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: 835,471 shares; 2024Q4: 2,640,459 shares; 2025Q1: 2,927,350 shares; 2025Q2: 3,025,413 shares; 2025Q3: 3,057,211 shares; 2025Q4: 3,152,856 shares; 2026Q1: 2,995,109 shares 2,995,109 $91.9M 5.15% -157,747 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,465 shares; 2024Q4: 33,437 shares; 2025Q1: 33,812 shares; 2025Q2: 34,454 shares; 2025Q3: 35,875 shares; 2025Q4: 36,241 shares; 2026Q1: 189,350 shares 189,350 $82.7M 4.64% +153,109 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: 1,120,367 shares; 2024Q4: 1,137,984 shares; 2025Q1: 1,250,930 shares; 2025Q2: 1,266,953 shares; 2025Q3: 1,285,301 shares; 2025Q4: 1,331,163 shares; 2026Q1: 1,443,755 shares 1,443,755 $77.6M 4.35% +112,592 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: 499,965 shares; 2024Q4: 2,139,171 shares; 2025Q1: 2,207,231 shares; 2025Q2: 2,271,714 shares; 2025Q3: 2,267,841 shares; 2025Q4: 2,295,428 shares; 2026Q1: 2,597,718 shares 2,597,718 $75.7M 4.24% +302,290 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,275 shares; 2024Q4: 645,237 shares; 2025Q1: 704,041 shares; 2025Q2: 717,078 shares; 2025Q3: 724,408 shares; 2025Q4: 722,528 shares; 2026Q1: 723,205 shares 723,205 $70.4M 3.95% +677 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: 893,196 shares; 2024Q4: 2,725,374 shares; 2025Q1: 2,256,872 shares; 2025Q2: 2,308,056 shares; 2025Q3: 2,363,403 shares; 2025Q4: 2,337,749 shares; 2026Q1: 2,366,564 shares 2,366,564 $60.7M 3.4% +28,815 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857,317 shares; 2024Q4: 881,591 shares; 2025Q1: 970,373 shares; 2025Q2: 991,200 shares; 2025Q3: 1,011,741 shares; 2025Q4: 1,054,929 shares; 2026Q1: 1,127,689 shares 1,127,689 $56.2M 3.15% +72,760 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,152 shares; 2024Q4: 279,308 shares; 2025Q1: 809,673 shares; 2025Q2: 839,614 shares; 2025Q3: 845,445 shares; 2025Q4: 883,223 shares; 2026Q1: 875,258 shares 875,258 $41.2M 2.31% -7,965 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: 171,186 shares; 2024Q4: 168,693 shares; 2025Q1: 168,915 shares; 2025Q2: 164,925 shares; 2025Q3: 163,540 shares; 2025Q4: 160,667 shares; 2026Q1: 156,245 shares 156,245 $39.7M 2.22% -4,422 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 809,945 shares 809,945 $33M 1.85% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919,066 shares; 2024Q4: 931,277 shares; 2025Q1: 998,502 shares; 2025Q2: 1,012,151 shares; 2025Q3: 1,027,185 shares; 2025Q4: 1,062,583 shares; 2026Q1: 1,152,892 shares 1,152,892 $30.2M 1.69% +90,309 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583,476 shares; 2024Q4: 652,200 shares; 2025Q1: 788,276 shares; 2025Q2: 834,880 shares; 2025Q3: 845,583 shares; 2025Q4: 896,483 shares; 2026Q1: 891,872 shares 891,872 $30.1M 1.69% -4,611 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,347 shares; 2024Q4: 216,906 shares; 2025Q1: 159,769 shares; 2025Q2: 158,787 shares; 2025Q3: 156,272 shares; 2025Q4: 144,260 shares; 2026Q1: 137,295 shares 137,295 $22.8M 1.28% -6,965 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: 131,974 shares; 2024Q4: 133,793 shares; 2025Q1: 136,120 shares; 2025Q2: 131,142 shares; 2025Q3: 129,750 shares; 2025Q4: 129,490 shares; 2026Q1: 127,869 shares 127,869 $22.3M 1.25% -1,621 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: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,586 shares; 2025Q2: 15,318 shares; 2025Q3: 19,997 shares; 2025Q4: 21,071 shares; 2026Q1: 240,823 shares 240,823 $22.2M 1.25% +219,752 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,295 shares; 2025Q1: 591,329 shares; 2025Q2: 612,156 shares; 2025Q3: 621,650 shares; 2025Q4: 650,447 shares; 2026Q1: 548,519 shares 548,519 $21.4M 1.2% -101,928 Timeline FBT 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: 152,303 shares; 2024Q4: 154,272 shares; 2025Q1: 110,974 shares; 2025Q2: 113,019 shares; 2025Q3: 115,495 shares; 2025Q4: 114,950 shares; 2026Q1: 104,402 shares 104,402 $21M 1.18% -10,548 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667,067 shares; 2025Q2: 686,092 shares; 2025Q3: 692,205 shares; 2025Q4: 706,343 shares; 2026Q1: 574,782 shares 574,782 $19.5M 1.09% -131,561 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,856 shares; 2024Q4: 186,174 shares; 2025Q1: 211,586 shares; 2025Q2: 219,107 shares; 2025Q3: 220,886 shares; 2025Q4: 230,239 shares; 2026Q1: 244,192 shares 244,192 $17.6M 0.99% +13,953 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: 95,800 shares; 2024Q4: 96,670 shares; 2025Q1: 96,441 shares; 2025Q2: 94,815 shares; 2025Q3: 94,421 shares; 2025Q4: 93,152 shares; 2026Q1: 82,689 shares 82,689 $17.2M 0.97% -10,463 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,866 shares; 2024Q4: 101,398 shares; 2025Q1: 581,061 shares; 2025Q2: 621,856 shares; 2025Q3: 644,296 shares; 2025Q4: 681,155 shares; 2026Q1: 858,524 shares 858,524 $16.4M 0.92% +177,369 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,677 shares; 2024Q4: 80,249 shares; 2025Q1: 78,910 shares; 2025Q2: 78,932 shares; 2025Q3: 81,273 shares; 2025Q4: 84,021 shares; 2026Q1: 83,301 shares 83,301 $16.3M 0.92% -720 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: 19,859 shares; 2024Q4: 25,595 shares; 2025Q1: 25,873 shares; 2025Q2: 26,887 shares; 2025Q3: 26,650 shares; 2025Q4: 26,192 shares; 2026Q1: 25,688 shares 25,688 $15.3M 0.86% -504 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: 68,099 shares; 2024Q4: 68,104 shares; 2025Q1: 64,542 shares; 2025Q2: 65,863 shares; 2025Q3: 65,581 shares; 2025Q4: 63,963 shares; 2026Q1: 52,663 shares 52,663 $15.1M 0.85% -11,300 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496,578 shares; 2025Q2: 508,168 shares; 2025Q3: 518,856 shares; 2025Q4: 536,784 shares; 2026Q1: 578,634 shares 578,634 $14.9M 0.84% +41,850 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: 27,156 shares; 2024Q4: 24,872 shares; 2025Q1: 26,697 shares; 2025Q2: 26,413 shares; 2025Q3: 24,691 shares; 2025Q4: 24,151 shares; 2026Q1: 22,810 shares 22,810 $14.8M 0.83% -1,341 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 57,542 shares; 2025Q1: 41,110 shares; 2025Q2: 40,561 shares; 2025Q3: 40,537 shares; 2025Q4: 40,088 shares; 2026Q1: 40,059 shares 40,059 $14.8M 0.83% -29 Timeline FEOE 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: 311,994 shares; 2025Q2: 316,989 shares; 2025Q3: 326,016 shares; 2025Q4: 327,163 shares; 2026Q1: 287,780 shares 287,780 $14.5M 0.81% -39,383 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,296 shares; 2024Q4: 197,570 shares; 2025Q1: 192,696 shares; 2025Q2: 196,322 shares; 2025Q3: 200,919 shares; 2025Q4: 202,772 shares; 2026Q1: 179,470 shares 179,470 $14.5M 0.81% -23,302 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: 15,512 shares; 2024Q4: 15,418 shares; 2025Q1: 14,455 shares; 2025Q2: 14,365 shares; 2025Q3: 14,330 shares; 2025Q4: 14,291 shares; 2026Q1: 14,308 shares 14,308 $14.3M 0.8% +17 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785,931 shares 785,931 $13.2M 0.74% new 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: 18,794 shares; 2024Q4: 19,274 shares; 2025Q1: 20,706 shares; 2025Q2: 21,253 shares; 2025Q3: 21,994 shares; 2025Q4: 21,903 shares; 2026Q1: 21,688 shares 21,688 $12.5M 0.7% -215 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,337 shares; 2025Q2: 203,663 shares; 2025Q3: 210,093 shares; 2025Q4: 208,944 shares; 2026Q1: 314,436 shares 314,436 $11.9M 0.67% +105,492 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,055 shares; 2024Q4: 163,831 shares; 2025Q1: 132,441 shares; 2025Q2: 138,848 shares; 2025Q3: 142,498 shares; 2025Q4: 141,078 shares; 2026Q1: 143,458 shares 143,458 $11M 0.61% +2,380 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,038 shares; 2024Q4: 70,038 shares; 2025Q1: 70,038 shares; 2025Q2: 70,038 shares; 2025Q3: 70,038 shares; 2025Q4: 70,038 shares; 2026Q1: 70,038 shares 70,038 $10.8M 0.6% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,013 shares; 2025Q1: 102,045 shares; 2025Q2: 138,221 shares; 2025Q3: 156,339 shares; 2025Q4: 201,212 shares; 2026Q1: 245,435 shares 245,435 $10.4M 0.58% +44,223 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: 109,733 shares; 2024Q4: 109,560 shares; 2025Q1: 89,517 shares; 2025Q2: 89,271 shares; 2025Q3: 89,203 shares; 2025Q4: 89,943 shares; 2026Q1: 82,993 shares 82,993 $10.3M 0.58% -6,950 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: 40,779 shares; 2024Q4: 40,218 shares; 2025Q1: 49,985 shares; 2025Q2: 49,873 shares; 2025Q3: 49,781 shares; 2025Q4: 49,472 shares; 2026Q1: 40,263 shares 40,263 $9.84M 0.55% -9,209 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 6,584 shares; 2025Q1: 6,208 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares; 2025Q4: 6,037 shares; 2026Q1: 39,715 shares 39,715 $9.81M 0.55% +33,678 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,739 shares; 2024Q4: 220,327 shares; 2025Q1: 257,973 shares; 2025Q2: 268,275 shares; 2025Q3: 270,340 shares; 2025Q4: 280,762 shares; 2026Q1: 153,015 shares 153,015 $9.53M 0.53% -127,747 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: 20,105 shares; 2024Q4: 19,768 shares; 2025Q1: 19,532 shares; 2025Q2: 18,912 shares; 2025Q3: 18,621 shares; 2025Q4: 18,181 shares; 2026Q1: 17,840 shares 17,840 $8.91M 0.5% -341 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: 35,109 shares; 2024Q4: 35,336 shares; 2025Q1: 32,759 shares; 2025Q2: 32,513 shares; 2025Q3: 38,163 shares; 2025Q4: 39,469 shares; 2026Q1: 35,157 shares 35,157 $8.52M 0.48% -4,312 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: 30,675 shares; 2024Q4: 30,268 shares; 2025Q1: 29,923 shares; 2025Q2: 29,002 shares; 2025Q3: 28,453 shares; 2025Q4: 27,780 shares; 2026Q1: 26,705 shares 26,705 $8.07M 0.45% -1,075 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: 31,007 shares; 2024Q4: 30,758 shares; 2025Q1: 277,290 shares; 2025Q2: 276,969 shares; 2025Q3: 276,092 shares; 2025Q4: 278,320 shares; 2026Q1: 274,390 shares 274,390 $7.95M 0.45% -3,930 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,137 shares; 2025Q2: 44,466 shares; 2025Q3: 44,918 shares; 2025Q4: 43,426 shares; 2026Q1: 54,914 shares 54,914 $7.94M 0.45% +11,488 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: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 5,000 shares; 2025Q2: 5,137 shares; 2025Q3: 5,521 shares; 2025Q4: 5,678 shares; 2026Q1: 13,563 shares 13,563 $7.76M 0.44% +7,885 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: 325,499 shares; 2024Q4: 356,724 shares; 2025Q1: 402,626 shares; 2025Q2: 425,217 shares; 2025Q3: 430,277 shares; 2025Q4: 455,416 shares; 2026Q1: 403,943 shares 403,943 $7.6M 0.43% -51,473 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,595 shares; 2024Q4: 68,587 shares; 2025Q1: 81,172 shares; 2025Q2: 86,048 shares; 2025Q3: 87,095 shares; 2025Q4: 92,615 shares; 2026Q1: 79,989 shares 79,989 $7.51M 0.42% -12,626 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 194,663 shares; 2025Q1: 184,465 shares; 2025Q2: 188,141 shares; 2025Q3: 186,447 shares; 2025Q4: 192,279 shares; 2026Q1: 186,843 shares 186,843 $7.26M 0.41% -5,436 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,378 shares; 2025Q1: 4,002 shares; 2025Q2: 4,786 shares; 2025Q3: 4,771 shares; 2025Q4: 4,701 shares; 2026Q1: 18,574 shares 18,574 $7.25M 0.41% +13,873 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,226 shares; 2024Q4: 103,863 shares; 2025Q1: 3,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,961 shares 99,961 $7.23M 0.41% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,458 shares; 2024Q4: 50,910 shares; 2025Q1: 48,050 shares; 2025Q2: 48,281 shares; 2025Q3: 48,442 shares; 2025Q4: 48,143 shares; 2026Q1: 44,196 shares 44,196 $7.06M 0.4% -3,947 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,251 shares; 2024Q4: 20,453 shares; 2025Q1: 21,571 shares; 2025Q2: 21,667 shares; 2025Q3: 21,863 shares; 2025Q4: 21,978 shares; 2026Q1: 21,262 shares 21,262 $6.93M 0.39% -716 Timeline IJUL 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: 233,230 shares; 2024Q4: 224,429 shares; 2025Q1: 216,588 shares; 2025Q2: 198,789 shares; 2025Q3: 210,985 shares; 2025Q4: 209,736 shares; 2026Q1: 204,253 shares 204,253 $6.89M 0.39% -5,483 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,812 shares; 2025Q1: 31,695 shares; 2025Q2: 31,862 shares; 2025Q3: 32,114 shares; 2025Q4: 32,252 shares; 2026Q1: 33,226 shares 33,226 $6.89M 0.39% +974 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,794 shares; 2025Q2: 143,389 shares; 2025Q3: 144,285 shares; 2025Q4: 144,692 shares; 2026Q1: 135,061 shares 135,061 $6.84M 0.38% -9,631 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,527 shares; 2025Q1: 3,483 shares; 2025Q2: 3,421 shares; 2025Q3: 3,381 shares; 2025Q4: 3,352 shares; 2026Q1: 15,620 shares 15,620 $6.75M 0.38% +12,268 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,632 shares; 2024Q4: 27,484 shares; 2025Q1: 21,675 shares; 2025Q2: 21,809 shares; 2025Q3: 21,607 shares; 2025Q4: 21,828 shares; 2026Q1: 23,299 shares 23,299 $6.74M 0.38% +1,471 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,035 shares; 2024Q4: 56,150 shares; 2025Q1: 52,440 shares; 2025Q2: 52,396 shares; 2025Q3: 52,085 shares; 2025Q4: 51,940 shares; 2026Q1: 48,800 shares 48,800 $6.6M 0.37% -3,140 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: not reported; 2024Q4: not reported; 2025Q1: 61,286 shares; 2025Q2: 61,701 shares; 2025Q3: 61,583 shares; 2025Q4: 61,162 shares; 2026Q1: 47,146 shares 47,146 $6.57M 0.37% -14,016 Timeline UJUN 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: 275,792 shares; 2024Q4: 213,974 shares; 2025Q1: 205,481 shares; 2025Q2: 222,471 shares; 2025Q3: 216,710 shares; 2025Q4: 204,545 shares; 2026Q1: 175,588 shares 175,588 $6.54M 0.37% -28,957 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,745 shares; 2025Q2: 39,463 shares; 2025Q3: 39,522 shares; 2025Q4: 39,870 shares; 2026Q1: 42,695 shares 42,695 $6.51M 0.37% +2,825 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,264 shares; 2024Q4: 818,591 shares; 2025Q1: 232,164 shares; 2025Q2: 235,006 shares; 2025Q3: 254,866 shares; 2025Q4: 255,774 shares; 2026Q1: 260,662 shares 260,662 $6.45M 0.36% +4,888 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: 7,183 shares; 2024Q4: 7,853 shares; 2025Q1: 7,920 shares; 2025Q2: 7,852 shares; 2025Q3: 13,094 shares; 2025Q4: 6,165 shares; 2026Q1: 61,615 shares 61,615 $6.33M 0.35% +55,450 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,440 shares; 2025Q1: 2,615 shares; 2025Q2: 2,560 shares; 2025Q3: 2,500 shares; 2025Q4: 2,441 shares; 2026Q1: 23,702 shares 23,702 $6.31M 0.35% +21,261 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,840 shares; 2025Q1: 37,471 shares; 2025Q2: 37,849 shares; 2025Q3: 37,139 shares; 2025Q4: 36,151 shares; 2026Q1: 29,740 shares 29,740 $6.22M 0.35% -6,411 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: 155,677 shares; 2024Q4: 158,581 shares; 2025Q1: 189,096 shares; 2025Q2: 188,776 shares; 2025Q3: 189,868 shares; 2025Q4: 188,671 shares; 2026Q1: 222,002 shares 222,002 $6.07M 0.34% +33,331 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: 3,764 shares; 2024Q4: 13,216 shares; 2025Q1: 13,892 shares; 2025Q2: 18,442 shares; 2025Q3: 18,228 shares; 2025Q4: 18,065 shares; 2026Q1: 18,788 shares 18,788 $6.03M 0.34% +723 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: 5,741 shares; 2024Q4: 6,544 shares; 2025Q1: 6,543 shares; 2025Q2: 6,712 shares; 2025Q3: 6,763 shares; 2025Q4: 6,568 shares; 2026Q1: 6,540 shares 6,540 $6.02M 0.34% -28 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,868 shares; 2024Q4: 66,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,919 shares; 2025Q4: 47,720 shares; 2026Q1: 80,790 shares 80,790 $5.95M 0.33% +33,070 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,942 shares; 2024Q4: 40,806 shares; 2025Q1: 50,248 shares; 2025Q2: 50,652 shares; 2025Q3: 50,862 shares; 2025Q4: 50,842 shares; 2026Q1: 41,378 shares 41,378 $5.93M 0.33% -9,464 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,943 shares; 2025Q2: 23,056 shares; 2025Q3: 23,070 shares; 2025Q4: 22,729 shares; 2026Q1: 18,525 shares 18,525 $5.82M 0.33% -4,204 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,541 shares; 2025Q2: 18,982 shares; 2025Q3: 19,174 shares; 2025Q4: 19,253 shares; 2026Q1: 24,004 shares 24,004 $5.75M 0.32% +4,751 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,178 shares; 2024Q4: 22,793 shares; 2025Q1: 29,023 shares; 2025Q2: 29,640 shares; 2025Q3: 29,846 shares; 2025Q4: 29,287 shares; 2026Q1: 47,344 shares 47,344 $5.73M 0.32% +18,057 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 47,494 shares 47,494 $5.61M 0.31% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,621 shares; 2025Q1: 1,585 shares; 2025Q2: 1,495 shares; 2025Q3: 1,453 shares; 2025Q4: 1,394 shares; 2026Q1: 33,035 shares 33,035 $5.59M 0.31% +31,641 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to 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: 28,137 shares 28,137 $5.56M 0.31% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,824 shares; 2024Q4: 34,692 shares; 2025Q1: 3,887 shares; 2025Q2: 3,391 shares; 2025Q3: 22,617 shares; 2025Q4: 23,919 shares; 2026Q1: 42,922 shares 42,922 $5.53M 0.31% +19,003 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,723 shares; 2024Q4: 22,220 shares; 2025Q1: 23,050 shares; 2025Q2: 21,925 shares; 2025Q3: 21,719 shares; 2025Q4: 21,219 shares; 2026Q1: 22,040 shares 22,040 $5.48M 0.31% +821 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,540 shares; 2025Q1: 38,771 shares; 2025Q2: 39,316 shares; 2025Q3: 39,077 shares; 2025Q4: 38,727 shares; 2026Q1: 34,857 shares 34,857 $5.42M 0.3% -3,870 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 81,929 shares 81,929 $5.4M 0.3% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,565 shares; 2024Q4: 49,895 shares; 2025Q1: 50,964 shares; 2025Q2: 52,605 shares; 2025Q3: 54,284 shares; 2025Q4: 116,964 shares; 2026Q1: 117,648 shares 117,648 $5.4M 0.3% +684 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 96,393 shares 96,393 $5.15M 0.29% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,343 shares 31,343 $5.09M 0.29% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 83,766 shares; 2025Q1: 80,821 shares; 2025Q2: 77,761 shares; 2025Q3: 75,780 shares; 2025Q4: 59,726 shares; 2026Q1: 65,146 shares 65,146 $4.8M 0.27% +5,420 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,217 shares; 2024Q4: 67,208 shares; 2025Q1: 71,494 shares; 2025Q2: 72,577 shares; 2025Q3: 73,980 shares; 2025Q4: 74,619 shares; 2026Q1: 78,030 shares 78,030 $4.79M 0.27% +3,411 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: 2,462 shares; 2024Q4: 3,434 shares; 2025Q1: 5,760 shares; 2025Q2: 6,016 shares; 2025Q3: 10,473 shares; 2025Q4: 11,805 shares; 2026Q1: 12,723 shares 12,723 $4.67M 0.26% +918 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,378 shares; 2025Q1: 123,684 shares; 2025Q2: 115,045 shares; 2025Q3: 114,725 shares; 2025Q4: 120,492 shares; 2026Q1: 120,762 shares 120,762 $4.64M 0.26% +270 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 243,239 shares; 2025Q1: 233,377 shares; 2025Q2: 230,187 shares; 2025Q3: 229,510 shares; 2025Q4: 227,648 shares; 2026Q1: 226,425 shares 226,425 $4.62M 0.26% -1,223 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: 12,295 shares; 2024Q4: 12,179 shares; 2025Q1: 13,253 shares; 2025Q2: 13,251 shares; 2025Q3: 12,865 shares; 2025Q4: 12,179 shares; 2026Q1: 12,142 shares 12,142 $4.51M 0.25% -37 Timeline JPEM 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: 60,332 shares; 2024Q4: 59,852 shares; 2025Q1: 63,616 shares; 2025Q2: 64,860 shares; 2025Q3: 69,188 shares; 2025Q4: 69,845 shares; 2026Q1: 69,752 shares 69,752 $4.33M 0.24% -93 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: 12,310 shares; 2024Q4: 14,086 shares; 2025Q1: 14,024 shares; 2025Q2: 13,728 shares; 2025Q3: 13,663 shares; 2025Q4: 13,302 shares; 2026Q1: 13,144 shares 13,144 $4.32M 0.24% -158 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,265 shares; 2025Q4: 84,265 shares; 2026Q1: 84,265 shares 84,265 $4.25M 0.24% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS 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: 29,689 shares 29,689 $4.02M 0.23% new 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: 14,849 shares; 2024Q4: 14,996 shares; 2025Q1: 15,139 shares; 2025Q2: 14,781 shares; 2025Q3: 15,067 shares; 2025Q4: 15,060 shares; 2026Q1: 13,881 shares 13,881 $3.98M 0.22% -1,179 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: 83,657 shares; 2024Q4: 76,289 shares; 2025Q1: 74,278 shares; 2025Q2: 77,375 shares; 2025Q3: 62,780 shares; 2025Q4: 62,296 shares; 2026Q1: 61,234 shares 61,234 $3.92M 0.22% -1,062 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,352 shares; 2024Q4: 209,737 shares; 2025Q1: 204,171 shares; 2025Q2: 205,294 shares; 2025Q3: 199,962 shares; 2025Q4: 199,548 shares; 2026Q1: 198,629 shares 198,629 $3.9M 0.22% -919 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,237 shares; 2025Q1: 25,056 shares; 2025Q2: 35,440 shares; 2025Q3: 36,728 shares; 2025Q4: 40,446 shares; 2026Q1: 51,845 shares 51,845 $3.83M 0.21% +11,399 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: 12,184 shares; 2024Q4: 12,298 shares; 2025Q1: 12,477 shares; 2025Q2: 12,338 shares; 2025Q3: 12,373 shares; 2025Q4: 12,548 shares; 2026Q1: 12,744 shares 12,744 $3.75M 0.21% +196 Timeline EJUL 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: 132,057 shares; 2024Q4: 130,942 shares; 2025Q1: 132,977 shares; 2025Q2: 131,279 shares; 2025Q3: 136,135 shares; 2025Q4: 127,655 shares; 2026Q1: 120,915 shares 120,915 $3.61M 0.2% -6,740 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,440 shares; 2025Q4: 59,339 shares; 2026Q1: 68,042 shares 68,042 $3.47M 0.19% +8,703 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: 18,639 shares; 2025Q1: 24,690 shares; 2025Q2: 28,652 shares; 2025Q3: 45,005 shares; 2025Q4: 68,380 shares; 2026Q1: 68,332 shares 68,332 $3.45M 0.19% -48 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: 17,530 shares; 2024Q4: 78,104 shares; 2025Q1: 94,689 shares; 2025Q2: 94,689 shares; 2025Q3: 87,821 shares; 2025Q4: 88,427 shares; 2026Q1: 88,385 shares 88,385 $3.43M 0.19% -42 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,609 shares; 2024Q4: 35,698 shares; 2025Q1: 36,960 shares; 2025Q2: 38,243 shares; 2025Q3: 40,472 shares; 2025Q4: 45,499 shares; 2026Q1: 47,914 shares 47,914 $3.4M 0.19% +2,415 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,515 shares; 2024Q4: 200,478 shares; 2025Q1: 192,665 shares; 2025Q2: 186,452 shares; 2025Q3: 180,213 shares; 2025Q4: 179,610 shares; 2026Q1: 172,849 shares 172,849 $3.38M 0.19% -6,761 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: 16,336 shares; 2024Q4: 17,265 shares; 2025Q1: 17,240 shares; 2025Q2: 17,220 shares; 2025Q3: 17,061 shares; 2025Q4: 16,998 shares; 2026Q1: 16,743 shares 16,743 $3.33M 0.19% -255 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: 24,605 shares; 2024Q4: 24,617 shares; 2025Q1: 14,283 shares; 2025Q2: not reported; 2025Q3: 14,523 shares; 2025Q4: 11,864 shares; 2026Q1: 11,694 shares 11,694 $3.16M 0.18% -170 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,011 shares; 2025Q1: 126,011 shares; 2025Q2: 126,011 shares; 2025Q3: 126,011 shares; 2025Q4: 129,855 shares; 2026Q1: 122,097 shares 122,097 $3.1M 0.17% -7,758 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: 14,029 shares; 2024Q4: 14,914 shares; 2025Q1: 14,134 shares; 2025Q2: 14,187 shares; 2025Q3: 20,025 shares; 2025Q4: 15,097 shares; 2026Q1: 14,227 shares 14,227 $3.09M 0.17% -870 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: 10,136 shares; 2024Q4: 10,212 shares; 2025Q1: 10,373 shares; 2025Q2: 10,283 shares; 2025Q3: 10,483 shares; 2025Q4: 10,108 shares; 2026Q1: 9,956 shares 9,956 $3.08M 0.17% -152 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,438 shares; 2025Q4: 85,413 shares; 2026Q1: 83,309 shares 83,309 $3.02M 0.17% -2,104 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,639 shares; 2026Q1: 56,200 shares 56,200 $2.97M 0.17% -7,439 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: 16,319 shares; 2024Q4: 17,122 shares; 2025Q1: 16,357 shares; 2025Q2: 16,279 shares; 2025Q3: 16,837 shares; 2025Q4: 17,517 shares; 2026Q1: 17,503 shares 17,503 $2.97M 0.17% -14 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,802 shares; 2024Q4: 38,217 shares; 2025Q1: 36,730 shares; 2025Q2: 36,447 shares; 2025Q3: 37,862 shares; 2025Q4: 36,242 shares; 2026Q1: 35,610 shares 35,610 $2.83M 0.16% -632 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,252 shares; 2024Q4: 326,434 shares; 2025Q1: 381,926 shares; 2025Q2: 487,404 shares; 2025Q3: 484,890 shares; 2025Q4: 485,188 shares; 2026Q1: 406,899 shares 406,899 $2.78M 0.16% -78,289 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,532 shares; 2024Q4: 36,265 shares; 2025Q1: 35,322 shares; 2025Q2: 34,592 shares; 2025Q3: 34,105 shares; 2025Q4: 31,858 shares; 2026Q1: 29,790 shares 29,790 $2.78M 0.16% -2,068 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: 36,498 shares; 2024Q4: 36,173 shares; 2025Q1: 34,180 shares; 2025Q2: 34,468 shares; 2025Q3: 34,030 shares; 2025Q4: 33,733 shares; 2026Q1: 33,717 shares 33,717 $2.76M 0.15% -16 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: 16,560 shares; 2024Q4: 16,642 shares; 2025Q1: 17,269 shares; 2025Q2: 17,395 shares; 2025Q3: 17,472 shares; 2025Q4: 15,869 shares; 2026Q1: 4,505 shares 4,505 $2.72M 0.15% -11,364 Timeline USSH 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: 15,636 shares; 2025Q2: 20,164 shares; 2025Q3: 29,572 shares; 2025Q4: 43,211 shares; 2026Q1: 52,730 shares 52,730 $2.66M 0.15% +9,519 Timeline CGCB 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: 62,311 shares; 2025Q2: 71,444 shares; 2025Q3: 84,574 shares; 2025Q4: 97,535 shares; 2026Q1: 100,430 shares 100,430 $2.64M 0.15% +2,895 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,776 shares; 2024Q4: 32,721 shares; 2025Q1: 31,391 shares; 2025Q2: 30,823 shares; 2025Q3: 30,525 shares; 2025Q4: 30,426 shares; 2026Q1: 29,828 shares 29,828 $2.53M 0.14% -598 Timeline UAPR 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: 116,676 shares; 2024Q4: 117,501 shares; 2025Q1: 107,850 shares; 2025Q2: 106,131 shares; 2025Q3: 96,101 shares; 2025Q4: 88,120 shares; 2026Q1: 75,546 shares 75,546 $2.52M 0.14% -12,574 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,687 shares; 2025Q1: 62,650 shares; 2025Q2: 68,075 shares; 2025Q3: 68,560 shares; 2025Q4: 65,955 shares; 2026Q1: 69,695 shares 69,695 $2.48M 0.14% +3,740 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,537 shares; 2024Q4: 233,885 shares; 2025Q1: 214,048 shares; 2025Q2: 214,314 shares; 2025Q3: 216,341 shares; 2025Q4: 216,330 shares; 2026Q1: 24,420 shares 24,420 $2.42M 0.14% -191,910 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,922 shares; 2024Q4: 47,297 shares; 2025Q1: 47,403 shares; 2025Q2: 43,815 shares; 2025Q3: 43,010 shares; 2025Q4: 42,746 shares; 2026Q1: 43,939 shares 43,939 $2.41M 0.14% +1,193 Timeline KJUL 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: 84,594 shares; 2024Q4: 74,912 shares; 2025Q1: 72,161 shares; 2025Q2: 72,831 shares; 2025Q3: 72,965 shares; 2025Q4: 73,273 shares; 2026Q1: 72,250 shares 72,250 $2.31M 0.13% -1,023 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 30,736 shares; 2025Q1: 30,681 shares; 2025Q2: 30,823 shares; 2025Q3: 30,823 shares; 2025Q4: 30,823 shares; 2026Q1: 57,907 shares 57,907 $2.3M 0.13% +27,084 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,966 shares; 2025Q1: 50,938 shares; 2025Q2: 54,596 shares; 2025Q3: 54,124 shares; 2025Q4: 59,772 shares; 2026Q1: 67,573 shares 67,573 $2.3M 0.13% +7,801 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: 27,469 shares; 2024Q4: 82,554 shares; 2025Q1: 77,534 shares; 2025Q2: 68,938 shares; 2025Q3: 72,184 shares; 2025Q4: 75,759 shares; 2026Q1: 75,198 shares 75,198 $2.29M 0.13% -561 Timeline UAUG 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: 85,475 shares; 2024Q4: 81,825 shares; 2025Q1: 79,089 shares; 2025Q2: 70,989 shares; 2025Q3: 58,145 shares; 2025Q4: 57,055 shares; 2026Q1: 56,975 shares 56,975 $2.24M 0.13% -80 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,522 shares; 2025Q1: 2,492 shares; 2025Q2: 2,491 shares; 2025Q3: 2,489 shares; 2025Q4: 2,544 shares; 2026Q1: 2,500 shares 2,500 $2.24M 0.13% -44 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: 3,086 shares; 2024Q4: 2,982 shares; 2025Q1: 2,838 shares; 2025Q2: 2,835 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares; 2026Q1: 3,402 shares 3,402 $2.22M 0.12% +106 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,312 shares; 2025Q1: 8,342 shares; 2025Q2: 8,254 shares; 2025Q3: 8,568 shares; 2025Q4: 16,444 shares; 2026Q1: 16,496 shares 16,496 $2.19M 0.12% +52 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 18,228 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 59,069 shares; 2025Q4: 57,177 shares; 2026Q1: 55,885 shares 55,885 $2.14M 0.12% -1,292 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: not reported; 2024Q4: 7,660 shares; 2025Q1: 17,063 shares; 2025Q2: 17,642 shares; 2025Q3: 18,760 shares; 2025Q4: 22,869 shares; 2026Q1: 21,141 shares 21,141 $2.13M 0.12% -1,728 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,830 shares; 2024Q4: 294,125 shares; 2025Q1: 290,563 shares; 2025Q2: 280,537 shares; 2025Q3: 259,010 shares; 2025Q4: 233,845 shares; 2026Q1: 142,632 shares 142,632 $2.12M 0.12% -91,213 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: 34,392 shares; 2024Q4: 34,140 shares; 2025Q1: 34,901 shares; 2025Q2: 34,264 shares; 2025Q3: 34,339 shares; 2025Q4: 34,848 shares; 2026Q1: 46,345 shares 46,345 $2.11M 0.12% +11,497 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: 17,339 shares; 2024Q4: 16,257 shares; 2025Q1: 16,171 shares; 2025Q2: 15,029 shares; 2025Q3: 14,807 shares; 2025Q4: 14,273 shares; 2026Q1: 14,372 shares 14,372 $2.11M 0.12% +99 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 21,918 shares; 2025Q1: 25,543 shares; 2025Q2: 31,839 shares; 2025Q3: 31,323 shares; 2025Q4: 30,107 shares; 2026Q1: 29,618 shares 29,618 $2.11M 0.12% -489 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: 3,848 shares; 2024Q4: 3,891 shares; 2025Q1: 3,537 shares; 2025Q2: 3,281 shares; 2025Q3: 3,135 shares; 2025Q4: 3,098 shares; 2026Q1: 2,965 shares 2,965 $2.1M 0.12% -133 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,319 shares; 2025Q2: 28,529 shares; 2025Q3: 37,225 shares; 2025Q4: 44,264 shares; 2026Q1: 46,282 shares 46,282 $2.09M 0.12% +2,018 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,649 shares; 2025Q1: 2,645 shares; 2025Q2: 2,342 shares; 2025Q3: 2,339 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares 1,953 $2.08M 0.12% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,020 shares; 2025Q1: 4,803 shares; 2025Q2: 4,514 shares; 2025Q3: 4,436 shares; 2025Q4: 4,312 shares; 2026Q1: 4,162 shares 4,162 $2.05M 0.11% -150 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,662 shares; 2024Q4: 127,221 shares; 2025Q1: 107,792 shares; 2025Q2: 107,301 shares; 2025Q3: 104,853 shares; 2025Q4: 96,529 shares; 2026Q1: 90,448 shares 90,448 $1.98M 0.11% -6,081 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,203 shares; 2024Q4: 373,508 shares; 2025Q1: 42,876 shares; 2025Q2: 42,365 shares; 2025Q3: 38,917 shares; 2025Q4: 39,098 shares; 2026Q1: 36,136 shares 36,136 $1.95M 0.11% -2,962 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,164 shares; 2025Q1: 7,391 shares; 2025Q2: 7,379 shares; 2025Q3: 7,680 shares; 2025Q4: 7,427 shares; 2026Q1: 7,392 shares 7,392 $1.94M 0.11% -35 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,619 shares; 2026Q1: 38,619 shares 38,619 $1.93M 0.11% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,966 shares; 2025Q1: 4,163 shares; 2025Q2: 4,153 shares; 2025Q3: 4,093 shares; 2025Q4: 4,073 shares; 2026Q1: 4,022 shares 4,022 $1.85M 0.1% -51 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,397 shares; 2024Q4: 50,474 shares; 2025Q1: 51,201 shares; 2025Q2: 49,691 shares; 2025Q3: 43,715 shares; 2025Q4: 54,146 shares; 2026Q1: 52,509 shares 52,509 $1.84M 0.1% -1,637 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 22,608 shares; 2025Q1: 21,693 shares; 2025Q2: 20,681 shares; 2025Q3: 20,569 shares; 2025Q4: 20,550 shares; 2026Q1: 20,000 shares 20,000 $1.83M 0.1% -550 Timeline RSPH 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: 110,058 shares; 2024Q4: 102,095 shares; 2025Q1: 94,169 shares; 2025Q2: 75,710 shares; 2025Q3: 69,810 shares; 2025Q4: 63,133 shares; 2026Q1: 60,460 shares 60,460 $1.83M 0.1% -2,673 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,921 shares; 2025Q2: 6,227 shares; 2025Q3: 6,227 shares; 2025Q4: 6,019 shares; 2026Q1: 6,078 shares 6,078 $1.82M 0.1% +59 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,060 shares; 2025Q1: 31,185 shares; 2025Q2: 31,481 shares; 2025Q3: 30,937 shares; 2025Q4: 51,676 shares; 2026Q1: 49,697 shares 49,697 $1.77M 0.1% -1,979 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 34,803 shares; 2025Q1: 34,521 shares; 2025Q2: 34,627 shares; 2025Q3: 19,972 shares; 2025Q4: 19,996 shares; 2026Q1: 19,836 shares 19,836 $1.77M 0.1% -160 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: 5,684 shares; 2024Q4: 5,484 shares; 2025Q1: 4,965 shares; 2025Q2: 4,874 shares; 2025Q3: 4,884 shares; 2025Q4: 11,883 shares; 2026Q1: 34,756 shares 34,756 $1.76M 0.1% +22,873 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: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 12,786 shares; 2025Q3: 20,432 shares; 2025Q4: 32,889 shares; 2026Q1: 33,407 shares 33,407 $1.76M 0.1% +518 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: 19,224 shares; 2024Q4: 50,123 shares; 2025Q1: 50,415 shares; 2025Q2: 50,431 shares; 2025Q3: 48,577 shares; 2025Q4: 48,631 shares; 2026Q1: 62,257 shares 62,257 $1.73M 0.1% +13,626 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: 1,927 shares; 2024Q4: 2,004 shares; 2025Q1: 1,879 shares; 2025Q2: 1,872 shares; 2025Q3: 1,786 shares; 2025Q4: 17,827 shares; 2026Q1: 17,991 shares 17,991 $1.73M 0.1% +164 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: 9,216 shares; 2024Q4: 9,216 shares; 2025Q1: 46,426 shares; 2025Q2: 57,159 shares; 2025Q3: 57,159 shares; 2025Q4: 55,537 shares; 2026Q1: 47,570 shares 47,570 $1.73M 0.1% -7,967 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: not reported; 2024Q4: 5,003 shares; 2025Q1: 4,831 shares; 2025Q2: 5,934 shares; 2025Q3: 12,729 shares; 2025Q4: 17,039 shares; 2026Q1: 19,052 shares 19,052 $1.68M 0.09% +2,013 Timeline IJUN 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: 13,892 shares; 2024Q4: 13,892 shares; 2025Q1: 41,855 shares; 2025Q2: 56,838 shares; 2025Q3: 57,032 shares; 2025Q4: 57,032 shares; 2026Q1: 57,018 shares 57,018 $1.68M 0.09% -14 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: 24,931 shares; 2025Q1: 21,826 shares; 2025Q2: 28,986 shares; 2025Q3: 31,486 shares; 2025Q4: 32,536 shares; 2026Q1: 34,697 shares 34,697 $1.66M 0.09% +2,161 Timeline IDEC 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: 53,248 shares; 2024Q4: 54,831 shares; 2025Q1: 57,023 shares; 2025Q2: 56,854 shares; 2025Q3: 53,547 shares; 2025Q4: 50,745 shares; 2026Q1: 49,205 shares 49,205 $1.6M 0.09% -1,540 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: 3,873 shares; 2024Q4: 4,130 shares; 2025Q1: 4,709 shares; 2025Q2: 5,037 shares; 2025Q3: 4,893 shares; 2025Q4: 6,200 shares; 2026Q1: 7,363 shares 7,363 $1.58M 0.09% +1,163 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 32,936 shares; 2025Q1: 32,419 shares; 2025Q2: 27,042 shares; 2025Q3: 26,368 shares; 2025Q4: 25,088 shares; 2026Q1: 23,035 shares 23,035 $1.57M 0.09% -2,053 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: 3,103 shares; 2024Q4: 3,681 shares; 2025Q1: 3,748 shares; 2025Q2: 3,211 shares; 2025Q3: 3,802 shares; 2025Q4: 4,071 shares; 2026Q1: 3,636 shares 3,636 $1.56M 0.09% -435 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: 22,867 shares; 2024Q4: 20,400 shares; 2025Q1: 19,956 shares; 2025Q2: 19,551 shares; 2025Q3: 19,043 shares; 2025Q4: 18,052 shares; 2026Q1: 18,052 shares 18,052 $1.56M 0.09% 0 Timeline EOCT 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: 16,348 shares; 2025Q1: 45,160 shares; 2025Q2: 45,232 shares; 2025Q3: 44,474 shares; 2025Q4: 49,383 shares; 2026Q1: 48,765 shares 48,765 $1.56M 0.09% -618 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,468 shares; 2025Q4: 107,945 shares; 2026Q1: 105,664 shares 105,664 $1.54M 0.09% -2,281 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,948 shares; 2025Q1: 4,047 shares; 2025Q2: 4,174 shares; 2025Q3: 4,580 shares; 2025Q4: 4,958 shares; 2026Q1: 4,507 shares 4,507 $1.52M 0.09% -451 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 35,660 shares; 2025Q1: 32,972 shares; 2025Q2: 32,666 shares; 2025Q3: 34,733 shares; 2025Q4: 33,895 shares; 2026Q1: 32,634 shares 32,634 $1.51M 0.08% -1,261 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: 21,548 shares; 2024Q4: 19,525 shares; 2025Q1: 17,818 shares; 2025Q2: 17,109 shares; 2025Q3: 17,149 shares; 2025Q4: 15,719 shares; 2026Q1: 15,516 shares 15,516 $1.5M 0.08% -203 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,596 shares; 2025Q1: 27,519 shares; 2025Q2: 27,877 shares; 2025Q3: 27,887 shares; 2025Q4: 27,905 shares; 2026Q1: 27,910 shares 27,910 $1.47M 0.08% +5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,332 shares; 2025Q1: 3,300 shares; 2025Q2: 3,297 shares; 2025Q3: 3,249 shares; 2025Q4: 5,195 shares; 2026Q1: 5,076 shares 5,076 $1.44M 0.08% -119 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,161 shares; 2025Q1: 2,109 shares; 2025Q2: 2,099 shares; 2025Q3: 2,079 shares; 2025Q4: 2,020 shares; 2026Q1: 2,031 shares 2,031 $1.42M 0.08% +11 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 20,996 shares; 2025Q1: 15,869 shares; 2025Q2: 17,688 shares; 2025Q3: 20,070 shares; 2025Q4: 28,907 shares; 2026Q1: 28,112 shares 28,112 $1.42M 0.08% -795 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 33,312 shares; 2025Q1: 32,565 shares; 2025Q2: 31,933 shares; 2025Q3: 31,475 shares; 2025Q4: 31,443 shares; 2026Q1: 30,200 shares 30,200 $1.41M 0.08% -1,243 Timeline IAPR 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: 58,267 shares; 2024Q4: 58,597 shares; 2025Q1: 53,632 shares; 2025Q2: 53,238 shares; 2025Q3: 51,703 shares; 2025Q4: 43,626 shares; 2026Q1: 43,220 shares 43,220 $1.37M 0.08% -406 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,655 shares; 2025Q3: 24,242 shares; 2025Q4: 50,290 shares; 2026Q1: 50,380 shares 50,380 $1.37M 0.08% +90 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: 1,117 shares; 2024Q4: 1,081 shares; 2025Q1: 1,206 shares; 2025Q2: 1,163 shares; 2025Q3: 2,761 shares; 2025Q4: 3,727 shares; 2026Q1: 3,816 shares 3,816 $1.36M 0.08% +89 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,333 shares; 2025Q1: 4,353 shares; 2025Q2: 4,336 shares; 2025Q3: 4,353 shares; 2025Q4: 4,205 shares; 2026Q1: 4,152 shares 4,152 $1.36M 0.08% -53 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 9,457 shares; 2025Q1: 11,299 shares; 2025Q2: 11,259 shares; 2025Q3: 10,778 shares; 2025Q4: 9,329 shares; 2026Q1: 9,277 shares 9,277 $1.35M 0.08% -52 Timeline UOCT 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: 7,363 shares; 2024Q4: 28,084 shares; 2025Q1: 28,084 shares; 2025Q2: 28,084 shares; 2025Q3: 13,337 shares; 2025Q4: 34,116 shares; 2026Q1: 34,116 shares 34,116 $1.3M 0.07% 0 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: 7,597 shares; 2024Q4: 8,014 shares; 2025Q1: 8,370 shares; 2025Q2: 13,744 shares; 2025Q3: 27,151 shares; 2025Q4: 27,791 shares; 2026Q1: 22,839 shares 22,839 $1.29M 0.07% -4,952 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: 4,501 shares; 2024Q4: 4,183 shares; 2025Q1: 3,787 shares; 2025Q2: 3,797 shares; 2025Q3: 3,814 shares; 2025Q4: 3,811 shares; 2026Q1: 3,676 shares 3,676 $1.29M 0.07% -135 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 33,110 shares; 2025Q1: 32,907 shares; 2025Q2: 27,390 shares; 2025Q3: 33,174 shares; 2025Q4: 33,174 shares; 2026Q1: 32,894 shares 32,894 $1.27M 0.07% -280 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: 9,827 shares; 2025Q1: 9,611 shares; 2025Q2: 9,531 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares; 2026Q1: 9,350 shares 9,350 $1.27M 0.07% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 17,075 shares; 2025Q1: 13,717 shares; 2025Q2: 12,617 shares; 2025Q3: 12,432 shares; 2025Q4: 14,261 shares; 2026Q1: 16,384 shares 16,384 $1.26M 0.07% +2,123 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: not reported; 2024Q4: not reported; 2025Q1: 55,951 shares; 2025Q2: 56,925 shares; 2025Q3: 56,725 shares; 2025Q4: 52,843 shares; 2026Q1: 3,559 shares 3,559 $1.2M 0.07% -49,284 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: 15,315 shares; 2024Q4: 15,200 shares; 2025Q1: 15,153 shares; 2025Q2: 14,169 shares; 2025Q3: 13,494 shares; 2025Q4: 13,212 shares; 2026Q1: 12,861 shares 12,861 $1.19M 0.07% -351 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: 1,683 shares; 2024Q4: 7,714 shares; 2025Q1: 7,714 shares; 2025Q2: 7,752 shares; 2025Q3: 7,714 shares; 2025Q4: 7,531 shares; 2026Q1: 7,394 shares 7,394 $1.19M 0.07% -137 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 5,665 shares; 2025Q1: 10,765 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares; 2025Q4: 22,730 shares; 2026Q1: 22,830 shares 22,830 $1.18M 0.07% +100 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: 10,454 shares; 2024Q4: 9,703 shares; 2025Q1: 9,563 shares; 2025Q2: 9,385 shares; 2025Q3: 9,335 shares; 2025Q4: 7,961 shares; 2026Q1: 8,011 shares 8,011 $1.16M 0.06% +50 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,311 shares; 2026Q1: 68,238 shares 68,238 $1.13M 0.06% -9,073 Timeline OPRT OPORTUN FINL CORP More: the full row for OPORTUN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,313 shares; 2024Q4: 172,910 shares; 2025Q1: 196,543 shares; 2025Q2: 196,543 shares; 2025Q3: 196,543 shares; 2025Q4: 196,543 shares; 2026Q1: 243,575 shares 243,575 $1.12M 0.06% +47,032 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: 16,391 shares; 2024Q4: 14,576 shares; 2025Q1: 14,612 shares; 2025Q2: 14,672 shares; 2025Q3: 14,696 shares; 2025Q4: 15,024 shares; 2026Q1: 14,723 shares 14,723 $1.12M 0.06% -301 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: 1,336 shares; 2024Q4: 1,334 shares; 2025Q1: 1,375 shares; 2025Q2: 1,329 shares; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares; 2026Q1: 1,312 shares 1,312 $1.11M 0.06% -1 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: 9,078 shares; 2024Q4: 12,232 shares; 2025Q1: 12,399 shares; 2025Q2: 14,901 shares; 2025Q3: 14,119 shares; 2025Q4: 12,742 shares; 2026Q1: 13,812 shares 13,812 $1.1M 0.06% +1,070 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: 5,427 shares; 2024Q4: 5,244 shares; 2025Q1: 5,345 shares; 2025Q2: 5,207 shares; 2025Q3: 4,909 shares; 2025Q4: 4,909 shares; 2026Q1: 4,813 shares 4,813 $1.09M 0.06% -96 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,452 shares; 2025Q1: 7,056 shares; 2025Q2: 6,985 shares; 2025Q3: 7,046 shares; 2025Q4: 7,446 shares; 2026Q1: 7,249 shares 7,249 $1.07M 0.06% -197 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,399 shares; 2025Q1: 3,231 shares; 2025Q2: 3,050 shares; 2025Q3: 3,068 shares; 2025Q4: 3,077 shares; 2026Q1: 3,103 shares 3,103 $1.06M 0.06% +26 Timeline REMX 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: 9,902 shares; 2026Q1: 11,852 shares 11,852 $1.04M 0.06% +1,950 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: not reported; 2024Q4: 796 shares; 2025Q1: 888 shares; 2025Q2: 989 shares; 2025Q3: 986 shares; 2025Q4: 1,169 shares; 2026Q1: 1,181 shares 1,181 $1.03M 0.06% +12 Timeline RZG 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: 18,309 shares; 2024Q4: 18,837 shares; 2025Q1: 18,405 shares; 2025Q2: 18,816 shares; 2025Q3: 18,814 shares; 2025Q4: 18,815 shares; 2026Q1: 17,921 shares 17,921 $1.02M 0.06% -894 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,191 shares; 2024Q4: 12,197 shares; 2025Q1: 10,400 shares; 2025Q2: 8,755 shares; 2025Q3: 8,320 shares; 2025Q4: 8,290 shares; 2026Q1: 8,427 shares 8,427 $1.01M 0.06% +137 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: 17,858 shares; 2024Q4: 15,658 shares; 2025Q1: 14,485 shares; 2025Q2: 14,185 shares; 2025Q3: 13,739 shares; 2025Q4: 13,342 shares; 2026Q1: 12,988 shares 12,988 $1.01M 0.06% -354 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 981 shares; 2025Q1: 1,907 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,640 shares; 2026Q1: 1,630 shares 1,630 $1.01M 0.06% -10 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 29,283 shares; 2025Q3: 29,280 shares; 2025Q4: 28,180 shares; 2026Q1: 28,180 shares 28,180 $1M 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,846 shares; 2025Q1: 6,104 shares; 2025Q2: 5,967 shares; 2025Q3: 5,961 shares; 2025Q4: 5,845 shares; 2026Q1: 5,981 shares 5,981 $984K 0.06% +136 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,414 shares; 2024Q4: 77,018 shares; 2025Q1: 8,906 shares; 2025Q2: 15,541 shares; 2025Q3: 21,126 shares; 2025Q4: 21,397 shares; 2026Q1: 21,015 shares 21,015 $975K 0.05% -382 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: 13,967 shares; 2024Q4: 12,223 shares; 2025Q1: 49,420 shares; 2025Q2: 44,364 shares; 2025Q3: 44,773 shares; 2025Q4: 43,982 shares; 2026Q1: 6,150 shares 6,150 $955K 0.05% -37,832 Timeline XYLD 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: 26,631 shares; 2024Q4: 26,450 shares; 2025Q1: 25,846 shares; 2025Q2: 25,286 shares; 2025Q3: 25,301 shares; 2025Q4: 24,260 shares; 2026Q1: 24,278 shares 24,278 $950K 0.05% +18 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 10,378 shares; 2025Q1: 10,101 shares; 2025Q2: 10,051 shares; 2025Q3: 9,961 shares; 2025Q4: 9,961 shares; 2026Q1: 9,869 shares 9,869 $935K 0.05% -92 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: 2,202 shares; 2024Q4: 2,351 shares; 2025Q1: 2,441 shares; 2025Q2: 2,619 shares; 2025Q3: 3,105 shares; 2025Q4: 2,996 shares; 2026Q1: 2,995 shares 2,995 $931K 0.05% -1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,957 shares; 2025Q3: 8,977 shares; 2025Q4: 9,017 shares; 2026Q1: 8,709 shares 8,709 $928K 0.05% -308 Timeline POCT 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: 21,377 shares; 2025Q4: 21,546 shares; 2026Q1: 20,862 shares 20,862 $899K 0.05% -684 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 25,100 shares; 2025Q1: 28,085 shares; 2025Q2: 32,012 shares; 2025Q3: 36,397 shares; 2025Q4: 38,670 shares; 2026Q1: 7,798 shares 7,798 $868K 0.05% -30,872 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,588 shares; 2026Q1: 17,588 shares 17,588 $860K 0.05% 0 Timeline IJAN 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: 29,950 shares; 2024Q4: 29,931 shares; 2025Q1: 34,259 shares; 2025Q2: 32,740 shares; 2025Q3: 26,143 shares; 2025Q4: 25,158 shares; 2026Q1: 23,643 shares 23,643 $858K 0.05% -1,515 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,009 shares; 2025Q1: 19,089 shares; 2025Q2: 17,304 shares; 2025Q3: 17,308 shares; 2025Q4: 17,311 shares; 2026Q1: 17,314 shares 17,314 $839K 0.05% +3 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: 10,486 shares; 2024Q4: 10,486 shares; 2025Q1: 11,156 shares; 2025Q2: 11,392 shares; 2025Q3: 11,475 shares; 2025Q4: 11,494 shares; 2026Q1: 11,495 shares 11,495 $837K 0.05% +1 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,672 shares; 2025Q1: 22,221 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,243 shares; 2026Q1: 13,166 shares 13,166 $822K 0.05% -77 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,040 shares; 2026Q1: 21,855 shares 21,855 $815K 0.05% -185 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: 3,985 shares; 2024Q4: 4,270 shares; 2025Q1: 4,251 shares; 2025Q2: 4,261 shares; 2025Q3: 4,309 shares; 2025Q4: 4,479 shares; 2026Q1: 3,943 shares 3,943 $802K 0.04% -536 Timeline BBAG 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: 448,419 shares; 2024Q4: 486,936 shares; 2025Q1: 32,050 shares; 2025Q2: 27,414 shares; 2025Q3: 24,624 shares; 2025Q4: 21,963 shares; 2026Q1: 17,334 shares 17,334 $800K 0.04% -4,629 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,107 shares; 2024Q4: 17,987 shares; 2025Q1: 18,040 shares; 2025Q2: 18,379 shares; 2025Q3: 18,211 shares; 2025Q4: 16,818 shares; 2026Q1: 14,282 shares 14,282 $797K 0.04% -2,536 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 9,668 shares; 2025Q2: 9,675 shares; 2025Q3: 9,697 shares; 2025Q4: 9,807 shares; 2026Q1: 9,809 shares 9,809 $796K 0.04% +2 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,204 shares; 2024Q4: 19,004 shares; 2025Q1: 16,675 shares; 2025Q2: 16,689 shares; 2025Q3: 16,407 shares; 2025Q4: 16,331 shares; 2026Q1: 16,286 shares 16,286 $789K 0.04% -45 Timeline KAPR 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: 12,332 shares; 2024Q4: 11,040 shares; 2025Q1: 10,193 shares; 2025Q2: 27,934 shares; 2025Q3: 26,842 shares; 2025Q4: 25,556 shares; 2026Q1: 21,630 shares 21,630 $784K 0.04% -3,926 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 4,449 shares; 2026Q1: 4,300 shares 4,300 $782K 0.04% -149 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,463 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares; 2026Q1: 9,350 shares 9,350 $781K 0.04% 0 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: 4,439 shares; 2024Q4: 4,327 shares; 2025Q1: 4,419 shares; 2025Q2: 3,980 shares; 2025Q3: 4,075 shares; 2025Q4: 3,919 shares; 2026Q1: 3,768 shares 3,768 $780K 0.04% -151 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,626 shares; 2025Q4: 12,083 shares; 2026Q1: 16,065 shares 16,065 $778K 0.04% +3,982 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: 5,952 shares; 2024Q4: 10,010 shares; 2025Q1: 10,431 shares; 2025Q2: 10,846 shares; 2025Q3: 10,874 shares; 2025Q4: 9,936 shares; 2026Q1: 10,156 shares 10,156 $777K 0.04% +220 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,028 shares; 2025Q1: 24,103 shares; 2025Q2: 22,247 shares; 2025Q3: 22,247 shares; 2025Q4: 17,262 shares; 2026Q1: 14,785 shares 14,785 $773K 0.04% -2,477 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: not reported; 2024Q4: 8,869 shares; 2025Q1: 8,957 shares; 2025Q2: 11,709 shares; 2025Q3: 13,824 shares; 2025Q4: 12,149 shares; 2026Q1: 11,329 shares 11,329 $772K 0.04% -820 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,085 shares; 2025Q4: 1,087 shares; 2026Q1: 1,054 shares 1,054 $767K 0.04% -33 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: 3,254 shares; 2024Q4: 5,000 shares; 2025Q1: 4,913 shares; 2025Q2: 4,919 shares; 2025Q3: 4,910 shares; 2025Q4: 4,544 shares; 2026Q1: 4,512 shares 4,512 $746K 0.04% -32 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: 6,319 shares; 2024Q4: 7,200 shares; 2025Q1: 6,338 shares; 2025Q2: 5,718 shares; 2025Q3: 8,124 shares; 2025Q4: 9,106 shares; 2026Q1: 9,018 shares 9,018 $745K 0.04% -88 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,523 shares; 2025Q1: 3,180 shares; 2025Q2: 3,114 shares; 2025Q3: 3,092 shares; 2025Q4: 2,457 shares; 2026Q1: 2,553 shares 2,553 $745K 0.04% +96 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: 13,128 shares; 2025Q2: 23,482 shares; 2025Q3: 24,426 shares; 2025Q4: 24,870 shares; 2026Q1: 24,775 shares 24,775 $743K 0.04% -95 Timeline RSPT 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: 16,863 shares; 2024Q4: 16,863 shares; 2025Q1: 16,352 shares; 2025Q2: 16,354 shares; 2025Q3: 16,355 shares; 2025Q4: 16,357 shares; 2026Q1: 16,289 shares 16,289 $737K 0.04% -68 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,973 shares; 2024Q4: 24,204 shares; 2025Q1: 21,093 shares; 2025Q2: 19,901 shares; 2025Q3: 16,656 shares; 2025Q4: 10,282 shares; 2026Q1: 11,113 shares 11,113 $724K 0.04% +831 Timeline GPIQ 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: 14,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $715K 0.04% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 10,178 shares; 2025Q1: 11,301 shares; 2025Q2: 11,363 shares; 2025Q3: 11,159 shares; 2025Q4: 11,157 shares; 2026Q1: 11,216 shares 11,216 $704K 0.04% +59 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,551 shares; 2024Q4: 13,633 shares; 2025Q1: 14,302 shares; 2025Q2: 14,211 shares; 2025Q3: 14,538 shares; 2025Q4: 14,530 shares; 2026Q1: 14,272 shares 14,272 $696K 0.04% -258 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,524 shares; 2024Q4: 48,679 shares; 2025Q1: 43,405 shares; 2025Q2: 41,380 shares; 2025Q3: 40,691 shares; 2025Q4: 39,174 shares; 2026Q1: 38,567 shares 38,567 $685K 0.04% -607 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: 7,425 shares; 2024Q4: 7,316 shares; 2025Q1: 7,039 shares; 2025Q2: 6,558 shares; 2025Q3: 6,430 shares; 2025Q4: 12,283 shares; 2026Q1: 11,148 shares 11,148 $683K 0.04% -1,135 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 10,073 shares; 2025Q1: 9,531 shares; 2025Q2: 9,513 shares; 2025Q3: 8,736 shares; 2025Q4: 8,629 shares; 2026Q1: 8,622 shares 8,622 $682K 0.04% -7 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: 5,414 shares; 2024Q4: 5,414 shares; 2025Q1: 5,909 shares; 2025Q2: 5,861 shares; 2025Q3: 5,954 shares; 2025Q4: 6,000 shares; 2026Q1: 6,009 shares 6,009 $680K 0.04% +9 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,190 shares; 2024Q4: 10,956 shares; 2025Q1: 11,064 shares; 2025Q2: 10,755 shares; 2025Q3: 10,912 shares; 2025Q4: 11,220 shares; 2026Q1: 10,825 shares 10,825 $677K 0.04% -395 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: 5,635 shares; 2024Q4: 5,903 shares; 2025Q1: 5,906 shares; 2025Q2: 6,116 shares; 2025Q3: 8,078 shares; 2025Q4: 5,638 shares; 2026Q1: 5,533 shares 5,533 $671K 0.04% -105 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 2,110 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,232 shares; 2025Q4: 2,052 shares; 2026Q1: 2,209 shares 2,209 $668K 0.04% +157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares; 2026Q1: 13,303 shares 13,303 $664K 0.04% +7,256 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 2,174 shares; 2025Q1: 2,194 shares; 2025Q2: 2,244 shares; 2025Q3: 2,284 shares; 2025Q4: 2,375 shares; 2026Q1: 2,363 shares 2,363 $660K 0.04% -12 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,095 shares; 2025Q1: 9,194 shares; 2025Q2: 9,108 shares; 2025Q3: 9,230 shares; 2025Q4: 9,226 shares; 2026Q1: 9,239 shares 9,239 $644K 0.04% +13 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 387 shares; 2025Q2: 374 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $644K 0.04% 0 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: 9,665 shares; 2024Q4: 9,183 shares; 2025Q1: 8,994 shares; 2025Q2: 8,002 shares; 2025Q3: 8,081 shares; 2025Q4: 8,312 shares; 2026Q1: 8,110 shares 8,110 $643K 0.04% -202 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: 3,393 shares; 2024Q4: 2,711 shares; 2025Q1: 2,630 shares; 2025Q2: 2,610 shares; 2025Q3: 2,678 shares; 2025Q4: 2,401 shares; 2026Q1: 3,347 shares 3,347 $642K 0.04% +946 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 7,171 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 6,942 shares; 2026Q1: 6,592 shares 6,592 $636K 0.04% -350 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 7,963 shares 7,963 $636K 0.04% +2,866 Timeline NLR 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: 2,491 shares; 2025Q3: 3,095 shares; 2025Q4: 4,691 shares; 2026Q1: 4,775 shares 4,775 $636K 0.04% +84 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,481 shares; 2025Q1: 1,564 shares; 2025Q2: 1,537 shares; 2025Q3: 1,563 shares; 2025Q4: 1,638 shares; 2026Q1: 1,659 shares 1,659 $636K 0.04% +21 Timeline GINN 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: 281,036 shares; 2024Q4: 283,174 shares; 2025Q1: 16,673 shares; 2025Q2: 14,843 shares; 2025Q3: 13,837 shares; 2025Q4: 13,886 shares; 2026Q1: 9,159 shares 9,159 $626K 0.04% -4,727 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 5,564 shares; 2026Q1: 5,570 shares 5,570 $624K 0.04% +6 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: not reported; 2024Q4: 3,729 shares; 2025Q1: 4,256 shares; 2025Q2: 3,348 shares; 2025Q3: 3,910 shares; 2025Q4: 4,034 shares; 2026Q1: 4,263 shares 4,263 $624K 0.03% +229 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,058 shares; 2025Q1: 7,857 shares; 2025Q2: 7,574 shares; 2025Q3: 7,502 shares; 2025Q4: 6,847 shares; 2026Q1: 6,001 shares 6,001 $620K 0.03% -846 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: 21,559 shares; 2024Q4: 20,638 shares; 2025Q1: 19,583 shares; 2025Q2: 16,307 shares; 2025Q3: 14,068 shares; 2025Q4: 11,925 shares; 2026Q1: 11,583 shares 11,583 $611K 0.03% -342 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: 1,253 shares; 2025Q2: 1,244 shares; 2025Q3: 2,496 shares; 2025Q4: 2,419 shares; 2026Q1: 2,408 shares 2,408 $597K 0.03% -11 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,636 shares; 2024Q4: 14,798 shares; 2025Q1: 26,391 shares; 2025Q2: 25,325 shares; 2025Q3: 25,458 shares; 2025Q4: 23,957 shares; 2026Q1: 23,972 shares 23,972 $594K 0.03% +15 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,261 shares; 2025Q4: 1,331 shares; 2026Q1: 1,368 shares 1,368 $583K 0.03% +37 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: 370,336 shares; 2024Q4: 416,939 shares; 2025Q1: 17,963 shares; 2025Q2: 17,016 shares; 2025Q3: 15,448 shares; 2025Q4: 15,441 shares; 2026Q1: 12,733 shares 12,733 $581K 0.03% -2,708 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 10,467 shares; 2025Q1: 10,183 shares; 2025Q2: 10,865 shares; 2025Q3: 12,010 shares; 2025Q4: 11,341 shares; 2026Q1: 11,559 shares 11,559 $574K 0.03% +218 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,416 shares; 2025Q1: 4,213 shares; 2025Q2: 4,195 shares; 2025Q3: 4,987 shares; 2025Q4: 5,425 shares; 2026Q1: 5,264 shares 5,264 $574K 0.03% -161 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares; 2026Q1: 2,119 shares 2,119 $573K 0.03% -420 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,274 shares; 2025Q2: 3,272 shares; 2025Q3: 2,883 shares; 2025Q4: 2,278 shares; 2026Q1: 2,045 shares 2,045 $563K 0.03% -233 Timeline BNDI 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: 7,768 shares; 2025Q2: 9,248 shares; 2025Q3: 10,330 shares; 2025Q4: 10,523 shares; 2026Q1: 11,835 shares 11,835 $559K 0.03% +1,312 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,087 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares; 2026Q1: 5,080 shares 5,080 $558K 0.03% -10 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 8,255 shares; 2025Q4: 15,592 shares; 2026Q1: 16,831 shares 16,831 $557K 0.03% +1,239 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: 8,161 shares; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 8,129 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares; 2026Q1: 8,136 shares 8,136 $554K 0.03% +7 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 4,039 shares; 2025Q1: 3,100 shares; 2025Q2: 2,968 shares; 2025Q3: 4,078 shares; 2025Q4: 3,969 shares; 2026Q1: 3,955 shares 3,955 $547K 0.03% -14 Timeline ISEP 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: 19,137 shares; 2024Q4: 19,496 shares; 2025Q1: 21,068 shares; 2025Q2: 16,815 shares; 2025Q3: 16,652 shares; 2025Q4: 16,652 shares; 2026Q1: 16,652 shares 16,652 $546K 0.03% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,989 shares; 2025Q4: 8,771 shares; 2026Q1: 9,848 shares 9,848 $540K 0.03% +1,077 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: 5,235 shares; 2024Q4: 5,270 shares; 2025Q1: 5,443 shares; 2025Q2: 5,354 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares; 2026Q1: 5,883 shares 5,883 $533K 0.03% +516 Timeline SCMB 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: 12,280 shares; 2024Q4: 24,560 shares; 2025Q1: 24,560 shares; 2025Q2: 20,644 shares; 2025Q3: 20,663 shares; 2025Q4: 20,687 shares; 2026Q1: 20,699 shares 20,699 $527K 0.03% +12 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 17,438 shares; 2025Q1: 17,246 shares; 2025Q2: 15,091 shares; 2025Q3: 14,539 shares; 2025Q4: 13,036 shares; 2026Q1: 12,744 shares 12,744 $520K 0.03% -292 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: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,380 shares; 2025Q4: 2,383 shares; 2026Q1: 2,435 shares 2,435 $520K 0.03% +52 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 17,360 shares; 2025Q1: 17,360 shares; 2025Q2: 17,360 shares; 2025Q3: 17,360 shares; 2025Q4: 17,360 shares; 2026Q1: 17,360 shares 17,360 $511K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 2,324 shares 2,324 $508K 0.03% -51 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 6,610 shares; 2025Q3: 6,460 shares; 2025Q4: 7,086 shares; 2026Q1: 6,947 shares 6,947 $508K 0.03% -139 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: 12,162 shares; 2024Q4: 10,763 shares; 2025Q1: 10,309 shares; 2025Q2: 10,856 shares; 2025Q3: 10,493 shares; 2025Q4: 11,379 shares; 2026Q1: 10,109 shares 10,109 $507K 0.03% -1,270 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,097 shares; 2025Q4: 8,331 shares; 2026Q1: 10,855 shares 10,855 $507K 0.03% +2,524 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: 6,390 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares; 2025Q4: 6,683 shares; 2026Q1: 6,683 shares 6,683 $506K 0.03% 0 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: 3,395 shares; 2024Q4: 3,400 shares; 2025Q1: 3,356 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,165 shares; 2026Q1: 3,090 shares 3,090 $500K 0.03% -75 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,034 shares; 2025Q1: 6,974 shares; 2025Q2: 23,691 shares; 2025Q3: 17,903 shares; 2025Q4: 13,802 shares; 2026Q1: 13,385 shares 13,385 $498K 0.03% -417 Timeline IAUG 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: 17,819 shares; 2024Q4: 17,819 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares; 2026Q1: 17,120 shares 17,120 $491K 0.03% 0 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: 6,201 shares; 2024Q4: 7,654 shares; 2025Q1: 7,675 shares; 2025Q2: 7,634 shares; 2025Q3: 7,661 shares; 2025Q4: 7,407 shares; 2026Q1: 7,423 shares 7,423 $490K 0.03% +16 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,886 shares; 2025Q2: 1,729 shares; 2025Q3: 1,604 shares; 2025Q4: 1,489 shares; 2026Q1: 1,405 shares 1,405 $480K 0.03% -84 Timeline RSPF 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: 7,670 shares; 2024Q4: 7,106 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,689 shares; 2025Q4: 6,689 shares; 2026Q1: 6,680 shares 6,680 $477K 0.03% -9 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: 7,697 shares; 2025Q1: 8,801 shares; 2025Q2: 12,751 shares; 2025Q3: 12,787 shares; 2025Q4: 12,951 shares; 2026Q1: 13,161 shares 13,161 $472K 0.03% +210 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: 3,982 shares; 2024Q4: 3,978 shares; 2025Q1: 3,859 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,872 shares; 2026Q1: 3,872 shares 3,872 $468K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,504 shares; 2025Q1: 11,439 shares; 2025Q2: 9,385 shares; 2025Q3: 9,406 shares; 2025Q4: 8,865 shares; 2026Q1: 8,860 shares 8,860 $461K 0.03% -5 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 8,322 shares; 2025Q4: 9,715 shares; 2026Q1: 9,080 shares 9,080 $452K 0.03% -635 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: 3,467 shares; 2025Q1: 3,529 shares; 2025Q2: 3,492 shares; 2025Q3: 3,501 shares; 2025Q4: 3,504 shares; 2026Q1: 3,672 shares 3,672 $451K 0.03% +168 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,980 shares; 2025Q2: 2,754 shares; 2025Q3: 2,829 shares; 2025Q4: 2,810 shares; 2026Q1: 2,559 shares 2,559 $432K 0.02% -251 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 23,300 shares; 2025Q1: 17,362 shares; 2025Q2: 16,289 shares; 2025Q3: 15,818 shares; 2025Q4: 15,804 shares; 2026Q1: 13,881 shares 13,881 $430K 0.02% -1,923 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 493 shares; 2026Q1: 494 shares 494 $427K 0.02% +1 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 4,552 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,953 shares 3,953 $424K 0.02% +2 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 10,852 shares; 2025Q1: 10,869 shares; 2025Q2: 10,845 shares; 2025Q3: 10,888 shares; 2025Q4: 10,992 shares; 2026Q1: 10,217 shares 10,217 $414K 0.02% -775 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 140,546 shares; 2025Q1: 17,133 shares; 2025Q2: 16,084 shares; 2025Q3: 14,955 shares; 2025Q4: 14,936 shares; 2026Q1: 14,236 shares 14,236 $414K 0.02% -700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,792 shares; 2026Q1: 8,836 shares 8,836 $412K 0.02% +2,044 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: 4,403 shares; 2024Q4: 4,468 shares; 2025Q1: 4,343 shares; 2025Q2: 3,981 shares; 2025Q3: 4,164 shares; 2025Q4: 4,079 shares; 2026Q1: 4,289 shares 4,289 $409K 0.02% +210 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,615 shares; 2025Q1: 1,548 shares; 2025Q2: 1,558 shares; 2025Q3: 1,419 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares 1,421 $408K 0.02% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,708 shares; 2026Q1: 3,710 shares 3,710 $404K 0.02% +2 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: 39,023 shares; 2024Q4: 39,916 shares; 2025Q1: 3,122 shares; 2025Q2: 2,592 shares; 2025Q3: 2,451 shares; 2025Q4: 2,288 shares; 2026Q1: 2,209 shares 2,209 $402K 0.02% -79 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 3,136 shares; 2025Q2: 3,129 shares; 2025Q3: 2,793 shares; 2025Q4: 2,777 shares; 2026Q1: 2,773 shares 2,773 $402K 0.02% -4 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: 15,148 shares; 2024Q4: 11,561 shares; 2025Q1: 9,974 shares; 2025Q2: 10,517 shares; 2025Q3: 9,414 shares; 2025Q4: 9,207 shares; 2026Q1: 9,078 shares 9,078 $401K 0.02% -129 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: 6,329 shares; 2024Q4: 6,100 shares; 2025Q1: 5,897 shares; 2025Q2: 5,833 shares; 2025Q3: 5,621 shares; 2025Q4: 5,181 shares; 2026Q1: 4,470 shares 4,470 $400K 0.02% -711 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,607 shares; 2026Q1: 1,602 shares 1,602 $400K 0.02% -5 Timeline PJAN 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: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 7,924 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares; 2026Q1: 8,624 shares 8,624 $398K 0.02% +700 Timeline FNDE 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: 6,924 shares; 2025Q4: 10,337 shares; 2026Q1: 10,298 shares 10,298 $394K 0.02% -39 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: 776 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 699 shares; 2025Q3: 764 shares; 2025Q4: 736 shares; 2026Q1: 692 shares 692 $390K 0.02% -44 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 10,213 shares; 2025Q1: 9,773 shares; 2025Q2: 8,865 shares; 2025Q3: 8,873 shares; 2025Q4: 8,674 shares; 2026Q1: 8,270 shares 8,270 $389K 0.02% -404 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: 6,313 shares; 2024Q4: 5,909 shares; 2025Q1: 5,251 shares; 2025Q2: 4,999 shares; 2025Q3: 5,060 shares; 2025Q4: 4,901 shares; 2026Q1: 4,025 shares 4,025 $388K 0.02% -876 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: 3,065 shares; 2024Q4: 3,027 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 2,443 shares; 2025Q4: 2,628 shares; 2026Q1: 2,626 shares 2,626 $383K 0.02% -2 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $375K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,902 shares; 2025Q1: 1,870 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,837 shares; 2026Q1: 1,789 shares 1,789 $369K 0.02% -48 Timeline TSPA 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: 15,635 shares; 2024Q4: 12,323 shares; 2025Q1: 10,438 shares; 2025Q2: 9,347 shares; 2025Q3: 9,347 shares; 2025Q4: 8,991 shares; 2026Q1: 8,991 shares 8,991 $368K 0.02% 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: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,708 shares; 2025Q4: 7,584 shares; 2026Q1: 7,470 shares 7,470 $366K 0.02% -114 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772 shares; 2026Q1: 4,828 shares 4,828 $363K 0.02% +56 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: 236 shares; 2025Q1: 323 shares; 2025Q2: 343 shares; 2025Q3: 354 shares; 2025Q4: 400 shares; 2026Q1: 377 shares 377 $362K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares; 2026Q1: 3,180 shares 3,180 $361K 0.02% +695 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 442 shares; 2025Q1: 347 shares; 2025Q2: 339 shares; 2025Q3: 338 shares; 2025Q4: 339 shares; 2026Q1: 330 shares 330 $360K 0.02% -9 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,398 shares; 2025Q1: 2,356 shares; 2025Q2: 2,209 shares; 2025Q3: 2,198 shares; 2025Q4: 2,139 shares; 2026Q1: 2,088 shares 2,088 $359K 0.02% -51 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,180 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,300 shares; 2025Q4: 1,440 shares; 2026Q1: 1,260 shares 1,260 $357K 0.02% -180 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,624 shares; 2024Q4: 8,265 shares; 2025Q1: 6,307 shares; 2025Q2: 6,102 shares; 2025Q3: 6,110 shares; 2025Q4: 4,984 shares; 2026Q1: 5,363 shares 5,363 $357K 0.02% +379 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 910 shares 910 $357K 0.02% +77 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,360 shares; 2026Q1: 6,297 shares 6,297 $356K 0.02% +937 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,659 shares; 2026Q1: 18,659 shares 18,659 $348K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,129 shares; 2025Q1: 7,928 shares; 2025Q2: 6,911 shares; 2025Q3: 6,344 shares; 2025Q4: 5,922 shares; 2026Q1: 5,340 shares 5,340 $347K 0.02% -582 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,317 shares; 2025Q2: 1,215 shares; 2025Q3: 1,200 shares; 2025Q4: 1,201 shares; 2026Q1: 1,597 shares 1,597 $347K 0.02% +396 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,132 shares; 2025Q1: 7,093 shares; 2025Q2: 7,114 shares; 2025Q3: 7,064 shares; 2025Q4: 7,048 shares; 2026Q1: 7,049 shares 7,049 $346K 0.02% +1 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: 5,114 shares; 2024Q4: 5,096 shares; 2025Q1: 4,258 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares; 2025Q4: 4,085 shares; 2026Q1: 4,040 shares 4,040 $344K 0.02% -45 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,609 shares; 2025Q4: 20,037 shares; 2026Q1: 19,932 shares 19,932 $342K 0.02% -105 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: 1,562 shares; 2024Q4: 1,528 shares; 2025Q1: 1,532 shares; 2025Q2: 1,484 shares; 2025Q3: 1,460 shares; 2025Q4: 1,493 shares; 2026Q1: 1,482 shares 1,482 $341K 0.02% -11 Timeline FDD 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: 21,080 shares; 2024Q4: 15,305 shares; 2025Q1: 15,875 shares; 2025Q2: 16,543 shares; 2025Q3: 19,304 shares; 2025Q4: 20,124 shares; 2026Q1: 19,119 shares 19,119 $341K 0.02% -1,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 486 shares; 2026Q1: 499 shares 499 $340K 0.02% +13 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 24,313 shares; 2025Q1: 14,892 shares; 2025Q2: 13,131 shares; 2025Q3: 12,654 shares; 2025Q4: 10,688 shares; 2026Q1: 9,707 shares 9,707 $340K 0.02% -981 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,031 shares; 2025Q2: 1,022 shares; 2025Q3: 1,018 shares; 2025Q4: 1,305 shares; 2026Q1: 1,299 shares 1,299 $338K 0.02% -6 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: 8,989 shares; 2024Q4: 7,327 shares; 2025Q1: 7,766 shares; 2025Q2: 7,265 shares; 2025Q3: 7,235 shares; 2025Q4: 7,124 shares; 2026Q1: 6,975 shares 6,975 $335K 0.02% -149 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,057 shares; 2025Q1: 4,057 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares 4,059 $335K 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,494 shares; 2024Q4: 66,321 shares; 2025Q1: 67,353 shares; 2025Q2: 67,955 shares; 2025Q3: 67,953 shares; 2025Q4: 67,688 shares; 2026Q1: 3,128 shares 3,128 $334K 0.02% -64,560 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: not reported; 2024Q4: 864 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 1,016 shares; 2025Q4: 966 shares; 2026Q1: 834 shares 834 $332K 0.02% -132 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: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,534 shares; 2025Q3: 1,586 shares; 2025Q4: 1,592 shares; 2026Q1: 1,720 shares 1,720 $332K 0.02% +128 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: 3,776 shares; 2025Q2: 3,779 shares; 2025Q3: 3,518 shares; 2025Q4: 3,519 shares; 2026Q1: 3,518 shares 3,518 $327K 0.02% -1 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: 2,267 shares; 2024Q4: 2,245 shares; 2025Q1: 2,273 shares; 2025Q2: 2,141 shares; 2025Q3: 1,997 shares; 2025Q4: 1,967 shares; 2026Q1: 1,739 shares 1,739 $325K 0.02% -228 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 11,716 shares; 2025Q1: 12,415 shares; 2025Q2: 12,509 shares; 2025Q3: 12,859 shares; 2025Q4: 12,950 shares; 2026Q1: 12,900 shares 12,900 $324K 0.02% -50 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,440 shares; 2025Q1: 5,275 shares; 2025Q2: 5,251 shares; 2025Q3: 5,402 shares; 2025Q4: 5,421 shares; 2026Q1: 5,229 shares 5,229 $320K 0.02% -192 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 13,417 shares; 2025Q2: 7,775 shares; 2025Q3: 7,413 shares; 2025Q4: 7,295 shares; 2026Q1: 7,519 shares 7,519 $320K 0.02% +224 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: 1,104 shares; 2024Q4: 1,176 shares; 2025Q1: 1,181 shares; 2025Q2: 1,155 shares; 2025Q3: 1,159 shares; 2025Q4: 1,168 shares; 2026Q1: 1,162 shares 1,162 $316K 0.02% -6 Timeline INOV 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: 9,100 shares; 2026Q1: 9,100 shares 9,100 $316K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,767 shares; 2025Q1: 3,785 shares; 2025Q2: 3,788 shares; 2025Q3: 3,791 shares; 2025Q4: 2,949 shares; 2026Q1: 2,966 shares 2,966 $315K 0.02% +17 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: 7,084 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,974 shares; 2025Q4: 6,115 shares; 2026Q1: 6,129 shares 6,129 $311K 0.02% +14 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,944 shares; 2024Q4: 21,993 shares; 2025Q1: 21,860 shares; 2025Q2: 16,274 shares; 2025Q3: 15,758 shares; 2025Q4: 25,982 shares; 2026Q1: 26,968 shares 26,968 $311K 0.02% +986 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,244 shares; 2025Q1: 5,242 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,237 shares; 2026Q1: 5,027 shares 5,027 $311K 0.02% -210 Timeline IMAR 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: 11,946 shares; 2025Q2: 11,812 shares; 2025Q3: 11,784 shares; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares 10,667 $310K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares; 2026Q1: 3,316 shares 3,316 $309K 0.02% -210 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: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 5,768 shares; 2025Q3: 5,801 shares; 2025Q4: 5,724 shares; 2026Q1: 5,650 shares 5,650 $306K 0.02% -74 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,630 shares; 2025Q4: 3,634 shares; 2026Q1: 3,881 shares 3,881 $305K 0.02% +247 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 22,791 shares; 2025Q1: 12,810 shares; 2025Q2: 12,797 shares; 2025Q3: 12,386 shares; 2025Q4: 10,639 shares; 2026Q1: 9,979 shares 9,979 $298K 0.02% -660 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: 132,197 shares; 2024Q4: 131,600 shares; 2025Q1: 7,893 shares; 2025Q2: 5,377 shares; 2025Q3: 4,679 shares; 2025Q4: 3,753 shares; 2026Q1: 3,436 shares 3,436 $298K 0.02% -317 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: 28,605 shares; 2024Q4: 19,603 shares; 2025Q1: 16,678 shares; 2025Q2: 14,888 shares; 2025Q3: 14,665 shares; 2025Q4: 11,483 shares; 2026Q1: 10,548 shares 10,548 $296K 0.02% -935 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares; 2026Q1: 2,850 shares 2,850 $295K 0.02% -24 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: 1,642 shares; 2024Q4: 1,576 shares; 2025Q1: 1,427 shares; 2025Q2: 1,397 shares; 2025Q3: 1,316 shares; 2025Q4: 1,242 shares; 2026Q1: 1,068 shares 1,068 $289K 0.02% -174 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,726 shares; 2025Q2: 252,186 shares; 2025Q3: 255,475 shares; 2025Q4: 252,566 shares; 2026Q1: 6,813 shares 6,813 $289K 0.02% -245,753 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: 3,840 shares; 2024Q4: 4,340 shares; 2025Q1: 4,443 shares; 2025Q2: 3,908 shares; 2025Q3: 5,305 shares; 2025Q4: 5,225 shares; 2026Q1: 5,161 shares 5,161 $287K 0.02% -64 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 7,770 shares; 2025Q3: 7,681 shares; 2025Q4: 8,500 shares; 2026Q1: 8,111 shares 8,111 $284K 0.02% -389 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,387 shares; 2025Q4: 1,390 shares; 2026Q1: 1,392 shares 1,392 $284K 0.02% +2 Timeline DES 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: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,874 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares 7,874 $283K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,034 shares; 2025Q1: 4,116 shares; 2025Q2: 3,828 shares; 2025Q3: 3,579 shares; 2025Q4: 3,583 shares; 2026Q1: 3,585 shares 3,585 $281K 0.02% +2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,396 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,358 shares 1,358 $279K 0.02% +7 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 10,246 shares; 2025Q1: 11,076 shares; 2025Q2: 12,691 shares; 2025Q3: 13,244 shares; 2025Q4: 10,629 shares; 2026Q1: 11,042 shares 11,042 $277K 0.02% +413 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: 3,610 shares; 2024Q4: 3,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 3,858 shares; 2026Q1: 3,918 shares 3,918 $275K 0.02% +60 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $274K 0.02% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 6,008 shares; 2025Q1: 5,199 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares 4,141 $273K 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,326 shares; 2025Q1: 3,276 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,278 shares; 2026Q1: 2,979 shares 2,979 $273K 0.02% -299 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,274 shares; 2025Q1: 3,080 shares; 2025Q2: 3,068 shares; 2025Q3: 3,028 shares; 2025Q4: 3,041 shares; 2026Q1: 2,997 shares 2,997 $272K 0.02% -44 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: 1,694 shares; 2024Q4: 1,625 shares; 2025Q1: 1,598 shares; 2025Q2: 1,648 shares; 2025Q3: 1,567 shares; 2025Q4: 1,554 shares; 2026Q1: 1,543 shares 1,543 $269K 0.02% -11 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: 7,888 shares; 2024Q4: 7,504 shares; 2025Q1: 153,763 shares; 2025Q2: 157,631 shares; 2025Q3: 158,569 shares; 2025Q4: 157,480 shares; 2026Q1: 9,316 shares 9,316 $267K 0.01% -148,164 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: 3,618 shares; 2024Q4: 2,703 shares; 2025Q1: 2,836 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,197 shares; 2026Q1: 3,210 shares 3,210 $266K 0.01% +13 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: 4,520 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares 4,449 $260K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $258K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,845 shares; 2025Q1: 3,783 shares; 2025Q2: 3,786 shares; 2025Q3: 3,847 shares; 2025Q4: 3,998 shares; 2026Q1: 2,735 shares 2,735 $257K 0.01% -1,263 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,071 shares; 2025Q1: 1,040 shares; 2025Q2: 1,023 shares; 2025Q3: 1,125 shares; 2025Q4: 1,165 shares; 2026Q1: 1,086 shares 1,086 $257K 0.01% -79 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,416 shares; 2024Q4: 54,393 shares; 2025Q1: 48,202 shares; 2025Q2: 2,881 shares; 2025Q3: 2,688 shares; 2025Q4: 2,607 shares; 2026Q1: 2,487 shares 2,487 $255K 0.01% -120 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares; 2026Q1: 6,587 shares 6,587 $249K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: 7,302 shares; 2025Q2: 7,654 shares; 2025Q3: 7,293 shares; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares 7,429 $248K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 1,170 shares 1,170 $247K 0.01% -331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,495 shares 7,495 $247K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 832 shares; 2026Q1: 1,349 shares 1,349 $247K 0.01% +517 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,524 shares; 2024Q4: 104,022 shares; 2025Q1: 7,730 shares; 2025Q2: 6,437 shares; 2025Q3: 5,265 shares; 2025Q4: 4,210 shares; 2026Q1: 4,029 shares 4,029 $244K 0.01% -181 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,037 shares; 2025Q1: 2,056 shares; 2025Q2: 1,931 shares; 2025Q3: 1,941 shares; 2025Q4: 2,106 shares; 2026Q1: 2,124 shares 2,124 $244K 0.01% +18 Timeline KFEB 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: 8,666 shares 8,666 $243K 0.01% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 2,821 shares; 2025Q2: 2,419 shares; 2025Q3: 2,420 shares; 2025Q4: 2,372 shares; 2026Q1: 2,200 shares 2,200 $243K 0.01% -172 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 4,519 shares; 2025Q1: 4,520 shares; 2025Q2: 4,521 shares; 2025Q3: 4,624 shares; 2025Q4: 4,625 shares; 2026Q1: 4,626 shares 4,626 $243K 0.01% +1 Timeline EJAN 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: 7,157 shares 7,157 $243K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares; 2026Q1: 2,719 shares 2,719 $241K 0.01% -54 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 2,622 shares 2,622 $241K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares 805 $239K 0.01% new Timeline KJAN 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: 7,032 shares; 2024Q4: 6,667 shares; 2025Q1: 6,433 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,487 shares; 2026Q1: 5,721 shares 5,721 $239K 0.01% -766 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,433 shares; 2026Q1: 1,569 shares 1,569 $238K 0.01% +136 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: 93,338 shares; 2024Q4: 93,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,954 shares; 2026Q1: 1,867 shares 1,867 $236K 0.01% -87 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 55,694 shares; 2025Q1: 3,077 shares; 2025Q2: 2,488 shares; 2025Q3: 2,288 shares; 2025Q4: 2,282 shares; 2026Q1: 2,079 shares 2,079 $235K 0.01% -203 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares; 2025Q4: 5,971 shares; 2026Q1: 5,965 shares 5,965 $235K 0.01% -6 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,511 shares; 2025Q4: 1,515 shares; 2026Q1: 1,285 shares 1,285 $234K 0.01% -230 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $234K 0.01% new Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,918 shares; 2025Q4: 2,799 shares; 2026Q1: 2,701 shares 2,701 $233K 0.01% -98 Timeline DGS 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: 5,121 shares; 2024Q4: 5,134 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,068 shares; 2025Q4: 4,090 shares; 2026Q1: 3,878 shares 3,878 $233K 0.01% -212 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: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 3,443 shares; 2025Q3: 3,616 shares; 2025Q4: 3,443 shares; 2026Q1: 3,443 shares 3,443 $233K 0.01% 0 Timeline BNOV 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: 6,233 shares; 2025Q4: 5,404 shares; 2026Q1: 5,404 shares 5,404 $232K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,108 shares; 2025Q2: 8,827 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares; 2026Q1: 10,148 shares 10,148 $232K 0.01% +966 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 385 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares; 2026Q1: 300 shares 300 $232K 0.01% -1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,123 shares 1,123 $228K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares 1,236 $228K 0.01% new Timeline DLS 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 3,562 shares; 2025Q2: 2,782 shares; 2025Q3: 2,783 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares 2,785 $227K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,305 shares 3,305 $226K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 35,794 shares; 2025Q1: 39,824 shares; 2025Q2: 40,667 shares; 2025Q3: 41,098 shares; 2025Q4: 41,455 shares; 2026Q1: 1,774 shares 1,774 $226K 0.01% -39,681 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 810 shares; 2025Q1: 785 shares; 2025Q2: 718 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 749 shares 749 $225K 0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 2,470 shares; 2026Q1: 2,277 shares 2,277 $224K 0.01% -193 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 7,955 shares; 2025Q1: 7,587 shares; 2025Q2: 7,600 shares; 2025Q3: 5,091 shares; 2025Q4: 4,896 shares; 2026Q1: 4,941 shares 4,941 $224K 0.01% +45 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,309 shares; 2026Q1: 2,360 shares 2,360 $223K 0.01% +51 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: 1,660 shares; 2024Q4: 1,466 shares; 2025Q1: 1,173 shares; 2025Q2: 1,161 shares; 2025Q3: 1,229 shares; 2025Q4: 1,220 shares; 2026Q1: 1,147 shares 1,147 $223K 0.01% -73 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,966 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 4,963 shares; 2025Q4: 4,963 shares; 2026Q1: 3,835 shares 3,835 $223K 0.01% -1,128 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares 2,783 $220K 0.01% 0 Timeline IBTG ISHARES 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: 17,082 shares; 2025Q1: 17,082 shares; 2025Q2: 16,292 shares; 2025Q3: 14,343 shares; 2025Q4: 14,343 shares; 2026Q1: 9,495 shares 9,495 $218K 0.01% -4,848 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares 4,289 $217K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,706 shares; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,781 shares; 2025Q4: 2,783 shares; 2026Q1: 2,764 shares 2,764 $217K 0.01% -19 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: 3,159 shares; 2024Q4: 3,121 shares; 2025Q1: 3,359 shares; 2025Q2: 2,766 shares; 2025Q3: 2,832 shares; 2025Q4: 2,264 shares; 2026Q1: 2,281 shares 2,281 $217K 0.01% +17 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,928 shares; 2026Q1: 4,928 shares 4,928 $216K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,897 shares; 2025Q2: 3,858 shares; 2025Q3: 3,754 shares; 2025Q4: 3,730 shares; 2026Q1: 3,731 shares 3,731 $215K 0.01% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 51 shares 51 $215K 0.01% -22 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 8,364 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,037 shares 8,037 $214K 0.01% -24 Timeline AME AMETEK INC More: the full row for AMETEK 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: 997 shares; 2026Q1: 997 shares 997 $214K 0.01% 0 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: 6,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,168 shares 5,168 $212K 0.01% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,388 shares; 2025Q1: 5,009 shares; 2025Q2: 4,542 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares; 2026Q1: 4,278 shares 4,278 $209K 0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares; 2025Q4: 4,959 shares; 2026Q1: 4,647 shares 4,647 $208K 0.01% -312 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: 3,985 shares; 2025Q4: 4,381 shares; 2026Q1: 4,205 shares 4,205 $208K 0.01% -176 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,223 shares; 2025Q4: 9,223 shares; 2026Q1: 9,223 shares 9,223 $207K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,551 shares; 2025Q1: 3,521 shares; 2025Q2: 3,436 shares; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 850 shares 850 $206K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,827 shares; 2026Q1: 3,445 shares 3,445 $205K 0.01% -382 Timeline KDEC 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: 14,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,863 shares 7,863 $202K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 2,055 shares; 2026Q1: 2,073 shares 2,073 $201K 0.01% +18 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,631 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,971 shares; 2025Q4: not reported; 2026Q1: 4,817 shares 4,817 $201K 0.01% new Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 24,118 shares; 2025Q1: 21,133 shares; 2025Q2: 21,221 shares; 2025Q3: 21,247 shares; 2025Q4: 19,242 shares; 2026Q1: 19,358 shares 19,358 $193K 0.01% +116 Timeline SMB 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: 11,048 shares; 2024Q4: 11,048 shares; 2025Q1: 11,048 shares; 2025Q2: 11,048 shares; 2025Q3: 11,048 shares; 2025Q4: 11,048 shares; 2026Q1: 11,048 shares 11,048 $191K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,517 shares; 2024Q4: 23,167 shares; 2025Q1: 23,283 shares; 2025Q2: 23,711 shares; 2025Q3: 23,635 shares; 2025Q4: 24,179 shares; 2026Q1: 24,344 shares 24,344 $184K 0.01% +165 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,023 shares 10,023 $126K 0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares; 2026Q1: 11,521 shares 11,521 $125K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,632 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares; 2025Q4: 19,547 shares; 2026Q1: 19,547 shares 19,547 $98.3K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,624 shares 11,624 $80.8K <0.01% new Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 26,991 shares; 2025Q1: 26,991 shares; 2025Q2: 26,991 shares; 2025Q3: 26,991 shares; 2025Q4: not reported; 2026Q1: 54,000 shares 54,000 $69.7K <0.01% new Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $35.5K <0.01% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $15.6K <0.01% 0 Timeline