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: 996,650 shares; 2024Q4: 1,133,148 shares; 2025Q1: 1,257,466 shares; 2025Q2: 1,284,318 shares; 2025Q3: 1,304,829 shares; 2025Q4: 1,317,275 shares; 2026Q1: 1,392,812 shares 1,392,812 $243M 3.95% +75,537 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: 660,153 shares; 2024Q4: 804,697 shares; 2025Q1: 864,546 shares; 2025Q2: 855,330 shares; 2025Q3: 844,540 shares; 2025Q4: 842,245 shares; 2026Q1: 910,403 shares 910,403 $231M 3.75% +68,158 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: 225,324 shares; 2024Q4: 300,657 shares; 2025Q1: 302,649 shares; 2025Q2: 304,704 shares; 2025Q3: 314,526 shares; 2025Q4: 319,880 shares; 2026Q1: 335,046 shares 335,046 $219M 3.56% +15,166 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: 239,184 shares; 2024Q4: 285,295 shares; 2025Q1: 341,242 shares; 2025Q2: 352,543 shares; 2025Q3: 367,326 shares; 2025Q4: 361,629 shares; 2026Q1: 398,679 shares 398,679 $148M 2.4% +37,050 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: 336,720 shares; 2024Q4: 377,583 shares; 2025Q1: 460,774 shares; 2025Q2: 463,740 shares; 2025Q3: 478,659 shares; 2025Q4: 479,621 shares; 2026Q1: 542,167 shares 542,167 $113M 1.84% +62,546 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: 69,018 shares; 2024Q4: 168,495 shares; 2025Q1: 175,742 shares; 2025Q2: 181,161 shares; 2025Q3: 184,460 shares; 2025Q4: 186,853 shares; 2026Q1: 180,299 shares 180,299 $108M 1.75% -6,554 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: 186,885 shares; 2024Q4: 206,275 shares; 2025Q1: 272,798 shares; 2025Q2: 277,140 shares; 2025Q3: 295,275 shares; 2025Q4: 298,625 shares; 2026Q1: 361,410 shares 361,410 $104M 1.69% +62,785 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: 992,105 shares; 2024Q4: 1,002,469 shares; 2025Q1: 1,285,000 shares; 2025Q2: 1,289,683 shares; 2025Q3: 1,309,340 shares; 2025Q4: 1,321,128 shares; 2026Q1: 1,269,381 shares 1,269,381 $102M 1.66% -51,747 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,825 shares; 2024Q4: 730,506 shares; 2025Q1: 915,855 shares; 2025Q2: 905,297 shares; 2025Q3: 890,677 shares; 2025Q4: 879,675 shares; 2026Q1: 846,825 shares 846,825 $92.9M 1.51% -32,850 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: 204,147 shares; 2024Q4: 210,026 shares; 2025Q1: 259,033 shares; 2025Q2: 262,025 shares; 2025Q3: 264,971 shares; 2025Q4: 271,094 shares; 2026Q1: 287,546 shares 287,546 $89M 1.45% +16,452 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,154 shares; 2024Q4: 984,434 shares; 2025Q1: 1,391,392 shares; 2025Q2: 1,674,521 shares; 2025Q3: 1,661,416 shares; 2025Q4: 1,712,380 shares; 2026Q1: 1,728,202 shares 1,728,202 $71.7M 1.17% +15,822 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: 123,511 shares; 2024Q4: 140,817 shares; 2025Q1: 175,076 shares; 2025Q2: 182,740 shares; 2025Q3: 196,292 shares; 2025Q4: 200,179 shares; 2026Q1: 219,080 shares 219,080 $64.4M 1.05% +18,901 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: 44,624 shares; 2024Q4: 51,053 shares; 2025Q1: 83,369 shares; 2025Q2: 85,310 shares; 2025Q3: 89,587 shares; 2025Q4: 91,154 shares; 2026Q1: 107,625 shares 107,625 $61.6M 1% +16,471 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: 14,230 shares; 2024Q4: 19,651 shares; 2025Q1: 34,117 shares; 2025Q2: 38,388 shares; 2025Q3: 42,686 shares; 2025Q4: 43,377 shares; 2026Q1: 66,192 shares 66,192 $60.9M 0.99% +22,815 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: 1,025,219 shares; 2024Q4: 1,082,703 shares; 2025Q1: 1,511,540 shares; 2025Q2: 1,415,073 shares; 2025Q3: 1,433,292 shares; 2025Q4: 1,432,482 shares; 2026Q1: 1,555,006 shares 1,555,006 $60.6M 0.98% +122,524 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: 142,279 shares; 2024Q4: 168,015 shares; 2025Q1: 190,442 shares; 2025Q2: 189,820 shares; 2025Q3: 188,335 shares; 2025Q4: 190,862 shares; 2026Q1: 198,365 shares 198,365 $56.9M 0.92% +7,503 Timeline VCIT 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: 6,286 shares; 2024Q4: 93,041 shares; 2025Q1: 99,587 shares; 2025Q2: 106,894 shares; 2025Q3: 113,915 shares; 2025Q4: 126,338 shares; 2026Q1: 684,128 shares 684,128 $56.6M 0.92% +557,790 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: 109,893 shares; 2024Q4: 128,116 shares; 2025Q1: 88,262 shares; 2025Q2: 89,576 shares; 2025Q3: 90,526 shares; 2025Q4: 91,807 shares; 2026Q1: 96,607 shares 96,607 $55.8M 0.91% +4,800 Timeline CMDT 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: 1,043,510 shares; 2024Q4: 1,080,841 shares; 2025Q1: 1,466,495 shares; 2025Q2: 1,468,806 shares; 2025Q3: 1,508,112 shares; 2025Q4: 1,541,286 shares; 2026Q1: 1,718,449 shares 1,718,449 $55.5M 0.9% +177,163 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: 28,309 shares; 2024Q4: 34,114 shares; 2025Q1: 45,285 shares; 2025Q2: 46,948 shares; 2025Q3: 49,172 shares; 2025Q4: 47,199 shares; 2026Q1: 55,033 shares 55,033 $54.8M 0.89% +7,834 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,872 shares; 2025Q1: 121,352 shares; 2025Q2: 136,979 shares; 2025Q3: 148,532 shares; 2025Q4: 161,026 shares; 2026Q1: 917,728 shares 917,728 $54.7M 0.89% +756,702 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,789 shares; 2024Q4: 1,172,201 shares; 2025Q1: 1,618,998 shares; 2025Q2: 1,491,765 shares; 2025Q3: 1,508,307 shares; 2025Q4: 1,539,699 shares; 2026Q1: 1,543,621 shares 1,543,621 $54.1M 0.88% +3,922 Timeline IQLT 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: 44,255 shares; 2024Q4: 85,202 shares; 2025Q1: 1,069,693 shares; 2025Q2: 1,050,267 shares; 2025Q3: 1,090,135 shares; 2025Q4: 1,118,611 shares; 2026Q1: 1,134,152 shares 1,134,152 $52.4M 0.85% +15,541 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: 480,535 shares; 2024Q4: 562,116 shares; 2025Q1: 689,065 shares; 2025Q2: 732,133 shares; 2025Q3: 770,299 shares; 2025Q4: 768,240 shares; 2026Q1: 775,050 shares 775,050 $52.3M 0.85% +6,810 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: 23,565 shares; 2024Q4: 199,753 shares; 2025Q1: 259,655 shares; 2025Q2: 264,863 shares; 2025Q3: 269,421 shares; 2025Q4: 261,259 shares; 2026Q1: 266,639 shares 266,639 $51.1M 0.83% +5,380 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: 184,938 shares; 2024Q4: 244,913 shares; 2025Q1: 322,048 shares; 2025Q2: 336,933 shares; 2025Q3: 340,612 shares; 2025Q4: 344,592 shares; 2026Q1: 407,717 shares 407,717 $50.7M 0.82% +63,125 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: 3,240 shares; 2024Q4: 62,955 shares; 2025Q1: 65,142 shares; 2025Q2: 66,447 shares; 2025Q3: 67,140 shares; 2025Q4: 70,115 shares; 2026Q1: 72,498 shares 72,498 $50.6M 0.82% +2,383 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,748,474 shares; 2025Q2: 1,676,565 shares; 2025Q3: 1,704,453 shares; 2025Q4: 1,765,598 shares; 2026Q1: 1,857,495 shares 1,857,495 $48.7M 0.79% +91,897 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: 667,073 shares; 2024Q4: 769,584 shares; 2025Q1: 996,040 shares; 2025Q2: 853,671 shares; 2025Q3: 783,113 shares; 2025Q4: 743,087 shares; 2026Q1: 804,512 shares 804,512 $45.6M 0.74% +61,425 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: 62,624 shares; 2024Q4: 77,291 shares; 2025Q1: 85,539 shares; 2025Q2: 87,392 shares; 2025Q3: 88,587 shares; 2025Q4: 88,164 shares; 2026Q1: 92,449 shares 92,449 $44.3M 0.72% +4,285 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: 356,533 shares; 2024Q4: 371,645 shares; 2025Q1: 519,224 shares; 2025Q2: 488,796 shares; 2025Q3: 499,099 shares; 2025Q4: 497,469 shares; 2026Q1: 512,926 shares 512,926 $41.3M 0.67% +15,457 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: 56,325 shares; 2024Q4: 66,502 shares; 2025Q1: 61,667 shares; 2025Q2: 57,975 shares; 2025Q3: 57,334 shares; 2025Q4: 61,799 shares; 2026Q1: 58,427 shares 58,427 $38M 0.62% -3,372 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: 6,999 shares; 2024Q4: 7,932 shares; 2025Q1: 25,848 shares; 2025Q2: 30,457 shares; 2025Q3: 32,351 shares; 2025Q4: 32,537 shares; 2026Q1: 43,087 shares 43,087 $37.6M 0.61% +10,550 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,368 shares; 2024Q4: 46,813 shares; 2025Q1: 166,541 shares; 2025Q2: 180,841 shares; 2025Q3: 191,490 shares; 2025Q4: 198,393 shares; 2026Q1: 272,591 shares 272,591 $37.1M 0.6% +74,198 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: 633,755 shares; 2024Q4: 582,871 shares; 2025Q1: 1,013,022 shares; 2025Q2: 774,032 shares; 2025Q3: 612,128 shares; 2025Q4: 611,979 shares; 2026Q1: 659,577 shares 659,577 $36.6M 0.6% +47,598 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: 56,983 shares; 2024Q4: 65,073 shares; 2025Q1: 81,112 shares; 2025Q2: 84,864 shares; 2025Q3: 85,994 shares; 2025Q4: 84,094 shares; 2026Q1: 111,152 shares 111,152 $36.6M 0.59% +27,058 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: 77,646 shares; 2024Q4: 83,803 shares; 2025Q1: 87,084 shares; 2025Q2: 84,955 shares; 2025Q3: 87,402 shares; 2025Q4: 90,645 shares; 2026Q1: 92,722 shares 92,722 $34.5M 0.56% +2,077 Timeline USRT 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: 15,029 shares; 2024Q4: 121,427 shares; 2025Q1: 578,548 shares; 2025Q2: 511,089 shares; 2025Q3: 518,809 shares; 2025Q4: 537,928 shares; 2026Q1: 576,209 shares 576,209 $34.1M 0.55% +38,281 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: 87,418 shares; 2024Q4: 105,500 shares; 2025Q1: 111,072 shares; 2025Q2: 110,132 shares; 2025Q3: 110,628 shares; 2025Q4: 113,668 shares; 2026Q1: 134,086 shares 134,086 $32.8M 0.53% +20,418 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: 164,149 shares; 2024Q4: 176,183 shares; 2025Q1: 181,014 shares; 2025Q2: 179,107 shares; 2025Q3: 188,176 shares; 2025Q4: 192,261 shares; 2026Q1: 191,458 shares 191,458 $32.5M 0.53% -803 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: 26,082 shares; 2024Q4: 32,504 shares; 2025Q1: 44,614 shares; 2025Q2: 47,898 shares; 2025Q3: 50,047 shares; 2025Q4: 52,223 shares; 2026Q1: 62,078 shares 62,078 $31M 0.5% +9,855 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,500 shares; 2024Q4: 189,693 shares; 2025Q1: 268,671 shares; 2025Q2: 261,552 shares; 2025Q3: 267,417 shares; 2025Q4: 273,401 shares; 2026Q1: 274,846 shares 274,846 $30.4M 0.49% +1,445 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,559 shares; 2024Q4: 276,895 shares; 2025Q1: 382,228 shares; 2025Q2: 371,638 shares; 2025Q3: 378,716 shares; 2025Q4: 384,931 shares; 2026Q1: 389,278 shares 389,278 $29.6M 0.48% +4,347 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: 47,647 shares; 2024Q4: 55,119 shares; 2025Q1: 57,448 shares; 2025Q2: 87,992 shares; 2025Q3: 91,726 shares; 2025Q4: 91,318 shares; 2026Q1: 113,487 shares 113,487 $27.5M 0.45% +22,169 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: 13,204 shares; 2024Q4: 13,060 shares; 2025Q1: 14,014 shares; 2025Q2: 24,142 shares; 2025Q3: 25,978 shares; 2025Q4: 26,392 shares; 2026Q1: 32,462 shares 32,462 $27.5M 0.45% +6,070 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: 71,021 shares; 2024Q4: 79,230 shares; 2025Q1: 80,009 shares; 2025Q2: 80,517 shares; 2025Q3: 82,045 shares; 2025Q4: 111,977 shares; 2026Q1: 119,615 shares 119,615 $26M 0.42% +7,638 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: 123,603 shares; 2024Q4: 151,432 shares; 2025Q1: 239,673 shares; 2025Q2: 237,536 shares; 2025Q3: 260,728 shares; 2025Q4: 275,962 shares; 2026Q1: 225,632 shares 225,632 $25.5M 0.41% -50,330 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: 20,513 shares; 2024Q4: 22,499 shares; 2025Q1: 23,077 shares; 2025Q2: 23,314 shares; 2025Q3: 27,421 shares; 2025Q4: 41,846 shares; 2026Q1: 80,042 shares 80,042 $22.7M 0.37% +38,196 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: 60,872 shares; 2024Q4: 61,999 shares; 2025Q1: 59,659 shares; 2025Q2: 69,627 shares; 2025Q3: 69,777 shares; 2025Q4: 73,273 shares; 2026Q1: 70,440 shares 70,440 $22.6M 0.37% -2,833 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 31,129 shares; 2025Q1: 32,681 shares; 2025Q2: 316,362 shares; 2025Q3: 319,296 shares; 2025Q4: 323,094 shares; 2026Q1: 484,187 shares 484,187 $22.5M 0.37% +161,093 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: 589,434 shares; 2024Q4: 658,679 shares; 2025Q1: 246,351 shares; 2025Q2: 225,085 shares; 2025Q3: 253,773 shares; 2025Q4: 262,169 shares; 2026Q1: 247,324 shares 247,324 $22.4M 0.36% -14,845 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: 53,995 shares; 2024Q4: 77,153 shares; 2025Q1: 76,387 shares; 2025Q2: 77,021 shares; 2025Q3: 76,362 shares; 2025Q4: 75,216 shares; 2026Q1: 72,056 shares 72,056 $21.8M 0.35% -3,160 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: 66,442 shares; 2024Q4: 82,208 shares; 2025Q1: 84,993 shares; 2025Q2: 86,297 shares; 2025Q3: 91,523 shares; 2025Q4: 93,552 shares; 2026Q1: 104,285 shares 104,285 $21.6M 0.35% +10,733 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: 148,077 shares; 2024Q4: 179,860 shares; 2025Q1: 178,377 shares; 2025Q2: 176,554 shares; 2025Q3: 179,364 shares; 2025Q4: 173,931 shares; 2026Q1: 169,269 shares 169,269 $21M 0.34% -4,662 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,016 shares; 2024Q4: 119,056 shares; 2025Q1: 129,583 shares; 2025Q2: 131,422 shares; 2025Q3: 131,163 shares; 2025Q4: 111,331 shares; 2026Q1: 1,894,992 shares 1,894,992 $21M 0.34% +1,783,661 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: 8,806 shares; 2024Q4: 31,887 shares; 2025Q1: 85,737 shares; 2025Q2: 94,572 shares; 2025Q3: 96,199 shares; 2025Q4: 97,840 shares; 2026Q1: 128,813 shares 128,813 $20.7M 0.34% +30,973 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: 13,923 shares; 2024Q4: 210,375 shares; 2025Q1: 212,618 shares; 2025Q2: 215,915 shares; 2025Q3: 220,578 shares; 2025Q4: 240,266 shares; 2026Q1: 261,143 shares 261,143 $20.5M 0.33% +20,877 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: 85,901 shares; 2024Q4: 93,824 shares; 2025Q1: 168,859 shares; 2025Q2: 174,072 shares; 2025Q3: 172,747 shares; 2025Q4: 177,174 shares; 2026Q1: 218,562 shares 218,562 $20.3M 0.33% +41,388 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: 125,459 shares; 2024Q4: 135,083 shares; 2025Q1: 172,369 shares; 2025Q2: 201,147 shares; 2025Q3: 225,085 shares; 2025Q4: 290,927 shares; 2026Q1: 290,243 shares 290,243 $20.2M 0.33% -684 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: 289,364 shares; 2024Q4: 306,246 shares; 2025Q1: 407,739 shares; 2025Q2: 396,415 shares; 2025Q3: 404,749 shares; 2025Q4: 408,035 shares; 2026Q1: 404,082 shares 404,082 $20.2M 0.33% -3,953 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,175 shares; 2025Q1: 144,975 shares; 2025Q2: 173,796 shares; 2025Q3: 242,807 shares; 2025Q4: 315,854 shares; 2026Q1: 805,072 shares 805,072 $19.5M 0.32% +489,218 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: 5,151 shares; 2024Q4: 5,213 shares; 2025Q1: 13,657 shares; 2025Q2: 15,172 shares; 2025Q3: 15,597 shares; 2025Q4: 15,793 shares; 2026Q1: 21,689 shares 21,689 $19.4M 0.32% +5,896 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,575 shares; 2025Q2: 6,086 shares; 2025Q3: 6,056 shares; 2025Q4: 7,405 shares; 2026Q1: 415,690 shares 415,690 $19.2M 0.31% +408,285 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: 31,656 shares; 2024Q4: 34,329 shares; 2025Q1: 72,684 shares; 2025Q2: 82,358 shares; 2025Q3: 81,945 shares; 2025Q4: 83,200 shares; 2026Q1: 116,308 shares 116,308 $19.1M 0.31% +33,108 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: 116,291 shares; 2024Q4: 181,631 shares; 2025Q1: 229,630 shares; 2025Q2: 232,532 shares; 2025Q3: 222,457 shares; 2025Q4: 211,837 shares; 2026Q1: 1,055,150 shares 1,055,150 $19M 0.31% +843,313 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 206,484 shares; 2025Q3: 381,380 shares; 2025Q4: 407,299 shares; 2026Q1: 446,219 shares 446,219 $19M 0.31% +38,920 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: 29,424 shares; 2024Q4: 32,892 shares; 2025Q1: 58,106 shares; 2025Q2: 62,293 shares; 2025Q3: 69,889 shares; 2025Q4: 89,389 shares; 2026Q1: 88,440 shares 88,440 $18.7M 0.3% -949 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: 69,414 shares; 2024Q4: 63,774 shares; 2025Q1: 70,787 shares; 2025Q2: 75,841 shares; 2025Q3: 81,670 shares; 2025Q4: 84,712 shares; 2026Q1: 91,551 shares 91,551 $18.6M 0.3% +6,839 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,445 shares 94,445 $18.6M 0.3% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 17,002 shares; 2025Q1: 23,862 shares; 2025Q2: 24,976 shares; 2025Q3: 25,812 shares; 2025Q4: 255,627 shares; 2026Q1: 191,350 shares 191,350 $18.4M 0.3% -64,277 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413,669 shares; 2025Q3: 428,721 shares; 2025Q4: 441,970 shares; 2026Q1: 473,390 shares 473,390 $18.3M 0.3% +31,420 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,780 shares; 2025Q1: 61,844 shares; 2025Q2: 65,162 shares; 2025Q3: 66,481 shares; 2025Q4: 72,921 shares; 2026Q1: 80,250 shares 80,250 $18M 0.29% +7,329 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: 114,835 shares; 2024Q4: 118,138 shares; 2025Q1: 125,549 shares; 2025Q2: 125,589 shares; 2025Q3: 147,192 shares; 2025Q4: 149,526 shares; 2026Q1: 148,676 shares 148,676 $17.6M 0.29% -850 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,155 shares; 2024Q4: 139,627 shares; 2025Q1: 131,810 shares; 2025Q2: 131,857 shares; 2025Q3: 118,004 shares; 2025Q4: 108,763 shares; 2026Q1: 958,843 shares 958,843 $17.5M 0.28% +850,080 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: 322,800 shares; 2024Q4: 290,636 shares; 2025Q1: 249,655 shares; 2025Q2: 217,696 shares; 2025Q3: 280,042 shares; 2025Q4: 277,195 shares; 2026Q1: 346,896 shares 346,896 $17.5M 0.28% +69,701 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: 6,968 shares; 2024Q4: 8,002 shares; 2025Q1: 8,568 shares; 2025Q2: 8,656 shares; 2025Q3: 8,485 shares; 2025Q4: 8,320 shares; 2026Q1: 13,157 shares 13,157 $17.4M 0.28% +4,837 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: 27,417 shares; 2024Q4: 49,771 shares; 2025Q1: 53,199 shares; 2025Q2: 54,647 shares; 2025Q3: 55,091 shares; 2025Q4: 55,944 shares; 2026Q1: 55,878 shares 55,878 $17.4M 0.28% -66 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: 22,841 shares; 2024Q4: 25,604 shares; 2025Q1: 25,806 shares; 2025Q2: 24,677 shares; 2025Q3: 24,800 shares; 2025Q4: 23,188 shares; 2026Q1: 24,339 shares 24,339 $17.2M 0.28% +1,151 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 12,172 shares; 2025Q1: 25,127 shares; 2025Q2: 29,757 shares; 2025Q3: 29,366 shares; 2025Q4: 29,195 shares; 2026Q1: 38,595 shares 38,595 $17.2M 0.28% +9,400 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: 68,929 shares; 2024Q4: 141,875 shares; 2025Q1: 136,259 shares; 2025Q2: 128,112 shares; 2025Q3: 126,633 shares; 2025Q4: 118,070 shares; 2026Q1: 110,882 shares 110,882 $17.2M 0.28% -7,188 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: 25,431 shares; 2024Q4: 30,690 shares; 2025Q1: 33,787 shares; 2025Q2: 35,329 shares; 2025Q3: 39,144 shares; 2025Q4: 38,278 shares; 2026Q1: 39,858 shares 39,858 $17.2M 0.28% +1,580 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: 18,673 shares; 2024Q4: 19,761 shares; 2025Q1: 27,433 shares; 2025Q2: 30,220 shares; 2025Q3: 30,599 shares; 2025Q4: 31,113 shares; 2026Q1: 39,551 shares 39,551 $16.8M 0.27% +8,438 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: 62,425 shares; 2024Q4: 75,767 shares; 2025Q1: 207,826 shares; 2025Q2: 215,710 shares; 2025Q3: 254,017 shares; 2025Q4: 286,778 shares; 2026Q1: 288,373 shares 288,373 $16.8M 0.27% +1,595 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: 26,119 shares; 2024Q4: 37,085 shares; 2025Q1: 74,486 shares; 2025Q2: 82,728 shares; 2025Q3: 100,553 shares; 2025Q4: 105,235 shares; 2026Q1: 110,714 shares 110,714 $16.2M 0.26% +5,479 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: 7,966 shares; 2024Q4: 9,413 shares; 2025Q1: 21,955 shares; 2025Q2: 25,513 shares; 2025Q3: 25,359 shares; 2025Q4: 24,107 shares; 2026Q1: 31,879 shares 31,879 $15.8M 0.26% +7,772 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: 38,794 shares; 2024Q4: 144,390 shares; 2025Q1: 226,543 shares; 2025Q2: 311,227 shares; 2025Q3: 276,389 shares; 2025Q4: 283,853 shares; 2026Q1: 308,914 shares 308,914 $15.6M 0.25% +25,061 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: not reported; 2024Q4: 144,507 shares; 2025Q1: 155,574 shares; 2025Q2: 170,376 shares; 2025Q3: 175,539 shares; 2025Q4: 193,277 shares; 2026Q1: 216,412 shares 216,412 $15.2M 0.25% +23,135 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,976 shares; 2024Q4: 71,339 shares; 2025Q1: 74,839 shares; 2025Q2: 210,325 shares; 2025Q3: 380,996 shares; 2025Q4: 419,008 shares; 2026Q1: 452,270 shares 452,270 $15.1M 0.25% +33,262 Timeline BRK-A 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: 12 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $15.1M 0.25% 0 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: 19,281 shares; 2024Q4: 52,885 shares; 2025Q1: 59,228 shares; 2025Q2: 88,661 shares; 2025Q3: 95,804 shares; 2025Q4: 64,883 shares; 2026Q1: 64,910 shares 64,910 $14.9M 0.24% +27 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: 103,746 shares; 2024Q4: 104,093 shares; 2025Q1: 159,695 shares; 2025Q2: 155,173 shares; 2025Q3: 171,133 shares; 2025Q4: 177,144 shares; 2026Q1: 168,374 shares 168,374 $14.8M 0.24% -8,770 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,293 shares; 2024Q4: 176,265 shares; 2025Q1: 285,524 shares; 2025Q2: 292,761 shares; 2025Q3: 289,605 shares; 2025Q4: 281,673 shares; 2026Q1: 294,227 shares 294,227 $14.7M 0.24% +12,554 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: 16,375 shares; 2024Q4: 16,863 shares; 2025Q1: 35,612 shares; 2025Q2: 45,606 shares; 2025Q3: 46,621 shares; 2025Q4: 47,977 shares; 2026Q1: 38,200 shares 38,200 $14.6M 0.24% -9,777 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,613 shares; 2025Q1: 4,976 shares; 2025Q2: 3,795 shares; 2025Q3: 12,718 shares; 2025Q4: 27,892 shares; 2026Q1: 40,671 shares 40,671 $14.6M 0.24% +12,779 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,684 shares; 2025Q1: 18,097 shares; 2025Q2: 20,071 shares; 2025Q3: 23,820 shares; 2025Q4: 23,804 shares; 2026Q1: 33,513 shares 33,513 $14.5M 0.24% +9,709 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: 52,840 shares; 2024Q4: 69,151 shares; 2025Q1: 98,706 shares; 2025Q2: 128,243 shares; 2025Q3: 196,067 shares; 2025Q4: 187,252 shares; 2026Q1: 191,713 shares 191,713 $14.3M 0.23% +4,461 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: 10,491 shares; 2024Q4: 18,923 shares; 2025Q1: 17,907 shares; 2025Q2: 17,995 shares; 2025Q3: 28,853 shares; 2025Q4: 31,569 shares; 2026Q1: 32,457 shares 32,457 $14.2M 0.23% +888 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: 85,399 shares; 2024Q4: 98,877 shares; 2025Q1: 97,783 shares; 2025Q2: 95,809 shares; 2025Q3: 94,613 shares; 2025Q4: 91,103 shares; 2026Q1: 97,998 shares 97,998 $14.2M 0.23% +6,895 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: 143,087 shares; 2024Q4: 152,605 shares; 2025Q1: 172,844 shares; 2025Q2: 169,524 shares; 2025Q3: 175,649 shares; 2025Q4: 173,890 shares; 2026Q1: 182,237 shares 182,237 $14.1M 0.23% +8,347 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: 134,024 shares; 2024Q4: 188,693 shares; 2025Q1: 167,390 shares; 2025Q2: 175,030 shares; 2025Q3: 175,942 shares; 2025Q4: 176,855 shares; 2026Q1: 211,521 shares 211,521 $13.6M 0.22% +34,666 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,410 shares; 2025Q1: 35,940 shares; 2025Q2: 58,286 shares; 2025Q3: 201,125 shares; 2025Q4: 208,758 shares; 2026Q1: 257,478 shares 257,478 $12.8M 0.21% +48,720 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: 55,555 shares; 2024Q4: 63,212 shares; 2025Q1: 62,909 shares; 2025Q2: 62,822 shares; 2025Q3: 62,655 shares; 2025Q4: 63,843 shares; 2026Q1: 65,997 shares 65,997 $12.7M 0.21% +2,154 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: 14,010 shares; 2024Q4: 23,502 shares; 2025Q1: 23,277 shares; 2025Q2: 25,865 shares; 2025Q3: 33,225 shares; 2025Q4: 35,178 shares; 2026Q1: 36,942 shares 36,942 $12.5M 0.2% +1,764 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: 41,477 shares; 2024Q4: 51,221 shares; 2025Q1: 52,995 shares; 2025Q2: 53,343 shares; 2025Q3: 53,792 shares; 2025Q4: 52,862 shares; 2026Q1: 54,264 shares 54,264 $12.3M 0.2% +1,402 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 103,367 shares; 2025Q1: 102,525 shares; 2025Q2: 102,667 shares; 2025Q3: 102,315 shares; 2025Q4: 101,732 shares; 2026Q1: 100,966 shares 100,966 $12M 0.19% -766 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,599 shares; 2025Q3: 216,923 shares; 2025Q4: 256,732 shares; 2026Q1: 347,520 shares 347,520 $12M 0.19% +90,788 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: 87,997 shares; 2024Q4: 98,012 shares; 2025Q1: 119,543 shares; 2025Q2: 107,639 shares; 2025Q3: 134,695 shares; 2025Q4: 161,270 shares; 2026Q1: 230,855 shares 230,855 $11.9M 0.19% +69,585 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: 61,715 shares; 2024Q4: 64,020 shares; 2025Q1: 107,778 shares; 2025Q2: 112,577 shares; 2025Q3: 116,974 shares; 2025Q4: 117,146 shares; 2026Q1: 80,592 shares 80,592 $11.9M 0.19% -36,554 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: 304,369 shares; 2024Q4: 321,922 shares; 2025Q1: 340,767 shares; 2025Q2: 363,415 shares; 2025Q3: 374,741 shares; 2025Q4: 385,687 shares; 2026Q1: 347,560 shares 347,560 $11.7M 0.19% -38,127 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 6,213 shares; 2025Q1: 6,882 shares; 2025Q2: 7,627 shares; 2025Q3: 7,691 shares; 2025Q4: 8,061 shares; 2026Q1: 70,608 shares 70,608 $11.6M 0.19% +62,547 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,985 shares; 2025Q1: 16,153 shares; 2025Q2: 17,324 shares; 2025Q3: 17,635 shares; 2025Q4: 17,895 shares; 2026Q1: 11,989 shares 11,989 $11.5M 0.19% -5,906 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: 24,445 shares; 2024Q4: 24,716 shares; 2025Q1: 28,011 shares; 2025Q2: 26,051 shares; 2025Q3: 31,741 shares; 2025Q4: 31,551 shares; 2026Q1: 33,757 shares 33,757 $11.4M 0.19% +2,206 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,239 shares; 2025Q3: 201,888 shares; 2025Q4: 226,482 shares; 2026Q1: 295,487 shares 295,487 $11.4M 0.18% +69,005 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: 13,893 shares; 2024Q4: 14,018 shares; 2025Q1: 13,307 shares; 2025Q2: 36,600 shares; 2025Q3: 89,345 shares; 2025Q4: 101,165 shares; 2026Q1: 146,708 shares 146,708 $11.2M 0.18% +45,543 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: 32,120 shares; 2024Q4: 51,865 shares; 2025Q1: 50,569 shares; 2025Q2: 60,546 shares; 2025Q3: 58,487 shares; 2025Q4: 57,652 shares; 2026Q1: 57,191 shares 57,191 $11.2M 0.18% -461 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: 99,289 shares; 2024Q4: 97,715 shares; 2025Q1: 92,647 shares; 2025Q2: 90,487 shares; 2025Q3: 89,284 shares; 2025Q4: 90,075 shares; 2026Q1: 92,740 shares 92,740 $11.2M 0.18% +2,665 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: 214,968 shares; 2024Q4: 227,009 shares; 2025Q1: 230,548 shares; 2025Q2: 220,984 shares; 2025Q3: 196,714 shares; 2025Q4: 205,105 shares; 2026Q1: 245,436 shares 245,436 $10.8M 0.18% +40,331 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: 4,086 shares; 2024Q4: 2,469 shares; 2025Q1: 2,337 shares; 2025Q2: 2,219 shares; 2025Q3: 3,567 shares; 2025Q4: 3,573 shares; 2026Q1: 106,947 shares 106,947 $10.8M 0.17% +103,374 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: 84,857 shares; 2024Q4: 97,164 shares; 2025Q1: 78,675 shares; 2025Q2: 82,697 shares; 2025Q3: 80,985 shares; 2025Q4: 79,098 shares; 2026Q1: 161,788 shares 161,788 $10.7M 0.17% +82,690 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 15,672 shares; 2025Q1: 15,776 shares; 2025Q2: 82,298 shares; 2025Q3: 211,885 shares; 2025Q4: 245,818 shares; 2026Q1: 264,661 shares 264,661 $10.6M 0.17% +18,843 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: 104,683 shares; 2024Q4: 133,355 shares; 2025Q1: 123,989 shares; 2025Q2: 132,012 shares; 2025Q3: 126,685 shares; 2025Q4: 135,843 shares; 2026Q1: 138,463 shares 138,463 $10.5M 0.17% +2,620 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,832 shares; 2024Q4: 18,528 shares; 2025Q1: 19,284 shares; 2025Q2: 20,710 shares; 2025Q3: 25,995 shares; 2025Q4: 27,130 shares; 2026Q1: 30,343 shares 30,343 $10.5M 0.17% +3,213 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: 10,975 shares; 2024Q4: 73,933 shares; 2025Q1: 65,083 shares; 2025Q2: 44,668 shares; 2025Q3: 43,435 shares; 2025Q4: 42,724 shares; 2026Q1: 39,553 shares 39,553 $10.4M 0.17% -3,171 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: 26,279 shares; 2024Q4: 36,318 shares; 2025Q1: 40,364 shares; 2025Q2: 57,798 shares; 2025Q3: 108,047 shares; 2025Q4: 83,128 shares; 2026Q1: 112,395 shares 112,395 $10.3M 0.17% +29,267 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: 62,099 shares; 2024Q4: 93,919 shares; 2025Q1: 95,343 shares; 2025Q2: 93,869 shares; 2025Q3: 96,742 shares; 2025Q4: 97,196 shares; 2026Q1: 99,567 shares 99,567 $10.2M 0.17% +2,371 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: 169,871 shares; 2024Q4: 185,179 shares; 2025Q1: 207,431 shares; 2025Q2: 193,632 shares; 2025Q3: 199,770 shares; 2025Q4: 208,093 shares; 2026Q1: 220,958 shares 220,958 $10.2M 0.17% +12,865 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: 62,270 shares; 2024Q4: 63,843 shares; 2025Q1: 60,580 shares; 2025Q2: 59,094 shares; 2025Q3: 56,695 shares; 2025Q4: 56,187 shares; 2026Q1: 57,978 shares 57,978 $10.1M 0.16% +1,791 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: 40,268 shares; 2024Q4: 41,472 shares; 2025Q1: 41,715 shares; 2025Q2: 41,929 shares; 2025Q3: 44,678 shares; 2025Q4: 42,006 shares; 2026Q1: 41,270 shares 41,270 $10M 0.16% -736 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,692 shares; 2025Q2: 106,521 shares; 2025Q3: 120,172 shares; 2025Q4: 124,739 shares; 2026Q1: 132,856 shares 132,856 $9.82M 0.16% +8,117 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,748 shares; 2024Q4: 27,973 shares; 2025Q1: 107,406 shares; 2025Q2: 129,513 shares; 2025Q3: 132,793 shares; 2025Q4: 134,914 shares; 2026Q1: 182,633 shares 182,633 $9.75M 0.16% +47,719 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: 742,028 shares; 2024Q4: 2,221,701 shares; 2025Q1: 336,136 shares; 2025Q2: 276,008 shares; 2025Q3: 416,487 shares; 2025Q4: 398,972 shares; 2026Q1: 377,338 shares 377,338 $9.67M 0.16% -21,634 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: 48,170 shares; 2024Q4: 68,263 shares; 2025Q1: 77,111 shares; 2025Q2: 72,565 shares; 2025Q3: 75,428 shares; 2025Q4: 75,777 shares; 2026Q1: 76,428 shares 76,428 $9.66M 0.16% +651 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: 146,302 shares; 2024Q4: 161,375 shares; 2025Q1: 182,962 shares; 2025Q2: 187,070 shares; 2025Q3: 185,886 shares; 2025Q4: 187,113 shares; 2026Q1: 198,073 shares 198,073 $9.66M 0.16% +10,960 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,747 shares; 2024Q4: 49,332 shares; 2025Q1: 124,744 shares; 2025Q2: 128,899 shares; 2025Q3: 132,488 shares; 2025Q4: 131,936 shares; 2026Q1: 82,398 shares 82,398 $9.47M 0.15% -49,538 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: 234,456 shares; 2024Q4: 1,079,576 shares; 2025Q1: 335,654 shares; 2025Q2: 309,196 shares; 2025Q3: 346,169 shares; 2025Q4: 336,483 shares; 2026Q1: 322,841 shares 322,841 $9.4M 0.15% -13,642 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: 27,505 shares; 2024Q4: 26,658 shares; 2025Q1: 27,656 shares; 2025Q2: 27,463 shares; 2025Q3: 26,788 shares; 2025Q4: 27,224 shares; 2026Q1: 27,445 shares 27,445 $9.38M 0.15% +221 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: 41,893 shares; 2024Q4: 52,924 shares; 2025Q1: 54,376 shares; 2025Q2: 63,450 shares; 2025Q3: 54,050 shares; 2025Q4: 56,521 shares; 2026Q1: 56,018 shares 56,018 $9.26M 0.15% -503 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: 25,801 shares; 2024Q4: 30,365 shares; 2025Q1: 34,567 shares; 2025Q2: 28,881 shares; 2025Q3: 28,096 shares; 2025Q4: 28,749 shares; 2026Q1: 49,073 shares 49,073 $9.16M 0.15% +20,324 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,831 shares; 2024Q4: 27,058 shares; 2025Q1: 28,999 shares; 2025Q2: 28,274 shares; 2025Q3: 26,064 shares; 2025Q4: 27,813 shares; 2026Q1: 145,134 shares 145,134 $8.86M 0.14% +117,321 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 11,592 shares; 2025Q1: 12,552 shares; 2025Q2: 13,138 shares; 2025Q3: 12,903 shares; 2025Q4: 13,889 shares; 2026Q1: 16,183 shares 16,183 $8.71M 0.14% +2,294 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,455 shares; 2025Q1: 198,976 shares; 2025Q2: 221,855 shares; 2025Q3: 231,972 shares; 2025Q4: 237,092 shares; 2026Q1: 243,865 shares 243,865 $8.68M 0.14% +6,773 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,076 shares; 2025Q3: 16,638 shares; 2025Q4: 20,598 shares; 2026Q1: 409,484 shares 409,484 $8.66M 0.14% +388,886 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: 23,177 shares; 2025Q1: 30,718 shares; 2025Q2: 33,196 shares; 2025Q3: 35,716 shares; 2025Q4: 40,544 shares; 2026Q1: 39,856 shares 39,856 $8.52M 0.14% -688 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 69,654 shares; 2025Q3: 211,990 shares; 2025Q4: 238,089 shares; 2026Q1: 317,718 shares 317,718 $8.49M 0.14% +79,629 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: not reported; 2024Q4: 104,026 shares; 2025Q1: 111,358 shares; 2025Q2: 118,415 shares; 2025Q3: 120,338 shares; 2025Q4: 131,183 shares; 2026Q1: 141,953 shares 141,953 $8.39M 0.14% +10,770 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: 32,160 shares; 2024Q4: 37,990 shares; 2025Q1: 38,529 shares; 2025Q2: 36,241 shares; 2025Q3: 34,889 shares; 2025Q4: 39,728 shares; 2026Q1: 38,662 shares 38,662 $8.31M 0.14% -1,066 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: 29,710 shares; 2024Q4: 31,534 shares; 2025Q1: 32,509 shares; 2025Q2: 27,541 shares; 2025Q3: 34,591 shares; 2025Q4: 33,225 shares; 2026Q1: 29,515 shares 29,515 $7.99M 0.13% -3,710 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: 18,767 shares; 2024Q4: 22,751 shares; 2025Q1: 19,900 shares; 2025Q2: 19,745 shares; 2025Q3: 19,593 shares; 2025Q4: 19,989 shares; 2026Q1: 18,546 shares 18,546 $7.91M 0.13% -1,443 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,288 shares 13,288 $7.88M 0.13% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,010 shares; 2024Q4: 22,083 shares; 2025Q1: 21,040 shares; 2025Q2: 21,226 shares; 2025Q3: 21,193 shares; 2025Q4: 21,723 shares; 2026Q1: 22,271 shares 22,271 $7.84M 0.13% +548 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 20,247 shares; 2025Q1: 21,244 shares; 2025Q2: 21,742 shares; 2025Q3: 22,148 shares; 2025Q4: 23,118 shares; 2026Q1: 24,006 shares 24,006 $7.82M 0.13% +888 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,997 shares; 2025Q1: 103,026 shares; 2025Q2: 104,295 shares; 2025Q3: 93,724 shares; 2025Q4: 82,833 shares; 2026Q1: 77,151 shares 77,151 $7.72M 0.13% -5,682 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,391 shares; 2024Q4: 20,656 shares; 2025Q1: 20,224 shares; 2025Q2: 20,914 shares; 2025Q3: 21,027 shares; 2025Q4: 21,577 shares; 2026Q1: 22,245 shares 22,245 $7.64M 0.12% +668 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: 18,140 shares; 2024Q4: 35,678 shares; 2025Q1: 34,045 shares; 2025Q2: 32,519 shares; 2025Q3: 32,377 shares; 2025Q4: 33,488 shares; 2026Q1: 32,098 shares 32,098 $7.58M 0.12% -1,390 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: 14,943 shares; 2024Q4: 13,844 shares; 2025Q1: 13,134 shares; 2025Q2: 13,945 shares; 2025Q3: 14,493 shares; 2025Q4: 12,863 shares; 2026Q1: 12,935 shares 12,935 $7.29M 0.12% +72 Timeline JCPB 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: 29,617 shares; 2025Q2: 49,017 shares; 2025Q3: 148,719 shares; 2025Q4: 149,334 shares; 2026Q1: 154,480 shares 154,480 $7.27M 0.12% +5,146 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,578 shares; 2025Q1: 30,973 shares; 2025Q2: 45,002 shares; 2025Q3: 48,666 shares; 2025Q4: 114,601 shares; 2026Q1: 145,291 shares 145,291 $7.17M 0.12% +30,690 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: 10,223 shares; 2024Q4: 11,996 shares; 2025Q1: 11,235 shares; 2025Q2: 11,423 shares; 2025Q3: 11,756 shares; 2025Q4: 12,048 shares; 2026Q1: 11,819 shares 11,819 $7.14M 0.12% -229 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,884 shares; 2025Q2: 19,549 shares; 2025Q3: 39,140 shares; 2025Q4: 51,555 shares; 2026Q1: 63,986 shares 63,986 $7.09M 0.12% +12,431 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,261 shares; 2025Q1: 11,739 shares; 2025Q2: 14,420 shares; 2025Q3: 26,033 shares; 2025Q4: 34,723 shares; 2026Q1: 22,156 shares 22,156 $7.05M 0.11% -12,567 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 12,899 shares; 2025Q1: 18,896 shares; 2025Q2: 12,153 shares; 2025Q3: 14,307 shares; 2025Q4: 14,179 shares; 2026Q1: 14,272 shares 14,272 $7.02M 0.11% +93 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: 7,769 shares; 2024Q4: 12,547 shares; 2025Q1: 21,204 shares; 2025Q2: 21,466 shares; 2025Q3: 22,729 shares; 2025Q4: 27,856 shares; 2026Q1: 28,968 shares 28,968 $6.95M 0.11% +1,112 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 9,049 shares; 2025Q1: 17,194 shares; 2025Q2: 20,223 shares; 2025Q3: 30,765 shares; 2025Q4: 29,090 shares; 2026Q1: 29,935 shares 29,935 $6.9M 0.11% +845 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: 48,393 shares; 2024Q4: 53,927 shares; 2025Q1: 56,117 shares; 2025Q2: 57,971 shares; 2025Q3: 63,319 shares; 2025Q4: 64,436 shares; 2026Q1: 60,220 shares 60,220 $6.83M 0.11% -4,216 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: 16,586 shares; 2024Q4: 17,243 shares; 2025Q1: 31,062 shares; 2025Q2: 18,307 shares; 2025Q3: 18,735 shares; 2025Q4: 18,529 shares; 2026Q1: 18,940 shares 18,940 $6.77M 0.11% +411 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,291 shares; 2025Q3: 132,441 shares; 2025Q4: 143,570 shares; 2026Q1: 187,357 shares 187,357 $6.73M 0.11% +43,787 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,893 shares; 2024Q4: 63,025 shares; 2025Q1: 36,540 shares; 2025Q2: 34,223 shares; 2025Q3: 30,202 shares; 2025Q4: 29,638 shares; 2026Q1: 123,663 shares 123,663 $6.69M 0.11% +94,025 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: 56,493 shares; 2024Q4: 62,923 shares; 2025Q1: 60,696 shares; 2025Q2: 54,072 shares; 2025Q3: 58,134 shares; 2025Q4: 55,426 shares; 2026Q1: 67,029 shares 67,029 $6.65M 0.11% +11,603 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: 34,185 shares; 2024Q4: 35,429 shares; 2025Q1: 36,263 shares; 2025Q2: 31,786 shares; 2025Q3: 32,625 shares; 2025Q4: 31,926 shares; 2026Q1: 34,194 shares 34,194 $6.64M 0.11% +2,268 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 11,363 shares; 2025Q1: 19,262 shares; 2025Q2: 22,930 shares; 2025Q3: 22,300 shares; 2025Q4: 23,380 shares; 2026Q1: 26,188 shares 26,188 $6.56M 0.11% +2,808 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: 10,061 shares; 2024Q4: 11,901 shares; 2025Q1: 13,363 shares; 2025Q2: 14,112 shares; 2025Q3: 15,139 shares; 2025Q4: 15,114 shares; 2026Q1: 16,677 shares 16,677 $6.51M 0.11% +1,563 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,833 shares; 2024Q4: 44,481 shares; 2025Q1: 43,895 shares; 2025Q2: 46,503 shares; 2025Q3: 46,532 shares; 2025Q4: 47,104 shares; 2026Q1: 46,812 shares 46,812 $6.48M 0.11% -292 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: 74,134 shares; 2024Q4: 120,971 shares; 2025Q1: 11,837 shares; 2025Q2: 10,227 shares; 2025Q3: 10,142 shares; 2025Q4: 10,477 shares; 2026Q1: 13,935 shares 13,935 $6.45M 0.1% +3,458 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,862 shares; 2024Q4: 62,493 shares; 2025Q1: 65,354 shares; 2025Q2: 59,726 shares; 2025Q3: 60,821 shares; 2025Q4: 60,423 shares; 2026Q1: 85,160 shares 85,160 $6.4M 0.1% +24,737 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,306 shares; 2024Q4: 172,997 shares; 2025Q1: 177,995 shares; 2025Q2: 185,715 shares; 2025Q3: 186,333 shares; 2025Q4: 181,933 shares; 2026Q1: 179,987 shares 179,987 $6.39M 0.1% -1,946 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: 7,576 shares; 2024Q4: 7,794 shares; 2025Q1: 6,780 shares; 2025Q2: 6,598 shares; 2025Q3: 7,062 shares; 2025Q4: 6,728 shares; 2026Q1: 7,372 shares 7,372 $6.38M 0.1% +644 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: 33,887 shares; 2024Q4: 41,540 shares; 2025Q1: 42,867 shares; 2025Q2: 42,541 shares; 2025Q3: 45,497 shares; 2025Q4: 44,526 shares; 2026Q1: 48,647 shares 48,647 $6.37M 0.1% +4,121 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: 25,306 shares; 2025Q3: 120,675 shares; 2025Q4: 180,403 shares; 2026Q1: 192,615 shares 192,615 $6.35M 0.1% +12,212 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: not reported; 2025Q2: 52,118 shares; 2025Q3: 153,275 shares; 2025Q4: 164,674 shares; 2026Q1: 174,795 shares 174,795 $6.33M 0.1% +10,121 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: 56,667 shares; 2024Q4: 72,895 shares; 2025Q1: 73,379 shares; 2025Q2: 85,084 shares; 2025Q3: 86,149 shares; 2025Q4: 69,038 shares; 2026Q1: 64,960 shares 64,960 $6.27M 0.1% -4,078 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,015 shares; 2024Q4: 864,905 shares; 2025Q1: 795,165 shares; 2025Q2: 786,903 shares; 2025Q3: 772,510 shares; 2025Q4: 743,474 shares; 2026Q1: 596,296 shares 596,296 $6.14M 0.1% -147,178 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: 75,085 shares; 2024Q4: 85,707 shares; 2025Q1: 89,050 shares; 2025Q2: 89,849 shares; 2025Q3: 85,396 shares; 2025Q4: 92,527 shares; 2026Q1: 100,445 shares 100,445 $6.09M 0.1% +7,918 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: 33,291 shares; 2024Q4: 35,039 shares; 2025Q1: 38,050 shares; 2025Q2: 37,634 shares; 2025Q3: 38,056 shares; 2025Q4: 39,280 shares; 2026Q1: 41,004 shares 41,004 $6.07M 0.1% +1,724 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: 241,689 shares; 2024Q4: 214,207 shares; 2025Q1: 224,184 shares; 2025Q2: 274,974 shares; 2025Q3: 267,788 shares; 2025Q4: 216,700 shares; 2026Q1: 208,624 shares 208,624 $6.05M 0.1% -8,076 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: 73,503 shares; 2024Q4: 78,368 shares; 2025Q1: 80,437 shares; 2025Q2: 78,652 shares; 2025Q3: 75,134 shares; 2025Q4: 76,465 shares; 2026Q1: 75,846 shares 75,846 $6.04M 0.1% -619 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: 31,392 shares; 2024Q4: 33,450 shares; 2025Q1: 35,542 shares; 2025Q2: 34,464 shares; 2025Q3: 35,469 shares; 2025Q4: 36,618 shares; 2026Q1: 36,701 shares 36,701 $5.86M 0.1% +83 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: 4,307 shares; 2024Q4: 4,715 shares; 2025Q1: 3,937 shares; 2025Q2: 3,835 shares; 2025Q3: 3,820 shares; 2025Q4: 3,938 shares; 2026Q1: 3,980 shares 3,980 $5.86M 0.1% +42 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: 32,655 shares; 2025Q1: 43,874 shares; 2025Q2: 44,663 shares; 2025Q3: 44,400 shares; 2025Q4: 44,495 shares; 2026Q1: 47,629 shares 47,629 $5.85M 0.1% +3,134 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 12,465 shares; 2025Q1: 12,010 shares; 2025Q2: 16,529 shares; 2025Q3: 21,501 shares; 2025Q4: 30,060 shares; 2026Q1: 26,685 shares 26,685 $5.84M 0.09% -3,375 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301,527 shares; 2024Q4: 1,378,806 shares; 2025Q1: 447,681 shares; 2025Q2: 353,222 shares; 2025Q3: 355,780 shares; 2025Q4: 331,050 shares; 2026Q1: 234,628 shares 234,628 $5.81M 0.09% -96,422 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,437 shares; 2025Q1: 4,551 shares; 2025Q2: 66,776 shares; 2025Q3: 64,269 shares; 2025Q4: 63,749 shares; 2026Q1: 62,631 shares 62,631 $5.78M 0.09% -1,118 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: 12,194 shares; 2024Q4: 12,887 shares; 2025Q1: 12,370 shares; 2025Q2: 14,048 shares; 2025Q3: 12,517 shares; 2025Q4: 12,304 shares; 2026Q1: 14,716 shares 14,716 $5.77M 0.09% +2,412 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: 70,244 shares; 2024Q4: 218,320 shares; 2025Q1: 208,941 shares; 2025Q2: 202,107 shares; 2025Q3: 190,458 shares; 2025Q4: 186,404 shares; 2026Q1: 187,305 shares 187,305 $5.75M 0.09% +901 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: 28,729 shares; 2024Q4: 26,876 shares; 2025Q1: 44,668 shares; 2025Q2: 71,834 shares; 2025Q3: 83,875 shares; 2025Q4: 71,133 shares; 2026Q1: 56,474 shares 56,474 $5.68M 0.09% -14,659 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,298 shares; 2025Q3: 147,042 shares; 2025Q4: 148,221 shares; 2026Q1: 215,320 shares 215,320 $5.65M 0.09% +67,099 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: 29,304 shares; 2024Q4: 121,060 shares; 2025Q1: 108,206 shares; 2025Q2: 113,581 shares; 2025Q3: 107,257 shares; 2025Q4: 98,511 shares; 2026Q1: 97,996 shares 97,996 $5.65M 0.09% -515 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: 30,409 shares; 2024Q4: 29,680 shares; 2025Q1: 42,927 shares; 2025Q2: 43,719 shares; 2025Q3: 44,334 shares; 2025Q4: 43,499 shares; 2026Q1: 43,692 shares 43,692 $5.63M 0.09% +193 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,400 shares; 2024Q4: 64,666 shares; 2025Q1: 42,369 shares; 2025Q2: 40,670 shares; 2025Q3: 51,079 shares; 2025Q4: 56,964 shares; 2026Q1: 57,744 shares 57,744 $5.61M 0.09% +780 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 18,483 shares; 2025Q1: 19,217 shares; 2025Q2: 21,219 shares; 2025Q3: 23,386 shares; 2025Q4: 25,159 shares; 2026Q1: 25,735 shares 25,735 $5.58M 0.09% +576 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: 12,368 shares; 2024Q4: 16,812 shares; 2025Q1: 17,764 shares; 2025Q2: 16,502 shares; 2025Q3: 17,726 shares; 2025Q4: 16,513 shares; 2026Q1: 17,522 shares 17,522 $5.57M 0.09% +1,009 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 5,906 shares; 2025Q1: 6,078 shares; 2025Q2: 7,706 shares; 2025Q3: 8,443 shares; 2025Q4: 8,159 shares; 2026Q1: 8,107 shares 8,107 $5.53M 0.09% -52 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: 10,536 shares; 2024Q4: 10,380 shares; 2025Q1: 16,854 shares; 2025Q2: 24,883 shares; 2025Q3: 22,837 shares; 2025Q4: 11,133 shares; 2026Q1: 11,997 shares 11,997 $5.53M 0.09% +864 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: 154,187 shares; 2024Q4: 155,201 shares; 2025Q1: 156,259 shares; 2025Q2: 150,282 shares; 2025Q3: 147,744 shares; 2025Q4: 141,444 shares; 2026Q1: 141,654 shares 141,654 $5.5M 0.09% +210 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: 10,863 shares; 2024Q4: 12,452 shares; 2025Q1: 21,025 shares; 2025Q2: 12,961 shares; 2025Q3: 13,669 shares; 2025Q4: 13,426 shares; 2026Q1: 12,661 shares 12,661 $5.47M 0.09% -765 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: 25,652 shares; 2024Q4: 26,705 shares; 2025Q1: 27,161 shares; 2025Q2: 25,220 shares; 2025Q3: 24,801 shares; 2025Q4: 25,407 shares; 2026Q1: 26,264 shares 26,264 $5.47M 0.09% +857 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: 22,082 shares; 2024Q4: 33,493 shares; 2025Q1: 36,877 shares; 2025Q2: 31,871 shares; 2025Q3: 31,368 shares; 2025Q4: 29,941 shares; 2026Q1: 28,436 shares 28,436 $5.46M 0.09% -1,505 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: 149,181 shares; 2024Q4: 154,450 shares; 2025Q1: 131,782 shares; 2025Q2: 115,501 shares; 2025Q3: 116,768 shares; 2025Q4: 109,226 shares; 2026Q1: 108,146 shares 108,146 $5.43M 0.09% -1,080 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: 25,924 shares; 2024Q4: 26,129 shares; 2025Q1: 25,454 shares; 2025Q2: 25,306 shares; 2025Q3: 25,101 shares; 2025Q4: 24,475 shares; 2026Q1: 24,541 shares 24,541 $5.33M 0.09% +66 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: 56,241 shares; 2024Q4: 72,746 shares; 2025Q1: 43,693 shares; 2025Q2: 44,163 shares; 2025Q3: 69,035 shares; 2025Q4: 70,137 shares; 2026Q1: 77,538 shares 77,538 $5.28M 0.09% +7,401 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: 53,728 shares; 2024Q4: 72,605 shares; 2025Q1: 54,889 shares; 2025Q2: 54,695 shares; 2025Q3: 43,235 shares; 2025Q4: 27,701 shares; 2026Q1: 47,372 shares 47,372 $5.28M 0.09% +19,671 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: 48,817 shares; 2024Q4: 55,773 shares; 2025Q1: 62,322 shares; 2025Q2: 59,155 shares; 2025Q3: 59,548 shares; 2025Q4: 56,755 shares; 2026Q1: 54,489 shares 54,489 $5.25M 0.09% -2,266 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,668 shares; 2024Q4: 126,143 shares; 2025Q1: 122,346 shares; 2025Q2: 128,414 shares; 2025Q3: 121,897 shares; 2025Q4: 122,685 shares; 2026Q1: 136,533 shares 136,533 $5.22M 0.08% +13,848 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,044 shares; 2024Q4: 125,378 shares; 2025Q1: 122,715 shares; 2025Q2: 126,148 shares; 2025Q3: 171,813 shares; 2025Q4: 177,271 shares; 2026Q1: 179,482 shares 179,482 $5.22M 0.08% +2,211 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,755 shares; 2025Q2: 98,259 shares; 2025Q3: 97,938 shares; 2025Q4: 88,055 shares; 2026Q1: 110,952 shares 110,952 $5.21M 0.08% +22,897 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,705 shares; 2024Q4: 308,277 shares; 2025Q1: 313,048 shares; 2025Q2: 301,061 shares; 2025Q3: 287,784 shares; 2025Q4: 263,309 shares; 2026Q1: 267,887 shares 267,887 $5.17M 0.08% +4,578 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: 20,416 shares; 2024Q4: 21,632 shares; 2025Q1: 22,520 shares; 2025Q2: 23,696 shares; 2025Q3: 24,457 shares; 2025Q4: 24,876 shares; 2026Q1: 25,714 shares 25,714 $5.12M 0.08% +838 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: 28,218 shares; 2024Q4: 28,909 shares; 2025Q1: 31,015 shares; 2025Q2: 32,551 shares; 2025Q3: 30,105 shares; 2025Q4: 26,269 shares; 2026Q1: 25,631 shares 25,631 $5.08M 0.08% -638 Timeline JPUS 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: 37,295 shares; 2024Q4: 39,926 shares; 2025Q1: 45,092 shares; 2025Q2: 46,957 shares; 2025Q3: 51,262 shares; 2025Q4: 39,152 shares; 2026Q1: 38,820 shares 38,820 $5.05M 0.08% -332 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: 12,903 shares; 2024Q4: 16,064 shares; 2025Q1: 16,681 shares; 2025Q2: 16,259 shares; 2025Q3: 16,848 shares; 2025Q4: 17,184 shares; 2026Q1: 16,593 shares 16,593 $5.02M 0.08% -591 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: 26,999 shares; 2024Q4: 37,999 shares; 2025Q1: 34,909 shares; 2025Q2: 35,780 shares; 2025Q3: 37,285 shares; 2025Q4: 36,647 shares; 2026Q1: 35,667 shares 35,667 $4.97M 0.08% -980 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: 46,578 shares; 2024Q4: 134,913 shares; 2025Q1: 132,817 shares; 2025Q2: 135,653 shares; 2025Q3: 179,545 shares; 2025Q4: 184,016 shares; 2026Q1: 199,625 shares 199,625 $4.94M 0.08% +15,609 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: 40,503 shares; 2024Q4: 53,508 shares; 2025Q1: 56,993 shares; 2025Q2: 60,749 shares; 2025Q3: 59,945 shares; 2025Q4: 62,519 shares; 2026Q1: 91,023 shares 91,023 $4.92M 0.08% +28,504 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 9,083 shares; 2025Q1: 8,414 shares; 2025Q2: 8,143 shares; 2025Q3: 8,097 shares; 2025Q4: 8,301 shares; 2026Q1: 7,890 shares 7,890 $4.87M 0.08% -411 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,258 shares; 2025Q3: 96,839 shares; 2025Q4: 118,180 shares; 2026Q1: 162,865 shares 162,865 $4.86M 0.08% +44,685 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,835 shares; 2024Q4: 423,861 shares; 2025Q1: 413,083 shares; 2025Q2: 409,908 shares; 2025Q3: 407,697 shares; 2025Q4: 399,973 shares; 2026Q1: 281,070 shares 281,070 $4.81M 0.08% -118,903 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 21,499 shares; 2025Q1: 23,916 shares; 2025Q2: 22,107 shares; 2025Q3: 21,116 shares; 2025Q4: 20,111 shares; 2026Q1: 19,144 shares 19,144 $4.8M 0.08% -967 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 19,962 shares; 2025Q1: 19,612 shares; 2025Q2: 20,666 shares; 2025Q3: 21,362 shares; 2025Q4: 19,354 shares; 2026Q1: 20,389 shares 20,389 $4.73M 0.08% +1,035 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: 15,866 shares; 2024Q4: 16,459 shares; 2025Q1: 16,594 shares; 2025Q2: 16,963 shares; 2025Q3: 18,319 shares; 2025Q4: 36,397 shares; 2026Q1: 35,280 shares 35,280 $4.69M 0.08% -1,117 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,045 shares; 2024Q4: 58,590 shares; 2025Q1: 51,316 shares; 2025Q2: 50,877 shares; 2025Q3: 50,258 shares; 2025Q4: 49,939 shares; 2026Q1: 50,326 shares 50,326 $4.67M 0.08% +387 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 5,740 shares; 2025Q1: 6,059 shares; 2025Q2: 7,206 shares; 2025Q3: 5,817 shares; 2025Q4: 5,599 shares; 2026Q1: 8,478 shares 8,478 $4.65M 0.08% +2,879 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,512 shares; 2024Q4: 112,682 shares; 2025Q1: 117,456 shares; 2025Q2: 114,489 shares; 2025Q3: 111,999 shares; 2025Q4: 108,980 shares; 2026Q1: 122,735 shares 122,735 $4.64M 0.08% +13,755 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,495 shares; 2026Q1: 91,442 shares 91,442 $4.55M 0.07% +58,947 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: 42,524 shares; 2024Q4: 41,813 shares; 2025Q1: 39,652 shares; 2025Q2: 38,030 shares; 2025Q3: 38,406 shares; 2025Q4: 76,611 shares; 2026Q1: 74,064 shares 74,064 $4.54M 0.07% -2,547 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: 41,020 shares; 2024Q4: 40,987 shares; 2025Q1: 41,314 shares; 2025Q2: 37,587 shares; 2025Q3: 45,788 shares; 2025Q4: 46,738 shares; 2026Q1: 49,858 shares 49,858 $4.51M 0.07% +3,120 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: 12,200 shares; 2024Q4: 14,762 shares; 2025Q1: 55,222 shares; 2025Q2: 63,122 shares; 2025Q3: 61,545 shares; 2025Q4: 43,599 shares; 2026Q1: 21,271 shares 21,271 $4.47M 0.07% -22,328 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: 201,782 shares; 2024Q4: 202,028 shares; 2025Q1: 191,845 shares; 2025Q2: 187,356 shares; 2025Q3: 181,052 shares; 2025Q4: 152,223 shares; 2026Q1: 158,875 shares 158,875 $4.46M 0.07% +6,652 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 9,594 shares; 2025Q1: 10,491 shares; 2025Q2: 9,269 shares; 2025Q3: 10,427 shares; 2025Q4: 10,429 shares; 2026Q1: 10,597 shares 10,597 $4.42M 0.07% +168 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: 27,651 shares; 2024Q4: 31,738 shares; 2025Q1: 30,485 shares; 2025Q2: 32,659 shares; 2025Q3: 43,003 shares; 2025Q4: 43,353 shares; 2026Q1: 45,992 shares 45,992 $4.37M 0.07% +2,639 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,830 shares; 2024Q4: 42,213 shares; 2025Q1: 44,327 shares; 2025Q2: 44,592 shares; 2025Q3: 46,240 shares; 2025Q4: 47,533 shares; 2026Q1: 50,119 shares 50,119 $4.34M 0.07% +2,586 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,763 shares; 2024Q4: 109,346 shares; 2025Q1: 108,544 shares; 2025Q2: 123,623 shares; 2025Q3: 108,235 shares; 2025Q4: 88,570 shares; 2026Q1: 167,488 shares 167,488 $4.27M 0.07% +78,918 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 103,366 shares; 2025Q1: 105,086 shares; 2025Q2: 100,651 shares; 2025Q3: 115,203 shares; 2025Q4: 120,853 shares; 2026Q1: 128,792 shares 128,792 $4.24M 0.07% +7,939 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: 20,187 shares; 2024Q4: 31,668 shares; 2025Q1: 30,905 shares; 2025Q2: 30,708 shares; 2025Q3: 30,801 shares; 2025Q4: 30,282 shares; 2026Q1: 29,792 shares 29,792 $4.24M 0.07% -490 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,859 shares; 2024Q4: 34,907 shares; 2025Q1: 35,093 shares; 2025Q2: 37,492 shares; 2025Q3: 37,328 shares; 2025Q4: 37,697 shares; 2026Q1: 38,501 shares 38,501 $4.22M 0.07% +804 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: 11,923 shares; 2024Q4: 12,175 shares; 2025Q1: 14,686 shares; 2025Q2: 14,589 shares; 2025Q3: 14,472 shares; 2025Q4: 14,128 shares; 2026Q1: 14,433 shares 14,433 $4.14M 0.07% +305 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 12,577 shares; 2025Q1: 12,346 shares; 2025Q2: 13,295 shares; 2025Q3: 13,160 shares; 2025Q4: 13,391 shares; 2026Q1: 13,996 shares 13,996 $4.13M 0.07% +605 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 14,117 shares; 2025Q1: 15,244 shares; 2025Q2: 15,244 shares; 2025Q3: 17,260 shares; 2025Q4: 36,991 shares; 2026Q1: 161,468 shares 161,468 $4.13M 0.07% +124,477 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,885 shares; 2025Q3: 88,642 shares; 2025Q4: 85,696 shares; 2026Q1: 79,534 shares 79,534 $4.1M 0.07% -6,162 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 723 shares; 2025Q1: 893 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 901 shares; 2026Q1: 957 shares 957 $4.03M 0.07% +56 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,200 shares; 2024Q4: 40,367 shares; 2025Q1: 36,867 shares; 2025Q2: 36,867 shares; 2025Q3: 36,867 shares; 2025Q4: 36,956 shares; 2026Q1: 86,932 shares 86,932 $4.01M 0.07% +49,976 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,582 shares; 2024Q4: 117,066 shares; 2025Q1: 116,260 shares; 2025Q2: 116,233 shares; 2025Q3: 114,400 shares; 2025Q4: 113,600 shares; 2026Q1: 115,621 shares 115,621 $3.99M 0.06% +2,021 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,791 shares; 2024Q4: 125,668 shares; 2025Q1: 133,239 shares; 2025Q2: 130,277 shares; 2025Q3: 109,059 shares; 2025Q4: 106,510 shares; 2026Q1: 101,149 shares 101,149 $3.99M 0.06% -5,361 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: 38,218 shares; 2024Q4: 35,734 shares; 2025Q1: 37,719 shares; 2025Q2: 38,504 shares; 2025Q3: 40,131 shares; 2025Q4: 41,250 shares; 2026Q1: 42,042 shares 42,042 $3.95M 0.06% +792 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: 5,851 shares; 2024Q4: 8,600 shares; 2025Q1: 8,444 shares; 2025Q2: 19,826 shares; 2025Q3: 53,724 shares; 2025Q4: 59,297 shares; 2026Q1: 66,707 shares 66,707 $3.95M 0.06% +7,410 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: 116,983 shares; 2024Q4: 132,836 shares; 2025Q1: 53,416 shares; 2025Q2: 53,936 shares; 2025Q3: 34,957 shares; 2025Q4: 33,743 shares; 2026Q1: 74,827 shares 74,827 $3.93M 0.06% +41,084 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: 20,728 shares; 2024Q4: 22,381 shares; 2025Q1: 24,065 shares; 2025Q2: 26,240 shares; 2025Q3: 28,765 shares; 2025Q4: 27,689 shares; 2026Q1: 29,383 shares 29,383 $3.85M 0.06% +1,694 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: 33,164 shares; 2024Q4: 32,600 shares; 2025Q1: 33,128 shares; 2025Q2: 31,640 shares; 2025Q3: 30,199 shares; 2025Q4: 30,201 shares; 2026Q1: 29,319 shares 29,319 $3.84M 0.06% -882 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: 34,545 shares; 2024Q4: 34,828 shares; 2025Q1: 37,523 shares; 2025Q2: 26,232 shares; 2025Q3: 25,666 shares; 2025Q4: 24,494 shares; 2026Q1: 22,484 shares 22,484 $3.8M 0.06% -2,010 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: 38,245 shares; 2024Q4: 48,206 shares; 2025Q1: 41,499 shares; 2025Q2: 41,855 shares; 2025Q3: 41,848 shares; 2025Q4: 40,805 shares; 2026Q1: 42,445 shares 42,445 $3.8M 0.06% +1,640 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: 6,788 shares; 2024Q4: 9,069 shares; 2025Q1: 9,640 shares; 2025Q2: 9,646 shares; 2025Q3: 11,532 shares; 2025Q4: 12,353 shares; 2026Q1: 13,424 shares 13,424 $3.75M 0.06% +1,071 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,307 shares; 2024Q4: 42,963 shares; 2025Q1: 40,339 shares; 2025Q2: 39,942 shares; 2025Q3: 30,947 shares; 2025Q4: 21,515 shares; 2026Q1: 20,290 shares 20,290 $3.68M 0.06% -1,225 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,530 shares; 2024Q4: 56,005 shares; 2025Q1: 54,326 shares; 2025Q2: 53,640 shares; 2025Q3: 53,217 shares; 2025Q4: 52,562 shares; 2026Q1: 51,866 shares 51,866 $3.68M 0.06% -696 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 52,179 shares; 2025Q1: 51,987 shares; 2025Q2: 56,788 shares; 2025Q3: 118,327 shares; 2025Q4: 118,156 shares; 2026Q1: 116,449 shares 116,449 $3.61M 0.06% -1,707 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: 13,609 shares; 2024Q4: 13,930 shares; 2025Q1: 14,477 shares; 2025Q2: 15,009 shares; 2025Q3: 18,390 shares; 2025Q4: 19,058 shares; 2026Q1: 17,644 shares 17,644 $3.58M 0.06% -1,414 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: 43,438 shares; 2024Q4: 41,854 shares; 2025Q1: 44,837 shares; 2025Q2: 40,768 shares; 2025Q3: 40,181 shares; 2025Q4: 39,985 shares; 2026Q1: 156,058 shares 156,058 $3.58M 0.06% +116,073 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,067 shares; 2025Q3: 57,973 shares; 2025Q4: 59,890 shares; 2026Q1: 73,441 shares 73,441 $3.52M 0.06% +13,551 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 16,677 shares; 2025Q1: 15,518 shares; 2025Q2: 14,896 shares; 2025Q3: 20,356 shares; 2025Q4: 22,425 shares; 2026Q1: 23,810 shares 23,810 $3.49M 0.06% +1,385 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: 60,022 shares; 2024Q4: 55,659 shares; 2025Q1: 19,927 shares; 2025Q2: 40,432 shares; 2025Q3: 42,361 shares; 2025Q4: 18,393 shares; 2026Q1: 40,154 shares 40,154 $3.48M 0.06% +21,761 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 32,324 shares; 2025Q1: 33,325 shares; 2025Q2: 38,700 shares; 2025Q3: 38,677 shares; 2025Q4: 38,866 shares; 2026Q1: 37,872 shares 37,872 $3.48M 0.06% -994 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: 20,327 shares; 2024Q4: 28,860 shares; 2025Q1: 27,445 shares; 2025Q2: 29,319 shares; 2025Q3: 29,258 shares; 2025Q4: 25,176 shares; 2026Q1: 26,325 shares 26,325 $3.47M 0.06% +1,149 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: 96,563 shares; 2024Q4: 93,748 shares; 2025Q1: 90,164 shares; 2025Q2: 88,950 shares; 2025Q3: 86,845 shares; 2025Q4: 86,022 shares; 2026Q1: 76,996 shares 76,996 $3.47M 0.06% -9,026 Timeline FV 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: 77,522 shares; 2024Q4: 77,732 shares; 2025Q1: 78,451 shares; 2025Q2: 77,991 shares; 2025Q3: 72,074 shares; 2025Q4: 65,015 shares; 2026Q1: 57,176 shares 57,176 $3.46M 0.06% -7,839 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,105 shares; 2025Q1: 16,342 shares; 2025Q2: 22,363 shares; 2025Q3: 31,147 shares; 2025Q4: 30,955 shares; 2026Q1: 34,299 shares 34,299 $3.45M 0.06% +3,344 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,777 shares; 2025Q1: 3,618 shares; 2025Q2: 5,716 shares; 2025Q3: 5,725 shares; 2025Q4: 5,435 shares; 2026Q1: 7,216 shares 7,216 $3.42M 0.06% +1,781 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: 8,660 shares; 2024Q4: 7,976 shares; 2025Q1: 10,973 shares; 2025Q2: 22,112 shares; 2025Q3: 31,448 shares; 2025Q4: 34,299 shares; 2026Q1: 31,483 shares 31,483 $3.41M 0.06% -2,816 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: 24,339 shares; 2024Q4: 40,851 shares; 2025Q1: 21,307 shares; 2025Q2: 8,969 shares; 2025Q3: 7,731 shares; 2025Q4: 6,302 shares; 2026Q1: 35,351 shares 35,351 $3.37M 0.05% +29,049 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: 16,969 shares; 2024Q4: 13,712 shares; 2025Q1: 13,584 shares; 2025Q2: 12,552 shares; 2025Q3: 11,770 shares; 2025Q4: 14,877 shares; 2026Q1: 13,601 shares 13,601 $3.37M 0.05% -1,276 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: 40,212 shares; 2024Q4: 37,307 shares; 2025Q1: 35,382 shares; 2025Q2: 32,347 shares; 2025Q3: 30,056 shares; 2025Q4: 31,634 shares; 2026Q1: 33,945 shares 33,945 $3.36M 0.05% +2,311 Timeline GSLC 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: 24,921 shares; 2024Q4: 25,567 shares; 2025Q1: 25,490 shares; 2025Q2: 25,374 shares; 2025Q3: 25,317 shares; 2025Q4: 26,631 shares; 2026Q1: 26,701 shares 26,701 $3.34M 0.05% +70 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 5,330 shares; 2025Q1: 5,587 shares; 2025Q2: 5,594 shares; 2025Q3: 5,603 shares; 2025Q4: 5,679 shares; 2026Q1: 5,946 shares 5,946 $3.34M 0.05% +267 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,915 shares; 2024Q4: 21,287 shares; 2025Q1: 19,594 shares; 2025Q2: 18,161 shares; 2025Q3: 17,431 shares; 2025Q4: 17,841 shares; 2026Q1: 17,580 shares 17,580 $3.33M 0.05% -261 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 13,783 shares; 2025Q1: 13,579 shares; 2025Q2: 13,685 shares; 2025Q3: 13,740 shares; 2025Q4: 16,645 shares; 2026Q1: 15,564 shares 15,564 $3.33M 0.05% -1,081 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 64,880 shares; 2025Q1: 59,682 shares; 2025Q2: 56,336 shares; 2025Q3: 64,101 shares; 2025Q4: 65,481 shares; 2026Q1: 65,321 shares 65,321 $3.32M 0.05% -160 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,433 shares; 2024Q4: 128,264 shares; 2025Q1: 125,259 shares; 2025Q2: 126,088 shares; 2025Q3: 126,048 shares; 2025Q4: 121,721 shares; 2026Q1: 114,862 shares 114,862 $3.31M 0.05% -6,859 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: 18,868 shares; 2024Q4: 21,927 shares; 2025Q1: 26,570 shares; 2025Q2: 27,858 shares; 2025Q3: 26,593 shares; 2025Q4: 26,403 shares; 2026Q1: 27,617 shares 27,617 $3.28M 0.05% +1,214 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,992 shares; 2024Q4: 86,430 shares; 2025Q1: 94,519 shares; 2025Q2: 92,389 shares; 2025Q3: 94,743 shares; 2025Q4: 93,170 shares; 2026Q1: 97,462 shares 97,462 $3.27M 0.05% +4,292 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,331 shares; 2025Q1: 23,447 shares; 2025Q2: 25,462 shares; 2025Q3: 25,552 shares; 2025Q4: 25,886 shares; 2026Q1: 9,787 shares 9,787 $3.22M 0.05% -16,099 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,924 shares; 2025Q3: 83,020 shares; 2025Q4: 82,953 shares; 2026Q1: 81,489 shares 81,489 $3.21M 0.05% -1,464 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,276 shares; 2024Q4: 23,925 shares; 2025Q1: 10,824 shares; 2025Q2: 10,944 shares; 2025Q3: 10,805 shares; 2025Q4: 10,083 shares; 2026Q1: 9,691 shares 9,691 $3.19M 0.05% -392 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: 22,143 shares; 2024Q4: 30,076 shares; 2025Q1: 41,372 shares; 2025Q2: 51,603 shares; 2025Q3: 61,192 shares; 2025Q4: 66,606 shares; 2026Q1: 60,894 shares 60,894 $3.16M 0.05% -5,712 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: 33,635 shares; 2024Q4: 33,364 shares; 2025Q1: 35,081 shares; 2025Q2: 34,334 shares; 2025Q3: 42,550 shares; 2025Q4: 44,332 shares; 2026Q1: 43,558 shares 43,558 $3.13M 0.05% -774 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: 14,182 shares; 2024Q4: 18,036 shares; 2025Q1: 18,914 shares; 2025Q2: 21,215 shares; 2025Q3: 19,645 shares; 2025Q4: 19,203 shares; 2026Q1: 19,809 shares 19,809 $3.12M 0.05% +606 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,730 shares; 2024Q4: 12,823 shares; 2025Q1: 14,458 shares; 2025Q2: 13,355 shares; 2025Q3: 12,330 shares; 2025Q4: 11,682 shares; 2026Q1: 11,959 shares 11,959 $3.11M 0.05% +277 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: 19,391 shares; 2024Q4: 11,705 shares; 2025Q1: 12,408 shares; 2025Q2: 12,822 shares; 2025Q3: 13,089 shares; 2025Q4: 21,205 shares; 2026Q1: 24,818 shares 24,818 $3.1M 0.05% +3,613 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 4,600 shares; 2025Q3: 7,475 shares; 2025Q4: 7,489 shares; 2026Q1: 7,524 shares 7,524 $3.07M 0.05% +35 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: 14,281 shares; 2024Q4: 14,508 shares; 2025Q1: 18,211 shares; 2025Q2: 19,728 shares; 2025Q3: 15,002 shares; 2025Q4: 13,444 shares; 2026Q1: 10,482 shares 10,482 $3.04M 0.05% -2,962 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: 136,388 shares; 2024Q4: 147,703 shares; 2025Q1: 190,953 shares; 2025Q2: 34,324 shares; 2025Q3: 30,753 shares; 2025Q4: 28,067 shares; 2026Q1: 28,517 shares 28,517 $3.03M 0.05% +450 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,342 shares; 2024Q4: 34,501 shares; 2025Q1: 35,454 shares; 2025Q2: 34,295 shares; 2025Q3: 36,350 shares; 2025Q4: 35,953 shares; 2026Q1: 36,354 shares 36,354 $3.01M 0.05% +401 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: 52,994 shares; 2024Q4: 69,044 shares; 2025Q1: 72,856 shares; 2025Q2: 61,681 shares; 2025Q3: 64,269 shares; 2025Q4: 64,476 shares; 2026Q1: 73,268 shares 73,268 $3.01M 0.05% +8,792 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,658 shares; 2024Q4: 21,037 shares; 2025Q1: 21,324 shares; 2025Q2: 22,310 shares; 2025Q3: 21,894 shares; 2025Q4: 21,751 shares; 2026Q1: 20,688 shares 20,688 $3M 0.05% -1,063 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 9,123 shares; 2025Q1: 9,385 shares; 2025Q2: 9,661 shares; 2025Q3: 9,495 shares; 2025Q4: 10,398 shares; 2026Q1: 10,396 shares 10,396 $2.98M 0.05% -2 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,549 shares; 2025Q2: 83,865 shares; 2025Q3: 41,869 shares; 2025Q4: 45,504 shares; 2026Q1: 98,295 shares 98,295 $2.97M 0.05% +52,791 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,958 shares; 2024Q4: 90,487 shares; 2025Q1: 93,768 shares; 2025Q2: 59,098 shares; 2025Q3: 58,478 shares; 2025Q4: 49,180 shares; 2026Q1: 60,554 shares 60,554 $2.96M 0.05% +11,374 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: 1,592 shares; 2024Q4: 1,722 shares; 2025Q1: 3,494 shares; 2025Q2: 3,348 shares; 2025Q3: 3,463 shares; 2025Q4: 3,567 shares; 2026Q1: 3,831 shares 3,831 $2.96M 0.05% +264 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 14,252 shares; 2025Q1: 14,508 shares; 2025Q2: 15,638 shares; 2025Q3: 15,825 shares; 2025Q4: 15,158 shares; 2026Q1: 14,761 shares 14,761 $2.93M 0.05% -397 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 736 shares; 2025Q1: 792 shares; 2025Q2: 1,557 shares; 2025Q3: 1,437 shares; 2025Q4: 1,689 shares; 2026Q1: 2,101 shares 2,101 $2.9M 0.05% +412 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,571 shares; 2024Q4: 25,317 shares; 2025Q1: 29,616 shares; 2025Q2: 29,316 shares; 2025Q3: 33,541 shares; 2025Q4: 33,177 shares; 2026Q1: 33,459 shares 33,459 $2.85M 0.05% +282 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,785 shares; 2024Q4: 11,707 shares; 2025Q1: 12,871 shares; 2025Q2: 13,346 shares; 2025Q3: 14,435 shares; 2025Q4: 13,692 shares; 2026Q1: 13,298 shares 13,298 $2.85M 0.05% -394 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: 23,104 shares; 2024Q4: 25,515 shares; 2025Q1: 25,080 shares; 2025Q2: 25,087 shares; 2025Q3: 25,875 shares; 2025Q4: 29,315 shares; 2026Q1: 29,169 shares 29,169 $2.84M 0.05% -146 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,964 shares; 2025Q3: 17,715 shares; 2025Q4: 19,665 shares; 2026Q1: 25,137 shares 25,137 $2.82M 0.05% +5,472 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: 21,898 shares; 2024Q4: 24,105 shares; 2025Q1: 25,103 shares; 2025Q2: 27,451 shares; 2025Q3: 30,560 shares; 2025Q4: 60,951 shares; 2026Q1: 61,139 shares 61,139 $2.81M 0.05% +188 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,101 shares; 2025Q1: 7,778 shares; 2025Q2: 12,325 shares; 2025Q3: 14,017 shares; 2025Q4: 14,531 shares; 2026Q1: 15,322 shares 15,322 $2.8M 0.05% +791 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: 18,638 shares; 2024Q4: 48,572 shares; 2025Q1: 44,868 shares; 2025Q2: 44,705 shares; 2025Q3: 50,267 shares; 2025Q4: 29,593 shares; 2026Q1: 28,394 shares 28,394 $2.79M 0.05% -1,199 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,354 shares; 2024Q4: 26,065 shares; 2025Q1: 27,093 shares; 2025Q2: 27,613 shares; 2025Q3: 21,356 shares; 2025Q4: 18,148 shares; 2026Q1: 19,157 shares 19,157 $2.77M 0.05% +1,009 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 18,191 shares; 2025Q1: 18,767 shares; 2025Q2: 16,015 shares; 2025Q3: 17,759 shares; 2025Q4: 21,115 shares; 2026Q1: 20,138 shares 20,138 $2.76M 0.04% -977 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 19,293 shares; 2025Q1: 24,473 shares; 2025Q2: 18,884 shares; 2025Q3: 20,035 shares; 2025Q4: 19,417 shares; 2026Q1: 21,012 shares 21,012 $2.75M 0.04% +1,595 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: 49,157 shares; 2024Q4: 54,502 shares; 2025Q1: 53,112 shares; 2025Q2: 55,048 shares; 2025Q3: 58,224 shares; 2025Q4: 57,744 shares; 2026Q1: 59,621 shares 59,621 $2.74M 0.04% +1,877 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 31,487 shares; 2025Q4: 26,744 shares; 2026Q1: 58,214 shares 58,214 $2.73M 0.04% +31,470 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: 8,915 shares; 2024Q4: 9,383 shares; 2025Q1: 8,975 shares; 2025Q2: 9,538 shares; 2025Q3: 9,860 shares; 2025Q4: 10,150 shares; 2026Q1: 10,245 shares 10,245 $2.73M 0.04% +95 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,400 shares; 2025Q4: 58,760 shares; 2026Q1: 62,260 shares 62,260 $2.71M 0.04% +3,500 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 21,263 shares; 2025Q1: 21,754 shares; 2025Q2: 23,611 shares; 2025Q3: 22,267 shares; 2025Q4: 21,753 shares; 2026Q1: 24,842 shares 24,842 $2.71M 0.04% +3,089 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,511 shares; 2026Q1: 148,123 shares 148,123 $2.67M 0.04% -23,388 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,349 shares; 2024Q4: 94,703 shares; 2025Q1: 80,804 shares; 2025Q2: 80,410 shares; 2025Q3: 77,988 shares; 2025Q4: 76,669 shares; 2026Q1: 73,713 shares 73,713 $2.66M 0.04% -2,956 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: 35,850 shares; 2024Q4: 48,156 shares; 2025Q1: 63,566 shares; 2025Q2: 73,266 shares; 2025Q3: 60,367 shares; 2025Q4: 52,340 shares; 2026Q1: 54,405 shares 54,405 $2.66M 0.04% +2,065 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,722 shares 123,722 $2.66M 0.04% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 7,013 shares; 2025Q1: 7,440 shares; 2025Q2: 7,164 shares; 2025Q3: 8,852 shares; 2025Q4: 9,233 shares; 2026Q1: 8,092 shares 8,092 $2.65M 0.04% -1,141 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,868 shares; 2025Q4: 22,548 shares; 2026Q1: 52,900 shares 52,900 $2.64M 0.04% +30,352 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,674 shares; 2024Q4: 11,666 shares; 2025Q1: 10,177 shares; 2025Q2: 10,791 shares; 2025Q3: 10,812 shares; 2025Q4: 11,479 shares; 2026Q1: 10,681 shares 10,681 $2.61M 0.04% -798 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,068 shares; 2025Q1: 4,141 shares; 2025Q2: 3,618 shares; 2025Q3: 4,760 shares; 2025Q4: 7,369 shares; 2026Q1: 6,542 shares 6,542 $2.6M 0.04% -827 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 99,058 shares 99,058 $2.6M 0.04% new 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: 8,525 shares; 2024Q4: 76,129 shares; 2025Q1: 10,837 shares; 2025Q2: 11,387 shares; 2025Q3: 10,934 shares; 2025Q4: 11,189 shares; 2026Q1: 10,883 shares 10,883 $2.59M 0.04% -306 Timeline FFEB 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: 57,199 shares; 2024Q4: 57,127 shares; 2025Q1: 57,104 shares; 2025Q2: 53,327 shares; 2025Q3: 53,183 shares; 2025Q4: 46,101 shares; 2026Q1: 46,156 shares 46,156 $2.58M 0.04% +55 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,475 shares; 2025Q2: 80,475 shares; 2025Q3: 78,975 shares; 2025Q4: 78,368 shares; 2026Q1: 78,348 shares 78,348 $2.57M 0.04% -20 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,165 shares; 2025Q1: 4,560 shares; 2025Q2: 10,079 shares; 2025Q3: 5,903 shares; 2025Q4: 6,278 shares; 2026Q1: 32,094 shares 32,094 $2.57M 0.04% +25,816 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 9,703 shares; 2025Q1: 9,395 shares; 2025Q2: 9,265 shares; 2025Q3: 8,921 shares; 2025Q4: 8,825 shares; 2026Q1: 8,486 shares 8,486 $2.56M 0.04% -339 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,004 shares; 2024Q4: 32,520 shares; 2025Q1: 31,167 shares; 2025Q2: 30,954 shares; 2025Q3: 29,878 shares; 2025Q4: 29,015 shares; 2026Q1: 24,125 shares 24,125 $2.56M 0.04% -4,890 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 9,864 shares; 2025Q1: 9,512 shares; 2025Q2: 9,681 shares; 2025Q3: 11,510 shares; 2025Q4: 9,556 shares; 2026Q1: 47,974 shares 47,974 $2.55M 0.04% +38,418 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: 5,696 shares; 2024Q4: 9,107 shares; 2025Q1: 9,297 shares; 2025Q2: 21,492 shares; 2025Q3: 43,041 shares; 2025Q4: 46,336 shares; 2026Q1: 52,685 shares 52,685 $2.55M 0.04% +6,349 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 15,791 shares; 2025Q1: 14,764 shares; 2025Q2: 133,139 shares; 2025Q3: 99,527 shares; 2025Q4: 109,661 shares; 2026Q1: 84,336 shares 84,336 $2.54M 0.04% -25,325 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: 1,950 shares; 2024Q4: 1,949 shares; 2025Q1: 9,571 shares; 2025Q2: 9,741 shares; 2025Q3: 14,639 shares; 2025Q4: 15,465 shares; 2026Q1: 16,759 shares 16,759 $2.52M 0.04% +1,294 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,648 shares; 2025Q1: 6,090 shares; 2025Q2: 6,912 shares; 2025Q3: 14,627 shares; 2025Q4: 13,910 shares; 2026Q1: 13,602 shares 13,602 $2.51M 0.04% -308 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,670 shares; 2024Q4: 61,465 shares; 2025Q1: 59,681 shares; 2025Q2: 66,385 shares; 2025Q3: 62,058 shares; 2025Q4: 52,391 shares; 2026Q1: 52,388 shares 52,388 $2.51M 0.04% -3 Timeline FNDA 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: 35,235 shares; 2024Q4: 102,031 shares; 2025Q1: 90,178 shares; 2025Q2: 91,908 shares; 2025Q3: 65,160 shares; 2025Q4: 60,751 shares; 2026Q1: 77,186 shares 77,186 $2.5M 0.04% +16,435 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: 4,438 shares; 2024Q4: 4,614 shares; 2025Q1: 5,031 shares; 2025Q2: 5,183 shares; 2025Q3: 5,377 shares; 2025Q4: 5,424 shares; 2026Q1: 5,705 shares 5,705 $2.49M 0.04% +281 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: 6,310 shares; 2024Q4: 7,134 shares; 2025Q1: 8,914 shares; 2025Q2: 8,470 shares; 2025Q3: 8,553 shares; 2025Q4: 8,424 shares; 2026Q1: 8,941 shares 8,941 $2.48M 0.04% +517 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,718 shares; 2024Q4: 98,150 shares; 2025Q1: 97,652 shares; 2025Q2: 89,338 shares; 2025Q3: 80,530 shares; 2025Q4: 124,105 shares; 2026Q1: 220,155 shares 220,155 $2.48M 0.04% +96,050 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,120 shares; 2024Q4: 32,817 shares; 2025Q1: 38,362 shares; 2025Q2: 37,284 shares; 2025Q3: 36,965 shares; 2025Q4: 35,510 shares; 2026Q1: 34,091 shares 34,091 $2.48M 0.04% -1,419 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 24,668 shares; 2025Q1: 40,448 shares; 2025Q2: 61,838 shares; 2025Q3: 67,035 shares; 2025Q4: 67,656 shares; 2026Q1: 69,853 shares 69,853 $2.48M 0.04% +2,197 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 18,152 shares; 2025Q1: 18,038 shares; 2025Q2: 15,345 shares; 2025Q3: 17,880 shares; 2025Q4: 19,293 shares; 2026Q1: 18,709 shares 18,709 $2.47M 0.04% -584 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 13,866 shares; 2025Q1: 14,474 shares; 2025Q2: 15,126 shares; 2025Q3: 13,990 shares; 2025Q4: 13,296 shares; 2026Q1: 13,521 shares 13,521 $2.46M 0.04% +225 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: 11,972 shares; 2024Q4: 9,735 shares; 2025Q1: 8,106 shares; 2025Q2: 10,937 shares; 2025Q3: 9,996 shares; 2025Q4: 10,421 shares; 2026Q1: 9,938 shares 9,938 $2.46M 0.04% -483 Timeline IJK 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: 209,650 shares; 2024Q4: 21,471 shares; 2025Q1: 21,487 shares; 2025Q2: 18,878 shares; 2025Q3: 18,997 shares; 2025Q4: 22,899 shares; 2026Q1: 24,280 shares 24,280 $2.44M 0.04% +1,381 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,411 shares; 2025Q4: 6,516 shares; 2026Q1: 8,838 shares 8,838 $2.39M 0.04% +2,322 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 3,644 shares; 2026Q1: 14,443 shares 14,443 $2.36M 0.04% +10,799 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,954 shares 45,954 $2.33M 0.04% new 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: 11,328 shares; 2024Q4: 12,731 shares; 2025Q1: 14,289 shares; 2025Q2: 12,697 shares; 2025Q3: 12,349 shares; 2025Q4: 8,957 shares; 2026Q1: 9,473 shares 9,473 $2.3M 0.04% +516 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: 5,161 shares; 2024Q4: 5,433 shares; 2025Q1: 5,242 shares; 2025Q2: 5,575 shares; 2025Q3: 5,757 shares; 2025Q4: 5,684 shares; 2026Q1: 19,260 shares 19,260 $2.28M 0.04% +13,576 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,106 shares; 2024Q4: 42,496 shares; 2025Q1: 37,464 shares; 2025Q2: 36,929 shares; 2025Q3: 36,295 shares; 2025Q4: 38,387 shares; 2026Q1: 40,031 shares 40,031 $2.27M 0.04% +1,644 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 2,666 shares; 2025Q1: 2,875 shares; 2025Q2: 2,725 shares; 2025Q3: 2,838 shares; 2025Q4: 1,963 shares; 2026Q1: 2,058 shares 2,058 $2.24M 0.04% +95 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,622 shares; 2025Q1: 20,073 shares; 2025Q2: 19,103 shares; 2025Q3: 19,144 shares; 2025Q4: 19,445 shares; 2026Q1: 151,796 shares 151,796 $2.24M 0.04% +132,351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,217 shares; 2025Q4: 21,942 shares; 2026Q1: 21,942 shares 21,942 $2.2M 0.04% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,751 shares 43,751 $2.17M 0.04% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 19,510 shares; 2025Q1: 18,011 shares; 2025Q2: 17,821 shares; 2025Q3: 17,913 shares; 2025Q4: 18,442 shares; 2026Q1: 18,111 shares 18,111 $2.16M 0.04% -331 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 16,166 shares; 2025Q1: 15,790 shares; 2025Q2: 15,820 shares; 2025Q3: 16,017 shares; 2025Q4: 15,997 shares; 2026Q1: 15,267 shares 15,267 $2.16M 0.04% -730 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,123 shares; 2025Q1: 7,399 shares; 2025Q2: 8,150 shares; 2025Q3: 8,304 shares; 2025Q4: 16,412 shares; 2026Q1: 20,555 shares 20,555 $2.15M 0.03% +4,143 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,283 shares; 2025Q4: 10,006 shares; 2026Q1: 25,876 shares 25,876 $2.14M 0.03% +15,870 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: 20,395 shares; 2024Q4: 24,204 shares; 2025Q1: 29,592 shares; 2025Q2: 30,939 shares; 2025Q3: 30,302 shares; 2025Q4: 33,557 shares; 2026Q1: 34,322 shares 34,322 $2.12M 0.03% +765 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: 16,918 shares; 2024Q4: 16,548 shares; 2025Q1: 18,782 shares; 2025Q2: 17,549 shares; 2025Q3: 18,450 shares; 2025Q4: 19,126 shares; 2026Q1: 18,359 shares 18,359 $2.12M 0.03% -767 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 53,787 shares; 2026Q1: 55,502 shares 55,502 $2.1M 0.03% +1,715 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 695 shares; 2025Q1: 787 shares; 2025Q2: 1,156 shares; 2025Q3: 1,352 shares; 2025Q4: 4,068 shares; 2026Q1: 4,416 shares 4,416 $2.1M 0.03% +348 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,669 shares; 2024Q4: 100,240 shares; 2025Q1: 97,062 shares; 2025Q2: 75,468 shares; 2025Q3: 67,912 shares; 2025Q4: 61,122 shares; 2026Q1: 41,999 shares 41,999 $2.1M 0.03% -19,123 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: 37,431 shares; 2024Q4: 39,486 shares; 2025Q1: 33,684 shares; 2025Q2: 31,135 shares; 2025Q3: 32,222 shares; 2025Q4: 29,997 shares; 2026Q1: 35,585 shares 35,585 $2.09M 0.03% +5,588 Timeline CIBR 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: 8,033 shares; 2024Q4: 9,884 shares; 2025Q1: 9,504 shares; 2025Q2: 9,165 shares; 2025Q3: 10,652 shares; 2025Q4: 13,124 shares; 2026Q1: 33,344 shares 33,344 $2.09M 0.03% +20,220 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 21,336 shares; 2025Q1: 39,681 shares; 2025Q2: 36,352 shares; 2025Q3: 34,813 shares; 2025Q4: 30,691 shares; 2026Q1: 23,634 shares 23,634 $2.08M 0.03% -7,057 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,906 shares; 2025Q1: 10,202 shares; 2025Q2: 9,789 shares; 2025Q3: 9,386 shares; 2025Q4: 8,557 shares; 2026Q1: 8,632 shares 8,632 $2.07M 0.03% +75 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,835 shares; 2024Q4: 44,228 shares; 2025Q1: 49,192 shares; 2025Q2: 46,578 shares; 2025Q3: 54,737 shares; 2025Q4: 60,830 shares; 2026Q1: 56,015 shares 56,015 $2.06M 0.03% -4,815 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 5,899 shares; 2025Q1: 5,290 shares; 2025Q2: 7,732 shares; 2025Q3: 8,138 shares; 2025Q4: 8,482 shares; 2026Q1: 9,822 shares 9,822 $2.05M 0.03% +1,340 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,898 shares; 2024Q4: 80,999 shares; 2025Q1: 68,916 shares; 2025Q2: 67,042 shares; 2025Q3: 55,164 shares; 2025Q4: 50,590 shares; 2026Q1: 38,994 shares 38,994 $2.05M 0.03% -11,596 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: 4,693 shares; 2024Q4: 5,353 shares; 2025Q1: 5,949 shares; 2025Q2: 6,556 shares; 2025Q3: 6,497 shares; 2025Q4: 6,527 shares; 2026Q1: 6,508 shares 6,508 $2.04M 0.03% -19 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: 50,752 shares; 2024Q4: 50,940 shares; 2025Q1: 51,233 shares; 2025Q2: 50,397 shares; 2025Q3: 50,943 shares; 2025Q4: 49,881 shares; 2026Q1: 38,896 shares 38,896 $2.04M 0.03% -10,985 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: 8,925 shares; 2024Q4: 8,722 shares; 2025Q1: 15,777 shares; 2025Q2: 17,394 shares; 2025Q3: 20,030 shares; 2025Q4: 40,424 shares; 2026Q1: 20,854 shares 20,854 $2.04M 0.03% -19,570 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,690 shares; 2025Q1: 1,960 shares; 2025Q2: 6,471 shares; 2025Q3: 13,634 shares; 2025Q4: 13,380 shares; 2026Q1: 13,606 shares 13,606 $2.04M 0.03% +226 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: 13,689 shares; 2024Q4: 15,517 shares; 2025Q1: 14,890 shares; 2025Q2: 16,822 shares; 2025Q3: 14,945 shares; 2025Q4: 17,174 shares; 2026Q1: 21,143 shares 21,143 $2.04M 0.03% +3,969 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,970 shares; 2025Q4: 34,042 shares; 2026Q1: 50,282 shares 50,282 $2.04M 0.03% +16,240 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 15,598 shares; 2025Q1: 14,956 shares; 2025Q2: 34,544 shares; 2025Q3: 34,653 shares; 2025Q4: 51,156 shares; 2026Q1: 50,310 shares 50,310 $2.04M 0.03% -846 Timeline SCHH 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: 1,071,578 shares; 2024Q4: 1,085,766 shares; 2025Q1: 144,994 shares; 2025Q2: 111,594 shares; 2025Q3: 103,467 shares; 2025Q4: 99,963 shares; 2026Q1: 94,696 shares 94,696 $2.04M 0.03% -5,267 Timeline PNOV 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: 33,700 shares; 2024Q4: 27,768 shares; 2025Q1: 24,268 shares; 2025Q2: 24,268 shares; 2025Q3: 24,268 shares; 2025Q4: 24,278 shares; 2026Q1: 49,769 shares 49,769 $2.03M 0.03% +25,491 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,195 shares; 2025Q2: 55,324 shares; 2025Q3: 55,014 shares; 2025Q4: 39,174 shares; 2026Q1: 40,207 shares 40,207 $2.03M 0.03% +1,033 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 9,700 shares; 2025Q1: 10,042 shares; 2025Q2: 10,378 shares; 2025Q3: 9,772 shares; 2025Q4: 9,412 shares; 2026Q1: 7,399 shares 7,399 $2.01M 0.03% -2,013 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,328 shares 61,328 $2.01M 0.03% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 36,842 shares; 2025Q3: 36,114 shares; 2025Q4: 37,734 shares; 2026Q1: 36,525 shares 36,525 $2M 0.03% -1,209 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,314 shares; 2025Q1: 6,033 shares; 2025Q2: 6,357 shares; 2025Q3: 6,312 shares; 2025Q4: 6,950 shares; 2026Q1: 5,653 shares 5,653 $2M 0.03% -1,297 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 5,012 shares; 2025Q1: 5,501 shares; 2025Q2: 3,703 shares; 2025Q3: 3,434 shares; 2025Q4: 3,197 shares; 2026Q1: 3,693 shares 3,693 $1.99M 0.03% +496 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,119 shares; 2025Q1: 4,564 shares; 2025Q2: 4,420 shares; 2025Q3: 4,356 shares; 2025Q4: 4,040 shares; 2026Q1: 4,469 shares 4,469 $1.99M 0.03% +429 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,238 shares; 2025Q1: 2,018 shares; 2025Q2: 2,967 shares; 2025Q3: 3,776 shares; 2025Q4: 4,127 shares; 2026Q1: 4,666 shares 4,666 $1.98M 0.03% +539 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,122 shares 47,122 $1.97M 0.03% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 13,052 shares; 2025Q1: 13,325 shares; 2025Q2: 14,844 shares; 2025Q3: 14,702 shares; 2025Q4: 14,754 shares; 2026Q1: 13,612 shares 13,612 $1.97M 0.03% -1,142 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: 47,754 shares 47,754 $1.96M 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 17,106 shares; 2025Q1: 17,356 shares; 2025Q2: 17,358 shares; 2025Q3: 16,223 shares; 2025Q4: 16,242 shares; 2026Q1: 13,386 shares 13,386 $1.95M 0.03% -2,856 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 629 shares; 2025Q1: 690 shares; 2025Q2: 656 shares; 2025Q3: 783 shares; 2025Q4: 770 shares; 2026Q1: 1,122 shares 1,122 $1.94M 0.03% +352 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 2,674 shares; 2025Q1: 2,668 shares; 2025Q2: 2,547 shares; 2025Q3: 1,983 shares; 2025Q4: 2,121 shares; 2026Q1: 2,625 shares 2,625 $1.94M 0.03% +504 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: 110,654 shares; 2024Q4: 119,836 shares; 2025Q1: 114,786 shares; 2025Q2: 104,785 shares; 2025Q3: 92,984 shares; 2025Q4: 69,725 shares; 2026Q1: 67,411 shares 67,411 $1.94M 0.03% -2,314 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: 28,196 shares; 2024Q4: 40,990 shares; 2025Q1: 40,257 shares; 2025Q2: 41,340 shares; 2025Q3: 41,651 shares; 2025Q4: 42,079 shares; 2026Q1: 42,295 shares 42,295 $1.93M 0.03% +216 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 23,254 shares; 2025Q1: 22,080 shares; 2025Q2: 21,869 shares; 2025Q3: 32,673 shares; 2025Q4: 34,127 shares; 2026Q1: 28,323 shares 28,323 $1.92M 0.03% -5,804 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,967 shares; 2025Q3: 1,948 shares; 2025Q4: 2,092 shares; 2026Q1: 9,739 shares 9,739 $1.92M 0.03% +7,647 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,800 shares; 2024Q4: 200,800 shares; 2025Q1: 200,800 shares; 2025Q2: 225,800 shares; 2025Q3: 200,800 shares; 2025Q4: 200,800 shares; 2026Q1: 200,800 shares 200,800 $1.91M 0.03% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,129 shares 75,129 $1.9M 0.03% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,131 shares; 2024Q4: 36,779 shares; 2025Q1: 30,699 shares; 2025Q2: 25,899 shares; 2025Q3: 26,576 shares; 2025Q4: 26,878 shares; 2026Q1: 25,759 shares 25,759 $1.9M 0.03% -1,119 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: 4,505 shares; 2024Q4: 3,994 shares; 2025Q1: 4,486 shares; 2025Q2: 4,404 shares; 2025Q3: 4,925 shares; 2025Q4: 4,504 shares; 2026Q1: 4,779 shares 4,779 $1.89M 0.03% +275 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,598 shares; 2025Q4: 34,480 shares; 2026Q1: 34,480 shares 34,480 $1.89M 0.03% 0 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: 10,798 shares; 2024Q4: 10,706 shares; 2025Q1: 10,947 shares; 2025Q2: 11,664 shares; 2025Q3: 10,657 shares; 2025Q4: 8,280 shares; 2026Q1: 8,597 shares 8,597 $1.88M 0.03% +317 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,026 shares; 2024Q4: 32,213 shares; 2025Q1: 33,994 shares; 2025Q2: 33,682 shares; 2025Q3: 34,107 shares; 2025Q4: 33,520 shares; 2026Q1: 32,804 shares 32,804 $1.87M 0.03% -716 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,966 shares; 2025Q1: 2,808 shares; 2025Q2: 2,769 shares; 2025Q3: 3,219 shares; 2025Q4: 4,074 shares; 2026Q1: 5,195 shares 5,195 $1.85M 0.03% +1,121 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 9,447 shares; 2025Q1: 10,666 shares; 2025Q2: 11,195 shares; 2025Q3: 10,242 shares; 2025Q4: 10,676 shares; 2026Q1: 12,110 shares 12,110 $1.83M 0.03% +1,434 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,422 shares; 2024Q4: 24,476 shares; 2025Q1: 26,669 shares; 2025Q2: 26,553 shares; 2025Q3: 26,372 shares; 2025Q4: 26,845 shares; 2026Q1: 25,900 shares 25,900 $1.82M 0.03% -945 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,235 shares; 2025Q1: 10,009 shares; 2025Q2: 10,207 shares; 2025Q3: 10,329 shares; 2025Q4: 9,968 shares; 2026Q1: 10,063 shares 10,063 $1.81M 0.03% +95 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,961 shares; 2024Q4: 11,274 shares; 2025Q1: 10,649 shares; 2025Q2: 16,706 shares; 2025Q3: 10,894 shares; 2025Q4: 14,900 shares; 2026Q1: 15,247 shares 15,247 $1.8M 0.03% +347 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: 21,522 shares; 2024Q4: 23,227 shares; 2025Q1: 22,733 shares; 2025Q2: 20,738 shares; 2025Q3: 20,051 shares; 2025Q4: 21,434 shares; 2026Q1: 23,930 shares 23,930 $1.8M 0.03% +2,496 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,907 shares; 2024Q4: 18,907 shares; 2025Q1: 43,181 shares; 2025Q2: 43,407 shares; 2025Q3: 43,409 shares; 2025Q4: 38,979 shares; 2026Q1: 38,981 shares 38,981 $1.8M 0.03% +2 Timeline DUSB 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: 62,500 shares; 2024Q4: 65,500 shares; 2025Q1: 66,500 shares; 2025Q2: 67,000 shares; 2025Q3: 66,500 shares; 2025Q4: 65,500 shares; 2026Q1: 35,500 shares 35,500 $1.8M 0.03% -30,000 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,773 shares; 2025Q1: 7,202 shares; 2025Q2: 9,385 shares; 2025Q3: 9,579 shares; 2025Q4: 8,960 shares; 2026Q1: 8,307 shares 8,307 $1.8M 0.03% -653 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,540 shares; 2025Q1: 5,578 shares; 2025Q2: 5,245 shares; 2025Q3: 5,805 shares; 2025Q4: 6,173 shares; 2026Q1: 6,496 shares 6,496 $1.79M 0.03% +323 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,991 shares; 2025Q1: 34,790 shares; 2025Q2: 40,638 shares; 2025Q3: 41,680 shares; 2025Q4: 41,841 shares; 2026Q1: 10,982 shares 10,982 $1.78M 0.03% -30,859 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,144 shares; 2025Q1: 3,789 shares; 2025Q2: 3,758 shares; 2025Q3: 13,927 shares; 2025Q4: 13,344 shares; 2026Q1: 11,284 shares 11,284 $1.78M 0.03% -2,060 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 28,126 shares; 2025Q1: 29,975 shares; 2025Q2: 30,209 shares; 2025Q3: 28,481 shares; 2025Q4: 28,834 shares; 2026Q1: 15,990 shares 15,990 $1.78M 0.03% -12,844 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,519 shares; 2025Q1: 2,621 shares; 2025Q2: 2,698 shares; 2025Q3: 2,763 shares; 2025Q4: 2,809 shares; 2026Q1: 3,004 shares 3,004 $1.77M 0.03% +195 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 61,685 shares; 2025Q1: 58,512 shares; 2025Q2: 54,605 shares; 2025Q3: 61,610 shares; 2025Q4: 60,576 shares; 2026Q1: 57,957 shares 57,957 $1.77M 0.03% -2,619 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: 8,842 shares; 2024Q4: 4,975 shares; 2025Q1: 6,856 shares; 2025Q2: 6,244 shares; 2025Q3: 7,555 shares; 2025Q4: 12,364 shares; 2026Q1: 22,724 shares 22,724 $1.75M 0.03% +10,360 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: 18,762 shares; 2024Q4: 15,664 shares; 2025Q1: 14,086 shares; 2025Q2: 16,450 shares; 2025Q3: 18,781 shares; 2025Q4: 20,597 shares; 2026Q1: 25,583 shares 25,583 $1.75M 0.03% +4,986 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: 22,173 shares; 2024Q4: 21,798 shares; 2025Q1: 20,504 shares; 2025Q2: 16,726 shares; 2025Q3: 19,514 shares; 2025Q4: 25,953 shares; 2026Q1: 29,124 shares 29,124 $1.75M 0.03% +3,171 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,304 shares; 2025Q1: 1,449 shares; 2025Q2: 1,837 shares; 2025Q3: 2,218 shares; 2025Q4: 2,223 shares; 2026Q1: 2,387 shares 2,387 $1.74M 0.03% +164 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,456 shares; 2024Q4: 14,073 shares; 2025Q1: 21,637 shares; 2025Q2: 15,695 shares; 2025Q3: 14,978 shares; 2025Q4: 14,014 shares; 2026Q1: 13,123 shares 13,123 $1.74M 0.03% -891 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,450 shares 34,450 $1.73M 0.03% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 19,287 shares; 2025Q1: 18,821 shares; 2025Q2: 19,936 shares; 2025Q3: 20,321 shares; 2025Q4: 20,321 shares; 2026Q1: 20,358 shares 20,358 $1.73M 0.03% +37 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,862 shares; 2024Q4: 30,196 shares; 2025Q1: 26,814 shares; 2025Q2: 32,520 shares; 2025Q3: 34,265 shares; 2025Q4: 37,708 shares; 2026Q1: 72,407 shares 72,407 $1.72M 0.03% +34,699 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 30,857 shares; 2025Q1: 30,768 shares; 2025Q2: 22,069 shares; 2025Q3: 18,108 shares; 2025Q4: 19,100 shares; 2026Q1: 21,041 shares 21,041 $1.72M 0.03% +1,941 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,832 shares; 2024Q4: 39,372 shares; 2025Q1: 38,793 shares; 2025Q2: 37,932 shares; 2025Q3: 35,550 shares; 2025Q4: 35,410 shares; 2026Q1: 35,551 shares 35,551 $1.67M 0.03% +141 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 10,230 shares; 2025Q1: 13,055 shares; 2025Q2: 12,876 shares; 2025Q3: 12,845 shares; 2025Q4: 12,786 shares; 2026Q1: 6,473 shares 6,473 $1.67M 0.03% -6,313 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: not reported; 2025Q3: 20,992 shares; 2025Q4: 34,325 shares; 2026Q1: 58,499 shares 58,499 $1.66M 0.03% +24,174 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 11,845 shares; 2025Q1: 10,751 shares; 2025Q2: 10,855 shares; 2025Q3: 10,791 shares; 2025Q4: 10,451 shares; 2026Q1: 10,794 shares 10,794 $1.65M 0.03% +343 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 9,299 shares; 2025Q4: 19,002 shares; 2026Q1: 18,649 shares 18,649 $1.62M 0.03% -353 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 8,746 shares; 2025Q1: 8,692 shares; 2025Q2: 6,069 shares; 2025Q3: 7,815 shares; 2025Q4: 8,284 shares; 2026Q1: 8,550 shares 8,550 $1.59M 0.03% +266 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: 18,717 shares; 2024Q4: 16,693 shares; 2025Q1: 23,108 shares; 2025Q2: 24,319 shares; 2025Q3: 26,610 shares; 2025Q4: 20,058 shares; 2026Q1: 24,491 shares 24,491 $1.59M 0.03% +4,433 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: 18,562 shares; 2024Q4: 20,355 shares; 2025Q1: 22,897 shares; 2025Q2: 24,826 shares; 2025Q3: 25,172 shares; 2025Q4: 24,587 shares; 2026Q1: 25,047 shares 25,047 $1.57M 0.03% +460 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,244 shares; 2025Q3: 18,108 shares; 2025Q4: 23,292 shares; 2026Q1: 16,926 shares 16,926 $1.57M 0.03% -6,366 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: 24,470 shares; 2024Q4: 24,902 shares; 2025Q1: 36,186 shares; 2025Q2: 33,398 shares; 2025Q3: 26,055 shares; 2025Q4: 24,338 shares; 2026Q1: 30,425 shares 30,425 $1.56M 0.03% +6,087 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 42,786 shares; 2025Q1: 44,908 shares; 2025Q2: 43,064 shares; 2025Q3: 43,655 shares; 2025Q4: 31,600 shares; 2026Q1: 31,661 shares 31,661 $1.56M 0.03% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,714 shares; 2025Q4: 19,766 shares; 2026Q1: 33,468 shares 33,468 $1.56M 0.03% +13,702 Timeline PWB 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: 15,689 shares; 2024Q4: 15,530 shares; 2025Q1: 14,568 shares; 2025Q2: 14,481 shares; 2025Q3: 14,198 shares; 2025Q4: 12,640 shares; 2026Q1: 12,395 shares 12,395 $1.56M 0.03% -245 Timeline PAPR 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: 54,000 shares; 2024Q4: 44,062 shares; 2025Q1: 40,562 shares; 2025Q2: 38,562 shares; 2025Q3: 38,562 shares; 2025Q4: 38,815 shares; 2026Q1: 39,071 shares 39,071 $1.56M 0.03% +256 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,277 shares; 2024Q4: 43,555 shares; 2025Q1: 43,652 shares; 2025Q2: 41,204 shares; 2025Q3: 43,969 shares; 2025Q4: 30,859 shares; 2026Q1: 30,843 shares 30,843 $1.55M 0.03% -16 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,235 shares; 2024Q4: 58,151 shares; 2025Q1: 60,530 shares; 2025Q2: 58,795 shares; 2025Q3: 53,880 shares; 2025Q4: 25,844 shares; 2026Q1: 24,266 shares 24,266 $1.55M 0.03% -1,578 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,615 shares; 2024Q4: 60,433 shares; 2025Q1: 60,433 shares; 2025Q2: 59,522 shares; 2025Q3: 58,221 shares; 2025Q4: 56,931 shares; 2026Q1: 56,931 shares 56,931 $1.55M 0.03% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,945 shares; 2025Q3: 17,061 shares; 2025Q4: 26,033 shares; 2026Q1: 28,258 shares 28,258 $1.55M 0.03% +2,225 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: 29,234 shares; 2024Q4: 34,462 shares; 2025Q1: 28,910 shares; 2025Q2: 28,043 shares; 2025Q3: 18,679 shares; 2025Q4: 20,720 shares; 2026Q1: 16,806 shares 16,806 $1.55M 0.03% -3,914 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: 28,768 shares; 2024Q4: 28,950 shares; 2025Q1: 28,895 shares; 2025Q2: 16,048 shares; 2025Q3: 31,131 shares; 2025Q4: 21,374 shares; 2026Q1: 19,438 shares 19,438 $1.54M 0.03% -1,936 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 16,115 shares; 2025Q1: 19,372 shares; 2025Q2: 38,317 shares; 2025Q3: 32,272 shares; 2025Q4: 33,509 shares; 2026Q1: 32,621 shares 32,621 $1.51M 0.02% -888 Timeline JMBS 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: 119,098 shares; 2024Q4: 120,543 shares; 2025Q1: 122,557 shares; 2025Q2: 71,210 shares; 2025Q3: 69,668 shares; 2025Q4: 41,802 shares; 2026Q1: 33,376 shares 33,376 $1.51M 0.02% -8,426 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,610 shares; 2024Q4: 48,217 shares; 2025Q1: 79,887 shares; 2025Q2: 80,515 shares; 2025Q3: 82,303 shares; 2025Q4: 82,526 shares; 2026Q1: 67,373 shares 67,373 $1.5M 0.02% -15,153 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,015 shares; 2024Q4: 24,218 shares; 2025Q1: 23,387 shares; 2025Q2: 26,710 shares; 2025Q3: 27,018 shares; 2025Q4: 24,701 shares; 2026Q1: 28,329 shares 28,329 $1.5M 0.02% +3,628 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: 22,939 shares; 2024Q4: 12,621 shares; 2025Q1: 20,142 shares; 2025Q2: 24,783 shares; 2025Q3: 25,465 shares; 2025Q4: 23,820 shares; 2026Q1: 20,781 shares 20,781 $1.49M 0.02% -3,039 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,271 shares; 2024Q4: 11,995 shares; 2025Q1: 24,397 shares; 2025Q2: 40,542 shares; 2025Q3: 45,118 shares; 2025Q4: 45,259 shares; 2026Q1: 41,305 shares 41,305 $1.49M 0.02% -3,954 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 8,989 shares; 2025Q1: 8,981 shares; 2025Q2: 11,536 shares; 2025Q3: 11,717 shares; 2025Q4: 11,473 shares; 2026Q1: 12,270 shares 12,270 $1.49M 0.02% +797 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,664 shares; 2025Q4: 24,701 shares; 2026Q1: 24,701 shares 24,701 $1.48M 0.02% 0 Timeline GPIX 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: 27,592 shares; 2024Q4: 27,592 shares; 2025Q1: 27,592 shares; 2025Q2: 27,592 shares; 2025Q3: 29,535 shares; 2025Q4: 28,842 shares; 2026Q1: 29,476 shares 29,476 $1.47M 0.02% +634 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: 27,948 shares; 2024Q4: 21,349 shares; 2025Q1: 21,474 shares; 2025Q2: 13,443 shares; 2025Q3: 11,430 shares; 2025Q4: 10,593 shares; 2026Q1: 17,807 shares 17,807 $1.47M 0.02% +7,214 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: 24,572 shares; 2024Q4: 24,568 shares; 2025Q1: 23,175 shares; 2025Q2: 19,036 shares; 2025Q3: 18,775 shares; 2025Q4: 16,292 shares; 2026Q1: 15,833 shares 15,833 $1.47M 0.02% -459 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: 11,448 shares; 2024Q4: 17,707 shares; 2025Q1: 19,520 shares; 2025Q2: 27,437 shares; 2025Q3: 28,969 shares; 2025Q4: 29,091 shares; 2026Q1: 29,847 shares 29,847 $1.46M 0.02% +756 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: 16,291 shares; 2024Q4: 28,907 shares; 2025Q1: 27,039 shares; 2025Q2: 27,295 shares; 2025Q3: 30,435 shares; 2025Q4: 31,361 shares; 2026Q1: 28,048 shares 28,048 $1.46M 0.02% -3,313 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 9,786 shares; 2025Q1: 11,884 shares; 2025Q2: 13,131 shares; 2025Q3: 13,113 shares; 2025Q4: 14,601 shares; 2026Q1: 11,109 shares 11,109 $1.46M 0.02% -3,492 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 11,701 shares; 2025Q1: 15,875 shares; 2025Q2: 13,948 shares; 2025Q3: 25,374 shares; 2025Q4: 67,620 shares; 2026Q1: 84,245 shares 84,245 $1.45M 0.02% +16,625 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 20,150 shares; 2025Q3: 55,656 shares; 2025Q4: 55,656 shares; 2026Q1: 56,540 shares 56,540 $1.45M 0.02% +884 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,053 shares; 2024Q4: 39,410 shares; 2025Q1: 39,062 shares; 2025Q2: 27,349 shares; 2025Q3: 26,582 shares; 2025Q4: 25,444 shares; 2026Q1: 22,231 shares 22,231 $1.44M 0.02% -3,213 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,802 shares; 2026Q1: 24,979 shares 24,979 $1.42M 0.02% +1,177 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 34,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares; 2026Q1: 33,000 shares 33,000 $1.42M 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 8,658 shares; 2025Q1: 8,754 shares; 2025Q2: 8,518 shares; 2025Q3: 8,629 shares; 2025Q4: 8,456 shares; 2026Q1: 8,406 shares 8,406 $1.42M 0.02% -50 Timeline LMBS 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: 28,895 shares; 2024Q4: 57,128 shares; 2025Q1: 48,153 shares; 2025Q2: 46,010 shares; 2025Q3: 46,952 shares; 2025Q4: 44,757 shares; 2026Q1: 28,404 shares 28,404 $1.41M 0.02% -16,353 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,742 shares; 2025Q3: 52,742 shares; 2025Q4: 62,807 shares; 2026Q1: 83,949 shares 83,949 $1.41M 0.02% +21,142 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: 80,867 shares; 2024Q4: 78,517 shares; 2025Q1: 77,183 shares; 2025Q2: 76,833 shares; 2025Q3: 70,000 shares; 2025Q4: 65,000 shares; 2026Q1: 59,200 shares 59,200 $1.4M 0.02% -5,800 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,651 shares; 2025Q1: 5,449 shares; 2025Q2: 5,182 shares; 2025Q3: 5,373 shares; 2025Q4: 5,036 shares; 2026Q1: 5,239 shares 5,239 $1.39M 0.02% +203 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,189 shares 18,189 $1.39M 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 6,915 shares; 2026Q1: 10,424 shares 10,424 $1.39M 0.02% +3,509 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,406 shares; 2025Q1: 3,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,504 shares; 2025Q4: 4,835 shares; 2026Q1: 4,942 shares 4,942 $1.38M 0.02% +107 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,257 shares; 2024Q4: 54,778 shares; 2025Q1: 59,426 shares; 2025Q2: 57,285 shares; 2025Q3: 97,889 shares; 2025Q4: 81,451 shares; 2026Q1: 60,525 shares 60,525 $1.38M 0.02% -20,926 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 17,417 shares; 2025Q1: 14,841 shares; 2025Q2: 14,100 shares; 2025Q3: 14,325 shares; 2025Q4: 13,488 shares; 2026Q1: 14,701 shares 14,701 $1.37M 0.02% +1,213 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,097 shares; 2024Q4: 51,916 shares; 2025Q1: 82,080 shares; 2025Q2: 90,724 shares; 2025Q3: 93,121 shares; 2025Q4: 99,307 shares; 2026Q1: 148,844 shares 148,844 $1.36M 0.02% +49,537 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,328 shares; 2024Q4: 28,466 shares; 2025Q1: 25,970 shares; 2025Q2: 21,900 shares; 2025Q3: 21,873 shares; 2025Q4: 21,342 shares; 2026Q1: 20,812 shares 20,812 $1.35M 0.02% -530 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,342 shares; 2024Q4: 57,972 shares; 2025Q1: 49,582 shares; 2025Q2: 48,912 shares; 2025Q3: 43,364 shares; 2025Q4: 36,789 shares; 2026Q1: 42,193 shares 42,193 $1.35M 0.02% +5,404 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,435 shares; 2024Q4: 30,435 shares; 2025Q1: 29,535 shares; 2025Q2: 29,735 shares; 2025Q3: 28,460 shares; 2025Q4: 28,460 shares; 2026Q1: 28,460 shares 28,460 $1.35M 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 17,482 shares; 2025Q1: 19,242 shares; 2025Q2: 18,497 shares; 2025Q3: 18,232 shares; 2025Q4: 16,724 shares; 2026Q1: 15,897 shares 15,897 $1.35M 0.02% -827 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: 17,703 shares; 2025Q1: 19,670 shares; 2025Q2: 21,196 shares; 2025Q3: 20,024 shares; 2025Q4: 16,321 shares; 2026Q1: 21,420 shares 21,420 $1.35M 0.02% +5,099 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: 13,345 shares; 2024Q4: 13,323 shares; 2025Q1: 14,219 shares; 2025Q2: 14,190 shares; 2025Q3: 14,062 shares; 2025Q4: 13,822 shares; 2026Q1: 13,761 shares 13,761 $1.34M 0.02% -61 Timeline AIVL 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: 15,235 shares; 2024Q4: 15,223 shares; 2025Q1: 14,968 shares; 2025Q2: 14,562 shares; 2025Q3: 14,338 shares; 2025Q4: 14,176 shares; 2026Q1: 11,593 shares 11,593 $1.34M 0.02% -2,583 Timeline EPI 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: 5,590 shares; 2024Q4: 5,558 shares; 2025Q1: 4,618 shares; 2025Q2: 26,884 shares; 2025Q3: 26,884 shares; 2025Q4: 27,825 shares; 2026Q1: 32,844 shares 32,844 $1.34M 0.02% +5,019 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: 13,429 shares; 2024Q4: 14,496 shares; 2025Q1: 15,414 shares; 2025Q2: 20,536 shares; 2025Q3: 18,107 shares; 2025Q4: 18,858 shares; 2026Q1: 18,441 shares 18,441 $1.34M 0.02% -417 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: 4,589 shares; 2024Q4: 4,616 shares; 2025Q1: 5,591 shares; 2025Q2: 5,371 shares; 2025Q3: 5,033 shares; 2025Q4: 5,639 shares; 2026Q1: 6,405 shares 6,405 $1.34M 0.02% +766 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,002 shares; 2024Q4: 62,665 shares; 2025Q1: 59,274 shares; 2025Q2: 55,424 shares; 2025Q3: 53,905 shares; 2025Q4: 54,344 shares; 2026Q1: 48,915 shares 48,915 $1.33M 0.02% -5,429 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 20,200 shares; 2025Q4: 72,751 shares; 2026Q1: 106,976 shares 106,976 $1.33M 0.02% +34,225 Timeline JMST 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: 7,244 shares; 2024Q4: 7,207 shares; 2025Q1: 13,598 shares; 2025Q2: 33,419 shares; 2025Q3: 24,584 shares; 2025Q4: 22,683 shares; 2026Q1: 25,991 shares 25,991 $1.33M 0.02% +3,308 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: 5,901 shares; 2024Q4: 10,062 shares; 2025Q1: 10,377 shares; 2025Q2: 9,244 shares; 2025Q3: 6,092 shares; 2025Q4: 5,968 shares; 2026Q1: 6,390 shares 6,390 $1.32M 0.02% +422 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,588 shares; 2025Q1: 2,851 shares; 2025Q2: 4,659 shares; 2025Q3: 4,193 shares; 2025Q4: 4,218 shares; 2026Q1: 7,353 shares 7,353 $1.32M 0.02% +3,135 Timeline