HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 1,869 shares; 2025Q1: 1,112 shares; 2025Q2: 1,102 shares; 2025Q3: 1,344 shares; 2025Q4: 1,235 shares; 2026Q1: 3,387 shares 3,387 $587K 0.01% +2,152 Timeline FSMD 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: 9,942 shares; 2025Q1: 11,147 shares; 2025Q2: 9,738 shares; 2025Q3: 10,565 shares; 2025Q4: 11,036 shares; 2026Q1: 13,112 shares 13,112 $586K 0.01% +2,076 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 4,263 shares; 2025Q1: 4,821 shares; 2025Q2: 3,987 shares; 2025Q3: 4,851 shares; 2025Q4: 5,063 shares; 2026Q1: 4,043 shares 4,043 $586K 0.01% -1,020 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,389 shares; 2025Q1: 1,033 shares; 2025Q2: 1,051 shares; 2025Q3: 1,069 shares; 2025Q4: 1,114 shares; 2026Q1: 1,042 shares 1,042 $585K 0.01% -72 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 8,219 shares; 2025Q1: 7,948 shares; 2025Q2: 8,965 shares; 2025Q3: 10,678 shares; 2025Q4: 11,870 shares; 2026Q1: 11,520 shares 11,520 $584K 0.01% -350 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,280 shares; 2025Q4: 32,455 shares; 2026Q1: 35,300 shares 35,300 $581K 0.01% +2,845 Timeline SEIM 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: 28,470 shares; 2025Q1: 27,515 shares; 2025Q2: not reported; 2025Q3: 17,586 shares; 2025Q4: 16,028 shares; 2026Q1: 12,748 shares 12,748 $581K 0.01% -3,280 Timeline PFFV 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: 19,351 shares; 2024Q4: 26,000 shares; 2025Q1: 25,923 shares; 2025Q2: 25,857 shares; 2025Q3: 26,316 shares; 2025Q4: 25,571 shares; 2026Q1: 26,544 shares 26,544 $579K 0.01% +973 Timeline EWJ 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: 6,860 shares 6,860 $579K 0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,788 shares; 2024Q4: 12,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,764 shares; 2025Q4: 7,740 shares; 2026Q1: 7,715 shares 7,715 $579K 0.01% -25 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,570 shares; 2025Q1: 4,127 shares; 2025Q2: 27,678 shares; 2025Q3: 42,689 shares; 2025Q4: 30,877 shares; 2026Q1: 4,892 shares 4,892 $576K 0.01% -25,985 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,345 shares; 2025Q1: 5,425 shares; 2025Q2: 5,961 shares; 2025Q3: 6,683 shares; 2025Q4: 7,672 shares; 2026Q1: 13,742 shares 13,742 $566K 0.01% +6,070 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 7,465 shares; 2025Q1: 7,025 shares; 2025Q2: 6,613 shares; 2025Q3: 6,512 shares; 2025Q4: 6,011 shares; 2026Q1: 7,155 shares 7,155 $563K 0.01% +1,144 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,949 shares; 2025Q3: 11,949 shares; 2025Q4: 11,949 shares; 2026Q1: 11,949 shares 11,949 $561K 0.01% 0 Timeline QDEF 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: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 4,245 shares; 2025Q2: 5,475 shares; 2025Q3: 5,275 shares; 2025Q4: 6,307 shares; 2026Q1: 7,013 shares 7,013 $560K 0.01% +706 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP 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: 24,886 shares; 2025Q4: 39,408 shares; 2026Q1: 51,915 shares 51,915 $556K 0.01% +12,507 Timeline BGIG 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: not reported; 2025Q4: not reported; 2026Q1: 16,675 shares 16,675 $555K 0.01% new Timeline DDWM 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: 15,091 shares; 2024Q4: 13,724 shares; 2025Q1: 12,470 shares; 2025Q2: 12,540 shares; 2025Q3: 12,348 shares; 2025Q4: 12,944 shares; 2026Q1: 12,572 shares 12,572 $555K 0.01% -372 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,875 shares 5,875 $554K 0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 12,666 shares; 2026Q1: 7,322 shares 7,322 $554K 0.01% -5,344 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 3,699 shares; 2026Q1: 2,398 shares 2,398 $554K 0.01% -1,301 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,780 shares; 2025Q4: 18,874 shares; 2026Q1: 18,561 shares 18,561 $553K 0.01% -313 Timeline EDOW 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: 14,996 shares; 2024Q4: 16,356 shares; 2025Q1: 13,847 shares; 2025Q2: 13,175 shares; 2025Q3: 13,085 shares; 2025Q4: 13,585 shares; 2026Q1: 13,586 shares 13,586 $551K 0.01% +1 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,266 shares; 2025Q2: 13,384 shares; 2025Q3: 18,811 shares; 2025Q4: 17,608 shares; 2026Q1: 12,239 shares 12,239 $548K 0.01% -5,369 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,856 shares; 2026Q1: 8,753 shares 8,753 $548K 0.01% -103 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 2,977 shares 2,977 $545K 0.01% +1,989 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 908 shares; 2025Q1: 875 shares; 2025Q2: 1,227 shares; 2025Q3: 1,316 shares; 2025Q4: 1,325 shares; 2026Q1: 1,332 shares 1,332 $543K 0.01% +7 Timeline RSPG 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: 8,319 shares; 2024Q4: 8,529 shares; 2025Q1: 5,963 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,951 shares 4,951 $542K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,690 shares; 2024Q4: 24,247 shares; 2025Q1: 22,258 shares; 2025Q2: 20,568 shares; 2025Q3: 20,362 shares; 2025Q4: 17,281 shares; 2026Q1: 19,636 shares 19,636 $539K 0.01% +2,355 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 11,280 shares; 2025Q1: 10,252 shares; 2025Q2: 10,504 shares; 2025Q3: 11,059 shares; 2025Q4: 11,060 shares; 2026Q1: 11,329 shares 11,329 $537K 0.01% +269 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,419 shares; 2025Q1: 1,774 shares; 2025Q2: 1,590 shares; 2025Q3: 2,349 shares; 2025Q4: 1,388 shares; 2026Q1: 1,207 shares 1,207 $536K 0.01% -181 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,990 shares; 2026Q1: 7,041 shares 7,041 $536K 0.01% +51 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,612 shares; 2025Q1: 8,169 shares; 2025Q2: 8,359 shares; 2025Q3: 14,213 shares; 2025Q4: 15,459 shares; 2026Q1: 14,029 shares 14,029 $536K 0.01% -1,430 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 13,411 shares; 2025Q1: 14,452 shares; 2025Q2: 15,439 shares; 2025Q3: 16,049 shares; 2025Q4: 14,817 shares; 2026Q1: 13,583 shares 13,583 $536K 0.01% -1,234 Timeline RPV 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: 7,396 shares; 2024Q4: 5,340 shares; 2025Q1: 3,490 shares; 2025Q2: 3,864 shares; 2025Q3: 3,768 shares; 2025Q4: 4,119 shares; 2026Q1: 4,987 shares 4,987 $536K 0.01% +868 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,095 shares; 2025Q2: 10,962 shares; 2025Q3: 10,476 shares; 2025Q4: 11,191 shares; 2026Q1: 10,957 shares 10,957 $534K 0.01% -234 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 12,574 shares; 2025Q1: 16,200 shares; 2025Q2: 26,200 shares; 2025Q3: 26,200 shares; 2025Q4: 27,000 shares; 2026Q1: 30,610 shares 30,610 $533K 0.01% +3,610 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 14,875 shares; 2025Q1: 10,188 shares; 2025Q2: 10,780 shares; 2025Q3: 11,052 shares; 2025Q4: 11,306 shares; 2026Q1: 14,302 shares 14,302 $532K 0.01% +2,996 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,149 shares; 2024Q4: 32,620 shares; 2025Q1: 28,193 shares; 2025Q2: 7,164 shares; 2025Q3: 20,343 shares; 2025Q4: 18,070 shares; 2026Q1: 15,974 shares 15,974 $530K 0.01% -2,096 Timeline TMFC 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: not reported; 2025Q3: not reported; 2025Q4: 6,070 shares; 2026Q1: 8,032 shares 8,032 $530K 0.01% +1,962 Timeline FTXN 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: 15,094 shares; 2024Q4: 19,713 shares; 2025Q1: 18,905 shares; 2025Q2: 14,364 shares; 2025Q3: 13,830 shares; 2025Q4: 13,852 shares; 2026Q1: 13,707 shares 13,707 $529K 0.01% -145 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,165 shares; 2025Q4: 31,557 shares; 2026Q1: 29,054 shares 29,054 $529K 0.01% -2,503 Timeline IEUS 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: 5,544 shares; 2025Q3: 7,996 shares; 2025Q4: 8,008 shares; 2026Q1: 7,958 shares 7,958 $528K 0.01% -50 Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: 4,562 shares; 2025Q2: 6,690 shares; 2025Q3: 7,223 shares; 2025Q4: 7,290 shares; 2026Q1: 10,539 shares 10,539 $527K 0.01% +3,249 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,988 shares; 2024Q4: 32,449 shares; 2025Q1: 28,640 shares; 2025Q2: 28,338 shares; 2025Q3: 29,444 shares; 2025Q4: 21,838 shares; 2026Q1: 14,858 shares 14,858 $527K 0.01% -6,980 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,752 shares; 2026Q1: 19,672 shares 19,672 $527K 0.01% +6,920 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,637 shares; 2025Q3: 12,080 shares; 2025Q4: 14,316 shares; 2026Q1: 10,871 shares 10,871 $527K 0.01% -3,445 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,020 shares; 2024Q4: 90,020 shares; 2025Q1: 87,680 shares; 2025Q2: 83,680 shares; 2025Q3: 75,880 shares; 2025Q4: 80,463 shares; 2026Q1: 62,763 shares 62,763 $524K 0.01% -17,700 Timeline XES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,482 shares 4,482 $521K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,326 shares; 2025Q1: 2,966 shares; 2025Q2: 4,620 shares; 2025Q3: 5,046 shares; 2025Q4: 4,760 shares; 2026Q1: 4,511 shares 4,511 $521K 0.01% -249 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 7,833 shares; 2026Q1: 9,129 shares 9,129 $520K 0.01% +1,296 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,985 shares; 2025Q1: 4,452 shares; 2025Q2: 4,154 shares; 2025Q3: 4,885 shares; 2025Q4: 4,335 shares; 2026Q1: 4,296 shares 4,296 $519K 0.01% -39 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly 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: 17,596 shares 17,596 $518K 0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 4,453 shares; 2025Q1: 4,415 shares; 2025Q2: 5,195 shares; 2025Q3: 5,642 shares; 2025Q4: 8,771 shares; 2026Q1: 10,897 shares 10,897 $518K 0.01% +2,126 Timeline ICF 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: 7,254 shares; 2024Q4: 7,833 shares; 2025Q1: 7,870 shares; 2025Q2: 8,060 shares; 2025Q3: 7,926 shares; 2025Q4: 8,307 shares; 2026Q1: 8,274 shares 8,274 $512K 0.01% -33 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,050 shares; 2025Q1: 7,135 shares; 2025Q2: 7,389 shares; 2025Q3: 9,633 shares; 2025Q4: 8,100 shares; 2026Q1: 4,906 shares 4,906 $507K 0.01% -3,194 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,927 shares; 2025Q4: 25,453 shares; 2026Q1: 41,507 shares 41,507 $506K 0.01% +16,054 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 24,632 shares; 2025Q1: 24,776 shares; 2025Q2: 24,302 shares; 2025Q3: 23,924 shares; 2025Q4: 24,347 shares; 2026Q1: 22,378 shares 22,378 $504K 0.01% -1,969 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,050 shares; 2025Q3: 19,670 shares; 2025Q4: 15,377 shares; 2026Q1: 14,237 shares 14,237 $504K 0.01% -1,140 Timeline MILN 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: 19,098 shares; 2024Q4: 17,806 shares; 2025Q1: 13,475 shares; 2025Q2: 12,954 shares; 2025Q3: 12,885 shares; 2025Q4: 13,061 shares; 2026Q1: 12,386 shares 12,386 $503K 0.01% -675 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 22,520 shares; 2025Q1: 22,520 shares; 2025Q2: 20,125 shares; 2025Q3: 20,125 shares; 2025Q4: 20,125 shares; 2026Q1: 18,550 shares 18,550 $502K 0.01% -1,575 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,666 shares; 2024Q4: 30,481 shares; 2025Q1: 13,247 shares; 2025Q2: 12,901 shares; 2025Q3: 13,190 shares; 2025Q4: 12,450 shares; 2026Q1: 13,366 shares 13,366 $500K 0.01% +916 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 24,432 shares; 2026Q1: 31,490 shares 31,490 $498K 0.01% +7,058 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,842 shares; 2024Q4: 10,853 shares; 2025Q1: 11,010 shares; 2025Q2: 11,770 shares; 2025Q3: 11,781 shares; 2025Q4: 13,788 shares; 2026Q1: 13,793 shares 13,793 $498K 0.01% +5 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,745 shares; 2025Q1: 8,494 shares; 2025Q2: 8,335 shares; 2025Q3: 9,370 shares; 2025Q4: 4,532 shares; 2026Q1: 3,298 shares 3,298 $495K 0.01% -1,234 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,179 shares; 2025Q1: 6,148 shares; 2025Q2: 6,164 shares; 2025Q3: 6,275 shares; 2025Q4: 5,848 shares; 2026Q1: 5,838 shares 5,838 $494K 0.01% -10 Timeline JPME 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: 9,499 shares; 2024Q4: 9,479 shares; 2025Q1: 5,162 shares; 2025Q2: 5,100 shares; 2025Q3: 4,455 shares; 2025Q4: 4,441 shares; 2026Q1: 4,311 shares 4,311 $494K 0.01% -130 Timeline PFM 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: 126,968 shares; 2024Q4: 86,335 shares; 2025Q1: 21,911 shares; 2025Q2: 11,888 shares; 2025Q3: 9,278 shares; 2025Q4: 9,939 shares; 2026Q1: 9,652 shares 9,652 $493K 0.01% -287 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 6,740 shares; 2025Q4: 6,740 shares; 2026Q1: 6,640 shares 6,640 $493K 0.01% -100 Timeline BILZ 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: not reported; 2025Q3: 7,428 shares; 2025Q4: 6,264 shares; 2026Q1: 4,865 shares 4,865 $491K 0.01% -1,399 Timeline SMLV 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: 3,899 shares; 2024Q4: 4,157 shares; 2025Q1: 3,945 shares; 2025Q2: 4,056 shares; 2025Q3: 3,983 shares; 2025Q4: 3,983 shares; 2026Q1: 3,582 shares 3,582 $491K 0.01% -401 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 10,179 shares; 2025Q1: 16,070 shares; 2025Q2: 11,878 shares; 2025Q3: 12,875 shares; 2025Q4: 12,825 shares; 2026Q1: 10,339 shares 10,339 $488K 0.01% -2,486 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,680 shares; 2026Q1: 25,381 shares 25,381 $486K 0.01% -12,299 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,680 shares; 2025Q1: 5,433 shares; 2025Q2: 6,972 shares; 2025Q3: 7,562 shares; 2025Q4: 7,766 shares; 2026Q1: 7,492 shares 7,492 $484K 0.01% -274 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,201 shares; 2025Q1: 4,328 shares; 2025Q2: 4,290 shares; 2025Q3: 4,436 shares; 2025Q4: 4,360 shares; 2026Q1: 6,541 shares 6,541 $484K 0.01% +2,181 Timeline DOL 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: 3,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,042 shares; 2025Q3: 5,367 shares; 2025Q4: 5,664 shares; 2026Q1: 7,106 shares 7,106 $483K 0.01% +1,442 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,894 shares; 2025Q1: 1,915 shares; 2025Q2: 1,888 shares; 2025Q3: 1,903 shares; 2025Q4: 1,739 shares; 2026Q1: 3,537 shares 3,537 $483K 0.01% +1,798 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,386 shares; 2026Q1: 4,183 shares 4,183 $483K 0.01% -203 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,057 shares; 2025Q1: 2,007 shares; 2025Q2: 1,928 shares; 2025Q3: 2,004 shares; 2025Q4: 2,965 shares; 2026Q1: 2,776 shares 2,776 $482K 0.01% -189 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,678 shares 5,678 $480K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 3,278 shares; 2025Q1: 2,848 shares; 2025Q2: 2,718 shares; 2025Q3: 2,837 shares; 2025Q4: 2,442 shares; 2026Q1: 2,770 shares 2,770 $474K 0.01% +328 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,115 shares; 2024Q4: 17,926 shares; 2025Q1: 20,740 shares; 2025Q2: 21,118 shares; 2025Q3: 33,439 shares; 2025Q4: 19,740 shares; 2026Q1: 16,432 shares 16,432 $474K 0.01% -3,308 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,987 shares; 2025Q4: 8,864 shares; 2026Q1: 13,308 shares 13,308 $473K 0.01% +4,444 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,825 shares; 2025Q3: 8,815 shares; 2025Q4: 15,878 shares; 2026Q1: 17,862 shares 17,862 $469K 0.01% +1,984 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,767 shares; 2025Q4: 12,846 shares; 2026Q1: 17,514 shares 17,514 $469K 0.01% +4,668 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 7,934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,411 shares 18,411 $469K 0.01% new Timeline NYF 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: 8,868 shares; 2025Q3: 8,496 shares; 2025Q4: 8,579 shares; 2026Q1: 8,806 shares 8,806 $468K 0.01% +227 Timeline EDIV 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: 10,288 shares; 2025Q1: 11,511 shares; 2025Q2: 11,676 shares; 2025Q3: 11,394 shares; 2025Q4: 11,780 shares; 2026Q1: 11,840 shares 11,840 $467K 0.01% +60 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 19,770 shares; 2025Q1: 18,523 shares; 2025Q2: 17,813 shares; 2025Q3: 17,517 shares; 2025Q4: 16,881 shares; 2026Q1: 16,948 shares 16,948 $466K 0.01% +67 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,983 shares; 2024Q4: 25,793 shares; 2025Q1: 23,593 shares; 2025Q2: 23,401 shares; 2025Q3: 24,603 shares; 2025Q4: 24,605 shares; 2026Q1: 24,674 shares 24,674 $460K 0.01% +69 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,270 shares; 2025Q1: 3,083 shares; 2025Q2: 2,654 shares; 2025Q3: 3,207 shares; 2025Q4: 1,968 shares; 2026Q1: 1,698 shares 1,698 $460K 0.01% -270 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 3,979 shares; 2025Q1: 2,819 shares; 2025Q2: 2,809 shares; 2025Q3: 2,675 shares; 2025Q4: 3,670 shares; 2026Q1: 3,677 shares 3,677 $460K 0.01% +7 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,377 shares; 2025Q1: 38,740 shares; 2025Q2: not reported; 2025Q3: 20,026 shares; 2025Q4: 24,263 shares; 2026Q1: 18,956 shares 18,956 $460K 0.01% -5,307 Timeline SNSR 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: 17,841 shares; 2024Q4: 15,613 shares; 2025Q1: 12,834 shares; 2025Q2: 11,730 shares; 2025Q3: 12,568 shares; 2025Q4: 12,543 shares; 2026Q1: 12,337 shares 12,337 $460K 0.01% -206 Timeline JFLX 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: 9,449 shares; 2025Q4: 9,447 shares; 2026Q1: 9,247 shares 9,247 $459K 0.01% -200 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,489 shares 4,489 $457K 0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,396 shares; 2025Q1: 5,546 shares; 2025Q2: 6,277 shares; 2025Q3: 4,580 shares; 2025Q4: 4,711 shares; 2026Q1: 4,523 shares 4,523 $456K 0.01% -188 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 19,487 shares; 2025Q4: 20,135 shares; 2026Q1: 36,771 shares 36,771 $456K 0.01% +16,636 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,783 shares; 2025Q1: 9,617 shares; 2025Q2: 9,718 shares; 2025Q3: 9,916 shares; 2025Q4: 9,063 shares; 2026Q1: 8,564 shares 8,564 $454K 0.01% -499 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 9,630 shares; 2025Q1: 5,917 shares; 2025Q2: 5,652 shares; 2025Q3: 4,718 shares; 2025Q4: 4,696 shares; 2026Q1: 3,429 shares 3,429 $453K 0.01% -1,267 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,454 shares 9,454 $452K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 11,206 shares; 2025Q1: 8,759 shares; 2025Q2: not reported; 2025Q3: 10,237 shares; 2025Q4: 5,172 shares; 2026Q1: 9,706 shares 9,706 $451K 0.01% +4,534 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,125 shares; 2025Q4: 11,525 shares; 2026Q1: 11,325 shares 11,325 $451K 0.01% -200 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 4,962 shares; 2025Q1: 3,695 shares; 2025Q2: 2,151 shares; 2025Q3: 2,179 shares; 2025Q4: 2,133 shares; 2026Q1: 2,285 shares 2,285 $450K 0.01% +152 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 15,541 shares; 2025Q1: 15,959 shares; 2025Q2: 16,040 shares; 2025Q3: 16,881 shares; 2025Q4: 3,215 shares; 2026Q1: 2,856 shares 2,856 $449K 0.01% -359 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,353 shares; 2025Q1: 3,686 shares; 2025Q2: 3,743 shares; 2025Q3: 4,005 shares; 2025Q4: 4,577 shares; 2026Q1: 6,702 shares 6,702 $449K 0.01% +2,125 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,640 shares 12,640 $449K 0.01% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,938 shares; 2024Q4: 25,248 shares; 2025Q1: 19,804 shares; 2025Q2: 20,287 shares; 2025Q3: 21,951 shares; 2025Q4: 21,318 shares; 2026Q1: 23,646 shares 23,646 $448K 0.01% +2,328 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 4,046 shares; 2025Q4: 4,290 shares; 2026Q1: 3,979 shares 3,979 $448K 0.01% -311 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 4,679 shares; 2025Q1: 4,520 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares; 2026Q1: 3,905 shares 3,905 $446K 0.01% 0 Timeline FISR 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: 15,626 shares; 2025Q3: 12,710 shares; 2025Q4: 13,050 shares; 2026Q1: 17,344 shares 17,344 $446K 0.01% +4,294 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,539 shares; 2025Q1: 6,195 shares; 2025Q2: 6,144 shares; 2025Q3: 6,163 shares; 2025Q4: 4,676 shares; 2026Q1: 4,687 shares 4,687 $443K 0.01% +11 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 7,783 shares; 2025Q1: 6,458 shares; 2025Q2: 6,195 shares; 2025Q3: 6,217 shares; 2025Q4: 9,536 shares; 2026Q1: 9,258 shares 9,258 $443K 0.01% -278 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,513 shares; 2025Q1: 6,754 shares; 2025Q2: 6,860 shares; 2025Q3: 6,588 shares; 2025Q4: 6,288 shares; 2026Q1: 6,170 shares 6,170 $443K 0.01% -118 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,846 shares; 2024Q4: 9,490 shares; 2025Q1: 8,218 shares; 2025Q2: 7,752 shares; 2025Q3: 7,646 shares; 2025Q4: 7,886 shares; 2026Q1: 7,677 shares 7,677 $442K 0.01% -209 Timeline CDL 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: 9,065 shares; 2024Q4: 8,882 shares; 2025Q1: 7,322 shares; 2025Q2: 7,117 shares; 2025Q3: 6,716 shares; 2025Q4: 5,902 shares; 2026Q1: 5,922 shares 5,922 $441K 0.01% +20 Timeline LIT 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: 6,285 shares; 2024Q4: 5,812 shares; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 5,318 shares; 2025Q4: 6,036 shares; 2026Q1: 5,930 shares 5,930 $441K 0.01% -106 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,328 shares; 2024Q4: 22,728 shares; 2025Q1: 21,607 shares; 2025Q2: 24,735 shares; 2025Q3: 25,335 shares; 2025Q4: 25,135 shares; 2026Q1: 23,585 shares 23,585 $439K <0.01% -1,550 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,039 shares; 2025Q1: 13,039 shares; 2025Q2: 10,658 shares; 2025Q3: 10,658 shares; 2025Q4: 10,005 shares; 2026Q1: 9,980 shares 9,980 $439K <0.01% -25 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,616 shares; 2025Q1: 7,647 shares; 2025Q2: 7,222 shares; 2025Q3: 7,112 shares; 2025Q4: 7,147 shares; 2026Q1: 9,612 shares 9,612 $437K <0.01% +2,465 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 24,534 shares; 2025Q1: 23,968 shares; 2025Q2: 23,056 shares; 2025Q3: 22,327 shares; 2025Q4: 20,969 shares; 2026Q1: 5,600 shares 5,600 $437K <0.01% -15,369 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 3,682 shares; 2025Q1: 3,826 shares; 2025Q2: 3,861 shares; 2025Q3: 4,266 shares; 2025Q4: 4,707 shares; 2026Q1: 4,842 shares 4,842 $436K <0.01% +135 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 9,576 shares; 2025Q1: 7,681 shares; 2025Q2: 5,335 shares; 2025Q3: 4,913 shares; 2025Q4: 4,974 shares; 2026Q1: 6,712 shares 6,712 $436K <0.01% +1,738 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 71,487 shares; 2025Q1: 68,317 shares; 2025Q2: 75,642 shares; 2025Q3: 83,967 shares; 2025Q4: 58,257 shares; 2026Q1: 63,416 shares 63,416 $436K <0.01% +5,159 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 19,319 shares; 2026Q1: 20,327 shares 20,327 $435K <0.01% +1,008 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 3,441 shares; 2025Q1: 2,982 shares; 2025Q2: 2,998 shares; 2025Q3: 2,997 shares; 2025Q4: 1,962 shares; 2026Q1: 1,591 shares 1,591 $433K <0.01% -371 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 5,434 shares; 2025Q1: 5,350 shares; 2025Q2: 6,126 shares; 2025Q3: 6,546 shares; 2025Q4: 5,894 shares; 2026Q1: 5,639 shares 5,639 $429K <0.01% -255 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 6,271 shares; 2025Q1: 6,076 shares; 2025Q2: 6,347 shares; 2025Q3: 8,042 shares; 2025Q4: 8,395 shares; 2026Q1: 5,560 shares 5,560 $429K <0.01% -2,835 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,135 shares; 2025Q2: 26,335 shares; 2025Q3: 25,865 shares; 2025Q4: 27,565 shares; 2026Q1: 27,265 shares 27,265 $428K <0.01% -300 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,194 shares; 2025Q1: 3,312 shares; 2025Q2: 5,140 shares; 2025Q3: 5,147 shares; 2025Q4: 5,159 shares; 2026Q1: 4,187 shares 4,187 $428K <0.01% -972 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 9,271 shares; 2025Q1: 9,582 shares; 2025Q2: 9,316 shares; 2025Q3: 9,346 shares; 2025Q4: 9,654 shares; 2026Q1: 9,300 shares 9,300 $426K <0.01% -354 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,583 shares; 2025Q1: 3,428 shares; 2025Q2: 2,818 shares; 2025Q3: 3,494 shares; 2025Q4: 6,126 shares; 2026Q1: 6,740 shares 6,740 $423K <0.01% +614 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,212 shares; 2025Q1: 5,548 shares; 2025Q2: not reported; 2025Q3: 6,519 shares; 2025Q4: 6,651 shares; 2026Q1: 6,402 shares 6,402 $423K <0.01% -249 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 3,678 shares; 2025Q1: 3,460 shares; 2025Q2: 3,942 shares; 2025Q3: 3,983 shares; 2025Q4: 3,712 shares; 2026Q1: 3,684 shares 3,684 $423K <0.01% -28 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,716 shares 17,716 $423K <0.01% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,936 shares; 2025Q1: 10,650 shares; 2025Q2: 20,270 shares; 2025Q3: 19,430 shares; 2025Q4: 19,481 shares; 2026Q1: 19,582 shares 19,582 $421K <0.01% +101 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 1,520 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 2,006 shares; 2025Q4: 2,031 shares; 2026Q1: 2,126 shares 2,126 $419K <0.01% +95 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 841 shares; 2025Q1: 811 shares; 2025Q2: 865 shares; 2025Q3: 843 shares; 2025Q4: 838 shares; 2026Q1: 848 shares 848 $419K <0.01% +10 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,257 shares; 2026Q1: 8,408 shares 8,408 $419K <0.01% -14,849 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,268 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,819 shares; 2025Q4: 2,037 shares; 2026Q1: 1,565 shares 1,565 $418K <0.01% -472 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,930 shares; 2024Q4: 10,418 shares; 2025Q1: 9,711 shares; 2025Q2: 9,658 shares; 2025Q3: 9,240 shares; 2025Q4: 9,267 shares; 2026Q1: 9,315 shares 9,315 $417K <0.01% +48 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL 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: 15,426 shares; 2025Q4: 19,656 shares; 2026Q1: 29,486 shares 29,486 $414K <0.01% +9,830 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,490 shares; 2024Q4: 38,094 shares; 2025Q1: 30,448 shares; 2025Q2: 28,616 shares; 2025Q3: 35,558 shares; 2025Q4: 22,186 shares; 2026Q1: 9,138 shares 9,138 $413K <0.01% -13,048 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,937 shares; 2025Q3: 20,217 shares; 2025Q4: 26,690 shares; 2026Q1: 27,794 shares 27,794 $412K <0.01% +1,104 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,386 shares 1,386 $411K <0.01% +81 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: not reported; 2026Q1: 298 shares 298 $411K <0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619 shares; 2025Q4: 3,665 shares; 2026Q1: 4,644 shares 4,644 $411K <0.01% +979 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,046 shares; 2025Q1: 101,222 shares; 2025Q2: 98,089 shares; 2025Q3: 9,622 shares; 2025Q4: 11,551 shares; 2026Q1: 11,580 shares 11,580 $410K <0.01% +29 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,420 shares; 2025Q2: 31,944 shares; 2025Q3: 28,764 shares; 2025Q4: 31,234 shares; 2026Q1: 31,555 shares 31,555 $408K <0.01% +321 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,507 shares; 2025Q3: 1,912 shares; 2025Q4: 1,979 shares; 2026Q1: 1,994 shares 1,994 $408K <0.01% +15 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 3,430 shares; 2025Q1: 1,699 shares; 2025Q2: 1,587 shares; 2025Q3: 7,894 shares; 2025Q4: 7,693 shares; 2026Q1: 3,353 shares 3,353 $406K <0.01% -4,340 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,119 shares; 2025Q4: 10,940 shares; 2026Q1: 6,481 shares 6,481 $406K <0.01% -4,459 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,186 shares; 2025Q4: 13,333 shares; 2026Q1: 13,465 shares 13,465 $406K <0.01% +132 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 6,233 shares; 2025Q1: 5,808 shares; 2025Q2: 5,629 shares; 2025Q3: 5,431 shares; 2025Q4: 5,058 shares; 2026Q1: 5,058 shares 5,058 $405K <0.01% 0 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,315 shares; 2024Q4: 21,315 shares; 2025Q1: 21,315 shares; 2025Q2: 21,315 shares; 2025Q3: 21,315 shares; 2025Q4: 21,315 shares; 2026Q1: 21,315 shares 21,315 $405K <0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 5,494 shares; 2025Q1: 5,949 shares; 2025Q2: 8,388 shares; 2025Q3: 8,289 shares; 2025Q4: 8,288 shares; 2026Q1: 8,504 shares 8,504 $404K <0.01% +216 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,226 shares 8,226 $404K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,800 shares 18,800 $404K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,723 shares; 2025Q1: 1,766 shares; 2025Q2: 1,900 shares; 2025Q3: 2,425 shares; 2025Q4: 2,435 shares; 2026Q1: 2,156 shares 2,156 $402K <0.01% -279 Timeline NBSD 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: not reported; 2026Q1: 7,869 shares 7,869 $399K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $399K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 5,569 shares; 2025Q1: 4,249 shares; 2025Q2: 6,223 shares; 2025Q3: 5,703 shares; 2025Q4: 5,228 shares; 2026Q1: 5,067 shares 5,067 $399K <0.01% -161 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,125 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares; 2026Q1: 6,132 shares 6,132 $398K <0.01% +7 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,716 shares; 2025Q4: 2,828 shares; 2026Q1: 3,343 shares 3,343 $395K <0.01% +515 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,628 shares; 2025Q1: 4,024 shares; 2025Q2: 3,938 shares; 2025Q3: 3,916 shares; 2025Q4: 4,016 shares; 2026Q1: 4,011 shares 4,011 $395K <0.01% -5 Timeline PFXF 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: 65,639 shares; 2024Q4: 55,040 shares; 2025Q1: 55,819 shares; 2025Q2: 27,634 shares; 2025Q3: 23,453 shares; 2025Q4: 23,916 shares; 2026Q1: 22,446 shares 22,446 $394K <0.01% -1,470 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 17,864 shares; 2025Q1: 17,125 shares; 2025Q2: 18,453 shares; 2025Q3: 17,478 shares; 2025Q4: 17,610 shares; 2026Q1: 16,604 shares 16,604 $393K <0.01% -1,006 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 6,040 shares; 2025Q1: 5,863 shares; 2025Q2: 5,461 shares; 2025Q3: 5,605 shares; 2025Q4: 5,777 shares; 2026Q1: 5,500 shares 5,500 $391K <0.01% -277 Timeline TIPX 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: 557,930 shares; 2025Q1: 758,455 shares; 2025Q2: 132,833 shares; 2025Q3: 34,351 shares; 2025Q4: 19,185 shares; 2026Q1: 20,327 shares 20,327 $390K <0.01% +1,142 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,327 shares; 2025Q2: 6,726 shares; 2025Q3: 7,456 shares; 2025Q4: 6,801 shares; 2026Q1: 9,093 shares 9,093 $390K <0.01% +2,292 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 2,927 shares; 2025Q1: 2,673 shares; 2025Q2: 3,974 shares; 2025Q3: 3,847 shares; 2025Q4: 3,926 shares; 2026Q1: 3,908 shares 3,908 $388K <0.01% -18 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,591 shares; 2025Q4: 1,496 shares; 2026Q1: 1,461 shares 1,461 $388K <0.01% -35 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 7,661 shares; 2025Q1: 7,651 shares; 2025Q2: 7,531 shares; 2025Q3: 6,931 shares; 2025Q4: 6,931 shares; 2026Q1: 6,931 shares 6,931 $387K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,100 shares; 2025Q1: 6,832 shares; 2025Q2: 5,289 shares; 2025Q3: 5,596 shares; 2025Q4: 5,797 shares; 2026Q1: 5,792 shares 5,792 $387K <0.01% -5 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 15,000 shares; 2025Q3: 38,307 shares; 2025Q4: 38,292 shares; 2026Q1: 26,808 shares 26,808 $387K <0.01% -11,484 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,806 shares 36,806 $387K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815 $386K <0.01% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,513 shares; 2024Q4: 17,342 shares; 2025Q1: 19,074 shares; 2025Q2: 20,809 shares; 2025Q3: 19,341 shares; 2025Q4: 19,518 shares; 2026Q1: 17,164 shares 17,164 $386K <0.01% -2,354 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 2,760 shares; 2026Q1: 2,772 shares 2,772 $386K <0.01% +12 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,296 shares; 2025Q4: 1,355 shares; 2026Q1: 1,716 shares 1,716 $385K <0.01% +361 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: not reported; 2025Q1: 10,360 shares; 2025Q2: 10,945 shares; 2025Q3: 10,594 shares; 2025Q4: 8,803 shares; 2026Q1: 8,479 shares 8,479 $385K <0.01% -324 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,210 shares; 2025Q3: 7,098 shares; 2025Q4: 7,182 shares; 2026Q1: 7,720 shares 7,720 $383K <0.01% +538 Timeline GMF 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: 2,243 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811 $383K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,339 shares; 2024Q4: 21,134 shares; 2025Q1: 15,541 shares; 2025Q2: 14,262 shares; 2025Q3: 13,349 shares; 2025Q4: 14,868 shares; 2026Q1: 9,010 shares 9,010 $382K <0.01% -5,858 Timeline URTY 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: 10,579 shares; 2024Q4: 13,079 shares; 2025Q1: 14,862 shares; 2025Q2: 7,079 shares; 2025Q3: 7,480 shares; 2025Q4: 7,785 shares; 2026Q1: 7,410 shares 7,410 $382K <0.01% -375 Timeline SFLO 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: 8,647 shares; 2025Q3: 10,485 shares; 2025Q4: 10,588 shares; 2026Q1: 12,705 shares 12,705 $382K <0.01% +2,117 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,298 shares 7,298 $381K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,576 shares; 2025Q1: 3,881 shares; 2025Q2: 1,773 shares; 2025Q3: 1,956 shares; 2025Q4: 1,941 shares; 2026Q1: 1,775 shares 1,775 $381K <0.01% -166 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 14,283 shares; 2025Q1: 11,255 shares; 2025Q2: 10,844 shares; 2025Q3: 10,191 shares; 2025Q4: 6,532 shares; 2026Q1: 5,895 shares 5,895 $380K <0.01% -637 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,626 shares; 2025Q1: 3,629 shares; 2025Q2: 3,632 shares; 2025Q3: 4,887 shares; 2025Q4: 4,892 shares; 2026Q1: 5,497 shares 5,497 $380K <0.01% +605 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,406 shares; 2025Q3: 3,758 shares; 2025Q4: 5,344 shares; 2026Q1: 5,669 shares 5,669 $379K <0.01% +325 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,032 shares; 2025Q1: 63,596 shares; 2025Q2: 63,908 shares; 2025Q3: 64,108 shares; 2025Q4: 64,126 shares; 2026Q1: 74,126 shares 74,126 $378K <0.01% +10,000 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,509 shares; 2025Q1: 3,996 shares; 2025Q2: 4,471 shares; 2025Q3: 4,362 shares; 2025Q4: 4,165 shares; 2026Q1: 4,038 shares 4,038 $377K <0.01% -127 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 1,459 shares; 2026Q1: 1,459 shares 1,459 $377K <0.01% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,843 shares; 2026Q1: 20,708 shares 20,708 $376K <0.01% +3,865 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 9,668 shares; 2025Q1: 8,755 shares; 2025Q2: 10,637 shares; 2025Q3: 15,325 shares; 2025Q4: 16,025 shares; 2026Q1: 16,211 shares 16,211 $376K <0.01% +186 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,140 shares 31,140 $376K <0.01% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,055 shares; 2025Q1: 8,761 shares; 2025Q2: 8,877 shares; 2025Q3: 9,567 shares; 2025Q4: 11,715 shares; 2026Q1: 15,626 shares 15,626 $375K <0.01% +3,911 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,283 shares; 2025Q2: 12,839 shares; 2025Q3: 14,332 shares; 2025Q4: 14,147 shares; 2026Q1: 14,341 shares 14,341 $375K <0.01% +194 Timeline EELV 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: 15,165 shares; 2024Q4: 14,788 shares; 2025Q1: 13,911 shares; 2025Q2: 13,904 shares; 2025Q3: 12,208 shares; 2025Q4: 12,209 shares; 2026Q1: 13,336 shares 13,336 $374K <0.01% +1,127 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 778 shares; 2026Q1: 985 shares 985 $374K <0.01% +207 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 7,082 shares; 2025Q1: 207,590 shares; 2025Q2: 199,696 shares; 2025Q3: 203,228 shares; 2025Q4: 202,429 shares; 2026Q1: 9,162 shares 9,162 $374K <0.01% -193,267 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 15,821 shares 15,821 $373K <0.01% new Timeline QQA 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: 5,924 shares; 2025Q3: 6,985 shares; 2025Q4: 6,942 shares; 2026Q1: 7,470 shares 7,470 $373K <0.01% +528 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,892 shares; 2025Q1: 3,765 shares; 2025Q2: 3,604 shares; 2025Q3: 4,599 shares; 2025Q4: 3,622 shares; 2026Q1: 3,152 shares 3,152 $372K <0.01% -470 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 7,850 shares; 2026Q1: 9,250 shares 9,250 $372K <0.01% +1,400 WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,126 shares 22,126 $371K <0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,265 shares; 2024Q4: 13,270 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,239 shares; 2025Q4: 5,248 shares; 2026Q1: 5,226 shares 5,226 $370K <0.01% -22 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,334 shares; 2024Q4: 37,309 shares; 2025Q1: 16,575 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares 15,600 $370K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 10,453 shares; 2025Q1: 9,953 shares; 2025Q2: 9,286 shares; 2025Q3: 9,360 shares; 2025Q4: 8,427 shares; 2026Q1: 8,424 shares 8,424 $369K <0.01% -3 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,795 shares; 2025Q1: 2,275 shares; 2025Q2: 1,863 shares; 2025Q3: 1,893 shares; 2025Q4: 1,852 shares; 2026Q1: 2,048 shares 2,048 $369K <0.01% +196 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,478 shares; 2024Q4: 10,234 shares; 2025Q1: 6,252 shares; 2025Q2: 1,900 shares; 2025Q3: 2,141 shares; 2025Q4: 2,074 shares; 2026Q1: 3,104 shares 3,104 $365K <0.01% +1,030 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 4,221 shares; 2025Q1: 1,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,008 shares 2,008 $365K <0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $365K <0.01% new Timeline CPLB 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: not reported; 2026Q1: 17,350 shares 17,350 $364K <0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,262 shares; 2024Q4: 23,753 shares; 2025Q1: 25,342 shares; 2025Q2: 31,330 shares; 2025Q3: 24,222 shares; 2025Q4: 21,757 shares; 2026Q1: 13,745 shares 13,745 $363K <0.01% -8,012 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,646 shares; 2025Q1: 2,383 shares; 2025Q2: 2,771 shares; 2025Q3: 3,530 shares; 2025Q4: 3,743 shares; 2026Q1: 3,432 shares 3,432 $363K <0.01% -311 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares; 2025Q4: 3,842 shares; 2026Q1: 3,680 shares 3,680 $362K <0.01% -162 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,211 shares; 2025Q4: 3,402 shares; 2026Q1: 3,000 shares 3,000 $362K <0.01% -402 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,698 shares; 2024Q4: 10,701 shares; 2025Q1: 11,503 shares; 2025Q2: 13,441 shares; 2025Q3: 13,506 shares; 2025Q4: 13,235 shares; 2026Q1: 5,307 shares 5,307 $361K <0.01% -7,928 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,710 shares; 2024Q4: 39,428 shares; 2025Q1: 45,941 shares; 2025Q2: 52,350 shares; 2025Q3: 44,340 shares; 2025Q4: 39,111 shares; 2026Q1: 42,684 shares 42,684 $361K <0.01% +3,573 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 5,288 shares; 2025Q1: 5,293 shares; 2025Q2: 5,164 shares; 2025Q3: 5,073 shares; 2025Q4: 4,695 shares; 2026Q1: 3,739 shares 3,739 $361K <0.01% -956 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,752 shares; 2025Q4: 11,258 shares; 2026Q1: 7,961 shares 7,961 $360K <0.01% -3,297 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,831 shares; 2025Q1: 2,809 shares; 2025Q2: 2,683 shares; 2025Q3: 2,549 shares; 2025Q4: 2,548 shares; 2026Q1: 2,023 shares 2,023 $360K <0.01% -525 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 1,635 shares; 2025Q1: 1,235 shares; 2025Q2: 1,135 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 889 shares 889 $359K <0.01% -236 Timeline NUSA 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: 19,815 shares; 2024Q4: 20,050 shares; 2025Q1: 18,632 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 15,415 shares; 2026Q1: 15,415 shares 15,415 $359K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 1,950 shares; 2025Q1: 1,932 shares; 2025Q2: 2,848 shares; 2025Q3: 2,994 shares; 2025Q4: 2,781 shares; 2026Q1: 2,830 shares 2,830 $359K <0.01% +49 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 7,377 shares; 2025Q1: 5,830 shares; 2025Q2: 4,575 shares; 2025Q3: 4,508 shares; 2025Q4: 4,472 shares; 2026Q1: 5,171 shares 5,171 $358K <0.01% +699 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 15,483 shares; 2025Q1: 15,483 shares; 2025Q2: 16,406 shares; 2025Q3: 14,256 shares; 2025Q4: 7,618 shares; 2026Q1: 7,598 shares 7,598 $357K <0.01% -20 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 2,932 shares; 2025Q1: 2,996 shares; 2025Q2: 2,935 shares; 2025Q3: 2,957 shares; 2025Q4: 3,026 shares; 2026Q1: 2,982 shares 2,982 $356K <0.01% -44 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,754 shares; 2024Q4: 12,786 shares; 2025Q1: 10,818 shares; 2025Q2: 10,888 shares; 2025Q3: 11,017 shares; 2025Q4: 11,046 shares; 2026Q1: 10,911 shares 10,911 $356K <0.01% -135 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,840 shares; 2024Q4: 31,657 shares; 2025Q1: 31,068 shares; 2025Q2: 31,088 shares; 2025Q3: 29,906 shares; 2025Q4: 28,012 shares; 2026Q1: 26,536 shares 26,536 $356K <0.01% -1,476 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,540 shares; 2024Q4: 42,375 shares; 2025Q1: 23,103 shares; 2025Q2: 24,836 shares; 2025Q3: 25,693 shares; 2025Q4: 25,871 shares; 2026Q1: 26,239 shares 26,239 $355K <0.01% +368 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,877 shares; 2026Q1: 36,553 shares 36,553 $352K <0.01% +7,676 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 2,696 shares; 2025Q1: 2,236 shares; 2025Q2: 1,896 shares; 2025Q3: 1,810 shares; 2025Q4: 1,925 shares; 2026Q1: 1,912 shares 1,912 $351K <0.01% -13 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,543 shares; 2024Q4: 39,609 shares; 2025Q1: 30,312 shares; 2025Q2: 29,786 shares; 2025Q3: 31,485 shares; 2025Q4: 28,772 shares; 2026Q1: 28,772 shares 28,772 $350K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 13,792 shares; 2025Q1: 14,074 shares; 2025Q2: 13,088 shares; 2025Q3: 12,942 shares; 2025Q4: 11,434 shares; 2026Q1: 9,806 shares 9,806 $350K <0.01% -1,628 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,999 shares; 2026Q1: 36,721 shares 36,721 $349K <0.01% +7,722 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,257 shares; 2025Q1: 4,514 shares; 2025Q2: 15,793 shares; 2025Q3: 4,544 shares; 2025Q4: 5,196 shares; 2026Q1: 6,256 shares 6,256 $349K <0.01% +1,060 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,803 shares; 2025Q1: 13,743 shares; 2025Q2: 13,883 shares; 2025Q3: 8,173 shares; 2025Q4: 8,139 shares; 2026Q1: 7,961 shares 7,961 $348K <0.01% -178 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 8,112 shares; 2025Q1: 5,175 shares; 2025Q2: 4,825 shares; 2025Q3: 5,140 shares; 2025Q4: 5,080 shares; 2026Q1: 5,088 shares 5,088 $347K <0.01% +8 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 7,634 shares; 2025Q1: 4,161 shares; 2025Q2: 4,446 shares; 2025Q3: 4,899 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares 4,416 $346K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,386 shares; 2026Q1: 36,356 shares 36,356 $346K <0.01% +7,970 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,648 shares; 2026Q1: 27,655 shares 27,655 $346K <0.01% -12,993 Timeline INSG INSEEGO CORP More: the full row for INSEEGO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,211 shares; 2024Q4: 34,955 shares; 2025Q1: 31,086 shares; 2025Q2: 30,675 shares; 2025Q3: 32,375 shares; 2025Q4: 31,174 shares; 2026Q1: 31,066 shares 31,066 $345K <0.01% -108 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,693 shares; 2025Q3: 76,393 shares; 2025Q4: 42,399 shares; 2026Q1: 22,229 shares 22,229 $345K <0.01% -20,170 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,290 shares; 2026Q1: 16,290 shares 16,290 $345K <0.01% 0 Timeline BSCU 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: 21,852 shares; 2024Q4: 16,928 shares; 2025Q1: 11,207 shares; 2025Q2: not reported; 2025Q3: 18,358 shares; 2025Q4: 21,004 shares; 2026Q1: 20,557 shares 20,557 $344K <0.01% -447 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,723 shares; 2025Q4: 13,839 shares; 2026Q1: 15,598 shares 15,598 $341K <0.01% +1,759 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,167 shares; 2024Q4: 15,207 shares; 2025Q1: 14,783 shares; 2025Q2: 14,947 shares; 2025Q3: 12,001 shares; 2025Q4: 11,065 shares; 2026Q1: 10,159 shares 10,159 $341K <0.01% -906 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,086 shares; 2024Q4: 432,452 shares; 2025Q1: 439,443 shares; 2025Q2: 387,816 shares; 2025Q3: 24,188 shares; 2025Q4: 24,420 shares; 2026Q1: 24,985 shares 24,985 $341K <0.01% +565 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,785 shares; 2024Q4: 79,811 shares; 2025Q1: 37,527 shares; 2025Q2: 38,915 shares; 2025Q3: 45,939 shares; 2025Q4: 64,600 shares; 2026Q1: 63,994 shares 63,994 $340K <0.01% -606 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,674 shares; 2025Q1: 4,660 shares; 2025Q2: 5,929 shares; 2025Q3: 5,120 shares; 2025Q4: 4,195 shares; 2026Q1: 3,845 shares 3,845 $340K <0.01% -350 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,087 shares; 2024Q4: 66,591 shares; 2025Q1: 7,866 shares; 2025Q2: 5,456 shares; 2025Q3: 6,469 shares; 2025Q4: 5,617 shares; 2026Q1: 3,552 shares 3,552 $340K <0.01% -2,065 Timeline NUEM 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: 8,194 shares; 2024Q4: 8,417 shares; 2025Q1: 8,548 shares; 2025Q2: 8,361 shares; 2025Q3: 9,014 shares; 2025Q4: 9,224 shares; 2026Q1: 9,229 shares 9,229 $339K <0.01% +5 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,086 shares; 2025Q2: 2,440 shares; 2025Q3: 5,359 shares; 2025Q4: 2,180 shares; 2026Q1: 2,216 shares 2,216 $338K <0.01% +36 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,809 shares; 2024Q4: 10,559 shares; 2025Q1: 10,559 shares; 2025Q2: 8,464 shares; 2025Q3: 8,452 shares; 2025Q4: 7,657 shares; 2026Q1: 7,632 shares 7,632 $338K <0.01% -25 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 7,285 shares; 2025Q1: 5,921 shares; 2025Q2: 8,694 shares; 2025Q3: 8,886 shares; 2025Q4: 8,461 shares; 2026Q1: 8,232 shares 8,232 $336K <0.01% -229 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,685 shares; 2024Q4: 14,154 shares; 2025Q1: not reported; 2025Q2: 14,584 shares; 2025Q3: 14,332 shares; 2025Q4: 15,427 shares; 2026Q1: 15,889 shares 15,889 $336K <0.01% +462 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,067 shares; 2026Q1: 6,620 shares 6,620 $336K <0.01% +553 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 4,458 shares; 2025Q1: 4,067 shares; 2025Q2: 3,969 shares; 2025Q3: 4,841 shares; 2025Q4: 4,923 shares; 2026Q1: 4,923 shares 4,923 $336K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,635 shares 4,635 $333K <0.01% new Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME 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: 28,250 shares; 2026Q1: 36,437 shares 36,437 $332K <0.01% +8,187 Timeline MYCO 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: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $331K <0.01% 0 Timeline BNDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,767 shares; 2025Q4: 5,684 shares; 2026Q1: 4,829 shares 4,829 $330K <0.01% -855 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 12,095 shares; 2025Q1: 12,065 shares; 2025Q2: 12,065 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares; 2026Q1: 12,065 shares 12,065 $329K <0.01% 0 Timeline JHSC 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: 9,113 shares; 2024Q4: 8,940 shares; 2025Q1: 8,639 shares; 2025Q2: 8,272 shares; 2025Q3: 7,688 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares 7,663 $329K <0.01% 0 Timeline ESGE 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: 7,199 shares; 2024Q4: 7,947 shares; 2025Q1: 7,384 shares; 2025Q2: 6,315 shares; 2025Q3: 6,336 shares; 2025Q4: 6,421 shares; 2026Q1: 7,189 shares 7,189 $327K <0.01% +768 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,721 shares; 2025Q1: 3,598 shares; 2025Q2: 3,318 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,819 shares 2,819 $327K <0.01% +86 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,634 shares; 2025Q1: 1,609 shares; 2025Q2: 1,655 shares; 2025Q3: 1,779 shares; 2025Q4: 1,787 shares; 2026Q1: 1,596 shares 1,596 $327K <0.01% -191 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,076 shares; 2025Q1: 3,728 shares; 2025Q2: 3,539 shares; 2025Q3: 3,524 shares; 2025Q4: 3,334 shares; 2026Q1: 3,304 shares 3,304 $326K <0.01% -30 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,973 shares 5,973 $326K <0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 5,035 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares; 2025Q4: 5,564 shares; 2026Q1: 5,564 shares 5,564 $325K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,544 shares; 2025Q3: 49,807 shares; 2025Q4: 15,694 shares; 2026Q1: 29,998 shares 29,998 $325K <0.01% +14,304 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,926 shares; 2025Q4: 3,479 shares; 2026Q1: 3,433 shares 3,433 $325K <0.01% -46 Timeline DMAR 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: 11,134 shares; 2024Q4: 11,034 shares; 2025Q1: 11,034 shares; 2025Q2: 8,386 shares; 2025Q3: 8,386 shares; 2025Q4: 7,682 shares; 2026Q1: 7,657 shares 7,657 $325K <0.01% -25 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,148 shares; 2025Q1: 3,828 shares; 2025Q2: 4,763 shares; 2025Q3: 4,036 shares; 2025Q4: 4,004 shares; 2026Q1: 3,965 shares 3,965 $324K <0.01% -39 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: not reported; 2025Q1: 4,348 shares; 2025Q2: 5,749 shares; 2025Q3: 8,652 shares; 2025Q4: 2,498 shares; 2026Q1: 3,426 shares 3,426 $324K <0.01% +928 Timeline MDIV 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: 16,756 shares; 2024Q4: 17,027 shares; 2025Q1: 15,268 shares; 2025Q2: 22,233 shares; 2025Q3: 21,896 shares; 2025Q4: 21,983 shares; 2026Q1: 19,971 shares 19,971 $323K <0.01% -2,012 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,133 shares; 2026Q1: 5,198 shares 5,198 $323K <0.01% +1,065 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,348 shares; 2025Q2: 8,586 shares; 2025Q3: 7,998 shares; 2025Q4: not reported; 2026Q1: 10,933 shares 10,933 $322K <0.01% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 16,846 shares; 2025Q1: 7,022 shares; 2025Q2: 7,428 shares; 2025Q3: 5,799 shares; 2025Q4: 5,775 shares; 2026Q1: 5,556 shares 5,556 $322K <0.01% -219 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares; 2026Q1: 6,779 shares 6,779 $321K <0.01% +1,752 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,944 shares; 2024Q4: 62,330 shares; 2025Q1: 62,094 shares; 2025Q2: 52,151 shares; 2025Q3: 51,789 shares; 2025Q4: 88,772 shares; 2026Q1: 90,475 shares 90,475 $321K <0.01% +1,703 Timeline CATH 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: 3,843 shares; 2024Q4: 3,843 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 3,879 shares; 2025Q4: 4,245 shares; 2026Q1: 4,107 shares 4,107 $321K <0.01% -138 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: 632 shares; 2025Q3: 640 shares; 2025Q4: 659 shares; 2026Q1: 403 shares 403 $318K <0.01% -256 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,200 shares; 2024Q4: 88,200 shares; 2025Q1: 88,200 shares; 2025Q2: 88,200 shares; 2025Q3: 88,200 shares; 2025Q4: 88,200 shares; 2026Q1: 88,200 shares 88,200 $318K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 6,737 shares; 2025Q1: 6,739 shares; 2025Q2: 6,741 shares; 2025Q3: 6,771 shares; 2025Q4: 6,826 shares; 2026Q1: 6,853 shares 6,853 $318K <0.01% +27 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 12,686 shares; 2025Q1: 7,027 shares; 2025Q2: 3,723 shares; 2025Q3: 3,724 shares; 2025Q4: 3,791 shares; 2026Q1: 3,526 shares 3,526 $318K <0.01% -265 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,661 shares; 2024Q4: 50,942 shares; 2025Q1: 49,659 shares; 2025Q2: 47,853 shares; 2025Q3: 47,885 shares; 2025Q4: 47,927 shares; 2026Q1: 25,652 shares 25,652 $316K <0.01% -22,275 Timeline PSFF 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: 10,451 shares; 2025Q3: 10,451 shares; 2025Q4: 9,853 shares; 2026Q1: 9,853 shares 9,853 $316K <0.01% 0 Timeline PSL 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: 3,440 shares; 2024Q4: 3,241 shares; 2025Q1: 3,179 shares; 2025Q2: 2,949 shares; 2025Q3: 2,930 shares; 2025Q4: 2,932 shares; 2026Q1: 2,903 shares 2,903 $315K <0.01% -29 Timeline TOTL 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: not reported; 2024Q4: 5,102 shares; 2025Q1: 5,207 shares; 2025Q2: 5,113 shares; 2025Q3: not reported; 2025Q4: 6,912 shares; 2026Q1: 7,912 shares 7,912 $314K <0.01% +1,000 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,113 shares; 2026Q1: 2,197 shares 2,197 $314K <0.01% +84 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 6,777 shares; 2025Q1: 6,284 shares; 2025Q2: 6,455 shares; 2025Q3: 6,422 shares; 2025Q4: 6,043 shares; 2026Q1: 6,413 shares 6,413 $313K <0.01% +370 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,151 shares; 2024Q4: 17,260 shares; 2025Q1: 12,817 shares; 2025Q2: 12,937 shares; 2025Q3: 16,722 shares; 2025Q4: 14,624 shares; 2026Q1: 21,122 shares 21,122 $312K <0.01% +6,498 Timeline IBDY 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: 14,316 shares; 2025Q4: 13,617 shares; 2026Q1: 12,050 shares 12,050 $311K <0.01% -1,567 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,645 shares; 2024Q4: 38,045 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,200 shares 30,200 $310K <0.01% new Timeline FINX 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: 15,486 shares; 2024Q4: 15,904 shares; 2025Q1: 14,669 shares; 2025Q2: 14,468 shares; 2025Q3: 14,671 shares; 2025Q4: 14,153 shares; 2026Q1: 13,349 shares 13,349 $308K <0.01% -804 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 856 shares; 2025Q1: 1,258 shares; 2025Q2: 1,238 shares; 2025Q3: 865 shares; 2025Q4: 833 shares; 2026Q1: 1,159 shares 1,159 $308K <0.01% +326 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 5,974 shares; 2025Q1: 6,274 shares; 2025Q2: 5,674 shares; 2025Q3: 5,274 shares; 2025Q4: 4,759 shares; 2026Q1: 4,759 shares 4,759 $308K <0.01% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,300 shares; 2025Q3: 27,300 shares; 2025Q4: 40,300 shares; 2026Q1: 44,300 shares 44,300 $307K <0.01% +4,000 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,811 shares; 2025Q2: 21,510 shares; 2025Q3: 27,594 shares; 2025Q4: 22,592 shares; 2026Q1: 22,332 shares 22,332 $307K <0.01% -260 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,553 shares; 2025Q1: 11,974 shares; 2025Q2: 98,704 shares; 2025Q3: 110,611 shares; 2025Q4: 116,434 shares; 2026Q1: 99,894 shares 99,894 $307K <0.01% -16,540 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,536 shares; 2024Q4: 10,540 shares; 2025Q1: 11,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,877 shares 8,877 $306K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,394 shares; 2025Q1: 3,045 shares; 2025Q2: 3,078 shares; 2025Q3: 3,178 shares; 2025Q4: 3,036 shares; 2026Q1: 2,972 shares 2,972 $306K <0.01% -64 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: not reported; 2026Q1: 4,003 shares 4,003 $305K <0.01% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS 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: 3,721 shares; 2025Q4: 3,762 shares; 2026Q1: 3,756 shares 3,756 $305K <0.01% -6 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,902 shares 40,902 $305K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 17,676 shares; 2025Q1: 16,564 shares; 2025Q2: 9,085 shares; 2025Q3: 6,972 shares; 2025Q4: 6,017 shares; 2026Q1: 5,069 shares 5,069 $305K <0.01% -948 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,576 shares; 2025Q3: 12,295 shares; 2025Q4: 4,685 shares; 2026Q1: 6,493 shares 6,493 $305K <0.01% +1,808 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,506 shares; 2026Q1: 40,006 shares 40,006 $303K <0.01% +9,500 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 555 shares; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 587 shares; 2025Q4: 589 shares; 2026Q1: 579 shares 579 $303K <0.01% -10 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,139 shares; 2025Q1: 1,893 shares; 2025Q2: 1,890 shares; 2025Q3: 1,900 shares; 2025Q4: 1,896 shares; 2026Q1: 2,068 shares 2,068 $302K <0.01% +172 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 621 shares; 2025Q1: 506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 391 shares 391 $302K <0.01% +25 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,731 shares 5,731 $301K <0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,293 shares; 2025Q1: 5,436 shares; 2025Q2: 10,795 shares; 2025Q3: 7,609 shares; 2025Q4: 3,979 shares; 2026Q1: 3,718 shares 3,718 $301K <0.01% -261 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,520 shares; 2025Q1: 7,037 shares; 2025Q2: 6,883 shares; 2025Q3: 7,673 shares; 2025Q4: 7,239 shares; 2026Q1: 7,805 shares 7,805 $301K <0.01% +566 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 10,860 shares; 2025Q1: 10,896 shares; 2025Q2: 10,934 shares; 2025Q3: 10,971 shares; 2025Q4: 11,010 shares; 2026Q1: 11,044 shares 11,044 $300K <0.01% +34 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,547 shares; 2025Q1: 2,232 shares; 2025Q2: 2,037 shares; 2025Q3: 2,168 shares; 2025Q4: 2,032 shares; 2026Q1: 2,089 shares 2,089 $299K <0.01% +57 Timeline GAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,041 shares 6,041 $299K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,505 shares 4,505 $299K <0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 13,102 shares; 2025Q4: 14,052 shares; 2026Q1: 14,052 shares 14,052 $298K <0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares; 2025Q4: 3,861 shares; 2026Q1: 3,963 shares 3,963 $298K <0.01% +102 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,316 shares; 2026Q1: 2,320 shares 2,320 $298K <0.01% +4 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 8,611 shares; 2025Q1: 4,256 shares; 2025Q2: 3,476 shares; 2025Q3: 5,267 shares; 2025Q4: 4,501 shares; 2026Q1: 4,549 shares 4,549 $297K <0.01% +48 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 14,419 shares; 2025Q1: 14,506 shares; 2025Q2: 14,591 shares; 2025Q3: 17,174 shares; 2025Q4: 17,260 shares; 2026Q1: 17,363 shares 17,363 $297K <0.01% +103 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,765 shares; 2026Q1: 6,221 shares 6,221 $297K <0.01% -544 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,258 shares; 2025Q1: 3,008 shares; 2025Q2: 4,393 shares; 2025Q3: 3,461 shares; 2025Q4: 3,397 shares; 2026Q1: 3,269 shares 3,269 $297K <0.01% -128 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 13,257 shares; 2025Q1: 12,440 shares; 2025Q2: 12,000 shares; 2025Q3: 10,865 shares; 2025Q4: 8,722 shares; 2026Q1: 8,724 shares 8,724 $297K <0.01% +2 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,871 shares; 2024Q4: 12,025 shares; 2025Q1: 3,152 shares; 2025Q2: 2,649 shares; 2025Q3: 2,609 shares; 2025Q4: 3,084 shares; 2026Q1: 3,083 shares 3,083 $296K <0.01% -1 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,795 shares; 2025Q1: 15,519 shares; 2025Q2: 19,779 shares; 2025Q3: 22,698 shares; 2025Q4: 21,773 shares; 2026Q1: 21,781 shares 21,781 $295K <0.01% +8 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,024 shares; 2025Q3: 30,242 shares; 2025Q4: 31,523 shares; 2026Q1: 27,338 shares 27,338 $294K <0.01% -4,185 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,646 shares; 2025Q4: 5,601 shares; 2026Q1: 4,484 shares 4,484 $294K <0.01% -1,117 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,855 shares; 2024Q4: 46,964 shares; 2025Q1: 44,518 shares; 2025Q2: 41,538 shares; 2025Q3: 41,612 shares; 2025Q4: 36,780 shares; 2026Q1: 31,996 shares 31,996 $293K <0.01% -4,784 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,650 shares; 2026Q1: 28,100 shares 28,100 $292K <0.01% +6,450 Timeline PTBD 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: 31,891 shares; 2024Q4: 27,445 shares; 2025Q1: 25,507 shares; 2025Q2: 22,241 shares; 2025Q3: 19,471 shares; 2025Q4: 18,386 shares; 2026Q1: 15,382 shares 15,382 $292K <0.01% -3,004 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,117 shares; 2025Q1: 2,049 shares; 2025Q2: 1,654 shares; 2025Q3: 1,610 shares; 2025Q4: 1,611 shares; 2026Q1: 1,578 shares 1,578 $292K <0.01% -33 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,000 shares 34,000 $292K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,303 shares; 2025Q1: 3,479 shares; 2025Q2: 3,348 shares; 2025Q3: 3,468 shares; 2025Q4: 5,041 shares; 2026Q1: 3,187 shares 3,187 $290K <0.01% -1,854 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 3,593 shares; 2025Q1: 6,254 shares; 2025Q2: 6,229 shares; 2025Q3: 1,868 shares; 2025Q4: 1,182 shares; 2026Q1: 1,402 shares 1,402 $290K <0.01% +220 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 9,169 shares; 2025Q1: 7,111 shares; 2025Q2: 7,488 shares; 2025Q3: 7,365 shares; 2025Q4: 6,903 shares; 2026Q1: 7,283 shares 7,283 $290K <0.01% +380 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 5,894 shares; 2026Q1: 3,339 shares 3,339 $290K <0.01% -2,555 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,191 shares; 2025Q1: 4,082 shares; 2025Q2: 4,085 shares; 2025Q3: 4,607 shares; 2025Q4: 4,509 shares; 2026Q1: 4,524 shares 4,524 $290K <0.01% +15 Timeline SPLB 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: not reported; 2025Q3: not reported; 2025Q4: 11,086 shares; 2026Q1: 13,007 shares 13,007 $289K <0.01% +1,921 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 4,969 shares; 2025Q1: 4,025 shares; 2025Q2: 3,823 shares; 2025Q3: 4,423 shares; 2025Q4: 3,905 shares; 2026Q1: 3,834 shares 3,834 $289K <0.01% -71 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 6,538 shares; 2025Q1: 6,708 shares; 2025Q2: 2,000 shares; 2025Q3: 2,126 shares; 2025Q4: 2,515 shares; 2026Q1: 1,972 shares 1,972 $287K <0.01% -543 Timeline SCHZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,558 shares; 2026Q1: 12,320 shares 12,320 $286K <0.01% +1,762 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,885 shares; 2024Q4: 12,090 shares; 2025Q1: not reported; 2025Q2: 23,223 shares; 2025Q3: 26,630 shares; 2025Q4: not reported; 2026Q1: 11,092 shares 11,092 $286K <0.01% new Timeline SPXE 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: 3,818 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 4,220 shares; 2026Q1: 4,086 shares 4,086 $284K <0.01% -134 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 11,186 shares; 2025Q1: 9,459 shares; 2025Q2: 10,378 shares; 2025Q3: 8,985 shares; 2025Q4: 6,691 shares; 2026Q1: 7,537 shares 7,537 $283K <0.01% +846 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 5,076 shares; 2025Q1: 4,457 shares; 2025Q2: 4,560 shares; 2025Q3: 4,482 shares; 2025Q4: 4,203 shares; 2026Q1: 3,975 shares 3,975 $283K <0.01% -228 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 1,002 shares 1,002 $283K <0.01% +8 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,784 shares; 2025Q2: 15,618 shares; 2025Q3: 15,279 shares; 2025Q4: 16,070 shares; 2026Q1: 16,305 shares 16,305 $282K <0.01% +235 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,467 shares; 2025Q1: 2,484 shares; 2025Q2: 2,433 shares; 2025Q3: 2,330 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares 2,328 $282K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,658 shares; 2025Q1: 3,919 shares; 2025Q2: 3,825 shares; 2025Q3: 3,930 shares; 2025Q4: 3,920 shares; 2026Q1: 3,916 shares 3,916 $281K <0.01% -4 Timeline SEIQ 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: 15,680 shares; 2025Q1: 15,424 shares; 2025Q2: not reported; 2025Q3: 9,931 shares; 2025Q4: 9,227 shares; 2026Q1: 7,712 shares 7,712 $281K <0.01% -1,515 Timeline AGNG 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: 7,431 shares; 2024Q4: 7,431 shares; 2025Q1: 7,435 shares; 2025Q2: 7,110 shares; 2025Q3: 7,535 shares; 2025Q4: 7,875 shares; 2026Q1: 7,881 shares 7,881 $281K <0.01% +6 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,817 shares 5,817 $280K <0.01% +6 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,199 shares; 2025Q2: 1,194 shares; 2025Q3: 1,168 shares; 2025Q4: 1,144 shares; 2026Q1: 1,094 shares 1,094 $279K <0.01% -50 Timeline FCG 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: 25,422 shares; 2025Q2: 17,200 shares; 2025Q3: not reported; 2025Q4: 9,753 shares; 2026Q1: 8,802 shares 8,802 $279K <0.01% -951 Timeline DFE 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: 5,276 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 4,625 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $278K <0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 8,407 shares; 2025Q1: 7,753 shares; 2025Q2: 7,061 shares; 2025Q3: 7,063 shares; 2025Q4: 7,065 shares; 2026Q1: 6,142 shares 6,142 $278K <0.01% -923 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,794 shares; 2025Q1: 8,144 shares; 2025Q2: 8,136 shares; 2025Q3: 8,065 shares; 2025Q4: 8,337 shares; 2026Q1: 8,390 shares 8,390 $276K <0.01% +53 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,331 shares; 2025Q2: 41,153 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,715 shares 14,715 $276K <0.01% new Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares 6,794 $276K <0.01% 0 Timeline EMMF 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: not reported; 2025Q4: not reported; 2026Q1: 8,322 shares 8,322 $276K <0.01% new Timeline IDEF 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: 8,413 shares 8,413 $275K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 4,940 shares; 2025Q1: 4,882 shares; 2025Q2: 6,117 shares; 2025Q3: 6,504 shares; 2025Q4: 7,015 shares; 2026Q1: 5,868 shares 5,868 $275K <0.01% -1,147 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 13,855 shares; 2025Q4: 13,855 shares; 2026Q1: 20,880 shares 20,880 $275K <0.01% +7,025 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,325 shares; 2025Q3: 9,864 shares; 2025Q4: 6,838 shares; 2026Q1: 5,485 shares 5,485 $275K <0.01% -1,353 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 6,905 shares 6,905 $274K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 5,137 shares; 2025Q4: 5,138 shares; 2026Q1: 5,136 shares 5,136 $274K <0.01% -2 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $274K <0.01% new Timeline MBBA 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: 5,505 shares 5,505 $274K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,194 shares; 2025Q2: 6,858 shares; 2025Q3: 7,074 shares; 2025Q4: 7,091 shares; 2026Q1: 6,105 shares 6,105 $273K <0.01% -986 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,579 shares; 2025Q1: 2,293 shares; 2025Q2: 2,229 shares; 2025Q3: 1,986 shares; 2025Q4: 1,995 shares; 2026Q1: 2,155 shares 2,155 $273K <0.01% +160 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 4,422 shares; 2025Q1: 4,283 shares; 2025Q2: 4,415 shares; 2025Q3: 4,404 shares; 2025Q4: 4,702 shares; 2026Q1: 6,132 shares 6,132 $273K <0.01% +1,430 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,821 shares; 2025Q1: 1,561 shares; 2025Q2: 1,621 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,355 shares 1,355 $272K <0.01% -35 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 11,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,425 shares; 2025Q4: 11,567 shares; 2026Q1: 11,389 shares 11,389 $271K <0.01% -178 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 791 shares 791 $271K <0.01% +165 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 4,306 shares; 2025Q1: 4,610 shares; 2025Q2: 3,254 shares; 2025Q3: 3,254 shares; 2025Q4: 3,194 shares; 2026Q1: 3,306 shares 3,306 $270K <0.01% +112 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,672 shares; 2026Q1: 4,514 shares 4,514 $270K <0.01% +842 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,592 shares; 2026Q1: 13,733 shares 13,733 $270K <0.01% +141 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,670 shares; 2024Q4: 60,670 shares; 2025Q1: 57,190 shares; 2025Q2: 58,690 shares; 2025Q3: 57,690 shares; 2025Q4: 41,490 shares; 2026Q1: 41,490 shares 41,490 $269K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,462 shares; 2025Q4: 2,961 shares; 2026Q1: 1,985 shares 1,985 $269K <0.01% -976 Timeline ELD 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: 10,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,619 shares 9,619 $268K <0.01% new Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES 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: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 25,930 shares 25,930 $267K <0.01% +3,630 Timeline FEOE 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: not reported; 2026Q1: 5,273 shares 5,273 $266K <0.01% new Timeline SPDV 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: 7,930 shares; 2024Q4: 9,148 shares; 2025Q1: 8,805 shares; 2025Q2: 6,826 shares; 2025Q3: 6,851 shares; 2025Q4: 7,306 shares; 2026Q1: 7,142 shares 7,142 $266K <0.01% -164 Timeline ILCG 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: 3,032 shares; 2026Q1: 2,782 shares 2,782 $266K <0.01% -250 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,648 shares 4,648 $264K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 1,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares 2,034 $264K <0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,248 shares; 2024Q4: 21,469 shares; 2025Q1: 18,447 shares; 2025Q2: 47,767 shares; 2025Q3: 43,469 shares; 2025Q4: 39,429 shares; 2026Q1: 29,933 shares 29,933 $263K <0.01% -9,496 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,205 shares; 2024Q4: 13,205 shares; 2025Q1: 14,176 shares; 2025Q2: 14,659 shares; 2025Q3: 15,124 shares; 2025Q4: 15,124 shares; 2026Q1: 16,104 shares 16,104 $262K <0.01% +980 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,926 shares 3,926 $262K <0.01% new Timeline UDIV 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: 5,035 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,660 shares; 2026Q1: 5,063 shares 5,063 $261K <0.01% +403 Timeline SUSB 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: 10,414 shares 10,414 $261K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,034 shares; 2025Q1: not reported; 2025Q2: 3,972 shares; 2025Q3: 4,460 shares; 2025Q4: 4,347 shares; 2026Q1: 4,382 shares 4,382 $261K <0.01% +35 Timeline IBDX 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: 147,203 shares; 2024Q4: 145,378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,322 shares 10,322 $261K <0.01% new Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,808 shares 11,808 $261K <0.01% new Timeline SRVR 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: 9,433 shares; 2024Q4: 9,038 shares; 2025Q1: 8,671 shares; 2025Q2: 8,679 shares; 2025Q3: 8,780 shares; 2025Q4: 8,320 shares; 2026Q1: 8,331 shares 8,331 $260K <0.01% +11 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly 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: 11,696 shares; 2025Q4: 11,696 shares; 2026Q1: 11,696 shares 11,696 $258K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,240 shares; 2024Q4: 13,240 shares; 2025Q1: 16,420 shares; 2025Q2: 38,375 shares; 2025Q3: 36,444 shares; 2025Q4: 27,982 shares; 2026Q1: 42,687 shares 42,687 $258K <0.01% +14,705 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 8,507 shares; 2025Q1: 2,319 shares; 2025Q2: 2,036 shares; 2025Q3: 2,171 shares; 2025Q4: 1,921 shares; 2026Q1: 1,877 shares 1,877 $258K <0.01% -44 Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,062 shares; 2025Q4: 7,634 shares; 2026Q1: 7,484 shares 7,484 $257K <0.01% -150 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 8,918 shares; 2025Q1: 6,633 shares; 2025Q2: 7,520 shares; 2025Q3: 7,350 shares; 2025Q4: 7,437 shares; 2026Q1: 6,896 shares 6,896 $256K <0.01% -541 Timeline USIG 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: 7,398 shares; 2025Q1: 6,709 shares; 2025Q2: not reported; 2025Q3: 5,326 shares; 2025Q4: 6,011 shares; 2026Q1: 4,998 shares 4,998 $256K <0.01% -1,013 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,518 shares; 2025Q1: not reported; 2025Q2: 4,331 shares; 2025Q3: 4,348 shares; 2025Q4: 4,249 shares; 2026Q1: 4,329 shares 4,329 $256K <0.01% +80 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 24,450 shares; 2025Q1: 24,378 shares; 2025Q2: not reported; 2025Q3: 9,863 shares; 2025Q4: 9,760 shares; 2026Q1: 6,553 shares 6,553 $256K <0.01% -3,207 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 169 shares; 2025Q1: 162 shares; 2025Q2: 128 shares; 2025Q3: 144 shares; 2025Q4: 136 shares; 2026Q1: 135 shares 135 $256K <0.01% -1 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,621 shares 131,621 $255K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,449 shares; 2024Q4: 67,449 shares; 2025Q1: 12,810 shares; 2025Q2: 13,728 shares; 2025Q3: 17,552 shares; 2025Q4: 20,020 shares; 2026Q1: 18,436 shares 18,436 $254K <0.01% -1,584 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,784 shares; 2025Q4: 10,157 shares; 2026Q1: 12,232 shares 12,232 $254K <0.01% +2,075 Timeline RFDA 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: 6,057 shares; 2024Q4: 5,937 shares; 2025Q1: 5,887 shares; 2025Q2: 5,887 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 4,050 shares 4,050 $254K <0.01% +520 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,583 shares 1,583 $254K <0.01% +110 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,716 shares; 2025Q1: 1,607 shares; 2025Q2: 1,602 shares; 2025Q3: 1,303 shares; 2025Q4: 1,493 shares; 2026Q1: 1,293 shares 1,293 $253K <0.01% -200 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,266 shares; 2025Q2: 37,957 shares; 2025Q3: 38,676 shares; 2025Q4: 5,813 shares; 2026Q1: 5,554 shares 5,554 $252K <0.01% -259 Timeline DFAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,417 shares; 2025Q3: 13,836 shares; 2025Q4: 13,787 shares; 2026Q1: 3,409 shares 3,409 $252K <0.01% -10,378 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,330 shares 3,330 $251K <0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,600 shares; 2025Q4: 22,200 shares; 2026Q1: 22,333 shares 22,333 $251K <0.01% +133 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,165 shares; 2026Q1: 3,165 shares 3,165 $251K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 6,405 shares; 2025Q1: 6,838 shares; 2025Q2: 6,721 shares; 2025Q3: 7,693 shares; 2025Q4: 1,118 shares; 2026Q1: 1,077 shares 1,077 $250K <0.01% -41 Timeline SDIV 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: 9,689 shares; 2025Q4: 9,634 shares; 2026Q1: 9,890 shares 9,890 $250K <0.01% +256 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 35,268 shares; 2025Q1: 37,856 shares; 2025Q2: 11,461 shares; 2025Q3: 53,633 shares; 2025Q4: 53,635 shares; 2026Q1: 10,567 shares 10,567 $250K <0.01% -43,068 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,207 shares; 2024Q4: 123,500 shares; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 16,685 shares; 2025Q4: 19,085 shares; 2026Q1: 18,117 shares 18,117 $248K <0.01% -968 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,089 shares; 2024Q4: 36,034 shares; 2025Q1: 44,956 shares; 2025Q2: 44,714 shares; 2025Q3: 11,631 shares; 2025Q4: 10,795 shares; 2026Q1: 10,190 shares 10,190 $248K <0.01% -605 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS 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: 10,113 shares; 2025Q3: 10,315 shares; 2025Q4: 10,318 shares; 2026Q1: 16,320 shares 16,320 $247K <0.01% +6,002 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,298 shares; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 10,943 shares; 2026Q1: 10,721 shares 10,721 $246K <0.01% -222 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,770 shares; 2025Q1: 45,028 shares; 2025Q2: 30,504 shares; 2025Q3: 27,598 shares; 2025Q4: 26,561 shares; 2026Q1: 11,918 shares 11,918 $246K <0.01% -14,643 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 744 shares; 2026Q1: 770 shares 770 $246K <0.01% +26 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,903 shares; 2025Q4: 1,637 shares; 2026Q1: 1,502 shares 1,502 $246K <0.01% -135 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,878 shares 4,878 $245K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,204 shares; 2025Q1: 14,767 shares; 2025Q2: 15,477 shares; 2025Q3: 14,142 shares; 2025Q4: 14,402 shares; 2026Q1: 13,789 shares 13,789 $245K <0.01% -613 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,408 shares; 2025Q3: 7,411 shares; 2025Q4: 7,628 shares; 2026Q1: 6,749 shares 6,749 $244K <0.01% -879 Timeline PSK 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: 8,965 shares; 2024Q4: 7,636 shares; 2025Q1: 7,667 shares; 2025Q2: 6,370 shares; 2025Q3: 6,888 shares; 2025Q4: 7,843 shares; 2026Q1: 7,910 shares 7,910 $244K <0.01% +67 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,095 shares; 2025Q3: 5,016 shares; 2025Q4: 4,625 shares; 2026Q1: 4,741 shares 4,741 $242K <0.01% +116 Timeline RFFC 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: 6,167 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 3,637 shares; 2025Q4: 3,637 shares; 2026Q1: 3,637 shares 3,637 $241K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly 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: 8,206 shares 8,206 $241K <0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,327 shares 6,327 $241K <0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $241K <0.01% 0 Timeline IYE 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: 3,711 shares 3,711 $240K <0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,290 shares; 2024Q4: 20,081 shares; 2025Q1: 15,147 shares; 2025Q2: 25,860 shares; 2025Q3: 22,274 shares; 2025Q4: 22,785 shares; 2026Q1: 19,902 shares 19,902 $240K <0.01% -2,883 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares 2,035 $238K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,658 shares; 2024Q4: 23,171 shares; 2025Q1: not reported; 2025Q2: 10,798 shares; 2025Q3: 14,757 shares; 2025Q4: 12,127 shares; 2026Q1: 21,088 shares 21,088 $238K <0.01% +8,961 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly 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: 20,300 shares; 2026Q1: 21,340 shares 21,340 $238K <0.01% +1,040 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,906 shares 7,906 $238K <0.01% new Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,820 shares; 2026Q1: 4,504 shares 4,504 $238K <0.01% +684 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,078 shares; 2025Q1: 5,263 shares; 2025Q2: not reported; 2025Q3: 6,511 shares; 2025Q4: 5,390 shares; 2026Q1: 4,952 shares 4,952 $237K <0.01% -438 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,845 shares; 2026Q1: 1,802 shares 1,802 $236K <0.01% -43 Timeline QLTA 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: 74,246 shares; 2024Q4: 57,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,951 shares 4,951 $236K <0.01% new Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 11,663 shares; 2025Q2: 11,663 shares; 2025Q3: 11,663 shares; 2025Q4: 11,677 shares; 2026Q1: 11,663 shares 11,663 $235K <0.01% -14 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,898 shares; 2025Q1: 23,313 shares; 2025Q2: 23,568 shares; 2025Q3: 33,252 shares; 2025Q4: 33,991 shares; 2026Q1: 35,568 shares 35,568 $234K <0.01% +1,577 Timeline JMM NUVEEN MULTI-MKT INCOME FD I More: the full row for NUVEEN MULTI-MKT INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,089 shares; 2025Q2: 26,263 shares; 2025Q3: 34,843 shares; 2025Q4: 34,843 shares; 2026Q1: 39,686 shares 39,686 $234K <0.01% +4,843 Timeline IVOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,164 shares; 2025Q4: 2,024 shares; 2026Q1: 1,868 shares 1,868 $234K <0.01% -156 Timeline CURB CURBLINE PPTYS CORP More: the full row for CURBLINE PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,418 shares; 2025Q1: 9,354 shares; 2025Q2: 9,354 shares; 2025Q3: 9,356 shares; 2025Q4: 9,012 shares; 2026Q1: 9,012 shares 9,012 $232K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 647 shares 647 $232K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,833 shares; 2025Q1: 15,165 shares; 2025Q2: 14,757 shares; 2025Q3: 17,046 shares; 2025Q4: 16,437 shares; 2026Q1: 3,236 shares 3,236 $231K <0.01% -13,201 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 5,196 shares; 2025Q1: 3,330 shares; 2025Q2: 3,315 shares; 2025Q3: 3,353 shares; 2025Q4: 3,334 shares; 2026Q1: 2,798 shares 2,798 $231K <0.01% -536 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 6,177 shares; 2025Q1: 5,837 shares; 2025Q2: 4,710 shares; 2025Q3: 4,350 shares; 2025Q4: 4,017 shares; 2026Q1: 3,377 shares 3,377 $230K <0.01% -640 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 15,333 shares; 2025Q1: 15,583 shares; 2025Q2: not reported; 2025Q3: 3,731 shares; 2025Q4: 3,882 shares; 2026Q1: 3,886 shares 3,886 $230K <0.01% +4 Timeline IMCV 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: 2,710 shares; 2026Q1: 2,710 shares 2,710 $230K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 16,201 shares; 2025Q1: 7,587 shares; 2025Q2: 6,868 shares; 2025Q3: 6,768 shares; 2025Q4: 6,801 shares; 2026Q1: 6,208 shares 6,208 $230K <0.01% -593 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,004 shares; 2024Q4: 18,723 shares; 2025Q1: 16,549 shares; 2025Q2: 16,932 shares; 2025Q3: 17,559 shares; 2025Q4: 16,370 shares; 2026Q1: 15,195 shares 15,195 $229K <0.01% -1,175 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,012 shares; 2025Q1: 6,012 shares; 2025Q2: 6,012 shares; 2025Q3: 6,012 shares; 2025Q4: 6,012 shares; 2026Q1: 6,012 shares 6,012 $229K <0.01% 0 Timeline EOI 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: 12,265 shares; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 9,731 shares; 2025Q3: 10,100 shares; 2025Q4: 10,147 shares; 2026Q1: 12,118 shares 12,118 $228K <0.01% +1,971 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 22,425 shares; 2025Q1: 22,456 shares; 2025Q2: 11,812 shares; 2025Q3: 11,694 shares; 2025Q4: 10,058 shares; 2026Q1: 10,615 shares 10,615 $227K <0.01% +557 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 2,857 shares; 2025Q2: 2,863 shares; 2025Q3: 3,113 shares; 2025Q4: 3,103 shares; 2026Q1: 2,749 shares 2,749 $227K <0.01% -354 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,805 shares 5,805 $226K <0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282 $226K <0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,806 shares; 2025Q1: 1,807 shares; 2025Q2: 1,814 shares; 2025Q3: 1,771 shares; 2025Q4: 1,794 shares; 2026Q1: 1,528 shares 1,528 $225K <0.01% -266 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,761 shares; 2025Q1: 10,636 shares; 2025Q2: 18,083 shares; 2025Q3: 18,294 shares; 2025Q4: 9,901 shares; 2026Q1: 9,905 shares 9,905 $225K <0.01% +4 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,177 shares; 2025Q2: not reported; 2025Q3: 4,626 shares; 2025Q4: not reported; 2026Q1: 4,818 shares 4,818 $225K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,599 shares; 2025Q4: 20,847 shares; 2026Q1: 15,568 shares 15,568 $225K <0.01% -5,279 Timeline DFGP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $225K <0.01% new Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411,558 shares; 2024Q4: 1,475,592 shares; 2025Q1: 1,793,042 shares; 2025Q2: 1,830,367 shares; 2025Q3: 1,302,912 shares; 2025Q4: 1,317,528 shares; 2026Q1: 9,391 shares 9,391 $224K <0.01% -1,308,137 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,288 shares; 2025Q1: 3,130 shares; 2025Q2: 3,075 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 3,327 shares 3,327 $224K <0.01% +251 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 1,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,248 shares; 2026Q1: 1,086 shares 1,086 $224K <0.01% -162 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,060 shares; 2026Q1: 1,860 shares 1,860 $223K <0.01% -200 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,491 shares; 2025Q1: 3,634 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026 $223K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 2,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 909 shares 909 $223K <0.01% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,200 shares; 2025Q2: 18,200 shares; 2025Q3: 17,100 shares; 2025Q4: 23,988 shares; 2026Q1: 20,988 shares 20,988 $223K <0.01% -3,000 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 12,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,050 shares 8,050 $223K <0.01% new Timeline QDF 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: 3,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,799 shares; 2025Q4: 2,805 shares; 2026Q1: 2,808 shares 2,808 $222K <0.01% +3 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,608 shares; 2025Q1: 1,545 shares; 2025Q2: 1,542 shares; 2025Q3: 1,952 shares; 2025Q4: 1,398 shares; 2026Q1: 887 shares 887 $221K <0.01% -511 Timeline NUMG 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: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 5,130 shares; 2025Q4: 5,130 shares; 2026Q1: 5,375 shares 5,375 $221K <0.01% +245 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares 2,843 $221K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387 shares; 2026Q1: 459 shares 459 $220K <0.01% +72 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 21,595 shares; 2025Q1: 18,865 shares; 2025Q2: 15,163 shares; 2025Q3: 12,369 shares; 2025Q4: 9,067 shares; 2026Q1: 8,649 shares 8,649 $219K <0.01% -418 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 25,500 shares; 2025Q1: 9,531 shares; 2025Q2: 8,865 shares; 2025Q3: not reported; 2025Q4: 4,369 shares; 2026Q1: 4,415 shares 4,415 $219K <0.01% +46 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 13,311 shares; 2025Q1: 13,311 shares; 2025Q2: 17,747 shares; 2025Q3: 17,813 shares; 2025Q4: 17,880 shares; 2026Q1: 17,334 shares 17,334 $219K <0.01% -546 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,061 shares; 2024Q4: 14,662 shares; 2025Q1: 11,716 shares; 2025Q2: 11,754 shares; 2025Q3: 11,396 shares; 2025Q4: 11,470 shares; 2026Q1: 11,088 shares 11,088 $218K <0.01% -382 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,048 shares; 2025Q2: 1,040 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $217K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC 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: 1,525 shares 1,525 $217K <0.01% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,561 shares; 2025Q1: 6,561 shares; 2025Q2: 6,531 shares; 2025Q3: 6,531 shares; 2025Q4: 6,531 shares; 2026Q1: 5,104 shares 5,104 $217K <0.01% -1,427 Timeline PTMC 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: 6,396 shares; 2024Q4: 6,670 shares; 2025Q1: 6,401 shares; 2025Q2: 6,401 shares; 2025Q3: 6,401 shares; 2025Q4: 5,900 shares; 2026Q1: 5,914 shares 5,914 $216K <0.01% +14 Timeline SUSC 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: 8,642 shares; 2026Q1: 9,339 shares 9,339 $216K <0.01% +697 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 2,594 shares; 2025Q4: not reported; 2026Q1: 2,321 shares 2,321 $216K <0.01% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,570 shares; 2024Q4: 46,245 shares; 2025Q1: 34,667 shares; 2025Q2: 59,675 shares; 2025Q3: 59,300 shares; 2025Q4: 59,365 shares; 2026Q1: 59,416 shares 59,416 $216K <0.01% +51 Timeline WELD 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: 4,332 shares 4,332 $216K <0.01% new Timeline