VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 2,472 shares; 2025Q4: 3,381 shares; 2026Q1: 5,383 shares 5,383 $590K <0.01% +2,002 Timeline AJUL 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: 20,349 shares; 2026Q1: 20,349 shares 20,349 $590K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 770 shares; 2025Q2: 1,035 shares; 2025Q3: 1,036 shares; 2025Q4: 1,967 shares; 2026Q1: 3,707 shares 3,707 $587K <0.01% +1,740 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,874 shares; 2025Q1: 7,999 shares; 2025Q2: 7,804 shares; 2025Q3: 9,543 shares; 2025Q4: 15,556 shares; 2026Q1: 14,439 shares 14,439 $585K <0.01% -1,117 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,737 shares; 2025Q1: 50,296 shares; 2025Q2: 49,359 shares; 2025Q3: 46,053 shares; 2025Q4: 45,631 shares; 2026Q1: 48,454 shares 48,454 $584K <0.01% +2,823 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,028 shares; 2025Q1: 3,144 shares; 2025Q2: 3,208 shares; 2025Q3: 3,902 shares; 2025Q4: 4,245 shares; 2026Q1: 4,280 shares 4,280 $583K <0.01% +35 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,013 shares; 2025Q3: 1,009 shares; 2025Q4: 1,347 shares; 2026Q1: 2,378 shares 2,378 $582K <0.01% +1,031 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 3,527 shares; 2025Q4: 4,073 shares; 2026Q1: 4,368 shares 4,368 $582K <0.01% +295 Timeline ZAUG 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: 21,730 shares; 2026Q1: 21,730 shares 21,730 $579K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,793 shares; 2026Q1: 3,151 shares 3,151 $578K <0.01% +358 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,852 shares; 2024Q4: 16,552 shares; 2025Q1: 18,173 shares; 2025Q2: 20,235 shares; 2025Q3: 21,708 shares; 2025Q4: 27,824 shares; 2026Q1: 28,279 shares 28,279 $578K <0.01% +455 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,757 shares; 2025Q4: 4,782 shares; 2026Q1: 4,663 shares 4,663 $575K <0.01% -119 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,526 shares; 2025Q1: 19,086 shares; 2025Q2: 21,103 shares; 2025Q3: 22,436 shares; 2025Q4: 23,293 shares; 2026Q1: 23,001 shares 23,001 $575K <0.01% -292 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 4,877 shares; 2025Q4: 8,108 shares; 2026Q1: 7,897 shares 7,897 $572K <0.01% -211 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,590 shares 20,590 $571K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 992 shares; 2026Q1: 1,910 shares 1,910 $570K <0.01% +918 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,788 shares; 2026Q1: 13,924 shares 13,924 $568K <0.01% +8,136 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,885 shares; 2026Q1: 2,839 shares 2,839 $568K <0.01% -46 Timeline FPWR 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: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,560 shares; 2025Q4: 15,180 shares; 2026Q1: 15,180 shares 15,180 $567K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 2,276 shares 2,276 $567K <0.01% +1,042 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,211 shares; 2025Q1: 2,102 shares; 2025Q2: 1,885 shares; 2025Q3: 2,686 shares; 2025Q4: 2,661 shares; 2026Q1: 3,113 shares 3,113 $566K <0.01% +452 Timeline GSEP 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: 15,930 shares; 2026Q1: 14,850 shares 14,850 $566K <0.01% -1,080 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 11,053 shares; 2025Q1: 11,992 shares; 2025Q2: 8,550 shares; 2025Q3: 7,448 shares; 2025Q4: 9,017 shares; 2026Q1: 11,937 shares 11,937 $560K <0.01% +2,920 Timeline QGRO 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: 5,723 shares; 2024Q4: 5,499 shares; 2025Q1: 4,184 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,599 shares; 2026Q1: 5,320 shares 5,320 $559K <0.01% +1,721 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,075 shares; 2026Q1: 8,103 shares 8,103 $558K <0.01% +5,028 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,557 shares; 2025Q3: 1,465 shares; 2025Q4: 2,185 shares; 2026Q1: 3,376 shares 3,376 $558K <0.01% +1,191 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: 1,200 shares; 2025Q4: 1,643 shares; 2026Q1: 3,581 shares 3,581 $557K <0.01% +1,938 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,395 shares; 2025Q1: 58,857 shares; 2025Q2: 57,182 shares; 2025Q3: 54,151 shares; 2025Q4: 54,270 shares; 2026Q1: 49,779 shares 49,779 $556K <0.01% -4,491 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,281 shares; 2025Q1: 31,560 shares; 2025Q2: 31,415 shares; 2025Q3: 32,822 shares; 2025Q4: 61,352 shares; 2026Q1: 55,485 shares 55,485 $555K <0.01% -5,867 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,900 shares; 2026Q1: 3,366 shares 3,366 $555K <0.01% +466 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 11,498 shares; 2025Q1: 11,740 shares; 2025Q2: 11,413 shares; 2025Q3: 12,438 shares; 2025Q4: 14,598 shares; 2026Q1: 15,549 shares 15,549 $555K <0.01% +951 Timeline DFSI 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: 12,924 shares; 2024Q4: 12,924 shares; 2025Q1: 12,624 shares; 2025Q2: 12,624 shares; 2025Q3: 12,624 shares; 2025Q4: 12,624 shares; 2026Q1: 13,014 shares 13,014 $552K <0.01% +390 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,168 shares; 2025Q2: 3,558 shares; 2025Q3: 2,792 shares; 2025Q4: 5,639 shares; 2026Q1: 7,331 shares 7,331 $552K <0.01% +1,692 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,611 shares; 2025Q1: 3,695 shares; 2025Q2: 3,533 shares; 2025Q3: 3,456 shares; 2025Q4: 3,077 shares; 2026Q1: 4,071 shares 4,071 $551K <0.01% +994 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,659 shares; 2025Q3: 3,590 shares; 2025Q4: 4,014 shares; 2026Q1: 3,845 shares 3,845 $551K <0.01% -169 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,548 shares; 2025Q2: 3,316 shares; 2025Q3: 3,306 shares; 2025Q4: 3,560 shares; 2026Q1: 6,681 shares 6,681 $551K <0.01% +3,121 Timeline FYX 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: not reported; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 4,613 shares; 2026Q1: 4,613 shares 4,613 $551K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 3,909 shares; 2025Q1: 4,121 shares; 2025Q2: 4,361 shares; 2025Q3: 5,238 shares; 2025Q4: 5,255 shares; 2026Q1: 5,627 shares 5,627 $550K <0.01% +372 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,015 shares; 2025Q1: 25,224 shares; 2025Q2: 12,762 shares; 2025Q3: 12,499 shares; 2025Q4: 13,623 shares; 2026Q1: 5,600 shares 5,600 $547K <0.01% -8,023 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: 1,769 shares; 2025Q3: 1,676 shares; 2025Q4: 16,765 shares; 2026Q1: 2,624 shares 2,624 $546K <0.01% -14,141 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,592 shares; 2025Q1: 8,903 shares; 2025Q2: 6,643 shares; 2025Q3: 6,643 shares; 2025Q4: 7,182 shares; 2026Q1: 7,663 shares 7,663 $545K <0.01% +481 Timeline IDGT 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: 5,573 shares 5,573 $545K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,806 shares; 2026Q1: 14,953 shares 14,953 $545K <0.01% +1,147 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 9,862 shares; 2025Q1: 9,562 shares; 2025Q2: 8,162 shares; 2025Q3: 8,091 shares; 2025Q4: 8,569 shares; 2026Q1: 8,543 shares 8,543 $544K <0.01% -26 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,487 shares 21,487 $544K <0.01% new Timeline XMVM 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: 5,003 shares; 2025Q1: 6,187 shares; 2025Q2: 6,697 shares; 2025Q3: 8,158 shares; 2025Q4: 8,292 shares; 2026Q1: 8,353 shares 8,353 $544K <0.01% +61 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: 13,214 shares; 2026Q1: 12,665 shares 12,665 $543K <0.01% -549 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 4,513 shares; 2026Q1: 7,381 shares 7,381 $542K <0.01% +2,868 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,359 shares; 2025Q1: 4,371 shares; 2025Q2: 5,515 shares; 2025Q3: 7,284 shares; 2025Q4: 8,373 shares; 2026Q1: 7,030 shares 7,030 $542K <0.01% -1,343 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,607 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,711 shares; 2025Q4: 2,423 shares; 2026Q1: 2,656 shares 2,656 $541K <0.01% +233 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,703 shares; 2026Q1: 12,703 shares 12,703 $538K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 2,634 shares; 2025Q3: 3,482 shares; 2025Q4: 3,757 shares; 2026Q1: 4,693 shares 4,693 $535K <0.01% +936 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,112 shares; 2025Q4: 3,618 shares; 2026Q1: 5,051 shares 5,051 $531K <0.01% +1,433 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 2,152 shares; 2026Q1: 2,935 shares 2,935 $528K <0.01% +783 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,110 shares; 2025Q1: 4,138 shares; 2025Q2: 4,150 shares; 2025Q3: 3,779 shares; 2025Q4: 4,121 shares; 2026Q1: 5,211 shares 5,211 $525K <0.01% +1,090 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,496 shares 13,496 $524K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,747 shares; 2025Q2: 4,859 shares; 2025Q3: 4,928 shares; 2025Q4: 8,742 shares; 2026Q1: 6,960 shares 6,960 $524K <0.01% -1,782 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,044 shares; 2025Q1: 5,167 shares; 2025Q2: 8,729 shares; 2025Q3: 10,318 shares; 2025Q4: 56,030 shares; 2026Q1: 9,555 shares 9,555 $521K <0.01% -46,475 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 1,323 shares; 2025Q4: 1,818 shares; 2026Q1: 3,565 shares 3,565 $521K <0.01% +1,747 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares 740 $520K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,087 shares; 2026Q1: 1,617 shares 1,617 $520K <0.01% +530 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 5,479 shares; 2025Q4: 10,568 shares; 2026Q1: 6,457 shares 6,457 $519K <0.01% -4,111 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares; 2025Q4: 8,813 shares; 2026Q1: 9,544 shares 9,544 $518K <0.01% +731 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,184 shares; 2025Q1: 3,180 shares; 2025Q2: 3,168 shares; 2025Q3: 3,580 shares; 2025Q4: 3,934 shares; 2026Q1: 3,036 shares 3,036 $518K <0.01% -898 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,977 shares; 2025Q3: 7,134 shares; 2025Q4: 7,957 shares; 2026Q1: 8,264 shares 8,264 $518K <0.01% +307 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 5,895 shares 5,895 $516K <0.01% -48 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: 7,901 shares 7,901 $514K <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,710 shares 4,710 $514K <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 2,385 shares; 2025Q4: 2,027 shares; 2026Q1: 2,069 shares 2,069 $514K <0.01% +42 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,543 shares; 2025Q4: 8,543 shares; 2026Q1: 8,543 shares 8,543 $514K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 9,790 shares; 2025Q1: 9,846 shares; 2025Q2: 10,020 shares; 2025Q3: 10,011 shares; 2025Q4: 12,665 shares; 2026Q1: 10,640 shares 10,640 $513K <0.01% -2,025 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 5,754 shares; 2025Q1: 5,586 shares; 2025Q2: 5,486 shares; 2025Q3: 5,585 shares; 2025Q4: 5,303 shares; 2026Q1: 5,303 shares 5,303 $512K <0.01% 0 Timeline QMFE 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: 23,000 shares; 2026Q1: 23,000 shares 23,000 $510K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,387 shares; 2025Q1: 7,635 shares; 2025Q2: 9,723 shares; 2025Q3: 11,136 shares; 2025Q4: 12,472 shares; 2026Q1: 12,760 shares 12,760 $509K <0.01% +288 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 39,522 shares; 2025Q1: 46,224 shares; 2025Q2: 38,200 shares; 2025Q3: 22,288 shares; 2025Q4: 28,300 shares; 2026Q1: 22,424 shares 22,424 $509K <0.01% -5,876 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 9,480 shares; 2026Q1: 9,412 shares 9,412 $507K <0.01% -68 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,283 shares 1,283 $506K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 6,827 shares; 2025Q1: 7,067 shares; 2025Q2: 7,283 shares; 2025Q3: 6,935 shares; 2025Q4: 7,607 shares; 2026Q1: 8,563 shares 8,563 $506K <0.01% +956 Timeline FDEM 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,893 shares 15,893 $502K <0.01% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,530 shares; 2026Q1: 2,495 shares 2,495 $501K <0.01% -35 Timeline XSEP 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: 12,065 shares; 2026Q1: 11,954 shares 11,954 $501K <0.01% -111 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,056 shares; 2025Q1: 5,928 shares; 2025Q2: 5,556 shares; 2025Q3: 5,839 shares; 2025Q4: 7,493 shares; 2026Q1: 7,373 shares 7,373 $498K <0.01% -120 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 7,408 shares; 2025Q4: 7,561 shares; 2026Q1: 8,735 shares 8,735 $498K <0.01% +1,174 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,157 shares; 2025Q1: 3,292 shares; 2025Q2: 3,330 shares; 2025Q3: 3,810 shares; 2025Q4: 3,813 shares; 2026Q1: 3,828 shares 3,828 $498K <0.01% +15 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,822 shares; 2025Q3: 7,259 shares; 2025Q4: 8,375 shares; 2026Q1: 10,197 shares 10,197 $497K <0.01% +1,822 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 2,625 shares; 2026Q1: 4,521 shares 4,521 $496K <0.01% +1,896 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,636 shares; 2025Q3: 1,634 shares; 2025Q4: 1,848 shares; 2026Q1: 1,767 shares 1,767 $495K <0.01% -81 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 8,900 shares; 2025Q1: 9,055 shares; 2025Q2: 9,055 shares; 2025Q3: 9,336 shares; 2025Q4: 4,433 shares; 2026Q1: 3,949 shares 3,949 $494K <0.01% -484 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,477 shares; 2026Q1: 6,466 shares 6,466 $494K <0.01% +2,989 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 937 shares; 2025Q1: 982 shares; 2025Q2: 1,298 shares; 2025Q3: 1,255 shares; 2025Q4: 2,443 shares; 2026Q1: 2,057 shares 2,057 $492K <0.01% -386 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 5,535 shares; 2025Q1: 6,150 shares; 2025Q2: 5,879 shares; 2025Q3: 5,867 shares; 2025Q4: 6,436 shares; 2026Q1: 6,160 shares 6,160 $492K <0.01% -276 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,383 shares; 2025Q1: 12,181 shares; 2025Q2: 13,733 shares; 2025Q3: 21,106 shares; 2025Q4: 20,736 shares; 2026Q1: 25,672 shares 25,672 $492K <0.01% +4,936 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,932 shares; 2025Q1: 15,290 shares; 2025Q2: 18,655 shares; 2025Q3: 18,370 shares; 2025Q4: 31,912 shares; 2026Q1: 28,926 shares 28,926 $491K <0.01% -2,986 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 5,304 shares; 2025Q3: 4,651 shares; 2025Q4: 5,886 shares; 2026Q1: 7,705 shares 7,705 $490K <0.01% +1,819 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,399 shares; 2025Q2: 25,965 shares; 2025Q3: 32,148 shares; 2025Q4: 37,118 shares; 2026Q1: 33,948 shares 33,948 $490K <0.01% -3,170 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH 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: not reported; 2025Q3: 7,637 shares; 2025Q4: 9,911 shares; 2026Q1: 15,923 shares 15,923 $489K <0.01% +6,012 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,717 shares; 2025Q2: 24,836 shares; 2025Q3: 27,320 shares; 2025Q4: 34,417 shares; 2026Q1: 53,371 shares 53,371 $487K <0.01% +18,954 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,976 shares; 2025Q2: 31,592 shares; 2025Q3: 31,655 shares; 2025Q4: 32,226 shares; 2026Q1: 8,401 shares 8,401 $487K <0.01% -23,825 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,765 shares; 2025Q1: 3,737 shares; 2025Q2: 3,774 shares; 2025Q3: 6,088 shares; 2025Q4: 5,530 shares; 2026Q1: 5,136 shares 5,136 $486K <0.01% -394 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 11,198 shares; 2025Q1: 13,460 shares; 2025Q2: 14,590 shares; 2025Q3: 20,799 shares; 2025Q4: 22,839 shares; 2026Q1: 25,225 shares 25,225 $485K <0.01% +2,386 Timeline IBDR 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: 19,977 shares 19,977 $484K <0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,388 shares; 2024Q4: 20,288 shares; 2025Q1: 21,850 shares; 2025Q2: 22,584 shares; 2025Q3: 25,260 shares; 2025Q4: 25,257 shares; 2026Q1: 25,868 shares 25,868 $483K <0.01% +611 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,746 shares; 2025Q1: 5,300 shares; 2025Q2: 4,408 shares; 2025Q3: 4,256 shares; 2025Q4: 4,902 shares; 2026Q1: 3,868 shares 3,868 $483K <0.01% -1,034 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 1,125 shares; 2026Q1: 2,443 shares 2,443 $482K <0.01% +1,318 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,528 shares 2,528 $482K <0.01% new Timeline SCHK 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: 11,775 shares; 2025Q2: 11,431 shares; 2025Q3: 12,701 shares; 2025Q4: 16,583 shares; 2026Q1: 15,341 shares 15,341 $481K <0.01% -1,242 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 14,196 shares; 2025Q1: 15,350 shares; 2025Q2: 15,714 shares; 2025Q3: 16,000 shares; 2025Q4: 16,960 shares; 2026Q1: 22,076 shares 22,076 $478K <0.01% +5,116 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,685 shares 29,685 $477K <0.01% new Timeline VFMO 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: 3,181 shares; 2024Q4: 3,182 shares; 2025Q1: 3,183 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,413 shares 2,413 $476K <0.01% +1 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,338 shares; 2025Q1: 42,285 shares; 2025Q2: 42,423 shares; 2025Q3: 39,807 shares; 2025Q4: 41,199 shares; 2026Q1: 42,499 shares 42,499 $474K <0.01% +1,300 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,860 shares; 2025Q2: 4,835 shares; 2025Q3: 6,629 shares; 2025Q4: 25,320 shares; 2026Q1: 12,401 shares 12,401 $471K <0.01% -12,919 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,659 shares; 2025Q4: 13,673 shares; 2026Q1: 14,249 shares 14,249 $468K <0.01% +576 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: 1,279 shares; 2025Q2: 1,175 shares; 2025Q3: 1,107 shares; 2025Q4: 1,046 shares; 2026Q1: 1,006 shares 1,006 $467K <0.01% -40 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,783 shares; 2025Q2: 54,724 shares; 2025Q3: 53,883 shares; 2025Q4: 53,486 shares; 2026Q1: 9,148 shares 9,148 $466K <0.01% -44,338 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,759 shares; 2024Q4: 86,525 shares; 2025Q1: 86,864 shares; 2025Q2: 79,641 shares; 2025Q3: 71,996 shares; 2025Q4: 64,525 shares; 2026Q1: 59,963 shares 59,963 $461K <0.01% -4,562 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 945 shares; 2026Q1: 1,127 shares 1,127 $459K <0.01% +182 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 5,697 shares; 2026Q1: 5,606 shares 5,606 $459K <0.01% -91 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 4,018 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,689 shares 5,689 $458K <0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,671 shares; 2026Q1: 4,884 shares 4,884 $456K <0.01% +1,213 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,192 shares; 2025Q4: 3,013 shares; 2026Q1: 2,534 shares 2,534 $456K <0.01% -479 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,147 shares; 2025Q1: 2,034 shares; 2025Q2: 2,348 shares; 2025Q3: 2,898 shares; 2025Q4: 3,157 shares; 2026Q1: 3,755 shares 3,755 $454K <0.01% +598 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 3,406 shares; 2025Q4: 2,371 shares; 2026Q1: 2,598 shares 2,598 $454K <0.01% +227 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 463 shares; 2025Q4: 680 shares; 2026Q1: 867 shares 867 $453K <0.01% +187 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,901 shares; 2026Q1: 15,901 shares 15,901 $452K <0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 7,641 shares; 2025Q1: 6,843 shares; 2025Q2: 6,644 shares; 2025Q3: 6,425 shares; 2025Q4: 6,146 shares; 2026Q1: 6,057 shares 6,057 $452K <0.01% -89 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,617 shares; 2025Q2: 1,826 shares; 2025Q3: 1,596 shares; 2025Q4: 1,966 shares; 2026Q1: 3,337 shares 3,337 $451K <0.01% +1,371 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,942 shares 2,942 $450K <0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 6,985 shares; 2025Q4: 8,319 shares; 2026Q1: 8,758 shares 8,758 $450K <0.01% +439 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,082 shares; 2024Q4: 26,286 shares; 2025Q1: 25,516 shares; 2025Q2: 26,342 shares; 2025Q3: 26,321 shares; 2025Q4: 30,628 shares; 2026Q1: 28,746 shares 28,746 $450K <0.01% -1,882 Timeline CEMB 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: 12,258 shares; 2024Q4: 11,505 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 10,578 shares; 2025Q4: 9,913 shares; 2026Q1: 9,927 shares 9,927 $450K <0.01% +14 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: 4,809 shares; 2026Q1: 5,293 shares 5,293 $449K <0.01% +484 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 4,322 shares; 2025Q1: 4,307 shares; 2025Q2: 4,225 shares; 2025Q3: 4,175 shares; 2025Q4: 3,937 shares; 2026Q1: 3,881 shares 3,881 $449K <0.01% -56 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 498 shares; 2025Q2: 555 shares; 2025Q3: 692 shares; 2025Q4: 770 shares; 2026Q1: 830 shares 830 $447K <0.01% +60 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 4,911 shares; 2025Q1: 3,211 shares; 2025Q2: 3,285 shares; 2025Q3: 4,263 shares; 2025Q4: 4,766 shares; 2026Q1: 3,894 shares 3,894 $447K <0.01% -872 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 7,131 shares 7,131 $446K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,499 shares; 2025Q3: 4,526 shares; 2025Q4: 5,198 shares; 2026Q1: 5,271 shares 5,271 $446K <0.01% +73 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,225 shares; 2026Q1: 5,840 shares 5,840 $446K <0.01% +615 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,317 shares; 2026Q1: 17,119 shares 17,119 $445K <0.01% -198 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,864 shares; 2025Q2: 6,347 shares; 2025Q3: 6,449 shares; 2025Q4: 7,582 shares; 2026Q1: 9,279 shares 9,279 $445K <0.01% +1,697 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: 8,510 shares; 2026Q1: 10,709 shares 10,709 $442K <0.01% +2,199 Timeline GMAY 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: 12,174 shares; 2026Q1: 10,674 shares 10,674 $438K <0.01% -1,500 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,527 shares; 2026Q1: 6,593 shares 6,593 $437K <0.01% +2,066 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,190 shares; 2025Q3: 1,559 shares; 2025Q4: 852 shares; 2026Q1: 736 shares 736 $436K <0.01% -116 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,933 shares; 2025Q3: 2,018 shares; 2025Q4: 2,537 shares; 2026Q1: 3,123 shares 3,123 $436K <0.01% +586 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,253 shares; 2025Q2: 7,425 shares; 2025Q3: 7,536 shares; 2025Q4: 8,936 shares; 2026Q1: 10,852 shares 10,852 $436K <0.01% +1,916 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,037 shares; 2024Q4: 143,626 shares; 2025Q1: 110,555 shares; 2025Q2: 111,655 shares; 2025Q3: 113,066 shares; 2025Q4: 113,838 shares; 2026Q1: 12,362 shares 12,362 $434K <0.01% -101,476 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,195 shares 6,195 $429K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,331 shares; 2025Q2: 11,536 shares; 2025Q3: 11,704 shares; 2025Q4: 10,866 shares; 2026Q1: 20,231 shares 20,231 $428K <0.01% +9,365 Timeline LRGF 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: 6,478 shares; 2026Q1: 6,478 shares 6,478 $428K <0.01% 0 Timeline RDVI 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: 21,262 shares; 2024Q4: 21,649 shares; 2025Q1: 21,955 shares; 2025Q2: 22,251 shares; 2025Q3: 18,035 shares; 2025Q4: 16,917 shares; 2026Q1: 16,733 shares 16,733 $428K <0.01% -184 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,076 shares; 2025Q1: 11,119 shares; 2025Q2: 9,751 shares; 2025Q3: 9,751 shares; 2025Q4: 6,861 shares; 2026Q1: 14,484 shares 14,484 $427K <0.01% +7,623 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 6,108 shares; 2025Q1: 6,238 shares; 2025Q2: 6,435 shares; 2025Q3: 4,459 shares; 2025Q4: 5,980 shares; 2026Q1: 5,938 shares 5,938 $426K <0.01% -42 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,798 shares; 2025Q4: 4,127 shares; 2026Q1: 4,545 shares 4,545 $425K <0.01% +418 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 21,360 shares; 2025Q1: 22,439 shares; 2025Q2: 23,228 shares; 2025Q3: 24,765 shares; 2025Q4: 24,970 shares; 2026Q1: 25,315 shares 25,315 $423K <0.01% +345 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,165 shares; 2025Q4: 16,701 shares; 2026Q1: 17,335 shares 17,335 $421K <0.01% +634 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares; 2026Q1: 1,764 shares 1,764 $420K <0.01% +143 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares 805 $420K <0.01% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 4,756 shares; 2025Q1: 5,649 shares; 2025Q2: 3,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,592 shares 3,592 $418K <0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,172 shares 3,172 $416K <0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 5,906 shares; 2025Q3: 5,906 shares; 2025Q4: 7,498 shares; 2026Q1: 7,554 shares 7,554 $414K <0.01% +56 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 986 shares; 2026Q1: 1,202 shares 1,202 $413K <0.01% +216 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 10,918 shares; 2025Q1: 7,729 shares; 2025Q2: 7,977 shares; 2025Q3: 4,327 shares; 2025Q4: 5,145 shares; 2026Q1: 4,477 shares 4,477 $413K <0.01% -668 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,998 shares; 2025Q3: 55,439 shares; 2025Q4: 55,522 shares; 2026Q1: 59,994 shares 59,994 $412K <0.01% +4,472 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 899 shares; 2025Q2: 841 shares; 2025Q3: 882 shares; 2025Q4: 1,241 shares; 2026Q1: 1,311 shares 1,311 $412K <0.01% +70 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,219 shares 7,219 $411K <0.01% new Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,278 shares; 2025Q1: 12,708 shares; 2025Q2: 12,922 shares; 2025Q3: 12,414 shares; 2025Q4: 12,911 shares; 2026Q1: 12,935 shares 12,935 $409K <0.01% +24 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,498 shares; 2026Q1: 4,377 shares 4,377 $408K <0.01% -121 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 4,336 shares 4,336 $408K <0.01% +2,595 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 450 shares; 2025Q4: 791 shares; 2026Q1: 841 shares 841 $408K <0.01% +50 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,853 shares; 2024Q4: 21,304 shares; 2025Q1: 15,682 shares; 2025Q2: 14,071 shares; 2025Q3: 14,108 shares; 2025Q4: 13,479 shares; 2026Q1: 13,385 shares 13,385 $408K <0.01% -94 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,062 shares 3,062 $408K <0.01% new Timeline ZFEB 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: 12,260 shares; 2026Q1: 16,004 shares 16,004 $406K <0.01% +3,744 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: 1,476 shares; 2025Q4: 1,490 shares; 2026Q1: 1,969 shares 1,969 $406K <0.01% +479 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 3,071 shares; 2025Q4: 4,916 shares; 2026Q1: 4,903 shares 4,903 $406K <0.01% -13 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 4,535 shares 4,535 $405K <0.01% +576 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares 5,170 $404K <0.01% 0 Timeline DFEB 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: 8,527 shares; 2026Q1: 8,502 shares 8,502 $403K <0.01% -25 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,212 shares; 2026Q1: 13,262 shares 13,262 $402K <0.01% +50 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,444 shares 9,444 $401K <0.01% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 3,406 shares 3,406 $401K <0.01% +1,138 Timeline BIBL 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: 6,926 shares; 2024Q4: 6,927 shares; 2025Q1: 6,677 shares; 2025Q2: 7,372 shares; 2025Q3: 8,119 shares; 2025Q4: 8,483 shares; 2026Q1: 8,483 shares 8,483 $400K <0.01% 0 Timeline DWM 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: 5,711 shares 5,711 $399K <0.01% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 14,079 shares; 2025Q1: 14,940 shares; 2025Q2: 15,532 shares; 2025Q3: 15,566 shares; 2025Q4: 15,600 shares; 2026Q1: 18,861 shares 18,861 $399K <0.01% +3,261 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,565 shares; 2025Q2: 5,612 shares; 2025Q3: 5,666 shares; 2025Q4: 8,092 shares; 2026Q1: 9,231 shares 9,231 $398K <0.01% +1,139 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,381 shares 21,381 $398K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,589 shares; 2025Q1: 2,543 shares; 2025Q2: 2,742 shares; 2025Q3: 3,396 shares; 2025Q4: 3,394 shares; 2026Q1: 4,130 shares 4,130 $398K <0.01% +736 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,362 shares; 2025Q1: 4,351 shares; 2025Q2: 4,392 shares; 2025Q3: 6,832 shares; 2025Q4: 5,464 shares; 2026Q1: 6,095 shares 6,095 $397K <0.01% +631 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 7,714 shares; 2025Q1: 7,565 shares; 2025Q2: 6,699 shares; 2025Q3: 6,400 shares; 2025Q4: 5,850 shares; 2026Q1: 5,900 shares 5,900 $394K <0.01% +50 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,493 shares; 2025Q1: 18,299 shares; 2025Q2: 18,299 shares; 2025Q3: 18,466 shares; 2025Q4: 24,770 shares; 2026Q1: 18,172 shares 18,172 $394K <0.01% -6,598 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,659 shares; 2025Q1: 1,693 shares; 2025Q2: 1,688 shares; 2025Q3: 1,700 shares; 2025Q4: 1,990 shares; 2026Q1: 1,902 shares 1,902 $393K <0.01% -88 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 3,119 shares; 2026Q1: 5,848 shares 5,848 $393K <0.01% +2,729 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 24,707 shares; 2025Q1: 30,644 shares; 2025Q2: 28,147 shares; 2025Q3: 27,743 shares; 2025Q4: 28,159 shares; 2026Q1: 18,418 shares 18,418 $393K <0.01% -9,741 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares 4,111 $390K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 7,469 shares; 2025Q4: 10,207 shares; 2026Q1: 6,065 shares 6,065 $389K <0.01% -4,142 Timeline IBDS 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: 15,980 shares 15,980 $387K <0.01% new Timeline ZMAR 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: 14,008 shares; 2026Q1: 14,008 shares 14,008 $386K <0.01% 0 Timeline FYT 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: 4,507 shares; 2025Q1: 4,657 shares; 2025Q2: 4,914 shares; 2025Q3: 6,214 shares; 2025Q4: 6,204 shares; 2026Q1: 6,239 shares 6,239 $386K <0.01% +35 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 19,415 shares; 2025Q1: 20,606 shares; 2025Q2: 21,403 shares; 2025Q3: 22,969 shares; 2025Q4: 23,010 shares; 2026Q1: 23,356 shares 23,356 $384K <0.01% +346 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,065 shares; 2026Q1: 83,465 shares 83,465 $384K <0.01% +55,400 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 3,311 shares; 2025Q2: 3,269 shares; 2025Q3: 3,457 shares; 2025Q4: 3,918 shares; 2026Q1: 3,843 shares 3,843 $382K <0.01% -75 Timeline XHE 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: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares; 2026Q1: 4,855 shares 4,855 $380K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 4,274 shares; 2025Q3: 6,496 shares; 2025Q4: 8,172 shares; 2026Q1: 6,707 shares 6,707 $379K <0.01% -1,465 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,772 shares 5,772 $378K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 3,042 shares; 2025Q4: 3,265 shares; 2026Q1: 3,448 shares 3,448 $378K <0.01% +183 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,854 shares; 2025Q1: 2,813 shares; 2025Q2: 2,545 shares; 2025Q3: 2,539 shares; 2025Q4: 2,540 shares; 2026Q1: 2,754 shares 2,754 $378K <0.01% +214 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 5,185 shares; 2025Q4: 5,059 shares; 2026Q1: 6,676 shares 6,676 $377K <0.01% +1,617 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 354 shares; 2025Q1: 366 shares; 2025Q2: 355 shares; 2025Q3: 312 shares; 2025Q4: 345 shares; 2026Q1: 352 shares 352 $376K <0.01% +7 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 31,533 shares; 2025Q1: 31,583 shares; 2025Q2: 31,590 shares; 2025Q3: 31,693 shares; 2025Q4: 31,637 shares; 2026Q1: 29,879 shares 29,879 $376K <0.01% -1,758 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471 shares; 2026Q1: 690 shares 690 $375K <0.01% +219 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 5,436 shares; 2025Q2: 5,647 shares; 2025Q3: 4,601 shares; 2025Q4: not reported; 2026Q1: 6,320 shares 6,320 $374K <0.01% new Timeline AUGM 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: 10,973 shares; 2026Q1: 10,973 shares 10,973 $372K <0.01% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,674 shares; 2025Q3: 6,130 shares; 2025Q4: 4,959 shares; 2026Q1: 7,335 shares 7,335 $371K <0.01% +2,376 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 1,964 shares; 2026Q1: 2,589 shares 2,589 $371K <0.01% +625 Timeline BSCW 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: 12,674 shares; 2024Q4: 14,874 shares; 2025Q1: 15,748 shares; 2025Q2: 16,349 shares; 2025Q3: 16,384 shares; 2025Q4: 16,418 shares; 2026Q1: 17,913 shares 17,913 $369K <0.01% +1,495 Timeline SEPM 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: 11,632 shares; 2026Q1: 11,632 shares 11,632 $368K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,237 shares; 2025Q4: 1,615 shares; 2026Q1: 2,420 shares 2,420 $364K <0.01% +805 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $360K <0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,552 shares; 2025Q3: 10,612 shares; 2025Q4: 11,684 shares; 2026Q1: 11,896 shares 11,896 $358K <0.01% +212 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,691 shares 4,691 $358K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,282 shares; 2026Q1: 1,587 shares 1,587 $358K <0.01% +305 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,754 shares; 2026Q1: 3,367 shares 3,367 $358K <0.01% +613 Timeline TQQQ 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: 8,350 shares; 2025Q2: 9,878 shares; 2025Q3: 10,408 shares; 2025Q4: 7,806 shares; 2026Q1: 8,571 shares 8,571 $357K <0.01% +765 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359 shares 2,359 $357K <0.01% new Timeline ZSEP 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: 13,330 shares; 2026Q1: 13,330 shares 13,330 $356K <0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,547 shares 13,547 $355K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,429 shares; 2026Q1: 1,738 shares 1,738 $355K <0.01% +309 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,767 shares; 2025Q4: 2,019 shares; 2026Q1: 1,936 shares 1,936 $354K <0.01% -83 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: 45,000 shares; 2026Q1: 68,000 shares 68,000 $352K <0.01% +23,000 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $352K <0.01% new Timeline IBD 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: 14,691 shares; 2026Q1: 14,734 shares 14,734 $352K <0.01% +43 Timeline IHE 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: 3,900 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 4,045 shares; 2026Q1: 4,052 shares 4,052 $351K <0.01% +7 Timeline VFC V F CORP More: the full row for V F 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: 12,619 shares; 2025Q4: 14,679 shares; 2026Q1: 20,521 shares 20,521 $349K <0.01% +5,842 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,578 shares 12,578 $348K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,644 shares; 2026Q1: 18,593 shares 18,593 $348K <0.01% +4,949 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,922 shares; 2026Q1: 2,719 shares 2,719 $347K <0.01% -203 Timeline EEMA 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: 11,657 shares; 2025Q3: 11,564 shares; 2025Q4: 10,995 shares; 2026Q1: 3,623 shares 3,623 $347K <0.01% -7,372 Timeline EWA 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: 13,523 shares; 2026Q1: 12,494 shares 12,494 $347K <0.01% -1,029 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,734 shares 12,734 $346K <0.01% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 7,390 shares; 2025Q4: 9,350 shares; 2026Q1: 12,424 shares 12,424 $344K <0.01% +3,074 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,913 shares; 2026Q1: 9,235 shares 9,235 $344K <0.01% +4,322 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,701 shares 14,701 $344K <0.01% new Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,954 shares; 2025Q1: 1,954 shares; 2025Q2: 2,037 shares; 2025Q3: 2,053 shares; 2025Q4: 2,013 shares; 2026Q1: 2,048 shares 2,048 $343K <0.01% +35 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 353 shares; 2025Q2: 480 shares; 2025Q3: 762 shares; 2025Q4: 874 shares; 2026Q1: 1,399 shares 1,399 $341K <0.01% +525 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,386 shares; 2025Q2: 11,386 shares; 2025Q3: 16,988 shares; 2025Q4: 11,386 shares; 2026Q1: 13,786 shares 13,786 $341K <0.01% +2,400 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,371 shares; 2025Q1: 12,545 shares; 2025Q2: 11,500 shares; 2025Q3: 11,788 shares; 2025Q4: 14,735 shares; 2026Q1: 16,442 shares 16,442 $341K <0.01% +1,707 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,169 shares; 2025Q1: 5,244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,276 shares 5,276 $341K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $340K <0.01% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,452 shares 5,452 $337K <0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,494 shares; 2025Q1: 3,591 shares; 2025Q2: 3,591 shares; 2025Q3: 3,591 shares; 2025Q4: 3,997 shares; 2026Q1: 3,902 shares 3,902 $337K <0.01% -95 Timeline HEDJ 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: 5,382 shares; 2025Q1: 6,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares 6,409 $335K <0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 2,676 shares; 2026Q1: 3,302 shares 3,302 $335K <0.01% +626 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 2,832 shares; 2025Q4: 2,499 shares; 2026Q1: 2,459 shares 2,459 $330K <0.01% -40 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 713 shares; 2025Q2: 789 shares; 2025Q3: 783 shares; 2025Q4: 1,171 shares; 2026Q1: 1,127 shares 1,127 $327K <0.01% -44 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $327K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,558 shares 4,558 $326K <0.01% new Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND 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: 10,003 shares; 2025Q4: 10,003 shares; 2026Q1: 10,004 shares 10,004 $325K <0.01% +1 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 1,585 shares; 2025Q4: not reported; 2026Q1: 2,443 shares 2,443 $325K <0.01% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,292 shares 4,292 $325K <0.01% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,759 shares 6,759 $324K <0.01% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,576 shares; 2025Q1: 4,542 shares; 2025Q2: 4,602 shares; 2025Q3: 4,816 shares; 2025Q4: 4,873 shares; 2026Q1: 4,962 shares 4,962 $323K <0.01% +89 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,596 shares 7,596 $322K <0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 1,469 shares 1,469 $321K <0.01% +291 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,226 shares; 2026Q1: 9,199 shares 9,199 $321K <0.01% -27 Timeline HYBX TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,020 shares; 2025Q3: 23,310 shares; 2025Q4: 33,440 shares; 2026Q1: 10,801 shares 10,801 $320K <0.01% -22,639 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,545 shares; 2026Q1: 10,170 shares 10,170 $320K <0.01% -1,375 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,719 shares; 2025Q4: 6,983 shares; 2026Q1: 7,286 shares 7,286 $319K <0.01% +303 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,022 shares; 2025Q1: 8,499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,219 shares 5,219 $319K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,626 shares; 2025Q2: 1,596 shares; 2025Q3: 1,636 shares; 2025Q4: 2,005 shares; 2026Q1: 2,015 shares 2,015 $318K <0.01% +10 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 6,310 shares; 2025Q3: 6,375 shares; 2025Q4: 6,446 shares; 2026Q1: 6,522 shares 6,522 $318K <0.01% +76 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 1,016 shares; 2025Q4: 1,155 shares; 2026Q1: 1,149 shares 1,149 $318K <0.01% -6 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,429 shares 4,429 $318K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,470 shares 4,470 $317K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,247 shares; 2026Q1: 3,819 shares 3,819 $316K <0.01% +572 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,543 shares 8,543 $316K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,803 shares; 2025Q4: 4,176 shares; 2026Q1: 4,297 shares 4,297 $316K <0.01% +121 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,842 shares; 2025Q4: 5,647 shares; 2026Q1: 5,647 shares 5,647 $315K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,573 shares; 2025Q1: 28,149 shares; 2025Q2: 28,209 shares; 2025Q3: 29,209 shares; 2025Q4: 30,299 shares; 2026Q1: 30,406 shares 30,406 $313K <0.01% +107 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,466 shares; 2025Q1: 6,608 shares; 2025Q2: 6,505 shares; 2025Q3: 6,505 shares; 2025Q4: 6,760 shares; 2026Q1: 5,601 shares 5,601 $313K <0.01% -1,159 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares 1,173 $311K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,927 shares 46,927 $311K <0.01% new Timeline FNX 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: not reported; 2025Q1: not reported; 2025Q2: 2,417 shares; 2025Q3: 2,417 shares; 2025Q4: 2,417 shares; 2026Q1: 2,417 shares 2,417 $310K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,026 shares; 2026Q1: 6,824 shares 6,824 $307K <0.01% +798 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS 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: 8,252 shares; 2025Q3: 8,917 shares; 2025Q4: 11,926 shares; 2026Q1: 11,932 shares 11,932 $306K <0.01% +6 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,763 shares 7,763 $306K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 3,381 shares; 2026Q1: 2,944 shares 2,944 $305K <0.01% -437 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,598 shares; 2026Q1: 4,677 shares 4,677 $305K <0.01% +79 Timeline KB KB FINL GROUP INC More: the full row for KB 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: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,036 shares; 2025Q4: 2,670 shares; 2026Q1: 3,059 shares 3,059 $305K <0.01% +389 Timeline IBHF 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: 13,155 shares 13,155 $302K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,828 shares; 2025Q1: 14,084 shares; 2025Q2: 15,080 shares; 2025Q3: 13,676 shares; 2025Q4: 30,190 shares; 2026Q1: 20,170 shares 20,170 $301K <0.01% -10,020 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares; 2026Q1: 6,387 shares 6,387 $300K <0.01% -300 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS 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: not reported; 2025Q3: 1,119 shares; 2025Q4: 2,105 shares; 2026Q1: 1,823 shares 1,823 $300K <0.01% -282 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: 2,031 shares; 2025Q2: 2,081 shares; 2025Q3: 2,018 shares; 2025Q4: 2,218 shares; 2026Q1: 2,067 shares 2,067 $300K <0.01% -151 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 840 shares; 2026Q1: 907 shares 907 $300K <0.01% +67 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 1,377 shares; 2025Q3: 1,196 shares; 2025Q4: 1,329 shares; 2026Q1: 1,456 shares 1,456 $300K <0.01% +127 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,684 shares; 2026Q1: 14,899 shares 14,899 $299K <0.01% +1,215 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,948 shares 1,948 $298K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,673 shares; 2026Q1: 6,672 shares 6,672 $298K <0.01% -1 Timeline JAJL 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: 9,504 shares; 2026Q1: 10,204 shares 10,204 $297K <0.01% +700 Timeline VSGX 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: 11,750 shares; 2024Q4: 6,847 shares; 2025Q1: 4,310 shares; 2025Q2: 4,266 shares; 2025Q3: 4,144 shares; 2025Q4: 3,768 shares; 2026Q1: 4,108 shares 4,108 $295K <0.01% +340 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,371 shares; 2025Q1: 2,463 shares; 2025Q2: 2,514 shares; 2025Q3: 2,720 shares; 2025Q4: 3,301 shares; 2026Q1: 3,040 shares 3,040 $294K <0.01% -261 Timeline KT KT CORP More: the full row for KT 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: 13,620 shares 13,620 $292K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,813 shares; 2026Q1: 2,474 shares 2,474 $292K <0.01% +661 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,284 shares; 2026Q1: 6,234 shares 6,234 $291K <0.01% -50 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM 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: not reported; 2026Q1: 5,851 shares 5,851 $291K <0.01% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 2,975 shares 2,975 $291K <0.01% -200 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,414 shares; 2025Q4: 1,460 shares; 2026Q1: 1,440 shares 1,440 $290K <0.01% -20 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,046 shares; 2025Q1: 6,056 shares; 2025Q2: 6,066 shares; 2025Q3: 6,075 shares; 2025Q4: 6,084 shares; 2026Q1: 6,093 shares 6,093 $290K <0.01% +9 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,470 shares; 2025Q3: 3,753 shares; 2025Q4: 4,168 shares; 2026Q1: 4,286 shares 4,286 $290K <0.01% +118 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,985 shares 20,985 $289K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,433 shares; 2025Q1: 16,135 shares; 2025Q2: 16,315 shares; 2025Q3: 16,321 shares; 2025Q4: 18,346 shares; 2026Q1: 17,212 shares 17,212 $289K <0.01% -1,134 Timeline DFCF 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: 8,566 shares; 2024Q4: 8,566 shares; 2025Q1: 8,895 shares; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 6,849 shares 6,849 $289K <0.01% -2,046 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,198 shares; 2025Q2: 28,198 shares; 2025Q3: 28,198 shares; 2025Q4: 28,198 shares; 2026Q1: 28,408 shares 28,408 $288K <0.01% +210 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 4,197 shares; 2025Q3: not reported; 2025Q4: 4,593 shares; 2026Q1: 4,381 shares 4,381 $288K <0.01% -212 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 6,194 shares; 2025Q4: 2,974 shares; 2026Q1: 3,147 shares 3,147 $288K <0.01% +173 Timeline GAP GAP INC More: the full row for GAP 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: 11,826 shares 11,826 $286K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,928 shares; 2025Q1: 2,834 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,463 shares 1,463 $286K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 1,038 shares; 2025Q2: 1,070 shares; 2025Q3: 437 shares; 2025Q4: 613 shares; 2026Q1: 672 shares 672 $286K <0.01% +59 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: 5,227 shares; 2025Q1: 5,234 shares; 2025Q2: 5,246 shares; 2025Q3: 5,366 shares; 2025Q4: 5,342 shares; 2026Q1: 5,393 shares 5,393 $284K <0.01% +51 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,392 shares; 2025Q1: 37,706 shares; 2025Q2: 36,973 shares; 2025Q3: 36,141 shares; 2025Q4: 36,308 shares; 2026Q1: 46,809 shares 46,809 $284K <0.01% +10,501 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,050 shares; 2025Q2: 13,450 shares; 2025Q3: 13,481 shares; 2025Q4: 12,481 shares; 2026Q1: 11,218 shares 11,218 $281K <0.01% -1,263 Timeline QSPT 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: 9,184 shares; 2026Q1: 9,184 shares 9,184 $281K <0.01% 0 Timeline IBDT 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: 11,096 shares 11,096 $281K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 3,464 shares 3,464 $280K <0.01% -579 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $280K <0.01% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,046 shares; 2026Q1: 7,372 shares 7,372 $280K <0.01% -5,674 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 7,587 shares 7,587 $279K <0.01% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,993 shares; 2025Q2: 11,139 shares; 2025Q3: 11,297 shares; 2025Q4: 11,213 shares; 2026Q1: 11,476 shares 11,476 $279K <0.01% +263 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,215 shares; 2026Q1: 22,892 shares 22,892 $279K <0.01% +4,677 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,902 shares 10,902 $278K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares 4,138 $278K <0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,812 shares; 2025Q3: 11,967 shares; 2025Q4: 12,021 shares; 2026Q1: 12,674 shares 12,674 $277K <0.01% +653 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 6,829 shares; 2025Q3: 8,073 shares; 2025Q4: not reported; 2026Q1: 14,797 shares 14,797 $276K <0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares; 2026Q1: 3,491 shares 3,491 $276K <0.01% +477 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,492 shares 1,492 $276K <0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,553 shares 2,553 $276K <0.01% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,966 shares; 2025Q4: not reported; 2026Q1: 3,634 shares 3,634 $274K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,599 shares 1,599 $274K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,150 shares; 2025Q3: 14,889 shares; 2025Q4: 27,756 shares; 2026Q1: 24,296 shares 24,296 $274K <0.01% -3,460 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,218 shares; 2025Q1: not reported; 2025Q2: 6,588 shares; 2025Q3: 6,633 shares; 2025Q4: 6,633 shares; 2026Q1: 7,606 shares 7,606 $274K <0.01% +973 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,212 shares; 2026Q1: 6,212 shares 6,212 $273K <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: 12,666 shares; 2025Q1: 12,666 shares; 2025Q2: 12,666 shares; 2025Q3: 12,666 shares; 2025Q4: 12,666 shares; 2026Q1: 12,666 shares 12,666 $273K <0.01% 0 Timeline RSPD 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: 3,922 shares; 2025Q3: 5,447 shares; 2025Q4: 5,238 shares; 2026Q1: 5,089 shares 5,089 $272K <0.01% -149 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,991 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,870 shares 7,870 $272K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 856 shares; 2025Q3: 1,068 shares; 2025Q4: 1,762 shares; 2026Q1: 1,817 shares 1,817 $272K <0.01% +55 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,818 shares; 2025Q3: 5,000 shares; 2025Q4: 5,305 shares; 2026Q1: 5,497 shares 5,497 $272K <0.01% +192 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: not reported; 2025Q1: 1,404 shares; 2025Q2: 2,303 shares; 2025Q3: 2,104 shares; 2025Q4: not reported; 2026Q1: 2,067 shares 2,067 $271K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,487 shares 3,487 $270K <0.01% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 4,546 shares 4,546 $270K <0.01% +3,102 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,683 shares 1,683 $270K <0.01% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,576 shares; 2026Q1: 1,551 shares 1,551 $269K <0.01% -25 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,916 shares 2,916 $269K <0.01% new Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 15,700 shares; 2025Q1: 14,619 shares; 2025Q2: 16,583 shares; 2025Q3: 11,855 shares; 2025Q4: 7,522 shares; 2026Q1: 5,983 shares 5,983 $269K <0.01% -1,539 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI 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: 3,934 shares; 2026Q1: 3,621 shares 3,621 $269K <0.01% -313 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,322 shares; 2025Q3: 10,353 shares; 2025Q4: 11,656 shares; 2026Q1: 10,546 shares 10,546 $269K <0.01% -1,110 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,609 shares; 2025Q1: 77,640 shares; 2025Q2: 15,859 shares; 2025Q3: 15,902 shares; 2025Q4: 18,792 shares; 2026Q1: 19,066 shares 19,066 $269K <0.01% +274 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 3,754 shares 3,754 $268K <0.01% -227 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,307 shares 1,307 $268K <0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares; 2026Q1: 3,694 shares 3,694 $268K <0.01% -571 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 1,311 shares; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $268K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,171 shares; 2025Q4: 9,322 shares; 2026Q1: 9,255 shares 9,255 $267K <0.01% -67 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,312 shares; 2025Q2: 11,812 shares; 2025Q3: 10,412 shares; 2025Q4: 15,804 shares; 2026Q1: 14,754 shares 14,754 $267K <0.01% -1,050 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 961 shares; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 963 shares; 2026Q1: 1,125 shares 1,125 $266K <0.01% +162 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,793 shares; 2025Q1: 16,338 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,488 shares 1,488 $265K <0.01% +108 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,518 shares; 2025Q1: 6,514 shares; 2025Q2: 5,756 shares; 2025Q3: 6,649 shares; 2025Q4: 6,784 shares; 2026Q1: 6,842 shares 6,842 $265K <0.01% +58 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 845 shares 845 $264K <0.01% +74 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,585 shares; 2026Q1: 9,585 shares 9,585 $263K <0.01% 0 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,296 shares; 2026Q1: 7,296 shares 7,296 $263K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,727 shares; 2025Q1: 2,035 shares; 2025Q2: 2,137 shares; 2025Q3: 2,372 shares; 2025Q4: 2,073 shares; 2026Q1: 1,752 shares 1,752 $263K <0.01% -321 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,051 shares; 2024Q4: 54,049 shares; 2025Q1: 46,147 shares; 2025Q2: 44,283 shares; 2025Q3: 42,112 shares; 2025Q4: 32,107 shares; 2026Q1: 31,925 shares 31,925 $263K <0.01% -182 Timeline EWY 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: 2,209 shares; 2026Q1: 2,129 shares 2,129 $262K <0.01% -80 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,599 shares 8,599 $262K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 2,004 shares; 2026Q1: 2,191 shares 2,191 $262K <0.01% +187 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 5,344 shares 5,344 $262K <0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,035 shares; 2025Q1: 15,078 shares; 2025Q2: 15,119 shares; 2025Q3: 17,975 shares; 2025Q4: 15,201 shares; 2026Q1: 15,252 shares 15,252 $261K <0.01% +51 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 2,034 shares 2,034 $260K <0.01% new Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 11,089 shares; 2025Q3: 11,213 shares; 2025Q4: 19,184 shares; 2026Q1: 20,506 shares 20,506 $259K <0.01% +1,322 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,663 shares; 2025Q4: 3,652 shares; 2026Q1: 3,749 shares 3,749 $258K <0.01% +97 Timeline SPUT 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: 2,383 shares; 2026Q1: 9,732 shares 9,732 $258K <0.01% +7,349 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares 1,248 $255K <0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,600 shares 9,600 $255K <0.01% new Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 3,516 shares 3,516 $255K <0.01% +2,845 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP 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: 29,980 shares 29,980 $255K <0.01% new Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 2,306 shares; 2025Q4: 2,372 shares; 2026Q1: 2,391 shares 2,391 $254K <0.01% +19 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,513 shares; 2025Q4: 5,005 shares; 2026Q1: 4,754 shares 4,754 $253K <0.01% -251 Timeline IFV 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: 10,003 shares; 2026Q1: 10,003 shares 10,003 $253K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,019 shares; 2025Q1: 13,676 shares; 2025Q2: 16,065 shares; 2025Q3: 18,597 shares; 2025Q4: 19,422 shares; 2026Q1: 20,546 shares 20,546 $252K <0.01% +1,124 Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 1,415 shares 1,415 $252K <0.01% new Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,035 shares; 2025Q1: 44,814 shares; 2025Q2: 34,749 shares; 2025Q3: 33,465 shares; 2025Q4: 28,748 shares; 2026Q1: 27,775 shares 27,775 $251K <0.01% -973 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is 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: 3,057 shares 3,057 $251K <0.01% new Timeline IBHI 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: 11,916 shares; 2025Q2: 11,954 shares; 2025Q3: 12,084 shares; 2025Q4: 12,281 shares; 2026Q1: 10,777 shares 10,777 $251K <0.01% -1,504 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,162 shares; 2024Q4: 35,771 shares; 2025Q1: 35,197 shares; 2025Q2: 6,521 shares; 2025Q3: 5,811 shares; 2025Q4: 6,362 shares; 2026Q1: 5,928 shares 5,928 $251K <0.01% -434 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,160 shares; 2025Q4: 8,428 shares; 2026Q1: 9,254 shares 9,254 $250K <0.01% +826 Timeline CALF 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: 6,224 shares; 2026Q1: 5,567 shares 5,567 $250K <0.01% -657 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,047 shares; 2025Q1: 7,525 shares; 2025Q2: 6,020 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares 5,382 $250K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,590 shares 3,590 $249K <0.01% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,520 shares; 2025Q1: 20,494 shares; 2025Q2: 20,092 shares; 2025Q3: 19,712 shares; 2025Q4: 19,617 shares; 2026Q1: 22,673 shares 22,673 $248K <0.01% +3,056 Timeline SPYX 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: 4,311 shares; 2025Q3: 4,374 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares 4,674 $248K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 1,637 shares; 2025Q3: 1,786 shares; 2025Q4: 2,245 shares; 2026Q1: 1,733 shares 1,733 $248K <0.01% -512 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,733 shares; 2024Q4: 30,812 shares; 2025Q1: 16,873 shares; 2025Q2: 13,150 shares; 2025Q3: 11,836 shares; 2025Q4: 11,571 shares; 2026Q1: 11,005 shares 11,005 $248K <0.01% -566 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,253 shares 1,253 $247K <0.01% -70 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $247K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,542 shares; 2026Q1: 4,650 shares 4,650 $246K <0.01% +1,108 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,547 shares 4,547 $246K <0.01% new Timeline RDVY 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: 3,598 shares 3,598 $246K <0.01% new Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,457 shares; 2026Q1: 2,488 shares 2,488 $245K <0.01% +31 Timeline CPSR 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: 9,660 shares; 2025Q2: 9,660 shares; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares; 2026Q1: 9,660 shares 9,660 $244K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 18,536 shares; 2025Q1: 17,330 shares; 2025Q2: 16,301 shares; 2025Q3: 12,496 shares; 2025Q4: 12,195 shares; 2026Q1: 14,099 shares 14,099 $243K <0.01% +1,904 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,303 shares; 2025Q3: 4,268 shares; 2025Q4: 4,397 shares; 2026Q1: 5,151 shares 5,151 $242K <0.01% +754 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265 shares; 2026Q1: 10,752 shares 10,752 $241K <0.01% -513 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 607 shares; 2026Q1: 603 shares 603 $241K <0.01% -4 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,869 shares; 2025Q1: 14,882 shares; 2025Q2: 15,007 shares; 2025Q3: 15,122 shares; 2025Q4: 15,241 shares; 2026Q1: 14,958 shares 14,958 $241K <0.01% -283 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: not reported; 2025Q1: 4,757 shares; 2025Q2: 4,763 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,914 shares 10,914 $239K <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,155 shares; 2025Q4: 2,245 shares; 2026Q1: 2,183 shares 2,183 $239K <0.01% -62 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares 1,971 $238K <0.01% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,304 shares; 2025Q3: 10,318 shares; 2025Q4: 10,333 shares; 2026Q1: 10,350 shares 10,350 $238K <0.01% +17 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,621 shares; 2025Q1: 32,675 shares; 2025Q2: 31,972 shares; 2025Q3: 30,002 shares; 2025Q4: 26,966 shares; 2026Q1: 21,487 shares 21,487 $237K <0.01% -5,479 Timeline FIXD 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: 23,486 shares; 2025Q2: 23,486 shares; 2025Q3: 26,651 shares; 2025Q4: 5,421 shares; 2026Q1: 5,421 shares 5,421 $236K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,858 shares; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: not reported; 2025Q4: 1,866 shares; 2026Q1: 1,877 shares 1,877 $236K <0.01% +11 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,182 shares 2,182 $236K <0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $235K <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,647 shares; 2026Q1: 6,816 shares 6,816 $235K <0.01% +169 Timeline FSEP 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: 4,665 shares; 2026Q1: 4,665 shares 4,665 $235K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,109 shares 6,109 $235K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,206 shares; 2025Q1: 10,064 shares; 2025Q2: 10,726 shares; 2025Q3: 10,030 shares; 2025Q4: 11,884 shares; 2026Q1: 8,557 shares 8,557 $234K <0.01% -3,327 Timeline NNN NNN REIT INC More: the full row for NNN 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: 5,172 shares; 2025Q4: not reported; 2026Q1: 5,553 shares 5,553 $233K <0.01% new Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR 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: 4,060 shares; 2026Q1: 4,060 shares 4,060 $233K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 3,184 shares 3,184 $232K <0.01% +260 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 352 shares; 2025Q4: 714 shares; 2026Q1: 582 shares 582 $231K <0.01% -132 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 5,181 shares; 2025Q1: 4,981 shares; 2025Q2: 4,881 shares; 2025Q3: 4,881 shares; 2025Q4: 4,881 shares; 2026Q1: 4,881 shares 4,881 $230K <0.01% 0 Timeline GJUN 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: 6,011 shares; 2026Q1: 5,831 shares 5,831 $230K <0.01% -180 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,440 shares; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares 5,440 $230K <0.01% 0 Timeline IXG 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: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990 $227K <0.01% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,322 shares 8,322 $226K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 4,480 shares; 2025Q4: 4,166 shares; 2026Q1: 4,506 shares 4,506 $225K <0.01% +340 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: not reported; 2026Q1: 2,975 shares 2,975 $224K <0.01% new Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,930 shares 10,930 $224K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,159 shares; 2025Q2: 17,554 shares; 2025Q3: 13,693 shares; 2025Q4: 15,434 shares; 2026Q1: 13,370 shares 13,370 $224K <0.01% -2,064 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 2,269 shares; 2026Q1: 1,984 shares 1,984 $224K <0.01% -285 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,042 shares; 2025Q4: 13,352 shares; 2026Q1: 16,513 shares 16,513 $223K <0.01% +3,161 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,602 shares; 2025Q1: 32,602 shares; 2025Q2: 31,642 shares; 2025Q3: 27,727 shares; 2025Q4: 27,727 shares; 2026Q1: 26,179 shares 26,179 $223K <0.01% -1,548 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454 $221K <0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY 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: 805 shares; 2025Q4: 903 shares; 2026Q1: 913 shares 913 $221K <0.01% +10 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,558 shares; 2026Q1: 3,581 shares 3,581 $220K <0.01% -977 Timeline IBTP 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: 8,078 shares; 2025Q2: 8,551 shares; 2025Q3: 8,551 shares; 2025Q4: 8,551 shares; 2026Q1: 8,551 shares 8,551 $219K <0.01% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $219K <0.01% new Timeline IDEV 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: 2,632 shares; 2025Q4: 2,823 shares; 2026Q1: 2,610 shares 2,610 $218K <0.01% -213 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 8,338 shares; 2025Q1: 5,575 shares; 2025Q2: 5,383 shares; 2025Q3: 5,067 shares; 2025Q4: 4,978 shares; 2026Q1: 4,991 shares 4,991 $218K <0.01% +13 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 17,449 shares; 2025Q1: 17,768 shares; 2025Q2: 19,366 shares; 2025Q3: 17,754 shares; 2025Q4: 18,353 shares; 2026Q1: 22,279 shares 22,279 $218K <0.01% +3,926 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,079 shares; 2026Q1: 3,329 shares 3,329 $217K <0.01% +250 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,943 shares 1,943 $216K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594 shares 594 $216K <0.01% new Timeline CPSD 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: 8,276 shares; 2025Q1: not reported; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares 8,276 $214K <0.01% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,643 shares; 2025Q2: 8,979 shares; 2025Q3: 8,764 shares; 2025Q4: 9,143 shares; 2026Q1: 9,254 shares 9,254 $214K <0.01% +111 Timeline ISMD 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: 5,347 shares; 2026Q1: 5,347 shares 5,347 $214K <0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,855 shares; 2025Q1: 19,855 shares; 2025Q2: 19,855 shares; 2025Q3: 19,855 shares; 2025Q4: 18,697 shares; 2026Q1: 19,392 shares 19,392 $214K <0.01% +695 Timeline CPSN 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: 7,960 shares; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 7,960 shares 7,960 $213K <0.01% 0 Timeline CPSY 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: 8,512 shares; 2025Q3: 8,512 shares; 2025Q4: 8,512 shares; 2026Q1: 8,512 shares 8,512 $213K <0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,316 shares; 2024Q4: 43,316 shares; 2025Q1: 43,316 shares; 2025Q2: 43,316 shares; 2025Q3: 43,316 shares; 2025Q4: 43,316 shares; 2026Q1: 44,316 shares 44,316 $213K <0.01% +1,000 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 831 shares 831 $212K <0.01% -72 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares 4,280 $212K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,762 shares; 2025Q1: 19,924 shares; 2025Q2: 35,008 shares; 2025Q3: 44,898 shares; 2025Q4: 44,889 shares; 2026Q1: 27,558 shares 27,558 $211K <0.01% -17,331 Timeline NTES NETEASE COM INC More: the full row for NETEASE 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: 1,886 shares 1,886 $211K <0.01% new Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,958 shares; 2025Q1: 28,979 shares; 2025Q2: 28,283 shares; 2025Q3: 28,377 shares; 2025Q4: 28,473 shares; 2026Q1: 29,066 shares 29,066 $211K <0.01% +593 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,059 shares 7,059 $210K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,342 shares; 2025Q4: 4,397 shares; 2026Q1: 4,336 shares 4,336 $209K <0.01% -61 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,761 shares; 2025Q1: 2,913 shares; 2025Q2: 2,913 shares; 2025Q3: 2,164 shares; 2025Q4: 2,215 shares; 2026Q1: 2,116 shares 2,116 $209K <0.01% -99 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares 2,367 $208K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,454 shares; 2025Q1: 12,554 shares; 2025Q2: 12,660 shares; 2025Q3: 12,766 shares; 2025Q4: 12,880 shares; 2026Q1: 17,058 shares 17,058 $207K <0.01% +4,178 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,473 shares; 2025Q1: 4,973 shares; 2025Q2: 4,973 shares; 2025Q3: 4,860 shares; 2025Q4: 4,161 shares; 2026Q1: 3,456 shares 3,456 $207K <0.01% -705 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $207K <0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares 576 $206K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 1,203 shares 1,203 $206K <0.01% -668 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,279 shares 3,279 $205K <0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829 $205K <0.01% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 193 shares; 2026Q1: 194 shares 194 $205K <0.01% +1 Timeline QID 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: 7,500 shares; 2024Q4: 6,218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,049 shares 9,049 $205K <0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 3,546 shares 3,546 $205K <0.01% -515 Timeline EZPZ FRANKLIN CRYPTO INDEX ETF More: the full row for FRANKLIN CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 11,888 shares; 2026Q1: 11,888 shares 11,888 $205K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC 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: 39,909 shares; 2025Q4: 48,291 shares; 2026Q1: 31,103 shares 31,103 $204K <0.01% -17,188 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: not reported; 2025Q2: 3,743 shares; 2025Q3: 3,746 shares; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $204K <0.01% new Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,845 shares 9,845 $204K <0.01% new Timeline ISCV 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: 2,925 shares 2,925 $203K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,251 shares; 2024Q4: 13,278 shares; 2025Q1: 15,200 shares; 2025Q2: 15,699 shares; 2025Q3: 18,523 shares; 2025Q4: 20,189 shares; 2026Q1: 20,219 shares 20,219 $203K <0.01% +30 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 2,572 shares; 2025Q1: 2,660 shares; 2025Q2: 2,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,271 shares 4,271 $202K <0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,879 shares; 2025Q1: 25,239 shares; 2025Q2: 24,629 shares; 2025Q3: 22,555 shares; 2025Q4: 22,555 shares; 2026Q1: 22,012 shares 22,012 $202K <0.01% -543 Timeline IXJ 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: 2,152 shares 2,152 $201K <0.01% new Timeline FJUL 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: 3,669 shares; 2026Q1: 3,669 shares 3,669 $201K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,395 shares 11,395 $197K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,712 shares; 2025Q1: 15,712 shares; 2025Q2: 13,081 shares; 2025Q3: 10,975 shares; 2025Q4: 27,639 shares; 2026Q1: 24,583 shares 24,583 $195K <0.01% -3,056 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 12,194 shares; 2025Q3: 12,275 shares; 2025Q4: 12,289 shares; 2026Q1: 12,349 shares 12,349 $188K <0.01% +60 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS 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: 11,591 shares 11,591 $184K <0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 10,930 shares; 2025Q3: 10,930 shares; 2025Q4: 10,930 shares; 2026Q1: 10,930 shares 10,930 $184K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,189 shares; 2025Q4: 15,667 shares; 2026Q1: 19,240 shares 19,240 $182K <0.01% +3,573 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,331 shares; 2025Q1: 12,326 shares; 2025Q2: 12,678 shares; 2025Q3: 12,460 shares; 2025Q4: 12,463 shares; 2026Q1: 12,471 shares 12,471 $180K <0.01% +8 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,168 shares; 2025Q4: 16,669 shares; 2026Q1: 14,834 shares 14,834 $179K <0.01% -1,835 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 50,581 shares; 2026Q1: 50,581 shares 50,581 $179K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,150 shares; 2025Q2: 24,914 shares; 2025Q3: 25,662 shares; 2025Q4: 30,632 shares; 2026Q1: 29,893 shares 29,893 $177K <0.01% -739 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,595 shares; 2025Q1: 23,495 shares; 2025Q2: 22,845 shares; 2025Q3: 21,322 shares; 2025Q4: 17,760 shares; 2026Q1: 17,421 shares 17,421 $176K <0.01% -339 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 12,242 shares; 2026Q1: 12,150 shares 12,150 $175K <0.01% -92 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is 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: 11,910 shares 11,910 $172K <0.01% new Timeline