EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 13,213 shares; 2025Q1: 32,109 shares; 2025Q2: 47,018 shares; 2025Q3: 48,247 shares; 2025Q4: 54,480 shares; 2026Q1: 28,054 shares 28,054 $2.64M 0.03% -26,426 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,269 shares; 2025Q4: 4,120 shares; 2026Q1: 6,698 shares 6,698 $2.63M 0.03% +2,578 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 59,175 shares; 2025Q4: 72,172 shares; 2026Q1: 102,747 shares 102,747 $2.58M 0.03% +30,575 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,561 shares; 2025Q4: 23,056 shares; 2026Q1: 76,707 shares 76,707 $2.58M 0.03% +53,651 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,918 shares; 2025Q4: 19,131 shares; 2026Q1: 17,123 shares 17,123 $2.58M 0.03% -2,008 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,610 shares; 2025Q2: 6,879 shares; 2025Q3: 6,863 shares; 2025Q4: 7,009 shares; 2026Q1: 7,739 shares 7,739 $2.58M 0.03% +730 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,450 shares; 2024Q4: 59,241 shares; 2025Q1: 58,739 shares; 2025Q2: 58,815 shares; 2025Q3: 58,828 shares; 2025Q4: 51,795 shares; 2026Q1: 51,906 shares 51,906 $2.55M 0.03% +111 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,406 shares; 2025Q3: 13,604 shares; 2025Q4: 16,241 shares; 2026Q1: 16,338 shares 16,338 $2.53M 0.03% +97 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: 1,039 shares; 2026Q1: 3,602 shares 3,602 $2.53M 0.03% +2,563 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,090 shares; 2025Q1: 4,044 shares; 2025Q2: 4,052 shares; 2025Q3: 4,111 shares; 2025Q4: 4,150 shares; 2026Q1: 5,213 shares 5,213 $2.53M 0.03% +1,063 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: 35,371 shares; 2024Q4: 35,898 shares; 2025Q1: not reported; 2025Q2: 3,666 shares; 2025Q3: 56,483 shares; 2025Q4: 54,606 shares; 2026Q1: 53,919 shares 53,919 $2.53M 0.03% -687 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,688 shares; 2025Q4: 31,900 shares; 2026Q1: 32,261 shares 32,261 $2.52M 0.03% +361 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,869 shares; 2025Q4: 39,591 shares; 2026Q1: 47,517 shares 47,517 $2.5M 0.03% +7,926 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 19,269 shares; 2025Q1: 42,447 shares; 2025Q2: 45,755 shares; 2025Q3: 23,350 shares; 2025Q4: 23,306 shares; 2026Q1: 22,795 shares 22,795 $2.5M 0.03% -511 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,263 shares; 2025Q4: 34,686 shares; 2026Q1: 46,775 shares 46,775 $2.5M 0.03% +12,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,606 shares 33,606 $2.5M 0.03% new Timeline PRFD 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: 44,543 shares; 2025Q4: 45,994 shares; 2026Q1: 49,193 shares 49,193 $2.49M 0.03% +3,199 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 15,590 shares; 2025Q4: 9,036 shares; 2026Q1: 26,761 shares 26,761 $2.48M 0.03% +17,725 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,501 shares; 2025Q1: 92,501 shares; 2025Q2: 92,503 shares; 2025Q3: 92,501 shares; 2025Q4: 92,501 shares; 2026Q1: 92,558 shares 92,558 $2.46M 0.03% +57 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 8,079 shares; 2025Q1: 9,102 shares; 2025Q2: 7,550 shares; 2025Q3: 8,702 shares; 2025Q4: 9,128 shares; 2026Q1: 9,614 shares 9,614 $2.44M 0.03% +486 Timeline EFG 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: 4,439 shares; 2024Q4: 5,805 shares; 2025Q1: 19,286 shares; 2025Q2: 20,026 shares; 2025Q3: 19,715 shares; 2025Q4: 19,549 shares; 2026Q1: 21,915 shares 21,915 $2.44M 0.03% +2,366 Timeline SDY 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: 8,204 shares; 2024Q4: 8,430 shares; 2025Q1: 9,544 shares; 2025Q2: 9,400 shares; 2025Q3: 15,495 shares; 2025Q4: 15,644 shares; 2026Q1: 16,675 shares 16,675 $2.43M 0.03% +1,031 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,045 shares; 2025Q4: 128,302 shares; 2026Q1: 131,995 shares 131,995 $2.43M 0.03% +3,693 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,290 shares; 2025Q4: 15,205 shares; 2026Q1: 22,071 shares 22,071 $2.42M 0.03% +6,866 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,276 shares; 2024Q4: 37,543 shares; 2025Q1: 37,450 shares; 2025Q2: 36,174 shares; 2025Q3: 23,309 shares; 2025Q4: 25,216 shares; 2026Q1: 29,520 shares 29,520 $2.42M 0.03% +4,304 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 31,313 shares; 2025Q1: 27,281 shares; 2025Q2: 27,569 shares; 2025Q3: 31,372 shares; 2025Q4: 32,879 shares; 2026Q1: 33,361 shares 33,361 $2.4M 0.03% +482 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,887 shares; 2025Q4: 65,299 shares; 2026Q1: 67,271 shares 67,271 $2.39M 0.03% +1,972 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 15,552 shares; 2025Q1: 15,983 shares; 2025Q2: 16,586 shares; 2025Q3: 15,401 shares; 2025Q4: 15,364 shares; 2026Q1: 16,418 shares 16,418 $2.39M 0.03% +1,054 Timeline SMIN 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: 37,157 shares; 2025Q4: 40,193 shares; 2026Q1: 39,316 shares 39,316 $2.36M 0.03% -877 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,939 shares; 2025Q4: 58,161 shares; 2026Q1: 60,484 shares 60,484 $2.36M 0.03% +2,323 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,686 shares; 2026Q1: 69,335 shares 69,335 $2.35M 0.03% +38,649 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,953 shares; 2025Q4: 6,916 shares; 2026Q1: 39,458 shares 39,458 $2.35M 0.03% +32,542 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: 126,045 shares; 2025Q4: 148,664 shares; 2026Q1: 147,490 shares 147,490 $2.33M 0.03% -1,174 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,663 shares; 2025Q4: 100,157 shares; 2026Q1: 108,651 shares 108,651 $2.33M 0.03% +8,494 Timeline FTCS 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: 14,952 shares; 2024Q4: 14,953 shares; 2025Q1: 16,962 shares; 2025Q2: 39,054 shares; 2025Q3: 43,185 shares; 2025Q4: 25,059 shares; 2026Q1: 25,020 shares 25,020 $2.32M 0.03% -39 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,136 shares; 2025Q1: 150,136 shares; 2025Q2: 151,286 shares; 2025Q3: 151,086 shares; 2025Q4: 150,986 shares; 2026Q1: 150,886 shares 150,886 $2.32M 0.03% -100 Timeline HEZU 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: 46,709 shares; 2025Q2: 49,407 shares; 2025Q3: 52,358 shares; 2025Q4: 51,759 shares; 2026Q1: 52,952 shares 52,952 $2.31M 0.03% +1,193 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 685 shares 685 $2.31M 0.03% +539 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: not reported; 2024Q4: not reported; 2025Q1: 3,399 shares; 2025Q2: 3,439 shares; 2025Q3: 3,640 shares; 2025Q4: 3,928 shares; 2026Q1: 24,095 shares 24,095 $2.31M 0.03% +20,167 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 33,841 shares; 2025Q1: 38,954 shares; 2025Q2: 38,802 shares; 2025Q3: 40,380 shares; 2025Q4: 40,374 shares; 2026Q1: 43,361 shares 43,361 $2.28M 0.03% +2,987 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 5,716 shares; 2025Q1: 4,017 shares; 2025Q2: 5,460 shares; 2025Q3: 6,145 shares; 2025Q4: 6,188 shares; 2026Q1: 6,593 shares 6,593 $2.26M 0.03% +405 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,043 shares; 2025Q1: 3,894 shares; 2025Q2: 6,530 shares; 2025Q3: 6,606 shares; 2025Q4: 6,435 shares; 2026Q1: 6,284 shares 6,284 $2.26M 0.03% -151 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,643 shares; 2025Q1: 2,960 shares; 2025Q2: 3,102 shares; 2025Q3: 5,964 shares; 2025Q4: 6,377 shares; 2026Q1: 10,795 shares 10,795 $2.25M 0.03% +4,418 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 20,458 shares 20,458 $2.24M 0.03% new Timeline CIBR 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: 37,750 shares; 2025Q4: 40,072 shares; 2026Q1: 35,665 shares 35,665 $2.24M 0.03% -4,407 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,327 shares; 2025Q1: 118,327 shares; 2025Q2: 118,327 shares; 2025Q3: 118,327 shares; 2025Q4: 119,438 shares; 2026Q1: 121,625 shares 121,625 $2.22M 0.03% +2,187 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 65,281 shares; 2025Q1: 56,966 shares; 2025Q2: 54,356 shares; 2025Q3: 70,272 shares; 2025Q4: 69,030 shares; 2026Q1: 71,556 shares 71,556 $2.22M 0.03% +2,526 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,932 shares; 2025Q3: 43,278 shares; 2025Q4: 50,867 shares; 2026Q1: 49,740 shares 49,740 $2.21M 0.03% -1,127 Timeline KBWY 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: 318,063 shares; 2025Q4: 331,197 shares; 2026Q1: 144,611 shares 144,611 $2.21M 0.03% -186,586 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,508 shares; 2025Q3: 2,501 shares; 2025Q4: 2,556 shares; 2026Q1: 15,602 shares 15,602 $2.2M 0.03% +13,046 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268,639 shares; 2025Q4: 181,998 shares; 2026Q1: 127,969 shares 127,969 $2.19M 0.03% -54,029 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: 25,336 shares; 2026Q1: 46,234 shares 46,234 $2.19M 0.03% +20,898 Timeline IWB 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: 5,730 shares; 2024Q4: 5,694 shares; 2025Q1: 3,740 shares; 2025Q2: 5,648 shares; 2025Q3: 5,582 shares; 2025Q4: 5,737 shares; 2026Q1: 6,124 shares 6,124 $2.18M 0.03% +387 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,843 shares; 2025Q4: 1,619 shares; 2026Q1: 15,019 shares 15,019 $2.18M 0.03% +13,400 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: 65,099 shares; 2024Q4: 57,286 shares; 2025Q1: 75,388 shares; 2025Q2: 75,524 shares; 2025Q3: 71,116 shares; 2025Q4: 76,605 shares; 2026Q1: 82,240 shares 82,240 $2.17M 0.03% +5,635 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,976 shares; 2025Q4: 34,685 shares; 2026Q1: 30,788 shares 30,788 $2.17M 0.03% -3,897 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 33,811 shares; 2025Q1: 33,483 shares; 2025Q2: 31,914 shares; 2025Q3: 32,589 shares; 2025Q4: 31,906 shares; 2026Q1: 35,155 shares 35,155 $2.16M 0.03% +3,249 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,600 shares; 2025Q4: 186,100 shares; 2026Q1: 185,944 shares 185,944 $2.16M 0.03% -156 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,198 shares; 2024Q4: 29,634 shares; 2025Q1: 32,431 shares; 2025Q2: 34,972 shares; 2025Q3: 42,459 shares; 2025Q4: 44,984 shares; 2026Q1: 52,505 shares 52,505 $2.16M 0.03% +7,521 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,906 shares; 2024Q4: 35,323 shares; 2025Q1: 37,124 shares; 2025Q2: 22,344 shares; 2025Q3: 22,195 shares; 2025Q4: 20,624 shares; 2026Q1: 23,938 shares 23,938 $2.14M 0.03% +3,314 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 456,700 shares; 2025Q3: 504,050 shares; 2025Q4: 608,800 shares; 2026Q1: 576,180 shares 576,180 $2.14M 0.03% -32,620 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,798 shares 52,798 $2.12M 0.03% new Timeline EMLC 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: 58,902 shares; 2024Q4: 60,372 shares; 2025Q1: 58,356 shares; 2025Q2: 62,606 shares; 2025Q3: 62,739 shares; 2025Q4: 62,284 shares; 2026Q1: 84,021 shares 84,021 $2.11M 0.03% +21,737 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,230 shares 51,230 $2.1M 0.03% new Timeline SLYV 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: 12,452 shares; 2024Q4: 12,530 shares; 2025Q1: 10,887 shares; 2025Q2: 4,056 shares; 2025Q3: 4,143 shares; 2025Q4: 4,185 shares; 2026Q1: 22,218 shares 22,218 $2.1M 0.03% +18,033 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to 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: 59,029 shares 59,029 $2.09M 0.03% new Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,134 shares; 2025Q4: 72,529 shares; 2026Q1: 66,771 shares 66,771 $2.07M 0.03% -5,758 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,752 shares; 2024Q4: 19,154 shares; 2025Q1: 19,418 shares; 2025Q2: 19,559 shares; 2025Q3: 20,054 shares; 2025Q4: 20,184 shares; 2026Q1: 19,644 shares 19,644 $2.07M 0.03% -540 Timeline PPTY 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: 141,814 shares; 2025Q4: 145,568 shares; 2026Q1: 68,826 shares 68,826 $2.07M 0.03% -76,742 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 5,765 shares; 2025Q1: 6,129 shares; 2025Q2: 6,286 shares; 2025Q3: 6,400 shares; 2025Q4: 6,424 shares; 2026Q1: 6,328 shares 6,328 $2.07M 0.03% -96 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 9,713 shares; 2025Q3: 7,911 shares; 2025Q4: not reported; 2026Q1: 74,448 shares 74,448 $2.07M 0.03% new Timeline SCHH 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: 80,060 shares; 2025Q3: 81,495 shares; 2025Q4: 94,294 shares; 2026Q1: 95,622 shares 95,622 $2.05M 0.03% +1,328 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 43,678 shares; 2025Q4: 44,381 shares; 2026Q1: 57,308 shares 57,308 $2.04M 0.03% +12,927 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,786 shares; 2025Q2: 41,876 shares; 2025Q3: 43,565 shares; 2025Q4: 44,536 shares; 2026Q1: 47,879 shares 47,879 $2.03M 0.03% +3,343 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,628 shares; 2025Q2: 59,541 shares; 2025Q3: 61,843 shares; 2025Q4: 66,738 shares; 2026Q1: 33,642 shares 33,642 $2.01M 0.03% -33,096 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,577 shares; 2025Q3: 31,053 shares; 2025Q4: 29,800 shares; 2026Q1: 29,191 shares 29,191 $2M 0.03% -609 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,138 shares; 2025Q4: 57,172 shares; 2026Q1: 61,169 shares 61,169 $1.99M 0.03% +3,997 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,310 shares; 2025Q4: 28,286 shares; 2026Q1: 85,304 shares 85,304 $1.99M 0.03% +57,018 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 376,749 shares 376,749 $1.99M 0.03% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,469 shares; 2024Q4: 82,149 shares; 2025Q1: 94,116 shares; 2025Q2: 158,758 shares; 2025Q3: 166,856 shares; 2025Q4: 192,415 shares; 2026Q1: 208,208 shares 208,208 $1.97M 0.03% +15,793 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 387 shares; 2025Q1: 297 shares; 2025Q2: 301 shares; 2025Q3: 314 shares; 2025Q4: 342 shares; 2026Q1: 464 shares 464 $1.96M 0.02% +122 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,533 shares 17,533 $1.94M 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 20,149 shares; 2025Q1: 21,685 shares; 2025Q2: 24,444 shares; 2025Q3: 25,588 shares; 2025Q4: 26,629 shares; 2026Q1: 27,458 shares 27,458 $1.94M 0.02% +829 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,944 shares; 2025Q4: 49,966 shares; 2026Q1: 39,062 shares 39,062 $1.94M 0.02% -10,904 Timeline GRID 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: 2,911 shares; 2025Q4: 8,751 shares; 2026Q1: 11,844 shares 11,844 $1.94M 0.02% +3,093 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,882 shares; 2025Q4: 8,856 shares; 2026Q1: 8,395 shares 8,395 $1.93M 0.02% -461 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,891 shares; 2025Q1: 6,173 shares; 2025Q2: 15,553 shares; 2025Q3: 25,227 shares; 2025Q4: 34,539 shares; 2026Q1: 45,448 shares 45,448 $1.92M 0.02% +10,909 Timeline LVHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,775 shares; 2025Q4: 38,549 shares; 2026Q1: 47,271 shares 47,271 $1.92M 0.02% +8,722 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares; 2025Q4: 15,049 shares; 2026Q1: 15,051 shares 15,051 $1.92M 0.02% +2 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,461 shares; 2025Q3: 254,621 shares; 2025Q4: 252,691 shares; 2026Q1: 188,582 shares 188,582 $1.91M 0.02% -64,109 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: not reported; 2024Q4: not reported; 2025Q1: 9,999 shares; 2025Q2: 21,121 shares; 2025Q3: 23,554 shares; 2025Q4: 24,683 shares; 2026Q1: 28,697 shares 28,697 $1.87M 0.02% +4,014 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,747 shares 48,747 $1.87M 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079 shares; 2025Q4: 2,155 shares; 2026Q1: 16,143 shares 16,143 $1.86M 0.02% +13,988 Timeline AIRR 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: 8,517 shares; 2025Q4: 10,864 shares; 2026Q1: 16,822 shares 16,822 $1.86M 0.02% +5,958 Timeline TBIL 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: not reported; 2026Q1: 37,354 shares 37,354 $1.86M 0.02% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,946 shares; 2026Q1: 35,196 shares 35,196 $1.86M 0.02% +250 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 27,508 shares; 2025Q1: 29,345 shares; 2025Q2: 28,946 shares; 2025Q3: 28,711 shares; 2025Q4: 44,479 shares; 2026Q1: 45,723 shares 45,723 $1.85M 0.02% +1,244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,499 shares; 2025Q4: 43,630 shares; 2026Q1: 48,042 shares 48,042 $1.85M 0.02% +4,412 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,944 shares; 2025Q3: 125,259 shares; 2025Q4: 124,267 shares; 2026Q1: 123,998 shares 123,998 $1.85M 0.02% -269 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 48,783 shares 48,783 $1.84M 0.02% new Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,282 shares; 2025Q4: 10,352 shares; 2026Q1: 12,584 shares 12,584 $1.83M 0.02% +2,232 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,045 shares; 2025Q4: 23,676 shares; 2026Q1: 25,379 shares 25,379 $1.83M 0.02% +1,703 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: 11,171 shares; 2024Q4: 10,787 shares; 2025Q1: 11,113 shares; 2025Q2: 10,228 shares; 2025Q3: 22,166 shares; 2025Q4: 21,540 shares; 2026Q1: 23,263 shares 23,263 $1.82M 0.02% +1,723 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,275 shares; 2025Q1: 5,942 shares; 2025Q2: 4,611 shares; 2025Q3: 16,129 shares; 2025Q4: 16,110 shares; 2026Q1: 14,503 shares 14,503 $1.82M 0.02% -1,607 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,637 shares; 2025Q1: 5,660 shares; 2025Q2: 6,913 shares; 2025Q3: 9,507 shares; 2025Q4: 9,123 shares; 2026Q1: 8,342 shares 8,342 $1.8M 0.02% -781 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 4,950 shares; 2025Q2: 17,089 shares; 2025Q3: 17,614 shares; 2025Q4: 10,481 shares; 2026Q1: 9,932 shares 9,932 $1.79M 0.02% -549 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: not reported; 2025Q1: 9,663 shares; 2025Q2: 10,075 shares; 2025Q3: 11,787 shares; 2025Q4: 10,174 shares; 2026Q1: 16,487 shares 16,487 $1.78M 0.02% +6,313 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED 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: 379,829 shares; 2025Q4: 390,419 shares; 2026Q1: 379,807 shares 379,807 $1.78M 0.02% -10,612 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,215 shares; 2025Q4: 33,263 shares; 2026Q1: 72,676 shares 72,676 $1.77M 0.02% +39,413 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: 2,459 shares; 2024Q4: 8,459 shares; 2025Q1: 8,474 shares; 2025Q2: 8,459 shares; 2025Q3: 10,761 shares; 2025Q4: 10,707 shares; 2026Q1: 17,939 shares 17,939 $1.77M 0.02% +7,232 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,239 shares; 2025Q4: 47,684 shares; 2026Q1: 52,388 shares 52,388 $1.77M 0.02% +4,704 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 17,282 shares; 2025Q4: 18,512 shares; 2026Q1: 18,949 shares 18,949 $1.76M 0.02% +437 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,399 shares; 2025Q1: 7,226 shares; 2025Q2: 8,858 shares; 2025Q3: 5,319 shares; 2025Q4: 12,139 shares; 2026Q1: 14,508 shares 14,508 $1.76M 0.02% +2,369 Timeline TABD 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,237 shares 70,237 $1.75M 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,161 shares; 2025Q1: 5,767 shares; 2025Q2: 4,538 shares; 2025Q3: 3,520 shares; 2025Q4: 3,306 shares; 2026Q1: 3,555 shares 3,555 $1.75M 0.02% +249 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: 11,447 shares; 2024Q4: 11,362 shares; 2025Q1: 96,844 shares; 2025Q2: 100,381 shares; 2025Q3: 100,003 shares; 2025Q4: 97,378 shares; 2026Q1: 21,261 shares 21,261 $1.74M 0.02% -76,117 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,024 shares; 2025Q4: 35,767 shares; 2026Q1: 44,847 shares 44,847 $1.73M 0.02% +9,080 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,527 shares; 2024Q4: 16,678 shares; 2025Q1: 76,225 shares; 2025Q2: 73,035 shares; 2025Q3: 81,546 shares; 2025Q4: 82,951 shares; 2026Q1: 21,665 shares 21,665 $1.72M 0.02% -61,286 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,253 shares 16,253 $1.72M 0.02% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,646 shares 19,646 $1.7M 0.02% new 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: not reported; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,282 shares 9,282 $1.69M 0.02% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,174 shares; 2025Q1: 43,669 shares; 2025Q2: 60,389 shares; 2025Q3: 61,915 shares; 2025Q4: 61,766 shares; 2026Q1: 62,346 shares 62,346 $1.68M 0.02% +580 Timeline FTSM 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: 32,305 shares; 2024Q4: 33,135 shares; 2025Q1: 44,141 shares; 2025Q2: 32,484 shares; 2025Q3: 37,306 shares; 2025Q4: 33,274 shares; 2026Q1: 27,917 shares 27,917 $1.67M 0.02% -5,357 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,091 shares; 2025Q1: 40,098 shares; 2025Q2: 40,285 shares; 2025Q3: 40,195 shares; 2025Q4: 40,216 shares; 2026Q1: 40,453 shares 40,453 $1.67M 0.02% +237 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,446 shares; 2025Q1: 3,466 shares; 2025Q2: 3,495 shares; 2025Q3: 3,734 shares; 2025Q4: 4,300 shares; 2026Q1: 10,965 shares 10,965 $1.66M 0.02% +6,665 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,809 shares 31,809 $1.66M 0.02% new Timeline VTWV 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: 13,602 shares; 2025Q4: 10,988 shares; 2026Q1: 9,873 shares 9,873 $1.65M 0.02% -1,115 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,064 shares; 2025Q4: 46,185 shares; 2026Q1: 89,430 shares 89,430 $1.65M 0.02% +43,245 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 7,441 shares 7,441 $1.61M 0.02% +5,094 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,115 shares; 2025Q4: 27,905 shares; 2026Q1: 27,287 shares 27,287 $1.61M 0.02% -618 Timeline SMC SUMMIT MIDSTREAM CORPORATION More: the full row for SUMMIT MIDSTREAM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,985 shares; 2025Q4: 52,985 shares; 2026Q1: 52,985 shares 52,985 $1.6M 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 533 shares; 2025Q1: 553 shares; 2025Q2: 548 shares; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 1,379 shares 1,379 $1.6M 0.02% +1,219 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,663 shares 191,663 $1.59M 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 3,901 shares; 2025Q3: 4,816 shares; 2025Q4: 8,288 shares; 2026Q1: 8,795 shares 8,795 $1.58M 0.02% +507 Timeline EEMS 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: 21,600 shares; 2025Q4: 22,351 shares; 2026Q1: 22,886 shares 22,886 $1.58M 0.02% +535 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: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 2,433 shares; 2025Q2: 1,964 shares; 2025Q3: 3,415 shares; 2025Q4: 3,965 shares; 2026Q1: 12,631 shares 12,631 $1.58M 0.02% +8,666 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,728 shares; 2025Q4: 10,416 shares; 2026Q1: 30,267 shares 30,267 $1.56M 0.02% +19,851 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,179 shares; 2025Q4: 43,789 shares; 2026Q1: 52,087 shares 52,087 $1.56M 0.02% +8,298 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,146 shares; 2025Q1: 23,585 shares; 2025Q2: 26,141 shares; 2025Q3: 26,630 shares; 2025Q4: 28,286 shares; 2026Q1: 28,685 shares 28,685 $1.55M 0.02% +399 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,294 shares; 2025Q1: 11,772 shares; 2025Q2: 11,100 shares; 2025Q3: 11,064 shares; 2025Q4: 10,477 shares; 2026Q1: 7,087 shares 7,087 $1.55M 0.02% -3,390 Timeline MTUM 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: 1,681 shares; 2025Q2: 3,028 shares; 2025Q3: 6,743 shares; 2025Q4: 6,633 shares; 2026Q1: 6,456 shares 6,456 $1.55M 0.02% -177 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,474 shares; 2025Q1: 5,599 shares; 2025Q2: 5,605 shares; 2025Q3: 5,401 shares; 2025Q4: 7,937 shares; 2026Q1: 8,162 shares 8,162 $1.55M 0.02% +225 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,629 shares; 2025Q1: 13,535 shares; 2025Q2: 12,105 shares; 2025Q3: 52,667 shares; 2025Q4: 28,025 shares; 2026Q1: 21,889 shares 21,889 $1.54M 0.02% -6,136 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 7,609 shares; 2025Q1: 6,747 shares; 2025Q2: 7,570 shares; 2025Q3: 7,732 shares; 2025Q4: 24,860 shares; 2026Q1: 30,671 shares 30,671 $1.53M 0.02% +5,811 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: 32,159 shares; 2025Q1: 31,628 shares; 2025Q2: 26,574 shares; 2025Q3: 28,028 shares; 2025Q4: 28,709 shares; 2026Q1: 30,385 shares 30,385 $1.53M 0.02% +1,676 Timeline PCEF 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: 12,172 shares; 2025Q1: 20,338 shares; 2025Q2: 61,860 shares; 2025Q3: 59,271 shares; 2025Q4: 63,834 shares; 2026Q1: 81,154 shares 81,154 $1.53M 0.02% +17,320 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,221 shares; 2025Q4: 40,192 shares; 2026Q1: 41,557 shares 41,557 $1.53M 0.02% +1,365 Timeline BRTR 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: 30,419 shares 30,419 $1.53M 0.02% new Timeline URG UR-ENERGY INC More: the full row for UR-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: 1,011,729 shares; 2025Q4: 1,013,729 shares; 2026Q1: 1,012,927 shares 1,012,927 $1.51M 0.02% -802 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE 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: 225,633 shares; 2025Q4: 225,633 shares; 2026Q1: 225,883 shares 225,883 $1.5M 0.02% +250 Timeline FICS 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: 29,960 shares; 2025Q4: 37,162 shares; 2026Q1: 38,354 shares 38,354 $1.5M 0.02% +1,192 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 6,994 shares; 2026Q1: 6,810 shares 6,810 $1.49M 0.02% -184 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 29,723 shares; 2025Q1: 23,390 shares; 2025Q2: 22,618 shares; 2025Q3: 25,690 shares; 2025Q4: 27,461 shares; 2026Q1: 28,776 shares 28,776 $1.49M 0.02% +1,315 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: 30,625 shares; 2024Q4: 32,599 shares; 2025Q1: 31,934 shares; 2025Q2: 33,059 shares; 2025Q3: 32,317 shares; 2025Q4: 35,876 shares; 2026Q1: 33,835 shares 33,835 $1.48M 0.02% -2,041 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,628 shares; 2025Q1: 15,048 shares; 2025Q2: 20,244 shares; 2025Q3: 18,560 shares; 2025Q4: 15,438 shares; 2026Q1: 18,324 shares 18,324 $1.48M 0.02% +2,886 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: 12,654 shares; 2024Q4: 13,024 shares; 2025Q1: 13,174 shares; 2025Q2: 12,637 shares; 2025Q3: 10,845 shares; 2025Q4: 10,574 shares; 2026Q1: 8,490 shares 8,490 $1.47M 0.02% -2,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,656 shares; 2025Q4: 56,168 shares; 2026Q1: 57,004 shares 57,004 $1.47M 0.02% +836 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 8,741 shares; 2025Q1: 8,765 shares; 2025Q2: 9,656 shares; 2025Q3: 10,039 shares; 2025Q4: 11,639 shares; 2026Q1: 20,085 shares 20,085 $1.47M 0.02% +8,446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,338 shares; 2025Q4: 54,394 shares; 2026Q1: 59,924 shares 59,924 $1.47M 0.02% +5,530 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 8,498 shares; 2025Q1: 16,706 shares; 2025Q2: 21,613 shares; 2025Q3: 19,969 shares; 2025Q4: 17,298 shares; 2026Q1: 14,142 shares 14,142 $1.46M 0.02% -3,156 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,638 shares; 2025Q1: 3,617 shares; 2025Q2: 3,932 shares; 2025Q3: 4,525 shares; 2025Q4: 4,743 shares; 2026Q1: 4,068 shares 4,068 $1.45M 0.02% -675 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,015 shares; 2024Q4: 39,435 shares; 2025Q1: 41,898 shares; 2025Q2: 42,057 shares; 2025Q3: 41,596 shares; 2025Q4: 40,401 shares; 2026Q1: 43,352 shares 43,352 $1.45M 0.02% +2,951 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 4,938 shares; 2025Q1: 8,975 shares; 2025Q2: 8,803 shares; 2025Q3: 9,176 shares; 2025Q4: 8,723 shares; 2026Q1: 9,976 shares 9,976 $1.45M 0.02% +1,253 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 3,427 shares; 2026Q1: 4,931 shares 4,931 $1.44M 0.02% +1,504 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 8,473 shares; 2025Q1: 12,703 shares; 2025Q2: 13,056 shares; 2025Q3: 13,321 shares; 2025Q4: 12,572 shares; 2026Q1: 11,839 shares 11,839 $1.44M 0.02% -733 Timeline RLY 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: 61,263 shares; 2025Q4: 61,862 shares; 2026Q1: 39,794 shares 39,794 $1.44M 0.02% -22,068 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 8,519 shares; 2025Q1: 8,580 shares; 2025Q2: 8,543 shares; 2025Q3: 9,044 shares; 2025Q4: 8,947 shares; 2026Q1: 8,860 shares 8,860 $1.43M 0.02% -87 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: 17,980 shares; 2024Q4: 17,457 shares; 2025Q1: 19,294 shares; 2025Q2: 20,977 shares; 2025Q3: 21,279 shares; 2025Q4: 20,441 shares; 2026Q1: 20,738 shares 20,738 $1.43M 0.02% +297 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,589 shares; 2024Q4: 65,041 shares; 2025Q1: 53,011 shares; 2025Q2: 50,508 shares; 2025Q3: 47,774 shares; 2025Q4: 46,623 shares; 2026Q1: 30,024 shares 30,024 $1.43M 0.02% -16,599 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,938 shares; 2025Q4: 62,344 shares; 2026Q1: 55,891 shares 55,891 $1.42M 0.02% -6,453 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 39,215 shares; 2025Q4: 38,025 shares; 2026Q1: 38,025 shares 38,025 $1.42M 0.02% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 13,300 shares; 2025Q4: 13,718 shares; 2026Q1: 14,176 shares 14,176 $1.41M 0.02% +458 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,363 shares; 2025Q1: 11,923 shares; 2025Q2: 11,722 shares; 2025Q3: 11,723 shares; 2025Q4: 11,732 shares; 2026Q1: 13,935 shares 13,935 $1.4M 0.02% +2,203 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,618 shares; 2025Q2: 20,031 shares; 2025Q3: 21,277 shares; 2025Q4: 21,074 shares; 2026Q1: 21,545 shares 21,545 $1.4M 0.02% +471 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 6,017 shares; 2025Q1: 25,427 shares; 2025Q2: 25,632 shares; 2025Q3: 24,871 shares; 2025Q4: 23,631 shares; 2026Q1: 34,946 shares 34,946 $1.39M 0.02% +11,315 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,830 shares; 2025Q1: 3,371 shares; 2025Q2: 3,378 shares; 2025Q3: 3,394 shares; 2025Q4: 3,454 shares; 2026Q1: 3,431 shares 3,431 $1.37M 0.02% -23 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,229 shares; 2025Q1: 57,232 shares; 2025Q2: 60,668 shares; 2025Q3: 60,666 shares; 2025Q4: 61,265 shares; 2026Q1: 61,269 shares 61,269 $1.37M 0.02% +4 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,034 shares; 2025Q1: 26,034 shares; 2025Q2: 88,331 shares; 2025Q3: 91,132 shares; 2025Q4: 88,721 shares; 2026Q1: 85,194 shares 85,194 $1.36M 0.02% -3,527 Timeline MBB 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: 7,417 shares; 2024Q4: 7,000 shares; 2025Q1: 8,314 shares; 2025Q2: 7,957 shares; 2025Q3: 8,682 shares; 2025Q4: 7,307 shares; 2026Q1: 14,273 shares 14,273 $1.36M 0.02% +6,966 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,055 shares; 2024Q4: 29,483 shares; 2025Q1: 29,495 shares; 2025Q2: 32,719 shares; 2025Q3: 32,275 shares; 2025Q4: 30,764 shares; 2026Q1: 21,442 shares 21,442 $1.35M 0.02% -9,322 Timeline TSLL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,328 shares; 2025Q4: 114,860 shares; 2026Q1: 110,717 shares 110,717 $1.35M 0.02% -4,143 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,241 shares; 2025Q1: 2,910 shares; 2025Q2: 2,922 shares; 2025Q3: 2,847 shares; 2025Q4: 2,853 shares; 2026Q1: 3,889 shares 3,889 $1.34M 0.02% +1,036 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL 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: not reported; 2026Q1: 25,769 shares 25,769 $1.34M 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,931 shares; 2025Q1: 38,375 shares; 2025Q2: 63,653 shares; 2025Q3: 71,975 shares; 2025Q4: 72,478 shares; 2026Q1: 74,069 shares 74,069 $1.33M 0.02% +1,591 Timeline UCON 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: 49,136 shares; 2025Q4: 52,892 shares; 2026Q1: 53,833 shares 53,833 $1.33M 0.02% +941 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 5,247 shares; 2025Q1: 5,244 shares; 2025Q2: 5,208 shares; 2025Q3: 6,078 shares; 2025Q4: 5,988 shares; 2026Q1: 26,337 shares 26,337 $1.33M 0.02% +20,349 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,440 shares; 2024Q4: 22,045 shares; 2025Q1: 22,173 shares; 2025Q2: 22,203 shares; 2025Q3: 21,670 shares; 2025Q4: 20,073 shares; 2026Q1: 24,494 shares 24,494 $1.33M 0.02% +4,421 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,095 shares; 2025Q1: 28,345 shares; 2025Q2: 28,565 shares; 2025Q3: 28,613 shares; 2025Q4: 28,960 shares; 2026Q1: 29,065 shares 29,065 $1.32M 0.02% +105 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: 14,532 shares; 2024Q4: 16,043 shares; 2025Q1: 15,992 shares; 2025Q2: 15,288 shares; 2025Q3: 14,830 shares; 2025Q4: 13,905 shares; 2026Q1: 14,104 shares 14,104 $1.32M 0.02% +199 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: 12,944 shares; 2024Q4: 13,083 shares; 2025Q1: 13,180 shares; 2025Q2: 14,967 shares; 2025Q3: 15,063 shares; 2025Q4: 14,890 shares; 2026Q1: 14,823 shares 14,823 $1.31M 0.02% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,151 shares; 2025Q4: 9,514 shares; 2026Q1: 8,931 shares 8,931 $1.29M 0.02% -583 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: not reported; 2025Q4: 232 shares; 2026Q1: 938 shares 938 $1.29M 0.02% +706 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,508 shares; 2025Q4: 20,580 shares; 2026Q1: 33,111 shares 33,111 $1.29M 0.02% +12,531 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 9,911 shares; 2025Q1: 9,921 shares; 2025Q2: 10,466 shares; 2025Q3: 10,095 shares; 2025Q4: 10,721 shares; 2026Q1: 11,119 shares 11,119 $1.29M 0.02% +398 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 14,134 shares; 2025Q1: 14,399 shares; 2025Q2: 15,341 shares; 2025Q3: 15,201 shares; 2025Q4: 13,834 shares; 2026Q1: 15,063 shares 15,063 $1.28M 0.02% +1,229 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,721 shares 37,721 $1.28M 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 6,539 shares; 2025Q1: 6,599 shares; 2025Q2: 6,712 shares; 2025Q3: 6,697 shares; 2025Q4: 6,550 shares; 2026Q1: 6,136 shares 6,136 $1.28M 0.02% -414 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: not reported; 2025Q3: 9,375 shares; 2025Q4: 14,920 shares; 2026Q1: 25,538 shares 25,538 $1.26M 0.02% +10,618 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 4,315 shares; 2025Q1: 4,725 shares; 2025Q2: 5,811 shares; 2025Q3: 5,914 shares; 2025Q4: 6,082 shares; 2026Q1: 6,344 shares 6,344 $1.25M 0.02% +262 Timeline DFEM 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: 36,290 shares 36,290 $1.25M 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,781 shares; 2025Q1: 2,979 shares; 2025Q2: 3,070 shares; 2025Q3: 3,253 shares; 2025Q4: 3,542 shares; 2026Q1: 4,695 shares 4,695 $1.25M 0.02% +1,153 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,195 shares; 2025Q4: 47,195 shares; 2026Q1: 47,106 shares 47,106 $1.24M 0.02% -89 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: 8,500 shares; 2025Q1: 13,189 shares; 2025Q2: 13,189 shares; 2025Q3: 28,199 shares; 2025Q4: 25,985 shares; 2026Q1: 25,985 shares 25,985 $1.24M 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,278 shares; 2025Q1: 8,527 shares; 2025Q2: 6,057 shares; 2025Q3: 6,594 shares; 2025Q4: 6,621 shares; 2026Q1: 6,521 shares 6,521 $1.24M 0.02% -100 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 16,682 shares; 2025Q2: 16,957 shares; 2025Q3: 16,794 shares; 2025Q4: 16,947 shares; 2026Q1: 16,960 shares 16,960 $1.23M 0.02% +13 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,124 shares; 2025Q4: 78,627 shares; 2026Q1: 48,950 shares 48,950 $1.23M 0.02% -29,677 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: 8,524 shares; 2024Q4: 8,911 shares; 2025Q1: 8,914 shares; 2025Q2: 18,513 shares; 2025Q3: 18,516 shares; 2025Q4: 18,518 shares; 2026Q1: 18,347 shares 18,347 $1.23M 0.02% -171 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,475 shares 23,475 $1.23M 0.02% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,876 shares; 2025Q1: 2,967 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,570 shares 12,570 $1.22M 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,438 shares; 2025Q1: 8,398 shares; 2025Q2: 8,507 shares; 2025Q3: 8,591 shares; 2025Q4: 8,270 shares; 2026Q1: 8,942 shares 8,942 $1.22M 0.02% +672 Timeline JGRO 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: 8,472 shares; 2025Q4: 10,258 shares; 2026Q1: 14,221 shares 14,221 $1.2M 0.02% +3,963 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,719 shares; 2025Q3: 75,994 shares; 2025Q4: 87,869 shares; 2026Q1: 105,471 shares 105,471 $1.2M 0.02% +17,602 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,688 shares; 2025Q4: 69,314 shares; 2026Q1: 45,147 shares 45,147 $1.2M 0.02% -24,167 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,853 shares; 2025Q4: 47,377 shares; 2026Q1: 52,468 shares 52,468 $1.19M 0.02% +5,091 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,482 shares; 2025Q1: 16,667 shares; 2025Q2: 22,690 shares; 2025Q3: 20,880 shares; 2025Q4: 19,810 shares; 2026Q1: 10,914 shares 10,914 $1.19M 0.02% -8,896 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & 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: 43,072 shares; 2025Q4: 121,444 shares; 2026Q1: 140,832 shares 140,832 $1.19M 0.02% +19,388 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,059 shares; 2025Q1: 9,995 shares; 2025Q2: 9,913 shares; 2025Q3: 10,474 shares; 2025Q4: 10,541 shares; 2026Q1: 11,151 shares 11,151 $1.18M 0.02% +610 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,576 shares; 2025Q1: 5,098 shares; 2025Q2: 5,433 shares; 2025Q3: 4,862 shares; 2025Q4: 4,726 shares; 2026Q1: 4,846 shares 4,846 $1.18M 0.02% +120 Timeline QQXT 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: 84,379 shares; 2025Q4: 85,837 shares; 2026Q1: 12,115 shares 12,115 $1.18M 0.02% -73,722 Timeline EZM 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: 18,878 shares; 2025Q3: 18,424 shares; 2025Q4: 17,674 shares; 2026Q1: 17,591 shares 17,591 $1.18M 0.02% -83 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 10,812 shares; 2025Q4: 10,456 shares; 2026Q1: 9,941 shares 9,941 $1.18M 0.02% -515 Timeline TECL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,218 shares; 2026Q1: 13,582 shares 13,582 $1.18M 0.01% +10,364 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,531 shares; 2025Q4: 13,619 shares; 2026Q1: 23,133 shares 23,133 $1.18M 0.01% +9,514 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,641 shares; 2025Q1: 1,764 shares; 2025Q2: 2,210 shares; 2025Q3: 2,276 shares; 2025Q4: 2,414 shares; 2026Q1: 2,662 shares 2,662 $1.16M 0.01% +248 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: 1,217 shares; 2024Q4: 1,153 shares; 2025Q1: 1,236 shares; 2025Q2: 4,660 shares; 2025Q3: 4,316 shares; 2025Q4: 5,192 shares; 2026Q1: 7,743 shares 7,743 $1.16M 0.01% +2,551 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,527 shares 10,527 $1.15M 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 7,778 shares; 2025Q1: 7,625 shares; 2025Q2: 7,871 shares; 2025Q3: 8,027 shares; 2025Q4: 8,501 shares; 2026Q1: 8,765 shares 8,765 $1.15M 0.01% +264 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,777 shares; 2025Q1: 59,777 shares; 2025Q2: 59,872 shares; 2025Q3: 59,727 shares; 2025Q4: 60,711 shares; 2026Q1: 60,937 shares 60,937 $1.15M 0.01% +226 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,033 shares; 2025Q4: 31,652 shares; 2026Q1: 31,775 shares 31,775 $1.15M 0.01% +123 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,896 shares; 2025Q4: 26,414 shares; 2026Q1: 25,900 shares 25,900 $1.14M 0.01% -514 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,412 shares; 2025Q4: 15,880 shares; 2026Q1: 17,885 shares 17,885 $1.14M 0.01% +2,005 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: not reported; 2025Q2: not reported; 2025Q3: 84,622 shares; 2025Q4: 75,200 shares; 2026Q1: 49,305 shares 49,305 $1.13M 0.01% -25,895 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,681 shares; 2025Q1: 3,809 shares; 2025Q2: 4,247 shares; 2025Q3: 4,649 shares; 2025Q4: 4,402 shares; 2026Q1: 4,318 shares 4,318 $1.13M 0.01% -84 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,950 shares; 2025Q2: 4,572 shares; 2025Q3: 6,461 shares; 2025Q4: 5,548 shares; 2026Q1: 9,501 shares 9,501 $1.13M 0.01% +3,953 Timeline CDX 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: 17,556 shares; 2025Q1: 146,249 shares; 2025Q2: 116,379 shares; 2025Q3: 125,950 shares; 2025Q4: 138,482 shares; 2026Q1: 52,480 shares 52,480 $1.12M 0.01% -86,002 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,122 shares; 2025Q4: 19,936 shares; 2026Q1: 22,462 shares 22,462 $1.12M 0.01% +2,526 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,029 shares; 2025Q1: 29,311 shares; 2025Q2: 29,513 shares; 2025Q3: 30,474 shares; 2025Q4: 28,730 shares; 2026Q1: 4,098 shares 4,098 $1.12M 0.01% -24,632 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,141 shares; 2025Q1: 4,044 shares; 2025Q2: 4,373 shares; 2025Q3: 5,174 shares; 2025Q4: 3,798 shares; 2026Q1: 3,823 shares 3,823 $1.11M 0.01% +25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 13,361 shares; 2025Q1: 16,931 shares; 2025Q2: 22,125 shares; 2025Q3: 19,033 shares; 2025Q4: 29,104 shares; 2026Q1: 20,750 shares 20,750 $1.1M 0.01% -8,354 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,368 shares; 2025Q4: 22,962 shares; 2026Q1: 23,473 shares 23,473 $1.1M 0.01% +511 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,747 shares; 2024Q4: 16,460 shares; 2025Q1: 6,168 shares; 2025Q2: 6,535 shares; 2025Q3: 7,541 shares; 2025Q4: 17,317 shares; 2026Q1: 7,548 shares 7,548 $1.1M 0.01% -9,769 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 31,913 shares 31,913 $1.1M 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: not reported; 2025Q1: 2,863 shares; 2025Q2: 3,226 shares; 2025Q3: 4,037 shares; 2025Q4: 4,251 shares; 2026Q1: 9,677 shares 9,677 $1.1M 0.01% +5,426 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,672 shares; 2025Q1: 4,896 shares; 2025Q2: 6,373 shares; 2025Q3: 6,289 shares; 2025Q4: 3,320 shares; 2026Q1: 5,523 shares 5,523 $1.09M 0.01% +2,203 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,253 shares; 2025Q4: 46,780 shares; 2026Q1: 49,414 shares 49,414 $1.09M 0.01% +2,634 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 2,657 shares; 2025Q3: 2,769 shares; 2025Q4: 2,977 shares; 2026Q1: 4,377 shares 4,377 $1.09M 0.01% +1,400 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,409 shares; 2024Q4: 52,682 shares; 2025Q1: 55,373 shares; 2025Q2: 79,907 shares; 2025Q3: 81,817 shares; 2025Q4: 89,193 shares; 2026Q1: 93,878 shares 93,878 $1.09M 0.01% +4,685 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,687 shares; 2025Q4: 25,183 shares; 2026Q1: 29,795 shares 29,795 $1.08M 0.01% +4,612 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 4,531 shares 4,531 $1.08M 0.01% +3,380 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,582 shares; 2025Q4: 30,847 shares; 2026Q1: 31,097 shares 31,097 $1.07M 0.01% +250 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,911 shares; 2025Q4: 3,914 shares; 2026Q1: 17,186 shares 17,186 $1.07M 0.01% +13,272 Timeline WTV 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: 4,937 shares; 2025Q4: 8,002 shares; 2026Q1: 11,258 shares 11,258 $1.07M 0.01% +3,256 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: 50,000 shares; 2024Q4: 53,005 shares; 2025Q1: 54,049 shares; 2025Q2: 54,049 shares; 2025Q3: 54,049 shares; 2025Q4: 54,055 shares; 2026Q1: 54,060 shares 54,060 $1.06M 0.01% +5 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST 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: 20,888 shares; 2025Q4: 22,802 shares; 2026Q1: 23,133 shares 23,133 $1.06M 0.01% +331 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,880 shares 38,880 $1.06M 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,595 shares; 2025Q2: 11,569 shares; 2025Q3: 13,512 shares; 2025Q4: 14,620 shares; 2026Q1: 14,636 shares 14,636 $1.06M 0.01% +16 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,236 shares; 2024Q4: 22,792 shares; 2025Q1: 20,567 shares; 2025Q2: 21,143 shares; 2025Q3: 20,905 shares; 2025Q4: 21,216 shares; 2026Q1: 18,214 shares 18,214 $1.06M 0.01% -3,002 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,657 shares; 2025Q2: 16,554 shares; 2025Q3: 16,554 shares; 2025Q4: 16,275 shares; 2026Q1: 16,264 shares 16,264 $1.05M 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,463 shares; 2025Q4: 17,577 shares; 2026Q1: 15,440 shares 15,440 $1.05M 0.01% -2,137 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,422 shares; 2026Q1: 13,290 shares 13,290 $1.05M 0.01% +868 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,714 shares; 2024Q4: 41,411 shares; 2025Q1: 42,713 shares; 2025Q2: 44,518 shares; 2025Q3: 65,174 shares; 2025Q4: 89,676 shares; 2026Q1: 90,853 shares 90,853 $1.05M 0.01% +1,177 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,331 shares; 2025Q4: 43,770 shares; 2026Q1: 51,428 shares 51,428 $1.05M 0.01% +7,658 Timeline IYRI 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: 4,467 shares; 2026Q1: 22,077 shares 22,077 $1.04M 0.01% +17,610 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,456 shares; 2025Q1: 109,482 shares; 2025Q2: 109,769 shares; 2025Q3: 109,888 shares; 2025Q4: 109,585 shares; 2026Q1: 108,436 shares 108,436 $1.04M 0.01% -1,149 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,622 shares; 2025Q3: 8,499 shares; 2025Q4: 7,980 shares; 2026Q1: 7,906 shares 7,906 $1.04M 0.01% -74 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,940 shares; 2025Q1: 6,652 shares; 2025Q2: 10,892 shares; 2025Q3: 11,047 shares; 2025Q4: 10,380 shares; 2026Q1: 11,252 shares 11,252 $1.04M 0.01% +872 Timeline ARTY 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: 22,446 shares; 2025Q4: 21,748 shares; 2026Q1: 22,237 shares 22,237 $1.03M 0.01% +489 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,413 shares; 2025Q4: 55,927 shares; 2026Q1: 51,561 shares 51,561 $1.03M 0.01% -4,366 Timeline SPTM 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: 4,562 shares; 2026Q1: 13,008 shares 13,008 $1.03M 0.01% +8,446 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,777 shares; 2025Q1: 2,975 shares; 2025Q2: 3,163 shares; 2025Q3: 3,014 shares; 2025Q4: 2,965 shares; 2026Q1: 3,465 shares 3,465 $1.02M 0.01% +500 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,828 shares; 2025Q1: 5,952 shares; 2025Q2: 6,613 shares; 2025Q3: 6,695 shares; 2025Q4: 6,579 shares; 2026Q1: 6,489 shares 6,489 $1.02M 0.01% -90 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: 1,710 shares; 2024Q4: 1,645 shares; 2025Q1: 1,757 shares; 2025Q2: 1,634 shares; 2025Q3: 1,612 shares; 2025Q4: 1,536 shares; 2026Q1: 3,734 shares 3,734 $1.01M 0.01% +2,198 Timeline FTHF 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: 26,979 shares 26,979 $1.01M 0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,782 shares; 2025Q1: 10,855 shares; 2025Q2: 10,729 shares; 2025Q3: 15,500 shares; 2025Q4: 18,419 shares; 2026Q1: 18,026 shares 18,026 $1.01M 0.01% -393 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,250 shares; 2025Q4: 51,221 shares; 2026Q1: 50,384 shares 50,384 $1.01M 0.01% -837 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 9,526 shares; 2025Q1: 9,293 shares; 2025Q2: 8,845 shares; 2025Q3: 6,487 shares; 2025Q4: 5,783 shares; 2026Q1: 5,812 shares 5,812 $1M 0.01% +29 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,233 shares; 2025Q4: 25,233 shares; 2026Q1: 25,233 shares 25,233 $996K 0.01% 0 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: 1,806 shares; 2025Q4: 1,768 shares; 2026Q1: 3,348 shares 3,348 $993K 0.01% +1,580 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,497 shares; 2025Q4: 33,861 shares; 2026Q1: 39,324 shares 39,324 $984K 0.01% +5,463 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 18,613 shares; 2025Q1: 18,662 shares; 2025Q2: 34,062 shares; 2025Q3: 18,718 shares; 2025Q4: 18,992 shares; 2026Q1: 18,959 shares 18,959 $981K 0.01% -33 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 16,370 shares; 2025Q1: 16,627 shares; 2025Q2: 21,126 shares; 2025Q3: 19,268 shares; 2025Q4: 18,188 shares; 2026Q1: 18,637 shares 18,637 $981K 0.01% +449 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,800 shares; 2025Q2: 42,143 shares; 2025Q3: 44,230 shares; 2025Q4: 46,928 shares; 2026Q1: 49,085 shares 49,085 $969K 0.01% +2,157 Timeline EMXC 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: 9,800 shares; 2025Q4: 11,100 shares; 2026Q1: 12,301 shares 12,301 $968K 0.01% +1,201 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,487 shares; 2025Q4: 47,539 shares; 2026Q1: 37,644 shares 37,644 $961K 0.01% -9,895 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,525 shares; 2024Q4: 67,783 shares; 2025Q1: 19,208 shares; 2025Q2: 4,924 shares; 2025Q3: 3,456 shares; 2025Q4: 4,644 shares; 2026Q1: 4,854 shares 4,854 $960K 0.01% +210 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,351 shares; 2025Q4: 110,133 shares; 2026Q1: 97,692 shares 97,692 $959K 0.01% -12,441 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 1,778 shares 1,778 $958K 0.01% +1,394 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,613 shares; 2026Q1: 48,401 shares 48,401 $957K 0.01% +17,788 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,272 shares; 2025Q1: 5,749 shares; 2025Q2: 5,791 shares; 2025Q3: 5,804 shares; 2025Q4: 5,768 shares; 2026Q1: 5,852 shares 5,852 $957K 0.01% +84 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,454 shares; 2025Q1: 1,585 shares; 2025Q2: 6,778 shares; 2025Q3: 7,877 shares; 2025Q4: 14,509 shares; 2026Q1: 14,223 shares 14,223 $954K 0.01% -286 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,093 shares; 2025Q1: 2,357 shares; 2025Q2: 2,874 shares; 2025Q3: 4,786 shares; 2025Q4: 5,024 shares; 2026Q1: 6,893 shares 6,893 $954K 0.01% +1,869 Timeline IXP 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: 8,092 shares; 2026Q1: 8,296 shares 8,296 $953K 0.01% +204 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,442 shares; 2025Q1: 98,858 shares; 2025Q2: 98,306 shares; 2025Q3: 100,599 shares; 2025Q4: 101,444 shares; 2026Q1: 102,978 shares 102,978 $948K 0.01% +1,534 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 8,182 shares; 2025Q1: 12,439 shares; 2025Q2: 12,383 shares; 2025Q3: 12,861 shares; 2025Q4: 12,392 shares; 2026Q1: 12,203 shares 12,203 $947K 0.01% -189 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,323 shares; 2026Q1: 18,046 shares 18,046 $947K 0.01% -1,277 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: 31,269 shares; 2025Q4: 31,269 shares; 2026Q1: 109,220 shares 109,220 $941K 0.01% +77,951 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,854 shares; 2025Q4: 18,534 shares; 2026Q1: 18,785 shares 18,785 $940K 0.01% +251 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 16,247 shares; 2025Q1: 16,301 shares; 2025Q2: 15,612 shares; 2025Q3: 19,033 shares; 2025Q4: 24,079 shares; 2026Q1: 22,019 shares 22,019 $937K 0.01% -2,060 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 1,740 shares; 2025Q1: 1,780 shares; 2025Q2: 3,746 shares; 2025Q3: 3,450 shares; 2025Q4: 3,249 shares; 2026Q1: 3,262 shares 3,262 $936K 0.01% +13 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,400 shares 26,400 $936K 0.01% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,001 shares; 2025Q4: 11,659 shares; 2026Q1: 11,545 shares 11,545 $934K 0.01% -114 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,440 shares; 2025Q3: 1,394 shares; 2025Q4: 1,498 shares; 2026Q1: 1,944 shares 1,944 $920K 0.01% +446 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 24,491 shares; 2026Q1: 28,239 shares 28,239 $918K 0.01% +3,748 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,578 shares; 2025Q4: 11,232 shares; 2026Q1: 49,998 shares 49,998 $915K 0.01% +38,766 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 4,798 shares; 2025Q1: 7,949 shares; 2025Q2: 7,360 shares; 2025Q3: 6,954 shares; 2025Q4: 7,070 shares; 2026Q1: 9,334 shares 9,334 $912K 0.01% +2,264 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: not reported; 2024Q4: 7,622 shares; 2025Q1: 7,788 shares; 2025Q2: 12,784 shares; 2025Q3: 9,824 shares; 2025Q4: 8,393 shares; 2026Q1: 24,491 shares 24,491 $912K 0.01% +16,098 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,824 shares; 2024Q4: 7,841 shares; 2025Q1: 7,744 shares; 2025Q2: 8,277 shares; 2025Q3: 10,039 shares; 2025Q4: 10,064 shares; 2026Q1: 9,769 shares 9,769 $911K 0.01% -295 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: 1,810 shares; 2024Q4: 1,980 shares; 2025Q1: 1,965 shares; 2025Q2: 1,984 shares; 2025Q3: 4,343 shares; 2025Q4: 4,304 shares; 2026Q1: 4,602 shares 4,602 $911K 0.01% +298 Timeline EPS 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: 16,460 shares; 2025Q4: 15,993 shares; 2026Q1: 13,355 shares 13,355 $910K 0.01% -2,638 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,464 shares; 2025Q4: 59,833 shares; 2026Q1: 63,154 shares 63,154 $907K 0.01% +3,321 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,395 shares; 2025Q1: 3,468 shares; 2025Q2: 3,342 shares; 2025Q3: 3,194 shares; 2025Q4: 3,308 shares; 2026Q1: 3,210 shares 3,210 $906K 0.01% -98 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: 28,957 shares; 2025Q3: 29,652 shares; 2025Q4: 28,139 shares; 2026Q1: 39,239 shares 39,239 $906K 0.01% +11,100 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 7,173 shares; 2025Q4: 8,694 shares; 2026Q1: 8,945 shares 8,945 $894K 0.01% +251 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 4,752 shares; 2025Q1: 4,908 shares; 2025Q2: 4,958 shares; 2025Q3: 5,129 shares; 2025Q4: 5,131 shares; 2026Q1: 5,250 shares 5,250 $891K 0.01% +119 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,603 shares; 2024Q4: 21,707 shares; 2025Q1: 21,779 shares; 2025Q2: 22,165 shares; 2025Q3: 22,307 shares; 2025Q4: 22,111 shares; 2026Q1: 21,515 shares 21,515 $888K 0.01% -596 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,398 shares; 2025Q4: 16,756 shares; 2026Q1: 22,608 shares 22,608 $885K 0.01% +5,852 Timeline RWR 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: 8,756 shares 8,756 $884K 0.01% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,889 shares; 2025Q4: 13,362 shares; 2026Q1: 13,341 shares 13,341 $877K 0.01% -21 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,271 shares; 2025Q3: 6,628 shares; 2025Q4: not reported; 2026Q1: 16,059 shares 16,059 $877K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,128 shares; 2025Q1: 6,657 shares; 2025Q2: 7,725 shares; 2025Q3: 7,197 shares; 2025Q4: 7,565 shares; 2026Q1: 15,731 shares 15,731 $876K 0.01% +8,166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,184 shares 22,184 $875K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,579 shares; 2025Q1: 3,735 shares; 2025Q2: 3,713 shares; 2025Q3: 3,801 shares; 2025Q4: 3,607 shares; 2026Q1: 2,019 shares 2,019 $873K 0.01% -1,588 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,151 shares; 2025Q2: 6,248 shares; 2025Q3: 10,080 shares; 2025Q4: 9,937 shares; 2026Q1: 9,571 shares 9,571 $868K 0.01% -366 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,202 shares 22,202 $863K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,079 shares 18,079 $860K 0.01% new Timeline FVD 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: 10,590 shares; 2024Q4: 10,980 shares; 2025Q1: 13,723 shares; 2025Q2: 14,492 shares; 2025Q3: 24,637 shares; 2025Q4: 20,824 shares; 2026Q1: 18,256 shares 18,256 $859K 0.01% -2,568 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,624 shares; 2025Q4: 5,549 shares; 2026Q1: 5,344 shares 5,344 $858K 0.01% -205 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,733 shares; 2025Q1: 1,812 shares; 2025Q2: 1,998 shares; 2025Q3: 2,268 shares; 2025Q4: 2,329 shares; 2026Q1: 3,459 shares 3,459 $855K 0.01% +1,130 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,763 shares 27,763 $847K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 6,434 shares; 2025Q1: 5,634 shares; 2025Q2: 5,532 shares; 2025Q3: 4,776 shares; 2025Q4: 5,530 shares; 2026Q1: 3,061 shares 3,061 $846K 0.01% -2,469 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,877 shares; 2025Q4: 12,914 shares; 2026Q1: 13,565 shares 13,565 $845K 0.01% +651 Timeline USHY 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: 15,831 shares; 2024Q4: 12,055 shares; 2025Q1: 10,786 shares; 2025Q2: 11,231 shares; 2025Q3: 19,652 shares; 2025Q4: 18,682 shares; 2026Q1: 22,701 shares 22,701 $836K 0.01% +4,019 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 3,348 shares; 2025Q4: 6,214 shares; 2026Q1: 4,041 shares 4,041 $834K 0.01% -2,173 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 9,865 shares; 2025Q4: 15,303 shares; 2026Q1: 16,793 shares 16,793 $829K 0.01% +1,490 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 8,788 shares; 2025Q1: 8,666 shares; 2025Q2: 10,409 shares; 2025Q3: 10,615 shares; 2025Q4: 11,822 shares; 2026Q1: 11,613 shares 11,613 $828K 0.01% -209 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 2,398 shares; 2025Q4: 2,510 shares; 2026Q1: 7,363 shares 7,363 $827K 0.01% +4,853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,862 shares; 2025Q3: 48,947 shares; 2025Q4: 45,772 shares; 2026Q1: 37,766 shares 37,766 $824K 0.01% -8,006 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: 9,166 shares; 2025Q4: 9,183 shares; 2026Q1: 8,617 shares 8,617 $823K 0.01% -566 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,256 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 975 shares; 2025Q4: 967 shares; 2026Q1: 2,239 shares 2,239 $823K 0.01% +1,272 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: 2,532 shares; 2024Q4: 2,422 shares; 2025Q1: 1,811 shares; 2025Q2: 1,754 shares; 2025Q3: 1,591 shares; 2025Q4: 1,272 shares; 2026Q1: 1,464 shares 1,464 $823K 0.01% +192 Timeline EZU 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: 5,331 shares; 2025Q4: 5,371 shares; 2026Q1: 13,120 shares 13,120 $822K 0.01% +7,749 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 4,515 shares; 2025Q1: 4,320 shares; 2025Q2: 4,563 shares; 2025Q3: 4,534 shares; 2025Q4: 4,507 shares; 2026Q1: 5,353 shares 5,353 $818K 0.01% +846 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: 46,782 shares; 2024Q4: 44,688 shares; 2025Q1: 46,063 shares; 2025Q2: 64,131 shares; 2025Q3: 61,296 shares; 2025Q4: 64,335 shares; 2026Q1: 65,794 shares 65,794 $816K 0.01% +1,459 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,001 shares; 2025Q1: 985 shares; 2025Q2: 903 shares; 2025Q3: 1,186 shares; 2025Q4: 1,224 shares; 2026Q1: 1,516 shares 1,516 $816K 0.01% +292 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,665 shares; 2025Q4: 14,018 shares; 2026Q1: 14,426 shares 14,426 $812K 0.01% +408 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,038 shares; 2025Q4: 12,403 shares; 2026Q1: 16,421 shares 16,421 $811K 0.01% +4,018 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,793 shares; 2025Q2: 6,735 shares; 2025Q3: 6,593 shares; 2025Q4: 6,499 shares; 2026Q1: 7,363 shares 7,363 $809K 0.01% +864 Timeline IYW 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: 1,579 shares; 2025Q1: 2,909 shares; 2025Q2: 10,791 shares; 2025Q3: 11,690 shares; 2025Q4: 12,805 shares; 2026Q1: 4,461 shares 4,461 $809K 0.01% -8,344 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,976 shares; 2025Q4: 20,016 shares; 2026Q1: 20,027 shares 20,027 $806K 0.01% +11 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,578 shares; 2025Q1: 12,375 shares; 2025Q2: 12,340 shares; 2025Q3: 15,299 shares; 2025Q4: 15,130 shares; 2026Q1: 15,349 shares 15,349 $806K 0.01% +219 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,261 shares 3,261 $806K 0.01% new 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: 4,299 shares; 2024Q4: 4,154 shares; 2025Q1: 8,319 shares; 2025Q2: 6,651 shares; 2025Q3: 7,273 shares; 2025Q4: 7,972 shares; 2026Q1: 8,921 shares 8,921 $804K 0.01% +949 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares 1,017 $804K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,860 shares; 2025Q1: 9,045 shares; 2025Q2: 11,866 shares; 2025Q3: 13,216 shares; 2025Q4: 10,593 shares; 2026Q1: 15,045 shares 15,045 $803K 0.01% +4,452 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201,421 shares; 2024Q4: 251,958 shares; 2025Q1: 36,569 shares; 2025Q2: 31,782 shares; 2025Q3: 28,401 shares; 2025Q4: 25,869 shares; 2026Q1: 24,838 shares 24,838 $795K 0.01% -1,031 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 79,262 shares 79,262 $794K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 7,156 shares; 2025Q1: 7,246 shares; 2025Q2: 7,301 shares; 2025Q3: 7,416 shares; 2025Q4: 7,305 shares; 2026Q1: 7,406 shares 7,406 $792K 0.01% +101 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 8,208 shares; 2025Q1: 8,458 shares; 2025Q2: 8,604 shares; 2025Q3: 8,427 shares; 2025Q4: 9,234 shares; 2026Q1: 9,452 shares 9,452 $791K 0.01% +218 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,852 shares 15,852 $790K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,408 shares; 2025Q1: 29,523 shares; 2025Q2: 31,169 shares; 2025Q3: 32,125 shares; 2025Q4: 32,553 shares; 2026Q1: 32,306 shares 32,306 $789K 0.01% -247 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 7,025 shares; 2025Q1: 35,415 shares; 2025Q2: 33,830 shares; 2025Q3: 32,654 shares; 2025Q4: 32,132 shares; 2026Q1: 12,091 shares 12,091 $788K 0.01% -20,041 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 22,321 shares; 2025Q4: 24,667 shares; 2026Q1: 23,223 shares 23,223 $786K 0.01% -1,444 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,786 shares; 2025Q4: 16,783 shares; 2026Q1: 23,088 shares 23,088 $782K 0.01% +6,305 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,130 shares; 2025Q3: 8,704 shares; 2025Q4: 8,705 shares; 2026Q1: 8,703 shares 8,703 $777K 0.01% -2 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,666 shares; 2025Q4: 22,084 shares; 2026Q1: 22,025 shares 22,025 $774K 0.01% -59 Timeline JPIN 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: 10,844 shares 10,844 $773K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,274 shares; 2025Q1: 1,329 shares; 2025Q2: 1,461 shares; 2025Q3: 1,468 shares; 2025Q4: 1,480 shares; 2026Q1: 1,765 shares 1,765 $768K 0.01% +285 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,400 shares; 2026Q1: 35,212 shares 35,212 $764K 0.01% +1,812 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,168 shares; 2025Q1: 7,662 shares; 2025Q2: 7,216 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,675 shares 28,675 $762K 0.01% new Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND 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: 15,992 shares; 2025Q4: 47,998 shares; 2026Q1: 47,271 shares 47,271 $762K 0.01% -727 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: 13,964 shares; 2024Q4: 13,378 shares; 2025Q1: 13,348 shares; 2025Q2: 12,698 shares; 2025Q3: 80,983 shares; 2025Q4: 23,242 shares; 2026Q1: 22,378 shares 22,378 $761K 0.01% -864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,242 shares; 2025Q4: 12,239 shares; 2026Q1: 11,719 shares 11,719 $750K 0.01% -520 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: 8,946 shares; 2024Q4: 21,929 shares; 2025Q1: 79,386 shares; 2025Q2: 18,363 shares; 2025Q3: 15,177 shares; 2025Q4: 14,226 shares; 2026Q1: 18,362 shares 18,362 $750K 0.01% +4,136 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,548 shares; 2025Q1: 7,212 shares; 2025Q2: 7,811 shares; 2025Q3: 8,590 shares; 2025Q4: 8,047 shares; 2026Q1: 9,353 shares 9,353 $748K 0.01% +1,306 Timeline VDE 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: 3,792 shares; 2024Q4: 3,910 shares; 2025Q1: 4,075 shares; 2025Q2: 4,416 shares; 2025Q3: 4,446 shares; 2025Q4: 4,401 shares; 2026Q1: 4,323 shares 4,323 $748K 0.01% -78 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,936 shares; 2025Q4: 18,944 shares; 2026Q1: 19,505 shares 19,505 $745K 0.01% +561 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,848 shares; 2024Q4: 13,633 shares; 2025Q1: 12,572 shares; 2025Q2: 12,923 shares; 2025Q3: 16,054 shares; 2025Q4: 15,949 shares; 2026Q1: 17,877 shares 17,877 $745K 0.01% +1,928 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 10,409 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,407 shares 38,407 $744K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,136 shares; 2026Q1: 3,144 shares 3,144 $743K 0.01% +8 Timeline SHY 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: 6,090 shares; 2024Q4: 3,943 shares; 2025Q1: 5,881 shares; 2025Q2: 5,853 shares; 2025Q3: 7,082 shares; 2025Q4: 9,019 shares; 2026Q1: 8,998 shares 8,998 $743K 0.01% -21 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,521 shares; 2025Q4: 39,218 shares; 2026Q1: 39,571 shares 39,571 $740K 0.01% +353 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,266 shares; 2026Q1: 36,546 shares 36,546 $740K 0.01% -59,720 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,919 shares 8,919 $739K 0.01% new Timeline BKLN 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: 39,318 shares; 2025Q2: 34,683 shares; 2025Q3: 35,217 shares; 2025Q4: 35,364 shares; 2026Q1: 35,800 shares 35,800 $731K 0.01% +436 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,308 shares; 2024Q4: 20,392 shares; 2025Q1: 16,048 shares; 2025Q2: 17,679 shares; 2025Q3: 17,638 shares; 2025Q4: 17,867 shares; 2026Q1: 15,469 shares 15,469 $727K 0.01% -2,398 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 887 shares; 2025Q1: 913 shares; 2025Q2: 864 shares; 2025Q3: 755 shares; 2025Q4: 751 shares; 2026Q1: 741 shares 741 $727K 0.01% -10 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: 5,052 shares; 2024Q4: 5,514 shares; 2025Q1: 6,714 shares; 2025Q2: 7,134 shares; 2025Q3: 8,166 shares; 2025Q4: 8,742 shares; 2026Q1: 9,236 shares 9,236 $727K 0.01% +494 Timeline VDC 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: 3,222 shares; 2024Q4: 3,279 shares; 2025Q1: 3,792 shares; 2025Q2: 3,709 shares; 2025Q3: 3,734 shares; 2025Q4: 3,214 shares; 2026Q1: 3,235 shares 3,235 $726K 0.01% +21 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 3,256 shares; 2025Q1: 3,260 shares; 2025Q2: 3,171 shares; 2025Q3: 3,204 shares; 2025Q4: 3,211 shares; 2026Q1: 3,217 shares 3,217 $725K 0.01% +6 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 8,312 shares; 2026Q1: 9,012 shares 9,012 $720K 0.01% +700 Timeline MADE 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: 21,512 shares 21,512 $717K 0.01% new 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: 10,849 shares; 2024Q4: 11,111 shares; 2025Q1: 11,219 shares; 2025Q2: 11,440 shares; 2025Q3: 12,397 shares; 2025Q4: 12,563 shares; 2026Q1: 12,668 shares 12,668 $708K 0.01% +105 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,277 shares; 2025Q4: 10,806 shares; 2026Q1: 19,251 shares 19,251 $708K 0.01% +8,445 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 968 shares; 2025Q2: 1,111 shares; 2025Q3: 1,076 shares; 2025Q4: 1,152 shares; 2026Q1: 2,320 shares 2,320 $705K 0.01% +1,168 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,910 shares; 2025Q4: 18,717 shares; 2026Q1: 16,234 shares 16,234 $705K 0.01% -2,483 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,173 shares; 2025Q1: 7,037 shares; 2025Q2: 9,364 shares; 2025Q3: 9,096 shares; 2025Q4: 8,363 shares; 2026Q1: 7,945 shares 7,945 $703K 0.01% -418 Timeline HIGH 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: not reported; 2025Q3: 36,798 shares; 2025Q4: 35,265 shares; 2026Q1: 32,714 shares 32,714 $698K 0.01% -2,551 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,100 shares; 2025Q1: 2,850 shares; 2025Q2: 3,060 shares; 2025Q3: 2,963 shares; 2025Q4: 3,159 shares; 2026Q1: 3,333 shares 3,333 $695K 0.01% +174 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 6,626 shares; 2025Q1: 6,448 shares; 2025Q2: 8,632 shares; 2025Q3: 9,242 shares; 2025Q4: 13,910 shares; 2026Q1: 14,145 shares 14,145 $693K 0.01% +235 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: 3,527 shares; 2024Q4: 3,362 shares; 2025Q1: 3,451 shares; 2025Q2: 3,326 shares; 2025Q3: 3,177 shares; 2025Q4: 3,056 shares; 2026Q1: 3,228 shares 3,228 $692K 0.01% +172 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares; 2026Q1: 14,962 shares 14,962 $692K 0.01% +5 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 16,492 shares; 2025Q3: 46,231 shares; 2025Q4: 54,295 shares; 2026Q1: 39,912 shares 39,912 $691K 0.01% -14,383 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,813 shares; 2025Q2: 7,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,523 shares 17,523 $688K 0.01% new Timeline GPRF GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,755 shares 13,755 $685K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 7,819 shares; 2025Q3: 7,934 shares; 2025Q4: 9,525 shares; 2026Q1: 11,080 shares 11,080 $685K 0.01% +1,555 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,420 shares; 2025Q1: 1,382 shares; 2025Q2: 1,643 shares; 2025Q3: 2,592 shares; 2025Q4: 2,444 shares; 2026Q1: 2,338 shares 2,338 $682K 0.01% -106 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,648 shares 6,648 $681K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 6,033 shares; 2025Q1: 6,166 shares; 2025Q2: 6,487 shares; 2025Q3: 6,483 shares; 2025Q4: 6,122 shares; 2026Q1: 8,396 shares 8,396 $680K 0.01% +2,274 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 6,661 shares; 2025Q1: 6,850 shares; 2025Q2: 7,133 shares; 2025Q3: 8,719 shares; 2025Q4: 12,070 shares; 2026Q1: 7,358 shares 7,358 $677K 0.01% -4,712 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,878 shares; 2026Q1: 17,022 shares 17,022 $676K 0.01% +8,144 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 8,105 shares; 2025Q2: 52,441 shares; 2025Q3: 10,405 shares; 2025Q4: 16,722 shares; 2026Q1: 9,186 shares 9,186 $672K 0.01% -7,536 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,678 shares; 2025Q1: 2,769 shares; 2025Q2: 2,326 shares; 2025Q3: 2,028 shares; 2025Q4: 1,947 shares; 2026Q1: 1,869 shares 1,869 $671K 0.01% -78 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,944 shares 4,944 $670K 0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,459 shares; 2025Q1: 4,569 shares; 2025Q2: 4,763 shares; 2025Q3: 4,429 shares; 2025Q4: 4,199 shares; 2026Q1: 4,225 shares 4,225 $668K 0.01% +26 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,536 shares; 2025Q1: 17,198 shares; 2025Q2: 46,443 shares; 2025Q3: 42,656 shares; 2025Q4: 40,335 shares; 2026Q1: 39,654 shares 39,654 $666K 0.01% -681 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,003 shares; 2025Q1: 15,551 shares; 2025Q2: 15,326 shares; 2025Q3: 15,659 shares; 2025Q4: 15,659 shares; 2026Q1: 15,662 shares 15,662 $665K 0.01% +3 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,784 shares 64,784 $665K 0.01% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,686 shares; 2025Q1: 7,511 shares; 2025Q2: 11,537 shares; 2025Q3: 12,076 shares; 2025Q4: 12,843 shares; 2026Q1: 13,252 shares 13,252 $664K 0.01% +409 Timeline FXZ 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: 6,897 shares; 2025Q4: 63,029 shares; 2026Q1: 8,703 shares 8,703 $663K 0.01% -54,326 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,810 shares 14,810 $661K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: 2,378 shares; 2025Q2: 2,884 shares; 2025Q3: 2,863 shares; 2025Q4: 2,950 shares; 2026Q1: 3,110 shares 3,110 $657K 0.01% +160 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: 4,391 shares; 2024Q4: 6,135 shares; 2025Q1: 6,179 shares; 2025Q2: 11,882 shares; 2025Q3: 11,711 shares; 2025Q4: 6,680 shares; 2026Q1: 6,380 shares 6,380 $657K 0.01% -300 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,801 shares; 2025Q3: 58,091 shares; 2025Q4: 57,101 shares; 2026Q1: 55,797 shares 55,797 $651K 0.01% -1,304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,827 shares; 2025Q3: 20,241 shares; 2025Q4: 20,731 shares; 2026Q1: 19,718 shares 19,718 $650K 0.01% -1,013 Timeline VIOG 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: not reported; 2025Q4: not reported; 2026Q1: 5,155 shares 5,155 $642K 0.01% new 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: 21,487 shares; 2024Q4: 19,787 shares; 2025Q1: 19,422 shares; 2025Q2: 16,966 shares; 2025Q3: 17,025 shares; 2025Q4: 16,753 shares; 2026Q1: 16,643 shares 16,643 $640K 0.01% -110 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,823 shares; 2025Q1: 1,640 shares; 2025Q2: 1,873 shares; 2025Q3: 1,643 shares; 2025Q4: 1,567 shares; 2026Q1: 1,429 shares 1,429 $638K 0.01% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,079 shares; 2025Q3: 54,056 shares; 2025Q4: 46,483 shares; 2026Q1: 46,258 shares 46,258 $638K 0.01% -225 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to 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: 28,097 shares 28,097 $634K 0.01% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH 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: 50,000 shares; 2026Q1: 50,039 shares 50,039 $633K 0.01% +39 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 731 shares; 2025Q1: 760 shares; 2025Q2: 790 shares; 2025Q3: 981 shares; 2025Q4: 956 shares; 2026Q1: 1,075 shares 1,075 $633K 0.01% +119 Timeline FTRI 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: 36,326 shares; 2025Q4: 36,326 shares; 2026Q1: 35,218 shares 35,218 $629K 0.01% -1,108 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 19,306 shares; 2025Q1: 7,541 shares; 2025Q2: 7,318 shares; 2025Q3: 6,863 shares; 2025Q4: 5,518 shares; 2026Q1: 5,243 shares 5,243 $627K 0.01% -275 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,874 shares; 2026Q1: 15,747 shares 15,747 $625K 0.01% +9,873 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: 12,007 shares; 2024Q4: 11,946 shares; 2025Q1: 12,310 shares; 2025Q2: 11,046 shares; 2025Q3: 11,046 shares; 2025Q4: 10,903 shares; 2026Q1: 10,471 shares 10,471 $624K 0.01% -432 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: not reported; 2025Q2: not reported; 2025Q3: 25,205 shares; 2025Q4: 27,128 shares; 2026Q1: 32,569 shares 32,569 $611K 0.01% +5,441 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,349 shares; 2025Q4: 15,544 shares; 2026Q1: 15,045 shares 15,045 $603K 0.01% -499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,817 shares; 2025Q3: 40,817 shares; 2025Q4: 40,284 shares; 2026Q1: 40,284 shares 40,284 $595K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: 1,548 shares; 2025Q2: 2,151 shares; 2025Q3: 2,111 shares; 2025Q4: 2,053 shares; 2026Q1: 1,988 shares 1,988 $593K 0.01% -65 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,784 shares; 2025Q4: 15,786 shares; 2026Q1: 26,157 shares 26,157 $593K 0.01% +10,371 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 6,286 shares; 2025Q1: 6,989 shares; 2025Q2: 6,687 shares; 2025Q3: 5,996 shares; 2025Q4: 5,696 shares; 2026Q1: 6,034 shares 6,034 $589K 0.01% +338 Timeline IVOV 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: 5,673 shares; 2025Q4: 5,621 shares; 2026Q1: 5,757 shares 5,757 $587K 0.01% +136 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 3,065 shares; 2025Q1: 2,700 shares; 2025Q2: 2,662 shares; 2025Q3: 2,886 shares; 2025Q4: 2,940 shares; 2026Q1: 3,769 shares 3,769 $586K 0.01% +829 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,605 shares; 2025Q1: 7,948 shares; 2025Q2: 12,453 shares; 2025Q3: 10,033 shares; 2025Q4: 9,653 shares; 2026Q1: 9,643 shares 9,643 $583K 0.01% -10 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,290 shares; 2026Q1: 7,849 shares 7,849 $580K 0.01% +2,559 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,965 shares 35,965 $579K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,569 shares; 2025Q2: 1,641 shares; 2025Q3: 1,985 shares; 2025Q4: 1,901 shares; 2026Q1: 3,131 shares 3,131 $579K 0.01% +1,230 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,023 shares 21,023 $576K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 13,441 shares; 2026Q1: 11,902 shares 11,902 $574K 0.01% -1,539 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 655 shares; 2025Q1: 724 shares; 2025Q2: 1,615 shares; 2025Q3: 1,652 shares; 2025Q4: 1,625 shares; 2026Q1: 1,776 shares 1,776 $573K 0.01% +151 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,167 shares 3,167 $573K 0.01% new Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,818 shares 15,818 $571K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,498 shares; 2025Q3: 20,517 shares; 2025Q4: 26,361 shares; 2026Q1: 36,247 shares 36,247 $570K 0.01% +9,886 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,454 shares 11,454 $567K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,083 shares; 2025Q1: 1,628 shares; 2025Q2: 1,709 shares; 2025Q3: 1,719 shares; 2025Q4: 1,694 shares; 2026Q1: 1,802 shares 1,802 $566K 0.01% +108 Timeline TAN 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: not reported; 2026Q1: 10,123 shares 10,123 $564K 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,591 shares; 2025Q2: 7,990 shares; 2025Q3: 9,613 shares; 2025Q4: 7,066 shares; 2026Q1: 7,489 shares 7,489 $562K 0.01% +423 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: 28,056 shares; 2024Q4: 18,717 shares; 2025Q1: 12,744 shares; 2025Q2: 12,040 shares; 2025Q3: 13,224 shares; 2025Q4: 10,804 shares; 2026Q1: 10,927 shares 10,927 $560K 0.01% +123 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,450 shares; 2025Q3: 6,215 shares; 2025Q4: 4,522 shares; 2026Q1: 7,800 shares 7,800 $559K 0.01% +3,278 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: 9,038 shares; 2024Q4: 10,532 shares; 2025Q1: 13,407 shares; 2025Q2: 14,767 shares; 2025Q3: 15,061 shares; 2025Q4: 14,456 shares; 2026Q1: 12,335 shares 12,335 $558K 0.01% -2,121 Timeline BSV 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: 3,227 shares; 2025Q3: 6,027 shares; 2025Q4: 5,895 shares; 2026Q1: 7,097 shares 7,097 $556K 0.01% +1,202 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,236 shares; 2025Q4: 5,687 shares; 2026Q1: 5,365 shares 5,365 $555K 0.01% -322 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 15,538 shares; 2025Q1: 23,540 shares; 2025Q2: 21,530 shares; 2025Q3: 25,042 shares; 2025Q4: 29,907 shares; 2026Q1: 34,886 shares 34,886 $551K 0.01% +4,979 Timeline BBIN 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: 7,525 shares 7,525 $550K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,480 shares; 2024Q4: 55,035 shares; 2025Q1: 53,599 shares; 2025Q2: 50,104 shares; 2025Q3: 59,637 shares; 2025Q4: 50,881 shares; 2026Q1: 50,478 shares 50,478 $549K 0.01% -403 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,836 shares; 2025Q1: 6,650 shares; 2025Q2: 5,835 shares; 2025Q3: 5,989 shares; 2025Q4: 6,083 shares; 2026Q1: 6,329 shares 6,329 $548K 0.01% +246 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: 2,516 shares; 2026Q1: 4,988 shares 4,988 $544K 0.01% +2,472 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 3,040 shares 3,040 $542K 0.01% +113 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,929 shares; 2025Q4: 28,643 shares; 2026Q1: 28,464 shares 28,464 $541K 0.01% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,928 shares; 2025Q3: 41,928 shares; 2025Q4: 39,728 shares; 2026Q1: 39,303 shares 39,303 $537K 0.01% -425 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,850 shares 14,850 $534K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,934 shares; 2025Q1: 14,032 shares; 2025Q2: 14,248 shares; 2025Q3: 13,295 shares; 2025Q4: 11,682 shares; 2026Q1: 10,460 shares 10,460 $533K 0.01% -1,222 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,753 shares; 2025Q4: 88,528 shares; 2026Q1: 81,028 shares 81,028 $531K 0.01% -7,500 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,130 shares; 2025Q4: 12,676 shares; 2026Q1: 12,476 shares 12,476 $530K 0.01% -200 Timeline BBUS 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: 4,504 shares 4,504 $528K 0.01% new Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 6,757 shares; 2026Q1: 7,332 shares 7,332 $527K 0.01% +575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,585 shares; 2025Q4: 2,561 shares; 2026Q1: 2,537 shares 2,537 $525K 0.01% -24 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 7,792 shares; 2025Q1: 12,414 shares; 2025Q2: 9,391 shares; 2025Q3: 9,996 shares; 2025Q4: 5,388 shares; 2026Q1: 4,705 shares 4,705 $524K 0.01% -683 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR 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: 20,854 shares; 2025Q4: 24,779 shares; 2026Q1: 25,524 shares 25,524 $523K 0.01% +745 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,547 shares; 2025Q1: 27,547 shares; 2025Q2: 27,546 shares; 2025Q3: 27,560 shares; 2025Q4: 27,578 shares; 2026Q1: 27,577 shares 27,577 $521K 0.01% -1 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,850 shares; 2025Q4: not reported; 2026Q1: 9,826 shares 9,826 $520K 0.01% new Timeline QABA 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: 8,929 shares 8,929 $520K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares 2,111 $517K 0.01% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,749 shares; 2025Q1: 12,771 shares; 2025Q2: 12,743 shares; 2025Q3: 12,727 shares; 2025Q4: 12,728 shares; 2026Q1: 12,734 shares 12,734 $516K 0.01% +6 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares 12,157 $515K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,750 shares; 2025Q3: 49,645 shares; 2025Q4: 14,313 shares; 2026Q1: 15,417 shares 15,417 $512K 0.01% +1,104 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,853 shares; 2025Q4: 9,475 shares; 2026Q1: 10,225 shares 10,225 $511K 0.01% +750 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 10,875 shares; 2025Q1: 4,978 shares; 2025Q2: 4,801 shares; 2025Q3: 4,438 shares; 2025Q4: 3,444 shares; 2026Q1: 4,301 shares 4,301 $508K 0.01% +857 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,261 shares; 2025Q1: 1,286 shares; 2025Q2: 3,684 shares; 2025Q3: 1,792 shares; 2025Q4: 1,619 shares; 2026Q1: 1,825 shares 1,825 $507K 0.01% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,579 shares 2,579 $506K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 10,617 shares; 2025Q1: 9,156 shares; 2025Q2: 11,045 shares; 2025Q3: 9,926 shares; 2025Q4: 11,866 shares; 2026Q1: 13,280 shares 13,280 $504K 0.01% +1,414 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: 2,687 shares; 2024Q4: 4,132 shares; 2025Q1: 3,611 shares; 2025Q2: 2,088 shares; 2025Q3: 2,455 shares; 2025Q4: 3,212 shares; 2026Q1: 3,200 shares 3,200 $503K 0.01% -12 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 7,955 shares; 2025Q1: 8,167 shares; 2025Q2: 8,241 shares; 2025Q3: 8,337 shares; 2025Q4: 7,757 shares; 2026Q1: 9,065 shares 9,065 $502K 0.01% +1,308 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to 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: 15,086 shares; 2026Q1: 15,799 shares 15,799 $501K 0.01% +713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,376 shares; 2025Q4: 109,311 shares; 2026Q1: 16,046 shares 16,046 $501K 0.01% -93,265 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 8,617 shares 8,617 $499K 0.01% +5,190 Timeline TLH 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: 2,761 shares; 2025Q2: 3,198 shares; 2025Q3: 3,264 shares; 2025Q4: 3,158 shares; 2026Q1: 4,952 shares 4,952 $499K 0.01% +1,794 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,009 shares; 2025Q4: 5,799 shares; 2026Q1: 8,315 shares 8,315 $499K 0.01% +2,516 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares 4,411 $497K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,869 shares; 2025Q1: not reported; 2025Q2: 12,615 shares; 2025Q3: 13,747 shares; 2025Q4: 13,830 shares; 2026Q1: 20,017 shares 20,017 $496K 0.01% +6,187 Timeline