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: 240,017 shares; 2024Q4: 235,476 shares; 2025Q1: 247,806 shares; 2025Q2: 252,148 shares; 2025Q3: 259,610 shares; 2025Q4: 266,263 shares; 2026Q1: 279,303 shares 279,303 $183M 4.08% +13,040 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: 331,041 shares; 2024Q4: 337,185 shares; 2025Q1: 355,235 shares; 2025Q2: 360,503 shares; 2025Q3: 379,803 shares; 2025Q4: 386,482 shares; 2026Q1: 1,616,123 shares 1,616,123 $124M 2.77% +1,229,641 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: 505,547 shares; 2024Q4: 508,376 shares; 2025Q1: 510,979 shares; 2025Q2: 542,975 shares; 2025Q3: 552,621 shares; 2025Q4: 548,367 shares; 2026Q1: 565,843 shares 565,843 $115M 2.56% +17,476 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998,001 shares; 2024Q4: 1,014,132 shares; 2025Q1: 1,053,480 shares; 2025Q2: 1,081,221 shares; 2025Q3: 1,089,188 shares; 2025Q4: 1,086,999 shares; 2026Q1: 1,105,861 shares 1,105,861 $85.8M 1.92% +18,862 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: 241,004 shares; 2024Q4: 254,537 shares; 2025Q1: 258,532 shares; 2025Q2: 265,692 shares; 2025Q3: 282,044 shares; 2025Q4: 294,046 shares; 2026Q1: 301,461 shares 301,461 $82.4M 1.84% +7,415 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: 1,937,043 shares; 2024Q4: 1,988,283 shares; 2025Q1: 2,002,619 shares; 2025Q2: 2,002,738 shares; 2025Q3: 2,038,356 shares; 2025Q4: 2,046,751 shares; 2026Q1: 2,066,758 shares 2,066,758 $78M 1.74% +20,007 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: 150,117 shares; 2024Q4: 139,410 shares; 2025Q1: 148,917 shares; 2025Q2: 148,302 shares; 2025Q3: 147,488 shares; 2025Q4: 148,649 shares; 2026Q1: 904,369 shares 904,369 $75.1M 1.68% +755,720 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: 166,634 shares; 2024Q4: 160,952 shares; 2025Q1: 160,117 shares; 2025Q2: 160,096 shares; 2025Q3: 158,107 shares; 2025Q4: 156,234 shares; 2026Q1: 158,667 shares 158,667 $73.8M 1.65% +2,433 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: 3,220,289 shares; 2024Q4: 3,287,145 shares; 2025Q1: 3,279,899 shares; 2025Q2: 3,277,148 shares; 2025Q3: 3,339,506 shares; 2025Q4: 3,383,649 shares; 2026Q1: 3,434,858 shares 3,434,858 $65.5M 1.46% +51,209 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: 924,341 shares; 2024Q4: 873,933 shares; 2025Q1: 902,019 shares; 2025Q2: 898,676 shares; 2025Q3: 905,814 shares; 2025Q4: 912,621 shares; 2026Q1: 894,279 shares 894,279 $65M 1.45% -18,342 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: 92,018 shares; 2024Q4: 105,099 shares; 2025Q1: 112,248 shares; 2025Q2: 116,793 shares; 2025Q3: 121,408 shares; 2025Q4: 122,695 shares; 2026Q1: 132,466 shares 132,466 $57.3M 1.28% +9,771 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: 86,115 shares; 2024Q4: 84,818 shares; 2025Q1: 82,828 shares; 2025Q2: 82,514 shares; 2025Q3: 76,246 shares; 2025Q4: 76,931 shares; 2026Q1: 78,150 shares 78,150 $55.6M 1.24% +1,219 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: 538,046 shares; 2024Q4: 564,580 shares; 2025Q1: 606,403 shares; 2025Q2: 621,980 shares; 2025Q3: 652,443 shares; 2025Q4: 667,600 shares; 2026Q1: 681,445 shares 681,445 $52.5M 1.17% +13,845 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: 136,109 shares; 2024Q4: 141,711 shares; 2025Q1: 148,052 shares; 2025Q2: 151,140 shares; 2025Q3: 160,937 shares; 2025Q4: 172,254 shares; 2026Q1: 182,750 shares 182,750 $52M 1.16% +10,496 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330,681 shares; 2024Q4: 1,385,656 shares; 2025Q1: 1,466,650 shares; 2025Q2: 1,507,013 shares; 2025Q3: 1,630,767 shares; 2025Q4: 1,735,246 shares; 2026Q1: 1,835,007 shares 1,835,007 $51.5M 1.15% +99,761 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: 55,696 shares; 2024Q4: 56,927 shares; 2025Q1: 60,688 shares; 2025Q2: 59,917 shares; 2025Q3: 60,794 shares; 2025Q4: 65,257 shares; 2026Q1: 67,153 shares 67,153 $48M 1.07% +1,896 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253,676 shares; 2024Q4: 1,500,148 shares; 2025Q1: 1,640,244 shares; 2025Q2: 1,552,512 shares; 2025Q3: 1,385,894 shares; 2025Q4: 1,356,567 shares; 2026Q1: 1,276,156 shares 1,276,156 $46.7M 1.05% -80,411 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: 72,285 shares; 2024Q4: 122,381 shares; 2025Q1: 84,875 shares; 2025Q2: 90,712 shares; 2025Q3: 104,972 shares; 2025Q4: 116,165 shares; 2026Q1: 127,824 shares 127,824 $44.9M 1% +11,659 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,950 shares; 2024Q4: 980,802 shares; 2025Q1: 1,005,284 shares; 2025Q2: 1,038,957 shares; 2025Q3: 1,060,150 shares; 2025Q4: 1,065,577 shares; 2026Q1: 1,092,697 shares 1,092,697 $42.8M 0.96% +27,120 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,124 shares; 2024Q4: 268,107 shares; 2025Q1: 269,033 shares; 2025Q2: 267,140 shares; 2025Q3: 265,321 shares; 2025Q4: 263,342 shares; 2026Q1: 255,119 shares 255,119 $39.7M 0.89% -8,223 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: 120,101 shares; 2024Q4: 127,571 shares; 2025Q1: 126,671 shares; 2025Q2: 130,731 shares; 2025Q3: 134,174 shares; 2025Q4: 142,942 shares; 2026Q1: 154,119 shares 154,119 $39.4M 0.88% +11,177 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,374 shares; 2024Q4: 952,316 shares; 2025Q1: 923,974 shares; 2025Q2: 923,376 shares; 2025Q3: 881,293 shares; 2025Q4: 862,871 shares; 2026Q1: 897,015 shares 897,015 $37.8M 0.84% +34,144 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,663 shares; 2024Q4: 654,216 shares; 2025Q1: 726,877 shares; 2025Q2: 780,586 shares; 2025Q3: 858,778 shares; 2025Q4: 951,922 shares; 2026Q1: 1,016,853 shares 1,016,853 $34.3M 0.77% +64,931 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,565 shares; 2024Q4: 44,343 shares; 2025Q1: 44,380 shares; 2025Q2: 44,902 shares; 2025Q3: 44,747 shares; 2025Q4: 45,582 shares; 2026Q1: 45,646 shares 45,646 $30.3M 0.68% +64 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: 434,950 shares; 2024Q4: 470,148 shares; 2025Q1: 499,086 shares; 2025Q2: 485,256 shares; 2025Q3: 492,789 shares; 2025Q4: 518,662 shares; 2026Q1: 569,762 shares 569,762 $30M 0.67% +51,100 Timeline AVLV 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: 290,000 shares; 2024Q4: 314,439 shares; 2025Q1: 327,396 shares; 2025Q2: 323,762 shares; 2025Q3: 339,702 shares; 2025Q4: 340,014 shares; 2026Q1: 346,993 shares 346,993 $29.7M 0.66% +6,979 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: 83,338 shares; 2024Q4: 82,549 shares; 2025Q1: 83,653 shares; 2025Q2: 84,731 shares; 2025Q3: 86,675 shares; 2025Q4: 87,232 shares; 2026Q1: 93,677 shares 93,677 $29.3M 0.66% +6,445 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: 178,729 shares; 2024Q4: 208,621 shares; 2025Q1: 213,584 shares; 2025Q2: 217,317 shares; 2025Q3: 219,148 shares; 2025Q4: 221,116 shares; 2026Q1: 224,085 shares 224,085 $29.1M 0.65% +2,969 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: 63,801 shares; 2024Q4: 66,071 shares; 2025Q1: 72,892 shares; 2025Q2: 76,995 shares; 2025Q3: 77,671 shares; 2025Q4: 78,777 shares; 2026Q1: 83,884 shares 83,884 $28.5M 0.64% +5,107 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,449 shares; 2024Q4: 486,257 shares; 2025Q1: 471,522 shares; 2025Q2: 479,620 shares; 2025Q3: 486,899 shares; 2025Q4: 479,604 shares; 2026Q1: 486,668 shares 486,668 $27.1M 0.61% +7,064 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: 33,938 shares; 2024Q4: 34,013 shares; 2025Q1: 37,211 shares; 2025Q2: 37,662 shares; 2025Q3: 37,690 shares; 2025Q4: 40,012 shares; 2026Q1: 41,090 shares 41,090 $26.9M 0.6% +1,078 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: 57,324 shares; 2024Q4: 84,232 shares; 2025Q1: 82,336 shares; 2025Q2: 76,065 shares; 2025Q3: 73,337 shares; 2025Q4: 76,155 shares; 2026Q1: 79,616 shares 79,616 $26.9M 0.6% +3,461 Timeline AVUS 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: 193,627 shares; 2024Q4: 204,861 shares; 2025Q1: 215,682 shares; 2025Q2: 220,386 shares; 2025Q3: 216,024 shares; 2025Q4: 218,141 shares; 2026Q1: 222,642 shares 222,642 $26.9M 0.6% +4,501 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: 527,638 shares; 2024Q4: 564,830 shares; 2025Q1: 898,662 shares; 2025Q2: 928,831 shares; 2025Q3: 951,935 shares; 2025Q4: 966,352 shares; 2026Q1: 969,307 shares 969,307 $26.6M 0.6% +2,955 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: 456,738 shares; 2024Q4: 488,433 shares; 2025Q1: 581,232 shares; 2025Q2: 623,632 shares; 2025Q3: 693,471 shares; 2025Q4: 764,320 shares; 2026Q1: 821,213 shares 821,213 $26.5M 0.59% +56,893 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: 490,097 shares; 2024Q4: 464,191 shares; 2025Q1: 507,039 shares; 2025Q2: 529,986 shares; 2025Q3: 563,787 shares; 2025Q4: 592,456 shares; 2026Q1: 633,761 shares 633,761 $25.9M 0.58% +41,305 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: 187,332 shares; 2024Q4: 194,490 shares; 2025Q1: 214,715 shares; 2025Q2: 214,637 shares; 2025Q3: 222,680 shares; 2025Q4: 219,548 shares; 2026Q1: 217,672 shares 217,672 $25.7M 0.58% -1,876 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,003 shares; 2024Q4: 328,175 shares; 2025Q1: 139,655 shares; 2025Q2: 188,555 shares; 2025Q3: 194,825 shares; 2025Q4: 195,548 shares; 2026Q1: 255,434 shares 255,434 $25.6M 0.57% +59,886 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: 120,523 shares; 2024Q4: 118,936 shares; 2025Q1: 120,964 shares; 2025Q2: 120,897 shares; 2025Q3: 120,964 shares; 2025Q4: 119,698 shares; 2026Q1: 125,560 shares 125,560 $25.5M 0.57% +5,862 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,819 shares; 2024Q4: 727,955 shares; 2025Q1: 704,793 shares; 2025Q2: 669,643 shares; 2025Q3: 663,324 shares; 2025Q4: 644,660 shares; 2026Q1: 643,051 shares 643,051 $23.4M 0.52% -1,609 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,191 shares; 2024Q4: 83,852 shares; 2025Q1: 77,685 shares; 2025Q2: 76,174 shares; 2025Q3: 76,099 shares; 2025Q4: 76,386 shares; 2026Q1: 76,227 shares 76,227 $23.1M 0.52% -159 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,570 shares; 2024Q4: 444,221 shares; 2025Q1: 499,121 shares; 2025Q2: 529,286 shares; 2025Q3: 553,018 shares; 2025Q4: 582,498 shares; 2026Q1: 604,385 shares 604,385 $22.5M 0.5% +21,887 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: 11,218 shares; 2024Q4: 11,416 shares; 2025Q1: 11,408 shares; 2025Q2: 12,869 shares; 2025Q3: 30,221 shares; 2025Q4: 31,833 shares; 2026Q1: 32,915 shares 32,915 $22.2M 0.5% +1,082 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: 274,548 shares; 2024Q4: 270,781 shares; 2025Q1: 277,664 shares; 2025Q2: 273,177 shares; 2025Q3: 267,535 shares; 2025Q4: 261,638 shares; 2026Q1: 253,322 shares 253,322 $21.8M 0.49% -8,316 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: 5,235 shares; 2024Q4: 223,862 shares; 2025Q1: 262,280 shares; 2025Q2: 295,314 shares; 2025Q3: 320,756 shares; 2025Q4: 362,648 shares; 2026Q1: 372,946 shares 372,946 $21.4M 0.48% +10,298 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,464 shares; 2024Q4: 245,745 shares; 2025Q1: 238,053 shares; 2025Q2: 237,090 shares; 2025Q3: 232,914 shares; 2025Q4: 236,527 shares; 2026Q1: 237,729 shares 237,729 $21.3M 0.48% +1,202 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: 139,441 shares; 2024Q4: 143,027 shares; 2025Q1: 152,684 shares; 2025Q2: 151,744 shares; 2025Q3: 151,185 shares; 2025Q4: 152,921 shares; 2026Q1: 157,122 shares 157,122 $21.3M 0.48% +4,201 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491,622 shares; 2024Q4: 506,442 shares; 2025Q1: 502,340 shares; 2025Q2: 513,144 shares; 2025Q3: 542,265 shares; 2025Q4: 554,711 shares; 2026Q1: 572,540 shares 572,540 $21.3M 0.48% +17,829 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,744 shares; 2024Q4: 303,637 shares; 2025Q1: 398,343 shares; 2025Q2: 447,866 shares; 2025Q3: 515,495 shares; 2025Q4: 505,089 shares; 2026Q1: 409,458 shares 409,458 $20.8M 0.46% -95,631 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: 18,528 shares; 2024Q4: 18,897 shares; 2025Q1: 21,211 shares; 2025Q2: 21,322 shares; 2025Q3: 21,242 shares; 2025Q4: 21,404 shares; 2026Q1: 21,974 shares 21,974 $20.2M 0.45% +570 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: 334,956 shares; 2024Q4: 327,979 shares; 2025Q1: 312,567 shares; 2025Q2: 309,060 shares; 2025Q3: 306,236 shares; 2025Q4: 299,417 shares; 2026Q1: 279,287 shares 279,287 $19.9M 0.44% -20,130 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,630 shares; 2024Q4: 256,369 shares; 2025Q1: 290,942 shares; 2025Q2: 289,422 shares; 2025Q3: 429,805 shares; 2025Q4: 422,444 shares; 2026Q1: 408,338 shares 408,338 $18.9M 0.42% -14,106 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: 14,245 shares; 2024Q4: 15,641 shares; 2025Q1: 17,060 shares; 2025Q2: 19,884 shares; 2025Q3: 23,702 shares; 2025Q4: 26,289 shares; 2026Q1: 44,459 shares 44,459 $18.8M 0.42% +18,170 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,100 shares; 2024Q4: 325,345 shares; 2025Q1: 358,841 shares; 2025Q2: 377,883 shares; 2025Q3: 382,747 shares; 2025Q4: 410,406 shares; 2026Q1: 430,624 shares 430,624 $18.3M 0.41% +20,218 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,596 shares; 2024Q4: 83,360 shares; 2025Q1: 89,183 shares; 2025Q2: 89,990 shares; 2025Q3: 93,626 shares; 2025Q4: 95,372 shares; 2026Q1: 99,610 shares 99,610 $18M 0.4% +4,238 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: 746,264 shares; 2024Q4: 732,796 shares; 2025Q1: 679,533 shares; 2025Q2: 642,674 shares; 2025Q3: 630,692 shares; 2025Q4: 612,523 shares; 2026Q1: 553,531 shares 553,531 $17.6M 0.39% -58,992 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,961 shares; 2024Q4: 127,828 shares; 2025Q1: 155,368 shares; 2025Q2: 171,601 shares; 2025Q3: 190,906 shares; 2025Q4: 200,015 shares; 2026Q1: 210,052 shares 210,052 $17.6M 0.39% +10,037 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,474 shares; 2024Q4: 542,463 shares; 2025Q1: 530,853 shares; 2025Q2: 526,959 shares; 2025Q3: 510,713 shares; 2025Q4: 492,770 shares; 2026Q1: 486,383 shares 486,383 $17.5M 0.39% -6,387 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: 81,881 shares; 2024Q4: 82,422 shares; 2025Q1: 83,022 shares; 2025Q2: 83,409 shares; 2025Q3: 85,902 shares; 2025Q4: 87,092 shares; 2026Q1: 89,943 shares 89,943 $17.3M 0.39% +2,851 Timeline FDM 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: 185,700 shares; 2024Q4: 187,715 shares; 2025Q1: 191,012 shares; 2025Q2: 190,698 shares; 2025Q3: 191,324 shares; 2025Q4: 190,478 shares; 2026Q1: 192,065 shares 192,065 $16.8M 0.38% +1,587 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: 199,485 shares; 2024Q4: 207,363 shares; 2025Q1: 213,794 shares; 2025Q2: 186,588 shares; 2025Q3: 203,219 shares; 2025Q4: 242,492 shares; 2026Q1: 300,750 shares 300,750 $16.1M 0.36% +58,258 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: 48,141 shares; 2024Q4: 47,245 shares; 2025Q1: 91,518 shares; 2025Q2: 91,658 shares; 2025Q3: 85,085 shares; 2025Q4: 90,062 shares; 2026Q1: 96,599 shares 96,599 $15.1M 0.34% +6,537 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,328 shares; 2024Q4: 358,142 shares; 2025Q1: 339,243 shares; 2025Q2: 333,735 shares; 2025Q3: 343,666 shares; 2025Q4: 343,402 shares; 2026Q1: 333,381 shares 333,381 $14.9M 0.33% -10,021 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: 314,564 shares; 2024Q4: 335,230 shares; 2025Q1: 367,535 shares; 2025Q2: 399,933 shares; 2025Q3: 453,290 shares; 2025Q4: 481,092 shares; 2026Q1: 535,880 shares 535,880 $14.1M 0.32% +54,788 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,965 shares; 2024Q4: 383,282 shares; 2025Q1: 394,604 shares; 2025Q2: 396,169 shares; 2025Q3: 411,215 shares; 2025Q4: 391,347 shares; 2026Q1: 373,652 shares 373,652 $14M 0.31% -17,695 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 8,532 shares; 2025Q1: 10,044 shares; 2025Q2: 107,504 shares; 2025Q3: 119,096 shares; 2025Q4: 144,392 shares; 2026Q1: 174,038 shares 174,038 $13.5M 0.3% +29,646 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: 60,973 shares; 2024Q4: 60,705 shares; 2025Q1: 67,926 shares; 2025Q2: 71,485 shares; 2025Q3: 95,747 shares; 2025Q4: 127,529 shares; 2026Q1: 264,935 shares 264,935 $13.2M 0.29% +137,406 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: 148,626 shares; 2024Q4: 191,598 shares; 2025Q1: 187,997 shares; 2025Q2: 139,593 shares; 2025Q3: 143,308 shares; 2025Q4: 175,388 shares; 2026Q1: 176,906 shares 176,906 $13.1M 0.29% +1,518 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,313 shares; 2025Q3: 76,140 shares; 2025Q4: 96,409 shares; 2026Q1: 98,727 shares 98,727 $12.7M 0.28% +2,318 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: 382,375 shares; 2024Q4: 399,580 shares; 2025Q1: 459,067 shares; 2025Q2: 470,634 shares; 2025Q3: 492,986 shares; 2025Q4: 489,917 shares; 2026Q1: 510,491 shares 510,491 $12.7M 0.28% +20,574 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: 260,666 shares; 2024Q4: 280,153 shares; 2025Q1: 295,707 shares; 2025Q2: 317,729 shares; 2025Q3: 344,277 shares; 2025Q4: 358,920 shares; 2026Q1: 383,506 shares 383,506 $12.6M 0.28% +24,586 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 9,366 shares; 2025Q1: 16,469 shares; 2025Q2: 18,152 shares; 2025Q3: 19,664 shares; 2025Q4: 20,794 shares; 2026Q1: 25,521 shares 25,521 $12.4M 0.28% +4,727 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: 53,633 shares; 2024Q4: 53,637 shares; 2025Q1: 53,642 shares; 2025Q2: 53,650 shares; 2025Q3: 53,692 shares; 2025Q4: 53,689 shares; 2026Q1: 53,749 shares 53,749 $12.2M 0.27% +60 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: 30,691 shares; 2024Q4: 34,890 shares; 2025Q1: 38,842 shares; 2025Q2: 52,521 shares; 2025Q3: 51,873 shares; 2025Q4: 51,655 shares; 2026Q1: 58,582 shares 58,582 $11.7M 0.26% +6,927 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 6,489 shares; 2025Q1: 7,675 shares; 2025Q2: 8,535 shares; 2025Q3: 8,574 shares; 2025Q4: 9,286 shares; 2026Q1: 10,180 shares 10,180 $11.5M 0.26% +894 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: 43,292 shares; 2024Q4: 42,360 shares; 2025Q1: 40,258 shares; 2025Q2: 40,339 shares; 2025Q3: 41,168 shares; 2025Q4: 41,119 shares; 2026Q1: 40,975 shares 40,975 $11.3M 0.25% -144 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: 37,289 shares; 2024Q4: 35,550 shares; 2025Q1: 36,696 shares; 2025Q2: 37,932 shares; 2025Q3: 37,774 shares; 2025Q4: 36,649 shares; 2026Q1: 36,310 shares 36,310 $11.3M 0.25% -339 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,027 shares; 2024Q4: 507,374 shares; 2025Q1: 538,042 shares; 2025Q2: 564,302 shares; 2025Q3: 571,957 shares; 2025Q4: 575,641 shares; 2026Q1: 575,626 shares 575,626 $11M 0.25% -15 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,361 shares; 2025Q4: 243,452 shares; 2026Q1: 372,401 shares 372,401 $10.6M 0.24% +128,949 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,685 shares; 2025Q2: 33,092 shares; 2025Q3: 105,050 shares; 2025Q4: 122,816 shares; 2026Q1: 140,664 shares 140,664 $10.4M 0.23% +17,848 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,359 shares; 2024Q4: 47,693 shares; 2025Q1: 45,292 shares; 2025Q2: 45,592 shares; 2025Q3: 45,216 shares; 2025Q4: 45,176 shares; 2026Q1: 43,314 shares 43,314 $10.3M 0.23% -1,862 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: 81,994 shares; 2024Q4: 83,470 shares; 2025Q1: 87,554 shares; 2025Q2: 89,205 shares; 2025Q3: 92,277 shares; 2025Q4: 102,119 shares; 2026Q1: 107,332 shares 107,332 $10.3M 0.23% +5,213 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: 102,978 shares; 2024Q4: 116,352 shares; 2025Q1: 116,258 shares; 2025Q2: 83,332 shares; 2025Q3: 83,015 shares; 2025Q4: 94,763 shares; 2026Q1: 102,028 shares 102,028 $10.2M 0.23% +7,265 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904,114 shares; 2024Q4: 921,417 shares; 2025Q1: 984,289 shares; 2025Q2: 1,030,744 shares; 2025Q3: 1,037,324 shares; 2025Q4: 1,050,961 shares; 2026Q1: 1,064,177 shares 1,064,177 $10.2M 0.23% +13,216 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: 63,489 shares; 2024Q4: 64,685 shares; 2025Q1: 65,280 shares; 2025Q2: 65,426 shares; 2025Q3: 64,841 shares; 2025Q4: 65,151 shares; 2026Q1: 67,118 shares 67,118 $10M 0.22% +1,967 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,796 shares; 2024Q4: 198,428 shares; 2025Q1: 200,993 shares; 2025Q2: 200,549 shares; 2025Q3: 201,755 shares; 2025Q4: 202,300 shares; 2026Q1: 203,464 shares 203,464 $10M 0.22% +1,164 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: 32,406 shares; 2024Q4: 32,346 shares; 2025Q1: 32,101 shares; 2025Q2: 32,965 shares; 2025Q3: 35,308 shares; 2025Q4: 35,481 shares; 2026Q1: 35,453 shares 35,453 $9.8M 0.22% -28 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: 109,071 shares; 2024Q4: 107,495 shares; 2025Q1: 109,285 shares; 2025Q2: 105,237 shares; 2025Q3: 103,895 shares; 2025Q4: 100,672 shares; 2026Q1: 102,403 shares 102,403 $9.75M 0.22% +1,731 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 89,051 shares; 2025Q1: 88,432 shares; 2025Q2: 88,528 shares; 2025Q3: 88,363 shares; 2025Q4: 88,089 shares; 2026Q1: 88,042 shares 88,042 $9.73M 0.22% -47 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: 69,524 shares; 2025Q1: 70,237 shares; 2025Q2: 69,615 shares; 2025Q3: 71,596 shares; 2025Q4: 71,341 shares; 2026Q1: 72,627 shares 72,627 $9.57M 0.21% +1,286 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: 83,694 shares; 2024Q4: 83,065 shares; 2025Q1: 82,915 shares; 2025Q2: 84,983 shares; 2025Q3: 88,193 shares; 2025Q4: 85,588 shares; 2026Q1: 90,673 shares 90,673 $9.25M 0.21% +5,085 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: 4,667 shares; 2024Q4: 5,435 shares; 2025Q1: 5,637 shares; 2025Q2: 5,975 shares; 2025Q3: 7,842 shares; 2025Q4: 7,758 shares; 2026Q1: 9,206 shares 9,206 $9.24M 0.21% +1,448 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,836 shares; 2024Q4: 418,000 shares; 2025Q1: 424,155 shares; 2025Q2: 432,383 shares; 2025Q3: 433,173 shares; 2025Q4: 448,940 shares; 2026Q1: 438,083 shares 438,083 $9.17M 0.21% -10,857 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,854 shares; 2024Q4: 61,858 shares; 2025Q1: 87,906 shares; 2025Q2: 96,155 shares; 2025Q3: 103,513 shares; 2025Q4: 102,958 shares; 2026Q1: 108,248 shares 108,248 $9.16M 0.2% +5,290 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: 24,752 shares; 2024Q4: 63,540 shares; 2025Q1: 71,290 shares; 2025Q2: 68,124 shares; 2025Q3: 70,806 shares; 2025Q4: 75,270 shares; 2026Q1: 86,283 shares 86,283 $9.14M 0.2% +11,013 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: 37,713 shares; 2024Q4: 40,198 shares; 2025Q1: 51,436 shares; 2025Q2: 56,512 shares; 2025Q3: 67,330 shares; 2025Q4: 66,717 shares; 2026Q1: 68,072 shares 68,072 $8.85M 0.2% +1,355 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: 15,269 shares; 2024Q4: 15,321 shares; 2025Q1: 35,512 shares; 2025Q2: 36,099 shares; 2025Q3: 37,589 shares; 2025Q4: 40,989 shares; 2026Q1: 38,312 shares 38,312 $8.7M 0.19% -2,677 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,012 shares; 2024Q4: 396,747 shares; 2025Q1: 411,160 shares; 2025Q2: 422,228 shares; 2025Q3: 462,025 shares; 2025Q4: 464,884 shares; 2026Q1: 472,233 shares 472,233 $8.56M 0.19% +7,349 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,681 shares; 2024Q4: 135,612 shares; 2025Q1: 148,626 shares; 2025Q2: 156,277 shares; 2025Q3: 162,149 shares; 2025Q4: 167,331 shares; 2026Q1: 176,834 shares 176,834 $8.48M 0.19% +9,503 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,675 shares; 2024Q4: 27,025 shares; 2025Q1: 26,345 shares; 2025Q2: 26,403 shares; 2025Q3: 26,318 shares; 2025Q4: 26,202 shares; 2026Q1: 29,553 shares 29,553 $8.44M 0.19% +3,351 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: 111,782 shares; 2024Q4: 109,545 shares; 2025Q1: 126,159 shares; 2025Q2: 116,922 shares; 2025Q3: 117,072 shares; 2025Q4: 120,351 shares; 2026Q1: 123,456 shares 123,456 $8.44M 0.19% +3,105 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: 71,430 shares; 2024Q4: 71,075 shares; 2025Q1: 67,754 shares; 2025Q2: 67,222 shares; 2025Q3: 66,804 shares; 2025Q4: 66,889 shares; 2026Q1: 65,296 shares 65,296 $8.35M 0.19% -1,593 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,909 shares; 2024Q4: 60,268 shares; 2025Q1: 60,216 shares; 2025Q2: 59,810 shares; 2025Q3: 59,944 shares; 2025Q4: 58,809 shares; 2026Q1: 60,065 shares 60,065 $8.26M 0.18% +1,256 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: 18,414 shares; 2024Q4: 18,910 shares; 2025Q1: 20,151 shares; 2025Q2: 20,530 shares; 2025Q3: 21,631 shares; 2025Q4: 25,249 shares; 2026Q1: 27,221 shares 27,221 $8.17M 0.18% +1,972 Timeline QFLR 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: 97,218 shares; 2024Q4: 148,932 shares; 2025Q1: 222,895 shares; 2025Q2: 202,740 shares; 2025Q3: 212,581 shares; 2025Q4: 242,412 shares; 2026Q1: 234,429 shares 234,429 $8.14M 0.18% -7,983 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: 75,979 shares; 2024Q4: 84,099 shares; 2025Q1: 106,461 shares; 2025Q2: 110,268 shares; 2025Q3: 122,176 shares; 2025Q4: 124,908 shares; 2026Q1: 127,760 shares 127,760 $8.14M 0.18% +2,852 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,347 shares; 2024Q4: 88,254 shares; 2025Q1: 85,458 shares; 2025Q2: 85,470 shares; 2025Q3: 87,761 shares; 2025Q4: 87,197 shares; 2026Q1: 87,598 shares 87,598 $7.82M 0.17% +401 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: 48,946 shares; 2024Q4: 50,697 shares; 2025Q1: 56,301 shares; 2025Q2: 62,758 shares; 2025Q3: 68,691 shares; 2025Q4: 70,524 shares; 2026Q1: 74,312 shares 74,312 $7.74M 0.17% +3,788 Timeline DFVX 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: 79,069 shares; 2024Q4: 81,109 shares; 2025Q1: 83,942 shares; 2025Q2: 86,730 shares; 2025Q3: 88,678 shares; 2025Q4: 91,421 shares; 2026Q1: 95,059 shares 95,059 $7.55M 0.17% +3,638 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: 78,926 shares; 2024Q4: 624,391 shares; 2025Q1: 495,020 shares; 2025Q2: 407,064 shares; 2025Q3: 239,483 shares; 2025Q4: 239,861 shares; 2026Q1: 239,027 shares 239,027 $7.41M 0.17% -834 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: 16,595 shares; 2024Q4: 15,090 shares; 2025Q1: 16,896 shares; 2025Q2: 17,379 shares; 2025Q3: 18,192 shares; 2025Q4: 18,006 shares; 2026Q1: 18,959 shares 18,959 $7.35M 0.16% +953 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,694 shares; 2024Q4: 193,200 shares; 2025Q1: 172,136 shares; 2025Q2: 175,535 shares; 2025Q3: 177,481 shares; 2025Q4: 177,933 shares; 2026Q1: 178,851 shares 178,851 $7.35M 0.16% +918 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: 29,789 shares; 2024Q4: 29,580 shares; 2025Q1: 31,787 shares; 2025Q2: 31,209 shares; 2025Q3: 31,215 shares; 2025Q4: 30,847 shares; 2026Q1: 31,427 shares 31,427 $7.27M 0.16% +580 Timeline CSD 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: 62,753 shares; 2024Q4: 62,576 shares; 2025Q1: 62,478 shares; 2025Q2: 62,205 shares; 2025Q3: 60,747 shares; 2025Q4: 57,133 shares; 2026Q1: 56,931 shares 56,931 $7.26M 0.16% -202 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: 27,980 shares; 2024Q4: 27,210 shares; 2025Q1: 28,692 shares; 2025Q2: 28,558 shares; 2025Q3: 28,383 shares; 2025Q4: 28,149 shares; 2026Q1: 29,063 shares 29,063 $7.25M 0.16% +914 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,879 shares; 2024Q4: 56,929 shares; 2025Q1: 56,125 shares; 2025Q2: 55,784 shares; 2025Q3: 55,409 shares; 2025Q4: 54,873 shares; 2026Q1: 54,831 shares 54,831 $7.1M 0.16% -42 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,076 shares; 2024Q4: 41,719 shares; 2025Q1: 43,703 shares; 2025Q2: 44,704 shares; 2025Q3: 45,993 shares; 2025Q4: 43,295 shares; 2026Q1: 41,261 shares 41,261 $6.96M 0.16% -2,034 Timeline EBI 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: 111,290 shares; 2025Q2: 111,311 shares; 2025Q3: 111,311 shares; 2025Q4: 111,311 shares; 2026Q1: 111,311 shares 111,311 $6.89M 0.15% 0 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: 56,471 shares; 2024Q4: 41,967 shares; 2025Q1: 42,277 shares; 2025Q2: 42,119 shares; 2025Q3: 42,069 shares; 2025Q4: 43,046 shares; 2026Q1: 42,941 shares 42,941 $6.85M 0.15% -105 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: 16,872 shares; 2024Q4: 16,655 shares; 2025Q1: 17,032 shares; 2025Q2: 17,033 shares; 2025Q3: 14,291 shares; 2025Q4: 14,930 shares; 2026Q1: 16,863 shares 16,863 $6.83M 0.15% +1,933 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: 28,490 shares; 2024Q4: 28,455 shares; 2025Q1: 55,577 shares; 2025Q2: 61,845 shares; 2025Q3: 64,902 shares; 2025Q4: 64,486 shares; 2026Q1: 65,290 shares 65,290 $6.78M 0.15% +804 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: not reported; 2024Q4: not reported; 2025Q1: 51,498 shares; 2025Q2: 87,027 shares; 2025Q3: 94,927 shares; 2025Q4: 105,038 shares; 2026Q1: 113,119 shares 113,119 $6.66M 0.15% +8,081 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: 135,686 shares; 2024Q4: 138,340 shares; 2025Q1: 145,044 shares; 2025Q2: 142,021 shares; 2025Q3: 123,044 shares; 2025Q4: 115,661 shares; 2026Q1: 103,375 shares 103,375 $6.51M 0.15% -12,286 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: 151,855 shares; 2024Q4: 151,844 shares; 2025Q1: 155,660 shares; 2025Q2: 150,820 shares; 2025Q3: 149,458 shares; 2025Q4: 138,333 shares; 2026Q1: 140,031 shares 140,031 $6.31M 0.14% +1,698 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: 14,154 shares; 2024Q4: 16,853 shares; 2025Q1: 16,760 shares; 2025Q2: 18,336 shares; 2025Q3: 19,760 shares; 2025Q4: 19,811 shares; 2026Q1: 22,678 shares 22,678 $6.27M 0.14% +2,867 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 25,632 shares; 2025Q1: 25,256 shares; 2025Q2: 25,653 shares; 2025Q3: 25,690 shares; 2025Q4: 25,240 shares; 2026Q1: 24,327 shares 24,327 $6.26M 0.14% -913 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,511 shares; 2024Q4: 546,958 shares; 2025Q1: 570,924 shares; 2025Q2: 588,652 shares; 2025Q3: 575,279 shares; 2025Q4: 548,082 shares; 2026Q1: 538,745 shares 538,745 $6.25M 0.14% -9,337 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,472 shares; 2024Q4: 788,849 shares; 2025Q1: 788,963 shares; 2025Q2: 784,377 shares; 2025Q3: 716,004 shares; 2025Q4: 707,830 shares; 2026Q1: 683,151 shares 683,151 $6.24M 0.14% -24,679 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: 17,436 shares; 2024Q4: 18,536 shares; 2025Q1: 20,658 shares; 2025Q2: 22,557 shares; 2025Q3: 23,348 shares; 2025Q4: 24,170 shares; 2026Q1: 27,399 shares 27,399 $6.19M 0.14% +3,229 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 38,044 shares; 2025Q1: 41,865 shares; 2025Q2: 42,262 shares; 2025Q3: 44,101 shares; 2025Q4: 46,819 shares; 2026Q1: 47,908 shares 47,908 $6.18M 0.14% +1,089 Timeline AVIV 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: 100,962 shares; 2024Q4: 106,093 shares; 2025Q1: 95,488 shares; 2025Q2: 95,044 shares; 2025Q3: 84,365 shares; 2025Q4: 80,642 shares; 2026Q1: 79,638 shares 79,638 $6.18M 0.14% -1,004 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: 46,305 shares; 2024Q4: 44,983 shares; 2025Q1: 45,894 shares; 2025Q2: 46,657 shares; 2025Q3: 47,545 shares; 2025Q4: 46,462 shares; 2026Q1: 48,749 shares 48,749 $6.11M 0.14% +2,287 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: 15,680 shares; 2024Q4: 19,699 shares; 2025Q1: 21,546 shares; 2025Q2: 21,600 shares; 2025Q3: 21,280 shares; 2025Q4: 22,942 shares; 2026Q1: 24,103 shares 24,103 $6.07M 0.14% +1,161 Timeline DIHP 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: 149,885 shares; 2024Q4: 154,550 shares; 2025Q1: 164,017 shares; 2025Q2: 168,825 shares; 2025Q3: 171,639 shares; 2025Q4: 174,595 shares; 2026Q1: 178,931 shares 178,931 $6.02M 0.13% +4,336 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: 19,300 shares; 2024Q4: 19,633 shares; 2025Q1: 20,655 shares; 2025Q2: 21,401 shares; 2025Q3: 24,891 shares; 2025Q4: 29,062 shares; 2026Q1: 31,969 shares 31,969 $5.99M 0.13% +2,907 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 81,499 shares; 2025Q3: 80,941 shares; 2025Q4: 65,614 shares; 2026Q1: 66,415 shares 66,415 $5.98M 0.13% +801 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,606 shares; 2024Q4: 12,804 shares; 2025Q1: 13,084 shares; 2025Q2: 13,055 shares; 2025Q3: 13,126 shares; 2025Q4: 15,270 shares; 2026Q1: 15,274 shares 15,274 $5.95M 0.13% +4 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,447 shares; 2024Q4: 468,422 shares; 2025Q1: 556,507 shares; 2025Q2: 601,768 shares; 2025Q3: 622,048 shares; 2025Q4: 585,709 shares; 2026Q1: 599,507 shares 599,507 $5.95M 0.13% +13,798 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: 104,480 shares; 2024Q4: 128,834 shares; 2025Q1: 116,078 shares; 2025Q2: 120,815 shares; 2025Q3: 122,064 shares; 2025Q4: 114,132 shares; 2026Q1: 115,862 shares 115,862 $5.86M 0.13% +1,730 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: 72,801 shares; 2024Q4: 77,288 shares; 2025Q1: 64,237 shares; 2025Q2: 63,295 shares; 2025Q3: 56,964 shares; 2025Q4: 55,752 shares; 2026Q1: 55,610 shares 55,610 $5.86M 0.13% -142 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,630 shares; 2024Q4: 17,858 shares; 2025Q1: 16,749 shares; 2025Q2: 17,539 shares; 2025Q3: 17,878 shares; 2025Q4: 17,761 shares; 2026Q1: 17,396 shares 17,396 $5.86M 0.13% -365 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,920 shares; 2025Q3: 65,776 shares; 2025Q4: 65,076 shares; 2026Q1: 65,388 shares 65,388 $5.83M 0.13% +312 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: 16,106 shares; 2024Q4: 16,320 shares; 2025Q1: 17,530 shares; 2025Q2: 17,393 shares; 2025Q3: 17,419 shares; 2025Q4: 35,429 shares; 2026Q1: 36,571 shares 36,571 $5.78M 0.13% +1,142 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,000 shares; 2026Q1: 180,972 shares 180,972 $5.7M 0.13% +18,972 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: 32,219 shares; 2024Q4: 35,695 shares; 2025Q1: 38,138 shares; 2025Q2: 66,735 shares; 2025Q3: 65,582 shares; 2025Q4: 64,380 shares; 2026Q1: 61,782 shares 61,782 $5.67M 0.13% -2,598 Timeline DFAR 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: 187,972 shares; 2024Q4: 193,519 shares; 2025Q1: 195,128 shares; 2025Q2: 199,596 shares; 2025Q3: 201,714 shares; 2025Q4: 213,268 shares; 2026Q1: 218,658 shares 218,658 $5.5M 0.12% +5,390 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: 36,880 shares; 2024Q4: 39,271 shares; 2025Q1: 46,998 shares; 2025Q2: 48,575 shares; 2025Q3: 54,427 shares; 2025Q4: 57,297 shares; 2026Q1: 60,547 shares 60,547 $5.5M 0.12% +3,250 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,770 shares; 2024Q4: 32,122 shares; 2025Q1: 62,539 shares; 2025Q2: 62,567 shares; 2025Q3: 61,773 shares; 2025Q4: 61,529 shares; 2026Q1: 61,798 shares 61,798 $5.48M 0.12% +269 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: 51,918 shares; 2024Q4: 55,368 shares; 2025Q1: 58,249 shares; 2025Q2: 60,957 shares; 2025Q3: 67,055 shares; 2025Q4: 66,008 shares; 2026Q1: 80,236 shares 80,236 $5.42M 0.12% +14,228 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: 33,423 shares; 2024Q4: 33,475 shares; 2025Q1: 33,774 shares; 2025Q2: 33,453 shares; 2025Q3: 34,810 shares; 2025Q4: 34,349 shares; 2026Q1: 37,952 shares 37,952 $5.42M 0.12% +3,603 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: 78,219 shares; 2024Q4: 82,827 shares; 2025Q1: 71,776 shares; 2025Q2: 70,539 shares; 2025Q3: 60,944 shares; 2025Q4: 60,235 shares; 2026Q1: 60,302 shares 60,302 $5.42M 0.12% +67 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: 76,090 shares; 2025Q4: 156,268 shares; 2026Q1: 200,078 shares 200,078 $5.38M 0.12% +43,810 Timeline DEHP 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: 128,072 shares; 2024Q4: 130,554 shares; 2025Q1: 134,577 shares; 2025Q2: 136,103 shares; 2025Q3: 137,269 shares; 2025Q4: 136,942 shares; 2026Q1: 137,337 shares 137,337 $5.28M 0.12% +395 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,242 shares; 2024Q4: 30,452 shares; 2025Q1: 49,346 shares; 2025Q2: 49,204 shares; 2025Q3: 49,210 shares; 2025Q4: 49,168 shares; 2026Q1: 48,227 shares 48,227 $5.22M 0.12% -941 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,394 shares; 2024Q4: 39,083 shares; 2025Q1: 51,473 shares; 2025Q2: 58,783 shares; 2025Q3: 61,831 shares; 2025Q4: 63,223 shares; 2026Q1: 67,642 shares 67,642 $5.22M 0.12% +4,419 Timeline EFAA 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: not reported; 2025Q4: 25,050 shares; 2026Q1: 95,375 shares 95,375 $5.19M 0.12% +70,325 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,515 shares; 2024Q4: 55,294 shares; 2025Q1: 66,016 shares; 2025Q2: 75,508 shares; 2025Q3: 68,343 shares; 2025Q4: 76,182 shares; 2026Q1: 106,904 shares 106,904 $5.17M 0.12% +30,722 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,425 shares; 2025Q1: 36,325 shares; 2025Q2: 36,515 shares; 2025Q3: 35,580 shares; 2025Q4: 35,813 shares; 2026Q1: 35,139 shares 35,139 $5.1M 0.11% -674 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: 10,283 shares; 2024Q4: 10,234 shares; 2025Q1: 9,969 shares; 2025Q2: 10,627 shares; 2025Q3: 10,174 shares; 2025Q4: 10,243 shares; 2026Q1: 9,957 shares 9,957 $5.08M 0.11% -286 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: 6,759 shares; 2024Q4: 8,434 shares; 2025Q1: 17,654 shares; 2025Q2: 26,128 shares; 2025Q3: 26,803 shares; 2025Q4: 27,600 shares; 2026Q1: 45,421 shares 45,421 $5.06M 0.11% +17,821 Timeline IBHH ISHARES 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: 212,985 shares 212,985 $5.03M 0.11% new Timeline IBHJ ISHARES 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: 189,504 shares 189,504 $5.03M 0.11% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,359 shares; 2025Q1: 19,433 shares; 2025Q2: 19,441 shares; 2025Q3: 20,514 shares; 2025Q4: 20,777 shares; 2026Q1: 20,322 shares 20,322 $5M 0.11% -455 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: 96,504 shares; 2024Q4: 85,308 shares; 2025Q1: 77,292 shares; 2025Q2: 71,356 shares; 2025Q3: 64,609 shares; 2025Q4: 58,265 shares; 2026Q1: 52,823 shares 52,823 $4.99M 0.11% -5,442 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: 9,966 shares; 2024Q4: 9,934 shares; 2025Q1: 10,558 shares; 2025Q2: 9,877 shares; 2025Q3: 9,880 shares; 2025Q4: 10,174 shares; 2026Q1: 10,057 shares 10,057 $4.82M 0.11% -117 Timeline AVRE 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: 87,363 shares; 2024Q4: 93,660 shares; 2025Q1: 94,110 shares; 2025Q2: 94,015 shares; 2025Q3: 95,099 shares; 2025Q4: 94,388 shares; 2026Q1: 101,011 shares 101,011 $4.74M 0.11% +6,623 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,899 shares; 2025Q1: 11,107 shares; 2025Q2: 20,846 shares; 2025Q3: 20,810 shares; 2025Q4: 20,913 shares; 2026Q1: 21,412 shares 21,412 $4.73M 0.11% +499 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 11,635 shares; 2025Q2: 11,635 shares; 2025Q3: 21,460 shares; 2025Q4: 21,574 shares; 2026Q1: 184,642 shares 184,642 $4.68M 0.1% +163,068 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,145 shares; 2025Q1: 28,243 shares; 2025Q2: 27,526 shares; 2025Q3: 27,056 shares; 2025Q4: 25,904 shares; 2026Q1: 25,292 shares 25,292 $4.68M 0.1% -612 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: 6,850 shares; 2024Q4: 6,996 shares; 2025Q1: 7,045 shares; 2025Q2: 7,414 shares; 2025Q3: 7,409 shares; 2025Q4: 7,722 shares; 2026Q1: 45,141 shares 45,141 $4.65M 0.1% +37,419 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 9,607 shares; 2025Q1: 9,788 shares; 2025Q2: 10,275 shares; 2025Q3: 10,281 shares; 2025Q4: 9,642 shares; 2026Q1: 11,299 shares 11,299 $4.62M 0.1% +1,657 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: not reported; 2024Q4: not reported; 2025Q1: 5,020 shares; 2025Q2: 6,542 shares; 2025Q3: 13,763 shares; 2025Q4: 22,819 shares; 2026Q1: 29,232 shares 29,232 $4.61M 0.1% +6,413 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,806 shares; 2024Q4: 40,380 shares; 2025Q1: 55,011 shares; 2025Q2: 60,643 shares; 2025Q3: 62,170 shares; 2025Q4: 63,832 shares; 2026Q1: 63,817 shares 63,817 $4.58M 0.1% -15 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: 118,586 shares; 2024Q4: 116,928 shares; 2025Q1: 117,309 shares; 2025Q2: 112,074 shares; 2025Q3: 112,046 shares; 2025Q4: 105,804 shares; 2026Q1: 105,959 shares 105,959 $4.55M 0.1% +155 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,532 shares; 2025Q2: 15,395 shares; 2025Q3: 17,049 shares; 2025Q4: 16,936 shares; 2026Q1: 17,107 shares 17,107 $4.54M 0.1% +171 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: 14,286 shares; 2024Q4: 15,093 shares; 2025Q1: 16,895 shares; 2025Q2: 20,269 shares; 2025Q3: 22,643 shares; 2025Q4: 22,289 shares; 2026Q1: 29,441 shares 29,441 $4.53M 0.1% +7,152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 189,910 shares; 2026Q1: 190,571 shares 190,571 $4.48M 0.1% +661 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 14,412 shares; 2025Q1: 10,126 shares; 2025Q2: 12,347 shares; 2025Q3: 23,155 shares; 2025Q4: 24,404 shares; 2026Q1: 31,043 shares 31,043 $4.48M 0.1% +6,639 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: 13,635 shares; 2024Q4: 13,894 shares; 2025Q1: 15,040 shares; 2025Q2: 15,994 shares; 2025Q3: 19,599 shares; 2025Q4: 20,355 shares; 2026Q1: 23,528 shares 23,528 $4.47M 0.1% +3,173 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: 29,590 shares; 2024Q4: 30,279 shares; 2025Q1: 53,345 shares; 2025Q2: 53,656 shares; 2025Q3: 53,072 shares; 2025Q4: 61,871 shares; 2026Q1: 61,004 shares 61,004 $4.45M 0.1% -867 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,554 shares; 2024Q4: 110,758 shares; 2025Q1: 109,336 shares; 2025Q2: 114,896 shares; 2025Q3: 105,844 shares; 2025Q4: 88,105 shares; 2026Q1: 87,847 shares 87,847 $4.44M 0.1% -258 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,516 shares; 2024Q4: 46,893 shares; 2025Q1: 46,592 shares; 2025Q2: 46,708 shares; 2025Q3: 45,730 shares; 2025Q4: 45,855 shares; 2026Q1: 43,527 shares 43,527 $4.4M 0.1% -2,328 Timeline IBDW ISHARES 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: 11,788 shares; 2025Q4: 11,928 shares; 2026Q1: 208,444 shares 208,444 $4.38M 0.1% +196,516 Timeline IBDU ISHARES 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: 10,666 shares; 2025Q4: 10,791 shares; 2026Q1: 188,158 shares 188,158 $4.38M 0.1% +177,367 Timeline IBDV ISHARES 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: 11,256 shares; 2025Q4: 11,256 shares; 2026Q1: 199,216 shares 199,216 $4.37M 0.1% +187,960 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: 7,903 shares; 2024Q4: 7,413 shares; 2025Q1: 27,457 shares; 2025Q2: 28,485 shares; 2025Q3: 27,692 shares; 2025Q4: 26,381 shares; 2026Q1: 28,233 shares 28,233 $4.37M 0.1% +1,852 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: 17,267 shares; 2024Q4: 17,595 shares; 2025Q1: 18,884 shares; 2025Q2: 21,246 shares; 2025Q3: 24,011 shares; 2025Q4: 20,935 shares; 2026Q1: 23,420 shares 23,420 $4.36M 0.1% +2,485 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,386 shares; 2024Q4: 215,193 shares; 2025Q1: 214,909 shares; 2025Q2: 212,346 shares; 2025Q3: 211,117 shares; 2025Q4: 205,077 shares; 2026Q1: 205,223 shares 205,223 $4.35M 0.1% +146 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,363 shares; 2025Q2: 16,685 shares; 2025Q3: 17,728 shares; 2025Q4: 22,087 shares; 2026Q1: 24,477 shares 24,477 $4.35M 0.1% +2,390 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 3,590 shares; 2025Q1: 3,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,653 shares; 2025Q4: 3,665 shares; 2026Q1: 3,656 shares 3,656 $4.34M 0.1% -9 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: 24,199 shares; 2024Q4: 25,322 shares; 2025Q1: 31,201 shares; 2025Q2: 35,037 shares; 2025Q3: 37,368 shares; 2025Q4: 38,962 shares; 2026Q1: 40,576 shares 40,576 $4.32M 0.1% +1,614 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: 23,294 shares; 2024Q4: 27,203 shares; 2025Q1: 23,296 shares; 2025Q2: 29,559 shares; 2025Q3: 31,777 shares; 2025Q4: 37,249 shares; 2026Q1: 37,801 shares 37,801 $4.27M 0.1% +552 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: 22,880 shares; 2024Q4: 22,588 shares; 2025Q1: 23,430 shares; 2025Q2: 22,415 shares; 2025Q3: 22,332 shares; 2025Q4: 21,842 shares; 2026Q1: 19,252 shares 19,252 $4.24M 0.09% -2,590 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,529 shares; 2024Q4: 178,634 shares; 2025Q1: 169,686 shares; 2025Q2: 173,121 shares; 2025Q3: 176,634 shares; 2025Q4: 179,712 shares; 2026Q1: 182,606 shares 182,606 $4.19M 0.09% +2,894 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,498 shares; 2024Q4: 95,883 shares; 2025Q1: 94,812 shares; 2025Q2: 93,133 shares; 2025Q3: 90,065 shares; 2025Q4: 87,537 shares; 2026Q1: 87,456 shares 87,456 $4.16M 0.09% -81 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: 26,128 shares; 2024Q4: 30,081 shares; 2025Q1: 33,795 shares; 2025Q2: 33,926 shares; 2025Q3: 39,137 shares; 2025Q4: 42,246 shares; 2026Q1: 46,020 shares 46,020 $4.13M 0.09% +3,774 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,197 shares; 2024Q4: 50,827 shares; 2025Q1: 47,959 shares; 2025Q2: 66,455 shares; 2025Q3: 75,042 shares; 2025Q4: 65,537 shares; 2026Q1: 63,224 shares 63,224 $4.13M 0.09% -2,313 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: 13,787 shares; 2024Q4: 14,042 shares; 2025Q1: 24,991 shares; 2025Q2: 28,274 shares; 2025Q3: 29,904 shares; 2025Q4: 32,066 shares; 2026Q1: 36,650 shares 36,650 $4.1M 0.09% +4,584 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,985 shares; 2024Q4: 35,742 shares; 2025Q1: 40,235 shares; 2025Q2: 37,370 shares; 2025Q3: 37,818 shares; 2025Q4: 39,153 shares; 2026Q1: 39,634 shares 39,634 $4.05M 0.09% +481 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,928 shares; 2025Q1: 78,495 shares; 2025Q2: 78,407 shares; 2025Q3: 76,689 shares; 2025Q4: 77,081 shares; 2026Q1: 77,032 shares 77,032 $3.95M 0.09% -49 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: 62,981 shares; 2024Q4: 65,353 shares; 2025Q1: 76,152 shares; 2025Q2: 76,077 shares; 2025Q3: 72,735 shares; 2025Q4: 70,285 shares; 2026Q1: 73,826 shares 73,826 $3.89M 0.09% +3,541 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,337 shares; 2024Q4: 321,537 shares; 2025Q1: 326,501 shares; 2025Q2: 347,690 shares; 2025Q3: 532,503 shares; 2025Q4: 536,132 shares; 2026Q1: 488,314 shares 488,314 $3.89M 0.09% -47,818 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: 23,451 shares; 2024Q4: 23,389 shares; 2025Q1: 23,249 shares; 2025Q2: 23,371 shares; 2025Q3: 24,137 shares; 2025Q4: 26,419 shares; 2026Q1: 26,360 shares 26,360 $3.88M 0.09% -59 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: 13,207 shares; 2024Q4: 12,821 shares; 2025Q1: 13,127 shares; 2025Q2: 12,905 shares; 2025Q3: 12,589 shares; 2025Q4: 12,193 shares; 2026Q1: 18,550 shares 18,550 $3.84M 0.09% +6,357 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: 38,292 shares; 2024Q4: 37,321 shares; 2025Q1: 39,234 shares; 2025Q2: 42,433 shares; 2025Q3: 40,988 shares; 2025Q4: 41,570 shares; 2026Q1: 41,042 shares 41,042 $3.81M 0.09% -528 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 639 shares; 2025Q3: 937 shares; 2025Q4: 1,504 shares; 2026Q1: 2,207 shares 2,207 $3.81M 0.09% +703 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: 59,565 shares; 2024Q4: 61,489 shares; 2025Q1: 60,505 shares; 2025Q2: 60,219 shares; 2025Q3: 59,471 shares; 2025Q4: 61,811 shares; 2026Q1: 59,855 shares 59,855 $3.79M 0.08% -1,956 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: 7,073 shares; 2024Q4: 7,388 shares; 2025Q1: 10,312 shares; 2025Q2: 10,860 shares; 2025Q3: 11,542 shares; 2025Q4: 10,508 shares; 2026Q1: 11,158 shares 11,158 $3.79M 0.08% +650 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: 2,602 shares; 2024Q4: 2,550 shares; 2025Q1: 4,655 shares; 2025Q2: 5,669 shares; 2025Q3: 7,043 shares; 2025Q4: 11,191 shares; 2026Q1: 8,695 shares 8,695 $3.78M 0.08% -2,496 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 12,059 shares; 2025Q1: 21,032 shares; 2025Q2: 22,452 shares; 2025Q3: 24,874 shares; 2025Q4: 25,936 shares; 2026Q1: 31,236 shares 31,236 $3.78M 0.08% +5,300 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: 16,709 shares; 2024Q4: 18,393 shares; 2025Q1: 16,658 shares; 2025Q2: 16,616 shares; 2025Q3: 23,757 shares; 2025Q4: 43,897 shares; 2026Q1: 64,146 shares 64,146 $3.77M 0.08% +20,249 Timeline DFEV 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: 81,780 shares; 2024Q4: 84,049 shares; 2025Q1: 81,658 shares; 2025Q2: 83,980 shares; 2025Q3: 86,108 shares; 2025Q4: 87,915 shares; 2026Q1: 94,612 shares 94,612 $3.75M 0.08% +6,697 Timeline DFSU 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: 72,926 shares; 2024Q4: 74,563 shares; 2025Q1: 73,354 shares; 2025Q2: 73,200 shares; 2025Q3: 73,163 shares; 2025Q4: 81,623 shares; 2026Q1: 83,251 shares 83,251 $3.74M 0.08% +1,628 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,798 shares; 2024Q4: 49,857 shares; 2025Q1: 49,900 shares; 2025Q2: 49,893 shares; 2025Q3: 50,139 shares; 2025Q4: 50,339 shares; 2026Q1: 50,384 shares 50,384 $3.73M 0.08% +45 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 2,193 shares; 2025Q1: 2,791 shares; 2025Q2: 3,264 shares; 2025Q3: 3,450 shares; 2025Q4: 3,627 shares; 2026Q1: 3,981 shares 3,981 $3.72M 0.08% +354 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,441 shares; 2025Q3: 6,339 shares; 2025Q4: 7,698 shares; 2026Q1: 9,531 shares 9,531 $3.71M 0.08% +1,833 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: 34,362 shares; 2024Q4: 66,459 shares; 2025Q1: 64,370 shares; 2025Q2: 64,591 shares; 2025Q3: 62,624 shares; 2025Q4: 66,548 shares; 2026Q1: 72,941 shares 72,941 $3.68M 0.08% +6,393 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 6,901 shares; 2025Q1: 6,944 shares; 2025Q2: 7,049 shares; 2025Q3: 7,196 shares; 2025Q4: 5,959 shares; 2026Q1: 5,980 shares 5,980 $3.67M 0.08% +21 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,143 shares; 2024Q4: 68,462 shares; 2025Q1: 69,091 shares; 2025Q2: 69,241 shares; 2025Q3: 70,074 shares; 2025Q4: 70,162 shares; 2026Q1: 70,308 shares 70,308 $3.64M 0.08% +146 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,129 shares; 2025Q2: 39,131 shares; 2025Q3: 37,987 shares; 2025Q4: 36,142 shares; 2026Q1: 34,071 shares 34,071 $3.64M 0.08% -2,071 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: 34,755 shares; 2024Q4: 35,371 shares; 2025Q1: 36,707 shares; 2025Q2: 36,087 shares; 2025Q3: 44,282 shares; 2025Q4: 58,857 shares; 2026Q1: 61,259 shares 61,259 $3.61M 0.08% +2,402 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: 5,775 shares; 2024Q4: 5,695 shares; 2025Q1: 6,873 shares; 2025Q2: 7,391 shares; 2025Q3: 7,190 shares; 2025Q4: 8,015 shares; 2026Q1: 8,902 shares 8,902 $3.59M 0.08% +887 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,997 shares; 2024Q4: 61,958 shares; 2025Q1: 68,669 shares; 2025Q2: 66,668 shares; 2025Q3: 66,644 shares; 2025Q4: 71,542 shares; 2026Q1: 68,444 shares 68,444 $3.55M 0.08% -3,098 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,059 shares; 2024Q4: 69,113 shares; 2025Q1: 67,895 shares; 2025Q2: 67,922 shares; 2025Q3: 65,732 shares; 2025Q4: 65,673 shares; 2026Q1: 65,653 shares 65,653 $3.54M 0.08% -20 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,226 shares; 2024Q4: 59,134 shares; 2025Q1: 59,368 shares; 2025Q2: 59,821 shares; 2025Q3: 65,912 shares; 2025Q4: 69,237 shares; 2026Q1: 70,030 shares 70,030 $3.51M 0.08% +793 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: 14,792 shares; 2024Q4: 16,691 shares; 2025Q1: 18,950 shares; 2025Q2: 22,140 shares; 2025Q3: 24,062 shares; 2025Q4: 23,893 shares; 2026Q1: 26,704 shares 26,704 $3.46M 0.08% +2,811 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: 2,977 shares; 2024Q4: 3,137 shares; 2025Q1: 2,703 shares; 2025Q2: 2,875 shares; 2025Q3: 3,100 shares; 2025Q4: 29,166 shares; 2026Q1: 36,973 shares 36,973 $3.45M 0.08% +7,807 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: 13,846 shares; 2024Q4: 13,941 shares; 2025Q1: 18,770 shares; 2025Q2: 18,785 shares; 2025Q3: 19,706 shares; 2025Q4: 20,020 shares; 2026Q1: 21,996 shares 21,996 $3.34M 0.07% +1,976 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,273 shares; 2024Q4: 19,419 shares; 2025Q1: 22,865 shares; 2025Q2: 23,693 shares; 2025Q3: 26,015 shares; 2025Q4: 22,113 shares; 2026Q1: 21,716 shares 21,716 $3.31M 0.07% -397 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: 35,632 shares; 2024Q4: 36,594 shares; 2025Q1: 35,706 shares; 2025Q2: 39,516 shares; 2025Q3: 40,860 shares; 2025Q4: 41,481 shares; 2026Q1: 44,232 shares 44,232 $3.3M 0.07% +2,751 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: 10,028 shares; 2024Q4: 10,297 shares; 2025Q1: 10,846 shares; 2025Q2: 10,866 shares; 2025Q3: 11,828 shares; 2025Q4: 11,655 shares; 2026Q1: 11,558 shares 11,558 $3.28M 0.07% -97 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: 12,258 shares; 2024Q4: 12,258 shares; 2025Q1: 12,434 shares; 2025Q2: 12,568 shares; 2025Q3: 13,352 shares; 2025Q4: 16,218 shares; 2026Q1: 16,099 shares 16,099 $3.26M 0.07% -119 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: 31,754 shares; 2024Q4: 32,063 shares; 2025Q1: 34,129 shares; 2025Q2: 34,761 shares; 2025Q3: 35,287 shares; 2025Q4: 36,397 shares; 2026Q1: 40,428 shares 40,428 $3.26M 0.07% +4,031 Timeline XC 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: 108,762 shares; 2024Q4: 91,426 shares; 2025Q1: 92,549 shares; 2025Q2: 92,618 shares; 2025Q3: 92,996 shares; 2025Q4: 97,160 shares; 2026Q1: 98,763 shares 98,763 $3.24M 0.07% +1,603 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: 33,616 shares; 2024Q4: 40,008 shares; 2025Q1: 39,171 shares; 2025Q2: 37,985 shares; 2025Q3: 38,109 shares; 2025Q4: 33,965 shares; 2026Q1: 30,006 shares 30,006 $3.22M 0.07% -3,959 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,473 shares; 2024Q4: 25,257 shares; 2025Q1: 26,322 shares; 2025Q2: 26,124 shares; 2025Q3: 26,311 shares; 2025Q4: 26,274 shares; 2026Q1: 26,100 shares 26,100 $3.22M 0.07% -174 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,405 shares; 2026Q1: 245,386 shares 245,386 $3.21M 0.07% +66,981 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,903 shares; 2024Q4: 242,118 shares; 2025Q1: 257,462 shares; 2025Q2: 264,969 shares; 2025Q3: 243,020 shares; 2025Q4: 248,106 shares; 2026Q1: 247,255 shares 247,255 $3.21M 0.07% -851 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 15,342 shares; 2025Q1: 14,401 shares; 2025Q2: 14,668 shares; 2025Q3: 14,635 shares; 2025Q4: 14,302 shares; 2026Q1: 14,204 shares 14,204 $3.15M 0.07% -98 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: 51,957 shares; 2024Q4: 51,281 shares; 2025Q1: 36,378 shares; 2025Q2: 30,301 shares; 2025Q3: 25,109 shares; 2025Q4: 19,404 shares; 2026Q1: 17,823 shares 17,823 $3.14M 0.07% -1,581 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: 27,536 shares; 2024Q4: 24,316 shares; 2025Q1: 24,223 shares; 2025Q2: 26,589 shares; 2025Q3: 30,346 shares; 2025Q4: 29,448 shares; 2026Q1: 34,259 shares 34,259 $3.14M 0.07% +4,811 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,833 shares; 2025Q1: 3,657 shares; 2025Q2: 5,209 shares; 2025Q3: 4,778 shares; 2025Q4: 5,887 shares; 2026Q1: 8,144 shares 8,144 $3.14M 0.07% +2,257 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 9,468 shares; 2025Q1: 10,544 shares; 2025Q2: 11,753 shares; 2025Q3: 14,524 shares; 2025Q4: 16,452 shares; 2026Q1: 17,368 shares 17,368 $3.12M 0.07% +916 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: 39,257 shares; 2024Q4: 45,160 shares; 2025Q1: 44,928 shares; 2025Q2: 49,213 shares; 2025Q3: 51,278 shares; 2025Q4: 52,599 shares; 2026Q1: 58,494 shares 58,494 $3.11M 0.07% +5,895 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,922 shares; 2024Q4: 17,310 shares; 2025Q1: 46,848 shares; 2025Q2: 44,054 shares; 2025Q3: 54,737 shares; 2025Q4: 51,634 shares; 2026Q1: 80,156 shares 80,156 $3.09M 0.07% +28,522 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 16,819 shares; 2025Q1: 18,327 shares; 2025Q2: 25,744 shares; 2025Q3: 26,423 shares; 2025Q4: 29,617 shares; 2026Q1: 29,739 shares 29,739 $3.08M 0.07% +122 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: 11,984 shares; 2024Q4: 11,711 shares; 2025Q1: 10,502 shares; 2025Q2: 11,132 shares; 2025Q3: 11,639 shares; 2025Q4: 10,435 shares; 2026Q1: 13,034 shares 13,034 $3.01M 0.07% +2,599 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: 1,638 shares; 2024Q4: 1,707 shares; 2025Q1: 2,065 shares; 2025Q2: 2,475 shares; 2025Q3: 2,320 shares; 2025Q4: 3,484 shares; 2026Q1: 5,423 shares 5,423 $3.01M 0.07% +1,939 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: 23,717 shares; 2024Q4: 23,360 shares; 2025Q1: 23,413 shares; 2025Q2: 23,478 shares; 2025Q3: 22,912 shares; 2025Q4: 22,515 shares; 2026Q1: 22,476 shares 22,476 $3M 0.07% -39 Timeline DFGR 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: 104,533 shares; 2024Q4: 104,393 shares; 2025Q1: 102,150 shares; 2025Q2: 102,155 shares; 2025Q3: 101,304 shares; 2025Q4: 102,158 shares; 2026Q1: 102,694 shares 102,694 $2.91M 0.07% +536 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,524 shares; 2025Q1: 3,180 shares; 2025Q2: 8,711 shares; 2025Q3: 9,340 shares; 2025Q4: 12,767 shares; 2026Q1: 14,582 shares 14,582 $2.91M 0.07% +1,815 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 4,925 shares; 2025Q3: 7,361 shares; 2025Q4: 8,198 shares; 2026Q1: 11,662 shares 11,662 $2.88M 0.06% +3,464 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 22,584 shares; 2025Q1: 35,151 shares; 2025Q2: 35,260 shares; 2025Q3: 38,529 shares; 2025Q4: 37,112 shares; 2026Q1: 35,876 shares 35,876 $2.85M 0.06% -1,236 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,303 shares; 2024Q4: 19,297 shares; 2025Q1: 19,444 shares; 2025Q2: 19,207 shares; 2025Q3: 20,385 shares; 2025Q4: 20,546 shares; 2026Q1: 15,785 shares 15,785 $2.84M 0.06% -4,761 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: 8,581 shares; 2024Q4: 8,783 shares; 2025Q1: 9,388 shares; 2025Q2: 10,695 shares; 2025Q3: 11,139 shares; 2025Q4: 11,670 shares; 2026Q1: 12,660 shares 12,660 $2.83M 0.06% +990 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 16,041 shares; 2025Q1: 24,006 shares; 2025Q2: 28,637 shares; 2025Q3: 35,362 shares; 2025Q4: 53,568 shares; 2026Q1: 63,264 shares 63,264 $2.83M 0.06% +9,696 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 26,540 shares; 2025Q1: 29,265 shares; 2025Q2: 31,689 shares; 2025Q3: 31,752 shares; 2025Q4: 30,246 shares; 2026Q1: 34,059 shares 34,059 $2.81M 0.06% +3,813 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: 2,113 shares; 2024Q4: 2,389 shares; 2025Q1: 2,497 shares; 2025Q2: 2,578 shares; 2025Q3: 3,051 shares; 2025Q4: 3,445 shares; 2026Q1: 3,453 shares 3,453 $2.79M 0.06% +8 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,929 shares; 2024Q4: 54,647 shares; 2025Q1: 61,664 shares; 2025Q2: 61,017 shares; 2025Q3: 62,046 shares; 2025Q4: 56,953 shares; 2026Q1: 57,572 shares 57,572 $2.79M 0.06% +619 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,308 shares; 2025Q1: 3,461 shares; 2025Q2: 4,340 shares; 2025Q3: 6,932 shares; 2025Q4: 7,623 shares; 2026Q1: 7,116 shares 7,116 $2.76M 0.06% -507 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: 9,117 shares; 2024Q4: 10,692 shares; 2025Q1: 10,644 shares; 2025Q2: 10,900 shares; 2025Q3: 11,209 shares; 2025Q4: 10,476 shares; 2026Q1: 14,964 shares 14,964 $2.75M 0.06% +4,488 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,716 shares 97,716 $2.74M 0.06% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,957 shares; 2025Q2: 77,785 shares; 2025Q3: 76,940 shares; 2025Q4: 73,962 shares; 2026Q1: 56,402 shares 56,402 $2.72M 0.06% -17,560 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: 16,372 shares; 2024Q4: 16,617 shares; 2025Q1: 18,673 shares; 2025Q2: 18,350 shares; 2025Q3: 18,147 shares; 2025Q4: 20,555 shares; 2026Q1: 27,303 shares 27,303 $2.72M 0.06% +6,748 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,080 shares; 2025Q3: 54,669 shares; 2025Q4: 98,746 shares; 2026Q1: 159,774 shares 159,774 $2.7M 0.06% +61,028 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,333 shares; 2024Q4: 38,299 shares; 2025Q1: 38,500 shares; 2025Q2: 38,549 shares; 2025Q3: 38,452 shares; 2025Q4: 38,317 shares; 2026Q1: 38,338 shares 38,338 $2.66M 0.06% +21 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: 2,423 shares; 2024Q4: 2,490 shares; 2025Q1: 4,367 shares; 2025Q2: 5,422 shares; 2025Q3: 8,466 shares; 2025Q4: 9,670 shares; 2026Q1: 16,693 shares 16,693 $2.65M 0.06% +7,023 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: 3,637 shares; 2024Q4: 4,437 shares; 2025Q1: 4,182 shares; 2025Q2: 4,988 shares; 2025Q3: 6,403 shares; 2025Q4: 6,022 shares; 2026Q1: 8,649 shares 8,649 $2.64M 0.06% +2,627 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: 9,314 shares; 2024Q4: 9,655 shares; 2025Q1: 10,690 shares; 2025Q2: 11,397 shares; 2025Q3: 12,485 shares; 2025Q4: 13,695 shares; 2026Q1: 14,343 shares 14,343 $2.59M 0.06% +648 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,918 shares; 2025Q1: 4,013 shares; 2025Q2: 4,121 shares; 2025Q3: 4,264 shares; 2025Q4: 4,272 shares; 2026Q1: 5,236 shares 5,236 $2.59M 0.06% +964 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: 6,688 shares; 2024Q4: 6,688 shares; 2025Q1: 48,593 shares; 2025Q2: 48,118 shares; 2025Q3: 47,593 shares; 2025Q4: 50,113 shares; 2026Q1: 48,476 shares 48,476 $2.58M 0.06% -1,637 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 10,253 shares; 2025Q1: 12,869 shares; 2025Q2: 12,814 shares; 2025Q3: 12,832 shares; 2025Q4: 16,186 shares; 2026Q1: 16,899 shares 16,899 $2.54M 0.06% +713 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: 1,078 shares; 2024Q4: 1,155 shares; 2025Q1: 1,582 shares; 2025Q2: 2,328 shares; 2025Q3: 2,789 shares; 2025Q4: 3,087 shares; 2026Q1: 3,917 shares 3,917 $2.5M 0.06% +830 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: 83,072 shares; 2024Q4: 81,328 shares; 2025Q1: 73,108 shares; 2025Q2: 77,570 shares; 2025Q3: 86,517 shares; 2025Q4: 82,257 shares; 2026Q1: 93,273 shares 93,273 $2.5M 0.06% +11,016 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: 8,474 shares; 2024Q4: 12,718 shares; 2025Q1: 12,392 shares; 2025Q2: 13,307 shares; 2025Q3: 12,447 shares; 2025Q4: 13,653 shares; 2026Q1: 15,074 shares 15,074 $2.47M 0.06% +1,421 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,809 shares; 2024Q4: 75,061 shares; 2025Q1: 64,917 shares; 2025Q2: 65,363 shares; 2025Q3: 61,361 shares; 2025Q4: 59,855 shares; 2026Q1: 56,388 shares 56,388 $2.46M 0.05% -3,467 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: 22,357 shares; 2024Q4: 21,702 shares; 2025Q1: 20,789 shares; 2025Q2: 22,322 shares; 2025Q3: 23,727 shares; 2025Q4: 26,296 shares; 2026Q1: 27,238 shares 27,238 $2.45M 0.05% +942 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,604 shares; 2025Q1: 7,460 shares; 2025Q2: 8,004 shares; 2025Q3: 11,375 shares; 2025Q4: 11,703 shares; 2026Q1: 15,205 shares 15,205 $2.44M 0.05% +3,502 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,194 shares; 2024Q4: 51,278 shares; 2025Q1: 51,431 shares; 2025Q2: 51,611 shares; 2025Q3: 47,576 shares; 2025Q4: 47,358 shares; 2026Q1: 47,523 shares 47,523 $2.43M 0.05% +165 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: 7,199 shares; 2024Q4: 7,433 shares; 2025Q1: 6,324 shares; 2025Q2: 6,004 shares; 2025Q3: 5,943 shares; 2025Q4: 5,383 shares; 2026Q1: 5,103 shares 5,103 $2.38M 0.05% -280 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: 47,718 shares; 2024Q4: 47,975 shares; 2025Q1: 47,975 shares; 2025Q2: 48,293 shares; 2025Q3: 48,293 shares; 2025Q4: 48,517 shares; 2026Q1: 48,517 shares 48,517 $2.38M 0.05% 0 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: 36,059 shares; 2024Q4: 36,727 shares; 2025Q1: 37,239 shares; 2025Q2: 37,996 shares; 2025Q3: 39,243 shares; 2025Q4: 38,181 shares; 2026Q1: 40,337 shares 40,337 $2.37M 0.05% +2,156 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: 28,741 shares; 2024Q4: 26,098 shares; 2025Q1: 26,293 shares; 2025Q2: 26,373 shares; 2025Q3: 27,169 shares; 2025Q4: 30,799 shares; 2026Q1: 30,407 shares 30,407 $2.37M 0.05% -392 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,047 shares; 2024Q4: 28,777 shares; 2025Q1: 25,513 shares; 2025Q2: 25,193 shares; 2025Q3: 25,186 shares; 2025Q4: 25,254 shares; 2026Q1: 25,308 shares 25,308 $2.36M 0.05% +54 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,566 shares; 2025Q1: 1,695 shares; 2025Q2: 2,710 shares; 2025Q3: 4,245 shares; 2025Q4: 4,558 shares; 2026Q1: 6,094 shares 6,094 $2.35M 0.05% +1,536 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: 4,579 shares; 2024Q4: 4,671 shares; 2025Q1: 5,011 shares; 2025Q2: 6,470 shares; 2025Q3: 6,813 shares; 2025Q4: 6,853 shares; 2026Q1: 7,019 shares 7,019 $2.34M 0.05% +166 Timeline FRI 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: 105,701 shares; 2024Q4: 105,331 shares; 2025Q1: 90,552 shares; 2025Q2: 85,814 shares; 2025Q3: 83,812 shares; 2025Q4: 80,480 shares; 2026Q1: 76,885 shares 76,885 $2.31M 0.05% -3,595 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: 16,209 shares; 2024Q4: 18,523 shares; 2025Q1: 20,647 shares; 2025Q2: 23,046 shares; 2025Q3: 24,998 shares; 2025Q4: 26,762 shares; 2026Q1: 29,177 shares 29,177 $2.28M 0.05% +2,415 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: 6,935 shares; 2024Q4: 7,979 shares; 2025Q1: 7,622 shares; 2025Q2: 8,624 shares; 2025Q3: 9,603 shares; 2025Q4: 10,057 shares; 2026Q1: 11,914 shares 11,914 $2.28M 0.05% +1,857 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,820 shares; 2025Q1: 5,839 shares; 2025Q2: 5,837 shares; 2025Q3: 5,891 shares; 2025Q4: 5,849 shares; 2026Q1: 6,559 shares 6,559 $2.27M 0.05% +710 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 3,410 shares; 2025Q3: 4,841 shares; 2025Q4: 5,795 shares; 2026Q1: 9,432 shares 9,432 $2.27M 0.05% +3,637 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: 1,803 shares; 2024Q4: 2,095 shares; 2025Q1: 3,016 shares; 2025Q2: 3,590 shares; 2025Q3: 5,812 shares; 2025Q4: 6,771 shares; 2026Q1: 7,024 shares 7,024 $2.25M 0.05% +253 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: 3,078 shares; 2024Q4: 3,357 shares; 2025Q1: 3,730 shares; 2025Q2: 4,025 shares; 2025Q3: 4,506 shares; 2025Q4: 5,466 shares; 2026Q1: 5,420 shares 5,420 $2.24M 0.05% -46 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: 22,385 shares; 2024Q4: 25,603 shares; 2025Q1: 30,957 shares; 2025Q2: 36,822 shares; 2025Q3: 45,821 shares; 2025Q4: 46,360 shares; 2026Q1: 52,454 shares 52,454 $2.24M 0.05% +6,094 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,716 shares; 2025Q3: 10,390 shares; 2025Q4: 23,765 shares; 2026Q1: 32,176 shares 32,176 $2.23M 0.05% +8,411 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: 31,876 shares; 2024Q4: 31,880 shares; 2025Q1: 32,034 shares; 2025Q2: 32,038 shares; 2025Q3: 32,042 shares; 2025Q4: 32,045 shares; 2026Q1: 31,981 shares 31,981 $2.23M 0.05% -64 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,783 shares; 2024Q4: 19,671 shares; 2025Q1: 17,412 shares; 2025Q2: 15,363 shares; 2025Q3: 14,187 shares; 2025Q4: 16,113 shares; 2026Q1: 16,799 shares 16,799 $2.22M 0.05% +686 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: 101,985 shares; 2024Q4: 84,980 shares; 2025Q1: 70,369 shares; 2025Q2: 70,369 shares; 2025Q3: 70,369 shares; 2025Q4: 71,223 shares; 2026Q1: 66,139 shares 66,139 $2.21M 0.05% -5,084 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,771 shares; 2025Q1: 3,142 shares; 2025Q2: 5,464 shares; 2025Q3: 7,161 shares; 2025Q4: 8,013 shares; 2026Q1: 9,819 shares 9,819 $2.21M 0.05% +1,806 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: 3,254 shares; 2024Q4: 3,286 shares; 2025Q1: 19,496 shares; 2025Q2: 19,427 shares; 2025Q3: 16,390 shares; 2025Q4: 16,056 shares; 2026Q1: 16,604 shares 16,604 $2.21M 0.05% +548 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 91 shares; 2025Q1: 115 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 294 shares; 2026Q1: 12,275 shares 12,275 $2.2M 0.05% +11,981 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: 2,770 shares; 2024Q4: 3,647 shares; 2025Q1: 3,632 shares; 2025Q2: 3,852 shares; 2025Q3: 4,045 shares; 2025Q4: 4,490 shares; 2026Q1: 6,638 shares 6,638 $2.19M 0.05% +2,148 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,443 shares; 2024Q4: 14,412 shares; 2025Q1: 14,661 shares; 2025Q2: 14,540 shares; 2025Q3: 14,516 shares; 2025Q4: 15,140 shares; 2026Q1: 15,117 shares 15,117 $2.18M 0.05% -23 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,192 shares; 2025Q1: 3,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,303 shares 7,303 $2.17M 0.05% new Timeline HYLS 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: 43,450 shares; 2024Q4: 38,280 shares; 2025Q1: 39,389 shares; 2025Q2: 40,845 shares; 2025Q3: 47,754 shares; 2025Q4: 48,884 shares; 2026Q1: 52,473 shares 52,473 $2.15M 0.05% +3,589 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,019 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 21,387 shares; 2025Q4: 45,798 shares; 2026Q1: 55,080 shares 55,080 $2.14M 0.05% +9,282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,650 shares; 2025Q4: 16,007 shares; 2026Q1: 25,192 shares 25,192 $2.14M 0.05% +9,185 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 3,070 shares; 2025Q1: 3,252 shares; 2025Q2: 3,398 shares; 2025Q3: 3,929 shares; 2025Q4: 4,158 shares; 2026Q1: 4,533 shares 4,533 $2.12M 0.05% +375 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374,078 shares 374,078 $2.1M 0.05% new 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: 11,382 shares; 2024Q4: 10,750 shares; 2025Q1: 13,457 shares; 2025Q2: 19,821 shares; 2025Q3: 19,621 shares; 2025Q4: 19,263 shares; 2026Q1: 26,423 shares 26,423 $2.09M 0.05% +7,160 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,456 shares; 2025Q2: 60,716 shares; 2025Q3: 55,798 shares; 2025Q4: 54,180 shares; 2026Q1: 52,152 shares 52,152 $2.09M 0.05% -2,028 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,078 shares; 2025Q1: 2,345 shares; 2025Q2: 3,680 shares; 2025Q3: 4,044 shares; 2025Q4: 6,176 shares; 2026Q1: 6,409 shares 6,409 $2.09M 0.05% +233 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: 2,926 shares; 2024Q4: 2,986 shares; 2025Q1: 3,779 shares; 2025Q2: 4,270 shares; 2025Q3: 4,628 shares; 2025Q4: 6,348 shares; 2026Q1: 9,452 shares 9,452 $2.08M 0.05% +3,104 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: 11,778 shares; 2024Q4: 11,715 shares; 2025Q1: 13,528 shares; 2025Q2: 13,959 shares; 2025Q3: 14,134 shares; 2025Q4: 15,699 shares; 2026Q1: 15,209 shares 15,209 $2.07M 0.05% -490 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: 22,731 shares; 2024Q4: 22,806 shares; 2025Q1: 22,973 shares; 2025Q2: 23,111 shares; 2025Q3: 23,733 shares; 2025Q4: 23,790 shares; 2026Q1: 23,942 shares 23,942 $2.07M 0.05% +152 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,601 shares; 2025Q1: 3,791 shares; 2025Q2: 4,188 shares; 2025Q3: 3,625 shares; 2025Q4: 4,622 shares; 2026Q1: 7,453 shares 7,453 $2.05M 0.05% +2,831 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: 45,830 shares; 2026Q1: 36,851 shares 36,851 $2.05M 0.05% -8,979 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: 8,398 shares; 2024Q4: 8,398 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 8,398 shares; 2026Q1: 57,655 shares 57,655 $2.05M 0.05% +49,257 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 6,202 shares; 2025Q1: 4,946 shares; 2025Q2: 3,877 shares; 2025Q3: 4,299 shares; 2025Q4: 6,315 shares; 2026Q1: 4,737 shares 4,737 $2.05M 0.05% -1,578 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,776 shares; 2025Q2: 8,308 shares; 2025Q3: 10,194 shares; 2025Q4: 10,496 shares; 2026Q1: 13,798 shares 13,798 $2.04M 0.05% +3,302 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: 3,371 shares; 2025Q3: 4,910 shares; 2025Q4: 8,592 shares; 2026Q1: 16,840 shares 16,840 $2.04M 0.05% +8,248 Timeline VTC 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: 11,729 shares; 2024Q4: 19,182 shares; 2025Q1: 19,333 shares; 2025Q2: 19,496 shares; 2025Q3: 19,734 shares; 2025Q4: 25,866 shares; 2026Q1: 26,181 shares 26,181 $2.02M 0.05% +315 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: 1,345 shares; 2024Q4: 1,435 shares; 2025Q1: 1,631 shares; 2025Q2: 1,879 shares; 2025Q3: 2,150 shares; 2025Q4: 2,402 shares; 2026Q1: 4,503 shares 4,503 $2.02M 0.05% +2,101 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,948 shares; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: 11,366 shares; 2025Q4: 19,157 shares; 2026Q1: 28,700 shares 28,700 $2.02M 0.05% +9,543 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: 22,532 shares; 2024Q4: 23,083 shares; 2025Q1: 21,952 shares; 2025Q2: 21,515 shares; 2025Q3: 22,910 shares; 2025Q4: 22,907 shares; 2026Q1: 25,460 shares 25,460 $2M 0.04% +2,553 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,474 shares; 2024Q4: 54,816 shares; 2025Q1: 42,142 shares; 2025Q2: 38,674 shares; 2025Q3: 38,222 shares; 2025Q4: 37,593 shares; 2026Q1: 33,928 shares 33,928 $1.99M 0.04% -3,665 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: 4,071 shares; 2024Q4: 4,105 shares; 2025Q1: 5,896 shares; 2025Q2: 6,837 shares; 2025Q3: 8,356 shares; 2025Q4: 6,517 shares; 2026Q1: 9,268 shares 9,268 $1.99M 0.04% +2,751 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: 2,902 shares; 2024Q4: 3,271 shares; 2025Q1: 3,494 shares; 2025Q2: 5,193 shares; 2025Q3: 6,421 shares; 2025Q4: 5,911 shares; 2026Q1: 7,755 shares 7,755 $1.98M 0.04% +1,844 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,081 shares; 2025Q3: 65,158 shares; 2025Q4: 74,613 shares; 2026Q1: 88,654 shares 88,654 $1.98M 0.04% +14,041 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 8,060 shares; 2025Q4: 8,381 shares; 2026Q1: 7,428 shares 7,428 $1.97M 0.04% -953 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,493 shares; 2025Q1: 5,514 shares; 2025Q2: 11,822 shares; 2025Q3: 15,650 shares; 2025Q4: 20,596 shares; 2026Q1: 28,707 shares 28,707 $1.96M 0.04% +8,111 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: 22,895 shares; 2024Q4: 22,646 shares; 2025Q1: 22,556 shares; 2025Q2: 22,323 shares; 2025Q3: 21,814 shares; 2025Q4: 20,847 shares; 2026Q1: 20,861 shares 20,861 $1.96M 0.04% +14 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: 30,981 shares; 2024Q4: 34,326 shares; 2025Q1: 38,782 shares; 2025Q2: 36,697 shares; 2025Q3: 37,002 shares; 2025Q4: 36,363 shares; 2026Q1: 42,631 shares 42,631 $1.96M 0.04% +6,268 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 12,555 shares; 2025Q1: 10,710 shares; 2025Q2: 17,314 shares; 2025Q3: 19,224 shares; 2025Q4: 19,647 shares; 2026Q1: 24,571 shares 24,571 $1.95M 0.04% +4,924 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,702 shares; 2025Q1: not reported; 2025Q2: 8,911 shares; 2025Q3: 11,078 shares; 2025Q4: 18,459 shares; 2026Q1: 27,039 shares 27,039 $1.95M 0.04% +8,580 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: 3,072 shares; 2024Q4: 3,364 shares; 2025Q1: 3,644 shares; 2025Q2: 4,606 shares; 2025Q3: 9,004 shares; 2025Q4: 6,800 shares; 2026Q1: 5,481 shares 5,481 $1.94M 0.04% -1,319 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,277 shares; 2025Q1: 1,463 shares; 2025Q2: 1,661 shares; 2025Q3: 1,818 shares; 2025Q4: 1,629 shares; 2026Q1: 1,333 shares 1,333 $1.92M 0.04% -296 Timeline PFXF 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: 98,845 shares; 2024Q4: 100,793 shares; 2025Q1: 106,010 shares; 2025Q2: 106,784 shares; 2025Q3: 107,432 shares; 2025Q4: 102,047 shares; 2026Q1: 103,094 shares 103,094 $1.91M 0.04% +1,047 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,319 shares; 2025Q1: 2,930 shares; 2025Q2: 2,327 shares; 2025Q3: 2,743 shares; 2025Q4: 3,834 shares; 2026Q1: 8,778 shares 8,778 $1.91M 0.04% +4,944 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,267 shares; 2024Q4: 17,486 shares; 2025Q1: 17,525 shares; 2025Q2: 17,839 shares; 2025Q3: 17,787 shares; 2025Q4: 18,117 shares; 2026Q1: 18,897 shares 18,897 $1.9M 0.04% +780 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,249 shares; 2025Q2: 7,457 shares; 2025Q3: 16,820 shares; 2025Q4: 20,002 shares; 2026Q1: 29,324 shares 29,324 $1.89M 0.04% +9,322 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 7,425 shares; 2025Q1: 7,644 shares; 2025Q2: 7,562 shares; 2025Q3: 11,498 shares; 2025Q4: 15,472 shares; 2026Q1: 14,489 shares 14,489 $1.89M 0.04% -983 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 636 shares; 2025Q3: 770 shares; 2025Q4: 967 shares; 2026Q1: 2,198 shares 2,198 $1.89M 0.04% +1,231 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 14,452 shares; 2025Q1: 14,411 shares; 2025Q2: 16,587 shares; 2025Q3: 23,426 shares; 2025Q4: 23,595 shares; 2026Q1: 24,684 shares 24,684 $1.89M 0.04% +1,089 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: 16,007 shares; 2024Q4: 18,238 shares; 2025Q1: 14,138 shares; 2025Q2: 14,470 shares; 2025Q3: 14,284 shares; 2025Q4: 17,633 shares; 2026Q1: 17,659 shares 17,659 $1.88M 0.04% +26 Timeline VFQY 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: 14,656 shares; 2025Q2: 14,176 shares; 2025Q3: 14,176 shares; 2025Q4: 12,081 shares; 2026Q1: 11,795 shares 11,795 $1.88M 0.04% -286 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,599 shares; 2024Q4: 35,383 shares; 2025Q1: 36,341 shares; 2025Q2: 36,617 shares; 2025Q3: 36,699 shares; 2025Q4: 36,774 shares; 2026Q1: 36,731 shares 36,731 $1.88M 0.04% -43 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,937 shares; 2024Q4: 26,001 shares; 2025Q1: 26,182 shares; 2025Q2: 26,237 shares; 2025Q3: 26,026 shares; 2025Q4: 26,079 shares; 2026Q1: 25,209 shares 25,209 $1.87M 0.04% -870 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,396 shares; 2025Q1: 2,376 shares; 2025Q2: 2,628 shares; 2025Q3: 2,802 shares; 2025Q4: 3,458 shares; 2026Q1: 3,873 shares 3,873 $1.87M 0.04% +415 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: not reported; 2024Q4: 2,909 shares; 2025Q1: 5,329 shares; 2025Q2: 6,312 shares; 2025Q3: 6,339 shares; 2025Q4: 6,166 shares; 2026Q1: 13,339 shares 13,339 $1.86M 0.04% +7,173 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: 56,156 shares; 2024Q4: 58,948 shares; 2025Q1: 63,339 shares; 2025Q2: 63,905 shares; 2025Q3: 64,380 shares; 2025Q4: 64,681 shares; 2026Q1: 70,761 shares 70,761 $1.84M 0.04% +6,080 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: 630 shares; 2024Q4: 843 shares; 2025Q1: 830 shares; 2025Q2: 3,732 shares; 2025Q3: 3,782 shares; 2025Q4: 3,042 shares; 2026Q1: 3,110 shares 3,110 $1.83M 0.04% +68 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,311 shares; 2025Q1: 2,497 shares; 2025Q2: 3,249 shares; 2025Q3: 6,048 shares; 2025Q4: 7,161 shares; 2026Q1: 10,879 shares 10,879 $1.83M 0.04% +3,718 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: 19,749 shares; 2024Q4: 20,744 shares; 2025Q1: 16,152 shares; 2025Q2: 15,332 shares; 2025Q3: 20,828 shares; 2025Q4: 26,999 shares; 2026Q1: 21,827 shares 21,827 $1.82M 0.04% -5,172 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,000 shares; 2026Q1: 54,000 shares 54,000 $1.81M 0.04% +7,000 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 13,006 shares; 2025Q1: 12,440 shares; 2025Q2: 10,172 shares; 2025Q3: 10,132 shares; 2025Q4: 10,632 shares; 2026Q1: 13,602 shares 13,602 $1.81M 0.04% +2,970 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: 13,441 shares; 2024Q4: 13,463 shares; 2025Q1: 12,052 shares; 2025Q2: 12,070 shares; 2025Q3: 12,088 shares; 2025Q4: 12,114 shares; 2026Q1: 12,766 shares 12,766 $1.8M 0.04% +652 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,108 shares; 2025Q1: 5,064 shares; 2025Q2: 6,429 shares; 2025Q3: 7,629 shares; 2025Q4: 4,991 shares; 2026Q1: 6,751 shares 6,751 $1.8M 0.04% +1,760 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,960 shares; 2024Q4: 39,332 shares; 2025Q1: 39,551 shares; 2025Q2: 36,751 shares; 2025Q3: 35,435 shares; 2025Q4: 33,001 shares; 2026Q1: 32,649 shares 32,649 $1.8M 0.04% -352 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: 41,562 shares; 2024Q4: 41,562 shares; 2025Q1: 49,137 shares; 2025Q2: 41,355 shares; 2025Q3: 41,340 shares; 2025Q4: 41,340 shares; 2026Q1: 37,564 shares 37,564 $1.79M 0.04% -3,776 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: 8,446 shares; 2024Q4: 9,501 shares; 2025Q1: 9,624 shares; 2025Q2: 10,625 shares; 2025Q3: 11,135 shares; 2025Q4: 11,856 shares; 2026Q1: 12,549 shares 12,549 $1.79M 0.04% +693 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 5,326 shares; 2025Q1: 5,409 shares; 2025Q2: 5,375 shares; 2025Q3: 5,384 shares; 2025Q4: 5,442 shares; 2026Q1: 5,452 shares 5,452 $1.78M 0.04% +10 Timeline XSD 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: 4,114 shares; 2024Q4: 4,030 shares; 2025Q1: 4,032 shares; 2025Q2: 4,033 shares; 2025Q3: 4,034 shares; 2025Q4: 4,035 shares; 2026Q1: 4,036 shares 4,036 $1.78M 0.04% +1 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: 3,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 8,709 shares; 2025Q4: 11,555 shares; 2026Q1: 26,929 shares 26,929 $1.78M 0.04% +15,374 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: 20,241 shares; 2024Q4: 20,854 shares; 2025Q1: 48,101 shares; 2025Q2: 46,221 shares; 2025Q3: 44,158 shares; 2025Q4: 39,665 shares; 2026Q1: 36,660 shares 36,660 $1.77M 0.04% -3,005 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: 11,676 shares; 2024Q4: 11,784 shares; 2025Q1: 11,760 shares; 2025Q2: 11,640 shares; 2025Q3: 11,584 shares; 2025Q4: 11,260 shares; 2026Q1: 11,324 shares 11,324 $1.75M 0.04% +64 Timeline AVLC 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: 14,134 shares; 2024Q4: 14,687 shares; 2025Q1: 17,193 shares; 2025Q2: 17,676 shares; 2025Q3: 19,642 shares; 2025Q4: 20,487 shares; 2026Q1: 20,533 shares 20,533 $1.74M 0.04% +46 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 6,381 shares; 2025Q4: 6,410 shares; 2026Q1: 12,359 shares 12,359 $1.73M 0.04% +5,949 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: 6,634 shares; 2024Q4: 10,545 shares; 2025Q1: not reported; 2025Q2: 9,353 shares; 2025Q3: 14,167 shares; 2025Q4: 20,409 shares; 2026Q1: 26,574 shares 26,574 $1.73M 0.04% +6,165 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,851 shares; 2025Q1: 1,704 shares; 2025Q2: 1,783 shares; 2025Q3: 1,997 shares; 2025Q4: 4,159 shares; 2026Q1: 9,785 shares 9,785 $1.72M 0.04% +5,626 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281,480 shares; 2025Q1: 263,074 shares; 2025Q2: 261,686 shares; 2025Q3: 260,689 shares; 2025Q4: 260,894 shares; 2026Q1: 263,381 shares 263,381 $1.71M 0.04% +2,487 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: 13,427 shares; 2024Q4: 11,799 shares; 2025Q1: 15,611 shares; 2025Q2: 14,203 shares; 2025Q3: 14,138 shares; 2025Q4: 15,390 shares; 2026Q1: 13,246 shares 13,246 $1.71M 0.04% -2,144 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,017 shares; 2025Q2: 10,330 shares; 2025Q3: 10,938 shares; 2025Q4: 23,669 shares; 2026Q1: 21,294 shares 21,294 $1.71M 0.04% -2,375 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,589 shares; 2025Q1: 12,371 shares; 2025Q2: 12,387 shares; 2025Q3: 12,367 shares; 2025Q4: 12,321 shares; 2026Q1: 12,446 shares 12,446 $1.7M 0.04% +125 Timeline IVOG 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: not reported; 2024Q4: not reported; 2025Q1: 12,072 shares; 2025Q2: 12,517 shares; 2025Q3: 12,517 shares; 2025Q4: 12,517 shares; 2026Q1: 12,511 shares 12,511 $1.69M 0.04% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,948 shares; 2025Q3: 7,518 shares; 2025Q4: 13,045 shares; 2026Q1: 15,041 shares 15,041 $1.68M 0.04% +1,996 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW 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: 11,649 shares; 2025Q4: 19,558 shares; 2026Q1: 45,280 shares 45,280 $1.65M 0.04% +25,722 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 1,865 shares; 2025Q2: 3,213 shares; 2025Q3: 3,390 shares; 2025Q4: 3,881 shares; 2026Q1: 6,117 shares 6,117 $1.65M 0.04% +2,236 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 4,319 shares; 2025Q1: 8,008 shares; 2025Q2: 14,005 shares; 2025Q3: 18,475 shares; 2025Q4: 19,358 shares; 2026Q1: 21,464 shares 21,464 $1.63M 0.04% +2,106 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 9,067 shares; 2025Q1: 13,600 shares; 2025Q2: 13,777 shares; 2025Q3: 13,667 shares; 2025Q4: 13,972 shares; 2026Q1: 17,340 shares 17,340 $1.62M 0.04% +3,368 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,093 shares; 2024Q4: 58,237 shares; 2025Q1: 60,645 shares; 2025Q2: 60,856 shares; 2025Q3: 58,628 shares; 2025Q4: 55,143 shares; 2026Q1: 51,174 shares 51,174 $1.61M 0.04% -3,969 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 576 shares; 2025Q3: 742 shares; 2025Q4: 747 shares; 2026Q1: 889 shares 889 $1.61M 0.04% +142 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: 6,882 shares; 2024Q4: 7,916 shares; 2025Q1: 8,382 shares; 2025Q2: 8,089 shares; 2025Q3: 8,390 shares; 2025Q4: 8,559 shares; 2026Q1: 8,487 shares 8,487 $1.61M 0.04% -72 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,945 shares; 2024Q4: 19,590 shares; 2025Q1: 17,965 shares; 2025Q2: 18,060 shares; 2025Q3: 17,998 shares; 2025Q4: 18,046 shares; 2026Q1: 19,957 shares 19,957 $1.6M 0.04% +1,911 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: 46,919 shares; 2024Q4: 51,774 shares; 2025Q1: 52,454 shares; 2025Q2: 52,522 shares; 2025Q3: 58,198 shares; 2025Q4: 54,332 shares; 2026Q1: 54,180 shares 54,180 $1.59M 0.04% -152 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,227 shares; 2025Q3: 1,662 shares; 2025Q4: 1,665 shares; 2026Q1: 2,811 shares 2,811 $1.59M 0.04% +1,146 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,057 shares; 2025Q1: 3,908 shares; 2025Q2: 4,495 shares; 2025Q3: 5,476 shares; 2025Q4: 5,831 shares; 2026Q1: 6,578 shares 6,578 $1.58M 0.04% +747 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,051 shares; 2025Q1: 2,970 shares; 2025Q2: 3,550 shares; 2025Q3: 3,535 shares; 2025Q4: 4,058 shares; 2026Q1: 4,341 shares 4,341 $1.58M 0.04% +283 Timeline VIGI 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: 22,268 shares; 2024Q4: 22,072 shares; 2025Q1: 21,888 shares; 2025Q2: 21,964 shares; 2025Q3: 21,927 shares; 2025Q4: 23,004 shares; 2026Q1: 17,246 shares 17,246 $1.58M 0.04% -5,758 Timeline XBJL 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: 64,045 shares; 2024Q4: 61,235 shares; 2025Q1: 61,235 shares; 2025Q2: 61,235 shares; 2025Q3: 60,270 shares; 2025Q4: 39,804 shares; 2026Q1: 39,804 shares 39,804 $1.56M 0.03% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 282,596 shares; 2026Q1: 382,879 shares 382,879 $1.56M 0.03% +100,283 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,054 shares; 2025Q1: 1,667 shares; 2025Q2: 1,675 shares; 2025Q3: 2,724 shares; 2025Q4: 3,349 shares; 2026Q1: 6,882 shares 6,882 $1.56M 0.03% +3,533 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,156 shares; 2025Q1: 10,152 shares; 2025Q2: 9,851 shares; 2025Q3: 9,094 shares; 2025Q4: 8,771 shares; 2026Q1: 40,118 shares 40,118 $1.56M 0.03% +31,347 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,774 shares; 2024Q4: 37,962 shares; 2025Q1: 36,214 shares; 2025Q2: 37,489 shares; 2025Q3: 39,247 shares; 2025Q4: 39,630 shares; 2026Q1: 41,185 shares 41,185 $1.56M 0.03% +1,555 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,080 shares; 2025Q2: 2,466 shares; 2025Q3: 4,942 shares; 2025Q4: 8,376 shares; 2026Q1: 21,023 shares 21,023 $1.56M 0.03% +12,647 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 2,309 shares; 2025Q4: 2,269 shares; 2026Q1: 2,677 shares 2,677 $1.55M 0.03% +408 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,099 shares; 2024Q4: 25,288 shares; 2025Q1: 25,045 shares; 2025Q2: 25,318 shares; 2025Q3: 27,131 shares; 2025Q4: 22,614 shares; 2026Q1: 25,876 shares 25,876 $1.55M 0.03% +3,262 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: 12,949 shares; 2025Q1: 15,556 shares; 2025Q2: 19,807 shares; 2025Q3: 22,922 shares; 2025Q4: 25,068 shares; 2026Q1: 27,357 shares 27,357 $1.55M 0.03% +2,289 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 1,262 shares; 2025Q1: 919 shares; 2025Q2: 1,069 shares; 2025Q3: 1,026 shares; 2025Q4: 1,225 shares; 2026Q1: 1,864 shares 1,864 $1.55M 0.03% +639 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,076 shares; 2025Q2: 16,076 shares; 2025Q3: 15,776 shares; 2025Q4: 15,595 shares; 2026Q1: 15,143 shares 15,143 $1.54M 0.03% -452 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,664 shares; 2025Q1: 6,545 shares; 2025Q2: 6,311 shares; 2025Q3: 5,989 shares; 2025Q4: 5,078 shares; 2026Q1: 5,359 shares 5,359 $1.54M 0.03% +281 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,504 shares; 2025Q2: 1,651 shares; 2025Q3: 2,805 shares; 2025Q4: 3,387 shares; 2026Q1: 4,098 shares 4,098 $1.54M 0.03% +711 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: 26,385 shares; 2024Q4: 26,525 shares; 2025Q1: 26,615 shares; 2025Q2: 27,055 shares; 2025Q3: 27,244 shares; 2025Q4: 27,425 shares; 2026Q1: 28,213 shares 28,213 $1.54M 0.03% +788 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 3,040 shares; 2025Q1: 3,047 shares; 2025Q2: 3,251 shares; 2025Q3: 3,112 shares; 2025Q4: 3,095 shares; 2026Q1: 3,179 shares 3,179 $1.52M 0.03% +84 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 763 shares; 2025Q3: 1,448 shares; 2025Q4: 1,781 shares; 2026Q1: 2,133 shares 2,133 $1.52M 0.03% +352 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 15,782 shares; 2025Q1: 11,364 shares; 2025Q2: 8,876 shares; 2025Q3: 7,910 shares; 2025Q4: 7,806 shares; 2026Q1: 8,519 shares 8,519 $1.5M 0.03% +713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 1,345 shares; 2026Q1: 2,001 shares 2,001 $1.49M 0.03% +656 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,544 shares; 2025Q1: 2,802 shares; 2025Q2: 5,200 shares; 2025Q3: 9,908 shares; 2025Q4: 12,330 shares; 2026Q1: 11,386 shares 11,386 $1.49M 0.03% -944 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,610 shares; 2025Q1: 5,731 shares; 2025Q2: 5,901 shares; 2025Q3: 6,162 shares; 2025Q4: 6,157 shares; 2026Q1: 8,122 shares 8,122 $1.48M 0.03% +1,965 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,788 shares; 2025Q1: 1,727 shares; 2025Q2: 26,909 shares; 2025Q3: 17,531 shares; 2025Q4: 18,056 shares; 2026Q1: 15,767 shares 15,767 $1.48M 0.03% -2,289 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 6,752 shares; 2025Q1: 9,226 shares; 2025Q2: 9,251 shares; 2025Q3: 9,387 shares; 2025Q4: 14,711 shares; 2026Q1: 17,959 shares 17,959 $1.48M 0.03% +3,248 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 28,754 shares; 2025Q1: 29,150 shares; 2025Q2: 33,602 shares; 2025Q3: 45,262 shares; 2025Q4: 61,444 shares; 2026Q1: 63,172 shares 63,172 $1.47M 0.03% +1,728 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,448 shares; 2025Q4: 1,546 shares; 2026Q1: 4,170 shares 4,170 $1.47M 0.03% +2,624 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,308 shares 4,308 $1.45M 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 3,885 shares; 2025Q2: 7,484 shares; 2025Q3: 17,538 shares; 2025Q4: 22,515 shares; 2026Q1: 15,794 shares 15,794 $1.45M 0.03% -6,721 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,568 shares; 2025Q1: 8,712 shares; 2025Q2: 7,582 shares; 2025Q3: 11,098 shares; 2025Q4: 15,613 shares; 2026Q1: 43,026 shares 43,026 $1.45M 0.03% +27,413 Timeline VONV 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: 17,514 shares; 2024Q4: 17,932 shares; 2025Q1: 16,239 shares; 2025Q2: 16,126 shares; 2025Q3: 15,851 shares; 2025Q4: 14,705 shares; 2026Q1: 14,578 shares 14,578 $1.45M 0.03% -127 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 4,205 shares; 2025Q3: 6,687 shares; 2025Q4: 7,628 shares; 2026Q1: 8,521 shares 8,521 $1.45M 0.03% +893 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,809 shares; 2025Q1: 4,493 shares; 2025Q2: 6,055 shares; 2025Q3: 8,832 shares; 2025Q4: 8,904 shares; 2026Q1: 9,746 shares 9,746 $1.42M 0.03% +842 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 20,181 shares; 2025Q1: 22,294 shares; 2025Q2: 22,681 shares; 2025Q3: 24,989 shares; 2025Q4: 26,095 shares; 2026Q1: 30,910 shares 30,910 $1.42M 0.03% +4,815 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: 16,847 shares; 2024Q4: 17,638 shares; 2025Q1: 18,182 shares; 2025Q2: 27,900 shares; 2025Q3: 32,545 shares; 2025Q4: 43,844 shares; 2026Q1: 44,234 shares 44,234 $1.41M 0.03% +390 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,157 shares; 2024Q4: 88,311 shares; 2025Q1: 97,396 shares; 2025Q2: 97,296 shares; 2025Q3: 94,014 shares; 2025Q4: 89,812 shares; 2026Q1: 87,900 shares 87,900 $1.41M 0.03% -1,912 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.41M 0.03% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,174 shares; 2025Q1: 5,248 shares; 2025Q2: 5,323 shares; 2025Q3: 5,356 shares; 2025Q4: 5,404 shares; 2026Q1: 5,458 shares 5,458 $1.4M 0.03% +54 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,770 shares; 2024Q4: 77,002 shares; 2025Q1: 77,957 shares; 2025Q2: 67,222 shares; 2025Q3: 66,463 shares; 2025Q4: 56,625 shares; 2026Q1: 52,256 shares 52,256 $1.4M 0.03% -4,369 Timeline ISPY 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: 6,869 shares; 2024Q4: 11,716 shares; 2025Q1: 13,688 shares; 2025Q2: 14,993 shares; 2025Q3: 19,429 shares; 2025Q4: 21,425 shares; 2026Q1: 30,226 shares 30,226 $1.4M 0.03% +8,801 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,798 shares; 2025Q1: 5,382 shares; 2025Q2: 5,565 shares; 2025Q3: 5,788 shares; 2025Q4: 5,934 shares; 2026Q1: 6,521 shares 6,521 $1.4M 0.03% +587 Timeline VSGX 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: 17,427 shares; 2024Q4: 17,578 shares; 2025Q1: 17,782 shares; 2025Q2: 17,883 shares; 2025Q3: 18,295 shares; 2025Q4: 17,923 shares; 2026Q1: 17,922 shares 17,922 $1.39M 0.03% -1 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: not reported; 2025Q1: 744 shares; 2025Q2: 773 shares; 2025Q3: 809 shares; 2025Q4: 842 shares; 2026Q1: 1,296 shares 1,296 $1.38M 0.03% +454 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,783 shares; 2025Q1: 9,191 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,881 shares; 2026Q1: 7,862 shares 7,862 $1.37M 0.03% -19 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,437 shares; 2024Q4: 37,640 shares; 2025Q1: 38,161 shares; 2025Q2: 37,552 shares; 2025Q3: 38,260 shares; 2025Q4: 38,106 shares; 2026Q1: 38,150 shares 38,150 $1.37M 0.03% +44 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 7,963 shares; 2025Q4: 8,762 shares; 2026Q1: 11,096 shares 11,096 $1.37M 0.03% +2,334 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,696 shares; 2025Q1: 8,559 shares; 2025Q2: 10,751 shares; 2025Q3: 13,077 shares; 2025Q4: 13,516 shares; 2026Q1: 17,366 shares 17,366 $1.37M 0.03% +3,850 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,913 shares; 2024Q4: 27,952 shares; 2025Q1: 26,448 shares; 2025Q2: 26,965 shares; 2025Q3: 27,822 shares; 2025Q4: 27,171 shares; 2026Q1: 27,273 shares 27,273 $1.36M 0.03% +102 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,872 shares; 2024Q4: 445,227 shares; 2025Q1: 404,646 shares; 2025Q2: 398,477 shares; 2025Q3: 394,380 shares; 2025Q4: 398,939 shares; 2026Q1: 368,306 shares 368,306 $1.36M 0.03% -30,633 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,602 shares; 2025Q1: 3,682 shares; 2025Q2: 4,434 shares; 2025Q3: 4,503 shares; 2025Q4: 4,508 shares; 2026Q1: 4,540 shares 4,540 $1.35M 0.03% +32 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: 14,502 shares; 2024Q4: 14,294 shares; 2025Q1: 13,171 shares; 2025Q2: 7,882 shares; 2025Q3: 7,995 shares; 2025Q4: 35,435 shares; 2026Q1: 36,239 shares 36,239 $1.35M 0.03% +804 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: 14,433 shares; 2024Q4: 14,441 shares; 2025Q1: 14,382 shares; 2025Q2: 14,487 shares; 2025Q3: 14,316 shares; 2025Q4: 13,690 shares; 2026Q1: 15,287 shares 15,287 $1.35M 0.03% +1,597 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,682 shares; 2025Q1: 14,067 shares; 2025Q2: 18,814 shares; 2025Q3: 28,910 shares; 2025Q4: 29,657 shares; 2026Q1: 29,176 shares 29,176 $1.35M 0.03% -481 Timeline BMAY 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: 33,093 shares; 2024Q4: 33,093 shares; 2025Q1: 32,764 shares; 2025Q2: 32,764 shares; 2025Q3: 32,764 shares; 2025Q4: 31,264 shares; 2026Q1: 29,159 shares 29,159 $1.34M 0.03% -2,105 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: 6,090 shares; 2024Q4: 6,827 shares; 2025Q1: 6,639 shares; 2025Q2: 6,267 shares; 2025Q3: 6,099 shares; 2025Q4: 10,076 shares; 2026Q1: 10,963 shares 10,963 $1.34M 0.03% +887 Timeline NFRA 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: 23,139 shares; 2024Q4: 22,620 shares; 2025Q1: 19,787 shares; 2025Q2: 19,085 shares; 2025Q3: 20,779 shares; 2025Q4: 20,254 shares; 2026Q1: 20,497 shares 20,497 $1.33M 0.03% +243 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,914 shares; 2024Q4: 134,790 shares; 2025Q1: 97,621 shares; 2025Q2: 97,624 shares; 2025Q3: 97,629 shares; 2025Q4: 72,263 shares; 2026Q1: 72,263 shares 72,263 $1.33M 0.03% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,067 shares; 2024Q4: 39,158 shares; 2025Q1: 38,001 shares; 2025Q2: 38,248 shares; 2025Q3: 38,714 shares; 2025Q4: 39,068 shares; 2026Q1: 40,273 shares 40,273 $1.33M 0.03% +1,205 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 1,513 shares; 2025Q3: 2,044 shares; 2025Q4: 2,535 shares; 2026Q1: 2,693 shares 2,693 $1.3M 0.03% +158 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,668 shares; 2024Q4: 30,291 shares; 2025Q1: 28,804 shares; 2025Q2: 29,114 shares; 2025Q3: 27,613 shares; 2025Q4: 27,551 shares; 2026Q1: 26,068 shares 26,068 $1.3M 0.03% -1,483 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,407 shares; 2025Q1: 9,715 shares; 2025Q2: 9,163 shares; 2025Q3: 9,431 shares; 2025Q4: 9,252 shares; 2026Q1: 14,173 shares 14,173 $1.3M 0.03% +4,921 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,647 shares; 2024Q4: 32,647 shares; 2025Q1: 32,647 shares; 2025Q2: 32,647 shares; 2025Q3: 32,647 shares; 2025Q4: 32,647 shares; 2026Q1: 32,647 shares 32,647 $1.3M 0.03% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 12,493 shares; 2026Q1: 22,831 shares 22,831 $1.3M 0.03% +10,338 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,317 shares; 2024Q4: 41,930 shares; 2025Q1: 27,139 shares; 2025Q2: 23,460 shares; 2025Q3: 22,437 shares; 2025Q4: 16,071 shares; 2026Q1: 15,050 shares 15,050 $1.29M 0.03% -1,021 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,553 shares; 2024Q4: 35,553 shares; 2025Q1: 35,553 shares; 2025Q2: 32,845 shares; 2025Q3: 31,243 shares; 2025Q4: 31,243 shares; 2026Q1: 30,088 shares 30,088 $1.29M 0.03% -1,155 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 4,861 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares 4,868 $1.29M 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,472 shares; 2025Q1: 4,616 shares; 2025Q2: 7,311 shares; 2025Q3: 9,679 shares; 2025Q4: 11,510 shares; 2026Q1: 12,242 shares 12,242 $1.29M 0.03% +732 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,675 shares; 2025Q1: 8,163 shares; 2025Q2: 9,084 shares; 2025Q3: 9,288 shares; 2025Q4: 8,760 shares; 2026Q1: 8,017 shares 8,017 $1.28M 0.03% -743 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,578 shares; 2025Q1: 8,715 shares; 2025Q2: 18,300 shares; 2025Q3: 22,197 shares; 2025Q4: 32,143 shares; 2026Q1: 49,226 shares 49,226 $1.28M 0.03% +17,083 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,487 shares; 2026Q1: 1,297 shares 1,297 $1.27M 0.03% -190 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: 14,495 shares; 2024Q4: 14,348 shares; 2025Q1: 14,481 shares; 2025Q2: 14,628 shares; 2025Q3: 14,636 shares; 2025Q4: 15,239 shares; 2026Q1: 16,922 shares 16,922 $1.27M 0.03% +1,683 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 8,071 shares; 2025Q1: 10,042 shares; 2025Q2: 12,719 shares; 2025Q3: 13,479 shares; 2025Q4: 14,044 shares; 2026Q1: 15,888 shares 15,888 $1.27M 0.03% +1,844 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,981 shares; 2025Q2: 5,793 shares; 2025Q3: 8,192 shares; 2025Q4: 11,486 shares; 2026Q1: 12,352 shares 12,352 $1.26M 0.03% +866 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,396 shares; 2025Q1: 3,715 shares; 2025Q2: 5,252 shares; 2025Q3: 5,342 shares; 2025Q4: 6,316 shares; 2026Q1: 10,693 shares 10,693 $1.25M 0.03% +4,377 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,281 shares; 2025Q3: 16,496 shares; 2025Q4: 23,644 shares; 2026Q1: 55,701 shares 55,701 $1.25M 0.03% +32,057 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: 1,381 shares; 2024Q4: 1,782 shares; 2025Q1: 1,803 shares; 2025Q2: 1,867 shares; 2025Q3: 1,914 shares; 2025Q4: 2,121 shares; 2026Q1: 2,145 shares 2,145 $1.24M 0.03% +24 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: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 5,176 shares; 2025Q3: 6,685 shares; 2025Q4: 7,405 shares; 2026Q1: 9,155 shares 9,155 $1.24M 0.03% +1,750 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,245 shares; 2025Q2: 4,146 shares; 2025Q3: 9,063 shares; 2025Q4: 10,080 shares; 2026Q1: 18,551 shares 18,551 $1.24M 0.03% +8,471 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 5,733 shares; 2025Q4: 6,688 shares; 2026Q1: 10,490 shares 10,490 $1.24M 0.03% +3,802 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 13,282 shares; 2025Q1: 14,115 shares; 2025Q2: 14,973 shares; 2025Q3: 13,658 shares; 2025Q4: 14,318 shares; 2026Q1: 15,528 shares 15,528 $1.23M 0.03% +1,210 Timeline BALL BALL CORP More: the full row for BALL 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: 4,859 shares; 2025Q4: 8,561 shares; 2026Q1: 19,652 shares 19,652 $1.23M 0.03% +11,091 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,930 shares; 2025Q1: 2,012 shares; 2025Q2: 2,275 shares; 2025Q3: 1,913 shares; 2025Q4: 1,949 shares; 2026Q1: 4,075 shares 4,075 $1.23M 0.03% +2,126 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,513 shares; 2025Q4: 3,591 shares; 2026Q1: 3,491 shares 3,491 $1.22M 0.03% -100 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 15,707 shares; 2025Q1: 14,525 shares; 2025Q2: 14,475 shares; 2025Q3: 14,483 shares; 2025Q4: 14,685 shares; 2026Q1: 21,423 shares 21,423 $1.22M 0.03% +6,738 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 2,492 shares; 2026Q1: 2,454 shares 2,454 $1.21M 0.03% -38 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,946 shares; 2025Q3: 18,742 shares; 2025Q4: 21,960 shares; 2026Q1: 26,968 shares 26,968 $1.21M 0.03% +5,008 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,908 shares; 2024Q4: 39,740 shares; 2025Q1: 98,728 shares; 2025Q2: 113,496 shares; 2025Q3: 87,072 shares; 2025Q4: 83,007 shares; 2026Q1: 93,073 shares 93,073 $1.21M 0.03% +10,066 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 3,061 shares; 2025Q4: 7,417 shares; 2026Q1: 10,730 shares 10,730 $1.21M 0.03% +3,313 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 15,379 shares; 2025Q1: 15,435 shares; 2025Q2: 14,916 shares; 2025Q3: 14,086 shares; 2025Q4: 12,709 shares; 2026Q1: 12,745 shares 12,745 $1.21M 0.03% +36 Timeline SPGM 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: 14,770 shares; 2024Q4: 14,983 shares; 2025Q1: 15,156 shares; 2025Q2: 15,316 shares; 2025Q3: 14,943 shares; 2025Q4: 14,983 shares; 2026Q1: 14,654 shares 14,654 $1.2M 0.03% -329 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: 2,507 shares; 2024Q4: 3,217 shares; 2025Q1: 3,136 shares; 2025Q2: 3,199 shares; 2025Q3: 2,299 shares; 2025Q4: 2,507 shares; 2026Q1: 2,725 shares 2,725 $1.2M 0.03% +218 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,650 shares; 2025Q1: 4,898 shares; 2025Q2: 6,126 shares; 2025Q3: 6,777 shares; 2025Q4: 9,928 shares; 2026Q1: 13,030 shares 13,030 $1.19M 0.03% +3,102 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: 1,841 shares; 2024Q4: 1,874 shares; 2025Q1: 1,812 shares; 2025Q2: 2,463 shares; 2025Q3: 3,368 shares; 2025Q4: 3,432 shares; 2026Q1: 3,564 shares 3,564 $1.19M 0.03% +132 Timeline DFSI 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: 18,424 shares; 2024Q4: 18,990 shares; 2025Q1: 20,031 shares; 2025Q2: 20,033 shares; 2025Q3: 20,587 shares; 2025Q4: 25,623 shares; 2026Q1: 26,399 shares 26,399 $1.19M 0.03% +776 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,587 shares; 2025Q1: 4,187 shares; 2025Q2: 4,096 shares; 2025Q3: 4,417 shares; 2025Q4: 4,236 shares; 2026Q1: 5,858 shares 5,858 $1.18M 0.03% +1,622 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: 15,114 shares; 2024Q4: 15,450 shares; 2025Q1: 14,645 shares; 2025Q2: 11,822 shares; 2025Q3: 11,401 shares; 2025Q4: 21,019 shares; 2026Q1: 20,854 shares 20,854 $1.18M 0.03% -165 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,316 shares; 2025Q2: 5,317 shares; 2025Q3: 5,686 shares; 2025Q4: 5,348 shares; 2026Q1: 5,346 shares 5,346 $1.17M 0.03% -2 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,989 shares; 2025Q2: 2,314 shares; 2025Q3: 2,741 shares; 2025Q4: 2,969 shares; 2026Q1: 3,480 shares 3,480 $1.17M 0.03% +511 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,275 shares; 2026Q1: 44,297 shares 44,297 $1.17M 0.03% +28,022 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: 20,422 shares; 2024Q4: 27,053 shares; 2025Q1: 30,067 shares; 2025Q2: 29,869 shares; 2025Q3: 30,938 shares; 2025Q4: 32,449 shares; 2026Q1: 32,586 shares 32,586 $1.16M 0.03% +137 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 3,632 shares; 2025Q3: 4,298 shares; 2025Q4: 4,689 shares; 2026Q1: 9,593 shares 9,593 $1.16M 0.03% +4,904 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 1,655 shares; 2025Q4: 2,132 shares; 2026Q1: 3,403 shares 3,403 $1.15M 0.03% +1,271 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,175 shares; 2024Q4: 116,044 shares; 2025Q1: 116,565 shares; 2025Q2: 163,766 shares; 2025Q3: 164,037 shares; 2025Q4: 166,541 shares; 2026Q1: 170,751 shares 170,751 $1.15M 0.03% +4,210 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,271 shares; 2025Q2: 24,024 shares; 2025Q3: 37,251 shares; 2025Q4: 42,791 shares; 2026Q1: 49,944 shares 49,944 $1.14M 0.03% +7,153 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 826 shares; 2025Q1: 1,106 shares; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 2,304 shares; 2026Q1: 6,953 shares 6,953 $1.14M 0.03% +4,649 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,705 shares; 2025Q2: 22,086 shares; 2025Q3: 15,435 shares; 2025Q4: 14,645 shares; 2026Q1: 15,527 shares 15,527 $1.14M 0.03% +882 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 525 shares; 2025Q3: 558 shares; 2025Q4: 528 shares; 2026Q1: 746 shares 746 $1.14M 0.03% +218 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 8,117 shares; 2025Q1: 7,377 shares; 2025Q2: 8,322 shares; 2025Q3: 8,100 shares; 2025Q4: 7,707 shares; 2026Q1: 23,555 shares 23,555 $1.13M 0.03% +15,848 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,777 shares; 2025Q4: 7,757 shares; 2026Q1: 13,934 shares 13,934 $1.12M 0.03% +6,177 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 913 shares; 2025Q1: 1,026 shares; 2025Q2: 1,006 shares; 2025Q3: 1,119 shares; 2025Q4: 1,295 shares; 2026Q1: 3,420 shares 3,420 $1.12M 0.02% +2,125 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,707 shares; 2024Q4: 9,820 shares; 2025Q1: 9,839 shares; 2025Q2: 9,597 shares; 2025Q3: 9,285 shares; 2025Q4: 18,605 shares; 2026Q1: 18,085 shares 18,085 $1.12M 0.02% -520 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,427 shares; 2024Q4: 50,906 shares; 2025Q1: 54,017 shares; 2025Q2: 52,216 shares; 2025Q3: 50,922 shares; 2025Q4: 45,477 shares; 2026Q1: 45,150 shares 45,150 $1.1M 0.02% -327 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 5,114 shares; 2025Q3: 5,630 shares; 2025Q4: 8,031 shares; 2026Q1: 10,940 shares 10,940 $1.1M 0.02% +2,909 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: 2,604 shares; 2024Q4: 2,962 shares; 2025Q1: 2,900 shares; 2025Q2: 2,888 shares; 2025Q3: 4,737 shares; 2025Q4: 4,588 shares; 2026Q1: 4,484 shares 4,484 $1.1M 0.02% -104 Timeline