AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,722 shares 97,722 $16.1M 0.03% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465,597 shares; 2025Q1: 342,197 shares; 2025Q2: 314,751 shares; 2025Q3: 305,383 shares; 2025Q4: 331,892 shares; 2026Q1: 208,173 shares; 2026Q2: 216,800 shares 216,800 $16M 0.03% +8,627 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,681 shares; 2025Q1: 71,463 shares; 2025Q2: 67,849 shares; 2025Q3: 69,811 shares; 2025Q4: 68,259 shares; 2026Q1: 97,775 shares; 2026Q2: 100,997 shares 100,997 $15.9M 0.03% +3,222 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,601 shares; 2025Q1: 25,645 shares; 2025Q2: 30,737 shares; 2025Q3: 32,403 shares; 2025Q4: 35,073 shares; 2026Q1: 22,092 shares; 2026Q2: 26,009 shares 26,009 $15.9M 0.03% +3,917 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,991 shares; 2025Q1: 33,745 shares; 2025Q2: 9,662 shares; 2025Q3: 17,585 shares; 2025Q4: 22,363 shares; 2026Q1: 37,596 shares; 2026Q2: 33,880 shares 33,880 $15.9M 0.03% -3,716 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 275,070 shares; 2025Q1: 266,981 shares; 2025Q2: 282,024 shares; 2025Q3: 308,872 shares; 2025Q4: 319,935 shares; 2026Q1: 325,468 shares; 2026Q2: 377,423 shares 377,423 $15.8M 0.03% +51,955 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,895 shares; 2025Q1: 234,090 shares; 2025Q2: 69,162 shares; 2025Q3: 69,773 shares; 2025Q4: 75,257 shares; 2026Q1: 82,405 shares; 2026Q2: 253,815 shares 253,815 $15.8M 0.03% +171,410 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,013,247 shares; 2025Q1: 1,224,621 shares; 2025Q2: 1,935,348 shares; 2025Q3: 2,042,881 shares; 2025Q4: 2,191,192 shares; 2026Q1: 230,291 shares; 2026Q2: 301,432 shares 301,432 $15.7M 0.03% +71,141 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,650 shares; 2025Q1: 35,964 shares; 2025Q2: 37,445 shares; 2025Q3: 40,818 shares; 2025Q4: 42,217 shares; 2026Q1: 35,929 shares; 2026Q2: 36,574 shares 36,574 $15.7M 0.03% +645 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,926 shares; 2025Q1: 435,198 shares; 2025Q2: 258,076 shares; 2025Q3: 111,446 shares; 2025Q4: 109,229 shares; 2026Q1: 320,900 shares; 2026Q2: 314,851 shares 314,851 $15.7M 0.03% -6,049 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 413,486 shares; 2025Q1: 438,557 shares; 2025Q2: 486,910 shares; 2025Q3: 523,121 shares; 2025Q4: 512,637 shares; 2026Q1: 306,217 shares; 2026Q2: 284,342 shares 284,342 $15.5M 0.03% -21,875 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,155 shares; 2025Q1: 115,461 shares; 2025Q2: 293,751 shares; 2025Q3: 179,967 shares; 2025Q4: 177,964 shares; 2026Q1: 166,303 shares; 2026Q2: 98,678 shares 98,678 $15.5M 0.03% -67,625 Timeline XMMO 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; 2024Q3: restricted; 2024Q4: 364,852 shares; 2025Q1: 206,895 shares; 2025Q2: 163,732 shares; 2025Q3: 153,999 shares; 2025Q4: 156,167 shares; 2026Q1: 95,944 shares; 2026Q2: 95,520 shares 95,520 $15.4M 0.03% -424 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 528,933 shares; 2025Q1: 574,906 shares; 2025Q2: 598,391 shares; 2025Q3: 623,384 shares; 2025Q4: 666,796 shares; 2026Q1: 370,233 shares; 2026Q2: 388,933 shares 388,933 $15.4M 0.03% +18,700 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; 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; 2026Q2: 49,610 shares 49,610 $15.4M 0.03% +36,833 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218,578 shares; 2025Q1: 223,510 shares; 2025Q2: 218,778 shares; 2025Q3: 214,214 shares; 2025Q4: 204,530 shares; 2026Q1: 153,248 shares; 2026Q2: 191,021 shares 191,021 $15.4M 0.03% +37,773 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 818,004 shares; 2025Q1: 780,738 shares; 2025Q2: 799,787 shares; 2025Q3: 776,225 shares; 2025Q4: 761,791 shares; 2026Q1: 313,738 shares; 2026Q2: 302,889 shares 302,889 $15.3M 0.03% -10,849 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,754 shares; 2025Q1: 51,950 shares; 2025Q2: 61,243 shares; 2025Q3: 71,002 shares; 2025Q4: 72,743 shares; 2026Q1: 92,599 shares; 2026Q2: 94,640 shares 94,640 $15.2M 0.03% +2,041 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139,605 shares; 2025Q1: 89,527 shares; 2025Q2: 105,358 shares; 2025Q3: 289,476 shares; 2025Q4: 365,551 shares; 2026Q1: 303,431 shares; 2026Q2: 138,296 shares 138,296 $15.1M 0.03% -165,135 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,508 shares; 2025Q4: 447,327 shares; 2026Q1: 299,867 shares; 2026Q2: 298,048 shares 298,048 $15.1M 0.03% -1,819 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; 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; 2026Q2: 670,590 shares 670,590 $15.1M 0.03% +591,951 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 156,366 shares; 2025Q1: 160,424 shares; 2025Q2: 160,939 shares; 2025Q3: 167,793 shares; 2025Q4: 196,883 shares; 2026Q1: 183,152 shares; 2026Q2: 199,444 shares 199,444 $15.1M 0.03% +16,292 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 505,590 shares; 2025Q1: 553,881 shares; 2025Q2: 591,620 shares; 2025Q3: 619,155 shares; 2025Q4: 639,304 shares; 2026Q1: 443,566 shares; 2026Q2: 517,800 shares 517,800 $15.1M 0.03% +74,234 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 755,684 shares; 2025Q1: 713,610 shares; 2025Q2: 703,054 shares; 2025Q3: 688,624 shares; 2025Q4: 654,711 shares; 2026Q1: 345,793 shares; 2026Q2: 380,529 shares 380,529 $15M 0.03% +34,736 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,798 shares; 2025Q1: 94,205 shares; 2025Q2: 108,533 shares; 2025Q3: 116,664 shares; 2025Q4: 109,566 shares; 2026Q1: 112,279 shares; 2026Q2: 112,966 shares 112,966 $14.9M 0.03% +687 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162,357 shares; 2025Q1: 179,426 shares; 2025Q2: 177,618 shares; 2025Q3: 188,586 shares; 2025Q4: 199,339 shares; 2026Q1: 190,781 shares; 2026Q2: 163,367 shares 163,367 $14.9M 0.03% -27,414 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,295 shares; 2025Q1: 29,557 shares; 2025Q2: 28,649 shares; 2025Q3: 31,227 shares; 2025Q4: 32,598 shares; 2026Q1: 30,237 shares; 2026Q2: 179,038 shares 179,038 $14.9M 0.03% +148,801 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,511 shares; 2025Q1: 48,372 shares; 2025Q2: 49,869 shares; 2025Q3: 49,773 shares; 2025Q4: 53,630 shares; 2026Q1: 208,778 shares; 2026Q2: 226,320 shares 226,320 $14.9M 0.02% +17,542 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,268 shares; 2025Q1: 26,421 shares; 2025Q2: 9,476 shares; 2025Q3: 10,760 shares; 2025Q4: 12,149 shares; 2026Q1: 18,523 shares; 2026Q2: 20,657 shares 20,657 $14.8M 0.02% +2,134 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123,764 shares; 2025Q1: 127,215 shares; 2025Q2: 133,644 shares; 2025Q3: 136,197 shares; 2025Q4: 132,296 shares; 2026Q1: 134,133 shares; 2026Q2: 141,917 shares 141,917 $14.7M 0.02% +7,784 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,298 shares; 2025Q1: 45,008 shares; 2025Q2: 49,157 shares; 2025Q3: 52,146 shares; 2025Q4: 54,185 shares; 2026Q1: 85,835 shares; 2026Q2: 98,787 shares 98,787 $14.7M 0.02% +12,952 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,954 shares; 2025Q1: 30,752 shares; 2025Q2: 27,469 shares; 2025Q3: 39,432 shares; 2025Q4: 44,514 shares; 2026Q1: 40,594 shares; 2026Q2: 446,300 shares 446,300 $14.6M 0.02% +405,706 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,413 shares; 2025Q1: 217,196 shares; 2025Q2: 233,963 shares; 2025Q3: 315,280 shares; 2025Q4: 293,164 shares; 2026Q1: 245,299 shares; 2026Q2: 195,705 shares 195,705 $14.6M 0.02% -49,594 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 608,592 shares; 2025Q1: 558,828 shares; 2025Q2: 508,478 shares; 2025Q3: 482,038 shares; 2025Q4: 455,495 shares; 2026Q1: 246,187 shares; 2026Q2: 250,558 shares 250,558 $14.5M 0.02% +4,371 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 361,508 shares; 2025Q1: 360,209 shares; 2025Q2: 379,723 shares; 2025Q3: 395,255 shares; 2025Q4: 477,121 shares; 2026Q1: 349,727 shares; 2026Q2: 342,638 shares 342,638 $14.5M 0.02% -7,089 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,267 shares; 2025Q1: 209,807 shares; 2025Q2: 199,974 shares; 2025Q3: 211,202 shares; 2025Q4: 491,486 shares; 2026Q1: 275,448 shares; 2026Q2: 318,120 shares 318,120 $14.4M 0.02% +42,672 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,910 shares; 2025Q1: 118,738 shares; 2025Q2: 116,842 shares; 2025Q3: 119,157 shares; 2025Q4: 117,828 shares; 2026Q1: 138,049 shares; 2026Q2: 138,394 shares 138,394 $14.3M 0.02% +345 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,040 shares; 2025Q1: 22,532 shares; 2025Q2: 23,280 shares; 2025Q3: 23,100 shares; 2025Q4: 27,547 shares; 2026Q1: 49,352 shares; 2026Q2: 54,203 shares 54,203 $14.3M 0.02% +4,851 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,082 shares; 2025Q1: 45,308 shares; 2025Q2: 27,104 shares; 2025Q3: 73,451 shares; 2025Q4: 32,664 shares; 2026Q1: 28,622 shares; 2026Q2: 46,437 shares 46,437 $14.3M 0.02% +17,815 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,790 shares; 2025Q1: 7,349 shares; 2025Q2: 7,320 shares; 2025Q3: 7,532 shares; 2025Q4: 8,215 shares; 2026Q1: 118,257 shares; 2026Q2: 81,621 shares 81,621 $14.2M 0.02% -36,636 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,975 shares; 2025Q1: 12,256 shares; 2025Q2: 19,795 shares; 2025Q3: 32,398 shares; 2025Q4: 25,479 shares; 2026Q1: 32,630 shares; 2026Q2: 87,108 shares 87,108 $14.2M 0.02% +54,478 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,469 shares; 2025Q1: 24,902 shares; 2025Q2: 24,522 shares; 2025Q3: 24,504 shares; 2025Q4: 33,144 shares; 2026Q1: 37,838 shares; 2026Q2: 33,437 shares 33,437 $14.1M 0.02% -4,401 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,652 shares; 2025Q1: 32,268 shares; 2025Q2: 36,045 shares; 2025Q3: 37,253 shares; 2025Q4: 36,872 shares; 2026Q1: 34,396 shares; 2026Q2: 55,509 shares 55,509 $14.1M 0.02% +21,113 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,932 shares; 2025Q1: 12,803 shares; 2025Q2: 11,866 shares; 2025Q3: 12,103 shares; 2025Q4: 23,365 shares; 2026Q1: 25,367 shares; 2026Q2: 27,782 shares 27,782 $14M 0.02% +2,415 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,223 shares; 2025Q1: 42,394 shares; 2025Q2: 60,551 shares; 2025Q3: 62,698 shares; 2025Q4: 60,392 shares; 2026Q1: 83,185 shares; 2026Q2: 92,981 shares 92,981 $14M 0.02% +9,796 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110,113 shares; 2025Q1: 117,763 shares; 2025Q2: 176,604 shares; 2025Q3: 150,658 shares; 2025Q4: 184,368 shares; 2026Q1: 140,407 shares; 2026Q2: 1,267,259 shares 1,267,259 $13.9M 0.02% +1,126,852 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 591,771 shares; 2025Q1: 499,713 shares; 2025Q2: 501,777 shares; 2025Q3: 634,841 shares; 2025Q4: 556,683 shares; 2026Q1: 302,089 shares; 2026Q2: 440,070 shares 440,070 $13.8M 0.02% +137,981 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129,314 shares; 2025Q1: 136,128 shares; 2025Q2: 140,205 shares; 2025Q3: 151,500 shares; 2025Q4: 172,072 shares; 2026Q1: 248,419 shares; 2026Q2: 269,023 shares 269,023 $13.8M 0.02% +20,604 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,173 shares; 2025Q1: 106,641 shares; 2025Q2: 123,280 shares; 2025Q3: 140,989 shares; 2025Q4: 172,515 shares; 2026Q1: 348,655 shares; 2026Q2: 364,737 shares 364,737 $13.8M 0.02% +16,082 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,013,478 shares; 2025Q1: 993,540 shares; 2025Q2: 848,565 shares; 2025Q3: 944,912 shares; 2025Q4: 896,414 shares; 2026Q1: 528,565 shares; 2026Q2: 533,704 shares 533,704 $13.7M 0.02% +5,139 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,156 shares; 2025Q1: 27,566 shares; 2025Q2: 63,353 shares; 2025Q3: 43,122 shares; 2025Q4: 44,266 shares; 2026Q1: 62,608 shares; 2026Q2: 34,065 shares 34,065 $13.7M 0.02% -28,543 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,141 shares; 2025Q1: 58,980 shares; 2025Q2: 67,769 shares; 2025Q3: 84,950 shares; 2025Q4: 90,377 shares; 2026Q1: 69,881 shares; 2026Q2: 86,658 shares 86,658 $13.7M 0.02% +16,777 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116,687 shares; 2025Q1: 116,131 shares; 2025Q2: 118,392 shares; 2025Q3: 119,635 shares; 2025Q4: 119,923 shares; 2026Q1: 98,755 shares; 2026Q2: 95,654 shares 95,654 $13.6M 0.02% -3,101 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,881 shares; 2025Q1: 21,411 shares; 2025Q2: 21,603 shares; 2025Q3: 26,247 shares; 2025Q4: 27,315 shares; 2026Q1: 38,281 shares; 2026Q2: 41,844 shares 41,844 $13.6M 0.02% +3,563 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,493 shares; 2025Q1: 19,346 shares; 2025Q2: 28,323 shares; 2025Q3: 36,411 shares; 2025Q4: 45,835 shares; 2026Q1: 51,147 shares; 2026Q2: 55,459 shares 55,459 $13.5M 0.02% +4,312 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,000 shares; 2025Q1: 57,318 shares; 2025Q2: 78,710 shares; 2025Q3: 117,782 shares; 2025Q4: 151,156 shares; 2026Q1: 247,483 shares; 2026Q2: 613,745 shares 613,745 $13.5M 0.02% +366,262 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,517 shares; 2025Q1: 20,172 shares; 2025Q2: 19,810 shares; 2025Q3: 20,037 shares; 2025Q4: 17,949 shares; 2026Q1: 11,815 shares; 2026Q2: 32,601 shares 32,601 $13.4M 0.02% +20,786 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 201,429 shares; 2025Q1: 198,707 shares; 2025Q2: 195,474 shares; 2025Q3: 280,434 shares; 2025Q4: 283,193 shares; 2026Q1: 235,644 shares; 2026Q2: 455,872 shares 455,872 $13.3M 0.02% +220,228 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280,813 shares; 2025Q1: 228,149 shares; 2025Q2: 203,983 shares; 2025Q3: 186,866 shares; 2025Q4: 184,170 shares; 2026Q1: 208,837 shares; 2026Q2: 273,589 shares 273,589 $13.3M 0.02% +64,752 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,202,741 shares; 2025Q1: 606,484 shares; 2025Q2: 456,222 shares; 2025Q3: 404,846 shares; 2025Q4: 362,301 shares; 2026Q1: 245,704 shares; 2026Q2: 255,062 shares 255,062 $13.2M 0.02% +9,358 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517,186 shares; 2025Q1: 741,277 shares; 2025Q2: 749,758 shares; 2025Q3: 772,866 shares; 2025Q4: 838,636 shares; 2026Q1: 874,917 shares; 2026Q2: 686,911 shares 686,911 $13.1M 0.02% -188,006 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 258,623 shares; 2025Q1: 254,058 shares; 2025Q2: 213,029 shares; 2025Q3: 212,514 shares; 2025Q4: 226,205 shares; 2026Q1: 181,099 shares; 2026Q2: 198,819 shares 198,819 $13.1M 0.02% +17,720 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,979 shares; 2025Q1: 4,999 shares; 2025Q2: 5,494 shares; 2025Q3: 32,384 shares; 2025Q4: 126,787 shares; 2026Q1: 115,791 shares; 2026Q2: 248,109 shares 248,109 $13M 0.02% +132,318 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,563 shares; 2025Q1: 51,363 shares; 2025Q2: 87,713 shares; 2025Q3: 86,656 shares; 2025Q4: 89,228 shares; 2026Q1: 90,045 shares; 2026Q2: 103,978 shares 103,978 $13M 0.02% +13,933 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,701 shares; 2025Q1: 74,702 shares; 2025Q2: 78,059 shares; 2025Q3: 76,707 shares; 2025Q4: 83,514 shares; 2026Q1: 77,670 shares; 2026Q2: 79,496 shares 79,496 $13M 0.02% +1,826 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,473 shares; 2026Q1: 223,198 shares; 2026Q2: 273,671 shares 273,671 $12.9M 0.02% +50,473 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,916 shares; 2025Q1: 97,116 shares; 2025Q2: 95,262 shares; 2025Q3: 83,759 shares; 2025Q4: 81,752 shares; 2026Q1: 111,334 shares; 2026Q2: 110,793 shares 110,793 $12.9M 0.02% -541 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142,259 shares; 2025Q1: 99,596 shares; 2025Q2: 101,273 shares; 2025Q3: 161,433 shares; 2025Q4: 163,258 shares; 2026Q1: 51,417 shares; 2026Q2: 80,963 shares 80,963 $12.9M 0.02% +29,546 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,221 shares; 2025Q1: 245,723 shares; 2025Q2: 237,150 shares; 2025Q3: 240,371 shares; 2025Q4: 234,372 shares; 2026Q1: 115,932 shares; 2026Q2: 118,043 shares 118,043 $12.8M 0.02% +2,111 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,269 shares; 2025Q1: 27,934 shares; 2025Q2: 26,845 shares; 2025Q3: 13,836 shares; 2025Q4: 16,458 shares; 2026Q1: 16,339 shares; 2026Q2: 254,868 shares 254,868 $12.7M 0.02% +238,529 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 376,733 shares; 2025Q1: 321,485 shares; 2025Q2: 342,709 shares; 2025Q3: 360,920 shares; 2025Q4: 401,525 shares; 2026Q1: 639,846 shares; 2026Q2: 737,223 shares 737,223 $12.7M 0.02% +97,377 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,872 shares; 2025Q1: 133,215 shares; 2025Q2: 122,601 shares; 2025Q3: 140,624 shares; 2025Q4: 148,440 shares; 2026Q1: 138,261 shares; 2026Q2: 143,473 shares 143,473 $12.7M 0.02% +5,212 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552,029 shares; 2025Q1: 610,462 shares; 2025Q2: 598,935 shares; 2025Q3: 603,221 shares; 2025Q4: 659,475 shares; 2026Q1: 416,729 shares; 2026Q2: 424,186 shares 424,186 $12.7M 0.02% +7,457 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 372,262 shares; 2025Q1: 379,925 shares; 2025Q2: 371,285 shares; 2025Q3: 214,916 shares; 2025Q4: 216,645 shares; 2026Q1: 175,742 shares; 2026Q2: 141,614 shares 141,614 $12.6M 0.02% -34,128 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,028 shares; 2025Q1: 4,557 shares; 2025Q2: 5,169 shares; 2025Q3: 5,224 shares; 2025Q4: 7,275 shares; 2026Q1: 11,981 shares; 2026Q2: 14,338 shares 14,338 $12.6M 0.02% +2,357 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,644 shares; 2025Q1: 58,246 shares; 2025Q2: 59,832 shares; 2025Q3: 57,283 shares; 2025Q4: 58,047 shares; 2026Q1: 49,639 shares; 2026Q2: 48,420 shares 48,420 $12.6M 0.02% -1,219 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,953 shares; 2025Q1: 155,287 shares; 2025Q2: 163,984 shares; 2025Q3: 176,577 shares; 2025Q4: 204,058 shares; 2026Q1: 214,962 shares; 2026Q2: 264,998 shares 264,998 $12.6M 0.02% +50,036 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,124 shares; 2025Q1: 67,286 shares; 2025Q2: 59,661 shares; 2025Q3: 78,522 shares; 2025Q4: 78,590 shares; 2026Q1: 39,627 shares; 2026Q2: 49,438 shares 49,438 $12.5M 0.02% +9,811 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,598 shares; 2025Q1: 101,459 shares; 2025Q2: 109,991 shares; 2025Q3: 105,829 shares; 2025Q4: 91,565 shares; 2026Q1: 67,495 shares; 2026Q2: 54,913 shares 54,913 $12.5M 0.02% -12,582 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,344 shares; 2025Q1: 178,402 shares; 2025Q2: 162,143 shares; 2025Q3: 171,382 shares; 2025Q4: 179,740 shares; 2026Q1: 123,114 shares; 2026Q2: 125,203 shares 125,203 $12.5M 0.02% +2,089 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,383 shares; 2025Q1: 8,389 shares; 2025Q2: 7,290 shares; 2025Q3: 7,405 shares; 2025Q4: 9,332 shares; 2026Q1: 7,910 shares; 2026Q2: 90,701 shares 90,701 $12.5M 0.02% +82,791 Timeline AGL AGILON HEALTH INC More: the full row for AGILON HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,160 shares 108,160 $12.4M 0.02% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,855 shares; 2025Q1: 26,585 shares; 2025Q2: 26,718 shares; 2025Q3: 28,682 shares; 2025Q4: 427,985 shares; 2026Q1: 417,137 shares; 2026Q2: 337,820 shares 337,820 $12.4M 0.02% -79,317 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,529 shares; 2025Q1: 82,110 shares; 2025Q2: 90,225 shares; 2025Q3: 93,879 shares; 2025Q4: 89,574 shares; 2026Q1: 91,114 shares; 2026Q2: 83,994 shares 83,994 $12.4M 0.02% -7,120 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101,212 shares; 2025Q1: 95,692 shares; 2025Q2: 94,364 shares; 2025Q3: 95,135 shares; 2025Q4: 93,161 shares; 2026Q1: 76,312 shares; 2026Q2: 78,893 shares 78,893 $12.3M 0.02% +2,581 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 96,526 shares; 2025Q1: 103,337 shares; 2025Q2: 109,120 shares; 2025Q3: 60,607 shares; 2025Q4: 112,074 shares; 2026Q1: 88,565 shares; 2026Q2: 106,298 shares 106,298 $12.2M 0.02% +17,733 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 213,282 shares; 2025Q1: 263,899 shares; 2025Q2: 322,421 shares; 2025Q3: 312,097 shares; 2025Q4: 304,936 shares; 2026Q1: 245,061 shares; 2026Q2: 236,899 shares 236,899 $12.2M 0.02% -8,162 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,975 shares; 2025Q1: 10,139 shares; 2025Q2: 14,561 shares; 2025Q3: 14,063 shares; 2025Q4: 164,491 shares; 2026Q1: 162,747 shares; 2026Q2: 298,529 shares 298,529 $12.1M 0.02% +135,782 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,704 shares; 2025Q4: 93,010 shares; 2026Q1: 175,687 shares; 2026Q2: 288,021 shares 288,021 $12.1M 0.02% +112,334 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 471,912 shares; 2025Q1: 439,419 shares; 2025Q2: 421,650 shares; 2025Q3: 431,401 shares; 2025Q4: 471,289 shares; 2026Q1: 288,427 shares; 2026Q2: 313,577 shares 313,577 $12M 0.02% +25,150 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,754 shares; 2025Q1: 55,605 shares; 2025Q2: 53,112 shares; 2025Q3: 63,880 shares; 2025Q4: 82,054 shares; 2026Q1: 73,531 shares; 2026Q2: 89,703 shares 89,703 $12M 0.02% +16,172 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 270,719 shares; 2025Q1: 266,844 shares; 2025Q2: 259,921 shares; 2025Q3: 259,045 shares; 2025Q4: 232,273 shares; 2026Q1: 123,548 shares; 2026Q2: 143,792 shares 143,792 $12M 0.02% +20,244 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,172,413 shares; 2025Q1: 1,233,237 shares; 2025Q2: 1,213,739 shares; 2025Q3: 1,209,282 shares; 2025Q4: 1,188,051 shares; 2026Q1: 602,488 shares; 2026Q2: 633,860 shares 633,860 $12M 0.02% +31,372 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,792 shares; 2026Q1: 240,395 shares; 2026Q2: 298,018 shares 298,018 $12M 0.02% +57,623 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245,150 shares; 2025Q1: 223,819 shares; 2025Q2: 223,023 shares; 2025Q3: 282,645 shares; 2025Q4: 272,701 shares; 2026Q1: 130,354 shares; 2026Q2: 147,721 shares 147,721 $12M 0.02% +17,367 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162,261 shares; 2025Q1: 177,009 shares; 2025Q2: 743,213 shares; 2025Q3: 322,044 shares; 2025Q4: 351,984 shares; 2026Q1: 214,173 shares; 2026Q2: 270,135 shares 270,135 $12M 0.02% +55,962 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 422,477 shares; 2025Q1: 357,338 shares; 2025Q2: 308,991 shares; 2025Q3: 321,124 shares; 2025Q4: 320,123 shares; 2026Q1: 142,423 shares; 2026Q2: 147,976 shares 147,976 $12M 0.02% +5,553 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181,497 shares; 2025Q1: 212,722 shares; 2025Q2: 209,141 shares; 2025Q3: 188,718 shares; 2025Q4: 192,736 shares; 2026Q1: 105,698 shares; 2026Q2: 125,367 shares 125,367 $11.9M 0.02% +19,669 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,303 shares; 2025Q1: 43,708 shares; 2025Q2: 57,475 shares; 2025Q3: 73,198 shares; 2025Q4: 89,722 shares; 2026Q1: 165,434 shares; 2026Q2: 214,103 shares 214,103 $11.9M 0.02% +48,669 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,567 shares; 2025Q1: 21,407 shares; 2025Q2: 20,865 shares; 2025Q3: 25,872 shares; 2025Q4: 110,650 shares; 2026Q1: 64,797 shares; 2026Q2: 146,438 shares 146,438 $11.9M 0.02% +81,641 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,859 shares; 2025Q1: 102,095 shares; 2025Q2: 100,209 shares; 2025Q3: 106,120 shares; 2025Q4: 102,538 shares; 2026Q1: 137,402 shares; 2026Q2: 157,333 shares 157,333 $11.9M 0.02% +19,931 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 554,286 shares; 2025Q1: 296,585 shares; 2025Q2: 352,465 shares; 2025Q3: 90,280 shares; 2025Q4: 244,958 shares; 2026Q1: 95,412 shares; 2026Q2: 252,106 shares 252,106 $11.7M 0.02% +156,694 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,742 shares; 2025Q3: 179,140 shares; 2025Q4: 428,717 shares; 2026Q1: 145,661 shares; 2026Q2: 144,564 shares 144,564 $11.7M 0.02% -1,097 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600,604 shares; 2025Q1: 522,027 shares; 2025Q2: 495,181 shares; 2025Q3: 433,956 shares; 2025Q4: 424,510 shares; 2026Q1: 276,180 shares; 2026Q2: 259,765 shares 259,765 $11.7M 0.02% -16,415 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,162 shares; 2025Q1: 95,500 shares; 2025Q2: 86,659 shares; 2025Q3: 81,754 shares; 2025Q4: 82,638 shares; 2026Q1: 95,550 shares; 2026Q2: 126,630 shares 126,630 $11.7M 0.02% +31,080 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,736 shares; 2025Q1: 136,910 shares; 2025Q2: 133,991 shares; 2025Q3: 145,698 shares; 2025Q4: 157,066 shares; 2026Q1: 116,729 shares; 2026Q2: 118,930 shares 118,930 $11.7M 0.02% +2,201 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,359 shares; 2025Q1: 116,888 shares; 2025Q2: 168,204 shares; 2025Q3: 219,417 shares; 2025Q4: 259,165 shares; 2026Q1: 286,743 shares; 2026Q2: 486,487 shares 486,487 $11.6M 0.02% +199,744 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 526,834 shares; 2025Q1: 516,874 shares; 2025Q2: 579,844 shares; 2025Q3: 544,463 shares; 2025Q4: 550,382 shares; 2026Q1: 412,785 shares; 2026Q2: 400,071 shares 400,071 $11.6M 0.02% -12,714 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,964 shares; 2025Q1: 10,824 shares; 2025Q2: 10,046 shares; 2025Q3: 11,997 shares; 2025Q4: 13,654 shares; 2026Q1: 9,658 shares; 2026Q2: 78,904 shares 78,904 $11.6M 0.02% +69,246 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,611 shares; 2025Q1: 65,338 shares; 2025Q2: 75,722 shares; 2025Q3: 75,095 shares; 2025Q4: 58,142 shares; 2026Q1: 250,255 shares; 2026Q2: 272,486 shares 272,486 $11.6M 0.02% +22,231 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,283 shares; 2025Q3: 235,149 shares; 2025Q4: 292,322 shares; 2026Q1: 383,513 shares; 2026Q2: 337,647 shares 337,647 $11.5M 0.02% -45,866 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131,031 shares; 2025Q1: 125,828 shares; 2025Q2: 127,041 shares; 2025Q3: 128,957 shares; 2025Q4: 134,135 shares; 2026Q1: 129,586 shares; 2026Q2: 125,349 shares 125,349 $11.5M 0.02% -4,237 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 22,351 shares; 2025Q2: 27,678 shares; 2025Q3: 51,177 shares; 2025Q4: 88,336 shares; 2026Q1: 109,025 shares; 2026Q2: 110,984 shares 110,984 $11.5M 0.02% +1,959 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,909 shares; 2025Q1: 115,194 shares; 2025Q2: 50,139 shares; 2025Q3: 134,363 shares; 2025Q4: 136,049 shares; 2026Q1: 48,273 shares; 2026Q2: 54,537 shares 54,537 $11.5M 0.02% +6,264 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,047 shares; 2025Q1: 35,517 shares; 2025Q2: 35,966 shares; 2025Q3: 36,556 shares; 2025Q4: 34,627 shares; 2026Q1: 46,184 shares; 2026Q2: 49,950 shares 49,950 $11.4M 0.02% +3,766 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,474 shares; 2025Q1: 154,273 shares; 2025Q2: 157,413 shares; 2025Q3: 147,103 shares; 2025Q4: 146,156 shares; 2026Q1: 162,753 shares; 2026Q2: 164,440 shares 164,440 $11.4M 0.02% +1,687 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,584 shares; 2025Q1: 15,635 shares; 2025Q2: 13,485 shares; 2025Q3: 38,094 shares; 2025Q4: 4,242 shares; 2026Q1: 38,096 shares; 2026Q2: 52,673 shares 52,673 $11.4M 0.02% +14,577 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 673,315 shares; 2025Q1: 598,954 shares; 2025Q2: 569,855 shares; 2025Q3: 507,424 shares; 2025Q4: 472,839 shares; 2026Q1: 294,239 shares; 2026Q2: 279,708 shares 279,708 $11.3M 0.02% -14,531 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,815 shares; 2026Q2: 397,214 shares 397,214 $11.3M 0.02% +255,399 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,506 shares; 2025Q1: 17,422 shares; 2025Q2: 34,771 shares; 2025Q3: 35,721 shares; 2025Q4: 39,158 shares; 2026Q1: 50,251 shares; 2026Q2: 46,164 shares 46,164 $11.3M 0.02% -4,087 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177,906 shares; 2025Q1: 271,150 shares; 2025Q2: 303,133 shares; 2025Q3: 196,350 shares; 2025Q4: 196,538 shares; 2026Q1: 163,401 shares; 2026Q2: 226,970 shares 226,970 $11.3M 0.02% +63,569 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,886 shares; 2025Q1: 5,806 shares; 2025Q2: 19,107 shares; 2025Q3: 40,859 shares; 2025Q4: 54,393 shares; 2026Q1: 80,289 shares; 2026Q2: 71,595 shares 71,595 $11.2M 0.02% -8,694 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,390 shares; 2025Q1: 74,302 shares; 2025Q2: 78,552 shares; 2025Q3: 84,766 shares; 2025Q4: 90,726 shares; 2026Q1: 69,443 shares; 2026Q2: 78,077 shares 78,077 $11.2M 0.02% +8,634 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; 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; 2026Q2: 43,183 shares 43,183 $11.1M 0.02% +4,607 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; 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; 2026Q2: 71,625 shares 71,625 $11.1M 0.02% +59,017 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,040 shares; 2025Q1: 21,301 shares; 2025Q2: 20,774 shares; 2025Q3: 21,247 shares; 2025Q4: 27,041 shares; 2026Q1: 13,074 shares; 2026Q2: 119,448 shares 119,448 $11.1M 0.02% +106,374 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,110,327 shares; 2025Q1: 1,186,050 shares; 2025Q2: 1,246,096 shares; 2025Q3: 1,286,741 shares; 2025Q4: 1,343,240 shares; 2026Q1: 449,456 shares; 2026Q2: 471,613 shares 471,613 $11M 0.02% +22,157 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,586 shares; 2025Q1: 101,271 shares; 2025Q2: 99,237 shares; 2025Q3: 111,400 shares; 2025Q4: 107,152 shares; 2026Q1: 75,782 shares; 2026Q2: 77,428 shares 77,428 $11M 0.02% +1,646 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,918 shares; 2025Q1: 18,670 shares; 2025Q2: 48,559 shares; 2025Q3: 56,018 shares; 2025Q4: 55,506 shares; 2026Q1: 44,834 shares; 2026Q2: 47,013 shares 47,013 $11M 0.02% +2,179 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160,217 shares; 2025Q1: 152,618 shares; 2025Q2: 151,702 shares; 2025Q3: 157,188 shares; 2025Q4: 152,027 shares; 2026Q1: 30,911 shares; 2026Q2: 30,926 shares 30,926 $11M 0.02% +15 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203,478 shares; 2025Q1: 205,833 shares; 2025Q2: 202,417 shares; 2025Q3: 185,181 shares; 2025Q4: 194,755 shares; 2026Q1: 166,279 shares; 2026Q2: 185,922 shares 185,922 $10.9M 0.02% +19,643 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 226,542 shares; 2025Q1: 288,273 shares; 2025Q2: 504,794 shares; 2025Q3: 503,357 shares; 2025Q4: 289,315 shares; 2026Q1: 151,109 shares; 2026Q2: 217,002 shares 217,002 $10.9M 0.02% +65,893 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 137,887 shares; 2025Q2: 138,582 shares; 2025Q3: 144,827 shares; 2025Q4: 153,639 shares; 2026Q1: 124,415 shares; 2026Q2: 123,295 shares 123,295 $10.9M 0.02% -1,120 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,094 shares; 2025Q1: 113,918 shares; 2025Q2: 113,886 shares; 2025Q3: 89,914 shares; 2025Q4: 91,572 shares; 2026Q1: 161,001 shares; 2026Q2: 148,626 shares 148,626 $10.8M 0.02% -12,375 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192,289 shares; 2025Q1: 181,751 shares; 2025Q2: 169,555 shares; 2025Q3: 168,254 shares; 2025Q4: 167,906 shares; 2026Q1: 115,463 shares; 2026Q2: 128,342 shares 128,342 $10.8M 0.02% +12,879 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 156,648 shares; 2025Q1: 183,077 shares; 2025Q2: 143,721 shares; 2025Q3: 131,680 shares; 2025Q4: 124,702 shares; 2026Q1: 77,077 shares; 2026Q2: 76,910 shares 76,910 $10.8M 0.02% -167 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,888 shares; 2025Q1: 109,614 shares; 2025Q2: 103,869 shares; 2025Q3: 112,075 shares; 2025Q4: 88,560 shares; 2026Q1: 157,886 shares; 2026Q2: 220,235 shares 220,235 $10.7M 0.02% +62,349 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,999 shares; 2026Q1: 90,767 shares; 2026Q2: 121,152 shares 121,152 $10.7M 0.02% +30,385 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 18,010 shares; 2025Q2: 21,373 shares; 2025Q3: 20,105 shares; 2025Q4: 22,587 shares; 2026Q1: 107,306 shares; 2026Q2: 103,381 shares 103,381 $10.7M 0.02% -3,925 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155,495 shares; 2025Q1: 157,652 shares; 2025Q2: 147,361 shares; 2025Q3: 144,859 shares; 2025Q4: 149,478 shares; 2026Q1: 107,192 shares; 2026Q2: 116,333 shares 116,333 $10.7M 0.02% +9,141 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 497,167 shares; 2025Q1: 472,792 shares; 2025Q2: 456,727 shares; 2025Q3: 428,199 shares; 2025Q4: 386,905 shares; 2026Q1: 276,482 shares; 2026Q2: 246,948 shares 246,948 $10.7M 0.02% -29,534 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,498 shares; 2025Q1: 45,843 shares; 2025Q2: 48,859 shares; 2025Q3: 51,304 shares; 2025Q4: 54,354 shares; 2026Q1: 40,500 shares; 2026Q2: 42,485 shares 42,485 $10.7M 0.02% +1,985 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,153 shares; 2025Q1: 105,009 shares; 2025Q2: 115,750 shares; 2025Q3: 116,952 shares; 2025Q4: 135,485 shares; 2026Q1: 179,724 shares; 2026Q2: 249,780 shares 249,780 $10.7M 0.02% +70,056 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 197,558 shares; 2025Q1: 179,236 shares; 2025Q2: 168,469 shares; 2025Q3: 178,920 shares; 2025Q4: 179,021 shares; 2026Q1: 112,814 shares; 2026Q2: 118,333 shares 118,333 $10.6M 0.02% +5,519 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,538 shares; 2025Q4: 344,155 shares; 2026Q1: 346,352 shares; 2026Q2: 404,100 shares 404,100 $10.5M 0.02% +57,748 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,299 shares; 2025Q1: 41,457 shares; 2025Q2: 48,930 shares; 2025Q3: 29,187 shares; 2025Q4: 39,177 shares; 2026Q1: 58,502 shares; 2026Q2: 61,222 shares 61,222 $10.5M 0.02% +2,720 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,849 shares; 2026Q2: 289,383 shares 289,383 $10.5M 0.02% +279,534 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,143 shares; 2025Q1: 44,152 shares; 2025Q2: 53,168 shares; 2025Q3: 326,226 shares; 2025Q4: 155,685 shares; 2026Q1: 119,576 shares; 2026Q2: 130,062 shares 130,062 $10.5M 0.02% +10,486 Timeline BBP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,374 shares 104,374 $10.5M 0.02% new Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,250 shares; 2025Q4: 172,768 shares; 2026Q1: 172,768 shares; 2026Q2: 172,768 shares 172,768 $10.4M 0.02% 0 Timeline KNO INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,078,127 shares; 2025Q1: 468,246 shares; 2025Q2: 427,974 shares; 2025Q3: 422,000 shares; 2025Q4: 416,531 shares; 2026Q1: 161,657 shares; 2026Q2: 166,021 shares 166,021 $10.4M 0.02% +4,364 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,926 shares; 2026Q2: 478,377 shares 478,377 $10.4M 0.02% +310,451 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,838 shares; 2025Q4: 27,382 shares; 2026Q1: 265,744 shares; 2026Q2: 217,012 shares 217,012 $10.4M 0.02% -48,732 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,938 shares; 2025Q1: 22,799 shares; 2025Q2: 33,071 shares; 2025Q3: 33,706 shares; 2025Q4: 30,941 shares; 2026Q1: 55,465 shares; 2026Q2: 59,561 shares 59,561 $10.4M 0.02% +4,096 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,089 shares; 2025Q1: 20,045 shares; 2025Q2: 22,961 shares; 2025Q3: 18,299 shares; 2025Q4: 295,461 shares; 2026Q1: 286,483 shares; 2026Q2: 281,629 shares 281,629 $10.3M 0.02% -4,854 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237,115 shares; 2025Q1: 299,125 shares; 2025Q2: 462,553 shares; 2025Q3: 442,129 shares; 2025Q4: 435,326 shares; 2026Q1: 129,973 shares; 2026Q2: 115,945 shares 115,945 $10.3M 0.02% -14,028 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,633 shares; 2025Q1: 51,230 shares; 2025Q2: 95,457 shares; 2025Q3: 97,008 shares; 2025Q4: 102,128 shares; 2026Q1: 138,740 shares; 2026Q2: 141,221 shares 141,221 $10.3M 0.02% +2,481 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,265 shares; 2025Q1: 79,888 shares; 2025Q2: 84,772 shares; 2025Q3: 82,643 shares; 2025Q4: 100,492 shares; 2026Q1: 71,780 shares; 2026Q2: 95,387 shares 95,387 $10.3M 0.02% +23,607 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,847 shares; 2025Q1: 117,428 shares; 2025Q2: 100,986 shares; 2025Q3: 100,080 shares; 2025Q4: 97,886 shares; 2026Q1: 56,075 shares; 2026Q2: 64,697 shares 64,697 $10.3M 0.02% +8,622 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,498 shares; 2025Q1: 94,298 shares; 2025Q2: 97,552 shares; 2025Q3: 99,763 shares; 2025Q4: 100,637 shares; 2026Q1: 85,154 shares; 2026Q2: 83,911 shares 83,911 $10.3M 0.02% -1,243 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 505,032 shares; 2025Q1: 420,114 shares; 2025Q2: 383,826 shares; 2025Q3: 353,484 shares; 2025Q4: 344,947 shares; 2026Q1: 208,369 shares; 2026Q2: 212,330 shares 212,330 $10.2M 0.02% +3,961 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,353 shares; 2025Q1: 6,928 shares; 2025Q2: 10,339 shares; 2025Q3: 11,702 shares; 2025Q4: 13,667 shares; 2026Q1: 13,692 shares; 2026Q2: 14,854 shares 14,854 $10.2M 0.02% +1,162 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,977 shares; 2025Q1: 49,001 shares; 2025Q2: 89,056 shares; 2025Q3: 142,593 shares; 2025Q4: 155,734 shares; 2026Q1: 170,517 shares; 2026Q2: 175,094 shares 175,094 $10.2M 0.02% +4,577 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,639 shares; 2025Q1: 68,662 shares; 2025Q2: 69,114 shares; 2025Q3: 89,433 shares; 2025Q4: 98,947 shares; 2026Q1: 89,936 shares; 2026Q2: 199,906 shares 199,906 $10.2M 0.02% +109,970 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,050 shares; 2025Q2: 83,792 shares; 2025Q3: 165,737 shares; 2025Q4: 210,722 shares; 2026Q1: 281,245 shares; 2026Q2: 311,525 shares 311,525 $10.1M 0.02% +30,280 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66,842 shares; 2025Q1: 110,036 shares; 2025Q2: 119,011 shares; 2025Q3: 115,167 shares; 2025Q4: 187,154 shares; 2026Q1: 206,578 shares; 2026Q2: 207,728 shares 207,728 $10.1M 0.02% +1,150 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101,558 shares; 2025Q1: 92,525 shares; 2025Q2: 91,868 shares; 2025Q3: 87,657 shares; 2025Q4: 89,891 shares; 2026Q1: 65,325 shares; 2026Q2: 60,364 shares 60,364 $9.99M 0.02% -4,961 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,532 shares; 2025Q1: 47,322 shares; 2025Q2: 29,208 shares; 2025Q3: 29,283 shares; 2025Q4: 67,146 shares; 2026Q1: 22,596 shares; 2026Q2: 25,586 shares 25,586 $9.95M 0.02% +2,990 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,782 shares; 2025Q1: 221,026 shares; 2025Q2: 132,934 shares; 2025Q3: 304,304 shares; 2025Q4: 114,750 shares; 2026Q1: 58,991 shares; 2026Q2: 56,354 shares 56,354 $9.91M 0.02% -2,637 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,591 shares; 2025Q1: 57,010 shares; 2025Q2: 134,584 shares; 2025Q3: 141,691 shares; 2025Q4: 489,805 shares; 2026Q1: 328,202 shares; 2026Q2: 385,679 shares 385,679 $9.9M 0.02% +57,477 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,239 shares; 2025Q1: 67,691 shares; 2025Q2: 66,878 shares; 2025Q3: 67,296 shares; 2025Q4: 135,309 shares; 2026Q1: 132,593 shares; 2026Q2: 128,444 shares 128,444 $9.89M 0.02% -4,149 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; 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; 2026Q2: 179,888 shares 179,888 $9.88M 0.02% +141,175 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,424 shares; 2025Q1: 159,533 shares; 2025Q2: 246,224 shares; 2025Q3: 198,316 shares; 2025Q4: 225,431 shares; 2026Q1: 273,327 shares; 2026Q2: 316,038 shares 316,038 $9.87M 0.02% +42,711 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 159,975 shares; 2025Q1: 173,408 shares; 2025Q2: 253,268 shares; 2025Q3: 126,989 shares; 2025Q4: 123,839 shares; 2026Q1: 91,456 shares; 2026Q2: 107,268 shares 107,268 $9.87M 0.02% +15,812 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,708 shares; 2025Q1: 34,835 shares; 2025Q2: 46,335 shares; 2025Q3: 74,609 shares; 2025Q4: 103,769 shares; 2026Q1: 214,010 shares; 2026Q2: 181,371 shares 181,371 $9.8M 0.02% -32,639 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 511,275 shares; 2025Q1: 514,043 shares; 2025Q2: 282,626 shares; 2025Q3: 325,104 shares; 2025Q4: 330,462 shares; 2026Q1: 181,423 shares; 2026Q2: 160,080 shares 160,080 $9.78M 0.02% -21,343 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,140 shares; 2025Q1: 12,921 shares; 2025Q2: 22,907 shares; 2025Q3: 23,034 shares; 2025Q4: 25,365 shares; 2026Q1: 25,224 shares; 2026Q2: 31,876 shares 31,876 $9.71M 0.02% +6,652 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,360 shares; 2025Q1: 11,919 shares; 2025Q2: 14,742 shares; 2025Q3: 20,162 shares; 2025Q4: 21,119 shares; 2026Q1: 40,128 shares; 2026Q2: 40,130 shares 40,130 $9.71M 0.02% +2 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,127 shares; 2025Q1: 42,969 shares; 2025Q2: 39,511 shares; 2025Q3: 75,067 shares; 2025Q4: 39,412 shares; 2026Q1: 67,721 shares; 2026Q2: 72,609 shares 72,609 $9.66M 0.02% +4,888 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,732 shares; 2025Q1: 37,612 shares; 2025Q2: 39,275 shares; 2025Q3: 37,648 shares; 2025Q4: 38,097 shares; 2026Q1: 48,151 shares; 2026Q2: 62,785 shares 62,785 $9.66M 0.02% +14,634 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,106 shares; 2025Q1: 93,167 shares; 2025Q2: 93,456 shares; 2025Q3: 94,054 shares; 2025Q4: 98,396 shares; 2026Q1: 77,429 shares; 2026Q2: 82,840 shares 82,840 $9.63M 0.02% +5,411 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,125 shares; 2025Q1: 25,373 shares; 2025Q2: 64,522 shares; 2025Q3: 73,520 shares; 2025Q4: 94,748 shares; 2026Q1: 139,390 shares; 2026Q2: 139,016 shares 139,016 $9.52M 0.02% -374 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 462,291 shares; 2025Q1: 602,708 shares; 2025Q2: 588,415 shares; 2025Q3: 604,977 shares; 2025Q4: 689,860 shares; 2026Q1: 533,208 shares; 2026Q2: 702,049 shares 702,049 $9.5M 0.02% +168,841 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 27,216 shares; 2025Q3: 27,886 shares; 2025Q4: 28,084 shares; 2026Q1: 23,720 shares; 2026Q2: 57,115 shares 57,115 $9.49M 0.02% +33,395 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,373 shares; 2025Q1: 35,172 shares; 2025Q2: 15,729 shares; 2025Q3: 16,476 shares; 2025Q4: 20,461 shares; 2026Q1: 30,079 shares; 2026Q2: 28,634 shares 28,634 $9.48M 0.02% -1,445 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221,943 shares; 2025Q1: 267,366 shares; 2025Q2: 292,277 shares; 2025Q3: 291,343 shares; 2025Q4: 292,731 shares; 2026Q1: 188,193 shares; 2026Q2: 184,550 shares 184,550 $9.47M 0.02% -3,643 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,509 shares; 2025Q1: 25,441 shares; 2025Q2: 8,092 shares; 2025Q3: 10,843 shares; 2025Q4: 11,372 shares; 2026Q1: 19,159 shares; 2026Q2: 19,737 shares 19,737 $9.47M 0.02% +578 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 29,013 shares; 2025Q2: 35,655 shares; 2025Q3: 36,717 shares; 2025Q4: 38,970 shares; 2026Q1: 43,044 shares; 2026Q2: 67,586 shares 67,586 $9.41M 0.02% +24,542 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,910 shares; 2025Q1: 81,342 shares; 2025Q2: 90,046 shares; 2025Q3: 106,459 shares; 2025Q4: 117,139 shares; 2026Q1: 109,501 shares; 2026Q2: 93,724 shares 93,724 $9.39M 0.02% -15,777 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,068 shares; 2025Q1: 49,515 shares; 2025Q2: 64,648 shares; 2025Q3: 71,937 shares; 2025Q4: 96,504 shares; 2026Q1: 190,021 shares; 2026Q2: 187,110 shares 187,110 $9.38M 0.02% -2,911 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,514 shares; 2025Q1: 55,213 shares; 2025Q2: 55,507 shares; 2025Q3: 60,912 shares; 2025Q4: 79,338 shares; 2026Q1: 53,183 shares; 2026Q2: 75,832 shares 75,832 $9.37M 0.02% +22,649 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 216,966 shares; 2025Q2: 266,756 shares; 2025Q3: 274,923 shares; 2025Q4: 273,730 shares; 2026Q1: 172,569 shares; 2026Q2: 162,938 shares 162,938 $9.34M 0.02% -9,631 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,172 shares; 2025Q1: 11,294 shares; 2025Q2: 12,738 shares; 2025Q3: 13,135 shares; 2025Q4: 37,764 shares; 2026Q1: 20,845 shares; 2026Q2: 23,462 shares 23,462 $9.33M 0.02% +2,617 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 345,027 shares; 2025Q1: 176,682 shares; 2025Q2: 370,272 shares; 2025Q3: 392,387 shares; 2025Q4: 414,074 shares; 2026Q1: 324,896 shares; 2026Q2: 321,348 shares 321,348 $9.33M 0.02% -3,548 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 574,374 shares; 2025Q1: 479,150 shares; 2025Q2: 249,058 shares; 2025Q3: 246,019 shares; 2025Q4: 247,684 shares; 2026Q1: 154,673 shares; 2026Q2: 193,450 shares 193,450 $9.26M 0.02% +38,777 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; 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; 2026Q2: 221,559 shares 221,559 $9.25M 0.02% +132,511 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,525 shares; 2025Q1: 90,126 shares; 2025Q2: 88,216 shares; 2025Q3: 102,442 shares; 2025Q4: 89,284 shares; 2026Q1: 135,495 shares; 2026Q2: 120,372 shares 120,372 $9.19M 0.02% -15,123 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,510 shares; 2025Q1: 103,581 shares; 2025Q2: 100,144 shares; 2025Q3: 96,020 shares; 2025Q4: 97,868 shares; 2026Q1: 66,143 shares; 2026Q2: 90,508 shares 90,508 $9.15M 0.02% +24,365 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,242 shares; 2025Q1: 91,470 shares; 2025Q2: 75,656 shares; 2025Q3: 74,968 shares; 2025Q4: 63,090 shares; 2026Q1: 55,186 shares; 2026Q2: 61,812 shares 61,812 $9.15M 0.02% +6,626 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195,485 shares; 2025Q1: 221,496 shares; 2025Q2: 171,226 shares; 2025Q3: 310,870 shares; 2025Q4: 326,450 shares; 2026Q1: 179,260 shares; 2026Q2: 198,572 shares 198,572 $9.15M 0.02% +19,312 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,117 shares; 2025Q1: 19,378 shares; 2025Q2: 19,109 shares; 2025Q3: 20,333 shares; 2025Q4: 22,451 shares; 2026Q1: 49,671 shares; 2026Q2: 23,626 shares 23,626 $9.13M 0.02% -26,045 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,516 shares; 2025Q1: 13,194 shares; 2025Q2: 10,709 shares; 2025Q3: 98,298 shares; 2025Q4: 96,966 shares; 2026Q1: 124,368 shares; 2026Q2: 244,283 shares 244,283 $9.1M 0.02% +119,915 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362,398 shares; 2025Q1: 345,685 shares; 2025Q2: 337,422 shares; 2025Q3: 471,426 shares; 2025Q4: 472,339 shares; 2026Q1: 269,445 shares; 2026Q2: 416,646 shares 416,646 $9.1M 0.02% +147,201 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,490 shares; 2025Q1: 44,236 shares; 2025Q2: 77,215 shares; 2025Q3: 161,210 shares; 2025Q4: 91,798 shares; 2026Q1: 77,101 shares; 2026Q2: 28,352 shares 28,352 $9.09M 0.02% -48,749 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,263 shares; 2025Q1: 23,796 shares; 2025Q2: 43,651 shares; 2025Q3: 51,495 shares; 2025Q4: 93,330 shares; 2026Q1: 119,151 shares; 2026Q2: 112,956 shares 112,956 $9.08M 0.02% -6,195 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195,091 shares; 2025Q1: 221,022 shares; 2025Q2: 210,529 shares; 2025Q3: 193,990 shares; 2025Q4: 200,545 shares; 2026Q1: 395,214 shares; 2026Q2: 404,759 shares 404,759 $9.07M 0.02% +9,545 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,282 shares; 2025Q1: 139,086 shares; 2025Q2: 160,667 shares; 2025Q3: 169,678 shares; 2025Q4: 165,686 shares; 2026Q1: 124,730 shares; 2026Q2: 178,693 shares 178,693 $9.07M 0.02% +53,963 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,022 shares; 2025Q1: 118,591 shares; 2025Q2: 222,442 shares; 2025Q3: 229,465 shares; 2025Q4: 285,481 shares; 2026Q1: 196,931 shares; 2026Q2: 182,577 shares 182,577 $9.07M 0.02% -14,354 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,742 shares; 2025Q2: 5,336 shares; 2025Q3: 14,307 shares; 2025Q4: 62,600 shares; 2026Q1: 94,058 shares; 2026Q2: 96,556 shares 96,556 $9.06M 0.02% +2,498 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 136,135 shares; 2025Q1: 143,198 shares; 2025Q2: 141,958 shares; 2025Q3: 144,716 shares; 2025Q4: 144,881 shares; 2026Q1: 156,319 shares; 2026Q2: 151,640 shares 151,640 $9.05M 0.02% -4,679 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,553 shares; 2025Q1: 107,185 shares; 2025Q2: 109,810 shares; 2025Q3: 110,112 shares; 2025Q4: 112,605 shares; 2026Q1: 65,974 shares; 2026Q2: 69,209 shares 69,209 $9.02M 0.02% +3,235 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 282,941 shares; 2025Q1: 307,790 shares; 2025Q2: 413,364 shares; 2025Q3: 489,266 shares; 2025Q4: 523,922 shares; 2026Q1: 218,150 shares; 2026Q2: 156,295 shares 156,295 $9.02M 0.02% -61,855 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 355,015 shares; 2025Q1: 434,975 shares; 2025Q2: 426,460 shares; 2025Q3: 436,237 shares; 2025Q4: 580,577 shares; 2026Q1: 225,390 shares; 2026Q2: 229,378 shares 229,378 $9M 0.02% +3,988 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308,336 shares; 2025Q1: 373,432 shares; 2025Q2: 396,506 shares; 2025Q3: 300,830 shares; 2025Q4: 383,626 shares; 2026Q1: 383,858 shares; 2026Q2: 276,310 shares 276,310 $8.99M 0.02% -107,548 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,212 shares; 2025Q1: 64,579 shares; 2025Q2: 65,961 shares; 2025Q3: 67,711 shares; 2025Q4: 69,485 shares; 2026Q1: 68,420 shares; 2026Q2: 67,736 shares 67,736 $8.99M 0.02% -684 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166,540 shares; 2025Q1: 166,709 shares; 2025Q2: 173,709 shares; 2025Q3: 187,693 shares; 2025Q4: 199,544 shares; 2026Q1: 174,362 shares; 2026Q2: 188,266 shares 188,266 $8.97M 0.02% +13,904 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,286 shares; 2025Q1: 58,074 shares; 2025Q2: 56,223 shares; 2025Q3: 55,116 shares; 2025Q4: 55,008 shares; 2026Q1: 27,880 shares; 2026Q2: 37,015 shares 37,015 $8.94M 0.01% +9,135 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,896 shares; 2025Q1: 97,919 shares; 2025Q2: 116,736 shares; 2025Q3: 117,172 shares; 2025Q4: 448,204 shares; 2026Q1: 359,919 shares; 2026Q2: 358,418 shares 358,418 $8.93M 0.01% -1,501 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; 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; 2026Q2: 113,295 shares 113,295 $8.93M 0.01% +91,205 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140,574 shares; 2025Q1: 184,869 shares; 2025Q2: 265,300 shares; 2025Q3: 352,925 shares; 2025Q4: 406,155 shares; 2026Q1: 235,301 shares; 2026Q2: 246,379 shares 246,379 $8.93M 0.01% +11,078 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,538 shares; 2025Q1: not reported; 2025Q2: 18,268 shares; 2025Q3: 25,659 shares; 2025Q4: 25,314 shares; 2026Q1: 13,072 shares; 2026Q2: 117,902 shares 117,902 $8.92M 0.01% +104,830 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,906 shares; 2025Q1: 6,985 shares; 2025Q2: 8,604 shares; 2025Q3: 10,425 shares; 2025Q4: 21,448 shares; 2026Q1: 19,101 shares; 2026Q2: 116,273 shares 116,273 $8.91M 0.01% +97,172 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191,388 shares; 2025Q1: 186,734 shares; 2025Q2: 207,340 shares; 2025Q3: 218,233 shares; 2025Q4: 206,625 shares; 2026Q1: 133,650 shares; 2026Q2: 149,274 shares 149,274 $8.88M 0.01% +15,624 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,380 shares; 2025Q1: 79,087 shares; 2025Q2: 83,359 shares; 2025Q3: 72,802 shares; 2025Q4: 72,942 shares; 2026Q1: 57,783 shares; 2026Q2: 76,168 shares 76,168 $8.86M 0.01% +18,385 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,800 shares; 2025Q1: 17,709 shares; 2025Q2: 17,814 shares; 2025Q3: 24,420 shares; 2025Q4: 39,266 shares; 2026Q1: 47,239 shares; 2026Q2: 54,088 shares 54,088 $8.85M 0.01% +6,849 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,736 shares; 2025Q1: 13,557 shares; 2025Q2: 16,372 shares; 2025Q3: 116,535 shares; 2025Q4: 180,949 shares; 2026Q1: 239,098 shares; 2026Q2: 256,444 shares 256,444 $8.82M 0.01% +17,346 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,340 shares; 2025Q1: 23,743 shares; 2025Q2: 154,097 shares; 2025Q3: 42,412 shares; 2025Q4: 57,379 shares; 2026Q1: 66,721 shares; 2026Q2: 72,570 shares 72,570 $8.81M 0.01% +5,849 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 353,270 shares; 2025Q1: 330,904 shares; 2025Q2: 298,003 shares; 2025Q3: 295,529 shares; 2025Q4: 296,303 shares; 2026Q1: 263,585 shares; 2026Q2: 179,818 shares 179,818 $8.81M 0.01% -83,767 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 482,572 shares; 2025Q1: 492,441 shares; 2025Q2: 483,025 shares; 2025Q3: 339,863 shares; 2025Q4: 341,830 shares; 2026Q1: 188,189 shares; 2026Q2: 255,447 shares 255,447 $8.8M 0.01% +67,258 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,670 shares; 2025Q1: 8,216 shares; 2025Q2: 9,372 shares; 2025Q3: 9,045 shares; 2025Q4: 7,840 shares; 2026Q1: 10,016 shares; 2026Q2: 11,819 shares 11,819 $8.79M 0.01% +1,803 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,318 shares; 2025Q1: 26,310 shares; 2025Q2: 23,313 shares; 2025Q3: 28,029 shares; 2025Q4: 27,660 shares; 2026Q1: 24,993 shares; 2026Q2: 34,000 shares 34,000 $8.76M 0.01% +9,007 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,754 shares; 2025Q1: 27,189 shares; 2025Q2: 33,598 shares; 2025Q3: 33,517 shares; 2025Q4: 32,272 shares; 2026Q1: 20,214 shares; 2026Q2: 23,446 shares 23,446 $8.76M 0.01% +3,232 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,916 shares; 2025Q1: 104,522 shares; 2025Q2: 103,284 shares; 2025Q3: 96,329 shares; 2025Q4: 95,496 shares; 2026Q1: 214,753 shares; 2026Q2: 231,021 shares 231,021 $8.68M 0.01% +16,268 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,207 shares; 2025Q1: 116,469 shares; 2025Q2: 164,944 shares; 2025Q3: 173,083 shares; 2025Q4: 209,652 shares; 2026Q1: 322,913 shares; 2026Q2: 275,796 shares 275,796 $8.68M 0.01% -47,117 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; 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; 2026Q2: 89,507 shares 89,507 $8.68M 0.01% +58,482 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,097 shares; 2025Q1: 35,790 shares; 2025Q2: 36,267 shares; 2025Q3: 36,229 shares; 2025Q4: 37,134 shares; 2026Q1: 33,504 shares; 2026Q2: 36,800 shares 36,800 $8.68M 0.01% +3,296 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,044 shares; 2025Q1: 91,679 shares; 2025Q2: 89,745 shares; 2025Q3: 91,515 shares; 2025Q4: 84,727 shares; 2026Q1: 43,319 shares; 2026Q2: 45,800 shares 45,800 $8.67M 0.01% +2,481 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,541 shares 346,541 $8.67M 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,774 shares; 2025Q1: 38,086 shares; 2025Q2: 33,654 shares; 2025Q3: 23,837 shares; 2025Q4: 29,741 shares; 2026Q1: 48,436 shares; 2026Q2: 49,519 shares 49,519 $8.66M 0.01% +1,083 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,894 shares; 2025Q1: 191,310 shares; 2025Q2: 178,550 shares; 2025Q3: 184,944 shares; 2025Q4: 183,052 shares; 2026Q1: 184,726 shares; 2026Q2: 182,343 shares 182,343 $8.66M 0.01% -2,383 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,799 shares; 2025Q1: 73,847 shares; 2025Q2: 180,815 shares; 2025Q3: 53,756 shares; 2025Q4: 61,968 shares; 2026Q1: 150,791 shares; 2026Q2: 150,194 shares 150,194 $8.65M 0.01% -597 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,205 shares; 2025Q1: 98,686 shares; 2025Q2: 105,431 shares; 2025Q3: 110,964 shares; 2025Q4: 106,720 shares; 2026Q1: 97,847 shares; 2026Q2: 95,326 shares 95,326 $8.63M 0.01% -2,521 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,706 shares; 2025Q4: 58,422 shares; 2026Q1: 76,918 shares; 2026Q2: 112,006 shares 112,006 $8.61M 0.01% +35,088 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172,806 shares; 2025Q1: 184,352 shares; 2025Q2: 205,464 shares; 2025Q3: 185,848 shares; 2025Q4: 177,343 shares; 2026Q1: 152,055 shares; 2026Q2: 115,427 shares 115,427 $8.56M 0.01% -36,628 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,633 shares; 2025Q1: 48,093 shares; 2025Q2: 55,116 shares; 2025Q3: 57,298 shares; 2025Q4: 53,787 shares; 2026Q1: 75,385 shares; 2026Q2: 82,955 shares 82,955 $8.55M 0.01% +7,570 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,547 shares; 2025Q1: 128,392 shares; 2025Q2: 118,665 shares; 2025Q3: 112,426 shares; 2025Q4: 116,487 shares; 2026Q1: 97,322 shares; 2026Q2: 102,065 shares 102,065 $8.51M 0.01% +4,743 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,173 shares; 2026Q2: 169,730 shares 169,730 $8.5M 0.01% +29,557 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,841 shares; 2025Q1: 14,632 shares; 2025Q2: 13,617 shares; 2025Q3: 16,916 shares; 2025Q4: 14,239 shares; 2026Q1: 27,636 shares; 2026Q2: 157,869 shares 157,869 $8.47M 0.01% +130,233 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,115 shares; 2025Q1: 142,505 shares; 2025Q2: 169,778 shares; 2025Q3: 173,147 shares; 2025Q4: 394,545 shares; 2026Q1: 191,307 shares; 2026Q2: 259,422 shares 259,422 $8.37M 0.01% +68,115 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,187 shares; 2025Q1: 48,191 shares; 2025Q2: 82,669 shares; 2025Q3: 142,623 shares; 2025Q4: 172,349 shares; 2026Q1: 149,385 shares; 2026Q2: 167,133 shares 167,133 $8.37M 0.01% +17,748 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135,352 shares; 2025Q1: 142,009 shares; 2025Q2: 95,846 shares; 2025Q3: 91,493 shares; 2025Q4: 86,892 shares; 2026Q1: 69,266 shares; 2026Q2: 66,955 shares 66,955 $8.33M 0.01% -2,311 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 253,527 shares; 2025Q1: 259,911 shares; 2025Q2: 270,115 shares; 2025Q3: 268,493 shares; 2025Q4: 277,868 shares; 2026Q1: 239,574 shares; 2026Q2: 211,854 shares 211,854 $8.3M 0.01% -27,720 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192,195 shares 192,195 $8.3M 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,879 shares; 2025Q1: 4,556 shares; 2025Q2: 12,485 shares; 2025Q3: 14,927 shares; 2025Q4: 14,959 shares; 2026Q1: 22,068 shares; 2026Q2: 26,830 shares 26,830 $8.3M 0.01% +4,762 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,581 shares; 2025Q1: 8,346 shares; 2025Q2: 31,713 shares; 2025Q3: 35,788 shares; 2025Q4: 38,007 shares; 2026Q1: 27,755 shares; 2026Q2: 31,532 shares 31,532 $8.29M 0.01% +3,777 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,443 shares; 2025Q1: 19,049 shares; 2025Q2: 27,867 shares; 2025Q3: 32,907 shares; 2025Q4: 37,948 shares; 2026Q1: 62,530 shares; 2026Q2: 67,338 shares 67,338 $8.27M 0.01% +4,808 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,858 shares; 2025Q1: 17,911 shares; 2025Q2: 22,103 shares; 2025Q3: 22,325 shares; 2025Q4: 21,280 shares; 2026Q1: 36,948 shares; 2026Q2: 41,027 shares 41,027 $8.25M 0.01% +4,079 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; 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; 2026Q2: 60,405 shares 60,405 $8.25M 0.01% +40,569 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,125 shares; 2025Q1: 5,481 shares; 2025Q2: 5,014 shares; 2025Q3: 5,231 shares; 2025Q4: 8,577 shares; 2026Q1: 28,238 shares; 2026Q2: 27,294 shares 27,294 $8.24M 0.01% -944 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,371 shares; 2025Q1: 7,276 shares; 2025Q2: 6,076 shares; 2025Q3: 15,193 shares; 2025Q4: 21,942 shares; 2026Q1: 18,772 shares; 2026Q2: 15,922 shares 15,922 $8.22M 0.01% -2,850 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,528 shares; 2025Q1: 29,963 shares; 2025Q2: 33,666 shares; 2025Q3: 137,285 shares; 2025Q4: 33,469 shares; 2026Q1: 73,395 shares; 2026Q2: 43,545 shares 43,545 $8.22M 0.01% -29,850 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,386 shares; 2025Q1: 50,700 shares; 2025Q2: 53,727 shares; 2025Q3: 55,212 shares; 2025Q4: 106,565 shares; 2026Q1: 62,842 shares; 2026Q2: 69,741 shares 69,741 $8.18M 0.01% +6,899 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175,184 shares; 2025Q1: 214,948 shares; 2025Q2: 211,658 shares; 2025Q3: 242,573 shares; 2025Q4: 216,821 shares; 2026Q1: 147,539 shares; 2026Q2: 150,173 shares 150,173 $8.1M 0.01% +2,634 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144,129 shares; 2025Q1: 212,738 shares; 2025Q2: 208,708 shares; 2025Q3: 261,559 shares; 2025Q4: 262,792 shares; 2026Q1: 198,205 shares; 2026Q2: 196,822 shares 196,822 $8.09M 0.01% -1,383 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,861 shares; 2025Q1: 13,259 shares; 2025Q2: 20,289 shares; 2025Q3: 26,480 shares; 2025Q4: 35,960 shares; 2026Q1: 32,827 shares; 2026Q2: 42,028 shares 42,028 $8.08M 0.01% +9,201 Timeline GBND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,019 shares 161,019 $8.07M 0.01% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 296,992 shares; 2025Q1: 274,659 shares; 2025Q2: 412,063 shares; 2025Q3: 386,302 shares; 2025Q4: 368,627 shares; 2026Q1: 135,948 shares; 2026Q2: 151,955 shares 151,955 $8.06M 0.01% +16,007 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 132,183 shares; 2025Q1: 126,719 shares; 2025Q2: 106,099 shares; 2025Q3: 109,051 shares; 2025Q4: 112,977 shares; 2026Q1: 108,915 shares; 2026Q2: 108,093 shares 108,093 $8.03M 0.01% -822 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245,182 shares; 2025Q1: 254,092 shares; 2025Q2: 281,761 shares; 2025Q3: 337,358 shares; 2025Q4: 372,367 shares; 2026Q1: 300,898 shares; 2026Q2: 343,139 shares 343,139 $8.02M 0.01% +42,241 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,014 shares; 2025Q1: 38,705 shares; 2025Q2: 43,270 shares; 2025Q3: 44,299 shares; 2025Q4: 45,558 shares; 2026Q1: 33,965 shares; 2026Q2: 39,990 shares 39,990 $8.01M 0.01% +6,025 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 185,619 shares; 2025Q1: 193,490 shares; 2025Q2: 188,584 shares; 2025Q3: 201,958 shares; 2025Q4: 206,463 shares; 2026Q1: 211,702 shares; 2026Q2: 190,313 shares 190,313 $8.01M 0.01% -21,389 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,358 shares; 2025Q1: 422,021 shares; 2025Q2: 273,704 shares; 2025Q3: 241,149 shares; 2025Q4: 233,428 shares; 2026Q1: 110,145 shares; 2026Q2: 105,999 shares 105,999 $7.98M 0.01% -4,146 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,328 shares; 2025Q1: 77,016 shares; 2025Q2: 163,202 shares; 2025Q3: 94,559 shares; 2025Q4: 95,829 shares; 2026Q1: 88,840 shares; 2026Q2: 89,705 shares 89,705 $7.95M 0.01% +865 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,397 shares; 2025Q1: 59,336 shares; 2025Q2: 66,545 shares; 2025Q3: 65,889 shares; 2025Q4: 61,558 shares; 2026Q1: 40,435 shares; 2026Q2: 44,397 shares 44,397 $7.95M 0.01% +3,962 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,640 shares; 2025Q1: 97,226 shares; 2025Q2: 82,296 shares; 2025Q3: 82,630 shares; 2025Q4: 140,194 shares; 2026Q1: 103,672 shares; 2026Q2: 153,301 shares 153,301 $7.94M 0.01% +49,629 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,524 shares; 2025Q2: 26,612 shares; 2025Q3: 38,454 shares; 2025Q4: 28,675 shares; 2026Q1: 78,177 shares; 2026Q2: 84,783 shares 84,783 $7.93M 0.01% +6,606 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,981 shares; 2025Q1: 125,323 shares; 2025Q2: 110,633 shares; 2025Q3: 113,099 shares; 2025Q4: 105,238 shares; 2026Q1: 62,742 shares; 2026Q2: 69,916 shares 69,916 $7.86M 0.01% +7,174 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,486 shares; 2025Q2: 14,617 shares; 2025Q3: 28,918 shares; 2025Q4: 29,099 shares; 2026Q1: 23,129 shares; 2026Q2: 26,533 shares 26,533 $7.83M 0.01% +3,404 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,788 shares; 2025Q1: not reported; 2025Q2: 6,377 shares; 2025Q3: 39,884 shares; 2025Q4: 103,883 shares; 2026Q1: 137,546 shares; 2026Q2: 151,853 shares 151,853 $7.8M 0.01% +14,307 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147,429 shares; 2025Q1: 207,874 shares; 2025Q2: 208,092 shares; 2025Q3: 250,708 shares; 2025Q4: 287,192 shares; 2026Q1: 187,823 shares; 2026Q2: 169,791 shares 169,791 $7.79M 0.01% -18,032 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,997 shares 61,997 $7.78M 0.01% new 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; 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; 2026Q2: 35,440 shares 35,440 $7.72M 0.01% +13,284 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 320,499 shares; 2025Q1: 208,283 shares; 2025Q2: 212,946 shares; 2025Q3: 181,100 shares; 2025Q4: 172,478 shares; 2026Q1: 147,259 shares; 2026Q2: 101,026 shares 101,026 $7.72M 0.01% -46,233 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,565 shares; 2025Q1: 22,479 shares; 2025Q2: 88,329 shares; 2025Q3: 41,551 shares; 2025Q4: 88,001 shares; 2026Q1: 185,243 shares; 2026Q2: 154,702 shares 154,702 $7.66M 0.01% -30,541 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,298 shares; 2025Q1: 15,639 shares; 2025Q2: 33,618 shares; 2025Q3: 35,956 shares; 2025Q4: 41,470 shares; 2026Q1: 34,257 shares; 2026Q2: 37,331 shares 37,331 $7.65M 0.01% +3,074 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,925 shares; 2025Q1: 172,378 shares; 2025Q2: 141,380 shares; 2025Q3: 249,541 shares; 2025Q4: 334,886 shares; 2026Q1: 15,821 shares; 2026Q2: 15,584 shares 15,584 $7.64M 0.01% -237 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,209 shares; 2025Q3: 42,762 shares; 2025Q4: 149,851 shares; 2026Q1: 233,785 shares; 2026Q2: 305,718 shares 305,718 $7.63M 0.01% +71,933 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,178 shares; 2026Q1: 50,404 shares; 2026Q2: 54,372 shares 54,372 $7.6M 0.01% +3,968 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; 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; 2026Q2: 30,944 shares 30,944 $7.57M 0.01% +4,083 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,502 shares; 2025Q1: 192,141 shares; 2025Q2: 169,788 shares; 2025Q3: 183,168 shares; 2025Q4: 196,985 shares; 2026Q1: 174,972 shares; 2026Q2: 182,599 shares 182,599 $7.55M 0.01% +7,627 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,965 shares; 2025Q3: 23,324 shares; 2025Q4: 134,985 shares; 2026Q1: 141,621 shares; 2026Q2: 149,618 shares 149,618 $7.55M 0.01% +7,997 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,658 shares; 2025Q1: 37,666 shares; 2025Q2: 47,827 shares; 2025Q3: 45,623 shares; 2025Q4: 63,791 shares; 2026Q1: 78,688 shares; 2026Q2: 72,746 shares 72,746 $7.49M 0.01% -5,942 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,978 shares; 2025Q1: 13,162 shares; 2025Q2: 13,058 shares; 2025Q3: 13,042 shares; 2025Q4: 78,736 shares; 2026Q1: 3,978 shares; 2026Q2: 62,709 shares 62,709 $7.45M 0.01% +58,731 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,982 shares; 2025Q1: 76,919 shares; 2025Q2: 97,782 shares; 2025Q3: 73,958 shares; 2025Q4: 67,971 shares; 2026Q1: 48,699 shares; 2026Q2: 52,246 shares 52,246 $7.45M 0.01% +3,547 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 224,840 shares; 2025Q1: 243,239 shares; 2025Q2: 250,142 shares; 2025Q3: 254,197 shares; 2025Q4: 273,561 shares; 2026Q1: 179,214 shares; 2026Q2: 180,687 shares 180,687 $7.44M 0.01% +1,473 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,619 shares; 2025Q1: 280,134 shares; 2025Q2: 248,545 shares; 2025Q3: 291,373 shares; 2025Q4: 351,358 shares; 2026Q1: 175,942 shares; 2026Q2: 152,032 shares 152,032 $7.44M 0.01% -23,910 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,624 shares; 2025Q1: 12,730 shares; 2025Q2: 16,231 shares; 2025Q3: 18,821 shares; 2025Q4: 20,159 shares; 2026Q1: 21,757 shares; 2026Q2: 26,805 shares 26,805 $7.43M 0.01% +5,048 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; 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; 2026Q2: 42,133 shares 42,133 $7.42M 0.01% +13,231 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66,104 shares; 2025Q1: 181,810 shares; 2025Q2: 186,816 shares; 2025Q3: 159,240 shares; 2025Q4: 317,332 shares; 2026Q1: 220,484 shares; 2026Q2: 108,703 shares 108,703 $7.42M 0.01% -111,781 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 375,309 shares; 2025Q1: 376,089 shares; 2025Q2: 385,540 shares; 2025Q3: 395,993 shares; 2025Q4: 401,952 shares; 2026Q1: 256,916 shares; 2026Q2: 277,185 shares 277,185 $7.41M 0.01% +20,269 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280,522 shares; 2025Q1: 275,806 shares; 2025Q2: 258,736 shares; 2025Q3: 248,469 shares; 2025Q4: 243,757 shares; 2026Q1: 161,560 shares; 2026Q2: 157,629 shares 157,629 $7.4M 0.01% -3,931 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; 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; 2026Q2: 32,095 shares 32,095 $7.4M 0.01% +23,546 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,553 shares; 2025Q1: 15,230 shares; 2025Q2: 51,169 shares; 2025Q3: 51,235 shares; 2025Q4: 83,913 shares; 2026Q1: 78,465 shares; 2026Q2: 40,450 shares 40,450 $7.39M 0.01% -38,015 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124,243 shares; 2025Q1: 108,014 shares; 2025Q2: 97,806 shares; 2025Q3: 98,859 shares; 2025Q4: 95,496 shares; 2026Q1: 79,154 shares; 2026Q2: 75,849 shares 75,849 $7.36M 0.01% -3,305 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 569,276 shares; 2025Q1: 303,956 shares; 2025Q2: 267,033 shares; 2025Q3: 264,121 shares; 2025Q4: 261,813 shares; 2026Q1: 178,366 shares; 2026Q2: 171,272 shares 171,272 $7.34M 0.01% -7,094 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,375 shares; 2025Q4: 3,277 shares; 2026Q1: 117,398 shares; 2026Q2: 107,235 shares 107,235 $7.34M 0.01% -10,163 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,341 shares; 2025Q1: 31,644 shares; 2025Q2: 137,600 shares; 2025Q3: 157,831 shares; 2025Q4: 151,246 shares; 2026Q1: 64,091 shares; 2026Q2: 107,040 shares 107,040 $7.32M 0.01% +42,949 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 425,321 shares; 2025Q1: 413,523 shares; 2025Q2: 428,357 shares; 2025Q3: 425,494 shares; 2025Q4: 430,951 shares; 2026Q1: 271,458 shares; 2026Q2: 279,405 shares 279,405 $7.3M 0.01% +7,947 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; 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; 2026Q2: 168,657 shares 168,657 $7.29M 0.01% +53,131 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,473 shares; 2025Q1: 42,780 shares; 2025Q2: 36,417 shares; 2025Q3: 39,068 shares; 2025Q4: 41,351 shares; 2026Q1: 48,834 shares; 2026Q2: 52,305 shares 52,305 $7.26M 0.01% +3,471 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127,088 shares; 2025Q1: 131,310 shares; 2025Q2: 155,352 shares; 2025Q3: 149,087 shares; 2025Q4: 104,062 shares; 2026Q1: 81,854 shares; 2026Q2: 142,910 shares 142,910 $7.23M 0.01% +61,056 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,315 shares; 2025Q1: 112,555 shares; 2025Q2: 100,360 shares; 2025Q3: 110,060 shares; 2025Q4: 133,261 shares; 2026Q1: 153,896 shares; 2026Q2: 155,964 shares 155,964 $7.22M 0.01% +2,068 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,397 shares; 2025Q1: 114,181 shares; 2025Q2: 126,468 shares; 2025Q3: 167,550 shares; 2025Q4: 178,627 shares; 2026Q1: 141,533 shares; 2026Q2: 141,923 shares 141,923 $7.2M 0.01% +390 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174,508 shares; 2025Q1: 164,820 shares; 2025Q2: 157,832 shares; 2025Q3: 156,610 shares; 2025Q4: 152,131 shares; 2026Q1: 83,271 shares; 2026Q2: 98,158 shares 98,158 $7.18M 0.01% +14,887 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; 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; 2026Q2: 63,971 shares 63,971 $7.18M 0.01% +24,326 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144,264 shares; 2025Q1: 169,944 shares; 2025Q2: 164,541 shares; 2025Q3: 160,474 shares; 2025Q4: 207,267 shares; 2026Q1: 140,860 shares; 2026Q2: 154,361 shares 154,361 $7.13M 0.01% +13,501 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,838 shares; 2025Q1: 145,123 shares; 2025Q2: 144,049 shares; 2025Q3: 162,946 shares; 2025Q4: 172,077 shares; 2026Q1: 151,856 shares; 2026Q2: 156,527 shares 156,527 $7.11M 0.01% +4,671 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,583 shares; 2025Q1: 25,182 shares; 2025Q2: 25,187 shares; 2025Q3: 23,436 shares; 2025Q4: 25,769 shares; 2026Q1: 37,741 shares; 2026Q2: 45,796 shares 45,796 $7.11M 0.01% +8,055 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 7,160 shares; 2025Q2: 7,124 shares; 2025Q3: 6,909 shares; 2025Q4: 7,937 shares; 2026Q1: 5,667 shares; 2026Q2: 6,488 shares 6,488 $7.11M 0.01% +821 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,475 shares; 2025Q1: 42,027 shares; 2025Q2: 35,094 shares; 2025Q3: 34,249 shares; 2025Q4: 344,730 shares; 2026Q1: 259,997 shares; 2026Q2: 262,227 shares 262,227 $7.1M 0.01% +2,230 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,622 shares; 2025Q1: 25,553 shares; 2025Q2: 25,626 shares; 2025Q3: 25,778 shares; 2025Q4: 25,694 shares; 2026Q1: 9,654 shares; 2026Q2: 12,940 shares 12,940 $7.07M 0.01% +3,286 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,192 shares; 2025Q1: 15,986 shares; 2025Q2: 18,575 shares; 2025Q3: 21,807 shares; 2025Q4: 15,199 shares; 2026Q1: 12,634 shares; 2026Q2: 65,062 shares 65,062 $7.05M 0.01% +52,428 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,201 shares; 2025Q1: 14,459 shares; 2025Q2: 13,118 shares; 2025Q3: 13,673 shares; 2025Q4: 23,583 shares; 2026Q1: 40,736 shares; 2026Q2: 40,751 shares 40,751 $7.02M 0.01% +15 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,801 shares; 2025Q1: 7,362 shares; 2025Q2: 22,928 shares; 2025Q3: 32,978 shares; 2025Q4: 59,752 shares; 2026Q1: 98,878 shares; 2026Q2: 106,944 shares 106,944 $7.02M 0.01% +8,066 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,402 shares; 2025Q1: 4,610 shares; 2025Q2: 13,808 shares; 2025Q3: 14,006 shares; 2025Q4: 14,590 shares; 2026Q1: 13,388 shares; 2026Q2: 14,893 shares 14,893 $7.02M 0.01% +1,505 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,646 shares; 2025Q1: 22,543 shares; 2025Q2: 74,302 shares; 2025Q3: 95,214 shares; 2025Q4: 101,546 shares; 2026Q1: 61,187 shares; 2026Q2: 60,526 shares 60,526 $7.01M 0.01% -661 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 241,232 shares; 2025Q1: 231,718 shares; 2025Q2: 232,438 shares; 2025Q3: 226,208 shares; 2025Q4: 213,722 shares; 2026Q1: 124,710 shares; 2026Q2: 123,429 shares 123,429 $6.97M 0.01% -1,281 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,190 shares; 2025Q1: 364,401 shares; 2025Q2: 177,221 shares; 2025Q3: 189,590 shares; 2025Q4: 198,567 shares; 2026Q1: 134,842 shares; 2026Q2: 125,537 shares 125,537 $6.97M 0.01% -9,305 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547,061 shares; 2026Q1: 331,146 shares; 2026Q2: 337,885 shares 337,885 $6.94M 0.01% +6,739 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,737 shares 49,737 $6.9M 0.01% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,845 shares; 2025Q1: 135,627 shares; 2025Q2: 136,588 shares; 2025Q3: 137,894 shares; 2025Q4: 140,765 shares; 2026Q1: 158,758 shares; 2026Q2: 165,212 shares 165,212 $6.89M 0.01% +6,454 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,874 shares; 2025Q1: 49,086 shares; 2025Q2: 50,250 shares; 2025Q3: 49,019 shares; 2025Q4: 54,584 shares; 2026Q1: 53,411 shares; 2026Q2: 61,836 shares 61,836 $6.88M 0.01% +8,425 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,599 shares; 2025Q1: 45,608 shares; 2025Q2: 39,545 shares; 2025Q3: 32,299 shares; 2025Q4: 24,435 shares; 2026Q1: 8,783 shares; 2026Q2: 9,141 shares 9,141 $6.87M 0.01% +358 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88,181 shares; 2025Q1: 108,663 shares; 2025Q2: 80,906 shares; 2025Q3: 79,150 shares; 2025Q4: 87,874 shares; 2026Q1: 125,444 shares; 2026Q2: 256,713 shares 256,713 $6.85M 0.01% +131,269 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,801,181 shares; 2025Q1: 1,917,581 shares; 2025Q2: 259,727 shares; 2025Q3: 271,990 shares; 2025Q4: 281,859 shares; 2026Q1: 127,724 shares; 2026Q2: 145,674 shares 145,674 $6.83M 0.01% +17,950 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317,157 shares; 2025Q1: 337,242 shares; 2025Q2: 278,612 shares; 2025Q3: 146,730 shares; 2025Q4: 146,859 shares; 2026Q1: 181,328 shares; 2026Q2: 79,112 shares 79,112 $6.8M 0.01% -102,216 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,262 shares; 2025Q1: 94,179 shares; 2025Q2: 96,366 shares; 2025Q3: 97,251 shares; 2025Q4: 93,115 shares; 2026Q1: 49,548 shares; 2026Q2: 52,210 shares 52,210 $6.8M 0.01% +2,662 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219,444 shares; 2025Q1: 214,609 shares; 2025Q2: 189,193 shares; 2025Q3: 154,444 shares; 2025Q4: 158,383 shares; 2026Q1: 127,094 shares; 2026Q2: 134,240 shares 134,240 $6.78M 0.01% +7,146 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,366 shares; 2025Q1: 32,291 shares; 2025Q2: 36,253 shares; 2025Q3: 33,718 shares; 2025Q4: 32,823 shares; 2026Q1: 22,013 shares; 2026Q2: 23,913 shares 23,913 $6.77M 0.01% +1,900 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,608 shares; 2025Q1: 36,182 shares; 2025Q2: 37,533 shares; 2025Q3: 37,846 shares; 2025Q4: 38,072 shares; 2026Q1: 54,567 shares; 2026Q2: 56,094 shares 56,094 $6.76M 0.01% +1,527 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,851 shares; 2025Q2: 43,863 shares; 2025Q3: 236,003 shares; 2025Q4: 240,145 shares; 2026Q1: 116,315 shares; 2026Q2: 148,702 shares 148,702 $6.76M 0.01% +32,387 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147,943 shares; 2025Q1: 146,464 shares; 2025Q2: 144,720 shares; 2025Q3: 128,475 shares; 2025Q4: 177,342 shares; 2026Q1: 80,520 shares; 2026Q2: 70,918 shares 70,918 $6.74M 0.01% -9,602 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,687 shares; 2025Q1: 9,849 shares; 2025Q2: 8,398 shares; 2025Q3: 8,344 shares; 2025Q4: 8,465 shares; 2026Q1: 20,412 shares; 2026Q2: 20,940 shares 20,940 $6.72M 0.01% +528 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,512 shares; 2025Q1: 14,843 shares; 2025Q2: 23,656 shares; 2025Q3: 106,322 shares; 2025Q4: 217,309 shares; 2026Q1: 233,687 shares; 2026Q2: 275,944 shares 275,944 $6.7M 0.01% +42,257 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 184,514 shares; 2025Q1: 190,487 shares; 2025Q2: 232,829 shares; 2025Q3: 252,444 shares; 2025Q4: 239,576 shares; 2026Q1: 162,061 shares; 2026Q2: 181,125 shares 181,125 $6.68M 0.01% +19,064 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 231,523 shares; 2025Q1: 261,501 shares; 2025Q2: 270,036 shares; 2025Q3: 252,589 shares; 2025Q4: 232,290 shares; 2026Q1: 153,105 shares; 2026Q2: 155,075 shares 155,075 $6.66M 0.01% +1,970 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 54,982 shares; 2026Q2: 48,559 shares 48,559 $6.65M 0.01% -6,423 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,724 shares; 2025Q1: 7,954 shares; 2025Q2: 13,647 shares; 2025Q3: 20,749 shares; 2025Q4: 21,552 shares; 2026Q1: not reported; 2026Q2: 76,278 shares 76,278 $6.65M 0.01% new 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; 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; 2026Q2: 23,544 shares 23,544 $6.64M 0.01% +4,963 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,925 shares 72,925 $6.64M 0.01% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,493 shares; 2025Q3: 147,280 shares; 2025Q4: 147,635 shares; 2026Q1: 109,463 shares; 2026Q2: 113,604 shares 113,604 $6.62M 0.01% +4,141 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 91,632 shares; 2025Q2: 164,770 shares; 2025Q3: 352,488 shares; 2025Q4: 369,417 shares; 2026Q1: 337,862 shares; 2026Q2: 337,381 shares 337,381 $6.62M 0.01% -481 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 604,980 shares; 2025Q1: 785,035 shares; 2025Q2: 826,504 shares; 2025Q3: 881,660 shares; 2025Q4: 990,835 shares; 2026Q1: 295,482 shares; 2026Q2: 301,496 shares 301,496 $6.58M 0.01% +6,014 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,248 shares; 2025Q1: 4,292 shares; 2025Q2: 4,307 shares; 2025Q3: 4,272 shares; 2025Q4: 4,363 shares; 2026Q1: 2,664 shares; 2026Q2: 3,365 shares 3,365 $6.56M 0.01% +701 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,120 shares; 2025Q1: 15,798 shares; 2025Q2: 19,938 shares; 2025Q3: 21,109 shares; 2025Q4: 21,419 shares; 2026Q1: 21,825 shares; 2026Q2: 22,912 shares 22,912 $6.5M 0.01% +1,087 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,058 shares; 2025Q1: 51,814 shares; 2025Q2: 52,959 shares; 2025Q3: 53,969 shares; 2025Q4: 53,766 shares; 2026Q1: 36,378 shares; 2026Q2: 35,344 shares 35,344 $6.5M 0.01% -1,034 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 256,196 shares; 2025Q3: 359,764 shares; 2025Q4: 388,779 shares; 2026Q1: 391,175 shares; 2026Q2: 407,132 shares 407,132 $6.49M 0.01% +15,957 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; 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; 2026Q2: 159,113 shares 159,113 $6.48M 0.01% +6,926 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 234,999 shares; 2025Q1: 238,234 shares; 2025Q2: 238,067 shares; 2025Q3: 234,195 shares; 2025Q4: 170,047 shares; 2026Q1: 85,363 shares; 2026Q2: 60,048 shares 60,048 $6.45M 0.01% -25,315 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229,249 shares; 2025Q1: 243,969 shares; 2025Q2: 263,612 shares; 2025Q3: 283,861 shares; 2025Q4: 294,061 shares; 2026Q1: 209,520 shares; 2026Q2: 227,550 shares 227,550 $6.43M 0.01% +18,030 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,367 shares; 2025Q1: 55,144 shares; 2025Q2: 54,892 shares; 2025Q3: 52,228 shares; 2025Q4: 54,876 shares; 2026Q1: 79,192 shares; 2026Q2: 66,425 shares 66,425 $6.42M 0.01% -12,767 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,612 shares; 2025Q3: 20,189 shares; 2025Q4: 23,566 shares; 2026Q1: 12,618 shares; 2026Q2: 134,818 shares 134,818 $6.41M 0.01% +122,200 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,219 shares; 2025Q4: 22,656 shares; 2026Q1: 217,478 shares; 2026Q2: 148,060 shares 148,060 $6.4M 0.01% -69,418 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,498 shares; 2025Q2: 10,988 shares; 2025Q3: 11,111 shares; 2025Q4: 11,947 shares; 2026Q1: 19,193 shares; 2026Q2: 20,567 shares 20,567 $6.4M 0.01% +1,374 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,519 shares; 2025Q1: 9,926 shares; 2025Q2: 14,029 shares; 2025Q3: 14,042 shares; 2025Q4: 13,977 shares; 2026Q1: 17,756 shares; 2026Q2: 15,762 shares 15,762 $6.39M 0.01% -1,994 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,235 shares; 2025Q1: 45,449 shares; 2025Q2: 48,547 shares; 2025Q3: 62,487 shares; 2025Q4: 53,396 shares; 2026Q1: 65,686 shares; 2026Q2: 76,247 shares 76,247 $6.38M 0.01% +10,561 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,580 shares; 2025Q1: 133,763 shares; 2025Q2: 134,641 shares; 2025Q3: 131,128 shares; 2025Q4: 121,690 shares; 2026Q1: 107,477 shares; 2026Q2: 105,077 shares 105,077 $6.38M 0.01% -2,400 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,479 shares; 2025Q1: 93,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283,516 shares; 2026Q1: 193,032 shares; 2026Q2: 310,227 shares 310,227 $6.36M 0.01% +117,195 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,075 shares; 2025Q1: 37,864 shares; 2025Q2: 49,317 shares; 2025Q3: 61,604 shares; 2025Q4: 63,375 shares; 2026Q1: 383,871 shares; 2026Q2: 390,916 shares 390,916 $6.35M 0.01% +7,045 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,847 shares; 2026Q2: 198,230 shares 198,230 $6.34M 0.01% +22,383 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,937 shares; 2025Q1: 73,999 shares; 2025Q2: 148,438 shares; 2025Q3: 144,124 shares; 2025Q4: 148,325 shares; 2026Q1: 122,199 shares; 2026Q2: 129,096 shares 129,096 $6.31M 0.01% +6,897 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 149,757 shares; 2025Q1: 158,077 shares; 2025Q2: 152,509 shares; 2025Q3: 85,549 shares; 2025Q4: 81,642 shares; 2026Q1: 80,359 shares; 2026Q2: 76,370 shares 76,370 $6.31M 0.01% -3,989 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,700 shares; 2025Q1: 95,534 shares; 2025Q2: 104,838 shares; 2025Q3: 108,320 shares; 2025Q4: 118,673 shares; 2026Q1: 111,101 shares; 2026Q2: 114,977 shares 114,977 $6.28M 0.01% +3,876 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: 3,811 shares; 2025Q2: 17,259 shares; 2025Q3: 19,382 shares; 2025Q4: 23,885 shares; 2026Q1: 28,168 shares; 2026Q2: 26,823 shares 26,823 $6.27M 0.01% -1,345 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,087 shares; 2025Q1: 3,262 shares; 2025Q2: 3,842 shares; 2025Q3: 4,940 shares; 2025Q4: 12,047 shares; 2026Q1: 14,773 shares; 2026Q2: 93,085 shares 93,085 $6.26M 0.01% +78,312 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,397 shares; 2025Q1: 16,409 shares; 2025Q2: 16,256 shares; 2025Q3: 16,709 shares; 2025Q4: 25,648 shares; 2026Q1: 31,790 shares; 2026Q2: 36,312 shares 36,312 $6.24M 0.01% +4,522 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; 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; 2026Q2: 490,901 shares 490,901 $6.24M 0.01% +326,295 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119,721 shares; 2025Q1: 124,766 shares; 2025Q2: 146,593 shares; 2025Q3: 162,900 shares; 2025Q4: 168,449 shares; 2026Q1: 123,445 shares; 2026Q2: 125,203 shares 125,203 $6.24M 0.01% +1,758 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,447 shares; 2025Q1: 159,741 shares; 2025Q2: 228,305 shares; 2025Q3: 318,724 shares; 2025Q4: 451,831 shares; 2026Q1: 320,720 shares; 2026Q2: 140,169 shares 140,169 $6.23M 0.01% -180,551 Timeline RECS 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; 2024Q3: restricted; 2024Q4: 46,908 shares; 2025Q1: 64,833 shares; 2025Q2: 320,671 shares; 2025Q3: 342,707 shares; 2025Q4: 342,153 shares; 2026Q1: 344,728 shares; 2026Q2: 139,883 shares 139,883 $6.22M 0.01% -204,845 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,261 shares; 2025Q1: 73,545 shares; 2025Q2: 183,666 shares; 2025Q3: 100,971 shares; 2025Q4: 99,017 shares; 2026Q1: 66,644 shares; 2026Q2: 69,610 shares 69,610 $6.21M 0.01% +2,966 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; 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; 2026Q2: 169,170 shares 169,170 $6.17M 0.01% +108,379 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,185 shares; 2025Q1: 31,658 shares; 2025Q2: 32,920 shares; 2025Q3: 51,694 shares; 2025Q4: 55,979 shares; 2026Q1: 44,932 shares; 2026Q2: 45,286 shares 45,286 $6.16M 0.01% +354 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,643 shares; 2025Q1: 3,429 shares; 2025Q2: 6,084 shares; 2025Q3: 6,693 shares; 2025Q4: 14,971 shares; 2026Q1: 17,362 shares; 2026Q2: 16,933 shares 16,933 $6.15M 0.01% -429 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,891 shares; 2025Q1: 25,040 shares; 2025Q2: 26,621 shares; 2025Q3: 35,695 shares; 2025Q4: 91,116 shares; 2026Q1: 105,789 shares; 2026Q2: 78,472 shares 78,472 $6.15M 0.01% -27,317 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110,845 shares; 2025Q1: 103,576 shares; 2025Q2: 107,447 shares; 2025Q3: 104,030 shares; 2025Q4: 104,472 shares; 2026Q1: 66,274 shares; 2026Q2: 69,201 shares 69,201 $6.14M 0.01% +2,927 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,699 shares; 2025Q1: 13,762 shares; 2025Q2: 9,965 shares; 2025Q3: 8,806 shares; 2025Q4: 8,953 shares; 2026Q1: 9,800 shares; 2026Q2: 10,788 shares 10,788 $6.12M 0.01% +988 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 216,142 shares; 2025Q1: 61,241 shares; 2025Q2: 55,804 shares; 2025Q3: 42,980 shares; 2025Q4: 56,986 shares; 2026Q1: 76,107 shares; 2026Q2: 118,910 shares 118,910 $6.11M 0.01% +42,803 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,852 shares; 2025Q1: 95,005 shares; 2025Q2: 87,336 shares; 2025Q3: 82,908 shares; 2025Q4: 87,694 shares; 2026Q1: 55,751 shares; 2026Q2: 54,640 shares 54,640 $6.1M 0.01% -1,111 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,240 shares; 2025Q1: 49,624 shares; 2025Q2: 43,614 shares; 2025Q3: 40,815 shares; 2025Q4: 38,120 shares; 2026Q1: 30,506 shares; 2026Q2: 34,880 shares 34,880 $6.08M 0.01% +4,374 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174,688 shares; 2025Q1: 178,510 shares; 2025Q2: 169,669 shares; 2025Q3: 153,429 shares; 2025Q4: 128,517 shares; 2026Q1: 102,099 shares; 2026Q2: 114,888 shares 114,888 $6.06M 0.01% +12,789 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,057 shares 82,057 $6.06M 0.01% +22,529 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,108 shares; 2025Q1: 28,639 shares; 2025Q2: 27,694 shares; 2025Q3: 31,463 shares; 2025Q4: 28,924 shares; 2026Q1: 29,414 shares; 2026Q2: 26,443 shares 26,443 $6.05M 0.01% -2,971 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,414 shares; 2025Q1: 60,528 shares; 2025Q2: 65,402 shares; 2025Q3: 71,295 shares; 2025Q4: 53,759 shares; 2026Q1: 46,085 shares; 2026Q2: 53,657 shares 53,657 $6.05M 0.01% +7,572 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 266,776 shares; 2025Q1: 83,432 shares; 2025Q2: 82,667 shares; 2025Q3: 43,975 shares; 2025Q4: 40,395 shares; 2026Q1: 111,562 shares; 2026Q2: 95,883 shares 95,883 $6.02M 0.01% -15,679 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; 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; 2026Q2: 139,699 shares 139,699 $6.02M 0.01% +93,493 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,809 shares; 2025Q1: 13,465 shares; 2025Q2: 15,284 shares; 2025Q3: 14,804 shares; 2025Q4: 42,163 shares; 2026Q1: not reported; 2026Q2: 250,866 shares 250,866 $6.02M 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,318 shares; 2025Q1: 15,874 shares; 2025Q2: 16,077 shares; 2025Q3: 18,715 shares; 2025Q4: 21,685 shares; 2026Q1: 24,252 shares; 2026Q2: 25,547 shares 25,547 $6M 0.01% +1,295 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,339 shares; 2025Q1: 80,660 shares; 2025Q2: 78,321 shares; 2025Q3: 79,024 shares; 2025Q4: 79,500 shares; 2026Q1: 55,927 shares; 2026Q2: 61,627 shares 61,627 $5.99M 0.01% +5,700 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,605 shares; 2025Q1: 15,211 shares; 2025Q2: 16,064 shares; 2025Q3: 16,130 shares; 2025Q4: 29,889 shares; 2026Q1: 40,080 shares; 2026Q2: 41,585 shares 41,585 $5.99M 0.01% +1,505 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,132 shares; 2025Q3: 47,504 shares; 2025Q4: 78,472 shares; 2026Q1: 38,901 shares; 2026Q2: 67,366 shares 67,366 $5.99M 0.01% +28,465 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,192 shares; 2025Q1: 35,732 shares; 2025Q2: 21,935 shares; 2025Q3: 23,004 shares; 2025Q4: 26,526 shares; 2026Q1: 17,218 shares; 2026Q2: 16,065 shares 16,065 $5.98M 0.01% -1,153 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,628 shares; 2025Q1: 44,003 shares; 2025Q2: 45,222 shares; 2025Q3: 51,601 shares; 2025Q4: 55,860 shares; 2026Q1: 37,109 shares; 2026Q2: 40,277 shares 40,277 $5.96M 0.01% +3,168 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; 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; 2026Q2: 116,946 shares 116,946 $5.92M 0.01% +46,095 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; 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; 2026Q2: 132,344 shares 132,344 $5.91M 0.01% +53,177 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,134 shares; 2025Q1: 254,989 shares; 2025Q2: 300,400 shares; 2025Q3: 323,198 shares; 2025Q4: 345,167 shares; 2026Q1: 322,118 shares; 2026Q2: 362,617 shares 362,617 $5.9M 0.01% +40,499 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,682 shares; 2025Q1: 34,773 shares; 2025Q2: 31,168 shares; 2025Q3: 44,387 shares; 2025Q4: 73,472 shares; 2026Q1: 151,743 shares; 2026Q2: 70,641 shares 70,641 $5.89M 0.01% -81,102 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 183,233 shares; 2025Q1: 166,900 shares; 2025Q2: 179,657 shares; 2025Q3: 188,899 shares; 2025Q4: 198,040 shares; 2026Q1: 160,652 shares; 2026Q2: 167,236 shares 167,236 $5.87M 0.01% +6,584 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,451 shares; 2025Q1: 154,069 shares; 2025Q2: 174,483 shares; 2025Q3: 121,626 shares; 2025Q4: 204,993 shares; 2026Q1: 255,087 shares; 2026Q2: 266,863 shares 266,863 $5.86M 0.01% +11,776 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,957 shares; 2025Q1: 15,695 shares; 2025Q2: 15,683 shares; 2025Q3: 17,441 shares; 2025Q4: 15,869 shares; 2026Q1: 12,542 shares; 2026Q2: 12,027 shares 12,027 $5.85M 0.01% -515 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88,563 shares; 2025Q1: 111,922 shares; 2025Q2: 106,142 shares; 2025Q3: 98,932 shares; 2025Q4: 97,609 shares; 2026Q1: 88,350 shares; 2026Q2: 97,321 shares 97,321 $5.84M 0.01% +8,971 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; 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; 2026Q2: 207,503 shares 207,503 $5.83M 0.01% +100,830 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,497 shares 16,497 $5.82M 0.01% +6,877 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,049 shares; 2025Q1: 10,147 shares; 2025Q2: 17,495 shares; 2025Q3: 19,135 shares; 2025Q4: 22,909 shares; 2026Q1: 39,801 shares; 2026Q2: 32,376 shares 32,376 $5.81M 0.01% -7,425 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,482 shares; 2025Q1: 15,840 shares; 2025Q2: 12,146 shares; 2025Q3: 13,959 shares; 2025Q4: 14,799 shares; 2026Q1: 15,351 shares; 2026Q2: 18,456 shares 18,456 $5.81M 0.01% +3,105 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,307 shares; 2025Q1: 172,866 shares; 2025Q2: 164,004 shares; 2025Q3: 190,343 shares; 2025Q4: 165,621 shares; 2026Q1: 236,596 shares; 2026Q2: 178,679 shares 178,679 $5.79M 0.01% -57,917 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,151 shares; 2025Q3: 173,239 shares; 2025Q4: 184,274 shares; 2026Q1: 81,156 shares; 2026Q2: 113,660 shares 113,660 $5.76M 0.01% +32,504 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71,350 shares; 2025Q1: 72,581 shares; 2025Q2: 94,489 shares; 2025Q3: 88,567 shares; 2025Q4: 87,948 shares; 2026Q1: 53,715 shares; 2026Q2: 51,302 shares 51,302 $5.76M 0.01% -2,413 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,537 shares; 2025Q1: 31,882 shares; 2025Q2: 33,034 shares; 2025Q3: 33,832 shares; 2025Q4: 35,202 shares; 2026Q1: 26,849 shares; 2026Q2: 27,437 shares 27,437 $5.75M 0.01% +588 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,906 shares; 2025Q1: 5,174 shares; 2025Q2: 15,031 shares; 2025Q3: 24,248 shares; 2025Q4: 26,094 shares; 2026Q1: 53,978 shares; 2026Q2: 57,857 shares 57,857 $5.75M 0.01% +3,879 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,594 shares; 2025Q1: 255,501 shares; 2025Q2: 277,015 shares; 2025Q3: 274,402 shares; 2025Q4: 277,587 shares; 2026Q1: 143,640 shares; 2026Q2: 146,189 shares 146,189 $5.75M 0.01% +2,549 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,016 shares; 2025Q1: 17,971 shares; 2025Q2: 16,804 shares; 2025Q3: 22,289 shares; 2025Q4: 22,017 shares; 2026Q1: 21,294 shares; 2026Q2: 107,840 shares 107,840 $5.73M 0.01% +86,546 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,257 shares; 2025Q1: 62,016 shares; 2025Q2: 64,749 shares; 2025Q3: 66,881 shares; 2025Q4: 64,287 shares; 2026Q1: 37,600 shares; 2026Q2: 39,065 shares 39,065 $5.72M 0.01% +1,465 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,401 shares; 2025Q4: 55,410 shares; 2026Q1: 66,992 shares; 2026Q2: 81,863 shares 81,863 $5.71M 0.01% +14,871 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240,038 shares; 2025Q1: 258,299 shares; 2025Q2: 133,556 shares; 2025Q3: 132,287 shares; 2025Q4: 121,508 shares; 2026Q1: 89,569 shares; 2026Q2: 71,597 shares 71,597 $5.7M 0.01% -17,972 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,533 shares; 2025Q1: 115,569 shares; 2025Q2: 101,929 shares; 2025Q3: 103,518 shares; 2025Q4: 99,243 shares; 2026Q1: 91,453 shares; 2026Q2: 95,582 shares 95,582 $5.7M 0.01% +4,129 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,958 shares 24,958 $5.7M 0.01% +10,355 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,640 shares; 2025Q1: 15,484 shares; 2025Q2: 5,366 shares; 2025Q3: 14,369 shares; 2025Q4: 152,633 shares; 2026Q1: 101,394 shares; 2026Q2: 120,039 shares 120,039 $5.69M 0.01% +18,645 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,105 shares; 2025Q1: 11,609 shares; 2025Q2: 13,517 shares; 2025Q3: 13,915 shares; 2025Q4: 44,739 shares; 2026Q1: 57,451 shares; 2026Q2: 72,786 shares 72,786 $5.67M 0.01% +15,335 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,400 shares; 2025Q1: 87,755 shares; 2025Q2: 91,470 shares; 2025Q3: 95,857 shares; 2025Q4: 103,891 shares; 2026Q1: 83,316 shares; 2026Q2: 96,781 shares 96,781 $5.67M 0.01% +13,465 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; 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; 2026Q2: 68,006 shares 68,006 $5.64M 0.01% +20,692 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 75,166 shares 75,166 $5.64M 0.01% +27,548 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221,153 shares; 2025Q1: 204,765 shares; 2025Q2: 190,564 shares; 2025Q3: 190,324 shares; 2025Q4: 184,647 shares; 2026Q1: 115,300 shares; 2026Q2: 113,584 shares 113,584 $5.63M 0.01% -1,716 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,163 shares 43,163 $5.63M 0.01% +5,448 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 201,202 shares; 2025Q1: 198,092 shares; 2025Q2: 196,493 shares; 2025Q3: 223,500 shares; 2025Q4: 216,307 shares; 2026Q1: 138,121 shares; 2026Q2: 152,916 shares 152,916 $5.61M 0.01% +14,795 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,172 shares; 2025Q1: 89,715 shares; 2025Q2: 78,818 shares; 2025Q3: 68,369 shares; 2025Q4: 19,077 shares; 2026Q1: 18,339 shares; 2026Q2: 25,373 shares 25,373 $5.6M 0.01% +7,034 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,277 shares; 2025Q1: 8,078 shares; 2025Q2: 10,493 shares; 2025Q3: 21,668 shares; 2025Q4: 26,763 shares; 2026Q1: 19,537 shares; 2026Q2: 28,195 shares 28,195 $5.59M 0.01% +8,658 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; 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; 2026Q2: 17,406 shares 17,406 $5.58M 0.01% +2,923 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 47,694 shares 47,694 $5.57M 0.01% +18,694 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; 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; 2026Q2: 78,863 shares 78,863 $5.57M 0.01% +14,808 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271,388 shares; 2026Q2: 293,144 shares 293,144 $5.56M 0.01% +21,756 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; 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; 2026Q2: 83,216 shares 83,216 $5.54M 0.01% +29,335 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,355 shares; 2025Q1: 8,783 shares; 2025Q2: 13,558 shares; 2025Q3: 10,596 shares; 2025Q4: 21,773 shares; 2026Q1: 25,929 shares; 2026Q2: 26,805 shares 26,805 $5.54M 0.01% +876 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 287,284 shares 287,284 $5.53M 0.01% +139,523 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,378 shares; 2025Q1: 15,389 shares; 2025Q2: 33,822 shares; 2025Q3: 37,384 shares; 2025Q4: 51,477 shares; 2026Q1: 59,469 shares; 2026Q2: 56,596 shares 56,596 $5.53M 0.01% -2,873 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 114,716 shares; 2025Q1: 97,357 shares; 2025Q2: 83,959 shares; 2025Q3: 81,028 shares; 2025Q4: 78,276 shares; 2026Q1: 62,567 shares; 2026Q2: 61,227 shares 61,227 $5.49M 0.01% -1,340 Timeline LEND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219,408 shares 219,408 $5.48M 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; 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; 2026Q2: 24,355 shares 24,355 $5.47M 0.01% +2,443 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 11,619 shares; 2025Q2: 11,365 shares; 2025Q3: 13,119 shares; 2025Q4: 13,367 shares; 2026Q1: 15,833 shares; 2026Q2: 15,755 shares 15,755 $5.45M 0.01% -78 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176,218 shares; 2025Q1: 265,234 shares; 2025Q2: 205,289 shares; 2025Q3: 201,798 shares; 2025Q4: 179,241 shares; 2026Q1: 106,194 shares; 2026Q2: 116,593 shares 116,593 $5.43M 0.01% +10,399 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 249,870 shares; 2025Q1: 255,758 shares; 2025Q2: 251,602 shares; 2025Q3: 246,486 shares; 2025Q4: 246,250 shares; 2026Q1: 91,096 shares; 2026Q2: 91,242 shares 91,242 $5.41M 0.01% +146 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; 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; 2026Q2: 45,115 shares 45,115 $5.4M 0.01% +6,651 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; 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; 2026Q2: 51,859 shares 51,859 $5.39M 0.01% +25,972 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,907 shares; 2025Q1: 27,511 shares; 2025Q2: 32,988 shares; 2025Q3: 31,198 shares; 2025Q4: 30,819 shares; 2026Q1: 22,158 shares; 2026Q2: 23,549 shares 23,549 $5.38M 0.01% +1,391 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 332 shares; 2025Q2: 343 shares; 2025Q3: 357 shares; 2025Q4: 381 shares; 2026Q1: 318 shares; 2026Q2: 872 shares 872 $5.38M 0.01% +554 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 6,316 shares; 2025Q2: 22,393 shares; 2025Q3: 22,684 shares; 2025Q4: 23,722 shares; 2026Q1: 15,456 shares; 2026Q2: 15,316 shares 15,316 $5.37M 0.01% -140 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; 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; 2026Q2: 51,760 shares 51,760 $5.37M 0.01% +11,208 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191,446 shares; 2025Q1: 202,901 shares; 2025Q2: 198,359 shares; 2025Q3: 195,826 shares; 2025Q4: 202,188 shares; 2026Q1: 196,030 shares; 2026Q2: 195,645 shares 195,645 $5.36M 0.01% -385 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,761 shares; 2025Q1: 41,921 shares; 2025Q2: 37,161 shares; 2025Q3: 35,314 shares; 2025Q4: 38,724 shares; 2026Q1: 29,592 shares; 2026Q2: 29,848 shares 29,848 $5.33M 0.01% +256 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,115 shares; 2025Q1: 74,870 shares; 2025Q2: 82,664 shares; 2025Q3: 81,294 shares; 2025Q4: 89,284 shares; 2026Q1: 129,724 shares; 2026Q2: 147,238 shares 147,238 $5.33M 0.01% +17,514 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,541 shares; 2025Q1: 63,694 shares; 2025Q2: 60,607 shares; 2025Q3: 60,879 shares; 2025Q4: 52,495 shares; 2026Q1: 82,799 shares; 2026Q2: 111,009 shares 111,009 $5.33M 0.01% +28,210 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,518 shares 15,518 $5.33M 0.01% +4,590 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; 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; 2026Q2: 97,479 shares 97,479 $5.33M 0.01% +49,426 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,135 shares; 2025Q1: 104,924 shares; 2025Q2: 105,294 shares; 2025Q3: 124,947 shares; 2025Q4: 136,061 shares; 2026Q1: 141,174 shares; 2026Q2: 131,037 shares 131,037 $5.31M 0.01% -10,137 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220,812 shares; 2025Q1: 232,699 shares; 2025Q2: 238,237 shares; 2025Q3: 252,953 shares; 2025Q4: 246,994 shares; 2026Q1: 217,704 shares; 2026Q2: 226,448 shares 226,448 $5.28M 0.01% +8,744 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,280 shares; 2025Q3: 150,479 shares; 2025Q4: 158,688 shares; 2026Q1: 115,603 shares; 2026Q2: 170,265 shares 170,265 $5.28M 0.01% +54,662 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 84,247 shares 84,247 $5.28M 0.01% +14,857 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,020 shares; 2025Q1: 80,850 shares; 2025Q2: 83,531 shares; 2025Q3: 91,033 shares; 2025Q4: 92,782 shares; 2026Q1: 94,666 shares; 2026Q2: 101,695 shares 101,695 $5.26M 0.01% +7,029 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,496 shares; 2025Q2: 2,389 shares; 2025Q3: 4,289 shares; 2025Q4: 4,643 shares; 2026Q1: 3,851 shares; 2026Q2: 11,499 shares 11,499 $5.25M 0.01% +7,648 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235,081 shares; 2025Q1: 235,285 shares; 2025Q2: 233,154 shares; 2025Q3: 233,927 shares; 2025Q4: 245,025 shares; 2026Q1: 198,355 shares; 2026Q2: 219,137 shares 219,137 $5.24M 0.01% +20,782 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,649 shares; 2025Q3: 26,156 shares; 2025Q4: 27,293 shares; 2026Q1: 24,028 shares; 2026Q2: 23,780 shares 23,780 $5.22M 0.01% -248 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; 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; 2026Q2: 176,994 shares 176,994 $5.22M 0.01% +38,920 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,963 shares; 2025Q1: 16,926 shares; 2025Q2: 19,693 shares; 2025Q3: 25,370 shares; 2025Q4: 87,543 shares; 2026Q1: 37,394 shares; 2026Q2: 46,182 shares 46,182 $5.22M 0.01% +8,788 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,890 shares; 2026Q1: 65,452 shares; 2026Q2: 66,428 shares 66,428 $5.21M 0.01% +976 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,471 shares; 2025Q1: 29,996 shares; 2025Q2: 98,145 shares; 2025Q3: 108,693 shares; 2025Q4: 185,818 shares; 2026Q1: 148,637 shares; 2026Q2: 155,870 shares 155,870 $5.21M 0.01% +7,233 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; 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; 2026Q2: 123,041 shares 123,041 $5.21M 0.01% +16,750 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,387 shares; 2025Q1: 65,585 shares; 2025Q2: 68,459 shares; 2025Q3: 75,209 shares; 2025Q4: 78,284 shares; 2026Q1: 56,600 shares; 2026Q2: 68,089 shares 68,089 $5.2M 0.01% +11,489 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,975 shares 25,975 $5.19M 0.01% +2,559 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,829 shares; 2025Q1: 30,208 shares; 2025Q2: 10,795 shares; 2025Q3: 7,260 shares; 2025Q4: 9,327 shares; 2026Q1: 14,221 shares; 2026Q2: 18,587 shares 18,587 $5.18M 0.01% +4,366 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155,817 shares; 2025Q1: 159,487 shares; 2025Q2: 157,096 shares; 2025Q3: 153,495 shares; 2025Q4: 164,295 shares; 2026Q1: 202,450 shares; 2026Q2: 194,857 shares 194,857 $5.14M 0.01% -7,593 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,071 shares; 2025Q1: 31,677 shares; 2025Q2: 28,934 shares; 2025Q3: 34,215 shares; 2025Q4: 50,386 shares; 2026Q1: 46,629 shares; 2026Q2: 48,396 shares 48,396 $5.13M 0.01% +1,767 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 9,366 shares; 2025Q4: 80,038 shares; 2026Q1: 79,428 shares; 2026Q2: 171,746 shares 171,746 $5.11M 0.01% +92,318 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,678 shares; 2025Q1: 57,941 shares; 2025Q2: 61,248 shares; 2025Q3: 115,230 shares; 2025Q4: 112,877 shares; 2026Q1: 125,985 shares; 2026Q2: 123,751 shares 123,751 $5.09M 0.01% -2,234 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 116,479 shares 116,479 $5.08M 0.01% +40,424 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; 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; 2026Q2: 213,016 shares 213,016 $5.08M 0.01% +55,681 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 812,173 shares; 2025Q1: 803,543 shares; 2025Q2: 226,233 shares; 2025Q3: 323,382 shares; 2025Q4: 831,988 shares; 2026Q1: 474,940 shares; 2026Q2: 108,842 shares 108,842 $5.08M 0.01% -366,098 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 786 shares; 2025Q2: 852 shares; 2025Q3: 1,028 shares; 2025Q4: 3,737 shares; 2026Q1: 6,379 shares; 2026Q2: 9,318 shares 9,318 $5.07M 0.01% +2,939 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,406 shares 24,406 $5.07M 0.01% +10,464 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,260 shares; 2025Q1: 28,612 shares; 2025Q2: 34,964 shares; 2025Q3: 22,291 shares; 2025Q4: 30,797 shares; 2026Q1: 50,489 shares; 2026Q2: 40,920 shares 40,920 $5.07M 0.01% -9,569 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 319,777 shares 319,777 $5.06M 0.01% +69,627 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,747 shares; 2025Q1: 15,775 shares; 2025Q2: 15,993 shares; 2025Q3: 15,986 shares; 2025Q4: 13,915 shares; 2026Q1: 10,933 shares; 2026Q2: 13,176 shares 13,176 $5.06M 0.01% +2,243 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; 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; 2026Q2: 313,549 shares 313,549 $5.06M 0.01% +48,066 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 636,290 shares; 2025Q1: 561,213 shares; 2025Q2: 530,667 shares; 2025Q3: 387,438 shares; 2025Q4: 373,288 shares; 2026Q1: 297,643 shares; 2026Q2: 281,604 shares 281,604 $5.05M 0.01% -16,039 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,647 shares; 2025Q1: 6,293 shares; 2025Q2: 5,269 shares; 2025Q3: 8,343 shares; 2025Q4: 11,739 shares; 2026Q1: 21,145 shares; 2026Q2: 27,807 shares 27,807 $5.03M 0.01% +6,662 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; 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; 2026Q2: 25,624 shares 25,624 $5.03M 0.01% +11,935 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 118,658 shares 118,658 $5.01M 0.01% +29,275 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,388 shares 72,388 $5M 0.01% +13,913 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; 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; 2026Q2: 6,085 shares 6,085 $4.99M 0.01% +1,077 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; 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; 2026Q2: 21,846 shares 21,846 $4.97M 0.01% +7,998 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,076 shares; 2025Q1: 40,545 shares; 2025Q2: 34,863 shares; 2025Q3: 34,734 shares; 2025Q4: 30,615 shares; 2026Q1: 30,321 shares; 2026Q2: 35,781 shares 35,781 $4.97M 0.01% +5,460 Timeline