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: 2,173,713 shares; 2024Q4: 2,293,255 shares; 2025Q1: 2,525,842 shares; 2025Q2: 2,747,675 shares; 2025Q3: 2,797,056 shares; 2025Q4: 3,071,793 shares; 2026Q1: 3,604,413 shares 3,604,413 $629M 3.4% +532,620 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: 1,532,986 shares; 2024Q4: 1,631,483 shares; 2025Q1: 1,694,316 shares; 2025Q2: 1,803,941 shares; 2025Q3: 2,010,129 shares; 2025Q4: 2,150,834 shares; 2026Q1: 2,418,374 shares 2,418,374 $614M 3.32% +267,540 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: 678,418 shares; 2024Q4: 754,812 shares; 2025Q1: 818,083 shares; 2025Q2: 821,982 shares; 2025Q3: 879,949 shares; 2025Q4: 1,031,541 shares; 2026Q1: 1,284,331 shares 1,284,331 $475M 2.57% +252,790 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404,425 shares; 2024Q4: 4,934,302 shares; 2025Q1: 5,898,675 shares; 2025Q2: 6,810,378 shares; 2025Q3: 7,122,488 shares; 2025Q4: 7,482,698 shares; 2026Q1: 7,914,443 shares 7,914,443 $387M 2.09% +431,745 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: 315,893 shares; 2024Q4: 306,013 shares; 2025Q1: 334,268 shares; 2025Q2: 403,627 shares; 2025Q3: 466,917 shares; 2025Q4: 506,948 shares; 2026Q1: 535,640 shares 535,640 $350M 1.89% +28,692 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: 950,409 shares; 2024Q4: 980,657 shares; 2025Q1: 1,026,775 shares; 2025Q2: 1,216,520 shares; 2025Q3: 1,371,192 shares; 2025Q4: 1,507,901 shares; 2026Q1: 1,596,626 shares 1,596,626 $333M 1.8% +88,725 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194,870 shares; 2024Q4: 2,322,135 shares; 2025Q1: 2,422,045 shares; 2025Q2: 2,717,937 shares; 2025Q3: 3,010,419 shares; 2025Q4: 2,942,685 shares; 2026Q1: 3,069,038 shares 3,069,038 $300M 1.62% +126,353 Timeline AVIG 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: 3,110,501 shares; 2024Q4: 3,318,442 shares; 2025Q1: 3,743,384 shares; 2025Q2: 4,188,949 shares; 2025Q3: 5,110,173 shares; 2025Q4: 6,089,059 shares; 2026Q1: 6,535,001 shares 6,535,001 $271M 1.47% +445,942 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: 791,636 shares; 2024Q4: 849,142 shares; 2025Q1: 797,167 shares; 2025Q2: 852,692 shares; 2025Q3: 924,927 shares; 2025Q4: 891,832 shares; 2026Q1: 874,394 shares 874,394 $251M 1.36% -17,438 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: 431,653 shares; 2024Q4: 480,285 shares; 2025Q1: 511,144 shares; 2025Q2: 565,993 shares; 2025Q3: 591,748 shares; 2025Q4: 617,694 shares; 2026Q1: 724,608 shares 724,608 $224M 1.21% +106,914 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: 2,120,622 shares; 2024Q4: 2,652,320 shares; 2025Q1: 3,167,078 shares; 2025Q2: 4,531,478 shares; 2025Q3: 4,762,716 shares; 2025Q4: 6,479,219 shares; 2026Q1: 7,945,409 shares 7,945,409 $208M 1.13% +1,466,190 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: 165,964 shares; 2024Q4: 196,856 shares; 2025Q1: 231,761 shares; 2025Q2: 298,119 shares; 2025Q3: 311,172 shares; 2025Q4: 347,551 shares; 2026Q1: 359,570 shares 359,570 $206M 1.11% +12,019 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: 1,964,784 shares; 2024Q4: 2,052,029 shares; 2025Q1: 2,128,282 shares; 2025Q2: 2,608,841 shares; 2025Q3: 3,117,992 shares; 2025Q4: 3,499,178 shares; 2026Q1: 3,586,411 shares 3,586,411 $203M 1.1% +87,233 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: 376,463 shares; 2024Q4: 363,064 shares; 2025Q1: 355,535 shares; 2025Q2: 327,430 shares; 2025Q3: 331,857 shares; 2025Q4: 338,280 shares; 2026Q1: 317,194 shares 317,194 $190M 1.02% -21,086 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: 380,707 shares; 2024Q4: 517,877 shares; 2025Q1: 645,865 shares; 2025Q2: 817,675 shares; 2025Q3: 1,004,137 shares; 2025Q4: 1,482,067 shares; 2026Q1: 1,892,589 shares 1,892,589 $175M 0.94% +410,522 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: 717,913 shares; 2024Q4: 763,868 shares; 2025Q1: 801,342 shares; 2025Q2: 845,761 shares; 2025Q3: 926,457 shares; 2025Q4: 969,410 shares; 2026Q1: 1,002,282 shares 1,002,282 $170M 0.92% +32,872 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: 654,101 shares; 2024Q4: 650,022 shares; 2025Q1: 599,558 shares; 2025Q2: 627,860 shares; 2025Q3: 625,759 shares; 2025Q4: 638,124 shares; 2026Q1: 658,865 shares 658,865 $164M 0.89% +20,741 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: 2,462,694 shares; 2024Q4: 2,343,820 shares; 2025Q1: 2,066,709 shares; 2025Q2: 1,523,815 shares; 2025Q3: 1,442,622 shares; 2025Q4: 1,429,104 shares; 2026Q1: 1,847,371 shares 1,847,371 $141M 0.76% +418,267 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248,695 shares; 2025Q3: 5,162,037 shares; 2025Q4: 5,279,478 shares; 2026Q1: 5,492,991 shares 5,492,991 $138M 0.75% +213,513 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: 351,198 shares; 2024Q4: 380,822 shares; 2025Q1: 397,363 shares; 2025Q2: 428,184 shares; 2025Q3: 478,045 shares; 2025Q4: 516,607 shares; 2026Q1: 463,812 shares 463,812 $136M 0.74% -52,795 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: 339,721 shares; 2024Q4: 388,138 shares; 2025Q1: 416,357 shares; 2025Q2: 431,399 shares; 2025Q3: 481,429 shares; 2025Q4: 490,135 shares; 2026Q1: 547,306 shares 547,306 $134M 0.72% +57,171 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425,638 shares; 2024Q4: 1,618,441 shares; 2025Q1: 1,946,850 shares; 2025Q2: 2,255,075 shares; 2025Q3: 2,416,358 shares; 2025Q4: 2,531,709 shares; 2026Q1: 2,640,486 shares 2,640,486 $133M 0.72% +108,777 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: 207,456 shares; 2024Q4: 224,212 shares; 2025Q1: 231,310 shares; 2025Q2: 246,971 shares; 2025Q3: 278,076 shares; 2025Q4: 265,883 shares; 2026Q1: 276,221 shares 276,221 $132M 0.72% +10,338 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,133 shares; 2024Q4: 1,675,648 shares; 2025Q1: 1,598,530 shares; 2025Q2: 1,543,386 shares; 2025Q3: 11,000 shares; 2025Q4: 3,932,306 shares; 2026Q1: 3,917,163 shares 3,917,163 $132M 0.72% -15,143 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542,593 shares 5,542,593 $131M 0.71% new Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 4,748,721 shares; 2025Q4: 4,731,507 shares; 2026Q1: 4,738,733 shares 4,738,733 $126M 0.68% +7,226 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: 559,436 shares; 2024Q4: 570,984 shares; 2025Q1: 475,477 shares; 2025Q2: 527,246 shares; 2025Q3: 634,380 shares; 2025Q4: 1,004,559 shares; 2026Q1: 1,306,747 shares 1,306,747 $118M 0.64% +302,188 Timeline MDYG 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: 554,370 shares; 2024Q4: 645,967 shares; 2025Q1: 731,438 shares; 2025Q2: 739,745 shares; 2025Q3: 859,656 shares; 2025Q4: 1,084,310 shares; 2026Q1: 1,219,055 shares 1,219,055 $117M 0.63% +134,745 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: 886,458 shares; 2024Q4: 932,829 shares; 2025Q1: 979,801 shares; 2025Q2: 1,048,752 shares; 2025Q3: 1,191,011 shares; 2025Q4: 1,331,543 shares; 2026Q1: 1,457,240 shares 1,457,240 $113M 0.61% +125,697 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: 198,003 shares; 2024Q4: 189,161 shares; 2025Q1: 219,573 shares; 2025Q2: 473,622 shares; 2025Q3: 556,531 shares; 2025Q4: 871,577 shares; 2026Q1: 904,807 shares 904,807 $112M 0.61% +33,230 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,776 shares; 2024Q4: 835,822 shares; 2025Q1: 924,356 shares; 2025Q2: 934,788 shares; 2025Q3: 1,051,799 shares; 2025Q4: 1,307,516 shares; 2026Q1: 1,297,885 shares 1,297,885 $112M 0.61% -9,631 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: 250,371 shares; 2024Q4: 276,385 shares; 2025Q1: 314,363 shares; 2025Q2: 321,906 shares; 2025Q3: 336,038 shares; 2025Q4: 525,047 shares; 2026Q1: 653,199 shares 653,199 $108M 0.58% +128,152 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: 222,879 shares; 2024Q4: 248,039 shares; 2025Q1: 267,037 shares; 2025Q2: 280,664 shares; 2025Q3: 316,941 shares; 2025Q4: 285,193 shares; 2026Q1: 344,786 shares 344,786 $107M 0.58% +59,593 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: 222,488 shares; 2024Q4: 204,081 shares; 2025Q1: 223,040 shares; 2025Q2: 236,828 shares; 2025Q3: 246,414 shares; 2025Q4: 251,508 shares; 2026Q1: 283,759 shares 283,759 $105M 0.57% +32,251 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836,949 shares; 2024Q4: 2,014,621 shares; 2025Q1: 2,208,340 shares; 2025Q2: 2,511,824 shares; 2025Q3: 2,386,738 shares; 2025Q4: 2,257,178 shares; 2026Q1: 2,335,738 shares 2,335,738 $105M 0.57% +78,560 Timeline FDIS 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: 494,686 shares; 2024Q4: 582,500 shares; 2025Q1: 650,568 shares; 2025Q2: 679,914 shares; 2025Q3: 762,658 shares; 2025Q4: 966,605 shares; 2026Q1: 1,103,019 shares 1,103,019 $103M 0.56% +136,414 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: 1,040,613 shares; 2024Q4: 1,068,745 shares; 2025Q1: 1,011,637 shares; 2025Q2: 1,017,400 shares; 2025Q3: 1,047,957 shares; 2025Q4: 1,081,107 shares; 2026Q1: 1,103,108 shares 1,103,108 $102M 0.55% +22,001 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: 455,240 shares; 2024Q4: 606,486 shares; 2025Q1: 723,208 shares; 2025Q2: 850,582 shares; 2025Q3: 924,049 shares; 2025Q4: 960,517 shares; 2026Q1: 1,004,333 shares 1,004,333 $101M 0.55% +43,816 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000,621 shares 4,000,621 $100M 0.54% new 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: 80,234 shares; 2024Q4: 89,678 shares; 2025Q1: 98,219 shares; 2025Q2: 117,738 shares; 2025Q3: 131,466 shares; 2025Q4: 189,552 shares; 2026Q1: 200,129 shares 200,129 $100M 0.54% +10,577 Timeline FUTY 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: 630,597 shares; 2024Q4: 759,746 shares; 2025Q1: 871,258 shares; 2025Q2: 873,184 shares; 2025Q3: 1,041,815 shares; 2025Q4: 1,371,364 shares; 2026Q1: 1,688,841 shares 1,688,841 $99.8M 0.54% +317,477 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: 551,681 shares; 2024Q4: 106,109 shares; 2025Q1: 92,551 shares; 2025Q2: 82,053 shares; 2025Q3: 503,305 shares; 2025Q4: 638,989 shares; 2026Q1: 967,416 shares 967,416 $97.4M 0.53% +328,427 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,644 shares; 2024Q4: 123,573 shares; 2025Q1: 134,229 shares; 2025Q2: 149,717 shares; 2025Q3: 165,885 shares; 2025Q4: 173,792 shares; 2026Q1: 1,379,183 shares 1,379,183 $97M 0.52% +1,205,391 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: 253,665 shares; 2024Q4: 284,603 shares; 2025Q1: 316,195 shares; 2025Q2: 336,194 shares; 2025Q3: 356,650 shares; 2025Q4: 321,234 shares; 2026Q1: 276,532 shares 276,532 $93.4M 0.51% -44,702 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: 175,454 shares; 2024Q4: 180,471 shares; 2025Q1: 178,936 shares; 2025Q2: 223,253 shares; 2025Q3: 247,719 shares; 2025Q4: 282,343 shares; 2026Q1: 302,052 shares 302,052 $91.3M 0.49% +19,709 Timeline AVXC 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: 532,144 shares; 2024Q4: 560,652 shares; 2025Q1: 466,847 shares; 2025Q2: 578,087 shares; 2025Q3: 668,888 shares; 2025Q4: 1,045,963 shares; 2026Q1: 1,340,053 shares 1,340,053 $90.6M 0.49% +294,090 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: 858,872 shares; 2024Q4: 1,099,987 shares; 2025Q1: 1,265,400 shares; 2025Q2: 1,597,917 shares; 2025Q3: 1,747,766 shares; 2025Q4: 1,719,605 shares; 2026Q1: 1,296,578 shares 1,296,578 $90.4M 0.49% -423,027 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,574,557 shares 3,574,557 $88.9M 0.48% new Timeline FMAT 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: 670,853 shares; 2024Q4: 804,547 shares; 2025Q1: 909,549 shares; 2025Q2: 915,330 shares; 2025Q3: 1,055,982 shares; 2025Q4: 1,328,708 shares; 2026Q1: 1,524,735 shares 1,524,735 $87.9M 0.48% +196,027 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 reported; 2024Q4: 1,662,689 shares; 2025Q1: 1,683,618 shares; 2025Q2: 1,675,631 shares; 2025Q3: 7,984 shares; 2025Q4: 2,225,638 shares; 2026Q1: 2,223,975 shares 2,223,975 $85.6M 0.46% -1,663 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: 1,830,154 shares; 2024Q4: 2,096,817 shares; 2025Q1: 2,251,672 shares; 2025Q2: 2,403,221 shares; 2025Q3: 3,104,757 shares; 2025Q4: 3,430,682 shares; 2026Q1: 3,646,782 shares 3,646,782 $83.5M 0.45% +216,100 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,171 shares; 2024Q4: 495,640 shares; 2025Q1: 558,043 shares; 2025Q2: 569,021 shares; 2025Q3: 661,703 shares; 2025Q4: 858,798 shares; 2026Q1: 960,579 shares 960,579 $81.8M 0.44% +101,781 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: 798,495 shares; 2024Q4: 758,448 shares; 2025Q1: 729,467 shares; 2025Q2: 666,017 shares; 2025Q3: 693,299 shares; 2025Q4: 710,568 shares; 2026Q1: 714,893 shares 714,893 $80.9M 0.44% +4,325 Timeline BILZ 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: 573,254 shares; 2024Q4: 932,330 shares; 2025Q1: 880,921 shares; 2025Q2: 1,365,151 shares; 2025Q3: 1,187,960 shares; 2025Q4: 1,003,373 shares; 2026Q1: 781,091 shares 781,091 $78.9M 0.43% -222,282 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: 134,991 shares; 2024Q4: 178,438 shares; 2025Q1: 204,726 shares; 2025Q2: 251,862 shares; 2025Q3: 276,587 shares; 2025Q4: 383,069 shares; 2026Q1: 371,946 shares 371,946 $78.5M 0.42% -11,123 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089,674 shares; 2024Q4: 1,146,986 shares; 2025Q1: 1,319,340 shares; 2025Q2: 1,531,499 shares; 2025Q3: 1,789,530 shares; 2025Q4: 1,942,395 shares; 2026Q1: 2,100,401 shares 2,100,401 $77.3M 0.42% +158,006 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: 222,521 shares; 2024Q4: 247,835 shares; 2025Q1: 293,374 shares; 2025Q2: 303,266 shares; 2025Q3: 322,423 shares; 2025Q4: 323,664 shares; 2026Q1: 378,911 shares 378,911 $77.1M 0.42% +55,247 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: 1,209,720 shares; 2024Q4: 1,223,273 shares; 2025Q1: 1,204,805 shares; 2025Q2: 1,119,234 shares; 2025Q3: 1,376,558 shares; 2025Q4: 1,411,859 shares; 2026Q1: 1,314,475 shares 1,314,475 $76.5M 0.41% -97,384 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: 327,830 shares; 2024Q4: 319,324 shares; 2025Q1: 305,869 shares; 2025Q2: 465,854 shares; 2025Q3: 495,912 shares; 2025Q4: 510,699 shares; 2026Q1: 521,999 shares 521,999 $76.4M 0.41% +11,300 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: 453,607 shares; 2024Q4: 511,055 shares; 2025Q1: 553,040 shares; 2025Q2: 577,431 shares; 2025Q3: 665,507 shares; 2025Q4: 654,938 shares; 2026Q1: 513,197 shares 513,197 $74.1M 0.4% -141,741 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: 300,768 shares; 2024Q4: 318,205 shares; 2025Q1: 338,889 shares; 2025Q2: 423,382 shares; 2025Q3: 470,634 shares; 2025Q4: 530,598 shares; 2026Q1: 349,096 shares 349,096 $72.2M 0.39% -181,502 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: 225,929 shares; 2024Q4: 243,720 shares; 2025Q1: 250,506 shares; 2025Q2: 267,673 shares; 2025Q3: 286,324 shares; 2025Q4: 294,020 shares; 2026Q1: 329,432 shares 329,432 $71.6M 0.39% +35,412 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215,558 shares 2,215,558 $71.2M 0.39% new 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: 95,856 shares; 2024Q4: 122,368 shares; 2025Q1: 145,052 shares; 2025Q2: 180,814 shares; 2025Q3: 208,862 shares; 2025Q4: 238,003 shares; 2026Q1: 203,750 shares 203,750 $69.6M 0.38% -34,253 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191,059 shares; 2024Q4: 14,127 shares; 2025Q1: 4,971 shares; 2025Q2: 4,849 shares; 2025Q3: 2,474,945 shares; 2025Q4: 2,193,335 shares; 2026Q1: 2,191,080 shares 2,191,080 $69.2M 0.37% -2,255 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: 1,007,445 shares; 2024Q4: 1,064,307 shares; 2025Q1: 1,057,312 shares; 2025Q2: 1,073,175 shares; 2025Q3: 1,040,572 shares; 2025Q4: 1,050,739 shares; 2026Q1: 929,760 shares 929,760 $69.1M 0.37% -120,979 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,511 shares; 2024Q4: 635,805 shares; 2025Q1: 936,535 shares; 2025Q2: 1,008,742 shares; 2025Q3: 1,099,610 shares; 2025Q4: 1,259,525 shares; 2026Q1: 1,367,312 shares 1,367,312 $66.5M 0.36% +107,787 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: 109,676 shares; 2024Q4: 112,340 shares; 2025Q1: 111,149 shares; 2025Q2: 99,792 shares; 2025Q3: 108,589 shares; 2025Q4: 111,615 shares; 2026Q1: 269,856 shares 269,856 $65.4M 0.35% +158,241 Timeline ILTB 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: 768,129 shares; 2024Q4: 885,337 shares; 2025Q1: 931,837 shares; 2025Q2: 1,005,935 shares; 2025Q3: 1,083,977 shares; 2025Q4: 1,221,142 shares; 2026Q1: 1,302,828 shares 1,302,828 $63.8M 0.35% +81,686 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784,282 shares; 2025Q2: 1,469,919 shares; 2025Q3: 2,341,991 shares; 2025Q4: 2,430,752 shares; 2026Q1: 2,542,160 shares 2,542,160 $63.6M 0.34% +111,408 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690,758 shares; 2025Q3: 856,722 shares; 2025Q4: 1,235,973 shares; 2026Q1: 2,171,693 shares 2,171,693 $62.7M 0.34% +935,720 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: 304,389 shares; 2024Q4: 322,891 shares; 2025Q1: 322,136 shares; 2025Q2: 338,615 shares; 2025Q3: 326,764 shares; 2025Q4: 287,750 shares; 2026Q1: 545,229 shares 545,229 $61.8M 0.33% +257,479 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: 178,644 shares; 2024Q4: 169,600 shares; 2025Q1: 75,092 shares; 2025Q2: 135,908 shares; 2025Q3: 142,948 shares; 2025Q4: 167,589 shares; 2026Q1: 95,114 shares 95,114 $61.7M 0.33% -72,475 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237,389 shares; 2024Q4: 1,440,675 shares; 2025Q1: 1,523,393 shares; 2025Q2: 1,604,981 shares; 2025Q3: 1,737,659 shares; 2025Q4: 1,974,900 shares; 2026Q1: 2,120,579 shares 2,120,579 $61.6M 0.33% +145,679 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 reported; 2024Q4: 4,859 shares; 2025Q1: 4,845 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 1,606,542 shares; 2026Q1: 1,598,419 shares 1,598,419 $60.9M 0.33% -8,123 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 5,979 shares; 2025Q1: 5,129 shares; 2025Q2: 7,460 shares; 2025Q3: 8,669 shares; 2025Q4: 7,500 shares; 2026Q1: 140,022 shares 140,022 $60.5M 0.33% +132,522 Timeline XONE 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: 978,105 shares; 2024Q4: 767,156 shares; 2025Q1: 935,651 shares; 2025Q2: 1,054,535 shares; 2025Q3: 1,114,335 shares; 2025Q4: 1,163,083 shares; 2026Q1: 1,221,856 shares 1,221,856 $60.5M 0.33% +58,773 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,881 shares; 2024Q4: 29,044 shares; 2025Q1: 32,252 shares; 2025Q2: 34,618 shares; 2025Q3: 42,128 shares; 2025Q4: 74,670 shares; 2026Q1: 59,645 shares 59,645 $59.4M 0.32% -15,025 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,060 shares; 2025Q3: 16,870 shares; 2025Q4: 278,207 shares; 2026Q1: 681,157 shares 681,157 $59.2M 0.32% +402,950 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: 655,611 shares; 2024Q4: 615,608 shares; 2025Q1: 791,226 shares; 2025Q2: 861,335 shares; 2025Q3: 954,609 shares; 2025Q4: 1,508,829 shares; 2026Q1: 1,212,887 shares 1,212,887 $59.1M 0.32% -295,942 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: 58,144 shares; 2024Q4: 61,560 shares; 2025Q1: 77,116 shares; 2025Q2: 190,487 shares; 2025Q3: 204,331 shares; 2025Q4: 234,931 shares; 2026Q1: 398,793 shares 398,793 $58.7M 0.32% +163,862 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: 465,159 shares; 2024Q4: 487,282 shares; 2025Q1: 499,394 shares; 2025Q2: 473,831 shares; 2025Q3: 477,193 shares; 2025Q4: 324,486 shares; 2026Q1: 301,971 shares 301,971 $57.9M 0.31% -22,515 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: 330,991 shares; 2024Q4: 425,425 shares; 2025Q1: 436,979 shares; 2025Q2: 470,728 shares; 2025Q3: 536,585 shares; 2025Q4: 572,311 shares; 2026Q1: 590,739 shares 590,739 $56.1M 0.3% +18,428 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,892 shares; 2024Q4: 303,779 shares; 2025Q1: 292,979 shares; 2025Q2: 365,411 shares; 2025Q3: 366,952 shares; 2025Q4: 377,481 shares; 2026Q1: 380,308 shares 380,308 $55.4M 0.3% +2,827 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: 73,218 shares; 2024Q4: 67,207 shares; 2025Q1: 62,643 shares; 2025Q2: 68,235 shares; 2025Q3: 86,435 shares; 2025Q4: 89,997 shares; 2026Q1: 60,031 shares 60,031 $55.2M 0.3% -29,966 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: 62,409 shares; 2024Q4: 74,733 shares; 2025Q1: 84,424 shares; 2025Q2: 91,425 shares; 2025Q3: 110,223 shares; 2025Q4: 134,132 shares; 2026Q1: 155,744 shares 155,744 $54.8M 0.3% +21,612 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: 13,792 shares; 2024Q4: 14,383 shares; 2025Q1: 42,008 shares; 2025Q2: 43,908 shares; 2025Q3: 47,926 shares; 2025Q4: 478,749 shares; 2026Q1: 568,036 shares 568,036 $54.6M 0.3% +89,287 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: 757,945 shares; 2024Q4: 859,866 shares; 2025Q1: 675,734 shares; 2025Q2: 679,840 shares; 2025Q3: 515,125 shares; 2025Q4: 519,721 shares; 2026Q1: 490,392 shares 490,392 $54.6M 0.3% -29,329 Timeline DECT 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: 7,709 shares; 2024Q4: 1,572,468 shares; 2025Q1: 1,574,797 shares; 2025Q2: 1,563,358 shares; 2025Q3: 1,552,053 shares; 2025Q4: 1,513,169 shares; 2026Q1: 1,493,774 shares 1,493,774 $53.1M 0.29% -19,395 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: 856,691 shares; 2024Q4: 953,247 shares; 2025Q1: 1,012,876 shares; 2025Q2: 1,060,096 shares; 2025Q3: 1,185,741 shares; 2025Q4: 1,365,126 shares; 2026Q1: 1,049,416 shares 1,049,416 $52.7M 0.28% -315,710 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,017 shares; 2025Q1: 37,072 shares; 2025Q2: 44,190 shares; 2025Q3: 55,967 shares; 2025Q4: 199,706 shares; 2026Q1: 245,663 shares 245,663 $52.5M 0.28% +45,957 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: 133,288 shares; 2024Q4: 140,284 shares; 2025Q1: 145,043 shares; 2025Q2: 171,264 shares; 2025Q3: 191,036 shares; 2025Q4: 231,697 shares; 2026Q1: 277,423 shares 277,423 $51.8M 0.28% +45,726 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: 163,622 shares; 2024Q4: 175,103 shares; 2025Q1: 184,792 shares; 2025Q2: 124,741 shares; 2025Q3: 128,916 shares; 2025Q4: 110,112 shares; 2026Q1: 157,424 shares 157,424 $51.8M 0.28% +47,312 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: 312,302 shares; 2024Q4: 353,800 shares; 2025Q1: 373,696 shares; 2025Q2: 422,961 shares; 2025Q3: 489,662 shares; 2025Q4: 610,972 shares; 2026Q1: 642,162 shares 642,162 $51.1M 0.28% +31,190 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: 4,318 shares; 2024Q4: 3,433 shares; 2025Q1: 4,183 shares; 2025Q2: 7,097 shares; 2025Q3: 7,335 shares; 2025Q4: 104,515 shares; 2026Q1: 255,879 shares 255,879 $50.7M 0.27% +151,364 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: 290,649 shares; 2024Q4: 247,279 shares; 2025Q1: 138,517 shares; 2025Q2: 109,838 shares; 2025Q3: 198,486 shares; 2025Q4: 228,142 shares; 2026Q1: 558,877 shares 558,877 $48.4M 0.26% +330,735 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: 13,576 shares; 2024Q4: 13,910 shares; 2025Q1: 13,936 shares; 2025Q2: 18,560 shares; 2025Q3: 21,543 shares; 2025Q4: 154,894 shares; 2026Q1: 293,965 shares 293,965 $48.4M 0.26% +139,071 Timeline PVEX ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,614 shares; 2025Q4: 1,615,886 shares; 2026Q1: 1,725,082 shares 1,725,082 $47.3M 0.26% +109,196 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: 930,450 shares; 2024Q4: 1,057,508 shares; 2025Q1: 976,817 shares; 2025Q2: 1,172,778 shares; 2025Q3: 1,238,460 shares; 2025Q4: 1,454,562 shares; 2026Q1: 1,665,681 shares 1,665,681 $46.8M 0.25% +211,119 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: 83,456 shares; 2024Q4: 94,336 shares; 2025Q1: 100,857 shares; 2025Q2: 111,997 shares; 2025Q3: 111,544 shares; 2025Q4: 218,049 shares; 2026Q1: 233,882 shares 233,882 $45.1M 0.24% +15,833 Timeline SEPT 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: 1,522,381 shares; 2024Q4: 12,630 shares; 2025Q1: 4,398 shares; 2025Q2: 3,494 shares; 2025Q3: 1,306,575 shares; 2025Q4: 1,297,625 shares; 2026Q1: 1,296,584 shares 1,296,584 $44.5M 0.24% -1,041 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: 147,829 shares; 2024Q4: 158,428 shares; 2025Q1: 187,047 shares; 2025Q2: 164,119 shares; 2025Q3: 174,102 shares; 2025Q4: 304,780 shares; 2026Q1: 338,993 shares 338,993 $44.4M 0.24% +34,213 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,306 shares; 2024Q4: 109,756 shares; 2025Q1: 10,589 shares; 2025Q2: 161,066 shares; 2025Q3: 143,581 shares; 2025Q4: 143,115 shares; 2026Q1: 179,472 shares 179,472 $44.3M 0.24% +36,357 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: 73,873 shares; 2024Q4: 81,154 shares; 2025Q1: 72,791 shares; 2025Q2: 86,398 shares; 2025Q3: 92,912 shares; 2025Q4: 90,923 shares; 2026Q1: 99,314 shares 99,314 $43.4M 0.23% +8,391 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341,409 shares; 2025Q2: 333,567 shares; 2025Q3: 1,489,694 shares; 2025Q4: 1,493,114 shares; 2026Q1: 1,505,367 shares 1,505,367 $43M 0.23% +12,253 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: 88,980 shares; 2024Q4: 67,714 shares; 2025Q1: 79,658 shares; 2025Q2: 70,666 shares; 2025Q3: 76,271 shares; 2025Q4: 77,877 shares; 2026Q1: 73,972 shares 73,972 $42.7M 0.23% -3,905 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,451 shares; 2024Q4: 107,179 shares; 2025Q1: 121,178 shares; 2025Q2: 124,651 shares; 2025Q3: 138,293 shares; 2025Q4: 171,194 shares; 2026Q1: 145,531 shares 145,531 $42.2M 0.23% -25,663 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,220 shares; 2024Q4: 342,907 shares; 2025Q1: 285,317 shares; 2025Q2: 326,238 shares; 2025Q3: 398,190 shares; 2025Q4: 644,697 shares; 2026Q1: 869,274 shares 869,274 $41.9M 0.23% +224,577 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046,991 shares; 2025Q4: 1,026,504 shares; 2026Q1: 1,027,670 shares 1,027,670 $41.7M 0.23% +1,166 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,010 shares; 2024Q4: 208,354 shares; 2025Q1: 237,563 shares; 2025Q2: 255,777 shares; 2025Q3: 300,195 shares; 2025Q4: 398,336 shares; 2026Q1: 489,537 shares 489,537 $41.4M 0.22% +91,201 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: 125,972 shares; 2024Q4: 150,041 shares; 2025Q1: 163,591 shares; 2025Q2: 117,723 shares; 2025Q3: 119,660 shares; 2025Q4: 52,576 shares; 2026Q1: 150,688 shares 150,688 $40.8M 0.22% +98,112 Timeline TUA 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: 1,384,782 shares; 2024Q4: 1,609,358 shares; 2025Q1: 2,004,010 shares; 2025Q2: 1,930,417 shares; 2025Q3: 1,976,802 shares; 2025Q4: 1,878,550 shares; 2026Q1: 1,917,668 shares 1,917,668 $40.5M 0.22% +39,118 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: 411,898 shares; 2024Q4: 483,357 shares; 2025Q1: 525,802 shares; 2025Q2: 565,198 shares; 2025Q3: 678,450 shares; 2025Q4: 1,029,803 shares; 2026Q1: 1,402,143 shares 1,402,143 $40.3M 0.22% +372,340 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: 67,736 shares; 2024Q4: 71,041 shares; 2025Q1: 76,160 shares; 2025Q2: 82,137 shares; 2025Q3: 86,558 shares; 2025Q4: 65,994 shares; 2026Q1: 47,518 shares 47,518 $40.2M 0.22% -18,476 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: 1,898,991 shares; 2024Q4: 1,954,574 shares; 2025Q1: 1,682,878 shares; 2025Q2: 1,906,544 shares; 2025Q3: 2,006,767 shares; 2025Q4: 1,875,803 shares; 2026Q1: 1,368,885 shares 1,368,885 $39.7M 0.21% -506,918 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,066 shares; 2024Q4: 317,709 shares; 2025Q1: 375,384 shares; 2025Q2: 466,122 shares; 2025Q3: 553,727 shares; 2025Q4: 606,160 shares; 2026Q1: 636,918 shares 636,918 $39.7M 0.21% +30,758 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: 130,682 shares; 2024Q4: 158,605 shares; 2025Q1: 255,621 shares; 2025Q2: 188,845 shares; 2025Q3: 211,892 shares; 2025Q4: 464,076 shares; 2026Q1: 614,490 shares 614,490 $37.6M 0.2% +150,414 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,209 shares; 2024Q4: 402,473 shares; 2025Q1: 341,055 shares; 2025Q2: 323,783 shares; 2025Q3: 336,526 shares; 2025Q4: 389,372 shares; 2026Q1: 732,218 shares 732,218 $37.1M 0.2% +342,846 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: 34,362 shares; 2024Q4: 3,207,993 shares; 2025Q1: 3,320,283 shares; 2025Q2: 3,391,619 shares; 2025Q3: 991,894 shares; 2025Q4: 1,014,747 shares; 2026Q1: 1,013,292 shares 1,013,292 $37M 0.2% -1,455 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,591 shares; 2025Q1: 26,035 shares; 2025Q2: 200,652 shares; 2025Q3: 201,902 shares; 2025Q4: 231,579 shares; 2026Q1: 296,580 shares 296,580 $36.4M 0.2% +65,001 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,383 shares; 2024Q4: 153,327 shares; 2025Q1: 152,298 shares; 2025Q2: 323,325 shares; 2025Q3: 332,299 shares; 2025Q4: 376,382 shares; 2026Q1: 431,555 shares 431,555 $34.8M 0.19% +55,173 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: 96,080 shares; 2024Q4: 31,682 shares; 2025Q1: 28,419 shares; 2025Q2: 369,872 shares; 2025Q3: 372,794 shares; 2025Q4: 363,270 shares; 2026Q1: 475,824 shares 475,824 $34.6M 0.19% +112,554 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 245,037 shares; 2025Q3: 260,092 shares; 2025Q4: 269,341 shares; 2026Q1: 369,052 shares 369,052 $33.3M 0.18% +99,711 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375,310 shares; 2025Q3: 862,073 shares; 2025Q4: 924,917 shares; 2026Q1: 999,677 shares 999,677 $32.9M 0.18% +74,760 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: 416,178 shares; 2024Q4: 433,179 shares; 2025Q1: 497,604 shares; 2025Q2: 475,708 shares; 2025Q3: 500,506 shares; 2025Q4: 522,688 shares; 2026Q1: 629,481 shares 629,481 $32.7M 0.18% +106,793 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: 94,442 shares; 2024Q4: 98,953 shares; 2025Q1: 117,082 shares; 2025Q2: 10,427 shares; 2025Q3: 10,906 shares; 2025Q4: 20,273 shares; 2026Q1: 83,523 shares 83,523 $32.7M 0.18% +63,250 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: 589,438 shares; 2024Q4: 537,919 shares; 2025Q1: 580,520 shares; 2025Q2: 81,169 shares; 2025Q3: 150,195 shares; 2025Q4: 173,939 shares; 2026Q1: 544,892 shares 544,892 $32.4M 0.18% +370,953 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: 282,003 shares; 2024Q4: 303,857 shares; 2025Q1: 347,119 shares; 2025Q2: 375,529 shares; 2025Q3: 406,045 shares; 2025Q4: 423,604 shares; 2026Q1: 522,867 shares 522,867 $32.3M 0.17% +99,263 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,985 shares; 2024Q4: 190,538 shares; 2025Q1: 218,665 shares; 2025Q2: 250,817 shares; 2025Q3: 286,786 shares; 2025Q4: 308,358 shares; 2026Q1: 331,521 shares 331,521 $32.2M 0.17% +23,163 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 reported; 2024Q4: 635 shares; 2025Q1: 2,280 shares; 2025Q2: 145,647 shares; 2025Q3: 391,856 shares; 2025Q4: 403,254 shares; 2026Q1: 455,015 shares 455,015 $32.2M 0.17% +51,761 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: 94,728 shares; 2024Q4: 87,190 shares; 2025Q1: 86,743 shares; 2025Q2: 88,600 shares; 2025Q3: 93,393 shares; 2025Q4: 101,734 shares; 2026Q1: 112,059 shares 112,059 $32.1M 0.17% +10,325 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: 1,335,293 shares; 2024Q4: 7,522 shares; 2025Q1: 6,270 shares; 2025Q2: 7,013 shares; 2025Q3: 838,935 shares; 2025Q4: 826,198 shares; 2026Q1: 817,175 shares 817,175 $31.7M 0.17% -9,023 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,851 shares; 2024Q4: 512,313 shares; 2025Q1: 543,953 shares; 2025Q2: 629,014 shares; 2025Q3: 565,628 shares; 2025Q4: 564,672 shares; 2026Q1: 583,563 shares 583,563 $31.5M 0.17% +18,891 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: 584,352 shares; 2024Q4: 609,506 shares; 2025Q1: 669,959 shares; 2025Q2: 644,568 shares; 2025Q3: 660,879 shares; 2025Q4: 642,015 shares; 2026Q1: 471,368 shares 471,368 $31.1M 0.17% -170,647 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,753 shares; 2024Q4: 67,801 shares; 2025Q1: 67,797 shares; 2025Q2: 69,548 shares; 2025Q3: 70,836 shares; 2025Q4: 72,296 shares; 2026Q1: 72,549 shares 72,549 $30.9M 0.17% +253 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: 176,113 shares; 2024Q4: 201,492 shares; 2025Q1: 216,165 shares; 2025Q2: 233,514 shares; 2025Q3: 248,696 shares; 2025Q4: 265,627 shares; 2026Q1: 277,160 shares 277,160 $30.7M 0.17% +11,533 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,648 shares; 2024Q4: 437,415 shares; 2025Q1: 527,969 shares; 2025Q2: 427,663 shares; 2025Q3: 416,930 shares; 2025Q4: 412,486 shares; 2026Q1: 511,610 shares 511,610 $30.7M 0.17% +99,124 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: 36,849 shares; 2024Q4: 88,574 shares; 2025Q1: 92,868 shares; 2025Q2: 95,876 shares; 2025Q3: 91,595 shares; 2025Q4: 130,140 shares; 2026Q1: 125,877 shares 125,877 $30.2M 0.16% -4,263 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,408 shares; 2025Q2: 721,148 shares; 2025Q3: 771,335 shares; 2025Q4: 799,865 shares; 2026Q1: 831,845 shares 831,845 $30.1M 0.16% +31,980 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: 58,242 shares; 2024Q4: 61,506 shares; 2025Q1: 68,260 shares; 2025Q2: 253,305 shares; 2025Q3: 304,623 shares; 2025Q4: 400,952 shares; 2026Q1: 491,008 shares 491,008 $29.8M 0.16% +90,056 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128,955 shares; 2024Q4: 1,253,372 shares; 2025Q1: 1,240,039 shares; 2025Q2: 1,929,514 shares; 2025Q3: 2,040,028 shares; 2025Q4: 2,000,148 shares; 2026Q1: 2,578,463 shares 2,578,463 $29.8M 0.16% +578,315 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: 639,391 shares; 2024Q4: 557,915 shares; 2025Q1: 506,079 shares; 2025Q2: 451,967 shares; 2025Q3: 482,387 shares; 2025Q4: 588,596 shares; 2026Q1: 643,239 shares 643,239 $29.7M 0.16% +54,643 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219,489 shares; 2024Q4: 1,271,217 shares; 2025Q1: 1,282,238 shares; 2025Q2: 1,593,690 shares; 2025Q3: 1,676,655 shares; 2025Q4: 1,708,552 shares; 2026Q1: 1,897,133 shares 1,897,133 $29.7M 0.16% +188,581 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,371 shares; 2024Q4: 3,410,700 shares; 2025Q1: 3,490,040 shares; 2025Q2: 3,544,936 shares; 2025Q3: 3,174,641 shares; 2025Q4: 887,226 shares; 2026Q1: 886,736 shares 886,736 $29.6M 0.16% -490 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,643 shares; 2025Q1: 2,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,137 shares 155,137 $29.4M 0.16% new 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: 73,290 shares; 2024Q4: 89,669 shares; 2025Q1: 103,426 shares; 2025Q2: 111,497 shares; 2025Q3: 123,369 shares; 2025Q4: 191,571 shares; 2026Q1: 103,540 shares 103,540 $29.4M 0.16% -88,031 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,405 shares; 2024Q4: 1,253,202 shares; 2025Q1: 1,199,553 shares; 2025Q2: 1,286,673 shares; 2025Q3: 1,345,875 shares; 2025Q4: 1,101,713 shares; 2026Q1: 1,431,619 shares 1,431,619 $28.7M 0.16% +329,906 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: 95,943 shares; 2024Q4: 661,268 shares; 2025Q1: 972,082 shares; 2025Q2: 1,198,924 shares; 2025Q3: 890,432 shares; 2025Q4: 977,534 shares; 2026Q1: 938,908 shares 938,908 $28.4M 0.15% -38,626 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: 410,341 shares; 2024Q4: 429,381 shares; 2025Q1: 483,389 shares; 2025Q2: 494,280 shares; 2025Q3: 514,415 shares; 2025Q4: 514,206 shares; 2026Q1: 616,520 shares 616,520 $28.3M 0.15% +102,314 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,427 shares; 2024Q4: 193,607 shares; 2025Q1: 167,186 shares; 2025Q2: 188,622 shares; 2025Q3: 271,188 shares; 2025Q4: 280,786 shares; 2026Q1: 282,158 shares 282,158 $28.3M 0.15% +1,372 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: 72,466 shares; 2024Q4: 79,092 shares; 2025Q1: 82,079 shares; 2025Q2: 85,757 shares; 2025Q3: 97,856 shares; 2025Q4: 103,606 shares; 2026Q1: 143,858 shares 143,858 $28.2M 0.15% +40,252 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,143 shares; 2024Q4: 689,643 shares; 2025Q1: 697,009 shares; 2025Q2: 720,401 shares; 2025Q3: 739,167 shares; 2025Q4: 677,873 shares; 2026Q1: 679,515 shares 679,515 $27.9M 0.15% +1,642 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 15,636 shares; 2025Q1: 9,665 shares; 2025Q2: 163,944 shares; 2025Q3: 168,635 shares; 2025Q4: 170,099 shares; 2026Q1: 217,555 shares 217,555 $27.7M 0.15% +47,456 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,581 shares; 2024Q4: 360,124 shares; 2025Q1: 397,554 shares; 2025Q2: 465,775 shares; 2025Q3: 444,646 shares; 2025Q4: 427,364 shares; 2026Q1: 440,572 shares 440,572 $27.5M 0.15% +13,208 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649,482 shares; 2024Q4: 837,761 shares; 2025Q1: 803,080 shares; 2025Q2: 819,976 shares; 2025Q3: 845,047 shares; 2025Q4: 844,094 shares; 2026Q1: 1,051,239 shares 1,051,239 $27.5M 0.15% +207,145 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,512 shares; 2024Q4: 604,441 shares; 2025Q1: 659,989 shares; 2025Q2: 756,608 shares; 2025Q3: 737,127 shares; 2025Q4: 705,096 shares; 2026Q1: 744,849 shares 744,849 $27.4M 0.15% +39,753 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,433 shares; 2024Q4: 607,071 shares; 2025Q1: 648,925 shares; 2025Q2: 740,189 shares; 2025Q3: 707,996 shares; 2025Q4: 674,139 shares; 2026Q1: 694,340 shares 694,340 $27.1M 0.15% +20,201 Timeline CDX 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: 479,654 shares; 2024Q4: 510,060 shares; 2025Q1: 559,274 shares; 2025Q2: 862,680 shares; 2025Q3: 1,042,223 shares; 2025Q4: 1,216,909 shares; 2026Q1: 1,264,387 shares 1,264,387 $27M 0.15% +47,478 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,807 shares; 2026Q1: 127,935 shares 127,935 $26.7M 0.14% +128 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,604 shares; 2024Q4: 198,813 shares; 2025Q1: 225,003 shares; 2025Q2: 270,035 shares; 2025Q3: 290,181 shares; 2025Q4: 315,475 shares; 2026Q1: 351,980 shares 351,980 $26.5M 0.14% +36,505 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,015 shares; 2024Q4: 20,475 shares; 2025Q1: 59,895 shares; 2025Q2: 288,828 shares; 2025Q3: 309,016 shares; 2025Q4: 314,823 shares; 2026Q1: 380,321 shares 380,321 $26.3M 0.14% +65,498 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: 7,534 shares; 2024Q4: 8,799 shares; 2025Q1: 11,485 shares; 2025Q2: 14,568 shares; 2025Q3: 16,635 shares; 2025Q4: 49,047 shares; 2026Q1: 52,495 shares 52,495 $26M 0.14% +3,448 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: 151,639 shares; 2024Q4: 156,425 shares; 2025Q1: 164,245 shares; 2025Q2: 213,795 shares; 2025Q3: 228,696 shares; 2025Q4: 241,819 shares; 2026Q1: 263,327 shares 263,327 $25.7M 0.14% +21,508 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: 16,918 shares; 2024Q4: 17,743 shares; 2025Q1: 17,348 shares; 2025Q2: 19,414 shares; 2025Q3: 22,236 shares; 2025Q4: 244,041 shares; 2026Q1: 215,532 shares 215,532 $25.6M 0.14% -28,509 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,870 shares; 2024Q4: 180,597 shares; 2025Q1: 226,523 shares; 2025Q2: 482,570 shares; 2025Q3: 526,496 shares; 2025Q4: 472,954 shares; 2026Q1: 348,792 shares 348,792 $25.5M 0.14% -124,162 Timeline CMBS 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: 307,502 shares; 2024Q4: 350,714 shares; 2025Q1: 374,007 shares; 2025Q2: 397,979 shares; 2025Q3: 431,523 shares; 2025Q4: 490,546 shares; 2026Q1: 523,579 shares 523,579 $25.5M 0.14% +33,033 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: 90,415 shares; 2024Q4: 76,934 shares; 2025Q1: 75,864 shares; 2025Q2: 73,587 shares; 2025Q3: 70,859 shares; 2025Q4: 71,673 shares; 2026Q1: 58,726 shares 58,726 $25.3M 0.14% -12,947 Timeline XSVN 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: 13,853 shares; 2024Q4: 93,371 shares; 2025Q1: 120,890 shares; 2025Q2: 144,609 shares; 2025Q3: 254,534 shares; 2025Q4: 376,766 shares; 2026Q1: 515,315 shares 515,315 $24.6M 0.13% +138,549 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,924 shares; 2024Q4: 602,906 shares; 2025Q1: 597,259 shares; 2025Q2: 912,858 shares; 2025Q3: 956,855 shares; 2025Q4: 422,320 shares; 2026Q1: 501,219 shares 501,219 $24.6M 0.13% +78,899 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 657,431 shares; 2026Q1: 665,679 shares 665,679 $24.5M 0.13% +8,248 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,165 shares; 2025Q1: 2,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,890 shares; 2026Q1: 258,972 shares 258,972 $24.2M 0.13% +1,082 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,021 shares; 2024Q4: 313,770 shares; 2025Q1: 304,673 shares; 2025Q2: 305,267 shares; 2025Q3: 302,410 shares; 2025Q4: 298,473 shares; 2026Q1: 286,655 shares 286,655 $24M 0.13% -11,818 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: 266,467 shares; 2024Q4: 244,086 shares; 2025Q1: 412,409 shares; 2025Q2: 331,022 shares; 2025Q3: 277,389 shares; 2025Q4: 285,436 shares; 2026Q1: 453,296 shares 453,296 $23.8M 0.13% +167,860 Timeline BUCK 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: 271,797 shares; 2024Q4: 835,096 shares; 2025Q1: 989,072 shares; 2025Q2: 1,126,495 shares; 2025Q3: 1,033,643 shares; 2025Q4: 1,164,244 shares; 2026Q1: 1,005,237 shares 1,005,237 $23.6M 0.13% -159,007 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: 131,392 shares; 2024Q4: 140,194 shares; 2025Q1: 163,998 shares; 2025Q2: 163,800 shares; 2025Q3: 171,770 shares; 2025Q4: 178,008 shares; 2026Q1: 203,445 shares 203,445 $23.6M 0.13% +25,437 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,846 shares; 2024Q4: 260,745 shares; 2025Q1: 320,286 shares; 2025Q2: 346,806 shares; 2025Q3: 374,409 shares; 2025Q4: 380,997 shares; 2026Q1: 463,287 shares 463,287 $23.5M 0.13% +82,290 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: 39,267 shares; 2024Q4: 43,974 shares; 2025Q1: 34,237 shares; 2025Q2: 242,221 shares; 2025Q3: 257,204 shares; 2025Q4: 244,139 shares; 2026Q1: 323,757 shares 323,757 $23.3M 0.13% +79,618 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: 51,160 shares; 2024Q4: 127,842 shares; 2025Q1: 176,117 shares; 2025Q2: 169,492 shares; 2025Q3: 241,337 shares; 2025Q4: 330,650 shares; 2026Q1: 249,390 shares 249,390 $23.1M 0.12% -81,260 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,054 shares; 2024Q4: 154,077 shares; 2025Q1: 169,771 shares; 2025Q2: 154,177 shares; 2025Q3: 174,530 shares; 2025Q4: 186,548 shares; 2026Q1: 192,693 shares 192,693 $22.9M 0.12% +6,145 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: 728,115 shares; 2024Q4: 1,524,233 shares; 2025Q1: 1,239,977 shares; 2025Q2: 2,010,894 shares; 2025Q3: 1,698,990 shares; 2025Q4: 1,466,424 shares; 2026Q1: 922,916 shares 922,916 $22.8M 0.12% -543,508 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527,546 shares; 2024Q4: 1,732,294 shares; 2025Q1: 1,743,156 shares; 2025Q2: 2,618,207 shares; 2025Q3: 3,708,945 shares; 2025Q4: 3,143,229 shares; 2026Q1: 936,998 shares 936,998 $22.6M 0.12% -2,206,231 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,066 shares; 2024Q4: 481,949 shares; 2025Q1: 507,976 shares; 2025Q2: 620,998 shares; 2025Q3: 526,816 shares; 2025Q4: 518,501 shares; 2026Q1: 533,410 shares 533,410 $22.5M 0.12% +14,909 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,843 shares; 2024Q4: 215,595 shares; 2025Q1: 242,819 shares; 2025Q2: 230,684 shares; 2025Q3: 244,165 shares; 2025Q4: 252,774 shares; 2026Q1: 290,135 shares 290,135 $22.5M 0.12% +37,361 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: 80,854 shares; 2024Q4: 95,322 shares; 2025Q1: 106,628 shares; 2025Q2: 116,909 shares; 2025Q3: 125,503 shares; 2025Q4: 133,896 shares; 2026Q1: 137,977 shares 137,977 $22.3M 0.12% +4,081 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,003 shares; 2024Q4: 252,167 shares; 2025Q1: 254,963 shares; 2025Q2: 266,494 shares; 2025Q3: 278,458 shares; 2025Q4: 170,024 shares; 2026Q1: 141,211 shares 141,211 $22.2M 0.12% -28,813 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: 318,261 shares; 2024Q4: 326,108 shares; 2025Q1: 367,140 shares; 2025Q2: 332,374 shares; 2025Q3: 348,001 shares; 2025Q4: 352,953 shares; 2026Q1: 474,246 shares 474,246 $22M 0.12% +121,293 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: 199,470 shares; 2024Q4: 189,651 shares; 2025Q1: 197,494 shares; 2025Q2: 208,285 shares; 2025Q3: 242,439 shares; 2025Q4: 132,468 shares; 2026Q1: 140,449 shares 140,449 $21.8M 0.12% +7,981 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: 1,282,682 shares; 2024Q4: 1,282,658 shares; 2025Q1: 1,309,915 shares; 2025Q2: 746,181 shares; 2025Q3: 1,144,256 shares; 2025Q4: 1,197,104 shares; 2026Q1: 815,956 shares 815,956 $21.5M 0.12% -381,148 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,319 shares; 2024Q4: 255,786 shares; 2025Q1: 228,291 shares; 2025Q2: 23,525 shares; 2025Q3: 25,249 shares; 2025Q4: 190,331 shares; 2026Q1: 190,622 shares 190,622 $21.4M 0.12% +291 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,211 shares; 2024Q4: 295,931 shares; 2025Q1: 322,664 shares; 2025Q2: 315,420 shares; 2025Q3: 340,054 shares; 2025Q4: 399,536 shares; 2026Q1: 427,308 shares 427,308 $21.4M 0.12% +27,772 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970,604 shares 970,604 $21.3M 0.12% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,823 shares; 2025Q1: 162,630 shares; 2025Q2: 189,939 shares; 2025Q3: 216,626 shares; 2025Q4: 319,803 shares; 2026Q1: 410,581 shares 410,581 $21.2M 0.11% +90,778 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,660 shares; 2024Q4: 9,905 shares; 2025Q1: 3,218 shares; 2025Q2: 25,884 shares; 2025Q3: 31,637 shares; 2025Q4: 6,760 shares; 2026Q1: 204,023 shares 204,023 $21.1M 0.11% +197,263 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: 64,784 shares; 2024Q4: 57,338 shares; 2025Q1: 51,632 shares; 2025Q2: 155,761 shares; 2025Q3: 165,728 shares; 2025Q4: 189,733 shares; 2026Q1: 226,468 shares 226,468 $21M 0.11% +36,735 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: 55,173 shares; 2024Q4: 9,859 shares; 2025Q1: 11,768 shares; 2025Q2: 9,990 shares; 2025Q3: 12,680 shares; 2025Q4: 13,162 shares; 2026Q1: 420,154 shares 420,154 $21M 0.11% +406,992 Timeline FGD 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: 888,655 shares; 2024Q4: 915,772 shares; 2025Q1: 921,844 shares; 2025Q2: 858,509 shares; 2025Q3: 870,473 shares; 2025Q4: 885,410 shares; 2026Q1: 642,963 shares 642,963 $20.5M 0.11% -242,447 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,033 shares; 2024Q4: 123,573 shares; 2025Q1: 137,256 shares; 2025Q2: 156,900 shares; 2025Q3: 170,695 shares; 2025Q4: 178,641 shares; 2026Q1: 227,548 shares 227,548 $20.5M 0.11% +48,907 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: 373,875 shares; 2024Q4: 391,483 shares; 2025Q1: 482,210 shares; 2025Q2: 435,804 shares; 2025Q3: 457,614 shares; 2025Q4: 468,733 shares; 2026Q1: 536,010 shares 536,010 $20.5M 0.11% +67,277 Timeline XFIV 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 reported; 2024Q4: 103,978 shares; 2025Q1: 162,539 shares; 2025Q2: 207,435 shares; 2025Q3: 311,041 shares; 2025Q4: 340,685 shares; 2026Q1: 416,393 shares 416,393 $20.5M 0.11% +75,708 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,108 shares; 2024Q4: 37,779 shares; 2025Q1: 35,933 shares; 2025Q2: 35,119 shares; 2025Q3: 45,105 shares; 2025Q4: 54,731 shares; 2026Q1: 63,114 shares 63,114 $20.2M 0.11% +8,383 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,040 shares; 2024Q4: 182,257 shares; 2025Q1: 195,457 shares; 2025Q2: 175,236 shares; 2025Q3: 190,260 shares; 2025Q4: 201,150 shares; 2026Q1: 223,518 shares 223,518 $20.2M 0.11% +22,368 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,141 shares; 2026Q1: 446,086 shares 446,086 $20.1M 0.11% +437,945 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: 193,887 shares; 2024Q4: 205,331 shares; 2025Q1: 202,957 shares; 2025Q2: 217,708 shares; 2025Q3: 296,412 shares; 2025Q4: 381,694 shares; 2026Q1: 386,943 shares 386,943 $20.1M 0.11% +5,249 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,542 shares; 2024Q4: 102,221 shares; 2025Q1: 118,274 shares; 2025Q2: 112,863 shares; 2025Q3: 118,521 shares; 2025Q4: 123,173 shares; 2026Q1: 136,049 shares 136,049 $19.9M 0.11% +12,876 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,219 shares; 2025Q1: 179,472 shares; 2025Q2: 494,367 shares; 2025Q3: 540,794 shares; 2025Q4: 688,541 shares; 2026Q1: 594,174 shares 594,174 $19.9M 0.11% -94,367 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,489 shares; 2024Q4: 270,637 shares; 2025Q1: 332,894 shares; 2025Q2: 340,427 shares; 2025Q3: 356,485 shares; 2025Q4: 366,758 shares; 2026Q1: 414,072 shares 414,072 $19.9M 0.11% +47,314 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: 6,311 shares; 2024Q4: 12,230 shares; 2025Q1: 7,630 shares; 2025Q2: 13,489 shares; 2025Q3: 13,548 shares; 2025Q4: 152,839 shares; 2026Q1: 157,042 shares 157,042 $19.8M 0.11% +4,203 Timeline WDIV 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: 333,282 shares; 2024Q4: 338,727 shares; 2025Q1: 332,401 shares; 2025Q2: 322,902 shares; 2025Q3: 336,822 shares; 2025Q4: 344,755 shares; 2026Q1: 254,825 shares 254,825 $19.7M 0.11% -89,930 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475,458 shares 475,458 $19.5M 0.11% new Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 435 shares; 2026Q1: 479,003 shares 479,003 $19.5M 0.11% +478,568 Timeline XLB 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: 65,249 shares; 2024Q4: 108,147 shares; 2025Q1: 99,748 shares; 2025Q2: 108,405 shares; 2025Q3: 116,753 shares; 2025Q4: 253,261 shares; 2026Q1: 385,935 shares 385,935 $19.3M 0.1% +132,674 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,496 shares; 2024Q4: 158,655 shares; 2025Q1: 182,702 shares; 2025Q2: 189,900 shares; 2025Q3: 230,631 shares; 2025Q4: 334,707 shares; 2026Q1: 151,735 shares 151,735 $19.1M 0.1% -182,972 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792 shares; 2025Q1: 2,929 shares; 2025Q2: 139,599 shares; 2025Q3: 152,331 shares; 2025Q4: 159,584 shares; 2026Q1: 189,265 shares 189,265 $19.1M 0.1% +29,681 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,083 shares; 2024Q4: 223,194 shares; 2025Q1: 243,435 shares; 2025Q2: 271,347 shares; 2025Q3: 307,922 shares; 2025Q4: 335,474 shares; 2026Q1: 358,439 shares 358,439 $18.8M 0.1% +22,965 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: not reported; 2025Q2: 6,919 shares; 2025Q3: 28,936 shares; 2025Q4: 807,341 shares; 2026Q1: 845,148 shares 845,148 $18.8M 0.1% +37,807 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451,982 shares; 2026Q1: 448,051 shares 448,051 $18.2M 0.1% -3,931 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: 24,788 shares; 2024Q4: 25,173 shares; 2025Q1: 18,801 shares; 2025Q2: 19,876 shares; 2025Q3: 23,035 shares; 2025Q4: 24,514 shares; 2026Q1: 25,550 shares 25,550 $18.1M 0.1% +1,036 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: 127,352 shares; 2024Q4: 143,208 shares; 2025Q1: 158,885 shares; 2025Q2: 178,671 shares; 2025Q3: 205,153 shares; 2025Q4: 238,238 shares; 2026Q1: 249,767 shares 249,767 $18.1M 0.1% +11,529 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: 336,047 shares; 2024Q4: 353,862 shares; 2025Q1: 348,423 shares; 2025Q2: 356,712 shares; 2025Q3: 397,667 shares; 2025Q4: 449,804 shares; 2026Q1: 169,836 shares 169,836 $18M 0.1% -279,968 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,584 shares; 2024Q4: 19,698 shares; 2025Q1: 18,808 shares; 2025Q2: 24,336 shares; 2025Q3: 26,175 shares; 2025Q4: 193,473 shares; 2026Q1: 224,535 shares 224,535 $17.8M 0.1% +31,062 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 714 shares; 2025Q1: 14,412 shares; 2025Q2: 15,740 shares; 2025Q3: 15,805 shares; 2025Q4: 17,300 shares; 2026Q1: 101,287 shares 101,287 $17.8M 0.1% +83,987 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: 5,079 shares; 2024Q4: 9,867 shares; 2025Q1: 6,284 shares; 2025Q2: 5,625 shares; 2025Q3: 6,542 shares; 2025Q4: 168,665 shares; 2026Q1: 182,573 shares 182,573 $17.7M 0.1% +13,908 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 30,086 shares; 2025Q1: 31,742 shares; 2025Q2: 143,457 shares; 2025Q3: 153,578 shares; 2025Q4: 163,399 shares; 2026Q1: 166,117 shares 166,117 $17.6M 0.09% +2,718 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 104,873 shares; 2026Q1: 425,730 shares 425,730 $17.5M 0.09% +320,857 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: 3,187 shares; 2024Q4: 3,007 shares; 2025Q1: 3,513 shares; 2025Q2: 3,959 shares; 2025Q3: 6,262 shares; 2025Q4: 100,672 shares; 2026Q1: 100,460 shares 100,460 $17.4M 0.09% -212 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: 500,149 shares; 2024Q4: 561,371 shares; 2025Q1: 424,574 shares; 2025Q2: 239,590 shares; 2025Q3: 254,988 shares; 2025Q4: 152,507 shares; 2026Q1: 144,082 shares 144,082 $17.3M 0.09% -8,425 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: 229,295 shares; 2024Q4: 214,764 shares; 2025Q1: 182,877 shares; 2025Q2: 165,383 shares; 2025Q3: 178,413 shares; 2025Q4: 243,732 shares; 2026Q1: 304,732 shares 304,732 $17.3M 0.09% +61,000 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,169 shares; 2024Q4: 400,423 shares; 2025Q1: 279,643 shares; 2025Q2: 306,164 shares; 2025Q3: 332,310 shares; 2025Q4: 374,851 shares; 2026Q1: 482,141 shares 482,141 $17.2M 0.09% +107,290 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: 46,156 shares; 2024Q4: 38,364 shares; 2025Q1: 9,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982,521 shares 982,521 $17M 0.09% new Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433,538 shares; 2025Q4: 434,727 shares; 2026Q1: 436,021 shares 436,021 $16.9M 0.09% +1,294 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,731 shares; 2024Q4: 174,232 shares; 2025Q1: 189,297 shares; 2025Q2: 116,029 shares; 2025Q3: 113,032 shares; 2025Q4: 155,932 shares; 2026Q1: 128,358 shares 128,358 $16.8M 0.09% -27,574 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,010 shares; 2024Q4: 217,848 shares; 2025Q1: 277,484 shares; 2025Q2: 162,817 shares; 2025Q3: 171,860 shares; 2025Q4: 180,783 shares; 2026Q1: 206,782 shares 206,782 $16.7M 0.09% +25,999 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,518 shares; 2025Q3: 193,525 shares; 2025Q4: 203,339 shares; 2026Q1: 311,880 shares 311,880 $16.7M 0.09% +108,541 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,471 shares; 2024Q4: 128,345 shares; 2025Q1: 150,875 shares; 2025Q2: 171,242 shares; 2025Q3: 186,525 shares; 2025Q4: 195,120 shares; 2026Q1: 253,078 shares 253,078 $16.2M 0.09% +57,958 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: 655 shares; 2025Q3: not reported; 2025Q4: 554,950 shares; 2026Q1: 556,747 shares 556,747 $16.1M 0.09% +1,797 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: 200,613 shares; 2024Q4: 191,176 shares; 2025Q1: 179,702 shares; 2025Q2: 190,551 shares; 2025Q3: 208,552 shares; 2025Q4: 230,609 shares; 2026Q1: 244,977 shares 244,977 $15.7M 0.08% +14,368 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,452 shares; 2025Q1: 3,620 shares; 2025Q2: 4,328 shares; 2025Q3: 4,947 shares; 2025Q4: 68,533 shares; 2026Q1: 71,254 shares 71,254 $15.6M 0.08% +2,721 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: 453,439 shares; 2024Q4: 656,375 shares; 2025Q1: 490,579 shares; 2025Q2: 636,744 shares; 2025Q3: 656,816 shares; 2025Q4: 277,727 shares; 2026Q1: 349,326 shares 349,326 $15.4M 0.08% +71,599 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,678 shares; 2024Q4: 201,776 shares; 2025Q1: 179,651 shares; 2025Q2: 165,701 shares; 2025Q3: 89,243 shares; 2025Q4: 95,214 shares; 2026Q1: 119,429 shares 119,429 $15.3M 0.08% +24,215 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,372 shares; 2024Q4: 124,443 shares; 2025Q1: 283,009 shares; 2025Q2: 228,300 shares; 2025Q3: 192,044 shares; 2025Q4: 185,722 shares; 2026Q1: 305,294 shares 305,294 $15.2M 0.08% +119,572 Timeline FOXY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,813 shares; 2026Q1: 512,020 shares 512,020 $15M 0.08% +105,207 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,246 shares; 2024Q4: 9,121 shares; 2025Q1: 7,347 shares; 2025Q2: 7,921 shares; 2025Q3: 10,479 shares; 2025Q4: 9,516 shares; 2026Q1: 98,714 shares 98,714 $14.9M 0.08% +89,198 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,510 shares; 2024Q4: 439,578 shares; 2025Q1: 468,573 shares; 2025Q2: 633,489 shares; 2025Q3: 720,093 shares; 2025Q4: 822,439 shares; 2026Q1: 950,471 shares 950,471 $14.9M 0.08% +128,032 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: 108,616 shares; 2024Q4: 109,522 shares; 2025Q1: 111,515 shares; 2025Q2: 192,344 shares; 2025Q3: 222,954 shares; 2025Q4: 250,547 shares; 2026Q1: 290,301 shares 290,301 $14.5M 0.08% +39,754 Timeline SBAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384,719 shares; 2025Q4: 435,647 shares; 2026Q1: 591,003 shares 591,003 $14.5M 0.08% +155,356 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,300 shares; 2025Q1: 1,320 shares; 2025Q2: 1,908 shares; 2025Q3: 2,020 shares; 2025Q4: 32,286 shares; 2026Q1: 32,855 shares 32,855 $14.3M 0.08% +569 Timeline AGGH 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 reported; 2024Q4: 18,284 shares; 2025Q1: 61,808 shares; 2025Q2: 200,029 shares; 2025Q3: 488,644 shares; 2025Q4: 767,382 shares; 2026Q1: 703,684 shares 703,684 $14.3M 0.08% -63,698 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,699 shares; 2025Q1: 147,460 shares; 2025Q2: 188,762 shares; 2025Q3: 215,524 shares; 2025Q4: 231,742 shares; 2026Q1: 274,373 shares 274,373 $14.2M 0.08% +42,631 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: 85,846 shares; 2024Q4: 87,067 shares; 2025Q1: 89,035 shares; 2025Q2: 75,359 shares; 2025Q3: 86,896 shares; 2025Q4: 88,102 shares; 2026Q1: 155,169 shares 155,169 $14.2M 0.08% +67,067 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: 8,025 shares; 2024Q4: 12,792 shares; 2025Q1: 16,684 shares; 2025Q2: 16,197 shares; 2025Q3: 18,424 shares; 2025Q4: 19,049 shares; 2026Q1: 16,219 shares 16,219 $14.2M 0.08% -2,830 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,802 shares; 2025Q1: 23,230 shares; 2025Q2: 6,882 shares; 2025Q3: 4,577 shares; 2025Q4: 5,054 shares; 2026Q1: 581,081 shares 581,081 $14.1M 0.08% +576,027 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,015 shares; 2024Q4: 35,613 shares; 2025Q1: 36,952 shares; 2025Q2: 24,525 shares; 2025Q3: 37,701 shares; 2025Q4: 73,568 shares; 2026Q1: 577,520 shares 577,520 $14.1M 0.08% +503,952 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,201 shares 255,201 $14M 0.08% new Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039,225 shares; 2025Q1: 725,417 shares; 2025Q2: 602,068 shares; 2025Q3: 522,788 shares; 2025Q4: 448,184 shares; 2026Q1: 446,248 shares 446,248 $13.9M 0.07% -1,936 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: 393,808 shares; 2024Q4: 407,583 shares; 2025Q1: 406,082 shares; 2025Q2: 220,298 shares; 2025Q3: 235,078 shares; 2025Q4: 248,005 shares; 2026Q1: 247,712 shares 247,712 $13.7M 0.07% -293 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: 24,992 shares; 2024Q4: 30,528 shares; 2025Q1: 33,514 shares; 2025Q2: 34,758 shares; 2025Q3: 43,932 shares; 2025Q4: 40,376 shares; 2026Q1: 42,879 shares 42,879 $13.6M 0.07% +2,503 Timeline XLRE 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: 107,433 shares; 2024Q4: 149,471 shares; 2025Q1: 173,410 shares; 2025Q2: 235,455 shares; 2025Q3: 256,265 shares; 2025Q4: 282,566 shares; 2026Q1: 330,635 shares 330,635 $13.5M 0.07% +48,069 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 2,492 shares; 2025Q4: 2,424 shares; 2026Q1: 288,935 shares 288,935 $13.4M 0.07% +286,511 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: 35,063 shares; 2024Q4: 44,821 shares; 2025Q1: 52,685 shares; 2025Q2: 58,260 shares; 2025Q3: 69,468 shares; 2025Q4: 59,070 shares; 2026Q1: 68,708 shares 68,708 $13.3M 0.07% +9,638 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,109 shares; 2024Q4: 309,664 shares; 2025Q1: 315,212 shares; 2025Q2: 327,294 shares; 2025Q3: 345,271 shares; 2025Q4: 355,757 shares; 2026Q1: 399,729 shares 399,729 $13.3M 0.07% +43,972 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,010 shares; 2025Q3: 183,603 shares; 2025Q4: 194,899 shares; 2026Q1: 192,533 shares 192,533 $13.3M 0.07% -2,366 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,145 shares; 2024Q4: 348,611 shares; 2025Q1: 410,488 shares; 2025Q2: 556,504 shares; 2025Q3: 573,073 shares; 2025Q4: 610,012 shares; 2026Q1: 677,654 shares 677,654 $13M 0.07% +67,642 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,655 shares; 2024Q4: 66,262 shares; 2025Q1: 18,586 shares; 2025Q2: 19,866 shares; 2025Q3: 14,268 shares; 2025Q4: 177,883 shares; 2026Q1: 206,603 shares 206,603 $13M 0.07% +28,720 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,700 shares; 2025Q1: 107,680 shares; 2025Q2: 125,120 shares; 2025Q3: 145,445 shares; 2025Q4: 211,455 shares; 2026Q1: 271,891 shares 271,891 $12.7M 0.07% +60,436 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,367 shares; 2024Q4: 66,948 shares; 2025Q1: 75,483 shares; 2025Q2: 70,575 shares; 2025Q3: 85,450 shares; 2025Q4: 117,214 shares; 2026Q1: 193,124 shares 193,124 $12.5M 0.07% +75,910 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: 1,123,205 shares; 2024Q4: 1,165,588 shares; 2025Q1: 1,022,915 shares; 2025Q2: 826,487 shares; 2025Q3: 869,346 shares; 2025Q4: 924,555 shares; 2026Q1: 211,245 shares 211,245 $12.4M 0.07% -713,310 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,534 shares; 2024Q4: 642,598 shares; 2025Q1: 519,202 shares; 2025Q2: 191,016 shares; 2025Q3: 212,643 shares; 2025Q4: 233,751 shares; 2026Q1: 264,998 shares 264,998 $12.4M 0.07% +31,247 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 10,835 shares; 2025Q1: 12,940 shares; 2025Q2: 36,383 shares; 2025Q3: 41,778 shares; 2025Q4: 403,133 shares; 2026Q1: 430,834 shares 430,834 $12.3M 0.07% +27,701 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: 36,116 shares; 2024Q4: 16,711 shares; 2025Q1: 18,420 shares; 2025Q2: 49,509 shares; 2025Q3: 46,439 shares; 2025Q4: 22,729 shares; 2026Q1: 31,848 shares 31,848 $12.2M 0.07% +9,119 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,122 shares; 2025Q2: 217,667 shares; 2025Q3: 276,653 shares; 2025Q4: 377,669 shares; 2026Q1: 446,281 shares 446,281 $12.1M 0.07% +68,612 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,257 shares; 2024Q4: 266,915 shares; 2025Q1: 316,900 shares; 2025Q2: 449,599 shares; 2025Q3: 524,172 shares; 2025Q4: 570,027 shares; 2026Q1: 253,352 shares 253,352 $11.8M 0.06% -316,675 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,298 shares; 2025Q1: 32,435 shares; 2025Q2: 62,100 shares; 2025Q3: 90,074 shares; 2025Q4: 140,086 shares; 2026Q1: 150,599 shares 150,599 $11.7M 0.06% +10,513 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 669 shares; 2025Q2: 723 shares; 2025Q3: 2,584 shares; 2025Q4: 2,814 shares; 2026Q1: 209,001 shares 209,001 $11.6M 0.06% +206,187 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: 37,856 shares; 2024Q4: 39,969 shares; 2025Q1: 42,516 shares; 2025Q2: 35,702 shares; 2025Q3: 34,986 shares; 2025Q4: 33,418 shares; 2026Q1: 141,091 shares 141,091 $11.6M 0.06% +107,673 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: 10,987 shares; 2024Q4: 36,982 shares; 2025Q1: 43,049 shares; 2025Q2: 52,252 shares; 2025Q3: 54,061 shares; 2025Q4: 71,241 shares; 2026Q1: 102,886 shares 102,886 $11.5M 0.06% +31,645 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,224 shares; 2024Q4: 33,707 shares; 2025Q1: 33,493 shares; 2025Q2: 34,015 shares; 2025Q3: 38,210 shares; 2025Q4: 45,828 shares; 2026Q1: 149,510 shares 149,510 $11.5M 0.06% +103,682 Timeline XTEN 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 reported; 2024Q4: not reported; 2025Q1: 117,571 shares; 2025Q2: 265,723 shares; 2025Q3: 253,785 shares; 2025Q4: 235,004 shares; 2026Q1: 251,297 shares 251,297 $11.5M 0.06% +16,293 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: 78,936 shares; 2024Q4: 300,322 shares; 2025Q1: 246,963 shares; 2025Q2: 335,988 shares; 2025Q3: 361,031 shares; 2025Q4: 351,473 shares; 2026Q1: 394,425 shares 394,425 $11.5M 0.06% +42,952 Timeline FENY 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: 103,345 shares; 2024Q4: 3,457 shares; 2025Q1: 96,215 shares; 2025Q2: 107,820 shares; 2025Q3: 119,553 shares; 2025Q4: 136,184 shares; 2026Q1: 333,033 shares 333,033 $11.3M 0.06% +196,849 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: 119,466 shares; 2024Q4: 114,663 shares; 2025Q1: 99,764 shares; 2025Q2: 123,924 shares; 2025Q3: 116,742 shares; 2025Q4: 146,498 shares; 2026Q1: 148,451 shares 148,451 $11.3M 0.06% +1,953 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: 81,525 shares; 2024Q4: 86,969 shares; 2025Q1: 82,847 shares; 2025Q2: 163,319 shares; 2025Q3: 215,263 shares; 2025Q4: 239,678 shares; 2026Q1: 234,843 shares 234,843 $11.3M 0.06% -4,835 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: 128,998 shares; 2024Q4: 198,157 shares; 2025Q1: 196,450 shares; 2025Q2: 187,851 shares; 2025Q3: 235,097 shares; 2025Q4: 292,058 shares; 2026Q1: 331,898 shares 331,898 $11.2M 0.06% +39,840 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: 144,351 shares; 2024Q4: 165,334 shares; 2025Q1: 219,746 shares; 2025Q2: 150,419 shares; 2025Q3: 203,149 shares; 2025Q4: 232,180 shares; 2026Q1: 244,583 shares 244,583 $11.2M 0.06% +12,403 Timeline DDLS 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: 109,081 shares; 2024Q4: 110,765 shares; 2025Q1: 90,750 shares; 2025Q2: 104,556 shares; 2025Q3: 121,823 shares; 2025Q4: 191,820 shares; 2026Q1: 252,313 shares 252,313 $11M 0.06% +60,493 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: 135,015 shares; 2024Q4: 149,389 shares; 2025Q1: 168,499 shares; 2025Q2: 233,750 shares; 2025Q3: 224,136 shares; 2025Q4: 402,910 shares; 2026Q1: 772,951 shares 772,951 $10.8M 0.06% +370,041 Timeline SVOL 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: 220,468 shares; 2024Q4: 850,011 shares; 2025Q1: 1,384,816 shares; 2025Q2: 1,771,470 shares; 2025Q3: 965,243 shares; 2025Q4: 764,407 shares; 2026Q1: 699,923 shares 699,923 $10.7M 0.06% -64,484 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: 1,206 shares; 2024Q4: 1,662 shares; 2025Q1: 2,192 shares; 2025Q2: 2,538 shares; 2025Q3: 3,224 shares; 2025Q4: 5,944 shares; 2026Q1: 7,266 shares 7,266 $10.7M 0.06% +1,322 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,445 shares; 2024Q4: 173,506 shares; 2025Q1: 109,044 shares; 2025Q2: 150,003 shares; 2025Q3: 160,531 shares; 2025Q4: 197,106 shares; 2026Q1: 109,823 shares 109,823 $10.6M 0.06% -87,283 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: 34,944 shares; 2024Q4: 37,067 shares; 2025Q1: 38,320 shares; 2025Q2: 40,752 shares; 2025Q3: 43,809 shares; 2025Q4: 45,950 shares; 2026Q1: 47,035 shares 47,035 $10.2M 0.06% +1,085 Timeline HSCZ 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: 108,171 shares; 2024Q4: 110,055 shares; 2025Q1: 87,961 shares; 2025Q2: 101,097 shares; 2025Q3: 119,147 shares; 2025Q4: 193,841 shares; 2026Q1: 255,584 shares 255,584 $10.1M 0.05% +61,743 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,932 shares; 2024Q4: 17,934 shares; 2025Q1: 19,595 shares; 2025Q2: 22,773 shares; 2025Q3: 22,887 shares; 2025Q4: 167,561 shares; 2026Q1: 172,307 shares 172,307 $10.1M 0.05% +4,746 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: 165,116 shares; 2024Q4: 182,933 shares; 2025Q1: 191,595 shares; 2025Q2: 208,944 shares; 2025Q3: 199,533 shares; 2025Q4: 185,696 shares; 2026Q1: 189,215 shares 189,215 $9.99M 0.05% +3,519 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: 6,034 shares; 2024Q4: 7,102 shares; 2025Q1: 22,456 shares; 2025Q2: 23,944 shares; 2025Q3: 24,447 shares; 2025Q4: 32,883 shares; 2026Q1: 35,585 shares 35,585 $9.94M 0.05% +2,702 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,376 shares; 2024Q4: 244,593 shares; 2025Q1: 267,368 shares; 2025Q2: 301,362 shares; 2025Q3: 288,101 shares; 2025Q4: 271,346 shares; 2026Q1: 275,241 shares 275,241 $9.85M 0.05% +3,895 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: 8,779 shares; 2024Q4: 9,175 shares; 2025Q1: 9,980 shares; 2025Q2: 9,696 shares; 2025Q3: 9,783 shares; 2025Q4: 12,785 shares; 2026Q1: 14,037 shares 14,037 $9.79M 0.05% +1,252 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,926 shares; 2024Q4: 260,273 shares; 2025Q1: 283,456 shares; 2025Q2: 316,464 shares; 2025Q3: 300,670 shares; 2025Q4: 282,231 shares; 2026Q1: 287,556 shares 287,556 $9.74M 0.05% +5,325 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 6,341 shares; 2025Q1: 8,407 shares; 2025Q2: 9,720 shares; 2025Q3: 11,556 shares; 2025Q4: 16,880 shares; 2026Q1: 21,044 shares 21,044 $9.7M 0.05% +4,164 Timeline FIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,828 shares; 2024Q4: 355,196 shares; 2025Q1: 501,832 shares; 2025Q2: 526,142 shares; 2025Q3: 544,209 shares; 2025Q4: 545,831 shares; 2026Q1: 554,847 shares 554,847 $9.68M 0.05% +9,016 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: 35,588 shares; 2024Q4: 40,294 shares; 2025Q1: 44,506 shares; 2025Q2: 18,576 shares; 2025Q3: 19,165 shares; 2025Q4: 20,497 shares; 2026Q1: 26,849 shares 26,849 $9.6M 0.05% +6,352 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: 144,997 shares; 2024Q4: 275,169 shares; 2025Q1: 283,701 shares; 2025Q2: 321,104 shares; 2025Q3: 315,950 shares; 2025Q4: 444,170 shares; 2026Q1: 305,035 shares 305,035 $9.36M 0.05% -139,135 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: 24,280 shares; 2024Q4: 24,653 shares; 2025Q1: 25,249 shares; 2025Q2: 26,429 shares; 2025Q3: 27,945 shares; 2025Q4: 36,664 shares; 2026Q1: 38,555 shares 38,555 $9.35M 0.05% +1,891 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: 20,954 shares; 2024Q4: 20,832 shares; 2025Q1: 22,828 shares; 2025Q2: 27,016 shares; 2025Q3: 35,157 shares; 2025Q4: 39,236 shares; 2026Q1: 44,237 shares 44,237 $9.29M 0.05% +5,001 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,223 shares; 2024Q4: 23,216 shares; 2025Q1: 19,509 shares; 2025Q2: 20,792 shares; 2025Q3: 23,320 shares; 2025Q4: 24,692 shares; 2026Q1: 29,410 shares 29,410 $9.24M 0.05% +4,718 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,919 shares; 2024Q4: 94,689 shares; 2025Q1: 105,950 shares; 2025Q2: 117,311 shares; 2025Q3: 127,124 shares; 2025Q4: 131,825 shares; 2026Q1: 157,366 shares 157,366 $9.09M 0.05% +25,541 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: 48,967 shares; 2024Q4: 54,842 shares; 2025Q1: 27,674 shares; 2025Q2: 35,319 shares; 2025Q3: 43,873 shares; 2025Q4: 58,343 shares; 2026Q1: 65,053 shares 65,053 $9.07M 0.05% +6,710 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,879 shares; 2024Q4: 283,087 shares; 2025Q1: 308,810 shares; 2025Q2: 331,889 shares; 2025Q3: 374,782 shares; 2025Q4: 432,940 shares; 2026Q1: 392,056 shares 392,056 $9.04M 0.05% -40,884 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,482 shares; 2024Q4: 46,936 shares; 2025Q1: 42,474 shares; 2025Q2: 69,950 shares; 2025Q3: 89,329 shares; 2025Q4: 90,225 shares; 2026Q1: 90,930 shares 90,930 $9.01M 0.05% +705 Timeline DIHP 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: 223,903 shares; 2024Q4: 249,990 shares; 2025Q1: 264,591 shares; 2025Q2: 296,694 shares; 2025Q3: 284,546 shares; 2025Q4: 270,707 shares; 2026Q1: 277,713 shares 277,713 $8.95M 0.05% +7,006 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,559 shares; 2024Q4: 35,630 shares; 2025Q1: 39,551 shares; 2025Q2: 42,383 shares; 2025Q3: 44,337 shares; 2025Q4: 53,212 shares; 2026Q1: 41,397 shares 41,397 $8.9M 0.05% -11,815 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,928 shares; 2024Q4: 330,828 shares; 2025Q1: 353,589 shares; 2025Q2: 369,343 shares; 2025Q3: 407,177 shares; 2025Q4: 363,972 shares; 2026Q1: 379,526 shares 379,526 $8.81M 0.05% +15,554 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: 3,998 shares; 2024Q4: 5,625 shares; 2025Q1: 4,069 shares; 2025Q2: 4,240 shares; 2025Q3: 50,997 shares; 2025Q4: 55,301 shares; 2026Q1: 55,778 shares 55,778 $8.78M 0.05% +477 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,768 shares; 2024Q4: 156,386 shares; 2025Q1: 161,542 shares; 2025Q2: 168,804 shares; 2025Q3: 188,072 shares; 2025Q4: 194,675 shares; 2026Q1: 247,244 shares 247,244 $8.75M 0.05% +52,569 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,029 shares; 2024Q4: 84,647 shares; 2025Q1: 87,070 shares; 2025Q2: 92,730 shares; 2025Q3: 102,508 shares; 2025Q4: 110,510 shares; 2026Q1: 123,533 shares 123,533 $8.67M 0.05% +13,023 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: 10,881 shares; 2024Q4: 11,090 shares; 2025Q1: 10,883 shares; 2025Q2: 11,723 shares; 2025Q3: 12,430 shares; 2025Q4: 9,436 shares; 2026Q1: 9,623 shares 9,623 $8.61M 0.05% +187 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328,219 shares 328,219 $8.61M 0.05% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,203 shares; 2024Q4: 38,911 shares; 2025Q1: 42,593 shares; 2025Q2: 49,654 shares; 2025Q3: 52,853 shares; 2025Q4: 53,685 shares; 2026Q1: 51,805 shares 51,805 $8.6M 0.05% -1,880 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: 28,726 shares; 2024Q4: 17,827 shares; 2025Q1: 18,843 shares; 2025Q2: 49,843 shares; 2025Q3: 103,430 shares; 2025Q4: 59,975 shares; 2026Q1: 64,739 shares 64,739 $8.55M 0.05% +4,764 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: 94,422 shares; 2024Q4: 100,660 shares; 2025Q1: 102,975 shares; 2025Q2: 107,948 shares; 2025Q3: 122,164 shares; 2025Q4: 33,213 shares; 2026Q1: 37,805 shares 37,805 $8.55M 0.05% +4,592 Timeline TWOX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,528 shares; 2025Q4: 287,152 shares; 2026Q1: 315,917 shares 315,917 $8.45M 0.05% +28,765 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: 80,473 shares; 2024Q4: 73,451 shares; 2025Q1: 62,117 shares; 2025Q2: 177,382 shares; 2025Q3: 199,558 shares; 2025Q4: 252,033 shares; 2026Q1: 86,887 shares 86,887 $8.37M 0.05% -165,146 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,807 shares; 2024Q4: 48,164 shares; 2025Q1: 38,583 shares; 2025Q2: 38,130 shares; 2025Q3: 42,274 shares; 2025Q4: 45,619 shares; 2026Q1: 45,231 shares 45,231 $8.33M 0.05% -388 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,658 shares; 2024Q4: 21,433 shares; 2025Q1: 22,975 shares; 2025Q2: 24,345 shares; 2025Q3: 22,591 shares; 2025Q4: 24,942 shares; 2026Q1: 33,254 shares 33,254 $8.26M 0.04% +8,312 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,689 shares; 2025Q1: 26,266 shares; 2025Q2: 53,688 shares; 2025Q3: 73,785 shares; 2025Q4: 99,881 shares; 2026Q1: 113,090 shares 113,090 $8.17M 0.04% +13,209 Timeline IDU 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: 113,022 shares; 2024Q4: 109,729 shares; 2025Q1: 41,465 shares; 2025Q2: 81,696 shares; 2025Q3: 95,948 shares; 2025Q4: 95,929 shares; 2026Q1: 68,690 shares 68,690 $7.98M 0.04% -27,239 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,513 shares; 2025Q1: not reported; 2025Q2: 18,773 shares; 2025Q3: 403,511 shares; 2025Q4: 191,479 shares; 2026Q1: 185,232 shares 185,232 $7.86M 0.04% -6,247 Timeline EDIV 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: 408,221 shares; 2024Q4: 414,198 shares; 2025Q1: 375,180 shares; 2025Q2: 289,124 shares; 2025Q3: 305,902 shares; 2025Q4: 319,664 shares; 2026Q1: 198,908 shares 198,908 $7.85M 0.04% -120,756 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: 1,526 shares; 2024Q4: 1,524 shares; 2025Q1: 1,686 shares; 2025Q2: 2,449 shares; 2025Q3: 2,511 shares; 2025Q4: 2,237 shares; 2026Q1: 26,750 shares 26,750 $7.77M 0.04% +24,513 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,700 shares; 2024Q4: 267,108 shares; 2025Q1: 279,289 shares; 2025Q2: 310,227 shares; 2025Q3: 250,125 shares; 2025Q4: 309,142 shares; 2026Q1: 333,072 shares 333,072 $7.77M 0.04% +23,930 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: 263,120 shares; 2024Q4: 288,387 shares; 2025Q1: 339,756 shares; 2025Q2: 82,063 shares; 2025Q3: 91,327 shares; 2025Q4: 100,649 shares; 2026Q1: 71,725 shares 71,725 $7.76M 0.04% -28,924 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,543 shares; 2024Q4: 181,350 shares; 2025Q1: 191,972 shares; 2025Q2: 127,670 shares; 2025Q3: 135,265 shares; 2025Q4: 142,478 shares; 2026Q1: 166,126 shares 166,126 $7.7M 0.04% +23,648 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 3,782 shares; 2025Q1: 4,056 shares; 2025Q2: 4,216 shares; 2025Q3: 6,207 shares; 2025Q4: 6,365 shares; 2026Q1: 28,655 shares 28,655 $7.64M 0.04% +22,290 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,439 shares; 2024Q4: 77,790 shares; 2025Q1: 81,806 shares; 2025Q2: 84,782 shares; 2025Q3: 88,499 shares; 2025Q4: 93,276 shares; 2026Q1: 80,390 shares 80,390 $7.62M 0.04% -12,886 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: 1,212 shares; 2024Q4: 1,437 shares; 2025Q1: 2,158 shares; 2025Q2: 1,914 shares; 2025Q3: 2,664 shares; 2025Q4: 4,033 shares; 2026Q1: 26,061 shares 26,061 $7.6M 0.04% +22,028 Timeline TAGS TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295,221 shares 295,221 $7.49M 0.04% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 8,275 shares; 2025Q1: 426 shares; 2025Q2: 608 shares; 2025Q3: 289 shares; 2025Q4: 1,098 shares; 2026Q1: 76,319 shares 76,319 $7.46M 0.04% +75,221 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 1,198 shares; 2025Q2: 293 shares; 2025Q3: 355 shares; 2025Q4: 463 shares; 2026Q1: 108,882 shares 108,882 $7.46M 0.04% +108,419 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,988 shares; 2025Q4: 58,175 shares; 2026Q1: 58,756 shares 58,756 $7.44M 0.04% +581 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 reported; 2024Q4: 13,751 shares; 2025Q1: 45,736 shares; 2025Q2: 47,437 shares; 2025Q3: 114,700 shares; 2025Q4: 136,148 shares; 2026Q1: 148,497 shares 148,497 $7.35M 0.04% +12,349 Timeline FCOM 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: 97,701 shares; 2024Q4: 112,349 shares; 2025Q1: 111,635 shares; 2025Q2: 119,757 shares; 2025Q3: 94,759 shares; 2025Q4: 100,769 shares; 2026Q1: 107,893 shares 107,893 $7.35M 0.04% +7,124 Timeline FDL 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: 37,662 shares; 2024Q4: 39,440 shares; 2025Q1: 169,985 shares; 2025Q2: 38,485 shares; 2025Q3: 42,370 shares; 2025Q4: 45,304 shares; 2026Q1: 143,493 shares 143,493 $7.29M 0.04% +98,189 Timeline SPYC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,592 shares; 2025Q3: 115,819 shares; 2025Q4: 129,251 shares; 2026Q1: 182,401 shares 182,401 $7.2M 0.04% +53,150 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: 5,711 shares; 2024Q4: 5,489 shares; 2025Q1: 5,760 shares; 2025Q2: 5,544 shares; 2025Q3: 6,031 shares; 2025Q4: 6,381 shares; 2026Q1: 8,316 shares 8,316 $7.2M 0.04% +1,935 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 170 shares; 2026Q1: 17,800 shares 17,800 $7.19M 0.04% +17,630 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,631 shares; 2025Q1: 4,395 shares; 2025Q2: 4,042 shares; 2025Q3: 7,136 shares; 2025Q4: 7,155 shares; 2026Q1: 110,703 shares 110,703 $7.17M 0.04% +103,548 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 32,392 shares; 2025Q1: 113,727 shares; 2025Q2: 30,356 shares; 2025Q3: 30,421 shares; 2025Q4: 31,866 shares; 2026Q1: 97,563 shares 97,563 $7.14M 0.04% +65,697 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 21,403 shares; 2025Q1: 23,283 shares; 2025Q2: 21,118 shares; 2025Q3: 20,400 shares; 2025Q4: 24,150 shares; 2026Q1: 28,580 shares 28,580 $7.09M 0.04% +4,430 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,714 shares; 2026Q1: 59,666 shares 59,666 $7M 0.04% +46,952 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: 13,857 shares; 2024Q4: 232,045 shares; 2025Q1: 463,914 shares; 2025Q2: 67,394 shares; 2025Q3: 93,958 shares; 2025Q4: 267,933 shares; 2026Q1: 269,343 shares 269,343 $6.91M 0.04% +1,410 Timeline RDVY 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: 45,375 shares; 2024Q4: 46,158 shares; 2025Q1: 71,860 shares; 2025Q2: 69,974 shares; 2025Q3: 93,411 shares; 2025Q4: 101,454 shares; 2026Q1: 100,222 shares 100,222 $6.84M 0.04% -1,232 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,842 shares; 2025Q1: 6,440 shares; 2025Q2: 40,668 shares; 2025Q3: 42,333 shares; 2025Q4: 43,300 shares; 2026Q1: 43,772 shares 43,772 $6.81M 0.04% +472 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: 74,046 shares; 2024Q4: 86,281 shares; 2025Q1: 97,974 shares; 2025Q2: 103,106 shares; 2025Q3: 129,415 shares; 2025Q4: 161,149 shares; 2026Q1: 52,024 shares 52,024 $6.7M 0.04% -109,125 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: 107,627 shares; 2024Q4: 76,395 shares; 2025Q1: 72,103 shares; 2025Q2: 92,009 shares; 2025Q3: 118,914 shares; 2025Q4: 139,229 shares; 2026Q1: 171,994 shares 171,994 $6.68M 0.04% +32,765 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,474 shares; 2024Q4: 18,467 shares; 2025Q1: 44,827 shares; 2025Q2: 49,712 shares; 2025Q3: 49,369 shares; 2025Q4: 53,832 shares; 2026Q1: 67,766 shares 67,766 $6.67M 0.04% +13,934 Timeline FREL 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: 729,408 shares; 2024Q4: 891,029 shares; 2025Q1: 1,026,029 shares; 2025Q2: 1,037,875 shares; 2025Q3: 1,234,225 shares; 2025Q4: 1,614,618 shares; 2026Q1: 247,230 shares 247,230 $6.65M 0.04% -1,367,388 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: 29,296 shares; 2024Q4: 46,107 shares; 2025Q1: 36,901 shares; 2025Q2: 25,552 shares; 2025Q3: 50,065 shares; 2025Q4: 92,875 shares; 2026Q1: 69,657 shares 69,657 $6.65M 0.04% -23,218 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,037 shares; 2024Q4: 116,645 shares; 2025Q1: 122,630 shares; 2025Q2: 133,958 shares; 2025Q3: 140,953 shares; 2025Q4: 160,506 shares; 2026Q1: 127,017 shares 127,017 $6.65M 0.04% -33,489 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: 10,509 shares; 2024Q4: 23,291 shares; 2025Q1: 27,165 shares; 2025Q2: 31,281 shares; 2025Q3: 39,513 shares; 2025Q4: 38,934 shares; 2026Q1: 41,383 shares 41,383 $6.63M 0.04% +2,449 Timeline SPD 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: 150,170 shares; 2024Q4: 147,629 shares; 2025Q1: 2,724 shares; 2025Q2: 185,279 shares; 2025Q3: 184,940 shares; 2025Q4: 182,280 shares; 2026Q1: 181,383 shares 181,383 $6.6M 0.04% -897 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: not reported; 2026Q1: 234,594 shares 234,594 $6.57M 0.04% new Timeline SCSB STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258,611 shares 258,611 $6.49M 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 28,345 shares; 2025Q1: 10,962 shares; 2025Q2: 19,605 shares; 2025Q3: 13,153 shares; 2025Q4: 15,897 shares; 2026Q1: 13,911 shares 13,911 $6.44M 0.03% -1,986 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: 200,280 shares; 2024Q4: 213,351 shares; 2025Q1: 215,390 shares; 2025Q2: 220,976 shares; 2025Q3: 228,653 shares; 2025Q4: 31,758 shares; 2026Q1: 40,201 shares 40,201 $6.42M 0.03% +8,443 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,069 shares; 2024Q4: 67,789 shares; 2025Q1: 62,566 shares; 2025Q2: 65,989 shares; 2025Q3: 115,885 shares; 2025Q4: 123,943 shares; 2026Q1: 81,622 shares 81,622 $6.4M 0.03% -42,321 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: 17,643 shares; 2024Q4: 19,579 shares; 2025Q1: 20,910 shares; 2025Q2: 22,689 shares; 2025Q3: 23,992 shares; 2025Q4: 31,274 shares; 2026Q1: 37,015 shares 37,015 $6.39M 0.03% +5,741 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: 188,473 shares; 2024Q4: 172,156 shares; 2025Q1: 173,564 shares; 2025Q2: 194,289 shares; 2025Q3: 202,690 shares; 2025Q4: 214,490 shares; 2026Q1: 42,819 shares 42,819 $6.34M 0.03% -171,671 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,685 shares; 2024Q4: 302,890 shares; 2025Q1: 313,661 shares; 2025Q2: 293,498 shares; 2025Q3: 280,649 shares; 2025Q4: 269,284 shares; 2026Q1: 216,324 shares 216,324 $6.29M 0.03% -52,960 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: 2,864 shares; 2025Q2: 4,645 shares; 2025Q3: 36,142 shares; 2025Q4: 70,127 shares; 2026Q1: 77,876 shares 77,876 $6.28M 0.03% +7,749 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,630 shares; 2025Q1: 2,041 shares; 2025Q2: 2,081 shares; 2025Q3: 2,041 shares; 2025Q4: 1,041 shares; 2026Q1: 41,635 shares 41,635 $6.14M 0.03% +40,594 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,653 shares; 2024Q4: 137,082 shares; 2025Q1: 157,373 shares; 2025Q2: 168,377 shares; 2025Q3: 184,504 shares; 2025Q4: 201,466 shares; 2026Q1: 219,974 shares 219,974 $6.13M 0.03% +18,508 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 18,238 shares; 2025Q1: 10,555 shares; 2025Q2: 8,225 shares; 2025Q3: 5,365 shares; 2025Q4: 8,040 shares; 2026Q1: 61,122 shares 61,122 $6.12M 0.03% +53,082 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: 60,530 shares; 2024Q4: 56,338 shares; 2025Q1: 58,818 shares; 2025Q2: 46,075 shares; 2025Q3: 49,142 shares; 2025Q4: 67,714 shares; 2026Q1: 90,638 shares 90,638 $6.12M 0.03% +22,924 Timeline PAYH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,875 shares 298,875 $6.1M 0.03% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,689 shares; 2025Q1: 11,796 shares; 2025Q2: 14,518 shares; 2025Q3: 20,236 shares; 2025Q4: 124,899 shares; 2026Q1: 240,887 shares 240,887 $6.08M 0.03% +115,988 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: 46,119 shares; 2024Q4: 53,800 shares; 2025Q1: 51,668 shares; 2025Q2: 65,320 shares; 2025Q3: 80,618 shares; 2025Q4: 85,689 shares; 2026Q1: 105,153 shares 105,153 $6.06M 0.03% +19,464 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,345 shares; 2024Q4: 105,389 shares; 2025Q1: 18,191 shares; 2025Q2: 18,909 shares; 2025Q3: 79,589 shares; 2025Q4: 82,395 shares; 2026Q1: 84,006 shares 84,006 $5.99M 0.03% +1,611 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: 152,004 shares; 2024Q4: 93,011 shares; 2025Q1: 89,302 shares; 2025Q2: 78,116 shares; 2025Q3: 68,575 shares; 2025Q4: 75,123 shares; 2026Q1: 59,497 shares 59,497 $5.91M 0.03% -15,626 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: 77,376 shares; 2024Q4: 83,807 shares; 2025Q1: 95,498 shares; 2025Q2: 74,841 shares; 2025Q3: 100,187 shares; 2025Q4: 107,447 shares; 2026Q1: 125,841 shares 125,841 $5.9M 0.03% +18,394 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: 39,632 shares; 2024Q4: 139,149 shares; 2025Q1: 41,360 shares; 2025Q2: 44,130 shares; 2025Q3: 49,165 shares; 2025Q4: 50,760 shares; 2026Q1: 220,910 shares 220,910 $5.88M 0.03% +170,150 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 25,369 shares; 2026Q1: 28,525 shares 28,525 $5.83M 0.03% +3,156 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: 25,632 shares; 2024Q4: 46,388 shares; 2025Q1: 20,171 shares; 2025Q2: 17,232 shares; 2025Q3: 12,571 shares; 2025Q4: 33,809 shares; 2026Q1: 43,887 shares 43,887 $5.83M 0.03% +10,078 Timeline FLJJ 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: 12,281 shares; 2024Q4: 150 shares; 2025Q1: 173,105 shares; 2025Q2: 272,988 shares; 2025Q3: 1,940 shares; 2025Q4: 668 shares; 2026Q1: 185,079 shares 185,079 $5.81M 0.03% +184,411 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,187 shares; 2024Q4: 212,959 shares; 2025Q1: 52,941 shares; 2025Q2: 19,296 shares; 2025Q3: 19,753 shares; 2025Q4: 166,774 shares; 2026Q1: 338,360 shares 338,360 $5.79M 0.03% +171,586 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: 167,849 shares; 2024Q4: 129,820 shares; 2025Q1: 81,520 shares; 2025Q2: 49,779 shares; 2025Q3: 72,777 shares; 2025Q4: 77,191 shares; 2026Q1: 65,618 shares 65,618 $5.78M 0.03% -11,573 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,447 shares; 2024Q4: 200,087 shares; 2025Q1: 209,934 shares; 2025Q2: 246,360 shares; 2025Q3: 76,249 shares; 2025Q4: 82,005 shares; 2026Q1: 67,695 shares 67,695 $5.75M 0.03% -14,310 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: 47,377 shares; 2024Q4: 53,281 shares; 2025Q1: 52,697 shares; 2025Q2: 25,766 shares; 2025Q3: 32,475 shares; 2025Q4: 93,835 shares; 2026Q1: 103,411 shares 103,411 $5.74M 0.03% +9,576 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: 51,193 shares; 2024Q4: 47,956 shares; 2025Q1: 43,805 shares; 2025Q2: 43,986 shares; 2025Q3: 69,095 shares; 2025Q4: 70,344 shares; 2026Q1: 59,051 shares 59,051 $5.7M 0.03% -11,293 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: 453,020 shares; 2024Q4: 471,205 shares; 2025Q1: 610,874 shares; 2025Q2: 489,526 shares; 2025Q3: 514,602 shares; 2025Q4: 538,215 shares; 2026Q1: 197,981 shares 197,981 $5.69M 0.03% -340,234 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,022 shares; 2024Q4: 75,693 shares; 2025Q1: 80,618 shares; 2025Q2: 82,356 shares; 2025Q3: 85,127 shares; 2025Q4: 109,730 shares; 2026Q1: 118,243 shares 118,243 $5.64M 0.03% +8,513 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: 24,557 shares; 2025Q1: 27,710 shares; 2025Q2: 31,593 shares; 2025Q3: 39,189 shares; 2025Q4: 43,470 shares; 2026Q1: 23,034 shares 23,034 $5.6M 0.03% -20,436 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,150 shares; 2024Q4: 28,694 shares; 2025Q1: 33,517 shares; 2025Q2: 36,066 shares; 2025Q3: 39,554 shares; 2025Q4: 43,769 shares; 2026Q1: 48,701 shares 48,701 $5.6M 0.03% +4,932 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: 13,160 shares; 2024Q4: 13,493 shares; 2025Q1: 12,820 shares; 2025Q2: 14,255 shares; 2025Q3: 15,268 shares; 2025Q4: 16,228 shares; 2026Q1: 18,439 shares 18,439 $5.58M 0.03% +2,211 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: 118,173 shares; 2024Q4: 90,053 shares; 2025Q1: 68,883 shares; 2025Q2: 51,771 shares; 2025Q3: 65,238 shares; 2025Q4: 79,686 shares; 2026Q1: 81,614 shares 81,614 $5.56M 0.03% +1,928 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: 23,102 shares; 2024Q4: 70,206 shares; 2025Q1: 37,274 shares; 2025Q2: 42,372 shares; 2025Q3: 55,083 shares; 2025Q4: 53,050 shares; 2026Q1: 61,772 shares 61,772 $5.53M 0.03% +8,722 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 19,596 shares; 2025Q1: 23,835 shares; 2025Q2: 43,865 shares; 2025Q3: 37,221 shares; 2025Q4: 31,605 shares; 2026Q1: 32,713 shares 32,713 $5.53M 0.03% +1,108 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,837 shares; 2024Q4: 39,058 shares; 2025Q1: 35,389 shares; 2025Q2: 35,956 shares; 2025Q3: 33,327 shares; 2025Q4: 32,486 shares; 2026Q1: 66,504 shares 66,504 $5.49M 0.03% +34,018 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: 7,683 shares; 2024Q4: 10,434 shares; 2025Q1: 11,343 shares; 2025Q2: 14,080 shares; 2025Q3: 19,412 shares; 2025Q4: 15,740 shares; 2026Q1: 14,047 shares 14,047 $5.48M 0.03% -1,693 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,075 shares; 2025Q2: 4,879 shares; 2025Q3: 4,523 shares; 2025Q4: 6,274 shares; 2026Q1: 46,303 shares 46,303 $5.48M 0.03% +40,029 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: 42,545 shares; 2024Q4: 28,155 shares; 2025Q1: 24,942 shares; 2025Q2: 21,492 shares; 2025Q3: 20,832 shares; 2025Q4: 44,571 shares; 2026Q1: 46,091 shares 46,091 $5.47M 0.03% +1,520 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: 156,044 shares; 2024Q4: 117,007 shares; 2025Q1: 77,551 shares; 2025Q2: 78,719 shares; 2025Q3: 83,548 shares; 2025Q4: 94,110 shares; 2026Q1: 100,682 shares 100,682 $5.44M 0.03% +6,572 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,971 shares; 2025Q4: 219,902 shares; 2026Q1: 240,430 shares 240,430 $5.4M 0.03% +20,528 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 51,222 shares; 2025Q4: 86,628 shares; 2026Q1: 111,413 shares 111,413 $5.39M 0.03% +24,785 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: 28,507 shares; 2024Q4: 28,671 shares; 2025Q1: 30,017 shares; 2025Q2: 32,296 shares; 2025Q3: 49,068 shares; 2025Q4: 50,126 shares; 2026Q1: 40,966 shares 40,966 $5.36M 0.03% -9,160 Timeline SPAB 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: 198,321 shares; 2024Q4: 204,189 shares; 2025Q1: 191,492 shares; 2025Q2: 205,833 shares; 2025Q3: 190,472 shares; 2025Q4: 191,244 shares; 2026Q1: 209,275 shares 209,275 $5.36M 0.03% +18,031 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: 21,921 shares; 2024Q4: 18,890 shares; 2025Q1: 11,011 shares; 2025Q2: 15,264 shares; 2025Q3: 15,477 shares; 2025Q4: 17,593 shares; 2026Q1: 12,535 shares 12,535 $5.35M 0.03% -5,058 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,574 shares; 2025Q1: 13,729 shares; 2025Q2: 30,376 shares; 2025Q3: 38,998 shares; 2025Q4: 56,513 shares; 2026Q1: 65,869 shares 65,869 $5.31M 0.03% +9,356 Timeline SPYD 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: 81,815 shares; 2024Q4: 90,721 shares; 2025Q1: 91,446 shares; 2025Q2: 99,045 shares; 2025Q3: 104,748 shares; 2025Q4: 115,384 shares; 2026Q1: 115,920 shares 115,920 $5.28M 0.03% +536 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 12,688 shares; 2025Q1: 6,970 shares; 2025Q2: 19,589 shares; 2025Q3: 11,740 shares; 2025Q4: 14,979 shares; 2026Q1: 14,326 shares 14,326 $5.26M 0.03% -653 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,640 shares; 2024Q4: 79,690 shares; 2025Q1: 90,772 shares; 2025Q2: 104,044 shares; 2025Q3: 116,049 shares; 2025Q4: 129,569 shares; 2026Q1: 86,705 shares 86,705 $5.23M 0.03% -42,864 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 28,769 shares; 2025Q1: 32,736 shares; 2025Q2: 35,086 shares; 2025Q3: 39,752 shares; 2025Q4: 44,064 shares; 2026Q1: 54,098 shares 54,098 $5.22M 0.03% +10,034 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,844 shares; 2024Q4: 13,783 shares; 2025Q1: 16,410 shares; 2025Q2: 20,551 shares; 2025Q3: 72,448 shares; 2025Q4: 127,728 shares; 2026Q1: 226,749 shares 226,749 $5.21M 0.03% +99,021 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 52,049 shares; 2025Q4: 83,791 shares; 2026Q1: 96,665 shares 96,665 $5.2M 0.03% +12,874 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,137 shares; 2025Q1: 1,211 shares; 2025Q2: 17,006 shares; 2025Q3: 16,370 shares; 2025Q4: 47,876 shares; 2026Q1: 55,995 shares 55,995 $5.17M 0.03% +8,119 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,780 shares; 2025Q1: 2,225 shares; 2025Q2: 2,633 shares; 2025Q3: 4,004 shares; 2025Q4: 5,474 shares; 2026Q1: 6,681 shares 6,681 $5.16M 0.03% +1,207 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,745 shares; 2025Q1: 9,586 shares; 2025Q2: 10,098 shares; 2025Q3: 11,730 shares; 2025Q4: 16,131 shares; 2026Q1: 18,338 shares 18,338 $5.1M 0.03% +2,207 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,049 shares; 2024Q4: 224,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294,333 shares 294,333 $5.07M 0.03% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,473 shares; 2024Q4: 49,285 shares; 2025Q1: 22,197 shares; 2025Q2: 41,095 shares; 2025Q3: 37,379 shares; 2025Q4: 12,480 shares; 2026Q1: 45,709 shares 45,709 $5.05M 0.03% +33,229 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 23,959 shares; 2025Q1: 27,585 shares; 2025Q2: 30,662 shares; 2025Q3: 39,594 shares; 2025Q4: 36,941 shares; 2026Q1: 43,617 shares 43,617 $5.04M 0.03% +6,676 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,323 shares; 2024Q4: 61,270 shares; 2025Q1: 53,535 shares; 2025Q2: 54,865 shares; 2025Q3: 55,809 shares; 2025Q4: 57,093 shares; 2026Q1: 59,162 shares 59,162 $5.02M 0.03% +2,069 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,218 shares; 2024Q4: 174,282 shares; 2025Q1: 184,575 shares; 2025Q2: 183,474 shares; 2025Q3: 194,914 shares; 2025Q4: 230,033 shares; 2026Q1: 278,472 shares 278,472 $5.02M 0.03% +48,439 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: 31,612 shares; 2024Q4: 14,267 shares; 2025Q1: 15,720 shares; 2025Q2: 10,557 shares; 2025Q3: 13,218 shares; 2025Q4: 18,346 shares; 2026Q1: 17,453 shares 17,453 $5.01M 0.03% -893 Timeline GAEM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,087 shares; 2025Q4: 218,261 shares; 2026Q1: 193,498 shares 193,498 $5.01M 0.03% -24,763 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: 13,111 shares; 2024Q4: 13,947 shares; 2025Q1: 15,364 shares; 2025Q2: 15,775 shares; 2025Q3: 17,249 shares; 2025Q4: 18,779 shares; 2026Q1: 21,120 shares 21,120 $4.99M 0.03% +2,341 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,340 shares; 2025Q1: 12,099 shares; 2025Q2: 14,649 shares; 2025Q3: 28,035 shares; 2025Q4: 42,932 shares; 2026Q1: 47,437 shares 47,437 $4.98M 0.03% +4,505 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,955 shares 205,955 $4.97M 0.03% new Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,492 shares; 2026Q1: 242,888 shares 242,888 $4.96M 0.03% +6,396 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: 44,008 shares; 2024Q4: 102,471 shares; 2025Q1: 103,076 shares; 2025Q2: 120,948 shares; 2025Q3: 125,732 shares; 2025Q4: 102,031 shares; 2026Q1: 97,101 shares 97,101 $4.95M 0.03% -4,930 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: 36,326 shares; 2024Q4: 33,561 shares; 2025Q1: 27,195 shares; 2025Q2: 10,129 shares; 2025Q3: 13,392 shares; 2025Q4: 16,646 shares; 2026Q1: 21,462 shares 21,462 $4.93M 0.03% +4,816 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: 10,397 shares; 2024Q4: 12,115 shares; 2025Q1: 14,523 shares; 2025Q2: 16,861 shares; 2025Q3: 20,890 shares; 2025Q4: 23,155 shares; 2026Q1: 24,133 shares 24,133 $4.9M 0.03% +978 Timeline FVD 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: 268,427 shares; 2024Q4: 150,437 shares; 2025Q1: 143,337 shares; 2025Q2: 102,899 shares; 2025Q3: 101,820 shares; 2025Q4: 102,887 shares; 2026Q1: 103,786 shares 103,786 $4.88M 0.03% +899 Timeline ZSEP 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: 21,603 shares; 2024Q4: 9,510 shares; 2025Q1: 9,505 shares; 2025Q2: 5,365 shares; 2025Q3: 179,535 shares; 2025Q4: 176,722 shares; 2026Q1: 182,307 shares 182,307 $4.87M 0.03% +5,585 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,058 shares; 2024Q4: 70,770 shares; 2025Q1: 57,139 shares; 2025Q2: 70,660 shares; 2025Q3: 106,307 shares; 2025Q4: 95,706 shares; 2026Q1: 100,676 shares 100,676 $4.86M 0.03% +4,970 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,723 shares; 2024Q4: 111,239 shares; 2025Q1: 115,949 shares; 2025Q2: 117,028 shares; 2025Q3: 87,444 shares; 2025Q4: 27,294 shares; 2026Q1: 32,195 shares 32,195 $4.84M 0.03% +4,901 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,722 shares; 2025Q1: 23,021 shares; 2025Q2: 53,248 shares; 2025Q3: 106,738 shares; 2025Q4: 119,531 shares; 2026Q1: 125,551 shares 125,551 $4.82M 0.03% +6,020 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: 12,681 shares; 2024Q4: 8,296 shares; 2025Q1: 9,347 shares; 2025Q2: 9,259 shares; 2025Q3: 9,796 shares; 2025Q4: 18,001 shares; 2026Q1: 24,974 shares 24,974 $4.79M 0.03% +6,973 Timeline FTCS 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: 124,976 shares; 2024Q4: 94,371 shares; 2025Q1: 90,214 shares; 2025Q2: 51,338 shares; 2025Q3: 49,716 shares; 2025Q4: 48,119 shares; 2026Q1: 50,965 shares 50,965 $4.73M 0.03% +2,846 Timeline SOXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,932 shares; 2026Q1: 74,635 shares 74,635 $4.72M 0.03% +2,703 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,458 shares; 2024Q4: 54,860 shares; 2025Q1: 59,259 shares; 2025Q2: 72,974 shares; 2025Q3: 79,993 shares; 2025Q4: 97,607 shares; 2026Q1: 114,765 shares 114,765 $4.71M 0.03% +17,158 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,817 shares; 2025Q1: 12,863 shares; 2025Q2: 27,204 shares; 2025Q3: 35,505 shares; 2025Q4: 53,495 shares; 2026Q1: 60,377 shares 60,377 $4.63M 0.03% +6,882 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: 33,791 shares; 2024Q4: 14,433 shares; 2025Q1: 14,367 shares; 2025Q2: 5,700 shares; 2025Q3: 81,335 shares; 2025Q4: 102,078 shares; 2026Q1: 77,317 shares 77,317 $4.62M 0.02% -24,761 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183,541 shares; 2025Q1: 204,473 shares; 2025Q2: 182,785 shares; 2025Q3: 183,167 shares; 2025Q4: 210,485 shares; 2026Q1: 218,711 shares 218,711 $4.58M 0.02% +8,226 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: 36,658 shares; 2024Q4: 40,666 shares; 2025Q1: 42,610 shares; 2025Q2: 54,240 shares; 2025Q3: 65,504 shares; 2025Q4: 70,538 shares; 2026Q1: 44,606 shares 44,606 $4.58M 0.02% -25,932 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: 84,398 shares; 2024Q4: 89,811 shares; 2025Q1: 90,484 shares; 2025Q2: 45,684 shares; 2025Q3: 49,015 shares; 2025Q4: 53,248 shares; 2026Q1: 52,738 shares 52,738 $4.57M 0.02% -510 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 64,246 shares; 2025Q4: 109,901 shares; 2026Q1: 131,908 shares 131,908 $4.55M 0.02% +22,007 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,816 shares; 2025Q1: 2,589 shares; 2025Q2: 3,054 shares; 2025Q3: 2,841 shares; 2025Q4: 3,264 shares; 2026Q1: 3,429 shares 3,429 $4.53M 0.02% +165 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: 16,899 shares; 2025Q3: 161,368 shares; 2025Q4: 221,479 shares; 2026Q1: 62,976 shares 62,976 $4.51M 0.02% -158,503 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: 53,269 shares; 2024Q4: 40,157 shares; 2025Q1: 41,329 shares; 2025Q2: 43,223 shares; 2025Q3: 99,832 shares; 2025Q4: 70,449 shares; 2026Q1: 47,945 shares 47,945 $4.51M 0.02% -22,504 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,639 shares; 2024Q4: 10,424 shares; 2025Q1: 13,240 shares; 2025Q2: 11,867 shares; 2025Q3: 13,647 shares; 2025Q4: 12,521 shares; 2026Q1: 69,263 shares 69,263 $4.5M 0.02% +56,742 Timeline IWO 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: 131,460 shares; 2024Q4: 158,382 shares; 2025Q1: 180,183 shares; 2025Q2: 189,933 shares; 2025Q3: 214,511 shares; 2025Q4: 266,445 shares; 2026Q1: 14,178 shares 14,178 $4.45M 0.02% -252,267 Timeline SPLS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,656 shares 93,656 $4.41M 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 52,981 shares; 2025Q1: 51,493 shares; 2025Q2: 57,145 shares; 2025Q3: 63,119 shares; 2025Q4: 66,632 shares; 2026Q1: 73,500 shares 73,500 $4.35M 0.02% +6,868 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: 10,117 shares; 2024Q4: 9,472 shares; 2025Q1: 10,608 shares; 2025Q2: 13,039 shares; 2025Q3: 13,156 shares; 2025Q4: 13,929 shares; 2026Q1: 12,876 shares 12,876 $4.35M 0.02% -1,053 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,348 shares; 2024Q4: 25,110 shares; 2025Q1: 25,742 shares; 2025Q2: 25,890 shares; 2025Q3: 31,193 shares; 2025Q4: 38,662 shares; 2026Q1: 55,519 shares 55,519 $4.28M 0.02% +16,857 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: 27,173 shares; 2024Q4: 15,856 shares; 2025Q1: 11,045 shares; 2025Q2: 12,480 shares; 2025Q3: 13,270 shares; 2025Q4: 15,588 shares; 2026Q1: 16,350 shares 16,350 $4.28M 0.02% +762 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: 12,452 shares; 2024Q4: 10,265 shares; 2025Q1: 10,899 shares; 2025Q2: 14,181 shares; 2025Q3: 15,935 shares; 2025Q4: 15,854 shares; 2026Q1: 21,503 shares 21,503 $4.28M 0.02% +5,649 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: 134,236 shares; 2024Q4: 150,934 shares; 2025Q1: 153,429 shares; 2025Q2: 274,662 shares; 2025Q3: 301,735 shares; 2025Q4: 233,017 shares; 2026Q1: 59,457 shares 59,457 $4.28M 0.02% -173,560 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: 10,014 shares; 2024Q4: 9,655 shares; 2025Q1: 6,478 shares; 2025Q2: 6,130 shares; 2025Q3: 6,208 shares; 2025Q4: 6,930 shares; 2026Q1: 7,074 shares 7,074 $4.28M 0.02% +144 Timeline HARD 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 reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 2,342 shares; 2025Q4: 136,103 shares; 2026Q1: 120,037 shares 120,037 $4.25M 0.02% -16,066 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: 102,502 shares; 2024Q4: 25,359 shares; 2025Q1: 28,309 shares; 2025Q2: 24,220 shares; 2025Q3: 30,742 shares; 2025Q4: 66,255 shares; 2026Q1: 92,312 shares 92,312 $4.24M 0.02% +26,057 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 5,827 shares; 2025Q4: 12,068 shares; 2026Q1: 10,622 shares 10,622 $4.23M 0.02% -1,446 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 20 shares; 2025Q2: 361 shares; 2025Q3: 2,705 shares; 2025Q4: 78,995 shares; 2026Q1: 80,782 shares 80,782 $4.22M 0.02% +1,787 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: 7,101 shares; 2024Q4: 5,541 shares; 2025Q1: 7,573 shares; 2025Q2: 7,842 shares; 2025Q3: 7,403 shares; 2025Q4: 8,188 shares; 2026Q1: 7,476 shares 7,476 $4.21M 0.02% -712 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,207 shares; 2024Q4: 31,157 shares; 2025Q1: 30,227 shares; 2025Q2: 32,629 shares; 2025Q3: 33,411 shares; 2025Q4: 38,561 shares; 2026Q1: 42,656 shares 42,656 $4.2M 0.02% +4,095 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 7,058 shares; 2025Q1: 7,978 shares; 2025Q2: 11,786 shares; 2025Q3: 11,686 shares; 2025Q4: 19,849 shares; 2026Q1: 17,546 shares 17,546 $4.17M 0.02% -2,303 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: 2,765 shares; 2024Q4: 2,296 shares; 2025Q1: 3,549 shares; 2025Q2: 4,288 shares; 2025Q3: 7,054 shares; 2025Q4: 8,946 shares; 2026Q1: 20,090 shares 20,090 $4.17M 0.02% +11,144 Timeline SPUC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,367 shares; 2025Q3: 1,237 shares; 2025Q4: 93,106 shares; 2026Q1: 94,085 shares 94,085 $4.16M 0.02% +979 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 316,780 shares; 2025Q3: 146,283 shares; 2025Q4: 145,214 shares; 2026Q1: 145,708 shares 145,708 $4.1M 0.02% +494 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 2,826 shares; 2025Q2: 4,090 shares; 2025Q3: 8,325 shares; 2025Q4: 13,719 shares; 2026Q1: 16,342 shares 16,342 $4.09M 0.02% +2,623 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 16,288 shares; 2025Q1: 21,796 shares; 2025Q2: 37,836 shares; 2025Q3: 41,415 shares; 2025Q4: 43,103 shares; 2026Q1: 79,529 shares 79,529 $4.09M 0.02% +36,426 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 321,195 shares; 2025Q3: 148,515 shares; 2025Q4: 147,352 shares; 2026Q1: 148,013 shares 148,013 $4.09M 0.02% +661 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 reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 152 shares; 2026Q1: 78,026 shares 78,026 $4.07M 0.02% +77,874 Timeline DFAR 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: 135,475 shares; 2024Q4: 138,466 shares; 2025Q1: 150,987 shares; 2025Q2: 172,471 shares; 2025Q3: 168,292 shares; 2025Q4: 164,072 shares; 2026Q1: 172,184 shares 172,184 $4.07M 0.02% +8,112 Timeline EMHY 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: 77,676 shares; 2024Q4: 82,870 shares; 2025Q1: 83,147 shares; 2025Q2: 87,048 shares; 2025Q3: 92,535 shares; 2025Q4: 96,584 shares; 2026Q1: 102,016 shares 102,016 $4.02M 0.02% +5,432 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,399 shares; 2025Q1: 165,225 shares; 2025Q2: 172,570 shares; 2025Q3: 183,275 shares; 2025Q4: 191,537 shares; 2026Q1: 203,045 shares 203,045 $4.01M 0.02% +11,508 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,137 shares; 2026Q1: 112,117 shares 112,117 $3.99M 0.02% +63,980 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: 97,784 shares; 2024Q4: 60,254 shares; 2025Q1: 52,489 shares; 2025Q2: 23,133 shares; 2025Q3: 28,867 shares; 2025Q4: 28,456 shares; 2026Q1: 31,967 shares 31,967 $3.97M 0.02% +3,511 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 5,969 shares; 2025Q1: 9,779 shares; 2025Q2: 7,722 shares; 2025Q3: 7,127 shares; 2025Q4: 9,308 shares; 2026Q1: 67,263 shares 67,263 $3.97M 0.02% +57,955 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,087 shares; 2024Q4: 58,443 shares; 2025Q1: 11,901 shares; 2025Q2: 48,905 shares; 2025Q3: 14,608 shares; 2025Q4: 26,340 shares; 2026Q1: 38,915 shares 38,915 $3.96M 0.02% +12,575 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 reported; 2024Q4: 6,522 shares; 2025Q1: 36,816 shares; 2025Q2: 36,255 shares; 2025Q3: 52,411 shares; 2025Q4: 85,612 shares; 2026Q1: 104,914 shares 104,914 $3.94M 0.02% +19,302 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,810 shares; 2025Q1: 2,581 shares; 2025Q2: 2,388 shares; 2025Q3: 2,374 shares; 2025Q4: 2,984 shares; 2026Q1: 20,162 shares 20,162 $3.92M 0.02% +17,178 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: 7,486 shares; 2024Q4: 6,135 shares; 2025Q1: 4,868 shares; 2025Q2: 3,771 shares; 2025Q3: 12,156 shares; 2025Q4: 39,849 shares; 2026Q1: 42,561 shares 42,561 $3.92M 0.02% +2,712 Timeline XMMO 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: 2,285 shares; 2024Q4: 8,843 shares; 2025Q1: 19,507 shares; 2025Q2: 21,189 shares; 2025Q3: 22,621 shares; 2025Q4: 24,379 shares; 2026Q1: 26,733 shares 26,733 $3.88M 0.02% +2,354 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: 8,935 shares; 2024Q4: 8,921 shares; 2025Q1: 8,860 shares; 2025Q2: 13,032 shares; 2025Q3: 14,071 shares; 2025Q4: 15,510 shares; 2026Q1: 156,369 shares 156,369 $3.88M 0.02% +140,859 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 19,582 shares; 2025Q1: 19,318 shares; 2025Q2: 20,718 shares; 2025Q3: 23,655 shares; 2025Q4: 25,906 shares; 2026Q1: 28,298 shares 28,298 $3.85M 0.02% +2,392 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,044 shares; 2024Q4: 82,100 shares; 2025Q1: 85,126 shares; 2025Q2: 87,427 shares; 2025Q3: 92,148 shares; 2025Q4: 94,055 shares; 2026Q1: 95,764 shares 95,764 $3.76M 0.02% +1,709 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: 8,706 shares; 2024Q4: 9,159 shares; 2025Q1: 9,114 shares; 2025Q2: 12,902 shares; 2025Q3: 14,858 shares; 2025Q4: 15,661 shares; 2026Q1: 18,063 shares 18,063 $3.76M 0.02% +2,402 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,825 shares; 2025Q2: 23,231 shares; 2025Q3: 24,419 shares; 2025Q4: 24,723 shares; 2026Q1: 26,404 shares 26,404 $3.75M 0.02% +1,681 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: 117,015 shares; 2024Q4: 124,531 shares; 2025Q1: 124,605 shares; 2025Q2: 130,180 shares; 2025Q3: 133,799 shares; 2025Q4: 137,300 shares; 2026Q1: 183,794 shares 183,794 $3.75M 0.02% +46,494 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 820 shares; 2025Q1: 19,504 shares; 2025Q2: 20,659 shares; 2025Q3: 23,223 shares; 2025Q4: 26,002 shares; 2026Q1: 27,918 shares 27,918 $3.72M 0.02% +1,916 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,875 shares; 2024Q4: 186,036 shares; 2025Q1: 199,380 shares; 2025Q2: 224,930 shares; 2025Q3: 251,979 shares; 2025Q4: 273,375 shares; 2026Q1: 305,413 shares 305,413 $3.65M 0.02% +32,038 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 66,461 shares; 2025Q4: 113,019 shares; 2026Q1: 134,823 shares 134,823 $3.64M 0.02% +21,804 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: not reported; 2026Q1: 127,633 shares 127,633 $3.62M 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 7,965 shares; 2025Q1: 11,077 shares; 2025Q2: 12,202 shares; 2025Q3: 2,904 shares; 2025Q4: 21,107 shares; 2026Q1: 28,997 shares 28,997 $3.62M 0.02% +7,890 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,246 shares; 2024Q4: 24,690 shares; 2025Q1: 23,664 shares; 2025Q2: 22,591 shares; 2025Q3: 22,369 shares; 2025Q4: 22,283 shares; 2026Q1: 22,274 shares 22,274 $3.56M 0.02% -9 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: 15,859 shares; 2024Q4: 16,010 shares; 2025Q1: 15,500 shares; 2025Q2: 20,928 shares; 2025Q3: 21,698 shares; 2025Q4: 21,936 shares; 2026Q1: 24,657 shares 24,657 $3.51M 0.02% +2,721 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,513 shares; 2025Q1: 4,758 shares; 2025Q2: 6,257 shares; 2025Q3: 6,910 shares; 2025Q4: 7,304 shares; 2026Q1: 8,735 shares 8,735 $3.46M 0.02% +1,431 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,308 shares; 2025Q4: 131,942 shares; 2026Q1: 134,425 shares 134,425 $3.46M 0.02% +2,483 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,841 shares; 2024Q4: 94,147 shares; 2025Q1: 89,688 shares; 2025Q2: 105,081 shares; 2025Q3: 119,733 shares; 2025Q4: 130,730 shares; 2026Q1: 153,640 shares 153,640 $3.46M 0.02% +22,910 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,458 shares; 2024Q4: 85,049 shares; 2025Q1: 105,510 shares; 2025Q2: 134,162 shares; 2025Q3: 69,154 shares; 2025Q4: 101,140 shares; 2026Q1: 133,883 shares 133,883 $3.44M 0.02% +32,743 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,101 shares; 2025Q1: 21,145 shares; 2025Q2: 1,318 shares; 2025Q3: 1,998 shares; 2025Q4: 94,237 shares; 2026Q1: 134,768 shares 134,768 $3.44M 0.02% +40,531 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,850 shares; 2024Q4: 14,591 shares; 2025Q1: 22,067 shares; 2025Q2: 26,325 shares; 2025Q3: 35,661 shares; 2025Q4: 57,553 shares; 2026Q1: 92,906 shares 92,906 $3.43M 0.02% +35,353 Timeline