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: 3,531,095 shares; 2024Q4: 3,540,572 shares; 2025Q1: 3,692,715 shares; 2025Q2: 3,772,865 shares; 2025Q3: 3,838,024 shares; 2025Q4: 3,816,895 shares; 2026Q1: 3,975,707 shares 3,975,707 $304M 8% +158,812 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: 1,902,729 shares; 2024Q4: 1,970,788 shares; 2025Q1: 2,217,830 shares; 2025Q2: 2,440,985 shares; 2025Q3: 2,785,650 shares; 2025Q4: 2,886,258 shares; 2026Q1: 3,152,490 shares 3,152,490 $144M 3.78% +266,232 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: 210,626 shares; 2024Q4: 216,289 shares; 2025Q1: 223,051 shares; 2025Q2: 205,354 shares; 2025Q3: 211,654 shares; 2025Q4: 203,887 shares; 2026Q1: 185,934 shares 185,934 $121M 3.19% -17,953 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: 1,227,512 shares; 2024Q4: 1,265,413 shares; 2025Q1: 1,358,162 shares; 2025Q2: 1,243,140 shares; 2025Q3: 1,267,347 shares; 2025Q4: 1,266,698 shares; 2026Q1: 1,322,097 shares 1,322,097 $120M 3.15% +55,399 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,601 shares; 2024Q4: 431,763 shares; 2025Q1: 1,470,221 shares; 2025Q2: 1,431,982 shares; 2025Q3: 1,721,784 shares; 2025Q4: 1,713,954 shares; 2026Q1: 2,520,753 shares 2,520,753 $84.5M 2.22% +806,799 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 300 shares; 2025Q4: 1,491 shares; 2026Q1: 695,950 shares 695,950 $80M 2.1% +694,459 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: 565,009 shares; 2024Q4: 619,148 shares; 2025Q1: 1,100,599 shares; 2025Q2: 1,250,002 shares; 2025Q3: 1,387,594 shares; 2025Q4: 1,446,055 shares; 2026Q1: 1,552,515 shares 1,552,515 $73.1M 1.92% +106,460 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: 936,587 shares; 2024Q4: 953,845 shares; 2025Q1: 906,484 shares; 2025Q2: 976,670 shares; 2025Q3: 1,008,374 shares; 2025Q4: 1,023,321 shares; 2026Q1: 1,040,370 shares 1,040,370 $72.6M 1.91% +17,049 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159,214 shares; 2024Q4: 2,195,217 shares; 2025Q1: 2,485,292 shares; 2025Q2: 2,516,422 shares; 2025Q3: 2,717,011 shares; 2025Q4: 2,733,805 shares; 2026Q1: 2,970,151 shares 2,970,151 $71.6M 1.88% +236,346 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: not reported; 2024Q4: 838 shares; 2025Q1: 1,886,630 shares; 2025Q2: 1,760,733 shares; 2025Q3: 1,797,575 shares; 2025Q4: 1,803,707 shares; 2026Q1: 1,839,476 shares 1,839,476 $66.2M 1.74% +35,769 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,944 shares; 2024Q4: 38,646 shares; 2025Q1: 617,457 shares; 2025Q2: 1,335,749 shares; 2025Q3: 1,412,767 shares; 2025Q4: 1,436,571 shares; 2026Q1: 1,600,542 shares 1,600,542 $63.7M 1.67% +163,971 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: 226,702 shares; 2024Q4: 501,168 shares; 2025Q1: 556,205 shares; 2025Q2: 540,412 shares; 2025Q3: 593,493 shares; 2025Q4: 713,555 shares; 2026Q1: 760,204 shares 760,204 $59.6M 1.57% +46,649 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: 1,956,771 shares; 2024Q4: 1,984,963 shares; 2025Q1: 2,151,545 shares; 2025Q2: 2,222,540 shares; 2025Q3: 2,299,700 shares; 2025Q4: 2,346,579 shares; 2026Q1: 2,383,246 shares 2,383,246 $55.6M 1.46% +36,667 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: 203,221 shares; 2024Q4: 203,564 shares; 2025Q1: 197,230 shares; 2025Q2: 196,885 shares; 2025Q3: 202,071 shares; 2025Q4: 203,373 shares; 2026Q1: 199,681 shares 199,681 $50.7M 1.33% -3,692 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,263 shares; 2025Q1: 250,997 shares; 2025Q2: 537,908 shares; 2025Q3: 821,675 shares; 2025Q4: 937,476 shares; 2026Q1: 1,090,336 shares 1,090,336 $50.6M 1.33% +152,860 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: 110,988 shares; 2024Q4: 115,631 shares; 2025Q1: 120,108 shares; 2025Q2: 122,518 shares; 2025Q3: 125,000 shares; 2025Q4: 125,079 shares; 2026Q1: 122,592 shares 122,592 $45.4M 1.19% -2,487 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: 359,945 shares; 2024Q4: 354,402 shares; 2025Q1: 335,828 shares; 2025Q2: 336,843 shares; 2025Q3: 341,349 shares; 2025Q4: 333,736 shares; 2026Q1: 285,740 shares 285,740 $40.7M 1.07% -47,996 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: 527,667 shares; 2024Q4: 615,638 shares; 2025Q1: 516,986 shares; 2025Q2: 590,876 shares; 2025Q3: 612,794 shares; 2025Q4: 626,173 shares; 2026Q1: 682,304 shares 682,304 $34.1M 0.9% +56,131 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: 186,924 shares; 2024Q4: 187,389 shares; 2025Q1: 198,512 shares; 2025Q2: 259,097 shares; 2025Q3: 266,579 shares; 2025Q4: 280,059 shares; 2026Q1: 294,526 shares 294,526 $33.4M 0.88% +14,467 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: 224,078 shares; 2024Q4: 225,002 shares; 2025Q1: 249,359 shares; 2025Q2: 403,000 shares; 2025Q3: 402,716 shares; 2025Q4: 414,179 shares; 2026Q1: 459,104 shares 459,104 $32.2M 0.85% +44,925 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 814,633 shares; 2026Q1: 841,857 shares 841,857 $32M 0.84% +27,224 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: 128,462 shares; 2024Q4: 136,539 shares; 2025Q1: 155,754 shares; 2025Q2: 423,669 shares; 2025Q3: 494,576 shares; 2025Q4: 641,081 shares; 2026Q1: 532,076 shares 532,076 $31M 0.81% -109,005 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: 36,765 shares; 2024Q4: 36,552 shares; 2025Q1: 37,009 shares; 2025Q2: 37,802 shares; 2025Q3: 37,453 shares; 2025Q4: 37,048 shares; 2026Q1: 35,482 shares 35,482 $30M 0.79% -1,566 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: 248,340 shares; 2024Q4: 237,484 shares; 2025Q1: 239,725 shares; 2025Q2: 235,069 shares; 2025Q3: 238,331 shares; 2025Q4: 240,153 shares; 2026Q1: 232,602 shares 232,602 $28.9M 0.76% -7,551 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: 138,168 shares; 2024Q4: 141,443 shares; 2025Q1: 147,133 shares; 2025Q2: 151,798 shares; 2025Q3: 154,124 shares; 2025Q4: 152,156 shares; 2026Q1: 143,812 shares 143,812 $27.7M 0.73% -8,344 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: 222,604 shares; 2024Q4: 226,428 shares; 2025Q1: 231,071 shares; 2025Q2: 241,169 shares; 2025Q3: 241,542 shares; 2025Q4: 241,762 shares; 2026Q1: 234,081 shares 234,081 $26.6M 0.7% -7,681 Timeline USTB 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 562,924 shares; 2025Q4: 562,631 shares; 2026Q1: 516,536 shares 516,536 $26.1M 0.69% -46,095 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,333 shares; 2025Q1: 116,898 shares; 2025Q2: 316,828 shares; 2025Q3: 362,196 shares; 2025Q4: 432,799 shares; 2026Q1: 958,464 shares 958,464 $26M 0.68% +525,665 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 19,163 shares; 2025Q2: 107,012 shares; 2025Q3: 534,105 shares; 2025Q4: 675,557 shares; 2026Q1: 864,447 shares 864,447 $25.7M 0.68% +188,890 Timeline RLY 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: 1,123,774 shares; 2024Q4: 1,120,029 shares; 2025Q1: 646,187 shares; 2025Q2: 660,306 shares; 2025Q3: 667,744 shares; 2025Q4: 706,302 shares; 2026Q1: 696,907 shares 696,907 $25.2M 0.66% -9,395 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: 37,487 shares; 2024Q4: 59,558 shares; 2025Q1: 63,627 shares; 2025Q2: 62,225 shares; 2025Q3: 92,647 shares; 2025Q4: 89,678 shares; 2026Q1: 85,506 shares 85,506 $24.6M 0.65% -4,172 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: 98,681 shares; 2024Q4: 87,925 shares; 2025Q1: 89,346 shares; 2025Q2: 91,643 shares; 2025Q3: 67,457 shares; 2025Q4: 75,449 shares; 2026Q1: 76,322 shares 76,322 $23.6M 0.62% +873 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: 40,569 shares; 2024Q4: 82,672 shares; 2025Q1: 195,935 shares; 2025Q2: 300,369 shares; 2025Q3: 367,252 shares; 2025Q4: 415,343 shares; 2026Q1: 455,846 shares 455,846 $22.8M 0.6% +40,503 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,227 shares; 2024Q4: 198,001 shares; 2025Q1: 399,284 shares; 2025Q2: 396,971 shares; 2025Q3: 404,832 shares; 2025Q4: 424,168 shares; 2026Q1: 429,414 shares 429,414 $22.4M 0.59% +5,246 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: 144,650 shares; 2024Q4: 131,870 shares; 2025Q1: 148,195 shares; 2025Q2: 152,537 shares; 2025Q3: 214,757 shares; 2025Q4: 228,240 shares; 2026Q1: 226,732 shares 226,732 $22.2M 0.58% -1,508 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,299 shares; 2024Q4: 160,337 shares; 2025Q1: 165,278 shares; 2025Q2: 171,994 shares; 2025Q3: 175,251 shares; 2025Q4: 175,715 shares; 2026Q1: 167,413 shares 167,413 $21.9M 0.58% -8,302 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: 119,547 shares; 2024Q4: 124,882 shares; 2025Q1: 134,622 shares; 2025Q2: 144,910 shares; 2025Q3: 155,330 shares; 2025Q4: 163,155 shares; 2026Q1: 166,230 shares 166,230 $21.9M 0.58% +3,075 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: 55,356 shares; 2024Q4: 56,840 shares; 2025Q1: 69,579 shares; 2025Q2: 74,274 shares; 2025Q3: 80,116 shares; 2025Q4: 103,353 shares; 2026Q1: 103,218 shares 103,218 $21.8M 0.57% -135 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: 399,282 shares; 2024Q4: 381,040 shares; 2025Q1: 415,214 shares; 2025Q2: 426,077 shares; 2025Q3: 401,785 shares; 2025Q4: 390,480 shares; 2026Q1: 462,872 shares 462,872 $21.4M 0.56% +72,392 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,511 shares; 2026Q1: 331,017 shares 331,017 $21.2M 0.56% +172,506 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: 114,451 shares; 2024Q4: 115,355 shares; 2025Q1: 118,081 shares; 2025Q2: 123,803 shares; 2025Q3: 126,721 shares; 2025Q4: 126,000 shares; 2026Q1: 122,651 shares 122,651 $20.2M 0.53% -3,349 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: 2,788 shares; 2024Q4: 54,927 shares; 2025Q1: 166,503 shares; 2025Q2: 283,811 shares; 2025Q3: 344,621 shares; 2025Q4: 358,539 shares; 2026Q1: 364,862 shares 364,862 $19.3M 0.51% +6,323 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: 90,219 shares; 2024Q4: 87,604 shares; 2025Q1: 92,827 shares; 2025Q2: 95,420 shares; 2025Q3: 95,304 shares; 2025Q4: 94,158 shares; 2026Q1: 91,890 shares 91,890 $19.1M 0.5% -2,268 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: 121,128 shares; 2024Q4: 125,357 shares; 2025Q1: 130,432 shares; 2025Q2: 136,529 shares; 2025Q3: 144,142 shares; 2025Q4: 147,244 shares; 2026Q1: 144,942 shares 144,942 $19M 0.5% -2,302 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: 30,374 shares; 2024Q4: 27,823 shares; 2025Q1: 32,775 shares; 2025Q2: 33,324 shares; 2025Q3: 38,314 shares; 2025Q4: 38,888 shares; 2026Q1: 42,813 shares 42,813 $18.7M 0.49% +3,925 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: 42,702 shares; 2024Q4: 44,510 shares; 2025Q1: 47,810 shares; 2025Q2: 51,471 shares; 2025Q3: 54,399 shares; 2025Q4: 56,092 shares; 2026Q1: 53,886 shares 53,886 $18.6M 0.49% -2,206 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: 54,906 shares; 2024Q4: 51,128 shares; 2025Q1: 57,565 shares; 2025Q2: 59,049 shares; 2025Q3: 70,618 shares; 2025Q4: 83,371 shares; 2026Q1: 90,013 shares 90,013 $17.7M 0.46% +6,642 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,039 shares; 2024Q4: 34,352 shares; 2025Q1: 35,429 shares; 2025Q2: 37,502 shares; 2025Q3: 38,853 shares; 2025Q4: 39,882 shares; 2026Q1: 40,144 shares 40,144 $17.4M 0.46% +262 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: 47,544 shares; 2024Q4: 48,741 shares; 2025Q1: 50,010 shares; 2025Q2: 51,978 shares; 2025Q3: 54,310 shares; 2025Q4: 55,811 shares; 2026Q1: 56,008 shares 56,008 $16.9M 0.44% +197 Timeline PHYL 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: not reported; 2024Q4: not reported; 2025Q1: 3,773 shares; 2025Q2: 28,295 shares; 2025Q3: 209,742 shares; 2025Q4: 351,208 shares; 2026Q1: 487,663 shares 487,663 $16.9M 0.44% +136,455 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: 1,011 shares; 2024Q4: 29,030 shares; 2025Q1: 136,159 shares; 2025Q2: 231,454 shares; 2025Q3: 286,260 shares; 2025Q4: 308,969 shares; 2026Q1: 407,450 shares 407,450 $16.4M 0.43% +98,481 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: 82,876 shares; 2024Q4: 85,091 shares; 2025Q1: 88,775 shares; 2025Q2: 95,414 shares; 2025Q3: 103,352 shares; 2025Q4: 108,191 shares; 2026Q1: 112,758 shares 112,758 $16.3M 0.43% +4,567 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: 132,480 shares; 2024Q4: 131,550 shares; 2025Q1: 150,994 shares; 2025Q2: 191,668 shares; 2025Q3: 322,450 shares; 2025Q4: 334,630 shares; 2026Q1: 346,383 shares 346,383 $16.3M 0.43% +11,753 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: 10,567 shares; 2024Q4: 54,550 shares; 2025Q1: 152,569 shares; 2025Q2: 283,743 shares; 2025Q3: 360,040 shares; 2025Q4: 391,792 shares; 2026Q1: 455,037 shares 455,037 $16.2M 0.43% +63,245 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 10,695 shares; 2025Q1: 11,206 shares; 2025Q2: 11,206 shares; 2025Q3: 242,443 shares; 2025Q4: 240,793 shares; 2026Q1: 238,840 shares 238,840 $16M 0.42% -1,953 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 7,718 shares; 2025Q1: 16,541 shares; 2025Q2: 24,545 shares; 2025Q3: 28,889 shares; 2025Q4: 38,035 shares; 2026Q1: 189,270 shares 189,270 $15.3M 0.4% +151,235 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: 1,009,250 shares; 2024Q4: 1,009,491 shares; 2025Q1: 100,418 shares; 2025Q2: 185,222 shares; 2025Q3: 195,599 shares; 2025Q4: 218,070 shares; 2026Q1: 222,060 shares 222,060 $15M 0.39% +3,990 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,691 shares; 2024Q4: 89,276 shares; 2025Q1: 94,875 shares; 2025Q2: 103,045 shares; 2025Q3: 99,841 shares; 2025Q4: 102,882 shares; 2026Q1: 103,504 shares 103,504 $15M 0.39% +622 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: 36,498 shares; 2024Q4: 44,424 shares; 2025Q1: 44,655 shares; 2025Q2: 46,882 shares; 2025Q3: 65,756 shares; 2025Q4: 182,506 shares; 2026Q1: 191,791 shares 191,791 $14.8M 0.39% +9,285 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: 67,493 shares; 2024Q4: 65,030 shares; 2025Q1: 65,656 shares; 2025Q2: 85,921 shares; 2025Q3: 85,944 shares; 2025Q4: 90,021 shares; 2026Q1: 84,789 shares 84,789 $14.8M 0.39% -5,232 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: 27,740 shares; 2024Q4: 28,556 shares; 2025Q1: 28,751 shares; 2025Q2: 33,036 shares; 2025Q3: 32,998 shares; 2025Q4: 32,557 shares; 2026Q1: 30,831 shares 30,831 $14.8M 0.39% -1,726 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: 56,654 shares; 2024Q4: 55,350 shares; 2025Q1: 54,996 shares; 2025Q2: 52,832 shares; 2025Q3: 50,604 shares; 2025Q4: 50,071 shares; 2026Q1: 49,604 shares 49,604 $14.6M 0.38% -467 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,347 shares; 2024Q4: 36,905 shares; 2025Q1: 38,852 shares; 2025Q2: 41,951 shares; 2025Q3: 45,654 shares; 2025Q4: 48,569 shares; 2026Q1: 50,185 shares 50,185 $14.6M 0.38% +1,616 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 43,472 shares; 2025Q2: 154,632 shares; 2025Q3: 285,136 shares; 2025Q4: 363,888 shares; 2026Q1: 441,659 shares 441,659 $13.9M 0.37% +77,771 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: 118,120 shares; 2024Q4: 121,300 shares; 2025Q1: 130,732 shares; 2025Q2: 141,246 shares; 2025Q3: 151,861 shares; 2025Q4: 157,837 shares; 2026Q1: 159,491 shares 159,491 $13.8M 0.36% +1,654 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: 2,759 shares; 2024Q4: 26,391 shares; 2025Q1: 27,503 shares; 2025Q2: 29,010 shares; 2025Q3: 30,647 shares; 2025Q4: 31,798 shares; 2026Q1: 32,339 shares 32,339 $13.8M 0.36% +541 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: 56,239 shares; 2025Q3: 166,611 shares; 2025Q4: 186,708 shares; 2026Q1: 402,514 shares 402,514 $13.3M 0.35% +215,806 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: 2,216 shares; 2024Q4: 14,026 shares; 2025Q1: 45,495 shares; 2025Q2: 81,268 shares; 2025Q3: 94,816 shares; 2025Q4: 102,816 shares; 2026Q1: 116,396 shares 116,396 $12.9M 0.34% +13,580 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: 9,129 shares; 2024Q4: 26,807 shares; 2025Q1: 123,374 shares; 2025Q2: 117,454 shares; 2025Q3: 173,391 shares; 2025Q4: 173,778 shares; 2026Q1: 143,489 shares 143,489 $12.7M 0.33% -30,289 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: 5 shares; 2024Q4: 40 shares; 2025Q1: 30,131 shares; 2025Q2: 79,459 shares; 2025Q3: 100,481 shares; 2025Q4: 140,252 shares; 2026Q1: 124,852 shares 124,852 $12.6M 0.33% -15,400 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,680 shares; 2024Q4: 50,877 shares; 2025Q1: 55,090 shares; 2025Q2: 58,793 shares; 2025Q3: 64,152 shares; 2025Q4: 68,594 shares; 2026Q1: 71,886 shares 71,886 $12.4M 0.33% +3,292 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: 101,018 shares; 2024Q4: 114,829 shares; 2025Q1: 95,824 shares; 2025Q2: 156,401 shares; 2025Q3: 139,592 shares; 2025Q4: 118,996 shares; 2026Q1: 166,701 shares 166,701 $12.4M 0.33% +47,705 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,566 shares; 2024Q4: 46,781 shares; 2025Q1: 50,816 shares; 2025Q2: 56,861 shares; 2025Q3: 63,792 shares; 2025Q4: 69,014 shares; 2026Q1: 77,773 shares 77,773 $12.2M 0.32% +8,759 Timeline HYMB 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: 381,231 shares; 2024Q4: 400,950 shares; 2025Q1: 415,547 shares; 2025Q2: 417,477 shares; 2025Q3: 428,855 shares; 2025Q4: 438,750 shares; 2026Q1: 491,674 shares 491,674 $12.2M 0.32% +52,924 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: 85,361 shares; 2024Q4: 88,675 shares; 2025Q1: 93,742 shares; 2025Q2: 99,463 shares; 2025Q3: 106,874 shares; 2025Q4: 112,202 shares; 2026Q1: 115,884 shares 115,884 $11.9M 0.31% +3,682 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: 180,280 shares; 2024Q4: 182,963 shares; 2025Q1: 177,197 shares; 2025Q2: 187,316 shares; 2025Q3: 192,361 shares; 2025Q4: 187,902 shares; 2026Q1: 209,100 shares 209,100 $11.9M 0.31% +21,198 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 3,351 shares; 2025Q1: 10,193 shares; 2025Q2: 24,321 shares; 2025Q3: 44,487 shares; 2025Q4: 98,635 shares; 2026Q1: 127,455 shares 127,455 $11.8M 0.31% +28,820 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,942 shares; 2024Q4: 73,633 shares; 2025Q1: 184,933 shares; 2025Q2: 293,201 shares; 2025Q3: 375,706 shares; 2025Q4: 405,814 shares; 2026Q1: 436,792 shares 436,792 $11.6M 0.31% +30,978 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: 118 shares; 2024Q4: 4,621 shares; 2025Q1: 41,731 shares; 2025Q2: 89,044 shares; 2025Q3: 227,676 shares; 2025Q4: 342,630 shares; 2026Q1: 449,945 shares 449,945 $11.5M 0.3% +107,315 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: 47,122 shares; 2024Q4: 47,271 shares; 2025Q1: 53,295 shares; 2025Q2: 53,774 shares; 2025Q3: 55,859 shares; 2025Q4: 57,147 shares; 2026Q1: 53,546 shares 53,546 $11.5M 0.3% -3,601 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: 189,767 shares; 2024Q4: 192,011 shares; 2025Q1: 199,248 shares; 2025Q2: 96,924 shares; 2025Q3: 107,291 shares; 2025Q4: 99,494 shares; 2026Q1: 92,144 shares 92,144 $11.5M 0.3% -7,350 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: 24,201 shares; 2024Q4: 22,912 shares; 2025Q1: 31,974 shares; 2025Q2: 33,258 shares; 2025Q3: 34,254 shares; 2025Q4: 34,536 shares; 2026Q1: 35,285 shares 35,285 $11.3M 0.3% +749 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: 44,536 shares; 2024Q4: 43,271 shares; 2025Q1: 44,227 shares; 2025Q2: 44,797 shares; 2025Q3: 111,807 shares; 2025Q4: 114,223 shares; 2026Q1: 113,891 shares 113,891 $11M 0.29% -332 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,412 shares; 2024Q4: 77,890 shares; 2025Q1: 83,630 shares; 2025Q2: 92,062 shares; 2025Q3: 97,106 shares; 2025Q4: 100,249 shares; 2026Q1: 79,449 shares 79,449 $10.9M 0.29% -20,800 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: 32,458 shares; 2024Q4: 20,028 shares; 2025Q1: 43,819 shares; 2025Q2: 54,691 shares; 2025Q3: 94,802 shares; 2025Q4: 95,972 shares; 2026Q1: 107,621 shares 107,621 $10.5M 0.27% +11,649 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: 5,090 shares; 2024Q4: 5,535 shares; 2025Q1: 9,922 shares; 2025Q2: 21,765 shares; 2025Q3: 97,437 shares; 2025Q4: 107,232 shares; 2026Q1: 125,236 shares 125,236 $10.4M 0.27% +18,004 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: not reported; 2024Q4: 30,903 shares; 2025Q1: 94,181 shares; 2025Q2: 171,358 shares; 2025Q3: 214,221 shares; 2025Q4: 225,402 shares; 2026Q1: 248,724 shares 248,724 $10.2M 0.27% +23,322 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: 17,742 shares; 2024Q4: 17,130 shares; 2025Q1: 17,226 shares; 2025Q2: 17,340 shares; 2025Q3: 17,442 shares; 2025Q4: 31,751 shares; 2026Q1: 30,022 shares 30,022 $10.1M 0.27% -1,729 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: 2,383 shares; 2024Q4: 15,051 shares; 2025Q1: 9,674 shares; 2025Q2: 56,537 shares; 2025Q3: 98,748 shares; 2025Q4: 183,808 shares; 2026Q1: 199,669 shares 199,669 $9.98M 0.26% +15,861 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: 42,772 shares; 2024Q4: 42,774 shares; 2025Q1: 45,230 shares; 2025Q2: 44,427 shares; 2025Q3: 44,583 shares; 2025Q4: 47,417 shares; 2026Q1: 47,966 shares 47,966 $9.92M 0.26% +549 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,688 shares; 2024Q4: 57,713 shares; 2025Q1: 62,275 shares; 2025Q2: 67,898 shares; 2025Q3: 75,808 shares; 2025Q4: 82,034 shares; 2026Q1: 82,778 shares 82,778 $9.78M 0.26% +744 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: 33,085 shares; 2024Q4: 32,866 shares; 2025Q1: 74,956 shares; 2025Q2: 81,655 shares; 2025Q3: 108,901 shares; 2025Q4: 109,105 shares; 2026Q1: 30,281 shares 30,281 $9.63M 0.25% -78,824 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: 65,054 shares; 2024Q4: 64,107 shares; 2025Q1: 68,988 shares; 2025Q2: 69,405 shares; 2025Q3: 68,430 shares; 2025Q4: 68,402 shares; 2026Q1: 64,175 shares 64,175 $9.51M 0.25% -4,227 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: 87,788 shares; 2024Q4: 82,172 shares; 2025Q1: 85,557 shares; 2025Q2: 88,848 shares; 2025Q3: 121,149 shares; 2025Q4: 118,401 shares; 2026Q1: 139,815 shares 139,815 $8.96M 0.24% +21,414 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: 60,731 shares; 2024Q4: 60,053 shares; 2025Q1: 62,942 shares; 2025Q2: 65,177 shares; 2025Q3: 66,998 shares; 2025Q4: 73,785 shares; 2026Q1: 74,015 shares 74,015 $8.9M 0.23% +230 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: 3,183 shares; 2024Q4: 3,195 shares; 2025Q1: 6,942 shares; 2025Q2: 31,637 shares; 2025Q3: 113,395 shares; 2025Q4: 116,375 shares; 2026Q1: 123,849 shares 123,849 $8.89M 0.23% +7,474 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: 1,749 shares; 2024Q4: 484 shares; 2025Q1: 10,686 shares; 2025Q2: 31,280 shares; 2025Q3: 87,099 shares; 2025Q4: 112,511 shares; 2026Q1: 123,092 shares 123,092 $8.76M 0.23% +10,581 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 14,908 shares; 2025Q4: 21,999 shares; 2026Q1: 33,913 shares 33,913 $8.73M 0.23% +11,914 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,518 shares; 2025Q2: 17,866 shares; 2025Q3: 211,916 shares; 2025Q4: 237,017 shares; 2026Q1: 261,089 shares 261,089 $8.71M 0.23% +24,072 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: 29,967 shares; 2024Q4: 30,444 shares; 2025Q1: 33,522 shares; 2025Q2: 31,611 shares; 2025Q3: 32,065 shares; 2025Q4: 30,970 shares; 2026Q1: 30,050 shares 30,050 $8.62M 0.23% -920 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: 42,447 shares; 2024Q4: 43,027 shares; 2025Q1: 44,284 shares; 2025Q2: 41,144 shares; 2025Q3: 39,063 shares; 2025Q4: 37,771 shares; 2026Q1: 34,021 shares 34,021 $8.32M 0.22% -3,750 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: 67,362 shares; 2024Q4: 118,324 shares; 2025Q1: 207,041 shares; 2025Q2: 274,125 shares; 2025Q3: 279,659 shares; 2025Q4: 291,594 shares; 2026Q1: 279,209 shares 279,209 $8.23M 0.22% -12,385 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,688 shares; 2024Q4: 27,746 shares; 2025Q1: 61,163 shares; 2025Q2: 104,254 shares; 2025Q3: 172,131 shares; 2025Q4: 207,363 shares; 2026Q1: 241,872 shares 241,872 $8.14M 0.21% +34,509 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,705 shares; 2024Q4: 54,514 shares; 2025Q1: 56,004 shares; 2025Q2: 54,928 shares; 2025Q3: 53,102 shares; 2025Q4: 52,324 shares; 2026Q1: 49,703 shares 49,703 $7.82M 0.21% -2,621 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: 195,019 shares; 2024Q4: 187,272 shares; 2025Q1: 169,431 shares; 2025Q2: 106,657 shares; 2025Q3: 107,767 shares; 2025Q4: 99,521 shares; 2026Q1: 98,844 shares 98,844 $7.82M 0.21% -677 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: 23,754 shares; 2024Q4: 24,228 shares; 2025Q1: 24,910 shares; 2025Q2: 24,577 shares; 2025Q3: 24,428 shares; 2025Q4: 24,676 shares; 2026Q1: 24,730 shares 24,730 $7.68M 0.2% +54 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: 148,194 shares; 2024Q4: 152,725 shares; 2025Q1: 159,780 shares; 2025Q2: 136,894 shares; 2025Q3: 126,003 shares; 2025Q4: 104,397 shares; 2026Q1: 87,259 shares 87,259 $7.56M 0.2% -17,138 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: 162,860 shares; 2024Q4: 24,090 shares; 2025Q1: 22,426 shares; 2025Q2: 9,917 shares; 2025Q3: 15,237 shares; 2025Q4: 15,293 shares; 2026Q1: 72,010 shares 72,010 $7.15M 0.19% +56,717 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: 15,700 shares; 2024Q4: 15,459 shares; 2025Q1: 15,472 shares; 2025Q2: 14,687 shares; 2025Q3: 14,263 shares; 2025Q4: 13,931 shares; 2026Q1: 13,508 shares 13,508 $6.75M 0.18% -423 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: 50,405 shares; 2024Q4: 54,860 shares; 2025Q1: 51,589 shares; 2025Q2: 54,245 shares; 2025Q3: 59,604 shares; 2025Q4: 60,759 shares; 2026Q1: 68,162 shares 68,162 $6.47M 0.17% +7,403 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: 36,499 shares; 2024Q4: 39,789 shares; 2025Q1: 51,248 shares; 2025Q2: 77,482 shares; 2025Q3: 69,584 shares; 2025Q4: 36,002 shares; 2026Q1: 33,124 shares 33,124 $6.35M 0.17% -2,878 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: 18,582 shares; 2024Q4: 23,070 shares; 2025Q1: 20,020 shares; 2025Q2: 21,914 shares; 2025Q3: 23,829 shares; 2025Q4: 22,162 shares; 2026Q1: 277,323 shares 277,323 $6.35M 0.17% +255,161 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: 26 shares; 2024Q4: not reported; 2025Q1: 104,432 shares; 2025Q2: 102,725 shares; 2025Q3: 131,202 shares; 2025Q4: 143,485 shares; 2026Q1: 122,413 shares 122,413 $6.24M 0.16% -21,072 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: 95,523 shares; 2024Q4: 113,605 shares; 2025Q1: 112,914 shares; 2025Q2: 116,700 shares; 2025Q3: 105,804 shares; 2025Q4: 109,130 shares; 2026Q1: 110,544 shares 110,544 $6.14M 0.16% +1,414 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,536 shares; 2024Q4: 177,948 shares; 2025Q1: 179,217 shares; 2025Q2: 179,217 shares; 2025Q3: 174,913 shares; 2025Q4: 173,051 shares; 2026Q1: 173,211 shares 173,211 $6.12M 0.16% +160 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: 72,362 shares; 2024Q4: 72,974 shares; 2025Q1: 84,629 shares; 2025Q2: 93,770 shares; 2025Q3: 111,778 shares; 2025Q4: 128,150 shares; 2026Q1: 132,939 shares 132,939 $6.11M 0.16% +4,789 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,118 shares; 2025Q2: 136,636 shares; 2025Q3: 155,197 shares; 2025Q4: 147,951 shares; 2026Q1: 188,409 shares 188,409 $6.07M 0.16% +40,458 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: 7,393 shares; 2024Q4: 7,031 shares; 2025Q1: 6,914 shares; 2025Q2: 6,826 shares; 2025Q3: 6,639 shares; 2025Q4: 6,411 shares; 2026Q1: 6,051 shares 6,051 $6.03M 0.16% -360 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,182 shares; 2025Q1: 4,158 shares; 2025Q2: 7,838 shares; 2025Q3: 7,902 shares; 2025Q4: 10,941 shares; 2026Q1: 10,177 shares 10,177 $5.82M 0.15% -764 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: 28,002 shares; 2024Q4: 49,934 shares; 2025Q1: 27,626 shares; 2025Q2: 37,706 shares; 2025Q3: 116,797 shares; 2025Q4: 153,289 shares; 2026Q1: 218,719 shares 218,719 $5.73M 0.15% +65,430 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: 39,715 shares; 2024Q4: 38,935 shares; 2025Q1: 43,810 shares; 2025Q2: 56,623 shares; 2025Q3: 80,273 shares; 2025Q4: 85,629 shares; 2026Q1: 118,351 shares 118,351 $5.69M 0.15% +32,722 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: 101 shares; 2024Q4: 35 shares; 2025Q1: 7,325 shares; 2025Q2: 10,728 shares; 2025Q3: 67,827 shares; 2025Q4: 76,026 shares; 2026Q1: 113,522 shares 113,522 $5.66M 0.15% +37,496 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,864 shares; 2025Q1: 11,069 shares; 2025Q2: 12,101 shares; 2025Q3: 13,076 shares; 2025Q4: 20,048 shares; 2026Q1: 23,430 shares 23,430 $5.62M 0.15% +3,382 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,260 shares; 2024Q4: 255,510 shares; 2025Q1: 163,940 shares; 2025Q2: 161,383 shares; 2025Q3: 143,497 shares; 2025Q4: 126,986 shares; 2026Q1: 112,231 shares 112,231 $5.59M 0.15% -14,755 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 2,343 shares; 2025Q3: 99,700 shares; 2025Q4: 102,497 shares; 2026Q1: 128,497 shares 128,497 $5.47M 0.14% +26,000 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: 761,358 shares; 2024Q4: 768,719 shares; 2025Q1: 660,942 shares; 2025Q2: 684,648 shares; 2025Q3: 94,008 shares; 2025Q4: 94,016 shares; 2026Q1: 107,911 shares 107,911 $5.43M 0.14% +13,895 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,668 shares; 2024Q4: 189,391 shares; 2025Q1: 121,735 shares; 2025Q2: 128,528 shares; 2025Q3: 138,218 shares; 2025Q4: 148,571 shares; 2026Q1: 51,032 shares 51,032 $5.42M 0.14% -97,539 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: 49,517 shares; 2024Q4: 62,936 shares; 2025Q1: 34,980 shares; 2025Q2: 37,886 shares; 2025Q3: 3,966 shares; 2025Q4: 792 shares; 2026Q1: 48,148 shares 48,148 $5.36M 0.14% +47,356 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: 9,510 shares; 2024Q4: 9,405 shares; 2025Q1: 9,613 shares; 2025Q2: 9,263 shares; 2025Q3: 9,234 shares; 2025Q4: 9,248 shares; 2026Q1: 8,746 shares 8,746 $5.29M 0.14% -502 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: 145,400 shares; 2024Q4: 145,110 shares; 2025Q1: 141,980 shares; 2025Q2: 133,310 shares; 2025Q3: 138,210 shares; 2025Q4: 140,530 shares; 2026Q1: 137,900 shares 137,900 $5.22M 0.14% -2,630 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: 64,703 shares; 2024Q4: 77,153 shares; 2025Q1: 64,144 shares; 2025Q2: 65,849 shares; 2025Q3: 64,162 shares; 2025Q4: 65,196 shares; 2026Q1: 67,593 shares 67,593 $5.14M 0.14% +2,397 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,177 shares; 2025Q3: 119,397 shares; 2025Q4: 120,142 shares; 2026Q1: 141,002 shares 141,002 $5.11M 0.13% +20,860 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: 60,082 shares; 2024Q4: 60,034 shares; 2025Q1: 60,444 shares; 2025Q2: 61,812 shares; 2025Q3: 62,996 shares; 2025Q4: 63,537 shares; 2026Q1: 65,452 shares 65,452 $5.08M 0.13% +1,915 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: 106,206 shares; 2024Q4: 109,080 shares; 2025Q1: 115,543 shares; 2025Q2: 117,377 shares; 2025Q3: 115,127 shares; 2025Q4: 111,177 shares; 2026Q1: 103,770 shares 103,770 $5.06M 0.13% -7,407 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: 13,638 shares; 2024Q4: 37,682 shares; 2025Q1: 74,876 shares; 2025Q2: 77,302 shares; 2025Q3: 110,408 shares; 2025Q4: 143,699 shares; 2026Q1: 202,639 shares 202,639 $5.02M 0.13% +58,940 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: 6,617 shares; 2024Q4: 7,983 shares; 2025Q1: 9,013 shares; 2025Q2: 8,784 shares; 2025Q3: 8,904 shares; 2025Q4: 8,796 shares; 2026Q1: 8,609 shares 8,609 $4.97M 0.13% -187 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: 2,686 shares; 2024Q4: 3,557 shares; 2025Q1: 2,142 shares; 2025Q2: 2,085 shares; 2025Q3: 1,987 shares; 2025Q4: 1,976 shares; 2026Q1: 5,335 shares 5,335 $4.91M 0.13% +3,359 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: 23,173 shares; 2024Q4: 22,750 shares; 2025Q1: 23,097 shares; 2025Q2: 22,367 shares; 2025Q3: 21,817 shares; 2025Q4: 21,714 shares; 2026Q1: 20,217 shares 20,217 $4.78M 0.13% -1,497 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,820 shares; 2024Q4: 13,466 shares; 2025Q1: 15,285 shares; 2025Q2: 15,151 shares; 2025Q3: 15,316 shares; 2025Q4: 15,509 shares; 2026Q1: 14,520 shares 14,520 $4.78M 0.13% -989 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 34,239 shares; 2025Q1: 35,662 shares; 2025Q2: 32,985 shares; 2025Q3: 49,466 shares; 2025Q4: 52,258 shares; 2026Q1: 52,599 shares 52,599 $4.75M 0.12% +341 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,302 shares; 2025Q1: 4,743 shares; 2025Q2: 5,039 shares; 2025Q3: 5,077 shares; 2025Q4: 5,130 shares; 2026Q1: 4,841 shares 4,841 $4.75M 0.12% -289 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: 47,896 shares; 2024Q4: 49,795 shares; 2025Q1: 52,882 shares; 2025Q2: 53,278 shares; 2025Q3: 52,916 shares; 2025Q4: 54,992 shares; 2026Q1: 50,497 shares 50,497 $4.75M 0.12% -4,495 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: 13,783 shares; 2024Q4: 14,201 shares; 2025Q1: 15,590 shares; 2025Q2: 15,879 shares; 2025Q3: 15,535 shares; 2025Q4: 15,023 shares; 2026Q1: 13,680 shares 13,680 $4.7M 0.12% -1,343 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 28,880 shares; 2025Q4: 81,715 shares; 2026Q1: 176,969 shares 176,969 $4.65M 0.12% +95,254 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: 255,448 shares; 2024Q4: 247,448 shares; 2025Q1: 242,198 shares; 2025Q2: 226,838 shares; 2025Q3: 233,528 shares; 2025Q4: 238,058 shares; 2026Q1: 235,648 shares 235,648 $4.55M 0.12% -2,410 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: 4,216 shares; 2024Q4: 4,392 shares; 2025Q1: 4,803 shares; 2025Q2: 4,947 shares; 2025Q3: 4,876 shares; 2025Q4: 7,151 shares; 2026Q1: 6,541 shares 6,541 $4.46M 0.12% -610 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: not reported; 2024Q4: 2,450 shares; 2025Q1: 37,655 shares; 2025Q2: 58,441 shares; 2025Q3: 116,154 shares; 2025Q4: 163,078 shares; 2026Q1: 198,988 shares 198,988 $4.45M 0.12% +35,910 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: 11,854 shares; 2024Q4: 15,351 shares; 2025Q1: 14,183 shares; 2025Q2: 14,527 shares; 2025Q3: 15,225 shares; 2025Q4: 16,991 shares; 2026Q1: 26,165 shares 26,165 $4.44M 0.12% +9,174 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: 4,161 shares; 2025Q1: 4,489 shares; 2025Q2: 4,473 shares; 2025Q3: 4,378 shares; 2025Q4: 4,413 shares; 2026Q1: 4,606 shares 4,606 $4.43M 0.12% +193 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: 37,565 shares; 2024Q4: 110,976 shares; 2025Q1: 117,670 shares; 2025Q2: 124,241 shares; 2025Q3: 134,503 shares; 2025Q4: 137,827 shares; 2026Q1: 142,673 shares 142,673 $4.38M 0.11% +4,846 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: 27,650 shares; 2024Q4: 26,599 shares; 2025Q1: 30,809 shares; 2025Q2: 58,783 shares; 2025Q3: 71,891 shares; 2025Q4: 69,912 shares; 2026Q1: 77,333 shares 77,333 $4.38M 0.11% +7,421 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,489 shares; 2025Q1: 77,450 shares; 2025Q2: 83,416 shares; 2025Q3: 87,146 shares; 2025Q4: 90,916 shares; 2026Q1: 91,522 shares 91,522 $4.36M 0.11% +606 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: 78,876 shares; 2024Q4: 84,406 shares; 2025Q1: 86,053 shares; 2025Q2: 88,052 shares; 2025Q3: 88,340 shares; 2025Q4: 81,265 shares; 2026Q1: 86,071 shares 86,071 $4.32M 0.11% +4,806 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: 151,073 shares; 2024Q4: 122,438 shares; 2025Q1: 123,200 shares; 2025Q2: 111,811 shares; 2025Q3: 120,686 shares; 2025Q4: 128,141 shares; 2026Q1: 128,265 shares 128,265 $4.3M 0.11% +124 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: 46,960 shares; 2024Q4: 53,127 shares; 2025Q1: 493,995 shares; 2025Q2: 269,407 shares; 2025Q3: 258,947 shares; 2025Q4: 183,514 shares; 2026Q1: 82,800 shares 82,800 $4.3M 0.11% -100,714 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 19,563 shares; 2025Q1: 21,522 shares; 2025Q2: 22,703 shares; 2025Q3: 22,997 shares; 2025Q4: 23,252 shares; 2026Q1: 21,682 shares 21,682 $4.29M 0.11% -1,570 Timeline TOUS 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: 28,206 shares; 2024Q4: 31,169 shares; 2025Q1: 32,886 shares; 2025Q2: 35,146 shares; 2025Q3: 39,330 shares; 2025Q4: 79,949 shares; 2026Q1: 123,623 shares 123,623 $4.27M 0.11% +43,674 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: 2,242 shares; 2024Q4: 3,050 shares; 2025Q1: 6,347 shares; 2025Q2: 6,919 shares; 2025Q3: 10,522 shares; 2025Q4: 50,308 shares; 2026Q1: 53,654 shares 53,654 $4.27M 0.11% +3,346 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,958 shares; 2024Q4: 32,939 shares; 2025Q1: 34,873 shares; 2025Q2: 34,129 shares; 2025Q3: 34,131 shares; 2025Q4: 33,911 shares; 2026Q1: 32,130 shares 32,130 $4.25M 0.11% -1,781 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 83,098 shares; 2025Q3: 99,373 shares; 2025Q4: 158,295 shares; 2026Q1: 160,784 shares 160,784 $4.24M 0.11% +2,489 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: 41,749 shares; 2024Q4: 42,139 shares; 2025Q1: 43,010 shares; 2025Q2: 43,823 shares; 2025Q3: 42,861 shares; 2025Q4: 44,381 shares; 2026Q1: 45,535 shares 45,535 $4.23M 0.11% +1,154 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: 369 shares; 2024Q4: 369 shares; 2025Q1: 21,247 shares; 2025Q2: 27,270 shares; 2025Q3: 52,229 shares; 2025Q4: 62,569 shares; 2026Q1: 67,067 shares 67,067 $4.2M 0.11% +4,498 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: 5,793 shares; 2024Q4: 5,968 shares; 2025Q1: 7,154 shares; 2025Q2: 7,299 shares; 2025Q3: 7,530 shares; 2025Q4: 13,409 shares; 2026Q1: 14,569 shares 14,569 $4.18M 0.11% +1,160 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 445 shares; 2025Q1: 19,234 shares; 2025Q2: 48,535 shares; 2025Q3: 47,437 shares; 2025Q4: 46,294 shares; 2026Q1: 42,940 shares 42,940 $4.12M 0.11% -3,354 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,441 shares 125,441 $4.11M 0.11% new 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: 99,902 shares 99,902 $4.1M 0.11% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,987 shares; 2024Q4: 63,422 shares; 2025Q1: 62,844 shares; 2025Q2: 57,433 shares; 2025Q3: 61,492 shares; 2025Q4: 62,470 shares; 2026Q1: 56,213 shares 56,213 $4.09M 0.11% -6,257 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,004 shares; 2024Q4: 16,852 shares; 2025Q1: 17,153 shares; 2025Q2: 16,610 shares; 2025Q3: 16,105 shares; 2025Q4: 16,020 shares; 2026Q1: 15,171 shares 15,171 $4.05M 0.11% -849 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: 20,287 shares; 2024Q4: 20,112 shares; 2025Q1: 27,531 shares; 2025Q2: 27,374 shares; 2025Q3: 28,083 shares; 2025Q4: 27,660 shares; 2026Q1: 26,259 shares 26,259 $3.98M 0.1% -1,401 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: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 4,002 shares; 2025Q2: 9,259 shares; 2025Q3: 32,443 shares; 2025Q4: 62,059 shares; 2026Q1: 79,593 shares 79,593 $3.94M 0.1% +17,534 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: 10,597 shares; 2024Q4: 11,092 shares; 2025Q1: 11,530 shares; 2025Q2: 10,442 shares; 2025Q3: 7,596 shares; 2025Q4: 8,474 shares; 2026Q1: 5,992 shares 5,992 $3.9M 0.1% -2,482 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,434 shares; 2024Q4: 19,292 shares; 2025Q1: 19,864 shares; 2025Q2: 19,878 shares; 2025Q3: 19,462 shares; 2025Q4: 19,547 shares; 2026Q1: 18,424 shares 18,424 $3.87M 0.1% -1,123 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: 151 shares; 2024Q4: 271 shares; 2025Q1: 58,253 shares; 2025Q2: 58,484 shares; 2025Q3: 58,390 shares; 2025Q4: 56,288 shares; 2026Q1: 52,518 shares 52,518 $3.78M 0.1% -3,770 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,914 shares; 2024Q4: 95,409 shares; 2025Q1: 85,142 shares; 2025Q2: 84,629 shares; 2025Q3: 79,528 shares; 2025Q4: 81,859 shares; 2026Q1: 70,611 shares 70,611 $3.77M 0.1% -11,248 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 262 shares; 2025Q1: 21,328 shares; 2025Q2: 49,457 shares; 2025Q3: 47,422 shares; 2025Q4: 46,329 shares; 2026Q1: 43,840 shares 43,840 $3.73M 0.1% -2,489 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,716 shares; 2024Q4: 64,778 shares; 2025Q1: 63,812 shares; 2025Q2: 59,863 shares; 2025Q3: 56,275 shares; 2025Q4: 55,173 shares; 2026Q1: 49,539 shares 49,539 $3.69M 0.1% -5,634 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: 10,788 shares; 2024Q4: 10,629 shares; 2025Q1: 10,842 shares; 2025Q2: 11,266 shares; 2025Q3: 10,910 shares; 2025Q4: 11,213 shares; 2026Q1: 11,555 shares 11,555 $3.68M 0.1% +342 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 1,425 shares; 2025Q1: 9,064 shares; 2025Q2: 28,560 shares; 2025Q3: 32,714 shares; 2025Q4: 33,879 shares; 2026Q1: 37,587 shares 37,587 $3.63M 0.1% +3,708 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 125,058 shares; 2025Q1: 125,058 shares; 2025Q2: 125,058 shares; 2025Q3: 125,058 shares; 2025Q4: 84,937 shares; 2026Q1: 84,937 shares 84,937 $3.61M 0.09% 0 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: 32,930 shares; 2024Q4: 32,235 shares; 2025Q1: 32,301 shares; 2025Q2: 37,327 shares; 2025Q3: 38,798 shares; 2025Q4: 37,355 shares; 2026Q1: 39,182 shares 39,182 $3.58M 0.09% +1,827 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 4,851 shares; 2026Q1: 49,555 shares 49,555 $3.51M 0.09% +44,704 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,660 shares; 2024Q4: 29,132 shares; 2025Q1: 28,887 shares; 2025Q2: 26,484 shares; 2025Q3: 24,277 shares; 2025Q4: 16,920 shares; 2026Q1: 17,161 shares 17,161 $3.49M 0.09% +241 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: 14,592 shares; 2024Q4: 14,459 shares; 2025Q1: 14,563 shares; 2025Q2: 14,412 shares; 2025Q3: 14,443 shares; 2025Q4: 14,490 shares; 2026Q1: 15,327 shares 15,327 $3.46M 0.09% +837 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: 14,466 shares; 2024Q4: 14,272 shares; 2025Q1: 14,641 shares; 2025Q2: 14,070 shares; 2025Q3: 13,479 shares; 2025Q4: 13,372 shares; 2026Q1: 14,254 shares 14,254 $3.46M 0.09% +882 Timeline CGIE 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: 59,152 shares; 2024Q4: 72,777 shares; 2025Q1: 76,148 shares; 2025Q2: 67,717 shares; 2025Q3: 78,207 shares; 2025Q4: 83,220 shares; 2026Q1: 101,143 shares 101,143 $3.42M 0.09% +17,923 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 6,137 shares; 2025Q1: 6,735 shares; 2025Q2: 6,990 shares; 2025Q3: 7,524 shares; 2025Q4: 7,423 shares; 2026Q1: 6,901 shares 6,901 $3.39M 0.09% -522 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: 62 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 36,785 shares; 2025Q3: 34,427 shares; 2025Q4: 32,876 shares; 2026Q1: 31,324 shares 31,324 $3.39M 0.09% -1,552 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: 33,495 shares; 2024Q4: 60,922 shares; 2025Q1: 57,312 shares; 2025Q2: 174,377 shares; 2025Q3: 177,909 shares; 2025Q4: 166,710 shares; 2026Q1: 116,257 shares 116,257 $3.38M 0.09% -50,453 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: not reported; 2024Q4: 14,046 shares; 2025Q1: 14,046 shares; 2025Q2: 1,440 shares; 2025Q3: 72,065 shares; 2025Q4: 108,589 shares; 2026Q1: 132,899 shares 132,899 $3.37M 0.09% +24,310 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: 9,757 shares; 2024Q4: 10,125 shares; 2025Q1: 10,952 shares; 2025Q2: 11,318 shares; 2025Q3: 11,195 shares; 2025Q4: 11,151 shares; 2026Q1: 10,483 shares 10,483 $3.36M 0.09% -668 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,357 shares; 2025Q1: 3,366 shares; 2025Q2: 4,617 shares; 2025Q3: 5,164 shares; 2025Q4: 5,429 shares; 2026Q1: 5,624 shares 5,624 $3.36M 0.09% +195 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: 20,385 shares; 2024Q4: 20,225 shares; 2025Q1: 22,751 shares; 2025Q2: 23,499 shares; 2025Q3: 22,999 shares; 2025Q4: 22,121 shares; 2026Q1: 20,401 shares 20,401 $3.35M 0.09% -1,720 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: 17,151 shares; 2024Q4: 17,534 shares; 2025Q1: 18,451 shares; 2025Q2: 17,518 shares; 2025Q3: 16,933 shares; 2025Q4: 18,452 shares; 2026Q1: 16,623 shares 16,623 $3.31M 0.09% -1,829 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: 322 shares; 2024Q4: 560 shares; 2025Q1: 548 shares; 2025Q2: 8,979 shares; 2025Q3: 8,733 shares; 2025Q4: 10,966 shares; 2026Q1: 11,522 shares 11,522 $3.27M 0.09% +556 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: 42,391 shares; 2024Q4: 44,595 shares; 2025Q1: 299,688 shares; 2025Q2: 60,355 shares; 2025Q3: 66,416 shares; 2025Q4: 67,668 shares; 2026Q1: 70,503 shares 70,503 $3.26M 0.09% +2,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,411 shares; 2025Q4: 39,313 shares; 2026Q1: 87,443 shares 87,443 $3.25M 0.09% +48,130 Timeline ACM AECOM More: the full row for AECOM 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: 38,113 shares 38,113 $3.23M 0.08% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,558 shares; 2024Q4: 247,916 shares; 2025Q1: 232,965 shares; 2025Q2: 240,428 shares; 2025Q3: 246,642 shares; 2025Q4: 244,278 shares; 2026Q1: 64,859 shares 64,859 $3.22M 0.08% -179,419 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 17,258 shares; 2025Q1: 19,305 shares; 2025Q2: 17,440 shares; 2025Q3: 17,620 shares; 2025Q4: 17,725 shares; 2026Q1: 16,631 shares 16,631 $3.15M 0.08% -1,094 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: 18,408 shares; 2024Q4: 18,731 shares; 2025Q1: 18,816 shares; 2025Q2: 19,353 shares; 2025Q3: 19,885 shares; 2025Q4: 18,350 shares; 2026Q1: 19,584 shares 19,584 $3.14M 0.08% +1,234 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: 34,931 shares; 2024Q4: 35,354 shares; 2025Q1: 38,089 shares; 2025Q2: 42,111 shares; 2025Q3: 38,606 shares; 2025Q4: 35,370 shares; 2026Q1: 32,658 shares 32,658 $3.12M 0.08% -2,712 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,519 shares; 2025Q3: 101,026 shares; 2025Q4: 105,384 shares; 2026Q1: 140,364 shares 140,364 $3.09M 0.08% +34,980 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,488 shares; 2024Q4: 152,744 shares; 2025Q1: 38,434 shares; 2025Q2: 37,811 shares; 2025Q3: 43,663 shares; 2025Q4: 51,580 shares; 2026Q1: 51,822 shares 51,822 $3.07M 0.08% +242 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: 22,030 shares; 2024Q4: 22,884 shares; 2025Q1: 25,513 shares; 2025Q2: 26,103 shares; 2025Q3: 25,833 shares; 2025Q4: 25,701 shares; 2026Q1: 23,782 shares 23,782 $3.06M 0.08% -1,919 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,909 shares; 2024Q4: 48,637 shares; 2025Q1: 49,459 shares; 2025Q2: 50,061 shares; 2025Q3: 48,697 shares; 2025Q4: 50,286 shares; 2026Q1: 48,615 shares 48,615 $3.05M 0.08% -1,671 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: 2,641 shares; 2024Q4: 2,611 shares; 2025Q1: 2,620 shares; 2025Q2: 2,580 shares; 2025Q3: 2,581 shares; 2025Q4: 29,030 shares; 2026Q1: 31,490 shares 31,490 $3.03M 0.08% +2,460 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: 951,560 shares; 2024Q4: 957,102 shares; 2025Q1: 65,136 shares; 2025Q2: 58,809 shares; 2025Q3: 73,701 shares; 2025Q4: 73,160 shares; 2026Q1: 61,664 shares 61,664 $2.98M 0.08% -11,496 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: 301 shares; 2024Q4: 302 shares; 2025Q1: 422 shares; 2025Q2: 3,136 shares; 2025Q3: 7,392 shares; 2025Q4: 9,520 shares; 2026Q1: 15,950 shares 15,950 $2.94M 0.08% +6,430 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: 7,566 shares; 2024Q4: 7,660 shares; 2025Q1: 7,273 shares; 2025Q2: 7,354 shares; 2025Q3: 9,914 shares; 2025Q4: 10,384 shares; 2026Q1: 11,206 shares 11,206 $2.94M 0.08% +822 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: 30,078 shares; 2024Q4: 28,665 shares; 2025Q1: 29,921 shares; 2025Q2: 30,590 shares; 2025Q3: 30,517 shares; 2025Q4: 30,435 shares; 2026Q1: 27,788 shares 27,788 $2.92M 0.08% -2,647 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: 7,094 shares; 2024Q4: 12,939 shares; 2025Q1: 11,361 shares; 2025Q2: 11,363 shares; 2025Q3: 19,936 shares; 2025Q4: 15,441 shares; 2026Q1: 15,183 shares 15,183 $2.92M 0.08% -258 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6,717 shares; 2025Q1: 7,451 shares; 2025Q2: 7,688 shares; 2025Q3: 7,580 shares; 2025Q4: 7,795 shares; 2026Q1: 7,278 shares 7,278 $2.89M 0.08% -517 Timeline TCHP 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: 46,589 shares; 2024Q4: 42,489 shares; 2025Q1: 54,878 shares; 2025Q2: 55,996 shares; 2025Q3: 51,665 shares; 2025Q4: 66,663 shares; 2026Q1: 65,231 shares 65,231 $2.88M 0.08% -1,432 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: 50 shares; 2024Q4: 1,954 shares; 2025Q1: 8,443 shares; 2025Q2: 12,949 shares; 2025Q3: 14,645 shares; 2025Q4: 44,282 shares; 2026Q1: 38,051 shares 38,051 $2.87M 0.08% -6,231 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: not reported; 2024Q4: not reported; 2025Q1: 22,977 shares; 2025Q2: 31,955 shares; 2025Q3: 52,614 shares; 2025Q4: 64,641 shares; 2026Q1: 61,907 shares 61,907 $2.86M 0.08% -2,734 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,609 shares; 2024Q4: 45,006 shares; 2025Q1: 45,122 shares; 2025Q2: 46,991 shares; 2025Q3: 45,233 shares; 2025Q4: 46,266 shares; 2026Q1: 46,977 shares 46,977 $2.82M 0.07% +711 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: 7,708 shares; 2024Q4: 7,645 shares; 2025Q1: 7,771 shares; 2025Q2: 7,739 shares; 2025Q3: 8,059 shares; 2025Q4: 7,732 shares; 2026Q1: 7,831 shares 7,831 $2.8M 0.07% +99 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,161 shares; 2025Q4: 103,039 shares; 2026Q1: 110,522 shares 110,522 $2.78M 0.07% +7,483 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: 26,560 shares; 2024Q4: 25,484 shares; 2025Q1: 27,347 shares; 2025Q2: 28,784 shares; 2025Q3: 39,767 shares; 2025Q4: 43,229 shares; 2026Q1: 51,290 shares 51,290 $2.77M 0.07% +8,061 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 3,215 shares; 2025Q2: 7,251 shares; 2025Q3: 40,350 shares; 2025Q4: 58,039 shares; 2026Q1: 70,653 shares 70,653 $2.75M 0.07% +12,614 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: 2,322 shares; 2024Q4: 2,363 shares; 2025Q1: 3,219 shares; 2025Q2: 6,396 shares; 2025Q3: 6,439 shares; 2025Q4: 6,430 shares; 2026Q1: 6,437 shares 6,437 $2.75M 0.07% +7 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 20,532 shares 20,532 $2.73M 0.07% +20,509 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,497 shares; 2024Q4: 34,728 shares; 2025Q1: 34,969 shares; 2025Q2: 35,008 shares; 2025Q3: 33,296 shares; 2025Q4: 35,007 shares; 2026Q1: 38,133 shares 38,133 $2.7M 0.07% +3,126 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 6,498 shares; 2025Q1: 10,619 shares; 2025Q2: 15,463 shares; 2025Q3: 20,575 shares; 2025Q4: 25,556 shares; 2026Q1: 31,851 shares 31,851 $2.67M 0.07% +6,295 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: 24,081 shares; 2024Q4: 19,418 shares; 2025Q1: 32,293 shares; 2025Q2: 31,251 shares; 2025Q3: 36,803 shares; 2025Q4: 29,960 shares; 2026Q1: 32,155 shares 32,155 $2.65M 0.07% +2,195 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: 41,988 shares; 2024Q4: 41,331 shares; 2025Q1: 41,822 shares; 2025Q2: 41,330 shares; 2025Q3: 39,455 shares; 2025Q4: 38,265 shares; 2026Q1: 20,107 shares 20,107 $2.63M 0.07% -18,158 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 11,720 shares; 2025Q1: 11,878 shares; 2025Q2: 12,142 shares; 2025Q3: 11,740 shares; 2025Q4: 12,502 shares; 2026Q1: 13,240 shares 13,240 $2.6M 0.07% +738 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: 10,583 shares; 2024Q4: 10,219 shares; 2025Q1: 10,224 shares; 2025Q2: 10,214 shares; 2025Q3: 10,028 shares; 2025Q4: 9,975 shares; 2026Q1: 9,232 shares 9,232 $2.51M 0.07% -743 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,839 shares; 2024Q4: 50,133 shares; 2025Q1: 50,416 shares; 2025Q2: 52,038 shares; 2025Q3: 49,887 shares; 2025Q4: 50,899 shares; 2026Q1: 52,965 shares 52,965 $2.47M 0.06% +2,066 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: 7,819 shares; 2024Q4: 8,889 shares; 2025Q1: 10,700 shares; 2025Q2: 10,097 shares; 2025Q3: 14,792 shares; 2025Q4: 57,761 shares; 2026Q1: 72,162 shares 72,162 $2.44M 0.06% +14,401 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,378 shares; 2026Q1: 26,906 shares 26,906 $2.4M 0.06% +21,528 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,936 shares; 2024Q4: 55,353 shares; 2025Q1: 55,739 shares; 2025Q2: 61,335 shares; 2025Q3: 63,761 shares; 2025Q4: 66,177 shares; 2026Q1: 66,189 shares 66,189 $2.38M 0.06% +12 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: 10,935 shares; 2024Q4: 11,046 shares; 2025Q1: 11,427 shares; 2025Q2: 10,134 shares; 2025Q3: 9,141 shares; 2025Q4: 9,016 shares; 2026Q1: 8,695 shares 8,695 $2.35M 0.06% -321 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: 59,935 shares; 2024Q4: 77,268 shares; 2025Q1: 88,019 shares; 2025Q2: 87,484 shares; 2025Q3: 92,476 shares; 2025Q4: 89,531 shares; 2026Q1: 90,503 shares 90,503 $2.31M 0.06% +972 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,045 shares; 2024Q4: 24,245 shares; 2025Q1: 23,595 shares; 2025Q2: 27,425 shares; 2025Q3: 27,920 shares; 2025Q4: 30,430 shares; 2026Q1: 30,640 shares 30,640 $2.31M 0.06% +210 Timeline WSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,847 shares 73,847 $2.29M 0.06% new 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: 8,025 shares; 2024Q4: 7,304 shares; 2025Q1: 11,495 shares; 2025Q2: 23,453 shares; 2025Q3: 72,157 shares; 2025Q4: 75,277 shares; 2026Q1: 61,826 shares 61,826 $2.28M 0.06% -13,451 Timeline CORP 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: 13,137 shares; 2024Q4: 12,684 shares; 2025Q1: 13,058 shares; 2025Q2: 16,243 shares; 2025Q3: 18,044 shares; 2025Q4: 20,236 shares; 2026Q1: 22,965 shares 22,965 $2.22M 0.06% +2,729 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 23,701 shares; 2025Q1: 22,266 shares; 2025Q2: 22,170 shares; 2025Q3: 20,082 shares; 2025Q4: 20,078 shares; 2026Q1: 19,943 shares 19,943 $2.18M 0.06% -135 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: 86,769 shares; 2024Q4: 84,949 shares; 2025Q1: 85,648 shares; 2025Q2: 93,658 shares; 2025Q3: 97,559 shares; 2025Q4: 102,210 shares; 2026Q1: 106,067 shares 106,067 $2.16M 0.06% +3,857 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 4,814 shares; 2025Q1: 12,910 shares; 2025Q2: 18,707 shares; 2025Q3: 25,173 shares; 2025Q4: 31,639 shares; 2026Q1: 65,429 shares 65,429 $2.16M 0.06% +33,790 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: 17,574 shares; 2024Q4: 19,244 shares; 2025Q1: 22,332 shares; 2025Q2: 22,585 shares; 2025Q3: 23,270 shares; 2025Q4: 21,428 shares; 2026Q1: 22,623 shares 22,623 $2.1M 0.06% +1,195 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: 28,881 shares; 2024Q4: 30,715 shares; 2025Q1: 26,141 shares; 2025Q2: 25,410 shares; 2025Q3: 25,832 shares; 2025Q4: 24,765 shares; 2026Q1: 26,718 shares 26,718 $2.1M 0.06% +1,953 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,242 shares; 2025Q1: 22,504 shares; 2025Q2: 38,956 shares; 2025Q3: 67,078 shares; 2025Q4: 74,142 shares; 2026Q1: 76,701 shares 76,701 $2.09M 0.05% +2,559 Timeline FDLO 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: 57,506 shares; 2024Q4: 35,667 shares; 2025Q1: 33,319 shares; 2025Q2: 33,953 shares; 2025Q3: 35,308 shares; 2025Q4: 33,732 shares; 2026Q1: 32,173 shares 32,173 $2.08M 0.05% -1,559 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: 11,017 shares; 2024Q4: 11,144 shares; 2025Q1: 11,477 shares; 2025Q2: 10,838 shares; 2025Q3: 9,488 shares; 2025Q4: 18,851 shares; 2026Q1: 15,393 shares 15,393 $2.05M 0.05% -3,458 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES 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: 27,847 shares 27,847 $2M 0.05% new 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: 2,860 shares; 2024Q4: 3,033 shares; 2025Q1: 3,174 shares; 2025Q2: 6,562 shares; 2025Q3: 6,583 shares; 2025Q4: 7,151 shares; 2026Q1: 8,417 shares 8,417 $2M 0.05% +1,266 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,933 shares; 2024Q4: 30,527 shares; 2025Q1: 21,946 shares; 2025Q2: 21,976 shares; 2025Q3: 21,996 shares; 2025Q4: 21,865 shares; 2026Q1: 21,350 shares 21,350 $1.97M 0.05% -515 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: 5,126 shares; 2024Q4: 6,189 shares; 2025Q1: 8,923 shares; 2025Q2: 8,546 shares; 2025Q3: 15,758 shares; 2025Q4: 19,655 shares; 2026Q1: 23,536 shares 23,536 $1.97M 0.05% +3,881 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: 2,969 shares; 2024Q4: 3,734 shares; 2025Q1: 8,144 shares; 2025Q2: 10,897 shares; 2025Q3: 14,172 shares; 2025Q4: 16,480 shares; 2026Q1: 26,649 shares 26,649 $1.96M 0.05% +10,169 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: 23,524 shares; 2024Q4: 22,150 shares; 2025Q1: 22,719 shares; 2025Q2: 26,430 shares; 2025Q3: 35,352 shares; 2025Q4: 36,598 shares; 2026Q1: 41,338 shares 41,338 $1.94M 0.05% +4,740 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,077 shares; 2024Q4: 34,788 shares; 2025Q1: 41,236 shares; 2025Q2: 40,797 shares; 2025Q3: 42,509 shares; 2025Q4: 42,487 shares; 2026Q1: 41,990 shares 41,990 $1.93M 0.05% -497 Timeline PSFF 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: not reported; 2024Q4: 61,911 shares; 2025Q1: 63,153 shares; 2025Q2: 64,772 shares; 2025Q3: 66,716 shares; 2025Q4: 63,338 shares; 2026Q1: 60,142 shares 60,142 $1.93M 0.05% -3,196 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 13,438 shares; 2025Q2: 13,438 shares; 2025Q3: 13,438 shares; 2025Q4: 13,438 shares; 2026Q1: 47,713 shares 47,713 $1.91M 0.05% +34,275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,280 shares; 2026Q1: 16,519 shares 16,519 $1.9M 0.05% +1,239 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: not reported; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,113 shares; 2025Q4: 11,341 shares; 2026Q1: 54,853 shares 54,853 $1.89M 0.05% +43,512 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 12,711 shares; 2025Q1: 21,212 shares; 2025Q2: 21,826 shares; 2025Q3: 27,738 shares; 2025Q4: 27,306 shares; 2026Q1: 28,635 shares 28,635 $1.77M 0.05% +1,329 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: 239,794 shares; 2024Q4: 242,388 shares; 2025Q1: 248,251 shares; 2025Q2: 244,299 shares; 2025Q3: 11,581 shares; 2025Q4: 31,088 shares; 2026Q1: 28,752 shares 28,752 $1.76M 0.05% -2,336 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,838 shares; 2024Q4: 127,795 shares; 2025Q1: 39,720 shares; 2025Q2: 18,910 shares; 2025Q3: 17,444 shares; 2025Q4: 14,567 shares; 2026Q1: 11,926 shares 11,926 $1.74M 0.05% -2,641 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 375 shares; 2025Q3: 359 shares; 2025Q4: 1,924 shares; 2026Q1: 13,618 shares 13,618 $1.7M 0.04% +11,694 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,714 shares; 2024Q4: 30,773 shares; 2025Q1: 30,516 shares; 2025Q2: 30,106 shares; 2025Q3: 31,197 shares; 2025Q4: 31,749 shares; 2026Q1: 31,830 shares 31,830 $1.69M 0.04% +81 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: 9,882 shares; 2024Q4: 10,696 shares; 2025Q1: 11,069 shares; 2025Q2: 13,657 shares; 2025Q3: 19,434 shares; 2025Q4: 21,299 shares; 2026Q1: 24,587 shares 24,587 $1.69M 0.04% +3,288 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: 8,794 shares; 2024Q4: 8,421 shares; 2025Q1: 8,608 shares; 2025Q2: 10,813 shares; 2025Q3: 11,859 shares; 2025Q4: 13,179 shares; 2026Q1: 13,893 shares 13,893 $1.67M 0.04% +714 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,506 shares 5,506 $1.64M 0.04% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,504 shares; 2025Q2: 17,818 shares; 2025Q3: 26,038 shares; 2025Q4: 30,933 shares; 2026Q1: 56,799 shares 56,799 $1.63M 0.04% +25,866 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: 36,526 shares; 2024Q4: 51,577 shares; 2025Q1: 85,648 shares; 2025Q2: 89,201 shares; 2025Q3: 99,869 shares; 2025Q4: 40,492 shares; 2026Q1: 31,878 shares 31,878 $1.62M 0.04% -8,614 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: 856 shares; 2024Q4: 876 shares; 2025Q1: 1,480 shares; 2025Q2: 1,559 shares; 2025Q3: 2,631 shares; 2025Q4: 2,634 shares; 2026Q1: 2,276 shares 2,276 $1.61M 0.04% -358 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: 2,891 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,865 shares; 2025Q3: 2,982 shares; 2025Q4: 2,997 shares; 2026Q1: 2,803 shares 2,803 $1.58M 0.04% -194 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 717 shares; 2025Q1: 720 shares; 2025Q2: 18,536 shares; 2025Q3: 18,278 shares; 2025Q4: 18,644 shares; 2026Q1: 19,259 shares 19,259 $1.57M 0.04% +615 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: 5,019 shares; 2024Q4: 5,666 shares; 2025Q1: 5,637 shares; 2025Q2: 5,661 shares; 2025Q3: 5,528 shares; 2025Q4: 5,574 shares; 2026Q1: 5,199 shares 5,199 $1.57M 0.04% -375 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: 1,635 shares; 2024Q4: 4,260 shares; 2025Q1: 48,991 shares; 2025Q2: 48,872 shares; 2025Q3: 49,678 shares; 2025Q4: 47,636 shares; 2026Q1: 53,992 shares 53,992 $1.57M 0.04% +6,356 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: 861 shares; 2024Q4: 3,043 shares; 2025Q1: 1,068 shares; 2025Q2: 1,075 shares; 2025Q3: 6,250 shares; 2025Q4: 15,063 shares; 2026Q1: 28,185 shares 28,185 $1.56M 0.04% +13,122 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 5,649 shares; 2025Q2: 14,073 shares; 2025Q3: 31,472 shares; 2025Q4: 40,461 shares; 2026Q1: 40,061 shares 40,061 $1.54M 0.04% -400 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: 322,278 shares; 2024Q4: 328,020 shares; 2025Q1: 33,023 shares; 2025Q2: 33,471 shares; 2025Q3: 14,639 shares; 2025Q4: 14,978 shares; 2026Q1: 14,092 shares 14,092 $1.54M 0.04% -886 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,342 shares; 2024Q4: 94,975 shares; 2025Q1: 107,457 shares; 2025Q2: 73,909 shares; 2025Q3: 73,273 shares; 2025Q4: 75,510 shares; 2026Q1: 79,746 shares 79,746 $1.53M 0.04% +4,236 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,203 shares; 2025Q4: 26,776 shares; 2026Q1: 30,065 shares 30,065 $1.51M 0.04% +3,289 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,298 shares; 2024Q4: 34,719 shares; 2025Q1: 35,869 shares; 2025Q2: 34,717 shares; 2025Q3: 35,077 shares; 2025Q4: 35,343 shares; 2026Q1: 35,767 shares 35,767 $1.51M 0.04% +424 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: 7,295 shares; 2024Q4: 7,298 shares; 2025Q1: 7,884 shares; 2025Q2: 7,904 shares; 2025Q3: 7,220 shares; 2025Q4: 7,213 shares; 2026Q1: 6,861 shares 6,861 $1.49M 0.04% -352 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: 10,944 shares; 2024Q4: 8,381 shares; 2025Q1: 4,735 shares; 2025Q2: 4,250 shares; 2025Q3: 4,827 shares; 2025Q4: 4,877 shares; 2026Q1: 6,861 shares 6,861 $1.49M 0.04% +1,984 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: 9,759 shares; 2024Q4: 7,211 shares; 2025Q1: 11,993 shares; 2025Q2: 11,978 shares; 2025Q3: 14,833 shares; 2025Q4: 15,169 shares; 2026Q1: 15,930 shares 15,930 $1.48M 0.04% +761 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,998 shares 19,998 $1.47M 0.04% new 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: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 11,657 shares; 2025Q4: 14,249 shares; 2026Q1: 48,227 shares 48,227 $1.47M 0.04% +33,978 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: 28,548 shares; 2024Q4: 28,206 shares; 2025Q1: 33,396 shares; 2025Q2: 8,875 shares; 2025Q3: 9,932 shares; 2025Q4: 9,934 shares; 2026Q1: 9,439 shares 9,439 $1.47M 0.04% -495 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,496 shares; 2024Q4: 52,250 shares; 2025Q1: 51,650 shares; 2025Q2: 51,871 shares; 2025Q3: 51,467 shares; 2025Q4: 51,219 shares; 2026Q1: 43,394 shares 43,394 $1.45M 0.04% -7,825 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,872 shares; 2025Q2: 3,873 shares; 2025Q3: 3,874 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares 3,876 $1.45M 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 8,057 shares; 2025Q1: 23,245 shares; 2025Q2: 23,931 shares; 2025Q3: 8,485 shares; 2025Q4: 10,341 shares; 2026Q1: 15,637 shares 15,637 $1.43M 0.04% +5,296 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: 8,332 shares; 2024Q4: 10,732 shares; 2025Q1: 9,172 shares; 2025Q2: 9,186 shares; 2025Q3: 8,987 shares; 2025Q4: 8,686 shares; 2026Q1: 8,602 shares 8,602 $1.42M 0.04% -84 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: 19,939 shares; 2024Q4: 47,444 shares; 2025Q1: 46,988 shares; 2025Q2: 50,675 shares; 2025Q3: 51,372 shares; 2025Q4: 51,752 shares; 2026Q1: 54,711 shares 54,711 $1.41M 0.04% +2,959 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: 15,650 shares; 2024Q4: 19,188 shares; 2025Q1: 28,647 shares; 2025Q2: 28,610 shares; 2025Q3: 32,241 shares; 2025Q4: 34,132 shares; 2026Q1: 35,064 shares 35,064 $1.38M 0.04% +932 Timeline EELV 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: 35,122 shares; 2024Q4: 38,359 shares; 2025Q1: 38,603 shares; 2025Q2: 37,998 shares; 2025Q3: 39,565 shares; 2025Q4: 39,519 shares; 2026Q1: 49,045 shares 49,045 $1.38M 0.04% +9,526 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,686 shares; 2025Q4: 36,051 shares; 2026Q1: 29,259 shares 29,259 $1.38M 0.04% -6,792 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: 47 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,213 shares 18,213 $1.37M 0.04% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 775 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 403 shares; 2026Q1: 29,276 shares 29,276 $1.35M 0.04% +28,873 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: 808 shares; 2024Q4: 988 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 24,680 shares; 2025Q4: 24,439 shares; 2026Q1: 23,536 shares 23,536 $1.34M 0.04% -903 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,977 shares; 2025Q1: 12,827 shares; 2025Q2: 15,515 shares; 2025Q3: 17,058 shares; 2025Q4: 18,982 shares; 2026Q1: 20,337 shares 20,337 $1.34M 0.04% +1,355 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 22,602 shares; 2025Q4: 24,728 shares; 2026Q1: 26,601 shares 26,601 $1.32M 0.03% +1,873 Timeline EFIV 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: 20,142 shares; 2024Q4: 19,962 shares; 2025Q1: 18,229 shares; 2025Q2: 19,445 shares; 2025Q3: 19,043 shares; 2025Q4: 19,394 shares; 2026Q1: 20,831 shares 20,831 $1.31M 0.03% +1,437 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,707 shares 9,707 $1.3M 0.03% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,546 shares; 2024Q4: 30,307 shares; 2025Q1: 30,442 shares; 2025Q2: 31,856 shares; 2025Q3: 32,227 shares; 2025Q4: 32,383 shares; 2026Q1: 77,566 shares 77,566 $1.3M 0.03% +45,183 Timeline PHO 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: 21,944 shares; 2024Q4: 21,678 shares; 2025Q1: 21,427 shares; 2025Q2: 21,494 shares; 2025Q3: 19,210 shares; 2025Q4: 19,191 shares; 2026Q1: 19,364 shares 19,364 $1.29M 0.03% +173 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 409 shares; 2025Q2: 467 shares; 2025Q3: 3,772 shares; 2025Q4: 8,248 shares; 2026Q1: 11,640 shares 11,640 $1.29M 0.03% +3,392 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 31,541 shares; 2026Q1: 31,541 shares 31,541 $1.29M 0.03% 0 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,732 shares; 2024Q4: 26,732 shares; 2025Q1: 33,999 shares; 2025Q2: 33,227 shares; 2025Q3: 33,227 shares; 2025Q4: 30,699 shares; 2026Q1: 30,817 shares 30,817 $1.29M 0.03% +118 Timeline PAYR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,579 shares; 2026Q1: 23,819 shares 23,819 $1.28M 0.03% +9,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,330 shares; 2025Q4: 12,777 shares; 2026Q1: 27,708 shares 27,708 $1.28M 0.03% +14,931 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 17,387 shares; 2025Q1: 16,962 shares; 2025Q2: 18,465 shares; 2025Q3: 18,824 shares; 2025Q4: 19,079 shares; 2026Q1: 26,194 shares 26,194 $1.27M 0.03% +7,115 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,466 shares; 2024Q4: 19,940 shares; 2025Q1: 17,379 shares; 2025Q2: 18,271 shares; 2025Q3: 18,975 shares; 2025Q4: 18,192 shares; 2026Q1: 19,226 shares 19,226 $1.25M 0.03% +1,034 Timeline PID 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: 20,357 shares; 2024Q4: 23,712 shares; 2025Q1: 42,712 shares; 2025Q2: 42,898 shares; 2025Q3: 56,494 shares; 2025Q4: 54,131 shares; 2026Q1: 55,906 shares 55,906 $1.24M 0.03% +1,775 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,418 shares; 2024Q4: 77,918 shares; 2025Q1: 77,178 shares; 2025Q2: 70,323 shares; 2025Q3: 54,383 shares; 2025Q4: 57,553 shares; 2026Q1: 57,583 shares 57,583 $1.24M 0.03% +30 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: 9,844 shares; 2024Q4: 13,357 shares; 2025Q1: 15,931 shares; 2025Q2: 15,687 shares; 2025Q3: 15,940 shares; 2025Q4: 15,040 shares; 2026Q1: 17,790 shares 17,790 $1.22M 0.03% +2,750 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: 6,115 shares; 2024Q4: 6,115 shares; 2025Q1: 7,215 shares; 2025Q2: 7,225 shares; 2025Q3: 7,666 shares; 2025Q4: 8,382 shares; 2026Q1: 10,319 shares 10,319 $1.19M 0.03% +1,937 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,374 shares; 2025Q1: 9,622 shares; 2025Q2: 10,831 shares; 2025Q3: 11,033 shares; 2025Q4: 13,498 shares; 2026Q1: 18,229 shares 18,229 $1.17M 0.03% +4,731 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,327 shares; 2025Q1: 9,819 shares; 2025Q2: 11,919 shares; 2025Q3: 12,764 shares; 2025Q4: 13,510 shares; 2026Q1: 14,121 shares 14,121 $1.15M 0.03% +611 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,532 shares; 2025Q2: 6,532 shares; 2025Q3: 6,557 shares; 2025Q4: 6,589 shares; 2026Q1: 4,589 shares 4,589 $1.15M 0.03% -2,000 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: 4,099 shares; 2024Q4: 3,998 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,825 shares 3,825 $1.14M 0.03% -155 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 23,346 shares 23,346 $1.14M 0.03% +21,254 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: 10,142 shares; 2024Q4: 10,156 shares; 2025Q1: 9,444 shares; 2025Q2: 9,031 shares; 2025Q3: 8,081 shares; 2025Q4: 7,860 shares; 2026Q1: 7,709 shares 7,709 $1.13M 0.03% -151 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,704 shares; 2024Q4: 50,814 shares; 2025Q1: 66,197 shares; 2025Q2: 70,064 shares; 2025Q3: 67,488 shares; 2025Q4: 60,772 shares; 2026Q1: 57,414 shares 57,414 $1.12M 0.03% -3,358 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 15,329 shares; 2025Q1: 13,639 shares; 2025Q2: 13,639 shares; 2025Q3: 13,639 shares; 2025Q4: 13,639 shares; 2026Q1: 13,639 shares 13,639 $1.11M 0.03% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,669 shares; 2025Q2: 1,085 shares; 2025Q3: 8,697 shares; 2025Q4: 16,770 shares; 2026Q1: 30,281 shares 30,281 $1.11M 0.03% +13,511 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: 10,735 shares; 2024Q4: 10,735 shares; 2025Q1: 10,735 shares; 2025Q2: 10,862 shares; 2025Q3: 10,862 shares; 2025Q4: 10,862 shares; 2026Q1: 10,862 shares 10,862 $1.1M 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,881 shares; 2025Q1: 3,855 shares; 2025Q2: 4,101 shares; 2025Q3: 5,089 shares; 2025Q4: 4,799 shares; 2026Q1: 4,795 shares 4,795 $1.1M 0.03% -4 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 11,219 shares; 2025Q1: 10,671 shares; 2025Q2: 9,941 shares; 2025Q3: 9,978 shares; 2025Q4: 8,394 shares; 2026Q1: 8,236 shares 8,236 $1.1M 0.03% -158 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: 1,524 shares; 2024Q4: 10,494 shares; 2025Q1: 19,281 shares; 2025Q2: 18,780 shares; 2025Q3: 24,825 shares; 2025Q4: 30,836 shares; 2026Q1: 30,836 shares 30,836 $1.09M 0.03% 0 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: 1,890 shares; 2024Q4: 1,861 shares; 2025Q1: 2,471 shares; 2025Q2: 2,475 shares; 2025Q3: 2,566 shares; 2025Q4: 2,563 shares; 2026Q1: 3,088 shares 3,088 $1.09M 0.03% +525 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: 7,656 shares; 2024Q4: 7,698 shares; 2025Q1: 8,939 shares; 2025Q2: 9,219 shares; 2025Q3: 9,031 shares; 2025Q4: 9,070 shares; 2026Q1: 7,415 shares 7,415 $1.08M 0.03% -1,655 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,019 shares 43,019 $1.07M 0.03% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 7,917 shares; 2025Q1: 8,747 shares; 2025Q2: 6,684 shares; 2025Q3: 5,195 shares; 2025Q4: 5,329 shares; 2026Q1: 19,269 shares 19,269 $1.06M 0.03% +13,940 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: 17,397 shares; 2024Q4: 17,627 shares; 2025Q1: 18,613 shares; 2025Q2: 18,664 shares; 2025Q3: 19,199 shares; 2025Q4: 19,872 shares; 2026Q1: 5,692 shares 5,692 $1.06M 0.03% -14,180 Timeline EVX 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: 4,305 shares; 2024Q4: 4,597 shares; 2025Q1: 22,825 shares; 2025Q2: 23,820 shares; 2025Q3: 23,875 shares; 2025Q4: 25,883 shares; 2026Q1: 27,079 shares 27,079 $1.05M 0.03% +1,196 Timeline MODL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 23,292 shares 23,292 $1.04M 0.03% +20,655 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: 955 shares; 2024Q4: 1,058 shares; 2025Q1: 1,037 shares; 2025Q2: 1,019 shares; 2025Q3: 1,038 shares; 2025Q4: 953 shares; 2026Q1: 769 shares 769 $1.01M 0.03% -184 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: 3,423 shares; 2024Q4: 3,423 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 4,723 shares; 2025Q4: 7,458 shares; 2026Q1: 7,458 shares 7,458 $1.01M 0.03% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 2,531 shares; 2025Q1: 5,693 shares; 2025Q2: 4,204 shares; 2025Q3: 5,851 shares; 2025Q4: 10,088 shares; 2026Q1: 8,806 shares 8,806 $1.01M 0.03% -1,282 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: 49,222 shares; 2024Q4: 49,649 shares; 2025Q1: 53,205 shares; 2025Q2: 53,074 shares; 2025Q3: 54,122 shares; 2025Q4: 51,731 shares; 2026Q1: 49,307 shares 49,307 $1.01M 0.03% -2,424 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: 55,259 shares; 2024Q4: 49,500 shares; 2025Q1: 53,115 shares; 2025Q2: 56,905 shares; 2025Q3: 55,831 shares; 2025Q4: 53,321 shares; 2026Q1: 50,555 shares 50,555 $992K 0.03% -2,766 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,789 shares; 2024Q4: 14,675 shares; 2025Q1: 15,845 shares; 2025Q2: 18,774 shares; 2025Q3: 19,736 shares; 2025Q4: 21,481 shares; 2026Q1: 22,164 shares 22,164 $967K 0.03% +683 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: 16,950 shares; 2024Q4: 15,045 shares; 2025Q1: 12,100 shares; 2025Q2: 12,126 shares; 2025Q3: 11,888 shares; 2025Q4: 11,705 shares; 2026Q1: 11,781 shares 11,781 $965K 0.03% +76 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 11,859 shares; 2025Q1: 11,672 shares; 2025Q2: 10,839 shares; 2025Q3: 11,033 shares; 2025Q4: 11,219 shares; 2026Q1: 12,107 shares 12,107 $953K 0.03% +888 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: 26,676 shares; 2024Q4: 27,658 shares; 2025Q1: 33,597 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares; 2026Q1: 33,980 shares 33,980 $951K 0.02% 0 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: 5,018 shares; 2024Q4: 5,444 shares; 2025Q1: 6,604 shares; 2025Q2: 6,815 shares; 2025Q3: 6,654 shares; 2025Q4: 6,767 shares; 2026Q1: 6,792 shares 6,792 $946K 0.02% +25 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,754 shares; 2026Q1: 37,300 shares 37,300 $939K 0.02% +3,546 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: 5,342 shares; 2024Q4: 5,165 shares; 2025Q1: 4,928 shares; 2025Q2: 4,601 shares; 2025Q3: 4,124 shares; 2025Q4: 5,776 shares; 2026Q1: 8,238 shares 8,238 $923K 0.02% +2,462 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 8,429 shares; 2025Q1: 7,094 shares; 2025Q2: 7,032 shares; 2025Q3: 23,935 shares; 2025Q4: 24,467 shares; 2026Q1: 22,269 shares 22,269 $914K 0.02% -2,198 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,079 shares; 2024Q4: 41,083 shares; 2025Q1: 44,908 shares; 2025Q2: 46,029 shares; 2025Q3: 47,098 shares; 2025Q4: 49,784 shares; 2026Q1: 48,941 shares 48,941 $913K 0.02% -843 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: 8,545 shares; 2024Q4: 8,535 shares; 2025Q1: 9,415 shares; 2025Q2: 9,667 shares; 2025Q3: 10,324 shares; 2025Q4: 10,228 shares; 2026Q1: 10,243 shares 10,243 $909K 0.02% +15 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 11,154 shares; 2025Q1: 11,185 shares; 2025Q2: 11,225 shares; 2025Q3: 13,934 shares; 2025Q4: 14,485 shares; 2026Q1: 14,506 shares 14,506 $904K 0.02% +21 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,722 shares; 2025Q2: 13,246 shares; 2025Q3: 18,970 shares; 2025Q4: 22,508 shares; 2026Q1: 17,958 shares 17,958 $900K 0.02% -4,550 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 19,833 shares; 2025Q2: 35,428 shares; 2025Q3: 39,864 shares; 2025Q4: 33,921 shares; 2026Q1: 33,921 shares 33,921 $891K 0.02% 0 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: 1,576 shares; 2024Q4: 2,055 shares; 2025Q1: 4,884 shares; 2025Q2: 7,457 shares; 2025Q3: 15,226 shares; 2025Q4: 15,197 shares; 2026Q1: 17,496 shares 17,496 $885K 0.02% +2,299 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: 2,802 shares; 2024Q4: 2,763 shares; 2025Q1: 4,060 shares; 2025Q2: 4,043 shares; 2025Q3: 2,602 shares; 2025Q4: 2,641 shares; 2026Q1: 2,360 shares 2,360 $877K 0.02% -281 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 5,181 shares; 2026Q1: 15,939 shares 15,939 $874K 0.02% +10,758 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: 16,648 shares; 2024Q4: 17,802 shares; 2025Q1: 19,664 shares; 2025Q2: 44,008 shares; 2025Q3: 23,962 shares; 2025Q4: 24,037 shares; 2026Q1: 4,801 shares 4,801 $871K 0.02% -19,236 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,475 shares; 2025Q1: 2,395 shares; 2025Q2: 2,385 shares; 2025Q3: 2,375 shares; 2025Q4: 2,155 shares; 2026Q1: 1,955 shares 1,955 $853K 0.02% -200 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,344 shares; 2025Q1: 12,300 shares; 2025Q2: 13,772 shares; 2025Q3: 14,177 shares; 2025Q4: 14,053 shares; 2026Q1: 17,914 shares 17,914 $852K 0.02% +3,861 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,115 shares; 2026Q1: 11,391 shares 11,391 $845K 0.02% +7,276 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,239 shares; 2024Q4: 25,239 shares; 2025Q1: 26,202 shares; 2025Q2: 26,202 shares; 2025Q3: 26,128 shares; 2025Q4: 23,306 shares; 2026Q1: 23,306 shares 23,306 $845K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 8,148 shares; 2025Q1: 8,148 shares; 2025Q2: 8,299 shares; 2025Q3: 8,439 shares; 2025Q4: 8,436 shares; 2026Q1: 8,446 shares 8,446 $843K 0.02% +10 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: 3,584 shares; 2024Q4: 3,590 shares; 2025Q1: 8,844 shares; 2025Q2: 8,849 shares; 2025Q3: 8,867 shares; 2025Q4: 17,827 shares; 2026Q1: 18,206 shares 18,206 $835K 0.02% +379 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: 2,836 shares; 2024Q4: 2,892 shares; 2025Q1: 3,570 shares; 2025Q2: 3,548 shares; 2025Q3: 3,846 shares; 2025Q4: 8,002 shares; 2026Q1: 7,605 shares 7,605 $829K 0.02% -397 Timeline EUSA 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: 8,086 shares; 2024Q4: 8,086 shares; 2025Q1: 8,086 shares; 2025Q2: 8,086 shares; 2025Q3: 8,086 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares 8,086 $824K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,258 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 4,522 shares; 2025Q4: 5,046 shares; 2026Q1: 5,301 shares 5,301 $824K 0.02% +255 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,925 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,690 shares; 2025Q4: 4,285 shares; 2026Q1: 3,830 shares 3,830 $808K 0.02% -455 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: 2,761 shares; 2024Q4: 2,792 shares; 2025Q1: 2,830 shares; 2025Q2: 2,786 shares; 2025Q3: 2,762 shares; 2025Q4: 2,944 shares; 2026Q1: 3,177 shares 3,177 $807K 0.02% +233 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 3,891 shares; 2025Q2: 6,865 shares; 2025Q3: 14,897 shares; 2025Q4: 21,397 shares; 2026Q1: 23,890 shares 23,890 $806K 0.02% +2,493 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 4,509 shares; 2025Q2: 6,342 shares; 2025Q3: 19,608 shares; 2025Q4: 19,815 shares; 2026Q1: 17,864 shares 17,864 $802K 0.02% -1,951 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares 3,429 $800K 0.02% 0 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: 16,975 shares; 2024Q4: 40,063 shares; 2025Q1: 19,470 shares; 2025Q2: 11,545 shares; 2025Q3: 23,274 shares; 2025Q4: 24,271 shares; 2026Q1: 28,436 shares 28,436 $792K 0.02% +4,165 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: 5,862 shares; 2024Q4: 5,703 shares; 2025Q1: 5,824 shares; 2025Q2: 4,763 shares; 2025Q3: 4,759 shares; 2025Q4: 4,973 shares; 2026Q1: 4,950 shares 4,950 $790K 0.02% -23 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: 3,895 shares; 2024Q4: 3,974 shares; 2025Q1: 7,582 shares; 2025Q2: 7,540 shares; 2025Q3: 7,628 shares; 2025Q4: 7,617 shares; 2026Q1: 7,103 shares 7,103 $784K 0.02% -514 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: 17,019 shares; 2026Q1: 14,791 shares 14,791 $782K 0.02% -2,228 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: 3,507 shares; 2024Q4: 3,922 shares; 2025Q1: 6,926 shares; 2025Q2: 6,840 shares; 2025Q3: 6,800 shares; 2025Q4: 6,664 shares; 2026Q1: 7,929 shares 7,929 $771K 0.02% +1,265 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: 266 shares; 2024Q4: 632 shares; 2025Q1: 742 shares; 2025Q2: 1,112 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 5,303 shares 5,303 $769K 0.02% +4,159 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,489 shares 18,489 $769K 0.02% new Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,013 shares; 2025Q4: 31,949 shares; 2026Q1: 39,157 shares 39,157 $767K 0.02% +7,208 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,382 shares; 2024Q4: 28,830 shares; 2025Q1: 29,495 shares; 2025Q2: 29,495 shares; 2025Q3: 29,489 shares; 2025Q4: 34,276 shares; 2026Q1: 34,663 shares 34,663 $759K 0.02% +387 Timeline QMMY 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: 24,011 shares; 2024Q4: 24,011 shares; 2025Q1: 29,605 shares; 2025Q2: 30,592 shares; 2025Q3: 32,443 shares; 2025Q4: 32,028 shares; 2026Q1: 30,464 shares 30,464 $757K 0.02% -1,564 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,472 shares; 2025Q1: 8,552 shares; 2025Q2: 8,552 shares; 2025Q3: 8,538 shares; 2025Q4: 8,613 shares; 2026Q1: 8,818 shares 8,818 $749K 0.02% +205 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 15,097 shares; 2025Q1: 12,499 shares; 2025Q2: 13,344 shares; 2025Q3: 13,929 shares; 2025Q4: 15,352 shares; 2026Q1: 16,424 shares 16,424 $747K 0.02% +1,072 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: 13,883 shares; 2024Q4: 13,425 shares; 2025Q1: 12,994 shares; 2025Q2: 12,969 shares; 2025Q3: 12,828 shares; 2025Q4: 11,465 shares; 2026Q1: 12,238 shares 12,238 $742K 0.02% +773 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,612 shares; 2025Q2: 1,619 shares; 2025Q3: 1,630 shares; 2025Q4: 7,835 shares; 2026Q1: 20,609 shares 20,609 $739K 0.02% +12,774 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,512 shares; 2024Q4: 30,051 shares; 2025Q1: 27,427 shares; 2025Q2: 27,427 shares; 2025Q3: 27,427 shares; 2025Q4: 27,427 shares; 2026Q1: 27,427 shares 27,427 $737K 0.02% 0 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,130 shares; 2025Q1: 14,249 shares; 2025Q2: 14,334 shares; 2025Q3: 22,615 shares; 2025Q4: 31,379 shares; 2026Q1: 33,418 shares 33,418 $725K 0.02% +2,039 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,128 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 2,271 shares; 2025Q4: 2,099 shares; 2026Q1: 1,989 shares 1,989 $723K 0.02% -110 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: 169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 1,813 shares; 2026Q1: 14,357 shares 14,357 $723K 0.02% +12,544 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 12,569 shares; 2025Q4: 18,329 shares; 2026Q1: 26,729 shares 26,729 $718K 0.02% +8,400 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,880 shares; 2025Q1: 2,755 shares; 2025Q2: 2,770 shares; 2025Q3: 2,830 shares; 2025Q4: 2,595 shares; 2026Q1: 2,090 shares 2,090 $716K 0.02% -505 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,743 shares; 2024Q4: 34,972 shares; 2025Q1: 40,165 shares; 2025Q2: 40,397 shares; 2025Q3: 33,940 shares; 2025Q4: 30,287 shares; 2026Q1: 30,359 shares 30,359 $704K 0.02% +72 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: 11,383 shares; 2024Q4: 11,199 shares; 2025Q1: 12,011 shares; 2025Q2: 11,397 shares; 2025Q3: 10,644 shares; 2025Q4: 7,808 shares; 2026Q1: 5,916 shares 5,916 $702K 0.02% -1,892 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,463 shares; 2025Q1: 1,501 shares; 2025Q2: 1,486 shares; 2025Q3: 1,639 shares; 2025Q4: 1,827 shares; 2026Q1: 1,825 shares 1,825 $700K 0.02% -2 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: 7,026 shares; 2024Q4: 19,150 shares; 2025Q1: 26,026 shares; 2025Q2: 27,673 shares; 2025Q3: 27,699 shares; 2025Q4: 27,770 shares; 2026Q1: 27,834 shares 27,834 $699K 0.02% +64 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: 786 shares; 2024Q4: 1,209 shares; 2025Q1: 2,536 shares; 2025Q2: 2,808 shares; 2025Q3: 2,794 shares; 2025Q4: 2,734 shares; 2026Q1: 2,776 shares 2,776 $688K 0.02% +42 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,337 shares; 2024Q4: 35,493 shares; 2025Q1: 33,588 shares; 2025Q2: 32,213 shares; 2025Q3: 31,121 shares; 2025Q4: 34,401 shares; 2026Q1: 34,194 shares 34,194 $686K 0.02% -207 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 13,930 shares; 2025Q1: 18,210 shares; 2025Q2: 18,226 shares; 2025Q3: 22,171 shares; 2025Q4: 17,658 shares; 2026Q1: 17,675 shares 17,675 $685K 0.02% +17 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: 1,876 shares; 2024Q4: 1,986 shares; 2025Q1: 3,287 shares; 2025Q2: 3,167 shares; 2025Q3: 3,181 shares; 2025Q4: 3,168 shares; 2026Q1: 3,200 shares 3,200 $684K 0.02% +32 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: not reported; 2024Q4: 7,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,350 shares; 2025Q3: 21,947 shares; 2025Q4: 24,625 shares; 2026Q1: 29,672 shares 29,672 $684K 0.02% +5,047 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: 1,767 shares; 2024Q4: 1,764 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,099 shares; 2026Q1: 2,075 shares 2,075 $679K 0.02% -24 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,130 shares; 2024Q4: 15,130 shares; 2025Q1: 22,168 shares; 2025Q2: 21,584 shares; 2025Q3: 21,197 shares; 2025Q4: 21,132 shares; 2026Q1: 21,132 shares 21,132 $677K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 1,938 shares; 2025Q1: 2,350 shares; 2025Q2: 2,345 shares; 2025Q3: 2,497 shares; 2025Q4: 3,109 shares; 2026Q1: 3,425 shares 3,425 $674K 0.02% +316 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: 2,927 shares; 2024Q4: 2,903 shares; 2025Q1: 2,838 shares; 2025Q2: 2,822 shares; 2025Q3: 2,791 shares; 2025Q4: 2,730 shares; 2026Q1: 2,725 shares 2,725 $673K 0.02% -5 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: 86 shares; 2024Q4: 13,532 shares; 2025Q1: 13,316 shares; 2025Q2: 12,898 shares; 2025Q3: 12,818 shares; 2025Q4: 13,129 shares; 2026Q1: 12,760 shares 12,760 $648K 0.02% -369 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: 3,002 shares; 2024Q4: 2,268 shares; 2025Q1: 2,394 shares; 2025Q2: 3,159 shares; 2025Q3: 2,811 shares; 2025Q4: 12,748 shares; 2026Q1: 12,729 shares 12,729 $647K 0.02% -19 Timeline QCOC 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: 21,429 shares; 2025Q1: 28,740 shares; 2025Q2: 28,740 shares; 2025Q3: 28,740 shares; 2025Q4: 28,740 shares; 2026Q1: 28,740 shares 28,740 $632K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 3,264 shares; 2025Q1: 3,455 shares; 2025Q2: 3,481 shares; 2025Q3: 3,540 shares; 2025Q4: 3,941 shares; 2026Q1: 3,920 shares 3,920 $629K 0.02% -21 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: 503 shares; 2024Q4: 463 shares; 2025Q1: 988 shares; 2025Q2: 954 shares; 2025Q3: 950 shares; 2025Q4: 1,692 shares; 2026Q1: 2,587 shares 2,587 $628K 0.02% +895 Timeline JHMU 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: 6,832 shares; 2024Q4: 6,863 shares; 2025Q1: 6,935 shares; 2025Q2: 6,971 shares; 2025Q3: 16,597 shares; 2025Q4: 21,395 shares; 2026Q1: 24,164 shares 24,164 $627K 0.02% +2,769 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares; 2026Q1: 4,070 shares 4,070 $622K 0.02% -993 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,391 shares; 2024Q4: 13,259 shares; 2025Q1: 10,649 shares; 2025Q2: 10,050 shares; 2025Q3: 9,118 shares; 2025Q4: 7,948 shares; 2026Q1: 6,846 shares 6,846 $614K 0.02% -1,102 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 2,617 shares; 2025Q1: 2,281 shares; 2025Q2: 3,089 shares; 2025Q3: 9,987 shares; 2025Q4: 14,554 shares; 2026Q1: 15,002 shares 15,002 $613K 0.02% +448 Timeline LCTU 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: 6,339 shares; 2024Q4: 7,623 shares; 2025Q1: 8,122 shares; 2025Q2: 8,486 shares; 2025Q3: 9,334 shares; 2025Q4: 9,546 shares; 2026Q1: 8,707 shares 8,707 $611K 0.02% -839 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 12,995 shares; 2025Q1: 13,970 shares; 2025Q2: 14,127 shares; 2025Q3: 14,381 shares; 2025Q4: 14,825 shares; 2026Q1: 3,075 shares 3,075 $609K 0.02% -11,750 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 11,255 shares; 2025Q1: 12,117 shares; 2025Q2: 13,022 shares; 2025Q3: 22,279 shares; 2025Q4: 25,713 shares; 2026Q1: 26,392 shares 26,392 $606K 0.02% +679 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 4,278 shares; 2025Q1: 4,407 shares; 2025Q2: 4,420 shares; 2025Q3: 5,562 shares; 2025Q4: 7,913 shares; 2026Q1: 5,945 shares 5,945 $605K 0.02% -1,968 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: 4,862 shares; 2024Q4: 5,683 shares; 2025Q1: 5,502 shares; 2025Q2: 5,330 shares; 2025Q3: 5,310 shares; 2025Q4: 5,153 shares; 2026Q1: 4,607 shares 4,607 $603K 0.02% -546 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,666 shares; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 30,612 shares; 2025Q4: 23,472 shares; 2026Q1: 23,472 shares 23,472 $601K 0.02% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,512 shares; 2025Q1: 10,533 shares; 2025Q2: 9,649 shares; 2025Q3: 9,707 shares; 2025Q4: 13,389 shares; 2026Q1: 13,406 shares 13,406 $599K 0.02% +17 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 436 shares; 2025Q3: 3,465 shares; 2025Q4: 5,498 shares; 2026Q1: 5,636 shares 5,636 $597K 0.02% +138 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,492 shares; 2025Q1: 1,550 shares; 2025Q2: 1,547 shares; 2025Q3: 1,525 shares; 2025Q4: 1,496 shares; 2026Q1: 1,519 shares 1,519 $593K 0.02% +23 Timeline GMAY 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: 12,040 shares; 2024Q4: 11,787 shares; 2025Q1: 15,236 shares; 2025Q2: 15,118 shares; 2025Q3: 16,010 shares; 2025Q4: 15,805 shares; 2026Q1: 14,378 shares 14,378 $590K 0.02% -1,427 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,488 shares; 2025Q1: 10,142 shares; 2025Q2: 5,557 shares; 2025Q3: 4,564 shares; 2025Q4: 4,074 shares; 2026Q1: 3,953 shares 3,953 $577K 0.02% -121 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: 241 shares; 2024Q4: 160 shares; 2025Q1: 303 shares; 2025Q2: 333 shares; 2025Q3: 373 shares; 2025Q4: 367 shares; 2026Q1: 821 shares 821 $573K 0.02% +454 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,141 shares; 2025Q1: 2,699 shares; 2025Q2: 3,616 shares; 2025Q3: 6,575 shares; 2025Q4: 9,966 shares; 2026Q1: 10,379 shares 10,379 $572K 0.02% +413 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: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,549 shares; 2025Q2: 1,912 shares; 2025Q3: 2,842 shares; 2025Q4: 4,243 shares; 2026Q1: 7,518 shares 7,518 $571K 0.02% +3,275 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,405 shares; 2024Q4: 11,403 shares; 2025Q1: 10,805 shares; 2025Q2: 10,723 shares; 2025Q3: 10,603 shares; 2025Q4: 10,926 shares; 2026Q1: 12,547 shares 12,547 $569K 0.01% +1,621 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: 46,515 shares; 2024Q4: 30,583 shares; 2025Q1: 27,557 shares; 2025Q2: 35,572 shares; 2025Q3: 36,172 shares; 2025Q4: 18,425 shares; 2026Q1: 19,590 shares 19,590 $568K 0.01% +1,165 Timeline SHM 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: 95,288 shares; 2024Q4: 99,015 shares; 2025Q1: 1,782 shares; 2025Q2: 4,972 shares; 2025Q3: 5,109 shares; 2025Q4: 10,586 shares; 2026Q1: 11,851 shares 11,851 $567K 0.01% +1,265 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: 3,514 shares; 2024Q4: 13,446 shares; 2025Q1: 14,677 shares; 2025Q2: 15,096 shares; 2025Q3: 15,910 shares; 2025Q4: 18,393 shares; 2026Q1: 18,496 shares 18,496 $564K 0.01% +103 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,424 shares; 2024Q4: 23,424 shares; 2025Q1: 25,890 shares; 2025Q2: 25,890 shares; 2025Q3: 24,862 shares; 2025Q4: 21,235 shares; 2026Q1: 20,937 shares 20,937 $563K 0.01% -298 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: 257 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 951 shares; 2025Q3: 3,396 shares; 2025Q4: 2,970 shares; 2026Q1: 3,230 shares 3,230 $559K 0.01% +260 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: 2,301 shares; 2024Q4: 2,249 shares; 2025Q1: 2,198 shares; 2025Q2: 2,206 shares; 2025Q3: 2,148 shares; 2025Q4: 2,214 shares; 2026Q1: 2,242 shares 2,242 $557K 0.01% +28 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: 912 shares; 2024Q4: 893 shares; 2025Q1: 1,077 shares; 2025Q2: 1,154 shares; 2025Q3: 1,497 shares; 2025Q4: 1,491 shares; 2026Q1: 1,291 shares 1,291 $556K 0.01% -200 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: 21,031 shares; 2024Q4: 17,275 shares; 2025Q1: 9,686 shares; 2025Q2: 6,429 shares; 2025Q3: 10,317 shares; 2025Q4: 10,887 shares; 2026Q1: 11,318 shares 11,318 $553K 0.01% +431 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: 1,529 shares; 2024Q4: 1,675 shares; 2025Q1: 3,361 shares; 2025Q2: 3,364 shares; 2025Q3: 2,943 shares; 2025Q4: 5,351 shares; 2026Q1: 5,864 shares 5,864 $552K 0.01% +513 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 7,015 shares; 2026Q1: 12,335 shares 12,335 $552K 0.01% +5,320 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 17,445 shares; 2025Q1: 17,517 shares; 2025Q2: 17,650 shares; 2025Q3: 16,449 shares; 2025Q4: 2,246 shares; 2026Q1: 2,241 shares 2,241 $544K 0.01% -5 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: 722 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 654 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 600 shares 600 $538K 0.01% -53 Timeline QWLD 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: 3,858 shares; 2024Q4: 3,718 shares; 2025Q1: 3,718 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares 3,758 $538K 0.01% 0 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 10,291 shares 10,291 $535K 0.01% +9,843 Timeline DWX 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: 4,695 shares; 2024Q4: 5,408 shares; 2025Q1: 12,486 shares; 2025Q2: 12,506 shares; 2025Q3: 12,086 shares; 2025Q4: 11,666 shares; 2026Q1: 11,688 shares 11,688 $533K 0.01% +22 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: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 1,361 shares; 2026Q1: 18,157 shares 18,157 $533K 0.01% +16,796 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: 11,590 shares; 2024Q4: 12,047 shares; 2025Q1: 10,927 shares; 2025Q2: 10,943 shares; 2025Q3: 11,300 shares; 2025Q4: 11,386 shares; 2026Q1: 11,313 shares 11,313 $532K 0.01% -73 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: 526 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 4,207 shares 4,207 $531K 0.01% +3,773 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,712 shares; 2025Q4: 20,712 shares; 2026Q1: 20,712 shares 20,712 $530K 0.01% 0 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: 2,049 shares; 2024Q4: 2,408 shares; 2025Q1: 2,412 shares; 2025Q2: 2,379 shares; 2025Q3: 2,384 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $523K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,317 shares; 2025Q1: 3,198 shares; 2025Q2: 3,596 shares; 2025Q3: 4,121 shares; 2025Q4: 4,221 shares; 2026Q1: 4,388 shares 4,388 $521K 0.01% +167 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,107 shares; 2025Q1: 4,222 shares; 2025Q2: 4,226 shares; 2025Q3: 4,246 shares; 2025Q4: 4,298 shares; 2026Q1: 4,865 shares 4,865 $518K 0.01% +567 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,734 shares; 2024Q4: 30,228 shares; 2025Q1: 28,491 shares; 2025Q2: 28,515 shares; 2025Q3: 25,861 shares; 2025Q4: 25,861 shares; 2026Q1: 11,539 shares 11,539 $515K 0.01% -14,322 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 7,311 shares; 2025Q1: 5,827 shares; 2025Q2: 7,718 shares; 2025Q3: 7,735 shares; 2025Q4: 9,080 shares; 2026Q1: 8,889 shares 8,889 $513K 0.01% -191 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: 1,443 shares; 2024Q4: 2,249 shares; 2025Q1: 3,944 shares; 2025Q2: 2,184 shares; 2025Q3: 3,010 shares; 2025Q4: 5,708 shares; 2026Q1: 4,459 shares 4,459 $512K 0.01% -1,249 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: 2,179 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 11,438 shares; 2025Q4: 12,795 shares; 2026Q1: 17,116 shares 17,116 $512K 0.01% +4,321 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 17,963 shares; 2025Q2: 17,678 shares; 2025Q3: 17,678 shares; 2025Q4: 16,889 shares; 2026Q1: 16,889 shares 16,889 $505K 0.01% 0 Timeline RSMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,068 shares; 2025Q3: 19,075 shares; 2025Q4: 19,075 shares; 2026Q1: 22,452 shares 22,452 $498K 0.01% +3,377 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: 9,374 shares; 2024Q4: 9,398 shares; 2025Q1: 9,105 shares; 2025Q2: 7,289 shares; 2025Q3: 7,302 shares; 2025Q4: 5,641 shares; 2026Q1: 5,652 shares 5,652 $496K 0.01% +11 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: 3,239 shares; 2024Q4: 3,248 shares; 2025Q1: 3,165 shares; 2025Q2: 2,821 shares; 2025Q3: 2,788 shares; 2025Q4: 2,770 shares; 2026Q1: 2,538 shares 2,538 $493K 0.01% -232 Timeline GJAN 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: 13,177 shares; 2024Q4: 12,215 shares; 2025Q1: 11,896 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares; 2026Q1: 11,642 shares 11,642 $488K 0.01% -206 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 5,084 shares; 2025Q4: 5,120 shares; 2026Q1: 5,904 shares 5,904 $487K 0.01% +784 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,743 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 2,756 shares; 2025Q4: 2,650 shares; 2026Q1: 2,461 shares 2,461 $487K 0.01% -189 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,197 shares; 2025Q3: 7,262 shares; 2025Q4: 5,987 shares; 2026Q1: 10,402 shares 10,402 $484K 0.01% +4,415 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,157 shares; 2025Q1: 2,227 shares; 2025Q2: 2,142 shares; 2025Q3: 2,180 shares; 2025Q4: 2,413 shares; 2026Q1: 2,341 shares 2,341 $482K 0.01% -72 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: 1,292 shares; 2024Q4: 1,567 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 3,705 shares; 2025Q4: 3,384 shares; 2026Q1: 3,393 shares 3,393 $479K 0.01% +9 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,777 shares; 2026Q1: 15,787 shares 15,787 $476K 0.01% +9,010 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 4,386 shares; 2025Q4: 9,004 shares; 2026Q1: 17,411 shares 17,411 $474K 0.01% +8,407 Timeline CALAMOS ETF TR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,827 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 17,361 shares; 2025Q4: 17,361 shares; 2026Q1: 17,361 shares 17,361 $472K 0.01% 0 PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 10,954 shares; 2025Q3: 10,954 shares; 2025Q4: 10,954 shares; 2026Q1: 10,954 shares 10,954 $468K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 9,178 shares; 2025Q4: 9,163 shares; 2026Q1: 9,179 shares 9,179 $466K 0.01% +16 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: 997 shares; 2024Q4: 997 shares; 2025Q1: 32,435 shares; 2025Q2: 31,269 shares; 2025Q3: 32,230 shares; 2025Q4: 31,977 shares; 2026Q1: 18,797 shares 18,797 $466K 0.01% -13,180 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,665 shares; 2024Q4: 69,665 shares; 2025Q1: 67,825 shares; 2025Q2: 67,675 shares; 2025Q3: 67,855 shares; 2025Q4: 67,255 shares; 2026Q1: 66,245 shares 66,245 $465K 0.01% -1,010 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 14,673 shares; 2025Q4: 14,673 shares; 2026Q1: 17,488 shares 17,488 $464K 0.01% +2,815 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: 1,995 shares; 2024Q4: 2,344 shares; 2025Q1: 2,452 shares; 2025Q2: 2,413 shares; 2025Q3: 2,429 shares; 2025Q4: 2,584 shares; 2026Q1: 3,142 shares 3,142 $461K 0.01% +558 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: 1,344 shares; 2024Q4: 1,324 shares; 2025Q1: 1,520 shares; 2025Q2: 1,387 shares; 2025Q3: 1,400 shares; 2025Q4: 1,375 shares; 2026Q1: 1,384 shares 1,384 $455K 0.01% +9 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,915 shares; 2024Q4: 251,258 shares; 2025Q1: 264,887 shares; 2025Q2: 292,692 shares; 2025Q3: 16,851 shares; 2025Q4: 17,090 shares; 2026Q1: 15,840 shares 15,840 $454K 0.01% -1,250 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,905 shares; 2026Q1: 3,917 shares 3,917 $452K 0.01% +12 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,800 shares 2,800 $451K 0.01% +300 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,521 shares; 2025Q1: 1,518 shares; 2025Q2: 1,818 shares; 2025Q3: 1,942 shares; 2025Q4: 2,271 shares; 2026Q1: 3,044 shares 3,044 $445K 0.01% +773 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 9,262 shares; 2025Q1: 12,947 shares; 2025Q2: 12,881 shares; 2025Q3: 16,636 shares; 2025Q4: 16,729 shares; 2026Q1: 17,817 shares 17,817 $444K 0.01% +1,088 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,541 shares; 2025Q1: 10,104 shares; 2025Q2: 10,064 shares; 2025Q3: 9,408 shares; 2025Q4: 9,722 shares; 2026Q1: 9,903 shares 9,903 $444K 0.01% +181 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 11,497 shares; 2025Q1: 16,410 shares; 2025Q2: 16,410 shares; 2025Q3: 16,410 shares; 2025Q4: 16,410 shares; 2026Q1: 16,410 shares 16,410 $442K 0.01% 0 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 10,584 shares 10,584 $440K 0.01% +9,244 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,956 shares; 2025Q1: 11,366 shares; 2025Q2: 14,091 shares; 2025Q3: 18,815 shares; 2025Q4: 18,945 shares; 2026Q1: 19,014 shares 19,014 $439K 0.01% +69 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,137 shares; 2025Q1: 5,932 shares; 2025Q2: 6,637 shares; 2025Q3: 6,614 shares; 2025Q4: 7,020 shares; 2026Q1: 9,583 shares 9,583 $439K 0.01% +2,563 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,540 shares; 2025Q4: 8,517 shares; 2026Q1: 14,681 shares 14,681 $438K 0.01% +6,164 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,880 shares; 2025Q1: 4,826 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares; 2026Q1: 4,659 shares 4,659 $433K 0.01% -114 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: 5,597 shares; 2024Q4: 6,700 shares; 2025Q1: 6,630 shares; 2025Q2: 6,555 shares; 2025Q3: 6,585 shares; 2025Q4: 6,613 shares; 2026Q1: 6,389 shares 6,389 $422K 0.01% -224 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: 673 shares; 2024Q4: 781 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 834 shares; 2025Q4: 774 shares; 2026Q1: 776 shares 776 $418K 0.01% +2 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: 5,286 shares; 2024Q4: 5,197 shares; 2025Q1: 5,347 shares; 2025Q2: 5,322 shares; 2025Q3: 5,409 shares; 2025Q4: 8,152 shares; 2026Q1: 7,906 shares 7,906 $415K 0.01% -246 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 13,846 shares; 2025Q1: 20,195 shares; 2025Q2: 20,710 shares; 2025Q3: 25,709 shares; 2025Q4: 35,829 shares; 2026Q1: 37,367 shares 37,367 $412K 0.01% +1,538 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,397 shares; 2025Q1: 6,478 shares; 2025Q2: 6,478 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares; 2026Q1: 6,623 shares 6,623 $410K 0.01% -28 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: 21,232 shares; 2024Q4: 24,656 shares; 2025Q1: 20,917 shares; 2025Q2: 20,803 shares; 2025Q3: 22,905 shares; 2025Q4: 15,620 shares; 2026Q1: 14,574 shares 14,574 $409K 0.01% -1,046 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 8,832 shares; 2025Q4: 11,479 shares; 2026Q1: 12,341 shares 12,341 $409K 0.01% +862 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: 1,186 shares; 2024Q4: 1,693 shares; 2025Q1: 4,607 shares; 2025Q2: 5,852 shares; 2025Q3: 5,860 shares; 2025Q4: 5,863 shares; 2026Q1: 8,267 shares 8,267 $408K 0.01% +2,404 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: 128 shares; 2024Q4: 122 shares; 2025Q1: 1,880 shares; 2025Q2: 1,937 shares; 2025Q3: 2,033 shares; 2025Q4: 1,965 shares; 2026Q1: 1,981 shares 1,981 $407K 0.01% +16 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,939 shares; 2025Q1: 3,176 shares; 2025Q2: 3,280 shares; 2025Q3: 3,619 shares; 2025Q4: 3,689 shares; 2026Q1: 3,313 shares 3,313 $402K 0.01% -376 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 397 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 605 shares; 2025Q4: 522 shares; 2026Q1: 520 shares 520 $402K 0.01% -2 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,249 shares; 2024Q4: 17,222 shares; 2025Q1: 18,195 shares; 2025Q2: 18,195 shares; 2025Q3: 18,195 shares; 2025Q4: 17,918 shares; 2026Q1: 9,295 shares 9,295 $401K 0.01% -8,623 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 2,797 shares; 2025Q2: 2,798 shares; 2025Q3: 4,214 shares; 2025Q4: 4,996 shares; 2026Q1: 6,371 shares 6,371 $399K 0.01% +1,375 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,305 shares 14,305 $398K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 13,036 shares; 2025Q1: 19,555 shares; 2025Q2: 20,110 shares; 2025Q3: 24,464 shares; 2025Q4: 31,652 shares; 2026Q1: 32,953 shares 32,953 $397K 0.01% +1,301 Timeline BSJU 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: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 15,479 shares 15,479 $396K 0.01% +11,329 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: 3,240 shares; 2024Q4: 3,999 shares; 2025Q1: 4,003 shares; 2025Q2: 4,007 shares; 2025Q3: 3,974 shares; 2025Q4: 4,342 shares; 2026Q1: 4,961 shares 4,961 $395K 0.01% +619 Timeline