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: 280,824 shares; 2024Q4: 282,490 shares; 2025Q1: 378,086 shares; 2025Q2: 407,457 shares; 2025Q3: 430,724 shares; 2025Q4: 648,448 shares; 2026Q1: 691,690 shares 691,690 $176M 2.9% +43,242 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: 434,445 shares; 2024Q4: 460,361 shares; 2025Q1: 605,393 shares; 2025Q2: 666,333 shares; 2025Q3: 724,347 shares; 2025Q4: 828,722 shares; 2026Q1: 844,995 shares 844,995 $147M 2.44% +16,273 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: 44,373 shares; 2024Q4: 61,058 shares; 2025Q1: 95,649 shares; 2025Q2: 107,839 shares; 2025Q3: 127,416 shares; 2025Q4: 142,967 shares; 2026Q1: 163,612 shares 163,612 $107M 1.77% +20,645 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: 85,175 shares; 2024Q4: 88,765 shares; 2025Q1: 131,828 shares; 2025Q2: 142,668 shares; 2025Q3: 164,077 shares; 2025Q4: 212,685 shares; 2026Q1: 237,463 shares 237,463 $87.9M 1.45% +24,778 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: 200,863 shares; 2024Q4: 206,309 shares; 2025Q1: 257,874 shares; 2025Q2: 259,491 shares; 2025Q3: 292,041 shares; 2025Q4: 350,436 shares; 2026Q1: 377,441 shares 377,441 $78.6M 1.3% +27,005 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030,608 shares; 2024Q4: 2,234,474 shares; 2025Q1: 2,253,670 shares; 2025Q2: 2,291,182 shares; 2025Q3: 2,906,625 shares; 2025Q4: 3,133,739 shares; 2026Q1: 3,562,484 shares 3,562,484 $74M 1.22% +428,745 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: 94,200 shares; 2024Q4: 105,002 shares; 2025Q1: 150,792 shares; 2025Q2: 162,509 shares; 2025Q3: 191,612 shares; 2025Q4: 244,436 shares; 2026Q1: 250,469 shares 250,469 $72M 1.19% +6,033 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: 80,681 shares; 2024Q4: 85,609 shares; 2025Q1: 116,068 shares; 2025Q2: 127,986 shares; 2025Q3: 149,432 shares; 2025Q4: 192,539 shares; 2026Q1: 203,911 shares 203,911 $60M 0.99% +11,372 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: 66,226 shares; 2024Q4: 75,741 shares; 2025Q1: 267,656 shares; 2025Q2: 305,691 shares; 2025Q3: 292,201 shares; 2025Q4: 373,416 shares; 2026Q1: 496,194 shares 496,194 $56.1M 0.93% +122,778 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: 28,113 shares; 2024Q4: 67,383 shares; 2025Q1: 144,670 shares; 2025Q2: 221,633 shares; 2025Q3: 742,577 shares; 2025Q4: 1,005,932 shares; 2026Q1: 1,223,952 shares 1,223,952 $55.8M 0.92% +218,020 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,815 shares; 2025Q2: 54,936 shares; 2025Q3: 251,687 shares; 2025Q4: 299,860 shares; 2026Q1: 1,203,036 shares 1,203,036 $55.4M 0.92% +903,176 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: 19,689 shares; 2024Q4: 19,170 shares; 2025Q1: 33,009 shares; 2025Q2: 55,089 shares; 2025Q3: 57,746 shares; 2025Q4: 77,735 shares; 2026Q1: 82,917 shares 82,917 $53.9M 0.89% +5,182 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: 49,052 shares; 2024Q4: 49,055 shares; 2025Q1: 61,448 shares; 2025Q2: 70,269 shares; 2025Q3: 73,563 shares; 2025Q4: 79,958 shares; 2026Q1: 88,372 shares 88,372 $51M 0.84% +8,414 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: 35,402 shares; 2024Q4: 35,391 shares; 2025Q1: 56,461 shares; 2025Q2: 74,703 shares; 2025Q3: 76,506 shares; 2025Q4: 96,334 shares; 2026Q1: 157,372 shares 157,372 $50.5M 0.83% +61,038 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,374 shares; 2025Q2: 75,764 shares; 2025Q3: 70,092 shares; 2025Q4: 72,209 shares; 2026Q1: 1,299,942 shares 1,299,942 $46.2M 0.76% +1,227,733 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: 57,692 shares; 2024Q4: 53,897 shares; 2025Q1: 114,405 shares; 2025Q2: 107,972 shares; 2025Q3: 122,804 shares; 2025Q4: 138,066 shares; 2026Q1: 144,888 shares 144,888 $44.8M 0.74% +6,822 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459,452 shares; 2024Q4: 1,838,653 shares; 2025Q1: 1,930,290 shares; 2025Q2: 2,146,358 shares; 2025Q3: 2,973,660 shares; 2025Q4: 3,435,040 shares; 2026Q1: 3,857,687 shares 3,857,687 $42.2M 0.7% +422,647 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: 52,871 shares; 2024Q4: 54,870 shares; 2025Q1: 91,313 shares; 2025Q2: 108,060 shares; 2025Q3: 106,089 shares; 2025Q4: 139,685 shares; 2026Q1: 146,501 shares 146,501 $42M 0.7% +6,816 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,102 shares; 2024Q4: 107,532 shares; 2025Q1: 106,669 shares; 2025Q2: 500,499 shares; 2025Q3: 551,006 shares; 2025Q4: 590,498 shares; 2026Q1: 760,005 shares 760,005 $42M 0.69% +169,507 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: 608,099 shares; 2024Q4: 646,707 shares; 2025Q1: 666,266 shares; 2025Q2: 671,995 shares; 2025Q3: 708,344 shares; 2025Q4: 632,171 shares; 2026Q1: 697,082 shares 697,082 $41.9M 0.69% +64,911 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: 52,194 shares; 2024Q4: 56,372 shares; 2025Q1: 101,093 shares; 2025Q2: 166,281 shares; 2025Q3: 173,328 shares; 2025Q4: 192,103 shares; 2026Q1: 218,344 shares 218,344 $41.9M 0.69% +26,241 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: 97,960 shares; 2024Q4: 101,943 shares; 2025Q1: 139,930 shares; 2025Q2: 156,675 shares; 2025Q3: 184,824 shares; 2025Q4: 207,050 shares; 2026Q1: 235,091 shares 235,091 $39.9M 0.66% +28,041 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 545,199 shares; 2025Q3: 716,904 shares; 2025Q4: 850,396 shares; 2026Q1: 1,155,852 shares 1,155,852 $38.2M 0.63% +305,456 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 8,264 shares; 2025Q1: 31,485 shares; 2025Q2: 38,423 shares; 2025Q3: 68,558 shares; 2025Q4: 217,758 shares; 2026Q1: 735,163 shares 735,163 $37M 0.61% +517,405 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,906 shares; 2025Q2: 151,475 shares; 2025Q3: 164,316 shares; 2025Q4: 263,371 shares; 2026Q1: 546,687 shares 546,687 $37M 0.61% +283,316 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: 194,186 shares; 2024Q4: 203,522 shares; 2025Q1: 173,084 shares; 2025Q2: 199,539 shares; 2025Q3: 224,410 shares; 2025Q4: 263,197 shares; 2026Q1: 291,100 shares 291,100 $36.2M 0.6% +27,903 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: 12,456 shares; 2024Q4: 16,193 shares; 2025Q1: 149,397 shares; 2025Q2: 173,036 shares; 2025Q3: 191,566 shares; 2025Q4: 205,231 shares; 2026Q1: 238,986 shares 238,986 $35.4M 0.59% +33,755 Timeline OEI LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171,023 shares; 2026Q1: 1,423,436 shares 1,423,436 $34.9M 0.58% +252,413 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: 29,743 shares; 2024Q4: 28,946 shares; 2025Q1: 41,227 shares; 2025Q2: 43,763 shares; 2025Q3: 48,051 shares; 2025Q4: 55,376 shares; 2026Q1: 60,803 shares 60,803 $34.8M 0.58% +5,427 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: 29,692 shares; 2024Q4: 29,385 shares; 2025Q1: 41,576 shares; 2025Q2: 79,710 shares; 2025Q3: 106,961 shares; 2025Q4: 123,712 shares; 2026Q1: 606,352 shares 606,352 $34.4M 0.57% +482,640 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,444 shares; 2024Q4: 671,960 shares; 2025Q1: 685,727 shares; 2025Q2: 679,779 shares; 2025Q3: 718,900 shares; 2025Q4: 757,654 shares; 2026Q1: 807,215 shares 807,215 $34.4M 0.57% +49,561 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,194 shares; 2024Q4: 177,289 shares; 2025Q1: 241,347 shares; 2025Q2: 267,448 shares; 2025Q3: 286,406 shares; 2025Q4: 295,689 shares; 2026Q1: 861,728 shares 861,728 $34M 0.56% +566,039 Timeline AVRY 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: not reported; 2025Q4: not reported; 2026Q1: 1,506,450 shares 1,506,450 $32.2M 0.53% new 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: 78,969 shares; 2024Q4: 81,414 shares; 2025Q1: 104,045 shares; 2025Q2: 113,531 shares; 2025Q3: 125,078 shares; 2025Q4: 148,923 shares; 2026Q1: 155,177 shares 155,177 $32.1M 0.53% +6,254 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,955 shares; 2024Q4: 20,817 shares; 2025Q1: 40,031 shares; 2025Q2: 38,492 shares; 2025Q3: 42,169 shares; 2025Q4: 74,445 shares; 2026Q1: 71,603 shares 71,603 $30.5M 0.5% -2,842 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: 28,638 shares; 2024Q4: 26,448 shares; 2025Q1: 40,820 shares; 2025Q2: 49,014 shares; 2025Q3: 50,332 shares; 2025Q4: 73,291 shares; 2026Q1: 63,678 shares 63,678 $30.5M 0.5% -9,613 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: 61,467 shares; 2024Q4: 46,192 shares; 2025Q1: 60,828 shares; 2025Q2: 75,032 shares; 2025Q3: 79,566 shares; 2025Q4: 112,655 shares; 2026Q1: 116,837 shares 116,837 $28.6M 0.47% +4,182 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: 44,628 shares; 2024Q4: 41,789 shares; 2025Q1: 35,821 shares; 2025Q2: 39,968 shares; 2025Q3: 41,142 shares; 2025Q4: 46,637 shares; 2026Q1: 46,839 shares 46,839 $28M 0.46% +202 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,911 shares; 2024Q4: 122,395 shares; 2025Q1: 207,911 shares; 2025Q2: 214,552 shares; 2025Q3: 217,448 shares; 2025Q4: 220,814 shares; 2026Q1: 399,950 shares 399,950 $27.3M 0.45% +179,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407,600 shares 407,600 $27.2M 0.45% new Timeline PWV 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: 121,550 shares; 2024Q4: 117,683 shares; 2025Q1: 112,502 shares; 2025Q2: 100,174 shares; 2025Q3: 106,525 shares; 2025Q4: 160,577 shares; 2026Q1: 387,000 shares 387,000 $27M 0.45% +226,423 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,748 shares; 2025Q1: 12,320 shares; 2025Q2: 17,647 shares; 2025Q3: 21,407 shares; 2025Q4: 27,793 shares; 2026Q1: 29,156 shares 29,156 $26.8M 0.44% +1,363 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,503 shares; 2024Q4: 14,719 shares; 2025Q1: 11,414 shares; 2025Q2: 34,530 shares; 2025Q3: 32,589 shares; 2025Q4: 32,879 shares; 2026Q1: 1,062,860 shares 1,062,860 $26.3M 0.44% +1,029,981 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: 135,390 shares; 2024Q4: 129,447 shares; 2025Q1: 142,228 shares; 2025Q2: 177,634 shares; 2025Q3: 166,195 shares; 2025Q4: 169,080 shares; 2026Q1: 178,296 shares 178,296 $26.1M 0.43% +9,216 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: 61,688 shares; 2024Q4: 71,671 shares; 2025Q1: 124,856 shares; 2025Q2: 82,047 shares; 2025Q3: 146,857 shares; 2025Q4: 209,167 shares; 2026Q1: 206,141 shares 206,141 $25.6M 0.42% -3,026 Timeline EUSA 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: 327,385 shares; 2024Q4: 356,049 shares; 2025Q1: 365,580 shares; 2025Q2: 388,029 shares; 2025Q3: 240,906 shares; 2025Q4: 238,866 shares; 2026Q1: 251,323 shares 251,323 $25.6M 0.42% +12,457 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: 9,164 shares; 2024Q4: 44,631 shares; 2025Q1: 48,279 shares; 2025Q2: 49,515 shares; 2025Q3: 98,828 shares; 2025Q4: 111,766 shares; 2026Q1: 118,181 shares 118,181 $25.3M 0.42% +6,415 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: 56,887 shares; 2024Q4: 48,462 shares; 2025Q1: 91,838 shares; 2025Q2: 81,348 shares; 2025Q3: 68,269 shares; 2025Q4: 162,346 shares; 2026Q1: 127,983 shares 127,983 $25.1M 0.42% -34,363 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,911 shares; 2024Q4: 373,780 shares; 2025Q1: 338,609 shares; 2025Q2: 303,967 shares; 2025Q3: 310,459 shares; 2025Q4: 72,274 shares; 2026Q1: 506,073 shares 506,073 $24.7M 0.41% +433,799 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 656,146 shares 656,146 $24.4M 0.4% new 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: 23,186 shares; 2024Q4: 23,859 shares; 2025Q1: 93,032 shares; 2025Q2: 99,934 shares; 2025Q3: 185,478 shares; 2025Q4: 209,043 shares; 2026Q1: 368,434 shares 368,434 $23.6M 0.39% +159,391 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,452 shares; 2025Q1: 6,846 shares; 2025Q2: 10,062 shares; 2025Q3: 12,808 shares; 2025Q4: 23,955 shares; 2026Q1: 23,217 shares 23,217 $23.1M 0.38% -738 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,550 shares; 2025Q3: 548,274 shares; 2025Q4: 703,811 shares; 2026Q1: 855,977 shares 855,977 $22.9M 0.38% +152,166 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: 21,617 shares; 2024Q4: 21,267 shares; 2025Q1: 36,317 shares; 2025Q2: 58,419 shares; 2025Q3: 73,261 shares; 2025Q4: 104,517 shares; 2026Q1: 105,490 shares 105,490 $22.5M 0.37% +973 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: 84,231 shares; 2024Q4: 89,100 shares; 2025Q1: 207,903 shares; 2025Q2: 218,562 shares; 2025Q3: 237,679 shares; 2025Q4: 280,311 shares; 2026Q1: 330,732 shares 330,732 $22.3M 0.37% +50,421 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 10,871 shares; 2025Q1: 18,559 shares; 2025Q2: 18,281 shares; 2025Q3: 28,602 shares; 2025Q4: 47,065 shares; 2026Q1: 48,779 shares 48,779 $21.3M 0.35% +1,714 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: 35,537 shares; 2024Q4: 34,976 shares; 2025Q1: 36,693 shares; 2025Q2: 36,874 shares; 2025Q3: 36,718 shares; 2025Q4: 191,715 shares; 2026Q1: 271,829 shares 271,829 $20.8M 0.34% +80,114 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: 195,412 shares; 2024Q4: 198,417 shares; 2025Q1: 211,331 shares; 2025Q2: 205,238 shares; 2025Q3: 203,919 shares; 2025Q4: 197,446 shares; 2026Q1: 204,154 shares 204,154 $20.5M 0.34% +6,708 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: 24,720 shares; 2024Q4: 23,451 shares; 2025Q1: 36,548 shares; 2025Q2: 43,830 shares; 2025Q3: 48,264 shares; 2025Q4: 53,004 shares; 2026Q1: 61,134 shares 61,134 $20.1M 0.33% +8,130 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: 103,995 shares; 2024Q4: 109,008 shares; 2025Q1: 117,078 shares; 2025Q2: 129,466 shares; 2025Q3: 144,509 shares; 2025Q4: 154,170 shares; 2026Q1: 202,443 shares 202,443 $19.5M 0.32% +48,273 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,925 shares; 2025Q1: 5,827 shares; 2025Q2: 5,333 shares; 2025Q3: 5,599 shares; 2025Q4: 76,311 shares; 2026Q1: 77,670 shares 77,670 $19.3M 0.32% +1,359 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: 35,265 shares; 2024Q4: 39,540 shares; 2025Q1: 45,787 shares; 2025Q2: 50,851 shares; 2025Q3: 57,348 shares; 2025Q4: 53,533 shares; 2026Q1: 44,483 shares 44,483 $19.1M 0.32% -9,050 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 15,066 shares; 2025Q1: 32,059 shares; 2025Q2: 32,802 shares; 2025Q3: 34,822 shares; 2025Q4: 54,759 shares; 2026Q1: 53,964 shares 53,964 $18.2M 0.3% -795 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: 64,605 shares; 2024Q4: 61,731 shares; 2025Q1: 71,342 shares; 2025Q2: 98,864 shares; 2025Q3: 122,802 shares; 2025Q4: 109,838 shares; 2026Q1: 3,563,531 shares 3,563,531 $18.2M 0.3% +3,453,693 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,427 shares; 2024Q4: 151,419 shares; 2025Q1: 186,563 shares; 2025Q2: 219,493 shares; 2025Q3: 245,188 shares; 2025Q4: 290,861 shares; 2026Q1: 299,224 shares 299,224 $18.1M 0.3% +8,363 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: 51,033 shares; 2024Q4: 54,030 shares; 2025Q1: 80,538 shares; 2025Q2: 65,911 shares; 2025Q3: 63,440 shares; 2025Q4: 136,134 shares; 2026Q1: 136,188 shares 136,188 $18.1M 0.3% +54 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: 18,432 shares; 2024Q4: 17,936 shares; 2025Q1: 30,254 shares; 2025Q2: 38,434 shares; 2025Q3: 45,171 shares; 2025Q4: 57,697 shares; 2026Q1: 59,767 shares 59,767 $18.1M 0.3% +2,070 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: 42,609 shares; 2024Q4: 36,591 shares; 2025Q1: 45,500 shares; 2025Q2: 67,081 shares; 2025Q3: 79,966 shares; 2025Q4: 141,002 shares; 2026Q1: 146,131 shares 146,131 $17.6M 0.29% +5,129 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: 26,543 shares; 2024Q4: 83,114 shares; 2025Q1: 176,182 shares; 2025Q2: 214,643 shares; 2025Q3: 320,635 shares; 2025Q4: 343,793 shares; 2026Q1: 571,918 shares 571,918 $17.5M 0.29% +228,125 Timeline TRBF ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK 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: 311,673 shares; 2026Q1: 352,537 shares 352,537 $17.4M 0.29% +40,864 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: 3,406 shares; 2024Q4: 3,637 shares; 2025Q1: 6,439 shares; 2025Q2: 7,030 shares; 2025Q3: 9,178 shares; 2025Q4: 158,400 shares; 2026Q1: 180,793 shares 180,793 $17.4M 0.29% +22,393 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: 45,880 shares; 2024Q4: 46,210 shares; 2025Q1: 57,636 shares; 2025Q2: 71,341 shares; 2025Q3: 85,427 shares; 2025Q4: 116,273 shares; 2026Q1: 119,821 shares 119,821 $17.3M 0.29% +3,548 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343,450 shares; 2026Q1: 344,159 shares 344,159 $17.1M 0.28% +709 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: 101,367 shares; 2024Q4: 99,383 shares; 2025Q1: 131,888 shares; 2025Q2: 161,798 shares; 2025Q3: 163,453 shares; 2025Q4: 196,353 shares; 2026Q1: 219,910 shares 219,910 $17.1M 0.28% +23,557 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: 19,319 shares; 2024Q4: 21,985 shares; 2025Q1: 93,419 shares; 2025Q2: 106,399 shares; 2025Q3: 184,895 shares; 2025Q4: 160,477 shares; 2026Q1: 227,791 shares 227,791 $16.8M 0.28% +67,314 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 6,526 shares; 2025Q1: 47,961 shares; 2025Q2: 57,267 shares; 2025Q3: 61,315 shares; 2025Q4: 74,876 shares; 2026Q1: 79,315 shares 79,315 $16.7M 0.28% +4,439 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,434 shares; 2025Q1: 12,621 shares; 2025Q2: 19,494 shares; 2025Q3: 21,616 shares; 2025Q4: 23,519 shares; 2026Q1: 23,562 shares 23,562 $16.7M 0.28% +43 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: 104,577 shares; 2024Q4: 105,664 shares; 2025Q1: 169,187 shares; 2025Q2: 192,479 shares; 2025Q3: 227,552 shares; 2025Q4: 277,436 shares; 2026Q1: 332,384 shares 332,384 $16.7M 0.28% +54,948 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: 22,834 shares; 2024Q4: 19,612 shares; 2025Q1: 86,472 shares; 2025Q2: 105,099 shares; 2025Q3: 122,871 shares; 2025Q4: 170,278 shares; 2026Q1: 176,167 shares 176,167 $16.4M 0.27% +5,889 Timeline JGRO 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: 3,277 shares; 2025Q3: 3,164 shares; 2025Q4: 3,118 shares; 2026Q1: 193,170 shares 193,170 $16.3M 0.27% +190,052 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: not reported; 2025Q2: 137,174 shares; 2025Q3: 223,613 shares; 2025Q4: 255,781 shares; 2026Q1: 318,685 shares 318,685 $16M 0.26% +62,904 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: 97,929 shares; 2024Q4: 95,299 shares; 2025Q1: 151,057 shares; 2025Q2: 156,398 shares; 2025Q3: 173,601 shares; 2025Q4: 201,797 shares; 2026Q1: 209,500 shares 209,500 $15.9M 0.26% +7,703 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: 33,975 shares; 2024Q4: 33,866 shares; 2025Q1: 38,045 shares; 2025Q2: 42,008 shares; 2025Q3: 48,656 shares; 2025Q4: 68,172 shares; 2026Q1: 71,885 shares 71,885 $15.6M 0.26% +3,713 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: 25,498 shares; 2024Q4: 20,461 shares; 2025Q1: 31,401 shares; 2025Q2: 56,161 shares; 2025Q3: 59,742 shares; 2025Q4: 78,128 shares; 2026Q1: 80,912 shares 80,912 $15.6M 0.26% +2,784 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730,434 shares 730,434 $15.3M 0.25% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 10,923 shares; 2025Q1: 32,294 shares; 2025Q2: 34,380 shares; 2025Q3: 41,217 shares; 2025Q4: 42,709 shares; 2026Q1: 43,804 shares 43,804 $14.8M 0.24% +1,095 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,983 shares; 2024Q4: 23,510 shares; 2025Q1: 45,750 shares; 2025Q2: 48,051 shares; 2025Q3: 45,883 shares; 2025Q4: 46,620 shares; 2026Q1: 103,457 shares 103,457 $14.4M 0.24% +56,837 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: 17,736 shares; 2024Q4: 20,062 shares; 2025Q1: 22,270 shares; 2025Q2: 23,662 shares; 2025Q3: 27,309 shares; 2025Q4: 33,265 shares; 2026Q1: 38,553 shares 38,553 $14.3M 0.24% +5,288 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,983 shares; 2024Q4: 122,795 shares; 2025Q1: 136,689 shares; 2025Q2: 157,117 shares; 2025Q3: 180,284 shares; 2025Q4: 208,404 shares; 2026Q1: 415,315 shares 415,315 $14M 0.23% +206,911 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,917 shares; 2026Q1: 276,840 shares 276,840 $13.9M 0.23% +195,923 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428,995 shares 428,995 $13.8M 0.23% new 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: 8,085 shares; 2024Q4: 8,240 shares; 2025Q1: 13,080 shares; 2025Q2: 24,149 shares; 2025Q3: 26,466 shares; 2025Q4: 72,778 shares; 2026Q1: 63,632 shares 63,632 $13.7M 0.23% -9,146 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 6,000 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 141,935 shares; 2026Q1: 146,271 shares 146,271 $13.6M 0.22% +4,336 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471,663 shares; 2025Q2: 524,281 shares; 2025Q3: 581,016 shares; 2025Q4: 628,652 shares; 2026Q1: 779,151 shares 779,151 $13.5M 0.22% +150,499 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: 134,285 shares; 2024Q4: 133,751 shares; 2025Q1: 156,526 shares; 2025Q2: 155,517 shares; 2025Q3: 143,612 shares; 2025Q4: 252,955 shares; 2026Q1: 191,845 shares 191,845 $13.5M 0.22% -61,110 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,122 shares; 2024Q4: 45,975 shares; 2025Q1: 194,651 shares; 2025Q2: 185,123 shares; 2025Q3: 205,101 shares; 2025Q4: 192,178 shares; 2026Q1: 211,410 shares 211,410 $13.2M 0.22% +19,232 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 10,939 shares; 2025Q1: 24,846 shares; 2025Q2: 29,769 shares; 2025Q3: 101,327 shares; 2025Q4: 96,032 shares; 2026Q1: 92,014 shares 92,014 $13.1M 0.22% -4,018 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,183 shares; 2024Q4: 216,090 shares; 2025Q1: 223,991 shares; 2025Q2: 232,882 shares; 2025Q3: 241,011 shares; 2025Q4: 255,476 shares; 2026Q1: 278,865 shares 278,865 $13M 0.22% +23,389 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,658 shares; 2024Q4: 188,598 shares; 2025Q1: 76,558 shares; 2025Q2: 85,621 shares; 2025Q3: 100,553 shares; 2025Q4: 162,612 shares; 2026Q1: 168,486 shares 168,486 $13M 0.21% +5,874 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: 29,461 shares; 2024Q4: 29,193 shares; 2025Q1: 41,144 shares; 2025Q2: 43,162 shares; 2025Q3: 35,855 shares; 2025Q4: 39,664 shares; 2026Q1: 59,015 shares 59,015 $12.9M 0.21% +19,351 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: 22,336 shares; 2024Q4: 24,782 shares; 2025Q1: 37,662 shares; 2025Q2: 38,989 shares; 2025Q3: 48,367 shares; 2025Q4: 92,086 shares; 2026Q1: 217,518 shares 217,518 $12.7M 0.21% +125,432 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 29,041 shares; 2025Q1: 52,566 shares; 2025Q2: 59,246 shares; 2025Q3: 64,510 shares; 2025Q4: 83,800 shares; 2026Q1: 97,161 shares 97,161 $12.5M 0.21% +13,361 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: 112,464 shares; 2024Q4: 109,384 shares; 2025Q1: 123,242 shares; 2025Q2: 177,269 shares; 2025Q3: 192,747 shares; 2025Q4: 222,038 shares; 2026Q1: 256,449 shares 256,449 $12.5M 0.21% +34,411 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 14,533 shares; 2025Q1: 16,154 shares; 2025Q2: 17,477 shares; 2025Q3: 19,050 shares; 2025Q4: 20,736 shares; 2026Q1: 26,980 shares 26,980 $12.4M 0.21% +6,244 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: 27,655 shares; 2024Q4: 29,023 shares; 2025Q1: 43,759 shares; 2025Q2: 94,345 shares; 2025Q3: 91,109 shares; 2025Q4: 101,994 shares; 2026Q1: 108,025 shares 108,025 $12.3M 0.2% +6,031 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 9,723 shares; 2025Q1: 15,910 shares; 2025Q2: 18,420 shares; 2025Q3: 19,706 shares; 2025Q4: 20,323 shares; 2026Q1: 20,261 shares 20,261 $12.2M 0.2% -62 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: 88,700 shares; 2024Q4: 93,819 shares; 2025Q1: 118,118 shares; 2025Q2: 137,252 shares; 2025Q3: 93,081 shares; 2025Q4: 200,993 shares; 2026Q1: 197,344 shares 197,344 $12.1M 0.2% -3,649 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: 18,735 shares; 2024Q4: 17,986 shares; 2025Q1: 25,470 shares; 2025Q2: 26,285 shares; 2025Q3: 31,803 shares; 2025Q4: 37,710 shares; 2026Q1: 49,253 shares 49,253 $11.9M 0.2% +11,543 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: 69,220 shares; 2024Q4: 64,924 shares; 2025Q1: 71,135 shares; 2025Q2: 77,679 shares; 2025Q3: 96,349 shares; 2025Q4: 157,268 shares; 2026Q1: 131,630 shares 131,630 $11.9M 0.2% -25,638 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: 9,451 shares; 2024Q4: 17,304 shares; 2025Q1: 165,229 shares; 2025Q2: 190,232 shares; 2025Q3: 198,150 shares; 2025Q4: 201,441 shares; 2026Q1: 202,018 shares 202,018 $11.8M 0.2% +577 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares; 2025Q4: 83,919 shares; 2026Q1: 277,821 shares 277,821 $11.8M 0.2% +193,902 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: 82,176 shares; 2024Q4: 82,334 shares; 2025Q1: 97,269 shares; 2025Q2: 144,362 shares; 2025Q3: 145,697 shares; 2025Q4: 154,997 shares; 2026Q1: 178,722 shares 178,722 $11.8M 0.2% +23,725 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: 50,435 shares; 2024Q4: 50,791 shares; 2025Q1: 84,994 shares; 2025Q2: 86,774 shares; 2025Q3: 115,972 shares; 2025Q4: 226,954 shares; 2026Q1: 217,066 shares 217,066 $11.7M 0.19% -9,888 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: 14,139 shares; 2024Q4: 18,883 shares; 2025Q1: 71,931 shares; 2025Q2: 79,689 shares; 2025Q3: 81,780 shares; 2025Q4: 111,549 shares; 2026Q1: 157,669 shares 157,669 $11.7M 0.19% +46,120 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,205 shares; 2024Q4: 12,613 shares; 2025Q1: 22,816 shares; 2025Q2: 29,227 shares; 2025Q3: 34,876 shares; 2025Q4: 39,035 shares; 2026Q1: 40,686 shares 40,686 $11.7M 0.19% +1,651 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 157,336 shares 157,336 $11.6M 0.19% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,431 shares; 2024Q4: 86,351 shares; 2025Q1: 282,193 shares; 2025Q2: 286,486 shares; 2025Q3: 293,770 shares; 2025Q4: 295,291 shares; 2026Q1: 466,253 shares 466,253 $11.5M 0.19% +170,962 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: 168,591 shares; 2024Q4: 163,190 shares; 2025Q1: 173,760 shares; 2025Q2: 198,651 shares; 2025Q3: 216,607 shares; 2025Q4: 380,670 shares; 2026Q1: 410,747 shares 410,747 $11.5M 0.19% +30,077 Timeline NEOS ENHANCED INCOME CREDIT… NEOS ENHANCED INCOME CREDIT SELEC… More: the full row for NEOS ENHANCED INCOME CREDIT SELECT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,710 shares; 2026Q1: 231,007 shares 231,007 $11.4M 0.19% +297 AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,535 shares; 2025Q1: 57,629 shares; 2025Q2: 65,159 shares; 2025Q3: 67,600 shares; 2025Q4: 69,808 shares; 2026Q1: 102,512 shares 102,512 $11.4M 0.19% +32,704 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: 14,408 shares; 2024Q4: 17,212 shares; 2025Q1: 34,175 shares; 2025Q2: 29,053 shares; 2025Q3: 29,236 shares; 2025Q4: 56,371 shares; 2026Q1: 56,697 shares 56,697 $11.3M 0.19% +326 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,814 shares; 2025Q1: 2,826 shares; 2025Q2: 2,842 shares; 2025Q3: 2,856 shares; 2025Q4: 18,918 shares; 2026Q1: 126,091 shares 126,091 $11.3M 0.19% +107,173 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: 33,939 shares; 2024Q4: 39,153 shares; 2025Q1: 62,975 shares; 2025Q2: 69,466 shares; 2025Q3: 69,557 shares; 2025Q4: 75,067 shares; 2026Q1: 76,733 shares 76,733 $11.2M 0.19% +1,666 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,532 shares; 2025Q1: 47,073 shares; 2025Q2: 48,134 shares; 2025Q3: 49,021 shares; 2025Q4: 49,625 shares; 2026Q1: 106,142 shares 106,142 $11.1M 0.18% +56,517 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: 13,849 shares; 2024Q4: 12,024 shares; 2025Q1: 22,217 shares; 2025Q2: 23,563 shares; 2025Q3: 27,162 shares; 2025Q4: 32,839 shares; 2026Q1: 35,295 shares 35,295 $11M 0.18% +2,456 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: 35,577 shares; 2024Q4: 31,107 shares; 2025Q1: 34,911 shares; 2025Q2: 46,018 shares; 2025Q3: 47,506 shares; 2025Q4: 109,628 shares; 2026Q1: 112,924 shares 112,924 $11M 0.18% +3,296 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 11,011 shares; 2025Q1: 14,017 shares; 2025Q2: 15,209 shares; 2025Q3: 15,278 shares; 2025Q4: 19,498 shares; 2026Q1: 21,916 shares 21,916 $11M 0.18% +2,418 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 7,658 shares; 2025Q1: 36,542 shares; 2025Q2: 39,893 shares; 2025Q3: 50,174 shares; 2025Q4: 59,844 shares; 2026Q1: 67,475 shares 67,475 $10.8M 0.18% +7,631 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $10.8M 0.18% 0 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: not reported; 2025Q1: not reported; 2025Q2: 8,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283,914 shares 283,914 $10.8M 0.18% new 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: 7,605 shares; 2024Q4: 3,768 shares; 2025Q1: 3,816 shares; 2025Q2: 13,699 shares; 2025Q3: 128,012 shares; 2025Q4: 104,705 shares; 2026Q1: 105,789 shares 105,789 $10.6M 0.18% +1,084 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,767 shares; 2025Q1: 6,234 shares; 2025Q2: 8,691 shares; 2025Q3: 9,575 shares; 2025Q4: 10,969 shares; 2026Q1: 12,524 shares 12,524 $10.6M 0.18% +1,555 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,574 shares; 2024Q4: 111,827 shares; 2025Q1: 109,145 shares; 2025Q2: 115,902 shares; 2025Q3: 124,771 shares; 2025Q4: 124,313 shares; 2026Q1: 224,953 shares 224,953 $10.6M 0.17% +100,640 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: 60,725 shares; 2024Q4: 64,624 shares; 2025Q1: 78,377 shares; 2025Q2: 93,693 shares; 2025Q3: 102,936 shares; 2025Q4: 110,970 shares; 2026Q1: 119,305 shares 119,305 $10.3M 0.17% +8,335 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 2,674 shares; 2025Q1: 5,502 shares; 2025Q2: 5,889 shares; 2025Q3: 31,590 shares; 2025Q4: 39,789 shares; 2026Q1: 42,524 shares 42,524 $10.3M 0.17% +2,735 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,094 shares; 2025Q2: 112,900 shares; 2025Q3: 122,153 shares; 2025Q4: 131,599 shares; 2026Q1: 136,587 shares 136,587 $10.3M 0.17% +4,988 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: 59,612 shares; 2024Q4: 65,425 shares; 2025Q1: 89,309 shares; 2025Q2: 91,637 shares; 2025Q3: 89,792 shares; 2025Q4: 106,015 shares; 2026Q1: 220,994 shares 220,994 $10.2M 0.17% +114,979 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: 37,781 shares; 2024Q4: 35,377 shares; 2025Q1: 101,175 shares; 2025Q2: 111,943 shares; 2025Q3: 132,422 shares; 2025Q4: 145,197 shares; 2026Q1: 145,191 shares 145,191 $10.1M 0.17% -6 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: 81,357 shares; 2024Q4: 81,089 shares; 2025Q1: 157,749 shares; 2025Q2: 292,264 shares; 2025Q3: 302,144 shares; 2025Q4: 310,180 shares; 2026Q1: 301,894 shares 301,894 $10.1M 0.17% -8,286 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: 24,749 shares; 2024Q4: 24,622 shares; 2025Q1: 26,726 shares; 2025Q2: 42,393 shares; 2025Q3: 48,305 shares; 2025Q4: 52,935 shares; 2026Q1: 60,787 shares 60,787 $10.1M 0.17% +7,852 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,708 shares; 2024Q4: 17,621 shares; 2025Q1: 21,937 shares; 2025Q2: 24,885 shares; 2025Q3: 27,495 shares; 2025Q4: 39,522 shares; 2026Q1: 49,152 shares 49,152 $10M 0.17% +9,630 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: 19,521 shares; 2024Q4: 16,653 shares; 2025Q1: 18,862 shares; 2025Q2: 21,847 shares; 2025Q3: 40,665 shares; 2025Q4: 127,643 shares; 2026Q1: 435,812 shares 435,812 $9.98M 0.17% +308,169 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,072 shares; 2024Q4: 242,613 shares; 2025Q1: 215,254 shares; 2025Q2: 220,814 shares; 2025Q3: 236,975 shares; 2025Q4: 278,270 shares; 2026Q1: 269,074 shares 269,074 $9.89M 0.16% -9,196 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 32,007 shares; 2025Q1: 74,760 shares; 2025Q2: 78,900 shares; 2025Q3: 108,599 shares; 2025Q4: 147,261 shares; 2026Q1: 136,389 shares 136,389 $9.81M 0.16% -10,872 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 16,593 shares; 2025Q2: 18,915 shares; 2025Q3: 19,486 shares; 2025Q4: 19,638 shares; 2026Q1: 17,835 shares 17,835 $9.79M 0.16% -1,803 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 268,907 shares; 2026Q1: 346,731 shares 346,731 $9.72M 0.16% +77,824 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: 14,687 shares; 2024Q4: 15,635 shares; 2025Q1: 27,314 shares; 2025Q2: 45,626 shares; 2025Q3: 92,086 shares; 2025Q4: 109,604 shares; 2026Q1: 110,018 shares 110,018 $9.7M 0.16% +414 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,622 shares; 2025Q2: 139,145 shares; 2025Q3: 149,288 shares; 2025Q4: 159,033 shares; 2026Q1: 171,141 shares 171,141 $9.63M 0.16% +12,108 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: 20,003 shares; 2024Q4: 10,552 shares; 2025Q1: 62,148 shares; 2025Q2: 78,757 shares; 2025Q3: 98,186 shares; 2025Q4: 116,566 shares; 2026Q1: 131,590 shares 131,590 $9.58M 0.16% +15,024 Timeline DOG 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: 169,209 shares; 2025Q4: not reported; 2026Q1: 391,502 shares 391,502 $9.56M 0.16% new Timeline PSQ 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: 120,810 shares; 2025Q3: 211,484 shares; 2025Q4: not reported; 2026Q1: 295,809 shares 295,809 $9.52M 0.16% new 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: 4,717 shares; 2024Q4: 52,447 shares; 2025Q1: 53,701 shares; 2025Q2: 56,705 shares; 2025Q3: 69,513 shares; 2025Q4: 77,030 shares; 2026Q1: 79,937 shares 79,937 $9.48M 0.16% +2,907 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,838 shares; 2024Q4: 42,050 shares; 2025Q1: 60,810 shares; 2025Q2: 68,948 shares; 2025Q3: 57,647 shares; 2025Q4: 59,836 shares; 2026Q1: 50,139 shares 50,139 $9.36M 0.15% -9,697 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 3,823 shares; 2025Q1: 12,134 shares; 2025Q2: 17,676 shares; 2025Q3: 21,762 shares; 2025Q4: 26,837 shares; 2026Q1: 26,574 shares 26,574 $9.35M 0.15% -263 Timeline JEMA 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: not reported; 2025Q4: not reported; 2026Q1: 178,969 shares 178,969 $9.31M 0.15% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198,412 shares; 2025Q2: 203,679 shares; 2025Q3: 224,760 shares; 2025Q4: 254,764 shares; 2026Q1: 238,477 shares 238,477 $9.29M 0.15% -16,287 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,982 shares; 2024Q4: 42,245 shares; 2025Q1: 40,274 shares; 2025Q2: 60,615 shares; 2025Q3: 71,669 shares; 2025Q4: 76,249 shares; 2026Q1: 73,308 shares 73,308 $9.26M 0.15% -2,941 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,146 shares; 2025Q1: 17,216 shares; 2025Q2: 18,212 shares; 2025Q3: 25,316 shares; 2025Q4: 41,008 shares; 2026Q1: 42,467 shares 42,467 $9.23M 0.15% +1,459 Timeline XT 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: 80,782 shares; 2025Q2: 85,960 shares; 2025Q3: 92,224 shares; 2025Q4: 99,299 shares; 2026Q1: 134,859 shares 134,859 $9.19M 0.15% +35,560 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,090 shares; 2024Q4: 75,156 shares; 2025Q1: 133,934 shares; 2025Q2: 155,155 shares; 2025Q3: 151,628 shares; 2025Q4: 151,966 shares; 2026Q1: 146,207 shares 146,207 $9.16M 0.15% -5,759 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,461 shares; 2025Q1: 4,155 shares; 2025Q2: 25,361 shares; 2025Q3: 28,563 shares; 2025Q4: 78,797 shares; 2026Q1: 77,216 shares 77,216 $9.15M 0.15% -1,581 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: 20,718 shares; 2024Q4: 21,868 shares; 2025Q1: 74,664 shares; 2025Q2: 100,118 shares; 2025Q3: 126,442 shares; 2025Q4: 130,330 shares; 2026Q1: 99,732 shares 99,732 $9.14M 0.15% -30,598 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,235 shares; 2025Q4: 158,396 shares; 2026Q1: 156,634 shares 156,634 $9.09M 0.15% -1,762 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: 161,706 shares; 2024Q4: 175,574 shares; 2025Q1: 220,869 shares; 2025Q2: 215,950 shares; 2025Q3: 199,471 shares; 2025Q4: 220,121 shares; 2026Q1: 183,032 shares 183,032 $9.04M 0.15% -37,089 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: 71,192 shares; 2024Q4: 70,925 shares; 2025Q1: 119,242 shares; 2025Q2: 144,683 shares; 2025Q3: 178,039 shares; 2025Q4: 209,460 shares; 2026Q1: 310,713 shares 310,713 $9.01M 0.15% +101,253 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,932 shares; 2024Q4: 49,197 shares; 2025Q1: 57,283 shares; 2025Q2: 72,669 shares; 2025Q3: 79,428 shares; 2025Q4: 92,896 shares; 2026Q1: 158,972 shares 158,972 $8.83M 0.15% +66,076 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 6,411 shares; 2025Q1: 9,264 shares; 2025Q2: 20,063 shares; 2025Q3: 22,294 shares; 2025Q4: 24,807 shares; 2026Q1: 30,766 shares 30,766 $8.73M 0.14% +5,959 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: 16,209 shares; 2024Q4: 17,286 shares; 2025Q1: 54,719 shares; 2025Q2: 57,716 shares; 2025Q3: 76,101 shares; 2025Q4: 89,741 shares; 2026Q1: 97,887 shares 97,887 $8.68M 0.14% +8,146 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,811 shares; 2025Q1: 1,815 shares; 2025Q2: 1,854 shares; 2025Q3: 2,033 shares; 2025Q4: 28,782 shares; 2026Q1: 55,782 shares 55,782 $8.65M 0.14% +27,000 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: 31,251 shares; 2024Q4: 29,507 shares; 2025Q1: 39,371 shares; 2025Q2: 40,868 shares; 2025Q3: 44,359 shares; 2025Q4: 55,932 shares; 2026Q1: 75,028 shares 75,028 $8.63M 0.14% +19,096 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: 11,049 shares; 2024Q4: 6,726 shares; 2025Q1: 11,601 shares; 2025Q2: 12,758 shares; 2025Q3: 14,827 shares; 2025Q4: 14,044 shares; 2026Q1: 86,786 shares 86,786 $8.62M 0.14% +72,742 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,223 shares; 2024Q4: 19,954 shares; 2025Q1: 26,059 shares; 2025Q2: 26,667 shares; 2025Q3: 38,461 shares; 2025Q4: 38,319 shares; 2026Q1: 31,688 shares 31,688 $8.57M 0.14% -6,631 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: not reported; 2025Q4: not reported; 2026Q1: 111,077 shares 111,077 $8.41M 0.14% 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: 505,380 shares; 2026Q1: 506,004 shares 506,004 $8.4M 0.14% +624 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: 44,373 shares; 2024Q4: 48,459 shares; 2025Q1: 46,574 shares; 2025Q2: 56,952 shares; 2025Q3: 75,954 shares; 2025Q4: 79,744 shares; 2026Q1: 96,257 shares 96,257 $8.34M 0.14% +16,513 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 12,781 shares; 2025Q1: 31,562 shares; 2025Q2: 34,394 shares; 2025Q3: 36,196 shares; 2025Q4: 41,256 shares; 2026Q1: 63,447 shares 63,447 $8.31M 0.14% +22,191 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261,726 shares; 2025Q2: 220,854 shares; 2025Q3: 236,763 shares; 2025Q4: 240,931 shares; 2026Q1: 173,748 shares 173,748 $8.29M 0.14% -67,183 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 10,588 shares; 2025Q1: 34,093 shares; 2025Q2: 32,584 shares; 2025Q3: 22,079 shares; 2025Q4: 25,748 shares; 2026Q1: 24,146 shares 24,146 $8.25M 0.14% -1,602 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088,510 shares 1,088,510 $8.24M 0.14% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,614 shares; 2024Q4: 27,366 shares; 2025Q1: 57,169 shares; 2025Q2: 114,833 shares; 2025Q3: 128,444 shares; 2025Q4: 152,922 shares; 2026Q1: 154,902 shares 154,902 $7.96M 0.13% +1,980 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 2,012 shares; 2025Q1: 2,482 shares; 2025Q2: 6,327 shares; 2025Q3: 8,181 shares; 2025Q4: 8,762 shares; 2026Q1: 9,109 shares 9,109 $7.95M 0.13% +347 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 13,126 shares; 2025Q1: 15,577 shares; 2025Q2: 19,887 shares; 2025Q3: 22,335 shares; 2025Q4: 25,209 shares; 2026Q1: 27,369 shares 27,369 $7.95M 0.13% +2,160 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,366 shares 273,366 $7.83M 0.13% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,127 shares; 2025Q1: 3,662 shares; 2025Q2: 5,478 shares; 2025Q3: 7,106 shares; 2025Q4: 7,902 shares; 2026Q1: 8,132 shares 8,132 $7.82M 0.13% +230 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 29,304 shares; 2025Q1: 29,686 shares; 2025Q2: 32,282 shares; 2025Q3: 34,326 shares; 2025Q4: 37,622 shares; 2026Q1: 39,238 shares 39,238 $7.69M 0.13% +1,616 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,028 shares; 2024Q4: 147,684 shares; 2025Q1: 166,494 shares; 2025Q2: 113,695 shares; 2025Q3: 139,635 shares; 2025Q4: 169,312 shares; 2026Q1: 151,658 shares 151,658 $7.69M 0.13% -17,654 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: 13,080 shares; 2024Q4: 12,407 shares; 2025Q1: 10,949 shares; 2025Q2: 10,855 shares; 2025Q3: 10,472 shares; 2025Q4: 10,453 shares; 2026Q1: 287,970 shares 287,970 $7.66M 0.13% +277,517 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,206 shares; 2024Q4: 72,147 shares; 2025Q1: 93,320 shares; 2025Q2: 192,423 shares; 2025Q3: 182,010 shares; 2025Q4: 189,887 shares; 2026Q1: 262,816 shares 262,816 $7.66M 0.13% +72,929 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,829 shares; 2024Q4: 48,900 shares; 2025Q1: 30,188 shares; 2025Q2: 42,855 shares; 2025Q3: 41,035 shares; 2025Q4: 43,160 shares; 2026Q1: 41,439 shares 41,439 $7.55M 0.12% -1,721 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 102,701 shares 102,701 $7.55M 0.12% new 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: 29,009 shares; 2024Q4: 34,215 shares; 2025Q1: 68,769 shares; 2025Q2: 136,579 shares; 2025Q3: 274,015 shares; 2025Q4: 336,288 shares; 2026Q1: 323,437 shares 323,437 $7.54M 0.12% -12,851 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: 33,289 shares; 2024Q4: 26,116 shares; 2025Q1: not reported; 2025Q2: 98,144 shares; 2025Q3: 86,955 shares; 2025Q4: 74,720 shares; 2026Q1: 69,607 shares 69,607 $7.53M 0.12% -5,113 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,179 shares; 2025Q2: 13,656 shares; 2025Q3: 13,514 shares; 2025Q4: 55,822 shares; 2026Q1: 56,397 shares 56,397 $7.47M 0.12% +575 Timeline PRF 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: 44,020 shares; 2024Q4: 41,205 shares; 2025Q1: 37,378 shares; 2025Q2: 32,513 shares; 2025Q3: 34,188 shares; 2025Q4: 33,146 shares; 2026Q1: 156,793 shares 156,793 $7.45M 0.12% +123,647 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 5,568 shares; 2025Q1: 15,655 shares; 2025Q2: 24,324 shares; 2025Q3: 30,215 shares; 2025Q4: 32,818 shares; 2026Q1: 32,790 shares 32,790 $7.41M 0.12% -28 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 8,243 shares; 2025Q1: 8,612 shares; 2025Q2: 11,557 shares; 2025Q3: 19,747 shares; 2025Q4: 33,896 shares; 2026Q1: 31,661 shares 31,661 $7.41M 0.12% -2,235 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: not reported; 2025Q2: not reported; 2025Q3: 15,828 shares; 2025Q4: 27,099 shares; 2026Q1: 282,247 shares 282,247 $7.39M 0.12% +255,148 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: 25,040 shares; 2024Q4: 20,153 shares; 2025Q1: 17,637 shares; 2025Q2: 17,476 shares; 2025Q3: 16,092 shares; 2025Q4: 100,344 shares; 2026Q1: 294,700 shares 294,700 $7.38M 0.12% +194,356 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 17,568 shares; 2025Q1: 35,575 shares; 2025Q2: 39,932 shares; 2025Q3: 39,599 shares; 2025Q4: 42,451 shares; 2026Q1: 50,149 shares 50,149 $7.38M 0.12% +7,698 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 94,914 shares 94,914 $7.37M 0.12% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,024 shares; 2024Q4: 52,362 shares; 2025Q1: 83,248 shares; 2025Q2: 107,306 shares; 2025Q3: 110,709 shares; 2025Q4: 118,115 shares; 2026Q1: 144,030 shares 144,030 $7.25M 0.12% +25,915 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,229 shares; 2025Q1: 9,836 shares; 2025Q2: 86,042 shares; 2025Q3: 95,291 shares; 2025Q4: 94,542 shares; 2026Q1: 94,526 shares 94,526 $7.19M 0.12% -16 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: 58,805 shares; 2024Q4: 66,412 shares; 2025Q1: 71,491 shares; 2025Q2: 73,948 shares; 2025Q3: 82,025 shares; 2025Q4: 90,734 shares; 2026Q1: 100,774 shares 100,774 $7.13M 0.12% +10,040 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,121 shares; 2024Q4: 14,704 shares; 2025Q1: 26,952 shares; 2025Q2: 41,380 shares; 2025Q3: 39,522 shares; 2025Q4: 42,519 shares; 2026Q1: 43,419 shares 43,419 $7.13M 0.12% +900 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: 54,668 shares; 2024Q4: 54,867 shares; 2025Q1: 90,914 shares; 2025Q2: 120,873 shares; 2025Q3: 132,558 shares; 2025Q4: 129,580 shares; 2026Q1: 156,153 shares 156,153 $7.06M 0.12% +26,573 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,104 shares; 2025Q1: 7,177 shares; 2025Q2: 7,442 shares; 2025Q3: 7,583 shares; 2025Q4: 61,362 shares; 2026Q1: 69,863 shares 69,863 $7.03M 0.12% +8,501 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,244 shares; 2025Q3: 46,058 shares; 2025Q4: 51,328 shares; 2026Q1: 55,429 shares 55,429 $7.02M 0.12% +4,101 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: 14,766 shares; 2024Q4: 22,257 shares; 2025Q1: 40,439 shares; 2025Q2: 41,279 shares; 2025Q3: 49,138 shares; 2025Q4: 51,775 shares; 2026Q1: 52,958 shares 52,958 $6.99M 0.12% +1,183 Timeline FMAG 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: 106,155 shares; 2024Q4: not reported; 2025Q1: 135,332 shares; 2025Q2: 142,452 shares; 2025Q3: 161,201 shares; 2025Q4: 193,151 shares; 2026Q1: 220,450 shares 220,450 $6.97M 0.12% +27,299 Timeline RPV 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: 86,170 shares; 2024Q4: 83,487 shares; 2025Q1: 76,629 shares; 2025Q2: 71,617 shares; 2025Q3: 75,917 shares; 2025Q4: 62,178 shares; 2026Q1: 63,665 shares 63,665 $6.84M 0.11% +1,487 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: 41,623 shares; 2024Q4: 43,783 shares; 2025Q1: 36,428 shares; 2025Q2: 21,091 shares; 2025Q3: 22,630 shares; 2025Q4: 47,338 shares; 2026Q1: 27,483 shares 27,483 $6.82M 0.11% -19,855 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,276 shares; 2025Q1: 16,332 shares; 2025Q2: 17,310 shares; 2025Q3: 17,805 shares; 2025Q4: 20,372 shares; 2026Q1: 42,037 shares 42,037 $6.8M 0.11% +21,665 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,690 shares; 2024Q4: 25,671 shares; 2025Q1: 27,469 shares; 2025Q2: 36,461 shares; 2025Q3: 38,701 shares; 2025Q4: 42,333 shares; 2026Q1: 42,288 shares 42,288 $6.75M 0.11% -45 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,069 shares; 2026Q1: 279,432 shares 279,432 $6.71M 0.11% +180,363 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 9,719 shares; 2025Q1: 15,350 shares; 2025Q2: 19,431 shares; 2025Q3: 22,283 shares; 2025Q4: 22,023 shares; 2026Q1: 24,760 shares 24,760 $6.7M 0.11% +2,737 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 8,131 shares; 2025Q1: 9,377 shares; 2025Q2: 12,118 shares; 2025Q3: 11,779 shares; 2025Q4: 20,133 shares; 2026Q1: 14,440 shares 14,440 $6.69M 0.11% -5,693 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,186 shares; 2024Q4: 38,729 shares; 2025Q1: 49,720 shares; 2025Q2: 53,974 shares; 2025Q3: 59,259 shares; 2025Q4: 67,998 shares; 2026Q1: 72,584 shares 72,584 $6.69M 0.11% +4,586 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,246 shares; 2026Q1: 207,872 shares 207,872 $6.56M 0.11% +110,626 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 7,544 shares; 2025Q1: 7,338 shares; 2025Q2: 11,734 shares; 2025Q3: 12,240 shares; 2025Q4: 12,291 shares; 2026Q1: 12,104 shares 12,104 $6.51M 0.11% -187 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,161 shares; 2025Q1: 14,151 shares; 2025Q2: 14,994 shares; 2025Q3: 20,217 shares; 2025Q4: 16,477 shares; 2026Q1: 33,947 shares 33,947 $6.51M 0.11% +17,470 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,872 shares; 2025Q2: 11,427 shares; 2025Q3: 12,350 shares; 2025Q4: 16,700 shares; 2026Q1: 380,364 shares 380,364 $6.51M 0.11% +363,664 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,244 shares; 2025Q2: 40,755 shares; 2025Q3: 44,874 shares; 2025Q4: 68,180 shares; 2026Q1: 103,070 shares 103,070 $6.44M 0.11% +34,890 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 6,279 shares; 2025Q1: 11,467 shares; 2025Q2: 13,777 shares; 2025Q3: 16,183 shares; 2025Q4: 20,060 shares; 2026Q1: 21,263 shares 21,263 $6.43M 0.11% +1,203 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,765 shares; 2024Q4: 11,864 shares; 2025Q1: 57,044 shares; 2025Q2: 57,782 shares; 2025Q3: 64,520 shares; 2025Q4: 68,164 shares; 2026Q1: 68,094 shares 68,094 $6.4M 0.11% -70 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 10,590 shares; 2025Q1: 21,640 shares; 2025Q2: 30,199 shares; 2025Q3: 50,147 shares; 2025Q4: 85,196 shares; 2026Q1: 122,464 shares 122,464 $6.36M 0.11% +37,268 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: 83,164 shares; 2024Q4: 84,412 shares; 2025Q1: 101,967 shares; 2025Q2: 112,380 shares; 2025Q3: 126,806 shares; 2025Q4: 141,052 shares; 2026Q1: 150,110 shares 150,110 $6.35M 0.11% +9,058 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,972 shares; 2025Q1: 6,882 shares; 2025Q2: 28,933 shares; 2025Q3: 31,383 shares; 2025Q4: 49,537 shares; 2026Q1: 84,206 shares 84,206 $6.32M 0.1% +34,669 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 9,931 shares; 2025Q1: 10,819 shares; 2025Q2: 12,291 shares; 2025Q3: 13,449 shares; 2025Q4: 15,113 shares; 2026Q1: 16,193 shares 16,193 $6.32M 0.1% +1,080 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,529 shares; 2024Q4: 17,055 shares; 2025Q1: 20,223 shares; 2025Q2: 25,266 shares; 2025Q3: 24,645 shares; 2025Q4: 43,775 shares; 2026Q1: 42,854 shares 42,854 $6.25M 0.1% -921 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 3,542 shares; 2025Q1: 7,591 shares; 2025Q2: 9,408 shares; 2025Q3: 10,214 shares; 2025Q4: 10,802 shares; 2026Q1: 11,031 shares 11,031 $6.21M 0.1% +229 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: 10,951 shares; 2024Q4: 10,987 shares; 2025Q1: 16,750 shares; 2025Q2: 17,289 shares; 2025Q3: 18,046 shares; 2025Q4: 17,957 shares; 2026Q1: 104,389 shares 104,389 $6.18M 0.1% +86,432 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 927 shares; 2025Q1: 2,874 shares; 2025Q2: 5,386 shares; 2025Q3: 7,467 shares; 2025Q4: 8,360 shares; 2026Q1: 12,238 shares 12,238 $6.02M 0.1% +3,878 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,663 shares; 2024Q4: 54,558 shares; 2025Q1: 62,026 shares; 2025Q2: 68,760 shares; 2025Q3: 67,516 shares; 2025Q4: 107,379 shares; 2026Q1: 108,026 shares 108,026 $5.96M 0.1% +647 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: 3,520 shares; 2024Q4: 3,414 shares; 2025Q1: 8,252 shares; 2025Q2: 9,165 shares; 2025Q3: 9,949 shares; 2025Q4: 10,193 shares; 2026Q1: 60,056 shares 60,056 $5.88M 0.1% +49,863 Timeline IUSV 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: 3,827 shares; 2025Q2: 3,903 shares; 2025Q3: 4,084 shares; 2025Q4: 50,570 shares; 2026Q1: 57,409 shares 57,409 $5.87M 0.1% +6,839 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: 196,309 shares; 2024Q4: 185,583 shares; 2025Q1: 195,290 shares; 2025Q2: 272,118 shares; 2025Q3: 171,675 shares; 2025Q4: 149,059 shares; 2026Q1: 85,442 shares 85,442 $5.82M 0.1% -63,617 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: 9,049 shares; 2024Q4: 11,433 shares; 2025Q1: 10,363 shares; 2025Q2: 13,640 shares; 2025Q3: 13,370 shares; 2025Q4: 27,050 shares; 2026Q1: 60,921 shares 60,921 $5.81M 0.1% +33,871 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: 15,365 shares; 2024Q4: 13,387 shares; 2025Q1: 22,280 shares; 2025Q2: 23,127 shares; 2025Q3: 26,145 shares; 2025Q4: 32,120 shares; 2026Q1: 37,031 shares 37,031 $5.75M 0.1% +4,911 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,221 shares; 2025Q1: 2,065 shares; 2025Q2: 3,312 shares; 2025Q3: 3,200 shares; 2025Q4: not reported; 2026Q1: 55,442 shares 55,442 $5.73M 0.09% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,712 shares 157,712 $5.7M 0.09% new 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: 12,039 shares; 2025Q1: 95,275 shares; 2025Q2: 109,122 shares; 2025Q3: 111,281 shares; 2025Q4: 46,153 shares; 2026Q1: 46,442 shares 46,442 $5.7M 0.09% +289 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 8,821 shares; 2025Q1: 19,774 shares; 2025Q2: 20,867 shares; 2025Q3: 22,106 shares; 2025Q4: 22,889 shares; 2026Q1: 23,894 shares 23,894 $5.65M 0.09% +1,005 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 11,956 shares; 2025Q1: 29,971 shares; 2025Q2: 35,729 shares; 2025Q3: 42,468 shares; 2025Q4: 74,574 shares; 2026Q1: 83,113 shares 83,113 $5.62M 0.09% +8,539 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,269 shares; 2025Q1: 61,703 shares; 2025Q2: 66,425 shares; 2025Q3: 63,900 shares; 2025Q4: 58,778 shares; 2026Q1: 60,079 shares 60,079 $5.57M 0.09% +1,301 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 8,487 shares; 2025Q1: 26,515 shares; 2025Q2: 25,629 shares; 2025Q3: 31,654 shares; 2025Q4: 34,843 shares; 2026Q1: 36,200 shares 36,200 $5.53M 0.09% +1,357 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: 27,755 shares; 2024Q4: 50,195 shares; 2025Q1: 151,214 shares; 2025Q2: 158,950 shares; 2025Q3: 389,245 shares; 2025Q4: 476,671 shares; 2026Q1: 496,640 shares 496,640 $5.49M 0.09% +19,969 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,044 shares; 2025Q1: 1,009 shares; 2025Q2: 1,238 shares; 2025Q3: 1,363 shares; 2025Q4: 1,346 shares; 2026Q1: 1,299 shares 1,299 $5.47M 0.09% -47 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,974 shares; 2025Q3: 32,973 shares; 2025Q4: 33,440 shares; 2026Q1: 39,300 shares 39,300 $5.44M 0.09% +5,860 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,372 shares; 2025Q1: 10,440 shares; 2025Q2: 12,969 shares; 2025Q3: 16,849 shares; 2025Q4: 17,828 shares; 2026Q1: 17,203 shares 17,203 $5.4M 0.09% -625 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,986 shares; 2024Q4: 21,203 shares; 2025Q1: 25,025 shares; 2025Q2: 37,355 shares; 2025Q3: 39,891 shares; 2025Q4: 43,213 shares; 2026Q1: 20,613 shares 20,613 $5.37M 0.09% -22,600 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,855 shares 41,855 $5.33M 0.09% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,458 shares; 2024Q4: 98,693 shares; 2025Q1: 102,439 shares; 2025Q2: 87,366 shares; 2025Q3: 100,380 shares; 2025Q4: 65,182 shares; 2026Q1: 57,304 shares 57,304 $5.32M 0.09% -7,878 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 18,802 shares; 2025Q1: 18,127 shares; 2025Q2: 14,180 shares; 2025Q3: 16,251 shares; 2025Q4: 34,984 shares; 2026Q1: 36,094 shares 36,094 $5.22M 0.09% +1,110 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 14,878 shares; 2025Q1: 15,534 shares; 2025Q2: 16,467 shares; 2025Q3: 22,395 shares; 2025Q4: 24,305 shares; 2026Q1: 23,706 shares 23,706 $5.14M 0.08% -599 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 24,819 shares; 2025Q1: 34,221 shares; 2025Q2: 34,772 shares; 2025Q3: 36,511 shares; 2025Q4: 40,065 shares; 2026Q1: 39,138 shares 39,138 $5.13M 0.08% -927 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 20,199 shares; 2025Q1: 22,158 shares; 2025Q2: 23,722 shares; 2025Q3: 12,007 shares; 2025Q4: 15,739 shares; 2026Q1: 14,936 shares 14,936 $5.13M 0.08% -803 Timeline XLVI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,826 shares; 2026Q1: 202,935 shares 202,935 $5.1M 0.08% +19,109 Timeline JAVA 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: 34,363 shares; 2024Q4: 27,638 shares; 2025Q1: 32,635 shares; 2025Q2: 48,031 shares; 2025Q3: 54,218 shares; 2025Q4: 61,255 shares; 2026Q1: 70,372 shares 70,372 $5.05M 0.08% +9,117 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,565 shares; 2025Q1: 3,235 shares; 2025Q2: 3,938 shares; 2025Q3: 22,496 shares; 2025Q4: 23,384 shares; 2026Q1: 25,098 shares 25,098 $4.98M 0.08% +1,714 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: 28,283 shares; 2024Q4: 29,707 shares; 2025Q1: 34,223 shares; 2025Q2: 39,681 shares; 2025Q3: 44,112 shares; 2025Q4: 46,184 shares; 2026Q1: 51,507 shares 51,507 $4.96M 0.08% +5,323 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,316 shares; 2025Q1: 6,306 shares; 2025Q2: 7,378 shares; 2025Q3: 9,322 shares; 2025Q4: 17,835 shares; 2026Q1: 18,887 shares 18,887 $4.95M 0.08% +1,052 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 12,927 shares; 2025Q1: 19,254 shares; 2025Q2: 25,571 shares; 2025Q3: 27,498 shares; 2025Q4: 29,420 shares; 2026Q1: 30,206 shares 30,206 $4.89M 0.08% +786 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,452 shares; 2025Q1: 2,373 shares; 2025Q2: 12,246 shares; 2025Q3: 12,322 shares; 2025Q4: 12,470 shares; 2026Q1: 14,056 shares 14,056 $4.85M 0.08% +1,586 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,805 shares; 2025Q4: 52,254 shares; 2026Q1: 38,688 shares 38,688 $4.84M 0.08% -13,566 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,846 shares; 2025Q1: 4,138 shares; 2025Q2: 6,025 shares; 2025Q3: 6,143 shares; 2025Q4: 6,171 shares; 2026Q1: 5,556 shares 5,556 $4.81M 0.08% -615 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,464 shares; 2025Q1: 6,981 shares; 2025Q2: 6,431 shares; 2025Q3: 6,661 shares; 2025Q4: 6,166 shares; 2026Q1: 6,818 shares 6,818 $4.76M 0.08% +652 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: 23,948 shares; 2024Q4: 24,697 shares; 2025Q1: 78,592 shares; 2025Q2: 72,953 shares; 2025Q3: 79,183 shares; 2025Q4: 89,626 shares; 2026Q1: 93,630 shares 93,630 $4.76M 0.08% +4,004 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,240 shares; 2024Q4: 211,001 shares; 2025Q1: 31,454 shares; 2025Q2: 25,490 shares; 2025Q3: 24,481 shares; 2025Q4: 24,480 shares; 2026Q1: 97,740 shares 97,740 $4.74M 0.08% +73,260 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,771 shares; 2025Q1: 15,993 shares; 2025Q2: 16,952 shares; 2025Q3: 21,499 shares; 2025Q4: 28,414 shares; 2026Q1: 47,725 shares 47,725 $4.73M 0.08% +19,311 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: 27,704 shares; 2024Q4: 43,794 shares; 2025Q1: 86,849 shares; 2025Q2: 181,119 shares; 2025Q3: 204,293 shares; 2025Q4: 121,774 shares; 2026Q1: 122,751 shares 122,751 $4.72M 0.08% +977 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,237 shares; 2024Q4: 41,298 shares; 2025Q1: 70,479 shares; 2025Q2: 74,201 shares; 2025Q3: 74,386 shares; 2025Q4: 70,039 shares; 2026Q1: 64,822 shares 64,822 $4.7M 0.08% -5,217 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,829 shares; 2025Q3: 16,672 shares; 2025Q4: 18,507 shares; 2026Q1: 18,719 shares 18,719 $4.68M 0.08% +212 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: 15,651 shares; 2024Q4: 11,902 shares; 2025Q1: 23,070 shares; 2025Q2: 27,753 shares; 2025Q3: 32,346 shares; 2025Q4: 48,799 shares; 2026Q1: 45,505 shares 45,505 $4.67M 0.08% -3,294 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: not reported; 2024Q4: not reported; 2025Q1: 101,521 shares; 2025Q2: 99,103 shares; 2025Q3: 101,096 shares; 2025Q4: 104,477 shares; 2026Q1: 104,147 shares 104,147 $4.65M 0.08% -330 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 8,438 shares; 2025Q2: 8,546 shares; 2025Q3: 12,709 shares; 2025Q4: 14,884 shares; 2026Q1: 15,211 shares 15,211 $4.63M 0.08% +327 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 607 shares; 2025Q1: 5,843 shares; 2025Q2: 6,082 shares; 2025Q3: 6,536 shares; 2025Q4: 6,372 shares; 2026Q1: 6,258 shares 6,258 $4.56M 0.08% -114 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,050 shares; 2025Q1: 6,984 shares; 2025Q2: 6,173 shares; 2025Q3: 6,791 shares; 2025Q4: 37,120 shares; 2026Q1: 43,412 shares 43,412 $4.54M 0.08% +6,292 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,120 shares; 2025Q1: 7,418 shares; 2025Q2: 7,997 shares; 2025Q3: 10,310 shares; 2025Q4: 20,566 shares; 2026Q1: 19,629 shares 19,629 $4.51M 0.07% -937 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: 22,368 shares; 2024Q4: 17,473 shares; 2025Q1: 27,692 shares; 2025Q2: 29,113 shares; 2025Q3: 32,630 shares; 2025Q4: 30,664 shares; 2026Q1: 45,843 shares 45,843 $4.51M 0.07% +15,179 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,046 shares; 2026Q1: 91,731 shares 91,731 $4.49M 0.07% +19,685 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: 13,645 shares; 2024Q4: 13,646 shares; 2025Q1: 17,089 shares; 2025Q2: 17,876 shares; 2025Q3: 21,022 shares; 2025Q4: 25,156 shares; 2026Q1: 92,653 shares 92,653 $4.48M 0.07% +67,497 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 96,464 shares; 2025Q3: 105,947 shares; 2025Q4: 114,859 shares; 2026Q1: 119,473 shares 119,473 $4.46M 0.07% +4,614 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,314 shares; 2025Q1: 1,186 shares; 2025Q2: 1,159 shares; 2025Q3: 3,200 shares; 2025Q4: 4,219 shares; 2026Q1: 4,977 shares 4,977 $4.46M 0.07% +758 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,433 shares; 2025Q1: 9,567 shares; 2025Q2: 20,593 shares; 2025Q3: 22,200 shares; 2025Q4: 26,772 shares; 2026Q1: 26,947 shares 26,947 $4.43M 0.07% +175 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 1,923 shares; 2025Q1: 2,083 shares; 2025Q2: 1,588 shares; 2025Q3: 1,437 shares; 2025Q4: 1,435 shares; 2026Q1: 11,117 shares 11,117 $4.42M 0.07% +9,682 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: 19,801 shares; 2024Q4: 22,111 shares; 2025Q1: 24,723 shares; 2025Q2: 26,399 shares; 2025Q3: 43,622 shares; 2025Q4: 51,611 shares; 2026Q1: 54,947 shares 54,947 $4.37M 0.07% +3,336 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 5,130 shares; 2025Q1: 5,915 shares; 2025Q2: 5,961 shares; 2025Q3: 8,322 shares; 2025Q4: 23,366 shares; 2026Q1: 23,060 shares 23,060 $4.37M 0.07% -306 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,853 shares; 2024Q4: 28,731 shares; 2025Q1: 29,728 shares; 2025Q2: 29,524 shares; 2025Q3: 30,630 shares; 2025Q4: 31,950 shares; 2026Q1: 32,022 shares 32,022 $4.35M 0.07% +72 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 12,960 shares; 2025Q1: 12,304 shares; 2025Q2: 12,814 shares; 2025Q3: 14,154 shares; 2025Q4: 522,374 shares; 2026Q1: 619,163 shares 619,163 $4.3M 0.07% +96,789 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: 91,947 shares; 2024Q4: 104,112 shares; 2025Q1: 134,813 shares; 2025Q2: 56,167 shares; 2025Q3: 56,682 shares; 2025Q4: 84,624 shares; 2026Q1: 81,995 shares 81,995 $4.26M 0.07% -2,629 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,812 shares; 2025Q1: 16,384 shares; 2025Q2: 21,604 shares; 2025Q3: 24,938 shares; 2025Q4: 20,808 shares; 2026Q1: 17,506 shares 17,506 $4.26M 0.07% -3,302 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: 7,733 shares; 2024Q4: 7,657 shares; 2025Q1: 34,873 shares; 2025Q2: 26,793 shares; 2025Q3: 26,127 shares; 2025Q4: 24,364 shares; 2026Q1: 23,356 shares 23,356 $4.25M 0.07% -1,008 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,533 shares 21,533 $4.25M 0.07% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 22,403 shares; 2025Q1: 47,813 shares; 2025Q2: 45,131 shares; 2025Q3: 46,592 shares; 2025Q4: 58,709 shares; 2026Q1: 79,352 shares 79,352 $4.19M 0.07% +20,643 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,645 shares; 2025Q1: 6,289 shares; 2025Q2: 13,284 shares; 2025Q3: 19,434 shares; 2025Q4: 23,600 shares; 2026Q1: 24,157 shares 24,157 $4.18M 0.07% +557 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS 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: 335,098 shares 335,098 $4.17M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,128 shares 162,128 $4.15M 0.07% new 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: 16,354 shares; 2024Q4: 18,058 shares; 2025Q1: 24,056 shares; 2025Q2: 26,731 shares; 2025Q3: 31,107 shares; 2025Q4: 87,165 shares; 2026Q1: 89,548 shares 89,548 $4.11M 0.07% +2,383 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 13,266 shares; 2025Q1: 20,062 shares; 2025Q2: 20,283 shares; 2025Q3: 19,721 shares; 2025Q4: 19,935 shares; 2026Q1: 19,751 shares 19,751 $4.11M 0.07% -184 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,359 shares; 2024Q4: 44,970 shares; 2025Q1: 55,275 shares; 2025Q2: 53,885 shares; 2025Q3: 56,976 shares; 2025Q4: 58,910 shares; 2026Q1: 59,828 shares 59,828 $4.1M 0.07% +918 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: 8,188 shares; 2024Q4: 8,211 shares; 2025Q1: 9,702 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares; 2025Q4: 9,584 shares; 2026Q1: 51,684 shares 51,684 $4.09M 0.07% +42,100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,048 shares; 2024Q4: 126,549 shares; 2025Q1: 175,163 shares; 2025Q2: 190,599 shares; 2025Q3: 210,429 shares; 2025Q4: 89,908 shares; 2026Q1: 88,707 shares 88,707 $4.08M 0.07% -1,201 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,655 shares; 2025Q2: 87,332 shares; 2025Q3: 98,965 shares; 2025Q4: 122,039 shares; 2026Q1: 120,847 shares 120,847 $4.08M 0.07% -1,192 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,988 shares; 2024Q4: 27,596 shares; 2025Q1: 26,544 shares; 2025Q2: 29,218 shares; 2025Q3: 30,609 shares; 2025Q4: 28,952 shares; 2026Q1: 27,921 shares 27,921 $4.06M 0.07% -1,031 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,461 shares; 2025Q2: 34,135 shares; 2025Q3: 48,055 shares; 2025Q4: 53,732 shares; 2026Q1: 54,726 shares 54,726 $4.04M 0.07% +994 Timeline JHMM 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: 35,069 shares; 2024Q4: 35,243 shares; 2025Q1: 46,815 shares; 2025Q2: 48,786 shares; 2025Q3: 49,649 shares; 2025Q4: 51,511 shares; 2026Q1: 59,913 shares 59,913 $4.02M 0.07% +8,402 Timeline EMLP 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: 20,720 shares; 2024Q4: 20,919 shares; 2025Q1: 28,721 shares; 2025Q2: 43,685 shares; 2025Q3: 59,636 shares; 2025Q4: 57,362 shares; 2026Q1: 91,772 shares 91,772 $4.01M 0.07% +34,410 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 6,204 shares; 2025Q1: 11,196 shares; 2025Q2: 14,118 shares; 2025Q3: 17,482 shares; 2025Q4: 22,971 shares; 2026Q1: 18,871 shares 18,871 $3.96M 0.07% -4,100 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,653 shares; 2025Q1: 20,389 shares; 2025Q2: 20,326 shares; 2025Q3: 24,167 shares; 2025Q4: 25,220 shares; 2026Q1: 25,432 shares 25,432 $3.96M 0.07% +212 Timeline FDEC 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: 77,524 shares; 2025Q1: 85,929 shares; 2025Q2: 73,561 shares; 2025Q3: 73,860 shares; 2025Q4: 77,145 shares; 2026Q1: 79,367 shares 79,367 $3.95M 0.07% +2,222 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,099 shares; 2025Q1: 3,456 shares; 2025Q2: 5,092 shares; 2025Q3: 7,939 shares; 2025Q4: 9,341 shares; 2026Q1: 9,273 shares 9,273 $3.94M 0.07% -68 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: 38,510 shares; 2024Q4: 39,255 shares; 2025Q1: 44,134 shares; 2025Q2: 41,754 shares; 2025Q3: 44,946 shares; 2025Q4: 49,474 shares; 2026Q1: 78,208 shares 78,208 $3.94M 0.07% +28,734 Timeline BUFT 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: 9,069 shares; 2025Q3: 59,554 shares; 2025Q4: 79,189 shares; 2026Q1: 158,415 shares 158,415 $3.93M 0.06% +79,226 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,663 shares; 2024Q4: 32,319 shares; 2025Q1: 38,468 shares; 2025Q2: 40,892 shares; 2025Q3: 44,947 shares; 2025Q4: 41,183 shares; 2026Q1: 60,427 shares 60,427 $3.93M 0.06% +19,244 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,393 shares; 2025Q2: 11,308 shares; 2025Q3: 12,464 shares; 2025Q4: 13,518 shares; 2026Q1: 10,004 shares 10,004 $3.92M 0.06% -3,514 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 10,667 shares; 2025Q1: 12,401 shares; 2025Q2: 14,125 shares; 2025Q3: 17,244 shares; 2025Q4: 20,281 shares; 2026Q1: 20,048 shares 20,048 $3.89M 0.06% -233 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,008 shares 114,008 $3.87M 0.06% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,870 shares; 2025Q1: 4,986 shares; 2025Q2: 4,947 shares; 2025Q3: 4,818 shares; 2025Q4: 6,297 shares; 2026Q1: 26,535 shares 26,535 $3.85M 0.06% +20,238 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 3,113 shares; 2025Q1: 8,100 shares; 2025Q2: 8,433 shares; 2025Q3: 10,765 shares; 2025Q4: 12,011 shares; 2026Q1: 11,982 shares 11,982 $3.81M 0.06% -29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 15,303 shares; 2025Q1: 18,425 shares; 2025Q2: 15,685 shares; 2025Q3: 27,052 shares; 2025Q4: 28,991 shares; 2026Q1: 35,907 shares 35,907 $3.81M 0.06% +6,916 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 13,201 shares; 2025Q1: 21,965 shares; 2025Q2: 28,112 shares; 2025Q3: 26,244 shares; 2025Q4: 26,598 shares; 2026Q1: 20,954 shares 20,954 $3.8M 0.06% -5,644 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 8,101 shares; 2025Q1: 12,100 shares; 2025Q2: 13,368 shares; 2025Q3: 35,582 shares; 2025Q4: 38,494 shares; 2026Q1: 39,879 shares 39,879 $3.76M 0.06% +1,385 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,228 shares; 2024Q4: 21,206 shares; 2025Q1: 28,447 shares; 2025Q2: 26,826 shares; 2025Q3: 25,524 shares; 2025Q4: 25,890 shares; 2026Q1: 29,753 shares 29,753 $3.73M 0.06% +3,863 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,462 shares; 2024Q4: 15,988 shares; 2025Q1: 37,004 shares; 2025Q2: 36,565 shares; 2025Q3: 38,251 shares; 2025Q4: 42,598 shares; 2026Q1: 39,934 shares 39,934 $3.71M 0.06% -2,664 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,958 shares; 2024Q4: 31,535 shares; 2025Q1: 40,929 shares; 2025Q2: 47,423 shares; 2025Q3: 52,948 shares; 2025Q4: 67,518 shares; 2026Q1: 70,811 shares 70,811 $3.71M 0.06% +3,293 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,025 shares; 2025Q1: 1,014 shares; 2025Q2: 1,063 shares; 2025Q3: 1,088 shares; 2025Q4: 1,075 shares; 2026Q1: 1,095 shares 1,095 $3.7M 0.06% +20 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 11,141 shares; 2025Q1: 13,939 shares; 2025Q2: 15,682 shares; 2025Q3: 21,407 shares; 2025Q4: 22,824 shares; 2026Q1: 32,802 shares 32,802 $3.68M 0.06% +9,978 Timeline HACK 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: not reported; 2024Q4: not reported; 2025Q1: 35,035 shares; 2025Q2: 33,177 shares; 2025Q3: 35,517 shares; 2025Q4: 38,500 shares; 2026Q1: 48,715 shares 48,715 $3.66M 0.06% +10,215 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,120 shares; 2024Q4: 148,083 shares; 2025Q1: 194,313 shares; 2025Q2: 794,790 shares; 2025Q3: 776,199 shares; 2025Q4: 652,018 shares; 2026Q1: 549,081 shares 549,081 $3.64M 0.06% -102,937 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,648 shares; 2025Q3: 25,019 shares; 2025Q4: 26,192 shares; 2026Q1: 26,749 shares 26,749 $3.64M 0.06% +557 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,248 shares; 2025Q2: 50,071 shares; 2025Q3: 55,645 shares; 2025Q4: 62,302 shares; 2026Q1: 106,980 shares 106,980 $3.62M 0.06% +44,678 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,150 shares; 2025Q2: 34,467 shares; 2025Q3: 39,914 shares; 2025Q4: 178,542 shares; 2026Q1: 229,767 shares 229,767 $3.62M 0.06% +51,225 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: 8,456 shares; 2024Q4: 7,403 shares; 2025Q1: 23,078 shares; 2025Q2: 38,156 shares; 2025Q3: 60,792 shares; 2025Q4: 45,574 shares; 2026Q1: 45,964 shares 45,964 $3.6M 0.06% +390 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,236 shares; 2025Q1: 16,841 shares; 2025Q2: 16,297 shares; 2025Q3: 15,602 shares; 2025Q4: 15,687 shares; 2026Q1: 14,311 shares 14,311 $3.59M 0.06% -1,376 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 13,879 shares; 2025Q1: 17,800 shares; 2025Q2: 17,607 shares; 2025Q3: 24,423 shares; 2025Q4: 28,175 shares; 2026Q1: 26,939 shares 26,939 $3.56M 0.06% -1,236 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: 27,710 shares; 2024Q4: 21,503 shares; 2025Q1: 26,276 shares; 2025Q2: 48,182 shares; 2025Q3: 57,652 shares; 2025Q4: 88,599 shares; 2026Q1: 86,678 shares 86,678 $3.56M 0.06% -1,921 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,770 shares; 2025Q2: 115,889 shares; 2025Q3: 128,286 shares; 2025Q4: 137,266 shares; 2026Q1: 134,753 shares 134,753 $3.54M 0.06% -2,513 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,791 shares; 2025Q1: 2,750 shares; 2025Q2: 4,365 shares; 2025Q3: 6,576 shares; 2025Q4: 7,039 shares; 2026Q1: 11,108 shares 11,108 $3.53M 0.06% +4,069 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 8,136 shares; 2025Q1: 10,750 shares; 2025Q2: 13,409 shares; 2025Q3: 17,129 shares; 2025Q4: 16,886 shares; 2026Q1: 16,947 shares 16,947 $3.53M 0.06% +61 Timeline KRE 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: 9,363 shares; 2024Q4: 10,695 shares; 2025Q1: 31,468 shares; 2025Q2: 56,098 shares; 2025Q3: 55,584 shares; 2025Q4: 50,511 shares; 2026Q1: 54,123 shares 54,123 $3.53M 0.06% +3,612 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,168 shares; 2024Q4: 19,802 shares; 2025Q1: 22,678 shares; 2025Q2: 22,092 shares; 2025Q3: 22,501 shares; 2025Q4: 28,147 shares; 2026Q1: 27,256 shares 27,256 $3.49M 0.06% -891 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: 9,046 shares; 2024Q4: 9,714 shares; 2025Q1: 13,578 shares; 2025Q2: 14,186 shares; 2025Q3: 14,546 shares; 2025Q4: 30,760 shares; 2026Q1: 31,669 shares 31,669 $3.45M 0.06% +909 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 2,040 shares; 2025Q3: 2,000 shares; 2025Q4: 3,251 shares; 2026Q1: 4,435 shares 4,435 $3.43M 0.06% +1,184 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,066 shares; 2024Q4: 14,907 shares; 2025Q1: 21,598 shares; 2025Q2: 41,168 shares; 2025Q3: 42,930 shares; 2025Q4: 43,118 shares; 2026Q1: 45,946 shares 45,946 $3.42M 0.06% +2,828 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,418 shares; 2025Q1: 9,237 shares; 2025Q2: 9,702 shares; 2025Q3: 19,854 shares; 2025Q4: 25,418 shares; 2026Q1: 17,235 shares 17,235 $3.41M 0.06% -8,183 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 9,290 shares; 2025Q1: 38,649 shares; 2025Q2: 48,670 shares; 2025Q3: 50,193 shares; 2025Q4: 43,147 shares; 2026Q1: 87,239 shares 87,239 $3.4M 0.06% +44,092 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 73,559 shares; 2026Q1: 81,499 shares 81,499 $3.38M 0.06% +7,940 Timeline DNOW DNOW INC More: the full row for DNOW 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: 266,327 shares; 2026Q1: 282,758 shares 282,758 $3.37M 0.06% +16,431 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,031 shares; 2025Q1: 9,138 shares; 2025Q2: 8,800 shares; 2025Q3: 9,885 shares; 2025Q4: 11,393 shares; 2026Q1: 12,612 shares 12,612 $3.36M 0.06% +1,219 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: 94,055 shares; 2024Q4: 77,671 shares; 2025Q1: 73,802 shares; 2025Q2: 79,275 shares; 2025Q3: 76,243 shares; 2025Q4: 86,496 shares; 2026Q1: 110,844 shares 110,844 $3.36M 0.06% +24,348 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,291 shares; 2024Q4: 19,999 shares; 2025Q1: 33,672 shares; 2025Q2: 40,653 shares; 2025Q3: 49,752 shares; 2025Q4: 76,345 shares; 2026Q1: 79,048 shares 79,048 $3.35M 0.06% +2,703 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: 46,591 shares; 2024Q4: 53,677 shares; 2025Q1: 74,376 shares; 2025Q2: 78,523 shares; 2025Q3: 76,109 shares; 2025Q4: 82,943 shares; 2026Q1: 87,821 shares 87,821 $3.32M 0.05% +4,878 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,162 shares; 2025Q1: 7,828 shares; 2025Q2: 10,182 shares; 2025Q3: 13,832 shares; 2025Q4: 15,904 shares; 2026Q1: 29,843 shares 29,843 $3.3M 0.05% +13,939 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS 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: 4,200 shares; 2025Q3: 19,598 shares; 2025Q4: 21,055 shares; 2026Q1: 23,531 shares 23,531 $3.29M 0.05% +2,476 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,616 shares; 2024Q4: 47,003 shares; 2025Q1: 48,699 shares; 2025Q2: 66,910 shares; 2025Q3: 62,722 shares; 2025Q4: 60,711 shares; 2026Q1: 69,950 shares 69,950 $3.29M 0.05% +9,239 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,835 shares; 2025Q1: 3,669 shares; 2025Q2: 12,580 shares; 2025Q3: 14,756 shares; 2025Q4: 25,557 shares; 2026Q1: 33,653 shares 33,653 $3.27M 0.05% +8,096 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,846 shares; 2025Q3: 95,183 shares; 2025Q4: 133,522 shares; 2026Q1: 137,269 shares 137,269 $3.25M 0.05% +3,747 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: 10,153 shares; 2024Q4: 12,792 shares; 2025Q1: 41,248 shares; 2025Q2: 44,549 shares; 2025Q3: 43,085 shares; 2025Q4: 42,369 shares; 2026Q1: 39,326 shares 39,326 $3.25M 0.05% -3,043 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,600 shares; 2025Q1: 9,160 shares; 2025Q2: 9,221 shares; 2025Q3: 9,227 shares; 2025Q4: 36,151 shares; 2026Q1: 22,324 shares 22,324 $3.24M 0.05% -13,827 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,520 shares; 2025Q1: 19,492 shares; 2025Q2: 21,617 shares; 2025Q3: 23,781 shares; 2025Q4: 23,609 shares; 2026Q1: 36,823 shares 36,823 $3.23M 0.05% +13,214 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 6,698 shares; 2025Q1: 9,318 shares; 2025Q2: 9,639 shares; 2025Q3: 8,640 shares; 2025Q4: 8,670 shares; 2026Q1: 8,415 shares 8,415 $3.23M 0.05% -255 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,871 shares 89,871 $3.23M 0.05% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,350 shares; 2024Q4: 36,350 shares; 2025Q1: 39,496 shares; 2025Q2: 67,709 shares; 2025Q3: 76,585 shares; 2025Q4: 66,707 shares; 2026Q1: 101,285 shares 101,285 $3.21M 0.05% +34,578 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,630 shares; 2024Q4: 50,836 shares; 2025Q1: 56,640 shares; 2025Q2: 51,641 shares; 2025Q3: 44,129 shares; 2025Q4: 44,837 shares; 2026Q1: 45,437 shares 45,437 $3.2M 0.05% +600 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 590 shares; 2025Q1: 2,011 shares; 2025Q2: 2,157 shares; 2025Q3: 2,476 shares; 2025Q4: 2,601 shares; 2026Q1: 2,168 shares 2,168 $3.19M 0.05% -433 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,368 shares; 2025Q1: 1,411 shares; 2025Q2: 1,402 shares; 2025Q3: 1,458 shares; 2025Q4: 5,637 shares; 2026Q1: 5,142 shares 5,142 $3.17M 0.05% -495 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,050 shares; 2025Q1: 3,079 shares; 2025Q2: 14,787 shares; 2025Q3: 14,544 shares; 2025Q4: 14,880 shares; 2026Q1: 15,002 shares 15,002 $3.17M 0.05% +122 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,342 shares; 2024Q4: 16,226 shares; 2025Q1: 24,963 shares; 2025Q2: 28,191 shares; 2025Q3: 30,564 shares; 2025Q4: 29,614 shares; 2026Q1: 26,105 shares 26,105 $3.16M 0.05% -3,509 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,762 shares; 2024Q4: 17,404 shares; 2025Q1: 14,393 shares; 2025Q2: 34,790 shares; 2025Q3: 32,801 shares; 2025Q4: 79,544 shares; 2026Q1: 86,000 shares 86,000 $3.16M 0.05% +6,456 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,191 shares; 2024Q4: 34,484 shares; 2025Q1: 45,192 shares; 2025Q2: 39,899 shares; 2025Q3: 36,064 shares; 2025Q4: 47,274 shares; 2026Q1: 62,367 shares 62,367 $3.16M 0.05% +15,093 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,857 shares; 2024Q4: 27,934 shares; 2025Q1: 36,840 shares; 2025Q2: 39,497 shares; 2025Q3: 38,746 shares; 2025Q4: 39,035 shares; 2026Q1: 38,458 shares 38,458 $3.15M 0.05% -577 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: 85,252 shares; 2024Q4: 86,369 shares; 2025Q1: 103,253 shares; 2025Q2: 106,332 shares; 2025Q3: 102,033 shares; 2025Q4: 78,243 shares; 2026Q1: 70,649 shares 70,649 $3.12M 0.05% -7,594 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: 34,361 shares; 2024Q4: 29,741 shares; 2025Q1: 31,950 shares; 2025Q2: 48,242 shares; 2025Q3: 49,052 shares; 2025Q4: 41,945 shares; 2026Q1: 51,857 shares 51,857 $3.1M 0.05% +9,912 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW 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: 142,183 shares; 2026Q1: 69,178 shares 69,178 $3.09M 0.05% -73,005 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 30,824 shares; 2025Q1: 39,043 shares; 2025Q2: 45,444 shares; 2025Q3: 103,833 shares; 2025Q4: 107,781 shares; 2026Q1: 120,920 shares 120,920 $3.09M 0.05% +13,139 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 8,004 shares; 2025Q1: 9,675 shares; 2025Q2: 23,727 shares; 2025Q3: 24,360 shares; 2025Q4: 50,465 shares; 2026Q1: 54,397 shares 54,397 $3.09M 0.05% +3,932 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,019 shares; 2025Q1: 69,781 shares; 2025Q2: 52,732 shares; 2025Q3: 52,468 shares; 2025Q4: 57,496 shares; 2026Q1: 59,522 shares 59,522 $3.07M 0.05% +2,026 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 917 shares; 2025Q1: 1,041 shares; 2025Q2: 1,703 shares; 2025Q3: 1,884 shares; 2025Q4: 2,262 shares; 2026Q1: 2,322 shares 2,322 $3.07M 0.05% +60 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 3,300 shares; 2025Q1: 5,151 shares; 2025Q2: 6,345 shares; 2025Q3: 7,645 shares; 2025Q4: 8,521 shares; 2026Q1: 12,660 shares 12,660 $3.04M 0.05% +4,139 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: 33,602 shares; 2024Q4: 40,656 shares; 2025Q1: 55,358 shares; 2025Q2: 61,695 shares; 2025Q3: 58,986 shares; 2025Q4: 55,746 shares; 2026Q1: 50,475 shares 50,475 $3.04M 0.05% -5,271 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,436 shares 56,436 $3.03M 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 2,970 shares; 2025Q1: 3,899 shares; 2025Q2: 4,827 shares; 2025Q3: 7,643 shares; 2025Q4: 8,020 shares; 2026Q1: 8,377 shares 8,377 $3M 0.05% +357 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,776 shares; 2025Q1: 10,927 shares; 2025Q2: 16,111 shares; 2025Q3: 17,915 shares; 2025Q4: 23,702 shares; 2026Q1: 16,417 shares 16,417 $2.99M 0.05% -7,285 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: 117,380 shares; 2024Q4: 112,018 shares; 2025Q1: 116,749 shares; 2025Q2: 123,673 shares; 2025Q3: 126,004 shares; 2025Q4: 130,900 shares; 2026Q1: 165,222 shares 165,222 $2.98M 0.05% +34,322 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,040 shares; 2025Q1: 2,249 shares; 2025Q2: 2,269 shares; 2025Q3: 2,818 shares; 2025Q4: 9,317 shares; 2026Q1: 9,482 shares 9,482 $2.98M 0.05% +165 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: 113,346 shares; 2024Q4: 109,826 shares; 2025Q1: 121,543 shares; 2025Q2: 124,596 shares; 2025Q3: 124,883 shares; 2025Q4: 128,592 shares; 2026Q1: 153,677 shares 153,677 $2.97M 0.05% +25,085 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,901 shares; 2025Q2: 105,212 shares; 2025Q3: 137,316 shares; 2025Q4: 136,887 shares; 2026Q1: 157,513 shares 157,513 $2.97M 0.05% +20,626 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 5,909 shares; 2025Q4: 18,470 shares; 2026Q1: 18,847 shares 18,847 $2.96M 0.05% +377 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 14,640 shares; 2025Q1: 14,840 shares; 2025Q2: 15,423 shares; 2025Q3: 15,914 shares; 2025Q4: 15,527 shares; 2026Q1: 15,137 shares 15,137 $2.96M 0.05% -390 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,266 shares; 2024Q4: 15,362 shares; 2025Q1: 45,257 shares; 2025Q2: 44,860 shares; 2025Q3: 43,123 shares; 2025Q4: 40,820 shares; 2026Q1: 40,252 shares 40,252 $2.94M 0.05% -568 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,946 shares; 2024Q4: 40,191 shares; 2025Q1: 46,277 shares; 2025Q2: 47,023 shares; 2025Q3: 53,068 shares; 2025Q4: 55,816 shares; 2026Q1: 57,685 shares 57,685 $2.94M 0.05% +1,869 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,245 shares; 2024Q4: 108,182 shares; 2025Q1: 260,511 shares; 2025Q2: 266,954 shares; 2025Q3: 262,453 shares; 2025Q4: 256,922 shares; 2026Q1: 254,274 shares 254,274 $2.93M 0.05% -2,648 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,134 shares; 2025Q2: 20,740 shares; 2025Q3: 37,736 shares; 2025Q4: 44,760 shares; 2026Q1: 46,610 shares 46,610 $2.92M 0.05% +1,850 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,169 shares; 2025Q1: 6,131 shares; 2025Q2: 50,700 shares; 2025Q3: 49,097 shares; 2025Q4: 45,744 shares; 2026Q1: 43,413 shares 43,413 $2.91M 0.05% -2,331 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,765 shares; 2024Q4: 30,607 shares; 2025Q1: 40,907 shares; 2025Q2: 42,258 shares; 2025Q3: 41,530 shares; 2025Q4: 40,983 shares; 2026Q1: 40,503 shares 40,503 $2.91M 0.05% -480 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: 24,430 shares; 2024Q4: 23,461 shares; 2025Q1: 24,826 shares; 2025Q2: 23,008 shares; 2025Q3: 29,007 shares; 2025Q4: 31,687 shares; 2026Q1: 30,629 shares 30,629 $2.91M 0.05% -1,058 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,039 shares 44,039 $2.9M 0.05% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 11,245 shares; 2025Q1: 26,164 shares; 2025Q2: 12,773 shares; 2025Q3: 12,813 shares; 2025Q4: 12,845 shares; 2026Q1: 12,891 shares 12,891 $2.9M 0.05% +46 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,785 shares; 2025Q2: 7,369 shares; 2025Q3: 10,292 shares; 2025Q4: 9,050 shares; 2026Q1: 54,150 shares 54,150 $2.89M 0.05% +45,100 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 23,143 shares; 2025Q1: 41,304 shares; 2025Q2: 39,330 shares; 2025Q3: 46,179 shares; 2025Q4: 45,499 shares; 2026Q1: 47,227 shares 47,227 $2.89M 0.05% +1,728 Timeline BIZD 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: 181,373 shares; 2024Q4: 179,190 shares; 2025Q1: 196,657 shares; 2025Q2: 220,148 shares; 2025Q3: 227,785 shares; 2025Q4: 239,947 shares; 2026Q1: 223,927 shares 223,927 $2.87M 0.05% -16,020 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 234,328 shares 234,328 $2.85M 0.05% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,918 shares; 2026Q1: 73,021 shares 73,021 $2.84M 0.05% +56,103 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: 3,315 shares; 2024Q4: 3,599 shares; 2025Q1: 8,211 shares; 2025Q2: 10,739 shares; 2025Q3: 21,354 shares; 2025Q4: 22,502 shares; 2026Q1: 31,209 shares 31,209 $2.82M 0.05% +8,707 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,965 shares; 2024Q4: 52,157 shares; 2025Q1: 49,393 shares; 2025Q2: 51,975 shares; 2025Q3: 51,582 shares; 2025Q4: 69,771 shares; 2026Q1: 74,203 shares 74,203 $2.78M 0.05% +4,432 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,386 shares; 2025Q3: 46,942 shares; 2025Q4: 50,865 shares; 2026Q1: 50,390 shares 50,390 $2.78M 0.05% -475 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 4,580 shares; 2025Q1: 7,904 shares; 2025Q2: 8,658 shares; 2025Q3: 9,123 shares; 2025Q4: 12,510 shares; 2026Q1: 11,237 shares 11,237 $2.78M 0.05% -1,273 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,467 shares; 2025Q2: 44,505 shares; 2025Q3: 48,604 shares; 2025Q4: 47,983 shares; 2026Q1: 47,449 shares 47,449 $2.77M 0.05% -534 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 4,807 shares; 2025Q1: 5,527 shares; 2025Q2: 5,421 shares; 2025Q3: 5,598 shares; 2025Q4: 6,376 shares; 2026Q1: 7,733 shares 7,733 $2.76M 0.05% +1,357 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 9,791 shares; 2025Q1: 11,251 shares; 2025Q2: 10,239 shares; 2025Q3: 10,659 shares; 2025Q4: 10,828 shares; 2026Q1: 11,190 shares 11,190 $2.73M 0.05% +362 Timeline CCFE 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: not reported; 2025Q4: 109,166 shares; 2026Q1: 106,100 shares 106,100 $2.73M 0.05% -3,066 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: not reported; 2025Q3: 55,201 shares; 2025Q4: 55,000 shares; 2026Q1: 54,223 shares 54,223 $2.72M 0.05% -777 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,212 shares; 2025Q2: 7,991 shares; 2025Q3: 17,729 shares; 2025Q4: 20,238 shares; 2026Q1: 20,717 shares 20,717 $2.71M 0.04% +479 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,135 shares; 2024Q4: 36,759 shares; 2025Q1: 39,490 shares; 2025Q2: 39,985 shares; 2025Q3: 50,975 shares; 2025Q4: 45,387 shares; 2026Q1: 45,962 shares 45,962 $2.7M 0.04% +575 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,221 shares; 2025Q1: 24,337 shares; 2025Q2: 26,872 shares; 2025Q3: 23,792 shares; 2025Q4: 23,443 shares; 2026Q1: 24,313 shares 24,313 $2.7M 0.04% +870 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,886 shares; 2024Q4: 21,899 shares; 2025Q1: 21,899 shares; 2025Q2: 24,691 shares; 2025Q3: 23,589 shares; 2025Q4: 31,897 shares; 2026Q1: 66,504 shares 66,504 $2.67M 0.04% +34,607 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,376 shares; 2025Q1: 3,483 shares; 2025Q2: 4,266 shares; 2025Q3: 5,618 shares; 2025Q4: 13,267 shares; 2026Q1: 14,454 shares 14,454 $2.66M 0.04% +1,187 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 7,494 shares; 2025Q1: 7,519 shares; 2025Q2: 9,117 shares; 2025Q3: 12,051 shares; 2025Q4: 13,221 shares; 2026Q1: 13,428 shares 13,428 $2.66M 0.04% +207 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,893 shares; 2025Q1: 2,245 shares; 2025Q2: 2,628 shares; 2025Q3: 3,359 shares; 2025Q4: 3,984 shares; 2026Q1: 3,873 shares 3,873 $2.64M 0.04% -111 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: 3,078 shares; 2024Q4: 2,904 shares; 2025Q1: 9,790 shares; 2025Q2: 12,042 shares; 2025Q3: 13,350 shares; 2025Q4: 24,883 shares; 2026Q1: 27,317 shares 27,317 $2.64M 0.04% +2,434 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: 10,154 shares; 2024Q4: 11,008 shares; 2025Q1: 12,970 shares; 2025Q2: 13,084 shares; 2025Q3: 12,517 shares; 2025Q4: 13,636 shares; 2026Q1: 23,562 shares 23,562 $2.62M 0.04% +9,926 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 4,700 shares; 2025Q1: 33,026 shares; 2025Q2: 32,935 shares; 2025Q3: 31,355 shares; 2025Q4: 31,004 shares; 2026Q1: 30,246 shares 30,246 $2.62M 0.04% -758 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,731 shares; 2025Q2: 24,666 shares; 2025Q3: 24,827 shares; 2025Q4: 24,114 shares; 2026Q1: 49,664 shares 49,664 $2.61M 0.04% +25,550 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: 20,248 shares; 2024Q4: 27,816 shares; 2025Q1: 200,088 shares; 2025Q2: 201,937 shares; 2025Q3: 201,841 shares; 2025Q4: 199,899 shares; 2026Q1: 56,316 shares 56,316 $2.6M 0.04% -143,583 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,009 shares 54,009 $2.59M 0.04% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,120 shares; 2025Q1: 6,807 shares; 2025Q2: 6,835 shares; 2025Q3: 7,869 shares; 2025Q4: 7,184 shares; 2026Q1: 18,066 shares 18,066 $2.57M 0.04% +10,882 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 17,622 shares; 2025Q1: 3,883 shares; 2025Q2: 4,236 shares; 2025Q3: 6,245 shares; 2025Q4: 11,931 shares; 2026Q1: 9,094 shares 9,094 $2.54M 0.04% -2,837 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 72,939 shares; 2025Q1: 76,784 shares; 2025Q2: 79,231 shares; 2025Q3: 82,928 shares; 2025Q4: 80,452 shares; 2026Q1: 82,818 shares 82,818 $2.53M 0.04% +2,366 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 9,506 shares; 2025Q1: 11,381 shares; 2025Q2: 22,636 shares; 2025Q3: 22,865 shares; 2025Q4: 26,619 shares; 2026Q1: 28,055 shares 28,055 $2.51M 0.04% +1,436 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,767 shares; 2024Q4: 33,061 shares; 2025Q1: 33,061 shares; 2025Q2: 35,746 shares; 2025Q3: 34,313 shares; 2025Q4: 73,359 shares; 2026Q1: 75,228 shares 75,228 $2.51M 0.04% +1,869 Timeline SPGP 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: 29,301 shares; 2025Q4: 29,756 shares; 2026Q1: 23,123 shares 23,123 $2.49M 0.04% -6,633 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,970 shares; 2024Q4: 36,362 shares; 2025Q1: 56,331 shares; 2025Q2: 59,600 shares; 2025Q3: 61,805 shares; 2025Q4: 65,364 shares; 2026Q1: 66,655 shares 66,655 $2.48M 0.04% +1,291 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,151 shares; 2025Q2: 11,003 shares; 2025Q3: 11,212 shares; 2025Q4: 27,457 shares; 2026Q1: 27,370 shares 27,370 $2.47M 0.04% -87 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK 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: 10,305 shares; 2026Q1: 48,102 shares 48,102 $2.45M 0.04% +37,797 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,042 shares; 2025Q1: 2,145 shares; 2025Q2: 4,385 shares; 2025Q3: 5,883 shares; 2025Q4: 7,558 shares; 2026Q1: 7,530 shares 7,530 $2.45M 0.04% -28 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,894 shares; 2024Q4: 38,463 shares; 2025Q1: 39,668 shares; 2025Q2: 40,803 shares; 2025Q3: 42,121 shares; 2025Q4: 35,040 shares; 2026Q1: 29,944 shares 29,944 $2.45M 0.04% -5,096 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: 31,289 shares; 2024Q4: 32,302 shares; 2025Q1: 35,878 shares; 2025Q2: 36,023 shares; 2025Q3: 36,973 shares; 2025Q4: 36,245 shares; 2026Q1: 43,137 shares 43,137 $2.44M 0.04% +6,892 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 42,787 shares; 2025Q3: 31,690 shares; 2025Q4: 30,595 shares; 2026Q1: 13,661 shares 13,661 $2.43M 0.04% -16,934 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,364 shares; 2025Q4: 40,594 shares; 2026Q1: 65,207 shares 65,207 $2.43M 0.04% +24,613 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 4,933 shares; 2025Q1: 5,333 shares; 2025Q2: 5,758 shares; 2025Q3: 6,426 shares; 2025Q4: 7,083 shares; 2026Q1: 9,419 shares 9,419 $2.42M 0.04% +2,336 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,491 shares; 2024Q4: 54,327 shares; 2025Q1: 66,249 shares; 2025Q2: 60,561 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,290 shares 57,290 $2.42M 0.04% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,508 shares 53,508 $2.41M 0.04% new 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: 3,652 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 3,113 shares; 2025Q3: 18,990 shares; 2025Q4: 18,640 shares; 2026Q1: 21,714 shares 21,714 $2.4M 0.04% +3,074 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 10,643 shares; 2025Q1: 85,121 shares; 2025Q2: 85,794 shares; 2025Q3: 41,270 shares; 2025Q4: 42,104 shares; 2026Q1: 47,955 shares 47,955 $2.4M 0.04% +5,851 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,924 shares; 2025Q2: 56,777 shares; 2025Q3: 63,811 shares; 2025Q4: 66,376 shares; 2026Q1: 65,216 shares 65,216 $2.38M 0.04% -1,160 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,584 shares; 2025Q1: 22,530 shares; 2025Q2: 22,540 shares; 2025Q3: 27,079 shares; 2025Q4: 29,267 shares; 2026Q1: 29,382 shares 29,382 $2.38M 0.04% +115 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,903 shares; 2025Q2: 35,070 shares; 2025Q3: 33,632 shares; 2025Q4: 32,489 shares; 2026Q1: 28,595 shares 28,595 $2.36M 0.04% -3,894 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,561 shares; 2025Q1: 11,388 shares; 2025Q2: 5,168 shares; 2025Q3: 5,864 shares; 2025Q4: 7,138 shares; 2026Q1: 6,583 shares 6,583 $2.34M 0.04% -555 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: 30,987 shares; 2024Q4: 45,451 shares; 2025Q1: 36,476 shares; 2025Q2: 40,411 shares; 2025Q3: 34,524 shares; 2025Q4: 42,246 shares; 2026Q1: 49,677 shares 49,677 $2.34M 0.04% +7,431 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 75,258 shares; 2025Q3: 75,889 shares; 2025Q4: 92,624 shares; 2026Q1: 96,014 shares 96,014 $2.33M 0.04% +3,390 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,726 shares; 2026Q1: 37,084 shares 37,084 $2.32M 0.04% +28,358 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,953 shares; 2026Q1: 50,430 shares 50,430 $2.3M 0.04% +33,477 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,354 shares; 2025Q1: 6,186 shares; 2025Q2: 10,903 shares; 2025Q3: 12,479 shares; 2025Q4: 11,834 shares; 2026Q1: 11,608 shares 11,608 $2.3M 0.04% -226 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 5,482 shares; 2025Q1: 9,830 shares; 2025Q2: 48,674 shares; 2025Q3: 53,687 shares; 2025Q4: 52,127 shares; 2026Q1: 50,779 shares 50,779 $2.3M 0.04% -1,348 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: 18,913 shares; 2024Q4: 30,391 shares; 2025Q1: 35,441 shares; 2025Q2: 35,945 shares; 2025Q3: 36,430 shares; 2025Q4: 37,954 shares; 2026Q1: 33,801 shares 33,801 $2.3M 0.04% -4,153 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,689 shares; 2024Q4: 292,964 shares; 2025Q1: 318,983 shares; 2025Q2: 329,379 shares; 2025Q3: 337,100 shares; 2025Q4: 343,378 shares; 2026Q1: 335,418 shares 335,418 $2.29M 0.04% -7,960 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,353 shares; 2024Q4: 43,565 shares; 2025Q1: 43,463 shares; 2025Q2: 44,068 shares; 2025Q3: 43,249 shares; 2025Q4: 42,853 shares; 2026Q1: 37,950 shares 37,950 $2.29M 0.04% -4,903 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 8,539 shares; 2025Q1: 10,382 shares; 2025Q2: 12,586 shares; 2025Q3: 12,819 shares; 2025Q4: 15,347 shares; 2026Q1: 15,105 shares 15,105 $2.29M 0.04% -242 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,143 shares 42,143 $2.28M 0.04% new Timeline EFAV 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: 15,461 shares; 2025Q2: 15,227 shares; 2025Q3: 14,186 shares; 2025Q4: 26,029 shares; 2026Q1: 24,903 shares 24,903 $2.28M 0.04% -1,126 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: 11,644 shares; 2024Q4: not reported; 2025Q1: 7,394 shares; 2025Q2: 12,410 shares; 2025Q3: 15,632 shares; 2025Q4: 18,067 shares; 2026Q1: 47,347 shares 47,347 $2.28M 0.04% +29,280 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,944 shares; 2026Q1: 26,760 shares 26,760 $2.27M 0.04% +15,816 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 8,248 shares; 2025Q3: 16,523 shares; 2025Q4: 23,936 shares; 2026Q1: 29,327 shares 29,327 $2.27M 0.04% +5,391 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,888 shares; 2024Q4: 29,844 shares; 2025Q1: 24,377 shares; 2025Q2: 23,948 shares; 2025Q3: 23,610 shares; 2025Q4: 23,628 shares; 2026Q1: 23,722 shares 23,722 $2.27M 0.04% +94 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,811 shares; 2025Q1: 12,710 shares; 2025Q2: 13,825 shares; 2025Q3: 13,948 shares; 2025Q4: 13,537 shares; 2026Q1: 11,960 shares 11,960 $2.26M 0.04% -1,577 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,831 shares; 2025Q2: 11,943 shares; 2025Q3: 83,192 shares; 2025Q4: 85,071 shares; 2026Q1: 101,259 shares 101,259 $2.25M 0.04% +16,188 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,430 shares; 2024Q4: 49,042 shares; 2025Q1: 40,148 shares; 2025Q2: 41,736 shares; 2025Q3: 39,855 shares; 2025Q4: 36,801 shares; 2026Q1: 54,209 shares 54,209 $2.24M 0.04% +17,408 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 11,049 shares; 2025Q4: 73,636 shares; 2026Q1: 85,047 shares 85,047 $2.24M 0.04% +11,411 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 8,348 shares; 2025Q4: 9,556 shares; 2026Q1: 24,065 shares 24,065 $2.23M 0.04% +14,509 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 680 shares; 2025Q1: 4,052 shares; 2025Q2: 4,747 shares; 2025Q3: 5,404 shares; 2025Q4: 6,443 shares; 2026Q1: 6,773 shares 6,773 $2.23M 0.04% +330 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,813 shares; 2026Q1: 23,792 shares 23,792 $2.22M 0.04% +11,979 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 5,315 shares; 2025Q1: 7,747 shares; 2025Q2: 20,348 shares; 2025Q3: 26,278 shares; 2025Q4: 24,396 shares; 2026Q1: 31,056 shares 31,056 $2.21M 0.04% +6,660 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,728 shares; 2025Q1: 6,347 shares; 2025Q2: 24,305 shares; 2025Q3: 25,073 shares; 2025Q4: 24,037 shares; 2026Q1: 23,565 shares 23,565 $2.2M 0.04% -472 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,575 shares 41,575 $2.19M 0.04% new 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: 227,975 shares; 2024Q4: 209,948 shares; 2025Q1: 218,721 shares; 2025Q2: 236,851 shares; 2025Q3: 266,917 shares; 2025Q4: 214,665 shares; 2026Q1: 215,374 shares 215,374 $2.19M 0.04% +709 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,355 shares; 2025Q1: 4,685 shares; 2025Q2: 8,903 shares; 2025Q3: 8,578 shares; 2025Q4: 11,594 shares; 2026Q1: 11,562 shares 11,562 $2.19M 0.04% -32 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 33,288 shares; 2025Q3: 37,121 shares; 2025Q4: 38,293 shares; 2026Q1: 54,819 shares 54,819 $2.19M 0.04% +16,526 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,786 shares; 2025Q1: 7,058 shares; 2025Q2: 7,964 shares; 2025Q3: 16,944 shares; 2025Q4: 18,945 shares; 2026Q1: 19,381 shares 19,381 $2.18M 0.04% +436 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,542 shares; 2025Q1: 10,477 shares; 2025Q2: 11,020 shares; 2025Q3: 11,119 shares; 2025Q4: 10,956 shares; 2026Q1: 23,558 shares 23,558 $2.17M 0.04% +12,602 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: 3,736 shares; 2024Q4: 3,746 shares; 2025Q1: 9,935 shares; 2025Q2: 10,337 shares; 2025Q3: 10,317 shares; 2025Q4: 21,261 shares; 2026Q1: 24,934 shares 24,934 $2.16M 0.04% +3,673 Timeline QQEW 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: 12,378 shares; 2024Q4: 13,629 shares; 2025Q1: 14,228 shares; 2025Q2: 16,494 shares; 2025Q3: 15,977 shares; 2025Q4: 17,921 shares; 2026Q1: 16,904 shares 16,904 $2.15M 0.04% -1,017 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,930 shares; 2025Q1: 25,391 shares; 2025Q2: 27,179 shares; 2025Q3: 35,410 shares; 2025Q4: 35,032 shares; 2026Q1: 34,688 shares 34,688 $2.14M 0.04% -344 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,182 shares; 2025Q1: 12,538 shares; 2025Q2: 13,393 shares; 2025Q3: 15,046 shares; 2025Q4: 15,273 shares; 2026Q1: 16,295 shares 16,295 $2.14M 0.04% +1,022 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,312 shares; 2025Q1: 6,240 shares; 2025Q2: 5,811 shares; 2025Q3: 8,104 shares; 2025Q4: 13,674 shares; 2026Q1: 14,613 shares 14,613 $2.13M 0.04% +939 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 15,397 shares; 2025Q2: 18,505 shares; 2025Q3: 19,534 shares; 2025Q4: 21,187 shares; 2026Q1: 20,050 shares 20,050 $2.12M 0.04% -1,137 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,873 shares; 2025Q4: 45,611 shares; 2026Q1: 40,602 shares 40,602 $2.12M 0.04% -5,009 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: 9,668 shares; 2024Q4: 10,075 shares; 2025Q1: 11,491 shares; 2025Q2: 12,793 shares; 2025Q3: 27,750 shares; 2025Q4: 29,992 shares; 2026Q1: 52,179 shares 52,179 $2.12M 0.03% +22,187 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: not reported; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 9,805 shares; 2025Q4: 13,445 shares; 2026Q1: 14,956 shares 14,956 $2.12M 0.03% +1,511 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,144 shares; 2025Q2: 19,954 shares; 2025Q3: 24,294 shares; 2025Q4: 22,204 shares; 2026Q1: 41,998 shares 41,998 $2.1M 0.03% +19,794 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,446 shares; 2025Q1: 24,371 shares; 2025Q2: 23,105 shares; 2025Q3: 28,203 shares; 2025Q4: 23,986 shares; 2026Q1: 25,644 shares 25,644 $2.09M 0.03% +1,658 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 2,261 shares; 2025Q2: 4,715 shares; 2025Q3: 5,009 shares; 2025Q4: 5,270 shares; 2026Q1: 4,992 shares 4,992 $2.08M 0.03% -278 Timeline JNK 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: 11,967 shares; 2025Q2: 12,268 shares; 2025Q3: 13,081 shares; 2025Q4: 13,937 shares; 2026Q1: 21,718 shares 21,718 $2.08M 0.03% +7,781 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 99,675 shares; 2025Q3: 50,838 shares; 2025Q4: not reported; 2026Q1: 46,301 shares 46,301 $2.08M 0.03% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 42,188 shares; 2025Q3: 38,079 shares; 2025Q4: 36,450 shares; 2026Q1: 32,929 shares 32,929 $2.07M 0.03% -3,521 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,136 shares; 2024Q4: 25,498 shares; 2025Q1: 27,730 shares; 2025Q2: 21,748 shares; 2025Q3: 22,989 shares; 2025Q4: 23,012 shares; 2026Q1: 40,656 shares 40,656 $2.07M 0.03% +17,644 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,716 shares; 2025Q1: 1,753 shares; 2025Q2: 1,956 shares; 2025Q3: 3,220 shares; 2025Q4: 3,453 shares; 2026Q1: 3,492 shares 3,492 $2.06M 0.03% +39 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,146 shares; 2026Q1: 22,593 shares 22,593 $2.06M 0.03% -553 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 11,124 shares; 2025Q1: 11,104 shares; 2025Q2: 11,119 shares; 2025Q3: 10,810 shares; 2025Q4: 10,726 shares; 2026Q1: 9,456 shares 9,456 $2.04M 0.03% -1,270 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 9,632 shares; 2025Q2: 14,595 shares; 2025Q3: 19,710 shares; 2025Q4: 21,897 shares; 2026Q1: 24,518 shares 24,518 $2.03M 0.03% +2,621 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,818 shares; 2025Q1: 4,346 shares; 2025Q2: 18,298 shares; 2025Q3: 19,245 shares; 2025Q4: 18,436 shares; 2026Q1: 11,234 shares 11,234 $2.02M 0.03% -7,202 Timeline