PID 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: 296,181 shares; 2025Q1: 363,582 shares; 2025Q2: 343,747 shares; 2025Q3: 198,177 shares; 2025Q4: 181,482 shares; 2026Q1: 177,755 shares 177,755 $3.99M 0.01% -3,727 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,680 shares; 2025Q1: 4,555 shares; 2025Q2: 8,733 shares; 2025Q3: 21,076 shares; 2025Q4: 12,381 shares; 2026Q1: 14,483 shares 14,483 $3.99M 0.01% +2,102 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,567 shares; 2025Q3: 3,222 shares; 2025Q4: 33,780 shares; 2026Q1: 44,163 shares 44,163 $3.99M 0.01% +10,383 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,369 shares; 2025Q1: 79,343 shares; 2025Q2: 83,304 shares; 2025Q3: 105,315 shares; 2025Q4: 110,078 shares; 2026Q1: 94,822 shares 94,822 $3.98M 0.01% -15,256 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,364 shares; 2025Q1: 141,529 shares; 2025Q2: 143,469 shares; 2025Q3: 116,606 shares; 2025Q4: 147,894 shares; 2026Q1: 115,526 shares 115,526 $3.98M 0.01% -32,368 Timeline SCHJ 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: 291,626 shares; 2025Q1: 296,637 shares; 2025Q2: 299,200 shares; 2025Q3: 315,129 shares; 2025Q4: 331,346 shares; 2026Q1: 160,822 shares 160,822 $3.97M 0.01% -170,524 Timeline FJP 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: 80,537 shares; 2025Q1: 86,506 shares; 2025Q2: 88,539 shares; 2025Q3: 92,937 shares; 2025Q4: 92,146 shares; 2026Q1: 54,012 shares 54,012 $3.96M 0.01% -38,134 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,581 shares; 2025Q1: 27,490 shares; 2025Q2: 24,453 shares; 2025Q3: 26,534 shares; 2025Q4: 28,288 shares; 2026Q1: 18,581 shares 18,581 $3.95M 0.01% -9,707 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,618 shares; 2025Q1: 68,729 shares; 2025Q2: 71,875 shares; 2025Q3: 94,248 shares; 2025Q4: 95,542 shares; 2026Q1: 84,537 shares 84,537 $3.93M 0.01% -11,005 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,744 shares; 2025Q1: 21,941 shares; 2025Q2: 134,480 shares; 2025Q3: 146,452 shares; 2025Q4: 146,261 shares; 2026Q1: 124,315 shares 124,315 $3.93M 0.01% -21,946 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,483 shares; 2025Q2: 75,419 shares; 2025Q3: 77,061 shares; 2025Q4: 42,520 shares; 2026Q1: 38,576 shares 38,576 $3.91M 0.01% -3,944 Timeline VTWO 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: 33,554 shares; 2025Q1: 34,644 shares; 2025Q2: 37,455 shares; 2025Q3: 37,841 shares; 2025Q4: 35,916 shares; 2026Q1: 38,464 shares 38,464 $3.9M 0.01% +2,548 Timeline IALT 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: 141,815 shares 141,815 $3.89M 0.01% new Timeline ICVT 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: 70,768 shares; 2025Q1: 66,921 shares; 2025Q2: 64,062 shares; 2025Q3: 68,516 shares; 2025Q4: 64,421 shares; 2026Q1: 37,277 shares 37,277 $3.87M 0.01% -27,144 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,188 shares; 2025Q1: 30,467 shares; 2025Q2: 31,693 shares; 2025Q3: 31,221 shares; 2025Q4: 30,424 shares; 2026Q1: 31,925 shares 31,925 $3.86M 0.01% +1,501 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,541 shares; 2025Q1: 42,589 shares; 2025Q2: 50,586 shares; 2025Q3: 50,756 shares; 2025Q4: 51,575 shares; 2026Q1: 37,829 shares 37,829 $3.85M 0.01% -13,746 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,183 shares; 2025Q1: 10,049 shares; 2025Q2: 31,297 shares; 2025Q3: 12,171 shares; 2025Q4: 12,948 shares; 2026Q1: 14,805 shares 14,805 $3.84M 0.01% +1,857 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,829 shares; 2025Q1: 9,935 shares; 2025Q2: 48,140 shares; 2025Q3: 49,102 shares; 2025Q4: 51,759 shares; 2026Q1: 69,233 shares 69,233 $3.84M 0.01% +17,474 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,752 shares; 2025Q1: 6,847 shares; 2025Q2: 7,293 shares; 2025Q3: 8,389 shares; 2025Q4: 14,171 shares; 2026Q1: 12,777 shares 12,777 $3.84M 0.01% -1,394 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,810 shares; 2025Q1: 8,452 shares; 2025Q2: 10,069 shares; 2025Q3: 10,691 shares; 2025Q4: 15,669 shares; 2026Q1: 22,156 shares 22,156 $3.83M 0.01% +6,487 Timeline JIVE 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: not reported; 2025Q1: not reported; 2025Q2: 9,239 shares; 2025Q3: 14,286 shares; 2025Q4: 26,243 shares; 2026Q1: 44,382 shares 44,382 $3.82M 0.01% +18,139 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,538 shares; 2025Q2: 3,370 shares; 2025Q3: 6,247 shares; 2025Q4: 9,079 shares; 2026Q1: 8,130 shares 8,130 $3.81M 0.01% -949 Timeline VTIP 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: 98,839 shares; 2025Q1: 138,258 shares; 2025Q2: 150,193 shares; 2025Q3: 147,097 shares; 2025Q4: 144,845 shares; 2026Q1: 76,268 shares 76,268 $3.81M 0.01% -68,577 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,189 shares; 2025Q1: 33,415 shares; 2025Q2: 34,964 shares; 2025Q3: 38,154 shares; 2025Q4: 40,159 shares; 2026Q1: 23,309 shares 23,309 $3.81M 0.01% -16,850 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,814 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 30,139 shares 30,139 $3.8M 0.01% +26,066 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,737 shares; 2025Q1: 83,080 shares; 2025Q2: 84,651 shares; 2025Q3: 90,015 shares; 2025Q4: 62,858 shares; 2026Q1: 44,248 shares 44,248 $3.8M 0.01% -18,610 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,490 shares; 2025Q1: 113,117 shares; 2025Q2: 102,704 shares; 2025Q3: 95,789 shares; 2025Q4: 79,102 shares; 2026Q1: 218,901 shares 218,901 $3.79M 0.01% +139,799 Timeline SPLB 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: 32,360 shares; 2025Q1: 29,085 shares; 2025Q2: 27,629 shares; 2025Q3: 33,793 shares; 2025Q4: 32,121 shares; 2026Q1: 169,378 shares 169,378 $3.78M 0.01% +137,257 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,532 shares; 2025Q1: 37,689 shares; 2025Q2: 61,792 shares; 2025Q3: 105,015 shares; 2025Q4: 262,358 shares; 2026Q1: 161,549 shares 161,549 $3.78M 0.01% -100,809 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,544 shares; 2025Q1: 98,036 shares; 2025Q2: 109,054 shares; 2025Q3: 116,191 shares; 2025Q4: 208,868 shares; 2026Q1: 89,383 shares 89,383 $3.77M 0.01% -119,485 Timeline EYEG 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: 70,026 shares; 2025Q1: 96,107 shares; 2025Q2: 112,029 shares; 2025Q3: 119,017 shares; 2025Q4: 157,702 shares; 2026Q1: 106,690 shares 106,690 $3.77M 0.01% -51,012 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,923 shares; 2025Q1: 133,014 shares; 2025Q2: 81,978 shares; 2025Q3: 80,982 shares; 2025Q4: 80,089 shares; 2026Q1: 58,475 shares 58,475 $3.77M 0.01% -21,614 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,746 shares; 2025Q1: 15,306 shares; 2025Q2: 39,651 shares; 2025Q3: 61,644 shares; 2025Q4: 105,987 shares; 2026Q1: 155,107 shares 155,107 $3.75M 0.01% +49,120 Timeline BOCT 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: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 8,774 shares; 2025Q3: 131,657 shares; 2025Q4: 132,892 shares; 2026Q1: 77,572 shares 77,572 $3.75M 0.01% -55,320 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,263 shares; 2025Q1: 2,842 shares; 2025Q2: 5,770 shares; 2025Q3: 15,791 shares; 2025Q4: 31,120 shares; 2026Q1: 40,552 shares 40,552 $3.75M 0.01% +9,432 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,805 shares; 2025Q1: 22,481 shares; 2025Q2: 37,439 shares; 2025Q3: 26,812 shares; 2025Q4: 40,657 shares; 2026Q1: 68,653 shares 68,653 $3.74M 0.01% +27,996 Timeline PXF 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: 75,641 shares; 2025Q1: 74,741 shares; 2025Q2: 74,861 shares; 2025Q3: 81,801 shares; 2025Q4: 62,028 shares; 2026Q1: 53,152 shares 53,152 $3.73M 0.01% -8,876 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,935 shares; 2025Q1: 70,936 shares; 2025Q2: 56,890 shares; 2025Q3: 60,168 shares; 2025Q4: 62,599 shares; 2026Q1: 64,055 shares 64,055 $3.72M 0.01% +1,456 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 3,237 shares; 2025Q2: 5,361 shares; 2025Q3: 5,494 shares; 2025Q4: 6,879 shares; 2026Q1: 5,008 shares 5,008 $3.72M 0.01% -1,871 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,894 shares; 2025Q1: 41,715 shares; 2025Q2: 49,255 shares; 2025Q3: 50,159 shares; 2025Q4: 42,651 shares; 2026Q1: 43,791 shares 43,791 $3.72M 0.01% +1,140 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,485 shares; 2025Q1: 29,103 shares; 2025Q2: 27,674 shares; 2025Q3: 28,844 shares; 2025Q4: 28,878 shares; 2026Q1: 26,322 shares 26,322 $3.72M 0.01% -2,556 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,775 shares; 2025Q1: 67,930 shares; 2025Q2: 67,518 shares; 2025Q3: 67,925 shares; 2025Q4: 66,507 shares; 2026Q1: 52,643 shares 52,643 $3.71M 0.01% -13,864 Timeline FRDM 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: 43,401 shares; 2025Q4: 55,410 shares; 2026Q1: 66,992 shares 66,992 $3.69M 0.01% +11,582 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,268 shares; 2025Q1: 20,174 shares; 2025Q2: 22,176 shares; 2025Q3: 21,158 shares; 2025Q4: 21,637 shares; 2026Q1: 20,298 shares 20,298 $3.69M 0.01% -1,339 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,456 shares; 2025Q1: 80,045 shares; 2025Q2: 81,911 shares; 2025Q3: 83,595 shares; 2025Q4: 84,620 shares; 2026Q1: 78,777 shares 78,777 $3.67M 0.01% -5,843 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,280 shares; 2025Q3: 150,479 shares; 2025Q4: 158,688 shares; 2026Q1: 115,603 shares 115,603 $3.66M 0.01% -43,085 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,712 shares; 2025Q1: 84,795 shares; 2025Q2: 87,942 shares; 2025Q3: 89,190 shares; 2025Q4: 97,900 shares; 2026Q1: 38,930 shares 38,930 $3.66M 0.01% -58,970 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,521 shares 111,521 $3.66M 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,008 shares; 2025Q1: 7,252 shares; 2025Q2: 5,394 shares; 2025Q3: 5,695 shares; 2025Q4: 10,624 shares; 2026Q1: 21,912 shares 21,912 $3.65M 0.01% +11,288 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,479 shares; 2025Q1: 35,876 shares; 2025Q2: 51,324 shares; 2025Q3: 52,426 shares; 2025Q4: 54,723 shares; 2026Q1: 55,958 shares 55,958 $3.64M 0.01% +1,235 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,249 shares; 2025Q1: 36,494 shares; 2025Q2: 35,277 shares; 2025Q3: 29,923 shares; 2025Q4: 28,587 shares; 2026Q1: 26,861 shares 26,861 $3.64M 0.01% -1,726 Timeline MMCA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,926 shares 167,926 $3.64M 0.01% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,769 shares; 2025Q1: 7,981 shares; 2025Q2: 4,891 shares; 2025Q3: 4,985 shares; 2025Q4: 19,592 shares; 2026Q1: 25,293 shares 25,293 $3.62M 0.01% +5,701 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,761 shares; 2025Q1: 37,945 shares; 2025Q2: 35,757 shares; 2025Q3: 22,847 shares; 2025Q4: 55,889 shares; 2026Q1: 74,730 shares 74,730 $3.62M 0.01% +18,841 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,630 shares; 2025Q1: 59,946 shares; 2025Q2: 74,670 shares; 2025Q3: 91,347 shares; 2025Q4: 88,829 shares; 2026Q1: 88,018 shares 88,018 $3.62M 0.01% -811 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,477 shares; 2025Q1: 10,439 shares; 2025Q2: 16,213 shares; 2025Q3: 15,721 shares; 2025Q4: 16,239 shares; 2026Q1: 33,749 shares 33,749 $3.61M 0.01% +17,510 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,347 shares; 2025Q1: 11,228 shares; 2025Q2: 11,553 shares; 2025Q3: 81,289 shares; 2025Q4: 78,044 shares; 2026Q1: 64,542 shares 64,542 $3.61M 0.01% -13,502 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,360 shares; 2025Q1: 157,136 shares; 2025Q2: 118,737 shares; 2025Q3: 111,797 shares; 2025Q4: 107,318 shares; 2026Q1: 82,825 shares 82,825 $3.61M 0.01% -24,493 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,654 shares; 2025Q1: 5,159 shares; 2025Q2: 6,811 shares; 2025Q3: 7,457 shares; 2025Q4: 8,056 shares; 2026Q1: 27,856 shares 27,856 $3.6M 0.01% +19,800 Timeline SLQD 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: 48,238 shares; 2025Q1: 51,194 shares; 2025Q2: 65,546 shares; 2025Q3: 89,796 shares; 2025Q4: 86,584 shares; 2026Q1: 71,392 shares 71,392 $3.6M 0.01% -15,192 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,134 shares; 2025Q1: 7,677 shares; 2025Q2: 9,442 shares; 2025Q3: 11,213 shares; 2025Q4: 13,303 shares; 2026Q1: 22,729 shares 22,729 $3.59M 0.01% +9,426 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,614 shares; 2025Q1: 119,937 shares; 2025Q2: 151,136 shares; 2025Q3: 157,482 shares; 2025Q4: 160,595 shares; 2026Q1: 157,335 shares 157,335 $3.59M 0.01% -3,260 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 7,923 shares; 2025Q2: 8,447 shares; 2025Q3: 8,623 shares; 2025Q4: 9,425 shares; 2026Q1: 12,723 shares 12,723 $3.59M 0.01% +3,298 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,812 shares; 2025Q1: 172,920 shares; 2025Q2: 199,482 shares; 2025Q3: 194,432 shares; 2025Q4: 193,500 shares; 2026Q1: 146,211 shares 146,211 $3.58M 0.01% -47,289 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,324 shares; 2025Q1: 188,339 shares; 2025Q2: 171,968 shares; 2025Q3: 158,056 shares; 2025Q4: 151,349 shares; 2026Q1: 148,252 shares 148,252 $3.57M 0.01% -3,097 Timeline TFLR 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: 13,112 shares; 2025Q1: 19,125 shares; 2025Q2: 21,770 shares; 2025Q3: 36,846 shares; 2025Q4: 52,770 shares; 2026Q1: 70,851 shares 70,851 $3.57M 0.01% +18,081 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 591,169 shares; 2025Q1: 596,976 shares; 2025Q2: 595,846 shares; 2025Q3: 373,031 shares; 2025Q4: 277,747 shares; 2026Q1: 159,531 shares 159,531 $3.57M 0.01% -118,216 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,728 shares; 2025Q1: 29,108 shares; 2025Q2: 118,176 shares; 2025Q3: 102,849 shares; 2025Q4: 62,294 shares; 2026Q1: 59,528 shares 59,528 $3.56M 0.01% -2,766 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,364 shares; 2025Q1: 152,961 shares; 2025Q2: 163,003 shares; 2025Q3: 168,037 shares; 2025Q4: 145,406 shares; 2026Q1: 106,291 shares 106,291 $3.55M 0.01% -39,115 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,190 shares; 2025Q1: 212,728 shares; 2025Q2: 290,594 shares; 2025Q3: 768,196 shares; 2025Q4: 735,575 shares; 2026Q1: 599,130 shares 599,130 $3.54M 0.01% -136,445 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,970 shares; 2025Q1: 10,423 shares; 2025Q2: 59,566 shares; 2025Q3: 59,937 shares; 2025Q4: 59,970 shares; 2026Q1: 69,390 shares 69,390 $3.53M 0.01% +9,420 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,432 shares; 2025Q1: 42,602 shares; 2025Q2: 40,882 shares; 2025Q3: 41,616 shares; 2025Q4: 43,041 shares; 2026Q1: 40,527 shares 40,527 $3.53M 0.01% -2,514 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,396 shares; 2025Q1: 49,062 shares; 2025Q2: 41,403 shares; 2025Q3: 54,951 shares; 2025Q4: 56,877 shares; 2026Q1: 52,411 shares 52,411 $3.52M 0.01% -4,466 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,401 shares; 2025Q1: 51,082 shares; 2025Q2: 33,887 shares; 2025Q3: 34,718 shares; 2025Q4: 33,133 shares; 2026Q1: 29,000 shares 29,000 $3.52M 0.01% -4,133 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,431 shares; 2025Q1: 208,763 shares; 2025Q2: 221,277 shares; 2025Q3: 222,570 shares; 2025Q4: 196,300 shares; 2026Q1: 47,618 shares 47,618 $3.52M 0.01% -148,682 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,793 shares; 2025Q1: 168,828 shares; 2025Q2: 159,224 shares; 2025Q3: 163,360 shares; 2025Q4: 169,820 shares; 2026Q1: 128,440 shares 128,440 $3.52M 0.01% -41,380 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,563 shares; 2025Q1: 28,139 shares; 2025Q2: 26,973 shares; 2025Q3: 28,269 shares; 2025Q4: 29,317 shares; 2026Q1: 81,248 shares 81,248 $3.51M 0.01% +51,931 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,177 shares; 2025Q1: 285,666 shares; 2025Q2: 336,495 shares; 2025Q3: 397,725 shares; 2025Q4: 412,066 shares; 2026Q1: 265,483 shares 265,483 $3.5M 0.01% -146,583 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,358 shares; 2025Q1: 47,186 shares; 2025Q2: 59,222 shares; 2025Q3: 135,323 shares; 2025Q4: 86,526 shares; 2026Q1: 147,761 shares 147,761 $3.5M 0.01% +61,235 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,798 shares; 2025Q1: 438,955 shares; 2025Q2: 469,408 shares; 2025Q3: 423,347 shares; 2025Q4: 417,400 shares; 2026Q1: 184,303 shares 184,303 $3.49M 0.01% -233,097 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,813 shares; 2025Q1: 155,606 shares; 2025Q2: 156,452 shares; 2025Q3: 122,872 shares; 2025Q4: 124,676 shares; 2026Q1: 144,099 shares 144,099 $3.48M 0.01% +19,423 Timeline QFLR 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: 51,305 shares; 2025Q1: 96,574 shares; 2025Q2: 108,481 shares; 2025Q3: 109,557 shares; 2025Q4: 107,364 shares; 2026Q1: 103,261 shares 103,261 $3.47M 0.01% -4,103 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,960 shares; 2025Q1: 53,303 shares; 2025Q2: 50,297 shares; 2025Q3: 53,791 shares; 2025Q4: 63,523 shares; 2026Q1: 50,211 shares 50,211 $3.46M 0.01% -13,312 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,826 shares; 2025Q1: 39,141 shares; 2025Q2: 48,074 shares; 2025Q3: 54,189 shares; 2025Q4: 59,446 shares; 2026Q1: 46,551 shares 46,551 $3.45M 0.01% -12,895 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,715 shares; 2025Q1: 114,858 shares; 2025Q2: 115,992 shares; 2025Q3: 118,575 shares; 2025Q4: 122,380 shares; 2026Q1: 137,974 shares 137,974 $3.45M 0.01% +15,594 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,799 shares; 2025Q1: 20,518 shares; 2025Q2: 18,424 shares; 2025Q3: 24,452 shares; 2025Q4: 25,819 shares; 2026Q1: 36,211 shares 36,211 $3.44M 0.01% +10,392 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,154 shares; 2025Q1: 76,070 shares; 2025Q2: 71,354 shares; 2025Q3: 125,525 shares; 2025Q4: 125,781 shares; 2026Q1: 155,082 shares 155,082 $3.43M 0.01% +29,301 Timeline MISL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,855 shares 74,855 $3.43M 0.01% new Timeline EFAA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,599 shares; 2026Q1: 64,507 shares 64,507 $3.42M 0.01% +34,908 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,291 shares; 2025Q1: 141,855 shares; 2025Q2: 145,923 shares; 2025Q3: 138,541 shares; 2025Q4: 120,518 shares; 2026Q1: 156,870 shares 156,870 $3.41M 0.01% +36,352 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 8,017 shares; 2025Q2: 10,586 shares; 2025Q3: 40,419 shares; 2025Q4: 39,662 shares; 2026Q1: 39,879 shares 39,879 $3.4M 0.01% +217 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,497 shares; 2025Q1: 31,061 shares; 2025Q2: 96,001 shares; 2025Q3: 100,943 shares; 2025Q4: 118,706 shares; 2026Q1: 152,187 shares 152,187 $3.4M 0.01% +33,481 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,882 shares; 2025Q1: 11,864 shares; 2025Q2: 33,960 shares; 2025Q3: 41,511 shares; 2025Q4: 23,873 shares; 2026Q1: 28,902 shares 28,902 $3.4M 0.01% +5,029 Timeline MLPA 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: 188,752 shares; 2025Q1: 212,275 shares; 2025Q2: 209,852 shares; 2025Q3: 227,080 shares; 2025Q4: 241,378 shares; 2026Q1: 63,114 shares 63,114 $3.4M 0.01% -178,264 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,052 shares; 2025Q1: 140,270 shares; 2025Q2: 602,335 shares; 2025Q3: 623,372 shares; 2025Q4: 538,835 shares; 2026Q1: 79,167 shares 79,167 $3.39M 0.01% -459,668 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,391 shares; 2025Q1: 24,163 shares; 2025Q2: 21,296 shares; 2025Q3: 21,459 shares; 2025Q4: 19,162 shares; 2026Q1: 66,293 shares 66,293 $3.37M 0.01% +47,131 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,468 shares; 2025Q1: 13,843 shares; 2025Q2: 33,774 shares; 2025Q3: 36,448 shares; 2025Q4: 35,802 shares; 2026Q1: 58,375 shares 58,375 $3.34M 0.01% +22,573 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,370 shares; 2025Q1: 8,624 shares; 2025Q2: 8,276 shares; 2025Q3: 10,072 shares; 2025Q4: 31,455 shares; 2026Q1: 53,881 shares 53,881 $3.34M 0.01% +22,426 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,460 shares; 2025Q1: 79,489 shares; 2025Q2: 157,498 shares; 2025Q3: 151,364 shares; 2025Q4: 146,507 shares; 2026Q1: 86,404 shares 86,404 $3.34M 0.01% -60,103 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,215 shares; 2025Q1: 108,232 shares; 2025Q2: 93,403 shares; 2025Q3: 178,207 shares; 2025Q4: 34,087 shares; 2026Q1: 76,055 shares 76,055 $3.34M 0.01% +41,968 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349,884 shares; 2025Q1: 347,528 shares; 2025Q2: 529,236 shares; 2025Q3: 514,524 shares; 2025Q4: 322,312 shares; 2026Q1: 201,654 shares 201,654 $3.33M 0.01% -120,658 Timeline PFEB 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: 48,706 shares; 2025Q1: 424,062 shares; 2025Q2: 394,589 shares; 2025Q3: 81,920 shares; 2025Q4: 57,169 shares; 2026Q1: 82,720 shares 82,720 $3.33M 0.01% +25,551 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: not reported; 2026Q1: 133,991 shares 133,991 $3.33M 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,049 shares; 2025Q1: 4,218 shares; 2025Q2: 4,187 shares; 2025Q3: 4,010 shares; 2025Q4: 3,762 shares; 2026Q1: 8,899 shares 8,899 $3.32M 0.01% +5,137 Timeline EDIV 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: not reported; 2025Q1: not reported; 2025Q2: 66,824 shares; 2025Q3: 79,452 shares; 2025Q4: 89,986 shares; 2026Q1: 84,043 shares 84,043 $3.31M 0.01% -5,943 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,030 shares; 2025Q1: 41,711 shares; 2025Q2: 71,329 shares; 2025Q3: 45,704 shares; 2025Q4: 137,310 shares; 2026Q1: 201,785 shares 201,785 $3.3M 0.01% +64,475 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,033 shares; 2025Q1: 13,253 shares; 2025Q2: 17,332 shares; 2025Q3: 17,504 shares; 2025Q4: 36,039 shares; 2026Q1: 38,669 shares 38,669 $3.3M 0.01% +2,630 Timeline IGLB 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: 22,175 shares; 2025Q1: 23,665 shares; 2025Q2: 22,629 shares; 2025Q3: 26,376 shares; 2025Q4: 27,450 shares; 2026Q1: 66,207 shares 66,207 $3.3M 0.01% +38,757 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,334 shares; 2025Q1: 91,279 shares; 2025Q2: 64,944 shares; 2025Q3: 63,558 shares; 2025Q4: 60,158 shares; 2026Q1: 53,391 shares 53,391 $3.29M 0.01% -6,767 Timeline IBDV 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: 69,172 shares; 2025Q1: 80,444 shares; 2025Q2: 156,676 shares; 2025Q3: 169,448 shares; 2025Q4: 181,404 shares; 2026Q1: 150,524 shares 150,524 $3.29M 0.01% -30,880 Timeline TFI 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: 146,629 shares; 2025Q1: 126,368 shares; 2025Q2: 107,470 shares; 2025Q3: 103,775 shares; 2025Q4: 101,869 shares; 2026Q1: 72,388 shares 72,388 $3.28M 0.01% -29,481 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384,405 shares; 2025Q1: 30,028 shares; 2025Q2: 43,871 shares; 2025Q3: 82,255 shares; 2025Q4: 80,731 shares; 2026Q1: 89,048 shares 89,048 $3.28M 0.01% +8,317 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,281 shares; 2025Q1: 3,719 shares; 2025Q2: 3,412 shares; 2025Q3: 3,506 shares; 2025Q4: 3,726 shares; 2026Q1: 13,124 shares 13,124 $3.28M 0.01% +9,398 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,676 shares; 2025Q1: 37,620 shares; 2025Q2: 25,154 shares; 2025Q3: 36,675 shares; 2025Q4: 30,676 shares; 2026Q1: 27,073 shares 27,073 $3.28M 0.01% -3,603 Timeline QWLD 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: 23,772 shares; 2025Q1: 21,698 shares; 2025Q2: 21,676 shares; 2025Q3: 22,360 shares; 2025Q4: 22,763 shares; 2026Q1: 22,704 shares 22,704 $3.27M 0.01% -59 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,792 shares; 2025Q1: 7,749 shares; 2025Q2: 22,247 shares; 2025Q3: 27,795 shares; 2025Q4: 23,405 shares; 2026Q1: 25,799 shares 25,799 $3.27M 0.01% +2,394 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,652 shares; 2025Q1: 24,749 shares; 2025Q2: 35,779 shares; 2025Q3: 33,624 shares; 2025Q4: 38,656 shares; 2026Q1: 31,742 shares 31,742 $3.26M 0.01% -6,914 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,921 shares; 2025Q1: 100,772 shares; 2025Q2: 49,070 shares; 2025Q3: 43,601 shares; 2025Q4: 39,662 shares; 2026Q1: 49,504 shares 49,504 $3.25M 0.01% +9,842 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,225 shares; 2025Q1: 10,747 shares; 2025Q2: 16,777 shares; 2025Q3: 40,057 shares; 2025Q4: 40,038 shares; 2026Q1: 36,643 shares 36,643 $3.25M 0.01% -3,395 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,474 shares; 2025Q1: 115,224 shares; 2025Q2: 91,624 shares; 2025Q3: 91,917 shares; 2025Q4: 90,743 shares; 2026Q1: 68,471 shares 68,471 $3.24M 0.01% -22,272 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,627 shares; 2025Q1: 20,644 shares; 2025Q2: 20,678 shares; 2025Q3: 21,505 shares; 2025Q4: 21,758 shares; 2026Q1: 19,180 shares 19,180 $3.23M 0.01% -2,578 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,484 shares; 2025Q1: 42,982 shares; 2025Q2: 43,909 shares; 2025Q3: 42,104 shares; 2025Q4: 39,676 shares; 2026Q1: 31,375 shares 31,375 $3.21M 0.01% -8,301 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,383 shares; 2025Q1: 89,244 shares; 2025Q2: 90,474 shares; 2025Q3: 100,569 shares; 2025Q4: 105,326 shares; 2026Q1: 111,541 shares 111,541 $3.21M 0.01% +6,215 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,658 shares; 2025Q2: 16,232 shares; 2025Q3: 21,932 shares; 2025Q4: 27,028 shares; 2026Q1: 16,473 shares 16,473 $3.21M 0.01% -10,555 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,658 shares; 2025Q1: 3,028 shares; 2025Q2: 3,332 shares; 2025Q3: 3,931 shares; 2025Q4: 4,819 shares; 2026Q1: 18,000 shares 18,000 $3.2M 0.01% +13,181 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,864 shares; 2025Q1: 19,485 shares; 2025Q2: 21,619 shares; 2025Q3: 21,419 shares; 2025Q4: 28,779 shares; 2026Q1: 70,602 shares 70,602 $3.2M 0.01% +41,823 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 23,132 shares; 2025Q3: 47,504 shares; 2025Q4: 78,472 shares; 2026Q1: 38,901 shares 38,901 $3.2M 0.01% -39,571 Timeline IGLD 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: 25,617 shares; 2025Q1: 39,500 shares; 2025Q2: 44,520 shares; 2025Q3: 153,684 shares; 2025Q4: 204,404 shares; 2026Q1: 127,823 shares 127,823 $3.19M 0.01% -76,581 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,727 shares; 2025Q1: 191,807 shares; 2025Q2: 137,890 shares; 2025Q3: 150,420 shares; 2025Q4: 163,467 shares; 2026Q1: 103,906 shares 103,906 $3.19M 0.01% -59,561 Timeline FFSM 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: not reported; 2025Q1: not reported; 2025Q2: 8,428 shares; 2025Q3: not reported; 2025Q4: 16,065 shares; 2026Q1: 98,149 shares 98,149 $3.18M 0.01% +82,084 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 852 shares; 2025Q3: 1,028 shares; 2025Q4: 3,737 shares; 2026Q1: 6,379 shares 6,379 $3.17M 0.01% +2,642 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,410 shares; 2025Q1: 105,928 shares; 2025Q2: 25,553 shares; 2025Q3: 218,193 shares; 2025Q4: 37,472 shares; 2026Q1: 35,351 shares 35,351 $3.17M 0.01% -2,121 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,543 shares; 2025Q1: 64,238 shares; 2025Q2: 69,771 shares; 2025Q3: 71,138 shares; 2025Q4: 73,991 shares; 2026Q1: 41,076 shares 41,076 $3.16M 0.01% -32,915 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,751 shares; 2025Q1: 61,056 shares; 2025Q2: 61,952 shares; 2025Q3: 79,793 shares; 2025Q4: 80,948 shares; 2026Q1: 71,006 shares 71,006 $3.16M 0.01% -9,942 Timeline BILT 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: 184,568 shares; 2025Q4: 145,474 shares; 2026Q1: 108,668 shares 108,668 $3.15M 0.01% -36,806 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,143 shares; 2025Q1: 12,633 shares; 2025Q2: 18,419 shares; 2025Q3: 24,416 shares; 2025Q4: 39,572 shares; 2026Q1: 23,482 shares 23,482 $3.14M 0.01% -16,090 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,594 shares; 2025Q2: 24,421 shares; 2025Q3: 40,303 shares; 2025Q4: 96,023 shares; 2026Q1: 68,836 shares 68,836 $3.14M 0.01% -27,187 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,023 shares; 2025Q4: 36,192 shares; 2026Q1: 33,368 shares 33,368 $3.13M 0.01% -2,824 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,600 shares; 2025Q1: 146,038 shares; 2025Q2: 370,197 shares; 2025Q3: 426,314 shares; 2025Q4: 461,269 shares; 2026Q1: 234,785 shares 234,785 $3.13M 0.01% -226,484 Timeline IYE 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: 20,133 shares; 2025Q1: 22,664 shares; 2025Q2: 23,906 shares; 2025Q3: 23,532 shares; 2025Q4: 23,965 shares; 2026Q1: 49,777 shares 49,777 $3.13M 0.01% +25,812 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,816 shares; 2025Q1: 37,175 shares; 2025Q2: 32,998 shares; 2025Q3: 38,993 shares; 2025Q4: 38,198 shares; 2026Q1: 48,797 shares 48,797 $3.13M 0.01% +10,599 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,519 shares; 2025Q1: 72,049 shares; 2025Q2: 88,317 shares; 2025Q3: 102,091 shares; 2025Q4: 109,483 shares; 2026Q1: 62,770 shares 62,770 $3.12M 0.01% -46,713 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,253 shares; 2025Q1: 98,803 shares; 2025Q2: 180,509 shares; 2025Q3: 113,681 shares; 2025Q4: 88,250 shares; 2026Q1: 40,144 shares 40,144 $3.12M 0.01% -48,106 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,292 shares; 2025Q1: 12,392 shares; 2025Q2: 59,196 shares; 2025Q3: 53,097 shares; 2025Q4: 47,541 shares; 2026Q1: 57,334 shares 57,334 $3.12M 0.01% +9,793 Timeline AGGM 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: 27,120 shares; 2025Q3: 27,120 shares; 2025Q4: 27,120 shares; 2026Q1: 29,930 shares 29,930 $3.11M 0.01% +2,810 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,627 shares; 2025Q1: 221,774 shares; 2025Q2: 204,462 shares; 2025Q3: 145,914 shares; 2025Q4: 153,836 shares; 2026Q1: 123,775 shares 123,775 $3.11M 0.01% -30,061 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,330 shares; 2025Q1: 17,770 shares; 2025Q2: 292,734 shares; 2025Q3: 141,460 shares; 2025Q4: 193,123 shares; 2026Q1: 77,510 shares 77,510 $3.11M 0.01% -115,613 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,265 shares; 2025Q1: 85,740 shares; 2025Q2: 76,174 shares; 2025Q3: 70,125 shares; 2025Q4: 59,019 shares; 2026Q1: 34,275 shares 34,275 $3.09M 0.01% -24,744 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,932 shares; 2025Q1: 31,964 shares; 2025Q2: 31,687 shares; 2025Q3: 31,648 shares; 2025Q4: 27,081 shares; 2026Q1: 20,751 shares 20,751 $3.09M 0.01% -6,330 Timeline DFSE 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: 99,943 shares; 2025Q1: 99,736 shares; 2025Q2: 96,572 shares; 2025Q3: 86,863 shares; 2025Q4: 84,618 shares; 2026Q1: 73,007 shares 73,007 $3.09M 0.01% -11,611 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,510 shares; 2025Q1: 74,846 shares; 2025Q2: 75,161 shares; 2025Q3: 76,183 shares; 2025Q4: 90,668 shares; 2026Q1: 79,664 shares 79,664 $3.09M 0.01% -11,004 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,189 shares; 2025Q1: 164,723 shares; 2025Q2: 151,770 shares; 2025Q3: 180,441 shares; 2025Q4: 204,880 shares; 2026Q1: 138,074 shares 138,074 $3.09M 0.01% -66,806 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,932 shares; 2025Q1: 4,977 shares; 2025Q2: 4,073 shares; 2025Q3: 3,674 shares; 2025Q4: 3,693 shares; 2026Q1: 2,641 shares 2,641 $3.08M 0.01% -1,052 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,612 shares; 2025Q1: 38,340 shares; 2025Q2: 53,319 shares; 2025Q3: 56,283 shares; 2025Q4: 63,483 shares; 2026Q1: 111,590 shares 111,590 $3.08M 0.01% +48,107 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603,648 shares; 2025Q1: 620,052 shares; 2025Q2: 555,314 shares; 2025Q3: 477,823 shares; 2025Q4: 280,653 shares; 2026Q1: 179,047 shares 179,047 $3.07M 0.01% -101,606 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,865 shares; 2025Q1: 7,349 shares; 2025Q2: 30,337 shares; 2025Q3: 35,416 shares; 2025Q4: 35,407 shares; 2026Q1: 45,155 shares 45,155 $3.07M 0.01% +9,748 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,844 shares; 2025Q1: 16,067 shares; 2025Q2: 50,684 shares; 2025Q3: 58,123 shares; 2025Q4: 60,942 shares; 2026Q1: 67,686 shares 67,686 $3.07M 0.01% +6,744 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,355 shares; 2025Q1: 10,240 shares; 2025Q2: 9,899 shares; 2025Q3: 10,251 shares; 2025Q4: 11,532 shares; 2026Q1: 25,259 shares 25,259 $3.06M 0.01% +13,727 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,320 shares; 2025Q1: 80,197 shares; 2025Q2: 79,314 shares; 2025Q3: 82,852 shares; 2025Q4: 88,489 shares; 2026Q1: 65,127 shares 65,127 $3.04M 0.01% -23,362 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,845 shares; 2025Q1: 281,211 shares; 2025Q2: 25,106 shares; 2025Q3: 24,411 shares; 2025Q4: 25,956 shares; 2026Q1: 47,314 shares 47,314 $3.03M 0.01% +21,358 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,162 shares; 2025Q1: 8,720 shares; 2025Q2: 19,369 shares; 2025Q3: 21,818 shares; 2025Q4: 24,636 shares; 2026Q1: 39,645 shares 39,645 $3.02M 0.01% +15,009 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,336 shares; 2025Q1: 53,336 shares; 2025Q2: 61,643 shares; 2025Q3: 62,564 shares; 2025Q4: 62,818 shares; 2026Q1: 53,172 shares 53,172 $3.02M 0.01% -9,646 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,764 shares; 2025Q1: 130,904 shares; 2025Q2: 135,326 shares; 2025Q3: 122,065 shares; 2025Q4: 128,070 shares; 2026Q1: 119,470 shares 119,470 $3.02M 0.01% -8,600 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,864 shares; 2025Q1: 15,517 shares; 2025Q2: 34,462 shares; 2025Q3: 36,295 shares; 2025Q4: 36,183 shares; 2026Q1: 70,225 shares 70,225 $3.01M 0.01% +34,042 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,592 shares; 2025Q1: 23,617 shares; 2025Q2: 32,169 shares; 2025Q3: 21,928 shares; 2025Q4: 78,938 shares; 2026Q1: 250,150 shares 250,150 $3.01M 0.01% +171,212 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,157 shares; 2025Q1: 101,311 shares; 2025Q2: 90,481 shares; 2025Q3: 80,796 shares; 2025Q4: 59,183 shares; 2026Q1: 43,647 shares 43,647 $3M 0.01% -15,536 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,138 shares; 2025Q1: 3,977 shares; 2025Q2: 4,253 shares; 2025Q3: 5,005 shares; 2025Q4: 4,840 shares; 2026Q1: 5,590 shares 5,590 $3M 0.01% +750 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,467 shares; 2025Q1: 28,780 shares; 2025Q2: 30,873 shares; 2025Q3: 33,670 shares; 2025Q4: 38,980 shares; 2026Q1: 38,048 shares 38,048 $2.99M 0.01% -932 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 25,072 shares; 2025Q2: 29,515 shares; 2025Q3: 42,997 shares; 2025Q4: 34,047 shares; 2026Q1: 21,563 shares 21,563 $2.99M 0.01% -12,484 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,147 shares; 2025Q1: 26,920 shares; 2025Q2: 31,082 shares; 2025Q3: 40,323 shares; 2025Q4: 43,467 shares; 2026Q1: 52,273 shares 52,273 $2.98M 0.01% +8,806 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,252 shares; 2025Q1: 27,934 shares; 2025Q2: 26,552 shares; 2025Q3: 29,173 shares; 2025Q4: 21,480 shares; 2026Q1: 11,692 shares 11,692 $2.98M 0.01% -9,788 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,873 shares; 2025Q1: 162,533 shares; 2025Q2: 149,107 shares; 2025Q3: 148,594 shares; 2025Q4: 145,098 shares; 2026Q1: 120,569 shares 120,569 $2.97M 0.01% -24,529 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,089 shares; 2025Q1: 7,702 shares; 2025Q2: 8,759 shares; 2025Q3: 9,058 shares; 2025Q4: 10,190 shares; 2026Q1: 57,784 shares 57,784 $2.97M 0.01% +47,594 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,775 shares; 2025Q1: 35,082 shares; 2025Q2: 32,969 shares; 2025Q3: 31,803 shares; 2025Q4: 35,827 shares; 2026Q1: 28,934 shares 28,934 $2.97M 0.01% -6,893 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,253 shares; 2025Q1: 40,349 shares; 2025Q2: 57,131 shares; 2025Q3: 64,411 shares; 2025Q4: 73,818 shares; 2026Q1: 57,834 shares 57,834 $2.97M 0.01% -15,984 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,098 shares; 2025Q1: 16,723 shares; 2025Q2: 59,528 shares; 2025Q3: 191,429 shares; 2025Q4: 498,713 shares; 2026Q1: 74,668 shares 74,668 $2.96M 0.01% -424,045 Timeline ESSC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,501 shares; 2026Q1: 111,985 shares 111,985 $2.96M 0.01% +35,484 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,798 shares; 2025Q1: 24,099 shares; 2025Q2: 19,770 shares; 2025Q3: 19,336 shares; 2025Q4: 19,524 shares; 2026Q1: 32,792 shares 32,792 $2.96M 0.01% +13,268 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,546 shares; 2025Q1: 39,349 shares; 2025Q2: 40,663 shares; 2025Q3: 39,576 shares; 2025Q4: 38,165 shares; 2026Q1: 31,875 shares 31,875 $2.95M 0.01% -6,290 Timeline AVGV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,804 shares; 2026Q1: 37,718 shares 37,718 $2.94M 0.01% -31,086 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,258 shares; 2025Q1: 26,730 shares; 2025Q2: 79,431 shares; 2025Q3: 41,484 shares; 2025Q4: 65,555 shares; 2026Q1: 19,836 shares 19,836 $2.94M 0.01% -45,719 Timeline SMOT 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: not reported; 2025Q1: not reported; 2025Q2: 55,629 shares; 2025Q3: 66,897 shares; 2025Q4: 93,442 shares; 2026Q1: 83,017 shares 83,017 $2.93M 0.01% -10,425 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,249 shares; 2025Q1: 36,263 shares; 2025Q2: 40,274 shares; 2025Q3: 40,876 shares; 2025Q4: 42,518 shares; 2026Q1: 35,272 shares 35,272 $2.92M 0.01% -7,246 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,466 shares; 2025Q1: 45,262 shares; 2025Q2: 46,617 shares; 2025Q3: 43,273 shares; 2025Q4: 42,129 shares; 2026Q1: 37,992 shares 37,992 $2.92M 0.01% -4,137 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,583 shares; 2025Q1: 393,517 shares; 2025Q2: 355,708 shares; 2025Q3: 392,343 shares; 2025Q4: 336,154 shares; 2026Q1: 160,789 shares 160,789 $2.91M 0.01% -175,365 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,467 shares; 2025Q1: 4,804 shares; 2025Q2: 5,251 shares; 2025Q3: 5,577 shares; 2025Q4: 6,353 shares; 2026Q1: 6,979 shares 6,979 $2.91M 0.01% +626 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,191 shares; 2025Q1: 12,305 shares; 2025Q2: 14,049 shares; 2025Q3: 23,058 shares; 2025Q4: 27,953 shares; 2026Q1: 35,185 shares 35,185 $2.9M 0.01% +7,232 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,843 shares; 2025Q1: 112,275 shares; 2025Q2: 111,783 shares; 2025Q3: 110,342 shares; 2025Q4: 110,335 shares; 2026Q1: 106,275 shares 106,275 $2.88M 0.01% -4,060 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,207 shares; 2025Q1: 22,970 shares; 2025Q2: 22,558 shares; 2025Q3: 20,967 shares; 2025Q4: 21,689 shares; 2026Q1: 23,416 shares 23,416 $2.85M 0.01% +1,727 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,144 shares; 2025Q1: 74,070 shares; 2025Q2: 70,716 shares; 2025Q3: 75,624 shares; 2025Q4: 70,116 shares; 2026Q1: 41,142 shares 41,142 $2.82M 0.01% -28,974 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 146,551 shares; 2025Q2: 149,216 shares; 2025Q3: 173,880 shares; 2025Q4: 182,614 shares; 2026Q1: 106,673 shares 106,673 $2.82M 0.01% -75,941 Timeline KJAN 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: 38,367 shares; 2025Q1: 38,638 shares; 2025Q2: 96,583 shares; 2025Q3: 95,789 shares; 2025Q4: 94,038 shares; 2026Q1: 67,109 shares 67,109 $2.82M 0.01% -26,929 Timeline FENI 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: 11,605 shares; 2025Q1: 15,739 shares; 2025Q2: 48,152 shares; 2025Q3: 59,642 shares; 2025Q4: 87,550 shares; 2026Q1: 74,623 shares 74,623 $2.81M 0.01% -12,927 Timeline MMIN 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: not reported; 2025Q1: not reported; 2025Q2: 157,502 shares; 2025Q3: 165,937 shares; 2025Q4: 172,179 shares; 2026Q1: 117,644 shares 117,644 $2.81M 0.01% -54,535 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,387 shares; 2025Q1: 105,707 shares; 2025Q2: 104,610 shares; 2025Q3: 113,321 shares; 2025Q4: 118,373 shares; 2026Q1: 64,818 shares 64,818 $2.79M 0.01% -53,555 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,745 shares; 2025Q1: 62,690 shares; 2025Q2: 58,140 shares; 2025Q3: 52,455 shares; 2025Q4: 22,966 shares; 2026Q1: 15,459 shares 15,459 $2.79M 0.01% -7,507 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,453 shares; 2025Q1: 14,545 shares; 2025Q2: 14,844 shares; 2025Q3: 15,556 shares; 2025Q4: 28,748 shares; 2026Q1: 36,694 shares 36,694 $2.78M 0.01% +7,946 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,388 shares; 2025Q1: 51,425 shares; 2025Q2: 48,859 shares; 2025Q3: 83,886 shares; 2025Q4: 94,811 shares; 2026Q1: 80,433 shares 80,433 $2.78M 0.01% -14,378 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,829 shares; 2025Q1: 132,525 shares; 2025Q2: 132,304 shares; 2025Q3: 133,195 shares; 2025Q4: 131,327 shares; 2026Q1: 83,967 shares 83,967 $2.78M 0.01% -47,360 Timeline TFLO 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: 153,562 shares; 2025Q1: 146,529 shares; 2025Q2: 131,169 shares; 2025Q3: 138,599 shares; 2025Q4: 149,850 shares; 2026Q1: 54,910 shares 54,910 $2.77M 0.01% -94,940 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,595 shares; 2025Q1: 91,665 shares; 2025Q2: 136,417 shares; 2025Q3: 122,601 shares; 2025Q4: 69,094 shares; 2026Q1: 116,582 shares 116,582 $2.77M 0.01% +47,488 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,487 shares; 2025Q2: 5,789 shares; 2025Q3: 7,091 shares; 2025Q4: 8,307 shares; 2026Q1: 8,592 shares 8,592 $2.77M 0.01% +285 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250,204 shares; 2025Q1: 257,965 shares; 2025Q2: 251,251 shares; 2025Q3: 258,547 shares; 2025Q4: 262,706 shares; 2026Q1: 141,679 shares 141,679 $2.77M 0.01% -121,027 Timeline FNDA 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: 238,301 shares; 2025Q1: 209,269 shares; 2025Q2: 163,749 shares; 2025Q3: 189,499 shares; 2025Q4: 176,898 shares; 2026Q1: 84,423 shares 84,423 $2.77M 0.01% -92,475 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,843 shares; 2025Q1: 30,516 shares; 2025Q2: 29,584 shares; 2025Q3: 31,766 shares; 2025Q4: 64,299 shares; 2026Q1: 64,830 shares 64,830 $2.76M 0.01% +531 Timeline TDVG 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: 6,961 shares; 2025Q1: 55,175 shares; 2025Q2: 72,276 shares; 2025Q3: 89,556 shares; 2025Q4: 102,670 shares; 2026Q1: 61,673 shares 61,673 $2.76M 0.01% -40,997 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,516 shares; 2025Q3: 90,715 shares; 2025Q4: 81,837 shares; 2026Q1: 65,851 shares 65,851 $2.74M 0.01% -15,986 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,066 shares; 2025Q1: 17,595 shares; 2025Q2: 103,881 shares; 2025Q3: 15,884 shares; 2025Q4: 17,035 shares; 2026Q1: 13,848 shares 13,848 $2.74M 0.01% -3,187 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,499 shares; 2025Q1: 19,113 shares; 2025Q2: 19,998 shares; 2025Q3: 21,040 shares; 2025Q4: 22,565 shares; 2026Q1: 13,689 shares 13,689 $2.74M 0.01% -8,876 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,015 shares; 2025Q1: 144,881 shares; 2025Q2: 164,140 shares; 2025Q3: 154,661 shares; 2025Q4: 197,557 shares; 2026Q1: 191,408 shares 191,408 $2.74M 0.01% -6,149 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,648 shares; 2025Q1: 116,342 shares; 2025Q2: 113,119 shares; 2025Q3: 89,449 shares; 2025Q4: 126,777 shares; 2026Q1: 66,770 shares 66,770 $2.73M 0.01% -60,007 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,984 shares; 2025Q1: 168,235 shares; 2025Q2: 167,163 shares; 2025Q3: 184,999 shares; 2025Q4: 170,882 shares; 2026Q1: 158,164 shares 158,164 $2.73M 0.01% -12,718 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 48,364 shares; 2025Q2: 290,303 shares; 2025Q3: 51,177 shares; 2025Q4: 569,884 shares; 2026Q1: 40,221 shares 40,221 $2.72M 0.01% -529,663 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,806 shares; 2025Q3: not reported; 2025Q4: 68,142 shares; 2026Q1: 93,356 shares 93,356 $2.72M 0.01% +25,214 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,403 shares; 2025Q1: 24,244 shares; 2025Q2: 23,798 shares; 2025Q3: 21,971 shares; 2025Q4: 21,856 shares; 2026Q1: 18,696 shares 18,696 $2.72M 0.01% -3,160 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,364 shares; 2025Q4: 11,668 shares; 2026Q1: 26,612 shares 26,612 $2.71M 0.01% +14,944 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,875 shares; 2025Q1: 38,037 shares; 2025Q2: 42,904 shares; 2025Q3: 40,780 shares; 2025Q4: 39,426 shares; 2026Q1: 28,670 shares 28,670 $2.71M 0.01% -10,756 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,566 shares; 2025Q1: 14,404 shares; 2025Q2: 5,118 shares; 2025Q3: 14,525 shares; 2025Q4: 14,087 shares; 2026Q1: 8,478 shares 8,478 $2.7M 0.01% -5,609 Timeline IBDU 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: 94,106 shares; 2025Q1: 79,812 shares; 2025Q2: 74,454 shares; 2025Q3: 85,957 shares; 2025Q4: 92,427 shares; 2026Q1: 116,400 shares 116,400 $2.7M 0.01% +23,973 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,353 shares; 2025Q1: 17,261 shares; 2025Q2: 47,268 shares; 2025Q3: 47,760 shares; 2025Q4: 32,727 shares; 2026Q1: 68,719 shares 68,719 $2.7M 0.01% +35,992 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 47,230 shares; 2025Q3: 42,327 shares; 2025Q4: 48,707 shares; 2026Q1: 60,433 shares 60,433 $2.7M 0.01% +11,726 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,223 shares; 2025Q1: 86,408 shares; 2025Q2: 91,805 shares; 2025Q3: 89,929 shares; 2025Q4: 98,868 shares; 2026Q1: 77,068 shares 77,068 $2.69M 0.01% -21,800 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,285 shares; 2025Q1: 147,817 shares; 2025Q2: 220,727 shares; 2025Q3: 306,017 shares; 2025Q4: 353,598 shares; 2026Q1: 350,571 shares 350,571 $2.69M 0.01% -3,027 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,488 shares; 2025Q1: 70,416 shares; 2025Q2: 80,187 shares; 2025Q3: 95,699 shares; 2025Q4: 103,822 shares; 2026Q1: 66,358 shares 66,358 $2.68M 0.01% -37,464 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,960 shares; 2025Q1: 102,638 shares; 2025Q2: 95,797 shares; 2025Q3: 115,966 shares; 2025Q4: 149,420 shares; 2026Q1: 52,981 shares 52,981 $2.67M 0.01% -96,439 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,451 shares; 2025Q2: 1,428 shares; 2025Q3: 2,529 shares; 2025Q4: 13,742 shares; 2026Q1: 9,504 shares 9,504 $2.67M 0.01% -4,238 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,725 shares; 2025Q1: 79,661 shares; 2025Q2: 75,966 shares; 2025Q3: 83,670 shares; 2025Q4: 86,564 shares; 2026Q1: 86,202 shares 86,202 $2.66M 0.01% -362 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,494 shares; 2025Q1: 29,391 shares; 2025Q2: 23,830 shares; 2025Q3: 29,333 shares; 2025Q4: 37,777 shares; 2026Q1: 31,295 shares 31,295 $2.64M 0.01% -6,482 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,651 shares; 2025Q1: 124,064 shares; 2025Q2: 126,281 shares; 2025Q3: 131,139 shares; 2025Q4: 127,037 shares; 2026Q1: 82,630 shares 82,630 $2.64M 0.01% -44,407 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,078 shares; 2025Q1: 20,963 shares; 2025Q2: 38,676 shares; 2025Q3: 59,386 shares; 2025Q4: 53,693 shares; 2026Q1: 62,896 shares 62,896 $2.64M 0.01% +9,203 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,513 shares; 2025Q1: 2,482 shares; 2025Q2: 4,533 shares; 2025Q3: 6,705 shares; 2025Q4: 6,273 shares; 2026Q1: 8,390 shares 8,390 $2.63M 0.01% +2,117 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,566 shares; 2025Q1: 25,872 shares; 2025Q2: 38,462 shares; 2025Q3: 40,582 shares; 2025Q4: 53,410 shares; 2026Q1: 61,603 shares 61,603 $2.63M 0.01% +8,193 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,105 shares; 2025Q1: 13,724 shares; 2025Q2: 29,093 shares; 2025Q3: 24,211 shares; 2025Q4: 24,262 shares; 2026Q1: 28,642 shares 28,642 $2.62M 0.01% +4,380 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,649 shares; 2025Q3: 26,156 shares; 2025Q4: 27,293 shares; 2026Q1: 24,028 shares 24,028 $2.61M 0.01% -3,265 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,591 shares; 2025Q1: 46,688 shares; 2025Q2: 45,443 shares; 2025Q3: 44,984 shares; 2025Q4: 45,329 shares; 2026Q1: 28,129 shares 28,129 $2.6M 0.01% -17,200 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,122 shares; 2025Q1: 14,269 shares; 2025Q2: 21,189 shares; 2025Q3: 32,371 shares; 2025Q4: 40,869 shares; 2026Q1: 48,053 shares 48,053 $2.6M 0.01% +7,184 Timeline NUSC 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: 104,255 shares; 2025Q1: 101,123 shares; 2025Q2: 101,296 shares; 2025Q3: 97,067 shares; 2025Q4: 91,976 shares; 2026Q1: 57,047 shares 57,047 $2.6M 0.01% -34,929 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,967 shares; 2025Q1: 24,640 shares; 2025Q2: 24,115 shares; 2025Q3: 26,612 shares; 2025Q4: 30,283 shares; 2026Q1: 17,696 shares 17,696 $2.6M 0.01% -12,587 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,208 shares; 2025Q1: 207,417 shares; 2025Q2: 236,051 shares; 2025Q3: 342,942 shares; 2025Q4: 306,631 shares; 2026Q1: 164,606 shares 164,606 $2.59M 0.01% -142,025 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,500 shares; 2025Q1: 50,185 shares; 2025Q2: 51,759 shares; 2025Q3: 53,454 shares; 2025Q4: 56,595 shares; 2026Q1: 37,715 shares 37,715 $2.59M 0.01% -18,880 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,681 shares; 2025Q1: 4,788 shares; 2025Q2: 4,785 shares; 2025Q3: 4,800 shares; 2025Q4: 4,835 shares; 2026Q1: 1,357 shares 1,357 $2.59M 0.01% -3,478 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,663 shares; 2025Q1: 45,101 shares; 2025Q2: 46,203 shares; 2025Q3: 46,875 shares; 2025Q4: 39,475 shares; 2026Q1: 35,188 shares 35,188 $2.58M 0.01% -4,287 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 81,701 shares; 2025Q3: 189,951 shares; 2025Q4: 196,253 shares; 2026Q1: 267,082 shares 267,082 $2.56M 0.01% +70,829 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,361 shares; 2025Q1: 2,402 shares; 2025Q2: 2,368 shares; 2025Q3: 1,948 shares; 2025Q4: 11,371 shares; 2026Q1: 16,837 shares 16,837 $2.56M 0.01% +5,466 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,164 shares; 2025Q1: 77,927 shares; 2025Q2: 77,292 shares; 2025Q3: 49,281 shares; 2025Q4: 40,956 shares; 2026Q1: 27,471 shares 27,471 $2.55M 0.01% -13,485 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,380 shares; 2025Q1: 54,178 shares; 2025Q2: 59,396 shares; 2025Q3: 87,670 shares; 2025Q4: 84,744 shares; 2026Q1: 46,431 shares 46,431 $2.55M 0.01% -38,313 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,990 shares; 2025Q1: 43,817 shares; 2025Q2: 54,421 shares; 2025Q3: 58,757 shares; 2025Q4: 34,777 shares; 2026Q1: 16,159 shares 16,159 $2.53M 0.01% -18,618 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,799 shares; 2025Q1: 12,839 shares; 2025Q2: 11,211 shares; 2025Q3: 34,135 shares; 2025Q4: 34,971 shares; 2026Q1: 31,161 shares 31,161 $2.53M 0.01% -3,810 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,130 shares; 2025Q1: 76,378 shares; 2025Q2: 122,992 shares; 2025Q3: 88,501 shares; 2025Q4: 107,725 shares; 2026Q1: 109,480 shares 109,480 $2.53M 0.01% +1,755 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,391 shares; 2025Q1: 156,128 shares; 2025Q2: 159,772 shares; 2025Q3: 146,362 shares; 2025Q4: 140,945 shares; 2026Q1: 115,861 shares 115,861 $2.53M 0.01% -25,084 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,160 shares; 2025Q1: 47,900 shares; 2025Q2: 49,717 shares; 2025Q3: 57,365 shares; 2025Q4: 55,523 shares; 2026Q1: 55,332 shares 55,332 $2.52M 0.01% -191 Timeline NFRA 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: 128,650 shares; 2025Q1: 101,643 shares; 2025Q2: 84,788 shares; 2025Q3: 70,928 shares; 2025Q4: 59,471 shares; 2026Q1: 39,310 shares 39,310 $2.52M 0.01% -20,161 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,467 shares; 2025Q1: 26,518 shares; 2025Q2: 26,087 shares; 2025Q3: 25,506 shares; 2025Q4: 23,509 shares; 2026Q1: 15,440 shares 15,440 $2.52M 0.01% -8,069 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,521 shares; 2025Q1: 55,815 shares; 2025Q2: 55,693 shares; 2025Q3: 55,448 shares; 2025Q4: 55,397 shares; 2026Q1: 42,320 shares 42,320 $2.52M 0.01% -13,077 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,592 shares; 2025Q1: 44,907 shares; 2025Q2: 40,940 shares; 2025Q3: 35,129 shares; 2025Q4: 38,074 shares; 2026Q1: 24,108 shares 24,108 $2.51M 0.01% -13,966 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,615 shares; 2025Q1: 30,825 shares; 2025Q2: 13,579 shares; 2025Q3: 15,087 shares; 2025Q4: 17,239 shares; 2026Q1: 14,179 shares 14,179 $2.51M 0.01% -3,060 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,101 shares; 2025Q1: 15,643 shares; 2025Q2: 25,718 shares; 2025Q3: 20,157 shares; 2025Q4: 25,902 shares; 2026Q1: 21,443 shares 21,443 $2.51M 0.01% -4,459 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,388 shares; 2025Q1: 9,515 shares; 2025Q2: 11,691 shares; 2025Q3: 16,588 shares; 2025Q4: 16,842 shares; 2026Q1: 19,867 shares 19,867 $2.5M 0.01% +3,025 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,380 shares; 2025Q1: 21,514 shares; 2025Q2: 26,348 shares; 2025Q3: 26,346 shares; 2025Q4: 27,148 shares; 2026Q1: 22,061 shares 22,061 $2.5M 0.01% -5,087 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,633 shares; 2025Q1: 42,249 shares; 2025Q2: 39,416 shares; 2025Q3: 70,708 shares; 2025Q4: 77,626 shares; 2026Q1: 59,744 shares 59,744 $2.5M 0.01% -17,882 Timeline GNMA 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: 53,177 shares; 2025Q1: 53,187 shares; 2025Q2: 56,921 shares; 2025Q3: 59,844 shares; 2025Q4: 51,517 shares; 2026Q1: 56,262 shares 56,262 $2.49M 0.01% +4,745 Timeline FEM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,441 shares 82,441 $2.49M 0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,881 shares; 2025Q1: 5,882 shares; 2025Q2: 10,476 shares; 2025Q3: 12,942 shares; 2025Q4: 12,120 shares; 2026Q1: 16,906 shares 16,906 $2.49M 0.01% +4,786 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,094 shares; 2025Q1: 90,946 shares; 2025Q2: 79,254 shares; 2025Q3: 34,291 shares; 2025Q4: 24,244 shares; 2026Q1: 140,074 shares 140,074 $2.49M 0.01% +115,830 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,622 shares; 2025Q1: 65,439 shares; 2025Q2: 19,943 shares; 2025Q3: 79,012 shares; 2025Q4: 50,979 shares; 2026Q1: 41,977 shares 41,977 $2.48M 0.01% -9,002 Timeline IBTG 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: 126,892 shares; 2025Q1: 155,899 shares; 2025Q2: 176,754 shares; 2025Q3: 178,851 shares; 2025Q4: 188,574 shares; 2026Q1: 108,496 shares 108,496 $2.48M 0.01% -80,078 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,115 shares; 2025Q1: 3,251 shares; 2025Q2: 4,999 shares; 2025Q3: 3,902 shares; 2025Q4: 3,725 shares; 2026Q1: 7,471 shares 7,471 $2.47M 0.01% +3,746 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,580 shares; 2025Q1: 46,384 shares; 2025Q2: 75,676 shares; 2025Q3: 87,419 shares; 2025Q4: 79,321 shares; 2026Q1: 48,718 shares 48,718 $2.46M 0.01% -30,603 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,250 shares; 2025Q1: 71,492 shares; 2025Q2: 76,103 shares; 2025Q3: 69,532 shares; 2025Q4: 73,091 shares; 2026Q1: 64,730 shares 64,730 $2.45M 0.01% -8,361 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,716 shares; 2025Q1: 38,627 shares; 2025Q2: 42,104 shares; 2025Q3: 34,018 shares; 2025Q4: 38,986 shares; 2026Q1: 31,237 shares 31,237 $2.45M 0.01% -7,749 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,126 shares; 2025Q1: 17,054 shares; 2025Q2: 24,521 shares; 2025Q3: 24,220 shares; 2025Q4: 24,423 shares; 2026Q1: 25,638 shares 25,638 $2.44M 0.01% +1,215 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278,489 shares; 2025Q1: 212,324 shares; 2025Q2: 207,646 shares; 2025Q3: 43,893 shares; 2025Q4: 25,713 shares; 2026Q1: 16,132 shares 16,132 $2.44M 0.01% -9,581 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,840 shares; 2025Q1: 12,674 shares; 2025Q2: 12,920 shares; 2025Q3: 14,132 shares; 2025Q4: 14,302 shares; 2026Q1: 13,085 shares 13,085 $2.44M 0.01% -1,217 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,633 shares; 2025Q1: 19,359 shares; 2025Q2: 19,377 shares; 2025Q3: 19,295 shares; 2025Q4: 19,574 shares; 2026Q1: 18,781 shares 18,781 $2.43M 0.01% -793 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 15,664 shares; 2025Q2: 9,593 shares; 2025Q3: 13,363 shares; 2025Q4: 16,507 shares; 2026Q1: 16,439 shares 16,439 $2.42M 0.01% -68 Timeline AOA 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: 62,647 shares; 2025Q1: 60,567 shares; 2025Q2: 45,185 shares; 2025Q3: 43,833 shares; 2025Q4: 42,169 shares; 2026Q1: 27,250 shares 27,250 $2.42M 0.01% -14,919 Timeline THYF 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: 78,945 shares; 2025Q1: 94,092 shares; 2025Q2: 89,612 shares; 2025Q3: 94,666 shares; 2025Q4: 81,509 shares; 2026Q1: 47,028 shares 47,028 $2.41M 0.01% -34,481 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,732 shares; 2025Q1: 114,239 shares; 2025Q2: 116,963 shares; 2025Q3: 113,970 shares; 2025Q4: 94,926 shares; 2026Q1: 61,063 shares 61,063 $2.4M 0.01% -33,863 Timeline BAPRA BOEING CO More: the full row for BOEING CO 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: 36,009 shares 36,009 $2.4M 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,186 shares; 2025Q1: 2,579 shares; 2025Q2: 3,794 shares; 2025Q3: 5,595 shares; 2025Q4: 5,907 shares; 2026Q1: 7,733 shares 7,733 $2.39M 0.01% +1,826 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,014 shares; 2025Q1: 3,099 shares; 2025Q2: 3,609 shares; 2025Q3: 4,730 shares; 2025Q4: 9,882 shares; 2026Q1: 15,905 shares 15,905 $2.38M 0.01% +6,023 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,891 shares; 2025Q1: 53,134 shares; 2025Q2: 56,277 shares; 2025Q3: 52,852 shares; 2025Q4: 47,401 shares; 2026Q1: 32,105 shares 32,105 $2.37M 0.01% -15,296 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,165 shares; 2025Q1: 105,336 shares; 2025Q2: 104,188 shares; 2025Q3: 104,225 shares; 2025Q4: 103,847 shares; 2026Q1: 74,973 shares 74,973 $2.37M 0.01% -28,874 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,674 shares; 2025Q1: 147,833 shares; 2025Q2: 117,600 shares; 2025Q3: 135,667 shares; 2025Q4: 155,610 shares; 2026Q1: 202,903 shares 202,903 $2.37M 0.01% +47,293 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,771 shares; 2025Q1: 10,092 shares; 2025Q2: 10,546 shares; 2025Q3: 10,812 shares; 2025Q4: 12,207 shares; 2026Q1: 9,531 shares 9,531 $2.36M 0.01% -2,676 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,918 shares; 2025Q2: 5,494 shares; 2025Q3: 5,679 shares; 2025Q4: 17,307 shares; 2026Q1: 25,887 shares 25,887 $2.36M 0.01% +8,580 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,025 shares; 2025Q1: 28,418 shares; 2025Q2: 35,528 shares; 2025Q3: 41,535 shares; 2025Q4: 41,556 shares; 2026Q1: 26,699 shares 26,699 $2.35M 0.01% -14,857 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,657 shares; 2025Q1: 12,852 shares; 2025Q2: 13,017 shares; 2025Q3: 16,235 shares; 2025Q4: 14,755 shares; 2026Q1: 13,672 shares 13,672 $2.34M 0.01% -1,083 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,623 shares; 2025Q1: 6,873 shares; 2025Q2: 8,095 shares; 2025Q3: 11,268 shares; 2025Q4: 13,712 shares; 2026Q1: 13,942 shares 13,942 $2.34M 0.01% +230 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,811 shares; 2025Q1: 131,735 shares; 2025Q2: 154,326 shares; 2025Q3: 164,614 shares; 2025Q4: 119,531 shares; 2026Q1: 50,187 shares 50,187 $2.34M 0.01% -69,344 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,798 shares; 2025Q1: 112,875 shares; 2025Q2: 128,532 shares; 2025Q3: 126,413 shares; 2025Q4: 180,789 shares; 2026Q1: 240,825 shares 240,825 $2.34M 0.01% +60,036 Timeline SCHY 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: 58,115 shares; 2025Q1: 63,575 shares; 2025Q2: 67,506 shares; 2025Q3: 91,506 shares; 2025Q4: 90,320 shares; 2026Q1: 73,271 shares 73,271 $2.34M 0.01% -17,049 Timeline JBBB 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: 77,288 shares; 2025Q1: 195,819 shares; 2025Q2: 224,840 shares; 2025Q3: 276,349 shares; 2025Q4: 290,103 shares; 2026Q1: 49,763 shares 49,763 $2.33M 0.01% -240,340 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,453 shares; 2025Q1: 68,584 shares; 2025Q2: 60,712 shares; 2025Q3: 58,784 shares; 2025Q4: 69,379 shares; 2026Q1: 45,066 shares 45,066 $2.33M 0.01% -24,313 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,711 shares; 2025Q1: 7,119 shares; 2025Q2: 8,271 shares; 2025Q3: 9,178 shares; 2025Q4: 8,579 shares; 2026Q1: 14,007 shares 14,007 $2.33M 0.01% +5,428 Timeline IBDY 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: 29,609 shares; 2025Q1: 46,317 shares; 2025Q2: 50,686 shares; 2025Q3: 64,860 shares; 2025Q4: 67,546 shares; 2026Q1: 89,743 shares 89,743 $2.32M 0.01% +22,197 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,070 shares; 2025Q1: 36,933 shares; 2025Q2: 34,895 shares; 2025Q3: 37,496 shares; 2025Q4: 40,662 shares; 2026Q1: 39,283 shares 39,283 $2.32M 0.01% -1,379 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,963 shares; 2025Q1: 41,039 shares; 2025Q2: 77,925 shares; 2025Q3: 72,896 shares; 2025Q4: 70,530 shares; 2026Q1: 43,945 shares 43,945 $2.32M 0.01% -26,585 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,046 shares; 2025Q1: 78,811 shares; 2025Q2: 74,826 shares; 2025Q3: 72,392 shares; 2025Q4: 77,198 shares; 2026Q1: 35,598 shares 35,598 $2.31M 0.01% -41,600 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,763 shares; 2025Q1: 47,319 shares; 2025Q2: 66,018 shares; 2025Q3: 68,053 shares; 2025Q4: 86,137 shares; 2026Q1: 89,624 shares 89,624 $2.31M 0.01% +3,487 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,320 shares; 2025Q1: 3,892 shares; 2025Q2: 8,210 shares; 2025Q3: 9,165 shares; 2025Q4: 11,412 shares; 2026Q1: 10,928 shares 10,928 $2.31M 0.01% -484 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 9,366 shares; 2025Q4: 80,038 shares; 2026Q1: 79,428 shares 79,428 $2.31M 0.01% -610 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 21,684 shares; 2025Q3: 24,668 shares; 2025Q4: 25,466 shares; 2026Q1: 32,958 shares 32,958 $2.31M 0.01% +7,492 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,515 shares; 2025Q1: 17,480 shares; 2025Q2: 96,092 shares; 2025Q3: 98,073 shares; 2025Q4: 110,801 shares; 2026Q1: 53,980 shares 53,980 $2.3M 0.01% -56,821 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,467 shares; 2026Q1: 56,698 shares 56,698 $2.3M 0.01% -67,769 Timeline FDHY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,149 shares 47,149 $2.3M 0.01% new Timeline IBDX 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: 44,955 shares; 2025Q1: 37,753 shares; 2025Q2: 39,199 shares; 2025Q3: 53,273 shares; 2025Q4: 56,584 shares; 2026Q1: 91,033 shares 91,033 $2.3M 0.01% +34,449 Timeline ICLO 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: 303,071 shares; 2025Q1: 343,173 shares; 2025Q2: 299,084 shares; 2025Q3: 231,603 shares; 2025Q4: 203,793 shares; 2026Q1: 89,912 shares 89,912 $2.29M 0.01% -113,881 Timeline IBTI 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: not reported; 2025Q3: not reported; 2025Q4: 132,066 shares; 2026Q1: 102,920 shares 102,920 $2.29M 0.01% -29,146 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,194 shares; 2026Q1: 61,079 shares 61,079 $2.29M 0.01% +35,885 Timeline SUSC 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: not reported; 2025Q3: 10,906 shares; 2025Q4: not reported; 2026Q1: 98,579 shares 98,579 $2.28M 0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,279 shares; 2025Q1: 29,607 shares; 2025Q2: 31,742 shares; 2025Q3: 32,799 shares; 2025Q4: 31,182 shares; 2026Q1: 36,556 shares 36,556 $2.27M <0.01% +5,374 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,882 shares; 2025Q1: 182,861 shares; 2025Q2: 184,596 shares; 2025Q3: 184,668 shares; 2025Q4: 200,678 shares; 2026Q1: 110,892 shares 110,892 $2.27M <0.01% -89,786 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,090 shares; 2025Q1: 50,859 shares; 2025Q2: 52,226 shares; 2025Q3: 59,212 shares; 2025Q4: 57,913 shares; 2026Q1: 32,097 shares 32,097 $2.26M <0.01% -25,816 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,914 shares; 2025Q1: 44,879 shares; 2025Q2: 48,891 shares; 2025Q3: 49,827 shares; 2025Q4: 49,678 shares; 2026Q1: 93,821 shares 93,821 $2.26M <0.01% +44,143 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,150 shares; 2025Q1: 9,803 shares; 2025Q2: 9,888 shares; 2025Q3: 27,461 shares; 2025Q4: 47,149 shares; 2026Q1: 63,475 shares 63,475 $2.26M <0.01% +16,326 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,595 shares; 2025Q1: 11,760 shares; 2025Q2: 15,751 shares; 2025Q3: 19,498 shares; 2025Q4: 19,300 shares; 2026Q1: 14,194 shares 14,194 $2.25M <0.01% -5,106 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,010 shares; 2025Q2: 22,336 shares; 2025Q3: 26,119 shares; 2025Q4: 25,627 shares; 2026Q1: 33,338 shares 33,338 $2.24M <0.01% +7,711 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,995 shares; 2025Q1: 34,186 shares; 2025Q2: 35,253 shares; 2025Q3: 54,378 shares; 2025Q4: 168,321 shares; 2026Q1: 9,620 shares 9,620 $2.24M <0.01% -158,701 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,672 shares; 2025Q1: 211,905 shares; 2025Q2: 210,523 shares; 2025Q3: 211,010 shares; 2025Q4: 213,374 shares; 2026Q1: 114,053 shares 114,053 $2.24M <0.01% -99,321 Timeline DFAR 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: 86,194 shares; 2025Q1: 100,221 shares; 2025Q2: 109,188 shares; 2025Q3: 128,927 shares; 2025Q4: 130,672 shares; 2026Q1: 92,779 shares 92,779 $2.24M <0.01% -37,893 Timeline QOWZ 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: 101,732 shares; 2025Q1: 113,695 shares; 2025Q2: 110,080 shares; 2025Q3: 109,620 shares; 2025Q4: 114,652 shares; 2026Q1: 70,096 shares 70,096 $2.23M <0.01% -44,556 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,232 shares; 2025Q1: 43,675 shares; 2025Q2: 57,165 shares; 2025Q3: 68,534 shares; 2025Q4: 65,231 shares; 2026Q1: 56,385 shares 56,385 $2.22M <0.01% -8,846 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,615 shares; 2025Q1: 7,161 shares; 2025Q2: 4,889 shares; 2025Q3: 6,277 shares; 2025Q4: 13,820 shares; 2026Q1: 14,603 shares 14,603 $2.22M <0.01% +783 Timeline LQDB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,698 shares 25,698 $2.22M <0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 121,595 shares; 2025Q2: 124,827 shares; 2025Q3: 125,165 shares; 2025Q4: 125,493 shares; 2026Q1: 80,233 shares 80,233 $2.22M <0.01% -45,260 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,465 shares; 2025Q1: 8,017 shares; 2025Q2: 9,009 shares; 2025Q3: 8,355 shares; 2025Q4: 7,978 shares; 2026Q1: 7,547 shares 7,547 $2.22M <0.01% -431 Timeline LGLV 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: 28,826 shares; 2025Q1: 27,472 shares; 2025Q2: 21,295 shares; 2025Q3: 20,208 shares; 2025Q4: 20,034 shares; 2026Q1: 12,336 shares 12,336 $2.22M <0.01% -7,698 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,499 shares; 2025Q1: 37,572 shares; 2025Q2: 19,663 shares; 2025Q3: 19,327 shares; 2025Q4: 19,568 shares; 2026Q1: 36,883 shares 36,883 $2.21M <0.01% +17,315 Timeline IBDZ 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: not reported; 2025Q3: 15,796 shares; 2025Q4: 19,945 shares; 2026Q1: 84,814 shares 84,814 $2.21M <0.01% +64,869 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,348 shares; 2025Q1: 123,201 shares; 2025Q2: 101,896 shares; 2025Q3: 40,200 shares; 2025Q4: 284,657 shares; 2026Q1: 77,446 shares 77,446 $2.21M <0.01% -207,211 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,532 shares; 2025Q1: 10,016 shares; 2025Q2: 12,937 shares; 2025Q3: 13,572 shares; 2025Q4: 13,369 shares; 2026Q1: 34,328 shares 34,328 $2.21M <0.01% +20,959 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 276,730 shares; 2025Q2: 342,513 shares; 2025Q3: 340,043 shares; 2025Q4: 345,598 shares; 2026Q1: 293,087 shares 293,087 $2.2M <0.01% -52,511 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,448 shares; 2025Q1: not reported; 2025Q2: 248,246 shares; 2025Q3: 269,826 shares; 2025Q4: 272,261 shares; 2026Q1: 60,791 shares 60,791 $2.2M <0.01% -211,470 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS 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: 35,250 shares; 2025Q4: 49,371 shares; 2026Q1: 76,664 shares 76,664 $2.2M <0.01% +27,293 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,645 shares; 2025Q1: 14,913 shares; 2025Q2: 58,190 shares; 2025Q3: 56,346 shares; 2025Q4: 94,999 shares; 2026Q1: 93,772 shares 93,772 $2.19M <0.01% -1,227 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 6,905 shares; 2025Q3: 15,777 shares; 2025Q4: 33,191 shares; 2026Q1: 47,127 shares 47,127 $2.18M <0.01% +13,936 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 59,282 shares; 2025Q2: 89,138 shares; 2025Q3: 136,467 shares; 2025Q4: 202,691 shares; 2026Q1: 145,578 shares 145,578 $2.18M <0.01% -57,113 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,968 shares; 2025Q1: 12,185 shares; 2025Q2: 15,999 shares; 2025Q3: 15,229 shares; 2025Q4: 19,904 shares; 2026Q1: 12,682 shares 12,682 $2.17M <0.01% -7,222 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,599 shares; 2025Q1: 49,792 shares; 2025Q2: 59,781 shares; 2025Q3: 60,045 shares; 2025Q4: 49,699 shares; 2026Q1: 43,141 shares 43,141 $2.17M <0.01% -6,558 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 4,773 shares; 2025Q2: 10,509 shares; 2025Q3: 15,180 shares; 2025Q4: 15,871 shares; 2026Q1: 14,757 shares 14,757 $2.17M <0.01% -1,114 Timeline HYS 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: 9,782 shares; 2025Q2: 9,087 shares; 2025Q3: 8,843 shares; 2025Q4: 10,104 shares; 2026Q1: 23,244 shares 23,244 $2.16M <0.01% +13,140 Timeline FIVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,359 shares 61,359 $2.16M <0.01% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,800 shares; 2025Q1: 105,434 shares; 2025Q2: 107,988 shares; 2025Q3: 139,778 shares; 2025Q4: 167,078 shares; 2026Q1: 46,295 shares 46,295 $2.15M <0.01% -120,783 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,208 shares; 2025Q1: 7,148 shares; 2025Q2: 7,243 shares; 2025Q3: 8,453 shares; 2025Q4: 17,246 shares; 2026Q1: 30,989 shares 30,989 $2.15M <0.01% +13,743 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,570 shares; 2025Q1: 292,077 shares; 2025Q2: 135,762 shares; 2025Q3: 143,283 shares; 2025Q4: 144,644 shares; 2026Q1: 80,109 shares 80,109 $2.15M <0.01% -64,535 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,744 shares; 2025Q1: 151,801 shares; 2025Q2: 155,104 shares; 2025Q3: 150,345 shares; 2025Q4: 155,779 shares; 2026Q1: 79,158 shares 79,158 $2.14M <0.01% -76,621 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,384 shares; 2025Q2: 24,880 shares; 2025Q3: 25,020 shares; 2025Q4: 25,659 shares; 2026Q1: 10,138 shares 10,138 $2.14M <0.01% -15,521 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,510 shares; 2025Q1: 13,765 shares; 2025Q2: 13,842 shares; 2025Q3: 13,991 shares; 2025Q4: 14,607 shares; 2026Q1: 71,136 shares 71,136 $2.13M <0.01% +56,529 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 428 shares; 2025Q2: 1,356 shares; 2025Q3: 1,317 shares; 2025Q4: 1,328 shares; 2026Q1: 1,829 shares 1,829 $2.13M <0.01% +501 TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,060 shares; 2025Q1: 33,229 shares; 2025Q2: 32,796 shares; 2025Q3: 33,463 shares; 2025Q4: 31,397 shares; 2026Q1: 26,475 shares 26,475 $2.13M <0.01% -4,922 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,277 shares; 2025Q1: 4,209 shares; 2025Q2: 3,580 shares; 2025Q3: 3,144 shares; 2025Q4: 6,475 shares; 2026Q1: 7,242 shares 7,242 $2.12M <0.01% +767 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 332 shares; 2025Q2: 343 shares; 2025Q3: 357 shares; 2025Q4: 381 shares; 2026Q1: 318 shares 318 $2.12M <0.01% -63 Timeline RAAX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,205 shares; 2025Q4: 32,010 shares; 2026Q1: 51,468 shares 51,468 $2.12M <0.01% +19,458 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,598 shares; 2025Q1: 35,938 shares; 2025Q2: 37,302 shares; 2025Q3: 20,628 shares; 2025Q4: 52,447 shares; 2026Q1: 33,504 shares 33,504 $2.11M <0.01% -18,943 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,351 shares; 2025Q1: 8,693 shares; 2025Q2: 9,008 shares; 2025Q3: 10,124 shares; 2025Q4: 12,931 shares; 2026Q1: 13,187 shares 13,187 $2.11M <0.01% +256 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,373 shares; 2025Q1: 68,693 shares; 2025Q2: 22,421 shares; 2025Q3: 26,947 shares; 2025Q4: 31,591 shares; 2026Q1: 53,040 shares 53,040 $2.11M <0.01% +21,449 Timeline HEWLETT PACKARD ENTERPRISE C 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,519 shares 31,519 $2.11M <0.01% new BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,662 shares; 2025Q1: 170,385 shares; 2025Q2: 175,986 shares; 2025Q3: 184,030 shares; 2025Q4: 201,260 shares; 2026Q1: 112,915 shares 112,915 $2.11M <0.01% -88,345 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,584 shares; 2026Q1: 32,834 shares 32,834 $2.1M <0.01% -17,750 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,041 shares; 2025Q1: 81,733 shares; 2025Q2: 615,706 shares; 2025Q3: 92,273 shares; 2025Q4: 64,098 shares; 2026Q1: 71,036 shares 71,036 $2.1M <0.01% +6,938 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,932 shares; 2025Q1: 7,069 shares; 2025Q2: 7,628 shares; 2025Q3: 7,304 shares; 2025Q4: 19,114 shares; 2026Q1: 12,608 shares 12,608 $2.09M <0.01% -6,506 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,163 shares; 2025Q1: 27,417 shares; 2025Q2: 44,140 shares; 2025Q3: 43,443 shares; 2025Q4: 37,638 shares; 2026Q1: 37,470 shares 37,470 $2.09M <0.01% -168 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,591 shares; 2025Q1: 64,236 shares; 2025Q2: 60,758 shares; 2025Q3: 60,758 shares; 2025Q4: 60,758 shares; 2026Q1: 60,690 shares 60,690 $2.09M <0.01% -68 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY 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: 37,630 shares; 2025Q3: 39,795 shares; 2025Q4: 40,306 shares; 2026Q1: 50,271 shares 50,271 $2.08M <0.01% +9,965 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,844 shares; 2025Q1: 10,467 shares; 2025Q2: 10,607 shares; 2025Q3: 10,803 shares; 2025Q4: 12,323 shares; 2026Q1: 14,964 shares 14,964 $2.07M <0.01% +2,641 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,274 shares; 2025Q1: 12,568 shares; 2025Q2: 16,388 shares; 2025Q3: 18,835 shares; 2025Q4: 16,896 shares; 2026Q1: 18,172 shares 18,172 $2.07M <0.01% +1,276 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,912 shares; 2025Q1: 21,162 shares; 2025Q2: 19,325 shares; 2025Q3: 21,328 shares; 2025Q4: 46,097 shares; 2026Q1: 41,045 shares 41,045 $2.07M <0.01% -5,052 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,151 shares; 2025Q2: 38,070 shares; 2025Q3: 41,775 shares; 2025Q4: 44,636 shares; 2026Q1: 50,230 shares 50,230 $2.06M <0.01% +5,594 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP 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: 53,082 shares 53,082 $2.06M <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,629 shares; 2025Q1: 22,593 shares; 2025Q2: 34,355 shares; 2025Q3: 20,382 shares; 2025Q4: 18,871 shares; 2026Q1: 15,357 shares 15,357 $2.06M <0.01% -3,514 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,879 shares; 2025Q1: 30,922 shares; 2025Q2: 43,352 shares; 2025Q3: 44,429 shares; 2025Q4: 45,022 shares; 2026Q1: 41,825 shares 41,825 $2.04M <0.01% -3,197 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,839 shares; 2025Q1: 109,240 shares; 2025Q2: 168,738 shares; 2025Q3: 265,724 shares; 2025Q4: 198,907 shares; 2026Q1: 31,025 shares 31,025 $2.03M <0.01% -167,882 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,826 shares; 2025Q1: 15,112 shares; 2025Q2: 14,504 shares; 2025Q3: 28,432 shares; 2025Q4: 44,368 shares; 2026Q1: 91,560 shares 91,560 $2.03M <0.01% +47,192 Timeline PFXF 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: 154,591 shares; 2025Q1: 150,059 shares; 2025Q2: 131,939 shares; 2025Q3: 138,556 shares; 2025Q4: 114,406 shares; 2026Q1: 114,952 shares 114,952 $2.02M <0.01% +546 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,047 shares; 2025Q1: 36,803 shares; 2025Q2: 35,598 shares; 2025Q3: 39,308 shares; 2025Q4: 47,126 shares; 2026Q1: 42,261 shares 42,261 $2.01M <0.01% -4,865 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,787 shares; 2025Q1: 5,643 shares; 2025Q2: 6,146 shares; 2025Q3: 6,316 shares; 2025Q4: 11,725 shares; 2026Q1: 34,749 shares 34,749 $2.01M <0.01% +23,024 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,501 shares; 2025Q2: 1,728 shares; 2025Q3: 3,158 shares; 2025Q4: 4,443 shares; 2026Q1: 7,505 shares 7,505 $2M <0.01% +3,062 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,247 shares; 2025Q1: 98,078 shares; 2025Q2: 115,437 shares; 2025Q3: 113,054 shares; 2025Q4: 112,126 shares; 2026Q1: 53,088 shares 53,088 $1.99M <0.01% -59,038 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,172 shares; 2025Q1: 43,630 shares; 2025Q2: 35,019 shares; 2025Q3: 41,689 shares; 2025Q4: 51,139 shares; 2026Q1: 50,602 shares 50,602 $1.99M <0.01% -537 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,084 shares; 2025Q1: 45,596 shares; 2025Q2: 47,295 shares; 2025Q3: 64,428 shares; 2025Q4: 71,817 shares; 2026Q1: 95,064 shares 95,064 $1.99M <0.01% +23,247 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 9,647 shares; 2025Q4: 11,831 shares; 2026Q1: 19,941 shares 19,941 $1.98M <0.01% +8,110 Timeline LONZ 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: 1,308,599 shares; 2025Q1: 1,350,282 shares; 2025Q2: 1,357,269 shares; 2025Q3: 1,335,456 shares; 2025Q4: 129,009 shares; 2026Q1: 40,357 shares 40,357 $1.98M <0.01% -88,652 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,519 shares; 2025Q1: 35,879 shares; 2025Q2: 36,177 shares; 2025Q3: 28,309 shares; 2025Q4: 46,416 shares; 2026Q1: 27,751 shares 27,751 $1.98M <0.01% -18,665 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,214 shares; 2025Q1: 61,748 shares; 2025Q2: 61,573 shares; 2025Q3: 129,115 shares; 2025Q4: 86,165 shares; 2026Q1: 53,823 shares 53,823 $1.97M <0.01% -32,342 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,195 shares; 2025Q1: 15,112 shares; 2025Q2: 17,819 shares; 2025Q3: 31,049 shares; 2025Q4: 26,563 shares; 2026Q1: 20,865 shares 20,865 $1.97M <0.01% -5,698 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,925 shares; 2025Q1: 5,139 shares; 2025Q2: 6,341 shares; 2025Q3: 8,433 shares; 2025Q4: 12,545 shares; 2026Q1: 11,417 shares 11,417 $1.95M <0.01% -1,128 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,630 shares; 2025Q1: 74,154 shares; 2025Q2: 74,345 shares; 2025Q3: 87,368 shares; 2025Q4: 90,819 shares; 2026Q1: 79,925 shares 79,925 $1.95M <0.01% -10,894 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,743 shares; 2025Q1: 180,848 shares; 2025Q2: 133,165 shares; 2025Q3: 156,656 shares; 2025Q4: 150,918 shares; 2026Q1: 95,412 shares 95,412 $1.95M <0.01% -55,506 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,102 shares; 2025Q1: 4,334 shares; 2025Q2: 5,429 shares; 2025Q3: 6,175 shares; 2025Q4: 9,357 shares; 2026Q1: 10,439 shares 10,439 $1.95M <0.01% +1,082 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,370 shares; 2025Q1: 5,927 shares; 2025Q2: 5,763 shares; 2025Q3: 6,084 shares; 2025Q4: 20,903 shares; 2026Q1: 8,549 shares 8,549 $1.95M <0.01% -12,354 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,565 shares; 2025Q1: 16,808 shares; 2025Q2: 15,763 shares; 2025Q3: 35,369 shares; 2025Q4: 38,214 shares; 2026Q1: 35,201 shares 35,201 $1.95M <0.01% -3,013 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,896 shares; 2025Q1: 8,599 shares; 2025Q2: 10,029 shares; 2025Q3: 9,591 shares; 2025Q4: 11,987 shares; 2026Q1: 10,983 shares 10,983 $1.94M <0.01% -1,004 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,979 shares; 2025Q1: 45,613 shares; 2025Q2: 47,894 shares; 2025Q3: 48,154 shares; 2025Q4: 54,228 shares; 2026Q1: 30,524 shares 30,524 $1.94M <0.01% -23,704 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,652 shares; 2025Q1: 5,085 shares; 2025Q2: 8,895 shares; 2025Q3: 5,413 shares; 2025Q4: 4,686 shares; 2026Q1: 1,765 shares 1,765 $1.92M <0.01% -2,921 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,755 shares; 2025Q1: 15,470 shares; 2025Q2: 60,355 shares; 2025Q3: 62,882 shares; 2025Q4: 61,719 shares; 2026Q1: 61,864 shares 61,864 $1.92M <0.01% +145 Timeline IBCA 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: not reported; 2025Q3: 13,833 shares; 2025Q4: 17,498 shares; 2026Q1: 74,852 shares 74,852 $1.92M <0.01% +57,354 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,408 shares; 2025Q1: 7,782 shares; 2025Q2: 45,887 shares; 2025Q3: 54,286 shares; 2025Q4: 39,268 shares; 2026Q1: 34,036 shares 34,036 $1.92M <0.01% -5,232 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,972 shares; 2025Q1: 51,328 shares; 2025Q2: 50,914 shares; 2025Q3: 61,924 shares; 2025Q4: 40,509 shares; 2026Q1: 15,987 shares 15,987 $1.92M <0.01% -24,522 Timeline JVAL 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: 27,588 shares; 2025Q1: 30,485 shares; 2025Q2: 33,143 shares; 2025Q3: 35,037 shares; 2025Q4: 39,091 shares; 2026Q1: 38,795 shares 38,795 $1.92M <0.01% -296 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,943 shares; 2025Q1: 27,437 shares; 2025Q2: 33,439 shares; 2025Q3: 33,439 shares; 2025Q4: 30,633 shares; 2026Q1: 26,630 shares 26,630 $1.91M <0.01% -4,003 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,567 shares; 2025Q1: 12,794 shares; 2025Q2: 16,900 shares; 2025Q3: 17,444 shares; 2025Q4: 17,879 shares; 2026Q1: 11,233 shares 11,233 $1.91M <0.01% -6,646 Timeline IMCB 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: 31,026 shares; 2025Q1: 31,092 shares; 2025Q2: 30,634 shares; 2025Q3: 30,437 shares; 2025Q4: 30,457 shares; 2026Q1: 22,563 shares 22,563 $1.9M <0.01% -7,894 Timeline PQDI 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: 137,244 shares; 2025Q1: 137,037 shares; 2025Q2: 159,225 shares; 2025Q3: 179,323 shares; 2025Q4: 186,734 shares; 2026Q1: 98,906 shares 98,906 $1.9M <0.01% -87,828 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,793 shares; 2025Q1: 33,028 shares; 2025Q2: 30,015 shares; 2025Q3: 27,709 shares; 2025Q4: 29,127 shares; 2026Q1: 28,122 shares 28,122 $1.9M <0.01% -1,005 Timeline DXJ 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: 51,572 shares; 2025Q1: 11,540 shares; 2025Q2: 12,469 shares; 2025Q3: 12,081 shares; 2025Q4: 15,423 shares; 2026Q1: 11,788 shares 11,788 $1.9M <0.01% -3,635 Timeline JMSI 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: 5,048 shares; 2025Q1: 5,078 shares; 2025Q2: 16,495 shares; 2025Q3: 36,878 shares; 2025Q4: 40,776 shares; 2026Q1: 38,069 shares 38,069 $1.9M <0.01% -2,707 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,446 shares; 2025Q1: 23,344 shares; 2025Q2: 111,960 shares; 2025Q3: 125,781 shares; 2025Q4: 46,094 shares; 2026Q1: 86,729 shares 86,729 $1.9M <0.01% +40,635 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,476 shares; 2025Q1: 41,709 shares; 2025Q2: 42,652 shares; 2025Q3: 44,858 shares; 2025Q4: 49,747 shares; 2026Q1: 56,194 shares 56,194 $1.89M <0.01% +6,447 Timeline TBUX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,416 shares; 2025Q4: 21,127 shares; 2026Q1: 37,917 shares 37,917 $1.89M <0.01% +16,790 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,942 shares; 2025Q1: 1,574 shares; 2025Q2: 2,022 shares; 2025Q3: 11,036 shares; 2025Q4: 7,190 shares; 2026Q1: 9,325 shares 9,325 $1.88M <0.01% +2,135 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,660 shares; 2025Q1: 16,360 shares; 2025Q2: 20,201 shares; 2025Q3: 23,595 shares; 2025Q4: 189,046 shares; 2026Q1: 38,713 shares 38,713 $1.88M <0.01% -150,333 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,900 shares; 2025Q1: 111,623 shares; 2025Q2: 131,996 shares; 2025Q3: 128,340 shares; 2025Q4: 136,441 shares; 2026Q1: 91,463 shares 91,463 $1.87M <0.01% -44,978 Timeline CAFG 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: 122,515 shares; 2025Q1: 143,932 shares; 2025Q2: 101,930 shares; 2025Q3: 104,916 shares; 2025Q4: 114,801 shares; 2026Q1: 67,895 shares 67,895 $1.87M <0.01% -46,906 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,933 shares; 2025Q1: 109,452 shares; 2025Q2: 164,778 shares; 2025Q3: 154,742 shares; 2025Q4: 138,615 shares; 2026Q1: 83,508 shares 83,508 $1.87M <0.01% -55,107 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 10,735 shares; 2025Q4: 10,585 shares; 2026Q1: 28,644 shares 28,644 $1.87M <0.01% +18,059 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,222 shares; 2025Q1: 59,336 shares; 2025Q2: 50,124 shares; 2025Q3: 39,360 shares; 2025Q4: 35,718 shares; 2026Q1: 24,671 shares 24,671 $1.86M <0.01% -11,047 Timeline JMEE 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: 59,062 shares; 2025Q1: 65,440 shares; 2025Q2: 61,922 shares; 2025Q3: 23,611 shares; 2025Q4: 25,957 shares; 2026Q1: 27,573 shares 27,573 $1.86M <0.01% +1,616 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,968 shares; 2025Q1: 12,826 shares; 2025Q2: 8,910 shares; 2025Q3: 8,830 shares; 2025Q4: 12,929 shares; 2026Q1: 15,233 shares 15,233 $1.86M <0.01% +2,304 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,166 shares; 2025Q1: 124,395 shares; 2025Q2: 121,067 shares; 2025Q3: 121,385 shares; 2025Q4: 132,190 shares; 2026Q1: 47,087 shares 47,087 $1.86M <0.01% -85,103 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,232 shares; 2025Q1: 143,650 shares; 2025Q2: 79,146 shares; 2025Q3: 71,462 shares; 2025Q4: 202,000 shares; 2026Q1: 43,424 shares 43,424 $1.85M <0.01% -158,576 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,453 shares; 2025Q1: 3,424 shares; 2025Q2: 3,458 shares; 2025Q3: 3,179 shares; 2025Q4: 3,770 shares; 2026Q1: 5,487 shares 5,487 $1.85M <0.01% +1,717 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,865 shares; 2025Q1: 9,791 shares; 2025Q2: 15,802 shares; 2025Q3: 12,457 shares; 2025Q4: 15,308 shares; 2026Q1: 26,179 shares 26,179 $1.85M <0.01% +10,871 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,037 shares; 2025Q1: 17,930 shares; 2025Q2: 17,109 shares; 2025Q3: 18,977 shares; 2025Q4: 23,657 shares; 2026Q1: 24,541 shares 24,541 $1.84M <0.01% +884 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,934 shares; 2025Q1: 100,836 shares; 2025Q2: 98,833 shares; 2025Q3: 100,137 shares; 2025Q4: 113,746 shares; 2026Q1: 82,172 shares 82,172 $1.84M <0.01% -31,574 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,958 shares; 2025Q1: 23,068 shares; 2025Q2: 36,989 shares; 2025Q3: 34,657 shares; 2025Q4: 40,957 shares; 2026Q1: 43,844 shares 43,844 $1.84M <0.01% +2,887 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,094 shares; 2025Q1: 18,035 shares; 2025Q2: 21,103 shares; 2025Q3: 52,628 shares; 2025Q4: 32,941 shares; 2026Q1: 42,135 shares 42,135 $1.83M <0.01% +9,194 Timeline SRLN 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: 199,482 shares; 2025Q1: 179,814 shares; 2025Q2: 167,898 shares; 2025Q3: 165,442 shares; 2025Q4: 146,370 shares; 2026Q1: 45,663 shares 45,663 $1.83M <0.01% -100,707 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,999 shares; 2025Q1: 178,507 shares; 2025Q2: 194,655 shares; 2025Q3: 254,916 shares; 2025Q4: 261,522 shares; 2026Q1: 189,322 shares 189,322 $1.82M <0.01% -72,200 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,699 shares; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: 43,778 shares; 2025Q4: 106,759 shares; 2026Q1: 89,471 shares 89,471 $1.82M <0.01% -17,288 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,533 shares; 2025Q1: 25,480 shares; 2025Q2: 16,652 shares; 2025Q3: 94,703 shares; 2025Q4: 106,817 shares; 2026Q1: 98,645 shares 98,645 $1.82M <0.01% -8,172 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,357 shares; 2025Q1: 81,784 shares; 2025Q2: 65,935 shares; 2025Q3: 52,953 shares; 2025Q4: 66,495 shares; 2026Q1: 41,284 shares 41,284 $1.82M <0.01% -25,211 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,318 shares; 2025Q1: 23,622 shares; 2025Q2: 25,821 shares; 2025Q3: 62,609 shares; 2025Q4: 60,442 shares; 2026Q1: 64,432 shares 64,432 $1.82M <0.01% +3,990 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,997 shares; 2025Q1: 25,487 shares; 2025Q2: 24,161 shares; 2025Q3: 26,844 shares; 2025Q4: 27,426 shares; 2026Q1: 16,184 shares 16,184 $1.81M <0.01% -11,242 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS 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: 8,776 shares; 2026Q1: 30,387 shares 30,387 $1.81M <0.01% +21,611 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 443,615 shares; 2025Q1: 423,434 shares; 2025Q2: 111,899 shares; 2025Q3: 91,011 shares; 2025Q4: 87,391 shares; 2026Q1: 58,687 shares 58,687 $1.81M <0.01% -28,704 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,842 shares; 2025Q1: 43,164 shares; 2025Q2: 44,268 shares; 2025Q3: 44,718 shares; 2025Q4: 47,846 shares; 2026Q1: 31,992 shares 31,992 $1.81M <0.01% -15,854 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,947 shares; 2025Q4: 44,773 shares; 2026Q1: 102,947 shares 102,947 $1.8M <0.01% +58,174 Timeline BJAN 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: 15,547 shares; 2025Q1: 16,196 shares; 2025Q2: 170,092 shares; 2025Q3: 49,026 shares; 2025Q4: 48,010 shares; 2026Q1: 33,414 shares 33,414 $1.8M <0.01% -14,596 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,236 shares; 2025Q1: 29,652 shares; 2025Q2: 64,372 shares; 2025Q3: 79,464 shares; 2025Q4: 30,218 shares; 2026Q1: 46,206 shares 46,206 $1.8M <0.01% +15,988 Timeline TSPA 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: 30,995 shares; 2025Q1: 42,624 shares; 2025Q2: 46,145 shares; 2025Q3: 69,298 shares; 2025Q4: 78,856 shares; 2026Q1: 43,447 shares 43,447 $1.79M <0.01% -35,409 Timeline ECOW 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: 109,404 shares; 2025Q1: 112,176 shares; 2025Q2: 116,467 shares; 2025Q3: 125,244 shares; 2025Q4: 105,286 shares; 2026Q1: 67,427 shares 67,427 $1.79M <0.01% -37,859 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,600 shares; 2025Q2: 64,905 shares; 2025Q3: 81,897 shares; 2025Q4: 99,698 shares; 2026Q1: 74,707 shares 74,707 $1.79M <0.01% -24,991 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,644 shares; 2025Q1: 37,822 shares; 2025Q2: 42,308 shares; 2025Q3: 54,334 shares; 2025Q4: 53,085 shares; 2026Q1: 48,861 shares 48,861 $1.79M <0.01% -4,224 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 7,114 shares; 2025Q2: 6,938 shares; 2025Q3: 5,289 shares; 2025Q4: 6,332 shares; 2026Q1: 23,072 shares 23,072 $1.79M <0.01% +16,740 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,524 shares; 2025Q1: 34,743 shares; 2025Q2: 24,632 shares; 2025Q3: 18,218 shares; 2025Q4: 21,327 shares; 2026Q1: 38,917 shares 38,917 $1.78M <0.01% +17,590 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,364 shares; 2025Q1: 5,468 shares; 2025Q2: 11,565 shares; 2025Q3: 18,386 shares; 2025Q4: 21,825 shares; 2026Q1: 22,969 shares 22,969 $1.78M <0.01% +1,144 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,377 shares; 2025Q1: 26,539 shares; 2025Q2: 26,269 shares; 2025Q3: 15,793 shares; 2025Q4: 15,826 shares; 2026Q1: 15,796 shares 15,796 $1.78M <0.01% -30 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,703 shares; 2025Q1: 246,798 shares; 2025Q2: 266,771 shares; 2025Q3: 238,456 shares; 2025Q4: 244,320 shares; 2026Q1: 39,687 shares 39,687 $1.78M <0.01% -204,633 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,157 shares; 2025Q1: 20,610 shares; 2025Q2: 7,406 shares; 2025Q3: not reported; 2025Q4: 23,755 shares; 2026Q1: 54,061 shares 54,061 $1.78M <0.01% +30,306 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,317 shares; 2025Q1: 46,974 shares; 2025Q2: 54,707 shares; 2025Q3: 61,125 shares; 2025Q4: 66,348 shares; 2026Q1: 44,593 shares 44,593 $1.78M <0.01% -21,755 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,685 shares; 2025Q1: 10,561 shares; 2025Q2: 10,773 shares; 2025Q3: 10,770 shares; 2025Q4: 10,490 shares; 2026Q1: 8,780 shares 8,780 $1.77M <0.01% -1,710 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,501 shares; 2025Q1: 51,204 shares; 2025Q2: 55,854 shares; 2025Q3: 90,326 shares; 2025Q4: 95,984 shares; 2026Q1: 101,546 shares 101,546 $1.77M <0.01% +5,562 Timeline QMOM 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: 6,419 shares; 2025Q1: 34,940 shares; 2025Q2: 43,132 shares; 2025Q3: 36,875 shares; 2025Q4: 35,978 shares; 2026Q1: 25,369 shares 25,369 $1.76M <0.01% -10,609 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 21,164 shares; 2025Q3: 38,387 shares; 2025Q4: 51,113 shares; 2026Q1: 63,672 shares 63,672 $1.76M <0.01% +12,559 Timeline EUSA 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: 21,504 shares; 2025Q1: 22,108 shares; 2025Q2: 24,270 shares; 2025Q3: 24,138 shares; 2025Q4: 23,560 shares; 2026Q1: 17,108 shares 17,108 $1.75M <0.01% -6,452 Timeline DEUS 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: 31,366 shares; 2025Q1: 30,614 shares; 2025Q2: 31,014 shares; 2025Q3: 29,145 shares; 2025Q4: 27,804 shares; 2026Q1: 29,030 shares 29,030 $1.75M <0.01% +1,226 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,163 shares; 2025Q2: 34,195 shares; 2025Q3: 30,552 shares; 2025Q4: 30,918 shares; 2026Q1: 31,795 shares 31,795 $1.75M <0.01% +877 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,267 shares; 2025Q1: 25,359 shares; 2025Q2: 24,062 shares; 2025Q3: 24,069 shares; 2025Q4: 24,246 shares; 2026Q1: 22,766 shares 22,766 $1.75M <0.01% -1,480 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,832 shares; 2025Q1: 8,830 shares; 2025Q2: 9,046 shares; 2025Q3: 8,250 shares; 2025Q4: 8,116 shares; 2026Q1: 7,966 shares 7,966 $1.75M <0.01% -150 Timeline RYLD 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: 236,210 shares; 2025Q1: 235,566 shares; 2025Q2: 247,862 shares; 2025Q3: 185,505 shares; 2025Q4: 177,939 shares; 2026Q1: 115,680 shares 115,680 $1.74M <0.01% -62,259 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,546 shares; 2025Q1: 59,776 shares; 2025Q2: 62,146 shares; 2025Q3: 60,020 shares; 2025Q4: 60,628 shares; 2026Q1: 65,645 shares 65,645 $1.74M <0.01% +5,017 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,665 shares; 2025Q1: 15,345 shares; 2025Q2: 26,878 shares; 2025Q3: 31,379 shares; 2025Q4: 38,746 shares; 2026Q1: 41,440 shares 41,440 $1.74M <0.01% +2,694 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 2,202 shares; 2025Q2: 2,490 shares; 2025Q3: 2,580 shares; 2025Q4: 2,507 shares; 2026Q1: 1,382 shares 1,382 $1.74M <0.01% -1,125 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,629 shares; 2025Q1: 53,015 shares; 2025Q2: 53,428 shares; 2025Q3: 29,756 shares; 2025Q4: 28,752 shares; 2026Q1: 24,795 shares 24,795 $1.74M <0.01% -3,957 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,127 shares; 2025Q1: 6,583 shares; 2025Q2: 15,402 shares; 2025Q3: 17,277 shares; 2025Q4: 18,134 shares; 2026Q1: 12,025 shares 12,025 $1.73M <0.01% -6,109 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,574 shares; 2025Q1: 6,652 shares; 2025Q2: 6,833 shares; 2025Q3: 7,379 shares; 2025Q4: 14,321 shares; 2026Q1: 18,183 shares 18,183 $1.73M <0.01% +3,862 Timeline GIGB 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: 7,256 shares; 2025Q1: 5,679 shares; 2025Q2: 11,371 shares; 2025Q3: 31,500 shares; 2025Q4: 46,358 shares; 2026Q1: 37,684 shares 37,684 $1.73M <0.01% -8,674 Timeline EPRF 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: 52,871 shares; 2025Q1: 53,771 shares; 2025Q2: 53,771 shares; 2025Q3: 92,771 shares; 2025Q4: 103,544 shares; 2026Q1: 103,371 shares 103,371 $1.73M <0.01% -173 Timeline FNY 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: 27,251 shares; 2025Q1: 27,485 shares; 2025Q2: 27,133 shares; 2025Q3: 27,311 shares; 2025Q4: 28,000 shares; 2026Q1: 18,692 shares 18,692 $1.72M <0.01% -9,308 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612,382 shares; 2025Q1: 295,976 shares; 2025Q2: 196,002 shares; 2025Q3: 85,559 shares; 2025Q4: 86,996 shares; 2026Q1: 67,085 shares 67,085 $1.72M <0.01% -19,911 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,586 shares; 2025Q1: 21,994 shares; 2025Q2: 21,932 shares; 2025Q3: 20,977 shares; 2025Q4: 35,123 shares; 2026Q1: 19,648 shares 19,648 $1.71M <0.01% -15,475 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,404 shares; 2025Q1: 40,952 shares; 2025Q2: 45,326 shares; 2025Q3: 67,606 shares; 2025Q4: 70,857 shares; 2026Q1: 61,769 shares 61,769 $1.71M <0.01% -9,088 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,557 shares; 2025Q1: 13,479 shares; 2025Q2: 20,183 shares; 2025Q3: 22,441 shares; 2025Q4: 23,108 shares; 2026Q1: 21,812 shares 21,812 $1.71M <0.01% -1,296 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,465 shares; 2025Q1: 28,658 shares; 2025Q2: 26,442 shares; 2025Q3: 27,259 shares; 2025Q4: 26,214 shares; 2026Q1: 17,766 shares 17,766 $1.71M <0.01% -8,448 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,007 shares; 2025Q1: 41,835 shares; 2025Q2: 30,989 shares; 2025Q3: 30,071 shares; 2025Q4: 33,036 shares; 2026Q1: 58,951 shares 58,951 $1.7M <0.01% +25,915 Timeline GSSC 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: 25,416 shares; 2025Q1: 47,912 shares; 2025Q2: 30,842 shares; 2025Q3: 30,718 shares; 2025Q4: 31,683 shares; 2026Q1: 22,570 shares 22,570 $1.7M <0.01% -9,113 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 424,687 shares; 2025Q1: 343,923 shares; 2025Q2: 311,007 shares; 2025Q3: 293,736 shares; 2025Q4: 289,569 shares; 2026Q1: 51,556 shares 51,556 $1.7M <0.01% -238,013 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,549 shares; 2025Q1: 9,249 shares; 2025Q2: 6,418 shares; 2025Q3: 38,029 shares; 2025Q4: 6,876 shares; 2026Q1: 47,920 shares 47,920 $1.69M <0.01% +41,044 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,217 shares; 2025Q1: 3,893 shares; 2025Q2: 4,262 shares; 2025Q3: 14,717 shares; 2025Q4: 12,933 shares; 2026Q1: 7,702 shares 7,702 $1.69M <0.01% -5,231 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,358 shares; 2025Q1: 68,728 shares; 2025Q2: 74,177 shares; 2025Q3: 111,235 shares; 2025Q4: 127,604 shares; 2026Q1: 74,425 shares 74,425 $1.69M <0.01% -53,179 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,840 shares; 2025Q1: 7,249 shares; 2025Q2: 9,142 shares; 2025Q3: 11,371 shares; 2025Q4: 11,445 shares; 2026Q1: 14,220 shares 14,220 $1.69M <0.01% +2,775 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415,607 shares; 2025Q1: 56,952 shares; 2025Q2: 53,882 shares; 2025Q3: 63,408 shares; 2025Q4: 74,766 shares; 2026Q1: 74,252 shares 74,252 $1.68M <0.01% -514 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,688 shares; 2025Q1: 51,591 shares; 2025Q2: 58,029 shares; 2025Q3: 60,354 shares; 2025Q4: 350,439 shares; 2026Q1: 78,639 shares 78,639 $1.68M <0.01% -271,800 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,588 shares; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,102 shares; 2025Q4: 516,868 shares; 2026Q1: 14,300 shares 14,300 $1.68M <0.01% -502,568 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,478 shares; 2026Q1: 42,003 shares 42,003 $1.67M <0.01% +21,525 Timeline GSC 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: 11,544 shares; 2025Q1: 26,653 shares; 2025Q2: 8,386 shares; 2025Q3: 15,647 shares; 2025Q4: 31,461 shares; 2026Q1: 30,137 shares 30,137 $1.67M <0.01% -1,324 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,961 shares; 2025Q1: 6,961 shares; 2025Q2: 13,633 shares; 2025Q3: 14,495 shares; 2025Q4: 15,676 shares; 2026Q1: 22,090 shares 22,090 $1.67M <0.01% +6,414 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: not reported; 2026Q1: 49,540 shares 49,540 $1.67M <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,202 shares; 2025Q1: 152,603 shares; 2025Q2: 164,369 shares; 2025Q3: 170,326 shares; 2025Q4: 208,145 shares; 2026Q1: 98,717 shares 98,717 $1.65M <0.01% -109,428 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,006 shares; 2025Q1: 21,445 shares; 2025Q2: 13,855 shares; 2025Q3: 13,637 shares; 2025Q4: 12,173 shares; 2026Q1: 10,142 shares 10,142 $1.64M <0.01% -2,031 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,967 shares; 2025Q1: 20,678 shares; 2025Q2: 20,236 shares; 2025Q3: 22,811 shares; 2025Q4: 21,995 shares; 2026Q1: 13,416 shares 13,416 $1.64M <0.01% -8,579 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,328 shares; 2025Q1: 38,589 shares; 2025Q2: 45,900 shares; 2025Q3: 39,897 shares; 2025Q4: 32,278 shares; 2026Q1: 23,735 shares 23,735 $1.64M <0.01% -8,543 Timeline GOVZ 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: 948,396 shares; 2025Q1: 945,603 shares; 2025Q2: 1,036,735 shares; 2025Q3: 1,042,265 shares; 2025Q4: 922,390 shares; 2026Q1: 176,049 shares 176,049 $1.62M <0.01% -746,341 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,682 shares; 2025Q1: 65,324 shares; 2025Q2: 53,089 shares; 2025Q3: 52,687 shares; 2025Q4: 45,204 shares; 2026Q1: 44,257 shares 44,257 $1.61M <0.01% -947 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,838 shares; 2025Q1: 27,231 shares; 2025Q2: 26,576 shares; 2025Q3: 27,473 shares; 2025Q4: 28,115 shares; 2026Q1: 21,049 shares 21,049 $1.6M <0.01% -7,066 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,720 shares; 2025Q1: not reported; 2025Q2: 16,103 shares; 2025Q3: 15,703 shares; 2025Q4: 16,073 shares; 2026Q1: 35,169 shares 35,169 $1.6M <0.01% +19,096 Timeline PGF 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: 41,157 shares; 2025Q1: 47,921 shares; 2025Q2: 52,779 shares; 2025Q3: 91,659 shares; 2025Q4: 125,850 shares; 2026Q1: 115,414 shares 115,414 $1.6M <0.01% -10,436 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,114 shares; 2025Q1: 11,471 shares; 2025Q2: 12,195 shares; 2025Q3: 15,518 shares; 2025Q4: 65,790 shares; 2026Q1: 204,278 shares 204,278 $1.6M <0.01% +138,488 Timeline IEUR 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: 32,819 shares; 2025Q1: 35,543 shares; 2025Q2: 38,272 shares; 2025Q3: 38,141 shares; 2025Q4: 39,594 shares; 2026Q1: 22,571 shares 22,571 $1.6M <0.01% -17,023 Timeline