EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,268 shares; 2025Q1: 26,421 shares; 2025Q2: 9,476 shares; 2025Q3: 10,760 shares; 2025Q4: 12,149 shares; 2026Q1: 18,523 shares 18,523 $12.8M 0.03% +6,374 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,267 shares; 2025Q1: 209,807 shares; 2025Q2: 199,974 shares; 2025Q3: 211,202 shares; 2025Q4: 491,486 shares; 2026Q1: 275,448 shares 275,448 $12.8M 0.03% -216,038 Timeline IWP 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: restricted; 2024Q4: 116,687 shares; 2025Q1: 116,131 shares; 2025Q2: 118,392 shares; 2025Q3: 119,635 shares; 2025Q4: 119,923 shares; 2026Q1: 98,755 shares 98,755 $12.8M 0.03% -21,168 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,217 shares; 2025Q1: 152,618 shares; 2025Q2: 151,702 shares; 2025Q3: 157,188 shares; 2025Q4: 152,027 shares; 2026Q1: 30,911 shares 30,911 $12.7M 0.03% -121,116 Timeline SPTI 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: restricted; 2024Q4: 652,356 shares; 2025Q1: 550,254 shares; 2025Q2: 524,878 shares; 2025Q3: 580,162 shares; 2025Q4: 711,186 shares; 2026Q1: 442,986 shares 442,986 $12.7M 0.03% -268,200 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,344 shares; 2025Q1: 178,402 shares; 2025Q2: 162,143 shares; 2025Q3: 171,382 shares; 2025Q4: 179,740 shares; 2026Q1: 123,114 shares 123,114 $12.6M 0.03% -56,626 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,605 shares; 2025Q1: 61,218 shares; 2025Q2: 61,403 shares; 2025Q3: 71,851 shares; 2025Q4: 103,348 shares; 2026Q1: 102,953 shares 102,953 $12.6M 0.03% -395 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,173 shares; 2025Q1: 106,641 shares; 2025Q2: 123,280 shares; 2025Q3: 140,989 shares; 2025Q4: 172,515 shares; 2026Q1: 348,655 shares 348,655 $12.6M 0.03% +176,140 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,091 shares; 2025Q1: 221,022 shares; 2025Q2: 210,529 shares; 2025Q3: 193,990 shares; 2025Q4: 200,545 shares; 2026Q1: 395,214 shares 395,214 $12.6M 0.03% +194,669 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,282 shares; 2025Q1: 263,899 shares; 2025Q2: 322,421 shares; 2025Q3: 312,097 shares; 2025Q4: 304,936 shares; 2026Q1: 245,061 shares 245,061 $12.6M 0.03% -59,875 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528,933 shares; 2025Q1: 574,906 shares; 2025Q2: 598,391 shares; 2025Q3: 623,384 shares; 2025Q4: 666,796 shares; 2026Q1: 370,233 shares 370,233 $12.5M 0.03% -296,563 Timeline SPSB 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: restricted; 2024Q4: 552,029 shares; 2025Q1: 610,462 shares; 2025Q2: 598,935 shares; 2025Q3: 603,221 shares; 2025Q4: 659,475 shares; 2026Q1: 416,729 shares 416,729 $12.5M 0.03% -242,746 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: restricted; 2024Q4: 32,295 shares; 2025Q1: 29,557 shares; 2025Q2: 28,649 shares; 2025Q3: 31,227 shares; 2025Q4: 32,598 shares; 2026Q1: 30,237 shares 30,237 $12.5M 0.03% -2,361 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,971 shares; 2025Q1: 119,291 shares; 2025Q2: 260,506 shares; 2025Q3: 121,260 shares; 2025Q4: 202,446 shares; 2026Q1: 141,573 shares 141,573 $12.5M 0.03% -60,873 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,511 shares; 2025Q1: 48,372 shares; 2025Q2: 49,869 shares; 2025Q3: 49,773 shares; 2025Q4: 53,630 shares; 2026Q1: 208,778 shares 208,778 $12.5M 0.03% +155,148 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 353,270 shares; 2025Q1: 330,904 shares; 2025Q2: 298,003 shares; 2025Q3: 295,529 shares; 2025Q4: 296,303 shares; 2026Q1: 263,585 shares 263,585 $12.5M 0.03% -32,718 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,529 shares; 2025Q1: 82,110 shares; 2025Q2: 90,225 shares; 2025Q3: 93,879 shares; 2025Q4: 89,574 shares; 2026Q1: 91,114 shares 91,114 $12.5M 0.03% +1,540 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,314 shares; 2025Q1: 136,128 shares; 2025Q2: 140,205 shares; 2025Q3: 151,500 shares; 2025Q4: 172,072 shares; 2026Q1: 248,419 shares 248,419 $12.4M 0.03% +76,347 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,682 shares; 2025Q1: 34,773 shares; 2025Q2: 31,168 shares; 2025Q3: 44,387 shares; 2025Q4: 73,472 shares; 2026Q1: 151,743 shares 151,743 $12.1M 0.03% +78,271 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,644 shares; 2025Q1: 58,246 shares; 2025Q2: 59,832 shares; 2025Q3: 57,283 shares; 2025Q4: 58,047 shares; 2026Q1: 49,639 shares 49,639 $12.1M 0.03% -8,408 Timeline IMTB 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: restricted; 2024Q4: 497,167 shares; 2025Q1: 472,792 shares; 2025Q2: 456,727 shares; 2025Q3: 428,199 shares; 2025Q4: 386,905 shares; 2026Q1: 276,482 shares 276,482 $12.1M 0.03% -110,423 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,150 shares; 2025Q1: 223,819 shares; 2025Q2: 223,023 shares; 2025Q3: 282,645 shares; 2025Q4: 272,701 shares; 2026Q1: 130,354 shares 130,354 $12.1M 0.03% -142,347 Timeline SPTS 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: restricted; 2024Q4: 526,834 shares; 2025Q1: 516,874 shares; 2025Q2: 579,844 shares; 2025Q3: 544,463 shares; 2025Q4: 550,382 shares; 2026Q1: 412,785 shares 412,785 $12M 0.03% -137,597 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,916 shares; 2025Q1: 97,116 shares; 2025Q2: 95,262 shares; 2025Q3: 83,759 shares; 2025Q4: 81,752 shares; 2026Q1: 111,334 shares 111,334 $12M 0.03% +29,582 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,729 shares; 2025Q1: 171,376 shares; 2025Q2: 187,146 shares; 2025Q3: 214,697 shares; 2025Q4: 263,466 shares; 2026Q1: 330,981 shares 330,981 $11.9M 0.03% +67,515 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,979 shares; 2025Q1: 4,999 shares; 2025Q2: 5,494 shares; 2025Q3: 32,384 shares; 2025Q4: 126,787 shares; 2026Q1: 115,791 shares 115,791 $11.9M 0.03% -10,996 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: restricted; 2024Q4: 104,847 shares; 2025Q1: 160,855 shares; 2025Q2: 187,685 shares; 2025Q3: 196,331 shares; 2025Q4: 207,392 shares; 2026Q1: 90,652 shares 90,652 $11.7M 0.03% -116,740 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,857 shares; 2025Q1: 55,071 shares; 2025Q2: 262,037 shares; 2025Q3: 587,154 shares; 2025Q4: 219,149 shares; 2026Q1: 427,701 shares 427,701 $11.7M 0.03% +208,552 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,336 shares; 2025Q1: 373,432 shares; 2025Q2: 396,506 shares; 2025Q3: 300,830 shares; 2025Q4: 383,626 shares; 2026Q1: 383,858 shares 383,858 $11.7M 0.03% +232 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,598 shares; 2025Q1: 101,459 shares; 2025Q2: 109,991 shares; 2025Q3: 105,829 shares; 2025Q4: 91,565 shares; 2026Q1: 67,495 shares 67,495 $11.6M 0.03% -24,070 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,040 shares; 2025Q1: 22,532 shares; 2025Q2: 23,280 shares; 2025Q3: 23,100 shares; 2025Q4: 27,547 shares; 2026Q1: 49,352 shares 49,352 $11.6M 0.03% +21,805 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,498 shares; 2025Q1: 45,843 shares; 2025Q2: 48,859 shares; 2025Q3: 51,304 shares; 2025Q4: 54,354 shares; 2026Q1: 40,500 shares 40,500 $11.5M 0.03% -13,854 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,872 shares; 2025Q1: 133,215 shares; 2025Q2: 122,601 shares; 2025Q3: 140,624 shares; 2025Q4: 148,440 shares; 2026Q1: 138,261 shares 138,261 $11.5M 0.03% -10,179 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 22,351 shares; 2025Q2: 27,678 shares; 2025Q3: 51,177 shares; 2025Q4: 88,336 shares; 2026Q1: 109,025 shares 109,025 $11.4M 0.03% +20,689 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: restricted; 2024Q4: 505,590 shares; 2025Q1: 553,881 shares; 2025Q2: 591,620 shares; 2025Q3: 619,155 shares; 2025Q4: 639,304 shares; 2026Q1: 443,566 shares 443,566 $11.4M 0.03% -195,738 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,741 shares; 2025Q1: 72,156 shares; 2025Q2: 95,184 shares; 2025Q3: 62,673 shares; 2025Q4: 80,357 shares; 2026Q1: 120,984 shares 120,984 $11.4M 0.03% +40,627 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172,413 shares; 2025Q1: 1,233,237 shares; 2025Q2: 1,213,739 shares; 2025Q3: 1,209,282 shares; 2025Q4: 1,188,051 shares; 2026Q1: 602,488 shares 602,488 $11.3M 0.02% -585,563 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,701 shares; 2025Q1: 74,702 shares; 2025Q2: 78,059 shares; 2025Q3: 76,707 shares; 2025Q4: 83,514 shares; 2026Q1: 77,670 shares 77,670 $11.3M 0.02% -5,844 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,527 shares; 2025Q1: 259,911 shares; 2025Q2: 270,115 shares; 2025Q3: 268,493 shares; 2025Q4: 277,868 shares; 2026Q1: 239,574 shares 239,574 $11.3M 0.02% -38,294 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,031 shares; 2025Q1: 125,828 shares; 2025Q2: 127,041 shares; 2025Q3: 128,957 shares; 2025Q4: 134,135 shares; 2026Q1: 129,586 shares 129,586 $11.2M 0.02% -4,549 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,366 shares; 2025Q1: 160,424 shares; 2025Q2: 160,939 shares; 2025Q3: 167,793 shares; 2025Q4: 196,883 shares; 2026Q1: 183,152 shares 183,152 $11.2M 0.02% -13,731 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: restricted; 2024Q4: 28,346 shares; 2025Q1: 36,501 shares; 2025Q2: 101,487 shares; 2025Q3: 157,918 shares; 2025Q4: 170,222 shares; 2026Q1: 165,009 shares 165,009 $11.2M 0.02% -5,213 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,474 shares; 2025Q1: 154,273 shares; 2025Q2: 157,413 shares; 2025Q3: 147,103 shares; 2025Q4: 146,156 shares; 2026Q1: 162,753 shares 162,753 $11.1M 0.02% +16,597 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: restricted; 2024Q4: 1,202,741 shares; 2025Q1: 606,484 shares; 2025Q2: 456,222 shares; 2025Q3: 404,846 shares; 2025Q4: 362,301 shares; 2026Q1: 245,704 shares 245,704 $11.1M 0.02% -116,597 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: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,742 shares; 2025Q2: 5,336 shares; 2025Q3: 14,307 shares; 2025Q4: 62,600 shares; 2026Q1: 94,058 shares 94,058 $11.1M 0.02% +31,458 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,283 shares; 2025Q3: 235,149 shares; 2025Q4: 292,322 shares; 2026Q1: 383,513 shares 383,513 $11M 0.02% +91,191 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,910 shares; 2025Q1: 81,342 shares; 2025Q2: 90,046 shares; 2025Q3: 106,459 shares; 2025Q4: 117,139 shares; 2026Q1: 109,501 shares 109,501 $11M 0.02% -7,638 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,221 shares; 2025Q1: 245,723 shares; 2025Q2: 237,150 shares; 2025Q3: 240,371 shares; 2025Q4: 234,372 shares; 2026Q1: 115,932 shares 115,932 $11M 0.02% -118,440 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,509 shares; 2025Q1: 207,509 shares; 2025Q2: 211,494 shares; 2025Q3: 310,200 shares; 2025Q4: 317,530 shares; 2026Q1: 154,486 shares 154,486 $10.9M 0.02% -163,044 Timeline CWI 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: restricted; 2024Q4: 673,315 shares; 2025Q1: 598,954 shares; 2025Q2: 569,855 shares; 2025Q3: 507,424 shares; 2025Q4: 472,839 shares; 2026Q1: 294,239 shares 294,239 $10.8M 0.02% -178,600 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,125 shares; 2025Q1: 25,373 shares; 2025Q2: 64,522 shares; 2025Q3: 73,520 shares; 2025Q4: 94,748 shares; 2026Q1: 139,390 shares 139,390 $10.8M 0.02% +44,642 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,525 shares; 2025Q1: 90,126 shares; 2025Q2: 88,216 shares; 2025Q3: 102,442 shares; 2025Q4: 89,284 shares; 2026Q1: 135,495 shares 135,495 $10.7M 0.02% +46,211 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218,578 shares; 2025Q1: 223,510 shares; 2025Q2: 218,778 shares; 2025Q3: 214,214 shares; 2025Q4: 204,530 shares; 2026Q1: 153,248 shares 153,248 $10.6M 0.02% -51,282 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,511 shares; 2025Q1: 17,122 shares; 2025Q2: 24,175 shares; 2025Q3: 24,420 shares; 2025Q4: 24,388 shares; 2026Q1: 25,223 shares 25,223 $10.5M 0.02% +835 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013,247 shares; 2025Q1: 1,224,621 shares; 2025Q2: 1,935,348 shares; 2025Q3: 2,042,881 shares; 2025Q4: 2,191,192 shares; 2026Q1: 230,291 shares 230,291 $10.5M 0.02% -1,960,901 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: restricted; 2024Q4: 143,736 shares; 2025Q1: 136,910 shares; 2025Q2: 133,991 shares; 2025Q3: 145,698 shares; 2025Q4: 157,066 shares; 2026Q1: 116,729 shares 116,729 $10.5M 0.02% -40,337 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,223 shares; 2025Q1: 42,394 shares; 2025Q2: 60,551 shares; 2025Q3: 62,698 shares; 2025Q4: 60,392 shares; 2026Q1: 83,185 shares 83,185 $10.4M 0.02% +22,793 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258,623 shares; 2025Q1: 254,058 shares; 2025Q2: 213,029 shares; 2025Q3: 212,514 shares; 2025Q4: 226,205 shares; 2026Q1: 181,099 shares 181,099 $10.4M 0.02% -45,106 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,207 shares; 2025Q1: 116,469 shares; 2025Q2: 164,944 shares; 2025Q3: 173,083 shares; 2025Q4: 209,652 shares; 2026Q1: 322,913 shares 322,913 $10.3M 0.02% +113,261 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,782 shares; 2025Q1: 221,026 shares; 2025Q2: 132,934 shares; 2025Q3: 304,304 shares; 2025Q4: 114,750 shares; 2026Q1: 58,991 shares 58,991 $10.3M 0.02% -55,759 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,498 shares; 2025Q1: 94,298 shares; 2025Q2: 97,552 shares; 2025Q3: 99,763 shares; 2025Q4: 100,637 shares; 2026Q1: 85,154 shares 85,154 $10.2M 0.02% -15,483 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,526 shares; 2025Q1: 103,337 shares; 2025Q2: 109,120 shares; 2025Q3: 60,607 shares; 2025Q4: 112,074 shares; 2026Q1: 88,565 shares 88,565 $10.2M 0.02% -23,509 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,212 shares; 2025Q1: 95,692 shares; 2025Q2: 94,364 shares; 2025Q3: 95,135 shares; 2025Q4: 93,161 shares; 2026Q1: 76,312 shares 76,312 $10.2M 0.02% -16,849 Timeline JPUS 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: restricted; 2024Q4: 156,648 shares; 2025Q1: 183,077 shares; 2025Q2: 143,721 shares; 2025Q3: 131,680 shares; 2025Q4: 124,702 shares; 2026Q1: 77,077 shares 77,077 $10.1M 0.02% -47,625 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,115 shares; 2025Q1: 299,125 shares; 2025Q2: 462,553 shares; 2025Q3: 442,129 shares; 2025Q4: 435,326 shares; 2026Q1: 129,973 shares 129,973 $10.1M 0.02% -305,353 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: restricted; 2024Q4: 376,733 shares; 2025Q1: 321,485 shares; 2025Q2: 342,709 shares; 2025Q3: 360,920 shares; 2025Q4: 401,525 shares; 2026Q1: 639,846 shares 639,846 $10.1M 0.02% +238,321 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,497 shares; 2025Q1: 212,722 shares; 2025Q2: 209,141 shares; 2025Q3: 188,718 shares; 2025Q4: 192,736 shares; 2026Q1: 105,698 shares 105,698 $10.1M 0.02% -87,038 Timeline TOUS 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: restricted; 2024Q4: 471,912 shares; 2025Q1: 439,419 shares; 2025Q2: 421,650 shares; 2025Q3: 431,401 shares; 2025Q4: 471,289 shares; 2026Q1: 288,427 shares 288,427 $10.1M 0.02% -182,862 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,289 shares; 2025Q1: 181,751 shares; 2025Q2: 169,555 shares; 2025Q3: 168,254 shares; 2025Q4: 167,906 shares; 2026Q1: 115,463 shares 115,463 $10M 0.02% -52,443 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,611 shares; 2025Q1: 65,338 shares; 2025Q2: 75,722 shares; 2025Q3: 75,095 shares; 2025Q4: 58,142 shares; 2026Q1: 250,255 shares 250,255 $10M 0.02% +192,113 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,943 shares; 2025Q1: 267,366 shares; 2025Q2: 292,277 shares; 2025Q3: 291,343 shares; 2025Q4: 292,731 shares; 2026Q1: 188,193 shares 188,193 $10M 0.02% -104,538 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,032 shares; 2025Q1: 420,114 shares; 2025Q2: 383,826 shares; 2025Q3: 353,484 shares; 2025Q4: 344,947 shares; 2026Q1: 208,369 shares 208,369 $10M 0.02% -136,578 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,028 shares; 2025Q1: 4,557 shares; 2025Q2: 5,169 shares; 2025Q3: 5,224 shares; 2025Q4: 7,275 shares; 2026Q1: 11,981 shares 11,981 $9.89M 0.02% +4,706 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,742 shares; 2025Q3: 179,140 shares; 2025Q4: 428,717 shares; 2026Q1: 145,661 shares 145,661 $9.87M 0.02% -283,056 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,094 shares; 2025Q1: 113,918 shares; 2025Q2: 113,886 shares; 2025Q3: 89,914 shares; 2025Q4: 91,572 shares; 2026Q1: 161,001 shares 161,001 $9.82M 0.02% +69,429 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: restricted; 2024Q4: 320,499 shares; 2025Q1: 208,283 shares; 2025Q2: 212,946 shares; 2025Q3: 181,100 shares; 2025Q4: 172,478 shares; 2026Q1: 147,259 shares 147,259 $9.79M 0.02% -25,219 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,022 shares; 2025Q1: 118,591 shares; 2025Q2: 222,442 shares; 2025Q3: 229,465 shares; 2025Q4: 285,481 shares; 2026Q1: 196,931 shares 196,931 $9.78M 0.02% -88,550 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: restricted; 2024Q4: 27,563 shares; 2025Q1: 51,363 shares; 2025Q2: 87,713 shares; 2025Q3: 86,656 shares; 2025Q4: 89,228 shares; 2026Q1: 90,045 shares 90,045 $9.77M 0.02% +817 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,141 shares; 2025Q1: 58,980 shares; 2025Q2: 67,769 shares; 2025Q3: 84,950 shares; 2025Q4: 90,377 shares; 2026Q1: 69,881 shares 69,881 $9.74M 0.02% -20,496 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,184 shares; 2025Q1: 214,948 shares; 2025Q2: 211,658 shares; 2025Q3: 242,573 shares; 2025Q4: 216,821 shares; 2026Q1: 147,539 shares 147,539 $9.71M 0.02% -69,282 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,473 shares; 2026Q1: 223,198 shares 223,198 $9.68M 0.02% -13,275 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: restricted; 2024Q4: 19,493 shares; 2025Q1: 19,346 shares; 2025Q2: 28,323 shares; 2025Q3: 36,411 shares; 2025Q4: 45,835 shares; 2026Q1: 51,147 shares 51,147 $9.66M 0.02% +5,312 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,558 shares; 2025Q1: 92,525 shares; 2025Q2: 91,868 shares; 2025Q3: 87,657 shares; 2025Q4: 89,891 shares; 2026Q1: 65,325 shares 65,325 $9.63M 0.02% -24,566 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,493 shares; 2025Q1: 117,385 shares; 2025Q2: 127,791 shares; 2025Q3: 159,287 shares; 2025Q4: 154,598 shares; 2026Q1: 60,651 shares 60,651 $9.61M 0.02% -93,947 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355,233 shares; 2025Q4: 384,593 shares; 2026Q1: 219,441 shares 219,441 $9.59M 0.02% -165,152 Timeline AVDV 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: restricted; 2024Q4: 138,255 shares; 2025Q1: 136,807 shares; 2025Q2: 136,023 shares; 2025Q3: 144,182 shares; 2025Q4: 152,279 shares; 2026Q1: 94,900 shares 94,900 $9.56M 0.02% -57,379 Timeline FMED 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: restricted; 2024Q4: 583,615 shares; 2025Q1: 612,212 shares; 2025Q2: 688,750 shares; 2025Q3: 683,362 shares; 2025Q4: 714,991 shares; 2026Q1: 386,395 shares 386,395 $9.53M 0.02% -328,596 Timeline FEP 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: restricted; 2024Q4: not reported; 2025Q1: 216,966 shares; 2025Q2: 266,756 shares; 2025Q3: 274,923 shares; 2025Q4: 273,730 shares; 2026Q1: 172,569 shares 172,569 $9.53M 0.02% -101,161 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: restricted; 2024Q4: 197,558 shares; 2025Q1: 179,236 shares; 2025Q2: 168,469 shares; 2025Q3: 178,920 shares; 2025Q4: 179,021 shares; 2026Q1: 112,814 shares 112,814 $9.52M 0.02% -66,207 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: restricted; 2024Q4: 52,639 shares; 2025Q1: 47,426 shares; 2025Q2: 64,544 shares; 2025Q3: 100,388 shares; 2025Q4: 101,872 shares; 2026Q1: 146,419 shares 146,419 $9.52M 0.02% +44,547 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,242 shares; 2025Q1: 91,470 shares; 2025Q2: 75,656 shares; 2025Q3: 74,968 shares; 2025Q4: 63,090 shares; 2026Q1: 55,186 shares 55,186 $9.51M 0.02% -7,904 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,859 shares; 2025Q1: 102,095 shares; 2025Q2: 100,209 shares; 2025Q3: 106,120 shares; 2025Q4: 102,538 shares; 2026Q1: 137,402 shares 137,402 $9.47M 0.02% +34,864 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,154 shares; 2025Q1: 84,312 shares; 2025Q2: 302,908 shares; 2025Q3: 301,794 shares; 2025Q4: 304,203 shares; 2026Q1: 267,488 shares 267,488 $9.47M 0.02% -36,715 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162,261 shares; 2025Q1: 177,009 shares; 2025Q2: 743,213 shares; 2025Q3: 322,044 shares; 2025Q4: 351,984 shares; 2026Q1: 214,173 shares 214,173 $9.46M 0.02% -137,811 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,888 shares; 2025Q1: 109,614 shares; 2025Q2: 103,869 shares; 2025Q3: 112,075 shares; 2025Q4: 88,560 shares; 2026Q1: 157,886 shares 157,886 $9.46M 0.02% +69,326 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,909 shares; 2025Q1: 115,194 shares; 2025Q2: 50,139 shares; 2025Q3: 134,363 shares; 2025Q4: 136,049 shares; 2026Q1: 48,273 shares 48,273 $9.43M 0.02% -87,776 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,424 shares; 2025Q1: 159,533 shares; 2025Q2: 246,224 shares; 2025Q3: 198,316 shares; 2025Q4: 225,431 shares; 2026Q1: 273,327 shares 273,327 $9.39M 0.02% +47,896 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,754 shares; 2025Q1: 55,605 shares; 2025Q2: 53,112 shares; 2025Q3: 63,880 shares; 2025Q4: 82,054 shares; 2026Q1: 73,531 shares 73,531 $9.39M 0.02% -8,523 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: restricted; 2024Q4: 7,509 shares; 2025Q1: 25,441 shares; 2025Q2: 8,092 shares; 2025Q3: 10,843 shares; 2025Q4: 11,372 shares; 2026Q1: 19,159 shares 19,159 $9.37M 0.02% +7,787 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,027 shares; 2025Q1: 176,682 shares; 2025Q2: 370,272 shares; 2025Q3: 392,387 shares; 2025Q4: 414,074 shares; 2026Q1: 324,896 shares 324,896 $9.36M 0.02% -89,178 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,145 shares; 2025Q1: 319,132 shares; 2025Q2: 253,838 shares; 2025Q3: 103,983 shares; 2025Q4: 388,193 shares; 2026Q1: 213,240 shares 213,240 $9.34M 0.02% -174,953 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: restricted; 2024Q4: 31,263 shares; 2025Q1: 23,796 shares; 2025Q2: 43,651 shares; 2025Q3: 51,495 shares; 2025Q4: 93,330 shares; 2026Q1: 119,151 shares 119,151 $9.34M 0.02% +25,821 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,886 shares; 2025Q1: 5,806 shares; 2025Q2: 19,107 shares; 2025Q3: 40,859 shares; 2025Q4: 54,393 shares; 2026Q1: 80,289 shares 80,289 $9.34M 0.02% +25,896 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,586 shares; 2025Q1: 101,271 shares; 2025Q2: 99,237 shares; 2025Q3: 111,400 shares; 2025Q4: 107,152 shares; 2026Q1: 75,782 shares 75,782 $9.33M 0.02% -31,370 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,129 shares; 2025Q1: 212,738 shares; 2025Q2: 208,708 shares; 2025Q3: 261,559 shares; 2025Q4: 262,792 shares; 2026Q1: 198,205 shares 198,205 $9.33M 0.02% -64,587 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,999 shares; 2025Q1: 238,234 shares; 2025Q2: 238,067 shares; 2025Q3: 234,195 shares; 2025Q4: 170,047 shares; 2026Q1: 85,363 shares 85,363 $9.31M 0.02% -84,684 Timeline AVSU 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: restricted; 2024Q4: not reported; 2025Q1: 137,887 shares; 2025Q2: 138,582 shares; 2025Q3: 144,827 shares; 2025Q4: 153,639 shares; 2026Q1: 124,415 shares 124,415 $9.3M 0.02% -29,224 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: restricted; 2024Q4: 10,127 shares; 2025Q1: 42,969 shares; 2025Q2: 39,511 shares; 2025Q3: 75,067 shares; 2025Q4: 39,412 shares; 2026Q1: 67,721 shares 67,721 $9.29M 0.02% +28,309 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,754 shares; 2025Q1: 51,950 shares; 2025Q2: 61,243 shares; 2025Q3: 71,002 shares; 2025Q4: 72,743 shares; 2026Q1: 92,599 shares 92,599 $9.27M 0.02% +19,856 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,538 shares; 2025Q4: 344,155 shares; 2026Q1: 346,352 shares 346,352 $9.27M 0.02% +2,197 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,172 shares; 2025Q1: 11,294 shares; 2025Q2: 12,738 shares; 2025Q3: 13,135 shares; 2025Q4: 37,764 shares; 2026Q1: 20,845 shares 20,845 $9.26M 0.02% -16,919 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: restricted; 2024Q4: 16,932 shares; 2025Q1: 12,803 shares; 2025Q2: 11,866 shares; 2025Q3: 12,103 shares; 2025Q4: 23,365 shares; 2026Q1: 25,367 shares 25,367 $9.25M 0.02% +2,002 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,089 shares; 2025Q1: 20,045 shares; 2025Q2: 22,961 shares; 2025Q3: 18,299 shares; 2025Q4: 295,461 shares; 2026Q1: 286,483 shares 286,483 $9.24M 0.02% -8,978 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,205 shares; 2025Q1: 98,686 shares; 2025Q2: 105,431 shares; 2025Q3: 110,964 shares; 2025Q4: 106,720 shares; 2026Q1: 97,847 shares 97,847 $9.24M 0.02% -8,873 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 18,010 shares; 2025Q2: 21,373 shares; 2025Q3: 20,105 shares; 2025Q4: 22,587 shares; 2026Q1: 107,306 shares 107,306 $9.24M 0.02% +84,719 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: restricted; 2024Q4: 21,881 shares; 2025Q1: 21,411 shares; 2025Q2: 21,603 shares; 2025Q3: 26,247 shares; 2025Q4: 27,315 shares; 2026Q1: 38,281 shares 38,281 $9.2M 0.02% +10,966 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: restricted; 2024Q4: 7,448 shares; 2025Q1: 33,063 shares; 2025Q2: 7,744 shares; 2025Q3: 7,722 shares; 2025Q4: 7,368 shares; 2026Q1: 42,527 shares 42,527 $9.14M 0.02% +35,159 Timeline AAUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,250 shares; 2025Q4: 172,768 shares; 2026Q1: 172,768 shares 172,768 $9.12M 0.02% 0 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: restricted; 2024Q4: 54,799 shares; 2025Q1: 73,847 shares; 2025Q2: 180,815 shares; 2025Q3: 53,756 shares; 2025Q4: 61,968 shares; 2026Q1: 150,791 shares 150,791 $9.1M 0.02% +88,823 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,121 shares; 2025Q1: 46,547 shares; 2025Q2: 65,322 shares; 2025Q3: 97,894 shares; 2025Q4: 97,397 shares; 2026Q1: 67,924 shares 67,924 $9.1M 0.02% -29,473 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: restricted; 2024Q4: 17,116 shares; 2025Q1: 16,639 shares; 2025Q2: 14,339 shares; 2025Q3: 151,987 shares; 2025Q4: 376,983 shares; 2026Q1: 357,479 shares 357,479 $9.1M 0.02% -19,504 Timeline BAI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,838 shares; 2025Q4: 27,382 shares; 2026Q1: 265,744 shares 265,744 $9.09M 0.02% +238,362 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: restricted; 2024Q4: 16,894 shares; 2025Q1: 191,310 shares; 2025Q2: 178,550 shares; 2025Q3: 184,944 shares; 2025Q4: 183,052 shares; 2026Q1: 184,726 shares 184,726 $9.07M 0.02% +1,674 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,975 shares; 2025Q1: 173,408 shares; 2025Q2: 253,268 shares; 2025Q3: 126,989 shares; 2025Q4: 123,839 shares; 2026Q1: 91,456 shares 91,456 $9.07M 0.02% -32,383 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185,619 shares; 2025Q1: 193,490 shares; 2025Q2: 188,584 shares; 2025Q3: 201,958 shares; 2025Q4: 206,463 shares; 2026Q1: 211,702 shares 211,702 $9.05M 0.02% +5,239 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: restricted; 2024Q4: 125,896 shares; 2025Q1: 97,919 shares; 2025Q2: 116,736 shares; 2025Q3: 117,172 shares; 2025Q4: 448,204 shares; 2026Q1: 359,919 shares 359,919 $8.97M 0.02% -88,285 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: restricted; 2024Q4: 172,806 shares; 2025Q1: 184,352 shares; 2025Q2: 205,464 shares; 2025Q3: 185,848 shares; 2025Q4: 177,343 shares; 2026Q1: 152,055 shares 152,055 $8.94M 0.02% -25,288 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,574 shares; 2025Q1: 184,869 shares; 2025Q2: 265,300 shares; 2025Q3: 352,925 shares; 2025Q4: 406,155 shares; 2026Q1: 235,301 shares 235,301 $8.93M 0.02% -170,854 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: restricted; 2024Q4: 2,707 shares; 2025Q1: 3,350 shares; 2025Q2: 14,336 shares; 2025Q3: 11,481 shares; 2025Q4: 46,537 shares; 2026Q1: 56,172 shares 56,172 $8.87M 0.02% +9,635 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110,327 shares; 2025Q1: 1,186,050 shares; 2025Q2: 1,246,096 shares; 2025Q3: 1,286,741 shares; 2025Q4: 1,343,240 shares; 2026Q1: 449,456 shares 449,456 $8.84M 0.02% -893,784 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: restricted; 2024Q4: 10,373 shares; 2025Q1: 35,172 shares; 2025Q2: 15,729 shares; 2025Q3: 16,476 shares; 2025Q4: 20,461 shares; 2026Q1: 30,079 shares 30,079 $8.82M 0.02% +9,618 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: restricted; 2024Q4: 45,143 shares; 2025Q1: 44,152 shares; 2025Q2: 53,168 shares; 2025Q3: 326,226 shares; 2025Q4: 155,685 shares; 2026Q1: 119,576 shares 119,576 $8.81M 0.02% -36,109 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511,275 shares; 2025Q1: 514,043 shares; 2025Q2: 282,626 shares; 2025Q3: 325,104 shares; 2025Q4: 330,462 shares; 2026Q1: 181,423 shares 181,423 $8.79M 0.02% -149,039 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,299 shares; 2025Q1: 41,457 shares; 2025Q2: 48,930 shares; 2025Q3: 29,187 shares; 2025Q4: 39,177 shares; 2026Q1: 58,502 shares 58,502 $8.76M 0.02% +19,325 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,478 shares; 2025Q1: 205,833 shares; 2025Q2: 202,417 shares; 2025Q3: 185,181 shares; 2025Q4: 194,755 shares; 2026Q1: 166,279 shares 166,279 $8.76M 0.02% -28,476 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,390 shares; 2025Q1: 74,302 shares; 2025Q2: 78,552 shares; 2025Q3: 84,766 shares; 2025Q4: 90,726 shares; 2026Q1: 69,443 shares 69,443 $8.72M 0.02% -21,283 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,619 shares; 2025Q1: 280,134 shares; 2025Q2: 248,545 shares; 2025Q3: 291,373 shares; 2025Q4: 351,358 shares; 2026Q1: 175,942 shares 175,942 $8.72M 0.02% -175,416 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: restricted; 2024Q4: 6,918 shares; 2025Q1: 18,670 shares; 2025Q2: 48,559 shares; 2025Q3: 56,018 shares; 2025Q4: 55,506 shares; 2026Q1: 44,834 shares 44,834 $8.7M 0.02% -10,672 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,353 shares; 2025Q1: 6,928 shares; 2025Q2: 10,339 shares; 2025Q3: 11,702 shares; 2025Q4: 13,667 shares; 2026Q1: 13,692 shares 13,692 $8.68M 0.02% +25 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,543 shares; 2025Q1: 8,188 shares; 2025Q2: 80,356 shares; 2025Q3: 14,268 shares; 2025Q4: 13,963 shares; 2026Q1: 38,072 shares 38,072 $8.68M 0.02% +24,109 Timeline SMH 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: restricted; 2024Q4: 27,601 shares; 2025Q1: 25,645 shares; 2025Q2: 30,737 shares; 2025Q3: 32,403 shares; 2025Q4: 35,073 shares; 2026Q1: 22,092 shares 22,092 $8.67M 0.02% -12,981 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: restricted; 2024Q4: 13,360 shares; 2025Q1: 11,919 shares; 2025Q2: 14,742 shares; 2025Q3: 20,162 shares; 2025Q4: 21,119 shares; 2026Q1: 40,128 shares 40,128 $8.66M 0.02% +19,009 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,201 shares; 2025Q1: 14,459 shares; 2025Q2: 13,118 shares; 2025Q3: 13,673 shares; 2025Q4: 23,583 shares; 2026Q1: 40,736 shares 40,736 $8.64M 0.02% +17,153 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,124 shares; 2025Q1: 67,286 shares; 2025Q2: 59,661 shares; 2025Q3: 78,522 shares; 2025Q4: 78,590 shares; 2026Q1: 39,627 shares 39,627 $8.62M 0.02% -38,963 Timeline JPIE 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: restricted; 2024Q4: 147,429 shares; 2025Q1: 207,874 shares; 2025Q2: 208,092 shares; 2025Q3: 250,708 shares; 2025Q4: 287,192 shares; 2026Q1: 187,823 shares 187,823 $8.62M 0.02% -99,369 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,135 shares; 2025Q1: 143,198 shares; 2025Q2: 141,958 shares; 2025Q3: 144,716 shares; 2025Q4: 144,881 shares; 2026Q1: 156,319 shares 156,319 $8.58M 0.02% +11,438 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,953 shares; 2025Q1: 155,287 shares; 2025Q2: 163,984 shares; 2025Q3: 176,577 shares; 2025Q4: 204,058 shares; 2026Q1: 214,962 shares 214,962 $8.56M 0.02% +10,904 Timeline KNO INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078,127 shares; 2025Q1: 468,246 shares; 2025Q2: 427,974 shares; 2025Q3: 422,000 shares; 2025Q4: 416,531 shares; 2026Q1: 161,657 shares 161,657 $8.53M 0.02% -254,874 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,283 shares; 2025Q1: 175,923 shares; 2025Q2: 205,136 shares; 2025Q3: 214,118 shares; 2025Q4: 248,350 shares; 2026Q1: 354,854 shares 354,854 $8.52M 0.02% +106,504 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,371 shares; 2025Q1: 7,276 shares; 2025Q2: 6,076 shares; 2025Q3: 15,193 shares; 2025Q4: 21,942 shares; 2026Q1: 18,772 shares 18,772 $8.52M 0.02% -3,170 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,179 shares; 2025Q1: 17,490 shares; 2025Q2: 17,643 shares; 2025Q3: 17,790 shares; 2025Q4: 24,581 shares; 2026Q1: 25,213 shares 25,213 $8.5M 0.02% +632 Timeline KNG 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: restricted; 2024Q4: 215,771 shares; 2025Q1: 200,310 shares; 2025Q2: 189,571 shares; 2025Q3: 176,819 shares; 2025Q4: 142,087 shares; 2026Q1: 174,273 shares 174,273 $8.49M 0.02% +32,186 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 591,771 shares; 2025Q1: 499,713 shares; 2025Q2: 501,777 shares; 2025Q3: 634,841 shares; 2025Q4: 556,683 shares; 2026Q1: 302,089 shares 302,089 $8.45M 0.02% -254,594 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,125 shares; 2025Q1: 5,481 shares; 2025Q2: 5,014 shares; 2025Q3: 5,231 shares; 2025Q4: 8,577 shares; 2026Q1: 28,238 shares 28,238 $8.4M 0.02% +19,661 Timeline SCMB 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: restricted; 2024Q4: 63,591 shares; 2025Q1: 57,010 shares; 2025Q2: 134,584 shares; 2025Q3: 141,691 shares; 2025Q4: 489,805 shares; 2026Q1: 328,202 shares 328,202 $8.38M 0.02% -161,603 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,540 shares; 2025Q1: 166,709 shares; 2025Q2: 173,709 shares; 2025Q3: 187,693 shares; 2025Q4: 199,544 shares; 2026Q1: 174,362 shares 174,362 $8.36M 0.02% -25,182 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,050 shares; 2025Q2: 83,792 shares; 2025Q3: 165,737 shares; 2025Q4: 210,722 shares; 2026Q1: 281,245 shares 281,245 $8.35M 0.02% +70,523 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,303 shares; 2025Q1: 43,708 shares; 2025Q2: 57,475 shares; 2025Q3: 73,198 shares; 2025Q4: 89,722 shares; 2026Q1: 165,434 shares 165,434 $8.29M 0.02% +75,712 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: restricted; 2024Q4: 44,532 shares; 2025Q1: 47,322 shares; 2025Q2: 29,208 shares; 2025Q3: 29,283 shares; 2025Q4: 67,146 shares; 2026Q1: 22,596 shares 22,596 $8.26M 0.02% -44,550 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: restricted; 2024Q4: 6,519 shares; 2025Q1: 9,926 shares; 2025Q2: 14,029 shares; 2025Q3: 14,042 shares; 2025Q4: 13,977 shares; 2026Q1: 17,756 shares 17,756 $8.26M 0.02% +3,779 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270,719 shares; 2025Q1: 266,844 shares; 2025Q2: 259,921 shares; 2025Q3: 259,045 shares; 2025Q4: 232,273 shares; 2026Q1: 123,548 shares 123,548 $8.13M 0.02% -108,725 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: restricted; 2024Q4: 58,977 shares; 2025Q1: 49,001 shares; 2025Q2: 89,056 shares; 2025Q3: 142,593 shares; 2025Q4: 155,734 shares; 2026Q1: 170,517 shares 170,517 $8.1M 0.02% +14,783 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,906 shares; 2025Q1: 271,150 shares; 2025Q2: 303,133 shares; 2025Q3: 196,350 shares; 2025Q4: 196,538 shares; 2026Q1: 163,401 shares 163,401 $8.09M 0.02% -33,137 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318,098 shares; 2025Q3: 320,234 shares; 2025Q4: 321,640 shares; 2026Q1: 311,184 shares 311,184 $8.04M 0.02% -10,456 Timeline THRO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,219 shares; 2025Q4: 22,656 shares; 2026Q1: 217,478 shares 217,478 $7.98M 0.02% +194,822 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: restricted; 2024Q4: 32,686 shares; 2025Q1: 15,446 shares; 2025Q2: 16,388 shares; 2025Q3: 17,288 shares; 2025Q4: 17,971 shares; 2026Q1: 37,747 shares 37,747 $7.93M 0.02% +19,776 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,279 shares; 2025Q1: 85,090 shares; 2025Q2: 85,385 shares; 2025Q3: 95,877 shares; 2025Q4: 100,929 shares; 2026Q1: 78,791 shares 78,791 $7.87M 0.02% -22,138 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: restricted; 2024Q4: 66,842 shares; 2025Q1: 110,036 shares; 2025Q2: 119,011 shares; 2025Q3: 115,167 shares; 2025Q4: 187,154 shares; 2026Q1: 206,578 shares 206,578 $7.86M 0.02% +19,424 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,240 shares; 2025Q1: 18,354 shares; 2025Q2: 18,985 shares; 2025Q3: 28,797 shares; 2025Q4: 38,854 shares; 2026Q1: 44,220 shares 44,220 $7.85M 0.02% +5,366 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,792 shares; 2026Q1: 240,395 shares 240,395 $7.85M 0.02% +50,603 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,633 shares; 2025Q1: 51,230 shares; 2025Q2: 95,457 shares; 2025Q3: 97,008 shares; 2025Q4: 102,128 shares; 2026Q1: 138,740 shares 138,740 $7.84M 0.02% +36,612 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,047 shares; 2025Q1: 35,517 shares; 2025Q2: 35,966 shares; 2025Q3: 36,556 shares; 2025Q4: 34,627 shares; 2026Q1: 46,184 shares 46,184 $7.83M 0.02% +11,557 Timeline GSIE 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: restricted; 2024Q4: 195,485 shares; 2025Q1: 221,496 shares; 2025Q2: 171,226 shares; 2025Q3: 310,870 shares; 2025Q4: 326,450 shares; 2026Q1: 179,260 shares 179,260 $7.81M 0.02% -147,190 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,599 shares; 2025Q1: 45,608 shares; 2025Q2: 39,545 shares; 2025Q3: 32,299 shares; 2025Q4: 24,435 shares; 2026Q1: 8,783 shares 8,783 $7.81M 0.02% -15,652 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: restricted; 2024Q4: 142,259 shares; 2025Q1: 99,596 shares; 2025Q2: 101,273 shares; 2025Q3: 161,433 shares; 2025Q4: 163,258 shares; 2026Q1: 51,417 shares 51,417 $7.77M 0.02% -111,841 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,531 shares; 2025Q1: 16,533 shares; 2025Q2: 33,705 shares; 2025Q3: 175,861 shares; 2025Q4: 254,159 shares; 2026Q1: 409,448 shares 409,448 $7.76M 0.02% +155,289 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,813 shares; 2025Q1: 228,149 shares; 2025Q2: 203,983 shares; 2025Q3: 186,866 shares; 2025Q4: 184,170 shares; 2026Q1: 208,837 shares 208,837 $7.72M 0.02% +24,667 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,916 shares; 2025Q1: 104,522 shares; 2025Q2: 103,284 shares; 2025Q3: 96,329 shares; 2025Q4: 95,496 shares; 2026Q1: 214,753 shares 214,753 $7.7M 0.02% +119,257 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,547 shares; 2025Q1: 128,392 shares; 2025Q2: 118,665 shares; 2025Q3: 112,426 shares; 2025Q4: 116,487 shares; 2026Q1: 97,322 shares 97,322 $7.69M 0.02% -19,165 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,468 shares; 2025Q1: 11,535 shares; 2025Q2: 16,018 shares; 2025Q3: 19,778 shares; 2025Q4: 27,859 shares; 2026Q1: 131,101 shares 131,101 $7.69M 0.02% +103,242 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: restricted; 2024Q4: 7,670 shares; 2025Q1: 8,216 shares; 2025Q2: 9,372 shares; 2025Q3: 9,045 shares; 2025Q4: 7,840 shares; 2026Q1: 10,016 shares 10,016 $7.68M 0.02% +2,176 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,938 shares; 2025Q1: 22,799 shares; 2025Q2: 33,071 shares; 2025Q3: 33,706 shares; 2025Q4: 30,941 shares; 2026Q1: 55,465 shares 55,465 $7.68M 0.02% +24,524 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,162 shares; 2025Q1: 95,500 shares; 2025Q2: 86,659 shares; 2025Q3: 81,754 shares; 2025Q4: 82,638 shares; 2026Q1: 95,550 shares 95,550 $7.68M 0.02% +12,912 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,015 shares; 2025Q1: 434,975 shares; 2025Q2: 426,460 shares; 2025Q3: 436,237 shares; 2025Q4: 580,577 shares; 2026Q1: 225,390 shares 225,390 $7.66M 0.02% -355,187 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,542 shares; 2025Q1: 288,273 shares; 2025Q2: 504,794 shares; 2025Q3: 503,357 shares; 2025Q4: 289,315 shares; 2026Q1: 151,109 shares 151,109 $7.65M 0.02% -138,206 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: restricted; 2024Q4: 27,687 shares; 2025Q1: 17,354 shares; 2025Q2: 31,214 shares; 2025Q3: 49,336 shares; 2025Q4: 137,087 shares; 2026Q1: 150,508 shares 150,508 $7.65M 0.02% +13,421 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,553 shares; 2025Q1: 107,185 shares; 2025Q2: 109,810 shares; 2025Q3: 110,112 shares; 2025Q4: 112,605 shares; 2026Q1: 65,974 shares 65,974 $7.63M 0.02% -46,631 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,082 shares; 2025Q1: 45,308 shares; 2025Q2: 27,104 shares; 2025Q3: 73,451 shares; 2025Q4: 32,664 shares; 2026Q1: 28,622 shares 28,622 $7.61M 0.02% -4,042 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,038 shares; 2025Q1: 258,299 shares; 2025Q2: 133,556 shares; 2025Q3: 132,287 shares; 2025Q4: 121,508 shares; 2026Q1: 89,569 shares 89,569 $7.59M 0.02% -31,939 Timeline GDX 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: restricted; 2024Q4: 174,508 shares; 2025Q1: 164,820 shares; 2025Q2: 157,832 shares; 2025Q3: 156,610 shares; 2025Q4: 152,131 shares; 2026Q1: 83,271 shares 83,271 $7.59M 0.02% -68,860 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: restricted; 2024Q4: 12,486 shares; 2025Q1: 15,953 shares; 2025Q2: 16,804 shares; 2025Q3: 17,302 shares; 2025Q4: 14,916 shares; 2026Q1: 20,235 shares 20,235 $7.51M 0.02% +5,319 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,523 shares; 2025Q1: 261,501 shares; 2025Q2: 270,036 shares; 2025Q3: 252,589 shares; 2025Q4: 232,290 shares; 2026Q1: 153,105 shares 153,105 $7.49M 0.02% -79,185 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,352 shares; 2025Q1: 142,009 shares; 2025Q2: 95,846 shares; 2025Q3: 91,493 shares; 2025Q4: 86,892 shares; 2026Q1: 69,266 shares 69,266 $7.48M 0.02% -17,626 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,187 shares; 2025Q1: 48,191 shares; 2025Q2: 82,669 shares; 2025Q3: 142,623 shares; 2025Q4: 172,349 shares; 2026Q1: 149,385 shares 149,385 $7.48M 0.02% -22,964 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,891 shares; 2025Q1: 25,040 shares; 2025Q2: 26,621 shares; 2025Q3: 35,695 shares; 2025Q4: 91,116 shares; 2026Q1: 105,789 shares 105,789 $7.48M 0.02% +14,673 Timeline SCHC 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: restricted; 2024Q4: 569,276 shares; 2025Q1: 303,956 shares; 2025Q2: 267,033 shares; 2025Q3: 264,121 shares; 2025Q4: 261,813 shares; 2026Q1: 178,366 shares 178,366 $7.47M 0.02% -83,447 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: restricted; 2024Q4: 4,402 shares; 2025Q1: 4,610 shares; 2025Q2: 13,808 shares; 2025Q3: 14,006 shares; 2025Q4: 14,590 shares; 2026Q1: 13,388 shares 13,388 $7.47M 0.02% -1,202 Timeline QEFA 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: restricted; 2024Q4: 124,243 shares; 2025Q1: 108,014 shares; 2025Q2: 97,806 shares; 2025Q3: 98,859 shares; 2025Q4: 95,496 shares; 2026Q1: 79,154 shares 79,154 $7.46M 0.02% -16,342 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: restricted; 2024Q4: 28,260 shares; 2025Q1: 28,612 shares; 2025Q2: 34,964 shares; 2025Q3: 22,291 shares; 2025Q4: 30,797 shares; 2026Q1: 50,489 shares 50,489 $7.43M 0.02% +19,692 Timeline IJS 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: restricted; 2024Q4: 53,358 shares; 2025Q1: 422,021 shares; 2025Q2: 273,704 shares; 2025Q3: 241,149 shares; 2025Q4: 233,428 shares; 2026Q1: 110,145 shares 110,145 $7.41M 0.02% -123,283 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,374 shares; 2025Q1: 479,150 shares; 2025Q2: 249,058 shares; 2025Q3: 246,019 shares; 2025Q4: 247,684 shares; 2026Q1: 154,673 shares 154,673 $7.4M 0.02% -93,011 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080,766 shares; 2025Q1: 1,256,497 shares; 2025Q2: 726,569 shares; 2025Q3: 556,677 shares; 2025Q4: 2,760,659 shares; 2026Q1: 184,891 shares 184,891 $7.38M 0.02% -2,575,768 FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,367 shares; 2025Q1: 55,144 shares; 2025Q2: 54,892 shares; 2025Q3: 52,228 shares; 2025Q4: 54,876 shares; 2026Q1: 79,192 shares 79,192 $7.37M 0.02% +24,316 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: restricted; 2024Q4: 27,658 shares; 2025Q1: 37,666 shares; 2025Q2: 47,827 shares; 2025Q3: 45,623 shares; 2025Q4: 63,791 shares; 2026Q1: 78,688 shares 78,688 $7.34M 0.02% +14,897 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,750 shares; 2025Q1: 24,644 shares; 2025Q2: 51,686 shares; 2025Q3: 143,518 shares; 2025Q4: 168,449 shares; 2026Q1: 110,855 shares 110,855 $7.32M 0.02% -57,594 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: restricted; 2024Q4: 10,774 shares; 2025Q1: 38,086 shares; 2025Q2: 33,654 shares; 2025Q3: 23,837 shares; 2025Q4: 29,741 shares; 2026Q1: 48,436 shares 48,436 $7.31M 0.02% +18,695 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,982 shares; 2025Q1: 76,919 shares; 2025Q2: 97,782 shares; 2025Q3: 73,958 shares; 2025Q4: 67,971 shares; 2026Q1: 48,699 shares 48,699 $7.31M 0.02% -19,272 Timeline JBND 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: restricted; 2024Q4: 296,992 shares; 2025Q1: 274,659 shares; 2025Q2: 412,063 shares; 2025Q3: 386,302 shares; 2025Q4: 368,627 shares; 2026Q1: 135,948 shares 135,948 $7.29M 0.02% -232,679 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,397 shares; 2025Q1: 114,181 shares; 2025Q2: 126,468 shares; 2025Q3: 167,550 shares; 2025Q4: 178,627 shares; 2026Q1: 141,533 shares 141,533 $7.25M 0.02% -37,094 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: restricted; 2024Q4: 118,847 shares; 2025Q1: 117,428 shares; 2025Q2: 100,986 shares; 2025Q3: 100,080 shares; 2025Q4: 97,886 shares; 2026Q1: 56,075 shares 56,075 $7.23M 0.02% -41,811 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,957 shares; 2025Q1: 15,695 shares; 2025Q2: 15,683 shares; 2025Q3: 17,441 shares; 2025Q4: 15,869 shares; 2026Q1: 12,542 shares 12,542 $7.22M 0.02% -3,327 Timeline KORP 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: restricted; 2024Q4: 100,315 shares; 2025Q1: 112,555 shares; 2025Q2: 100,360 shares; 2025Q3: 110,060 shares; 2025Q4: 133,261 shares; 2026Q1: 153,896 shares 153,896 $7.21M 0.02% +20,635 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,097 shares; 2025Q1: 35,790 shares; 2025Q2: 36,267 shares; 2025Q3: 36,229 shares; 2025Q4: 37,134 shares; 2026Q1: 33,504 shares 33,504 $7.17M 0.02% -3,630 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,106 shares; 2025Q1: 93,167 shares; 2025Q2: 93,456 shares; 2025Q3: 94,054 shares; 2025Q4: 98,396 shares; 2026Q1: 77,429 shares 77,429 $7.14M 0.02% -20,967 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,502 shares; 2025Q1: 192,141 shares; 2025Q2: 169,788 shares; 2025Q3: 183,168 shares; 2025Q4: 196,985 shares; 2026Q1: 174,972 shares 174,972 $7.14M 0.02% -22,013 Timeline CALI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,965 shares; 2025Q3: 23,324 shares; 2025Q4: 134,985 shares; 2026Q1: 141,621 shares 141,621 $7.13M 0.02% +6,636 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,140 shares; 2025Q1: 12,921 shares; 2025Q2: 22,907 shares; 2025Q3: 23,034 shares; 2025Q4: 25,365 shares; 2026Q1: 25,224 shares 25,224 $7.13M 0.02% -141 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: restricted; 2024Q4: 33,068 shares; 2025Q1: 49,515 shares; 2025Q2: 64,648 shares; 2025Q3: 71,937 shares; 2025Q4: 96,504 shares; 2026Q1: 190,021 shares 190,021 $7.11M 0.02% +93,517 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,565 shares; 2025Q1: 22,479 shares; 2025Q2: 88,329 shares; 2025Q3: 41,551 shares; 2025Q4: 88,001 shares; 2026Q1: 185,243 shares 185,243 $7.11M 0.02% +97,242 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,014 shares; 2025Q1: 38,705 shares; 2025Q2: 43,270 shares; 2025Q3: 44,299 shares; 2025Q4: 45,558 shares; 2026Q1: 33,965 shares 33,965 $7.1M 0.02% -11,593 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: restricted; 2024Q4: 58,282 shares; 2025Q1: 139,086 shares; 2025Q2: 160,667 shares; 2025Q3: 169,678 shares; 2025Q4: 165,686 shares; 2026Q1: 124,730 shares 124,730 $7.07M 0.02% -40,956 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,183 shares; 2025Q1: 126,719 shares; 2025Q2: 106,099 shares; 2025Q3: 109,051 shares; 2025Q4: 112,977 shares; 2026Q1: 108,915 shares 108,915 $7.04M 0.02% -4,062 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: restricted; 2024Q4: 30,652 shares; 2025Q1: 32,268 shares; 2025Q2: 36,045 shares; 2025Q3: 37,253 shares; 2025Q4: 36,872 shares; 2026Q1: 34,396 shares 34,396 $7.01M 0.02% -2,476 Timeline KOMP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,375 shares; 2025Q4: 3,277 shares; 2026Q1: 117,398 shares 117,398 $7M 0.02% +114,121 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: restricted; 2024Q4: 9,049 shares; 2025Q1: 10,147 shares; 2025Q2: 17,495 shares; 2025Q3: 19,135 shares; 2025Q4: 22,909 shares; 2026Q1: 39,801 shares 39,801 $7M 0.02% +16,892 Timeline FALN 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: restricted; 2024Q4: 41,475 shares; 2025Q1: 42,027 shares; 2025Q2: 35,094 shares; 2025Q3: 34,249 shares; 2025Q4: 344,730 shares; 2026Q1: 259,997 shares 259,997 $6.96M 0.02% -84,733 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,328 shares; 2025Q1: 77,016 shares; 2025Q2: 163,202 shares; 2025Q3: 94,559 shares; 2025Q4: 95,829 shares; 2026Q1: 88,840 shares 88,840 $6.94M 0.02% -6,989 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,495 shares; 2025Q1: 157,652 shares; 2025Q2: 147,361 shares; 2025Q3: 144,859 shares; 2025Q4: 149,478 shares; 2026Q1: 107,192 shares 107,192 $6.88M 0.02% -42,286 Timeline GSEW 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: restricted; 2024Q4: 147,943 shares; 2025Q1: 146,464 shares; 2025Q2: 144,720 shares; 2025Q3: 128,475 shares; 2025Q4: 177,342 shares; 2026Q1: 80,520 shares 80,520 $6.87M 0.02% -96,822 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: restricted; 2024Q4: 28,559 shares; 2025Q1: 29,068 shares; 2025Q2: 30,535 shares; 2025Q3: 29,945 shares; 2025Q4: 30,889 shares; 2026Q1: 95,426 shares 95,426 $6.87M 0.02% +64,537 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: restricted; 2024Q4: 30,581 shares; 2025Q1: 8,346 shares; 2025Q2: 31,713 shares; 2025Q3: 35,788 shares; 2025Q4: 38,007 shares; 2026Q1: 27,755 shares 27,755 $6.86M 0.02% -10,252 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,044 shares; 2025Q1: 91,679 shares; 2025Q2: 89,745 shares; 2025Q3: 91,515 shares; 2025Q4: 84,727 shares; 2026Q1: 43,319 shares 43,319 $6.81M 0.01% -41,408 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,386 shares; 2025Q1: 50,700 shares; 2025Q2: 53,727 shares; 2025Q3: 55,212 shares; 2025Q4: 106,565 shares; 2026Q1: 62,842 shares 62,842 $6.8M 0.01% -43,723 Timeline RWJ 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: restricted; 2024Q4: 191,388 shares; 2025Q1: 186,734 shares; 2025Q2: 207,340 shares; 2025Q3: 218,233 shares; 2025Q4: 206,625 shares; 2026Q1: 133,650 shares 133,650 $6.78M 0.01% -72,975 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: restricted; 2024Q4: 44,185 shares; 2025Q1: 31,658 shares; 2025Q2: 32,920 shares; 2025Q3: 51,694 shares; 2025Q4: 55,979 shares; 2026Q1: 44,932 shares 44,932 $6.78M 0.01% -11,047 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 54,982 shares 54,982 $6.75M 0.01% +51,957 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,522 shares; 2025Q1: 275,806 shares; 2025Q2: 258,736 shares; 2025Q3: 248,469 shares; 2025Q4: 243,757 shares; 2026Q1: 161,560 shares 161,560 $6.73M 0.01% -82,197 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,657 shares; 2025Q3: 207,021 shares; 2025Q4: 207,686 shares; 2026Q1: 198,008 shares 198,008 $6.73M 0.01% -9,678 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,006 shares; 2025Q1: 52,383 shares; 2025Q2: 61,884 shares; 2025Q3: 68,555 shares; 2025Q4: 68,906 shares; 2026Q1: 52,179 shares 52,179 $6.72M 0.01% -16,727 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,524 shares; 2025Q2: 26,612 shares; 2025Q3: 38,454 shares; 2025Q4: 28,675 shares; 2026Q1: 78,177 shares 78,177 $6.71M 0.01% +49,502 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,486 shares; 2025Q2: 14,617 shares; 2025Q3: 28,918 shares; 2025Q4: 29,099 shares; 2026Q1: 23,129 shares 23,129 $6.71M 0.01% -5,970 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,264 shares; 2025Q1: 169,944 shares; 2025Q2: 164,541 shares; 2025Q3: 160,474 shares; 2025Q4: 207,267 shares; 2026Q1: 140,860 shares 140,860 $6.7M 0.01% -66,407 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: restricted; 2024Q4: 77,265 shares; 2025Q1: 79,888 shares; 2025Q2: 84,772 shares; 2025Q3: 82,643 shares; 2025Q4: 100,492 shares; 2026Q1: 71,780 shares 71,780 $6.7M 0.01% -28,712 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: restricted; 2024Q4: 17,736 shares; 2025Q1: 13,557 shares; 2025Q2: 16,372 shares; 2025Q3: 116,535 shares; 2025Q4: 180,949 shares; 2026Q1: 239,098 shares 239,098 $6.69M 0.01% +58,149 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,510 shares; 2025Q1: 103,581 shares; 2025Q2: 100,144 shares; 2025Q3: 96,020 shares; 2025Q4: 97,868 shares; 2026Q1: 66,143 shares 66,143 $6.69M 0.01% -31,725 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,298 shares; 2025Q1: 15,639 shares; 2025Q2: 33,618 shares; 2025Q3: 35,956 shares; 2025Q4: 41,470 shares; 2026Q1: 34,257 shares 34,257 $6.67M 0.01% -7,213 Timeline TLTW 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: restricted; 2024Q4: 604,980 shares; 2025Q1: 785,035 shares; 2025Q2: 826,504 shares; 2025Q3: 881,660 shares; 2025Q4: 990,835 shares; 2026Q1: 295,482 shares 295,482 $6.65M 0.01% -695,353 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: restricted; 2024Q4: 16,443 shares; 2025Q1: 19,049 shares; 2025Q2: 27,867 shares; 2025Q3: 32,907 shares; 2025Q4: 37,948 shares; 2026Q1: 62,530 shares 62,530 $6.65M 0.01% +24,582 Timeline FLRG 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: restricted; 2024Q4: 224,840 shares; 2025Q1: 243,239 shares; 2025Q2: 250,142 shares; 2025Q3: 254,197 shares; 2025Q4: 273,561 shares; 2026Q1: 179,214 shares 179,214 $6.65M 0.01% -94,347 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: restricted; 2024Q4: 5,643 shares; 2025Q1: 3,429 shares; 2025Q2: 6,084 shares; 2025Q3: 6,693 shares; 2025Q4: 14,971 shares; 2026Q1: 17,362 shares 17,362 $6.64M 0.01% +2,391 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,608 shares; 2025Q1: 36,182 shares; 2025Q2: 37,533 shares; 2025Q3: 37,846 shares; 2025Q4: 38,072 shares; 2026Q1: 54,567 shares 54,567 $6.62M 0.01% +16,495 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241,232 shares; 2025Q1: 231,718 shares; 2025Q2: 232,438 shares; 2025Q3: 226,208 shares; 2025Q4: 213,722 shares; 2026Q1: 124,710 shares 124,710 $6.59M 0.01% -89,012 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: restricted; 2024Q4: 33,176 shares; 2025Q1: 28,934 shares; 2025Q2: 28,258 shares; 2025Q3: 28,584 shares; 2025Q4: 41,599 shares; 2026Q1: 32,129 shares 32,129 $6.57M 0.01% -9,470 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 91,632 shares; 2025Q2: 164,770 shares; 2025Q3: 352,488 shares; 2025Q4: 369,417 shares; 2026Q1: 337,862 shares 337,862 $6.56M 0.01% -31,555 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,350 shares; 2025Q1: 72,581 shares; 2025Q2: 94,489 shares; 2025Q3: 88,567 shares; 2025Q4: 87,948 shares; 2026Q1: 53,715 shares 53,715 $6.56M 0.01% -34,233 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,701 shares; 2025Q1: 89,378 shares; 2025Q2: 84,057 shares; 2025Q3: 66,372 shares; 2025Q4: 91,667 shares; 2026Q1: 65,750 shares 65,750 $6.55M 0.01% -25,917 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,212 shares; 2025Q1: 64,579 shares; 2025Q2: 65,961 shares; 2025Q3: 67,711 shares; 2025Q4: 69,485 shares; 2026Q1: 68,420 shares 68,420 $6.53M 0.01% -1,065 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: restricted; 2024Q4: 5,565 shares; 2025Q1: 6,230 shares; 2025Q2: 6,740 shares; 2025Q3: 23,476 shares; 2025Q4: 28,071 shares; 2026Q1: 55,172 shares 55,172 $6.51M 0.01% +27,101 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: restricted; 2024Q4: 143,838 shares; 2025Q1: 145,123 shares; 2025Q2: 144,049 shares; 2025Q3: 162,946 shares; 2025Q4: 172,077 shares; 2026Q1: 151,856 shares 151,856 $6.51M 0.01% -20,221 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,997 shares; 2025Q1: 33,138 shares; 2025Q2: 34,872 shares; 2025Q3: 35,265 shares; 2025Q4: 32,840 shares; 2026Q1: 31,063 shares 31,063 $6.48M 0.01% -1,777 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,444 shares; 2025Q1: 214,609 shares; 2025Q2: 189,193 shares; 2025Q3: 154,444 shares; 2025Q4: 158,383 shares; 2026Q1: 127,094 shares 127,094 $6.45M 0.01% -31,289 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,354 shares; 2025Q1: 111,540 shares; 2025Q2: 131,891 shares; 2025Q3: 150,841 shares; 2025Q4: 165,614 shares; 2026Q1: 152,306 shares 152,306 $6.44M 0.01% -13,308 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: restricted; 2024Q4: 2,178 shares; 2025Q1: 3,811 shares; 2025Q2: 17,259 shares; 2025Q3: 19,382 shares; 2025Q4: 23,885 shares; 2026Q1: 28,168 shares 28,168 $6.43M 0.01% +4,283 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,583 shares; 2025Q1: 25,182 shares; 2025Q2: 25,187 shares; 2025Q3: 23,436 shares; 2025Q4: 25,769 shares; 2026Q1: 37,741 shares 37,741 $6.41M 0.01% +11,972 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: restricted; 2024Q4: 33,778 shares; 2025Q1: 34,107 shares; 2025Q2: 49,812 shares; 2025Q3: 53,095 shares; 2025Q4: 58,636 shares; 2026Q1: 40,234 shares 40,234 $6.39M 0.01% -18,402 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,190 shares; 2025Q1: 364,401 shares; 2025Q2: 177,221 shares; 2025Q3: 189,590 shares; 2025Q4: 198,567 shares; 2026Q1: 134,842 shares 134,842 $6.38M 0.01% -63,725 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,181 shares; 2025Q1: 108,988 shares; 2025Q2: 120,832 shares; 2025Q3: 121,222 shares; 2025Q4: 134,640 shares; 2026Q1: 113,934 shares 113,934 $6.37M 0.01% -20,706 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,633 shares; 2025Q1: 48,093 shares; 2025Q2: 55,116 shares; 2025Q3: 57,298 shares; 2025Q4: 53,787 shares; 2026Q1: 75,385 shares 75,385 $6.37M 0.01% +21,598 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: restricted; 2024Q4: 5,879 shares; 2025Q1: 4,556 shares; 2025Q2: 12,485 shares; 2025Q3: 14,927 shares; 2025Q4: 14,959 shares; 2026Q1: 22,068 shares 22,068 $6.36M 0.01% +7,109 Timeline DFGR 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: restricted; 2024Q4: 201,429 shares; 2025Q1: 198,707 shares; 2025Q2: 195,474 shares; 2025Q3: 280,434 shares; 2025Q4: 283,193 shares; 2026Q1: 235,644 shares 235,644 $6.36M 0.01% -47,549 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: restricted; 2024Q4: 32,075 shares; 2025Q1: 37,864 shares; 2025Q2: 49,317 shares; 2025Q3: 61,604 shares; 2025Q4: 63,375 shares; 2026Q1: 383,871 shares 383,871 $6.35M 0.01% +320,496 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 29,013 shares; 2025Q2: 35,655 shares; 2025Q3: 36,717 shares; 2025Q4: 38,970 shares; 2026Q1: 43,044 shares 43,044 $6.35M 0.01% +4,074 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,359 shares; 2025Q1: 116,888 shares; 2025Q2: 168,204 shares; 2025Q3: 219,417 shares; 2025Q4: 259,165 shares; 2026Q1: 286,743 shares 286,743 $6.33M 0.01% +27,578 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,965 shares; 2025Q1: 6,410 shares; 2025Q2: 8,592 shares; 2025Q3: 26,555 shares; 2025Q4: 27,342 shares; 2026Q1: 127,038 shares 127,038 $6.33M 0.01% +99,696 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,750 shares; 2026Q1: 212,528 shares 212,528 $6.32M 0.01% +204,778 Timeline IWY 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: restricted; 2024Q4: 42,072 shares; 2025Q1: 47,357 shares; 2025Q2: 42,675 shares; 2025Q3: 40,059 shares; 2025Q4: 39,453 shares; 2026Q1: 25,066 shares 25,066 $6.29M 0.01% -14,387 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,646 shares; 2025Q1: 22,543 shares; 2025Q2: 74,302 shares; 2025Q3: 95,214 shares; 2025Q4: 101,546 shares; 2026Q1: 61,187 shares 61,187 $6.25M 0.01% -40,359 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: restricted; 2024Q4: 31,471 shares; 2025Q1: 29,996 shares; 2025Q2: 98,145 shares; 2025Q3: 108,693 shares; 2025Q4: 185,818 shares; 2026Q1: 148,637 shares 148,637 $6.25M 0.01% -37,181 Timeline NOBL 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: restricted; 2024Q4: 88,181 shares; 2025Q1: 108,663 shares; 2025Q2: 80,906 shares; 2025Q3: 79,150 shares; 2025Q4: 87,874 shares; 2026Q1: 125,444 shares 125,444 $6.25M 0.01% +37,570 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,059 shares; 2025Q3: 159,598 shares; 2025Q4: 160,054 shares; 2026Q1: 149,934 shares 149,934 $6.24M 0.01% -10,120 Timeline DDTN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547,061 shares; 2026Q1: 331,146 shares 331,146 $6.24M 0.01% -215,915 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,852 shares; 2025Q1: 95,005 shares; 2025Q2: 87,336 shares; 2025Q3: 82,908 shares; 2025Q4: 87,694 shares; 2026Q1: 55,751 shares 55,751 $6.23M 0.01% -31,943 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,462 shares; 2025Q1: 19,804 shares; 2025Q2: 23,781 shares; 2025Q3: 47,073 shares; 2025Q4: 92,374 shares; 2026Q1: 77,605 shares 77,605 $6.22M 0.01% -14,769 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,721 shares; 2025Q1: 124,766 shares; 2025Q2: 146,593 shares; 2025Q3: 162,900 shares; 2025Q4: 168,449 shares; 2026Q1: 123,445 shares 123,445 $6.22M 0.01% -45,004 Timeline IPKW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,493 shares; 2025Q3: 147,280 shares; 2025Q4: 147,635 shares; 2026Q1: 109,463 shares 109,463 $6.19M 0.01% -38,172 Timeline BINC 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: restricted; 2024Q4: 39,056 shares; 2025Q1: 26,809 shares; 2025Q2: 58,786 shares; 2025Q3: 77,658 shares; 2025Q4: 102,058 shares; 2026Q1: 119,179 shares 119,179 $6.19M 0.01% +17,121 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,291 shares; 2025Q1: 602,708 shares; 2025Q2: 588,415 shares; 2025Q3: 604,977 shares; 2025Q4: 689,860 shares; 2026Q1: 533,208 shares 533,208 $6.19M 0.01% -156,652 Timeline JIRE 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: restricted; 2024Q4: 149,757 shares; 2025Q1: 158,077 shares; 2025Q2: 152,509 shares; 2025Q3: 85,549 shares; 2025Q4: 81,642 shares; 2026Q1: 80,359 shares 80,359 $6.15M 0.01% -1,283 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: restricted; 2024Q4: 105,925 shares; 2025Q1: 172,378 shares; 2025Q2: 141,380 shares; 2025Q3: 249,541 shares; 2025Q4: 334,886 shares; 2026Q1: 15,821 shares 15,821 $6.11M 0.01% -319,065 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: restricted; 2024Q4: 10,467 shares; 2025Q1: 16,914 shares; 2025Q2: 16,253 shares; 2025Q3: 17,739 shares; 2025Q4: 67,093 shares; 2026Q1: 95,624 shares 95,624 $6.11M 0.01% +28,531 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: restricted; 2024Q4: 6,801 shares; 2025Q1: 7,362 shares; 2025Q2: 22,928 shares; 2025Q3: 32,978 shares; 2025Q4: 59,752 shares; 2026Q1: 98,878 shares 98,878 $6.11M 0.01% +39,126 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,836 shares; 2025Q1: 8,185 shares; 2025Q2: 17,266 shares; 2025Q3: 27,032 shares; 2025Q4: 30,661 shares; 2026Q1: 34,801 shares 34,801 $6.1M 0.01% +4,140 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425,321 shares; 2025Q1: 413,523 shares; 2025Q2: 428,357 shares; 2025Q3: 425,494 shares; 2025Q4: 430,951 shares; 2026Q1: 271,458 shares 271,458 $6.09M 0.01% -159,493 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,309 shares; 2025Q1: 376,089 shares; 2025Q2: 385,540 shares; 2025Q3: 395,993 shares; 2025Q4: 401,952 shares; 2026Q1: 256,916 shares 256,916 $6.06M 0.01% -145,036 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,890 shares; 2026Q1: 65,452 shares 65,452 $6.05M 0.01% -34,438 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,981 shares; 2025Q1: 125,323 shares; 2025Q2: 110,633 shares; 2025Q3: 113,099 shares; 2025Q4: 105,238 shares; 2026Q1: 62,742 shares 62,742 $6.03M 0.01% -42,496 Timeline JSCP 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: restricted; 2024Q4: 1,801,181 shares; 2025Q1: 1,917,581 shares; 2025Q2: 259,727 shares; 2025Q3: 271,990 shares; 2025Q4: 281,859 shares; 2026Q1: 127,724 shares 127,724 $6.03M 0.01% -154,135 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,999 shares; 2026Q1: 90,767 shares 90,767 $6.02M 0.01% +41,768 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,153 shares; 2025Q1: 204,765 shares; 2025Q2: 190,564 shares; 2025Q3: 190,324 shares; 2025Q4: 184,647 shares; 2026Q1: 115,300 shares 115,300 $6.01M 0.01% -69,347 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,870 shares; 2025Q1: 255,758 shares; 2025Q2: 251,602 shares; 2025Q3: 246,486 shares; 2025Q4: 246,250 shares; 2026Q1: 91,096 shares 91,096 $6M 0.01% -155,154 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,514 shares; 2025Q1: 55,213 shares; 2025Q2: 55,507 shares; 2025Q3: 60,912 shares; 2025Q4: 79,338 shares; 2026Q1: 53,183 shares 53,183 $6M 0.01% -26,155 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,409 shares; 2025Q1: 35,169 shares; 2025Q2: 40,047 shares; 2025Q3: 45,993 shares; 2025Q4: 41,065 shares; 2026Q1: 138,914 shares 138,914 $6M 0.01% +97,849 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: restricted; 2024Q4: 19,800 shares; 2025Q1: 17,709 shares; 2025Q2: 17,814 shares; 2025Q3: 24,420 shares; 2025Q4: 39,266 shares; 2026Q1: 47,239 shares 47,239 $5.98M 0.01% +7,973 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,937 shares; 2025Q1: 73,999 shares; 2025Q2: 148,438 shares; 2025Q3: 144,124 shares; 2025Q4: 148,325 shares; 2026Q1: 122,199 shares 122,199 $5.98M 0.01% -26,126 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: restricted; 2024Q4: 110,864 shares; 2025Q1: 103,738 shares; 2025Q2: 121,893 shares; 2025Q3: 105,081 shares; 2025Q4: 84,796 shares; 2026Q1: 137,792 shares 137,792 $5.97M 0.01% +52,996 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,514 shares; 2025Q1: 190,487 shares; 2025Q2: 232,829 shares; 2025Q3: 252,444 shares; 2025Q4: 239,576 shares; 2026Q1: 162,061 shares 162,061 $5.96M 0.01% -77,515 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,847 shares 175,847 $5.96M 0.01% new Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,706 shares; 2025Q4: 58,422 shares; 2026Q1: 76,918 shares 76,918 $5.96M 0.01% +18,496 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,427 shares; 2025Q1: 19,711 shares; 2025Q2: 12,487 shares; 2025Q3: 19,369 shares; 2025Q4: 40,086 shares; 2026Q1: 88,713 shares 88,713 $5.93M 0.01% +48,627 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: restricted; 2024Q4: 9,975 shares; 2025Q1: 10,139 shares; 2025Q2: 14,561 shares; 2025Q3: 14,063 shares; 2025Q4: 164,491 shares; 2026Q1: 162,747 shares 162,747 $5.93M 0.01% -1,744 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 759,558 shares; 2025Q2: 748,854 shares; 2025Q3: 390,678 shares; 2025Q4: 396,445 shares; 2026Q1: 318,583 shares 318,583 $5.92M 0.01% -77,862 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: restricted; 2024Q4: 58,047 shares; 2025Q1: 56,737 shares; 2025Q2: 55,915 shares; 2025Q3: 58,024 shares; 2025Q4: 59,595 shares; 2026Q1: 43,503 shares 43,503 $5.9M 0.01% -16,092 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,120 shares; 2025Q1: 15,798 shares; 2025Q2: 19,938 shares; 2025Q3: 21,109 shares; 2025Q4: 21,419 shares; 2026Q1: 21,825 shares 21,825 $5.89M 0.01% +406 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,173 shares 140,173 $5.89M 0.01% new Timeline FTRB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,209 shares; 2025Q3: 42,762 shares; 2025Q4: 149,851 shares; 2026Q1: 233,785 shares 233,785 $5.89M 0.01% +83,934 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: restricted; 2024Q4: 8,098 shares; 2025Q1: 9,953 shares; 2025Q2: 44,382 shares; 2025Q3: 42,391 shares; 2025Q4: 78,608 shares; 2026Q1: 41,886 shares 41,886 $5.88M 0.01% -36,722 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,178 shares; 2026Q1: 50,404 shares 50,404 $5.87M 0.01% -15,774 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: restricted; 2024Q4: 245,182 shares; 2025Q1: 254,092 shares; 2025Q2: 281,761 shares; 2025Q3: 337,358 shares; 2025Q4: 372,367 shares; 2026Q1: 300,898 shares 300,898 $5.87M 0.01% -71,469 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,261 shares; 2025Q1: 73,545 shares; 2025Q2: 183,666 shares; 2025Q3: 100,971 shares; 2025Q4: 99,017 shares; 2026Q1: 66,644 shares 66,644 $5.87M 0.01% -32,373 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,340 shares; 2025Q1: 23,743 shares; 2025Q2: 154,097 shares; 2025Q3: 42,412 shares; 2025Q4: 57,379 shares; 2026Q1: 66,721 shares 66,721 $5.85M 0.01% +9,342 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,058 shares; 2025Q1: 51,814 shares; 2025Q2: 52,959 shares; 2025Q3: 53,969 shares; 2025Q4: 53,766 shares; 2026Q1: 36,378 shares 36,378 $5.81M 0.01% -17,388 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,286 shares; 2025Q1: 58,074 shares; 2025Q2: 56,223 shares; 2025Q3: 55,116 shares; 2025Q4: 55,008 shares; 2026Q1: 27,880 shares 27,880 $5.81M 0.01% -27,128 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,845 shares; 2025Q1: 135,627 shares; 2025Q2: 136,588 shares; 2025Q3: 137,894 shares; 2025Q4: 140,765 shares; 2026Q1: 158,758 shares 158,758 $5.8M 0.01% +17,993 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: restricted; 2024Q4: 216,142 shares; 2025Q1: 61,241 shares; 2025Q2: 55,804 shares; 2025Q3: 42,980 shares; 2025Q4: 56,986 shares; 2026Q1: 76,107 shares 76,107 $5.79M 0.01% +19,121 Timeline QUS 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: restricted; 2024Q4: 128,063 shares; 2025Q1: 132,070 shares; 2025Q2: 113,903 shares; 2025Q3: 50,476 shares; 2025Q4: 49,850 shares; 2026Q1: 33,498 shares 33,498 $5.79M 0.01% -16,352 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,704 shares; 2025Q4: 93,010 shares; 2026Q1: 175,687 shares 175,687 $5.79M 0.01% +82,677 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: restricted; 2024Q4: 114,716 shares; 2025Q1: 97,357 shares; 2025Q2: 83,959 shares; 2025Q3: 81,028 shares; 2025Q4: 78,276 shares; 2026Q1: 62,567 shares 62,567 $5.76M 0.01% -15,709 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: restricted; 2024Q4: 15,506 shares; 2025Q1: 17,422 shares; 2025Q2: 34,771 shares; 2025Q3: 35,721 shares; 2025Q4: 39,158 shares; 2026Q1: 50,251 shares 50,251 $5.75M 0.01% +11,093 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: restricted; 2024Q4: 53,239 shares; 2025Q1: 67,691 shares; 2025Q2: 66,878 shares; 2025Q3: 67,296 shares; 2025Q4: 135,309 shares; 2026Q1: 132,593 shares 132,593 $5.75M 0.01% -2,716 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,108 shares; 2025Q1: 28,639 shares; 2025Q2: 27,694 shares; 2025Q3: 31,463 shares; 2025Q4: 28,924 shares; 2026Q1: 29,414 shares 29,414 $5.74M 0.01% +490 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,558 shares; 2025Q1: 163,014 shares; 2025Q2: 177,458 shares; 2025Q3: 190,964 shares; 2025Q4: 82,375 shares; 2026Q1: 106,236 shares 106,236 $5.74M 0.01% +23,861 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,262 shares; 2025Q1: 94,179 shares; 2025Q2: 96,366 shares; 2025Q3: 97,251 shares; 2025Q4: 93,115 shares; 2026Q1: 49,548 shares 49,548 $5.73M 0.01% -43,567 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: restricted; 2024Q4: 79,380 shares; 2025Q1: 79,087 shares; 2025Q2: 83,359 shares; 2025Q3: 72,802 shares; 2025Q4: 72,942 shares; 2026Q1: 57,783 shares 57,783 $5.66M 0.01% -15,159 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,512 shares; 2025Q1: 14,843 shares; 2025Q2: 23,656 shares; 2025Q3: 106,322 shares; 2025Q4: 217,309 shares; 2026Q1: 233,687 shares 233,687 $5.66M 0.01% +16,378 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,537 shares; 2025Q1: 31,882 shares; 2025Q2: 33,034 shares; 2025Q3: 33,832 shares; 2025Q4: 35,202 shares; 2026Q1: 26,849 shares 26,849 $5.65M 0.01% -8,353 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: restricted; 2024Q4: 23,201 shares; 2025Q1: 44,584 shares; 2025Q2: 74,381 shares; 2025Q3: 89,424 shares; 2025Q4: 83,803 shares; 2026Q1: 112,375 shares 112,375 $5.64M 0.01% +28,572 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,754 shares; 2025Q1: 27,189 shares; 2025Q2: 33,598 shares; 2025Q3: 33,517 shares; 2025Q4: 32,272 shares; 2026Q1: 20,214 shares 20,214 $5.63M 0.01% -12,058 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,233 shares; 2025Q1: 166,900 shares; 2025Q2: 179,657 shares; 2025Q3: 188,899 shares; 2025Q4: 198,040 shares; 2026Q1: 160,652 shares 160,652 $5.6M 0.01% -37,388 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: restricted; 2024Q4: 24,235 shares; 2025Q1: 45,449 shares; 2025Q2: 48,547 shares; 2025Q3: 62,487 shares; 2025Q4: 53,396 shares; 2026Q1: 65,686 shares 65,686 $5.57M 0.01% +12,290 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,115 shares; 2025Q1: 142,505 shares; 2025Q2: 169,778 shares; 2025Q3: 173,147 shares; 2025Q4: 394,545 shares; 2026Q1: 191,307 shares 191,307 $5.56M 0.01% -203,238 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,688 shares; 2025Q1: 178,510 shares; 2025Q2: 169,669 shares; 2025Q3: 153,429 shares; 2025Q4: 128,517 shares; 2026Q1: 102,099 shares 102,099 $5.56M 0.01% -26,418 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: restricted; 2024Q4: 482,572 shares; 2025Q1: 492,441 shares; 2025Q2: 483,025 shares; 2025Q3: 339,863 shares; 2025Q4: 341,830 shares; 2026Q1: 188,189 shares 188,189 $5.56M 0.01% -153,641 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,318 shares; 2025Q1: 15,874 shares; 2025Q2: 16,077 shares; 2025Q3: 18,715 shares; 2025Q4: 21,685 shares; 2026Q1: 24,252 shares 24,252 $5.56M 0.01% +2,567 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,258 shares; 2025Q1: 28,933 shares; 2025Q2: 28,482 shares; 2025Q3: 31,782 shares; 2025Q4: 36,837 shares; 2026Q1: 36,977 shares 36,977 $5.55M 0.01% +140 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,498 shares; 2025Q2: 10,988 shares; 2025Q3: 11,111 shares; 2025Q4: 11,947 shares; 2026Q1: 19,193 shares 19,193 $5.55M 0.01% +7,246 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,613 shares; 2025Q1: 96,595 shares; 2025Q2: 470,892 shares; 2025Q3: 169,348 shares; 2025Q4: 175,045 shares; 2026Q1: 175,243 shares 175,243 $5.54M 0.01% +198 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: restricted; 2024Q4: 10,372 shares; 2025Q1: 16,597 shares; 2025Q2: 28,784 shares; 2025Q3: 36,479 shares; 2025Q4: 52,051 shares; 2026Q1: 66,115 shares 66,115 $5.54M 0.01% +14,064 Timeline FCPI 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: restricted; 2024Q4: 91,700 shares; 2025Q1: 95,534 shares; 2025Q2: 104,838 shares; 2025Q3: 108,320 shares; 2025Q4: 118,673 shares; 2026Q1: 111,101 shares 111,101 $5.52M 0.01% -7,572 Timeline OEF 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: restricted; 2024Q4: 39,192 shares; 2025Q1: 35,732 shares; 2025Q2: 21,935 shares; 2025Q3: 23,004 shares; 2025Q4: 26,526 shares; 2026Q1: 17,218 shares 17,218 $5.52M 0.01% -9,308 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,825 shares; 2025Q1: 151,216 shares; 2025Q2: 160,191 shares; 2025Q3: 167,602 shares; 2025Q4: 173,851 shares; 2026Q1: 224,696 shares 224,696 $5.51M 0.01% +50,845 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,914 shares; 2025Q1: 85,638 shares; 2025Q2: 83,724 shares; 2025Q3: 81,768 shares; 2025Q4: 74,724 shares; 2026Q1: 52,083 shares 52,083 $5.5M 0.01% -22,641 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,622 shares; 2025Q1: 25,553 shares; 2025Q2: 25,626 shares; 2025Q3: 25,778 shares; 2025Q4: 25,694 shares; 2026Q1: 9,654 shares 9,654 $5.5M 0.01% -16,040 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 256,196 shares; 2025Q3: 359,764 shares; 2025Q4: 388,779 shares; 2026Q1: 391,175 shares 391,175 $5.48M 0.01% +2,396 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,611 shares; 2025Q1: 148,302 shares; 2025Q2: 152,469 shares; 2025Q3: 107,168 shares; 2025Q4: 71,590 shares; 2026Q1: 77,120 shares 77,120 $5.45M 0.01% +5,530 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,660 shares; 2025Q1: 25,854 shares; 2025Q2: 31,923 shares; 2025Q3: 32,024 shares; 2025Q4: 34,234 shares; 2026Q1: 30,171 shares 30,171 $5.44M 0.01% -4,063 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,732 shares; 2025Q1: 37,612 shares; 2025Q2: 39,275 shares; 2025Q3: 37,648 shares; 2025Q4: 38,097 shares; 2026Q1: 48,151 shares 48,151 $5.4M 0.01% +10,054 Timeline FNDE 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: restricted; 2024Q4: 112,135 shares; 2025Q1: 104,924 shares; 2025Q2: 105,294 shares; 2025Q3: 124,947 shares; 2025Q4: 136,061 shares; 2026Q1: 141,174 shares 141,174 $5.39M 0.01% +5,113 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,624 shares; 2025Q1: 12,730 shares; 2025Q2: 16,231 shares; 2025Q3: 18,821 shares; 2025Q4: 20,159 shares; 2026Q1: 21,757 shares 21,757 $5.38M 0.01% +1,598 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: restricted; 2024Q4: 9,861 shares; 2025Q1: 13,259 shares; 2025Q2: 20,289 shares; 2025Q3: 26,480 shares; 2025Q4: 35,960 shares; 2026Q1: 32,827 shares 32,827 $5.37M 0.01% -3,133 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,164 shares; 2025Q1: 5,263 shares; 2025Q2: 7,878 shares; 2025Q3: 9,626 shares; 2025Q4: 47,593 shares; 2026Q1: 35,837 shares 35,837 $5.35M 0.01% -11,756 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: restricted; 2024Q4: 191,446 shares; 2025Q1: 202,901 shares; 2025Q2: 198,359 shares; 2025Q3: 195,826 shares; 2025Q4: 202,188 shares; 2026Q1: 196,030 shares 196,030 $5.34M 0.01% -6,158 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,817 shares; 2025Q1: 159,487 shares; 2025Q2: 157,096 shares; 2025Q3: 153,495 shares; 2025Q4: 164,295 shares; 2026Q1: 202,450 shares 202,450 $5.33M 0.01% +38,155 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636,290 shares; 2025Q1: 561,213 shares; 2025Q2: 530,667 shares; 2025Q3: 387,438 shares; 2025Q4: 373,288 shares; 2026Q1: 297,643 shares 297,643 $5.31M 0.01% -75,645 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: restricted; 2024Q4: 15,858 shares; 2025Q1: 17,911 shares; 2025Q2: 22,103 shares; 2025Q3: 22,325 shares; 2025Q4: 21,280 shares; 2026Q1: 36,948 shares 36,948 $5.28M 0.01% +15,668 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,378 shares; 2025Q1: 15,389 shares; 2025Q2: 33,822 shares; 2025Q3: 37,384 shares; 2025Q4: 51,477 shares; 2026Q1: 59,469 shares 59,469 $5.28M 0.01% +7,992 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: restricted; 2024Q4: 6,788 shares; 2025Q1: not reported; 2025Q2: 6,377 shares; 2025Q3: 39,884 shares; 2025Q4: 103,883 shares; 2026Q1: 137,546 shares 137,546 $5.27M 0.01% +33,663 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,851 shares; 2025Q2: 43,863 shares; 2025Q3: 236,003 shares; 2025Q4: 240,145 shares; 2026Q1: 116,315 shares 116,315 $5.26M 0.01% -123,830 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,880 shares; 2025Q4: 6,336 shares; 2026Q1: 80,861 shares 80,861 $5.25M 0.01% +74,525 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,422 shares; 2025Q1: 85,949 shares; 2025Q2: 84,234 shares; 2025Q3: 82,925 shares; 2025Q4: 84,106 shares; 2026Q1: 48,995 shares 48,995 $5.22M 0.01% -35,111 Timeline IJJ 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: restricted; 2024Q4: 110,845 shares; 2025Q1: 103,576 shares; 2025Q2: 107,447 shares; 2025Q3: 104,030 shares; 2025Q4: 104,472 shares; 2026Q1: 66,274 shares 66,274 $5.21M 0.01% -38,198 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266,776 shares; 2025Q1: 83,432 shares; 2025Q2: 82,667 shares; 2025Q3: 43,975 shares; 2025Q4: 40,395 shares; 2026Q1: 111,562 shares 111,562 $5.18M 0.01% +71,167 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271,388 shares 271,388 $5.17M 0.01% new Timeline RPG 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: restricted; 2024Q4: 138,580 shares; 2025Q1: 133,763 shares; 2025Q2: 134,641 shares; 2025Q3: 131,128 shares; 2025Q4: 121,690 shares; 2026Q1: 107,477 shares 107,477 $5.16M 0.01% -14,213 Timeline AIA 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: restricted; 2024Q4: 44,473 shares; 2025Q1: 42,780 shares; 2025Q2: 36,417 shares; 2025Q3: 39,068 shares; 2025Q4: 41,351 shares; 2026Q1: 48,834 shares 48,834 $5.16M 0.01% +7,483 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,563 shares; 2025Q1: 111,922 shares; 2025Q2: 106,142 shares; 2025Q3: 98,932 shares; 2025Q4: 97,609 shares; 2026Q1: 88,350 shares 88,350 $5.15M 0.01% -9,259 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,640 shares; 2025Q1: 97,226 shares; 2025Q2: 82,296 shares; 2025Q3: 82,630 shares; 2025Q4: 140,194 shares; 2026Q1: 103,672 shares 103,672 $5.14M 0.01% -36,522 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: restricted; 2024Q4: 9,451 shares; 2025Q1: 10,593 shares; 2025Q2: 10,608 shares; 2025Q3: 20,689 shares; 2025Q4: 25,109 shares; 2026Q1: 55,842 shares 55,842 $5.14M 0.01% +30,733 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,429 shares; 2025Q1: 55,590 shares; 2025Q2: 50,448 shares; 2025Q3: 48,551 shares; 2025Q4: 49,830 shares; 2026Q1: 33,114 shares 33,114 $5.13M 0.01% -16,716 Timeline CRTC 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: restricted; 2024Q4: 28,594 shares; 2025Q1: 255,501 shares; 2025Q2: 277,015 shares; 2025Q3: 274,402 shares; 2025Q4: 277,587 shares; 2026Q1: 143,640 shares 143,640 $5.13M 0.01% -133,947 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: restricted; 2024Q4: 74,362 shares; 2025Q1: 58,380 shares; 2025Q2: 72,420 shares; 2025Q3: 70,975 shares; 2025Q4: 82,623 shares; 2026Q1: 106,888 shares 106,888 $5.12M 0.01% +24,265 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,874 shares; 2025Q1: 49,086 shares; 2025Q2: 50,250 shares; 2025Q3: 49,019 shares; 2025Q4: 54,584 shares; 2026Q1: 53,411 shares 53,411 $5.09M 0.01% -1,173 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,812 shares; 2025Q1: 232,699 shares; 2025Q2: 238,237 shares; 2025Q3: 252,953 shares; 2025Q4: 246,994 shares; 2026Q1: 217,704 shares 217,704 $5.07M 0.01% -29,290 Timeline RDIV 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: restricted; 2024Q4: 107,533 shares; 2025Q1: 115,569 shares; 2025Q2: 101,929 shares; 2025Q3: 103,518 shares; 2025Q4: 99,243 shares; 2026Q1: 91,453 shares 91,453 $5.06M 0.01% -7,790 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,248 shares; 2025Q1: 4,292 shares; 2025Q2: 4,307 shares; 2025Q3: 4,272 shares; 2025Q4: 4,363 shares; 2026Q1: 2,664 shares 2,664 $5.06M 0.01% -1,699 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,230 shares; 2025Q1: 27,529 shares; 2025Q2: 28,860 shares; 2025Q3: 30,316 shares; 2025Q4: 41,492 shares; 2026Q1: 63,288 shares 63,288 $5.04M 0.01% +21,796 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,829 shares; 2025Q1: 30,208 shares; 2025Q2: 10,795 shares; 2025Q3: 7,260 shares; 2025Q4: 9,327 shares; 2026Q1: 14,221 shares 14,221 $5.03M 0.01% +4,894 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,249 shares; 2025Q1: 243,969 shares; 2025Q2: 263,612 shares; 2025Q3: 283,861 shares; 2025Q4: 294,061 shares; 2026Q1: 209,520 shares 209,520 $5.02M 0.01% -84,541 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,398 shares; 2025Q1: 345,685 shares; 2025Q2: 337,422 shares; 2025Q3: 471,426 shares; 2025Q4: 472,339 shares; 2026Q1: 269,445 shares 269,445 $5.02M 0.01% -202,894 Timeline FLCV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,863 shares; 2025Q3: 164,207 shares; 2025Q4: 164,003 shares; 2026Q1: 157,216 shares 157,216 $5M 0.01% -6,787 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: restricted; 2024Q4: 6,699 shares; 2025Q1: 13,762 shares; 2025Q2: 9,965 shares; 2025Q3: 8,806 shares; 2025Q4: 8,953 shares; 2026Q1: 9,800 shares 9,800 $5M 0.01% +847 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271,311 shares; 2025Q1: 273,158 shares; 2025Q2: 358,460 shares; 2025Q3: 387,433 shares; 2025Q4: 500,678 shares; 2026Q1: 289,910 shares 289,910 $4.99M 0.01% -210,768 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,218 shares; 2025Q1: 265,234 shares; 2025Q2: 205,289 shares; 2025Q3: 201,798 shares; 2025Q4: 179,241 shares; 2026Q1: 106,194 shares 106,194 $4.99M 0.01% -73,047 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: restricted; 2024Q4: 102,451 shares; 2025Q1: 154,069 shares; 2025Q2: 174,483 shares; 2025Q3: 121,626 shares; 2025Q4: 204,993 shares; 2026Q1: 255,087 shares 255,087 $4.96M 0.01% +50,094 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: restricted; 2024Q4: 314,426 shares; 2025Q1: 351,492 shares; 2025Q2: 759,301 shares; 2025Q3: 648,532 shares; 2025Q4: 622,030 shares; 2026Q1: 204,516 shares 204,516 $4.94M 0.01% -417,514 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,307 shares; 2025Q1: 172,866 shares; 2025Q2: 164,004 shares; 2025Q3: 190,343 shares; 2025Q4: 165,621 shares; 2026Q1: 236,596 shares 236,596 $4.94M 0.01% +70,975 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: restricted; 2024Q4: 21,261 shares; 2025Q1: 15,805 shares; 2025Q2: 40,258 shares; 2025Q3: 64,801 shares; 2025Q4: 81,390 shares; 2026Q1: 104,884 shares 104,884 $4.92M 0.01% +23,494 Timeline DFSB 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: restricted; 2024Q4: 75,020 shares; 2025Q1: 80,850 shares; 2025Q2: 83,531 shares; 2025Q3: 91,033 shares; 2025Q4: 92,782 shares; 2026Q1: 94,666 shares 94,666 $4.91M 0.01% +1,884 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,253 shares; 2025Q1: 185,425 shares; 2025Q2: 168,763 shares; 2025Q3: 151,305 shares; 2025Q4: 145,272 shares; 2026Q1: 121,252 shares 121,252 $4.9M 0.01% -24,020 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,096 shares; 2025Q1: 103,521 shares; 2025Q2: 103,650 shares; 2025Q3: 105,629 shares; 2025Q4: 113,114 shares; 2026Q1: 54,064 shares 54,064 $4.89M 0.01% -59,050 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,386 shares; 2025Q1: 182,724 shares; 2025Q2: 183,021 shares; 2025Q3: 186,280 shares; 2025Q4: 190,134 shares; 2026Q1: 126,190 shares 126,190 $4.87M 0.01% -63,944 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,257 shares; 2025Q1: 62,016 shares; 2025Q2: 64,749 shares; 2025Q3: 66,881 shares; 2025Q4: 64,287 shares; 2026Q1: 37,600 shares 37,600 $4.86M 0.01% -26,687 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 7,334 shares; 2025Q2: 22,035 shares; 2025Q3: 20,807 shares; 2025Q4: 21,016 shares; 2026Q1: 26,695 shares 26,695 $4.83M 0.01% +5,679 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,584 shares; 2025Q1: 15,635 shares; 2025Q2: 13,485 shares; 2025Q3: 38,094 shares; 2025Q4: 4,242 shares; 2026Q1: 38,096 shares 38,096 $4.82M 0.01% +33,854 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: restricted; 2024Q4: 22,318 shares; 2025Q1: 26,310 shares; 2025Q2: 23,313 shares; 2025Q3: 28,029 shares; 2025Q4: 27,660 shares; 2026Q1: 24,993 shares 24,993 $4.81M 0.01% -2,667 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,586 shares; 2025Q1: 17,640 shares; 2025Q2: 18,408 shares; 2025Q3: 19,125 shares; 2025Q4: 19,210 shares; 2026Q1: 17,511 shares 17,511 $4.79M 0.01% -1,699 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: restricted; 2024Q4: 6,355 shares; 2025Q1: 8,783 shares; 2025Q2: 13,558 shares; 2025Q3: 10,596 shares; 2025Q4: 21,773 shares; 2026Q1: 25,929 shares 25,929 $4.79M 0.01% +4,156 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,906 shares; 2025Q1: 5,174 shares; 2025Q2: 15,031 shares; 2025Q3: 24,248 shares; 2025Q4: 26,094 shares; 2026Q1: 53,978 shares 53,978 $4.77M 0.01% +27,884 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,414 shares; 2025Q1: 60,528 shares; 2025Q2: 65,402 shares; 2025Q3: 71,295 shares; 2025Q4: 53,759 shares; 2026Q1: 46,085 shares 46,085 $4.76M 0.01% -7,674 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: restricted; 2024Q4: 30,341 shares; 2025Q1: 31,644 shares; 2025Q2: 137,600 shares; 2025Q3: 157,831 shares; 2025Q4: 151,246 shares; 2026Q1: 64,091 shares 64,091 $4.74M 0.01% -87,155 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,162 shares; 2025Q1: 33,864 shares; 2025Q2: 26,947 shares; 2025Q3: 25,672 shares; 2025Q4: 24,414 shares; 2026Q1: 24,432 shares 24,432 $4.74M 0.01% +18 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: restricted; 2024Q4: 104,079 shares; 2025Q1: 114,929 shares; 2025Q2: 96,474 shares; 2025Q3: 108,001 shares; 2025Q4: 164,666 shares; 2026Q1: 319,162 shares 319,162 $4.74M 0.01% +154,496 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,180 shares; 2025Q1: 105,272 shares; 2025Q2: 105,472 shares; 2025Q3: 142,898 shares; 2025Q4: 140,881 shares; 2026Q1: 81,086 shares 81,086 $4.73M 0.01% -59,795 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: restricted; 2024Q4: 42,965 shares; 2025Q1: 55,307 shares; 2025Q2: 91,546 shares; 2025Q3: 92,973 shares; 2025Q4: 150,960 shares; 2026Q1: 217,267 shares 217,267 $4.73M 0.01% +66,307 Timeline IBB 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: restricted; 2024Q4: 40,761 shares; 2025Q1: 41,921 shares; 2025Q2: 37,161 shares; 2025Q3: 35,314 shares; 2025Q4: 38,724 shares; 2026Q1: 29,592 shares 29,592 $4.72M 0.01% -9,132 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,202 shares; 2025Q1: 198,092 shares; 2025Q2: 196,493 shares; 2025Q3: 223,500 shares; 2025Q4: 216,307 shares; 2026Q1: 138,121 shares 138,121 $4.72M 0.01% -78,186 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439,010 shares; 2025Q1: 356,421 shares; 2025Q2: 324,547 shares; 2025Q3: 320,919 shares; 2025Q4: 305,777 shares; 2026Q1: 214,979 shares 214,979 $4.71M 0.01% -90,798 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: restricted; 2024Q4: 4,647 shares; 2025Q1: 6,293 shares; 2025Q2: 5,269 shares; 2025Q3: 8,343 shares; 2025Q4: 11,739 shares; 2026Q1: 21,145 shares 21,145 $4.69M 0.01% +9,406 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,628 shares; 2025Q1: 44,003 shares; 2025Q2: 45,222 shares; 2025Q3: 51,601 shares; 2025Q4: 55,860 shares; 2026Q1: 37,109 shares 37,109 $4.69M 0.01% -18,751 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,897 shares; 2025Q1: 60,791 shares; 2025Q2: 81,831 shares; 2025Q3: 82,094 shares; 2025Q4: 103,589 shares; 2026Q1: 56,838 shares 56,838 $4.65M 0.01% -46,751 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,516 shares; 2025Q1: 13,194 shares; 2025Q2: 10,709 shares; 2025Q3: 98,298 shares; 2025Q4: 96,966 shares; 2026Q1: 124,368 shares 124,368 $4.63M 0.01% +27,402 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: restricted; 2024Q4: 235,081 shares; 2025Q1: 235,285 shares; 2025Q2: 233,154 shares; 2025Q3: 233,927 shares; 2025Q4: 245,025 shares; 2026Q1: 198,355 shares 198,355 $4.59M 0.01% -46,670 Timeline DUSB 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: restricted; 2024Q4: 65,639 shares; 2025Q1: 68,662 shares; 2025Q2: 69,114 shares; 2025Q3: 89,433 shares; 2025Q4: 98,947 shares; 2026Q1: 89,936 shares 89,936 $4.56M 0.01% -9,011 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,271 shares; 2025Q1: 10,271 shares; 2025Q2: not reported; 2025Q3: 12,791 shares; 2025Q4: 170,272 shares; 2026Q1: 145,817 shares 145,817 $4.56M 0.01% -24,455 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,145 shares; 2025Q1: 23,947 shares; 2025Q2: 40,505 shares; 2025Q3: 47,644 shares; 2025Q4: 177,780 shares; 2026Q1: 72,462 shares 72,462 $4.55M 0.01% -105,318 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,141 shares; 2025Q1: 57,934 shares; 2025Q2: 54,717 shares; 2025Q3: 52,245 shares; 2025Q4: 45,867 shares; 2026Q1: 49,397 shares 49,397 $4.54M 0.01% +3,530 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,687 shares; 2025Q1: 9,849 shares; 2025Q2: 8,398 shares; 2025Q3: 8,344 shares; 2025Q4: 8,465 shares; 2026Q1: 20,412 shares 20,412 $4.49M 0.01% +11,947 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: restricted; 2024Q4: 69,094 shares; 2025Q1: 66,931 shares; 2025Q2: 52,002 shares; 2025Q3: 10,657 shares; 2025Q4: 37,702 shares; 2026Q1: 52,015 shares 52,015 $4.48M 0.01% +14,313 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,339 shares; 2025Q1: 80,660 shares; 2025Q2: 78,321 shares; 2025Q3: 79,024 shares; 2025Q4: 79,500 shares; 2026Q1: 55,927 shares 55,927 $4.48M 0.01% -23,573 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 27,216 shares; 2025Q3: 27,886 shares; 2025Q4: 28,084 shares; 2026Q1: 23,720 shares 23,720 $4.48M 0.01% -4,364 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: restricted; 2024Q4: 35,816 shares; 2025Q1: 74,108 shares; 2025Q2: 133,410 shares; 2025Q3: 127,814 shares; 2025Q4: 126,518 shares; 2026Q1: 102,496 shares 102,496 $4.48M 0.01% -24,022 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,240 shares; 2025Q1: 49,624 shares; 2025Q2: 43,614 shares; 2025Q3: 40,815 shares; 2025Q4: 38,120 shares; 2026Q1: 30,506 shares 30,506 $4.48M 0.01% -7,614 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: restricted; 2024Q4: 1,722 shares; 2025Q1: not reported; 2025Q2: 7,621 shares; 2025Q3: 7,584 shares; 2025Q4: 14,744 shares; 2026Q1: 38,506 shares 38,506 $4.47M 0.01% +23,762 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,517 shares; 2025Q1: 20,172 shares; 2025Q2: 19,810 shares; 2025Q3: 20,037 shares; 2025Q4: 17,949 shares; 2026Q1: 11,815 shares 11,815 $4.47M 0.01% -6,134 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,671 shares; 2025Q1: 89,528 shares; 2025Q2: 94,317 shares; 2025Q3: 95,061 shares; 2025Q4: 107,986 shares; 2026Q1: 103,507 shares 103,507 $4.47M 0.01% -4,479 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,150 shares; 2025Q4: 185,011 shares; 2026Q1: 228,926 shares 228,926 $4.45M 0.01% +43,915 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: restricted; 2024Q4: 6,499 shares; 2025Q1: 9,380 shares; 2025Q2: 11,192 shares; 2025Q3: 15,551 shares; 2025Q4: 25,343 shares; 2026Q1: 29,045 shares 29,045 $4.44M 0.01% +3,702 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 11,619 shares; 2025Q2: 11,365 shares; 2025Q3: 13,119 shares; 2025Q4: 13,367 shares; 2026Q1: 15,833 shares 15,833 $4.41M 0.01% +2,466 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,105 shares; 2025Q1: 11,609 shares; 2025Q2: 13,517 shares; 2025Q3: 13,915 shares; 2025Q4: 44,739 shares; 2026Q1: 57,451 shares 57,451 $4.4M 0.01% +12,712 Timeline IHDG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,518 shares; 2025Q4: 129,998 shares; 2026Q1: 89,837 shares 89,837 $4.39M 0.01% -40,161 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,678 shares; 2025Q1: 57,941 shares; 2025Q2: 61,248 shares; 2025Q3: 115,230 shares; 2025Q4: 112,877 shares; 2026Q1: 125,985 shares 125,985 $4.38M 0.01% +13,108 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: restricted; 2024Q4: 7,999 shares; 2025Q1: 9,650 shares; 2025Q2: 9,890 shares; 2025Q3: 36,541 shares; 2025Q4: 89,835 shares; 2026Q1: 138,207 shares 138,207 $4.35M 0.01% +48,372 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,714 shares; 2025Q1: 161,433 shares; 2025Q2: 158,595 shares; 2025Q3: 164,976 shares; 2025Q4: 164,561 shares; 2026Q1: 98,570 shares 98,570 $4.35M 0.01% -65,991 Timeline TPSC 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: restricted; 2024Q4: 14,640 shares; 2025Q1: 15,484 shares; 2025Q2: 5,366 shares; 2025Q3: 14,369 shares; 2025Q4: 152,633 shares; 2026Q1: 101,394 shares 101,394 $4.35M 0.01% -51,239 Timeline GDMA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,937 shares; 2025Q3: 102,424 shares; 2025Q4: 133,751 shares; 2026Q1: 106,678 shares 106,678 $4.35M 0.01% -27,073 Timeline FELC 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: restricted; 2024Q4: 14,613 shares; 2025Q1: 17,162 shares; 2025Q2: 224,140 shares; 2025Q3: 225,209 shares; 2025Q4: 223,905 shares; 2026Q1: 118,707 shares 118,707 $4.34M 0.01% -105,198 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,798 shares; 2025Q1: 115,838 shares; 2025Q2: 113,824 shares; 2025Q3: 134,240 shares; 2025Q4: 142,470 shares; 2026Q1: 116,972 shares 116,972 $4.33M 0.01% -25,498 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: restricted; 2024Q4: 97,134 shares; 2025Q1: 254,989 shares; 2025Q2: 300,400 shares; 2025Q3: 323,198 shares; 2025Q4: 345,167 shares; 2026Q1: 322,118 shares 322,118 $4.33M 0.01% -23,049 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,145 shares; 2025Q1: 146,786 shares; 2025Q2: 136,360 shares; 2025Q3: 134,393 shares; 2025Q4: 130,408 shares; 2026Q1: 100,417 shares 100,417 $4.33M 0.01% -29,991 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,516 shares; 2025Q1: 162,349 shares; 2025Q2: 116,978 shares; 2025Q3: 167,642 shares; 2025Q4: 171,556 shares; 2026Q1: 99,738 shares 99,738 $4.32M 0.01% -71,818 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,509 shares; 2025Q1: 103,132 shares; 2025Q2: 123,338 shares; 2025Q3: 124,824 shares; 2025Q4: 131,174 shares; 2026Q1: 93,262 shares 93,262 $4.32M 0.01% -37,912 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,740 shares; 2025Q1: 162,310 shares; 2025Q2: 236,774 shares; 2025Q3: 246,115 shares; 2025Q4: 220,694 shares; 2026Q1: 186,479 shares 186,479 $4.31M 0.01% -34,215 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,397 shares; 2025Q1: 16,409 shares; 2025Q2: 16,256 shares; 2025Q3: 16,709 shares; 2025Q4: 25,648 shares; 2026Q1: 31,790 shares 31,790 $4.3M 0.01% +6,142 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440,157 shares; 2025Q1: 450,089 shares; 2025Q2: 200,276 shares; 2025Q3: 274,194 shares; 2025Q4: 247,661 shares; 2026Q1: 270,922 shares 270,922 $4.29M 0.01% +23,261 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,366 shares; 2025Q1: 32,291 shares; 2025Q2: 36,253 shares; 2025Q3: 33,718 shares; 2025Q4: 32,823 shares; 2026Q1: 22,013 shares 22,013 $4.28M 0.01% -10,810 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: restricted; 2024Q4: 52,000 shares; 2025Q1: 57,318 shares; 2025Q2: 78,710 shares; 2025Q3: 117,782 shares; 2025Q4: 151,156 shares; 2026Q1: 247,483 shares 247,483 $4.28M 0.01% +96,327 Timeline EMNT 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: restricted; 2024Q4: 76,279 shares; 2025Q1: 59,444 shares; 2025Q2: 60,701 shares; 2025Q3: 62,945 shares; 2025Q4: 66,996 shares; 2026Q1: 43,099 shares 43,099 $4.25M 0.01% -23,897 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,417 shares; 2025Q1: 125,417 shares; 2025Q2: 124,919 shares; 2025Q3: 129,135 shares; 2025Q4: 149,645 shares; 2026Q1: 88,999 shares 88,999 $4.23M 0.01% -60,646 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,955 shares; 2025Q1: 42,018 shares; 2025Q2: 60,948 shares; 2025Q3: 62,538 shares; 2025Q4: 65,084 shares; 2026Q1: 62,310 shares 62,310 $4.21M 0.01% -2,774 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: restricted; 2024Q4: 147,957 shares; 2025Q1: 179,769 shares; 2025Q2: 170,914 shares; 2025Q3: 151,683 shares; 2025Q4: 156,208 shares; 2026Q1: 211,194 shares 211,194 $4.2M 0.01% +54,986 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 6,316 shares; 2025Q2: 22,393 shares; 2025Q3: 22,684 shares; 2025Q4: 23,722 shares; 2026Q1: 15,456 shares 15,456 $4.2M 0.01% -8,266 Timeline FBCG 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: restricted; 2024Q4: 157,895 shares; 2025Q1: 234,090 shares; 2025Q2: 69,162 shares; 2025Q3: 69,773 shares; 2025Q4: 75,257 shares; 2026Q1: 82,405 shares 82,405 $4.2M 0.01% +7,148 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: restricted; 2024Q4: 23,472 shares; 2025Q1: 32,384 shares; 2025Q2: 42,238 shares; 2025Q3: 57,383 shares; 2025Q4: 74,141 shares; 2026Q1: 117,128 shares 117,128 $4.2M 0.01% +42,987 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,058 shares; 2025Q1: 99,091 shares; 2025Q2: 97,989 shares; 2025Q3: 97,944 shares; 2025Q4: 96,891 shares; 2026Q1: 81,228 shares 81,228 $4.18M 0.01% -15,663 Timeline SAEF 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: restricted; 2024Q4: 272,367 shares; 2025Q1: 261,589 shares; 2025Q2: 258,417 shares; 2025Q3: 269,371 shares; 2025Q4: 281,343 shares; 2026Q1: 151,382 shares 151,382 $4.18M 0.01% -129,961 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,963 shares; 2025Q1: 16,926 shares; 2025Q2: 19,693 shares; 2025Q3: 25,370 shares; 2025Q4: 87,543 shares; 2026Q1: 37,394 shares 37,394 $4.18M 0.01% -50,149 Timeline PCY 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: restricted; 2024Q4: 706,345 shares; 2025Q1: 515,882 shares; 2025Q2: 456,200 shares; 2025Q3: 386,780 shares; 2025Q4: 353,713 shares; 2026Q1: 198,206 shares 198,206 $4.17M 0.01% -155,507 Timeline SFLR 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: restricted; 2024Q4: 53,501 shares; 2025Q1: 118,502 shares; 2025Q2: 136,206 shares; 2025Q3: 112,289 shares; 2025Q4: 117,123 shares; 2026Q1: 116,747 shares 116,747 $4.17M 0.01% -376 Timeline DVYE 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: restricted; 2024Q4: 28,655 shares; 2025Q1: 31,581 shares; 2025Q2: 47,050 shares; 2025Q3: 88,647 shares; 2025Q4: 100,700 shares; 2026Q1: 121,127 shares 121,127 $4.16M 0.01% +20,427 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,400 shares; 2025Q1: 87,755 shares; 2025Q2: 91,470 shares; 2025Q3: 95,857 shares; 2025Q4: 103,891 shares; 2026Q1: 83,316 shares 83,316 $4.16M 0.01% -20,575 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,778 shares; 2025Q1: 153,237 shares; 2025Q2: 152,742 shares; 2025Q3: 144,249 shares; 2025Q4: 142,680 shares; 2026Q1: 114,540 shares 114,540 $4.15M 0.01% -28,140 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 7,160 shares; 2025Q2: 7,124 shares; 2025Q3: 6,909 shares; 2025Q4: 7,937 shares; 2026Q1: 5,667 shares 5,667 $4.15M 0.01% -2,270 Timeline RSPN 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: restricted; 2024Q4: 136,137 shares; 2025Q1: not reported; 2025Q2: 128,961 shares; 2025Q3: 129,299 shares; 2025Q4: 130,360 shares; 2026Q1: 71,436 shares 71,436 $4.14M 0.01% -58,924 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,326 shares; 2025Q1: 135,065 shares; 2025Q2: 123,936 shares; 2025Q3: 117,622 shares; 2025Q4: 108,121 shares; 2026Q1: 52,056 shares 52,056 $4.14M 0.01% -56,065 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 524,158 shares; 2025Q1: 502,872 shares; 2025Q2: 464,815 shares; 2025Q3: 464,126 shares; 2025Q4: 443,273 shares; 2026Q1: 375,515 shares 375,515 $4.13M 0.01% -67,758 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: restricted; 2024Q4: 64,387 shares; 2025Q1: 65,585 shares; 2025Q2: 68,459 shares; 2025Q3: 75,209 shares; 2025Q4: 78,284 shares; 2026Q1: 56,600 shares 56,600 $4.12M 0.01% -21,684 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: restricted; 2024Q4: 264,785 shares; 2025Q1: 282,317 shares; 2025Q2: 332,384 shares; 2025Q3: 341,695 shares; 2025Q4: 340,480 shares; 2026Q1: 290,482 shares 290,482 $4.11M 0.01% -49,998 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,188 shares; 2025Q1: 103,747 shares; 2025Q2: 107,163 shares; 2025Q3: 107,783 shares; 2025Q4: 157,940 shares; 2026Q1: 112,777 shares 112,777 $4.1M 0.01% -45,163 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,282 shares; 2025Q1: 182,007 shares; 2025Q2: 182,832 shares; 2025Q3: 181,383 shares; 2025Q4: 152,823 shares; 2026Q1: 164,667 shares 164,667 $4.1M 0.01% +11,844 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: restricted; 2024Q4: 554,286 shares; 2025Q1: 296,585 shares; 2025Q2: 352,465 shares; 2025Q3: 90,280 shares; 2025Q4: 244,958 shares; 2026Q1: 95,412 shares 95,412 $4.08M 0.01% -149,546 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: restricted; 2024Q4: 10,101 shares; 2025Q1: 15,552 shares; 2025Q2: 18,379 shares; 2025Q3: 15,816 shares; 2025Q4: 32,353 shares; 2026Q1: 69,102 shares 69,102 $4.08M 0.01% +36,749 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,925 shares; 2025Q1: 138,252 shares; 2025Q2: 141,925 shares; 2025Q3: 146,716 shares; 2025Q4: 89,048 shares; 2026Q1: 89,498 shares 89,498 $4.08M 0.01% +450 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,120 shares; 2025Q1: 103,957 shares; 2025Q2: 4,107 shares; 2025Q3: 3,836 shares; 2025Q4: 3,838 shares; 2026Q1: 49,653 shares 49,653 $4.08M 0.01% +45,815 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: restricted; 2024Q4: 5,975 shares; 2025Q1: 12,256 shares; 2025Q2: 19,795 shares; 2025Q3: 32,398 shares; 2025Q4: 25,479 shares; 2026Q1: 32,630 shares 32,630 $4.07M 0.01% +7,151 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,172 shares; 2025Q1: 89,715 shares; 2025Q2: 78,818 shares; 2025Q3: 68,369 shares; 2025Q4: 19,077 shares; 2026Q1: 18,339 shares 18,339 $4.06M 0.01% -738 Timeline KRE 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: restricted; 2024Q4: 49,524 shares; 2025Q1: 43,224 shares; 2025Q2: 32,673 shares; 2025Q3: 29,024 shares; 2025Q4: 104,211 shares; 2026Q1: 61,553 shares 61,553 $4.06M 0.01% -42,658 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,151 shares; 2025Q3: 173,239 shares; 2025Q4: 184,274 shares; 2026Q1: 81,156 shares 81,156 $4.06M 0.01% -103,118 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,559 shares; 2025Q1: 73,080 shares; 2025Q2: 75,593 shares; 2025Q3: 77,660 shares; 2025Q4: 82,375 shares; 2026Q1: 55,348 shares 55,348 $4.05M 0.01% -27,027 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,747 shares; 2025Q1: 15,775 shares; 2025Q2: 15,993 shares; 2025Q3: 15,986 shares; 2025Q4: 13,915 shares; 2026Q1: 10,933 shares 10,933 $4.05M 0.01% -2,982 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,482 shares; 2025Q1: 15,840 shares; 2025Q2: 12,146 shares; 2025Q3: 13,959 shares; 2025Q4: 14,799 shares; 2026Q1: 15,351 shares 15,351 $4.04M 0.01% +552 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,277 shares; 2025Q1: 8,078 shares; 2025Q2: 10,493 shares; 2025Q3: 21,668 shares; 2025Q4: 26,763 shares; 2026Q1: 19,537 shares 19,537 $4.03M 0.01% -7,226 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,198 shares; 2025Q1: 135,546 shares; 2025Q2: 134,937 shares; 2025Q3: 124,739 shares; 2025Q4: 123,277 shares; 2026Q1: 90,491 shares 90,491 $4.03M 0.01% -32,786 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,605 shares; 2025Q1: 15,211 shares; 2025Q2: 16,064 shares; 2025Q3: 16,130 shares; 2025Q4: 29,889 shares; 2026Q1: 40,080 shares 40,080 $4.03M 0.01% +10,191 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,567 shares; 2025Q1: 21,407 shares; 2025Q2: 20,865 shares; 2025Q3: 25,872 shares; 2025Q4: 110,650 shares; 2026Q1: 64,797 shares 64,797 $4.02M 0.01% -45,853 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,115 shares; 2025Q1: 74,870 shares; 2025Q2: 82,664 shares; 2025Q3: 81,294 shares; 2025Q4: 89,284 shares; 2026Q1: 129,724 shares 129,724 $4.01M 0.01% +40,440 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,076 shares; 2025Q1: 40,545 shares; 2025Q2: 34,863 shares; 2025Q3: 34,734 shares; 2025Q4: 30,615 shares; 2026Q1: 30,321 shares 30,321 $4.01M 0.01% -294 Timeline ISTB 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: restricted; 2024Q4: 60,541 shares; 2025Q1: 63,694 shares; 2025Q2: 60,607 shares; 2025Q3: 60,879 shares; 2025Q4: 52,495 shares; 2026Q1: 82,799 shares 82,799 $4M 0.01% +30,304 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,088 shares; 2025Q1: 131,310 shares; 2025Q2: 155,352 shares; 2025Q3: 149,087 shares; 2025Q4: 104,062 shares; 2026Q1: 81,854 shares 81,854 $4M 0.01% -22,208 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: restricted; 2024Q4: 20,907 shares; 2025Q1: 27,511 shares; 2025Q2: 32,988 shares; 2025Q3: 31,198 shares; 2025Q4: 30,819 shares; 2026Q1: 22,158 shares 22,158 $3.99M 0.01% -8,661 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,479 shares; 2025Q1: 93,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283,516 shares; 2026Q1: 193,032 shares 193,032 $3.99M 0.01% -90,484 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,071 shares; 2025Q1: 31,677 shares; 2025Q2: 28,934 shares; 2025Q3: 34,215 shares; 2025Q4: 50,386 shares; 2026Q1: 46,629 shares 46,629 $3.99M 0.01% -3,757 Timeline