NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,857 shares; 2024Q4: 85,323 shares; 2025Q1: 87,806 shares; 2025Q2: 96,867 shares; 2025Q3: 107,890 shares; 2025Q4: 100,812 shares; 2026Q1: 237,057 shares 237,057 $44.7M 5.38% +136,245 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,801 shares; 2024Q4: 101,203 shares; 2025Q1: 100,708 shares; 2025Q2: 104,642 shares; 2025Q3: 115,719 shares; 2025Q4: 114,531 shares; 2026Q1: 123,799 shares 123,799 $32.2M 3.88% +9,268 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 30,404 shares; 2025Q1: 33,390 shares; 2025Q2: 34,258 shares; 2025Q3: 32,892 shares; 2025Q4: 35,590 shares; 2026Q1: 37,191 shares 37,191 $25.3M 3.04% +1,601 Timeline CLIP 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: 242,492 shares; 2024Q4: 246,659 shares; 2025Q1: 331,909 shares; 2025Q2: 281,383 shares; 2025Q3: 389,253 shares; 2025Q4: 314,872 shares; 2026Q1: 182,383 shares 182,383 $18.3M 2.2% -132,489 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,198 shares; 2024Q4: 24,467 shares; 2025Q1: 25,554 shares; 2025Q2: 32,832 shares; 2025Q3: 32,220 shares; 2025Q4: 37,176 shares; 2026Q1: 41,242 shares 41,242 $15.3M 1.84% +4,066 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,027 shares; 2024Q4: 39,976 shares; 2025Q1: 41,961 shares; 2025Q2: 43,075 shares; 2025Q3: 48,254 shares; 2025Q4: 50,968 shares; 2026Q1: 60,206 shares 60,206 $14.3M 1.72% +9,238 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,465 shares; 2024Q4: 26,920 shares; 2025Q1: 80,678 shares; 2025Q2: 82,441 shares; 2025Q3: 83,081 shares; 2025Q4: 88,712 shares; 2026Q1: 90,369 shares 90,369 $13.1M 1.58% +1,657 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,785 shares; 2026Q1: 204,583 shares 204,583 $12.2M 1.47% +175,798 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,461 shares; 2024Q4: 32,929 shares; 2025Q1: 32,135 shares; 2025Q2: 32,900 shares; 2025Q3: 36,129 shares; 2025Q4: 36,650 shares; 2026Q1: 34,788 shares 34,788 $12.1M 1.46% -1,862 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,893 shares; 2024Q4: 65,612 shares; 2025Q1: 67,023 shares; 2025Q2: 72,265 shares; 2025Q3: 73,637 shares; 2025Q4: 75,570 shares; 2026Q1: 77,584 shares 77,584 $11.8M 1.42% +2,014 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,214 shares; 2024Q4: 31,034 shares; 2025Q1: 32,533 shares; 2025Q2: 34,668 shares; 2025Q3: 37,205 shares; 2025Q4: 36,670 shares; 2026Q1: 36,768 shares 36,768 $11.4M 1.37% +98 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 22,269 shares; 2025Q1: 24,109 shares; 2025Q2: 29,066 shares; 2025Q3: 31,608 shares; 2025Q4: 33,339 shares; 2026Q1: 34,891 shares 34,891 $11.1M 1.33% +1,552 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,057 shares; 2024Q4: 4,289 shares; 2025Q1: 4,609 shares; 2025Q2: 31,585 shares; 2025Q3: 32,384 shares; 2025Q4: 31,982 shares; 2026Q1: 17,773 shares 17,773 $10.9M 1.31% -14,209 Timeline IEFA 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: 59,311 shares; 2024Q4: 73,735 shares; 2025Q1: 76,843 shares; 2025Q2: 88,185 shares; 2025Q3: 101,323 shares; 2025Q4: 107,899 shares; 2026Q1: 113,630 shares 113,630 $10.8M 1.3% +5,731 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,549 shares; 2024Q4: 18,743 shares; 2025Q1: 20,706 shares; 2025Q2: 22,800 shares; 2025Q3: 24,900 shares; 2025Q4: 27,478 shares; 2026Q1: 28,800 shares 28,800 $10.7M 1.29% +1,322 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,784 shares; 2024Q4: 3,976 shares; 2025Q1: 40,092 shares; 2025Q2: 6,948 shares; 2025Q3: 6,770 shares; 2025Q4: 22,426 shares; 2026Q1: 21,184 shares 21,184 $9.26M 1.11% -1,242 Timeline AGG 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: 51,906 shares; 2024Q4: 63,319 shares; 2025Q1: 66,035 shares; 2025Q2: 68,804 shares; 2025Q3: 79,423 shares; 2025Q4: 84,133 shares; 2026Q1: 92,880 shares 92,880 $9.22M 1.11% +8,747 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 10,622 shares; 2025Q1: 10,021 shares; 2025Q2: 11,081 shares; 2025Q3: 13,327 shares; 2025Q4: 13,767 shares; 2026Q1: 13,847 shares 13,847 $8.72M 1.05% +80 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,201 shares; 2025Q1: 3,440 shares; 2025Q2: 3,250 shares; 2025Q3: 3,253 shares; 2025Q4: 5,533 shares; 2026Q1: 150,894 shares 150,894 $8.59M 1.03% +145,361 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 23,214 shares; 2025Q1: 24,387 shares; 2025Q2: 25,576 shares; 2025Q3: 27,656 shares; 2025Q4: 28,103 shares; 2026Q1: 30,192 shares 30,192 $7.2M 0.87% +2,089 Timeline IJH 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: 57,079 shares; 2024Q4: 71,951 shares; 2025Q1: 82,099 shares; 2025Q2: 85,207 shares; 2025Q3: 81,542 shares; 2025Q4: 88,572 shares; 2026Q1: 96,943 shares 96,943 $6.83M 0.82% +8,371 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,655 shares; 2024Q4: 31,691 shares; 2025Q1: 39,552 shares; 2025Q2: 46,337 shares; 2025Q3: 49,518 shares; 2025Q4: 52,495 shares; 2026Q1: 53,343 shares 53,343 $6.77M 0.81% +848 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,305 shares; 2025Q3: 159,275 shares; 2025Q4: 159,275 shares; 2026Q1: 154,275 shares 154,275 $6.61M 0.8% -5,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,478 shares; 2025Q1: 6,211 shares; 2025Q2: 7,031 shares; 2025Q3: 7,084 shares; 2025Q4: 7,532 shares; 2026Q1: 8,202 shares 8,202 $6.48M 0.78% +670 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,030 shares 47,030 $6.3M 0.76% new Timeline BSJR 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: 14,948 shares; 2025Q4: 96,482 shares; 2026Q1: 271,003 shares 271,003 $6.09M 0.73% +174,521 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,398 shares; 2024Q4: 28,248 shares; 2025Q1: 22,089 shares; 2025Q2: 24,274 shares; 2025Q3: 29,741 shares; 2025Q4: 44,139 shares; 2026Q1: 53,098 shares 53,098 $5.31M 0.64% +8,959 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,180 shares; 2025Q1: 4,273 shares; 2025Q2: 4,572 shares; 2025Q3: 5,180 shares; 2025Q4: 5,337 shares; 2026Q1: 5,230 shares 5,230 $4.92M 0.59% -107 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 25,214 shares; 2025Q1: 24,689 shares; 2025Q2: 25,882 shares; 2025Q3: 27,013 shares; 2025Q4: 27,257 shares; 2026Q1: 24,991 shares 24,991 $4.71M 0.57% -2,266 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,005 shares; 2025Q1: 4,691 shares; 2025Q2: 25,542 shares; 2025Q3: 13,732 shares; 2025Q4: 31,413 shares; 2026Q1: 32,991 shares 32,991 $4.71M 0.57% +1,578 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,222 shares; 2025Q1: 12,360 shares; 2025Q2: 12,547 shares; 2025Q3: 13,039 shares; 2025Q4: 12,106 shares; 2026Q1: 13,558 shares 13,558 $4.28M 0.52% +1,452 Timeline VMBS 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: 44,157 shares; 2024Q4: 55,541 shares; 2025Q1: 59,657 shares; 2025Q2: 60,836 shares; 2025Q3: 80,506 shares; 2025Q4: 85,331 shares; 2026Q1: 88,857 shares 88,857 $4.18M 0.5% +3,526 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 9,122 shares; 2025Q1: 9,920 shares; 2025Q2: 10,819 shares; 2025Q3: 11,458 shares; 2025Q4: 11,536 shares; 2026Q1: 12,140 shares 12,140 $4.1M 0.49% +604 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,738 shares; 2025Q3: 107,572 shares; 2025Q4: 110,355 shares; 2026Q1: 110,966 shares 110,966 $4.08M 0.49% +611 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,142 shares; 2024Q4: 73,984 shares; 2025Q1: 173,622 shares; 2025Q2: 179,636 shares; 2025Q3: 159,634 shares; 2025Q4: 156,059 shares; 2026Q1: 133,134 shares 133,134 $4M 0.48% -22,925 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 11,504 shares; 2025Q3: 14,308 shares; 2025Q4: 15,523 shares; 2026Q1: 15,031 shares 15,031 $3.96M 0.48% -492 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,779 shares; 2024Q4: 13,413 shares; 2025Q1: 17,066 shares; 2025Q2: 18,632 shares; 2025Q3: 16,892 shares; 2025Q4: 17,751 shares; 2026Q1: 19,006 shares 19,006 $3.95M 0.48% +1,255 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 28,205 shares; 2025Q1: 113,888 shares; 2025Q2: 123,309 shares; 2025Q3: 131,795 shares; 2025Q4: 136,065 shares; 2026Q1: 132,347 shares 132,347 $3.95M 0.47% -3,718 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,140 shares; 2025Q1: 3,683 shares; 2025Q2: 4,997 shares; 2025Q3: 8,640 shares; 2025Q4: 9,490 shares; 2026Q1: 9,779 shares 9,779 $3.79M 0.46% +289 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 7,061 shares; 2025Q1: 6,680 shares; 2025Q2: 6,746 shares; 2025Q3: 6,956 shares; 2025Q4: 6,871 shares; 2026Q1: 7,832 shares 7,832 $3.76M 0.45% +961 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 12,212 shares; 2025Q1: 12,169 shares; 2025Q2: 12,177 shares; 2025Q3: 12,142 shares; 2025Q4: 11,825 shares; 2026Q1: 11,832 shares 11,832 $3.7M 0.45% +7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,558 shares; 2024Q4: 67,241 shares; 2025Q1: 65,284 shares; 2025Q2: 60,744 shares; 2025Q3: 54,082 shares; 2025Q4: 55,925 shares; 2026Q1: 54,831 shares 54,831 $3.69M 0.44% -1,094 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,250 shares; 2025Q3: 2,289 shares; 2025Q4: 2,237 shares; 2026Q1: 3,672 shares 3,672 $3.67M 0.44% +1,435 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 9,024 shares; 2025Q1: 5,565 shares; 2025Q2: 5,712 shares; 2025Q3: 5,697 shares; 2025Q4: 4,651 shares; 2026Q1: 9,107 shares 9,107 $3.64M 0.44% +4,456 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: 59,690 shares; 2024Q4: 74,280 shares; 2025Q1: 79,049 shares; 2025Q2: 87,336 shares; 2025Q3: 98,039 shares; 2025Q4: 103,491 shares; 2026Q1: 107,378 shares 107,378 $3.6M 0.43% +3,887 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 903 shares; 2025Q1: 1,453 shares; 2025Q2: 2,553 shares; 2025Q3: 5,728 shares; 2025Q4: 5,747 shares; 2026Q1: 5,745 shares 5,745 $3.59M 0.43% -2 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,352 shares; 2024Q4: 10,991 shares; 2025Q1: 6,087 shares; 2025Q2: 33,931 shares; 2025Q3: 35,086 shares; 2025Q4: 35,678 shares; 2026Q1: 22,379 shares 22,379 $3.33M 0.4% -13,299 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 15,669 shares; 2025Q1: 17,321 shares; 2025Q2: 18,392 shares; 2025Q3: 19,130 shares; 2025Q4: 20,550 shares; 2026Q1: 26,939 shares 26,939 $3.27M 0.39% +6,389 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,978 shares; 2025Q1: 5,975 shares; 2025Q2: 6,814 shares; 2025Q3: 6,740 shares; 2025Q4: 6,993 shares; 2026Q1: 7,101 shares 7,101 $3.2M 0.39% +108 Timeline BSJQ 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: 112,405 shares; 2025Q4: 137,514 shares; 2026Q1: 137,419 shares 137,419 $3.19M 0.38% -95 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 50,476 shares; 2025Q1: 49,266 shares; 2025Q2: 47,433 shares; 2025Q3: 39,176 shares; 2025Q4: 38,389 shares; 2026Q1: 36,954 shares 36,954 $3.04M 0.37% -1,435 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 20,031 shares; 2025Q1: 19,812 shares; 2025Q2: 22,544 shares; 2025Q3: 22,802 shares; 2025Q4: 24,176 shares; 2026Q1: 23,684 shares 23,684 $3.03M 0.37% -492 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,548 shares; 2025Q1: 1,619 shares; 2025Q2: 1,994 shares; 2025Q3: 2,812 shares; 2025Q4: 27,763 shares; 2026Q1: 29,319 shares 29,319 $3.02M 0.36% +1,556 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,203 shares; 2025Q4: 15,354 shares; 2026Q1: 33,208 shares 33,208 $2.97M 0.36% +17,854 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,934 shares; 2025Q2: 10,196 shares; 2025Q3: 15,269 shares; 2025Q4: 19,089 shares; 2026Q1: 27,982 shares 27,982 $2.95M 0.36% +8,893 Timeline SMH 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: 1,260 shares; 2025Q2: 2,491 shares; 2025Q3: 3,736 shares; 2025Q4: 5,411 shares; 2026Q1: 6,639 shares 6,639 $2.9M 0.35% +1,228 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,301 shares; 2025Q1: 3,814 shares; 2025Q2: 4,336 shares; 2025Q3: 8,560 shares; 2025Q4: 9,096 shares; 2026Q1: 11,861 shares 11,861 $2.89M 0.35% +2,765 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 10,699 shares; 2025Q1: 7,977 shares; 2025Q2: 7,608 shares; 2025Q3: 8,345 shares; 2025Q4: 8,330 shares; 2026Q1: 8,566 shares 8,566 $2.87M 0.35% +236 Timeline SCHE 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: 51,145 shares; 2024Q4: 69,089 shares; 2025Q1: 74,195 shares; 2025Q2: 83,842 shares; 2025Q3: 99,598 shares; 2025Q4: 108,607 shares; 2026Q1: 82,786 shares 82,786 $2.86M 0.34% -25,821 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,888 shares; 2025Q1: 108,276 shares; 2025Q2: 112,621 shares; 2025Q3: 114,862 shares; 2025Q4: 114,040 shares; 2026Q1: 97,516 shares 97,516 $2.79M 0.34% -16,524 Timeline BIL 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: 42,555 shares; 2024Q4: 126,454 shares; 2025Q1: 46,100 shares; 2025Q2: 28,166 shares; 2025Q3: 33,080 shares; 2025Q4: 34,491 shares; 2026Q1: 30,167 shares 30,167 $2.76M 0.33% -4,324 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,150 shares; 2025Q1: 7,654 shares; 2025Q2: 7,714 shares; 2025Q3: 8,276 shares; 2025Q4: 8,244 shares; 2026Q1: 5,929 shares 5,929 $2.73M 0.33% -2,315 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 5,844 shares; 2025Q1: 6,146 shares; 2025Q2: 7,135 shares; 2025Q3: 7,615 shares; 2025Q4: 7,732 shares; 2026Q1: 8,916 shares 8,916 $2.73M 0.33% +1,184 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,289 shares; 2024Q4: 15,336 shares; 2025Q1: 17,749 shares; 2025Q2: 18,872 shares; 2025Q3: 19,248 shares; 2025Q4: 20,090 shares; 2026Q1: 22,050 shares 22,050 $2.7M 0.33% +1,960 Timeline DFIC 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: 60,113 shares; 2025Q3: 64,263 shares; 2025Q4: 68,830 shares; 2026Q1: 72,161 shares 72,161 $2.7M 0.32% +3,331 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,883 shares; 2025Q1: not reported; 2025Q2: 57,813 shares; 2025Q3: 61,436 shares; 2025Q4: 62,536 shares; 2026Q1: 65,637 shares 65,637 $2.66M 0.32% +3,101 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,950 shares; 2025Q2: 25,845 shares; 2025Q3: 35,094 shares; 2025Q4: 46,701 shares; 2026Q1: 57,939 shares 57,939 $2.65M 0.32% +11,238 Timeline VGSH 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: 34,769 shares; 2024Q4: 43,312 shares; 2025Q1: 51,535 shares; 2025Q2: 46,388 shares; 2025Q3: 49,214 shares; 2025Q4: 52,233 shares; 2026Q1: 44,797 shares 44,797 $2.62M 0.31% -7,436 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 7,107 shares; 2025Q1: 6,999 shares; 2025Q2: 6,993 shares; 2025Q3: 6,900 shares; 2025Q4: 6,157 shares; 2026Q1: 5,223 shares 5,223 $2.61M 0.31% -934 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 28,380 shares; 2025Q1: 39,969 shares; 2025Q2: 44,939 shares; 2025Q3: 45,198 shares; 2025Q4: 39,960 shares; 2026Q1: 32,296 shares 32,296 $2.56M 0.31% -7,664 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,491 shares; 2025Q1: 6,382 shares; 2025Q2: 6,643 shares; 2025Q3: 6,932 shares; 2025Q4: 7,492 shares; 2026Q1: 20,011 shares 20,011 $2.55M 0.31% +12,519 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,344 shares; 2025Q1: 3,501 shares; 2025Q2: 3,712 shares; 2025Q3: 3,835 shares; 2025Q4: 3,726 shares; 2026Q1: 8,194 shares 8,194 $2.53M 0.3% +4,468 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,140 shares; 2024Q4: 30,910 shares; 2025Q1: 35,332 shares; 2025Q2: 38,731 shares; 2025Q3: 43,454 shares; 2025Q4: 46,337 shares; 2026Q1: 47,462 shares 47,462 $2.49M 0.3% +1,125 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,845 shares; 2025Q3: 79,852 shares; 2025Q4: 74,057 shares; 2026Q1: 69,359 shares 69,359 $2.49M 0.3% -4,698 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,148 shares; 2025Q3: 30,203 shares; 2025Q4: 31,417 shares; 2026Q1: 33,536 shares 33,536 $2.48M 0.3% +2,119 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: 20,931 shares; 2024Q4: 28,269 shares; 2025Q1: 48,559 shares; 2025Q2: 57,719 shares; 2025Q3: 55,045 shares; 2025Q4: 49,727 shares; 2026Q1: 39,925 shares 39,925 $2.48M 0.3% -9,802 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 4,361 shares; 2025Q1: 5,554 shares; 2025Q2: 6,378 shares; 2025Q3: 6,893 shares; 2025Q4: 7,602 shares; 2026Q1: 17,975 shares 17,975 $2.47M 0.3% +10,373 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 14,027 shares; 2025Q1: 14,329 shares; 2025Q2: 15,035 shares; 2025Q3: 7,934 shares; 2025Q4: 7,754 shares; 2026Q1: 8,087 shares 8,087 $2.46M 0.3% +333 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,774 shares; 2025Q1: 10,119 shares; 2025Q2: 11,447 shares; 2025Q3: 11,779 shares; 2025Q4: 11,652 shares; 2026Q1: 11,983 shares 11,983 $2.42M 0.29% +331 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,836 shares; 2025Q2: 28,913 shares; 2025Q3: 36,653 shares; 2025Q4: 43,395 shares; 2026Q1: 58,029 shares 58,029 $2.39M 0.29% +14,634 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,181 shares; 2025Q1: 10,836 shares; 2025Q2: 11,270 shares; 2025Q3: 11,529 shares; 2025Q4: 12,551 shares; 2026Q1: 14,598 shares 14,598 $2.34M 0.28% +2,047 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,809 shares; 2025Q1: 10,425 shares; 2025Q2: 11,372 shares; 2025Q3: 12,711 shares; 2025Q4: 13,396 shares; 2026Q1: 14,884 shares 14,884 $2.34M 0.28% +1,488 Timeline BOXX 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: 6,230 shares; 2025Q4: 1,815 shares; 2026Q1: 20,095 shares 20,095 $2.34M 0.28% +18,280 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 17,395 shares; 2025Q1: 19,442 shares; 2025Q2: 21,247 shares; 2025Q3: 16,800 shares; 2025Q4: 17,261 shares; 2026Q1: 18,436 shares 18,436 $2.29M 0.28% +1,175 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 10,629 shares; 2025Q1: 9,199 shares; 2025Q2: 10,492 shares; 2025Q3: 11,533 shares; 2025Q4: 13,017 shares; 2026Q1: 16,508 shares 16,508 $2.28M 0.27% +3,491 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,707 shares; 2024Q4: 14,530 shares; 2025Q1: 14,402 shares; 2025Q2: 2,824 shares; 2025Q3: 14,797 shares; 2025Q4: 13,713 shares; 2026Q1: 10,520 shares 10,520 $2.26M 0.27% -3,193 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 17,244 shares; 2025Q1: 15,387 shares; 2025Q2: 15,611 shares; 2025Q3: 15,473 shares; 2025Q4: 16,276 shares; 2026Q1: 17,209 shares 17,209 $2.24M 0.27% +933 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,457 shares; 2025Q1: 1,680 shares; 2025Q2: 1,755 shares; 2025Q3: 1,832 shares; 2025Q4: 1,981 shares; 2026Q1: 2,255 shares 2,255 $2.22M 0.27% +274 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,251 shares; 2024Q4: 37,155 shares; 2025Q1: 39,106 shares; 2025Q2: 40,689 shares; 2025Q3: 42,671 shares; 2025Q4: 41,508 shares; 2026Q1: 48,146 shares 48,146 $2.22M 0.27% +6,638 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,543 shares; 2025Q2: 2,186 shares; 2025Q3: 7,844 shares; 2025Q4: 8,972 shares; 2026Q1: 8,543 shares 8,543 $2.16M 0.26% -429 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 8,308 shares; 2025Q1: 8,668 shares; 2025Q2: 8,878 shares; 2025Q3: 9,133 shares; 2025Q4: 9,358 shares; 2026Q1: 9,659 shares 9,659 $2.14M 0.26% +301 Timeline VCSH 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: 26,277 shares; 2024Q4: 17,732 shares; 2025Q1: 16,173 shares; 2025Q2: 22,078 shares; 2025Q3: 24,767 shares; 2025Q4: 26,266 shares; 2026Q1: 26,941 shares 26,941 $2.13M 0.26% +675 Timeline VONG 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: 8,303 shares; 2025Q1: 14,252 shares; 2025Q2: 9,828 shares; 2025Q3: 10,009 shares; 2025Q4: 10,553 shares; 2026Q1: 18,230 shares 18,230 $2.09M 0.25% +7,677 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 36,833 shares; 2025Q1: 136,541 shares; 2025Q2: 149,962 shares; 2025Q3: 145,284 shares; 2025Q4: 142,779 shares; 2026Q1: 89,557 shares 89,557 $2.07M 0.25% -53,222 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 17,665 shares; 2025Q1: 18,798 shares; 2025Q2: 19,186 shares; 2025Q3: 19,177 shares; 2025Q4: 19,824 shares; 2026Q1: 21,241 shares 21,241 $2.06M 0.25% +1,417 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 719 shares; 2025Q1: 690 shares; 2025Q2: 697 shares; 2025Q3: 3,928 shares; 2025Q4: 3,044 shares; 2026Q1: 2,286 shares 2,286 $1.98M 0.24% -758 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,160 shares; 2025Q1: 5,767 shares; 2025Q2: 6,653 shares; 2025Q3: 7,561 shares; 2025Q4: 7,858 shares; 2026Q1: 8,408 shares 8,408 $1.94M 0.23% +550 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,286 shares; 2025Q1: 11,670 shares; 2025Q2: 10,714 shares; 2025Q3: 12,382 shares; 2025Q4: 11,526 shares; 2026Q1: 12,830 shares 12,830 $1.89M 0.23% +1,304 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,885 shares; 2024Q4: 45,209 shares; 2025Q1: 46,643 shares; 2025Q2: 52,555 shares; 2025Q3: 56,829 shares; 2025Q4: 58,010 shares; 2026Q1: 71,235 shares 71,235 $1.88M 0.23% +13,225 Timeline IEMG 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: 14,034 shares; 2024Q4: 14,226 shares; 2025Q1: 12,841 shares; 2025Q2: 28,178 shares; 2025Q3: 34,260 shares; 2025Q4: 33,647 shares; 2026Q1: 24,957 shares 24,957 $1.85M 0.22% -8,690 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,721 shares; 2025Q3: 77,906 shares; 2025Q4: 78,160 shares; 2026Q1: 92,823 shares 92,823 $1.82M 0.22% +14,663 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,296 shares; 2024Q4: 13,829 shares; 2025Q1: 15,243 shares; 2025Q2: 18,981 shares; 2025Q3: 23,287 shares; 2025Q4: 23,013 shares; 2026Q1: 23,351 shares 23,351 $1.81M 0.22% +338 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 6,489 shares; 2025Q1: 6,522 shares; 2025Q2: 7,042 shares; 2025Q3: 6,295 shares; 2025Q4: 6,259 shares; 2026Q1: 15,488 shares 15,488 $1.78M 0.21% +9,229 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,850 shares; 2026Q1: 12,736 shares 12,736 $1.75M 0.21% +886 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,921 shares; 2025Q4: 11,441 shares; 2026Q1: 9,710 shares 9,710 $1.73M 0.21% -1,731 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 8,237 shares; 2025Q1: 9,147 shares; 2025Q2: 9,851 shares; 2025Q3: 11,143 shares; 2025Q4: 11,992 shares; 2026Q1: 12,598 shares 12,598 $1.72M 0.21% +606 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: 70,078 shares; 2025Q3: 71,973 shares; 2025Q4: 72,498 shares; 2026Q1: 86,899 shares 86,899 $1.71M 0.21% +14,401 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,993 shares; 2025Q4: 25,072 shares; 2026Q1: 68,910 shares 68,910 $1.71M 0.21% +43,838 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 14,230 shares; 2025Q1: 14,086 shares; 2025Q2: 13,915 shares; 2025Q3: 13,427 shares; 2025Q4: 13,682 shares; 2026Q1: 10,128 shares 10,128 $1.7M 0.21% -3,554 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,861 shares; 2025Q3: 19,975 shares; 2025Q4: 19,407 shares; 2026Q1: 19,159 shares 19,159 $1.69M 0.2% -248 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,761 shares; 2025Q1: 2,431 shares; 2025Q2: 2,546 shares; 2025Q3: 2,563 shares; 2025Q4: 2,587 shares; 2026Q1: 2,731 shares 2,731 $1.65M 0.2% +144 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,394 shares; 2025Q1: 1,649 shares; 2025Q2: 1,708 shares; 2025Q3: 1,815 shares; 2025Q4: 1,984 shares; 2026Q1: 2,039 shares 2,039 $1.64M 0.2% +55 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,393 shares; 2025Q1: 3,820 shares; 2025Q2: 4,003 shares; 2025Q3: 4,222 shares; 2025Q4: 4,489 shares; 2026Q1: 4,867 shares 4,867 $1.63M 0.2% +378 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,212 shares; 2025Q2: 1,294 shares; 2025Q3: 1,387 shares; 2025Q4: 1,484 shares; 2026Q1: 1,602 shares 1,602 $1.6M 0.19% +118 Timeline IVV 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: 3,694 shares; 2024Q4: 3,889 shares; 2025Q1: 2,854 shares; 2025Q2: 2,801 shares; 2025Q3: 2,677 shares; 2025Q4: 2,752 shares; 2026Q1: 2,339 shares 2,339 $1.6M 0.19% -413 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,114 shares; 2025Q1: not reported; 2025Q2: 2,336 shares; 2025Q3: 2,214 shares; 2025Q4: 2,217 shares; 2026Q1: 3,764 shares 3,764 $1.58M 0.19% +1,547 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,786 shares; 2025Q4: 6,653 shares; 2026Q1: 4,926 shares 4,926 $1.58M 0.19% -1,727 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 3,515 shares; 2025Q4: 5,111 shares; 2026Q1: 5,890 shares 5,890 $1.58M 0.19% +779 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,798 shares; 2024Q4: 34,697 shares; 2025Q1: 33,953 shares; 2025Q2: not reported; 2025Q3: 31,153 shares; 2025Q4: 29,105 shares; 2026Q1: 21,644 shares 21,644 $1.58M 0.19% -7,461 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 13,445 shares; 2025Q1: 15,739 shares; 2025Q2: 17,172 shares; 2025Q3: 18,137 shares; 2025Q4: 19,475 shares; 2026Q1: 21,118 shares 21,118 $1.56M 0.19% +1,643 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,203 shares; 2025Q4: 1,953 shares; 2026Q1: 1,331 shares 1,331 $1.56M 0.19% -622 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,686 shares; 2025Q1: 4,080 shares; 2025Q2: 3,261 shares; 2025Q3: 4,586 shares; 2025Q4: 4,754 shares; 2026Q1: 5,045 shares 5,045 $1.54M 0.18% +291 Timeline ROKU ROKU INC More: the full row for ROKU 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: 11,812 shares; 2025Q4: 13,810 shares; 2026Q1: 14,886 shares 14,886 $1.53M 0.18% +1,076 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,954 shares; 2025Q2: 44,473 shares; 2025Q3: 45,231 shares; 2025Q4: 56,082 shares; 2026Q1: 73,945 shares 73,945 $1.52M 0.18% +17,863 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,564 shares; 2025Q3: 36,735 shares; 2025Q4: 58,437 shares; 2026Q1: 73,937 shares 73,937 $1.51M 0.18% +15,500 Timeline VONV 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: 23,920 shares; 2025Q1: 20,241 shares; 2025Q2: 20,936 shares; 2025Q3: 21,450 shares; 2025Q4: 22,988 shares; 2026Q1: 15,502 shares 15,502 $1.51M 0.18% -7,486 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,714 shares; 2025Q1: 13,152 shares; 2025Q2: 12,847 shares; 2025Q3: 12,212 shares; 2025Q4: 9,603 shares; 2026Q1: 6,860 shares 6,860 $1.51M 0.18% -2,743 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,130 shares; 2024Q4: 28,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,054 shares; 2026Q1: 15,620 shares 15,620 $1.5M 0.18% -6,434 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 3,715 shares; 2025Q3: 4,564 shares; 2025Q4: 4,289 shares; 2026Q1: 5,701 shares 5,701 $1.49M 0.18% +1,412 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,963 shares; 2025Q3: 12,917 shares; 2025Q4: 10,085 shares; 2026Q1: 6,985 shares 6,985 $1.47M 0.18% -3,100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,376 shares; 2024Q4: 35,736 shares; 2025Q1: 37,809 shares; 2025Q2: 42,533 shares; 2025Q3: 41,311 shares; 2025Q4: 44,748 shares; 2026Q1: 54,345 shares 54,345 $1.46M 0.18% +9,597 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,527 shares; 2025Q1: 3,136 shares; 2025Q2: 4,070 shares; 2025Q3: 4,459 shares; 2025Q4: 4,786 shares; 2026Q1: 4,652 shares 4,652 $1.46M 0.18% -134 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 3,627 shares; 2025Q3: 5,571 shares; 2025Q4: 5,902 shares; 2026Q1: 6,592 shares 6,592 $1.42M 0.17% +690 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,250 shares; 2024Q4: 76,485 shares; 2025Q1: 87,613 shares; 2025Q2: 88,325 shares; 2025Q3: 96,469 shares; 2025Q4: 96,893 shares; 2026Q1: 90,118 shares 90,118 $1.41M 0.17% -6,775 Timeline JPIE 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: 16,519 shares; 2025Q2: 21,974 shares; 2025Q3: 20,891 shares; 2025Q4: 24,555 shares; 2026Q1: 30,668 shares 30,668 $1.41M 0.17% +6,113 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 13,536 shares; 2025Q1: 13,086 shares; 2025Q2: 12,872 shares; 2025Q3: not reported; 2025Q4: 11,817 shares; 2026Q1: 8,248 shares 8,248 $1.41M 0.17% -3,569 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 28,657 shares; 2025Q1: 29,980 shares; 2025Q2: 35,892 shares; 2025Q3: 35,767 shares; 2025Q4: 31,901 shares; 2026Q1: 34,892 shares 34,892 $1.39M 0.17% +2,991 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,263 shares 18,263 $1.38M 0.17% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,405 shares; 2025Q1: 3,880 shares; 2025Q2: 3,984 shares; 2025Q3: 4,819 shares; 2025Q4: 4,119 shares; 2026Q1: 3,660 shares 3,660 $1.37M 0.16% -459 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,740 shares; 2025Q1: 1,780 shares; 2025Q2: 1,989 shares; 2025Q3: 2,080 shares; 2025Q4: 2,137 shares; 2026Q1: 2,214 shares 2,214 $1.36M 0.16% +77 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 5,082 shares; 2025Q1: 5,669 shares; 2025Q2: 6,133 shares; 2025Q3: 6,854 shares; 2025Q4: 8,731 shares; 2026Q1: 9,861 shares 9,861 $1.35M 0.16% +1,130 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 34,730 shares; 2026Q1: 24,626 shares 24,626 $1.34M 0.16% -10,104 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 5,757 shares; 2025Q4: 8,369 shares; 2026Q1: 8,277 shares 8,277 $1.31M 0.16% -92 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: not reported; 2025Q1: not reported; 2025Q2: 4,853 shares; 2025Q3: 4,732 shares; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $1.31M 0.16% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,824 shares; 2025Q1: 2,935 shares; 2025Q2: 3,611 shares; 2025Q3: 3,867 shares; 2025Q4: 3,840 shares; 2026Q1: 3,698 shares 3,698 $1.3M 0.16% -142 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 1,737 shares; 2025Q4: 1,827 shares; 2026Q1: 2,575 shares 2,575 $1.3M 0.16% +748 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,960 shares; 2026Q1: 15,706 shares 15,706 $1.29M 0.16% +12,746 Timeline SPYM 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: 11,926 shares; 2024Q4: 11,284 shares; 2025Q1: 10,624 shares; 2025Q2: 11,156 shares; 2025Q3: 12,971 shares; 2025Q4: 12,801 shares; 2026Q1: 16,166 shares 16,166 $1.29M 0.16% +3,365 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 8,288 shares; 2026Q1: 10,980 shares 10,980 $1.28M 0.15% +2,692 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,499 shares; 2025Q4: 53,592 shares; 2026Q1: 37,469 shares 37,469 $1.28M 0.15% -16,123 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,615 shares; 2025Q1: 3,697 shares; 2025Q2: 3,703 shares; 2025Q3: 3,714 shares; 2025Q4: 3,717 shares; 2026Q1: 3,603 shares 3,603 $1.28M 0.15% -114 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,456 shares; 2025Q1: 4,714 shares; 2025Q2: 6,305 shares; 2025Q3: 7,596 shares; 2025Q4: 7,853 shares; 2026Q1: 8,944 shares 8,944 $1.24M 0.15% +1,091 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 1,133 shares; 2025Q3: 1,328 shares; 2025Q4: 1,359 shares; 2026Q1: 1,366 shares 1,366 $1.24M 0.15% +7 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 10,847 shares; 2025Q1: 12,788 shares; 2025Q2: 13,334 shares; 2025Q3: 13,885 shares; 2025Q4: 14,942 shares; 2026Q1: 24,705 shares 24,705 $1.22M 0.15% +9,763 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 8,585 shares; 2025Q1: 9,528 shares; 2025Q2: 10,801 shares; 2025Q3: 7,885 shares; 2025Q4: 8,021 shares; 2026Q1: 7,932 shares 7,932 $1.19M 0.14% -89 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 6,038 shares; 2025Q4: 8,581 shares; 2026Q1: 10,969 shares 10,969 $1.18M 0.14% +2,388 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,876 shares 61,876 $1.18M 0.14% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,662 shares 55,662 $1.17M 0.14% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,621 shares; 2025Q3: 7,872 shares; 2025Q4: 8,005 shares; 2026Q1: 8,305 shares 8,305 $1.17M 0.14% +300 Timeline SHY 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: 58,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,141 shares 14,141 $1.17M 0.14% new Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,202 shares; 2026Q1: 35,321 shares 35,321 $1.16M 0.14% +28,119 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,568 shares; 2024Q4: 22,817 shares; 2025Q1: 24,966 shares; 2025Q2: 100,000 shares; 2025Q3: 23,918 shares; 2025Q4: 24,851 shares; 2026Q1: 27,078 shares 27,078 $1.14M 0.14% +2,227 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,574 shares; 2024Q4: 25,554 shares; 2025Q1: 25,699 shares; 2025Q2: 5,875 shares; 2025Q3: 5,847 shares; 2025Q4: 6,521 shares; 2026Q1: 7,029 shares 7,029 $1.14M 0.14% +508 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 11,645 shares; 2025Q1: 57,993 shares; 2025Q2: 58,961 shares; 2025Q3: 52,081 shares; 2025Q4: 46,168 shares; 2026Q1: 25,862 shares 25,862 $1.14M 0.14% -20,306 Timeline VGT 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: 870 shares; 2024Q4: 1,005 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 1,451 shares; 2025Q4: 1,523 shares; 2026Q1: 1,526 shares 1,526 $1.13M 0.14% +3 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,417 shares; 2025Q1: 7,292 shares; 2025Q2: 7,350 shares; 2025Q3: 17,190 shares; 2025Q4: 17,244 shares; 2026Q1: 12,886 shares 12,886 $1.13M 0.14% -4,358 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: not reported; 2025Q2: not reported; 2025Q3: 8,078 shares; 2025Q4: 9,333 shares; 2026Q1: 6,860 shares 6,860 $1.13M 0.14% -2,473 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,407 shares 26,407 $1.12M 0.13% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 9,627 shares; 2025Q1: 9,910 shares; 2025Q2: 9,028 shares; 2025Q3: 9,358 shares; 2025Q4: 11,226 shares; 2026Q1: 15,999 shares 15,999 $1.12M 0.13% +4,773 Timeline ORR 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: 29,592 shares 29,592 $1.12M 0.13% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: 4,997 shares; 2025Q4: 6,994 shares; 2026Q1: 8,667 shares 8,667 $1.11M 0.13% +1,673 Timeline FTCE 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: 12,242 shares; 2025Q4: 25,645 shares; 2026Q1: 45,440 shares 45,440 $1.1M 0.13% +19,795 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 3,295 shares; 2025Q3: 4,081 shares; 2025Q4: 4,001 shares; 2026Q1: 6,203 shares 6,203 $1.1M 0.13% +2,202 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,959 shares; 2025Q2: 37,179 shares; 2025Q3: 35,088 shares; 2025Q4: 29,711 shares; 2026Q1: 23,737 shares 23,737 $1.1M 0.13% -5,974 Timeline WFC 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: 8,317 shares; 2025Q1: 8,437 shares; 2025Q2: 9,388 shares; 2025Q3: 10,669 shares; 2025Q4: 11,467 shares; 2026Q1: 12,768 shares 12,768 $1.09M 0.13% +1,301 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,538 shares; 2024Q4: 22,281 shares; 2025Q1: 25,567 shares; 2025Q2: 26,493 shares; 2025Q3: 28,378 shares; 2025Q4: 29,921 shares; 2026Q1: 33,207 shares 33,207 $1.09M 0.13% +3,286 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 89,696 shares; 2025Q1: 26,166 shares; 2025Q2: 23,199 shares; 2025Q3: 22,815 shares; 2025Q4: 21,973 shares; 2026Q1: 19,995 shares 19,995 $1.08M 0.13% -1,978 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,645 shares; 2026Q1: 33,833 shares 33,833 $1.08M 0.13% +23,188 Timeline UJAN 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: 24,382 shares; 2024Q4: 25,373 shares; 2025Q1: 29,244 shares; 2025Q2: 25,480 shares; 2025Q3: 25,271 shares; 2025Q4: 25,195 shares; 2026Q1: 24,879 shares 24,879 $1.08M 0.13% -316 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,151 shares; 2024Q4: 18,792 shares; 2025Q1: 19,990 shares; 2025Q2: 20,232 shares; 2025Q3: 21,963 shares; 2025Q4: 22,089 shares; 2026Q1: 18,655 shares 18,655 $1.08M 0.13% -3,434 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,712 shares; 2026Q1: 49,806 shares 49,806 $1.07M 0.13% +35,094 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 21,620 shares; 2025Q1: 21,059 shares; 2025Q2: 20,552 shares; 2025Q3: 21,158 shares; 2025Q4: 21,486 shares; 2026Q1: 19,436 shares 19,436 $1.06M 0.13% -2,050 Timeline AVSE 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: 5,767 shares; 2026Q1: 14,633 shares 14,633 $1.05M 0.13% +8,866 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: not reported; 2025Q4: 4,397 shares; 2026Q1: 5,933 shares 5,933 $1.03M 0.12% +1,536 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,175 shares; 2025Q1: 4,335 shares; 2025Q2: 4,430 shares; 2025Q3: 2,545 shares; 2025Q4: 2,556 shares; 2026Q1: 2,917 shares 2,917 $1.03M 0.12% +361 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 10,215 shares; 2026Q1: 23,773 shares 23,773 $1.03M 0.12% +13,558 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 4,806 shares; 2025Q1: 6,430 shares; 2025Q2: 6,609 shares; 2025Q3: 7,274 shares; 2025Q4: 9,144 shares; 2026Q1: 11,493 shares 11,493 $1.02M 0.12% +2,349 Timeline SCHX 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: 20,451 shares; 2024Q4: 19,313 shares; 2025Q1: 17,194 shares; 2025Q2: 34,165 shares; 2025Q3: 30,639 shares; 2025Q4: 26,075 shares; 2026Q1: 38,171 shares 38,171 $1.02M 0.12% +12,096 Timeline INTC INTEL CORP More: the full row for INTEL 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: 6,548 shares; 2025Q4: 14,716 shares; 2026Q1: 16,377 shares 16,377 $1.02M 0.12% +1,661 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 5,182 shares; 2025Q1: 7,379 shares; 2025Q2: 9,255 shares; 2025Q3: 9,831 shares; 2025Q4: 9,897 shares; 2026Q1: 12,741 shares 12,741 $1.01M 0.12% +2,844 Timeline TRUT 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: 29,832 shares; 2026Q1: 39,378 shares 39,378 $1M 0.12% +9,546 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,381 shares; 2026Q1: 20,341 shares 20,341 $1M 0.12% +4,960 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 6,994 shares; 2025Q1: 7,682 shares; 2025Q2: 8,266 shares; 2025Q3: 9,208 shares; 2025Q4: 10,372 shares; 2026Q1: 20,039 shares 20,039 $997K 0.12% +9,667 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,560 shares; 2025Q3: 6,083 shares; 2025Q4: 5,618 shares; 2026Q1: 7,272 shares 7,272 $994K 0.12% +1,654 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,738 shares; 2025Q1: 7,802 shares; 2025Q2: 8,063 shares; 2025Q3: 8,912 shares; 2025Q4: 9,315 shares; 2026Q1: 10,246 shares 10,246 $993K 0.12% +931 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 28,369 shares; 2025Q1: 36,131 shares; 2025Q2: 45,850 shares; 2025Q3: 47,213 shares; 2025Q4: 40,833 shares; 2026Q1: 28,729 shares 28,729 $988K 0.12% -12,104 Timeline MSMR 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: 16,460 shares; 2025Q2: 11,465 shares; 2025Q3: 11,549 shares; 2025Q4: 24,910 shares; 2026Q1: 28,409 shares 28,409 $976K 0.12% +3,499 Timeline DSMC 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: 13,464 shares; 2024Q4: 14,214 shares; 2025Q1: 62,380 shares; 2025Q2: 62,058 shares; 2025Q3: 55,269 shares; 2025Q4: 49,722 shares; 2026Q1: 25,911 shares 25,911 $974K 0.12% -23,811 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 4,400 shares; 2025Q1: 4,187 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares 4,387 $973K 0.12% 0 Timeline DFAU 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: 20,462 shares 20,462 $963K 0.12% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,414 shares; 2025Q4: 1,555 shares; 2026Q1: 2,588 shares 2,588 $956K 0.12% +1,033 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,932 shares; 2025Q1: 11,771 shares; 2025Q2: 12,572 shares; 2025Q3: 14,947 shares; 2025Q4: 15,663 shares; 2026Q1: 16,988 shares 16,988 $946K 0.11% +1,325 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,913 shares; 2025Q1: 2,683 shares; 2025Q2: 2,642 shares; 2025Q3: 3,024 shares; 2025Q4: 3,379 shares; 2026Q1: 3,402 shares 3,402 $942K 0.11% +23 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 9,881 shares; 2025Q1: 10,019 shares; 2025Q2: 11,866 shares; 2025Q3: 6,611 shares; 2025Q4: 7,045 shares; 2026Q1: 7,319 shares 7,319 $937K 0.11% +274 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,108 shares; 2025Q3: 1,176 shares; 2025Q4: 1,314 shares; 2026Q1: 1,521 shares 1,521 $937K 0.11% +207 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,117 shares; 2026Q1: 21,774 shares 21,774 $934K 0.11% +13,657 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,724 shares; 2025Q3: 28,626 shares; 2025Q4: 33,535 shares; 2026Q1: 38,661 shares 38,661 $914K 0.11% +5,126 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 4,410 shares 4,410 $900K 0.11% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,857 shares; 2025Q3: 30,123 shares; 2025Q4: 32,062 shares; 2026Q1: 37,991 shares 37,991 $900K 0.11% +5,929 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 9,102 shares; 2025Q1: 9,418 shares; 2025Q2: 9,789 shares; 2025Q3: 7,723 shares; 2025Q4: 7,269 shares; 2026Q1: 9,444 shares 9,444 $889K 0.11% +2,175 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,234 shares; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,383 shares; 2025Q4: 2,660 shares; 2026Q1: 3,007 shares 3,007 $887K 0.11% +347 Timeline IUSB 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: 22,318 shares; 2024Q4: 22,721 shares; 2025Q1: 12,279 shares; 2025Q2: 11,476 shares; 2025Q3: 19,828 shares; 2025Q4: 18,415 shares; 2026Q1: 18,854 shares 18,854 $872K 0.1% +439 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,330 shares; 2025Q2: 21,571 shares; 2025Q3: 31,875 shares; 2025Q4: 30,829 shares; 2026Q1: 41,845 shares 41,845 $868K 0.1% +11,016 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,829 shares; 2025Q1: 2,843 shares; 2025Q2: 3,147 shares; 2025Q3: 3,470 shares; 2025Q4: 3,305 shares; 2026Q1: 3,551 shares 3,551 $868K 0.1% +246 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,945 shares; 2024Q4: 31,235 shares; 2025Q1: 28,809 shares; 2025Q2: 38,675 shares; 2025Q3: 34,226 shares; 2025Q4: 24,861 shares; 2026Q1: 18,056 shares 18,056 $863K 0.1% -6,805 Timeline EFV 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: 5,003 shares; 2025Q2: 11,442 shares; 2025Q3: 11,183 shares; 2025Q4: 11,149 shares; 2026Q1: 11,083 shares 11,083 $861K 0.1% -66 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,741 shares; 2025Q4: 30,660 shares; 2026Q1: 36,609 shares 36,609 $860K 0.1% +5,949 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,608 shares 12,608 $855K 0.1% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,460 shares; 2024Q4: 16,460 shares; 2025Q1: 16,460 shares; 2025Q2: 16,440 shares; 2025Q3: 17,064 shares; 2025Q4: 16,790 shares; 2026Q1: 16,694 shares 16,694 $855K 0.1% -96 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,725 shares; 2025Q1: 1,692 shares; 2025Q2: 1,750 shares; 2025Q3: 1,716 shares; 2025Q4: 2,406 shares; 2026Q1: 2,437 shares 2,437 $853K 0.1% +31 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 79,822 shares; 2025Q1: 5,830 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,630 shares; 2026Q1: 8,276 shares 8,276 $832K 0.1% +2,646 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,927 shares; 2025Q3: 3,660 shares; 2025Q4: 3,457 shares; 2026Q1: 3,536 shares 3,536 $831K 0.1% +79 Timeline AVES 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: 4,774 shares; 2026Q1: 13,047 shares 13,047 $827K 0.1% +8,273 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,114 shares; 2025Q4: 5,385 shares; 2026Q1: 16,473 shares 16,473 $827K 0.1% +11,088 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,158 shares; 2025Q1: 1,276 shares; 2025Q2: 1,851 shares; 2025Q3: 2,114 shares; 2025Q4: 2,039 shares; 2026Q1: 2,051 shares 2,051 $826K 0.1% +12 Timeline GPZ 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: 19,831 shares; 2025Q4: 30,434 shares; 2026Q1: 38,483 shares 38,483 $825K 0.1% +8,049 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 16,159 shares; 2025Q1: 17,074 shares; 2025Q2: 16,927 shares; 2025Q3: 18,246 shares; 2025Q4: 11,328 shares; 2026Q1: 10,773 shares 10,773 $823K 0.1% -555 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 875 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 829 shares; 2025Q4: 1,496 shares; 2026Q1: 1,572 shares 1,572 $818K 0.1% +76 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 832 shares; 2026Q1: 1,223 shares 1,223 $809K 0.1% +391 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,276 shares; 2025Q2: 19,196 shares; 2025Q3: 17,848 shares; 2025Q4: 13,485 shares; 2026Q1: 8,832 shares 8,832 $805K 0.1% -4,653 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,590 shares 16,590 $794K 0.1% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,187 shares; 2025Q1: 1,306 shares; 2025Q2: 1,394 shares; 2025Q3: 1,477 shares; 2025Q4: 1,613 shares; 2026Q1: 2,326 shares 2,326 $789K 0.09% +713 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,980 shares; 2025Q1: 49,990 shares; 2025Q2: 55,590 shares; 2025Q3: 67,415 shares; 2025Q4: 66,415 shares; 2026Q1: 61,230 shares 61,230 $778K 0.09% -5,185 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,055 shares; 2025Q1: 4,325 shares; 2025Q2: 4,662 shares; 2025Q3: 5,061 shares; 2025Q4: 4,152 shares; 2026Q1: 3,559 shares 3,559 $764K 0.09% -593 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,653 shares; 2025Q1: 1,675 shares; 2025Q2: 1,673 shares; 2025Q3: 1,672 shares; 2025Q4: 1,996 shares; 2026Q1: 1,965 shares 1,965 $760K 0.09% -31 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 18,050 shares; 2025Q1: 16,073 shares; 2025Q2: 15,716 shares; 2025Q3: 15,129 shares; 2025Q4: 13,143 shares; 2026Q1: 11,165 shares 11,165 $756K 0.09% -1,978 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,369 shares; 2025Q2: 66,618 shares; 2025Q3: 66,696 shares; 2025Q4: 59,220 shares; 2026Q1: 65,702 shares 65,702 $754K 0.09% +6,482 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 19,188 shares; 2025Q1: 19,155 shares; 2025Q2: 19,931 shares; 2025Q3: 10,359 shares; 2025Q4: 10,268 shares; 2026Q1: 9,705 shares 9,705 $744K 0.09% -563 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 4,247 shares; 2025Q1: 4,076 shares; 2025Q2: 6,201 shares; 2025Q3: 6,386 shares; 2025Q4: 6,425 shares; 2026Q1: 7,455 shares 7,455 $740K 0.09% +1,030 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 8,120 shares; 2025Q1: 5,069 shares; 2025Q2: 4,411 shares; 2025Q3: 12,243 shares; 2025Q4: 11,405 shares; 2026Q1: 12,040 shares 12,040 $737K 0.09% +635 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 14,133 shares; 2025Q1: 13,687 shares; 2025Q2: 13,980 shares; 2025Q3: 3,287 shares; 2025Q4: 3,630 shares; 2026Q1: 3,765 shares 3,765 $737K 0.09% +135 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,751 shares; 2026Q1: 4,875 shares 4,875 $725K 0.09% +124 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,623 shares 5,623 $725K 0.09% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,159 shares; 2025Q3: 3,491 shares; 2025Q4: 2,521 shares; 2026Q1: 2,825 shares 2,825 $725K 0.09% +304 Timeline APRW 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: 21,828 shares; 2024Q4: 21,521 shares; 2025Q1: 21,519 shares; 2025Q2: 21,214 shares; 2025Q3: 20,014 shares; 2025Q4: 20,014 shares; 2026Q1: 20,006 shares 20,006 $720K 0.09% -8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 5,359 shares; 2025Q1: 5,973 shares; 2025Q2: 6,555 shares; 2025Q3: 7,461 shares; 2025Q4: 7,493 shares; 2026Q1: 7,105 shares 7,105 $713K 0.09% -388 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,994 shares 27,994 $710K 0.09% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,223 shares; 2024Q4: not reported; 2025Q1: 14,223 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,140 shares 6,140 $706K 0.09% +135 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 8,489 shares; 2025Q1: 6,317 shares; 2025Q2: 5,373 shares; 2025Q3: 14,996 shares; 2025Q4: 14,505 shares; 2026Q1: 14,625 shares 14,625 $702K 0.08% +120 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,708 shares; 2025Q3: 14,740 shares; 2025Q4: 34,818 shares; 2026Q1: 41,815 shares 41,815 $701K 0.08% +6,997 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,241 shares; 2025Q1: 2,453 shares; 2025Q2: 2,526 shares; 2025Q3: 2,642 shares; 2025Q4: 2,751 shares; 2026Q1: 3,265 shares 3,265 $698K 0.08% +514 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,434 shares; 2025Q1: 4,359 shares; 2025Q2: 4,463 shares; 2025Q3: 4,413 shares; 2025Q4: 4,673 shares; 2026Q1: 5,229 shares 5,229 $690K 0.08% +556 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 66,070 shares; 2025Q1: 56,255 shares; 2025Q2: 56,719 shares; 2025Q3: 56,719 shares; 2025Q4: 32,859 shares; 2026Q1: 51,074 shares 51,074 $688K 0.08% +18,215 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: 22,536 shares; 2024Q4: 29,596 shares; 2025Q1: 31,918 shares; 2025Q2: 32,568 shares; 2025Q3: 33,522 shares; 2025Q4: 36,304 shares; 2026Q1: 39,920 shares 39,920 $678K 0.08% +3,616 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 29,888 shares; 2025Q1: 34,530 shares; 2025Q2: 37,035 shares; 2025Q3: 45,282 shares; 2025Q4: 51,180 shares; 2026Q1: 55,796 shares 55,796 $676K 0.08% +4,616 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,234 shares; 2025Q3: 28,851 shares; 2025Q4: 29,016 shares; 2026Q1: 35,809 shares 35,809 $670K 0.08% +6,793 Timeline IWF 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: 1,131 shares; 2024Q4: 1,164 shares; 2025Q1: 1,041 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,321 shares; 2026Q1: 1,491 shares 1,491 $665K 0.08% +170 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,364 shares; 2025Q4: 4,744 shares; 2026Q1: 3,860 shares 3,860 $661K 0.08% -884 Timeline HYG 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: 11,460 shares; 2024Q4: 11,298 shares; 2025Q1: 5,782 shares; 2025Q2: 6,578 shares; 2025Q3: 7,160 shares; 2025Q4: 7,983 shares; 2026Q1: 8,168 shares 8,168 $653K 0.08% +185 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,914 shares; 2025Q4: 6,259 shares; 2026Q1: 6,384 shares 6,384 $641K 0.08% +125 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 9,229 shares; 2025Q1: 8,428 shares; 2025Q2: 8,650 shares; 2025Q3: 9,162 shares; 2025Q4: 9,193 shares; 2026Q1: 3,167 shares 3,167 $638K 0.08% -6,026 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 5,193 shares; 2025Q1: 5,954 shares; 2025Q2: 6,164 shares; 2025Q3: 6,645 shares; 2025Q4: 7,028 shares; 2026Q1: 7,639 shares 7,639 $635K 0.08% +611 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,421 shares; 2025Q1: 5,138 shares; 2025Q2: 5,693 shares; 2025Q3: 6,974 shares; 2025Q4: 6,925 shares; 2026Q1: 7,266 shares 7,266 $634K 0.08% +341 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,313 shares; 2026Q1: 4,358 shares 4,358 $632K 0.08% +45 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 4,793 shares; 2025Q1: 6,585 shares; 2025Q2: 7,212 shares; 2025Q3: 7,305 shares; 2025Q4: 6,467 shares; 2026Q1: 5,547 shares 5,547 $630K 0.08% -920 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 727 shares; 2025Q3: 773 shares; 2025Q4: 824 shares; 2026Q1: 850 shares 850 $628K 0.08% +26 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 568 shares; 2025Q3: 588 shares; 2025Q4: 612 shares; 2026Q1: 631 shares 631 $625K 0.08% +19 Timeline RWL 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: 5,245 shares; 2024Q4: 5,245 shares; 2025Q1: 5,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,245 shares; 2026Q1: 5,245 shares 5,245 $621K 0.07% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,420 shares; 2025Q2: 37,707 shares; 2025Q3: 37,356 shares; 2025Q4: 37,312 shares; 2026Q1: 25,602 shares 25,602 $620K 0.07% -11,710 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 13,479 shares; 2025Q1: 13,577 shares; 2025Q2: 13,852 shares; 2025Q3: 13,329 shares; 2025Q4: 11,373 shares; 2026Q1: 10,827 shares 10,827 $620K 0.07% -546 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,441 shares 2,441 $614K 0.07% new Timeline JEPI 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: 3,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,520 shares 10,520 $607K 0.07% new Timeline DFAI 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: 14,767 shares 14,767 $605K 0.07% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 5,351 shares; 2025Q1: 5,072 shares; 2025Q2: 5,028 shares; 2025Q3: 3,887 shares; 2025Q4: 5,677 shares; 2026Q1: 5,672 shares 5,672 $604K 0.07% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 7,901 shares 7,901 $598K 0.07% +3,575 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: 1,123 shares; 2024Q4: 1,131 shares; 2025Q1: 1,133 shares; 2025Q2: 1,131 shares; 2025Q3: 1,121 shares; 2025Q4: 1,127 shares; 2026Q1: 1,109 shares 1,109 $594K 0.07% -18 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,988 shares; 2025Q1: 3,243 shares; 2025Q2: 3,407 shares; 2025Q3: 6,395 shares; 2025Q4: 6,029 shares; 2026Q1: 5,830 shares 5,830 $593K 0.07% -199 Timeline KLAC KLA CORP More: the full row for KLA 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: 341 shares 341 $591K 0.07% new 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: 2,389 shares; 2024Q4: 2,654 shares; 2025Q1: 3,159 shares; 2025Q2: 3,281 shares; 2025Q3: 3,430 shares; 2025Q4: 3,757 shares; 2026Q1: 4,423 shares 4,423 $590K 0.07% +666 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,455 shares; 2025Q1: 6,122 shares; 2025Q2: 6,167 shares; 2025Q3: 7,168 shares; 2025Q4: 7,792 shares; 2026Q1: 9,166 shares 9,166 $588K 0.07% +1,374 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: not reported; 2026Q1: 12,132 shares 12,132 $582K 0.07% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,439 shares; 2025Q1: 3,463 shares; 2025Q2: 5,538 shares; 2025Q3: 5,556 shares; 2025Q4: 5,591 shares; 2026Q1: 6,121 shares 6,121 $580K 0.07% +530 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 27,205 shares; 2025Q1: 29,588 shares; 2025Q2: 16,338 shares; 2025Q3: 22,510 shares; 2025Q4: 24,661 shares; 2026Q1: 47,658 shares 47,658 $578K 0.07% +22,997 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,013 shares; 2025Q1: 3,875 shares; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 4,502 shares; 2026Q1: 8,178 shares 8,178 $577K 0.07% +3,676 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 30,464 shares; 2025Q1: 27,624 shares; 2025Q2: 32,789 shares; 2025Q3: 16,054 shares; 2025Q4: 10,668 shares; 2026Q1: 8,500 shares 8,500 $576K 0.07% -2,168 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 2,543 shares; 2025Q1: 2,797 shares; 2025Q2: 3,141 shares; 2025Q3: 3,651 shares; 2025Q4: 3,857 shares; 2026Q1: 3,691 shares 3,691 $575K 0.07% -166 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 2,763 shares; 2025Q1: 2,706 shares; 2025Q2: 2,836 shares; 2025Q3: 2,724 shares; 2025Q4: 2,621 shares; 2026Q1: 2,582 shares 2,582 $575K 0.07% -39 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,689 shares; 2025Q2: 1,502 shares; 2025Q3: 2,617 shares; 2025Q4: 2,590 shares; 2026Q1: 2,653 shares 2,653 $568K 0.07% +63 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,008 shares 9,008 $567K 0.07% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,856 shares; 2025Q1: 11,571 shares; 2025Q2: 11,041 shares; 2025Q3: 11,154 shares; 2025Q4: 11,258 shares; 2026Q1: 11,360 shares 11,360 $567K 0.07% +102 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 14,256 shares; 2025Q1: 13,581 shares; 2025Q2: 13,521 shares; 2025Q3: 2,489 shares; 2025Q4: 2,244 shares; 2026Q1: 2,452 shares 2,452 $563K 0.07% +208 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,046 shares; 2025Q1: 80,912 shares; 2025Q2: 84,672 shares; 2025Q3: 75,039 shares; 2025Q4: 66,842 shares; 2026Q1: 29,476 shares 29,476 $562K 0.07% -37,366 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 5,395 shares; 2026Q1: 6,524 shares 6,524 $561K 0.07% +1,129 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 8,665 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 12,063 shares 12,063 $560K 0.07% +1,818 Timeline JAAA 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: 11,665 shares; 2024Q4: 18,808 shares; 2025Q1: 16,959 shares; 2025Q2: 17,544 shares; 2025Q3: 17,278 shares; 2025Q4: 20,554 shares; 2026Q1: 10,960 shares 10,960 $553K 0.07% -9,594 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,806 shares; 2025Q1: 1,633 shares; 2025Q2: 1,972 shares; 2025Q3: 1,808 shares; 2025Q4: 1,910 shares; 2026Q1: 2,705 shares 2,705 $548K 0.07% +795 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,249 shares; 2025Q1: 5,714 shares; 2025Q2: 5,043 shares; 2025Q3: 5,114 shares; 2025Q4: 5,012 shares; 2026Q1: 4,530 shares 4,530 $547K 0.07% -482 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,512 shares; 2025Q1: 367 shares; 2025Q2: 5,560 shares; 2025Q3: 5,706 shares; 2025Q4: 5,815 shares; 2026Q1: 5,855 shares 5,855 $545K 0.07% +40 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 668 shares; 2025Q1: 846 shares; 2025Q2: 937 shares; 2025Q3: 1,173 shares; 2025Q4: 1,218 shares; 2026Q1: 1,260 shares 1,260 $539K 0.06% +42 Timeline GLNK GRAYSCALE CHAINLINK TR ETF More: the full row for GRAYSCALE CHAINLINK TR 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: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 65,009 shares 65,009 $529K 0.06% +40,009 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,000 shares; 2024Q4: 560,000 shares; 2025Q1: 560,000 shares; 2025Q2: 560,000 shares; 2025Q3: 560,000 shares; 2025Q4: 560,000 shares; 2026Q1: 70,626 shares 70,626 $528K 0.06% -489,374 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,507 shares; 2024Q4: 22,583 shares; 2025Q1: 23,128 shares; 2025Q2: 21,689 shares; 2025Q3: 32,780 shares; 2025Q4: 46,787 shares; 2026Q1: 50,162 shares 50,162 $526K 0.06% +3,375 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 917 shares; 2025Q1: 1,429 shares; 2025Q2: 1,044 shares; 2025Q3: 1,179 shares; 2025Q4: 1,262 shares; 2026Q1: 1,202 shares 1,202 $525K 0.06% -60 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,649 shares; 2025Q4: 1,548 shares; 2026Q1: 1,932 shares 1,932 $524K 0.06% +384 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,101 shares; 2024Q4: 11,227 shares; 2025Q1: 11,129 shares; 2025Q2: 11,121 shares; 2025Q3: 10,951 shares; 2025Q4: 11,187 shares; 2026Q1: 11,282 shares 11,282 $524K 0.06% +95 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: 4,978 shares; 2025Q3: 6,817 shares; 2025Q4: 7,019 shares; 2026Q1: 8,099 shares 8,099 $523K 0.06% +1,080 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,605 shares; 2024Q4: 15,470 shares; 2025Q1: 15,244 shares; 2025Q2: 2,672 shares; 2025Q3: 2,825 shares; 2025Q4: 3,107 shares; 2026Q1: 2,986 shares 2,986 $522K 0.06% -121 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,429 shares; 2025Q1: 2,826 shares; 2025Q2: 2,801 shares; 2025Q3: 2,863 shares; 2025Q4: 4,695 shares; 2026Q1: 6,049 shares 6,049 $522K 0.06% +1,354 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES 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: 5,552 shares; 2025Q2: 6,633 shares; 2025Q3: 7,351 shares; 2025Q4: 7,291 shares; 2026Q1: 12,517 shares 12,517 $520K 0.06% +5,226 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: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,850 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares 4,910 $519K 0.06% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,005 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,401 shares; 2025Q4: 10,336 shares; 2026Q1: 10,336 shares 10,336 $509K 0.06% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,724 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,913 shares; 2025Q4: 2,002 shares; 2026Q1: 2,049 shares 2,049 $507K 0.06% +47 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,278 shares; 2025Q1: 14,839 shares; 2025Q2: 15,025 shares; 2025Q3: 14,905 shares; 2025Q4: 16,021 shares; 2026Q1: 18,139 shares 18,139 $507K 0.06% +2,118 Timeline SPYG 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: 5,527 shares; 2024Q4: 6,134 shares; 2025Q1: 5,415 shares; 2025Q2: 7,155 shares; 2025Q3: 5,698 shares; 2025Q4: 5,202 shares; 2026Q1: 4,858 shares 4,858 $506K 0.06% -344 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: 8,070 shares 8,070 $503K 0.06% new Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,666 shares 18,666 $501K 0.06% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,144 shares; 2025Q1: 1,553 shares; 2025Q2: 1,727 shares; 2025Q3: 1,981 shares; 2025Q4: 2,202 shares; 2026Q1: 1,870 shares 1,870 $500K 0.06% -332 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 708 shares; 2025Q1: 683 shares; 2025Q2: 789 shares; 2025Q3: 843 shares; 2025Q4: 876 shares; 2026Q1: 1,002 shares 1,002 $498K 0.06% +126 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: 5,721 shares; 2024Q4: 7,553 shares; 2025Q1: 7,018 shares; 2025Q2: 5,797 shares; 2025Q3: 5,229 shares; 2025Q4: 3,748 shares; 2026Q1: 2,608 shares 2,608 $497K 0.06% -1,140 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,308 shares; 2025Q4: 2,441 shares; 2026Q1: 3,856 shares 3,856 $496K 0.06% +1,415 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 337 shares 337 $495K 0.06% +85 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 977 shares; 2025Q4: 1,091 shares; 2026Q1: 1,813 shares 1,813 $492K 0.06% +722 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,390 shares; 2026Q1: 4,735 shares 4,735 $491K 0.06% +2,345 Timeline DISV 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: 12,084 shares; 2025Q3: 12,147 shares; 2025Q4: 12,120 shares; 2026Q1: 11,866 shares 11,866 $489K 0.06% -254 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,894 shares; 2025Q1: 2,484 shares; 2025Q2: 2,303 shares; 2025Q3: 1,856 shares; 2025Q4: 1,961 shares; 2026Q1: 2,037 shares 2,037 $486K 0.06% +76 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,284 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares; 2026Q1: 6,339 shares 6,339 $486K 0.06% +3,207 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,190 shares; 2025Q2: 1,406 shares; 2025Q3: 1,525 shares; 2025Q4: 1,833 shares; 2026Q1: 1,681 shares 1,681 $482K 0.06% -152 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,007 shares; 2025Q1: 2,319 shares; 2025Q2: 2,257 shares; 2025Q3: 2,113 shares; 2025Q4: 2,092 shares; 2026Q1: 2,461 shares 2,461 $478K 0.06% +369 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 4,340 shares; 2025Q1: 4,676 shares; 2025Q2: 5,549 shares; 2025Q3: 2,176 shares; 2025Q4: 2,290 shares; 2026Q1: 2,896 shares 2,896 $478K 0.06% +606 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 2,871 shares; 2025Q1: 2,937 shares; 2025Q2: 3,229 shares; 2025Q3: 3,381 shares; 2025Q4: 3,516 shares; 2026Q1: 3,323 shares 3,323 $478K 0.06% -193 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,931 shares; 2025Q1: 2,908 shares; 2025Q2: 2,886 shares; 2025Q3: 2,697 shares; 2025Q4: 2,583 shares; 2026Q1: 2,549 shares 2,549 $474K 0.06% -34 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 2,842 shares; 2025Q4: 2,885 shares; 2026Q1: 2,977 shares 2,977 $474K 0.06% +92 Timeline GOVT 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: 18,639 shares; 2025Q4: 19,803 shares; 2026Q1: 20,604 shares 20,604 $471K 0.06% +801 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 21,562 shares; 2025Q3: 21,562 shares; 2025Q4: 21,562 shares; 2026Q1: 21,594 shares 21,594 $468K 0.06% +32 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,901 shares; 2025Q1: 5,871 shares; 2025Q2: 5,854 shares; 2025Q3: 5,843 shares; 2025Q4: 5,767 shares; 2026Q1: 5,862 shares 5,862 $465K 0.06% +95 Timeline USIG 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: 7,079 shares; 2025Q4: 8,277 shares; 2026Q1: 8,907 shares 8,907 $457K 0.05% +630 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,098 shares; 2025Q1: 1,232 shares; 2025Q2: 1,231 shares; 2025Q3: 4,243 shares; 2025Q4: 3,840 shares; 2026Q1: 2,062 shares 2,062 $457K 0.05% -1,778 Timeline AVGE 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: 3,210 shares; 2026Q1: 4,932 shares 4,932 $454K 0.05% +1,722 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,749 shares 3,749 $453K 0.05% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,549 shares; 2025Q1: 1,542 shares; 2025Q2: 1,220 shares; 2025Q3: 1,423 shares; 2025Q4: 1,429 shares; 2026Q1: 1,625 shares 1,625 $445K 0.05% +196 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,916 shares; 2025Q2: 69,728 shares; 2025Q3: 69,226 shares; 2025Q4: 61,376 shares; 2026Q1: 78,541 shares 78,541 $441K 0.05% +17,165 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: 6,447 shares; 2025Q3: 5,759 shares; 2025Q4: 7,107 shares; 2026Q1: 6,460 shares 6,460 $440K 0.05% -647 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,363 shares; 2024Q4: 66,253 shares; 2025Q1: 61,906 shares; 2025Q2: 67,798 shares; 2025Q3: 51,713 shares; 2025Q4: 33,054 shares; 2026Q1: 18,738 shares 18,738 $437K 0.05% -14,316 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares; 2026Q1: 9,862 shares 9,862 $432K 0.05% +4,164 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares 722 $432K 0.05% new 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: 3,822 shares; 2024Q4: 3,778 shares; 2025Q1: 3,646 shares; 2025Q2: 3,272 shares; 2025Q3: not reported; 2025Q4: 5,235 shares; 2026Q1: 5,842 shares 5,842 $431K 0.05% +607 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,774 shares; 2025Q2: 7,085 shares; 2025Q3: 7,744 shares; 2025Q4: 7,557 shares; 2026Q1: 5,822 shares 5,822 $429K 0.05% -1,735 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,878 shares; 2025Q4: 1,942 shares; 2026Q1: 1,963 shares 1,963 $427K 0.05% +21 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 16,991 shares; 2026Q1: 16,225 shares 16,225 $426K 0.05% -766 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 13,395 shares; 2025Q1: 11,896 shares; 2025Q2: 10,850 shares; 2025Q3: 9,116 shares; 2025Q4: 5,937 shares; 2026Q1: 4,282 shares 4,282 $421K 0.05% -1,655 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,833 shares; 2025Q1: 2,318 shares; 2025Q2: 3,402 shares; 2025Q3: 3,643 shares; 2025Q4: 3,845 shares; 2026Q1: 2,332 shares 2,332 $420K 0.05% -1,513 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING 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: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 35,799 shares 35,799 $410K 0.05% +10,799 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 5,238 shares; 2025Q1: 5,376 shares; 2025Q2: 5,189 shares; 2025Q3: 5,510 shares; 2025Q4: 6,304 shares; 2026Q1: 8,645 shares 8,645 $410K 0.05% +2,341 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 12,883 shares; 2025Q1: 12,810 shares; 2025Q2: 12,778 shares; 2025Q3: 12,478 shares; 2025Q4: 2,472 shares; 2026Q1: 2,653 shares 2,653 $409K 0.05% +181 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,837 shares; 2026Q1: 22,698 shares 22,698 $409K 0.05% -139 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,277 shares; 2025Q1: 3,408 shares; 2025Q2: 3,371 shares; 2025Q3: 3,438 shares; 2025Q4: 3,443 shares; 2026Q1: 3,685 shares 3,685 $408K 0.05% +242 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $406K 0.05% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,704 shares; 2026Q1: 5,704 shares 5,704 $405K 0.05% 0 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,296 shares; 2025Q2: 17,952 shares; 2025Q3: 17,427 shares; 2025Q4: 16,262 shares; 2026Q1: 9,788 shares 9,788 $404K 0.05% -6,474 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 6,140 shares; 2025Q1: 6,323 shares; 2025Q2: 6,828 shares; 2025Q3: 6,316 shares; 2025Q4: 6,347 shares; 2026Q1: 6,888 shares 6,888 $404K 0.05% +541 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,276 shares; 2025Q1: 4,766 shares; 2025Q2: 4,786 shares; 2025Q3: 4,409 shares; 2025Q4: 4,788 shares; 2026Q1: 5,607 shares 5,607 $402K 0.05% +819 Timeline DUHP 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: 10,562 shares 10,562 $401K 0.05% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,956 shares; 2025Q3: 10,315 shares; 2025Q4: 7,586 shares; 2026Q1: 7,063 shares 7,063 $398K 0.05% -523 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 9,832 shares; 2025Q1: 8,813 shares; 2025Q2: 12,172 shares; 2025Q3: 10,623 shares; 2025Q4: 10,061 shares; 2026Q1: 10,061 shares 10,061 $395K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,778 shares; 2025Q1: 1,607 shares; 2025Q2: 1,747 shares; 2025Q3: 1,712 shares; 2025Q4: 1,854 shares; 2026Q1: 2,080 shares 2,080 $395K 0.05% +226 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,632 shares; 2025Q1: 3,285 shares; 2025Q2: 3,507 shares; 2025Q3: 3,031 shares; 2025Q4: 3,320 shares; 2026Q1: 3,269 shares 3,269 $394K 0.05% -51 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 6,359 shares; 2026Q1: 8,412 shares 8,412 $390K 0.05% +2,053 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,086 shares; 2025Q4: 982 shares; 2026Q1: 1,007 shares 1,007 $389K 0.05% +25 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,949 shares 6,949 $386K 0.05% new 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: 15,997 shares; 2024Q4: 15,493 shares; 2025Q1: 15,522 shares; 2025Q2: 11,512 shares; 2025Q3: 11,474 shares; 2025Q4: 15,665 shares; 2026Q1: 17,858 shares 17,858 $383K 0.05% +2,193 Timeline DSTL 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: 20,974 shares; 2024Q4: 16,368 shares; 2025Q1: 11,480 shares; 2025Q2: 10,945 shares; 2025Q3: 10,945 shares; 2025Q4: 9,694 shares; 2026Q1: 6,627 shares 6,627 $382K 0.05% -3,067 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,698 shares; 2025Q1: 1,746 shares; 2025Q2: 1,750 shares; 2025Q3: 1,896 shares; 2025Q4: 1,747 shares; 2026Q1: 1,828 shares 1,828 $380K 0.05% +81 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 2,595 shares 2,595 $379K 0.05% +1,181 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,492 shares; 2025Q1: 4,617 shares; 2025Q2: 7,042 shares; 2025Q3: 7,139 shares; 2025Q4: 6,920 shares; 2026Q1: 6,092 shares 6,092 $375K 0.05% -828 Timeline UAUG 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: 13,377 shares; 2024Q4: 11,612 shares; 2025Q1: 7,364 shares; 2025Q2: 7,364 shares; 2025Q3: 9,441 shares; 2025Q4: 9,471 shares; 2026Q1: 9,270 shares 9,270 $374K 0.04% -201 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,832 shares; 2025Q1: 5,358 shares; 2025Q2: 5,896 shares; 2025Q3: 9,079 shares; 2025Q4: 8,103 shares; 2026Q1: 5,272 shares 5,272 $372K 0.04% -2,831 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,293 shares; 2024Q4: 135,693 shares; 2025Q1: 9,453 shares; 2025Q2: 8,744 shares; 2025Q3: 9,121 shares; 2025Q4: 8,658 shares; 2026Q1: 7,321 shares 7,321 $372K 0.04% -1,337 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: 8,692 shares; 2025Q1: 9,160 shares; 2025Q2: 9,074 shares; 2025Q3: 9,182 shares; 2025Q4: 5,481 shares; 2026Q1: 3,199 shares 3,199 $370K 0.04% -2,282 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,357 shares; 2025Q3: 11,140 shares; 2025Q4: 10,103 shares; 2026Q1: 12,064 shares 12,064 $370K 0.04% +1,961 Timeline JPST 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: 4,615 shares; 2025Q2: 4,679 shares; 2025Q3: 4,710 shares; 2025Q4: 7,286 shares; 2026Q1: 7,309 shares 7,309 $369K 0.04% +23 Timeline EWJ 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: 2,883 shares; 2026Q1: 4,176 shares 4,176 $368K 0.04% +1,293 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: 1,027 shares; 2025Q2: 1,101 shares; 2025Q3: 1,244 shares; 2025Q4: 1,361 shares; 2026Q1: 1,404 shares 1,404 $366K 0.04% +43 Timeline IWM 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: 25,059 shares; 2025Q4: 1,001 shares; 2026Q1: 1,399 shares 1,399 $366K 0.04% +398 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: 3,254 shares; 2024Q4: 3,263 shares; 2025Q1: 3,155 shares; 2025Q2: 3,163 shares; 2025Q3: 3,131 shares; 2025Q4: 2,943 shares; 2026Q1: 2,987 shares 2,987 $362K 0.04% +44 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,045 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,060 shares 3,060 $357K 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,460 shares 4,460 $354K 0.04% new Timeline BSJS 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: 16,192 shares 16,192 $353K 0.04% new Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,118 shares; 2024Q4: 16,596 shares; 2025Q1: 16,596 shares; 2025Q2: 16,616 shares; 2025Q3: 16,611 shares; 2025Q4: 16,596 shares; 2026Q1: 17,612 shares 17,612 $351K 0.04% +1,016 Timeline AVUV 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: 1,867 shares; 2026Q1: 3,038 shares 3,038 $349K 0.04% +1,171 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,265 shares; 2025Q2: 25,706 shares; 2025Q3: 24,239 shares; 2025Q4: 20,395 shares; 2026Q1: 11,379 shares 11,379 $348K 0.04% -9,016 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,727 shares 8,727 $346K 0.04% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,476 shares 3,476 $345K 0.04% new Timeline NVBT 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: 9,002 shares; 2026Q1: 9,290 shares 9,290 $343K 0.04% +288 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,666 shares 6,666 $343K 0.04% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,743 shares; 2025Q4: 10,277 shares; 2026Q1: 12,857 shares 12,857 $339K 0.04% +2,580 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,147 shares; 2025Q4: 1,182 shares; 2026Q1: 1,127 shares 1,127 $335K 0.04% -55 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: 6,288 shares; 2024Q4: 6,351 shares; 2025Q1: 5,491 shares; 2025Q2: 7,100 shares; 2025Q3: 6,176 shares; 2025Q4: 5,929 shares; 2026Q1: 5,770 shares 5,770 $335K 0.04% -159 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,418 shares; 2025Q1: 1,272 shares; 2025Q2: 1,269 shares; 2025Q3: 1,285 shares; 2025Q4: 1,360 shares; 2026Q1: 1,366 shares 1,366 $332K 0.04% +6 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: 14,923 shares 14,923 $328K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 1,686 shares; 2026Q1: 1,696 shares 1,696 $327K 0.04% +10 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 994 shares; 2025Q1: 1,150 shares; 2025Q2: 1,185 shares; 2025Q3: 1,277 shares; 2025Q4: 1,462 shares; 2026Q1: 1,730 shares 1,730 $326K 0.04% +268 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,338 shares; 2025Q2: 13,956 shares; 2025Q3: 13,420 shares; 2025Q4: 13,121 shares; 2026Q1: 7,981 shares 7,981 $326K 0.04% -5,140 Timeline MAYT 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: 11,068 shares; 2024Q4: 10,354 shares; 2025Q1: 9,454 shares; 2025Q2: 12,584 shares; 2025Q3: 11,483 shares; 2025Q4: 8,758 shares; 2026Q1: 8,628 shares 8,628 $326K 0.04% -130 Timeline SPDW 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: 6,209 shares; 2025Q3: 7,530 shares; 2025Q4: 7,115 shares; 2026Q1: 6,704 shares 6,704 $323K 0.04% -411 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,006 shares; 2025Q3: 6,671 shares; 2025Q4: 6,669 shares; 2026Q1: 6,525 shares 6,525 $321K 0.04% -144 Timeline JULH 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: 11,445 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 13,269 shares; 2025Q3: 12,816 shares; 2025Q4: 12,616 shares; 2026Q1: 12,886 shares 12,886 $320K 0.04% +270 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,470 shares; 2025Q4: 5,307 shares; 2026Q1: 5,996 shares 5,996 $320K 0.04% +689 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 8,044 shares; 2025Q1: 7,663 shares; 2025Q2: 7,425 shares; 2025Q3: 6,979 shares; 2025Q4: 5,634 shares; 2026Q1: 5,623 shares 5,623 $319K 0.04% -11 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares; 2026Q1: 21,011 shares 21,011 $319K 0.04% +9,995 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: 6,982 shares; 2025Q3: 7,185 shares; 2025Q4: 7,184 shares; 2026Q1: 7,175 shares 7,175 $318K 0.04% -9 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,573 shares; 2025Q1: 324 shares; 2025Q2: 441 shares; 2025Q3: 536 shares; 2025Q4: 2,291 shares; 2026Q1: 3,805 shares 3,805 $317K 0.04% +1,514 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: 1,251 shares; 2026Q1: 1,426 shares 1,426 $316K 0.04% +175 Timeline SPTM 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: 2,744 shares; 2025Q4: 3,580 shares; 2026Q1: 3,821 shares 3,821 $316K 0.04% +241 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,702 shares; 2025Q1: 1,614 shares; 2025Q2: 1,668 shares; 2025Q3: 3,046 shares; 2025Q4: 2,984 shares; 2026Q1: 1,404 shares 1,404 $316K 0.04% -1,580 Timeline BUFQ 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: 7,805 shares; 2024Q4: 6,765 shares; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,680 shares; 2025Q4: 9,130 shares; 2026Q1: 8,625 shares 8,625 $315K 0.04% -505 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 657 shares; 2025Q4: 572 shares; 2026Q1: 536 shares 536 $314K 0.04% -36 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,965 shares; 2025Q4: 8,645 shares; 2026Q1: 8,595 shares 8,595 $310K 0.04% -50 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: 21,951 shares; 2024Q4: 20,016 shares; 2025Q1: 14,980 shares; 2025Q2: 14,980 shares; 2025Q3: 13,843 shares; 2025Q4: 12,567 shares; 2026Q1: 12,442 shares 12,442 $309K 0.04% -125 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 4,273 shares; 2025Q3: 4,930 shares; 2025Q4: 3,612 shares; 2026Q1: 3,185 shares 3,185 $308K 0.04% -427 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: 9,966 shares; 2025Q4: 12,063 shares; 2026Q1: 13,187 shares 13,187 $305K 0.04% +1,124 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,829 shares; 2025Q3: 5,832 shares; 2025Q4: 5,915 shares; 2026Q1: 6,809 shares 6,809 $304K 0.04% +894 Timeline DFAE 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: 8,403 shares 8,403 $303K 0.04% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares 2,589 $301K 0.04% new Timeline APRT 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: 10,559 shares; 2024Q4: 10,084 shares; 2025Q1: 9,584 shares; 2025Q2: 9,434 shares; 2025Q3: 7,684 shares; 2025Q4: 7,624 shares; 2026Q1: 6,852 shares 6,852 $299K 0.04% -772 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 578 shares; 2025Q1: 573 shares; 2025Q2: 663 shares; 2025Q3: 782 shares; 2025Q4: 411 shares; 2026Q1: 443 shares 443 $298K 0.04% +32 Timeline QLD 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: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $297K 0.04% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 823 shares 823 $297K 0.04% new Timeline BFEB 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: 7,153 shares; 2025Q2: 6,397 shares; 2025Q3: 6,397 shares; 2025Q4: 6,397 shares; 2026Q1: 6,000 shares 6,000 $296K 0.04% -397 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,872 shares; 2025Q4: 2,294 shares; 2026Q1: 3,030 shares 3,030 $295K 0.04% +736 Timeline DFGP 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: 5,401 shares 5,401 $293K 0.04% new Timeline BALT 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: 6,130 shares; 2026Q1: 8,654 shares 8,654 $292K 0.04% +2,524 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 3,653 shares; 2025Q4: 4,205 shares; 2026Q1: 4,212 shares 4,212 $292K 0.04% +7 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,674 shares; 2025Q1: 6,471 shares; 2025Q2: 6,353 shares; 2025Q3: 6,417 shares; 2025Q4: 6,257 shares; 2026Q1: 5,669 shares 5,669 $286K 0.03% -588 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 5,083 shares 5,083 $285K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,596 shares 4,596 $278K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,570 shares; 2026Q1: 2,704 shares 2,704 $276K 0.03% +134 Timeline JEPQ 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: not reported; 2026Q1: 4,781 shares 4,781 $275K 0.03% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 11,891 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 11,891 shares; 2025Q4: 11,891 shares; 2026Q1: 11,891 shares 11,891 $275K 0.03% 0 Timeline APOC 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: 15,187 shares; 2025Q2: 15,122 shares; 2025Q3: 15,286 shares; 2025Q4: 14,654 shares; 2026Q1: 10,464 shares 10,464 $272K 0.03% -4,190 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,791 shares; 2026Q1: 1,799 shares 1,799 $269K 0.03% +8 Timeline MUB 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: 26,265 shares; 2024Q4: 25,892 shares; 2025Q1: 22,560 shares; 2025Q2: 21,552 shares; 2025Q3: 19,712 shares; 2025Q4: 19,620 shares; 2026Q1: 2,502 shares 2,502 $267K 0.03% -17,118 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,349 shares; 2025Q2: 14,197 shares; 2025Q3: 14,225 shares; 2025Q4: 12,821 shares; 2026Q1: 9,129 shares 9,129 $267K 0.03% -3,692 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,013 shares; 2025Q4: 1,011 shares; 2026Q1: 1,018 shares 1,018 $266K 0.03% +7 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 8,928 shares; 2025Q1: 13,351 shares; 2025Q2: 12,482 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares; 2026Q1: 5,257 shares 5,257 $264K 0.03% -6,637 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 11,023 shares; 2025Q1: 10,674 shares; 2025Q2: 9,673 shares; 2025Q3: 8,295 shares; 2025Q4: 10,238 shares; 2026Q1: 6,948 shares 6,948 $264K 0.03% -3,290 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,749 shares 3,749 $261K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,567 shares; 2026Q1: 2,576 shares 2,576 $259K 0.03% +9 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK 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: 14,374 shares; 2025Q4: 14,516 shares; 2026Q1: 13,305 shares 13,305 $259K 0.03% -1,211 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,499 shares; 2025Q1: 1,207 shares; 2025Q2: 1,145 shares; 2025Q3: 1,029 shares; 2025Q4: 999 shares; 2026Q1: 1,032 shares 1,032 $259K 0.03% +33 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,333 shares; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 3,000 shares; 2025Q4: 3,065 shares; 2026Q1: 3,126 shares 3,126 $258K 0.03% +61 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,886 shares 6,886 $257K 0.03% new Timeline SSUS 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: 5,015 shares; 2024Q4: 5,769 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,456 shares; 2025Q4: 5,269 shares; 2026Q1: 5,269 shares 5,269 $257K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares; 2026Q1: 3,394 shares 3,394 $257K 0.03% +385 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,706 shares; 2025Q2: 24,766 shares; 2025Q3: 24,161 shares; 2025Q4: 24,161 shares; 2026Q1: 23,635 shares 23,635 $257K 0.03% -526 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,673 shares; 2026Q1: 1,357 shares 1,357 $257K 0.03% -316 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,597 shares; 2025Q1: 4,520 shares; 2025Q2: 4,013 shares; 2025Q3: 4,674 shares; 2025Q4: 4,584 shares; 2026Q1: 4,873 shares 4,873 $256K 0.03% +289 Timeline JANT 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: 5,464 shares; 2025Q3: 5,302 shares; 2025Q4: 5,317 shares; 2026Q1: 6,136 shares 6,136 $254K 0.03% +819 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 2,098 shares; 2026Q1: 2,128 shares 2,128 $252K 0.03% +30 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,764 shares; 2025Q1: 2,783 shares; 2025Q2: 2,965 shares; 2025Q3: 3,170 shares; 2025Q4: 2,529 shares; 2026Q1: 2,062 shares 2,062 $251K 0.03% -467 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,914 shares 2,914 $251K 0.03% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: 2,452 shares; 2025Q2: 2,429 shares; 2025Q3: 2,481 shares; 2025Q4: 2,456 shares; 2026Q1: 2,414 shares 2,414 $250K 0.03% -42 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 641 shares; 2025Q1: 674 shares; 2025Q2: 707 shares; 2025Q3: 729 shares; 2025Q4: 768 shares; 2026Q1: 799 shares 799 $249K 0.03% +31 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,081 shares; 2025Q1: 4,545 shares; 2025Q2: 4,685 shares; 2025Q3: 4,968 shares; 2025Q4: 4,428 shares; 2026Q1: 4,212 shares 4,212 $249K 0.03% -216 Timeline BSCV 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: 14,485 shares; 2026Q1: 14,847 shares 14,847 $245K 0.03% +362 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 8,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,282 shares; 2025Q4: 6,313 shares; 2026Q1: 6,109 shares 6,109 $242K 0.03% -204 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: not reported; 2026Q1: 3,305 shares 3,305 $241K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 1,877 shares; 2025Q3: 2,853 shares; 2025Q4: 3,184 shares; 2026Q1: 1,753 shares 1,753 $241K 0.03% -1,431 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,558 shares 4,558 $240K 0.03% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: 5,257 shares; 2025Q3: 6,394 shares; 2025Q4: 4,872 shares; 2026Q1: 4,915 shares 4,915 $239K 0.03% +43 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,279 shares; 2024Q4: 22,001 shares; 2025Q1: 20,850 shares; 2025Q2: 20,406 shares; 2025Q3: 19,541 shares; 2025Q4: 18,217 shares; 2026Q1: 20,307 shares 20,307 $239K 0.03% +2,090 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,020 shares; 2025Q4: 5,371 shares; 2026Q1: 5,618 shares 5,618 $238K 0.03% +247 Timeline QUAL 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: 3,234 shares; 2024Q4: 2,477 shares; 2025Q1: 1,596 shares; 2025Q2: 1,467 shares; 2025Q3: 1,339 shares; 2025Q4: 1,320 shares; 2026Q1: 1,191 shares 1,191 $238K 0.03% -129 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: 1,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $237K 0.03% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,068 shares 5,068 $237K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,549 shares 8,549 $236K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 2,225 shares; 2025Q3: 2,158 shares; 2025Q4: 2,171 shares; 2026Q1: 1,964 shares 1,964 $236K 0.03% -207 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 6,824 shares; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 7,359 shares; 2025Q4: 5,513 shares; 2026Q1: 5,541 shares 5,541 $235K 0.03% +28 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 2,113 shares; 2025Q3: 2,710 shares; 2025Q4: 2,568 shares; 2026Q1: 2,428 shares 2,428 $234K 0.03% -140 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,029 shares; 2025Q2: 20,801 shares; 2025Q3: 19,605 shares; 2025Q4: 13,897 shares; 2026Q1: 7,119 shares 7,119 $234K 0.03% -6,778 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,873 shares 1,873 $232K 0.03% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares; 2026Q1: 2,532 shares 2,532 $231K 0.03% +190 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 946 shares; 2025Q1: 2,172 shares; 2025Q2: 2,330 shares; 2025Q3: 898 shares; 2025Q4: 1,035 shares; 2026Q1: 485 shares 485 $231K 0.03% -550 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 419 shares; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 356 shares 356 $230K 0.03% +10 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: 4,447 shares; 2026Q1: 4,447 shares 4,447 $229K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 9,142 shares; 2025Q1: 8,916 shares; 2025Q2: 8,803 shares; 2025Q3: not reported; 2025Q4: 666 shares; 2026Q1: 698 shares 698 $229K 0.03% +32 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,795 shares; 2024Q4: 15,457 shares; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,187 shares; 2025Q4: 4,248 shares; 2026Q1: 4,299 shares 4,299 $228K 0.03% +51 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,697 shares 2,697 $228K 0.03% new Timeline MBB 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: 3,811 shares; 2024Q4: 4,060 shares; 2025Q1: 2,249 shares; 2025Q2: 2,592 shares; 2025Q3: 2,882 shares; 2025Q4: 2,461 shares; 2026Q1: 2,384 shares 2,384 $226K 0.03% -77 Timeline BUFR 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: 7,817 shares; 2024Q4: 9,012 shares; 2025Q1: 8,711 shares; 2025Q2: 8,743 shares; 2025Q3: 6,463 shares; 2025Q4: 6,491 shares; 2026Q1: 6,497 shares 6,497 $226K 0.03% +6 Timeline ITA 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: 37,989 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares 976 $224K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares 5,959 $224K 0.03% new 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: 8,667 shares 8,667 $223K 0.03% new Timeline INOV 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: 6,166 shares 6,166 $221K 0.03% new 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: 3,891 shares; 2024Q4: 4,659 shares; 2025Q1: 6,078 shares; 2025Q2: 5,089 shares; 2025Q3: 4,370 shares; 2025Q4: 3,439 shares; 2026Q1: 3,632 shares 3,632 $221K 0.03% +193 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,533 shares 3,533 $221K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 725 shares; 2025Q4: 717 shares; 2026Q1: 652 shares 652 $219K 0.03% -65 Timeline CGW 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: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $218K 0.03% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 3,881 shares 3,881 $217K 0.03% new Timeline FEBT 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: 5,606 shares 5,606 $217K 0.03% new Timeline FCTE ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,505 shares; 2025Q2: 24,990 shares; 2025Q3: 22,688 shares; 2025Q4: 15,742 shares; 2026Q1: 8,117 shares 8,117 $216K 0.03% -7,625 Timeline