FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,969 shares; 2026Q1: 6,969 shares 6,969 $484K 0.01% 0 Timeline DMXF 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: 9,345 shares; 2024Q4: 10,315 shares; 2025Q1: 7,707 shares; 2025Q2: 7,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,390 shares 6,390 $482K 0.01% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,025 shares; 2026Q1: 6,625 shares 6,625 $481K 0.01% +600 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: 7,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,381 shares 4,381 $481K 0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 4,003 shares; 2025Q3: 4,000 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares 4,021 $481K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares 2,229 $478K 0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,256 shares; 2025Q4: 58,434 shares; 2026Q1: 9,949 shares 9,949 $477K 0.01% -48,485 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,091 shares; 2026Q1: 12,558 shares 12,558 $477K 0.01% -1,533 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 6,764 shares; 2025Q1: 7,105 shares; 2025Q2: 6,842 shares; 2025Q3: 6,718 shares; 2025Q4: 6,401 shares; 2026Q1: 11,234 shares 11,234 $477K 0.01% +4,833 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: 2,374 shares; 2025Q4: 8,026 shares; 2026Q1: 6,114 shares 6,114 $474K 0.01% -1,912 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,325 shares 19,325 $472K 0.01% new Timeline SCHM 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: 7,893 shares; 2024Q4: 22,152 shares; 2025Q1: 11,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,263 shares; 2026Q1: 15,212 shares 15,212 $471K 0.01% -51 Timeline WBIL 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: 14,013 shares 14,013 $471K 0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,026 shares; 2025Q4: 50,523 shares; 2026Q1: 52,177 shares 52,177 $469K 0.01% +1,654 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,591 shares; 2025Q1: 5,530 shares; 2025Q2: 5,309 shares; 2025Q3: 5,236 shares; 2025Q4: 3,837 shares; 2026Q1: 3,445 shares 3,445 $469K 0.01% -392 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,884 shares; 2026Q1: 5,851 shares 5,851 $469K 0.01% -33 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,971 shares; 2026Q1: 9,582 shares 9,582 $467K 0.01% -1,389 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 4,259 shares; 2025Q1: 4,301 shares; 2025Q2: 3,419 shares; 2025Q3: 3,529 shares; 2025Q4: 3,848 shares; 2026Q1: 3,387 shares 3,387 $465K 0.01% -461 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 7,793 shares; 2025Q4: 7,635 shares; 2026Q1: 6,745 shares 6,745 $464K 0.01% -890 Timeline GVI 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: 28,908 shares; 2024Q4: 35,022 shares; 2025Q1: 36,122 shares; 2025Q2: 20,231 shares; 2025Q3: 8,355 shares; 2025Q4: 5,665 shares; 2026Q1: 4,347 shares 4,347 $464K 0.01% -1,318 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,695 shares 10,695 $464K 0.01% new Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 26,773 shares; 2026Q1: 26,941 shares 26,941 $461K 0.01% +168 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,388 shares; 2025Q3: 6,088 shares; 2025Q4: 9,192 shares; 2026Q1: 9,404 shares 9,404 $460K 0.01% +212 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 12,047 shares; 2025Q1: 3,557 shares; 2025Q2: 3,985 shares; 2025Q3: 4,280 shares; 2025Q4: 3,922 shares; 2026Q1: 3,912 shares 3,912 $460K 0.01% -10 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,832 shares; 2025Q4: 11,614 shares; 2026Q1: 11,273 shares 11,273 $460K 0.01% -341 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,581 shares; 2025Q1: 1,681 shares; 2025Q2: 1,663 shares; 2025Q3: 1,597 shares; 2025Q4: 1,760 shares; 2026Q1: 1,676 shares 1,676 $460K 0.01% -84 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,365 shares; 2025Q1: 3,672 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,703 shares; 2026Q1: 3,884 shares 3,884 $457K 0.01% +181 Timeline EUHY 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: 8,700 shares 8,700 $456K 0.01% new Timeline XME 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: 4,336 shares; 2025Q1: not reported; 2025Q2: 3,329 shares; 2025Q3: 3,552 shares; 2025Q4: 4,089 shares; 2026Q1: 4,218 shares 4,218 $456K 0.01% +129 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 5,012 shares; 2025Q1: 8,203 shares; 2025Q2: 7,234 shares; 2025Q3: 6,552 shares; 2025Q4: 6,746 shares; 2026Q1: 6,400 shares 6,400 $456K 0.01% -346 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,214 shares; 2025Q4: 9,084 shares; 2026Q1: 7,078 shares 7,078 $455K 0.01% -2,006 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES 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: 55,688 shares; 2026Q1: 38,759 shares 38,759 $452K 0.01% -16,929 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,876 shares; 2026Q1: 2,622 shares 2,622 $451K 0.01% -254 Timeline WBIF 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: 14,407 shares 14,407 $450K 0.01% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,006 shares; 2025Q1: 23,664 shares; 2025Q2: 23,540 shares; 2025Q3: 24,419 shares; 2025Q4: 22,407 shares; 2026Q1: 22,407 shares 22,407 $447K 0.01% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 14,879 shares; 2025Q4: 14,892 shares; 2026Q1: 14,893 shares 14,893 $447K 0.01% +1 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 9,635 shares; 2025Q1: 17,855 shares; 2025Q2: 10,142 shares; 2025Q3: 7,630 shares; 2025Q4: 7,737 shares; 2026Q1: 7,557 shares 7,557 $446K 0.01% -180 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,615 shares 3,615 $445K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,056 shares; 2024Q4: 12,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,003 shares; 2026Q1: 16,708 shares 16,708 $445K 0.01% +2,705 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,496 shares; 2025Q1: 2,296 shares; 2025Q2: 1,847 shares; 2025Q3: 1,866 shares; 2025Q4: 2,257 shares; 2026Q1: 2,423 shares 2,423 $442K 0.01% +166 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,843 shares 11,843 $441K 0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,521 shares; 2025Q2: 18,613 shares; 2025Q3: 17,777 shares; 2025Q4: 7,988 shares; 2026Q1: 8,142 shares 8,142 $440K 0.01% +154 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,607 shares 1,607 $440K 0.01% +306 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 8,717 shares; 2025Q1: 8,717 shares; 2025Q2: 8,717 shares; 2025Q3: 8,717 shares; 2025Q4: 11,724 shares; 2026Q1: 11,727 shares 11,727 $439K 0.01% +3 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,173 shares; 2025Q4: 2,607 shares; 2026Q1: 2,325 shares 2,325 $439K 0.01% -282 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,515 shares; 2026Q1: 11,448 shares 11,448 $438K 0.01% +933 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 3,739 shares; 2025Q1: 3,801 shares; 2025Q2: 2,754 shares; 2025Q3: 3,272 shares; 2025Q4: 1,490 shares; 2026Q1: 2,914 shares 2,914 $437K 0.01% +1,424 Timeline EJAN 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: 12,392 shares; 2026Q1: 12,838 shares 12,838 $436K 0.01% +446 Timeline HYBL 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: 31,394 shares; 2024Q4: 31,994 shares; 2025Q1: 31,720 shares; 2025Q2: 98,694 shares; 2025Q3: 100,962 shares; 2025Q4: 37,405 shares; 2026Q1: 15,626 shares 15,626 $435K 0.01% -21,779 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,840 shares 10,840 $434K 0.01% new Timeline QSPT 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: 14,115 shares 14,115 $432K 0.01% new Timeline ITB 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: 2,663 shares; 2026Q1: 4,770 shares 4,770 $432K 0.01% +2,107 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,422 shares; 2025Q2: 14,955 shares; 2025Q3: 14,394 shares; 2025Q4: 22,381 shares; 2026Q1: 21,529 shares 21,529 $432K 0.01% -852 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,324 shares; 2026Q1: 20,332 shares 20,332 $430K 0.01% +8 Timeline DFEV 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: 10,961 shares; 2026Q1: 12,021 shares 12,021 $430K 0.01% +1,060 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY 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: 20,668 shares; 2026Q1: 18,162 shares 18,162 $430K 0.01% -2,506 Timeline TLTW 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: 10,232 shares; 2026Q1: 18,995 shares 18,995 $430K 0.01% +8,763 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,311 shares; 2025Q2: 15,775 shares; 2025Q3: 22,442 shares; 2025Q4: 14,332 shares; 2026Q1: 14,040 shares 14,040 $429K 0.01% -292 Timeline EOCT 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: 13,208 shares; 2026Q1: 13,392 shares 13,392 $428K 0.01% +184 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 639 shares; 2025Q2: 744 shares; 2025Q3: 779 shares; 2025Q4: 1,581 shares; 2026Q1: 1,471 shares 1,471 $428K 0.01% -110 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,025 shares 17,025 $427K 0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 1,929 shares; 2026Q1: 1,924 shares 1,924 $427K 0.01% -5 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,914 shares; 2025Q1: 8,826 shares; 2025Q2: 8,911 shares; 2025Q3: 8,395 shares; 2025Q4: 8,108 shares; 2026Q1: 8,410 shares 8,410 $426K 0.01% +302 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,849 shares; 2026Q1: 23,024 shares 23,024 $424K 0.01% -1,825 Timeline UITB 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: 15,538 shares; 2025Q2: 14,699 shares; 2025Q3: 16,118 shares; 2025Q4: 15,887 shares; 2026Q1: 9,008 shares 9,008 $424K 0.01% -6,879 Timeline OEF 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: 1,375 shares; 2024Q4: 1,412 shares; 2025Q1: 3,113 shares; 2025Q2: 3,668 shares; 2025Q3: 5,893 shares; 2025Q4: 30,983 shares; 2026Q1: 1,331 shares 1,331 $423K 0.01% -29,652 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,116 shares; 2025Q4: 6,089 shares; 2026Q1: 6,089 shares 6,089 $422K 0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,487 shares; 2024Q4: 62,731 shares; 2025Q1: 59,630 shares; 2025Q2: 36,590 shares; 2025Q3: 40,699 shares; 2025Q4: 18,478 shares; 2026Q1: 10,498 shares 10,498 $421K 0.01% -7,980 Timeline EQT EQT CORP More: the full row for EQT 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: 4,902 shares; 2026Q1: 6,619 shares 6,619 $421K 0.01% +1,717 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 4,190 shares; 2025Q3: 6,482 shares; 2025Q4: 4,991 shares; 2026Q1: 5,586 shares 5,586 $421K 0.01% +595 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,869 shares; 2026Q1: 5,755 shares 5,755 $421K 0.01% +1,886 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,127 shares; 2026Q1: 10,575 shares 10,575 $420K 0.01% +448 Timeline EAPR 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: 13,716 shares; 2026Q1: 14,020 shares 14,020 $419K 0.01% +304 Timeline JHMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,874 shares 9,874 $418K 0.01% new Timeline OPXS OPTEX SYS HLDGS INC More: the full row for OPTEX SYS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,603 shares 31,603 $418K 0.01% new Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,361 shares 13,361 $417K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,289 shares; 2025Q1: 2,255 shares; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,871 shares; 2026Q1: 2,022 shares 2,022 $417K 0.01% +151 Timeline FXL 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: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 2,125 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589 $411K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 764 shares; 2025Q1: 508 shares; 2025Q2: 690 shares; 2025Q3: 755 shares; 2025Q4: 1,035 shares; 2026Q1: 968 shares 968 $411K 0.01% -67 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,558 shares; 2026Q1: 11,585 shares 11,585 $411K 0.01% +27 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $410K 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,288 shares; 2026Q1: 2,359 shares 2,359 $409K 0.01% +71 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 6,607 shares; 2025Q1: 7,852 shares; 2025Q2: 6,237 shares; 2025Q3: 6,245 shares; 2025Q4: 6,828 shares; 2026Q1: 6,665 shares 6,665 $409K 0.01% -163 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,178 shares; 2026Q1: 28,667 shares 28,667 $409K 0.01% +1,489 Timeline MUST 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: 15,745 shares; 2024Q4: 30,444 shares; 2025Q1: 18,084 shares; 2025Q2: 18,084 shares; 2025Q3: 20,497 shares; 2025Q4: 20,783 shares; 2026Q1: 19,844 shares 19,844 $407K 0.01% -939 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,359 shares; 2025Q4: 4,895 shares; 2026Q1: 4,906 shares 4,906 $406K 0.01% +11 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,785 shares; 2025Q1: 7,862 shares; 2025Q2: 8,377 shares; 2025Q3: 4,118 shares; 2025Q4: 5,759 shares; 2026Q1: 5,769 shares 5,769 $406K 0.01% +10 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 12,521 shares; 2025Q1: 12,718 shares; 2025Q2: 11,540 shares; 2025Q3: 13,283 shares; 2025Q4: 21,920 shares; 2026Q1: 22,396 shares 22,396 $404K 0.01% +476 Timeline EVUS 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: 7,599 shares; 2025Q4: 14,181 shares; 2026Q1: 12,664 shares 12,664 $403K 0.01% -1,517 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $403K 0.01% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,580 shares; 2024Q4: 24,622 shares; 2025Q1: 24,093 shares; 2025Q2: 23,090 shares; 2025Q3: 21,260 shares; 2025Q4: 17,721 shares; 2026Q1: 10,973 shares 10,973 $402K 0.01% -6,748 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,175 shares; 2025Q1: 15,962 shares; 2025Q2: 16,430 shares; 2025Q3: 15,590 shares; 2025Q4: 23,249 shares; 2026Q1: 23,575 shares 23,575 $401K 0.01% +326 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,872 shares; 2026Q1: 3,484 shares 3,484 $400K 0.01% +612 Timeline ZNOV 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: 15,071 shares 15,071 $400K 0.01% new Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM 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: 100,512 shares 100,512 $400K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,777 shares; 2025Q4: 2,248 shares; 2026Q1: 2,411 shares 2,411 $399K 0.01% +163 Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP 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: 44,426 shares 44,426 $399K 0.01% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,025 shares; 2025Q1: 8,516 shares; 2025Q2: 8,234 shares; 2025Q3: 7,687 shares; 2025Q4: 12,099 shares; 2026Q1: 13,653 shares 13,653 $398K 0.01% +1,554 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,399 shares; 2025Q4: 1,724 shares; 2026Q1: 1,490 shares 1,490 $398K 0.01% -234 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,477 shares; 2025Q2: 18,146 shares; 2025Q3: 14,234 shares; 2025Q4: 30,090 shares; 2026Q1: 28,172 shares 28,172 $397K 0.01% -1,918 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is 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: 11,092 shares 11,092 $397K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,319 shares 3,319 $397K 0.01% +119 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,274 shares; 2026Q1: 3,772 shares 3,772 $396K 0.01% +498 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 14,220 shares; 2025Q1: 14,220 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 14,520 shares; 2026Q1: 14,606 shares 14,606 $396K 0.01% +86 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 945 shares; 2025Q4: 1,220 shares; 2026Q1: 1,302 shares 1,302 $396K 0.01% +82 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,082 shares; 2024Q4: 20,082 shares; 2025Q1: 23,982 shares; 2025Q2: 30,276 shares; 2025Q3: 23,176 shares; 2025Q4: 23,177 shares; 2026Q1: 22,477 shares 22,477 $395K 0.01% -700 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,559 shares; 2025Q3: 4,659 shares; 2025Q4: 7,893 shares; 2026Q1: 7,478 shares 7,478 $395K 0.01% -415 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,258 shares; 2026Q1: 13,693 shares 13,693 $392K 0.01% -1,565 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,745 shares; 2026Q1: 4,621 shares 4,621 $392K 0.01% -124 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 2,365 shares; 2025Q1: 3,323 shares; 2025Q2: 2,448 shares; 2025Q3: 2,325 shares; 2025Q4: 3,498 shares; 2026Q1: 3,544 shares 3,544 $391K 0.01% +46 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,832 shares; 2025Q1: 8,789 shares; 2025Q2: 8,464 shares; 2025Q3: 8,667 shares; 2025Q4: 9,269 shares; 2026Q1: 9,302 shares 9,302 $391K 0.01% +33 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,908 shares; 2025Q4: 6,605 shares; 2026Q1: 6,732 shares 6,732 $390K 0.01% +127 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE 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: 2,170 shares; 2025Q3: not reported; 2025Q4: 4,985 shares; 2026Q1: 4,924 shares 4,924 $390K 0.01% -61 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,891 shares; 2025Q2: 5,575 shares; 2025Q3: 8,627 shares; 2025Q4: 9,563 shares; 2026Q1: 10,443 shares 10,443 $389K 0.01% +880 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 5,484 shares; 2025Q3: 6,267 shares; 2025Q4: 6,730 shares; 2026Q1: 5,867 shares 5,867 $389K 0.01% -863 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,994 shares; 2026Q1: 7,817 shares 7,817 $388K 0.01% +823 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,718 shares; 2026Q1: 3,513 shares 3,513 $386K 0.01% -205 Timeline DDFN 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: 23,000 shares; 2026Q1: 20,300 shares 20,300 $386K 0.01% -2,700 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,756 shares; 2025Q1: 6,761 shares; 2025Q2: 6,708 shares; 2025Q3: 8,163 shares; 2025Q4: 8,605 shares; 2026Q1: 7,340 shares 7,340 $386K 0.01% -1,265 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682 shares; 2025Q1: 658 shares; 2025Q2: 726 shares; 2025Q3: 709 shares; 2025Q4: 740 shares; 2026Q1: 715 shares 715 $385K 0.01% -25 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,198 shares; 2026Q1: 5,206 shares 5,206 $385K 0.01% +8 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,093 shares; 2026Q1: 5,125 shares 5,125 $385K 0.01% +1,032 Timeline SPIB 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: 7,666 shares; 2024Q4: 7,728 shares; 2025Q1: 8,137 shares; 2025Q2: 8,062 shares; 2025Q3: 8,156 shares; 2025Q4: 12,803 shares; 2026Q1: 11,471 shares 11,471 $385K 0.01% -1,332 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,990 shares; 2026Q1: 21,298 shares 21,298 $384K 0.01% -692 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 23,522 shares; 2025Q1: 23,638 shares; 2025Q2: 21,329 shares; 2025Q3: 21,206 shares; 2025Q4: 23,076 shares; 2026Q1: 24,511 shares 24,511 $384K 0.01% +1,435 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,755 shares; 2026Q1: 31,792 shares 31,792 $383K 0.01% +37 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,383 shares; 2025Q4: 36,579 shares; 2026Q1: 36,763 shares 36,763 $383K 0.01% +184 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 10,237 shares; 2026Q1: 7,356 shares 7,356 $382K 0.01% -2,881 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,645 shares; 2024Q4: 11,990 shares; 2025Q1: 11,409 shares; 2025Q2: 10,632 shares; 2025Q3: 10,200 shares; 2025Q4: 9,623 shares; 2026Q1: 9,012 shares 9,012 $379K 0.01% -611 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,462 shares; 2024Q4: 106,862 shares; 2025Q1: 157,212 shares; 2025Q2: 37,212 shares; 2025Q3: 37,212 shares; 2025Q4: 43,795 shares; 2026Q1: 43,795 shares 43,795 $379K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 1,319 shares; 2025Q3: 1,353 shares; 2025Q4: 1,532 shares; 2026Q1: 1,347 shares 1,347 $379K 0.01% -185 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,163 shares; 2025Q1: 10,138 shares; 2025Q2: 10,916 shares; 2025Q3: 12,448 shares; 2025Q4: 13,092 shares; 2026Q1: 16,554 shares 16,554 $376K 0.01% +3,462 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,985 shares; 2024Q4: 17,013 shares; 2025Q1: 15,585 shares; 2025Q2: 15,606 shares; 2025Q3: 14,028 shares; 2025Q4: 12,147 shares; 2026Q1: 16,386 shares 16,386 $375K 0.01% +4,239 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,391 shares; 2025Q3: 3,452 shares; 2025Q4: 5,510 shares; 2026Q1: 4,939 shares 4,939 $375K 0.01% -571 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,400 shares; 2025Q1: 13,041 shares; 2025Q2: 12,689 shares; 2025Q3: 12,259 shares; 2025Q4: 12,304 shares; 2026Q1: 11,911 shares 11,911 $375K 0.01% -393 Timeline FIIG 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: 16,050 shares; 2026Q1: 17,888 shares 17,888 $371K 0.01% +1,838 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,150 shares; 2026Q1: 5,945 shares 5,945 $370K 0.01% +1,795 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,576 shares; 2025Q2: 4,432 shares; 2025Q3: 4,630 shares; 2025Q4: 2,803 shares; 2026Q1: 1,952 shares 1,952 $370K 0.01% -851 Timeline NJUL 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: 10,936 shares; 2024Q4: 10,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,183 shares; 2026Q1: 5,183 shares 5,183 $370K 0.01% 0 Timeline SDFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,385 shares 10,385 $370K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,998 shares; 2025Q1: 2,261 shares; 2025Q2: 2,051 shares; 2025Q3: 1,808 shares; 2025Q4: 4,708 shares; 2026Q1: 3,569 shares 3,569 $370K 0.01% -1,139 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,133 shares; 2025Q2: 3,390 shares; 2025Q3: 3,784 shares; 2025Q4: not reported; 2026Q1: 3,691 shares 3,691 $369K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,467 shares; 2025Q1: 4,729 shares; 2025Q2: 5,533 shares; 2025Q3: 5,685 shares; 2025Q4: 7,090 shares; 2026Q1: 2,374 shares 2,374 $369K 0.01% -4,716 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,238 shares; 2024Q4: 33,717 shares; 2025Q1: 33,718 shares; 2025Q2: 31,334 shares; 2025Q3: 4,874 shares; 2025Q4: 8,283 shares; 2026Q1: 7,823 shares 7,823 $369K 0.01% -460 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,726 shares; 2026Q1: 12,498 shares 12,498 $369K 0.01% +4,772 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,763 shares; 2025Q1: 2,300 shares; 2025Q2: 3,743 shares; 2025Q3: 3,821 shares; 2025Q4: 3,667 shares; 2026Q1: 2,143 shares 2,143 $367K 0.01% -1,524 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 2,827 shares; 2025Q1: 2,921 shares; 2025Q2: 3,812 shares; 2025Q3: 3,708 shares; 2025Q4: 4,097 shares; 2026Q1: 4,108 shares 4,108 $363K 0.01% +11 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 495 shares; 2025Q4: 669 shares; 2026Q1: 739 shares 739 $363K 0.01% +70 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 3,676 shares 3,676 $362K 0.01% +454 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,488 shares 4,488 $362K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,043 shares; 2025Q3: 5,680 shares; 2025Q4: 7,754 shares; 2026Q1: 8,346 shares 8,346 $360K 0.01% +592 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,772 shares; 2025Q1: 4,800 shares; 2025Q2: 5,130 shares; 2025Q3: not reported; 2025Q4: 8,165 shares; 2026Q1: 7,401 shares 7,401 $359K 0.01% -764 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,166 shares 7,166 $357K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,333 shares; 2025Q1: 18,598 shares; 2025Q2: 14,468 shares; 2025Q3: 9,739 shares; 2025Q4: 14,652 shares; 2026Q1: 26,791 shares 26,791 $356K 0.01% +12,139 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares; 2026Q1: 1,643 shares 1,643 $356K 0.01% +65 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,099 shares; 2025Q1: 9,262 shares; 2025Q2: not reported; 2025Q3: 12,298 shares; 2025Q4: 7,062 shares; 2026Q1: 6,999 shares 6,999 $356K 0.01% -63 Timeline EWU 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: 7,790 shares 7,790 $355K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,723 shares; 2025Q1: 1,775 shares; 2025Q2: 3,007 shares; 2025Q3: 3,439 shares; 2025Q4: 3,472 shares; 2026Q1: 3,252 shares 3,252 $355K 0.01% -220 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,708 shares; 2025Q4: 7,825 shares; 2026Q1: 7,826 shares 7,826 $355K 0.01% +1 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 806 shares; 2025Q4: 850 shares; 2026Q1: 870 shares 870 $354K 0.01% +20 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,162 shares; 2026Q1: 40,565 shares 40,565 $354K 0.01% +8,403 Timeline GGG GRACO INC More: the full row for GRACO 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: 5,490 shares; 2025Q3: 5,568 shares; 2025Q4: 4,700 shares; 2026Q1: 4,142 shares 4,142 $351K 0.01% -558 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares; 2026Q1: 741 shares 741 $351K 0.01% -81 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 1,124 shares; 2025Q3: 1,129 shares; 2025Q4: 1,723 shares; 2026Q1: 1,696 shares 1,696 $351K 0.01% -27 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,769 shares; 2025Q4: 12,975 shares; 2026Q1: 17,684 shares 17,684 $350K 0.01% +4,709 Timeline IBDR 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: 11,659 shares; 2024Q4: 11,659 shares; 2025Q1: 11,659 shares; 2025Q2: 11,659 shares; 2025Q3: 11,659 shares; 2025Q4: 14,724 shares; 2026Q1: 14,429 shares 14,429 $350K 0.01% -295 Timeline RLI RLI CORP More: the full row for RLI 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: 4,829 shares; 2025Q3: 4,792 shares; 2025Q4: 6,212 shares; 2026Q1: 6,114 shares 6,114 $349K 0.01% -98 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,307 shares; 2026Q1: 3,013 shares 3,013 $348K 0.01% -294 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: 2,641 shares; 2026Q1: 2,736 shares 2,736 $347K 0.01% +95 Timeline FIDU 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: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 4,103 shares; 2026Q1: 4,003 shares 4,003 $346K 0.01% -100 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,175 shares; 2026Q1: 12,412 shares 12,412 $346K 0.01% +237 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 4,635 shares; 2026Q1: 5,184 shares 5,184 $344K 0.01% +549 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,187 shares 18,187 $344K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,057 shares; 2025Q4: 21,817 shares; 2026Q1: 25,423 shares 25,423 $343K 0.01% +3,606 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,594 shares; 2025Q3: 38,425 shares; 2025Q4: 18,406 shares; 2026Q1: 16,228 shares 16,228 $343K 0.01% -2,178 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,920 shares; 2025Q1: 5,823 shares; 2025Q2: 3,075 shares; 2025Q3: 3,189 shares; 2025Q4: 3,384 shares; 2026Q1: 2,463 shares 2,463 $343K 0.01% -921 Timeline FSIG 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: 22,314 shares; 2025Q1: 21,796 shares; 2025Q2: 13,523 shares; 2025Q3: not reported; 2025Q4: 17,522 shares; 2026Q1: 18,089 shares 18,089 $343K 0.01% +567 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,609 shares 13,609 $342K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,323 shares; 2025Q4: 2,690 shares; 2026Q1: 2,525 shares 2,525 $342K 0.01% -165 Timeline GCOR 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: 8,264 shares 8,264 $341K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,654 shares; 2025Q1: 3,558 shares; 2025Q2: 2,196 shares; 2025Q3: not reported; 2025Q4: 3,564 shares; 2026Q1: 3,781 shares 3,781 $341K 0.01% +217 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 3,610 shares; 2025Q3: 2,462 shares; 2025Q4: 3,141 shares; 2026Q1: 2,885 shares 2,885 $341K 0.01% -256 Timeline FLHY 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: 15,432 shares; 2026Q1: 14,108 shares 14,108 $341K 0.01% -1,324 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,719 shares; 2026Q1: 1,685 shares 1,685 $340K 0.01% -34 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,041 shares; 2025Q4: 22,788 shares; 2026Q1: 16,162 shares 16,162 $340K 0.01% -6,626 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 15,993 shares; 2025Q1: 27,328 shares; 2025Q2: 14,361 shares; 2025Q3: 15,322 shares; 2025Q4: 19,365 shares; 2026Q1: 16,371 shares 16,371 $340K 0.01% -2,994 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,791 shares; 2025Q1: 6,653 shares; 2025Q2: 6,316 shares; 2025Q3: 6,055 shares; 2025Q4: 4,255 shares; 2026Q1: 3,756 shares 3,756 $340K 0.01% -499 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,279 shares 1,279 $340K 0.01% +32 Timeline AVSF 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: 7,574 shares; 2026Q1: 7,221 shares 7,221 $338K 0.01% -353 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 17,898 shares 17,898 $336K 0.01% new Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 8,545 shares 8,545 $336K 0.01% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,145 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,274 shares; 2026Q1: 3,964 shares 3,964 $335K 0.01% -310 Timeline WBIY 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: 9,832 shares 9,832 $334K 0.01% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,029 shares; 2025Q2: 10,642 shares; 2025Q3: 10,250 shares; 2025Q4: 10,122 shares; 2026Q1: 10,015 shares 10,015 $334K 0.01% -107 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,317 shares; 2025Q1: 4,271 shares; 2025Q2: 4,334 shares; 2025Q3: 4,329 shares; 2025Q4: 5,444 shares; 2026Q1: 5,324 shares 5,324 $333K 0.01% -120 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,017 shares; 2025Q3: 15,279 shares; 2025Q4: 14,248 shares; 2026Q1: 13,494 shares 13,494 $332K 0.01% -754 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares 2,763 $332K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: 1,020 shares; 2025Q3: 1,169 shares; 2025Q4: 1,463 shares; 2026Q1: 1,429 shares 1,429 $331K 0.01% -34 Timeline IWC 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: 1,783 shares; 2024Q4: 1,980 shares; 2025Q1: 1,950 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,075 shares 2,075 $331K 0.01% +25 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,575 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,585 shares; 2025Q4: 3,740 shares; 2026Q1: 3,460 shares 3,460 $330K 0.01% -280 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,570 shares; 2025Q4: 21,081 shares; 2026Q1: 17,706 shares 17,706 $330K 0.01% -3,375 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,566 shares 13,566 $330K 0.01% new Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 13,702 shares; 2025Q1: 13,702 shares; 2025Q2: 13,702 shares; 2025Q3: 13,702 shares; 2025Q4: 12,636 shares; 2026Q1: 10,306 shares 10,306 $328K 0.01% -2,330 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 3,471 shares 3,471 $327K 0.01% +1,439 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 1,441 shares; 2025Q3: 1,429 shares; 2025Q4: 1,667 shares; 2026Q1: 1,619 shares 1,619 $326K 0.01% -48 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,992 shares; 2026Q1: 8,042 shares 8,042 $325K 0.01% +3,050 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 43,521 shares; 2025Q4: 33,541 shares; 2026Q1: 33,281 shares 33,281 $325K 0.01% -260 Timeline FJUN 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: 6,067 shares; 2026Q1: 5,750 shares 5,750 $325K 0.01% -317 Timeline KAI KADANT INC More: the full row for KADANT 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: 1,484 shares; 2025Q3: 1,504 shares; 2025Q4: 1,216 shares; 2026Q1: 1,109 shares 1,109 $324K 0.01% -107 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,410 shares; 2026Q1: 43,410 shares 43,410 $324K 0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,689 shares; 2025Q4: 13,147 shares; 2026Q1: 13,156 shares 13,156 $323K 0.01% +9 Timeline IYLD 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: 18,370 shares; 2024Q4: 19,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,209 shares; 2026Q1: 14,835 shares 14,835 $322K 0.01% -3,374 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,014 shares; 2026Q1: 4,978 shares 4,978 $322K 0.01% -5,036 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,098 shares; 2026Q1: 9,990 shares 9,990 $320K 0.01% -108 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,119 shares; 2025Q3: 1,703 shares; 2025Q4: 2,048 shares; 2026Q1: 1,969 shares 1,969 $320K 0.01% -79 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,065 shares; 2024Q4: 78,553 shares; 2025Q1: 69,140 shares; 2025Q2: 33,115 shares; 2025Q3: 12,580 shares; 2025Q4: 8,424 shares; 2026Q1: 7,119 shares 7,119 $319K 0.01% -1,305 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,119 shares; 2026Q1: 8,830 shares 8,830 $319K 0.01% -1,289 Timeline BNOV 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: 7,414 shares; 2026Q1: 7,414 shares 7,414 $319K 0.01% 0 Timeline HYLS 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: 11,479 shares; 2025Q1: 12,023 shares; 2025Q2: 13,381 shares; 2025Q3: 7,308 shares; 2025Q4: 7,586 shares; 2026Q1: 7,838 shares 7,838 $318K 0.01% +252 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,243 shares 8,243 $318K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,626 shares; 2025Q3: 20,849 shares; 2025Q4: 26,863 shares; 2026Q1: 28,182 shares 28,182 $318K 0.01% +1,319 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares; 2025Q4: 8,368 shares; 2026Q1: 8,136 shares 8,136 $318K 0.01% -232 Timeline FLSP 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: 8,738 shares; 2025Q2: 11,380 shares; 2025Q3: 13,100 shares; 2025Q4: not reported; 2026Q1: 11,660 shares 11,660 $317K 0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,710 shares 1,710 $317K 0.01% +5 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT 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: 40,137 shares 40,137 $316K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,559 shares; 2025Q3: 4,526 shares; 2025Q4: 4,522 shares; 2026Q1: 4,403 shares 4,403 $316K 0.01% -119 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,957 shares; 2025Q4: 5,277 shares; 2026Q1: 4,671 shares 4,671 $316K 0.01% -606 Timeline POOL POOL CORP More: the full row for POOL 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: 655 shares; 2025Q4: not reported; 2026Q1: 1,560 shares 1,560 $316K 0.01% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,821 shares; 2025Q1: 3,821 shares; 2025Q2: 3,936 shares; 2025Q3: 3,821 shares; 2025Q4: 3,709 shares; 2026Q1: 3,709 shares 3,709 $316K 0.01% 0 Timeline QTJL 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: 7,864 shares; 2026Q1: 8,204 shares 8,204 $316K 0.01% +340 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 7,268 shares; 2025Q3: 7,329 shares; 2025Q4: 6,289 shares; 2026Q1: 5,527 shares 5,527 $315K 0.01% -762 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: not reported; 2026Q1: 1,359 shares 1,359 $314K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,279 shares; 2025Q4: 1,460 shares; 2026Q1: 1,478 shares 1,478 $314K 0.01% +18 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,604 shares; 2026Q1: 5,819 shares 5,819 $313K 0.01% +1,215 Timeline GUNR 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: 5,557 shares; 2024Q4: 5,694 shares; 2025Q1: 5,790 shares; 2025Q2: 5,699 shares; 2025Q3: 5,676 shares; 2025Q4: 5,902 shares; 2026Q1: 5,660 shares 5,660 $312K 0.01% -242 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,510 shares; 2026Q1: 6,507 shares 6,507 $312K 0.01% -3 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $311K 0.01% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 4,686 shares; 2025Q1: 4,488 shares; 2025Q2: 4,492 shares; 2025Q3: 3,992 shares; 2025Q4: 3,892 shares; 2026Q1: 3,892 shares 3,892 $311K 0.01% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,256 shares; 2026Q1: 8,562 shares 8,562 $310K 0.01% +2,306 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 10,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,925 shares 2,925 $309K <0.01% -75 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 4,962 shares 4,962 $307K <0.01% +598 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,061 shares 3,061 $307K <0.01% new Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,009 shares 6,009 $306K <0.01% new Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,573 shares; 2025Q3: 22,573 shares; 2025Q4: 22,573 shares; 2026Q1: 22,573 shares 22,573 $306K <0.01% 0 Timeline SPYH 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: not reported; 2026Q1: 5,802 shares 5,802 $305K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,844 shares; 2025Q4: 2,533 shares; 2026Q1: 2,266 shares 2,266 $305K <0.01% -267 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 4,471 shares 4,471 $305K <0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,016 shares; 2026Q1: 10,000 shares 10,000 $304K <0.01% -16 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 1,684 shares 1,684 $303K <0.01% -32 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,786 shares 12,786 $302K <0.01% new Timeline EALT 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: 8,966 shares 8,966 $301K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS 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: 1,388 shares; 2026Q1: 1,387 shares 1,387 $301K <0.01% -1 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,637 shares; 2026Q1: 9,745 shares 9,745 $300K <0.01% +108 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,794 shares; 2025Q4: 156,167 shares; 2026Q1: 21,753 shares 21,753 $300K <0.01% -134,414 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS 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: 23,191 shares 23,191 $299K <0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,135 shares; 2025Q1: 5,134 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,124 shares; 2026Q1: 5,016 shares 5,016 $299K <0.01% -108 Timeline AJUL 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: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 10,441 shares; 2025Q3: 10,299 shares; 2025Q4: 10,299 shares; 2026Q1: 10,299 shares 10,299 $299K <0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $298K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,420 shares; 2025Q3: 6,270 shares; 2025Q4: 5,859 shares; 2026Q1: 6,073 shares 6,073 $298K <0.01% +214 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,786 shares; 2025Q4: 19,796 shares; 2026Q1: 20,722 shares 20,722 $297K <0.01% +926 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,026 shares; 2025Q1: 5,234 shares; 2025Q2: 4,894 shares; 2025Q3: 5,647 shares; 2025Q4: 7,079 shares; 2026Q1: 6,486 shares 6,486 $297K <0.01% -593 Timeline JTEK 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: 3,650 shares; 2024Q4: 3,600 shares; 2025Q1: 6,200 shares; 2025Q2: 5,720 shares; 2025Q3: 7,520 shares; 2025Q4: 7,845 shares; 2026Q1: 3,725 shares 3,725 $296K <0.01% -4,120 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $296K <0.01% new Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,586 shares; 2026Q1: 4,586 shares 4,586 $296K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 4,292 shares; 2025Q3: 4,410 shares; 2025Q4: 5,252 shares; 2026Q1: 4,981 shares 4,981 $296K <0.01% -271 Timeline TPHD 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: 7,143 shares 7,143 $295K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,519 shares; 2025Q4: 3,391 shares; 2026Q1: 7,321 shares 7,321 $295K <0.01% +3,930 Timeline ZDEK 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: 11,511 shares; 2025Q1: 11,511 shares; 2025Q2: 11,511 shares; 2025Q3: 11,511 shares; 2025Q4: 11,511 shares; 2026Q1: 11,511 shares 11,511 $295K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,865 shares; 2026Q1: 6,942 shares 6,942 $293K <0.01% +77 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,878 shares; 2026Q1: 1,628 shares 1,628 $293K <0.01% -250 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is 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: 11,616 shares 11,616 $293K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: 2,370 shares; 2025Q4: 2,403 shares; 2026Q1: 2,422 shares 2,422 $292K <0.01% +19 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES 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: 3,963 shares; 2025Q3: 4,030 shares; 2025Q4: 2,996 shares; 2026Q1: 3,171 shares 3,171 $292K <0.01% +175 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,343 shares; 2025Q1: 1,710 shares; 2025Q2: 1,324 shares; 2025Q3: 1,166 shares; 2025Q4: 1,081 shares; 2026Q1: 813 shares 813 $292K <0.01% -268 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,377 shares; 2026Q1: 3,688 shares 3,688 $289K <0.01% +311 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,812 shares; 2025Q3: 3,872 shares; 2025Q4: 3,668 shares; 2026Q1: 3,404 shares 3,404 $289K <0.01% -264 Timeline TILT 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: 1,194 shares; 2026Q1: 1,194 shares 1,194 $288K <0.01% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,431 shares; 2025Q1: 5,585 shares; 2025Q2: 5,514 shares; 2025Q3: 5,584 shares; 2025Q4: 5,289 shares; 2026Q1: 4,311 shares 4,311 $288K <0.01% -978 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,964 shares 12,964 $287K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 4,499 shares; 2026Q1: 3,463 shares 3,463 $287K <0.01% -1,036 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 9,926 shares; 2026Q1: 11,184 shares 11,184 $287K <0.01% +1,258 Timeline FUMB 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: 14,014 shares; 2025Q1: 13,946 shares; 2025Q2: 14,375 shares; 2025Q3: 16,125 shares; 2025Q4: 14,147 shares; 2026Q1: 14,294 shares 14,294 $287K <0.01% +147 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,385 shares; 2025Q4: 5,668 shares; 2026Q1: 6,212 shares 6,212 $287K <0.01% +544 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,576 shares 4,576 $286K <0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares; 2026Q1: 5,400 shares 5,400 $285K <0.01% -299 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is 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: 55,778 shares 55,778 $284K <0.01% new Timeline VIXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,275 shares; 2025Q4: not reported; 2026Q1: 8,275 shares 8,275 $284K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 3,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,731 shares; 2026Q1: 5,021 shares 5,021 $284K <0.01% +290 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,275 shares; 2025Q3: 3,899 shares; 2025Q4: 4,609 shares; 2026Q1: 3,010 shares 3,010 $283K <0.01% -1,599 Timeline GGUS 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: 4,875 shares 4,875 $283K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 3,268 shares; 2025Q3: not reported; 2025Q4: 2,788 shares; 2026Q1: 2,975 shares 2,975 $282K <0.01% +187 Timeline MKSI MKS INC. More: the full row for MKS 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: 1,618 shares; 2025Q4: 1,319 shares; 2026Q1: 1,226 shares 1,226 $282K <0.01% -93 Timeline HYGV 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: 5,969 shares; 2026Q1: 7,015 shares 7,015 $281K <0.01% +1,046 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,989 shares; 2026Q1: 3,034 shares 3,034 $280K <0.01% +45 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,910 shares; 2026Q1: 1,979 shares 1,979 $279K <0.01% +69 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,385 shares; 2025Q3: 8,885 shares; 2025Q4: 9,188 shares; 2026Q1: 9,506 shares 9,506 $279K <0.01% +318 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,802 shares; 2026Q1: 7,922 shares 7,922 $279K <0.01% +2,120 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,558 shares; 2025Q1: 4,005 shares; 2025Q2: 3,018 shares; 2025Q3: 3,439 shares; 2025Q4: 4,758 shares; 2026Q1: 2,650 shares 2,650 $279K <0.01% -2,108 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,409 shares; 2026Q1: 1,936 shares 1,936 $276K <0.01% +527 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $275K <0.01% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST 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: 2,608 shares; 2025Q3: 3,428 shares; 2025Q4: 2,854 shares; 2026Q1: 2,526 shares 2,526 $274K <0.01% -328 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 15,501 shares; 2026Q1: 5,707 shares 5,707 $274K <0.01% -9,794 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,943 shares 11,943 $272K <0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 144 shares 144 $271K <0.01% -29 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,655 shares; 2026Q1: 3,924 shares 3,924 $271K <0.01% -731 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY 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: 55,067 shares 55,067 $270K <0.01% new Timeline FXI 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: 7,752 shares; 2025Q1: 7,428 shares; 2025Q2: 7,432 shares; 2025Q3: 7,432 shares; 2025Q4: 7,461 shares; 2026Q1: 7,461 shares 7,461 $268K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares; 2026Q1: 9,743 shares 9,743 $268K <0.01% -456 Timeline IHF 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: 6,650 shares; 2026Q1: 6,400 shares 6,400 $268K <0.01% -250 Timeline UIVM 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: 9,756 shares; 2025Q3: 4,877 shares; 2025Q4: 3,540 shares; 2026Q1: 3,910 shares 3,910 $267K <0.01% +370 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 2,176 shares; 2025Q3: 2,740 shares; 2025Q4: 4,117 shares; 2026Q1: 4,402 shares 4,402 $267K <0.01% +285 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 14,169 shares; 2025Q1: 26,968 shares; 2025Q2: 14,000 shares; 2025Q3: not reported; 2025Q4: 13,636 shares; 2026Q1: 13,509 shares 13,509 $267K <0.01% -127 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 2,619 shares 2,619 $267K <0.01% -1,581 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,994 shares 11,994 $267K <0.01% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,010 shares 4,010 $266K <0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,528 shares; 2026Q1: 32,360 shares 32,360 $266K <0.01% -2,168 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,727 shares; 2026Q1: 1,809 shares 1,809 $266K <0.01% +82 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,981 shares; 2025Q3: 1,923 shares; 2025Q4: 2,064 shares; 2026Q1: 2,174 shares 2,174 $265K <0.01% +110 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR 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: 26,901 shares; 2026Q1: 24,313 shares 24,313 $265K <0.01% -2,588 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,145 shares; 2025Q1: 5,978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,315 shares; 2026Q1: 6,594 shares 6,594 $265K <0.01% -721 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,233 shares; 2026Q1: 8,233 shares 8,233 $265K <0.01% 0 Timeline FDEC 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: 5,694 shares; 2026Q1: 5,313 shares 5,313 $264K <0.01% -381 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: 1,948 shares 1,948 $264K <0.01% +776 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,414 shares 6,414 $263K <0.01% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 6,568 shares 6,568 $262K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 227 shares 227 $262K <0.01% -6 TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 1,165 shares; 2025Q4: 1,363 shares; 2026Q1: 1,323 shares 1,323 $261K <0.01% -40 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 691 shares; 2025Q1: 700 shares; 2025Q2: 707 shares; 2025Q3: 695 shares; 2025Q4: 1,028 shares; 2026Q1: 763 shares 763 $261K <0.01% -265 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,194 shares 2,194 $260K <0.01% -31 Timeline CDIG 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: not reported; 2026Q1: 10,486 shares 10,486 $260K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,694 shares; 2025Q4: 28,310 shares; 2026Q1: 22,614 shares 22,614 $260K <0.01% -5,696 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 27,269 shares 27,269 $260K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 950 shares; 2025Q4: 959 shares; 2026Q1: 1,060 shares 1,060 $259K <0.01% +101 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is 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: 8,485 shares 8,485 $259K <0.01% new Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,151 shares 7,151 $259K <0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,701 shares 8,701 $259K <0.01% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 2,931 shares; 2025Q4: 2,302 shares; 2026Q1: 2,099 shares 2,099 $258K <0.01% -203 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,149 shares 2,149 $258K <0.01% new Timeline MLRG 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: 2,866 shares; 2026Q1: 2,866 shares 2,866 $258K <0.01% 0 Timeline KBWB 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: 2,743 shares; 2026Q1: 3,249 shares 3,249 $257K <0.01% +506 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,012 shares; 2026Q1: 6,038 shares 6,038 $257K <0.01% +26 Timeline BWX 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: 11,969 shares; 2026Q1: 11,691 shares 11,691 $257K <0.01% -278 Timeline FTGS 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: 7,385 shares; 2026Q1: 7,530 shares 7,530 $256K <0.01% +145 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 13,091 shares; 2026Q1: 13,096 shares 13,096 $256K <0.01% +5 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,834 shares; 2025Q4: not reported; 2026Q1: 5,144 shares 5,144 $256K <0.01% new Timeline GSID 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: 3,655 shares 3,655 $255K <0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,355 shares; 2025Q1: 3,565 shares; 2025Q2: 3,285 shares; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 3,147 shares 3,147 $255K <0.01% -368 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares; 2026Q1: 2,697 shares 2,697 $255K <0.01% -31 Timeline KOCT 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: 7,376 shares; 2026Q1: 7,484 shares 7,484 $254K <0.01% +108 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,847 shares; 2025Q1: 1,850 shares; 2025Q2: 2,025 shares; 2025Q3: 2,017 shares; 2025Q4: 2,215 shares; 2026Q1: 2,098 shares 2,098 $254K <0.01% -117 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,695 shares; 2025Q4: 7,215 shares; 2026Q1: 5,445 shares 5,445 $254K <0.01% -1,770 Timeline QTJA 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: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 8,130 shares; 2026Q1: 8,910 shares 8,910 $253K <0.01% +780 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,450 shares; 2024Q4: 52,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,270 shares; 2026Q1: 23,351 shares 23,351 $253K <0.01% +81 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,032 shares 8,032 $253K <0.01% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,236 shares; 2024Q4: 12,239 shares; 2025Q1: 8,720 shares; 2025Q2: 8,720 shares; 2025Q3: 8,720 shares; 2025Q4: 9,036 shares; 2026Q1: 8,310 shares 8,310 $252K <0.01% -726 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,820 shares; 2025Q3: 1,780 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $251K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 897 shares 897 $251K <0.01% -96 Timeline BYLD 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: 88,930 shares; 2024Q4: 96,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,027 shares; 2026Q1: 11,144 shares 11,144 $251K <0.01% +117 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 5,994 shares; 2025Q3: 5,921 shares; 2025Q4: 3,900 shares; 2026Q1: 4,588 shares 4,588 $251K <0.01% +688 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,915 shares; 2025Q1: 25,650 shares; 2025Q2: 31,975 shares; 2025Q3: 34,325 shares; 2025Q4: 36,975 shares; 2026Q1: 36,975 shares 36,975 $250K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,457 shares; 2025Q1: 8,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares; 2026Q1: 1,951 shares 1,951 $249K <0.01% -34 Timeline STXD 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: 132,936 shares; 2024Q4: 133,250 shares; 2025Q1: 79,381 shares; 2025Q2: 16,231 shares; 2025Q3: 7,131 shares; 2025Q4: 7,132 shares; 2026Q1: 7,000 shares 7,000 $248K <0.01% -132 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: not reported; 2025Q1: 3,214 shares; 2025Q2: 3,312 shares; 2025Q3: 2,232 shares; 2025Q4: 2,240 shares; 2026Q1: 2,343 shares 2,343 $248K <0.01% +103 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,587 shares; 2025Q3: 1,272 shares; 2025Q4: 1,373 shares; 2026Q1: 987 shares 987 $247K <0.01% -386 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,048 shares 2,048 $247K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,415 shares; 2024Q4: 22,197 shares; 2025Q1: 25,394 shares; 2025Q2: 26,394 shares; 2025Q3: 28,275 shares; 2025Q4: 34,249 shares; 2026Q1: 49,055 shares 49,055 $247K <0.01% +14,806 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: 6,644 shares; 2025Q4: 6,294 shares; 2026Q1: 6,122 shares 6,122 $247K <0.01% -172 Timeline OCTJ 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: 10,420 shares; 2026Q1: 10,420 shares 10,420 $247K <0.01% 0 Timeline SIXP 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: 7,840 shares 7,840 $245K <0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,005 shares; 2025Q1: 3,581 shares; 2025Q2: 4,975 shares; 2025Q3: 4,085 shares; 2025Q4: 3,322 shares; 2026Q1: 3,139 shares 3,139 $245K <0.01% -183 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 734 shares 734 $245K <0.01% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,034 shares; 2024Q4: 62,710 shares; 2025Q1: 31,525 shares; 2025Q2: 15,744 shares; 2025Q3: 11,596 shares; 2025Q4: 12,158 shares; 2026Q1: 10,537 shares 10,537 $245K <0.01% -1,621 Timeline FJAN 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: 5,131 shares; 2026Q1: 4,850 shares 4,850 $244K <0.01% -281 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,947 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,825 shares 5,825 $244K <0.01% -75 Timeline IBHG 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: 10,930 shares; 2026Q1: 11,007 shares 11,007 $244K <0.01% +77 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 1,885 shares; 2026Q1: 2,165 shares 2,165 $243K <0.01% +280 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $243K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,300 shares; 2025Q4: 1,213 shares; 2026Q1: 1,732 shares 1,732 $243K <0.01% +519 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares 2,235 $243K <0.01% new Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,150 shares 10,150 $242K <0.01% new Timeline BOXA 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: not reported; 2026Q1: 2,300 shares 2,300 $242K <0.01% new Timeline PEY 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: 11,780 shares; 2026Q1: 11,296 shares 11,296 $242K <0.01% -484 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,604 shares; 2025Q1: 5,724 shares; 2025Q2: 5,749 shares; 2025Q3: 5,519 shares; 2025Q4: 5,539 shares; 2026Q1: 5,539 shares 5,539 $242K <0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 6,078 shares; 2025Q1: not reported; 2025Q2: 7,369 shares; 2025Q3: 7,481 shares; 2025Q4: 7,251 shares; 2026Q1: 6,619 shares 6,619 $241K <0.01% -632 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,960 shares; 2025Q1: 1,955 shares; 2025Q2: 1,698 shares; 2025Q3: 1,911 shares; 2025Q4: 1,919 shares; 2026Q1: 1,911 shares 1,911 $241K <0.01% -8 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,063 shares 4,063 $240K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO 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: 589 shares; 2025Q3: 521 shares; 2025Q4: 608 shares; 2026Q1: 660 shares 660 $240K <0.01% +52 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,421 shares 10,421 $240K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,336 shares 1,336 $240K <0.01% new Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $239K <0.01% 0 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 34,011 shares 34,011 $239K <0.01% new Timeline IROC 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: 4,743 shares; 2025Q1: 4,743 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 4,743 shares; 2026Q1: 4,743 shares 4,743 $239K <0.01% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,943 shares 10,943 $239K <0.01% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,999 shares 5,999 $238K <0.01% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,390 shares 11,390 $238K <0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,817 shares 6,817 $238K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,559 shares; 2026Q1: 13,978 shares 13,978 $237K <0.01% +419 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 7,874 shares 7,874 $237K <0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 1,083 shares 1,083 $237K <0.01% +95 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,616 shares; 2026Q1: 9,330 shares 9,330 $237K <0.01% -286 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,924 shares; 2025Q1: 1,858 shares; 2025Q2: 1,722 shares; 2025Q3: 1,585 shares; 2025Q4: 1,525 shares; 2026Q1: 1,526 shares 1,526 $237K <0.01% +1 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,062 shares; 2025Q1: 1,827 shares; 2025Q2: 1,169 shares; 2025Q3: 1,161 shares; 2025Q4: 916 shares; 2026Q1: 723 shares 723 $236K <0.01% -193 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,827 shares; 2025Q3: 12,941 shares; 2025Q4: 15,579 shares; 2026Q1: 16,370 shares 16,370 $235K <0.01% +791 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,385 shares; 2025Q4: 13,423 shares; 2026Q1: 2,633 shares 2,633 $235K <0.01% -10,790 Timeline QTAP 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: 5,546 shares; 2025Q1: 5,546 shares; 2025Q2: 6,996 shares; 2025Q3: 6,996 shares; 2025Q4: 5,296 shares; 2026Q1: 5,168 shares 5,168 $234K <0.01% -128 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,439 shares; 2024Q4: 42,431 shares; 2025Q1: 43,966 shares; 2025Q2: 45,110 shares; 2025Q3: 60,933 shares; 2025Q4: 67,242 shares; 2026Q1: 68,248 shares 68,248 $234K <0.01% +1,006 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,132 shares 1,132 $234K <0.01% -10 Timeline STXK 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: 15,885 shares; 2024Q4: 18,615 shares; 2025Q1: 13,750 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $234K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,406 shares; 2026Q1: 18,059 shares 18,059 $234K <0.01% +653 Timeline FSEP 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: 4,906 shares; 2026Q1: 4,634 shares 4,634 $233K <0.01% -272 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 18,757 shares; 2025Q1: 18,557 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares; 2025Q4: 10,987 shares; 2026Q1: 3,716 shares 3,716 $233K <0.01% -7,271 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,478 shares; 2026Q1: 1,982 shares 1,982 $232K <0.01% -1,496 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 43,637 shares; 2026Q1: 28,034 shares 28,034 $232K <0.01% -15,603 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 1,780 shares 1,780 $231K <0.01% -1,057 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 12,692 shares; 2025Q1: 23,454 shares; 2025Q2: 14,340 shares; 2025Q3: 13,689 shares; 2025Q4: 16,521 shares; 2026Q1: 10,628 shares 10,628 $230K <0.01% -5,893 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,538 shares; 2026Q1: 3,825 shares 3,825 $230K <0.01% +287 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,036 shares; 2025Q1: 11,521 shares; 2025Q2: 11,380 shares; 2025Q3: 12,422 shares; 2025Q4: 12,061 shares; 2026Q1: 13,052 shares 13,052 $229K <0.01% +991 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares 799 $229K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,540 shares 2,540 $229K <0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: 896 shares 896 $229K <0.01% -88 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,298 shares; 2026Q1: 5,298 shares 5,298 $228K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares 1,738 $228K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,757 shares; 2026Q1: 10,756 shares 10,756 $228K <0.01% +1,999 Timeline ILF 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: 28,924 shares; 2026Q1: 6,406 shares 6,406 $228K <0.01% -22,518 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,161 shares; 2025Q4: 12,247 shares; 2026Q1: 12,388 shares 12,388 $227K <0.01% +141 Timeline INMU 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: 9,495 shares 9,495 $227K <0.01% new Timeline IBTK 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: 11,453 shares 11,453 $226K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 4,613 shares; 2025Q3: 4,117 shares; 2025Q4: 3,885 shares; 2026Q1: 3,442 shares 3,442 $225K <0.01% -443 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,491 shares; 2026Q1: 2,936 shares 2,936 $225K <0.01% -555 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,329 shares; 2026Q1: 10,345 shares 10,345 $223K <0.01% +16 Timeline EPP 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: 4,199 shares 4,199 $223K <0.01% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,423 shares; 2026Q1: 8,274 shares 8,274 $223K <0.01% -149 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 3,209 shares; 2025Q4: 3,994 shares; 2026Q1: 3,416 shares 3,416 $223K <0.01% -578 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,605 shares; 2026Q1: 32,047 shares 32,047 $223K <0.01% +19,442 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is 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: 13,330 shares 13,330 $223K <0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,214 shares 7,214 $222K <0.01% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,338 shares; 2025Q3: 16,475 shares; 2025Q4: 17,635 shares; 2026Q1: 12,642 shares 12,642 $222K <0.01% -4,993 Timeline IBDS 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: 9,092 shares; 2026Q1: 9,126 shares 9,126 $221K <0.01% +34 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,325 shares; 2024Q4: 13,325 shares; 2025Q1: 13,325 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares; 2026Q1: 13,325 shares 13,325 $221K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,780 shares; 2025Q3: 17,445 shares; 2025Q4: 18,634 shares; 2026Q1: 13,069 shares 13,069 $221K <0.01% -5,565 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,607 shares 7,607 $220K <0.01% new Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,822 shares; 2025Q1: 5,242 shares; 2025Q2: 5,023 shares; 2025Q3: 4,963 shares; 2025Q4: 3,995 shares; 2026Q1: 3,985 shares 3,985 $220K <0.01% -10 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 2,870 shares; 2026Q1: 2,346 shares 2,346 $220K <0.01% -524 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,588 shares; 2026Q1: 14,727 shares 14,727 $220K <0.01% +1,139 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,431 shares 1,431 $220K <0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797 shares; 2026Q1: 739 shares 739 $220K <0.01% -58 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,569 shares 1,569 $219K <0.01% new Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is 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: 8,053 shares 8,053 $217K <0.01% new Timeline TIMB TIM S A More: the full row for TIM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,197 shares 8,197 $217K <0.01% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,035 shares; 2026Q1: 5,976 shares 5,976 $217K <0.01% -59 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639 $217K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,915 shares; 2026Q1: 2,701 shares 2,701 $216K <0.01% -214 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,007 shares 11,007 $216K <0.01% new Timeline GSST 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: 12,906 shares; 2025Q2: 5,850 shares; 2025Q3: 5,016 shares; 2025Q4: 4,416 shares; 2026Q1: 4,272 shares 4,272 $216K <0.01% -144 Timeline INCE 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: 3,338 shares 3,338 $216K <0.01% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,014 shares; 2024Q4: 32,014 shares; 2025Q1: 20,000 shares; 2025Q2: 62,975 shares; 2025Q3: 22,450 shares; 2025Q4: not reported; 2026Q1: 25,254 shares 25,254 $215K <0.01% new Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,898 shares; 2026Q1: 17,668 shares 17,668 $215K <0.01% -1,230 Timeline IBTI 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: 9,632 shares 9,632 $215K <0.01% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,217 shares 7,217 $215K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,896 shares; 2025Q1: 6,075 shares; 2025Q2: 5,033 shares; 2025Q3: 4,594 shares; 2025Q4: not reported; 2026Q1: 4,456 shares 4,456 $214K <0.01% new Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 23,501 shares 23,501 $212K <0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,416 shares; 2025Q2: 13,416 shares; 2025Q3: 13,416 shares; 2025Q4: 19,623 shares; 2026Q1: 10,877 shares 10,877 $212K <0.01% -8,746 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 4,907 shares; 2025Q1: 4,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,004 shares; 2026Q1: 4,183 shares 4,183 $212K <0.01% -821 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,929 shares; 2026Q1: 3,916 shares 3,916 $211K <0.01% -13 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares; 2026Q1: 2,315 shares 2,315 $211K <0.01% -444 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,484 shares 4,484 $211K <0.01% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 5,529 shares; 2025Q1: 3,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,169 shares; 2026Q1: 3,241 shares 3,241 $209K <0.01% -928 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $209K <0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,460 shares 6,460 $208K <0.01% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 2,392 shares 2,392 $208K <0.01% -839 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,489 shares; 2025Q4: 8,189 shares; 2026Q1: 8,189 shares 8,189 $208K <0.01% 0 Timeline LOCT 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: 8,754 shares; 2026Q1: 8,798 shares 8,798 $207K <0.01% +44 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,873 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,277 shares; 2026Q1: 4,245 shares 4,245 $207K <0.01% -32 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,092 shares; 2025Q3: 13,141 shares; 2025Q4: 17,097 shares; 2026Q1: 11,891 shares 11,891 $206K <0.01% -5,206 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,464 shares; 2026Q1: 20,528 shares 20,528 $206K <0.01% +1,064 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $206K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,960 shares 2,960 $206K <0.01% new Timeline SDVD 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: 9,352 shares 9,352 $203K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886 $202K <0.01% new Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 2,180 shares; 2025Q2: not reported; 2025Q3: 1,752 shares; 2025Q4: 1,647 shares; 2026Q1: 1,646 shares 1,646 $202K <0.01% -1 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,424 shares; 2025Q4: 2,539 shares; 2026Q1: 2,539 shares 2,539 $201K <0.01% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,651 shares; 2026Q1: 5,640 shares 5,640 $200K <0.01% -11 Timeline EOI 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: not reported; 2025Q4: 10,634 shares; 2026Q1: 10,634 shares 10,634 $200K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,950 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares; 2025Q3: 14,196 shares; 2025Q4: 23,644 shares; 2026Q1: 17,682 shares 17,682 $199K <0.01% -5,962 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY 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: 19,978 shares; 2026Q1: 16,997 shares 16,997 $197K <0.01% -2,981 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,942 shares; 2024Q4: 33,961 shares; 2025Q1: 37,325 shares; 2025Q2: 49,390 shares; 2025Q3: 49,384 shares; 2025Q4: 19,063 shares; 2026Q1: 20,439 shares 20,439 $194K <0.01% +1,376 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares 1,789 $193K <0.01% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,613 shares 10,613 $193K <0.01% new Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,219 shares; 2026Q1: 11,216 shares 11,216 $187K <0.01% -3 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 11,848 shares; 2025Q1: 11,083 shares; 2025Q2: 13,568 shares; 2025Q3: 8,068 shares; 2025Q4: 10,801 shares; 2026Q1: 10,801 shares 10,801 $184K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,661 shares; 2025Q1: 7,798 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,226 shares; 2026Q1: 11,170 shares 11,170 $176K <0.01% +944 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE 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: 10,474 shares; 2026Q1: 11,931 shares 11,931 $174K <0.01% +1,457 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 11,322 shares; 2025Q4: 13,512 shares; 2026Q1: 15,737 shares 15,737 $173K <0.01% +2,225 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH 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: not reported; 2025Q4: not reported; 2026Q1: 29,243 shares 29,243 $173K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,563 shares; 2025Q3: 32,406 shares; 2025Q4: 34,812 shares; 2026Q1: 40,040 shares 40,040 $165K <0.01% +5,228 Timeline BGS B & G FOODS INC More: the full row for B & G 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: 33,925 shares; 2026Q1: 33,898 shares 33,898 $163K <0.01% -27 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,003 shares; 2025Q4: 17,685 shares; 2026Q1: 17,527 shares 17,527 $158K <0.01% -158 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,066 shares; 2026Q1: 13,100 shares 13,100 $158K <0.01% +1,034 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 10,418 shares; 2025Q3: not reported; 2025Q4: 20,654 shares; 2026Q1: 19,541 shares 19,541 $157K <0.01% -1,113 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,048 shares; 2026Q1: 22,099 shares 22,099 $154K <0.01% +51 Timeline