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: 797,534 shares; 2024Q4: 877,747 shares; 2025Q1: 891,119 shares; 2025Q2: 907,305 shares; 2025Q3: 964,897 shares; 2025Q4: 1,037,193 shares; 2026Q1: 1,069,631 shares 1,069,631 $210M 2.4% +32,438 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: 394,568 shares; 2024Q4: 416,823 shares; 2025Q1: 393,036 shares; 2025Q2: 386,221 shares; 2025Q3: 401,576 shares; 2025Q4: 409,394 shares; 2026Q1: 426,934 shares 426,934 $186M 2.13% +17,540 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: 371,251 shares; 2024Q4: 366,068 shares; 2025Q1: 354,445 shares; 2025Q2: 353,733 shares; 2025Q3: 355,918 shares; 2025Q4: 366,316 shares; 2026Q1: 286,066 shares 286,066 $186M 2.13% -80,250 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: 928,490 shares; 2024Q4: 894,233 shares; 2025Q1: 917,836 shares; 2025Q2: 928,821 shares; 2025Q3: 923,681 shares; 2025Q4: 933,131 shares; 2026Q1: 902,023 shares 902,023 $157M 1.8% -31,108 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: 377,922 shares; 2024Q4: 360,510 shares; 2025Q1: 341,808 shares; 2025Q2: 446,283 shares; 2025Q3: 449,413 shares; 2025Q4: 495,804 shares; 2026Q1: 265,197 shares 265,197 $153M 1.75% -230,607 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: 583,413 shares; 2024Q4: 568,037 shares; 2025Q1: 581,748 shares; 2025Q2: 574,673 shares; 2025Q3: 580,647 shares; 2025Q4: 564,466 shares; 2026Q1: 555,226 shares 555,226 $141M 1.61% -9,240 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: 200,858 shares; 2024Q4: 191,699 shares; 2025Q1: 183,632 shares; 2025Q2: 170,185 shares; 2025Q3: 169,462 shares; 2025Q4: 176,687 shares; 2026Q1: 192,538 shares 192,538 $126M 1.44% +15,851 Timeline SPHD 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: 162,393 shares; 2024Q4: 146,514 shares; 2025Q1: 158,095 shares; 2025Q2: 146,762 shares; 2025Q3: 140,296 shares; 2025Q4: 118,924 shares; 2026Q1: 2,113,628 shares 2,113,628 $105M 1.2% +1,994,704 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: 458,437 shares; 2024Q4: 451,963 shares; 2025Q1: 445,783 shares; 2025Q2: 470,405 shares; 2025Q3: 484,953 shares; 2025Q4: 512,305 shares; 2026Q1: 498,809 shares 498,809 $104M 1.19% -13,496 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553,732 shares; 2024Q4: 2,819,832 shares; 2025Q1: 2,823,845 shares; 2025Q2: 3,023,201 shares; 2025Q3: 3,235,350 shares; 2025Q4: 3,156,445 shares; 2026Q1: 2,770,180 shares 2,770,180 $101M 1.16% -386,265 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: 37,237 shares; 2024Q4: 36,454 shares; 2025Q1: 30,452 shares; 2025Q2: 821,573 shares; 2025Q3: 853,587 shares; 2025Q4: 914,163 shares; 2026Q1: 1,035,256 shares 1,035,256 $93.7M 1.07% +121,093 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: 1,421,386 shares; 2024Q4: 736,078 shares; 2025Q1: 712,489 shares; 2025Q2: 697,093 shares; 2025Q3: 746,095 shares; 2025Q4: 969,348 shares; 2026Q1: 940,878 shares 940,878 $93.4M 1.07% -28,470 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447,993 shares; 2024Q4: 2,558,828 shares; 2025Q1: 2,757,018 shares; 2025Q2: 3,061,871 shares; 2025Q3: 2,892,715 shares; 2025Q4: 2,801,127 shares; 2026Q1: 2,711,519 shares 2,711,519 $88.1M 1.01% -89,608 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436,801 shares; 2024Q4: 2,636,398 shares; 2025Q1: 2,742,567 shares; 2025Q2: 2,908,469 shares; 2025Q3: 3,076,101 shares; 2025Q4: 2,889,707 shares; 2026Q1: 2,806,321 shares 2,806,321 $87.4M 1% -83,386 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: 80,885 shares; 2024Q4: 91,811 shares; 2025Q1: 100,761 shares; 2025Q2: 118,900 shares; 2025Q3: 123,759 shares; 2025Q4: 133,805 shares; 2026Q1: 141,400 shares 141,400 $84.5M 0.97% +7,595 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: 200,709 shares; 2024Q4: 207,143 shares; 2025Q1: 207,623 shares; 2025Q2: 206,666 shares; 2025Q3: 212,574 shares; 2025Q4: 221,362 shares; 2026Q1: 227,658 shares 227,658 $84.3M 0.96% +6,296 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,415 shares; 2024Q4: 981,832 shares; 2025Q1: 982,584 shares; 2025Q2: 927,795 shares; 2025Q3: 901,586 shares; 2025Q4: 854,348 shares; 2026Q1: 893,614 shares 893,614 $82.9M 0.95% +39,266 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: 74,146 shares; 2024Q4: 69,167 shares; 2025Q1: 91,793 shares; 2025Q2: 1,010,657 shares; 2025Q3: 1,053,619 shares; 2025Q4: 1,167,273 shares; 2026Q1: 1,120,958 shares 1,120,958 $78.2M 0.89% -46,315 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: 108,465 shares; 2024Q4: 955,217 shares; 2025Q1: 2,367,341 shares; 2025Q2: 2,401,201 shares; 2025Q3: 794,662 shares; 2025Q4: 1,875,251 shares; 2026Q1: 1,886,457 shares 1,886,457 $73.3M 0.84% +11,206 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: 394,537 shares; 2024Q4: 336,609 shares; 2025Q1: 309,075 shares; 2025Q2: 305,764 shares; 2025Q3: 319,407 shares; 2025Q4: 329,974 shares; 2026Q1: 339,829 shares 339,829 $73.1M 0.84% +9,855 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: 312,310 shares; 2024Q4: 333,688 shares; 2025Q1: 317,991 shares; 2025Q2: 281,913 shares; 2025Q3: 282,880 shares; 2025Q4: 248,721 shares; 2026Q1: 236,530 shares 236,530 $68M 0.78% -12,191 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: 1,463,920 shares; 2024Q4: 740,873 shares; 2025Q1: 771,567 shares; 2025Q2: 837,127 shares; 2025Q3: 928,446 shares; 2025Q4: 1,024,040 shares; 2026Q1: 1,049,185 shares 1,049,185 $67.2M 0.77% +25,145 Timeline BAMU NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389,774 shares; 2024Q4: 2,487,297 shares; 2025Q1: 2,620,198 shares; 2025Q2: 2,677,186 shares; 2025Q3: 2,758,875 shares; 2025Q4: 2,716,336 shares; 2026Q1: 2,647,970 shares 2,647,970 $66.8M 0.76% -68,366 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,283 shares; 2024Q4: 358,293 shares; 2025Q1: 517,565 shares; 2025Q2: 451,645 shares; 2025Q3: 448,143 shares; 2025Q4: 392,883 shares; 2026Q1: 725,320 shares 725,320 $66.5M 0.76% +332,437 Timeline UJAN 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: 45,023 shares; 2024Q4: 44,120 shares; 2025Q1: 1,444,403 shares; 2025Q2: 1,491,194 shares; 2025Q3: 82,291 shares; 2025Q4: 90,795 shares; 2026Q1: 1,519,749 shares 1,519,749 $64.6M 0.74% +1,428,954 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: 41,338 shares; 2024Q4: 871,112 shares; 2025Q1: 1,585,729 shares; 2025Q2: 57,368 shares; 2025Q3: 79,053 shares; 2025Q4: 1,669,155 shares; 2026Q1: 1,681,168 shares 1,681,168 $64.3M 0.73% +12,013 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: 78,165 shares; 2024Q4: 929,814 shares; 2025Q1: 1,648,631 shares; 2025Q2: 84,887 shares; 2025Q3: 84,718 shares; 2025Q4: 1,695,601 shares; 2026Q1: 1,707,236 shares 1,707,236 $63.6M 0.73% +11,635 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: 11,200 shares; 2024Q4: 443,492 shares; 2025Q1: 450,714 shares; 2025Q2: 248,025 shares; 2025Q3: 268,074 shares; 2025Q4: 266,742 shares; 2026Q1: 254,627 shares 254,627 $63.1M 0.72% -12,115 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: 57,313 shares; 2024Q4: 50,058 shares; 2025Q1: 1,686,095 shares; 2025Q2: 1,732,839 shares; 2025Q3: 44,983 shares; 2025Q4: 40,327 shares; 2026Q1: 1,708,127 shares 1,708,127 $62M 0.71% +1,667,800 2026-09-30, 13G/A 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: 140,692 shares; 2024Q4: 121,443 shares; 2025Q1: 139,469 shares; 2025Q2: 167,784 shares; 2025Q3: 171,961 shares; 2025Q4: 167,937 shares; 2026Q1: 142,192 shares 142,192 $61.2M 0.7% -25,745 Timeline BAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033,085 shares; 2024Q4: 2,137,649 shares; 2025Q1: 2,246,415 shares; 2025Q2: 2,251,367 shares; 2025Q3: 2,291,437 shares; 2025Q4: 2,276,118 shares; 2026Q1: 2,229,739 shares 2,229,739 $58.6M 0.67% -46,379 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987,365 shares; 2024Q4: 965,202 shares; 2025Q1: 958,599 shares; 2025Q2: 974,449 shares; 2025Q3: 1,001,612 shares; 2025Q4: 1,002,671 shares; 2026Q1: 1,065,200 shares 1,065,200 $53.9M 0.62% +62,529 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: 754,765 shares; 2024Q4: 758,913 shares; 2025Q1: 794,178 shares; 2025Q2: 828,514 shares; 2025Q3: 823,606 shares; 2025Q4: 859,926 shares; 2026Q1: 902,434 shares 902,434 $51.1M 0.58% +42,508 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: 206,681 shares; 2024Q4: 240,485 shares; 2025Q1: 223,219 shares; 2025Q2: 275,872 shares; 2025Q3: 263,393 shares; 2025Q4: 269,874 shares; 2026Q1: 263,841 shares 263,841 $50.6M 0.58% -6,033 Timeline PNOV 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: 100,284 shares; 2024Q4: 964,594 shares; 2025Q1: 903,612 shares; 2025Q2: 137,015 shares; 2025Q3: 116,449 shares; 2025Q4: 1,247,662 shares; 2026Q1: 1,234,519 shares 1,234,519 $50.4M 0.58% -13,143 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: 47,358 shares; 2024Q4: 51,881 shares; 2025Q1: 54,518 shares; 2025Q2: 61,489 shares; 2025Q3: 66,320 shares; 2025Q4: 80,197 shares; 2026Q1: 80,387 shares 80,387 $46M 0.53% +190 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,647 shares; 2024Q4: 1,029,385 shares; 2025Q1: 976,192 shares; 2025Q2: 989,142 shares; 2025Q3: 1,068,366 shares; 2025Q4: 1,168,790 shares; 2026Q1: 1,191,376 shares 1,191,376 $45.6M 0.52% +22,586 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,406 shares; 2024Q4: 1,222,100 shares; 2025Q1: 1,237,141 shares; 2025Q2: 1,267,688 shares; 2025Q3: 1,293,158 shares; 2025Q4: 1,251,678 shares; 2026Q1: 1,349,438 shares 1,349,438 $44.6M 0.51% +97,760 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: 909,890 shares; 2024Q4: 715,568 shares; 2025Q1: 691,446 shares; 2025Q2: 679,645 shares; 2025Q3: 628,701 shares; 2025Q4: 605,575 shares; 2026Q1: 581,156 shares 581,156 $44.5M 0.51% -24,419 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: 33,925 shares; 2024Q4: 31,276 shares; 2025Q1: 55,711 shares; 2025Q2: 61,428 shares; 2025Q3: 61,422 shares; 2025Q4: 61,031 shares; 2026Q1: 60,620 shares 60,620 $42.9M 0.49% -411 Timeline BAMY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218,932 shares; 2024Q4: 1,286,897 shares; 2025Q1: 1,341,657 shares; 2025Q2: 1,383,840 shares; 2025Q3: 1,431,315 shares; 2025Q4: 1,393,299 shares; 2026Q1: 1,552,935 shares 1,552,935 $42.5M 0.49% +159,636 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915,269 shares; 2024Q4: 1,436,678 shares; 2025Q1: 950,881 shares; 2025Q2: 964,532 shares; 2025Q3: 975,410 shares; 2025Q4: 986,411 shares; 2026Q1: 998,424 shares 998,424 $42.1M 0.48% +12,013 Timeline BAMO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135,857 shares; 2024Q4: 1,173,880 shares; 2025Q1: 1,190,120 shares; 2025Q2: 1,219,892 shares; 2025Q3: 1,250,087 shares; 2025Q4: 1,206,257 shares; 2026Q1: 1,318,635 shares 1,318,635 $41.9M 0.48% +112,378 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: 627,650 shares; 2024Q4: 605,607 shares; 2025Q1: 618,922 shares; 2025Q2: 575,598 shares; 2025Q3: 558,604 shares; 2025Q4: 537,524 shares; 2026Q1: 560,186 shares 560,186 $41M 0.47% +22,662 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: 144,834 shares; 2024Q4: 124,727 shares; 2025Q1: 134,224 shares; 2025Q2: 132,291 shares; 2025Q3: 126,887 shares; 2025Q4: 117,765 shares; 2026Q1: 109,528 shares 109,528 $40.7M 0.47% -8,237 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: 180,416 shares; 2024Q4: 179,975 shares; 2025Q1: 241,134 shares; 2025Q2: 250,913 shares; 2025Q3: 250,090 shares; 2025Q4: 242,351 shares; 2026Q1: 239,023 shares 239,023 $40.6M 0.46% -3,328 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: 272,041 shares; 2024Q4: 248,332 shares; 2025Q1: 249,194 shares; 2025Q2: 264,912 shares; 2025Q3: 270,435 shares; 2025Q4: 296,626 shares; 2026Q1: 324,945 shares 324,945 $40.4M 0.46% +28,319 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,220 shares; 2025Q3: 11,157 shares; 2025Q4: 1,701,726 shares; 2026Q1: 1,720,033 shares 1,720,033 $38.6M 0.44% +18,307 Timeline IBTJ ISHARES 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: 1,728,453 shares; 2026Q1: 1,748,132 shares 1,748,132 $38.2M 0.44% +19,679 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: 632,770 shares; 2024Q4: 694,526 shares; 2025Q1: 690,361 shares; 2025Q2: 697,313 shares; 2025Q3: 719,287 shares; 2025Q4: 806,708 shares; 2026Q1: 836,222 shares 836,222 $38.1M 0.44% +29,514 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: 156,297 shares; 2024Q4: 952,820 shares; 2025Q1: 973,543 shares; 2025Q2: 212,505 shares; 2025Q3: 202,684 shares; 2025Q4: 893,154 shares; 2026Q1: 873,271 shares 873,271 $37.6M 0.43% -19,883 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: 33,029 shares; 2024Q4: 37,329 shares; 2025Q1: 36,296 shares; 2025Q2: 41,767 shares; 2025Q3: 46,325 shares; 2025Q4: 41,804 shares; 2026Q1: 40,209 shares 40,209 $37M 0.42% -1,595 Timeline PFEB 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: 160,134 shares; 2024Q4: 143,243 shares; 2025Q1: 1,010,380 shares; 2025Q2: 989,111 shares; 2025Q3: 964,742 shares; 2025Q4: 155,588 shares; 2026Q1: 902,110 shares 902,110 $36.2M 0.41% +746,522 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: 228,446 shares; 2024Q4: 203,305 shares; 2025Q1: 210,340 shares; 2025Q2: 214,890 shares; 2025Q3: 224,389 shares; 2025Q4: 237,167 shares; 2026Q1: 312,365 shares 312,365 $35.3M 0.4% +75,198 Timeline PDEC 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: 253,048 shares; 2024Q4: 950,579 shares; 2025Q1: 999,404 shares; 2025Q2: 929,495 shares; 2025Q3: 164,244 shares; 2025Q4: 840,921 shares; 2026Q1: 830,456 shares 830,456 $35.3M 0.4% -10,465 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: 94,785 shares; 2024Q4: 69,653 shares; 2025Q1: 826,246 shares; 2025Q2: 782,663 shares; 2025Q3: 123,963 shares; 2025Q4: 121,833 shares; 2026Q1: 758,887 shares 758,887 $35M 0.4% +637,054 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: 720,709 shares; 2024Q4: 707,786 shares; 2025Q1: 782,703 shares; 2025Q2: 822,531 shares; 2025Q3: 809,658 shares; 2025Q4: 827,203 shares; 2026Q1: 876,139 shares 876,139 $34.3M 0.39% +48,936 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,442 shares; 2024Q4: 174,139 shares; 2025Q1: 175,040 shares; 2025Q2: 179,345 shares; 2025Q3: 206,262 shares; 2025Q4: 223,718 shares; 2026Q1: 241,479 shares 241,479 $34.1M 0.39% +17,761 Timeline BDEC 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: 36,884 shares; 2024Q4: 539,726 shares; 2025Q1: 595,448 shares; 2025Q2: 631,930 shares; 2025Q3: 92,043 shares; 2025Q4: 654,744 shares; 2026Q1: 703,370 shares 703,370 $33.8M 0.39% +48,626 Timeline BJAN 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: 11,492 shares; 2024Q4: 13,797 shares; 2025Q1: 484,754 shares; 2025Q2: 512,656 shares; 2025Q3: 27,970 shares; 2025Q4: 29,844 shares; 2026Q1: 632,517 shares 632,517 $33.7M 0.39% +602,673 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,283 shares; 2024Q4: 143,754 shares; 2025Q1: 144,750 shares; 2025Q2: 138,033 shares; 2025Q3: 161,521 shares; 2025Q4: 165,262 shares; 2026Q1: 332,589 shares 332,589 $33.4M 0.38% +167,327 Timeline BFEB 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: 21,411 shares; 2024Q4: 16,872 shares; 2025Q1: 561,526 shares; 2025Q2: 597,194 shares; 2025Q3: 611,231 shares; 2025Q4: 64,464 shares; 2026Q1: 689,839 shares 689,839 $32.9M 0.38% +625,375 2026-09-30, 13G/A 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: 195,373 shares; 2024Q4: 394,061 shares; 2025Q1: 340,079 shares; 2025Q2: 356,478 shares; 2025Q3: 295,286 shares; 2025Q4: 332,517 shares; 2026Q1: 322,124 shares 322,124 $32.4M 0.37% -10,393 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: 87,796 shares; 2024Q4: 89,593 shares; 2025Q1: 91,660 shares; 2025Q2: 97,908 shares; 2025Q3: 107,961 shares; 2025Q4: 116,671 shares; 2026Q1: 122,115 shares 122,115 $32M 0.37% +5,444 Timeline TBLL 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: 314,375 shares; 2024Q4: 312,235 shares; 2025Q1: 291,456 shares; 2025Q2: 304,427 shares; 2025Q3: 291,083 shares; 2025Q4: 301,814 shares; 2026Q1: 302,464 shares 302,464 $31.9M 0.36% +650 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,869,646 shares; 2026Q1: 1,903,876 shares 1,903,876 $31.8M 0.36% +34,230 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044,386 shares; 2024Q4: 1,702,691 shares; 2025Q1: 1,647,997 shares; 2025Q2: 1,667,268 shares; 2025Q3: 1,702,972 shares; 2025Q4: 559,725 shares; 2026Q1: 619,099 shares 619,099 $31.2M 0.36% +59,374 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: 979,003 shares; 2024Q4: 736,731 shares; 2025Q1: 510,329 shares; 2025Q2: 524,445 shares; 2025Q3: 532,301 shares; 2025Q4: 523,056 shares; 2026Q1: 528,993 shares 528,993 $31M 0.35% +5,937 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,561 shares; 2024Q4: 597,247 shares; 2025Q1: 609,619 shares; 2025Q2: 640,059 shares; 2025Q3: 771,556 shares; 2025Q4: 916,528 shares; 2026Q1: 915,556 shares 915,556 $30.6M 0.35% -972 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: 89,300 shares; 2024Q4: 85,357 shares; 2025Q1: 98,194 shares; 2025Q2: 104,044 shares; 2025Q3: 102,383 shares; 2025Q4: 107,609 shares; 2026Q1: 103,901 shares 103,901 $30.6M 0.35% -3,708 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: 13,055 shares; 2024Q4: 532,716 shares; 2025Q1: 577,180 shares; 2025Q2: 18,219 shares; 2025Q3: 13,132 shares; 2025Q4: 651,205 shares; 2026Q1: 709,252 shares 709,252 $30.5M 0.35% +58,047 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369,553 shares; 2026Q1: 1,354,916 shares 1,354,916 $30.2M 0.35% -14,637 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791,882 shares; 2024Q4: 1,573,958 shares; 2025Q1: 1,051,498 shares; 2025Q2: 1,068,085 shares; 2025Q3: 1,069,781 shares; 2025Q4: 1,077,889 shares; 2026Q1: 1,098,447 shares 1,098,447 $30M 0.34% +20,558 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: 528,594 shares; 2024Q4: 401,514 shares; 2025Q1: 290,653 shares; 2025Q2: 289,984 shares; 2025Q3: 298,881 shares; 2025Q4: 308,428 shares; 2026Q1: 315,815 shares 315,815 $30M 0.34% +7,387 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: 1,598,076 shares; 2024Q4: 1,576,598 shares; 2025Q1: 1,541,556 shares; 2025Q2: 1,463,128 shares; 2025Q3: 1,475,983 shares; 2025Q4: 1,509,875 shares; 2026Q1: 1,531,734 shares 1,531,734 $29.9M 0.34% +21,859 Timeline BOCT 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: 5,124 shares; 2024Q4: 482,860 shares; 2025Q1: 529,915 shares; 2025Q2: 20,693 shares; 2025Q3: 6,451 shares; 2025Q4: 575,691 shares; 2026Q1: 621,564 shares 621,564 $29.8M 0.34% +45,873 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159,685 shares; 2024Q4: 1,258,641 shares; 2025Q1: 1,116,749 shares; 2025Q2: 934,486 shares; 2025Q3: 910,409 shares; 2025Q4: 997,857 shares; 2026Q1: 882,232 shares 882,232 $29.8M 0.34% -115,625 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: 28,527 shares; 2024Q4: 45,378 shares; 2025Q1: 99,428 shares; 2025Q2: 77,117 shares; 2025Q3: 86,006 shares; 2025Q4: 86,420 shares; 2026Q1: 87,051 shares 87,051 $29.8M 0.34% +631 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585,905 shares; 2024Q4: 1,567,110 shares; 2025Q1: 1,531,447 shares; 2025Q2: 1,452,466 shares; 2025Q3: 1,464,506 shares; 2025Q4: 1,487,744 shares; 2026Q1: 1,512,678 shares 1,512,678 $29.7M 0.34% +24,934 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: 41,915 shares; 2024Q4: 41,938 shares; 2025Q1: 41,347 shares; 2025Q2: 43,035 shares; 2025Q3: 48,327 shares; 2025Q4: 54,687 shares; 2026Q1: 92,410 shares 92,410 $29.6M 0.34% +37,723 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: 72,941 shares; 2024Q4: 69,237 shares; 2025Q1: 85,690 shares; 2025Q2: 98,596 shares; 2025Q3: 107,094 shares; 2025Q4: 143,272 shares; 2026Q1: 139,963 shares 139,963 $29.6M 0.34% -3,309 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: 1,500,306 shares; 2024Q4: 1,481,609 shares; 2025Q1: 1,445,120 shares; 2025Q2: 1,371,721 shares; 2025Q3: 1,387,954 shares; 2025Q4: 1,399,728 shares; 2026Q1: 1,424,368 shares 1,424,368 $29.1M 0.33% +24,640 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,862 shares; 2024Q4: 46,413 shares; 2025Q1: 53,961 shares; 2025Q2: 50,102 shares; 2025Q3: 75,006 shares; 2025Q4: 97,799 shares; 2026Q1: 119,459 shares 119,459 $28.4M 0.32% +21,660 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,631 shares; 2024Q4: 313,588 shares; 2025Q1: 351,255 shares; 2025Q2: 371,638 shares; 2025Q3: 455,356 shares; 2025Q4: 506,744 shares; 2026Q1: 561,677 shares 561,677 $28M 0.32% +54,933 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: 67,762 shares; 2024Q4: 68,971 shares; 2025Q1: 71,676 shares; 2025Q2: 63,605 shares; 2025Q3: 75,582 shares; 2025Q4: 70,276 shares; 2026Q1: 71,254 shares 71,254 $27.8M 0.32% +978 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: 60,529 shares; 2024Q4: 72,892 shares; 2025Q1: 76,012 shares; 2025Q2: 71,111 shares; 2025Q3: 87,642 shares; 2025Q4: 90,600 shares; 2026Q1: 88,144 shares 88,144 $27.4M 0.31% -2,456 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: 101,109 shares; 2024Q4: 103,182 shares; 2025Q1: 113,781 shares; 2025Q2: 121,243 shares; 2025Q3: 135,499 shares; 2025Q4: 133,786 shares; 2026Q1: 130,370 shares 130,370 $27M 0.31% -3,416 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: 17,790 shares; 2024Q4: 19,252 shares; 2025Q1: 49,752 shares; 2025Q2: 55,269 shares; 2025Q3: 71,311 shares; 2025Q4: 74,409 shares; 2026Q1: 76,338 shares 76,338 $26.9M 0.31% +1,929 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: 274,030 shares; 2024Q4: 291,204 shares; 2025Q1: 313,048 shares; 2025Q2: 362,732 shares; 2025Q3: 419,593 shares; 2025Q4: 490,324 shares; 2026Q1: 496,122 shares 496,122 $26.8M 0.31% +5,798 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: 1,015,140 shares; 2024Q4: 896,260 shares; 2025Q1: 876,551 shares; 2025Q2: 328,477 shares; 2025Q3: 306,215 shares; 2025Q4: 279,045 shares; 2026Q1: 270,078 shares 270,078 $26.1M 0.3% -8,967 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: 70,655 shares; 2024Q4: 75,154 shares; 2025Q1: 81,927 shares; 2025Q2: 94,439 shares; 2025Q3: 97,518 shares; 2025Q4: 100,907 shares; 2026Q1: 104,883 shares 104,883 $26.1M 0.3% +3,976 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738,028 shares; 2024Q4: 581,972 shares; 2025Q1: 588,526 shares; 2025Q2: 541,681 shares; 2025Q3: 500,993 shares; 2025Q4: 528,556 shares; 2026Q1: 564,166 shares 564,166 $26.1M 0.3% +35,610 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,909 shares; 2024Q4: 445,290 shares; 2025Q1: 412,775 shares; 2025Q2: 449,356 shares; 2025Q3: 414,256 shares; 2025Q4: 415,387 shares; 2026Q1: 417,916 shares 417,916 $25.1M 0.29% +2,529 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: 32,463 shares; 2024Q4: 70,302 shares; 2025Q1: 68,813 shares; 2025Q2: 71,126 shares; 2025Q3: 81,775 shares; 2025Q4: 85,546 shares; 2026Q1: 154,065 shares 154,065 $24.7M 0.28% +68,519 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,345 shares; 2024Q4: 537,954 shares; 2025Q1: 499,964 shares; 2025Q2: 518,467 shares; 2025Q3: 494,094 shares; 2025Q4: 511,314 shares; 2026Q1: 508,545 shares 508,545 $23.8M 0.27% -2,769 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: 1,223,939 shares; 2024Q4: 1,198,211 shares; 2025Q1: 1,307,458 shares; 2025Q2: 1,423,652 shares; 2025Q3: 1,347,705 shares; 2025Q4: 1,337,693 shares; 2026Q1: 1,386,882 shares 1,386,882 $23.8M 0.27% +49,189 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,852 shares; 2024Q4: 308,140 shares; 2025Q1: 286,353 shares; 2025Q2: 303,874 shares; 2025Q3: 278,513 shares; 2025Q4: 276,872 shares; 2026Q1: 274,186 shares 274,186 $23.8M 0.27% -2,686 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: 28,458 shares; 2024Q4: 27,258 shares; 2025Q1: 105,285 shares; 2025Q2: 121,864 shares; 2025Q3: 99,333 shares; 2025Q4: 106,805 shares; 2026Q1: 159,941 shares 159,941 $23.5M 0.27% +53,136 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,241 shares; 2024Q4: 474,334 shares; 2025Q1: 1,142,979 shares; 2025Q2: 697,549 shares; 2025Q3: 686,679 shares; 2025Q4: 611,138 shares; 2026Q1: 764,905 shares 764,905 $23.5M 0.27% +153,767 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: not reported; 2024Q4: 1,343,717 shares; 2025Q1: 1,305,358 shares; 2025Q2: 1,244,446 shares; 2025Q3: 1,244,789 shares; 2025Q4: 1,235,611 shares; 2026Q1: 1,257,219 shares 1,257,219 $23.5M 0.27% +21,608 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: 40,706 shares; 2024Q4: 37,633 shares; 2025Q1: 104,088 shares; 2025Q2: 108,302 shares; 2025Q3: 116,849 shares; 2025Q4: 119,122 shares; 2026Q1: 120,708 shares 120,708 $23.3M 0.27% +1,586 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: 472,500 shares; 2024Q4: 465,344 shares; 2025Q1: 437,877 shares; 2025Q2: 441,694 shares; 2025Q3: 434,141 shares; 2025Q4: 452,717 shares; 2026Q1: 452,617 shares 452,617 $22.5M 0.26% -100 Timeline MSTQ ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,387 shares; 2024Q4: 460,027 shares; 2025Q1: 488,075 shares; 2025Q2: 500,742 shares; 2025Q3: 511,418 shares; 2025Q4: 591,742 shares; 2026Q1: 690,322 shares 690,322 $22.5M 0.26% +98,580 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: 103,947 shares; 2024Q4: 106,879 shares; 2025Q1: 127,236 shares; 2025Q2: 138,167 shares; 2025Q3: 137,898 shares; 2025Q4: 162,075 shares; 2026Q1: 297,408 shares 297,408 $21.9M 0.25% +135,333 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: 252,595 shares; 2024Q4: 275,398 shares; 2025Q1: 296,983 shares; 2025Q2: 287,906 shares; 2025Q3: 300,113 shares; 2025Q4: 289,772 shares; 2026Q1: 248,381 shares 248,381 $21.9M 0.25% -41,391 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,624 shares; 2024Q4: 23,011 shares; 2025Q1: 21,963 shares; 2025Q2: 41,655 shares; 2025Q3: 47,132 shares; 2025Q4: 114,527 shares; 2026Q1: 148,247 shares 148,247 $21.7M 0.25% +33,720 Timeline BUFD 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: 691,021 shares; 2024Q4: 660,238 shares; 2025Q1: 753,926 shares; 2025Q2: 750,871 shares; 2025Q3: 799,028 shares; 2025Q4: 819,370 shares; 2026Q1: 764,714 shares 764,714 $21.4M 0.24% -54,656 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: not reported; 2025Q1: 127,995 shares; 2025Q2: 171,220 shares; 2025Q3: 130,564 shares; 2025Q4: 170,724 shares; 2026Q1: 171,677 shares 171,677 $21.1M 0.24% +953 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: 18,927 shares; 2024Q4: 20,010 shares; 2025Q1: 21,325 shares; 2025Q2: 21,856 shares; 2025Q3: 25,213 shares; 2025Q4: 81,854 shares; 2026Q1: 73,767 shares 73,767 $20.9M 0.24% -8,087 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: 286,573 shares; 2024Q4: 267,279 shares; 2025Q1: 268,860 shares; 2025Q2: 248,404 shares; 2025Q3: 238,682 shares; 2025Q4: 218,547 shares; 2026Q1: 225,983 shares 225,983 $20.6M 0.24% +7,436 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: 38,106 shares; 2024Q4: 37,878 shares; 2025Q1: 43,830 shares; 2025Q2: 49,659 shares; 2025Q3: 51,145 shares; 2025Q4: 63,013 shares; 2026Q1: 66,543 shares 66,543 $20.1M 0.23% +3,530 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,647 shares; 2024Q4: 278,089 shares; 2025Q1: 304,203 shares; 2025Q2: 281,604 shares; 2025Q3: 359,424 shares; 2025Q4: 381,379 shares; 2026Q1: 337,247 shares 337,247 $19.6M 0.22% -44,132 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: 100,897 shares; 2024Q4: 159,043 shares; 2025Q1: 197,546 shares; 2025Q2: 205,080 shares; 2025Q3: 110,694 shares; 2025Q4: 100,659 shares; 2026Q1: 96,180 shares 96,180 $19.6M 0.22% -4,479 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,344 shares; 2025Q2: 369,984 shares; 2025Q3: 459,074 shares; 2025Q4: 570,118 shares; 2026Q1: 738,275 shares 738,275 $19.3M 0.22% +168,157 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: 87,894 shares; 2024Q4: 84,752 shares; 2025Q1: 80,066 shares; 2025Q2: 77,613 shares; 2025Q3: 97,713 shares; 2025Q4: 91,414 shares; 2026Q1: 88,934 shares 88,934 $19.3M 0.22% -2,480 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,795 shares; 2024Q4: 122,859 shares; 2025Q1: 158,221 shares; 2025Q2: 148,060 shares; 2025Q3: 207,443 shares; 2025Q4: 235,933 shares; 2026Q1: 188,929 shares 188,929 $19.3M 0.22% -47,004 Timeline XMLV 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: 356,225 shares; 2024Q4: 341,837 shares; 2025Q1: 343,519 shares; 2025Q2: 322,262 shares; 2025Q3: 312,946 shares; 2025Q4: 296,429 shares; 2026Q1: 306,429 shares 306,429 $19.3M 0.22% +10,000 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: 56,515 shares; 2024Q4: 57,167 shares; 2025Q1: 45,731 shares; 2025Q2: 49,926 shares; 2025Q3: 82,986 shares; 2025Q4: 100,020 shares; 2026Q1: 102,408 shares 102,408 $19.1M 0.22% +2,388 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,432 shares; 2024Q4: 96,273 shares; 2025Q1: 127,146 shares; 2025Q2: 123,919 shares; 2025Q3: 195,886 shares; 2025Q4: 240,598 shares; 2026Q1: 298,189 shares 298,189 $19.1M 0.22% +57,591 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,021 shares; 2024Q4: 157,534 shares; 2025Q1: 176,665 shares; 2025Q2: 153,520 shares; 2025Q3: 139,484 shares; 2025Q4: 98,912 shares; 2026Q1: 99,003 shares 99,003 $19M 0.22% +91 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: 73,811 shares; 2024Q4: 72,345 shares; 2025Q1: 73,544 shares; 2025Q2: 75,428 shares; 2025Q3: 71,225 shares; 2025Q4: 72,036 shares; 2026Q1: 77,482 shares 77,482 $18.9M 0.22% +5,446 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,316 shares; 2024Q4: 50,863 shares; 2025Q1: 48,868 shares; 2025Q2: 45,350 shares; 2025Q3: 47,058 shares; 2025Q4: 52,745 shares; 2026Q1: 65,665 shares 65,665 $18.8M 0.22% +12,920 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: 373,419 shares; 2024Q4: 386,661 shares; 2025Q1: 393,238 shares; 2025Q2: 398,761 shares; 2025Q3: 398,951 shares; 2025Q4: 395,073 shares; 2026Q1: 374,557 shares 374,557 $18.8M 0.21% -20,516 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: 892 shares; 2024Q4: 17,092 shares; 2025Q1: 16,365 shares; 2025Q2: 16,359 shares; 2025Q3: 15,429 shares; 2025Q4: 15,884 shares; 2026Q1: 30,417 shares 30,417 $18.8M 0.21% +14,533 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: 78,281 shares; 2024Q4: 81,953 shares; 2025Q1: 84,916 shares; 2025Q2: 54,358 shares; 2025Q3: 57,829 shares; 2025Q4: 62,902 shares; 2026Q1: 61,119 shares 61,119 $18.5M 0.21% -1,783 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,795 shares; 2024Q4: 71,805 shares; 2025Q1: 77,333 shares; 2025Q2: 77,410 shares; 2025Q3: 82,221 shares; 2025Q4: 97,133 shares; 2026Q1: 124,575 shares 124,575 $18.4M 0.21% +27,442 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: 793,140 shares; 2024Q4: 741,661 shares; 2025Q1: 650,723 shares; 2025Q2: 664,452 shares; 2025Q3: 642,907 shares; 2025Q4: 649,467 shares; 2026Q1: 632,578 shares 632,578 $18.3M 0.21% -16,889 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: 38,803 shares; 2024Q4: 39,007 shares; 2025Q1: 49,919 shares; 2025Q2: 51,172 shares; 2025Q3: 55,322 shares; 2025Q4: 59,082 shares; 2026Q1: 58,472 shares 58,472 $18.1M 0.21% -610 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: 35,671 shares; 2024Q4: 22,619 shares; 2025Q1: 32,607 shares; 2025Q2: 31,159 shares; 2025Q3: 28,488 shares; 2025Q4: 27,576 shares; 2026Q1: 29,809 shares 29,809 $18M 0.21% +2,233 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: 75,915 shares; 2024Q4: 73,818 shares; 2025Q1: 88,564 shares; 2025Q2: 99,339 shares; 2025Q3: 130,663 shares; 2025Q4: 140,193 shares; 2026Q1: 159,577 shares 159,577 $16.9M 0.19% +19,384 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 44,383 shares; 2025Q1: 39,083 shares; 2025Q2: 36,844 shares; 2025Q3: 33,825 shares; 2025Q4: 34,844 shares; 2026Q1: 34,806 shares 34,806 $16.7M 0.19% -38 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: 94,392 shares; 2024Q4: 85,140 shares; 2025Q1: 106,879 shares; 2025Q2: 125,556 shares; 2025Q3: 152,754 shares; 2025Q4: 145,426 shares; 2026Q1: 170,901 shares 170,901 $16.5M 0.19% +25,475 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: 27,136 shares; 2024Q4: 37,873 shares; 2025Q1: 49,118 shares; 2025Q2: 49,464 shares; 2025Q3: 44,483 shares; 2025Q4: 168,119 shares; 2026Q1: 268,842 shares 268,842 $16.5M 0.19% +100,723 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,615 shares; 2025Q2: 98,996 shares; 2025Q3: 99,378 shares; 2025Q4: 125,779 shares; 2026Q1: 176,574 shares 176,574 $16.3M 0.19% +50,795 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,537 shares; 2024Q4: 29,982 shares; 2025Q1: 33,825 shares; 2025Q2: 31,678 shares; 2025Q3: 34,932 shares; 2025Q4: 35,786 shares; 2026Q1: 29,694 shares 29,694 $16.3M 0.19% -6,092 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,814 shares; 2024Q4: 303,499 shares; 2025Q1: 287,391 shares; 2025Q2: 329,374 shares; 2025Q3: 322,514 shares; 2025Q4: 327,513 shares; 2026Q1: 334,232 shares 334,232 $16.3M 0.19% +6,719 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,214 shares; 2024Q4: 396,568 shares; 2025Q1: 385,681 shares; 2025Q2: 373,290 shares; 2025Q3: 357,733 shares; 2025Q4: 305,787 shares; 2026Q1: 316,622 shares 316,622 $16M 0.18% +10,835 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,162 shares; 2025Q2: 6,326 shares; 2025Q3: 6,759 shares; 2025Q4: 120,709 shares; 2026Q1: 126,004 shares 126,004 $15.9M 0.18% +5,295 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: 356,129 shares; 2024Q4: 340,812 shares; 2025Q1: 323,296 shares; 2025Q2: 314,993 shares; 2025Q3: 294,132 shares; 2025Q4: 288,514 shares; 2026Q1: 279,843 shares 279,843 $15.8M 0.18% -8,671 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,895 shares; 2024Q4: 146,113 shares; 2025Q1: 128,245 shares; 2025Q2: 127,698 shares; 2025Q3: 124,149 shares; 2025Q4: 121,828 shares; 2026Q1: 111,020 shares 111,020 $15.8M 0.18% -10,808 Timeline ACII 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: 630,228 shares 630,228 $15.8M 0.18% new 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: 85,553 shares; 2024Q4: 105,860 shares; 2025Q1: 112,961 shares; 2025Q2: 115,415 shares; 2025Q3: 129,321 shares; 2025Q4: 183,197 shares; 2026Q1: 250,231 shares 250,231 $15.7M 0.18% +67,034 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: 16,915 shares; 2024Q4: 17,448 shares; 2025Q1: 16,193 shares; 2025Q2: 16,595 shares; 2025Q3: 16,384 shares; 2025Q4: 17,485 shares; 2026Q1: 15,758 shares 15,758 $15.7M 0.18% -1,727 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,110 shares; 2024Q4: 434,883 shares; 2025Q1: 426,449 shares; 2025Q2: 486,451 shares; 2025Q3: 491,550 shares; 2025Q4: 616,156 shares; 2026Q1: 635,909 shares 635,909 $15.5M 0.18% +19,753 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 123,988 shares; 2025Q3: 144,312 shares; 2025Q4: 164,014 shares; 2026Q1: 165,636 shares 165,636 $15.3M 0.17% +1,622 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: 156,168 shares; 2024Q4: 157,705 shares; 2025Q1: 170,110 shares; 2025Q2: 183,891 shares; 2025Q3: 185,894 shares; 2025Q4: 185,492 shares; 2026Q1: 193,999 shares 193,999 $15.2M 0.17% +8,507 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,227 shares; 2024Q4: 116,998 shares; 2025Q1: 121,572 shares; 2025Q2: 124,988 shares; 2025Q3: 120,496 shares; 2025Q4: 118,018 shares; 2026Q1: 115,140 shares 115,140 $15.1M 0.17% -2,878 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: 1,438 shares; 2024Q4: 1,628 shares; 2025Q1: 1,832 shares; 2025Q2: 2,519 shares; 2025Q3: 2,417 shares; 2025Q4: 2,727 shares; 2026Q1: 50,732 shares 50,732 $14.8M 0.17% +48,005 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: 93,884 shares; 2024Q4: 169,461 shares; 2025Q1: 90,759 shares; 2025Q2: 89,040 shares; 2025Q3: 100,375 shares; 2025Q4: 291,612 shares; 2026Q1: 284,231 shares 284,231 $14.8M 0.17% -7,381 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266,057 shares; 2024Q4: 906,456 shares; 2025Q1: 604,474 shares; 2025Q2: 616,905 shares; 2025Q3: 645,380 shares; 2025Q4: 654,504 shares; 2026Q1: 666,014 shares 666,014 $14.8M 0.17% +11,510 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,145 shares; 2024Q4: 184,366 shares; 2025Q1: 146,686 shares; 2025Q2: 226,417 shares; 2025Q3: 203,218 shares; 2025Q4: 186,541 shares; 2026Q1: 196,608 shares 196,608 $14.6M 0.17% +10,067 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: 146,852 shares; 2024Q4: 147,452 shares; 2025Q1: 119,440 shares; 2025Q2: 123,288 shares; 2025Q3: 120,649 shares; 2025Q4: 115,370 shares; 2026Q1: 103,662 shares 103,662 $14.4M 0.17% -11,708 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: 293,649 shares; 2024Q4: 294,930 shares; 2025Q1: 278,048 shares; 2025Q2: 275,080 shares; 2025Q3: 256,216 shares; 2025Q4: 242,401 shares; 2026Q1: 314,238 shares 314,238 $14.3M 0.16% +71,837 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,384 shares; 2024Q4: 128,220 shares; 2025Q1: 126,279 shares; 2025Q2: 128,768 shares; 2025Q3: 121,972 shares; 2025Q4: 116,275 shares; 2026Q1: 109,285 shares 109,285 $14.3M 0.16% -6,990 Timeline SFLR 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: 15,269 shares; 2024Q4: 63,551 shares; 2025Q1: 83,460 shares; 2025Q2: 76,843 shares; 2025Q3: 109,994 shares; 2025Q4: 283,999 shares; 2026Q1: 403,720 shares 403,720 $14.3M 0.16% +119,721 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,468 shares; 2024Q4: 126,119 shares; 2025Q1: 135,140 shares; 2025Q2: 148,092 shares; 2025Q3: 161,201 shares; 2025Q4: 167,849 shares; 2026Q1: 182,463 shares 182,463 $14.1M 0.16% +14,614 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,084 shares; 2024Q4: 275,849 shares; 2025Q1: 286,750 shares; 2025Q2: 299,179 shares; 2025Q3: 336,095 shares; 2025Q4: 318,403 shares; 2026Q1: 305,115 shares 305,115 $14M 0.16% -13,288 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,916 shares; 2025Q1: 11,378 shares; 2025Q2: 13,733 shares; 2025Q3: 18,435 shares; 2025Q4: 19,491 shares; 2026Q1: 28,209 shares 28,209 $14M 0.16% +8,718 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: 73,790 shares; 2024Q4: 66,511 shares; 2025Q1: 76,073 shares; 2025Q2: 63,287 shares; 2025Q3: 105,425 shares; 2025Q4: 102,105 shares; 2026Q1: 115,830 shares 115,830 $13.9M 0.16% +13,725 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: 2,020 shares; 2024Q4: 1,932 shares; 2025Q1: 2,003 shares; 2025Q2: 2,073 shares; 2025Q3: 22,552 shares; 2025Q4: 22,046 shares; 2026Q1: 32,135 shares 32,135 $13.9M 0.16% +10,089 Timeline DJAN 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: 439,400 shares; 2024Q4: 420,364 shares; 2025Q1: 409,444 shares; 2025Q2: 381,021 shares; 2025Q3: 366,200 shares; 2025Q4: 322,200 shares; 2026Q1: 323,977 shares 323,977 $13.8M 0.16% +1,777 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,548 shares; 2024Q4: 131,877 shares; 2025Q1: 214,949 shares; 2025Q2: 218,523 shares; 2025Q3: 220,391 shares; 2025Q4: 207,099 shares; 2026Q1: 187,521 shares 187,521 $13.7M 0.16% -19,578 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: 17,366 shares; 2024Q4: 19,455 shares; 2025Q1: 118,439 shares; 2025Q2: 125,137 shares; 2025Q3: 142,888 shares; 2025Q4: 158,730 shares; 2026Q1: 159,919 shares 159,919 $13.6M 0.16% +1,189 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,820 shares; 2025Q1: 14,225 shares; 2025Q2: 18,863 shares; 2025Q3: 20,116 shares; 2025Q4: 23,549 shares; 2026Q1: 37,615 shares 37,615 $13.5M 0.15% +14,066 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: 189,472 shares; 2024Q4: 192,236 shares; 2025Q1: 199,750 shares; 2025Q2: 229,254 shares; 2025Q3: 250,534 shares; 2025Q4: 260,644 shares; 2026Q1: 279,686 shares 279,686 $13.4M 0.15% +19,042 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,502 shares; 2024Q4: 5,007 shares; 2025Q1: 7,179 shares; 2025Q2: 7,724 shares; 2025Q3: 45,359 shares; 2025Q4: 52,177 shares; 2026Q1: 67,752 shares 67,752 $13.4M 0.15% +15,575 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: 62,648 shares; 2024Q4: 62,272 shares; 2025Q1: 73,111 shares; 2025Q2: 77,970 shares; 2025Q3: 100,896 shares; 2025Q4: 111,061 shares; 2026Q1: 124,842 shares 124,842 $13.3M 0.15% +13,781 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: 7,336 shares; 2024Q4: 10,473 shares; 2025Q1: 8,688 shares; 2025Q2: 10,065 shares; 2025Q3: 11,634 shares; 2025Q4: 13,821 shares; 2026Q1: 15,364 shares 15,364 $13.3M 0.15% +1,543 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: 955,129 shares; 2024Q4: 1,238,452 shares; 2025Q1: 1,220,496 shares; 2025Q2: 1,232,780 shares; 2025Q3: 1,102,897 shares; 2025Q4: 1,014,879 shares; 2026Q1: 1,149,193 shares 1,149,193 $13.3M 0.15% +134,314 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,634 shares; 2024Q4: 251,702 shares; 2025Q1: 236,438 shares; 2025Q2: 233,392 shares; 2025Q3: 216,284 shares; 2025Q4: 204,989 shares; 2026Q1: 282,689 shares 282,689 $13.3M 0.15% +77,700 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: 167,233 shares; 2024Q4: 147,511 shares; 2025Q1: 104,116 shares; 2025Q2: 140,591 shares; 2025Q3: 98,095 shares; 2025Q4: 260,435 shares; 2026Q1: 254,208 shares 254,208 $13.2M 0.15% -6,227 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: 89,117 shares; 2024Q4: 89,365 shares; 2025Q1: 89,130 shares; 2025Q2: 101,617 shares; 2025Q3: 143,832 shares; 2025Q4: 270,396 shares; 2026Q1: 192,831 shares 192,831 $13.1M 0.15% -77,565 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,378 shares; 2024Q4: 489,545 shares; 2025Q1: 459,486 shares; 2025Q2: 461,349 shares; 2025Q3: 442,737 shares; 2025Q4: 426,364 shares; 2026Q1: 389,844 shares 389,844 $13.1M 0.15% -36,520 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: 10,960 shares; 2024Q4: 11,921 shares; 2025Q1: 31,537 shares; 2025Q2: 27,879 shares; 2025Q3: 29,643 shares; 2025Q4: 34,260 shares; 2026Q1: 38,621 shares 38,621 $13M 0.15% +4,361 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 279,343 shares 279,343 $13M 0.15% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,855 shares; 2024Q4: 297,478 shares; 2025Q1: 276,261 shares; 2025Q2: 273,205 shares; 2025Q3: 255,612 shares; 2025Q4: 236,381 shares; 2026Q1: 130,927 shares 130,927 $12.8M 0.15% -105,454 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: 27,919 shares; 2024Q4: 34,564 shares; 2025Q1: 74,421 shares; 2025Q2: 89,688 shares; 2025Q3: 97,252 shares; 2025Q4: 95,842 shares; 2026Q1: 232,809 shares 232,809 $12.8M 0.15% +136,967 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 29,125 shares; 2025Q1: 46,488 shares; 2025Q2: 90,823 shares; 2025Q3: 135,368 shares; 2025Q4: 169,841 shares; 2026Q1: 185,649 shares 185,649 $12.7M 0.14% +15,808 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,826 shares; 2024Q4: 21,206 shares; 2025Q1: 196,903 shares; 2025Q2: 208,437 shares; 2025Q3: 206,797 shares; 2025Q4: 194,037 shares; 2026Q1: 181,759 shares 181,759 $12.6M 0.14% -12,278 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,179 shares; 2024Q4: 200,342 shares; 2025Q1: 147,516 shares; 2025Q2: 150,199 shares; 2025Q3: 157,654 shares; 2025Q4: 166,387 shares; 2026Q1: 174,832 shares 174,832 $12.6M 0.14% +8,445 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,912 shares; 2025Q1: 68,828 shares; 2025Q2: 71,467 shares; 2025Q3: 68,706 shares; 2025Q4: 65,969 shares; 2026Q1: 60,377 shares 60,377 $12.6M 0.14% -5,592 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: 127,544 shares; 2024Q4: 140,883 shares; 2025Q1: 109,650 shares; 2025Q2: 114,563 shares; 2025Q3: 116,940 shares; 2025Q4: 126,456 shares; 2026Q1: 129,376 shares 129,376 $12.5M 0.14% +2,920 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 5,732 shares; 2025Q1: 5,726 shares; 2025Q2: 5,878 shares; 2025Q3: not reported; 2025Q4: 298,893 shares; 2026Q1: 313,792 shares 313,792 $12.5M 0.14% +14,899 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: 201,507 shares; 2024Q4: 204,262 shares; 2025Q1: 217,115 shares; 2025Q2: 222,869 shares; 2025Q3: 224,320 shares; 2025Q4: 215,528 shares; 2026Q1: 202,887 shares 202,887 $12.4M 0.14% -12,641 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: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 5,121 shares; 2025Q4: 2,986 shares; 2026Q1: 112,047 shares 112,047 $12.4M 0.14% +109,061 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,485 shares; 2024Q4: 123,471 shares; 2025Q1: 122,609 shares; 2025Q2: 122,994 shares; 2025Q3: 116,514 shares; 2025Q4: 112,312 shares; 2026Q1: 106,470 shares 106,470 $12.3M 0.14% -5,842 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: 228,395 shares; 2024Q4: 244,688 shares; 2025Q1: 263,793 shares; 2025Q2: 272,949 shares; 2025Q3: 267,583 shares; 2025Q4: 252,972 shares; 2026Q1: 231,815 shares 231,815 $12.1M 0.14% -21,157 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,701 shares; 2025Q2: 226,217 shares; 2025Q3: 221,561 shares; 2025Q4: 222,677 shares; 2026Q1: 223,670 shares 223,670 $12.1M 0.14% +993 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267,884 shares; 2025Q4: 248,096 shares; 2026Q1: 226,157 shares 226,157 $11.9M 0.14% -21,939 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,221 shares; 2025Q2: 12,410 shares; 2025Q3: 11,835 shares; 2025Q4: 12,483 shares; 2026Q1: 60,263 shares 60,263 $11.9M 0.14% +47,780 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: 257,272 shares; 2024Q4: 220,234 shares; 2025Q1: 176,467 shares; 2025Q2: 167,475 shares; 2025Q3: 168,961 shares; 2025Q4: 122,472 shares; 2026Q1: 135,590 shares 135,590 $11.8M 0.13% +13,118 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,826 shares; 2024Q4: 137,846 shares; 2025Q1: 141,903 shares; 2025Q2: 156,377 shares; 2025Q3: 162,715 shares; 2025Q4: 172,540 shares; 2026Q1: 173,110 shares 173,110 $11.7M 0.13% +570 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 12,415 shares; 2025Q1: 11,726 shares; 2025Q2: 15,908 shares; 2025Q3: 644,438 shares; 2025Q4: 612,333 shares; 2026Q1: 562,625 shares 562,625 $11.3M 0.13% -49,708 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: 201,001 shares; 2024Q4: 199,354 shares; 2025Q1: 210,393 shares; 2025Q2: 218,889 shares; 2025Q3: 204,929 shares; 2025Q4: 192,647 shares; 2026Q1: 180,377 shares 180,377 $11.2M 0.13% -12,270 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: 66,979 shares; 2024Q4: 55,972 shares; 2025Q1: 175,624 shares; 2025Q2: 94,981 shares; 2025Q3: 95,996 shares; 2025Q4: 61,937 shares; 2026Q1: 116,090 shares 116,090 $11.1M 0.13% +54,153 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: 31,472 shares; 2024Q4: 26,026 shares; 2025Q1: 31,676 shares; 2025Q2: 31,734 shares; 2025Q3: 34,547 shares; 2025Q4: 36,452 shares; 2026Q1: 33,562 shares 33,562 $11M 0.13% -2,890 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,392 shares; 2025Q1: 7,584 shares; 2025Q2: 7,308 shares; 2025Q3: 6,843 shares; 2025Q4: 103,013 shares; 2026Q1: 112,230 shares 112,230 $10.8M 0.12% +9,217 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: 142,909 shares; 2024Q4: 118,009 shares; 2025Q1: 119,283 shares; 2025Q2: 115,710 shares; 2025Q3: 116,320 shares; 2025Q4: 111,482 shares; 2026Q1: 128,219 shares 128,219 $10.6M 0.12% +16,737 Timeline CGUI 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: 21,004 shares; 2025Q1: 57,903 shares; 2025Q2: 74,414 shares; 2025Q3: 71,730 shares; 2025Q4: 60,162 shares; 2026Q1: 414,867 shares 414,867 $10.5M 0.12% +354,705 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,440 shares; 2024Q4: 397,990 shares; 2025Q1: 429,956 shares; 2025Q2: 489,753 shares; 2025Q3: 527,799 shares; 2025Q4: 576,532 shares; 2026Q1: 603,315 shares 603,315 $10.4M 0.12% +26,783 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,679 shares; 2024Q4: 694,290 shares; 2025Q1: 716,902 shares; 2025Q2: 734,963 shares; 2025Q3: 736,896 shares; 2025Q4: 704,717 shares; 2026Q1: 655,229 shares 655,229 $10.3M 0.12% -49,488 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,362 shares; 2026Q1: 134,112 shares 134,112 $10.2M 0.12% -9,250 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 15,560 shares; 2025Q1: 15,447 shares; 2025Q2: 15,637 shares; 2025Q3: 17,264 shares; 2025Q4: 91,158 shares; 2026Q1: 97,229 shares 97,229 $10.2M 0.12% +6,071 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: 11,012 shares; 2024Q4: 10,945 shares; 2025Q1: 10,803 shares; 2025Q2: 11,671 shares; 2025Q3: 16,175 shares; 2025Q4: 17,598 shares; 2026Q1: 14,440 shares 14,440 $10.1M 0.12% -3,158 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,222 shares; 2024Q4: 89,943 shares; 2025Q1: 105,870 shares; 2025Q2: 109,162 shares; 2025Q3: 113,453 shares; 2025Q4: 109,541 shares; 2026Q1: 102,416 shares 102,416 $10M 0.11% -7,125 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,176 shares; 2024Q4: 105,797 shares; 2025Q1: 130,595 shares; 2025Q2: 151,152 shares; 2025Q3: 161,996 shares; 2025Q4: 181,695 shares; 2026Q1: 188,555 shares 188,555 $9.96M 0.11% +6,860 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: 98,638 shares; 2024Q4: 101,454 shares; 2025Q1: 58,476 shares; 2025Q2: 62,200 shares; 2025Q3: 19,493 shares; 2025Q4: 11,654 shares; 2026Q1: 87,760 shares 87,760 $9.77M 0.11% +76,106 Timeline EEMV 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: 168,397 shares; 2024Q4: 165,050 shares; 2025Q1: 169,009 shares; 2025Q2: 157,618 shares; 2025Q3: 152,706 shares; 2025Q4: 144,210 shares; 2026Q1: 150,892 shares 150,892 $9.77M 0.11% +6,682 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,767 shares; 2024Q4: 491,831 shares; 2025Q1: 539,713 shares; 2025Q2: 566,362 shares; 2025Q3: 657,647 shares; 2025Q4: 628,491 shares; 2026Q1: 594,114 shares 594,114 $9.76M 0.11% -34,377 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: 167,639 shares; 2024Q4: 186,155 shares; 2025Q1: 38,769 shares; 2025Q2: 40,127 shares; 2025Q3: 122,613 shares; 2025Q4: 123,598 shares; 2026Q1: 159,186 shares 159,186 $9.65M 0.11% +35,588 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: 185,739 shares; 2024Q4: 139,656 shares; 2025Q1: 91,594 shares; 2025Q2: 101,207 shares; 2025Q3: 103,776 shares; 2025Q4: 92,620 shares; 2026Q1: 92,748 shares 92,748 $9.59M 0.11% +128 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: 36,240 shares; 2024Q4: 33,478 shares; 2025Q1: 32,807 shares; 2025Q2: 96,820 shares; 2025Q3: 156,018 shares; 2025Q4: 166,200 shares; 2026Q1: 246,152 shares 246,152 $9.57M 0.11% +79,952 Timeline XSLV 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: 216,133 shares; 2024Q4: 208,336 shares; 2025Q1: 212,975 shares; 2025Q2: 201,484 shares; 2025Q3: 197,155 shares; 2025Q4: 191,699 shares; 2026Q1: 201,765 shares 201,765 $9.52M 0.11% +10,066 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,021 shares; 2024Q4: 85,199 shares; 2025Q1: 88,171 shares; 2025Q2: 90,844 shares; 2025Q3: 93,106 shares; 2025Q4: 99,028 shares; 2026Q1: 98,443 shares 98,443 $9.5M 0.11% -585 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,533 shares; 2025Q4: 129,992 shares; 2026Q1: 137,087 shares 137,087 $9.49M 0.11% +7,095 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: 27,216 shares; 2024Q4: 26,580 shares; 2025Q1: 49,404 shares; 2025Q2: 51,752 shares; 2025Q3: 59,180 shares; 2025Q4: 58,175 shares; 2026Q1: 60,332 shares 60,332 $9.37M 0.11% +2,157 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,534 shares; 2024Q4: 72,555 shares; 2025Q1: 76,604 shares; 2025Q2: 102,198 shares; 2025Q3: 108,014 shares; 2025Q4: 117,367 shares; 2026Q1: 122,713 shares 122,713 $9.25M 0.11% +5,346 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,089 shares; 2024Q4: 100,176 shares; 2025Q1: 107,202 shares; 2025Q2: 112,832 shares; 2025Q3: 110,565 shares; 2025Q4: 106,426 shares; 2026Q1: 101,681 shares 101,681 $9.17M 0.1% -4,745 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,186 shares; 2025Q2: 70,076 shares; 2025Q3: 76,652 shares; 2025Q4: 74,610 shares; 2026Q1: 69,627 shares 69,627 $9.13M 0.1% -4,983 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: 55,454 shares; 2024Q4: 205,188 shares; 2025Q1: 342,943 shares; 2025Q2: 342,337 shares; 2025Q3: 347,771 shares; 2025Q4: 343,307 shares; 2026Q1: 363,639 shares 363,639 $9.13M 0.1% +20,332 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073,347 shares 1,073,347 $8.93M 0.1% new 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: 23,120 shares; 2024Q4: 18,410 shares; 2025Q1: 27,943 shares; 2025Q2: 27,331 shares; 2025Q3: 25,789 shares; 2025Q4: 27,871 shares; 2026Q1: 25,946 shares 25,946 $8.91M 0.1% -1,925 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: 196,447 shares; 2024Q4: 157,172 shares; 2025Q1: 107,754 shares; 2025Q2: 105,208 shares; 2025Q3: 184,761 shares; 2025Q4: 183,727 shares; 2026Q1: 182,413 shares 182,413 $8.89M 0.1% -1,314 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: 97,931 shares; 2024Q4: 99,719 shares; 2025Q1: 100,501 shares; 2025Q2: 86,147 shares; 2025Q3: 86,373 shares; 2025Q4: 93,434 shares; 2026Q1: 99,248 shares 99,248 $8.8M 0.1% +5,814 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: 15,234 shares; 2024Q4: 19,950 shares; 2025Q1: 192,568 shares; 2025Q2: 206,921 shares; 2025Q3: 240,400 shares; 2025Q4: 236,675 shares; 2026Q1: 236,185 shares 236,185 $8.79M 0.1% -490 Timeline RYLD 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: 448,336 shares; 2024Q4: 457,302 shares; 2025Q1: 510,183 shares; 2025Q2: 527,237 shares; 2025Q3: 530,600 shares; 2025Q4: 552,522 shares; 2026Q1: 587,762 shares 587,762 $8.79M 0.1% +35,240 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: 31,702 shares; 2024Q4: 30,792 shares; 2025Q1: 27,245 shares; 2025Q2: 46,796 shares; 2025Q3: 21,205 shares; 2025Q4: 37,655 shares; 2026Q1: 59,563 shares 59,563 $8.73M 0.1% +21,908 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 47,597 shares; 2025Q1: 28,300 shares; 2025Q2: 27,393 shares; 2025Q3: 26,119 shares; 2025Q4: 30,769 shares; 2026Q1: 218,371 shares 218,371 $8.71M 0.1% +187,602 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 5,881 shares; 2025Q1: 5,927 shares; 2025Q2: 6,308 shares; 2025Q3: 94,332 shares; 2025Q4: 89,536 shares; 2026Q1: 83,998 shares 83,998 $8.7M 0.1% -5,538 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 31,924 shares; 2025Q1: 35,399 shares; 2025Q2: 33,077 shares; 2025Q3: 33,705 shares; 2025Q4: 38,526 shares; 2026Q1: 36,261 shares 36,261 $8.7M 0.1% -2,265 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,999 shares; 2024Q4: 109,365 shares; 2025Q1: 113,912 shares; 2025Q2: 126,168 shares; 2025Q3: 132,671 shares; 2025Q4: 142,454 shares; 2026Q1: 154,161 shares 154,161 $8.67M 0.1% +11,707 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,967 shares; 2024Q4: 342,880 shares; 2025Q1: 378,951 shares; 2025Q2: 407,208 shares; 2025Q3: 447,659 shares; 2025Q4: 404,310 shares; 2026Q1: 385,199 shares 385,199 $8.66M 0.1% -19,111 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: 531,637 shares; 2026Q1: 516,373 shares 516,373 $8.58M 0.1% -15,264 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: 62,212 shares; 2024Q4: 56,945 shares; 2025Q1: 56,522 shares; 2025Q2: 59,812 shares; 2025Q3: 55,581 shares; 2025Q4: 62,894 shares; 2026Q1: 58,771 shares 58,771 $8.49M 0.1% -4,123 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 99,042 shares; 2025Q1: 98,325 shares; 2025Q2: 101,121 shares; 2025Q3: 62,365 shares; 2025Q4: 84,302 shares; 2026Q1: 91,481 shares 91,481 $8.48M 0.1% +7,179 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,359 shares; 2025Q2: 56,934 shares; 2025Q3: 74,241 shares; 2025Q4: 79,777 shares; 2026Q1: 84,111 shares 84,111 $8.47M 0.1% +4,334 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,957 shares; 2024Q4: 97,088 shares; 2025Q1: 120,881 shares; 2025Q2: 121,615 shares; 2025Q3: 110,885 shares; 2025Q4: 108,884 shares; 2026Q1: 103,999 shares 103,999 $8.46M 0.1% -4,885 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,589 shares; 2024Q4: 325,021 shares; 2025Q1: 348,803 shares; 2025Q2: 375,218 shares; 2025Q3: 464,344 shares; 2025Q4: 443,915 shares; 2026Q1: 436,621 shares 436,621 $8.39M 0.1% -7,294 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 63,103 shares; 2025Q1: 57,953 shares; 2025Q2: 53,155 shares; 2025Q3: 55,288 shares; 2025Q4: 47,919 shares; 2026Q1: 22,549 shares 22,549 $8.36M 0.1% -25,370 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: 96,304 shares; 2024Q4: 88,091 shares; 2025Q1: 80,745 shares; 2025Q2: 80,176 shares; 2025Q3: 74,755 shares; 2025Q4: 87,228 shares; 2026Q1: 364,775 shares 364,775 $8.36M 0.1% +277,547 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 933 shares; 2025Q1: 747 shares; 2025Q2: 643 shares; 2025Q3: 2,457 shares; 2025Q4: 18,037 shares; 2026Q1: 21,033 shares 21,033 $8.34M 0.1% +2,996 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 509 shares; 2025Q2: 547 shares; 2025Q3: not reported; 2025Q4: 15,895 shares; 2026Q1: 19,350 shares 19,350 $8.23M 0.09% +3,455 Timeline PJUN 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: 1,013,420 shares; 2024Q4: 388,528 shares; 2025Q1: 375,242 shares; 2025Q2: 203,841 shares; 2025Q3: 939,195 shares; 2025Q4: 199,634 shares; 2026Q1: 196,692 shares 196,692 $8.23M 0.09% -2,942 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,786 shares; 2025Q3: 204,504 shares; 2025Q4: 227,504 shares; 2026Q1: 246,326 shares 246,326 $8.12M 0.09% +18,822 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,412 shares; 2024Q4: 147,848 shares; 2025Q1: 130,253 shares; 2025Q2: 117,043 shares; 2025Q3: 115,242 shares; 2025Q4: 117,571 shares; 2026Q1: 119,703 shares 119,703 $8.09M 0.09% +2,132 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,593 shares; 2024Q4: 155,565 shares; 2025Q1: 163,811 shares; 2025Q2: 161,290 shares; 2025Q3: 187,115 shares; 2025Q4: 231,562 shares; 2026Q1: 227,167 shares 227,167 $8.05M 0.09% -4,395 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: 25,548 shares; 2024Q4: 25,070 shares; 2025Q1: 23,479 shares; 2025Q2: 23,543 shares; 2025Q3: 23,167 shares; 2025Q4: 24,101 shares; 2026Q1: 114,131 shares 114,131 $8.01M 0.09% +90,030 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: 58,625 shares; 2024Q4: 179,901 shares; 2025Q1: 193,206 shares; 2025Q2: 200,581 shares; 2025Q3: 205,371 shares; 2025Q4: 241,917 shares; 2026Q1: 257,251 shares 257,251 $7.96M 0.09% +15,334 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,232 shares; 2024Q4: 257,928 shares; 2025Q1: 245,923 shares; 2025Q2: 215,272 shares; 2025Q3: 224,316 shares; 2025Q4: 229,280 shares; 2026Q1: 166,301 shares 166,301 $7.94M 0.09% -62,979 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: 4,466 shares; 2024Q4: 4,923 shares; 2025Q1: 5,044 shares; 2025Q2: 5,830 shares; 2025Q3: 7,943 shares; 2025Q4: 8,133 shares; 2026Q1: 9,081 shares 9,081 $7.93M 0.09% +948 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: 5,294 shares; 2024Q4: 5,518 shares; 2025Q1: 6,255 shares; 2025Q2: 7,313 shares; 2025Q3: 9,072 shares; 2025Q4: 10,406 shares; 2026Q1: 8,810 shares 8,810 $7.89M 0.09% -1,596 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: 123,930 shares; 2024Q4: 109,153 shares; 2025Q1: 116,746 shares; 2025Q2: 115,095 shares; 2025Q3: 269,381 shares; 2025Q4: 270,517 shares; 2026Q1: 280,279 shares 280,279 $7.87M 0.09% +9,762 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,637 shares; 2025Q3: 172,726 shares; 2025Q4: 190,516 shares; 2026Q1: 214,703 shares 214,703 $7.78M 0.09% +24,187 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: 29,148 shares; 2024Q4: 21,665 shares; 2025Q1: 54,824 shares; 2025Q2: 58,241 shares; 2025Q3: 57,998 shares; 2025Q4: 58,033 shares; 2026Q1: 60,058 shares 60,058 $7.73M 0.09% +2,025 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: 73,863 shares; 2024Q4: 46,441 shares; 2025Q1: 26,262 shares; 2025Q2: 26,565 shares; 2025Q3: 25,210 shares; 2025Q4: 70,208 shares; 2026Q1: 162,198 shares 162,198 $7.44M 0.09% +91,990 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: 8,178 shares; 2024Q4: 36,034 shares; 2025Q1: 56,674 shares; 2025Q2: 57,738 shares; 2025Q3: 75,914 shares; 2025Q4: 71,981 shares; 2026Q1: 64,785 shares 64,785 $7.35M 0.08% -7,196 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: 57,498 shares; 2024Q4: 236,115 shares; 2025Q1: 308,791 shares; 2025Q2: 301,073 shares; 2025Q3: 294,459 shares; 2025Q4: 264,538 shares; 2026Q1: 250,395 shares 250,395 $7.29M 0.08% -14,143 Timeline PAUG 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: 893,926 shares; 2024Q4: 947,996 shares; 2025Q1: 200,847 shares; 2025Q2: 167,787 shares; 2025Q3: 901,501 shares; 2025Q4: 884,459 shares; 2026Q1: 170,207 shares 170,207 $7.27M 0.08% -714,252 Timeline EALT 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: 8,143 shares; 2024Q4: 8,845 shares; 2025Q1: 7,959 shares; 2025Q2: 12,449 shares; 2025Q3: 109,125 shares; 2025Q4: 196,513 shares; 2026Q1: 215,855 shares 215,855 $7.25M 0.08% +19,342 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: 81,809 shares; 2024Q4: 79,276 shares; 2025Q1: 82,198 shares; 2025Q2: 90,384 shares; 2025Q3: 94,881 shares; 2025Q4: 99,827 shares; 2026Q1: 106,103 shares 106,103 $7.23M 0.08% +6,276 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.18M 0.08% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 46,374 shares; 2025Q1: 40,190 shares; 2025Q2: 69,692 shares; 2025Q3: 66,907 shares; 2025Q4: 69,719 shares; 2026Q1: 63,922 shares 63,922 $7.09M 0.08% -5,797 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 16,599 shares; 2025Q1: 52,215 shares; 2025Q2: 51,138 shares; 2025Q3: 44,127 shares; 2025Q4: 40,015 shares; 2026Q1: 43,069 shares 43,069 $7.07M 0.08% +3,054 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,757 shares; 2024Q4: 557,742 shares; 2025Q1: 561,583 shares; 2025Q2: 77,873 shares; 2025Q3: 73,139 shares; 2025Q4: 74,241 shares; 2026Q1: 66,244 shares 66,244 $7.02M 0.08% -7,997 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: 112,740 shares; 2024Q4: 117,971 shares; 2025Q1: 114,508 shares; 2025Q2: 103,438 shares; 2025Q3: 98,657 shares; 2025Q4: 104,192 shares; 2026Q1: 104,817 shares 104,817 $6.92M 0.08% +625 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: 16,053 shares; 2024Q4: 20,676 shares; 2025Q1: 24,566 shares; 2025Q2: 21,766 shares; 2025Q3: 28,985 shares; 2025Q4: 28,123 shares; 2026Q1: 31,769 shares 31,769 $6.9M 0.08% +3,646 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,368 shares; 2025Q4: 222,859 shares; 2026Q1: 270,830 shares 270,830 $6.81M 0.08% +47,971 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,409 shares; 2024Q4: 34,122 shares; 2025Q1: 40,281 shares; 2025Q2: 104,156 shares; 2025Q3: 131,974 shares; 2025Q4: 113,951 shares; 2026Q1: 58,699 shares 58,699 $6.75M 0.08% -55,252 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: 37,175 shares; 2024Q4: 142,031 shares; 2025Q1: 223,030 shares; 2025Q2: 225,649 shares; 2025Q3: 263,858 shares; 2025Q4: 250,995 shares; 2026Q1: 220,626 shares 220,626 $6.73M 0.08% -30,369 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: 94,517 shares; 2024Q4: 70,974 shares; 2025Q1: 88,837 shares; 2025Q2: 92,097 shares; 2025Q3: 95,294 shares; 2025Q4: 107,220 shares; 2026Q1: 121,108 shares 121,108 $6.72M 0.08% +13,888 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: 27,252 shares; 2024Q4: 27,456 shares; 2025Q1: 30,240 shares; 2025Q2: 30,881 shares; 2025Q3: 29,519 shares; 2025Q4: 29,848 shares; 2026Q1: 28,889 shares 28,889 $6.64M 0.08% -959 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: 17,619 shares; 2025Q2: 15,946 shares; 2025Q3: 17,438 shares; 2025Q4: 20,884 shares; 2026Q1: 31,034 shares 31,034 $6.63M 0.08% +10,150 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: 81,458 shares; 2024Q4: 111,063 shares; 2025Q1: 137,608 shares; 2025Q2: 153,998 shares; 2025Q3: 85,544 shares; 2025Q4: 86,589 shares; 2026Q1: 86,311 shares 86,311 $6.56M 0.08% -278 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 7,060 shares; 2025Q1: 7,718 shares; 2025Q2: 14,640 shares; 2025Q3: 15,733 shares; 2025Q4: 16,862 shares; 2026Q1: 37,657 shares 37,657 $6.52M 0.07% +20,795 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,758 shares; 2024Q4: 98,820 shares; 2025Q1: 103,780 shares; 2025Q2: 116,480 shares; 2025Q3: 123,334 shares; 2025Q4: 127,585 shares; 2026Q1: 137,541 shares 137,541 $6.46M 0.07% +9,956 Timeline PMAR 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: 190,676 shares; 2024Q4: 138,955 shares; 2025Q1: 183,924 shares; 2025Q2: 846,204 shares; 2025Q3: 147,132 shares; 2025Q4: 138,754 shares; 2026Q1: 143,551 shares 143,551 $6.41M 0.07% +4,797 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: 17,569 shares; 2024Q4: 16,674 shares; 2025Q1: 34,033 shares; 2025Q2: 31,902 shares; 2025Q3: 32,824 shares; 2025Q4: 33,352 shares; 2026Q1: 32,934 shares 32,934 $6.39M 0.07% -418 Timeline FRDM 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: 52,345 shares; 2024Q4: 48,228 shares; 2025Q1: 9,615 shares; 2025Q2: 5,164 shares; 2025Q3: 4,556 shares; 2025Q4: 31,118 shares; 2026Q1: 116,907 shares 116,907 $6.39M 0.07% +85,789 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: 12,856 shares; 2024Q4: 11,533 shares; 2025Q1: 12,009 shares; 2025Q2: 10,523 shares; 2025Q3: 10,145 shares; 2025Q4: 12,176 shares; 2026Q1: 16,185 shares 16,185 $6.34M 0.07% +4,009 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 3,757 shares; 2025Q1: 6,699 shares; 2025Q2: 6,911 shares; 2025Q3: 7,567 shares; 2025Q4: 8,070 shares; 2026Q1: 7,431 shares 7,431 $6.29M 0.07% -639 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 10,592 shares; 2025Q1: 30,227 shares; 2025Q2: 30,507 shares; 2025Q3: 29,037 shares; 2025Q4: 31,788 shares; 2026Q1: 31,522 shares 31,522 $6.27M 0.07% -266 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,426 shares; 2024Q4: 93,576 shares; 2025Q1: 88,294 shares; 2025Q2: 43,135 shares; 2025Q3: 44,092 shares; 2025Q4: 44,182 shares; 2026Q1: 49,466 shares 49,466 $6.15M 0.07% +5,284 Timeline PAPR 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: 927,708 shares; 2024Q4: 157,382 shares; 2025Q1: 97,136 shares; 2025Q2: 887,824 shares; 2025Q3: 146,980 shares; 2025Q4: 170,595 shares; 2026Q1: 154,037 shares 154,037 $6.13M 0.07% -16,558 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 200,156 shares; 2026Q1: 80,668 shares 80,668 $6.1M 0.07% -119,488 Timeline PMAY 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: 242,968 shares; 2024Q4: 176,107 shares; 2025Q1: 168,276 shares; 2025Q2: 163,667 shares; 2025Q3: 159,170 shares; 2025Q4: 156,663 shares; 2026Q1: 151,634 shares 151,634 $6.06M 0.07% -5,029 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 41,281 shares; 2025Q2: 41,554 shares; 2025Q3: 47,563 shares; 2025Q4: 52,124 shares; 2026Q1: 52,061 shares 52,061 $6.05M 0.07% -63 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,236 shares; 2024Q4: 64,555 shares; 2025Q1: 68,407 shares; 2025Q2: 121,519 shares; 2025Q3: 135,268 shares; 2025Q4: 179,756 shares; 2026Q1: 186,200 shares 186,200 $6.04M 0.07% +6,444 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: 895 shares; 2025Q1: 1,108 shares; 2025Q2: 1,234 shares; 2025Q3: 2,227 shares; 2025Q4: 2,543 shares; 2026Q1: 15,177 shares 15,177 $6.04M 0.07% +12,634 Timeline VOOG 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: 8,533 shares; 2024Q4: 8,502 shares; 2025Q1: 11,714 shares; 2025Q2: 13,198 shares; 2025Q3: 16,302 shares; 2025Q4: 17,572 shares; 2026Q1: 14,706 shares 14,706 $6M 0.07% -2,866 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,665 shares; 2024Q4: 60,941 shares; 2025Q1: 64,884 shares; 2025Q2: 71,051 shares; 2025Q3: 76,160 shares; 2025Q4: 79,494 shares; 2026Q1: 87,167 shares 87,167 $6M 0.07% +7,673 Timeline PJUL 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: 766,632 shares; 2024Q4: 119,328 shares; 2025Q1: 106,173 shares; 2025Q2: 81,656 shares; 2025Q3: 797,215 shares; 2025Q4: 147,637 shares; 2026Q1: 129,147 shares 129,147 $5.94M 0.07% -18,490 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: 15,548 shares; 2024Q4: 15,562 shares; 2025Q1: 32,419 shares; 2025Q2: 19,567 shares; 2025Q3: 117,905 shares; 2025Q4: 81,776 shares; 2026Q1: 64,625 shares 64,625 $5.93M 0.07% -17,151 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,382 shares; 2024Q4: 191,555 shares; 2025Q1: 176,569 shares; 2025Q2: 179,821 shares; 2025Q3: 179,436 shares; 2025Q4: 155,708 shares; 2026Q1: 153,975 shares 153,975 $5.92M 0.07% -1,733 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: 11,081 shares; 2024Q4: 32,724 shares; 2025Q1: 39,592 shares; 2025Q2: 41,793 shares; 2025Q3: 76,126 shares; 2025Q4: 112,693 shares; 2026Q1: 126,548 shares 126,548 $5.91M 0.07% +13,855 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: 31,426 shares; 2024Q4: not reported; 2025Q1: 84,729 shares; 2025Q2: 105,355 shares; 2025Q3: 112,504 shares; 2025Q4: 107,893 shares; 2026Q1: 111,433 shares 111,433 $5.88M 0.07% +3,540 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,438 shares; 2024Q4: 34,564 shares; 2025Q1: 33,885 shares; 2025Q2: 31,083 shares; 2025Q3: 31,224 shares; 2025Q4: 30,048 shares; 2026Q1: 30,822 shares 30,822 $5.84M 0.07% +774 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: 16,548 shares; 2024Q4: 16,289 shares; 2025Q1: 17,795 shares; 2025Q2: 16,988 shares; 2025Q3: 19,115 shares; 2025Q4: 18,131 shares; 2026Q1: 23,776 shares 23,776 $5.76M 0.07% +5,645 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: 74,189 shares; 2024Q4: 81,347 shares; 2025Q1: 77,826 shares; 2025Q2: 77,264 shares; 2025Q3: 75,591 shares; 2025Q4: 80,977 shares; 2026Q1: 84,794 shares 84,794 $5.73M 0.07% +3,817 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,285 shares; 2025Q1: 3,908 shares; 2025Q2: 5,183 shares; 2025Q3: 154,115 shares; 2025Q4: 194,215 shares; 2026Q1: 250,512 shares 250,512 $5.68M 0.06% +56,297 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: 7,593 shares; 2024Q4: 13,636 shares; 2025Q1: 21,360 shares; 2025Q2: 57,514 shares; 2025Q3: 65,649 shares; 2025Q4: 66,604 shares; 2026Q1: 69,493 shares 69,493 $5.6M 0.06% +2,889 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: 46,986 shares; 2024Q4: 45,453 shares; 2025Q1: 48,295 shares; 2025Q2: 51,119 shares; 2025Q3: 56,533 shares; 2025Q4: 70,859 shares; 2026Q1: 72,587 shares 72,587 $5.6M 0.06% +1,728 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,373 shares 169,373 $5.54M 0.06% new 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: 11,368 shares; 2024Q4: 12,745 shares; 2025Q1: 13,387 shares; 2025Q2: 14,196 shares; 2025Q3: 14,757 shares; 2025Q4: 15,074 shares; 2026Q1: 15,013 shares 15,013 $5.52M 0.06% -61 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,419 shares 132,419 $5.44M 0.06% new Timeline TJUL 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: 90,105 shares; 2024Q4: 90,076 shares; 2025Q1: 89,852 shares; 2025Q2: 89,526 shares; 2025Q3: 183,512 shares; 2025Q4: 186,376 shares; 2026Q1: 181,094 shares 181,094 $5.32M 0.06% -5,282 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: 71,042 shares; 2024Q4: 66,913 shares; 2025Q1: 71,433 shares; 2025Q2: 59,391 shares; 2025Q3: 98,621 shares; 2025Q4: 117,922 shares; 2026Q1: 130,196 shares 130,196 $5.32M 0.06% +12,274 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: 9,902 shares; 2024Q4: 11,821 shares; 2025Q1: 11,644 shares; 2025Q2: 13,740 shares; 2025Q3: 15,979 shares; 2025Q4: 18,678 shares; 2026Q1: 18,956 shares 18,956 $5.29M 0.06% +278 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,428 shares; 2024Q4: 190,022 shares; 2025Q1: 175,592 shares; 2025Q2: 198,810 shares; 2025Q3: 186,778 shares; 2025Q4: 173,859 shares; 2026Q1: 174,407 shares 174,407 $5.29M 0.06% +548 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 9,099 shares; 2025Q1: 10,283 shares; 2025Q2: 9,989 shares; 2025Q3: 16,829 shares; 2025Q4: 9,416 shares; 2026Q1: 20,532 shares 20,532 $5.28M 0.06% +11,116 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,106 shares; 2025Q3: 90,657 shares; 2025Q4: 94,695 shares; 2026Q1: 104,313 shares 104,313 $5.22M 0.06% +9,618 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: 25,048 shares; 2024Q4: 25,705 shares; 2025Q1: 22,868 shares; 2025Q2: 34,087 shares; 2025Q3: 31,779 shares; 2025Q4: 64,914 shares; 2026Q1: 38,991 shares 38,991 $5.18M 0.06% -25,923 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: 3,582 shares; 2024Q4: 3,971 shares; 2025Q1: 3,426 shares; 2025Q2: 1,878 shares; 2025Q3: 1,949 shares; 2025Q4: 3,556 shares; 2026Q1: 35,737 shares 35,737 $5.18M 0.06% +32,181 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: 23,564 shares; 2024Q4: 26,714 shares; 2025Q1: 17,534 shares; 2025Q2: 30,110 shares; 2025Q3: 28,984 shares; 2025Q4: 72,334 shares; 2026Q1: 101,855 shares 101,855 $5.15M 0.06% +29,521 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: 1,162,422 shares; 2024Q4: 1,434,951 shares; 2025Q1: 115,615 shares; 2025Q2: 125,575 shares; 2025Q3: 1,648,859 shares; 2025Q4: 1,675,549 shares; 2026Q1: 130,915 shares 130,915 $5.15M 0.06% -1,544,634 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,207 shares; 2025Q4: 118,451 shares; 2026Q1: 99,760 shares 99,760 $5.14M 0.06% -18,691 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: 17,545 shares; 2024Q4: 7,531 shares; 2025Q1: 10,225 shares; 2025Q2: 30,273 shares; 2025Q3: 29,282 shares; 2025Q4: 25,838 shares; 2026Q1: 46,958 shares 46,958 $5.12M 0.06% +21,120 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: 25,953 shares; 2024Q4: 26,572 shares; 2025Q1: 26,045 shares; 2025Q2: 26,267 shares; 2025Q3: 27,439 shares; 2025Q4: 30,682 shares; 2026Q1: 30,924 shares 30,924 $5.11M 0.06% +242 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,855 shares; 2025Q1: 12,714 shares; 2025Q2: 24,851 shares; 2025Q3: 16,222 shares; 2025Q4: 16,519 shares; 2026Q1: 38,169 shares 38,169 $5.04M 0.06% +21,650 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares; 2025Q4: 164,675 shares; 2026Q1: 202,103 shares 202,103 $4.96M 0.06% +37,428 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,561 shares; 2024Q4: 37,799 shares; 2025Q1: 37,043 shares; 2025Q2: 40,300 shares; 2025Q3: 40,703 shares; 2025Q4: 46,915 shares; 2026Q1: 49,198 shares 49,198 $4.93M 0.06% +2,283 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 63,963 shares; 2025Q1: 62,984 shares; 2025Q2: 60,604 shares; 2025Q3: 59,834 shares; 2025Q4: 45,988 shares; 2026Q1: 43,482 shares 43,482 $4.89M 0.06% -2,506 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 12,537 shares; 2025Q1: 14,371 shares; 2025Q2: 17,390 shares; 2025Q3: 25,916 shares; 2025Q4: 30,866 shares; 2026Q1: 29,493 shares 29,493 $4.89M 0.06% -1,373 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: 8,468 shares; 2024Q4: 6,527 shares; 2025Q1: 54,061 shares; 2025Q2: 54,113 shares; 2025Q3: 47,708 shares; 2025Q4: 49,475 shares; 2026Q1: 51,713 shares 51,713 $4.86M 0.06% +2,238 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 10,992 shares; 2025Q1: 12,673 shares; 2025Q2: 10,331 shares; 2025Q3: 9,725 shares; 2025Q4: 9,242 shares; 2026Q1: 40,974 shares 40,974 $4.86M 0.06% +31,732 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: 2,876 shares; 2024Q4: 3,005 shares; 2025Q1: 6,640 shares; 2025Q2: 6,649 shares; 2025Q3: 6,725 shares; 2025Q4: 6,990 shares; 2026Q1: 7,121 shares 7,121 $4.86M 0.06% +131 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,884 shares; 2024Q4: 35,349 shares; 2025Q1: 33,069 shares; 2025Q2: 30,760 shares; 2025Q3: 33,081 shares; 2025Q4: 35,108 shares; 2026Q1: 36,554 shares 36,554 $4.83M 0.06% +1,446 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,458 shares; 2024Q4: 37,758 shares; 2025Q1: 54,160 shares; 2025Q2: 53,735 shares; 2025Q3: 59,149 shares; 2025Q4: 60,232 shares; 2026Q1: 53,380 shares 53,380 $4.83M 0.06% -6,852 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: 24,013 shares; 2024Q4: 23,269 shares; 2025Q1: 22,967 shares; 2025Q2: 22,931 shares; 2025Q3: 21,541 shares; 2025Q4: 20,509 shares; 2026Q1: 20,399 shares 20,399 $4.82M 0.06% -110 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,610 shares 106,610 $4.8M 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,393 shares; 2025Q1: 8,458 shares; 2025Q2: 8,573 shares; 2025Q3: 10,187 shares; 2025Q4: 10,702 shares; 2026Q1: 10,354 shares 10,354 $4.8M 0.05% -348 Timeline PSEP 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: 800,666 shares; 2024Q4: 894,965 shares; 2025Q1: 148,978 shares; 2025Q2: 90,984 shares; 2025Q3: 825,432 shares; 2025Q4: 805,750 shares; 2026Q1: 111,281 shares 111,281 $4.79M 0.05% -694,469 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,468 shares; 2024Q4: 90,174 shares; 2025Q1: 218,196 shares; 2025Q2: 215,504 shares; 2025Q3: 202,407 shares; 2025Q4: 198,881 shares; 2026Q1: 206,069 shares 206,069 $4.78M 0.05% +7,188 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: 28,793 shares; 2024Q4: 17,586 shares; 2025Q1: 10,912 shares; 2025Q2: 22,368 shares; 2025Q3: 16,204 shares; 2025Q4: 13,230 shares; 2026Q1: 12,468 shares 12,468 $4.78M 0.05% -762 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,679 shares; 2025Q2: 217,056 shares; 2025Q3: 232,396 shares; 2025Q4: 259,703 shares; 2026Q1: 275,470 shares 275,470 $4.75M 0.05% +15,767 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,060 shares; 2024Q4: 21,011 shares; 2025Q1: 47,697 shares; 2025Q2: 56,597 shares; 2025Q3: 25,619 shares; 2025Q4: 24,923 shares; 2026Q1: 26,152 shares 26,152 $4.71M 0.05% +1,229 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: 8,390 shares; 2024Q4: 8,046 shares; 2025Q1: 8,292 shares; 2025Q2: 8,260 shares; 2025Q3: 8,279 shares; 2025Q4: 8,795 shares; 2026Q1: 9,187 shares 9,187 $4.59M 0.05% +392 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: 10,489 shares; 2024Q4: 12,367 shares; 2025Q1: 15,954 shares; 2025Q2: 12,773 shares; 2025Q3: 13,762 shares; 2025Q4: 14,948 shares; 2026Q1: 15,962 shares 15,962 $4.58M 0.05% +1,014 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: 24,289 shares; 2024Q4: 26,444 shares; 2025Q1: 13,291 shares; 2025Q2: 17,251 shares; 2025Q3: 17,715 shares; 2025Q4: 17,485 shares; 2026Q1: 16,883 shares 16,883 $4.57M 0.05% -602 Timeline TJAN 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: 106,435 shares; 2025Q2: 175,561 shares; 2025Q3: 169,491 shares; 2025Q4: 169,075 shares; 2026Q1: 168,266 shares 168,266 $4.56M 0.05% -809 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: 48,791 shares; 2024Q4: 52,550 shares; 2025Q1: 51,027 shares; 2025Q2: 50,888 shares; 2025Q3: 51,179 shares; 2025Q4: 73,316 shares; 2026Q1: 84,068 shares 84,068 $4.55M 0.05% +10,752 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 7,442 shares; 2025Q1: 8,437 shares; 2025Q2: 10,185 shares; 2025Q3: 11,722 shares; 2025Q4: 15,877 shares; 2026Q1: 13,424 shares 13,424 $4.54M 0.05% -2,453 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: 54,921 shares; 2024Q4: 53,729 shares; 2025Q1: 20,910 shares; 2025Q2: 16,168 shares; 2025Q3: 16,472 shares; 2025Q4: 16,537 shares; 2026Q1: 19,802 shares 19,802 $4.48M 0.05% +3,265 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 54,646 shares; 2025Q4: 82,008 shares; 2026Q1: 89,715 shares 89,715 $4.47M 0.05% +7,707 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,091 shares; 2025Q3: 106,490 shares; 2025Q4: 115,402 shares; 2026Q1: 119,473 shares 119,473 $4.46M 0.05% +4,071 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: 13,125 shares; 2024Q4: 13,106 shares; 2025Q1: 10,581 shares; 2025Q2: 11,360 shares; 2025Q3: 37,501 shares; 2025Q4: 33,604 shares; 2026Q1: 10,427 shares 10,427 $4.45M 0.05% -23,177 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,170 shares; 2024Q4: 21,728 shares; 2025Q1: 24,215 shares; 2025Q2: 22,434 shares; 2025Q3: 23,623 shares; 2025Q4: 23,731 shares; 2026Q1: 23,555 shares 23,555 $4.39M 0.05% -176 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,424 shares; 2024Q4: 40,673 shares; 2025Q1: 61,363 shares; 2025Q2: 65,522 shares; 2025Q3: 81,076 shares; 2025Q4: 93,575 shares; 2026Q1: 111,235 shares 111,235 $4.39M 0.05% +17,660 Timeline ACWV 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: 24,153 shares; 2024Q4: 25,685 shares; 2025Q1: 28,390 shares; 2025Q2: 30,463 shares; 2025Q3: 31,313 shares; 2025Q4: 34,182 shares; 2026Q1: 36,221 shares 36,221 $4.33M 0.05% +2,039 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: 31,044 shares; 2024Q4: 43,401 shares; 2025Q1: 44,493 shares; 2025Q2: 40,875 shares; 2025Q3: 41,961 shares; 2025Q4: 45,737 shares; 2026Q1: 51,902 shares 51,902 $4.29M 0.05% +6,165 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,358 shares; 2024Q4: 225,829 shares; 2025Q1: 244,204 shares; 2025Q2: 249,040 shares; 2025Q3: 237,637 shares; 2025Q4: 229,440 shares; 2026Q1: 220,372 shares 220,372 $4.25M 0.05% -9,068 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: 15,950 shares; 2024Q4: 17,676 shares; 2025Q1: 40,630 shares; 2025Q2: 44,038 shares; 2025Q3: 46,603 shares; 2025Q4: 49,167 shares; 2026Q1: 53,353 shares 53,353 $4.25M 0.05% +4,186 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 29,002 shares; 2025Q1: 31,144 shares; 2025Q2: 32,663 shares; 2025Q3: 34,305 shares; 2025Q4: 53,690 shares; 2026Q1: 44,144 shares 44,144 $4.23M 0.05% -9,546 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: 2,558 shares; 2024Q4: 2,330 shares; 2025Q1: 8,128 shares; 2025Q2: 8,923 shares; 2025Q3: 8,452 shares; 2025Q4: 8,548 shares; 2026Q1: 8,486 shares 8,486 $4.17M 0.05% -62 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,640 shares; 2024Q4: 59,011 shares; 2025Q1: 56,744 shares; 2025Q2: 63,798 shares; 2025Q3: 62,332 shares; 2025Q4: 64,214 shares; 2026Q1: 64,681 shares 64,681 $4.16M 0.05% +467 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,396 shares; 2025Q2: 50,996 shares; 2025Q3: 76,393 shares; 2025Q4: 71,858 shares; 2026Q1: 75,091 shares 75,091 $4.15M 0.05% +3,233 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,998 shares; 2024Q4: 42,149 shares; 2025Q1: 36,532 shares; 2025Q2: 152,766 shares; 2025Q3: 158,916 shares; 2025Q4: 166,462 shares; 2026Q1: 105,701 shares 105,701 $4.13M 0.05% -60,761 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: 1,991 shares; 2025Q3: 2,353 shares; 2025Q4: 6,620 shares; 2026Q1: 30,903 shares 30,903 $4.12M 0.05% +24,283 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: 98,182 shares; 2024Q4: 108,837 shares; 2025Q1: 119,468 shares; 2025Q2: 131,416 shares; 2025Q3: 24,092 shares; 2025Q4: 24,134 shares; 2026Q1: 41,730 shares 41,730 $4.11M 0.05% +17,596 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,762 shares; 2024Q4: 47,473 shares; 2025Q1: 33,221 shares; 2025Q2: 33,634 shares; 2025Q3: 42,276 shares; 2025Q4: 40,896 shares; 2026Q1: 39,691 shares 39,691 $4.08M 0.05% -1,205 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,373 shares; 2024Q4: 97,671 shares; 2025Q1: 91,903 shares; 2025Q2: 85,352 shares; 2025Q3: 89,033 shares; 2025Q4: 91,589 shares; 2026Q1: 91,103 shares 91,103 $4.07M 0.05% -486 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: 43,668 shares; 2024Q4: 123,894 shares; 2025Q1: 111,948 shares; 2025Q2: 102,103 shares; 2025Q3: 92,519 shares; 2025Q4: 108,943 shares; 2026Q1: 156,180 shares 156,180 $4M 0.05% +47,237 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,185 shares; 2025Q4: 2,978 shares; 2026Q1: 14,145 shares 14,145 $3.98M 0.05% +11,167 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: 21,834 shares; 2024Q4: 11,364 shares; 2025Q1: 30,007 shares; 2025Q2: 24,202 shares; 2025Q3: 27,136 shares; 2025Q4: 21,931 shares; 2026Q1: 24,582 shares 24,582 $3.98M 0.05% +2,651 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 15,943 shares; 2025Q1: 17,850 shares; 2025Q2: 19,500 shares; 2025Q3: 22,737 shares; 2025Q4: 21,730 shares; 2026Q1: 24,277 shares 24,277 $3.82M 0.04% +2,547 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: 34,133 shares; 2024Q4: 37,029 shares; 2025Q1: 62,769 shares; 2025Q2: 67,021 shares; 2025Q3: 75,925 shares; 2025Q4: 89,432 shares; 2026Q1: 165,722 shares 165,722 $3.8M 0.04% +76,290 Timeline MARM 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: 70,475 shares; 2024Q4: 65,500 shares; 2025Q1: 70,534 shares; 2025Q2: 110,385 shares; 2025Q3: 114,970 shares; 2025Q4: 117,240 shares; 2026Q1: 113,081 shares 113,081 $3.79M 0.04% -4,159 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: 119,207 shares; 2024Q4: 132,761 shares; 2025Q1: 142,790 shares; 2025Q2: 160,523 shares; 2025Q3: 189,707 shares; 2025Q4: 189,409 shares; 2026Q1: 213,045 shares 213,045 $3.78M 0.04% +23,636 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,867 shares; 2024Q4: 144,719 shares; 2025Q1: 128,334 shares; 2025Q2: 147,489 shares; 2025Q3: 185,259 shares; 2025Q4: 172,712 shares; 2026Q1: 94,084 shares 94,084 $3.78M 0.04% -78,628 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,620 shares; 2025Q1: 12,183 shares; 2025Q2: 10,675 shares; 2025Q3: 10,783 shares; 2025Q4: 11,317 shares; 2026Q1: 10,883 shares 10,883 $3.76M 0.04% -434 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: 223,634 shares 223,634 $3.75M 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,754 shares; 2025Q1: 21,103 shares; 2025Q2: 22,591 shares; 2025Q3: 23,142 shares; 2025Q4: 24,797 shares; 2026Q1: 22,614 shares 22,614 $3.72M 0.04% -2,183 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 16,654 shares; 2025Q1: 47,414 shares; 2025Q2: 48,003 shares; 2025Q3: 27,993 shares; 2025Q4: 23,244 shares; 2026Q1: 24,510 shares 24,510 $3.68M 0.04% +1,266 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: 16,377 shares; 2024Q4: 30,148 shares; 2025Q1: 34,492 shares; 2025Q2: 42,297 shares; 2025Q3: 33,845 shares; 2025Q4: 34,579 shares; 2026Q1: 61,197 shares 61,197 $3.64M 0.04% +26,618 Timeline BFRZ 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: 76,251 shares; 2025Q4: 130,458 shares; 2026Q1: 135,875 shares 135,875 $3.58M 0.04% +5,417 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: 57,269 shares; 2024Q4: 62,118 shares; 2025Q1: 70,427 shares; 2025Q2: 76,910 shares; 2025Q3: 77,837 shares; 2025Q4: 53,919 shares; 2026Q1: 56,478 shares 56,478 $3.53M 0.04% +2,559 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,931 shares; 2024Q4: 33,211 shares; 2025Q1: 34,193 shares; 2025Q2: 32,265 shares; 2025Q3: 34,029 shares; 2025Q4: 37,015 shares; 2026Q1: 46,865 shares 46,865 $3.52M 0.04% +9,850 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,242 shares; 2025Q1: 5,042 shares; 2025Q2: 7,494 shares; 2025Q3: 11,411 shares; 2025Q4: 9,299 shares; 2026Q1: 26,777 shares 26,777 $3.51M 0.04% +17,478 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,578 shares; 2024Q4: 92,889 shares; 2025Q1: 81,636 shares; 2025Q2: 74,295 shares; 2025Q3: 72,074 shares; 2025Q4: 72,240 shares; 2026Q1: 73,165 shares 73,165 $3.47M 0.04% +925 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: 685,962 shares; 2024Q4: 72,040 shares; 2025Q1: 68,276 shares; 2025Q2: 1,896,502 shares; 2025Q3: 86,272 shares; 2025Q4: 100,768 shares; 2026Q1: 100,819 shares 100,819 $3.36M 0.04% +51 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,211 shares; 2024Q4: 46,366 shares; 2025Q1: 71,852 shares; 2025Q2: 61,723 shares; 2025Q3: 71,717 shares; 2025Q4: 62,796 shares; 2026Q1: 65,246 shares 65,246 $3.32M 0.04% +2,450 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 4,758 shares; 2025Q1: 11,046 shares; 2025Q2: 11,302 shares; 2025Q3: 12,012 shares; 2025Q4: 12,201 shares; 2026Q1: 13,617 shares 13,617 $3.31M 0.04% +1,416 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,038 shares; 2024Q4: 86,284 shares; 2025Q1: 86,512 shares; 2025Q2: 83,497 shares; 2025Q3: 83,735 shares; 2025Q4: 58,934 shares; 2026Q1: 55,435 shares 55,435 $3.27M 0.04% -3,499 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,609 shares; 2025Q2: 4,312 shares; 2025Q3: 4,470 shares; 2025Q4: 4,494 shares; 2026Q1: 4,432 shares 4,432 $3.27M 0.04% -62 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: 76,813 shares; 2024Q4: 87,448 shares; 2025Q1: 35,757 shares; 2025Q2: 33,529 shares; 2025Q3: 34,043 shares; 2025Q4: 34,419 shares; 2026Q1: 34,354 shares 34,354 $3.19M 0.04% -65 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: 574,146 shares; 2024Q4: 39,924 shares; 2025Q1: 36,896 shares; 2025Q2: 34,975 shares; 2025Q3: 1,633,596 shares; 2025Q4: 85,394 shares; 2026Q1: 82,891 shares 82,891 $3.17M 0.04% -2,503 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,537 shares; 2024Q4: 28,226 shares; 2025Q1: 17,245 shares; 2025Q2: 16,645 shares; 2025Q3: 16,468 shares; 2025Q4: 15,937 shares; 2026Q1: 17,614 shares 17,614 $3.17M 0.04% +1,677 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,308 shares; 2024Q4: 85,282 shares; 2025Q1: 143,193 shares; 2025Q2: 142,549 shares; 2025Q3: 144,182 shares; 2025Q4: 141,069 shares; 2026Q1: 129,323 shares 129,323 $3.14M 0.04% -11,746 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 8,143 shares; 2025Q1: 7,159 shares; 2025Q2: 4,485 shares; 2025Q3: 9,677 shares; 2025Q4: 8,879 shares; 2026Q1: 10,372 shares 10,372 $3.13M 0.04% +1,493 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: 22,127 shares; 2024Q4: 20,564 shares; 2025Q1: 19,516 shares; 2025Q2: 20,130 shares; 2025Q3: 19,688 shares; 2025Q4: 18,294 shares; 2026Q1: 17,140 shares 17,140 $3.12M 0.04% -1,154 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: 50,908 shares; 2024Q4: 51,724 shares; 2025Q1: 63,371 shares; 2025Q2: 57,287 shares; 2025Q3: 57,451 shares; 2025Q4: 58,257 shares; 2026Q1: 63,200 shares 63,200 $3.1M 0.04% +4,943 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,745 shares; 2024Q4: 97,847 shares; 2025Q1: 58,819 shares; 2025Q2: 56,702 shares; 2025Q3: 52,423 shares; 2025Q4: 52,818 shares; 2026Q1: 65,514 shares 65,514 $3.07M 0.04% +12,696 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 909 shares; 2025Q1: 918 shares; 2025Q2: 813 shares; 2025Q3: 821 shares; 2025Q4: 1,446 shares; 2026Q1: 2,320 shares 2,320 $3.06M 0.04% +874 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,157 shares; 2024Q4: 13,382 shares; 2025Q1: 13,836 shares; 2025Q2: 49,849 shares; 2025Q3: 53,523 shares; 2025Q4: 13,221 shares; 2026Q1: 14,910 shares 14,910 $3.03M 0.03% +1,689 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,443 shares; 2025Q1: 4,356 shares; 2025Q2: 4,312 shares; 2025Q3: 3,883 shares; 2025Q4: 3,902 shares; 2026Q1: 5,315 shares 5,315 $2.99M 0.03% +1,413 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: 1,654 shares; 2024Q4: 1,875 shares; 2025Q1: 11,729 shares; 2025Q2: 11,193 shares; 2025Q3: 11,785 shares; 2025Q4: 11,894 shares; 2026Q1: 10,534 shares 10,534 $2.99M 0.03% -1,360 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,396 shares 45,396 $2.99M 0.03% new 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: 24,173 shares; 2024Q4: 24,642 shares; 2025Q1: 25,120 shares; 2025Q2: 24,926 shares; 2025Q3: 23,936 shares; 2025Q4: 24,516 shares; 2026Q1: 26,285 shares 26,285 $2.97M 0.03% +1,769 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,282 shares; 2025Q2: 12,854 shares; 2025Q3: 16,132 shares; 2025Q4: 15,451 shares; 2026Q1: 15,742 shares 15,742 $2.97M 0.03% +291 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: 19,239 shares; 2024Q4: 13,731 shares; 2025Q1: 12,699 shares; 2025Q2: 11,380 shares; 2025Q3: 11,743 shares; 2025Q4: 12,352 shares; 2026Q1: 12,175 shares 12,175 $2.95M 0.03% -177 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,776 shares; 2025Q1: 60,292 shares; 2025Q2: 55,266 shares; 2025Q3: 56,208 shares; 2025Q4: 55,234 shares; 2026Q1: 64,998 shares 64,998 $2.94M 0.03% +9,764 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 31,999 shares; 2025Q4: 30,084 shares; 2026Q1: 33,436 shares 33,436 $2.9M 0.03% +3,352 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: 61,768 shares; 2024Q4: 79,528 shares; 2025Q1: 87,317 shares; 2025Q2: 60,551 shares; 2025Q3: 75,968 shares; 2025Q4: 63,197 shares; 2026Q1: 68,189 shares 68,189 $2.9M 0.03% +4,992 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 9,125 shares; 2025Q1: 9,196 shares; 2025Q2: 7,758 shares; 2025Q3: 8,824 shares; 2025Q4: 8,584 shares; 2026Q1: 13,691 shares 13,691 $2.89M 0.03% +5,107 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,297 shares 7,297 $2.88M 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,154 shares; 2025Q2: 48,399 shares; 2025Q3: 49,561 shares; 2025Q4: 51,833 shares; 2026Q1: 46,970 shares 46,970 $2.87M 0.03% -4,863 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: 12,082 shares; 2024Q4: 19,758 shares; 2025Q1: 28,412 shares; 2025Q2: 28,524 shares; 2025Q3: 26,351 shares; 2025Q4: 25,417 shares; 2026Q1: 39,095 shares 39,095 $2.85M 0.03% +13,678 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: 9,626 shares; 2024Q4: 14,611 shares; 2025Q1: 13,724 shares; 2025Q2: 9,120 shares; 2025Q3: 11,420 shares; 2025Q4: 15,821 shares; 2026Q1: 15,357 shares 15,357 $2.83M 0.03% -464 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,952 shares; 2025Q2: 33,477 shares; 2025Q3: 43,663 shares; 2025Q4: 50,506 shares; 2026Q1: 56,047 shares 56,047 $2.77M 0.03% +5,541 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,301 shares; 2024Q4: 118,727 shares; 2025Q1: 143,155 shares; 2025Q2: 118,677 shares; 2025Q3: 134,999 shares; 2025Q4: 141,354 shares; 2026Q1: 163,549 shares 163,549 $2.75M 0.03% +22,195 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,086 shares; 2024Q4: 32,543 shares; 2025Q1: 29,457 shares; 2025Q2: 28,228 shares; 2025Q3: 26,650 shares; 2025Q4: 26,760 shares; 2026Q1: 22,686 shares 22,686 $2.74M 0.03% -4,074 Timeline QQQI 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: 27,274 shares; 2025Q3: 38,119 shares; 2025Q4: 52,576 shares; 2026Q1: 53,940 shares 53,940 $2.68M 0.03% +1,364 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: 31,630 shares; 2026Q1: 30,352 shares 30,352 $2.67M 0.03% -1,278 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,798 shares; 2025Q2: 4,931 shares; 2025Q3: 5,280 shares; 2025Q4: 6,622 shares; 2026Q1: 4,471 shares 4,471 $2.65M 0.03% -2,151 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 4,674 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 7,463 shares; 2025Q4: 10,899 shares; 2026Q1: 19,055 shares 19,055 $2.59M 0.03% +8,156 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,745 shares 107,745 $2.57M 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,032 shares; 2025Q1: 4,273 shares; 2025Q2: 3,452 shares; 2025Q3: 17,696 shares; 2025Q4: 21,040 shares; 2026Q1: 11,531 shares 11,531 $2.52M 0.03% -9,509 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: 23,834 shares; 2024Q4: 41,703 shares; 2025Q1: 44,869 shares; 2025Q2: 43,285 shares; 2025Q3: 52,589 shares; 2025Q4: 70,658 shares; 2026Q1: 101,624 shares 101,624 $2.52M 0.03% +30,966 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,727 shares; 2024Q4: 23,960 shares; 2025Q1: 22,453 shares; 2025Q2: 21,057 shares; 2025Q3: 22,678 shares; 2025Q4: 24,879 shares; 2026Q1: 26,080 shares 26,080 $2.49M 0.03% +1,201 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: 6,277 shares; 2024Q4: 6,123 shares; 2025Q1: 6,352 shares; 2025Q2: 188,512 shares; 2025Q3: 18,771 shares; 2025Q4: 20,231 shares; 2026Q1: 25,577 shares 25,577 $2.48M 0.03% +5,346 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,084 shares; 2025Q1: 6,437 shares; 2025Q2: 5,288 shares; 2025Q3: 5,424 shares; 2025Q4: 5,612 shares; 2026Q1: 31,148 shares 31,148 $2.48M 0.03% +25,536 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 22,546 shares; 2025Q1: 19,640 shares; 2025Q2: 18,312 shares; 2025Q3: 19,542 shares; 2025Q4: 20,747 shares; 2026Q1: 21,639 shares 21,639 $2.46M 0.03% +892 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 13,628 shares; 2025Q1: 12,638 shares; 2025Q2: 10,716 shares; 2025Q3: 10,335 shares; 2025Q4: 17,564 shares; 2026Q1: 27,759 shares 27,759 $2.44M 0.03% +10,195 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 8,122 shares; 2025Q1: 7,356 shares; 2025Q2: 8,774 shares; 2025Q3: 8,930 shares; 2025Q4: 11,529 shares; 2026Q1: 12,274 shares 12,274 $2.43M 0.03% +745 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,150 shares; 2024Q4: 61,306 shares; 2025Q1: 54,561 shares; 2025Q2: 53,539 shares; 2025Q3: 62,102 shares; 2025Q4: 49,004 shares; 2026Q1: 47,782 shares 47,782 $2.43M 0.03% -1,222 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 38,998 shares; 2025Q1: 37,906 shares; 2025Q2: 36,411 shares; 2025Q3: 39,948 shares; 2025Q4: 43,297 shares; 2026Q1: 50,978 shares 50,978 $2.42M 0.03% +7,681 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,908 shares; 2024Q4: 14,813 shares; 2025Q1: 17,024 shares; 2025Q2: 18,273 shares; 2025Q3: 18,766 shares; 2025Q4: 20,153 shares; 2026Q1: 22,017 shares 22,017 $2.42M 0.03% +1,864 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: 2,344 shares; 2024Q4: 2,566 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 3,158 shares; 2025Q4: 6,450 shares; 2026Q1: 10,898 shares 10,898 $2.38M 0.03% +4,448 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 19,705 shares 19,705 $2.38M 0.03% new 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: 4,264 shares; 2024Q4: 4,978 shares; 2025Q1: 19,748 shares; 2025Q2: 15,189 shares; 2025Q3: 15,091 shares; 2025Q4: 15,363 shares; 2026Q1: 15,226 shares 15,226 $2.37M 0.03% -137 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,121 shares; 2025Q1: 41,268 shares; 2025Q2: 49,990 shares; 2025Q3: 47,771 shares; 2025Q4: 47,081 shares; 2026Q1: 40,450 shares 40,450 $2.36M 0.03% -6,631 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,962 shares; 2024Q4: 19,601 shares; 2025Q1: 30,110 shares; 2025Q2: 29,591 shares; 2025Q3: 29,144 shares; 2025Q4: 29,010 shares; 2026Q1: 27,535 shares 27,535 $2.34M 0.03% -1,475 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 15,169 shares; 2025Q4: 14,828 shares; 2026Q1: 18,028 shares 18,028 $2.34M 0.03% +3,200 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,030 shares; 2024Q4: 67,695 shares; 2025Q1: 56,168 shares; 2025Q2: 37,253 shares; 2025Q3: 50,958 shares; 2025Q4: 44,809 shares; 2026Q1: 47,122 shares 47,122 $2.33M 0.03% +2,313 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: 80,039 shares; 2024Q4: 82,389 shares; 2025Q1: 79,553 shares; 2025Q2: 75,265 shares; 2025Q3: 82,647 shares; 2025Q4: 90,393 shares; 2026Q1: 92,728 shares 92,728 $2.32M 0.03% +2,335 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,790 shares; 2024Q4: 114,652 shares; 2025Q1: 118,324 shares; 2025Q2: 113,387 shares; 2025Q3: 87,229 shares; 2025Q4: 82,449 shares; 2026Q1: 99,456 shares 99,456 $2.32M 0.03% +17,007 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 28,795 shares; 2025Q1: 29,071 shares; 2025Q2: 26,866 shares; 2025Q3: 25,927 shares; 2025Q4: 25,833 shares; 2026Q1: 28,206 shares 28,206 $2.31M 0.03% +2,373 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: 40,460 shares; 2024Q4: 40,029 shares; 2025Q1: 35,308 shares; 2025Q2: 35,758 shares; 2025Q3: 30,988 shares; 2025Q4: 29,071 shares; 2026Q1: 29,768 shares 29,768 $2.31M 0.03% +697 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: 10,781 shares; 2024Q4: 14,975 shares; 2025Q1: 25,610 shares; 2025Q2: 25,565 shares; 2025Q3: 26,555 shares; 2025Q4: 25,849 shares; 2026Q1: 24,385 shares 24,385 $2.31M 0.03% -1,464 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 13,228 shares; 2025Q1: 23,753 shares; 2025Q2: 24,210 shares; 2025Q3: 24,992 shares; 2025Q4: 24,715 shares; 2026Q1: 23,760 shares 23,760 $2.3M 0.03% -955 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: 5,325 shares; 2025Q2: 14,129 shares; 2025Q3: 23,717 shares; 2025Q4: 43,225 shares; 2026Q1: 46,293 shares 46,293 $2.29M 0.03% +3,068 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 14,245 shares; 2025Q1: 25,121 shares; 2025Q2: 25,431 shares; 2025Q3: 25,417 shares; 2025Q4: 25,226 shares; 2026Q1: 23,770 shares 23,770 $2.28M 0.03% -1,456 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 1,749 shares; 2025Q1: 3,821 shares; 2025Q2: 2,449 shares; 2025Q3: 2,538 shares; 2025Q4: 2,958 shares; 2026Q1: 3,084 shares 3,084 $2.25M 0.03% +126 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,855 shares; 2025Q2: 132,192 shares; 2025Q3: 140,643 shares; 2025Q4: 140,091 shares; 2026Q1: 104,987 shares 104,987 $2.24M 0.03% -35,104 Timeline BAUG 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: 388,724 shares; 2024Q4: 474,240 shares; 2025Q1: 16,168 shares; 2025Q2: 14,748 shares; 2025Q3: 569,324 shares; 2025Q4: 603,489 shares; 2026Q1: 45,776 shares 45,776 $2.24M 0.03% -557,713 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,530 shares; 2025Q1: 43,552 shares; 2025Q2: 62,875 shares; 2025Q3: 72,309 shares; 2025Q4: 78,212 shares; 2026Q1: 87,090 shares 87,090 $2.23M 0.03% +8,878 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,091 shares; 2025Q1: 9,981 shares; 2025Q2: 10,920 shares; 2025Q3: 10,524 shares; 2025Q4: 10,165 shares; 2026Q1: 10,339 shares 10,339 $2.21M 0.03% +174 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,589 shares; 2024Q4: 69,420 shares; 2025Q1: 72,895 shares; 2025Q2: 88,296 shares; 2025Q3: 31,832 shares; 2025Q4: 36,114 shares; 2026Q1: 30,368 shares 30,368 $2.18M 0.02% -5,746 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,547 shares; 2025Q1: 24,954 shares; 2025Q2: 5,037 shares; 2025Q3: 45,539 shares; 2025Q4: 107,129 shares; 2026Q1: 43,566 shares 43,566 $2.18M 0.02% -63,563 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: 17,977 shares; 2024Q4: 20,026 shares; 2025Q1: 20,263 shares; 2025Q2: 22,772 shares; 2025Q3: 22,365 shares; 2025Q4: 22,339 shares; 2026Q1: 24,879 shares 24,879 $2.16M 0.02% +2,540 Timeline CLOA 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: 143,924 shares; 2024Q4: 499,559 shares; 2025Q1: 499,833 shares; 2025Q2: 506,401 shares; 2025Q3: 501,587 shares; 2025Q4: 42,226 shares; 2026Q1: 41,021 shares 41,021 $2.13M 0.02% -1,205 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: 11,251 shares; 2024Q4: 10,944 shares; 2025Q1: 11,841 shares; 2025Q2: 11,720 shares; 2025Q3: 9,443 shares; 2025Q4: 7,776 shares; 2026Q1: 7,793 shares 7,793 $2.12M 0.02% +17 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,883 shares; 2024Q4: 86,267 shares; 2025Q1: 97,055 shares; 2025Q2: 101,949 shares; 2025Q3: 94,882 shares; 2025Q4: 85,723 shares; 2026Q1: 72,950 shares 72,950 $2.12M 0.02% -12,773 Timeline BUFZ 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: 53,354 shares; 2024Q4: 50,600 shares; 2025Q1: 45,926 shares; 2025Q2: 42,337 shares; 2025Q3: 46,011 shares; 2025Q4: 78,661 shares; 2026Q1: 80,612 shares 80,612 $2.12M 0.02% +1,951 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 31,701 shares; 2025Q1: 33,590 shares; 2025Q2: 33,217 shares; 2025Q3: 34,468 shares; 2025Q4: 34,932 shares; 2026Q1: 38,359 shares 38,359 $2.12M 0.02% +3,427 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 20,660 shares; 2025Q1: 21,246 shares; 2025Q2: 9,489 shares; 2025Q3: 9,307 shares; 2025Q4: 9,384 shares; 2026Q1: 9,424 shares 9,424 $2.12M 0.02% +40 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,169 shares; 2024Q4: 79,217 shares; 2025Q1: 77,088 shares; 2025Q2: 73,372 shares; 2025Q3: 81,450 shares; 2025Q4: 88,509 shares; 2026Q1: 91,237 shares 91,237 $2.11M 0.02% +2,728 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 24,488 shares; 2025Q1: 22,892 shares; 2025Q2: 22,833 shares; 2025Q3: 22,867 shares; 2025Q4: 23,622 shares; 2026Q1: 23,839 shares 23,839 $2.11M 0.02% +217 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: 42,734 shares; 2024Q4: 70,521 shares; 2025Q1: 64,987 shares; 2025Q2: 35,468 shares; 2025Q3: 24,719 shares; 2025Q4: 59,427 shares; 2026Q1: 25,241 shares 25,241 $2.07M 0.02% -34,186 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: 13,113 shares; 2024Q4: 13,001 shares; 2025Q1: 12,166 shares; 2025Q2: 12,035 shares; 2025Q3: 13,074 shares; 2025Q4: 19,474 shares; 2026Q1: 12,932 shares 12,932 $2.07M 0.02% -6,542 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: 29,658 shares; 2024Q4: 26,683 shares; 2025Q1: 26,358 shares; 2025Q2: 29,214 shares; 2025Q3: 29,436 shares; 2025Q4: 20,179 shares; 2026Q1: 22,975 shares 22,975 $2.06M 0.02% +2,796 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: 126,621 shares; 2024Q4: 128,233 shares; 2025Q1: 126,201 shares; 2025Q2: 124,216 shares; 2025Q3: 121,543 shares; 2025Q4: 40,506 shares; 2026Q1: 38,378 shares 38,378 $2.02M 0.02% -2,128 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: 52,075 shares; 2024Q4: 44,089 shares; 2025Q1: 50,763 shares; 2025Q2: 49,663 shares; 2025Q3: 44,323 shares; 2025Q4: 40,966 shares; 2026Q1: 45,836 shares 45,836 $2.02M 0.02% +4,870 Timeline AOCT 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: 100,484 shares; 2025Q2: 98,884 shares; 2025Q3: 97,746 shares; 2025Q4: 81,736 shares; 2026Q1: 76,331 shares 76,331 $2.02M 0.02% -5,405 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: 26,142 shares; 2024Q4: 47,360 shares; 2025Q1: 47,412 shares; 2025Q2: 63,220 shares; 2025Q3: 62,514 shares; 2025Q4: 62,811 shares; 2026Q1: 63,413 shares 63,413 $2.01M 0.02% +602 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: 6,187 shares; 2024Q4: 19,901 shares; 2025Q1: 18,494 shares; 2025Q2: 15,324 shares; 2025Q3: 19,967 shares; 2025Q4: 20,565 shares; 2026Q1: 21,942 shares 21,942 $2.01M 0.02% +1,377 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: not reported; 2025Q2: 20,717 shares; 2025Q3: 29,916 shares; 2025Q4: 38,309 shares; 2026Q1: 57,172 shares 57,172 $2M 0.02% +18,863 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: 71,286 shares; 2024Q4: 103,634 shares; 2025Q1: 21,550 shares; 2025Q2: 20,607 shares; 2025Q3: 26,212 shares; 2025Q4: 23,717 shares; 2026Q1: 21,468 shares 21,468 $1.98M 0.02% -2,249 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,720 shares; 2024Q4: 52,720 shares; 2025Q1: 52,720 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares; 2025Q4: 47,345 shares; 2026Q1: 47,345 shares 47,345 $1.98M 0.02% 0 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: 19,380 shares; 2024Q4: 19,797 shares; 2025Q1: 21,408 shares; 2025Q2: 19,312 shares; 2025Q3: 19,671 shares; 2025Q4: 27,146 shares; 2026Q1: 27,345 shares 27,345 $1.98M 0.02% +199 Timeline VGLT 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: 265,260 shares; 2024Q4: 59,807 shares; 2025Q1: 37,586 shares; 2025Q2: 31,086 shares; 2025Q3: 19,303 shares; 2025Q4: 27,493 shares; 2026Q1: 35,622 shares 35,622 $1.97M 0.02% +8,129 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: 14,439 shares; 2024Q4: 18,102 shares; 2025Q1: 21,389 shares; 2025Q2: 24,693 shares; 2025Q3: 36,707 shares; 2025Q4: 4,137 shares; 2026Q1: 4,273 shares 4,273 $1.97M 0.02% +136 Timeline HYTI 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: 57,655 shares; 2025Q2: 62,348 shares; 2025Q3: 63,986 shares; 2025Q4: 90,816 shares; 2026Q1: 102,248 shares 102,248 $1.97M 0.02% +11,432 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,943 shares; 2025Q3: 27,905 shares; 2025Q4: 33,502 shares; 2026Q1: 52,763 shares 52,763 $1.94M 0.02% +19,261 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 2,005 shares; 2025Q1: 11,269 shares; 2025Q2: 11,010 shares; 2025Q3: 11,524 shares; 2025Q4: 11,573 shares; 2026Q1: 9,167 shares 9,167 $1.93M 0.02% -2,406 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: 14,145 shares; 2024Q4: 13,038 shares; 2025Q1: 11,551 shares; 2025Q2: 16,333 shares; 2025Q3: 6,071 shares; 2025Q4: 6,250 shares; 2026Q1: 9,447 shares 9,447 $1.93M 0.02% +3,197 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: 552,971 shares; 2024Q4: 868,157 shares; 2025Q1: 48,737 shares; 2025Q2: 49,533 shares; 2025Q3: 1,589,985 shares; 2025Q4: 1,618,090 shares; 2026Q1: 49,453 shares 49,453 $1.91M 0.02% -1,568,637 2026-09-30, 13G Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,294 shares; 2024Q4: 23,161 shares; 2025Q1: 34,794 shares; 2025Q2: 33,350 shares; 2025Q3: 30,982 shares; 2025Q4: 37,544 shares; 2026Q1: 33,143 shares 33,143 $1.89M 0.02% -4,401 Timeline ESGE 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: 31,154 shares; 2024Q4: 30,947 shares; 2025Q1: 31,121 shares; 2025Q2: 32,110 shares; 2025Q3: 37,130 shares; 2025Q4: 38,601 shares; 2026Q1: 41,564 shares 41,564 $1.89M 0.02% +2,963 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,477 shares; 2025Q3: 4,997 shares; 2025Q4: 5,221 shares; 2026Q1: 8,168 shares 8,168 $1.88M 0.02% +2,947 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: not reported; 2025Q1: not reported; 2025Q2: 17,431 shares; 2025Q3: 28,837 shares; 2025Q4: 33,837 shares; 2026Q1: 52,711 shares 52,711 $1.87M 0.02% +18,874 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: 7,054 shares; 2024Q4: 4,506 shares; 2025Q1: 2,962 shares; 2025Q2: 3,681 shares; 2025Q3: 3,711 shares; 2025Q4: 6,557 shares; 2026Q1: 6,795 shares 6,795 $1.87M 0.02% +238 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,233 shares; 2025Q1: 10,086 shares; 2025Q2: 10,047 shares; 2025Q3: 9,949 shares; 2025Q4: 9,646 shares; 2026Q1: 8,808 shares 8,808 $1.87M 0.02% -838 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: 37,214 shares; 2024Q4: 62,385 shares; 2025Q1: 9,070 shares; 2025Q2: 10,687 shares; 2025Q3: 7,747 shares; 2025Q4: 7,867 shares; 2026Q1: 7,617 shares 7,617 $1.86M 0.02% -250 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 35,738 shares; 2025Q1: 40,629 shares; 2025Q2: 42,281 shares; 2025Q3: 43,024 shares; 2025Q4: 52,083 shares; 2026Q1: 80,702 shares 80,702 $1.85M 0.02% +28,619 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,373 shares; 2024Q4: 69,332 shares; 2025Q1: 37,634 shares; 2025Q2: 35,857 shares; 2025Q3: 15,856 shares; 2025Q4: 15,233 shares; 2026Q1: 10,044 shares 10,044 $1.82M 0.02% -5,189 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: 105,988 shares; 2024Q4: 13,610 shares; 2025Q1: 12,451 shares; 2025Q2: 11,978 shares; 2025Q3: 12,263 shares; 2025Q4: 12,704 shares; 2026Q1: 12,495 shares 12,495 $1.81M 0.02% -209 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 11,928 shares; 2025Q1: 5,624 shares; 2025Q2: 4,785 shares; 2025Q3: 4,761 shares; 2025Q4: 4,842 shares; 2026Q1: 5,514 shares 5,514 $1.81M 0.02% +672 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: 10,776 shares; 2026Q1: 17,446 shares 17,446 $1.81M 0.02% +6,670 Timeline FOCT 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: 28,804 shares; 2024Q4: 29,531 shares; 2025Q1: 39,829 shares; 2025Q2: 39,791 shares; 2025Q3: 29,531 shares; 2025Q4: 38,360 shares; 2026Q1: 37,921 shares 37,921 $1.81M 0.02% -439 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,896 shares; 2024Q4: 22,631 shares; 2025Q1: 28,332 shares; 2025Q2: 39,964 shares; 2025Q3: 38,561 shares; 2025Q4: 37,643 shares; 2026Q1: 40,273 shares 40,273 $1.81M 0.02% +2,630 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 8,072 shares; 2025Q1: 5,988 shares; 2025Q2: 5,688 shares; 2025Q3: 6,394 shares; 2025Q4: 10,395 shares; 2026Q1: 7,307 shares 7,307 $1.81M 0.02% -3,088 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 13,908 shares; 2025Q1: 11,764 shares; 2025Q2: 17,098 shares; 2025Q3: 19,770 shares; 2025Q4: 14,888 shares; 2026Q1: 14,054 shares 14,054 $1.8M 0.02% -834 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,887 shares; 2024Q4: 20,358 shares; 2025Q1: 27,399 shares; 2025Q2: 27,011 shares; 2025Q3: 32,059 shares; 2025Q4: 36,040 shares; 2026Q1: 37,884 shares 37,884 $1.78M 0.02% +1,844 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,742 shares; 2024Q4: 14,876 shares; 2025Q1: 13,040 shares; 2025Q2: 12,935 shares; 2025Q3: 14,730 shares; 2025Q4: 16,010 shares; 2026Q1: 16,061 shares 16,061 $1.77M 0.02% +51 Timeline XDSQ 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: 30,931 shares; 2024Q4: 30,721 shares; 2025Q1: 22,341 shares; 2025Q2: 25,403 shares; 2025Q3: 30,923 shares; 2025Q4: 39,924 shares; 2026Q1: 44,457 shares 44,457 $1.76M 0.02% +4,533 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,236 shares; 2025Q2: 62,082 shares; 2025Q3: 61,521 shares; 2025Q4: 61,168 shares; 2026Q1: 60,194 shares 60,194 $1.73M 0.02% -974 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,868 shares; 2024Q4: 69,605 shares; 2025Q1: 61,165 shares; 2025Q2: 54,472 shares; 2025Q3: 49,080 shares; 2025Q4: 47,911 shares; 2026Q1: 45,408 shares 45,408 $1.73M 0.02% -2,503 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,905 shares; 2025Q1: 12,127 shares; 2025Q2: 11,487 shares; 2025Q3: 12,107 shares; 2025Q4: 12,097 shares; 2026Q1: 11,292 shares 11,292 $1.72M 0.02% -805 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 4,644 shares; 2025Q3: 3,773 shares; 2025Q4: 7,743 shares; 2026Q1: 11,439 shares 11,439 $1.72M 0.02% +3,696 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 15,394 shares; 2025Q1: 16,041 shares; 2025Q2: 15,223 shares; 2025Q3: 6,579 shares; 2025Q4: 8,103 shares; 2026Q1: 8,254 shares 8,254 $1.72M 0.02% +151 Timeline