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: 233,338 shares; 2024Q4: 1,123,276 shares; 2025Q1: 1,238,873 shares; 2025Q2: 1,304,013 shares; 2025Q3: 1,985,360 shares; 2025Q4: 1,997,439 shares; 2026Q1: 1,917,892 shares 1,917,892 $176M 4.16% -79,547 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,248 shares; 2024Q4: 304,426 shares; 2025Q1: 307,352 shares; 2025Q2: 468,764 shares; 2025Q3: 527,188 shares; 2025Q4: 525,172 shares; 2026Q1: 581,204 shares 581,204 $148M 3.49% +56,032 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: 210,955 shares; 2024Q4: 226,090 shares; 2025Q1: 106,160 shares; 2025Q2: 321,574 shares; 2025Q3: 346,224 shares; 2025Q4: 721,891 shares; 2026Q1: 728,979 shares 728,979 $96.9M 2.29% +7,088 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: 277,856 shares; 2024Q4: 292,718 shares; 2025Q1: 299,570 shares; 2025Q2: 287,999 shares; 2025Q3: 348,836 shares; 2025Q4: 349,481 shares; 2026Q1: 379,664 shares 379,664 $66.2M 1.57% +30,183 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: 39,918 shares; 2024Q4: 95,320 shares; 2025Q1: 92,162 shares; 2025Q2: 69,225 shares; 2025Q3: 122,084 shares; 2025Q4: 129,349 shares; 2026Q1: 99,008 shares 99,008 $64.7M 1.53% -30,341 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: 120,352 shares; 2024Q4: 130,777 shares; 2025Q1: 132,052 shares; 2025Q2: 132,144 shares; 2025Q3: 165,189 shares; 2025Q4: 170,254 shares; 2026Q1: 170,309 shares 170,309 $63M 1.49% +55 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 5,128,770 shares; 2026Q1: 2,852,920 shares 2,852,920 $53.4M 1.26% -2,275,850 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,453 shares; 2024Q4: 501,912 shares; 2025Q1: 449,766 shares; 2025Q2: 495,140 shares; 2025Q3: 1,144,280 shares; 2025Q4: 1,145,269 shares; 2026Q1: 1,111,165 shares 1,111,165 $51.9M 1.23% -34,104 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: 33,649 shares; 2024Q4: 37,813 shares; 2025Q1: 46,849 shares; 2025Q2: 53,719 shares; 2025Q3: 59,839 shares; 2025Q4: 60,769 shares; 2026Q1: 78,979 shares 78,979 $42.2M 1% +18,210 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: 139,761 shares; 2024Q4: 150,998 shares; 2025Q1: 156,909 shares; 2025Q2: 157,243 shares; 2025Q3: 192,497 shares; 2025Q4: 192,042 shares; 2026Q1: 202,649 shares 202,649 $42.2M 1% +10,607 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,596 shares; 2024Q4: 252,667 shares; 2025Q1: 252,328 shares; 2025Q2: 252,787 shares; 2025Q3: 252,928 shares; 2025Q4: 252,598 shares; 2026Q1: 253,860 shares 253,860 $42.2M 1% +1,262 Timeline DHSB STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758,959 shares; 2025Q2: 739,534 shares; 2025Q3: 1,496,797 shares; 2025Q4: 1,494,557 shares; 2026Q1: 1,590,199 shares 1,590,199 $40.8M 0.97% +95,642 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: 105,312 shares; 2024Q4: 108,922 shares; 2025Q1: 121,429 shares; 2025Q2: 92,157 shares; 2025Q3: 127,072 shares; 2025Q4: 130,935 shares; 2026Q1: 136,303 shares 136,303 $39.1M 0.93% +5,368 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: 99,321 shares; 2024Q4: 107,464 shares; 2025Q1: 115,477 shares; 2025Q2: 115,406 shares; 2025Q3: 165,374 shares; 2025Q4: 128,290 shares; 2026Q1: 132,813 shares 132,813 $38.2M 0.9% +4,523 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: 110,713 shares; 2024Q4: 122,544 shares; 2025Q1: 123,438 shares; 2025Q2: 114,260 shares; 2025Q3: 123,998 shares; 2025Q4: 124,292 shares; 2026Q1: 122,973 shares 122,973 $38.1M 0.9% -1,319 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,446,079 shares; 2025Q1: 1,433,292 shares; 2025Q2: 1,429,052 shares; 2025Q3: 1,426,696 shares; 2025Q4: 1,407,637 shares; 2026Q1: 1,417,367 shares 1,417,367 $36.3M 0.86% +9,730 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: 100,510 shares; 2024Q4: 110,186 shares; 2025Q1: 107,883 shares; 2025Q2: 112,563 shares; 2025Q3: 130,251 shares; 2025Q4: 125,091 shares; 2026Q1: 126,650 shares 126,650 $36.3M 0.86% +1,559 Timeline BILS 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: 172,127 shares; 2024Q4: 387,372 shares; 2025Q1: 493,133 shares; 2025Q2: 297,399 shares; 2025Q3: 363,159 shares; 2025Q4: 389,925 shares; 2026Q1: 365,336 shares 365,336 $36.3M 0.86% -24,589 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311,721 shares 311,721 $36.3M 0.86% new 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: 35,584 shares; 2024Q4: 51,458 shares; 2025Q1: 46,391 shares; 2025Q2: 64,699 shares; 2025Q3: 95,035 shares; 2025Q4: 102,204 shares; 2026Q1: 82,170 shares 82,170 $35.4M 0.84% -20,034 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: 83,208 shares; 2024Q4: 87,295 shares; 2025Q1: 88,490 shares; 2025Q2: 92,123 shares; 2025Q3: 94,790 shares; 2025Q4: 95,831 shares; 2026Q1: 100,206 shares 100,206 $35.3M 0.83% +4,375 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: 403,471 shares; 2024Q4: 449,749 shares; 2025Q1: 457,822 shares; 2025Q2: 419,353 shares; 2025Q3: 441,740 shares; 2025Q4: 458,920 shares; 2026Q1: 472,175 shares 472,175 $31.9M 0.75% +13,255 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: 243,514 shares; 2024Q4: 262,901 shares; 2025Q1: 252,887 shares; 2025Q2: 177,469 shares; 2025Q3: 223,030 shares; 2025Q4: 279,545 shares; 2026Q1: 246,161 shares 246,161 $30.6M 0.72% -33,384 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,218 shares; 2024Q4: 216,231 shares; 2025Q1: 285,491 shares; 2025Q2: 295,412 shares; 2025Q3: 327,806 shares; 2025Q4: 374,693 shares; 2026Q1: 475,483 shares 475,483 $30.5M 0.72% +100,790 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: 76,560 shares; 2024Q4: 83,013 shares; 2025Q1: 86,973 shares; 2025Q2: 85,703 shares; 2025Q3: 114,616 shares; 2025Q4: 104,557 shares; 2026Q1: 102,974 shares 102,974 $30.3M 0.72% -1,583 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: 47,199 shares; 2024Q4: 90,328 shares; 2025Q1: 123,934 shares; 2025Q2: 111,450 shares; 2025Q3: 212,436 shares; 2025Q4: 143,721 shares; 2026Q1: 388,066 shares 388,066 $29.7M 0.7% +244,345 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: 57,201 shares; 2024Q4: 57,973 shares; 2025Q1: 65,269 shares; 2025Q2: 66,366 shares; 2025Q3: 71,596 shares; 2025Q4: 71,631 shares; 2026Q1: 69,394 shares 69,394 $29.6M 0.7% -2,237 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: 50,486 shares; 2024Q4: 40,544 shares; 2025Q1: 51,002 shares; 2025Q2: 69,602 shares; 2025Q3: 36,814 shares; 2025Q4: 33,664 shares; 2026Q1: 172,598 shares 172,598 $27.9M 0.66% +138,934 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: not reported; 2024Q4: 171,877 shares; 2025Q1: 171,671 shares; 2025Q2: 171,555 shares; 2025Q3: 187,215 shares; 2025Q4: 187,363 shares; 2026Q1: 186,049 shares 186,049 $26.3M 0.62% -1,314 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: 21,015 shares; 2024Q4: 26,588 shares; 2025Q1: 27,302 shares; 2025Q2: 28,001 shares; 2025Q3: 42,668 shares; 2025Q4: 54,706 shares; 2026Q1: 54,129 shares 54,129 $25.9M 0.61% -577 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: 32,602 shares; 2024Q4: 53,520 shares; 2025Q1: 224,282 shares; 2025Q2: 217,315 shares; 2025Q3: 238,891 shares; 2025Q4: 259,184 shares; 2026Q1: 312,333 shares 312,333 $25.8M 0.61% +53,149 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: 44,731 shares; 2024Q4: 81,161 shares; 2025Q1: 237,131 shares; 2025Q2: 259,194 shares; 2025Q3: 286,476 shares; 2025Q4: 296,283 shares; 2026Q1: 277,084 shares 277,084 $24.4M 0.58% -19,199 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: 31,285 shares; 2024Q4: 32,486 shares; 2025Q1: 36,441 shares; 2025Q2: 38,941 shares; 2025Q3: 52,252 shares; 2025Q4: 46,414 shares; 2026Q1: 42,650 shares 42,650 $24.4M 0.58% -3,764 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: 33,289 shares; 2024Q4: 75,432 shares; 2025Q1: 80,747 shares; 2025Q2: 85,609 shares; 2025Q3: 82,898 shares; 2025Q4: 85,989 shares; 2026Q1: 123,156 shares 123,156 $24.2M 0.57% +37,167 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: 23,318 shares; 2024Q4: 34,537 shares; 2025Q1: 36,762 shares; 2025Q2: 36,752 shares; 2025Q3: 84,700 shares; 2025Q4: 96,190 shares; 2026Q1: 112,776 shares 112,776 $23.8M 0.56% +16,586 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: 87,618 shares; 2024Q4: 106,538 shares; 2025Q1: 150,814 shares; 2025Q2: 201,370 shares; 2025Q3: 311,325 shares; 2025Q4: 334,265 shares; 2026Q1: 339,108 shares 339,108 $23.7M 0.56% +4,843 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: 100,568 shares; 2024Q4: 119,926 shares; 2025Q1: 121,798 shares; 2025Q2: 97,371 shares; 2025Q3: 134,035 shares; 2025Q4: 154,124 shares; 2026Q1: 135,616 shares 135,616 $23M 0.54% -18,508 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: 34,557 shares; 2024Q4: 36,011 shares; 2025Q1: 35,700 shares; 2025Q2: 34,147 shares; 2025Q3: 41,354 shares; 2025Q4: 40,627 shares; 2026Q1: 39,218 shares 39,218 $22.6M 0.54% -1,409 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: 16,358 shares; 2024Q4: 19,808 shares; 2025Q1: 19,589 shares; 2025Q2: 18,344 shares; 2025Q3: 21,245 shares; 2025Q4: 21,126 shares; 2026Q1: 24,538 shares 24,538 $22.6M 0.53% +3,412 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,171 shares; 2025Q1: 25,771 shares; 2025Q2: 138,521 shares; 2025Q3: 96,762 shares; 2025Q4: 97,603 shares; 2026Q1: 244,754 shares 244,754 $22.5M 0.53% +147,151 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: 115,919 shares; 2024Q4: 168,770 shares; 2025Q1: 139,647 shares; 2025Q2: 108,989 shares; 2025Q3: 183,571 shares; 2025Q4: 195,978 shares; 2026Q1: 198,523 shares 198,523 $22.5M 0.53% +2,545 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: 100,258 shares; 2024Q4: 140,539 shares; 2025Q1: 150,875 shares; 2025Q2: 189,903 shares; 2025Q3: 236,627 shares; 2025Q4: 245,161 shares; 2026Q1: 246,647 shares 246,647 $22.3M 0.53% +1,486 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: 109,338 shares; 2024Q4: 139,922 shares; 2025Q1: 73,511 shares; 2025Q2: 126,569 shares; 2025Q3: 131,264 shares; 2025Q4: 181,592 shares; 2026Q1: 144,223 shares 144,223 $21.1M 0.5% -37,369 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,717 shares; 2024Q4: 160,069 shares; 2025Q1: 165,456 shares; 2025Q2: 167,148 shares; 2025Q3: 186,532 shares; 2025Q4: 212,214 shares; 2026Q1: 273,821 shares 273,821 $21.1M 0.5% +61,607 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: 9,960 shares; 2024Q4: 57,018 shares; 2025Q1: 60,004 shares; 2025Q2: 73,250 shares; 2025Q3: 133,668 shares; 2025Q4: 121,611 shares; 2026Q1: 109,396 shares 109,396 $21M 0.5% -12,215 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: 13,136 shares; 2024Q4: 14,082 shares; 2025Q1: 14,168 shares; 2025Q2: 15,635 shares; 2025Q3: 18,949 shares; 2025Q4: 19,604 shares; 2026Q1: 20,494 shares 20,494 $20.4M 0.48% +890 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: 9,629 shares; 2024Q4: 76,149 shares; 2025Q1: 63,961 shares; 2025Q2: 100,653 shares; 2025Q3: 245,460 shares; 2025Q4: 276,641 shares; 2026Q1: 271,794 shares 271,794 $20.2M 0.48% -4,847 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: 11,409 shares; 2024Q4: 30,537 shares; 2025Q1: 35,345 shares; 2025Q2: 37,078 shares; 2025Q3: 36,794 shares; 2025Q4: 36,905 shares; 2026Q1: 44,999 shares 44,999 $19.7M 0.47% +8,094 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: 57,931 shares; 2024Q4: 59,736 shares; 2025Q1: 73,481 shares; 2025Q2: 75,703 shares; 2025Q3: 88,416 shares; 2025Q4: 91,678 shares; 2026Q1: 90,636 shares 90,636 $19.4M 0.46% -1,042 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,259 shares; 2024Q4: 204,503 shares; 2025Q1: 196,044 shares; 2025Q2: 167,334 shares; 2025Q3: 186,785 shares; 2025Q4: 202,192 shares; 2026Q1: 239,253 shares 239,253 $18.8M 0.45% +37,061 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: 29,036 shares; 2024Q4: 122,832 shares; 2025Q1: 107,968 shares; 2025Q2: 128,722 shares; 2025Q3: 249,426 shares; 2025Q4: 295,655 shares; 2026Q1: 314,927 shares 314,927 $18.3M 0.43% +19,272 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,445 shares; 2024Q4: 320,201 shares; 2025Q1: 351,674 shares; 2025Q2: 272,995 shares; 2025Q3: 348,551 shares; 2025Q4: 341,443 shares; 2026Q1: 366,292 shares 366,292 $18.1M 0.43% +24,849 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly 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: 540,734 shares; 2025Q4: 542,172 shares; 2026Q1: 517,363 shares 517,363 $17.8M 0.42% -24,809 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: 165,553 shares; 2024Q4: 187,170 shares; 2025Q1: 190,573 shares; 2025Q2: 189,409 shares; 2025Q3: 280,366 shares; 2025Q4: 232,079 shares; 2026Q1: 228,674 shares 228,674 $17.7M 0.42% -3,405 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: 11,601 shares; 2024Q4: 13,842 shares; 2025Q1: 13,937 shares; 2025Q2: 13,000 shares; 2025Q3: 14,988 shares; 2025Q4: 67,359 shares; 2026Q1: 55,099 shares 55,099 $17.7M 0.42% -12,260 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,255 shares; 2025Q1: 78,274 shares; 2025Q2: 75,514 shares; 2025Q3: 85,557 shares; 2025Q4: 80,455 shares; 2026Q1: 82,687 shares 82,687 $17.7M 0.42% +2,232 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: 76,329 shares; 2024Q4: 86,339 shares; 2025Q1: 87,954 shares; 2025Q2: 87,628 shares; 2025Q3: 311,556 shares; 2025Q4: 333,960 shares; 2026Q1: 387,094 shares 387,094 $17.7M 0.42% +53,134 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 3,044 shares; 2025Q1: 4,157 shares; 2025Q2: 3,522 shares; 2025Q3: 144,917 shares; 2025Q4: 146,377 shares; 2026Q1: 159,380 shares 159,380 $17.4M 0.41% +13,003 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: 52,968 shares; 2024Q4: 92,056 shares; 2025Q1: 107,181 shares; 2025Q2: 97,118 shares; 2025Q3: 137,108 shares; 2025Q4: 89,997 shares; 2026Q1: 83,646 shares 83,646 $17.3M 0.41% -6,351 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: 36,520 shares; 2024Q4: 42,000 shares; 2025Q1: 43,221 shares; 2025Q2: 47,154 shares; 2025Q3: 55,851 shares; 2025Q4: 57,631 shares; 2026Q1: 56,770 shares 56,770 $17.2M 0.41% -861 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,536 shares; 2025Q2: 457,030 shares; 2025Q3: 486,283 shares; 2025Q4: 440,614 shares; 2026Q1: 766,470 shares 766,470 $17.1M 0.41% +325,856 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,611 shares; 2024Q4: 541,563 shares; 2025Q1: 572,693 shares; 2025Q2: 593,760 shares; 2025Q3: 685,018 shares; 2025Q4: 749,986 shares; 2026Q1: 924,872 shares 924,872 $16.4M 0.39% +174,886 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: 63,949 shares; 2024Q4: 69,818 shares; 2025Q1: 74,756 shares; 2025Q2: 71,003 shares; 2025Q3: 78,065 shares; 2025Q4: 79,669 shares; 2026Q1: 81,923 shares 81,923 $15.8M 0.37% +2,254 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: 128,794 shares; 2024Q4: 133,785 shares; 2025Q1: 145,348 shares; 2025Q2: 98,810 shares; 2025Q3: 158,536 shares; 2025Q4: 159,360 shares; 2026Q1: 158,126 shares 158,126 $15.4M 0.36% -1,234 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: 29,831 shares; 2024Q4: 37,922 shares; 2025Q1: 39,401 shares; 2025Q2: 40,944 shares; 2025Q3: 44,577 shares; 2025Q4: 42,345 shares; 2026Q1: 68,818 shares 68,818 $15M 0.35% +26,473 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: 68,005 shares; 2024Q4: 114,258 shares; 2025Q1: 122,092 shares; 2025Q2: 124,912 shares; 2025Q3: 167,959 shares; 2025Q4: 118,175 shares; 2026Q1: 124,075 shares 124,075 $14.9M 0.35% +5,900 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: 105,535 shares; 2024Q4: 140,029 shares; 2025Q1: 170,076 shares; 2025Q2: 164,135 shares; 2025Q3: 167,025 shares; 2025Q4: 199,121 shares; 2026Q1: 183,114 shares 183,114 $14.6M 0.35% -16,007 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,319 shares; 2024Q4: 21,951 shares; 2025Q1: 23,260 shares; 2025Q2: 24,035 shares; 2025Q3: 153,000 shares; 2025Q4: 158,287 shares; 2026Q1: 174,457 shares 174,457 $13.9M 0.33% +16,170 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: 44,934 shares; 2024Q4: 50,662 shares; 2025Q1: 49,250 shares; 2025Q2: 48,458 shares; 2025Q3: 57,240 shares; 2025Q4: 56,998 shares; 2026Q1: 56,584 shares 56,584 $13.8M 0.33% -414 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: 141,107 shares; 2024Q4: 150,968 shares; 2025Q1: 151,365 shares; 2025Q2: 112,638 shares; 2025Q3: 156,926 shares; 2025Q4: 152,933 shares; 2026Q1: 151,010 shares 151,010 $13.4M 0.32% -1,923 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,279 shares; 2024Q4: 33,343 shares; 2025Q1: 35,308 shares; 2025Q2: 52,683 shares; 2025Q3: 612,946 shares; 2025Q4: 597,794 shares; 2026Q1: 626,981 shares 626,981 $13.4M 0.32% +29,187 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: 40,607 shares; 2024Q4: 42,979 shares; 2025Q1: 44,294 shares; 2025Q2: 17,492 shares; 2025Q3: 48,722 shares; 2025Q4: 48,372 shares; 2026Q1: 49,679 shares 49,679 $13M 0.31% +1,307 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: 34,487 shares; 2024Q4: 35,857 shares; 2025Q1: 89,560 shares; 2025Q2: 89,090 shares; 2025Q3: 83,476 shares; 2025Q4: 88,539 shares; 2026Q1: 86,958 shares 86,958 $12.4M 0.29% -1,581 Timeline IVLU 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: 292,498 shares; 2025Q1: 293,268 shares; 2025Q2: 289,990 shares; 2025Q3: 289,162 shares; 2025Q4: 308,173 shares; 2026Q1: 310,270 shares 310,270 $12.3M 0.29% +2,097 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: 68,898 shares; 2024Q4: 118,497 shares; 2025Q1: 128,801 shares; 2025Q2: 183,973 shares; 2025Q3: 140,017 shares; 2025Q4: 259,306 shares; 2026Q1: 198,687 shares 198,687 $12.2M 0.29% -60,619 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: 68,082 shares; 2024Q4: 73,265 shares; 2025Q1: 81,456 shares; 2025Q2: 75,770 shares; 2025Q3: 95,550 shares; 2025Q4: 95,919 shares; 2026Q1: 94,515 shares 94,515 $11.7M 0.28% -1,404 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: 35,590 shares; 2024Q4: 53,206 shares; 2025Q1: 88,608 shares; 2025Q2: 94,334 shares; 2025Q3: 106,158 shares; 2025Q4: 103,016 shares; 2026Q1: 103,244 shares 103,244 $11.7M 0.28% +228 Timeline BSJS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529,399 shares 529,399 $11.5M 0.27% new 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: 205,047 shares; 2024Q4: 211,114 shares; 2025Q1: 217,938 shares; 2025Q2: 209,689 shares; 2025Q3: 243,282 shares; 2025Q4: 236,277 shares; 2026Q1: 235,371 shares 235,371 $11.5M 0.27% -906 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,570 shares; 2024Q4: 223,148 shares; 2025Q1: 258,576 shares; 2025Q2: 340,967 shares; 2025Q3: 388,457 shares; 2025Q4: 435,444 shares; 2026Q1: 492,684 shares 492,684 $11M 0.26% +57,240 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: 77,415 shares; 2024Q4: 79,542 shares; 2025Q1: 86,819 shares; 2025Q2: 90,203 shares; 2025Q3: 113,995 shares; 2025Q4: 118,119 shares; 2026Q1: 114,078 shares 114,078 $10.6M 0.25% -4,041 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: 8,037 shares; 2024Q4: 34,450 shares; 2025Q1: 102,477 shares; 2025Q2: 184,879 shares; 2025Q3: 191,780 shares; 2025Q4: 196,077 shares; 2026Q1: 210,798 shares 210,798 $10.5M 0.25% +14,721 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: 19,885 shares; 2024Q4: 23,758 shares; 2025Q1: 26,560 shares; 2025Q2: 27,856 shares; 2025Q3: 33,132 shares; 2025Q4: 33,868 shares; 2026Q1: 31,489 shares 31,489 $10.4M 0.25% -2,379 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: 22,087 shares; 2024Q4: 23,907 shares; 2025Q1: 31,026 shares; 2025Q2: 37,176 shares; 2025Q3: 40,756 shares; 2025Q4: 39,857 shares; 2026Q1: 42,451 shares 42,451 $10.3M 0.24% +2,594 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: 50,231 shares; 2024Q4: 50,911 shares; 2025Q1: 89,930 shares; 2025Q2: 92,088 shares; 2025Q3: 89,557 shares; 2025Q4: 93,339 shares; 2026Q1: 102,025 shares 102,025 $10.3M 0.24% +8,686 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: 28,370 shares; 2024Q4: 52,590 shares; 2025Q1: 66,982 shares; 2025Q2: 101,794 shares; 2025Q3: 124,573 shares; 2025Q4: 280,541 shares; 2026Q1: 413,682 shares 413,682 $10.2M 0.24% +133,141 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: 23,151 shares; 2024Q4: 36,164 shares; 2025Q1: 42,476 shares; 2025Q2: 42,083 shares; 2025Q3: 85,114 shares; 2025Q4: 92,009 shares; 2026Q1: 68,662 shares 68,662 $10M 0.24% -23,347 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: 8,336 shares; 2024Q4: 13,310 shares; 2025Q1: 12,377 shares; 2025Q2: 13,801 shares; 2025Q3: 17,664 shares; 2025Q4: 18,383 shares; 2026Q1: 16,630 shares 16,630 $9.94M 0.24% -1,753 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: 54,214 shares; 2024Q4: 53,526 shares; 2025Q1: 54,748 shares; 2025Q2: 24,733 shares; 2025Q3: 50,164 shares; 2025Q4: 49,808 shares; 2026Q1: 53,709 shares 53,709 $9.9M 0.23% +3,901 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: 157,146 shares; 2024Q4: 165,406 shares; 2025Q1: 168,071 shares; 2025Q2: 166,436 shares; 2025Q3: 156,577 shares; 2025Q4: 157,049 shares; 2026Q1: 157,780 shares 157,780 $9.89M 0.23% +731 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: 7,298 shares; 2024Q4: 95,135 shares; 2025Q1: 72,686 shares; 2025Q2: 74,921 shares; 2025Q3: 114,496 shares; 2025Q4: 91,524 shares; 2026Q1: 88,493 shares 88,493 $9.86M 0.23% -3,031 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: 111,705 shares; 2024Q4: 121,281 shares; 2025Q1: 160,606 shares; 2025Q2: 181,222 shares; 2025Q3: 174,714 shares; 2025Q4: 213,026 shares; 2026Q1: 88,851 shares 88,851 $9.85M 0.23% -124,175 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: 7,543 shares; 2024Q4: 9,557 shares; 2025Q1: 17,926 shares; 2025Q2: 18,475 shares; 2025Q3: 20,248 shares; 2025Q4: 20,619 shares; 2026Q1: 13,720 shares 13,720 $9.72M 0.23% -6,899 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: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 6,656 shares; 2025Q2: 7,101 shares; 2025Q3: 8,129 shares; 2025Q4: 81,701 shares; 2026Q1: 100,772 shares 100,772 $9.69M 0.23% +19,071 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: 50,480 shares; 2024Q4: 74,794 shares; 2025Q1: 77,458 shares; 2025Q2: 80,185 shares; 2025Q3: 160,160 shares; 2025Q4: 130,991 shares; 2026Q1: 153,986 shares 153,986 $9.34M 0.22% +22,995 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: 114,226 shares; 2024Q4: 125,777 shares; 2025Q1: 136,944 shares; 2025Q2: 142,610 shares; 2025Q3: 165,547 shares; 2025Q4: 168,152 shares; 2026Q1: 170,674 shares 170,674 $9.22M 0.22% +2,522 Timeline VRP 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: 442,678 shares; 2024Q4: 396,951 shares; 2025Q1: 375,485 shares; 2025Q2: 391,247 shares; 2025Q3: 399,751 shares; 2025Q4: 416,718 shares; 2026Q1: 383,416 shares 383,416 $9.19M 0.22% -33,302 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,539 shares; 2024Q4: 52,295 shares; 2025Q1: 57,364 shares; 2025Q2: 59,257 shares; 2025Q3: 63,797 shares; 2025Q4: 99,732 shares; 2026Q1: 63,398 shares 63,398 $9.17M 0.22% -36,334 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: 24,676 shares; 2024Q4: 25,786 shares; 2025Q1: 26,156 shares; 2025Q2: 28,513 shares; 2025Q3: 30,609 shares; 2025Q4: 27,746 shares; 2026Q1: 25,624 shares 25,624 $9.16M 0.22% -2,122 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,039 shares; 2025Q1: 8,643 shares; 2025Q2: 8,804 shares; 2025Q3: 13,812 shares; 2025Q4: 11,577 shares; 2026Q1: 9,480 shares 9,480 $9.12M 0.22% -2,097 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: 50,549 shares; 2024Q4: 51,091 shares; 2025Q1: 54,334 shares; 2025Q2: 50,772 shares; 2025Q3: 60,393 shares; 2025Q4: 60,089 shares; 2026Q1: 62,382 shares 62,382 $9.01M 0.21% +2,293 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 23,763 shares; 2025Q1: 21,423 shares; 2025Q2: 22,845 shares; 2025Q3: 39,140 shares; 2025Q4: 82,023 shares; 2026Q1: 111,066 shares 111,066 $8.95M 0.21% +29,043 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: 239,153 shares; 2024Q4: 221,469 shares; 2025Q1: 218,972 shares; 2025Q2: 204,464 shares; 2025Q3: 203,105 shares; 2025Q4: 199,819 shares; 2026Q1: 200,335 shares 200,335 $8.95M 0.21% +516 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,418 shares; 2024Q4: 106,529 shares; 2025Q1: 120,799 shares; 2025Q2: 128,132 shares; 2025Q3: 151,101 shares; 2025Q4: 166,379 shares; 2026Q1: 178,790 shares 178,790 $8.91M 0.21% +12,411 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,530 shares; 2025Q1: 246,795 shares; 2025Q2: 242,913 shares; 2025Q3: 336,122 shares; 2025Q4: 369,548 shares; 2026Q1: 380,755 shares 380,755 $8.84M 0.21% +11,207 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: 213,026 shares; 2024Q4: 215,080 shares; 2025Q1: 212,919 shares; 2025Q2: 211,031 shares; 2025Q3: 206,413 shares; 2025Q4: 202,068 shares; 2026Q1: 198,018 shares 198,018 $8.65M 0.2% -4,050 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: 13,108 shares; 2024Q4: 13,663 shares; 2025Q1: 14,353 shares; 2025Q2: 15,469 shares; 2025Q3: 15,687 shares; 2025Q4: 16,674 shares; 2026Q1: 20,051 shares 20,051 $8.53M 0.2% +3,377 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: 64,686 shares; 2024Q4: 66,772 shares; 2025Q1: 70,016 shares; 2025Q2: 84,049 shares; 2025Q3: 99,656 shares; 2025Q4: 99,335 shares; 2026Q1: 86,458 shares 86,458 $8.4M 0.2% -12,877 Timeline EMB 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: 51,988 shares; 2024Q4: 64,726 shares; 2025Q1: 71,122 shares; 2025Q2: 71,827 shares; 2025Q3: 94,289 shares; 2025Q4: 95,865 shares; 2026Q1: 88,865 shares 88,865 $8.35M 0.2% -7,000 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: 32,427 shares; 2024Q4: 132,954 shares; 2025Q1: 147,531 shares; 2025Q2: 129,750 shares; 2025Q3: 157,026 shares; 2025Q4: 173,428 shares; 2026Q1: 180,265 shares 180,265 $8.33M 0.2% +6,837 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: 43,285 shares; 2024Q4: 44,217 shares; 2025Q1: 45,768 shares; 2025Q2: 47,869 shares; 2025Q3: 57,976 shares; 2025Q4: 54,792 shares; 2026Q1: 59,585 shares 59,585 $8.3M 0.2% +4,793 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: 45,951 shares; 2024Q4: 57,766 shares; 2025Q1: 53,646 shares; 2025Q2: 99,057 shares; 2025Q3: 70,369 shares; 2025Q4: 73,053 shares; 2026Q1: 81,950 shares 81,950 $8.14M 0.19% +8,897 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: 176,165 shares; 2024Q4: 169,514 shares; 2025Q1: 164,938 shares; 2025Q2: 160,780 shares; 2025Q3: 142,808 shares; 2025Q4: 136,623 shares; 2026Q1: 133,501 shares 133,501 $8.07M 0.19% -3,122 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 106,639 shares 106,639 $8.03M 0.19% new 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: 66,963 shares; 2024Q4: 89,199 shares; 2025Q1: 153,547 shares; 2025Q2: 141,266 shares; 2025Q3: 146,737 shares; 2025Q4: 240,483 shares; 2026Q1: 73,171 shares 73,171 $7.97M 0.19% -167,312 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: 4,980 shares; 2024Q4: 10,756 shares; 2025Q1: 13,524 shares; 2025Q2: 14,308 shares; 2025Q3: 18,032 shares; 2025Q4: 19,043 shares; 2026Q1: 21,417 shares 21,417 $7.96M 0.19% +2,374 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: 133,184 shares; 2024Q4: 150,235 shares; 2025Q1: 141,250 shares; 2025Q2: 131,308 shares; 2025Q3: 161,671 shares; 2025Q4: 166,276 shares; 2026Q1: 157,264 shares 157,264 $7.96M 0.19% -9,012 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,139 shares; 2024Q4: 654,660 shares; 2025Q1: 1,123,376 shares; 2025Q2: 1,082,054 shares; 2025Q3: 714,764 shares; 2025Q4: 715,471 shares; 2026Q1: 341,778 shares 341,778 $7.92M 0.19% -373,693 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: 14,610 shares; 2024Q4: 17,166 shares; 2025Q1: 21,252 shares; 2025Q2: 23,214 shares; 2025Q3: 25,254 shares; 2025Q4: 24,521 shares; 2026Q1: 23,880 shares 23,880 $7.85M 0.19% -641 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: 3,935 shares; 2024Q4: 4,050 shares; 2025Q1: 3,697 shares; 2025Q2: 4,089 shares; 2025Q3: 5,421 shares; 2025Q4: 8,133 shares; 2026Q1: 8,827 shares 8,827 $7.64M 0.18% +694 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,282 shares; 2024Q4: 152,026 shares; 2025Q1: 174,899 shares; 2025Q2: 194,425 shares; 2025Q3: 340,764 shares; 2025Q4: 152,969 shares; 2026Q1: 263,838 shares 263,838 $7.57M 0.18% +110,869 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: 11,824 shares; 2024Q4: 79,263 shares; 2025Q1: 68,164 shares; 2025Q2: 61,082 shares; 2025Q3: 67,615 shares; 2025Q4: 68,441 shares; 2026Q1: 69,788 shares 69,788 $7.41M 0.18% +1,347 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: 113,650 shares; 2024Q4: 120,196 shares; 2025Q1: 87,191 shares; 2025Q2: 78,140 shares; 2025Q3: 109,557 shares; 2025Q4: 127,520 shares; 2026Q1: 123,515 shares 123,515 $7.38M 0.17% -4,005 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: 4,618 shares; 2024Q4: 6,048 shares; 2025Q1: 5,722 shares; 2025Q2: 4,207 shares; 2025Q3: 10,502 shares; 2025Q4: 6,650 shares; 2026Q1: 8,715 shares 8,715 $7.37M 0.17% +2,065 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly 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: 200,349 shares; 2026Q1: 172,980 shares 172,980 $7.3M 0.17% -27,369 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,028 shares; 2024Q4: 17,154 shares; 2025Q1: 9,578 shares; 2025Q2: 14,199 shares; 2025Q3: 63,357 shares; 2025Q4: 65,388 shares; 2026Q1: 145,941 shares 145,941 $7.29M 0.17% +80,553 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,863 shares; 2025Q1: 34,441 shares; 2025Q2: 42,594 shares; 2025Q3: 22,263 shares; 2025Q4: 21,925 shares; 2026Q1: 36,694 shares 36,694 $7.24M 0.17% +14,769 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: 38,556 shares; 2024Q4: 40,868 shares; 2025Q1: 40,373 shares; 2025Q2: 28,235 shares; 2025Q3: 27,802 shares; 2025Q4: 29,144 shares; 2026Q1: 29,149 shares 29,149 $7.23M 0.17% +5 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: 33,326 shares; 2024Q4: 36,492 shares; 2025Q1: 37,434 shares; 2025Q2: 11,063 shares; 2025Q3: 33,297 shares; 2025Q4: 33,827 shares; 2026Q1: 33,033 shares 33,033 $7.18M 0.17% -794 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: 74,720 shares; 2024Q4: 84,175 shares; 2025Q1: 86,881 shares; 2025Q2: 76,479 shares; 2025Q3: 86,992 shares; 2025Q4: 87,872 shares; 2026Q1: 93,824 shares 93,824 $7.14M 0.17% +5,952 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: 15,755 shares; 2024Q4: 17,887 shares; 2025Q1: 19,109 shares; 2025Q2: 17,075 shares; 2025Q3: 21,183 shares; 2025Q4: 20,155 shares; 2026Q1: 22,943 shares 22,943 $7.13M 0.17% +2,788 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,193 shares; 2025Q2: 1,216,115 shares; 2025Q3: 2,659,347 shares; 2025Q4: 2,674,833 shares; 2026Q1: 2,400,673 shares 2,400,673 $7.01M 0.17% -274,160 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: 18,835 shares; 2024Q4: 16,265 shares; 2025Q1: 37,228 shares; 2025Q2: 20,595 shares; 2025Q3: 21,605 shares; 2025Q4: 20,345 shares; 2026Q1: 20,602 shares 20,602 $6.96M 0.16% +257 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: 4,549 shares; 2024Q4: 26,341 shares; 2025Q1: 39,692 shares; 2025Q2: 11,310 shares; 2025Q3: 11,796 shares; 2025Q4: 11,030 shares; 2026Q1: 138,082 shares 138,082 $6.9M 0.16% +127,052 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: 3,642 shares; 2024Q4: 46,262 shares; 2025Q1: 322,863 shares; 2025Q2: 44,256 shares; 2025Q3: 41,798 shares; 2025Q4: 39,584 shares; 2026Q1: 37,755 shares 37,755 $6.85M 0.16% -1,829 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: 33,968 shares; 2024Q4: 41,084 shares; 2025Q1: 42,812 shares; 2025Q2: 44,195 shares; 2025Q3: 53,323 shares; 2025Q4: 52,407 shares; 2026Q1: 86,834 shares 86,834 $6.81M 0.16% +34,427 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: 10,605 shares; 2024Q4: 12,398 shares; 2025Q1: 11,914 shares; 2025Q2: 11,419 shares; 2025Q3: 11,873 shares; 2025Q4: 22,876 shares; 2026Q1: 27,848 shares 27,848 $6.77M 0.16% +4,972 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: not reported; 2024Q4: 41,951 shares; 2025Q1: 44,110 shares; 2025Q2: 48,288 shares; 2025Q3: 61,490 shares; 2025Q4: 67,549 shares; 2026Q1: 70,720 shares 70,720 $6.71M 0.16% +3,171 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: 41,498 shares; 2024Q4: 45,803 shares; 2025Q1: 47,884 shares; 2025Q2: 50,274 shares; 2025Q3: 55,630 shares; 2025Q4: 57,286 shares; 2026Q1: 63,918 shares 63,918 $6.56M 0.16% +6,632 Timeline VTEI 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: 36,397 shares; 2025Q2: 34,143 shares; 2025Q3: 44,880 shares; 2025Q4: 64,754 shares; 2026Q1: 65,652 shares 65,652 $6.56M 0.16% +898 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,362 shares; 2025Q1: 119,787 shares; 2025Q2: 99,147 shares; 2025Q3: 82,949 shares; 2025Q4: 41,606 shares; 2026Q1: 66,843 shares 66,843 $6.51M 0.15% +25,237 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: 16,971 shares; 2024Q4: 88,397 shares; 2025Q1: 90,119 shares; 2025Q2: 84,183 shares; 2025Q3: 82,663 shares; 2025Q4: 82,997 shares; 2026Q1: 82,209 shares 82,209 $6.5M 0.15% -788 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: not reported; 2024Q4: not reported; 2025Q1: 9,681 shares; 2025Q2: 16,106 shares; 2025Q3: 22,894 shares; 2025Q4: 25,098 shares; 2026Q1: 25,776 shares 25,776 $6.46M 0.15% +678 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly 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: 58,536 shares; 2025Q4: 58,536 shares; 2026Q1: 58,536 shares 58,536 $6.46M 0.15% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,073 shares; 2025Q1: 58,614 shares; 2025Q2: 68,607 shares; 2025Q3: 97,351 shares; 2025Q4: 125,182 shares; 2026Q1: 123,529 shares 123,529 $6.41M 0.15% -1,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 6,175 shares; 2025Q4: 5,875 shares; 2026Q1: 9,084 shares 9,084 $6.34M 0.15% +3,209 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: 22,820 shares; 2024Q4: 24,834 shares; 2025Q1: 24,323 shares; 2025Q2: 26,662 shares; 2025Q3: 23,972 shares; 2025Q4: 42,436 shares; 2026Q1: 31,817 shares 31,817 $6.31M 0.15% -10,619 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,423 shares; 2024Q4: 93,738 shares; 2025Q1: 115,766 shares; 2025Q2: 151,672 shares; 2025Q3: 179,485 shares; 2025Q4: 214,339 shares; 2026Q1: 231,583 shares 231,583 $6.29M 0.15% +17,244 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: 35,970 shares; 2024Q4: 33,869 shares; 2025Q1: 31,000 shares; 2025Q2: 25,214 shares; 2025Q3: 25,808 shares; 2025Q4: 24,407 shares; 2026Q1: 22,996 shares 22,996 $6.22M 0.15% -1,411 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: 2,737 shares; 2024Q4: 2,576 shares; 2025Q1: 13,081 shares; 2025Q2: 17,448 shares; 2025Q3: 20,734 shares; 2025Q4: 19,828 shares; 2026Q1: 19,497 shares 19,497 $6.2M 0.15% -331 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: 69,566 shares; 2025Q3: 102,404 shares; 2025Q4: 116,887 shares; 2026Q1: 144,819 shares 144,819 $6.16M 0.15% +27,932 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: 2,616 shares; 2024Q4: 10,333 shares; 2025Q1: 16,313 shares; 2025Q2: 15,797 shares; 2025Q3: 16,382 shares; 2025Q4: 16,330 shares; 2026Q1: 17,068 shares 17,068 $6.09M 0.14% +738 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: 46,080 shares; 2024Q4: 58,188 shares; 2025Q1: 93,965 shares; 2025Q2: 84,821 shares; 2025Q3: 142,010 shares; 2025Q4: 144,441 shares; 2026Q1: 153,726 shares 153,726 $6.06M 0.14% +9,285 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: 186,542 shares; 2024Q4: 193,619 shares; 2025Q1: 199,305 shares; 2025Q2: 143,867 shares; 2025Q3: 216,775 shares; 2025Q4: 141,387 shares; 2026Q1: 122,304 shares 122,304 $6.04M 0.14% -19,083 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: 34,665 shares; 2024Q4: 36,271 shares; 2025Q1: 44,477 shares; 2025Q2: 46,678 shares; 2025Q3: 41,301 shares; 2025Q4: 44,246 shares; 2026Q1: 48,107 shares 48,107 $6.02M 0.14% +3,861 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,015 shares; 2025Q1: 1,580 shares; 2025Q2: 28,492 shares; 2025Q3: 15,650 shares; 2025Q4: 33,175 shares; 2026Q1: 33,098 shares 33,098 $6.02M 0.14% -77 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: 10,081 shares; 2024Q4: 20,849 shares; 2025Q1: 23,412 shares; 2025Q2: 23,532 shares; 2025Q3: 32,207 shares; 2025Q4: 33,120 shares; 2026Q1: 37,203 shares 37,203 $5.94M 0.14% +4,083 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: 60,570 shares; 2024Q4: 62,292 shares; 2025Q1: 61,389 shares; 2025Q2: 62,113 shares; 2025Q3: 70,237 shares; 2025Q4: 91,589 shares; 2026Q1: 103,177 shares 103,177 $5.86M 0.14% +11,588 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: 8,458 shares; 2024Q4: 9,950 shares; 2025Q1: 10,458 shares; 2025Q2: 10,958 shares; 2025Q3: 11,790 shares; 2025Q4: 11,796 shares; 2026Q1: 11,824 shares 11,824 $5.81M 0.14% +28 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,029 shares; 2024Q4: 149,059 shares; 2025Q1: 165,613 shares; 2025Q2: 170,269 shares; 2025Q3: 273,650 shares; 2025Q4: 358,273 shares; 2026Q1: 165,331 shares 165,331 $5.81M 0.14% -192,942 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: 46,423 shares; 2024Q4: 50,916 shares; 2025Q1: 64,435 shares; 2025Q2: 70,095 shares; 2025Q3: 94,198 shares; 2025Q4: 83,704 shares; 2026Q1: 80,297 shares 80,297 $5.78M 0.14% -3,407 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: 16,794 shares; 2024Q4: 23,745 shares; 2025Q1: 20,375 shares; 2025Q2: 17,733 shares; 2025Q3: 22,049 shares; 2025Q4: 22,182 shares; 2026Q1: 25,389 shares 25,389 $5.74M 0.14% +3,207 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,257 shares; 2024Q4: 40,165 shares; 2025Q1: 41,253 shares; 2025Q2: 42,249 shares; 2025Q3: 45,336 shares; 2025Q4: 48,005 shares; 2026Q1: 49,440 shares 49,440 $5.72M 0.14% +1,435 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,718 shares; 2025Q2: 66,554 shares; 2025Q3: 105,891 shares; 2025Q4: 117,551 shares; 2026Q1: 124,698 shares 124,698 $5.72M 0.14% +7,147 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: 67,780 shares; 2024Q4: 52,133 shares; 2025Q1: 136,156 shares; 2025Q2: 83,249 shares; 2025Q3: 129,425 shares; 2025Q4: 74,483 shares; 2026Q1: 69,530 shares 69,530 $5.7M 0.13% -4,953 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,759 shares 28,759 $5.66M 0.13% new 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: 78,225 shares; 2024Q4: 82,594 shares; 2025Q1: 87,652 shares; 2025Q2: 83,595 shares; 2025Q3: 115,387 shares; 2025Q4: 120,939 shares; 2026Q1: 112,424 shares 112,424 $5.64M 0.13% -8,515 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: 24,606 shares; 2024Q4: 24,417 shares; 2025Q1: 39,918 shares; 2025Q2: 25,264 shares; 2025Q3: 29,175 shares; 2025Q4: 28,442 shares; 2026Q1: 27,644 shares 27,644 $5.62M 0.13% -798 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: 2,565 shares; 2024Q4: 9,521 shares; 2025Q1: 7,048 shares; 2025Q2: 6,988 shares; 2025Q3: 19,222 shares; 2025Q4: 19,571 shares; 2026Q1: 17,674 shares 17,674 $5.62M 0.13% -1,897 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,383 shares; 2025Q1: 5,030 shares; 2025Q2: 13,188 shares; 2025Q3: 13,916 shares; 2025Q4: 11,928 shares; 2026Q1: 46,099 shares 46,099 $5.53M 0.13% +34,171 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,679 shares; 2025Q4: 78,197 shares; 2026Q1: 62,078 shares 62,078 $5.49M 0.13% -16,119 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 23,502 shares; 2025Q1: 7,322 shares; 2025Q2: 63,691 shares; 2025Q3: 31,713 shares; 2025Q4: 35,767 shares; 2026Q1: 32,284 shares 32,284 $5.45M 0.13% -3,483 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: 41,706 shares; 2024Q4: 24,666 shares; 2025Q1: 47,309 shares; 2025Q2: 33,146 shares; 2025Q3: 48,145 shares; 2025Q4: 132,713 shares; 2026Q1: 118,160 shares 118,160 $5.42M 0.13% -14,553 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: 55,771 shares; 2024Q4: 62,264 shares; 2025Q1: 68,292 shares; 2025Q2: 67,820 shares; 2025Q3: 107,215 shares; 2025Q4: 59,849 shares; 2026Q1: 60,261 shares 60,261 $5.4M 0.13% +412 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,084 shares; 2025Q3: 108,513 shares; 2025Q4: 141,854 shares; 2026Q1: 163,804 shares 163,804 $5.4M 0.13% +21,950 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: 15,769 shares; 2024Q4: 16,111 shares; 2025Q1: 16,211 shares; 2025Q2: 7,975 shares; 2025Q3: 17,332 shares; 2025Q4: 18,244 shares; 2026Q1: 20,689 shares 20,689 $5.32M 0.13% +2,445 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: 11,719 shares; 2024Q4: 11,509 shares; 2025Q1: 15,685 shares; 2025Q2: 23,071 shares; 2025Q3: 23,352 shares; 2025Q4: 24,186 shares; 2026Q1: 24,702 shares 24,702 $5.31M 0.13% +516 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: 13,337 shares; 2024Q4: 30,574 shares; 2025Q1: 31,000 shares; 2025Q2: 19,734 shares; 2025Q3: 33,255 shares; 2025Q4: 33,135 shares; 2026Q1: 32,878 shares 32,878 $5.27M 0.12% -257 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: not reported; 2024Q4: 21,017 shares; 2025Q1: 38,560 shares; 2025Q2: 38,885 shares; 2025Q3: 38,835 shares; 2025Q4: 110,821 shares; 2026Q1: 110,867 shares 110,867 $5.21M 0.12% +46 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: 11,386 shares; 2024Q4: 12,489 shares; 2025Q1: 12,431 shares; 2025Q2: 13,101 shares; 2025Q3: 12,990 shares; 2025Q4: 12,909 shares; 2026Q1: 13,334 shares 13,334 $5.21M 0.12% +425 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 5,108 shares; 2025Q1: 6,630 shares; 2025Q2: 6,992 shares; 2025Q3: 7,984 shares; 2025Q4: 10,278 shares; 2026Q1: 10,486 shares 10,486 $5.2M 0.12% +208 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: 13,849 shares; 2024Q4: 36,999 shares; 2025Q1: 44,457 shares; 2025Q2: 29,481 shares; 2025Q3: 63,782 shares; 2025Q4: 45,734 shares; 2026Q1: 40,056 shares 40,056 $5.16M 0.12% -5,678 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: 7,593 shares; 2024Q4: 7,525 shares; 2025Q1: 7,525 shares; 2025Q2: 8,771 shares; 2025Q3: 8,595 shares; 2025Q4: 8,508 shares; 2026Q1: 8,298 shares 8,298 $5.12M 0.12% -210 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: 22,390 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,648 shares 38,648 $5.11M 0.12% new 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: 4,572 shares; 2024Q4: 7,075 shares; 2025Q1: 9,900 shares; 2025Q2: 10,143 shares; 2025Q3: 11,353 shares; 2025Q4: 11,500 shares; 2026Q1: 12,223 shares 12,223 $5.09M 0.12% +723 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: 4,588 shares; 2024Q4: 4,555 shares; 2025Q1: 4,703 shares; 2025Q2: 5,609 shares; 2025Q3: 5,685 shares; 2025Q4: 5,613 shares; 2026Q1: 5,675 shares 5,675 $5.08M 0.12% +62 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: not reported; 2026Q1: 54,734 shares 54,734 $5.07M 0.12% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,351 shares; 2025Q3: not reported; 2025Q4: 94,737 shares; 2026Q1: 97,587 shares 97,587 $5.06M 0.12% +2,850 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: 12,133 shares; 2024Q4: 49,154 shares; 2025Q1: 47,813 shares; 2025Q2: 53,352 shares; 2025Q3: 58,101 shares; 2025Q4: 50,204 shares; 2026Q1: 48,923 shares 48,923 $5.06M 0.12% -1,281 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,829 shares; 2025Q1: 35,526 shares; 2025Q2: 17,460 shares; 2025Q3: 44,177 shares; 2025Q4: 41,384 shares; 2026Q1: 41,173 shares 41,173 $5.06M 0.12% -211 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,547 shares; 2025Q1: 42,317 shares; 2025Q2: 27,547 shares; 2025Q3: 25,721 shares; 2025Q4: 8,275 shares; 2026Q1: 24,793 shares 24,793 $5.03M 0.12% +16,518 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: 17,076 shares; 2024Q4: 16,861 shares; 2025Q1: 16,713 shares; 2025Q2: 11,757 shares; 2025Q3: 37,927 shares; 2025Q4: 34,856 shares; 2026Q1: 34,472 shares 34,472 $5.02M 0.12% -384 Timeline BUYW 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,369 shares; 2026Q1: 356,092 shares 356,092 $5.01M 0.12% +253,723 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 1,297 shares; 2025Q1: 5,879 shares; 2025Q2: 14,691 shares; 2025Q3: 39,200 shares; 2025Q4: 23,033 shares; 2026Q1: 23,865 shares 23,865 $4.96M 0.12% +832 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: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 13,701 shares; 2025Q3: 12,146 shares; 2025Q4: 12,635 shares; 2026Q1: 12,737 shares 12,737 $4.88M 0.12% +102 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: 50,001 shares; 2024Q4: 78,926 shares; 2025Q1: 94,856 shares; 2025Q2: 94,528 shares; 2025Q3: 265,311 shares; 2025Q4: 154,096 shares; 2026Q1: 145,212 shares 145,212 $4.87M 0.12% -8,884 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: 30,957 shares; 2024Q4: 33,023 shares; 2025Q1: 39,896 shares; 2025Q2: 39,350 shares; 2025Q3: 91,762 shares; 2025Q4: 66,238 shares; 2026Q1: 40,612 shares 40,612 $4.82M 0.11% -25,626 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,084 shares; 2025Q2: 35,593 shares; 2025Q3: 33,315 shares; 2025Q4: 46,449 shares; 2026Q1: 47,496 shares 47,496 $4.8M 0.11% +1,047 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,141 shares; 2025Q2: 33,626 shares; 2025Q3: 94,603 shares; 2025Q4: 111,722 shares; 2026Q1: 132,399 shares 132,399 $4.8M 0.11% +20,677 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: 40,796 shares; 2024Q4: 41,376 shares; 2025Q1: 42,140 shares; 2025Q2: 40,159 shares; 2025Q3: 62,494 shares; 2025Q4: 34,739 shares; 2026Q1: 30,725 shares 30,725 $4.77M 0.11% -4,014 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: 30,198 shares; 2024Q4: 28,043 shares; 2025Q1: 31,005 shares; 2025Q2: 28,195 shares; 2025Q3: 40,503 shares; 2025Q4: 39,770 shares; 2026Q1: 50,747 shares 50,747 $4.77M 0.11% +10,977 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 21,127 shares; 2025Q1: 16,068 shares; 2025Q2: 20,218 shares; 2025Q3: 23,522 shares; 2025Q4: 29,655 shares; 2026Q1: 43,150 shares 43,150 $4.76M 0.11% +13,495 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 10,048 shares; 2025Q1: 8,986 shares; 2025Q2: 9,654 shares; 2025Q3: 12,107 shares; 2025Q4: 12,622 shares; 2026Q1: 9,533 shares 9,533 $4.76M 0.11% -3,089 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,657 shares; 2025Q1: 20,514 shares; 2025Q2: 21,115 shares; 2025Q3: 23,597 shares; 2025Q4: 28,170 shares; 2026Q1: 42,463 shares 42,463 $4.76M 0.11% +14,293 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: not reported; 2024Q4: 14,062 shares; 2025Q1: 14,266 shares; 2025Q2: 17,133 shares; 2025Q3: 17,644 shares; 2025Q4: 19,205 shares; 2026Q1: 152,376 shares 152,376 $4.67M 0.11% +133,171 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,218 shares; 2024Q4: 100,037 shares; 2025Q1: 108,387 shares; 2025Q2: 112,175 shares; 2025Q3: 91,655 shares; 2025Q4: 85,059 shares; 2026Q1: 93,304 shares 93,304 $4.65M 0.11% +8,245 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: 24,254 shares; 2024Q4: 22,601 shares; 2025Q1: 22,159 shares; 2025Q2: 10,162 shares; 2025Q3: 24,502 shares; 2025Q4: 25,880 shares; 2026Q1: 26,465 shares 26,465 $4.58M 0.11% +585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,504 shares; 2025Q4: 30,830 shares; 2026Q1: 34,921 shares 34,921 $4.58M 0.11% +4,091 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: 8,888 shares; 2024Q4: 16,178 shares; 2025Q1: 17,024 shares; 2025Q2: 15,239 shares; 2025Q3: 20,915 shares; 2025Q4: 20,666 shares; 2026Q1: 18,784 shares 18,784 $4.55M 0.11% -1,882 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: not reported; 2024Q4: 33,033 shares; 2025Q1: 39,206 shares; 2025Q2: 39,666 shares; 2025Q3: 64,569 shares; 2025Q4: 65,388 shares; 2026Q1: 198,436 shares 198,436 $4.55M 0.11% +133,048 Timeline XLG 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: 28,846 shares; 2025Q1: 56,416 shares; 2025Q2: 55,771 shares; 2025Q3: 93,912 shares; 2025Q4: 114,461 shares; 2026Q1: 81,641 shares 81,641 $4.45M 0.11% -32,820 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,081 shares; 2024Q4: 87,812 shares; 2025Q1: 93,346 shares; 2025Q2: 90,823 shares; 2025Q3: 85,698 shares; 2025Q4: 91,488 shares; 2026Q1: 101,987 shares 101,987 $4.45M 0.11% +10,499 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: 3,925 shares; 2024Q4: 10,427 shares; 2025Q1: 9,425 shares; 2025Q2: 7,858 shares; 2025Q3: 9,641 shares; 2025Q4: 11,493 shares; 2026Q1: 13,138 shares 13,138 $4.44M 0.11% +1,645 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: 15,556 shares; 2024Q4: 15,386 shares; 2025Q1: 14,030 shares; 2025Q2: 18,334 shares; 2025Q3: 30,111 shares; 2025Q4: 27,911 shares; 2026Q1: 23,331 shares 23,331 $4.36M 0.1% -4,580 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: 5,776 shares; 2024Q4: 7,242 shares; 2025Q1: 7,975 shares; 2025Q2: 11,046 shares; 2025Q3: 12,832 shares; 2025Q4: 9,931 shares; 2026Q1: 12,683 shares 12,683 $4.34M 0.1% +2,752 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,471 shares 35,471 $4.33M 0.1% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 20,884 shares; 2025Q1: 20,403 shares; 2025Q2: 19,491 shares; 2025Q3: 19,619 shares; 2025Q4: 22,835 shares; 2026Q1: 26,040 shares 26,040 $4.31M 0.1% +3,205 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: 143,561 shares; 2024Q4: 145,389 shares; 2025Q1: 147,475 shares; 2025Q2: 148,382 shares; 2025Q3: 114,621 shares; 2025Q4: 107,817 shares; 2026Q1: 246,943 shares 246,943 $4.28M 0.1% +139,126 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: 27,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,467 shares 62,467 $4.25M 0.1% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,460 shares; 2024Q4: 44,077 shares; 2025Q1: 44,950 shares; 2025Q2: 45,071 shares; 2025Q3: 47,648 shares; 2025Q4: 50,259 shares; 2026Q1: 53,295 shares 53,295 $4.22M 0.1% +3,036 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 701,433 shares; 2025Q1: 639,243 shares; 2025Q2: 641,226 shares; 2025Q3: 637,707 shares; 2025Q4: 770,224 shares; 2026Q1: 867,711 shares 867,711 $4.17M 0.1% +97,487 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,128 shares; 2024Q4: 53,507 shares; 2025Q1: 55,998 shares; 2025Q2: 56,885 shares; 2025Q3: 60,256 shares; 2025Q4: 60,438 shares; 2026Q1: 61,662 shares 61,662 $4.08M 0.1% +1,224 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: 161,349 shares; 2024Q4: 161,263 shares; 2025Q1: 142,384 shares; 2025Q2: 137,710 shares; 2025Q3: 126,278 shares; 2025Q4: 153,581 shares; 2026Q1: 162,013 shares 162,013 $4.01M 0.09% +8,432 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: 10,326 shares; 2024Q4: 8,322 shares; 2025Q1: 14,174 shares; 2025Q2: 27,668 shares; 2025Q3: 54,628 shares; 2025Q4: 24,252 shares; 2026Q1: 41,989 shares 41,989 $4.01M 0.09% +17,737 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: 26,123 shares; 2024Q4: 40,071 shares; 2025Q1: 40,095 shares; 2025Q2: 29,363 shares; 2025Q3: 37,866 shares; 2025Q4: 34,182 shares; 2026Q1: 33,777 shares 33,777 $4M 0.09% -405 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: 11,259 shares; 2024Q4: 18,010 shares; 2025Q1: 17,562 shares; 2025Q2: 9,550 shares; 2025Q3: 16,350 shares; 2025Q4: 21,058 shares; 2026Q1: 20,820 shares 20,820 $4M 0.09% -238 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: 47,109 shares; 2024Q4: 49,324 shares; 2025Q1: 50,440 shares; 2025Q2: 58,575 shares; 2025Q3: 69,440 shares; 2025Q4: 75,868 shares; 2026Q1: 86,897 shares 86,897 $3.97M 0.09% +11,029 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: 35,425 shares; 2024Q4: 45,214 shares; 2025Q1: 41,918 shares; 2025Q2: 42,399 shares; 2025Q3: 47,021 shares; 2025Q4: 60,973 shares; 2026Q1: 60,078 shares 60,078 $3.96M 0.09% -895 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 165,294 shares; 2025Q3: 169,065 shares; 2025Q4: 18,454 shares; 2026Q1: 97,136 shares 97,136 $3.96M 0.09% +78,682 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,175 shares; 2024Q4: 35,663 shares; 2025Q1: 40,630 shares; 2025Q2: 40,113 shares; 2025Q3: 105,233 shares; 2025Q4: 56,478 shares; 2026Q1: 64,512 shares 64,512 $3.96M 0.09% +8,034 Timeline MLPA 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: 78,898 shares; 2024Q4: 80,715 shares; 2025Q1: 72,326 shares; 2025Q2: 77,526 shares; 2025Q3: 76,384 shares; 2025Q4: 75,959 shares; 2026Q1: 73,114 shares 73,114 $3.94M 0.09% -2,845 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 12,081 shares; 2025Q1: 12,162 shares; 2025Q2: 7,426 shares; 2025Q3: 13,281 shares; 2025Q4: 12,704 shares; 2026Q1: 13,196 shares 13,196 $3.9M 0.09% +492 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: 21,012 shares; 2024Q4: 29,609 shares; 2025Q1: 32,402 shares; 2025Q2: 31,377 shares; 2025Q3: 41,481 shares; 2025Q4: 31,924 shares; 2026Q1: 33,741 shares 33,741 $3.88M 0.09% +1,817 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: not reported; 2024Q4: 19,741 shares; 2025Q1: 19,155 shares; 2025Q2: 60,585 shares; 2025Q3: 60,814 shares; 2025Q4: 60,781 shares; 2026Q1: 70,117 shares 70,117 $3.87M 0.09% +9,336 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,152 shares; 2024Q4: 120,862 shares; 2025Q1: 143,994 shares; 2025Q2: 143,647 shares; 2025Q3: 101,991 shares; 2025Q4: 103,128 shares; 2026Q1: 111,564 shares 111,564 $3.84M 0.09% +8,436 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 14,602 shares; 2025Q1: 15,625 shares; 2025Q2: 15,541 shares; 2025Q3: 15,400 shares; 2025Q4: 16,267 shares; 2026Q1: 18,367 shares 18,367 $3.84M 0.09% +2,100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,395 shares; 2024Q4: 39,847 shares; 2025Q1: 55,232 shares; 2025Q2: 59,181 shares; 2025Q3: 66,037 shares; 2025Q4: 61,635 shares; 2026Q1: 66,155 shares 66,155 $3.81M 0.09% +4,520 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: 12,686 shares; 2024Q4: 17,666 shares; 2025Q1: 19,558 shares; 2025Q2: 13,276 shares; 2025Q3: 21,204 shares; 2025Q4: 25,399 shares; 2026Q1: 29,087 shares 29,087 $3.81M 0.09% +3,688 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,748 shares; 2025Q1: 8,605 shares; 2025Q2: 4,757 shares; 2025Q3: 17,308 shares; 2025Q4: 11,293 shares; 2026Q1: 6,737 shares 6,737 $3.79M 0.09% -4,556 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: not reported; 2024Q4: 29,081 shares; 2025Q1: 36,956 shares; 2025Q2: 38,122 shares; 2025Q3: 39,506 shares; 2025Q4: 65,203 shares; 2026Q1: 40,734 shares 40,734 $3.79M 0.09% -24,469 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: 30,045 shares; 2024Q4: 44,080 shares; 2025Q1: 40,612 shares; 2025Q2: 49,914 shares; 2025Q3: 53,721 shares; 2025Q4: 69,522 shares; 2026Q1: 68,322 shares 68,322 $3.67M 0.09% -1,200 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: 12,752 shares; 2024Q4: 12,871 shares; 2025Q1: 13,775 shares; 2025Q2: 13,577 shares; 2025Q3: 14,849 shares; 2025Q4: 15,233 shares; 2026Q1: 15,943 shares 15,943 $3.66M 0.09% +710 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: 24,442 shares; 2024Q4: 30,869 shares; 2025Q1: 22,158 shares; 2025Q2: 16,670 shares; 2025Q3: 18,175 shares; 2025Q4: 20,511 shares; 2026Q1: 21,993 shares 21,993 $3.62M 0.09% +1,482 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: 25,131 shares; 2024Q4: 25,622 shares; 2025Q1: 30,553 shares; 2025Q2: 28,715 shares; 2025Q3: 26,386 shares; 2025Q4: 27,358 shares; 2026Q1: 27,253 shares 27,253 $3.61M 0.09% -105 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,830 shares; 2025Q1: 2,061 shares; 2025Q2: 1,029 shares; 2025Q3: 2,392 shares; 2025Q4: 2,629 shares; 2026Q1: 2,732 shares 2,732 $3.61M 0.09% +103 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,570 shares; 2025Q1: 78,060 shares; 2025Q2: 77,526 shares; 2025Q3: 77,694 shares; 2025Q4: 78,678 shares; 2026Q1: 78,354 shares 78,354 $3.57M 0.08% -324 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: 19,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,992 shares 57,992 $3.55M 0.08% new 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: 19,620 shares; 2024Q4: 22,411 shares; 2025Q1: 25,515 shares; 2025Q2: 18,844 shares; 2025Q3: 23,809 shares; 2025Q4: 23,370 shares; 2026Q1: 24,024 shares 24,024 $3.53M 0.08% +654 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: 34,191 shares; 2024Q4: 36,668 shares; 2025Q1: 35,838 shares; 2025Q2: 38,450 shares; 2025Q3: 43,073 shares; 2025Q4: 44,742 shares; 2026Q1: 42,820 shares 42,820 $3.5M 0.08% -1,922 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: 3,250 shares; 2024Q4: 3,816 shares; 2025Q1: 3,922 shares; 2025Q2: 3,661 shares; 2025Q3: 5,403 shares; 2025Q4: 7,042 shares; 2026Q1: 7,548 shares 7,548 $3.5M 0.08% +506 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: 24,899 shares; 2024Q4: 21,492 shares; 2025Q1: 21,956 shares; 2025Q2: 18,620 shares; 2025Q3: 142,268 shares; 2025Q4: 136,489 shares; 2026Q1: 35,468 shares 35,468 $3.49M 0.08% -101,021 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 20,929 shares; 2025Q1: 24,578 shares; 2025Q2: 23,274 shares; 2025Q3: 76,084 shares; 2025Q4: 37,270 shares; 2026Q1: 53,236 shares 53,236 $3.47M 0.08% +15,966 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,493 shares 128,493 $3.42M 0.08% new 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: not reported; 2024Q4: 41,086 shares; 2025Q1: 41,272 shares; 2025Q2: 40,372 shares; 2025Q3: 42,083 shares; 2025Q4: 40,646 shares; 2026Q1: 36,809 shares 36,809 $3.41M 0.08% -3,837 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: 14,647 shares; 2024Q4: 16,538 shares; 2025Q1: 16,656 shares; 2025Q2: 23,383 shares; 2025Q3: 26,081 shares; 2025Q4: 26,730 shares; 2026Q1: 22,205 shares 22,205 $3.36M 0.08% -4,525 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: not reported; 2024Q4: 9,330 shares; 2025Q1: 29,619 shares; 2025Q2: 28,412 shares; 2025Q3: 45,156 shares; 2025Q4: 64,385 shares; 2026Q1: 78,594 shares 78,594 $3.34M 0.08% +14,209 Timeline HEFA 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: 35,764 shares; 2024Q4: 37,644 shares; 2025Q1: 79,318 shares; 2025Q2: 64,187 shares; 2025Q3: 69,771 shares; 2025Q4: 74,604 shares; 2026Q1: 78,634 shares 78,634 $3.34M 0.08% +4,030 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,821 shares; 2026Q1: 48,692 shares 48,692 $3.33M 0.08% +44,871 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,950 shares; 2025Q3: 95,445 shares; 2025Q4: 143,352 shares; 2026Q1: 157,658 shares 157,658 $3.3M 0.08% +14,306 Timeline IBTH 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: 144,504 shares; 2026Q1: 147,191 shares 147,191 $3.3M 0.08% +2,687 Timeline IBTI 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: 144,539 shares; 2026Q1: 147,226 shares 147,226 $3.28M 0.08% +2,687 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 2,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,815 shares 23,815 $3.25M 0.08% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,797 shares; 2024Q4: 25,787 shares; 2025Q1: 26,790 shares; 2025Q2: 60,562 shares; 2025Q3: 67,800 shares; 2025Q4: 68,013 shares; 2026Q1: 69,562 shares 69,562 $3.23M 0.08% +1,549 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: 3,789 shares; 2024Q4: 4,210 shares; 2025Q1: 6,140 shares; 2025Q2: 4,453 shares; 2025Q3: 6,373 shares; 2025Q4: 6,345 shares; 2026Q1: 5,303 shares 5,303 $3.21M 0.08% -1,042 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,639 shares; 2025Q1: 4,607 shares; 2025Q2: 4,770 shares; 2025Q3: 4,960 shares; 2025Q4: 5,441 shares; 2026Q1: 13,785 shares 13,785 $3.18M 0.08% +8,344 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: 7,979 shares; 2024Q4: 9,823 shares; 2025Q1: 10,240 shares; 2025Q2: 8,948 shares; 2025Q3: 9,740 shares; 2025Q4: 12,212 shares; 2026Q1: 10,458 shares 10,458 $3.16M 0.07% -1,754 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,381 shares; 2025Q1: 29,199 shares; 2025Q2: 28,707 shares; 2025Q3: 24,494 shares; 2025Q4: 24,493 shares; 2026Q1: 33,597 shares 33,597 $3.16M 0.07% +9,104 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: 10,254 shares; 2024Q4: 7,995 shares; 2025Q1: 9,705 shares; 2025Q2: 10,046 shares; 2025Q3: 12,948 shares; 2025Q4: 14,973 shares; 2026Q1: 15,780 shares 15,780 $3.14M 0.07% +807 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: 15,568 shares; 2025Q1: 27,616 shares; 2025Q2: 28,419 shares; 2025Q3: 36,703 shares; 2025Q4: 43,384 shares; 2026Q1: 33,588 shares 33,588 $3.11M 0.07% -9,796 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 16,625 shares; 2025Q1: 27,489 shares; 2025Q2: 26,430 shares; 2025Q3: 28,785 shares; 2025Q4: 30,453 shares; 2026Q1: 32,596 shares 32,596 $3.09M 0.07% +2,143 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: 10,353 shares; 2024Q4: 10,996 shares; 2025Q1: 10,394 shares; 2025Q2: 10,717 shares; 2025Q3: 11,934 shares; 2025Q4: 12,165 shares; 2026Q1: 14,813 shares 14,813 $3.08M 0.07% +2,648 Timeline SHYM 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: 53,290 shares; 2025Q2: 48,456 shares; 2025Q3: 95,539 shares; 2025Q4: 138,686 shares; 2026Q1: 139,841 shares 139,841 $3.08M 0.07% +1,155 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: 6,796 shares; 2024Q4: 6,913 shares; 2025Q1: 7,235 shares; 2025Q2: 14,098 shares; 2025Q3: 27,158 shares; 2025Q4: 25,306 shares; 2026Q1: 23,882 shares 23,882 $3.06M 0.07% -1,424 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,522 shares; 2025Q1: 10,868 shares; 2025Q2: 10,359 shares; 2025Q3: 10,273 shares; 2025Q4: 10,209 shares; 2026Q1: 10,211 shares 10,211 $3.05M 0.07% +2 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,463 shares; 2025Q3: 42,821 shares; 2025Q4: 51,655 shares; 2026Q1: 60,766 shares 60,766 $3.04M 0.07% +9,111 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 18,178 shares; 2025Q1: 21,114 shares; 2025Q2: 21,495 shares; 2025Q3: 23,185 shares; 2025Q4: 36,360 shares; 2026Q1: 27,978 shares 27,978 $2.99M 0.07% -8,382 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: 89,726 shares; 2025Q4: 100,829 shares; 2026Q1: 113,741 shares 113,741 $2.98M 0.07% +12,912 Timeline VTEL 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: not reported; 2025Q2: not reported; 2025Q3: 19,843 shares; 2025Q4: 28,813 shares; 2026Q1: 29,051 shares 29,051 $2.98M 0.07% +238 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,051 shares; 2025Q2: 17,807 shares; 2025Q3: 20,034 shares; 2025Q4: 18,565 shares; 2026Q1: 82,213 shares 82,213 $2.97M 0.07% +63,648 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: 91,985 shares 91,985 $2.96M 0.07% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,325 shares; 2025Q1: 9,057 shares; 2025Q2: 57,858 shares; 2025Q3: 51,349 shares; 2025Q4: 51,747 shares; 2026Q1: 61,316 shares 61,316 $2.95M 0.07% +9,569 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377,182 shares; 2025Q1: 308,779 shares; 2025Q2: 184,350 shares; 2025Q3: 151,824 shares; 2025Q4: 10,208 shares; 2026Q1: 64,859 shares 64,859 $2.94M 0.07% +54,651 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: 16,814 shares; 2024Q4: 19,845 shares; 2025Q1: 27,609 shares; 2025Q2: 26,755 shares; 2025Q3: 34,134 shares; 2025Q4: 37,825 shares; 2026Q1: 42,895 shares 42,895 $2.93M 0.07% +5,070 Timeline PXH 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: 34,338 shares; 2025Q2: 35,082 shares; 2025Q3: 40,620 shares; 2025Q4: 52,191 shares; 2026Q1: 108,233 shares 108,233 $2.91M 0.07% +56,042 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,657 shares; 2024Q4: 19,271 shares; 2025Q1: 16,486 shares; 2025Q2: 26,789 shares; 2025Q3: 31,472 shares; 2025Q4: 86,318 shares; 2026Q1: 39,223 shares 39,223 $2.89M 0.07% -47,095 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,432 shares; 2025Q1: 10,474 shares; 2025Q2: 9,838 shares; 2025Q3: 14,275 shares; 2025Q4: 19,913 shares; 2026Q1: 19,652 shares 19,652 $2.87M 0.07% -261 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,016 shares; 2024Q4: 13,084 shares; 2025Q1: 10,733 shares; 2025Q2: 10,767 shares; 2025Q3: 11,725 shares; 2025Q4: 12,413 shares; 2026Q1: 12,024 shares 12,024 $2.86M 0.07% -389 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: 8,243 shares; 2024Q4: 10,505 shares; 2025Q1: 12,836 shares; 2025Q2: 16,870 shares; 2025Q3: 17,123 shares; 2025Q4: 18,473 shares; 2026Q1: 19,235 shares 19,235 $2.85M 0.07% +762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,851 shares; 2025Q3: 19,204 shares; 2025Q4: 12,455 shares; 2026Q1: 11,322 shares 11,322 $2.82M 0.07% -1,133 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,890 shares; 2025Q4: 2,954 shares; 2026Q1: 16,614 shares 16,614 $2.81M 0.07% +13,660 Timeline IT GARTNER INC More: the full row for GARTNER 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: 13,154 shares; 2026Q1: 17,734 shares 17,734 $2.81M 0.07% +4,580 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: 15,910 shares; 2024Q4: 22,364 shares; 2025Q1: 21,940 shares; 2025Q2: 24,544 shares; 2025Q3: 15,830 shares; 2025Q4: 11,154 shares; 2026Q1: 76,210 shares 76,210 $2.8M 0.07% +65,056 Timeline IEV 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: 43,933 shares; 2025Q1: 44,239 shares; 2025Q2: 43,065 shares; 2025Q3: 42,558 shares; 2025Q4: 42,558 shares; 2026Q1: 40,687 shares 40,687 $2.76M 0.07% -1,871 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 65,627 shares 65,627 $2.76M 0.07% 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: 23,431 shares; 2024Q4: 23,135 shares; 2025Q1: 24,960 shares; 2025Q2: 69,636 shares; 2025Q3: 69,348 shares; 2025Q4: 70,526 shares; 2026Q1: 70,976 shares 70,976 $2.76M 0.07% +450 Timeline CMF 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: 13,896 shares; 2025Q3: 37,217 shares; 2025Q4: 45,314 shares; 2026Q1: 48,250 shares 48,250 $2.74M 0.06% +2,936 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 9,188 shares; 2025Q1: 8,853 shares; 2025Q2: 9,319 shares; 2025Q3: 10,303 shares; 2025Q4: 10,139 shares; 2026Q1: 9,814 shares 9,814 $2.73M 0.06% -325 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,555 shares; 2024Q4: 14,234 shares; 2025Q1: 15,552 shares; 2025Q2: 14,737 shares; 2025Q3: 48,843 shares; 2025Q4: 26,700 shares; 2026Q1: 24,984 shares 24,984 $2.7M 0.06% -1,716 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,759 shares; 2025Q1: 31,185 shares; 2025Q2: 24,297 shares; 2025Q3: 24,297 shares; 2025Q4: 24,297 shares; 2026Q1: 24,297 shares 24,297 $2.68M 0.06% 0 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,690,973 shares; 2025Q1: 1,618,309 shares; 2025Q2: 1,546,014 shares; 2025Q3: 1,553,904 shares; 2025Q4: 1,721,520 shares; 2026Q1: 1,448,012 shares 1,448,012 $2.68M 0.06% -273,508 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 6,624 shares; 2025Q1: 9,207 shares; 2025Q2: 16,852 shares; 2025Q3: 73,425 shares; 2025Q4: 36,574 shares; 2026Q1: 33,159 shares 33,159 $2.67M 0.06% -3,415 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: 13,395 shares; 2024Q4: 22,576 shares; 2025Q1: 25,471 shares; 2025Q2: 25,434 shares; 2025Q3: 33,364 shares; 2025Q4: 34,184 shares; 2026Q1: 30,548 shares 30,548 $2.65M 0.06% -3,636 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,719 shares; 2025Q3: 249,908 shares; 2025Q4: 245,471 shares; 2026Q1: 257,876 shares 257,876 $2.65M 0.06% +12,405 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: 9,294 shares; 2024Q4: 129,069 shares; 2025Q1: 106,968 shares; 2025Q2: 88,032 shares; 2025Q3: 88,973 shares; 2025Q4: 93,377 shares; 2026Q1: 103,219 shares 103,219 $2.64M 0.06% +9,842 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 2,887 shares; 2025Q2: 2,692 shares; 2025Q3: 9,853 shares; 2025Q4: 5,162 shares; 2026Q1: 4,971 shares 4,971 $2.6M 0.06% -191 Timeline JVAL 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: 7,293 shares; 2025Q2: 14,375 shares; 2025Q3: 18,661 shares; 2025Q4: 29,773 shares; 2026Q1: 53,127 shares 53,127 $2.6M 0.06% +23,354 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,471 shares; 2025Q2: 31,928 shares; 2025Q3: 33,081 shares; 2025Q4: 25,864 shares; 2026Q1: 44,784 shares 44,784 $2.59M 0.06% +18,920 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,569 shares; 2024Q4: 78,654 shares; 2025Q1: 85,160 shares; 2025Q2: 80,612 shares; 2025Q3: 78,791 shares; 2025Q4: 79,321 shares; 2026Q1: 77,285 shares 77,285 $2.58M 0.06% -2,036 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,628 shares 77,628 $2.54M 0.06% new 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: 12,045 shares; 2024Q4: 7,671 shares; 2025Q1: 7,803 shares; 2025Q2: 6,848 shares; 2025Q3: 8,279 shares; 2025Q4: 10,307 shares; 2026Q1: 7,130 shares 7,130 $2.54M 0.06% -3,177 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: 43,893 shares; 2024Q4: 49,648 shares; 2025Q1: 54,082 shares; 2025Q2: 21,840 shares; 2025Q3: 20,289 shares; 2025Q4: 17,107 shares; 2026Q1: 20,793 shares 20,793 $2.52M 0.06% +3,686 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: 88,058 shares; 2024Q4: 91,462 shares; 2025Q1: 62,295 shares; 2025Q2: 36,862 shares; 2025Q3: 5,433 shares; 2025Q4: 6,408 shares; 2026Q1: 25,022 shares 25,022 $2.52M 0.06% +18,614 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,164 shares; 2025Q1: 41,014 shares; 2025Q2: 36,764 shares; 2025Q3: 36,764 shares; 2025Q4: 36,764 shares; 2026Q1: 36,764 shares 36,764 $2.51M 0.06% 0 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: 30,945 shares; 2024Q4: 31,890 shares; 2025Q1: 35,186 shares; 2025Q2: 11,212 shares; 2025Q3: 14,142 shares; 2025Q4: 14,959 shares; 2026Q1: 13,789 shares 13,789 $2.51M 0.06% -1,170 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,458 shares 14,458 $2.5M 0.06% new 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: 5,110 shares; 2024Q4: 5,508 shares; 2025Q1: 5,581 shares; 2025Q2: 5,772 shares; 2025Q3: 7,043 shares; 2025Q4: 7,138 shares; 2026Q1: 7,928 shares 7,928 $2.49M 0.06% +790 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: 66,073 shares; 2024Q4: 70,457 shares; 2025Q1: 59,078 shares; 2025Q2: 47,803 shares; 2025Q3: 48,316 shares; 2025Q4: 44,872 shares; 2026Q1: 43,308 shares 43,308 $2.45M 0.06% -1,564 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,474 shares; 2026Q1: 16,335 shares 16,335 $2.45M 0.06% +4,861 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: 16,480 shares; 2024Q4: 16,804 shares; 2025Q1: 16,855 shares; 2025Q2: 23,976 shares; 2025Q3: 24,500 shares; 2025Q4: 27,268 shares; 2026Q1: 27,256 shares 27,256 $2.43M 0.06% -12 Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY 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: 228,058 shares 228,058 $2.41M 0.06% new Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,038 shares; 2025Q1: 39,638 shares; 2025Q2: 29,138 shares; 2025Q3: 29,138 shares; 2025Q4: 34,314 shares; 2026Q1: 34,314 shares 34,314 $2.41M 0.06% 0 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: 10,899 shares; 2024Q4: 66,131 shares; 2025Q1: 56,545 shares; 2025Q2: 51,532 shares; 2025Q3: 52,617 shares; 2025Q4: 53,403 shares; 2026Q1: 53,121 shares 53,121 $2.41M 0.06% -282 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: 7,939 shares; 2024Q4: 7,139 shares; 2025Q1: 7,548 shares; 2025Q2: 5,218 shares; 2025Q3: 8,250 shares; 2025Q4: 8,681 shares; 2026Q1: 9,619 shares 9,619 $2.38M 0.06% +938 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,934 shares; 2025Q4: 2,477 shares; 2026Q1: 3,207 shares 3,207 $2.37M 0.06% +730 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: 18,136 shares; 2024Q4: 18,410 shares; 2025Q1: 20,086 shares; 2025Q2: 10,351 shares; 2025Q3: 20,535 shares; 2025Q4: 33,984 shares; 2026Q1: 31,118 shares 31,118 $2.34M 0.06% -2,866 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: 30,713 shares; 2024Q4: 39,096 shares; 2025Q1: 41,042 shares; 2025Q2: 42,117 shares; 2025Q3: 71,643 shares; 2025Q4: 83,414 shares; 2026Q1: 77,069 shares 77,069 $2.34M 0.06% -6,345 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,339 shares; 2025Q1: 114,736 shares; 2025Q2: 114,039 shares; 2025Q3: 114,853 shares; 2025Q4: 117,085 shares; 2026Q1: 117,003 shares 117,003 $2.33M 0.06% -82 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,765 shares; 2025Q1: 5,106 shares; 2025Q2: 5,564 shares; 2025Q3: 5,750 shares; 2025Q4: 5,548 shares; 2026Q1: 5,365 shares 5,365 $2.32M 0.05% -183 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 10,806 shares; 2025Q1: 10,113 shares; 2025Q2: 11,342 shares; 2025Q3: 13,648 shares; 2025Q4: 13,370 shares; 2026Q1: 11,339 shares 11,339 $2.3M 0.05% -2,031 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: not reported; 2024Q4: 17,238 shares; 2025Q1: 18,024 shares; 2025Q2: 21,799 shares; 2025Q3: 23,782 shares; 2025Q4: 24,358 shares; 2026Q1: 25,037 shares 25,037 $2.26M 0.05% +679 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,153 shares; 2025Q1: 3,018 shares; 2025Q2: 3,123 shares; 2025Q3: 11,438 shares; 2025Q4: 15,393 shares; 2026Q1: 14,757 shares 14,757 $2.26M 0.05% -636 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: 10,576 shares; 2024Q4: 31,734 shares; 2025Q1: 37,361 shares; 2025Q2: 71,608 shares; 2025Q3: 46,129 shares; 2025Q4: 14,607 shares; 2026Q1: 17,040 shares 17,040 $2.25M 0.05% +2,433 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,140 shares; 2025Q1: 8,063 shares; 2025Q2: 7,986 shares; 2025Q3: 8,187 shares; 2025Q4: 8,462 shares; 2026Q1: 8,187 shares 8,187 $2.24M 0.05% -275 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: 23,643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,232 shares 27,232 $2.21M 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 14,211 shares; 2025Q4: 18,720 shares; 2026Q1: 17,511 shares 17,511 $2.21M 0.05% -1,209 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,782 shares; 2024Q4: 16,291 shares; 2025Q1: 17,774 shares; 2025Q2: 17,957 shares; 2025Q3: 20,528 shares; 2025Q4: 20,736 shares; 2026Q1: 16,775 shares 16,775 $2.2M 0.05% -3,961 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: 872 shares; 2024Q4: 992 shares; 2025Q1: 877 shares; 2025Q2: 898 shares; 2025Q3: 919 shares; 2025Q4: 1,118 shares; 2026Q1: 519 shares 519 $2.19M 0.05% -599 Timeline DCOR 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: 9,044 shares; 2024Q4: 8,826 shares; 2025Q1: 9,700 shares; 2025Q2: 29,396 shares; 2025Q3: 29,240 shares; 2025Q4: 29,893 shares; 2026Q1: 30,199 shares 30,199 $2.18M 0.05% +306 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: 3,289 shares; 2024Q4: 8,327 shares; 2025Q1: 9,326 shares; 2025Q2: 7,840 shares; 2025Q3: 8,907 shares; 2025Q4: 9,135 shares; 2026Q1: 11,115 shares 11,115 $2.16M 0.05% +1,980 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 4,993 shares; 2025Q3: 6,122 shares; 2025Q4: 8,950 shares; 2026Q1: 20,441 shares 20,441 $2.15M 0.05% +11,491 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 7,090 shares; 2025Q1: 6,981 shares; 2025Q2: 6,550 shares; 2025Q3: 6,918 shares; 2025Q4: 7,558 shares; 2026Q1: 7,587 shares 7,587 $2.14M 0.05% +29 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,964 shares; 2025Q1: 9,669 shares; 2025Q2: 22,914 shares; 2025Q3: 28,158 shares; 2025Q4: 27,363 shares; 2026Q1: 29,408 shares 29,408 $2.13M 0.05% +2,045 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: 16,369 shares; 2024Q4: 23,866 shares; 2025Q1: 25,426 shares; 2025Q2: 25,560 shares; 2025Q3: 25,713 shares; 2025Q4: 26,298 shares; 2026Q1: 25,161 shares 25,161 $2.13M 0.05% -1,137 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: 23,737 shares; 2024Q4: 25,896 shares; 2025Q1: 6,622 shares; 2025Q2: 39,793 shares; 2025Q3: 6,209 shares; 2025Q4: 7,892 shares; 2026Q1: 24,475 shares 24,475 $2.12M 0.05% +16,583 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,058 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 3,431 shares; 2025Q4: 4,132 shares; 2026Q1: 6,454 shares 6,454 $2.12M 0.05% +2,322 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: 8,584 shares; 2024Q4: 9,418 shares; 2025Q1: 8,143 shares; 2025Q2: 8,988 shares; 2025Q3: 11,928 shares; 2025Q4: 8,776 shares; 2026Q1: 8,939 shares 8,939 $2.11M 0.05% +163 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: 3,655 shares; 2024Q4: 4,267 shares; 2025Q1: 4,851 shares; 2025Q2: 4,543 shares; 2025Q3: 7,014 shares; 2025Q4: 8,300 shares; 2026Q1: 7,418 shares 7,418 $2.11M 0.05% -882 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 2,350 shares; 2025Q3: 4,652 shares; 2025Q4: 5,358 shares; 2026Q1: 5,338 shares 5,338 $2.1M 0.05% -20 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: not reported; 2024Q4: 15,319 shares; 2025Q1: 15,338 shares; 2025Q2: 15,274 shares; 2025Q3: 15,274 shares; 2025Q4: 14,802 shares; 2026Q1: 14,795 shares 14,795 $2.1M 0.05% -7 Timeline MAXJ 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: 60,469 shares; 2025Q4: 71,765 shares; 2026Q1: 74,693 shares 74,693 $2.1M 0.05% +2,928 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: 319 shares; 2024Q4: 341 shares; 2025Q1: 447 shares; 2025Q2: 822 shares; 2025Q3: 1,184 shares; 2025Q4: 1,054 shares; 2026Q1: 1,423 shares 1,423 $2.1M 0.05% +369 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: 34,396 shares; 2024Q4: 42,239 shares; 2025Q1: 40,850 shares; 2025Q2: 57,729 shares; 2025Q3: 91,136 shares; 2025Q4: 63,815 shares; 2026Q1: 72,089 shares 72,089 $2.09M 0.05% +8,274 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,168 shares; 2025Q2: 16,379 shares; 2025Q3: 20,073 shares; 2025Q4: 27,855 shares; 2026Q1: 29,675 shares 29,675 $2.09M 0.05% +1,820 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,782 shares 77,782 $2.07M 0.05% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,378 shares; 2026Q1: 43,134 shares 43,134 $2.07M 0.05% +1,756 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: 9,396 shares; 2024Q4: 9,271 shares; 2025Q1: 10,003 shares; 2025Q2: 11,893 shares; 2025Q3: 16,458 shares; 2025Q4: 12,483 shares; 2026Q1: 22,371 shares 22,371 $2.06M 0.05% +9,888 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,206 shares; 2025Q4: 18,722 shares; 2026Q1: 29,048 shares 29,048 $2.06M 0.05% +10,326 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,610 shares; 2026Q1: 67,380 shares 67,380 $2.06M 0.05% +13,770 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 9,292 shares; 2025Q1: 9,061 shares; 2025Q2: 8,775 shares; 2025Q3: 8,922 shares; 2025Q4: 9,233 shares; 2026Q1: 9,353 shares 9,353 $2.05M 0.05% +120 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,108 shares; 2025Q4: 39,108 shares; 2026Q1: 38,213 shares 38,213 $2.05M 0.05% -895 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,515 shares; 2025Q1: 3,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares; 2026Q1: 17,168 shares 17,168 $2.02M 0.05% +15,218 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,763 shares; 2025Q1: 11,092 shares; 2025Q2: 92,348 shares; 2025Q3: 88,010 shares; 2025Q4: 88,303 shares; 2026Q1: 91,023 shares 91,023 $2.01M 0.05% +2,720 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,583 shares; 2024Q4: 30,304 shares; 2025Q1: 28,599 shares; 2025Q2: 28,119 shares; 2025Q3: 28,535 shares; 2025Q4: 28,562 shares; 2026Q1: 25,990 shares 25,990 $2M 0.05% -2,572 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,259 shares; 2026Q1: 89,871 shares 89,871 $2M 0.05% +32,612 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,271 shares; 2025Q1: 68,533 shares; 2025Q2: 69,085 shares; 2025Q3: 67,407 shares; 2025Q4: 68,185 shares; 2026Q1: 68,573 shares 68,573 $1.99M 0.05% +388 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,861 shares; 2025Q1: 1,949 shares; 2025Q2: 2,015 shares; 2025Q3: 2,193 shares; 2025Q4: 2,433 shares; 2026Q1: 2,731 shares 2,731 $1.99M 0.05% +298 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,174 shares; 2024Q4: 32,037 shares; 2025Q1: 33,643 shares; 2025Q2: 30,595 shares; 2025Q3: 32,691 shares; 2025Q4: 67,483 shares; 2026Q1: 68,802 shares 68,802 $1.98M 0.05% +1,319 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,574 shares; 2025Q4: 27,628 shares; 2026Q1: 27,688 shares 27,688 $1.96M 0.05% +60 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 11,304 shares; 2025Q1: 11,514 shares; 2025Q2: 11,886 shares; 2025Q3: 12,068 shares; 2025Q4: 12,357 shares; 2026Q1: 12,962 shares 12,962 $1.95M 0.05% +605 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: 20,108 shares; 2024Q4: 20,286 shares; 2025Q1: 22,422 shares; 2025Q2: 20,193 shares; 2025Q3: 26,037 shares; 2025Q4: 17,101 shares; 2026Q1: 20,214 shares 20,214 $1.95M 0.05% +3,113 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,548 shares; 2025Q1: 11,675 shares; 2025Q2: 19,528 shares; 2025Q3: 23,046 shares; 2025Q4: 26,217 shares; 2026Q1: 19,236 shares 19,236 $1.94M 0.05% -6,981 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: 908 shares; 2024Q4: 1,058 shares; 2025Q1: 1,190 shares; 2025Q2: 935 shares; 2025Q3: 1,856 shares; 2025Q4: 2,163 shares; 2026Q1: 2,217 shares 2,217 $1.93M 0.05% +54 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,528 shares; 2025Q1: 4,624 shares; 2025Q2: 4,571 shares; 2025Q3: 4,755 shares; 2025Q4: 4,904 shares; 2026Q1: 31,134 shares 31,134 $1.91M 0.05% +26,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,334 shares; 2025Q3: 5,306 shares; 2025Q4: 5,482 shares; 2026Q1: 5,531 shares 5,531 $1.91M 0.05% +49 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: 5,275 shares; 2024Q4: 25,352 shares; 2025Q1: 26,541 shares; 2025Q2: 28,080 shares; 2025Q3: 28,426 shares; 2025Q4: 28,743 shares; 2026Q1: 30,479 shares 30,479 $1.91M 0.05% +1,736 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: 19,265 shares; 2024Q4: 17,853 shares; 2025Q1: 17,984 shares; 2025Q2: 16,697 shares; 2025Q3: 23,549 shares; 2025Q4: 23,741 shares; 2026Q1: 19,649 shares 19,649 $1.9M 0.04% -4,092 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: 45,685 shares; 2024Q4: 42,499 shares; 2025Q1: 43,150 shares; 2025Q2: 19,077 shares; 2025Q3: 36,307 shares; 2025Q4: 36,187 shares; 2026Q1: 36,224 shares 36,224 $1.88M 0.04% +37 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,235 shares; 2024Q4: 54,037 shares; 2025Q1: 51,425 shares; 2025Q2: 35,566 shares; 2025Q3: 35,837 shares; 2025Q4: 33,426 shares; 2026Q1: 37,578 shares 37,578 $1.88M 0.04% +4,152 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: 10,495 shares; 2024Q4: 10,310 shares; 2025Q1: 3,650 shares; 2025Q2: 13,959 shares; 2025Q3: 13,105 shares; 2025Q4: 21,116 shares; 2026Q1: 24,224 shares 24,224 $1.87M 0.04% +3,108 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: 2,427 shares; 2024Q4: 2,831 shares; 2025Q1: 3,064 shares; 2025Q2: 3,791 shares; 2025Q3: 5,250 shares; 2025Q4: 6,216 shares; 2026Q1: 6,406 shares 6,406 $1.86M 0.04% +190 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 6,047 shares; 2025Q1: 6,716 shares; 2025Q2: 7,956 shares; 2025Q3: 10,181 shares; 2025Q4: 10,495 shares; 2026Q1: 10,636 shares 10,636 $1.84M 0.04% +141 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: 14,806 shares; 2024Q4: 13,447 shares; 2025Q1: 13,624 shares; 2025Q2: 12,614 shares; 2025Q3: 13,429 shares; 2025Q4: 12,787 shares; 2026Q1: 12,664 shares 12,664 $1.84M 0.04% -123 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP 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: not reported; 2026Q1: 53,692 shares 53,692 $1.84M 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 786 shares; 2026Q1: 4,690 shares 4,690 $1.84M 0.04% +3,904 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,176 shares; 2025Q1: 4,559 shares; 2025Q2: 6,844 shares; 2025Q3: 8,491 shares; 2025Q4: 8,964 shares; 2026Q1: 9,370 shares 9,370 $1.84M 0.04% +406 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,589 shares; 2024Q4: 15,452 shares; 2025Q1: 15,604 shares; 2025Q2: 16,737 shares; 2025Q3: 18,931 shares; 2025Q4: 18,449 shares; 2026Q1: 21,478 shares 21,478 $1.83M 0.04% +3,029 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: 21,721 shares; 2024Q4: 21,444 shares; 2025Q1: 20,852 shares; 2025Q2: 18,877 shares; 2025Q3: 19,677 shares; 2025Q4: 20,744 shares; 2026Q1: 20,784 shares 20,784 $1.83M 0.04% +40 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,097 shares; 2025Q2: 19,226 shares; 2025Q3: 18,941 shares; 2025Q4: 19,513 shares; 2026Q1: 48,419 shares 48,419 $1.82M 0.04% +28,906 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: 2,204 shares; 2024Q4: 2,444 shares; 2025Q1: 2,542 shares; 2025Q2: 3,363 shares; 2025Q3: 13,222 shares; 2025Q4: 5,846 shares; 2026Q1: 5,785 shares 5,785 $1.82M 0.04% -61 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 32,634 shares; 2025Q1: 41,304 shares; 2025Q2: 40,322 shares; 2025Q3: 131,798 shares; 2025Q4: 60,370 shares; 2026Q1: 65,983 shares 65,983 $1.8M 0.04% +5,613 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: 7,592 shares; 2024Q4: 12,930 shares; 2025Q1: 12,880 shares; 2025Q2: 11,582 shares; 2025Q3: 15,080 shares; 2025Q4: 27,050 shares; 2026Q1: 26,360 shares 26,360 $1.8M 0.04% -690 Timeline SUSL 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: 15,864 shares; 2025Q1: 15,765 shares; 2025Q2: 15,759 shares; 2025Q3: 15,707 shares; 2025Q4: 15,706 shares; 2026Q1: 15,647 shares 15,647 $1.78M 0.04% -59 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,700 shares; 2025Q1: 6,259 shares; 2025Q2: 6,083 shares; 2025Q3: 6,080 shares; 2025Q4: 6,069 shares; 2026Q1: 6,087 shares 6,087 $1.78M 0.04% +18 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 9,290 shares; 2025Q1: 8,313 shares; 2025Q2: 11,803 shares; 2025Q3: 18,604 shares; 2025Q4: 36,533 shares; 2026Q1: 34,961 shares 34,961 $1.77M 0.04% -1,572 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: 8,947 shares; 2024Q4: 12,667 shares; 2025Q1: 13,860 shares; 2025Q2: 15,329 shares; 2025Q3: 18,550 shares; 2025Q4: 25,041 shares; 2026Q1: 21,389 shares 21,389 $1.77M 0.04% -3,652 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,731 shares; 2025Q1: 8,789 shares; 2025Q2: 8,719 shares; 2025Q3: 9,094 shares; 2025Q4: 8,911 shares; 2026Q1: 8,999 shares 8,999 $1.75M 0.04% +88 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: 2,967 shares; 2024Q4: 3,178 shares; 2025Q1: 2,977 shares; 2025Q2: 7,565 shares; 2025Q3: 9,820 shares; 2025Q4: 10,450 shares; 2026Q1: 11,411 shares 11,411 $1.74M 0.04% +961 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,133 shares; 2025Q2: 72,792 shares; 2025Q3: 65,701 shares; 2025Q4: not reported; 2026Q1: 130,893 shares 130,893 $1.74M 0.04% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,924 shares; 2024Q4: 64,708 shares; 2025Q1: 64,890 shares; 2025Q2: 77,873 shares; 2025Q3: 88,591 shares; 2025Q4: 92,330 shares; 2026Q1: 90,879 shares 90,879 $1.73M 0.04% -1,451 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: 2,392 shares; 2024Q4: 2,284 shares; 2025Q1: 2,224 shares; 2025Q2: 2,250 shares; 2025Q3: 2,386 shares; 2025Q4: 2,352 shares; 2026Q1: 3,141 shares 3,141 $1.72M 0.04% +789 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,495 shares; 2024Q4: 26,721 shares; 2025Q1: 34,293 shares; 2025Q2: 41,102 shares; 2025Q3: 41,102 shares; 2025Q4: 48,673 shares; 2026Q1: 58,782 shares 58,782 $1.7M 0.04% +10,109 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 25,852 shares; 2025Q1: 34,525 shares; 2025Q2: 39,713 shares; 2025Q3: 45,788 shares; 2025Q4: 49,251 shares; 2026Q1: 57,579 shares 57,579 $1.7M 0.04% +8,328 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: 16,249 shares; 2024Q4: 7,766 shares; 2025Q1: 9,381 shares; 2025Q2: 12,438 shares; 2025Q3: 12,477 shares; 2025Q4: 18,338 shares; 2026Q1: 23,525 shares 23,525 $1.69M 0.04% +5,187 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,373 shares; 2025Q3: 33,012 shares; 2025Q4: 34,052 shares; 2026Q1: 41,658 shares 41,658 $1.69M 0.04% +7,606 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,763 shares 40,763 $1.67M 0.04% new Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,887 shares; 2026Q1: 67,490 shares 67,490 $1.67M 0.04% +18,603 Timeline IXN 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: 14,820 shares; 2025Q1: 15,672 shares; 2025Q2: 16,790 shares; 2025Q3: 16,723 shares; 2025Q4: 16,685 shares; 2026Q1: 16,685 shares 16,685 $1.67M 0.04% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 44,598 shares; 2025Q1: 42,226 shares; 2025Q2: 30,744 shares; 2025Q3: 28,086 shares; 2025Q4: 34,768 shares; 2026Q1: 34,762 shares 34,762 $1.66M 0.04% -6 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: 7,661 shares; 2024Q4: 11,622 shares; 2025Q1: 11,918 shares; 2025Q2: 15,369 shares; 2025Q3: 19,653 shares; 2025Q4: 21,333 shares; 2026Q1: 22,844 shares 22,844 $1.66M 0.04% +1,511 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,758 shares; 2025Q1: 1,720 shares; 2025Q2: 1,796 shares; 2025Q3: 1,887 shares; 2025Q4: 1,595 shares; 2026Q1: 1,519 shares 1,519 $1.66M 0.04% -76 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: 8,397 shares; 2024Q4: 9,902 shares; 2025Q1: 10,383 shares; 2025Q2: 4,546 shares; 2025Q3: 9,482 shares; 2025Q4: 9,453 shares; 2026Q1: 11,446 shares 11,446 $1.66M 0.04% +1,993 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,923 shares; 2025Q1: 16,398 shares; 2025Q2: 15,398 shares; 2025Q3: 15,398 shares; 2025Q4: 15,398 shares; 2026Q1: 15,398 shares 15,398 $1.64M 0.04% 0 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: not reported; 2024Q4: 3,283 shares; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 6,092 shares; 2025Q4: 4,979 shares; 2026Q1: 14,838 shares 14,838 $1.64M 0.04% +9,859 Timeline IMTM 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: 62,354 shares; 2025Q4: 41,031 shares; 2026Q1: 34,096 shares 34,096 $1.64M 0.04% -6,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,740 shares; 2025Q3: 30,672 shares; 2025Q4: 19,247 shares; 2026Q1: 17,549 shares 17,549 $1.63M 0.04% -1,698 Timeline MGOV 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: 19,640 shares; 2024Q4: 29,074 shares; 2025Q1: 30,803 shares; 2025Q2: 30,803 shares; 2025Q3: 51,222 shares; 2025Q4: 60,424 shares; 2026Q1: 79,852 shares 79,852 $1.62M 0.04% +19,428 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 4,285 shares; 2025Q1: 4,879 shares; 2025Q2: 4,806 shares; 2025Q3: 5,574 shares; 2025Q4: 5,240 shares; 2026Q1: 5,609 shares 5,609 $1.61M 0.04% +369 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: 438 shares; 2024Q4: 875 shares; 2025Q1: 979 shares; 2025Q2: 572 shares; 2025Q3: 1,178 shares; 2025Q4: 9,535 shares; 2026Q1: 15,371 shares 15,371 $1.61M 0.04% +5,836 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,811 shares; 2024Q4: 30,639 shares; 2025Q1: 42,549 shares; 2025Q2: 39,815 shares; 2025Q3: 159,326 shares; 2025Q4: 81,023 shares; 2026Q1: 70,356 shares 70,356 $1.6M 0.04% -10,667 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,806 shares; 2025Q1: 7,174 shares; 2025Q2: 12,680 shares; 2025Q3: 21,312 shares; 2025Q4: 21,700 shares; 2026Q1: 21,073 shares 21,073 $1.6M 0.04% -627 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: 3,707 shares; 2024Q4: 3,768 shares; 2025Q1: 4,591 shares; 2025Q2: 4,532 shares; 2025Q3: 4,460 shares; 2025Q4: 4,574 shares; 2026Q1: 5,251 shares 5,251 $1.6M 0.04% +677 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly 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: 52,081 shares 52,081 $1.59M 0.04% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 6,161 shares; 2025Q1: 6,610 shares; 2025Q2: 6,091 shares; 2025Q3: 6,180 shares; 2025Q4: 6,367 shares; 2026Q1: 6,718 shares 6,718 $1.56M 0.04% +351 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,854 shares; 2025Q1: 4,072 shares; 2025Q2: 4,120 shares; 2025Q3: 4,252 shares; 2025Q4: 4,737 shares; 2026Q1: 5,843 shares 5,843 $1.55M 0.04% +1,106 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: 2,870 shares; 2024Q4: 2,830 shares; 2025Q1: 2,683 shares; 2025Q2: 2,723 shares; 2025Q3: 5,319 shares; 2025Q4: 5,856 shares; 2026Q1: 7,084 shares 7,084 $1.55M 0.04% +1,228 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,701 shares; 2026Q1: 20,547 shares 20,547 $1.55M 0.04% +1,846 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: 5,533 shares; 2024Q4: 4,908 shares; 2025Q1: 5,023 shares; 2025Q2: 2,047 shares; 2025Q3: 6,847 shares; 2025Q4: 7,528 shares; 2026Q1: 8,445 shares 8,445 $1.54M 0.04% +917 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 2,113 shares; 2025Q3: 2,963 shares; 2025Q4: 3,152 shares; 2026Q1: 3,520 shares 3,520 $1.53M 0.04% +368 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: 24,786 shares; 2024Q4: 67,898 shares; 2025Q1: 87,285 shares; 2025Q2: 31,253 shares; 2025Q3: 32,353 shares; 2025Q4: 34,191 shares; 2026Q1: 35,935 shares 35,935 $1.52M 0.04% +1,744 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 14,384 shares; 2025Q1: 18,767 shares; 2025Q2: 19,775 shares; 2025Q3: 22,647 shares; 2025Q4: 25,519 shares; 2026Q1: 18,963 shares 18,963 $1.51M 0.04% -6,556 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542 shares 5,542 $1.5M 0.04% new 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: 57,958 shares; 2024Q4: 45,933 shares; 2025Q1: 48,447 shares; 2025Q2: 45,467 shares; 2025Q3: 51,228 shares; 2025Q4: 50,178 shares; 2026Q1: 52,824 shares 52,824 $1.48M 0.04% +2,646 Timeline GSIE 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: 16,101 shares; 2024Q4: 15,767 shares; 2025Q1: 27,201 shares; 2025Q2: 42,905 shares; 2025Q3: 31,804 shares; 2025Q4: 34,910 shares; 2026Q1: 34,079 shares 34,079 $1.47M 0.03% -831 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,632 shares; 2024Q4: 31,938 shares; 2025Q1: 17,316 shares; 2025Q2: 17,417 shares; 2025Q3: 18,963 shares; 2025Q4: 20,978 shares; 2026Q1: 35,876 shares 35,876 $1.46M 0.03% +14,898 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,774 shares; 2025Q2: 60,774 shares; 2025Q3: 59,349 shares; 2025Q4: 58,439 shares; 2026Q1: 57,691 shares 57,691 $1.46M 0.03% -748 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,230 shares; 2025Q2: 4,164 shares; 2025Q3: 5,030 shares; 2025Q4: 7,383 shares; 2026Q1: 8,931 shares 8,931 $1.46M 0.03% +1,548 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 12,303 shares; 2025Q1: 16,819 shares; 2025Q2: 26,396 shares; 2025Q3: 47,417 shares; 2025Q4: 27,470 shares; 2026Q1: 27,677 shares 27,677 $1.46M 0.03% +207 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,113 shares 29,113 $1.45M 0.03% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,502 shares; 2025Q1: 7,003 shares; 2025Q2: 7,246 shares; 2025Q3: 7,264 shares; 2025Q4: 7,129 shares; 2026Q1: 8,070 shares 8,070 $1.45M 0.03% +941 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,749 shares 95,749 $1.45M 0.03% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,649 shares; 2025Q1: 12,803 shares; 2025Q2: 23,199 shares; 2025Q3: 57,999 shares; 2025Q4: 12,442 shares; 2026Q1: 14,798 shares 14,798 $1.43M 0.03% +2,356 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: 37,116 shares; 2024Q4: 51,617 shares; 2025Q1: 53,131 shares; 2025Q2: 30,258 shares; 2025Q3: 30,715 shares; 2025Q4: 26,411 shares; 2026Q1: 26,850 shares 26,850 $1.42M 0.03% +439 Timeline TDIV 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: 13,781 shares; 2024Q4: 13,779 shares; 2025Q1: 13,756 shares; 2025Q2: 13,736 shares; 2025Q3: 14,615 shares; 2025Q4: 14,931 shares; 2026Q1: 15,012 shares 15,012 $1.41M 0.03% +81 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 11,362 shares; 2025Q1: 12,462 shares; 2025Q2: 38,914 shares; 2025Q3: 38,997 shares; 2025Q4: 39,716 shares; 2026Q1: 39,470 shares 39,470 $1.4M 0.03% -246 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: 6,418 shares; 2024Q4: 7,288 shares; 2025Q1: 7,833 shares; 2025Q2: 7,736 shares; 2025Q3: 8,030 shares; 2025Q4: 8,288 shares; 2026Q1: 10,707 shares 10,707 $1.4M 0.03% +2,419 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: 1,228 shares; 2025Q2: 1,376 shares; 2025Q3: 1,242 shares; 2025Q4: 1,311 shares; 2026Q1: 4,339 shares 4,339 $1.4M 0.03% +3,028 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 15,982 shares 15,982 $1.4M 0.03% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 14,624 shares; 2025Q1: 4,107 shares; 2025Q2: 4,206 shares; 2025Q3: 4,617 shares; 2025Q4: 4,952 shares; 2026Q1: 4,877 shares 4,877 $1.4M 0.03% -75 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: 933 shares; 2024Q4: 1,621 shares; 2025Q1: 1,610 shares; 2025Q2: 1,661 shares; 2025Q3: 2,264 shares; 2025Q4: 3,495 shares; 2026Q1: 4,061 shares 4,061 $1.39M 0.03% +566 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,533 shares; 2025Q1: 6,149 shares; 2025Q2: 7,814 shares; 2025Q3: 8,620 shares; 2025Q4: 8,706 shares; 2026Q1: 10,259 shares 10,259 $1.39M 0.03% +1,553 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,169 shares; 2025Q3: 1,928 shares; 2025Q4: 1,992 shares; 2026Q1: 2,551 shares 2,551 $1.39M 0.03% +559 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: 5,611 shares; 2024Q4: 5,630 shares; 2025Q1: 5,154 shares; 2025Q2: 5,165 shares; 2025Q3: 9,836 shares; 2025Q4: 9,219 shares; 2026Q1: 24,474 shares 24,474 $1.38M 0.03% +15,255 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,790 shares; 2025Q3: 6,128 shares; 2025Q4: 6,337 shares; 2026Q1: 6,501 shares 6,501 $1.38M 0.03% +164 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: 21,525 shares; 2024Q4: 20,010 shares; 2025Q1: 19,341 shares; 2025Q2: 18,646 shares; 2025Q3: 17,706 shares; 2025Q4: 18,627 shares; 2026Q1: 18,827 shares 18,827 $1.38M 0.03% +200 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,822 shares; 2025Q4: 16,827 shares; 2026Q1: 14,847 shares 14,847 $1.37M 0.03% -1,980 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 14,816 shares; 2025Q1: 16,282 shares; 2025Q2: 18,218 shares; 2025Q3: 18,398 shares; 2025Q4: 68,607 shares; 2026Q1: 60,474 shares 60,474 $1.37M 0.03% -8,133 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 18,493 shares; 2025Q1: 17,626 shares; 2025Q2: 16,927 shares; 2025Q3: 16,075 shares; 2025Q4: 16,314 shares; 2026Q1: 14,762 shares 14,762 $1.37M 0.03% -1,552 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: 32,899 shares; 2024Q4: 35,027 shares; 2025Q1: 32,799 shares; 2025Q2: 35,146 shares; 2025Q3: 34,457 shares; 2025Q4: 34,650 shares; 2026Q1: 34,822 shares 34,822 $1.36M 0.03% +172 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,594 shares; 2025Q1: 12,972 shares; 2025Q2: 13,006 shares; 2025Q3: 16,977 shares; 2025Q4: 17,047 shares; 2026Q1: 18,303 shares 18,303 $1.35M 0.03% +1,256 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,527 shares; 2025Q1: 3,534 shares; 2025Q2: 3,518 shares; 2025Q3: 4,234 shares; 2025Q4: 4,269 shares; 2026Q1: 4,659 shares 4,659 $1.32M 0.03% +390 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: not reported; 2024Q4: 4,572 shares; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 3,834 shares; 2025Q4: 10,743 shares; 2026Q1: 8,039 shares 8,039 $1.32M 0.03% -2,704 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 4,262 shares; 2025Q1: 11,557 shares; 2025Q2: 11,221 shares; 2025Q3: 11,119 shares; 2025Q4: 11,120 shares; 2026Q1: 11,121 shares 11,121 $1.32M 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,141 shares; 2025Q3: 2,413 shares; 2025Q4: 4,736 shares; 2026Q1: 4,712 shares 4,712 $1.32M 0.03% -24 Timeline QRVO QORVO INC More: the full row for QORVO 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: 16,858 shares 16,858 $1.3M 0.03% new Timeline XMHQ 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: 2,908 shares; 2025Q3: 3,926 shares; 2025Q4: 6,032 shares; 2026Q1: 12,572 shares 12,572 $1.3M 0.03% +6,540 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: 3,150 shares; 2024Q4: 3,343 shares; 2025Q1: 3,392 shares; 2025Q2: 3,675 shares; 2025Q3: 6,813 shares; 2025Q4: 6,818 shares; 2026Q1: 6,844 shares 6,844 $1.3M 0.03% +26 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: 1,552 shares 1,552 $1.3M 0.03% +195 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,036 shares; 2025Q2: 22,547 shares; 2025Q3: 36,842 shares; 2025Q4: 44,408 shares; 2026Q1: 47,054 shares 47,054 $1.28M 0.03% +2,646 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 11,000 shares 11,000 $1.27M 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 4,692 shares; 2025Q1: 5,603 shares; 2025Q2: 3,001 shares; 2025Q3: 22,693 shares; 2025Q4: 12,539 shares; 2026Q1: 12,509 shares 12,509 $1.26M 0.03% -30 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 42,321 shares; 2025Q1: 47,552 shares; 2025Q2: 49,385 shares; 2025Q3: 24,215 shares; 2025Q4: 41,858 shares; 2026Q1: 9,595 shares 9,595 $1.26M 0.03% -32,263 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 3,214 shares; 2025Q1: 3,120 shares; 2025Q2: 4,838 shares; 2025Q3: 7,978 shares; 2025Q4: 7,763 shares; 2026Q1: 7,973 shares 7,973 $1.25M 0.03% +210 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: 16,208 shares; 2024Q4: 16,301 shares; 2025Q1: 5,158 shares; 2025Q2: 5,990 shares; 2025Q3: 6,652 shares; 2025Q4: 5,041 shares; 2026Q1: 6,233 shares 6,233 $1.24M 0.03% +1,192 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 5,109 shares; 2025Q2: 6,468 shares; 2025Q3: 6,976 shares; 2025Q4: 6,647 shares; 2026Q1: 6,769 shares 6,769 $1.23M 0.03% +122 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,794 shares; 2026Q1: 9,693 shares 9,693 $1.22M 0.03% +7,899 Timeline BBJP 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: 19,031 shares; 2025Q4: 19,175 shares; 2026Q1: 17,690 shares 17,690 $1.22M 0.03% -1,485 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: 41,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 9,504 shares; 2025Q4: 16,572 shares; 2026Q1: 27,579 shares 27,579 $1.22M 0.03% +11,007 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: not reported; 2024Q4: 50,093 shares; 2025Q1: 53,452 shares; 2025Q2: 56,355 shares; 2025Q3: 61,276 shares; 2025Q4: 62,750 shares; 2026Q1: 67,506 shares 67,506 $1.22M 0.03% +4,756 Timeline MLPD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,753 shares; 2025Q4: 47,283 shares; 2026Q1: 47,283 shares 47,283 $1.21M 0.03% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,231 shares; 2026Q1: 20,377 shares 20,377 $1.2M 0.03% +146 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,787 shares; 2024Q4: 36,944 shares; 2025Q1: 10,756 shares; 2025Q2: 11,910 shares; 2025Q3: 10,375 shares; 2025Q4: 10,131 shares; 2026Q1: 11,441 shares 11,441 $1.2M 0.03% +1,310 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 9,520 shares; 2025Q3: 11,695 shares; 2025Q4: 11,939 shares; 2026Q1: 12,306 shares 12,306 $1.2M 0.03% +367 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 10,002 shares; 2026Q1: 9,366 shares 9,366 $1.2M 0.03% -636 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 9,062 shares; 2025Q1: 10,280 shares; 2025Q2: 9,328 shares; 2025Q3: 12,527 shares; 2025Q4: 12,779 shares; 2026Q1: 13,229 shares 13,229 $1.2M 0.03% +450 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,820 shares; 2025Q1: 4,664 shares; 2025Q2: 9,925 shares; 2025Q3: 2,012 shares; 2025Q4: 1,954 shares; 2026Q1: 1,995 shares 1,995 $1.18M 0.03% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,018 shares; 2025Q4: 44,600 shares; 2026Q1: 50,717 shares 50,717 $1.18M 0.03% +6,117 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 2,773 shares; 2025Q1: 2,900 shares; 2025Q2: 3,340 shares; 2025Q3: 3,584 shares; 2025Q4: 3,760 shares; 2026Q1: 3,680 shares 3,680 $1.18M 0.03% -80 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 39,031 shares; 2025Q1: 48,338 shares; 2025Q2: 14,049 shares; 2025Q3: 14,058 shares; 2025Q4: 13,807 shares; 2026Q1: 17,957 shares 17,957 $1.18M 0.03% +4,150 Timeline MTR MESA RTY TR More: the full row for MESA RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263,823 shares; 2025Q1: 259,823 shares; 2025Q2: 254,537 shares; 2025Q3: 249,537 shares; 2025Q4: 244,537 shares; 2026Q1: 239,537 shares 239,537 $1.17M 0.03% -5,000 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,506 shares; 2025Q2: 10,030 shares; 2025Q3: 13,019 shares; 2025Q4: 11,432 shares; 2026Q1: 11,688 shares 11,688 $1.17M 0.03% +256 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: 884 shares; 2024Q4: 2,241 shares; 2025Q1: 2,626 shares; 2025Q2: 2,046 shares; 2025Q3: 1,898 shares; 2025Q4: 3,092 shares; 2026Q1: 2,537 shares 2,537 $1.17M 0.03% -555 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 3,304 shares 3,304 $1.17M 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 10,080 shares; 2025Q1: 11,550 shares; 2025Q2: 10,872 shares; 2025Q3: 12,619 shares; 2025Q4: 13,740 shares; 2026Q1: 17,483 shares 17,483 $1.16M 0.03% +3,743 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,528 shares; 2024Q4: 15,519 shares; 2025Q1: 16,614 shares; 2025Q2: 10,952 shares; 2025Q3: 20,131 shares; 2025Q4: 23,186 shares; 2026Q1: 25,247 shares 25,247 $1.16M 0.03% +2,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,797 shares; 2025Q4: 6,288 shares; 2026Q1: 4,778 shares 4,778 $1.15M 0.03% -1,510 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,515 shares; 2026Q1: 12,868 shares 12,868 $1.15M 0.03% +4,353 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,199 shares; 2025Q1: 7,193 shares; 2025Q2: 11,499 shares; 2025Q3: 18,625 shares; 2025Q4: 20,602 shares; 2026Q1: 26,638 shares 26,638 $1.14M 0.03% +6,036 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,087 shares; 2025Q1: 2,342 shares; 2025Q2: 2,122 shares; 2025Q3: 2,414 shares; 2025Q4: 2,503 shares; 2026Q1: 2,556 shares 2,556 $1.14M 0.03% +53 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: 37,103 shares; 2024Q4: 45,249 shares; 2025Q1: 48,854 shares; 2025Q2: 49,028 shares; 2025Q3: 54,788 shares; 2025Q4: 48,710 shares; 2026Q1: 44,467 shares 44,467 $1.14M 0.03% -4,243 Timeline IEUR 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: 19,105 shares; 2024Q4: 19,015 shares; 2025Q1: 16,729 shares; 2025Q2: 16,946 shares; 2025Q3: 17,064 shares; 2025Q4: 16,129 shares; 2026Q1: 16,129 shares 16,129 $1.13M 0.03% 0 Timeline