CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 13,043 shares; 2025Q1: 13,043 shares; 2025Q2: 16,043 shares; 2025Q3: 17,043 shares; 2025Q4: 17,043 shares; 2026Q1: 22,543 shares 22,543 $825K 0.03% +5,500 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: 12,709 shares; 2024Q4: 10,962 shares; 2025Q1: 10,759 shares; 2025Q2: 9,318 shares; 2025Q3: 8,850 shares; 2025Q4: 8,675 shares; 2026Q1: 8,675 shares 8,675 $821K 0.03% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,764 shares 11,764 $817K 0.03% new 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: 3,586 shares; 2024Q4: 3,751 shares; 2025Q1: 4,780 shares; 2025Q2: 4,301 shares; 2025Q3: 4,288 shares; 2025Q4: 4,680 shares; 2026Q1: 4,521 shares 4,521 $815K 0.03% -159 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 17,854 shares; 2025Q1: 17,579 shares; 2025Q2: 17,579 shares; 2025Q3: 17,579 shares; 2025Q4: 18,521 shares; 2026Q1: 18,521 shares 18,521 $812K 0.03% 0 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: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,199 shares; 2025Q2: 2,119 shares; 2025Q3: 2,738 shares; 2025Q4: 3,461 shares; 2026Q1: 6,745 shares 6,745 $800K 0.03% +3,284 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: 8,281 shares; 2024Q4: 2,605 shares; 2025Q1: 2,511 shares; 2025Q2: 2,402 shares; 2025Q3: 2,822 shares; 2025Q4: 2,718 shares; 2026Q1: 6,590 shares 6,590 $799K 0.03% +3,872 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,992 shares; 2024Q4: 7,405 shares; 2025Q1: 7,910 shares; 2025Q2: not reported; 2025Q3: 7,596 shares; 2025Q4: not reported; 2026Q1: 41,444 shares 41,444 $796K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,165 shares; 2025Q1: 14,259 shares; 2025Q2: 17,413 shares; 2025Q3: 17,320 shares; 2025Q4: 17,915 shares; 2026Q1: 18,986 shares 18,986 $791K 0.03% +1,071 Timeline EEM 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: 4,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 6,581 shares; 2026Q1: 13,870 shares 13,870 $788K 0.03% +7,289 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: not reported; 2025Q4: not reported; 2026Q1: 19,731 shares 19,731 $785K 0.03% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,195 shares; 2025Q3: 11,679 shares; 2025Q4: 15,648 shares; 2026Q1: 19,368 shares 19,368 $785K 0.03% +3,720 Timeline DTCR 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: 32,481 shares; 2026Q1: 32,659 shares 32,659 $783K 0.03% +178 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: 4,464 shares; 2024Q4: 4,139 shares; 2025Q1: 4,146 shares; 2025Q2: 3,808 shares; 2025Q3: 3,745 shares; 2025Q4: 4,399 shares; 2026Q1: 4,503 shares 4,503 $779K 0.03% +104 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 17,954 shares; 2025Q1: 17,955 shares; 2025Q2: 17,123 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares; 2026Q1: 16,500 shares 16,500 $771K 0.03% +1 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,646 shares; 2025Q1: 9,704 shares; 2025Q2: 10,524 shares; 2025Q3: 10,682 shares; 2025Q4: 11,167 shares; 2026Q1: 11,522 shares 11,522 $769K 0.03% +355 Timeline ICOP 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: 12,190 shares; 2026Q1: 16,105 shares 16,105 $766K 0.03% +3,915 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: 10,944 shares; 2024Q4: 7,601 shares; 2025Q1: 7,334 shares; 2025Q2: 17,352 shares; 2025Q3: 7,064 shares; 2025Q4: 6,268 shares; 2026Q1: 8,452 shares 8,452 $764K 0.03% +2,184 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,564 shares; 2025Q1: 5,175 shares; 2025Q2: 5,261 shares; 2025Q3: 4,537 shares; 2025Q4: 6,296 shares; 2026Q1: 6,273 shares 6,273 $760K 0.03% -23 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,287 shares; 2024Q4: 25,683 shares; 2025Q1: 24,445 shares; 2025Q2: 29,306 shares; 2025Q3: 29,331 shares; 2025Q4: 29,354 shares; 2026Q1: 29,014 shares 29,014 $758K 0.03% -340 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 19,799 shares; 2025Q1: 19,775 shares; 2025Q2: 19,681 shares; 2025Q3: 16,454 shares; 2025Q4: 15,557 shares; 2026Q1: 15,561 shares 15,561 $754K 0.03% +4 Timeline NUHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,046 shares; 2026Q1: 35,462 shares 35,462 $751K 0.03% +5,416 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 10,932 shares; 2025Q1: 10,915 shares; 2025Q2: 10,757 shares; 2025Q3: 10,757 shares; 2025Q4: 11,067 shares; 2026Q1: 11,156 shares 11,156 $749K 0.03% +89 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: 3,725 shares; 2024Q4: 3,454 shares; 2025Q1: 3,803 shares; 2025Q2: 3,752 shares; 2025Q3: 3,706 shares; 2025Q4: 5,139 shares; 2026Q1: 5,133 shares 5,133 $748K 0.03% -6 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: 1,838 shares; 2024Q4: 2,097 shares; 2025Q1: 2,133 shares; 2025Q2: 2,352 shares; 2025Q3: 2,404 shares; 2025Q4: 2,464 shares; 2026Q1: 2,453 shares 2,453 $746K 0.03% -11 Timeline HTUS 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: 15,918 shares; 2024Q4: 13,581 shares; 2025Q1: 15,658 shares; 2025Q2: 15,172 shares; 2025Q3: 18,194 shares; 2025Q4: 19,535 shares; 2026Q1: 19,532 shares 19,532 $746K 0.03% -3 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 1,763 shares; 2025Q1: 1,775 shares; 2025Q2: 1,754 shares; 2025Q3: 1,793 shares; 2025Q4: 1,725 shares; 2026Q1: 7,010 shares 7,010 $741K 0.03% +5,285 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: 2,527 shares; 2024Q4: 2,595 shares; 2025Q1: 2,598 shares; 2025Q2: 2,602 shares; 2025Q3: 2,585 shares; 2025Q4: 3,090 shares; 2026Q1: 4,378 shares 4,378 $740K 0.03% +1,288 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: 1,053 shares; 2024Q4: 1,012 shares; 2025Q1: 967 shares; 2025Q2: 1,103 shares; 2025Q3: 1,109 shares; 2025Q4: 1,060 shares; 2026Q1: 3,121 shares 3,121 $740K 0.03% +2,061 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: 51,623 shares; 2024Q4: 52,210 shares; 2025Q1: 48,634 shares; 2025Q2: 48,634 shares; 2025Q3: 49,558 shares; 2025Q4: 49,568 shares; 2026Q1: 37,777 shares 37,777 $738K 0.03% -11,791 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,864 shares 26,864 $734K 0.03% new Timeline FUTY 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: not reported; 2025Q3: 4,303 shares; 2025Q4: 5,707 shares; 2026Q1: 12,423 shares 12,423 $734K 0.03% +6,716 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,265 shares; 2025Q1: 4,089 shares; 2025Q2: 4,376 shares; 2025Q3: 4,291 shares; 2025Q4: 4,295 shares; 2026Q1: 4,224 shares 4,224 $733K 0.03% -71 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,158 shares; 2025Q4: 21,760 shares; 2026Q1: 24,546 shares 24,546 $732K 0.03% +2,786 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: 6,796 shares; 2024Q4: 5,606 shares; 2025Q1: 6,218 shares; 2025Q2: 6,533 shares; 2025Q3: 8,163 shares; 2025Q4: 7,390 shares; 2026Q1: 7,360 shares 7,360 $729K 0.03% -30 Timeline IWN 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: 3,877 shares; 2024Q4: 3,803 shares; 2025Q1: 3,439 shares; 2025Q2: 3,450 shares; 2025Q3: 3,554 shares; 2025Q4: 3,875 shares; 2026Q1: 3,842 shares 3,842 $728K 0.03% -33 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 4,513 shares; 2025Q1: 4,929 shares; 2025Q2: 6,422 shares; 2025Q3: 6,696 shares; 2025Q4: 7,882 shares; 2026Q1: 7,777 shares 7,777 $728K 0.03% -105 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 621 shares; 2025Q3: 576 shares; 2025Q4: 628 shares; 2026Q1: 1,631 shares 1,631 $728K 0.03% +1,003 Timeline SCHF 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: 12,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,310 shares 29,310 $725K 0.03% new 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: 9,559 shares; 2024Q4: 8,993 shares; 2025Q1: 7,839 shares; 2025Q2: 7,819 shares; 2025Q3: 7,694 shares; 2025Q4: 7,741 shares; 2026Q1: 7,710 shares 7,710 $725K 0.03% -31 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: 30,685 shares; 2024Q4: 21,135 shares; 2025Q1: 11,650 shares; 2025Q2: 11,612 shares; 2025Q3: 10,596 shares; 2025Q4: 7,325 shares; 2026Q1: 22,629 shares 22,629 $724K 0.03% +15,304 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,145 shares; 2024Q4: 20,588 shares; 2025Q1: 20,588 shares; 2025Q2: 20,653 shares; 2025Q3: 19,831 shares; 2025Q4: 19,382 shares; 2026Q1: 19,356 shares 19,356 $720K 0.03% -26 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: 11,255 shares; 2026Q1: 11,568 shares 11,568 $718K 0.03% +313 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: 7,112 shares; 2024Q4: 7,167 shares; 2025Q1: 7,175 shares; 2025Q2: 96,273 shares; 2025Q3: 107,156 shares; 2025Q4: 108,586 shares; 2026Q1: 13,050 shares 13,050 $716K 0.03% -95,536 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,645 shares; 2024Q4: 9,167 shares; 2025Q1: 9,450 shares; 2025Q2: 9,058 shares; 2025Q3: 9,231 shares; 2025Q4: 9,434 shares; 2026Q1: 13,548 shares 13,548 $712K 0.03% +4,114 Timeline SCHV 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: 6,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,946 shares 22,946 $700K 0.03% new Timeline JMUB 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: 11,525 shares; 2024Q4: 12,150 shares; 2025Q1: 12,769 shares; 2025Q2: 10,986 shares; 2025Q3: 7,650 shares; 2025Q4: 11,436 shares; 2026Q1: 13,916 shares 13,916 $696K 0.03% +2,480 Timeline XSOE 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: 16,306 shares; 2024Q4: 9,036 shares; 2025Q1: 8,194 shares; 2025Q2: 8,075 shares; 2025Q3: 8,265 shares; 2025Q4: 7,017 shares; 2026Q1: 17,302 shares 17,302 $694K 0.03% +10,285 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,261 shares 6,261 $691K 0.03% new 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: 11,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,754 shares; 2025Q3: 7,199 shares; 2025Q4: 11,841 shares; 2026Q1: 20,762 shares 20,762 $690K 0.03% +8,921 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: 13,536 shares; 2024Q4: 15,605 shares; 2025Q1: 15,960 shares; 2025Q2: 14,191 shares; 2025Q3: 14,170 shares; 2025Q4: 20,736 shares; 2026Q1: 20,558 shares 20,558 $689K 0.03% -178 Timeline FENY 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: 41,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,040 shares 20,040 $682K 0.03% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,454 shares 6,454 $678K 0.03% new 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: 8,841 shares; 2024Q4: 8,199 shares; 2025Q1: 8,243 shares; 2025Q2: 8,473 shares; 2025Q3: 8,643 shares; 2025Q4: 8,974 shares; 2026Q1: 15,529 shares 15,529 $678K 0.03% +6,555 Timeline LGOV 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: 134,249 shares; 2024Q4: 127,228 shares; 2025Q1: 105,291 shares; 2025Q2: 19,658 shares; 2025Q3: 26,368 shares; 2025Q4: 30,136 shares; 2026Q1: 31,366 shares 31,366 $677K 0.03% +1,230 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $676K 0.03% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,525 shares; 2025Q3: 6,600 shares; 2025Q4: 6,912 shares; 2026Q1: 6,740 shares 6,740 $675K 0.03% -172 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 608 shares 608 $674K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 1,744 shares; 2025Q1: 1,628 shares; 2025Q2: 1,545 shares; 2025Q3: 1,308 shares; 2025Q4: 1,608 shares; 2026Q1: 2,458 shares 2,458 $670K 0.03% +850 Timeline QYLD 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: 19,608 shares; 2024Q4: 18,069 shares; 2025Q1: 19,269 shares; 2025Q2: 27,448 shares; 2025Q3: 30,160 shares; 2025Q4: 34,221 shares; 2026Q1: 38,871 shares 38,871 $667K 0.03% +4,650 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: 12,463 shares; 2024Q4: 12,463 shares; 2025Q1: 12,463 shares; 2025Q2: 12,463 shares; 2025Q3: 12,463 shares; 2025Q4: 38,810 shares; 2026Q1: 38,810 shares 38,810 $664K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,333 shares; 2025Q4: 6,799 shares; 2026Q1: 7,786 shares 7,786 $661K 0.03% +987 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,100 shares; 2025Q4: 1,075 shares; 2026Q1: 1,065 shares 1,065 $657K 0.03% -10 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,561 shares; 2025Q4: 14,596 shares; 2026Q1: 14,085 shares 14,085 $656K 0.03% -511 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: 3,060 shares; 2025Q1: not reported; 2025Q2: 2,853 shares; 2025Q3: 2,853 shares; 2025Q4: 2,890 shares; 2026Q1: 5,806 shares 5,806 $653K 0.02% +2,916 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,368 shares; 2025Q3: 14,402 shares; 2025Q4: 34,213 shares; 2026Q1: 40,499 shares 40,499 $651K 0.02% +6,286 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,705 shares; 2024Q4: 35,817 shares; 2025Q1: 35,711 shares; 2025Q2: 36,808 shares; 2025Q3: 36,936 shares; 2025Q4: 60,704 shares; 2026Q1: 58,893 shares 58,893 $649K 0.02% -1,811 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 6,936 shares 6,936 $646K 0.02% new Timeline TLH 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: 2,191 shares; 2025Q2: 2,637 shares; 2025Q3: 3,167 shares; 2025Q4: 4,393 shares; 2026Q1: 6,403 shares 6,403 $645K 0.02% +2,010 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: 28,116 shares; 2024Q4: 26,078 shares; 2025Q1: 27,524 shares; 2025Q2: 30,200 shares; 2025Q3: 31,775 shares; 2025Q4: 40,060 shares; 2026Q1: 42,690 shares 42,690 $637K 0.02% +2,630 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: 14,715 shares; 2024Q4: 13,732 shares; 2025Q1: 12,376 shares; 2025Q2: 11,924 shares; 2025Q3: 11,725 shares; 2025Q4: 8,245 shares; 2026Q1: 7,653 shares 7,653 $633K 0.02% -592 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,865 shares 60,865 $633K 0.02% new Timeline TOTL 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: 14,260 shares; 2024Q4: 15,035 shares; 2025Q1: 17,910 shares; 2025Q2: 15,564 shares; 2025Q3: 15,670 shares; 2025Q4: 17,049 shares; 2026Q1: 15,851 shares 15,851 $630K 0.02% -1,198 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,062 shares; 2025Q4: 18,398 shares; 2026Q1: 21,432 shares 21,432 $629K 0.02% +3,034 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,306 shares 52,306 $627K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 4,604 shares 4,604 $624K 0.02% new Timeline IWB 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: 1,514 shares; 2024Q4: 1,499 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,478 shares; 2025Q4: 1,727 shares; 2026Q1: 1,746 shares 1,746 $622K 0.02% +19 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 6,891 shares; 2025Q1: 6,942 shares; 2025Q2: 7,355 shares; 2025Q3: 8,024 shares; 2025Q4: 7,493 shares; 2026Q1: 8,077 shares 8,077 $611K 0.02% +584 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: not reported; 2025Q1: not reported; 2025Q2: 7,362 shares; 2025Q3: 23,762 shares; 2025Q4: 25,719 shares; 2026Q1: 21,123 shares 21,123 $609K 0.02% -4,596 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: 4,767 shares; 2024Q4: 5,289 shares; 2025Q1: 4,972 shares; 2025Q2: 6,104 shares; 2025Q3: 6,110 shares; 2025Q4: 6,215 shares; 2026Q1: 6,232 shares 6,232 $609K 0.02% +17 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: 27,850 shares; 2024Q4: 28,700 shares; 2025Q1: 28,700 shares; 2025Q2: 28,700 shares; 2025Q3: 29,740 shares; 2025Q4: 29,740 shares; 2026Q1: 29,740 shares 29,740 $607K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 7,422 shares; 2025Q1: 7,712 shares; 2025Q2: 7,404 shares; 2025Q3: 12,072 shares; 2025Q4: 12,053 shares; 2026Q1: 12,058 shares 12,058 $607K 0.02% +5 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,908 shares 12,908 $604K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 2,713 shares; 2025Q4: 2,645 shares; 2026Q1: 4,352 shares 4,352 $602K 0.02% +1,707 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 5,110 shares; 2025Q1: 5,441 shares; 2025Q2: 5,841 shares; 2025Q3: 5,966 shares; 2025Q4: 6,765 shares; 2026Q1: 7,484 shares 7,484 $599K 0.02% +719 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY 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: 33,548 shares; 2026Q1: 44,355 shares 44,355 $599K 0.02% +10,807 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: 5,623 shares; 2024Q4: 4,594 shares; 2025Q1: 4,539 shares; 2025Q2: 5,245 shares; 2025Q3: 9,864 shares; 2025Q4: 8,568 shares; 2026Q1: 16,271 shares 16,271 $598K 0.02% +7,703 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: 153 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 166 shares; 2025Q3: 132 shares; 2025Q4: 131 shares; 2026Q1: 344 shares 344 $595K 0.02% +213 Timeline GDXJ 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: 7,481 shares; 2024Q4: 7,092 shares; 2025Q1: 6,871 shares; 2025Q2: 5,833 shares; 2025Q3: 5,797 shares; 2025Q4: 5,432 shares; 2026Q1: 4,955 shares 4,955 $595K 0.02% -477 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 3,191 shares; 2025Q1: 3,244 shares; 2025Q2: 3,964 shares; 2025Q3: 4,413 shares; 2025Q4: 5,016 shares; 2026Q1: 5,285 shares 5,285 $594K 0.02% +269 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,283 shares; 2025Q1: 2,193 shares; 2025Q2: 2,731 shares; 2025Q3: 2,442 shares; 2025Q4: 2,440 shares; 2026Q1: 2,427 shares 2,427 $593K 0.02% -13 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 9,102 shares; 2025Q1: 10,380 shares; 2025Q2: 7,754 shares; 2025Q3: 6,781 shares; 2025Q4: 7,684 shares; 2026Q1: 7,528 shares 7,528 $592K 0.02% -156 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: 13,174 shares; 2024Q4: 13,448 shares; 2025Q1: 10,668 shares; 2025Q2: 10,668 shares; 2025Q3: 10,668 shares; 2025Q4: 12,320 shares; 2026Q1: 11,093 shares 11,093 $585K 0.02% -1,227 Timeline QQQJ 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: 16,109 shares 16,109 $583K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,534 shares; 2024Q4: 10,150 shares; 2025Q1: 10,150 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 10,416 shares; 2026Q1: 28,575 shares 28,575 $583K 0.02% +18,159 Timeline HDV 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: 16,693 shares; 2024Q4: 16,647 shares; 2025Q1: 16,633 shares; 2025Q2: 16,951 shares; 2025Q3: 16,651 shares; 2025Q4: 20,339 shares; 2026Q1: 21,473 shares 21,473 $583K 0.02% +1,134 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: 21,717 shares; 2024Q4: 20,712 shares; 2025Q1: 20,123 shares; 2025Q2: 15,663 shares; 2025Q3: 15,860 shares; 2025Q4: 14,118 shares; 2026Q1: 24,899 shares 24,899 $581K 0.02% +10,781 Timeline FXU 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: 9,428 shares; 2024Q4: 9,454 shares; 2025Q1: 9,474 shares; 2025Q2: 9,493 shares; 2025Q3: 9,516 shares; 2025Q4: 11,896 shares; 2026Q1: 11,704 shares 11,704 $580K 0.02% -192 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,216 shares; 2026Q1: 2,006 shares 2,006 $580K 0.02% -210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,480 shares 1,480 $580K 0.02% -155 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,392 shares 25,392 $579K 0.02% new 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: 51,911 shares; 2024Q4: 31,648 shares; 2025Q1: 25,734 shares; 2025Q2: 25,901 shares; 2025Q3: 27,506 shares; 2025Q4: 31,957 shares; 2026Q1: 50,015 shares 50,015 $577K 0.02% +18,058 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: 11,045 shares; 2024Q4: 10,715 shares; 2025Q1: 9,518 shares; 2025Q2: 9,012 shares; 2025Q3: 9,092 shares; 2025Q4: 8,660 shares; 2026Q1: 8,525 shares 8,525 $576K 0.02% -135 Timeline JPSE 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: not reported; 2025Q3: 34,631 shares; 2025Q4: 34,296 shares; 2026Q1: 10,985 shares 10,985 $576K 0.02% -23,311 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,955 shares; 2026Q1: 10,325 shares 10,325 $564K 0.02% +370 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: 1,714 shares; 2024Q4: 1,770 shares; 2025Q1: 1,760 shares; 2025Q2: 1,706 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,722 shares 1,722 $563K 0.02% +5 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: not reported; 2025Q3: 22,703 shares; 2025Q4: 22,800 shares; 2026Q1: 22,707 shares 22,707 $563K 0.02% -93 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,662 shares; 2024Q4: 14,884 shares; 2025Q1: 12,738 shares; 2025Q2: 13,140 shares; 2025Q3: 14,830 shares; 2025Q4: 12,068 shares; 2026Q1: 11,471 shares 11,471 $559K 0.02% -597 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 5,171 shares; 2025Q4: 6,071 shares; 2026Q1: 11,840 shares 11,840 $558K 0.02% +5,769 Timeline GSLC 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: 3,383 shares; 2024Q4: 3,918 shares; 2025Q1: 4,185 shares; 2025Q2: 3,614 shares; 2025Q3: 3,644 shares; 2025Q4: 4,063 shares; 2026Q1: 4,438 shares 4,438 $555K 0.02% +375 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,828 shares; 2025Q3: 3,831 shares; 2025Q4: 4,190 shares; 2026Q1: 4,200 shares 4,200 $555K 0.02% +10 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,786 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 1,006 shares; 2026Q1: 1,003 shares 1,003 $551K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,229 shares; 2025Q3: 6,597 shares; 2025Q4: 10,624 shares; 2026Q1: 11,303 shares 11,303 $547K 0.02% +679 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: 7,786 shares; 2024Q4: 7,963 shares; 2025Q1: 7,270 shares; 2025Q2: 7,168 shares; 2025Q3: 7,544 shares; 2025Q4: 7,564 shares; 2026Q1: 7,535 shares 7,535 $545K 0.02% -29 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: 3,157 shares; 2024Q4: 3,169 shares; 2025Q1: 3,108 shares; 2025Q2: 3,120 shares; 2025Q3: 2,714 shares; 2025Q4: 2,717 shares; 2026Q1: 2,520 shares 2,520 $542K 0.02% -197 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,793 shares; 2025Q1: 4,985 shares; 2025Q2: 6,008 shares; 2025Q3: 6,004 shares; 2025Q4: not reported; 2026Q1: 16,300 shares 16,300 $541K 0.02% new 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: 16,534 shares; 2024Q4: 16,539 shares; 2025Q1: 17,842 shares; 2025Q2: 17,845 shares; 2025Q3: 15,738 shares; 2025Q4: 13,302 shares; 2026Q1: 13,302 shares 13,302 $539K 0.02% 0 Timeline NTSX 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: 12,630 shares; 2024Q4: 12,149 shares; 2025Q1: 11,972 shares; 2025Q2: 12,679 shares; 2025Q3: 12,164 shares; 2025Q4: 11,008 shares; 2026Q1: 10,271 shares 10,271 $536K 0.02% -737 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: 9,393 shares; 2024Q4: 9,429 shares; 2025Q1: 9,606 shares; 2025Q2: 8,393 shares; 2025Q3: 8,421 shares; 2025Q4: 7,736 shares; 2026Q1: 12,525 shares 12,525 $533K 0.02% +4,789 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,487 shares; 2025Q1: 4,422 shares; 2025Q2: 4,091 shares; 2025Q3: 4,079 shares; 2025Q4: 4,026 shares; 2026Q1: 3,678 shares 3,678 $532K 0.02% -348 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: 2,341 shares; 2024Q4: 2,382 shares; 2025Q1: 2,099 shares; 2025Q2: 1,981 shares; 2025Q3: 1,815 shares; 2025Q4: 1,934 shares; 2026Q1: 2,043 shares 2,043 $532K 0.02% +109 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,963 shares 27,963 $530K 0.02% new 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: 5,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $530K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,204 shares; 2025Q1: 3,249 shares; 2025Q2: 3,234 shares; 2025Q3: 3,251 shares; 2025Q4: 5,830 shares; 2026Q1: 5,817 shares 5,817 $526K 0.02% -13 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 11,800 shares; 2025Q1: 11,265 shares; 2025Q2: 10,590 shares; 2025Q3: 9,315 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $522K 0.02% 0 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: 12,835 shares 12,835 $520K 0.02% new Timeline PRFZ 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: 13,399 shares; 2024Q4: 13,113 shares; 2025Q1: 12,934 shares; 2025Q2: 12,250 shares; 2025Q3: 12,255 shares; 2025Q4: 12,260 shares; 2026Q1: 11,263 shares 11,263 $517K 0.02% -997 Timeline VSTM VERASTEM INC More: the full row for VERASTEM 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: 2,945 shares 2,945 $513K 0.02% new Timeline DNOV 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: not reported; 2026Q1: 10,692 shares 10,692 $512K 0.02% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,762 shares; 2025Q1: 9,762 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 9,412 shares; 2026Q1: 9,412 shares 9,412 $510K 0.02% 0 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: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 1,930 shares; 2025Q2: 2,096 shares; 2025Q3: 2,120 shares; 2025Q4: 2,132 shares; 2026Q1: 3,383 shares 3,383 $509K 0.02% +1,251 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,079 shares; 2024Q4: 39,490 shares; 2025Q1: 38,856 shares; 2025Q2: 35,579 shares; 2025Q3: 34,964 shares; 2025Q4: 33,470 shares; 2026Q1: 32,798 shares 32,798 $508K 0.02% -672 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: 8,447 shares; 2024Q4: 8,447 shares; 2025Q1: 8,448 shares; 2025Q2: 8,656 shares; 2025Q3: 8,731 shares; 2025Q4: 8,748 shares; 2026Q1: 8,674 shares 8,674 $507K 0.02% -74 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,049 shares; 2024Q4: 15,049 shares; 2025Q1: 15,049 shares; 2025Q2: 15,049 shares; 2025Q3: 15,049 shares; 2025Q4: 15,049 shares; 2026Q1: 43,515 shares 43,515 $507K 0.02% +28,466 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,636 shares; 2025Q1: 2,016 shares; 2025Q2: 1,877 shares; 2025Q3: 1,704 shares; 2025Q4: 2,043 shares; 2026Q1: 2,254 shares 2,254 $506K 0.02% +211 Timeline FXH 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: 5,497 shares; 2024Q4: 5,303 shares; 2025Q1: 4,948 shares; 2025Q2: 4,949 shares; 2025Q3: 4,619 shares; 2025Q4: 4,592 shares; 2026Q1: 4,603 shares 4,603 $505K 0.02% +11 Timeline WTPI 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: 15,821 shares 15,821 $505K 0.02% new Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,543 shares; 2025Q3: 8,897 shares; 2025Q4: 11,184 shares; 2026Q1: 11,042 shares 11,042 $503K 0.02% -142 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: 2,242 shares; 2024Q4: 2,383 shares; 2025Q1: 1,689 shares; 2025Q2: 1,839 shares; 2025Q3: 1,920 shares; 2025Q4: 2,332 shares; 2026Q1: 2,539 shares 2,539 $502K 0.02% +207 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME 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: 108,255 shares 108,255 $501K 0.02% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,875 shares; 2025Q4: 29,875 shares; 2026Q1: 29,875 shares 29,875 $499K 0.02% 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: 9,275 shares; 2025Q1: 12,115 shares; 2025Q2: 12,118 shares; 2025Q3: 11,977 shares; 2025Q4: 14,615 shares; 2026Q1: 14,026 shares 14,026 $497K 0.02% -589 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: 2,573 shares; 2024Q4: 2,719 shares; 2025Q1: 2,359 shares; 2025Q2: 2,003 shares; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 3,417 shares 3,417 $494K 0.02% new Timeline TMSL 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: 10,360 shares; 2026Q1: 13,333 shares 13,333 $489K 0.02% +2,973 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,199 shares; 2025Q4: 3,987 shares; 2026Q1: 9,534 shares 9,534 $488K 0.02% +5,547 Timeline FFLC 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: not reported; 2025Q3: not reported; 2025Q4: 6,884 shares; 2026Q1: 9,459 shares 9,459 $485K 0.02% +2,575 Timeline GSY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,672 shares 9,672 $485K 0.02% new Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,900 shares; 2025Q1: 23,500 shares; 2025Q2: 26,500 shares; 2025Q3: 33,146 shares; 2025Q4: 35,152 shares; 2026Q1: 36,722 shares 36,722 $481K 0.02% +1,570 Timeline SPAB 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: 28,559 shares; 2024Q4: 27,071 shares; 2025Q1: 13,425 shares; 2025Q2: 11,608 shares; 2025Q3: 14,682 shares; 2025Q4: 14,863 shares; 2026Q1: 18,639 shares 18,639 $478K 0.02% +3,776 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,939 shares; 2026Q1: 10,318 shares 10,318 $477K 0.02% +1,379 Timeline QEMM 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: 6,813 shares; 2026Q1: 6,813 shares 6,813 $472K 0.02% 0 Timeline FTHF 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: 12,596 shares 12,596 $470K 0.02% new Timeline SCHA 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: 6,583 shares; 2024Q4: 11,945 shares; 2025Q1: 10,956 shares; 2025Q2: 10,750 shares; 2025Q3: 10,643 shares; 2025Q4: 10,138 shares; 2026Q1: 16,095 shares 16,095 $468K 0.02% +5,957 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: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 7,628 shares; 2025Q3: 11,166 shares; 2025Q4: 12,027 shares; 2026Q1: 17,150 shares 17,150 $467K 0.02% +5,123 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,186 shares 12,186 $466K 0.02% new Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,519 shares 44,519 $465K 0.02% new Timeline SCHZ 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: 15,582 shares; 2024Q4: 9,993 shares; 2025Q1: 16,247 shares; 2025Q2: 11,029 shares; 2025Q3: not reported; 2025Q4: 8,727 shares; 2026Q1: 19,954 shares 19,954 $463K 0.02% +11,227 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,850 shares; 2025Q1: 2,187 shares; 2025Q2: 2,027 shares; 2025Q3: 2,077 shares; 2025Q4: 2,489 shares; 2026Q1: 2,494 shares 2,494 $460K 0.02% +5 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,208 shares 32,208 $459K 0.02% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,580 shares; 2025Q1: 2,422 shares; 2025Q2: 2,410 shares; 2025Q3: 2,416 shares; 2025Q4: 2,313 shares; 2026Q1: 2,248 shares 2,248 $458K 0.02% -65 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: not reported; 2024Q4: not reported; 2025Q1: 1,935 shares; 2025Q2: 1,965 shares; 2025Q3: 2,017 shares; 2025Q4: 2,884 shares; 2026Q1: 2,989 shares 2,989 $457K 0.02% +105 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- 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: 33,229 shares; 2026Q1: 33,229 shares 33,229 $454K 0.02% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,080 shares 38,080 $453K 0.02% new Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 6,525 shares 6,525 $447K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares 2,144 $446K 0.02% new 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: 20,626 shares; 2024Q4: 28,084 shares; 2025Q1: 34,536 shares; 2025Q2: 27,259 shares; 2025Q3: 22,829 shares; 2025Q4: 24,791 shares; 2026Q1: 24,082 shares 24,082 $443K 0.02% -709 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: 21,500 shares; 2024Q4: 21,625 shares; 2025Q1: 21,625 shares; 2025Q2: 21,625 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $442K 0.02% 0 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: 4,135 shares; 2024Q4: 6,048 shares; 2025Q1: 7,465 shares; 2025Q2: 7,468 shares; 2025Q3: 6,192 shares; 2025Q4: 6,175 shares; 2026Q1: 6,276 shares 6,276 $442K 0.02% +101 Timeline EPS 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: 70,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,477 shares 6,477 $441K 0.02% new Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA 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: 75,675 shares; 2026Q1: 75,675 shares 75,675 $439K 0.02% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,901 shares 10,901 $437K 0.02% new Timeline BUFB 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: 7,450 shares; 2024Q4: 10,941 shares; 2025Q1: 12,887 shares; 2025Q2: 12,887 shares; 2025Q3: 12,743 shares; 2025Q4: 12,394 shares; 2026Q1: 12,132 shares 12,132 $436K 0.02% -262 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 9,737 shares; 2025Q1: 9,594 shares; 2025Q2: 9,599 shares; 2025Q3: 9,604 shares; 2025Q4: 9,610 shares; 2026Q1: 11,635 shares 11,635 $436K 0.02% +2,025 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: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,574 shares; 2025Q2: 1,669 shares; 2025Q3: 2,131 shares; 2025Q4: 2,301 shares; 2026Q1: 2,488 shares 2,488 $434K 0.02% +187 Timeline CPTL 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: 11,899 shares; 2024Q4: 10,758 shares; 2025Q1: 10,783 shares; 2025Q2: 10,783 shares; 2025Q3: 10,321 shares; 2025Q4: 10,317 shares; 2026Q1: 10,351 shares 10,351 $430K 0.02% +34 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,500 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 7,381 shares; 2025Q4: 7,431 shares; 2026Q1: 7,456 shares 7,456 $429K 0.02% +25 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 3,379 shares; 2025Q3: 4,057 shares; 2025Q4: 4,988 shares; 2026Q1: 4,694 shares 4,694 $429K 0.02% -294 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: 3,696 shares; 2024Q4: not reported; 2025Q1: 4,001 shares; 2025Q2: 4,403 shares; 2025Q3: 4,340 shares; 2025Q4: 9,743 shares; 2026Q1: 8,019 shares 8,019 $428K 0.02% -1,724 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 9,916 shares; 2025Q1: 11,707 shares; 2025Q2: 9,674 shares; 2025Q3: 9,812 shares; 2025Q4: 10,668 shares; 2026Q1: 10,028 shares 10,028 $426K 0.02% -640 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,430 shares; 2025Q1: 9,387 shares; 2025Q2: 9,386 shares; 2025Q3: 9,469 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $425K 0.02% 0 Timeline DHS 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: 2,759 shares; 2024Q4: 3,732 shares; 2025Q1: 3,990 shares; 2025Q2: 3,736 shares; 2025Q3: 3,738 shares; 2025Q4: 3,753 shares; 2026Q1: 3,871 shares 3,871 $423K 0.02% +118 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: 1,278 shares; 2024Q4: 824 shares; 2025Q1: 2,349 shares; 2025Q2: 3,301 shares; 2025Q3: 3,400 shares; 2025Q4: 3,014 shares; 2026Q1: 2,132 shares 2,132 $423K 0.02% -882 Timeline LIT 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: 5,626 shares 5,626 $418K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,593 shares 4,593 $418K 0.02% new 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: 18,000 shares; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 21,155 shares; 2025Q4: 21,655 shares; 2026Q1: 22,355 shares 22,355 $417K 0.02% +700 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,854 shares 4,854 $413K 0.02% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,102 shares 10,102 $411K 0.02% new Timeline FSMB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,500 shares 20,500 $409K 0.02% new Timeline QQQE 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: 4,149 shares; 2025Q2: 4,649 shares; 2025Q3: 4,551 shares; 2025Q4: 4,103 shares; 2026Q1: 4,104 shares 4,104 $404K 0.02% +1 Timeline ULVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 4,191 shares; 2025Q1: 4,191 shares; 2025Q2: 4,191 shares; 2025Q3: 4,191 shares; 2025Q4: 4,191 shares; 2026Q1: 4,191 shares 4,191 $400K 0.02% 0 Timeline SEPI SCM TRUST More: the full row for SCM 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: 15,957 shares 15,957 $400K 0.02% new Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,681 shares; 2025Q1: 4,683 shares; 2025Q2: 4,660 shares; 2025Q3: 4,661 shares; 2025Q4: 5,204 shares; 2026Q1: 5,205 shares 5,205 $399K 0.02% +1 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,944 shares; 2024Q4: 18,947 shares; 2025Q1: 18,842 shares; 2025Q2: 19,454 shares; 2025Q3: 19,117 shares; 2025Q4: 14,663 shares; 2026Q1: 6,902 shares 6,902 $398K 0.02% -7,761 Timeline HEQT 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: 10,913 shares; 2025Q2: 12,107 shares; 2025Q3: 12,826 shares; 2025Q4: 12,792 shares; 2026Q1: 12,599 shares 12,599 $397K 0.02% -193 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,339 shares 3,339 $396K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,908 shares 7,908 $395K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,519 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares 1,897 $395K 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,824 shares; 2024Q4: 17,020 shares; 2025Q1: 17,269 shares; 2025Q2: 16,948 shares; 2025Q3: 17,018 shares; 2025Q4: 17,323 shares; 2026Q1: 18,213 shares 18,213 $391K 0.01% +890 Timeline EPI 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: 5,581 shares; 2024Q4: 8,414 shares; 2025Q1: 9,105 shares; 2025Q2: 10,329 shares; 2025Q3: 10,347 shares; 2025Q4: 9,838 shares; 2026Q1: 9,560 shares 9,560 $390K 0.01% -278 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 309 shares; 2025Q2: 308 shares; 2025Q3: 310 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $388K 0.01% 0 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: 5,827 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,496 shares 4,496 $388K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 7,464 shares; 2025Q1: 9,225 shares; 2025Q2: 7,930 shares; 2025Q3: 8,401 shares; 2025Q4: 6,554 shares; 2026Q1: 7,544 shares 7,544 $388K 0.01% +990 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,201 shares 4,201 $387K 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 10,884 shares 10,884 $386K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,188 shares; 2025Q1: 5,843 shares; 2025Q2: 5,844 shares; 2025Q3: 6,544 shares; 2025Q4: 6,752 shares; 2026Q1: 6,532 shares 6,532 $386K 0.01% -220 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,647 shares 6,647 $384K 0.01% new Timeline XT 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: 5,023 shares; 2026Q1: 5,610 shares 5,610 $382K 0.01% +587 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,916 shares; 2025Q2: 4,956 shares; 2025Q3: 5,122 shares; 2025Q4: 5,127 shares; 2026Q1: 5,130 shares 5,130 $382K 0.01% +3 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,138 shares; 2025Q1: 1,294 shares; 2025Q2: 1,287 shares; 2025Q3: 1,297 shares; 2025Q4: 1,346 shares; 2026Q1: 1,368 shares 1,368 $382K 0.01% +22 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares 199 $381K 0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,576 shares; 2025Q3: 7,574 shares; 2025Q4: 7,915 shares; 2026Q1: 8,085 shares 8,085 $380K 0.01% +170 Timeline FLJP 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: not reported; 2026Q1: 10,483 shares 10,483 $379K 0.01% new 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: 763 shares; 2024Q4: 775 shares; 2025Q1: 670 shares; 2025Q2: 706 shares; 2025Q3: 489 shares; 2025Q4: 979 shares; 2026Q1: 889 shares 889 $378K 0.01% -90 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: 14,761 shares; 2024Q4: 14,761 shares; 2025Q1: 14,727 shares; 2025Q2: 15,607 shares; 2025Q3: 15,607 shares; 2025Q4: 15,107 shares; 2026Q1: 15,107 shares 15,107 $377K 0.01% 0 Timeline QQMG 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: 5,836 shares; 2025Q3: 5,600 shares; 2025Q4: 9,367 shares; 2026Q1: 9,436 shares 9,436 $373K 0.01% +69 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: 2,730 shares; 2024Q4: 2,784 shares; 2025Q1: 2,426 shares; 2025Q2: 2,249 shares; 2025Q3: 2,279 shares; 2025Q4: 2,281 shares; 2026Q1: 2,256 shares 2,256 $370K 0.01% -25 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: 3,056 shares; 2024Q4: 2,955 shares; 2025Q1: 3,056 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,240 shares; 2026Q1: 5,171 shares 5,171 $368K 0.01% -69 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 8,329 shares; 2025Q1: 8,366 shares; 2025Q2: 8,677 shares; 2025Q3: 8,719 shares; 2025Q4: 8,435 shares; 2026Q1: 9,723 shares 9,723 $368K 0.01% +1,288 Timeline IVLU 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: 8,260 shares; 2025Q4: 9,070 shares; 2026Q1: 9,265 shares 9,265 $368K 0.01% +195 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: not reported; 2024Q4: not reported; 2025Q1: 6,106 shares; 2025Q2: 6,096 shares; 2025Q3: 6,245 shares; 2025Q4: 7,653 shares; 2026Q1: 8,077 shares 8,077 $367K 0.01% +424 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,162 shares; 2025Q2: 6,387 shares; 2025Q3: 6,667 shares; 2025Q4: 1,431 shares; 2026Q1: 1,460 shares 1,460 $366K 0.01% +29 Timeline SECT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,032 shares; 2025Q4: 6,047 shares; 2026Q1: 6,041 shares 6,041 $365K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 4,600 shares; 2025Q4: 4,065 shares; 2026Q1: 4,036 shares 4,036 $364K 0.01% -29 Timeline NFLT 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: 17,006 shares; 2024Q4: 17,853 shares; 2025Q1: 17,942 shares; 2025Q2: 17,869 shares; 2025Q3: 17,380 shares; 2025Q4: 17,376 shares; 2026Q1: 15,980 shares 15,980 $364K 0.01% -1,396 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: 10,164 shares; 2024Q4: 11,307 shares; 2025Q1: 9,719 shares; 2025Q2: 9,495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,232 shares 8,232 $363K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,221 shares; 2025Q2: 2,654 shares; 2025Q3: 2,590 shares; 2025Q4: 2,658 shares; 2026Q1: 2,647 shares 2,647 $361K 0.01% -11 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,304 shares; 2025Q1: 2,318 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares 3,017 $361K 0.01% 0 Timeline SUB 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: 2,036 shares; 2025Q4: 3,098 shares; 2026Q1: 3,379 shares 3,379 $360K 0.01% +281 Timeline STIP 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: 2,609 shares; 2024Q4: 2,257 shares; 2025Q1: 3,348 shares; 2025Q2: 3,849 shares; 2025Q3: 2,716 shares; 2025Q4: 10,636 shares; 2026Q1: 3,480 shares 3,480 $360K 0.01% -7,156 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,042 shares; 2025Q4: 9,413 shares; 2026Q1: 10,419 shares 10,419 $358K 0.01% +1,006 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,667 shares 8,667 $358K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 19,247 shares; 2025Q1: 17,356 shares; 2025Q2: 14,764 shares; 2025Q3: 15,253 shares; 2025Q4: 15,076 shares; 2026Q1: 14,917 shares 14,917 $355K 0.01% -159 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,371 shares; 2026Q1: 9,624 shares 9,624 $355K 0.01% -9,747 Timeline ROBT 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: 6,469 shares; 2024Q4: 6,074 shares; 2025Q1: 5,257 shares; 2025Q2: 5,107 shares; 2025Q3: 6,517 shares; 2025Q4: 7,842 shares; 2026Q1: 7,652 shares 7,652 $353K 0.01% -190 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,022 shares; 2025Q2: 2,024 shares; 2025Q3: 2,031 shares; 2025Q4: 2,677 shares; 2026Q1: 2,664 shares 2,664 $353K 0.01% -13 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 109,581 shares 109,581 $353K 0.01% new Timeline PWB 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: 2,712 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,797 shares 2,797 $352K 0.01% +285 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,704 shares; 2025Q1: 6,203 shares; 2025Q2: 6,142 shares; 2025Q3: 6,680 shares; 2025Q4: 6,549 shares; 2026Q1: 7,565 shares 7,565 $351K 0.01% +1,016 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 34,459 shares; 2025Q1: 33,620 shares; 2025Q2: 33,546 shares; 2025Q3: 32,353 shares; 2025Q4: 30,371 shares; 2026Q1: 29,118 shares 29,118 $351K 0.01% -1,253 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,461 shares; 2024Q4: 3,488 shares; 2025Q1: 3,174 shares; 2025Q2: 2,879 shares; 2025Q3: 2,826 shares; 2025Q4: 4,180 shares; 2026Q1: 4,033 shares 4,033 $350K 0.01% -147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,119 shares 2,119 $349K 0.01% new 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: 2,745 shares; 2024Q4: 3,030 shares; 2025Q1: 3,175 shares; 2025Q2: 3,158 shares; 2025Q3: 3,200 shares; 2025Q4: 3,120 shares; 2026Q1: 3,005 shares 3,005 $348K 0.01% -115 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 5,879 shares; 2025Q1: 5,461 shares; 2025Q2: 5,480 shares; 2025Q3: 5,407 shares; 2025Q4: 5,094 shares; 2026Q1: 5,106 shares 5,106 $347K 0.01% +12 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: 9,345 shares; 2025Q4: 10,898 shares; 2026Q1: 21,834 shares 21,834 $346K 0.01% +10,936 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,565 shares; 2024Q4: 33,180 shares; 2025Q1: 31,147 shares; 2025Q2: 30,854 shares; 2025Q3: 29,056 shares; 2025Q4: 27,993 shares; 2026Q1: 26,234 shares 26,234 $345K 0.01% -1,759 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,122 shares 4,122 $344K 0.01% new Timeline PUI 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: 7,325 shares 7,325 $344K 0.01% new Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 4,720 shares 4,720 $344K 0.01% new 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: 4,482 shares; 2024Q4: 4,677 shares; 2025Q1: 4,543 shares; 2025Q2: 4,938 shares; 2025Q3: 4,736 shares; 2025Q4: 4,861 shares; 2026Q1: 4,864 shares 4,864 $344K 0.01% +3 Timeline FHLC 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: 4,941 shares; 2024Q4: 4,872 shares; 2025Q1: 4,880 shares; 2025Q2: 4,889 shares; 2025Q3: 4,898 shares; 2025Q4: 4,906 shares; 2026Q1: 4,852 shares 4,852 $341K 0.01% -54 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: 4,495 shares; 2024Q4: 4,230 shares; 2025Q1: 4,332 shares; 2025Q2: 3,569 shares; 2025Q3: 2,271 shares; 2025Q4: 2,620 shares; 2026Q1: 3,123 shares 3,123 $340K 0.01% +503 Timeline GEM 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: 7,116 shares; 2026Q1: 7,807 shares 7,807 $337K 0.01% +691 Timeline ONEY 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: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares 2,804 $337K 0.01% 0 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: 5,523 shares; 2024Q4: 6,479 shares; 2025Q1: 5,762 shares; 2025Q2: 5,856 shares; 2025Q3: 5,539 shares; 2025Q4: 5,301 shares; 2026Q1: 5,975 shares 5,975 $336K 0.01% +674 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 822 shares; 2025Q1: 808 shares; 2025Q2: 846 shares; 2025Q3: 827 shares; 2025Q4: 825 shares; 2026Q1: 763 shares 763 $333K 0.01% -62 Timeline ARTY 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: 4,609 shares; 2026Q1: 7,145 shares 7,145 $332K 0.01% +2,536 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: 1,752 shares; 2026Q1: 2,046 shares 2,046 $331K 0.01% +294 Timeline QGRO 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: 2,875 shares; 2024Q4: 3,465 shares; 2025Q1: 3,565 shares; 2025Q2: 50,615 shares; 2025Q3: 52,060 shares; 2025Q4: 50,398 shares; 2026Q1: 3,144 shares 3,144 $330K 0.01% -47,254 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: 790 shares; 2024Q4: 755 shares; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 710 shares; 2025Q4: 724 shares; 2026Q1: 1,185 shares 1,185 $329K 0.01% +461 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 427 shares; 2025Q4: 532 shares; 2026Q1: 559 shares 559 $329K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: 3,644 shares; 2025Q2: 4,163 shares; 2025Q3: 3,720 shares; 2025Q4: 3,773 shares; 2026Q1: 4,503 shares 4,503 $328K 0.01% +730 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,529 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507 $326K 0.01% 0 Timeline SDIV 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: 18,240 shares; 2024Q4: 18,469 shares; 2025Q1: 17,913 shares; 2025Q2: 15,714 shares; 2025Q3: 15,799 shares; 2025Q4: 11,839 shares; 2026Q1: 12,895 shares 12,895 $326K 0.01% +1,056 Timeline JMST 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: 6,623 shares; 2024Q4: 6,604 shares; 2025Q1: 6,667 shares; 2025Q2: 5,798 shares; 2025Q3: 5,249 shares; 2025Q4: 5,065 shares; 2026Q1: 6,370 shares 6,370 $325K 0.01% +1,305 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,000 shares 36,000 $324K 0.01% new Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,836 shares; 2025Q1: 5,839 shares; 2025Q2: 5,842 shares; 2025Q3: 5,513 shares; 2025Q4: 5,498 shares; 2026Q1: 5,225 shares 5,225 $323K 0.01% -273 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: not reported; 2025Q1: 6,509 shares; 2025Q2: 5,705 shares; 2025Q3: 6,055 shares; 2025Q4: 5,997 shares; 2026Q1: 6,964 shares 6,964 $322K 0.01% +967 Timeline ZROZ 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: not reported; 2025Q4: 85,215 shares; 2026Q1: 5,015 shares 5,015 $321K 0.01% -80,200 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: 6,164 shares; 2024Q4: 5,741 shares; 2025Q1: 4,971 shares; 2025Q2: 4,159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,714 shares 2,714 $321K 0.01% new 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: 14,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,312 shares; 2025Q3: 9,315 shares; 2025Q4: 14,605 shares; 2026Q1: 14,608 shares 14,608 $319K 0.01% +3 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,461 shares; 2025Q1: 12,641 shares; 2025Q2: 11,023 shares; 2025Q3: 5,018 shares; 2025Q4: 5,168 shares; 2026Q1: 5,133 shares 5,133 $318K 0.01% -35 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 3,465 shares; 2025Q3: 3,467 shares; 2025Q4: 3,701 shares; 2026Q1: 4,207 shares 4,207 $317K 0.01% +506 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 6,120 shares 6,120 $317K 0.01% new Timeline PRN 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: 1,727 shares; 2025Q2: 1,717 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,618 shares 1,618 $315K 0.01% -58 Timeline CZA 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: 3,345 shares; 2024Q4: 3,287 shares; 2025Q1: 2,801 shares; 2025Q2: 2,808 shares; 2025Q3: 2,792 shares; 2025Q4: 2,863 shares; 2026Q1: 2,834 shares 2,834 $312K 0.01% -29 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: 2,596 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 3,061 shares 3,061 $312K 0.01% +624 Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,330 shares; 2026Q1: 8,770 shares 8,770 $311K 0.01% -1,560 Timeline AVSC 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: not reported; 2026Q1: 4,981 shares 4,981 $310K 0.01% new Timeline EES 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: 5,339 shares 5,339 $310K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 2,168 shares; 2025Q1: 1,999 shares; 2025Q2: 1,751 shares; 2025Q3: 1,753 shares; 2025Q4: 1,674 shares; 2026Q1: 1,481 shares 1,481 $308K 0.01% -193 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 945 shares; 2025Q1: 1,003 shares; 2025Q2: 862 shares; 2025Q3: 853 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $308K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,519 shares; 2026Q1: 8,962 shares 8,962 $307K 0.01% +3,443 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares 3,142 $307K 0.01% new Timeline DJAN 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: not reported; 2026Q1: 7,198 shares 7,198 $306K 0.01% new Timeline CTEC 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: 1,419 shares 1,419 $306K 0.01% new 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: 9,384 shares; 2024Q4: 8,826 shares; 2025Q1: 10,390 shares; 2025Q2: 10,438 shares; 2025Q3: 11,433 shares; 2025Q4: 11,739 shares; 2026Q1: 12,182 shares 12,182 $305K 0.01% +443 Timeline FLQM 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: 5,400 shares; 2024Q4: 6,257 shares; 2025Q1: 6,247 shares; 2025Q2: 6,139 shares; 2025Q3: 6,097 shares; 2025Q4: 5,964 shares; 2026Q1: 5,541 shares 5,541 $304K 0.01% -423 Timeline IWV 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: 822 shares; 2026Q1: 820 shares 820 $304K 0.01% -2 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,498 shares 11,498 $302K 0.01% new Timeline NPCE NEUROPACE INC More: the full row for NEUROPACE 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: 23,000 shares; 2025Q4: 22,950 shares; 2026Q1: 22,950 shares 22,950 $302K 0.01% 0 Timeline EUSB 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: 6,960 shares; 2026Q1: 6,932 shares 6,932 $302K 0.01% -28 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,317 shares; 2025Q4: 20,317 shares; 2026Q1: 20,317 shares 20,317 $301K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,874 shares 3,874 $300K 0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,682 shares 1,682 $299K 0.01% +1 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares 4,794 $299K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,470 shares; 2026Q1: 3,210 shares 3,210 $299K 0.01% -260 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: 2,042 shares; 2024Q4: 1,107 shares; 2025Q1: 1,116 shares; 2025Q2: 1,161 shares; 2025Q3: 1,201 shares; 2025Q4: 1,160 shares; 2026Q1: 1,120 shares 1,120 $298K 0.01% -40 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,308 shares; 2025Q4: 27,103 shares; 2026Q1: 11,736 shares 11,736 $297K 0.01% -15,367 Timeline PVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,385 shares 6,385 $296K 0.01% new 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: 2,136 shares; 2024Q4: 2,207 shares; 2025Q1: 2,076 shares; 2025Q2: 2,140 shares; 2025Q3: 2,136 shares; 2025Q4: 2,129 shares; 2026Q1: 1,729 shares 1,729 $296K 0.01% -400 Timeline XOP 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: 2,108 shares; 2025Q1: 2,359 shares; 2025Q2: 1,824 shares; 2025Q3: 1,626 shares; 2025Q4: 1,629 shares; 2026Q1: 1,625 shares 1,625 $295K 0.01% -4 Timeline VOX 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: 1,869 shares; 2024Q4: 1,873 shares; 2025Q1: 1,874 shares; 2025Q2: 1,876 shares; 2025Q3: 1,637 shares; 2025Q4: 1,638 shares; 2026Q1: 1,639 shares 1,639 $295K 0.01% +1 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: 6,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,156 shares; 2026Q1: 3,156 shares 3,156 $294K 0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,283 shares 15,283 $294K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988 $293K 0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820 shares 2,820 $293K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,898 shares; 2025Q2: 20,228 shares; 2025Q3: 27,163 shares; 2025Q4: 26,115 shares; 2026Q1: 20,090 shares 20,090 $289K 0.01% -6,025 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: 11,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,202 shares; 2025Q3: 8,917 shares; 2025Q4: 10,980 shares; 2026Q1: 10,187 shares 10,187 $288K 0.01% -793 Timeline XNTK 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: 1,057 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,177 shares; 2026Q1: 1,119 shares 1,119 $286K 0.01% -58 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: 2,955 shares; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 2,952 shares; 2025Q3: 2,958 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $285K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $285K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 3,841 shares; 2025Q1: 4,394 shares; 2025Q2: 4,404 shares; 2025Q3: 4,622 shares; 2025Q4: 4,537 shares; 2026Q1: 4,650 shares 4,650 $285K 0.01% +113 Timeline FTQI 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: 12,469 shares; 2025Q3: 12,487 shares; 2025Q4: 13,412 shares; 2026Q1: 14,183 shares 14,183 $283K 0.01% +771 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 3,675 shares; 2025Q1: not reported; 2025Q2: 5,062 shares; 2025Q3: 5,064 shares; 2025Q4: 4,984 shares; 2026Q1: 4,999 shares 4,999 $282K 0.01% +15 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 6,309 shares 6,309 $280K 0.01% new Timeline EMHC 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: not reported; 2025Q4: not reported; 2026Q1: 11,287 shares 11,287 $280K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares 410 $279K 0.01% new Timeline GSUS 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: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,116 shares 3,116 $279K 0.01% -15 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION 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: 7,373 shares; 2026Q1: 7,373 shares 7,373 $278K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 3,461 shares 3,461 $276K 0.01% +335 Timeline SMLV 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: 1,865 shares; 2024Q4: 1,965 shares; 2025Q1: 2,014 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $276K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,411 shares; 2026Q1: 6,324 shares 6,324 $276K 0.01% +913 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 1,633 shares 1,633 $276K 0.01% +168 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares; 2025Q2: 9,830 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares 9,285 $273K 0.01% 0 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: 4,432 shares; 2024Q4: 4,457 shares; 2025Q1: 4,476 shares; 2025Q2: 5,227 shares; 2025Q3: 5,262 shares; 2025Q4: 5,225 shares; 2026Q1: 5,335 shares 5,335 $271K 0.01% +110 Timeline TAN 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: 4,861 shares 4,861 $271K 0.01% new 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: 13,666 shares; 2024Q4: 12,583 shares; 2025Q1: 12,432 shares; 2025Q2: 12,231 shares; 2025Q3: 12,319 shares; 2025Q4: 6,211 shares; 2026Q1: 6,215 shares 6,215 $270K 0.01% +4 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,926 shares; 2025Q4: 11,515 shares; 2026Q1: 11,579 shares 11,579 $268K 0.01% +64 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: 10,825 shares; 2024Q4: 10,825 shares; 2025Q1: 10,825 shares; 2025Q2: 10,215 shares; 2025Q3: 9,165 shares; 2025Q4: 7,115 shares; 2026Q1: 5,805 shares 5,805 $268K 0.01% -1,310 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 17,255 shares; 2025Q1: 16,905 shares; 2025Q2: 16,905 shares; 2025Q3: 32,301 shares; 2025Q4: 32,251 shares; 2026Q1: 32,251 shares 32,251 $265K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 15,900 shares; 2025Q4: 16,400 shares; 2026Q1: 11,200 shares 11,200 $265K 0.01% -5,200 Timeline IYT 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: 3,526 shares 3,526 $263K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 9,100 shares; 2025Q3: 13,100 shares; 2025Q4: 14,600 shares; 2026Q1: 11,100 shares 11,100 $263K 0.01% -3,500 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: not reported; 2025Q4: 3,908 shares; 2026Q1: 4,088 shares 4,088 $263K 0.01% +180 Timeline ISCF 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: 6,233 shares; 2026Q1: 6,233 shares 6,233 $260K 0.01% 0 Timeline WTBN 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: 10,266 shares 10,266 $260K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC 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: 2,279 shares 2,279 $258K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,800 shares; 2026Q1: 3,040 shares 3,040 $258K 0.01% +240 Timeline DIV 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: 13,491 shares 13,491 $255K 0.01% new Timeline QQEW 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: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: not reported; 2026Q1: 2,006 shares 2,006 $255K 0.01% new Timeline EWY 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: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $254K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,068 shares; 2025Q1: not reported; 2025Q2: 2,008 shares; 2025Q3: 1,993 shares; 2025Q4: 1,941 shares; 2026Q1: 2,001 shares 2,001 $253K 0.01% +60 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: not reported; 2024Q4: 2,468 shares; 2025Q1: 4,696 shares; 2025Q2: 4,127 shares; 2025Q3: 4,008 shares; 2025Q4: 2,101 shares; 2026Q1: 2,147 shares 2,147 $253K 0.01% +46 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: 4,593 shares; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 3,120 shares; 2025Q3: 3,071 shares; 2025Q4: 3,740 shares; 2026Q1: 3,513 shares 3,513 $252K 0.01% -227 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares 1,852 $250K 0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,430 shares; 2025Q1: 45,930 shares; 2025Q2: 47,930 shares; 2025Q3: 47,407 shares; 2025Q4: 48,757 shares; 2026Q1: 60,579 shares 60,579 $250K 0.01% +11,822 Timeline FFOG 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: not reported; 2026Q1: 6,068 shares 6,068 $249K 0.01% new Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,310 shares; 2025Q1: 4,282 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,636 shares; 2026Q1: 4,519 shares 4,519 $248K 0.01% -117 Timeline DIVO 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: 4,595 shares; 2025Q4: 5,732 shares; 2026Q1: 5,538 shares 5,538 $248K 0.01% -194 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: not reported; 2025Q3: not reported; 2025Q4: 5,202 shares; 2026Q1: 5,221 shares 5,221 $248K 0.01% +19 Timeline DTEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,358 shares; 2026Q1: 5,735 shares 5,735 $248K 0.01% +377 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 28,416 shares 28,416 $244K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares; 2026Q1: 1,848 shares 1,848 $243K 0.01% +21 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $242K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,550 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 3,751 shares; 2025Q4: 3,752 shares; 2026Q1: 3,752 shares 3,752 $241K 0.01% 0 Timeline IWO 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: 792 shares; 2026Q1: 766 shares 766 $240K 0.01% -26 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $240K 0.01% 0 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: 1,846 shares; 2024Q4: 1,851 shares; 2025Q1: 1,844 shares; 2025Q2: 1,600 shares; 2025Q3: not reported; 2025Q4: 2,524 shares; 2026Q1: 2,477 shares 2,477 $239K 0.01% -47 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,158 shares; 2025Q3: 5,158 shares; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares 5,167 $239K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,127 shares 15,127 $238K 0.01% new 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: 66,475 shares; 2024Q4: 64,275 shares; 2025Q1: 48,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,313 shares 10,313 $237K 0.01% new Timeline EWZ 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: not reported; 2025Q4: not reported; 2026Q1: 6,151 shares 6,151 $236K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,702 shares; 2025Q1: not reported; 2025Q2: 3,363 shares; 2025Q3: 3,443 shares; 2025Q4: 3,449 shares; 2026Q1: 3,449 shares 3,449 $236K 0.01% 0 Timeline MDYV 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: 2,665 shares; 2025Q1: 4,629 shares; 2025Q2: 2,655 shares; 2025Q3: 2,661 shares; 2025Q4: 2,785 shares; 2026Q1: 2,771 shares 2,771 $236K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,024 shares; 2026Q1: 4,006 shares 4,006 $235K 0.01% -18 Timeline DFLV 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: 6,490 shares 6,490 $232K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,710 shares 3,710 $232K 0.01% new Timeline DFUV 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: 4,779 shares 4,779 $232K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 23,202 shares; 2025Q1: 23,456 shares; 2025Q2: 14,871 shares; 2025Q3: 14,871 shares; 2025Q4: 14,964 shares; 2026Q1: 13,308 shares 13,308 $230K 0.01% -1,656 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,680 shares; 2025Q1: 6,708 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares; 2025Q4: 5,122 shares; 2026Q1: 4,790 shares 4,790 $230K 0.01% -332 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 3,545 shares 3,545 $229K 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,039 shares; 2025Q4: 7,538 shares; 2026Q1: 7,641 shares 7,641 $229K 0.01% +103 Timeline VFMV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,707 shares; 2026Q1: 1,708 shares 1,708 $228K 0.01% +1 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,624 shares; 2026Q1: 4,650 shares 4,650 $227K 0.01% +26 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 5,472 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 5,289 shares; 2025Q4: 5,089 shares; 2026Q1: 5,089 shares 5,089 $227K 0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 5,749 shares 5,749 $227K 0.01% new Timeline SGOV 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: 2,706 shares; 2025Q3: not reported; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $226K 0.01% 0 Timeline RZG 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: 3,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,220 shares; 2025Q3: 3,844 shares; 2025Q4: 4,035 shares; 2026Q1: 3,929 shares 3,929 $224K 0.01% -106 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $223K 0.01% 0 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H 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: 3,209 shares; 2025Q4: 4,192 shares; 2026Q1: 5,690 shares 5,690 $223K 0.01% +1,498 Timeline PBE 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: 2,731 shares; 2026Q1: 2,809 shares 2,809 $222K 0.01% +78 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,549 shares; 2024Q4: 18,474 shares; 2025Q1: 23,029 shares; 2025Q2: 23,349 shares; 2025Q3: 23,214 shares; 2025Q4: 21,530 shares; 2026Q1: 27,140 shares 27,140 $221K 0.01% +5,610 Timeline FSGS 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: 9,860 shares; 2024Q4: 9,893 shares; 2025Q1: 9,893 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 7,552 shares; 2026Q1: 7,552 shares 7,552 $221K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 9,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 3,034 shares 3,034 $220K 0.01% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,302 shares; 2026Q1: 4,338 shares 4,338 $220K 0.01% +36 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 413 shares; 2026Q1: 420 shares 420 $220K 0.01% +7 Timeline FDRR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,688 shares 3,688 $217K 0.01% new 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: 1,584 shares; 2024Q4: 1,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,183 shares 1,183 $217K 0.01% -71 Timeline GSEU 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: 4,767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,767 shares 4,767 $215K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,368 shares; 2025Q4: 1,390 shares; 2026Q1: 1,407 shares 1,407 $215K 0.01% +17 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,124 shares; 2025Q4: 4,350 shares; 2026Q1: 4,375 shares 4,375 $215K 0.01% +25 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,318 shares; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,491 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070 $215K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,544 shares; 2026Q1: 3,419 shares 3,419 $215K 0.01% -125 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,474 shares; 2025Q1: 4,245 shares; 2025Q2: 4,367 shares; 2025Q3: 4,479 shares; 2025Q4: 3,675 shares; 2026Q1: 3,565 shares 3,565 $215K 0.01% -110 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 428 shares; 2025Q4: 490 shares; 2026Q1: 482 shares 482 $214K 0.01% -8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,875 shares; 2026Q1: 6,192 shares 6,192 $213K 0.01% +317 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,643 shares; 2026Q1: 2,856 shares 2,856 $213K 0.01% +213 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,111 shares; 2025Q1: 2,210 shares; 2025Q2: 2,304 shares; 2025Q3: 2,242 shares; 2025Q4: 3,820 shares; 2026Q1: 3,799 shares 3,799 $212K 0.01% -21 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: 14,490 shares; 2025Q1: 14,624 shares; 2025Q2: 14,761 shares; 2025Q3: 13,898 shares; 2025Q4: 24,548 shares; 2026Q1: 25,915 shares 25,915 $212K 0.01% +1,367 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 3,426 shares; 2025Q1: 3,399 shares; 2025Q2: 3,287 shares; 2025Q3: 3,274 shares; 2025Q4: 4,296 shares; 2026Q1: 3,983 shares 3,983 $211K 0.01% -313 Timeline JNK 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: 3,223 shares; 2024Q4: 2,480 shares; 2025Q1: 2,558 shares; 2025Q2: 2,752 shares; 2025Q3: 2,643 shares; 2025Q4: 2,359 shares; 2026Q1: 2,191 shares 2,191 $210K 0.01% -168 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: 11,436 shares; 2024Q4: 11,436 shares; 2025Q1: 11,436 shares; 2025Q2: 11,436 shares; 2025Q3: 11,236 shares; 2025Q4: 11,170 shares; 2026Q1: 11,170 shares 11,170 $209K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: 1,847 shares; 2025Q3: 1,870 shares; 2025Q4: 1,699 shares; 2026Q1: 1,662 shares 1,662 $209K 0.01% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $208K 0.01% new Timeline SMDV 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: 4,346 shares; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,185 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,007 shares 3,007 $207K 0.01% new Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $205K 0.01% 0 Timeline ISCV 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: 3,705 shares; 2026Q1: 2,955 shares 2,955 $205K 0.01% -750 Timeline PICK 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: not reported; 2025Q4: not reported; 2026Q1: 3,623 shares 3,623 $205K 0.01% new Timeline UXJL 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: not reported; 2026Q1: 6,589 shares 6,589 $205K 0.01% new Timeline AFLG 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: not reported; 2026Q1: 5,306 shares 5,306 $205K 0.01% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,419 shares; 2024Q4: 8,999 shares; 2025Q1: 7,823 shares; 2025Q2: 7,823 shares; 2025Q3: 7,545 shares; 2025Q4: not reported; 2026Q1: 4,275 shares 4,275 $204K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 996 shares 996 $204K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 709 shares; 2026Q1: 710 shares 710 $204K 0.01% +1 Timeline AOK 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: 5,084 shares; 2025Q4: 5,084 shares; 2026Q1: 5,104 shares 5,104 $204K 0.01% +20 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,598 shares; 2025Q2: 1,578 shares; 2025Q3: 1,494 shares; 2025Q4: 1,479 shares; 2026Q1: 808 shares 808 $203K 0.01% -671 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: 30,073 shares; 2024Q4: 13,545 shares; 2025Q1: 13,584 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,270 shares; 2026Q1: 9,548 shares 9,548 $202K 0.01% +278 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,056 shares; 2025Q4: 3,057 shares; 2026Q1: 3,058 shares 3,058 $202K 0.01% +1 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 17,019 shares; 2025Q1: 16,959 shares; 2025Q2: 16,959 shares; 2025Q3: 16,959 shares; 2025Q4: 18,934 shares; 2026Q1: 18,771 shares 18,771 $202K 0.01% -163 Timeline PEXL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares 3,428 $201K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $201K 0.01% new Timeline AFGR 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: 47,560 shares; 2024Q4: 46,625 shares; 2025Q1: 8,975 shares; 2025Q2: 7,075 shares; 2025Q3: 6,495 shares; 2025Q4: 6,390 shares; 2026Q1: 6,394 shares 6,394 $200K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,242 shares; 2026Q1: 3,072 shares 3,072 $200K 0.01% -170 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 11,482 shares; 2025Q1: 11,400 shares; 2025Q2: 12,636 shares; 2025Q3: 12,472 shares; 2025Q4: 11,349 shares; 2026Q1: 11,452 shares 11,452 $197K 0.01% +103 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: 25,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,967 shares 23,967 $181K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 10,310 shares; 2025Q1: 10,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,863 shares 11,863 $179K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,260 shares 20,260 $175K 0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 16,592 shares; 2026Q1: 13,975 shares 13,975 $175K 0.01% -2,617 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 15,467 shares 15,467 $174K 0.01% new Timeline CRPT 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: not reported; 2026Q1: 13,010 shares 13,010 $151K 0.01% new Timeline DFII 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: 11,049 shares 11,049 $147K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,890 shares; 2026Q1: 13,890 shares 13,890 $143K 0.01% 0 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: 26,555 shares; 2024Q4: 25,564 shares; 2025Q1: 19,639 shares; 2025Q2: 17,926 shares; 2025Q3: 16,892 shares; 2025Q4: 27,355 shares; 2026Q1: 12,742 shares 12,742 $139K 0.01% -14,613 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 21,047 shares; 2025Q1: 20,322 shares; 2025Q2: 20,541 shares; 2025Q3: 19,738 shares; 2025Q4: 18,345 shares; 2026Q1: 16,788 shares 16,788 $134K 0.01% -1,557 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,499 shares; 2025Q2: 11,499 shares; 2025Q3: 12,874 shares; 2025Q4: 18,818 shares; 2026Q1: 22,962 shares 22,962 $119K <0.01% +4,144 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,796 shares 13,796 $118K <0.01% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION 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: 11,162 shares; 2026Q1: 11,162 shares 11,162 $105K <0.01% 0 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: 23,375 shares; 2024Q4: 24,909 shares; 2025Q1: 24,909 shares; 2025Q2: 24,909 shares; 2025Q3: 22,358 shares; 2025Q4: 21,184 shares; 2026Q1: 18,652 shares 18,652 $95.1K <0.01% -2,532 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,974 shares 11,974 $90K <0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 19,181 shares; 2025Q1: 13,068 shares; 2025Q2: 13,068 shares; 2025Q3: 13,068 shares; 2025Q4: 13,068 shares; 2026Q1: 13,068 shares 13,068 $89.4K <0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 142,590 shares; 2025Q3: 132,190 shares; 2025Q4: 163,190 shares; 2026Q1: 154,690 shares 154,690 $85.5K <0.01% -8,500 Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,345 shares 10,345 $47.6K <0.01% new Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,562 shares; 2025Q2: 23,562 shares; 2025Q3: 26,586 shares; 2025Q4: 26,586 shares; 2026Q1: 23,940 shares 23,940 $46.7K <0.01% -2,646 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: not reported; 2026Q1: 11,355 shares 11,355 $44.9K <0.01% new Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,905 shares; 2025Q1: 45,351 shares; 2025Q2: 61,460 shares; 2025Q3: 63,834 shares; 2025Q4: 55,484 shares; 2026Q1: 55,484 shares 55,484 $32.7K <0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,120 shares; 2024Q4: 21,120 shares; 2025Q1: 21,120 shares; 2025Q2: 21,120 shares; 2025Q3: 21,120 shares; 2025Q4: 19,700 shares; 2026Q1: 19,700 shares 19,700 $29.9K <0.01% 0 Timeline GETY GETTY IMAGES HOLDINGS INC More: the full row for GETTY IMAGES 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: 10,000 shares 10,000 $7.93K <0.01% new Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR 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: 16,996 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $7K <0.01% 0 Timeline CAN CANAAN INC More: the full row for CANAAN 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: 14,965 shares 14,965 $6.46K <0.01% new Timeline LIBERTY INTERACTIVE LLC LIBERTY INTERACTIVE LLC More: the full row for LIBERTY INTERACTIVE LLC 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: 25,500 shares 25,500 $1.17K <0.01% new