KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,201 shares; 2025Q1: 41,625 shares; 2025Q2: 52,710 shares; 2025Q3: 52,710 shares; 2025Q4: 52,780 shares; 2026Q1: 65,885 shares 65,885 $1.87M 0.03% +13,105 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,611 shares; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,458 shares 7,458 $1.87M 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,645 shares; 2025Q1: 2,108 shares; 2025Q2: 2,843 shares; 2025Q3: 2,756 shares; 2025Q4: 3,829 shares; 2026Q1: 3,755 shares 3,755 $1.86M 0.03% -74 Timeline SPHQ 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: 12,511 shares; 2024Q4: 10,318 shares; 2025Q1: 10,339 shares; 2025Q2: 11,900 shares; 2025Q3: 24,138 shares; 2025Q4: 24,612 shares; 2026Q1: 24,754 shares 24,754 $1.86M 0.03% +142 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: 149,437 shares; 2024Q4: 33,459 shares; 2025Q1: 27,117 shares; 2025Q2: 27,253 shares; 2025Q3: 30,411 shares; 2025Q4: 46,916 shares; 2026Q1: 36,764 shares 36,764 $1.85M 0.03% -10,152 Timeline PALC 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: 60,963 shares; 2024Q4: 65,803 shares; 2025Q1: 65,053 shares; 2025Q2: 63,722 shares; 2025Q3: 63,273 shares; 2025Q4: 43,301 shares; 2026Q1: 35,705 shares 35,705 $1.85M 0.03% -7,596 Timeline ACWI 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: 3,106 shares; 2024Q4: 22,560 shares; 2025Q1: 23,007 shares; 2025Q2: 14,795 shares; 2025Q3: 14,081 shares; 2025Q4: 14,092 shares; 2026Q1: 13,369 shares 13,369 $1.85M 0.03% -723 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: 2,497 shares; 2025Q1: 3,479 shares; 2025Q2: 5,211 shares; 2025Q3: 4,801 shares; 2025Q4: 6,457 shares; 2026Q1: 7,373 shares 7,373 $1.85M 0.03% +916 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 54,451 shares 54,451 $1.84M 0.03% new Timeline VCLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,569 shares 24,569 $1.84M 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,825 shares; 2025Q1: 2,840 shares; 2025Q2: 5,008 shares; 2025Q3: 5,212 shares; 2025Q4: 7,412 shares; 2026Q1: 8,686 shares 8,686 $1.84M 0.03% +1,274 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: 4,932 shares; 2024Q4: 18,291 shares; 2025Q1: 13,378 shares; 2025Q2: 18,157 shares; 2025Q3: 17,662 shares; 2025Q4: 28,679 shares; 2026Q1: 31,147 shares 31,147 $1.83M 0.03% +2,468 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,833 shares; 2024Q4: 26,733 shares; 2025Q1: 26,733 shares; 2025Q2: 28,233 shares; 2025Q3: 28,233 shares; 2025Q4: 27,257 shares; 2026Q1: 27,245 shares 27,245 $1.83M 0.03% -12 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 100,837 shares; 2026Q1: 100,837 shares 100,837 $1.82M 0.03% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,238 shares; 2025Q1: 19,562 shares; 2025Q2: 40,654 shares; 2025Q3: 49,323 shares; 2025Q4: 47,427 shares; 2026Q1: 43,978 shares 43,978 $1.81M 0.03% -3,449 Timeline DFAC 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: 24,017 shares; 2024Q4: 34,022 shares; 2025Q1: 34,748 shares; 2025Q2: 30,034 shares; 2025Q3: 38,548 shares; 2025Q4: 43,389 shares; 2026Q1: 46,662 shares 46,662 $1.81M 0.03% +3,273 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,964 shares; 2025Q3: 5,964 shares; 2025Q4: 5,650 shares; 2026Q1: 40,414 shares 40,414 $1.81M 0.03% +34,764 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,421 shares; 2025Q4: 7,336 shares; 2026Q1: 7,205 shares 7,205 $1.8M 0.03% -131 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: 9,603 shares; 2025Q1: 15,539 shares; 2025Q2: 18,189 shares; 2025Q3: 18,157 shares; 2025Q4: 36,266 shares; 2026Q1: 66,116 shares 66,116 $1.8M 0.03% +29,850 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,547 shares; 2024Q4: 24,299 shares; 2025Q1: 18,235 shares; 2025Q2: 15,713 shares; 2025Q3: 13,617 shares; 2025Q4: 34,795 shares; 2026Q1: 39,212 shares 39,212 $1.8M 0.03% +4,417 Timeline SOXX 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: 874 shares; 2024Q4: 4,780 shares; 2025Q1: 5,356 shares; 2025Q2: 5,330 shares; 2025Q3: 5,347 shares; 2025Q4: 5,346 shares; 2026Q1: 5,423 shares 5,423 $1.78M 0.03% +77 Timeline LMUB 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: 35,662 shares 35,662 $1.78M 0.03% new 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: 5,500 shares; 2024Q4: 7,930 shares; 2025Q1: 8,834 shares; 2025Q2: 13,128 shares; 2025Q3: 13,793 shares; 2025Q4: 26,309 shares; 2026Q1: 30,437 shares 30,437 $1.78M 0.03% +4,128 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: 17,223 shares; 2024Q4: 18,221 shares; 2025Q1: 19,868 shares; 2025Q2: 18,731 shares; 2025Q3: 18,732 shares; 2025Q4: 16,712 shares; 2026Q1: 10,226 shares 10,226 $1.77M 0.03% -6,486 Timeline SCHB 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: 16,470 shares; 2024Q4: 50,713 shares; 2025Q1: 51,025 shares; 2025Q2: 51,789 shares; 2025Q3: 52,519 shares; 2025Q4: 56,031 shares; 2026Q1: 70,631 shares 70,631 $1.77M 0.03% +14,600 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,266 shares; 2024Q4: 37,058 shares; 2025Q1: 39,869 shares; 2025Q2: 6,701 shares; 2025Q3: 6,630 shares; 2025Q4: 10,191 shares; 2026Q1: 33,612 shares 33,612 $1.77M 0.03% +23,421 Timeline MGC 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: 4,501 shares; 2024Q4: 4,845 shares; 2025Q1: 3,458 shares; 2025Q2: 3,536 shares; 2025Q3: 3,228 shares; 2025Q4: 7,326 shares; 2026Q1: 7,418 shares 7,418 $1.75M 0.03% +92 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,416 shares; 2025Q3: 79,417 shares; 2025Q4: 37,223 shares; 2026Q1: 36,156 shares 36,156 $1.74M 0.03% -1,067 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 9,660 shares; 2025Q1: 10,462 shares; 2025Q2: 10,421 shares; 2025Q3: 11,867 shares; 2025Q4: 12,215 shares; 2026Q1: 12,275 shares 12,275 $1.74M 0.03% +60 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,656 shares; 2025Q1: 2,332 shares; 2025Q2: 2,413 shares; 2025Q3: 2,438 shares; 2025Q4: 5,545 shares; 2026Q1: 5,397 shares 5,397 $1.73M 0.03% -148 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,300 shares; 2025Q2: 39,092 shares; 2025Q3: 53,522 shares; 2025Q4: 60,164 shares; 2026Q1: 66,524 shares 66,524 $1.73M 0.03% +6,360 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: 5,521 shares; 2024Q4: 7,514 shares; 2025Q1: 8,546 shares; 2025Q2: 6,825 shares; 2025Q3: 7,017 shares; 2025Q4: 10,506 shares; 2026Q1: 10,689 shares 10,689 $1.73M 0.03% +183 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 9,488 shares; 2025Q1: 12,096 shares; 2025Q2: 12,023 shares; 2025Q3: 12,107 shares; 2025Q4: 11,128 shares; 2026Q1: 10,191 shares 10,191 $1.72M 0.03% -937 Timeline TDV 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: 14,070 shares; 2024Q4: 13,870 shares; 2025Q1: 14,730 shares; 2025Q2: 16,535 shares; 2025Q3: 17,040 shares; 2025Q4: 19,425 shares; 2026Q1: 20,340 shares 20,340 $1.72M 0.03% +915 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: 10,672 shares; 2024Q4: 11,703 shares; 2025Q1: 9,172 shares; 2025Q2: 8,335 shares; 2025Q3: 8,329 shares; 2025Q4: 8,314 shares; 2026Q1: 7,986 shares 7,986 $1.72M 0.03% -328 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,255 shares; 2026Q1: 34,255 shares 34,255 $1.71M 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,709 shares; 2024Q4: 76,056 shares; 2025Q1: 84,484 shares; 2025Q2: 83,950 shares; 2025Q3: 83,150 shares; 2025Q4: 32,469 shares; 2026Q1: 29,693 shares 29,693 $1.71M 0.03% -2,776 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 6,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,329 shares; 2026Q1: 22,492 shares 22,492 $1.7M 0.03% -7,837 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,380 shares; 2026Q1: 65,222 shares 65,222 $1.69M 0.03% +55,842 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: 16,308 shares; 2024Q4: 16,308 shares; 2025Q1: 16,023 shares; 2025Q2: 15,823 shares; 2025Q3: 15,806 shares; 2025Q4: 15,346 shares; 2026Q1: 15,318 shares 15,318 $1.67M 0.03% -28 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 8,534 shares; 2025Q1: 5,484 shares; 2025Q2: 8,411 shares; 2025Q3: 11,194 shares; 2025Q4: 13,880 shares; 2026Q1: 16,285 shares 16,285 $1.66M 0.03% +2,405 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 29,641 shares 29,641 $1.66M 0.03% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,206 shares; 2024Q4: 52,781 shares; 2025Q1: 56,512 shares; 2025Q2: 54,853 shares; 2025Q3: 54,943 shares; 2025Q4: 56,045 shares; 2026Q1: 57,204 shares 57,204 $1.66M 0.03% +1,159 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,161 shares; 2025Q3: 4,674 shares; 2025Q4: 6,188 shares; 2026Q1: 6,601 shares 6,601 $1.63M 0.03% +413 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 24,691 shares; 2025Q1: 23,586 shares; 2025Q2: 23,937 shares; 2025Q3: 27,542 shares; 2025Q4: 36,181 shares; 2026Q1: 35,447 shares 35,447 $1.63M 0.03% -734 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 994 shares; 2025Q1: 1,186 shares; 2025Q2: 2,262 shares; 2025Q3: 4,612 shares; 2025Q4: 5,818 shares; 2026Q1: 3,758 shares 3,758 $1.63M 0.03% -2,060 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,085 shares; 2025Q1: 3,567 shares; 2025Q2: 6,174 shares; 2025Q3: 7,002 shares; 2025Q4: 7,872 shares; 2026Q1: 8,175 shares 8,175 $1.62M 0.03% +303 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 49,070 shares; 2025Q1: 50,341 shares; 2025Q2: 51,374 shares; 2025Q3: 48,220 shares; 2025Q4: 53,530 shares; 2026Q1: 60,281 shares 60,281 $1.62M 0.03% +6,751 Timeline MOAT 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: 68,548 shares; 2024Q4: 68,356 shares; 2025Q1: 19,548 shares; 2025Q2: 16,920 shares; 2025Q3: 16,657 shares; 2025Q4: 16,868 shares; 2026Q1: 16,701 shares 16,701 $1.61M 0.03% -167 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 50,189 shares 50,189 $1.61M 0.03% new 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: 6,139 shares; 2024Q4: 11,930 shares; 2025Q1: 15,294 shares; 2025Q2: 10,866 shares; 2025Q3: 9,108 shares; 2025Q4: 10,020 shares; 2026Q1: 34,621 shares 34,621 $1.61M 0.03% +24,601 Timeline VBK 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: 2,316 shares; 2024Q4: 56,767 shares; 2025Q1: 6,112 shares; 2025Q2: 58,003 shares; 2025Q3: 5,484 shares; 2025Q4: 5,521 shares; 2026Q1: 5,311 shares 5,311 $1.61M 0.03% -210 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: 882 shares; 2024Q4: 934 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 653 shares; 2025Q4: 3,899 shares; 2026Q1: 3,935 shares 3,935 $1.6M 0.03% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,653 shares; 2026Q1: 12,815 shares 12,815 $1.6M 0.03% +162 Timeline APIE 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: 33,421 shares; 2024Q4: 33,670 shares; 2025Q1: 33,554 shares; 2025Q2: 30,876 shares; 2025Q3: 27,011 shares; 2025Q4: 45,927 shares; 2026Q1: 45,362 shares 45,362 $1.6M 0.03% -565 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 7,249 shares; 2025Q1: 7,151 shares; 2025Q2: 7,258 shares; 2025Q3: 7,426 shares; 2025Q4: 7,929 shares; 2026Q1: 4,509 shares 4,509 $1.6M 0.03% -3,420 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,667 shares 12,667 $1.6M 0.03% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,076 shares; 2025Q4: 27,868 shares; 2026Q1: 21,680 shares 21,680 $1.59M 0.03% -6,188 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: 79,648 shares; 2024Q4: 12,686 shares; 2025Q1: 14,163 shares; 2025Q2: 36,796 shares; 2025Q3: 20,067 shares; 2025Q4: 25,689 shares; 2026Q1: 31,322 shares 31,322 $1.59M 0.03% +5,633 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to 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: 52,066 shares 52,066 $1.59M 0.03% new Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,547 shares; 2026Q1: 61,454 shares 61,454 $1.57M 0.03% +17,907 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,798 shares 68,798 $1.57M 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,267 shares; 2024Q4: 48,657 shares; 2025Q1: 53,761 shares; 2025Q2: 41,572 shares; 2025Q3: 42,286 shares; 2025Q4: 39,002 shares; 2026Q1: 17,169 shares 17,169 $1.56M 0.03% -21,833 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 9,487 shares; 2025Q1: 11,769 shares; 2025Q2: 13,137 shares; 2025Q3: 12,697 shares; 2025Q4: 25,704 shares; 2026Q1: 18,279 shares 18,279 $1.56M 0.03% -7,425 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: 12,795 shares; 2026Q1: 11,488 shares 11,488 $1.56M 0.03% -1,307 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 5,542 shares; 2025Q1: 34,646 shares; 2025Q2: 32,062 shares; 2025Q3: 25,198 shares; 2025Q4: 22,740 shares; 2026Q1: 22,874 shares 22,874 $1.56M 0.03% +134 Timeline FLCB 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: 9,213 shares; 2024Q4: not reported; 2025Q1: 12,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,215 shares; 2026Q1: 71,960 shares 71,960 $1.55M 0.02% +2,745 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,553 shares; 2024Q4: 1,029,553 shares; 2025Q1: 1,029,553 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,039,779 shares; 2025Q4: 1,033,779 shares; 2026Q1: 1,033,779 shares 1,033,779 $1.54M 0.02% 0 Timeline RSPU 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: 18,870 shares; 2026Q1: 18,985 shares 18,985 $1.54M 0.02% +115 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: 10,522 shares; 2024Q4: 10,501 shares; 2025Q1: 12,001 shares; 2025Q2: 11,402 shares; 2025Q3: 11,532 shares; 2025Q4: 20,615 shares; 2026Q1: 17,034 shares 17,034 $1.54M 0.02% -3,581 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: 19,846 shares; 2024Q4: 25,078 shares; 2025Q1: 37,084 shares; 2025Q2: 34,076 shares; 2025Q3: 36,251 shares; 2025Q4: 23,288 shares; 2026Q1: 21,870 shares 21,870 $1.54M 0.02% -1,418 Timeline SPBO 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: 58,261 shares; 2024Q4: 46,654 shares; 2025Q1: 44,252 shares; 2025Q2: 40,005 shares; 2025Q3: 42,646 shares; 2025Q4: 48,380 shares; 2026Q1: 52,777 shares 52,777 $1.53M 0.02% +4,397 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 3,048 shares; 2025Q1: 7,904 shares; 2025Q2: 11,418 shares; 2025Q3: 11,660 shares; 2025Q4: 20,613 shares; 2026Q1: 12,524 shares 12,524 $1.51M 0.02% -8,089 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,840 shares 26,840 $1.51M 0.02% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,524 shares; 2025Q1: 4,287 shares; 2025Q2: 4,250 shares; 2025Q3: 3,405 shares; 2025Q4: 5,332 shares; 2026Q1: 5,260 shares 5,260 $1.51M 0.02% -72 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: 20,333 shares; 2024Q4: 28,178 shares; 2025Q1: 38,526 shares; 2025Q2: 35,143 shares; 2025Q3: 29,820 shares; 2025Q4: 31,422 shares; 2026Q1: 30,145 shares 30,145 $1.51M 0.02% -1,277 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,132 shares; 2026Q1: 47,671 shares 47,671 $1.51M 0.02% +4,539 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 29,636 shares; 2025Q3: 19,364 shares; 2025Q4: 20,588 shares; 2026Q1: 32,893 shares 32,893 $1.51M 0.02% +12,305 Timeline STXF 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: 75,941 shares; 2024Q4: 78,936 shares; 2025Q1: 71,716 shares; 2025Q2: 72,443 shares; 2025Q3: 70,051 shares; 2025Q4: 66,459 shares; 2026Q1: 35,898 shares 35,898 $1.51M 0.02% -30,561 Timeline AVLC 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: 5,105 shares; 2025Q4: 11,409 shares; 2026Q1: 19,360 shares 19,360 $1.5M 0.02% +7,951 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 3,495 shares; 2025Q1: 4,866 shares; 2025Q2: 6,921 shares; 2025Q3: 7,853 shares; 2025Q4: 5,698 shares; 2026Q1: 5,618 shares 5,618 $1.5M 0.02% -80 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 11,883 shares; 2025Q1: 11,667 shares; 2025Q2: 11,360 shares; 2025Q3: 12,161 shares; 2025Q4: 17,592 shares; 2026Q1: 18,273 shares 18,273 $1.5M 0.02% +681 Timeline USFR 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: 19,015 shares; 2024Q4: 4,589 shares; 2025Q1: 4,295 shares; 2025Q2: 12,633 shares; 2025Q3: 11,097 shares; 2025Q4: 19,526 shares; 2026Q1: 29,546 shares 29,546 $1.49M 0.02% +10,020 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,476 shares; 2025Q1: 1,345 shares; 2025Q2: 1,335 shares; 2025Q3: 1,314 shares; 2025Q4: 1,392 shares; 2026Q1: 1,363 shares 1,363 $1.49M 0.02% -29 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,866 shares; 2025Q4: 99,520 shares; 2026Q1: 91,016 shares 91,016 $1.48M 0.02% -8,504 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,628 shares; 2026Q1: 14,757 shares 14,757 $1.48M 0.02% +3,129 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: 10,057 shares; 2024Q4: 8,996 shares; 2025Q1: 15,170 shares; 2025Q2: 12,304 shares; 2025Q3: 33,279 shares; 2025Q4: 58,762 shares; 2026Q1: 63,331 shares 63,331 $1.48M 0.02% +4,569 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 14,974 shares; 2025Q1: 15,787 shares; 2025Q2: 15,787 shares; 2025Q3: 15,517 shares; 2025Q4: 15,285 shares; 2026Q1: 15,285 shares 15,285 $1.48M 0.02% 0 Timeline DIVB 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: 212,387 shares; 2024Q4: 219,061 shares; 2025Q1: 32,054 shares; 2025Q2: 28,310 shares; 2025Q3: 27,349 shares; 2025Q4: 27,322 shares; 2026Q1: 27,355 shares 27,355 $1.48M 0.02% +33 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 1,539 shares; 2025Q1: 1,555 shares; 2025Q2: 1,530 shares; 2025Q3: 1,285 shares; 2025Q4: 1,689 shares; 2026Q1: 1,062 shares 1,062 $1.46M 0.02% -627 Timeline CWB 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: 14,289 shares; 2024Q4: 14,252 shares; 2025Q1: 14,066 shares; 2025Q2: 12,172 shares; 2025Q3: 14,738 shares; 2025Q4: 61,385 shares; 2026Q1: 15,978 shares 15,978 $1.46M 0.02% -45,407 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: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,254 shares; 2025Q2: 3,671 shares; 2025Q3: 4,180 shares; 2025Q4: 7,506 shares; 2026Q1: 6,734 shares 6,734 $1.46M 0.02% -772 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares; 2026Q1: 5,709 shares 5,709 $1.45M 0.02% +746 Timeline DES 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: 25,066 shares; 2024Q4: 26,510 shares; 2025Q1: 25,234 shares; 2025Q2: 26,584 shares; 2025Q3: 28,804 shares; 2025Q4: 30,668 shares; 2026Q1: 39,959 shares 39,959 $1.44M 0.02% +9,291 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: 16,409 shares; 2025Q3: 14,196 shares; 2025Q4: 27,510 shares; 2026Q1: 28,633 shares 28,633 $1.43M 0.02% +1,123 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: 333,173 shares; 2024Q4: 373,216 shares; 2025Q1: 42,071 shares; 2025Q2: 34,575 shares; 2025Q3: 32,536 shares; 2025Q4: 32,416 shares; 2026Q1: 32,319 shares 32,319 $1.43M 0.02% -97 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 26,412 shares; 2026Q1: 28,832 shares 28,832 $1.42M 0.02% +2,420 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: 1,402 shares; 2024Q4: 1,627 shares; 2025Q1: 1,654 shares; 2025Q2: 3,454 shares; 2025Q3: 3,563 shares; 2025Q4: 3,721 shares; 2026Q1: 3,185 shares 3,185 $1.42M 0.02% -536 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,510 shares; 2025Q1: 1,800 shares; 2025Q2: 2,179 shares; 2025Q3: 2,768 shares; 2025Q4: 4,588 shares; 2026Q1: 4,846 shares 4,846 $1.41M 0.02% +258 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,371 shares 50,371 $1.41M 0.02% new Timeline JULJ 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: 71,646 shares; 2024Q4: 69,711 shares; 2025Q1: 61,477 shares; 2025Q2: 58,243 shares; 2025Q3: 59,456 shares; 2025Q4: 60,726 shares; 2026Q1: 56,791 shares 56,791 $1.41M 0.02% -3,935 Timeline AGGA 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: 52,646 shares; 2026Q1: 55,917 shares 55,917 $1.41M 0.02% +3,271 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,264 shares; 2024Q4: 39,955 shares; 2025Q1: 45,214 shares; 2025Q2: 47,226 shares; 2025Q3: 48,018 shares; 2025Q4: 48,643 shares; 2026Q1: 18,792 shares 18,792 $1.4M 0.02% -29,851 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,792 shares; 2024Q4: 84,877 shares; 2025Q1: 35,836 shares; 2025Q2: 33,101 shares; 2025Q3: 32,276 shares; 2025Q4: 32,012 shares; 2026Q1: 31,164 shares 31,164 $1.39M 0.02% -848 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 11,072 shares; 2025Q1: 4,910 shares; 2025Q2: 4,759 shares; 2025Q3: 4,805 shares; 2025Q4: 7,842 shares; 2026Q1: 12,572 shares 12,572 $1.39M 0.02% +4,730 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 6,586 shares; 2025Q1: 6,378 shares; 2025Q2: 13,761 shares; 2025Q3: 13,787 shares; 2025Q4: 13,809 shares; 2026Q1: 15,046 shares 15,046 $1.39M 0.02% +1,237 Timeline GTOQ 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: 61,505 shares; 2024Q4: 46,822 shares; 2025Q1: 49,941 shares; 2025Q2: 51,938 shares; 2025Q3: 52,457 shares; 2025Q4: 57,325 shares; 2026Q1: 62,735 shares 62,735 $1.38M 0.02% +5,410 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: not reported; 2024Q4: 27,785 shares; 2025Q1: 29,376 shares; 2025Q2: 32,715 shares; 2025Q3: 34,069 shares; 2025Q4: 55,040 shares; 2026Q1: 58,127 shares 58,127 $1.38M 0.02% +3,087 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: 37,390 shares; 2024Q4: 36,358 shares; 2025Q1: 39,056 shares; 2025Q2: 42,815 shares; 2025Q3: 49,276 shares; 2025Q4: 57,044 shares; 2026Q1: 59,785 shares 59,785 $1.38M 0.02% +2,741 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,778 shares; 2025Q1: 29,189 shares; 2025Q2: 31,520 shares; 2025Q3: 13,192 shares; 2025Q4: 15,635 shares; 2026Q1: 19,870 shares 19,870 $1.38M 0.02% +4,235 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,506 shares; 2025Q1: 8,506 shares; 2025Q2: 8,506 shares; 2025Q3: 8,506 shares; 2025Q4: 8,506 shares; 2026Q1: 8,506 shares 8,506 $1.38M 0.02% 0 Timeline BAB 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: 27,572 shares; 2024Q4: 23,829 shares; 2025Q1: 25,588 shares; 2025Q2: 27,026 shares; 2025Q3: 27,466 shares; 2025Q4: 48,139 shares; 2026Q1: 50,842 shares 50,842 $1.37M 0.02% +2,703 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: 20,033 shares; 2024Q4: 10,590 shares; 2025Q1: 6,091 shares; 2025Q2: 3,013 shares; 2025Q3: 3,018 shares; 2025Q4: 12,901 shares; 2026Q1: 15,696 shares 15,696 $1.36M 0.02% +2,795 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,457 shares; 2025Q1: 18,178 shares; 2025Q2: 13,694 shares; 2025Q3: 22,323 shares; 2025Q4: 34,399 shares; 2026Q1: 40,992 shares 40,992 $1.36M 0.02% +6,593 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,173 shares; 2025Q1: 6,436 shares; 2025Q2: 7,021 shares; 2025Q3: 12,453 shares; 2025Q4: 26,923 shares; 2026Q1: 27,066 shares 27,066 $1.35M 0.02% +143 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,685 shares; 2025Q2: 1,810 shares; 2025Q3: 2,494 shares; 2025Q4: 5,111 shares; 2026Q1: 4,907 shares 4,907 $1.35M 0.02% -204 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: 1,734 shares; 2025Q2: 1,748 shares; 2025Q3: 1,790 shares; 2025Q4: 1,869 shares; 2026Q1: 1,849 shares 1,849 $1.35M 0.02% -20 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: 10,340 shares; 2024Q4: 10,581 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,632 shares; 2025Q4: 3,738 shares; 2026Q1: 3,741 shares 3,741 $1.34M 0.02% +3 Timeline SPEM 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: 13,583 shares; 2024Q4: 13,447 shares; 2025Q1: 24,902 shares; 2025Q2: 36,333 shares; 2025Q3: 33,640 shares; 2025Q4: 54,192 shares; 2026Q1: 28,524 shares 28,524 $1.34M 0.02% -25,668 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,086 shares 42,086 $1.34M 0.02% new Timeline PJUN 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: 17,452 shares; 2024Q4: 17,152 shares; 2025Q1: 17,152 shares; 2025Q2: 22,588 shares; 2025Q3: 23,838 shares; 2025Q4: 31,920 shares; 2026Q1: 31,920 shares 31,920 $1.34M 0.02% 0 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,326 shares; 2026Q1: 46,609 shares 46,609 $1.33M 0.02% +5,283 Timeline XJUL 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: 34,295 shares 34,295 $1.33M 0.02% new Timeline IWY 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: 25,905 shares; 2024Q4: 28,838 shares; 2025Q1: 953 shares; 2025Q2: 33,373 shares; 2025Q3: 35,421 shares; 2025Q4: 18,508 shares; 2026Q1: 5,351 shares 5,351 $1.33M 0.02% -13,157 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,882 shares; 2024Q4: 44,047 shares; 2025Q1: 21,348 shares; 2025Q2: 21,414 shares; 2025Q3: 21,778 shares; 2025Q4: 19,616 shares; 2026Q1: 20,524 shares 20,524 $1.33M 0.02% +908 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,531 shares; 2025Q4: 13,107 shares; 2026Q1: 14,292 shares 14,292 $1.32M 0.02% +1,185 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,848 shares; 2024Q4: 24,686 shares; 2025Q1: 29,963 shares; 2025Q2: 30,926 shares; 2025Q3: 30,948 shares; 2025Q4: 30,948 shares; 2026Q1: 31,139 shares 31,139 $1.32M 0.02% +191 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: 10,252 shares; 2024Q4: 10,660 shares; 2025Q1: 11,379 shares; 2025Q2: 10,560 shares; 2025Q3: 10,193 shares; 2025Q4: 10,799 shares; 2026Q1: 10,526 shares 10,526 $1.32M 0.02% -273 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,256 shares 9,256 $1.32M 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 13,859 shares; 2025Q2: 11,171 shares; 2025Q3: 6,850 shares; 2025Q4: 10,402 shares; 2026Q1: 10,707 shares 10,707 $1.31M 0.02% +305 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 4,117 shares; 2025Q2: 4,037 shares; 2025Q3: 19,032 shares; 2025Q4: 15,700 shares; 2026Q1: 22,139 shares 22,139 $1.31M 0.02% +6,439 Timeline XMAR 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: 32,245 shares 32,245 $1.31M 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 7,450 shares; 2025Q1: 8,524 shares; 2025Q2: 7,444 shares; 2025Q3: 7,361 shares; 2025Q4: 15,075 shares; 2026Q1: 13,994 shares 13,994 $1.31M 0.02% -1,081 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 9,632 shares; 2025Q2: 13,225 shares; 2025Q3: 14,575 shares; 2025Q4: 36,472 shares; 2026Q1: 33,968 shares 33,968 $1.3M 0.02% -2,504 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 21,615 shares; 2025Q1: 16,002 shares; 2025Q2: 16,340 shares; 2025Q3: 17,044 shares; 2025Q4: 26,191 shares; 2026Q1: 27,302 shares 27,302 $1.28M 0.02% +1,111 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,989 shares; 2024Q4: 25,187 shares; 2025Q1: 26,543 shares; 2025Q2: 26,553 shares; 2025Q3: 27,062 shares; 2025Q4: 26,135 shares; 2026Q1: 26,297 shares 26,297 $1.28M 0.02% +162 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 11,177 shares; 2025Q1: 58,792 shares; 2025Q2: 40,221 shares; 2025Q3: 45,490 shares; 2025Q4: 63,041 shares; 2026Q1: 32,455 shares 32,455 $1.27M 0.02% -30,586 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 29,701 shares; 2025Q1: 29,130 shares; 2025Q2: 28,735 shares; 2025Q3: 22,961 shares; 2025Q4: 26,602 shares; 2026Q1: 21,048 shares 21,048 $1.27M 0.02% -5,554 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,936 shares; 2026Q1: 25,381 shares 25,381 $1.26M 0.02% +445 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: 20,957 shares; 2026Q1: 21,789 shares 21,789 $1.26M 0.02% +832 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: 40,729 shares; 2024Q4: 53,364 shares; 2025Q1: 52,702 shares; 2025Q2: 48,584 shares; 2025Q3: 61,223 shares; 2025Q4: 72,102 shares; 2026Q1: 73,077 shares 73,077 $1.25M 0.02% +975 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 25,251 shares; 2025Q1: 19,641 shares; 2025Q2: 18,896 shares; 2025Q3: 20,560 shares; 2025Q4: 29,049 shares; 2026Q1: 30,490 shares 30,490 $1.25M 0.02% +1,441 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,668 shares; 2025Q3: 18,719 shares; 2025Q4: 35,507 shares; 2026Q1: 25,477 shares 25,477 $1.24M 0.02% -10,030 Timeline JANJ 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: 11,420 shares; 2024Q4: 11,420 shares; 2025Q1: 42,170 shares; 2025Q2: 49,120 shares; 2025Q3: 49,870 shares; 2025Q4: 49,870 shares; 2026Q1: 50,870 shares 50,870 $1.23M 0.02% +1,000 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 13,107 shares; 2025Q1: 12,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,242 shares; 2026Q1: 69,722 shares 69,722 $1.22M 0.02% +4,480 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 13,145 shares; 2025Q1: 2,180 shares; 2025Q2: 2,173 shares; 2025Q3: 2,145 shares; 2025Q4: 3,543 shares; 2026Q1: 3,871 shares 3,871 $1.21M 0.02% +328 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: 2,792 shares; 2024Q4: 4,981 shares; 2025Q1: 5,038 shares; 2025Q2: 4,663 shares; 2025Q3: 5,944 shares; 2025Q4: 12,164 shares; 2026Q1: 12,352 shares 12,352 $1.21M 0.02% +188 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,612 shares; 2026Q1: 25,085 shares 25,085 $1.2M 0.02% +473 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,027 shares; 2024Q4: 17,436 shares; 2025Q1: 19,149 shares; 2025Q2: 36,011 shares; 2025Q3: 31,131 shares; 2025Q4: 41,467 shares; 2026Q1: 39,685 shares 39,685 $1.2M 0.02% -1,782 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 2,581 shares; 2025Q3: 2,369 shares; 2025Q4: 5,098 shares; 2026Q1: 7,355 shares 7,355 $1.2M 0.02% +2,257 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 24,450 shares 24,450 $1.19M 0.02% +19,750 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: 1,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 5,485 shares; 2026Q1: 5,629 shares 5,629 $1.17M 0.02% +144 Timeline BAPR 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: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,332 shares; 2026Q1: 23,865 shares 23,865 $1.17M 0.02% +533 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 40,192 shares 40,192 $1.17M 0.02% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 3,331 shares; 2025Q1: 3,500 shares; 2025Q2: 3,631 shares; 2025Q3: 3,562 shares; 2025Q4: 4,881 shares; 2026Q1: 5,188 shares 5,188 $1.16M 0.02% +307 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: 199,840 shares; 2024Q4: 14,159 shares; 2025Q1: 13,369 shares; 2025Q2: 13,748 shares; 2025Q3: 14,623 shares; 2025Q4: 15,991 shares; 2026Q1: 32,188 shares 32,188 $1.16M 0.02% +16,197 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 712 shares; 2025Q1: 1,093 shares; 2025Q2: 1,752 shares; 2025Q3: 1,236 shares; 2025Q4: 1,691 shares; 2026Q1: 1,573 shares 1,573 $1.16M 0.02% -118 Timeline RING 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: 10,091 shares; 2025Q4: not reported; 2026Q1: 14,694 shares 14,694 $1.16M 0.02% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to 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: 24,039 shares; 2026Q1: 69,003 shares 69,003 $1.16M 0.02% +44,964 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 26,288 shares; 2025Q1: 24,112 shares; 2025Q2: 23,766 shares; 2025Q3: 35,277 shares; 2025Q4: 36,814 shares; 2026Q1: 35,722 shares 35,722 $1.16M 0.02% -1,092 Timeline JAJL 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: 31,725 shares; 2024Q4: 31,725 shares; 2025Q1: 24,625 shares; 2025Q2: 24,625 shares; 2025Q3: 24,525 shares; 2025Q4: 31,507 shares; 2026Q1: 39,800 shares 39,800 $1.16M 0.02% +8,293 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: 545 shares; 2024Q4: 2,342 shares; 2025Q1: 2,266 shares; 2025Q2: 2,039 shares; 2025Q3: 1,974 shares; 2025Q4: 2,207 shares; 2026Q1: 2,213 shares 2,213 $1.16M 0.02% +6 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: 6,585 shares; 2024Q4: 7,408 shares; 2025Q1: 9,595 shares; 2025Q2: 7,587 shares; 2025Q3: 7,061 shares; 2025Q4: 12,726 shares; 2026Q1: 9,518 shares 9,518 $1.15M 0.02% -3,208 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 31,525 shares; 2025Q2: 34,925 shares; 2025Q3: 33,829 shares; 2025Q4: 31,348 shares; 2026Q1: 31,348 shares 31,348 $1.15M 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 8,962 shares; 2025Q1: 9,829 shares; 2025Q2: 5,411 shares; 2025Q3: 7,418 shares; 2025Q4: 7,678 shares; 2026Q1: 7,955 shares 7,955 $1.15M 0.02% +277 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,722 shares 14,722 $1.15M 0.02% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,511 shares; 2025Q3: 37,633 shares; 2025Q4: 39,894 shares; 2026Q1: 49,961 shares 49,961 $1.15M 0.02% +10,067 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,887 shares; 2024Q4: 20,885 shares; 2025Q1: 20,448 shares; 2025Q2: 13,900 shares; 2025Q3: 16,996 shares; 2025Q4: 31,386 shares; 2026Q1: 12,211 shares 12,211 $1.15M 0.02% -19,175 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,963 shares; 2025Q4: 3,128 shares; 2026Q1: 2,352 shares 2,352 $1.14M 0.02% -776 Timeline EUFN 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: 20,193 shares; 2025Q2: 24,300 shares; 2025Q3: 28,776 shares; 2025Q4: 33,587 shares; 2026Q1: 32,692 shares 32,692 $1.14M 0.02% -895 Timeline VGLT 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: 96,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,004 shares; 2026Q1: 20,548 shares 20,548 $1.14M 0.02% +2,544 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 19,005 shares; 2025Q1: 16,984 shares; 2025Q2: 9,154 shares; 2025Q3: 13,378 shares; 2025Q4: 17,337 shares; 2026Q1: 18,391 shares 18,391 $1.14M 0.02% +1,054 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 13,215 shares; 2025Q1: 12,809 shares; 2025Q2: 16,870 shares; 2025Q3: 18,954 shares; 2025Q4: 19,365 shares; 2026Q1: 17,994 shares 17,994 $1.13M 0.02% -1,371 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 9,983 shares; 2025Q1: 9,740 shares; 2025Q2: 13,490 shares; 2025Q3: 12,810 shares; 2025Q4: 14,957 shares; 2026Q1: 16,978 shares 16,978 $1.13M 0.02% +2,021 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,123 shares; 2026Q1: 15,292 shares 15,292 $1.12M 0.02% -831 Timeline SCHQ 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: 35,703 shares 35,703 $1.12M 0.02% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 20,497 shares; 2026Q1: 20,915 shares 20,915 $1.12M 0.02% +418 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: 5,766 shares; 2024Q4: 6,311 shares; 2025Q1: 6,294 shares; 2025Q2: 6,478 shares; 2025Q3: 6,422 shares; 2025Q4: 6,739 shares; 2026Q1: 6,082 shares 6,082 $1.12M 0.02% -657 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,264 shares 26,264 $1.11M 0.02% new 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: 9,838 shares; 2024Q4: 9,856 shares; 2025Q1: 10,124 shares; 2025Q2: 9,752 shares; 2025Q3: 18,379 shares; 2025Q4: 22,874 shares; 2026Q1: 23,745 shares 23,745 $1.1M 0.02% +871 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: 7,362 shares; 2025Q4: 7,162 shares; 2026Q1: 3,726 shares 3,726 $1.1M 0.02% -3,436 Timeline IGEB 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: 28,184 shares; 2024Q4: 19,069 shares; 2025Q1: 4,455 shares; 2025Q2: 8,660 shares; 2025Q3: 9,690 shares; 2025Q4: 16,122 shares; 2026Q1: 24,493 shares 24,493 $1.1M 0.02% +8,371 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: 25,864 shares; 2024Q4: 25,443 shares; 2025Q1: 25,302 shares; 2025Q2: 24,659 shares; 2025Q3: 22,767 shares; 2025Q4: 25,167 shares; 2026Q1: 23,848 shares 23,848 $1.1M 0.02% -1,319 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,290 shares; 2026Q1: 11,909 shares 11,909 $1.1M 0.02% -4,381 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 948 shares; 2025Q2: 2,564 shares; 2025Q3: 2,604 shares; 2025Q4: 3,409 shares; 2026Q1: 3,016 shares 3,016 $1.1M 0.02% -393 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,098 shares; 2025Q1: 6,162 shares; 2025Q2: 6,679 shares; 2025Q3: 7,177 shares; 2025Q4: 9,154 shares; 2026Q1: 8,711 shares 8,711 $1.09M 0.02% -443 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 5,773 shares; 2025Q1: 4,090 shares; 2025Q2: 4,091 shares; 2025Q3: 3,775 shares; 2025Q4: 4,327 shares; 2026Q1: 6,277 shares 6,277 $1.08M 0.02% +1,950 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: 25,400 shares; 2024Q4: 25,505 shares; 2025Q1: 26,670 shares; 2025Q2: 26,658 shares; 2025Q3: 31,801 shares; 2025Q4: 32,017 shares; 2026Q1: 31,485 shares 31,485 $1.08M 0.02% -532 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,958 shares; 2026Q1: 10,239 shares 10,239 $1.08M 0.02% +281 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: 2,958 shares; 2024Q4: 3,695 shares; 2025Q1: 7,508 shares; 2025Q2: 4,310 shares; 2025Q3: 4,336 shares; 2025Q4: 8,057 shares; 2026Q1: 7,192 shares 7,192 $1.08M 0.02% -865 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 7,156 shares; 2025Q4: 22,699 shares; 2026Q1: 47,416 shares 47,416 $1.08M 0.02% +24,717 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 3,116 shares; 2025Q3: 3,029 shares; 2025Q4: 4,028 shares; 2026Q1: 2,773 shares 2,773 $1.08M 0.02% -1,255 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,390 shares; 2025Q1: 2,391 shares; 2025Q2: 2,368 shares; 2025Q3: 2,340 shares; 2025Q4: 9,444 shares; 2026Q1: 9,437 shares 9,437 $1.06M 0.02% -7 Timeline BAUG 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: 30,335 shares; 2024Q4: 26,605 shares; 2025Q1: 26,358 shares; 2025Q2: 22,125 shares; 2025Q3: 22,125 shares; 2025Q4: 23,920 shares; 2026Q1: 21,628 shares 21,628 $1.06M 0.02% -2,292 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: 8,748 shares; 2024Q4: 8,430 shares; 2025Q1: 9,170 shares; 2025Q2: 8,843 shares; 2025Q3: 8,655 shares; 2025Q4: 9,484 shares; 2026Q1: 8,682 shares 8,682 $1.05M 0.02% -802 Timeline IWP 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: 2,998 shares; 2024Q4: 6,735 shares; 2025Q1: 7,664 shares; 2025Q2: 7,631 shares; 2025Q3: 7,427 shares; 2025Q4: 8,123 shares; 2026Q1: 8,165 shares 8,165 $1.05M 0.02% +42 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 6,791 shares; 2025Q1: 8,101 shares; 2025Q2: 11,653 shares; 2025Q3: 11,104 shares; 2025Q4: 21,575 shares; 2026Q1: 21,198 shares 21,198 $1.04M 0.02% -377 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: 9,748 shares; 2026Q1: 10,011 shares 10,011 $1.04M 0.02% +263 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,276 shares; 2026Q1: 104,545 shares 104,545 $1.04M 0.02% -39,731 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: 4,453 shares; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 3,804 shares; 2025Q3: 4,379 shares; 2025Q4: 5,389 shares; 2026Q1: 5,098 shares 5,098 $1.03M 0.02% -291 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 841 shares; 2025Q4: 1,902 shares; 2026Q1: 1,829 shares 1,829 $1.03M 0.02% -73 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 5,275 shares; 2025Q3: 5,113 shares; 2025Q4: 23,789 shares; 2026Q1: 22,593 shares 22,593 $1.02M 0.02% -1,196 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 7,941 shares; 2025Q1: 7,386 shares; 2025Q2: 8,994 shares; 2025Q3: 9,503 shares; 2025Q4: 12,084 shares; 2026Q1: 12,172 shares 12,172 $1.02M 0.02% +88 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,564 shares; 2025Q1: 18,556 shares; 2025Q2: 18,558 shares; 2025Q3: 18,446 shares; 2025Q4: 19,286 shares; 2026Q1: 19,053 shares 19,053 $1.02M 0.02% -233 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 10,431 shares; 2025Q1: 10,276 shares; 2025Q2: 9,570 shares; 2025Q3: 9,592 shares; 2025Q4: 9,895 shares; 2026Q1: 9,930 shares 9,930 $1.02M 0.02% +35 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 15,754 shares; 2025Q1: 1,047 shares; 2025Q2: 1,476 shares; 2025Q3: 1,344 shares; 2025Q4: 2,905 shares; 2026Q1: 3,073 shares 3,073 $1M 0.02% +168 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: 4,068 shares; 2024Q4: 5,938 shares; 2025Q1: 7,189 shares; 2025Q2: 7,417 shares; 2025Q3: 10,172 shares; 2025Q4: 13,422 shares; 2026Q1: 14,159 shares 14,159 $1M 0.02% +737 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,593 shares; 2025Q3: 31,593 shares; 2025Q4: 31,593 shares; 2026Q1: 38,270 shares 38,270 $999K 0.02% +6,677 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: 8,921 shares; 2024Q4: 29,606 shares; 2025Q1: 30,132 shares; 2025Q2: 29,827 shares; 2025Q3: 29,494 shares; 2025Q4: 30,638 shares; 2026Q1: 11,763 shares 11,763 $999K 0.02% -18,875 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: 5,400 shares; 2024Q4: 21,794 shares; 2025Q1: 25,608 shares; 2025Q2: 23,418 shares; 2025Q3: 21,848 shares; 2025Q4: 22,628 shares; 2026Q1: 22,521 shares 22,521 $987K 0.02% -107 Timeline FTXR 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: 25,843 shares 25,843 $985K 0.02% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,666 shares 44,666 $984K 0.02% new Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY 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: 50,434 shares; 2026Q1: 25,092 shares 25,092 $983K 0.02% -25,342 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 9,976 shares; 2025Q1: 9,782 shares; 2025Q2: 9,208 shares; 2025Q3: 9,130 shares; 2025Q4: 8,360 shares; 2026Q1: 8,122 shares 8,122 $983K 0.02% -238 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,846 shares; 2025Q4: 79,193 shares; 2026Q1: 79,600 shares 79,600 $981K 0.02% +407 Timeline FTCB 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: 44,578 shares; 2026Q1: 46,667 shares 46,667 $978K 0.02% +2,089 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: 6,439 shares; 2024Q4: 6,416 shares; 2025Q1: 6,441 shares; 2025Q2: 6,298 shares; 2025Q3: 5,180 shares; 2025Q4: 4,907 shares; 2026Q1: 4,778 shares 4,778 $974K 0.02% -129 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,136 shares; 2025Q3: 4,558 shares; 2025Q4: 11,302 shares; 2026Q1: 11,780 shares 11,780 $972K 0.02% +478 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,735 shares; 2025Q4: 47,849 shares; 2026Q1: 47,126 shares 47,126 $968K 0.02% -723 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 28,575 shares 28,575 $965K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 2,442 shares; 2025Q1: 7,530 shares; 2025Q2: 7,199 shares; 2025Q3: 7,319 shares; 2025Q4: 8,063 shares; 2026Q1: 6,724 shares 6,724 $963K 0.02% -1,339 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR 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: 63,974 shares; 2025Q4: 77,379 shares; 2026Q1: 79,067 shares 79,067 $963K 0.02% +1,688 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: 9,201 shares; 2024Q4: 9,276 shares; 2025Q1: 9,088 shares; 2025Q2: 3,757 shares; 2025Q3: 3,780 shares; 2025Q4: 4,171 shares; 2026Q1: 5,058 shares 5,058 $959K 0.02% +887 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: 10,778 shares; 2025Q4: 16,496 shares; 2026Q1: 18,590 shares 18,590 $953K 0.02% +2,094 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to 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: 31,650 shares; 2026Q1: 65,550 shares 65,550 $953K 0.02% +33,900 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: 25,780 shares; 2024Q4: 24,877 shares; 2025Q1: 24,184 shares; 2025Q2: 22,788 shares; 2025Q3: 22,893 shares; 2025Q4: 46,906 shares; 2026Q1: 47,755 shares 47,755 $951K 0.02% +849 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,497 shares; 2026Q1: 26,220 shares 26,220 $951K 0.02% +723 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,994 shares; 2024Q4: 13,139 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 13,125 shares; 2025Q4: 13,217 shares; 2026Q1: 13,217 shares 13,217 $949K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 6,996 shares; 2025Q1: 7,089 shares; 2025Q2: 8,339 shares; 2025Q3: 8,144 shares; 2025Q4: 8,212 shares; 2026Q1: 8,496 shares 8,496 $947K 0.02% +284 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,025 shares; 2025Q3: 13,223 shares; 2025Q4: 18,045 shares; 2026Q1: 16,553 shares 16,553 $945K 0.02% -1,492 Timeline VEU 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: 3,632 shares; 2025Q1: 4,578 shares; 2025Q2: 4,929 shares; 2025Q3: 6,878 shares; 2025Q4: 10,469 shares; 2026Q1: 12,519 shares 12,519 $940K 0.02% +2,050 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,085 shares; 2026Q1: 26,770 shares 26,770 $938K 0.02% +685 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: not reported; 2024Q4: 3,027 shares; 2025Q1: 6,311 shares; 2025Q2: 7,261 shares; 2025Q3: 3,144 shares; 2025Q4: 3,730 shares; 2026Q1: 11,712 shares 11,712 $938K 0.02% +7,982 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: 30,226 shares; 2024Q4: 27,002 shares; 2025Q1: 34,522 shares; 2025Q2: 33,247 shares; 2025Q3: 52,685 shares; 2025Q4: 46,124 shares; 2026Q1: 45,915 shares 45,915 $937K 0.02% -209 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 15,238 shares; 2025Q1: 15,238 shares; 2025Q2: 18,254 shares; 2025Q3: 18,384 shares; 2025Q4: 19,025 shares; 2026Q1: 19,748 shares 19,748 $935K 0.02% +723 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: 5,294 shares; 2024Q4: 7,560 shares; 2025Q1: 6,231 shares; 2025Q2: 6,419 shares; 2025Q3: 6,691 shares; 2025Q4: 11,815 shares; 2026Q1: 12,522 shares 12,522 $933K 0.02% +707 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,878 shares; 2025Q1: 4,907 shares; 2025Q2: 4,357 shares; 2025Q3: 4,349 shares; 2025Q4: 4,975 shares; 2026Q1: 4,979 shares 4,979 $929K 0.01% +4 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: 3,321 shares; 2024Q4: 4,502 shares; 2025Q1: 4,221 shares; 2025Q2: 4,284 shares; 2025Q3: 3,651 shares; 2025Q4: 3,828 shares; 2026Q1: 2,490 shares 2,490 $923K 0.01% -1,338 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,505 shares; 2025Q4: 3,748 shares; 2026Q1: 3,690 shares 3,690 $919K 0.01% -58 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: 7,585 shares; 2024Q4: 19,885 shares; 2025Q1: 26,943 shares; 2025Q2: 9,101 shares; 2025Q3: 8,840 shares; 2025Q4: 19,095 shares; 2026Q1: 30,807 shares 30,807 $918K 0.01% +11,712 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,401 shares; 2025Q1: 13,060 shares; 2025Q2: 13,656 shares; 2025Q3: 21,062 shares; 2025Q4: 39,346 shares; 2026Q1: 33,439 shares 33,439 $918K 0.01% -5,907 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: 4,920 shares; 2024Q4: 5,958 shares; 2025Q1: 5,893 shares; 2025Q2: 7,107 shares; 2025Q3: 7,515 shares; 2025Q4: 9,695 shares; 2026Q1: 9,505 shares 9,505 $917K 0.01% -190 Timeline AFEM 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: 8,101 shares; 2024Q4: 8,848 shares; 2025Q1: 9,772 shares; 2025Q2: 10,378 shares; 2025Q3: 11,448 shares; 2025Q4: 11,982 shares; 2026Q1: 11,160 shares 11,160 $917K 0.01% -822 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,887 shares; 2026Q1: 27,160 shares 27,160 $917K 0.01% +273 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 26,876 shares 26,876 $916K 0.01% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 25,234 shares; 2025Q1: 26,325 shares; 2025Q2: 20,670 shares; 2025Q3: 21,645 shares; 2025Q4: 24,831 shares; 2026Q1: 39,830 shares 39,830 $916K 0.01% +14,999 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,477 shares; 2026Q1: 3,837 shares 3,837 $914K 0.01% +2,360 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,866 shares; 2026Q1: 28,794 shares 28,794 $912K 0.01% +928 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 4,999 shares; 2025Q2: 7,605 shares; 2025Q3: 7,409 shares; 2025Q4: 10,576 shares; 2026Q1: 9,901 shares 9,901 $912K 0.01% -675 Timeline FTSM 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: 3,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,197 shares 15,197 $908K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 5,057 shares; 2025Q1: 5,443 shares; 2025Q2: 5,447 shares; 2025Q3: 5,364 shares; 2025Q4: 5,286 shares; 2026Q1: 5,193 shares 5,193 $897K 0.01% -93 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: 12,509 shares; 2024Q4: 16,170 shares; 2025Q1: 23,451 shares; 2025Q2: 20,109 shares; 2025Q3: 19,690 shares; 2025Q4: 20,712 shares; 2026Q1: 21,005 shares 21,005 $893K 0.01% +293 Timeline UPRO 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: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 6,554 shares; 2025Q2: 9,231 shares; 2025Q3: 8,905 shares; 2025Q4: 9,179 shares; 2026Q1: 9,196 shares 9,196 $892K 0.01% +17 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: 4,973 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,719 shares; 2025Q3: 7,579 shares; 2025Q4: 14,991 shares; 2026Q1: 17,342 shares 17,342 $891K 0.01% +2,351 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 14,761 shares; 2025Q4: 14,657 shares; 2026Q1: 23,466 shares 23,466 $890K 0.01% +8,809 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: 15,837 shares; 2024Q4: 16,749 shares; 2025Q1: 15,749 shares; 2025Q2: 16,026 shares; 2025Q3: 16,065 shares; 2025Q4: 17,855 shares; 2026Q1: 33,966 shares 33,966 $887K 0.01% +16,111 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,847 shares; 2024Q4: 15,278 shares; 2025Q1: 15,844 shares; 2025Q2: 15,590 shares; 2025Q3: 8,887 shares; 2025Q4: 38,929 shares; 2026Q1: 35,759 shares 35,759 $887K 0.01% -3,170 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,871 shares; 2024Q4: 72,399 shares; 2025Q1: 121,471 shares; 2025Q2: 66,065 shares; 2025Q3: 66,907 shares; 2025Q4: 62,107 shares; 2026Q1: 19,551 shares 19,551 $884K 0.01% -42,556 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: 1,912 shares; 2024Q4: 5,275 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 5,026 shares; 2025Q4: 6,670 shares; 2026Q1: 6,067 shares 6,067 $884K 0.01% -603 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,996 shares; 2025Q2: 6,449 shares; 2025Q3: 8,195 shares; 2025Q4: 15,338 shares; 2026Q1: 14,625 shares 14,625 $877K 0.01% -713 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,723 shares; 2025Q2: not reported; 2025Q3: 47,090 shares; 2025Q4: 53,304 shares; 2026Q1: 25,603 shares 25,603 $874K 0.01% -27,701 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 6,737 shares; 2025Q1: 9,525 shares; 2025Q2: 5,608 shares; 2025Q3: 5,581 shares; 2025Q4: 5,983 shares; 2026Q1: 5,995 shares 5,995 $874K 0.01% +12 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: 4,533 shares; 2025Q1: 4,791 shares; 2025Q2: 4,866 shares; 2025Q3: 5,000 shares; 2025Q4: 5,402 shares; 2026Q1: 5,694 shares 5,694 $872K 0.01% +292 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 27,565 shares 27,565 $871K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,354 shares; 2025Q1: 3,342 shares; 2025Q2: 3,514 shares; 2025Q3: 3,491 shares; 2025Q4: 4,238 shares; 2026Q1: 4,146 shares 4,146 $864K 0.01% -92 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 12,522 shares; 2025Q1: 12,443 shares; 2025Q2: 14,256 shares; 2025Q3: 14,223 shares; 2025Q4: 15,718 shares; 2026Q1: 12,699 shares 12,699 $858K 0.01% -3,019 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,343 shares; 2025Q4: 4,555 shares; 2026Q1: 4,466 shares 4,466 $856K 0.01% -89 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,943 shares; 2024Q4: 34,019 shares; 2025Q1: 32,327 shares; 2025Q2: 31,856 shares; 2025Q3: 28,359 shares; 2025Q4: 27,590 shares; 2026Q1: 23,855 shares 23,855 $856K 0.01% -3,735 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,707 shares; 2024Q4: 20,531 shares; 2025Q1: 20,281 shares; 2025Q2: 20,378 shares; 2025Q3: 15,978 shares; 2025Q4: 86,263 shares; 2026Q1: 83,769 shares 83,769 $853K 0.01% -2,494 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 25,375 shares 25,375 $848K 0.01% new Timeline PTL 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: 2,271 shares; 2025Q1: 2,756 shares; 2025Q2: 2,891 shares; 2025Q3: 3,046 shares; 2025Q4: 3,290 shares; 2026Q1: 3,378 shares 3,378 $846K 0.01% +88 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,703 shares; 2024Q4: 87,478 shares; 2025Q1: 16,522 shares; 2025Q2: 14,377 shares; 2025Q3: 14,548 shares; 2025Q4: 14,508 shares; 2026Q1: 12,555 shares 12,555 $844K 0.01% -1,953 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: not reported; 2024Q4: 6,625 shares; 2025Q1: 6,909 shares; 2025Q2: 6,903 shares; 2025Q3: 8,155 shares; 2025Q4: 12,469 shares; 2026Q1: 12,398 shares 12,398 $843K 0.01% -71 Timeline QXO QXO INC More: the full row for QXO 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: 32,693 shares; 2026Q1: 43,218 shares 43,218 $839K 0.01% +10,525 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 2,231 shares; 2025Q3: 3,627 shares; 2025Q4: 5,280 shares; 2026Q1: 5,535 shares 5,535 $835K 0.01% +255 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,488 shares; 2026Q1: 39,721 shares 39,721 $826K 0.01% +233 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 4,137 shares; 2025Q1: 3,955 shares; 2025Q2: 3,896 shares; 2025Q3: 4,336 shares; 2025Q4: 4,187 shares; 2026Q1: 3,767 shares 3,767 $825K 0.01% -420 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,555 shares; 2026Q1: 38,415 shares 38,415 $824K 0.01% -140 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: 667 shares; 2025Q2: 565 shares; 2025Q3: 639 shares; 2025Q4: 842 shares; 2026Q1: 840 shares 840 $824K 0.01% -2 Timeline FIW 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: 5,952 shares; 2024Q4: 5,971 shares; 2025Q1: 5,975 shares; 2025Q2: 5,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,181 shares; 2026Q1: 7,958 shares 7,958 $821K 0.01% +777 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,120 shares; 2025Q3: 15,065 shares; 2025Q4: 15,717 shares; 2026Q1: 25,935 shares 25,935 $819K 0.01% +10,218 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: 5,618 shares; 2024Q4: 3,292 shares; 2025Q1: 4,148 shares; 2025Q2: 3,824 shares; 2025Q3: 3,955 shares; 2025Q4: 6,304 shares; 2026Q1: 6,045 shares 6,045 $817K 0.01% -259 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: 13,250 shares; 2024Q4: 12,867 shares; 2025Q1: 14,801 shares; 2025Q2: 10,956 shares; 2025Q3: 11,353 shares; 2025Q4: 29,563 shares; 2026Q1: 29,886 shares 29,886 $816K 0.01% +323 Timeline LMBS 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: 8,194 shares; 2025Q2: 6,011 shares; 2025Q3: 8,718 shares; 2025Q4: 16,310 shares; 2026Q1: 16,370 shares 16,370 $815K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 1,253 shares; 2025Q3: 1,431 shares; 2025Q4: 1,972 shares; 2026Q1: 1,820 shares 1,820 $813K 0.01% -152 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,411 shares 35,411 $813K 0.01% new Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 24,359 shares 24,359 $811K 0.01% new 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: not reported; 2024Q4: 3,991 shares; 2025Q1: 5,516 shares; 2025Q2: 8,318 shares; 2025Q3: 8,517 shares; 2025Q4: 14,559 shares; 2026Q1: 14,318 shares 14,318 $806K 0.01% -241 Timeline DFUS 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: 4,826 shares; 2024Q4: 4,844 shares; 2025Q1: 4,854 shares; 2025Q2: 4,853 shares; 2025Q3: 4,811 shares; 2025Q4: 11,378 shares; 2026Q1: 11,366 shares 11,366 $806K 0.01% -12 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 1,696 shares; 2025Q1: 1,840 shares; 2025Q2: 1,639 shares; 2025Q3: 2,136 shares; 2025Q4: 3,664 shares; 2026Q1: 3,831 shares 3,831 $805K 0.01% +167 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,023 shares; 2025Q4: 37,780 shares; 2026Q1: 40,090 shares 40,090 $796K 0.01% +2,310 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to 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: 34,456 shares; 2026Q1: 24,734 shares 24,734 $794K 0.01% -9,722 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: 33,168 shares; 2024Q4: 45,348 shares; 2025Q1: 39,678 shares; 2025Q2: 44,872 shares; 2025Q3: 38,847 shares; 2025Q4: 125,292 shares; 2026Q1: 68,502 shares 68,502 $791K 0.01% -56,790 Timeline USXF 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: 18,911 shares; 2024Q4: 20,932 shares; 2025Q1: 22,795 shares; 2025Q2: 16,790 shares; 2025Q3: 13,071 shares; 2025Q4: 14,268 shares; 2026Q1: 14,304 shares 14,304 $790K 0.01% +36 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: 23,919 shares; 2024Q4: 23,922 shares; 2025Q1: 23,925 shares; 2025Q2: 22,727 shares; 2025Q3: 22,729 shares; 2025Q4: 22,272 shares; 2026Q1: 22,273 shares 22,273 $789K 0.01% +1 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: 5,939 shares; 2024Q4: 6,434 shares; 2025Q1: 8,044 shares; 2025Q2: 8,362 shares; 2025Q3: 8,002 shares; 2025Q4: 5,533 shares; 2026Q1: 5,431 shares 5,431 $785K 0.01% -102 Timeline PYLD 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: 25,474 shares; 2026Q1: 29,878 shares 29,878 $783K 0.01% +4,404 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: 12,351 shares; 2024Q4: 15,223 shares; 2025Q1: 18,466 shares; 2025Q2: 15,865 shares; 2025Q3: 20,308 shares; 2025Q4: 22,901 shares; 2026Q1: 22,599 shares 22,599 $778K 0.01% -302 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: 8,283 shares; 2026Q1: 8,448 shares 8,448 $771K 0.01% +165 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 21,486 shares; 2025Q1: 22,777 shares; 2025Q2: 22,798 shares; 2025Q3: 23,104 shares; 2025Q4: 21,503 shares; 2026Q1: 20,972 shares 20,972 $769K 0.01% -531 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,885 shares; 2025Q4: 29,869 shares; 2026Q1: 30,895 shares 30,895 $765K 0.01% +1,026 Timeline QDEC 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: 25,672 shares; 2026Q1: 24,259 shares 24,259 $763K 0.01% -1,413 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,210 shares; 2026Q1: 8,222 shares 8,222 $762K 0.01% +1,012 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 16,056 shares; 2026Q1: 16,761 shares 16,761 $761K 0.01% +705 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 1,045 shares 1,045 $761K 0.01% +650 Timeline FLGV 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: 37,178 shares 37,178 $760K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,967 shares; 2025Q3: not reported; 2025Q4: 23,577 shares; 2026Q1: 28,843 shares 28,843 $759K 0.01% +5,266 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 7,377 shares; 2025Q1: 7,851 shares; 2025Q2: 7,209 shares; 2025Q3: 7,137 shares; 2025Q4: 9,389 shares; 2026Q1: 8,136 shares 8,136 $759K 0.01% -1,253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,326 shares; 2025Q4: 100,323 shares; 2026Q1: 99,927 shares 99,927 $753K 0.01% -396 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,399 shares; 2026Q1: 15,762 shares 15,762 $745K 0.01% +2,363 Timeline CGHM 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: 10,890 shares; 2025Q3: 13,514 shares; 2025Q4: 23,331 shares; 2026Q1: 29,296 shares 29,296 $742K 0.01% +5,965 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,982 shares; 2026Q1: 17,443 shares 17,443 $741K 0.01% +3,461 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 8,918 shares; 2025Q1: 11,327 shares; 2025Q2: 9,123 shares; 2025Q3: 9,244 shares; 2025Q4: 9,952 shares; 2026Q1: 8,754 shares 8,754 $741K 0.01% -1,198 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,604 shares; 2026Q1: 1,419 shares 1,419 $740K 0.01% -185 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,060 shares; 2025Q1: 3,638 shares; 2025Q2: 5,011 shares; 2025Q3: 3,791 shares; 2025Q4: 4,142 shares; 2026Q1: 5,045 shares 5,045 $737K 0.01% +903 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 9,725 shares; 2025Q1: 14,819 shares; 2025Q2: 16,172 shares; 2025Q3: 12,404 shares; 2025Q4: 16,134 shares; 2026Q1: 13,331 shares 13,331 $736K 0.01% -2,803 Timeline BBUS 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: 2,801 shares; 2024Q4: 3,386 shares; 2025Q1: 4,603 shares; 2025Q2: 3,689 shares; 2025Q3: 3,837 shares; 2025Q4: 5,901 shares; 2026Q1: 6,239 shares 6,239 $731K 0.01% +338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,297 shares 15,297 $730K 0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,440 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 3,772 shares; 2025Q4: 3,892 shares; 2026Q1: 4,573 shares 4,573 $726K 0.01% +681 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 26,131 shares; 2025Q1: 9,121 shares; 2025Q2: 9,635 shares; 2025Q3: 8,863 shares; 2025Q4: 10,670 shares; 2026Q1: 10,161 shares 10,161 $725K 0.01% -509 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,103 shares; 2025Q3: 7,244 shares; 2025Q4: 10,010 shares; 2026Q1: 7,646 shares 7,646 $724K 0.01% -2,364 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,645 shares; 2026Q1: 7,219 shares 7,219 $723K 0.01% +1,574 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 559 shares; 2025Q4: 1,735 shares; 2026Q1: 1,653 shares 1,653 $721K 0.01% -82 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,934 shares; 2026Q1: 9,149 shares 9,149 $721K 0.01% +215 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,257 shares; 2026Q1: 14,363 shares 14,363 $720K 0.01% +5,106 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 3,287 shares; 2025Q1: 4,086 shares; 2025Q2: 4,901 shares; 2025Q3: 4,924 shares; 2025Q4: 5,154 shares; 2026Q1: 5,178 shares 5,178 $719K 0.01% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 10,217 shares; 2026Q1: 10,480 shares 10,480 $717K 0.01% +263 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: 4,195 shares; 2024Q4: 4,526 shares; 2025Q1: 4,808 shares; 2025Q2: 6,915 shares; 2025Q3: 7,386 shares; 2025Q4: 10,199 shares; 2026Q1: 7,685 shares 7,685 $717K 0.01% -2,514 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 30,449 shares 30,449 $717K 0.01% new Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,558 shares; 2024Q4: 20,558 shares; 2025Q1: 20,558 shares; 2025Q2: 21,034 shares; 2025Q3: 39,768 shares; 2025Q4: 40,606 shares; 2026Q1: 41,476 shares 41,476 $715K 0.01% +870 Timeline FMF 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: 8,453 shares; 2024Q4: 9,836 shares; 2025Q1: 18,529 shares; 2025Q2: 8,598 shares; 2025Q3: 9,766 shares; 2025Q4: 14,118 shares; 2026Q1: 14,102 shares 14,102 $714K 0.01% -16 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 3,041 shares; 2025Q3: 4,724 shares; 2025Q4: 7,310 shares; 2026Q1: 7,619 shares 7,619 $713K 0.01% +309 Timeline BOND 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: 2,744 shares; 2025Q1: 2,848 shares; 2025Q2: 2,836 shares; 2025Q3: 2,861 shares; 2025Q4: 6,004 shares; 2026Q1: 7,716 shares 7,716 $712K 0.01% +1,712 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,830 shares; 2025Q1: 7,930 shares; 2025Q2: 7,830 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,830 shares 7,830 $709K 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: 2,775 shares; 2024Q4: not reported; 2025Q1: 2,816 shares; 2025Q2: 3,531 shares; 2025Q3: 3,655 shares; 2025Q4: 4,629 shares; 2026Q1: 4,548 shares 4,548 $707K 0.01% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,237 shares; 2025Q3: 5,802 shares; 2025Q4: 8,225 shares; 2026Q1: 9,744 shares 9,744 $706K 0.01% +1,519 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 202,663 shares; 2026Q1: 231,089 shares 231,089 $705K 0.01% +28,426 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,275 shares; 2024Q4: 16,711 shares; 2025Q1: 29,842 shares; 2025Q2: 13,871 shares; 2025Q3: 15,374 shares; 2025Q4: 21,260 shares; 2026Q1: 20,880 shares 20,880 $705K 0.01% -380 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 3,334 shares; 2025Q4: 3,578 shares; 2026Q1: 7,748 shares 7,748 $703K 0.01% +4,170 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 11,357 shares; 2025Q1: 12,106 shares; 2025Q2: 12,108 shares; 2025Q3: 12,756 shares; 2025Q4: 16,375 shares; 2026Q1: 15,391 shares 15,391 $700K 0.01% -984 Timeline PAUG 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: 20,993 shares; 2024Q4: 20,980 shares; 2025Q1: 7,769 shares; 2025Q2: 6,245 shares; 2025Q3: 11,880 shares; 2025Q4: 16,938 shares; 2026Q1: 16,325 shares 16,325 $697K 0.01% -613 Timeline UDOW 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: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 4,785 shares; 2025Q2: 6,772 shares; 2025Q3: 6,487 shares; 2025Q4: 13,556 shares; 2026Q1: 13,885 shares 13,885 $697K 0.01% +329 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: 5,457 shares; 2024Q4: 9,152 shares; 2025Q1: 9,898 shares; 2025Q2: 9,158 shares; 2025Q3: 9,010 shares; 2025Q4: 17,267 shares; 2026Q1: 18,675 shares 18,675 $695K 0.01% +1,408 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,423 shares; 2026Q1: 24,069 shares 24,069 $692K 0.01% +5,646 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,490 shares; 2025Q1: 6,000 shares; 2025Q2: 4,387 shares; 2025Q3: 5,350 shares; 2025Q4: 6,402 shares; 2026Q1: 5,985 shares 5,985 $691K 0.01% -417 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: 7,623 shares; 2025Q1: 7,714 shares; 2025Q2: 6,314 shares; 2025Q3: 2,975 shares; 2025Q4: 3,797 shares; 2026Q1: 3,798 shares 3,798 $690K 0.01% +1 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,993 shares; 2025Q1: 9,956 shares; 2025Q2: 10,648 shares; 2025Q3: 11,147 shares; 2025Q4: 12,358 shares; 2026Q1: 13,609 shares 13,609 $689K 0.01% +1,251 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: 8,911 shares; 2024Q4: 10,366 shares; 2025Q1: 9,240 shares; 2025Q2: 9,149 shares; 2025Q3: 8,044 shares; 2025Q4: 12,042 shares; 2026Q1: 10,689 shares 10,689 $688K 0.01% -1,353 Timeline JANH 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: 38,507 shares; 2024Q4: 36,306 shares; 2025Q1: 43,705 shares; 2025Q2: 51,854 shares; 2025Q3: 48,011 shares; 2025Q4: 46,396 shares; 2026Q1: 28,608 shares 28,608 $686K 0.01% -17,788 Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,972 shares; 2026Q1: 10,561 shares 10,561 $686K 0.01% +1,589 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,894 shares; 2024Q4: 20,497 shares; 2025Q1: 20,271 shares; 2025Q2: 18,548 shares; 2025Q3: 20,938 shares; 2025Q4: 21,148 shares; 2026Q1: 18,056 shares 18,056 $678K 0.01% -3,092 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,606 shares; 2025Q1: 4,912 shares; 2025Q2: 6,972 shares; 2025Q3: 5,851 shares; 2025Q4: 8,001 shares; 2026Q1: 10,424 shares 10,424 $678K 0.01% +2,423 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 10,918 shares; 2025Q1: 11,292 shares; 2025Q2: 11,292 shares; 2025Q3: 11,292 shares; 2025Q4: 12,709 shares; 2026Q1: 12,893 shares 12,893 $676K 0.01% +184 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,676 shares; 2025Q1: 4,415 shares; 2025Q2: 3,643 shares; 2025Q3: 3,718 shares; 2025Q4: 6,734 shares; 2026Q1: 6,940 shares 6,940 $674K 0.01% +206 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,745 shares; 2024Q4: 22,330 shares; 2025Q1: 23,818 shares; 2025Q2: 23,220 shares; 2025Q3: 31,526 shares; 2025Q4: 36,813 shares; 2026Q1: 42,356 shares 42,356 $673K 0.01% +5,543 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,834 shares; 2025Q4: 67,694 shares; 2026Q1: 68,065 shares 68,065 $672K 0.01% +371 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,787 shares; 2025Q1: 9,315 shares; 2025Q2: 10,875 shares; 2025Q3: 10,243 shares; 2025Q4: 10,755 shares; 2026Q1: 8,885 shares 8,885 $669K 0.01% -1,870 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,270 shares; 2025Q1: 8,580 shares; 2025Q2: 8,093 shares; 2025Q3: not reported; 2025Q4: 8,797 shares; 2026Q1: 17,101 shares 17,101 $667K 0.01% +8,304 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,512 shares; 2024Q4: 5,559 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,815 shares; 2025Q4: 6,229 shares; 2026Q1: 6,096 shares 6,096 $667K 0.01% -133 Timeline FNCL 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: 9,064 shares; 2024Q4: 9,099 shares; 2025Q1: 9,137 shares; 2025Q2: 9,636 shares; 2025Q3: 9,334 shares; 2025Q4: 9,566 shares; 2026Q1: 9,489 shares 9,489 $666K 0.01% -77 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,635 shares; 2025Q2: 9,241 shares; 2025Q3: 10,861 shares; 2025Q4: 12,080 shares; 2026Q1: 11,325 shares 11,325 $661K 0.01% -755 Timeline AAPR 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: 23,926 shares; 2024Q4: 23,926 shares; 2025Q1: 23,926 shares; 2025Q2: 23,926 shares; 2025Q3: 23,926 shares; 2025Q4: 23,179 shares; 2026Q1: 22,896 shares 22,896 $659K 0.01% -283 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: not reported; 2026Q1: 15,255 shares 15,255 $659K 0.01% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 12,863 shares; 2025Q1: 11,537 shares; 2025Q2: 11,565 shares; 2025Q3: 12,093 shares; 2025Q4: 16,329 shares; 2026Q1: 16,371 shares 16,371 $657K 0.01% +42 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,902 shares; 2025Q3: 5,719 shares; 2025Q4: 8,537 shares; 2026Q1: 8,349 shares 8,349 $656K 0.01% -188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,816 shares 40,816 $656K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,849 shares; 2025Q1: 5,808 shares; 2025Q2: 6,170 shares; 2025Q3: 5,282 shares; 2025Q4: 9,106 shares; 2026Q1: 7,978 shares 7,978 $654K 0.01% -1,128 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 549 shares; 2025Q3: 510 shares; 2025Q4: 798 shares; 2026Q1: 845 shares 845 $653K 0.01% +47 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: 10,860 shares; 2024Q4: 10,712 shares; 2025Q1: 10,712 shares; 2025Q2: 10,795 shares; 2025Q3: 9,240 shares; 2025Q4: 9,286 shares; 2026Q1: 9,689 shares 9,689 $650K 0.01% +403 Timeline CGUI 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: 25,698 shares; 2025Q4: 25,698 shares; 2026Q1: 25,698 shares 25,698 $650K 0.01% 0 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: 7,776 shares; 2024Q4: 13,905 shares; 2025Q1: 14,100 shares; 2025Q2: 10,688 shares; 2025Q3: 10,584 shares; 2025Q4: 15,584 shares; 2026Q1: 15,584 shares 15,584 $649K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290,747 shares; 2025Q1: 324,209 shares; 2025Q2: 315,973 shares; 2025Q3: 314,729 shares; 2025Q4: 320,454 shares; 2026Q1: 25,777 shares 25,777 $648K 0.01% -294,677 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,525 shares 24,525 $646K 0.01% new Timeline TTC TORO CO More: the full row for TORO 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: 8,182 shares; 2025Q3: 8,299 shares; 2025Q4: 6,744 shares; 2026Q1: 6,909 shares 6,909 $646K 0.01% +165 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,852 shares; 2025Q1: 3,922 shares; 2025Q2: 4,252 shares; 2025Q3: 5,472 shares; 2025Q4: 10,836 shares; 2026Q1: 10,277 shares 10,277 $644K 0.01% -559 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 2,236 shares; 2025Q1: 2,180 shares; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 7,729 shares; 2026Q1: 7,882 shares 7,882 $641K 0.01% +153 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,265 shares; 2025Q1: 14,301 shares; 2025Q2: 8,716 shares; 2025Q3: 9,220 shares; 2025Q4: 11,951 shares; 2026Q1: 12,575 shares 12,575 $641K 0.01% +624 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 5,017 shares; 2025Q3: 5,092 shares; 2025Q4: 4,272 shares; 2026Q1: 3,729 shares 3,729 $640K 0.01% -543 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,476 shares; 2025Q1: 2,555 shares; 2025Q2: 2,623 shares; 2025Q3: 2,633 shares; 2025Q4: 2,733 shares; 2026Q1: 3,252 shares 3,252 $637K 0.01% +519 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,978 shares; 2025Q1: 4,688 shares; 2025Q2: 5,574 shares; 2025Q3: 5,555 shares; 2025Q4: 5,813 shares; 2026Q1: 5,583 shares 5,583 $636K 0.01% -230 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 12,595 shares; 2025Q4: 17,782 shares; 2026Q1: 15,213 shares 15,213 $635K 0.01% -2,569 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,230 shares; 2025Q1: 7,530 shares; 2025Q2: 7,505 shares; 2025Q3: 7,057 shares; 2025Q4: 16,715 shares; 2026Q1: 16,188 shares 16,188 $633K 0.01% -527 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: 17,811 shares; 2024Q4: 18,829 shares; 2025Q1: 20,811 shares; 2025Q2: 18,310 shares; 2025Q3: 18,310 shares; 2025Q4: 21,336 shares; 2026Q1: 17,213 shares 17,213 $631K 0.01% -4,123 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,900 shares 18,900 $630K 0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,245 shares; 2024Q4: 49,609 shares; 2025Q1: 45,157 shares; 2025Q2: 42,225 shares; 2025Q3: 41,930 shares; 2025Q4: 7,740 shares; 2026Q1: 7,106 shares 7,106 $629K 0.01% -634 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,808 shares; 2025Q2: 4,219 shares; 2025Q3: 4,053 shares; 2025Q4: 4,240 shares; 2026Q1: 3,972 shares 3,972 $628K 0.01% -268 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,524 shares; 2025Q1: 2,228 shares; 2025Q2: 3,829 shares; 2025Q3: 3,699 shares; 2025Q4: 2,789 shares; 2026Q1: 4,286 shares 4,286 $627K 0.01% +1,497 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: 3,800 shares; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,500 shares; 2025Q3: 4,420 shares; 2025Q4: 8,563 shares; 2026Q1: 9,600 shares 9,600 $624K 0.01% +1,037 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 4,963 shares; 2025Q1: 4,992 shares; 2025Q2: 4,972 shares; 2025Q3: 4,968 shares; 2025Q4: 4,835 shares; 2026Q1: 4,583 shares 4,583 $620K 0.01% -252 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,496 shares; 2025Q1: 4,616 shares; 2025Q2: 6,788 shares; 2025Q3: 8,630 shares; 2025Q4: 9,106 shares; 2026Q1: 7,793 shares 7,793 $619K 0.01% -1,313 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,775 shares; 2025Q4: 48,962 shares; 2026Q1: 34,784 shares 34,784 $619K 0.01% -14,178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,449 shares 6,449 $616K 0.01% new Timeline FISR 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: 15,466 shares; 2026Q1: 23,832 shares 23,832 $613K 0.01% +8,366 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 6,817 shares; 2025Q1: 9,703 shares; 2025Q2: 5,629 shares; 2025Q3: 3,941 shares; 2025Q4: 6,298 shares; 2026Q1: 5,586 shares 5,586 $613K 0.01% -712 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 2,611 shares; 2025Q3: 2,648 shares; 2025Q4: 2,403 shares; 2026Q1: 2,107 shares 2,107 $612K 0.01% -296 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,510 shares; 2026Q1: 18,060 shares 18,060 $611K 0.01% +6,550 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 12,939 shares; 2025Q1: 9,414 shares; 2025Q2: 10,567 shares; 2025Q3: 7,916 shares; 2025Q4: 22,154 shares; 2026Q1: 20,302 shares 20,302 $610K 0.01% -1,852 Timeline SDVY 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: 29,203 shares; 2024Q4: 30,856 shares; 2025Q1: 30,382 shares; 2025Q2: 28,856 shares; 2025Q3: not reported; 2025Q4: 15,283 shares; 2026Q1: 15,413 shares 15,413 $608K 0.01% +130 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 2,685 shares; 2025Q1: 1,942 shares; 2025Q2: 1,895 shares; 2025Q3: 1,998 shares; 2025Q4: 2,240 shares; 2026Q1: 2,138 shares 2,138 $607K 0.01% -102 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,770 shares; 2025Q1: 6,770 shares; 2025Q2: 6,712 shares; 2025Q3: 6,712 shares; 2025Q4: 11,119 shares; 2026Q1: 13,389 shares 13,389 $606K 0.01% +2,270 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 4,970 shares; 2026Q1: 5,568 shares 5,568 $605K 0.01% +598 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,635 shares; 2024Q4: 13,343 shares; 2025Q1: 12,406 shares; 2025Q2: 14,356 shares; 2025Q3: 14,807 shares; 2025Q4: 24,451 shares; 2026Q1: 23,188 shares 23,188 $600K 0.01% -1,263 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 25,169 shares 25,169 $598K 0.01% new Timeline GMUB 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: 7,318 shares; 2026Q1: 11,688 shares 11,688 $596K 0.01% +4,370 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: 9,884 shares; 2024Q4: 26,528 shares; 2025Q1: 6,436 shares; 2025Q2: 7,286 shares; 2025Q3: 6,660 shares; 2025Q4: 7,830 shares; 2026Q1: 8,227 shares 8,227 $595K 0.01% +397 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,178 shares; 2026Q1: 3,073 shares 3,073 $595K 0.01% -105 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR 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: 39,855 shares 39,855 $593K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,751 shares; 2025Q1: 2,739 shares; 2025Q2: 3,365 shares; 2025Q3: 3,130 shares; 2025Q4: 2,978 shares; 2026Q1: 2,876 shares 2,876 $587K 0.01% -102 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,459 shares; 2025Q3: 8,411 shares; 2025Q4: 7,176 shares; 2026Q1: 6,262 shares 6,262 $585K 0.01% -914 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 7,223 shares; 2025Q1: 7,510 shares; 2025Q2: 8,336 shares; 2025Q3: 9,654 shares; 2025Q4: 9,873 shares; 2026Q1: 9,498 shares 9,498 $585K 0.01% -375 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 2,405 shares; 2025Q4: 2,857 shares; 2026Q1: 2,792 shares 2,792 $584K 0.01% -65 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,952 shares; 2025Q1: 6,321 shares; 2025Q2: 5,752 shares; 2025Q3: 5,785 shares; 2025Q4: 6,930 shares; 2026Q1: 6,079 shares 6,079 $584K 0.01% -851 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,170 shares; 2026Q1: 4,372 shares 4,372 $582K 0.01% +202 Timeline SYSB 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: 6,549 shares; 2026Q1: 6,541 shares 6,541 $582K 0.01% -8 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,265 shares; 2024Q4: 9,635 shares; 2025Q1: 14,861 shares; 2025Q2: 8,604 shares; 2025Q3: 8,565 shares; 2025Q4: 6,228 shares; 2026Q1: 9,077 shares 9,077 $582K 0.01% +2,849 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,690 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 14,075 shares; 2026Q1: 14,217 shares 14,217 $581K 0.01% +142 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,708 shares; 2026Q1: 8,063 shares 8,063 $573K 0.01% +1,355 Timeline GOVI 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: 18,106 shares; 2024Q4: 15,294 shares; 2025Q1: 16,373 shares; 2025Q2: 17,211 shares; 2025Q3: 17,710 shares; 2025Q4: 19,398 shares; 2026Q1: 20,998 shares 20,998 $573K 0.01% +1,600 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares 2,880 $571K 0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 27,086 shares; 2025Q1: 28,671 shares; 2025Q2: 28,597 shares; 2025Q3: 32,118 shares; 2025Q4: 43,221 shares; 2026Q1: 44,372 shares 44,372 $568K 0.01% +1,151 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,293 shares; 2026Q1: 23,591 shares 23,591 $566K 0.01% +7,298 Timeline CERY 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: 11,913 shares; 2026Q1: 16,043 shares 16,043 $565K 0.01% +4,130 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,299 shares; 2025Q1: 2,328 shares; 2025Q2: 1,393 shares; 2025Q3: 1,055 shares; 2025Q4: 1,054 shares; 2026Q1: 948 shares 948 $562K 0.01% -106 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,376 shares; 2024Q4: 17,097 shares; 2025Q1: 17,097 shares; 2025Q2: 17,097 shares; 2025Q3: 15,591 shares; 2025Q4: 33,546 shares; 2026Q1: 35,276 shares 35,276 $561K 0.01% +1,730 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,934 shares; 2025Q1: 2,980 shares; 2025Q2: 4,670 shares; 2025Q3: 5,797 shares; 2025Q4: 5,744 shares; 2026Q1: 5,862 shares 5,862 $560K 0.01% +118 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS 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: 32,115 shares; 2025Q4: 44,459 shares; 2026Q1: 54,483 shares 54,483 $560K 0.01% +10,024 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,187 shares; 2025Q1: 7,580 shares; 2025Q2: 7,161 shares; 2025Q3: 8,539 shares; 2025Q4: 11,077 shares; 2026Q1: 11,962 shares 11,962 $558K 0.01% +885 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 21,100 shares; 2025Q1: 21,100 shares; 2025Q2: 21,100 shares; 2025Q3: 20,100 shares; 2025Q4: 21,542 shares; 2026Q1: 24,996 shares 24,996 $558K 0.01% +3,454 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 23,244 shares; 2025Q1: 23,244 shares; 2025Q2: 14,643 shares; 2025Q3: 14,423 shares; 2025Q4: 43,881 shares; 2026Q1: 42,269 shares 42,269 $557K 0.01% -1,612 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,621 shares; 2025Q4: 4,578 shares; 2026Q1: 4,684 shares 4,684 $555K 0.01% +106 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,609 shares; 2025Q2: 10,529 shares; 2025Q3: 11,009 shares; 2025Q4: 20,989 shares; 2026Q1: 21,733 shares 21,733 $554K 0.01% +744 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: 17,374 shares; 2026Q1: 21,073 shares 21,073 $554K 0.01% +3,699 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: not reported; 2025Q4: 11,746 shares; 2026Q1: 11,844 shares 11,844 $552K 0.01% +98 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: 13,925 shares; 2024Q4: 21,706 shares; 2025Q1: 19,098 shares; 2025Q2: 17,474 shares; 2025Q3: 18,109 shares; 2025Q4: 13,403 shares; 2026Q1: 15,010 shares 15,010 $552K 0.01% +1,607 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,158 shares 13,158 $551K 0.01% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,849 shares; 2024Q4: 43,297 shares; 2025Q1: 43,297 shares; 2025Q2: 43,297 shares; 2025Q3: 43,297 shares; 2025Q4: 43,297 shares; 2026Q1: 43,297 shares 43,297 $551K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 3,140 shares; 2025Q3: not reported; 2025Q4: 2,376 shares; 2026Q1: 3,783 shares 3,783 $550K 0.01% +1,407 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,406 shares; 2026Q1: 10,406 shares 10,406 $550K 0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 12,019 shares; 2025Q2: 10,512 shares; 2025Q3: 10,501 shares; 2025Q4: 11,285 shares; 2026Q1: 11,844 shares 11,844 $550K 0.01% +559 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,031 shares; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 2,078 shares; 2026Q1: 1,953 shares 1,953 $549K 0.01% -125 Timeline PMAR 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: 5,200 shares; 2025Q1: 5,100 shares; 2025Q2: 6,700 shares; 2025Q3: 5,900 shares; 2025Q4: 6,752 shares; 2026Q1: 12,282 shares 12,282 $548K 0.01% +5,530 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 8,724 shares; 2025Q1: 7,694 shares; 2025Q2: 7,549 shares; 2025Q3: 6,767 shares; 2025Q4: 6,768 shares; 2026Q1: 6,021 shares 6,021 $548K 0.01% -747 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: 6,958 shares; 2025Q1: 6,921 shares; 2025Q2: 6,967 shares; 2025Q3: 7,216 shares; 2025Q4: 8,034 shares; 2026Q1: 8,034 shares 8,034 $548K 0.01% 0 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: 900 shares; 2025Q1: 4,912 shares; 2025Q2: 5,011 shares; 2025Q3: 4,157 shares; 2025Q4: 5,709 shares; 2026Q1: 3,126 shares 3,126 $546K 0.01% -2,583 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: 906 shares; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 842 shares; 2026Q1: 801 shares 801 $546K 0.01% -41 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,002 shares; 2026Q1: 1,001 shares 1,001 $545K 0.01% -1 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares; 2026Q1: 7,155 shares 7,155 $545K 0.01% -225 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,777 shares; 2026Q1: 22,201 shares 22,201 $542K 0.01% +10,424 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 26,873 shares; 2026Q1: 26,482 shares 26,482 $542K 0.01% -391 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to 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: 20,759 shares; 2026Q1: 21,626 shares 21,626 $541K 0.01% +867 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,075 shares; 2026Q1: 1,094 shares 1,094 $540K 0.01% +19 Timeline EMLC 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: 11,126 shares; 2026Q1: 21,452 shares 21,452 $539K 0.01% +10,326 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: not reported; 2024Q4: 3,114 shares; 2025Q1: 3,758 shares; 2025Q2: 5,429 shares; 2025Q3: 5,324 shares; 2025Q4: 6,150 shares; 2026Q1: 6,548 shares 6,548 $535K 0.01% +398 Timeline DEM 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: 7,896 shares; 2024Q4: 7,863 shares; 2025Q1: 9,847 shares; 2025Q2: 10,475 shares; 2025Q3: 11,804 shares; 2025Q4: 12,612 shares; 2026Q1: 10,723 shares 10,723 $533K 0.01% -1,889 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: 3,899 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,492 shares; 2025Q3: 4,668 shares; 2025Q4: 4,919 shares; 2026Q1: 4,194 shares 4,194 $532K 0.01% -725 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 2,029 shares; 2026Q1: 1,996 shares 1,996 $529K 0.01% -33 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,336 shares; 2025Q4: 1,104 shares; 2026Q1: 973 shares 973 $528K 0.01% -131 Timeline JQUA 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: 18,119 shares; 2024Q4: 21,678 shares; 2025Q1: 6,160 shares; 2025Q2: 6,418 shares; 2025Q3: 8,338 shares; 2025Q4: 8,448 shares; 2026Q1: 8,608 shares 8,608 $528K 0.01% +160 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,655 shares; 2025Q3: 1,603 shares; 2025Q4: 2,716 shares; 2026Q1: 2,857 shares 2,857 $528K 0.01% +141 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 5,028 shares; 2026Q1: 5,716 shares 5,716 $525K 0.01% +688 Timeline SPLV 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: 10,450 shares; 2024Q4: 9,744 shares; 2025Q1: 34,372 shares; 2025Q2: 10,151 shares; 2025Q3: 8,105 shares; 2025Q4: 8,587 shares; 2026Q1: 7,170 shares 7,170 $524K 0.01% -1,417 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,868 shares; 2026Q1: 10,112 shares 10,112 $524K 0.01% +1,244 Timeline QTOC 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: 12,100 shares; 2024Q4: 11,700 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 15,805 shares; 2026Q1: 15,805 shares 15,805 $524K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,868 shares; 2025Q4: 2,007 shares; 2026Q1: 1,549 shares 1,549 $524K 0.01% -458 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,558 shares; 2024Q4: 8,247 shares; 2025Q1: 8,239 shares; 2025Q2: 8,684 shares; 2025Q3: 7,624 shares; 2025Q4: 7,871 shares; 2026Q1: 11,195 shares 11,195 $522K 0.01% +3,324 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,321 shares; 2025Q4: 6,015 shares; 2026Q1: 7,405 shares 7,405 $522K 0.01% +1,390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 273 shares 273 $522K 0.01% +1 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: not reported; 2025Q4: 8,208 shares; 2026Q1: 10,173 shares 10,173 $521K 0.01% +1,965 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,300 shares 8,300 $520K 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 7,150 shares; 2025Q1: 19,077 shares; 2025Q2: 11,146 shares; 2025Q3: 13,540 shares; 2025Q4: 13,225 shares; 2026Q1: 10,902 shares 10,902 $519K 0.01% -2,323 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: 1,058 shares; 2024Q4: 1,229 shares; 2025Q1: 1,079 shares; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 2,356 shares; 2026Q1: 2,307 shares 2,307 $518K 0.01% -49 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 4,356 shares; 2025Q1: 4,357 shares; 2025Q2: 4,144 shares; 2025Q3: 4,157 shares; 2025Q4: 7,564 shares; 2026Q1: 7,464 shares 7,464 $517K 0.01% -100 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,628 shares; 2026Q1: 22,960 shares 22,960 $515K 0.01% +4,332 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 17,991 shares 17,991 $514K 0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 10,453 shares; 2025Q1: 4,150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,836 shares; 2026Q1: 6,769 shares 6,769 $510K 0.01% +1,933 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,666 shares; 2025Q2: 2,555 shares; 2025Q3: 2,349 shares; 2025Q4: 1,278 shares; 2026Q1: 1,344 shares 1,344 $510K 0.01% +66 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 820 shares; 2025Q1: 866 shares; 2025Q2: 865 shares; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $508K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 14,311 shares; 2025Q1: 14,857 shares; 2025Q2: 11,506 shares; 2025Q3: 13,792 shares; 2025Q4: 21,138 shares; 2026Q1: 22,534 shares 22,534 $507K 0.01% +1,396 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,821 shares; 2025Q1: 9,163 shares; 2025Q2: 8,423 shares; 2025Q3: 9,231 shares; 2025Q4: 13,194 shares; 2026Q1: 12,669 shares 12,669 $506K 0.01% -525 Timeline OBIL RBB FD INC More: the full row for RBB 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: 10,087 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares; 2026Q1: 10,087 shares 10,087 $505K 0.01% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,854 shares; 2024Q4: 26,929 shares; 2025Q1: 28,233 shares; 2025Q2: 30,586 shares; 2025Q3: 30,849 shares; 2025Q4: 29,166 shares; 2026Q1: 26,038 shares 26,038 $505K 0.01% -3,128 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,726 shares; 2024Q4: 29,393 shares; 2025Q1: 29,926 shares; 2025Q2: 32,189 shares; 2025Q3: 29,679 shares; 2025Q4: 30,037 shares; 2026Q1: 29,950 shares 29,950 $501K 0.01% -87 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to 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: 11,796 shares 11,796 $501K 0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 66,728 shares; 2026Q1: 61,420 shares 61,420 $501K 0.01% -5,308 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 12,585 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 793 shares; 2026Q1: 1,590 shares 1,590 $500K 0.01% +797 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to 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: 10,703 shares 10,703 $497K 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,075 shares; 2025Q2: 11,102 shares; 2025Q3: not reported; 2025Q4: 28,890 shares; 2026Q1: 27,996 shares 27,996 $497K 0.01% -894 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 88,662 shares 88,662 $497K 0.01% new Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC 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: 30,156 shares; 2025Q4: 30,967 shares; 2026Q1: 32,529 shares 32,529 $495K 0.01% +1,562 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,753 shares; 2025Q2: 19,868 shares; 2025Q3: 22,329 shares; 2025Q4: 33,483 shares; 2026Q1: 23,915 shares 23,915 $495K 0.01% -9,568 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,141 shares; 2024Q4: 33,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,409 shares; 2025Q4: 13,367 shares; 2026Q1: 22,603 shares 22,603 $495K 0.01% +9,236 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST 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: 13,117 shares; 2026Q1: 29,776 shares 29,776 $494K 0.01% +16,659 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 12,994 shares; 2025Q3: 14,099 shares; 2025Q4: 41,691 shares; 2026Q1: 34,141 shares 34,141 $493K 0.01% -7,550 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,569 shares; 2026Q1: 16,415 shares 16,415 $491K 0.01% +846 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 3,705 shares; 2025Q3: 3,733 shares; 2025Q4: 3,084 shares; 2026Q1: 2,774 shares 2,774 $490K 0.01% -310 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,601 shares 10,601 $486K 0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,522 shares; 2025Q3: 3,484 shares; 2025Q4: 2,645 shares; 2026Q1: 3,028 shares 3,028 $485K 0.01% +383 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 3,530 shares; 2025Q1: 5,107 shares; 2025Q2: 4,284 shares; 2025Q3: 4,316 shares; 2025Q4: 4,687 shares; 2026Q1: 4,101 shares 4,101 $485K 0.01% -586 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,116 shares; 2025Q1: 11,646 shares; 2025Q2: 11,226 shares; 2025Q3: not reported; 2025Q4: 28,062 shares; 2026Q1: 28,137 shares 28,137 $485K 0.01% +75 Timeline SCHR 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: 14,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,504 shares; 2026Q1: 19,449 shares 19,449 $484K 0.01% +1,945 Timeline