RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,432 shares; 2025Q2: 20,332 shares; 2025Q3: 30,437 shares; 2025Q4: 30,812 shares; 2026Q1: 29,742 shares 29,742 $3.5M 0.03% -1,070 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,859 shares; 2024Q4: 29,458 shares; 2025Q1: 28,591 shares; 2025Q2: 28,087 shares; 2025Q3: 27,062 shares; 2025Q4: 26,094 shares; 2026Q1: 23,970 shares 23,970 $3.5M 0.03% -2,124 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: 2,933 shares; 2024Q4: 5,493 shares; 2025Q1: 5,923 shares; 2025Q2: 5,700 shares; 2025Q3: 6,971 shares; 2025Q4: 47,347 shares; 2026Q1: 49,061 shares 49,061 $3.49M 0.03% +1,714 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: 7,913 shares; 2024Q4: 11,147 shares; 2025Q1: 14,367 shares; 2025Q2: 16,413 shares; 2025Q3: 17,633 shares; 2025Q4: 54,891 shares; 2026Q1: 59,099 shares 59,099 $3.47M 0.03% +4,208 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,320 shares; 2025Q1: 3,083 shares; 2025Q2: 3,049 shares; 2025Q3: 47,838 shares; 2025Q4: 27,583 shares; 2026Q1: 54,733 shares 54,733 $3.44M 0.03% +27,150 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,696 shares; 2024Q4: 35,395 shares; 2025Q1: 35,978 shares; 2025Q2: 41,354 shares; 2025Q3: 43,432 shares; 2025Q4: 42,110 shares; 2026Q1: 47,160 shares 47,160 $3.43M 0.03% +5,050 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 5,606 shares; 2025Q1: 30,096 shares; 2025Q2: 30,298 shares; 2025Q3: 35,632 shares; 2025Q4: 39,954 shares; 2026Q1: 46,391 shares 46,391 $3.43M 0.03% +6,437 Timeline JMBS 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: 37,143 shares; 2024Q4: 41,658 shares; 2025Q1: 48,749 shares; 2025Q2: 49,352 shares; 2025Q3: 57,222 shares; 2025Q4: 72,001 shares; 2026Q1: 75,852 shares 75,852 $3.43M 0.03% +3,851 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,251 shares; 2026Q1: 238,335 shares 238,335 $3.4M 0.03% -916 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: 521 shares; 2024Q4: 559 shares; 2025Q1: 656 shares; 2025Q2: 660 shares; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 1,772 shares 1,772 $3.39M 0.03% +1,111 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,933 shares; 2024Q4: 195,983 shares; 2025Q1: 198,128 shares; 2025Q2: 199,940 shares; 2025Q3: 204,054 shares; 2025Q4: 182,575 shares; 2026Q1: 186,373 shares 186,373 $3.36M 0.03% +3,798 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,865 shares; 2025Q2: 206,681 shares; 2025Q3: 251,952 shares; 2025Q4: 245,532 shares; 2026Q1: 248,923 shares 248,923 $3.34M 0.03% +3,391 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: 26,453 shares; 2024Q4: 27,440 shares; 2025Q1: 29,416 shares; 2025Q2: 28,648 shares; 2025Q3: 31,107 shares; 2025Q4: 34,417 shares; 2026Q1: 35,449 shares 35,449 $3.31M 0.02% +1,032 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: 4,121 shares; 2024Q4: 4,072 shares; 2025Q1: 6,032 shares; 2025Q2: 5,671 shares; 2025Q3: 5,679 shares; 2025Q4: 83,051 shares; 2026Q1: 88,715 shares 88,715 $3.3M 0.02% +5,664 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,466 shares; 2025Q1: 140,463 shares; 2025Q2: 134,940 shares; 2025Q3: 149,291 shares; 2025Q4: 145,668 shares; 2026Q1: 155,816 shares 155,816 $3.3M 0.02% +10,148 Timeline EWQ 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: 30 shares; 2026Q1: 75,797 shares 75,797 $3.29M 0.02% +75,767 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 8,845 shares; 2025Q1: 8,802 shares; 2025Q2: 26,482 shares; 2025Q3: 30,945 shares; 2025Q4: 28,324 shares; 2026Q1: 30,123 shares 30,123 $3.28M 0.02% +1,799 Timeline USFR 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: 101,123 shares; 2024Q4: 85,219 shares; 2025Q1: 121,030 shares; 2025Q2: 117,671 shares; 2025Q3: 100,782 shares; 2025Q4: 80,945 shares; 2026Q1: 65,131 shares 65,131 $3.28M 0.02% -15,814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 889 shares; 2026Q1: 12,302 shares 12,302 $3.27M 0.02% +11,413 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: 21,381 shares; 2024Q4: 16,839 shares; 2025Q1: 16,880 shares; 2025Q2: 17,155 shares; 2025Q3: 14,825 shares; 2025Q4: 15,066 shares; 2026Q1: 15,819 shares 15,819 $3.26M 0.02% +753 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,781 shares; 2024Q4: 19,591 shares; 2025Q1: 65,526 shares; 2025Q2: 59,378 shares; 2025Q3: 55,996 shares; 2025Q4: 59,059 shares; 2026Q1: 61,300 shares 61,300 $3.24M 0.02% +2,241 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,023 shares; 2024Q4: 37,680 shares; 2025Q1: 37,725 shares; 2025Q2: 38,620 shares; 2025Q3: 45,077 shares; 2025Q4: 56,624 shares; 2026Q1: 64,543 shares 64,543 $3.23M 0.02% +7,919 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,302 shares; 2025Q1: 13,951 shares; 2025Q2: 13,836 shares; 2025Q3: 13,958 shares; 2025Q4: 93,089 shares; 2026Q1: 93,498 shares 93,498 $3.22M 0.02% +409 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,920 shares; 2025Q2: 54,920 shares; 2025Q3: 54,920 shares; 2025Q4: 47,052 shares; 2026Q1: 63,519 shares 63,519 $3.22M 0.02% +16,467 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,885 shares; 2025Q3: 31,417 shares; 2025Q4: 59,008 shares; 2026Q1: 95,276 shares 95,276 $3.21M 0.02% +36,268 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,572 shares; 2024Q4: 45,973 shares; 2025Q1: 49,196 shares; 2025Q2: 48,723 shares; 2025Q3: 51,577 shares; 2025Q4: 63,546 shares; 2026Q1: 141,801 shares 141,801 $3.21M 0.02% +78,255 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 20,616 shares; 2025Q1: 101,947 shares; 2025Q2: 96,673 shares; 2025Q3: 94,886 shares; 2025Q4: 89,075 shares; 2026Q1: 89,290 shares 89,290 $3.21M 0.02% +215 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: 5,955 shares; 2025Q2: 5,955 shares; 2025Q3: 6,239 shares; 2025Q4: 6,369 shares; 2026Q1: 42,181 shares 42,181 $3.18M 0.02% +35,812 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 14,531 shares; 2025Q1: 14,669 shares; 2025Q2: 14,378 shares; 2025Q3: 12,889 shares; 2025Q4: 13,519 shares; 2026Q1: 50,716 shares 50,716 $3.17M 0.02% +37,197 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: 36,842 shares; 2024Q4: 37,793 shares; 2025Q1: 37,756 shares; 2025Q2: 37,014 shares; 2025Q3: 36,179 shares; 2025Q4: 41,054 shares; 2026Q1: 35,801 shares 35,801 $3.17M 0.02% -5,253 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,251 shares; 2024Q4: 28,326 shares; 2025Q1: 28,277 shares; 2025Q2: 28,198 shares; 2025Q3: 26,693 shares; 2025Q4: 28,951 shares; 2026Q1: 28,836 shares 28,836 $3.17M 0.02% -115 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 136,936 shares; 2025Q1: 137,678 shares; 2025Q2: 142,836 shares; 2025Q3: 159,307 shares; 2025Q4: 161,922 shares; 2026Q1: 161,306 shares 161,306 $3.15M 0.02% -616 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares 26,000 $3.15M 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 19,655 shares; 2025Q1: 19,528 shares; 2025Q2: 19,320 shares; 2025Q3: 19,181 shares; 2025Q4: 19,880 shares; 2026Q1: 20,772 shares 20,772 $3.15M 0.02% +892 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 6,122 shares; 2025Q1: 6,355 shares; 2025Q2: 6,304 shares; 2025Q3: 6,062 shares; 2025Q4: 6,666 shares; 2026Q1: 7,530 shares 7,530 $3.14M 0.02% +864 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,772 shares; 2024Q4: 50,008 shares; 2025Q1: 54,495 shares; 2025Q2: 55,995 shares; 2025Q3: 49,790 shares; 2025Q4: 60,544 shares; 2026Q1: 64,901 shares 64,901 $3.1M 0.02% +4,357 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 5,196 shares; 2025Q1: 5,741 shares; 2025Q2: 5,742 shares; 2025Q3: 5,777 shares; 2025Q4: 6,114 shares; 2026Q1: 6,669 shares 6,669 $3.09M 0.02% +555 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,776 shares; 2024Q4: 34,678 shares; 2025Q1: 34,285 shares; 2025Q2: 34,112 shares; 2025Q3: 35,966 shares; 2025Q4: 34,797 shares; 2026Q1: 33,736 shares 33,736 $3.09M 0.02% -1,061 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: 12,317 shares; 2024Q4: 12,964 shares; 2025Q1: 13,215 shares; 2025Q2: 13,629 shares; 2025Q3: 14,706 shares; 2025Q4: 14,359 shares; 2026Q1: 14,548 shares 14,548 $3.09M 0.02% +189 Timeline EMKT 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: not reported; 2025Q4: 118,521 shares; 2026Q1: 118,521 shares 118,521 $3.06M 0.02% 0 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,954 shares; 2026Q1: 51,331 shares 51,331 $3.03M 0.02% -2,623 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,379 shares; 2024Q4: 48,991 shares; 2025Q1: 48,348 shares; 2025Q2: 43,027 shares; 2025Q3: 41,466 shares; 2025Q4: 40,179 shares; 2026Q1: 38,043 shares 38,043 $3.03M 0.02% -2,136 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,080 shares; 2025Q4: 76,349 shares; 2026Q1: 64,774 shares 64,774 $3.02M 0.02% -11,575 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 19,534 shares; 2025Q1: 22,195 shares; 2025Q2: 20,131 shares; 2025Q3: 20,823 shares; 2025Q4: 21,777 shares; 2026Q1: 25,329 shares 25,329 $3M 0.02% +3,552 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: 12,315 shares; 2024Q4: 21,166 shares; 2025Q1: 20,294 shares; 2025Q2: 23,749 shares; 2025Q3: 28,478 shares; 2025Q4: 30,806 shares; 2026Q1: 40,275 shares 40,275 $3M 0.02% +9,469 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,790 shares 41,790 $2.99M 0.02% new 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: not reported; 2024Q4: 6,899 shares; 2025Q1: 14,069 shares; 2025Q2: 26,805 shares; 2025Q3: 34,912 shares; 2025Q4: 28,960 shares; 2026Q1: 31,493 shares 31,493 $2.98M 0.02% +2,533 Timeline AVSD 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: 58,749 shares; 2024Q4: 55,956 shares; 2025Q1: 55,609 shares; 2025Q2: 55,170 shares; 2025Q3: 40,634 shares; 2025Q4: 40,441 shares; 2026Q1: 40,326 shares 40,326 $2.97M 0.02% -115 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,334 shares 34,334 $2.96M 0.02% new 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: 32,267 shares; 2024Q4: 39,526 shares; 2025Q1: 41,589 shares; 2025Q2: 44,647 shares; 2025Q3: 52,829 shares; 2025Q4: 56,886 shares; 2026Q1: 55,948 shares 55,948 $2.92M 0.02% -938 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: 79,014 shares; 2024Q4: 73,940 shares; 2025Q1: 72,866 shares; 2025Q2: 71,400 shares; 2025Q3: 70,703 shares; 2025Q4: 69,127 shares; 2026Q1: 68,419 shares 68,419 $2.91M 0.02% -708 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: 40,373 shares; 2024Q4: 43,034 shares; 2025Q1: 41,118 shares; 2025Q2: 39,414 shares; 2025Q3: 36,196 shares; 2025Q4: 47,364 shares; 2026Q1: 38,785 shares 38,785 $2.89M 0.02% -8,579 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,609 shares; 2025Q1: 15,944 shares; 2025Q2: 17,413 shares; 2025Q3: 16,094 shares; 2025Q4: 19,952 shares; 2026Q1: 23,505 shares 23,505 $2.89M 0.02% +3,553 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,721 shares; 2025Q1: 21,968 shares; 2025Q2: 22,820 shares; 2025Q3: 19,553 shares; 2025Q4: 96,314 shares; 2026Q1: 111,446 shares 111,446 $2.88M 0.02% +15,132 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,259 shares; 2024Q4: 95,329 shares; 2025Q1: 95,329 shares; 2025Q2: 95,829 shares; 2025Q3: 97,680 shares; 2025Q4: 109,680 shares; 2026Q1: 118,250 shares 118,250 $2.88M 0.02% +8,570 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 21,584 shares; 2025Q1: 26,394 shares; 2025Q2: 25,872 shares; 2025Q3: 26,480 shares; 2025Q4: 27,663 shares; 2026Q1: 27,762 shares 27,762 $2.87M 0.02% +99 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,026 shares 67,026 $2.86M 0.02% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,980 shares; 2024Q4: 66,557 shares; 2025Q1: 68,174 shares; 2025Q2: 63,978 shares; 2025Q3: 61,331 shares; 2025Q4: 59,853 shares; 2026Q1: 60,630 shares 60,630 $2.85M 0.02% +777 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: 49,398 shares; 2024Q4: 43,503 shares; 2025Q1: 42,570 shares; 2025Q2: 41,669 shares; 2025Q3: 39,544 shares; 2025Q4: 42,574 shares; 2026Q1: 38,949 shares 38,949 $2.85M 0.02% -3,625 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 2,091 shares; 2025Q4: 2,593 shares; 2026Q1: 17,088 shares 17,088 $2.83M 0.02% +14,495 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,963 shares; 2025Q1: 26,667 shares; 2025Q2: 27,751 shares; 2025Q3: 15,539 shares; 2025Q4: 20,363 shares; 2026Q1: 21,399 shares 21,399 $2.83M 0.02% +1,036 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: 10,522 shares; 2024Q4: 10,891 shares; 2025Q1: 11,882 shares; 2025Q2: 11,891 shares; 2025Q3: 11,770 shares; 2025Q4: 13,990 shares; 2026Q1: 14,218 shares 14,218 $2.82M 0.02% +228 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,829 shares; 2026Q1: 169,394 shares 169,394 $2.81M 0.02% +15,565 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 38,031 shares; 2026Q1: 38,128 shares 38,128 $2.81M 0.02% +97 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to 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: 45,877 shares; 2026Q1: 46,209 shares 46,209 $2.79M 0.02% +332 Timeline SDVY 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: 62,784 shares; 2025Q2: 60,912 shares; 2025Q3: 66,772 shares; 2025Q4: 67,426 shares; 2026Q1: 70,735 shares 70,735 $2.79M 0.02% +3,309 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: not reported; 2024Q4: 1,684 shares; 2025Q1: 5,818 shares; 2025Q2: 5,867 shares; 2025Q3: 5,898 shares; 2025Q4: 16,785 shares; 2026Q1: 17,143 shares 17,143 $2.78M 0.02% +358 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: 1,528 shares; 2024Q4: 3,470 shares; 2025Q1: 5,443 shares; 2025Q2: 6,318 shares; 2025Q3: 6,926 shares; 2025Q4: 8,474 shares; 2026Q1: 17,640 shares 17,640 $2.77M 0.02% +9,166 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: 26,761 shares; 2024Q4: 27,056 shares; 2025Q1: 26,858 shares; 2025Q2: 25,581 shares; 2025Q3: 25,304 shares; 2025Q4: 27,237 shares; 2026Q1: 26,873 shares 26,873 $2.77M 0.02% -364 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares; 2025Q2: 7,695 shares; 2025Q3: 22,554 shares; 2025Q4: 34,527 shares; 2026Q1: 58,918 shares 58,918 $2.77M 0.02% +24,391 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,071 shares; 2024Q4: 27,845 shares; 2025Q1: 28,224 shares; 2025Q2: 33,923 shares; 2025Q3: 35,653 shares; 2025Q4: 40,981 shares; 2026Q1: 45,114 shares 45,114 $2.76M 0.02% +4,133 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: 7,971 shares; 2024Q4: 18,383 shares; 2025Q1: 20,170 shares; 2025Q2: 19,862 shares; 2025Q3: 22,355 shares; 2025Q4: 22,547 shares; 2026Q1: 23,232 shares 23,232 $2.76M 0.02% +685 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,855 shares; 2025Q1: 3,069 shares; 2025Q2: 3,130 shares; 2025Q3: 3,005 shares; 2025Q4: 12,998 shares; 2026Q1: 14,110 shares 14,110 $2.76M 0.02% +1,112 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,872 shares; 2025Q3: 1,883 shares; 2025Q4: 18,505 shares; 2026Q1: 18,595 shares 18,595 $2.74M 0.02% +90 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: 4,046 shares; 2024Q4: 29,165 shares; 2025Q1: 30,699 shares; 2025Q2: 29,146 shares; 2025Q3: 28,563 shares; 2025Q4: 28,992 shares; 2026Q1: 28,109 shares 28,109 $2.72M 0.02% -883 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares; 2025Q4: 11,433 shares; 2026Q1: 54,912 shares 54,912 $2.72M 0.02% +43,479 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,477 shares 152,477 $2.72M 0.02% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,409 shares; 2025Q1: 84,455 shares; 2025Q2: 85,157 shares; 2025Q3: 86,021 shares; 2025Q4: 79,005 shares; 2026Q1: 59,788 shares 59,788 $2.7M 0.02% -19,217 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: 5,351 shares; 2024Q4: 17,314 shares; 2025Q1: 24,209 shares; 2025Q2: 22,293 shares; 2025Q3: 23,394 shares; 2025Q4: 32,592 shares; 2026Q1: 33,583 shares 33,583 $2.69M 0.02% +991 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: 5,129 shares; 2024Q4: 7,942 shares; 2025Q1: 8,198 shares; 2025Q2: 7,679 shares; 2025Q3: 8,838 shares; 2025Q4: 8,242 shares; 2026Q1: 8,195 shares 8,195 $2.68M 0.02% -47 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 13,754 shares; 2025Q1: 16,261 shares; 2025Q2: 16,035 shares; 2025Q3: 15,458 shares; 2025Q4: 15,298 shares; 2026Q1: 14,754 shares 14,754 $2.68M 0.02% -544 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 1,974 shares; 2025Q2: 1,356 shares; 2025Q3: 1,308 shares; 2025Q4: 2,953 shares; 2026Q1: 2,970 shares 2,970 $2.66M 0.02% +17 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,128 shares; 2025Q4: 75,973 shares; 2026Q1: 50,987 shares 50,987 $2.65M 0.02% -24,986 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 10,243 shares; 2025Q1: 13,605 shares; 2025Q2: 13,778 shares; 2025Q3: 14,010 shares; 2025Q4: 15,647 shares; 2026Q1: 17,301 shares 17,301 $2.64M 0.02% +1,654 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,976 shares; 2024Q4: 34,754 shares; 2025Q1: 34,332 shares; 2025Q2: 33,947 shares; 2025Q3: 29,651 shares; 2025Q4: 28,384 shares; 2026Q1: 25,442 shares 25,442 $2.64M 0.02% -2,942 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,448 shares; 2025Q3: 123,820 shares; 2025Q4: 133,495 shares; 2026Q1: 149,713 shares 149,713 $2.61M 0.02% +16,218 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 42,020 shares 42,020 $2.61M 0.02% +41,689 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 4,538 shares; 2025Q1: 4,252 shares; 2025Q2: 4,016 shares; 2025Q3: 4,651 shares; 2025Q4: 12,383 shares; 2026Q1: 15,035 shares 15,035 $2.61M 0.02% +2,652 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 8,925 shares; 2025Q3: 8,925 shares; 2025Q4: 8,928 shares; 2026Q1: 8,925 shares 8,925 $2.57M 0.02% -3 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,989 shares; 2026Q1: 95,284 shares 95,284 $2.56M 0.02% +295 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM 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: 125,291 shares 125,291 $2.55M 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,395 shares; 2025Q2: 8,503 shares; 2025Q3: 8,483 shares; 2025Q4: 40,272 shares; 2026Q1: 43,317 shares 43,317 $2.53M 0.02% +3,045 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,335 shares 23,335 $2.52M 0.02% new Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,287 shares; 2026Q1: 78,584 shares 78,584 $2.52M 0.02% -703 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 26,705 shares; 2026Q1: 27,074 shares 27,074 $2.45M 0.02% +369 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: 17,120 shares; 2024Q4: 16,424 shares; 2025Q1: 16,179 shares; 2025Q2: 17,113 shares; 2025Q3: 16,581 shares; 2025Q4: 16,597 shares; 2026Q1: 16,588 shares 16,588 $2.45M 0.02% -9 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 16,084 shares; 2025Q1: 15,584 shares; 2025Q2: 19,099 shares; 2025Q3: 21,577 shares; 2025Q4: 35,117 shares; 2026Q1: 36,790 shares 36,790 $2.45M 0.02% +1,673 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,613 shares; 2025Q2: 79,794 shares; 2025Q3: 79,826 shares; 2025Q4: 63,149 shares; 2026Q1: 57,948 shares 57,948 $2.44M 0.02% -5,201 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: not reported; 2025Q2: 99,024 shares; 2025Q3: 90,886 shares; 2025Q4: 86,853 shares; 2026Q1: 82,981 shares 82,981 $2.44M 0.02% -3,872 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,299 shares; 2024Q4: 21,299 shares; 2025Q1: 20,507 shares; 2025Q2: 20,940 shares; 2025Q3: 20,940 shares; 2025Q4: 21,205 shares; 2026Q1: 20,996 shares 20,996 $2.4M 0.02% -209 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,880 shares; 2024Q4: 77,384 shares; 2025Q1: 74,791 shares; 2025Q2: 80,670 shares; 2025Q3: 54,555 shares; 2025Q4: 60,081 shares; 2026Q1: 50,023 shares 50,023 $2.4M 0.02% -10,058 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,077 shares; 2024Q4: 50,756 shares; 2025Q1: 50,277 shares; 2025Q2: 48,146 shares; 2025Q3: 49,091 shares; 2025Q4: 46,540 shares; 2026Q1: 46,732 shares 46,732 $2.39M 0.02% +192 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,510 shares; 2025Q1: 10,171 shares; 2025Q2: 11,155 shares; 2025Q3: 15,773 shares; 2025Q4: 19,408 shares; 2026Q1: 21,614 shares 21,614 $2.37M 0.02% +2,206 Timeline VV 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: 3,035 shares; 2024Q4: 2,666 shares; 2025Q1: 2,720 shares; 2025Q2: 7,674 shares; 2025Q3: 7,141 shares; 2025Q4: 7,965 shares; 2026Q1: 7,915 shares 7,915 $2.37M 0.02% -50 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,325 shares; 2025Q1: 10,661 shares; 2025Q2: 10,661 shares; 2025Q3: 14,161 shares; 2025Q4: 39,674 shares; 2026Q1: 50,944 shares 50,944 $2.36M 0.02% +11,270 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308,177 shares; 2025Q4: 306,539 shares; 2026Q1: 299,427 shares 299,427 $2.35M 0.02% -7,112 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,579 shares; 2024Q4: 46,797 shares; 2025Q1: 51,170 shares; 2025Q2: 53,301 shares; 2025Q3: 55,461 shares; 2025Q4: 57,406 shares; 2026Q1: 58,269 shares 58,269 $2.35M 0.02% +863 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,106 shares; 2024Q4: 49,042 shares; 2025Q1: 53,160 shares; 2025Q2: 50,017 shares; 2025Q3: 48,316 shares; 2025Q4: 48,063 shares; 2026Q1: 46,438 shares 46,438 $2.34M 0.02% -1,625 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 8,860 shares; 2025Q1: 9,916 shares; 2025Q2: 8,863 shares; 2025Q3: 8,011 shares; 2025Q4: 22,568 shares; 2026Q1: 29,492 shares 29,492 $2.31M 0.02% +6,924 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,409 shares; 2024Q4: 21,945 shares; 2025Q1: 21,382 shares; 2025Q2: 20,701 shares; 2025Q3: 20,786 shares; 2025Q4: 20,322 shares; 2026Q1: 21,808 shares 21,808 $2.31M 0.02% +1,486 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 31,619 shares; 2025Q3: 21,580 shares; 2025Q4: 21,532 shares; 2026Q1: 33,254 shares 33,254 $2.3M 0.02% +11,722 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: not reported; 2024Q4: not reported; 2025Q1: 6,841 shares; 2025Q2: 7,255 shares; 2025Q3: 12,634 shares; 2025Q4: 38,165 shares; 2026Q1: 45,871 shares 45,871 $2.29M 0.02% +7,706 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 11,328 shares; 2025Q1: 14,561 shares; 2025Q2: 14,918 shares; 2025Q3: 14,922 shares; 2025Q4: 14,158 shares; 2026Q1: 14,158 shares 14,158 $2.29M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,843 shares; 2026Q1: 40,492 shares 40,492 $2.28M 0.02% -351 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 15,743 shares; 2025Q1: 14,987 shares; 2025Q2: 11,138 shares; 2025Q3: 14,463 shares; 2025Q4: 19,027 shares; 2026Q1: 18,765 shares 18,765 $2.27M 0.02% -262 Timeline TLT 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: 80,351 shares; 2024Q4: 95,017 shares; 2025Q1: 77,972 shares; 2025Q2: 76,135 shares; 2025Q3: 28,418 shares; 2025Q4: 27,666 shares; 2026Q1: 26,164 shares 26,164 $2.27M 0.02% -1,502 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,835 shares; 2024Q4: 55,779 shares; 2025Q1: 52,718 shares; 2025Q2: 49,681 shares; 2025Q3: 44,395 shares; 2025Q4: 42,468 shares; 2026Q1: 39,087 shares 39,087 $2.25M 0.02% -3,381 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: 5,695 shares; 2024Q4: 11,509 shares; 2025Q1: 11,723 shares; 2025Q2: 11,835 shares; 2025Q3: 12,016 shares; 2025Q4: 13,432 shares; 2026Q1: 13,271 shares 13,271 $2.24M 0.02% -161 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,112 shares; 2025Q1: 5,885 shares; 2025Q2: 5,903 shares; 2025Q3: 5,750 shares; 2025Q4: 11,061 shares; 2026Q1: 14,408 shares 14,408 $2.24M 0.02% +3,347 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,799 shares; 2026Q1: 64,799 shares 64,799 $2.24M 0.02% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,093 shares; 2025Q1: 8,125 shares; 2025Q2: 8,108 shares; 2025Q3: 11,003 shares; 2025Q4: 103,571 shares; 2026Q1: 89,805 shares 89,805 $2.23M 0.02% -13,766 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,416 shares 54,416 $2.22M 0.02% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,696 shares; 2024Q4: 18,951 shares; 2025Q1: 18,954 shares; 2025Q2: 18,956 shares; 2025Q3: 18,931 shares; 2025Q4: 18,189 shares; 2026Q1: 18,189 shares 18,189 $2.2M 0.02% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,418 shares; 2024Q4: 45,573 shares; 2025Q1: 45,163 shares; 2025Q2: 44,354 shares; 2025Q3: 46,743 shares; 2025Q4: 50,160 shares; 2026Q1: 50,069 shares 50,069 $2.19M 0.02% -91 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 10,830 shares; 2025Q1: 11,752 shares; 2025Q2: 13,282 shares; 2025Q3: 12,910 shares; 2025Q4: 83,219 shares; 2026Q1: 88,648 shares 88,648 $2.17M 0.02% +5,429 Timeline SPTL 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: 50,010 shares; 2024Q4: 56,535 shares; 2025Q1: 66,708 shares; 2025Q2: 179,637 shares; 2025Q3: 196,632 shares; 2025Q4: 79,695 shares; 2026Q1: 82,088 shares 82,088 $2.16M 0.02% +2,393 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,508 shares; 2024Q4: 12,463 shares; 2025Q1: 12,813 shares; 2025Q2: 13,646 shares; 2025Q3: 16,782 shares; 2025Q4: 24,862 shares; 2026Q1: 33,169 shares 33,169 $2.16M 0.02% +8,307 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,096 shares; 2024Q4: 35,095 shares; 2025Q1: 34,096 shares; 2025Q2: 33,718 shares; 2025Q3: 34,065 shares; 2025Q4: 45,782 shares; 2026Q1: 47,921 shares 47,921 $2.15M 0.02% +2,139 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 16,852 shares; 2025Q2: 16,852 shares; 2025Q3: 16,852 shares; 2025Q4: 17,400 shares; 2026Q1: 17,678 shares 17,678 $2.14M 0.02% +278 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 2,812 shares; 2025Q2: 5,329 shares; 2025Q3: 6,939 shares; 2025Q4: 13,995 shares; 2026Q1: 11,464 shares 11,464 $2.09M 0.02% -2,531 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,722 shares; 2024Q4: 66,444 shares; 2025Q1: 66,182 shares; 2025Q2: 68,159 shares; 2025Q3: 76,789 shares; 2025Q4: 95,540 shares; 2026Q1: 113,136 shares 113,136 $2.08M 0.02% +17,596 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 8,284 shares; 2025Q2: 22,614 shares; 2025Q3: 14,022 shares; 2025Q4: 9,118 shares; 2026Q1: 8,295 shares 8,295 $2.08M 0.02% -823 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: not reported; 2024Q4: 735 shares; 2025Q1: 716 shares; 2025Q2: 700 shares; 2025Q3: 729 shares; 2025Q4: 949 shares; 2026Q1: 10,244 shares 10,244 $2.07M 0.02% +9,295 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: 18,988 shares; 2024Q4: 19,001 shares; 2025Q1: 19,004 shares; 2025Q2: 19,007 shares; 2025Q3: 19,190 shares; 2025Q4: 17,800 shares; 2026Q1: 17,803 shares 17,803 $2.07M 0.02% +3 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: 97,801 shares; 2024Q4: 95,315 shares; 2025Q1: 93,041 shares; 2025Q2: 82,512 shares; 2025Q3: 82,461 shares; 2025Q4: 82,061 shares; 2026Q1: 76,212 shares 76,212 $2.05M 0.02% -5,849 Timeline BDVG IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,670 shares; 2025Q2: 176,355 shares; 2025Q3: 185,935 shares; 2025Q4: 183,903 shares; 2026Q1: 156,681 shares 156,681 $2.05M 0.02% -27,222 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 17,904 shares; 2026Q1: 17,102 shares 17,102 $2.05M 0.02% -802 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,317 shares; 2025Q2: 102,660 shares; 2025Q3: 105,123 shares; 2025Q4: 109,081 shares; 2026Q1: 109,462 shares 109,462 $2.04M 0.02% +381 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,919 shares; 2024Q4: 31,449 shares; 2025Q1: 32,685 shares; 2025Q2: 33,240 shares; 2025Q3: 29,851 shares; 2025Q4: 37,363 shares; 2026Q1: 33,009 shares 33,009 $2.03M 0.02% -4,354 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 5,510 shares; 2025Q1: 6,229 shares; 2025Q2: 5,931 shares; 2025Q3: 6,586 shares; 2025Q4: 7,213 shares; 2026Q1: 6,913 shares 6,913 $2.02M 0.02% -300 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,971 shares; 2024Q4: 34,374 shares; 2025Q1: 32,677 shares; 2025Q2: 32,022 shares; 2025Q3: 31,177 shares; 2025Q4: 30,121 shares; 2026Q1: 29,694 shares 29,694 $2.02M 0.02% -427 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 680 shares; 2025Q2: 687 shares; 2025Q3: 862 shares; 2025Q4: 4,330 shares; 2026Q1: 10,625 shares 10,625 $2.02M 0.02% +6,295 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 2,975 shares; 2025Q2: 3,085 shares; 2025Q3: 2,263 shares; 2025Q4: 3,920 shares; 2026Q1: 17,859 shares 17,859 $1.99M 0.01% +13,939 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: 71,363 shares; 2024Q4: 66,163 shares; 2025Q1: 67,259 shares; 2025Q2: 64,899 shares; 2025Q3: 59,788 shares; 2025Q4: 80,582 shares; 2026Q1: 85,797 shares 85,797 $1.97M 0.01% +5,215 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,109 shares; 2025Q1: 7,629 shares; 2025Q2: 6,780 shares; 2025Q3: 9,980 shares; 2025Q4: 36,201 shares; 2026Q1: 46,230 shares 46,230 $1.97M 0.01% +10,029 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 718 shares; 2025Q2: 757 shares; 2025Q3: 925 shares; 2025Q4: 1,161 shares; 2026Q1: 1,333 shares 1,333 $1.96M 0.01% +172 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,779 shares; 2024Q4: 46,855 shares; 2025Q1: 47,205 shares; 2025Q2: 47,640 shares; 2025Q3: 52,565 shares; 2025Q4: 42,848 shares; 2026Q1: 55,225 shares 55,225 $1.96M 0.01% +12,377 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,558 shares; 2026Q1: 21,333 shares 21,333 $1.94M 0.01% -1,225 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,968 shares; 2025Q2: 4,045 shares; 2025Q3: 5,913 shares; 2025Q4: 6,644 shares; 2026Q1: 17,325 shares 17,325 $1.91M 0.01% +10,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,514 shares; 2025Q4: 14,221 shares; 2026Q1: 25,136 shares 25,136 $1.91M 0.01% +10,915 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,255 shares; 2025Q1: 3,659 shares; 2025Q2: 5,237 shares; 2025Q3: 5,305 shares; 2025Q4: 9,873 shares; 2026Q1: 13,207 shares 13,207 $1.91M 0.01% +3,334 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 3,885 shares; 2025Q1: 4,686 shares; 2025Q2: 5,019 shares; 2025Q3: 5,509 shares; 2025Q4: 5,367 shares; 2026Q1: 6,526 shares 6,526 $1.9M 0.01% +1,159 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 2,398 shares; 2025Q1: 2,177 shares; 2025Q2: 2,232 shares; 2025Q3: 2,464 shares; 2025Q4: 5,017 shares; 2026Q1: 5,277 shares 5,277 $1.89M 0.01% +260 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 29,593 shares; 2025Q1: 29,193 shares; 2025Q2: 44,674 shares; 2025Q3: 44,366 shares; 2025Q4: 45,766 shares; 2026Q1: 40,688 shares 40,688 $1.89M 0.01% -5,078 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,818 shares; 2025Q1: 2,566 shares; 2025Q2: 20,017 shares; 2025Q3: 23,784 shares; 2025Q4: 21,999 shares; 2026Q1: 19,894 shares 19,894 $1.89M 0.01% -2,105 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares; 2025Q4: 2,078 shares; 2026Q1: 3,931 shares 3,931 $1.89M 0.01% +1,853 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,763 shares; 2024Q4: 14,861 shares; 2025Q1: 13,714 shares; 2025Q2: 13,848 shares; 2025Q3: 13,449 shares; 2025Q4: 13,140 shares; 2026Q1: 12,778 shares 12,778 $1.86M 0.01% -362 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: 36,489 shares; 2024Q4: 86,639 shares; 2025Q1: 86,057 shares; 2025Q2: 76,670 shares; 2025Q3: 72,330 shares; 2025Q4: 160,902 shares; 2026Q1: 161,318 shares 161,318 $1.86M 0.01% +416 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 17,686 shares; 2025Q1: 25,924 shares; 2025Q2: 25,974 shares; 2025Q3: 25,872 shares; 2025Q4: 45,879 shares; 2026Q1: 45,683 shares 45,683 $1.85M 0.01% -196 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,178 shares; 2025Q3: 32,556 shares; 2025Q4: 41,832 shares; 2026Q1: 28,786 shares 28,786 $1.85M 0.01% -13,046 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,720 shares; 2026Q1: 42,770 shares 42,770 $1.84M 0.01% -1,950 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 9,953 shares; 2025Q1: 9,455 shares; 2025Q2: 10,050 shares; 2025Q3: 10,088 shares; 2025Q4: 11,601 shares; 2026Q1: 13,906 shares 13,906 $1.82M 0.01% +2,305 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,548 shares; 2025Q1: 17,262 shares; 2025Q2: 20,315 shares; 2025Q3: 22,605 shares; 2025Q4: 22,638 shares; 2026Q1: 87,780 shares 87,780 $1.81M 0.01% +65,142 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: 19,962 shares; 2025Q4: 18,765 shares; 2026Q1: 19,485 shares 19,485 $1.8M 0.01% +720 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,971 shares; 2024Q4: 37,883 shares; 2025Q1: 39,478 shares; 2025Q2: 33,454 shares; 2025Q3: 33,771 shares; 2025Q4: 32,813 shares; 2026Q1: 33,832 shares 33,832 $1.78M 0.01% +1,019 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: 548 shares; 2024Q4: 660 shares; 2025Q1: 730 shares; 2025Q2: 687 shares; 2025Q3: 681 shares; 2025Q4: 3,024 shares; 2026Q1: 3,168 shares 3,168 $1.78M 0.01% +144 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,056 shares; 2025Q2: 60,093 shares; 2025Q3: 60,125 shares; 2025Q4: 60,154 shares; 2026Q1: 60,193 shares 60,193 $1.76M 0.01% +39 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: 3,746 shares; 2024Q4: 9,314 shares; 2025Q1: 11,500 shares; 2025Q2: 10,843 shares; 2025Q3: 14,523 shares; 2025Q4: 15,204 shares; 2026Q1: 15,454 shares 15,454 $1.75M 0.01% +250 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 7,394 shares; 2025Q4: 16,490 shares; 2026Q1: 23,827 shares 23,827 $1.74M 0.01% +7,337 Timeline REET 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: 70,833 shares; 2025Q1: 69,517 shares; 2025Q2: 69,517 shares; 2025Q3: 67,744 shares; 2025Q4: 69,123 shares; 2026Q1: 69,123 shares 69,123 $1.74M 0.01% 0 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: 26,663 shares; 2024Q4: 28,932 shares; 2025Q1: 38,674 shares; 2025Q2: 92,837 shares; 2025Q3: 87,973 shares; 2025Q4: 35,421 shares; 2026Q1: 34,993 shares 34,993 $1.74M 0.01% -428 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,814 shares; 2025Q3: 59,246 shares; 2025Q4: 62,213 shares; 2026Q1: 55,220 shares 55,220 $1.74M 0.01% -6,993 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,538 shares; 2025Q2: 50,388 shares; 2025Q3: 48,286 shares; 2025Q4: 42,536 shares; 2026Q1: 34,834 shares 34,834 $1.72M 0.01% -7,702 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: 6,056 shares; 2024Q4: 6,329 shares; 2025Q1: 6,312 shares; 2025Q2: 15,553 shares; 2025Q3: 17,119 shares; 2025Q4: 18,128 shares; 2026Q1: 18,598 shares 18,598 $1.72M 0.01% +470 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 13,929 shares; 2025Q1: 90,961 shares; 2025Q2: 12,145 shares; 2025Q3: 13,010 shares; 2025Q4: 9,367 shares; 2026Q1: 46,510 shares 46,510 $1.71M 0.01% +37,143 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 60,057 shares; 2025Q1: 69,615 shares; 2025Q2: 62,839 shares; 2025Q3: 51,116 shares; 2025Q4: 51,922 shares; 2026Q1: 60,896 shares 60,896 $1.7M 0.01% +8,974 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: not reported; 2024Q4: not reported; 2025Q1: 18,274 shares; 2025Q2: 18,274 shares; 2025Q3: not reported; 2025Q4: 4,972 shares; 2026Q1: 36,267 shares 36,267 $1.68M 0.01% +31,295 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,769 shares; 2024Q4: 85,446 shares; 2025Q1: 68,746 shares; 2025Q2: 63,983 shares; 2025Q3: 60,962 shares; 2025Q4: 58,749 shares; 2026Q1: 57,889 shares 57,889 $1.66M 0.01% -860 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 8,781 shares; 2025Q1: 9,406 shares; 2025Q2: 9,300 shares; 2025Q3: 9,321 shares; 2025Q4: 11,972 shares; 2026Q1: 13,929 shares 13,929 $1.65M 0.01% +1,957 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: 9,698 shares; 2024Q4: 10,090 shares; 2025Q1: 10,169 shares; 2025Q2: 9,387 shares; 2025Q3: 7,871 shares; 2025Q4: 9,867 shares; 2026Q1: 9,548 shares 9,548 $1.65M 0.01% -319 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: 49,558 shares; 2024Q4: 48,056 shares; 2025Q1: 52,365 shares; 2025Q2: 47,214 shares; 2025Q3: 51,903 shares; 2025Q4: 60,487 shares; 2026Q1: 62,375 shares 62,375 $1.63M 0.01% +1,888 Timeline PCG PG&E CORP More: the full row for PG&E 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: 36,650 shares; 2025Q4: 73,042 shares; 2026Q1: 92,002 shares 92,002 $1.62M 0.01% +18,960 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 11,811 shares; 2025Q1: 13,837 shares; 2025Q2: 13,884 shares; 2025Q3: 13,736 shares; 2025Q4: 30,487 shares; 2026Q1: 27,451 shares 27,451 $1.61M 0.01% -3,036 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,791 shares; 2025Q1: 67,201 shares; 2025Q2: 67,600 shares; 2025Q3: 67,631 shares; 2025Q4: 67,360 shares; 2026Q1: 73,199 shares 73,199 $1.6M 0.01% +5,839 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,964 shares; 2024Q4: 76,663 shares; 2025Q1: 75,413 shares; 2025Q2: 72,060 shares; 2025Q3: 71,396 shares; 2025Q4: 68,937 shares; 2026Q1: 66,352 shares 66,352 $1.59M 0.01% -2,585 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,095 shares; 2026Q1: 46,608 shares 46,608 $1.59M 0.01% +6,513 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,251 shares; 2025Q1: 9,671 shares; 2025Q2: 9,914 shares; 2025Q3: 10,697 shares; 2025Q4: 11,175 shares; 2026Q1: 12,327 shares 12,327 $1.58M 0.01% +1,152 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,185 shares; 2025Q1: 5,612 shares; 2025Q2: 8,997 shares; 2025Q3: 14,547 shares; 2025Q4: 16,229 shares; 2026Q1: 26,777 shares 26,777 $1.58M 0.01% +10,548 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: 244 shares; 2024Q4: 1,121 shares; 2025Q1: 1,144 shares; 2025Q2: 1,153 shares; 2025Q3: 1,168 shares; 2025Q4: 1,452 shares; 2026Q1: 1,445 shares 1,445 $1.58M 0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares; 2026Q1: 2,169 shares 2,169 $1.58M 0.01% +402 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,581 shares; 2025Q2: 2,704 shares; 2025Q3: 3,069 shares; 2025Q4: 3,685 shares; 2026Q1: 4,030 shares 4,030 $1.58M 0.01% +345 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,552 shares; 2024Q4: 170,342 shares; 2025Q1: 196,486 shares; 2025Q2: 187,608 shares; 2025Q3: 191,517 shares; 2025Q4: 172,888 shares; 2026Q1: 140,529 shares 140,529 $1.58M 0.01% -32,359 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,356 shares; 2025Q4: 3,162 shares; 2026Q1: 2,464 shares 2,464 $1.57M 0.01% -698 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: 1,917 shares; 2024Q4: 2,662 shares; 2025Q1: 3,230 shares; 2025Q2: 3,266 shares; 2025Q3: 7,887 shares; 2025Q4: 9,221 shares; 2026Q1: 12,339 shares 12,339 $1.56M 0.01% +3,118 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 11,882 shares; 2025Q1: 11,898 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 13,041 shares; 2026Q1: 13,493 shares 13,493 $1.55M 0.01% +452 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 8,868 shares; 2025Q1: 8,900 shares; 2025Q2: 9,280 shares; 2025Q3: 9,654 shares; 2025Q4: 27,966 shares; 2026Q1: 28,852 shares 28,852 $1.54M 0.01% +886 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,892 shares; 2025Q2: 40,675 shares; 2025Q3: 37,841 shares; 2025Q4: 32,341 shares; 2026Q1: 27,836 shares 27,836 $1.54M 0.01% -4,505 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: 1,229 shares; 2024Q4: 2,754 shares; 2025Q1: 2,191 shares; 2025Q2: 2,373 shares; 2025Q3: 2,387 shares; 2025Q4: 4,358 shares; 2026Q1: 4,746 shares 4,746 $1.52M 0.01% +388 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,898 shares; 2024Q4: 35,019 shares; 2025Q1: 35,032 shares; 2025Q2: 35,242 shares; 2025Q3: 35,595 shares; 2025Q4: 36,011 shares; 2026Q1: 36,090 shares 36,090 $1.52M 0.01% +79 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 4,403 shares; 2026Q1: 5,615 shares 5,615 $1.52M 0.01% +1,212 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: 71,489 shares; 2024Q4: 71,459 shares; 2025Q1: 73,023 shares; 2025Q2: 72,046 shares; 2025Q3: 78,206 shares; 2025Q4: 75,134 shares; 2026Q1: 73,953 shares 73,953 $1.51M 0.01% -1,181 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: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,954 shares; 2025Q2: 1,952 shares; 2025Q3: 1,985 shares; 2025Q4: 4,963 shares; 2026Q1: 5,470 shares 5,470 $1.51M 0.01% +507 Timeline DLS 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: 23,340 shares; 2024Q4: 22,567 shares; 2025Q1: 21,753 shares; 2025Q2: 21,668 shares; 2025Q3: 20,556 shares; 2025Q4: 18,575 shares; 2026Q1: 18,455 shares 18,455 $1.5M 0.01% -120 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: 312 shares; 2024Q4: 392 shares; 2025Q1: 391 shares; 2025Q2: 404 shares; 2025Q3: 473 shares; 2025Q4: 430 shares; 2026Q1: 444 shares 444 $1.5M 0.01% +14 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 16,822 shares; 2025Q1: 17,155 shares; 2025Q2: 14,308 shares; 2025Q3: 14,456 shares; 2025Q4: 14,813 shares; 2026Q1: 31,188 shares 31,188 $1.5M 0.01% +16,375 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,480 shares; 2025Q1: 1,733 shares; 2025Q2: 1,897 shares; 2025Q3: 2,119 shares; 2025Q4: 2,764 shares; 2026Q1: 3,346 shares 3,346 $1.49M 0.01% +582 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: not reported; 2024Q4: not reported; 2025Q1: 811 shares; 2025Q2: 906 shares; 2025Q3: 917 shares; 2025Q4: 1,581 shares; 2026Q1: 2,037 shares 2,037 $1.48M 0.01% +456 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 7,794 shares; 2025Q1: 8,531 shares; 2025Q2: 9,533 shares; 2025Q3: 9,680 shares; 2025Q4: 11,037 shares; 2026Q1: 9,040 shares 9,040 $1.48M 0.01% -1,997 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,635 shares; 2025Q1: 3,214 shares; 2025Q2: 3,334 shares; 2025Q3: 3,310 shares; 2025Q4: 6,549 shares; 2026Q1: 7,108 shares 7,108 $1.48M 0.01% +559 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 9,103 shares; 2025Q1: 9,219 shares; 2025Q2: 9,233 shares; 2025Q3: 9,501 shares; 2025Q4: 12,132 shares; 2026Q1: 13,139 shares 13,139 $1.48M 0.01% +1,007 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,832 shares 31,832 $1.47M 0.01% new 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: not reported; 2024Q4: 3,034 shares; 2025Q1: 3,379 shares; 2025Q2: 4,346 shares; 2025Q3: 6,114 shares; 2025Q4: 10,385 shares; 2026Q1: 12,421 shares 12,421 $1.47M 0.01% +2,036 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,480 shares; 2026Q1: 13,247 shares 13,247 $1.47M 0.01% +4,767 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,715 shares; 2024Q4: 34,710 shares; 2025Q1: 34,570 shares; 2025Q2: 34,806 shares; 2025Q3: 34,873 shares; 2025Q4: 35,101 shares; 2026Q1: 35,101 shares 35,101 $1.47M 0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,933 shares; 2024Q4: 380,351 shares; 2025Q1: 379,526 shares; 2025Q2: 362,277 shares; 2025Q3: 389,099 shares; 2025Q4: 67,994 shares; 2026Q1: 68,053 shares 68,053 $1.46M 0.01% +59 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,088 shares; 2024Q4: 26,773 shares; 2025Q1: 26,550 shares; 2025Q2: 26,566 shares; 2025Q3: 28,933 shares; 2025Q4: 27,098 shares; 2026Q1: 27,270 shares 27,270 $1.45M 0.01% +172 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: not reported; 2024Q4: 19,652 shares; 2025Q1: 19,358 shares; 2025Q2: 19,452 shares; 2025Q3: 19,380 shares; 2025Q4: 27,575 shares; 2026Q1: 31,196 shares 31,196 $1.45M 0.01% +3,621 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,014 shares; 2025Q1: 2,129 shares; 2025Q2: 2,594 shares; 2025Q3: 2,794 shares; 2025Q4: 2,773 shares; 2026Q1: 3,321 shares 3,321 $1.44M 0.01% +548 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: 9,734 shares; 2024Q4: 9,621 shares; 2025Q1: 9,719 shares; 2025Q2: 9,180 shares; 2025Q3: 8,815 shares; 2025Q4: 8,709 shares; 2026Q1: 8,551 shares 8,551 $1.42M 0.01% -158 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,299 shares; 2024Q4: 42,861 shares; 2025Q1: 41,743 shares; 2025Q2: 42,760 shares; 2025Q3: 39,707 shares; 2025Q4: 38,727 shares; 2026Q1: 39,200 shares 39,200 $1.42M 0.01% +473 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: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,270 shares; 2025Q2: 6,273 shares; 2025Q3: 4,931 shares; 2025Q4: 10,630 shares; 2026Q1: 12,957 shares 12,957 $1.41M 0.01% +2,327 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,006 shares; 2025Q1: 17,956 shares; 2025Q2: 18,356 shares; 2025Q3: 18,405 shares; 2025Q4: 18,406 shares; 2026Q1: 18,736 shares 18,736 $1.41M 0.01% +330 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,417 shares; 2024Q4: 35,881 shares; 2025Q1: 33,566 shares; 2025Q2: 32,883 shares; 2025Q3: 31,852 shares; 2025Q4: 30,284 shares; 2026Q1: 29,914 shares 29,914 $1.41M 0.01% -370 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 23,907 shares; 2025Q1: 25,345 shares; 2025Q2: 25,149 shares; 2025Q3: 23,955 shares; 2025Q4: 30,302 shares; 2026Q1: 31,044 shares 31,044 $1.41M 0.01% +742 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,824 shares; 2024Q4: 85,325 shares; 2025Q1: 101,769 shares; 2025Q2: 84,787 shares; 2025Q3: 17,805 shares; 2025Q4: 17,438 shares; 2026Q1: 17,807 shares 17,807 $1.4M 0.01% +369 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,686 shares; 2024Q4: 42,681 shares; 2025Q1: 136,890 shares; 2025Q2: 100,566 shares; 2025Q3: 112,271 shares; 2025Q4: 62,594 shares; 2026Q1: 64,557 shares 64,557 $1.4M 0.01% +1,963 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,902 shares; 2025Q2: 12,267 shares; 2025Q3: 15,124 shares; 2025Q4: 21,425 shares; 2026Q1: 27,703 shares 27,703 $1.39M 0.01% +6,278 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: not reported; 2024Q4: 995 shares; 2025Q1: 1,008 shares; 2025Q2: 1,009 shares; 2025Q3: 788 shares; 2025Q4: 2,535 shares; 2026Q1: 3,191 shares 3,191 $1.39M 0.01% +656 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: 7,592 shares; 2024Q4: 9,524 shares; 2025Q1: 141,594 shares; 2025Q2: 16,860 shares; 2025Q3: 16,690 shares; 2025Q4: 19,541 shares; 2026Q1: 19,457 shares 19,457 $1.39M 0.01% -84 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: not reported; 2024Q4: 3,258 shares; 2025Q1: 3,465 shares; 2025Q2: 3,475 shares; 2025Q3: 3,601 shares; 2025Q4: 9,444 shares; 2026Q1: 14,241 shares 14,241 $1.38M 0.01% +4,797 Timeline RING 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: 11,324 shares; 2025Q3: 11,080 shares; 2025Q4: 13,924 shares; 2026Q1: 17,343 shares 17,343 $1.37M 0.01% +3,419 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,006 shares; 2024Q4: 80,124 shares; 2025Q1: 94,295 shares; 2025Q2: 98,384 shares; 2025Q3: 111,351 shares; 2025Q4: 99,406 shares; 2026Q1: 106,620 shares 106,620 $1.36M 0.01% +7,214 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: 25,911 shares; 2024Q4: 25,695 shares; 2025Q1: 24,406 shares; 2025Q2: 21,467 shares; 2025Q3: 19,992 shares; 2025Q4: 20,017 shares; 2026Q1: 34,171 shares 34,171 $1.36M 0.01% +14,154 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,407 shares; 2025Q1: 21,916 shares; 2025Q2: 32,082 shares; 2025Q3: 31,928 shares; 2025Q4: 32,589 shares; 2026Q1: 31,429 shares 31,429 $1.35M 0.01% -1,160 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,123 shares; 2025Q3: 9,623 shares; 2025Q4: 13,845 shares; 2026Q1: 14,558 shares 14,558 $1.35M 0.01% +713 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,791 shares; 2025Q1: 124,600 shares; 2025Q2: 28,401 shares; 2025Q3: 24,895 shares; 2025Q4: 26,320 shares; 2026Q1: 34,347 shares 34,347 $1.34M 0.01% +8,027 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,018 shares; 2025Q3: 10,980 shares; 2025Q4: 16,784 shares; 2026Q1: 17,670 shares 17,670 $1.34M 0.01% +886 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: 12,718 shares; 2024Q4: 12,709 shares; 2025Q1: 13,132 shares; 2025Q2: 13,250 shares; 2025Q3: 13,335 shares; 2025Q4: 13,581 shares; 2026Q1: 13,065 shares 13,065 $1.34M 0.01% -516 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: 5,740 shares; 2025Q1: 5,665 shares; 2025Q2: 7,280 shares; 2025Q3: 9,581 shares; 2025Q4: 9,543 shares; 2026Q1: 13,143 shares 13,143 $1.33M 0.01% +3,600 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 22,715 shares; 2025Q1: 26,479 shares; 2025Q2: 26,559 shares; 2025Q3: 24,473 shares; 2025Q4: 35,197 shares; 2026Q1: 35,466 shares 35,466 $1.33M 0.01% +269 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 6,446 shares; 2025Q1: 8,675 shares; 2025Q2: 8,290 shares; 2025Q3: 7,208 shares; 2025Q4: 7,177 shares; 2026Q1: 9,062 shares 9,062 $1.31M 0.01% +1,885 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,430 shares; 2025Q2: 19,453 shares; 2025Q3: 25,953 shares; 2025Q4: 25,954 shares; 2026Q1: 25,966 shares 25,966 $1.31M 0.01% +12 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,098 shares; 2025Q1: 3,803 shares; 2025Q2: 3,863 shares; 2025Q3: 3,982 shares; 2025Q4: 5,187 shares; 2026Q1: 6,177 shares 6,177 $1.31M 0.01% +990 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY 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: 125,000 shares 125,000 $1.3M 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 4,726 shares; 2025Q2: 4,827 shares; 2025Q3: 4,258 shares; 2025Q4: 14,980 shares; 2026Q1: 16,095 shares 16,095 $1.3M 0.01% +1,115 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to 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: 88,248 shares; 2026Q1: 88,267 shares 88,267 $1.3M 0.01% +19 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: not reported; 2024Q4: 13,177 shares; 2025Q1: 14,937 shares; 2025Q2: 14,974 shares; 2025Q3: 14,954 shares; 2025Q4: 14,101 shares; 2026Q1: 14,077 shares 14,077 $1.3M 0.01% -24 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,258 shares 117,258 $1.3M 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 12,067 shares; 2025Q1: 11,890 shares; 2025Q2: 12,222 shares; 2025Q3: 12,036 shares; 2025Q4: 15,033 shares; 2026Q1: 14,297 shares 14,297 $1.3M 0.01% -736 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,831 shares; 2025Q1: 5,155 shares; 2025Q2: 5,213 shares; 2025Q3: 5,937 shares; 2025Q4: 10,638 shares; 2026Q1: 11,190 shares 11,190 $1.3M 0.01% +552 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,782 shares; 2025Q1: 46,782 shares; 2025Q2: 43,768 shares; 2025Q3: 44,021 shares; 2025Q4: 46,053 shares; 2026Q1: 46,429 shares 46,429 $1.29M 0.01% +376 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,430 shares; 2024Q4: 64,438 shares; 2025Q1: 64,430 shares; 2025Q2: 64,621 shares; 2025Q3: 65,166 shares; 2025Q4: 66,193 shares; 2026Q1: 66,537 shares 66,537 $1.29M 0.01% +344 Timeline PALC 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: 10,309 shares; 2024Q4: 10,910 shares; 2025Q1: 14,539 shares; 2025Q2: 18,391 shares; 2025Q3: 19,608 shares; 2025Q4: 21,264 shares; 2026Q1: 24,857 shares 24,857 $1.29M 0.01% +3,593 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: not reported; 2024Q4: 25,372 shares; 2025Q1: 22,462 shares; 2025Q2: 22,324 shares; 2025Q3: 20,557 shares; 2025Q4: 54,401 shares; 2026Q1: 49,315 shares 49,315 $1.28M 0.01% -5,086 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: 15,934 shares; 2024Q4: 15,995 shares; 2025Q1: 16,051 shares; 2025Q2: 16,117 shares; 2025Q3: 16,180 shares; 2025Q4: 23,337 shares; 2026Q1: 26,450 shares 26,450 $1.28M 0.01% +3,113 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,581 shares; 2025Q4: 13,769 shares; 2026Q1: 18,488 shares 18,488 $1.28M 0.01% +4,719 Timeline XRSFX RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,206 shares; 2024Q4: 124,637 shares; 2025Q1: 115,032 shares; 2025Q2: 103,085 shares; 2025Q3: 99,414 shares; 2025Q4: 92,523 shares; 2026Q1: 87,764 shares 87,764 $1.28M 0.01% -4,759 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: 22,415 shares; 2024Q4: 30,105 shares; 2025Q1: 29,429 shares; 2025Q2: 28,686 shares; 2025Q3: 29,434 shares; 2025Q4: 30,782 shares; 2026Q1: 28,216 shares 28,216 $1.28M 0.01% -2,566 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,160 shares; 2024Q4: 27,002 shares; 2025Q1: 27,514 shares; 2025Q2: 27,912 shares; 2025Q3: 28,518 shares; 2025Q4: 31,510 shares; 2026Q1: 33,236 shares 33,236 $1.27M 0.01% +1,726 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: 1,593 shares; 2024Q4: 8,252 shares; 2025Q1: 8,623 shares; 2025Q2: 8,834 shares; 2025Q3: 8,756 shares; 2025Q4: 8,933 shares; 2026Q1: 8,177 shares 8,177 $1.27M 0.01% -756 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: not reported; 2024Q4: 21,723 shares; 2025Q1: 23,054 shares; 2025Q2: 17,656 shares; 2025Q3: 13,023 shares; 2025Q4: 39,894 shares; 2026Q1: 39,361 shares 39,361 $1.26M 0.01% -533 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,107 shares; 2026Q1: 9,837 shares 9,837 $1.25M 0.01% +1,730 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 812 shares; 2025Q1: 836 shares; 2025Q2: 841 shares; 2025Q3: 1,080 shares; 2025Q4: 1,124 shares; 2026Q1: 1,147 shares 1,147 $1.25M 0.01% +23 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: 2,663 shares; 2024Q4: 4,724 shares; 2025Q1: 4,697 shares; 2025Q2: 4,670 shares; 2025Q3: 4,516 shares; 2025Q4: 6,974 shares; 2026Q1: 7,412 shares 7,412 $1.25M 0.01% +438 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,943 shares; 2024Q4: 48,369 shares; 2025Q1: 41,984 shares; 2025Q2: 40,906 shares; 2025Q3: 42,579 shares; 2025Q4: 37,916 shares; 2026Q1: 38,218 shares 38,218 $1.24M 0.01% +302 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: not reported; 2024Q4: 11,546 shares; 2025Q1: 11,876 shares; 2025Q2: 11,756 shares; 2025Q3: 12,160 shares; 2025Q4: 10,889 shares; 2026Q1: 12,608 shares 12,608 $1.24M 0.01% +1,719 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: 10,902 shares; 2024Q4: 14,762 shares; 2025Q1: 20,660 shares; 2025Q2: 23,412 shares; 2025Q3: 31,176 shares; 2025Q4: 44,788 shares; 2026Q1: 52,531 shares 52,531 $1.24M 0.01% +7,743 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 3,404 shares; 2026Q1: 4,166 shares 4,166 $1.24M 0.01% +762 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,824 shares; 2025Q2: 2,034 shares; 2025Q3: 1,956 shares; 2025Q4: 5,166 shares; 2026Q1: 5,690 shares 5,690 $1.23M 0.01% +524 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: 9,189 shares; 2024Q4: 10,146 shares; 2025Q1: 15,228 shares; 2025Q2: 17,204 shares; 2025Q3: 18,533 shares; 2025Q4: 22,249 shares; 2026Q1: 24,172 shares 24,172 $1.23M 0.01% +1,923 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: not reported; 2024Q4: 9,378 shares; 2025Q1: 9,195 shares; 2025Q2: 16,078 shares; 2025Q3: 15,558 shares; 2025Q4: 14,877 shares; 2026Q1: 23,287 shares 23,287 $1.23M 0.01% +8,410 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: not reported; 2024Q4: 6,525 shares; 2025Q1: 8,185 shares; 2025Q2: 8,636 shares; 2025Q3: 10,865 shares; 2025Q4: 11,135 shares; 2026Q1: 11,282 shares 11,282 $1.21M 0.01% +147 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: 2,625 shares; 2024Q4: 3,950 shares; 2025Q1: 4,197 shares; 2025Q2: 4,179 shares; 2025Q3: 4,173 shares; 2025Q4: 4,343 shares; 2026Q1: 5,529 shares 5,529 $1.21M 0.01% +1,186 Timeline GLOO GLOO HOLDINGS INC More: the full row for GLOO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000 $1.2M 0.01% new Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,200 shares 50,200 $1.2M 0.01% new 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: 11,602 shares; 2024Q4: 9,097 shares; 2025Q1: 8,575 shares; 2025Q2: 10,670 shares; 2025Q3: 10,376 shares; 2025Q4: 10,556 shares; 2026Q1: 9,933 shares 9,933 $1.19M 0.01% -623 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,790 shares; 2025Q1: 1,831 shares; 2025Q2: 2,236 shares; 2025Q3: 3,421 shares; 2025Q4: 4,450 shares; 2026Q1: 6,043 shares 6,043 $1.18M 0.01% +1,593 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,686 shares; 2025Q1: 3,473 shares; 2025Q2: 3,294 shares; 2025Q3: 3,431 shares; 2025Q4: 3,565 shares; 2026Q1: 3,601 shares 3,601 $1.18M 0.01% +36 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: 821 shares; 2024Q4: not reported; 2025Q1: 4,053 shares; 2025Q2: 4,105 shares; 2025Q3: 4,121 shares; 2025Q4: 4,148 shares; 2026Q1: 4,313 shares 4,313 $1.18M 0.01% +165 Timeline BIL 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: 6,576 shares; 2024Q4: 7,652 shares; 2025Q1: 7,878 shares; 2025Q2: 9,859 shares; 2025Q3: 9,865 shares; 2025Q4: 10,630 shares; 2026Q1: 12,847 shares 12,847 $1.18M 0.01% +2,217 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,939 shares; 2026Q1: 101,646 shares 101,646 $1.17M 0.01% -25,293 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 9,410 shares; 2025Q1: 17,945 shares; 2025Q2: 16,754 shares; 2025Q3: 16,600 shares; 2025Q4: 20,296 shares; 2026Q1: 23,891 shares 23,891 $1.17M 0.01% +3,595 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,424 shares; 2026Q1: 32,226 shares 32,226 $1.16M 0.01% +22,802 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270 shares; 2025Q1: 1,320 shares; 2025Q2: 1,797 shares; 2025Q3: 2,492 shares; 2025Q4: 2,790 shares; 2026Q1: 3,823 shares 3,823 $1.16M 0.01% +1,033 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,412 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,261 shares 22,261 $1.16M 0.01% new Timeline PWV 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: 18,502 shares; 2024Q4: 18,522 shares; 2025Q1: 18,548 shares; 2025Q2: 18,576 shares; 2025Q3: 18,593 shares; 2025Q4: 16,492 shares; 2026Q1: 16,512 shares 16,512 $1.15M 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 720 shares; 2025Q4: 987 shares; 2026Q1: 1,551 shares 1,551 $1.15M 0.01% +564 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 8,035 shares; 2025Q3: 11,951 shares; 2025Q4: 12,687 shares; 2026Q1: 17,177 shares 17,177 $1.13M 0.01% +4,490 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,468 shares; 2025Q3: 3,308 shares; 2025Q4: 4,294 shares; 2026Q1: 6,264 shares 6,264 $1.13M 0.01% +1,970 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100 $1.13M 0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,804 shares; 2025Q1: 2,980 shares; 2025Q2: 3,585 shares; 2025Q3: 4,466 shares; 2025Q4: 5,028 shares; 2026Q1: 4,833 shares 4,833 $1.13M 0.01% -195 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,746 shares; 2025Q1: 2,752 shares; 2025Q2: 2,710 shares; 2025Q3: 2,578 shares; 2025Q4: 3,072 shares; 2026Q1: 3,126 shares 3,126 $1.12M 0.01% +54 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: 8,986 shares; 2024Q4: 8,050 shares; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: 8,688 shares; 2026Q1: 8,854 shares 8,854 $1.11M 0.01% +166 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 115,274 shares; 2025Q1: 113,091 shares; 2025Q2: 110,799 shares; 2025Q3: 109,280 shares; 2025Q4: 108,210 shares; 2026Q1: 129,016 shares 129,016 $1.11M 0.01% +20,806 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,346 shares; 2025Q1: 6,273 shares; 2025Q2: 5,669 shares; 2025Q3: 5,293 shares; 2025Q4: 15,871 shares; 2026Q1: 18,535 shares 18,535 $1.1M 0.01% +2,664 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,232 shares; 2026Q1: 43,593 shares 43,593 $1.1M 0.01% -639 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: 5,426 shares; 2024Q4: 17,378 shares; 2025Q1: 17,974 shares; 2025Q2: 19,029 shares; 2025Q3: 19,119 shares; 2025Q4: 19,434 shares; 2026Q1: 19,881 shares 19,881 $1.1M 0.01% +447 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: 146,447 shares; 2024Q4: 146,989 shares; 2025Q1: 148,224 shares; 2025Q2: 134,965 shares; 2025Q3: 121,170 shares; 2025Q4: 106,378 shares; 2026Q1: 100,804 shares 100,804 $1.1M 0.01% -5,574 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,235 shares; 2025Q3: 27,933 shares; 2025Q4: 31,507 shares; 2026Q1: 64,851 shares 64,851 $1.1M 0.01% +33,344 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 3,504 shares; 2025Q1: 3,933 shares; 2025Q2: 3,757 shares; 2025Q3: 12,253 shares; 2025Q4: 9,118 shares; 2026Q1: 9,216 shares 9,216 $1.09M 0.01% +98 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,045 shares; 2025Q3: 21,528 shares; 2025Q4: 21,528 shares; 2026Q1: 21,274 shares 21,274 $1.09M 0.01% -254 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: 6,208 shares; 2024Q4: 13,233 shares; 2025Q1: 13,379 shares; 2025Q2: 13,142 shares; 2025Q3: 13,703 shares; 2025Q4: 20,382 shares; 2026Q1: 19,730 shares 19,730 $1.09M 0.01% -652 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 7,993 shares; 2025Q1: 8,768 shares; 2025Q2: 8,787 shares; 2025Q3: 9,056 shares; 2025Q4: 10,395 shares; 2026Q1: 12,084 shares 12,084 $1.09M 0.01% +1,689 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,388 shares; 2025Q1: 30,067 shares; 2025Q2: 30,145 shares; 2025Q3: 31,670 shares; 2025Q4: 81,299 shares; 2026Q1: 72,382 shares 72,382 $1.09M 0.01% -8,917 Timeline FNDF 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: 10,649 shares; 2024Q4: 9,918 shares; 2025Q1: 14,165 shares; 2025Q2: 10,049 shares; 2025Q3: 10,170 shares; 2025Q4: 8,848 shares; 2026Q1: 21,944 shares 21,944 $1.07M 0.01% +13,096 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,479 shares; 2026Q1: 36,479 shares 36,479 $1.07M 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,779 shares; 2025Q1: 4,890 shares; 2025Q2: 4,721 shares; 2025Q3: 4,708 shares; 2025Q4: 6,958 shares; 2026Q1: 8,722 shares 8,722 $1.07M 0.01% +1,764 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: 8,813 shares; 2024Q4: 14,491 shares; 2025Q1: 16,269 shares; 2025Q2: 17,334 shares; 2025Q3: 17,002 shares; 2025Q4: 19,557 shares; 2026Q1: 18,755 shares 18,755 $1.06M 0.01% -802 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: 5,108 shares; 2024Q4: 5,662 shares; 2025Q1: 5,722 shares; 2025Q2: 8,134 shares; 2025Q3: 6,808 shares; 2025Q4: 6,882 shares; 2026Q1: 7,581 shares 7,581 $1.06M 0.01% +699 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 6,839 shares; 2025Q1: 9,913 shares; 2025Q2: 9,442 shares; 2025Q3: 9,429 shares; 2025Q4: 10,487 shares; 2026Q1: 9,391 shares 9,391 $1.05M 0.01% -1,096 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: 3,934 shares; 2024Q4: 1,468 shares; 2025Q1: 2,623 shares; 2025Q2: 3,380 shares; 2025Q3: 3,916 shares; 2025Q4: 4,371 shares; 2026Q1: 4,847 shares 4,847 $1.05M 0.01% +476 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: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares; 2025Q4: 5,906 shares; 2026Q1: 10,502 shares 10,502 $1.05M 0.01% +4,596 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 4,739 shares; 2025Q2: 5,434 shares; 2025Q3: 5,425 shares; 2025Q4: 8,240 shares; 2026Q1: 10,446 shares 10,446 $1.05M 0.01% +2,206 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,582 shares; 2026Q1: 9,036 shares 9,036 $1.04M 0.01% +3,454 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,587 shares; 2024Q4: 20,255 shares; 2025Q1: 21,580 shares; 2025Q2: 48,895 shares; 2025Q3: 27,348 shares; 2025Q4: 19,696 shares; 2026Q1: 20,709 shares 20,709 $1.04M 0.01% +1,013 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 3,934 shares; 2026Q1: 4,912 shares 4,912 $1.04M 0.01% +978 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,275 shares; 2026Q1: 40,375 shares 40,375 $1.03M 0.01% +100 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 28,267 shares; 2025Q1: 27,686 shares; 2025Q2: 29,542 shares; 2025Q3: 30,524 shares; 2025Q4: 30,294 shares; 2026Q1: 32,377 shares 32,377 $1.03M 0.01% +2,083 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,558 shares; 2025Q1: 3,893 shares; 2025Q2: 4,025 shares; 2025Q3: 5,851 shares; 2025Q4: 11,710 shares; 2026Q1: 12,636 shares 12,636 $1.03M 0.01% +926 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 8,817 shares; 2025Q1: 10,391 shares; 2025Q2: 10,175 shares; 2025Q3: 10,707 shares; 2025Q4: 10,019 shares; 2026Q1: 11,208 shares 11,208 $1.03M 0.01% +1,189 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 12,534 shares; 2025Q1: 12,077 shares; 2025Q2: 11,804 shares; 2025Q3: 11,169 shares; 2025Q4: 11,060 shares; 2026Q1: 11,060 shares 11,060 $1.03M 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,130 shares; 2025Q2: 1,310 shares; 2025Q3: 1,461 shares; 2025Q4: 1,726 shares; 2026Q1: 1,865 shares 1,865 $1.02M 0.01% +139 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,003 shares; 2026Q1: 29,812 shares 29,812 $1.01M 0.01% -25,191 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: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,743 shares; 2025Q2: 2,928 shares; 2025Q3: 3,244 shares; 2025Q4: 3,991 shares; 2026Q1: 4,845 shares 4,845 $1.01M 0.01% +854 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,459 shares; 2025Q1: 10,287 shares; 2025Q2: 10,272 shares; 2025Q3: 10,264 shares; 2025Q4: 9,522 shares; 2026Q1: 9,238 shares 9,238 $1.01M 0.01% -284 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,381 shares; 2024Q4: 337,674 shares; 2025Q1: 334,517 shares; 2025Q2: 339,276 shares; 2025Q3: 342,259 shares; 2025Q4: 345,429 shares; 2026Q1: 344,899 shares 344,899 $1.01M 0.01% -530 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,632 shares; 2025Q2: 36,704 shares; 2025Q3: 33,096 shares; 2025Q4: 78,063 shares; 2026Q1: 77,914 shares 77,914 $1M 0.01% -149 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 27,025 shares; 2025Q1: 26,445 shares; 2025Q2: 25,004 shares; 2025Q3: 26,802 shares; 2025Q4: 34,655 shares; 2026Q1: 36,544 shares 36,544 $1M 0.01% +1,889 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: 4,803 shares; 2024Q4: 4,762 shares; 2025Q1: 3,895 shares; 2025Q2: 4,065 shares; 2025Q3: 4,015 shares; 2025Q4: 4,727 shares; 2026Q1: 5,114 shares 5,114 $1M 0.01% +387 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 9,444 shares; 2025Q1: 11,868 shares; 2025Q2: 11,893 shares; 2025Q3: 17,464 shares; 2025Q4: 19,122 shares; 2026Q1: 18,960 shares 18,960 $999K 0.01% -162 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 4,308 shares; 2025Q4: 6,291 shares; 2026Q1: 9,920 shares 9,920 $999K 0.01% +3,629 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,251 shares; 2025Q1: 46,142 shares; 2025Q2: 46,042 shares; 2025Q3: 45,650 shares; 2025Q4: 45,692 shares; 2026Q1: 48,892 shares 48,892 $997K 0.01% +3,200 Timeline BSMR 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: 10,293 shares; 2025Q2: 10,984 shares; 2025Q3: 14,584 shares; 2025Q4: 38,841 shares; 2026Q1: 42,151 shares 42,151 $997K 0.01% +3,310 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: 3,199 shares; 2024Q4: 3,570 shares; 2025Q1: 3,900 shares; 2025Q2: 3,901 shares; 2025Q3: 3,901 shares; 2025Q4: 5,631 shares; 2026Q1: 11,475 shares 11,475 $992K 0.01% +5,844 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,785 shares; 2024Q4: 13,822 shares; 2025Q1: 13,613 shares; 2025Q2: 13,372 shares; 2025Q3: 13,616 shares; 2025Q4: 13,806 shares; 2026Q1: 14,533 shares 14,533 $991K 0.01% +727 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 13,580 shares; 2025Q1: 13,506 shares; 2025Q2: 12,442 shares; 2025Q3: 12,446 shares; 2025Q4: 12,450 shares; 2026Q1: 12,147 shares 12,147 $985K 0.01% -303 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,321 shares; 2025Q4: 28,297 shares; 2026Q1: 30,066 shares 30,066 $984K 0.01% +1,769 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: 11,350 shares; 2024Q4: 13,720 shares; 2025Q1: 14,332 shares; 2025Q2: 13,992 shares; 2025Q3: 15,306 shares; 2025Q4: 22,134 shares; 2026Q1: 21,789 shares 21,789 $984K 0.01% -345 Timeline EPP 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: 18,800 shares; 2026Q1: 18,400 shares 18,400 $978K 0.01% -400 Timeline SPGM 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: 11,551 shares; 2024Q4: 14,467 shares; 2025Q1: 13,694 shares; 2025Q2: 13,089 shares; 2025Q3: 12,865 shares; 2025Q4: 12,927 shares; 2026Q1: 12,905 shares 12,905 $977K 0.01% -22 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,356 shares; 2025Q1: 2,330 shares; 2025Q2: 2,278 shares; 2025Q3: 2,234 shares; 2025Q4: 2,412 shares; 2026Q1: 3,244 shares 3,244 $966K 0.01% +832 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,927 shares; 2025Q1: 3,963 shares; 2025Q2: 3,957 shares; 2025Q3: 3,939 shares; 2025Q4: 3,875 shares; 2026Q1: 3,843 shares 3,843 $960K 0.01% -32 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,063 shares; 2026Q1: 22,483 shares 22,483 $956K 0.01% -580 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: 1,484 shares; 2024Q4: 1,834 shares; 2025Q1: 2,428 shares; 2025Q2: 2,454 shares; 2025Q3: 2,569 shares; 2025Q4: 2,584 shares; 2026Q1: 5,168 shares 5,168 $955K 0.01% +2,584 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,420 shares; 2026Q1: 9,363 shares 9,363 $953K 0.01% +943 Timeline IYY 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: 6,150 shares; 2026Q1: 6,000 shares 6,000 $951K 0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,704 shares; 2026Q1: 4,994 shares 4,994 $947K 0.01% +290 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,142 shares 11,142 $943K 0.01% new 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: 15,185 shares; 2024Q4: 15,772 shares; 2025Q1: 17,723 shares; 2025Q2: 18,680 shares; 2025Q3: 18,926 shares; 2025Q4: 19,463 shares; 2026Q1: 30,610 shares 30,610 $942K 0.01% +11,147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,599 shares; 2026Q1: 22,779 shares 22,779 $936K 0.01% -820 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: not reported; 2024Q4: 1,288 shares; 2025Q1: 1,420 shares; 2025Q2: 1,384 shares; 2025Q3: 1,558 shares; 2025Q4: 3,501 shares; 2026Q1: 5,157 shares 5,157 $929K 0.01% +1,656 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 19,176 shares; 2025Q1: 19,377 shares; 2025Q2: 19,238 shares; 2025Q3: 19,728 shares; 2025Q4: 19,605 shares; 2026Q1: 23,442 shares 23,442 $920K 0.01% +3,837 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: 11,403 shares; 2024Q4: 9,846 shares; 2025Q1: 9,900 shares; 2025Q2: 9,959 shares; 2025Q3: 11,221 shares; 2025Q4: 13,462 shares; 2026Q1: 13,465 shares 13,465 $915K 0.01% +3 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 10,624 shares; 2025Q1: 10,682 shares; 2025Q2: 10,900 shares; 2025Q3: 11,225 shares; 2025Q4: 11,916 shares; 2026Q1: 11,654 shares 11,654 $909K 0.01% -262 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 5,204 shares; 2025Q1: 6,704 shares; 2025Q2: 6,204 shares; 2025Q3: 5,876 shares; 2025Q4: 9,845 shares; 2026Q1: 6,876 shares 6,876 $908K 0.01% -2,969 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: 129 shares; 2024Q4: 232 shares; 2025Q1: 325 shares; 2025Q2: 321 shares; 2025Q3: 356 shares; 2025Q4: 456 shares; 2026Q1: 520 shares 520 $899K 0.01% +64 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,306 shares 74,306 $895K 0.01% new Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,374 shares; 2026Q1: 19,374 shares 19,374 $894K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,611 shares; 2025Q1: 5,528 shares; 2025Q2: 5,527 shares; 2025Q3: 4,933 shares; 2025Q4: 8,195 shares; 2026Q1: 8,173 shares 8,173 $894K 0.01% -22 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: 582 shares; 2024Q4: 1,041 shares; 2025Q1: 1,964 shares; 2025Q2: 2,050 shares; 2025Q3: 1,851 shares; 2025Q4: 1,728 shares; 2026Q1: 1,517 shares 1,517 $893K 0.01% -211 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: 4,959 shares; 2024Q4: 4,891 shares; 2025Q1: 5,110 shares; 2025Q2: 4,975 shares; 2025Q3: 3,716 shares; 2025Q4: 6,929 shares; 2026Q1: 4,099 shares 4,099 $889K 0.01% -2,830 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,442 shares; 2025Q3: 4,475 shares; 2025Q4: 4,451 shares; 2026Q1: 4,851 shares 4,851 $885K 0.01% +400 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: 3,242 shares; 2024Q4: 3,202 shares; 2025Q1: 3,020 shares; 2025Q2: 3,087 shares; 2025Q3: 3,259 shares; 2025Q4: 3,678 shares; 2026Q1: 3,312 shares 3,312 $884K 0.01% -366 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,904 shares; 2025Q1: 4,941 shares; 2025Q2: 6,035 shares; 2025Q3: 3,904 shares; 2025Q4: 8,215 shares; 2026Q1: 10,812 shares 10,812 $884K 0.01% +2,597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,811 shares; 2026Q1: 4,343 shares 4,343 $881K 0.01% +2,532 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,338 shares; 2025Q2: 1,956 shares; 2025Q3: 2,229 shares; 2025Q4: 3,258 shares; 2026Q1: 3,439 shares 3,439 $875K 0.01% +181 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,937 shares; 2025Q1: 2,157 shares; 2025Q2: 2,053 shares; 2025Q3: 2,461 shares; 2025Q4: 3,415 shares; 2026Q1: 3,499 shares 3,499 $874K 0.01% +84 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,344 shares; 2024Q4: 18,494 shares; 2025Q1: 18,494 shares; 2025Q2: 18,264 shares; 2025Q3: 17,977 shares; 2025Q4: 20,675 shares; 2026Q1: 16,586 shares 16,586 $871K 0.01% -4,089 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 5,105 shares; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: 3,182 shares; 2025Q4: 5,514 shares; 2026Q1: 6,348 shares 6,348 $871K 0.01% +834 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,753 shares; 2025Q1: 51,390 shares; 2025Q2: 48,383 shares; 2025Q3: 48,056 shares; 2025Q4: 52,399 shares; 2026Q1: 52,254 shares 52,254 $867K 0.01% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,261 shares; 2025Q4: 9,323 shares; 2026Q1: 14,421 shares 14,421 $865K 0.01% +5,098 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: 9,250 shares; 2024Q4: 9,120 shares; 2025Q1: 8,940 shares; 2025Q2: 8,462 shares; 2025Q3: 9,456 shares; 2025Q4: 14,422 shares; 2026Q1: 9,203 shares 9,203 $864K 0.01% -5,219 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,512 shares; 2024Q4: 126,993 shares; 2025Q1: 139,420 shares; 2025Q2: 144,280 shares; 2025Q3: 164,666 shares; 2025Q4: 10,727 shares; 2026Q1: 19,877 shares 19,877 $864K 0.01% +9,150 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,392 shares; 2024Q4: 15,495 shares; 2025Q1: 15,247 shares; 2025Q2: 15,390 shares; 2025Q3: 14,393 shares; 2025Q4: 14,507 shares; 2026Q1: 18,124 shares 18,124 $862K 0.01% +3,617 Timeline LDUR 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: 13,449 shares; 2025Q1: 13,476 shares; 2025Q2: 12,704 shares; 2025Q3: 10,071 shares; 2025Q4: 9,528 shares; 2026Q1: 8,989 shares 8,989 $861K 0.01% -539 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 15,091 shares; 2025Q1: 15,061 shares; 2025Q2: 18,064 shares; 2025Q3: 16,767 shares; 2025Q4: 16,290 shares; 2026Q1: 20,634 shares 20,634 $858K 0.01% +4,344 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: not reported; 2024Q4: 1,838 shares; 2025Q1: 1,980 shares; 2025Q2: 2,277 shares; 2025Q3: 2,466 shares; 2025Q4: 2,577 shares; 2026Q1: 3,009 shares 3,009 $850K 0.01% +432 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 20,503 shares; 2025Q1: 21,525 shares; 2025Q2: 21,228 shares; 2025Q3: 21,447 shares; 2025Q4: 21,873 shares; 2026Q1: 21,905 shares 21,905 $846K 0.01% +32 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,954 shares; 2025Q1: 14,997 shares; 2025Q2: 10,952 shares; 2025Q3: 10,743 shares; 2025Q4: 11,477 shares; 2026Q1: 12,697 shares 12,697 $839K 0.01% +1,220 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,452 shares; 2025Q2: 11,386 shares; 2025Q3: 11,386 shares; 2025Q4: 12,310 shares; 2026Q1: 12,479 shares 12,479 $836K 0.01% +169 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,309 shares; 2024Q4: 25,905 shares; 2025Q1: 21,338 shares; 2025Q2: 22,306 shares; 2025Q3: 22,549 shares; 2025Q4: 17,349 shares; 2026Q1: 20,891 shares 20,891 $833K 0.01% +3,542 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 10,534 shares; 2025Q1: 10,804 shares; 2025Q2: 10,953 shares; 2025Q3: 12,202 shares; 2025Q4: 11,908 shares; 2026Q1: 10,564 shares 10,564 $831K 0.01% -1,344 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,813 shares; 2025Q1: 57,755 shares; 2025Q2: 54,400 shares; 2025Q3: 17,835 shares; 2025Q4: 17,435 shares; 2026Q1: 16,595 shares 16,595 $830K 0.01% -840 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,416 shares; 2025Q1: 6,664 shares; 2025Q2: 6,688 shares; 2025Q3: 7,028 shares; 2025Q4: 7,426 shares; 2026Q1: 9,102 shares 9,102 $828K 0.01% +1,676 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,190 shares; 2025Q1: 8,483 shares; 2025Q2: 8,508 shares; 2025Q3: 15,853 shares; 2025Q4: 14,829 shares; 2026Q1: 27,540 shares 27,540 $826K 0.01% +12,711 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: not reported; 2025Q4: 706 shares; 2026Q1: 2,740 shares 2,740 $824K 0.01% +2,034 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,041 shares; 2026Q1: 19,721 shares 19,721 $822K 0.01% -320 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,754 shares; 2025Q1: 3,932 shares; 2025Q2: 3,996 shares; 2025Q3: 4,028 shares; 2025Q4: 4,083 shares; 2026Q1: 4,098 shares 4,098 $819K 0.01% +15 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,260 shares; 2025Q1: 5,672 shares; 2025Q2: 6,089 shares; 2025Q3: 6,175 shares; 2025Q4: 6,251 shares; 2026Q1: 6,410 shares 6,410 $815K 0.01% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,026 shares; 2026Q1: 26,026 shares 26,026 $813K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,499 shares; 2025Q4: 45,606 shares; 2026Q1: 45,976 shares 45,976 $808K 0.01% +370 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,989 shares; 2025Q3: 2,839 shares; 2025Q4: 3,796 shares; 2026Q1: 5,346 shares 5,346 $806K 0.01% +1,550 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,487 shares; 2025Q1: 35,487 shares; 2025Q2: 28,066 shares; 2025Q3: 28,066 shares; 2025Q4: 28,066 shares; 2026Q1: 28,530 shares 28,530 $806K 0.01% +464 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,154 shares; 2026Q1: 47,849 shares 47,849 $802K 0.01% +4,695 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,651 shares 21,651 $802K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,371 shares; 2025Q3: 11,631 shares; 2025Q4: 12,484 shares; 2026Q1: 16,530 shares 16,530 $801K 0.01% +4,046 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,373 shares; 2026Q1: 68,373 shares 68,373 $796K 0.01% 0 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: 1,802 shares; 2024Q4: 2,234 shares; 2025Q1: 7,558 shares; 2025Q2: 5,453 shares; 2025Q3: 5,454 shares; 2025Q4: 5,623 shares; 2026Q1: 5,620 shares 5,620 $795K 0.01% -3 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,376 shares; 2025Q4: 6,401 shares; 2026Q1: 21,563 shares 21,563 $794K 0.01% +15,162 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,903 shares; 2026Q1: 17,869 shares 17,869 $791K 0.01% -34 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,342 shares; 2025Q2: 15,203 shares; 2025Q3: 19,215 shares; 2025Q4: 19,342 shares; 2026Q1: 19,473 shares 19,473 $789K 0.01% +131 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: 4,068 shares; 2024Q4: 2,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,734 shares; 2025Q4: 9,631 shares; 2026Q1: 10,479 shares 10,479 $789K 0.01% +848 Timeline URTH 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: 3,822 shares; 2025Q3: 3,849 shares; 2025Q4: 3,822 shares; 2026Q1: 4,351 shares 4,351 $783K 0.01% +529 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,500 shares 13,500 $781K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 1,144 shares 1,144 $779K 0.01% +667 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,530 shares 17,530 $779K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,917 shares; 2025Q2: 2,215 shares; 2025Q3: 2,925 shares; 2025Q4: 3,626 shares; 2026Q1: 4,125 shares 4,125 $778K 0.01% +499 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,869 shares; 2025Q1: 3,396 shares; 2025Q2: 3,511 shares; 2025Q3: 4,031 shares; 2025Q4: 6,226 shares; 2026Q1: 6,250 shares 6,250 $778K 0.01% +24 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 5,265 shares; 2025Q4: 7,823 shares; 2026Q1: 8,242 shares 8,242 $776K 0.01% +419 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: not reported; 2024Q4: 44,721 shares; 2025Q1: 43,803 shares; 2025Q2: 43,643 shares; 2025Q3: 42,452 shares; 2025Q4: 43,145 shares; 2026Q1: 45,236 shares 45,236 $774K 0.01% +2,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 2,531 shares; 2025Q4: 3,167 shares; 2026Q1: 4,123 shares 4,123 $769K 0.01% +956 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,732 shares; 2024Q4: 104,503 shares; 2025Q1: 98,780 shares; 2025Q2: 94,586 shares; 2025Q3: 87,064 shares; 2025Q4: 76,863 shares; 2026Q1: 75,424 shares 75,424 $768K 0.01% -1,439 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,905 shares; 2026Q1: 27,945 shares 27,945 $767K 0.01% +40 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,242 shares; 2025Q3: 5,886 shares; 2025Q4: 10,556 shares; 2026Q1: 10,169 shares 10,169 $765K 0.01% -387 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250 $752K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 15,338 shares; 2025Q1: 14,851 shares; 2025Q2: 12,634 shares; 2025Q3: 12,436 shares; 2025Q4: 11,778 shares; 2026Q1: 11,180 shares 11,180 $752K 0.01% -598 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: not reported; 2024Q4: 195 shares; 2025Q1: 238 shares; 2025Q2: 251 shares; 2025Q3: 244 shares; 2025Q4: 587 shares; 2026Q1: 647 shares 647 $750K 0.01% +60 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 11,130 shares; 2025Q1: 9,680 shares; 2025Q2: 9,380 shares; 2025Q3: 8,630 shares; 2025Q4: 15,055 shares; 2026Q1: 14,971 shares 14,971 $742K 0.01% -84 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to 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: 90,000 shares; 2026Q1: 167,250 shares 167,250 $741K 0.01% +77,250 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: not reported; 2024Q4: 26,834 shares; 2025Q1: 26,550 shares; 2025Q2: 25,939 shares; 2025Q3: 26,149 shares; 2025Q4: 25,509 shares; 2026Q1: 28,615 shares 28,615 $741K 0.01% +3,106 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 7,500 shares; 2025Q1: 7,901 shares; 2025Q2: 7,294 shares; 2025Q3: 6,869 shares; 2025Q4: 11,884 shares; 2026Q1: 13,228 shares 13,228 $738K 0.01% +1,344 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,836 shares; 2026Q1: 18,486 shares 18,486 $735K 0.01% -350 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 2,485 shares; 2026Q1: 2,166 shares 2,166 $735K 0.01% -319 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 4,570 shares; 2025Q4: 4,914 shares; 2026Q1: 5,197 shares 5,197 $733K 0.01% +283 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 8,669 shares; 2026Q1: 11,433 shares 11,433 $733K 0.01% +2,764 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 12,112 shares; 2025Q1: 11,981 shares; 2025Q2: 11,621 shares; 2025Q3: 11,102 shares; 2025Q4: 11,026 shares; 2026Q1: 10,706 shares 10,706 $727K 0.01% -320 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,227 shares; 2025Q4: 11,713 shares; 2026Q1: 11,930 shares 11,930 $723K 0.01% +217 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 3,097 shares; 2025Q1: 3,013 shares; 2025Q2: 3,317 shares; 2025Q3: 4,117 shares; 2025Q4: 5,231 shares; 2026Q1: 7,330 shares 7,330 $722K 0.01% +2,099 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 5,373 shares; 2025Q3: 11,228 shares; 2025Q4: 11,792 shares; 2026Q1: 14,848 shares 14,848 $718K 0.01% +3,056 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: not reported; 2024Q4: not reported; 2025Q1: 1,673 shares; 2025Q2: 1,693 shares; 2025Q3: 1,736 shares; 2025Q4: 2,101 shares; 2026Q1: 4,414 shares 4,414 $717K 0.01% +2,313 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,834 shares; 2025Q3: 7,519 shares; 2025Q4: 8,226 shares; 2026Q1: 15,773 shares 15,773 $714K 0.01% +7,547 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,806 shares; 2026Q1: 17,611 shares 17,611 $713K 0.01% -195 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,275 shares; 2025Q1: 9,275 shares; 2025Q2: 9,275 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares; 2026Q1: 8,475 shares 8,475 $703K 0.01% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,541 shares; 2025Q2: 11,541 shares; 2025Q3: 12,541 shares; 2025Q4: 14,199 shares; 2026Q1: 16,194 shares 16,194 $702K 0.01% +1,995 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: 1,778 shares; 2024Q4: 2,581 shares; 2025Q1: 2,995 shares; 2025Q2: 2,589 shares; 2025Q3: 2,623 shares; 2025Q4: 5,730 shares; 2026Q1: 6,557 shares 6,557 $701K 0.01% +827 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 14,108 shares; 2025Q1: 12,807 shares; 2025Q2: 11,908 shares; 2025Q3: 12,626 shares; 2025Q4: 13,639 shares; 2026Q1: 13,645 shares 13,645 $693K 0.01% +6 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: 59,190 shares; 2025Q2: 63,269 shares; 2025Q3: 63,269 shares; 2025Q4: 66,213 shares; 2026Q1: 9,223 shares 9,223 $693K 0.01% -56,990 Timeline GOVT 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: 24,262 shares; 2024Q4: 26,166 shares; 2025Q1: 31,029 shares; 2025Q2: 29,406 shares; 2025Q3: 27,757 shares; 2025Q4: 29,224 shares; 2026Q1: 30,062 shares 30,062 $689K 0.01% +838 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,851 shares; 2025Q1: 6,438 shares; 2025Q2: 6,948 shares; 2025Q3: 7,736 shares; 2025Q4: 8,204 shares; 2026Q1: 10,105 shares 10,105 $687K 0.01% +1,901 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 3,521 shares; 2025Q4: 4,473 shares; 2026Q1: 5,166 shares 5,166 $681K 0.01% +693 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: 2,466 shares; 2024Q4: not reported; 2025Q1: 6,931 shares; 2025Q2: 6,971 shares; 2025Q3: 6,951 shares; 2025Q4: 7,112 shares; 2026Q1: 7,112 shares 7,112 $680K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,144 shares; 2026Q1: 15,114 shares 15,114 $679K 0.01% -1,030 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: 3,230 shares; 2024Q4: 4,293 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 4,256 shares; 2025Q4: 5,824 shares; 2026Q1: 6,361 shares 6,361 $679K 0.01% +537 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,109 shares 7,109 $678K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,585 shares; 2025Q4: 4,820 shares; 2026Q1: 6,104 shares 6,104 $676K 0.01% +1,284 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,316 shares; 2025Q1: 34,345 shares; 2025Q2: 33,186 shares; 2025Q3: 27,086 shares; 2025Q4: 27,041 shares; 2026Q1: 25,107 shares 25,107 $676K 0.01% -1,934 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,485 shares; 2026Q1: 15,405 shares 15,405 $671K 0.01% -80 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 10,564 shares; 2025Q4: 8,942 shares; 2026Q1: 8,942 shares 8,942 $669K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,648 shares; 2026Q1: 1,722 shares 1,722 $669K 0.01% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,028 shares; 2025Q4: 8,209 shares; 2026Q1: 8,076 shares 8,076 $666K <0.01% -133 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to 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: 46,593 shares 46,593 $665K <0.01% new Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,277 shares; 2026Q1: 26,356 shares 26,356 $664K <0.01% +3,079 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,658 shares 4,658 $662K <0.01% new 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: 1,779 shares; 2024Q4: 2,027 shares; 2025Q1: 2,464 shares; 2025Q2: 3,565 shares; 2025Q3: 3,838 shares; 2025Q4: 5,024 shares; 2026Q1: 5,192 shares 5,192 $661K <0.01% +168 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,217 shares; 2025Q1: 11,221 shares; 2025Q2: 10,557 shares; 2025Q3: 9,750 shares; 2025Q4: 9,244 shares; 2026Q1: 8,936 shares 8,936 $661K <0.01% -308 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,773 shares; 2026Q1: 19,485 shares 19,485 $658K <0.01% +712 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,404 shares; 2024Q4: 49,326 shares; 2025Q1: 34,191 shares; 2025Q2: 18,967 shares; 2025Q3: 11,133 shares; 2025Q4: 11,631 shares; 2026Q1: 11,489 shares 11,489 $657K <0.01% -142 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: not reported; 2024Q4: 13,169 shares; 2025Q1: 14,941 shares; 2025Q2: 15,579 shares; 2025Q3: 16,991 shares; 2025Q4: 22,664 shares; 2026Q1: 27,595 shares 27,595 $657K <0.01% +4,931 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 6,523 shares; 2026Q1: 6,542 shares 6,542 $656K <0.01% +19 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,756 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 2,761 shares; 2026Q1: 3,137 shares 3,137 $656K <0.01% +376 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,747 shares; 2024Q4: 48,780 shares; 2025Q1: 42,841 shares; 2025Q2: 42,182 shares; 2025Q3: 40,362 shares; 2025Q4: 33,921 shares; 2026Q1: 50,897 shares 50,897 $656K <0.01% +16,976 Timeline XMLV 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: 19,560 shares; 2024Q4: 14,193 shares; 2025Q1: not reported; 2025Q2: 11,460 shares; 2025Q3: 11,174 shares; 2025Q4: 10,369 shares; 2026Q1: 10,339 shares 10,339 $651K <0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,512 shares; 2025Q3: 14,011 shares; 2025Q4: 14,011 shares; 2026Q1: 86,099 shares 86,099 $649K <0.01% +72,088 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 9,474 shares; 2025Q1: 23,132 shares; 2025Q2: 12,476 shares; 2025Q3: 10,951 shares; 2025Q4: 10,132 shares; 2026Q1: 10,856 shares 10,856 $649K <0.01% +724 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,272 shares 8,272 $649K <0.01% +72 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 15,248 shares; 2025Q1: 14,963 shares; 2025Q2: 20,338 shares; 2025Q3: 14,893 shares; 2025Q4: 13,645 shares; 2026Q1: 12,753 shares 12,753 $639K <0.01% -892 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 4,232 shares; 2026Q1: 6,943 shares 6,943 $639K <0.01% +2,711 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,026 shares; 2025Q2: 18,762 shares; 2025Q3: 16,933 shares; 2025Q4: 16,988 shares; 2026Q1: 16,153 shares 16,153 $638K <0.01% -835 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,620 shares; 2025Q1: 16,870 shares; 2025Q2: 15,564 shares; 2025Q3: 15,677 shares; 2025Q4: 16,348 shares; 2026Q1: 16,290 shares 16,290 $636K <0.01% -58 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,029 shares; 2025Q3: 2,400 shares; 2025Q4: 4,163 shares; 2026Q1: 8,601 shares 8,601 $636K <0.01% +4,438 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,434 shares; 2026Q1: 8,334 shares 8,334 $635K <0.01% -100 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 28,436 shares; 2025Q1: 28,431 shares; 2025Q2: 25,299 shares; 2025Q3: 25,313 shares; 2025Q4: 25,300 shares; 2026Q1: 25,621 shares 25,621 $633K <0.01% +321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,654 shares 1,654 $628K <0.01% +289 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,204 shares; 2026Q1: 13,249 shares 13,249 $625K <0.01% +1,045 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 9,970 shares; 2025Q1: 9,533 shares; 2025Q2: 9,648 shares; 2025Q3: 9,982 shares; 2025Q4: 11,964 shares; 2026Q1: 12,294 shares 12,294 $623K <0.01% +330 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares; 2026Q1: 2,720 shares 2,720 $621K <0.01% +801 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 10,488 shares; 2025Q1: 10,509 shares; 2025Q2: 10,417 shares; 2025Q3: 10,417 shares; 2025Q4: 10,344 shares; 2026Q1: 10,345 shares 10,345 $620K <0.01% +1 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,463 shares 12,463 $619K <0.01% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 3,323 shares; 2025Q2: 3,519 shares; 2025Q3: 4,622 shares; 2025Q4: 4,927 shares; 2026Q1: 4,951 shares 4,951 $619K <0.01% +24 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,910 shares; 2026Q1: 18,910 shares 18,910 $619K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 2,946 shares; 2025Q2: 3,244 shares; 2025Q3: 3,211 shares; 2025Q4: 5,334 shares; 2026Q1: 7,083 shares 7,083 $615K <0.01% +1,749 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 5,359 shares; 2026Q1: 7,341 shares 7,341 $615K <0.01% +1,982 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,329 shares; 2026Q1: 21,148 shares 21,148 $610K <0.01% +7,819 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,007 shares; 2026Q1: 20,987 shares 20,987 $610K <0.01% -20 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,275 shares; 2025Q1: 6,491 shares; 2025Q2: 6,061 shares; 2025Q3: 6,008 shares; 2025Q4: 5,925 shares; 2026Q1: 5,934 shares 5,934 $610K <0.01% +9 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 4,309 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,492 shares; 2025Q4: 5,458 shares; 2026Q1: 6,490 shares 6,490 $608K <0.01% +1,032 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 3,030 shares; 2025Q3: 3,176 shares; 2025Q4: 4,884 shares; 2026Q1: 5,528 shares 5,528 $608K <0.01% +644 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,693 shares; 2025Q2: 10,873 shares; 2025Q3: 10,804 shares; 2025Q4: 11,309 shares; 2026Q1: 13,656 shares 13,656 $607K <0.01% +2,347 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,201 shares 22,201 $607K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,298 shares; 2025Q1: 2,349 shares; 2025Q2: 2,314 shares; 2025Q3: 3,099 shares; 2025Q4: 3,082 shares; 2026Q1: 2,809 shares 2,809 $606K <0.01% -273 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,461 shares; 2025Q1: 1,532 shares; 2025Q2: 1,309 shares; 2025Q3: 872 shares; 2025Q4: 1,388 shares; 2026Q1: 1,278 shares 1,278 $605K <0.01% -110 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: 12,504 shares; 2024Q4: 14,690 shares; 2025Q1: 13,776 shares; 2025Q2: 10,635 shares; 2025Q3: 11,628 shares; 2025Q4: 11,768 shares; 2026Q1: 13,137 shares 13,137 $602K <0.01% +1,369 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: 1,504 shares; 2024Q4: 2,664 shares; 2025Q1: 2,667 shares; 2025Q2: 1,726 shares; 2025Q3: 1,946 shares; 2025Q4: 3,991 shares; 2026Q1: 3,479 shares 3,479 $601K <0.01% -512 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: 7,161 shares; 2024Q4: 8,529 shares; 2025Q1: 78,862 shares; 2025Q2: 10,977 shares; 2025Q3: 10,171 shares; 2025Q4: 10,302 shares; 2026Q1: 9,939 shares 9,939 $600K <0.01% -363 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,358 shares; 2025Q3: 13,021 shares; 2025Q4: 14,436 shares; 2026Q1: 18,043 shares 18,043 $599K <0.01% +3,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 2,349 shares; 2025Q4: 1,663 shares; 2026Q1: 3,399 shares 3,399 $597K <0.01% +1,736 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 7,089 shares; 2025Q4: 8,994 shares; 2026Q1: 9,558 shares 9,558 $596K <0.01% +564 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: not reported; 2026Q1: 4,466 shares 4,466 $595K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 42,755 shares; 2025Q2: 42,815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,694 shares 9,694 $594K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,377 shares; 2026Q1: 24,819 shares 24,819 $593K <0.01% -2,558 Timeline