RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,586 shares; 2025Q1: 17,640 shares; 2025Q2: 18,408 shares; 2025Q3: 19,125 shares; 2025Q4: 19,210 shares; 2026Q1: 17,511 shares; 2026Q2: 17,379 shares 17,379 $4.96M 0.01% -132 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,409 shares; 2025Q1: 35,169 shares; 2025Q2: 40,047 shares; 2025Q3: 45,993 shares; 2025Q4: 41,065 shares; 2026Q1: 138,914 shares; 2026Q2: 141,227 shares 141,227 $4.94M 0.01% +2,313 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,477 shares; 2025Q1: 10,439 shares; 2025Q2: 16,213 shares; 2025Q3: 15,721 shares; 2025Q4: 16,239 shares; 2026Q1: 33,749 shares; 2026Q2: 40,743 shares 40,743 $4.9M 0.01% +6,994 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147,957 shares; 2025Q1: 179,769 shares; 2025Q2: 170,914 shares; 2025Q3: 151,683 shares; 2025Q4: 156,208 shares; 2026Q1: 211,194 shares; 2026Q2: 271,232 shares 271,232 $4.89M 0.01% +60,038 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,252 shares; 2025Q1: 27,934 shares; 2025Q2: 26,552 shares; 2025Q3: 29,173 shares; 2025Q4: 21,480 shares; 2026Q1: 11,692 shares; 2026Q2: 14,417 shares 14,417 $4.89M 0.01% +2,725 Timeline ESGE 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: 19,864 shares; 2025Q1: 19,485 shares; 2025Q2: 21,619 shares; 2025Q3: 21,419 shares; 2025Q4: 28,779 shares; 2026Q1: 70,602 shares; 2026Q2: 91,220 shares 91,220 $4.89M 0.01% +20,618 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,829 shares; 2025Q1: 9,935 shares; 2025Q2: 48,140 shares; 2025Q3: 49,102 shares; 2025Q4: 51,759 shares; 2026Q1: 69,233 shares; 2026Q2: 80,366 shares 80,366 $4.88M 0.01% +11,133 Timeline GGOV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,289 shares 97,289 $4.88M 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,070 shares; 2025Q1: 36,933 shares; 2025Q2: 34,895 shares; 2025Q3: 37,496 shares; 2025Q4: 40,662 shares; 2026Q1: 39,283 shares; 2026Q2: 84,037 shares 84,037 $4.88M 0.01% +44,754 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,814 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 30,139 shares; 2026Q2: 32,531 shares 32,531 $4.87M 0.01% +2,392 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,798 shares; 2025Q1: 115,838 shares; 2025Q2: 113,824 shares; 2025Q3: 134,240 shares; 2025Q4: 142,470 shares; 2026Q1: 116,972 shares; 2026Q2: 131,049 shares 131,049 $4.87M 0.01% +14,077 Timeline HYG 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: 27,230 shares; 2025Q1: 27,529 shares; 2025Q2: 28,860 shares; 2025Q3: 30,316 shares; 2025Q4: 41,492 shares; 2026Q1: 63,288 shares; 2026Q2: 60,894 shares 60,894 $4.85M 0.01% -2,394 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,428 shares; 2025Q3: not reported; 2025Q4: 16,065 shares; 2026Q1: 98,149 shares; 2026Q2: 131,507 shares 131,507 $4.85M 0.01% +33,358 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,501 shares; 2025Q1: 118,502 shares; 2025Q2: 136,206 shares; 2025Q3: 112,289 shares; 2025Q4: 117,123 shares; 2026Q1: 116,747 shares; 2026Q2: 124,761 shares 124,761 $4.85M 0.01% +8,014 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158,714 shares; 2025Q1: 161,433 shares; 2025Q2: 158,595 shares; 2025Q3: 164,976 shares; 2025Q4: 164,561 shares; 2026Q1: 98,570 shares; 2026Q2: 108,900 shares 108,900 $4.84M 0.01% +10,330 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,145 shares; 2025Q1: 23,947 shares; 2025Q2: 40,505 shares; 2025Q3: 47,644 shares; 2025Q4: 177,780 shares; 2026Q1: 72,462 shares; 2026Q2: 72,910 shares 72,910 $4.84M 0.01% +448 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,671 shares; 2025Q1: 89,528 shares; 2025Q2: 94,317 shares; 2025Q3: 95,061 shares; 2025Q4: 107,986 shares; 2026Q1: 103,507 shares; 2026Q2: 96,029 shares 96,029 $4.83M 0.01% -7,478 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,451 shares; 2025Q1: 10,593 shares; 2025Q2: 10,608 shares; 2025Q3: 20,689 shares; 2025Q4: 25,109 shares; 2026Q1: 55,842 shares; 2026Q2: 61,929 shares 61,929 $4.83M 0.01% +6,087 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238,253 shares; 2025Q1: 185,425 shares; 2025Q2: 168,763 shares; 2025Q3: 151,305 shares; 2025Q4: 145,272 shares; 2026Q1: 121,252 shares; 2026Q2: 119,635 shares 119,635 $4.83M 0.01% -1,617 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,836 shares; 2025Q1: 8,185 shares; 2025Q2: 17,266 shares; 2025Q3: 27,032 shares; 2025Q4: 30,661 shares; 2026Q1: 34,801 shares; 2026Q2: 24,746 shares 24,746 $4.83M 0.01% -10,055 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,559 shares; 2025Q1: 29,068 shares; 2025Q2: 30,535 shares; 2025Q3: 29,945 shares; 2025Q4: 30,889 shares; 2026Q1: 95,426 shares; 2026Q2: 60,005 shares 60,005 $4.82M 0.01% -35,421 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,658 shares; 2025Q1: 3,028 shares; 2025Q2: 3,332 shares; 2025Q3: 3,931 shares; 2025Q4: 4,819 shares; 2026Q1: 18,000 shares; 2026Q2: 32,910 shares 32,910 $4.82M 0.01% +14,910 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,499 shares; 2025Q1: 9,380 shares; 2025Q2: 11,192 shares; 2025Q3: 15,551 shares; 2025Q4: 25,343 shares; 2026Q1: 29,045 shares; 2026Q2: 30,195 shares 30,195 $4.82M 0.01% +1,150 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,096 shares; 2025Q1: 103,521 shares; 2025Q2: 103,650 shares; 2025Q3: 105,629 shares; 2025Q4: 113,114 shares; 2026Q1: 54,064 shares; 2026Q2: 53,420 shares 53,420 $4.82M 0.01% -644 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 439,010 shares; 2025Q1: 356,421 shares; 2025Q2: 324,547 shares; 2025Q3: 320,919 shares; 2025Q4: 305,777 shares; 2026Q1: 214,979 shares; 2026Q2: 201,709 shares 201,709 $4.82M 0.01% -13,270 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,879 shares; 2025Q1: 30,922 shares; 2025Q2: 43,352 shares; 2025Q3: 44,429 shares; 2025Q4: 45,022 shares; 2026Q1: 41,825 shares; 2026Q2: 108,319 shares 108,319 $4.81M 0.01% +66,494 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,472 shares; 2025Q1: 32,384 shares; 2025Q2: 42,238 shares; 2025Q3: 57,383 shares; 2025Q4: 74,141 shares; 2026Q1: 117,128 shares; 2026Q2: 163,670 shares 163,670 $4.8M 0.01% +46,542 Timeline ESML 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: 139,417 shares; 2025Q1: 125,417 shares; 2025Q2: 124,919 shares; 2025Q3: 129,135 shares; 2025Q4: 149,645 shares; 2026Q1: 88,999 shares; 2026Q2: 87,783 shares 87,783 $4.8M 0.01% -1,216 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,369 shares; 2025Q1: 79,343 shares; 2025Q2: 83,304 shares; 2025Q3: 105,315 shares; 2025Q4: 110,078 shares; 2026Q1: 94,822 shares; 2026Q2: 98,943 shares 98,943 $4.79M 0.01% +4,121 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,189 shares; 2025Q1: 33,415 shares; 2025Q2: 34,964 shares; 2025Q3: 38,154 shares; 2025Q4: 40,159 shares; 2026Q1: 23,309 shares; 2026Q2: 22,619 shares 22,619 $4.77M 0.01% -690 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440,157 shares; 2025Q1: 450,089 shares; 2025Q2: 200,276 shares; 2025Q3: 274,194 shares; 2025Q4: 247,661 shares; 2026Q1: 270,922 shares; 2026Q2: 254,077 shares 254,077 $4.77M 0.01% -16,845 Timeline IBDR 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: 314,426 shares; 2025Q1: 351,492 shares; 2025Q2: 759,301 shares; 2025Q3: 648,532 shares; 2025Q4: 622,030 shares; 2026Q1: 204,516 shares; 2026Q2: 197,059 shares 197,059 $4.77M 0.01% -7,457 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,955 shares; 2025Q1: 42,018 shares; 2025Q2: 60,948 shares; 2025Q3: 62,538 shares; 2025Q4: 65,084 shares; 2026Q1: 62,310 shares; 2026Q2: 68,457 shares 68,457 $4.76M 0.01% +6,147 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,897 shares; 2025Q1: 60,791 shares; 2025Q2: 81,831 shares; 2025Q3: 82,094 shares; 2025Q4: 103,589 shares; 2026Q1: 56,838 shares; 2026Q2: 59,258 shares 59,258 $4.76M 0.01% +2,420 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,217 shares; 2025Q1: 3,893 shares; 2025Q2: 4,262 shares; 2025Q3: 14,717 shares; 2025Q4: 12,933 shares; 2026Q1: 7,702 shares; 2026Q2: 39,174 shares 39,174 $4.75M 0.01% +31,472 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 462,798 shares; 2025Q1: 438,955 shares; 2025Q2: 469,408 shares; 2025Q3: 423,347 shares; 2025Q4: 417,400 shares; 2026Q1: 184,303 shares; 2026Q2: 233,056 shares 233,056 $4.75M 0.01% +48,753 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,750 shares; 2026Q1: 212,528 shares; 2026Q2: 139,896 shares 139,896 $4.73M 0.01% -72,632 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,047 shares; 2025Q1: 56,737 shares; 2025Q2: 55,915 shares; 2025Q3: 58,024 shares; 2025Q4: 59,595 shares; 2026Q1: 43,503 shares; 2026Q2: 42,953 shares 42,953 $4.73M 0.01% -550 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,844 shares; 2025Q1: 16,067 shares; 2025Q2: 50,684 shares; 2025Q3: 58,123 shares; 2025Q4: 60,942 shares; 2026Q1: 67,686 shares; 2026Q2: 76,710 shares 76,710 $4.72M 0.01% +9,024 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,364 shares; 2025Q4: 11,668 shares; 2026Q1: 26,612 shares; 2026Q2: 28,067 shares 28,067 $4.71M 0.01% +1,455 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,078 shares; 2025Q1: 20,963 shares; 2025Q2: 38,676 shares; 2025Q3: 59,386 shares; 2025Q4: 53,693 shares; 2026Q1: 62,896 shares; 2026Q2: 73,358 shares 73,358 $4.7M 0.01% +10,462 Timeline IJK 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: 44,541 shares; 2025Q1: 42,589 shares; 2025Q2: 50,586 shares; 2025Q3: 50,756 shares; 2025Q4: 51,575 shares; 2026Q1: 37,829 shares; 2026Q2: 41,110 shares 41,110 $4.69M 0.01% +3,281 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178,386 shares; 2025Q1: 182,724 shares; 2025Q2: 183,021 shares; 2025Q3: 186,280 shares; 2025Q4: 190,134 shares; 2026Q1: 126,190 shares; 2026Q2: 125,620 shares 125,620 $4.67M 0.01% -570 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,460 shares; 2025Q1: 79,489 shares; 2025Q2: 157,498 shares; 2025Q3: 151,364 shares; 2025Q4: 146,507 shares; 2026Q1: 86,404 shares; 2026Q2: 139,683 shares 139,683 $4.67M 0.01% +53,279 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,826 shares; 2025Q1: 39,141 shares; 2025Q2: 48,074 shares; 2025Q3: 54,189 shares; 2025Q4: 59,446 shares; 2026Q1: 46,551 shares; 2026Q2: 55,711 shares 55,711 $4.66M 0.01% +9,160 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,627 shares; 2025Q1: 20,644 shares; 2025Q2: 20,678 shares; 2025Q3: 21,505 shares; 2025Q4: 21,758 shares; 2026Q1: 19,180 shares; 2026Q2: 19,919 shares 19,919 $4.66M 0.01% +739 Timeline HEFA 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: 137,145 shares; 2025Q1: 146,786 shares; 2025Q2: 136,360 shares; 2025Q3: 134,393 shares; 2025Q4: 130,408 shares; 2026Q1: 100,417 shares; 2026Q2: 100,361 shares 100,361 $4.65M 0.01% -56 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,183 shares; 2025Q1: 10,049 shares; 2025Q2: 31,297 shares; 2025Q3: 12,171 shares; 2025Q4: 12,948 shares; 2026Q1: 14,805 shares; 2026Q2: 17,117 shares 17,117 $4.65M 0.01% +2,312 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,058 shares; 2025Q1: 99,091 shares; 2025Q2: 97,989 shares; 2025Q3: 97,944 shares; 2025Q4: 96,891 shares; 2026Q1: 81,228 shares; 2026Q2: 84,270 shares 84,270 $4.64M 0.01% +3,042 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,737 shares; 2025Q1: 83,080 shares; 2025Q2: 84,651 shares; 2025Q3: 90,015 shares; 2025Q4: 62,858 shares; 2026Q1: 44,248 shares; 2026Q2: 60,801 shares 60,801 $4.63M 0.01% +16,553 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,291 shares; 2025Q1: 141,855 shares; 2025Q2: 145,923 shares; 2025Q3: 138,541 shares; 2025Q4: 120,518 shares; 2026Q1: 156,870 shares; 2026Q2: 190,625 shares 190,625 $4.59M 0.01% +33,755 Timeline BJUL 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: 12,507 shares; 2025Q1: not reported; 2025Q2: 26,604 shares; 2025Q3: 27,477 shares; 2025Q4: 27,476 shares; 2026Q1: 5,093 shares; 2026Q2: 83,725 shares 83,725 $4.58M 0.01% +78,632 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,618 shares; 2025Q1: 68,729 shares; 2025Q2: 71,875 shares; 2025Q3: 94,248 shares; 2025Q4: 95,542 shares; 2026Q1: 84,537 shares; 2026Q2: 83,333 shares 83,333 $4.58M 0.01% -1,204 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,937 shares; 2025Q3: 102,424 shares; 2025Q4: 133,751 shares; 2026Q1: 106,678 shares; 2026Q2: 109,423 shares 109,423 $4.58M 0.01% +2,745 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,997 shares; 2025Q1: 33,138 shares; 2025Q2: 34,872 shares; 2025Q3: 35,265 shares; 2025Q4: 32,840 shares; 2026Q1: 31,063 shares; 2026Q2: 31,051 shares 31,051 $4.56M 0.01% -12 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,925 shares; 2025Q1: 138,252 shares; 2025Q2: 141,925 shares; 2025Q3: 146,716 shares; 2025Q4: 89,048 shares; 2026Q1: 89,498 shares; 2026Q2: 75,601 shares 75,601 $4.56M 0.01% -13,897 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,188 shares; 2025Q1: 30,467 shares; 2025Q2: 31,693 shares; 2025Q3: 31,221 shares; 2025Q4: 30,424 shares; 2026Q1: 31,925 shares; 2026Q2: 32,310 shares 32,310 $4.56M 0.01% +385 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,484 shares; 2025Q1: 42,982 shares; 2025Q2: 43,909 shares; 2025Q3: 42,104 shares; 2025Q4: 39,676 shares; 2026Q1: 31,375 shares; 2026Q2: 37,409 shares 37,409 $4.56M 0.01% +6,034 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87,613 shares; 2025Q1: 96,595 shares; 2025Q2: 470,892 shares; 2025Q3: 169,348 shares; 2025Q4: 175,045 shares; 2026Q1: 175,243 shares; 2026Q2: 181,302 shares 181,302 $4.55M 0.01% +6,059 Timeline DES 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: 160,778 shares; 2025Q1: 153,237 shares; 2025Q2: 152,742 shares; 2025Q3: 144,249 shares; 2025Q4: 142,680 shares; 2026Q1: 114,540 shares; 2026Q2: 113,225 shares 113,225 $4.55M 0.01% -1,315 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,201 shares; 2025Q1: 44,584 shares; 2025Q2: 74,381 shares; 2025Q3: 89,424 shares; 2025Q4: 83,803 shares; 2026Q1: 112,375 shares; 2026Q2: 84,937 shares 84,937 $4.54M 0.01% -27,438 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,240 shares; 2025Q1: 18,354 shares; 2025Q2: 18,985 shares; 2025Q3: 28,797 shares; 2025Q4: 38,854 shares; 2026Q1: 44,220 shares; 2026Q2: 25,988 shares 25,988 $4.54M 0.01% -18,232 Timeline IGLB 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: 22,175 shares; 2025Q1: 23,665 shares; 2025Q2: 22,629 shares; 2025Q3: 26,376 shares; 2025Q4: 27,450 shares; 2026Q1: 66,207 shares; 2026Q2: 92,595 shares 92,595 $4.53M 0.01% +26,388 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,277 shares; 2025Q1: 4,209 shares; 2025Q2: 3,580 shares; 2025Q3: 3,144 shares; 2025Q4: 6,475 shares; 2026Q1: 7,242 shares; 2026Q2: 13,989 shares 13,989 $4.53M 0.01% +6,747 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,960 shares; 2025Q1: 53,303 shares; 2025Q2: 50,297 shares; 2025Q3: 53,791 shares; 2025Q4: 63,523 shares; 2026Q1: 50,211 shares; 2026Q2: 59,149 shares 59,149 $4.5M 0.01% +8,938 Timeline QDF 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: 123,326 shares; 2025Q1: 135,065 shares; 2025Q2: 123,936 shares; 2025Q3: 117,622 shares; 2025Q4: 108,121 shares; 2026Q1: 52,056 shares; 2026Q2: 49,637 shares 49,637 $4.5M 0.01% -2,419 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,740 shares; 2025Q1: 162,310 shares; 2025Q2: 236,774 shares; 2025Q3: 246,115 shares; 2025Q4: 220,694 shares; 2026Q1: 186,479 shares; 2026Q2: 191,575 shares 191,575 $4.49M 0.01% +5,096 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,761 shares; 2025Q1: 37,945 shares; 2025Q2: 35,757 shares; 2025Q3: 22,847 shares; 2025Q4: 55,889 shares; 2026Q1: 74,730 shares; 2026Q2: 77,644 shares 77,644 $4.48M 0.01% +2,914 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,932 shares; 2025Q1: 31,964 shares; 2025Q2: 31,687 shares; 2025Q3: 31,648 shares; 2025Q4: 27,081 shares; 2026Q1: 20,751 shares; 2026Q2: 27,277 shares 27,277 $4.48M 0.01% +6,526 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 133,991 shares; 2026Q2: 167,206 shares 167,206 $4.47M 0.01% +33,215 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,778 shares; 2025Q1: 34,107 shares; 2025Q2: 49,812 shares; 2025Q3: 53,095 shares; 2025Q4: 58,636 shares; 2026Q1: 40,234 shares; 2026Q2: 41,666 shares 41,666 $4.46M 0.01% +1,432 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,239 shares; 2025Q3: 14,286 shares; 2025Q4: 26,243 shares; 2026Q1: 44,382 shares; 2026Q2: 47,724 shares 47,724 $4.46M 0.01% +3,342 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,162 shares; 2025Q1: 33,864 shares; 2025Q2: 26,947 shares; 2025Q3: 25,672 shares; 2025Q4: 24,414 shares; 2026Q1: 24,432 shares; 2026Q2: 24,307 shares 24,307 $4.46M 0.01% -125 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,641 shares; 2025Q1: 74,741 shares; 2025Q2: 74,861 shares; 2025Q3: 81,801 shares; 2025Q4: 62,028 shares; 2026Q1: 53,152 shares; 2026Q2: 58,572 shares 58,572 $4.46M 0.01% +5,420 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,362 shares; 2025Q1: 58,380 shares; 2025Q2: 72,420 shares; 2025Q3: 70,975 shares; 2025Q4: 82,623 shares; 2026Q1: 106,888 shares; 2026Q2: 102,210 shares 102,210 $4.45M 0.01% -4,678 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,271 shares; 2025Q1: 10,271 shares; 2025Q2: not reported; 2025Q3: 12,791 shares; 2025Q4: 170,272 shares; 2026Q1: 145,817 shares; 2026Q2: 145,375 shares 145,375 $4.44M 0.01% -442 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,176 shares; 2025Q1: 28,934 shares; 2025Q2: 28,258 shares; 2025Q3: 28,584 shares; 2025Q4: 41,599 shares; 2026Q1: 32,129 shares; 2026Q2: 19,872 shares 19,872 $4.42M 0.01% -12,257 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,157 shares; 2025Q1: 101,311 shares; 2025Q2: 90,481 shares; 2025Q3: 80,796 shares; 2025Q4: 59,183 shares; 2026Q1: 43,647 shares; 2026Q2: 52,536 shares 52,536 $4.41M 0.01% +8,889 Timeline IBDS 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: 107,813 shares; 2025Q1: 155,606 shares; 2025Q2: 156,452 shares; 2025Q3: 122,872 shares; 2025Q4: 124,676 shares; 2026Q1: 144,099 shares; 2026Q2: 182,351 shares 182,351 $4.4M 0.01% +38,252 Timeline GVI 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: 11,422 shares; 2025Q1: 85,949 shares; 2025Q2: 84,234 shares; 2025Q3: 82,925 shares; 2025Q4: 84,106 shares; 2026Q1: 48,995 shares; 2026Q2: 41,642 shares 41,642 $4.39M 0.01% -7,353 Timeline IBDV 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: 69,172 shares; 2025Q1: 80,444 shares; 2025Q2: 156,676 shares; 2025Q3: 169,448 shares; 2025Q4: 181,404 shares; 2026Q1: 150,524 shares; 2026Q2: 202,809 shares 202,809 $4.39M 0.01% +52,285 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,612 shares; 2025Q1: 38,340 shares; 2025Q2: 53,319 shares; 2025Q3: 56,283 shares; 2025Q4: 63,483 shares; 2026Q1: 111,590 shares; 2026Q2: 116,044 shares 116,044 $4.39M 0.01% +4,454 Timeline IWY 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: 42,072 shares; 2025Q1: 47,357 shares; 2025Q2: 42,675 shares; 2025Q3: 40,059 shares; 2025Q4: 39,453 shares; 2026Q1: 25,066 shares; 2026Q2: 15,097 shares 15,097 $4.39M 0.01% -9,969 Timeline ESSC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,501 shares; 2026Q1: 111,985 shares; 2026Q2: 140,189 shares 140,189 $4.38M 0.01% +28,204 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 215,771 shares; 2025Q1: 200,310 shares; 2025Q2: 189,571 shares; 2025Q3: 176,819 shares; 2025Q4: 142,087 shares; 2026Q1: 174,273 shares; 2026Q2: 85,740 shares 85,740 $4.37M 0.01% -88,533 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,372 shares; 2025Q1: 16,597 shares; 2025Q2: 28,784 shares; 2025Q3: 36,479 shares; 2025Q4: 52,051 shares; 2026Q1: 66,115 shares; 2026Q2: 59,992 shares 59,992 $4.37M 0.01% -6,123 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200,627 shares; 2025Q1: 221,774 shares; 2025Q2: 204,462 shares; 2025Q3: 145,914 shares; 2025Q4: 153,836 shares; 2026Q1: 123,775 shares; 2026Q2: 177,016 shares 177,016 $4.37M 0.01% +53,241 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,281 shares; 2025Q1: 3,719 shares; 2025Q2: 3,412 shares; 2025Q3: 3,506 shares; 2025Q4: 3,726 shares; 2026Q1: 13,124 shares; 2026Q2: 13,517 shares 13,517 $4.36M 0.01% +393 Timeline DSI 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: 23,967 shares; 2025Q1: 20,678 shares; 2025Q2: 20,236 shares; 2025Q3: 22,811 shares; 2025Q4: 21,995 shares; 2026Q1: 13,416 shares; 2026Q2: 30,473 shares 30,473 $4.35M 0.01% +17,057 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,894 shares; 2025Q1: 41,715 shares; 2025Q2: 49,255 shares; 2025Q3: 50,159 shares; 2025Q4: 42,651 shares; 2026Q1: 43,791 shares; 2026Q2: 45,580 shares 45,580 $4.35M 0.01% +1,789 Timeline DVYE 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: 28,655 shares; 2025Q1: 31,581 shares; 2025Q2: 47,050 shares; 2025Q3: 88,647 shares; 2025Q4: 100,700 shares; 2026Q1: 121,127 shares; 2026Q2: 130,908 shares 130,908 $4.35M 0.01% +9,781 Timeline IHDG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,518 shares; 2025Q4: 129,998 shares; 2026Q1: 89,837 shares; 2026Q2: 82,849 shares 82,849 $4.35M 0.01% -6,988 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,279 shares; 2025Q1: 59,444 shares; 2025Q2: 60,701 shares; 2025Q3: 62,945 shares; 2025Q4: 66,996 shares; 2026Q1: 43,099 shares; 2026Q2: 43,972 shares 43,972 $4.34M 0.01% +873 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,630 shares; 2025Q3: 39,795 shares; 2025Q4: 40,306 shares; 2026Q1: 50,271 shares; 2026Q2: 90,689 shares 90,689 $4.34M 0.01% +40,418 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,360 shares; 2025Q1: 157,136 shares; 2025Q2: 118,737 shares; 2025Q3: 111,797 shares; 2025Q4: 107,318 shares; 2026Q1: 82,825 shares; 2026Q2: 86,392 shares 86,392 $4.34M 0.01% +3,567 Timeline ICVT 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: 70,768 shares; 2025Q1: 66,921 shares; 2025Q2: 64,062 shares; 2025Q3: 68,516 shares; 2025Q4: 64,421 shares; 2026Q1: 37,277 shares; 2026Q2: 36,756 shares 36,756 $4.33M 0.01% -521 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,150 shares; 2025Q4: 185,011 shares; 2026Q1: 228,926 shares; 2026Q2: 288,976 shares 288,976 $4.33M 0.01% +60,050 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,181 shares; 2025Q1: 108,988 shares; 2025Q2: 120,832 shares; 2025Q3: 121,222 shares; 2025Q4: 134,640 shares; 2026Q1: 113,934 shares; 2026Q2: 75,744 shares 75,744 $4.31M 0.01% -38,190 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,258 shares; 2025Q1: 28,933 shares; 2025Q2: 28,482 shares; 2025Q3: 31,782 shares; 2025Q4: 36,837 shares; 2026Q1: 36,977 shares; 2026Q2: 29,250 shares 29,250 $4.31M 0.01% -7,727 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,805 shares; 2025Q1: 22,481 shares; 2025Q2: 37,439 shares; 2025Q3: 26,812 shares; 2025Q4: 40,657 shares; 2026Q1: 68,653 shares; 2026Q2: 74,843 shares 74,843 $4.29M 0.01% +6,190 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,041 shares; 2025Q1: 81,733 shares; 2025Q2: 615,706 shares; 2025Q3: 92,273 shares; 2025Q4: 64,098 shares; 2026Q1: 71,036 shares; 2026Q2: 123,072 shares 123,072 $4.29M 0.01% +52,036 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 164,857 shares; 2025Q1: 55,071 shares; 2025Q2: 262,037 shares; 2025Q3: 587,154 shares; 2025Q4: 219,149 shares; 2026Q1: 427,701 shares; 2026Q2: 341,825 shares 341,825 $4.28M 0.01% -85,876 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 136,137 shares; 2025Q1: not reported; 2025Q2: 128,961 shares; 2025Q3: 129,299 shares; 2025Q4: 130,360 shares; 2026Q1: 71,436 shares; 2026Q2: 67,623 shares 67,623 $4.27M 0.01% -3,813 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,446 shares; 2025Q1: 23,344 shares; 2025Q2: 111,960 shares; 2025Q3: 125,781 shares; 2025Q4: 46,094 shares; 2026Q1: 86,729 shares; 2026Q2: 176,802 shares 176,802 $4.27M 0.01% +90,073 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,023 shares; 2025Q4: 36,192 shares; 2026Q1: 33,368 shares; 2026Q2: 45,665 shares 45,665 $4.27M 0.01% +12,297 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 349,884 shares; 2025Q1: 347,528 shares; 2025Q2: 529,236 shares; 2025Q3: 514,524 shares; 2025Q4: 322,312 shares; 2026Q1: 201,654 shares; 2026Q2: 196,421 shares 196,421 $4.25M 0.01% -5,233 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,744 shares; 2025Q1: 21,941 shares; 2025Q2: 134,480 shares; 2025Q3: 146,452 shares; 2025Q4: 146,261 shares; 2026Q1: 124,315 shares; 2026Q2: 116,778 shares 116,778 $4.25M 0.01% -7,537 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,914 shares; 2025Q1: 85,638 shares; 2025Q2: 83,724 shares; 2025Q3: 81,768 shares; 2025Q4: 74,724 shares; 2026Q1: 52,083 shares; 2026Q2: 40,204 shares 40,204 $4.25M 0.01% -11,879 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 113,068 shares; 2025Q2: not reported; 2025Q3: 8,340 shares; 2025Q4: 11,462 shares; 2026Q1: 16,097 shares; 2026Q2: 153,751 shares 153,751 $4.25M 0.01% +137,654 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,429 shares; 2025Q1: 55,590 shares; 2025Q2: 50,448 shares; 2025Q3: 48,551 shares; 2025Q4: 49,830 shares; 2026Q1: 33,114 shares; 2026Q2: 30,473 shares 30,473 $4.23M 0.01% -2,641 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180,793 shares; 2025Q1: 168,828 shares; 2025Q2: 159,224 shares; 2025Q3: 163,360 shares; 2025Q4: 169,820 shares; 2026Q1: 128,440 shares; 2026Q2: 142,435 shares 142,435 $4.23M 0.01% +13,995 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,599 shares; 2026Q1: 64,507 shares; 2026Q2: 75,391 shares 75,391 $4.22M 0.01% +10,884 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,014 shares; 2025Q1: 3,099 shares; 2025Q2: 3,609 shares; 2025Q3: 4,730 shares; 2025Q4: 9,882 shares; 2026Q1: 15,905 shares; 2026Q2: 21,876 shares 21,876 $4.22M 0.01% +5,971 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,799 shares; 2025Q1: 20,518 shares; 2025Q2: 18,424 shares; 2025Q3: 24,452 shares; 2025Q4: 25,819 shares; 2026Q1: 36,211 shares; 2026Q2: 41,925 shares 41,925 $4.22M 0.01% +5,714 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,130 shares; 2025Q1: 76,378 shares; 2025Q2: 122,992 shares; 2025Q3: 88,501 shares; 2025Q4: 107,725 shares; 2026Q1: 109,480 shares; 2026Q2: 139,914 shares 139,914 $4.21M 0.01% +30,434 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 173,812 shares; 2025Q1: 172,920 shares; 2025Q2: 199,482 shares; 2025Q3: 194,432 shares; 2025Q4: 193,500 shares; 2026Q1: 146,211 shares; 2026Q2: 153,941 shares 153,941 $4.21M 0.01% +7,730 Timeline EWJ 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: 15,033 shares; 2025Q1: 13,253 shares; 2025Q2: 17,332 shares; 2025Q3: 17,504 shares; 2025Q4: 36,039 shares; 2026Q1: 38,669 shares; 2026Q2: 44,546 shares 44,546 $4.21M 0.01% +5,877 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,839 shares; 2025Q1: 138,258 shares; 2025Q2: 150,193 shares; 2025Q3: 147,097 shares; 2025Q4: 144,845 shares; 2026Q1: 76,268 shares; 2026Q2: 84,781 shares 84,781 $4.21M 0.01% +8,513 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 163,282 shares; 2025Q1: 182,007 shares; 2025Q2: 182,832 shares; 2025Q3: 181,383 shares; 2025Q4: 152,823 shares; 2026Q1: 164,667 shares; 2026Q2: 166,558 shares 166,558 $4.21M 0.01% +1,891 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,652 shares; 2025Q1: 24,749 shares; 2025Q2: 35,779 shares; 2025Q3: 33,624 shares; 2025Q4: 38,656 shares; 2026Q1: 31,742 shares; 2026Q2: 37,120 shares 37,120 $4.2M 0.01% +5,378 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,485 shares; 2025Q1: 29,103 shares; 2025Q2: 27,674 shares; 2025Q3: 28,844 shares; 2025Q4: 28,878 shares; 2026Q1: 26,322 shares; 2026Q2: 30,967 shares 30,967 $4.19M 0.01% +4,645 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,771 shares; 2025Q1: 10,092 shares; 2025Q2: 10,546 shares; 2025Q3: 10,812 shares; 2025Q4: 12,207 shares; 2026Q1: 9,531 shares; 2026Q2: 15,297 shares 15,297 $4.18M 0.01% +5,766 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89,180 shares; 2025Q1: 105,272 shares; 2025Q2: 105,472 shares; 2025Q3: 142,898 shares; 2025Q4: 140,881 shares; 2026Q1: 81,086 shares; 2026Q2: 74,804 shares 74,804 $4.16M 0.01% -6,282 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,094 shares; 2025Q1: 66,931 shares; 2025Q2: 52,002 shares; 2025Q3: 10,657 shares; 2025Q4: 37,702 shares; 2026Q1: 52,015 shares; 2026Q2: 42,913 shares 42,913 $4.15M 0.01% -9,102 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 188,752 shares; 2025Q1: 212,275 shares; 2025Q2: 209,852 shares; 2025Q3: 227,080 shares; 2025Q4: 241,378 shares; 2026Q1: 63,114 shares; 2026Q2: 76,439 shares 76,439 $4.14M 0.01% +13,325 Timeline IQLT 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: 91,456 shares; 2025Q1: 80,045 shares; 2025Q2: 81,911 shares; 2025Q3: 83,595 shares; 2025Q4: 84,620 shares; 2026Q1: 78,777 shares; 2026Q2: 83,084 shares 83,084 $4.12M 0.01% +4,307 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,501 shares; 2025Q2: 1,728 shares; 2025Q3: 3,158 shares; 2025Q4: 4,443 shares; 2026Q1: 7,505 shares; 2026Q2: 13,753 shares 13,753 $4.11M 0.01% +6,248 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,519 shares; 2025Q1: 72,049 shares; 2025Q2: 88,317 shares; 2025Q3: 102,091 shares; 2025Q4: 109,483 shares; 2026Q1: 62,770 shares; 2026Q2: 76,450 shares 76,450 $4.11M 0.01% +13,680 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,150 shares; 2025Q1: 9,803 shares; 2025Q2: 9,888 shares; 2025Q3: 27,461 shares; 2025Q4: 47,149 shares; 2026Q1: 63,475 shares; 2026Q2: 98,472 shares 98,472 $4.1M 0.01% +34,997 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,105 shares; 2025Q1: 13,724 shares; 2025Q2: 29,093 shares; 2025Q3: 24,211 shares; 2025Q4: 24,262 shares; 2026Q1: 28,642 shares; 2026Q2: 38,571 shares 38,571 $4.1M 0.01% +9,929 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,102 shares; 2025Q1: 4,334 shares; 2025Q2: 5,429 shares; 2025Q3: 6,175 shares; 2025Q4: 9,357 shares; 2026Q1: 10,439 shares; 2026Q2: 18,651 shares 18,651 $4.1M 0.01% +8,212 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,101 shares; 2025Q1: 63,168 shares; 2025Q2: 63,740 shares; 2025Q3: 59,772 shares; 2025Q4: 43,879 shares; 2026Q1: 43,821 shares; 2026Q2: 117,393 shares 117,393 $4.1M 0.01% +73,572 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,467 shares; 2025Q1: 4,804 shares; 2025Q2: 5,251 shares; 2025Q3: 5,577 shares; 2025Q4: 6,353 shares; 2026Q1: 6,979 shares; 2026Q2: 5,987 shares 5,987 $4.08M 0.01% -992 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,305 shares; 2025Q1: 96,574 shares; 2025Q2: 108,481 shares; 2025Q3: 109,557 shares; 2025Q4: 107,364 shares; 2026Q1: 103,261 shares; 2026Q2: 112,313 shares 112,313 $4.08M 0.01% +9,052 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,432 shares; 2025Q1: 42,602 shares; 2025Q2: 40,882 shares; 2025Q3: 41,616 shares; 2025Q4: 43,041 shares; 2026Q1: 40,527 shares; 2026Q2: 42,057 shares 42,057 $4.07M 0.01% +1,530 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,147 shares; 2025Q1: 26,920 shares; 2025Q2: 31,082 shares; 2025Q3: 40,323 shares; 2025Q4: 43,467 shares; 2026Q1: 52,273 shares; 2026Q2: 55,828 shares 55,828 $4.07M 0.01% +3,555 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,351 shares; 2025Q1: 8,693 shares; 2025Q2: 9,008 shares; 2025Q3: 10,124 shares; 2025Q4: 12,931 shares; 2026Q1: 13,187 shares; 2026Q2: 20,733 shares 20,733 $4.06M 0.01% +7,546 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,157 shares; 2025Q1: 20,610 shares; 2025Q2: 7,406 shares; 2025Q3: not reported; 2025Q4: 23,755 shares; 2026Q1: 54,061 shares; 2026Q2: 89,240 shares 89,240 $4.06M 0.01% +35,179 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,338 shares; 2025Q1: 15,950 shares; 2025Q2: 29,354 shares; 2025Q3: 38,489 shares; 2025Q4: 39,578 shares; 2026Q1: 34,165 shares; 2026Q2: 113,628 shares 113,628 $4.06M 0.01% +79,463 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,179 shares; 2025Q1: 17,490 shares; 2025Q2: 17,643 shares; 2025Q3: 17,790 shares; 2025Q4: 24,581 shares; 2026Q1: 25,213 shares; 2026Q2: 11,397 shares 11,397 $4.06M 0.01% -13,816 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 8,017 shares; 2025Q2: 10,586 shares; 2025Q3: 40,419 shares; 2025Q4: 39,662 shares; 2026Q1: 39,879 shares; 2026Q2: 41,598 shares 41,598 $4.05M 0.01% +1,719 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,537 shares; 2025Q1: 86,506 shares; 2025Q2: 88,539 shares; 2025Q3: 92,937 shares; 2025Q4: 92,146 shares; 2026Q1: 54,012 shares; 2026Q2: 52,877 shares 52,877 $4.05M 0.01% -1,135 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355,233 shares; 2025Q4: 384,593 shares; 2026Q1: 219,441 shares; 2026Q2: 90,101 shares 90,101 $4.05M 0.01% -129,340 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,490 shares; 2025Q1: 113,117 shares; 2025Q2: 102,704 shares; 2025Q3: 95,789 shares; 2025Q4: 79,102 shares; 2026Q1: 218,901 shares; 2026Q2: 221,591 shares 221,591 $4.05M 0.01% +2,690 Timeline IBDT 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: 69,764 shares; 2025Q1: 130,904 shares; 2025Q2: 135,326 shares; 2025Q3: 122,065 shares; 2025Q4: 128,070 shares; 2026Q1: 119,470 shares; 2026Q2: 160,511 shares 160,511 $4.04M 0.01% +41,041 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 296,181 shares; 2025Q1: 363,582 shares; 2025Q2: 343,747 shares; 2025Q3: 198,177 shares; 2025Q4: 181,482 shares; 2026Q1: 177,755 shares; 2026Q2: 177,344 shares 177,344 $4.01M 0.01% -411 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,154 shares; 2025Q1: 76,070 shares; 2025Q2: 71,354 shares; 2025Q3: 125,525 shares; 2025Q4: 125,781 shares; 2026Q1: 155,082 shares; 2026Q2: 174,921 shares 174,921 $4M 0.01% +19,839 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,015 shares; 2025Q1: 144,881 shares; 2025Q2: 164,140 shares; 2025Q3: 154,661 shares; 2025Q4: 197,557 shares; 2026Q1: 191,408 shares; 2026Q2: 286,041 shares 286,041 $3.99M 0.01% +94,633 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 74,510 shares; 2025Q1: 74,846 shares; 2025Q2: 75,161 shares; 2025Q3: 76,183 shares; 2025Q4: 90,668 shares; 2026Q1: 79,664 shares; 2026Q2: 82,384 shares 82,384 $3.99M 0.01% +2,720 Timeline VLUE 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: 24,403 shares; 2025Q1: 24,244 shares; 2025Q2: 23,798 shares; 2025Q3: 21,971 shares; 2025Q4: 21,856 shares; 2026Q1: 18,696 shares; 2026Q2: 20,332 shares 20,332 $3.97M 0.01% +1,636 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,776 shares; 2025Q1: 7,923 shares; 2025Q2: 8,447 shares; 2025Q3: 8,623 shares; 2025Q4: 9,425 shares; 2026Q1: 12,723 shares; 2026Q2: 13,398 shares 13,398 $3.95M 0.01% +675 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,268 shares; 2025Q1: 20,174 shares; 2025Q2: 22,176 shares; 2025Q3: 21,158 shares; 2025Q4: 21,637 shares; 2026Q1: 20,298 shares; 2026Q2: 21,810 shares 21,810 $3.93M 0.01% +1,512 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,687 shares; 2025Q1: 17,354 shares; 2025Q2: 31,214 shares; 2025Q3: 49,336 shares; 2025Q4: 137,087 shares; 2026Q1: 150,508 shares; 2026Q2: 84,075 shares 84,075 $3.93M 0.01% -66,433 Timeline EMB 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: 111,712 shares; 2025Q1: 84,795 shares; 2025Q2: 87,942 shares; 2025Q3: 89,190 shares; 2025Q4: 97,900 shares; 2026Q1: 38,930 shares; 2026Q2: 40,749 shares 40,749 $3.91M 0.01% +1,819 Timeline IGM 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: 46,676 shares; 2025Q1: 37,620 shares; 2025Q2: 25,154 shares; 2025Q3: 36,675 shares; 2025Q4: 30,676 shares; 2026Q1: 27,073 shares; 2026Q2: 24,176 shares 24,176 $3.91M 0.01% -2,897 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,396 shares; 2025Q1: 49,062 shares; 2025Q2: 41,403 shares; 2025Q3: 54,951 shares; 2025Q4: 56,877 shares; 2026Q1: 52,411 shares; 2026Q2: 54,776 shares 54,776 $3.88M 0.01% +2,365 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 524,158 shares; 2025Q1: 502,872 shares; 2025Q2: 464,815 shares; 2025Q3: 464,126 shares; 2025Q4: 443,273 shares; 2026Q1: 375,515 shares; 2026Q2: 356,176 shares 356,176 $3.86M 0.01% -19,339 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,824 shares; 2025Q3: 79,452 shares; 2025Q4: 89,986 shares; 2026Q1: 84,043 shares; 2026Q2: 91,936 shares 91,936 $3.86M 0.01% +7,893 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,079 shares; 2025Q1: 114,929 shares; 2025Q2: 96,474 shares; 2025Q3: 108,001 shares; 2025Q4: 164,666 shares; 2026Q1: 319,162 shares; 2026Q2: 251,059 shares 251,059 $3.85M 0.01% -68,103 Timeline SUSC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,906 shares; 2025Q4: not reported; 2026Q1: 98,579 shares; 2026Q2: 168,242 shares 168,242 $3.85M 0.01% +69,663 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,154 shares; 2025Q1: 84,312 shares; 2025Q2: 302,908 shares; 2025Q3: 301,794 shares; 2025Q4: 304,203 shares; 2026Q1: 267,488 shares; 2026Q2: 107,577 shares 107,577 $3.83M 0.01% -159,911 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,410 shares; 2025Q1: 105,928 shares; 2025Q2: 25,553 shares; 2025Q3: 218,193 shares; 2025Q4: 37,472 shares; 2026Q1: 35,351 shares; 2026Q2: 39,760 shares 39,760 $3.82M 0.01% +4,409 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,373 shares; 2025Q1: 68,693 shares; 2025Q2: 22,421 shares; 2025Q3: 26,947 shares; 2025Q4: 31,591 shares; 2026Q1: 53,040 shares; 2026Q2: 91,266 shares 91,266 $3.82M 0.01% +38,226 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,468 shares; 2025Q1: 13,843 shares; 2025Q2: 33,774 shares; 2025Q3: 36,448 shares; 2025Q4: 35,802 shares; 2026Q1: 58,375 shares; 2026Q2: 66,609 shares 66,609 $3.81M 0.01% +8,234 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,184 shares; 2025Q1: 5,883 shares; 2025Q2: 11,429 shares; 2025Q3: 10,287 shares; 2025Q4: 27,536 shares; 2026Q1: 13,543 shares; 2026Q2: 53,697 shares 53,697 $3.81M 0.01% +40,154 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 706,345 shares; 2025Q1: 515,882 shares; 2025Q2: 456,200 shares; 2025Q3: 386,780 shares; 2025Q4: 353,713 shares; 2026Q1: 198,206 shares; 2026Q2: 176,774 shares 176,774 $3.8M 0.01% -21,432 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 291,626 shares; 2025Q1: 296,637 shares; 2025Q2: 299,200 shares; 2025Q3: 315,129 shares; 2025Q4: 331,346 shares; 2026Q1: 160,822 shares; 2026Q2: 154,856 shares 154,856 $3.8M 0.01% -5,966 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,101 shares; 2025Q1: 15,552 shares; 2025Q2: 18,379 shares; 2025Q3: 15,816 shares; 2025Q4: 32,353 shares; 2026Q1: 69,102 shares; 2026Q2: 68,112 shares 68,112 $3.79M 0.01% -990 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,486 shares; 2025Q1: 15,424 shares; 2025Q2: 16,208 shares; 2025Q3: 21,900 shares; 2025Q4: 23,953 shares; 2026Q1: 18,862 shares; 2026Q2: 38,138 shares 38,138 $3.79M 0.01% +19,276 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 264,785 shares; 2025Q1: 282,317 shares; 2025Q2: 332,384 shares; 2025Q3: 341,695 shares; 2025Q4: 340,480 shares; 2026Q1: 290,482 shares; 2026Q2: 274,940 shares 274,940 $3.78M 0.01% -15,542 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,519 shares; 2026Q2: 30,169 shares 30,169 $3.78M 0.01% -1,350 PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,775 shares; 2025Q1: 35,082 shares; 2025Q2: 32,969 shares; 2025Q3: 31,803 shares; 2025Q4: 35,827 shares; 2026Q1: 28,934 shares; 2026Q2: 36,816 shares 36,816 $3.77M 0.01% +7,882 Timeline SLQD 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: 48,238 shares; 2025Q1: 51,194 shares; 2025Q2: 65,546 shares; 2025Q3: 89,796 shares; 2025Q4: 86,584 shares; 2026Q1: 71,392 shares; 2026Q2: 75,134 shares 75,134 $3.77M 0.01% +3,742 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,605 shares; 2025Q1: 15,739 shares; 2025Q2: 48,152 shares; 2025Q3: 59,642 shares; 2025Q4: 87,550 shares; 2026Q1: 74,623 shares; 2026Q2: 93,311 shares 93,311 $3.76M 0.01% +18,688 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,467 shares; 2025Q1: 28,780 shares; 2025Q2: 30,873 shares; 2025Q3: 33,670 shares; 2025Q4: 38,980 shares; 2026Q1: 38,048 shares; 2026Q2: 52,542 shares 52,542 $3.76M 0.01% +14,494 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,315 shares; 2025Q1: 7,013 shares; 2025Q2: 6,703 shares; 2025Q3: 6,897 shares; 2025Q4: 7,726 shares; 2026Q1: 10,599 shares; 2026Q2: 40,371 shares 40,371 $3.76M 0.01% +29,772 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,048 shares; 2025Q1: 5,078 shares; 2025Q2: 16,495 shares; 2025Q3: 36,878 shares; 2025Q4: 40,776 shares; 2026Q1: 38,069 shares; 2026Q2: 75,010 shares 75,010 $3.75M 0.01% +36,941 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305,611 shares; 2025Q1: 148,302 shares; 2025Q2: 152,469 shares; 2025Q3: 107,168 shares; 2025Q4: 71,590 shares; 2026Q1: 77,120 shares; 2026Q2: 83,719 shares 83,719 $3.75M 0.01% +6,599 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,745 shares; 2025Q1: 62,690 shares; 2025Q2: 58,140 shares; 2025Q3: 52,455 shares; 2025Q4: 22,966 shares; 2026Q1: 15,459 shares; 2026Q2: 16,880 shares 16,880 $3.74M 0.01% +1,421 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,186 shares; 2025Q1: 2,579 shares; 2025Q2: 3,794 shares; 2025Q3: 5,595 shares; 2025Q4: 5,907 shares; 2026Q1: 7,733 shares; 2026Q2: 8,848 shares 8,848 $3.73M 0.01% +1,115 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,288 shares; 2025Q1: 195,819 shares; 2025Q2: 224,840 shares; 2025Q3: 276,349 shares; 2025Q4: 290,103 shares; 2026Q1: 49,763 shares; 2026Q2: 78,454 shares 78,454 $3.72M 0.01% +28,691 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,039 shares; 2025Q3: 18,780 shares; 2025Q4: 25,481 shares; 2026Q1: 21,629 shares; 2026Q2: 46,340 shares 46,340 $3.72M 0.01% +24,711 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,214 shares; 2025Q1: 61,748 shares; 2025Q2: 61,573 shares; 2025Q3: 129,115 shares; 2025Q4: 86,165 shares; 2026Q1: 53,823 shares; 2026Q2: 79,302 shares 79,302 $3.72M 0.01% +25,479 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,049 shares; 2025Q1: 4,218 shares; 2025Q2: 4,187 shares; 2025Q3: 4,010 shares; 2025Q4: 3,762 shares; 2026Q1: 8,899 shares; 2026Q2: 9,023 shares 9,023 $3.69M 0.01% +124 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,775 shares; 2025Q1: 67,930 shares; 2025Q2: 67,518 shares; 2025Q3: 67,925 shares; 2025Q4: 66,507 shares; 2026Q1: 52,643 shares; 2026Q2: 49,253 shares 49,253 $3.68M 0.01% -3,390 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,792 shares; 2025Q1: 7,749 shares; 2025Q2: 22,247 shares; 2025Q3: 27,795 shares; 2025Q4: 23,405 shares; 2026Q1: 25,799 shares; 2026Q2: 25,381 shares 25,381 $3.67M 0.01% -418 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,347 shares; 2025Q1: 11,228 shares; 2025Q2: 11,553 shares; 2025Q3: 81,289 shares; 2025Q4: 78,044 shares; 2026Q1: 64,542 shares; 2026Q2: 62,891 shares 62,891 $3.67M 0.01% -1,651 Timeline IBDU 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: 94,106 shares; 2025Q1: 79,812 shares; 2025Q2: 74,454 shares; 2025Q3: 85,957 shares; 2025Q4: 92,427 shares; 2026Q1: 116,400 shares; 2026Q2: 159,049 shares 159,049 $3.67M 0.01% +42,649 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,706 shares; 2025Q1: 424,062 shares; 2025Q2: 394,589 shares; 2025Q3: 81,920 shares; 2025Q4: 57,169 shares; 2026Q1: 82,720 shares; 2026Q2: 84,661 shares 84,661 $3.66M 0.01% +1,941 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,383 shares; 2025Q1: 89,244 shares; 2025Q2: 90,474 shares; 2025Q3: 100,569 shares; 2025Q4: 105,326 shares; 2026Q1: 111,541 shares; 2026Q2: 112,939 shares 112,939 $3.66M 0.01% +1,398 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,138 shares; 2025Q1: 3,977 shares; 2025Q2: 4,253 shares; 2025Q3: 5,005 shares; 2025Q4: 4,840 shares; 2026Q1: 5,590 shares; 2026Q2: 6,199 shares 6,199 $3.65M 0.01% +609 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,366 shares; 2025Q1: 3,982 shares; 2025Q2: 3,842 shares; 2025Q3: 3,613 shares; 2025Q4: 3,748 shares; 2026Q1: 5,459 shares; 2026Q2: 17,323 shares 17,323 $3.65M 0.01% +11,864 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,488 shares; 2025Q1: 70,416 shares; 2025Q2: 80,187 shares; 2025Q3: 95,699 shares; 2025Q4: 103,822 shares; 2026Q1: 66,358 shares; 2026Q2: 79,367 shares 79,367 $3.64M 0.01% +13,009 Timeline BBC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,536 shares 68,536 $3.64M 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,559 shares; 2025Q1: 73,080 shares; 2025Q2: 75,593 shares; 2025Q3: 77,660 shares; 2025Q4: 82,375 shares; 2026Q1: 55,348 shares; 2026Q2: 44,555 shares 44,555 $3.64M 0.01% -10,793 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,249 shares; 2025Q1: 36,263 shares; 2025Q2: 40,274 shares; 2025Q3: 40,876 shares; 2025Q4: 42,518 shares; 2026Q1: 35,272 shares; 2026Q2: 42,447 shares 42,447 $3.64M 0.01% +7,175 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,164 shares; 2025Q1: 77,927 shares; 2025Q2: 77,292 shares; 2025Q3: 49,281 shares; 2025Q4: 40,956 shares; 2026Q1: 27,471 shares; 2026Q2: 40,316 shares 40,316 $3.64M 0.01% +12,845 Timeline SUSB 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: 153,715 shares; 2025Q1: 114,858 shares; 2025Q2: 115,992 shares; 2025Q3: 118,575 shares; 2025Q4: 122,380 shares; 2026Q1: 137,974 shares; 2026Q2: 146,040 shares 146,040 $3.63M 0.01% +8,066 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,965 shares; 2025Q1: 55,307 shares; 2025Q2: 91,546 shares; 2025Q3: 92,973 shares; 2025Q4: 150,960 shares; 2026Q1: 217,267 shares; 2026Q2: 197,829 shares 197,829 $3.63M 0.01% -19,438 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62,636 shares; 2025Q1: 72,865 shares; 2025Q2: 65,293 shares; 2025Q3: 72,644 shares; 2025Q4: 69,273 shares; 2026Q1: 28,339 shares; 2026Q2: 79,703 shares 79,703 $3.6M 0.01% +51,364 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 97,223 shares; 2025Q1: 86,408 shares; 2025Q2: 91,805 shares; 2025Q3: 89,929 shares; 2025Q4: 98,868 shares; 2026Q1: 77,068 shares; 2026Q2: 87,093 shares 87,093 $3.6M 0.01% +10,025 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142,198 shares; 2025Q1: 135,546 shares; 2025Q2: 134,937 shares; 2025Q3: 124,739 shares; 2025Q4: 123,277 shares; 2026Q1: 90,491 shares; 2026Q2: 91,733 shares 91,733 $3.59M 0.01% +1,242 Timeline EMXC 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: 37,716 shares; 2025Q1: 38,627 shares; 2025Q2: 42,104 shares; 2025Q3: 34,018 shares; 2025Q4: 38,986 shares; 2026Q1: 31,237 shares; 2026Q2: 36,501 shares 36,501 $3.59M 0.01% +5,264 Timeline IYH 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: 166,334 shares; 2025Q1: 91,279 shares; 2025Q2: 64,944 shares; 2025Q3: 63,558 shares; 2025Q4: 60,158 shares; 2026Q1: 53,391 shares; 2026Q2: 52,744 shares 52,744 $3.58M 0.01% -647 Timeline EYEG AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,026 shares; 2025Q1: 96,107 shares; 2025Q2: 112,029 shares; 2025Q3: 119,017 shares; 2025Q4: 157,702 shares; 2026Q1: 106,690 shares; 2026Q2: 102,481 shares 102,481 $3.57M 0.01% -4,209 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,538 shares; 2025Q2: 3,370 shares; 2025Q3: 6,247 shares; 2025Q4: 9,079 shares; 2026Q1: 8,130 shares; 2026Q2: 6,700 shares 6,700 $3.56M 0.01% -1,430 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,225 shares; 2025Q1: 10,747 shares; 2025Q2: 16,777 shares; 2025Q3: 40,057 shares; 2025Q4: 40,038 shares; 2026Q1: 36,643 shares; 2026Q2: 28,039 shares 28,039 $3.55M 0.01% -8,604 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,438 shares; 2025Q1: 5,849 shares; 2025Q2: 6,310 shares; 2025Q3: 6,843 shares; 2025Q4: 7,840 shares; 2026Q1: 6,781 shares; 2026Q2: 20,050 shares 20,050 $3.54M 0.01% +13,269 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,885 shares; 2025Q1: 11,753 shares; 2025Q2: 10,548 shares; 2025Q3: 11,234 shares; 2025Q4: 19,495 shares; 2026Q1: 29,848 shares; 2026Q2: 86,789 shares 86,789 $3.53M 0.01% +56,941 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,494 shares; 2025Q1: 29,391 shares; 2025Q2: 23,830 shares; 2025Q3: 29,333 shares; 2025Q4: 37,777 shares; 2026Q1: 31,295 shares; 2026Q2: 48,890 shares 48,890 $3.53M 0.01% +17,595 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 25,072 shares; 2025Q2: 29,515 shares; 2025Q3: 42,997 shares; 2025Q4: 34,047 shares; 2026Q1: 21,563 shares; 2026Q2: 25,314 shares 25,314 $3.53M 0.01% +3,751 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 48,364 shares; 2025Q2: 290,303 shares; 2025Q3: 51,177 shares; 2025Q4: 569,884 shares; 2026Q1: 40,221 shares; 2026Q2: 37,389 shares 37,389 $3.52M 0.01% -2,832 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,925 shares; 2025Q1: 5,139 shares; 2025Q2: 6,341 shares; 2025Q3: 8,433 shares; 2025Q4: 12,545 shares; 2026Q1: 11,417 shares; 2026Q2: 17,449 shares 17,449 $3.51M 0.01% +6,032 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,003 shares; 2025Q1: 52,042 shares; 2025Q2: 59,512 shares; 2025Q3: 63,924 shares; 2025Q4: 53,145 shares; 2026Q1: 62,448 shares; 2026Q2: 141,107 shares 141,107 $3.51M 0.01% +78,659 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 85,875 shares 85,875 $3.5M 0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142,921 shares; 2025Q1: 100,772 shares; 2025Q2: 49,070 shares; 2025Q3: 43,601 shares; 2025Q4: 39,662 shares; 2026Q1: 49,504 shares; 2026Q2: 52,445 shares 52,445 $3.5M 0.01% +2,941 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110,864 shares; 2025Q1: 103,738 shares; 2025Q2: 121,893 shares; 2025Q3: 105,081 shares; 2025Q4: 84,796 shares; 2026Q1: 137,792 shares; 2026Q2: 83,404 shares 83,404 $3.5M 0.01% -54,388 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,487 shares; 2025Q2: 5,789 shares; 2025Q3: 7,091 shares; 2025Q4: 8,307 shares; 2026Q1: 8,592 shares; 2026Q2: 9,028 shares 9,028 $3.48M 0.01% +436 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,752 shares; 2025Q1: 13,366 shares; 2025Q2: 24,807 shares; 2025Q3: 51,508 shares; 2025Q4: 51,373 shares; 2026Q1: 65,809 shares; 2026Q2: 157,376 shares 157,376 $3.47M 0.01% +91,567 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,865 shares; 2025Q1: 7,349 shares; 2025Q2: 30,337 shares; 2025Q3: 35,416 shares; 2025Q4: 35,407 shares; 2026Q1: 45,155 shares; 2026Q2: 47,623 shares 47,623 $3.45M 0.01% +2,468 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,772 shares; 2025Q1: 21,698 shares; 2025Q2: 21,676 shares; 2025Q3: 22,360 shares; 2025Q4: 22,763 shares; 2026Q1: 22,704 shares; 2026Q2: 22,457 shares 22,457 $3.45M 0.01% -247 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,595 shares; 2025Q1: 91,665 shares; 2025Q2: 136,417 shares; 2025Q3: 122,601 shares; 2025Q4: 69,094 shares; 2026Q1: 116,582 shares; 2026Q2: 121,642 shares 121,642 $3.44M 0.01% +5,060 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,292 shares; 2025Q1: 12,392 shares; 2025Q2: 59,196 shares; 2025Q3: 53,097 shares; 2025Q4: 47,541 shares; 2026Q1: 57,334 shares; 2026Q2: 54,830 shares 54,830 $3.44M 0.01% -2,504 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,633 shares; 2025Q1: 42,249 shares; 2025Q2: 39,416 shares; 2025Q3: 70,708 shares; 2025Q4: 77,626 shares; 2026Q1: 59,744 shares; 2026Q2: 76,701 shares 76,701 $3.44M 0.01% +16,957 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,499 shares; 2025Q1: 37,572 shares; 2025Q2: 19,663 shares; 2025Q3: 19,327 shares; 2025Q4: 19,568 shares; 2026Q1: 36,883 shares; 2026Q2: 48,082 shares 48,082 $3.42M 0.01% +11,199 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,509 shares; 2025Q1: 103,132 shares; 2025Q2: 123,338 shares; 2025Q3: 124,824 shares; 2025Q4: 131,174 shares; 2026Q1: 93,262 shares; 2026Q2: 77,506 shares 77,506 $3.42M 0.01% -15,756 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,630 shares; 2025Q1: 59,946 shares; 2025Q2: 74,670 shares; 2025Q3: 91,347 shares; 2025Q4: 88,829 shares; 2026Q1: 88,018 shares; 2026Q2: 96,716 shares 96,716 $3.41M 0.01% +8,698 Timeline IBTH 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: 591,169 shares; 2025Q1: 596,976 shares; 2025Q2: 595,846 shares; 2025Q3: 373,031 shares; 2025Q4: 277,747 shares; 2026Q1: 159,531 shares; 2026Q2: 152,629 shares 152,629 $3.41M 0.01% -6,902 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,143 shares; 2025Q1: 12,633 shares; 2025Q2: 18,419 shares; 2025Q3: 24,416 shares; 2025Q4: 39,572 shares; 2026Q1: 23,482 shares; 2026Q2: 29,641 shares 29,641 $3.39M 0.01% +6,159 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,453 shares; 2025Q1: 68,584 shares; 2025Q2: 60,712 shares; 2025Q3: 58,784 shares; 2025Q4: 69,379 shares; 2026Q1: 45,066 shares; 2026Q2: 44,602 shares 44,602 $3.39M 0.01% -464 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,318 shares; 2025Q1: 23,622 shares; 2025Q2: 25,821 shares; 2025Q3: 62,609 shares; 2025Q4: 60,442 shares; 2026Q1: 64,432 shares; 2026Q2: 76,370 shares 76,370 $3.38M 0.01% +11,938 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,467 shares; 2025Q1: 16,914 shares; 2025Q2: 16,253 shares; 2025Q3: 17,739 shares; 2025Q4: 67,093 shares; 2026Q1: 95,624 shares; 2026Q2: 78,640 shares 78,640 $3.37M 0.01% -16,984 Timeline AOM 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: 120,474 shares; 2025Q1: 115,224 shares; 2025Q2: 91,624 shares; 2025Q3: 91,917 shares; 2025Q4: 90,743 shares; 2026Q1: 68,471 shares; 2026Q2: 67,914 shares 67,914 $3.36M 0.01% -557 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,532 shares; 2025Q1: 37,689 shares; 2025Q2: 61,792 shares; 2025Q3: 105,015 shares; 2025Q4: 262,358 shares; 2026Q1: 161,549 shares; 2026Q2: 114,038 shares 114,038 $3.35M 0.01% -47,511 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 238,301 shares; 2025Q1: 209,269 shares; 2025Q2: 163,749 shares; 2025Q3: 189,499 shares; 2025Q4: 176,898 shares; 2026Q1: 84,423 shares; 2026Q2: 89,617 shares 89,617 $3.35M 0.01% +5,194 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 121,843 shares; 2025Q1: 112,275 shares; 2025Q2: 111,783 shares; 2025Q3: 110,342 shares; 2025Q4: 110,335 shares; 2026Q1: 106,275 shares; 2026Q2: 113,545 shares 113,545 $3.35M 0.01% +7,270 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,521 shares; 2025Q1: 55,815 shares; 2025Q2: 55,693 shares; 2025Q3: 55,448 shares; 2025Q4: 55,397 shares; 2026Q1: 42,320 shares; 2026Q2: 50,129 shares 50,129 $3.35M 0.01% +7,809 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,134 shares; 2025Q1: 7,677 shares; 2025Q2: 9,442 shares; 2025Q3: 11,213 shares; 2025Q4: 13,303 shares; 2026Q1: 22,729 shares; 2026Q2: 19,016 shares 19,016 $3.34M 0.01% -3,713 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,141 shares; 2025Q1: 57,934 shares; 2025Q2: 54,717 shares; 2025Q3: 52,245 shares; 2025Q4: 45,867 shares; 2026Q1: 49,397 shares; 2026Q2: 38,034 shares 38,034 $3.34M 0.01% -11,363 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,163 shares; 2025Q1: 27,417 shares; 2025Q2: 44,140 shares; 2025Q3: 43,443 shares; 2025Q4: 37,638 shares; 2026Q1: 37,470 shares; 2026Q2: 76,354 shares 76,354 $3.33M 0.01% +38,884 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,521 shares; 2026Q2: 112,301 shares 112,301 $3.33M 0.01% +780 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,524 shares; 2025Q1: 34,743 shares; 2025Q2: 24,632 shares; 2025Q3: 18,218 shares; 2025Q4: 21,327 shares; 2026Q1: 38,917 shares; 2026Q2: 53,380 shares 53,380 $3.32M 0.01% +14,463 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,253 shares; 2025Q1: 40,349 shares; 2025Q2: 57,131 shares; 2025Q3: 64,411 shares; 2025Q4: 73,818 shares; 2026Q1: 57,834 shares; 2026Q2: 69,293 shares 69,293 $3.32M 0.01% +11,459 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,786 shares; 2025Q1: 26,878 shares; 2025Q2: 25,255 shares; 2025Q3: 21,889 shares; 2025Q4: 79,749 shares; 2026Q1: 120,286 shares; 2026Q2: 364,640 shares 364,640 $3.32M 0.01% +244,354 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,654 shares; 2025Q1: 5,159 shares; 2025Q2: 6,811 shares; 2025Q3: 7,457 shares; 2025Q4: 8,056 shares; 2026Q1: 27,856 shares; 2026Q2: 28,189 shares 28,189 $3.32M 0.01% +333 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,467 shares; 2026Q1: 56,698 shares; 2026Q2: 67,415 shares 67,415 $3.32M 0.01% +10,717 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,172 shares; 2025Q1: 43,630 shares; 2025Q2: 35,019 shares; 2025Q3: 41,689 shares; 2025Q4: 51,139 shares; 2026Q1: 50,602 shares; 2026Q2: 77,929 shares 77,929 $3.31M 0.01% +27,327 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,881 shares; 2025Q1: 5,882 shares; 2025Q2: 10,476 shares; 2025Q3: 12,942 shares; 2025Q4: 12,120 shares; 2026Q1: 16,906 shares; 2026Q2: 22,081 shares 22,081 $3.29M 0.01% +5,175 Timeline BUFD 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: 26,626 shares; 2025Q1: 34,656 shares; 2025Q2: 18,853 shares; 2025Q3: 18,410 shares; 2025Q4: 28,966 shares; 2026Q1: 34,874 shares; 2026Q2: 110,056 shares 110,056 $3.29M 0.01% +75,182 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,056 shares; 2025Q1: 26,809 shares; 2025Q2: 58,786 shares; 2025Q3: 77,658 shares; 2025Q4: 102,058 shares; 2026Q1: 119,179 shares; 2026Q2: 63,055 shares 63,055 $3.29M 0.01% -56,124 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,658 shares; 2025Q2: 16,232 shares; 2025Q3: 21,932 shares; 2025Q4: 27,028 shares; 2026Q1: 16,473 shares; 2026Q2: 18,332 shares 18,332 $3.29M 0.01% +1,859 Timeline AVGV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,804 shares; 2026Q1: 37,718 shares; 2026Q2: 38,449 shares 38,449 $3.28M 0.01% +731 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,875 shares; 2025Q1: 38,037 shares; 2025Q2: 42,904 shares; 2025Q3: 40,780 shares; 2025Q4: 39,426 shares; 2026Q1: 28,670 shares; 2026Q2: 28,664 shares 28,664 $3.28M 0.01% -6 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 66,013 shares 66,013 $3.28M 0.01% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 178,324 shares; 2025Q1: 188,339 shares; 2025Q2: 171,968 shares; 2025Q3: 158,056 shares; 2025Q4: 151,349 shares; 2026Q1: 148,252 shares; 2026Q2: 134,772 shares 134,772 $3.28M 0.01% -13,480 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,932 shares; 2025Q1: 4,977 shares; 2025Q2: 4,073 shares; 2025Q3: 3,674 shares; 2025Q4: 3,693 shares; 2026Q1: 2,641 shares; 2026Q2: 2,532 shares 2,532 $3.27M 0.01% -109 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,763 shares; 2025Q1: 47,319 shares; 2025Q2: 66,018 shares; 2025Q3: 68,053 shares; 2025Q4: 86,137 shares; 2026Q1: 89,624 shares; 2026Q2: 138,590 shares 138,590 $3.25M 0.01% +48,966 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 603,648 shares; 2025Q1: 620,052 shares; 2025Q2: 555,314 shares; 2025Q3: 477,823 shares; 2025Q4: 280,653 shares; 2026Q1: 179,047 shares; 2026Q2: 165,719 shares 165,719 $3.23M 0.01% -13,328 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,279 shares; 2025Q1: 29,607 shares; 2025Q2: 31,742 shares; 2025Q3: 32,799 shares; 2025Q4: 31,182 shares; 2026Q1: 36,556 shares; 2026Q2: 42,657 shares 42,657 $3.22M 0.01% +6,101 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,943 shares; 2025Q1: 99,736 shares; 2025Q2: 96,572 shares; 2025Q3: 86,863 shares; 2025Q4: 84,618 shares; 2026Q1: 73,007 shares; 2026Q2: 66,534 shares 66,534 $3.22M 0.01% -6,473 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,727 shares; 2025Q1: 191,807 shares; 2025Q2: 137,890 shares; 2025Q3: 150,420 shares; 2025Q4: 163,467 shares; 2026Q1: 103,906 shares; 2026Q2: 104,486 shares 104,486 $3.22M 0.01% +580 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,518 shares; 2025Q1: 5,354 shares; 2025Q2: 7,340 shares; 2025Q3: 12,150 shares; 2025Q4: 8,488 shares; 2026Q1: not reported; 2026Q2: 29,355 shares 29,355 $3.21M 0.01% new Timeline IBDY 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: 29,609 shares; 2025Q1: 46,317 shares; 2025Q2: 50,686 shares; 2025Q3: 64,860 shares; 2025Q4: 67,546 shares; 2026Q1: 89,743 shares; 2026Q2: 125,678 shares 125,678 $3.21M 0.01% +35,935 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,645 shares; 2025Q1: 14,913 shares; 2025Q2: 58,190 shares; 2025Q3: 56,346 shares; 2025Q4: 94,999 shares; 2026Q1: 93,772 shares; 2026Q2: 118,326 shares 118,326 $3.21M 0.01% +24,554 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,546 shares; 2025Q1: 39,349 shares; 2025Q2: 40,663 shares; 2025Q3: 39,576 shares; 2025Q4: 38,165 shares; 2026Q1: 31,875 shares; 2026Q2: 32,404 shares 32,404 $3.21M 0.01% +529 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,353 shares; 2025Q1: 17,261 shares; 2025Q2: 47,268 shares; 2025Q3: 47,760 shares; 2025Q4: 32,727 shares; 2026Q1: 68,719 shares; 2026Q2: 74,825 shares 74,825 $3.2M 0.01% +6,106 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,144 shares; 2025Q1: 74,070 shares; 2025Q2: 70,716 shares; 2025Q3: 75,624 shares; 2025Q4: 70,116 shares; 2026Q1: 41,142 shares; 2026Q2: 39,843 shares 39,843 $3.2M 0.01% -1,299 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,164 shares; 2025Q4: 20,778 shares; 2026Q1: 6,194 shares; 2026Q2: 56,674 shares 56,674 $3.19M 0.01% +50,480 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 87,966 shares 87,966 $3.19M 0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,891 shares; 2025Q1: 53,134 shares; 2025Q2: 56,277 shares; 2025Q3: 52,852 shares; 2025Q4: 47,401 shares; 2026Q1: 32,105 shares; 2026Q2: 37,806 shares 37,806 $3.19M 0.01% +5,701 Timeline TFLO 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: 153,562 shares; 2025Q1: 146,529 shares; 2025Q2: 131,169 shares; 2025Q3: 138,599 shares; 2025Q4: 149,850 shares; 2026Q1: 54,910 shares; 2026Q2: 62,535 shares 62,535 $3.16M 0.01% +7,625 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,327 shares; 2025Q1: 50,646 shares; 2025Q2: 28,845 shares; 2025Q3: 22,626 shares; 2025Q4: 34,239 shares; 2026Q1: 26,030 shares; 2026Q2: 92,933 shares 92,933 $3.16M 0.01% +66,903 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146,629 shares; 2025Q1: 126,368 shares; 2025Q2: 107,470 shares; 2025Q3: 103,775 shares; 2025Q4: 101,869 shares; 2026Q1: 72,388 shares; 2026Q2: 69,306 shares 69,306 $3.16M 0.01% -3,082 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,320 shares; 2025Q1: 80,197 shares; 2025Q2: 79,314 shares; 2025Q3: 82,852 shares; 2025Q4: 88,489 shares; 2026Q1: 65,127 shares; 2026Q2: 64,596 shares 64,596 $3.16M 0.01% -531 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,502 shares; 2025Q3: 165,937 shares; 2025Q4: 172,179 shares; 2026Q1: 117,644 shares; 2026Q2: 130,930 shares 130,930 $3.15M 0.01% +13,286 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127,829 shares; 2025Q1: 132,525 shares; 2025Q2: 132,304 shares; 2025Q3: 133,195 shares; 2025Q4: 131,327 shares; 2026Q1: 83,967 shares; 2026Q2: 85,767 shares 85,767 $3.15M 0.01% +1,800 Timeline IBDX 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: 44,955 shares; 2025Q1: 37,753 shares; 2025Q2: 39,199 shares; 2025Q3: 53,273 shares; 2025Q4: 56,584 shares; 2026Q1: 91,033 shares; 2026Q2: 126,162 shares 126,162 $3.15M 0.01% +35,129 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,615 shares; 2025Q1: 30,825 shares; 2025Q2: 13,579 shares; 2025Q3: 15,087 shares; 2025Q4: 17,239 shares; 2026Q1: 14,179 shares; 2026Q2: 16,842 shares 16,842 $3.15M 0.01% +2,663 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,799 shares; 2025Q1: 12,839 shares; 2025Q2: 11,211 shares; 2025Q3: 34,135 shares; 2025Q4: 34,971 shares; 2026Q1: 31,161 shares; 2026Q2: 38,335 shares 38,335 $3.15M 0.01% +7,174 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,513 shares; 2025Q1: 2,482 shares; 2025Q2: 4,533 shares; 2025Q3: 6,705 shares; 2025Q4: 6,273 shares; 2026Q1: 8,390 shares; 2026Q2: 47,734 shares 47,734 $3.14M 0.01% +39,344 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,045 shares; 2025Q1: 18,055 shares; 2025Q2: 20,180 shares; 2025Q3: 21,331 shares; 2025Q4: 21,517 shares; 2026Q1: 38,579 shares; 2026Q2: 123,138 shares 123,138 $3.14M 0.01% +84,559 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,990 shares; 2025Q1: 43,817 shares; 2025Q2: 54,421 shares; 2025Q3: 58,757 shares; 2025Q4: 34,777 shares; 2026Q1: 16,159 shares; 2026Q2: 16,310 shares 16,310 $3.13M 0.01% +151 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,510 shares; 2025Q1: 13,765 shares; 2025Q2: 13,842 shares; 2025Q3: 13,991 shares; 2025Q4: 14,607 shares; 2026Q1: 71,136 shares; 2026Q2: 90,513 shares 90,513 $3.13M 0.01% +19,377 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,629 shares; 2025Q3: 66,897 shares; 2025Q4: 93,442 shares; 2026Q1: 83,017 shares; 2026Q2: 79,577 shares 79,577 $3.12M 0.01% -3,440 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,707 shares; 2025Q1: 3,350 shares; 2025Q2: 14,336 shares; 2025Q3: 11,481 shares; 2025Q4: 46,537 shares; 2026Q1: 56,172 shares; 2026Q2: 27,338 shares 27,338 $3.11M 0.01% -28,834 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,380 shares; 2025Q1: 21,514 shares; 2025Q2: 26,348 shares; 2025Q3: 26,346 shares; 2025Q4: 27,148 shares; 2026Q1: 22,061 shares; 2026Q2: 23,244 shares 23,244 $3.11M 0.01% +1,183 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,055 shares; 2025Q1: 28,462 shares; 2025Q2: 46,677 shares; 2025Q3: 39,138 shares; 2025Q4: 38,709 shares; 2026Q1: 62,138 shares; 2026Q2: 257,091 shares 257,091 $3.11M 0.01% +194,953 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305,583 shares; 2025Q1: 393,517 shares; 2025Q2: 355,708 shares; 2025Q3: 392,343 shares; 2025Q4: 336,154 shares; 2026Q1: 160,789 shares; 2026Q2: 165,280 shares 165,280 $3.1M 0.01% +4,491 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,592 shares; 2025Q1: 44,907 shares; 2025Q2: 40,940 shares; 2025Q3: 35,129 shares; 2025Q4: 38,074 shares; 2026Q1: 24,108 shares; 2026Q2: 27,373 shares 27,373 $3.1M 0.01% +3,265 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,438 shares; 2025Q1: 15,734 shares; 2025Q2: 11,954 shares; 2025Q3: 13,550 shares; 2025Q4: 52,512 shares; 2026Q1: 6,201 shares; 2026Q2: 7,907 shares 7,907 $3.1M 0.01% +1,706 Timeline EZU 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: 38,598 shares; 2025Q1: 35,938 shares; 2025Q2: 37,302 shares; 2025Q3: 20,628 shares; 2025Q4: 52,447 shares; 2026Q1: 33,504 shares; 2026Q2: 45,181 shares 45,181 $3.1M 0.01% +11,677 Timeline XJH 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: 20,369 shares; 2025Q1: 18,574 shares; 2025Q2: 15,771 shares; 2025Q3: 16,229 shares; 2025Q4: 17,404 shares; 2026Q1: 11,586 shares; 2026Q2: 60,395 shares 60,395 $3.1M 0.01% +48,809 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,905 shares; 2025Q3: 15,777 shares; 2025Q4: 33,191 shares; 2026Q1: 47,127 shares; 2026Q2: 77,288 shares 77,288 $3.09M 0.01% +30,161 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,567 shares; 2025Q3: 3,222 shares; 2025Q4: 33,780 shares; 2026Q1: 44,163 shares; 2026Q2: 46,436 shares 46,436 $3.07M 0.01% +2,273 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,188 shares; 2025Q1: 103,747 shares; 2025Q2: 107,163 shares; 2025Q3: 107,783 shares; 2025Q4: 157,940 shares; 2026Q1: 112,777 shares; 2026Q2: 88,276 shares 88,276 $3.06M 0.01% -24,501 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,466 shares; 2025Q1: 45,262 shares; 2025Q2: 46,617 shares; 2025Q3: 43,273 shares; 2025Q4: 42,129 shares; 2026Q1: 37,992 shares; 2026Q2: 39,987 shares 39,987 $3.06M 0.01% +1,995 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167,516 shares; 2025Q1: 162,349 shares; 2025Q2: 116,978 shares; 2025Q3: 167,642 shares; 2025Q4: 171,556 shares; 2026Q1: 99,738 shares; 2026Q2: 66,100 shares 66,100 $3.06M 0.01% -33,638 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,591 shares; 2025Q1: 46,688 shares; 2025Q2: 45,443 shares; 2025Q3: 44,984 shares; 2025Q4: 45,329 shares; 2026Q1: 28,129 shares; 2026Q2: 28,833 shares 28,833 $3.05M 0.01% +704 Timeline GNMA 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: 53,177 shares; 2025Q1: 53,187 shares; 2025Q2: 56,921 shares; 2025Q3: 59,844 shares; 2025Q4: 51,517 shares; 2026Q1: 56,262 shares; 2026Q2: 69,394 shares 69,394 $3.05M 0.01% +13,132 Timeline IBDZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares; 2025Q4: 19,945 shares; 2026Q1: 84,814 shares; 2026Q2: 118,097 shares 118,097 $3.04M 0.01% +33,283 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,047 shares; 2025Q1: 36,803 shares; 2025Q2: 35,598 shares; 2025Q3: 39,308 shares; 2025Q4: 47,126 shares; 2026Q1: 42,261 shares; 2026Q2: 72,720 shares 72,720 $3.04M 0.01% +30,459 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,588 shares; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,102 shares; 2025Q4: 516,868 shares; 2026Q1: 14,300 shares; 2026Q2: 7,351 shares 7,351 $3.04M 0.01% -6,949 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,563 shares; 2025Q1: 28,139 shares; 2025Q2: 26,973 shares; 2025Q3: 28,269 shares; 2025Q4: 29,317 shares; 2026Q1: 81,248 shares; 2026Q2: 83,270 shares 83,270 $3.03M 0.01% +2,022 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,979 shares; 2025Q1: 45,613 shares; 2025Q2: 47,894 shares; 2025Q3: 48,154 shares; 2025Q4: 54,228 shares; 2026Q1: 30,524 shares; 2026Q2: 39,368 shares 39,368 $3.02M 0.01% +8,844 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,786 shares; 2025Q1: 3,445 shares; 2025Q2: 3,472 shares; 2025Q3: 4,383 shares; 2025Q4: 5,840 shares; 2026Q1: 4,626 shares; 2026Q2: 9,924 shares 9,924 $3.02M 0.01% +5,298 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,751 shares; 2025Q1: 61,056 shares; 2025Q2: 61,952 shares; 2025Q3: 79,793 shares; 2025Q4: 80,948 shares; 2026Q1: 71,006 shares; 2026Q2: 59,690 shares 59,690 $3.02M 0.01% -11,316 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,543 shares; 2025Q1: 64,238 shares; 2025Q2: 69,771 shares; 2025Q3: 71,138 shares; 2025Q4: 73,991 shares; 2026Q1: 41,076 shares; 2026Q2: 38,875 shares 38,875 $3.01M 0.01% -2,201 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,427 shares; 2025Q1: 19,711 shares; 2025Q2: 12,487 shares; 2025Q3: 19,369 shares; 2025Q4: 40,086 shares; 2026Q1: 88,713 shares; 2026Q2: 43,350 shares 43,350 $3.01M 0.01% -45,363 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,579 shares; 2025Q1: 4,862 shares; 2025Q2: 4,587 shares; 2025Q3: 4,271 shares; 2025Q4: 4,536 shares; 2026Q1: 7,501 shares; 2026Q2: 13,108 shares 13,108 $3.01M 0.01% +5,607 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,657 shares; 2025Q1: 15,224 shares; 2025Q2: 16,153 shares; 2025Q3: 16,779 shares; 2025Q4: 14,903 shares; 2026Q1: 17,377 shares; 2026Q2: 50,740 shares 50,740 $3.01M 0.01% +33,363 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 159,391 shares; 2025Q1: 156,128 shares; 2025Q2: 159,772 shares; 2025Q3: 146,362 shares; 2025Q4: 140,945 shares; 2026Q1: 115,861 shares; 2026Q2: 109,256 shares 109,256 $3M 0.01% -6,605 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,816 shares; 2025Q1: 74,108 shares; 2025Q2: 133,410 shares; 2025Q3: 127,814 shares; 2025Q4: 126,518 shares; 2026Q1: 102,496 shares; 2026Q2: 68,936 shares 68,936 $3M 0.01% -33,560 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,357 shares; 2025Q1: 81,784 shares; 2025Q2: 65,935 shares; 2025Q3: 52,953 shares; 2025Q4: 66,495 shares; 2026Q1: 41,284 shares; 2026Q2: 68,557 shares 68,557 $2.99M 0.01% +27,273 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,326 shares 33,326 $2.99M 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,285 shares; 2025Q1: 147,817 shares; 2025Q2: 220,727 shares; 2025Q3: 306,017 shares; 2025Q4: 353,598 shares; 2026Q1: 350,571 shares; 2026Q2: 378,615 shares 378,615 $2.99M 0.01% +28,044 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,090 shares; 2025Q1: 50,859 shares; 2025Q2: 52,226 shares; 2025Q3: 59,212 shares; 2025Q4: 57,913 shares; 2026Q1: 32,097 shares; 2026Q2: 46,014 shares 46,014 $2.98M <0.01% +13,917 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,247 shares; 2025Q1: 12,864 shares; 2025Q2: 13,840 shares; 2025Q3: 31,012 shares; 2025Q4: 41,950 shares; 2026Q1: 47,788 shares; 2026Q2: 116,604 shares 116,604 $2.98M <0.01% +68,816 Timeline AGGM 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: not reported; 2025Q1: not reported; 2025Q2: 27,120 shares; 2025Q3: 27,120 shares; 2025Q4: 27,120 shares; 2026Q1: 29,930 shares; 2026Q2: 28,832 shares 28,832 $2.96M <0.01% -1,098 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,416 shares; 2025Q4: 21,127 shares; 2026Q1: 37,917 shares; 2026Q2: 59,463 shares 59,463 $2.96M <0.01% +21,546 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,532 shares; 2025Q1: 33,240 shares; 2025Q2: 33,998 shares; 2025Q3: 36,997 shares; 2025Q4: 41,048 shares; 2026Q1: 33,322 shares; 2026Q2: 89,321 shares 89,321 $2.96M <0.01% +55,999 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,568 shares; 2025Q4: 145,474 shares; 2026Q1: 108,668 shares; 2026Q2: 103,886 shares 103,886 $2.96M <0.01% -4,782 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,255 shares; 2025Q1: 101,123 shares; 2025Q2: 101,296 shares; 2025Q3: 97,067 shares; 2025Q4: 91,976 shares; 2026Q1: 57,047 shares; 2026Q2: 57,514 shares 57,514 $2.94M <0.01% +467 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,665 shares; 2025Q1: 20,657 shares; 2025Q2: 18,968 shares; 2025Q3: 16,358 shares; 2025Q4: 62,562 shares; 2026Q1: 68,104 shares; 2026Q2: 322,623 shares 322,623 $2.94M <0.01% +254,519 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,455 shares; 2025Q1: 42,438 shares; 2025Q2: 82,706 shares; 2025Q3: 98,890 shares; 2025Q4: 116,094 shares; 2026Q1: 55,898 shares; 2026Q2: 156,010 shares 156,010 $2.94M <0.01% +100,112 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,391 shares; 2025Q1: 24,163 shares; 2025Q2: 21,296 shares; 2025Q3: 21,459 shares; 2025Q4: 19,162 shares; 2026Q1: 66,293 shares; 2026Q2: 57,269 shares 57,269 $2.93M <0.01% -9,024 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,681 shares; 2025Q1: 4,788 shares; 2025Q2: 4,785 shares; 2025Q3: 4,800 shares; 2025Q4: 4,835 shares; 2026Q1: 1,357 shares; 2026Q2: 1,400 shares 1,400 $2.93M <0.01% +43 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161,761 shares; 2025Q1: 148,433 shares; 2025Q2: 133,891 shares; 2025Q3: 134,930 shares; 2025Q4: 110,498 shares; 2026Q1: 77,898 shares; 2026Q2: 174,295 shares 174,295 $2.92M <0.01% +96,397 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,330 shares; 2025Q1: 17,770 shares; 2025Q2: 292,734 shares; 2025Q3: 141,460 shares; 2025Q4: 193,123 shares; 2026Q1: 77,510 shares; 2026Q2: 77,224 shares 77,224 $2.92M <0.01% -286 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,388 shares; 2025Q1: 9,515 shares; 2025Q2: 11,691 shares; 2025Q3: 16,588 shares; 2025Q4: 16,842 shares; 2026Q1: 19,867 shares; 2026Q2: 25,202 shares 25,202 $2.92M <0.01% +5,335 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,800 shares; 2025Q1: 105,434 shares; 2025Q2: 107,988 shares; 2025Q3: 139,778 shares; 2025Q4: 167,078 shares; 2026Q1: 46,295 shares; 2026Q2: 67,256 shares 67,256 $2.92M <0.01% +20,961 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,467 shares; 2025Q1: 26,518 shares; 2025Q2: 26,087 shares; 2025Q3: 25,506 shares; 2025Q4: 23,509 shares; 2026Q1: 15,440 shares; 2026Q2: 14,890 shares 14,890 $2.91M <0.01% -550 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,387 shares; 2025Q1: 105,707 shares; 2025Q2: 104,610 shares; 2025Q3: 113,321 shares; 2025Q4: 118,373 shares; 2026Q1: 64,818 shares; 2026Q2: 68,303 shares 68,303 $2.91M <0.01% +3,485 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,832 shares; 2025Q1: 8,830 shares; 2025Q2: 9,046 shares; 2025Q3: 8,250 shares; 2025Q4: 8,116 shares; 2026Q1: 7,966 shares; 2026Q2: 11,792 shares 11,792 $2.9M <0.01% +3,826 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,663 shares; 2025Q1: 45,101 shares; 2025Q2: 46,203 shares; 2025Q3: 46,875 shares; 2025Q4: 39,475 shares; 2026Q1: 35,188 shares; 2026Q2: 38,745 shares 38,745 $2.89M <0.01% +3,557 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,652 shares; 2025Q1: 5,085 shares; 2025Q2: 8,895 shares; 2025Q3: 5,413 shares; 2025Q4: 4,686 shares; 2026Q1: 1,765 shares; 2026Q2: 2,306 shares 2,306 $2.88M <0.01% +541 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,674 shares; 2025Q1: 147,833 shares; 2025Q2: 117,600 shares; 2025Q3: 135,667 shares; 2025Q4: 155,610 shares; 2026Q1: 202,903 shares; 2026Q2: 208,446 shares 208,446 $2.88M <0.01% +5,543 Timeline FLOT 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: 34,843 shares; 2025Q1: 30,516 shares; 2025Q2: 29,584 shares; 2025Q3: 31,766 shares; 2025Q4: 64,299 shares; 2026Q1: 64,830 shares; 2026Q2: 67,793 shares 67,793 $2.88M <0.01% +2,963 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,030 shares; 2025Q1: 41,711 shares; 2025Q2: 71,329 shares; 2025Q3: 45,704 shares; 2025Q4: 137,310 shares; 2026Q1: 201,785 shares; 2026Q2: 155,110 shares 155,110 $2.87M <0.01% -46,675 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,501 shares; 2025Q1: 51,204 shares; 2025Q2: 55,854 shares; 2025Q3: 90,326 shares; 2025Q4: 95,984 shares; 2026Q1: 101,546 shares; 2026Q2: 138,925 shares 138,925 $2.87M <0.01% +37,379 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,701 shares; 2025Q3: 189,951 shares; 2025Q4: 196,253 shares; 2026Q1: 267,082 shares; 2026Q2: 395,429 shares 395,429 $2.87M <0.01% +128,347 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 128,651 shares; 2025Q1: 124,064 shares; 2025Q2: 126,281 shares; 2025Q3: 131,139 shares; 2025Q4: 127,037 shares; 2026Q1: 82,630 shares; 2026Q2: 80,682 shares 80,682 $2.86M <0.01% -1,948 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: 1,802 shares; 2025Q2: 3,425 shares; 2025Q3: 5,441 shares; 2025Q4: 11,200 shares; 2026Q1: 7,608 shares; 2026Q2: 18,661 shares 18,661 $2.84M <0.01% +11,053 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,949 shares; 2025Q1: 14,609 shares; 2025Q2: 14,346 shares; 2025Q3: 15,424 shares; 2025Q4: 16,296 shares; 2026Q1: 10,513 shares; 2026Q2: 19,412 shares 19,412 $2.84M <0.01% +8,899 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,126 shares; 2025Q1: 17,054 shares; 2025Q2: 24,521 shares; 2025Q3: 24,220 shares; 2025Q4: 24,423 shares; 2026Q1: 25,638 shares; 2026Q2: 23,554 shares 23,554 $2.84M <0.01% -2,084 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,174 shares; 2025Q1: not reported; 2025Q2: 45,513 shares; 2025Q3: 40,158 shares; 2025Q4: 44,592 shares; 2026Q1: 38,489 shares; 2026Q2: 92,773 shares 92,773 $2.84M <0.01% +54,284 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,166 shares; 2025Q1: 124,395 shares; 2025Q2: 121,067 shares; 2025Q3: 121,385 shares; 2025Q4: 132,190 shares; 2026Q1: 47,087 shares; 2026Q2: 54,506 shares 54,506 $2.84M <0.01% +7,419 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 63,479 shares 63,479 $2.84M <0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 121,595 shares; 2025Q2: 124,827 shares; 2025Q3: 125,165 shares; 2025Q4: 125,493 shares; 2026Q1: 80,233 shares; 2026Q2: 107,150 shares 107,150 $2.84M <0.01% +26,917 Timeline IBCA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,833 shares; 2025Q4: 17,498 shares; 2026Q1: 74,852 shares; 2026Q2: 111,642 shares 111,642 $2.83M <0.01% +36,790 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,364 shares; 2025Q1: 5,468 shares; 2025Q2: 11,565 shares; 2025Q3: 18,386 shares; 2025Q4: 21,825 shares; 2026Q1: 22,969 shares; 2026Q2: 37,918 shares 37,918 $2.82M <0.01% +14,949 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,984 shares; 2025Q1: 168,235 shares; 2025Q2: 167,163 shares; 2025Q3: 184,999 shares; 2025Q4: 170,882 shares; 2026Q1: 158,164 shares; 2026Q2: 158,965 shares 158,965 $2.82M <0.01% +801 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,360 shares; 2025Q1: 29,085 shares; 2025Q2: 27,629 shares; 2025Q3: 33,793 shares; 2025Q4: 32,121 shares; 2026Q1: 169,378 shares; 2026Q2: 128,751 shares 128,751 $2.82M <0.01% -40,627 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 114,732 shares; 2025Q1: 114,239 shares; 2025Q2: 116,963 shares; 2025Q3: 113,970 shares; 2025Q4: 94,926 shares; 2026Q1: 61,063 shares; 2026Q2: 63,623 shares 63,623 $2.81M <0.01% +2,560 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,595 shares; 2025Q1: 11,760 shares; 2025Q2: 15,751 shares; 2025Q3: 19,498 shares; 2025Q4: 19,300 shares; 2026Q1: 14,194 shares; 2026Q2: 15,312 shares 15,312 $2.81M <0.01% +1,118 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,384 shares; 2025Q2: 24,880 shares; 2025Q3: 25,020 shares; 2025Q4: 25,659 shares; 2026Q1: 10,138 shares; 2026Q2: 11,069 shares 11,069 $2.81M <0.01% +931 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 15,664 shares; 2025Q2: 9,593 shares; 2025Q3: 13,363 shares; 2025Q4: 16,507 shares; 2026Q1: 16,439 shares; 2026Q2: 20,589 shares 20,589 $2.8M <0.01% +4,150 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,456 shares; 2025Q1: 28,636 shares; 2025Q2: 59,350 shares; 2025Q3: 36,848 shares; 2025Q4: 17,781 shares; 2026Q1: 12,796 shares; 2026Q2: 41,422 shares 41,422 $2.8M <0.01% +28,626 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,566 shares; 2025Q1: 25,872 shares; 2025Q2: 38,462 shares; 2025Q3: 40,582 shares; 2025Q4: 53,410 shares; 2026Q1: 61,603 shares; 2026Q2: 60,697 shares 60,697 $2.79M <0.01% -906 Timeline IBTI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,066 shares; 2026Q1: 102,920 shares; 2026Q2: 126,255 shares 126,255 $2.79M <0.01% +23,335 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,967 shares; 2025Q1: 24,640 shares; 2025Q2: 24,115 shares; 2025Q3: 26,612 shares; 2025Q4: 30,283 shares; 2026Q1: 17,696 shares; 2026Q2: 18,009 shares 18,009 $2.79M <0.01% +313 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,195 shares; 2025Q1: 15,112 shares; 2025Q2: 17,819 shares; 2025Q3: 31,049 shares; 2025Q4: 26,563 shares; 2026Q1: 20,865 shares; 2026Q2: 35,134 shares 35,134 $2.78M <0.01% +14,269 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,532 shares; 2025Q1: 10,016 shares; 2025Q2: 12,937 shares; 2025Q3: 13,572 shares; 2025Q4: 13,369 shares; 2026Q1: 34,328 shares; 2026Q2: 36,512 shares 36,512 $2.75M <0.01% +2,184 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,130 shares; 2025Q1: 21,456 shares; 2025Q2: 23,039 shares; 2025Q3: 9,636 shares; 2025Q4: 9,640 shares; 2026Q1: 11,337 shares; 2026Q2: 34,988 shares 34,988 $2.75M <0.01% +23,651 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,844 shares; 2025Q1: 10,467 shares; 2025Q2: 10,607 shares; 2025Q3: 10,803 shares; 2025Q4: 12,323 shares; 2026Q1: 14,964 shares; 2026Q2: 17,496 shares 17,496 $2.74M <0.01% +2,532 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,968 shares; 2025Q1: 12,826 shares; 2025Q2: 8,910 shares; 2025Q3: 8,830 shares; 2025Q4: 12,929 shares; 2026Q1: 15,233 shares; 2026Q2: 19,005 shares 19,005 $2.74M <0.01% +3,772 Timeline IBDW 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: 54,084 shares; 2025Q1: 45,596 shares; 2025Q2: 47,295 shares; 2025Q3: 64,428 shares; 2025Q4: 71,817 shares; 2026Q1: 95,064 shares; 2026Q2: 132,320 shares 132,320 $2.74M <0.01% +37,256 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 10,735 shares; 2025Q4: 10,585 shares; 2026Q1: 28,644 shares; 2026Q2: 45,014 shares 45,014 $2.73M <0.01% +16,370 Timeline IEUR 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: 32,819 shares; 2025Q1: 35,543 shares; 2025Q2: 38,272 shares; 2025Q3: 38,141 shares; 2025Q4: 39,594 shares; 2026Q1: 22,571 shares; 2026Q2: 40,673 shares 40,673 $2.71M <0.01% +18,102 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,684 shares; 2025Q3: 24,668 shares; 2025Q4: 25,466 shares; 2026Q1: 32,958 shares; 2026Q2: 36,723 shares 36,723 $2.7M <0.01% +3,765 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,160 shares; 2025Q1: 47,900 shares; 2025Q2: 49,717 shares; 2025Q3: 57,365 shares; 2025Q4: 55,523 shares; 2026Q1: 55,332 shares; 2026Q2: 55,735 shares 55,735 $2.69M <0.01% +403 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115,648 shares; 2025Q1: 116,342 shares; 2025Q2: 113,119 shares; 2025Q3: 89,449 shares; 2025Q4: 126,777 shares; 2026Q1: 66,770 shares; 2026Q2: 61,481 shares 61,481 $2.69M <0.01% -5,289 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,082 shares; 2025Q1: 3,710 shares; 2025Q2: 3,088 shares; 2025Q3: 3,100 shares; 2025Q4: 1,445 shares; 2026Q1: 10,163 shares; 2026Q2: 24,888 shares 24,888 $2.68M <0.01% +14,725 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,995 shares; 2025Q1: 42,624 shares; 2025Q2: 46,145 shares; 2025Q3: 69,298 shares; 2025Q4: 78,856 shares; 2026Q1: 43,447 shares; 2026Q2: 55,995 shares 55,995 $2.67M <0.01% +12,548 Timeline IBTG 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: 126,892 shares; 2025Q1: 155,899 shares; 2025Q2: 176,754 shares; 2025Q3: 178,851 shares; 2025Q4: 188,574 shares; 2026Q1: 108,496 shares; 2026Q2: 116,619 shares 116,619 $2.66M <0.01% +8,123 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,600 shares; 2025Q2: 64,905 shares; 2025Q3: 81,897 shares; 2025Q4: 99,698 shares; 2026Q1: 74,707 shares; 2026Q2: 95,267 shares 95,267 $2.65M <0.01% +20,560 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 254,570 shares; 2025Q1: 292,077 shares; 2025Q2: 135,762 shares; 2025Q3: 143,283 shares; 2025Q4: 144,644 shares; 2026Q1: 80,109 shares; 2026Q2: 92,820 shares 92,820 $2.65M <0.01% +12,711 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,725 shares; 2025Q1: 79,661 shares; 2025Q2: 75,966 shares; 2025Q3: 83,670 shares; 2025Q4: 86,564 shares; 2026Q1: 86,202 shares; 2026Q2: 86,975 shares 86,975 $2.64M <0.01% +773 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,441 shares; 2026Q2: 82,374 shares 82,374 $2.64M <0.01% -67 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 183,873 shares; 2025Q1: 162,533 shares; 2025Q2: 149,107 shares; 2025Q3: 148,594 shares; 2025Q4: 145,098 shares; 2026Q1: 120,569 shares; 2026Q2: 114,774 shares 114,774 $2.64M <0.01% -5,795 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 59,282 shares; 2025Q2: 89,138 shares; 2025Q3: 136,467 shares; 2025Q4: 202,691 shares; 2026Q1: 145,578 shares; 2026Q2: 169,537 shares 169,537 $2.64M <0.01% +23,959 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,260 shares; 2025Q1: 59,700 shares; 2025Q2: 40,125 shares; 2025Q3: 71,490 shares; 2025Q4: 85,219 shares; 2026Q1: 61,560 shares; 2026Q2: 104,008 shares 104,008 $2.64M <0.01% +42,448 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,603 shares; 2025Q3: 120,403 shares; 2025Q4: 154,775 shares; 2026Q1: 73,216 shares; 2026Q2: 120,616 shares 120,616 $2.64M <0.01% +47,400 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,840 shares; 2025Q1: 7,249 shares; 2025Q2: 9,142 shares; 2025Q3: 11,371 shares; 2025Q4: 11,445 shares; 2026Q1: 14,220 shares; 2026Q2: 19,345 shares 19,345 $2.63M <0.01% +5,125 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,629 shares; 2025Q1: 22,593 shares; 2025Q2: 34,355 shares; 2025Q3: 20,382 shares; 2025Q4: 18,871 shares; 2026Q1: 15,357 shares; 2026Q2: 18,250 shares 18,250 $2.63M <0.01% +2,893 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,256 shares; 2025Q1: 5,679 shares; 2025Q2: 11,371 shares; 2025Q3: 31,500 shares; 2025Q4: 46,358 shares; 2026Q1: 37,684 shares; 2026Q2: 57,821 shares 57,821 $2.62M <0.01% +20,137 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,244 shares; 2025Q1: 137,037 shares; 2025Q2: 159,225 shares; 2025Q3: 179,323 shares; 2025Q4: 186,734 shares; 2026Q1: 98,906 shares; 2026Q2: 135,241 shares 135,241 $2.62M <0.01% +36,335 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,408 shares; 2025Q1: 7,782 shares; 2025Q2: 45,887 shares; 2025Q3: 54,286 shares; 2025Q4: 39,268 shares; 2026Q1: 34,036 shares; 2026Q2: 46,960 shares 46,960 $2.61M <0.01% +12,924 Timeline KJUL 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: 56,292 shares; 2025Q1: 33,789 shares; 2025Q2: 59,807 shares; 2025Q3: 57,862 shares; 2025Q4: 57,514 shares; 2026Q1: 48,326 shares; 2026Q2: 86,460 shares 86,460 $2.6M <0.01% +38,134 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,580 shares; 2025Q1: 46,384 shares; 2025Q2: 75,676 shares; 2025Q3: 87,419 shares; 2025Q4: 79,321 shares; 2026Q1: 48,718 shares; 2026Q2: 50,691 shares 50,691 $2.6M <0.01% +1,973 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,025 shares; 2025Q1: 28,418 shares; 2025Q2: 35,528 shares; 2025Q3: 41,535 shares; 2025Q4: 41,556 shares; 2026Q1: 26,699 shares; 2026Q2: 31,300 shares 31,300 $2.59M <0.01% +4,601 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,194 shares; 2025Q1: 100,221 shares; 2025Q2: 109,188 shares; 2025Q3: 128,927 shares; 2025Q4: 130,672 shares; 2026Q1: 92,779 shares; 2026Q2: 97,709 shares 97,709 $2.58M <0.01% +4,930 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 279,145 shares; 2025Q1: 319,132 shares; 2025Q2: 253,838 shares; 2025Q3: 103,983 shares; 2025Q4: 388,193 shares; 2026Q1: 213,240 shares; 2026Q2: 84,416 shares 84,416 $2.57M <0.01% -128,824 Timeline LCTU 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: 5,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,598 shares 31,598 $2.57M <0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,205 shares; 2025Q4: 32,010 shares; 2026Q1: 51,468 shares; 2026Q2: 64,640 shares 64,640 $2.55M <0.01% +13,172 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,114 shares; 2025Q1: 11,471 shares; 2025Q2: 12,195 shares; 2025Q3: 15,518 shares; 2025Q4: 65,790 shares; 2026Q1: 204,278 shares; 2026Q2: 290,082 shares 290,082 $2.55M <0.01% +85,804 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,247 shares; 2025Q1: 98,078 shares; 2025Q2: 115,437 shares; 2025Q3: 113,054 shares; 2025Q4: 112,126 shares; 2026Q1: 53,088 shares; 2026Q2: 60,657 shares 60,657 $2.54M <0.01% +7,569 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,453 shares; 2025Q1: 14,545 shares; 2025Q2: 14,844 shares; 2025Q3: 15,556 shares; 2025Q4: 28,748 shares; 2026Q1: 36,694 shares; 2026Q2: 37,642 shares 37,642 $2.54M <0.01% +948 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,703 shares; 2025Q1: 246,798 shares; 2025Q2: 266,771 shares; 2025Q3: 238,456 shares; 2025Q4: 244,320 shares; 2026Q1: 39,687 shares; 2026Q2: 56,436 shares 56,436 $2.54M <0.01% +16,749 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,062 shares; 2025Q1: 65,440 shares; 2025Q2: 61,922 shares; 2025Q3: 23,611 shares; 2025Q4: 25,957 shares; 2026Q1: 27,573 shares; 2026Q2: 33,123 shares 33,123 $2.53M <0.01% +5,550 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,465 shares; 2025Q1: 8,017 shares; 2025Q2: 9,009 shares; 2025Q3: 8,355 shares; 2025Q4: 7,978 shares; 2026Q1: 7,547 shares; 2026Q2: 7,969 shares 7,969 $2.53M <0.01% +422 Timeline IYE 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: 20,133 shares; 2025Q1: 22,664 shares; 2025Q2: 23,906 shares; 2025Q3: 23,532 shares; 2025Q4: 23,965 shares; 2026Q1: 49,777 shares; 2026Q2: 43,048 shares 43,048 $2.52M <0.01% -6,729 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,549 shares; 2025Q1: 9,249 shares; 2025Q2: 6,418 shares; 2025Q3: 38,029 shares; 2025Q4: 6,876 shares; 2026Q1: 47,920 shares; 2026Q2: 56,083 shares 56,083 $2.52M <0.01% +8,163 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,523 shares; 2025Q1: 1,540 shares; 2025Q2: 1,772 shares; 2025Q3: 2,302 shares; 2025Q4: 6,222 shares; 2026Q1: 4,085 shares; 2026Q2: 11,963 shares 11,963 $2.51M <0.01% +7,878 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,380 shares; 2025Q1: 54,178 shares; 2025Q2: 59,396 shares; 2025Q3: 87,670 shares; 2025Q4: 84,744 shares; 2026Q1: 46,431 shares; 2026Q2: 44,886 shares 44,886 $2.51M <0.01% -1,545 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,551 shares; 2025Q1: 4,351 shares; 2025Q2: 4,302 shares; 2025Q3: 4,499 shares; 2025Q4: 7,679 shares; 2026Q1: 7,208 shares; 2026Q2: 10,760 shares 10,760 $2.5M <0.01% +3,552 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,060 shares; 2025Q1: 33,229 shares; 2025Q2: 32,796 shares; 2025Q3: 33,463 shares; 2025Q4: 31,397 shares; 2026Q1: 26,475 shares; 2026Q2: 27,379 shares 27,379 $2.5M <0.01% +904 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,649 shares; 2025Q1: 112,201 shares; 2025Q2: 76,160 shares; 2025Q3: 106,354 shares; 2025Q4: 190,243 shares; 2026Q1: 64,510 shares; 2026Q2: 120,148 shares 120,148 $2.5M <0.01% +55,638 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,101 shares; 2025Q1: 15,643 shares; 2025Q2: 25,718 shares; 2025Q3: 20,157 shares; 2025Q4: 25,902 shares; 2026Q1: 21,443 shares; 2026Q2: 21,908 shares 21,908 $2.5M <0.01% +465 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,865 shares; 2025Q1: 9,791 shares; 2025Q2: 15,802 shares; 2025Q3: 12,457 shares; 2025Q4: 15,308 shares; 2026Q1: 26,179 shares; 2026Q2: 30,980 shares 30,980 $2.5M <0.01% +4,801 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250,204 shares; 2025Q1: 257,965 shares; 2025Q2: 251,251 shares; 2025Q3: 258,547 shares; 2025Q4: 262,706 shares; 2026Q1: 141,679 shares; 2026Q2: 127,702 shares 127,702 $2.5M <0.01% -13,977 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 7,334 shares; 2025Q2: 22,035 shares; 2025Q3: 20,807 shares; 2025Q4: 21,016 shares; 2026Q1: 26,695 shares; 2026Q2: 14,339 shares 14,339 $2.5M <0.01% -12,356 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,253 shares; 2025Q1: 98,803 shares; 2025Q2: 180,509 shares; 2025Q3: 113,681 shares; 2025Q4: 88,250 shares; 2026Q1: 40,144 shares; 2026Q2: 33,679 shares 33,679 $2.49M <0.01% -6,465 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126,933 shares; 2025Q1: 109,452 shares; 2025Q2: 164,778 shares; 2025Q3: 154,742 shares; 2025Q4: 138,615 shares; 2026Q1: 83,508 shares; 2026Q2: 94,048 shares 94,048 $2.49M <0.01% +10,540 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 23,976 shares; 2025Q4: 33,055 shares; 2026Q1: 37,176 shares; 2026Q2: 91,802 shares 91,802 $2.49M <0.01% +54,626 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,149 shares; 2026Q2: 50,646 shares 50,646 $2.49M <0.01% +3,497 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154,591 shares; 2025Q1: 150,059 shares; 2025Q2: 131,939 shares; 2025Q3: 138,556 shares; 2025Q4: 114,406 shares; 2026Q1: 114,952 shares; 2026Q2: 139,457 shares 139,457 $2.49M <0.01% +24,505 Timeline QOWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101,732 shares; 2025Q1: 113,695 shares; 2025Q2: 110,080 shares; 2025Q3: 109,620 shares; 2025Q4: 114,652 shares; 2026Q1: 70,096 shares; 2026Q2: 71,573 shares 71,573 $2.48M <0.01% +1,477 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,816 shares; 2025Q1: 37,175 shares; 2025Q2: 32,998 shares; 2025Q3: 38,993 shares; 2025Q4: 38,198 shares; 2026Q1: 48,797 shares; 2026Q2: 32,619 shares 32,619 $2.48M <0.01% -16,178 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,373 shares 32,373 $2.48M <0.01% new Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,652 shares; 2025Q1: 31,111 shares; 2025Q2: 53,981 shares; 2025Q3: 56,656 shares; 2025Q4: 60,295 shares; 2026Q1: 53,427 shares; 2026Q2: 88,567 shares 88,567 $2.48M <0.01% +35,140 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,271 shares; 2025Q1: 16,109 shares; 2025Q2: 26,269 shares; 2025Q3: 27,361 shares; 2025Q4: 32,276 shares; 2026Q1: 29,759 shares; 2026Q2: 46,194 shares 46,194 $2.47M <0.01% +16,435 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,250 shares; 2025Q4: 49,371 shares; 2026Q1: 76,664 shares; 2026Q2: 85,434 shares 85,434 $2.47M <0.01% +8,770 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,127 shares; 2025Q1: 6,583 shares; 2025Q2: 15,402 shares; 2025Q3: 17,277 shares; 2025Q4: 18,134 shares; 2026Q1: 12,025 shares; 2026Q2: 16,394 shares 16,394 $2.47M <0.01% +4,369 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 2,604 shares; 2026Q1: not reported; 2026Q2: 14,600 shares 14,600 $2.47M <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,355 shares; 2025Q1: 10,240 shares; 2025Q2: 9,899 shares; 2025Q3: 10,251 shares; 2025Q4: 11,532 shares; 2026Q1: 25,259 shares; 2026Q2: 28,312 shares 28,312 $2.47M <0.01% +3,053 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 52,596 shares 52,596 $2.46M <0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,948 shares; 2025Q3: 17,291 shares; 2025Q4: 18,358 shares; 2026Q1: 59,174 shares; 2026Q2: 51,899 shares 51,899 $2.46M <0.01% -7,275 Timeline NFRA 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: 128,650 shares; 2025Q1: 101,643 shares; 2025Q2: 84,788 shares; 2025Q3: 70,928 shares; 2025Q4: 59,471 shares; 2026Q1: 39,310 shares; 2026Q2: 37,594 shares 37,594 $2.46M <0.01% -1,716 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,318 shares; 2025Q1: 18,190 shares; 2025Q2: 18,803 shares; 2025Q3: 19,722 shares; 2025Q4: 20,845 shares; 2026Q1: 20,376 shares; 2026Q2: 29,627 shares 29,627 $2.45M <0.01% +9,251 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 47,937 shares 47,937 $2.44M <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,840 shares; 2025Q1: 12,674 shares; 2025Q2: 12,920 shares; 2025Q3: 14,132 shares; 2025Q4: 14,302 shares; 2026Q1: 13,085 shares; 2026Q2: 13,784 shares 13,784 $2.44M <0.01% +699 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,912 shares; 2025Q1: 21,162 shares; 2025Q2: 19,325 shares; 2025Q3: 21,328 shares; 2025Q4: 46,097 shares; 2026Q1: 41,045 shares; 2026Q2: 47,841 shares 47,841 $2.43M <0.01% +6,796 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,622 shares; 2025Q1: 65,439 shares; 2025Q2: 19,943 shares; 2025Q3: 79,012 shares; 2025Q4: 50,979 shares; 2026Q1: 41,977 shares; 2026Q2: 48,670 shares 48,670 $2.43M <0.01% +6,693 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 428 shares; 2025Q2: 1,356 shares; 2025Q3: 1,317 shares; 2025Q4: 1,328 shares; 2026Q1: 1,829 shares; 2026Q2: 2,066 shares 2,066 $2.43M <0.01% +237 FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,359 shares; 2026Q2: 62,432 shares 62,432 $2.43M <0.01% +1,073 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110,190 shares; 2025Q1: 212,728 shares; 2025Q2: 290,594 shares; 2025Q3: 768,196 shares; 2025Q4: 735,575 shares; 2026Q1: 599,130 shares; 2026Q2: 385,631 shares 385,631 $2.42M <0.01% -213,499 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,588 shares; 2025Q1: 30,485 shares; 2025Q2: 33,143 shares; 2025Q3: 35,037 shares; 2025Q4: 39,091 shares; 2026Q1: 38,795 shares; 2026Q2: 41,413 shares 41,413 $2.41M <0.01% +2,618 Timeline HEDJ 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: 31,963 shares; 2025Q1: 41,039 shares; 2025Q2: 77,925 shares; 2025Q3: 72,896 shares; 2025Q4: 70,530 shares; 2026Q1: 43,945 shares; 2026Q2: 42,854 shares 42,854 $2.41M <0.01% -1,091 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129,158 shares; 2025Q1: 130,755 shares; 2025Q2: 154,984 shares; 2025Q3: 127,667 shares; 2025Q4: 141,939 shares; 2026Q1: 63,931 shares; 2026Q2: 97,571 shares 97,571 $2.41M <0.01% +33,640 Timeline IAGG 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: 5,965 shares; 2025Q1: 6,410 shares; 2025Q2: 8,592 shares; 2025Q3: 26,555 shares; 2025Q4: 27,342 shares; 2026Q1: 127,038 shares; 2026Q2: 48,219 shares 48,219 $2.41M <0.01% -78,819 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q2: 47,175 shares 47,175 $2.4M <0.01% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,594 shares; 2025Q2: 24,421 shares; 2025Q3: 40,303 shares; 2025Q4: 96,023 shares; 2026Q1: 68,836 shares; 2026Q2: 43,509 shares 43,509 $2.39M <0.01% -25,327 Timeline BAPRA BOEING CO More: the full row for BOEING CO 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: 36,009 shares; 2026Q2: 34,896 shares 34,896 $2.39M <0.01% -1,113 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,851 shares; 2025Q1: not reported; 2025Q2: 11,649 shares; 2025Q3: 11,299 shares; 2025Q4: 11,328 shares; 2026Q1: 33,589 shares; 2026Q2: 179,552 shares 179,552 $2.39M <0.01% +145,963 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,516 shares; 2025Q3: 90,715 shares; 2025Q4: 81,837 shares; 2026Q1: 65,851 shares; 2026Q2: 65,058 shares 65,058 $2.39M <0.01% -793 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,317 shares; 2025Q1: 12,544 shares; 2025Q2: 10,597 shares; 2025Q3: 16,624 shares; 2025Q4: 24,410 shares; 2026Q1: 26,797 shares; 2026Q2: 45,129 shares 45,129 $2.38M <0.01% +18,332 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,250 shares; 2025Q1: 71,492 shares; 2025Q2: 76,103 shares; 2025Q3: 69,532 shares; 2025Q4: 73,091 shares; 2026Q1: 64,730 shares; 2026Q2: 61,311 shares 61,311 $2.38M <0.01% -3,419 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,202 shares; 2025Q1: 50,032 shares; 2025Q2: 51,049 shares; 2025Q3: 52,642 shares; 2025Q4: 39,464 shares; 2026Q1: 32,678 shares; 2026Q2: 50,711 shares 50,711 $2.38M <0.01% +18,033 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,826 shares; 2025Q1: 27,472 shares; 2025Q2: 21,295 shares; 2025Q3: 20,208 shares; 2025Q4: 20,034 shares; 2026Q1: 12,336 shares; 2026Q2: 12,934 shares 12,934 $2.38M <0.01% +598 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 128,063 shares; 2025Q1: 132,070 shares; 2025Q2: 113,903 shares; 2025Q3: 50,476 shares; 2025Q4: 49,850 shares; 2026Q1: 33,498 shares; 2026Q2: 12,523 shares 12,523 $2.37M <0.01% -20,975 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,633 shares; 2025Q1: 19,359 shares; 2025Q2: 19,377 shares; 2025Q3: 19,295 shares; 2025Q4: 19,574 shares; 2026Q1: 18,781 shares; 2026Q2: 16,587 shares 16,587 $2.37M <0.01% -2,194 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,545 shares; 2025Q2: 12,184 shares; 2025Q3: 9,905 shares; 2025Q4: 9,880 shares; 2026Q1: 7,995 shares; 2026Q2: 19,231 shares 19,231 $2.37M <0.01% +11,236 Timeline FDN 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: 8,664 shares; 2025Q1: 8,558 shares; 2025Q2: 8,581 shares; 2025Q3: 8,426 shares; 2025Q4: 9,808 shares; 2026Q1: 5,716 shares; 2026Q2: 8,565 shares 8,565 $2.37M <0.01% +2,849 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,831 shares; 2025Q1: 7,918 shares; 2025Q2: 8,630 shares; 2025Q3: 15,944 shares; 2025Q4: 20,093 shares; 2026Q1: 24,255 shares; 2026Q2: 36,402 shares 36,402 $2.36M <0.01% +12,147 Timeline AOA 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: 62,647 shares; 2025Q1: 60,567 shares; 2025Q2: 45,185 shares; 2025Q3: 43,833 shares; 2025Q4: 42,169 shares; 2026Q1: 27,250 shares; 2026Q2: 24,106 shares 24,106 $2.35M <0.01% -3,144 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,842 shares; 2026Q1: 85,853 shares; 2026Q2: 146,776 shares 146,776 $2.34M <0.01% +60,923 Timeline SFLO 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: 26,959 shares; 2025Q1: 49,861 shares; 2025Q2: 48,240 shares; 2025Q3: 60,780 shares; 2025Q4: 61,012 shares; 2026Q1: 52,024 shares; 2026Q2: 65,493 shares 65,493 $2.34M <0.01% +13,469 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,094 shares; 2025Q1: 18,035 shares; 2025Q2: 21,103 shares; 2025Q3: 52,628 shares; 2025Q4: 32,941 shares; 2026Q1: 42,135 shares; 2026Q2: 65,884 shares 65,884 $2.34M <0.01% +23,749 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,115 shares; 2025Q1: 6,380 shares; 2025Q2: 5,893 shares; 2025Q3: 7,713 shares; 2025Q4: 9,010 shares; 2026Q1: 18,744 shares; 2026Q2: 33,843 shares 33,843 $2.34M <0.01% +15,099 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,241 shares; 2025Q1: 3,500 shares; 2025Q2: 3,900 shares; 2025Q3: 4,368 shares; 2025Q4: 4,464 shares; 2026Q1: 12,816 shares; 2026Q2: 15,959 shares 15,959 $2.33M <0.01% +3,143 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,945 shares; 2025Q1: 94,092 shares; 2025Q2: 89,612 shares; 2025Q3: 94,666 shares; 2025Q4: 81,509 shares; 2026Q1: 47,028 shares; 2026Q2: 44,977 shares 44,977 $2.32M <0.01% -2,051 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: not reported; 2025Q4: not reported; 2026Q1: 25,550 shares; 2026Q2: 45,207 shares 45,207 $2.32M <0.01% +19,657 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,007 shares; 2025Q1: 41,835 shares; 2025Q2: 30,989 shares; 2025Q3: 30,071 shares; 2025Q4: 33,036 shares; 2026Q1: 58,951 shares; 2026Q2: 82,727 shares 82,727 $2.32M <0.01% +23,776 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,115 shares; 2025Q1: 63,575 shares; 2025Q2: 67,506 shares; 2025Q3: 91,506 shares; 2025Q4: 90,320 shares; 2026Q1: 73,271 shares; 2026Q2: 81,694 shares 81,694 $2.31M <0.01% +8,423 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,355 shares; 2025Q1: 18,451 shares; 2025Q2: 17,290 shares; 2025Q3: 20,995 shares; 2025Q4: 18,906 shares; 2026Q1: 13,129 shares; 2026Q2: 79,803 shares 79,803 $2.29M <0.01% +66,674 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,783 shares; 2025Q2: 18,512 shares; 2025Q3: 48,009 shares; 2025Q4: 47,897 shares; 2026Q1: 27,596 shares; 2026Q2: 50,791 shares 50,791 $2.28M <0.01% +23,195 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,419 shares; 2025Q1: 34,940 shares; 2025Q2: 43,132 shares; 2025Q3: 36,875 shares; 2025Q4: 35,978 shares; 2026Q1: 25,369 shares; 2026Q2: 29,988 shares 29,988 $2.28M <0.01% +4,619 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,975 shares; 2025Q1: 15,623 shares; 2025Q2: 18,041 shares; 2025Q3: 18,471 shares; 2025Q4: 21,232 shares; 2026Q1: 26,757 shares; 2026Q2: 31,649 shares 31,649 $2.27M <0.01% +4,892 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,567 shares; 2025Q1: 12,794 shares; 2025Q2: 16,900 shares; 2025Q3: 17,444 shares; 2025Q4: 17,879 shares; 2026Q1: 11,233 shares; 2026Q2: 13,000 shares 13,000 $2.27M <0.01% +1,767 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 718 shares; 2025Q2: 820 shares; 2025Q3: 2,132 shares; 2025Q4: 1,674 shares; 2026Q1: 1,019 shares; 2026Q2: 3,288 shares 3,288 $2.26M <0.01% +2,269 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,822 shares; 2025Q1: 11,896 shares; 2025Q2: 13,293 shares; 2025Q3: 12,904 shares; 2025Q4: 18,455 shares; 2026Q1: 27,573 shares; 2026Q2: 65,166 shares 65,166 $2.26M <0.01% +37,593 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66,591 shares; 2025Q1: 64,236 shares; 2025Q2: 60,758 shares; 2025Q3: 60,758 shares; 2025Q4: 60,758 shares; 2026Q1: 60,690 shares; 2026Q2: 60,690 shares 60,690 $2.26M <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,685 shares; 2025Q1: 10,561 shares; 2025Q2: 10,773 shares; 2025Q3: 10,770 shares; 2025Q4: 10,490 shares; 2026Q1: 8,780 shares; 2026Q2: 9,062 shares 9,062 $2.26M <0.01% +282 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,519 shares; 2025Q1: 35,879 shares; 2025Q2: 36,177 shares; 2025Q3: 28,309 shares; 2025Q4: 46,416 shares; 2026Q1: 27,751 shares; 2026Q2: 28,324 shares 28,324 $2.25M <0.01% +573 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,126 shares; 2025Q1: 38,917 shares; 2025Q2: 27,581 shares; 2025Q3: 25,395 shares; 2025Q4: 14,404 shares; 2026Q1: 13,735 shares; 2026Q2: 16,256 shares 16,256 $2.25M <0.01% +2,521 Timeline REGL 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: 23,586 shares; 2025Q1: 21,994 shares; 2025Q2: 21,932 shares; 2025Q3: 20,977 shares; 2025Q4: 35,123 shares; 2026Q1: 19,648 shares; 2026Q2: 24,495 shares 24,495 $2.25M <0.01% +4,847 Timeline JMHI 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: not reported; 2025Q1: 8,699 shares; 2025Q2: 27,812 shares; 2025Q3: 42,640 shares; 2025Q4: 48,803 shares; 2026Q1: 30,175 shares; 2026Q2: 44,749 shares 44,749 $2.24M <0.01% +14,574 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,566 shares; 2025Q1: 14,404 shares; 2025Q2: 5,118 shares; 2025Q3: 14,525 shares; 2025Q4: 14,087 shares; 2026Q1: 8,478 shares; 2026Q2: 7,494 shares 7,494 $2.24M <0.01% -984 Timeline ARTY 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: 37,302 shares; 2025Q1: 47,551 shares; 2025Q2: 88,504 shares; 2025Q3: 81,897 shares; 2025Q4: 31,217 shares; 2026Q1: 19,869 shares; 2026Q2: 30,817 shares 30,817 $2.23M <0.01% +10,948 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140,558 shares; 2025Q1: 163,014 shares; 2025Q2: 177,458 shares; 2025Q3: 190,964 shares; 2025Q4: 82,375 shares; 2026Q1: 106,236 shares; 2026Q2: 44,187 shares 44,187 $2.23M <0.01% -62,049 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,776 shares; 2025Q1: 8,032 shares; 2025Q2: 18,858 shares; 2025Q3: 19,961 shares; 2025Q4: 21,894 shares; 2026Q1: 19,999 shares; 2026Q2: 19,651 shares 19,651 $2.23M <0.01% -348 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,163 shares; 2025Q2: 34,195 shares; 2025Q3: 30,552 shares; 2025Q4: 30,918 shares; 2026Q1: 31,795 shares; 2026Q2: 30,719 shares 30,719 $2.21M <0.01% -1,076 Timeline SPUS 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: 65,897 shares; 2025Q1: 58,214 shares; 2025Q2: 59,254 shares; 2025Q3: 59,211 shares; 2025Q4: 49,381 shares; 2026Q1: 27,733 shares; 2026Q2: 38,242 shares 38,242 $2.21M <0.01% +10,509 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,617 shares; 2025Q1: 39,500 shares; 2025Q2: 44,520 shares; 2025Q3: 153,684 shares; 2025Q4: 204,404 shares; 2026Q1: 127,823 shares; 2026Q2: 105,094 shares 105,094 $2.21M <0.01% -22,729 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,665 shares; 2025Q1: 15,345 shares; 2025Q2: 26,878 shares; 2025Q3: 31,379 shares; 2025Q4: 38,746 shares; 2026Q1: 41,440 shares; 2026Q2: 53,359 shares 53,359 $2.21M <0.01% +11,919 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 14,603 shares; 2025Q4: 36,215 shares; 2026Q1: 33,262 shares; 2026Q2: 35,698 shares 35,698 $2.2M <0.01% +2,436 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,787 shares; 2025Q1: 5,643 shares; 2025Q2: 6,146 shares; 2025Q3: 6,316 shares; 2025Q4: 11,725 shares; 2026Q1: 34,749 shares; 2026Q2: 40,563 shares 40,563 $2.2M <0.01% +5,814 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares; 2025Q3: 13,627 shares; 2025Q4: 17,833 shares; 2026Q1: 49,904 shares; 2026Q2: 62,352 shares 62,352 $2.2M <0.01% +12,448 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,230 shares; 2025Q3: 42,327 shares; 2025Q4: 48,707 shares; 2026Q1: 60,433 shares; 2026Q2: 61,122 shares 61,122 $2.19M <0.01% +689 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,244 shares; 2025Q1: 2,828 shares; 2025Q2: 2,276 shares; 2025Q3: 2,130 shares; 2025Q4: 2,055 shares; 2026Q1: 1,730 shares; 2026Q2: 6,428 shares 6,428 $2.19M <0.01% +4,698 Timeline SAEF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 272,367 shares; 2025Q1: 261,589 shares; 2025Q2: 258,417 shares; 2025Q3: 269,371 shares; 2025Q4: 281,343 shares; 2026Q1: 151,382 shares; 2026Q2: 69,921 shares 69,921 $2.19M <0.01% -81,461 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,385 shares; 2025Q1: 4,928 shares; 2025Q2: 4,049 shares; 2025Q3: 7,149 shares; 2025Q4: 5,588 shares; 2026Q1: 4,429 shares; 2026Q2: 7,185 shares 7,185 $2.19M <0.01% +2,756 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,232 shares; 2025Q1: 43,675 shares; 2025Q2: 57,165 shares; 2025Q3: 68,534 shares; 2025Q4: 65,231 shares; 2026Q1: 56,385 shares; 2026Q2: 52,981 shares 52,981 $2.18M <0.01% -3,404 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,726 shares; 2025Q1: 56,539 shares; 2025Q2: 36,440 shares; 2025Q3: 32,951 shares; 2025Q4: 65,626 shares; 2026Q1: 71,255 shares; 2026Q2: 115,304 shares 115,304 $2.18M <0.01% +44,049 Timeline IMCB 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: 31,026 shares; 2025Q1: 31,092 shares; 2025Q2: 30,634 shares; 2025Q3: 30,437 shares; 2025Q4: 30,457 shares; 2026Q1: 22,563 shares; 2026Q2: 22,412 shares 22,412 $2.18M <0.01% -151 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,544 shares; 2025Q1: 26,653 shares; 2025Q2: 8,386 shares; 2025Q3: 15,647 shares; 2025Q4: 31,461 shares; 2026Q1: 30,137 shares; 2026Q2: 32,483 shares 32,483 $2.18M <0.01% +2,346 Timeline EUSA 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: 21,504 shares; 2025Q1: 22,108 shares; 2025Q2: 24,270 shares; 2025Q3: 24,138 shares; 2025Q4: 23,560 shares; 2026Q1: 17,108 shares; 2026Q2: 18,959 shares 18,959 $2.18M <0.01% +1,851 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,825 shares; 2025Q1: 26,543 shares; 2025Q2: 8,904 shares; 2025Q3: 10,323 shares; 2025Q4: 8,067 shares; 2026Q1: 17,061 shares; 2026Q2: 31,780 shares 31,780 $2.17M <0.01% +14,719 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,599 shares; 2025Q1: 49,792 shares; 2025Q2: 59,781 shares; 2025Q3: 60,045 shares; 2025Q4: 49,699 shares; 2026Q1: 43,141 shares; 2026Q2: 43,111 shares 43,111 $2.17M <0.01% -30 Timeline QTUM 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: not reported; 2025Q2: 4,631 shares; 2025Q3: 8,972 shares; 2025Q4: 10,435 shares; 2026Q1: 12,170 shares; 2026Q2: 14,015 shares 14,015 $2.16M <0.01% +1,845 Timeline