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: 830,077 shares; 2024Q4: 840,352 shares; 2025Q1: 855,513 shares; 2025Q2: 883,828 shares; 2025Q3: 892,038 shares; 2025Q4: 861,450 shares; 2026Q1: 877,937 shares 877,937 $223M 2.96% +16,487 Timeline 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: 1,223,104 shares; 2024Q4: 1,217,143 shares; 2025Q1: 1,206,548 shares; 2025Q2: 1,269,375 shares; 2025Q3: 1,285,779 shares; 2025Q4: 1,259,430 shares; 2026Q1: 1,243,193 shares 1,243,193 $217M 2.88% -16,237 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: 238,490 shares; 2024Q4: 278,317 shares; 2025Q1: 243,052 shares; 2025Q2: 1,280,829 shares; 2025Q3: 1,277,269 shares; 2025Q4: 1,281,859 shares; 2026Q1: 1,254,747 shares 1,254,747 $156M 2.07% -27,112 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: 237,869 shares; 2024Q4: 243,217 shares; 2025Q1: 214,439 shares; 2025Q2: 172,387 shares; 2025Q3: 192,842 shares; 2025Q4: 229,540 shares; 2026Q1: 233,462 shares 233,462 $152M 2.03% +3,922 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: 18,766 shares; 2024Q4: 27,382 shares; 2025Q1: 30,630 shares; 2025Q2: 23,022 shares; 2025Q3: 23,501 shares; 2025Q4: 24,469 shares; 2026Q1: 229,657 shares 229,657 $126M 1.68% +205,188 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: 103,651 shares; 2024Q4: 151,891 shares; 2025Q1: 141,225 shares; 2025Q2: 170,140 shares; 2025Q3: 173,122 shares; 2025Q4: 205,563 shares; 2026Q1: 188,330 shares 188,330 $122M 1.63% -17,233 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: 253,363 shares; 2024Q4: 264,271 shares; 2025Q1: 250,367 shares; 2025Q2: 276,784 shares; 2025Q3: 279,855 shares; 2025Q4: 278,480 shares; 2026Q1: 304,801 shares 304,801 $113M 1.5% +26,321 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: 511,650 shares; 2024Q4: 537,622 shares; 2025Q1: 511,691 shares; 2025Q2: 512,204 shares; 2025Q3: 525,584 shares; 2025Q4: 524,477 shares; 2026Q1: 538,299 shares 538,299 $112M 1.49% +13,822 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: 157,615 shares; 2024Q4: 127,570 shares; 2025Q1: 163,078 shares; 2025Q2: 167,053 shares; 2025Q3: 163,703 shares; 2025Q4: 159,131 shares; 2026Q1: 162,844 shares 162,844 $94M 1.25% +3,713 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: 226,871 shares; 2024Q4: 218,492 shares; 2025Q1: 225,142 shares; 2025Q2: 260,422 shares; 2025Q3: 257,829 shares; 2025Q4: 260,809 shares; 2026Q1: 265,464 shares 265,464 $76.3M 1.01% +4,655 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: 24,764 shares; 2024Q4: 253,557 shares; 2025Q1: 235,615 shares; 2025Q2: 235,684 shares; 2025Q3: 233,057 shares; 2025Q4: 234,019 shares; 2026Q1: 227,280 shares 227,280 $70.3M 0.94% -6,739 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: 72,586 shares; 2024Q4: 78,190 shares; 2025Q1: 83,200 shares; 2025Q2: 124,123 shares; 2025Q3: 132,758 shares; 2025Q4: 187,798 shares; 2026Q1: 216,463 shares 216,463 $69.4M 0.92% +28,665 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: 151,477 shares; 2024Q4: 163,642 shares; 2025Q1: 160,543 shares; 2025Q2: 176,168 shares; 2025Q3: 173,887 shares; 2025Q4: 171,900 shares; 2026Q1: 178,106 shares 178,106 $52.4M 0.7% +6,206 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: 52,030 shares; 2024Q4: 59,929 shares; 2025Q1: 103,195 shares; 2025Q2: 263,078 shares; 2025Q3: 278,703 shares; 2025Q4: 465,506 shares; 2026Q1: 502,206 shares 502,206 $50.6M 0.67% +36,700 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: 49,573 shares; 2024Q4: 48,595 shares; 2025Q1: 47,212 shares; 2025Q2: 48,563 shares; 2025Q3: 50,933 shares; 2025Q4: 50,561 shares; 2026Q1: 50,669 shares 50,669 $46.6M 0.62% +108 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: 264,307 shares; 2024Q4: 261,829 shares; 2025Q1: 261,989 shares; 2025Q2: 242,051 shares; 2025Q3: 246,493 shares; 2025Q4: 243,388 shares; 2026Q1: 273,429 shares 273,429 $46.4M 0.62% +30,041 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: 92,450 shares; 2024Q4: 92,732 shares; 2025Q1: 88,181 shares; 2025Q2: 79,409 shares; 2025Q3: 81,345 shares; 2025Q4: 80,107 shares; 2026Q1: 80,853 shares 80,853 $46.3M 0.62% +746 Timeline ACIO 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: 104,536 shares; 2024Q4: 362,125 shares; 2025Q1: 546,076 shares; 2025Q2: 890,834 shares; 2025Q3: 967,339 shares; 2025Q4: 1,039,861 shares; 2026Q1: 1,060,001 shares 1,060,001 $44.5M 0.59% +20,140 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: 190,229 shares; 2024Q4: 189,007 shares; 2025Q1: 172,140 shares; 2025Q2: 148,057 shares; 2025Q3: 146,168 shares; 2025Q4: 143,713 shares; 2026Q1: 148,585 shares 148,585 $42.6M 0.57% +4,872 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: 142,855 shares; 2024Q4: 153,382 shares; 2025Q1: 158,485 shares; 2025Q2: 166,107 shares; 2025Q3: 196,586 shares; 2025Q4: 202,049 shares; 2026Q1: 206,998 shares 206,998 $40.6M 0.54% +4,949 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740,806 shares; 2024Q4: 1,034,508 shares; 2025Q1: 1,135,815 shares; 2025Q2: 1,227,500 shares; 2025Q3: 1,269,927 shares; 2025Q4: 1,280,998 shares; 2026Q1: 1,199,082 shares 1,199,082 $40.6M 0.54% -81,916 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: 248,703 shares; 2024Q4: 298,422 shares; 2025Q1: 296,825 shares; 2025Q2: 253,292 shares; 2025Q3: 265,159 shares; 2025Q4: 307,836 shares; 2026Q1: 306,945 shares 306,945 $38.2M 0.51% -891 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: 796,225 shares; 2024Q4: 706,038 shares; 2025Q1: 677,387 shares; 2025Q2: 556,406 shares; 2025Q3: 463,846 shares; 2025Q4: 435,435 shares; 2026Q1: 412,336 shares 412,336 $37.8M 0.5% -23,099 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: 116,389 shares; 2024Q4: 111,459 shares; 2025Q1: 112,397 shares; 2025Q2: 105,109 shares; 2025Q3: 109,174 shares; 2025Q4: 93,637 shares; 2026Q1: 99,196 shares 99,196 $36.9M 0.49% +5,559 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: 91,065 shares; 2024Q4: 87,458 shares; 2025Q1: 91,041 shares; 2025Q2: 105,196 shares; 2025Q3: 102,958 shares; 2025Q4: 95,352 shares; 2026Q1: 82,463 shares 82,463 $35.5M 0.47% -12,889 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: 164,255 shares; 2025Q1: 145,852 shares; 2025Q2: 162,346 shares; 2025Q3: 167,082 shares; 2025Q4: 166,304 shares; 2026Q1: 165,125 shares 165,125 $35.3M 0.47% -1,179 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: 32,737 shares; 2024Q4: 36,678 shares; 2025Q1: 42,118 shares; 2025Q2: 50,594 shares; 2025Q3: 52,035 shares; 2025Q4: 54,353 shares; 2026Q1: 58,373 shares 58,373 $34.9M 0.46% +4,020 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: 118,172 shares; 2024Q4: 111,014 shares; 2025Q1: 69,211 shares; 2025Q2: 66,879 shares; 2025Q3: 67,419 shares; 2025Q4: 73,718 shares; 2026Q1: 79,840 shares 79,840 $34.9M 0.46% +6,122 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: 160,006 shares; 2024Q4: 162,145 shares; 2025Q1: 155,217 shares; 2025Q2: 145,461 shares; 2025Q3: 156,393 shares; 2025Q4: 153,277 shares; 2026Q1: 167,647 shares 167,647 $34.7M 0.46% +14,370 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: 195,509 shares; 2024Q4: 222,529 shares; 2025Q1: 212,318 shares; 2025Q2: 208,641 shares; 2025Q3: 206,779 shares; 2025Q4: 233,034 shares; 2026Q1: 239,320 shares 239,320 $34.1M 0.45% +6,286 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: 114,832 shares; 2024Q4: 232,389 shares; 2025Q1: 262,214 shares; 2025Q2: 283,720 shares; 2025Q3: 271,248 shares; 2025Q4: 243,684 shares; 2026Q1: 230,445 shares 230,445 $33.7M 0.45% -13,239 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: 227,752 shares; 2024Q4: 234,630 shares; 2025Q1: 233,818 shares; 2025Q2: 219,448 shares; 2025Q3: 205,712 shares; 2025Q4: 350,288 shares; 2026Q1: 332,953 shares 332,953 $33.1M 0.44% -17,335 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: 58,031 shares; 2024Q4: 60,487 shares; 2025Q1: 59,440 shares; 2025Q2: 64,713 shares; 2025Q3: 63,534 shares; 2025Q4: 64,330 shares; 2026Q1: 67,920 shares 67,920 $32.5M 0.43% +3,590 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,666 shares; 2024Q4: 335,103 shares; 2025Q1: 331,297 shares; 2025Q2: 289,879 shares; 2025Q3: 307,504 shares; 2025Q4: 304,917 shares; 2026Q1: 294,329 shares 294,329 $32.5M 0.43% -10,588 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 951 shares; 2025Q1: 4,746 shares; 2025Q2: 21,202 shares; 2025Q3: 21,260 shares; 2025Q4: 67,993 shares; 2026Q1: 68,374 shares 68,374 $32.4M 0.43% +381 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: 413,451 shares; 2024Q4: 416,171 shares; 2025Q1: 428,347 shares; 2025Q2: 314,681 shares; 2025Q3: 316,659 shares; 2025Q4: 443,722 shares; 2026Q1: 463,359 shares 463,359 $31.3M 0.42% +19,637 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: 9,324 shares; 2024Q4: 20,075 shares; 2025Q1: 24,766 shares; 2025Q2: 30,579 shares; 2025Q3: 29,815 shares; 2025Q4: 32,573 shares; 2026Q1: 33,951 shares 33,951 $29.6M 0.39% +1,378 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: 75,942 shares; 2024Q4: 65,792 shares; 2025Q1: 75,421 shares; 2025Q2: 91,361 shares; 2025Q3: 91,243 shares; 2025Q4: 90,835 shares; 2026Q1: 87,563 shares 87,563 $29.6M 0.39% -3,272 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: 36,197 shares; 2024Q4: 36,066 shares; 2025Q1: 37,029 shares; 2025Q2: 40,108 shares; 2025Q3: 40,552 shares; 2025Q4: 37,849 shares; 2026Q1: 40,820 shares 40,820 $28.9M 0.38% +2,971 Timeline RSP 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: 81,412 shares; 2024Q4: 122,836 shares; 2025Q1: 130,512 shares; 2025Q2: 116,486 shares; 2025Q3: 136,641 shares; 2025Q4: 140,977 shares; 2026Q1: 148,921 shares 148,921 $28.6M 0.38% +7,944 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: 315,118 shares; 2024Q4: 339,784 shares; 2025Q1: 362,785 shares; 2025Q2: 328,065 shares; 2025Q3: 315,090 shares; 2025Q4: 338,573 shares; 2026Q1: 340,654 shares 340,654 $28.1M 0.37% +2,081 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: 101,020 shares; 2024Q4: 109,864 shares; 2025Q1: 119,650 shares; 2025Q2: 141,620 shares; 2025Q3: 175,123 shares; 2025Q4: 182,353 shares; 2026Q1: 197,250 shares 197,250 $26.8M 0.36% +14,897 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: 297,183 shares; 2024Q4: 310,550 shares; 2025Q1: 322,801 shares; 2025Q2: 372,683 shares; 2025Q3: 378,293 shares; 2025Q4: 397,487 shares; 2026Q1: 415,705 shares 415,705 $26.6M 0.35% +18,218 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: 141,238 shares; 2024Q4: 118,508 shares; 2025Q1: 125,048 shares; 2025Q2: 137,081 shares; 2025Q3: 125,303 shares; 2025Q4: 128,165 shares; 2026Q1: 118,301 shares 118,301 $25.7M 0.34% -9,864 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: 118,361 shares; 2024Q4: 118,852 shares; 2025Q1: 113,957 shares; 2025Q2: 105,241 shares; 2025Q3: 99,397 shares; 2025Q4: 201,485 shares; 2026Q1: 191,414 shares 191,414 $25.4M 0.34% -10,071 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: 24,509 shares; 2024Q4: 28,443 shares; 2025Q1: 25,801 shares; 2025Q2: 26,589 shares; 2025Q3: 26,388 shares; 2025Q4: 24,745 shares; 2026Q1: 25,444 shares 25,444 $25.4M 0.34% +699 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: 36,166 shares; 2024Q4: 78,396 shares; 2025Q1: 547,478 shares; 2025Q2: 325,337 shares; 2025Q3: 345,149 shares; 2025Q4: 466,651 shares; 2026Q1: 493,163 shares 493,163 $25M 0.33% +26,512 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: 61,071 shares; 2024Q4: 69,901 shares; 2025Q1: 73,493 shares; 2025Q2: 74,796 shares; 2025Q3: 72,858 shares; 2025Q4: 74,018 shares; 2026Q1: 72,023 shares 72,023 $24.3M 0.32% -1,995 Timeline DRSK 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: 139,282 shares; 2024Q4: 279,628 shares; 2025Q1: 450,151 shares; 2025Q2: 665,809 shares; 2025Q3: 763,316 shares; 2025Q4: 797,323 shares; 2026Q1: 845,481 shares 845,481 $23.1M 0.31% +48,158 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,744 shares; 2025Q4: 83,008 shares; 2026Q1: 463,552 shares 463,552 $23.1M 0.31% +380,544 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: 301,630 shares; 2024Q4: 270,480 shares; 2025Q1: 257,893 shares; 2025Q2: 273,560 shares; 2025Q3: 279,327 shares; 2025Q4: 291,039 shares; 2026Q1: 287,712 shares 287,712 $22.3M 0.3% -3,327 Timeline SCHD 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: 201,373 shares; 2024Q4: 445,456 shares; 2025Q1: 534,750 shares; 2025Q2: 630,378 shares; 2025Q3: 653,891 shares; 2025Q4: 661,336 shares; 2026Q1: 724,166 shares 724,166 $22.2M 0.3% +62,830 Timeline IVE 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: 51,123 shares; 2024Q4: 61,181 shares; 2025Q1: 65,544 shares; 2025Q2: 77,037 shares; 2025Q3: 79,626 shares; 2025Q4: 90,633 shares; 2026Q1: 103,742 shares 103,742 $21.9M 0.29% +13,109 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: 45,137 shares; 2024Q4: 43,802 shares; 2025Q1: 44,019 shares; 2025Q2: 44,011 shares; 2025Q3: 44,021 shares; 2025Q4: 43,674 shares; 2026Q1: 43,676 shares 43,676 $21.8M 0.29% +2 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: 100,728 shares; 2024Q4: 47,353 shares; 2025Q1: 49,049 shares; 2025Q2: 27,546 shares; 2025Q3: 29,796 shares; 2025Q4: 74,566 shares; 2026Q1: 66,209 shares 66,209 $21.8M 0.29% -8,357 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: 178,417 shares; 2025Q1: 181,365 shares; 2025Q2: 176,186 shares; 2025Q3: 179,847 shares; 2025Q4: 175,752 shares; 2026Q1: 176,806 shares 176,806 $21.7M 0.29% +1,054 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: 127,756 shares; 2024Q4: 131,614 shares; 2025Q1: 169,528 shares; 2025Q2: 205,276 shares; 2025Q3: 243,710 shares; 2025Q4: 275,996 shares; 2026Q1: 307,660 shares 307,660 $21.5M 0.29% +31,664 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: 36,151 shares; 2024Q4: 46,156 shares; 2025Q1: 45,692 shares; 2025Q2: 54,688 shares; 2025Q3: 55,442 shares; 2025Q4: 54,043 shares; 2026Q1: 62,690 shares 62,690 $21.4M 0.28% +8,647 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: 67,041 shares; 2024Q4: 63,890 shares; 2025Q1: 59,684 shares; 2025Q2: 64,146 shares; 2025Q3: 67,722 shares; 2025Q4: 67,913 shares; 2026Q1: 70,673 shares 70,673 $21.4M 0.28% +2,760 Timeline IXUS 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: 78,471 shares; 2024Q4: 76,568 shares; 2025Q1: 74,284 shares; 2025Q2: 69,359 shares; 2025Q3: 69,158 shares; 2025Q4: 237,662 shares; 2026Q1: 243,903 shares 243,903 $21.1M 0.28% +6,241 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: 80,566 shares; 2024Q4: 78,064 shares; 2025Q1: 72,800 shares; 2025Q2: 85,838 shares; 2025Q3: 84,239 shares; 2025Q4: 85,831 shares; 2026Q1: 86,066 shares 86,066 $21M 0.28% +235 Timeline HELO 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: 51,157 shares; 2024Q4: 67,118 shares; 2025Q1: 116,754 shares; 2025Q2: 215,388 shares; 2025Q3: 203,490 shares; 2025Q4: 227,219 shares; 2026Q1: 316,622 shares 316,622 $20.2M 0.27% +89,403 Timeline DVY 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: 65,501 shares; 2024Q4: 72,538 shares; 2025Q1: 72,984 shares; 2025Q2: 115,154 shares; 2025Q3: 128,690 shares; 2025Q4: 127,604 shares; 2026Q1: 132,078 shares 132,078 $20M 0.27% +4,474 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: 128,393 shares; 2024Q4: 132,911 shares; 2025Q1: 129,654 shares; 2025Q2: 159,506 shares; 2025Q3: 141,606 shares; 2025Q4: 289,707 shares; 2026Q1: 318,055 shares 318,055 $19.5M 0.26% +28,348 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: 16,083 shares; 2024Q4: 18,213 shares; 2025Q1: 16,761 shares; 2025Q2: 18,762 shares; 2025Q3: 21,506 shares; 2025Q4: 192,592 shares; 2026Q1: 201,023 shares 201,023 $19.3M 0.26% +8,431 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: 21,033 shares; 2024Q4: 23,529 shares; 2025Q1: 25,083 shares; 2025Q2: 37,340 shares; 2025Q3: 49,947 shares; 2025Q4: 48,111 shares; 2026Q1: 49,263 shares 49,263 $19.3M 0.26% +1,152 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: 322,201 shares; 2024Q4: 359,853 shares; 2025Q1: 348,306 shares; 2025Q2: 362,539 shares; 2025Q3: 373,429 shares; 2025Q4: 375,216 shares; 2026Q1: 383,936 shares 383,936 $19.3M 0.26% +8,720 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,403 shares; 2024Q4: 197,601 shares; 2025Q1: 238,421 shares; 2025Q2: 172,220 shares; 2025Q3: 207,238 shares; 2025Q4: 237,730 shares; 2026Q1: 216,665 shares 216,665 $19.1M 0.25% -21,065 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: 66,550 shares; 2024Q4: 66,448 shares; 2025Q1: 62,231 shares; 2025Q2: 57,428 shares; 2025Q3: 57,836 shares; 2025Q4: 57,769 shares; 2026Q1: 57,211 shares 57,211 $18.8M 0.25% -558 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: 86,153 shares; 2024Q4: 98,330 shares; 2025Q1: 91,430 shares; 2025Q2: 89,137 shares; 2025Q3: 104,370 shares; 2025Q4: 97,828 shares; 2026Q1: 89,568 shares 89,568 $18.2M 0.24% -8,260 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: 227,718 shares; 2024Q4: 251,396 shares; 2025Q1: 254,495 shares; 2025Q2: 139,461 shares; 2025Q3: 140,903 shares; 2025Q4: 152,127 shares; 2026Q1: 158,894 shares 158,894 $18M 0.24% +6,767 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: 245,058 shares; 2024Q4: 242,532 shares; 2025Q1: 284,897 shares; 2025Q2: 290,347 shares; 2025Q3: 287,900 shares; 2025Q4: 287,416 shares; 2026Q1: 313,710 shares 313,710 $17.8M 0.24% +26,294 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: 16,533 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,522 shares; 2025Q3: 12,502 shares; 2025Q4: 12,066 shares; 2026Q1: 12,025 shares 12,025 $17.7M 0.24% -41 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: 78,668 shares; 2024Q4: 73,990 shares; 2025Q1: 69,614 shares; 2025Q2: 66,609 shares; 2025Q3: 69,583 shares; 2025Q4: 69,712 shares; 2026Q1: 72,475 shares 72,475 $17.6M 0.23% +2,763 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: 180,943 shares; 2024Q4: 161,921 shares; 2025Q1: 185,992 shares; 2025Q2: 84,022 shares; 2025Q3: 56,409 shares; 2025Q4: 110,419 shares; 2026Q1: 96,159 shares 96,159 $17.4M 0.23% -14,260 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: 117,082 shares; 2024Q4: 117,828 shares; 2025Q1: 121,233 shares; 2025Q2: 128,250 shares; 2025Q3: 133,576 shares; 2025Q4: 135,004 shares; 2026Q1: 131,245 shares 131,245 $17.3M 0.23% -3,759 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: 129,066 shares; 2024Q4: 114,814 shares; 2025Q1: 114,465 shares; 2025Q2: 124,510 shares; 2025Q3: 118,066 shares; 2025Q4: 136,528 shares; 2026Q1: 143,304 shares 143,304 $17.2M 0.23% +6,776 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: 7,846 shares; 2024Q4: 54,741 shares; 2025Q1: 54,626 shares; 2025Q2: 54,288 shares; 2025Q3: 53,208 shares; 2025Q4: 52,998 shares; 2026Q1: 52,565 shares 52,565 $17.2M 0.23% -433 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: 105,589 shares; 2024Q4: 100,471 shares; 2025Q1: 102,990 shares; 2025Q2: 114,757 shares; 2025Q3: 118,732 shares; 2025Q4: 127,845 shares; 2026Q1: 116,692 shares 116,692 $16.9M 0.22% -11,153 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 5,039 shares; 2025Q1: 12,049 shares; 2025Q2: 186,919 shares; 2025Q3: 210,497 shares; 2025Q4: 229,629 shares; 2026Q1: 228,509 shares 228,509 $16.7M 0.22% -1,120 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,526 shares; 2024Q4: 379,853 shares; 2025Q1: 414,903 shares; 2025Q2: 427,035 shares; 2025Q3: 446,824 shares; 2025Q4: 490,407 shares; 2026Q1: 547,685 shares 547,685 $16.5M 0.22% +57,278 Timeline IYZ 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: 119,579 shares; 2024Q4: 123,023 shares; 2025Q1: 128,310 shares; 2025Q2: 140,407 shares; 2025Q3: 137,210 shares; 2025Q4: 141,791 shares; 2026Q1: 410,067 shares 410,067 $16.1M 0.21% +268,276 Timeline SCHG 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: 28,619 shares; 2024Q4: 280,823 shares; 2025Q1: 369,788 shares; 2025Q2: 485,749 shares; 2025Q3: 536,365 shares; 2025Q4: 518,474 shares; 2026Q1: 553,365 shares 553,365 $16.1M 0.21% +34,891 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: 90,221 shares; 2024Q4: 84,591 shares; 2025Q1: 74,104 shares; 2025Q2: 81,582 shares; 2025Q3: 90,806 shares; 2025Q4: 89,440 shares; 2026Q1: 95,788 shares 95,788 $15.8M 0.21% +6,348 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,383 shares; 2024Q4: 41,557 shares; 2025Q1: 40,418 shares; 2025Q2: 41,883 shares; 2025Q3: 42,087 shares; 2025Q4: 44,418 shares; 2026Q1: 40,319 shares 40,319 $15.7M 0.21% -4,099 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,173 shares; 2024Q4: 7,928 shares; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 149,734 shares; 2026Q1: 105,253 shares 105,253 $15.5M 0.21% -44,481 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,961 shares; 2024Q4: 60,357 shares; 2025Q1: 65,476 shares; 2025Q2: 113,834 shares; 2025Q3: 120,751 shares; 2025Q4: 171,618 shares; 2026Q1: 201,062 shares 201,062 $15.5M 0.21% +29,444 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: 86,733 shares; 2024Q4: 110,399 shares; 2025Q1: 117,571 shares; 2025Q2: 115,988 shares; 2025Q3: 98,143 shares; 2025Q4: 90,700 shares; 2026Q1: 104,944 shares 104,944 $15.4M 0.21% +14,244 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: 36,277 shares; 2024Q4: 64,067 shares; 2025Q1: 64,715 shares; 2025Q2: 51,305 shares; 2025Q3: 57,804 shares; 2025Q4: 54,320 shares; 2026Q1: 62,182 shares 62,182 $15.4M 0.21% +7,862 Timeline MISL 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: 901 shares; 2025Q4: 439,591 shares; 2026Q1: 344,102 shares 344,102 $15.4M 0.2% -95,489 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: 141,052 shares; 2024Q4: 157,148 shares; 2025Q1: 158,726 shares; 2025Q2: 171,895 shares; 2025Q3: 151,398 shares; 2025Q4: 158,698 shares; 2026Q1: 167,431 shares 167,431 $15.2M 0.2% +8,733 Timeline FBT 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: 694 shares; 2025Q4: not reported; 2026Q1: 75,428 shares 75,428 $15.1M 0.2% new 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: 135,612 shares; 2024Q4: 137,086 shares; 2025Q1: 127,734 shares; 2025Q2: 127,589 shares; 2025Q3: 117,717 shares; 2025Q4: 167,346 shares; 2026Q1: 142,530 shares 142,530 $15.1M 0.2% -24,816 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: 45,181 shares; 2024Q4: 50,935 shares; 2025Q1: 50,476 shares; 2025Q2: 52,327 shares; 2025Q3: 53,004 shares; 2025Q4: 50,536 shares; 2026Q1: 53,209 shares 53,209 $15.1M 0.2% +2,673 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: 26,197 shares; 2024Q4: 30,676 shares; 2025Q1: 29,853 shares; 2025Q2: 28,314 shares; 2025Q3: 28,453 shares; 2025Q4: 27,706 shares; 2026Q1: 24,906 shares 24,906 $15.1M 0.2% -2,800 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: 100,865 shares; 2024Q4: 105,279 shares; 2025Q1: 66,699 shares; 2025Q2: 68,379 shares; 2025Q3: 67,822 shares; 2025Q4: 68,732 shares; 2026Q1: 69,973 shares 69,973 $15M 0.2% +1,241 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: 153,678 shares; 2024Q4: 161,550 shares; 2025Q1: 148,668 shares; 2025Q2: 178,284 shares; 2025Q3: 178,031 shares; 2025Q4: 177,236 shares; 2026Q1: 161,960 shares 161,960 $15M 0.2% -15,276 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660,279 shares 660,279 $14.8M 0.2% new 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: 41,024 shares; 2024Q4: 40,277 shares; 2025Q1: 41,110 shares; 2025Q2: 47,044 shares; 2025Q3: 47,971 shares; 2025Q4: 48,617 shares; 2026Q1: 47,623 shares 47,623 $14.8M 0.2% -994 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385,678 shares 385,678 $14.7M 0.2% new Timeline IEZ 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: 502,700 shares 502,700 $14.6M 0.19% new 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: 9,948 shares; 2024Q4: 11,113 shares; 2025Q1: 12,268 shares; 2025Q2: 13,229 shares; 2025Q3: 14,351 shares; 2025Q4: 17,851 shares; 2026Q1: 17,164 shares 17,164 $14.5M 0.19% -687 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: 45,128 shares; 2024Q4: 94,760 shares; 2025Q1: 134,559 shares; 2025Q2: 267,036 shares; 2025Q3: 222,412 shares; 2025Q4: 201,260 shares; 2026Q1: 286,738 shares 286,738 $14.5M 0.19% +85,478 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,622 shares; 2024Q4: 163,159 shares; 2025Q1: 148,124 shares; 2025Q2: 144,387 shares; 2025Q3: 125,430 shares; 2025Q4: 144,335 shares; 2026Q1: 208,405 shares 208,405 $14.2M 0.19% +64,070 Timeline VO 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: 25,963 shares; 2024Q4: 27,080 shares; 2025Q1: 29,887 shares; 2025Q2: 36,143 shares; 2025Q3: 36,928 shares; 2025Q4: 39,427 shares; 2026Q1: 49,409 shares 49,409 $14.2M 0.19% +9,982 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: 19,366 shares; 2024Q4: 19,771 shares; 2025Q1: 18,215 shares; 2025Q2: 23,795 shares; 2025Q3: 25,384 shares; 2025Q4: 25,508 shares; 2026Q1: 24,977 shares 24,977 $14.1M 0.19% -531 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: 83,326 shares; 2024Q4: 81,706 shares; 2025Q1: 83,087 shares; 2025Q2: 97,910 shares; 2025Q3: 96,498 shares; 2025Q4: 94,285 shares; 2026Q1: 87,544 shares 87,544 $14M 0.19% -6,741 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: 303,521 shares; 2024Q4: 400,205 shares; 2025Q1: 407,668 shares; 2025Q2: 397,806 shares; 2025Q3: 446,058 shares; 2025Q4: 432,260 shares; 2026Q1: 481,876 shares 481,876 $14M 0.19% +49,616 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: 178,560 shares; 2024Q4: 213,014 shares; 2025Q1: 217,739 shares; 2025Q2: 221,707 shares; 2025Q3: 222,973 shares; 2025Q4: 225,645 shares; 2026Q1: 222,835 shares 222,835 $13.9M 0.19% -2,810 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: 32,030 shares; 2024Q4: 39,976 shares; 2025Q1: 36,063 shares; 2025Q2: 35,295 shares; 2025Q3: 32,445 shares; 2025Q4: 34,925 shares; 2026Q1: 38,547 shares 38,547 $13.8M 0.18% +3,622 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: 23,895 shares; 2024Q4: 59,112 shares; 2025Q1: 25,182 shares; 2025Q2: 45,578 shares; 2025Q3: 111,880 shares; 2025Q4: 110,686 shares; 2026Q1: 149,469 shares 149,469 $13.7M 0.18% +38,783 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: 26,665 shares; 2024Q4: 27,197 shares; 2025Q1: 27,290 shares; 2025Q2: 39,949 shares; 2025Q3: 39,656 shares; 2025Q4: 36,042 shares; 2026Q1: 43,072 shares 43,072 $13.7M 0.18% +7,030 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: 95,224 shares; 2024Q4: 108,404 shares; 2025Q1: 109,345 shares; 2025Q2: 213,853 shares; 2025Q3: 220,646 shares; 2025Q4: 239,689 shares; 2026Q1: 252,200 shares 252,200 $13.6M 0.18% +12,511 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: 88,948 shares; 2024Q4: 138,777 shares; 2025Q1: 137,049 shares; 2025Q2: 199,410 shares; 2025Q3: 182,255 shares; 2025Q4: 170,621 shares; 2026Q1: 183,047 shares 183,047 $13.6M 0.18% +12,426 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: 48,022 shares; 2024Q4: 116,484 shares; 2025Q1: 178,009 shares; 2025Q2: 172,286 shares; 2025Q3: 171,320 shares; 2025Q4: 174,780 shares; 2026Q1: 177,670 shares 177,670 $13.6M 0.18% +2,890 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: 70,799 shares; 2024Q4: 73,890 shares; 2025Q1: 62,576 shares; 2025Q2: 62,308 shares; 2025Q3: 64,069 shares; 2025Q4: 71,733 shares; 2026Q1: 62,436 shares 62,436 $13.6M 0.18% -9,297 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: 54,089 shares; 2024Q4: 60,160 shares; 2025Q1: 57,397 shares; 2025Q2: 60,041 shares; 2025Q3: 73,759 shares; 2025Q4: 126,097 shares; 2026Q1: 139,233 shares 139,233 $13.5M 0.18% +13,136 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: 76,362 shares; 2024Q4: 82,245 shares; 2025Q1: 76,385 shares; 2025Q2: 76,795 shares; 2025Q3: 76,431 shares; 2025Q4: 76,169 shares; 2026Q1: 73,690 shares 73,690 $13.4M 0.18% -2,479 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: 14,266 shares; 2024Q4: 13,324 shares; 2025Q1: 13,455 shares; 2025Q2: 15,052 shares; 2025Q3: 15,787 shares; 2025Q4: 15,438 shares; 2026Q1: 15,425 shares 15,425 $13.3M 0.18% -13 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: 90,761 shares; 2024Q4: 92,199 shares; 2025Q1: 94,460 shares; 2025Q2: 77,182 shares; 2025Q3: 94,747 shares; 2025Q4: 94,239 shares; 2026Q1: 59,432 shares 59,432 $13M 0.17% -34,807 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: 57,766 shares; 2024Q4: 51,512 shares; 2025Q1: 50,521 shares; 2025Q2: 41,723 shares; 2025Q3: 41,790 shares; 2025Q4: 49,344 shares; 2026Q1: 52,880 shares 52,880 $12.9M 0.17% +3,536 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: 45,875 shares; 2024Q4: 41,899 shares; 2025Q1: 18,924 shares; 2025Q2: 17,454 shares; 2025Q3: 17,833 shares; 2025Q4: 18,085 shares; 2026Q1: 18,324 shares 18,324 $12.8M 0.17% +239 Timeline PSLV 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: 314,576 shares; 2024Q4: 338,907 shares; 2025Q1: 354,855 shares; 2025Q2: 511,726 shares; 2025Q3: 519,072 shares; 2025Q4: 481,659 shares; 2026Q1: 510,781 shares 510,781 $12.5M 0.17% +29,122 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: 22,100 shares; 2024Q4: 24,986 shares; 2025Q1: 25,679 shares; 2025Q2: 26,752 shares; 2025Q3: 23,485 shares; 2025Q4: 25,128 shares; 2026Q1: 26,823 shares 26,823 $12.4M 0.16% +1,695 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,194 shares; 2024Q4: 96,250 shares; 2025Q1: 106,436 shares; 2025Q2: 65,125 shares; 2025Q3: 63,203 shares; 2025Q4: 59,203 shares; 2026Q1: 58,837 shares 58,837 $12.2M 0.16% -366 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: 14,936 shares; 2024Q4: 15,225 shares; 2025Q1: 16,221 shares; 2025Q2: 21,470 shares; 2025Q3: 24,886 shares; 2025Q4: 22,407 shares; 2026Q1: 22,657 shares 22,657 $12.2M 0.16% +250 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,054 shares; 2024Q4: 128,345 shares; 2025Q1: 125,422 shares; 2025Q2: 109,194 shares; 2025Q3: 109,137 shares; 2025Q4: 109,652 shares; 2026Q1: 109,940 shares 109,940 $12.1M 0.16% +288 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: 92,133 shares; 2024Q4: 137,805 shares; 2025Q1: 136,227 shares; 2025Q2: 157,024 shares; 2025Q3: 168,396 shares; 2025Q4: 217,734 shares; 2026Q1: 218,061 shares 218,061 $12M 0.16% +327 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,496 shares; 2024Q4: 125,525 shares; 2025Q1: 71,388 shares; 2025Q2: 85,926 shares; 2025Q3: 109,438 shares; 2025Q4: 225,745 shares; 2026Q1: 257,858 shares 257,858 $11.8M 0.16% +32,113 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: 14,892 shares; 2024Q4: 16,956 shares; 2025Q1: 24,710 shares; 2025Q2: 25,280 shares; 2025Q3: 23,285 shares; 2025Q4: 27,576 shares; 2026Q1: 27,647 shares 27,647 $11.8M 0.16% +71 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: 306,100 shares; 2024Q4: 324,704 shares; 2025Q1: 330,552 shares; 2025Q2: 306,447 shares; 2025Q3: 328,286 shares; 2025Q4: 312,269 shares; 2026Q1: 332,325 shares 332,325 $11.8M 0.16% +20,056 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: 69,420 shares; 2024Q4: 93,789 shares; 2025Q1: 100,407 shares; 2025Q2: 79,876 shares; 2025Q3: 82,837 shares; 2025Q4: 86,326 shares; 2026Q1: 86,433 shares 86,433 $11.8M 0.16% +107 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: 122,623 shares; 2024Q4: 128,123 shares; 2025Q1: 120,225 shares; 2025Q2: 123,591 shares; 2025Q3: 124,173 shares; 2025Q4: 140,715 shares; 2026Q1: 121,399 shares 121,399 $11.7M 0.16% -19,316 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: 162,388 shares; 2024Q4: 174,410 shares; 2025Q1: 173,151 shares; 2025Q2: 197,256 shares; 2025Q3: 191,878 shares; 2025Q4: 169,073 shares; 2026Q1: 177,358 shares 177,358 $11.7M 0.16% +8,285 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,624 shares; 2024Q4: 130,254 shares; 2025Q1: 124,901 shares; 2025Q2: 197,376 shares; 2025Q3: 191,983 shares; 2025Q4: 166,104 shares; 2026Q1: 134,093 shares 134,093 $11.6M 0.15% -32,011 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: 83,170 shares; 2024Q4: 85,757 shares; 2025Q1: 85,163 shares; 2025Q2: 92,871 shares; 2025Q3: 72,023 shares; 2025Q4: 77,462 shares; 2026Q1: 89,894 shares 89,894 $11.6M 0.15% +12,432 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: 31,002 shares; 2024Q4: 30,840 shares; 2025Q1: 33,457 shares; 2025Q2: 55,651 shares; 2025Q3: 56,700 shares; 2025Q4: 58,730 shares; 2026Q1: 42,661 shares 42,661 $11.5M 0.15% -16,069 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: 45,845 shares; 2024Q4: 45,624 shares; 2025Q1: 38,899 shares; 2025Q2: 46,372 shares; 2025Q3: 47,366 shares; 2025Q4: 47,946 shares; 2026Q1: 48,347 shares 48,347 $11.4M 0.15% +401 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,264 shares; 2024Q4: 39,490 shares; 2025Q1: 38,951 shares; 2025Q2: 153,228 shares; 2025Q3: 205,806 shares; 2025Q4: 211,286 shares; 2026Q1: 230,629 shares 230,629 $11.4M 0.15% +19,343 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: 88,785 shares; 2024Q4: 108,579 shares; 2025Q1: 120,348 shares; 2025Q2: 118,226 shares; 2025Q3: 119,927 shares; 2025Q4: 119,275 shares; 2026Q1: 103,268 shares 103,268 $11.4M 0.15% -16,007 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,168 shares; 2024Q4: 141,258 shares; 2025Q1: 146,004 shares; 2025Q2: 164,827 shares; 2025Q3: 216,769 shares; 2025Q4: 229,002 shares; 2026Q1: 244,874 shares 244,874 $11.2M 0.15% +15,872 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,897 shares; 2025Q3: 10,709 shares; 2025Q4: 273,117 shares; 2026Q1: 312,233 shares 312,233 $11.1M 0.15% +39,116 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: 90,598 shares; 2024Q4: 82,110 shares; 2025Q1: 77,734 shares; 2025Q2: 53,322 shares; 2025Q3: 53,853 shares; 2025Q4: 57,725 shares; 2026Q1: 55,199 shares 55,199 $10.6M 0.14% -2,526 Timeline IAI 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: 77,328 shares; 2025Q1: 81,864 shares; 2025Q2: 84,695 shares; 2025Q3: 85,127 shares; 2025Q4: 76,624 shares; 2026Q1: 64,606 shares 64,606 $10.6M 0.14% -12,018 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,988 shares; 2024Q4: 512,896 shares; 2025Q1: 216,420 shares; 2025Q2: 277,003 shares; 2025Q3: 284,731 shares; 2025Q4: 275,358 shares; 2026Q1: 263,461 shares 263,461 $10.6M 0.14% -11,897 Timeline DGRO 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: 114,373 shares; 2024Q4: 108,421 shares; 2025Q1: 113,267 shares; 2025Q2: 130,437 shares; 2025Q3: 135,458 shares; 2025Q4: 143,920 shares; 2026Q1: 150,875 shares 150,875 $10.6M 0.14% +6,955 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: 34,821 shares; 2024Q4: 37,620 shares; 2025Q1: 43,031 shares; 2025Q2: 58,186 shares; 2025Q3: 59,518 shares; 2025Q4: 60,112 shares; 2026Q1: 58,616 shares 58,616 $10.6M 0.14% -1,496 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: 49,562 shares; 2024Q4: 65,809 shares; 2025Q1: 56,089 shares; 2025Q2: 45,448 shares; 2025Q3: 43,722 shares; 2025Q4: 38,551 shares; 2026Q1: 41,773 shares 41,773 $10.5M 0.14% +3,222 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: 58,461 shares; 2024Q4: 64,402 shares; 2025Q1: 58,047 shares; 2025Q2: 79,385 shares; 2025Q3: 98,551 shares; 2025Q4: 82,629 shares; 2026Q1: 96,284 shares 96,284 $10.4M 0.14% +13,655 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: 134,240 shares; 2024Q4: 135,067 shares; 2025Q1: 142,261 shares; 2025Q2: 142,051 shares; 2025Q3: 137,902 shares; 2025Q4: 134,732 shares; 2026Q1: 136,994 shares 136,994 $10.4M 0.14% +2,262 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: 62,117 shares; 2024Q4: 71,087 shares; 2025Q1: 88,256 shares; 2025Q2: 88,354 shares; 2025Q3: 81,924 shares; 2025Q4: 78,825 shares; 2026Q1: 74,137 shares 74,137 $10.3M 0.14% -4,688 Timeline AIRR 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: 23,591 shares; 2024Q4: 43,312 shares; 2025Q1: 37,282 shares; 2025Q2: 54,613 shares; 2025Q3: 99,328 shares; 2025Q4: 81,497 shares; 2026Q1: 93,268 shares 93,268 $10.3M 0.14% +11,771 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: 24,037 shares; 2024Q4: 24,883 shares; 2025Q1: 27,157 shares; 2025Q2: 31,648 shares; 2025Q3: 33,551 shares; 2025Q4: 28,811 shares; 2026Q1: 29,101 shares 29,101 $10.2M 0.14% +290 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: 196,154 shares; 2024Q4: 186,554 shares; 2025Q1: 178,897 shares; 2025Q2: 175,858 shares; 2025Q3: 161,760 shares; 2025Q4: 173,177 shares; 2026Q1: 220,956 shares 220,956 $10.2M 0.14% +47,779 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: 11,375 shares; 2024Q4: 15,752 shares; 2025Q1: 13,690 shares; 2025Q2: 14,372 shares; 2025Q3: 12,264 shares; 2025Q4: 61,513 shares; 2026Q1: 96,692 shares 96,692 $10.1M 0.13% +35,179 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: 14,360 shares; 2024Q4: 22,734 shares; 2025Q1: 28,627 shares; 2025Q2: 168,055 shares; 2025Q3: 187,967 shares; 2025Q4: 190,124 shares; 2026Q1: 199,960 shares 199,960 $10.1M 0.13% +9,836 Timeline XLV 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: 85,170 shares; 2024Q4: 45,232 shares; 2025Q1: 48,659 shares; 2025Q2: 49,009 shares; 2025Q3: 54,495 shares; 2025Q4: 74,135 shares; 2026Q1: 68,648 shares 68,648 $10.1M 0.13% -5,487 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: 55,199 shares; 2024Q4: 66,008 shares; 2025Q1: 52,751 shares; 2025Q2: 53,634 shares; 2025Q3: 52,714 shares; 2025Q4: 49,308 shares; 2026Q1: 75,979 shares 75,979 $9.95M 0.13% +26,671 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: 25,584 shares; 2024Q4: 29,872 shares; 2025Q1: 26,282 shares; 2025Q2: 37,069 shares; 2025Q3: 36,238 shares; 2025Q4: 35,093 shares; 2026Q1: 32,535 shares 32,535 $9.84M 0.13% -2,558 Timeline XLI 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: 57,710 shares; 2024Q4: 58,134 shares; 2025Q1: 58,285 shares; 2025Q2: 60,451 shares; 2025Q3: 61,745 shares; 2025Q4: 63,740 shares; 2026Q1: 60,773 shares 60,773 $9.83M 0.13% -2,967 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: 73,985 shares; 2024Q4: 66,686 shares; 2025Q1: 66,851 shares; 2025Q2: 82,490 shares; 2025Q3: 66,504 shares; 2025Q4: 67,771 shares; 2026Q1: 62,649 shares 62,649 $9.73M 0.13% -5,122 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: 293,749 shares; 2024Q4: 275,660 shares; 2025Q1: 273,206 shares; 2025Q2: 250,307 shares; 2025Q3: 241,504 shares; 2025Q4: 205,033 shares; 2026Q1: 252,467 shares 252,467 $9.55M 0.13% +47,434 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: 34,046 shares; 2024Q4: 34,746 shares; 2025Q1: 46,077 shares; 2025Q2: 72,369 shares; 2025Q3: 61,782 shares; 2025Q4: 64,367 shares; 2026Q1: 75,546 shares 75,546 $9.55M 0.13% +11,179 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,483 shares; 2025Q4: 5,755 shares; 2026Q1: 79,386 shares 79,386 $9.53M 0.13% +73,631 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,102 shares; 2025Q3: 201,186 shares; 2025Q4: 224,327 shares; 2026Q1: 289,074 shares 289,074 $9.52M 0.13% +64,747 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 14,657 shares; 2025Q1: 41,026 shares; 2025Q2: 45,373 shares; 2025Q3: 52,405 shares; 2025Q4: 121,070 shares; 2026Q1: 134,770 shares 134,770 $9.48M 0.13% +13,700 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: 37,805 shares; 2024Q4: 33,731 shares; 2025Q1: 32,286 shares; 2025Q2: 33,020 shares; 2025Q3: 31,537 shares; 2025Q4: 32,799 shares; 2026Q1: 38,303 shares 38,303 $9.46M 0.13% +5,504 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,782 shares; 2024Q4: 54,195 shares; 2025Q1: 58,991 shares; 2025Q2: 80,378 shares; 2025Q3: 84,489 shares; 2025Q4: 93,853 shares; 2026Q1: 98,796 shares 98,796 $9.45M 0.13% +4,943 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,374 shares; 2024Q4: 314,352 shares; 2025Q1: 318,007 shares; 2025Q2: 399,351 shares; 2025Q3: 371,032 shares; 2025Q4: 436,723 shares; 2026Q1: 489,369 shares 489,369 $9.44M 0.13% +52,646 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,128 shares; 2025Q3: 18,476 shares; 2025Q4: 27,541 shares; 2026Q1: 34,561 shares 34,561 $9.35M 0.12% +7,020 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 23,554 shares; 2025Q1: 25,305 shares; 2025Q2: 26,340 shares; 2025Q3: 24,885 shares; 2025Q4: 26,521 shares; 2026Q1: 23,420 shares 23,420 $9.32M 0.12% -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: 15,298 shares; 2024Q4: 127,197 shares; 2025Q1: 142,635 shares; 2025Q2: 166,729 shares; 2025Q3: 181,043 shares; 2025Q4: 191,267 shares; 2026Q1: 205,694 shares 205,694 $9.27M 0.12% +14,427 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: 19,482 shares; 2024Q4: 19,678 shares; 2025Q1: 19,936 shares; 2025Q2: 24,621 shares; 2025Q3: 26,228 shares; 2025Q4: 27,147 shares; 2026Q1: 28,199 shares 28,199 $9.27M 0.12% +1,052 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: 25,517 shares; 2024Q4: 15,787 shares; 2025Q1: 15,694 shares; 2025Q2: 15,253 shares; 2025Q3: 15,443 shares; 2025Q4: 24,428 shares; 2026Q1: 23,646 shares 23,646 $9.07M 0.12% -782 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: 20,447 shares; 2024Q4: 24,322 shares; 2025Q1: 25,042 shares; 2025Q2: 23,857 shares; 2025Q3: 25,410 shares; 2025Q4: 39,985 shares; 2026Q1: 38,069 shares 38,069 $9.05M 0.12% -1,916 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: 64,069 shares; 2024Q4: 75,025 shares; 2025Q1: 61,654 shares; 2025Q2: 92,122 shares; 2025Q3: 93,673 shares; 2025Q4: 126,096 shares; 2026Q1: 122,347 shares 122,347 $9.01M 0.12% -3,749 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: 11,842 shares; 2024Q4: 13,612 shares; 2025Q1: 12,849 shares; 2025Q2: 21,078 shares; 2025Q3: 19,779 shares; 2025Q4: 23,859 shares; 2026Q1: 265,486 shares 265,486 $8.97M 0.12% +241,627 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,372 shares; 2025Q1: 2,362 shares; 2025Q2: 2,346 shares; 2025Q3: 2,291 shares; 2025Q4: 2,237 shares; 2026Q1: 2,651 shares 2,651 $8.95M 0.12% +414 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: 115,074 shares; 2024Q4: 107,943 shares; 2025Q1: 108,665 shares; 2025Q2: 109,745 shares; 2025Q3: 133,727 shares; 2025Q4: 140,257 shares; 2026Q1: 152,582 shares 152,582 $8.88M 0.12% +12,325 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,305 shares; 2024Q4: 72,977 shares; 2025Q1: 75,300 shares; 2025Q2: 111,669 shares; 2025Q3: 113,780 shares; 2025Q4: 149,082 shares; 2026Q1: 170,724 shares 170,724 $8.77M 0.12% +21,642 Timeline FDHY 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: 171,980 shares; 2024Q4: 165,991 shares; 2025Q1: 165,241 shares; 2025Q2: 154,471 shares; 2025Q3: 154,744 shares; 2025Q4: 188,681 shares; 2026Q1: 179,219 shares 179,219 $8.7M 0.12% -9,462 Timeline IEF 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: 39,616 shares; 2024Q4: 49,629 shares; 2025Q1: 52,421 shares; 2025Q2: 92,702 shares; 2025Q3: 87,728 shares; 2025Q4: 91,973 shares; 2026Q1: 89,661 shares 89,661 $8.56M 0.11% -2,312 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: 62,115 shares; 2024Q4: 216,521 shares; 2025Q1: 187,825 shares; 2025Q2: 382,165 shares; 2025Q3: 386,960 shares; 2025Q4: 351,911 shares; 2026Q1: 333,641 shares 333,641 $8.55M 0.11% -18,270 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: 201,904 shares; 2024Q4: 208,361 shares; 2025Q1: 200,723 shares; 2025Q2: 205,692 shares; 2025Q3: 204,420 shares; 2025Q4: 179,866 shares; 2026Q1: 174,519 shares 174,519 $8.51M 0.11% -5,347 Timeline SCHI 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: 85,027 shares; 2024Q4: 295,653 shares; 2025Q1: 311,741 shares; 2025Q2: 344,537 shares; 2025Q3: 332,708 shares; 2025Q4: 336,954 shares; 2026Q1: 374,736 shares 374,736 $8.5M 0.11% +37,782 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,806 shares; 2024Q4: 119,430 shares; 2025Q1: 68,156 shares; 2025Q2: 64,413 shares; 2025Q3: 64,423 shares; 2025Q4: 65,546 shares; 2026Q1: 57,237 shares 57,237 $8.48M 0.11% -8,309 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: 12,787 shares; 2025Q1: 18,030 shares; 2025Q2: 27,221 shares; 2025Q3: 38,430 shares; 2025Q4: 26,454 shares; 2026Q1: 36,745 shares 36,745 $8.47M 0.11% +10,291 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: 15,027 shares; 2024Q4: 13,731 shares; 2025Q1: 18,481 shares; 2025Q2: 104,518 shares; 2025Q3: 100,856 shares; 2025Q4: 95,269 shares; 2026Q1: 168,651 shares 168,651 $8.45M 0.11% +73,382 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 21,524 shares; 2025Q1: 31,126 shares; 2025Q2: 86,809 shares; 2025Q3: 78,387 shares; 2025Q4: 104,761 shares; 2026Q1: 112,312 shares 112,312 $8.43M 0.11% +7,551 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 25,441 shares; 2025Q1: 25,835 shares; 2025Q2: 28,001 shares; 2025Q3: 29,264 shares; 2025Q4: 30,249 shares; 2026Q1: 29,827 shares 29,827 $8.4M 0.11% -422 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: 78,232 shares; 2024Q4: 84,086 shares; 2025Q1: 76,256 shares; 2025Q2: 72,934 shares; 2025Q3: 88,198 shares; 2025Q4: 83,681 shares; 2026Q1: 70,827 shares 70,827 $8.4M 0.11% -12,854 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 28,314 shares; 2025Q1: 182,542 shares; 2025Q2: 232,102 shares; 2025Q3: 245,514 shares; 2025Q4: 264,454 shares; 2026Q1: 336,907 shares 336,907 $8.34M 0.11% +72,453 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: 20,639 shares; 2024Q4: 21,235 shares; 2025Q1: 21,419 shares; 2025Q2: 22,066 shares; 2025Q3: 22,124 shares; 2025Q4: 24,442 shares; 2026Q1: 22,490 shares 22,490 $8.34M 0.11% -1,952 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: 2,765 shares; 2024Q4: 3,623 shares; 2025Q1: 2,488 shares; 2025Q2: 4,392 shares; 2025Q3: 4,204 shares; 2025Q4: 4,307 shares; 2026Q1: 6,291 shares 6,291 $8.31M 0.11% +1,984 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: 202,972 shares; 2024Q4: 112,956 shares; 2025Q1: 119,664 shares; 2025Q2: 115,822 shares; 2025Q3: 107,148 shares; 2025Q4: 186,349 shares; 2026Q1: 187,901 shares 187,901 $8.29M 0.11% +1,552 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 9,393 shares; 2025Q1: 13,925 shares; 2025Q2: 54,776 shares; 2025Q3: 63,927 shares; 2025Q4: 87,371 shares; 2026Q1: 89,255 shares 89,255 $8.27M 0.11% +1,884 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: 103,578 shares; 2024Q4: 106,633 shares; 2025Q1: 111,733 shares; 2025Q2: 117,617 shares; 2025Q3: 119,908 shares; 2025Q4: 105,176 shares; 2026Q1: 103,541 shares 103,541 $8.24M 0.11% -1,635 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,495 shares; 2024Q4: 17,940 shares; 2025Q1: 27,815 shares; 2025Q2: 29,202 shares; 2025Q3: 31,895 shares; 2025Q4: 34,978 shares; 2026Q1: 28,782 shares 28,782 $8.17M 0.11% -6,196 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: 31,713 shares; 2024Q4: 34,311 shares; 2025Q1: 38,429 shares; 2025Q2: 38,710 shares; 2025Q3: 36,663 shares; 2025Q4: 53,907 shares; 2026Q1: 38,113 shares 38,113 $8.14M 0.11% -15,794 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,812 shares; 2025Q1: 3,907 shares; 2025Q2: 4,547 shares; 2025Q3: 4,321 shares; 2025Q4: 4,359 shares; 2026Q1: 4,661 shares 4,661 $8.06M 0.11% +302 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,883 shares; 2024Q4: 46,233 shares; 2025Q1: 57,266 shares; 2025Q2: 51,828 shares; 2025Q3: 57,598 shares; 2025Q4: 48,079 shares; 2026Q1: 52,068 shares 52,068 $7.83M 0.1% +3,989 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,562 shares; 2024Q4: 197,591 shares; 2025Q1: 194,790 shares; 2025Q2: 199,893 shares; 2025Q3: 300,957 shares; 2025Q4: 203,057 shares; 2026Q1: 154,798 shares 154,798 $7.73M 0.1% -48,259 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 16,572 shares; 2025Q1: 15,785 shares; 2025Q2: 13,473 shares; 2025Q3: 15,388 shares; 2025Q4: 15,330 shares; 2026Q1: 16,035 shares 16,035 $7.7M 0.1% +705 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,657 shares; 2024Q4: 306,882 shares; 2025Q1: 300,874 shares; 2025Q2: 286,969 shares; 2025Q3: 288,984 shares; 2025Q4: 288,390 shares; 2026Q1: 272,639 shares 272,639 $7.7M 0.1% -15,751 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,224 shares; 2025Q1: 12,354 shares; 2025Q2: 13,852 shares; 2025Q3: 13,922 shares; 2025Q4: 13,316 shares; 2026Q1: 15,514 shares 15,514 $7.69M 0.1% +2,198 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: 22,461 shares; 2024Q4: 26,698 shares; 2025Q1: 24,448 shares; 2025Q2: 31,374 shares; 2025Q3: 33,751 shares; 2025Q4: 34,178 shares; 2026Q1: 33,136 shares 33,136 $7.61M 0.1% -1,042 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,743 shares; 2024Q4: 51,006 shares; 2025Q1: 47,513 shares; 2025Q2: 51,431 shares; 2025Q3: 52,838 shares; 2025Q4: 54,171 shares; 2026Q1: 53,491 shares 53,491 $7.56M 0.1% -680 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: 142,518 shares; 2024Q4: 144,050 shares; 2025Q1: 137,259 shares; 2025Q2: 142,244 shares; 2025Q3: 147,714 shares; 2025Q4: 149,303 shares; 2026Q1: 152,218 shares 152,218 $7.52M 0.1% +2,915 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,318 shares; 2024Q4: 29,345 shares; 2025Q1: 27,940 shares; 2025Q2: 34,429 shares; 2025Q3: 35,712 shares; 2025Q4: 34,656 shares; 2026Q1: 43,181 shares 43,181 $7.45M 0.1% +8,525 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: 179,897 shares; 2024Q4: 151,427 shares; 2025Q1: 154,944 shares; 2025Q2: 140,086 shares; 2025Q3: 144,155 shares; 2025Q4: 150,943 shares; 2026Q1: 161,391 shares 161,391 $7.42M 0.1% +10,448 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: 58,590 shares; 2024Q4: 62,186 shares; 2025Q1: 59,570 shares; 2025Q2: 58,769 shares; 2025Q3: 56,125 shares; 2025Q4: 105,241 shares; 2026Q1: 93,412 shares 93,412 $7.39M 0.1% -11,829 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,466 shares; 2024Q4: 106,962 shares; 2025Q1: 105,113 shares; 2025Q2: 87,900 shares; 2025Q3: 87,309 shares; 2025Q4: 88,171 shares; 2026Q1: 60,882 shares 60,882 $7.38M 0.1% -27,289 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,089 shares; 2024Q4: 152,897 shares; 2025Q1: 155,915 shares; 2025Q2: 158,759 shares; 2025Q3: 155,136 shares; 2025Q4: 155,303 shares; 2026Q1: 168,950 shares 168,950 $7.35M 0.1% +13,647 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 81,448 shares; 2025Q1: 75,101 shares; 2025Q2: 68,602 shares; 2025Q3: 69,577 shares; 2025Q4: 70,145 shares; 2026Q1: 107,031 shares 107,031 $7.33M 0.1% +36,886 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 8,548 shares; 2025Q1: 8,985 shares; 2025Q2: 8,232 shares; 2025Q3: 7,703 shares; 2025Q4: 5,998 shares; 2026Q1: 6,310 shares 6,310 $7.31M 0.1% +312 Timeline EQWL 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: 8,264 shares; 2024Q4: 87,483 shares; 2025Q1: 88,895 shares; 2025Q2: 31,289 shares; 2025Q3: 33,456 shares; 2025Q4: 46,668 shares; 2026Q1: 63,322 shares 63,322 $7.3M 0.1% +16,654 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: 26,196 shares; 2024Q4: 128,845 shares; 2025Q1: 150,264 shares; 2025Q2: 126,993 shares; 2025Q3: 103,079 shares; 2025Q4: 143,971 shares; 2026Q1: 317,646 shares 317,646 $7.28M 0.1% +173,675 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: 35,129 shares; 2024Q4: 18,621 shares; 2025Q1: 19,141 shares; 2025Q2: 30,074 shares; 2025Q3: 31,140 shares; 2025Q4: 31,215 shares; 2026Q1: 55,923 shares 55,923 $7.26M 0.1% +24,708 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: 328,303 shares; 2024Q4: 339,805 shares; 2025Q1: 359,212 shares; 2025Q2: 350,010 shares; 2025Q3: 311,872 shares; 2025Q4: 268,796 shares; 2026Q1: 258,469 shares 258,469 $7.26M 0.1% -10,327 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,663 shares; 2024Q4: 35,657 shares; 2025Q1: 44,787 shares; 2025Q2: 48,613 shares; 2025Q3: 136,634 shares; 2025Q4: 149,755 shares; 2026Q1: 137,978 shares 137,978 $7.17M 0.1% -11,777 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: 76,644 shares; 2024Q4: 72,954 shares; 2025Q1: 75,105 shares; 2025Q2: 76,032 shares; 2025Q3: 79,432 shares; 2025Q4: 71,852 shares; 2026Q1: 82,393 shares 82,393 $7.14M 0.09% +10,541 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 13,284 shares; 2025Q1: 10,784 shares; 2025Q2: 13,596 shares; 2025Q3: 13,613 shares; 2025Q4: 12,275 shares; 2026Q1: 16,321 shares 16,321 $7.06M 0.09% +4,046 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: 9,155 shares; 2024Q4: 8,903 shares; 2025Q1: 8,107 shares; 2025Q2: 12,755 shares; 2025Q3: 10,417 shares; 2025Q4: 10,945 shares; 2026Q1: 14,236 shares 14,236 $7M 0.09% +3,291 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: 31,636 shares; 2024Q4: 54,460 shares; 2025Q1: 57,513 shares; 2025Q2: 50,948 shares; 2025Q3: 48,600 shares; 2025Q4: 39,556 shares; 2026Q1: 43,623 shares 43,623 $6.99M 0.09% +4,067 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 24,623 shares; 2025Q1: 22,507 shares; 2025Q2: 25,040 shares; 2025Q3: 142,087 shares; 2025Q4: 146,068 shares; 2026Q1: 173,737 shares 173,737 $6.97M 0.09% +27,669 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,659 shares; 2024Q4: 121,603 shares; 2025Q1: 125,571 shares; 2025Q2: 111,080 shares; 2025Q3: 109,117 shares; 2025Q4: 109,263 shares; 2026Q1: 138,223 shares 138,223 $6.96M 0.09% +28,960 Timeline EFG 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: 86,325 shares; 2024Q4: 81,319 shares; 2025Q1: 52,854 shares; 2025Q2: 51,011 shares; 2025Q3: 20,401 shares; 2025Q4: 11,272 shares; 2026Q1: 62,156 shares 62,156 $6.92M 0.09% +50,884 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,076 shares; 2024Q4: 34,781 shares; 2025Q1: 37,610 shares; 2025Q2: 45,237 shares; 2025Q3: 48,651 shares; 2025Q4: 48,850 shares; 2026Q1: 47,832 shares 47,832 $6.92M 0.09% -1,018 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,571 shares; 2024Q4: 5,528 shares; 2025Q1: 5,246 shares; 2025Q2: 3,580 shares; 2025Q3: 3,813 shares; 2025Q4: 144,243 shares; 2026Q1: 146,792 shares 146,792 $6.89M 0.09% +2,549 Timeline IWR 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: 30,876 shares; 2024Q4: 29,841 shares; 2025Q1: 28,682 shares; 2025Q2: 29,125 shares; 2025Q3: 63,203 shares; 2025Q4: 64,979 shares; 2026Q1: 70,293 shares 70,293 $6.83M 0.09% +5,314 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 15,960 shares; 2025Q1: 15,994 shares; 2025Q2: 18,019 shares; 2025Q3: 18,348 shares; 2025Q4: 19,028 shares; 2026Q1: 19,166 shares 19,166 $6.83M 0.09% +138 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: 88,044 shares; 2024Q4: 51,345 shares; 2025Q1: 57,222 shares; 2025Q2: 63,990 shares; 2025Q3: 63,968 shares; 2025Q4: 64,709 shares; 2026Q1: 66,533 shares 66,533 $6.83M 0.09% +1,824 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: 48,228 shares; 2024Q4: 49,947 shares; 2025Q1: 54,446 shares; 2025Q2: 55,801 shares; 2025Q3: 48,640 shares; 2025Q4: 41,284 shares; 2026Q1: 36,368 shares 36,368 $6.79M 0.09% -4,916 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 1,754 shares; 2025Q1: 3,939 shares; 2025Q2: 6,372 shares; 2025Q3: 9,127 shares; 2025Q4: 12,585 shares; 2026Q1: 12,482 shares 12,482 $6.75M 0.09% -103 Timeline FSMD 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: 17,881 shares; 2024Q4: not reported; 2025Q1: 65,250 shares; 2025Q2: 138,702 shares; 2025Q3: 142,319 shares; 2025Q4: 148,641 shares; 2026Q1: 150,230 shares 150,230 $6.72M 0.09% +1,589 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,482 shares; 2025Q1: 66,297 shares; 2025Q2: 61,633 shares; 2025Q3: 61,197 shares; 2025Q4: 60,029 shares; 2026Q1: 81,009 shares 81,009 $6.71M 0.09% +20,980 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: 46,756 shares; 2024Q4: 42,712 shares; 2025Q1: 47,736 shares; 2025Q2: 48,821 shares; 2025Q3: 44,246 shares; 2025Q4: 33,358 shares; 2026Q1: 34,912 shares 34,912 $6.7M 0.09% +1,554 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,614 shares; 2024Q4: 66,989 shares; 2025Q1: 75,853 shares; 2025Q2: 47,367 shares; 2025Q3: 49,378 shares; 2025Q4: 52,297 shares; 2026Q1: 50,520 shares 50,520 $6.67M 0.09% -1,777 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: 26,047 shares; 2024Q4: 27,790 shares; 2025Q1: 30,141 shares; 2025Q2: 41,020 shares; 2025Q3: 59,585 shares; 2025Q4: 62,989 shares; 2026Q1: 73,588 shares 73,588 $6.65M 0.09% +10,599 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: 19,203 shares; 2024Q4: 23,585 shares; 2025Q1: 38,748 shares; 2025Q2: 28,777 shares; 2025Q3: 46,761 shares; 2025Q4: 29,308 shares; 2026Q1: 40,516 shares 40,516 $6.65M 0.09% +11,208 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,449 shares; 2024Q4: 74,610 shares; 2025Q1: 81,254 shares; 2025Q2: 76,964 shares; 2025Q3: 79,652 shares; 2025Q4: 81,013 shares; 2026Q1: 80,661 shares 80,661 $6.61M 0.09% -352 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,308 shares; 2024Q4: 269,585 shares; 2025Q1: 184,914 shares; 2025Q2: 121,134 shares; 2025Q3: 130,820 shares; 2025Q4: 158,317 shares; 2026Q1: 191,174 shares 191,174 $6.58M 0.09% +32,857 Timeline GRNY 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: 239,378 shares; 2025Q1: 234,675 shares; 2025Q2: 234,070 shares; 2025Q3: 233,185 shares; 2025Q4: 272,442 shares; 2026Q1: 273,341 shares 273,341 $6.52M 0.09% +899 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 19,219 shares; 2025Q1: 20,738 shares; 2025Q2: 9,022 shares; 2025Q3: 8,723 shares; 2025Q4: 8,567 shares; 2026Q1: 14,045 shares 14,045 $6.51M 0.09% +5,478 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: 35,798 shares; 2024Q4: 21,523 shares; 2025Q1: 198,883 shares; 2025Q2: 298,935 shares; 2025Q3: 182,537 shares; 2025Q4: 145,909 shares; 2026Q1: 169,117 shares 169,117 $6.5M 0.09% +23,208 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: 26,403 shares; 2024Q4: 16,662 shares; 2025Q1: 24,650 shares; 2025Q2: 28,264 shares; 2025Q3: 28,260 shares; 2025Q4: 31,662 shares; 2026Q1: 32,609 shares 32,609 $6.49M 0.09% +947 Timeline OSCV 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: 46,807 shares; 2024Q4: 90,363 shares; 2025Q1: 165,600 shares; 2025Q2: 172,867 shares; 2025Q3: 178,190 shares; 2025Q4: 193,676 shares; 2026Q1: 162,683 shares 162,683 $6.42M 0.09% -30,993 Timeline IAGG 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: 47,705 shares; 2024Q4: 53,396 shares; 2025Q1: 59,633 shares; 2025Q2: 92,696 shares; 2025Q3: 100,341 shares; 2025Q4: 112,155 shares; 2026Q1: 125,985 shares 125,985 $6.3M 0.08% +13,830 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,935 shares; 2025Q2: 86,030 shares; 2025Q3: 87,339 shares; 2025Q4: 88,681 shares; 2026Q1: 90,871 shares 90,871 $6.27M 0.08% +2,190 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,806 shares; 2024Q4: 44,196 shares; 2025Q1: 47,975 shares; 2025Q2: 64,868 shares; 2025Q3: 70,981 shares; 2025Q4: 88,226 shares; 2026Q1: 96,299 shares 96,299 $6.25M 0.08% +8,073 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: 82,010 shares; 2024Q4: 70,340 shares; 2025Q1: 64,477 shares; 2025Q2: 96,215 shares; 2025Q3: 92,772 shares; 2025Q4: 121,702 shares; 2026Q1: 86,718 shares 86,718 $6.24M 0.08% -34,984 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,543 shares; 2025Q3: 44,757 shares; 2025Q4: 46,880 shares; 2026Q1: 58,075 shares 58,075 $6.2M 0.08% +11,195 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: 1,250 shares; 2025Q4: 109,085 shares; 2026Q1: 146,502 shares 146,502 $6.19M 0.08% +37,417 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: 20,156 shares; 2024Q4: 24,374 shares; 2025Q1: 19,564 shares; 2025Q2: 18,314 shares; 2025Q3: 18,091 shares; 2025Q4: 19,040 shares; 2026Q1: 18,930 shares 18,930 $6.17M 0.08% -110 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: 30,696 shares; 2024Q4: 30,820 shares; 2025Q1: 30,194 shares; 2025Q2: 30,170 shares; 2025Q3: 31,800 shares; 2025Q4: 36,997 shares; 2026Q1: 37,320 shares 37,320 $6.14M 0.08% +323 Timeline IUSG 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: 4,771 shares; 2024Q4: 11,821 shares; 2025Q1: 11,681 shares; 2025Q2: 12,120 shares; 2025Q3: 12,185 shares; 2025Q4: 12,183 shares; 2026Q1: 39,562 shares 39,562 $6.14M 0.08% +27,379 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,849 shares; 2024Q4: 142,058 shares; 2025Q1: 148,529 shares; 2025Q2: 159,884 shares; 2025Q3: 158,011 shares; 2025Q4: 112,727 shares; 2026Q1: 115,759 shares 115,759 $6.09M 0.08% +3,032 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,275 shares; 2024Q4: 95,741 shares; 2025Q1: 96,564 shares; 2025Q2: 85,806 shares; 2025Q3: 79,319 shares; 2025Q4: 76,322 shares; 2026Q1: 83,407 shares 83,407 $6.07M 0.08% +7,085 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,893 shares; 2025Q2: 233,929 shares; 2025Q3: 218,581 shares; 2025Q4: 222,740 shares; 2026Q1: 164,243 shares 164,243 $6.04M 0.08% -58,497 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: 67,458 shares; 2024Q4: 64,524 shares; 2025Q1: 63,299 shares; 2025Q2: 65,828 shares; 2025Q3: 82,430 shares; 2025Q4: 86,283 shares; 2026Q1: 70,679 shares 70,679 $6.02M 0.08% -15,604 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,077 shares; 2024Q4: 89,834 shares; 2025Q1: 95,026 shares; 2025Q2: 103,553 shares; 2025Q3: 82,835 shares; 2025Q4: 84,832 shares; 2026Q1: 118,181 shares 118,181 $6.02M 0.08% +33,349 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 8,732 shares; 2025Q1: 9,038 shares; 2025Q2: 8,690 shares; 2025Q3: 8,635 shares; 2025Q4: 8,368 shares; 2026Q1: 8,236 shares 8,236 $6M 0.08% -132 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,020 shares; 2024Q4: 89,956 shares; 2025Q1: 84,143 shares; 2025Q2: 80,170 shares; 2025Q3: 81,218 shares; 2025Q4: 86,567 shares; 2026Q1: 83,584 shares 83,584 $6M 0.08% -2,983 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: 14,394 shares; 2024Q4: 20,584 shares; 2025Q1: 20,678 shares; 2025Q2: 24,042 shares; 2025Q3: 32,226 shares; 2025Q4: 47,618 shares; 2026Q1: 61,850 shares 61,850 $5.97M 0.08% +14,232 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: 28,592 shares; 2024Q4: 40,396 shares; 2025Q1: 33,319 shares; 2025Q2: 32,645 shares; 2025Q3: 87,816 shares; 2025Q4: 85,605 shares; 2026Q1: 74,710 shares 74,710 $5.94M 0.08% -10,895 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,051 shares; 2024Q4: 34,879 shares; 2025Q1: 31,355 shares; 2025Q2: 32,102 shares; 2025Q3: 31,852 shares; 2025Q4: 31,893 shares; 2026Q1: 38,689 shares 38,689 $5.91M 0.08% +6,796 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,091 shares; 2024Q4: 471,765 shares; 2025Q1: 140,021 shares; 2025Q2: 121,075 shares; 2025Q3: 124,455 shares; 2025Q4: 128,955 shares; 2026Q1: 137,889 shares 137,889 $5.87M 0.08% +8,934 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 18,457 shares; 2025Q1: 22,761 shares; 2025Q2: 24,910 shares; 2025Q3: 29,935 shares; 2025Q4: 30,546 shares; 2026Q1: 18,428 shares 18,428 $5.86M 0.08% -12,118 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: 11,689 shares; 2024Q4: 16,073 shares; 2025Q1: 16,141 shares; 2025Q2: 18,083 shares; 2025Q3: 18,775 shares; 2025Q4: 19,635 shares; 2026Q1: 18,162 shares 18,162 $5.82M 0.08% -1,473 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,188 shares; 2025Q2: 181,347 shares; 2025Q3: 181,396 shares; 2025Q4: 181,525 shares; 2026Q1: 184,629 shares 184,629 $5.82M 0.08% +3,104 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: 30,716 shares; 2024Q4: 19,811 shares; 2025Q1: 39,661 shares; 2025Q2: 47,220 shares; 2025Q3: 46,293 shares; 2025Q4: 139,549 shares; 2026Q1: 127,301 shares 127,301 $5.81M 0.08% -12,248 Timeline LCTU 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: 97,209 shares; 2024Q4: 94,060 shares; 2025Q1: 80,808 shares; 2025Q2: 81,489 shares; 2025Q3: 80,477 shares; 2025Q4: 80,811 shares; 2026Q1: 82,786 shares 82,786 $5.81M 0.08% +1,975 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: 25,362 shares; 2024Q4: 23,953 shares; 2025Q1: 24,701 shares; 2025Q2: 20,117 shares; 2025Q3: 20,069 shares; 2025Q4: 17,849 shares; 2026Q1: 16,911 shares 16,911 $5.8M 0.08% -938 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: 6,564 shares; 2024Q4: 7,073 shares; 2025Q1: 21,120 shares; 2025Q2: 32,239 shares; 2025Q3: 54,064 shares; 2025Q4: 53,933 shares; 2026Q1: 56,015 shares 56,015 $5.79M 0.08% +2,082 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: 14,827 shares; 2024Q4: 12,265 shares; 2025Q1: 15,399 shares; 2025Q2: 16,420 shares; 2025Q3: 16,445 shares; 2025Q4: 17,474 shares; 2026Q1: 20,701 shares 20,701 $5.78M 0.08% +3,227 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,419 shares; 2024Q4: 132,767 shares; 2025Q1: 103,377 shares; 2025Q2: 126,879 shares; 2025Q3: 124,795 shares; 2025Q4: 133,799 shares; 2026Q1: 126,430 shares 126,430 $5.72M 0.08% -7,369 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,274 shares; 2024Q4: 16,465 shares; 2025Q1: 15,376 shares; 2025Q2: 14,912 shares; 2025Q3: 14,631 shares; 2025Q4: 14,242 shares; 2026Q1: 55,927 shares 55,927 $5.72M 0.08% +41,685 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: 22,698 shares; 2024Q4: 22,623 shares; 2025Q1: 21,194 shares; 2025Q2: 22,970 shares; 2025Q3: 23,203 shares; 2025Q4: 23,040 shares; 2026Q1: 23,414 shares 23,414 $5.68M 0.08% +374 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,440 shares; 2025Q2: 59,475 shares; 2025Q3: 52,460 shares; 2025Q4: 52,502 shares; 2026Q1: 54,275 shares 54,275 $5.63M 0.07% +1,773 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,766 shares; 2024Q4: 16,635 shares; 2025Q1: 34,764 shares; 2025Q2: 22,344 shares; 2025Q3: 33,663 shares; 2025Q4: 32,881 shares; 2026Q1: 39,760 shares 39,760 $5.61M 0.07% +6,879 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,098 shares 171,098 $5.6M 0.07% new Timeline SPBU 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: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 203,648 shares; 2026Q1: 204,205 shares 204,205 $5.55M 0.07% +557 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: 112,404 shares; 2024Q4: 112,904 shares; 2025Q1: 144,537 shares; 2025Q2: 139,374 shares; 2025Q3: 169,647 shares; 2025Q4: 161,847 shares; 2026Q1: 165,453 shares 165,453 $5.55M 0.07% +3,606 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: 47,566 shares; 2024Q4: 60,243 shares; 2025Q1: 43,593 shares; 2025Q2: 42,071 shares; 2025Q3: 42,968 shares; 2025Q4: 43,430 shares; 2026Q1: 48,228 shares 48,228 $5.55M 0.07% +4,798 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: 17,572 shares; 2024Q4: 18,145 shares; 2025Q1: 17,966 shares; 2025Q2: 16,773 shares; 2025Q3: 16,693 shares; 2025Q4: 21,067 shares; 2026Q1: 24,531 shares 24,531 $5.54M 0.07% +3,464 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: 70,583 shares; 2024Q4: 76,212 shares; 2025Q1: 76,977 shares; 2025Q2: 79,166 shares; 2025Q3: 78,527 shares; 2025Q4: 74,142 shares; 2026Q1: 92,666 shares 92,666 $5.45M 0.07% +18,524 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,584 shares; 2025Q2: 246,391 shares; 2025Q3: 246,420 shares; 2025Q4: 246,549 shares; 2026Q1: 251,436 shares 251,436 $5.41M 0.07% +4,887 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: 63,688 shares; 2024Q4: 60,453 shares; 2025Q1: 62,256 shares; 2025Q2: 65,303 shares; 2025Q3: 68,554 shares; 2025Q4: 47,120 shares; 2026Q1: 47,572 shares 47,572 $5.4M 0.07% +452 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: 87,616 shares; 2024Q4: 101,250 shares; 2025Q1: 120,660 shares; 2025Q2: 108,220 shares; 2025Q3: 105,324 shares; 2025Q4: 85,976 shares; 2026Q1: 88,887 shares 88,887 $5.39M 0.07% +2,911 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,923 shares; 2025Q3: 78,961 shares; 2025Q4: 116,948 shares; 2026Q1: 143,734 shares 143,734 $5.35M 0.07% +26,786 Timeline SH 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: 109,991 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: not reported; 2026Q1: 140,927 shares 140,927 $5.35M 0.07% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,559 shares; 2025Q3: 33,027 shares; 2025Q4: 47,119 shares; 2026Q1: 68,779 shares 68,779 $5.33M 0.07% +21,660 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,844 shares; 2024Q4: 49,456 shares; 2025Q1: 48,161 shares; 2025Q2: 47,607 shares; 2025Q3: 47,589 shares; 2025Q4: 45,090 shares; 2026Q1: 45,635 shares 45,635 $5.28M 0.07% +545 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: 59,675 shares; 2024Q4: 60,339 shares; 2025Q1: 40,998 shares; 2025Q2: 42,356 shares; 2025Q3: 39,651 shares; 2025Q4: 43,623 shares; 2026Q1: 55,623 shares 55,623 $5.28M 0.07% +12,000 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 8,064 shares; 2025Q1: 7,561 shares; 2025Q2: 7,597 shares; 2025Q3: 7,926 shares; 2025Q4: 37,827 shares; 2026Q1: 38,098 shares 38,098 $5.27M 0.07% +271 Timeline BUFD 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: 163,058 shares; 2024Q4: 187,422 shares; 2025Q1: 159,109 shares; 2025Q2: 174,066 shares; 2025Q3: 180,679 shares; 2025Q4: 181,903 shares; 2026Q1: 186,539 shares 186,539 $5.22M 0.07% +4,636 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,621 shares; 2024Q4: 28,422 shares; 2025Q1: 18,966 shares; 2025Q2: 18,943 shares; 2025Q3: 18,960 shares; 2025Q4: 19,407 shares; 2026Q1: 17,234 shares 17,234 $5.21M 0.07% -2,173 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: 55,649 shares; 2024Q4: 78,321 shares; 2025Q1: 75,261 shares; 2025Q2: 78,022 shares; 2025Q3: 60,825 shares; 2025Q4: 61,392 shares; 2026Q1: 63,631 shares 63,631 $5.2M 0.07% +2,239 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: 28,445 shares; 2024Q4: 22,439 shares; 2025Q1: 23,117 shares; 2025Q2: 24,814 shares; 2025Q3: 25,322 shares; 2025Q4: 23,985 shares; 2026Q1: 25,009 shares 25,009 $5.2M 0.07% +1,024 Timeline VB 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: 20,131 shares; 2024Q4: 22,450 shares; 2025Q1: 19,516 shares; 2025Q2: 18,848 shares; 2025Q3: 19,115 shares; 2025Q4: 20,136 shares; 2026Q1: 19,749 shares 19,749 $5.17M 0.07% -387 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: 36,231 shares; 2024Q4: 34,700 shares; 2025Q1: 48,842 shares; 2025Q2: 50,106 shares; 2025Q3: 53,811 shares; 2025Q4: 49,131 shares; 2026Q1: 52,353 shares 52,353 $5.15M 0.07% +3,222 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: 11,344 shares; 2024Q4: 10,981 shares; 2025Q1: 11,458 shares; 2025Q2: 27,708 shares; 2025Q3: 23,862 shares; 2025Q4: 25,607 shares; 2026Q1: 28,099 shares 28,099 $5.13M 0.07% +2,492 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,164 shares; 2024Q4: 44,663 shares; 2025Q1: 43,290 shares; 2025Q2: 45,601 shares; 2025Q3: 44,069 shares; 2025Q4: 43,511 shares; 2026Q1: 43,178 shares 43,178 $5.11M 0.07% -333 Timeline BILS 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: 26,153 shares; 2025Q3: 47,134 shares; 2025Q4: 56,025 shares; 2026Q1: 51,223 shares 51,223 $5.09M 0.07% -4,802 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,203 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 40,125 shares; 2026Q1: 37,629 shares 37,629 $5.09M 0.07% -2,496 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 16,720 shares; 2025Q1: 17,027 shares; 2025Q2: 13,469 shares; 2025Q3: 15,782 shares; 2025Q4: 16,495 shares; 2026Q1: 17,048 shares 17,048 $5.09M 0.07% +553 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: 9,588 shares; 2024Q4: 10,292 shares; 2025Q1: 16,359 shares; 2025Q2: 53,635 shares; 2025Q3: 54,870 shares; 2025Q4: 57,817 shares; 2026Q1: 59,902 shares 59,902 $5.08M 0.07% +2,085 Timeline VNQ 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: 45,991 shares; 2024Q4: 45,268 shares; 2025Q1: 46,417 shares; 2025Q2: 55,545 shares; 2025Q3: 54,482 shares; 2025Q4: 56,776 shares; 2026Q1: 56,953 shares 56,953 $5.05M 0.07% +177 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,222 shares; 2024Q4: 72,342 shares; 2025Q1: 66,782 shares; 2025Q2: 69,323 shares; 2025Q3: 84,948 shares; 2025Q4: 86,034 shares; 2026Q1: 101,459 shares 101,459 $5.01M 0.07% +15,425 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,241 shares; 2024Q4: 165,770 shares; 2025Q1: 170,592 shares; 2025Q2: 110,891 shares; 2025Q3: 110,876 shares; 2025Q4: 112,812 shares; 2026Q1: 105,860 shares 105,860 $4.98M 0.07% -6,952 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,321 shares; 2025Q1: 69,090 shares; 2025Q2: 68,119 shares; 2025Q3: 70,747 shares; 2025Q4: 128,835 shares; 2026Q1: 128,100 shares 128,100 $4.95M 0.07% -735 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,482 shares; 2024Q4: 50,391 shares; 2025Q1: 51,629 shares; 2025Q2: 48,932 shares; 2025Q3: 48,626 shares; 2025Q4: 52,516 shares; 2026Q1: 52,358 shares 52,358 $4.94M 0.07% -158 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 15,842 shares; 2025Q1: 18,618 shares; 2025Q2: 20,538 shares; 2025Q3: 20,059 shares; 2025Q4: 36,046 shares; 2026Q1: 38,510 shares 38,510 $4.93M 0.07% +2,464 Timeline USMV 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: 36,490 shares; 2024Q4: 39,164 shares; 2025Q1: 41,844 shares; 2025Q2: 49,446 shares; 2025Q3: 49,789 shares; 2025Q4: 50,252 shares; 2026Q1: 52,988 shares 52,988 $4.91M 0.07% +2,736 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,925 shares; 2024Q4: 44,385 shares; 2025Q1: 43,487 shares; 2025Q2: 48,271 shares; 2025Q3: 43,658 shares; 2025Q4: 43,505 shares; 2026Q1: 51,990 shares 51,990 $4.89M 0.07% +8,485 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 8,140 shares; 2025Q1: 9,241 shares; 2025Q2: 14,610 shares; 2025Q3: 10,421 shares; 2025Q4: 11,424 shares; 2026Q1: 12,534 shares 12,534 $4.87M 0.06% +1,110 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,637 shares; 2025Q1: 281,847 shares; 2025Q2: not reported; 2025Q3: 15,039 shares; 2025Q4: 329,604 shares; 2026Q1: 347,457 shares 347,457 $4.85M 0.06% +17,853 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 17,909 shares; 2026Q1: 132,565 shares 132,565 $4.83M 0.06% +114,656 Timeline EWI 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: 3,443 shares; 2025Q4: 12,654 shares; 2026Q1: 89,372 shares 89,372 $4.77M 0.06% +76,718 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: 80,604 shares; 2024Q4: 77,584 shares; 2025Q1: 82,716 shares; 2025Q2: 105,310 shares; 2025Q3: 72,797 shares; 2025Q4: 86,092 shares; 2026Q1: 95,668 shares 95,668 $4.77M 0.06% +9,576 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,610 shares; 2024Q4: 23,683 shares; 2025Q1: 40,896 shares; 2025Q2: 56,015 shares; 2025Q3: 62,563 shares; 2025Q4: 84,356 shares; 2026Q1: 131,966 shares 131,966 $4.77M 0.06% +47,610 Timeline POCT 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: 102,260 shares; 2025Q1: 100,529 shares; 2025Q2: 99,871 shares; 2025Q3: 99,362 shares; 2025Q4: 111,554 shares; 2026Q1: 110,522 shares 110,522 $4.76M 0.06% -1,032 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 39,223 shares; 2025Q1: 41,463 shares; 2025Q2: 45,643 shares; 2025Q3: 47,942 shares; 2025Q4: 51,734 shares; 2026Q1: 53,803 shares 53,803 $4.76M 0.06% +2,069 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: 61,674 shares; 2024Q4: 54,995 shares; 2025Q1: 56,262 shares; 2025Q2: 65,505 shares; 2025Q3: 66,580 shares; 2025Q4: 56,051 shares; 2026Q1: 52,696 shares 52,696 $4.72M 0.06% -3,355 Timeline MLPA 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: 48,348 shares; 2024Q4: 54,042 shares; 2025Q1: 59,629 shares; 2025Q2: 71,370 shares; 2025Q3: 72,894 shares; 2025Q4: 84,549 shares; 2026Q1: 87,376 shares 87,376 $4.71M 0.06% +2,827 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: 25,793 shares; 2024Q4: 21,552 shares; 2025Q1: 23,787 shares; 2025Q2: 23,904 shares; 2025Q3: 22,905 shares; 2025Q4: 108,890 shares; 2026Q1: 100,079 shares 100,079 $4.69M 0.06% -8,811 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: 25,202 shares; 2024Q4: 25,073 shares; 2025Q1: 18,312 shares; 2025Q2: 15,851 shares; 2025Q3: 15,884 shares; 2025Q4: 13,750 shares; 2026Q1: 13,179 shares 13,179 $4.69M 0.06% -571 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: 70,224 shares; 2024Q4: 70,224 shares; 2025Q1: 68,839 shares; 2025Q2: 68,769 shares; 2025Q3: 66,194 shares; 2025Q4: 64,280 shares; 2026Q1: 66,073 shares 66,073 $4.69M 0.06% +1,793 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,462 shares; 2024Q4: 33,060 shares; 2025Q1: 33,949 shares; 2025Q2: 36,568 shares; 2025Q3: 36,374 shares; 2025Q4: 43,907 shares; 2026Q1: 42,964 shares 42,964 $4.68M 0.06% -943 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,818 shares; 2024Q4: 18,886 shares; 2025Q1: 22,759 shares; 2025Q2: 30,834 shares; 2025Q3: 38,986 shares; 2025Q4: 38,358 shares; 2026Q1: 35,629 shares 35,629 $4.67M 0.06% -2,729 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 17,684 shares; 2025Q1: 17,694 shares; 2025Q2: 18,278 shares; 2025Q3: 18,086 shares; 2025Q4: 18,579 shares; 2026Q1: 18,632 shares 18,632 $4.66M 0.06% +53 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,838 shares; 2024Q4: 36,444 shares; 2025Q1: 27,277 shares; 2025Q2: 26,574 shares; 2025Q3: 26,596 shares; 2025Q4: 51,185 shares; 2026Q1: 42,698 shares 42,698 $4.65M 0.06% -8,487 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,554 shares; 2024Q4: 75,642 shares; 2025Q1: 75,349 shares; 2025Q2: 67,625 shares; 2025Q3: 68,614 shares; 2025Q4: 16,845 shares; 2026Q1: 19,298 shares 19,298 $4.63M 0.06% +2,453 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: 22,263 shares; 2024Q4: 23,469 shares; 2025Q1: 24,342 shares; 2025Q2: 22,876 shares; 2025Q3: 24,642 shares; 2025Q4: not reported; 2026Q1: 23,312 shares 23,312 $4.62M 0.06% new 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: 22,634 shares; 2024Q4: 30,635 shares; 2025Q1: 16,763 shares; 2025Q2: 33,106 shares; 2025Q3: 32,639 shares; 2025Q4: 33,065 shares; 2026Q1: 46,656 shares 46,656 $4.62M 0.06% +13,591 Timeline EIS 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: 1,955 shares; 2025Q4: 6,496 shares; 2026Q1: 39,780 shares 39,780 $4.62M 0.06% +33,284 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: 12,083 shares; 2024Q4: 11,820 shares; 2025Q1: 12,938 shares; 2025Q2: 14,038 shares; 2025Q3: 14,119 shares; 2025Q4: 14,656 shares; 2026Q1: 15,813 shares 15,813 $4.61M 0.06% +1,157 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,254 shares; 2024Q4: 28,253 shares; 2025Q1: 21,402 shares; 2025Q2: 25,221 shares; 2025Q3: 25,721 shares; 2025Q4: 25,622 shares; 2026Q1: 18,886 shares 18,886 $4.59M 0.06% -6,736 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: 44,840 shares; 2024Q4: 42,498 shares; 2025Q1: 21,044 shares; 2025Q2: 22,528 shares; 2025Q3: 24,184 shares; 2025Q4: 23,987 shares; 2026Q1: 24,837 shares 24,837 $4.58M 0.06% +850 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: 17,486 shares; 2024Q4: 17,579 shares; 2025Q1: 17,699 shares; 2025Q2: 18,108 shares; 2025Q3: 18,106 shares; 2025Q4: 17,608 shares; 2026Q1: 17,533 shares 17,533 $4.56M 0.06% -75 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,497 shares; 2025Q1: 9,698 shares; 2025Q2: 11,279 shares; 2025Q3: 11,423 shares; 2025Q4: 11,737 shares; 2026Q1: 10,716 shares 10,716 $4.56M 0.06% -1,021 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: 71,186 shares; 2024Q4: 54,369 shares; 2025Q1: 59,960 shares; 2025Q2: 80,762 shares; 2025Q3: 80,304 shares; 2025Q4: 47,555 shares; 2026Q1: 47,251 shares 47,251 $4.55M 0.06% -304 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,132 shares; 2024Q4: 86,907 shares; 2025Q1: 84,941 shares; 2025Q2: 90,206 shares; 2025Q3: 93,293 shares; 2025Q4: 95,144 shares; 2026Q1: 163,487 shares 163,487 $4.55M 0.06% +68,343 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 9,173 shares; 2026Q1: 36,992 shares 36,992 $4.55M 0.06% +27,819 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,799 shares; 2024Q4: 478,007 shares; 2025Q1: 147,744 shares; 2025Q2: 108,403 shares; 2025Q3: 129,263 shares; 2025Q4: 113,828 shares; 2026Q1: 117,269 shares 117,269 $4.51M 0.06% +3,441 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: 89,568 shares; 2026Q1: 115,019 shares 115,019 $4.48M 0.06% +25,451 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,403 shares; 2024Q4: 114,859 shares; 2025Q1: 111,544 shares; 2025Q2: 108,814 shares; 2025Q3: 106,422 shares; 2025Q4: 106,780 shares; 2026Q1: 105,273 shares 105,273 $4.48M 0.06% -1,507 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,040 shares; 2025Q3: 48,733 shares; 2025Q4: 68,978 shares; 2026Q1: 68,126 shares 68,126 $4.48M 0.06% -852 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 45,012 shares; 2025Q1: 53,776 shares; 2025Q2: 64,928 shares; 2025Q3: 67,567 shares; 2025Q4: 77,455 shares; 2026Q1: 81,243 shares 81,243 $4.46M 0.06% +3,788 Timeline GHYB 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: 100,041 shares; 2024Q4: 95,404 shares; 2025Q1: 102,157 shares; 2025Q2: 98,994 shares; 2025Q3: 99,752 shares; 2025Q4: 103,719 shares; 2026Q1: 99,704 shares 99,704 $4.44M 0.06% -4,015 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: 29,753 shares; 2024Q4: 91,397 shares; 2025Q1: 85,234 shares; 2025Q2: 86,482 shares; 2025Q3: 87,863 shares; 2025Q4: 93,940 shares; 2026Q1: 96,049 shares 96,049 $4.42M 0.06% +2,109 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: 16,629 shares; 2024Q4: 11,842 shares; 2025Q1: 41,679 shares; 2025Q2: 54,500 shares; 2025Q3: 58,501 shares; 2025Q4: 96,083 shares; 2026Q1: 113,086 shares 113,086 $4.41M 0.06% +17,003 Timeline COWG 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: 110,768 shares; 2024Q4: 135,896 shares; 2025Q1: 139,775 shares; 2025Q2: 151,691 shares; 2025Q3: 149,113 shares; 2025Q4: 134,298 shares; 2026Q1: 130,578 shares 130,578 $4.41M 0.06% -3,720 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: 39,620 shares; 2024Q4: 34,708 shares; 2025Q1: 35,194 shares; 2025Q2: 36,907 shares; 2025Q3: 38,013 shares; 2025Q4: 39,820 shares; 2026Q1: 44,082 shares 44,082 $4.4M 0.06% +4,262 Timeline DGRW 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: 21,049 shares; 2024Q4: 21,766 shares; 2025Q1: 56,398 shares; 2025Q2: 60,353 shares; 2025Q3: 61,414 shares; 2025Q4: 62,632 shares; 2026Q1: 49,986 shares 49,986 $4.39M 0.06% -12,646 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 14,413 shares; 2025Q1: 14,322 shares; 2025Q2: 14,539 shares; 2025Q3: 10,611 shares; 2025Q4: 10,375 shares; 2026Q1: 12,088 shares 12,088 $4.39M 0.06% +1,713 Timeline EPU 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: 2,762 shares; 2025Q4: 10,035 shares; 2026Q1: 54,371 shares 54,371 $4.39M 0.06% +44,336 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,850 shares; 2024Q4: 87,323 shares; 2025Q1: 142,335 shares; 2025Q2: 149,097 shares; 2025Q3: 146,822 shares; 2025Q4: 116,895 shares; 2026Q1: 55,685 shares 55,685 $4.37M 0.06% -61,210 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,599 shares; 2025Q1: 8,805 shares; 2025Q2: 10,062 shares; 2025Q3: 8,946 shares; 2025Q4: 9,299 shares; 2026Q1: 9,791 shares 9,791 $4.35M 0.06% +492 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: 10,497 shares; 2024Q4: 10,230 shares; 2025Q1: 10,251 shares; 2025Q2: 12,081 shares; 2025Q3: 11,923 shares; 2025Q4: 12,204 shares; 2026Q1: 12,584 shares 12,584 $4.34M 0.06% +380 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: 36,624 shares; 2024Q4: 50,970 shares; 2025Q1: 50,230 shares; 2025Q2: 48,202 shares; 2025Q3: 49,727 shares; 2025Q4: 47,060 shares; 2026Q1: 36,629 shares 36,629 $4.34M 0.06% -10,431 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: 7,934 shares; 2024Q4: 29,040 shares; 2025Q1: 26,628 shares; 2025Q2: 27,914 shares; 2025Q3: 31,012 shares; 2025Q4: 27,811 shares; 2026Q1: 38,618 shares 38,618 $4.34M 0.06% +10,807 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: 3,447 shares; 2024Q4: 2,341 shares; 2025Q1: 2,486 shares; 2025Q2: 47,503 shares; 2025Q3: 43,502 shares; 2025Q4: 45,204 shares; 2026Q1: 46,977 shares 46,977 $4.34M 0.06% +1,773 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: 3,538 shares; 2024Q4: 9,031 shares; 2025Q1: 12,494 shares; 2025Q2: 12,233 shares; 2025Q3: 12,232 shares; 2025Q4: 12,081 shares; 2026Q1: 11,725 shares 11,725 $4.31M 0.06% -356 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 25,282 shares; 2025Q1: 21,955 shares; 2025Q2: 22,650 shares; 2025Q3: 24,211 shares; 2025Q4: 24,805 shares; 2026Q1: 22,932 shares 22,932 $4.28M 0.06% -1,873 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 146,541 shares; 2026Q1: 169,942 shares 169,942 $4.27M 0.06% +23,401 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,393 shares; 2025Q3: 52,563 shares; 2025Q4: 53,689 shares; 2026Q1: 71,724 shares 71,724 $4.27M 0.06% +18,035 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: 3,687 shares; 2025Q1: 3,826 shares; 2025Q2: 4,513 shares; 2025Q3: 4,501 shares; 2025Q4: 4,576 shares; 2026Q1: 4,406 shares 4,406 $4.24M 0.06% -170 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,715 shares; 2024Q4: 59,149 shares; 2025Q1: 124,129 shares; 2025Q2: 129,390 shares; 2025Q3: 126,719 shares; 2025Q4: 130,036 shares; 2026Q1: 118,897 shares 118,897 $4.23M 0.06% -11,139 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,854 shares; 2024Q4: 18,781 shares; 2025Q1: 18,782 shares; 2025Q2: 17,582 shares; 2025Q3: 15,330 shares; 2025Q4: 13,780 shares; 2026Q1: 14,008 shares 14,008 $4.23M 0.06% +228 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: 18,439 shares; 2024Q4: 19,190 shares; 2025Q1: 20,938 shares; 2025Q2: 21,921 shares; 2025Q3: 23,105 shares; 2025Q4: 75,074 shares; 2026Q1: 74,713 shares 74,713 $4.23M 0.06% -361 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,653 shares; 2025Q1: 2,001 shares; 2025Q2: 3,162 shares; 2025Q3: 3,298 shares; 2025Q4: 3,321 shares; 2026Q1: 3,060 shares 3,060 $4.22M 0.06% -261 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 21,780 shares; 2025Q1: 32,687 shares; 2025Q2: 41,751 shares; 2025Q3: 46,788 shares; 2025Q4: 54,285 shares; 2026Q1: 73,567 shares 73,567 $4.2M 0.06% +19,282 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 51,879 shares; 2025Q1: 54,484 shares; 2025Q2: 56,950 shares; 2025Q3: 59,467 shares; 2025Q4: 47,520 shares; 2026Q1: 45,763 shares 45,763 $4.19M 0.06% -1,757 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,382 shares; 2024Q4: 20,088 shares; 2025Q1: 20,500 shares; 2025Q2: 25,626 shares; 2025Q3: 26,856 shares; 2025Q4: 42,757 shares; 2026Q1: 54,170 shares 54,170 $4.18M 0.06% +11,413 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,569 shares; 2024Q4: 42,042 shares; 2025Q1: 38,711 shares; 2025Q2: 47,054 shares; 2025Q3: 48,124 shares; 2025Q4: 56,304 shares; 2026Q1: 76,442 shares 76,442 $4.18M 0.06% +20,138 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: 130,645 shares; 2024Q4: 67,493 shares; 2025Q1: 72,512 shares; 2025Q2: 7,228 shares; 2025Q3: 6,483 shares; 2025Q4: 42,651 shares; 2026Q1: 42,505 shares 42,505 $4.16M 0.06% -146 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,239 shares; 2024Q4: 31,462 shares; 2025Q1: 29,280 shares; 2025Q2: 34,894 shares; 2025Q3: 37,948 shares; 2025Q4: 38,291 shares; 2026Q1: 35,835 shares 35,835 $4.14M 0.06% -2,456 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 28,903 shares; 2025Q1: 28,476 shares; 2025Q2: 29,676 shares; 2025Q3: 30,000 shares; 2025Q4: 29,780 shares; 2026Q1: 30,222 shares 30,222 $4.12M 0.05% +442 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,633 shares; 2024Q4: 56,854 shares; 2025Q1: 72,467 shares; 2025Q2: 68,287 shares; 2025Q3: 73,673 shares; 2025Q4: 76,407 shares; 2026Q1: 78,172 shares 78,172 $4.12M 0.05% +1,765 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 18,212 shares; 2025Q1: 26,125 shares; 2025Q2: 31,847 shares; 2025Q3: 35,661 shares; 2025Q4: 40,832 shares; 2026Q1: 40,290 shares 40,290 $4.06M 0.05% -542 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,910 shares; 2025Q3: 52,124 shares; 2025Q4: 56,816 shares; 2026Q1: 58,356 shares 58,356 $4.06M 0.05% +1,540 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,655 shares; 2025Q2: 21,261 shares; 2025Q3: 22,111 shares; 2025Q4: 24,645 shares; 2026Q1: 39,845 shares 39,845 $4.05M 0.05% +15,200 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,750 shares; 2024Q4: 46,134 shares; 2025Q1: 31,284 shares; 2025Q2: 34,096 shares; 2025Q3: 37,385 shares; 2025Q4: 39,457 shares; 2026Q1: 64,036 shares 64,036 $4.02M 0.05% +24,579 Timeline VGK 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: 11,176 shares; 2024Q4: 17,882 shares; 2025Q1: 27,151 shares; 2025Q2: 39,550 shares; 2025Q3: 42,146 shares; 2025Q4: 44,831 shares; 2026Q1: 48,608 shares 48,608 $4.01M 0.05% +3,777 Timeline XLC 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: 95,246 shares; 2024Q4: 61,979 shares; 2025Q1: 56,223 shares; 2025Q2: 43,597 shares; 2025Q3: 43,098 shares; 2025Q4: 42,197 shares; 2026Q1: 36,087 shares 36,087 $4M 0.05% -6,110 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 33,765 shares; 2025Q1: 34,921 shares; 2025Q2: 37,930 shares; 2025Q3: 37,371 shares; 2025Q4: 39,670 shares; 2026Q1: 42,963 shares 42,963 $4M 0.05% +3,293 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: 19,001 shares; 2024Q4: 21,108 shares; 2025Q1: 26,515 shares; 2025Q2: 20,598 shares; 2025Q3: 14,711 shares; 2025Q4: 16,066 shares; 2026Q1: 21,006 shares 21,006 $3.98M 0.05% +4,940 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,958 shares; 2026Q1: 244,159 shares 244,159 $3.98M 0.05% +138,201 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,443 shares; 2025Q2: 6,711 shares; 2025Q3: 6,799 shares; 2025Q4: 6,540 shares; 2026Q1: 7,292 shares 7,292 $3.97M 0.05% +752 Timeline DFIV 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: 18,925 shares; 2024Q4: 28,077 shares; 2025Q1: 51,151 shares; 2025Q2: 56,793 shares; 2025Q3: 60,485 shares; 2025Q4: 62,560 shares; 2026Q1: 75,232 shares 75,232 $3.97M 0.05% +12,672 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,112 shares; 2024Q4: 152,699 shares; 2025Q1: 156,362 shares; 2025Q2: 124,061 shares; 2025Q3: 139,568 shares; 2025Q4: 135,321 shares; 2026Q1: 119,589 shares 119,589 $3.97M 0.05% -15,732 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: 41,764 shares; 2024Q4: 44,057 shares; 2025Q1: 41,658 shares; 2025Q2: 45,917 shares; 2025Q3: 50,680 shares; 2025Q4: 47,910 shares; 2026Q1: 40,479 shares 40,479 $3.95M 0.05% -7,431 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: 14,182 shares; 2024Q4: 16,828 shares; 2025Q1: 18,750 shares; 2025Q2: 21,407 shares; 2025Q3: 28,304 shares; 2025Q4: 25,879 shares; 2026Q1: 27,175 shares 27,175 $3.95M 0.05% +1,296 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,838 shares; 2024Q4: 23,339 shares; 2025Q1: 17,952 shares; 2025Q2: 18,934 shares; 2025Q3: 20,309 shares; 2025Q4: 22,533 shares; 2026Q1: 19,884 shares 19,884 $3.94M 0.05% -2,649 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,889 shares; 2024Q4: 13,060 shares; 2025Q1: 14,261 shares; 2025Q2: 14,362 shares; 2025Q3: 18,029 shares; 2025Q4: 18,696 shares; 2026Q1: 20,106 shares 20,106 $3.94M 0.05% +1,410 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: 8,157 shares; 2024Q4: 7,501 shares; 2025Q1: 5,837 shares; 2025Q2: 6,265 shares; 2025Q3: 6,233 shares; 2025Q4: 6,237 shares; 2026Q1: 5,322 shares 5,322 $3.93M 0.05% -915 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,685 shares; 2024Q4: 38,886 shares; 2025Q1: 39,543 shares; 2025Q2: 40,577 shares; 2025Q3: 39,889 shares; 2025Q4: 41,445 shares; 2026Q1: 42,975 shares 42,975 $3.93M 0.05% +1,530 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,404 shares; 2024Q4: 21,023 shares; 2025Q1: 23,713 shares; 2025Q2: 22,836 shares; 2025Q3: 30,476 shares; 2025Q4: 47,628 shares; 2026Q1: 37,884 shares 37,884 $3.93M 0.05% -9,744 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,416 shares; 2024Q4: 39,221 shares; 2025Q1: 41,136 shares; 2025Q2: 44,343 shares; 2025Q3: 43,651 shares; 2025Q4: 34,068 shares; 2026Q1: 35,204 shares 35,204 $3.92M 0.05% +1,136 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,498 shares; 2025Q2: 177,051 shares; 2025Q3: 2,764 shares; 2025Q4: not reported; 2026Q1: 132,853 shares 132,853 $3.92M 0.05% 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: 105,031 shares; 2024Q4: 55,001 shares; 2025Q1: 48,248 shares; 2025Q2: 49,818 shares; 2025Q3: 44,113 shares; 2025Q4: 44,376 shares; 2026Q1: 54,322 shares 54,322 $3.9M 0.05% +9,946 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,488 shares; 2025Q4: 7,334 shares; 2026Q1: 68,045 shares 68,045 $3.9M 0.05% +60,711 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,362 shares 71,362 $3.9M 0.05% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 28,088 shares; 2025Q1: 28,047 shares; 2025Q2: 39,011 shares; 2025Q3: 41,465 shares; 2025Q4: 40,950 shares; 2026Q1: 41,413 shares 41,413 $3.88M 0.05% +463 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: 37,086 shares; 2024Q4: 37,628 shares; 2025Q1: 42,742 shares; 2025Q2: 46,859 shares; 2025Q3: 47,685 shares; 2025Q4: 47,281 shares; 2026Q1: 47,574 shares 47,574 $3.85M 0.05% +293 Timeline PXH 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: 1,408 shares; 2025Q4: 127,335 shares; 2026Q1: 142,858 shares 142,858 $3.84M 0.05% +15,523 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,894 shares; 2025Q1: 53,132 shares; 2025Q2: 106,939 shares; 2025Q3: 135,030 shares; 2025Q4: 153,633 shares; 2026Q1: 145,375 shares 145,375 $3.84M 0.05% -8,258 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,540 shares; 2025Q2: 72,672 shares; 2025Q3: 77,387 shares; 2025Q4: 82,038 shares; 2026Q1: 106,033 shares 106,033 $3.84M 0.05% +23,995 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 18,320 shares; 2025Q1: 21,752 shares; 2025Q2: 49,773 shares; 2025Q3: 49,392 shares; 2025Q4: 59,000 shares; 2026Q1: 85,545 shares 85,545 $3.84M 0.05% +26,545 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: 3,720 shares; 2024Q4: 4,820 shares; 2025Q1: 4,952 shares; 2025Q2: 5,707 shares; 2025Q3: 5,932 shares; 2025Q4: 6,331 shares; 2026Q1: 17,629 shares 17,629 $3.82M 0.05% +11,298 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,303 shares; 2025Q1: 35,492 shares; 2025Q2: 30,063 shares; 2025Q3: 31,087 shares; 2025Q4: 31,669 shares; 2026Q1: 62,466 shares 62,466 $3.81M 0.05% +30,797 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: not reported; 2026Q1: 75,610 shares 75,610 $3.81M 0.05% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 7,620 shares; 2025Q2: 26,260 shares; 2025Q3: 20,663 shares; 2025Q4: 23,786 shares; 2026Q1: 30,487 shares 30,487 $3.8M 0.05% +6,701 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: 30,370 shares; 2024Q4: 25,354 shares; 2025Q1: 22,663 shares; 2025Q2: 24,040 shares; 2025Q3: 32,464 shares; 2025Q4: 38,135 shares; 2026Q1: 47,164 shares 47,164 $3.8M 0.05% +9,029 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: 82,887 shares; 2024Q4: 86,110 shares; 2025Q1: 80,926 shares; 2025Q2: 122,719 shares; 2025Q3: 121,363 shares; 2025Q4: 143,357 shares; 2026Q1: 113,081 shares 113,081 $3.79M 0.05% -30,276 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: 24,160 shares; 2024Q4: 37,623 shares; 2025Q1: 42,907 shares; 2025Q2: 52,483 shares; 2025Q3: 43,824 shares; 2025Q4: 42,712 shares; 2026Q1: 31,979 shares 31,979 $3.79M 0.05% -10,733 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: 5,420 shares; 2024Q4: 5,617 shares; 2025Q1: 5,544 shares; 2025Q2: 6,089 shares; 2025Q3: 6,227 shares; 2025Q4: 6,394 shares; 2026Q1: 6,131 shares 6,131 $3.78M 0.05% -263 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: 26,438 shares; 2024Q4: 40,171 shares; 2025Q1: 20,984 shares; 2025Q2: 22,146 shares; 2025Q3: 41,136 shares; 2025Q4: 40,898 shares; 2026Q1: 39,747 shares 39,747 $3.76M 0.05% -1,151 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 36,032 shares; 2025Q1: 42,355 shares; 2025Q2: 65,097 shares; 2025Q3: 72,464 shares; 2025Q4: 70,530 shares; 2026Q1: 100,311 shares 100,311 $3.73M 0.05% +29,781 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 25,540 shares; 2025Q1: 11,816 shares; 2025Q2: 21,677 shares; 2025Q3: 22,259 shares; 2025Q4: 22,826 shares; 2026Q1: 33,760 shares 33,760 $3.73M 0.05% +10,934 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: 28,020 shares; 2024Q4: 28,398 shares; 2025Q1: 31,705 shares; 2025Q2: 29,222 shares; 2025Q3: 29,125 shares; 2025Q4: 28,838 shares; 2026Q1: 28,054 shares 28,054 $3.68M 0.05% -784 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,388 shares; 2025Q3: 19,938 shares; 2025Q4: 23,012 shares; 2026Q1: 158,834 shares 158,834 $3.66M 0.05% +135,822 Timeline PSFF 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: 115,489 shares; 2024Q4: 105,240 shares; 2025Q1: 135,324 shares; 2025Q2: 59,675 shares; 2025Q3: 57,949 shares; 2025Q4: 107,802 shares; 2026Q1: 114,239 shares 114,239 $3.66M 0.05% +6,437 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: 9,306 shares; 2024Q4: 9,418 shares; 2025Q1: 10,205 shares; 2025Q2: 35,251 shares; 2025Q3: 37,935 shares; 2025Q4: 39,222 shares; 2026Q1: 39,061 shares 39,061 $3.64M 0.05% -161 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,499 shares; 2025Q1: 12,567 shares; 2025Q2: 12,633 shares; 2025Q3: 13,505 shares; 2025Q4: 13,288 shares; 2026Q1: 12,605 shares 12,605 $3.62M 0.05% -683 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: not reported; 2026Q1: 58,027 shares 58,027 $3.61M 0.05% new 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: 42,709 shares; 2024Q4: 74,500 shares; 2025Q1: 49,801 shares; 2025Q2: 60,609 shares; 2025Q3: 62,232 shares; 2025Q4: 65,308 shares; 2026Q1: 71,631 shares 71,631 $3.6M 0.05% +6,323 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,516 shares; 2025Q1: 10,406 shares; 2025Q2: 10,905 shares; 2025Q3: 11,122 shares; 2025Q4: 12,545 shares; 2026Q1: 12,356 shares 12,356 $3.59M 0.05% -189 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 29,734 shares; 2025Q1: 72,050 shares; 2025Q2: 84,994 shares; 2025Q3: 109,377 shares; 2025Q4: 56,886 shares; 2026Q1: 60,267 shares 60,267 $3.56M 0.05% +3,381 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: 31,808 shares; 2024Q4: 41,022 shares; 2025Q1: 37,505 shares; 2025Q2: 35,377 shares; 2025Q3: 53,271 shares; 2025Q4: 60,412 shares; 2026Q1: 62,402 shares 62,402 $3.54M 0.05% +1,990 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: not reported; 2026Q1: 180,002 shares 180,002 $3.54M 0.05% new Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 967 shares; 2025Q4: not reported; 2026Q1: 58,673 shares 58,673 $3.52M 0.05% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 59,902 shares; 2025Q1: 60,652 shares; 2025Q2: 59,668 shares; 2025Q3: 68,710 shares; 2025Q4: 57,241 shares; 2026Q1: 52,899 shares 52,899 $3.51M 0.05% -4,342 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 9,266 shares; 2025Q1: 9,852 shares; 2025Q2: 14,580 shares; 2025Q3: 13,927 shares; 2025Q4: 13,744 shares; 2026Q1: 20,060 shares 20,060 $3.5M 0.05% +6,316 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,291 shares; 2024Q4: 87,577 shares; 2025Q1: 90,766 shares; 2025Q2: 93,257 shares; 2025Q3: 104,452 shares; 2025Q4: 105,619 shares; 2026Q1: 114,674 shares 114,674 $3.5M 0.05% +9,055 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,217 shares; 2024Q4: 104,914 shares; 2025Q1: 107,375 shares; 2025Q2: 110,969 shares; 2025Q3: 112,191 shares; 2025Q4: 113,414 shares; 2026Q1: 118,581 shares 118,581 $3.5M 0.05% +5,167 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,964 shares; 2025Q4: 14,558 shares; 2026Q1: 155,908 shares 155,908 $3.49M 0.05% +141,350 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,397 shares; 2025Q4: not reported; 2026Q1: 110,818 shares 110,818 $3.47M 0.05% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 26,793 shares; 2025Q1: 25,578 shares; 2025Q2: 31,062 shares; 2025Q3: 34,382 shares; 2025Q4: 51,878 shares; 2026Q1: 53,095 shares 53,095 $3.46M 0.05% +1,217 Timeline UOCT 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: 88,534 shares; 2025Q1: 86,884 shares; 2025Q2: 86,884 shares; 2025Q3: 86,884 shares; 2025Q4: 90,684 shares; 2026Q1: 90,285 shares 90,285 $3.45M 0.05% -399 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 22,932 shares; 2025Q1: 23,157 shares; 2025Q2: 33,168 shares; 2025Q3: 32,362 shares; 2025Q4: 36,029 shares; 2026Q1: 36,634 shares 36,634 $3.45M 0.05% +605 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: 35,126 shares; 2024Q4: 82,978 shares; 2025Q1: 46,975 shares; 2025Q2: 48,223 shares; 2025Q3: 65,599 shares; 2025Q4: 62,016 shares; 2026Q1: 65,660 shares 65,660 $3.45M 0.05% +3,644 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 6,617 shares; 2025Q1: 6,732 shares; 2025Q2: 7,910 shares; 2025Q3: 7,605 shares; 2025Q4: 15,213 shares; 2026Q1: 13,547 shares 13,547 $3.45M 0.05% -1,666 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 91,936 shares; 2025Q1: 91,873 shares; 2025Q2: 84,860 shares; 2025Q3: 85,162 shares; 2025Q4: 85,995 shares; 2026Q1: 75,744 shares 75,744 $3.43M 0.05% -10,251 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 43,990 shares; 2026Q1: 59,971 shares 59,971 $3.42M 0.05% +15,981 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: 37,043 shares; 2024Q4: 39,061 shares; 2025Q1: 41,358 shares; 2025Q2: 43,316 shares; 2025Q3: 43,343 shares; 2025Q4: 46,232 shares; 2026Q1: 48,175 shares 48,175 $3.41M 0.05% +1,943 Timeline FSTA 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: 8,748 shares; 2024Q4: 7,809 shares; 2025Q1: 9,068 shares; 2025Q2: not reported; 2025Q3: 3,202 shares; 2025Q4: 78,581 shares; 2026Q1: 65,074 shares 65,074 $3.41M 0.05% -13,507 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: 17,282 shares; 2024Q4: 20,672 shares; 2025Q1: 21,475 shares; 2025Q2: 24,125 shares; 2025Q3: 24,766 shares; 2025Q4: 25,752 shares; 2026Q1: 24,852 shares 24,852 $3.38M 0.04% -900 Timeline FCLD 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: 148,503 shares; 2024Q4: 135,787 shares; 2025Q1: 133,904 shares; 2025Q2: 128,267 shares; 2025Q3: 130,699 shares; 2025Q4: 127,764 shares; 2026Q1: 123,902 shares 123,902 $3.36M 0.04% -3,862 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: 12,679 shares; 2025Q1: 10,440 shares; 2025Q2: 9,854 shares; 2025Q3: 9,960 shares; 2025Q4: 9,340 shares; 2026Q1: 9,811 shares 9,811 $3.35M 0.04% +471 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,703 shares; 2024Q4: 57,645 shares; 2025Q1: 70,840 shares; 2025Q2: 67,360 shares; 2025Q3: 67,633 shares; 2025Q4: 61,827 shares; 2026Q1: 63,442 shares 63,442 $3.35M 0.04% +1,615 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,626 shares; 2024Q4: 199,833 shares; 2025Q1: 198,646 shares; 2025Q2: 212,630 shares; 2025Q3: 229,166 shares; 2025Q4: 223,952 shares; 2026Q1: 218,965 shares 218,965 $3.35M 0.04% -4,987 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,156 shares; 2024Q4: 23,007 shares; 2025Q1: 22,910 shares; 2025Q2: 20,197 shares; 2025Q3: 20,711 shares; 2025Q4: 21,535 shares; 2026Q1: 16,483 shares 16,483 $3.35M 0.04% -5,052 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,951 shares; 2024Q4: 23,448 shares; 2025Q1: 28,068 shares; 2025Q2: 34,871 shares; 2025Q3: 34,948 shares; 2025Q4: 34,235 shares; 2026Q1: 46,533 shares 46,533 $3.31M 0.04% +12,298 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 75,572 shares; 2025Q1: 46,951 shares; 2025Q2: 40,318 shares; 2025Q3: 41,262 shares; 2025Q4: 40,326 shares; 2026Q1: 40,807 shares 40,807 $3.31M 0.04% +481 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 20,981 shares; 2025Q1: 20,642 shares; 2025Q2: 21,793 shares; 2025Q3: 23,153 shares; 2025Q4: 23,856 shares; 2026Q1: 22,467 shares 22,467 $3.28M 0.04% -1,389 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: 14,930 shares; 2024Q4: 14,141 shares; 2025Q1: 12,950 shares; 2025Q2: 16,334 shares; 2025Q3: 16,687 shares; 2025Q4: 17,665 shares; 2026Q1: 16,856 shares 16,856 $3.27M 0.04% -809 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: 4,379 shares; 2024Q4: 3,343 shares; 2025Q1: 8,824 shares; 2025Q2: 15,239 shares; 2025Q3: 19,209 shares; 2025Q4: 21,993 shares; 2026Q1: 32,529 shares 32,529 $3.27M 0.04% +10,536 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: 13,574 shares; 2024Q4: 24,045 shares; 2025Q1: 21,977 shares; 2025Q2: 46,837 shares; 2025Q3: 60,859 shares; 2025Q4: 64,951 shares; 2026Q1: 69,020 shares 69,020 $3.24M 0.04% +4,069 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,061 shares; 2024Q4: 16,788 shares; 2025Q1: 17,719 shares; 2025Q2: 23,844 shares; 2025Q3: 25,220 shares; 2025Q4: 16,077 shares; 2026Q1: 22,995 shares 22,995 $3.23M 0.04% +6,918 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,645 shares; 2024Q4: 12,362 shares; 2025Q1: 12,589 shares; 2025Q2: 12,674 shares; 2025Q3: 12,759 shares; 2025Q4: 12,884 shares; 2026Q1: 12,126 shares 12,126 $3.23M 0.04% -758 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: 60,195 shares; 2024Q4: 62,510 shares; 2025Q1: 62,038 shares; 2025Q2: 61,096 shares; 2025Q3: 78,409 shares; 2025Q4: 80,813 shares; 2026Q1: 77,087 shares 77,087 $3.22M 0.04% -3,726 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: 57,174 shares; 2024Q4: 58,974 shares; 2025Q1: 57,507 shares; 2025Q2: 55,935 shares; 2025Q3: 64,784 shares; 2025Q4: 83,764 shares; 2026Q1: 55,596 shares 55,596 $3.2M 0.04% -28,168 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 23,318 shares; 2025Q1: 29,956 shares; 2025Q2: 30,100 shares; 2025Q3: 30,667 shares; 2025Q4: 52,970 shares; 2026Q1: 40,503 shares 40,503 $3.18M 0.04% -12,467 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,550 shares; 2025Q1: 16,707 shares; 2025Q2: 18,312 shares; 2025Q3: 18,755 shares; 2025Q4: 161,811 shares; 2026Q1: 172,425 shares 172,425 $3.17M 0.04% +10,614 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 3,080 shares; 2025Q1: 2,411 shares; 2025Q2: 11,134 shares; 2025Q3: 8,209 shares; 2025Q4: 8,513 shares; 2026Q1: 8,832 shares 8,832 $3.17M 0.04% +319 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,579 shares; 2025Q3: 6,447 shares; 2025Q4: 5,572 shares; 2026Q1: 4,487 shares 4,487 $3.15M 0.04% -1,085 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,166 shares; 2025Q1: 11,891 shares; 2025Q2: 12,620 shares; 2025Q3: 12,262 shares; 2025Q4: 12,515 shares; 2026Q1: 11,838 shares 11,838 $3.15M 0.04% -677 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: 55,218 shares; 2024Q4: 47,467 shares; 2025Q1: 43,711 shares; 2025Q2: 37,238 shares; 2025Q3: 34,039 shares; 2025Q4: 35,310 shares; 2026Q1: 39,547 shares 39,547 $3.13M 0.04% +4,237 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 13,160 shares; 2025Q1: 14,928 shares; 2025Q2: 26,514 shares; 2025Q3: 38,110 shares; 2025Q4: 35,199 shares; 2026Q1: 49,256 shares 49,256 $3.13M 0.04% +14,057 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,117 shares; 2024Q4: 12,768 shares; 2025Q1: 12,070 shares; 2025Q2: 28,379 shares; 2025Q3: 40,058 shares; 2025Q4: 45,354 shares; 2026Q1: 73,487 shares 73,487 $3.13M 0.04% +28,133 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: 2,734 shares; 2024Q4: 3,621 shares; 2025Q1: 2,759 shares; 2025Q2: 2,987 shares; 2025Q3: 2,888 shares; 2025Q4: 3,161 shares; 2026Q1: 4,553 shares 4,553 $3.11M 0.04% +1,392 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,547 shares; 2024Q4: 44,643 shares; 2025Q1: 47,449 shares; 2025Q2: 46,670 shares; 2025Q3: 55,301 shares; 2025Q4: 75,952 shares; 2026Q1: 119,194 shares 119,194 $3.08M 0.04% +43,242 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 15,423 shares; 2025Q1: 59,484 shares; 2025Q2: 62,029 shares; 2025Q3: 138,741 shares; 2025Q4: 98,685 shares; 2026Q1: 92,778 shares 92,778 $3.08M 0.04% -5,907 Timeline SMMV 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: 24,763 shares; 2025Q3: 26,417 shares; 2025Q4: 35,641 shares; 2026Q1: 70,653 shares 70,653 $3.08M 0.04% +35,012 Timeline XJH 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: 57,100 shares; 2024Q4: 70,018 shares; 2025Q1: 86,786 shares; 2025Q2: 78,934 shares; 2025Q3: 81,365 shares; 2025Q4: 86,670 shares; 2026Q1: 67,903 shares 67,903 $3.08M 0.04% -18,767 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 11,207 shares; 2025Q1: 24,369 shares; 2025Q2: 26,080 shares; 2025Q3: 26,435 shares; 2025Q4: 24,921 shares; 2026Q1: 25,997 shares 25,997 $3.07M 0.04% +1,076 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,922 shares; 2025Q1: 5,875 shares; 2025Q2: 4,030 shares; 2025Q3: 3,981 shares; 2025Q4: 3,888 shares; 2026Q1: 3,953 shares 3,953 $3.05M 0.04% +65 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: 18,169 shares; 2024Q4: 7,563 shares; 2025Q1: 8,223 shares; 2025Q2: 5,492 shares; 2025Q3: 6,103 shares; 2025Q4: 5,761 shares; 2026Q1: 14,433 shares 14,433 $3.05M 0.04% +8,672 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 36,282 shares; 2025Q1: 36,714 shares; 2025Q2: 37,655 shares; 2025Q3: 38,008 shares; 2025Q4: 37,499 shares; 2026Q1: 35,894 shares 35,894 $3.04M 0.04% -1,605 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: 64,534 shares; 2024Q4: 57,666 shares; 2025Q1: 17,322 shares; 2025Q2: 18,354 shares; 2025Q3: 18,693 shares; 2025Q4: 23,580 shares; 2026Q1: 28,378 shares 28,378 $3.02M 0.04% +4,798 Timeline PFEB 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: 51,058 shares; 2024Q4: 47,711 shares; 2025Q1: 60,971 shares; 2025Q2: 60,971 shares; 2025Q3: 60,971 shares; 2025Q4: 60,971 shares; 2026Q1: 75,198 shares 75,198 $3.02M 0.04% +14,227 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 11,183 shares; 2025Q1: 11,236 shares; 2025Q2: 16,877 shares; 2025Q3: 17,106 shares; 2025Q4: 17,770 shares; 2026Q1: 20,644 shares 20,644 $3.01M 0.04% +2,874 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: 13,291 shares; 2024Q4: 13,122 shares; 2025Q1: 13,762 shares; 2025Q2: 17,449 shares; 2025Q3: 19,086 shares; 2025Q4: 17,655 shares; 2026Q1: 18,981 shares 18,981 $2.98M 0.04% +1,326 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,284 shares; 2024Q4: 60,610 shares; 2025Q1: 57,281 shares; 2025Q2: 57,265 shares; 2025Q3: 56,599 shares; 2025Q4: 59,550 shares; 2026Q1: 62,178 shares 62,178 $2.98M 0.04% +2,628 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,257 shares; 2024Q4: 19,649 shares; 2025Q1: 18,347 shares; 2025Q2: 18,746 shares; 2025Q3: 19,952 shares; 2025Q4: 19,057 shares; 2026Q1: 23,730 shares 23,730 $2.98M 0.04% +4,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: not reported; 2026Q1: 83,728 shares 83,728 $2.96M 0.04% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: not reported; 2026Q1: 21,822 shares 21,822 $2.96M 0.04% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,649 shares; 2025Q1: 84,678 shares; 2025Q2: 117,571 shares; 2025Q3: 120,034 shares; 2025Q4: 114,050 shares; 2026Q1: 119,347 shares 119,347 $2.96M 0.04% +5,297 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 44,015 shares; 2025Q1: 46,017 shares; 2025Q2: 53,597 shares; 2025Q3: 55,082 shares; 2025Q4: 54,886 shares; 2026Q1: 53,356 shares 53,356 $2.93M 0.04% -1,530 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: 49,381 shares; 2024Q4: 63,334 shares; 2025Q1: 59,696 shares; 2025Q2: 67,143 shares; 2025Q3: 66,966 shares; 2025Q4: 50,139 shares; 2026Q1: 56,219 shares 56,219 $2.92M 0.04% +6,080 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 7,236 shares; 2025Q1: 9,957 shares; 2025Q2: 11,034 shares; 2025Q3: 11,469 shares; 2025Q4: 11,360 shares; 2026Q1: 15,412 shares 15,412 $2.92M 0.04% +4,052 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 16,239 shares; 2025Q1: 14,903 shares; 2025Q2: 11,769 shares; 2025Q3: 17,531 shares; 2025Q4: 14,265 shares; 2026Q1: 28,530 shares 28,530 $2.92M 0.04% +14,265 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,851 shares; 2025Q1: 5,491 shares; 2025Q2: 6,824 shares; 2025Q3: 7,061 shares; 2025Q4: 11,344 shares; 2026Q1: 15,460 shares 15,460 $2.92M 0.04% +4,116 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 26,025 shares; 2025Q1: 17,224 shares; 2025Q2: 18,963 shares; 2025Q3: 19,578 shares; 2025Q4: 20,243 shares; 2026Q1: 21,199 shares 21,199 $2.91M 0.04% +956 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: 4,091 shares; 2024Q4: 3,749 shares; 2025Q1: 4,196 shares; 2025Q2: 4,886 shares; 2025Q3: 4,704 shares; 2025Q4: 3,867 shares; 2026Q1: 3,249 shares 3,249 $2.91M 0.04% -618 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 5,799 shares; 2025Q3: 24,862 shares; 2025Q4: 35,572 shares; 2026Q1: 29,848 shares 29,848 $2.91M 0.04% -5,724 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: 21,173 shares; 2024Q4: 22,116 shares; 2025Q1: 36,867 shares; 2025Q2: 27,296 shares; 2025Q3: 27,574 shares; 2025Q4: 31,055 shares; 2026Q1: 32,155 shares 32,155 $2.9M 0.04% +1,100 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 70,732 shares; 2025Q1: 81,480 shares; 2025Q2: 98,800 shares; 2025Q3: 105,808 shares; 2025Q4: 102,415 shares; 2026Q1: 78,015 shares 78,015 $2.89M 0.04% -24,400 Timeline