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: 50,803 shares; 2024Q4: 60,879 shares; 2025Q1: 62,412 shares; 2025Q2: 53,394 shares; 2025Q3: 614,834 shares; 2025Q4: 625,919 shares; 2026Q1: 880,911 shares 880,911 $45.8M 3.43% +254,992 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: 327,169 shares; 2024Q4: 329,042 shares; 2025Q1: 329,487 shares; 2025Q2: 326,487 shares; 2025Q3: 328,891 shares; 2025Q4: 460,438 shares; 2026Q1: 458,292 shares 458,292 $44.1M 3.31% -2,146 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: 148,380 shares; 2024Q4: 144,533 shares; 2025Q1: 146,264 shares; 2025Q2: 183,545 shares; 2025Q3: 186,648 shares; 2025Q4: 192,229 shares; 2026Q1: 202,900 shares 202,900 $38.9M 2.92% +10,671 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: 125,411 shares; 2024Q4: 172,767 shares; 2025Q1: 169,230 shares; 2025Q2: 146,287 shares; 2025Q3: 154,830 shares; 2025Q4: 160,670 shares; 2026Q1: 151,546 shares 151,546 $38.4M 2.88% -9,124 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,065 shares; 2024Q4: 578,076 shares; 2025Q1: 584,436 shares; 2025Q2: 561,532 shares; 2025Q3: 579,371 shares; 2025Q4: 578,964 shares; 2026Q1: 787,482 shares 787,482 $35.9M 2.69% +208,518 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782,568 shares; 2024Q4: 865,379 shares; 2025Q1: 960,743 shares; 2025Q2: 1,085,553 shares; 2025Q3: 1,127,266 shares; 2025Q4: 1,177,927 shares; 2026Q1: 1,347,198 shares 1,347,198 $34.5M 2.59% +169,271 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: 194,968 shares; 2024Q4: 247,450 shares; 2025Q1: 251,332 shares; 2025Q2: 226,950 shares; 2025Q3: 238,042 shares; 2025Q4: 198,045 shares; 2026Q1: 195,576 shares 195,576 $34.1M 2.55% -2,469 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,395 shares; 2024Q4: 366,788 shares; 2025Q1: 395,359 shares; 2025Q2: 578,814 shares; 2025Q3: 599,503 shares; 2025Q4: 618,804 shares; 2026Q1: 701,242 shares 701,242 $32.5M 2.44% +82,438 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: 50,524 shares; 2024Q4: 81,164 shares; 2025Q1: 140,296 shares; 2025Q2: 175,104 shares; 2025Q3: 448,435 shares; 2025Q4: 299,575 shares; 2026Q1: 351,387 shares 351,387 $26.9M 2.01% +51,812 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,169 shares; 2024Q4: 33,122 shares; 2025Q1: 35,805 shares; 2025Q2: 35,369 shares; 2025Q3: 37,039 shares; 2025Q4: 34,838 shares; 2026Q1: 58,191 shares 58,191 $25.4M 1.9% +23,353 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: 279,392 shares; 2024Q4: 298,290 shares; 2025Q1: 306,220 shares; 2025Q2: 320,129 shares; 2025Q3: 334,044 shares; 2025Q4: 330,082 shares; 2026Q1: 315,844 shares 315,844 $23.5M 1.76% -14,238 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: 65,156 shares; 2024Q4: 63,612 shares; 2025Q1: 53,524 shares; 2025Q2: 49,662 shares; 2025Q3: 23,998 shares; 2025Q4: 57,117 shares; 2026Q1: 52,427 shares 52,427 $22.6M 1.69% -4,690 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: 15,665 shares; 2024Q4: 16,955 shares; 2025Q1: 16,972 shares; 2025Q2: 69,286 shares; 2025Q3: 69,686 shares; 2025Q4: 68,503 shares; 2026Q1: 80,292 shares 80,292 $19.6M 1.47% +11,789 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: 22,866 shares; 2024Q4: 30,124 shares; 2025Q1: 28,401 shares; 2025Q2: 29,456 shares; 2025Q3: 33,214 shares; 2025Q4: 28,428 shares; 2026Q1: 29,234 shares 29,234 $19M 1.42% +806 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,634 shares; 2024Q4: 147,621 shares; 2025Q1: 132,283 shares; 2025Q2: 169,559 shares; 2025Q3: 347,266 shares; 2025Q4: 337,433 shares; 2026Q1: 377,807 shares 377,807 $18.7M 1.4% +40,374 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: 78,698 shares; 2024Q4: 106,072 shares; 2025Q1: 94,489 shares; 2025Q2: 83,807 shares; 2025Q3: 88,597 shares; 2025Q4: 81,691 shares; 2026Q1: 86,584 shares 86,584 $18M 1.35% +4,893 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: 39,170 shares; 2024Q4: 51,019 shares; 2025Q1: 50,777 shares; 2025Q2: 50,078 shares; 2025Q3: 49,660 shares; 2025Q4: 52,205 shares; 2026Q1: 47,897 shares 47,897 $17.7M 1.33% -4,308 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 16,851 shares; 2025Q1: 87,894 shares; 2025Q2: 105,226 shares; 2025Q3: 110,565 shares; 2025Q4: 108,069 shares; 2026Q1: 121,485 shares 121,485 $14.1M 1.06% +13,416 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: 54,024 shares; 2024Q4: 64,301 shares; 2025Q1: 59,474 shares; 2025Q2: 61,747 shares; 2025Q3: 63,611 shares; 2025Q4: 63,931 shares; 2026Q1: 47,352 shares 47,352 $13.6M 1.02% -16,579 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,589 shares; 2024Q4: 151,710 shares; 2025Q1: 160,254 shares; 2025Q2: 169,325 shares; 2025Q3: 163,525 shares; 2025Q4: 165,747 shares; 2026Q1: 171,376 shares 171,376 $13.5M 1.01% +5,629 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: 55,552 shares; 2024Q4: 68,246 shares; 2025Q1: 69,625 shares; 2025Q2: 71,040 shares; 2025Q3: 75,500 shares; 2025Q4: 80,465 shares; 2026Q1: 75,930 shares 75,930 $12.9M 0.97% -4,535 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: 165,397 shares; 2024Q4: 204,562 shares; 2025Q1: 212,574 shares; 2025Q2: 228,765 shares; 2025Q3: 157,221 shares; 2025Q4: 263,363 shares; 2026Q1: 131,669 shares 131,669 $12.1M 0.9% -131,694 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: 25,818 shares; 2024Q4: 26,388 shares; 2025Q1: 28,934 shares; 2025Q2: 22,284 shares; 2025Q3: 22,419 shares; 2025Q4: 22,461 shares; 2026Q1: 26,723 shares 26,723 $11.4M 0.85% +4,262 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: 29,785 shares; 2024Q4: 38,866 shares; 2025Q1: 38,639 shares; 2025Q2: 38,474 shares; 2025Q3: 40,164 shares; 2025Q4: 42,161 shares; 2026Q1: 35,938 shares 35,938 $11.1M 0.83% -6,223 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225,517 shares; 2025Q1: 259,155 shares; 2025Q2: 245,630 shares; 2025Q3: not reported; 2025Q4: 285,212 shares; 2026Q1: 286,134 shares 286,134 $10.9M 0.81% +922 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: 34,466 shares; 2024Q4: 35,052 shares; 2025Q1: 35,295 shares; 2025Q2: 36,125 shares; 2025Q3: 36,852 shares; 2025Q4: 37,281 shares; 2026Q1: 32,857 shares 32,857 $10.2M 0.76% -4,424 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: 63,148 shares; 2024Q4: 69,940 shares; 2025Q1: 34,117 shares; 2025Q2: 30,843 shares; 2025Q3: 30,592 shares; 2025Q4: 21,623 shares; 2026Q1: 17,068 shares 17,068 $10.2M 0.76% -4,555 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: 29,312 shares; 2024Q4: 29,700 shares; 2025Q1: 31,983 shares; 2025Q2: 36,986 shares; 2025Q3: 40,196 shares; 2025Q4: 42,622 shares; 2026Q1: 47,462 shares 47,462 $10.1M 0.76% +4,840 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: 146,684 shares; 2024Q4: 131,672 shares; 2025Q1: 147,858 shares; 2025Q2: 153,041 shares; 2025Q3: 161,483 shares; 2025Q4: 168,565 shares; 2026Q1: 156,282 shares 156,282 $10M 0.75% -12,283 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,940 shares; 2024Q4: 51,857 shares; 2025Q1: 89,527 shares; 2025Q2: 77,884 shares; 2025Q3: 81,525 shares; 2025Q4: 98,617 shares; 2026Q1: 90,540 shares 90,540 $9.99M 0.75% -8,077 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: 5,765 shares; 2024Q4: 9,764 shares; 2025Q1: 10,165 shares; 2025Q2: 50,923 shares; 2025Q3: 50,917 shares; 2025Q4: 50,683 shares; 2026Q1: 51,138 shares 51,138 $9.86M 0.74% +455 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: 63,538 shares; 2024Q4: 69,465 shares; 2025Q1: 35,159 shares; 2025Q2: 30,215 shares; 2025Q3: 26,178 shares; 2025Q4: not reported; 2026Q1: 16,867 shares 16,867 $9.73M 0.73% new 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: 13,289 shares; 2024Q4: 16,718 shares; 2025Q1: 19,721 shares; 2025Q2: 16,686 shares; 2025Q3: 19,566 shares; 2025Q4: 16,927 shares; 2026Q1: 16,077 shares 16,077 $9.2M 0.69% -850 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: 26,544 shares; 2024Q4: 35,383 shares; 2025Q1: 67,873 shares; 2025Q2: 36,728 shares; 2025Q3: 38,929 shares; 2025Q4: 31,209 shares; 2026Q1: 30,882 shares 30,882 $9.08M 0.68% -327 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: 141,461 shares; 2024Q4: 149,673 shares; 2025Q1: 166,893 shares; 2025Q2: 171,159 shares; 2025Q3: 187,667 shares; 2025Q4: 195,486 shares; 2026Q1: 194,586 shares 194,586 $8.88M 0.67% -900 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: 69,291 shares; 2024Q4: 60,292 shares; 2025Q1: 68,026 shares; 2025Q2: 78,622 shares; 2025Q3: 64,032 shares; 2025Q4: 62,242 shares; 2026Q1: 71,317 shares 71,317 $8.86M 0.66% +9,075 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: 15,705 shares; 2024Q4: 20,468 shares; 2025Q1: 26,100 shares; 2025Q2: 25,496 shares; 2025Q3: 21,393 shares; 2025Q4: 28,474 shares; 2026Q1: 23,600 shares 23,600 $8.77M 0.66% -4,874 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: 25,282 shares; 2024Q4: 25,461 shares; 2025Q1: 27,494 shares; 2025Q2: 29,144 shares; 2025Q3: 30,124 shares; 2025Q4: 32,206 shares; 2026Q1: 42,163 shares 42,163 $8.67M 0.65% +9,957 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,801 shares; 2026Q1: 163,525 shares 163,525 $8.63M 0.65% +10,724 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: 12,327 shares; 2024Q4: 17,799 shares; 2025Q1: 18,085 shares; 2025Q2: 15,334 shares; 2025Q3: 17,043 shares; 2025Q4: 15,732 shares; 2026Q1: 12,709 shares 12,709 $8.3M 0.62% -3,023 Timeline FLTR 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: 812,947 shares; 2024Q4: 828,550 shares; 2025Q1: 893,032 shares; 2025Q2: 968,806 shares; 2025Q3: 587,605 shares; 2025Q4: 604,526 shares; 2026Q1: 324,608 shares 324,608 $8.27M 0.62% -279,918 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: 13,130 shares; 2024Q4: 14,373 shares; 2025Q1: 18,814 shares; 2025Q2: 34,425 shares; 2025Q3: 35,295 shares; 2025Q4: 35,103 shares; 2026Q1: 31,154 shares 31,154 $7.55M 0.57% -3,949 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: 25,015 shares; 2024Q4: 26,635 shares; 2025Q1: 27,378 shares; 2025Q2: 28,082 shares; 2025Q3: 28,306 shares; 2025Q4: 31,326 shares; 2026Q1: 29,826 shares 29,826 $7.39M 0.55% -1,500 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: 34,392 shares; 2024Q4: 39,370 shares; 2025Q1: 30,057 shares; 2025Q2: 27,382 shares; 2025Q3: 27,377 shares; 2025Q4: 26,005 shares; 2026Q1: 25,283 shares 25,283 $7.25M 0.54% -722 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,218 shares; 2024Q4: 141,575 shares; 2025Q1: 152,317 shares; 2025Q2: 155,152 shares; 2025Q3: 146,859 shares; 2025Q4: 83,105 shares; 2026Q1: 71,471 shares 71,471 $6.99M 0.52% -11,634 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,486 shares; 2025Q2: 37,698 shares; 2025Q3: not reported; 2025Q4: 35,509 shares; 2026Q1: 60,100 shares 60,100 $6.98M 0.52% +24,591 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: 18,764 shares; 2024Q4: 22,423 shares; 2025Q1: 21,313 shares; 2025Q2: 20,533 shares; 2025Q3: 22,328 shares; 2025Q4: 22,053 shares; 2026Q1: 23,051 shares 23,051 $6.96M 0.52% +998 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,324 shares; 2024Q4: 117,999 shares; 2025Q1: 121,027 shares; 2025Q2: 121,904 shares; 2025Q3: 130,936 shares; 2025Q4: 133,729 shares; 2026Q1: 137,010 shares 137,010 $6.82M 0.51% +3,281 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,924 shares; 2024Q4: 42,236 shares; 2025Q1: 45,997 shares; 2025Q2: 57,420 shares; 2025Q3: 59,559 shares; 2025Q4: 61,438 shares; 2026Q1: 60,907 shares 60,907 $6.78M 0.51% -531 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517,830 shares; 2024Q4: 521,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,783 shares; 2026Q1: 533,912 shares 533,912 $6.76M 0.51% -19,871 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: 24,786 shares; 2024Q4: 31,231 shares; 2025Q1: 31,817 shares; 2025Q2: 30,556 shares; 2025Q3: 30,689 shares; 2025Q4: 32,573 shares; 2026Q1: 30,797 shares 30,797 $6.7M 0.5% -1,776 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: 98,526 shares; 2024Q4: 90,088 shares; 2025Q1: 116,510 shares; 2025Q2: 120,283 shares; 2025Q3: 123,144 shares; 2025Q4: 182,545 shares; 2026Q1: 117,114 shares 117,114 $6.33M 0.47% -65,431 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 37,487 shares; 2025Q1: 37,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,564 shares; 2026Q1: 279,934 shares 279,934 $6.28M 0.47% +34,370 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: 30,409 shares; 2024Q4: 34,385 shares; 2025Q1: 32,730 shares; 2025Q2: 33,400 shares; 2025Q3: 34,747 shares; 2025Q4: 39,274 shares; 2026Q1: 51,371 shares 51,371 $6.18M 0.46% +12,097 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: 16,218 shares; 2024Q4: 21,551 shares; 2025Q1: 17,960 shares; 2025Q2: 17,662 shares; 2025Q3: 22,180 shares; 2025Q4: 19,882 shares; 2026Q1: 18,804 shares 18,804 $6.18M 0.46% -1,078 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,482 shares; 2024Q4: 58,653 shares; 2025Q1: 70,766 shares; 2025Q2: 81,782 shares; 2025Q3: 117,641 shares; 2025Q4: 81,302 shares; 2026Q1: 89,794 shares 89,794 $6.11M 0.46% +8,492 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: 60,201 shares; 2024Q4: 89,559 shares; 2025Q1: 91,834 shares; 2025Q2: 84,763 shares; 2025Q3: 84,823 shares; 2025Q4: 80,553 shares; 2026Q1: 61,437 shares 61,437 $6.1M 0.46% -19,116 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: 22,288 shares; 2024Q4: 26,386 shares; 2025Q1: 4,442 shares; 2025Q2: 3,027 shares; 2025Q3: 20,641 shares; 2025Q4: 15,988 shares; 2026Q1: 12,614 shares 12,614 $6.04M 0.45% -3,374 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: 16,112 shares; 2024Q4: 15,286 shares; 2025Q1: 16,526 shares; 2025Q2: 15,881 shares; 2025Q3: 18,104 shares; 2025Q4: 18,871 shares; 2026Q1: 18,809 shares 18,809 $6.03M 0.45% -62 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,752 shares; 2024Q4: 69,131 shares; 2025Q1: 77,224 shares; 2025Q2: 92,754 shares; 2025Q3: 101,110 shares; 2025Q4: 106,151 shares; 2026Q1: 120,505 shares 120,505 $6.03M 0.45% +14,354 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: 37,785 shares; 2024Q4: 37,717 shares; 2025Q1: 29,064 shares; 2025Q2: 28,803 shares; 2025Q3: 28,732 shares; 2025Q4: 28,554 shares; 2026Q1: 28,029 shares 28,029 $6.02M 0.45% -525 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,662 shares; 2024Q4: 300,819 shares; 2025Q1: 311,191 shares; 2025Q2: 223,301 shares; 2025Q3: 229,206 shares; 2025Q4: 224,645 shares; 2026Q1: 159,438 shares 159,438 $5.38M 0.4% -65,207 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: 7,875 shares; 2024Q4: 12,753 shares; 2025Q1: 11,263 shares; 2025Q2: 30,786 shares; 2025Q3: 39,764 shares; 2025Q4: 61,571 shares; 2026Q1: 22,055 shares 22,055 $5.24M 0.39% -39,516 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: 15,177 shares; 2024Q4: 15,916 shares; 2025Q1: 17,159 shares; 2025Q2: 17,525 shares; 2025Q3: 14,496 shares; 2025Q4: 38,580 shares; 2026Q1: 111,403 shares 111,403 $5.11M 0.38% +72,823 Timeline XOP 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: 26,852 shares; 2026Q1: 27,369 shares 27,369 $4.97M 0.37% +517 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: 6,095 shares; 2024Q4: 15,739 shares; 2025Q1: 20,066 shares; 2025Q2: 25,825 shares; 2025Q3: 31,323 shares; 2025Q4: 26,964 shares; 2026Q1: 25,336 shares 25,336 $4.97M 0.37% -1,628 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: 12,875 shares; 2024Q4: 19,329 shares; 2025Q1: 19,332 shares; 2025Q2: 20,154 shares; 2025Q3: 20,006 shares; 2025Q4: 20,001 shares; 2026Q1: 54,666 shares 54,666 $4.94M 0.37% +34,665 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,193 shares; 2024Q4: 56,121 shares; 2025Q1: 52,567 shares; 2025Q2: 53,399 shares; 2025Q3: 9,749 shares; 2025Q4: 57,373 shares; 2026Q1: 59,390 shares 59,390 $4.9M 0.37% +2,017 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES 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: 377,169 shares; 2026Q1: 437,265 shares 437,265 $4.87M 0.36% +60,096 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,928 shares; 2025Q4: 23,611 shares; 2026Q1: 44,950 shares 44,950 $4.85M 0.36% +21,339 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: 49,350 shares; 2024Q4: 53,775 shares; 2025Q1: 57,902 shares; 2025Q2: 63,394 shares; 2025Q3: 76,184 shares; 2025Q4: 75,483 shares; 2026Q1: 68,474 shares 68,474 $4.78M 0.36% -7,009 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 16,746 shares; 2025Q1: 12,888 shares; 2025Q2: 12,617 shares; 2025Q3: 111,819 shares; 2025Q4: 114,989 shares; 2026Q1: 105,081 shares 105,081 $4.69M 0.35% -9,908 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 53,100 shares; 2025Q1: 67,907 shares; 2025Q2: 80,899 shares; 2025Q3: 134,914 shares; 2025Q4: 144,720 shares; 2026Q1: 132,580 shares 132,580 $4.67M 0.35% -12,140 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,995 shares; 2024Q4: 133,628 shares; 2025Q1: 123,058 shares; 2025Q2: 129,431 shares; 2025Q3: 131,070 shares; 2025Q4: 134,315 shares; 2026Q1: 82,370 shares 82,370 $4.66M 0.35% -51,945 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: 4,775 shares; 2024Q4: 5,207 shares; 2025Q1: 19,037 shares; 2025Q2: 11,731 shares; 2025Q3: 16,211 shares; 2025Q4: 18,450 shares; 2026Q1: 13,364 shares 13,364 $4.52M 0.34% -5,086 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586,734 shares 586,734 $4.5M 0.34% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,986 shares; 2025Q3: 2,491 shares; 2025Q4: not reported; 2026Q1: 54,813 shares 54,813 $4.38M 0.33% new 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: 78,600 shares; 2024Q4: 79,149 shares; 2025Q1: 70,228 shares; 2025Q2: 67,152 shares; 2025Q3: 72,897 shares; 2025Q4: 76,265 shares; 2026Q1: 62,426 shares 62,426 $4.38M 0.33% -13,839 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,247 shares; 2024Q4: 108,154 shares; 2025Q1: 113,466 shares; 2025Q2: 130,279 shares; 2025Q3: 135,952 shares; 2025Q4: 143,397 shares; 2026Q1: 116,404 shares 116,404 $4.31M 0.32% -26,993 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: 16,112 shares; 2024Q4: 20,620 shares; 2025Q1: 21,441 shares; 2025Q2: 22,616 shares; 2025Q3: 22,010 shares; 2025Q4: 22,367 shares; 2026Q1: 20,295 shares 20,295 $4.2M 0.31% -2,072 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,947 shares; 2025Q1: 1,065,432 shares; 2025Q2: 408,874 shares; 2025Q3: 274,725 shares; 2025Q4: 189,103 shares; 2026Q1: 174,268 shares 174,268 $4.14M 0.31% -14,835 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,769 shares 49,769 $4.01M 0.3% new 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: 8,945 shares; 2024Q4: 8,392 shares; 2025Q1: 10,550 shares; 2025Q2: 11,824 shares; 2025Q3: 14,954 shares; 2025Q4: 31,554 shares; 2026Q1: 30,086 shares 30,086 $4M 0.3% -1,468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,297 shares 12,297 $3.94M 0.3% new 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: 15,486 shares; 2025Q1: 19,750 shares; 2025Q2: 18,882 shares; 2025Q3: 16,303 shares; 2025Q4: 15,297 shares; 2026Q1: 13,179 shares 13,179 $3.89M 0.29% -2,118 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,213 shares; 2024Q4: 80,195 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,509 shares; 2026Q1: 62,620 shares 62,620 $3.76M 0.28% -61,889 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,252 shares; 2024Q4: 25,401 shares; 2025Q1: 32,227 shares; 2025Q2: 58,970 shares; 2025Q3: 59,876 shares; 2025Q4: 62,399 shares; 2026Q1: 65,093 shares 65,093 $3.73M 0.28% +2,694 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,715 shares; 2025Q1: 3,711 shares; 2025Q2: 3,613 shares; 2025Q3: 3,969 shares; 2025Q4: not reported; 2026Q1: 17,035 shares 17,035 $3.72M 0.28% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,403 shares; 2025Q1: 109,942 shares; 2025Q2: 113,543 shares; 2025Q3: 108,193 shares; 2025Q4: 153,837 shares; 2026Q1: 148,548 shares 148,548 $3.6M 0.27% -5,289 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,646 shares; 2025Q3: 135,023 shares; 2025Q4: 139,500 shares; 2026Q1: 130,508 shares 130,508 $3.6M 0.27% -8,992 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: 49,064 shares; 2024Q4: 50,878 shares; 2025Q1: 50,452 shares; 2025Q2: 31,847 shares; 2025Q3: 39,341 shares; 2025Q4: 32,105 shares; 2026Q1: 24,327 shares 24,327 $3.56M 0.27% -7,778 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,039 shares; 2024Q4: 322,546 shares; 2025Q1: 323,401 shares; 2025Q2: 310,918 shares; 2025Q3: 296,531 shares; 2025Q4: 308,048 shares; 2026Q1: 317,688 shares 317,688 $3.55M 0.27% +9,640 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613,015 shares; 2024Q4: 1,090,155 shares; 2025Q1: 993,187 shares; 2025Q2: 950,001 shares; 2025Q3: 913,265 shares; 2025Q4: 661,192 shares; 2026Q1: 657,981 shares 657,981 $3.55M 0.27% -3,211 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,107 shares; 2024Q4: 198,084 shares; 2025Q1: 212,390 shares; 2025Q2: 159,456 shares; 2025Q3: 101,000 shares; 2025Q4: 77,002 shares; 2026Q1: 36,924 shares 36,924 $3.53M 0.26% -40,078 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,198 shares 214,198 $3.48M 0.26% new 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: 5,963 shares; 2024Q4: 5,392 shares; 2025Q1: 5,464 shares; 2025Q2: 4,994 shares; 2025Q3: 17,057 shares; 2025Q4: not reported; 2026Q1: 13,728 shares 13,728 $3.44M 0.26% new 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: 23,942 shares; 2024Q4: 21,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,590 shares; 2025Q4: 27,011 shares; 2026Q1: 23,721 shares 23,721 $3.43M 0.26% -3,290 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: 41,843 shares; 2024Q4: 48,778 shares; 2025Q1: 70,350 shares; 2025Q2: 113,701 shares; 2025Q3: 127,136 shares; 2025Q4: 137,667 shares; 2026Q1: 72,662 shares 72,662 $3.41M 0.26% -65,005 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: 31,613 shares; 2024Q4: 44,241 shares; 2025Q1: 35,353 shares; 2025Q2: 39,848 shares; 2025Q3: 43,433 shares; 2025Q4: 44,596 shares; 2026Q1: 44,606 shares 44,606 $3.39M 0.25% +10 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: 64,759 shares; 2024Q4: 86,772 shares; 2025Q1: 102,164 shares; 2025Q2: 107,384 shares; 2025Q3: 108,653 shares; 2025Q4: 113,986 shares; 2026Q1: 119,492 shares 119,492 $3.35M 0.25% +5,506 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: not reported; 2026Q1: 19,621 shares 19,621 $3.25M 0.24% new 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: 186,259 shares; 2026Q1: 194,153 shares 194,153 $3.22M 0.24% +7,894 Timeline VPU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,296 shares 16,296 $3.22M 0.24% new Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 26,319 shares; 2025Q1: 28,382 shares; 2025Q2: 23,917 shares; 2025Q3: 15,633 shares; 2025Q4: 30,647 shares; 2026Q1: 46,051 shares 46,051 $3.1M 0.23% +15,404 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: 61,573 shares; 2024Q4: 88,644 shares; 2025Q1: 85,176 shares; 2025Q2: 75,797 shares; 2025Q3: 70,273 shares; 2025Q4: 70,095 shares; 2026Q1: 67,127 shares 67,127 $3.1M 0.23% -2,968 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 14,298 shares; 2025Q1: 16,977 shares; 2025Q2: 35,714 shares; 2025Q3: 51,710 shares; 2025Q4: 54,488 shares; 2026Q1: 62,516 shares 62,516 $3.08M 0.23% +8,028 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: 32,159 shares; 2024Q4: 33,008 shares; 2025Q1: 30,068 shares; 2025Q2: 31,007 shares; 2025Q3: 31,255 shares; 2025Q4: 31,194 shares; 2026Q1: 31,256 shares 31,256 $3.03M 0.23% +62 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: 46,262 shares; 2024Q4: 43,008 shares; 2025Q1: 50,013 shares; 2025Q2: 50,018 shares; 2025Q3: 50,049 shares; 2025Q4: 50,049 shares; 2026Q1: 49,909 shares 49,909 $2.98M 0.22% -140 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,894 shares; 2024Q4: 126,854 shares; 2025Q1: 153,479 shares; 2025Q2: 145,313 shares; 2025Q3: 145,763 shares; 2025Q4: 120,213 shares; 2026Q1: 106,675 shares 106,675 $2.98M 0.22% -13,538 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,646 shares 36,646 $2.97M 0.22% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,502 shares; 2024Q4: 70,935 shares; 2025Q1: 78,901 shares; 2025Q2: 79,184 shares; 2025Q3: 57,130 shares; 2025Q4: 58,852 shares; 2026Q1: 62,544 shares 62,544 $2.95M 0.22% +3,692 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: 53,473 shares; 2024Q4: 11,747 shares; 2025Q1: 73,541 shares; 2025Q2: 21,835 shares; 2025Q3: 16,576 shares; 2025Q4: 14,547 shares; 2026Q1: 33,153 shares 33,153 $2.92M 0.22% +18,606 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: 52,694 shares; 2024Q4: 63,126 shares; 2025Q1: 23,031 shares; 2025Q2: 19,103 shares; 2025Q3: 19,937 shares; 2025Q4: 23,388 shares; 2026Q1: 23,513 shares 23,513 $2.92M 0.22% +125 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,287 shares; 2024Q4: 270,711 shares; 2025Q1: 336,680 shares; 2025Q2: 258,637 shares; 2025Q3: 258,637 shares; 2025Q4: 312,398 shares; 2026Q1: 309,168 shares 309,168 $2.9M 0.22% -3,230 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,035 shares; 2024Q4: 10,618 shares; 2025Q1: 14,929 shares; 2025Q2: 12,227 shares; 2025Q3: 8,171 shares; 2025Q4: 29,109 shares; 2026Q1: 31,601 shares 31,601 $2.89M 0.22% +2,492 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: 64,436 shares; 2024Q4: 67,597 shares; 2025Q1: 68,502 shares; 2025Q2: 69,706 shares; 2025Q3: 71,230 shares; 2025Q4: 61,095 shares; 2026Q1: 57,419 shares 57,419 $2.88M 0.22% -3,676 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,446 shares; 2025Q2: 12,413 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,392 shares 34,392 $2.88M 0.22% new 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: 25,793 shares; 2024Q4: 46,423 shares; 2025Q1: 23,859 shares; 2025Q2: 23,869 shares; 2025Q3: 27,713 shares; 2025Q4: 26,517 shares; 2026Q1: 28,591 shares 28,591 $2.88M 0.22% +2,074 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 10,724 shares; 2025Q1: 11,146 shares; 2025Q2: 30,064 shares; 2025Q3: 43,379 shares; 2025Q4: 47,092 shares; 2026Q1: 57,796 shares 57,796 $2.87M 0.22% +10,704 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: 26,816 shares; 2024Q4: 12,670 shares; 2025Q1: 36,415 shares; 2025Q2: 17,816 shares; 2025Q3: 19,724 shares; 2025Q4: 23,970 shares; 2026Q1: 28,066 shares 28,066 $2.83M 0.21% +4,096 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: 3,186 shares; 2025Q1: 3,059 shares; 2025Q2: 3,458 shares; 2025Q3: 6,867 shares; 2025Q4: 23,490 shares; 2026Q1: 13,174 shares 13,174 $2.81M 0.21% -10,316 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: 21,328 shares; 2024Q4: 28,858 shares; 2025Q1: 32,460 shares; 2025Q2: 32,661 shares; 2025Q3: 33,710 shares; 2025Q4: 27,936 shares; 2026Q1: 24,823 shares 24,823 $2.81M 0.21% -3,113 Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 21,070 shares 21,070 $2.8M 0.21% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: 19,954 shares; 2026Q1: 29,063 shares 29,063 $2.79M 0.21% +9,109 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: 6,521 shares; 2024Q4: 24,233 shares; 2025Q1: 41,050 shares; 2025Q2: 28,031 shares; 2025Q3: 29,466 shares; 2025Q4: 32,532 shares; 2026Q1: 34,158 shares 34,158 $2.72M 0.2% +1,626 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: 32,038 shares; 2024Q4: 34,067 shares; 2025Q1: 34,223 shares; 2025Q2: 36,009 shares; 2025Q3: 36,489 shares; 2025Q4: 34,757 shares; 2026Q1: 34,878 shares 34,878 $2.71M 0.2% +121 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 7,803 shares; 2025Q1: 7,670 shares; 2025Q2: 6,684 shares; 2025Q3: 7,212 shares; 2025Q4: 21,416 shares; 2026Q1: 22,751 shares 22,751 $2.7M 0.2% +1,335 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: 7,246 shares; 2024Q4: 9,363 shares; 2025Q1: 9,317 shares; 2025Q2: 8,328 shares; 2025Q3: 10,294 shares; 2025Q4: 10,306 shares; 2026Q1: 13,526 shares 13,526 $2.69M 0.2% +3,220 Timeline CLOI 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: 19,162 shares; 2024Q4: 27,950 shares; 2025Q1: 28,615 shares; 2025Q2: 27,337 shares; 2025Q3: 97,611 shares; 2025Q4: 97,800 shares; 2026Q1: 50,878 shares 50,878 $2.68M 0.2% -46,922 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: 42,847 shares; 2024Q4: 37,139 shares; 2025Q1: 37,339 shares; 2025Q2: 42,589 shares; 2025Q3: 43,914 shares; 2025Q4: 49,914 shares; 2026Q1: 54,044 shares 54,044 $2.67M 0.2% +4,130 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: 66,565 shares; 2024Q4: 74,181 shares; 2025Q1: 71,097 shares; 2025Q2: 71,873 shares; 2025Q3: 73,191 shares; 2025Q4: 82,970 shares; 2026Q1: 79,685 shares 79,685 $2.66M 0.2% -3,285 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: 12,313 shares; 2024Q4: 16,124 shares; 2025Q1: 16,337 shares; 2025Q2: 16,902 shares; 2025Q3: 17,431 shares; 2025Q4: 17,269 shares; 2026Q1: 17,054 shares 17,054 $2.65M 0.2% -215 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: 25,262 shares; 2024Q4: 38,801 shares; 2025Q1: 38,071 shares; 2025Q2: 48,796 shares; 2025Q3: 48,865 shares; 2025Q4: 32,205 shares; 2026Q1: 29,245 shares 29,245 $2.65M 0.2% -2,960 Timeline GWX 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: 43,696 shares; 2024Q4: 45,940 shares; 2025Q1: 52,668 shares; 2025Q2: 55,228 shares; 2025Q3: 57,693 shares; 2025Q4: 60,897 shares; 2026Q1: 62,357 shares 62,357 $2.64M 0.2% +1,460 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: 50,772 shares; 2024Q4: 74,033 shares; 2025Q1: 84,325 shares; 2025Q2: 54,382 shares; 2025Q3: 54,890 shares; 2025Q4: 54,944 shares; 2026Q1: 54,123 shares 54,123 $2.64M 0.2% -821 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: 15,917 shares; 2024Q4: 11,411 shares; 2025Q1: 13,660 shares; 2025Q2: 12,649 shares; 2025Q3: 12,885 shares; 2025Q4: 13,581 shares; 2026Q1: 22,872 shares 22,872 $2.59M 0.19% +9,291 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: 2,511 shares; 2024Q4: 5,086 shares; 2025Q1: 5,144 shares; 2025Q2: 4,285 shares; 2025Q3: 4,335 shares; 2025Q4: not reported; 2026Q1: 27,728 shares 27,728 $2.58M 0.19% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,906 shares 57,906 $2.55M 0.19% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,166 shares; 2025Q2: 29,620 shares; 2025Q3: 29,638 shares; 2025Q4: 107,554 shares; 2026Q1: 83,195 shares 83,195 $2.54M 0.19% -24,359 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,600 shares; 2026Q1: 33,497 shares 33,497 $2.52M 0.19% -20,103 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,047 shares 58,047 $2.49M 0.19% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,413 shares; 2024Q4: 71,145 shares; 2025Q1: 71,010 shares; 2025Q2: 72,367 shares; 2025Q3: 78,943 shares; 2025Q4: 79,597 shares; 2026Q1: 81,527 shares 81,527 $2.45M 0.18% +1,930 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: 24,843 shares; 2024Q4: 25,105 shares; 2025Q1: 22,670 shares; 2025Q2: 22,024 shares; 2025Q3: 24,554 shares; 2025Q4: 26,505 shares; 2026Q1: 27,545 shares 27,545 $2.44M 0.18% +1,040 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,101 shares; 2024Q4: 21,516 shares; 2025Q1: 22,671 shares; 2025Q2: 22,615 shares; 2025Q3: 23,961 shares; 2025Q4: 23,417 shares; 2026Q1: 24,339 shares 24,339 $2.44M 0.18% +922 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: 41,500 shares; 2025Q3: 41,580 shares; 2025Q4: 41,151 shares; 2026Q1: 42,021 shares 42,021 $2.37M 0.18% +870 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: 12,204 shares; 2024Q4: 15,500 shares; 2025Q1: 16,348 shares; 2025Q2: 18,936 shares; 2025Q3: 19,402 shares; 2025Q4: 20,874 shares; 2026Q1: 17,702 shares 17,702 $2.33M 0.17% -3,172 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: 121,048 shares; 2024Q4: 114,057 shares; 2025Q1: 143,945 shares; 2025Q2: 19,693 shares; 2025Q3: 26,099 shares; 2025Q4: 26,992 shares; 2026Q1: 26,776 shares 26,776 $2.33M 0.17% -216 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,145 shares; 2025Q2: 10,451 shares; 2025Q3: 10,548 shares; 2025Q4: 79,956 shares; 2026Q1: 88,559 shares 88,559 $2.32M 0.17% +8,603 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,837 shares; 2025Q4: 19,289 shares; 2026Q1: 18,873 shares 18,873 $2.32M 0.17% -416 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,947 shares; 2025Q4: 112,195 shares; 2026Q1: 86,105 shares 86,105 $2.31M 0.17% -26,090 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,045 shares; 2024Q4: 42,181 shares; 2025Q1: 46,837 shares; 2025Q2: 49,449 shares; 2025Q3: 53,541 shares; 2025Q4: 55,524 shares; 2026Q1: 53,729 shares 53,729 $2.27M 0.17% -1,795 Timeline UJUL 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: 21,701 shares; 2024Q4: 20,889 shares; 2025Q1: 18,686 shares; 2025Q2: 11,318 shares; 2025Q3: 61,914 shares; 2025Q4: 58,373 shares; 2026Q1: 58,380 shares 58,380 $2.24M 0.17% +7 Timeline PWRD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,853 shares 22,853 $2.23M 0.17% new 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: 27,092 shares; 2024Q4: 31,320 shares; 2025Q1: 23,135 shares; 2025Q2: 23,559 shares; 2025Q3: 23,340 shares; 2025Q4: 23,133 shares; 2026Q1: 25,047 shares 25,047 $2.17M 0.16% +1,914 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: 247,788 shares; 2024Q4: 226,904 shares; 2025Q1: 206,830 shares; 2025Q2: 206,174 shares; 2025Q3: 219,775 shares; 2025Q4: 219,863 shares; 2026Q1: 210,649 shares 210,649 $2.15M 0.16% -9,214 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 261,889 shares 261,889 $2.11M 0.16% new 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: 9,688 shares; 2024Q4: 10,370 shares; 2025Q1: 10,309 shares; 2025Q2: 10,462 shares; 2025Q3: 10,466 shares; 2025Q4: 10,951 shares; 2026Q1: 12,484 shares 12,484 $2.06M 0.15% +1,533 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,627 shares 56,627 $2.03M 0.15% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,729 shares; 2024Q4: 13,673 shares; 2025Q1: 13,685 shares; 2025Q2: 12,874 shares; 2025Q3: 14,014 shares; 2025Q4: 16,178 shares; 2026Q1: 37,063 shares 37,063 $2.03M 0.15% +20,885 Timeline FTSL 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: 36,856 shares; 2024Q4: 41,902 shares; 2025Q1: 42,390 shares; 2025Q2: 43,060 shares; 2025Q3: 44,616 shares; 2025Q4: 44,263 shares; 2026Q1: 44,621 shares 44,621 $2M 0.15% +358 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,368 shares; 2025Q3: 19,771 shares; 2025Q4: 19,726 shares; 2026Q1: 19,779 shares 19,779 $1.97M 0.15% +53 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: 10,693 shares; 2024Q4: 11,579 shares; 2025Q1: 12,011 shares; 2025Q2: 12,313 shares; 2025Q3: 12,663 shares; 2025Q4: 12,926 shares; 2026Q1: 12,780 shares 12,780 $1.89M 0.14% -146 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: 58,866 shares; 2024Q4: 58,929 shares; 2025Q1: 60,643 shares; 2025Q2: 61,192 shares; 2025Q3: 61,162 shares; 2025Q4: 63,231 shares; 2026Q1: 64,974 shares 64,974 $1.88M 0.14% +1,743 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: 29,603 shares; 2024Q4: 33,493 shares; 2025Q1: 48,173 shares; 2025Q2: 48,606 shares; 2025Q3: 57,491 shares; 2025Q4: 55,769 shares; 2026Q1: 76,409 shares 76,409 $1.75M 0.13% +20,640 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,971 shares; 2025Q1: 5,556 shares; 2025Q2: 5,217 shares; 2025Q3: 10,706 shares; 2025Q4: 33,344 shares; 2026Q1: 11,907 shares 11,907 $1.74M 0.13% -21,437 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 10,494 shares; 2025Q1: 9,142 shares; 2025Q2: 9,087 shares; 2025Q3: 12,359 shares; 2025Q4: 12,953 shares; 2026Q1: 29,052 shares 29,052 $1.72M 0.13% +16,099 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 18,451 shares; 2025Q1: 30,062 shares; 2025Q2: 30,532 shares; 2025Q3: 29,631 shares; 2025Q4: 19,060 shares; 2026Q1: 17,620 shares 17,620 $1.7M 0.13% -1,440 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,778 shares; 2026Q1: 75,872 shares 75,872 $1.69M 0.13% +7,094 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: 77,337 shares; 2024Q4: 99,118 shares; 2025Q1: 24,722 shares; 2025Q2: 18,733 shares; 2025Q3: 21,608 shares; 2025Q4: 22,896 shares; 2026Q1: 24,783 shares 24,783 $1.67M 0.13% +1,887 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: 19,068 shares; 2024Q4: 15,504 shares; 2025Q1: 21,632 shares; 2025Q2: 15,686 shares; 2025Q3: 14,685 shares; 2025Q4: 17,998 shares; 2026Q1: 16,998 shares 16,998 $1.67M 0.13% -1,000 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: 16,517 shares; 2024Q4: 22,450 shares; 2025Q1: 22,802 shares; 2025Q2: 15,946 shares; 2025Q3: 16,245 shares; 2025Q4: 16,358 shares; 2026Q1: 16,060 shares 16,060 $1.65M 0.12% -298 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: 13,827 shares; 2024Q4: 23,131 shares; 2025Q1: 30,744 shares; 2025Q2: 70,335 shares; 2025Q3: 57,161 shares; 2025Q4: 37,179 shares; 2026Q1: 42,369 shares 42,369 $1.63M 0.12% +5,190 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 20,528 shares; 2025Q3: 20,614 shares; 2025Q4: 21,008 shares; 2026Q1: 21,011 shares 21,011 $1.62M 0.12% +3 Timeline VGVT VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,302 shares; 2026Q1: 21,392 shares 21,392 $1.62M 0.12% +8,090 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,836 shares; 2024Q4: 34,700 shares; 2025Q1: 35,490 shares; 2025Q2: 18,414 shares; 2025Q3: 19,224 shares; 2025Q4: 22,023 shares; 2026Q1: 30,955 shares 30,955 $1.61M 0.12% +8,932 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: 9,112 shares; 2024Q4: 9,603 shares; 2025Q1: 9,881 shares; 2025Q2: 12,841 shares; 2025Q3: 12,297 shares; 2025Q4: not reported; 2026Q1: 13,989 shares 13,989 $1.61M 0.12% new Timeline UDEC 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: 52,109 shares; 2024Q4: 51,481 shares; 2025Q1: 49,568 shares; 2025Q2: 49,699 shares; 2025Q3: 45,640 shares; 2025Q4: 40,507 shares; 2026Q1: 40,486 shares 40,486 $1.57M 0.12% -21 Timeline JMEE 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: 6,493 shares; 2024Q4: 9,326 shares; 2025Q1: 8,735 shares; 2025Q2: 8,886 shares; 2025Q3: 8,882 shares; 2025Q4: not reported; 2026Q1: 23,066 shares 23,066 $1.54M 0.12% new 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: 9,244 shares; 2024Q4: 21,171 shares; 2025Q1: 21,702 shares; 2025Q2: 21,664 shares; 2025Q3: 22,038 shares; 2025Q4: 21,609 shares; 2026Q1: 21,110 shares 21,110 $1.54M 0.12% -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: 33,752 shares; 2024Q4: 26,050 shares; 2025Q1: 39,013 shares; 2025Q2: 17,289 shares; 2025Q3: 15,592 shares; 2025Q4: 15,203 shares; 2026Q1: 13,660 shares 13,660 $1.51M 0.11% -1,543 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,023 shares; 2025Q4: 99,668 shares; 2026Q1: 102,121 shares 102,121 $1.5M 0.11% +2,453 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: 18,873 shares; 2024Q4: 20,821 shares; 2025Q1: 21,423 shares; 2025Q2: 21,808 shares; 2025Q3: 22,859 shares; 2025Q4: 21,825 shares; 2026Q1: 22,402 shares 22,402 $1.48M 0.11% +577 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,443 shares; 2024Q4: 41,281 shares; 2025Q1: 46,336 shares; 2025Q2: 22,478 shares; 2025Q3: 34,458 shares; 2025Q4: 32,323 shares; 2026Q1: 30,521 shares 30,521 $1.47M 0.11% -1,802 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,161 shares; 2024Q4: 51,161 shares; 2025Q1: 50,556 shares; 2025Q2: 46,556 shares; 2025Q3: 45,356 shares; 2025Q4: 38,690 shares; 2026Q1: 40,475 shares 40,475 $1.46M 0.11% +1,785 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 6,756 shares; 2025Q3: 8,381 shares; 2025Q4: 11,881 shares; 2026Q1: 31,435 shares 31,435 $1.46M 0.11% +19,554 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: 34,053 shares; 2024Q4: 38,539 shares; 2025Q1: 37,971 shares; 2025Q2: 38,826 shares; 2025Q3: 38,653 shares; 2025Q4: 40,180 shares; 2026Q1: 75,004 shares 75,004 $1.45M 0.11% +34,824 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 461,087 shares; 2025Q3: 281,103 shares; 2025Q4: 180,950 shares; 2026Q1: 163,960 shares 163,960 $1.44M 0.11% -16,990 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 16,577 shares; 2025Q1: 16,867 shares; 2025Q2: 15,372 shares; 2025Q3: 20,607 shares; 2025Q4: 21,447 shares; 2026Q1: 24,193 shares 24,193 $1.43M 0.11% +2,746 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 12,364 shares; 2025Q1: 12,456 shares; 2025Q2: 13,420 shares; 2025Q3: 13,996 shares; 2025Q4: 15,988 shares; 2026Q1: 14,461 shares 14,461 $1.41M 0.11% -1,527 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: 10,527 shares; 2024Q4: 13,980 shares; 2025Q1: 14,142 shares; 2025Q2: 14,902 shares; 2025Q3: 16,726 shares; 2025Q4: 16,663 shares; 2026Q1: 14,761 shares 14,761 $1.4M 0.11% -1,902 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,370 shares; 2026Q1: 27,240 shares 27,240 $1.39M 0.1% +5,870 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 13,596 shares; 2025Q1: 14,348 shares; 2025Q2: 13,879 shares; 2025Q3: 14,033 shares; 2025Q4: 13,191 shares; 2026Q1: 12,233 shares 12,233 $1.36M 0.1% -958 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,545 shares; 2025Q4: 47,364 shares; 2026Q1: 56,354 shares 56,354 $1.35M 0.1% +8,990 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,714 shares; 2024Q4: 23,111 shares; 2025Q1: 20,966 shares; 2025Q2: 21,886 shares; 2025Q3: 25,439 shares; 2025Q4: 21,043 shares; 2026Q1: 16,854 shares 16,854 $1.34M 0.1% -4,189 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: 18,704 shares; 2024Q4: 11,962 shares; 2025Q1: 12,807 shares; 2025Q2: 12,116 shares; 2025Q3: 8,593 shares; 2025Q4: 18,777 shares; 2026Q1: 21,480 shares 21,480 $1.32M 0.1% +2,703 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 39,920 shares 39,920 $1.29M 0.1% new 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: 13,618 shares; 2024Q4: 11,342 shares; 2025Q1: 16,028 shares; 2025Q2: 13,849 shares; 2025Q3: 20,052 shares; 2025Q4: 21,743 shares; 2026Q1: 21,942 shares 21,942 $1.28M 0.1% +199 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,681 shares; 2024Q4: 41,593 shares; 2025Q1: 31,049 shares; 2025Q2: 49,650 shares; 2025Q3: 52,900 shares; 2025Q4: 53,130 shares; 2026Q1: 54,558 shares 54,558 $1.27M 0.1% +1,428 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 4,923 shares; 2025Q1: 4,591 shares; 2025Q2: 4,568 shares; 2025Q3: 4,394 shares; 2025Q4: 13,786 shares; 2026Q1: 13,151 shares 13,151 $1.27M 0.1% -635 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 8,325 shares; 2025Q1: 7,583 shares; 2025Q2: 9,372 shares; 2025Q3: 15,869 shares; 2025Q4: 13,528 shares; 2026Q1: 14,592 shares 14,592 $1.26M 0.09% +1,064 Timeline USEP 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: 39,575 shares; 2024Q4: 38,920 shares; 2025Q1: 36,758 shares; 2025Q2: 35,830 shares; 2025Q3: 32,599 shares; 2025Q4: 32,466 shares; 2026Q1: 32,472 shares 32,472 $1.25M 0.09% +6 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,993 shares; 2024Q4: 41,278 shares; 2025Q1: 64,562 shares; 2025Q2: 32,044 shares; 2025Q3: 48,414 shares; 2025Q4: 55,100 shares; 2026Q1: 46,738 shares 46,738 $1.23M 0.09% -8,362 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: 15,686 shares; 2024Q4: 20,611 shares; 2025Q1: 26,384 shares; 2025Q2: 28,186 shares; 2025Q3: 30,843 shares; 2025Q4: 34,117 shares; 2026Q1: 20,957 shares 20,957 $1.22M 0.09% -13,160 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 14,772 shares; 2025Q1: 16,414 shares; 2025Q2: 16,422 shares; 2025Q3: 17,050 shares; 2025Q4: 18,553 shares; 2026Q1: 17,128 shares 17,128 $1.21M 0.09% -1,425 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: 26,246 shares; 2025Q2: 25,953 shares; 2025Q3: 26,054 shares; 2025Q4: 26,657 shares; 2026Q1: 26,168 shares 26,168 $1.21M 0.09% -489 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,715 shares; 2025Q2: 2,547 shares; 2025Q3: 3,011 shares; 2025Q4: not reported; 2026Q1: 10,056 shares 10,056 $1.19M 0.09% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 17,428 shares; 2025Q1: 17,982 shares; 2025Q2: 18,336 shares; 2025Q3: 17,408 shares; 2025Q4: 17,074 shares; 2026Q1: 17,524 shares 17,524 $1.19M 0.09% +450 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: 12,241 shares; 2024Q4: 11,551 shares; 2025Q1: 12,434 shares; 2025Q2: 13,033 shares; 2025Q3: 16,270 shares; 2025Q4: 24,384 shares; 2026Q1: 16,117 shares 16,117 $1.19M 0.09% -8,267 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 2,044 shares; 2025Q1: 3,907 shares; 2025Q2: 4,873 shares; 2025Q3: 5,350 shares; 2025Q4: 10,888 shares; 2026Q1: 10,748 shares 10,748 $1.17M 0.09% -140 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 16,410 shares; 2025Q1: 16,330 shares; 2025Q2: 20,367 shares; 2025Q3: 20,768 shares; 2025Q4: 20,430 shares; 2026Q1: 21,664 shares 21,664 $1.15M 0.09% +1,234 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 10,751 shares; 2025Q1: 10,235 shares; 2025Q2: 15,438 shares; 2025Q3: 4,869 shares; 2025Q4: not reported; 2026Q1: 24,804 shares 24,804 $1.12M 0.08% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 6,859 shares; 2025Q1: 12,672 shares; 2025Q2: 6,964 shares; 2025Q3: 7,986 shares; 2025Q4: not reported; 2026Q1: 10,249 shares 10,249 $1.12M 0.08% new 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: not reported; 2025Q1: 4,956 shares; 2025Q2: 8,590 shares; 2025Q3: 8,870 shares; 2025Q4: not reported; 2026Q1: 10,847 shares 10,847 $1.09M 0.08% new Timeline GFEB 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: 35,350 shares; 2024Q4: 31,950 shares; 2025Q1: 32,350 shares; 2025Q2: 30,850 shares; 2025Q3: 28,850 shares; 2025Q4: 25,850 shares; 2026Q1: 25,850 shares 25,850 $1.06M 0.08% 0 Timeline FCBD ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,466 shares; 2025Q1: 54,183 shares; 2025Q2: 51,317 shares; 2025Q3: 47,231 shares; 2025Q4: 43,708 shares; 2026Q1: 41,379 shares 41,379 $1.05M 0.08% -2,329 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,124 shares; 2024Q4: 91,272 shares; 2025Q1: 66,028 shares; 2025Q2: 70,879 shares; 2025Q3: 28,822 shares; 2025Q4: 24,513 shares; 2026Q1: 22,551 shares 22,551 $1.04M 0.08% -1,962 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: 18,178 shares; 2024Q4: 21,517 shares; 2025Q1: 22,533 shares; 2025Q2: 24,706 shares; 2025Q3: 25,209 shares; 2025Q4: 28,527 shares; 2026Q1: 24,468 shares 24,468 $1M 0.08% -4,059 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: 6,222 shares; 2024Q4: 5,663 shares; 2025Q1: 5,317 shares; 2025Q2: 4,501 shares; 2025Q3: 4,411 shares; 2025Q4: not reported; 2026Q1: 15,058 shares 15,058 $1M 0.08% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 7,958 shares; 2025Q1: 8,716 shares; 2025Q2: 10,677 shares; 2025Q3: 11,061 shares; 2025Q4: 11,634 shares; 2026Q1: 12,438 shares 12,438 $975K 0.07% +804 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,847 shares 22,847 $929K 0.07% new Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,231 shares; 2025Q4: 19,607 shares; 2026Q1: 38,661 shares 38,661 $895K 0.07% +19,054 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,889 shares; 2025Q4: 12,625 shares; 2026Q1: 11,118 shares 11,118 $885K 0.07% -1,507 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: 5,262 shares; 2024Q4: 10,749 shares; 2025Q1: 10,498 shares; 2025Q2: 12,703 shares; 2025Q3: 15,872 shares; 2025Q4: 17,409 shares; 2026Q1: 18,316 shares 18,316 $880K 0.07% +907 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 12,422 shares; 2025Q1: 11,318 shares; 2025Q2: 10,644 shares; 2025Q3: 10,781 shares; 2025Q4: 12,977 shares; 2026Q1: 19,144 shares 19,144 $857K 0.06% +6,167 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: 7,225 shares; 2024Q4: 30,118 shares; 2025Q1: 29,015 shares; 2025Q2: 21,446 shares; 2025Q3: 21,346 shares; 2025Q4: 22,791 shares; 2026Q1: 27,577 shares 27,577 $846K 0.06% +4,786 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 25,874 shares; 2025Q1: 55,450 shares; 2025Q2: 32,667 shares; 2025Q3: 37,846 shares; 2025Q4: 33,861 shares; 2026Q1: 25,001 shares 25,001 $839K 0.06% -8,860 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 10,559 shares 10,559 $831K 0.06% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,772 shares; 2024Q4: 16,842 shares; 2025Q1: 23,648 shares; 2025Q2: 21,750 shares; 2025Q3: 28,978 shares; 2025Q4: 19,110 shares; 2026Q1: 17,494 shares 17,494 $822K 0.06% -1,616 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,656 shares; 2026Q1: 16,298 shares 16,298 $818K 0.06% +642 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY 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: not reported; 2025Q3: not reported; 2025Q4: 99,326 shares; 2026Q1: 63,781 shares 63,781 $797K 0.06% -35,545 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,294 shares; 2025Q4: 16,479 shares; 2026Q1: 16,260 shares 16,260 $793K 0.06% -219 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: 13,784 shares; 2024Q4: 15,645 shares; 2025Q1: 60,983 shares; 2025Q2: 17,086 shares; 2025Q3: 11,837 shares; 2025Q4: 11,435 shares; 2026Q1: 15,806 shares 15,806 $792K 0.06% +4,371 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,133 shares; 2024Q4: 17,360 shares; 2025Q1: 23,132 shares; 2025Q2: 10,170 shares; 2025Q3: 16,667 shares; 2025Q4: 16,092 shares; 2026Q1: 15,285 shares 15,285 $784K 0.06% -807 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: 73,652 shares; 2024Q4: 76,170 shares; 2025Q1: 81,619 shares; 2025Q2: 13,039 shares; 2025Q3: 13,284 shares; 2025Q4: 13,529 shares; 2026Q1: 13,630 shares 13,630 $773K 0.06% +101 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,967 shares; 2025Q1: 28,726 shares; 2025Q2: 34,070 shares; 2025Q3: 31,230 shares; 2025Q4: 29,013 shares; 2026Q1: 28,163 shares 28,163 $769K 0.06% -850 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,876 shares; 2025Q1: not reported; 2025Q2: 16,801 shares; 2025Q3: 16,689 shares; 2025Q4: 17,500 shares; 2026Q1: 15,249 shares 15,249 $763K 0.06% -2,251 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,943 shares; 2025Q4: not reported; 2026Q1: 10,015 shares 10,015 $759K 0.06% new Timeline UMAR 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: 26,339 shares; 2024Q4: 25,301 shares; 2025Q1: 23,251 shares; 2025Q2: 23,403 shares; 2025Q3: 19,667 shares; 2025Q4: 19,381 shares; 2026Q1: 19,031 shares 19,031 $756K 0.06% -350 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,361 shares; 2025Q2: 25,685 shares; 2025Q3: 31,415 shares; 2025Q4: 29,797 shares; 2026Q1: 28,289 shares 28,289 $753K 0.06% -1,508 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: 22,744 shares; 2024Q4: 26,705 shares; 2025Q1: 14,720 shares; 2025Q2: 20,828 shares; 2025Q3: 21,145 shares; 2025Q4: 20,284 shares; 2026Q1: 19,784 shares 19,784 $749K 0.06% -500 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: 10,018 shares; 2024Q4: 11,405 shares; 2025Q1: 18,117 shares; 2025Q2: 21,963 shares; 2025Q3: 23,055 shares; 2025Q4: 23,806 shares; 2026Q1: 15,077 shares 15,077 $744K 0.06% -8,729 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: 12,762 shares; 2024Q4: 22,112 shares; 2025Q1: 18,862 shares; 2025Q2: 19,805 shares; 2025Q3: 29,613 shares; 2025Q4: 28,459 shares; 2026Q1: 20,114 shares 20,114 $740K 0.06% -8,345 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 42,958 shares; 2025Q1: 42,958 shares; 2025Q2: 40,744 shares; 2025Q3: 41,394 shares; 2025Q4: 41,576 shares; 2026Q1: 40,474 shares 40,474 $729K 0.05% -1,102 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,253 shares; 2025Q4: 38,054 shares; 2026Q1: 51,765 shares 51,765 $723K 0.05% +13,711 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 9,852 shares; 2025Q1: 9,852 shares; 2025Q2: 10,052 shares; 2025Q3: 10,444 shares; 2025Q4: 12,494 shares; 2026Q1: 12,659 shares 12,659 $722K 0.05% +165 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 15,988 shares; 2025Q1: 15,756 shares; 2025Q2: 15,658 shares; 2025Q3: 15,365 shares; 2025Q4: 15,131 shares; 2026Q1: 14,920 shares 14,920 $722K 0.05% -211 Timeline SJNK 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: 9,653 shares; 2024Q4: 17,238 shares; 2025Q1: 20,289 shares; 2025Q2: 21,420 shares; 2025Q3: 25,480 shares; 2025Q4: 31,840 shares; 2026Q1: 28,250 shares 28,250 $706K 0.05% -3,590 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 14,800 shares; 2025Q4: 14,200 shares; 2026Q1: 15,145 shares 15,145 $687K 0.05% +945 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: 46,675 shares; 2024Q4: 50,206 shares; 2025Q1: 56,027 shares; 2025Q2: 34,790 shares; 2025Q3: 35,025 shares; 2025Q4: 34,205 shares; 2026Q1: 23,915 shares 23,915 $686K 0.05% -10,290 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD 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: 19,970 shares 19,970 $683K 0.05% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,260 shares; 2024Q4: 57,405 shares; 2025Q1: 9,210 shares; 2025Q2: 13,465 shares; 2025Q3: 12,889 shares; 2025Q4: 14,254 shares; 2026Q1: 14,428 shares 14,428 $682K 0.05% +174 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: 8,754 shares; 2024Q4: not reported; 2025Q1: 9,609 shares; 2025Q2: 12,718 shares; 2025Q3: 13,780 shares; 2025Q4: 24,331 shares; 2026Q1: 15,407 shares 15,407 $680K 0.05% -8,924 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,697 shares; 2024Q4: 426,857 shares; 2025Q1: 472,765 shares; 2025Q2: 446,865 shares; 2025Q3: 417,670 shares; 2025Q4: 78,318 shares; 2026Q1: 23,860 shares 23,860 $664K 0.05% -54,458 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,757 shares; 2024Q4: 6,699 shares; 2025Q1: 9,990 shares; 2025Q2: 5,027 shares; 2025Q3: 4,912 shares; 2025Q4: not reported; 2026Q1: 10,521 shares 10,521 $633K 0.05% new Timeline QETH INVESCO GALAXY ETHEREUM ETF More: the full row for INVESCO GALAXY ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 51,968 shares; 2025Q1: 56,181 shares; 2025Q2: 55,503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,050 shares 30,050 $627K 0.05% new Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,972 shares; 2024Q4: 77,972 shares; 2025Q1: 74,854 shares; 2025Q2: 74,789 shares; 2025Q3: 74,279 shares; 2025Q4: 69,769 shares; 2026Q1: 66,397 shares 66,397 $617K 0.05% -3,372 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 11,770 shares; 2025Q1: 9,811 shares; 2025Q2: 9,795 shares; 2025Q3: 9,814 shares; 2025Q4: not reported; 2026Q1: 11,551 shares 11,551 $608K 0.05% new Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,014 shares; 2026Q1: 14,182 shares 14,182 $607K 0.05% +3,168 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,077 shares; 2024Q4: 516,227 shares; 2025Q1: 518,451 shares; 2025Q2: 340,102 shares; 2025Q3: 331,164 shares; 2025Q4: 73,046 shares; 2026Q1: 44,863 shares 44,863 $604K 0.05% -28,183 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 9,585 shares; 2025Q1: 9,046 shares; 2025Q2: 9,360 shares; 2025Q3: 9,551 shares; 2025Q4: 10,134 shares; 2026Q1: 10,984 shares 10,984 $590K 0.04% +850 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 33,430 shares; 2025Q1: 25,055 shares; 2025Q2: 35,423 shares; 2025Q3: 32,646 shares; 2025Q4: 19,679 shares; 2026Q1: 21,888 shares 21,888 $587K 0.04% +2,209 Timeline ISTB ISHARES 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: 5,510 shares; 2025Q2: 13,546 shares; 2025Q3: 71,521 shares; 2025Q4: 20,187 shares; 2026Q1: 12,106 shares 12,106 $587K 0.04% -8,081 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 28,639 shares; 2025Q1: 22,279 shares; 2025Q2: 22,789 shares; 2025Q3: 24,306 shares; 2025Q4: 12,805 shares; 2026Q1: 12,805 shares 12,805 $582K 0.04% 0 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,873 shares; 2025Q1: 25,024 shares; 2025Q2: 24,754 shares; 2025Q3: 22,872 shares; 2025Q4: 21,171 shares; 2026Q1: 18,418 shares 18,418 $573K 0.04% -2,753 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,985 shares; 2024Q4: 17,921 shares; 2025Q1: 12,303 shares; 2025Q2: 25,824 shares; 2025Q3: 25,305 shares; 2025Q4: 35,222 shares; 2026Q1: 17,358 shares 17,358 $572K 0.04% -17,864 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 20,712 shares; 2025Q1: 19,246 shares; 2025Q2: 35,572 shares; 2025Q3: 31,887 shares; 2025Q4: 33,097 shares; 2026Q1: 19,049 shares 19,049 $547K 0.04% -14,048 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: 12,790 shares; 2024Q4: 30,617 shares; 2025Q1: 39,009 shares; 2025Q2: 52,239 shares; 2025Q3: 50,890 shares; 2025Q4: 47,244 shares; 2026Q1: 10,835 shares 10,835 $546K 0.04% -36,409 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 8,904 shares; 2025Q1: 9,920 shares; 2025Q2: 9,712 shares; 2025Q3: 13,831 shares; 2025Q4: 13,245 shares; 2026Q1: 13,433 shares 13,433 $539K 0.04% +188 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $535K 0.04% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 28,364 shares; 2025Q1: 27,110 shares; 2025Q2: 27,110 shares; 2025Q3: 27,110 shares; 2025Q4: 27,110 shares; 2026Q1: 27,110 shares 27,110 $532K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,113 shares; 2024Q4: 28,627 shares; 2025Q1: 27,204 shares; 2025Q2: 27,204 shares; 2025Q3: 27,204 shares; 2025Q4: 27,204 shares; 2026Q1: 27,204 shares 27,204 $531K 0.04% 0 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,992 shares; 2025Q4: 14,783 shares; 2026Q1: 22,755 shares 22,755 $528K 0.04% +7,972 Timeline UNOV 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: 21,173 shares; 2024Q4: 20,432 shares; 2025Q1: 18,347 shares; 2025Q2: 17,470 shares; 2025Q3: 14,280 shares; 2025Q4: 14,136 shares; 2026Q1: 14,120 shares 14,120 $526K 0.04% -16 Timeline TDVG 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: 11,928 shares; 2024Q4: 10,403 shares; 2025Q1: 10,733 shares; 2025Q2: 10,274 shares; 2025Q3: 11,337 shares; 2025Q4: 11,536 shares; 2026Q1: 11,501 shares 11,501 $512K 0.04% -35 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,092 shares; 2025Q1: 24,160 shares; 2025Q2: 24,073 shares; 2025Q3: 22,382 shares; 2025Q4: 20,957 shares; 2026Q1: 20,065 shares 20,065 $510K 0.04% -892 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,035 shares; 2026Q1: 36,915 shares 36,915 $507K 0.04% +16,880 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,283 shares; 2024Q4: 8,635 shares; 2025Q1: 7,993 shares; 2025Q2: 15,670 shares; 2025Q3: 15,574 shares; 2025Q4: 15,309 shares; 2026Q1: 12,369 shares 12,369 $501K 0.04% -2,940 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,230 shares; 2024Q4: 27,720 shares; 2025Q1: 26,512 shares; 2025Q2: 26,242 shares; 2025Q3: 26,242 shares; 2025Q4: 23,757 shares; 2026Q1: 23,757 shares 23,757 $485K 0.04% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,043 shares; 2024Q4: 25,029 shares; 2025Q1: 26,328 shares; 2025Q2: 29,081 shares; 2025Q3: 29,047 shares; 2025Q4: 26,507 shares; 2026Q1: 29,051 shares 29,051 $477K 0.04% +2,544 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,515 shares; 2024Q4: 13,703 shares; 2025Q1: 21,546 shares; 2025Q2: 19,656 shares; 2025Q3: 17,678 shares; 2025Q4: 17,246 shares; 2026Q1: 15,651 shares 15,651 $475K 0.04% -1,595 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 12,258 shares; 2026Q1: 20,708 shares 20,708 $469K 0.04% +8,450 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,013 shares; 2025Q1: 17,232 shares; 2025Q2: 17,949 shares; 2025Q3: 16,504 shares; 2025Q4: 15,263 shares; 2026Q1: 14,215 shares 14,215 $466K 0.03% -1,048 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: 14,565 shares; 2024Q4: 14,315 shares; 2025Q1: 14,275 shares; 2025Q2: 14,275 shares; 2025Q3: 13,980 shares; 2025Q4: 13,690 shares; 2026Q1: 13,680 shares 13,680 $462K 0.03% -10 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,555 shares; 2025Q4: not reported; 2026Q1: 14,211 shares 14,211 $456K 0.03% new Timeline VRIG 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: 79,279 shares; 2024Q4: 81,036 shares; 2025Q1: 86,687 shares; 2025Q2: 24,699 shares; 2025Q3: 24,364 shares; 2025Q4: 24,048 shares; 2026Q1: 17,853 shares 17,853 $447K 0.03% -6,195 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,316 shares 11,316 $438K 0.03% new Timeline JULM 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: 14,550 shares; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 13,050 shares; 2026Q1: 13,050 shares 13,050 $437K 0.03% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,320 shares; 2024Q4: 33,129 shares; 2025Q1: 32,867 shares; 2025Q2: 30,001 shares; 2025Q3: 28,866 shares; 2025Q4: 27,492 shares; 2026Q1: 17,164 shares 17,164 $406K 0.03% -10,328 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 7,924 shares; 2025Q1: 15,048 shares; 2025Q2: 20,479 shares; 2025Q3: 17,780 shares; 2025Q4: 14,868 shares; 2026Q1: 12,334 shares 12,334 $395K 0.03% -2,534 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,611 shares; 2024Q4: 33,057 shares; 2025Q1: 19,677 shares; 2025Q2: 25,921 shares; 2025Q3: 16,764 shares; 2025Q4: 15,849 shares; 2026Q1: 20,149 shares 20,149 $383K 0.03% +4,300 Timeline CERY 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: 7,934 shares; 2025Q4: not reported; 2026Q1: 10,680 shares 10,680 $376K 0.03% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,406 shares 10,406 $365K 0.03% new Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,101 shares; 2024Q4: 39,191 shares; 2025Q1: 39,890 shares; 2025Q2: 41,207 shares; 2025Q3: 41,211 shares; 2025Q4: 18,901 shares; 2026Q1: 34,137 shares 34,137 $363K 0.03% +15,236 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,737 shares; 2025Q1: not reported; 2025Q2: 10,970 shares; 2025Q3: 25,943 shares; 2025Q4: 24,023 shares; 2026Q1: 23,910 shares 23,910 $359K 0.03% -113 Timeline QCJL 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: 15,015 shares; 2024Q4: 15,015 shares; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares; 2025Q4: 15,015 shares; 2026Q1: 15,015 shares 15,015 $351K 0.03% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,218 shares 10,218 $348K 0.03% new Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D 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: 25,126 shares 25,126 $345K 0.03% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,943 shares; 2024Q4: 69,452 shares; 2025Q1: 94,856 shares; 2025Q2: 25,002 shares; 2025Q3: 23,836 shares; 2025Q4: 21,176 shares; 2026Q1: 19,954 shares 19,954 $342K 0.03% -1,222 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,274 shares; 2024Q4: 14,274 shares; 2025Q1: 14,274 shares; 2025Q2: 14,855 shares; 2025Q3: 14,855 shares; 2025Q4: 14,855 shares; 2026Q1: 13,095 shares 13,095 $322K 0.02% -1,760 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,523 shares; 2025Q4: 12,205 shares; 2026Q1: 10,680 shares 10,680 $320K 0.02% -1,525 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 11,260 shares; 2025Q1: 9,947 shares; 2025Q2: 10,160 shares; 2025Q3: 11,466 shares; 2025Q4: 11,266 shares; 2026Q1: 11,766 shares 11,766 $314K 0.02% +500 Timeline PCY 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: 11,027 shares; 2024Q4: 10,527 shares; 2025Q1: 10,785 shares; 2025Q2: 10,435 shares; 2025Q3: 10,325 shares; 2025Q4: 11,096 shares; 2026Q1: 14,621 shares 14,621 $306K 0.02% +3,525 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 14,594 shares; 2025Q1: 13,502 shares; 2025Q2: 13,502 shares; 2025Q3: 13,502 shares; 2025Q4: 13,502 shares; 2026Q1: 13,502 shares 13,502 $302K 0.02% 0 Timeline RDZN ROADZEN INC More: the full row for ROADZEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 253,653 shares 253,653 $302K 0.02% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 14,065 shares; 2025Q1: 13,013 shares; 2025Q2: 13,013 shares; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,013 shares 13,013 $302K 0.02% 0 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: 25,803 shares; 2024Q4: 31,653 shares; 2025Q1: 31,653 shares; 2025Q2: 28,203 shares; 2025Q3: 32,418 shares; 2025Q4: 26,521 shares; 2026Q1: 27,081 shares 27,081 $300K 0.02% +560 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 15,850 shares; 2026Q1: 15,850 shares 15,850 $299K 0.02% 0 Timeline EMHC 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: 11,820 shares; 2025Q4: 11,724 shares; 2026Q1: 11,906 shares 11,906 $295K 0.02% +182 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,429 shares; 2024Q4: 204,307 shares; 2025Q1: 206,605 shares; 2025Q2: 196,946 shares; 2025Q3: 71,693 shares; 2025Q4: 76,423 shares; 2026Q1: 56,747 shares 56,747 $291K 0.02% -19,676 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,721 shares; 2025Q2: 44,421 shares; 2025Q3: not reported; 2025Q4: 27,316 shares; 2026Q1: 19,570 shares 19,570 $279K 0.02% -7,746 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 10,764 shares; 2025Q4: 10,795 shares; 2026Q1: 10,816 shares 10,816 $246K 0.02% +21 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 13,435 shares; 2025Q4: 15,272 shares; 2026Q1: 11,736 shares 11,736 $232K 0.02% -3,536 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,145 shares; 2025Q1: 6,162 shares; 2025Q2: 18,671 shares; 2025Q3: 18,651 shares; 2025Q4: 15,393 shares; 2026Q1: 10,274 shares 10,274 $231K 0.02% -5,119 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 33,000 shares; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 21,400 shares; 2025Q4: not reported; 2026Q1: 21,601 shares 21,601 $227K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,697 shares; 2024Q4: 50,236 shares; 2025Q1: 91,111 shares; 2025Q2: 44,439 shares; 2025Q3: 76,432 shares; 2025Q4: 76,905 shares; 2026Q1: 42,870 shares 42,870 $222K 0.02% -34,035 Timeline IXHL INCANNEX HEALTHCARE INC More: the full row for INCANNEX HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,167 shares 73,167 $220K 0.02% new Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224,000 shares 224,000 $219K 0.02% new Timeline BTCC GRAYSCALE FUNDS TRUST More: the full row for GRAYSCALE FUNDS 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: 13,900 shares 13,900 $216K 0.02% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,156 shares; 2024Q4: 18,475 shares; 2025Q1: 15,438 shares; 2025Q2: 15,938 shares; 2025Q3: 15,633 shares; 2025Q4: not reported; 2026Q1: 19,133 shares 19,133 $215K 0.02% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,209 shares; 2024Q4: 23,369 shares; 2025Q1: 60,367 shares; 2025Q2: 11,094 shares; 2025Q3: 10,757 shares; 2025Q4: not reported; 2026Q1: 10,227 shares 10,227 $208K 0.02% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 46,924 shares; 2025Q1: 48,237 shares; 2025Q2: 46,246 shares; 2025Q3: 45,361 shares; 2025Q4: 37,504 shares; 2026Q1: 34,066 shares 34,066 $203K 0.02% -3,438 Timeline