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: 1,847,742 shares; 2024Q4: 1,851,218 shares; 2025Q1: 1,799,132 shares; 2025Q2: 1,840,341 shares; 2025Q3: 1,955,277 shares; 2025Q4: 1,903,945 shares; 2026Q1: 1,935,246 shares 1,935,246 $1.16B 2.98% +31,301 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: 4,514,910 shares; 2024Q4: 4,375,474 shares; 2025Q1: 4,338,721 shares; 2025Q2: 4,312,995 shares; 2025Q3: 4,394,125 shares; 2025Q4: 4,377,705 shares; 2026Q1: 4,385,052 shares 4,385,052 $1.11B 2.87% +7,347 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: 5,641,567 shares; 2024Q4: 5,731,450 shares; 2025Q1: 5,566,705 shares; 2025Q2: 5,533,945 shares; 2025Q3: 5,533,571 shares; 2025Q4: 5,506,589 shares; 2026Q1: 5,674,949 shares 5,674,949 $990M 2.55% +168,360 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: 1,045,278 shares; 2024Q4: 1,048,044 shares; 2025Q1: 1,029,935 shares; 2025Q2: 997,173 shares; 2025Q3: 1,007,977 shares; 2025Q4: 997,615 shares; 2026Q1: 1,202,937 shares 1,202,937 $786M 2.03% +205,322 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: 1,278,075 shares; 2024Q4: 1,328,813 shares; 2025Q1: 1,342,830 shares; 2025Q2: 1,322,019 shares; 2025Q3: 1,340,065 shares; 2025Q4: 1,320,608 shares; 2026Q1: 1,272,210 shares 1,272,210 $734M 1.89% -48,398 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: 1,891,850 shares; 2024Q4: 1,981,655 shares; 2025Q1: 2,007,919 shares; 2025Q2: 2,040,362 shares; 2025Q3: 2,106,871 shares; 2025Q4: 2,079,849 shares; 2026Q1: 2,131,861 shares 2,131,861 $684M 1.76% +52,012 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: 2,354,746 shares; 2024Q4: 2,359,789 shares; 2025Q1: 2,311,347 shares; 2025Q2: 2,354,148 shares; 2025Q3: 2,396,583 shares; 2025Q4: 2,425,598 shares; 2026Q1: 2,445,594 shares 2,445,594 $509M 1.31% +19,996 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: 6,282,301 shares; 2024Q4: 6,356,658 shares; 2025Q1: 6,423,392 shares; 2025Q2: 6,409,537 shares; 2025Q3: 6,381,611 shares; 2025Q4: 6,359,382 shares; 2026Q1: 6,180,518 shares 6,180,518 $477M 1.23% -178,864 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: 1,203,134 shares; 2024Q4: 1,186,757 shares; 2025Q1: 1,190,110 shares; 2025Q2: 1,179,991 shares; 2025Q3: 1,216,192 shares; 2025Q4: 1,234,002 shares; 2026Q1: 1,281,790 shares 1,281,790 $474M 1.22% +47,788 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: 582,352 shares; 2024Q4: 579,578 shares; 2025Q1: 646,336 shares; 2025Q2: 680,392 shares; 2025Q3: 661,870 shares; 2025Q4: 695,843 shares; 2026Q1: 643,723 shares 643,723 $419M 1.08% -52,120 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: 678,477 shares; 2024Q4: 686,400 shares; 2025Q1: 699,458 shares; 2025Q2: 766,560 shares; 2025Q3: 754,305 shares; 2025Q4: 787,458 shares; 2026Q1: 741,877 shares 741,877 $356M 0.92% -45,581 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: 3,787,405 shares; 2024Q4: 4,431,776 shares; 2025Q1: 5,005,523 shares; 2025Q2: 5,785,215 shares; 2025Q3: 6,279,946 shares; 2025Q4: 7,054,003 shares; 2026Q1: 7,634,516 shares 7,634,516 $325M 0.84% +580,513 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: 977,679 shares; 2024Q4: 962,847 shares; 2025Q1: 953,604 shares; 2025Q2: 977,871 shares; 2025Q3: 974,631 shares; 2025Q4: 974,440 shares; 2026Q1: 1,004,911 shares 1,004,911 $289M 0.74% +30,471 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: 901,765 shares; 2024Q4: 890,696 shares; 2025Q1: 908,650 shares; 2025Q2: 935,033 shares; 2025Q3: 953,107 shares; 2025Q4: 960,470 shares; 2026Q1: 936,893 shares 936,893 $269M 0.69% -23,577 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: 549,566 shares; 2024Q4: 540,080 shares; 2025Q1: 608,222 shares; 2025Q2: 545,331 shares; 2025Q3: 606,191 shares; 2025Q4: 592,598 shares; 2026Q1: 584,011 shares 584,011 $251M 0.65% -8,587 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: 1,239,128 shares; 2024Q4: 1,332,775 shares; 2025Q1: 1,479,845 shares; 2025Q2: 1,515,085 shares; 2025Q3: 1,270,539 shares; 2025Q4: 1,695,724 shares; 2026Q1: 2,648,917 shares 2,648,917 $243M 0.63% +953,193 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: 451,981 shares; 2024Q4: 461,639 shares; 2025Q1: 456,900 shares; 2025Q2: 482,195 shares; 2025Q3: 500,639 shares; 2025Q4: 512,844 shares; 2026Q1: 538,579 shares 538,579 $235M 0.61% +25,735 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: 2,517,501 shares; 2024Q4: 2,538,600 shares; 2025Q1: 2,768,339 shares; 2025Q2: 3,806,944 shares; 2025Q3: 3,340,352 shares; 2025Q4: 3,128,031 shares; 2026Q1: 3,462,023 shares 3,462,023 $222M 0.57% +333,992 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: 2,088,306 shares; 2024Q4: 2,257,151 shares; 2025Q1: 2,425,054 shares; 2025Q2: 2,381,386 shares; 2025Q3: 2,590,920 shares; 2025Q4: 2,708,359 shares; 2026Q1: 3,230,196 shares 3,230,196 $221M 0.57% +521,837 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: 663,970 shares; 2024Q4: 630,994 shares; 2025Q1: 653,773 shares; 2025Q2: 682,972 shares; 2025Q3: 664,403 shares; 2025Q4: 673,811 shares; 2026Q1: 690,788 shares 690,788 $214M 0.55% +16,977 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019,411 shares; 2024Q4: 1,034,396 shares; 2025Q1: 954,384 shares; 2025Q2: 959,938 shares; 2025Q3: 986,565 shares; 2025Q4: 946,946 shares; 2026Q1: 1,028,947 shares 1,028,947 $202M 0.52% +82,001 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: 602,385 shares; 2024Q4: 596,971 shares; 2025Q1: 621,666 shares; 2025Q2: 615,532 shares; 2025Q3: 639,651 shares; 2025Q4: 644,594 shares; 2026Q1: 685,325 shares 685,325 $202M 0.52% +40,731 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: 2,236,466 shares; 2024Q4: 7,099,962 shares; 2025Q1: 6,768,332 shares; 2025Q2: 6,852,538 shares; 2025Q3: 6,890,806 shares; 2025Q4: 6,369,444 shares; 2026Q1: 6,543,313 shares 6,543,313 $201M 0.52% +173,869 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: 3,024,971 shares; 2024Q4: 2,944,347 shares; 2025Q1: 2,776,239 shares; 2025Q2: 2,402,280 shares; 2025Q3: 2,389,764 shares; 2025Q4: 2,484,285 shares; 2026Q1: 2,707,953 shares 2,707,953 $199M 0.51% +223,668 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: 4,499,990 shares; 2024Q4: 4,450,722 shares; 2025Q1: 4,485,533 shares; 2025Q2: 4,068,254 shares; 2025Q3: 3,843,017 shares; 2025Q4: 3,258,832 shares; 2026Q1: 3,154,181 shares 3,154,181 $197M 0.51% -104,651 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: 281,943 shares; 2024Q4: 288,202 shares; 2025Q1: 301,208 shares; 2025Q2: 316,454 shares; 2025Q3: 333,484 shares; 2025Q4: 345,067 shares; 2026Q1: 338,386 shares 338,386 $194M 0.5% -6,681 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: 1,165,954 shares; 2024Q4: 1,159,246 shares; 2025Q1: 1,144,315 shares; 2025Q2: 1,108,213 shares; 2025Q3: 1,144,750 shares; 2025Q4: 1,152,267 shares; 2026Q1: 1,134,033 shares 1,134,033 $192M 0.5% -18,234 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: 505,065 shares; 2024Q4: 501,898 shares; 2025Q1: 507,637 shares; 2025Q2: 514,612 shares; 2025Q3: 508,996 shares; 2025Q4: 497,723 shares; 2026Q1: 494,824 shares 494,824 $184M 0.47% -2,899 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: 889,932 shares; 2024Q4: 897,884 shares; 2025Q1: 900,389 shares; 2025Q2: 911,551 shares; 2025Q3: 879,400 shares; 2025Q4: 860,343 shares; 2026Q1: 854,916 shares 854,916 $184M 0.47% -5,427 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: 2,275,525 shares; 2024Q4: 2,508,892 shares; 2025Q1: 2,747,942 shares; 2025Q2: 3,237,945 shares; 2025Q3: 3,753,708 shares; 2025Q4: 4,363,808 shares; 2026Q1: 4,557,813 shares 4,557,813 $183M 0.47% +194,005 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: 1,732,566 shares; 2024Q4: 3,781,153 shares; 2025Q1: 2,991,624 shares; 2025Q2: 2,384,083 shares; 2025Q3: 2,436,688 shares; 2025Q4: 3,271,997 shares; 2026Q1: 3,461,245 shares 3,461,245 $175M 0.45% +189,248 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: 1,639,393 shares; 2024Q4: 1,798,653 shares; 2025Q1: 1,729,956 shares; 2025Q2: 2,725,983 shares; 2025Q3: 3,046,554 shares; 2025Q4: 2,137,148 shares; 2026Q1: 2,228,576 shares 2,228,576 $171M 0.44% +91,428 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: 1,178,555 shares; 2024Q4: 1,247,501 shares; 2025Q1: 1,273,236 shares; 2025Q2: 1,298,627 shares; 2025Q3: 1,285,348 shares; 2025Q4: 1,321,951 shares; 2026Q1: 1,356,955 shares 1,356,955 $169M 0.43% +35,004 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: 804,162 shares; 2024Q4: 858,694 shares; 2025Q1: 875,530 shares; 2025Q2: 948,760 shares; 2025Q3: 1,007,058 shares; 2025Q4: 1,090,230 shares; 2026Q1: 1,090,112 shares 1,090,112 $161M 0.42% -118 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: 164,834 shares; 2024Q4: 159,203 shares; 2025Q1: 163,237 shares; 2025Q2: 169,643 shares; 2025Q3: 176,841 shares; 2025Q4: 173,974 shares; 2026Q1: 173,486 shares 173,486 $160M 0.41% -488 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: 1,266,229 shares; 2024Q4: 1,278,991 shares; 2025Q1: 1,228,336 shares; 2025Q2: 1,201,874 shares; 2025Q3: 1,191,650 shares; 2025Q4: 1,174,291 shares; 2026Q1: 1,070,893 shares 1,070,893 $157M 0.4% -103,398 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: 597,495 shares; 2024Q4: 489,994 shares; 2025Q1: 485,860 shares; 2025Q2: 555,500 shares; 2025Q3: 618,406 shares; 2025Q4: 1,240,181 shares; 2026Q1: 1,174,237 shares 1,174,237 $156M 0.4% -65,944 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: 189,422 shares; 2024Q4: 185,720 shares; 2025Q1: 184,152 shares; 2025Q2: 198,559 shares; 2025Q3: 207,983 shares; 2025Q4: 213,923 shares; 2026Q1: 210,622 shares 210,622 $149M 0.38% -3,301 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: 1,294,600 shares; 2024Q4: 1,335,559 shares; 2025Q1: 1,175,400 shares; 2025Q2: 1,239,231 shares; 2025Q3: 1,323,132 shares; 2025Q4: 1,399,370 shares; 2026Q1: 1,468,473 shares 1,468,473 $146M 0.38% +69,103 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: 657,543 shares; 2024Q4: 676,391 shares; 2025Q1: 756,599 shares; 2025Q2: 883,193 shares; 2025Q3: 794,272 shares; 2025Q4: 684,869 shares; 2026Q1: 758,937 shares 758,937 $146M 0.38% +74,068 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: 2,516,880 shares; 2024Q4: 3,493,367 shares; 2025Q1: 2,637,714 shares; 2025Q2: 2,641,442 shares; 2025Q3: 2,677,060 shares; 2025Q4: 2,715,103 shares; 2026Q1: 3,013,127 shares 3,013,127 $145M 0.37% +298,024 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: 999,318 shares; 2024Q4: 1,025,860 shares; 2025Q1: 953,938 shares; 2025Q2: 1,090,461 shares; 2025Q3: 1,129,979 shares; 2025Q4: 1,215,007 shares; 2026Q1: 1,559,760 shares 1,559,760 $141M 0.36% +344,753 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: 123,259 shares; 2024Q4: 124,596 shares; 2025Q1: 129,151 shares; 2025Q2: 129,563 shares; 2025Q3: 136,975 shares; 2025Q4: 136,939 shares; 2026Q1: 138,765 shares 138,765 $138M 0.36% +1,826 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: 995,646 shares; 2024Q4: 1,025,189 shares; 2025Q1: 1,177,743 shares; 2025Q2: 1,128,060 shares; 2025Q3: 1,142,758 shares; 2025Q4: 1,121,790 shares; 2026Q1: 1,139,627 shares 1,139,627 $129M 0.33% +17,837 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: 1,462,009 shares; 2024Q4: 1,387,572 shares; 2025Q1: 1,299,607 shares; 2025Q2: 1,197,032 shares; 2025Q3: 1,173,603 shares; 2025Q4: 1,418,508 shares; 2026Q1: 1,336,870 shares 1,336,870 $124M 0.32% -81,638 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,801 shares; 2024Q4: 595,068 shares; 2025Q1: 813,423 shares; 2025Q2: 898,235 shares; 2025Q3: 986,237 shares; 2025Q4: 992,070 shares; 2026Q1: 1,096,735 shares 1,096,735 $121M 0.31% +104,665 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: 495,071 shares; 2024Q4: 489,811 shares; 2025Q1: 511,060 shares; 2025Q2: 521,793 shares; 2025Q3: 535,456 shares; 2025Q4: 545,217 shares; 2026Q1: 552,320 shares 552,320 $120M 0.31% +7,103 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801,958 shares; 2024Q4: 2,009,096 shares; 2025Q1: 2,266,748 shares; 2025Q2: 2,493,713 shares; 2025Q3: 2,638,620 shares; 2025Q4: 2,762,613 shares; 2026Q1: 3,126,028 shares 3,126,028 $120M 0.31% +363,415 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,231 shares; 2024Q4: 427,365 shares; 2025Q1: 523,849 shares; 2025Q2: 705,218 shares; 2025Q3: 838,769 shares; 2025Q4: 888,674 shares; 2026Q1: 1,063,931 shares 1,063,931 $119M 0.31% +175,257 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: 144,796 shares; 2024Q4: 147,969 shares; 2025Q1: 135,324 shares; 2025Q2: 156,223 shares; 2025Q3: 171,238 shares; 2025Q4: 171,531 shares; 2026Q1: 167,353 shares 167,353 $117M 0.3% -4,178 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: 460,529 shares; 2024Q4: 439,103 shares; 2025Q1: 478,687 shares; 2025Q2: 458,129 shares; 2025Q3: 470,475 shares; 2025Q4: 471,387 shares; 2026Q1: 477,473 shares 477,473 $117M 0.3% +6,086 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: 374,450 shares; 2024Q4: 365,055 shares; 2025Q1: 377,861 shares; 2025Q2: 376,811 shares; 2025Q3: 390,995 shares; 2025Q4: 388,298 shares; 2026Q1: 383,307 shares 383,307 $116M 0.3% -4,991 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: 321,296 shares; 2024Q4: 362,416 shares; 2025Q1: 429,231 shares; 2025Q2: 419,881 shares; 2025Q3: 423,627 shares; 2025Q4: 514,397 shares; 2026Q1: 540,233 shares 540,233 $114M 0.29% +25,836 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: 464,873 shares; 2024Q4: 476,163 shares; 2025Q1: 471,562 shares; 2025Q2: 490,435 shares; 2025Q3: 524,219 shares; 2025Q4: 526,805 shares; 2026Q1: 545,053 shares 545,053 $113M 0.29% +18,248 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019,329 shares; 2024Q4: 2,143,750 shares; 2025Q1: 2,267,907 shares; 2025Q2: 2,562,374 shares; 2025Q3: 2,855,191 shares; 2025Q4: 3,214,170 shares; 2026Q1: 3,360,867 shares 3,360,867 $112M 0.29% +146,697 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: 1,315,463 shares; 2024Q4: 1,313,084 shares; 2025Q1: 1,354,586 shares; 2025Q2: 1,313,056 shares; 2025Q3: 1,314,736 shares; 2025Q4: 1,304,609 shares; 2026Q1: 1,419,468 shares 1,419,468 $111M 0.29% +114,859 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: 2,964,008 shares; 2024Q4: 2,897,183 shares; 2025Q1: 3,072,757 shares; 2025Q2: 2,630,495 shares; 2025Q3: 2,844,131 shares; 2025Q4: 3,262,912 shares; 2026Q1: 3,289,880 shares 3,289,880 $111M 0.29% +26,968 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: 2,427,912 shares; 2024Q4: 2,301,123 shares; 2025Q1: 2,367,177 shares; 2025Q2: 2,505,048 shares; 2025Q3: 2,628,030 shares; 2025Q4: 3,035,301 shares; 2026Q1: 3,082,329 shares 3,082,329 $109M 0.28% +47,028 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: 631,515 shares; 2024Q4: 645,252 shares; 2025Q1: 670,060 shares; 2025Q2: 655,228 shares; 2025Q3: 701,480 shares; 2025Q4: 734,960 shares; 2026Q1: 740,096 shares 740,096 $107M 0.28% +5,136 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: 625,736 shares; 2024Q4: 726,948 shares; 2025Q1: 760,037 shares; 2025Q2: 779,866 shares; 2025Q3: 759,891 shares; 2025Q4: 834,717 shares; 2026Q1: 852,360 shares 852,360 $106M 0.27% +17,643 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: 1,118,471 shares; 2024Q4: 1,480,370 shares; 2025Q1: 1,648,471 shares; 2025Q2: 1,726,135 shares; 2025Q3: 1,891,196 shares; 2025Q4: 1,937,287 shares; 2026Q1: 2,099,166 shares 2,099,166 $106M 0.27% +161,879 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: 231,419 shares; 2024Q4: 286,564 shares; 2025Q1: 253,891 shares; 2025Q2: 565,936 shares; 2025Q3: 727,568 shares; 2025Q4: 388,016 shares; 2026Q1: 443,314 shares 443,314 $105M 0.27% +55,298 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: 676,635 shares; 2024Q4: 681,037 shares; 2025Q1: 713,967 shares; 2025Q2: 660,474 shares; 2025Q3: 713,704 shares; 2025Q4: 715,960 shares; 2026Q1: 1,071,443 shares 1,071,443 $105M 0.27% +355,483 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: 319,402 shares; 2024Q4: 377,332 shares; 2025Q1: 382,188 shares; 2025Q2: 327,277 shares; 2025Q3: 344,471 shares; 2025Q4: 396,925 shares; 2026Q1: 395,662 shares 395,662 $104M 0.27% -1,263 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: 258,712 shares; 2024Q4: 335,461 shares; 2025Q1: 266,778 shares; 2025Q2: 268,632 shares; 2025Q3: 293,379 shares; 2025Q4: 302,938 shares; 2026Q1: 415,225 shares 415,225 $103M 0.27% +112,287 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: 1,810,742 shares; 2024Q4: 2,133,057 shares; 2025Q1: 2,253,098 shares; 2025Q2: 2,237,668 shares; 2025Q3: 2,187,019 shares; 2025Q4: 2,350,328 shares; 2026Q1: 2,597,783 shares 2,597,783 $102M 0.26% +247,455 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: 1,947,007 shares; 2024Q4: 1,970,127 shares; 2025Q1: 2,043,548 shares; 2025Q2: 1,994,661 shares; 2025Q3: 2,033,531 shares; 2025Q4: 1,893,752 shares; 2026Q1: 1,778,164 shares 1,778,164 $101M 0.26% -115,588 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: 1,008,806 shares; 2024Q4: 1,055,918 shares; 2025Q1: 1,095,079 shares; 2025Q2: 1,088,333 shares; 2025Q3: 1,088,814 shares; 2025Q4: 1,146,465 shares; 2026Q1: 1,424,309 shares 1,424,309 $96.2M 0.25% +277,844 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: 487,603 shares; 2024Q4: 481,651 shares; 2025Q1: 427,062 shares; 2025Q2: 474,523 shares; 2025Q3: 476,288 shares; 2025Q4: 755,587 shares; 2026Q1: 1,002,923 shares 1,002,923 $95.7M 0.25% +247,336 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: 591,636 shares; 2024Q4: 606,042 shares; 2025Q1: 730,721 shares; 2025Q2: 1,025,499 shares; 2025Q3: 1,100,633 shares; 2025Q4: 1,306,189 shares; 2026Q1: 1,357,051 shares 1,357,051 $94.7M 0.24% +50,862 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: 280,211 shares; 2024Q4: 282,184 shares; 2025Q1: 287,222 shares; 2025Q2: 251,044 shares; 2025Q3: 275,752 shares; 2025Q4: 287,373 shares; 2026Q1: 327,441 shares 327,441 $94M 0.24% +40,068 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: 648,006 shares; 2024Q4: 625,381 shares; 2025Q1: 658,265 shares; 2025Q2: 623,880 shares; 2025Q3: 634,888 shares; 2025Q4: 665,622 shares; 2026Q1: 656,705 shares 656,705 $93.5M 0.24% -8,917 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: 212,180 shares; 2024Q4: 208,938 shares; 2025Q1: 217,021 shares; 2025Q2: 248,974 shares; 2025Q3: 255,122 shares; 2025Q4: 266,382 shares; 2026Q1: 272,439 shares 272,439 $92.1M 0.24% +6,057 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: 1,005,145 shares; 2024Q4: 615,556 shares; 2025Q1: 647,561 shares; 2025Q2: 370,197 shares; 2025Q3: 331,110 shares; 2025Q4: 775,638 shares; 2026Q1: 902,383 shares 902,383 $90.8M 0.23% +126,745 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: 456,345 shares; 2024Q4: 402,074 shares; 2025Q1: 396,790 shares; 2025Q2: 345,263 shares; 2025Q3: 361,057 shares; 2025Q4: 349,767 shares; 2026Q1: 359,804 shares 359,804 $89.5M 0.23% +10,037 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: 455,152 shares; 2024Q4: 443,550 shares; 2025Q1: 426,299 shares; 2025Q2: 410,550 shares; 2025Q3: 411,911 shares; 2025Q4: 414,391 shares; 2026Q1: 437,382 shares 437,382 $89M 0.23% +22,991 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: 608,044 shares; 2024Q4: 574,129 shares; 2025Q1: 630,590 shares; 2025Q2: 632,769 shares; 2025Q3: 589,533 shares; 2025Q4: 508,907 shares; 2026Q1: 461,725 shares 461,725 $88.6M 0.23% -47,182 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,458 shares; 2024Q4: 559,197 shares; 2025Q1: 424,191 shares; 2025Q2: 424,893 shares; 2025Q3: 488,318 shares; 2025Q4: 431,867 shares; 2026Q1: 427,043 shares 427,043 $87.9M 0.23% -4,824 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: 138,410 shares; 2024Q4: 157,826 shares; 2025Q1: 144,894 shares; 2025Q2: 194,548 shares; 2025Q3: 203,358 shares; 2025Q4: 205,720 shares; 2026Q1: 203,878 shares 203,878 $86.9M 0.22% -1,842 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: 202,347 shares; 2024Q4: 226,341 shares; 2025Q1: 280,109 shares; 2025Q2: 769,846 shares; 2025Q3: 1,104,104 shares; 2025Q4: 1,571,225 shares; 2026Q1: 1,860,587 shares 1,860,587 $86.3M 0.22% +289,362 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: 669,074 shares; 2024Q4: 717,417 shares; 2025Q1: 868,636 shares; 2025Q2: 917,093 shares; 2025Q3: 1,000,779 shares; 2025Q4: 1,013,242 shares; 2026Q1: 960,561 shares 960,561 $84.7M 0.22% -52,681 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: 629,903 shares; 2024Q4: 2,971,333 shares; 2025Q1: 3,632,538 shares; 2025Q2: 3,041,261 shares; 2025Q3: 3,283,430 shares; 2025Q4: 3,233,007 shares; 2026Q1: 2,896,945 shares 2,896,945 $84.4M 0.22% -336,062 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: 262,419 shares; 2024Q4: 368,457 shares; 2025Q1: 491,103 shares; 2025Q2: 521,060 shares; 2025Q3: 818,395 shares; 2025Q4: 893,254 shares; 2026Q1: 1,000,858 shares 1,000,858 $82.8M 0.21% +107,604 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049,603 shares; 2024Q4: 1,101,673 shares; 2025Q1: 1,054,497 shares; 2025Q2: 1,000,721 shares; 2025Q3: 1,011,465 shares; 2025Q4: 980,540 shares; 2026Q1: 891,983 shares 891,983 $82.7M 0.21% -88,557 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: 924,869 shares; 2024Q4: 681,300 shares; 2025Q1: 1,033,447 shares; 2025Q2: 726,332 shares; 2025Q3: 763,812 shares; 2025Q4: 983,535 shares; 2026Q1: 952,050 shares 952,050 $82.5M 0.21% -31,485 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420,789 shares; 2024Q4: 1,144,956 shares; 2025Q1: 1,276,221 shares; 2025Q2: 232,003 shares; 2025Q3: 197,976 shares; 2025Q4: 1,531,312 shares; 2026Q1: 1,630,141 shares 1,630,141 $81.7M 0.21% +98,829 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: 855,100 shares; 2024Q4: 852,848 shares; 2025Q1: 883,966 shares; 2025Q2: 873,950 shares; 2025Q3: 880,245 shares; 2025Q4: 934,719 shares; 2026Q1: 1,050,401 shares 1,050,401 $81.1M 0.21% +115,682 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: 82,570 shares; 2024Q4: 84,359 shares; 2025Q1: 81,313 shares; 2025Q2: 83,712 shares; 2025Q3: 83,441 shares; 2025Q4: 853,653 shares; 2026Q1: 836,545 shares 836,545 $80.4M 0.21% -17,108 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: 228,729 shares; 2024Q4: 233,779 shares; 2025Q1: 238,098 shares; 2025Q2: 233,694 shares; 2025Q3: 247,295 shares; 2025Q4: 249,036 shares; 2026Q1: 243,045 shares 243,045 $79.9M 0.21% -5,991 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: 2,353,995 shares; 2024Q4: 2,375,675 shares; 2025Q1: 2,467,363 shares; 2025Q2: 2,452,032 shares; 2025Q3: 2,528,536 shares; 2025Q4: 2,523,436 shares; 2026Q1: 2,745,169 shares 2,745,169 $79.6M 0.21% +221,733 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: 899,501 shares; 2024Q4: 1,461,377 shares; 2025Q1: 1,270,657 shares; 2025Q2: 1,405,090 shares; 2025Q3: 1,459,783 shares; 2025Q4: 1,631,426 shares; 2026Q1: 1,736,248 shares 1,736,248 $79.2M 0.2% +104,822 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,152 shares; 2024Q4: 1,271,468 shares; 2025Q1: 1,548,960 shares; 2025Q2: 1,636,062 shares; 2025Q3: 1,921,538 shares; 2025Q4: 2,252,009 shares; 2026Q1: 2,295,214 shares 2,295,214 $79M 0.2% +43,205 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: 1,331,938 shares; 2024Q4: 1,352,747 shares; 2025Q1: 1,412,266 shares; 2025Q2: 1,388,459 shares; 2025Q3: 1,455,876 shares; 2025Q4: 1,502,547 shares; 2026Q1: 1,566,220 shares 1,566,220 $78.6M 0.2% +63,673 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: 257,280 shares; 2024Q4: 259,263 shares; 2025Q1: 265,567 shares; 2025Q2: 271,587 shares; 2025Q3: 305,070 shares; 2025Q4: 323,961 shares; 2026Q1: 323,805 shares 323,805 $78.5M 0.2% -156 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: 965,539 shares; 2024Q4: 1,004,154 shares; 2025Q1: 982,995 shares; 2025Q2: 1,000,781 shares; 2025Q3: 1,030,310 shares; 2025Q4: 1,062,556 shares; 2026Q1: 1,106,092 shares 1,106,092 $77.6M 0.2% +43,536 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: 529,507 shares; 2024Q4: 711,606 shares; 2025Q1: 779,564 shares; 2025Q2: 584,630 shares; 2025Q3: 576,325 shares; 2025Q4: 1,086,712 shares; 2026Q1: 1,265,520 shares 1,265,520 $77.5M 0.2% +178,808 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: 732,589 shares; 2024Q4: 745,928 shares; 2025Q1: 743,392 shares; 2025Q2: 811,823 shares; 2025Q3: 706,833 shares; 2025Q4: 761,756 shares; 2026Q1: 894,681 shares 894,681 $77.5M 0.2% +132,925 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: 651,747 shares; 2024Q4: 698,686 shares; 2025Q1: 1,011,926 shares; 2025Q2: 1,124,728 shares; 2025Q3: 1,289,273 shares; 2025Q4: 1,384,271 shares; 2026Q1: 1,324,046 shares 1,324,046 $77M 0.2% -60,225 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: 1,563,581 shares; 2024Q4: 1,474,729 shares; 2025Q1: 1,598,638 shares; 2025Q2: 1,549,317 shares; 2025Q3: 1,456,587 shares; 2025Q4: 1,498,396 shares; 2026Q1: 1,621,133 shares 1,621,133 $74.9M 0.19% +122,737 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: 206,645 shares; 2024Q4: 231,682 shares; 2025Q1: 192,786 shares; 2025Q2: 191,449 shares; 2025Q3: 209,932 shares; 2025Q4: 209,848 shares; 2026Q1: 193,697 shares 193,697 $74.3M 0.19% -16,151 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: 4,382,006 shares; 2026Q1: 4,465,388 shares 4,465,388 $74.2M 0.19% +83,382 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092,449 shares; 2024Q4: 1,476,639 shares; 2025Q1: 1,663,986 shares; 2025Q2: 1,765,583 shares; 2025Q3: 1,845,645 shares; 2025Q4: 1,725,352 shares; 2026Q1: 2,048,446 shares 2,048,446 $72.9M 0.19% +323,094 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: 203,596 shares; 2024Q4: 204,175 shares; 2025Q1: 163,127 shares; 2025Q2: 183,997 shares; 2025Q3: 183,647 shares; 2025Q4: 197,261 shares; 2026Q1: 214,597 shares 214,597 $72.5M 0.19% +17,336 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: 1,039,897 shares; 2024Q4: 3,067,870 shares; 2025Q1: 2,786,441 shares; 2025Q2: 2,689,581 shares; 2025Q3: 2,716,644 shares; 2025Q4: 2,729,048 shares; 2026Q1: 2,826,364 shares 2,826,364 $72.5M 0.19% +97,316 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: 857,127 shares; 2024Q4: 1,200,856 shares; 2025Q1: 671,770 shares; 2025Q2: 769,590 shares; 2025Q3: 839,446 shares; 2025Q4: 688,484 shares; 2026Q1: 694,678 shares 694,678 $69.9M 0.18% +6,194 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,518 shares; 2024Q4: 580,490 shares; 2025Q1: 586,039 shares; 2025Q2: 635,924 shares; 2025Q3: 702,402 shares; 2025Q4: 722,080 shares; 2026Q1: 753,581 shares 753,581 $67.3M 0.17% +31,501 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: 187,407 shares; 2024Q4: 182,192 shares; 2025Q1: 192,380 shares; 2025Q2: 191,810 shares; 2025Q3: 197,971 shares; 2025Q4: 200,679 shares; 2026Q1: 210,963 shares 210,963 $65.6M 0.17% +10,284 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: 844,973 shares; 2024Q4: 928,301 shares; 2025Q1: 805,108 shares; 2025Q2: 737,123 shares; 2025Q3: 706,544 shares; 2025Q4: 688,390 shares; 2026Q1: 656,051 shares 656,051 $63.4M 0.16% -32,339 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: 690,680 shares; 2024Q4: 726,014 shares; 2025Q1: 744,790 shares; 2025Q2: 802,137 shares; 2025Q3: 848,600 shares; 2025Q4: 821,358 shares; 2026Q1: 834,110 shares 834,110 $63.4M 0.16% +12,752 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168,016 shares; 2024Q4: 1,229,461 shares; 2025Q1: 1,256,762 shares; 2025Q2: 1,340,880 shares; 2025Q3: 1,384,657 shares; 2025Q4: 1,443,886 shares; 2026Q1: 1,387,965 shares 1,387,965 $63.4M 0.16% -55,921 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,343 shares; 2024Q4: 829,815 shares; 2025Q1: 1,025,010 shares; 2025Q2: 1,018,254 shares; 2025Q3: 1,065,247 shares; 2025Q4: 1,206,910 shares; 2026Q1: 1,247,273 shares 1,247,273 $63.4M 0.16% +40,363 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: 95,059 shares; 2024Q4: 96,626 shares; 2025Q1: 129,744 shares; 2025Q2: 127,029 shares; 2025Q3: 130,200 shares; 2025Q4: 128,968 shares; 2026Q1: 123,554 shares 123,554 $61.7M 0.16% -5,414 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: 1,249,644 shares; 2024Q4: 1,219,280 shares; 2025Q1: 1,184,156 shares; 2025Q2: 1,217,457 shares; 2025Q3: 1,231,441 shares; 2025Q4: 1,172,495 shares; 2026Q1: 1,299,989 shares 1,299,989 $61M 0.16% +127,494 Timeline BBUS 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: 488,932 shares; 2024Q4: 467,055 shares; 2025Q1: 549,502 shares; 2025Q2: 482,627 shares; 2025Q3: 529,236 shares; 2025Q4: 504,071 shares; 2026Q1: 519,423 shares 519,423 $60.9M 0.16% +15,352 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173,346 shares; 2024Q4: 1,039,013 shares; 2025Q1: 1,085,250 shares; 2025Q2: 1,052,295 shares; 2025Q3: 885,733 shares; 2025Q4: 973,212 shares; 2026Q1: 1,016,212 shares 1,016,212 $60.7M 0.16% +43,000 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: 777,626 shares; 2024Q4: 798,425 shares; 2025Q1: 690,031 shares; 2025Q2: 922,306 shares; 2025Q3: 848,070 shares; 2025Q4: 799,161 shares; 2026Q1: 817,002 shares 817,002 $60.7M 0.16% +17,841 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589,254 shares; 2024Q4: 1,815,787 shares; 2025Q1: 1,715,830 shares; 2025Q2: 1,696,823 shares; 2025Q3: 1,760,671 shares; 2025Q4: 1,847,946 shares; 2026Q1: 2,175,364 shares 2,175,364 $60.6M 0.16% +327,418 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: 39,761 shares; 2024Q4: 39,982 shares; 2025Q1: 41,579 shares; 2025Q2: 51,003 shares; 2025Q3: 56,161 shares; 2025Q4: 60,808 shares; 2026Q1: 69,319 shares 69,319 $60.5M 0.16% +8,511 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,775 shares; 2024Q4: 153,325 shares; 2025Q1: 173,356 shares; 2025Q2: 176,650 shares; 2025Q3: 175,000 shares; 2025Q4: 171,615 shares; 2026Q1: 168,512 shares 168,512 $60.1M 0.15% -3,103 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: 729,430 shares; 2024Q4: 732,986 shares; 2025Q1: 733,773 shares; 2025Q2: 746,527 shares; 2025Q3: 757,024 shares; 2025Q4: 756,902 shares; 2026Q1: 771,948 shares 771,948 $59.9M 0.15% +15,046 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: 299,376 shares; 2024Q4: 286,175 shares; 2025Q1: 271,553 shares; 2025Q2: 279,926 shares; 2025Q3: 289,183 shares; 2025Q4: 289,510 shares; 2026Q1: 307,794 shares 307,794 $59.4M 0.15% +18,284 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,290 shares; 2024Q4: 659,962 shares; 2025Q1: 629,953 shares; 2025Q2: 627,866 shares; 2025Q3: 743,715 shares; 2025Q4: 737,011 shares; 2026Q1: 749,923 shares 749,923 $59.3M 0.15% +12,912 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: 893,434 shares; 2024Q4: 893,439 shares; 2025Q1: 954,713 shares; 2025Q2: 965,020 shares; 2025Q3: 1,012,272 shares; 2025Q4: 1,355,294 shares; 2026Q1: 1,075,967 shares 1,075,967 $58.2M 0.15% -279,327 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: 532,829 shares; 2024Q4: 528,719 shares; 2025Q1: 552,698 shares; 2025Q2: 530,471 shares; 2025Q3: 593,505 shares; 2025Q4: 620,455 shares; 2026Q1: 619,218 shares 619,218 $57.5M 0.15% -1,237 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: 984,733 shares; 2024Q4: 970,618 shares; 2025Q1: 1,061,935 shares; 2025Q2: 868,401 shares; 2025Q3: 916,368 shares; 2025Q4: 815,641 shares; 2026Q1: 840,102 shares 840,102 $57.2M 0.15% +24,461 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,601 shares; 2024Q4: 484,284 shares; 2025Q1: 604,476 shares; 2025Q2: 820,477 shares; 2025Q3: 909,083 shares; 2025Q4: 1,330,503 shares; 2026Q1: 1,587,222 shares 1,587,222 $57M 0.15% +256,719 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139,010 shares; 2024Q4: 1,282,547 shares; 2025Q1: 1,352,426 shares; 2025Q2: 1,463,949 shares; 2025Q3: 1,584,368 shares; 2025Q4: 1,902,883 shares; 2026Q1: 2,096,208 shares 2,096,208 $56.9M 0.15% +193,325 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: 215,559 shares; 2024Q4: 213,610 shares; 2025Q1: 191,426 shares; 2025Q2: 168,632 shares; 2025Q3: 213,505 shares; 2025Q4: 210,355 shares; 2026Q1: 173,014 shares 173,014 $56.9M 0.15% -37,341 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629,781 shares; 2024Q4: 1,654,142 shares; 2025Q1: 1,598,203 shares; 2025Q2: 1,823,653 shares; 2025Q3: 1,533,287 shares; 2025Q4: 1,389,755 shares; 2026Q1: 1,206,149 shares 1,206,149 $56.7M 0.15% -183,606 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: 125,286 shares; 2024Q4: 118,739 shares; 2025Q1: 128,550 shares; 2025Q2: 143,879 shares; 2025Q3: 141,005 shares; 2025Q4: 142,621 shares; 2026Q1: 144,037 shares 144,037 $56.2M 0.14% +1,416 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: 397,866 shares; 2024Q4: 390,956 shares; 2025Q1: 393,189 shares; 2025Q2: 411,955 shares; 2025Q3: 397,494 shares; 2025Q4: 397,998 shares; 2026Q1: 385,854 shares 385,854 $55.9M 0.14% -12,144 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,217 shares; 2024Q4: 79,845 shares; 2025Q1: 88,642 shares; 2025Q2: 89,402 shares; 2025Q3: 109,626 shares; 2025Q4: 213,571 shares; 2026Q1: 340,004 shares 340,004 $55.6M 0.14% +126,433 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: 365,590 shares; 2024Q4: 397,524 shares; 2025Q1: 406,594 shares; 2025Q2: 703,738 shares; 2025Q3: 693,353 shares; 2025Q4: 705,346 shares; 2026Q1: 565,295 shares 565,295 $54.9M 0.14% -140,051 Timeline JQUA 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: 438,317 shares; 2024Q4: 436,575 shares; 2025Q1: 643,882 shares; 2025Q2: 794,053 shares; 2025Q3: 876,572 shares; 2025Q4: 887,986 shares; 2026Q1: 892,652 shares 892,652 $54.7M 0.14% +4,666 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: 192,730 shares; 2024Q4: 168,287 shares; 2025Q1: 166,127 shares; 2025Q2: 168,471 shares; 2025Q3: 179,221 shares; 2025Q4: 182,798 shares; 2026Q1: 192,000 shares 192,000 $54.5M 0.14% +9,202 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: 489,798 shares; 2024Q4: 533,411 shares; 2025Q1: 704,553 shares; 2025Q2: 814,067 shares; 2025Q3: 890,220 shares; 2025Q4: 988,560 shares; 2026Q1: 1,067,084 shares 1,067,084 $54.2M 0.14% +78,524 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: 86,687 shares; 2024Q4: 131,258 shares; 2025Q1: 140,208 shares; 2025Q2: 177,163 shares; 2025Q3: 211,754 shares; 2025Q4: 206,813 shares; 2026Q1: 225,408 shares 225,408 $54.1M 0.14% +18,595 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: 888,439 shares; 2024Q4: 1,205,194 shares; 2025Q1: 1,443,324 shares; 2025Q2: 1,246,641 shares; 2025Q3: 1,452,462 shares; 2025Q4: 1,167,917 shares; 2026Q1: 1,092,023 shares 1,092,023 $53.9M 0.14% -75,894 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,112 shares; 2024Q4: 188,676 shares; 2025Q1: 217,130 shares; 2025Q2: 205,306 shares; 2025Q3: 213,515 shares; 2025Q4: 259,819 shares; 2026Q1: 258,355 shares 258,355 $53.8M 0.14% -1,464 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: 308,201 shares; 2024Q4: 307,734 shares; 2025Q1: 332,179 shares; 2025Q2: 325,851 shares; 2025Q3: 327,010 shares; 2025Q4: 338,098 shares; 2026Q1: 344,198 shares 344,198 $53.5M 0.14% +6,100 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: 415,563 shares; 2024Q4: 402,789 shares; 2025Q1: 491,679 shares; 2025Q2: 476,303 shares; 2025Q3: 484,878 shares; 2025Q4: 500,947 shares; 2026Q1: 459,235 shares 459,235 $53.4M 0.14% -41,712 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493,556 shares; 2024Q4: 1,839,802 shares; 2025Q1: 1,890,978 shares; 2025Q2: 1,924,689 shares; 2025Q3: 1,984,437 shares; 2025Q4: 2,282,385 shares; 2026Q1: 2,355,079 shares 2,355,079 $52.6M 0.14% +72,694 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: 75,757 shares; 2024Q4: 71,073 shares; 2025Q1: 73,661 shares; 2025Q2: 79,170 shares; 2025Q3: 80,450 shares; 2025Q4: 81,377 shares; 2026Q1: 85,742 shares 85,742 $51.8M 0.13% +4,365 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: 585,685 shares; 2024Q4: 276,266 shares; 2025Q1: 313,119 shares; 2025Q2: 331,469 shares; 2025Q3: 418,147 shares; 2025Q4: 715,233 shares; 2026Q1: 858,113 shares 858,113 $51.1M 0.13% +142,880 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,142 shares; 2024Q4: 474,190 shares; 2025Q1: 470,498 shares; 2025Q2: 477,302 shares; 2025Q3: 479,460 shares; 2025Q4: 476,698 shares; 2026Q1: 519,587 shares 519,587 $50.5M 0.13% +42,889 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: 667,807 shares; 2024Q4: 653,371 shares; 2025Q1: 687,431 shares; 2025Q2: 815,818 shares; 2025Q3: 700,916 shares; 2025Q4: 777,191 shares; 2026Q1: 765,515 shares 765,515 $50.5M 0.13% -11,676 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072,509 shares; 2026Q1: 954,005 shares 954,005 $50.4M 0.13% -118,504 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: 1,747,756 shares; 2024Q4: 1,715,953 shares; 2025Q1: 1,780,230 shares; 2025Q2: 1,901,502 shares; 2025Q3: 1,812,687 shares; 2025Q4: 1,822,000 shares; 2026Q1: 1,792,017 shares 1,792,017 $50.3M 0.13% -29,983 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: 319,372 shares; 2024Q4: 355,619 shares; 2025Q1: 380,302 shares; 2025Q2: 607,150 shares; 2025Q3: 709,369 shares; 2025Q4: 1,030,793 shares; 2026Q1: 1,907,116 shares 1,907,116 $50M 0.13% +876,323 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: 572,635 shares; 2024Q4: 448,469 shares; 2025Q1: 408,788 shares; 2025Q2: 517,084 shares; 2025Q3: 482,184 shares; 2025Q4: 1,064,353 shares; 2026Q1: 1,080,172 shares 1,080,172 $49.6M 0.13% +15,819 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: 434,818 shares; 2024Q4: 1,044,682 shares; 2025Q1: 591,338 shares; 2025Q2: 628,401 shares; 2025Q3: 661,127 shares; 2025Q4: 825,450 shares; 2026Q1: 892,093 shares 892,093 $49.5M 0.13% +66,643 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: 464,199 shares; 2024Q4: 450,791 shares; 2025Q1: 453,139 shares; 2025Q2: 448,219 shares; 2025Q3: 406,370 shares; 2025Q4: 421,930 shares; 2026Q1: 411,342 shares 411,342 $49.5M 0.13% -10,588 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,492 shares; 2024Q4: 19,737 shares; 2025Q1: 22,005 shares; 2025Q2: 69,260 shares; 2025Q3: 206,749 shares; 2025Q4: 374,424 shares; 2026Q1: 580,176 shares 580,176 $49.2M 0.13% +205,752 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,952 shares; 2024Q4: 143,200 shares; 2025Q1: 135,413 shares; 2025Q2: 132,893 shares; 2025Q3: 145,105 shares; 2025Q4: 160,556 shares; 2026Q1: 163,842 shares 163,842 $49M 0.13% +3,286 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: 119,990 shares; 2024Q4: 131,170 shares; 2025Q1: 150,308 shares; 2025Q2: 188,596 shares; 2025Q3: 184,866 shares; 2025Q4: 114,706 shares; 2026Q1: 105,246 shares 105,246 $48.7M 0.13% -9,460 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: 134,777 shares; 2024Q4: 128,984 shares; 2025Q1: 117,590 shares; 2025Q2: 130,137 shares; 2025Q3: 134,377 shares; 2025Q4: 138,129 shares; 2026Q1: 142,497 shares 142,497 $48.7M 0.13% +4,368 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,857 shares; 2024Q4: 391,789 shares; 2025Q1: 444,886 shares; 2025Q2: 529,578 shares; 2025Q3: 608,927 shares; 2025Q4: 788,964 shares; 2026Q1: 773,002 shares 773,002 $48.5M 0.12% -15,962 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: 452,243 shares; 2024Q4: 246,426 shares; 2025Q1: 507,517 shares; 2025Q2: 375,093 shares; 2025Q3: 404,942 shares; 2025Q4: 149,688 shares; 2026Q1: 427,799 shares 427,799 $47.2M 0.12% +278,111 Timeline CGMS 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: 276,622 shares; 2024Q4: 1,060,939 shares; 2025Q1: 1,162,124 shares; 2025Q2: 1,332,030 shares; 2025Q3: 1,367,695 shares; 2025Q4: 1,447,206 shares; 2026Q1: 1,731,263 shares 1,731,263 $47.1M 0.12% +284,057 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: 275,541 shares; 2024Q4: 270,725 shares; 2025Q1: 291,667 shares; 2025Q2: 310,842 shares; 2025Q3: 324,038 shares; 2025Q4: 345,795 shares; 2026Q1: 359,563 shares 359,563 $47.1M 0.12% +13,768 Timeline CGHM 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: 15,393 shares; 2024Q4: 70,835 shares; 2025Q1: 80,539 shares; 2025Q2: 136,889 shares; 2025Q3: 175,705 shares; 2025Q4: 1,643,882 shares; 2026Q1: 1,848,310 shares 1,848,310 $46.8M 0.12% +204,428 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: 379,506 shares; 2024Q4: 342,664 shares; 2025Q1: 383,047 shares; 2025Q2: 285,181 shares; 2025Q3: 271,974 shares; 2025Q4: 295,824 shares; 2026Q1: 317,799 shares 317,799 $46.6M 0.12% +21,975 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: 382,701 shares; 2024Q4: 398,624 shares; 2025Q1: 394,178 shares; 2025Q2: 401,802 shares; 2025Q3: 432,911 shares; 2025Q4: 460,252 shares; 2026Q1: 477,034 shares 477,034 $46M 0.12% +16,782 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: 1,149,600 shares; 2024Q4: 876,683 shares; 2025Q1: 921,978 shares; 2025Q2: 956,585 shares; 2025Q3: 954,320 shares; 2025Q4: 904,778 shares; 2026Q1: 812,663 shares 812,663 $46M 0.12% -92,115 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: 36 shares; 2024Q4: 59 shares; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $46M 0.12% 0 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: 616,376 shares; 2024Q4: 606,192 shares; 2025Q1: 618,233 shares; 2025Q2: 616,093 shares; 2025Q3: 628,578 shares; 2025Q4: 665,632 shares; 2026Q1: 665,452 shares 665,452 $45.8M 0.12% -180 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: 439,003 shares; 2024Q4: 396,648 shares; 2025Q1: 403,755 shares; 2025Q2: 398,238 shares; 2025Q3: 412,870 shares; 2025Q4: 406,713 shares; 2026Q1: 520,236 shares 520,236 $45.7M 0.12% +113,523 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,429 shares; 2024Q4: 595,039 shares; 2025Q1: 666,296 shares; 2025Q2: 732,456 shares; 2025Q3: 879,856 shares; 2025Q4: 802,778 shares; 2026Q1: 822,110 shares 822,110 $45.4M 0.12% +19,332 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: 499,094 shares; 2024Q4: 495,716 shares; 2025Q1: 492,324 shares; 2025Q2: 487,335 shares; 2025Q3: 471,414 shares; 2025Q4: 465,086 shares; 2026Q1: 426,824 shares 426,824 $45.2M 0.12% -38,262 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: 456,172 shares; 2024Q4: 728,701 shares; 2025Q1: 1,249,539 shares; 2025Q2: 1,347,260 shares; 2025Q3: 1,382,174 shares; 2025Q4: 1,546,544 shares; 2026Q1: 1,825,535 shares 1,825,535 $45.2M 0.12% +278,991 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439,302 shares; 2024Q4: 1,447,452 shares; 2025Q1: 1,154,000 shares; 2025Q2: 1,305,866 shares; 2025Q3: 1,059,518 shares; 2025Q4: 1,047,051 shares; 2026Q1: 889,472 shares 889,472 $44.8M 0.12% -157,579 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707,098 shares; 2025Q3: 808,671 shares; 2025Q4: 837,787 shares; 2026Q1: 871,411 shares 871,411 $44.4M 0.11% +33,624 Timeline XMMO 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: 138,865 shares; 2024Q4: 136,159 shares; 2025Q1: 215,532 shares; 2025Q2: 214,476 shares; 2025Q3: 229,571 shares; 2025Q4: 243,275 shares; 2026Q1: 300,740 shares 300,740 $43.6M 0.11% +57,465 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: 407,137 shares; 2024Q4: 397,496 shares; 2025Q1: 318,434 shares; 2025Q2: 389,283 shares; 2025Q3: 383,424 shares; 2025Q4: 408,459 shares; 2026Q1: 457,560 shares 457,560 $43.4M 0.11% +49,101 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: 1,217,833 shares; 2024Q4: 1,217,114 shares; 2025Q1: 1,222,045 shares; 2025Q2: 1,125,826 shares; 2025Q3: 1,018,061 shares; 2025Q4: 915,787 shares; 2026Q1: 856,299 shares 856,299 $43.4M 0.11% -59,488 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: 974,024 shares; 2024Q4: 964,877 shares; 2025Q1: 924,133 shares; 2025Q2: 911,834 shares; 2025Q3: 901,274 shares; 2025Q4: 885,022 shares; 2026Q1: 888,483 shares 888,483 $43.3M 0.11% +3,461 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: 257,278 shares; 2024Q4: 226,226 shares; 2025Q1: 232,457 shares; 2025Q2: 242,523 shares; 2025Q3: 262,312 shares; 2025Q4: 258,502 shares; 2026Q1: 293,077 shares 293,077 $43.1M 0.11% +34,575 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: 605,384 shares; 2024Q4: 1,513,266 shares; 2025Q1: 1,411,628 shares; 2025Q2: 1,375,023 shares; 2025Q3: 1,312,732 shares; 2025Q4: 1,778,973 shares; 2026Q1: 1,715,693 shares 1,715,693 $43.1M 0.11% -63,280 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,477,836 shares 1,477,836 $42.7M 0.11% new Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549,812 shares; 2025Q3: 709,563 shares; 2025Q4: 802,359 shares; 2026Q1: 813,779 shares 813,779 $42.6M 0.11% +11,420 Timeline GCOW 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: 901,576 shares; 2024Q4: 916,960 shares; 2025Q1: 915,607 shares; 2025Q2: 765,814 shares; 2025Q3: 781,702 shares; 2025Q4: 831,634 shares; 2026Q1: 908,537 shares 908,537 $42M 0.11% +76,903 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,567 shares; 2024Q4: 262,995 shares; 2025Q1: 446,713 shares; 2025Q2: 274,529 shares; 2025Q3: 313,949 shares; 2025Q4: 298,989 shares; 2026Q1: 797,815 shares 797,815 $42M 0.11% +498,826 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: 36,573 shares; 2024Q4: 37,996 shares; 2025Q1: 52,648 shares; 2025Q2: 52,801 shares; 2025Q3: 48,558 shares; 2025Q4: 49,709 shares; 2026Q1: 49,536 shares 49,536 $41.9M 0.11% -173 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,128 shares; 2024Q4: 999,192 shares; 2025Q1: 1,105,434 shares; 2025Q2: 1,192,570 shares; 2025Q3: 1,260,731 shares; 2025Q4: 1,423,012 shares; 2026Q1: 1,594,463 shares 1,594,463 $41.9M 0.11% +171,451 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,621 shares; 2024Q4: 464,811 shares; 2025Q1: 435,667 shares; 2025Q2: 407,702 shares; 2025Q3: 405,831 shares; 2025Q4: 414,800 shares; 2026Q1: 418,524 shares 418,524 $41.8M 0.11% +3,724 Timeline ONEY 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: 9,379 shares; 2024Q4: 48,394 shares; 2025Q1: 63,599 shares; 2025Q2: 65,856 shares; 2025Q3: 71,940 shares; 2025Q4: 74,305 shares; 2026Q1: 345,285 shares 345,285 $41.5M 0.11% +270,980 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: 258,995 shares; 2024Q4: 275,995 shares; 2025Q1: 273,138 shares; 2025Q2: 309,498 shares; 2025Q3: 310,881 shares; 2025Q4: 342,236 shares; 2026Q1: 388,834 shares 388,834 $41.3M 0.11% +46,598 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: 1,416,142 shares; 2024Q4: 1,775,479 shares; 2025Q1: 1,907,199 shares; 2025Q2: 2,105,689 shares; 2025Q3: 2,122,537 shares; 2025Q4: 2,010,418 shares; 2026Q1: 2,130,483 shares 2,130,483 $41.1M 0.11% +120,065 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: 118,638 shares; 2024Q4: 112,374 shares; 2025Q1: 112,187 shares; 2025Q2: 111,983 shares; 2025Q3: 112,259 shares; 2025Q4: 106,346 shares; 2026Q1: 111,482 shares 111,482 $41M 0.11% +5,136 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: 206,906 shares; 2024Q4: 209,827 shares; 2025Q1: 208,035 shares; 2025Q2: 235,098 shares; 2025Q3: 272,326 shares; 2025Q4: 291,285 shares; 2026Q1: 300,607 shares 300,607 $40.9M 0.11% +9,322 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: 1,931,128 shares; 2024Q4: 1,429,914 shares; 2025Q1: 1,411,916 shares; 2025Q2: 1,492,982 shares; 2025Q3: 1,503,256 shares; 2025Q4: 1,014,430 shares; 2026Q1: 1,050,727 shares 1,050,727 $40.8M 0.11% +36,297 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,506 shares; 2024Q4: 413,322 shares; 2025Q1: 515,036 shares; 2025Q2: 513,836 shares; 2025Q3: 514,628 shares; 2025Q4: 551,219 shares; 2026Q1: 542,494 shares 542,494 $40.7M 0.11% -8,725 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: 821,988 shares; 2024Q4: 802,632 shares; 2025Q1: 883,438 shares; 2025Q2: 1,081,505 shares; 2025Q3: 1,121,723 shares; 2025Q4: 1,084,797 shares; 2026Q1: 1,767,949 shares 1,767,949 $40.5M 0.1% +683,152 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: 152,233 shares; 2024Q4: 152,905 shares; 2025Q1: 155,824 shares; 2025Q2: 160,293 shares; 2025Q3: 179,980 shares; 2025Q4: 205,043 shares; 2026Q1: 200,942 shares 200,942 $40M 0.1% -4,101 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: 65,630 shares; 2024Q4: 65,776 shares; 2025Q1: 65,150 shares; 2025Q2: 64,989 shares; 2025Q3: 67,452 shares; 2025Q4: 69,590 shares; 2026Q1: 70,764 shares 70,764 $39.9M 0.1% +1,174 Timeline PTLC 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: 934,427 shares; 2024Q4: 906,358 shares; 2025Q1: 926,645 shares; 2025Q2: 754,119 shares; 2025Q3: 834,488 shares; 2025Q4: 818,379 shares; 2026Q1: 758,988 shares 758,988 $39.8M 0.1% -59,391 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: 469,759 shares; 2024Q4: 282,158 shares; 2025Q1: 184,172 shares; 2025Q2: 419,326 shares; 2025Q3: 424,957 shares; 2025Q4: 431,027 shares; 2026Q1: 433,231 shares 433,231 $39.6M 0.1% +2,204 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: 901,078 shares; 2024Q4: 454,330 shares; 2025Q1: 523,675 shares; 2025Q2: 717,960 shares; 2025Q3: 818,114 shares; 2025Q4: 1,145,283 shares; 2026Q1: 1,595,772 shares 1,595,772 $38.9M 0.1% +450,489 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: 108,825 shares; 2024Q4: 108,272 shares; 2025Q1: 108,246 shares; 2025Q2: 108,417 shares; 2025Q3: 105,429 shares; 2025Q4: 107,606 shares; 2026Q1: 109,327 shares 109,327 $38.5M 0.1% +1,721 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: 237,813 shares; 2024Q4: 222,711 shares; 2025Q1: 254,684 shares; 2025Q2: 225,638 shares; 2025Q3: 232,810 shares; 2025Q4: 234,116 shares; 2026Q1: 232,460 shares 232,460 $38.4M 0.1% -1,656 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: 451,324 shares; 2024Q4: 484,573 shares; 2025Q1: 518,012 shares; 2025Q2: 733,297 shares; 2025Q3: 743,429 shares; 2025Q4: 812,952 shares; 2026Q1: 817,602 shares 817,602 $38.4M 0.1% +4,650 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: 191,560 shares; 2024Q4: 178,165 shares; 2025Q1: 185,397 shares; 2025Q2: 173,386 shares; 2025Q3: 168,115 shares; 2025Q4: 165,723 shares; 2026Q1: 175,837 shares 175,837 $38.2M 0.1% +10,114 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,244 shares; 2024Q4: 460,175 shares; 2025Q1: 499,079 shares; 2025Q2: 532,407 shares; 2025Q3: 593,079 shares; 2025Q4: 645,262 shares; 2026Q1: 770,603 shares 770,603 $38.1M 0.1% +125,341 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,734 shares; 2024Q4: 275,757 shares; 2025Q1: 291,324 shares; 2025Q2: 306,630 shares; 2025Q3: 503,863 shares; 2025Q4: 496,275 shares; 2026Q1: 499,799 shares 499,799 $37.9M 0.1% +3,524 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849,502 shares; 2024Q4: 821,760 shares; 2025Q1: 815,601 shares; 2025Q2: 804,228 shares; 2025Q3: 813,170 shares; 2025Q4: 823,303 shares; 2026Q1: 773,051 shares 773,051 $37.8M 0.1% -50,252 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,362 shares; 2024Q4: 36,299 shares; 2025Q1: 413,623 shares; 2025Q2: 520,774 shares; 2025Q3: 562,185 shares; 2025Q4: 617,148 shares; 2026Q1: 1,004,119 shares 1,004,119 $37.4M 0.1% +386,971 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: 192,204 shares; 2024Q4: 128,666 shares; 2025Q1: 129,829 shares; 2025Q2: 173,317 shares; 2025Q3: 177,367 shares; 2025Q4: 194,534 shares; 2026Q1: 136,583 shares 136,583 $37.2M 0.1% -57,951 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: 454,034 shares; 2024Q4: 451,040 shares; 2025Q1: 468,274 shares; 2025Q2: 445,675 shares; 2025Q3: 536,250 shares; 2025Q4: 555,539 shares; 2026Q1: 740,868 shares 740,868 $36.9M 0.1% +185,329 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: 82,301 shares; 2024Q4: 89,137 shares; 2025Q1: 104,852 shares; 2025Q2: 105,336 shares; 2025Q3: 150,409 shares; 2025Q4: 168,136 shares; 2026Q1: 167,916 shares 167,916 $36.7M 0.09% -220 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: 233,676 shares; 2025Q1: 173,651 shares; 2025Q2: 164,490 shares; 2025Q3: 152,664 shares; 2025Q4: 168,345 shares; 2026Q1: 170,513 shares 170,513 $36.4M 0.09% +2,168 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,575 shares; 2024Q4: 244,716 shares; 2025Q1: 261,164 shares; 2025Q2: 250,391 shares; 2025Q3: 285,941 shares; 2025Q4: 263,437 shares; 2026Q1: 289,045 shares 289,045 $36.4M 0.09% +25,608 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: 512,563 shares; 2024Q4: 522,998 shares; 2025Q1: 550,132 shares; 2025Q2: 565,128 shares; 2025Q3: 565,906 shares; 2025Q4: 574,036 shares; 2026Q1: 583,059 shares 583,059 $35.7M 0.09% +9,023 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: 112,159 shares; 2024Q4: 87,621 shares; 2025Q1: 95,443 shares; 2025Q2: 97,611 shares; 2025Q3: 114,507 shares; 2025Q4: 120,466 shares; 2026Q1: 117,572 shares 117,572 $35.6M 0.09% -2,894 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: 211,732 shares; 2024Q4: 191,501 shares; 2025Q1: 201,966 shares; 2025Q2: 292,534 shares; 2025Q3: 316,161 shares; 2025Q4: 268,525 shares; 2026Q1: 320,240 shares 320,240 $35.4M 0.09% +51,715 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: 446,493 shares; 2024Q4: 427,851 shares; 2025Q1: 415,456 shares; 2025Q2: 421,737 shares; 2025Q3: 434,928 shares; 2025Q4: 445,120 shares; 2026Q1: 440,002 shares 440,002 $35M 0.09% -5,118 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: 115,091 shares; 2024Q4: 117,444 shares; 2025Q1: 133,745 shares; 2025Q2: 134,871 shares; 2025Q3: 137,123 shares; 2025Q4: 139,650 shares; 2026Q1: 151,578 shares 151,578 $34.8M 0.09% +11,928 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: 19,040 shares; 2024Q4: 18,207 shares; 2025Q1: 19,601 shares; 2025Q2: 21,373 shares; 2025Q3: 21,707 shares; 2025Q4: 22,467 shares; 2026Q1: 26,327 shares 26,327 $34.8M 0.09% +3,860 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: 143,293 shares; 2024Q4: 145,751 shares; 2025Q1: 129,668 shares; 2025Q2: 120,860 shares; 2025Q3: 165,641 shares; 2025Q4: 170,451 shares; 2026Q1: 214,408 shares 214,408 $34.7M 0.09% +43,957 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,370 shares; 2024Q4: 196,836 shares; 2025Q1: 348,026 shares; 2025Q2: 461,526 shares; 2025Q3: 490,501 shares; 2025Q4: 529,616 shares; 2026Q1: 536,662 shares 536,662 $34.3M 0.09% +7,046 Timeline COWG 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: 107,887 shares; 2024Q4: 185,959 shares; 2025Q1: 520,654 shares; 2025Q2: 876,219 shares; 2025Q3: 1,146,164 shares; 2025Q4: 949,171 shares; 2026Q1: 1,013,162 shares 1,013,162 $34.2M 0.09% +63,991 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: 521,857 shares; 2024Q4: 393,194 shares; 2025Q1: 406,876 shares; 2025Q2: 470,899 shares; 2025Q3: 555,444 shares; 2025Q4: 416,926 shares; 2026Q1: 368,080 shares 368,080 $34.1M 0.09% -48,846 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: 248,023 shares; 2024Q4: 217,470 shares; 2025Q1: 208,351 shares; 2025Q2: 194,132 shares; 2025Q3: 197,270 shares; 2025Q4: 192,113 shares; 2026Q1: 239,938 shares 239,938 $33.9M 0.09% +47,825 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,040 shares; 2024Q4: 523,050 shares; 2025Q1: 471,680 shares; 2025Q2: 392,037 shares; 2025Q3: 366,283 shares; 2025Q4: 340,970 shares; 2026Q1: 327,742 shares 327,742 $33.9M 0.09% -13,228 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: 121,516 shares; 2024Q4: 115,631 shares; 2025Q1: 118,560 shares; 2025Q2: 131,600 shares; 2025Q3: 123,007 shares; 2025Q4: 122,692 shares; 2026Q1: 124,842 shares 124,842 $33.8M 0.09% +2,150 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 29,582 shares; 2025Q1: 106,035 shares; 2025Q2: 116,289 shares; 2025Q3: 165,736 shares; 2025Q4: 611,024 shares; 2026Q1: 627,018 shares 627,018 $33.7M 0.09% +15,994 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931,360 shares; 2024Q4: 946,596 shares; 2025Q1: 953,204 shares; 2025Q2: 824,333 shares; 2025Q3: 865,894 shares; 2025Q4: 751,719 shares; 2026Q1: 764,931 shares 764,931 $33.3M 0.09% +13,212 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,254 shares; 2024Q4: 274,884 shares; 2025Q1: 268,653 shares; 2025Q2: 270,474 shares; 2025Q3: 262,541 shares; 2025Q4: 268,256 shares; 2026Q1: 289,405 shares 289,405 $33.3M 0.09% +21,149 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: 717,152 shares; 2024Q4: 432,358 shares; 2025Q1: 455,153 shares; 2025Q2: 563,351 shares; 2025Q3: 632,629 shares; 2025Q4: 535,059 shares; 2026Q1: 361,999 shares 361,999 $33.2M 0.09% -173,060 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,972 shares; 2025Q1: 31,693 shares; 2025Q2: 120,292 shares; 2025Q3: 199,239 shares; 2025Q4: 996,254 shares; 2026Q1: 1,081,536 shares 1,081,536 $33M 0.09% +85,282 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,894 shares; 2024Q4: 323,509 shares; 2025Q1: 322,970 shares; 2025Q2: 323,989 shares; 2025Q3: 380,549 shares; 2025Q4: 394,072 shares; 2026Q1: 415,439 shares 415,439 $32.9M 0.08% +21,367 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: 126,472 shares; 2024Q4: 178,113 shares; 2025Q1: 190,060 shares; 2025Q2: 267,134 shares; 2025Q3: 279,512 shares; 2025Q4: 252,692 shares; 2026Q1: 256,312 shares 256,312 $32.8M 0.08% +3,620 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: 131,946 shares; 2024Q4: 124,082 shares; 2025Q1: 126,942 shares; 2025Q2: 145,699 shares; 2025Q3: 146,119 shares; 2025Q4: 174,249 shares; 2026Q1: 175,411 shares 175,411 $32.7M 0.08% +1,162 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,112 shares; 2024Q4: 985,182 shares; 2025Q1: 1,058,442 shares; 2025Q2: 914,478 shares; 2025Q3: 940,062 shares; 2025Q4: 1,040,788 shares; 2026Q1: 1,107,739 shares 1,107,739 $32.7M 0.08% +66,951 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: 264,372 shares; 2025Q1: 292,884 shares; 2025Q2: 278,819 shares; 2025Q3: 266,242 shares; 2025Q4: 254,471 shares; 2026Q1: 264,615 shares 264,615 $32.5M 0.08% +10,144 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,121 shares; 2024Q4: 797,321 shares; 2025Q1: 907,577 shares; 2025Q2: 958,460 shares; 2025Q3: 776,177 shares; 2025Q4: 769,033 shares; 2026Q1: 701,192 shares 701,192 $32.4M 0.08% -67,841 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: 89,038 shares; 2024Q4: 97,075 shares; 2025Q1: 87,873 shares; 2025Q2: 94,042 shares; 2025Q3: 101,975 shares; 2025Q4: 96,668 shares; 2026Q1: 78,347 shares 78,347 $31.9M 0.08% -18,321 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,723 shares; 2024Q4: 359,146 shares; 2025Q1: 376,878 shares; 2025Q2: 441,199 shares; 2025Q3: 425,230 shares; 2025Q4: 379,185 shares; 2026Q1: 424,221 shares 424,221 $31.9M 0.08% +45,036 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: 177,113 shares; 2024Q4: 179,571 shares; 2025Q1: 185,255 shares; 2025Q2: 523,443 shares; 2025Q3: 723,896 shares; 2025Q4: 708,818 shares; 2026Q1: 707,350 shares 707,350 $31.9M 0.08% -1,468 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: 295,452 shares; 2024Q4: 360,305 shares; 2025Q1: 259,814 shares; 2025Q2: 260,923 shares; 2025Q3: 149,679 shares; 2025Q4: 119,250 shares; 2026Q1: 285,530 shares 285,530 $31.8M 0.08% +166,280 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: 355,245 shares; 2024Q4: 321,357 shares; 2025Q1: 321,018 shares; 2025Q2: 316,189 shares; 2025Q3: 344,803 shares; 2025Q4: 334,555 shares; 2026Q1: 542,459 shares 542,459 $31.8M 0.08% +207,904 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: 5,947 shares; 2024Q4: 12,838 shares; 2025Q1: 26,218 shares; 2025Q2: 321,409 shares; 2025Q3: 406,026 shares; 2025Q4: 455,015 shares; 2026Q1: 576,873 shares 576,873 $31.6M 0.08% +121,858 Timeline PTNQ 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: 481,643 shares; 2024Q4: 492,094 shares; 2025Q1: 501,375 shares; 2025Q2: 422,624 shares; 2025Q3: 446,393 shares; 2025Q4: 435,630 shares; 2026Q1: 433,063 shares 433,063 $31.6M 0.08% -2,567 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,077 shares; 2024Q4: 563,225 shares; 2025Q1: 515,765 shares; 2025Q2: 526,860 shares; 2025Q3: 556,986 shares; 2025Q4: 565,496 shares; 2026Q1: 521,319 shares 521,319 $31.5M 0.08% -44,177 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: 182,434 shares; 2024Q4: 222,189 shares; 2025Q1: 234,397 shares; 2025Q2: 229,709 shares; 2025Q3: 227,501 shares; 2025Q4: 240,119 shares; 2026Q1: 237,906 shares 237,906 $31.4M 0.08% -2,213 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: 203,790 shares; 2024Q4: 213,045 shares; 2025Q1: 169,620 shares; 2025Q2: 172,011 shares; 2025Q3: 161,303 shares; 2025Q4: 158,246 shares; 2026Q1: 189,390 shares 189,390 $31.4M 0.08% +31,144 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: 60,452 shares; 2024Q4: 70,690 shares; 2025Q1: 89,356 shares; 2025Q2: 95,341 shares; 2025Q3: 112,335 shares; 2025Q4: 112,492 shares; 2026Q1: 111,831 shares 111,831 $31.2M 0.08% -661 Timeline QDPL 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: 392,624 shares; 2024Q4: 519,509 shares; 2025Q1: 571,548 shares; 2025Q2: 621,872 shares; 2025Q3: 685,337 shares; 2025Q4: 760,854 shares; 2026Q1: 777,785 shares 777,785 $31.2M 0.08% +16,931 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,544 shares; 2024Q4: 385,304 shares; 2025Q1: 404,471 shares; 2025Q2: 430,786 shares; 2025Q3: 452,812 shares; 2025Q4: 324,895 shares; 2026Q1: 371,900 shares 371,900 $31.1M 0.08% +47,005 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: 315,203 shares; 2024Q4: 312,266 shares; 2025Q1: 280,718 shares; 2025Q2: 280,323 shares; 2025Q3: 291,631 shares; 2025Q4: 331,204 shares; 2026Q1: 302,423 shares 302,423 $31.1M 0.08% -28,781 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: 390,170 shares; 2024Q4: 386,856 shares; 2025Q1: 603,413 shares; 2025Q2: 522,976 shares; 2025Q3: 541,057 shares; 2025Q4: 569,589 shares; 2026Q1: 608,070 shares 608,070 $31M 0.08% +38,481 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,334 shares; 2024Q4: 399,938 shares; 2025Q1: 505,367 shares; 2025Q2: 800,824 shares; 2025Q3: 1,021,835 shares; 2025Q4: 1,221,191 shares; 2026Q1: 1,472,157 shares 1,472,157 $30.9M 0.08% +250,966 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222,562 shares 1,222,562 $30.8M 0.08% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,741 shares; 2024Q4: 65,201 shares; 2025Q1: 91,355 shares; 2025Q2: 131,455 shares; 2025Q3: 122,362 shares; 2025Q4: 111,754 shares; 2026Q1: 122,773 shares 122,773 $30.8M 0.08% +11,019 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819,098 shares; 2024Q4: 893,102 shares; 2025Q1: 781,909 shares; 2025Q2: 958,178 shares; 2025Q3: 1,051,658 shares; 2025Q4: 1,125,357 shares; 2026Q1: 900,496 shares 900,496 $30.7M 0.08% -224,861 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,056 shares; 2024Q4: 235,982 shares; 2025Q1: 233,071 shares; 2025Q2: 226,252 shares; 2025Q3: 238,804 shares; 2025Q4: 233,826 shares; 2026Q1: 209,957 shares 209,957 $30.6M 0.08% -23,869 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: 201,324 shares; 2024Q4: 180,301 shares; 2025Q1: 169,527 shares; 2025Q2: 214,645 shares; 2025Q3: 217,614 shares; 2025Q4: 213,074 shares; 2026Q1: 258,197 shares 258,197 $30.6M 0.08% +45,123 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: 143,406 shares; 2024Q4: 136,776 shares; 2025Q1: 117,340 shares; 2025Q2: 119,340 shares; 2025Q3: 129,352 shares; 2025Q4: 124,798 shares; 2026Q1: 134,662 shares 134,662 $30.4M 0.08% +9,864 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: 461,950 shares; 2024Q4: 450,099 shares; 2025Q1: 453,202 shares; 2025Q2: 535,542 shares; 2025Q3: 542,239 shares; 2025Q4: 474,544 shares; 2026Q1: 477,207 shares 477,207 $30.1M 0.08% +2,663 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: 361,903 shares; 2024Q4: 340,374 shares; 2025Q1: 309,732 shares; 2025Q2: 318,322 shares; 2025Q3: 319,616 shares; 2025Q4: 309,444 shares; 2026Q1: 311,086 shares 311,086 $30M 0.08% +1,642 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: 570,654 shares; 2024Q4: 531,954 shares; 2025Q1: 559,397 shares; 2025Q2: 619,316 shares; 2025Q3: 735,981 shares; 2025Q4: 725,144 shares; 2026Q1: 775,848 shares 775,848 $29.8M 0.08% +50,704 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,985 shares; 2024Q4: 606,603 shares; 2025Q1: 593,813 shares; 2025Q2: 560,749 shares; 2025Q3: 467,596 shares; 2025Q4: 441,354 shares; 2026Q1: 426,406 shares 426,406 $29.8M 0.08% -14,948 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,970 shares; 2024Q4: 189,475 shares; 2025Q1: 526,633 shares; 2025Q2: 620,649 shares; 2025Q3: 691,489 shares; 2025Q4: 741,651 shares; 2026Q1: 876,378 shares 876,378 $29.8M 0.08% +134,727 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: 312,465 shares; 2024Q4: 308,234 shares; 2025Q1: 290,451 shares; 2025Q2: 249,157 shares; 2025Q3: 272,275 shares; 2025Q4: 311,655 shares; 2026Q1: 334,104 shares 334,104 $29.6M 0.08% +22,449 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: 306,099 shares; 2024Q4: 281,367 shares; 2025Q1: 304,909 shares; 2025Q2: 347,559 shares; 2025Q3: 326,690 shares; 2025Q4: 266,943 shares; 2026Q1: 405,025 shares 405,025 $29.6M 0.08% +138,082 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: 113,466 shares; 2024Q4: 119,740 shares; 2025Q1: 123,431 shares; 2025Q2: 142,527 shares; 2025Q3: 165,480 shares; 2025Q4: 181,994 shares; 2026Q1: 184,330 shares 184,330 $29.4M 0.08% +2,336 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: 87,006 shares; 2024Q4: 83,508 shares; 2025Q1: 81,613 shares; 2025Q2: 85,972 shares; 2025Q3: 82,766 shares; 2025Q4: 84,306 shares; 2026Q1: 84,636 shares 84,636 $29M 0.07% +330 Timeline XAR 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: 78,661 shares; 2024Q4: 84,190 shares; 2025Q1: 92,239 shares; 2025Q2: 88,422 shares; 2025Q3: 100,358 shares; 2025Q4: 100,619 shares; 2026Q1: 114,267 shares 114,267 $29M 0.07% +13,648 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,061 shares; 2024Q4: 681,840 shares; 2025Q1: 709,059 shares; 2025Q2: 731,563 shares; 2025Q3: 756,468 shares; 2025Q4: 730,202 shares; 2026Q1: 762,970 shares 762,970 $28.9M 0.07% +32,768 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: 134,863 shares; 2024Q4: 130,134 shares; 2025Q1: 126,221 shares; 2025Q2: 127,527 shares; 2025Q3: 131,614 shares; 2025Q4: 124,106 shares; 2026Q1: 121,878 shares 121,878 $28.8M 0.07% -2,228 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,226 shares; 2024Q4: 169,080 shares; 2025Q1: 135,611 shares; 2025Q2: 240,886 shares; 2025Q3: 235,892 shares; 2025Q4: 229,766 shares; 2026Q1: 185,642 shares 185,642 $28.8M 0.07% -44,124 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,992 shares; 2024Q4: 507,069 shares; 2025Q1: 507,130 shares; 2025Q2: 528,971 shares; 2025Q3: 559,958 shares; 2025Q4: 533,566 shares; 2026Q1: 594,132 shares 594,132 $28.7M 0.07% +60,566 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: 236,900 shares; 2024Q4: 704,399 shares; 2025Q1: 680,120 shares; 2025Q2: 848,323 shares; 2025Q3: 836,304 shares; 2025Q4: 859,496 shares; 2026Q1: 925,224 shares 925,224 $28.6M 0.07% +65,728 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,271 shares; 2024Q4: 277,426 shares; 2025Q1: 278,747 shares; 2025Q2: 323,208 shares; 2025Q3: 335,755 shares; 2025Q4: 346,732 shares; 2026Q1: 378,209 shares 378,209 $28.6M 0.07% +31,477 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: 428,992 shares; 2024Q4: 112,788 shares; 2025Q1: 111,531 shares; 2025Q2: 101,082 shares; 2025Q3: 103,952 shares; 2025Q4: 108,827 shares; 2026Q1: 806,175 shares 806,175 $28.5M 0.07% +697,348 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,503 shares; 2024Q4: 432,859 shares; 2025Q1: 451,037 shares; 2025Q2: 452,267 shares; 2025Q3: 535,131 shares; 2025Q4: 568,976 shares; 2026Q1: 580,556 shares 580,556 $28.4M 0.07% +11,580 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: 200,798 shares; 2024Q4: 194,090 shares; 2025Q1: 192,986 shares; 2025Q2: 197,194 shares; 2025Q3: 191,957 shares; 2025Q4: 201,007 shares; 2026Q1: 220,164 shares 220,164 $28.4M 0.07% +19,157 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,319 shares; 2024Q4: 16,212 shares; 2025Q1: 17,190 shares; 2025Q2: 15,556 shares; 2025Q3: 19,392 shares; 2025Q4: 20,230 shares; 2026Q1: 19,204 shares 19,204 $28.3M 0.07% -1,026 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,965 shares; 2024Q4: 117,779 shares; 2025Q1: 115,914 shares; 2025Q2: 123,306 shares; 2025Q3: 199,349 shares; 2025Q4: 189,115 shares; 2026Q1: 203,662 shares 203,662 $28.2M 0.07% +14,547 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: 252,319 shares; 2024Q4: 233,001 shares; 2025Q1: 295,077 shares; 2025Q2: 309,238 shares; 2025Q3: 323,423 shares; 2025Q4: 265,776 shares; 2026Q1: 278,322 shares 278,322 $28M 0.07% +12,546 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: 79,519 shares; 2024Q4: 73,881 shares; 2025Q1: 62,528 shares; 2025Q2: 66,634 shares; 2025Q3: 74,284 shares; 2025Q4: 73,985 shares; 2026Q1: 78,235 shares 78,235 $28M 0.07% +4,250 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: 237,643 shares; 2024Q4: 270,024 shares; 2025Q1: 300,012 shares; 2025Q2: 329,205 shares; 2025Q3: 371,952 shares; 2025Q4: 451,246 shares; 2026Q1: 532,915 shares 532,915 $27.7M 0.07% +81,669 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,746 shares; 2024Q4: 106,556 shares; 2025Q1: 144,155 shares; 2025Q2: 171,349 shares; 2025Q3: 189,938 shares; 2025Q4: 280,178 shares; 2026Q1: 538,311 shares 538,311 $27.6M 0.07% +258,133 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: 140,462 shares; 2024Q4: 148,251 shares; 2025Q1: 166,943 shares; 2025Q2: 193,306 shares; 2025Q3: 228,007 shares; 2025Q4: 234,286 shares; 2026Q1: 279,853 shares 279,853 $27.5M 0.07% +45,567 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878,564 shares; 2024Q4: 1,663,748 shares; 2025Q1: 1,245,463 shares; 2025Q2: 1,030,962 shares; 2025Q3: 838,284 shares; 2025Q4: 729,314 shares; 2026Q1: 613,217 shares 613,217 $27.5M 0.07% -116,097 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,319 shares; 2024Q4: 196,073 shares; 2025Q1: 221,336 shares; 2025Q2: 261,819 shares; 2025Q3: 277,371 shares; 2025Q4: 305,693 shares; 2026Q1: 386,291 shares 386,291 $27.5M 0.07% +80,598 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144,668 shares; 2024Q4: 512,945 shares; 2025Q1: 778,649 shares; 2025Q2: 468,485 shares; 2025Q3: 446,230 shares; 2025Q4: 448,039 shares; 2026Q1: 645,820 shares 645,820 $27.4M 0.07% +197,781 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,869 shares; 2024Q4: 200,738 shares; 2025Q1: 195,108 shares; 2025Q2: 194,590 shares; 2025Q3: 199,655 shares; 2025Q4: 254,491 shares; 2026Q1: 648,206 shares 648,206 $27.4M 0.07% +393,715 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,383 shares; 2024Q4: 338,661 shares; 2025Q1: 338,062 shares; 2025Q2: 112,212 shares; 2025Q3: 100,623 shares; 2025Q4: 100,088 shares; 2026Q1: 347,122 shares 347,122 $27.3M 0.07% +247,034 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: 224,209 shares; 2024Q4: 114,582 shares; 2025Q1: 114,810 shares; 2025Q2: 170,522 shares; 2025Q3: 160,625 shares; 2025Q4: 102,435 shares; 2026Q1: 120,522 shares 120,522 $27.1M 0.07% +18,087 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: 126,616 shares; 2025Q1: 275,602 shares; 2025Q2: 536,279 shares; 2025Q3: 672,284 shares; 2025Q4: 1,036,486 shares; 2026Q1: 1,124,735 shares 1,124,735 $26.8M 0.07% +88,249 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: 144,961 shares; 2024Q4: 148,230 shares; 2025Q1: 164,055 shares; 2025Q2: 161,094 shares; 2025Q3: 142,835 shares; 2025Q4: 148,721 shares; 2026Q1: 162,979 shares 162,979 $26.8M 0.07% +14,258 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,637 shares; 2025Q1: 13,809 shares; 2025Q2: 28,323 shares; 2025Q3: 35,304 shares; 2025Q4: 76,080 shares; 2026Q1: 674,514 shares 674,514 $26.8M 0.07% +598,434 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,618 shares; 2024Q4: 159,637 shares; 2025Q1: 158,085 shares; 2025Q2: 156,768 shares; 2025Q3: 160,515 shares; 2025Q4: 162,276 shares; 2026Q1: 176,755 shares 176,755 $26.8M 0.07% +14,479 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,988 shares; 2024Q4: 201,173 shares; 2025Q1: 200,353 shares; 2025Q2: 201,553 shares; 2025Q3: 296,678 shares; 2025Q4: 333,093 shares; 2026Q1: 245,317 shares 245,317 $26.7M 0.07% -87,776 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,986 shares; 2024Q4: 109,706 shares; 2025Q1: 141,292 shares; 2025Q2: 161,371 shares; 2025Q3: 240,175 shares; 2025Q4: 276,432 shares; 2026Q1: 282,089 shares 282,089 $26.6M 0.07% +5,657 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: 126,926 shares; 2024Q4: 127,226 shares; 2025Q1: 137,035 shares; 2025Q2: 144,397 shares; 2025Q3: 144,275 shares; 2025Q4: 147,031 shares; 2026Q1: 123,764 shares 123,764 $26.4M 0.07% -23,267 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: 60,509 shares; 2024Q4: 58,977 shares; 2025Q1: 60,171 shares; 2025Q2: 61,084 shares; 2025Q3: 62,112 shares; 2025Q4: 61,717 shares; 2026Q1: 62,110 shares 62,110 $26.4M 0.07% +393 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 32,131 shares; 2025Q3: 129,787 shares; 2025Q4: 157,659 shares; 2026Q1: 306,419 shares 306,419 $26.2M 0.07% +148,760 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: 645,343 shares; 2024Q4: 502,120 shares; 2025Q1: 514,800 shares; 2025Q2: 484,487 shares; 2025Q3: 615,794 shares; 2025Q4: 617,222 shares; 2026Q1: 407,144 shares 407,144 $26M 0.07% -210,078 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: 188,759 shares; 2024Q4: 193,885 shares; 2025Q1: 208,028 shares; 2025Q2: 389,078 shares; 2025Q3: 425,920 shares; 2025Q4: 479,303 shares; 2026Q1: 503,225 shares 503,225 $25.9M 0.07% +23,922 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: 616,768 shares; 2024Q4: 566,462 shares; 2025Q1: 557,385 shares; 2025Q2: 542,326 shares; 2025Q3: 520,164 shares; 2025Q4: 602,379 shares; 2026Q1: 579,204 shares 579,204 $25.6M 0.07% -23,175 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,949 shares; 2024Q4: 83,917 shares; 2025Q1: 83,910 shares; 2025Q2: 82,328 shares; 2025Q3: 76,482 shares; 2025Q4: 76,405 shares; 2026Q1: 77,649 shares 77,649 $25.5M 0.07% +1,244 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: 74,567 shares; 2024Q4: 157,273 shares; 2025Q1: 148,620 shares; 2025Q2: 151,674 shares; 2025Q3: 178,227 shares; 2025Q4: 159,751 shares; 2026Q1: 158,835 shares 158,835 $25.5M 0.07% -916 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: 405,595 shares; 2024Q4: 499,101 shares; 2025Q1: 784,257 shares; 2025Q2: 915,236 shares; 2025Q3: 980,552 shares; 2025Q4: 1,118,412 shares; 2026Q1: 1,243,685 shares 1,243,685 $25.4M 0.07% +125,273 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,029 shares; 2024Q4: 358,104 shares; 2025Q1: 394,612 shares; 2025Q2: 442,839 shares; 2025Q3: 500,824 shares; 2025Q4: 494,085 shares; 2026Q1: 506,764 shares 506,764 $25.4M 0.07% +12,679 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: 216,854 shares; 2024Q4: 241,366 shares; 2025Q1: 250,322 shares; 2025Q2: 313,981 shares; 2025Q3: 329,436 shares; 2025Q4: 410,063 shares; 2026Q1: 702,122 shares 702,122 $24.9M 0.06% +292,059 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,130 shares; 2024Q4: 145,829 shares; 2025Q1: 156,404 shares; 2025Q2: 156,934 shares; 2025Q3: 176,950 shares; 2025Q4: 173,203 shares; 2026Q1: 183,596 shares 183,596 $24.9M 0.06% +10,393 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,674 shares; 2024Q4: 188,979 shares; 2025Q1: 218,757 shares; 2025Q2: 240,105 shares; 2025Q3: 257,296 shares; 2025Q4: 281,038 shares; 2026Q1: 353,315 shares 353,315 $24.9M 0.06% +72,277 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: 466,065 shares; 2024Q4: 432,938 shares; 2025Q1: 357,979 shares; 2025Q2: 354,712 shares; 2025Q3: 355,969 shares; 2025Q4: 304,456 shares; 2026Q1: 300,715 shares 300,715 $24.8M 0.06% -3,741 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: 680,437 shares; 2024Q4: 738,284 shares; 2025Q1: 691,095 shares; 2025Q2: 824,864 shares; 2025Q3: 1,547,754 shares; 2025Q4: 1,030,595 shares; 2026Q1: 1,060,271 shares 1,060,271 $24.7M 0.06% +29,676 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054,948 shares; 2024Q4: 931,686 shares; 2025Q1: 1,040,587 shares; 2025Q2: 1,255,258 shares; 2025Q3: 776,325 shares; 2025Q4: 822,563 shares; 2026Q1: 997,473 shares 997,473 $24.7M 0.06% +174,910 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,134 shares; 2025Q1: 81,451 shares; 2025Q2: 81,320 shares; 2025Q3: 81,875 shares; 2025Q4: 666,418 shares; 2026Q1: 824,926 shares 824,926 $24.7M 0.06% +158,508 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: 206,503 shares; 2024Q4: 200,027 shares; 2025Q1: 217,657 shares; 2025Q2: 239,474 shares; 2025Q3: 476,709 shares; 2025Q4: 479,950 shares; 2026Q1: 473,689 shares 473,689 $24.6M 0.06% -6,261 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: 376,524 shares; 2024Q4: 513,727 shares; 2025Q1: 462,142 shares; 2025Q2: 386,312 shares; 2025Q3: 326,581 shares; 2025Q4: 390,186 shares; 2026Q1: 404,342 shares 404,342 $24.5M 0.06% +14,156 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: 289,217 shares; 2024Q4: 255,741 shares; 2025Q1: 279,640 shares; 2025Q2: 259,048 shares; 2025Q3: 203,871 shares; 2025Q4: 201,581 shares; 2026Q1: 134,649 shares 134,649 $24.4M 0.06% -66,932 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: 311,300 shares; 2024Q4: 343,664 shares; 2025Q1: 368,951 shares; 2025Q2: 456,058 shares; 2025Q3: 464,200 shares; 2025Q4: 471,908 shares; 2026Q1: 493,713 shares 493,713 $24.4M 0.06% +21,805 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,862 shares; 2024Q4: 344,794 shares; 2025Q1: 300,438 shares; 2025Q2: 314,650 shares; 2025Q3: 344,237 shares; 2025Q4: 373,390 shares; 2026Q1: 479,784 shares 479,784 $24.4M 0.06% +106,394 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: 210,352 shares; 2025Q3: 509,698 shares; 2025Q4: 657,345 shares; 2026Q1: 738,319 shares 738,319 $24.3M 0.06% +80,974 Timeline VLU 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: 52,957 shares; 2024Q4: 86,705 shares; 2025Q1: 94,343 shares; 2025Q2: 98,857 shares; 2025Q3: 106,931 shares; 2025Q4: 104,941 shares; 2026Q1: 112,975 shares 112,975 $24.3M 0.06% +8,034 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,755 shares; 2024Q4: 198,309 shares; 2025Q1: 158,920 shares; 2025Q2: 189,374 shares; 2025Q3: 214,150 shares; 2025Q4: 229,063 shares; 2026Q1: 221,330 shares 221,330 $24.3M 0.06% -7,733 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: 285,457 shares; 2024Q4: 258,014 shares; 2025Q1: 265,839 shares; 2025Q2: 287,362 shares; 2025Q3: 265,547 shares; 2025Q4: 300,389 shares; 2026Q1: 264,377 shares 264,377 $24.2M 0.06% -36,012 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782,581 shares; 2024Q4: 755,866 shares; 2025Q1: 796,659 shares; 2025Q2: 990,506 shares; 2025Q3: 800,960 shares; 2025Q4: 839,980 shares; 2026Q1: 941,653 shares 941,653 $24.1M 0.06% +101,673 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: 103,288 shares; 2024Q4: 105,130 shares; 2025Q1: 113,789 shares; 2025Q2: 111,688 shares; 2025Q3: 115,563 shares; 2025Q4: 129,190 shares; 2026Q1: 139,137 shares 139,137 $24.1M 0.06% +9,947 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: 118,847 shares; 2024Q4: 129,797 shares; 2025Q1: 140,864 shares; 2025Q2: 148,406 shares; 2025Q3: 162,146 shares; 2025Q4: 181,360 shares; 2026Q1: 183,465 shares 183,465 $24M 0.06% +2,105 Timeline JSMD 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: 306,244 shares; 2024Q4: 303,870 shares; 2025Q1: 300,242 shares; 2025Q2: 297,621 shares; 2025Q3: 297,732 shares; 2025Q4: 295,447 shares; 2026Q1: 302,646 shares 302,646 $24M 0.06% +7,199 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: 27,502 shares; 2024Q4: 33,541 shares; 2025Q1: 38,082 shares; 2025Q2: 272,522 shares; 2025Q3: 323,275 shares; 2025Q4: 361,146 shares; 2026Q1: 477,394 shares 477,394 $23.9M 0.06% +116,248 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: 301,380 shares; 2024Q4: 300,620 shares; 2025Q1: 210,157 shares; 2025Q2: 314,862 shares; 2025Q3: 233,324 shares; 2025Q4: 233,127 shares; 2026Q1: 289,520 shares 289,520 $23.7M 0.06% +56,393 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,221 shares; 2024Q4: 270,570 shares; 2025Q1: 278,540 shares; 2025Q2: 304,328 shares; 2025Q3: 313,397 shares; 2025Q4: 341,024 shares; 2026Q1: 400,224 shares 400,224 $23.6M 0.06% +59,200 Timeline PRF 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: 393,290 shares; 2024Q4: 373,325 shares; 2025Q1: 383,913 shares; 2025Q2: 388,865 shares; 2025Q3: 393,408 shares; 2025Q4: 405,867 shares; 2026Q1: 496,355 shares 496,355 $23.6M 0.06% +90,488 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: 551,019 shares; 2024Q4: 650,234 shares; 2025Q1: 671,580 shares; 2025Q2: 687,426 shares; 2025Q3: 908,763 shares; 2025Q4: 1,015,521 shares; 2026Q1: 911,414 shares 911,414 $23.3M 0.06% -104,107 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,972 shares; 2024Q4: 328,785 shares; 2025Q1: 382,266 shares; 2025Q2: 556,286 shares; 2025Q3: 609,655 shares; 2025Q4: 644,900 shares; 2026Q1: 659,235 shares 659,235 $23.3M 0.06% +14,335 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,332 shares; 2024Q4: 234,267 shares; 2025Q1: 278,285 shares; 2025Q2: 299,710 shares; 2025Q3: 347,396 shares; 2025Q4: 359,750 shares; 2026Q1: 351,045 shares 351,045 $23.2M 0.06% -8,705 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,118 shares; 2024Q4: 243,887 shares; 2025Q1: 204,386 shares; 2025Q2: 210,875 shares; 2025Q3: 256,975 shares; 2025Q4: 263,243 shares; 2026Q1: 247,180 shares 247,180 $23.2M 0.06% -16,063 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,007 shares; 2024Q4: 147,869 shares; 2025Q1: 236,636 shares; 2025Q2: 232,708 shares; 2025Q3: 354,445 shares; 2025Q4: 427,732 shares; 2026Q1: 570,199 shares 570,199 $23.1M 0.06% +142,467 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: 198,803 shares; 2024Q4: 212,504 shares; 2025Q1: 243,854 shares; 2025Q2: 253,733 shares; 2025Q3: 270,569 shares; 2025Q4: 247,603 shares; 2026Q1: 208,323 shares 208,323 $23.1M 0.06% -39,280 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: 115,645 shares; 2024Q4: 96,853 shares; 2025Q1: 94,982 shares; 2025Q2: 77,343 shares; 2025Q3: 76,403 shares; 2025Q4: 76,212 shares; 2026Q1: 76,194 shares 76,194 $23M 0.06% -18 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: 46,089 shares; 2024Q4: 31,730 shares; 2025Q1: 27,581 shares; 2025Q2: 27,377 shares; 2025Q3: 27,554 shares; 2025Q4: 33,836 shares; 2026Q1: 37,048 shares 37,048 $22.9M 0.06% +3,212 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: 394,500 shares; 2024Q4: 459,677 shares; 2025Q1: 802,414 shares; 2025Q2: 923,717 shares; 2025Q3: 980,597 shares; 2025Q4: 1,094,570 shares; 2026Q1: 1,149,254 shares 1,149,254 $22.6M 0.06% +54,684 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: 4,492 shares; 2024Q4: 15,423 shares; 2025Q1: 30,022 shares; 2025Q2: 50,283 shares; 2025Q3: 106,869 shares; 2025Q4: 151,938 shares; 2026Q1: 169,319 shares 169,319 $22.6M 0.06% +17,381 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,186 shares; 2024Q4: 585,883 shares; 2025Q1: 559,360 shares; 2025Q2: 597,667 shares; 2025Q3: 625,686 shares; 2025Q4: 717,410 shares; 2026Q1: 775,194 shares 775,194 $22.5M 0.06% +57,784 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: 111,108 shares; 2024Q4: 94,335 shares; 2025Q1: 128,788 shares; 2025Q2: 141,817 shares; 2025Q3: 136,053 shares; 2025Q4: 141,257 shares; 2026Q1: 137,340 shares 137,340 $22.5M 0.06% -3,917 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: 298,961 shares; 2024Q4: 304,684 shares; 2025Q1: 252,154 shares; 2025Q2: 268,792 shares; 2025Q3: 262,969 shares; 2025Q4: 267,364 shares; 2026Q1: 251,131 shares 251,131 $22.5M 0.06% -16,233 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,162 shares; 2024Q4: 331,381 shares; 2025Q1: 308,550 shares; 2025Q2: 397,918 shares; 2025Q3: 542,338 shares; 2025Q4: 455,284 shares; 2026Q1: 444,380 shares 444,380 $22.5M 0.06% -10,904 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,758 shares; 2024Q4: 281,703 shares; 2025Q1: 270,614 shares; 2025Q2: 275,117 shares; 2025Q3: 247,951 shares; 2025Q4: 251,105 shares; 2026Q1: 243,921 shares 243,921 $22.2M 0.06% -7,184 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,005 shares; 2024Q4: 251,130 shares; 2025Q1: 502,179 shares; 2025Q2: 768,888 shares; 2025Q3: 854,158 shares; 2025Q4: 1,224,354 shares; 2026Q1: 1,089,335 shares 1,089,335 $22.2M 0.06% -135,019 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: 158,461 shares; 2024Q4: 115,867 shares; 2025Q1: 105,873 shares; 2025Q2: 104,956 shares; 2025Q3: 117,680 shares; 2025Q4: 119,941 shares; 2026Q1: 111,621 shares 111,621 $22.1M 0.06% -8,320 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,831 shares; 2024Q4: 304,852 shares; 2025Q1: 489,411 shares; 2025Q2: 251,529 shares; 2025Q3: 245,572 shares; 2025Q4: 433,117 shares; 2026Q1: 432,829 shares 432,829 $22.1M 0.06% -288 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: 27,255 shares; 2025Q2: 451,729 shares; 2025Q3: 483,956 shares; 2025Q4: 537,699 shares; 2026Q1: 604,706 shares 604,706 $21.9M 0.06% +67,007 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,666 shares; 2024Q4: 253,707 shares; 2025Q1: 283,091 shares; 2025Q2: 292,029 shares; 2025Q3: 301,900 shares; 2025Q4: 210,157 shares; 2026Q1: 211,610 shares 211,610 $21.6M 0.06% +1,453 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,663 shares; 2024Q4: 129,484 shares; 2025Q1: 152,407 shares; 2025Q2: 160,347 shares; 2025Q3: 159,351 shares; 2025Q4: 159,286 shares; 2026Q1: 164,910 shares 164,910 $21.6M 0.06% +5,624 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,381 shares; 2024Q4: 108,109 shares; 2025Q1: 136,856 shares; 2025Q2: 160,810 shares; 2025Q3: 139,239 shares; 2025Q4: 160,667 shares; 2026Q1: 67,597 shares 67,597 $21.5M 0.06% -93,070 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: 521,664 shares; 2024Q4: 533,508 shares; 2025Q1: 470,454 shares; 2025Q2: 457,527 shares; 2025Q3: 481,304 shares; 2025Q4: 466,953 shares; 2026Q1: 450,465 shares 450,465 $21.5M 0.06% -16,488 Timeline YNOT HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806,874 shares 806,874 $21.4M 0.06% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,514 shares; 2024Q4: 319,376 shares; 2025Q1: 309,600 shares; 2025Q2: 419,885 shares; 2025Q3: 462,325 shares; 2025Q4: 495,769 shares; 2026Q1: 549,642 shares 549,642 $21.4M 0.06% +53,873 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: 1,458,778 shares; 2024Q4: 1,425,555 shares; 2025Q1: 1,175,031 shares; 2025Q2: 1,179,285 shares; 2025Q3: 1,218,518 shares; 2025Q4: 1,175,615 shares; 2026Q1: 1,205,823 shares 1,205,823 $21.4M 0.06% +30,208 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,205 shares; 2024Q4: 39,508 shares; 2025Q1: 66,508 shares; 2025Q2: 115,004 shares; 2025Q3: 201,936 shares; 2025Q4: 270,602 shares; 2026Q1: 462,969 shares 462,969 $21.3M 0.05% +192,367 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: 239,825 shares; 2024Q4: 267,665 shares; 2025Q1: 330,545 shares; 2025Q2: 319,566 shares; 2025Q3: 362,275 shares; 2025Q4: 377,415 shares; 2026Q1: 295,487 shares 295,487 $21.3M 0.05% -81,928 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,146 shares; 2024Q4: 222,219 shares; 2025Q1: 232,792 shares; 2025Q2: 378,691 shares; 2025Q3: 422,043 shares; 2025Q4: 484,873 shares; 2026Q1: 371,956 shares 371,956 $21.1M 0.05% -112,917 Timeline QTEC 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: 98,685 shares; 2024Q4: 90,643 shares; 2025Q1: 88,201 shares; 2025Q2: 91,206 shares; 2025Q3: 96,250 shares; 2025Q4: 95,802 shares; 2026Q1: 97,777 shares 97,777 $21.1M 0.05% +1,975 Timeline EQWL 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: 103,932 shares; 2024Q4: 110,712 shares; 2025Q1: 115,638 shares; 2025Q2: 148,689 shares; 2025Q3: 158,361 shares; 2025Q4: 172,874 shares; 2026Q1: 182,746 shares 182,746 $21.1M 0.05% +9,872 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,518 shares; 2024Q4: 288,887 shares; 2025Q1: 190,206 shares; 2025Q2: 203,668 shares; 2025Q3: 236,355 shares; 2025Q4: 273,758 shares; 2026Q1: 296,747 shares 296,747 $21M 0.05% +22,989 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: 220,093 shares; 2024Q4: 213,998 shares; 2025Q1: 209,215 shares; 2025Q2: 197,306 shares; 2025Q3: 203,209 shares; 2025Q4: 231,433 shares; 2026Q1: 219,808 shares 219,808 $21M 0.05% -11,625 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: 33,418 shares; 2024Q4: 37,463 shares; 2025Q1: 38,154 shares; 2025Q2: 41,392 shares; 2025Q3: 42,352 shares; 2025Q4: 39,872 shares; 2026Q1: 42,745 shares 42,745 $21M 0.05% +2,873 Timeline QQEW 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: 108,016 shares; 2024Q4: 66,926 shares; 2025Q1: 72,710 shares; 2025Q2: 121,693 shares; 2025Q3: 164,673 shares; 2025Q4: 177,089 shares; 2026Q1: 165,111 shares 165,111 $21M 0.05% -11,978 Timeline VFLO 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: 143,158 shares; 2024Q4: 311,105 shares; 2025Q1: 871,784 shares; 2025Q2: 1,118,911 shares; 2025Q3: 844,587 shares; 2025Q4: 896,153 shares; 2026Q1: 529,732 shares 529,732 $20.9M 0.05% -366,421 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,074 shares; 2024Q4: 189,776 shares; 2025Q1: 183,767 shares; 2025Q2: 191,059 shares; 2025Q3: 215,503 shares; 2025Q4: 181,879 shares; 2026Q1: 176,075 shares 176,075 $20.9M 0.05% -5,804 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,882 shares; 2024Q4: 67,841 shares; 2025Q1: 172,154 shares; 2025Q2: 216,414 shares; 2025Q3: 233,239 shares; 2025Q4: 214,778 shares; 2026Q1: 220,375 shares 220,375 $20.9M 0.05% +5,597 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,995 shares; 2024Q4: 490,188 shares; 2025Q1: 468,325 shares; 2025Q2: 476,260 shares; 2025Q3: 481,685 shares; 2025Q4: 471,588 shares; 2026Q1: 456,632 shares 456,632 $20.8M 0.05% -14,956 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,393 shares; 2024Q4: 485,385 shares; 2025Q1: 562,639 shares; 2025Q2: 582,536 shares; 2025Q3: 562,450 shares; 2025Q4: 576,405 shares; 2026Q1: 722,567 shares 722,567 $20.7M 0.05% +146,162 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,481 shares; 2024Q4: 125,513 shares; 2025Q1: 127,472 shares; 2025Q2: 126,428 shares; 2025Q3: 126,177 shares; 2025Q4: 123,432 shares; 2026Q1: 128,885 shares 128,885 $20.7M 0.05% +5,453 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,397 shares; 2025Q1: 19,171 shares; 2025Q2: 19,688 shares; 2025Q3: 21,798 shares; 2025Q4: 22,259 shares; 2026Q1: 21,465 shares 21,465 $20.6M 0.05% -794 Timeline MGC 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: 81,015 shares; 2024Q4: 80,743 shares; 2025Q1: 76,701 shares; 2025Q2: 85,992 shares; 2025Q3: 77,568 shares; 2025Q4: 84,647 shares; 2026Q1: 87,330 shares 87,330 $20.6M 0.05% +2,683 Timeline XSMO 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: 141,249 shares; 2024Q4: 143,087 shares; 2025Q1: 80,194 shares; 2025Q2: 197,258 shares; 2025Q3: 212,207 shares; 2025Q4: 184,890 shares; 2026Q1: 271,285 shares 271,285 $20.6M 0.05% +86,395 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,898 shares; 2024Q4: 54,543 shares; 2025Q1: 53,980 shares; 2025Q2: 54,909 shares; 2025Q3: 61,718 shares; 2025Q4: 60,117 shares; 2026Q1: 61,983 shares 61,983 $20.2M 0.05% +1,866 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819,187 shares; 2024Q4: 865,377 shares; 2025Q1: 845,466 shares; 2025Q2: 982,091 shares; 2025Q3: 1,091,765 shares; 2025Q4: 1,100,729 shares; 2026Q1: 1,179,092 shares 1,179,092 $20.2M 0.05% +78,363 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: 150,081 shares; 2024Q4: 135,708 shares; 2025Q1: 123,323 shares; 2025Q2: 116,111 shares; 2025Q3: 107,849 shares; 2025Q4: 105,338 shares; 2026Q1: 109,447 shares 109,447 $20.2M 0.05% +4,109 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319,230 shares; 2025Q1: 331,541 shares; 2025Q2: 365,089 shares; 2025Q3: 445,337 shares; 2025Q4: 512,312 shares; 2026Q1: 605,396 shares 605,396 $20M 0.05% +93,084 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913,441 shares; 2024Q4: 884,076 shares; 2025Q1: 874,788 shares; 2025Q2: 851,115 shares; 2025Q3: 863,300 shares; 2025Q4: 903,059 shares; 2026Q1: 901,681 shares 901,681 $20M 0.05% -1,378 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: 135,868 shares; 2024Q4: 152,243 shares; 2025Q1: 190,773 shares; 2025Q2: 162,846 shares; 2025Q3: 161,843 shares; 2025Q4: 140,321 shares; 2026Q1: 143,588 shares 143,588 $20M 0.05% +3,267 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: 342,474 shares; 2024Q4: 361,175 shares; 2025Q1: 371,982 shares; 2025Q2: 367,463 shares; 2025Q3: 378,424 shares; 2025Q4: 366,524 shares; 2026Q1: 367,900 shares 367,900 $19.9M 0.05% +1,376 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: 144,684 shares; 2024Q4: 143,254 shares; 2025Q1: 158,492 shares; 2025Q2: 180,139 shares; 2025Q3: 180,910 shares; 2025Q4: 184,202 shares; 2026Q1: 174,996 shares 174,996 $19.8M 0.05% -9,206 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,862 shares; 2024Q4: 327,595 shares; 2025Q1: 378,906 shares; 2025Q2: 550,661 shares; 2025Q3: 609,990 shares; 2025Q4: 461,246 shares; 2026Q1: 528,425 shares 528,425 $19.8M 0.05% +67,179 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,774 shares; 2024Q4: 32,309 shares; 2025Q1: 33,987 shares; 2025Q2: 35,004 shares; 2025Q3: 36,318 shares; 2025Q4: 36,022 shares; 2026Q1: 36,455 shares 36,455 $19.6M 0.05% +433 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918,803 shares; 2024Q4: 5,854,201 shares; 2025Q1: 5,999,927 shares; 2025Q2: 4,412,418 shares; 2025Q3: 4,576,534 shares; 2025Q4: 4,241,218 shares; 2026Q1: 3,810,812 shares 3,810,812 $19.4M 0.05% -430,406 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: 187,228 shares; 2024Q4: 151,661 shares; 2025Q1: 176,438 shares; 2025Q2: 179,805 shares; 2025Q3: 201,945 shares; 2025Q4: 211,772 shares; 2026Q1: 224,017 shares 224,017 $19.4M 0.05% +12,245 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: 19,835 shares; 2024Q4: 20,242 shares; 2025Q1: 20,361 shares; 2025Q2: 25,074 shares; 2025Q3: 27,718 shares; 2025Q4: 28,722 shares; 2026Q1: 28,432 shares 28,432 $19.4M 0.05% -290 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,441 shares; 2024Q4: 402,679 shares; 2025Q1: 511,165 shares; 2025Q2: 496,336 shares; 2025Q3: 503,649 shares; 2025Q4: 506,130 shares; 2026Q1: 387,986 shares 387,986 $19.3M 0.05% -118,144 Timeline FDN 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: 85,889 shares; 2024Q4: 92,361 shares; 2025Q1: 94,611 shares; 2025Q2: 97,289 shares; 2025Q3: 108,543 shares; 2025Q4: 94,159 shares; 2026Q1: 82,284 shares 82,284 $19.3M 0.05% -11,875 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: 160,490 shares; 2024Q4: 150,585 shares; 2025Q1: 168,409 shares; 2025Q2: 148,555 shares; 2025Q3: 146,487 shares; 2025Q4: 143,374 shares; 2026Q1: 131,935 shares 131,935 $19.2M 0.05% -11,439 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: 29,317 shares; 2024Q4: 31,267 shares; 2025Q1: 32,747 shares; 2025Q2: 39,701 shares; 2025Q3: 39,500 shares; 2025Q4: 42,136 shares; 2026Q1: 41,117 shares 41,117 $19M 0.05% -1,019 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: 46,017 shares; 2024Q4: 52,244 shares; 2025Q1: 49,692 shares; 2025Q2: 50,592 shares; 2025Q3: 53,713 shares; 2025Q4: 54,468 shares; 2026Q1: 54,664 shares 54,664 $18.9M 0.05% +196 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,356 shares; 2024Q4: 60,848 shares; 2025Q1: 193,260 shares; 2025Q2: 228,977 shares; 2025Q3: 237,625 shares; 2025Q4: 247,000 shares; 2026Q1: 261,713 shares 261,713 $18.9M 0.05% +14,713 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: 21,305 shares; 2024Q4: 19,374 shares; 2025Q1: 23,033 shares; 2025Q2: 19,351 shares; 2025Q3: 21,345 shares; 2025Q4: 22,940 shares; 2026Q1: 21,798 shares 21,798 $18.9M 0.05% -1,142 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: 323,310 shares; 2024Q4: 339,804 shares; 2025Q1: 353,690 shares; 2025Q2: 372,423 shares; 2025Q3: 388,192 shares; 2025Q4: 427,325 shares; 2026Q1: 410,005 shares 410,005 $18.8M 0.05% -17,320 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: 126,107 shares; 2024Q4: 130,107 shares; 2025Q1: 91,221 shares; 2025Q2: 87,740 shares; 2025Q3: 93,641 shares; 2025Q4: 91,500 shares; 2026Q1: 96,641 shares 96,641 $18.8M 0.05% +5,141 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,344 shares; 2024Q4: 429,294 shares; 2025Q1: 414,520 shares; 2025Q2: 442,957 shares; 2025Q3: 466,925 shares; 2025Q4: 530,242 shares; 2026Q1: 414,272 shares 414,272 $18.7M 0.05% -115,970 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: 96,358 shares; 2024Q4: 98,351 shares; 2025Q1: 97,524 shares; 2025Q2: 97,877 shares; 2025Q3: 101,023 shares; 2025Q4: 106,006 shares; 2026Q1: 102,352 shares 102,352 $18.6M 0.05% -3,654 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,678 shares; 2024Q4: 285,285 shares; 2025Q1: 314,401 shares; 2025Q2: 347,364 shares; 2025Q3: 364,023 shares; 2025Q4: 412,358 shares; 2026Q1: 412,451 shares 412,451 $18.6M 0.05% +93 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,650 shares; 2024Q4: 83,443 shares; 2025Q1: 102,204 shares; 2025Q2: 93,312 shares; 2025Q3: 106,039 shares; 2025Q4: 109,166 shares; 2026Q1: 118,113 shares 118,113 $18.6M 0.05% +8,947 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: 26,565 shares; 2024Q4: 27,294 shares; 2025Q1: 21,604 shares; 2025Q2: 22,042 shares; 2025Q3: 24,709 shares; 2025Q4: 28,344 shares; 2026Q1: 33,672 shares 33,672 $18.5M 0.05% +5,328 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: 531,651 shares; 2024Q4: 502,488 shares; 2025Q1: 582,712 shares; 2025Q2: 577,668 shares; 2025Q3: 502,148 shares; 2025Q4: 517,289 shares; 2026Q1: 548,053 shares 548,053 $18.4M 0.05% +30,764 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: 49,775 shares; 2024Q4: 57,493 shares; 2025Q1: 49,450 shares; 2025Q2: 48,893 shares; 2025Q3: 92,895 shares; 2025Q4: 130,664 shares; 2026Q1: 158,316 shares 158,316 $18.2M 0.05% +27,652 Timeline DSTL 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: 282,907 shares; 2024Q4: 290,384 shares; 2025Q1: 318,321 shares; 2025Q2: 318,157 shares; 2025Q3: 322,496 shares; 2025Q4: 330,122 shares; 2026Q1: 312,996 shares 312,996 $18.1M 0.05% -17,126 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,497 shares; 2024Q4: 22,287 shares; 2025Q1: 100,834 shares; 2025Q2: 139,197 shares; 2025Q3: 158,103 shares; 2025Q4: 219,067 shares; 2026Q1: 251,475 shares 251,475 $18M 0.05% +32,408 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965,971 shares; 2024Q4: 1,008,411 shares; 2025Q1: 1,076,008 shares; 2025Q2: 1,132,480 shares; 2025Q3: 1,070,899 shares; 2025Q4: 1,051,488 shares; 2026Q1: 999,415 shares 999,415 $18M 0.05% -52,073 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: 143,418 shares; 2024Q4: 158,003 shares; 2025Q1: 153,142 shares; 2025Q2: 195,859 shares; 2025Q3: 209,388 shares; 2025Q4: 194,205 shares; 2026Q1: 173,642 shares 173,642 $18M 0.05% -20,563 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,733 shares; 2024Q4: 522,470 shares; 2025Q1: 521,262 shares; 2025Q2: 535,544 shares; 2025Q3: 505,326 shares; 2025Q4: 510,335 shares; 2026Q1: 380,437 shares 380,437 $17.9M 0.05% -129,898 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: 215,628 shares; 2024Q4: 249,071 shares; 2025Q1: 215,217 shares; 2025Q2: 246,620 shares; 2025Q3: 271,375 shares; 2025Q4: 288,771 shares; 2026Q1: 333,880 shares 333,880 $17.6M 0.05% +45,109 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,043 shares; 2024Q4: 54,451 shares; 2025Q1: 54,881 shares; 2025Q2: 55,890 shares; 2025Q3: 58,068 shares; 2025Q4: 56,167 shares; 2026Q1: 54,656 shares 54,656 $17.5M 0.05% -1,511 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,986 shares; 2024Q4: 91,669 shares; 2025Q1: 92,280 shares; 2025Q2: 95,308 shares; 2025Q3: 90,916 shares; 2025Q4: 87,593 shares; 2026Q1: 84,881 shares 84,881 $17.5M 0.05% -2,712 Timeline VCLT 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: 142,994 shares; 2024Q4: 107,810 shares; 2025Q1: 106,965 shares; 2025Q2: 112,500 shares; 2025Q3: 240,894 shares; 2025Q4: 245,117 shares; 2026Q1: 233,178 shares 233,178 $17.4M 0.04% -11,939 Timeline LGOV 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: 764,801 shares; 2024Q4: 911,128 shares; 2025Q1: 884,945 shares; 2025Q2: 835,275 shares; 2025Q3: 806,492 shares; 2025Q4: 781,716 shares; 2026Q1: 807,356 shares 807,356 $17.4M 0.04% +25,640 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: 73,413 shares; 2024Q4: 68,084 shares; 2025Q1: 69,018 shares; 2025Q2: 64,839 shares; 2025Q3: 68,849 shares; 2025Q4: 72,569 shares; 2026Q1: 71,719 shares 71,719 $17.4M 0.04% -850 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,204 shares; 2024Q4: 512,953 shares; 2025Q1: 522,881 shares; 2025Q2: 488,119 shares; 2025Q3: 475,200 shares; 2025Q4: 468,582 shares; 2026Q1: 479,919 shares 479,919 $17.3M 0.04% +11,337 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,757 shares; 2024Q4: 167,568 shares; 2025Q1: 96,032 shares; 2025Q2: 174,566 shares; 2025Q3: 166,701 shares; 2025Q4: 180,116 shares; 2026Q1: 243,327 shares 243,327 $17.2M 0.04% +63,211 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: 494,495 shares; 2024Q4: 358,944 shares; 2025Q1: 342,217 shares; 2025Q2: 420,775 shares; 2025Q3: 412,621 shares; 2025Q4: 407,789 shares; 2026Q1: 431,982 shares 431,982 $17.2M 0.04% +24,193 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: 67,781 shares; 2024Q4: 61,824 shares; 2025Q1: 66,243 shares; 2025Q2: 63,645 shares; 2025Q3: 74,162 shares; 2025Q4: 73,543 shares; 2026Q1: 82,307 shares 82,307 $17.1M 0.04% +8,764 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,274 shares; 2024Q4: 145,136 shares; 2025Q1: 177,557 shares; 2025Q2: 212,544 shares; 2025Q3: 272,365 shares; 2025Q4: 300,119 shares; 2026Q1: 325,491 shares 325,491 $17.1M 0.04% +25,372 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: 166,683 shares; 2024Q4: 152,740 shares; 2025Q1: 148,224 shares; 2025Q2: 140,596 shares; 2025Q3: 111,199 shares; 2025Q4: 111,979 shares; 2026Q1: 83,816 shares 83,816 $17.1M 0.04% -28,163 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,246 shares; 2024Q4: 628,578 shares; 2025Q1: 611,952 shares; 2025Q2: 650,439 shares; 2025Q3: 600,853 shares; 2025Q4: 415,021 shares; 2026Q1: 414,979 shares 414,979 $17M 0.04% -42 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,691 shares; 2025Q2: 822,291 shares; 2025Q3: 763,826 shares; 2025Q4: 721,098 shares; 2026Q1: 635,133 shares 635,133 $17M 0.04% -85,965 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: 1,578,157 shares; 2024Q4: 1,499,635 shares; 2025Q1: 1,564,674 shares; 2025Q2: 1,552,996 shares; 2025Q3: 1,536,590 shares; 2025Q4: 1,505,592 shares; 2026Q1: 1,473,102 shares 1,473,102 $17M 0.04% -32,490 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957,469 shares; 2024Q4: 1,945,375 shares; 2025Q1: 1,932,278 shares; 2025Q2: 2,078,815 shares; 2025Q3: 1,859,304 shares; 2025Q4: 1,586,949 shares; 2026Q1: 1,668,757 shares 1,668,757 $17M 0.04% +81,808 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,232 shares; 2024Q4: 151,582 shares; 2025Q1: 181,747 shares; 2025Q2: 269,332 shares; 2025Q3: 338,605 shares; 2025Q4: 466,681 shares; 2026Q1: 469,913 shares 469,913 $16.9M 0.04% +3,232 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,949 shares; 2024Q4: 94,001 shares; 2025Q1: 98,554 shares; 2025Q2: 114,882 shares; 2025Q3: 115,542 shares; 2025Q4: 135,107 shares; 2026Q1: 139,387 shares 139,387 $16.9M 0.04% +4,280 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: 1,138,346 shares; 2024Q4: 1,197,506 shares; 2025Q1: 1,284,183 shares; 2025Q2: 1,131,688 shares; 2025Q3: 967,895 shares; 2025Q4: 964,519 shares; 2026Q1: 978,843 shares 978,843 $16.8M 0.04% +14,324 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,132 shares; 2024Q4: 432,361 shares; 2025Q1: 358,481 shares; 2025Q2: 334,383 shares; 2025Q3: 299,774 shares; 2025Q4: 260,296 shares; 2026Q1: 250,050 shares 250,050 $16.8M 0.04% -10,246 Timeline DFSD 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: 64,292 shares; 2024Q4: 71,564 shares; 2025Q1: 80,635 shares; 2025Q2: 90,786 shares; 2025Q3: 98,097 shares; 2025Q4: 149,302 shares; 2026Q1: 347,186 shares 347,186 $16.6M 0.04% +197,884 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 4,626 shares; 2025Q1: 4,071 shares; 2025Q2: 4,075 shares; 2025Q3: 4,291 shares; 2025Q4: 3,706 shares; 2026Q1: 3,941 shares 3,941 $16.6M 0.04% +235 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,947 shares; 2024Q4: 569,174 shares; 2025Q1: 545,834 shares; 2025Q2: 382,892 shares; 2025Q3: 359,886 shares; 2025Q4: 358,333 shares; 2026Q1: 303,848 shares 303,848 $16.6M 0.04% -54,485 Timeline JGLO 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: 346,262 shares; 2024Q4: 343,039 shares; 2025Q1: 382,536 shares; 2025Q2: 380,403 shares; 2025Q3: 273,434 shares; 2025Q4: 253,938 shares; 2026Q1: 252,827 shares 252,827 $16.5M 0.04% -1,111 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,581 shares; 2024Q4: 112,614 shares; 2025Q1: 122,259 shares; 2025Q2: 137,680 shares; 2025Q3: 175,969 shares; 2025Q4: 204,795 shares; 2026Q1: 194,490 shares 194,490 $16.4M 0.04% -10,305 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: 71,913 shares; 2024Q4: 70,413 shares; 2025Q1: 68,421 shares; 2025Q2: 67,432 shares; 2025Q3: 71,133 shares; 2025Q4: 70,010 shares; 2026Q1: 67,101 shares 67,101 $16.4M 0.04% -2,909 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,775 shares; 2024Q4: 90,492 shares; 2025Q1: 109,395 shares; 2025Q2: 103,510 shares; 2025Q3: 72,116 shares; 2025Q4: 82,278 shares; 2026Q1: 138,278 shares 138,278 $16.4M 0.04% +56,000 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: 220,842 shares; 2024Q4: 201,777 shares; 2025Q1: 232,769 shares; 2025Q2: 263,221 shares; 2025Q3: 284,999 shares; 2025Q4: 317,525 shares; 2026Q1: 327,448 shares 327,448 $16.3M 0.04% +9,923 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: 704,087 shares; 2024Q4: 683,449 shares; 2025Q1: 612,929 shares; 2025Q2: 518,576 shares; 2025Q3: 528,544 shares; 2025Q4: 539,761 shares; 2026Q1: 536,356 shares 536,356 $16.3M 0.04% -3,405 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,528 shares; 2024Q4: 514,006 shares; 2025Q1: 548,810 shares; 2025Q2: 465,761 shares; 2025Q3: 496,560 shares; 2025Q4: 532,119 shares; 2026Q1: 637,742 shares 637,742 $16.2M 0.04% +105,623 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: 211,243 shares; 2024Q4: 191,994 shares; 2025Q1: 171,467 shares; 2025Q2: 160,994 shares; 2025Q3: 172,441 shares; 2025Q4: 176,040 shares; 2026Q1: 172,886 shares 172,886 $16.2M 0.04% -3,154 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,807 shares; 2024Q4: 131,983 shares; 2025Q1: 184,416 shares; 2025Q2: 147,411 shares; 2025Q3: 154,500 shares; 2025Q4: 163,074 shares; 2026Q1: 149,910 shares 149,910 $16.2M 0.04% -13,164 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: 309,730 shares; 2024Q4: 435,880 shares; 2025Q1: 1,489,201 shares; 2025Q2: 315,742 shares; 2025Q3: 608,746 shares; 2025Q4: 655,787 shares; 2026Q1: 935,035 shares 935,035 $16.2M 0.04% +279,248 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,183 shares; 2024Q4: 108,695 shares; 2025Q1: 116,522 shares; 2025Q2: 290,122 shares; 2025Q3: 114,534 shares; 2025Q4: 117,549 shares; 2026Q1: 203,743 shares 203,743 $16M 0.04% +86,194 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,257 shares; 2024Q4: 62,967 shares; 2025Q1: 63,547 shares; 2025Q2: 85,618 shares; 2025Q3: 96,187 shares; 2025Q4: 130,820 shares; 2026Q1: 151,561 shares 151,561 $15.9M 0.04% +20,741 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: 263,655 shares; 2024Q4: 279,507 shares; 2025Q1: 290,422 shares; 2025Q2: 285,875 shares; 2025Q3: 315,409 shares; 2025Q4: 249,917 shares; 2026Q1: 256,577 shares 256,577 $15.9M 0.04% +6,660 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: 340,361 shares; 2024Q4: 281,385 shares; 2025Q1: 264,102 shares; 2025Q2: 239,277 shares; 2025Q3: 321,150 shares; 2025Q4: 266,868 shares; 2026Q1: 234,539 shares 234,539 $15.9M 0.04% -32,329 Timeline VIOO 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: 68,992 shares; 2024Q4: 122,873 shares; 2025Q1: 121,183 shares; 2025Q2: 123,346 shares; 2025Q3: 126,198 shares; 2025Q4: 129,617 shares; 2026Q1: 137,808 shares 137,808 $15.8M 0.04% +8,191 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,170 shares; 2024Q4: 281,732 shares; 2025Q1: 295,424 shares; 2025Q2: 299,078 shares; 2025Q3: 312,581 shares; 2025Q4: 335,957 shares; 2026Q1: 455,424 shares 455,424 $15.7M 0.04% +119,467 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: 97,264 shares; 2024Q4: 99,855 shares; 2025Q1: 104,485 shares; 2025Q2: 90,155 shares; 2025Q3: 74,751 shares; 2025Q4: 190,393 shares; 2026Q1: 144,366 shares 144,366 $15.7M 0.04% -46,027 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,608 shares; 2024Q4: 245,189 shares; 2025Q1: 251,757 shares; 2025Q2: 239,968 shares; 2025Q3: 161,668 shares; 2025Q4: 167,535 shares; 2026Q1: 250,961 shares 250,961 $15.7M 0.04% +83,426 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,985 shares; 2024Q4: 237,553 shares; 2025Q1: 250,279 shares; 2025Q2: 257,229 shares; 2025Q3: 243,296 shares; 2025Q4: 234,437 shares; 2026Q1: 235,720 shares 235,720 $15.7M 0.04% +1,283 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,455 shares; 2024Q4: 223,221 shares; 2025Q1: 228,978 shares; 2025Q2: 299,674 shares; 2025Q3: 242,191 shares; 2025Q4: 246,442 shares; 2026Q1: 313,504 shares 313,504 $15.7M 0.04% +67,062 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: 137,606 shares; 2024Q4: 478,622 shares; 2025Q1: 586,530 shares; 2025Q2: 693,618 shares; 2025Q3: 671,158 shares; 2025Q4: 772,039 shares; 2026Q1: 511,304 shares 511,304 $15.6M 0.04% -260,735 Timeline JMUB 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: 38,158 shares; 2024Q4: 50,328 shares; 2025Q1: 53,889 shares; 2025Q2: 101,603 shares; 2025Q3: 158,781 shares; 2025Q4: 327,319 shares; 2026Q1: 310,917 shares 310,917 $15.5M 0.04% -16,402 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,997 shares; 2024Q4: 308,670 shares; 2025Q1: 438,649 shares; 2025Q2: 339,361 shares; 2025Q3: 295,858 shares; 2025Q4: 363,861 shares; 2026Q1: 581,555 shares 581,555 $15.5M 0.04% +217,694 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,890 shares; 2024Q4: 366,754 shares; 2025Q1: 387,870 shares; 2025Q2: 463,904 shares; 2025Q3: 471,884 shares; 2025Q4: 493,636 shares; 2026Q1: 405,902 shares 405,902 $15.5M 0.04% -87,734 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: 215,773 shares; 2024Q4: 200,534 shares; 2025Q1: 195,871 shares; 2025Q2: 205,007 shares; 2025Q3: 203,489 shares; 2025Q4: 213,210 shares; 2026Q1: 215,630 shares 215,630 $15.5M 0.04% +2,420 Timeline QTUM 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: 36,574 shares; 2024Q4: 15,629 shares; 2025Q1: 54,769 shares; 2025Q2: 74,557 shares; 2025Q3: 113,478 shares; 2025Q4: 164,452 shares; 2026Q1: 144,299 shares 144,299 $15.5M 0.04% -20,153 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,830 shares; 2024Q4: 42,251 shares; 2025Q1: 39,587 shares; 2025Q2: 39,183 shares; 2025Q3: 40,530 shares; 2025Q4: 48,105 shares; 2026Q1: 48,117 shares 48,117 $15.3M 0.04% +12 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,024 shares; 2024Q4: 300,843 shares; 2025Q1: 322,732 shares; 2025Q2: 200,291 shares; 2025Q3: 211,805 shares; 2025Q4: 227,740 shares; 2026Q1: 300,472 shares 300,472 $15.2M 0.04% +72,732 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: 21,178 shares; 2024Q4: 19,300 shares; 2025Q1: 18,343 shares; 2025Q2: 18,063 shares; 2025Q3: 18,146 shares; 2025Q4: 18,400 shares; 2026Q1: 20,888 shares 20,888 $15.2M 0.04% +2,488 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,297 shares; 2025Q2: 89,344 shares; 2025Q3: 133,123 shares; 2025Q4: 430,900 shares; 2026Q1: 518,250 shares 518,250 $15.2M 0.04% +87,350 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: 614,410 shares; 2024Q4: 598,024 shares; 2025Q1: 993,312 shares; 2025Q2: 649,420 shares; 2025Q3: 655,149 shares; 2025Q4: 541,555 shares; 2026Q1: 541,972 shares 541,972 $15.2M 0.04% +417 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: 33,827 shares; 2024Q4: 32,217 shares; 2025Q1: 29,301 shares; 2025Q2: 37,853 shares; 2025Q3: 32,276 shares; 2025Q4: 36,384 shares; 2026Q1: 38,620 shares 38,620 $15.1M 0.04% +2,236 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,461 shares; 2024Q4: 184,208 shares; 2025Q1: 189,765 shares; 2025Q2: 196,387 shares; 2025Q3: 197,403 shares; 2025Q4: 228,193 shares; 2026Q1: 257,139 shares 257,139 $15.1M 0.04% +28,946 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: 196,494 shares; 2024Q4: 150,821 shares; 2025Q1: 219,256 shares; 2025Q2: 219,297 shares; 2025Q3: 252,774 shares; 2025Q4: 277,216 shares; 2026Q1: 189,311 shares 189,311 $15.1M 0.04% -87,905 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,255 shares; 2024Q4: 113,017 shares; 2025Q1: 114,015 shares; 2025Q2: 137,618 shares; 2025Q3: 159,331 shares; 2025Q4: 158,151 shares; 2026Q1: 151,711 shares 151,711 $15M 0.04% -6,440 Timeline EDV 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: 147,350 shares; 2024Q4: 102,214 shares; 2025Q1: 49,475 shares; 2025Q2: 49,199 shares; 2025Q3: 55,830 shares; 2025Q4: 237,903 shares; 2026Q1: 231,191 shares 231,191 $15M 0.04% -6,712 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: 35,813 shares; 2025Q4: 60,977 shares; 2026Q1: 458,088 shares 458,088 $15M 0.04% +397,111 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: 16,780 shares; 2024Q4: 14,700 shares; 2025Q1: 14,104 shares; 2025Q2: 15,326 shares; 2025Q3: 16,207 shares; 2025Q4: 14,775 shares; 2026Q1: 16,654 shares 16,654 $14.9M 0.04% +1,879 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: 117,974 shares; 2024Q4: 74,607 shares; 2025Q1: 79,811 shares; 2025Q2: 89,507 shares; 2025Q3: 93,444 shares; 2025Q4: 89,470 shares; 2026Q1: 99,010 shares 99,010 $14.9M 0.04% +9,540 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: 89,091 shares; 2024Q4: 85,862 shares; 2025Q1: 83,479 shares; 2025Q2: 77,782 shares; 2025Q3: 78,995 shares; 2025Q4: 77,086 shares; 2026Q1: 70,845 shares 70,845 $14.7M 0.04% -6,241 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,312 shares; 2024Q4: 132,694 shares; 2025Q1: 135,976 shares; 2025Q2: 202,760 shares; 2025Q3: 209,695 shares; 2025Q4: 252,123 shares; 2026Q1: 173,104 shares 173,104 $14.7M 0.04% -79,019 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,672 shares; 2024Q4: 404,449 shares; 2025Q1: 390,685 shares; 2025Q2: 254,000 shares; 2025Q3: 253,969 shares; 2025Q4: 297,408 shares; 2026Q1: 309,573 shares 309,573 $14.6M 0.04% +12,165 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,707 shares; 2024Q4: 309,580 shares; 2025Q1: 304,328 shares; 2025Q2: 227,926 shares; 2025Q3: 260,211 shares; 2025Q4: 261,304 shares; 2026Q1: 255,789 shares 255,789 $14.6M 0.04% -5,515 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,561 shares; 2024Q4: 110,686 shares; 2025Q1: 111,835 shares; 2025Q2: 100,212 shares; 2025Q3: 100,554 shares; 2025Q4: 110,037 shares; 2026Q1: 115,728 shares 115,728 $14.4M 0.04% +5,691 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,696 shares; 2024Q4: 622,868 shares; 2025Q1: 850,911 shares; 2025Q2: 494,928 shares; 2025Q3: 507,581 shares; 2025Q4: 539,883 shares; 2026Q1: 549,058 shares 549,058 $14.4M 0.04% +9,175 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 36,424 shares; 2025Q1: 34,834 shares; 2025Q2: 133,162 shares; 2025Q3: 198,995 shares; 2025Q4: 207,682 shares; 2026Q1: 352,976 shares 352,976 $14.4M 0.04% +145,294 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,593 shares; 2024Q4: 145,412 shares; 2025Q1: 143,578 shares; 2025Q2: 774,867 shares; 2025Q3: 865,186 shares; 2025Q4: 289,156 shares; 2026Q1: 390,748 shares 390,748 $14.4M 0.04% +101,592 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,993 shares; 2024Q4: 72,933 shares; 2025Q1: 74,073 shares; 2025Q2: 75,208 shares; 2025Q3: 72,619 shares; 2025Q4: 86,829 shares; 2026Q1: 133,885 shares 133,885 $14.4M 0.04% +47,056 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,972 shares; 2024Q4: 98,849 shares; 2025Q1: 77,651 shares; 2025Q2: 104,666 shares; 2025Q3: 81,497 shares; 2025Q4: 107,630 shares; 2026Q1: 141,895 shares 141,895 $14.3M 0.04% +34,265 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,221 shares; 2024Q4: 117,879 shares; 2025Q1: 229,951 shares; 2025Q2: 68,927 shares; 2025Q3: 108,191 shares; 2025Q4: 113,772 shares; 2026Q1: 92,550 shares 92,550 $14.3M 0.04% -21,222 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,270 shares; 2024Q4: 187,490 shares; 2025Q1: 137,774 shares; 2025Q2: 282,818 shares; 2025Q3: 247,803 shares; 2025Q4: 159,050 shares; 2026Q1: 178,005 shares 178,005 $14.2M 0.04% +18,955 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: 67,486 shares; 2024Q4: 67,360 shares; 2025Q1: 69,425 shares; 2025Q2: 71,117 shares; 2025Q3: 62,240 shares; 2025Q4: 61,548 shares; 2026Q1: 57,565 shares 57,565 $14.2M 0.04% -3,983 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775,202 shares; 2024Q4: 1,755,968 shares; 2025Q1: 1,710,419 shares; 2025Q2: 1,657,059 shares; 2025Q3: 1,639,829 shares; 2025Q4: 1,592,054 shares; 2026Q1: 1,784,812 shares 1,784,812 $14.2M 0.04% +192,758 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 42,002 shares; 2025Q1: 41,416 shares; 2025Q2: 46,526 shares; 2025Q3: 47,061 shares; 2025Q4: 49,562 shares; 2026Q1: 48,065 shares 48,065 $14.2M 0.04% -1,497 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 18,064 shares; 2025Q1: 18,490 shares; 2025Q2: 20,573 shares; 2025Q3: 20,444 shares; 2025Q4: 19,779 shares; 2026Q1: 19,479 shares 19,479 $14.2M 0.04% -300 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: 344,252 shares 344,252 $14.1M 0.04% new 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: 42,561 shares; 2024Q4: 42,094 shares; 2025Q1: 41,807 shares; 2025Q2: 43,565 shares; 2025Q3: 45,278 shares; 2025Q4: 53,239 shares; 2026Q1: 54,919 shares 54,919 $14.1M 0.04% +1,680 Timeline JPME 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: 46,276 shares; 2024Q4: 59,993 shares; 2025Q1: 86,439 shares; 2025Q2: 93,781 shares; 2025Q3: 111,752 shares; 2025Q4: 123,107 shares; 2026Q1: 123,160 shares 123,160 $14.1M 0.04% +53 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,740 shares; 2024Q4: 279,859 shares; 2025Q1: 241,798 shares; 2025Q2: 270,895 shares; 2025Q3: 356,825 shares; 2025Q4: 551,150 shares; 2026Q1: 453,952 shares 453,952 $14.1M 0.04% -97,198 Timeline BUFS 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: 93,969 shares; 2024Q4: 72,787 shares; 2025Q1: 198,953 shares; 2025Q2: 288,893 shares; 2025Q3: 324,373 shares; 2025Q4: 335,341 shares; 2026Q1: 608,836 shares 608,836 $14M 0.04% +273,495 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 28,145 shares; 2025Q1: 31,429 shares; 2025Q2: 34,649 shares; 2025Q3: 37,664 shares; 2025Q4: 35,959 shares; 2026Q1: 34,432 shares 34,432 $14M 0.04% -1,527 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 39,422 shares; 2025Q1: 39,877 shares; 2025Q2: 42,302 shares; 2025Q3: 42,584 shares; 2025Q4: 42,262 shares; 2026Q1: 94,980 shares 94,980 $14M 0.04% +52,718 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,407 shares; 2025Q1: 132,265 shares; 2025Q2: 232,529 shares; 2025Q3: 283,497 shares; 2025Q4: 327,671 shares; 2026Q1: 362,102 shares 362,102 $14M 0.04% +34,431 Timeline PKW 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: 44,621 shares; 2024Q4: 44,209 shares; 2025Q1: 43,888 shares; 2025Q2: 68,399 shares; 2025Q3: 73,905 shares; 2025Q4: 83,315 shares; 2026Q1: 106,056 shares 106,056 $13.9M 0.04% +22,741 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: 44,200 shares; 2024Q4: 47,665 shares; 2025Q1: 69,958 shares; 2025Q2: 71,975 shares; 2025Q3: 95,180 shares; 2025Q4: 97,532 shares; 2026Q1: 110,142 shares 110,142 $13.9M 0.04% +12,610 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: 172,365 shares; 2024Q4: 180,227 shares; 2025Q1: 183,505 shares; 2025Q2: 180,843 shares; 2025Q3: 198,212 shares; 2025Q4: 200,731 shares; 2026Q1: 214,506 shares 214,506 $13.8M 0.04% +13,775 Timeline ICOW 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: 176,908 shares; 2024Q4: 124,176 shares; 2025Q1: 99,234 shares; 2025Q2: 201,322 shares; 2025Q3: 276,657 shares; 2025Q4: 289,296 shares; 2026Q1: 324,407 shares 324,407 $13.8M 0.04% +35,111 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,163 shares; 2024Q4: 326,299 shares; 2025Q1: 375,676 shares; 2025Q2: 302,856 shares; 2025Q3: 354,597 shares; 2025Q4: 382,594 shares; 2026Q1: 340,729 shares 340,729 $13.7M 0.04% -41,865 Timeline JMBS 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: 272,379 shares; 2024Q4: 270,281 shares; 2025Q1: 272,775 shares; 2025Q2: 301,929 shares; 2025Q3: 314,294 shares; 2025Q4: 324,417 shares; 2026Q1: 302,480 shares 302,480 $13.7M 0.04% -21,937 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,716 shares; 2024Q4: 37,925 shares; 2025Q1: 36,922 shares; 2025Q2: 36,263 shares; 2025Q3: 36,626 shares; 2025Q4: 43,241 shares; 2026Q1: 41,723 shares 41,723 $13.6M 0.04% -1,518 Timeline