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: 323,397 shares; 2024Q4: 441,053 shares; 2025Q1: 445,304 shares; 2025Q2: 447,094 shares; 2025Q3: 440,664 shares; 2025Q4: 447,284 shares; 2026Q1: 435,418 shares 435,418 $190M 5.39% -11,866 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689,589 shares; 2024Q4: 1,737,706 shares; 2025Q1: 1,765,991 shares; 2025Q2: 1,783,116 shares; 2025Q3: 1,771,788 shares; 2025Q4: 1,907,665 shares; 2026Q1: 1,899,744 shares 1,899,744 $133M 3.78% -7,921 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: 496,917 shares; 2024Q4: 530,145 shares; 2025Q1: 537,936 shares; 2025Q2: 541,297 shares; 2025Q3: 537,558 shares; 2025Q4: 540,826 shares; 2026Q1: 528,225 shares 528,225 $97.3M 2.76% -12,601 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: 304,606 shares; 2024Q4: 358,691 shares; 2025Q1: 359,851 shares; 2025Q2: 356,256 shares; 2025Q3: 343,591 shares; 2025Q4: 349,157 shares; 2026Q1: 357,505 shares 357,505 $92M 2.61% +8,348 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966,128 shares; 2024Q4: 960,089 shares; 2025Q1: 1,014,047 shares; 2025Q2: 1,061,689 shares; 2025Q3: 1,067,427 shares; 2025Q4: 1,020,642 shares; 2026Q1: 978,139 shares 978,139 $70.2M 1.99% -42,503 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: 651,741 shares; 2024Q4: 626,819 shares; 2025Q1: 787,185 shares; 2025Q2: 849,065 shares; 2025Q3: 833,678 shares; 2025Q4: 807,865 shares; 2026Q1: 793,135 shares 793,135 $67M 1.9% -14,730 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: 111,762 shares; 2024Q4: 116,976 shares; 2025Q1: 119,455 shares; 2025Q2: 119,522 shares; 2025Q3: 112,633 shares; 2025Q4: 91,731 shares; 2026Q1: 86,770 shares 86,770 $56.7M 1.61% -4,961 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: 55,885 shares; 2024Q4: 529,944 shares; 2025Q1: 484,850 shares; 2025Q2: 450,175 shares; 2025Q3: 470,476 shares; 2025Q4: 489,125 shares; 2026Q1: 730,405 shares 730,405 $53.8M 1.53% +241,280 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: 123,250 shares; 2024Q4: 126,529 shares; 2025Q1: 122,971 shares; 2025Q2: 122,363 shares; 2025Q3: 111,798 shares; 2025Q4: 108,824 shares; 2026Q1: 109,042 shares 109,042 $52.3M 1.48% +218 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: 169,679 shares; 2024Q4: 196,440 shares; 2025Q1: 185,483 shares; 2025Q2: 188,913 shares; 2025Q3: 190,391 shares; 2025Q4: 182,302 shares; 2026Q1: 198,441 shares 198,441 $50.3M 1.43% +16,139 Timeline BSCT 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: 1,969,430 shares; 2024Q4: 2,207,836 shares; 2025Q1: 2,598,243 shares; 2025Q2: 2,591,993 shares; 2025Q3: 2,620,949 shares; 2025Q4: 2,615,214 shares; 2026Q1: 2,599,716 shares 2,599,716 $48.5M 1.38% -15,498 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: 64,812 shares; 2024Q4: 67,574 shares; 2025Q1: 68,424 shares; 2025Q2: 70,150 shares; 2025Q3: 73,761 shares; 2025Q4: 73,251 shares; 2026Q1: 77,043 shares 77,043 $46M 1.31% +3,792 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: 189,874 shares; 2024Q4: 229,024 shares; 2025Q1: 238,128 shares; 2025Q2: 258,204 shares; 2025Q3: 258,892 shares; 2025Q4: 248,906 shares; 2026Q1: 263,363 shares 263,363 $45.9M 1.3% +14,457 Timeline BSCV 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: 1,673 shares; 2024Q4: 1,998,814 shares; 2025Q1: 2,439,184 shares; 2025Q2: 2,557,892 shares; 2025Q3: 2,641,190 shares; 2025Q4: 2,714,473 shares; 2026Q1: 2,688,721 shares 2,688,721 $44.3M 1.26% -25,752 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845,707 shares; 2024Q4: 2,070,713 shares; 2025Q1: 2,421,039 shares; 2025Q2: 2,426,509 shares; 2025Q3: 2,462,433 shares; 2025Q4: 2,377,359 shares; 2026Q1: 2,202,366 shares 2,202,366 $43.2M 1.23% -174,993 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: 599,173 shares; 2024Q4: 603,928 shares; 2025Q1: 607,172 shares; 2025Q2: 619,361 shares; 2025Q3: 660,474 shares; 2025Q4: 689,717 shares; 2026Q1: 738,755 shares 738,755 $41.8M 1.19% +49,038 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: 550,366 shares; 2024Q4: 578,984 shares; 2025Q1: 591,240 shares; 2025Q2: 590,302 shares; 2025Q3: 606,716 shares; 2025Q4: 619,257 shares; 2026Q1: 642,047 shares 642,047 $41M 1.16% +22,790 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: 130,396 shares; 2024Q4: 203,966 shares; 2025Q1: 204,309 shares; 2025Q2: 203,980 shares; 2025Q3: 203,669 shares; 2025Q4: 202,237 shares; 2026Q1: 208,487 shares 208,487 $40.9M 1.16% +6,250 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,261 shares; 2024Q4: 129,719 shares; 2025Q1: 134,649 shares; 2025Q2: 135,851 shares; 2025Q3: 133,310 shares; 2025Q4: 133,093 shares; 2026Q1: 131,049 shares 131,049 $39.6M 1.12% -2,044 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,910 shares; 2024Q4: 557,968 shares; 2025Q1: 613,033 shares; 2025Q2: 635,237 shares; 2025Q3: 635,258 shares; 2025Q4: 625,720 shares; 2026Q1: 446,106 shares 446,106 $35.1M 1% -179,614 Timeline XMVM 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: 497,839 shares; 2024Q4: 521,333 shares; 2025Q1: 508,278 shares; 2025Q2: 521,095 shares; 2025Q3: 515,564 shares; 2025Q4: 507,916 shares; 2026Q1: 525,711 shares 525,711 $34.2M 0.97% +17,795 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: 122,374 shares; 2024Q4: 124,281 shares; 2025Q1: 120,566 shares; 2025Q2: 137,218 shares; 2025Q3: 147,846 shares; 2025Q4: 153,865 shares; 2026Q1: 129,053 shares 129,053 $33.8M 0.96% -24,812 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: 377,050 shares; 2024Q4: 394,938 shares; 2025Q1: 387,903 shares; 2025Q2: 389,373 shares; 2025Q3: 402,867 shares; 2025Q4: 421,555 shares; 2026Q1: 434,553 shares 434,553 $33.5M 0.95% +12,998 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,352 shares; 2024Q4: 560,743 shares; 2025Q1: 639,284 shares; 2025Q2: 699,141 shares; 2025Q3: 702,915 shares; 2025Q4: 681,621 shares; 2026Q1: 887,974 shares 887,974 $32.9M 0.93% +206,353 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183,805 shares; 2025Q1: 265,617 shares; 2025Q2: 328,454 shares; 2025Q3: 302,838 shares; 2025Q4: 292,763 shares; 2026Q1: 279,586 shares 279,586 $30.9M 0.88% -13,177 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: 36,051 shares; 2024Q4: 36,849 shares; 2025Q1: 41,065 shares; 2025Q2: 42,076 shares; 2025Q3: 44,066 shares; 2025Q4: 40,366 shares; 2026Q1: 46,696 shares 46,696 $30.4M 0.86% +6,330 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: 298,028 shares; 2024Q4: 327,120 shares; 2025Q1: 336,084 shares; 2025Q2: 336,178 shares; 2025Q3: 348,052 shares; 2025Q4: 365,777 shares; 2026Q1: 376,993 shares 376,993 $29.6M 0.84% +11,216 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: 403,984 shares; 2024Q4: 413,392 shares; 2025Q1: 408,157 shares; 2025Q2: 404,359 shares; 2025Q3: 400,144 shares; 2025Q4: 396,591 shares; 2026Q1: 392,275 shares 392,275 $29.5M 0.84% -4,316 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: 25,072 shares; 2024Q4: 25,292 shares; 2025Q1: 15,245 shares; 2025Q2: 16,926 shares; 2025Q3: 14,953 shares; 2025Q4: 26,159 shares; 2026Q1: 293,531 shares 293,531 $29.1M 0.83% +267,372 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,589 shares; 2025Q1: 4,506 shares; 2025Q2: 3,342 shares; 2025Q3: 2,768 shares; 2025Q4: 3,762 shares; 2026Q1: 312,742 shares 312,742 $27.1M 0.77% +308,980 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,400 shares; 2024Q4: 475,294 shares; 2025Q1: 484,962 shares; 2025Q2: 496,579 shares; 2025Q3: 519,418 shares; 2025Q4: 540,377 shares; 2026Q1: 549,962 shares 549,962 $26.6M 0.75% +9,585 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: 366,348 shares; 2024Q4: 768,173 shares; 2025Q1: 781,245 shares; 2025Q2: 801,630 shares; 2025Q3: 840,640 shares; 2025Q4: 914,332 shares; 2026Q1: 982,911 shares 982,911 $26.2M 0.74% +68,579 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: 203,920 shares; 2024Q4: 220,672 shares; 2025Q1: 219,832 shares; 2025Q2: 221,662 shares; 2025Q3: 222,844 shares; 2025Q4: 221,638 shares; 2026Q1: 230,828 shares 230,828 $26.1M 0.74% +9,190 Timeline SCHO 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: 391,978 shares; 2024Q4: 821,653 shares; 2025Q1: 840,128 shares; 2025Q2: 863,939 shares; 2025Q3: 900,525 shares; 2025Q4: 983,861 shares; 2026Q1: 1,058,171 shares 1,058,171 $25.7M 0.73% +74,310 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: 11,060 shares; 2024Q4: 13,113 shares; 2025Q1: 13,655 shares; 2025Q2: 13,353 shares; 2025Q3: 19,424 shares; 2025Q4: 23,938 shares; 2026Q1: 58,721 shares 58,721 $25.3M 0.72% +34,783 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,553 shares; 2024Q4: 407,311 shares; 2025Q1: 420,312 shares; 2025Q2: 426,946 shares; 2025Q3: 443,027 shares; 2025Q4: 485,346 shares; 2026Q1: 522,750 shares 522,750 $25.1M 0.71% +37,404 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,754 shares; 2024Q4: 190,734 shares; 2025Q1: 198,644 shares; 2025Q2: 248,997 shares; 2025Q3: 243,034 shares; 2025Q4: 253,018 shares; 2026Q1: 220,186 shares 220,186 $23.4M 0.66% -32,832 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: 57,888 shares; 2024Q4: 56,624 shares; 2025Q1: 51,592 shares; 2025Q2: 57,437 shares; 2025Q3: 55,261 shares; 2025Q4: 53,865 shares; 2026Q1: 62,030 shares 62,030 $23M 0.65% +8,165 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: 181,950 shares; 2024Q4: 189,182 shares; 2025Q1: 274,207 shares; 2025Q2: 292,186 shares; 2025Q3: 282,022 shares; 2025Q4: 273,012 shares; 2026Q1: 276,960 shares 276,960 $22.9M 0.65% +3,948 Timeline BALI 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: 712,602 shares 712,602 $22M 0.62% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,329 shares; 2024Q4: 1,025,285 shares; 2025Q1: 1,011,768 shares; 2025Q2: 844,089 shares; 2025Q3: 848,270 shares; 2025Q4: 846,141 shares; 2026Q1: 863,449 shares 863,449 $21.7M 0.61% +17,308 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,764 shares; 2024Q4: 125,518 shares; 2025Q1: 124,736 shares; 2025Q2: 135,528 shares; 2025Q3: 162,299 shares; 2025Q4: 191,673 shares; 2026Q1: 148,688 shares 148,688 $21.5M 0.61% -42,985 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: 73,832 shares; 2024Q4: 96,344 shares; 2025Q1: 93,639 shares; 2025Q2: 92,876 shares; 2025Q3: 93,655 shares; 2025Q4: 93,577 shares; 2026Q1: 93,968 shares 93,968 $20.4M 0.58% +391 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: 84,776 shares; 2024Q4: 84,123 shares; 2025Q1: 73,750 shares; 2025Q2: 88,088 shares; 2025Q3: 86,729 shares; 2025Q4: 87,308 shares; 2026Q1: 96,688 shares 96,688 $20.1M 0.57% +9,380 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,801 shares; 2024Q4: 72,566 shares; 2025Q1: 70,455 shares; 2025Q2: 69,827 shares; 2025Q3: 66,946 shares; 2025Q4: 58,008 shares; 2026Q1: 54,205 shares 54,205 $19.9M 0.56% -3,803 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 32,486 shares; 2025Q1: 24,958 shares; 2025Q2: 51,113 shares; 2025Q3: 424,171 shares; 2025Q4: 549,493 shares; 2026Q1: 562,999 shares 562,999 $19.1M 0.54% +13,506 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: 67,987 shares; 2024Q4: 95,451 shares; 2025Q1: 154,304 shares; 2025Q2: 198,851 shares; 2025Q3: 167,803 shares; 2025Q4: 138,653 shares; 2026Q1: 125,305 shares 125,305 $18.6M 0.53% -13,348 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: 235,264 shares; 2024Q4: 317,962 shares; 2025Q1: 322,642 shares; 2025Q2: 326,735 shares; 2025Q3: 332,804 shares; 2025Q4: 344,403 shares; 2026Q1: 340,249 shares 340,249 $18.4M 0.52% -4,154 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,913 shares; 2024Q4: 200,697 shares; 2025Q1: 213,024 shares; 2025Q2: 222,675 shares; 2025Q3: 248,611 shares; 2025Q4: 274,690 shares; 2026Q1: 286,401 shares 286,401 $17M 0.48% +11,711 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: 65,645 shares; 2024Q4: 63,108 shares; 2025Q1: 51,236 shares; 2025Q2: 57,595 shares; 2025Q3: 58,457 shares; 2025Q4: 55,215 shares; 2026Q1: 56,877 shares 56,877 $16.4M 0.46% +1,662 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,525 shares; 2025Q1: 17,453 shares; 2025Q2: 124,877 shares; 2025Q3: 139,328 shares; 2025Q4: 150,771 shares; 2026Q1: 158,534 shares 158,534 $16.2M 0.46% +7,763 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,817 shares; 2024Q4: 205,636 shares; 2025Q1: 308,977 shares; 2025Q2: 242,992 shares; 2025Q3: 240,024 shares; 2025Q4: 362,408 shares; 2026Q1: 311,245 shares 311,245 $15.9M 0.45% -51,163 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,744 shares; 2024Q4: 445,437 shares; 2025Q1: 477,305 shares; 2025Q2: 456,838 shares; 2025Q3: 459,170 shares; 2025Q4: 564,734 shares; 2026Q1: 576,125 shares 576,125 $14.2M 0.4% +11,391 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,392 shares; 2024Q4: 292,572 shares; 2025Q1: 302,207 shares; 2025Q2: 306,381 shares; 2025Q3: 318,584 shares; 2025Q4: 363,957 shares; 2026Q1: 387,572 shares 387,572 $14M 0.4% +23,615 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 122,726 shares; 2025Q1: 154,597 shares; 2025Q2: 196,514 shares; 2025Q3: 192,616 shares; 2025Q4: 165,430 shares; 2026Q1: 477,240 shares 477,240 $13.9M 0.39% +311,810 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: 217 shares; 2024Q4: 55,933 shares; 2025Q1: 56,114 shares; 2025Q2: 57,620 shares; 2025Q3: 57,239 shares; 2025Q4: 57,256 shares; 2026Q1: 57,337 shares 57,337 $13.6M 0.39% +81 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: 14,949 shares; 2024Q4: 19,484 shares; 2025Q1: 19,587 shares; 2025Q2: 20,054 shares; 2025Q3: 20,955 shares; 2025Q4: 20,356 shares; 2026Q1: 23,372 shares 23,372 $13.5M 0.38% +3,016 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: 24,940 shares; 2024Q4: 43,990 shares; 2025Q1: 44,386 shares; 2025Q2: 46,306 shares; 2025Q3: 42,918 shares; 2025Q4: 45,256 shares; 2026Q1: 46,708 shares 46,708 $13.4M 0.38% +1,452 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 20,424 shares; 2025Q3: 20,335 shares; 2025Q4: 20,346 shares; 2026Q1: 131,988 shares 131,988 $13.2M 0.37% +111,642 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: 21,625 shares; 2024Q4: 39,791 shares; 2025Q1: 39,814 shares; 2025Q2: 39,466 shares; 2025Q3: 38,786 shares; 2025Q4: 39,804 shares; 2026Q1: 41,067 shares 41,067 $13.2M 0.37% +1,263 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: 23,603 shares; 2024Q4: 22,287 shares; 2025Q1: 18,225 shares; 2025Q2: 21,047 shares; 2025Q3: 20,835 shares; 2025Q4: 22,397 shares; 2026Q1: 22,809 shares 22,809 $13M 0.37% +412 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,601 shares; 2024Q4: 433,699 shares; 2025Q1: 420,363 shares; 2025Q2: 424,709 shares; 2025Q3: 421,199 shares; 2025Q4: 411,981 shares; 2026Q1: 417,210 shares 417,210 $12.8M 0.36% +5,229 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: 63,441 shares; 2024Q4: 62,594 shares; 2025Q1: 59,132 shares; 2025Q2: 15,329 shares; 2025Q3: 15,400 shares; 2025Q4: 64,219 shares; 2026Q1: 64,169 shares 64,169 $12.8M 0.36% -50 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: 37,557 shares; 2024Q4: 40,509 shares; 2025Q1: 41,090 shares; 2025Q2: 42,625 shares; 2025Q3: 49,496 shares; 2025Q4: 55,090 shares; 2026Q1: 46,048 shares 46,048 $12.7M 0.36% -9,042 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: 30,763 shares; 2024Q4: 32,904 shares; 2025Q1: 32,862 shares; 2025Q2: 13,816 shares; 2025Q3: 12,248 shares; 2025Q4: 31,328 shares; 2026Q1: 36,080 shares 36,080 $12.2M 0.35% +4,752 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,111 shares; 2025Q1: 6,113 shares; 2025Q2: 90,984 shares; 2025Q3: 104,270 shares; 2025Q4: 115,252 shares; 2026Q1: 118,424 shares 118,424 $12M 0.34% +3,172 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 14,962 shares; 2025Q1: 15,294 shares; 2025Q2: 15,276 shares; 2025Q3: 14,558 shares; 2025Q4: 14,496 shares; 2026Q1: 386,852 shares 386,852 $11.8M 0.33% +372,356 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: 26,119 shares; 2024Q4: 25,160 shares; 2025Q1: 24,485 shares; 2025Q2: 28,126 shares; 2025Q3: 34,480 shares; 2025Q4: 36,099 shares; 2026Q1: 38,024 shares 38,024 $11.8M 0.33% +1,925 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,412 shares; 2024Q4: 334,864 shares; 2025Q1: 332,829 shares; 2025Q2: 334,624 shares; 2025Q3: 335,519 shares; 2025Q4: 337,242 shares; 2026Q1: 376,909 shares 376,909 $11.7M 0.33% +39,667 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,150 shares; 2024Q4: 218,782 shares; 2025Q1: 219,241 shares; 2025Q2: 213,987 shares; 2025Q3: 214,698 shares; 2025Q4: 213,927 shares; 2026Q1: 214,288 shares 214,288 $11.3M 0.32% +361 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: 123,169 shares; 2024Q4: 119,952 shares; 2025Q1: 118,750 shares; 2025Q2: 121,827 shares; 2025Q3: 128,591 shares; 2025Q4: 136,989 shares; 2026Q1: 144,438 shares 144,438 $11.1M 0.32% +7,449 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,089 shares; 2025Q3: 171,029 shares; 2025Q4: 170,574 shares; 2026Q1: 172,428 shares 172,428 $11M 0.31% +1,854 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,171 shares; 2025Q1: 3,631 shares; 2025Q2: 3,415 shares; 2025Q3: 4,007 shares; 2025Q4: 4,070 shares; 2026Q1: 28,741 shares 28,741 $11M 0.31% +24,671 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: 89,396 shares; 2024Q4: 69,475 shares; 2025Q1: 75,285 shares; 2025Q2: 44,294 shares; 2025Q3: 58,054 shares; 2025Q4: 60,494 shares; 2026Q1: 63,930 shares 63,930 $10.8M 0.31% +3,436 Timeline VGK 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: 517 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,098 shares 130,098 $10.7M 0.3% new 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: 56,556 shares; 2024Q4: 52,819 shares; 2025Q1: 48,924 shares; 2025Q2: 51,015 shares; 2025Q3: 49,805 shares; 2025Q4: 50,580 shares; 2026Q1: 49,259 shares 49,259 $10.7M 0.3% -1,321 Timeline IXG ISHARES 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: 92,173 shares 92,173 $10.5M 0.3% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,405 shares; 2024Q4: 129,917 shares; 2025Q1: 133,164 shares; 2025Q2: 136,292 shares; 2025Q3: 141,214 shares; 2025Q4: 149,620 shares; 2026Q1: 159,837 shares 159,837 $10.5M 0.3% +10,217 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: 956 shares; 2024Q4: 87,976 shares; 2025Q1: 87,212 shares; 2025Q2: 88,402 shares; 2025Q3: 91,052 shares; 2025Q4: 91,490 shares; 2026Q1: 92,724 shares 92,724 $10.3M 0.29% +1,234 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: 1,526 shares; 2024Q4: 1,878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares; 2026Q1: 175,210 shares 175,210 $10.2M 0.29% +152,914 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: 48,515 shares; 2024Q4: 42,913 shares; 2025Q1: 38,155 shares; 2025Q2: 38,484 shares; 2025Q3: 35,907 shares; 2025Q4: 33,111 shares; 2026Q1: 34,581 shares 34,581 $10.2M 0.29% +1,470 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: 65,463 shares; 2024Q4: 109,937 shares; 2025Q1: 108,107 shares; 2025Q2: 109,959 shares; 2025Q3: 110,693 shares; 2025Q4: 113,065 shares; 2026Q1: 114,083 shares 114,083 $10.1M 0.29% +1,018 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: 23,978 shares; 2024Q4: 19,919 shares; 2025Q1: 17,010 shares; 2025Q2: 22,653 shares; 2025Q3: 22,778 shares; 2025Q4: 24,088 shares; 2026Q1: 26,480 shares 26,480 $9.84M 0.28% +2,392 Timeline AIA ISHARES 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: 91,502 shares 91,502 $9.71M 0.28% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,377 shares; 2024Q4: 44,294 shares; 2025Q1: 58,947 shares; 2025Q2: 72,987 shares; 2025Q3: 103,563 shares; 2025Q4: 112,873 shares; 2026Q1: 168,439 shares 168,439 $9.35M 0.27% +55,566 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,047 shares; 2024Q4: 32,015 shares; 2025Q1: 32,528 shares; 2025Q2: 32,466 shares; 2025Q3: 32,861 shares; 2025Q4: 31,523 shares; 2026Q1: 94,519 shares 94,519 $9.18M 0.26% +62,996 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: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,572 shares; 2026Q1: 202,106 shares 202,106 $8.6M 0.24% +152,534 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,191 shares; 2024Q4: 291,421 shares; 2025Q1: 297,408 shares; 2025Q2: 309,388 shares; 2025Q3: 340,270 shares; 2025Q4: 373,701 shares; 2026Q1: 397,445 shares 397,445 $8.54M 0.24% +23,744 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: 112,716 shares; 2024Q4: 112,586 shares; 2025Q1: 110,611 shares; 2025Q2: 105,753 shares; 2025Q3: 104,702 shares; 2025Q4: 93,354 shares; 2026Q1: 91,208 shares 91,208 $8.45M 0.24% -2,146 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly 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: 573,966 shares 573,966 $8.38M 0.24% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,915 shares; 2024Q4: 325,307 shares; 2025Q1: 334,687 shares; 2025Q2: 343,851 shares; 2025Q3: 349,977 shares; 2025Q4: 351,032 shares; 2026Q1: 358,722 shares 358,722 $8.31M 0.24% +7,690 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: 64,614 shares; 2024Q4: 57,793 shares; 2025Q1: 51,163 shares; 2025Q2: 53,648 shares; 2025Q3: 52,944 shares; 2025Q4: 59,813 shares; 2026Q1: 54,434 shares 54,434 $8.01M 0.23% -5,379 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: 131,630 shares; 2024Q4: 269,553 shares; 2025Q1: 303,563 shares; 2025Q2: 308,693 shares; 2025Q3: 299,830 shares; 2025Q4: 319,946 shares; 2026Q1: 336,413 shares 336,413 $7.81M 0.22% +16,467 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: 9,467 shares; 2024Q4: 8,922 shares; 2025Q1: 12,156 shares; 2025Q2: 8,883 shares; 2025Q3: 7,629 shares; 2025Q4: 6,507 shares; 2026Q1: 94,356 shares 94,356 $7.74M 0.22% +87,849 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450,684 shares 450,684 $7.71M 0.22% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,113 shares; 2024Q4: 151,709 shares; 2025Q1: 228,079 shares; 2025Q2: 303,385 shares; 2025Q3: 241,339 shares; 2025Q4: 212,497 shares; 2026Q1: 197,614 shares 197,614 $7.7M 0.22% -14,883 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: 1,426 shares; 2024Q4: 1,079 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,980 shares 112,980 $7.68M 0.22% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,493 shares; 2025Q1: 7,036 shares; 2025Q2: 9,135 shares; 2025Q3: 9,224 shares; 2025Q4: 9,273 shares; 2026Q1: 148,873 shares 148,873 $7.56M 0.21% +139,600 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: 42,091 shares; 2024Q4: 40,837 shares; 2025Q1: 39,329 shares; 2025Q2: 37,549 shares; 2025Q3: 33,411 shares; 2025Q4: 32,305 shares; 2026Q1: 31,013 shares 31,013 $7.52M 0.21% -1,292 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,975 shares; 2024Q4: 79,806 shares; 2025Q1: 77,072 shares; 2025Q2: 75,740 shares; 2025Q3: 70,057 shares; 2025Q4: 66,493 shares; 2026Q1: 75,847 shares 75,847 $7.43M 0.21% +9,354 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: 2,792 shares; 2024Q4: 2,681 shares; 2025Q1: 2,699 shares; 2025Q2: 3,304 shares; 2025Q3: 3,308 shares; 2025Q4: 3,608 shares; 2026Q1: 10,132 shares 10,132 $7.18M 0.2% +6,524 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 47,343 shares; 2025Q1: 47,035 shares; 2025Q2: 46,863 shares; 2025Q3: 47,803 shares; 2025Q4: 48,965 shares; 2026Q1: 48,694 shares 48,694 $7.1M 0.2% -271 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: 39,114 shares; 2024Q4: 35,112 shares; 2025Q1: 27,899 shares; 2025Q2: 30,409 shares; 2025Q3: 31,176 shares; 2025Q4: 31,519 shares; 2026Q1: 28,911 shares 28,911 $7.07M 0.2% -2,608 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,300 shares; 2025Q1: 119,083 shares; 2025Q2: 154,836 shares; 2025Q3: 135,065 shares; 2025Q4: 112,703 shares; 2026Q1: 117,528 shares 117,528 $6.96M 0.2% +4,825 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: 6,945 shares; 2024Q4: 6,249 shares; 2025Q1: 5,989 shares; 2025Q2: 5,796 shares; 2025Q3: 6,215 shares; 2025Q4: 6,111 shares; 2026Q1: 6,965 shares 6,965 $6.94M 0.2% +854 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: 25,160 shares; 2024Q4: 49,040 shares; 2025Q1: 49,040 shares; 2025Q2: 48,511 shares; 2025Q3: 48,206 shares; 2025Q4: 48,378 shares; 2026Q1: 48,429 shares 48,429 $6.9M 0.2% +51 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: 171,280 shares; 2024Q4: 162,490 shares; 2025Q1: 156,719 shares; 2025Q2: 160,665 shares; 2025Q3: 153,424 shares; 2025Q4: 150,066 shares; 2026Q1: 150,170 shares 150,170 $6.86M 0.19% +104 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: 68,379 shares; 2024Q4: 70,658 shares; 2025Q1: 82,490 shares; 2025Q2: 77,257 shares; 2025Q3: 101,481 shares; 2025Q4: 60,044 shares; 2026Q1: 120,689 shares 120,689 $6.84M 0.19% +60,645 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: 24,262 shares; 2024Q4: 24,264 shares; 2025Q1: 24,336 shares; 2025Q2: 28,591 shares; 2025Q3: 28,649 shares; 2025Q4: 24,318 shares; 2026Q1: 99,734 shares 99,734 $6.81M 0.19% +75,416 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,655 shares; 2024Q4: 206,355 shares; 2025Q1: 182,976 shares; 2025Q2: 88,593 shares; 2025Q3: 81,222 shares; 2025Q4: 76,109 shares; 2026Q1: 69,224 shares 69,224 $6.54M 0.19% -6,885 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: 47,507 shares; 2024Q4: 55,111 shares; 2025Q1: 49,270 shares; 2025Q2: 15,158 shares; 2025Q3: 14,136 shares; 2025Q4: 55,883 shares; 2026Q1: 56,859 shares 56,859 $6.45M 0.18% +976 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: 11,863 shares; 2024Q4: 9,734 shares; 2025Q1: 8,577 shares; 2025Q2: 8,396 shares; 2025Q3: 7,982 shares; 2025Q4: 7,633 shares; 2026Q1: 7,605 shares 7,605 $6.43M 0.18% -28 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,291 shares 116,291 $6.32M 0.18% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,968 shares; 2024Q4: 94,281 shares; 2025Q1: 94,916 shares; 2025Q2: 98,486 shares; 2025Q3: 119,764 shares; 2025Q4: 116,769 shares; 2026Q1: 118,206 shares 118,206 $6.24M 0.18% +1,437 Timeline MDYV 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: 201,871 shares; 2024Q4: 200,984 shares; 2025Q1: 201,976 shares; 2025Q2: 77,880 shares; 2025Q3: 74,812 shares; 2025Q4: 73,232 shares; 2026Q1: 73,202 shares 73,202 $6.23M 0.18% -30 Timeline FTGS 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: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,598 shares 182,598 $6.22M 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,666 shares 124,666 $6.21M 0.18% new 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: 109,710 shares; 2024Q4: 99,772 shares; 2025Q1: 93,499 shares; 2025Q2: 92,397 shares; 2025Q3: 89,765 shares; 2025Q4: 84,425 shares; 2026Q1: 88,925 shares 88,925 $6.01M 0.17% +4,500 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,530 shares 242,530 $5.85M 0.17% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 20,081 shares; 2025Q1: 20,003 shares; 2025Q2: 21,994 shares; 2025Q3: 21,330 shares; 2025Q4: 38,287 shares; 2026Q1: 43,925 shares 43,925 $5.84M 0.17% +5,638 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: 52,623 shares; 2024Q4: 57,653 shares; 2025Q1: 45,547 shares; 2025Q2: 48,526 shares; 2025Q3: 48,918 shares; 2025Q4: 55,652 shares; 2026Q1: 60,239 shares 60,239 $5.8M 0.16% +4,587 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: 67,613 shares; 2024Q4: 70,989 shares; 2025Q1: 71,028 shares; 2025Q2: 68,538 shares; 2025Q3: 69,157 shares; 2025Q4: 71,127 shares; 2026Q1: 73,854 shares 73,854 $5.73M 0.16% +2,727 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,805 shares 268,805 $5.63M 0.16% new 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: 4,839 shares; 2024Q4: 5,253 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares; 2025Q3: 6,188 shares; 2025Q4: 5,455 shares; 2026Q1: 6,070 shares 6,070 $5.58M 0.16% +615 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,189 shares; 2025Q4: 217,812 shares; 2026Q1: 119,315 shares 119,315 $5.55M 0.16% -98,497 Timeline VNQI 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: 86,504 shares; 2024Q4: 94,387 shares; 2025Q1: 97,673 shares; 2025Q2: 101,073 shares; 2025Q3: 109,931 shares; 2025Q4: 116,996 shares; 2026Q1: 123,963 shares 123,963 $5.51M 0.16% +6,967 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: 23,186 shares; 2024Q4: 22,859 shares; 2025Q1: 22,948 shares; 2025Q2: 21,765 shares; 2025Q3: 20,580 shares; 2025Q4: 20,066 shares; 2026Q1: 18,319 shares 18,319 $5.47M 0.16% -1,747 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 27,853 shares; 2025Q1: 45,069 shares; 2025Q2: 58,185 shares; 2025Q3: 78,610 shares; 2025Q4: 51,350 shares; 2026Q1: 93,067 shares 93,067 $5.45M 0.15% +41,717 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,199 shares 135,199 $5.37M 0.15% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,854 shares; 2024Q4: 132,694 shares; 2025Q1: 137,650 shares; 2025Q2: 137,063 shares; 2025Q3: 138,665 shares; 2025Q4: 119,411 shares; 2026Q1: 74,887 shares 74,887 $5.36M 0.15% -44,524 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 7,458 shares; 2025Q1: 7,589 shares; 2025Q2: 6,944 shares; 2025Q3: 6,969 shares; 2025Q4: 5,934 shares; 2026Q1: 93,838 shares 93,838 $5.33M 0.15% +87,904 Timeline BSMT 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: 77,238 shares; 2024Q4: 129,286 shares; 2025Q1: 166,334 shares; 2025Q2: 154,165 shares; 2025Q3: 178,254 shares; 2025Q4: 201,830 shares; 2026Q1: 229,676 shares 229,676 $5.29M 0.15% +27,846 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: 18,213 shares; 2024Q4: 16,950 shares; 2025Q1: 16,374 shares; 2025Q2: 16,152 shares; 2025Q3: 16,311 shares; 2025Q4: 16,133 shares; 2026Q1: 16,067 shares 16,067 $5.28M 0.15% -66 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: 37,563 shares; 2024Q4: 37,976 shares; 2025Q1: 38,306 shares; 2025Q2: 34,079 shares; 2025Q3: 34,299 shares; 2025Q4: 36,732 shares; 2026Q1: 41,313 shares 41,313 $5.13M 0.15% +4,581 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: 72,328 shares; 2024Q4: 75,014 shares; 2025Q1: 50,245 shares; 2025Q2: 40,972 shares; 2025Q3: 39,378 shares; 2025Q4: 42,488 shares; 2026Q1: 41,016 shares 41,016 $5.1M 0.14% -1,472 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: 12,025 shares; 2024Q4: 10,648 shares; 2025Q1: 9,264 shares; 2025Q2: 10,239 shares; 2025Q3: 10,107 shares; 2025Q4: 9,821 shares; 2026Q1: 10,029 shares 10,029 $5.01M 0.14% +208 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: 68,342 shares; 2024Q4: 67,683 shares; 2025Q1: 68,021 shares; 2025Q2: 67,250 shares; 2025Q3: 67,454 shares; 2025Q4: 67,791 shares; 2026Q1: 69,231 shares 69,231 $5.01M 0.14% +1,440 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: 16,926 shares; 2024Q4: 14,123 shares; 2025Q1: 13,824 shares; 2025Q2: 12,834 shares; 2025Q3: 16,804 shares; 2025Q4: 16,416 shares; 2026Q1: 16,380 shares 16,380 $4.95M 0.14% -36 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: 27,117 shares; 2024Q4: 26,562 shares; 2025Q1: 25,014 shares; 2025Q2: 19,038 shares; 2025Q3: 21,387 shares; 2025Q4: 21,192 shares; 2026Q1: 23,695 shares 23,695 $4.9M 0.14% +2,503 Timeline JCPI 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: 13,894 shares; 2025Q4: 95,847 shares; 2026Q1: 100,729 shares 100,729 $4.87M 0.14% +4,882 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: 18,146 shares; 2024Q4: 17,819 shares; 2025Q1: 17,178 shares; 2025Q2: 16,890 shares; 2025Q3: 16,823 shares; 2025Q4: 16,189 shares; 2026Q1: 13,752 shares 13,752 $4.87M 0.14% -2,437 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: 11,732 shares; 2024Q4: 12,239 shares; 2025Q1: 11,973 shares; 2025Q2: 12,130 shares; 2025Q3: 12,185 shares; 2025Q4: 10,902 shares; 2026Q1: 11,178 shares 11,178 $4.77M 0.14% +276 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: 49,213 shares; 2024Q4: 52,311 shares; 2025Q1: 50,982 shares; 2025Q2: 50,320 shares; 2025Q3: 48,750 shares; 2025Q4: 46,675 shares; 2026Q1: 53,797 shares 53,797 $4.74M 0.13% +7,122 Timeline AVXC 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: 43,509 shares; 2025Q2: 104,344 shares; 2025Q3: 88,220 shares; 2025Q4: 72,843 shares; 2026Q1: 70,000 shares 70,000 $4.73M 0.13% -2,843 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: 37,657 shares; 2024Q4: 37,292 shares; 2025Q1: 37,825 shares; 2025Q2: 37,914 shares; 2025Q3: 38,295 shares; 2025Q4: 50,923 shares; 2026Q1: 52,291 shares 52,291 $4.73M 0.13% +1,368 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: 46,518 shares; 2024Q4: 46,518 shares; 2025Q1: 48,841 shares; 2025Q2: 50,501 shares; 2025Q3: 50,929 shares; 2025Q4: 53,394 shares; 2026Q1: 59,247 shares 59,247 $4.68M 0.13% +5,853 Timeline BSMV 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: 11,513 shares; 2024Q4: 118,554 shares; 2025Q1: 146,393 shares; 2025Q2: 117,644 shares; 2025Q3: 147,354 shares; 2025Q4: 174,209 shares; 2026Q1: 223,134 shares 223,134 $4.66M 0.13% +48,925 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: 176,022 shares; 2024Q4: 177,955 shares; 2025Q1: 175,937 shares; 2025Q2: 178,424 shares; 2025Q3: 179,717 shares; 2025Q4: 178,417 shares; 2026Q1: 178,501 shares 178,501 $4.57M 0.13% +84 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: 62,507 shares; 2024Q4: 56,215 shares; 2025Q1: 50,295 shares; 2025Q2: 51,835 shares; 2025Q3: 51,680 shares; 2025Q4: 52,457 shares; 2026Q1: 57,416 shares 57,416 $4.57M 0.13% +4,959 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: 15,734 shares; 2024Q4: 14,736 shares; 2025Q1: 12,043 shares; 2025Q2: 13,404 shares; 2025Q3: 15,727 shares; 2025Q4: 15,154 shares; 2026Q1: 15,004 shares 15,004 $4.53M 0.13% -150 Timeline IMCV ISHARES 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: 15,307 shares; 2026Q1: 53,240 shares 53,240 $4.51M 0.13% +37,933 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,744 shares 187,744 $4.5M 0.13% new 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: 51,190 shares; 2024Q4: 50,245 shares; 2025Q1: 48,317 shares; 2025Q2: 47,004 shares; 2025Q3: 54,045 shares; 2025Q4: 53,858 shares; 2026Q1: 49,721 shares 49,721 $4.5M 0.13% -4,137 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,274 shares; 2025Q1: 19,274 shares; 2025Q2: 19,274 shares; 2025Q3: 65,607 shares; 2025Q4: 197,397 shares; 2026Q1: 120,093 shares 120,093 $4.47M 0.13% -77,304 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: 16,547 shares; 2024Q4: 14,510 shares; 2025Q1: 14,215 shares; 2025Q2: 14,217 shares; 2025Q3: 14,872 shares; 2025Q4: 13,903 shares; 2026Q1: 14,233 shares 14,233 $4.42M 0.13% +330 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: 115,634 shares; 2024Q4: 120,306 shares; 2025Q1: 126,363 shares; 2025Q2: 51,412 shares; 2025Q3: 51,395 shares; 2025Q4: 127,547 shares; 2026Q1: 128,880 shares 128,880 $4.32M 0.12% +1,333 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: 2,423 shares; 2024Q4: 2,377 shares; 2025Q1: 3,393 shares; 2025Q2: 891 shares; 2025Q3: 971 shares; 2025Q4: 4,671 shares; 2026Q1: 4,950 shares 4,950 $4.32M 0.12% +279 Timeline BSMR 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: 88,559 shares; 2024Q4: 128,236 shares; 2025Q1: 157,492 shares; 2025Q2: 147,798 shares; 2025Q3: 166,387 shares; 2025Q4: 191,201 shares; 2026Q1: 182,511 shares 182,511 $4.32M 0.12% -8,690 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: 4,621 shares; 2024Q4: 4,341 shares; 2025Q1: 2,928 shares; 2025Q2: 4,312 shares; 2025Q3: 4,332 shares; 2025Q4: 45,818 shares; 2026Q1: 44,403 shares 44,403 $4.27M 0.12% -1,415 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,018 shares 89,018 $4.26M 0.12% new 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: 27,042 shares; 2024Q4: 53,561 shares; 2025Q1: 49,192 shares; 2025Q2: 46,681 shares; 2025Q3: 46,181 shares; 2025Q4: 50,962 shares; 2026Q1: 145,664 shares 145,664 $4.24M 0.12% +94,702 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: 76,452 shares; 2024Q4: 154,123 shares; 2025Q1: 152,714 shares; 2025Q2: 148,033 shares; 2025Q3: 143,781 shares; 2025Q4: 144,273 shares; 2026Q1: 167,924 shares 167,924 $4.16M 0.12% +23,651 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: 42,700 shares; 2024Q4: 47,093 shares; 2025Q1: 43,738 shares; 2025Q2: 42,737 shares; 2025Q3: 42,651 shares; 2025Q4: 42,763 shares; 2026Q1: 40,456 shares 40,456 $4.15M 0.12% -2,307 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,043 shares; 2024Q4: 82,119 shares; 2025Q1: 85,109 shares; 2025Q2: 85,955 shares; 2025Q3: 115,043 shares; 2025Q4: 117,027 shares; 2026Q1: 120,149 shares 120,149 $4.15M 0.12% +3,122 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,890 shares; 2024Q4: 69,404 shares; 2025Q1: 69,143 shares; 2025Q2: 7,256 shares; 2025Q3: 7,286 shares; 2025Q4: 69,757 shares; 2026Q1: 69,192 shares 69,192 $4.07M 0.12% -565 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 38,247 shares; 2026Q1: 97,670 shares 97,670 $4.03M 0.11% +59,423 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: 20,881 shares; 2024Q4: 19,602 shares; 2025Q1: 17,795 shares; 2025Q2: 17,220 shares; 2025Q3: 16,796 shares; 2025Q4: 16,406 shares; 2026Q1: 15,873 shares 15,873 $3.95M 0.11% -533 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: 50,228 shares; 2024Q4: 50,748 shares; 2025Q1: 52,017 shares; 2025Q2: 50,429 shares; 2025Q3: 47,616 shares; 2025Q4: 42,311 shares; 2026Q1: 42,321 shares 42,321 $3.93M 0.11% +10 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: 14,473 shares; 2024Q4: 12,167 shares; 2025Q1: 11,979 shares; 2025Q2: 11,916 shares; 2025Q3: 11,920 shares; 2025Q4: 12,090 shares; 2026Q1: 19,184 shares 19,184 $3.9M 0.11% +7,094 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: 31,187 shares; 2024Q4: 30,451 shares; 2025Q1: 27,292 shares; 2025Q2: 26,804 shares; 2025Q3: 27,002 shares; 2025Q4: 27,314 shares; 2026Q1: 27,131 shares 27,131 $3.85M 0.11% -183 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: 131,312 shares; 2024Q4: 85,849 shares; 2025Q1: 67,454 shares; 2025Q2: 86,447 shares; 2025Q3: 82,210 shares; 2025Q4: 79,271 shares; 2026Q1: 78,061 shares 78,061 $3.81M 0.11% -1,210 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,401 shares 180,401 $3.74M 0.11% new 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: 62,649 shares; 2024Q4: 63,679 shares; 2025Q1: 47,399 shares; 2025Q2: 47,801 shares; 2025Q3: 46,983 shares; 2025Q4: 46,912 shares; 2026Q1: 53,434 shares 53,434 $3.71M 0.11% +6,522 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,241 shares; 2024Q4: 129,985 shares; 2025Q1: 132,899 shares; 2025Q2: 130,543 shares; 2025Q3: 127,779 shares; 2025Q4: 126,859 shares; 2026Q1: 124,417 shares 124,417 $3.63M 0.1% -2,442 Timeline DFIS 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: 63,327 shares; 2024Q4: 66,471 shares; 2025Q1: 68,809 shares; 2025Q2: 69,697 shares; 2025Q3: 99,576 shares; 2025Q4: 101,471 shares; 2026Q1: 104,455 shares 104,455 $3.52M 0.1% +2,984 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: 4,097 shares; 2024Q4: 4,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,035 shares 195,035 $3.51M 0.1% new 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: 10,353 shares; 2024Q4: 10,671 shares; 2025Q1: 11,188 shares; 2025Q2: 4,636 shares; 2025Q3: 4,688 shares; 2025Q4: 11,564 shares; 2026Q1: 12,362 shares 12,362 $3.51M 0.1% +798 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,558 shares; 2024Q4: 120,240 shares; 2025Q1: 119,376 shares; 2025Q2: 119,425 shares; 2025Q3: 115,502 shares; 2025Q4: 116,423 shares; 2026Q1: 116,650 shares 116,650 $3.51M 0.1% +227 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: 16,701 shares; 2024Q4: 16,923 shares; 2025Q1: 16,349 shares; 2025Q2: 16,203 shares; 2025Q3: 16,480 shares; 2025Q4: 16,325 shares; 2026Q1: 16,358 shares 16,358 $3.5M 0.1% +33 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,742 shares 37,742 $3.48M 0.1% new 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: 19,523 shares; 2024Q4: 17,697 shares; 2025Q1: 15,141 shares; 2025Q2: 16,543 shares; 2025Q3: 15,776 shares; 2025Q4: 16,241 shares; 2026Q1: 18,236 shares 18,236 $3.4M 0.1% +1,995 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: 30,717 shares; 2024Q4: 33,233 shares; 2025Q1: 17,099 shares; 2025Q2: 26,794 shares; 2025Q3: 27,519 shares; 2025Q4: 28,184 shares; 2026Q1: 25,100 shares 25,100 $3.31M 0.09% -3,084 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: 4,394 shares; 2024Q4: 3,660 shares; 2025Q1: 3,230 shares; 2025Q2: 3,581 shares; 2025Q3: 3,562 shares; 2025Q4: 3,487 shares; 2026Q1: 3,437 shares 3,437 $3.31M 0.09% -50 Timeline SCYB 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: 30,467 shares; 2026Q1: 127,110 shares 127,110 $3.3M 0.09% +96,643 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,155 shares; 2024Q4: 57,414 shares; 2025Q1: 58,847 shares; 2025Q2: 59,447 shares; 2025Q3: 79,606 shares; 2025Q4: 80,535 shares; 2026Q1: 81,037 shares 81,037 $3.2M 0.09% +502 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,279 shares; 2025Q1: 87,778 shares; 2025Q2: 85,659 shares; 2025Q3: 89,557 shares; 2025Q4: 97,367 shares; 2026Q1: 94,111 shares 94,111 $3.18M 0.09% -3,256 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: 25,049 shares; 2024Q4: 26,733 shares; 2025Q1: 25,879 shares; 2025Q2: 25,552 shares; 2025Q3: 25,906 shares; 2025Q4: 24,112 shares; 2026Q1: 24,383 shares 24,383 $3.11M 0.09% +271 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: 8,435 shares; 2024Q4: 14,121 shares; 2025Q1: 13,665 shares; 2025Q2: 13,853 shares; 2025Q3: 13,644 shares; 2025Q4: 14,240 shares; 2026Q1: 15,128 shares 15,128 $3.08M 0.09% +888 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: 8,603 shares; 2024Q4: 8,571 shares; 2025Q1: 8,283 shares; 2025Q2: 8,189 shares; 2025Q3: 8,115 shares; 2025Q4: 8,093 shares; 2026Q1: 9,029 shares 9,029 $3.05M 0.09% +936 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,312 shares; 2024Q4: 53,524 shares; 2025Q1: 119,158 shares; 2025Q2: 132,615 shares; 2025Q3: 141,608 shares; 2025Q4: 152,063 shares; 2026Q1: 148,517 shares 148,517 $3.03M 0.09% -3,546 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,770 shares; 2025Q1: 4,831 shares; 2025Q2: 5,240 shares; 2025Q3: 5,396 shares; 2025Q4: 5,384 shares; 2026Q1: 5,346 shares 5,346 $3.01M 0.09% -38 Timeline BSCW 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: 35,763 shares; 2025Q4: 97,884 shares; 2026Q1: 145,581 shares 145,581 $3M 0.09% +47,697 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,692 shares; 2026Q1: 37,037 shares 37,037 $2.98M 0.08% +32,345 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: 16,239 shares; 2024Q4: 13,498 shares; 2025Q1: 13,019 shares; 2025Q2: 12,889 shares; 2025Q3: 13,122 shares; 2025Q4: 13,013 shares; 2026Q1: 12,976 shares 12,976 $2.93M 0.08% -37 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: 14,046 shares; 2024Q4: 13,820 shares; 2025Q1: 13,725 shares; 2025Q2: 13,607 shares; 2025Q3: 13,369 shares; 2025Q4: 13,192 shares; 2026Q1: 13,749 shares 13,749 $2.9M 0.08% +557 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,934 shares 152,934 $2.9M 0.08% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares 4 $2.87M 0.08% -1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,600 shares; 2024Q4: 38,029 shares; 2025Q1: 36,531 shares; 2025Q2: 36,113 shares; 2025Q3: 36,711 shares; 2025Q4: 37,082 shares; 2026Q1: 35,943 shares 35,943 $2.81M 0.08% -1,139 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: 13,257 shares; 2024Q4: 14,096 shares; 2025Q1: 15,340 shares; 2025Q2: 15,134 shares; 2025Q3: 16,145 shares; 2025Q4: 31,995 shares; 2026Q1: 45,420 shares 45,420 $2.78M 0.08% +13,425 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,643 shares; 2024Q4: 28,690 shares; 2025Q1: 28,676 shares; 2025Q2: not reported; 2025Q3: 5,826 shares; 2025Q4: 32,901 shares; 2026Q1: 33,064 shares 33,064 $2.77M 0.08% +163 Timeline BSCU 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: 5,500 shares; 2025Q1: 30,671 shares; 2025Q2: 69,978 shares; 2025Q3: 123,415 shares; 2025Q4: 158,034 shares; 2026Q1: 164,815 shares 164,815 $2.76M 0.08% +6,781 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,000 shares; 2026Q1: 29,281 shares 29,281 $2.7M 0.08% +281 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: 5,288 shares; 2024Q4: 9,357 shares; 2025Q1: 11,441 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 14,568 shares; 2026Q1: 16,392 shares 16,392 $2.69M 0.08% +1,824 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,265 shares 60,265 $2.69M 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 9,910 shares; 2025Q1: 7,838 shares; 2025Q2: 10,120 shares; 2025Q3: 10,338 shares; 2025Q4: 10,080 shares; 2026Q1: 9,779 shares 9,779 $2.65M 0.08% -301 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,842 shares 64,842 $2.63M 0.07% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,501 shares 58,501 $2.6M 0.07% new Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,876 shares 72,876 $2.59M 0.07% 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: 13,767 shares; 2024Q4: 32,867 shares; 2025Q1: 32,937 shares; 2025Q2: 32,494 shares; 2025Q3: 33,163 shares; 2025Q4: 32,175 shares; 2026Q1: 32,600 shares 32,600 $2.58M 0.07% +425 Timeline BLV 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: 1,862 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 6,492 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares; 2026Q1: 37,506 shares 37,506 $2.58M 0.07% +31,048 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: 13,550 shares; 2024Q4: 13,437 shares; 2025Q1: 13,405 shares; 2025Q2: 12,762 shares; 2025Q3: 12,775 shares; 2025Q4: 13,106 shares; 2026Q1: 12,996 shares 12,996 $2.58M 0.07% -110 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: 44,037 shares; 2024Q4: 127,804 shares; 2025Q1: 121,368 shares; 2025Q2: 115,971 shares; 2025Q3: 111,745 shares; 2025Q4: 110,184 shares; 2026Q1: 99,912 shares 99,912 $2.56M 0.07% -10,272 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: 27,665 shares; 2024Q4: 27,379 shares; 2025Q1: 24,209 shares; 2025Q2: 26,985 shares; 2025Q3: 27,390 shares; 2025Q4: 27,085 shares; 2026Q1: 27,435 shares 27,435 $2.55M 0.07% +350 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: 18,313 shares; 2024Q4: 16,523 shares; 2025Q1: 15,956 shares; 2025Q2: 17,493 shares; 2025Q3: 18,101 shares; 2025Q4: 15,805 shares; 2026Q1: 16,385 shares 16,385 $2.54M 0.07% +580 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 10,754 shares; 2025Q1: 12,379 shares; 2025Q2: 12,213 shares; 2025Q3: 10,631 shares; 2025Q4: 10,190 shares; 2026Q1: 16,631 shares 16,631 $2.53M 0.07% +6,441 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,606 shares; 2025Q1: 16,018 shares; 2025Q2: 15,262 shares; 2025Q3: 15,977 shares; 2025Q4: 37,117 shares; 2026Q1: 54,979 shares 54,979 $2.52M 0.07% +17,862 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,566 shares 101,566 $2.52M 0.07% new 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: 59,366 shares; 2024Q4: 64,467 shares; 2025Q1: 58,735 shares; 2025Q2: 54,167 shares; 2025Q3: 51,122 shares; 2025Q4: 46,254 shares; 2026Q1: 36,913 shares 36,913 $2.52M 0.07% -9,341 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: 43,228 shares; 2024Q4: 42,817 shares; 2025Q1: 48,100 shares; 2025Q2: 42,665 shares; 2025Q3: 38,148 shares; 2025Q4: 40,506 shares; 2026Q1: 50,020 shares 50,020 $2.47M 0.07% +9,514 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,664 shares 51,664 $2.46M 0.07% new 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: 8,525 shares; 2024Q4: 7,684 shares; 2025Q1: 12,581 shares; 2025Q2: 16,090 shares; 2025Q3: 17,154 shares; 2025Q4: 16,971 shares; 2026Q1: 16,759 shares 16,759 $2.45M 0.07% -212 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: 14,355 shares; 2024Q4: 13,933 shares; 2025Q1: 14,425 shares; 2025Q2: 15,905 shares; 2025Q3: 15,094 shares; 2025Q4: 15,541 shares; 2026Q1: 15,102 shares 15,102 $2.44M 0.07% -439 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,869 shares; 2024Q4: 29,797 shares; 2025Q1: 29,730 shares; 2025Q2: 29,701 shares; 2025Q3: 29,731 shares; 2025Q4: 29,687 shares; 2026Q1: 39,013 shares 39,013 $2.44M 0.07% +9,326 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 9,533 shares; 2025Q1: 9,412 shares; 2025Q2: 9,310 shares; 2025Q3: 9,159 shares; 2025Q4: 9,121 shares; 2026Q1: 9,096 shares 9,096 $2.42M 0.07% -25 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: 11,120 shares; 2024Q4: 9,483 shares; 2025Q1: 9,439 shares; 2025Q2: 9,349 shares; 2025Q3: 9,488 shares; 2025Q4: 9,085 shares; 2026Q1: 7,255 shares 7,255 $2.38M 0.07% -1,830 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: 20,507 shares; 2024Q4: 20,361 shares; 2025Q1: 21,635 shares; 2025Q2: 21,765 shares; 2025Q3: 21,308 shares; 2025Q4: 21,290 shares; 2026Q1: 20,118 shares 20,118 $2.38M 0.07% -1,172 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: 8,199 shares; 2024Q4: 8,039 shares; 2025Q1: 6,913 shares; 2025Q2: 6,796 shares; 2025Q3: 6,707 shares; 2025Q4: 6,679 shares; 2026Q1: 7,248 shares 7,248 $2.38M 0.07% +569 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: 6,641 shares; 2024Q4: 7,326 shares; 2025Q1: 6,533 shares; 2025Q2: 6,348 shares; 2025Q3: 6,239 shares; 2025Q4: 6,431 shares; 2026Q1: 9,650 shares 9,650 $2.37M 0.07% +3,219 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,503 shares; 2025Q1: 10,526 shares; 2025Q2: 10,271 shares; 2025Q3: 10,259 shares; 2025Q4: 10,207 shares; 2026Q1: 10,801 shares 10,801 $2.37M 0.07% +594 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: 16,973 shares; 2024Q4: 23,651 shares; 2025Q1: 22,767 shares; 2025Q2: 22,025 shares; 2025Q3: 21,794 shares; 2025Q4: 21,775 shares; 2026Q1: 21,625 shares 21,625 $2.36M 0.07% -150 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,013 shares; 2024Q4: 34,965 shares; 2025Q1: 36,852 shares; 2025Q2: not reported; 2025Q3: 8,844 shares; 2025Q4: 36,743 shares; 2026Q1: 56,228 shares 56,228 $2.34M 0.07% +19,485 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,485 shares; 2024Q4: 62,702 shares; 2025Q1: 72,618 shares; 2025Q2: 67,364 shares; 2025Q3: 69,881 shares; 2025Q4: 75,347 shares; 2026Q1: 99,907 shares 99,907 $2.29M 0.07% +24,560 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 22,036 shares; 2025Q1: 22,040 shares; 2025Q2: 22,091 shares; 2025Q3: 22,094 shares; 2025Q4: 20,713 shares; 2026Q1: 20,755 shares 20,755 $2.28M 0.06% +42 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: 85,136 shares; 2024Q4: 92,755 shares; 2025Q1: 89,677 shares; 2025Q2: 123,202 shares; 2025Q3: 173,851 shares; 2025Q4: 175,501 shares; 2026Q1: 53,806 shares 53,806 $2.28M 0.06% -121,695 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,167 shares; 2024Q4: 69,555 shares; 2025Q1: 67,755 shares; 2025Q2: 67,366 shares; 2025Q3: 67,207 shares; 2025Q4: 66,902 shares; 2026Q1: 69,003 shares 69,003 $2.27M 0.06% +2,101 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,618 shares; 2025Q1: 2,613 shares; 2025Q2: 2,616 shares; 2025Q3: 2,615 shares; 2025Q4: 1,901 shares; 2026Q1: 1,647 shares 1,647 $2.27M 0.06% -254 Timeline BSCX 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: 105,782 shares 105,782 $2.24M 0.06% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 13,727 shares; 2025Q1: 13,827 shares; 2025Q2: 13,697 shares; 2025Q3: 13,812 shares; 2025Q4: 13,803 shares; 2026Q1: 11,721 shares 11,721 $2.22M 0.06% -2,082 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: 17,305 shares; 2024Q4: 17,141 shares; 2025Q1: 16,836 shares; 2025Q2: 16,662 shares; 2025Q3: 16,446 shares; 2025Q4: 16,459 shares; 2026Q1: 16,584 shares 16,584 $2.2M 0.06% +125 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 13,704 shares; 2025Q1: 16,222 shares; 2025Q2: 16,776 shares; 2025Q3: 18,034 shares; 2025Q4: 19,570 shares; 2026Q1: 18,418 shares 18,418 $2.17M 0.06% -1,152 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: 14,247 shares; 2024Q4: 13,697 shares; 2025Q1: 11,071 shares; 2025Q2: 13,123 shares; 2025Q3: 13,232 shares; 2025Q4: 13,260 shares; 2026Q1: 13,515 shares 13,515 $2.16M 0.06% +255 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,145 shares; 2024Q4: 22,256 shares; 2025Q1: 23,351 shares; 2025Q2: 24,476 shares; 2025Q3: 24,929 shares; 2025Q4: 25,600 shares; 2026Q1: 33,497 shares 33,497 $2.16M 0.06% +7,897 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 7,371 shares; 2026Q1: 13,065 shares 13,065 $2.14M 0.06% +5,694 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: 72,691 shares; 2024Q4: 73,113 shares; 2025Q1: 74,413 shares; 2025Q2: 74,064 shares; 2025Q3: 70,152 shares; 2025Q4: 73,122 shares; 2026Q1: 73,361 shares 73,361 $2.13M 0.06% +239 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: 2,207 shares; 2024Q4: 4,723 shares; 2025Q1: 6,605 shares; 2025Q2: 6,934 shares; 2025Q3: 7,030 shares; 2025Q4: 8,134 shares; 2026Q1: 11,658 shares 11,658 $2.11M 0.06% +3,524 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: 29,108 shares; 2024Q4: 53,360 shares; 2025Q1: 54,586 shares; 2025Q2: 41,475 shares; 2025Q3: 44,727 shares; 2025Q4: 43,919 shares; 2026Q1: 44,580 shares 44,580 $2.1M 0.06% +661 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: 36,872 shares; 2024Q4: 42,045 shares; 2025Q1: 15,248 shares; 2025Q2: 40,882 shares; 2025Q3: 39,577 shares; 2025Q4: 35,023 shares; 2026Q1: 41,734 shares 41,734 $2.09M 0.06% +6,711 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: 8,134 shares; 2024Q4: 8,209 shares; 2025Q1: 8,614 shares; 2025Q2: 8,796 shares; 2025Q3: 9,217 shares; 2025Q4: 10,031 shares; 2026Q1: 11,145 shares 11,145 $2.07M 0.06% +1,114 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 6,090 shares; 2025Q2: 7,190 shares; 2025Q3: 9,940 shares; 2025Q4: 16,935 shares; 2026Q1: 20,370 shares 20,370 $2.06M 0.06% +3,435 Timeline FEMB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,216 shares 71,216 $2.05M 0.06% new 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: 12,038 shares; 2024Q4: 15,531 shares; 2025Q1: 13,111 shares; 2025Q2: 14,036 shares; 2025Q3: 14,003 shares; 2025Q4: 14,082 shares; 2026Q1: 15,860 shares 15,860 $2.04M 0.06% +1,778 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,252 shares; 2024Q4: 81,237 shares; 2025Q1: 116,177 shares; 2025Q2: 129,399 shares; 2025Q3: 133,654 shares; 2025Q4: 133,240 shares; 2026Q1: 104,024 shares 104,024 $2.03M 0.06% -29,216 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,315 shares 98,315 $2.03M 0.06% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,212 shares; 2024Q4: 13,390 shares; 2025Q1: 12,565 shares; 2025Q2: 12,941 shares; 2025Q3: 12,847 shares; 2025Q4: 12,607 shares; 2026Q1: 12,735 shares 12,735 $2M 0.06% +128 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: 3,956 shares; 2024Q4: 3,925 shares; 2025Q1: 3,290 shares; 2025Q2: 4,096 shares; 2025Q3: 4,457 shares; 2025Q4: 4,396 shares; 2026Q1: 4,038 shares 4,038 $1.98M 0.06% -358 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,448 shares; 2025Q1: 9,450 shares; 2025Q2: 9,486 shares; 2025Q3: 10,510 shares; 2025Q4: 11,462 shares; 2026Q1: 11,641 shares 11,641 $1.93M 0.05% +179 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 14,448 shares; 2025Q1: 11,686 shares; 2025Q2: 11,015 shares; 2025Q3: 13,696 shares; 2025Q4: 13,622 shares; 2026Q1: 20,896 shares 20,896 $1.91M 0.05% +7,274 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 8,939 shares; 2025Q1: 8,901 shares; 2025Q2: 8,894 shares; 2025Q3: 8,862 shares; 2025Q4: 8,851 shares; 2026Q1: 9,385 shares 9,385 $1.91M 0.05% +534 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,032 shares; 2024Q4: 32,995 shares; 2025Q1: 32,362 shares; 2025Q2: 32,341 shares; 2025Q3: 31,929 shares; 2025Q4: 32,027 shares; 2026Q1: 31,859 shares 31,859 $1.9M 0.05% -168 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: 20,814 shares; 2024Q4: 20,648 shares; 2025Q1: 20,025 shares; 2025Q2: 22,685 shares; 2025Q3: 19,976 shares; 2025Q4: 19,691 shares; 2026Q1: 20,400 shares 20,400 $1.89M 0.05% +709 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,996 shares; 2024Q4: 33,171 shares; 2025Q1: 33,692 shares; 2025Q2: 33,816 shares; 2025Q3: 33,356 shares; 2025Q4: 31,721 shares; 2026Q1: 31,984 shares 31,984 $1.89M 0.05% +263 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: 3,030 shares; 2024Q4: 3,029 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,071 shares; 2026Q1: 7,629 shares 7,629 $1.89M 0.05% +3,558 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: 8,062 shares; 2024Q4: 8,176 shares; 2025Q1: 6,152 shares; 2025Q2: 6,154 shares; 2025Q3: 6,383 shares; 2025Q4: 6,705 shares; 2026Q1: 7,701 shares 7,701 $1.81M 0.05% +996 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: 9,216 shares; 2024Q4: 9,074 shares; 2025Q1: 9,167 shares; 2025Q2: 8,810 shares; 2025Q3: 8,869 shares; 2025Q4: 9,817 shares; 2026Q1: 9,911 shares 9,911 $1.81M 0.05% +94 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,292 shares; 2025Q1: 9,024 shares; 2025Q2: 8,793 shares; 2025Q3: 8,789 shares; 2025Q4: 8,619 shares; 2026Q1: 8,516 shares 8,516 $1.77M 0.05% -103 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 8,059 shares; 2025Q1: 8,222 shares; 2025Q2: 8,238 shares; 2025Q3: 8,224 shares; 2025Q4: 9,836 shares; 2026Q1: 26,212 shares 26,212 $1.77M 0.05% +16,376 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 3,124 shares; 2025Q1: 5,712 shares; 2025Q2: 5,429 shares; 2025Q3: 24,332 shares; 2025Q4: 18,002 shares; 2026Q1: 17,802 shares 17,802 $1.76M 0.05% -200 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,868 shares; 2024Q4: 68,428 shares; 2025Q1: 89,078 shares; 2025Q2: 16,863 shares; 2025Q3: 16,801 shares; 2025Q4: 90,160 shares; 2026Q1: 90,606 shares 90,606 $1.75M 0.05% +446 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: 6,004 shares; 2024Q4: 5,664 shares; 2025Q1: 4,643 shares; 2025Q2: 5,509 shares; 2025Q3: 5,510 shares; 2025Q4: 5,512 shares; 2026Q1: 5,528 shares 5,528 $1.74M 0.05% +16 Timeline SCHI 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: 36,379 shares; 2024Q4: 73,030 shares; 2025Q1: 73,218 shares; 2025Q2: 73,616 shares; 2025Q3: 74,019 shares; 2025Q4: 74,546 shares; 2026Q1: 73,590 shares 73,590 $1.67M 0.05% -956 Timeline VUSB 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: 4,076 shares; 2024Q4: 31,203 shares; 2025Q1: 28,858 shares; 2025Q2: 30,201 shares; 2025Q3: 30,921 shares; 2025Q4: 32,848 shares; 2026Q1: 33,476 shares 33,476 $1.67M 0.05% +628 Timeline MDYG 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: 16,149 shares; 2024Q4: 17,282 shares; 2025Q1: 17,273 shares; 2025Q2: 17,305 shares; 2025Q3: 17,221 shares; 2025Q4: 16,967 shares; 2026Q1: 17,245 shares 17,245 $1.65M 0.05% +278 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 13,639 shares; 2025Q1: 18,985 shares; 2025Q2: 21,013 shares; 2025Q3: 32,736 shares; 2025Q4: 42,566 shares; 2026Q1: 42,844 shares 42,844 $1.65M 0.05% +278 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 49,182 shares; 2025Q2: 48,282 shares; 2025Q3: 39,023 shares; 2025Q4: 33,023 shares; 2026Q1: 32,521 shares 32,521 $1.64M 0.05% -502 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: 3,229 shares; 2024Q4: 7,386 shares; 2025Q1: 7,578 shares; 2025Q2: 6,931 shares; 2025Q3: 7,007 shares; 2025Q4: 7,537 shares; 2026Q1: 9,707 shares 9,707 $1.64M 0.05% +2,170 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 13,287 shares; 2025Q1: 10,262 shares; 2025Q2: 13,609 shares; 2025Q3: 14,172 shares; 2025Q4: 14,477 shares; 2026Q1: 13,727 shares 13,727 $1.63M 0.05% -750 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: 8,210 shares; 2024Q4: 7,985 shares; 2025Q1: 7,205 shares; 2025Q2: 7,156 shares; 2025Q3: 6,860 shares; 2025Q4: 6,763 shares; 2026Q1: 6,744 shares 6,744 $1.62M 0.05% -19 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: 7,927 shares; 2024Q4: 8,015 shares; 2025Q1: 6,597 shares; 2025Q2: 6,941 shares; 2025Q3: 7,084 shares; 2025Q4: 6,687 shares; 2026Q1: 7,512 shares 7,512 $1.62M 0.05% +825 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: 29,756 shares; 2024Q4: 27,616 shares; 2025Q1: 4,971 shares; 2025Q2: 23,280 shares; 2025Q3: 20,574 shares; 2025Q4: 18,188 shares; 2026Q1: 16,620 shares 16,620 $1.56M 0.04% -1,568 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,076 shares; 2024Q4: 25,231 shares; 2025Q1: 23,792 shares; 2025Q2: 50,605 shares; 2025Q3: 49,134 shares; 2025Q4: 26,084 shares; 2026Q1: 24,781 shares 24,781 $1.53M 0.04% -1,303 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,910 shares; 2024Q4: 185,959 shares; 2025Q1: 163,179 shares; 2025Q2: 160,391 shares; 2025Q3: 189,496 shares; 2025Q4: 189,796 shares; 2026Q1: 32,650 shares 32,650 $1.53M 0.04% -157,146 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: 11,852 shares; 2024Q4: 12,558 shares; 2025Q1: 11,601 shares; 2025Q2: 7,764 shares; 2025Q3: 14,916 shares; 2025Q4: 15,211 shares; 2026Q1: 15,578 shares 15,578 $1.51M 0.04% +367 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: 8,407 shares; 2024Q4: 8,802 shares; 2025Q1: 8,933 shares; 2025Q2: 8,938 shares; 2025Q3: 8,997 shares; 2025Q4: 9,455 shares; 2026Q1: 9,197 shares 9,197 $1.51M 0.04% -258 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: 1,162 shares; 2024Q4: 1,472 shares; 2025Q1: 3,372 shares; 2025Q2: 4,234 shares; 2025Q3: 6,857 shares; 2025Q4: 19,511 shares; 2026Q1: 14,903 shares 14,903 $1.5M 0.04% -4,608 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,779 shares; 2024Q4: 22,299 shares; 2025Q1: 16,365 shares; 2025Q2: 22,146 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares; 2026Q1: 20,375 shares 20,375 $1.48M 0.04% -1,798 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,193 shares; 2025Q1: 2,007 shares; 2025Q2: 1,176 shares; 2025Q3: 1,752 shares; 2025Q4: not reported; 2026Q1: 7,426 shares 7,426 $1.47M 0.04% new 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: 20,784 shares; 2024Q4: 21,475 shares; 2025Q1: 18,858 shares; 2025Q2: 19,236 shares; 2025Q3: 19,172 shares; 2025Q4: 17,859 shares; 2026Q1: 19,306 shares 19,306 $1.47M 0.04% +1,447 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: 74,833 shares; 2024Q4: 68,800 shares; 2025Q1: 54,387 shares; 2025Q2: 52,737 shares; 2025Q3: 51,509 shares; 2025Q4: 51,329 shares; 2026Q1: 50,367 shares 50,367 $1.45M 0.04% -962 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,817 shares 19,817 $1.44M 0.04% new 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: 995 shares; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,153 shares; 2025Q4: 4,300 shares; 2026Q1: 4,502 shares 4,502 $1.43M 0.04% +202 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 5,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 4,109 shares; 2026Q1: 5,191 shares 5,191 $1.4M 0.04% +1,082 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: 2,594 shares; 2024Q4: 2,793 shares; 2025Q1: 3,747 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 3,861 shares; 2026Q1: 3,884 shares 3,884 $1.39M 0.04% +23 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: 13,711 shares; 2024Q4: 12,607 shares; 2025Q1: 1,739 shares; 2025Q2: 15,377 shares; 2025Q3: 15,753 shares; 2025Q4: 14,282 shares; 2026Q1: 15,849 shares 15,849 $1.37M 0.04% +1,567 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: 354 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 3,846 shares; 2025Q4: 5,354 shares; 2026Q1: 7,514 shares 7,514 $1.37M 0.04% +2,160 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,623 shares; 2025Q1: 3,864 shares; 2025Q2: 3,857 shares; 2025Q3: 4,194 shares; 2025Q4: 5,774 shares; 2026Q1: 6,258 shares 6,258 $1.37M 0.04% +484 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: 2,533 shares; 2024Q4: 2,969 shares; 2025Q1: 2,302 shares; 2025Q2: 2,950 shares; 2025Q3: 3,138 shares; 2025Q4: 3,302 shares; 2026Q1: 3,054 shares 3,054 $1.36M 0.04% -248 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: 9,796 shares; 2024Q4: 8,017 shares; 2025Q1: 8,080 shares; 2025Q2: 8,076 shares; 2025Q3: 9,343 shares; 2025Q4: 9,188 shares; 2026Q1: 9,387 shares 9,387 $1.36M 0.04% +199 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,762 shares 22,762 $1.36M 0.04% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $1.36M 0.04% 0 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: 32,277 shares; 2024Q4: 31,076 shares; 2025Q1: 28,283 shares; 2025Q2: 27,516 shares; 2025Q3: 26,877 shares; 2025Q4: 25,886 shares; 2026Q1: 24,912 shares 24,912 $1.35M 0.04% -974 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: 8,538 shares; 2024Q4: 8,389 shares; 2025Q1: 7,801 shares; 2025Q2: 8,586 shares; 2025Q3: 7,688 shares; 2025Q4: 12,433 shares; 2026Q1: 12,368 shares 12,368 $1.35M 0.04% -65 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,613 shares; 2024Q4: 8,119 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,087 shares; 2026Q1: 14,358 shares 14,358 $1.33M 0.04% +4,271 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,324 shares 24,324 $1.32M 0.04% new 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: 3,977 shares; 2024Q4: 4,040 shares; 2025Q1: 4,083 shares; 2025Q2: 4,010 shares; 2025Q3: 4,005 shares; 2025Q4: 4,017 shares; 2026Q1: 4,092 shares 4,092 $1.31M 0.04% +75 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 9,958 shares; 2025Q1: 8,827 shares; 2025Q2: 8,575 shares; 2025Q3: 8,435 shares; 2025Q4: 8,223 shares; 2026Q1: 7,943 shares 7,943 $1.27M 0.04% -280 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 30,404 shares; 2025Q1: 224 shares; 2025Q2: 27,725 shares; 2025Q3: 30,229 shares; 2025Q4: 24,704 shares; 2026Q1: 22,904 shares 22,904 $1.27M 0.04% -1,800 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: 1,200 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,235 shares; 2025Q3: 1,053 shares; 2025Q4: 1,049 shares; 2026Q1: 2,100 shares 2,100 $1.27M 0.04% +1,051 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: 9,422 shares; 2024Q4: 12,551 shares; 2025Q1: 4,791 shares; 2025Q2: 7,530 shares; 2025Q3: 7,886 shares; 2025Q4: 8,116 shares; 2026Q1: 9,627 shares 9,627 $1.26M 0.04% +1,511 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: 751 shares; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,362 shares; 2026Q1: 14,669 shares 14,669 $1.25M 0.04% +307 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 7,561 shares; 2025Q1: 7,561 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: 6,505 shares; 2026Q1: 5,463 shares 5,463 $1.25M 0.04% -1,042 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,690 shares; 2025Q1: 9,458 shares; 2025Q2: 10,508 shares; 2025Q3: 9,716 shares; 2025Q4: 9,438 shares; 2026Q1: 10,007 shares 10,007 $1.25M 0.04% +569 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 3,935 shares; 2025Q1: 3,236 shares; 2025Q2: 3,237 shares; 2025Q3: 3,237 shares; 2025Q4: 2,700 shares; 2026Q1: 2,290 shares 2,290 $1.24M 0.04% -410 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,611 shares 17,611 $1.24M 0.04% new 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: 15,085 shares; 2024Q4: 14,401 shares; 2025Q1: 14,342 shares; 2025Q2: 14,343 shares; 2025Q3: 12,698 shares; 2025Q4: 11,548 shares; 2026Q1: 11,055 shares 11,055 $1.23M 0.03% -493 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,667 shares; 2024Q4: 19,101 shares; 2025Q1: 19,120 shares; 2025Q2: 19,103 shares; 2025Q3: 19,105 shares; 2025Q4: 11,825 shares; 2026Q1: 11,006 shares 11,006 $1.22M 0.03% -819 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: 1,351 shares; 2024Q4: 1,390 shares; 2025Q1: 859 shares; 2025Q2: 1,510 shares; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares; 2026Q1: 2,460 shares 2,460 $1.22M 0.03% +253 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 6,116 shares; 2025Q1: 6,203 shares; 2025Q2: 6,235 shares; 2025Q3: 6,196 shares; 2025Q4: 5,317 shares; 2026Q1: 4,959 shares 4,959 $1.21M 0.03% -358 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: 10,895 shares; 2024Q4: 12,675 shares; 2025Q1: 866 shares; 2025Q2: 11,045 shares; 2025Q3: 12,429 shares; 2025Q4: 14,479 shares; 2026Q1: 14,879 shares 14,879 $1.21M 0.03% +400 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,606 shares; 2025Q3: 20,695 shares; 2025Q4: 41,211 shares; 2026Q1: 50,483 shares 50,483 $1.21M 0.03% +9,272 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares 3,492 $1.2M 0.03% new 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: 1,413 shares; 2024Q4: 875 shares; 2025Q1: 819 shares; 2025Q2: 810 shares; 2025Q3: 850 shares; 2025Q4: 854 shares; 2026Q1: 908 shares 908 $1.2M 0.03% +54 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: 13,375 shares; 2024Q4: 12,473 shares; 2025Q1: 7,756 shares; 2025Q2: 12,874 shares; 2025Q3: 13,643 shares; 2025Q4: 11,586 shares; 2026Q1: 13,327 shares 13,327 $1.19M 0.03% +1,741 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: 12,391 shares; 2024Q4: 12,911 shares; 2025Q1: 322 shares; 2025Q2: 12,925 shares; 2025Q3: 14,417 shares; 2025Q4: 13,620 shares; 2026Q1: 15,586 shares 15,586 $1.17M 0.03% +1,966 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,798 shares; 2024Q4: 26,485 shares; 2025Q1: 25,728 shares; 2025Q2: 25,317 shares; 2025Q3: 30,857 shares; 2025Q4: 17,743 shares; 2026Q1: 20,669 shares 20,669 $1.15M 0.03% +2,926 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,636 shares; 2025Q1: 435 shares; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 2,250 shares; 2026Q1: 3,210 shares 3,210 $1.15M 0.03% +960 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,136 shares; 2024Q4: 103,015 shares; 2025Q1: 89,777 shares; 2025Q2: 105,332 shares; 2025Q3: 112,192 shares; 2025Q4: 99,650 shares; 2026Q1: 101,823 shares 101,823 $1.14M 0.03% +2,173 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: 1,153 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,922 shares; 2025Q4: 2,908 shares; 2026Q1: 3,327 shares 3,327 $1.14M 0.03% +419 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: 9,354 shares; 2024Q4: 9,300 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 8,486 shares; 2025Q4: 12,598 shares; 2026Q1: 14,148 shares 14,148 $1.13M 0.03% +1,550 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: 52,177 shares; 2024Q4: 47,899 shares; 2025Q1: 46,214 shares; 2025Q2: 34,465 shares; 2025Q3: 34,285 shares; 2025Q4: 47,842 shares; 2026Q1: 39,915 shares 39,915 $1.12M 0.03% -7,927 Timeline BSSX 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: 9,088 shares; 2024Q4: 24,088 shares; 2025Q1: 20,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,793 shares; 2026Q1: 44,085 shares 44,085 $1.12M 0.03% +36,292 Timeline IHE ISHARES 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: 12,856 shares 12,856 $1.11M 0.03% new 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: 535 shares; 2024Q4: 702 shares; 2025Q1: 2,145 shares; 2025Q2: 2,139 shares; 2025Q3: 2,494 shares; 2025Q4: 2,502 shares; 2026Q1: 6,833 shares 6,833 $1.1M 0.03% +4,331 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 13,214 shares; 2025Q1: 1,881 shares; 2025Q2: 13,214 shares; 2025Q3: 13,143 shares; 2025Q4: 10,651 shares; 2026Q1: 11,398 shares 11,398 $1.09M 0.03% +747 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 40,165 shares; 2025Q1: 44,320 shares; 2025Q2: 41,859 shares; 2025Q3: 41,859 shares; 2025Q4: 45,059 shares; 2026Q1: 48,209 shares 48,209 $1.09M 0.03% +3,150 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 1,190 shares; 2025Q1: 880 shares; 2025Q2: 1,461 shares; 2025Q3: 1,463 shares; 2025Q4: 1,509 shares; 2026Q1: 1,399 shares 1,399 $1.08M 0.03% -110 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,571 shares; 2024Q4: 21,175 shares; 2025Q1: 1,268 shares; 2025Q2: 21,170 shares; 2025Q3: 26,872 shares; 2025Q4: 22,072 shares; 2026Q1: 23,234 shares 23,234 $1.08M 0.03% +1,162 Timeline SPYX 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: 7,413 shares; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: 11,579 shares; 2025Q3: 16,968 shares; 2025Q4: 20,559 shares; 2026Q1: 20,283 shares 20,283 $1.08M 0.03% -276 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: 12,062 shares; 2024Q4: 10,493 shares; 2025Q1: 11,839 shares; 2025Q2: 10,236 shares; 2025Q3: 8,984 shares; 2025Q4: 7,592 shares; 2026Q1: 7,312 shares 7,312 $1.07M 0.03% -280 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: 160,314 shares; 2024Q4: 34,830 shares; 2025Q1: 27,757 shares; 2025Q2: 11,576 shares; 2025Q3: 11,235 shares; 2025Q4: 10,735 shares; 2026Q1: 10,368 shares 10,368 $1.07M 0.03% -367 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,487 shares; 2025Q4: 12,432 shares; 2026Q1: 11,021 shares 11,021 $1.06M 0.03% -1,411 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,198 shares; 2025Q1: 8,197 shares; 2025Q2: 7,526 shares; 2025Q3: 7,671 shares; 2025Q4: 7,631 shares; 2026Q1: 7,645 shares 7,645 $1.06M 0.03% +14 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: 683 shares; 2024Q4: 7,525 shares; 2025Q1: 10,631 shares; 2025Q2: 10,612 shares; 2025Q3: 12,688 shares; 2025Q4: 13,892 shares; 2026Q1: 20,106 shares 20,106 $1.04M 0.03% +6,214 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: 11,269 shares; 2024Q4: 11,259 shares; 2025Q1: 4,946 shares; 2025Q2: 6,251 shares; 2025Q3: 6,362 shares; 2025Q4: 6,370 shares; 2026Q1: 6,801 shares 6,801 $1.04M 0.03% +431 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,889 shares; 2024Q4: 18,880 shares; 2025Q1: 19,613 shares; 2025Q2: 20,317 shares; 2025Q3: 20,652 shares; 2025Q4: 21,224 shares; 2026Q1: 21,603 shares 21,603 $1.02M 0.03% +379 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,157 shares; 2025Q1: 17 shares; 2025Q2: 4,752 shares; 2025Q3: 5,052 shares; 2025Q4: 4,109 shares; 2026Q1: 3,413 shares 3,413 $1.01M 0.03% -696 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: 5,677 shares; 2024Q4: 5,412 shares; 2025Q1: 4,256 shares; 2025Q2: 5,085 shares; 2025Q3: 5,285 shares; 2025Q4: 4,004 shares; 2026Q1: 4,293 shares 4,293 $1.01M 0.03% +289 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,685 shares; 2025Q4: 16,570 shares; 2026Q1: 16,570 shares 16,570 $1.01M 0.03% 0 Timeline AVEE 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: 19,768 shares; 2025Q2: 20,594 shares; 2025Q3: 19,139 shares; 2025Q4: 18,378 shares; 2026Q1: 15,889 shares 15,889 $1.01M 0.03% -2,489 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 6,289 shares; 2025Q1: 20,375 shares; 2025Q2: 19,934 shares; 2025Q3: 20,656 shares; 2025Q4: 20,715 shares; 2026Q1: 21,867 shares 21,867 $1.01M 0.03% +1,152 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,411 shares; 2024Q4: 10,467 shares; 2025Q1: 10,515 shares; 2025Q2: 10,565 shares; 2025Q3: 10,614 shares; 2025Q4: 10,670 shares; 2026Q1: 10,717 shares 10,717 $1M 0.03% +47 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: 7,668 shares; 2024Q4: 6,666 shares; 2025Q1: 6,684 shares; 2025Q2: 6,659 shares; 2025Q3: 6,829 shares; 2025Q4: 6,851 shares; 2026Q1: 6,885 shares 6,885 $1M 0.03% +34 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,627 shares 9,627 $1M 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,412 shares; 2025Q1: 531 shares; 2025Q2: 3,765 shares; 2025Q3: 5,079 shares; 2025Q4: 4,219 shares; 2026Q1: 3,027 shares 3,027 $986K 0.03% -1,192 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: 1,224 shares; 2024Q4: 968 shares; 2025Q1: 1,068 shares; 2025Q2: 968 shares; 2025Q3: 812 shares; 2025Q4: 1,491 shares; 2026Q1: 1,795 shares 1,795 $986K 0.03% +304 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,445 shares; 2025Q1: 19 shares; 2025Q2: 4,436 shares; 2025Q3: 4,459 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares 3,686 $983K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,467 shares; 2025Q1: 3,170 shares; 2025Q2: 4,448 shares; 2025Q3: 4,454 shares; 2025Q4: 4,751 shares; 2026Q1: 4,100 shares 4,100 $982K 0.03% -651 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,506 shares; 2024Q4: 118,055 shares; 2025Q1: 88,431 shares; 2025Q2: 87,755 shares; 2025Q3: 87,755 shares; 2025Q4: 83,117 shares; 2026Q1: 85,217 shares 85,217 $980K 0.03% +2,100 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: 25,550 shares; 2024Q4: 25,009 shares; 2025Q1: 24,328 shares; 2025Q2: 23,757 shares; 2025Q3: 23,120 shares; 2025Q4: 22,759 shares; 2026Q1: 11,857 shares 11,857 $979K 0.03% -10,902 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: 14,414 shares; 2024Q4: 2,430 shares; 2025Q1: 2,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,659 shares 9,659 $973K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,607 shares; 2024Q4: 24,928 shares; 2025Q1: 23,440 shares; 2025Q2: 24,642 shares; 2025Q3: 24,197 shares; 2025Q4: 23,817 shares; 2026Q1: 21,454 shares 21,454 $970K 0.03% -2,363 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,180 shares; 2025Q1: 3,337 shares; 2025Q2: 2,254 shares; 2025Q3: 3,088 shares; 2025Q4: 2,431 shares; 2026Q1: 4,883 shares 4,883 $968K 0.03% +2,452 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 11,218 shares; 2025Q1: 8,530 shares; 2025Q2: 8,509 shares; 2025Q3: 8,508 shares; 2025Q4: 7,050 shares; 2026Q1: 6,732 shares 6,732 $967K 0.03% -318 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 99,284 shares; 2025Q2: 223,152 shares; 2025Q3: 42,277 shares; 2025Q4: 17,056 shares; 2026Q1: 15,380 shares 15,380 $963K 0.03% -1,676 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 5,069 shares; 2025Q1: 9,342 shares; 2025Q2: 9,285 shares; 2025Q3: 9,394 shares; 2025Q4: 9,334 shares; 2026Q1: 28,325 shares 28,325 $957K 0.03% +18,991 Timeline URTH 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: 7,748 shares; 2024Q4: 7,098 shares; 2025Q1: 5,890 shares; 2025Q2: 5,627 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares; 2026Q1: 5,311 shares 5,311 $956K 0.03% -90 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: 1,312 shares; 2024Q4: 1,467 shares; 2025Q1: 1,523 shares; 2025Q2: 1,317 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares; 2026Q1: 1,369 shares 1,369 $955K 0.03% +41 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: 37,032 shares; 2025Q1: 37,180 shares; 2025Q2: 37,397 shares; 2025Q3: 37,616 shares; 2025Q4: 37,903 shares; 2026Q1: 38,051 shares 38,051 $948K 0.03% +148 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,229 shares; 2026Q1: 3,201 shares 3,201 $945K 0.03% -28 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 21,265 shares; 2025Q1: 1,338 shares; 2025Q2: 21,265 shares; 2025Q3: 18,535 shares; 2025Q4: 23,061 shares; 2026Q1: 23,308 shares 23,308 $943K 0.03% +247 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 8,798 shares; 2025Q1: 8,798 shares; 2025Q2: 8,798 shares; 2025Q3: 8,798 shares; 2025Q4: 7,341 shares; 2026Q1: 5,720 shares 5,720 $943K 0.03% -1,621 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,522 shares 42,522 $936K 0.03% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,029 shares; 2025Q1: 1,025 shares; 2025Q2: 2,810 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 2,793 shares 2,793 $932K 0.03% -714 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,141 shares; 2024Q4: 59,231 shares; 2025Q1: 43,408 shares; 2025Q2: 22,232 shares; 2025Q3: 21,824 shares; 2025Q4: 19,217 shares; 2026Q1: 14,061 shares 14,061 $931K 0.03% -5,156 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,507 shares; 2026Q1: 8,509 shares 8,509 $921K 0.03% +1,002 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: 15,761 shares; 2024Q4: 15,779 shares; 2025Q1: 14,765 shares; 2025Q2: 15,379 shares; 2025Q3: 15,378 shares; 2025Q4: 14,201 shares; 2026Q1: 14,684 shares 14,684 $920K 0.03% +483 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 4,164 shares; 2025Q1: 4,276 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 3,601 shares; 2026Q1: 4,498 shares 4,498 $917K 0.03% +897 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: 34,037 shares; 2024Q4: 32,383 shares; 2025Q1: 30,508 shares; 2025Q2: 32,527 shares; 2025Q3: 32,708 shares; 2025Q4: 34,444 shares; 2026Q1: 17,330 shares 17,330 $915K 0.03% -17,114 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: 7,922 shares; 2024Q4: 8,769 shares; 2025Q1: 261 shares; 2025Q2: 7,919 shares; 2025Q3: 8,021 shares; 2025Q4: 5,550 shares; 2026Q1: 5,814 shares 5,814 $914K 0.03% +264 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,588 shares; 2025Q3: 4,588 shares; 2025Q4: 3,843 shares; 2026Q1: 3,646 shares 3,646 $913K 0.03% -197 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: 106 shares; 2024Q4: 1,840 shares; 2025Q1: 159 shares; 2025Q2: 1,844 shares; 2025Q3: 3,453 shares; 2025Q4: 3,547 shares; 2026Q1: 3,407 shares 3,407 $905K 0.03% -140 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 9,198 shares; 2025Q1: 8,539 shares; 2025Q2: 8,141 shares; 2025Q3: 7,580 shares; 2025Q4: 7,509 shares; 2026Q1: 7,449 shares 7,449 $901K 0.03% -60 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: 5,604 shares; 2024Q4: 5,804 shares; 2025Q1: 5,723 shares; 2025Q2: 5,726 shares; 2025Q3: 6,564 shares; 2025Q4: 5,662 shares; 2026Q1: 5,908 shares 5,908 $895K 0.03% +246 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: 9,616 shares; 2024Q4: 9,621 shares; 2025Q1: 9,497 shares; 2025Q2: 8,954 shares; 2025Q3: 8,979 shares; 2025Q4: 8,972 shares; 2026Q1: 8,856 shares 8,856 $891K 0.03% -116 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: 2,637 shares; 2024Q4: 2,616 shares; 2025Q1: 2,504 shares; 2025Q2: 2,486 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares; 2026Q1: 2,577 shares 2,577 $889K 0.03% +86 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,060 shares; 2025Q1: 3,078 shares; 2025Q2: 3,081 shares; 2025Q3: 3,078 shares; 2025Q4: 2,581 shares; 2026Q1: 2,443 shares 2,443 $889K 0.03% -138 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: 20,787 shares; 2024Q4: 21,011 shares; 2025Q1: 21,091 shares; 2025Q2: 24,946 shares; 2025Q3: 25,030 shares; 2025Q4: 21,395 shares; 2026Q1: 22,518 shares 22,518 $888K 0.03% +1,123 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: 1,046 shares; 2024Q4: 1,137 shares; 2025Q1: 1,689 shares; 2025Q2: 1,893 shares; 2025Q3: 1,955 shares; 2025Q4: 1,953 shares; 2026Q1: 2,271 shares 2,271 $887K 0.03% +318 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 7,138 shares; 2025Q1: 5,005 shares; 2025Q2: 2,754 shares; 2025Q3: 2,759 shares; 2025Q4: 8,716 shares; 2026Q1: 8,055 shares 8,055 $884K 0.03% -661 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,544 shares 17,544 $875K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 15,993 shares; 2025Q1: 15,215 shares; 2025Q2: 12,745 shares; 2025Q3: 9,065 shares; 2025Q4: 6,498 shares; 2026Q1: 6,142 shares 6,142 $867K 0.02% -356 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: 4,767 shares; 2024Q4: 4,394 shares; 2025Q1: 4,389 shares; 2025Q2: 4,364 shares; 2025Q3: 4,270 shares; 2025Q4: 4,314 shares; 2026Q1: 4,462 shares 4,462 $866K 0.02% +148 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 15,797 shares; 2025Q1: 14,392 shares; 2025Q2: 13,918 shares; 2025Q3: 12,066 shares; 2025Q4: 12,755 shares; 2026Q1: 11,307 shares 11,307 $865K 0.02% -1,448 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,118 shares; 2024Q4: 19,116 shares; 2025Q1: 19,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,123 shares; 2026Q1: 19,114 shares 19,114 $864K 0.02% -9 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,938 shares; 2025Q1: 22,188 shares; 2025Q2: 27,688 shares; 2025Q3: 33,868 shares; 2025Q4: 29,413 shares; 2026Q1: 39,263 shares 39,263 $859K 0.02% +9,850 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: 7,418 shares 7,418 $856K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 8,610 shares; 2025Q1: 8,102 shares; 2025Q2: 7,787 shares; 2025Q3: 7,347 shares; 2025Q4: 7,305 shares; 2026Q1: 7,229 shares 7,229 $855K 0.02% -76 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 817 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares 3,943 $854K 0.02% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares; 2026Q1: 21,005 shares 21,005 $852K 0.02% +4,400 Timeline SCHC 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: 23,904 shares; 2024Q4: 20,342 shares; 2025Q1: 18,473 shares; 2025Q2: 18,383 shares; 2025Q3: 18,376 shares; 2025Q4: 18,309 shares; 2026Q1: 18,209 shares 18,209 $851K 0.02% -100 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: 2,063 shares; 2024Q4: 2,697 shares; 2025Q1: 2,671 shares; 2025Q2: 2,830 shares; 2025Q3: 2,399 shares; 2025Q4: 2,593 shares; 2026Q1: 4,437 shares 4,437 $851K 0.02% +1,844 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 5,940 shares; 2025Q1: 6,054 shares; 2025Q2: 6,041 shares; 2025Q3: 5,969 shares; 2025Q4: 5,972 shares; 2026Q1: 7,160 shares 7,160 $849K 0.02% +1,188 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,367 shares; 2025Q1: 3,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,349 shares; 2026Q1: 3,353 shares 3,353 $841K 0.02% +4 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,856 shares; 2024Q4: 16,380 shares; 2025Q1: 14,623 shares; 2025Q2: 14,594 shares; 2025Q3: 15,060 shares; 2025Q4: 15,018 shares; 2026Q1: 16,692 shares 16,692 $840K 0.02% +1,674 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 23,109 shares; 2025Q4: 15,018 shares; 2026Q1: 11,559 shares 11,559 $830K 0.02% -3,459 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 13,675 shares; 2025Q1: 13,679 shares; 2025Q2: 13,676 shares; 2025Q3: 13,381 shares; 2025Q4: 13,241 shares; 2026Q1: 13,918 shares 13,918 $829K 0.02% +677 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 10,719 shares; 2025Q1: 14,002 shares; 2025Q2: 14,002 shares; 2025Q3: 14,002 shares; 2025Q4: 11,755 shares; 2026Q1: 11,108 shares 11,108 $825K 0.02% -647 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 8,698 shares; 2025Q1: 8,834 shares; 2025Q2: 8,329 shares; 2025Q3: 8,311 shares; 2025Q4: 6,934 shares; 2026Q1: 6,437 shares 6,437 $823K 0.02% -497 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: 1,769 shares; 2024Q4: 1,700 shares; 2025Q1: 1,318 shares; 2025Q2: 1,700 shares; 2025Q3: 1,723 shares; 2025Q4: 1,868 shares; 2026Q1: 1,782 shares 1,782 $822K 0.02% -86 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 22,187 shares; 2025Q1: 22,187 shares; 2025Q2: 22,187 shares; 2025Q3: 22,187 shares; 2025Q4: 18,561 shares; 2026Q1: 14,886 shares 14,886 $815K 0.02% -3,675 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,086 shares; 2024Q4: 20,597 shares; 2025Q1: 17,750 shares; 2025Q2: 19,152 shares; 2025Q3: 22,336 shares; 2025Q4: 23,801 shares; 2026Q1: 22,063 shares 22,063 $811K 0.02% -1,738 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: 940 shares; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,357 shares 6,357 $803K 0.02% new 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: 4,700 shares; 2024Q4: 4,936 shares; 2025Q1: 4,484 shares; 2025Q2: 4,093 shares; 2025Q3: 3,251 shares; 2025Q4: 3,090 shares; 2026Q1: 10,774 shares 10,774 $801K 0.02% +7,684 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,082 shares; 2025Q1: 10,085 shares; 2025Q2: 10,410 shares; 2025Q3: 10,580 shares; 2025Q4: 8,676 shares; 2026Q1: 9,023 shares 9,023 $798K 0.02% +347 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 5,288 shares; 2025Q1: 94 shares; 2025Q2: 8,393 shares; 2025Q3: 9,275 shares; 2025Q4: 8,537 shares; 2026Q1: 7,439 shares 7,439 $795K 0.02% -1,098 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 1,870 shares; 2025Q1: 2,483 shares; 2025Q2: 1,223 shares; 2025Q3: 1,220 shares; 2025Q4: 1,886 shares; 2026Q1: 2,250 shares 2,250 $792K 0.02% +364 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,001 shares 21,001 $786K 0.02% new Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 31,614 shares; 2025Q1: 31,614 shares; 2025Q2: 31,549 shares; 2025Q3: 31,549 shares; 2025Q4: 31,549 shares; 2026Q1: 31,549 shares 31,549 $783K 0.02% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: 10,900 shares; 2025Q3: 10,902 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares 5,702 $782K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,001 shares; 2025Q1: 554 shares; 2025Q2: 832 shares; 2025Q3: 839 shares; 2025Q4: 840 shares; 2026Q1: 863 shares 863 $773K 0.02% +23 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,777 shares; 2025Q1: 2,684 shares; 2025Q2: 8,126 shares; 2025Q3: 3,175 shares; 2025Q4: 3,962 shares; 2026Q1: 4,624 shares 4,624 $764K 0.02% +662 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 21,635 shares; 2025Q1: 21,494 shares; 2025Q2: 19,179 shares; 2025Q3: 19,593 shares; 2025Q4: 19,722 shares; 2026Q1: 20,692 shares 20,692 $762K 0.02% +970 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 26,650 shares; 2025Q1: 27,767 shares; 2025Q2: 27,999 shares; 2025Q3: 28,475 shares; 2025Q4: 26,154 shares; 2026Q1: 26,154 shares 26,154 $760K 0.02% 0 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: 27,506 shares; 2024Q4: 29,073 shares; 2025Q1: 29,566 shares; 2025Q2: 29,521 shares; 2025Q3: 30,139 shares; 2025Q4: 28,869 shares; 2026Q1: 29,414 shares 29,414 $752K 0.02% +545 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: 10,658 shares; 2024Q4: 13,725 shares; 2025Q1: 17,062 shares; 2025Q2: 17,107 shares; 2025Q3: 17,144 shares; 2025Q4: 20,110 shares; 2026Q1: 12,269 shares 12,269 $751K 0.02% -7,841 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,953 shares; 2025Q1: 13,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,005 shares; 2026Q1: 13,026 shares 13,026 $751K 0.02% +21 Timeline GARP ISHARES 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: 11,718 shares 11,718 $750K 0.02% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,950 shares; 2025Q1: 350 shares; 2025Q2: 7,724 shares; 2025Q3: 10,221 shares; 2025Q4: 12,477 shares; 2026Q1: 16,774 shares 16,774 $746K 0.02% +4,297 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,216 shares 15,216 $745K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,433 shares; 2024Q4: 108,623 shares; 2025Q1: 108,623 shares; 2025Q2: 109,539 shares; 2025Q3: 86,691 shares; 2025Q4: 72,202 shares; 2026Q1: 72,269 shares 72,269 $744K 0.02% +67 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 8,554 shares; 2025Q1: 11,824 shares; 2025Q2: 11,805 shares; 2025Q3: 15,892 shares; 2025Q4: 13,413 shares; 2026Q1: 12,516 shares 12,516 $742K 0.02% -897 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 18,063 shares; 2025Q1: 17,934 shares; 2025Q2: 18,336 shares; 2025Q3: 20,781 shares; 2025Q4: 21,240 shares; 2026Q1: 37,235 shares 37,235 $742K 0.02% +15,995 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: 3,072 shares; 2024Q4: 3,081 shares; 2025Q1: 3,002 shares; 2025Q2: 2,165 shares; 2025Q3: 2,062 shares; 2025Q4: 2,064 shares; 2026Q1: 2,130 shares 2,130 $731K 0.02% +66 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,144 shares 20,144 $730K 0.02% new Timeline IYZ ISHARES 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 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,466 shares 18,466 $726K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,534 shares 43,534 $723K 0.02% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 11,879 shares; 2025Q1: 15,360 shares; 2025Q2: 15,360 shares; 2025Q3: 15,360 shares; 2025Q4: 12,792 shares; 2026Q1: 11,642 shares 11,642 $718K 0.02% -1,150 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: 8,519 shares; 2024Q4: 8,126 shares; 2025Q1: 5,631 shares; 2025Q2: 5,912 shares; 2025Q3: 6,313 shares; 2025Q4: 5,552 shares; 2026Q1: 5,418 shares 5,418 $716K 0.02% -134 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 10,539 shares; 2025Q1: 9,810 shares; 2025Q2: 8,978 shares; 2025Q3: 8,606 shares; 2025Q4: 8,532 shares; 2026Q1: 8,415 shares 8,415 $715K 0.02% -117 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: 18,112 shares; 2024Q4: 17,397 shares; 2025Q1: 16,460 shares; 2025Q2: 12,120 shares; 2025Q3: 14,000 shares; 2025Q4: 14,231 shares; 2026Q1: 16,037 shares 16,037 $708K 0.02% +1,806 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: 1,499 shares; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,269 shares 11,269 $705K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares 6,889 $704K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 25,955 shares; 2025Q1: 31,478 shares; 2025Q2: 30,412 shares; 2025Q3: 29,284 shares; 2025Q4: 32,172 shares; 2026Q1: 35,077 shares 35,077 $703K 0.02% +2,905 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,125 shares; 2026Q1: 13,878 shares 13,878 $701K 0.02% +3,753 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: 12,012 shares; 2024Q4: 11,494 shares; 2025Q1: 7,743 shares; 2025Q2: 11,437 shares; 2025Q3: 11,646 shares; 2025Q4: 4,851 shares; 2026Q1: 5,747 shares 5,747 $691K 0.02% +896 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,798 shares; 2025Q1: 6,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,812 shares; 2026Q1: 10,845 shares 10,845 $690K 0.02% +3,033 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 25,008 shares; 2025Q1: 25,009 shares; 2025Q2: 25,009 shares; 2025Q3: 25,009 shares; 2025Q4: 25,801 shares; 2026Q1: 25,801 shares 25,801 $687K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,146 shares; 2025Q1: 3,992 shares; 2025Q2: 3,733 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,572 shares 3,572 $677K 0.02% -135 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 764 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 865 shares; 2025Q4: 1,020 shares; 2026Q1: 993 shares 993 $677K 0.02% -27 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,636 shares; 2024Q4: 104,719 shares; 2025Q1: 104,719 shares; 2025Q2: 104,719 shares; 2025Q3: 104,719 shares; 2025Q4: 87,556 shares; 2026Q1: 80,993 shares 80,993 $674K 0.02% -6,563 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 34,206 shares; 2025Q1: not reported; 2025Q2: 34,200 shares; 2025Q3: 34,200 shares; 2025Q4: 26,325 shares; 2026Q1: 26,328 shares 26,328 $672K 0.02% +3 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,225 shares; 2026Q1: 17,225 shares 17,225 $670K 0.02% +10,000 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: 8,349 shares; 2024Q4: 5,047 shares; 2025Q1: 467 shares; 2025Q2: 6,446 shares; 2025Q3: 4,477 shares; 2025Q4: 4,176 shares; 2026Q1: 4,922 shares 4,922 $667K 0.02% +746 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: 220 shares; 2024Q4: 156 shares; 2025Q1: 148 shares; 2025Q2: 1,563 shares; 2025Q3: 1,263 shares; 2025Q4: 1,488 shares; 2026Q1: 3,382 shares 3,382 $666K 0.02% +1,894 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: 12,359 shares; 2024Q4: 12,069 shares; 2025Q1: 5,459 shares; 2025Q2: 6,823 shares; 2025Q3: 7,117 shares; 2025Q4: 7,087 shares; 2026Q1: 4,602 shares 4,602 $665K 0.02% -2,485 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,758 shares; 2025Q3: 10,628 shares; 2025Q4: 11,063 shares; 2026Q1: 10,294 shares 10,294 $661K 0.02% -769 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 11,902 shares; 2025Q1: 506 shares; 2025Q2: 10,323 shares; 2025Q3: 7,424 shares; 2025Q4: 5,239 shares; 2026Q1: 5,189 shares 5,189 $657K 0.02% -50 Timeline EEMS 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: 5,468 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,867 shares; 2026Q1: 9,467 shares 9,467 $655K 0.02% -400 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,215 shares; 2024Q4: 26,014 shares; 2025Q1: 25,999 shares; 2025Q2: 25,999 shares; 2025Q3: 25,999 shares; 2025Q4: 21,757 shares; 2026Q1: 20,584 shares 20,584 $655K 0.02% -1,173 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,278 shares; 2025Q1: 4,151 shares; 2025Q2: 4,152 shares; 2025Q3: 3,153 shares; 2025Q4: 2,372 shares; 2026Q1: 3,994 shares 3,994 $653K 0.02% +1,622 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,720 shares; 2025Q1: 2,359 shares; 2025Q2: 2,356 shares; 2025Q3: 3,276 shares; 2025Q4: 2,750 shares; 2026Q1: 2,502 shares 2,502 $652K 0.02% -248 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 9,275 shares; 2025Q1: 193 shares; 2025Q2: 9,272 shares; 2025Q3: 9,292 shares; 2025Q4: 7,348 shares; 2026Q1: 6,953 shares 6,953 $651K 0.02% -395 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,511 shares; 2025Q1: 8,441 shares; 2025Q2: 7,850 shares; 2025Q3: 7,618 shares; 2025Q4: 7,548 shares; 2026Q1: 7,465 shares 7,465 $650K 0.02% -83 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: 6,473 shares; 2024Q4: 6,340 shares; 2025Q1: 6,159 shares; 2025Q2: 6,101 shares; 2025Q3: 7,578 shares; 2025Q4: 5,842 shares; 2026Q1: 5,870 shares 5,870 $648K 0.02% +28 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,272 shares; 2026Q1: 3,407 shares 3,407 $641K 0.02% +135 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,664 shares; 2024Q4: 28,255 shares; 2025Q1: 271 shares; 2025Q2: 33,912 shares; 2025Q3: 45,620 shares; 2025Q4: 26,661 shares; 2026Q1: 28,297 shares 28,297 $636K 0.02% +1,636 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,671 shares; 2026Q1: 3,676 shares 3,676 $635K 0.02% +5 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,515 shares; 2024Q4: 21,631 shares; 2025Q1: 781 shares; 2025Q2: 21,681 shares; 2025Q3: 25,206 shares; 2025Q4: 21,456 shares; 2026Q1: 21,549 shares 21,549 $633K 0.02% +93 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,190 shares 10,190 $628K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,078 shares; 2024Q4: 9,323 shares; 2025Q1: 9,242 shares; 2025Q2: 9,234 shares; 2025Q3: 8,877 shares; 2025Q4: 8,798 shares; 2026Q1: 8,813 shares 8,813 $627K 0.02% +15 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,076 shares; 2025Q4: 4,558 shares; 2026Q1: 4,570 shares 4,570 $619K 0.02% +12 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: 20,883 shares; 2024Q4: 19,462 shares; 2025Q1: 17,954 shares; 2025Q2: 18,009 shares; 2025Q3: 16,314 shares; 2025Q4: 16,224 shares; 2026Q1: 20,963 shares 20,963 $618K 0.02% +4,739 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: 3,023 shares; 2024Q4: 3,320 shares; 2025Q1: 3,319 shares; 2025Q2: 2,310 shares; 2025Q3: 2,315 shares; 2025Q4: 2,552 shares; 2026Q1: 2,686 shares 2,686 $617K 0.02% +134 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,208 shares; 2025Q1: 1,186 shares; 2025Q2: 1,181 shares; 2025Q3: 1,456 shares; 2025Q4: 3,061 shares; 2026Q1: 2,904 shares 2,904 $616K 0.02% -157 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 18,000 shares 18,000 $616K 0.02% -30 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 5,439 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,363 shares; 2025Q4: 4,343 shares; 2026Q1: 3,833 shares 3,833 $614K 0.02% -510 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 740 shares; 2025Q3: 845 shares; 2025Q4: 744 shares; 2026Q1: 1,043 shares 1,043 $614K 0.02% +299 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: 2,924 shares; 2024Q4: 2,791 shares; 2025Q1: 4,280 shares; 2025Q2: 3,023 shares; 2025Q3: 3,319 shares; 2025Q4: 4,668 shares; 2026Q1: 4,672 shares 4,672 $612K 0.02% +4 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,388 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 3,677 shares; 2026Q1: 2,423 shares 2,423 $610K 0.02% -1,254 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 15,768 shares; 2025Q1: 13,827 shares; 2025Q2: 13,663 shares; 2025Q3: 12,777 shares; 2025Q4: 12,565 shares; 2026Q1: 12,455 shares 12,455 $609K 0.02% -110 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,904 shares; 2024Q4: 31,904 shares; 2025Q1: 31,904 shares; 2025Q2: 31,904 shares; 2025Q3: 31,904 shares; 2025Q4: 31,904 shares; 2026Q1: 31,904 shares 31,904 $606K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 9,486 shares; 2025Q1: 9,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,307 shares; 2026Q1: 9,897 shares 9,897 $604K 0.02% +590 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 21,591 shares; 2025Q1: 24,119 shares; 2025Q2: 16,669 shares; 2025Q3: 17,881 shares; 2025Q4: 18,119 shares; 2026Q1: 18,167 shares 18,167 $604K 0.02% +48 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares; 2026Q1: 10,533 shares 10,533 $600K 0.02% +4,347 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 11,541 shares; 2025Q1: 11,541 shares; 2025Q2: 11,541 shares; 2025Q3: 11,541 shares; 2025Q4: 9,658 shares; 2026Q1: 9,052 shares 9,052 $600K 0.02% -606 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 105 shares; 2025Q2: 3,498 shares; 2025Q3: 3,501 shares; 2025Q4: 2,681 shares; 2026Q1: 4,102 shares 4,102 $596K 0.02% +1,421 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,613 shares; 2025Q1: 5,653 shares; 2025Q2: 5,644 shares; 2025Q3: 5,645 shares; 2025Q4: 4,741 shares; 2026Q1: 4,475 shares 4,475 $596K 0.02% -266 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 295 shares; 2025Q2: 1,639 shares; 2025Q3: 1,692 shares; 2025Q4: 1,221 shares; 2026Q1: 1,255 shares 1,255 $594K 0.02% +34 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,996 shares; 2025Q2: 7,000 shares; 2025Q3: 6,973 shares; 2025Q4: 7,557 shares; 2026Q1: 6,973 shares 6,973 $592K 0.02% -584 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 2,910 shares; 2025Q1: 10 shares; 2025Q2: 2,910 shares; 2025Q3: 4,210 shares; 2025Q4: 5,200 shares; 2026Q1: 5,206 shares 5,206 $587K 0.02% +6 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,479 shares; 2025Q1: 2,888 shares; 2025Q2: 2,497 shares; 2025Q3: 2,200 shares; 2025Q4: 1,910 shares; 2026Q1: 1,948 shares 1,948 $586K 0.02% +38 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 9,159 shares; 2025Q1: 5,847 shares; 2025Q2: 8,882 shares; 2025Q3: 8,925 shares; 2025Q4: 8,914 shares; 2026Q1: 9,305 shares 9,305 $584K 0.02% +391 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: 3,038 shares; 2024Q4: 2,884 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,503 shares; 2025Q4: 9,034 shares; 2026Q1: 11,611 shares 11,611 $580K 0.02% +2,577 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,031 shares; 2025Q4: 6,954 shares; 2026Q1: 11,581 shares 11,581 $577K 0.02% +4,627 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 1,000 shares 1,000 $572K 0.02% new 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: 2,256 shares; 2024Q4: 2,822 shares; 2025Q1: 3,118 shares; 2025Q2: 3,451 shares; 2025Q3: 3,745 shares; 2025Q4: 4,002 shares; 2026Q1: 4,972 shares 4,972 $572K 0.02% +970 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 5,729 shares; 2025Q1: 8,205 shares; 2025Q2: 4,681 shares; 2025Q3: 4,693 shares; 2025Q4: 5,768 shares; 2026Q1: 6,108 shares 6,108 $570K 0.02% +340 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,414 shares 27,414 $569K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $568K 0.02% new Timeline NJUL 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: 9,337 shares; 2024Q4: 8,702 shares; 2025Q1: 8,702 shares; 2025Q2: 8,702 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares; 2026Q1: 7,944 shares 7,944 $567K 0.02% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 3,412 shares; 2025Q1: 3,674 shares; 2025Q2: 3,660 shares; 2025Q3: 3,189 shares; 2025Q4: 2,874 shares; 2026Q1: 2,781 shares 2,781 $556K 0.02% -93 Timeline