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: 97,783 shares; 2024Q4: 180,403 shares; 2025Q1: 163,324 shares; 2025Q2: 181,207 shares; 2025Q3: not reported; 2025Q4: 250,815 shares; 2026Q1: 247,541 shares 247,541 $108M 3.05% -3,274 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: 225,134 shares; 2024Q4: 276,465 shares; 2025Q1: 273,753 shares; 2025Q2: 276,615 shares; 2025Q3: not reported; 2025Q4: 487,674 shares; 2026Q1: 451,562 shares 451,562 $88.6M 2.5% -36,112 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 5,379 shares; 2025Q1: 4,106 shares; 2025Q2: 4,320 shares; 2025Q3: not reported; 2025Q4: 46,943 shares; 2026Q1: 133,405 shares 133,405 $87.1M 2.46% +86,462 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: 71,363 shares; 2024Q4: 75,380 shares; 2025Q1: 82,374 shares; 2025Q2: 82,249 shares; 2025Q3: 249,424 shares; 2025Q4: 101,875 shares; 2026Q1: 129,319 shares 129,319 $74.7M 2.11% +27,444 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: 133 shares; 2024Q4: 67 shares; 2025Q1: 212 shares; 2025Q2: 1,848 shares; 2025Q3: 728,946 shares; 2025Q4: 528,648 shares; 2026Q1: 1,247,034 shares 1,247,034 $72.6M 2.05% +718,386 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: 5,647 shares; 2024Q4: 7,254 shares; 2025Q1: 9,996 shares; 2025Q2: 61,227 shares; 2025Q3: not reported; 2025Q4: 86,355 shares; 2026Q1: 106,585 shares 106,585 $69.4M 1.96% +20,230 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: 63,728 shares; 2024Q4: 80,661 shares; 2025Q1: 74,787 shares; 2025Q2: 83,473 shares; 2025Q3: not reported; 2025Q4: 169,215 shares; 2026Q1: 190,257 shares 190,257 $61M 1.72% +21,042 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: 69,853 shares; 2024Q4: 107,036 shares; 2025Q1: 105,018 shares; 2025Q2: 97,116 shares; 2025Q3: 580,606 shares; 2025Q4: 311,700 shares; 2026Q1: 235,245 shares 235,245 $60M 1.69% -76,455 Timeline INMU 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: not reported; 2025Q3: not reported; 2025Q4: 32,767 shares; 2026Q1: 2,157,604 shares 2,157,604 $51.6M 1.46% +2,124,837 Timeline TFI 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: 270,815 shares; 2024Q4: 300,610 shares; 2025Q1: 343,196 shares; 2025Q2: 352,771 shares; 2025Q3: not reported; 2025Q4: 339,813 shares; 2026Q1: 1,014,807 shares 1,014,807 $46M 1.3% +674,994 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,094 shares; 2025Q2: 272,457 shares; 2025Q3: not reported; 2025Q4: 648,280 shares; 2026Q1: 570,540 shares 570,540 $46M 1.3% -77,740 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,861 shares; 2024Q4: 91,007 shares; 2025Q1: 99,264 shares; 2025Q2: 113,641 shares; 2025Q3: 421,855 shares; 2025Q4: 299,895 shares; 2026Q1: 228,184 shares 228,184 $41M 1.16% -71,711 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: 359 shares; 2025Q3: not reported; 2025Q4: 14,001 shares; 2026Q1: 1,130,140 shares 1,130,140 $40.9M 1.16% +1,116,139 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 1,423,147 shares; 2025Q3: 2,022,892 shares; 2025Q4: 2,010,327 shares; 2026Q1: 1,513,360 shares 1,513,360 $38.8M 1.1% -496,967 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: 108,452 shares; 2024Q4: 165,493 shares; 2025Q1: 144,169 shares; 2025Q2: 165,662 shares; 2025Q3: not reported; 2025Q4: 179,194 shares; 2026Q1: 128,742 shares 128,742 $37M 1.04% -50,452 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: 6,405 shares; 2024Q4: 6,585 shares; 2025Q1: 12,261 shares; 2025Q2: 283,142 shares; 2025Q3: 429,287 shares; 2025Q4: 293,929 shares; 2026Q1: 303,856 shares 303,856 $36.5M 1.03% +9,927 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 393 shares; 2025Q3: 284,027 shares; 2025Q4: 142,790 shares; 2026Q1: 693,123 shares 693,123 $36M 1.02% +550,333 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: 497,361 shares; 2024Q4: 530,821 shares; 2025Q1: 556,529 shares; 2025Q2: 569,871 shares; 2025Q3: 1,058,916 shares; 2025Q4: 616,144 shares; 2026Q1: 540,191 shares 540,191 $34.6M 0.98% -75,953 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: 45,821 shares; 2024Q4: 69,342 shares; 2025Q1: 72,271 shares; 2025Q2: 65,489 shares; 2025Q3: 284,459 shares; 2025Q4: 121,464 shares; 2026Q1: 154,173 shares 154,173 $33.2M 0.94% +32,709 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: 310,484 shares; 2024Q4: 708,953 shares; 2025Q1: 621,844 shares; 2025Q2: 666,963 shares; 2025Q3: not reported; 2025Q4: 685,811 shares; 2026Q1: 480,602 shares 480,602 $32.8M 0.93% -205,209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482,793 shares; 2025Q3: 510,081 shares; 2025Q4: 490,144 shares; 2026Q1: 643,662 shares 643,662 $32.4M 0.92% +153,518 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: 968 shares; 2024Q4: 7,225 shares; 2025Q1: 12,310 shares; 2025Q2: 15,254 shares; 2025Q3: 2,121,509 shares; 2025Q4: 47,224 shares; 2026Q1: 53,864 shares 53,864 $32.2M 0.91% +6,640 Timeline GAUG 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: not reported; 2025Q4: not reported; 2026Q1: 789,886 shares 789,886 $30.6M 0.86% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,991 shares; 2024Q4: 29,967 shares; 2025Q1: 23,153 shares; 2025Q2: 30,901 shares; 2025Q3: 185,179 shares; 2025Q4: 89,538 shares; 2026Q1: 81,385 shares 81,385 $30.1M 0.85% -8,153 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: 511,023 shares; 2024Q4: 521,956 shares; 2025Q1: 525,076 shares; 2025Q2: 527,027 shares; 2025Q3: not reported; 2025Q4: 560,144 shares; 2026Q1: 536,562 shares 536,562 $29M 0.82% -23,582 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: 1,168 shares; 2024Q4: 501,841 shares; 2025Q1: 367,934 shares; 2025Q2: 557,518 shares; 2025Q3: not reported; 2025Q4: 588,550 shares; 2026Q1: 613,126 shares 613,126 $28M 0.79% +24,576 Timeline FIXD 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: 144 shares; 2024Q4: 428,021 shares; 2025Q1: 454,617 shares; 2025Q2: 536,174 shares; 2025Q3: 1,986,371 shares; 2025Q4: 596,758 shares; 2026Q1: 638,957 shares 638,957 $27.9M 0.79% +42,199 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: 768,380 shares; 2024Q4: 797,893 shares; 2025Q1: 794,397 shares; 2025Q2: 745,432 shares; 2025Q3: not reported; 2025Q4: 804,345 shares; 2026Q1: 711,121 shares 711,121 $25.3M 0.71% -93,224 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: 207 shares; 2025Q3: not reported; 2025Q4: 267,829 shares; 2026Q1: 736,770 shares 736,770 $24.3M 0.69% +468,941 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 162,754 shares; 2025Q1: 185,219 shares; 2025Q2: 255,590 shares; 2025Q3: not reported; 2025Q4: 273,141 shares; 2026Q1: 289,294 shares 289,294 $22.8M 0.64% +16,153 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: 4,898 shares; 2024Q4: 5,132 shares; 2025Q1: 5,151 shares; 2025Q2: 97,425 shares; 2025Q3: not reported; 2025Q4: 103,478 shares; 2026Q1: 103,128 shares 103,128 $22M 0.62% -350 Timeline AFLG 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: not reported; 2025Q4: 522,313 shares; 2026Q1: 559,136 shares 559,136 $21.6M 0.61% +36,823 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,328 shares; 2024Q4: 130,003 shares; 2025Q1: 5,451 shares; 2025Q2: 4,957 shares; 2025Q3: not reported; 2025Q4: 114,420 shares; 2026Q1: 113,534 shares 113,534 $21.5M 0.61% -886 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,465 shares; 2024Q4: 1,390,147 shares; 2025Q1: 1,547,088 shares; 2025Q2: 1,611,154 shares; 2025Q3: not reported; 2025Q4: 1,722,746 shares; 2026Q1: 787,295 shares 787,295 $20.9M 0.59% -935,451 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: 182,246 shares; 2024Q4: 187,125 shares; 2025Q1: 179,468 shares; 2025Q2: 143,982 shares; 2025Q3: not reported; 2025Q4: 217,952 shares; 2026Q1: 195,656 shares 195,656 $20.8M 0.59% -22,296 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: 17,192 shares; 2024Q4: 19,519 shares; 2025Q1: 32,511 shares; 2025Q2: 52,111 shares; 2025Q3: 207,365 shares; 2025Q4: 65,011 shares; 2026Q1: 67,241 shares 67,241 $20M 0.57% +2,230 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: 3,551 shares; 2024Q4: 3,933 shares; 2025Q1: 5,086 shares; 2025Q2: 7,669 shares; 2025Q3: 237,755 shares; 2025Q4: 412,278 shares; 2026Q1: 257,452 shares 257,452 $19.9M 0.56% -154,826 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: 6,625 shares; 2024Q4: 1,037,951 shares; 2025Q1: 524,753 shares; 2025Q2: 685,753 shares; 2025Q3: not reported; 2025Q4: 729,093 shares; 2026Q1: 762,596 shares 762,596 $19.5M 0.55% +33,503 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: 17,607 shares; 2024Q4: 32,382 shares; 2025Q1: 28,336 shares; 2025Q2: 34,054 shares; 2025Q3: not reported; 2025Q4: 89,310 shares; 2026Q1: 66,099 shares 66,099 $19.4M 0.55% -23,211 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: 24,036 shares; 2024Q4: 24,888 shares; 2025Q1: 26,390 shares; 2025Q2: 23,820 shares; 2025Q3: not reported; 2025Q4: 37,828 shares; 2026Q1: 87,989 shares 87,989 $19.1M 0.54% +50,161 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,862 shares; 2025Q1: 83,451 shares; 2025Q2: 114,850 shares; 2025Q3: not reported; 2025Q4: 123,875 shares; 2026Q1: 130,063 shares 130,063 $18.9M 0.53% +6,188 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 6,950 shares; 2025Q1: 6,815 shares; 2025Q2: 142,176 shares; 2025Q3: not reported; 2025Q4: 147,771 shares; 2026Q1: 128,308 shares 128,308 $18.7M 0.53% -19,463 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 287 shares; 2025Q4: 290 shares; 2026Q1: 407,452 shares 407,452 $18.7M 0.53% +407,162 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: 552,006 shares; 2024Q4: 562,793 shares; 2025Q1: 570,919 shares; 2025Q2: 586,925 shares; 2025Q3: not reported; 2025Q4: 604,679 shares; 2026Q1: 535,848 shares 535,848 $18.5M 0.52% -68,831 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: 5,714 shares; 2024Q4: 5,594 shares; 2025Q1: 5,602 shares; 2025Q2: 207,986 shares; 2025Q3: not reported; 2025Q4: 190,162 shares; 2026Q1: 177,634 shares 177,634 $17.9M 0.5% -12,528 Timeline IJT ISHARES 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: 139,285 shares; 2025Q3: not reported; 2025Q4: 132,074 shares; 2026Q1: 121,045 shares 121,045 $17.5M 0.49% -11,029 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543,035 shares 543,035 $17.5M 0.49% new 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: 1,544 shares; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 3,005 shares; 2025Q3: not reported; 2025Q4: 6,837 shares; 2026Q1: 363,255 shares 363,255 $16.8M 0.47% +356,418 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 386,040 shares; 2025Q2: 4,354 shares; 2025Q3: 8,022 shares; 2025Q4: 4,478 shares; 2026Q1: 332,046 shares 332,046 $16.6M 0.47% +327,568 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: 101,283 shares; 2024Q4: 105,172 shares; 2025Q1: 110,154 shares; 2025Q2: 112,194 shares; 2025Q3: not reported; 2025Q4: 124,526 shares; 2026Q1: 63,124 shares 63,124 $16.5M 0.47% -61,402 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: 745,080 shares; 2024Q4: 766,930 shares; 2025Q1: 797,261 shares; 2025Q2: 821,602 shares; 2025Q3: not reported; 2025Q4: 919,529 shares; 2026Q1: 302,736 shares 302,736 $15.9M 0.45% -616,793 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531,988 shares; 2024Q4: 1,928,594 shares; 2025Q1: 1,926,036 shares; 2025Q2: 2,006,773 shares; 2025Q3: 3,775,532 shares; 2025Q4: 2,136,717 shares; 2026Q1: 868,355 shares 868,355 $15.4M 0.44% -1,268,362 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,702 shares; 2026Q1: 214,582 shares 214,582 $15.2M 0.43% +137,880 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: 5,794 shares; 2024Q4: 7,915 shares; 2025Q1: 8,588 shares; 2025Q2: 17,936 shares; 2025Q3: 34,693 shares; 2025Q4: 29,787 shares; 2026Q1: 26,024 shares 26,024 $14.9M 0.42% -3,763 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: 9,599 shares; 2024Q4: 19,158 shares; 2025Q1: 18,129 shares; 2025Q2: 31,950 shares; 2025Q3: 62,478 shares; 2025Q4: 53,371 shares; 2026Q1: 50,664 shares 50,664 $14.9M 0.42% -2,707 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: 8,312 shares; 2024Q4: 11,568 shares; 2025Q1: 17,054 shares; 2025Q2: 22,239 shares; 2025Q3: 73,870 shares; 2025Q4: 42,079 shares; 2026Q1: 46,073 shares 46,073 $14.8M 0.42% +3,994 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: not reported; 2025Q4: not reported; 2026Q1: 1,191,905 shares 1,191,905 $14.8M 0.42% new 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: 14,082 shares; 2024Q4: 55,402 shares; 2025Q1: 25,139 shares; 2025Q2: 28,655 shares; 2025Q3: not reported; 2025Q4: 44,380 shares; 2026Q1: 47,625 shares 47,625 $14.4M 0.41% +3,245 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,765 shares; 2025Q2: 315,681 shares; 2025Q3: not reported; 2025Q4: 301,155 shares; 2026Q1: 316,359 shares 316,359 $14.3M 0.4% +15,204 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,882 shares; 2025Q1: 352,694 shares; 2025Q2: 301,461 shares; 2025Q3: not reported; 2025Q4: 330,859 shares; 2026Q1: 352,852 shares 352,852 $13.8M 0.39% +21,993 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 68,204 shares 68,204 $13.1M 0.37% +65,757 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,615 shares; 2024Q4: 9,388 shares; 2025Q1: 14,096 shares; 2025Q2: 25,533 shares; 2025Q3: not reported; 2025Q4: 29,933 shares; 2026Q1: 68,776 shares 68,776 $12.7M 0.36% +38,843 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310,391 shares; 2025Q2: 455,983 shares; 2025Q3: not reported; 2025Q4: 542,764 shares; 2026Q1: 603,766 shares 603,766 $12.7M 0.36% +61,002 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: 326,707 shares; 2024Q4: 340,028 shares; 2025Q1: 366,560 shares; 2025Q2: 382,859 shares; 2025Q3: not reported; 2025Q4: 456,545 shares; 2026Q1: 127,430 shares 127,430 $12.6M 0.36% -329,115 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: 105,677 shares; 2024Q4: 112,511 shares; 2025Q1: 117,998 shares; 2025Q2: 116,296 shares; 2025Q3: not reported; 2025Q4: 153,501 shares; 2026Q1: 160,917 shares 160,917 $12.6M 0.36% +7,416 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: 4,661 shares; 2025Q3: not reported; 2025Q4: 4,661 shares; 2026Q1: 226,679 shares 226,679 $12.6M 0.36% +222,018 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: 13,861 shares; 2024Q4: 13,395 shares; 2025Q1: 12,999 shares; 2025Q2: 13,202 shares; 2025Q3: 41,598 shares; 2025Q4: 54,284 shares; 2026Q1: 55,978 shares 55,978 $12M 0.34% +1,694 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: 467 shares; 2024Q4: 2,698 shares; 2025Q1: 3,409 shares; 2025Q2: 2,248 shares; 2025Q3: not reported; 2025Q4: 30,477 shares; 2026Q1: 517,844 shares 517,844 $11.9M 0.33% +487,367 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: 938 shares; 2024Q4: 957 shares; 2025Q1: 1,613 shares; 2025Q2: 14,204 shares; 2025Q3: not reported; 2025Q4: 6,957 shares; 2026Q1: 195,869 shares 195,869 $11.1M 0.31% +188,912 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,086 shares; 2024Q4: 244,986 shares; 2025Q1: 263,987 shares; 2025Q2: 276,008 shares; 2025Q3: not reported; 2025Q4: 300,048 shares; 2026Q1: 99,943 shares 99,943 $10.9M 0.31% -200,105 Timeline LDSF 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: 643,026 shares; 2025Q1: 383,577 shares; 2025Q2: 470,281 shares; 2025Q3: not reported; 2025Q4: 540,407 shares; 2026Q1: 566,953 shares 566,953 $10.7M 0.3% +26,546 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: 23 shares; 2024Q4: 1,646 shares; 2025Q1: 1,817 shares; 2025Q2: 34,547 shares; 2025Q3: 42,957 shares; 2025Q4: 36,459 shares; 2026Q1: 36,238 shares 36,238 $10.7M 0.3% -221 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: 7,470 shares; 2024Q4: 10,145 shares; 2025Q1: 12,163 shares; 2025Q2: 25,026 shares; 2025Q3: 54,246 shares; 2025Q4: 50,047 shares; 2026Q1: 48,857 shares 48,857 $10.6M 0.3% -1,190 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: 14,055 shares; 2024Q4: 39,210 shares; 2025Q1: 34,292 shares; 2025Q2: 38,518 shares; 2025Q3: 85,482 shares; 2025Q4: 75,734 shares; 2026Q1: 62,793 shares 62,793 $10.6M 0.3% -12,941 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: 604 shares; 2024Q4: 7,651 shares; 2025Q1: 4,076 shares; 2025Q2: 5,648 shares; 2025Q3: not reported; 2025Q4: 61,717 shares; 2026Q1: 54,310 shares 54,310 $10.4M 0.29% -7,407 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: 15,479 shares; 2024Q4: 17,161 shares; 2025Q1: 16,768 shares; 2025Q2: 20,828 shares; 2025Q3: 139,734 shares; 2025Q4: 32,316 shares; 2026Q1: 41,381 shares 41,381 $10.1M 0.29% +9,065 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: 17,251 shares; 2024Q4: 326,589 shares; 2025Q1: 223,508 shares; 2025Q2: 267,136 shares; 2025Q3: not reported; 2025Q4: 109,481 shares; 2026Q1: 108,387 shares 108,387 $10.1M 0.28% -1,094 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: 66,452 shares; 2024Q4: 70,033 shares; 2025Q1: 70,008 shares; 2025Q2: 59,713 shares; 2025Q3: 77,052 shares; 2025Q4: 65,604 shares; 2026Q1: 67,559 shares 67,559 $10M 0.28% +1,955 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,755 shares; 2024Q4: 275,808 shares; 2025Q1: 299,546 shares; 2025Q2: 311,802 shares; 2025Q3: not reported; 2025Q4: 326,465 shares; 2026Q1: 140,078 shares 140,078 $9.96M 0.28% -186,387 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 4,591 shares; 2025Q1: 2,669 shares; 2025Q2: 6,206 shares; 2025Q3: 12,735 shares; 2025Q4: 10,142 shares; 2026Q1: 9,933 shares 9,933 $9.9M 0.28% -209 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: 10,410 shares; 2024Q4: 9,551 shares; 2025Q1: 8,246 shares; 2025Q2: 8,570 shares; 2025Q3: not reported; 2025Q4: 45,428 shares; 2026Q1: 98,798 shares 98,798 $9.38M 0.26% +53,370 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,705 shares; 2025Q1: 181,949 shares; 2025Q2: 218,141 shares; 2025Q3: not reported; 2025Q4: 229,116 shares; 2026Q1: 237,546 shares 237,546 $9.37M 0.26% +8,430 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: 609,775 shares; 2025Q1: 370,084 shares; 2025Q2: 493,880 shares; 2025Q3: not reported; 2025Q4: 535,845 shares; 2026Q1: 556,185 shares 556,185 $9.33M 0.26% +20,340 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: 295 shares; 2024Q4: 34,209 shares; 2025Q1: 27,777 shares; 2025Q2: 37,658 shares; 2025Q3: not reported; 2025Q4: 53,091 shares; 2026Q1: 92,552 shares 92,552 $9.32M 0.26% +39,461 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,190 shares; 2025Q3: 143,727 shares; 2025Q4: 141,483 shares; 2026Q1: 360,955 shares 360,955 $9M 0.25% +219,472 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 212,822 shares; 2025Q1: 117,633 shares; 2025Q2: 164,530 shares; 2025Q3: not reported; 2025Q4: 185,754 shares; 2026Q1: 191,173 shares 191,173 $8.97M 0.25% +5,419 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: 6,308 shares; 2024Q4: 13,361 shares; 2025Q1: 14,651 shares; 2025Q2: 19,692 shares; 2025Q3: 49,445 shares; 2025Q4: 29,435 shares; 2026Q1: 23,029 shares 23,029 $8.65M 0.24% -6,406 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: 76,580 shares; 2024Q4: 73,271 shares; 2025Q1: 64,631 shares; 2025Q2: 60,633 shares; 2025Q3: 433,526 shares; 2025Q4: 171,173 shares; 2026Q1: 96,433 shares 96,433 $8.5M 0.24% -74,740 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,381 shares; 2025Q2: 192,464 shares; 2025Q3: 5,896,228 shares; 2025Q4: 212,796 shares; 2026Q1: 212,540 shares 212,540 $8.29M 0.23% -256 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,068 shares; 2025Q1: 142,647 shares; 2025Q2: 194,450 shares; 2025Q3: not reported; 2025Q4: 199,037 shares; 2026Q1: 206,456 shares 206,456 $8.28M 0.23% +7,419 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: 782 shares; 2024Q4: 2,861 shares; 2025Q1: 3,221 shares; 2025Q2: 2,355 shares; 2025Q3: not reported; 2025Q4: 8,011 shares; 2026Q1: 32,814 shares 32,814 $8.14M 0.23% +24,803 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,002 shares; 2025Q1: 102,277 shares; 2025Q2: 140,714 shares; 2025Q3: 3,133,657 shares; 2025Q4: 153,472 shares; 2026Q1: 158,446 shares 158,446 $8.05M 0.23% +4,974 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,011 shares; 2025Q2: 42,667 shares; 2025Q3: 33,230 shares; 2025Q4: 43,319 shares; 2026Q1: 200,239 shares 200,239 $8.03M 0.23% +156,920 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: 12,406 shares; 2024Q4: 17,263 shares; 2025Q1: 14,532 shares; 2025Q2: 16,105 shares; 2025Q3: 44,356 shares; 2025Q4: 31,484 shares; 2026Q1: 25,592 shares 25,592 $7.76M 0.22% -5,892 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: 35,925 shares; 2024Q4: 215,293 shares; 2025Q1: 194,035 shares; 2025Q2: 208,416 shares; 2025Q3: not reported; 2025Q4: 206,931 shares; 2026Q1: 228,761 shares 228,761 $7.73M 0.22% +21,830 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: 17,531 shares; 2024Q4: 45,616 shares; 2025Q1: 51,885 shares; 2025Q2: 56,270 shares; 2025Q3: 54,026 shares; 2025Q4: 158,963 shares; 2026Q1: 152,253 shares 152,253 $7.6M 0.21% -6,710 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,611 shares; 2025Q2: 150,089 shares; 2025Q3: not reported; 2025Q4: 173,381 shares; 2026Q1: 191,547 shares 191,547 $7.52M 0.21% +18,166 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: 3,851 shares; 2024Q4: 3,855 shares; 2025Q1: 3,867 shares; 2025Q2: 8,940 shares; 2025Q3: not reported; 2025Q4: 33,896 shares; 2026Q1: 31,592 shares 31,592 $7.51M 0.21% -2,304 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: not reported; 2025Q2: 9,949 shares; 2025Q3: 78,421 shares; 2025Q4: 19,037 shares; 2026Q1: 15,452 shares 15,452 $7.4M 0.21% -3,585 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 shares; 2024Q4: 209,760 shares; 2025Q1: 241,669 shares; 2025Q2: 351,595 shares; 2025Q3: not reported; 2025Q4: 228,526 shares; 2026Q1: 253,967 shares 253,967 $7.39M 0.21% +25,441 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: 215 shares; 2025Q3: 1,710 shares; 2025Q4: 3,561 shares; 2026Q1: 79,262 shares 79,262 $7.35M 0.21% +75,701 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: 4,392 shares; 2024Q4: 6,892 shares; 2025Q1: 5,504 shares; 2025Q2: 7,383 shares; 2025Q3: 99,060 shares; 2025Q4: 40,808 shares; 2026Q1: 49,687 shares 49,687 $7.18M 0.2% +8,879 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: not reported; 2025Q4: 2,005 shares; 2026Q1: 71,221 shares 71,221 $7.16M 0.2% +69,216 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: 65,020 shares; 2024Q4: 238,967 shares; 2025Q1: 199,211 shares; 2025Q2: 198,142 shares; 2025Q3: not reported; 2025Q4: 184,903 shares; 2026Q1: 233,213 shares 233,213 $7.15M 0.2% +48,310 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: 2,020 shares; 2024Q4: 2,205 shares; 2025Q1: 4,216 shares; 2025Q2: 4,572 shares; 2025Q3: 145,944 shares; 2025Q4: 6,543 shares; 2026Q1: 34,187 shares 34,187 $7.11M 0.2% +27,644 Timeline FIW 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: 168,604 shares; 2024Q4: 172,605 shares; 2025Q1: 178,668 shares; 2025Q2: 180,413 shares; 2025Q3: not reported; 2025Q4: 187,240 shares; 2026Q1: 67,722 shares 67,722 $6.98M 0.2% -119,518 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,568 shares; 2025Q1: 29,463 shares; 2025Q2: 31,838 shares; 2025Q3: 91,379 shares; 2025Q4: 32,583 shares; 2026Q1: 42,271 shares 42,271 $6.96M 0.2% +9,688 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,355 shares; 2024Q4: 58,846 shares; 2025Q1: 63,849 shares; 2025Q2: 111,389 shares; 2025Q3: 131,266 shares; 2025Q4: 137,151 shares; 2026Q1: 144,488 shares 144,488 $6.94M 0.2% +7,337 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,973 shares; 2025Q2: 93,684 shares; 2025Q3: not reported; 2025Q4: 195,152 shares; 2026Q1: 201,754 shares 201,754 $6.84M 0.19% +6,602 Timeline DFGR 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: 582,006 shares; 2024Q4: 602,258 shares; 2025Q1: 646,383 shares; 2025Q2: 656,264 shares; 2025Q3: not reported; 2025Q4: 747,077 shares; 2026Q1: 256,897 shares 256,897 $6.83M 0.19% -490,180 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: 6,271 shares; 2024Q4: 8,575 shares; 2025Q1: 7,420 shares; 2025Q2: 7,427 shares; 2025Q3: 30,539 shares; 2025Q4: 23,968 shares; 2026Q1: 13,493 shares 13,493 $6.74M 0.19% -10,475 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: 10,781 shares; 2024Q4: 28,790 shares; 2025Q1: 18,475 shares; 2025Q2: 22,535 shares; 2025Q3: 291,763 shares; 2025Q4: 93,955 shares; 2026Q1: 52,767 shares 52,767 $6.56M 0.19% -41,188 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: 32,117 shares; 2024Q4: 32,558 shares; 2025Q1: 31,451 shares; 2025Q2: 30,857 shares; 2025Q3: not reported; 2025Q4: 55,495 shares; 2026Q1: 45,805 shares 45,805 $6.52M 0.18% -9,690 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: 2,465 shares; 2024Q4: 2,673 shares; 2025Q1: 2,467 shares; 2025Q2: 3,035 shares; 2025Q3: 22,563 shares; 2025Q4: 8,688 shares; 2026Q1: 6,998 shares 6,998 $6.44M 0.18% -1,690 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,399 shares; 2025Q1: 89,324 shares; 2025Q2: 124,370 shares; 2025Q3: 129,264 shares; 2025Q4: 130,988 shares; 2026Q1: 135,116 shares 135,116 $6.15M 0.17% +4,128 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: 115,293 shares; 2024Q4: 113,651 shares; 2025Q1: 110,493 shares; 2025Q2: 6,614 shares; 2025Q3: not reported; 2025Q4: 32,461 shares; 2026Q1: 29,096 shares 29,096 $6.14M 0.17% -3,365 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,490 shares; 2024Q4: 714,888 shares; 2025Q1: 109,341 shares; 2025Q2: 108,604 shares; 2025Q3: not reported; 2025Q4: 399,429 shares; 2026Q1: 145,227 shares 145,227 $6.13M 0.17% -254,202 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: 10,477 shares; 2024Q4: 12,727 shares; 2025Q1: 30,060 shares; 2025Q2: 33,966 shares; 2025Q3: 62,046 shares; 2025Q4: 61,416 shares; 2026Q1: 76,313 shares 76,313 $6.06M 0.17% +14,897 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 4,696 shares; 2025Q1: 3,644 shares; 2025Q2: 3,429 shares; 2025Q3: 4,529 shares; 2025Q4: 60,561 shares; 2026Q1: 62,874 shares 62,874 $6.03M 0.17% +2,313 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 599 shares; 2025Q1: 159 shares; 2025Q2: 226 shares; 2025Q3: 71,773 shares; 2025Q4: 18,189 shares; 2026Q1: 18,328 shares 18,328 $5.9M 0.17% +139 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: not reported; 2025Q3: not reported; 2025Q4: 7,428 shares; 2026Q1: 122,704 shares 122,704 $5.89M 0.17% +115,276 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: 46 shares; 2024Q4: 29 shares; 2025Q1: 173 shares; 2025Q2: 252 shares; 2025Q3: 307 shares; 2025Q4: 780 shares; 2026Q1: 9,493 shares 9,493 $5.86M 0.17% +8,713 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: 551 shares; 2024Q4: 16,079 shares; 2025Q1: 16,200 shares; 2025Q2: 14,637 shares; 2025Q3: not reported; 2025Q4: 29,565 shares; 2026Q1: 86,546 shares 86,546 $5.84M 0.17% +56,981 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,666 shares; 2024Q4: 40,347 shares; 2025Q1: 62,974 shares; 2025Q2: 64,510 shares; 2025Q3: not reported; 2025Q4: 67,433 shares; 2026Q1: 74,912 shares 74,912 $5.78M 0.16% +7,479 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,563 shares; 2025Q1: 1,979 shares; 2025Q2: 2,321 shares; 2025Q3: 8,203 shares; 2025Q4: 5,515 shares; 2026Q1: 15,944 shares 15,944 $5.71M 0.16% +10,429 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: 7,388 shares; 2024Q4: 10,400 shares; 2025Q1: 8,531 shares; 2025Q2: 8,978 shares; 2025Q3: 43,036 shares; 2025Q4: 25,886 shares; 2026Q1: 18,214 shares 18,214 $5.66M 0.16% -7,672 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: 2,497 shares; 2024Q4: 14,038 shares; 2025Q1: 9,664 shares; 2025Q2: 10,822 shares; 2025Q3: 56,223 shares; 2025Q4: 28,500 shares; 2026Q1: 26,690 shares 26,690 $5.52M 0.16% -1,810 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325,200 shares; 2025Q3: 369,559 shares; 2025Q4: 411,251 shares; 2026Q1: 431,251 shares 431,251 $5.46M 0.15% +20,000 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 108,306 shares 108,306 $5.4M 0.15% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 352 shares; 2025Q1: 427 shares; 2025Q2: 758 shares; 2025Q3: not reported; 2025Q4: 54,608 shares; 2026Q1: 25,503 shares 25,503 $5.25M 0.15% -29,105 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: 15,441 shares; 2024Q4: 50,627 shares; 2025Q1: 45,514 shares; 2025Q2: 39,334 shares; 2025Q3: 171,404 shares; 2025Q4: 64,279 shares; 2026Q1: 106,722 shares 106,722 $5.21M 0.15% +42,443 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: 4,085 shares; 2024Q4: 10,716 shares; 2025Q1: 6,635 shares; 2025Q2: 7,830 shares; 2025Q3: 61,818 shares; 2025Q4: 31,085 shares; 2026Q1: 32,641 shares 32,641 $5.21M 0.15% +1,556 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: 3,106 shares; 2024Q4: 8,355 shares; 2025Q1: 5,110 shares; 2025Q2: 6,020 shares; 2025Q3: 30,072 shares; 2025Q4: 18,388 shares; 2026Q1: 15,738 shares 15,738 $5.18M 0.15% -2,650 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,978 shares; 2025Q1: 88,545 shares; 2025Q2: 114,610 shares; 2025Q3: not reported; 2025Q4: 165,708 shares; 2026Q1: 224,002 shares 224,002 $5.14M 0.15% +58,294 Timeline SYSB ISHARES 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: 8,285 shares; 2026Q1: 55,847 shares 55,847 $4.97M 0.14% +47,562 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: 4,723 shares; 2024Q4: 16,278 shares; 2025Q1: 10,003 shares; 2025Q2: 9,561 shares; 2025Q3: 224,794 shares; 2025Q4: 25,531 shares; 2026Q1: 31,713 shares 31,713 $4.92M 0.14% +6,182 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: 258,277 shares; 2024Q4: 997,059 shares; 2025Q1: 92,256 shares; 2025Q2: 194,251 shares; 2025Q3: not reported; 2025Q4: 146,435 shares; 2026Q1: 167,411 shares 167,411 $4.88M 0.14% +20,976 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: 587 shares; 2024Q4: 2,128 shares; 2025Q1: 2,496 shares; 2025Q2: 3,016 shares; 2025Q3: not reported; 2025Q4: 173,705 shares; 2026Q1: 65,271 shares 65,271 $4.85M 0.14% -108,434 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,432 shares; 2024Q4: 80,887 shares; 2025Q1: 3,014 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: 7,983 shares; 2026Q1: 15,400 shares 15,400 $4.83M 0.14% +7,417 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: 2,411 shares; 2024Q4: 6,433 shares; 2025Q1: 9,568 shares; 2025Q2: 9,664 shares; 2025Q3: not reported; 2025Q4: 64,681 shares; 2026Q1: 52,783 shares 52,783 $4.8M 0.14% -11,898 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: 11,303 shares; 2024Q4: 27,720 shares; 2025Q1: 38,185 shares; 2025Q2: 29,823 shares; 2025Q3: 61,071 shares; 2025Q4: 52,901 shares; 2026Q1: 95,625 shares 95,625 $4.78M 0.13% +42,724 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: 334 shares; 2024Q4: 371 shares; 2025Q1: 119 shares; 2025Q2: 197 shares; 2025Q3: 3,553 shares; 2025Q4: 4,218 shares; 2026Q1: 13,838 shares 13,838 $4.78M 0.13% +9,620 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 7,081 shares; 2025Q1: 8,526 shares; 2025Q2: 10,557 shares; 2025Q3: 32,962 shares; 2025Q4: 31,726 shares; 2026Q1: 32,061 shares 32,061 $4.76M 0.13% +335 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: 402 shares; 2024Q4: 1,609 shares; 2025Q1: 1,634 shares; 2025Q2: 2,225 shares; 2025Q3: not reported; 2025Q4: 19,253 shares; 2026Q1: 48,516 shares 48,516 $4.71M 0.13% +29,263 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,065 shares; 2024Q4: 28,568 shares; 2025Q1: 27,248 shares; 2025Q2: 26,735 shares; 2025Q3: not reported; 2025Q4: 29,457 shares; 2026Q1: 30,741 shares 30,741 $4.65M 0.13% +1,284 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,171 shares; 2024Q4: 176,665 shares; 2025Q1: 180,135 shares; 2025Q2: 172,070 shares; 2025Q3: 4,050,068 shares; 2025Q4: 183,570 shares; 2026Q1: 182,454 shares 182,454 $4.58M 0.13% -1,116 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: 721 shares; 2024Q4: 737 shares; 2025Q1: 192 shares; 2025Q2: 313 shares; 2025Q3: 7,846 shares; 2025Q4: 5,519 shares; 2026Q1: 17,577 shares 17,577 $4.58M 0.13% +12,058 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: 18,901 shares; 2024Q4: 4,429 shares; 2025Q1: 16,222 shares; 2025Q2: 193,687 shares; 2025Q3: not reported; 2025Q4: 203,450 shares; 2026Q1: 39,887 shares 39,887 $4.51M 0.13% -163,563 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: 2,047 shares; 2024Q4: 13,200 shares; 2025Q1: 5,640 shares; 2025Q2: 5,528 shares; 2025Q3: 69,753 shares; 2025Q4: 26,476 shares; 2026Q1: 109,221 shares 109,221 $4.48M 0.13% +82,745 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: 3,895 shares; 2024Q4: 4,851 shares; 2025Q1: 9,534 shares; 2025Q2: 7,776 shares; 2025Q3: 75,012 shares; 2025Q4: 37,718 shares; 2026Q1: 23,322 shares 23,322 $4.47M 0.13% -14,396 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,951 shares; 2025Q1: 1,460 shares; 2025Q2: 1,473 shares; 2025Q3: 5,886 shares; 2025Q4: 2,398 shares; 2026Q1: 4,989 shares 4,989 $4.47M 0.13% +2,591 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 6,980 shares; 2025Q1: 5,013 shares; 2025Q2: 8,701 shares; 2025Q3: 194,479 shares; 2025Q4: 47,898 shares; 2026Q1: 73,108 shares 73,108 $4.43M 0.13% +25,210 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 645,396 shares; 2025Q2: 687,001 shares; 2025Q3: not reported; 2025Q4: 774,265 shares; 2026Q1: 106,682 shares 106,682 $4.43M 0.13% -667,583 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: 206 shares; 2024Q4: 296 shares; 2025Q1: 314 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 6,081 shares; 2026Q1: 23,732 shares 23,732 $4.31M 0.12% +17,651 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,425 shares; 2024Q4: 176,945 shares; 2025Q1: 172,014 shares; 2025Q2: 8,126 shares; 2025Q3: not reported; 2025Q4: 9,159 shares; 2026Q1: 33,395 shares 33,395 $4.28M 0.12% +24,236 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 7,564 shares; 2025Q1: 5,211 shares; 2025Q2: 4,834 shares; 2025Q3: 54,982 shares; 2025Q4: 30,247 shares; 2026Q1: 41,591 shares 41,591 $4.26M 0.12% +11,344 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: 7,094 shares; 2024Q4: 9,359 shares; 2025Q1: 9,011 shares; 2025Q2: 10,036 shares; 2025Q3: 30,071 shares; 2025Q4: 16,103 shares; 2026Q1: 17,233 shares 17,233 $4.18M 0.12% +1,130 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: 33,085 shares; 2024Q4: 38,384 shares; 2025Q1: 34,906 shares; 2025Q2: 36,862 shares; 2025Q3: not reported; 2025Q4: 46,109 shares; 2026Q1: 44,710 shares 44,710 $4.15M 0.12% -1,399 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: 6,428 shares; 2024Q4: 7,399 shares; 2025Q1: 7,199 shares; 2025Q2: 7,844 shares; 2025Q3: not reported; 2025Q4: 16,482 shares; 2026Q1: 25,086 shares 25,086 $4.1M 0.12% +8,604 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,908 shares; 2024Q4: 43,097 shares; 2025Q1: 43,425 shares; 2025Q2: 44,038 shares; 2025Q3: not reported; 2025Q4: 51,256 shares; 2026Q1: 46,098 shares 46,098 $4.09M 0.12% -5,158 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 13,624 shares; 2025Q4: 13,602 shares; 2026Q1: 13,818 shares 13,818 $4.08M 0.12% +216 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: 5,145 shares; 2024Q4: 5,698 shares; 2025Q1: 5,275 shares; 2025Q2: 6,720 shares; 2025Q3: 27,436 shares; 2025Q4: 22,400 shares; 2026Q1: 11,754 shares 11,754 $3.97M 0.11% -10,646 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: 121 shares; 2024Q4: 6,100 shares; 2025Q1: 3,411 shares; 2025Q2: 11,964 shares; 2025Q3: 26,121 shares; 2025Q4: 15,925 shares; 2026Q1: 27,299 shares 27,299 $3.95M 0.11% +11,374 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: 3,922 shares; 2024Q4: 12,782 shares; 2025Q1: 11,456 shares; 2025Q2: 12,076 shares; 2025Q3: 37,365 shares; 2025Q4: 35,059 shares; 2026Q1: 42,190 shares 42,190 $3.92M 0.11% +7,131 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: 752 shares; 2024Q4: 2,751 shares; 2025Q1: 12,845 shares; 2025Q2: 8,011 shares; 2025Q3: not reported; 2025Q4: 357,901 shares; 2026Q1: 54,647 shares 54,647 $3.92M 0.11% -303,254 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: 4,115 shares; 2024Q4: 13,154 shares; 2025Q1: 9,328 shares; 2025Q2: 12,168 shares; 2025Q3: 92,581 shares; 2025Q4: 55,080 shares; 2026Q1: 51,316 shares 51,316 $3.9M 0.11% -3,764 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: 153 shares; 2024Q4: 192 shares; 2025Q1: 599 shares; 2025Q2: 502 shares; 2025Q3: 35,632 shares; 2025Q4: 3,360 shares; 2026Q1: 10,855 shares 10,855 $3.87M 0.11% +7,495 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 25,613 shares; 2025Q1: 27,971 shares; 2025Q2: 47,335 shares; 2025Q3: not reported; 2025Q4: 66,383 shares; 2026Q1: 74,092 shares 74,092 $3.75M 0.11% +7,709 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,711 shares; 2024Q4: 81,239 shares; 2025Q1: 80,508 shares; 2025Q2: 95,919 shares; 2025Q3: not reported; 2025Q4: 92,837 shares; 2026Q1: 94,758 shares 94,758 $3.74M 0.11% +1,921 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: 2,398 shares; 2024Q4: 2,942 shares; 2025Q1: 2,907 shares; 2025Q2: 3,939 shares; 2025Q3: 32,246 shares; 2025Q4: 23,190 shares; 2026Q1: 17,976 shares 17,976 $3.73M 0.11% -5,214 Timeline KNG 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: 7,125 shares; 2024Q4: 80,463 shares; 2025Q1: 52,411 shares; 2025Q2: 61,157 shares; 2025Q3: not reported; 2025Q4: 73,535 shares; 2026Q1: 76,246 shares 76,246 $3.71M 0.1% +2,711 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: 1,822 shares; 2024Q4: 20,004 shares; 2025Q1: 24,857 shares; 2025Q2: 16,571 shares; 2025Q3: not reported; 2025Q4: 33,787 shares; 2026Q1: 52,323 shares 52,323 $3.69M 0.1% +18,536 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: 1,285 shares; 2024Q4: 27,694 shares; 2025Q1: 22,427 shares; 2025Q2: 21,364 shares; 2025Q3: not reported; 2025Q4: 16,427 shares; 2026Q1: 14,426 shares 14,426 $3.68M 0.1% -2,001 Timeline DFLV 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: 632,499 shares; 2024Q4: 643,527 shares; 2025Q1: 121,308 shares; 2025Q2: 119,307 shares; 2025Q3: not reported; 2025Q4: 114,365 shares; 2026Q1: 101,611 shares 101,611 $3.63M 0.1% -12,754 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,495 shares; 2025Q3: not reported; 2025Q4: 44,722 shares; 2026Q1: 32,471 shares 32,471 $3.59M 0.1% -12,251 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: 6,852 shares; 2024Q4: 7,043 shares; 2025Q1: 6,741 shares; 2025Q2: 7,437 shares; 2025Q3: 132,183 shares; 2025Q4: 15,231 shares; 2026Q1: 10,524 shares 10,524 $3.56M 0.1% -4,707 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: 16,277 shares; 2024Q4: 59,206 shares; 2025Q1: 39,537 shares; 2025Q2: 44,403 shares; 2025Q3: not reported; 2025Q4: 53,122 shares; 2026Q1: 56,635 shares 56,635 $3.55M 0.1% +3,513 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: 2,174 shares; 2024Q4: 4,123 shares; 2025Q1: 3,965 shares; 2025Q2: 7,860 shares; 2025Q3: 36,554 shares; 2025Q4: 19,892 shares; 2026Q1: 12,874 shares 12,874 $3.53M 0.1% -7,018 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: 1,064 shares; 2024Q4: 2,512 shares; 2025Q1: 2,550 shares; 2025Q2: 4,583 shares; 2025Q3: 24,553 shares; 2025Q4: 13,238 shares; 2026Q1: 8,175 shares 8,175 $3.52M 0.1% -5,063 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: 395 shares; 2024Q4: 921 shares; 2025Q1: 6,726 shares; 2025Q2: 6,917 shares; 2025Q3: 52,975 shares; 2025Q4: 15,478 shares; 2026Q1: 24,066 shares 24,066 $3.51M 0.1% +8,588 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: 301 shares; 2024Q4: 2,134 shares; 2025Q1: 5,784 shares; 2025Q2: 3,261 shares; 2025Q3: 26,789 shares; 2025Q4: 13,357 shares; 2026Q1: 9,903 shares 9,903 $3.44M 0.1% -3,454 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: 526 shares; 2024Q4: 673 shares; 2025Q1: 878 shares; 2025Q2: 1,662 shares; 2025Q3: 4,040 shares; 2025Q4: 3,241 shares; 2026Q1: 3,969 shares 3,969 $3.37M 0.1% +728 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: 4,348 shares; 2024Q4: 4,991 shares; 2025Q1: 4,815 shares; 2025Q2: 5,915 shares; 2025Q3: not reported; 2025Q4: 18,964 shares; 2026Q1: 24,976 shares 24,976 $3.35M 0.09% +6,012 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: 4,056 shares; 2024Q4: 4,085 shares; 2025Q1: 3,887 shares; 2025Q2: 2,920 shares; 2025Q3: not reported; 2025Q4: 8,035 shares; 2026Q1: 7,678 shares 7,678 $3.27M 0.09% -357 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: 15,356 shares; 2024Q4: 124,542 shares; 2025Q1: 94,701 shares; 2025Q2: 73,950 shares; 2025Q3: not reported; 2025Q4: 67,643 shares; 2026Q1: 64,360 shares 64,360 $3.21M 0.09% -3,283 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares; 2026Q1: 30,711 shares 30,711 $3.13M 0.09% +28,236 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: 13,830 shares; 2024Q4: 9,725 shares; 2025Q1: 247,415 shares; 2025Q2: 8,259 shares; 2025Q3: not reported; 2025Q4: 63,957 shares; 2026Q1: 34,099 shares 34,099 $3.12M 0.09% -29,858 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 93 shares; 2025Q1: 113 shares; 2025Q2: 387 shares; 2025Q3: 103,721 shares; 2025Q4: 1,795 shares; 2026Q1: 14,566 shares 14,566 $3.09M 0.09% +12,771 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: 1,182 shares; 2024Q4: 1,333 shares; 2025Q1: 1,314 shares; 2025Q2: 1,320 shares; 2025Q3: 16,498 shares; 2025Q4: 3,677 shares; 2026Q1: 3,415 shares 3,415 $3.03M 0.09% -262 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: 1,851 shares; 2024Q4: 4,223 shares; 2025Q1: 4,097 shares; 2025Q2: 6,936 shares; 2025Q3: not reported; 2025Q4: 15,229 shares; 2026Q1: 42,680 shares 42,680 $3M 0.08% +27,451 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 22,136 shares; 2025Q1: 23,889 shares; 2025Q2: 24,156 shares; 2025Q3: not reported; 2025Q4: 40,238 shares; 2026Q1: 50,756 shares 50,756 $2.97M 0.08% +10,518 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 123,896 shares; 2025Q4: 60,702 shares; 2026Q1: 26,360 shares 26,360 $2.93M 0.08% -34,342 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: 719 shares; 2024Q4: 678 shares; 2025Q1: 1,351 shares; 2025Q2: 2,273 shares; 2025Q3: 5,453 shares; 2025Q4: 2,636 shares; 2026Q1: 3,451 shares 3,451 $2.91M 0.08% +815 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: 2,944 shares; 2024Q4: 3,232 shares; 2025Q1: 3,475 shares; 2025Q2: 5,189 shares; 2025Q3: not reported; 2025Q4: 28,018 shares; 2026Q1: 23,263 shares 23,263 $2.89M 0.08% -4,755 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 230,050 shares 230,050 $2.85M 0.08% +225,050 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: 4,286 shares; 2025Q1: 7,652 shares; 2025Q2: 9,413 shares; 2025Q3: 14,675 shares; 2025Q4: 8,728 shares; 2026Q1: 66,840 shares 66,840 $2.85M 0.08% +58,112 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: 7,839 shares; 2024Q4: 8,596 shares; 2025Q1: 6,128 shares; 2025Q2: 6,669 shares; 2025Q3: 12,318 shares; 2025Q4: 7,819 shares; 2026Q1: 6,667 shares 6,667 $2.83M 0.08% -1,152 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: 4,925 shares; 2024Q4: 4,829 shares; 2025Q1: 3,882 shares; 2025Q2: 5,126 shares; 2025Q3: 79,439 shares; 2025Q4: 10,012 shares; 2026Q1: 9,987 shares 9,987 $2.83M 0.08% -25 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: 5,245 shares; 2024Q4: 12,378 shares; 2025Q1: 6,632 shares; 2025Q2: 12,190 shares; 2025Q3: 185,278 shares; 2025Q4: 45,776 shares; 2026Q1: 24,961 shares 24,961 $2.83M 0.08% -20,815 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: 2,249 shares; 2024Q4: 2,348 shares; 2025Q1: 5,034 shares; 2025Q2: 4,250 shares; 2025Q3: 25,544 shares; 2025Q4: 4,741 shares; 2026Q1: 8,666 shares 8,666 $2.82M 0.08% +3,925 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,444 shares; 2025Q4: 12,738 shares; 2026Q1: 1,386,533 shares 1,386,533 $2.81M 0.08% +1,373,795 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: 11,045 shares; 2024Q4: 15,314 shares; 2025Q1: 14,586 shares; 2025Q2: 27,871 shares; 2025Q3: not reported; 2025Q4: 74,810 shares; 2026Q1: 37,670 shares 37,670 $2.77M 0.08% -37,140 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 91 shares; 2025Q2: 126 shares; 2025Q3: 553 shares; 2025Q4: 536 shares; 2026Q1: 13,316 shares 13,316 $2.77M 0.08% +12,780 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: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 13,712 shares; 2025Q3: not reported; 2025Q4: 16,628 shares; 2026Q1: 18,927 shares 18,927 $2.76M 0.08% +2,299 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,019 shares; 2025Q1: 1,399 shares; 2025Q2: 1,035 shares; 2025Q3: 44,401 shares; 2025Q4: 9,906 shares; 2026Q1: 17,559 shares 17,559 $2.75M 0.08% +7,653 Timeline GNOV 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: not reported; 2025Q4: not reported; 2026Q1: 70,703 shares 70,703 $2.75M 0.08% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 5,265 shares; 2025Q1: 5,185 shares; 2025Q2: 4,473 shares; 2025Q3: not reported; 2025Q4: 17,415 shares; 2026Q1: 74,724 shares 74,724 $2.75M 0.08% +57,309 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: 597 shares; 2024Q4: 2,404 shares; 2025Q1: 2,025 shares; 2025Q2: 1,817 shares; 2025Q3: not reported; 2025Q4: 2,424 shares; 2026Q1: 3,942 shares 3,942 $2.75M 0.08% +1,518 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 136,635 shares; 2025Q3: 120,290 shares; 2025Q4: 110,414 shares; 2026Q1: 106,406 shares 106,406 $2.72M 0.08% -4,008 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,179 shares; 2024Q4: 10,824 shares; 2025Q1: 11,227 shares; 2025Q2: 11,079 shares; 2025Q3: not reported; 2025Q4: 27,464 shares; 2026Q1: 19,945 shares 19,945 $2.71M 0.08% -7,519 Timeline GJAN 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: not reported; 2025Q4: not reported; 2026Q1: 64,172 shares 64,172 $2.69M 0.08% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,517 shares; 2025Q1: 6,496 shares; 2025Q2: 19,805 shares; 2025Q3: 24,285 shares; 2025Q4: 18,206 shares; 2026Q1: 16,512 shares 16,512 $2.68M 0.08% -1,694 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: 920 shares; 2024Q4: 1,136 shares; 2025Q1: 1,067 shares; 2025Q2: 1,150 shares; 2025Q3: 9,960 shares; 2025Q4: 4,069 shares; 2026Q1: 3,778 shares 3,778 $2.68M 0.08% -291 Timeline VV 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: 999 shares; 2024Q4: 755 shares; 2025Q1: 610 shares; 2025Q2: 546 shares; 2025Q3: not reported; 2025Q4: 4,304 shares; 2026Q1: 8,947 shares 8,947 $2.67M 0.08% +4,643 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: 5,689 shares; 2024Q4: 5,978 shares; 2025Q1: 5,806 shares; 2025Q2: 5,706 shares; 2025Q3: not reported; 2025Q4: 14,628 shares; 2026Q1: 11,129 shares 11,129 $2.67M 0.08% -3,499 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: 5,127 shares; 2024Q4: 13,894 shares; 2025Q1: 19,212 shares; 2025Q2: 18,446 shares; 2025Q3: 93,344 shares; 2025Q4: 61,518 shares; 2026Q1: 93,324 shares 93,324 $2.66M 0.08% +31,806 Timeline AFGR 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: 89,561 shares; 2024Q4: 91,909 shares; 2025Q1: 92,389 shares; 2025Q2: 92,581 shares; 2025Q3: not reported; 2025Q4: 92,331 shares; 2026Q1: 84,416 shares 84,416 $2.65M 0.07% -7,915 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: 180 shares; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: not reported; 2025Q4: 18,866 shares; 2026Q1: 27,196 shares 27,196 $2.64M 0.07% +8,330 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,621 shares; 2025Q1: 29,214 shares; 2025Q2: 14,336 shares; 2025Q3: 17,189 shares; 2025Q4: 10,804 shares; 2026Q1: 65,248 shares 65,248 $2.63M 0.07% +54,444 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: 4,657 shares; 2026Q1: 7,150 shares 7,150 $2.63M 0.07% +2,493 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: 281 shares; 2024Q4: 327 shares; 2025Q1: 104 shares; 2025Q2: 321 shares; 2025Q3: 8,014 shares; 2025Q4: 4,512 shares; 2026Q1: 7,835 shares 7,835 $2.57M 0.07% +3,323 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: 5,766 shares; 2024Q4: 8,658 shares; 2025Q1: 20,465 shares; 2025Q2: 12,460 shares; 2025Q3: 35,027 shares; 2025Q4: 27,918 shares; 2026Q1: 38,675 shares 38,675 $2.57M 0.07% +10,757 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 1,432 shares; 2025Q3: not reported; 2025Q4: 7,108 shares; 2026Q1: 44,302 shares 44,302 $2.52M 0.07% +37,194 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 3,148 shares; 2025Q1: 3,089 shares; 2025Q2: 2,956 shares; 2025Q3: 7,917 shares; 2025Q4: 6,865 shares; 2026Q1: 21,723 shares 21,723 $2.51M 0.07% +14,858 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,117 shares; 2025Q1: 4,420 shares; 2025Q2: 4,476 shares; 2025Q3: 28,266 shares; 2025Q4: 10,438 shares; 2026Q1: 9,181 shares 9,181 $2.5M 0.07% -1,257 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: 2,209 shares; 2024Q4: 7,909 shares; 2025Q1: 3,468 shares; 2025Q2: 3,483 shares; 2025Q3: 23,262 shares; 2025Q4: 19,942 shares; 2026Q1: 27,762 shares 27,762 $2.49M 0.07% +7,820 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: 7,503 shares; 2024Q4: 8,504 shares; 2025Q1: 8,199 shares; 2025Q2: 21,910 shares; 2025Q3: 28,337 shares; 2025Q4: 21,198 shares; 2026Q1: 21,601 shares 21,601 $2.48M 0.07% +403 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: 275 shares; 2024Q4: 1,187 shares; 2025Q1: 733 shares; 2025Q2: 1,134 shares; 2025Q3: 9,395 shares; 2025Q4: 4,109 shares; 2026Q1: 26,867 shares 26,867 $2.47M 0.07% +22,758 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: 1,470 shares; 2025Q1: 1,215 shares; 2025Q2: 2,456 shares; 2025Q3: 32,823 shares; 2025Q4: 6,280 shares; 2026Q1: 11,515 shares 11,515 $2.46M 0.07% +5,235 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: 2,006 shares; 2024Q4: 2,831 shares; 2025Q1: 2,406 shares; 2025Q2: 2,360 shares; 2025Q3: 10,617 shares; 2025Q4: 2,503 shares; 2026Q1: 6,931 shares 6,931 $2.45M 0.07% +4,428 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: not reported; 2025Q4: 157,288 shares; 2026Q1: 22,277 shares 22,277 $2.44M 0.07% -135,011 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,129 shares; 2025Q1: 5,243 shares; 2025Q2: 6,842 shares; 2025Q3: not reported; 2025Q4: 51,895 shares; 2026Q1: 24,175 shares 24,175 $2.43M 0.07% -27,720 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: 64,681 shares; 2025Q1: 53,280 shares; 2025Q2: 48,328 shares; 2025Q3: not reported; 2025Q4: 53,573 shares; 2026Q1: 40,528 shares 40,528 $2.42M 0.07% -13,045 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,251 shares; 2025Q1: 59,758 shares; 2025Q2: 54,843 shares; 2025Q3: not reported; 2025Q4: 52,626 shares; 2026Q1: 51,351 shares 51,351 $2.42M 0.07% -1,275 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: 4 shares; 2024Q4: 1,238 shares; 2025Q1: 59 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 57,668 shares; 2026Q1: 27,585 shares 27,585 $2.39M 0.07% -30,083 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: 8,113 shares; 2024Q4: 8,032 shares; 2025Q1: 6,361 shares; 2025Q2: 7,145 shares; 2025Q3: not reported; 2025Q4: 6,537 shares; 2026Q1: 8,776 shares 8,776 $2.39M 0.07% +2,239 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,587 shares; 2024Q4: 19,560 shares; 2025Q1: 19,634 shares; 2025Q2: 19,663 shares; 2025Q3: 118,648 shares; 2025Q4: 19,872 shares; 2026Q1: 19,836 shares 19,836 $2.37M 0.07% -36 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: 1,383 shares; 2024Q4: 2,248 shares; 2025Q1: 2,301 shares; 2025Q2: 3,516 shares; 2025Q3: 164,484 shares; 2025Q4: 33,252 shares; 2026Q1: 24,694 shares 24,694 $2.32M 0.07% -8,558 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: 724 shares; 2024Q4: 698 shares; 2025Q1: 1,711 shares; 2025Q2: 4,799 shares; 2025Q3: not reported; 2025Q4: 4,745 shares; 2026Q1: 30,216 shares 30,216 $2.31M 0.07% +25,471 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: 3,333 shares; 2024Q4: 3,468 shares; 2025Q1: 3,418 shares; 2025Q2: 3,307 shares; 2025Q3: 15,264 shares; 2025Q4: 9,498 shares; 2026Q1: 9,759 shares 9,759 $2.31M 0.07% +261 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 2,058 shares; 2025Q1: 2,059 shares; 2025Q2: 2,026 shares; 2025Q3: 23,643 shares; 2025Q4: 6,585 shares; 2026Q1: 38,723 shares 38,723 $2.29M 0.06% +32,138 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: 1,623 shares; 2024Q4: 2,960 shares; 2025Q1: 4,245 shares; 2025Q2: 10,239 shares; 2025Q3: 60,455 shares; 2025Q4: 21,528 shares; 2026Q1: 13,799 shares 13,799 $2.28M 0.06% -7,729 Timeline SPTS 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: 72,845 shares; 2024Q4: 74,620 shares; 2025Q1: 81,308 shares; 2025Q2: 81,194 shares; 2025Q3: not reported; 2025Q4: 82,803 shares; 2026Q1: 77,637 shares 77,637 $2.27M 0.06% -5,166 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: 305 shares; 2024Q4: 393 shares; 2025Q1: 591 shares; 2025Q2: 566 shares; 2025Q3: 16,241 shares; 2025Q4: 8,282 shares; 2026Q1: 7,052 shares 7,052 $2.26M 0.06% -1,230 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: 69 shares; 2024Q4: 96 shares; 2025Q1: 135 shares; 2025Q2: 2,724 shares; 2025Q3: 125,835 shares; 2025Q4: 83,158 shares; 2026Q1: 24,424 shares 24,424 $2.25M 0.06% -58,734 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: 2,119 shares; 2024Q4: 2,310 shares; 2025Q1: 1,707 shares; 2025Q2: 1,513 shares; 2025Q3: 10,010 shares; 2025Q4: 8,045 shares; 2026Q1: 15,522 shares 15,522 $2.25M 0.06% +7,477 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: 1,541 shares; 2024Q4: 1,441 shares; 2025Q1: 1,857 shares; 2025Q2: 3,063 shares; 2025Q3: 13,951 shares; 2025Q4: 7,520 shares; 2026Q1: 26,413 shares 26,413 $2.25M 0.06% +18,893 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: 9,748 shares; 2024Q4: 38,977 shares; 2025Q1: 21,237 shares; 2025Q2: 31,096 shares; 2025Q3: 156,995 shares; 2025Q4: 74,022 shares; 2026Q1: 79,856 shares 79,856 $2.24M 0.06% +5,834 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6,873 shares; 2025Q1: 6,240 shares; 2025Q2: 6,206 shares; 2025Q3: 13,189 shares; 2025Q4: 7,438 shares; 2026Q1: 6,941 shares 6,941 $2.22M 0.06% -497 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: 3,766 shares; 2024Q4: 3,766 shares; 2025Q1: 387,351 shares; 2025Q2: 7,881 shares; 2025Q3: not reported; 2025Q4: 40,233 shares; 2026Q1: 43,950 shares 43,950 $2.22M 0.06% +3,717 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: 1,202 shares; 2024Q4: 5,881 shares; 2025Q1: 9,431 shares; 2025Q2: 8,301 shares; 2025Q3: 28,117 shares; 2025Q4: 15,317 shares; 2026Q1: 17,109 shares 17,109 $2.22M 0.06% +1,792 Timeline IROC 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: not reported; 2025Q4: not reported; 2026Q1: 43,968 shares 43,968 $2.21M 0.06% new Timeline EIPX 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: 48,209 shares; 2025Q1: 50,133 shares; 2025Q2: 59,769 shares; 2025Q3: not reported; 2025Q4: 68,658 shares; 2026Q1: 68,849 shares 68,849 $2.21M 0.06% +191 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: 1,009 shares; 2024Q4: 2,506 shares; 2025Q1: 1,922 shares; 2025Q2: 1,700 shares; 2025Q3: 3,947 shares; 2025Q4: 2,913 shares; 2026Q1: 1,666 shares 1,666 $2.21M 0.06% -1,247 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: 1,885 shares; 2024Q4: 3,210 shares; 2025Q1: 2,348 shares; 2025Q2: 2,625 shares; 2025Q3: 1,667 shares; 2025Q4: 10,580 shares; 2026Q1: 41,819 shares 41,819 $2.21M 0.06% +31,239 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 780 shares; 2025Q1: 1,261 shares; 2025Q2: 1,053 shares; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 6,122 shares 6,122 $2.19M 0.06% +6,021 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: 2,518 shares; 2024Q4: 3,375 shares; 2025Q1: 2,371 shares; 2025Q2: 5,005 shares; 2025Q3: 17,702 shares; 2025Q4: 7,169 shares; 2026Q1: 10,997 shares 10,997 $2.18M 0.06% +3,828 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.06% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 19,266 shares; 2025Q1: 16,751 shares; 2025Q2: 17,596 shares; 2025Q3: not reported; 2025Q4: 35,192 shares; 2026Q1: 35,192 shares 35,192 $2.15M 0.06% 0 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: 10,926 shares; 2024Q4: 45,228 shares; 2025Q1: 71,528 shares; 2025Q2: 55,614 shares; 2025Q3: 83,785 shares; 2025Q4: 83,008 shares; 2026Q1: 76,957 shares 76,957 $2.14M 0.06% -6,051 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,170 shares; 2025Q1: 948 shares; 2025Q2: 965 shares; 2025Q3: 82,693 shares; 2025Q4: 41,956 shares; 2026Q1: 19,382 shares 19,382 $2.13M 0.06% -22,574 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: 639 shares; 2024Q4: 122 shares; 2025Q1: 294 shares; 2025Q2: 484 shares; 2025Q3: 6,222 shares; 2025Q4: 3,714 shares; 2026Q1: 7,966 shares 7,966 $2.13M 0.06% +4,252 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: 810 shares; 2024Q4: 858 shares; 2025Q1: 763 shares; 2025Q2: 1,281 shares; 2025Q3: 6,513 shares; 2025Q4: 8,326 shares; 2026Q1: 10,649 shares 10,649 $2.11M 0.06% +2,323 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: 5,302 shares; 2024Q4: 5,812 shares; 2025Q1: 5,301 shares; 2025Q2: 11,680 shares; 2025Q3: not reported; 2025Q4: 32,731 shares; 2026Q1: 34,342 shares 34,342 $2.1M 0.06% +1,611 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: 3,840 shares; 2024Q4: 5,409 shares; 2025Q1: 4,458 shares; 2025Q2: 6,299 shares; 2025Q3: 87,650 shares; 2025Q4: 41,356 shares; 2026Q1: 26,392 shares 26,392 $2.1M 0.06% -14,964 Timeline VCLT 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: 24,915 shares; 2024Q4: 27,197 shares; 2025Q1: 27,543 shares; 2025Q2: 27,075 shares; 2025Q3: not reported; 2025Q4: 27,546 shares; 2026Q1: 27,925 shares 27,925 $2.09M 0.06% +379 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: 3,239 shares; 2024Q4: 5,135 shares; 2025Q1: 1,942 shares; 2025Q2: 2,922 shares; 2025Q3: 24,672 shares; 2025Q4: 8,923 shares; 2026Q1: 36,177 shares 36,177 $2.09M 0.06% +27,254 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 249 shares; 2025Q3: 106 shares; 2025Q4: 4,545 shares; 2026Q1: 28,625 shares 28,625 $2.08M 0.06% +24,080 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 34,936 shares; 2026Q1: 190,340 shares 190,340 $2.08M 0.06% +155,404 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 95 shares; 2025Q1: 97 shares; 2025Q2: 231 shares; 2025Q3: 3,711 shares; 2025Q4: 2,759 shares; 2026Q1: 2,839 shares 2,839 $2.07M 0.06% +80 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,028 shares; 2025Q1: 868 shares; 2025Q2: 2,804 shares; 2025Q3: 17,257 shares; 2025Q4: 14,493 shares; 2026Q1: 14,128 shares 14,128 $2.06M 0.06% -365 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: 2,076 shares; 2026Q1: 5,764 shares 5,764 $2.06M 0.06% +3,688 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: 509 shares; 2024Q4: 614 shares; 2025Q1: 343 shares; 2025Q2: 129 shares; 2025Q3: 4,945 shares; 2025Q4: 1,324 shares; 2026Q1: 11,101 shares 11,101 $2.05M 0.06% +9,777 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: 509 shares; 2024Q4: 1,924 shares; 2025Q1: 2,330 shares; 2025Q2: 5,732 shares; 2025Q3: 15,165 shares; 2025Q4: 7,343 shares; 2026Q1: 4,870 shares 4,870 $2.04M 0.06% -2,473 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,941 shares; 2024Q4: 91,464 shares; 2025Q1: 91,123 shares; 2025Q2: 91,902 shares; 2025Q3: 230,500 shares; 2025Q4: 99,370 shares; 2026Q1: 99,869 shares 99,869 $2.03M 0.06% +499 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 26,351 shares; 2025Q1: 23,431 shares; 2025Q2: 21,465 shares; 2025Q3: not reported; 2025Q4: 32,960 shares; 2026Q1: 18,386 shares 18,386 $2.03M 0.06% -14,574 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 634 shares; 2025Q2: 2,344 shares; 2025Q3: not reported; 2025Q4: 2,768 shares; 2026Q1: 20,949 shares 20,949 $2.03M 0.06% +18,181 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: 15,025 shares; 2025Q1: 15,142 shares; 2025Q2: 12,299 shares; 2025Q3: not reported; 2025Q4: 13,154 shares; 2026Q1: 39,512 shares 39,512 $2.01M 0.06% +26,358 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: 7,621 shares; 2024Q4: 8,086 shares; 2025Q1: 6,355 shares; 2025Q2: 6,855 shares; 2025Q3: 38,387 shares; 2025Q4: 9,930 shares; 2026Q1: 10,594 shares 10,594 $2.01M 0.06% +664 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: 2,054 shares; 2024Q4: 2,109 shares; 2025Q1: 648 shares; 2025Q2: 1,006 shares; 2025Q3: 12,696 shares; 2025Q4: 9,960 shares; 2026Q1: 10,298 shares 10,298 $2M 0.06% +338 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: 685 shares; 2024Q4: 2,374 shares; 2025Q1: 1,245 shares; 2025Q2: 1,248 shares; 2025Q3: 9,569 shares; 2025Q4: 4,386 shares; 2026Q1: 3,268 shares 3,268 $1.98M 0.06% -1,118 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: 96,307 shares; 2025Q4: 102,140 shares; 2026Q1: 39,581 shares 39,581 $1.97M 0.06% -62,559 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: 9,766 shares; 2024Q4: 9,404 shares; 2025Q1: 6,396 shares; 2025Q2: 7,996 shares; 2025Q3: 919,108 shares; 2025Q4: 27,819 shares; 2026Q1: 43,669 shares 43,669 $1.93M 0.05% +15,850 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: 511 shares; 2025Q1: 338 shares; 2025Q2: 760 shares; 2025Q3: 1,711 shares; 2025Q4: 1,580 shares; 2026Q1: 1,981 shares 1,981 $1.91M 0.05% +401 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: 853 shares; 2024Q4: 15,326 shares; 2025Q1: 19,729 shares; 2025Q2: 20,878 shares; 2025Q3: not reported; 2025Q4: 30,395 shares; 2026Q1: 73,853 shares 73,853 $1.89M 0.05% +43,458 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: 29 shares; 2024Q4: 2,034 shares; 2025Q1: 1,094 shares; 2025Q2: 1,237 shares; 2025Q3: 18,993 shares; 2025Q4: 4,811 shares; 2026Q1: 10,901 shares 10,901 $1.89M 0.05% +6,090 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: 1,003 shares; 2024Q4: 11,618 shares; 2025Q1: 14,732 shares; 2025Q2: 14,206 shares; 2025Q3: 33,930 shares; 2025Q4: 15,627 shares; 2026Q1: 15,689 shares 15,689 $1.89M 0.05% +62 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: 2,456 shares; 2024Q4: 3,824 shares; 2025Q1: 2,646 shares; 2025Q2: 2,665 shares; 2025Q3: 11,711 shares; 2025Q4: 6,359 shares; 2026Q1: 3,782 shares 3,782 $1.86M 0.05% -2,577 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: 9,319 shares; 2025Q1: 10,380 shares; 2025Q2: 12,368 shares; 2025Q3: not reported; 2025Q4: 17,355 shares; 2026Q1: 16,761 shares 16,761 $1.86M 0.05% -594 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: 198 shares; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: 234,975 shares; 2026Q1: 22,735 shares 22,735 $1.85M 0.05% -212,240 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 16,353 shares; 2025Q1: 16,945 shares; 2025Q2: 17,457 shares; 2025Q3: not reported; 2025Q4: 76,915 shares; 2026Q1: 107,442 shares 107,442 $1.84M 0.05% +30,527 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 19,491 shares; 2025Q2: 23,275 shares; 2025Q3: not reported; 2025Q4: 33,923 shares; 2026Q1: 55,289 shares 55,289 $1.84M 0.05% +21,366 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: 712 shares; 2024Q4: 2,286 shares; 2025Q1: 1,823 shares; 2025Q2: 1,020 shares; 2025Q3: 3,034 shares; 2025Q4: 5,710 shares; 2026Q1: 5,229 shares 5,229 $1.84M 0.05% -481 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: 974 shares; 2024Q4: 5,123 shares; 2025Q1: 3,624 shares; 2025Q2: 6,265 shares; 2025Q3: 15,882 shares; 2025Q4: 12,056 shares; 2026Q1: 9,791 shares 9,791 $1.83M 0.05% -2,265 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: 4,655 shares; 2024Q4: 4,313 shares; 2025Q1: 385,860 shares; 2025Q2: 28,837 shares; 2025Q3: not reported; 2025Q4: 23,710 shares; 2026Q1: 35,817 shares 35,817 $1.81M 0.05% +12,107 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 20 shares; 2025Q2: 174 shares; 2025Q3: 2,708 shares; 2025Q4: 229 shares; 2026Q1: 8,330 shares 8,330 $1.81M 0.05% +8,101 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 431 shares; 2025Q1: 1,590 shares; 2025Q2: 1,151 shares; 2025Q3: 4,304 shares; 2025Q4: 2,433 shares; 2026Q1: 19,913 shares 19,913 $1.8M 0.05% +17,480 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 479 shares; 2025Q1: 195 shares; 2025Q2: 1,033 shares; 2025Q3: 26,101 shares; 2025Q4: 539 shares; 2026Q1: 19,826 shares 19,826 $1.79M 0.05% +19,287 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: 2,776 shares; 2024Q4: 3,208 shares; 2025Q1: 2,978 shares; 2025Q2: 3,374 shares; 2025Q3: 6,564 shares; 2025Q4: 4,803 shares; 2026Q1: 3,893 shares 3,893 $1.79M 0.05% -910 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: 512 shares; 2024Q4: 996 shares; 2025Q1: 900 shares; 2025Q2: 940 shares; 2025Q3: 3,636 shares; 2025Q4: 1,664 shares; 2026Q1: 1,204 shares 1,204 $1.77M 0.05% -460 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: 2,136 shares; 2024Q4: 7,541 shares; 2025Q1: 8,766 shares; 2025Q2: 13,180 shares; 2025Q3: 22,199 shares; 2025Q4: 20,674 shares; 2026Q1: 13,592 shares 13,592 $1.77M 0.05% -7,082 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 485 shares; 2025Q1: 36 shares; 2025Q2: 213 shares; 2025Q3: 11,512 shares; 2025Q4: 398 shares; 2026Q1: 25,889 shares 25,889 $1.77M 0.05% +25,491 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 114 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 804 shares; 2025Q4: 1,105 shares; 2026Q1: 7,299 shares 7,299 $1.77M 0.05% +6,194 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: 174 shares; 2024Q4: 177 shares; 2025Q1: 277 shares; 2025Q2: 368 shares; 2025Q3: not reported; 2025Q4: 15,309 shares; 2026Q1: 23,327 shares 23,327 $1.75M 0.05% +8,018 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,178 shares; 2025Q1: 3,192 shares; 2025Q2: 5,431 shares; 2025Q3: 30,998 shares; 2025Q4: 28,061 shares; 2026Q1: 24,099 shares 24,099 $1.74M 0.05% -3,962 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 476 shares; 2025Q4: 7,467 shares; 2026Q1: 45,161 shares 45,161 $1.74M 0.05% +37,694 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 1,141 shares; 2025Q1: 759 shares; 2025Q2: 738 shares; 2025Q3: 4,380 shares; 2025Q4: 2,845 shares; 2026Q1: 14,151 shares 14,151 $1.73M 0.05% +11,306 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,378 shares 84,378 $1.72M 0.05% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 91 shares; 2025Q1: 325 shares; 2025Q2: 84,199 shares; 2025Q3: 7,732 shares; 2025Q4: 1,339 shares; 2026Q1: 9,913 shares 9,913 $1.71M 0.05% +8,574 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 7,922 shares; 2025Q1: 10,667 shares; 2025Q2: 7,249 shares; 2025Q3: 233,135 shares; 2025Q4: 18,931 shares; 2026Q1: 22,851 shares 22,851 $1.71M 0.05% +3,920 Timeline IFRA ISHARES 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 shares; 2024Q4: 14 shares; 2025Q1: 37 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 1,539 shares; 2026Q1: 29,734 shares 29,734 $1.7M 0.05% +28,195 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 113 shares; 2025Q2: 2,028 shares; 2025Q3: 16,302 shares; 2025Q4: 3,792 shares; 2026Q1: 27,687 shares 27,687 $1.7M 0.05% +23,895 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: 13,527 shares; 2025Q3: 13,689 shares; 2025Q4: 14,168 shares; 2026Q1: 18,019 shares 18,019 $1.69M 0.05% +3,851 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 498 shares; 2025Q3: 5,280 shares; 2025Q4: 1,964 shares; 2026Q1: 10,407 shares 10,407 $1.67M 0.05% +8,443 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: 162 shares; 2024Q4: 444 shares; 2025Q1: 472 shares; 2025Q2: 589 shares; 2025Q3: 4,367 shares; 2025Q4: 3,926 shares; 2026Q1: 2,950 shares 2,950 $1.66M 0.05% -976 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,894 shares; 2025Q1: 36,617 shares; 2025Q2: 43,508 shares; 2025Q3: not reported; 2025Q4: 31,120 shares; 2026Q1: 31,635 shares 31,635 $1.66M 0.05% +515 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 2,775 shares; 2025Q1: 67 shares; 2025Q2: 87 shares; 2025Q3: 18,214 shares; 2025Q4: 10,736 shares; 2026Q1: 50,135 shares 50,135 $1.64M 0.05% +39,399 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,296 shares 66,296 $1.64M 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,852 shares; 2025Q1: 2,448 shares; 2025Q2: 2,174 shares; 2025Q3: 8,207 shares; 2025Q4: 7,075 shares; 2026Q1: 5,398 shares 5,398 $1.63M 0.05% -1,677 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: 3,358 shares; 2024Q4: 3,363 shares; 2025Q1: 2,903 shares; 2025Q2: 3,784 shares; 2025Q3: 8,784 shares; 2025Q4: 3,861 shares; 2026Q1: 3,726 shares 3,726 $1.63M 0.05% -135 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: 331 shares; 2024Q4: 3,681 shares; 2025Q1: 3,570 shares; 2025Q2: 3,984 shares; 2025Q3: 27,523 shares; 2025Q4: 6,262 shares; 2026Q1: 8,840 shares 8,840 $1.61M 0.05% +2,578 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: 222 shares; 2024Q4: 916 shares; 2025Q1: 753 shares; 2025Q2: 928 shares; 2025Q3: 41,535 shares; 2025Q4: 9,264 shares; 2026Q1: 10,045 shares 10,045 $1.61M 0.05% +781 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: 4,207 shares; 2024Q4: 568 shares; 2025Q1: 2,600 shares; 2025Q2: 2,888 shares; 2025Q3: 36,480 shares; 2025Q4: 4,252 shares; 2026Q1: 6,235 shares 6,235 $1.61M 0.05% +1,983 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: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: 26,627 shares; 2026Q1: 27,066 shares 27,066 $1.6M 0.05% +439 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: 45 shares; 2024Q4: 95 shares; 2025Q1: 77 shares; 2025Q2: 88 shares; 2025Q3: 835 shares; 2025Q4: 440 shares; 2026Q1: 1,259 shares 1,259 $1.59M 0.04% +819 Timeline EWZ 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: 301 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 41,077 shares 41,077 $1.58M 0.04% +40,777 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 12,273 shares; 2025Q3: not reported; 2025Q4: 13,925 shares; 2026Q1: 15,543 shares 15,543 $1.57M 0.04% +1,618 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 19,624 shares; 2025Q1: 11,977 shares; 2025Q2: 12,808 shares; 2025Q3: 95,070 shares; 2025Q4: 38,273 shares; 2026Q1: 15,942 shares 15,942 $1.57M 0.04% -22,331 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 9,911 shares; 2025Q1: 9,226 shares; 2025Q2: 9,803 shares; 2025Q3: not reported; 2025Q4: 9,758 shares; 2026Q1: 9,860 shares 9,860 $1.57M 0.04% +102 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 302 shares; 2025Q1: 395 shares; 2025Q2: 104 shares; 2025Q3: 21,738 shares; 2025Q4: 182 shares; 2026Q1: 16,230 shares 16,230 $1.57M 0.04% +16,048 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: 677 shares; 2024Q4: 703 shares; 2025Q1: 1,002 shares; 2025Q2: 1,144 shares; 2025Q3: 3,699 shares; 2025Q4: 10,375 shares; 2026Q1: 14,870 shares 14,870 $1.55M 0.04% +4,495 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,551 shares; 2025Q1: 573 shares; 2025Q2: 683 shares; 2025Q3: 40,435 shares; 2025Q4: 4,433 shares; 2026Q1: 3,955 shares 3,955 $1.54M 0.04% -478 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: 112 shares; 2024Q4: 336 shares; 2025Q1: 337 shares; 2025Q2: 1,522 shares; 2025Q3: not reported; 2025Q4: 41,170 shares; 2026Q1: 49,534 shares 49,534 $1.53M 0.04% +8,364 Timeline TDVI 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: 23,260 shares; 2025Q1: 30,969 shares; 2025Q2: 41,778 shares; 2025Q3: not reported; 2025Q4: 54,893 shares; 2026Q1: 57,586 shares 57,586 $1.53M 0.04% +2,693 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: 9,808 shares; 2024Q4: 14,777 shares; 2025Q1: 14,193 shares; 2025Q2: 16,497 shares; 2025Q3: 40,194 shares; 2025Q4: 21,072 shares; 2026Q1: 21,212 shares 21,212 $1.53M 0.04% +140 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,620 shares; 2025Q1: 1,126 shares; 2025Q2: 967 shares; 2025Q3: 10,250 shares; 2025Q4: 1,088 shares; 2026Q1: 19,319 shares 19,319 $1.52M 0.04% +18,231 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: 723 shares; 2024Q4: 1,521 shares; 2025Q1: 1,458 shares; 2025Q2: 1,550 shares; 2025Q3: 6,197 shares; 2025Q4: 3,464 shares; 2026Q1: 3,045 shares 3,045 $1.51M 0.04% -419 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: 14 shares; 2024Q4: 75 shares; 2025Q1: 540 shares; 2025Q2: 1,194 shares; 2025Q3: 76,894 shares; 2025Q4: 6,533 shares; 2026Q1: 5,574 shares 5,574 $1.51M 0.04% -959 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 269 shares; 2025Q1: 362 shares; 2025Q2: 412 shares; 2025Q3: 8,129 shares; 2025Q4: 2,626 shares; 2026Q1: 15,245 shares 15,245 $1.49M 0.04% +12,619 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,786 shares; 2024Q4: 21,582 shares; 2025Q1: 20,084 shares; 2025Q2: 32,575 shares; 2025Q3: not reported; 2025Q4: 33,408 shares; 2026Q1: 33,445 shares 33,445 $1.48M 0.04% +37 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: 4 shares; 2026Q1: 54,565 shares 54,565 $1.48M 0.04% +54,561 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 4,495 shares; 2025Q1: 2,941 shares; 2025Q2: 3,397 shares; 2025Q3: 47,852 shares; 2025Q4: 22,154 shares; 2026Q1: 11,179 shares 11,179 $1.46M 0.04% -10,975 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: 919 shares; 2024Q4: 2,645 shares; 2025Q1: 1,119 shares; 2025Q2: 3,234 shares; 2025Q3: 8,557 shares; 2025Q4: 7,470 shares; 2026Q1: 5,983 shares 5,983 $1.46M 0.04% -1,487 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: 19,874 shares; 2024Q4: 6,897 shares; 2025Q1: 21,095 shares; 2025Q2: 21,786 shares; 2025Q3: not reported; 2025Q4: 24,499 shares; 2026Q1: 24,377 shares 24,377 $1.45M 0.04% -122 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: 789 shares; 2024Q4: 1,118 shares; 2025Q1: 1,003 shares; 2025Q2: 1,010 shares; 2025Q3: 8,004 shares; 2025Q4: 7,372 shares; 2026Q1: 3,680 shares 3,680 $1.45M 0.04% -3,692 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: 120 shares; 2024Q4: 163 shares; 2025Q1: 369 shares; 2025Q2: 1,265 shares; 2025Q3: 49,867 shares; 2025Q4: 4,779 shares; 2026Q1: 4,196 shares 4,196 $1.44M 0.04% -583 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,041 shares; 2025Q1: 3,090 shares; 2025Q2: 2,455 shares; 2025Q3: 27,381 shares; 2025Q4: 3,121 shares; 2026Q1: 4,920 shares 4,920 $1.44M 0.04% +1,799 Timeline SDVD 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: 39,789 shares; 2025Q1: 42,943 shares; 2025Q2: 50,705 shares; 2025Q3: not reported; 2025Q4: 60,194 shares; 2026Q1: 66,237 shares 66,237 $1.44M 0.04% +6,043 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: 2,132 shares; 2024Q4: 2,451 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: not reported; 2025Q4: 19,751 shares; 2026Q1: 31,296 shares 31,296 $1.44M 0.04% +11,545 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: 1,718 shares; 2024Q4: 4,505 shares; 2025Q1: 3,000 shares; 2025Q2: 1,804 shares; 2025Q3: 6,798 shares; 2025Q4: 3,778 shares; 2026Q1: 4,996 shares 4,996 $1.43M 0.04% +1,218 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 28,032 shares 28,032 $1.42M 0.04% +24,958 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: 581 shares; 2024Q4: 693 shares; 2025Q1: 1,259 shares; 2025Q2: 1,791 shares; 2025Q3: 32,430 shares; 2025Q4: 5,468 shares; 2026Q1: 14,335 shares 14,335 $1.42M 0.04% +8,867 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: 6,040 shares; 2024Q4: 15,718 shares; 2025Q1: 11,385 shares; 2025Q2: 11,022 shares; 2025Q3: 68,965 shares; 2025Q4: 37,654 shares; 2026Q1: 14,712 shares 14,712 $1.42M 0.04% -22,942 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 739 shares; 2025Q1: 788 shares; 2025Q2: 814 shares; 2025Q3: 15,817 shares; 2025Q4: 1,930 shares; 2026Q1: 38,563 shares 38,563 $1.41M 0.04% +36,633 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 30,738 shares; 2025Q1: 15,920 shares; 2025Q2: 9,424 shares; 2025Q3: not reported; 2025Q4: 9,368 shares; 2026Q1: 9,095 shares 9,095 $1.41M 0.04% -273 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,162 shares; 2025Q3: 31,162 shares; 2025Q4: 31,162 shares; 2026Q1: 31,162 shares 31,162 $1.4M 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 791 shares; 2025Q1: 3,006 shares; 2025Q2: 2,096 shares; 2025Q3: 29,827 shares; 2025Q4: 13,465 shares; 2026Q1: 11,426 shares 11,426 $1.38M 0.04% -2,039 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: 444 shares; 2024Q4: 1,406 shares; 2025Q1: 6,364 shares; 2025Q2: 3,506 shares; 2025Q3: 49,320 shares; 2025Q4: 5,161 shares; 2026Q1: 10,394 shares 10,394 $1.38M 0.04% +5,233 Timeline FTQI 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: 21,198 shares; 2025Q1: 31,141 shares; 2025Q2: 45,340 shares; 2025Q3: not reported; 2025Q4: 65,200 shares; 2026Q1: 69,233 shares 69,233 $1.38M 0.04% +4,033 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 729 shares; 2025Q1: 2,508 shares; 2025Q2: 2,639 shares; 2025Q3: 12,842 shares; 2025Q4: 13,107 shares; 2026Q1: 6,624 shares 6,624 $1.35M 0.04% -6,483 Timeline XDSQ 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: 47,033 shares; 2024Q4: 45,748 shares; 2025Q1: 44,924 shares; 2025Q2: 44,754 shares; 2025Q3: not reported; 2025Q4: 39,696 shares; 2026Q1: 33,789 shares 33,789 $1.34M 0.04% -5,907 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 1,007 shares; 2025Q1: 416 shares; 2025Q2: 1,057 shares; 2025Q3: 13,470 shares; 2025Q4: 1,710 shares; 2026Q1: 4,922 shares 4,922 $1.33M 0.04% +3,212 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares; 2026Q1: 36,645 shares 36,645 $1.32M 0.04% +23,575 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: 6,722 shares 6,722 $1.3M 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 1,894 shares; 2025Q2: 2,093 shares; 2025Q3: 99,279 shares; 2025Q4: 7,518 shares; 2026Q1: 10,277 shares 10,277 $1.3M 0.04% +2,759 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: 236 shares; 2024Q4: 4,250 shares; 2025Q1: 2,251 shares; 2025Q2: 2,293 shares; 2025Q3: 19,544 shares; 2025Q4: 8,874 shares; 2026Q1: 7,658 shares 7,658 $1.3M 0.04% -1,216 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: 267 shares; 2024Q4: 1,273 shares; 2025Q1: 949 shares; 2025Q2: 893 shares; 2025Q3: 18,686 shares; 2025Q4: 10,212 shares; 2026Q1: 6,465 shares 6,465 $1.29M 0.04% -3,747 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: 1,420 shares; 2024Q4: 2,400 shares; 2025Q1: 12,215 shares; 2025Q2: 7,505 shares; 2025Q3: 49,371 shares; 2025Q4: 27,363 shares; 2026Q1: 15,381 shares 15,381 $1.29M 0.04% -11,982 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: 300 shares; 2024Q4: 325 shares; 2025Q1: 396 shares; 2025Q2: 395 shares; 2025Q3: 4,148 shares; 2025Q4: 447 shares; 2026Q1: 3,149 shares 3,149 $1.28M 0.04% +2,702 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 18,413 shares; 2025Q1: 17,935 shares; 2025Q2: 17,926 shares; 2025Q3: not reported; 2025Q4: 18,258 shares; 2026Q1: 18,233 shares 18,233 $1.28M 0.04% -25 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 19,481 shares 19,481 $1.28M 0.04% +19,438 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: 98 shares; 2024Q4: 1,038 shares; 2025Q1: 1,766 shares; 2025Q2: 2,756 shares; 2025Q3: 5,942 shares; 2025Q4: 2,341 shares; 2026Q1: 2,881 shares 2,881 $1.25M 0.04% +540 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 11,458 shares 11,458 $1.24M 0.03% +11,443 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: 94 shares; 2024Q4: 856 shares; 2025Q1: 474 shares; 2025Q2: 747 shares; 2025Q3: 14,814 shares; 2025Q4: 2,411 shares; 2026Q1: 1,808 shares 1,808 $1.23M 0.03% -603 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 225,907 shares; 2025Q3: not reported; 2025Q4: 3,999 shares; 2026Q1: 10,385 shares 10,385 $1.23M 0.03% +6,386 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 9,756 shares; 2025Q1: 9,073 shares; 2025Q2: 10,696 shares; 2025Q3: 16,700 shares; 2025Q4: 10,212 shares; 2026Q1: 9,043 shares 9,043 $1.23M 0.03% -1,169 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares; 2026Q1: 11,492 shares 11,492 $1.22M 0.03% +5,418 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: 3,562 shares; 2024Q4: 7,363 shares; 2025Q1: 14,053 shares; 2025Q2: 10,343 shares; 2025Q3: 63,415 shares; 2025Q4: 14,773 shares; 2026Q1: 26,503 shares 26,503 $1.22M 0.03% +11,730 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 635 shares; 2025Q1: 3,556 shares; 2025Q2: 3,605 shares; 2025Q3: not reported; 2025Q4: 15,728 shares; 2026Q1: 5,872 shares 5,872 $1.22M 0.03% -9,856 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 8,046 shares; 2025Q1: 6,728 shares; 2025Q2: 7,787 shares; 2025Q3: not reported; 2025Q4: 5,670 shares; 2026Q1: 5,787 shares 5,787 $1.22M 0.03% +117 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 215 shares; 2025Q2: 259 shares; 2025Q3: 4,861 shares; 2025Q4: 204 shares; 2026Q1: 18,695 shares 18,695 $1.22M 0.03% +18,491 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,848 shares; 2025Q2: 28,445 shares; 2025Q3: not reported; 2025Q4: 27,494 shares; 2026Q1: 25,587 shares 25,587 $1.22M 0.03% -1,907 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 5,012 shares; 2025Q1: 7,952 shares; 2025Q2: 9,005 shares; 2025Q3: not reported; 2025Q4: 8,463 shares; 2026Q1: 19,428 shares 19,428 $1.22M 0.03% +10,965 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 1,115 shares; 2025Q1: 773 shares; 2025Q2: 2,130 shares; 2025Q3: 290,246 shares; 2025Q4: 9,314 shares; 2026Q1: 16,476 shares 16,476 $1.21M 0.03% +7,162 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: 2,352 shares; 2024Q4: 2,436 shares; 2025Q1: 2,228 shares; 2025Q2: 2,556 shares; 2025Q3: 15,484 shares; 2025Q4: 3,367 shares; 2026Q1: 2,787 shares 2,787 $1.2M 0.03% -580 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 10,419 shares; 2025Q1: 10,232 shares; 2025Q2: 10,022 shares; 2025Q3: 10,635 shares; 2025Q4: 10,769 shares; 2026Q1: 16,609 shares 16,609 $1.19M 0.03% +5,840 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 509 shares; 2025Q1: 376 shares; 2025Q2: 2,403 shares; 2025Q3: 327,833 shares; 2025Q4: 37,663 shares; 2026Q1: 17,856 shares 17,856 $1.19M 0.03% -19,807 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: 269 shares; 2024Q4: 1,937 shares; 2025Q1: 2,605 shares; 2025Q2: 5,120 shares; 2025Q3: 63,661 shares; 2025Q4: 29,354 shares; 2026Q1: 8,499 shares 8,499 $1.18M 0.03% -20,855 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 8,555 shares 8,555 $1.18M 0.03% +5,271 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,714 shares; 2024Q4: 22,811 shares; 2025Q1: 33,002 shares; 2025Q2: 30,858 shares; 2025Q3: 35,753 shares; 2025Q4: 33,063 shares; 2026Q1: 32,881 shares 32,881 $1.17M 0.03% -182 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: 1,300 shares; 2025Q1: 2,164 shares; 2025Q2: 1,989 shares; 2025Q3: 221,209 shares; 2025Q4: 6,285 shares; 2026Q1: 9,436 shares 9,436 $1.16M 0.03% +3,151 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: 337 shares; 2024Q4: 496 shares; 2025Q1: 1,700 shares; 2025Q2: 1,851 shares; 2025Q3: 10,330 shares; 2025Q4: 6,066 shares; 2026Q1: 5,154 shares 5,154 $1.16M 0.03% -912 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,088 shares; 2025Q3: 2,155 shares; 2025Q4: 1,168 shares; 2026Q1: 114,384 shares 114,384 $1.16M 0.03% +113,216 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: 430 shares; 2024Q4: 1,392 shares; 2025Q1: 835 shares; 2025Q2: 1,154 shares; 2025Q3: 10,995 shares; 2025Q4: 7,086 shares; 2026Q1: 4,754 shares 4,754 $1.15M 0.03% -2,332 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,599 shares; 2025Q1: 1,442 shares; 2025Q2: 1,423 shares; 2025Q3: 2,651 shares; 2025Q4: 1,396 shares; 2026Q1: 1,051 shares 1,051 $1.15M 0.03% -345 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 279 shares; 2025Q2: 132 shares; 2025Q3: 16,567 shares; 2025Q4: 3,605 shares; 2026Q1: 22,470 shares 22,470 $1.13M 0.03% +18,865 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: 13,879 shares; 2024Q4: 17,304 shares; 2025Q1: 16,504 shares; 2025Q2: 16,588 shares; 2025Q3: 29,323 shares; 2025Q4: 29,955 shares; 2026Q1: 29,802 shares 29,802 $1.13M 0.03% -153 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 255 shares; 2025Q3: 1,039,294 shares; 2025Q4: 1,708 shares; 2026Q1: 7,733 shares 7,733 $1.13M 0.03% +6,025 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: 2,123 shares; 2024Q4: 3,020 shares; 2025Q1: 3,567 shares; 2025Q2: 3,783 shares; 2025Q3: 10,217 shares; 2025Q4: 6,503 shares; 2026Q1: 4,057 shares 4,057 $1.13M 0.03% -2,446 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,414 shares; 2025Q1: 7,566 shares; 2025Q2: 19,753 shares; 2025Q3: 31,517 shares; 2025Q4: 26,041 shares; 2026Q1: 20,518 shares 20,518 $1.13M 0.03% -5,523 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: 3,363 shares; 2024Q4: 3,610 shares; 2025Q1: 5,358 shares; 2025Q2: 3,838 shares; 2025Q3: 10,787 shares; 2025Q4: 4,733 shares; 2026Q1: 3,757 shares 3,757 $1.13M 0.03% -976 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,674 shares; 2025Q1: 16,214 shares; 2025Q2: 27,455 shares; 2025Q3: not reported; 2025Q4: 27,328 shares; 2026Q1: 33,785 shares 33,785 $1.13M 0.03% +6,457 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: 671 shares; 2024Q4: 1,801 shares; 2025Q1: 1,659 shares; 2025Q2: 3,266 shares; 2025Q3: 38,477 shares; 2025Q4: 13,662 shares; 2026Q1: 17,877 shares 17,877 $1.12M 0.03% +4,215 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,552 shares; 2025Q1: 48,061 shares; 2025Q2: 45,101 shares; 2025Q3: not reported; 2025Q4: 42,446 shares; 2026Q1: 39,989 shares 39,989 $1.12M 0.03% -2,457 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: 4,042 shares; 2024Q4: 11,743 shares; 2025Q1: 10,819 shares; 2025Q2: 11,531 shares; 2025Q3: 17,306 shares; 2025Q4: 14,582 shares; 2026Q1: 14,062 shares 14,062 $1.12M 0.03% -520 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,219 shares; 2025Q2: 30,584 shares; 2025Q3: not reported; 2025Q4: 24,651 shares; 2026Q1: 29,656 shares 29,656 $1.11M 0.03% +5,005 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,915 shares; 2025Q2: 28,541 shares; 2025Q3: not reported; 2025Q4: 30,898 shares; 2026Q1: 37,657 shares 37,657 $1.09M 0.03% +6,759 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 182 shares; 2025Q3: 7,648,940 shares; 2025Q4: 2,417 shares; 2026Q1: 3,431 shares 3,431 $1.09M 0.03% +1,014 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: 3,334 shares; 2024Q4: 14,138 shares; 2025Q1: 9,600 shares; 2025Q2: 13,642 shares; 2025Q3: 104,357 shares; 2025Q4: 24,092 shares; 2026Q1: 14,833 shares 14,833 $1.08M 0.03% -9,259 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: 2,131 shares; 2024Q4: 3,833 shares; 2025Q1: 3,934 shares; 2025Q2: 6,856 shares; 2025Q3: 36,838 shares; 2025Q4: 12,418 shares; 2026Q1: 8,362 shares 8,362 $1.08M 0.03% -4,056 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,134 shares; 2025Q1: 14,290 shares; 2025Q2: 23,893 shares; 2025Q3: not reported; 2025Q4: 24,039 shares; 2026Q1: 30,241 shares 30,241 $1.07M 0.03% +6,202 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: 1,159 shares; 2024Q4: 2,389 shares; 2025Q1: 2,037 shares; 2025Q2: 2,823 shares; 2025Q3: 97,534 shares; 2025Q4: 9,488 shares; 2026Q1: 7,867 shares 7,867 $1.07M 0.03% -1,621 Timeline RAAA ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly 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: 3,000 shares; 2025Q4: 21,924 shares; 2026Q1: 42,641 shares 42,641 $1.07M 0.03% +20,717 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: 1,343 shares; 2024Q4: 7,186 shares; 2025Q1: 4,515 shares; 2025Q2: 4,819 shares; 2025Q3: 51,787 shares; 2025Q4: 13,988 shares; 2026Q1: 8,081 shares 8,081 $1.06M 0.03% -5,907 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 22,113 shares 22,113 $1.06M 0.03% +21,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,985 shares 20,985 $1.05M 0.03% new 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: 2,195 shares; 2024Q4: 3,034 shares; 2025Q1: 2,952 shares; 2025Q2: 3,844 shares; 2025Q3: 11,099 shares; 2025Q4: 8,859 shares; 2026Q1: 7,883 shares 7,883 $1.05M 0.03% -976 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 550 shares; 2025Q1: 1,005 shares; 2025Q2: 987 shares; 2025Q3: 57,941 shares; 2025Q4: 1,944 shares; 2026Q1: 4,569 shares 4,569 $1.04M 0.03% +2,625 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 10,885 shares; 2025Q4: 10,908 shares; 2026Q1: 43,882 shares 43,882 $1.04M 0.03% +32,974 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: 4,271 shares; 2024Q4: 4,317 shares; 2025Q1: 3,205 shares; 2025Q2: 3,362 shares; 2025Q3: 36,656 shares; 2025Q4: 4,843 shares; 2026Q1: 3,894 shares 3,894 $1.04M 0.03% -949 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,218 shares 31,218 $1.04M 0.03% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 21,787 shares; 2025Q2: 23,302 shares; 2025Q3: not reported; 2025Q4: 29,467 shares; 2026Q1: 22,153 shares 22,153 $1.03M 0.03% -7,314 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: 941 shares; 2024Q4: 974 shares; 2025Q1: 463 shares; 2025Q2: 499 shares; 2025Q3: 6,437 shares; 2025Q4: 6,063 shares; 2026Q1: 3,507 shares 3,507 $1.02M 0.03% -2,556 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,260 shares; 2025Q1: 1,178 shares; 2025Q2: 1,286 shares; 2025Q3: 3,016 shares; 2025Q4: 1,170 shares; 2026Q1: 876 shares 876 $1.01M 0.03% -294 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 16,886 shares; 2025Q4: 112 shares; 2026Q1: 16,766 shares 16,766 $1.01M 0.03% +16,654 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,232 shares; 2025Q1: 1,237 shares; 2025Q2: 2,558 shares; 2025Q3: not reported; 2025Q4: 13,594 shares; 2026Q1: 13,639 shares 13,639 $998K 0.03% +45 Timeline IGF ISHARES 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: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 3,858 shares; 2026Q1: 14,884 shares 14,884 $997K 0.03% +11,026 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: 259 shares; 2024Q4: 1,943 shares; 2025Q1: 1,308 shares; 2025Q2: 3,604 shares; 2025Q3: 37,641 shares; 2025Q4: 5,325 shares; 2026Q1: 4,093 shares 4,093 $997K 0.03% -1,232 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 14,551 shares 14,551 $996K 0.03% +14,170 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: 2,343 shares; 2024Q4: 1,846 shares; 2025Q1: 1,747 shares; 2025Q2: 1,052 shares; 2025Q3: 17,180 shares; 2025Q4: 6,906 shares; 2026Q1: 12,111 shares 12,111 $996K 0.03% +5,205 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: 31,611 shares; 2024Q4: 34,294 shares; 2025Q1: 33,183 shares; 2025Q2: 32,368 shares; 2025Q3: 47,863 shares; 2025Q4: 51,198 shares; 2026Q1: 51,314 shares 51,314 $990K 0.03% +116 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: 3,097 shares; 2024Q4: 3,276 shares; 2025Q1: 3,062 shares; 2025Q2: 2,742 shares; 2025Q3: 8,683 shares; 2025Q4: 5,042 shares; 2026Q1: 4,797 shares 4,797 $975K 0.03% -245 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 46 shares; 2025Q1: 1,549 shares; 2025Q2: 1,167 shares; 2025Q3: 9,730 shares; 2025Q4: 4,443 shares; 2026Q1: 3,437 shares 3,437 $972K 0.03% -1,006 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: 374 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 3,161 shares; 2025Q3: 7,226 shares; 2025Q4: 3,954 shares; 2026Q1: 2,080 shares 2,080 $967K 0.03% -1,874 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 8,045 shares; 2025Q1: 5,156 shares; 2025Q2: 5,106 shares; 2025Q3: 19,827 shares; 2025Q4: 4,746 shares; 2026Q1: 6,462 shares 6,462 $966K 0.03% +1,716 Timeline SSO 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: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,795 shares; 2025Q3: not reported; 2025Q4: 18,618 shares; 2026Q1: 18,618 shares 18,618 $966K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 703 shares; 2025Q1: 4,911 shares; 2025Q2: 6,471 shares; 2025Q3: 40,460 shares; 2025Q4: 22,620 shares; 2026Q1: 16,359 shares 16,359 $957K 0.03% -6,261 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 29 shares; 2025Q1: 1,198 shares; 2025Q2: 1,019 shares; 2025Q3: 260,715 shares; 2025Q4: 449 shares; 2026Q1: 13,796 shares 13,796 $955K 0.03% +13,347 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: 541 shares; 2024Q4: 1,167 shares; 2025Q1: 476 shares; 2025Q2: 1,613 shares; 2025Q3: 13,381 shares; 2025Q4: 10,608 shares; 2026Q1: 10,537 shares 10,537 $952K 0.03% -71 Timeline XSW 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 4,509 shares; 2025Q2: 4,873 shares; 2025Q3: not reported; 2025Q4: 5,513 shares; 2026Q1: 6,692 shares 6,692 $952K 0.03% +1,179 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 7,427 shares 7,427 $945K 0.03% +7,125 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: 483 shares; 2024Q4: 403 shares; 2025Q1: 807 shares; 2025Q2: 749 shares; 2025Q3: 9,370 shares; 2025Q4: 820 shares; 2026Q1: 1,229 shares 1,229 $945K 0.03% +409 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 84 shares; 2025Q1: 4,389 shares; 2025Q2: 4,591 shares; 2025Q3: 661,514 shares; 2025Q4: 17,894 shares; 2026Q1: 54,171 shares 54,171 $944K 0.03% +36,277 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,416 shares; 2025Q1: 23,701 shares; 2025Q2: 14,242 shares; 2025Q3: 11,982 shares; 2025Q4: 29,205 shares; 2026Q1: 25,542 shares 25,542 $940K 0.03% -3,663 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 3,812 shares; 2025Q1: 2,623 shares; 2025Q2: 2,572 shares; 2025Q3: 9,518 shares; 2025Q4: 5,638 shares; 2026Q1: 1,991 shares 1,991 $938K 0.03% -3,647 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 1,160 shares; 2025Q1: 320 shares; 2025Q2: 658 shares; 2025Q3: 119,796 shares; 2025Q4: 13,540 shares; 2026Q1: 10,021 shares 10,021 $938K 0.03% -3,519 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 6,845 shares; 2025Q4: 32,971 shares; 2026Q1: 32,362 shares 32,362 $937K 0.03% -609 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: 1,659 shares; 2024Q4: 12,580 shares; 2025Q1: 5,192 shares; 2025Q2: 6,712 shares; 2025Q3: 280,337 shares; 2025Q4: 15,543 shares; 2026Q1: 15,577 shares 15,577 $934K 0.03% +34 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,470 shares; 2025Q1: 3,533 shares; 2025Q2: 3,527 shares; 2025Q3: 5,446 shares; 2025Q4: 4,606 shares; 2026Q1: 4,710 shares 4,710 $932K 0.03% +104 Timeline REMX 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: 5,869 shares; 2026Q1: 10,303 shares 10,303 $917K 0.03% +4,434 Timeline SLYV 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: 45,381 shares; 2024Q4: 46,177 shares; 2025Q1: 48,492 shares; 2025Q2: 10,363 shares; 2025Q3: not reported; 2025Q4: 9,757 shares; 2026Q1: 9,675 shares 9,675 $915K 0.03% -82 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: 322 shares; 2024Q4: 7,915 shares; 2025Q1: 22,677 shares; 2025Q2: 27,637 shares; 2025Q3: not reported; 2025Q4: 27,711 shares; 2026Q1: 36,644 shares 36,644 $907K 0.03% +8,933 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: 3,602 shares; 2024Q4: 3,776 shares; 2025Q1: 4,211 shares; 2025Q2: 7,709 shares; 2025Q3: 92,574 shares; 2025Q4: 11,366 shares; 2026Q1: 15,353 shares 15,353 $905K 0.03% +3,987 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 1,615 shares; 2026Q1: 81,359 shares 81,359 $900K 0.03% +79,744 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: 1,442 shares; 2024Q4: 1,456 shares; 2025Q1: 1,288 shares; 2025Q2: 1,722 shares; 2025Q3: 6,732 shares; 2025Q4: 2,307 shares; 2026Q1: 4,102 shares 4,102 $898K 0.03% +1,795 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: 395 shares; 2024Q4: 1,098 shares; 2025Q1: 13,769 shares; 2025Q2: 7,600 shares; 2025Q3: 87,999 shares; 2025Q4: 15,070 shares; 2026Q1: 26,836 shares 26,836 $897K 0.03% +11,766 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 185 shares; 2025Q1: 238 shares; 2025Q2: 839 shares; 2025Q3: not reported; 2025Q4: 3,902 shares; 2026Q1: 11,397 shares 11,397 $896K 0.03% +7,495 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,943 shares; 2025Q3: 41,801 shares; 2025Q4: 41,799 shares; 2026Q1: 41,799 shares 41,799 $895K 0.03% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 753,842 shares; 2025Q3: 774,418 shares; 2025Q4: 577,570 shares; 2026Q1: 549,690 shares 549,690 $890K 0.03% -27,880 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,883 shares; 2025Q1: 23,385 shares; 2025Q2: 21,855 shares; 2025Q3: not reported; 2025Q4: 17,070 shares; 2026Q1: 16,846 shares 16,846 $884K 0.02% -224 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 1,442 shares; 2025Q1: 1,547 shares; 2025Q2: 2,018 shares; 2025Q3: not reported; 2025Q4: 3,585 shares; 2026Q1: 10,644 shares 10,644 $873K 0.02% +7,059 Timeline DOGG 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: 36,159 shares; 2025Q1: 36,893 shares; 2025Q2: 37,657 shares; 2025Q3: not reported; 2025Q4: 39,213 shares; 2026Q1: 40,011 shares 40,011 $869K 0.02% +798 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 1,622 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 36,098 shares; 2025Q4: 3,409 shares; 2026Q1: 8,531 shares 8,531 $865K 0.02% +5,122 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: 620 shares; 2024Q4: 1,699 shares; 2025Q1: 1,466 shares; 2025Q2: 1,716 shares; 2025Q3: 62,302 shares; 2025Q4: 2,770 shares; 2026Q1: 4,739 shares 4,739 $863K 0.02% +1,969 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 380 shares; 2025Q1: 234 shares; 2025Q2: 378 shares; 2025Q3: 84,381 shares; 2025Q4: 189 shares; 2026Q1: 3,401 shares 3,401 $854K 0.02% +3,212 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 4,726 shares; 2025Q1: 6,838 shares; 2025Q2: 4,761 shares; 2025Q3: 20,072 shares; 2025Q4: 13,466 shares; 2026Q1: 7,508 shares 7,508 $844K 0.02% -5,958 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 64,390 shares 64,390 $843K 0.02% +63,890 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: 69 shares; 2024Q4: 1,983 shares; 2025Q1: 2,276 shares; 2025Q2: 1,651 shares; 2025Q3: 1,882 shares; 2025Q4: 1,377 shares; 2026Q1: 1,271 shares 1,271 $832K 0.02% -106 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 8,991 shares; 2025Q1: 9,042 shares; 2025Q2: 17,253 shares; 2025Q3: not reported; 2025Q4: 22,527 shares; 2026Q1: 17,360 shares 17,360 $830K 0.02% -5,167 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,601 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 51,935 shares; 2025Q4: 49,788 shares; 2026Q1: 34,893 shares 34,893 $828K 0.02% -14,895 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 14,465 shares; 2025Q4: 29,907 shares; 2026Q1: 33,900 shares 33,900 $827K 0.02% +3,993 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 32,207 shares; 2025Q1: 33,987 shares; 2025Q2: 34,144 shares; 2025Q3: 34,727 shares; 2025Q4: 34,103 shares; 2026Q1: 38,517 shares 38,517 $820K 0.02% +4,414 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 4,660 shares; 2025Q1: 3,169 shares; 2025Q2: 3,483 shares; 2025Q3: 82,579 shares; 2025Q4: 13,348 shares; 2026Q1: 6,894 shares 6,894 $819K 0.02% -6,454 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 2,523 shares; 2025Q2: 14,056 shares; 2025Q3: 67,956 shares; 2025Q4: 13,386 shares; 2026Q1: 18,720 shares 18,720 $817K 0.02% +5,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 17,617 shares 17,617 $814K 0.02% +16,812 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: 968 shares; 2024Q4: 1,020 shares; 2025Q1: 1,303 shares; 2025Q2: 1,617 shares; 2025Q3: 13,452 shares; 2025Q4: 11,675 shares; 2026Q1: 5,171 shares 5,171 $813K 0.02% -6,504 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 447 shares; 2025Q1: 253 shares; 2025Q2: 1,712 shares; 2025Q3: 27,947 shares; 2025Q4: 8,055 shares; 2026Q1: 4,759 shares 4,759 $812K 0.02% -3,296 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: 96 shares; 2024Q4: 117 shares; 2025Q1: 279 shares; 2025Q2: 302 shares; 2025Q3: 10,938 shares; 2025Q4: 918 shares; 2026Q1: 1,499 shares 1,499 $811K 0.02% +581 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,748 shares; 2025Q1: 4,573 shares; 2025Q2: 4,471 shares; 2025Q3: 63,729 shares; 2025Q4: 5,720 shares; 2026Q1: 4,617 shares 4,617 $811K 0.02% -1,103 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: 1,983 shares; 2024Q4: 2,552 shares; 2025Q1: 996 shares; 2025Q2: 2,631 shares; 2025Q3: 117,039 shares; 2025Q4: 22,736 shares; 2026Q1: 11,241 shares 11,241 $807K 0.02% -11,495 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,030 shares; 2026Q1: 48,325 shares 48,325 $803K 0.02% -12,705 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: 4,225 shares; 2024Q4: 5,390 shares; 2025Q1: 13,483 shares; 2025Q2: 8,373 shares; 2025Q3: 90,914 shares; 2025Q4: 45,565 shares; 2026Q1: 31,754 shares 31,754 $798K 0.02% -13,811 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 17,765 shares 17,765 $791K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 573 shares; 2025Q1: 1,190 shares; 2025Q2: 814 shares; 2025Q3: 1,823 shares; 2025Q4: 1,052 shares; 2026Q1: 1,638 shares 1,638 $787K 0.02% +586 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: 210 shares; 2024Q4: 212 shares; 2025Q1: 283 shares; 2025Q2: 433 shares; 2025Q3: 24,088 shares; 2025Q4: 1,389 shares; 2026Q1: 1,463 shares 1,463 $787K 0.02% +74 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: 323 shares; 2024Q4: 4,308 shares; 2025Q1: 2,053 shares; 2025Q2: 1,958 shares; 2025Q3: 22,198 shares; 2025Q4: 10,895 shares; 2026Q1: 3,735 shares 3,735 $784K 0.02% -7,160 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 752 shares; 2025Q3: not reported; 2025Q4: 11,094 shares; 2026Q1: 10,431 shares 10,431 $784K 0.02% -663 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 10,281 shares 10,281 $782K 0.02% +10,147 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: 3,039 shares; 2024Q4: 8,851 shares; 2025Q1: 6,538 shares; 2025Q2: 7,144 shares; 2025Q3: not reported; 2025Q4: 20,989 shares; 2026Q1: 15,762 shares 15,762 $779K 0.02% -5,227 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 705 shares; 2025Q2: 692 shares; 2025Q3: 538 shares; 2025Q4: 950 shares; 2026Q1: 1,061 shares 1,061 $779K 0.02% +111 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 83 shares; 2025Q1: 103 shares; 2025Q2: 184 shares; 2025Q3: 961 shares; 2025Q4: 560 shares; 2026Q1: 789 shares 789 $776K 0.02% +229 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: 1,801 shares; 2024Q4: 1,811 shares; 2025Q1: 1,807 shares; 2025Q2: 2,164 shares; 2025Q3: 8,434 shares; 2025Q4: 2,455 shares; 2026Q1: 3,909 shares 3,909 $772K 0.02% +1,454 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 4,651 shares; 2025Q1: 3,792 shares; 2025Q2: 3,780 shares; 2025Q3: 47,168 shares; 2025Q4: 5,798 shares; 2026Q1: 7,709 shares 7,709 $772K 0.02% +1,911 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 3,038 shares 3,038 $772K 0.02% +2,538 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,147 shares; 2025Q2: 15,460 shares; 2025Q3: 53,714 shares; 2025Q4: 13,643 shares; 2026Q1: 11,385 shares 11,385 $770K 0.02% -2,258 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,057 shares; 2025Q1: 1,436 shares; 2025Q2: 1,481 shares; 2025Q3: 17,207 shares; 2025Q4: 6,401 shares; 2026Q1: 2,610 shares 2,610 $769K 0.02% -3,791 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: 99 shares; 2024Q4: 1,326 shares; 2025Q1: 623 shares; 2025Q2: 744 shares; 2025Q3: 6,987 shares; 2025Q4: 3,303 shares; 2026Q1: 1,887 shares 1,887 $765K 0.02% -1,416 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 13 shares; 2025Q2: 216 shares; 2025Q3: 7,737 shares; 2025Q4: 3,378 shares; 2026Q1: 3,905 shares 3,905 $760K 0.02% +527 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,699 shares; 2025Q2: 6,963 shares; 2025Q3: not reported; 2025Q4: 6,744 shares; 2026Q1: 32,215 shares 32,215 $757K 0.02% +25,471 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: 983 shares; 2024Q4: 1,037 shares; 2025Q1: 3,957 shares; 2025Q2: 3,327 shares; 2025Q3: 7,929 shares; 2025Q4: 7,213 shares; 2026Q1: 5,021 shares 5,021 $757K 0.02% -2,192 Timeline