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: not loaded; 2024Q4: 101,370 shares; 2025Q1: 89,669 shares; 2025Q2: 90,724 shares; 2025Q3: 95,991 shares; 2025Q4: 106,195 shares; 2026Q1: 104,187 shares 104,187 $33.4M 2.99% -2,008 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: not loaded; 2024Q4: 6,021 shares; 2025Q1: 15,127 shares; 2025Q2: 11,023 shares; 2025Q3: 9,788 shares; 2025Q4: 29,146 shares; 2026Q1: 46,037 shares 46,037 $30.1M 2.69% +16,891 Timeline FBCG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424,337 shares 424,337 $21.3M 1.91% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,782 shares; 2025Q3: 291,545 shares; 2025Q4: 451,967 shares; 2026Q1: 437,991 shares 437,991 $20.2M 1.81% -13,976 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,921 shares; 2025Q3: 31,760 shares; 2025Q4: 58,060 shares; 2026Q1: 440,755 shares 440,755 $18.7M 1.68% +382,695 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: not loaded; 2024Q4: 187,026 shares; 2025Q1: 183,841 shares; 2025Q2: 185,684 shares; 2025Q3: 211,641 shares; 2025Q4: 220,337 shares; 2026Q1: 246,197 shares 246,197 $18.1M 1.62% +25,860 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 349,134 shares; 2025Q1: 334,252 shares; 2025Q2: 323,305 shares; 2025Q3: 342,208 shares; 2025Q4: 368,327 shares; 2026Q1: 365,049 shares 365,049 $16.7M 1.49% -3,278 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,527 shares; 2025Q1: not reported; 2025Q2: 9,844 shares; 2025Q3: 22,803 shares; 2025Q4: 21,813 shares; 2026Q1: 41,298 shares 41,298 $15.8M 1.42% +19,485 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: not loaded; 2024Q4: 20,975 shares; 2025Q1: 32,669 shares; 2025Q2: 49,455 shares; 2025Q3: 54,146 shares; 2025Q4: 70,687 shares; 2026Q1: 80,352 shares 80,352 $14M 1.26% +9,665 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: not loaded; 2024Q4: 7,624 shares; 2025Q1: 5,528 shares; 2025Q2: 9,581 shares; 2025Q3: 20,793 shares; 2025Q4: 159,065 shares; 2026Q1: 231,219 shares 231,219 $13.5M 1.21% +72,154 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: not loaded; 2024Q4: 43,102 shares; 2025Q1: 35,852 shares; 2025Q2: 36,998 shares; 2025Q3: 40,240 shares; 2025Q4: 44,864 shares; 2026Q1: 44,845 shares 44,845 $12.9M 1.15% -19 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: not loaded; 2024Q4: 4,140 shares; 2025Q1: 2,944 shares; 2025Q2: 4,694 shares; 2025Q3: 11,523 shares; 2025Q4: 71,205 shares; 2026Q1: 105,824 shares 105,824 $12M 1.07% +34,619 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316,940 shares 316,940 $11.8M 1.06% new 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: not loaded; 2024Q4: 8,034 shares; 2025Q1: 12,022 shares; 2025Q2: 18,971 shares; 2025Q3: 21,230 shares; 2025Q4: 31,241 shares; 2026Q1: 31,332 shares 31,332 $11.6M 1.04% +91 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: not loaded; 2024Q4: 3,952 shares; 2025Q1: 3,626 shares; 2025Q2: 44,644 shares; 2025Q3: 43,929 shares; 2025Q4: 36,450 shares; 2026Q1: 151,207 shares 151,207 $11.6M 1.04% +114,757 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: not loaded; 2024Q4: 1,143 shares; 2025Q1: 1,132 shares; 2025Q2: 1,526 shares; 2025Q3: 3,358 shares; 2025Q4: 43,944 shares; 2026Q1: 53,792 shares 53,792 $11.4M 1.02% +9,848 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,135 shares; 2025Q3: 11,498 shares; 2025Q4: 117,082 shares; 2026Q1: 161,592 shares 161,592 $11.3M 1.01% +44,510 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,111 shares; 2025Q1: 14,266 shares; 2025Q2: 20,523 shares; 2025Q3: 27,114 shares; 2025Q4: 41,334 shares; 2026Q1: 43,722 shares 43,722 $11.1M 0.99% +2,388 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,485 shares; 2025Q1: 3,365 shares; 2025Q2: 9,988 shares; 2025Q3: 15,193 shares; 2025Q4: 97,078 shares; 2026Q1: 148,219 shares 148,219 $11M 0.99% +51,141 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,927 shares; 2026Q1: 236,784 shares 236,784 $10.8M 0.97% +231,857 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190,601 shares; 2025Q1: 182,593 shares; 2025Q2: 187,323 shares; 2025Q3: 210,519 shares; 2025Q4: 223,337 shares; 2026Q1: 224,605 shares 224,605 $10.5M 0.94% +1,268 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,255 shares; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 8,650 shares; 2025Q4: 21,768 shares; 2026Q1: 112,369 shares 112,369 $10.3M 0.92% +90,601 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: not loaded; 2024Q4: 3,505 shares; 2025Q1: 2,386 shares; 2025Q2: 7,305 shares; 2025Q3: 9,538 shares; 2025Q4: 14,706 shares; 2026Q1: 17,179 shares 17,179 $10.3M 0.92% +2,473 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: not loaded; 2024Q4: 14,247 shares; 2025Q1: 14,334 shares; 2025Q2: 35,077 shares; 2025Q3: 41,426 shares; 2025Q4: 72,532 shares; 2026Q1: 95,105 shares 95,105 $10.1M 0.9% +22,573 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: not loaded; 2024Q4: 3,322 shares; 2025Q1: 6,916 shares; 2025Q2: 14,690 shares; 2025Q3: 19,504 shares; 2025Q4: 28,026 shares; 2026Q1: 32,428 shares 32,428 $10M 0.9% +4,402 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: not loaded; 2024Q4: 5,173 shares; 2025Q1: 1,976 shares; 2025Q2: 14,018 shares; 2025Q3: 7,106 shares; 2025Q4: 19,126 shares; 2026Q1: 16,723 shares 16,723 $9.65M 0.86% -2,403 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: not loaded; 2024Q4: 14,529 shares; 2025Q1: 14,492 shares; 2025Q2: 23,849 shares; 2025Q3: 44,141 shares; 2025Q4: 178,717 shares; 2026Q1: 145,378 shares 145,378 $8.91M 0.8% -33,339 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: not loaded; 2024Q4: 33,674 shares; 2025Q1: 38,742 shares; 2025Q2: 31,613 shares; 2025Q3: 29,544 shares; 2025Q4: 31,592 shares; 2026Q1: 44,848 shares 44,848 $8.8M 0.79% +13,256 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: not loaded; 2024Q4: 5,225 shares; 2025Q1: 5,316 shares; 2025Q2: 6,690 shares; 2025Q3: 9,310 shares; 2025Q4: 13,160 shares; 2026Q1: 13,897 shares 13,897 $7.95M 0.71% +737 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: not loaded; 2024Q4: 18,602 shares; 2025Q1: 17,929 shares; 2025Q2: 52,250 shares; 2025Q3: 38,228 shares; 2025Q4: 67,054 shares; 2026Q1: 62,480 shares 62,480 $7.76M 0.7% -4,574 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,572 shares; 2025Q3: 60,309 shares; 2025Q4: 99,505 shares; 2026Q1: 153,230 shares 153,230 $7.59M 0.68% +53,725 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174,633 shares 174,633 $7.52M 0.67% new 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: not loaded; 2024Q4: 11,095 shares; 2025Q1: 15,825 shares; 2025Q2: 21,290 shares; 2025Q3: 27,387 shares; 2025Q4: 37,962 shares; 2026Q1: 34,449 shares 34,449 $7.17M 0.64% -3,513 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: not loaded; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 4,662 shares; 2025Q3: 4,092 shares; 2025Q4: 12,848 shares; 2026Q1: 29,309 shares 29,309 $7.03M 0.63% +16,461 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: not loaded; 2024Q4: 3,430 shares; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 2,159 shares; 2025Q4: 6,610 shares; 2026Q1: 62,316 shares 62,316 $6.94M 0.62% +55,706 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: not loaded; 2024Q4: 7,925 shares; 2025Q1: 8,159 shares; 2025Q2: 10,750 shares; 2025Q3: 13,860 shares; 2025Q4: 24,742 shares; 2026Q1: 39,579 shares 39,579 $6.72M 0.6% +14,837 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,711 shares; 2025Q3: 75,568 shares; 2025Q4: 95,304 shares; 2026Q1: 102,107 shares 102,107 $6.54M 0.59% +6,803 Timeline FDEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,203 shares 204,203 $6.45M 0.58% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,926 shares; 2025Q3: 112,865 shares; 2025Q4: 282,048 shares; 2026Q1: 369,948 shares 369,948 $6.41M 0.57% +87,900 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: not loaded; 2024Q4: 2,226 shares; 2025Q1: 1,683 shares; 2025Q2: 3,388 shares; 2025Q3: 5,138 shares; 2025Q4: 20,696 shares; 2026Q1: 32,403 shares 32,403 $6.22M 0.56% +11,707 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,628 shares; 2025Q3: 11,569 shares; 2025Q4: 97,638 shares; 2026Q1: 168,017 shares 168,017 $6.09M 0.55% +70,379 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: not loaded; 2024Q4: 3,587 shares; 2025Q1: 5,861 shares; 2025Q2: 6,652 shares; 2025Q3: 9,913 shares; 2025Q4: 17,739 shares; 2026Q1: 20,790 shares 20,790 $5.98M 0.54% +3,051 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,043 shares; 2025Q3: 99,109 shares; 2025Q4: 404,396 shares; 2026Q1: 220,111 shares 220,111 $5.8M 0.52% -184,285 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: not loaded; 2024Q4: 5,636 shares; 2025Q1: 10,196 shares; 2025Q2: 12,168 shares; 2025Q3: 16,763 shares; 2025Q4: 18,923 shares; 2026Q1: 19,765 shares 19,765 $5.67M 0.51% +842 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: not loaded; 2024Q4: 931 shares; 2025Q1: 3,895 shares; 2025Q2: 19,709 shares; 2025Q3: 13,878 shares; 2025Q4: 14,227 shares; 2026Q1: 12,594 shares 12,594 $5.42M 0.49% -1,633 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,585 shares 115,585 $5.4M 0.48% new 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: not loaded; 2024Q4: 5,062 shares; 2025Q1: 5,514 shares; 2025Q2: 7,508 shares; 2025Q3: 10,938 shares; 2025Q4: 19,930 shares; 2026Q1: 21,664 shares 21,664 $5.3M 0.47% +1,734 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: not loaded; 2024Q4: 4,598 shares; 2025Q1: 4,390 shares; 2025Q2: 6,726 shares; 2025Q3: 8,494 shares; 2025Q4: 15,655 shares; 2026Q1: 17,802 shares 17,802 $5.24M 0.47% +2,147 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,821 shares; 2025Q1: 396,435 shares; 2025Q2: 410,476 shares; 2025Q3: 417,010 shares; 2025Q4: 223,066 shares; 2026Q1: 145,588 shares 145,588 $5.12M 0.46% -77,478 Timeline OCTW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,835 shares; 2025Q4: 63,481 shares; 2026Q1: 131,095 shares 131,095 $5.04M 0.45% +67,614 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,600 shares; 2025Q4: 71,074 shares; 2026Q1: 142,189 shares 142,189 $5.03M 0.45% +71,115 Timeline JANW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,234 shares; 2025Q4: 67,036 shares; 2026Q1: 137,265 shares 137,265 $5.01M 0.45% +70,229 Timeline JULW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,831 shares; 2025Q4: 63,403 shares; 2026Q1: 127,664 shares 127,664 $4.95M 0.44% +64,261 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: not loaded; 2024Q4: 5,283 shares; 2025Q1: 4,997 shares; 2025Q2: 5,785 shares; 2025Q3: 7,378 shares; 2025Q4: 10,046 shares; 2026Q1: 10,082 shares 10,082 $4.83M 0.43% +36 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,721 shares; 2025Q4: 98,086 shares; 2026Q1: 144,740 shares 144,740 $4.77M 0.43% +46,654 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,543 shares; 2025Q1: 12,687 shares; 2025Q2: 22,701 shares; 2025Q3: 47,714 shares; 2025Q4: 49,851 shares; 2026Q1: 55,659 shares 55,659 $4.72M 0.42% +5,808 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,070 shares; 2025Q1: 261,015 shares; 2025Q2: 275,739 shares; 2025Q3: 280,652 shares; 2025Q4: 146,667 shares; 2026Q1: 98,427 shares 98,427 $4.62M 0.41% -48,240 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,727 shares; 2026Q1: 118,718 shares 118,718 $4.46M 0.4% -3,009 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,330 shares 101,330 $4.31M 0.39% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,046 shares; 2025Q1: 9,055 shares; 2025Q2: 7,923 shares; 2025Q3: 38,477 shares; 2025Q4: 84,519 shares; 2026Q1: 74,291 shares 74,291 $4.3M 0.39% -10,228 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: not loaded; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 13,204 shares; 2025Q3: 24,307 shares; 2025Q4: 30,535 shares; 2026Q1: 33,841 shares 33,841 $4.21M 0.38% +3,306 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,057 shares; 2025Q3: 114,046 shares; 2025Q4: 149,302 shares; 2026Q1: 152,954 shares 152,954 $4.15M 0.37% +3,652 Timeline ANGL 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 loaded; 2024Q4: 214,932 shares; 2025Q1: 124,350 shares; 2025Q2: 125,226 shares; 2025Q3: 144,502 shares; 2025Q4: 147,760 shares; 2026Q1: 143,914 shares 143,914 $4.13M 0.37% -3,846 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,872 shares; 2025Q3: 62,210 shares; 2025Q4: 93,634 shares; 2026Q1: 117,770 shares 117,770 $3.98M 0.36% +24,136 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,870 shares; 2026Q1: 39,081 shares 39,081 $3.93M 0.35% +31,211 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: not loaded; 2024Q4: 11,011 shares; 2025Q1: 7,933 shares; 2025Q2: 48,428 shares; 2025Q3: 78,014 shares; 2025Q4: 127,414 shares; 2026Q1: 133,353 shares 133,353 $3.88M 0.35% +5,939 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,765 shares 76,765 $3.83M 0.34% new Timeline BLCR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,412 shares 92,412 $3.79M 0.34% new 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: not loaded; 2024Q4: 4,873 shares; 2025Q1: 11,441 shares; 2025Q2: 19,709 shares; 2025Q3: 86,816 shares; 2025Q4: 75,945 shares; 2026Q1: 42,538 shares 42,538 $3.75M 0.34% -33,407 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: not loaded; 2024Q4: 3,004 shares; 2025Q1: 3,708 shares; 2025Q2: 5,919 shares; 2025Q3: 10,204 shares; 2025Q4: 21,321 shares; 2026Q1: 22,636 shares 22,636 $3.74M 0.34% +1,315 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,645 shares; 2025Q3: 32,795 shares; 2025Q4: 44,172 shares; 2026Q1: 54,575 shares 54,575 $3.69M 0.33% +10,403 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: not loaded; 2024Q4: 33,957 shares; 2025Q1: 33,989 shares; 2025Q2: 34,249 shares; 2025Q3: 33,639 shares; 2025Q4: 79,117 shares; 2026Q1: 93,974 shares 93,974 $3.61M 0.32% +14,857 Timeline DFSV 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 loaded; 2024Q4: 87,246 shares; 2025Q1: 73,912 shares; 2025Q2: 77,352 shares; 2025Q3: 88,541 shares; 2025Q4: 108,328 shares; 2026Q1: 102,727 shares 102,727 $3.6M 0.32% -5,601 Timeline DSEP 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 loaded; 2024Q4: 94,107 shares; 2025Q1: 94,107 shares; 2025Q2: 93,244 shares; 2025Q3: 91,841 shares; 2025Q4: 91,691 shares; 2026Q1: 80,813 shares 80,813 $3.55M 0.32% -10,878 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: not loaded; 2024Q4: 3,747 shares; 2025Q1: 3,685 shares; 2025Q2: 4,688 shares; 2025Q3: 7,550 shares; 2025Q4: 13,779 shares; 2026Q1: 16,924 shares 16,924 $3.5M 0.31% +3,145 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: not loaded; 2024Q4: 9,266 shares; 2025Q1: 8,692 shares; 2025Q2: 8,672 shares; 2025Q3: 22,378 shares; 2025Q4: 41,100 shares; 2026Q1: 44,694 shares 44,694 $3.47M 0.31% +3,594 Timeline VCRM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,458 shares; 2025Q3: 46,831 shares; 2025Q4: 46,767 shares; 2026Q1: 45,659 shares 45,659 $3.43M 0.31% -1,108 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: not loaded; 2024Q4: 878 shares; 2025Q1: 1,215 shares; 2025Q2: 2,050 shares; 2025Q3: 1,562 shares; 2025Q4: 3,989 shares; 2026Q1: 3,699 shares 3,699 $3.4M 0.3% -290 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222,811 shares; 2025Q1: 297,304 shares; 2025Q2: 317,370 shares; 2025Q3: 327,465 shares; 2025Q4: 227,090 shares; 2026Q1: 163,874 shares 163,874 $3.32M 0.3% -63,216 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,953 shares; 2026Q1: 51,774 shares 51,774 $3.24M 0.29% +46,821 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,455 shares 63,455 $3.2M 0.29% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,464 shares; 2025Q1: 23,459 shares; 2025Q2: 22,928 shares; 2025Q3: 23,241 shares; 2025Q4: 32,595 shares; 2026Q1: 32,586 shares 32,586 $3.17M 0.28% -9 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,538 shares; 2025Q3: 31,259 shares; 2025Q4: 39,736 shares; 2026Q1: 55,786 shares 55,786 $3.16M 0.28% +16,050 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,487 shares; 2025Q1: 101,048 shares; 2025Q2: 102,763 shares; 2025Q3: 118,398 shares; 2025Q4: 122,759 shares; 2026Q1: 118,452 shares 118,452 $3.15M 0.28% -4,307 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: not loaded; 2024Q4: 19,331 shares; 2025Q1: 14,925 shares; 2025Q2: 19,232 shares; 2025Q3: 30,379 shares; 2025Q4: 64,678 shares; 2026Q1: 67,596 shares 67,596 $3.12M 0.28% +2,918 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,572 shares; 2025Q3: 22,439 shares; 2025Q4: 27,877 shares; 2026Q1: 38,443 shares 38,443 $3.1M 0.28% +10,566 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: not loaded; 2024Q4: 1,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,808 shares; 2025Q4: 4,632 shares; 2026Q1: 4,658 shares 4,658 $3.03M 0.27% +26 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,451 shares; 2025Q1: 10,539 shares; 2025Q2: 10,994 shares; 2025Q3: 11,415 shares; 2025Q4: 28,702 shares; 2026Q1: 99,490 shares 99,490 $3M 0.27% +70,788 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 2,949 shares; 2025Q2: 4,532 shares; 2025Q3: 5,281 shares; 2025Q4: 7,753 shares; 2026Q1: 8,818 shares 8,818 $2.98M 0.27% +1,065 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 7,197 shares; 2025Q4: 8,198 shares; 2026Q1: 52,742 shares 52,742 $2.91M 0.26% +44,544 Timeline FFSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,566 shares 90,566 $2.89M 0.26% new 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: not loaded; 2024Q4: 4,023 shares; 2025Q1: 3,208 shares; 2025Q2: 4,133 shares; 2025Q3: 5,680 shares; 2025Q4: 11,222 shares; 2026Q1: 13,006 shares 13,006 $2.83M 0.25% +1,784 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: not loaded; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 8,495 shares; 2025Q3: 13,759 shares; 2025Q4: 24,558 shares; 2026Q1: 28,397 shares 28,397 $2.82M 0.25% +3,839 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: not loaded; 2024Q4: 6,572 shares; 2025Q1: 6,682 shares; 2025Q2: 9,723 shares; 2025Q3: 11,042 shares; 2025Q4: 17,174 shares; 2026Q1: 19,287 shares 19,287 $2.79M 0.25% +2,113 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,299 shares 80,299 $2.78M 0.25% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 10,058 shares; 2026Q1: 11,160 shares 11,160 $2.78M 0.25% +1,102 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: not loaded; 2024Q4: 78,003 shares; 2025Q1: 65,457 shares; 2025Q2: 59,456 shares; 2025Q3: 61,570 shares; 2025Q4: 63,520 shares; 2026Q1: 55,142 shares 55,142 $2.75M 0.25% -8,378 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: not loaded; 2024Q4: 1,968 shares; 2025Q1: 5,529 shares; 2025Q2: 5,015 shares; 2025Q3: 5,136 shares; 2025Q4: 6,278 shares; 2026Q1: 7,226 shares 7,226 $2.69M 0.24% +948 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: not loaded; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 779 shares; 2025Q3: 624 shares; 2025Q4: 799 shares; 2026Q1: 2,630 shares 2,630 $2.62M 0.23% +1,831 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,631 shares 51,631 $2.61M 0.23% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,665 shares 40,665 $2.6M 0.23% new 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: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,136 shares; 2025Q2: 2,945 shares; 2025Q3: 4,273 shares; 2025Q4: 7,038 shares; 2026Q1: 7,869 shares 7,869 $2.59M 0.23% +831 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 7,370 shares; 2025Q4: 11,644 shares; 2026Q1: 10,154 shares 10,154 $2.58M 0.23% -1,490 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: not loaded; 2024Q4: 3,333 shares; 2025Q1: 7,775 shares; 2025Q2: 22,865 shares; 2025Q3: 26,610 shares; 2025Q4: 28,901 shares; 2026Q1: 29,547 shares 29,547 $2.56M 0.23% +646 Timeline SPMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,491 shares; 2025Q3: 18,528 shares; 2025Q4: 22,873 shares; 2026Q1: 22,709 shares 22,709 $2.55M 0.23% -164 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,282 shares 77,282 $2.53M 0.23% new 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: not loaded; 2024Q4: 7,432 shares; 2025Q1: 8,680 shares; 2025Q2: 9,133 shares; 2025Q3: 12,206 shares; 2025Q4: 19,089 shares; 2026Q1: 20,654 shares 20,654 $2.48M 0.22% +1,565 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: not loaded; 2024Q4: 7,126 shares; 2025Q1: 13,787 shares; 2025Q2: 20,563 shares; 2025Q3: 24,972 shares; 2025Q4: 54,462 shares; 2026Q1: 30,437 shares 30,437 $2.42M 0.22% -24,025 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: not loaded; 2024Q4: 2,910 shares; 2025Q1: 2,812 shares; 2025Q2: 30,422 shares; 2025Q3: 13,214 shares; 2025Q4: 13,431 shares; 2026Q1: 24,743 shares 24,743 $2.39M 0.21% +11,312 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: not loaded; 2024Q4: 4,900 shares; 2025Q1: 5,561 shares; 2025Q2: 6,470 shares; 2025Q3: 24,178 shares; 2025Q4: 18,537 shares; 2026Q1: 17,896 shares 17,896 $2.38M 0.21% -641 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: not loaded; 2024Q4: 1,965 shares; 2025Q1: 2,226 shares; 2025Q2: 3,676 shares; 2025Q3: 2,847 shares; 2025Q4: 5,775 shares; 2026Q1: 8,749 shares 8,749 $2.37M 0.21% +2,974 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: not loaded; 2024Q4: not reported; 2025Q1: 3,263 shares; 2025Q2: 3,662 shares; 2025Q3: 20,648 shares; 2025Q4: 30,591 shares; 2026Q1: 25,193 shares 25,193 $2.34M 0.21% -5,398 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,933 shares; 2025Q1: 14,853 shares; 2025Q2: 14,360 shares; 2025Q3: 21,703 shares; 2025Q4: 25,662 shares; 2026Q1: 29,522 shares 29,522 $2.33M 0.21% +3,860 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: not loaded; 2024Q4: 9,802 shares; 2025Q1: 8,584 shares; 2025Q2: 8,877 shares; 2025Q3: 9,368 shares; 2025Q4: 10,241 shares; 2026Q1: 10,667 shares 10,667 $2.32M 0.21% +426 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: not loaded; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 6,651 shares; 2025Q3: 5,459 shares; 2025Q4: 8,501 shares; 2026Q1: 7,245 shares 7,245 $2.25M 0.2% -1,256 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,655 shares; 2025Q3: 40,235 shares; 2025Q4: 59,061 shares; 2026Q1: 51,789 shares 51,789 $2.23M 0.2% -7,272 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: not loaded; 2024Q4: 2,490 shares; 2025Q1: 3,295 shares; 2025Q2: 5,157 shares; 2025Q3: 5,847 shares; 2025Q4: 6,756 shares; 2026Q1: 7,256 shares 7,256 $2.19M 0.2% +500 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: not loaded; 2024Q4: 11,826 shares; 2025Q1: 11,918 shares; 2025Q2: 13,088 shares; 2025Q3: 14,605 shares; 2025Q4: 17,136 shares; 2026Q1: 14,857 shares 14,857 $2.18M 0.2% -2,279 Timeline VPLS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,871 shares 27,871 $2.16M 0.19% new 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: not loaded; 2024Q4: 2,763 shares; 2025Q1: 2,221 shares; 2025Q2: 2,702 shares; 2025Q3: 5,883 shares; 2025Q4: 9,562 shares; 2026Q1: 11,159 shares 11,159 $2.15M 0.19% +1,597 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: not loaded; 2024Q4: 13,950 shares; 2025Q1: 13,133 shares; 2025Q2: 17,664 shares; 2025Q3: 25,242 shares; 2025Q4: 40,327 shares; 2026Q1: 43,484 shares 43,484 $2.12M 0.19% +3,157 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 15,375 shares; 2026Q1: 18,463 shares 18,463 $2.11M 0.19% +3,088 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,277 shares; 2025Q1: 37,980 shares; 2025Q2: 40,075 shares; 2025Q3: 58,355 shares; 2025Q4: 63,205 shares; 2026Q1: 92,057 shares 92,057 $2.11M 0.19% +28,852 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,004 shares; 2025Q1: 39,270 shares; 2025Q2: 36,126 shares; 2025Q3: 38,086 shares; 2025Q4: 50,125 shares; 2026Q1: 52,969 shares 52,969 $2.1M 0.19% +2,844 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: not loaded; 2024Q4: 2,158 shares; 2025Q1: 2,776 shares; 2025Q2: 3,077 shares; 2025Q3: 4,498 shares; 2025Q4: 9,133 shares; 2026Q1: 10,316 shares 10,316 $2M 0.18% +1,183 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares 2,037 $1.96M 0.18% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 12,941 shares; 2025Q3: 10,785 shares; 2025Q4: 16,564 shares; 2026Q1: 12,127 shares 12,127 $1.94M 0.17% -4,437 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 loaded; 2024Q4: 37,605 shares; 2025Q1: 39,523 shares; 2025Q2: 36,204 shares; 2025Q3: 35,165 shares; 2025Q4: 38,975 shares; 2026Q1: 31,069 shares 31,069 $1.85M 0.17% -7,906 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: not loaded; 2024Q4: 11,474 shares; 2025Q1: 10,514 shares; 2025Q2: 11,000 shares; 2025Q3: 22,987 shares; 2025Q4: 37,172 shares; 2026Q1: 35,521 shares 35,521 $1.78M 0.16% -1,651 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 7,230 shares; 2026Q1: 13,104 shares 13,104 $1.78M 0.16% +5,874 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: not loaded; 2024Q4: 4,838 shares; 2025Q1: 5,136 shares; 2025Q2: 8,789 shares; 2025Q3: 17,652 shares; 2025Q4: 20,475 shares; 2026Q1: 19,392 shares 19,392 $1.78M 0.16% -1,083 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: not loaded; 2024Q4: 2,610 shares; 2025Q1: 2,634 shares; 2025Q2: 3,084 shares; 2025Q3: 4,256 shares; 2025Q4: 11,976 shares; 2026Q1: 13,427 shares 13,427 $1.77M 0.16% +1,451 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: not loaded; 2024Q4: 15,479 shares; 2025Q1: 18,869 shares; 2025Q2: 21,399 shares; 2025Q3: 22,156 shares; 2025Q4: 25,806 shares; 2026Q1: 21,009 shares 21,009 $1.72M 0.15% -4,797 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: not loaded; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 2,014 shares; 2025Q3: 3,615 shares; 2025Q4: 5,750 shares; 2026Q1: 6,049 shares 6,049 $1.72M 0.15% +299 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,878 shares; 2026Q1: 32,723 shares 32,723 $1.72M 0.15% +5,845 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,693 shares; 2026Q1: 32,540 shares 32,540 $1.7M 0.15% +22,847 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 22,292 shares; 2025Q4: 36,550 shares; 2026Q1: 45,700 shares 45,700 $1.69M 0.15% +9,150 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,742 shares; 2025Q1: 51,209 shares; 2025Q2: 52,428 shares; 2025Q3: 69,888 shares; 2025Q4: 72,726 shares; 2026Q1: 76,121 shares 76,121 $1.69M 0.15% +3,395 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,267 shares; 2025Q4: 7,790 shares; 2026Q1: 8,204 shares 8,204 $1.69M 0.15% +414 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: not loaded; 2024Q4: 1,493 shares; 2025Q1: 1,424 shares; 2025Q2: 1,472 shares; 2025Q3: 2,922 shares; 2025Q4: 5,137 shares; 2026Q1: 6,898 shares 6,898 $1.67M 0.15% +1,761 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: not loaded; 2024Q4: 1,024 shares; 2025Q1: 961 shares; 2025Q2: 1,029 shares; 2025Q3: 2,233 shares; 2025Q4: 4,527 shares; 2026Q1: 5,664 shares 5,664 $1.65M 0.15% +1,137 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: not loaded; 2024Q4: 569 shares; 2025Q1: 760 shares; 2025Q2: 2,130 shares; 2025Q3: 1,989 shares; 2025Q4: 14,768 shares; 2026Q1: 17,097 shares 17,097 $1.64M 0.15% +2,329 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: not loaded; 2024Q4: 5,152 shares; 2025Q1: 7,001 shares; 2025Q2: 26,847 shares; 2025Q3: 38,761 shares; 2025Q4: 44,876 shares; 2026Q1: 32,180 shares 32,180 $1.64M 0.15% -12,696 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 26,855 shares; 2026Q1: 28,136 shares 28,136 $1.63M 0.15% +1,281 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,541 shares; 2025Q1: 6,639 shares; 2025Q2: 10,606 shares; 2025Q3: 14,335 shares; 2025Q4: 20,968 shares; 2026Q1: 20,420 shares 20,420 $1.63M 0.15% -548 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: not loaded; 2024Q4: not reported; 2025Q1: 3,003 shares; 2025Q2: 6,054 shares; 2025Q3: 7,648 shares; 2025Q4: 10,651 shares; 2026Q1: 12,862 shares 12,862 $1.63M 0.15% +2,211 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: not loaded; 2024Q4: 1,871 shares; 2025Q1: 2,880 shares; 2025Q2: 4,659 shares; 2025Q3: 5,188 shares; 2025Q4: 9,267 shares; 2026Q1: 10,441 shares 10,441 $1.62M 0.15% +1,174 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 2,026 shares; 2026Q1: 2,272 shares 2,272 $1.61M 0.14% +246 Timeline QUIZ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,124 shares; 2026Q1: 59,249 shares 59,249 $1.6M 0.14% +13,125 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,765 shares; 2025Q1: 5,192 shares; 2025Q2: 6,023 shares; 2025Q3: 8,710 shares; 2025Q4: 16,028 shares; 2026Q1: 17,557 shares 17,557 $1.57M 0.14% +1,529 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 3,631 shares; 2025Q3: 8,781 shares; 2025Q4: 16,849 shares; 2026Q1: 16,664 shares 16,664 $1.57M 0.14% -185 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,041 shares; 2026Q1: 8,103 shares 8,103 $1.56M 0.14% +2,062 Timeline WCMI 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 loaded; 2024Q4: 44,915 shares; 2025Q1: 43,615 shares; 2025Q2: 48,263 shares; 2025Q3: 49,287 shares; 2025Q4: 89,671 shares; 2026Q1: 91,549 shares 91,549 $1.54M 0.14% +1,878 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,201 shares; 2025Q3: 61,977 shares; 2025Q4: 62,326 shares; 2026Q1: 62,007 shares 62,007 $1.53M 0.14% -319 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: not loaded; 2024Q4: 37,717 shares; 2025Q1: 29,719 shares; 2025Q2: 17,515 shares; 2025Q3: 20,276 shares; 2025Q4: 30,007 shares; 2026Q1: 30,927 shares 30,927 $1.53M 0.14% +920 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 666 shares; 2025Q1: 671 shares; 2025Q2: 755 shares; 2025Q3: 799 shares; 2025Q4: 1,234 shares; 2026Q1: 2,794 shares 2,794 $1.5M 0.13% +1,560 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,868 shares; 2025Q1: 19,181 shares; 2025Q2: 19,949 shares; 2025Q3: 28,159 shares; 2025Q4: 28,255 shares; 2026Q1: 28,884 shares 28,884 $1.48M 0.13% +629 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,822 shares; 2025Q3: 23,077 shares; 2025Q4: 35,215 shares; 2026Q1: 37,475 shares 37,475 $1.46M 0.13% +2,260 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 490 shares; 2025Q4: 1,347 shares; 2026Q1: 1,667 shares 1,667 $1.46M 0.13% +320 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: not loaded; 2024Q4: 4,198 shares; 2025Q1: 3,688 shares; 2025Q2: 3,797 shares; 2025Q3: 4,595 shares; 2025Q4: 7,072 shares; 2026Q1: 8,817 shares 8,817 $1.45M 0.13% +1,745 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,291 shares; 2025Q3: 7,012 shares; 2025Q4: 17,573 shares; 2026Q1: 26,718 shares 26,718 $1.44M 0.13% +9,145 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: not loaded; 2024Q4: 14,772 shares; 2025Q1: 13,941 shares; 2025Q2: 18,715 shares; 2025Q3: 29,760 shares; 2025Q4: 49,677 shares; 2026Q1: 51,336 shares 51,336 $1.44M 0.13% +1,659 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,277 shares; 2025Q3: 9,229 shares; 2025Q4: 31,110 shares; 2026Q1: 39,571 shares 39,571 $1.41M 0.13% +8,461 Timeline TQQQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,597 shares; 2025Q3: 45,678 shares; 2025Q4: 81,098 shares; 2026Q1: 33,777 shares 33,777 $1.41M 0.13% -47,321 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: not loaded; 2024Q4: 6,886 shares; 2025Q1: 4,412 shares; 2025Q2: 6,699 shares; 2025Q3: 7,250 shares; 2025Q4: 9,532 shares; 2026Q1: 17,758 shares 17,758 $1.41M 0.13% +8,226 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: not loaded; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 2,009 shares; 2025Q3: 5,826 shares; 2025Q4: 9,098 shares; 2026Q1: 8,592 shares 8,592 $1.38M 0.12% -506 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,244 shares; 2025Q3: 22,525 shares; 2025Q4: 52,618 shares; 2026Q1: 54,303 shares 54,303 $1.37M 0.12% +1,685 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: not loaded; 2024Q4: 454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 2,001 shares; 2026Q1: 2,009 shares 2,009 $1.37M 0.12% +8 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,508 shares; 2025Q4: 8,110 shares; 2026Q1: 8,595 shares 8,595 $1.37M 0.12% +485 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: not loaded; 2024Q4: 3,325 shares; 2025Q1: 5,312 shares; 2025Q2: 6,871 shares; 2025Q3: 8,216 shares; 2025Q4: 8,153 shares; 2026Q1: 9,245 shares 9,245 $1.36M 0.12% +1,092 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 14,545 shares 14,545 $1.35M 0.12% +11,975 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: not loaded; 2024Q4: 1,168 shares; 2025Q1: 1,047 shares; 2025Q2: 1,368 shares; 2025Q3: 2,601 shares; 2025Q4: 5,529 shares; 2026Q1: 5,684 shares 5,684 $1.34M 0.12% +155 Timeline BDYN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,130 shares; 2026Q1: 54,764 shares 54,764 $1.33M 0.12% +7,634 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 4,713 shares; 2025Q4: 17,489 shares; 2026Q1: 13,109 shares 13,109 $1.32M 0.12% -4,380 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 980 shares; 2025Q3: 1,049 shares; 2025Q4: 1,721 shares; 2026Q1: 6,273 shares 6,273 $1.32M 0.12% +4,552 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: 1,270 shares; 2025Q4: 2,915 shares; 2026Q1: 3,824 shares 3,824 $1.31M 0.12% +909 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: not loaded; 2024Q4: 3,849 shares; 2025Q1: 7,404 shares; 2025Q2: 11,952 shares; 2025Q3: 8,052 shares; 2025Q4: 14,810 shares; 2026Q1: 16,983 shares 16,983 $1.29M 0.12% +2,173 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: not loaded; 2024Q4: 8,197 shares; 2025Q1: 8,442 shares; 2025Q2: 8,253 shares; 2025Q3: 9,403 shares; 2025Q4: 16,064 shares; 2026Q1: 24,323 shares 24,323 $1.28M 0.12% +8,259 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 28,910 shares; 2026Q1: 31,705 shares 31,705 $1.27M 0.11% +2,795 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,077 shares; 2026Q1: 22,447 shares 22,447 $1.27M 0.11% +13,370 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 6,951 shares; 2025Q3: 11,585 shares; 2025Q4: 17,093 shares; 2026Q1: 21,638 shares 21,638 $1.27M 0.11% +4,545 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,512 shares; 2025Q4: 30,065 shares; 2026Q1: 31,981 shares 31,981 $1.26M 0.11% +1,916 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,025 shares; 2025Q3: 4,740 shares; 2025Q4: 4,057 shares; 2026Q1: 8,753 shares 8,753 $1.25M 0.11% +4,696 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,454 shares; 2026Q1: 40,605 shares 40,605 $1.24M 0.11% +3,151 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,226 shares; 2025Q1: 15,872 shares; 2025Q2: 14,129 shares; 2025Q3: 14,469 shares; 2025Q4: 15,702 shares; 2026Q1: 24,769 shares 24,769 $1.24M 0.11% +9,067 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 26,796 shares 26,796 $1.21M 0.11% +21,395 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: not loaded; 2024Q4: 889 shares; 2025Q1: 712 shares; 2025Q2: not reported; 2025Q3: 1,206 shares; 2025Q4: 3,303 shares; 2026Q1: 3,394 shares 3,394 $1.19M 0.11% +91 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: not loaded; 2024Q4: not reported; 2025Q1: 5,672 shares; 2025Q2: 18,890 shares; 2025Q3: 10,971 shares; 2025Q4: 25,565 shares; 2026Q1: 25,740 shares 25,740 $1.18M 0.11% +175 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: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,800 shares; 2025Q2: 1,748 shares; 2025Q3: 2,815 shares; 2025Q4: 6,143 shares; 2026Q1: 5,955 shares 5,955 $1.18M 0.11% -188 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: not loaded; 2024Q4: 3,155 shares; 2025Q1: 3,275 shares; 2025Q2: 3,640 shares; 2025Q3: 4,221 shares; 2025Q4: 6,053 shares; 2026Q1: 7,284 shares 7,284 $1.18M 0.11% +1,231 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,132 shares; 2025Q1: 10,438 shares; 2025Q2: 10,209 shares; 2025Q3: 12,509 shares; 2025Q4: 15,931 shares; 2026Q1: 12,163 shares 12,163 $1.18M 0.11% -3,768 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: not loaded; 2024Q4: 1,788 shares; 2025Q1: 1,975 shares; 2025Q2: 2,289 shares; 2025Q3: 2,621 shares; 2025Q4: 3,394 shares; 2026Q1: 4,837 shares 4,837 $1.17M 0.11% +1,443 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: not loaded; 2024Q4: 6,780 shares; 2025Q1: 7,865 shares; 2025Q2: 8,995 shares; 2025Q3: 10,680 shares; 2025Q4: 13,719 shares; 2026Q1: 10,577 shares 10,577 $1.17M 0.11% -3,142 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,178 shares; 2025Q1: 26,379 shares; 2025Q2: 23,697 shares; 2025Q3: 23,815 shares; 2025Q4: 24,207 shares; 2026Q1: 23,239 shares 23,239 $1.17M 0.1% -968 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,984 shares; 2025Q1: 8,408 shares; 2025Q2: 9,161 shares; 2025Q3: 15,234 shares; 2025Q4: 38,512 shares; 2026Q1: 40,227 shares 40,227 $1.15M 0.1% +1,715 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: not loaded; 2024Q4: not reported; 2025Q1: 1,992 shares; 2025Q2: 4,633 shares; 2025Q3: 5,065 shares; 2025Q4: 6,356 shares; 2026Q1: 7,884 shares 7,884 $1.15M 0.1% +1,528 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,228 shares; 2025Q4: 2,535 shares; 2026Q1: 3,407 shares 3,407 $1.15M 0.1% +872 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 loaded; 2024Q4: 3,065 shares; 2025Q1: 3,117 shares; 2025Q2: 3,170 shares; 2025Q3: 3,284 shares; 2025Q4: 3,608 shares; 2026Q1: 4,981 shares 4,981 $1.15M 0.1% +1,373 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,934 shares; 2026Q1: 16,083 shares 16,083 $1.14M 0.1% +4,149 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,648 shares; 2025Q2: 16,547 shares; 2025Q3: 20,514 shares; 2025Q4: 34,216 shares; 2026Q1: 25,686 shares 25,686 $1.13M 0.1% -8,530 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,759 shares; 2026Q1: 8,194 shares 8,194 $1.13M 0.1% +2,435 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: not loaded; 2024Q4: 1,152 shares; 2025Q1: 1,127 shares; 2025Q2: 2,130 shares; 2025Q3: 1,990 shares; 2025Q4: 2,725 shares; 2026Q1: 2,265 shares 2,265 $1.13M 0.1% -460 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: not loaded; 2024Q4: 2,963 shares; 2025Q1: 3,547 shares; 2025Q2: 4,732 shares; 2025Q3: 3,963 shares; 2025Q4: 10,297 shares; 2026Q1: 11,023 shares 11,023 $1.13M 0.1% +726 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 529 shares; 2025Q4: 629 shares; 2026Q1: 762 shares 762 $1.12M 0.1% +133 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 3,751 shares; 2026Q1: 5,287 shares 5,287 $1.11M 0.1% +1,536 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,847 shares; 2025Q3: 7,986 shares; 2025Q4: 4,994 shares; 2026Q1: 12,204 shares 12,204 $1.1M 0.1% +7,210 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,732 shares; 2026Q1: 5,037 shares 5,037 $1.1M 0.1% -4,695 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: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,035 shares; 2025Q2: 1,164 shares; 2025Q3: 1,319 shares; 2025Q4: 1,648 shares; 2026Q1: 3,370 shares 3,370 $1.1M 0.1% +1,722 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,847 shares 11,847 $1.09M 0.1% new 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: not loaded; 2024Q4: 13,822 shares; 2025Q1: 12,992 shares; 2025Q2: 12,892 shares; 2025Q3: 13,716 shares; 2025Q4: 16,919 shares; 2026Q1: 13,744 shares 13,744 $1.08M 0.1% -3,175 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 3,651 shares 3,651 $1.08M 0.1% +1,559 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,517 shares; 2025Q3: 33,951 shares; 2025Q4: 35,629 shares; 2026Q1: 42,758 shares 42,758 $1.07M 0.1% +7,129 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 3,827 shares; 2026Q1: 3,683 shares 3,683 $1.06M 0.09% -144 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,641 shares; 2025Q3: 36,366 shares; 2025Q4: 31,092 shares; 2026Q1: 31,466 shares 31,466 $1.06M 0.09% +374 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: not loaded; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 907 shares; 2025Q3: 1,069 shares; 2025Q4: 2,105 shares; 2026Q1: 3,075 shares 3,075 $1.06M 0.09% +970 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: not loaded; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: 6,396 shares; 2025Q3: 10,895 shares; 2025Q4: 15,706 shares; 2026Q1: 15,980 shares 15,980 $1.05M 0.09% +274 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 1,776 shares; 2025Q4: 3,184 shares; 2026Q1: 5,802 shares 5,802 $1.05M 0.09% +2,618 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: not loaded; 2024Q4: 4,523 shares; 2025Q1: 1,948 shares; 2025Q2: 2,083 shares; 2025Q3: 2,894 shares; 2025Q4: 7,784 shares; 2026Q1: 7,525 shares 7,525 $1.05M 0.09% -259 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: not loaded; 2024Q4: 3,703 shares; 2025Q1: 2,986 shares; 2025Q2: 3,332 shares; 2025Q3: 4,399 shares; 2025Q4: 7,701 shares; 2026Q1: 9,246 shares 9,246 $1.05M 0.09% +1,545 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: not loaded; 2024Q4: 2,217 shares; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,286 shares; 2026Q1: 7,056 shares 7,056 $1.05M 0.09% +2,770 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: not loaded; 2024Q4: 6,578 shares; 2025Q1: 6,669 shares; 2025Q2: 11,427 shares; 2025Q3: 13,660 shares; 2025Q4: 13,784 shares; 2026Q1: 12,040 shares 12,040 $1.04M 0.09% -1,744 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: not loaded; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,826 shares; 2025Q3: 4,213 shares; 2025Q4: 3,689 shares; 2026Q1: 5,122 shares 5,122 $1.04M 0.09% +1,433 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: not loaded; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 414 shares; 2025Q3: 716 shares; 2025Q4: 1,503 shares; 2026Q1: 1,419 shares 1,419 $1.03M 0.09% -84 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: not loaded; 2024Q4: 4,497 shares; 2025Q1: 4,513 shares; 2025Q2: 4,805 shares; 2025Q3: 5,865 shares; 2025Q4: 9,389 shares; 2026Q1: 11,926 shares 11,926 $1.03M 0.09% +2,537 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,959 shares 14,959 $1.02M 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,346 shares; 2025Q1: 3,539 shares; 2025Q2: 3,672 shares; 2025Q3: 4,620 shares; 2025Q4: 6,203 shares; 2026Q1: 5,095 shares 5,095 $1.01M 0.09% -1,108 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,439 shares; 2026Q1: 4,826 shares 4,826 $1M 0.09% +2,387 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,311 shares 6,311 $1M 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,742 shares; 2025Q4: 8,738 shares; 2026Q1: 16,073 shares 16,073 $994K 0.09% +7,335 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: not loaded; 2024Q4: 3,112 shares; 2025Q1: 3,254 shares; 2025Q2: 3,571 shares; 2025Q3: 3,866 shares; 2025Q4: 9,143 shares; 2026Q1: 9,115 shares 9,115 $993K 0.09% -28 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: not loaded; 2024Q4: 953 shares; 2025Q1: 1,000 shares; 2025Q2: 1,062 shares; 2025Q3: 1,106 shares; 2025Q4: 1,508 shares; 2026Q1: 1,642 shares 1,642 $992K 0.09% +134 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: not loaded; 2024Q4: 10,737 shares; 2025Q1: 9,617 shares; 2025Q2: 9,692 shares; 2025Q3: 13,339 shares; 2025Q4: 28,914 shares; 2026Q1: 34,126 shares 34,126 $989K 0.09% +5,212 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,678 shares; 2025Q1: 21,895 shares; 2025Q2: 91,125 shares; 2025Q3: 85,967 shares; 2025Q4: 23,188 shares; 2026Q1: 25,717 shares 25,717 $988K 0.09% +2,529 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,799 shares; 2025Q4: 24,006 shares; 2026Q1: 31,250 shares 31,250 $981K 0.09% +7,244 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,633 shares; 2025Q1: 17,212 shares; 2025Q2: 17,574 shares; 2025Q3: 17,996 shares; 2025Q4: 16,852 shares; 2026Q1: 40,819 shares 40,819 $978K 0.09% +23,967 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: not loaded; 2024Q4: 8,104 shares; 2025Q1: 6,989 shares; 2025Q2: 7,628 shares; 2025Q3: 10,404 shares; 2025Q4: 14,431 shares; 2026Q1: 16,070 shares 16,070 $975K 0.09% +1,639 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,009 shares; 2025Q3: 44,961 shares; 2025Q4: 41,023 shares; 2026Q1: 41,304 shares 41,304 $972K 0.09% +281 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: not loaded; 2024Q4: 1,557 shares; 2025Q1: 1,630 shares; 2025Q2: 1,877 shares; 2025Q3: 2,493 shares; 2025Q4: 3,659 shares; 2026Q1: 4,847 shares 4,847 $961K 0.09% +1,188 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: not reported; 2025Q4: 6,746 shares; 2026Q1: 7,267 shares 7,267 $961K 0.09% +521 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 3,016 shares; 2025Q4: 19,184 shares; 2026Q1: 3,013 shares 3,013 $958K 0.09% -16,171 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 1,174 shares; 2026Q1: 1,287 shares 1,287 $950K 0.09% +113 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,928 shares; 2026Q1: 28,471 shares 28,471 $950K 0.09% +7,543 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,803 shares; 2025Q3: 10,044 shares; 2025Q4: 15,021 shares; 2026Q1: 20,337 shares 20,337 $944K 0.08% +5,316 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,357 shares; 2026Q1: 15,989 shares 15,989 $935K 0.08% +1,632 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: not loaded; 2024Q4: 1,083 shares; 2025Q1: 1,476 shares; 2025Q2: 1,511 shares; 2025Q3: 1,076 shares; 2025Q4: 1,390 shares; 2026Q1: 2,614 shares 2,614 $935K 0.08% +1,224 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: not loaded; 2024Q4: 25,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,375 shares 30,375 $932K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,231 shares; 2026Q1: 26,365 shares 26,365 $907K 0.08% +4,134 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,253 shares; 2025Q4: 18,910 shares; 2026Q1: 17,468 shares 17,468 $907K 0.08% -1,442 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: not loaded; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,063 shares; 2025Q3: 1,304 shares; 2025Q4: 2,029 shares; 2026Q1: 1,968 shares 1,968 $907K 0.08% -61 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: not loaded; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 906 shares; 2025Q3: 1,580 shares; 2025Q4: 2,414 shares; 2026Q1: 2,313 shares 2,313 $903K 0.08% -101 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,277 shares; 2025Q4: 22,532 shares; 2026Q1: 23,374 shares 23,374 $901K 0.08% +842 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,196 shares; 2025Q1: 2,931 shares; 2025Q2: 2,481 shares; 2025Q3: 2,530 shares; 2025Q4: 3,201 shares; 2026Q1: 3,584 shares 3,584 $898K 0.08% +383 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,128 shares; 2025Q1: 2,384 shares; 2025Q2: 2,490 shares; 2025Q3: 2,710 shares; 2025Q4: 3,370 shares; 2026Q1: 5,166 shares 5,166 $896K 0.08% +1,796 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,305 shares; 2026Q1: 28,572 shares 28,572 $886K 0.08% -3,733 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,569 shares; 2026Q1: 7,044 shares 7,044 $877K 0.08% +475 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,309 shares 35,309 $875K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,909 shares; 2025Q4: 15,705 shares; 2026Q1: 17,201 shares 17,201 $861K 0.08% +1,496 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,434 shares; 2025Q1: 10,112 shares; 2025Q2: 10,450 shares; 2025Q3: 12,755 shares; 2025Q4: 15,320 shares; 2026Q1: 17,740 shares 17,740 $852K 0.08% +2,420 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,315 shares 4,315 $850K 0.08% new 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: not loaded; 2024Q4: 3,257 shares; 2025Q1: 2,977 shares; 2025Q2: 2,657 shares; 2025Q3: 2,659 shares; 2025Q4: 2,889 shares; 2026Q1: 3,245 shares 3,245 $850K 0.08% +356 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: not loaded; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 1,123 shares; 2025Q3: 1,221 shares; 2025Q4: 2,072 shares; 2026Q1: 2,806 shares 2,806 $849K 0.08% +734 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,417 shares; 2025Q3: 30,816 shares; 2025Q4: 27,047 shares; 2026Q1: 27,099 shares 27,099 $847K 0.08% +52 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 936 shares 936 $838K 0.08% +291 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,720 shares; 2025Q4: 3,454 shares; 2026Q1: 4,568 shares 4,568 $833K 0.07% +1,114 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,012 shares; 2026Q1: 23,084 shares 23,084 $829K 0.07% +8,072 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,473 shares; 2025Q1: 20,718 shares; 2025Q2: 18,522 shares; 2025Q3: 16,558 shares; 2025Q4: 16,277 shares; 2026Q1: 8,856 shares 8,856 $821K 0.07% -7,421 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,649 shares; 2025Q1: 21,318 shares; 2025Q2: 18,764 shares; 2025Q3: 19,296 shares; 2025Q4: 20,852 shares; 2026Q1: 21,082 shares 21,082 $817K 0.07% +230 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,239 shares; 2025Q3: 11,605 shares; 2025Q4: 12,136 shares; 2026Q1: 3,811 shares 3,811 $814K 0.07% -8,325 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,118 shares 28,118 $811K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,199 shares; 2025Q3: 5,871 shares; 2025Q4: 8,164 shares; 2026Q1: 8,483 shares 8,483 $810K 0.07% +319 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 422 shares; 2025Q1: 298 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 611 shares 611 $808K 0.07% +126 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 5,048 shares; 2026Q1: 5,069 shares 5,069 $798K 0.07% +21 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 4,696 shares; 2026Q1: 6,066 shares 6,066 $795K 0.07% +1,370 Timeline SPTL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,171 shares 30,171 $794K 0.07% new Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,367 shares; 2025Q1: 59,645 shares; 2025Q2: 62,512 shares; 2025Q3: 74,511 shares; 2025Q4: 56,568 shares; 2026Q1: 39,836 shares 39,836 $793K 0.07% -16,732 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 9,655 shares; 2025Q4: 13,153 shares; 2026Q1: 16,474 shares 16,474 $789K 0.07% +3,321 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,507 shares; 2025Q4: 1,842 shares; 2026Q1: 3,695 shares 3,695 $781K 0.07% +1,853 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,201 shares; 2025Q3: 9,278 shares; 2025Q4: 18,540 shares; 2026Q1: 26,394 shares 26,394 $778K 0.07% +7,854 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 9,211 shares; 2025Q3: 10,110 shares; 2025Q4: 10,762 shares; 2026Q1: 10,717 shares 10,717 $777K 0.07% -45 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,079 shares; 2025Q1: 12,906 shares; 2025Q2: 12,012 shares; 2025Q3: 25,447 shares; 2025Q4: 27,518 shares; 2026Q1: 25,370 shares 25,370 $769K 0.07% -2,148 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: not loaded; 2024Q4: 1,367 shares; 2025Q1: 527 shares; 2025Q2: 497 shares; 2025Q3: 1,098 shares; 2025Q4: 1,922 shares; 2026Q1: 1,735 shares 1,735 $758K 0.07% -187 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,540 shares; 2025Q1: 2,554 shares; 2025Q2: not reported; 2025Q3: 5,406 shares; 2025Q4: 5,705 shares; 2026Q1: 7,093 shares 7,093 $755K 0.07% +1,388 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,784 shares; 2025Q4: 4,381 shares; 2026Q1: 8,181 shares 8,181 $754K 0.07% +3,800 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: not loaded; 2024Q4: 1,204 shares; 2025Q1: 1,228 shares; 2025Q2: 1,134 shares; 2025Q3: 1,873 shares; 2025Q4: 1,852 shares; 2026Q1: 1,074 shares 1,074 $750K 0.07% -778 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,966 shares 6,966 $747K 0.07% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares; 2026Q1: 2,529 shares 2,529 $747K 0.07% +1,740 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares 10,130 $737K 0.07% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,589 shares; 2025Q1: 2,929 shares; 2025Q2: 3,095 shares; 2025Q3: 3,165 shares; 2025Q4: 4,049 shares; 2026Q1: 5,142 shares 5,142 $736K 0.07% +1,093 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,177 shares; 2025Q1: 37,597 shares; 2025Q2: 34,588 shares; 2025Q3: 27,631 shares; 2025Q4: 14,812 shares; 2026Q1: 12,117 shares 12,117 $724K 0.06% -2,695 Timeline ANIK ANIKA THERAPEUTICS INC More: the full row for ANIKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,136 shares; 2025Q4: 48,296 shares; 2026Q1: 49,855 shares 49,855 $723K 0.06% +1,559 Timeline GROZ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,052 shares; 2026Q1: 26,124 shares 26,124 $720K 0.06% +6,072 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: not loaded; 2024Q4: 4,827 shares; 2025Q1: 4,880 shares; 2025Q2: 5,222 shares; 2025Q3: 5,186 shares; 2025Q4: 9,933 shares; 2026Q1: 9,968 shares 9,968 $715K 0.06% +35 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 812 shares; 2025Q1: 1,190 shares; 2025Q2: 1,460 shares; 2025Q3: 1,487 shares; 2025Q4: 1,911 shares; 2026Q1: 3,503 shares 3,503 $712K 0.06% +1,592 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,507 shares; 2025Q3: 10,514 shares; 2025Q4: 18,225 shares; 2026Q1: 21,205 shares 21,205 $711K 0.06% +2,980 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: not loaded; 2024Q4: 941 shares; 2025Q1: 1,197 shares; 2025Q2: 1,884 shares; 2025Q3: 1,760 shares; 2025Q4: 2,465 shares; 2026Q1: 3,807 shares 3,807 $711K 0.06% +1,342 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: not loaded; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 1,093 shares; 2026Q1: 1,442 shares 1,442 $709K 0.06% +349 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,137 shares; 2025Q3: 11,471 shares; 2025Q4: 12,006 shares; 2026Q1: 14,088 shares 14,088 $704K 0.06% +2,082 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: not loaded; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,918 shares; 2025Q3: 5,586 shares; 2025Q4: 10,082 shares; 2026Q1: 9,751 shares 9,751 $701K 0.06% -331 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,264 shares 29,264 $700K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 753 shares; 2025Q4: 820 shares; 2026Q1: 2,391 shares 2,391 $698K 0.06% +1,571 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,707 shares; 2025Q3: 7,995 shares; 2025Q4: 11,973 shares; 2026Q1: 14,823 shares 14,823 $696K 0.06% +2,850 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,515 shares 15,515 $695K 0.06% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 7,563 shares 7,563 $688K 0.06% +3,182 Timeline VCRB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,685 shares; 2025Q3: 6,760 shares; 2025Q4: 6,870 shares; 2026Q1: 8,761 shares 8,761 $678K 0.06% +1,891 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,478 shares 27,478 $677K 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 1,164 shares; 2026Q1: 1,363 shares 1,363 $676K 0.06% +199 Timeline EXI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,729 shares 3,729 $675K 0.06% new Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,627 shares; 2026Q1: 10,146 shares 10,146 $672K 0.06% +2,519 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,784 shares; 2025Q2: 3,869 shares; 2025Q3: 3,902 shares; 2025Q4: 3,883 shares; 2026Q1: 5,649 shares 5,649 $671K 0.06% +1,766 Timeline CAML PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,974 shares; 2025Q1: 17,070 shares; 2025Q2: 17,065 shares; 2025Q3: 17,407 shares; 2025Q4: 17,766 shares; 2026Q1: 19,048 shares 19,048 $670K 0.06% +1,282 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: not loaded; 2024Q4: 958 shares; 2025Q1: 1,586 shares; 2025Q2: 1,751 shares; 2025Q3: 2,051 shares; 2025Q4: 2,598 shares; 2026Q1: 3,511 shares 3,511 $666K 0.06% +913 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 9,426 shares; 2025Q2: 10,755 shares; 2025Q3: 9,271 shares; 2025Q4: 10,749 shares; 2026Q1: 16,990 shares 16,990 $665K 0.06% +6,241 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,753 shares; 2025Q3: 20,522 shares; 2025Q4: 27,172 shares; 2026Q1: 30,958 shares 30,958 $663K 0.06% +3,786 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,838 shares; 2025Q1: 23,847 shares; 2025Q2: 27,041 shares; 2025Q3: 27,945 shares; 2025Q4: 31,138 shares; 2026Q1: 32,298 shares 32,298 $659K 0.06% +1,160 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,605 shares; 2026Q1: 12,657 shares 12,657 $658K 0.06% -1,948 Timeline SPHB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $657K 0.06% new 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: not loaded; 2024Q4: 3,672 shares; 2025Q1: 3,922 shares; 2025Q2: 4,408 shares; 2025Q3: 3,382 shares; 2025Q4: 4,451 shares; 2026Q1: 5,989 shares 5,989 $653K 0.06% +1,538 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,045 shares; 2025Q2: 3,126 shares; 2025Q3: 3,981 shares; 2025Q4: 5,685 shares; 2026Q1: 9,086 shares 9,086 $653K 0.06% +3,401 Timeline NXTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,816 shares 5,816 $651K 0.06% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,984 shares 5,984 $646K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,633 shares; 2025Q3: 3,969 shares; 2025Q4: 6,477 shares; 2026Q1: 4,989 shares 4,989 $642K 0.06% -1,488 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,915 shares; 2026Q1: 21,849 shares 21,849 $641K 0.06% +1,934 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,978 shares; 2026Q1: 27,786 shares 27,786 $641K 0.06% +13,808 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: not loaded; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 436 shares; 2025Q3: 548 shares; 2025Q4: 4,402 shares; 2026Q1: 6,134 shares 6,134 $641K 0.06% +1,732 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,825 shares; 2026Q1: 36,398 shares 36,398 $637K 0.06% +14,573 Timeline RDVI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,926 shares 24,926 $637K 0.06% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,779 shares; 2025Q1: 17,689 shares; 2025Q2: 21,596 shares; 2025Q3: 16,065 shares; 2025Q4: 20,261 shares; 2026Q1: 36,868 shares 36,868 $632K 0.06% +16,607 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 932 shares; 2025Q4: 3,292 shares; 2026Q1: 2,292 shares 2,292 $631K 0.06% -1,000 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,484 shares; 2026Q1: 14,046 shares 14,046 $631K 0.06% +1,562 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,601 shares; 2025Q4: 15,440 shares; 2026Q1: 19,093 shares 19,093 $629K 0.06% +3,653 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares 2,870 $623K 0.06% new Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,406 shares; 2025Q1: 49,391 shares; 2025Q2: 53,012 shares; 2025Q3: 54,281 shares; 2025Q4: 27,413 shares; 2026Q1: 18,622 shares 18,622 $621K 0.06% -8,791 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,391 shares 1,391 $621K 0.06% +425 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,246 shares; 2025Q3: 17,987 shares; 2025Q4: 17,946 shares; 2026Q1: 18,509 shares 18,509 $619K 0.06% +563 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,227 shares 15,227 $611K 0.05% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,233 shares 23,233 $609K 0.05% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,020 shares; 2025Q4: 50,161 shares; 2026Q1: 55,037 shares 55,037 $608K 0.05% +4,876 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: not loaded; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 2,198 shares; 2025Q3: 2,247 shares; 2025Q4: 2,010 shares; 2026Q1: 3,523 shares 3,523 $608K 0.05% +1,513 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 368 shares; 2025Q4: 509 shares; 2026Q1: 713 shares 713 $603K 0.05% +204 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,888 shares; 2026Q1: 16,943 shares 16,943 $603K 0.05% +1,055 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: not loaded; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 6,271 shares; 2026Q1: 6,348 shares 6,348 $603K 0.05% +77 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,503 shares; 2025Q3: 20,155 shares; 2025Q4: 17,854 shares; 2026Q1: 17,733 shares 17,733 $602K 0.05% -121 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: not loaded; 2024Q4: 15,580 shares; 2025Q1: 13,592 shares; 2025Q2: 15,031 shares; 2025Q3: 15,877 shares; 2025Q4: 18,764 shares; 2026Q1: 11,430 shares 11,430 $602K 0.05% -7,334 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,772 shares; 2025Q4: 17,791 shares; 2026Q1: 17,022 shares 17,022 $600K 0.05% -769 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: not loaded; 2024Q4: not reported; 2025Q1: 8,475 shares; 2025Q2: 10,049 shares; 2025Q3: 10,150 shares; 2025Q4: 10,585 shares; 2026Q1: 14,070 shares 14,070 $599K 0.05% +3,485 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,690 shares; 2025Q4: 4,421 shares; 2026Q1: 4,822 shares 4,822 $592K 0.05% +401 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,014 shares; 2026Q1: 4,852 shares 4,852 $588K 0.05% -162 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: not loaded; 2024Q4: 1,153 shares; 2025Q1: 1,597 shares; 2025Q2: 1,505 shares; 2025Q3: 1,399 shares; 2025Q4: 2,201 shares; 2026Q1: 1,839 shares 1,839 $585K 0.05% -362 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,515 shares; 2025Q2: 11,783 shares; 2025Q3: 11,958 shares; 2025Q4: 13,785 shares; 2026Q1: 16,943 shares 16,943 $582K 0.05% +3,158 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,088 shares 4,088 $577K 0.05% new Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,779 shares; 2025Q4: 100,700 shares; 2026Q1: 132,631 shares 132,631 $576K 0.05% +31,931 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,657 shares; 2025Q2: 3,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,267 shares 7,267 $572K 0.05% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,040 shares; 2025Q4: 20,764 shares; 2026Q1: 22,415 shares 22,415 $571K 0.05% +1,651 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 2,512 shares; 2026Q1: 1,593 shares 1,593 $568K 0.05% -919 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 379 shares; 2026Q1: 412 shares 412 $568K 0.05% +33 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares; 2026Q1: 4,902 shares 4,902 $567K 0.05% +2,293 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605 shares; 2026Q1: 2,024 shares 2,024 $565K 0.05% +1,419 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,155 shares 11,155 $565K 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,914 shares; 2025Q3: 5,048 shares; 2025Q4: 5,741 shares; 2026Q1: 6,899 shares 6,899 $564K 0.05% +1,158 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,260 shares; 2025Q2: 6,204 shares; 2025Q3: 6,823 shares; 2025Q4: 10,668 shares; 2026Q1: 13,432 shares 13,432 $561K 0.05% +2,764 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,007 shares; 2026Q1: 6,879 shares 6,879 $559K 0.05% +3,872 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 6,758 shares; 2025Q4: 6,758 shares; 2026Q1: 7,858 shares 7,858 $559K 0.05% +1,100 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,755 shares; 2025Q1: 28,902 shares; 2025Q2: 26,082 shares; 2025Q3: 18,728 shares; 2025Q4: 18,028 shares; 2026Q1: 13,235 shares 13,235 $555K 0.05% -4,793 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,414 shares; 2025Q1: 22,379 shares; 2025Q2: 28,985 shares; 2025Q3: 29,847 shares; 2025Q4: 33,844 shares; 2026Q1: 24,466 shares 24,466 $553K 0.05% -9,378 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,739 shares; 2025Q4: 3,771 shares; 2026Q1: 5,095 shares 5,095 $552K 0.05% +1,324 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 15,780 shares; 2026Q1: 16,723 shares 16,723 $551K 0.05% +943 Timeline SMMD 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 loaded; 2024Q4: 13,117 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares; 2026Q1: 7,210 shares 7,210 $550K 0.05% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,459 shares 14,459 $549K 0.05% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,143 shares; 2025Q1: 11,043 shares; 2025Q2: 9,722 shares; 2025Q3: 9,881 shares; 2025Q4: 10,694 shares; 2026Q1: 10,861 shares 10,861 $548K 0.05% +167 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,881 shares; 2026Q1: 7,730 shares 7,730 $547K 0.05% +2,849 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: not loaded; 2024Q4: 2,355 shares; 2025Q1: 2,781 shares; 2025Q2: 3,129 shares; 2025Q3: 3,143 shares; 2025Q4: 3,191 shares; 2026Q1: 5,668 shares 5,668 $546K 0.05% +2,477 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 628 shares 628 $543K 0.05% +84 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: 3,278 shares; 2025Q3: 5,794 shares; 2025Q4: 2,621 shares; 2026Q1: 5,390 shares 5,390 $543K 0.05% +2,769 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: 2,099 shares; 2025Q3: 3,936 shares; 2025Q4: 4,597 shares; 2026Q1: 4,550 shares 4,550 $540K 0.05% -47 Timeline BDVL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,890 shares; 2026Q1: 21,820 shares 21,820 $538K 0.05% +2,930 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,066 shares; 2026Q1: 9,422 shares 9,422 $537K 0.05% +1,356 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,698 shares; 2026Q1: 19,129 shares 19,129 $536K 0.05% +1,431 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,018 shares; 2026Q1: 11,622 shares 11,622 $534K 0.05% -396 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,495 shares; 2025Q3: 12,130 shares; 2025Q4: 14,195 shares; 2026Q1: 18,235 shares 18,235 $530K 0.05% +4,040 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,011 shares; 2026Q1: 4,418 shares 4,418 $524K 0.05% +1,407 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: not loaded; 2024Q4: not reported; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,645 shares; 2025Q4: 15,998 shares; 2026Q1: 15,509 shares 15,509 $524K 0.05% -489 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,206 shares; 2025Q1: 4,249 shares; 2025Q2: 4,519 shares; 2025Q3: 4,488 shares; 2025Q4: 8,792 shares; 2026Q1: 8,734 shares 8,734 $521K 0.05% -58 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,147 shares; 2025Q1: 35,198 shares; 2025Q2: 27,334 shares; 2025Q3: 26,938 shares; 2025Q4: 32,126 shares; 2026Q1: 26,811 shares 26,811 $521K 0.05% -5,315 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,001 shares; 2025Q1: 9,482 shares; 2025Q2: 8,970 shares; 2025Q3: 8,189 shares; 2025Q4: 7,826 shares; 2026Q1: 7,680 shares 7,680 $519K 0.05% -146 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,112 shares; 2025Q2: 15,757 shares; 2025Q3: 16,310 shares; 2025Q4: 17,484 shares; 2026Q1: 24,456 shares 24,456 $518K 0.05% +6,972 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares; 2026Q1: 1,565 shares 1,565 $514K 0.05% +725 Timeline MORT 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 loaded; 2024Q4: 14,552 shares; 2025Q1: 26,717 shares; 2025Q2: 33,954 shares; 2025Q3: 32,116 shares; 2025Q4: 36,910 shares; 2026Q1: 50,094 shares 50,094 $514K 0.05% +13,184 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,653 shares; 2025Q3: 12,705 shares; 2025Q4: 12,800 shares; 2026Q1: 15,516 shares 15,516 $514K 0.05% +2,716 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,104 shares; 2026Q1: 11,925 shares 11,925 $514K 0.05% +5,821 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 5,073 shares 5,073 $513K 0.05% -328 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,668 shares; 2025Q3: 12,400 shares; 2025Q4: 14,805 shares; 2026Q1: 9,258 shares 9,258 $512K 0.05% -5,547 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,164 shares; 2026Q1: 8,467 shares 8,467 $509K 0.05% +1,303 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,513 shares; 2025Q3: 13,777 shares; 2025Q4: 13,717 shares; 2026Q1: 15,150 shares 15,150 $509K 0.05% +1,433 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,285 shares; 2025Q4: 6,424 shares; 2026Q1: 8,335 shares 8,335 $508K 0.05% +1,911 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 3,063 shares; 2026Q1: 2,799 shares 2,799 $506K 0.05% -264 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,961 shares; 2025Q1: 10,693 shares; 2025Q2: 9,560 shares; 2025Q3: 9,783 shares; 2025Q4: 10,674 shares; 2026Q1: 10,592 shares 10,592 $504K 0.05% -82 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: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,097 shares; 2025Q2: 2,389 shares; 2025Q3: 2,726 shares; 2025Q4: 3,646 shares; 2026Q1: 4,373 shares 4,373 $503K 0.05% +727 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: not loaded; 2024Q4: 3,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,713 shares 8,713 $502K 0.04% new Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: 5,017 shares; 2026Q1: 8,760 shares 8,760 $497K 0.04% +3,743 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 2,383 shares; 2026Q1: 1,644 shares 1,644 $496K 0.04% -739 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: 848 shares; 2026Q1: 950 shares 950 $496K 0.04% +102 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,487 shares; 2026Q1: 9,137 shares 9,137 $494K 0.04% +4,650 Timeline TSQ TOWNSQUARE MEDIA INC More: the full row for TOWNSQUARE MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,664 shares 90,664 $492K 0.04% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 1,095 shares; 2026Q1: 1,248 shares 1,248 $492K 0.04% +153 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,945 shares 4,945 $492K 0.04% new Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,930 shares; 2026Q1: 9,449 shares 9,449 $491K 0.04% +1,519 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,253 shares; 2025Q4: 35,712 shares; 2026Q1: 37,885 shares 37,885 $490K 0.04% +2,173 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,310 shares 5,310 $490K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 4,871 shares; 2026Q1: 9,299 shares 9,299 $489K 0.04% +4,428 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 2,251 shares 2,251 $487K 0.04% +791 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,884 shares; 2025Q3: 11,557 shares; 2025Q4: 23,193 shares; 2026Q1: 34,917 shares 34,917 $487K 0.04% +11,724 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,486 shares 2,486 $487K 0.04% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,330 shares; 2025Q1: 1,487 shares; 2025Q2: 874 shares; 2025Q3: 891 shares; 2025Q4: 1,407 shares; 2026Q1: 1,597 shares 1,597 $486K 0.04% +190 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,123 shares 5,123 $483K 0.04% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,992 shares; 2026Q1: 16,023 shares 16,023 $481K 0.04% +7,031 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,978 shares; 2025Q1: 6,238 shares; 2025Q2: 6,315 shares; 2025Q3: 6,427 shares; 2025Q4: 6,501 shares; 2026Q1: 6,603 shares 6,603 $480K 0.04% +102 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares; 2026Q1: 6,940 shares 6,940 $480K 0.04% +1,758 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,705 shares; 2025Q3: 5,065 shares; 2025Q4: 5,619 shares; 2026Q1: 5,788 shares 5,788 $474K 0.04% +169 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: not loaded; 2024Q4: not reported; 2025Q1: 1,662 shares; 2025Q2: 1,930 shares; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: 3,619 shares 3,619 $474K 0.04% +1,794 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,210 shares; 2026Q1: 17,241 shares 17,241 $472K 0.04% +9,031 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 4,065 shares; 2026Q1: 4,235 shares 4,235 $469K 0.04% +170 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,380 shares; 2026Q1: 13,975 shares 13,975 $469K 0.04% +5,595 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,977 shares; 2026Q1: 2,162 shares 2,162 $468K 0.04% +185 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,955 shares; 2025Q4: 62,277 shares; 2026Q1: 108,249 shares 108,249 $468K 0.04% +45,972 Timeline IWX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,015 shares; 2026Q1: 5,044 shares 5,044 $467K 0.04% -971 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 2,966 shares 2,966 $466K 0.04% +1,490 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 1,659 shares 1,659 $466K 0.04% +818 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,965 shares; 2025Q4: 96,557 shares; 2026Q1: 155,358 shares 155,358 $466K 0.04% +58,801 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 2,694 shares; 2026Q1: 3,863 shares 3,863 $466K 0.04% +1,169 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,253 shares; 2025Q1: 1,515 shares; 2025Q2: 1,610 shares; 2025Q3: 1,629 shares; 2025Q4: 1,652 shares; 2026Q1: 2,247 shares 2,247 $466K 0.04% +595 Timeline MHH MASTECH HLDGS INC More: the full row for MASTECH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,081 shares; 2025Q4: 42,037 shares; 2026Q1: 81,538 shares 81,538 $464K 0.04% +39,501 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,343 shares 2,343 $463K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,049 shares; 2025Q3: 1,028 shares; 2025Q4: 1,704 shares; 2026Q1: 2,097 shares 2,097 $459K 0.04% +393 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,183 shares 6,183 $457K 0.04% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,335 shares; 2025Q4: 4,594 shares; 2026Q1: 8,053 shares 8,053 $457K 0.04% +3,459 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: not loaded; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 2,009 shares; 2025Q3: 1,323 shares; 2025Q4: 1,856 shares; 2026Q1: 1,966 shares 1,966 $452K 0.04% +110 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,596 shares; 2026Q1: 3,339 shares 3,339 $452K 0.04% +1,743 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: not loaded; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: 1,084 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 2,102 shares 2,102 $449K 0.04% +1,024 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,158 shares; 2025Q4: not reported; 2026Q1: 2,701 shares 2,701 $448K 0.04% new Timeline DFEB 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 loaded; 2024Q4: not reported; 2025Q1: 13,742 shares; 2025Q2: 17,603 shares; 2025Q3: 15,183 shares; 2025Q4: 9,278 shares; 2026Q1: 9,331 shares 9,331 $442K 0.04% +53 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: not loaded; 2024Q4: 479 shares; 2025Q1: 417 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 776 shares 776 $437K 0.04% +27 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,405 shares 9,405 $436K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,466 shares 4,466 $434K 0.04% new Timeline FELG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,282 shares; 2025Q3: 11,191 shares; 2025Q4: 11,552 shares; 2026Q1: 11,552 shares 11,552 $433K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,493 shares; 2025Q4: 1,466 shares; 2026Q1: 1,101 shares 1,101 $432K 0.04% -365 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 3,000 shares 3,000 $424K 0.04% +1,554 Timeline DCOR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: 3,950 shares; 2025Q4: 5,560 shares; 2026Q1: 5,875 shares 5,875 $424K 0.04% +315 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,403 shares; 2026Q1: 13,998 shares 13,998 $423K 0.04% +1,595 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,936 shares; 2025Q4: 12,783 shares; 2026Q1: 11,799 shares 11,799 $419K 0.04% -984 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,886 shares 5,886 $417K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,687 shares 2,687 $410K 0.04% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 351 shares; 2025Q3: 359 shares; 2025Q4: 390 shares; 2026Q1: 373 shares 373 $407K 0.04% -17 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 359 shares; 2026Q1: 722 shares 722 $406K 0.04% +363 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 754 shares; 2025Q4: 1,308 shares; 2026Q1: 969 shares 969 $404K 0.04% -339 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 7,351 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares; 2026Q1: 10,186 shares 10,186 $402K 0.04% +2,852 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164 $402K 0.04% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,471 shares 10,471 $400K 0.04% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,561 shares; 2026Q1: 1,713 shares 1,713 $400K 0.04% +152 Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,601 shares; 2025Q4: 178,245 shares; 2026Q1: 294,372 shares 294,372 $399K 0.04% +116,127 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,103 shares; 2025Q1: 14,223 shares; 2025Q2: 15,067 shares; 2025Q3: 12,812 shares; 2025Q4: 15,316 shares; 2026Q1: 9,414 shares 9,414 $398K 0.04% -5,902 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,505 shares; 2025Q4: 8,797 shares; 2026Q1: 10,393 shares 10,393 $398K 0.04% +1,596 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,714 shares 2,714 $392K 0.04% new Timeline IEUR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,978 shares; 2026Q1: 5,582 shares 5,582 $392K 0.04% +604 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 710 shares; 2026Q1: 743 shares 743 $387K 0.03% +33 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,968 shares 6,968 $387K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,787 shares 6,787 $385K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares; 2026Q1: 3,934 shares 3,934 $384K 0.03% +959 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699 shares 699 $384K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,448 shares 5,448 $382K 0.03% new 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: not loaded; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares 881 $376K 0.03% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 2,036 shares; 2025Q3: 3,156 shares; 2025Q4: 3,968 shares; 2026Q1: 1,770 shares 1,770 $371K 0.03% -2,198 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,554 shares 2,554 $369K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,776 shares 1,776 $369K 0.03% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,819 shares; 2025Q1: 9,989 shares; 2025Q2: 14,731 shares; 2025Q3: 14,355 shares; 2025Q4: 13,459 shares; 2026Q1: 16,405 shares 16,405 $369K 0.03% +2,946 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 986 shares; 2025Q4: 968 shares; 2026Q1: 1,172 shares 1,172 $368K 0.03% +204 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: not loaded; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 1,062 shares; 2025Q3: 1,028 shares; 2025Q4: 1,374 shares; 2026Q1: 1,629 shares 1,629 $368K 0.03% +255 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 920 shares; 2025Q3: 967 shares; 2025Q4: 988 shares; 2026Q1: 1,385 shares 1,385 $361K 0.03% +397 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,831 shares; 2025Q1: 5,168 shares; 2025Q2: 5,717 shares; 2025Q3: 5,683 shares; 2025Q4: 5,707 shares; 2026Q1: 5,614 shares 5,614 $360K 0.03% -93 Timeline DBA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,424 shares; 2025Q3: 8,947 shares; 2025Q4: 10,634 shares; 2026Q1: 13,062 shares 13,062 $357K 0.03% +2,428 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,131 shares; 2025Q4: 2,663 shares; 2026Q1: 2,954 shares 2,954 $356K 0.03% +291 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,081 shares; 2026Q1: 13,373 shares 13,373 $351K 0.03% +3,292 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,904 shares 6,904 $351K 0.03% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,418 shares; 2025Q1: 21,442 shares; 2025Q2: 25,402 shares; 2025Q3: 27,342 shares; 2025Q4: 33,328 shares; 2026Q1: 18,511 shares 18,511 $350K 0.03% -14,817 Timeline GSEP 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 loaded; 2024Q4: 13,316 shares; 2025Q1: 13,316 shares; 2025Q2: 10,148 shares; 2025Q3: 10,148 shares; 2025Q4: 10,148 shares; 2026Q1: 9,056 shares 9,056 $345K 0.03% -1,092 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,979 shares; 2026Q1: 5,489 shares 5,489 $344K 0.03% +1,510 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares 3,074 $342K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,177 shares; 2026Q1: 13,329 shares 13,329 $342K 0.03% +152 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,683 shares; 2026Q1: 12,548 shares 12,548 $342K 0.03% +2,865 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: not loaded; 2024Q4: 11,704 shares; 2025Q1: 7,762 shares; 2025Q2: 7,270 shares; 2025Q3: 8,135 shares; 2025Q4: 9,871 shares; 2026Q1: 8,495 shares 8,495 $341K 0.03% -1,376 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,930 shares 12,930 $341K 0.03% new Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,667 shares 10,667 $340K 0.03% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,069 shares; 2025Q1: 1,556 shares; 2025Q2: 1,608 shares; 2025Q3: 1,621 shares; 2025Q4: 1,647 shares; 2026Q1: 1,600 shares 1,600 $340K 0.03% -47 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,127 shares; 2025Q1: 7,806 shares; 2025Q2: 7,074 shares; 2025Q3: 7,959 shares; 2025Q4: 9,160 shares; 2026Q1: 7,965 shares 7,965 $339K 0.03% -1,195 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,518 shares; 2026Q1: 10,563 shares 10,563 $333K 0.03% +1,045 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,040 shares; 2026Q1: 12,121 shares 12,121 $333K 0.03% -919 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,217 shares; 2026Q1: 7,148 shares 7,148 $332K 0.03% +1,931 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,277 shares; 2025Q4: 2,816 shares; 2026Q1: 3,505 shares 3,505 $329K 0.03% +689 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 9,284 shares; 2026Q1: 5,868 shares 5,868 $327K 0.03% -3,416 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,504 shares; 2026Q1: 5,933 shares 5,933 $327K 0.03% -571 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,249 shares 14,249 $327K 0.03% new Timeline