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: 132,662 shares; 2024Q4: 119,738 shares; 2025Q1: 118,298 shares; 2025Q2: 113,151 shares; 2025Q3: 133,731 shares; 2025Q4: 144,139 shares; 2026Q1: 129,841 shares 129,841 $14.1M 0.02% -14,298 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,260 shares; 2024Q4: 130,594 shares; 2025Q1: 116,679 shares; 2025Q2: 114,678 shares; 2025Q3: 113,423 shares; 2025Q4: 111,243 shares; 2026Q1: 103,669 shares 103,669 $14M 0.02% -7,574 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: 1,432,566 shares; 2024Q4: 1,499,480 shares; 2025Q1: 849,084 shares; 2025Q2: 649,896 shares; 2025Q3: 575,076 shares; 2025Q4: 473,386 shares; 2026Q1: 438,464 shares 438,464 $14M 0.02% -34,922 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: 131,984 shares; 2024Q4: 122,661 shares; 2025Q1: 108,899 shares; 2025Q2: 144,478 shares; 2025Q3: 158,417 shares; 2025Q4: 143,756 shares; 2026Q1: 145,320 shares 145,320 $14M 0.02% +1,564 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: 113,094 shares; 2024Q4: 119,300 shares; 2025Q1: 124,820 shares; 2025Q2: 74,440 shares; 2025Q3: 72,430 shares; 2025Q4: 70,791 shares; 2026Q1: 64,851 shares 64,851 $14M 0.02% -5,940 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: 125,261 shares; 2024Q4: 182,684 shares; 2025Q1: 190,333 shares; 2025Q2: 397,009 shares; 2025Q3: 384,492 shares; 2025Q4: 349,641 shares; 2026Q1: 252,458 shares 252,458 $13.9M 0.02% -97,183 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 28,603 shares; 2025Q1: 39,782 shares; 2025Q2: 62,084 shares; 2025Q3: 458,768 shares; 2025Q4: 516,986 shares; 2026Q1: 558,881 shares 558,881 $13.9M 0.02% +41,895 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: 70,407 shares; 2024Q4: 67,753 shares; 2025Q1: 65,348 shares; 2025Q2: 61,274 shares; 2025Q3: 60,842 shares; 2025Q4: 53,442 shares; 2026Q1: 53,058 shares 53,058 $13.8M 0.02% -384 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,183 shares; 2024Q4: 41,666 shares; 2025Q1: 31,723 shares; 2025Q2: 36,248 shares; 2025Q3: 37,551 shares; 2025Q4: 51,535 shares; 2026Q1: 69,015 shares 69,015 $13.8M 0.02% +17,480 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: 66,026 shares; 2024Q4: 60,163 shares; 2025Q1: 60,446 shares; 2025Q2: 63,180 shares; 2025Q3: 55,386 shares; 2025Q4: 53,481 shares; 2026Q1: 59,654 shares 59,654 $13.7M 0.02% +6,173 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: 51,712 shares; 2024Q4: 49,842 shares; 2025Q1: 42,319 shares; 2025Q2: 43,748 shares; 2025Q3: 36,219 shares; 2025Q4: 42,009 shares; 2026Q1: 41,831 shares 41,831 $13.7M 0.02% -178 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: 131,755 shares; 2024Q4: 218,846 shares; 2025Q1: 206,334 shares; 2025Q2: 175,964 shares; 2025Q3: 93,400 shares; 2025Q4: 82,211 shares; 2026Q1: 86,818 shares 86,818 $13.7M 0.02% +4,607 Timeline IWX 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: 220,716 shares; 2024Q4: 217,969 shares; 2025Q1: 187,047 shares; 2025Q2: 186,379 shares; 2025Q3: 184,135 shares; 2025Q4: 179,794 shares; 2026Q1: 146,944 shares 146,944 $13.6M 0.02% -32,850 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,094 shares; 2024Q4: 322,420 shares; 2025Q1: 302,585 shares; 2025Q2: 294,365 shares; 2025Q3: 300,760 shares; 2025Q4: 287,893 shares; 2026Q1: 292,914 shares 292,914 $13.6M 0.02% +5,021 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,440 shares; 2024Q4: 60,037 shares; 2025Q1: 57,218 shares; 2025Q2: 56,730 shares; 2025Q3: 57,435 shares; 2025Q4: 58,683 shares; 2026Q1: 58,686 shares 58,686 $13.6M 0.02% +3 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,634 shares; 2024Q4: 662,589 shares; 2025Q1: 747,672 shares; 2025Q2: 534,991 shares; 2025Q3: 569,581 shares; 2025Q4: 533,604 shares; 2026Q1: 538,256 shares 538,256 $13.4M 0.02% +4,652 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: 396,317 shares; 2024Q4: 286,610 shares; 2025Q1: 212,343 shares; 2025Q2: 208,871 shares; 2025Q3: 200,493 shares; 2025Q4: 191,509 shares; 2026Q1: 186,083 shares 186,083 $13.4M 0.02% -5,426 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: 21,766 shares; 2024Q4: 124,253 shares; 2025Q1: 194,018 shares; 2025Q2: 230,592 shares; 2025Q3: 229,742 shares; 2025Q4: 245,542 shares; 2026Q1: 255,872 shares 255,872 $13.4M 0.02% +10,330 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: 303,723 shares; 2024Q4: 307,207 shares; 2025Q1: 283,035 shares; 2025Q2: 280,753 shares; 2025Q3: 230,560 shares; 2025Q4: 188,608 shares; 2026Q1: 186,357 shares 186,357 $13.3M 0.02% -2,251 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,499 shares; 2024Q4: 48,795 shares; 2025Q1: 47,227 shares; 2025Q2: 48,053 shares; 2025Q3: 46,783 shares; 2025Q4: 45,112 shares; 2026Q1: 41,413 shares 41,413 $13.3M 0.02% -3,699 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: 71,963 shares; 2024Q4: 73,231 shares; 2025Q1: 71,655 shares; 2025Q2: 71,778 shares; 2025Q3: 56,574 shares; 2025Q4: 61,922 shares; 2026Q1: 67,613 shares 67,613 $13.3M 0.02% +5,691 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: 232,290 shares; 2024Q4: 234,442 shares; 2025Q1: 235,328 shares; 2025Q2: 233,760 shares; 2025Q3: 218,866 shares; 2025Q4: 203,305 shares; 2026Q1: 166,716 shares 166,716 $13.2M 0.02% -36,589 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: 219,231 shares; 2024Q4: 220,227 shares; 2025Q1: 229,085 shares; 2025Q2: 204,163 shares; 2025Q3: 244,610 shares; 2025Q4: 233,531 shares; 2026Q1: 311,031 shares 311,031 $13.2M 0.02% +77,500 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: 77,253 shares; 2025Q2: 127,641 shares; 2025Q3: 126,427 shares; 2025Q4: 125,328 shares; 2026Q1: 119,471 shares 119,471 $13.2M 0.02% -5,857 Timeline CGCP 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: 152,203 shares; 2024Q4: 115,980 shares; 2025Q1: 149,435 shares; 2025Q2: 345,341 shares; 2025Q3: 355,256 shares; 2025Q4: 429,048 shares; 2026Q1: 591,450 shares 591,450 $13.2M 0.02% +162,402 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: 13,994 shares; 2024Q4: 14,248 shares; 2025Q1: 14,740 shares; 2025Q2: 21,669 shares; 2025Q3: 129,198 shares; 2025Q4: 119,562 shares; 2026Q1: 124,318 shares 124,318 $13.2M 0.02% +4,756 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,114 shares; 2024Q4: 124,078 shares; 2025Q1: 129,720 shares; 2025Q2: 125,526 shares; 2025Q3: 125,035 shares; 2025Q4: 125,472 shares; 2026Q1: 119,047 shares 119,047 $13.1M 0.02% -6,425 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,135 shares; 2024Q4: 139,128 shares; 2025Q1: 166,481 shares; 2025Q2: 160,732 shares; 2025Q3: 202,933 shares; 2025Q4: 237,802 shares; 2026Q1: 237,484 shares 237,484 $13.1M 0.02% -318 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,341 shares; 2024Q4: 274,584 shares; 2025Q1: 239,593 shares; 2025Q2: 225,612 shares; 2025Q3: 210,678 shares; 2025Q4: 210,243 shares; 2026Q1: 207,558 shares 207,558 $13M 0.02% -2,685 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: 163,855 shares; 2024Q4: 172,448 shares; 2025Q1: 178,126 shares; 2025Q2: 182,305 shares; 2025Q3: 183,766 shares; 2025Q4: 163,935 shares; 2026Q1: 158,515 shares 158,515 $12.9M 0.02% -5,420 Timeline LMBS 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: 258,307 shares; 2024Q4: 260,507 shares; 2025Q1: 267,597 shares; 2025Q2: 261,446 shares; 2025Q3: 246,848 shares; 2025Q4: 241,809 shares; 2026Q1: 258,680 shares 258,680 $12.9M 0.02% +16,871 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: 33,167 shares; 2024Q4: 35,441 shares; 2025Q1: 45,777 shares; 2025Q2: 49,912 shares; 2025Q3: 50,974 shares; 2025Q4: 70,074 shares; 2026Q1: 65,089 shares 65,089 $12.9M 0.02% -4,985 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: 161,814 shares; 2024Q4: 128,753 shares; 2025Q1: 120,074 shares; 2025Q2: 142,321 shares; 2025Q3: 128,794 shares; 2025Q4: 80,144 shares; 2026Q1: 108,852 shares 108,852 $12.9M 0.02% +28,708 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388,822 shares; 2024Q4: 1,372,424 shares; 2025Q1: 1,273,630 shares; 2025Q2: 1,011,690 shares; 2025Q3: 972,915 shares; 2025Q4: 676,170 shares; 2026Q1: 426,240 shares 426,240 $12.8M 0.02% -249,930 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,822 shares; 2024Q4: 251,002 shares; 2025Q1: 248,110 shares; 2025Q2: 249,249 shares; 2025Q3: 254,977 shares; 2025Q4: 251,702 shares; 2026Q1: 187,191 shares 187,191 $12.8M 0.02% -64,511 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,317 shares; 2024Q4: 407,400 shares; 2025Q1: 219,668 shares; 2025Q2: 214,678 shares; 2025Q3: 217,936 shares; 2025Q4: 250,926 shares; 2026Q1: 252,961 shares 252,961 $12.8M 0.02% +2,035 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,027 shares; 2024Q4: 119,441 shares; 2025Q1: 106,692 shares; 2025Q2: 108,142 shares; 2025Q3: 81,867 shares; 2025Q4: 63,132 shares; 2026Q1: 58,816 shares 58,816 $12.7M 0.02% -4,316 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: 176,352 shares; 2024Q4: 179,401 shares; 2025Q1: 194,625 shares; 2025Q2: 208,362 shares; 2025Q3: 187,667 shares; 2025Q4: 185,509 shares; 2026Q1: 175,832 shares 175,832 $12.7M 0.02% -9,677 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: 281,760 shares; 2024Q4: 337,556 shares; 2025Q1: 341,813 shares; 2025Q2: 404,290 shares; 2025Q3: 388,908 shares; 2025Q4: 337,490 shares; 2026Q1: 300,625 shares 300,625 $12.7M 0.02% -36,865 Timeline PWB 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: 50,972 shares; 2024Q4: 48,654 shares; 2025Q1: 48,667 shares; 2025Q2: 48,759 shares; 2025Q3: 49,931 shares; 2025Q4: 92,445 shares; 2026Q1: 100,670 shares 100,670 $12.7M 0.02% +8,225 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,847 shares; 2024Q4: 228,112 shares; 2025Q1: 320,629 shares; 2025Q2: 422,790 shares; 2025Q3: 281,818 shares; 2025Q4: 296,075 shares; 2026Q1: 317,483 shares 317,483 $12.5M 0.02% +21,408 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: 60,932 shares; 2024Q4: 59,920 shares; 2025Q1: 60,003 shares; 2025Q2: 202,665 shares; 2025Q3: 207,923 shares; 2025Q4: 200,162 shares; 2026Q1: 185,752 shares 185,752 $12.5M 0.02% -14,410 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: 103,611 shares; 2024Q4: 143,452 shares; 2025Q1: 160,657 shares; 2025Q2: 175,407 shares; 2025Q3: 258,587 shares; 2025Q4: 287,433 shares; 2026Q1: 345,917 shares 345,917 $12.4M 0.02% +58,484 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 12,884 shares; 2025Q1: 64,727 shares; 2025Q2: 74,686 shares; 2025Q3: 112,883 shares; 2025Q4: 109,876 shares; 2026Q1: 110,677 shares 110,677 $12.4M 0.02% +801 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,173 shares; 2025Q2: 59,497 shares; 2025Q3: 316,221 shares; 2025Q4: 353,948 shares; 2026Q1: 403,117 shares 403,117 $12.3M 0.02% +49,169 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,871 shares; 2024Q4: 101,425 shares; 2025Q1: 73,333 shares; 2025Q2: 51,244 shares; 2025Q3: 49,246 shares; 2025Q4: 48,648 shares; 2026Q1: 62,006 shares 62,006 $12.2M 0.02% +13,358 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,768 shares; 2024Q4: 91,265 shares; 2025Q1: 91,268 shares; 2025Q2: 82,316 shares; 2025Q3: 82,264 shares; 2025Q4: 82,909 shares; 2026Q1: 85,476 shares 85,476 $12.2M 0.02% +2,567 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,896 shares; 2024Q4: 11,845 shares; 2025Q1: 13,471 shares; 2025Q2: 11,398 shares; 2025Q3: 41,065 shares; 2025Q4: 37,012 shares; 2026Q1: 45,177 shares 45,177 $12.2M 0.02% +8,165 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,647 shares; 2024Q4: 197,860 shares; 2025Q1: 206,599 shares; 2025Q2: 201,581 shares; 2025Q3: 214,110 shares; 2025Q4: 234,826 shares; 2026Q1: 267,719 shares 267,719 $12.2M 0.02% +32,893 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 20,412 shares; 2025Q1: 14,526 shares; 2025Q2: 14,274 shares; 2025Q3: 14,901 shares; 2025Q4: 15,609 shares; 2026Q1: 16,669 shares 16,669 $12.1M 0.02% +1,060 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,804 shares; 2024Q4: 279,804 shares; 2025Q1: 279,804 shares; 2025Q2: 279,804 shares; 2025Q3: 278,804 shares; 2025Q4: 278,804 shares; 2026Q1: 278,804 shares 278,804 $12.1M 0.02% 0 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: 79,344 shares; 2024Q4: 55,271 shares; 2025Q1: 53,449 shares; 2025Q2: 56,973 shares; 2025Q3: 58,877 shares; 2025Q4: 55,678 shares; 2026Q1: 49,578 shares 49,578 $12.1M 0.02% -6,100 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,450 shares; 2024Q4: 81,447 shares; 2025Q1: 86,519 shares; 2025Q2: 87,424 shares; 2025Q3: 88,759 shares; 2025Q4: 89,941 shares; 2026Q1: 95,304 shares 95,304 $12.1M 0.02% +5,363 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: 417,876 shares; 2024Q4: 414,264 shares; 2025Q1: 370,739 shares; 2025Q2: 363,027 shares; 2025Q3: 289,304 shares; 2025Q4: 311,039 shares; 2026Q1: 323,685 shares 323,685 $12M 0.02% +12,646 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: 187,175 shares; 2024Q4: 158,730 shares; 2025Q1: 168,757 shares; 2025Q2: 164,739 shares; 2025Q3: 165,278 shares; 2025Q4: 175,152 shares; 2026Q1: 176,941 shares 176,941 $12M 0.02% +1,789 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,364 shares; 2024Q4: 265,604 shares; 2025Q1: 251,096 shares; 2025Q2: 250,737 shares; 2025Q3: 296,435 shares; 2025Q4: 289,955 shares; 2026Q1: 289,224 shares 289,224 $12M 0.02% -731 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: 118,716 shares; 2024Q4: 140,749 shares; 2025Q1: 171,495 shares; 2025Q2: 186,633 shares; 2025Q3: 227,476 shares; 2025Q4: 265,065 shares; 2026Q1: 312,421 shares 312,421 $12M 0.02% +47,356 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 5,992 shares; 2025Q1: 5,751 shares; 2025Q2: 5,744 shares; 2025Q3: 4,751 shares; 2025Q4: 4,006 shares; 2026Q1: 3,550 shares 3,550 $12M 0.02% -456 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,627 shares; 2024Q4: 124,285 shares; 2025Q1: 134,177 shares; 2025Q2: 137,281 shares; 2025Q3: 136,775 shares; 2025Q4: 240,387 shares; 2026Q1: 249,244 shares 249,244 $11.9M 0.02% +8,857 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: 220,695 shares; 2024Q4: 215,894 shares; 2025Q1: 247,679 shares; 2025Q2: 229,563 shares; 2025Q3: 242,079 shares; 2025Q4: 231,961 shares; 2026Q1: 189,953 shares 189,953 $11.9M 0.02% -42,008 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,425 shares; 2024Q4: 574,599 shares; 2025Q1: 1,694,994 shares; 2025Q2: 1,744,503 shares; 2025Q3: 121,911 shares; 2025Q4: 205,978 shares; 2026Q1: 148,351 shares 148,351 $11.9M 0.02% -57,627 Timeline QJUN 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: 538,741 shares; 2024Q4: 460,759 shares; 2025Q1: 437,157 shares; 2025Q2: 406,300 shares; 2025Q3: 395,048 shares; 2025Q4: 386,042 shares; 2026Q1: 379,835 shares 379,835 $11.9M 0.02% -6,207 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: 273,613 shares; 2024Q4: 279,134 shares; 2025Q1: 280,297 shares; 2025Q2: 266,206 shares; 2025Q3: 268,138 shares; 2025Q4: 249,304 shares; 2026Q1: 180,172 shares 180,172 $11.7M 0.02% -69,132 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,810 shares; 2024Q4: 43,745 shares; 2025Q1: 46,401 shares; 2025Q2: 68,048 shares; 2025Q3: 41,411 shares; 2025Q4: 38,865 shares; 2026Q1: 37,532 shares 37,532 $11.7M 0.02% -1,333 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,657 shares; 2024Q4: 98,576 shares; 2025Q1: 105,924 shares; 2025Q2: 134,221 shares; 2025Q3: 126,873 shares; 2025Q4: 129,821 shares; 2026Q1: 127,769 shares 127,769 $11.7M 0.02% -2,052 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: 166,077 shares; 2024Q4: 160,513 shares; 2025Q1: 181,884 shares; 2025Q2: 174,521 shares; 2025Q3: 175,123 shares; 2025Q4: 147,675 shares; 2026Q1: 143,300 shares 143,300 $11.6M 0.02% -4,375 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,696 shares; 2025Q1: 4,312 shares; 2025Q2: 7,535 shares; 2025Q3: 13,096 shares; 2025Q4: 111,353 shares; 2026Q1: 237,042 shares 237,042 $11.6M 0.02% +125,689 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,143 shares; 2024Q4: 19,975 shares; 2025Q1: 18,190 shares; 2025Q2: 325,132 shares; 2025Q3: 355,570 shares; 2025Q4: 370,812 shares; 2026Q1: 381,957 shares 381,957 $11.5M 0.02% +11,145 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,800 shares; 2024Q4: 260,393 shares; 2025Q1: 123,387 shares; 2025Q2: 123,300 shares; 2025Q3: 142,135 shares; 2025Q4: 141,729 shares; 2026Q1: 112,742 shares 112,742 $11.5M 0.02% -28,987 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,386 shares; 2026Q1: 150,740 shares 150,740 $11.5M 0.02% +114,354 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,493 shares; 2024Q4: 244,290 shares; 2025Q1: 224,348 shares; 2025Q2: 220,692 shares; 2025Q3: 254,388 shares; 2025Q4: 250,968 shares; 2026Q1: 252,371 shares 252,371 $11.5M 0.02% +1,403 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,716 shares; 2024Q4: 609,532 shares; 2025Q1: 221,030 shares; 2025Q2: 151,841 shares; 2025Q3: 123,842 shares; 2025Q4: 150,909 shares; 2026Q1: 152,124 shares 152,124 $11.5M 0.02% +1,215 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: 39,125 shares; 2024Q4: 38,266 shares; 2025Q1: 37,182 shares; 2025Q2: 36,556 shares; 2025Q3: 35,982 shares; 2025Q4: 35,058 shares; 2026Q1: 347,527 shares 347,527 $11.5M 0.02% +312,469 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: 90,283 shares; 2025Q4: 87,996 shares; 2026Q1: 84,480 shares 84,480 $11.4M 0.02% -3,516 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: 19,335 shares; 2024Q4: 26,180 shares; 2025Q1: 24,471 shares; 2025Q2: 30,602 shares; 2025Q3: 23,371 shares; 2025Q4: 21,522 shares; 2026Q1: 23,550 shares 23,550 $11.4M 0.02% +2,028 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,242 shares; 2024Q4: 147,542 shares; 2025Q1: 148,324 shares; 2025Q2: 150,017 shares; 2025Q3: 149,159 shares; 2025Q4: 151,119 shares; 2026Q1: 117,938 shares 117,938 $11.3M 0.02% -33,181 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,283 shares; 2024Q4: 136,594 shares; 2025Q1: 135,914 shares; 2025Q2: 165,751 shares; 2025Q3: 168,924 shares; 2025Q4: 188,591 shares; 2026Q1: 191,816 shares 191,816 $11.3M 0.02% +3,225 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 6,577 shares; 2025Q1: 57,297 shares; 2025Q2: 53,127 shares; 2025Q3: 57,698 shares; 2025Q4: 62,808 shares; 2026Q1: 64,375 shares 64,375 $11.2M 0.02% +1,567 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,740 shares; 2025Q3: 221,082 shares; 2025Q4: 228,551 shares; 2026Q1: 238,621 shares 238,621 $11.1M 0.02% +10,070 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,651 shares; 2024Q4: 181,556 shares; 2025Q1: 164,496 shares; 2025Q2: 153,763 shares; 2025Q3: 150,152 shares; 2025Q4: 134,394 shares; 2026Q1: 136,708 shares 136,708 $11.1M 0.02% +2,314 Timeline NJAN 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: 65,457 shares; 2024Q4: 44,198 shares; 2025Q1: 133,406 shares; 2025Q2: 186,892 shares; 2025Q3: 188,446 shares; 2025Q4: 190,766 shares; 2026Q1: 206,933 shares 206,933 $11M 0.01% +16,167 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,678 shares; 2024Q4: 80,521 shares; 2025Q1: 89,595 shares; 2025Q2: 95,039 shares; 2025Q3: 107,029 shares; 2025Q4: 386,683 shares; 2026Q1: 419,385 shares 419,385 $11M 0.01% +32,702 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,266 shares; 2024Q4: 202,270 shares; 2025Q1: 149,186 shares; 2025Q2: 134,640 shares; 2025Q3: 133,110 shares; 2025Q4: 199,882 shares; 2026Q1: 124,032 shares 124,032 $11M 0.01% -75,850 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,726 shares; 2025Q1: 45,014 shares; 2025Q2: 61,167 shares; 2025Q3: 70,554 shares; 2025Q4: 101,488 shares; 2026Q1: 418,327 shares 418,327 $11M 0.01% +316,839 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,480 shares 274,480 $10.9M 0.01% new Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 328,633 shares; 2025Q4: 351,598 shares; 2026Q1: 366,564 shares 366,564 $10.9M 0.01% +14,966 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,842 shares; 2024Q4: 39,489 shares; 2025Q1: 40,098 shares; 2025Q2: 45,234 shares; 2025Q3: 45,331 shares; 2025Q4: 55,228 shares; 2026Q1: 54,147 shares 54,147 $10.9M 0.01% -1,081 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,442 shares; 2024Q4: 91,587 shares; 2025Q1: 99,979 shares; 2025Q2: 101,113 shares; 2025Q3: 89,134 shares; 2025Q4: 94,444 shares; 2026Q1: 64,943 shares 64,943 $10.8M 0.01% -29,501 Timeline BBSGX STERLING CAP FDS More: the full row for STERLING CAP 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: 429,681 shares 429,681 $10.8M 0.01% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,196 shares; 2024Q4: 260,399 shares; 2025Q1: 305,448 shares; 2025Q2: 329,050 shares; 2025Q3: 359,662 shares; 2025Q4: 446,610 shares; 2026Q1: 349,993 shares 349,993 $10.8M 0.01% -96,617 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,540 shares; 2024Q4: 62,205 shares; 2025Q1: 65,776 shares; 2025Q2: 101,111 shares; 2025Q3: 106,677 shares; 2025Q4: 101,934 shares; 2026Q1: 112,216 shares 112,216 $10.7M 0.01% +10,282 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,390 shares; 2024Q4: 226,520 shares; 2025Q1: 212,825 shares; 2025Q2: 206,109 shares; 2025Q3: 183,165 shares; 2025Q4: 221,901 shares; 2026Q1: 226,431 shares 226,431 $10.6M 0.01% +4,530 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: 61,384 shares; 2024Q4: 58,825 shares; 2025Q1: 59,155 shares; 2025Q2: 56,396 shares; 2025Q3: 59,520 shares; 2025Q4: 62,000 shares; 2026Q1: 58,961 shares 58,961 $10.6M 0.01% -3,039 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,088 shares; 2024Q4: 118,004 shares; 2025Q1: 133,885 shares; 2025Q2: 114,044 shares; 2025Q3: 100,400 shares; 2025Q4: 97,980 shares; 2026Q1: 87,810 shares 87,810 $10.6M 0.01% -10,170 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: 35,221 shares; 2024Q4: 35,968 shares; 2025Q1: 35,961 shares; 2025Q2: 35,181 shares; 2025Q3: 34,511 shares; 2025Q4: 32,527 shares; 2026Q1: 48,271 shares 48,271 $10.6M 0.01% +15,744 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,723 shares; 2024Q4: 56,748 shares; 2025Q1: 102,921 shares; 2025Q2: 117,192 shares; 2025Q3: 191,285 shares; 2025Q4: 202,251 shares; 2026Q1: 204,987 shares 204,987 $10.6M 0.01% +2,736 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,480 shares; 2025Q4: 44,230 shares; 2026Q1: 138,543 shares 138,543 $10.5M 0.01% +94,313 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,463 shares; 2026Q1: 226,161 shares 226,161 $10.5M 0.01% +111,698 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: 104,098 shares; 2024Q4: 30,442 shares; 2025Q1: 19,763 shares; 2025Q2: 19,692 shares; 2025Q3: 18,711 shares; 2025Q4: 18,471 shares; 2026Q1: 17,739 shares 17,739 $10.4M 0.01% -732 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: 76,612 shares; 2024Q4: 29,623 shares; 2025Q1: 28,907 shares; 2025Q2: 28,398 shares; 2025Q3: 29,612 shares; 2025Q4: 27,201 shares; 2026Q1: 28,409 shares 28,409 $10.4M 0.01% +1,208 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,914 shares; 2024Q4: 171,934 shares; 2025Q1: 133,471 shares; 2025Q2: 123,661 shares; 2025Q3: 125,658 shares; 2025Q4: 122,829 shares; 2026Q1: 123,250 shares 123,250 $10.4M 0.01% +421 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,838 shares; 2024Q4: 51,984 shares; 2025Q1: 50,130 shares; 2025Q2: 63,877 shares; 2025Q3: 74,244 shares; 2025Q4: 76,176 shares; 2026Q1: 71,271 shares 71,271 $10.4M 0.01% -4,905 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,754 shares; 2024Q4: 175,029 shares; 2025Q1: 172,867 shares; 2025Q2: 173,573 shares; 2025Q3: 174,651 shares; 2025Q4: 168,070 shares; 2026Q1: 164,751 shares 164,751 $10.3M 0.01% -3,319 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,202 shares; 2024Q4: 57,199 shares; 2025Q1: 51,692 shares; 2025Q2: 48,993 shares; 2025Q3: 52,727 shares; 2025Q4: 50,388 shares; 2026Q1: 52,050 shares 52,050 $10.3M 0.01% +1,662 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: 65,903 shares; 2024Q4: 67,134 shares; 2025Q1: 72,010 shares; 2025Q2: 72,179 shares; 2025Q3: 72,963 shares; 2025Q4: 71,173 shares; 2026Q1: 64,842 shares 64,842 $10.2M 0.01% -6,331 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907,217 shares; 2024Q4: 959,439 shares; 2025Q1: 246,591 shares; 2025Q2: 233,908 shares; 2025Q3: 188,969 shares; 2025Q4: 164,707 shares; 2026Q1: 156,840 shares 156,840 $10.1M 0.01% -7,867 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: 83,796 shares; 2024Q4: 82,921 shares; 2025Q1: 86,370 shares; 2025Q2: 81,851 shares; 2025Q3: 81,839 shares; 2025Q4: 82,299 shares; 2026Q1: 80,783 shares 80,783 $10.1M 0.01% -1,516 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: 99,154 shares; 2024Q4: 303,603 shares; 2025Q1: 304,476 shares; 2025Q2: 314,685 shares; 2025Q3: 318,748 shares; 2025Q4: 318,866 shares; 2026Q1: 325,867 shares 325,867 $10.1M 0.01% +7,001 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,540 shares; 2024Q4: 348,824 shares; 2025Q1: 350,799 shares; 2025Q2: 356,205 shares; 2025Q3: 355,269 shares; 2025Q4: 348,894 shares; 2026Q1: 346,727 shares 346,727 $10.1M 0.01% -2,167 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: 53,999 shares; 2024Q4: 72,224 shares; 2025Q1: 92,078 shares; 2025Q2: 86,650 shares; 2025Q3: 86,038 shares; 2025Q4: 64,662 shares; 2026Q1: 62,007 shares 62,007 $10.1M 0.01% -2,655 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: 25,703 shares; 2024Q4: 24,318 shares; 2025Q1: 24,858 shares; 2025Q2: 20,002 shares; 2025Q3: 19,722 shares; 2025Q4: 21,013 shares; 2026Q1: 31,199 shares 31,199 $10.1M 0.01% +10,186 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,256 shares; 2024Q4: 113,292 shares; 2025Q1: 96,790 shares; 2025Q2: 95,100 shares; 2025Q3: 75,444 shares; 2025Q4: 73,023 shares; 2026Q1: 79,533 shares 79,533 $10.1M 0.01% +6,510 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,601 shares; 2024Q4: 466,011 shares; 2025Q1: 481,144 shares; 2025Q2: 448,870 shares; 2025Q3: 469,685 shares; 2025Q4: 477,480 shares; 2026Q1: 504,406 shares 504,406 $9.9M 0.01% +26,926 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,296 shares; 2024Q4: 295,154 shares; 2025Q1: 289,052 shares; 2025Q2: 197,976 shares; 2025Q3: 180,700 shares; 2025Q4: 184,895 shares; 2026Q1: 156,996 shares 156,996 $9.89M 0.01% -27,899 Timeline PAUG 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: 231,805 shares; 2024Q4: 228,938 shares; 2025Q1: 236,733 shares; 2025Q2: 236,344 shares; 2025Q3: 227,804 shares; 2025Q4: 229,584 shares; 2026Q1: 228,563 shares 228,563 $9.76M 0.01% -1,021 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 21,843 shares; 2025Q1: 20,858 shares; 2025Q2: 19,988 shares; 2025Q3: 37,808 shares; 2025Q4: 35,629 shares; 2026Q1: 26,827 shares 26,827 $9.76M 0.01% -8,802 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225,283 shares; 2024Q4: 1,220,556 shares; 2025Q1: 1,218,148 shares; 2025Q2: 1,215,812 shares; 2025Q3: 1,205,770 shares; 2025Q4: 1,197,001 shares; 2026Q1: 1,194,336 shares 1,194,336 $9.73M 0.01% -2,665 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: 346,163 shares; 2024Q4: 307,910 shares; 2025Q1: 273,354 shares; 2025Q2: 280,126 shares; 2025Q3: 292,079 shares; 2025Q4: 115,436 shares; 2026Q1: 109,558 shares 109,558 $9.69M 0.01% -5,878 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,218 shares; 2024Q4: 96,706 shares; 2025Q1: 93,242 shares; 2025Q2: 186,996 shares; 2025Q3: 196,853 shares; 2025Q4: 187,006 shares; 2026Q1: 208,832 shares 208,832 $9.69M 0.01% +21,826 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: 125,495 shares; 2024Q4: 126,562 shares; 2025Q1: 138,595 shares; 2025Q2: 129,953 shares; 2025Q3: 153,999 shares; 2025Q4: 132,335 shares; 2026Q1: 104,390 shares 104,390 $9.68M 0.01% -27,945 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,207 shares; 2025Q1: 4,032 shares; 2025Q2: 26,042 shares; 2025Q3: 43,639 shares; 2025Q4: 81,233 shares; 2026Q1: 95,628 shares 95,628 $9.67M 0.01% +14,395 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357,262 shares 357,262 $9.61M 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,272 shares; 2024Q4: 255,968 shares; 2025Q1: 221,724 shares; 2025Q2: 199,393 shares; 2025Q3: 207,907 shares; 2025Q4: 181,487 shares; 2026Q1: 200,992 shares 200,992 $9.61M 0.01% +19,505 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,262 shares; 2024Q4: 183,971 shares; 2025Q1: 189,714 shares; 2025Q2: 196,328 shares; 2025Q3: 201,353 shares; 2025Q4: 206,622 shares; 2026Q1: 211,068 shares 211,068 $9.61M 0.01% +4,446 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: 31,411 shares; 2024Q4: 41,820 shares; 2025Q1: 49,762 shares; 2025Q2: 54,137 shares; 2025Q3: 61,889 shares; 2025Q4: 62,453 shares; 2026Q1: 63,560 shares 63,560 $9.59M 0.01% +1,107 Timeline CRD-B CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,353 shares; 2024Q4: 941,853 shares; 2025Q1: 941,853 shares; 2025Q2: 941,853 shares; 2025Q3: 941,853 shares; 2025Q4: 941,853 shares; 2026Q1: 941,853 shares 941,853 $9.55M 0.01% 0 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: 96,095 shares; 2024Q4: 95,331 shares; 2025Q1: 84,607 shares; 2025Q2: 81,294 shares; 2025Q3: 80,005 shares; 2025Q4: 80,725 shares; 2026Q1: 79,563 shares 79,563 $9.51M 0.01% -1,162 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: 48,368 shares; 2025Q3: 126,879 shares; 2025Q4: 214,592 shares; 2026Q1: 189,603 shares 189,603 $9.49M 0.01% -24,989 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,072 shares; 2024Q4: 27,469 shares; 2025Q1: 18,370 shares; 2025Q2: 36,330 shares; 2025Q3: 35,044 shares; 2025Q4: 30,807 shares; 2026Q1: 26,842 shares 26,842 $9.43M 0.01% -3,965 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,710 shares; 2024Q4: 115,573 shares; 2025Q1: 64,420 shares; 2025Q2: 76,519 shares; 2025Q3: 80,566 shares; 2025Q4: 81,823 shares; 2026Q1: 80,151 shares 80,151 $9.43M 0.01% -1,672 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,764 shares; 2024Q4: 441,600 shares; 2025Q1: 408,656 shares; 2025Q2: 408,848 shares; 2025Q3: 403,326 shares; 2025Q4: 409,891 shares; 2026Q1: 393,616 shares 393,616 $9.37M 0.01% -16,275 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,928 shares; 2024Q4: 97,961 shares; 2025Q1: 104,964 shares; 2025Q2: 102,022 shares; 2025Q3: 109,616 shares; 2025Q4: 115,263 shares; 2026Q1: 120,763 shares 120,763 $9.34M 0.01% +5,500 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,658 shares; 2024Q4: 42,197 shares; 2025Q1: 51,894 shares; 2025Q2: 64,082 shares; 2025Q3: 66,477 shares; 2025Q4: 69,917 shares; 2026Q1: 79,936 shares 79,936 $9.21M 0.01% +10,019 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,835 shares; 2024Q4: 17,572 shares; 2025Q1: 16,974 shares; 2025Q2: 16,680 shares; 2025Q3: 16,203 shares; 2025Q4: 15,221 shares; 2026Q1: 15,206 shares 15,206 $9.2M 0.01% -15 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,910 shares; 2024Q4: 58,370 shares; 2025Q1: 54,325 shares; 2025Q2: 53,694 shares; 2025Q3: 55,882 shares; 2025Q4: 50,820 shares; 2026Q1: 50,955 shares 50,955 $9.18M 0.01% +135 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,267 shares; 2024Q4: 316,175 shares; 2025Q1: 299,125 shares; 2025Q2: 293,745 shares; 2025Q3: 297,124 shares; 2025Q4: 305,293 shares; 2026Q1: 344,008 shares 344,008 $9.15M 0.01% +38,715 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,830 shares; 2024Q4: 64,084 shares; 2025Q1: 68,020 shares; 2025Q2: 67,973 shares; 2025Q3: 70,323 shares; 2025Q4: 94,373 shares; 2026Q1: 97,496 shares 97,496 $9.13M 0.01% +3,123 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: 83,763 shares; 2025Q3: 90,957 shares; 2025Q4: 93,256 shares; 2026Q1: 93,513 shares 93,513 $9.13M 0.01% +257 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: 92,696 shares; 2024Q4: 94,324 shares; 2025Q1: 94,659 shares; 2025Q2: 92,378 shares; 2025Q3: 103,355 shares; 2025Q4: 111,860 shares; 2026Q1: 58,611 shares 58,611 $9.09M 0.01% -53,249 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,780 shares; 2024Q4: 46,300 shares; 2025Q1: 87,793 shares; 2025Q2: 96,702 shares; 2025Q3: 96,587 shares; 2025Q4: 96,737 shares; 2026Q1: 193,754 shares 193,754 $9.09M 0.01% +97,017 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,229 shares; 2024Q4: 24,351 shares; 2025Q1: 16,172 shares; 2025Q2: 40,187 shares; 2025Q3: 43,897 shares; 2025Q4: 43,518 shares; 2026Q1: 42,774 shares 42,774 $9.08M 0.01% -744 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,967 shares; 2025Q1: 16,020 shares; 2025Q2: 16,492 shares; 2025Q3: 17,339 shares; 2025Q4: 18,535 shares; 2026Q1: 18,490 shares 18,490 $9.07M 0.01% -45 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: 97,559 shares; 2024Q4: 105,799 shares; 2025Q1: 106,754 shares; 2025Q2: 104,676 shares; 2025Q3: 104,870 shares; 2025Q4: 85,233 shares; 2026Q1: 87,752 shares 87,752 $9.05M 0.01% +2,519 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: 77,009 shares; 2024Q4: 102,398 shares; 2025Q1: 72,324 shares; 2025Q2: 66,750 shares; 2025Q3: 49,157 shares; 2025Q4: 54,875 shares; 2026Q1: 68,772 shares 68,772 $9.03M 0.01% +13,897 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,625 shares; 2024Q4: 115,965 shares; 2025Q1: 138,500 shares; 2025Q2: 146,261 shares; 2025Q3: 151,935 shares; 2025Q4: 155,121 shares; 2026Q1: 95,708 shares 95,708 $8.99M 0.01% -59,413 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: 24,402 shares; 2024Q4: 27,784 shares; 2025Q1: 26,776 shares; 2025Q2: 26,454 shares; 2025Q3: 22,591 shares; 2025Q4: 20,598 shares; 2026Q1: 15,949 shares 15,949 $8.96M 0.01% -4,649 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,472 shares; 2024Q4: 150,840 shares; 2025Q1: 158,601 shares; 2025Q2: 186,667 shares; 2025Q3: 179,398 shares; 2025Q4: 173,434 shares; 2026Q1: 192,913 shares 192,913 $8.9M 0.01% +19,479 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,416 shares; 2024Q4: 96,034 shares; 2025Q1: 97,651 shares; 2025Q2: 100,983 shares; 2025Q3: 102,528 shares; 2025Q4: 95,755 shares; 2026Q1: 96,082 shares 96,082 $8.89M 0.01% +327 Timeline IBDW 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: 10,527 shares; 2025Q3: 10,788 shares; 2025Q4: 404,394 shares; 2026Q1: 423,036 shares 423,036 $8.85M 0.01% +18,642 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,678 shares; 2024Q4: 135,685 shares; 2025Q1: 133,568 shares; 2025Q2: 134,576 shares; 2025Q3: 153,603 shares; 2025Q4: 153,555 shares; 2026Q1: 180,199 shares 180,199 $8.73M 0.01% +26,644 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 10,466 shares; 2025Q1: 10,808 shares; 2025Q2: 10,269 shares; 2025Q3: 10,360 shares; 2025Q4: 10,891 shares; 2026Q1: 11,810 shares 11,810 $8.72M 0.01% +919 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,039 shares; 2024Q4: 119,991 shares; 2025Q1: 115,642 shares; 2025Q2: 115,153 shares; 2025Q3: 108,625 shares; 2025Q4: 111,295 shares; 2026Q1: 110,666 shares 110,666 $8.68M 0.01% -629 Timeline CLIP 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: 53,994 shares; 2024Q4: 53,582 shares; 2025Q1: 72,054 shares; 2025Q2: 64,660 shares; 2025Q3: 69,094 shares; 2025Q4: 71,765 shares; 2026Q1: 86,221 shares 86,221 $8.65M 0.01% +14,456 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 14,230 shares; 2025Q1: 14,099 shares; 2025Q2: 13,397 shares; 2025Q3: 13,842 shares; 2025Q4: 12,482 shares; 2026Q1: 12,644 shares 12,644 $8.61M 0.01% +162 Timeline IBTM 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: 366,820 shares; 2024Q4: 327,376 shares; 2025Q1: 330,349 shares; 2025Q2: 347,821 shares; 2025Q3: 359,933 shares; 2025Q4: 358,663 shares; 2026Q1: 373,676 shares 373,676 $8.57M 0.01% +15,013 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,555 shares; 2024Q4: 109,372 shares; 2025Q1: 102,056 shares; 2025Q2: 97,082 shares; 2025Q3: 102,395 shares; 2025Q4: 101,373 shares; 2026Q1: 107,603 shares 107,603 $8.48M 0.01% +6,230 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,483 shares; 2024Q4: 84,942 shares; 2025Q1: 79,781 shares; 2025Q2: 73,170 shares; 2025Q3: 71,658 shares; 2025Q4: 70,443 shares; 2026Q1: 70,492 shares 70,492 $8.42M 0.01% +49 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,827 shares; 2024Q4: 14,492 shares; 2025Q1: 14,096 shares; 2025Q2: 13,717 shares; 2025Q3: 14,700 shares; 2025Q4: 14,046 shares; 2026Q1: 15,934 shares 15,934 $8.33M 0.01% +1,888 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,553 shares; 2024Q4: 45,410 shares; 2025Q1: 46,686 shares; 2025Q2: 51,203 shares; 2025Q3: 42,837 shares; 2025Q4: 35,882 shares; 2026Q1: 65,864 shares 65,864 $8.32M 0.01% +29,982 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,512 shares; 2024Q4: 81,471 shares; 2025Q1: 75,796 shares; 2025Q2: 70,865 shares; 2025Q3: 72,052 shares; 2025Q4: 87,750 shares; 2026Q1: 85,439 shares 85,439 $8.3M 0.01% -2,311 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: 27,778 shares; 2024Q4: 26,891 shares; 2025Q1: 25,419 shares; 2025Q2: 25,378 shares; 2025Q3: 21,018 shares; 2025Q4: 19,891 shares; 2026Q1: 18,954 shares 18,954 $8.27M 0.01% -937 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,276 shares; 2024Q4: 123,497 shares; 2025Q1: 106,138 shares; 2025Q2: 102,294 shares; 2025Q3: 104,961 shares; 2025Q4: 106,721 shares; 2026Q1: 110,966 shares 110,966 $8.27M 0.01% +4,245 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,323 shares; 2024Q4: 159,988 shares; 2025Q1: 147,566 shares; 2025Q2: 142,120 shares; 2025Q3: 142,713 shares; 2025Q4: 132,111 shares; 2026Q1: 137,574 shares 137,574 $8.25M 0.01% +5,463 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: 24,971 shares; 2024Q4: 26,319 shares; 2025Q1: 57,754 shares; 2025Q2: 32,052 shares; 2025Q3: 23,565 shares; 2025Q4: 25,837 shares; 2026Q1: 22,945 shares 22,945 $8.24M 0.01% -2,892 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,400 shares; 2024Q4: 136,711 shares; 2025Q1: 135,059 shares; 2025Q2: 125,785 shares; 2025Q3: 127,745 shares; 2025Q4: 86,014 shares; 2026Q1: 83,526 shares 83,526 $8.22M 0.01% -2,488 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 9,969 shares; 2025Q1: 103,262 shares; 2025Q2: 100,658 shares; 2025Q3: 106,019 shares; 2025Q4: 122,353 shares; 2026Q1: 124,226 shares 124,226 $8.19M 0.01% +1,873 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: 266,759 shares; 2024Q4: 288,970 shares; 2025Q1: 230,208 shares; 2025Q2: 216,092 shares; 2025Q3: 208,110 shares; 2025Q4: 208,007 shares; 2026Q1: 180,660 shares 180,660 $8.17M 0.01% -27,347 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,708 shares; 2024Q4: 235,741 shares; 2025Q1: 261,654 shares; 2025Q2: 193,051 shares; 2025Q3: 192,568 shares; 2025Q4: 146,471 shares; 2026Q1: 109,459 shares 109,459 $8.15M 0.01% -37,012 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: 169,112 shares; 2024Q4: 182,865 shares; 2025Q1: 186,221 shares; 2025Q2: 156,413 shares; 2025Q3: 153,803 shares; 2025Q4: 138,713 shares; 2026Q1: 158,246 shares 158,246 $8.13M 0.01% +19,533 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,997 shares; 2025Q1: 5,864 shares; 2025Q2: 4,472 shares; 2025Q3: 4,329 shares; 2025Q4: 4,082 shares; 2026Q1: 4,695 shares 4,695 $8.12M 0.01% +613 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: 102,638 shares; 2024Q4: 105,574 shares; 2025Q1: 145,594 shares; 2025Q2: 147,721 shares; 2025Q3: 153,182 shares; 2025Q4: 178,154 shares; 2026Q1: 163,268 shares 163,268 $8.08M 0.01% -14,886 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: 84,275 shares; 2025Q3: 108,875 shares; 2025Q4: 171,363 shares; 2026Q1: 162,869 shares 162,869 $8.06M 0.01% -8,494 Timeline SMLF 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: 14,174 shares; 2024Q4: 13,093 shares; 2025Q1: 14,364 shares; 2025Q2: 17,338 shares; 2025Q3: 103,784 shares; 2025Q4: 103,782 shares; 2026Q1: 105,369 shares 105,369 $7.95M 0.01% +1,587 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 70,301 shares; 2025Q1: 86,888 shares; 2025Q2: 103,287 shares; 2025Q3: 111,424 shares; 2025Q4: 89,086 shares; 2026Q1: 96,426 shares 96,426 $7.95M 0.01% +7,340 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,251 shares; 2024Q4: 148,556 shares; 2025Q1: 147,212 shares; 2025Q2: 147,408 shares; 2025Q3: 142,098 shares; 2025Q4: 142,573 shares; 2026Q1: 146,910 shares 146,910 $7.95M 0.01% +4,337 Timeline HEFT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 297,117 shares 297,117 $7.94M 0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,695 shares; 2024Q4: 300,215 shares; 2025Q1: 302,154 shares; 2025Q2: 298,961 shares; 2025Q3: 305,326 shares; 2025Q4: 309,471 shares; 2026Q1: 334,424 shares 334,424 $7.9M 0.01% +24,953 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: 80,993 shares; 2024Q4: 89,792 shares; 2025Q1: 154,388 shares; 2025Q2: 144,418 shares; 2025Q3: 191,497 shares; 2025Q4: 198,798 shares; 2026Q1: 197,909 shares 197,909 $7.86M 0.01% -889 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,134 shares; 2024Q4: 58,814 shares; 2025Q1: 58,560 shares; 2025Q2: 51,898 shares; 2025Q3: 50,989 shares; 2025Q4: 45,012 shares; 2026Q1: 45,774 shares 45,774 $7.84M 0.01% +762 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: 103,735 shares; 2024Q4: 106,305 shares; 2025Q1: 109,660 shares; 2025Q2: 112,391 shares; 2025Q3: 115,902 shares; 2025Q4: 110,512 shares; 2026Q1: 107,139 shares 107,139 $7.84M 0.01% -3,373 Timeline FAD 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: 38,281 shares; 2024Q4: 38,942 shares; 2025Q1: 45,917 shares; 2025Q2: 48,647 shares; 2025Q3: 51,125 shares; 2025Q4: 47,162 shares; 2026Q1: 49,292 shares 49,292 $7.83M 0.01% +2,130 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,083 shares; 2024Q4: 66,097 shares; 2025Q1: 67,121 shares; 2025Q2: 44,394 shares; 2025Q3: 43,793 shares; 2025Q4: 46,717 shares; 2026Q1: 43,461 shares 43,461 $7.82M 0.01% -3,256 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,907 shares; 2025Q1: 164,208 shares; 2025Q2: 206,709 shares; 2025Q3: 172,193 shares; 2025Q4: 172,803 shares; 2026Q1: 172,917 shares 172,917 $7.81M 0.01% +114 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,126 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,157 shares; 2025Q3: 17,626 shares; 2025Q4: 29,992 shares; 2026Q1: 155,775 shares 155,775 $7.79M 0.01% +125,783 Timeline VCLT 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: 181,720 shares; 2024Q4: 220,178 shares; 2025Q1: 297,964 shares; 2025Q2: 186,379 shares; 2025Q3: 187,060 shares; 2025Q4: 186,485 shares; 2026Q1: 103,930 shares 103,930 $7.77M 0.01% -82,555 Timeline IAT 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: 85,731 shares; 2024Q4: 109,413 shares; 2025Q1: 164,171 shares; 2025Q2: 142,066 shares; 2025Q3: 64,396 shares; 2025Q4: 110,873 shares; 2026Q1: 143,576 shares 143,576 $7.73M 0.01% +32,703 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,246 shares; 2024Q4: 43,531 shares; 2025Q1: 41,895 shares; 2025Q2: 44,413 shares; 2025Q3: 47,835 shares; 2025Q4: 48,888 shares; 2026Q1: 37,893 shares 37,893 $7.69M 0.01% -10,995 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: 47,335 shares; 2024Q4: 47,911 shares; 2025Q1: 46,582 shares; 2025Q2: 46,127 shares; 2025Q3: 37,390 shares; 2025Q4: 39,259 shares; 2026Q1: 36,885 shares 36,885 $7.69M 0.01% -2,374 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,466 shares; 2024Q4: 153,615 shares; 2025Q1: 165,150 shares; 2025Q2: 184,629 shares; 2025Q3: 203,743 shares; 2025Q4: 201,972 shares; 2026Q1: 212,049 shares 212,049 $7.68M 0.01% +10,077 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: 106,701 shares; 2024Q4: 97,595 shares; 2025Q1: 124,460 shares; 2025Q2: 124,060 shares; 2025Q3: 156,086 shares; 2025Q4: 638,562 shares; 2026Q1: 280,098 shares 280,098 $7.65M 0.01% -358,464 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,594 shares; 2024Q4: 31,805 shares; 2025Q1: 69,500 shares; 2025Q2: 76,845 shares; 2025Q3: 87,317 shares; 2025Q4: 83,469 shares; 2026Q1: 168,124 shares 168,124 $7.64M 0.01% +84,655 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: 280,229 shares; 2024Q4: 113,582 shares; 2025Q1: 104,820 shares; 2025Q2: 85,062 shares; 2025Q3: 68,368 shares; 2025Q4: 59,087 shares; 2026Q1: 60,871 shares 60,871 $7.64M 0.01% +1,784 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,389 shares; 2024Q4: 267,834 shares; 2025Q1: 291,991 shares; 2025Q2: 254,562 shares; 2025Q3: 246,044 shares; 2025Q4: 243,939 shares; 2026Q1: 313,392 shares 313,392 $7.61M 0.01% +69,453 Timeline GJUL 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: 298,681 shares; 2024Q4: 289,646 shares; 2025Q1: 189,539 shares; 2025Q2: 190,892 shares; 2025Q3: 192,499 shares; 2025Q4: 194,422 shares; 2026Q1: 185,904 shares 185,904 $7.58M 0.01% -8,518 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: 23,624 shares; 2024Q4: 26,235 shares; 2025Q1: 32,737 shares; 2025Q2: 32,463 shares; 2025Q3: 27,140 shares; 2025Q4: 26,920 shares; 2026Q1: 27,537 shares 27,537 $7.58M 0.01% +617 Timeline TAFM 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: 17,731 shares; 2025Q2: 243,359 shares; 2025Q3: 227,510 shares; 2025Q4: 277,440 shares; 2026Q1: 298,993 shares 298,993 $7.56M 0.01% +21,553 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,876 shares; 2024Q4: 35,091 shares; 2025Q1: 38,276 shares; 2025Q2: 39,433 shares; 2025Q3: 40,333 shares; 2025Q4: 40,909 shares; 2026Q1: 40,402 shares 40,402 $7.54M 0.01% -507 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,987 shares; 2024Q4: 20,032 shares; 2025Q1: 17,880 shares; 2025Q2: 26,358 shares; 2025Q3: 25,412 shares; 2025Q4: 24,656 shares; 2026Q1: 24,795 shares 24,795 $7.49M 0.01% +139 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 28,519 shares; 2025Q1: 41,566 shares; 2025Q2: 28,033 shares; 2025Q3: 26,975 shares; 2025Q4: 21,443 shares; 2026Q1: 13,724 shares 13,724 $7.46M 0.01% -7,719 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,652 shares; 2024Q4: 426,754 shares; 2025Q1: 378,282 shares; 2025Q2: 377,995 shares; 2025Q3: 358,800 shares; 2025Q4: 366,922 shares; 2026Q1: 358,534 shares 358,534 $7.42M 0.01% -8,388 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: 167,355 shares; 2024Q4: 171,321 shares; 2025Q1: 181,069 shares; 2025Q2: 182,266 shares; 2025Q3: 177,703 shares; 2025Q4: 179,086 shares; 2026Q1: 214,180 shares 214,180 $7.4M 0.01% +35,094 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,087 shares; 2024Q4: 32,676 shares; 2025Q1: 83,927 shares; 2025Q2: 80,884 shares; 2025Q3: 84,990 shares; 2025Q4: 87,472 shares; 2026Q1: 89,375 shares 89,375 $7.37M 0.01% +1,903 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,445 shares; 2024Q4: 53,890 shares; 2025Q1: 60,254 shares; 2025Q2: 75,499 shares; 2025Q3: 69,413 shares; 2025Q4: 67,862 shares; 2026Q1: 63,407 shares 63,407 $7.36M 0.01% -4,455 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,071 shares; 2024Q4: 207,430 shares; 2025Q1: 164,513 shares; 2025Q2: 164,393 shares; 2025Q3: 165,307 shares; 2025Q4: 163,674 shares; 2026Q1: 162,947 shares 162,947 $7.36M 0.01% -727 Timeline PYLD 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: 137,787 shares; 2025Q2: 195,573 shares; 2025Q3: 216,574 shares; 2025Q4: 237,286 shares; 2026Q1: 280,671 shares 280,671 $7.35M 0.01% +43,385 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: 126,170 shares; 2024Q4: 129,822 shares; 2025Q1: 74,429 shares; 2025Q2: 70,141 shares; 2025Q3: 70,167 shares; 2025Q4: 138,704 shares; 2026Q1: 146,433 shares 146,433 $7.32M 0.01% +7,729 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,314 shares; 2024Q4: 283,870 shares; 2025Q1: 286,131 shares; 2025Q2: 288,933 shares; 2025Q3: 299,699 shares; 2025Q4: 309,952 shares; 2026Q1: 302,466 shares 302,466 $7.29M 0.01% -7,486 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,075 shares; 2024Q4: 107,977 shares; 2025Q1: 91,355 shares; 2025Q2: 79,549 shares; 2025Q3: 90,545 shares; 2025Q4: 90,900 shares; 2026Q1: 95,568 shares 95,568 $7.27M 0.01% +4,668 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: 198,626 shares; 2024Q4: 157,354 shares; 2025Q1: 141,135 shares; 2025Q2: 135,548 shares; 2025Q3: 126,453 shares; 2025Q4: 137,804 shares; 2026Q1: 154,302 shares 154,302 $7.25M 0.01% +16,498 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,367 shares; 2024Q4: 399,973 shares; 2025Q1: 401,069 shares; 2025Q2: 401,123 shares; 2025Q3: 407,353 shares; 2025Q4: 422,888 shares; 2026Q1: 423,984 shares 423,984 $7.2M 0.01% +1,096 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: 129,499 shares; 2024Q4: 311,449 shares; 2025Q1: 126,173 shares; 2025Q2: 125,767 shares; 2025Q3: 122,648 shares; 2025Q4: 177,026 shares; 2026Q1: 176,914 shares 176,914 $7.16M 0.01% -112 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,707 shares 157,707 $7.16M 0.01% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,491 shares; 2025Q2: 233,288 shares; 2025Q3: 246,111 shares; 2025Q4: 242,634 shares; 2026Q1: 243,740 shares 243,740 $7.15M 0.01% +1,106 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,147 shares; 2024Q4: 47,530 shares; 2025Q1: 44,634 shares; 2025Q2: 45,167 shares; 2025Q3: 44,982 shares; 2025Q4: 27,748 shares; 2026Q1: 26,806 shares 26,806 $7.13M 0.01% -942 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,959 shares; 2024Q4: 134,176 shares; 2025Q1: 127,936 shares; 2025Q2: 115,490 shares; 2025Q3: 114,296 shares; 2025Q4: 114,545 shares; 2026Q1: 118,426 shares 118,426 $7.13M 0.01% +3,881 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,308 shares; 2024Q4: 23,367 shares; 2025Q1: 21,136 shares; 2025Q2: 20,914 shares; 2025Q3: 23,459 shares; 2025Q4: 24,631 shares; 2026Q1: 25,333 shares 25,333 $7.12M 0.01% +702 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,819 shares; 2025Q4: 272,761 shares; 2026Q1: 241,668 shares 241,668 $7.11M 0.01% -31,093 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: 38,864 shares; 2024Q4: 37,692 shares; 2025Q1: 186,164 shares; 2025Q2: 75,763 shares; 2025Q3: 85,098 shares; 2025Q4: 87,657 shares; 2026Q1: 166,967 shares 166,967 $7.1M 0.01% +79,310 Timeline JPSE 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: 108,088 shares; 2025Q4: 124,526 shares; 2026Q1: 134,828 shares 134,828 $7.07M 0.01% +10,302 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,613 shares; 2025Q4: 298,844 shares; 2026Q1: 301,233 shares 301,233 $7.05M 0.01% +2,389 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,318 shares; 2024Q4: 161,531 shares; 2025Q1: 150,166 shares; 2025Q2: 198,929 shares; 2025Q3: 247,922 shares; 2025Q4: 93,413 shares; 2026Q1: 112,147 shares 112,147 $7.04M 0.01% +18,734 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,082 shares; 2024Q4: 87,661 shares; 2025Q1: 81,082 shares; 2025Q2: 62,430 shares; 2025Q3: 62,887 shares; 2025Q4: 68,164 shares; 2026Q1: 75,392 shares 75,392 $7.03M 0.01% +7,228 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,992 shares; 2024Q4: 53,737 shares; 2025Q1: 47,091 shares; 2025Q2: 46,405 shares; 2025Q3: 57,823 shares; 2025Q4: 67,082 shares; 2026Q1: 84,856 shares 84,856 $7.03M 0.01% +17,774 Timeline AFDM 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: 104,152 shares; 2024Q4: 82,644 shares; 2025Q1: 81,762 shares; 2025Q2: 93,715 shares; 2025Q3: 92,430 shares; 2025Q4: 88,284 shares; 2026Q1: 85,511 shares 85,511 $7.02M 0.01% -2,773 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,717 shares; 2025Q2: 13,385 shares; 2025Q3: 45,730 shares; 2025Q4: 52,484 shares; 2026Q1: 221,361 shares 221,361 $6.99M 0.01% +168,877 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,270 shares; 2024Q4: 170,020 shares; 2025Q1: 188,862 shares; 2025Q2: 184,275 shares; 2025Q3: 182,844 shares; 2025Q4: 117,359 shares; 2026Q1: 113,823 shares 113,823 $6.98M 0.01% -3,536 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,248 shares; 2025Q4: 24,575 shares; 2026Q1: 92,586 shares 92,586 $6.96M 0.01% +68,011 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,746 shares; 2024Q4: 40,715 shares; 2025Q1: 36,148 shares; 2025Q2: 33,967 shares; 2025Q3: 33,900 shares; 2025Q4: 33,181 shares; 2026Q1: 65,846 shares 65,846 $6.95M 0.01% +32,665 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 20,268 shares; 2025Q1: 23,025 shares; 2025Q2: 22,944 shares; 2025Q3: 22,368 shares; 2025Q4: 12,714 shares; 2026Q1: 12,740 shares 12,740 $6.92M 0.01% +26 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,424 shares; 2024Q4: 119,504 shares; 2025Q1: 121,091 shares; 2025Q2: 44,650 shares; 2025Q3: 43,483 shares; 2025Q4: 51,536 shares; 2026Q1: 48,216 shares 48,216 $6.89M 0.01% -3,320 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,438 shares; 2024Q4: 91,654 shares; 2025Q1: 92,080 shares; 2025Q2: 90,764 shares; 2025Q3: 81,214 shares; 2025Q4: 64,797 shares; 2026Q1: 50,641 shares 50,641 $6.85M 0.01% -14,156 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,286 shares; 2024Q4: 88,396 shares; 2025Q1: 87,211 shares; 2025Q2: 82,256 shares; 2025Q3: 82,027 shares; 2025Q4: 182,808 shares; 2026Q1: 48,357 shares 48,357 $6.84M 0.01% -134,451 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,341 shares; 2024Q4: 70,341 shares; 2025Q1: 64,947 shares; 2025Q2: 63,349 shares; 2025Q3: 63,185 shares; 2025Q4: 62,525 shares; 2026Q1: 53,703 shares 53,703 $6.84M 0.01% -8,822 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: 203,861 shares; 2024Q4: 302,057 shares; 2025Q1: 277,552 shares; 2025Q2: 302,645 shares; 2025Q3: 315,402 shares; 2025Q4: 301,506 shares; 2026Q1: 223,353 shares 223,353 $6.82M 0.01% -78,153 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,469 shares; 2024Q4: 44,670 shares; 2025Q1: 44,595 shares; 2025Q2: 49,599 shares; 2025Q3: 47,121 shares; 2025Q4: 48,578 shares; 2026Q1: 49,642 shares 49,642 $6.81M 0.01% +1,064 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,785 shares; 2024Q4: 33,889 shares; 2025Q1: 30,481 shares; 2025Q2: 41,027 shares; 2025Q3: 40,594 shares; 2025Q4: 32,771 shares; 2026Q1: 33,084 shares 33,084 $6.81M 0.01% +313 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,036 shares; 2024Q4: 18,749 shares; 2025Q1: 18,448 shares; 2025Q2: 19,146 shares; 2025Q3: 19,541 shares; 2025Q4: 19,197 shares; 2026Q1: 18,728 shares 18,728 $6.8M 0.01% -469 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,455 shares; 2024Q4: 91,783 shares; 2025Q1: 89,457 shares; 2025Q2: 85,503 shares; 2025Q3: 85,606 shares; 2025Q4: 86,040 shares; 2026Q1: 84,605 shares 84,605 $6.78M 0.01% -1,435 Timeline PJUL 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: 152,109 shares; 2024Q4: 148,765 shares; 2025Q1: 149,495 shares; 2025Q2: 150,908 shares; 2025Q3: 150,262 shares; 2025Q4: 150,814 shares; 2026Q1: 146,533 shares 146,533 $6.74M 0.01% -4,281 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676,575 shares; 2024Q4: 506,926 shares; 2025Q1: 448,112 shares; 2025Q2: 400,194 shares; 2025Q3: 349,933 shares; 2025Q4: 218,350 shares; 2026Q1: 198,518 shares 198,518 $6.71M 0.01% -19,832 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,895 shares; 2024Q4: 326,913 shares; 2025Q1: 324,497 shares; 2025Q2: 498,856 shares; 2025Q3: 1,028,129 shares; 2025Q4: 787,910 shares; 2026Q1: 888,223 shares 888,223 $6.7M 0.01% +100,313 Timeline QDPL 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: 114,610 shares; 2024Q4: 121,240 shares; 2025Q1: 145,653 shares; 2025Q2: 153,017 shares; 2025Q3: 156,673 shares; 2025Q4: 156,849 shares; 2026Q1: 166,629 shares 166,629 $6.69M 0.01% +9,780 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,926 shares; 2024Q4: 38,368 shares; 2025Q1: 37,216 shares; 2025Q2: 34,198 shares; 2025Q3: 33,463 shares; 2025Q4: 32,607 shares; 2026Q1: 31,006 shares 31,006 $6.65M 0.01% -1,601 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,907 shares; 2024Q4: 23,991 shares; 2025Q1: 22,434 shares; 2025Q2: 22,750 shares; 2025Q3: 22,399 shares; 2025Q4: 25,105 shares; 2026Q1: 24,892 shares 24,892 $6.64M 0.01% -213 Timeline PDEC 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: 320,339 shares; 2024Q4: 148,719 shares; 2025Q1: 149,922 shares; 2025Q2: 144,891 shares; 2025Q3: 148,947 shares; 2025Q4: 153,094 shares; 2026Q1: 156,041 shares 156,041 $6.63M 0.01% +2,947 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: 107,014 shares; 2024Q4: 106,312 shares; 2025Q1: 85,925 shares; 2025Q2: 77,757 shares; 2025Q3: 33,361 shares; 2025Q4: 30,804 shares; 2026Q1: 29,334 shares 29,334 $6.59M 0.01% -1,470 Timeline DJUL 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: 169,187 shares; 2024Q4: 154,343 shares; 2025Q1: 150,253 shares; 2025Q2: 149,625 shares; 2025Q3: 142,879 shares; 2025Q4: 141,714 shares; 2026Q1: 140,458 shares 140,458 $6.57M 0.01% -1,256 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,673 shares; 2024Q4: 19,518 shares; 2025Q1: 18,911 shares; 2025Q2: 13,525 shares; 2025Q3: 13,463 shares; 2025Q4: 11,724 shares; 2026Q1: 14,126 shares 14,126 $6.56M 0.01% +2,402 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,463 shares; 2024Q4: 45,395 shares; 2025Q1: 48,271 shares; 2025Q2: 56,069 shares; 2025Q3: 59,271 shares; 2025Q4: 60,335 shares; 2026Q1: 59,215 shares 59,215 $6.54M 0.01% -1,120 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,598 shares; 2024Q4: 93,802 shares; 2025Q1: 87,685 shares; 2025Q2: 83,435 shares; 2025Q3: 80,981 shares; 2025Q4: 76,887 shares; 2026Q1: 70,422 shares 70,422 $6.5M 0.01% -6,465 Timeline FPX 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: 37,925 shares; 2024Q4: 61,185 shares; 2025Q1: 59,473 shares; 2025Q2: 31,752 shares; 2025Q3: 32,707 shares; 2025Q4: 32,243 shares; 2026Q1: 40,819 shares 40,819 $6.48M 0.01% +8,576 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,791 shares; 2024Q4: 42,238 shares; 2025Q1: 41,872 shares; 2025Q2: 40,789 shares; 2025Q3: 40,671 shares; 2025Q4: 38,577 shares; 2026Q1: 38,257 shares 38,257 $6.47M 0.01% -320 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 26,985 shares; 2025Q1: 33,724 shares; 2025Q2: 34,705 shares; 2025Q3: 30,938 shares; 2025Q4: 30,608 shares; 2026Q1: 35,015 shares 35,015 $6.47M 0.01% +4,407 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 10,143 shares; 2025Q1: 11,843 shares; 2025Q2: 15,529 shares; 2025Q3: 16,689 shares; 2025Q4: 19,052 shares; 2026Q1: 287,416 shares 287,416 $6.46M 0.01% +268,364 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: 413,054 shares; 2024Q4: 404,492 shares; 2025Q1: 381,087 shares; 2025Q2: 431,550 shares; 2025Q3: 359,116 shares; 2025Q4: 430,430 shares; 2026Q1: 316,145 shares 316,145 $6.45M 0.01% -114,285 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,102 shares; 2025Q3: 133,862 shares; 2025Q4: 190,856 shares; 2026Q1: 206,663 shares 206,663 $6.43M 0.01% +15,807 Timeline COINBASE GLOBAL INC COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500,000 shares 6,500,000 $6.43M 0.01% new PFIG 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: 129,001 shares; 2024Q4: 126,762 shares; 2025Q1: 126,762 shares; 2025Q2: 156,814 shares; 2025Q3: 164,714 shares; 2025Q4: 209,109 shares; 2026Q1: 265,079 shares 265,079 $6.37M 0.01% +55,970 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,236 shares; 2024Q4: 168,480 shares; 2025Q1: 166,807 shares; 2025Q2: 167,977 shares; 2025Q3: 165,914 shares; 2025Q4: 166,598 shares; 2026Q1: 163,365 shares 163,365 $6.37M 0.01% -3,233 Timeline AFSM 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: 219,786 shares; 2025Q1: 242,968 shares; 2025Q2: 276,682 shares; 2025Q3: 284,550 shares; 2025Q4: 185,167 shares; 2026Q1: 193,088 shares 193,088 $6.34M 0.01% +7,921 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,126 shares; 2024Q4: 26,086 shares; 2025Q1: 99,907 shares; 2025Q2: 30,159 shares; 2025Q3: 30,544 shares; 2025Q4: 31,755 shares; 2026Q1: 30,989 shares 30,989 $6.32M 0.01% -766 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 10,277 shares; 2025Q1: 11,701 shares; 2025Q2: 12,898 shares; 2025Q3: 14,525 shares; 2025Q4: 11,817 shares; 2026Q1: 13,144 shares 13,144 $6.31M 0.01% +1,327 Timeline GAPR 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: 206,414 shares; 2024Q4: 202,755 shares; 2025Q1: 180,759 shares; 2025Q2: 162,254 shares; 2025Q3: 159,918 shares; 2025Q4: 163,404 shares; 2026Q1: 155,419 shares 155,419 $6.29M 0.01% -7,985 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: 130,681 shares; 2024Q4: 123,654 shares; 2025Q1: 121,534 shares; 2025Q2: 128,005 shares; 2025Q3: 125,247 shares; 2025Q4: 115,216 shares; 2026Q1: 111,395 shares 111,395 $6.27M 0.01% -3,821 Timeline SMIZ 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: not reported; 2025Q4: not reported; 2026Q1: 167,134 shares 167,134 $6.27M 0.01% new 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: 680,288 shares; 2024Q4: 658,519 shares; 2025Q1: 677,881 shares; 2025Q2: 397,334 shares; 2025Q3: 368,634 shares; 2025Q4: 369,336 shares; 2026Q1: 541,114 shares 541,114 $6.24M 0.01% +171,778 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,574 shares; 2024Q4: 73,031 shares; 2025Q1: 36,271 shares; 2025Q2: 34,311 shares; 2025Q3: 36,527 shares; 2025Q4: 40,000 shares; 2026Q1: 71,759 shares 71,759 $6.24M 0.01% +31,759 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,949 shares 138,949 $6.23M 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,146 shares; 2024Q4: 133,602 shares; 2025Q1: 125,465 shares; 2025Q2: 80,534 shares; 2025Q3: 63,260 shares; 2025Q4: 61,975 shares; 2026Q1: 64,394 shares 64,394 $6.22M 0.01% +2,419 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,885 shares; 2024Q4: 161,392 shares; 2025Q1: 221,818 shares; 2025Q2: 316,322 shares; 2025Q3: 424,480 shares; 2025Q4: 766,936 shares; 2026Q1: 564,460 shares 564,460 $6.22M 0.01% -202,476 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,741 shares; 2024Q4: 82,340 shares; 2025Q1: 70,813 shares; 2025Q2: 65,833 shares; 2025Q3: 68,242 shares; 2025Q4: 61,701 shares; 2026Q1: 57,799 shares 57,799 $6.22M 0.01% -3,902 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,561 shares; 2024Q4: 93,269 shares; 2025Q1: 104,222 shares; 2025Q2: 107,502 shares; 2025Q3: 104,428 shares; 2025Q4: 93,557 shares; 2026Q1: 94,655 shares 94,655 $6.2M 0.01% +1,098 Timeline POCT 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: 139,774 shares; 2024Q4: 151,451 shares; 2025Q1: 153,446 shares; 2025Q2: 156,776 shares; 2025Q3: 148,671 shares; 2025Q4: 153,421 shares; 2026Q1: 143,618 shares 143,618 $6.19M 0.01% -9,803 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,531 shares; 2025Q2: 101,005 shares; 2025Q3: 110,979 shares; 2025Q4: 118,306 shares; 2026Q1: 128,862 shares 128,862 $6.18M 0.01% +10,556 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: 30,558 shares; 2024Q4: 30,629 shares; 2025Q1: 29,636 shares; 2025Q2: 22,835 shares; 2025Q3: 22,805 shares; 2025Q4: 22,060 shares; 2026Q1: 22,739 shares 22,739 $6.16M 0.01% +679 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,911 shares; 2024Q4: 21,124 shares; 2025Q1: 55,272 shares; 2025Q2: 53,974 shares; 2025Q3: 43,542 shares; 2025Q4: 34,802 shares; 2026Q1: 31,374 shares 31,374 $6.15M 0.01% -3,428 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,238 shares; 2024Q4: 71,634 shares; 2025Q1: 72,117 shares; 2025Q2: 72,364 shares; 2025Q3: 71,868 shares; 2025Q4: 73,057 shares; 2026Q1: 73,330 shares 73,330 $6.14M 0.01% +273 Timeline DMAY 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: 47,986 shares; 2024Q4: 47,737 shares; 2025Q1: 59,113 shares; 2025Q2: 138,989 shares; 2025Q3: 140,976 shares; 2025Q4: 139,596 shares; 2026Q1: 136,303 shares 136,303 $6.12M 0.01% -3,293 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 10,764 shares; 2025Q1: 17,414 shares; 2025Q2: 16,759 shares; 2025Q3: 29,107 shares; 2025Q4: 26,607 shares; 2026Q1: 24,412 shares 24,412 $6.12M 0.01% -2,195 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: 64,719 shares; 2024Q4: 67,957 shares; 2025Q1: 65,761 shares; 2025Q2: 68,159 shares; 2025Q3: 70,640 shares; 2025Q4: 69,723 shares; 2026Q1: 68,064 shares 68,064 $6.08M 0.01% -1,659 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,657 shares; 2025Q1: 8,984 shares; 2025Q2: 8,345 shares; 2025Q3: 8,185 shares; 2025Q4: 7,755 shares; 2026Q1: 8,303 shares 8,303 $6.04M 0.01% +548 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,173 shares; 2024Q4: 167,052 shares; 2025Q1: 157,951 shares; 2025Q2: 153,831 shares; 2025Q3: 153,084 shares; 2025Q4: 139,169 shares; 2026Q1: 134,485 shares 134,485 $6.03M 0.01% -4,684 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,897 shares; 2024Q4: 35,467 shares; 2025Q1: 31,195 shares; 2025Q2: 42,126 shares; 2025Q3: 54,210 shares; 2025Q4: 59,313 shares; 2026Q1: 63,637 shares 63,637 $5.96M 0.01% +4,324 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,510 shares; 2024Q4: 27,242 shares; 2025Q1: 18,667 shares; 2025Q2: 30,084 shares; 2025Q3: 40,930 shares; 2025Q4: 45,844 shares; 2026Q1: 56,814 shares 56,814 $5.9M 0.01% +10,970 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: 1,342,530 shares; 2024Q4: 1,415,317 shares; 2025Q1: 406,642 shares; 2025Q2: 247,429 shares; 2025Q3: 194,152 shares; 2025Q4: 183,596 shares; 2026Q1: 166,124 shares 166,124 $5.89M 0.01% -17,472 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: 16,003 shares; 2024Q4: 54,683 shares; 2025Q1: 72,363 shares; 2025Q2: 79,312 shares; 2025Q3: 100,087 shares; 2025Q4: 127,251 shares; 2026Q1: 171,214 shares 171,214 $5.89M 0.01% +43,963 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,988 shares; 2024Q4: 298,809 shares; 2025Q1: 278,976 shares; 2025Q2: 336,417 shares; 2025Q3: 246,506 shares; 2025Q4: 232,354 shares; 2026Q1: 229,777 shares 229,777 $5.89M 0.01% -2,577 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 7,428 shares; 2025Q1: 4,663 shares; 2025Q2: 4,731 shares; 2025Q3: 5,781 shares; 2025Q4: 5,335 shares; 2026Q1: 5,379 shares 5,379 $5.88M 0.01% +44 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: 536,547 shares; 2024Q4: 534,051 shares; 2025Q1: 531,047 shares; 2025Q2: 535,948 shares; 2025Q3: 535,487 shares; 2025Q4: 519,677 shares; 2026Q1: 537,436 shares 537,436 $5.85M 0.01% +17,759 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: 59,342 shares; 2024Q4: 59,265 shares; 2025Q1: 58,281 shares; 2025Q2: 30,841 shares; 2025Q3: 30,798 shares; 2025Q4: 30,518 shares; 2026Q1: 33,774 shares 33,774 $5.84M 0.01% +3,256 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,086 shares; 2024Q4: 92,322 shares; 2025Q1: 101,373 shares; 2025Q2: 108,999 shares; 2025Q3: 112,742 shares; 2025Q4: 97,737 shares; 2026Q1: 116,064 shares 116,064 $5.82M 0.01% +18,327 Timeline EWC 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: 111,071 shares; 2024Q4: 110,112 shares; 2025Q1: 105,819 shares; 2025Q2: 104,843 shares; 2025Q3: 104,075 shares; 2025Q4: 104,029 shares; 2026Q1: 105,934 shares 105,934 $5.8M 0.01% +1,905 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,766 shares; 2024Q4: 36,946 shares; 2025Q1: 36,679 shares; 2025Q2: 35,883 shares; 2025Q3: 32,966 shares; 2025Q4: 32,073 shares; 2026Q1: 48,840 shares 48,840 $5.8M 0.01% +16,767 Timeline NJUL 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: 90,275 shares; 2024Q4: 90,975 shares; 2025Q1: 132,507 shares; 2025Q2: 79,348 shares; 2025Q3: 82,275 shares; 2025Q4: 81,716 shares; 2026Q1: 80,854 shares 80,854 $5.77M 0.01% -862 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,433 shares; 2024Q4: 231,092 shares; 2025Q1: 221,574 shares; 2025Q2: 92,261 shares; 2025Q3: 63,566 shares; 2025Q4: 28,279 shares; 2026Q1: 97,547 shares 97,547 $5.77M 0.01% +69,268 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: 37,650 shares; 2024Q4: 42,036 shares; 2025Q1: 34,643 shares; 2025Q2: 37,367 shares; 2025Q3: 44,662 shares; 2025Q4: 46,097 shares; 2026Q1: 75,550 shares 75,550 $5.76M 0.01% +29,453 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,711 shares; 2024Q4: 107,840 shares; 2025Q1: 95,273 shares; 2025Q2: 93,651 shares; 2025Q3: 79,711 shares; 2025Q4: 75,904 shares; 2026Q1: 65,079 shares 65,079 $5.75M 0.01% -10,825 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,367 shares; 2024Q4: 20,984 shares; 2025Q1: 20,984 shares; 2025Q2: 15,049 shares; 2025Q3: 16,015 shares; 2025Q4: 16,598 shares; 2026Q1: 102,240 shares 102,240 $5.75M 0.01% +85,642 Timeline PAPR 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: 135,138 shares; 2024Q4: 134,620 shares; 2025Q1: 134,906 shares; 2025Q2: 145,259 shares; 2025Q3: 144,783 shares; 2025Q4: 143,367 shares; 2026Q1: 144,176 shares 144,176 $5.74M 0.01% +809 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,021 shares; 2024Q4: 52,408 shares; 2025Q1: 44,212 shares; 2025Q2: 42,499 shares; 2025Q3: 36,221 shares; 2025Q4: 21,067 shares; 2026Q1: 19,777 shares 19,777 $5.72M 0.01% -1,290 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,242 shares; 2024Q4: 82,770 shares; 2025Q1: 81,262 shares; 2025Q2: 76,274 shares; 2025Q3: 76,899 shares; 2025Q4: 63,687 shares; 2026Q1: 80,323 shares 80,323 $5.72M 0.01% +16,636 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,531 shares; 2025Q4: 14,026 shares; 2026Q1: 145,333 shares 145,333 $5.71M 0.01% +131,307 Timeline PMAR 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: 111,080 shares; 2024Q4: 110,711 shares; 2025Q1: 130,697 shares; 2025Q2: 126,825 shares; 2025Q3: 123,714 shares; 2025Q4: 116,241 shares; 2026Q1: 127,654 shares 127,654 $5.7M 0.01% +11,413 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,654 shares; 2024Q4: 69,944 shares; 2025Q1: 40,568 shares; 2025Q2: 44,144 shares; 2025Q3: 46,353 shares; 2025Q4: 65,219 shares; 2026Q1: 53,249 shares 53,249 $5.67M 0.01% -11,970 Timeline GVI 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: 121,938 shares; 2024Q4: 90,168 shares; 2025Q1: 82,773 shares; 2025Q2: 50,913 shares; 2025Q3: 50,789 shares; 2025Q4: 50,206 shares; 2026Q1: 52,860 shares 52,860 $5.64M 0.01% +2,654 Timeline ZALT 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: 60,647 shares; 2025Q2: 61,471 shares; 2025Q3: 157,826 shares; 2025Q4: 160,878 shares; 2026Q1: 173,509 shares 173,509 $5.63M 0.01% +12,631 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: 86,537 shares; 2024Q4: 80,267 shares; 2025Q1: 73,798 shares; 2025Q2: 71,725 shares; 2025Q3: 71,910 shares; 2025Q4: 74,782 shares; 2026Q1: 52,620 shares 52,620 $5.62M 0.01% -22,162 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,824 shares; 2024Q4: 378,525 shares; 2025Q1: 403,631 shares; 2025Q2: 390,153 shares; 2025Q3: 437,816 shares; 2025Q4: 317,351 shares; 2026Q1: 341,398 shares 341,398 $5.61M 0.01% +24,047 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,539 shares 161,539 $5.61M 0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,040 shares; 2025Q4: 90,144 shares; 2026Q1: 60,519 shares 60,519 $5.6M 0.01% -29,625 Timeline PJUN 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: 174,072 shares; 2024Q4: 170,689 shares; 2025Q1: 170,002 shares; 2025Q2: 178,359 shares; 2025Q3: 141,628 shares; 2025Q4: 134,561 shares; 2026Q1: 133,142 shares 133,142 $5.57M 0.01% -1,419 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,360 shares; 2025Q4: 120,486 shares; 2026Q1: 111,943 shares 111,943 $5.56M 0.01% -8,543 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,270 shares; 2024Q4: 123,573 shares; 2025Q1: 116,920 shares; 2025Q2: 116,615 shares; 2025Q3: 151,943 shares; 2025Q4: 150,517 shares; 2026Q1: 152,525 shares 152,525 $5.55M 0.01% +2,008 Timeline PMAY 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: 87,925 shares; 2024Q4: 87,684 shares; 2025Q1: 87,632 shares; 2025Q2: 140,998 shares; 2025Q3: 137,676 shares; 2025Q4: 140,810 shares; 2026Q1: 139,020 shares 139,020 $5.55M 0.01% -1,790 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,714 shares; 2024Q4: 50,725 shares; 2025Q1: 48,154 shares; 2025Q2: 50,004 shares; 2025Q3: 50,383 shares; 2025Q4: 53,688 shares; 2026Q1: 44,847 shares 44,847 $5.53M 0.01% -8,841 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: 118,193 shares; 2026Q1: 104,359 shares 104,359 $5.52M 0.01% -13,834 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,442 shares; 2024Q4: 33,715 shares; 2025Q1: 32,599 shares; 2025Q2: 34,182 shares; 2025Q3: 32,212 shares; 2025Q4: 32,013 shares; 2026Q1: 32,235 shares 32,235 $5.51M 0.01% +222 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,813 shares; 2026Q1: 36,611 shares 36,611 $5.51M 0.01% +798 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,485 shares; 2024Q4: 54,028 shares; 2025Q1: 72,100 shares; 2025Q2: 79,622 shares; 2025Q3: 132,018 shares; 2025Q4: 149,307 shares; 2026Q1: 165,071 shares 165,071 $5.51M 0.01% +15,764 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 19,898 shares; 2025Q1: 21,961 shares; 2025Q2: 17,244 shares; 2025Q3: 18,282 shares; 2025Q4: 21,118 shares; 2026Q1: 23,630 shares 23,630 $5.48M 0.01% +2,512 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: 34,199 shares; 2024Q4: 35,755 shares; 2025Q1: 31,434 shares; 2025Q2: 53,189 shares; 2025Q3: 54,023 shares; 2025Q4: 49,956 shares; 2026Q1: 54,548 shares 54,548 $5.45M 0.01% +4,592 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: 227,449 shares; 2024Q4: 198,406 shares; 2025Q1: 209,014 shares; 2025Q2: 211,515 shares; 2025Q3: 219,313 shares; 2025Q4: 206,163 shares; 2026Q1: 216,963 shares 216,963 $5.45M 0.01% +10,800 Timeline SMDV 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: 83,920 shares; 2024Q4: 91,525 shares; 2025Q1: 114,883 shares; 2025Q2: 116,781 shares; 2025Q3: 112,896 shares; 2025Q4: 85,379 shares; 2026Q1: 79,181 shares 79,181 $5.45M 0.01% -6,198 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,979 shares; 2024Q4: 67,462 shares; 2025Q1: 65,098 shares; 2025Q2: 61,692 shares; 2025Q3: 52,577 shares; 2025Q4: 49,648 shares; 2026Q1: 41,871 shares 41,871 $5.44M 0.01% -7,777 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 183,048 shares 183,048 $5.43M 0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,417 shares; 2024Q4: 126,158 shares; 2025Q1: 134,965 shares; 2025Q2: 190,900 shares; 2025Q3: 197,193 shares; 2025Q4: 210,160 shares; 2026Q1: 240,841 shares 240,841 $5.43M 0.01% +30,681 Timeline IFLN 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: 203,219 shares; 2024Q4: 288,146 shares; 2025Q1: 283,736 shares; 2025Q2: 281,782 shares; 2025Q3: 280,820 shares; 2025Q4: 290,372 shares; 2026Q1: 301,674 shares 301,674 $5.41M 0.01% +11,302 Timeline PSEP 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: 160,062 shares; 2024Q4: 159,642 shares; 2025Q1: 160,522 shares; 2025Q2: 160,502 shares; 2025Q3: 126,492 shares; 2025Q4: 127,505 shares; 2026Q1: 125,515 shares 125,515 $5.4M 0.01% -1,990 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: 122,027 shares; 2024Q4: 92,623 shares; 2025Q1: 87,622 shares; 2025Q2: 88,151 shares; 2025Q3: 90,420 shares; 2025Q4: 96,140 shares; 2026Q1: 102,527 shares 102,527 $5.4M 0.01% +6,387 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,809 shares; 2024Q4: 760,855 shares; 2025Q1: 740,339 shares; 2025Q2: 749,505 shares; 2025Q3: 788,085 shares; 2025Q4: 845,565 shares; 2026Q1: 220,252 shares 220,252 $5.35M 0.01% -625,313 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,775 shares; 2024Q4: 144,544 shares; 2025Q1: 138,749 shares; 2025Q2: 138,701 shares; 2025Q3: 138,953 shares; 2025Q4: 138,972 shares; 2026Q1: 138,606 shares 138,606 $5.34M 0.01% -366 Timeline QQQE 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: 36,281 shares; 2024Q4: 36,256 shares; 2025Q1: 40,252 shares; 2025Q2: 47,021 shares; 2025Q3: 49,060 shares; 2025Q4: 50,932 shares; 2026Q1: 54,138 shares 54,138 $5.33M 0.01% +3,206 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,258 shares; 2024Q4: 286,265 shares; 2025Q1: 279,881 shares; 2025Q2: 260,865 shares; 2025Q3: 260,319 shares; 2025Q4: 242,244 shares; 2026Q1: 234,932 shares 234,932 $5.33M 0.01% -7,312 Timeline BALT 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: 51,142 shares; 2024Q4: 52,487 shares; 2025Q1: 62,807 shares; 2025Q2: 155,324 shares; 2025Q3: 127,408 shares; 2025Q4: 162,145 shares; 2026Q1: 159,198 shares 159,198 $5.33M 0.01% -2,947 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,281 shares; 2024Q4: 30,208 shares; 2025Q1: 29,298 shares; 2025Q2: 30,429 shares; 2025Q3: 29,233 shares; 2025Q4: 46,346 shares; 2026Q1: 46,306 shares 46,306 $5.32M 0.01% -40 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,370 shares; 2024Q4: 205,103 shares; 2025Q1: 273,333 shares; 2025Q2: 211,217 shares; 2025Q3: 225,876 shares; 2025Q4: 178,507 shares; 2026Q1: 172,383 shares 172,383 $5.32M 0.01% -6,124 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,877 shares; 2026Q1: 59,551 shares 59,551 $5.3M 0.01% +674 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,075 shares; 2025Q3: 114,484 shares; 2025Q4: 118,451 shares; 2026Q1: 130,787 shares 130,787 $5.29M 0.01% +12,336 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,345 shares; 2025Q1: 21,696 shares; 2025Q2: 25,114 shares; 2025Q3: 26,494 shares; 2025Q4: 28,651 shares; 2026Q1: 31,345 shares 31,345 $5.29M 0.01% +2,694 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP 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: 211,395 shares 211,395 $5.28M 0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,465 shares; 2024Q4: 254,327 shares; 2025Q1: 257,744 shares; 2025Q2: 265,927 shares; 2025Q3: 281,390 shares; 2025Q4: 285,899 shares; 2026Q1: 308,365 shares 308,365 $5.28M 0.01% +22,466 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: 130,217 shares; 2024Q4: 130,808 shares; 2025Q1: 107,277 shares; 2025Q2: 105,486 shares; 2025Q3: 104,980 shares; 2025Q4: 96,898 shares; 2026Q1: 87,093 shares 87,093 $5.26M 0.01% -9,805 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 8,096 shares; 2025Q1: 19,250 shares; 2025Q2: 43,760 shares; 2025Q3: 36,338 shares; 2025Q4: 33,887 shares; 2026Q1: 35,576 shares 35,576 $5.25M 0.01% +1,689 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,472 shares; 2024Q4: 110,842 shares; 2025Q1: 111,214 shares; 2025Q2: 113,555 shares; 2025Q3: 107,834 shares; 2025Q4: 115,676 shares; 2026Q1: 116,227 shares 116,227 $5.24M 0.01% +551 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: 8,977 shares; 2024Q4: not reported; 2025Q1: 84,582 shares; 2025Q2: 94,565 shares; 2025Q3: 65,119 shares; 2025Q4: 175,169 shares; 2026Q1: 227,800 shares 227,800 $5.23M 0.01% +52,631 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,560 shares; 2024Q4: 56,935 shares; 2025Q1: 49,501 shares; 2025Q2: 48,683 shares; 2025Q3: 47,578 shares; 2025Q4: 28,204 shares; 2026Q1: 27,404 shares 27,404 $5.22M 0.01% -800 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,954 shares; 2024Q4: 247,099 shares; 2025Q1: 206,334 shares; 2025Q2: 193,361 shares; 2025Q3: 196,565 shares; 2025Q4: 202,143 shares; 2026Q1: 192,806 shares 192,806 $5.2M 0.01% -9,337 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,088 shares; 2024Q4: 161,839 shares; 2025Q1: 156,985 shares; 2025Q2: 125,114 shares; 2025Q3: 121,741 shares; 2025Q4: 118,692 shares; 2026Q1: 114,396 shares 114,396 $5.18M 0.01% -4,296 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: 197,649 shares; 2024Q4: 200,509 shares; 2025Q1: 209,171 shares; 2025Q2: 206,832 shares; 2025Q3: 230,148 shares; 2025Q4: 202,122 shares; 2026Q1: 196,722 shares 196,722 $5.14M 0.01% -5,400 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,429 shares; 2024Q4: 183,128 shares; 2025Q1: 176,273 shares; 2025Q2: 166,137 shares; 2025Q3: 161,871 shares; 2025Q4: 120,125 shares; 2026Q1: 111,850 shares 111,850 $5.12M 0.01% -8,275 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,382 shares; 2024Q4: 136,283 shares; 2025Q1: 122,706 shares; 2025Q2: 119,170 shares; 2025Q3: 109,624 shares; 2025Q4: 79,501 shares; 2026Q1: 75,638 shares 75,638 $5.11M 0.01% -3,863 Timeline LCOW 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: 194,171 shares; 2025Q3: 209,320 shares; 2025Q4: 215,048 shares; 2026Q1: 228,548 shares 228,548 $5.1M 0.01% +13,500 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,907 shares; 2024Q4: 162,261 shares; 2025Q1: 153,377 shares; 2025Q2: 134,555 shares; 2025Q3: 135,950 shares; 2025Q4: 144,080 shares; 2026Q1: 142,823 shares 142,823 $5.07M 0.01% -1,257 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,597 shares; 2024Q4: 84,931 shares; 2025Q1: 87,733 shares; 2025Q2: 138,405 shares; 2025Q3: 125,341 shares; 2025Q4: 66,232 shares; 2026Q1: 49,030 shares 49,030 $5.07M 0.01% -17,202 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: 47,103 shares; 2025Q3: 50,838 shares; 2025Q4: 52,284 shares; 2026Q1: 53,506 shares 53,506 $5.07M 0.01% +1,222 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: 195,225 shares; 2024Q4: 144,608 shares; 2025Q1: 160,422 shares; 2025Q2: 113,593 shares; 2025Q3: 51,391 shares; 2025Q4: 45,641 shares; 2026Q1: 62,768 shares 62,768 $5.06M 0.01% +17,127 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,751 shares; 2024Q4: 163,742 shares; 2025Q1: 136,827 shares; 2025Q2: 124,924 shares; 2025Q3: 128,321 shares; 2025Q4: 116,612 shares; 2026Q1: 101,818 shares 101,818 $5.05M 0.01% -14,794 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,692 shares; 2024Q4: 197,212 shares; 2025Q1: 186,018 shares; 2025Q2: 173,082 shares; 2025Q3: 179,069 shares; 2025Q4: 181,790 shares; 2026Q1: 224,754 shares 224,754 $5.04M 0.01% +42,964 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,787 shares; 2024Q4: 47,383 shares; 2025Q1: 67,176 shares; 2025Q2: 52,691 shares; 2025Q3: 49,893 shares; 2025Q4: 52,610 shares; 2026Q1: 34,452 shares 34,452 $5.03M 0.01% -18,158 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576,649 shares; 2024Q4: 561,120 shares; 2025Q1: 517,365 shares; 2025Q2: 495,921 shares; 2025Q3: 463,231 shares; 2025Q4: 471,815 shares; 2026Q1: 498,893 shares 498,893 $4.99M 0.01% +27,078 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: 14,868 shares; 2024Q4: 25,540 shares; 2025Q1: 24,552 shares; 2025Q2: 25,230 shares; 2025Q3: 12,479 shares; 2025Q4: 13,651 shares; 2026Q1: 19,600 shares 19,600 $4.98M 0.01% +5,949 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 10,327 shares; 2025Q1: 13,574 shares; 2025Q2: 151,567 shares; 2025Q3: 152,008 shares; 2025Q4: 152,021 shares; 2026Q1: 83,465 shares 83,465 $4.94M 0.01% -68,556 Timeline PNOV 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: 104,081 shares; 2024Q4: 133,916 shares; 2025Q1: 134,985 shares; 2025Q2: 149,330 shares; 2025Q3: 104,345 shares; 2025Q4: 120,314 shares; 2026Q1: 120,957 shares 120,957 $4.94M 0.01% +643 Timeline DYNB 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: 125,542 shares 125,542 $4.94M 0.01% new Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: 77,425 shares; 2025Q4: 81,653 shares; 2026Q1: 84,136 shares 84,136 $4.92M 0.01% +2,483 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,775 shares; 2024Q4: 77,156 shares; 2025Q1: 73,915 shares; 2025Q2: 68,958 shares; 2025Q3: 65,970 shares; 2025Q4: 65,795 shares; 2026Q1: 59,365 shares 59,365 $4.92M 0.01% -6,430 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 7,333 shares; 2025Q1: 7,320 shares; 2025Q2: 5,251 shares; 2025Q3: 4,797 shares; 2025Q4: 4,319 shares; 2026Q1: 2,563 shares 2,563 $4.91M 0.01% -1,756 Timeline FDEC 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: 178,191 shares; 2024Q4: 149,103 shares; 2025Q1: 131,159 shares; 2025Q2: 101,514 shares; 2025Q3: 97,195 shares; 2025Q4: 99,933 shares; 2026Q1: 98,466 shares 98,466 $4.9M 0.01% -1,467 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,495 shares; 2024Q4: 336,419 shares; 2025Q1: 276,478 shares; 2025Q2: 117,099 shares; 2025Q3: 101,455 shares; 2025Q4: 77,307 shares; 2026Q1: 28,181 shares 28,181 $4.87M 0.01% -49,126 Timeline NOCT 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: 44,395 shares; 2024Q4: 79,170 shares; 2025Q1: 98,798 shares; 2025Q2: 97,850 shares; 2025Q3: 83,301 shares; 2025Q4: 84,654 shares; 2026Q1: 86,120 shares 86,120 $4.85M 0.01% +1,466 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: 2,885 shares; 2024Q4: 3,407 shares; 2025Q1: 3,794 shares; 2025Q2: 2,966 shares; 2025Q3: 2,956 shares; 2025Q4: 3,090 shares; 2026Q1: 28,950 shares 28,950 $4.84M 0.01% +25,860 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,058 shares; 2024Q4: 175,656 shares; 2025Q1: 166,149 shares; 2025Q2: 172,888 shares; 2025Q3: 155,386 shares; 2025Q4: 159,076 shares; 2026Q1: 136,222 shares 136,222 $4.84M 0.01% -22,854 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,128 shares; 2025Q3: 50,493 shares; 2025Q4: 49,404 shares; 2026Q1: 51,074 shares 51,074 $4.84M 0.01% +1,670 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: not reported; 2025Q1: 6,054 shares; 2025Q2: 3,289 shares; 2025Q3: 68,469 shares; 2025Q4: 59,266 shares; 2026Q1: 56,121 shares 56,121 $4.81M 0.01% -3,145 Timeline HTAB 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: 881,304 shares; 2024Q4: 965,736 shares; 2025Q1: 732,270 shares; 2025Q2: 712,631 shares; 2025Q3: 763,825 shares; 2025Q4: 244,170 shares; 2026Q1: 253,015 shares 253,015 $4.81M 0.01% +8,845 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: 18,244 shares; 2024Q4: 20,462 shares; 2025Q1: 18,659 shares; 2025Q2: 18,964 shares; 2025Q3: 18,610 shares; 2025Q4: 18,780 shares; 2026Q1: 19,328 shares 19,328 $4.8M 0.01% +548 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,116 shares; 2025Q4: 93,889 shares; 2026Q1: 204,270 shares 204,270 $4.8M 0.01% +110,381 Timeline GFEB 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: 48,859 shares; 2024Q4: 47,857 shares; 2025Q1: 39,692 shares; 2025Q2: 29,286 shares; 2025Q3: 27,710 shares; 2025Q4: 27,694 shares; 2026Q1: 116,770 shares 116,770 $4.8M 0.01% +89,076 Timeline PJAN 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: 59,333 shares; 2024Q4: 57,099 shares; 2025Q1: 102,074 shares; 2025Q2: 103,065 shares; 2025Q3: 98,756 shares; 2025Q4: 105,241 shares; 2026Q1: 102,805 shares 102,805 $4.74M 0.01% -2,436 Timeline UFEB 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: 121,587 shares; 2024Q4: 119,141 shares; 2025Q1: 144,493 shares; 2025Q2: 139,913 shares; 2025Q3: 139,403 shares; 2025Q4: 126,315 shares; 2026Q1: 130,626 shares 130,626 $4.74M 0.01% +4,311 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,871 shares; 2024Q4: 73,029 shares; 2025Q1: 28,891 shares; 2025Q2: 55,367 shares; 2025Q3: 70,871 shares; 2025Q4: 89,770 shares; 2026Q1: 93,154 shares 93,154 $4.74M 0.01% +3,384 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,611 shares; 2024Q4: 47,211 shares; 2025Q1: 46,234 shares; 2025Q2: 47,432 shares; 2025Q3: 49,435 shares; 2025Q4: 49,208 shares; 2026Q1: 50,041 shares 50,041 $4.73M 0.01% +833 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,202 shares; 2024Q4: 50,921 shares; 2025Q1: 45,344 shares; 2025Q2: 39,998 shares; 2025Q3: 28,341 shares; 2025Q4: 33,474 shares; 2026Q1: 33,968 shares 33,968 $4.73M 0.01% +494 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,081 shares; 2024Q4: 29,104 shares; 2025Q1: 28,556 shares; 2025Q2: 28,384 shares; 2025Q3: 29,312 shares; 2025Q4: 30,750 shares; 2026Q1: 29,095 shares 29,095 $4.73M 0.01% -1,655 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,766 shares; 2024Q4: 120,057 shares; 2025Q1: 67,287 shares; 2025Q2: 74,633 shares; 2025Q3: 91,805 shares; 2025Q4: 96,785 shares; 2026Q1: 102,143 shares 102,143 $4.72M 0.01% +5,358 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 8,216 shares; 2025Q1: 17,300 shares; 2025Q2: 17,208 shares; 2025Q3: 17,949 shares; 2025Q4: 18,139 shares; 2026Q1: 17,724 shares 17,724 $4.71M 0.01% -415 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,639 shares; 2024Q4: 223,587 shares; 2025Q1: 199,586 shares; 2025Q2: 102,274 shares; 2025Q3: 97,518 shares; 2025Q4: 91,120 shares; 2026Q1: 83,616 shares 83,616 $4.7M 0.01% -7,504 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,916 shares; 2024Q4: 144,001 shares; 2025Q1: 140,312 shares; 2025Q2: 141,671 shares; 2025Q3: 152,797 shares; 2025Q4: 148,209 shares; 2026Q1: 132,053 shares 132,053 $4.69M 0.01% -16,156 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,253 shares; 2024Q4: 58,757 shares; 2025Q1: 132,148 shares; 2025Q2: 132,345 shares; 2025Q3: 122,655 shares; 2025Q4: 75,914 shares; 2026Q1: 79,037 shares 79,037 $4.69M 0.01% +3,123 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: 16,050 shares; 2024Q4: 17,451 shares; 2025Q1: 17,858 shares; 2025Q2: 18,497 shares; 2025Q3: 18,429 shares; 2025Q4: 17,648 shares; 2026Q1: 16,606 shares 16,606 $4.69M 0.01% -1,042 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,504 shares; 2024Q4: 48,917 shares; 2025Q1: 46,943 shares; 2025Q2: 39,330 shares; 2025Q3: 36,440 shares; 2025Q4: 32,454 shares; 2026Q1: 26,606 shares 26,606 $4.67M 0.01% -5,848 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: 27,647 shares; 2024Q4: 31,231 shares; 2025Q1: 43,203 shares; 2025Q2: 43,911 shares; 2025Q3: 45,392 shares; 2025Q4: 45,932 shares; 2026Q1: 45,487 shares 45,487 $4.64M 0.01% -445 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,213 shares; 2025Q2: 3,017 shares; 2025Q3: 22,515 shares; 2025Q4: 32,342 shares; 2026Q1: 34,718 shares 34,718 $4.62M 0.01% +2,376 Timeline BIDD 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: 161,037 shares; 2025Q1: 166,414 shares; 2025Q2: 163,491 shares; 2025Q3: 161,166 shares; 2025Q4: 163,442 shares; 2026Q1: 162,479 shares 162,479 $4.62M 0.01% -963 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,580 shares; 2024Q4: 16,226 shares; 2025Q1: 16,718 shares; 2025Q2: 17,629 shares; 2025Q3: 18,293 shares; 2025Q4: 18,246 shares; 2026Q1: 16,827 shares 16,827 $4.61M 0.01% -1,419 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,160 shares; 2025Q2: 14,489 shares; 2025Q3: 19,490 shares; 2025Q4: 33,695 shares; 2026Q1: 46,153 shares 46,153 $4.61M 0.01% +12,458 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,497 shares; 2024Q4: 43,197 shares; 2025Q1: 38,733 shares; 2025Q2: 32,620 shares; 2025Q3: 31,860 shares; 2025Q4: 31,028 shares; 2026Q1: 25,649 shares 25,649 $4.6M 0.01% -5,379 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,196 shares; 2025Q1: 83,147 shares; 2025Q2: 90,430 shares; 2025Q3: 95,889 shares; 2025Q4: 46,213 shares; 2026Q1: 199,826 shares 199,826 $4.6M 0.01% +153,613 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,610 shares; 2024Q4: 21,865 shares; 2025Q1: 45,094 shares; 2025Q2: 45,287 shares; 2025Q3: 50,456 shares; 2025Q4: 93,594 shares; 2026Q1: 119,498 shares 119,498 $4.59M 0.01% +25,904 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,767 shares 117,767 $4.58M 0.01% new Timeline QMAR 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: 398,524 shares; 2024Q4: 181,524 shares; 2025Q1: 165,302 shares; 2025Q2: 149,435 shares; 2025Q3: 138,470 shares; 2025Q4: 136,831 shares; 2026Q1: 136,056 shares 136,056 $4.57M 0.01% -775 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,379 shares; 2025Q1: 19,248 shares; 2025Q2: 18,987 shares; 2025Q3: 20,705 shares; 2025Q4: 22,224 shares; 2026Q1: 22,677 shares 22,677 $4.57M 0.01% +453 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 21,723 shares; 2025Q1: 40,692 shares; 2025Q2: 40,882 shares; 2025Q3: 63,262 shares; 2025Q4: 74,874 shares; 2026Q1: 49,643 shares 49,643 $4.55M 0.01% -25,231 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,246 shares; 2024Q4: 89,072 shares; 2025Q1: 96,605 shares; 2025Q2: 107,080 shares; 2025Q3: 114,950 shares; 2025Q4: 115,197 shares; 2026Q1: 121,018 shares 121,018 $4.55M 0.01% +5,821 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: 250,825 shares; 2024Q4: 243,493 shares; 2025Q1: 241,883 shares; 2025Q2: 240,327 shares; 2025Q3: 241,508 shares; 2025Q4: 243,439 shares; 2026Q1: 264,488 shares 264,488 $4.54M 0.01% +21,049 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,109 shares; 2025Q2: 58,720 shares; 2025Q3: 56,078 shares; 2025Q4: 115,819 shares; 2026Q1: 117,527 shares 117,527 $4.53M 0.01% +1,708 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,388 shares; 2024Q4: 93,798 shares; 2025Q1: 78,364 shares; 2025Q2: 59,478 shares; 2025Q3: 51,164 shares; 2025Q4: 49,600 shares; 2026Q1: 46,549 shares 46,549 $4.5M 0.01% -3,051 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD 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: 93,862 shares; 2025Q4: 106,957 shares; 2026Q1: 141,380 shares 141,380 $4.49M 0.01% +34,423 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,062 shares; 2024Q4: 56,072 shares; 2025Q1: 47,702 shares; 2025Q2: 52,382 shares; 2025Q3: 43,857 shares; 2025Q4: 46,590 shares; 2026Q1: 72,796 shares 72,796 $4.49M 0.01% +26,206 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,334 shares; 2025Q1: 10,443 shares; 2025Q2: 10,590 shares; 2025Q3: 10,900 shares; 2025Q4: 11,175 shares; 2026Q1: 11,790 shares 11,790 $4.48M 0.01% +615 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,603 shares; 2024Q4: 85,900 shares; 2025Q1: 109,752 shares; 2025Q2: 127,151 shares; 2025Q3: 152,193 shares; 2025Q4: 200,317 shares; 2026Q1: 229,567 shares 229,567 $4.46M 0.01% +29,250 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 14,586 shares; 2025Q1: 17,813 shares; 2025Q2: 20,670 shares; 2025Q3: 20,864 shares; 2025Q4: 21,558 shares; 2026Q1: 21,599 shares 21,599 $4.42M 0.01% +41 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 11,516 shares; 2025Q1: 10,870 shares; 2025Q2: 11,689 shares; 2025Q3: 11,826 shares; 2025Q4: 13,718 shares; 2026Q1: 14,969 shares 14,969 $4.42M 0.01% +1,251 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: 49,662 shares; 2024Q4: 48,990 shares; 2025Q1: 53,136 shares; 2025Q2: 50,209 shares; 2025Q3: 29,326 shares; 2025Q4: 29,177 shares; 2026Q1: 38,878 shares 38,878 $4.4M 0.01% +9,701 Timeline DAN DANA INC More: the full row for DANA 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: 132,595 shares; 2026Q1: 130,608 shares 130,608 $4.39M 0.01% -1,987 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,958 shares; 2024Q4: 28,111 shares; 2025Q1: 32,291 shares; 2025Q2: 29,379 shares; 2025Q3: 31,060 shares; 2025Q4: 31,902 shares; 2026Q1: 40,446 shares 40,446 $4.39M 0.01% +8,544 Timeline DFEV 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: 140,151 shares; 2024Q4: 252,065 shares; 2025Q1: 253,131 shares; 2025Q2: 253,346 shares; 2025Q3: 253,025 shares; 2025Q4: 252,382 shares; 2026Q1: 121,564 shares 121,564 $4.35M 0.01% -130,818 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,570 shares; 2024Q4: 34,619 shares; 2025Q1: 21,146 shares; 2025Q2: 19,705 shares; 2025Q3: 19,972 shares; 2025Q4: 19,702 shares; 2026Q1: 25,265 shares 25,265 $4.35M 0.01% +5,563 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 20,138 shares; 2025Q1: 19,829 shares; 2025Q2: 17,918 shares; 2025Q3: 18,424 shares; 2025Q4: 18,387 shares; 2026Q1: 20,593 shares 20,593 $4.35M 0.01% +2,206 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: 309,313 shares; 2024Q4: 310,202 shares; 2025Q1: 295,426 shares; 2025Q2: 283,936 shares; 2025Q3: 302,699 shares; 2025Q4: 318,177 shares; 2026Q1: 317,449 shares 317,449 $4.34M 0.01% -728 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: 72,856 shares; 2024Q4: 64,845 shares; 2025Q1: 47,804 shares; 2025Q2: 59,888 shares; 2025Q3: 58,954 shares; 2025Q4: 45,616 shares; 2026Q1: 163,516 shares 163,516 $4.34M 0.01% +117,900 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE 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: 96,285 shares 96,285 $4.33M 0.01% new PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 9,818 shares; 2025Q1: 8,440 shares; 2025Q2: 7,405 shares; 2025Q3: 8,112 shares; 2025Q4: 8,696 shares; 2026Q1: 47,757 shares 47,757 $4.3M 0.01% +39,061 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,432 shares; 2025Q1: not reported; 2025Q2: 2,525 shares; 2025Q3: 2,279 shares; 2025Q4: 9,963 shares; 2026Q1: 36,313 shares 36,313 $4.29M 0.01% +26,350 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 7,476 shares; 2025Q1: 6,993 shares; 2025Q2: 6,148 shares; 2025Q3: 9,338 shares; 2025Q4: 15,659 shares; 2026Q1: 31,793 shares 31,793 $4.28M 0.01% +16,134 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,495 shares; 2024Q4: 97,233 shares; 2025Q1: 105,369 shares; 2025Q2: 115,734 shares; 2025Q3: 147,672 shares; 2025Q4: 149,096 shares; 2026Q1: 139,022 shares 139,022 $4.28M 0.01% -10,074 Timeline MTBA 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: 104,746 shares; 2024Q4: 102,606 shares; 2025Q1: 136,171 shares; 2025Q2: 64,454 shares; 2025Q3: 76,106 shares; 2025Q4: 82,548 shares; 2026Q1: 86,005 shares 86,005 $4.25M 0.01% +3,457 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,367 shares; 2024Q4: 112,010 shares; 2025Q1: 66,432 shares; 2025Q2: 31,617 shares; 2025Q3: 39,875 shares; 2025Q4: 37,329 shares; 2026Q1: 33,419 shares 33,419 $4.24M 0.01% -3,910 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 95,097 shares; 2025Q1: 90,160 shares; 2025Q2: 90,280 shares; 2025Q3: 89,949 shares; 2025Q4: 90,678 shares; 2026Q1: 89,285 shares 89,285 $4.23M 0.01% -1,393 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,536 shares; 2024Q4: 42,971 shares; 2025Q1: 48,410 shares; 2025Q2: 48,615 shares; 2025Q3: 46,318 shares; 2025Q4: 40,165 shares; 2026Q1: 35,634 shares 35,634 $4.21M 0.01% -4,531 Timeline QMMY 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: 173,267 shares; 2025Q3: 177,926 shares; 2025Q4: 176,829 shares; 2026Q1: 169,279 shares 169,279 $4.2M 0.01% -7,550 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,622 shares; 2024Q4: 25,760 shares; 2025Q1: 24,605 shares; 2025Q2: 30,627 shares; 2025Q3: 31,443 shares; 2025Q4: 21,009 shares; 2026Q1: 20,774 shares 20,774 $4.2M 0.01% -235 Timeline XLG 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: 29,223 shares; 2024Q4: 29,649 shares; 2025Q1: 63,957 shares; 2025Q2: 71,382 shares; 2025Q3: 74,782 shares; 2025Q4: 65,650 shares; 2026Q1: 77,037 shares 77,037 $4.2M 0.01% +11,387 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 23,105 shares; 2025Q1: 22,199 shares; 2025Q2: 22,313 shares; 2025Q3: 22,196 shares; 2025Q4: 19,249 shares; 2026Q1: 19,362 shares 19,362 $4.2M 0.01% +113 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,093 shares; 2024Q4: 127,177 shares; 2025Q1: 99,472 shares; 2025Q2: 96,864 shares; 2025Q3: 96,534 shares; 2025Q4: 109,727 shares; 2026Q1: 65,107 shares 65,107 $4.19M 0.01% -44,620 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: 76,579 shares; 2024Q4: 69,348 shares; 2025Q1: 155,705 shares; 2025Q2: 56,871 shares; 2025Q3: 57,542 shares; 2025Q4: 52,401 shares; 2026Q1: 53,262 shares 53,262 $4.19M 0.01% +861 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: 59,558 shares; 2024Q4: 55,636 shares; 2025Q1: 56,580 shares; 2025Q2: 50,985 shares; 2025Q3: 48,483 shares; 2025Q4: 50,627 shares; 2026Q1: 57,564 shares 57,564 $4.18M 0.01% +6,937 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,386 shares; 2024Q4: 463,344 shares; 2025Q1: 455,220 shares; 2025Q2: 451,562 shares; 2025Q3: 152,200 shares; 2025Q4: 156,778 shares; 2026Q1: 180,967 shares 180,967 $4.16M 0.01% +24,189 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,537 shares; 2024Q4: 85,431 shares; 2025Q1: 81,319 shares; 2025Q2: 76,296 shares; 2025Q3: 76,747 shares; 2025Q4: 63,413 shares; 2026Q1: 58,142 shares 58,142 $4.16M 0.01% -5,271 Timeline QDEC 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: 211,267 shares; 2024Q4: 193,357 shares; 2025Q1: 173,781 shares; 2025Q2: 159,477 shares; 2025Q3: 151,255 shares; 2025Q4: 144,285 shares; 2026Q1: 132,031 shares 132,031 $4.15M 0.01% -12,254 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,313 shares; 2024Q4: 144,910 shares; 2025Q1: 140,880 shares; 2025Q2: 140,011 shares; 2025Q3: 148,918 shares; 2025Q4: 161,936 shares; 2026Q1: 160,255 shares 160,255 $4.15M 0.01% -1,681 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,534 shares; 2025Q1: 5,455 shares; 2025Q2: 5,448 shares; 2025Q3: 4,771 shares; 2025Q4: 45,981 shares; 2026Q1: 43,910 shares 43,910 $4.14M 0.01% -2,071 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 13,377 shares; 2025Q1: 12,485 shares; 2025Q2: 12,553 shares; 2025Q3: 13,293 shares; 2025Q4: 13,331 shares; 2026Q1: 15,171 shares 15,171 $4.13M 0.01% +1,840 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,664 shares; 2024Q4: 41,340 shares; 2025Q1: 46,451 shares; 2025Q2: 49,006 shares; 2025Q3: 53,823 shares; 2025Q4: 55,104 shares; 2026Q1: 51,505 shares 51,505 $4.12M 0.01% -3,599 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: 8,276 shares; 2025Q1: 29,031 shares; 2025Q2: 58,776 shares; 2025Q3: 138,266 shares; 2025Q4: 81,037 shares; 2026Q1: 164,721 shares 164,721 $4.12M 0.01% +83,684 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: 8,458 shares; 2024Q4: 9,908 shares; 2025Q1: 8,429 shares; 2025Q2: 4,137 shares; 2025Q3: 4,423 shares; 2025Q4: 4,011 shares; 2026Q1: 3,525 shares 3,525 $4.09M 0.01% -486 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,792 shares; 2024Q4: 155,528 shares; 2025Q1: 148,822 shares; 2025Q2: 146,191 shares; 2025Q3: 145,945 shares; 2025Q4: 149,565 shares; 2026Q1: 156,257 shares 156,257 $4.07M 0.01% +6,692 Timeline PBW 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: 45,880 shares; 2024Q4: 44,346 shares; 2025Q1: 25,804 shares; 2025Q2: 27,824 shares; 2025Q3: 17,904 shares; 2025Q4: 16,967 shares; 2026Q1: 127,672 shares 127,672 $4.03M 0.01% +110,705 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,846 shares; 2024Q4: 27,362 shares; 2025Q1: 27,088 shares; 2025Q2: 78,862 shares; 2025Q3: 129,648 shares; 2025Q4: 132,885 shares; 2026Q1: 129,890 shares 129,890 $4.03M 0.01% -2,995 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 41,166 shares; 2025Q1: 43,441 shares; 2025Q2: 44,937 shares; 2025Q3: 46,442 shares; 2025Q4: 49,249 shares; 2026Q1: 52,119 shares 52,119 $4M 0.01% +2,870 Timeline PKB 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: 43,706 shares; 2024Q4: 42,865 shares; 2025Q1: 42,847 shares; 2025Q2: 42,734 shares; 2025Q3: 43,245 shares; 2025Q4: 43,075 shares; 2026Q1: 41,036 shares 41,036 $4M 0.01% -2,039 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP 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: 169,397 shares 169,397 $3.99M 0.01% new Timeline QCJL 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: 204,155 shares; 2024Q4: 203,905 shares; 2025Q1: 193,400 shares; 2025Q2: 193,400 shares; 2025Q3: 193,826 shares; 2025Q4: 193,826 shares; 2026Q1: 170,626 shares 170,626 $3.99M 0.01% -23,200 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: 43,642 shares; 2024Q4: 45,911 shares; 2025Q1: 66,160 shares; 2025Q2: 147,219 shares; 2025Q3: 139,876 shares; 2025Q4: 149,788 shares; 2026Q1: 158,519 shares 158,519 $3.99M 0.01% +8,731 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,799 shares; 2024Q4: 64,006 shares; 2025Q1: 71,722 shares; 2025Q2: 60,493 shares; 2025Q3: 64,756 shares; 2025Q4: 74,626 shares; 2026Q1: 78,423 shares 78,423 $3.98M 0.01% +3,797 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,748 shares; 2024Q4: 33,669 shares; 2025Q1: 31,500 shares; 2025Q2: 29,835 shares; 2025Q3: 29,523 shares; 2025Q4: 37,822 shares; 2026Q1: 34,660 shares 34,660 $3.95M 0.01% -3,162 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 104,275 shares; 2025Q1: 83,071 shares; 2025Q2: 86,182 shares; 2025Q3: 143,126 shares; 2025Q4: 110,323 shares; 2026Q1: 100,132 shares 100,132 $3.95M 0.01% -10,191 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,503 shares; 2024Q4: 57,389 shares; 2025Q1: 57,391 shares; 2025Q2: 56,740 shares; 2025Q3: 44,764 shares; 2025Q4: 45,120 shares; 2026Q1: 44,994 shares 44,994 $3.94M 0.01% -126 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 15,814 shares; 2025Q3: 15,814 shares; 2025Q4: 16,172 shares; 2026Q1: 51,586 shares 51,586 $3.94M 0.01% +35,414 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,390 shares; 2024Q4: 249,871 shares; 2025Q1: 110,095 shares; 2025Q2: 111,885 shares; 2025Q3: 139,687 shares; 2025Q4: 143,323 shares; 2026Q1: 158,248 shares 158,248 $3.92M 0.01% +14,925 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,643 shares 105,643 $3.9M 0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,688 shares; 2024Q4: 190,284 shares; 2025Q1: 192,934 shares; 2025Q2: 173,070 shares; 2025Q3: 169,250 shares; 2025Q4: 160,812 shares; 2026Q1: 162,747 shares 162,747 $3.89M 0.01% +1,935 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,095 shares; 2024Q4: 12,118 shares; 2025Q1: 11,968 shares; 2025Q2: 10,665 shares; 2025Q3: 9,698 shares; 2025Q4: 12,417 shares; 2026Q1: 44,883 shares 44,883 $3.89M 0.01% +32,466 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,577 shares; 2025Q2: 11,245 shares; 2025Q3: 225,550 shares; 2025Q4: 240,492 shares; 2026Q1: 130,417 shares 130,417 $3.89M 0.01% -110,075 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,571 shares; 2024Q4: 1,468,735 shares; 2025Q1: 1,598,476 shares; 2025Q2: 1,699,862 shares; 2025Q3: 675,853 shares; 2025Q4: 527,763 shares; 2026Q1: 460,068 shares 460,068 $3.89M 0.01% -67,695 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 13,239 shares; 2025Q1: 14,370 shares; 2025Q2: 31,064 shares; 2025Q3: 27,481 shares; 2025Q4: 21,093 shares; 2026Q1: 17,526 shares 17,526 $3.88M 0.01% -3,567 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167,734 shares; 2024Q4: 329,093 shares; 2025Q1: 325,333 shares; 2025Q2: 325,333 shares; 2025Q3: 325,333 shares; 2025Q4: 325,333 shares; 2026Q1: 325,333 shares 325,333 $3.87M 0.01% 0 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: 104,386 shares; 2024Q4: 103,710 shares; 2025Q1: 101,220 shares; 2025Q2: 100,112 shares; 2025Q3: 102,279 shares; 2025Q4: 101,634 shares; 2026Q1: 97,447 shares 97,447 $3.87M 0.01% -4,187 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,296 shares; 2024Q4: 104,104 shares; 2025Q1: 86,404 shares; 2025Q2: 88,381 shares; 2025Q3: 86,301 shares; 2025Q4: 87,394 shares; 2026Q1: 83,257 shares 83,257 $3.86M 0.01% -4,137 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,710 shares; 2024Q4: 80,823 shares; 2025Q1: 73,943 shares; 2025Q2: 83,167 shares; 2025Q3: 78,810 shares; 2025Q4: 79,991 shares; 2026Q1: 75,725 shares 75,725 $3.86M 0.01% -4,266 Timeline CAFX 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: 136,194 shares; 2025Q1: 156,566 shares; 2025Q2: 168,284 shares; 2025Q3: 172,104 shares; 2025Q4: 195,058 shares; 2026Q1: 155,417 shares 155,417 $3.86M 0.01% -39,641 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 7,305 shares; 2025Q1: 5,795 shares; 2025Q2: 5,531 shares; 2025Q3: 4,731 shares; 2025Q4: 5,064 shares; 2026Q1: 7,324 shares 7,324 $3.82M 0.01% +2,260 Timeline MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531,000 shares; 2025Q3: 2,031,000 shares; 2025Q4: 2,000,000 shares; 2026Q1: 3,973,000 shares 3,973,000 $3.81M 0.01% +1,973,000 IBTO 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: 140,091 shares; 2025Q1: 131,673 shares; 2025Q2: 126,742 shares; 2025Q3: 131,062 shares; 2025Q4: 134,355 shares; 2026Q1: 156,326 shares 156,326 $3.81M 0.01% +21,971 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: 51,302 shares; 2024Q4: 53,087 shares; 2025Q1: 63,319 shares; 2025Q2: 59,936 shares; 2025Q3: 59,768 shares; 2025Q4: 60,013 shares; 2026Q1: 58,879 shares 58,879 $3.81M 0.01% -1,134 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: 18,928 shares; 2024Q4: 18,618 shares; 2025Q1: 13,775 shares; 2025Q2: 12,573 shares; 2025Q3: 12,364 shares; 2025Q4: 11,103 shares; 2026Q1: 7,069 shares 7,069 $3.81M 0.01% -4,034 Timeline SPTB 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: 114,929 shares; 2025Q1: 106,722 shares; 2025Q2: 102,649 shares; 2025Q3: 105,562 shares; 2025Q4: 108,480 shares; 2026Q1: 125,579 shares 125,579 $3.8M 0.01% +17,099 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: 86,494 shares; 2024Q4: 85,900 shares; 2025Q1: 96,628 shares; 2025Q2: 96,348 shares; 2025Q3: 91,555 shares; 2025Q4: 89,396 shares; 2026Q1: 89,165 shares 89,165 $3.79M 0.01% -231 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,117 shares; 2025Q4: 50,958 shares; 2026Q1: 58,937 shares 58,937 $3.77M 0.01% +7,979 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 5,577 shares; 2025Q1: 5,141 shares; 2025Q2: 5,158 shares; 2025Q3: 5,065 shares; 2025Q4: 5,072 shares; 2026Q1: 69,668 shares 69,668 $3.77M 0.01% +64,596 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,541 shares; 2024Q4: 173,026 shares; 2025Q1: 170,032 shares; 2025Q2: 170,708 shares; 2025Q3: 177,340 shares; 2025Q4: 189,573 shares; 2026Q1: 200,602 shares 200,602 $3.77M 0.01% +11,029 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,847 shares; 2024Q4: 128,425 shares; 2025Q1: 156,439 shares; 2025Q2: 139,412 shares; 2025Q3: 121,545 shares; 2025Q4: 120,043 shares; 2026Q1: 97,590 shares 97,590 $3.77M 0.01% -22,453 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,627 shares; 2024Q4: 48,891 shares; 2025Q1: 44,393 shares; 2025Q2: 43,233 shares; 2025Q3: 22,501 shares; 2025Q4: 20,529 shares; 2026Q1: 19,798 shares 19,798 $3.75M 0.01% -731 Timeline PBD 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: 209,137 shares 209,137 $3.75M 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,571 shares; 2025Q1: 9,266 shares; 2025Q2: 10,644 shares; 2025Q3: 13,219 shares; 2025Q4: 10,455 shares; 2026Q1: 8,826 shares 8,826 $3.75M 0.01% -1,629 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS 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: 66,822 shares 66,822 $3.75M 0.01% new 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: 8,879 shares; 2024Q4: not reported; 2025Q1: 12,762 shares; 2025Q2: 16,832 shares; 2025Q3: 29,908 shares; 2025Q4: 49,560 shares; 2026Q1: 59,475 shares 59,475 $3.73M 0.01% +9,915 Timeline TRFK 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: 68,922 shares; 2026Q1: 59,804 shares 59,804 $3.72M 0.01% -9,118 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,519 shares; 2024Q4: 295,193 shares; 2025Q1: 341,910 shares; 2025Q2: 48,117 shares; 2025Q3: 50,405 shares; 2025Q4: 54,909 shares; 2026Q1: 55,354 shares 55,354 $3.72M 0.01% +445 Timeline ETSY INC ETSY INC More: the full row for ETSY 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: 3,984,000 shares 3,984,000 $3.71M 0.01% new DGCB 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: 42,000 shares; 2024Q4: 50,418 shares; 2025Q1: 62,014 shares; 2025Q2: 64,762 shares; 2025Q3: 63,636 shares; 2025Q4: 62,485 shares; 2026Q1: 68,192 shares 68,192 $3.69M <0.01% +5,707 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,060 shares; 2024Q4: 66,751 shares; 2025Q1: 65,158 shares; 2025Q2: 64,167 shares; 2025Q3: 60,898 shares; 2025Q4: 33,328 shares; 2026Q1: 27,694 shares 27,694 $3.69M <0.01% -5,634 Timeline GROZ 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: not reported; 2025Q4: not reported; 2026Q1: 133,537 shares 133,537 $3.68M <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,274 shares; 2024Q4: 58,751 shares; 2025Q1: 52,737 shares; 2025Q2: 50,945 shares; 2025Q3: 57,369 shares; 2025Q4: 58,925 shares; 2026Q1: 60,835 shares 60,835 $3.67M <0.01% +1,910 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,771 shares; 2024Q4: 25,857 shares; 2025Q1: 26,120 shares; 2025Q2: 25,905 shares; 2025Q3: 70,332 shares; 2025Q4: 60,790 shares; 2026Q1: 56,141 shares 56,141 $3.66M <0.01% -4,649 Timeline MARRIOTT VACATIONS WORLDWIDE MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766,000 shares; 2024Q4: 1,755,000 shares; 2025Q1: not reported; 2025Q2: 2,024,000 shares; 2025Q3: 3,199,000 shares; 2025Q4: 2,710,000 shares; 2026Q1: 3,789,000 shares 3,789,000 $3.64M <0.01% +1,079,000 CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,004 shares; 2025Q2: 21,242 shares; 2025Q3: 94,216 shares; 2025Q4: 112,207 shares; 2026Q1: 123,791 shares 123,791 $3.63M <0.01% +11,584 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: 77,743 shares; 2024Q4: 77,289 shares; 2025Q1: 64,120 shares; 2025Q2: 73,723 shares; 2025Q3: 76,533 shares; 2025Q4: 78,605 shares; 2026Q1: 71,395 shares 71,395 $3.63M <0.01% -7,210 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,698 shares; 2024Q4: 55,611 shares; 2025Q1: 57,085 shares; 2025Q2: 56,773 shares; 2025Q3: 56,038 shares; 2025Q4: 42,481 shares; 2026Q1: 39,453 shares 39,453 $3.62M <0.01% -3,028 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,223 shares; 2024Q4: 51,473 shares; 2025Q1: 61,891 shares; 2025Q2: 52,193 shares; 2025Q3: 63,312 shares; 2025Q4: 30,954 shares; 2026Q1: 30,860 shares 30,860 $3.62M <0.01% -94 Timeline