BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8,162 shares; 2025Q1: 7,677 shares; 2025Q2: 6,968 shares; 2025Q3: 7,221 shares; 2025Q4: not reported; 2026Q1: 16,808 shares 16,808 $1.08M 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,369 shares; 2024Q4: 21,456 shares; 2025Q1: 24,884 shares; 2025Q2: 22,442 shares; 2025Q3: 24,136 shares; 2025Q4: 20,419 shares; 2026Q1: 20,467 shares 20,467 $1.08M 0.02% +48 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,488 shares; 2024Q4: 14,034 shares; 2025Q1: 13,574 shares; 2025Q2: 12,204 shares; 2025Q3: 12,425 shares; 2025Q4: 26,140 shares; 2026Q1: 13,697 shares 13,697 $1.07M 0.02% -12,443 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 15,786 shares; 2025Q1: 18,523 shares; 2025Q2: 19,630 shares; 2025Q3: 19,595 shares; 2025Q4: 21,604 shares; 2026Q1: 19,677 shares 19,677 $1.07M 0.02% -1,927 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 11,324 shares; 2025Q1: 12,049 shares; 2025Q2: 11,086 shares; 2025Q3: 12,218 shares; 2025Q4: 11,338 shares; 2026Q1: 11,085 shares 11,085 $1.06M 0.02% -253 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,504 shares; 2026Q1: 47,504 shares 47,504 $1.06M 0.02% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,910 shares; 2024Q4: 98,697 shares; 2025Q1: 99,470 shares; 2025Q2: 99,351 shares; 2025Q3: 100,102 shares; 2025Q4: 99,879 shares; 2026Q1: 40,253 shares 40,253 $1.05M 0.02% -59,626 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 14,575 shares; 2025Q1: 7,616 shares; 2025Q2: 9,157 shares; 2025Q3: 8,027 shares; 2025Q4: 27,773 shares; 2026Q1: 23,118 shares 23,118 $1.05M 0.02% -4,655 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 11,626 shares; 2025Q1: 10,305 shares; 2025Q2: 20,878 shares; 2025Q3: 22,102 shares; 2025Q4: 22,464 shares; 2026Q1: 22,470 shares 22,470 $1.04M 0.02% +6 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 27,362 shares; 2025Q1: 27,848 shares; 2025Q2: 27,540 shares; 2025Q3: 27,655 shares; 2025Q4: 24,908 shares; 2026Q1: 27,251 shares 27,251 $1.04M 0.02% +2,343 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,916 shares; 2025Q1: 2,483 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,552 shares 2,552 $1.04M 0.02% +68 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,524 shares; 2025Q1: 7,959 shares; 2025Q2: 8,980 shares; 2025Q3: 9,155 shares; 2025Q4: 7,845 shares; 2026Q1: 7,124 shares 7,124 $1.04M 0.02% -721 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,699 shares; 2024Q4: 82,573 shares; 2025Q1: 84,322 shares; 2025Q2: 77,543 shares; 2025Q3: 112,721 shares; 2025Q4: 123,451 shares; 2026Q1: 137,282 shares 137,282 $1.04M 0.02% +13,831 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,352 shares; 2025Q1: 4,400 shares; 2025Q2: 4,097 shares; 2025Q3: 4,240 shares; 2025Q4: 3,570 shares; 2026Q1: 3,241 shares 3,241 $1.03M 0.02% -329 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,909 shares; 2025Q1: 9,961 shares; 2025Q2: 5,707 shares; 2025Q3: 6,523 shares; 2025Q4: 21,718 shares; 2026Q1: 21,968 shares 21,968 $1.03M 0.02% +250 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,440 shares; 2025Q1: 4,864 shares; 2025Q2: 4,902 shares; 2025Q3: 4,858 shares; 2025Q4: 5,249 shares; 2026Q1: 5,113 shares 5,113 $1.01M 0.02% -136 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,897 shares; 2024Q4: 19,058 shares; 2025Q1: 18,520 shares; 2025Q2: 17,936 shares; 2025Q3: 6,486 shares; 2025Q4: 5,615 shares; 2026Q1: 5,161 shares 5,161 $1.01M 0.02% -454 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,891 shares; 2025Q2: 18,453 shares; 2025Q3: 20,704 shares; 2025Q4: 22,531 shares; 2026Q1: 22,637 shares 22,637 $999K 0.02% +106 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,711 shares; 2025Q1: 12,822 shares; 2025Q2: 13,009 shares; 2025Q3: 12,725 shares; 2025Q4: 11,509 shares; 2026Q1: 9,693 shares 9,693 $990K 0.02% -1,816 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares; 2026Q1: 5,389 shares 5,389 $988K 0.02% +87 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 36,672 shares; 2025Q1: 37,427 shares; 2025Q2: 37,478 shares; 2025Q3: 33,619 shares; 2025Q4: 32,344 shares; 2026Q1: 29,439 shares 29,439 $987K 0.02% -2,905 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,172 shares; 2024Q4: 23,388 shares; 2025Q1: 25,255 shares; 2025Q2: 25,724 shares; 2025Q3: 26,080 shares; 2025Q4: 26,517 shares; 2026Q1: 24,252 shares 24,252 $977K 0.02% -2,265 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,503 shares; 2024Q4: 27,363 shares; 2025Q1: 27,259 shares; 2025Q2: 30,358 shares; 2025Q3: 30,568 shares; 2025Q4: 29,991 shares; 2026Q1: 34,489 shares 34,489 $975K 0.02% +4,498 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,273 shares; 2025Q4: 20,457 shares; 2026Q1: 24,751 shares 24,751 $975K 0.02% +4,294 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,064 shares; 2025Q4: 8,444 shares; 2026Q1: 10,149 shares 10,149 $969K 0.02% +1,705 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 5,644 shares; 2025Q1: 5,317 shares; 2025Q2: 10,368 shares; 2025Q3: 10,963 shares; 2025Q4: 10,571 shares; 2026Q1: 9,776 shares 9,776 $968K 0.02% -795 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 11,637 shares; 2025Q1: 10,961 shares; 2025Q2: 10,839 shares; 2025Q3: 10,679 shares; 2025Q4: 6,373 shares; 2026Q1: 10,769 shares 10,769 $965K 0.02% +4,396 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; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 30,449 shares; 2025Q1: 56,186 shares; 2025Q2: 56,430 shares; 2025Q3: 60,422 shares; 2025Q4: 68,931 shares; 2026Q1: 27,827 shares 27,827 $961K 0.02% -41,104 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: 21,522 shares; 2025Q1: 28,206 shares; 2025Q2: 29,027 shares; 2025Q3: 29,926 shares; 2025Q4: 30,284 shares; 2026Q1: 13,342 shares 13,342 $960K 0.02% -16,942 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,550 shares; 2025Q1: 2,399 shares; 2025Q2: 2,563 shares; 2025Q3: 3,710 shares; 2025Q4: 3,629 shares; 2026Q1: 3,331 shares 3,331 $956K 0.02% -298 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 7,876 shares; 2025Q1: 7,751 shares; 2025Q2: 9,094 shares; 2025Q3: 9,861 shares; 2025Q4: 10,451 shares; 2026Q1: 10,968 shares 10,968 $950K 0.02% +517 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 11,033 shares; 2025Q1: 8,400 shares; 2025Q2: 9,477 shares; 2025Q3: 9,329 shares; 2025Q4: 10,441 shares; 2026Q1: 14,132 shares 14,132 $945K 0.02% +3,691 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 34,521 shares; 2025Q1: 34,394 shares; 2025Q2: 34,756 shares; 2025Q3: 35,054 shares; 2025Q4: 27,844 shares; 2026Q1: 18,141 shares 18,141 $944K 0.02% -9,703 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 5,067 shares; 2025Q1: 5,801 shares; 2025Q2: 6,052 shares; 2025Q3: 6,590 shares; 2025Q4: 6,592 shares; 2026Q1: 7,528 shares 7,528 $939K 0.02% +936 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 9,930 shares; 2025Q1: 9,130 shares; 2025Q2: 9,834 shares; 2025Q3: 15,782 shares; 2025Q4: 17,331 shares; 2026Q1: 15,979 shares 15,979 $939K 0.02% -1,352 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,413 shares; 2024Q4: 20,484 shares; 2025Q1: 21,424 shares; 2025Q2: 24,101 shares; 2025Q3: 29,772 shares; 2025Q4: 32,413 shares; 2026Q1: 32,072 shares 32,072 $928K 0.02% -341 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,680 shares; 2026Q1: 15,956 shares 15,956 $928K 0.02% -724 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,794 shares; 2025Q3: 8,936 shares; 2025Q4: 10,839 shares; 2026Q1: 12,670 shares 12,670 $917K 0.02% +1,831 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 24,434 shares; 2025Q1: 12,539 shares; 2025Q2: 12,171 shares; 2025Q3: 11,911 shares; 2025Q4: 12,156 shares; 2026Q1: 11,637 shares 11,637 $915K 0.02% -519 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,138 shares; 2024Q4: 34,535 shares; 2025Q1: 37,099 shares; 2025Q2: 38,981 shares; 2025Q3: 37,639 shares; 2025Q4: 41,088 shares; 2026Q1: 37,540 shares 37,540 $912K 0.02% -3,548 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,624 shares; 2025Q4: 21,078 shares; 2026Q1: 25,137 shares 25,137 $909K 0.02% +4,059 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,493 shares; 2024Q4: 11,504 shares; 2025Q1: 11,351 shares; 2025Q2: 11,359 shares; 2025Q3: 11,367 shares; 2025Q4: 11,378 shares; 2026Q1: 11,334 shares 11,334 $905K 0.02% -44 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 7,641 shares; 2025Q1: 7,750 shares; 2025Q2: 8,736 shares; 2025Q3: 8,799 shares; 2025Q4: 9,214 shares; 2026Q1: 9,428 shares 9,428 $903K 0.02% +214 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 7,341 shares; 2025Q4: 11,587 shares; 2026Q1: 19,403 shares 19,403 $903K 0.02% +7,816 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: 9,601 shares; 2025Q3: 12,332 shares; 2025Q4: 12,994 shares; 2026Q1: 17,016 shares 17,016 $897K 0.02% +4,022 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,306 shares; 2026Q1: 18,306 shares 18,306 $895K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,891 shares; 2024Q4: 34,954 shares; 2025Q1: 31,345 shares; 2025Q2: 27,740 shares; 2025Q3: 27,353 shares; 2025Q4: 26,982 shares; 2026Q1: 26,790 shares 26,790 $890K 0.02% -192 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,075 shares; 2024Q4: 25,925 shares; 2025Q1: 25,118 shares; 2025Q2: 22,867 shares; 2025Q3: 25,871 shares; 2025Q4: 24,585 shares; 2026Q1: 24,438 shares 24,438 $883K 0.02% -147 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,556 shares; 2025Q4: 10,338 shares; 2026Q1: 12,884 shares 12,884 $882K 0.02% +2,546 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,467 shares 11,467 $876K 0.02% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 38,400 shares; 2025Q1: 51,400 shares; 2025Q2: 32,900 shares; 2025Q3: 38,900 shares; 2025Q4: 38,900 shares; 2026Q1: 36,900 shares 36,900 $875K 0.02% -2,000 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 10,312 shares 10,312 $875K 0.02% +5,983 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,119 shares; 2026Q1: 11,090 shares 11,090 $874K 0.02% +5,971 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,541 shares; 2025Q4: 23,014 shares; 2026Q1: 30,424 shares 30,424 $870K 0.02% +7,410 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 13,713 shares; 2025Q1: 16,626 shares; 2025Q2: 15,942 shares; 2025Q3: 20,693 shares; 2025Q4: 14,987 shares; 2026Q1: 12,862 shares 12,862 $869K 0.02% -2,125 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 4,450 shares; 2025Q4: 1,917 shares; 2026Q1: 5,120 shares 5,120 $866K 0.02% +3,203 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 18,329 shares; 2025Q1: 19,608 shares; 2025Q2: 21,789 shares; 2025Q3: 22,781 shares; 2025Q4: 9,170 shares; 2026Q1: 9,501 shares 9,501 $859K 0.02% +331 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,571 shares; 2024Q4: 20,670 shares; 2025Q1: 19,797 shares; 2025Q2: 29,430 shares; 2025Q3: 27,370 shares; 2025Q4: 22,476 shares; 2026Q1: 19,575 shares 19,575 $854K 0.02% -2,901 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 9,590 shares; 2025Q1: 8,516 shares; 2025Q2: 8,398 shares; 2025Q3: 8,473 shares; 2025Q4: 8,661 shares; 2026Q1: 9,091 shares 9,091 $854K 0.02% +430 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,341 shares; 2025Q2: 47,978 shares; 2025Q3: 12,278 shares; 2025Q4: 16,874 shares; 2026Q1: 21,082 shares 21,082 $854K 0.02% +4,208 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 8,915 shares; 2025Q1: 7,879 shares; 2025Q2: 8,025 shares; 2025Q3: 8,384 shares; 2025Q4: 11,775 shares; 2026Q1: 11,799 shares 11,799 $854K 0.02% +24 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 23,007 shares; 2025Q1: 24,842 shares; 2025Q2: 23,314 shares; 2025Q3: 23,510 shares; 2025Q4: 15,853 shares; 2026Q1: 14,250 shares 14,250 $851K 0.02% -1,603 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,040 shares; 2024Q4: 38,882 shares; 2025Q1: 42,880 shares; 2025Q2: 43,745 shares; 2025Q3: 43,153 shares; 2025Q4: 39,804 shares; 2026Q1: 41,563 shares 41,563 $846K 0.02% +1,759 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 10,101 shares; 2025Q1: 10,291 shares; 2025Q2: 10,418 shares; 2025Q3: 10,061 shares; 2025Q4: 10,544 shares; 2026Q1: 9,058 shares 9,058 $840K 0.02% -1,486 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,745 shares; 2025Q1: 5,846 shares; 2025Q2: 5,799 shares; 2025Q3: 4,809 shares; 2025Q4: 4,368 shares; 2026Q1: 3,881 shares 3,881 $838K 0.02% -487 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,614 shares; 2026Q1: 16,403 shares 16,403 $836K 0.02% +789 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,602 shares; 2024Q4: 132,017 shares; 2025Q1: 138,712 shares; 2025Q2: 160,066 shares; 2025Q3: 174,271 shares; 2025Q4: 176,048 shares; 2026Q1: 24,897 shares 24,897 $836K 0.02% -151,151 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,290 shares; 2024Q4: 50,472 shares; 2025Q1: 41,460 shares; 2025Q2: 40,020 shares; 2025Q3: 40,762 shares; 2025Q4: 41,964 shares; 2026Q1: 43,751 shares 43,751 $831K 0.02% +1,787 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,885 shares; 2025Q1: 11,095 shares; 2025Q2: 37,202 shares; 2025Q3: 36,767 shares; 2025Q4: 43,098 shares; 2026Q1: 41,945 shares 41,945 $823K 0.02% -1,153 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,559 shares; 2025Q1: 6,752 shares; 2025Q2: 7,538 shares; 2025Q3: 7,555 shares; 2025Q4: 7,187 shares; 2026Q1: 7,231 shares 7,231 $822K 0.02% +44 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,943 shares; 2025Q2: 6,038 shares; 2025Q3: 6,040 shares; 2025Q4: 6,283 shares; 2026Q1: 6,661 shares 6,661 $818K 0.02% +378 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,815 shares; 2025Q1: 26,760 shares; 2025Q2: 30,410 shares; 2025Q3: 32,814 shares; 2025Q4: 34,914 shares; 2026Q1: 40,171 shares 40,171 $802K 0.02% +5,257 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 15,952 shares 15,952 $794K 0.02% +10,708 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 15,347 shares; 2025Q1: 15,381 shares; 2025Q2: 11,193 shares; 2025Q3: 11,382 shares; 2025Q4: 10,140 shares; 2026Q1: 7,115 shares 7,115 $791K 0.02% -3,025 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 7,887 shares; 2025Q3: 10,913 shares; 2025Q4: 15,981 shares; 2026Q1: 18,062 shares 18,062 $783K 0.02% +2,081 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,138 shares; 2025Q1: 2,939 shares; 2025Q2: 3,006 shares; 2025Q3: 3,499 shares; 2025Q4: 3,049 shares; 2026Q1: 2,674 shares 2,674 $783K 0.02% -375 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,610 shares; 2025Q2: 14,546 shares; 2025Q3: 14,140 shares; 2025Q4: 14,839 shares; 2026Q1: 16,882 shares 16,882 $782K 0.02% +2,043 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,647 shares; 2024Q4: 47,583 shares; 2025Q1: 37,478 shares; 2025Q2: 53,144 shares; 2025Q3: 52,981 shares; 2025Q4: 69,014 shares; 2026Q1: 67,720 shares 67,720 $781K 0.02% -1,294 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,004 shares; 2025Q1: 6,274 shares; 2025Q2: 5,235 shares; 2025Q3: 6,447 shares; 2025Q4: 6,631 shares; 2026Q1: 6,439 shares 6,439 $780K 0.02% -192 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,175 shares 146,175 $778K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,515 shares; 2025Q1: 2,528 shares; 2025Q2: 4,898 shares; 2025Q3: 5,066 shares; 2025Q4: 5,031 shares; 2026Q1: 5,285 shares 5,285 $773K 0.02% +254 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,574 shares; 2025Q2: 1,527 shares; 2025Q3: 1,578 shares; 2025Q4: 1,498 shares; 2026Q1: 1,941 shares 1,941 $773K 0.02% +443 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,429 shares; 2025Q3: 22,799 shares; 2025Q4: 22,799 shares; 2026Q1: 30,729 shares 30,729 $770K 0.01% +7,930 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,240 shares; 2026Q1: 36,774 shares 36,774 $769K 0.01% +24,534 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,848 shares; 2025Q1: 30,848 shares; 2025Q2: 33,220 shares; 2025Q3: 31,920 shares; 2025Q4: 31,920 shares; 2026Q1: 31,920 shares 31,920 $755K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,001 shares; 2025Q1: 4,055 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 2,633 shares; 2026Q1: 2,895 shares 2,895 $754K 0.01% +262 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,278 shares; 2024Q4: 28,508 shares; 2025Q1: 28,580 shares; 2025Q2: 50,291 shares; 2025Q3: 44,359 shares; 2025Q4: 61,124 shares; 2026Q1: 52,650 shares 52,650 $750K 0.01% -8,474 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 13,037 shares; 2025Q1: 12,619 shares; 2025Q2: 14,082 shares; 2025Q3: 13,991 shares; 2025Q4: 14,104 shares; 2026Q1: 13,815 shares 13,815 $748K 0.01% -289 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,519 shares; 2025Q1: 3,252 shares; 2025Q2: 3,484 shares; 2025Q3: 3,337 shares; 2025Q4: 3,098 shares; 2026Q1: 3,614 shares 3,614 $746K 0.01% +516 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,145 shares; 2026Q1: 16,395 shares 16,395 $741K 0.01% +2,250 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,182 shares; 2025Q1: 6,009 shares; 2025Q2: 6,437 shares; 2025Q3: 6,753 shares; 2025Q4: 8,865 shares; 2026Q1: 10,063 shares 10,063 $732K 0.01% +1,198 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,491 shares; 2025Q1: 6,519 shares; 2025Q2: 6,703 shares; 2025Q3: 6,695 shares; 2025Q4: 6,389 shares; 2026Q1: 9,794 shares 9,794 $730K 0.01% +3,405 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 28,343 shares; 2025Q1: 27,022 shares; 2025Q2: 26,367 shares; 2025Q3: 25,464 shares; 2025Q4: 13,605 shares; 2026Q1: 11,150 shares 11,150 $727K 0.01% -2,455 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 221 shares; 2025Q1: 258 shares; 2025Q2: 268 shares; 2025Q3: 265 shares; 2025Q4: 373 shares; 2026Q1: 420 shares 420 $726K 0.01% +47 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 35,787 shares; 2025Q1: 23,952 shares; 2025Q2: 23,803 shares; 2025Q3: 23,158 shares; 2025Q4: 25,264 shares; 2026Q1: 21,151 shares 21,151 $720K 0.01% -4,113 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,578 shares; 2025Q1: 1,833 shares; 2025Q2: 3,309 shares; 2025Q3: 3,222 shares; 2025Q4: 3,777 shares; 2026Q1: 3,607 shares 3,607 $715K 0.01% -170 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,060 shares; 2025Q3: not reported; 2025Q4: 10,971 shares; 2026Q1: 28,799 shares 28,799 $714K 0.01% +17,828 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,697 shares; 2025Q2: 4,043 shares; 2025Q3: 4,935 shares; 2025Q4: 5,147 shares; 2026Q1: 3,617 shares 3,617 $713K 0.01% -1,530 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 2,961 shares; 2025Q1: 3,091 shares; 2025Q2: 4,986 shares; 2025Q3: 5,576 shares; 2025Q4: 4,912 shares; 2026Q1: 5,343 shares 5,343 $712K 0.01% +431 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,792 shares; 2025Q2: 31,077 shares; 2025Q3: 34,837 shares; 2025Q4: 35,434 shares; 2026Q1: 42,070 shares 42,070 $711K 0.01% +6,636 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 3,783 shares; 2025Q2: 3,133 shares; 2025Q3: 4,647 shares; 2025Q4: 5,015 shares; 2026Q1: 4,890 shares 4,890 $708K 0.01% -125 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,882 shares; 2024Q4: 81,572 shares; 2025Q1: 81,955 shares; 2025Q2: 9,074 shares; 2025Q3: 18,481 shares; 2025Q4: 7,068 shares; 2026Q1: 14,731 shares 14,731 $708K 0.01% +7,663 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,151 shares; 2025Q3: 13,865 shares; 2025Q4: 9,723 shares; 2026Q1: 12,130 shares 12,130 $703K 0.01% +2,407 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 10,020 shares; 2025Q1: 9,984 shares; 2025Q2: 9,882 shares; 2025Q3: 10,371 shares; 2025Q4: 9,986 shares; 2026Q1: 9,778 shares 9,778 $702K 0.01% -208 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 4,470 shares; 2025Q4: 6,136 shares; 2026Q1: 8,683 shares 8,683 $700K 0.01% +2,547 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 15,257 shares; 2025Q1: 14,839 shares; 2025Q2: 14,420 shares; 2025Q3: 14,420 shares; 2025Q4: 14,369 shares; 2026Q1: 13,244 shares 13,244 $699K 0.01% -1,125 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,884 shares; 2024Q4: 9,669 shares; 2025Q1: 7,894 shares; 2025Q2: 11,224 shares; 2025Q3: 10,465 shares; 2025Q4: 10,536 shares; 2026Q1: 10,383 shares 10,383 $696K 0.01% -153 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,440 shares; 2025Q1: 28,440 shares; 2025Q2: 29,530 shares; 2025Q3: 29,530 shares; 2025Q4: 29,530 shares; 2026Q1: 29,530 shares 29,530 $691K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,997 shares; 2026Q1: 14,065 shares 14,065 $689K 0.01% +68 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,865 shares; 2024Q4: 18,976 shares; 2025Q1: 20,762 shares; 2025Q2: 55,559 shares; 2025Q3: 52,402 shares; 2025Q4: 59,253 shares; 2026Q1: 53,020 shares 53,020 $679K 0.01% -6,233 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,451 shares; 2025Q4: 38,970 shares; 2026Q1: 55,502 shares 55,502 $676K 0.01% +16,532 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 712 shares; 2025Q2: 763 shares; 2025Q3: 772 shares; 2025Q4: 763 shares; 2026Q1: 702 shares 702 $675K 0.01% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,261 shares; 2025Q1: 3,759 shares; 2025Q2: 4,992 shares; 2025Q3: 4,286 shares; 2025Q4: 4,677 shares; 2026Q1: 5,691 shares 5,691 $675K 0.01% +1,014 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,095 shares; 2025Q4: 29,407 shares; 2026Q1: 25,429 shares 25,429 $674K 0.01% -3,978 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,198 shares; 2025Q1: 8,997 shares; 2025Q2: 9,270 shares; 2025Q3: 9,653 shares; 2025Q4: 9,828 shares; 2026Q1: 10,414 shares 10,414 $673K 0.01% +586 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,827 shares; 2025Q1: 3,800 shares; 2025Q2: 4,171 shares; 2025Q3: 4,105 shares; 2025Q4: 2,706 shares; 2026Q1: 2,718 shares 2,718 $672K 0.01% +12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 19,259 shares; 2025Q1: 19,222 shares; 2025Q2: 19,565 shares; 2025Q3: 19,558 shares; 2025Q4: 13,320 shares; 2026Q1: 12,700 shares 12,700 $671K 0.01% -620 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 8,898 shares; 2025Q1: 8,967 shares; 2025Q2: 10,045 shares; 2025Q3: 8,118 shares; 2025Q4: 7,687 shares; 2026Q1: 8,093 shares 8,093 $670K 0.01% +406 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,475 shares; 2024Q4: 209,783 shares; 2025Q1: 15,256 shares; 2025Q2: 13,543 shares; 2025Q3: 13,610 shares; 2025Q4: 13,004 shares; 2026Q1: 11,208 shares 11,208 $667K 0.01% -1,796 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,538 shares; 2024Q4: 131,525 shares; 2025Q1: 72,999 shares; 2025Q2: 30,345 shares; 2025Q3: 28,799 shares; 2025Q4: 28,126 shares; 2026Q1: 27,487 shares 27,487 $667K 0.01% -639 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 6,827 shares; 2025Q1: 8,580 shares; 2025Q2: 7,620 shares; 2025Q3: 7,578 shares; 2025Q4: 5,282 shares; 2026Q1: 5,217 shares 5,217 $659K 0.01% -65 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 8,775 shares; 2025Q1: 8,262 shares; 2025Q2: 8,166 shares; 2025Q3: 7,814 shares; 2025Q4: 8,304 shares; 2026Q1: 8,014 shares 8,014 $655K 0.01% -290 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,075 shares; 2024Q4: 15,767 shares; 2025Q1: 15,075 shares; 2025Q2: 14,525 shares; 2025Q3: 14,364 shares; 2025Q4: 14,206 shares; 2026Q1: 14,004 shares 14,004 $655K 0.01% -202 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 5,920 shares; 2025Q1: 5,389 shares; 2025Q2: 5,759 shares; 2025Q3: 5,744 shares; 2025Q4: 5,822 shares; 2026Q1: 9,240 shares 9,240 $653K 0.01% +3,418 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 6,354 shares; 2026Q1: 5,991 shares 5,991 $648K 0.01% -363 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,699 shares; 2024Q4: 19,456 shares; 2025Q1: 19,537 shares; 2025Q2: 14,711 shares; 2025Q3: 14,468 shares; 2025Q4: 13,377 shares; 2026Q1: 13,460 shares 13,460 $647K 0.01% +83 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,322 shares; 2025Q1: 9,734 shares; 2025Q2: 10,794 shares; 2025Q3: 11,129 shares; 2025Q4: 11,354 shares; 2026Q1: 7,856 shares 7,856 $644K 0.01% -3,498 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,495 shares; 2025Q1: 1,287 shares; 2025Q2: 1,268 shares; 2025Q3: 1,247 shares; 2025Q4: 1,292 shares; 2026Q1: 1,325 shares 1,325 $643K 0.01% +33 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 4,158 shares; 2025Q1: 4,162 shares; 2025Q2: 4,513 shares; 2025Q3: 4,578 shares; 2025Q4: 5,178 shares; 2026Q1: 6,935 shares 6,935 $640K 0.01% +1,757 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,754 shares; 2024Q4: 36,754 shares; 2025Q1: 45,524 shares; 2025Q2: 45,524 shares; 2025Q3: 45,524 shares; 2025Q4: 48,024 shares; 2026Q1: 53,440 shares 53,440 $638K 0.01% +5,416 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,308 shares; 2025Q1: 1,303 shares; 2025Q2: 1,434 shares; 2025Q3: 1,645 shares; 2025Q4: 1,785 shares; 2026Q1: 1,840 shares 1,840 $635K 0.01% +55 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,561 shares; 2024Q4: 19,679 shares; 2025Q1: 21,218 shares; 2025Q2: 24,172 shares; 2025Q3: 25,843 shares; 2025Q4: 29,827 shares; 2026Q1: 34,457 shares 34,457 $634K 0.01% +4,630 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 10,974 shares; 2025Q1: 11,026 shares; 2025Q2: 11,117 shares; 2025Q3: 11,223 shares; 2025Q4: 7,131 shares; 2026Q1: 6,830 shares 6,830 $632K 0.01% -301 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 3,654 shares; 2025Q1: 3,982 shares; 2025Q2: 4,125 shares; 2025Q3: 4,126 shares; 2025Q4: 4,836 shares; 2026Q1: 4,821 shares 4,821 $631K 0.01% -15 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,406 shares; 2025Q1: 4,272 shares; 2025Q2: 9,663 shares; 2025Q3: 10,386 shares; 2025Q4: 6,446 shares; 2026Q1: 6,959 shares 6,959 $627K 0.01% +513 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 14,454 shares; 2025Q1: 15,192 shares; 2025Q2: 15,226 shares; 2025Q3: 22,482 shares; 2025Q4: 27,473 shares; 2026Q1: 27,920 shares 27,920 $625K 0.01% +447 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,026 shares; 2025Q4: 9,297 shares; 2026Q1: 8,499 shares 8,499 $625K 0.01% -798 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 6,475 shares; 2025Q1: 6,174 shares; 2025Q2: 6,934 shares; 2025Q3: 12,384 shares; 2025Q4: 13,031 shares; 2026Q1: 5,721 shares 5,721 $624K 0.01% -7,310 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,948 shares 20,948 $623K 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,543 shares; 2025Q1: 2,435 shares; 2025Q2: 2,422 shares; 2025Q3: 2,409 shares; 2025Q4: 2,289 shares; 2026Q1: 2,312 shares 2,312 $617K 0.01% +23 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,993 shares; 2025Q1: 5,466 shares; 2025Q2: 5,516 shares; 2025Q3: 5,478 shares; 2025Q4: 5,238 shares; 2026Q1: 5,201 shares 5,201 $612K 0.01% -37 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,953 shares; 2024Q4: 146,266 shares; 2025Q1: 144,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,076 shares; 2026Q1: 7,292 shares 7,292 $609K 0.01% +4,216 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,240 shares; 2025Q1: 10,240 shares; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares; 2025Q4: 10,628 shares; 2026Q1: 10,733 shares 10,733 $609K 0.01% +105 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,776 shares; 2025Q1: 4,005 shares; 2025Q2: 4,534 shares; 2025Q3: 5,088 shares; 2025Q4: 5,599 shares; 2026Q1: 6,296 shares 6,296 $607K 0.01% +697 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,109 shares; 2025Q3: 6,702 shares; 2025Q4: 9,178 shares; 2026Q1: 9,778 shares 9,778 $605K 0.01% +600 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 358 shares; 2025Q1: 402 shares; 2025Q2: 335 shares; 2025Q3: 345 shares; 2025Q4: 357 shares; 2026Q1: 456 shares 456 $602K 0.01% +99 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,951 shares; 2025Q4: 25,994 shares; 2026Q1: 26,040 shares 26,040 $598K 0.01% +46 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,887 shares; 2025Q2: 5,839 shares; 2025Q3: 6,507 shares; 2025Q4: 7,506 shares; 2026Q1: 7,476 shares 7,476 $597K 0.01% -30 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,380 shares; 2025Q3: not reported; 2025Q4: 12,319 shares; 2026Q1: 12,352 shares 12,352 $593K 0.01% +33 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,782 shares; 2025Q3: 22,746 shares; 2025Q4: 22,805 shares; 2026Q1: 23,181 shares 23,181 $592K 0.01% +376 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 10,255 shares; 2025Q1: 10,007 shares; 2025Q2: 10,063 shares; 2025Q3: 9,971 shares; 2025Q4: 11,064 shares; 2026Q1: 9,102 shares 9,102 $591K 0.01% -1,962 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,528 shares; 2025Q4: 11,647 shares; 2026Q1: 11,632 shares 11,632 $587K 0.01% -15 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,644 shares; 2025Q2: 7,871 shares; 2025Q3: 8,485 shares; 2025Q4: 9,756 shares; 2026Q1: 8,431 shares 8,431 $584K 0.01% -1,325 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,666 shares; 2025Q2: 2,557 shares; 2025Q3: 2,603 shares; 2025Q4: 2,627 shares; 2026Q1: 2,778 shares 2,778 $583K 0.01% +151 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,772 shares; 2025Q1: 3,813 shares; 2025Q2: 4,188 shares; 2025Q3: 4,608 shares; 2025Q4: 4,634 shares; 2026Q1: 4,420 shares 4,420 $580K 0.01% -214 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,813 shares; 2025Q4: 9,508 shares; 2026Q1: 12,759 shares 12,759 $580K 0.01% +3,251 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,794 shares; 2025Q1: 3,355 shares; 2025Q2: 2,843 shares; 2025Q3: 4,019 shares; 2025Q4: 3,218 shares; 2026Q1: 3,312 shares 3,312 $578K 0.01% +94 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 6,561 shares; 2025Q1: 6,749 shares; 2025Q2: 7,576 shares; 2025Q3: 8,093 shares; 2025Q4: 7,616 shares; 2026Q1: 7,455 shares 7,455 $575K 0.01% -161 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,836 shares; 2024Q4: 75,836 shares; 2025Q1: 75,836 shares; 2025Q2: 57,436 shares; 2025Q3: 57,436 shares; 2025Q4: 57,436 shares; 2026Q1: 57,516 shares 57,516 $573K 0.01% +80 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,598 shares; 2024Q4: 21,273 shares; 2025Q1: 21,273 shares; 2025Q2: 21,273 shares; 2025Q3: 21,273 shares; 2025Q4: 21,261 shares; 2026Q1: 21,261 shares 21,261 $571K 0.01% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,912 shares; 2025Q3: 8,034 shares; 2025Q4: 7,574 shares; 2026Q1: 7,524 shares 7,524 $568K 0.01% -50 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,525 shares; 2025Q3: 49,693 shares; 2025Q4: 48,323 shares; 2026Q1: 48,959 shares 48,959 $566K 0.01% +636 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 8,487 shares; 2025Q1: 7,238 shares; 2025Q2: 6,100 shares; 2025Q3: 4,944 shares; 2025Q4: 3,251 shares; 2026Q1: 2,786 shares 2,786 $566K 0.01% -465 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 14,362 shares; 2025Q1: 15,381 shares; 2025Q2: 10,934 shares; 2025Q3: 18,601 shares; 2025Q4: not reported; 2026Q1: 9,664 shares 9,664 $565K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,517 shares; 2025Q3: 33,705 shares; 2025Q4: 31,242 shares; 2026Q1: 28,754 shares 28,754 $562K 0.01% -2,488 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,402 shares; 2025Q1: 7,403 shares; 2025Q2: 7,408 shares; 2025Q3: 7,408 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares 7,408 $560K 0.01% 0 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 8,915 shares; 2025Q1: 8,948 shares; 2025Q2: 9,103 shares; 2025Q3: 9,133 shares; 2025Q4: 9,226 shares; 2026Q1: 11,853 shares 11,853 $557K 0.01% +2,627 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 53,200 shares; 2025Q1: 179,024 shares; 2025Q2: 247,818 shares; 2025Q3: 266,999 shares; 2025Q4: 86,831 shares; 2026Q1: 54,602 shares 54,602 $556K 0.01% -32,229 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,686 shares; 2025Q1: 6,041 shares; 2025Q2: 5,819 shares; 2025Q3: 5,787 shares; 2025Q4: 5,781 shares; 2026Q1: 6,350 shares 6,350 $548K 0.01% +569 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,997 shares; 2024Q4: 101,210 shares; 2025Q1: 101,472 shares; 2025Q2: 106,897 shares; 2025Q3: 107,304 shares; 2025Q4: 107,617 shares; 2026Q1: 107,326 shares 107,326 $547K 0.01% -291 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,631 shares; 2025Q1: 6,482 shares; 2025Q2: 6,625 shares; 2025Q3: 6,932 shares; 2025Q4: 6,950 shares; 2026Q1: 6,759 shares 6,759 $547K 0.01% -191 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 12,855 shares; 2025Q1: 15,486 shares; 2025Q2: 14,687 shares; 2025Q3: 15,238 shares; 2025Q4: 12,104 shares; 2026Q1: 11,993 shares 11,993 $545K 0.01% -111 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,699 shares; 2025Q2: 7,206 shares; 2025Q3: 11,228 shares; 2025Q4: 12,416 shares; 2026Q1: 12,525 shares 12,525 $544K 0.01% +109 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,272 shares; 2024Q4: 10,739 shares; 2025Q1: 10,456 shares; 2025Q2: 10,786 shares; 2025Q3: 11,406 shares; 2025Q4: 11,408 shares; 2026Q1: 11,259 shares 11,259 $542K 0.01% -149 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,079 shares; 2025Q1: 6,151 shares; 2025Q2: 6,008 shares; 2025Q3: 6,021 shares; 2025Q4: 6,054 shares; 2026Q1: 6,065 shares 6,065 $542K 0.01% +11 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,606 shares; 2024Q4: 7,702 shares; 2025Q1: 6,615 shares; 2025Q2: 6,533 shares; 2025Q3: 6,588 shares; 2025Q4: 7,787 shares; 2026Q1: 9,577 shares 9,577 $539K 0.01% +1,790 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 19,316 shares; 2025Q1: 23,175 shares; 2025Q2: 22,362 shares; 2025Q3: 24,694 shares; 2025Q4: 24,663 shares; 2026Q1: 24,239 shares 24,239 $538K 0.01% -424 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 4,008 shares; 2025Q1: 3,199 shares; 2025Q2: 4,690 shares; 2025Q3: 5,376 shares; 2025Q4: 5,347 shares; 2026Q1: 4,935 shares 4,935 $538K 0.01% -412 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,530 shares; 2024Q4: 28,239 shares; 2025Q1: 28,919 shares; 2025Q2: 28,928 shares; 2025Q3: 28,869 shares; 2025Q4: 29,862 shares; 2026Q1: 23,663 shares 23,663 $537K 0.01% -6,199 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 11,096 shares; 2025Q1: 9,561 shares; 2025Q2: 9,127 shares; 2025Q3: 8,939 shares; 2025Q4: 8,179 shares; 2026Q1: 8,232 shares 8,232 $536K 0.01% +53 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,561 shares 18,561 $536K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 11,309 shares; 2025Q1: 11,787 shares; 2025Q2: 12,103 shares; 2025Q3: 12,986 shares; 2025Q4: 10,010 shares; 2026Q1: 11,046 shares 11,046 $535K 0.01% +1,036 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 18,336 shares; 2025Q1: 18,702 shares; 2025Q2: 18,724 shares; 2025Q3: 18,692 shares; 2025Q4: 17,799 shares; 2026Q1: 5,803 shares 5,803 $535K 0.01% -11,996 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,927 shares; 2025Q1: 6,267 shares; 2025Q2: 8,482 shares; 2025Q3: 8,932 shares; 2025Q4: 8,281 shares; 2026Q1: 10,257 shares 10,257 $532K 0.01% +1,976 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,527 shares; 2025Q3: 6,321 shares; 2025Q4: 5,890 shares; 2026Q1: 5,611 shares 5,611 $531K 0.01% -279 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,854 shares 22,854 $530K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 8,602 shares; 2026Q1: 12,791 shares 12,791 $522K 0.01% +4,189 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 138 shares; 2025Q1: 141 shares; 2025Q2: 140 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 152 shares 152 $513K 0.01% +8 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,805 shares; 2025Q3: 2,660 shares; 2025Q4: 2,701 shares; 2026Q1: 2,747 shares 2,747 $512K 0.01% +46 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 10,506 shares; 2025Q1: 17,172 shares; 2025Q2: 42,086 shares; 2025Q3: 57,268 shares; 2025Q4: 55,888 shares; 2026Q1: 5,070 shares 5,070 $512K 0.01% -50,818 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,237 shares; 2026Q1: 15,522 shares 15,522 $511K 0.01% +285 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,126 shares; 2025Q4: 10,126 shares; 2026Q1: 10,126 shares 10,126 $511K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,474 shares; 2025Q1: 6,530 shares; 2025Q2: 11,717 shares; 2025Q3: 10,833 shares; 2025Q4: 7,497 shares; 2026Q1: 13,026 shares 13,026 $510K 0.01% +5,529 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $507K 0.01% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 8,037 shares; 2025Q3: 8,037 shares; 2025Q4: 8,037 shares; 2026Q1: 8,037 shares 8,037 $506K 0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,255 shares; 2025Q1: 8,225 shares; 2025Q2: 8,232 shares; 2025Q3: 8,257 shares; 2025Q4: 8,135 shares; 2026Q1: 5,477 shares 5,477 $506K 0.01% -2,658 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,794 shares; 2025Q2: 10,533 shares; 2025Q3: 16,941 shares; 2025Q4: 19,857 shares; 2026Q1: 5,056 shares 5,056 $505K 0.01% -14,801 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,534 shares; 2025Q1: 2,252 shares; 2025Q2: 2,187 shares; 2025Q3: 2,205 shares; 2025Q4: 2,400 shares; 2026Q1: 2,378 shares 2,378 $502K 0.01% -22 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,068 shares; 2025Q4: 24,385 shares; 2026Q1: 31,416 shares 31,416 $497K 0.01% +7,031 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,439 shares; 2025Q1: 3,606 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,631 shares; 2026Q1: 5,285 shares 5,285 $496K 0.01% +654 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,763 shares; 2024Q4: 36,197 shares; 2025Q1: 33,427 shares; 2025Q2: 33,304 shares; 2025Q3: 31,333 shares; 2025Q4: 32,464 shares; 2026Q1: 17,237 shares 17,237 $495K 0.01% -15,227 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,543 shares; 2025Q1: 1,427 shares; 2025Q2: 1,349 shares; 2025Q3: 1,363 shares; 2025Q4: 1,531 shares; 2026Q1: 1,506 shares 1,506 $493K 0.01% -25 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 661 shares; 2025Q1: 582 shares; 2025Q2: 576 shares; 2025Q3: 530 shares; 2025Q4: 577 shares; 2026Q1: 1,137 shares 1,137 $491K 0.01% +560 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 449 shares; 2025Q2: 432 shares; 2025Q3: 425 shares; 2025Q4: 438 shares; 2026Q1: 450 shares 450 $491K 0.01% +12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,965 shares; 2025Q2: 7,720 shares; 2025Q3: 9,241 shares; 2025Q4: 9,216 shares; 2026Q1: 9,341 shares 9,341 $489K 0.01% +125 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,195 shares; 2026Q1: 16,383 shares 16,383 $487K 0.01% +4,188 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 6,647 shares; 2025Q1: 4,688 shares; 2025Q2: 3,392 shares; 2025Q3: 9,953 shares; 2025Q4: 5,716 shares; 2026Q1: 4,986 shares 4,986 $486K 0.01% -730 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 2,789 shares; 2025Q1: 3,041 shares; 2025Q2: 2,685 shares; 2025Q3: 2,675 shares; 2025Q4: 3,244 shares; 2026Q1: 3,168 shares 3,168 $484K 0.01% -76 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,663 shares; 2024Q4: 29,149 shares; 2025Q1: 37,665 shares; 2025Q2: 42,446 shares; 2025Q3: 38,600 shares; 2025Q4: 14,984 shares; 2026Q1: 17,514 shares 17,514 $483K 0.01% +2,530 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: 1,342 shares; 2025Q2: 1,276 shares; 2025Q3: 1,445 shares; 2025Q4: 1,615 shares; 2026Q1: 1,635 shares 1,635 $483K 0.01% +20 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,187 shares; 2025Q1: 1,667 shares; 2025Q2: 1,774 shares; 2025Q3: 1,759 shares; 2025Q4: 1,806 shares; 2026Q1: 1,815 shares 1,815 $483K 0.01% +9 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 12,509 shares; 2025Q1: 24,193 shares; 2025Q2: 26,952 shares; 2025Q3: 27,861 shares; 2025Q4: 27,870 shares; 2026Q1: 28,156 shares 28,156 $482K 0.01% +286 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,175 shares; 2024Q4: 36,553 shares; 2025Q1: 736,545 shares; 2025Q2: 42,007 shares; 2025Q3: 20,905 shares; 2025Q4: 9,634 shares; 2026Q1: 9,489 shares 9,489 $482K 0.01% -145 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 3,656 shares; 2026Q1: 3,554 shares 3,554 $482K 0.01% -102 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,502 shares; 2025Q1: 3,107 shares; 2025Q2: 2,890 shares; 2025Q3: 3,015 shares; 2025Q4: 3,400 shares; 2026Q1: 3,591 shares 3,591 $475K 0.01% +191 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,307 shares; 2025Q1: 39,204 shares; 2025Q2: 40,952 shares; 2025Q3: 6,462 shares; 2025Q4: 5,865 shares; 2026Q1: 5,606 shares 5,606 $474K 0.01% -259 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,576 shares; 2025Q1: 6,156 shares; 2025Q2: 6,159 shares; 2025Q3: 6,163 shares; 2025Q4: 6,751 shares; 2026Q1: 9,244 shares 9,244 $470K 0.01% +2,493 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,117 shares; 2025Q1: 2,984 shares; 2025Q2: 2,862 shares; 2025Q3: 2,782 shares; 2025Q4: 2,915 shares; 2026Q1: 3,019 shares 3,019 $469K 0.01% +104 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 9,419 shares; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 18,401 shares; 2025Q4: 14,283 shares; 2026Q1: 15,195 shares 15,195 $468K 0.01% +912 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,641 shares; 2025Q1: 1,646 shares; 2025Q2: 1,640 shares; 2025Q3: 1,627 shares; 2025Q4: 1,481 shares; 2026Q1: 1,739 shares 1,739 $464K 0.01% +258 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 7,209 shares; 2025Q1: 8,202 shares; 2025Q2: 8,694 shares; 2025Q3: 9,216 shares; 2025Q4: 10,382 shares; 2026Q1: 11,795 shares 11,795 $463K 0.01% +1,413 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 3,756 shares; 2025Q1: 3,708 shares; 2025Q2: 3,712 shares; 2025Q3: 3,993 shares; 2025Q4: 3,664 shares; 2026Q1: 3,487 shares 3,487 $462K 0.01% -177 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 5,693 shares; 2025Q1: 4,339 shares; 2025Q2: 4,546 shares; 2025Q3: 4,517 shares; 2025Q4: 4,971 shares; 2026Q1: 4,727 shares 4,727 $462K 0.01% -244 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,733 shares; 2024Q4: 18,126 shares; 2025Q1: 19,411 shares; 2025Q2: 19,046 shares; 2025Q3: 15,844 shares; 2025Q4: 16,080 shares; 2026Q1: 16,085 shares 16,085 $461K 0.01% +5 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,952 shares; 2026Q1: 106,999 shares 106,999 $459K 0.01% +47 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 4,009 shares; 2025Q1: 4,411 shares; 2025Q2: 4,298 shares; 2025Q3: 4,450 shares; 2025Q4: 4,713 shares; 2026Q1: 5,362 shares 5,362 $457K 0.01% +649 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: 2,650 shares 2,650 $456K 0.01% +17 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,129 shares; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,090 shares; 2025Q4: 3,606 shares; 2026Q1: 3,602 shares 3,602 $455K 0.01% -4 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 15,903 shares; 2025Q1: 15,088 shares; 2025Q2: 15,678 shares; 2025Q3: 16,327 shares; 2025Q4: 19,807 shares; 2026Q1: 17,138 shares 17,138 $453K 0.01% -2,669 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,298 shares; 2025Q2: 7,298 shares; 2025Q3: 7,298 shares; 2025Q4: 7,298 shares; 2026Q1: 7,298 shares 7,298 $453K 0.01% 0 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,570 shares; 2025Q2: 1,804 shares; 2025Q3: 1,954 shares; 2025Q4: 2,001 shares; 2026Q1: 2,104 shares 2,104 $452K 0.01% +103 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 4,992 shares; 2025Q1: 4,015 shares; 2025Q2: 4,049 shares; 2025Q3: 3,919 shares; 2025Q4: 3,790 shares; 2026Q1: 3,728 shares 3,728 $451K 0.01% -62 Timeline AHLT AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 21,055 shares; 2025Q1: 20,425 shares; 2025Q2: 13,686 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares; 2026Q1: 15,964 shares 15,964 $451K 0.01% +2,271 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 7,366 shares; 2026Q1: 9,755 shares 9,755 $450K 0.01% +2,389 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,846 shares; 2026Q1: 17,420 shares 17,420 $449K 0.01% +2,574 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,589 shares; 2025Q1: 1,417 shares; 2025Q2: 1,320 shares; 2025Q3: 1,298 shares; 2025Q4: 1,458 shares; 2026Q1: 1,538 shares 1,538 $449K 0.01% +80 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,803 shares; 2025Q1: 2,612 shares; 2025Q2: 4,048 shares; 2025Q3: 4,338 shares; 2025Q4: 3,618 shares; 2026Q1: 2,732 shares 2,732 $448K 0.01% -886 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,984 shares; 2025Q1: 3,847 shares; 2025Q2: 4,508 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 4,094 shares 4,094 $448K 0.01% -396 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,846 shares; 2024Q4: 33,422 shares; 2025Q1: 33,895 shares; 2025Q2: 36,440 shares; 2025Q3: 35,705 shares; 2025Q4: 37,927 shares; 2026Q1: 41,047 shares 41,047 $447K 0.01% +3,120 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 8,052 shares; 2025Q1: 8,601 shares; 2025Q2: 7,290 shares; 2025Q3: 7,790 shares; 2025Q4: 6,013 shares; 2026Q1: 9,802 shares 9,802 $446K 0.01% +3,789 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,569 shares; 2024Q4: 21,821 shares; 2025Q1: 21,906 shares; 2025Q2: 22,884 shares; 2025Q3: 23,316 shares; 2025Q4: 16,065 shares; 2026Q1: 16,347 shares 16,347 $445K 0.01% +282 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares 1,129 $445K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,044 shares; 2025Q1: 2,052 shares; 2025Q2: 1,955 shares; 2025Q3: 2,035 shares; 2025Q4: 2,096 shares; 2026Q1: 2,081 shares 2,081 $442K 0.01% -15 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,481 shares 21,481 $441K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,330 shares 1,330 $440K 0.01% +19 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,475 shares 16,475 $439K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 777 shares; 2025Q1: 1,803 shares; 2025Q2: 1,862 shares; 2025Q3: 1,793 shares; 2025Q4: 1,979 shares; 2026Q1: 1,835 shares 1,835 $439K 0.01% -144 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,146 shares; 2024Q4: 33,690 shares; 2025Q1: 33,408 shares; 2025Q2: 33,758 shares; 2025Q3: 33,360 shares; 2025Q4: 20,313 shares; 2026Q1: 20,313 shares 20,313 $436K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,065 shares; 2025Q4: 6,013 shares; 2026Q1: 5,966 shares 5,966 $434K 0.01% -47 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,922 shares; 2026Q1: 18,480 shares 18,480 $433K 0.01% +7,558 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,716 shares; 2025Q4: 16,619 shares; 2026Q1: 17,602 shares 17,602 $433K 0.01% +983 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,270 shares; 2024Q4: 29,500 shares; 2025Q1: 34,119 shares; 2025Q2: 34,336 shares; 2025Q3: 34,576 shares; 2025Q4: 34,884 shares; 2026Q1: 35,034 shares 35,034 $432K 0.01% +150 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,178 shares; 2025Q1: 4,697 shares; 2025Q2: 4,898 shares; 2025Q3: 5,115 shares; 2025Q4: 5,126 shares; 2026Q1: 4,972 shares 4,972 $431K 0.01% -154 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,944 shares; 2025Q1: 4,955 shares; 2025Q2: 4,713 shares; 2025Q3: 6,080 shares; 2025Q4: 3,190 shares; 2026Q1: 3,044 shares 3,044 $431K 0.01% -146 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,985 shares; 2025Q1: 2,167 shares; 2025Q2: 2,165 shares; 2025Q3: 2,024 shares; 2025Q4: 2,346 shares; 2026Q1: 2,737 shares 2,737 $431K 0.01% +391 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 5,528 shares; 2025Q4: 2,604 shares; 2026Q1: 3,817 shares 3,817 $429K 0.01% +1,213 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,529 shares; 2025Q3: 1,629 shares; 2025Q4: 1,882 shares; 2026Q1: 2,155 shares 2,155 $426K 0.01% +273 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,731 shares; 2025Q1: 1,955 shares; 2025Q2: 2,142 shares; 2025Q3: 2,069 shares; 2025Q4: 2,063 shares; 2026Q1: 2,807 shares 2,807 $422K 0.01% +744 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,130 shares; 2024Q4: 74,911 shares; 2025Q1: 75,474 shares; 2025Q2: 11,005 shares; 2025Q3: 19,748 shares; 2025Q4: 16,183 shares; 2026Q1: 18,052 shares 18,052 $421K 0.01% +1,869 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,685 shares; 2025Q1: 16,685 shares; 2025Q2: 17,754 shares; 2025Q3: 17,754 shares; 2025Q4: 17,754 shares; 2026Q1: 17,754 shares 17,754 $419K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 5,898 shares; 2025Q3: 4,911 shares; 2025Q4: 8,834 shares; 2026Q1: 8,834 shares 8,834 $418K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,860 shares; 2026Q1: 13,951 shares 13,951 $418K 0.01% +7,091 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,587 shares; 2024Q4: 49,108 shares; 2025Q1: 47,563 shares; 2025Q2: 35,099 shares; 2025Q3: 24,585 shares; 2025Q4: 15,603 shares; 2026Q1: 16,071 shares 16,071 $416K 0.01% +468 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,289 shares; 2025Q4: 5,500 shares; 2026Q1: 5,485 shares 5,485 $415K 0.01% -15 Timeline VIXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,031 shares 12,031 $413K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,847 shares; 2025Q1: 3,949 shares; 2025Q2: 4,682 shares; 2025Q3: 4,570 shares; 2025Q4: 7,024 shares; 2026Q1: 5,778 shares 5,778 $411K 0.01% -1,246 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 5,439 shares; 2025Q1: 3,727 shares; 2025Q2: 3,952 shares; 2025Q3: 3,961 shares; 2025Q4: 4,045 shares; 2026Q1: 4,052 shares 4,052 $408K 0.01% +7 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,015 shares; 2025Q4: 4,200 shares; 2026Q1: 4,222 shares 4,222 $407K 0.01% +22 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares; 2026Q1: 8,208 shares 8,208 $406K 0.01% +3,114 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,026 shares 11,026 $406K 0.01% new Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,770 shares 28,770 $406K 0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,246 shares; 2025Q4: 4,252 shares; 2026Q1: 4,574 shares 4,574 $405K 0.01% +322 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares; 2025Q3: 8,399 shares; 2025Q4: 11,481 shares; 2026Q1: 16,171 shares 16,171 $404K 0.01% +4,690 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 40,123 shares; 2025Q1: 39,690 shares; 2025Q2: 39,633 shares; 2025Q3: 39,864 shares; 2025Q4: 41,353 shares; 2026Q1: 39,089 shares 39,089 $403K 0.01% -2,264 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,753 shares; 2026Q1: 11,091 shares 11,091 $401K 0.01% +338 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: 5,300 shares; 2026Q1: 6,242 shares 6,242 $401K 0.01% +942 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,021 shares; 2025Q1: 5,869 shares; 2025Q2: 4,967 shares; 2025Q3: 4,926 shares; 2025Q4: 3,998 shares; 2026Q1: 3,630 shares 3,630 $401K 0.01% -368 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 5,218 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 5,765 shares; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares 5,337 $401K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,628 shares; 2025Q3: 16,348 shares; 2025Q4: 16,633 shares; 2026Q1: 14,971 shares 14,971 $400K 0.01% -1,662 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,247 shares; 2025Q4: 14,180 shares; 2026Q1: 17,302 shares 17,302 $398K 0.01% +3,122 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,833 shares; 2025Q2: 7,033 shares; 2025Q3: 7,903 shares; 2025Q4: 8,468 shares; 2026Q1: 8,568 shares 8,568 $396K 0.01% +100 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,408 shares; 2025Q3: 3,424 shares; 2025Q4: 3,438 shares; 2026Q1: 2,362 shares 2,362 $395K 0.01% -1,076 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 7,875 shares; 2026Q1: 7,130 shares 7,130 $394K 0.01% -745 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,160 shares; 2025Q4: 6,306 shares; 2026Q1: 6,356 shares 6,356 $393K 0.01% +50 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 14,478 shares; 2025Q1: 14,403 shares; 2025Q2: 14,762 shares; 2025Q3: 14,603 shares; 2025Q4: 14,603 shares; 2026Q1: 14,503 shares 14,503 $390K 0.01% -100 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,358 shares; 2025Q1: 1,244 shares; 2025Q2: 1,100 shares; 2025Q3: 1,137 shares; 2025Q4: 1,265 shares; 2026Q1: 1,282 shares 1,282 $390K 0.01% +17 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares; 2025Q3: 2,178 shares; 2025Q4: 1,978 shares; 2026Q1: 2,126 shares 2,126 $389K 0.01% +148 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 4,337 shares; 2025Q1: 4,006 shares; 2025Q2: 3,986 shares; 2025Q3: 3,986 shares; 2025Q4: 4,096 shares; 2026Q1: 4,037 shares 4,037 $389K 0.01% -59 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: 1,338 shares; 2025Q2: 1,843 shares; 2025Q3: 1,697 shares; 2025Q4: 1,827 shares; 2026Q1: 2,104 shares 2,104 $384K 0.01% +277 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $382K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 313 shares; 2025Q3: 359 shares; 2025Q4: 370 shares; 2026Q1: 358 shares 358 $382K 0.01% -12 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,900 shares; 2025Q3: 10,909 shares; 2025Q4: 10,922 shares; 2026Q1: 10,937 shares 10,937 $382K 0.01% +15 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,538 shares; 2025Q1: 2,426 shares; 2025Q2: 1,486 shares; 2025Q3: 1,863 shares; 2025Q4: 1,531 shares; 2026Q1: 1,589 shares 1,589 $381K 0.01% +58 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 6,500 shares 6,500 $377K 0.01% -68 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,267 shares 16,267 $377K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,249 shares; 2025Q1: 1,256 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,425 shares; 2026Q1: 1,499 shares 1,499 $376K 0.01% +74 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,049 shares; 2025Q3: 18,447 shares; 2025Q4: 17,312 shares; 2026Q1: 18,383 shares 18,383 $375K 0.01% +1,071 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 2,388 shares 2,388 $375K 0.01% +200 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,680 shares; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 3,093 shares; 2026Q1: 3,152 shares 3,152 $374K 0.01% +59 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,901 shares 13,901 $372K 0.01% new Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,420 shares; 2025Q1: 4,880 shares; 2025Q2: 4,838 shares; 2025Q3: 4,845 shares; 2025Q4: 5,137 shares; 2026Q1: 5,173 shares 5,173 $372K 0.01% +36 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,456 shares; 2025Q1: 1,895 shares; 2025Q2: 1,832 shares; 2025Q3: 1,849 shares; 2025Q4: 1,827 shares; 2026Q1: 1,789 shares 1,789 $371K 0.01% -38 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares 338 $370K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 14,199 shares; 2025Q1: not reported; 2025Q2: 12,571 shares; 2025Q3: 12,388 shares; 2025Q4: 12,050 shares; 2026Q1: 23,004 shares 23,004 $365K 0.01% +10,954 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,121 shares; 2025Q2: 3,114 shares; 2025Q3: 3,452 shares; 2025Q4: 3,357 shares; 2026Q1: 3,325 shares 3,325 $365K 0.01% -32 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 4,985 shares; 2025Q1: 5,208 shares; 2025Q2: 4,645 shares; 2025Q3: 4,636 shares; 2025Q4: 3,235 shares; 2026Q1: 3,328 shares 3,328 $364K 0.01% +93 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 10,901 shares; 2025Q1: 10,811 shares; 2025Q2: 10,843 shares; 2025Q3: 9,643 shares; 2025Q4: 9,673 shares; 2026Q1: 9,700 shares 9,700 $363K 0.01% +27 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $359K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,054 shares; 2025Q3: 7,568 shares; 2025Q4: 7,134 shares; 2026Q1: 7,652 shares 7,652 $358K 0.01% +518 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,541 shares; 2025Q4: 7,531 shares; 2026Q1: 7,673 shares 7,673 $358K 0.01% +142 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 616 shares; 2025Q4: 719 shares; 2026Q1: 756 shares 756 $358K 0.01% +37 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,498 shares; 2025Q1: 5,927 shares; 2025Q2: 6,018 shares; 2025Q3: 6,282 shares; 2025Q4: 6,346 shares; 2026Q1: 5,855 shares 5,855 $357K 0.01% -491 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,529 shares; 2025Q2: 9,553 shares; 2025Q3: 9,265 shares; 2025Q4: 9,285 shares; 2026Q1: 8,678 shares 8,678 $357K 0.01% -607 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 706 shares; 2025Q1: 721 shares; 2025Q2: 752 shares; 2025Q3: 757 shares; 2025Q4: 842 shares; 2026Q1: 837 shares 837 $356K 0.01% -5 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 20,483 shares; 2025Q1: 22,850 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 19,746 shares; 2026Q1: 23,846 shares 23,846 $356K 0.01% +4,100 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,577 shares; 2025Q1: 2,582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 1,190 shares 1,190 $353K 0.01% -245 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 10,586 shares 10,586 $353K 0.01% +3,862 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,357 shares; 2025Q1: 3,467 shares; 2025Q2: 3,509 shares; 2025Q3: 3,534 shares; 2025Q4: 3,340 shares; 2026Q1: 3,622 shares 3,622 $352K 0.01% +282 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,969 shares; 2025Q1: 1,819 shares; 2025Q2: 2,188 shares; 2025Q3: 2,195 shares; 2025Q4: 2,153 shares; 2026Q1: 2,025 shares 2,025 $350K 0.01% -128 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares; 2026Q1: 6,765 shares 6,765 $350K 0.01% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,616 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 11,034 shares; 2026Q1: 10,616 shares 10,616 $349K 0.01% -418 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,245 shares 3,245 $348K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 2,656 shares; 2026Q1: 1,367 shares 1,367 $347K 0.01% -1,289 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,729 shares; 2025Q4: 7,837 shares; 2026Q1: 7,750 shares 7,750 $343K 0.01% -87 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 6,186 shares; 2025Q1: 6,116 shares; 2025Q2: 6,250 shares; 2025Q3: 6,305 shares; 2025Q4: 7,305 shares; 2026Q1: 7,505 shares 7,505 $342K 0.01% +200 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 5,037 shares; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,162 shares; 2025Q4: 4,137 shares; 2026Q1: 3,606 shares 3,606 $340K 0.01% -531 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 1,979 shares 1,979 $340K 0.01% -459 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,172 shares 6,172 $338K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,402 shares; 2026Q1: 6,402 shares 6,402 $338K 0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,911 shares; 2026Q1: 9,540 shares 9,540 $338K 0.01% +3,629 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 745 shares; 2025Q1: 882 shares; 2025Q2: 875 shares; 2025Q3: 967 shares; 2025Q4: 940 shares; 2026Q1: 1,051 shares 1,051 $337K 0.01% +111 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,129 shares; 2024Q4: 27,539 shares; 2025Q1: 27,755 shares; 2025Q2: 28,172 shares; 2025Q3: 28,719 shares; 2025Q4: 29,382 shares; 2026Q1: 29,713 shares 29,713 $337K 0.01% +331 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823 shares; 2026Q1: 3,008 shares 3,008 $335K 0.01% +185 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,231 shares 14,231 $335K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,586 shares; 2024Q4: 25,425 shares; 2025Q1: 4,286 shares; 2025Q2: 3,834 shares; 2025Q3: not reported; 2025Q4: 4,149 shares; 2026Q1: 9,108 shares 9,108 $335K 0.01% +4,959 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,066 shares; 2024Q4: 36,603 shares; 2025Q1: 37,188 shares; 2025Q2: 37,059 shares; 2025Q3: 7,102 shares; 2025Q4: 7,103 shares; 2026Q1: 7,089 shares 7,089 $334K 0.01% -14 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,491 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares; 2026Q1: 14,491 shares 14,491 $334K 0.01% 0 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,353 shares; 2025Q4: 16,856 shares; 2026Q1: 20,439 shares 20,439 $333K 0.01% +3,583 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,678 shares 6,678 $332K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 5,046 shares; 2025Q3: 5,131 shares; 2025Q4: 5,926 shares; 2026Q1: 7,898 shares 7,898 $332K 0.01% +1,972 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 2,294 shares 2,294 $332K 0.01% +263 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,287 shares; 2025Q1: 5,316 shares; 2025Q2: 5,545 shares; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 845 shares 845 $331K 0.01% +29 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,523 shares; 2025Q3: 3,567 shares; 2025Q4: 4,620 shares; 2026Q1: 4,900 shares 4,900 $329K 0.01% +280 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,110 shares; 2025Q1: 4,033 shares; 2025Q2: 4,795 shares; 2025Q3: 4,643 shares; 2025Q4: 4,580 shares; 2026Q1: 4,587 shares 4,587 $329K 0.01% +7 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 9,261 shares; 2025Q1: 8,830 shares; 2025Q2: 8,305 shares; 2025Q3: 7,892 shares; 2025Q4: 7,134 shares; 2026Q1: 5,051 shares 5,051 $329K 0.01% -2,083 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 4,378 shares; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 3,920 shares 3,920 $328K 0.01% +154 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,943 shares; 2025Q1: 5,402 shares; 2025Q2: 4,974 shares; 2025Q3: 5,995 shares; 2025Q4: 6,115 shares; 2026Q1: 6,147 shares 6,147 $327K 0.01% +32 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 17,526 shares; 2025Q1: 19,991 shares; 2025Q2: 25,693 shares; 2025Q3: 37,527 shares; 2025Q4: 32,642 shares; 2026Q1: 32,475 shares 32,475 $326K 0.01% -167 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,297 shares; 2025Q1: 4,306 shares; 2025Q2: 3,978 shares; 2025Q3: 4,925 shares; 2025Q4: 4,907 shares; 2026Q1: 2,753 shares 2,753 $325K 0.01% -2,154 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,534 shares; 2026Q1: 11,244 shares 11,244 $323K 0.01% +1,710 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares 7,210 $323K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,550 shares; 2025Q2: 21,798 shares; 2025Q3: 22,869 shares; 2025Q4: 19,614 shares; 2026Q1: 14,163 shares 14,163 $322K 0.01% -5,451 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,289 shares; 2025Q1: 2,584 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 3,148 shares; 2026Q1: 3,148 shares 3,148 $321K 0.01% 0 Timeline HFEQ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,171 shares 15,171 $320K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,408 shares; 2024Q4: 10,259 shares; 2025Q1: 13,068 shares; 2025Q2: 8,360 shares; 2025Q3: 8,343 shares; 2025Q4: 8,332 shares; 2026Q1: 6,301 shares 6,301 $319K 0.01% -2,031 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,837 shares; 2025Q3: 4,776 shares; 2025Q4: 4,764 shares; 2026Q1: 5,800 shares 5,800 $318K 0.01% +1,036 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,208 shares; 2025Q3: 6,088 shares; 2025Q4: 6,113 shares; 2026Q1: 6,246 shares 6,246 $317K 0.01% +133 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 6,885 shares; 2025Q1: 7,458 shares; 2025Q2: 7,807 shares; 2025Q3: 8,160 shares; 2025Q4: 6,044 shares; 2026Q1: 5,500 shares 5,500 $317K 0.01% -544 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,093 shares; 2024Q4: 30,180 shares; 2025Q1: 30,306 shares; 2025Q2: 16,257 shares; 2025Q3: 16,601 shares; 2025Q4: 16,118 shares; 2026Q1: 10,427 shares 10,427 $317K 0.01% -5,691 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 7,435 shares 7,435 $316K 0.01% -14 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 14,702 shares; 2026Q1: 14,703 shares 14,703 $316K 0.01% +1 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,789 shares; 2025Q1: 2,932 shares; 2025Q2: 2,917 shares; 2025Q3: 2,827 shares; 2025Q4: 2,758 shares; 2026Q1: 1,828 shares 1,828 $315K 0.01% -930 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 3,307 shares; 2025Q4: 4,185 shares; 2026Q1: 3,357 shares 3,357 $315K 0.01% -828 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares 4,129 $315K 0.01% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,192 shares; 2025Q3: 4,011 shares; 2025Q4: 4,462 shares; 2026Q1: 4,453 shares 4,453 $313K 0.01% -9 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,143 shares; 2024Q4: 29,642 shares; 2025Q1: 28,245 shares; 2025Q2: 28,223 shares; 2025Q3: 27,726 shares; 2025Q4: 21,537 shares; 2026Q1: 14,386 shares 14,386 $311K 0.01% -7,151 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,658 shares; 2025Q1: 2,774 shares; 2025Q2: 2,648 shares; 2025Q3: 2,990 shares; 2025Q4: 2,667 shares; 2026Q1: 2,662 shares 2,662 $308K 0.01% -5 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,842 shares; 2026Q1: 4,962 shares 4,962 $308K 0.01% +120 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 5,829 shares; 2025Q1: 5,827 shares; 2025Q2: 5,932 shares; 2025Q3: 6,292 shares; 2025Q4: 6,971 shares; 2026Q1: 6,271 shares 6,271 $306K 0.01% -700 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,775 shares; 2026Q1: 2,763 shares 2,763 $304K 0.01% -12 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,162 shares; 2025Q1: 6,858 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,667 shares 6,667 $303K 0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,520 shares; 2025Q1: 4,475 shares; 2025Q2: 4,445 shares; 2025Q3: 4,422 shares; 2025Q4: 4,072 shares; 2026Q1: 4,044 shares 4,044 $303K 0.01% -28 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 551 shares 551 $303K 0.01% +53 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,496 shares; 2025Q1: 7,054 shares; 2025Q2: 7,504 shares; 2025Q3: 7,104 shares; 2025Q4: 6,663 shares; 2026Q1: 6,024 shares 6,024 $302K 0.01% -639 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 3,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,062 shares; 2026Q1: 4,539 shares 4,539 $302K 0.01% +477 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,182 shares 3,182 $301K 0.01% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,648 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490 $301K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,446 shares 1,446 $301K 0.01% +148 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,522 shares; 2025Q4: 2,453 shares; 2026Q1: 2,554 shares 2,554 $300K 0.01% +101 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 4,402 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,899 shares; 2026Q1: 3,839 shares 3,839 $300K 0.01% -60 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,677 shares 13,677 $298K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,384 shares; 2025Q4: 5,992 shares; 2026Q1: 3,845 shares 3,845 $298K 0.01% -2,147 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,920 shares; 2025Q1: 4,078 shares; 2025Q2: 3,435 shares; 2025Q3: 3,286 shares; 2025Q4: 3,129 shares; 2026Q1: 2,958 shares 2,958 $298K 0.01% -171 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 4,920 shares; 2025Q3: 4,724 shares; 2025Q4: 4,363 shares; 2026Q1: 4,277 shares 4,277 $297K 0.01% -86 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 8,745 shares; 2025Q1: 29,097 shares; 2025Q2: 9,626 shares; 2025Q3: 9,983 shares; 2025Q4: 10,020 shares; 2026Q1: 8,802 shares 8,802 $296K 0.01% -1,218 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,528 shares 13,528 $296K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 4,220 shares; 2025Q1: 2,811 shares; 2025Q2: 2,715 shares; 2025Q3: 2,698 shares; 2025Q4: 2,619 shares; 2026Q1: 1,505 shares 1,505 $296K 0.01% -1,114 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 7,961 shares; 2025Q1: 7,809 shares; 2025Q2: 7,567 shares; 2025Q3: 7,557 shares; 2025Q4: 7,492 shares; 2026Q1: 9,250 shares 9,250 $296K 0.01% +1,758 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 7,340 shares; 2025Q1: 7,769 shares; 2025Q2: 6,852 shares; 2025Q3: 6,493 shares; 2025Q4: 6,888 shares; 2026Q1: 3,675 shares 3,675 $294K 0.01% -3,213 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,746 shares; 2025Q3: 5,755 shares; 2025Q4: 5,765 shares; 2026Q1: 5,772 shares 5,772 $293K 0.01% +7 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,559 shares; 2025Q4: 14,678 shares; 2026Q1: 11,436 shares 11,436 $292K 0.01% -3,242 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 3,605 shares; 2026Q1: 1,980 shares 1,980 $292K 0.01% -1,625 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 4,542 shares; 2025Q1: 4,525 shares; 2025Q2: 4,485 shares; 2025Q3: 4,410 shares; 2025Q4: 3,163 shares; 2026Q1: 3,121 shares 3,121 $291K 0.01% -42 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,539 shares; 2025Q1: 8,886 shares; 2025Q2: 8,965 shares; 2025Q3: 9,026 shares; 2025Q4: 9,091 shares; 2026Q1: 9,156 shares 9,156 $288K 0.01% +65 Timeline HWAY THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 8,664 shares; 2026Q1: 8,665 shares 8,665 $287K 0.01% +1 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 13,099 shares; 2025Q1: 9,053 shares; 2025Q2: 9,886 shares; 2025Q3: 9,786 shares; 2025Q4: 8,281 shares; 2026Q1: 7,851 shares 7,851 $285K 0.01% -430 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,802 shares; 2026Q1: 3,971 shares 3,971 $284K 0.01% +169 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,984 shares; 2025Q4: 15,652 shares; 2026Q1: 18,511 shares 18,511 $284K 0.01% +2,859 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,933 shares; 2025Q4: 14,716 shares; 2026Q1: 15,073 shares 15,073 $281K 0.01% +357 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,666 shares; 2025Q2: 7,497 shares; 2025Q3: 7,498 shares; 2025Q4: 7,499 shares; 2026Q1: 7,499 shares 7,499 $281K 0.01% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,407 shares; 2024Q4: 17,450 shares; 2025Q1: 12,273 shares; 2025Q2: 12,280 shares; 2025Q3: 12,286 shares; 2025Q4: 12,295 shares; 2026Q1: 12,299 shares 12,299 $279K 0.01% +4 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,481 shares; 2024Q4: 23,036 shares; 2025Q1: 24,027 shares; 2025Q2: 25,441 shares; 2025Q3: 25,172 shares; 2025Q4: 20,881 shares; 2026Q1: 29,409 shares 29,409 $279K 0.01% +8,528 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 1,958 shares; 2025Q2: 1,898 shares; 2025Q3: 1,747 shares; 2025Q4: 1,594 shares; 2026Q1: 1,405 shares 1,405 $278K 0.01% -189 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,112 shares; 2025Q3: 10,550 shares; 2025Q4: 10,567 shares; 2026Q1: 10,653 shares 10,653 $276K 0.01% +86 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 56 shares; 2025Q2: 47 shares; 2025Q3: 52 shares; 2025Q4: 55 shares; 2026Q1: 65 shares 65 $274K 0.01% +10 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,390 shares; 2025Q1: 2,868 shares; 2025Q2: 3,014 shares; 2025Q3: 2,532 shares; 2025Q4: 2,677 shares; 2026Q1: 2,678 shares 2,678 $274K 0.01% +1 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 18,575 shares; 2025Q1: 18,918 shares; 2025Q2: 26,837 shares; 2025Q3: 72,157 shares; 2025Q4: 33,253 shares; 2026Q1: 24,700 shares 24,700 $273K 0.01% -8,553 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $273K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,000 shares; 2025Q1: 905 shares; 2025Q2: 895 shares; 2025Q3: 889 shares; 2025Q4: 917 shares; 2026Q1: 978 shares 978 $272K 0.01% +61 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,686 shares 6,686 $271K 0.01% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 3,961 shares; 2025Q4: 3,165 shares; 2026Q1: 3,230 shares 3,230 $271K 0.01% +65 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,218 shares; 2026Q1: 5,433 shares 5,433 $270K 0.01% +1,215 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 30,359 shares; 2025Q1: 29,969 shares; 2025Q2: 29,994 shares; 2025Q3: 31,344 shares; 2025Q4: 23,406 shares; 2026Q1: 19,517 shares 19,517 $269K 0.01% -3,889 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,603 shares; 2024Q4: 11,810 shares; 2025Q1: 9,483 shares; 2025Q2: 9,177 shares; 2025Q3: 8,731 shares; 2025Q4: 7,352 shares; 2026Q1: 6,660 shares 6,660 $267K 0.01% -692 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,574 shares; 2025Q2: 3,562 shares; 2025Q3: 3,466 shares; 2025Q4: 2,950 shares; 2026Q1: 2,880 shares 2,880 $266K 0.01% -70 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,820 shares; 2025Q4: 9,475 shares; 2026Q1: 7,575 shares 7,575 $264K 0.01% -1,900 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: not reported; 2026Q1: 5,388 shares 5,388 $264K 0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $263K 0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,998 shares 9,998 $263K 0.01% new Timeline NZAC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,444 shares; 2025Q1: 6,444 shares; 2025Q2: 6,444 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares; 2026Q1: 6,444 shares 6,444 $262K 0.01% -4 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,491 shares; 2025Q4: 5,328 shares; 2026Q1: 5,109 shares 5,109 $261K 0.01% -219 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,553 shares; 2025Q1: 10,439 shares; 2025Q2: 11,876 shares; 2025Q3: 11,521 shares; 2025Q4: 11,017 shares; 2026Q1: 12,269 shares 12,269 $259K 0.01% +1,252 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,245 shares; 2026Q1: 1,270 shares 1,270 $259K 0.01% +25 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 545 shares 545 $259K 0.01% -637 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $258K 0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 2,526 shares; 2025Q4: 1,604 shares; 2026Q1: 791 shares 791 $258K 0.01% -813 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,759 shares; 2025Q1: 7,099 shares; 2025Q2: 7,149 shares; 2025Q3: 7,248 shares; 2025Q4: 7,480 shares; 2026Q1: 7,480 shares 7,480 $258K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,114 shares; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,235 shares 1,235 $257K 0.01% +25 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,993 shares; 2025Q3: 12,812 shares; 2025Q4: 9,166 shares; 2026Q1: 7,152 shares 7,152 $257K <0.01% -2,014 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,491 shares; 2025Q1: 2,420 shares; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,462 shares; 2026Q1: 2,164 shares 2,164 $256K <0.01% -298 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,303 shares; 2025Q2: 27,244 shares; 2025Q3: 15,023 shares; 2025Q4: 11,299 shares; 2026Q1: 10,904 shares 10,904 $256K <0.01% -395 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,527 shares 2,527 $256K <0.01% +27 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares 5,285 $256K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,234 shares; 2025Q4: 1,199 shares; 2026Q1: 1,383 shares 1,383 $255K <0.01% +184 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,354 shares 5,354 $255K <0.01% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355 $255K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 4,787 shares 4,787 $255K <0.01% +192 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,967 shares; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 1,840 shares; 2025Q4: not reported; 2026Q1: 2,216 shares 2,216 $255K <0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares 8,980 $254K <0.01% 0 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,947 shares 6,947 $253K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,030 shares 6,030 $253K <0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,724 shares; 2024Q4: not reported; 2025Q1: 18,791 shares; 2025Q2: 18,644 shares; 2025Q3: 17,160 shares; 2025Q4: 9,062 shares; 2026Q1: 11,462 shares 11,462 $252K <0.01% +2,400 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 10,950 shares; 2025Q1: 11,106 shares; 2025Q2: 11,320 shares; 2025Q3: 10,987 shares; 2025Q4: 10,771 shares; 2026Q1: 10,872 shares 10,872 $251K <0.01% +101 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares 1,387 $249K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,137 shares; 2025Q1: not reported; 2025Q2: 7,031 shares; 2025Q3: 7,125 shares; 2025Q4: 7,759 shares; 2026Q1: 8,618 shares 8,618 $248K <0.01% +859 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 11,985 shares; 2025Q1: 11,985 shares; 2025Q2: 11,985 shares; 2025Q3: 14,182 shares; 2025Q4: 15,171 shares; 2026Q1: 15,917 shares 15,917 $247K <0.01% +746 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 6,315 shares; 2025Q1: 5,961 shares; 2025Q2: 5,867 shares; 2025Q3: 6,671 shares; 2025Q4: 6,370 shares; 2026Q1: 5,439 shares 5,439 $246K <0.01% -931 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,350 shares; 2025Q4: 1,319 shares; 2026Q1: 1,367 shares 1,367 $246K <0.01% +48 Timeline ERAS ERASCA INC More: the full row for ERASCA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,168 shares; 2026Q1: 15,168 shares 15,168 $245K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,198 shares; 2025Q1: 1,881 shares; 2025Q2: 1,993 shares; 2025Q3: 1,643 shares; 2025Q4: 1,802 shares; 2026Q1: 1,634 shares 1,634 $245K <0.01% -168 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 492 shares; 2025Q1: 748 shares; 2025Q2: 713 shares; 2025Q3: 693 shares; 2025Q4: 699 shares; 2026Q1: 723 shares 723 $245K <0.01% +24 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,361 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,414 shares; 2026Q1: 1,340 shares 1,340 $244K <0.01% -74 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,134 shares; 2026Q1: 5,134 shares 5,134 $244K <0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,749 shares; 2025Q1: 4,879 shares; 2025Q2: 4,317 shares; 2025Q3: 4,270 shares; 2025Q4: 3,794 shares; 2026Q1: 3,391 shares 3,391 $242K <0.01% -403 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,871 shares; 2026Q1: 9,214 shares 9,214 $242K <0.01% -657 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,384 shares; 2024Q4: 14,802 shares; 2025Q1: 14,912 shares; 2025Q2: 16,848 shares; 2025Q3: 16,285 shares; 2025Q4: 18,492 shares; 2026Q1: 3,867 shares 3,867 $241K <0.01% -14,625 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 4,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 1,882 shares 1,882 $240K <0.01% +224 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 13,928 shares; 2025Q1: 13,616 shares; 2025Q2: 96,697 shares; 2025Q3: 6,927 shares; 2025Q4: 7,047 shares; 2026Q1: 7,049 shares 7,049 $239K <0.01% +2 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: not reported; 2025Q1: 5,713 shares; 2025Q2: 5,728 shares; 2025Q3: 5,803 shares; 2025Q4: 6,224 shares; 2026Q1: 6,608 shares 6,608 $238K <0.01% +384 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,031 shares; 2025Q1: 23,188 shares; 2025Q2: 24,732 shares; 2025Q3: 4,300 shares; 2025Q4: 3,830 shares; 2026Q1: 3,283 shares 3,283 $236K <0.01% -547 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,733 shares; 2024Q4: 17,940 shares; 2025Q1: 15,992 shares; 2025Q2: 16,661 shares; 2025Q3: 16,473 shares; 2025Q4: 12,701 shares; 2026Q1: 12,591 shares 12,591 $235K <0.01% -110 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,928 shares; 2026Q1: 12,668 shares 12,668 $235K <0.01% +740 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: 2,339 shares; 2026Q1: 2,536 shares 2,536 $234K <0.01% +197 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,964 shares; 2025Q1: 10,319 shares; 2025Q2: 10,327 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares; 2026Q1: 10,192 shares 10,192 $234K <0.01% +9 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 28,593 shares; 2025Q1: 28,486 shares; 2025Q2: 22,135 shares; 2025Q3: 25,311 shares; 2025Q4: 20,346 shares; 2026Q1: 20,340 shares 20,340 $234K <0.01% -6 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,778 shares; 2026Q1: 3,266 shares 3,266 $232K <0.01% +488 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 4,470 shares; 2025Q1: 3,941 shares; 2025Q2: 3,914 shares; 2025Q3: 3,932 shares; 2025Q4: 1,876 shares; 2026Q1: 1,650 shares 1,650 $231K <0.01% -226 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,394 shares; 2025Q2: 8,406 shares; 2025Q3: 8,463 shares; 2025Q4: 8,463 shares; 2026Q1: 8,406 shares 8,406 $231K <0.01% -57 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,202 shares 4,202 $230K <0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares; 2026Q1: 677 shares 677 $229K <0.01% -7 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,858 shares; 2025Q4: 1,593 shares; 2026Q1: 1,619 shares 1,619 $228K <0.01% +26 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,675 shares; 2025Q2: 11,337 shares; 2025Q3: 11,707 shares; 2025Q4: 10,672 shares; 2026Q1: 9,320 shares 9,320 $228K <0.01% -1,352 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 5,890 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares 5,860 $227K <0.01% 0 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,336 shares 6,336 $227K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,064 shares 10,064 $226K <0.01% new Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,275 shares 6,275 $224K <0.01% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,720 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares 5,740 $224K <0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,442 shares 9,442 $223K <0.01% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,609 shares; 2025Q4: 5,606 shares; 2026Q1: 5,608 shares 5,608 $223K <0.01% +2 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,277 shares 5,277 $222K <0.01% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,231 shares; 2026Q1: 10,379 shares 10,379 $222K <0.01% +148 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 14,084 shares; 2025Q1: 13,452 shares; 2025Q2: 13,496 shares; 2025Q3: 13,541 shares; 2025Q4: 10,288 shares; 2026Q1: 10,168 shares 10,168 $222K <0.01% -120 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,439 shares; 2025Q2: 2,115 shares; 2025Q3: 2,306 shares; 2025Q4: 2,832 shares; 2026Q1: 2,729 shares 2,729 $222K <0.01% -103 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 2,408 shares; 2026Q1: 1,546 shares 1,546 $221K <0.01% -862 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 10,886 shares; 2025Q1: 9,498 shares; 2025Q2: 9,082 shares; 2025Q3: 7,898 shares; 2025Q4: not reported; 2026Q1: 3,390 shares 3,390 $220K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares 4,400 $220K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,041 shares 1,041 $220K <0.01% +8 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,665 shares 1,665 $219K <0.01% +90 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,386 shares; 2025Q3: 4,696 shares; 2025Q4: 4,722 shares; 2026Q1: 4,100 shares 4,100 $219K <0.01% -622 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,694 shares 4,694 $218K <0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 922 shares; 2025Q1: 929 shares; 2025Q2: 945 shares; 2025Q3: 946 shares; 2025Q4: 799 shares; 2026Q1: 794 shares 794 $218K <0.01% -5 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $217K <0.01% 0 JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $217K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,313 shares; 2025Q1: 1,181 shares; 2025Q2: 1,044 shares; 2025Q3: 1,019 shares; 2025Q4: 1,138 shares; 2026Q1: 1,264 shares 1,264 $216K <0.01% +126 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,472 shares; 2025Q4: 6,474 shares; 2026Q1: 6,392 shares 6,392 $216K <0.01% -82 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,924 shares 4,924 $215K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares 1,851 $215K <0.01% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $215K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $215K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,697 shares; 2025Q1: 3,725 shares; 2025Q2: 3,975 shares; 2025Q3: 4,224 shares; 2025Q4: 3,797 shares; 2026Q1: 3,536 shares 3,536 $213K <0.01% -261 Timeline