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: 1,711,410 shares; 2024Q4: 1,786,585 shares; 2025Q1: 1,708,110 shares; 2025Q2: 1,749,580 shares; 2025Q3: 1,859,432 shares; 2025Q4: 1,916,664 shares; 2026Q1: 1,789,175 shares 1,789,175 $178M 5.69% -127,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551,749 shares; 2025Q4: not reported; 2026Q1: 552,896 shares 552,896 $136M 4.36% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997,682 shares; 2024Q4: 998,036 shares; 2025Q1: 1,130,496 shares; 2025Q2: 1,181,376 shares; 2025Q3: 1,164,122 shares; 2025Q4: 1,925,152 shares; 2026Q1: 2,320,042 shares 2,320,042 $117M 3.76% +394,890 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460,242 shares; 2024Q4: 1,553,404 shares; 2025Q1: 1,748,444 shares; 2025Q2: 1,839,004 shares; 2025Q3: 2,018,916 shares; 2025Q4: 2,054,436 shares; 2026Q1: 2,055,459 shares 2,055,459 $93.8M 3.01% +1,023 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: 493,098 shares; 2024Q4: 503,499 shares; 2025Q1: 551,657 shares; 2025Q2: 564,005 shares; 2025Q3: 560,664 shares; 2025Q4: 600,270 shares; 2026Q1: 510,231 shares 510,231 $88.4M 2.83% -90,039 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: 192,999 shares; 2024Q4: 200,331 shares; 2025Q1: 203,863 shares; 2025Q2: 208,215 shares; 2025Q3: 211,625 shares; 2025Q4: 242,458 shares; 2026Q1: 235,388 shares 235,388 $86.2M 2.76% -7,070 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: 850,613 shares; 2024Q4: 901,745 shares; 2025Q1: 779,930 shares; 2025Q2: 886,902 shares; 2025Q3: 910,579 shares; 2025Q4: 750,239 shares; 2026Q1: 833,469 shares 833,469 $76.4M 2.45% +83,230 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,911 shares; 2024Q4: 715,665 shares; 2025Q1: 762,973 shares; 2025Q2: 929,019 shares; 2025Q3: 954,108 shares; 2025Q4: 1,352,189 shares; 2026Q1: 1,435,698 shares 1,435,698 $72M 2.31% +83,509 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: 733,987 shares; 2024Q4: 756,269 shares; 2025Q1: 763,901 shares; 2025Q2: 862,279 shares; 2025Q3: 927,418 shares; 2025Q4: 1,049,797 shares; 2026Q1: 1,048,923 shares 1,048,923 $70.8M 2.27% -874 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: 12,861 shares; 2024Q4: 13,870 shares; 2025Q1: 22,321 shares; 2025Q2: 30,117 shares; 2025Q3: 43,814 shares; 2025Q4: 114,824 shares; 2026Q1: 116,749 shares 116,749 $69.8M 2.24% +1,925 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: 262,687 shares; 2024Q4: 265,371 shares; 2025Q1: 271,927 shares; 2025Q2: 279,445 shares; 2025Q3: 296,588 shares; 2025Q4: 346,718 shares; 2026Q1: 327,700 shares 327,700 $67.9M 2.18% -19,018 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: 1,040,264 shares; 2024Q4: 1,041,762 shares; 2025Q1: 967,089 shares; 2025Q2: 931,595 shares; 2025Q3: 850,881 shares; 2025Q4: 776,549 shares; 2026Q1: 671,507 shares 671,507 $59.2M 1.9% -105,042 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: 361,485 shares; 2024Q4: 350,404 shares; 2025Q1: 348,851 shares; 2025Q2: 353,432 shares; 2025Q3: 390,472 shares; 2025Q4: 470,802 shares; 2026Q1: 457,070 shares 457,070 $56.8M 1.82% -13,732 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: 184,840 shares; 2024Q4: 181,944 shares; 2025Q1: 190,943 shares; 2025Q2: 190,106 shares; 2025Q3: 185,809 shares; 2025Q4: 183,452 shares; 2026Q1: 177,070 shares 177,070 $54.8M 1.76% -6,382 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: 190,445 shares; 2024Q4: 190,139 shares; 2025Q1: 187,669 shares; 2025Q2: 196,114 shares; 2025Q3: 198,757 shares; 2025Q4: 204,733 shares; 2026Q1: 197,338 shares 197,338 $54.8M 1.76% -7,395 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,063 shares; 2024Q4: 719,920 shares; 2025Q1: 809,795 shares; 2025Q2: 848,269 shares; 2025Q3: 989,652 shares; 2025Q4: 1,027,225 shares; 2026Q1: 1,018,309 shares 1,018,309 $51.7M 1.66% -8,916 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: 33,678 shares; 2024Q4: 27,042 shares; 2025Q1: 23,763 shares; 2025Q2: 25,611 shares; 2025Q3: 25,253 shares; 2025Q4: 65,731 shares; 2026Q1: 61,936 shares 61,936 $40.5M 1.3% -3,795 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: 147,291 shares; 2024Q4: 147,558 shares; 2025Q1: 136,228 shares; 2025Q2: 132,115 shares; 2025Q3: 133,252 shares; 2025Q4: 145,324 shares; 2026Q1: 130,075 shares 130,075 $38.3M 1.23% -15,249 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,942 shares; 2024Q4: 28,819 shares; 2025Q1: 34,612 shares; 2025Q2: 49,325 shares; 2025Q3: 50,470 shares; 2025Q4: 59,475 shares; 2026Q1: 64,281 shares 64,281 $37.1M 1.19% +4,806 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,395 shares; 2024Q4: 250,486 shares; 2025Q1: 271,126 shares; 2025Q2: 254,746 shares; 2025Q3: 266,949 shares; 2025Q4: 274,189 shares; 2026Q1: 280,056 shares 280,056 $35M 1.12% +5,867 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: 558,654 shares; 2024Q4: 564,828 shares; 2025Q1: 626,650 shares; 2025Q2: 661,833 shares; 2025Q3: 701,649 shares; 2025Q4: 689,445 shares; 2026Q1: 728,883 shares 728,883 $34.2M 1.1% +39,438 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: 25,180 shares; 2024Q4: 71,421 shares; 2025Q1: 57,393 shares; 2025Q2: 59,061 shares; 2025Q3: 62,750 shares; 2025Q4: 138,874 shares; 2026Q1: 141,616 shares 141,616 $33.7M 1.08% +2,742 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: 42,016 shares; 2024Q4: 45,888 shares; 2025Q1: 51,027 shares; 2025Q2: 49,539 shares; 2025Q3: 48,984 shares; 2025Q4: 87,962 shares; 2026Q1: 101,807 shares 101,807 $32.7M 1.05% +13,845 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: 168,485 shares; 2024Q4: 192,149 shares; 2025Q1: 204,485 shares; 2025Q2: 259,063 shares; 2025Q3: 297,212 shares; 2025Q4: 478,101 shares; 2026Q1: 482,740 shares 482,740 $30.9M 0.99% +4,639 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: 270,447 shares; 2024Q4: 274,246 shares; 2025Q1: 288,967 shares; 2025Q2: 260,959 shares; 2025Q3: 261,907 shares; 2025Q4: 276,985 shares; 2026Q1: 238,240 shares 238,240 $29.6M 0.95% -38,745 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: 50,400 shares; 2024Q4: 46,939 shares; 2025Q1: 52,663 shares; 2025Q2: 52,476 shares; 2025Q3: 58,342 shares; 2025Q4: 63,714 shares; 2026Q1: 50,466 shares 50,466 $28.8M 0.92% -13,248 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: 90,906 shares; 2024Q4: 62,361 shares; 2025Q1: 43,104 shares; 2025Q2: 41,966 shares; 2025Q3: 42,655 shares; 2025Q4: 52,774 shares; 2026Q1: 48,641 shares 48,641 $28.1M 0.9% -4,133 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: 119,632 shares; 2024Q4: 120,789 shares; 2025Q1: 115,240 shares; 2025Q2: 118,661 shares; 2025Q3: 99,933 shares; 2025Q4: 119,458 shares; 2026Q1: 104,602 shares 104,602 $27.9M 0.89% -14,856 Timeline RWL 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: 59,729 shares; 2025Q2: 98,095 shares; 2025Q3: 99,754 shares; 2025Q4: 334,486 shares; 2026Q1: 234,702 shares 234,702 $27M 0.86% -99,784 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: 57,872 shares; 2024Q4: 59,495 shares; 2025Q1: 63,844 shares; 2025Q2: 64,319 shares; 2025Q3: 64,883 shares; 2025Q4: 76,609 shares; 2026Q1: 69,555 shares 69,555 $24.9M 0.8% -7,054 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: 25,675 shares; 2024Q4: 25,396 shares; 2025Q1: 26,197 shares; 2025Q2: 26,778 shares; 2025Q3: 25,651 shares; 2025Q4: 257,188 shares; 2026Q1: 260,132 shares 260,132 $24.9M 0.8% +2,944 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: 168,659 shares; 2024Q4: 163,501 shares; 2025Q1: 160,023 shares; 2025Q2: 158,954 shares; 2025Q3: 147,087 shares; 2025Q4: 150,647 shares; 2026Q1: 127,494 shares 127,494 $21.6M 0.69% -23,153 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: 222,077 shares; 2024Q4: 696,321 shares; 2025Q1: 651,139 shares; 2025Q2: 640,539 shares; 2025Q3: 666,972 shares; 2025Q4: 661,823 shares; 2026Q1: 690,238 shares 690,238 $21.2M 0.68% +28,415 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: 5,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,063 shares; 2025Q4: 166,397 shares; 2026Q1: 368,941 shares 368,941 $21M 0.67% +202,544 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: 127,813 shares; 2024Q4: 111,242 shares; 2025Q1: 98,404 shares; 2025Q2: 139,759 shares; 2025Q3: 125,801 shares; 2025Q4: 235,195 shares; 2026Q1: 231,432 shares 231,432 $21M 0.67% -3,763 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: 55,731 shares; 2024Q4: 53,753 shares; 2025Q1: 37,529 shares; 2025Q2: 34,362 shares; 2025Q3: 31,628 shares; 2025Q4: 163,667 shares; 2026Q1: 154,709 shares 154,709 $20.6M 0.66% -8,958 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: 36,129 shares; 2024Q4: 38,319 shares; 2025Q1: 31,637 shares; 2025Q2: 32,992 shares; 2025Q3: 36,521 shares; 2025Q4: 40,008 shares; 2026Q1: 42,039 shares 42,039 $20.1M 0.65% +2,031 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: 98,048 shares; 2024Q4: 97,230 shares; 2025Q1: 89,792 shares; 2025Q2: 88,141 shares; 2025Q3: 86,996 shares; 2025Q4: 86,912 shares; 2026Q1: 81,992 shares 81,992 $20M 0.64% -4,920 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: 47,851 shares; 2024Q4: 49,027 shares; 2025Q1: 40,041 shares; 2025Q2: 40,121 shares; 2025Q3: 40,086 shares; 2025Q4: 47,162 shares; 2026Q1: 46,021 shares 46,021 $19.8M 0.63% -1,141 Timeline JMST 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: 141,675 shares; 2024Q4: 136,132 shares; 2025Q1: 159,576 shares; 2025Q2: 263,278 shares; 2025Q3: 284,297 shares; 2025Q4: 323,330 shares; 2026Q1: 383,264 shares 383,264 $19.5M 0.63% +59,934 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: 22,780 shares; 2024Q4: 23,951 shares; 2025Q1: 20,497 shares; 2025Q2: 20,735 shares; 2025Q3: 20,940 shares; 2025Q4: 22,348 shares; 2026Q1: 20,366 shares 20,366 $18.7M 0.6% -1,982 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: 15,264 shares; 2024Q4: 15,501 shares; 2025Q1: 14,020 shares; 2025Q2: 14,671 shares; 2025Q3: 15,185 shares; 2025Q4: 17,439 shares; 2026Q1: 18,150 shares 18,150 $18.1M 0.58% +711 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: 591,099 shares; 2024Q4: 660,834 shares; 2025Q1: 522,407 shares; 2025Q2: 663,339 shares; 2025Q3: 679,337 shares; 2025Q4: 651,213 shares; 2026Q1: 168,139 shares 168,139 $16.9M 0.54% -483,074 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: 149,826 shares; 2024Q4: 170,180 shares; 2025Q1: 173,709 shares; 2025Q2: 264,089 shares; 2025Q3: 292,883 shares; 2025Q4: 282,251 shares; 2026Q1: 283,584 shares 283,584 $16.6M 0.53% +1,333 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: 54,547 shares; 2024Q4: 55,013 shares; 2025Q1: 55,247 shares; 2025Q2: 54,244 shares; 2025Q3: 53,570 shares; 2025Q4: 61,642 shares; 2026Q1: 53,636 shares 53,636 $16.2M 0.52% -8,006 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: 64,748 shares; 2024Q4: 68,318 shares; 2025Q1: 68,987 shares; 2025Q2: 71,109 shares; 2025Q3: 74,706 shares; 2025Q4: 75,224 shares; 2026Q1: 72,438 shares 72,438 $15.8M 0.5% -2,786 Timeline NEAR 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: 87,170 shares; 2024Q4: 121,110 shares; 2025Q1: 141,383 shares; 2025Q2: 178,965 shares; 2025Q3: 193,863 shares; 2025Q4: 238,596 shares; 2026Q1: 307,924 shares 307,924 $15.7M 0.5% +69,328 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,385 shares; 2024Q4: 18,618 shares; 2025Q1: 44,654 shares; 2025Q2: 18,584 shares; 2025Q3: 17,085 shares; 2025Q4: 140,493 shares; 2026Q1: 79,022 shares 79,022 $15.2M 0.49% -61,471 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: 66,333 shares; 2024Q4: 65,179 shares; 2025Q1: 62,461 shares; 2025Q2: 63,839 shares; 2025Q3: 64,964 shares; 2025Q4: 70,394 shares; 2026Q1: 73,273 shares 73,273 $15.1M 0.48% +2,879 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,873 shares; 2026Q1: 448,298 shares 448,298 $15M 0.48% +274,425 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: 48,362 shares; 2024Q4: 47,181 shares; 2025Q1: 44,272 shares; 2025Q2: 44,038 shares; 2025Q3: 47,018 shares; 2025Q4: 54,113 shares; 2026Q1: 44,259 shares 44,259 $14.6M 0.47% -9,854 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 1,000,013 shares 1,000,013 $14.4M 0.46% +13 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: 119,549 shares; 2024Q4: 116,909 shares; 2025Q1: 122,336 shares; 2025Q2: 129,323 shares; 2025Q3: 134,978 shares; 2025Q4: 165,772 shares; 2026Q1: 184,129 shares 184,129 $14.3M 0.46% +18,357 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: 20,157 shares; 2024Q4: 20,706 shares; 2025Q1: 25,176 shares; 2025Q2: 19,984 shares; 2025Q3: 21,816 shares; 2025Q4: 22,420 shares; 2026Q1: 20,164 shares 20,164 $14.3M 0.46% -2,256 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: 119,854 shares; 2024Q4: 121,433 shares; 2025Q1: 130,099 shares; 2025Q2: 130,742 shares; 2025Q3: 139,998 shares; 2025Q4: 140,663 shares; 2026Q1: 132,444 shares 132,444 $13.6M 0.44% -8,219 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: 3,560 shares; 2024Q4: 3,438 shares; 2025Q1: 3,871 shares; 2025Q2: 4,158 shares; 2025Q3: 4,137 shares; 2025Q4: 20,031 shares; 2026Q1: 19,189 shares 19,189 $13.4M 0.43% -842 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: 143,101 shares; 2024Q4: 140,028 shares; 2025Q1: 142,382 shares; 2025Q2: 140,991 shares; 2025Q3: 134,324 shares; 2025Q4: 173,484 shares; 2026Q1: 168,000 shares 168,000 $12.8M 0.41% -5,484 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: 5,823 shares; 2024Q4: 5,459 shares; 2025Q1: 5,095 shares; 2025Q2: 5,696 shares; 2025Q3: 5,703 shares; 2025Q4: 34,710 shares; 2026Q1: 33,453 shares 33,453 $12.3M 0.39% -1,257 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,605 shares; 2025Q1: 51,490 shares; 2025Q2: 141,567 shares; 2025Q3: 158,415 shares; 2025Q4: 200,500 shares; 2026Q1: 228,168 shares 228,168 $12.3M 0.39% +27,668 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: 95,615 shares; 2024Q4: 97,421 shares; 2025Q1: 90,387 shares; 2025Q2: 90,641 shares; 2025Q3: 92,604 shares; 2025Q4: 88,239 shares; 2026Q1: 83,890 shares 83,890 $12.1M 0.39% -4,349 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: 27,807 shares; 2024Q4: 24,979 shares; 2025Q1: 20,542 shares; 2025Q2: 32,426 shares; 2025Q3: 100,086 shares; 2025Q4: 80,755 shares; 2026Q1: 157,435 shares 157,435 $12.1M 0.39% +76,680 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: 55,132 shares; 2024Q4: 56,813 shares; 2025Q1: 53,271 shares; 2025Q2: 53,252 shares; 2025Q3: 55,016 shares; 2025Q4: 61,711 shares; 2026Q1: 62,944 shares 62,944 $12M 0.39% +1,233 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: 6,184 shares; 2024Q4: 26,148 shares; 2025Q1: 19,830 shares; 2025Q2: 17,780 shares; 2025Q3: 17,498 shares; 2025Q4: 266,183 shares; 2026Q1: 297,107 shares 297,107 $11.7M 0.38% +30,924 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: 2,222 shares; 2024Q4: 7,350 shares; 2025Q1: 6,747 shares; 2025Q2: 7,687 shares; 2025Q3: 7,761 shares; 2025Q4: 76,550 shares; 2026Q1: 77,423 shares 77,423 $11.5M 0.37% +873 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,248 shares; 2025Q1: 4,586 shares; 2025Q2: 4,663 shares; 2025Q3: 4,768 shares; 2025Q4: 39,547 shares; 2026Q1: 40,040 shares 40,040 $10.9M 0.35% +493 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: 12,930 shares; 2024Q4: 13,638 shares; 2025Q1: 12,655 shares; 2025Q2: 13,218 shares; 2025Q3: 14,136 shares; 2025Q4: 14,904 shares; 2026Q1: 13,329 shares 13,329 $10.9M 0.35% -1,575 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: 70,753 shares; 2024Q4: 70,246 shares; 2025Q1: 70,444 shares; 2025Q2: 69,040 shares; 2025Q3: 69,574 shares; 2025Q4: 67,259 shares; 2026Q1: 69,474 shares 69,474 $10.8M 0.35% +2,215 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: 17,666 shares; 2024Q4: 18,981 shares; 2025Q1: 21,131 shares; 2025Q2: 42,649 shares; 2025Q3: 42,359 shares; 2025Q4: 47,159 shares; 2026Q1: 44,308 shares 44,308 $10.7M 0.34% -2,851 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: 101,479 shares; 2024Q4: 100,582 shares; 2025Q1: 98,383 shares; 2025Q2: 95,315 shares; 2025Q3: 101,900 shares; 2025Q4: 118,351 shares; 2026Q1: 73,285 shares 73,285 $10.6M 0.34% -45,066 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,381 shares; 2024Q4: 20,130 shares; 2025Q1: 16,735 shares; 2025Q2: 20,259 shares; 2025Q3: 19,389 shares; 2025Q4: 17,876 shares; 2026Q1: 106,025 shares 106,025 $10.1M 0.32% +88,149 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: 4,271 shares; 2024Q4: 2,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,162 shares; 2026Q1: 54,616 shares 54,616 $10.1M 0.32% +44,454 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,420 shares; 2025Q1: 28,992 shares; 2025Q2: 29,031 shares; 2025Q3: 28,827 shares; 2025Q4: 42,215 shares; 2026Q1: 45,563 shares 45,563 $9.97M 0.32% +3,348 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: 107,989 shares; 2024Q4: 108,818 shares; 2025Q1: 107,984 shares; 2025Q2: 107,510 shares; 2025Q3: 106,154 shares; 2025Q4: 115,494 shares; 2026Q1: 104,785 shares 104,785 $9.73M 0.31% -10,709 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: 101,793 shares; 2024Q4: 74,615 shares; 2025Q1: 82,185 shares; 2025Q2: 104,184 shares; 2025Q3: 117,994 shares; 2025Q4: 110,547 shares; 2026Q1: 111,920 shares 111,920 $9.7M 0.31% +1,373 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,420 shares; 2024Q4: 131,649 shares; 2025Q1: 301,404 shares; 2025Q2: 245,803 shares; 2025Q3: 223,222 shares; 2025Q4: 209,965 shares; 2026Q1: 210,199 shares 210,199 $9.59M 0.31% +234 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: 16,636 shares; 2024Q4: 16,492 shares; 2025Q1: 16,512 shares; 2025Q2: 15,767 shares; 2025Q3: 16,102 shares; 2025Q4: 18,707 shares; 2026Q1: 19,060 shares 19,060 $9.45M 0.3% +353 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 44,747 shares; 2025Q1: 59,976 shares; 2025Q2: 162,649 shares; 2025Q3: 150,833 shares; 2025Q4: 166,557 shares; 2026Q1: 82,534 shares 82,534 $9.25M 0.3% -84,023 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: 28,380 shares; 2024Q4: 30,121 shares; 2025Q1: 21,887 shares; 2025Q2: 28,982 shares; 2025Q3: 30,270 shares; 2025Q4: 43,734 shares; 2026Q1: 44,587 shares 44,587 $9.07M 0.29% +853 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 246,628 shares; 2025Q1: 254,561 shares; 2025Q2: 362,965 shares; 2025Q3: 420,468 shares; 2025Q4: 290,158 shares; 2026Q1: 296,950 shares 296,950 $8.95M 0.29% +6,792 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 5,798 shares; 2025Q1: 20,932 shares; 2025Q2: 17,182 shares; 2025Q3: 17,224 shares; 2025Q4: 17,493 shares; 2026Q1: 16,634 shares 16,634 $8.95M 0.29% -859 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: 5,203 shares; 2024Q4: 47,297 shares; 2025Q1: 13,725 shares; 2025Q2: 22,991 shares; 2025Q3: 54,747 shares; 2025Q4: 104,840 shares; 2026Q1: 91,206 shares 91,206 $8.93M 0.29% -13,634 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: 210,723 shares; 2024Q4: 152,572 shares; 2025Q1: 141,435 shares; 2025Q2: 141,523 shares; 2025Q3: 176,454 shares; 2025Q4: 243,079 shares; 2026Q1: 175,170 shares 175,170 $8.79M 0.28% -67,909 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,942 shares; 2024Q4: 33,583 shares; 2025Q1: 101,654 shares; 2025Q2: 75,646 shares; 2025Q3: 86,602 shares; 2025Q4: 170,086 shares; 2026Q1: 186,336 shares 186,336 $8.58M 0.28% +16,250 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: 159,893 shares; 2024Q4: 175,047 shares; 2025Q1: 262,006 shares; 2025Q2: 233,778 shares; 2025Q3: 159,788 shares; 2025Q4: 148,621 shares; 2026Q1: 148,005 shares 148,005 $8.39M 0.27% -616 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: 73,128 shares; 2024Q4: 68,028 shares; 2025Q1: 63,717 shares; 2025Q2: 74,165 shares; 2025Q3: 78,708 shares; 2025Q4: 157,872 shares; 2026Q1: 104,007 shares 104,007 $8.24M 0.26% -53,865 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412,651 shares; 2025Q3: 423,928 shares; 2025Q4: 453,243 shares; 2026Q1: 488,668 shares 488,668 $8.19M 0.26% +35,425 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: 30,013 shares; 2024Q4: 33,295 shares; 2025Q1: 31,811 shares; 2025Q2: 44,587 shares; 2025Q3: 55,879 shares; 2025Q4: 63,094 shares; 2026Q1: 63,601 shares 63,601 $8.04M 0.26% +507 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: 35,015 shares; 2024Q4: 34,541 shares; 2025Q1: 34,478 shares; 2025Q2: 34,551 shares; 2025Q3: 33,053 shares; 2025Q4: 35,790 shares; 2026Q1: 36,743 shares 36,743 $7.47M 0.24% +953 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: 14,934 shares; 2024Q4: 14,875 shares; 2025Q1: 13,464 shares; 2025Q2: 13,872 shares; 2025Q3: 13,578 shares; 2025Q4: 16,626 shares; 2026Q1: 14,819 shares 14,819 $7.4M 0.24% -1,807 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: 64,819 shares; 2024Q4: 67,109 shares; 2025Q1: 66,462 shares; 2025Q2: 67,798 shares; 2025Q3: 67,282 shares; 2025Q4: 67,442 shares; 2026Q1: 74,973 shares 74,973 $7.23M 0.23% +7,531 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: 4,125 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 76,766 shares; 2026Q1: 77,900 shares 77,900 $7.19M 0.23% +1,134 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: 80,020 shares; 2024Q4: 80,425 shares; 2025Q1: 78,411 shares; 2025Q2: 71,379 shares; 2025Q3: 72,835 shares; 2025Q4: 94,154 shares; 2026Q1: 102,783 shares 102,783 $7.02M 0.22% +8,629 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: 26,477 shares; 2024Q4: 26,646 shares; 2025Q1: 25,434 shares; 2025Q2: 25,052 shares; 2025Q3: 23,252 shares; 2025Q4: 24,101 shares; 2026Q1: 22,406 shares 22,406 $6.96M 0.22% -1,695 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: 26,004 shares; 2024Q4: 26,381 shares; 2025Q1: 38,634 shares; 2025Q2: 95,507 shares; 2025Q3: 123,861 shares; 2025Q4: 142,098 shares; 2026Q1: 131,660 shares 131,660 $6.92M 0.22% -10,438 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: 85,491 shares; 2024Q4: 99,557 shares; 2025Q1: 72,972 shares; 2025Q2: 54,242 shares; 2025Q3: 72,490 shares; 2025Q4: 86,633 shares; 2026Q1: 97,764 shares 97,764 $6.66M 0.21% +11,131 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: 4,299 shares; 2024Q4: 4,190 shares; 2025Q1: 1,953 shares; 2025Q2: 4,027 shares; 2025Q3: 10,378 shares; 2025Q4: 19,988 shares; 2026Q1: 18,396 shares 18,396 $6.58M 0.21% -1,592 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: 29,399 shares; 2024Q4: 29,104 shares; 2025Q1: 25,713 shares; 2025Q2: 28,709 shares; 2025Q3: 28,734 shares; 2025Q4: 33,003 shares; 2026Q1: 28,415 shares 28,415 $6.42M 0.21% -4,588 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: 12,443 shares; 2024Q4: 12,536 shares; 2025Q1: 13,030 shares; 2025Q2: 22,253 shares; 2025Q3: 17,948 shares; 2025Q4: 20,023 shares; 2026Q1: 21,480 shares 21,480 $6.1M 0.2% +1,457 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 18,577 shares; 2025Q2: 19,102 shares; 2025Q3: 20,195 shares; 2025Q4: 20,642 shares; 2026Q1: 20,319 shares 20,319 $6.07M 0.19% -323 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 4,036 shares; 2025Q1: 5,619 shares; 2025Q2: 6,591 shares; 2025Q3: 6,560 shares; 2025Q4: 6,654 shares; 2026Q1: 7,013 shares 7,013 $6.04M 0.19% +359 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: 19,083 shares; 2024Q4: 84,303 shares; 2025Q1: 144,293 shares; 2025Q2: 138,953 shares; 2025Q3: 142,480 shares; 2025Q4: 222,973 shares; 2026Q1: 154,381 shares 154,381 $5.93M 0.19% -68,592 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,331 shares; 2024Q4: 23,183 shares; 2025Q1: 22,703 shares; 2025Q2: 42,007 shares; 2025Q3: 100,354 shares; 2025Q4: 116,400 shares; 2026Q1: 124,172 shares 124,172 $5.9M 0.19% +7,772 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,910 shares; 2025Q1: 10,663 shares; 2025Q2: 10,677 shares; 2025Q3: 13,665 shares; 2025Q4: 32,807 shares; 2026Q1: 26,857 shares 26,857 $5.74M 0.18% -5,950 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: 14,016 shares; 2024Q4: 10,516 shares; 2025Q1: 11,792 shares; 2025Q2: 10,466 shares; 2025Q3: 16,638 shares; 2025Q4: 14,109 shares; 2026Q1: 16,141 shares 16,141 $5.68M 0.18% +2,032 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,130 shares; 2024Q4: 39,172 shares; 2025Q1: 42,141 shares; 2025Q2: 40,635 shares; 2025Q3: 40,710 shares; 2025Q4: 42,736 shares; 2026Q1: 43,059 shares 43,059 $5.64M 0.18% +323 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: 30,090 shares; 2024Q4: 33,716 shares; 2025Q1: 29,096 shares; 2025Q2: 30,444 shares; 2025Q3: 32,452 shares; 2025Q4: 43,186 shares; 2026Q1: 43,586 shares 43,586 $5.61M 0.18% +400 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: 8,975 shares; 2024Q4: 9,916 shares; 2025Q1: 20,173 shares; 2025Q2: 23,038 shares; 2025Q3: 24,849 shares; 2025Q4: 27,280 shares; 2026Q1: 16,664 shares 16,664 $5.47M 0.18% -10,616 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: 193,211 shares; 2024Q4: 194,907 shares; 2025Q1: 163,026 shares; 2025Q2: 160,218 shares; 2025Q3: 203,514 shares; 2025Q4: 210,175 shares; 2026Q1: 192,953 shares 192,953 $5.42M 0.17% -17,222 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 35,122 shares; 2025Q3: 97,608 shares; 2025Q4: 263,357 shares; 2026Q1: 204,367 shares 204,367 $5.37M 0.17% -58,990 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,037 shares; 2025Q3: 11,420 shares; 2025Q4: 12,956 shares; 2026Q1: 70,947 shares 70,947 $5.37M 0.17% +57,991 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: 20,731 shares; 2024Q4: 20,820 shares; 2025Q1: 17,257 shares; 2025Q2: 19,009 shares; 2025Q3: 24,083 shares; 2025Q4: 28,780 shares; 2026Q1: 27,080 shares 27,080 $5.37M 0.17% -1,700 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: 63,475 shares; 2024Q4: 57,633 shares; 2025Q1: 53,654 shares; 2025Q2: 60,721 shares; 2025Q3: 67,826 shares; 2025Q4: 80,904 shares; 2026Q1: 78,705 shares 78,705 $5.32M 0.17% -2,199 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: 46,689 shares; 2024Q4: 20,207 shares; 2025Q1: 15,919 shares; 2025Q2: 18,854 shares; 2025Q3: 24,549 shares; 2025Q4: 105,753 shares; 2026Q1: 85,366 shares 85,366 $5.23M 0.17% -20,387 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: 8,111 shares; 2024Q4: 1,416 shares; 2025Q1: 3,101 shares; 2025Q2: 4,070 shares; 2025Q3: 3,491 shares; 2025Q4: 3,364 shares; 2026Q1: 3,855 shares 3,855 $5.09M 0.16% +491 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: 6,997 shares; 2024Q4: 6,500 shares; 2025Q1: 4,433 shares; 2025Q2: 4,902 shares; 2025Q3: 8,484 shares; 2025Q4: 8,550 shares; 2026Q1: 8,409 shares 8,409 $5.08M 0.16% -141 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: 26,509 shares; 2024Q4: 15,061 shares; 2025Q1: 14,540 shares; 2025Q2: 4,215 shares; 2025Q3: 9,274 shares; 2025Q4: 31,684 shares; 2026Q1: 34,555 shares 34,555 $5.07M 0.16% +2,871 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: 80,033 shares; 2024Q4: 74,577 shares; 2025Q1: 50,725 shares; 2025Q2: 68,849 shares; 2025Q3: 72,100 shares; 2025Q4: 76,904 shares; 2026Q1: 62,524 shares 62,524 $4.98M 0.16% -14,380 Timeline DHDG 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: 143,783 shares 143,783 $4.84M 0.15% new 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: 44,395 shares; 2024Q4: 40,675 shares; 2025Q1: 40,684 shares; 2025Q2: 74,817 shares; 2025Q3: 81,115 shares; 2025Q4: 56,182 shares; 2026Q1: 57,968 shares 57,968 $4.79M 0.15% +1,786 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: 12,119 shares; 2024Q4: 14,950 shares; 2025Q1: 15,391 shares; 2025Q2: 15,520 shares; 2025Q3: 15,625 shares; 2025Q4: 23,071 shares; 2026Q1: 21,857 shares 21,857 $4.7M 0.15% -1,214 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: 56,300 shares; 2024Q4: 54,363 shares; 2025Q1: 57,171 shares; 2025Q2: 58,610 shares; 2025Q3: 57,153 shares; 2025Q4: 58,799 shares; 2026Q1: 40,867 shares 40,867 $4.63M 0.15% -17,932 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: 17,467 shares; 2024Q4: 18,553 shares; 2025Q1: 19,999 shares; 2025Q2: 19,225 shares; 2025Q3: 22,860 shares; 2025Q4: 25,348 shares; 2026Q1: 19,089 shares 19,089 $4.63M 0.15% -6,259 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,414 shares; 2024Q4: 189,088 shares; 2025Q1: 198,319 shares; 2025Q2: 226,716 shares; 2025Q3: 115,706 shares; 2025Q4: 146,772 shares; 2026Q1: 178,608 shares 178,608 $4.59M 0.15% +31,836 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 19,729 shares; 2025Q1: 14,847 shares; 2025Q2: 14,849 shares; 2025Q3: 14,809 shares; 2025Q4: 55,898 shares; 2026Q1: 46,388 shares 46,388 $4.49M 0.14% -9,510 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,191 shares; 2024Q4: 40,975 shares; 2025Q1: 54,571 shares; 2025Q2: 55,351 shares; 2025Q3: 80,200 shares; 2025Q4: 95,397 shares; 2026Q1: 37,520 shares 37,520 $4.45M 0.14% -57,877 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 7,519 shares; 2025Q1: 7,512 shares; 2025Q2: 10,147 shares; 2025Q3: 12,680 shares; 2025Q4: 16,213 shares; 2026Q1: 13,047 shares 13,047 $4.41M 0.14% -3,166 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 6,796 shares; 2025Q1: 6,553 shares; 2025Q2: 7,065 shares; 2025Q3: 7,155 shares; 2025Q4: 7,906 shares; 2026Q1: 7,740 shares 7,740 $4.36M 0.14% -166 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: 68,949 shares; 2024Q4: 175,883 shares; 2025Q1: 178,446 shares; 2025Q2: 145,154 shares; 2025Q3: 136,367 shares; 2025Q4: 187,363 shares; 2026Q1: 169,595 shares 169,595 $4.35M 0.14% -17,768 Timeline GRPM 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: 3,804 shares; 2024Q4: 7,703 shares; 2025Q1: 8,017 shares; 2025Q2: 7,475 shares; 2025Q3: 33,932 shares; 2025Q4: 34,943 shares; 2026Q1: 36,607 shares 36,607 $4.33M 0.14% +1,664 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 7,124 shares; 2025Q1: 8,155 shares; 2025Q2: 10,840 shares; 2025Q3: 10,732 shares; 2025Q4: 17,084 shares; 2026Q1: 18,716 shares 18,716 $4.31M 0.14% +1,632 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,898 shares; 2025Q1: 30,524 shares; 2025Q2: 36,971 shares; 2025Q3: 36,986 shares; 2025Q4: 38,145 shares; 2026Q1: 38,900 shares 38,900 $4.31M 0.14% +755 Timeline ITM 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: 5,286 shares; 2024Q4: 34,654 shares; 2025Q1: 4,665 shares; 2025Q2: 79,696 shares; 2025Q3: 78,070 shares; 2025Q4: 80,754 shares; 2026Q1: 91,345 shares 91,345 $4.24M 0.14% +10,591 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: 38,717 shares; 2024Q4: 31,118 shares; 2025Q1: 27,768 shares; 2025Q2: 27,792 shares; 2025Q3: 16,968 shares; 2025Q4: 31,394 shares; 2026Q1: 51,195 shares 51,195 $4.2M 0.13% +19,801 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 113,751 shares; 2026Q1: 134,762 shares 134,762 $4.18M 0.13% +21,011 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,212 shares; 2024Q4: 32,254 shares; 2025Q1: 32,541 shares; 2025Q2: 32,860 shares; 2025Q3: 35,561 shares; 2025Q4: 35,582 shares; 2026Q1: 31,913 shares 31,913 $4.18M 0.13% -3,669 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,446 shares; 2025Q3: 99,039 shares; 2025Q4: 104,291 shares; 2026Q1: 105,901 shares 105,901 $4.16M 0.13% +1,610 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: 238,436 shares; 2024Q4: 237,159 shares; 2025Q1: 150,280 shares; 2025Q2: 160,138 shares; 2025Q3: 150,902 shares; 2025Q4: 151,033 shares; 2026Q1: 143,365 shares 143,365 $4.16M 0.13% -7,668 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,304 shares; 2024Q4: 97,104 shares; 2025Q1: 100,663 shares; 2025Q2: 95,282 shares; 2025Q3: 85,668 shares; 2025Q4: 74,372 shares; 2026Q1: 71,842 shares 71,842 $4.15M 0.13% -2,530 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: 44,494 shares; 2024Q4: 63,411 shares; 2025Q1: 62,320 shares; 2025Q2: 75,404 shares; 2025Q3: 84,900 shares; 2025Q4: 88,947 shares; 2026Q1: 74,105 shares 74,105 $4.11M 0.13% -14,842 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: 121,065 shares; 2024Q4: 114,369 shares; 2025Q1: 111,136 shares; 2025Q2: 118,579 shares; 2025Q3: 133,983 shares; 2025Q4: 167,140 shares; 2026Q1: 141,370 shares 141,370 $4.06M 0.13% -25,770 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: 16,070 shares; 2024Q4: 23,869 shares; 2025Q1: 21,725 shares; 2025Q2: 23,186 shares; 2025Q3: 22,349 shares; 2025Q4: 20,264 shares; 2026Q1: 20,267 shares 20,267 $4.03M 0.13% +3 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: 15,407 shares; 2024Q4: 27,386 shares; 2025Q1: 23,228 shares; 2025Q2: 20,363 shares; 2025Q3: 20,281 shares; 2025Q4: 20,741 shares; 2026Q1: 20,785 shares 20,785 $3.99M 0.13% +44 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,349 shares; 2025Q2: 15,307 shares; 2025Q3: 12,141 shares; 2025Q4: 19,250 shares; 2026Q1: 18,540 shares 18,540 $3.92M 0.13% -710 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: 49,528 shares; 2024Q4: 36,558 shares; 2025Q1: 16,973 shares; 2025Q2: 4,399 shares; 2025Q3: 4,903 shares; 2025Q4: 26,144 shares; 2026Q1: 75,064 shares 75,064 $3.9M 0.12% +48,920 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: 158,471 shares; 2024Q4: 153,092 shares; 2025Q1: 76,047 shares; 2025Q2: 76,910 shares; 2025Q3: 82,720 shares; 2025Q4: 86,715 shares; 2026Q1: 87,833 shares 87,833 $3.88M 0.12% +1,118 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,740 shares; 2024Q4: 270,903 shares; 2025Q1: 98,700 shares; 2025Q2: 99,225 shares; 2025Q3: 97,475 shares; 2025Q4: 94,917 shares; 2026Q1: 93,640 shares 93,640 $3.84M 0.12% -1,277 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,723 shares; 2025Q2: 3,071 shares; 2025Q3: 3,478 shares; 2025Q4: 4,017 shares; 2026Q1: 3,918 shares 3,918 $3.77M 0.12% -99 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 41,682 shares; 2025Q1: 37,131 shares; 2025Q2: 36,196 shares; 2025Q3: 40,339 shares; 2025Q4: 41,259 shares; 2026Q1: 39,060 shares 39,060 $3.73M 0.12% -2,199 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: 40,377 shares; 2024Q4: 35,109 shares; 2025Q1: 34,276 shares; 2025Q2: 32,817 shares; 2025Q3: 31,625 shares; 2025Q4: 32,811 shares; 2026Q1: 22,426 shares 22,426 $3.71M 0.12% -10,385 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,104 shares; 2024Q4: 37,699 shares; 2025Q1: 39,500 shares; 2025Q2: 57,773 shares; 2025Q3: 57,773 shares; 2025Q4: 57,398 shares; 2026Q1: 57,396 shares 57,396 $3.62M 0.12% -2 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: 18,447 shares; 2024Q4: 19,260 shares; 2025Q1: 17,072 shares; 2025Q2: 14,113 shares; 2025Q3: 14,286 shares; 2025Q4: 38,594 shares; 2026Q1: 40,636 shares 40,636 $3.6M 0.12% +2,042 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: 38,669 shares; 2024Q4: 38,786 shares; 2025Q1: 47,171 shares; 2025Q2: 47,377 shares; 2025Q3: 43,704 shares; 2025Q4: 41,523 shares; 2026Q1: 41,973 shares 41,973 $3.58M 0.11% +450 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: 30,955 shares; 2024Q4: 30,891 shares; 2025Q1: 30,449 shares; 2025Q2: 19,912 shares; 2025Q3: 18,291 shares; 2025Q4: 18,902 shares; 2026Q1: 13,197 shares 13,197 $3.57M 0.11% -5,705 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: 12,323 shares; 2024Q4: 14,023 shares; 2025Q1: 14,064 shares; 2025Q2: 9,557 shares; 2025Q3: 8,278 shares; 2025Q4: 23,236 shares; 2026Q1: 22,010 shares 22,010 $3.56M 0.11% -1,226 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: 52,743 shares; 2024Q4: 54,032 shares; 2025Q1: 67,644 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 61,962 shares; 2026Q1: 69,421 shares 69,421 $3.54M 0.11% +7,459 Timeline VCR 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: 14,325 shares; 2024Q4: 14,484 shares; 2025Q1: 13,851 shares; 2025Q2: 10,648 shares; 2025Q3: 10,749 shares; 2025Q4: 10,268 shares; 2026Q1: 9,714 shares 9,714 $3.49M 0.11% -554 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: 23,992 shares; 2024Q4: 24,334 shares; 2025Q1: 16,223 shares; 2025Q2: 18,032 shares; 2025Q3: 28,727 shares; 2025Q4: 36,110 shares; 2026Q1: 42,068 shares 42,068 $3.48M 0.11% +5,958 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: 35,907 shares; 2024Q4: 35,860 shares; 2025Q1: 35,620 shares; 2025Q2: 41,918 shares; 2025Q3: 41,261 shares; 2025Q4: 40,792 shares; 2026Q1: 40,490 shares 40,490 $3.44M 0.11% -302 Timeline FDHY 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: 38,367 shares; 2024Q4: 23,649 shares; 2025Q1: 36,135 shares; 2025Q2: 71,255 shares; 2025Q3: 71,105 shares; 2025Q4: 71,105 shares; 2026Q1: 69,994 shares 69,994 $3.4M 0.11% -1,111 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: 14,089 shares; 2024Q4: 14,050 shares; 2025Q1: 12,900 shares; 2025Q2: 13,397 shares; 2025Q3: 13,039 shares; 2025Q4: 16,011 shares; 2026Q1: 14,691 shares 14,691 $3.38M 0.11% -1,320 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: 16,225 shares; 2024Q4: 42,392 shares; 2025Q1: 44,436 shares; 2025Q2: 24,613 shares; 2025Q3: 24,919 shares; 2025Q4: 112,515 shares; 2026Q1: 67,999 shares 67,999 $3.36M 0.11% -44,516 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: 16,440 shares; 2024Q4: 14,860 shares; 2025Q1: 12,022 shares; 2025Q2: 13,730 shares; 2025Q3: 13,683 shares; 2025Q4: 18,759 shares; 2026Q1: 17,253 shares 17,253 $3.35M 0.11% -1,506 Timeline NOBL 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: 16,454 shares; 2024Q4: 23,023 shares; 2025Q1: 28,396 shares; 2025Q2: 28,677 shares; 2025Q3: 26,315 shares; 2025Q4: 30,250 shares; 2026Q1: 30,408 shares 30,408 $3.22M 0.1% +158 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: 22,200 shares; 2024Q4: 23,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,008 shares 43,008 $3.12M 0.1% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 35,016 shares; 2025Q1: 42,458 shares; 2025Q2: 19,707 shares; 2025Q3: 29,182 shares; 2025Q4: 36,273 shares; 2026Q1: 29,585 shares 29,585 $2.96M 0.1% -6,688 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: 6,695 shares; 2024Q4: 5,110 shares; 2025Q1: 4,972 shares; 2025Q2: 8,561 shares; 2025Q3: 10,239 shares; 2025Q4: 8,418 shares; 2026Q1: 8,541 shares 8,541 $2.95M 0.09% +123 Timeline IYR ISHARES 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: 23,959 shares; 2025Q1: 23,190 shares; 2025Q2: 23,193 shares; 2025Q3: 23,193 shares; 2025Q4: 30,509 shares; 2026Q1: 30,091 shares 30,091 $2.85M 0.09% -418 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: 10,852 shares; 2024Q4: 18,436 shares; 2025Q1: 40,045 shares; 2025Q2: 18,927 shares; 2025Q3: 24,152 shares; 2025Q4: 24,737 shares; 2026Q1: 23,836 shares 23,836 $2.83M 0.09% -901 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 8,715 shares; 2025Q1: 8,095 shares; 2025Q2: 13,560 shares; 2025Q3: 13,490 shares; 2025Q4: 32,330 shares; 2026Q1: 78,355 shares 78,355 $2.79M 0.09% +46,025 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: 83,319 shares; 2024Q4: 79,079 shares; 2025Q1: 86,698 shares; 2025Q2: 82,690 shares; 2025Q3: 76,340 shares; 2025Q4: 79,327 shares; 2026Q1: 67,643 shares 67,643 $2.69M 0.09% -11,684 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,340 shares; 2024Q4: 51,875 shares; 2025Q1: 58,900 shares; 2025Q2: 79,675 shares; 2025Q3: 71,388 shares; 2025Q4: 59,555 shares; 2026Q1: 59,115 shares 59,115 $2.64M 0.08% -440 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 14,779 shares; 2025Q1: 13,818 shares; 2025Q2: 20,506 shares; 2025Q3: 26,347 shares; 2025Q4: 21,925 shares; 2026Q1: 26,130 shares 26,130 $2.63M 0.08% +4,205 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: 40,414 shares; 2024Q4: not reported; 2025Q1: 26,412 shares; 2025Q2: 6,276 shares; 2025Q3: 28,999 shares; 2025Q4: 35,744 shares; 2026Q1: 37,313 shares 37,313 $2.62M 0.08% +1,569 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: 6,915 shares; 2024Q4: 6,871 shares; 2025Q1: 6,904 shares; 2025Q2: 6,876 shares; 2025Q3: 6,712 shares; 2025Q4: 11,285 shares; 2026Q1: 14,288 shares 14,288 $2.6M 0.08% +3,003 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: 25,149 shares; 2024Q4: 21,547 shares; 2025Q1: 7,849 shares; 2025Q2: 7,652 shares; 2025Q3: 14,690 shares; 2025Q4: 21,409 shares; 2026Q1: 23,105 shares 23,105 $2.5M 0.08% +1,696 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 19,217 shares; 2025Q1: 7,812 shares; 2025Q2: 7,687 shares; 2025Q3: 7,726 shares; 2025Q4: 12,058 shares; 2026Q1: 16,879 shares 16,879 $2.46M 0.08% +4,821 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: 7,392 shares; 2024Q4: 37,916 shares; 2025Q1: 21,950 shares; 2025Q2: 46,224 shares; 2025Q3: 61,347 shares; 2025Q4: 63,988 shares; 2026Q1: 83,473 shares 83,473 $2.43M 0.08% +19,485 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,126 shares; 2025Q1: 24,110 shares; 2025Q2: 24,924 shares; 2025Q3: 20,436 shares; 2025Q4: 19,482 shares; 2026Q1: 21,749 shares 21,749 $2.4M 0.08% +2,267 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 6,019 shares; 2025Q1: 5,095 shares; 2025Q2: 5,104 shares; 2025Q3: 5,112 shares; 2025Q4: 17,900 shares; 2026Q1: 17,644 shares 17,644 $2.39M 0.08% -256 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,345 shares; 2025Q4: 38,927 shares; 2026Q1: 43,657 shares 43,657 $2.28M 0.07% +4,730 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,554 shares; 2024Q4: 247,323 shares; 2025Q1: 143,997 shares; 2025Q2: 100,663 shares; 2025Q3: 128,770 shares; 2025Q4: 131,499 shares; 2026Q1: 67,088 shares 67,088 $2.24M 0.07% -64,411 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,985 shares; 2025Q1: 106,400 shares; 2025Q2: 104,680 shares; 2025Q3: 195,605 shares; 2025Q4: 180,665 shares; 2026Q1: 219,645 shares 219,645 $2.19M 0.07% +38,980 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: 34,444 shares; 2024Q4: 43,287 shares; 2025Q1: 27,672 shares; 2025Q2: 28,464 shares; 2025Q3: 23,338 shares; 2025Q4: 51,782 shares; 2026Q1: 47,315 shares 47,315 $2.17M 0.07% -4,467 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,241 shares; 2024Q4: 20,502 shares; 2025Q1: 6,382 shares; 2025Q2: 7,201 shares; 2025Q3: 8,187 shares; 2025Q4: 10,603 shares; 2026Q1: 10,195 shares 10,195 $2.12M 0.07% -408 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,731 shares; 2025Q1: 6,301 shares; 2025Q2: 6,593 shares; 2025Q3: 9,441 shares; 2025Q4: 8,490 shares; 2026Q1: 8,496 shares 8,496 $2.07M 0.07% +6 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,185 shares; 2025Q3: 13,440 shares; 2025Q4: 40,240 shares; 2026Q1: 43,845 shares 43,845 $2.06M 0.07% +3,605 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,113 shares; 2024Q4: 67,368 shares; 2025Q1: 70,383 shares; 2025Q2: 74,934 shares; 2025Q3: 80,317 shares; 2025Q4: 76,571 shares; 2026Q1: 61,270 shares 61,270 $2.05M 0.07% -15,301 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,509 shares; 2024Q4: 69,547 shares; 2025Q1: 46,842 shares; 2025Q2: 52,215 shares; 2025Q3: 57,291 shares; 2025Q4: 70,640 shares; 2026Q1: 34,027 shares 34,027 $2.05M 0.07% -36,613 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,692 shares; 2024Q4: 48,462 shares; 2025Q1: 42,033 shares; 2025Q2: 34,140 shares; 2025Q3: 29,791 shares; 2025Q4: 32,282 shares; 2026Q1: 28,014 shares 28,014 $2.04M 0.07% -4,268 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 673 shares; 2025Q4: 4,063 shares; 2026Q1: 4,196 shares 4,196 $2.01M 0.06% +133 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,643 shares; 2025Q1: 8,482 shares; 2025Q2: 8,482 shares; 2025Q3: 8,361 shares; 2025Q4: 9,803 shares; 2026Q1: 11,647 shares 11,647 $1.97M 0.06% +1,844 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,701 shares; 2024Q4: 42,145 shares; 2025Q1: 37,879 shares; 2025Q2: 35,648 shares; 2025Q3: 35,264 shares; 2025Q4: 45,764 shares; 2026Q1: 29,833 shares 29,833 $1.97M 0.06% -15,931 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242,727 shares; 2025Q1: 227,437 shares; 2025Q2: 40,548 shares; 2025Q3: 46,044 shares; 2025Q4: 43,705 shares; 2026Q1: 38,190 shares 38,190 $1.93M 0.06% -5,515 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,296 shares; 2024Q4: 21,474 shares; 2025Q1: 24,800 shares; 2025Q2: 23,143 shares; 2025Q3: 26,260 shares; 2025Q4: 26,880 shares; 2026Q1: 27,265 shares 27,265 $1.93M 0.06% +385 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: 68,202 shares; 2024Q4: 61,068 shares; 2025Q1: 28,959 shares; 2025Q2: 53,477 shares; 2025Q3: 74,765 shares; 2025Q4: 62,459 shares; 2026Q1: 38,439 shares 38,439 $1.86M 0.06% -24,020 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: 14,298 shares; 2024Q4: 13,300 shares; 2025Q1: 11,986 shares; 2025Q2: 10,418 shares; 2025Q3: 13,371 shares; 2025Q4: 14,526 shares; 2026Q1: 13,284 shares 13,284 $1.85M 0.06% -1,242 Timeline CALI 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: 17,000 shares; 2025Q3: 34,342 shares; 2025Q4: 43,085 shares; 2026Q1: 35,194 shares 35,194 $1.77M 0.06% -7,891 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 10,832 shares; 2025Q1: 22,538 shares; 2025Q2: 28,111 shares; 2025Q3: 29,412 shares; 2025Q4: 30,231 shares; 2026Q1: 33,412 shares 33,412 $1.76M 0.06% +3,181 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: 17,071 shares; 2024Q4: 20,424 shares; 2025Q1: 20,437 shares; 2025Q2: 19,655 shares; 2025Q3: 15,398 shares; 2025Q4: 11,329 shares; 2026Q1: 19,314 shares 19,314 $1.75M 0.06% +7,985 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: 10,943 shares; 2024Q4: 16,124 shares; 2025Q1: 16,546 shares; 2025Q2: 12,021 shares; 2025Q3: 14,971 shares; 2025Q4: 14,470 shares; 2026Q1: 15,295 shares 15,295 $1.73M 0.06% +825 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,542 shares; 2024Q4: 30,147 shares; 2025Q1: 19,497 shares; 2025Q2: 24,555 shares; 2025Q3: 24,948 shares; 2025Q4: 23,531 shares; 2026Q1: 32,337 shares 32,337 $1.66M 0.05% +8,806 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,705 shares; 2024Q4: 52,952 shares; 2025Q1: 48,536 shares; 2025Q2: 48,347 shares; 2025Q3: 49,827 shares; 2025Q4: 40,849 shares; 2026Q1: 30,330 shares 30,330 $1.64M 0.05% -10,519 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,981 shares; 2025Q1: 54,519 shares; 2025Q2: 31,585 shares; 2025Q3: 62,381 shares; 2025Q4: 31,113 shares; 2026Q1: 46,459 shares 46,459 $1.64M 0.05% +15,346 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: 1,858 shares; 2024Q4: 4,915 shares; 2025Q1: 3,484 shares; 2025Q2: 4,010 shares; 2025Q3: 3,980 shares; 2025Q4: 4,016 shares; 2026Q1: 2,859 shares 2,859 $1.57M 0.05% -1,157 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: 23,206 shares; 2024Q4: 15,775 shares; 2025Q1: 11,916 shares; 2025Q2: 11,667 shares; 2025Q3: 13,762 shares; 2025Q4: 15,132 shares; 2026Q1: 17,579 shares 17,579 $1.52M 0.05% +2,447 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: 2,000 shares; 2024Q4: 6,310 shares; 2025Q1: 8,145 shares; 2025Q2: 8,160 shares; 2025Q3: 9,216 shares; 2025Q4: 11,202 shares; 2026Q1: 12,155 shares 12,155 $1.52M 0.05% +953 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,859 shares; 2025Q1: 3,001 shares; 2025Q2: 3,040 shares; 2025Q3: 2,512 shares; 2025Q4: 2,440 shares; 2026Q1: 2,166 shares 2,166 $1.48M 0.05% -274 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 972 shares; 2025Q4: 916 shares; 2026Q1: 994 shares 994 $1.46M 0.05% +78 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: 2,907 shares; 2024Q4: 3,105 shares; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 4,942 shares; 2025Q4: 5,094 shares; 2026Q1: 8,901 shares 8,901 $1.46M 0.05% +3,807 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 7,083 shares; 2025Q1: 5,208 shares; 2025Q2: 4,929 shares; 2025Q3: 7,931 shares; 2025Q4: 9,557 shares; 2026Q1: 9,315 shares 9,315 $1.42M 0.05% -242 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,601 shares; 2025Q1: 664 shares; 2025Q2: 1,248 shares; 2025Q3: 1,879 shares; 2025Q4: 1,779 shares; 2026Q1: 1,916 shares 1,916 $1.41M 0.05% +137 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,331 shares; 2024Q4: 26,379 shares; 2025Q1: 27,272 shares; 2025Q2: 27,765 shares; 2025Q3: 46,855 shares; 2025Q4: 49,208 shares; 2026Q1: 30,122 shares 30,122 $1.41M 0.05% -19,086 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: 13,316 shares; 2024Q4: 11,532 shares; 2025Q1: 10,121 shares; 2025Q2: 11,094 shares; 2025Q3: 10,303 shares; 2025Q4: 9,025 shares; 2026Q1: 7,490 shares 7,490 $1.4M 0.04% -1,535 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,536 shares; 2024Q4: 25,607 shares; 2025Q1: 20,930 shares; 2025Q2: 21,241 shares; 2025Q3: 20,269 shares; 2025Q4: 33,973 shares; 2026Q1: 34,610 shares 34,610 $1.39M 0.04% +637 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,235 shares; 2025Q1: 1,102 shares; 2025Q2: 1,063 shares; 2025Q3: 1,258 shares; 2025Q4: 2,533 shares; 2026Q1: 4,679 shares 4,679 $1.36M 0.04% +2,146 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,435 shares; 2025Q1: 37,635 shares; 2025Q2: 19,524 shares; 2025Q3: 14,805 shares; 2025Q4: 10,853 shares; 2026Q1: 10,994 shares 10,994 $1.35M 0.04% +141 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,632 shares; 2025Q1: 13,136 shares; 2025Q2: 14,309 shares; 2025Q3: 11,417 shares; 2025Q4: 11,085 shares; 2026Q1: 48,577 shares 48,577 $1.34M 0.04% +37,492 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 6,995 shares; 2025Q1: 9,053 shares; 2025Q2: 8,843 shares; 2025Q3: 9,090 shares; 2025Q4: 14,780 shares; 2026Q1: 13,640 shares 13,640 $1.33M 0.04% -1,140 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 20,484 shares; 2025Q1: 207,855 shares; 2025Q2: 24,299 shares; 2025Q3: 13,005 shares; 2025Q4: 14,105 shares; 2026Q1: 13,726 shares 13,726 $1.31M 0.04% -379 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 12,370 shares; 2025Q1: 6,230 shares; 2025Q2: 7,370 shares; 2025Q3: 13,794 shares; 2025Q4: 12,656 shares; 2026Q1: 7,867 shares 7,867 $1.26M 0.04% -4,789 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: 16,197 shares; 2024Q4: 13,120 shares; 2025Q1: 15,388 shares; 2025Q2: 18,890 shares; 2025Q3: 13,360 shares; 2025Q4: 12,388 shares; 2026Q1: 10,444 shares 10,444 $1.24M 0.04% -1,944 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: 4,143 shares; 2024Q4: 2,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 9,462 shares; 2026Q1: 9,367 shares 9,367 $1.24M 0.04% -95 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,681 shares; 2024Q4: 203,351 shares; 2025Q1: 243,833 shares; 2025Q2: 220,654 shares; 2025Q3: 185,092 shares; 2025Q4: 180,084 shares; 2026Q1: 70,083 shares 70,083 $1.21M 0.04% -110,001 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,443 shares; 2024Q4: 44,810 shares; 2025Q1: 30,064 shares; 2025Q2: 30,830 shares; 2025Q3: 35,928 shares; 2025Q4: 33,626 shares; 2026Q1: 24,968 shares 24,968 $1.17M 0.04% -8,658 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,202 shares; 2025Q2: 45,289 shares; 2025Q3: 56,641 shares; 2025Q4: 66,488 shares; 2026Q1: 38,969 shares 38,969 $1.17M 0.04% -27,519 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: 87,591 shares; 2024Q4: 35,151 shares; 2025Q1: 47,880 shares; 2025Q2: 115,359 shares; 2025Q3: 18,227 shares; 2025Q4: 33,146 shares; 2026Q1: 45,504 shares 45,504 $1.17M 0.04% +12,358 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,157 shares; 2026Q1: 23,537 shares 23,537 $1.16M 0.04% +14,380 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 12,885 shares; 2025Q1: 17,237 shares; 2025Q2: 28,910 shares; 2025Q3: 27,738 shares; 2025Q4: 23,654 shares; 2026Q1: 16,572 shares 16,572 $1.15M 0.04% -7,082 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,136 shares; 2024Q4: 92,267 shares; 2025Q1: 59,067 shares; 2025Q2: 75,147 shares; 2025Q3: 69,970 shares; 2025Q4: 44,255 shares; 2026Q1: 34,058 shares 34,058 $1.14M 0.04% -10,197 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 12,158 shares; 2025Q1: 10,310 shares; 2025Q2: 8,782 shares; 2025Q3: 7,933 shares; 2025Q4: 6,808 shares; 2026Q1: 9,322 shares 9,322 $1.13M 0.04% +2,514 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: 24,300 shares; 2024Q4: 15,948 shares; 2025Q1: 23,039 shares; 2025Q2: 24,461 shares; 2025Q3: 19,701 shares; 2025Q4: 25,537 shares; 2026Q1: 18,813 shares 18,813 $1.11M 0.04% -6,724 Timeline VOX 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: 5,082 shares; 2024Q4: 4,912 shares; 2025Q1: 9,262 shares; 2025Q2: 7,044 shares; 2025Q3: 7,018 shares; 2025Q4: 7,641 shares; 2026Q1: 6,051 shares 6,051 $1.09M 0.03% -1,590 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 6,309 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares; 2026Q1: 29,551 shares 29,551 $1.08M 0.03% +23,883 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,001 shares; 2024Q4: 10,444 shares; 2025Q1: 10,012 shares; 2025Q2: 26,213 shares; 2025Q3: 23,191 shares; 2025Q4: 22,966 shares; 2026Q1: 47,391 shares 47,391 $1.07M 0.03% +24,425 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: 9,254 shares; 2025Q1: 19,253 shares; 2025Q2: 19,758 shares; 2025Q3: 19,692 shares; 2025Q4: 21,611 shares; 2026Q1: 22,020 shares 22,020 $1.05M 0.03% +409 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 19,669 shares; 2025Q1: 10,928 shares; 2025Q2: 10,864 shares; 2025Q3: 10,861 shares; 2025Q4: 11,981 shares; 2026Q1: 11,815 shares 11,815 $1.04M 0.03% -166 Timeline QID 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: 22,524 shares; 2024Q4: 27,151 shares; 2025Q1: 27,165 shares; 2025Q2: 44,362 shares; 2025Q3: 53,347 shares; 2025Q4: 65,068 shares; 2026Q1: 45,746 shares 45,746 $1.04M 0.03% -19,322 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: 20,263 shares; 2024Q4: 20,439 shares; 2025Q1: 18,783 shares; 2025Q2: 18,859 shares; 2025Q3: 18,558 shares; 2025Q4: 17,133 shares; 2026Q1: 11,412 shares 11,412 $1.02M 0.03% -5,721 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,771 shares; 2026Q1: 20,054 shares 20,054 $1.01M 0.03% -717 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: 60,165 shares; 2024Q4: 65,037 shares; 2025Q1: 52,627 shares; 2025Q2: 56,760 shares; 2025Q3: 57,636 shares; 2025Q4: 53,779 shares; 2026Q1: 30,194 shares 30,194 $995K 0.03% -23,585 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: 9,687 shares; 2024Q4: 4,713 shares; 2025Q1: 8,698 shares; 2025Q2: 9,114 shares; 2025Q3: 9,044 shares; 2025Q4: 9,885 shares; 2026Q1: 9,571 shares 9,571 $994K 0.03% -314 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,421 shares; 2024Q4: 70,151 shares; 2025Q1: 71,189 shares; 2025Q2: 63,138 shares; 2025Q3: 59,452 shares; 2025Q4: 40,999 shares; 2026Q1: 43,547 shares 43,547 $990K 0.03% +2,548 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 10,025 shares; 2026Q1: 12,731 shares 12,731 $986K 0.03% +2,706 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 2,850 shares; 2025Q2: 4,112 shares; 2025Q3: 2,933 shares; 2025Q4: 3,988 shares; 2026Q1: 4,046 shares 4,046 $971K 0.03% +58 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 7,344 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 4,671 shares; 2025Q4: 3,940 shares; 2026Q1: 3,195 shares 3,195 $947K 0.03% -745 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,753 shares; 2025Q1: 7,753 shares; 2025Q2: 7,871 shares; 2025Q3: 7,871 shares; 2025Q4: 11,005 shares; 2026Q1: 17,520 shares 17,520 $924K 0.03% +6,515 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: 7,464 shares; 2024Q4: 55,802 shares; 2025Q1: 7,467 shares; 2025Q2: 18,639 shares; 2025Q3: 18,113 shares; 2025Q4: 20,606 shares; 2026Q1: 19,110 shares 19,110 $905K 0.03% -1,496 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 1,837 shares; 2025Q1: 4,440 shares; 2025Q2: 5,990 shares; 2025Q3: 5,034 shares; 2025Q4: 6,772 shares; 2026Q1: 5,153 shares 5,153 $900K 0.03% -1,619 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,969 shares; 2025Q1: 3,826 shares; 2025Q2: 3,812 shares; 2025Q3: 5,983 shares; 2025Q4: 5,469 shares; 2026Q1: 5,103 shares 5,103 $883K 0.03% -366 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,936 shares; 2024Q4: 57,507 shares; 2025Q1: 57,607 shares; 2025Q2: 57,062 shares; 2025Q3: 57,062 shares; 2025Q4: 57,096 shares; 2026Q1: 56,596 shares 56,596 $852K 0.03% -500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,236 shares; 2024Q4: 12,262 shares; 2025Q1: 7,620 shares; 2025Q2: 2,273 shares; 2025Q3: 8,312 shares; 2025Q4: 14,474 shares; 2026Q1: 8,624 shares 8,624 $848K 0.03% -5,850 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 5,694 shares; 2025Q1: 10,643 shares; 2025Q2: 9,541 shares; 2025Q3: 11,514 shares; 2025Q4: 8,364 shares; 2026Q1: 2,101 shares 2,101 $836K 0.03% -6,263 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: 5,100 shares; 2024Q4: 4,731 shares; 2025Q1: 3,846 shares; 2025Q2: 3,101 shares; 2025Q3: 3,085 shares; 2025Q4: 3,075 shares; 2026Q1: 5,917 shares 5,917 $835K 0.03% +2,842 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,693 shares; 2025Q2: 8,693 shares; 2025Q3: 15,956 shares; 2025Q4: 30,855 shares; 2026Q1: 29,454 shares 29,454 $820K 0.03% -1,401 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,684 shares; 2025Q1: 1,991 shares; 2025Q2: 2,727 shares; 2025Q3: 2,326 shares; 2025Q4: 2,944 shares; 2026Q1: 3,019 shares 3,019 $818K 0.03% +75 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 6,235 shares; 2025Q1: 8,356 shares; 2025Q2: 2,766 shares; 2025Q3: 4,611 shares; 2025Q4: 4,680 shares; 2026Q1: 7,019 shares 7,019 $813K 0.03% +2,339 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: 2,220 shares; 2024Q4: 2,508 shares; 2025Q1: 3,003 shares; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 544 shares; 2026Q1: 588 shares 588 $811K 0.03% +44 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 808 shares; 2025Q1: 2,909 shares; 2025Q2: 2,459 shares; 2025Q3: 2,604 shares; 2025Q4: 2,445 shares; 2026Q1: 2,529 shares 2,529 $790K 0.03% +84 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: 15,977 shares; 2024Q4: 13,941 shares; 2025Q1: 14,975 shares; 2025Q2: 17,990 shares; 2025Q3: 16,440 shares; 2025Q4: 14,939 shares; 2026Q1: 13,131 shares 13,131 $778K 0.02% -1,808 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,955 shares 15,955 $772K 0.02% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 2,301 shares; 2025Q3: 3,678 shares; 2025Q4: 3,494 shares; 2026Q1: 3,405 shares 3,405 $767K 0.02% -89 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,313 shares; 2025Q1: 6,009 shares; 2025Q2: 5,434 shares; 2025Q3: 5,627 shares; 2025Q4: 5,381 shares; 2026Q1: 3,856 shares 3,856 $764K 0.02% -1,525 Timeline FLRN 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: 23,839 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,295 shares; 2026Q1: 24,809 shares 24,809 $764K 0.02% +10,514 Timeline PWB 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: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: not reported; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 6,053 shares; 2026Q1: 6,053 shares 6,053 $762K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,746 shares; 2025Q3: 5,396 shares; 2025Q4: 3,091 shares; 2026Q1: 3,723 shares 3,723 $761K 0.02% +632 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,272 shares; 2024Q4: 15,272 shares; 2025Q1: 15,272 shares; 2025Q2: 15,272 shares; 2025Q3: 15,272 shares; 2025Q4: 15,272 shares; 2026Q1: 15,272 shares 15,272 $754K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,130 shares; 2024Q4: 251,410 shares; 2025Q1: 750 shares; 2025Q2: 1,488 shares; 2025Q3: 1,726 shares; 2025Q4: 3,368 shares; 2026Q1: 7,099 shares 7,099 $742K 0.02% +3,731 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,923 shares; 2024Q4: 18,006 shares; 2025Q1: 14,882 shares; 2025Q2: 14,687 shares; 2025Q3: 12,935 shares; 2025Q4: 7,991 shares; 2026Q1: 7,505 shares 7,505 $729K 0.02% -486 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 7,373 shares; 2025Q1: 4,560 shares; 2025Q2: 4,115 shares; 2025Q3: 4,339 shares; 2025Q4: 3,075 shares; 2026Q1: 3,197 shares 3,197 $718K 0.02% +122 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 9,570 shares; 2025Q1: 37,544 shares; 2025Q2: 38,357 shares; 2025Q3: 35,360 shares; 2025Q4: 27,070 shares; 2026Q1: 28,708 shares 28,708 $712K 0.02% +1,638 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,493 shares; 2025Q1: 3,189 shares; 2025Q2: 4,670 shares; 2025Q3: 4,612 shares; 2025Q4: 4,809 shares; 2026Q1: 2,312 shares 2,312 $703K 0.02% -2,497 Timeline TIPX 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: 48,780 shares; 2024Q4: 47,430 shares; 2025Q1: 44,121 shares; 2025Q2: 43,970 shares; 2025Q3: 33,739 shares; 2025Q4: 34,846 shares; 2026Q1: 36,491 shares 36,491 $700K 0.02% +1,645 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,458 shares; 2025Q1: 2,283 shares; 2025Q2: 7,953 shares; 2025Q3: 10,727 shares; 2025Q4: 6,954 shares; 2026Q1: 10,215 shares 10,215 $685K 0.02% +3,261 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,820 shares; 2024Q4: 28,852 shares; 2025Q1: 28,486 shares; 2025Q2: 26,296 shares; 2025Q3: 23,720 shares; 2025Q4: 22,639 shares; 2026Q1: 20,794 shares 20,794 $674K 0.02% -1,845 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 9,916 shares; 2025Q1: 10,309 shares; 2025Q2: 11,550 shares; 2025Q3: 12,258 shares; 2025Q4: 13,022 shares; 2026Q1: 14,074 shares 14,074 $669K 0.02% +1,052 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,068 shares; 2025Q2: 6,068 shares; 2025Q3: 6,068 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares 6,068 $668K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,026 shares 7,026 $662K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,613 shares; 2026Q1: 24,735 shares 24,735 $632K 0.02% +11,122 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,483 shares; 2025Q1: 9,794 shares; 2025Q2: 10,162 shares; 2025Q3: 9,981 shares; 2025Q4: 11,466 shares; 2026Q1: 11,785 shares 11,785 $627K 0.02% +319 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 28,934 shares; 2025Q1: not reported; 2025Q2: 42,227 shares; 2025Q3: 19,758 shares; 2025Q4: 2,318 shares; 2026Q1: 6,396 shares 6,396 $612K 0.02% +4,078 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,651 shares; 2024Q4: 9,325 shares; 2025Q1: 9,325 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 9,325 shares 9,325 $601K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 1,378 shares; 2025Q4: 2,213 shares; 2026Q1: 1,523 shares 1,523 $600K 0.02% -690 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,044 shares; 2026Q1: 8,649 shares 8,649 $598K 0.02% +605 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,038 shares; 2025Q1: 12,618 shares; 2025Q2: 12,882 shares; 2025Q3: 12,921 shares; 2025Q4: 15,118 shares; 2026Q1: 14,831 shares 14,831 $595K 0.02% -287 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,039 shares; 2025Q1: 10,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,460 shares; 2026Q1: 13,316 shares 13,316 $594K 0.02% -1,144 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,843 shares; 2024Q4: 66,322 shares; 2025Q1: 60,199 shares; 2025Q2: 56,641 shares; 2025Q3: 66,269 shares; 2025Q4: 62,910 shares; 2026Q1: 59,108 shares 59,108 $592K 0.02% -3,802 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,086 shares 18,086 $587K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 12,906 shares; 2025Q1: 11,502 shares; 2025Q2: 10,208 shares; 2025Q3: 18,179 shares; 2025Q4: 15,238 shares; 2026Q1: 10,151 shares 10,151 $574K 0.02% -5,087 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 39,673 shares; 2026Q1: 22,815 shares 22,815 $574K 0.02% -16,858 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,925 shares; 2025Q1: 16,113 shares; 2025Q2: 78,139 shares; 2025Q3: 10,820 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares 10,450 $571K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,991 shares 3,991 $567K 0.02% new Timeline BUFQ 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: 21,058 shares; 2024Q4: 22,646 shares; 2025Q1: 22,646 shares; 2025Q2: 22,646 shares; 2025Q3: 17,708 shares; 2025Q4: 15,992 shares; 2026Q1: 15,992 shares 15,992 $565K 0.02% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,084 shares; 2025Q4: 14,084 shares; 2026Q1: 14,084 shares 14,084 $547K 0.02% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,846 shares; 2025Q4: 18,846 shares; 2026Q1: 18,846 shares 18,846 $543K 0.02% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares; 2025Q4: 7,446 shares; 2026Q1: 8,645 shares 8,645 $542K 0.02% +1,199 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,915 shares; 2025Q4: 20,915 shares; 2026Q1: 20,915 shares 20,915 $531K 0.02% 0 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: 826 shares 826 $525K 0.02% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,585 shares 14,585 $524K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,170 shares; 2025Q1: 1,842 shares; 2025Q2: 1,751 shares; 2025Q3: 2,386 shares; 2025Q4: 2,292 shares; 2026Q1: 1,850 shares 1,850 $514K 0.02% -442 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,134 shares; 2025Q3: 7,134 shares; 2025Q4: 7,134 shares; 2026Q1: 7,134 shares 7,134 $485K 0.02% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,164 shares; 2025Q1: 12,013 shares; 2025Q2: 10,687 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares; 2026Q1: 10,752 shares 10,752 $484K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,079 shares; 2026Q1: 6,362 shares 6,362 $473K 0.02% +3,283 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,561 shares; 2025Q1: 7,709 shares; 2025Q2: 8,190 shares; 2025Q3: 8,222 shares; 2025Q4: 8,300 shares; 2026Q1: 10,454 shares 10,454 $473K 0.02% +2,154 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,282 shares; 2024Q4: 10,898 shares; 2025Q1: 8,367 shares; 2025Q2: 8,355 shares; 2025Q3: 7,488 shares; 2025Q4: 6,543 shares; 2026Q1: 4,980 shares 4,980 $471K 0.02% -1,563 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,521 shares; 2024Q4: 14,269 shares; 2025Q1: 10,203 shares; 2025Q2: 6,956 shares; 2025Q3: 6,419 shares; 2025Q4: 9,752 shares; 2026Q1: 9,714 shares 9,714 $467K 0.01% -38 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,716 shares; 2025Q4: 10,298 shares; 2026Q1: 16,841 shares 16,841 $460K 0.01% +6,543 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 9,176 shares; 2025Q1: 18,827 shares; 2025Q2: 19,779 shares; 2025Q3: 18,226 shares; 2025Q4: 6,940 shares; 2026Q1: 5,852 shares 5,852 $451K 0.01% -1,088 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: 5,800 shares; 2024Q4: 5,777 shares; 2025Q1: 4,473 shares; 2025Q2: 4,071 shares; 2025Q3: 4,228 shares; 2025Q4: 4,215 shares; 2026Q1: 4,217 shares 4,217 $451K 0.01% +2 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,199 shares 2,199 $443K 0.01% +163 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,773 shares; 2024Q4: 352,773 shares; 2025Q1: 352,773 shares; 2025Q2: 352,773 shares; 2025Q3: 352,773 shares; 2025Q4: 352,773 shares; 2026Q1: 352,773 shares 352,773 $441K 0.01% 0 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 18,825 shares; 2026Q1: 18,812 shares 18,812 $432K 0.01% -13 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 6,548 shares; 2025Q2: 5,437 shares; 2025Q3: 5,823 shares; 2025Q4: 5,276 shares; 2026Q1: 3,577 shares 3,577 $432K 0.01% -1,699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,139 shares 14,139 $431K 0.01% new Timeline OIH 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: 1,077 shares; 2026Q1: 1,055 shares 1,055 $426K 0.01% -22 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,387 shares; 2024Q4: 19,700 shares; 2025Q1: 19,528 shares; 2025Q2: 17,123 shares; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 16,575 shares 16,575 $422K 0.01% +8,125 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,650 shares; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 8,164 shares; 2026Q1: 8,379 shares 8,379 $419K 0.01% +215 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,228 shares; 2025Q4: 12,228 shares; 2026Q1: 12,228 shares 12,228 $415K 0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 9,739 shares; 2026Q1: 10,510 shares 10,510 $405K 0.01% +771 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 3,153 shares 3,153 $399K 0.01% +1,296 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,887 shares; 2025Q3: 19,928 shares; 2025Q4: 21,043 shares; 2026Q1: 6,060 shares 6,060 $399K 0.01% -14,983 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,744 shares; 2025Q4: not reported; 2026Q1: 19,992 shares 19,992 $397K 0.01% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,245 shares; 2024Q4: 47,245 shares; 2025Q1: 47,245 shares; 2025Q2: 45,745 shares; 2025Q3: 45,745 shares; 2025Q4: 45,745 shares; 2026Q1: 44,323 shares 44,323 $394K 0.01% -1,422 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,211 shares; 2025Q4: 8,277 shares; 2026Q1: 5,200 shares 5,200 $384K 0.01% -3,077 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,497 shares 10,497 $381K 0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,699 shares 15,699 $376K 0.01% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,245 shares; 2026Q1: 14,245 shares 14,245 $374K 0.01% 0 Timeline FDRR 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: 6,391 shares; 2024Q4: 6,391 shares; 2025Q1: 6,391 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares; 2026Q1: 6,336 shares 6,336 $373K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,917 shares; 2026Q1: 8,758 shares 8,758 $368K 0.01% +1,841 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 3,516 shares; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,932 shares 1,932 $365K 0.01% +145 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly 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: 7,185 shares 7,185 $350K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 13,008 shares; 2025Q1: 11,927 shares; 2025Q2: 12,017 shares; 2025Q3: 11,704 shares; 2025Q4: 11,507 shares; 2026Q1: 11,508 shares 11,508 $330K 0.01% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,833 shares; 2024Q4: 180,891 shares; 2025Q1: 46,185 shares; 2025Q2: 51,862 shares; 2025Q3: not reported; 2025Q4: 26,303 shares; 2026Q1: 6,535 shares 6,535 $326K 0.01% -19,768 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,845 shares; 2025Q4: 13,798 shares; 2026Q1: 13,920 shares 13,920 $325K 0.01% +122 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,476 shares; 2025Q4: 6,476 shares; 2026Q1: 6,476 shares 6,476 $322K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 12,651 shares; 2025Q1: 13,133 shares; 2025Q2: 13,669 shares; 2025Q3: 15,045 shares; 2025Q4: 15,457 shares; 2026Q1: 14,702 shares 14,702 $312K 0.01% -755 Timeline JMOM 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: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares 4,577 $311K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 6,043 shares; 2025Q1: 4,323 shares; 2025Q2: 3,955 shares; 2025Q3: 3,585 shares; 2025Q4: 4,454 shares; 2026Q1: 5,011 shares 5,011 $302K 0.01% +557 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,215 shares; 2024Q4: 16,802 shares; 2025Q1: 15,730 shares; 2025Q2: 15,977 shares; 2025Q3: 17,816 shares; 2025Q4: 21,399 shares; 2026Q1: 22,707 shares 22,707 $291K 0.01% +1,308 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: 11,725 shares; 2024Q4: 9,735 shares; 2025Q1: 11,869 shares; 2025Q2: 9,182 shares; 2025Q3: 7,868 shares; 2025Q4: 5,723 shares; 2026Q1: 3,110 shares 3,110 $288K 0.01% -2,613 Timeline SCHK 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: 3,912 shares; 2024Q4: 7,454 shares; 2025Q1: 7,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,908 shares; 2026Q1: 9,011 shares 9,011 $282K 0.01% +103 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP 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: 213,334 shares; 2025Q3: 213,334 shares; 2025Q4: 213,334 shares; 2026Q1: 213,334 shares 213,334 $275K 0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,865 shares 2,865 $273K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 454 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 157 shares 157 $271K 0.01% +16 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares 9,500 $266K 0.01% new Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE 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: 6,323 shares; 2026Q1: 5,562 shares 5,562 $264K 0.01% -761 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,151 shares; 2024Q4: 10,151 shares; 2025Q1: 10,151 shares; 2025Q2: 10,151 shares; 2025Q3: 10,151 shares; 2025Q4: 10,438 shares; 2026Q1: 10,438 shares 10,438 $261K 0.01% 0 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly 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: 7,297 shares 7,297 $261K 0.01% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,456 shares; 2025Q2: 13,602 shares; 2025Q3: 13,610 shares; 2025Q4: 13,610 shares; 2026Q1: 13,726 shares 13,726 $258K 0.01% +116 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly 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: 2,504 shares 2,504 $257K 0.01% new Timeline BSMQ 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: 8,993 shares; 2025Q3: 9,259 shares; 2025Q4: 9,754 shares; 2026Q1: 10,566 shares 10,566 $250K 0.01% +812 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 196,901 shares; 2025Q4: 9,687 shares; 2026Q1: 8,895 shares 8,895 $239K 0.01% -792 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,512 shares; 2025Q2: 3,561 shares; 2025Q3: 3,490 shares; 2025Q4: 3,505 shares; 2026Q1: 3,490 shares 3,490 $238K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,103 shares 5,103 $237K 0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,540 shares 6,540 $234K 0.01% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly 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: 9,259 shares 9,259 $225K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,564 shares; 2025Q2: 6,713 shares; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,131 shares 1,131 $224K 0.01% -6 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares 3,769 $223K 0.01% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,613 shares; 2026Q1: 7,613 shares 7,613 $221K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,487 shares 4,487 $220K 0.01% new Timeline JPRE 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: 4,330 shares; 2026Q1: 4,437 shares 4,437 $213K 0.01% +107 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,738 shares; 2025Q1: 2,565 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 5,808 shares; 2026Q1: 2,428 shares 2,428 $210K 0.01% -3,380 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 3,216 shares; 2025Q3: not reported; 2025Q4: 3,216 shares; 2026Q1: 3,223 shares 3,223 $202K 0.01% +7 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,270 shares 7,270 $201K 0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 12,212 shares; 2025Q4: 19,400 shares; 2026Q1: 23,725 shares 23,725 $196K 0.01% +4,325 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 21,017 shares 21,017 $192K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 10,297 shares; 2025Q1: 10,297 shares; 2025Q2: 10,297 shares; 2025Q3: 10,297 shares; 2025Q4: 10,297 shares; 2026Q1: 10,180 shares 10,180 $174K 0.01% -117 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 35,370 shares; 2026Q1: 35,370 shares 35,370 $150K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,978 shares; 2024Q4: 33,220 shares; 2025Q1: 13,220 shares; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: 10,220 shares 10,220 $146K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,382 shares; 2025Q1: 12,382 shares; 2025Q2: 16,582 shares; 2025Q3: 16,582 shares; 2025Q4: 16,582 shares; 2026Q1: 35,182 shares 35,182 $139K <0.01% +18,600 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,884 shares; 2024Q4: 41,140 shares; 2025Q1: 40,315 shares; 2025Q2: 40,825 shares; 2025Q3: 30,800 shares; 2025Q4: 32,178 shares; 2026Q1: 37,516 shares 37,516 $115K <0.01% +5,338 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,558 shares; 2024Q4: 23,187 shares; 2025Q1: 17,479 shares; 2025Q2: 20,104 shares; 2025Q3: 19,141 shares; 2025Q4: 20,917 shares; 2026Q1: 20,917 shares 20,917 $108K <0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,705 shares; 2024Q4: 33,468 shares; 2025Q1: 30,838 shares; 2025Q2: 29,860 shares; 2025Q3: 28,860 shares; 2025Q4: 28,603 shares; 2026Q1: 28,603 shares 28,603 $37.8K <0.01% 0 Timeline