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: 628,775 shares; 2024Q4: 605,774 shares; 2025Q1: 834,875 shares; 2025Q2: 603,304 shares; 2025Q3: 599,397 shares; 2025Q4: 684,287 shares; 2026Q1: 521,158 shares 521,158 $39.9M 3.06% -163,129 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,820 shares; 2026Q1: 772,932 shares 772,932 $38.9M 2.98% +692,112 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: 69,217 shares; 2024Q4: 56,688 shares; 2025Q1: 53,040 shares; 2025Q2: 57,910 shares; 2025Q3: 57,748 shares; 2025Q4: 55,808 shares; 2026Q1: 53,682 shares 53,682 $35.1M 2.69% -2,126 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: 266,190 shares; 2024Q4: 262,317 shares; 2025Q1: 266,823 shares; 2025Q2: 234,575 shares; 2025Q3: 265,615 shares; 2025Q4: 268,270 shares; 2026Q1: 325,038 shares 325,038 $31.8M 2.44% +56,768 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: 204,053 shares; 2024Q4: 13,906 shares; 2025Q1: 165,863 shares; 2025Q2: 320,943 shares; 2025Q3: 266,619 shares; 2025Q4: 316,469 shares; 2026Q1: 252,096 shares 252,096 $24.5M 1.88% -64,373 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849,655 shares; 2024Q4: 872,180 shares; 2025Q1: 1,216,728 shares; 2025Q2: 1,097,517 shares; 2025Q3: 1,193,784 shares; 2025Q4: 986,054 shares; 2026Q1: 950,229 shares 950,229 $24.3M 1.87% -35,825 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: 65,633 shares; 2024Q4: 36,002 shares; 2025Q1: 44,870 shares; 2025Q2: 55,847 shares; 2025Q3: 50,180 shares; 2025Q4: 49,031 shares; 2026Q1: 41,106 shares 41,106 $23.7M 1.82% -7,925 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,464 shares; 2025Q2: 588,185 shares; 2025Q3: 561,243 shares; 2025Q4: 605,866 shares; 2026Q1: 613,106 shares 613,106 $20.5M 1.57% +7,240 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: 106,255 shares; 2024Q4: 112,042 shares; 2025Q1: 122,900 shares; 2025Q2: 114,811 shares; 2025Q3: 115,692 shares; 2025Q4: 112,608 shares; 2026Q1: 117,012 shares 117,012 $20.4M 1.56% +4,404 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: 197,420 shares; 2024Q4: 224,224 shares; 2025Q1: 216,162 shares; 2025Q2: 338,386 shares; 2025Q3: 348,005 shares; 2025Q4: 307,571 shares; 2026Q1: 328,746 shares 328,746 $18.6M 1.43% +21,175 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 39,240 shares; 2025Q4: 171,265 shares; 2026Q1: 243,010 shares 243,010 $18.4M 1.41% +71,745 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: 46,831 shares; 2024Q4: 59,332 shares; 2025Q1: 63,529 shares; 2025Q2: 68,391 shares; 2025Q3: 71,461 shares; 2025Q4: 70,151 shares; 2026Q1: 70,401 shares 70,401 $17.9M 1.37% +250 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: 28,828 shares; 2024Q4: 75,893 shares; 2025Q1: 31,440 shares; 2025Q2: 29,718 shares; 2025Q3: 31,250 shares; 2025Q4: 36,675 shares; 2026Q1: 65,726 shares 65,726 $16.3M 1.25% +29,051 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: 248,719 shares; 2024Q4: 277,779 shares; 2025Q1: 194,589 shares; 2025Q2: 123,211 shares; 2025Q3: 140,391 shares; 2025Q4: 293,949 shares; 2026Q1: 316,302 shares 316,302 $15.8M 1.21% +22,353 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: 175,844 shares; 2024Q4: 202,528 shares; 2025Q1: 186,036 shares; 2025Q2: 460,553 shares; 2025Q3: 444,941 shares; 2025Q4: 399,405 shares; 2026Q1: 252,973 shares 252,973 $14.4M 1.1% -146,432 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: 106,972 shares; 2024Q4: 322,319 shares; 2025Q1: 277,248 shares; 2025Q2: 374,178 shares; 2025Q3: 438,306 shares; 2025Q4: 367,646 shares; 2026Q1: 430,017 shares 430,017 $13.3M 1.02% +62,371 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: 27,473 shares; 2024Q4: 28,316 shares; 2025Q1: 29,546 shares; 2025Q2: 29,672 shares; 2025Q3: 30,838 shares; 2025Q4: 30,741 shares; 2026Q1: 35,329 shares 35,329 $13.1M 1% +4,588 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: 44,399 shares; 2024Q4: 44,251 shares; 2025Q1: 45,610 shares; 2025Q2: 54,166 shares; 2025Q3: 59,026 shares; 2025Q4: 62,889 shares; 2026Q1: 62,594 shares 62,594 $13M 1% -295 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: 26,125 shares; 2024Q4: 29,162 shares; 2025Q1: 30,287 shares; 2025Q2: 30,323 shares; 2025Q3: 27,786 shares; 2025Q4: 33,985 shares; 2026Q1: 37,157 shares 37,157 $12.6M 0.96% +3,172 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,535 shares; 2024Q4: 456,672 shares; 2025Q1: 575,478 shares; 2025Q2: 434,605 shares; 2025Q3: 414,158 shares; 2025Q4: 393,318 shares; 2026Q1: 466,217 shares 466,217 $10.7M 0.82% +72,899 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: 55,828 shares; 2024Q4: 71,934 shares; 2025Q1: 75,391 shares; 2025Q2: 80,248 shares; 2025Q3: 75,641 shares; 2025Q4: 99,195 shares; 2026Q1: 93,008 shares 93,008 $10.4M 0.8% -6,187 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: 17,300 shares; 2024Q4: 19,027 shares; 2025Q1: 18,220 shares; 2025Q2: 41,811 shares; 2025Q3: 49,604 shares; 2025Q4: 48,071 shares; 2026Q1: 53,033 shares 53,033 $10.4M 0.8% +4,962 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: 180,627 shares; 2024Q4: 281,842 shares; 2025Q1: 362,022 shares; 2025Q2: 127,678 shares; 2025Q3: 105,617 shares; 2025Q4: 109,758 shares; 2026Q1: 90,740 shares 90,740 $10.3M 0.79% -19,018 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: not reported; 2024Q4: not reported; 2025Q1: 9,698 shares; 2025Q2: 77,501 shares; 2025Q3: 128,785 shares; 2025Q4: 160,312 shares; 2026Q1: 141,955 shares 141,955 $10.1M 0.77% -18,357 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: 28,837 shares; 2024Q4: 25,656 shares; 2025Q1: 29,843 shares; 2025Q2: 47,918 shares; 2025Q3: 64,655 shares; 2025Q4: 100,576 shares; 2026Q1: 160,114 shares 160,114 $9.57M 0.73% +59,538 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: 12,961 shares; 2024Q4: 12,993 shares; 2025Q1: 13,707 shares; 2025Q2: 88,640 shares; 2025Q3: 112,268 shares; 2025Q4: 116,192 shares; 2026Q1: 106,926 shares 106,926 $9.43M 0.72% -9,266 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,014 shares; 2024Q4: 115,209 shares; 2025Q1: 131,932 shares; 2025Q2: 146,160 shares; 2025Q3: 159,260 shares; 2025Q4: 171,937 shares; 2026Q1: 230,770 shares 230,770 $9.27M 0.71% +58,833 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,395 shares; 2024Q4: 162,390 shares; 2025Q1: 155,882 shares; 2025Q2: 184,874 shares; 2025Q3: 212,200 shares; 2025Q4: 193,511 shares; 2026Q1: 248,960 shares 248,960 $9.16M 0.7% +55,449 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,031 shares; 2025Q2: 17,488 shares; 2025Q3: 76,412 shares; 2025Q4: 90,106 shares; 2026Q1: 86,432 shares 86,432 $8.94M 0.69% -3,674 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: 188,195 shares; 2024Q4: 195,711 shares; 2025Q1: 211,275 shares; 2025Q2: 187,181 shares; 2025Q3: 207,183 shares; 2025Q4: 217,909 shares; 2026Q1: 218,522 shares 218,522 $8.87M 0.68% +613 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 18,105 shares; 2025Q1: 22,073 shares; 2025Q2: 24,043 shares; 2025Q3: 32,748 shares; 2025Q4: 37,795 shares; 2026Q1: 77,035 shares 77,035 $8.53M 0.65% +39,240 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,008 shares; 2025Q3: 22,990 shares; 2025Q4: 29,193 shares; 2026Q1: 37,431 shares 37,431 $8.43M 0.65% +8,238 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: 7,450 shares; 2024Q4: 103,875 shares; 2025Q1: 41,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,270 shares 69,270 $8.21M 0.63% new 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: 90,422 shares; 2024Q4: 76,555 shares; 2025Q1: 95,089 shares; 2025Q2: 97,927 shares; 2025Q3: 69,811 shares; 2025Q4: 82,357 shares; 2026Q1: 80,462 shares 80,462 $8.1M 0.62% -1,895 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,843 shares 78,843 $7.94M 0.61% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,371 shares; 2025Q1: 13,440 shares; 2025Q2: 17,085 shares; 2025Q3: 19,778 shares; 2025Q4: 20,398 shares; 2026Q1: 21,257 shares 21,257 $7.9M 0.61% +859 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: 31,878 shares; 2024Q4: 33,696 shares; 2025Q1: 32,937 shares; 2025Q2: 30,268 shares; 2025Q3: 30,335 shares; 2025Q4: 31,778 shares; 2026Q1: 36,628 shares 36,628 $7.88M 0.6% +4,850 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,080 shares; 2024Q4: 7,583 shares; 2025Q1: 7,443 shares; 2025Q2: 10,204 shares; 2025Q3: 12,260 shares; 2025Q4: 15,157 shares; 2026Q1: 13,157 shares 13,157 $7.86M 0.6% -2,000 Timeline VIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 18,020 shares; 2025Q4: 21,396 shares; 2026Q1: 24,202 shares 24,202 $7.56M 0.58% +2,806 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: 128,304 shares; 2024Q4: 175,992 shares; 2025Q1: 178,878 shares; 2025Q2: 134,329 shares; 2025Q3: 130,559 shares; 2025Q4: 120,682 shares; 2026Q1: 118,848 shares 118,848 $7.44M 0.57% -1,834 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: 5,210 shares; 2024Q4: 5,194 shares; 2025Q1: 5,737 shares; 2025Q2: 5,907 shares; 2025Q3: 6,685 shares; 2025Q4: 6,909 shares; 2026Q1: 7,187 shares 7,187 $7.16M 0.55% +278 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: 12,893 shares; 2024Q4: 13,813 shares; 2025Q1: 11,698 shares; 2025Q2: 13,889 shares; 2025Q3: 16,515 shares; 2025Q4: 10,444 shares; 2026Q1: 10,831 shares 10,831 $7.05M 0.54% +387 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,190 shares; 2025Q3: 116,006 shares; 2025Q4: 142,242 shares; 2026Q1: 138,611 shares 138,611 $6.91M 0.53% -3,631 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: 130,905 shares; 2024Q4: 131,080 shares; 2025Q1: 155,066 shares; 2025Q2: 165,377 shares; 2025Q3: 207,494 shares; 2025Q4: 211,871 shares; 2026Q1: 152,584 shares 152,584 $6.84M 0.52% -59,287 Timeline RSEE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,628 shares; 2024Q4: 304,301 shares; 2025Q1: 338,270 shares; 2025Q2: 250,162 shares; 2025Q3: 200,979 shares; 2025Q4: 197,314 shares; 2026Q1: 195,675 shares 195,675 $6.39M 0.49% -1,639 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: 10,083 shares; 2024Q4: 12,020 shares; 2025Q1: 15,287 shares; 2025Q2: 15,836 shares; 2025Q3: 28,889 shares; 2025Q4: 35,740 shares; 2026Q1: 14,523 shares 14,523 $6.25M 0.48% -21,217 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,474 shares; 2024Q4: 97,661 shares; 2025Q1: 227,933 shares; 2025Q2: 63,014 shares; 2025Q3: 107,123 shares; 2025Q4: 55,999 shares; 2026Q1: 67,686 shares 67,686 $6.2M 0.48% +11,687 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,146 shares; 2024Q4: 98,111 shares; 2025Q1: 111,232 shares; 2025Q2: 118,786 shares; 2025Q3: 120,459 shares; 2025Q4: 128,681 shares; 2026Q1: 157,577 shares 157,577 $6.05M 0.46% +28,896 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: 18,062 shares; 2024Q4: 19,459 shares; 2025Q1: 22,314 shares; 2025Q2: 16,077 shares; 2025Q3: 16,414 shares; 2025Q4: 16,889 shares; 2026Q1: 20,813 shares 20,813 $5.98M 0.46% +3,924 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: 74,606 shares; 2024Q4: 87,903 shares; 2025Q1: 93,102 shares; 2025Q2: 91,084 shares; 2025Q3: 79,393 shares; 2025Q4: 76,228 shares; 2026Q1: 79,180 shares 79,180 $5.95M 0.46% +2,952 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: 173,939 shares; 2024Q4: 174,286 shares; 2025Q1: 159,875 shares; 2025Q2: 149,603 shares; 2025Q3: 137,513 shares; 2025Q4: 120,885 shares; 2026Q1: 124,330 shares 124,330 $5.85M 0.45% +3,445 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: 3,633 shares; 2024Q4: 3,833 shares; 2025Q1: 4,616 shares; 2025Q2: 6,394 shares; 2025Q3: 7,626 shares; 2025Q4: 8,944 shares; 2026Q1: 10,191 shares 10,191 $5.83M 0.45% +1,247 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: 7,221 shares; 2024Q4: 7,767 shares; 2025Q1: 14,383 shares; 2025Q2: 88,111 shares; 2025Q3: 94,492 shares; 2025Q4: 105,425 shares; 2026Q1: 83,287 shares 83,287 $5.81M 0.45% -22,138 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: 31,990 shares; 2024Q4: 34,866 shares; 2025Q1: 37,578 shares; 2025Q2: 39,587 shares; 2025Q3: 42,197 shares; 2025Q4: 46,853 shares; 2026Q1: 65,585 shares 65,585 $5.76M 0.44% +18,732 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: 11,350 shares; 2024Q4: 11,544 shares; 2025Q1: 12,554 shares; 2025Q2: 12,979 shares; 2025Q3: 13,126 shares; 2025Q4: 15,971 shares; 2026Q1: 17,631 shares 17,631 $5.66M 0.43% +1,660 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,622 shares; 2024Q4: 86,540 shares; 2025Q1: 100,496 shares; 2025Q2: 103,312 shares; 2025Q3: 107,230 shares; 2025Q4: 110,827 shares; 2026Q1: 132,614 shares 132,614 $5.64M 0.43% +21,787 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,004 shares; 2024Q4: 71,709 shares; 2025Q1: 84,483 shares; 2025Q2: 89,959 shares; 2025Q3: 95,880 shares; 2025Q4: 104,846 shares; 2026Q1: 163,630 shares 163,630 $5.63M 0.43% +58,784 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: not reported; 2025Q4: 35,842 shares; 2026Q1: 78,921 shares 78,921 $5.59M 0.43% +43,079 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: 26,333 shares; 2024Q4: 26,706 shares; 2025Q1: 58,194 shares; 2025Q2: 61,174 shares; 2025Q3: 77,844 shares; 2025Q4: 80,938 shares; 2026Q1: 86,777 shares 86,777 $5.56M 0.43% +5,839 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: 14,697 shares; 2024Q4: 13,099 shares; 2025Q1: 15,391 shares; 2025Q2: 15,691 shares; 2025Q3: 15,634 shares; 2025Q4: 15,554 shares; 2026Q1: 18,478 shares 18,478 $5.44M 0.42% +2,924 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,580 shares; 2024Q4: 47,478 shares; 2025Q1: 50,173 shares; 2025Q2: 55,733 shares; 2025Q3: 59,738 shares; 2025Q4: 65,598 shares; 2026Q1: 104,316 shares 104,316 $5.23M 0.4% +38,718 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,753 shares; 2024Q4: 77,478 shares; 2025Q1: 91,375 shares; 2025Q2: 75,812 shares; 2025Q3: 80,058 shares; 2025Q4: 80,533 shares; 2026Q1: 110,028 shares 110,028 $5.08M 0.39% +29,495 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,134 shares; 2024Q4: 104,275 shares; 2025Q1: 123,961 shares; 2025Q2: 121,033 shares; 2025Q3: 118,231 shares; 2025Q4: 121,346 shares; 2026Q1: 96,652 shares 96,652 $4.88M 0.37% -24,694 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,981 shares; 2025Q1: 134,454 shares; 2025Q2: 141,380 shares; 2025Q3: 140,132 shares; 2025Q4: 142,477 shares; 2026Q1: 161,648 shares 161,648 $4.64M 0.36% +19,171 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 3,486 shares; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,462 shares 49,462 $4.48M 0.34% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 183,579 shares 183,579 $4.46M 0.34% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,170 shares; 2024Q4: 35,918 shares; 2025Q1: 30,640 shares; 2025Q2: 32,253 shares; 2025Q3: 33,270 shares; 2025Q4: 35,228 shares; 2026Q1: 47,684 shares 47,684 $4.42M 0.34% +12,456 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: 21,702 shares; 2024Q4: 14,034 shares; 2025Q1: 16,663 shares; 2025Q2: 21,761 shares; 2025Q3: 31,713 shares; 2025Q4: 32,672 shares; 2026Q1: 34,865 shares 34,865 $4.33M 0.33% +2,193 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: 3,473 shares; 2024Q4: 4,798 shares; 2025Q1: 4,895 shares; 2025Q2: 4,644 shares; 2025Q3: 4,467 shares; 2025Q4: 4,545 shares; 2026Q1: 4,694 shares 4,694 $4.32M 0.33% +149 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,674 shares; 2024Q4: 6,580 shares; 2025Q1: 9,062 shares; 2025Q2: 85,200 shares; 2025Q3: 86,105 shares; 2025Q4: 82,985 shares; 2026Q1: 86,088 shares 86,088 $4.31M 0.33% +3,103 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 4,219 shares; 2025Q1: 2,414 shares; 2025Q2: 2,518 shares; 2025Q3: 2,695 shares; 2025Q4: 2,893 shares; 2026Q1: 11,044 shares 11,044 $4.23M 0.32% +8,151 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: 3,017 shares; 2024Q4: 2,988 shares; 2025Q1: 3,405 shares; 2025Q2: 3,319 shares; 2025Q3: 3,079 shares; 2025Q4: 3,328 shares; 2026Q1: 10,695 shares 10,695 $4.18M 0.32% +7,367 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: 7,458 shares; 2024Q4: 10,494 shares; 2025Q1: 11,500 shares; 2025Q2: 11,403 shares; 2025Q3: 11,380 shares; 2025Q4: 11,697 shares; 2026Q1: 13,773 shares 13,773 $4.16M 0.32% +2,076 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: 14,074 shares; 2024Q4: 13,884 shares; 2025Q1: 15,143 shares; 2025Q2: 19,453 shares; 2025Q3: 18,780 shares; 2025Q4: 18,483 shares; 2026Q1: 28,212 shares 28,212 $4.13M 0.32% +9,729 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,444 shares; 2025Q2: 163,460 shares; 2025Q3: 127,377 shares; 2025Q4: 105,019 shares; 2026Q1: 96,449 shares 96,449 $3.96M 0.3% -8,570 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: 70,441 shares; 2024Q4: 83,053 shares; 2025Q1: 96,381 shares; 2025Q2: 97,882 shares; 2025Q3: 96,631 shares; 2025Q4: 68,512 shares; 2026Q1: 78,175 shares 78,175 $3.96M 0.3% +9,663 Timeline CTA 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: 331,465 shares; 2024Q4: 331,621 shares; 2025Q1: 334,813 shares; 2025Q2: 125,998 shares; 2025Q3: 121,958 shares; 2025Q4: 124,028 shares; 2026Q1: 128,738 shares 128,738 $3.89M 0.3% +4,710 Timeline QLTA ISHARES 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: 74,944 shares; 2025Q4: 66,015 shares; 2026Q1: 79,449 shares 79,449 $3.78M 0.29% +13,434 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: 12,055 shares; 2024Q4: 13,070 shares; 2025Q1: 14,581 shares; 2025Q2: 18,246 shares; 2025Q3: 19,424 shares; 2025Q4: 19,105 shares; 2026Q1: 19,653 shares 19,653 $3.77M 0.29% +548 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: not reported; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 13,566 shares; 2025Q3: 38,480 shares; 2025Q4: 40,564 shares; 2026Q1: 44,084 shares 44,084 $3.74M 0.29% +3,520 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: not reported; 2024Q4: not reported; 2025Q1: 8,037 shares; 2025Q2: 5,583 shares; 2025Q3: not reported; 2025Q4: 68,866 shares; 2026Q1: 68,790 shares 68,790 $3.72M 0.28% -76 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: 175,653 shares; 2024Q4: 182,389 shares; 2025Q1: 185,015 shares; 2025Q2: 191,504 shares; 2025Q3: 190,769 shares; 2025Q4: 193,377 shares; 2026Q1: 206,323 shares 206,323 $3.72M 0.28% +12,946 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: not reported; 2024Q4: 21,895 shares; 2025Q1: 22,381 shares; 2025Q2: 4,442 shares; 2025Q3: 4,449 shares; 2025Q4: 8,879 shares; 2026Q1: 60,528 shares 60,528 $3.71M 0.28% +51,649 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,851 shares; 2024Q4: 44,764 shares; 2025Q1: 44,668 shares; 2025Q2: 50,974 shares; 2025Q3: 53,710 shares; 2025Q4: 54,120 shares; 2026Q1: 63,242 shares 63,242 $3.68M 0.28% +9,122 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 14,223 shares; 2025Q2: 82,782 shares; 2025Q3: 114,202 shares; 2025Q4: 148,540 shares; 2026Q1: 242,221 shares 242,221 $3.63M 0.28% +93,681 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,473 shares; 2025Q2: 106,613 shares; 2025Q3: 77,737 shares; 2025Q4: 69,085 shares; 2026Q1: 69,177 shares 69,177 $3.6M 0.28% +92 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: 6,860 shares; 2024Q4: 7,698 shares; 2025Q1: 8,558 shares; 2025Q2: 8,366 shares; 2025Q3: 9,089 shares; 2025Q4: 10,064 shares; 2026Q1: 11,517 shares 11,517 $3.56M 0.27% +1,453 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,728 shares; 2025Q3: 71,143 shares; 2025Q4: 73,490 shares; 2026Q1: 77,302 shares 77,302 $3.54M 0.27% +3,812 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: 53,337 shares; 2024Q4: 23,151 shares; 2025Q1: 27,817 shares; 2025Q2: 19,711 shares; 2025Q3: 19,488 shares; 2025Q4: 17,931 shares; 2026Q1: 18,306 shares 18,306 $3.51M 0.27% +375 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: 7,468 shares; 2024Q4: 7,841 shares; 2025Q1: 7,049 shares; 2025Q2: 7,098 shares; 2025Q3: 7,129 shares; 2025Q4: 7,535 shares; 2026Q1: 7,993 shares 7,993 $3.49M 0.27% +458 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: 6,878 shares; 2024Q4: 82,826 shares; 2025Q1: 10,313 shares; 2025Q2: 11,924 shares; 2025Q3: 12,036 shares; 2025Q4: 12,798 shares; 2026Q1: 15,455 shares 15,455 $3.26M 0.25% +2,657 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 35,233 shares; 2025Q1: 38,732 shares; 2025Q2: 27,690 shares; 2025Q3: 36,035 shares; 2025Q4: 33,059 shares; 2026Q1: 34,725 shares 34,725 $3.26M 0.25% +1,666 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 18,938 shares; 2025Q3: 18,919 shares; 2025Q4: 26,742 shares; 2026Q1: 27,713 shares 27,713 $3.25M 0.25% +971 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: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 8,576 shares; 2026Q1: 14,843 shares 14,843 $3.25M 0.25% +6,267 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: 16,891 shares; 2024Q4: 15,409 shares; 2025Q1: 17,548 shares; 2025Q2: 17,993 shares; 2025Q3: 15,224 shares; 2025Q4: 12,762 shares; 2026Q1: 11,241 shares 11,241 $3.22M 0.25% -1,521 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 5,927 shares; 2025Q1: 8,367 shares; 2025Q2: 10,252 shares; 2025Q3: 11,316 shares; 2025Q4: 12,919 shares; 2026Q1: 19,577 shares 19,577 $3.2M 0.25% +6,658 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,215 shares; 2024Q4: 38,395 shares; 2025Q1: 38,047 shares; 2025Q2: 37,990 shares; 2025Q3: 37,071 shares; 2025Q4: 37,730 shares; 2026Q1: 39,986 shares 39,986 $3.19M 0.24% +2,256 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: not reported; 2025Q2: 6,396 shares; 2025Q3: 10,574 shares; 2025Q4: 11,998 shares; 2026Q1: 21,601 shares 21,601 $3.13M 0.24% +9,603 Timeline FMAR 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: 17,456 shares; 2024Q4: 16,374 shares; 2025Q1: 12,627 shares; 2025Q2: 84,496 shares; 2025Q3: 74,302 shares; 2025Q4: 67,292 shares; 2026Q1: 63,366 shares 63,366 $3.07M 0.24% -3,926 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,711 shares; 2024Q4: 35,571 shares; 2025Q1: 30,707 shares; 2025Q2: 32,011 shares; 2025Q3: 37,049 shares; 2025Q4: 37,374 shares; 2026Q1: 41,148 shares 41,148 $3.06M 0.23% +3,774 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,440 shares; 2025Q1: 20,015 shares; 2025Q2: 63,951 shares; 2025Q3: 63,168 shares; 2025Q4: 107,486 shares; 2026Q1: 103,920 shares 103,920 $2.97M 0.23% -3,566 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,054 shares; 2024Q4: 21,811 shares; 2025Q1: 21,544 shares; 2025Q2: 21,565 shares; 2025Q3: 21,232 shares; 2025Q4: 20,500 shares; 2026Q1: 23,116 shares 23,116 $2.94M 0.22% +2,616 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 41,442 shares; 2025Q1: 65,315 shares; 2025Q2: 66,231 shares; 2025Q3: 67,274 shares; 2025Q4: 45,422 shares; 2026Q1: 45,850 shares 45,850 $2.93M 0.22% +428 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,664 shares; 2025Q1: 97,673 shares; 2025Q2: 94,767 shares; 2025Q3: 92,959 shares; 2025Q4: 85,401 shares; 2026Q1: 87,447 shares 87,447 $2.86M 0.22% +2,046 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,405 shares; 2025Q3: 41,092 shares; 2025Q4: 41,435 shares; 2026Q1: 78,588 shares 78,588 $2.84M 0.22% +37,153 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: 5,484 shares; 2024Q4: 5,534 shares; 2025Q1: 9,197 shares; 2025Q2: 16,782 shares; 2025Q3: 35,655 shares; 2025Q4: 37,177 shares; 2026Q1: 41,284 shares 41,284 $2.79M 0.21% +4,107 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,836 shares; 2026Q1: 22,797 shares 22,797 $2.75M 0.21% -8,039 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,068 shares; 2025Q1: 41,762 shares; 2025Q2: 41,280 shares; 2025Q3: 43,277 shares; 2025Q4: 50,080 shares; 2026Q1: 49,213 shares 49,213 $2.68M 0.21% -867 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: 17,802 shares; 2024Q4: 17,719 shares; 2025Q1: 19,057 shares; 2025Q2: 20,256 shares; 2025Q3: 16,408 shares; 2025Q4: 16,535 shares; 2026Q1: 12,963 shares 12,963 $2.68M 0.21% -3,572 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,162 shares; 2024Q4: 28,524 shares; 2025Q1: 33,568 shares; 2025Q2: 48,377 shares; 2025Q3: 46,738 shares; 2025Q4: 49,091 shares; 2026Q1: 53,793 shares 53,793 $2.64M 0.2% +4,702 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,998 shares; 2025Q3: 47,464 shares; 2025Q4: 37,290 shares; 2026Q1: 47,962 shares 47,962 $2.63M 0.2% +10,672 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,279 shares; 2024Q4: 63,870 shares; 2025Q1: 84,553 shares; 2025Q2: 44,781 shares; 2025Q3: 50,792 shares; 2025Q4: 53,615 shares; 2026Q1: 77,565 shares 77,565 $2.6M 0.2% +23,950 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,714 shares 103,714 $2.59M 0.2% new Timeline REGL 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: 22,441 shares; 2024Q4: 24,237 shares; 2025Q1: 24,348 shares; 2025Q2: 25,508 shares; 2025Q3: 26,927 shares; 2025Q4: 24,011 shares; 2026Q1: 29,492 shares 29,492 $2.55M 0.2% +5,481 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: 34,047 shares; 2024Q4: 38,109 shares; 2025Q1: 44,324 shares; 2025Q2: 50,230 shares; 2025Q3: 47,530 shares; 2025Q4: 45,851 shares; 2026Q1: 49,785 shares 49,785 $2.5M 0.19% +3,934 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: not reported; 2024Q4: not reported; 2025Q1: 20,808 shares; 2025Q2: 32,557 shares; 2025Q3: 35,056 shares; 2025Q4: 59,130 shares; 2026Q1: 67,892 shares 67,892 $2.5M 0.19% +8,762 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: 12,319 shares; 2024Q4: 12,475 shares; 2025Q1: 12,653 shares; 2025Q2: 12,743 shares; 2025Q3: 12,633 shares; 2025Q4: 12,113 shares; 2026Q1: 19,807 shares 19,807 $2.46M 0.19% +7,694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,660 shares 66,660 $2.46M 0.19% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,371 shares; 2024Q4: 54,090 shares; 2025Q1: 59,027 shares; 2025Q2: 65,247 shares; 2025Q3: 69,723 shares; 2025Q4: 64,267 shares; 2026Q1: 52,257 shares 52,257 $2.44M 0.19% -12,010 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,127 shares 83,127 $2.43M 0.19% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 9,278 shares; 2025Q2: 41,701 shares; 2025Q3: 69,582 shares; 2025Q4: 76,739 shares; 2026Q1: 82,953 shares 82,953 $2.42M 0.19% +6,214 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: 4,395 shares; 2024Q4: 5,410 shares; 2025Q1: 6,045 shares; 2025Q2: 6,327 shares; 2025Q3: 6,282 shares; 2025Q4: 7,385 shares; 2026Q1: 7,291 shares 7,291 $2.4M 0.18% -94 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,526 shares; 2025Q3: 36,557 shares; 2025Q4: 38,900 shares; 2026Q1: 35,177 shares 35,177 $2.4M 0.18% -3,723 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: 1,963 shares; 2024Q4: 2,259 shares; 2025Q1: 2,359 shares; 2025Q2: 3,515 shares; 2025Q3: 4,033 shares; 2025Q4: 4,318 shares; 2026Q1: 8,429 shares 8,429 $2.39M 0.18% +4,111 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,627 shares; 2025Q2: 10,051 shares; 2025Q3: 10,432 shares; 2025Q4: 19,513 shares; 2026Q1: 21,631 shares 21,631 $2.39M 0.18% +2,118 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 13,795 shares; 2025Q1: 16,848 shares; 2025Q2: 19,453 shares; 2025Q3: 20,534 shares; 2025Q4: 20,016 shares; 2026Q1: 25,564 shares 25,564 $2.39M 0.18% +5,548 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,834 shares; 2024Q4: 28,898 shares; 2025Q1: 27,971 shares; 2025Q2: 10,594 shares; 2025Q3: 10,671 shares; 2025Q4: 9,511 shares; 2026Q1: 10,012 shares 10,012 $2.38M 0.18% +501 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: 6,106 shares; 2024Q4: 7,641 shares; 2025Q1: 9,493 shares; 2025Q2: 9,681 shares; 2025Q3: 9,360 shares; 2025Q4: 9,585 shares; 2026Q1: 9,727 shares 9,727 $2.38M 0.18% +142 Timeline SH 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: not reported; 2024Q4: 58,810 shares; 2025Q1: 59,243 shares; 2025Q2: 56,394 shares; 2025Q3: 19,096 shares; 2025Q4: not reported; 2026Q1: 62,331 shares 62,331 $2.36M 0.18% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,252 shares; 2024Q4: 50,203 shares; 2025Q1: 51,652 shares; 2025Q2: 53,532 shares; 2025Q3: 53,441 shares; 2025Q4: 53,293 shares; 2026Q1: 89,639 shares 89,639 $2.32M 0.18% +36,346 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: 6,250 shares; 2024Q4: 6,268 shares; 2025Q1: 6,255 shares; 2025Q2: 5,962 shares; 2025Q3: 6,006 shares; 2025Q4: 6,235 shares; 2026Q1: 8,750 shares 8,750 $2.29M 0.18% +2,515 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,808 shares; 2024Q4: 86,884 shares; 2025Q1: 21,228 shares; 2025Q2: 21,828 shares; 2025Q3: 22,266 shares; 2025Q4: 20,870 shares; 2026Q1: 20,512 shares 20,512 $2.28M 0.18% -358 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,357 shares 26,357 $2.28M 0.17% new 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: 4,359 shares; 2024Q4: 4,651 shares; 2025Q1: 9,598 shares; 2025Q2: 8,381 shares; 2025Q3: 10,102 shares; 2025Q4: 15,365 shares; 2026Q1: 7,865 shares 7,865 $2.26M 0.17% -7,500 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 1,016 shares; 2025Q4: 1,244 shares; 2026Q1: 2,586 shares 2,586 $2.26M 0.17% +1,342 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,553 shares; 2025Q1: 35,982 shares; 2025Q2: 36,744 shares; 2025Q3: 36,519 shares; 2025Q4: 38,650 shares; 2026Q1: 62,730 shares 62,730 $2.24M 0.17% +24,080 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: 5,352 shares; 2024Q4: 5,200 shares; 2025Q1: 10,059 shares; 2025Q2: 7,249 shares; 2025Q3: 8,221 shares; 2025Q4: 4,637 shares; 2026Q1: 22,235 shares 22,235 $2.21M 0.17% +17,598 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,778 shares 92,778 $2.16M 0.17% new 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: 3,367 shares; 2024Q4: 3,904 shares; 2025Q1: 4,384 shares; 2025Q2: 4,374 shares; 2025Q3: 4,298 shares; 2025Q4: 5,511 shares; 2026Q1: 9,940 shares 9,940 $2.16M 0.17% +4,429 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,396 shares; 2026Q1: 45,184 shares 45,184 $2.14M 0.16% -1,212 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,620 shares; 2025Q3: 33,491 shares; 2025Q4: 39,434 shares; 2026Q1: 17,617 shares 17,617 $2.13M 0.16% -21,817 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,702 shares; 2025Q1: 13,201 shares; 2025Q2: 14,623 shares; 2025Q3: 14,901 shares; 2025Q4: 15,106 shares; 2026Q1: 15,215 shares 15,215 $2.12M 0.16% +109 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: 11,552 shares; 2024Q4: 16,181 shares; 2025Q1: 19,222 shares; 2025Q2: 20,680 shares; 2025Q3: 20,902 shares; 2025Q4: 22,239 shares; 2026Q1: 22,716 shares 22,716 $2.11M 0.16% +477 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: 844 shares; 2024Q4: 2,796 shares; 2025Q1: 3,462 shares; 2025Q2: 3,552 shares; 2025Q3: 3,444 shares; 2025Q4: 3,571 shares; 2026Q1: 3,705 shares 3,705 $2.03M 0.16% +134 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: 8,171 shares; 2024Q4: 8,934 shares; 2025Q1: 16,277 shares; 2025Q2: 13,817 shares; 2025Q3: 9,601 shares; 2025Q4: 9,271 shares; 2026Q1: 9,971 shares 9,971 $2.03M 0.16% +700 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: 13,619 shares; 2025Q1: 13,580 shares; 2025Q2: 12,054 shares; 2025Q3: 13,093 shares; 2025Q4: 15,864 shares; 2026Q1: 29,497 shares 29,497 $2.01M 0.15% +13,633 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 27,476 shares; 2025Q1: 19,274 shares; 2025Q2: 17,859 shares; 2025Q3: 18,259 shares; 2025Q4: 36,559 shares; 2026Q1: 43,072 shares 43,072 $1.99M 0.15% +6,513 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: 3,902 shares; 2024Q4: 8,737 shares; 2025Q1: 8,375 shares; 2025Q2: 8,495 shares; 2025Q3: 8,576 shares; 2025Q4: 8,575 shares; 2026Q1: 8,509 shares 8,509 $1.99M 0.15% -66 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,758 shares; 2025Q1: 11,708 shares; 2025Q2: 11,649 shares; 2025Q3: 11,501 shares; 2025Q4: 12,869 shares; 2026Q1: 13,726 shares 13,726 $1.96M 0.15% +857 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: not reported; 2024Q4: not reported; 2025Q1: 4,669 shares; 2025Q2: 8,402 shares; 2025Q3: 17,265 shares; 2025Q4: 19,593 shares; 2026Q1: 24,166 shares 24,166 $1.95M 0.15% +4,573 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: 11,631 shares; 2024Q4: 11,624 shares; 2025Q1: 28,069 shares; 2025Q2: 27,976 shares; 2025Q3: 32,466 shares; 2025Q4: 36,608 shares; 2026Q1: 38,266 shares 38,266 $1.91M 0.15% +1,658 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: 2,342 shares; 2024Q4: 2,540 shares; 2025Q1: 3,061 shares; 2025Q2: 4,085 shares; 2025Q3: 4,150 shares; 2025Q4: 4,062 shares; 2026Q1: 3,977 shares 3,977 $1.91M 0.15% -85 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: 759 shares; 2024Q4: 1,406 shares; 2025Q1: 1,783 shares; 2025Q2: 2,026 shares; 2025Q3: 2,017 shares; 2025Q4: 24,041 shares; 2026Q1: 19,645 shares 19,645 $1.89M 0.14% -4,396 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: 30,556 shares; 2024Q4: 65,509 shares; 2025Q1: 69,284 shares; 2025Q2: 33,578 shares; 2025Q3: 33,226 shares; 2025Q4: 35,711 shares; 2026Q1: 80,949 shares 80,949 $1.88M 0.14% +45,238 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,525 shares 18,525 $1.86M 0.14% new 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: 4,860 shares; 2024Q4: 10,308 shares; 2025Q1: 12,912 shares; 2025Q2: 13,464 shares; 2025Q3: 18,730 shares; 2025Q4: 28,070 shares; 2026Q1: 33,528 shares 33,528 $1.86M 0.14% +5,458 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: 50,291 shares; 2024Q4: 45,373 shares; 2025Q1: 45,999 shares; 2025Q2: 44,381 shares; 2025Q3: 43,995 shares; 2025Q4: 43,952 shares; 2026Q1: 46,889 shares 46,889 $1.85M 0.14% +2,937 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: 23,117 shares; 2025Q1: 23,562 shares; 2025Q2: 26,806 shares; 2025Q3: 26,108 shares; 2025Q4: 27,180 shares; 2026Q1: 40,612 shares 40,612 $1.84M 0.14% +13,432 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,546 shares; 2024Q4: 61,045 shares; 2025Q1: 60,584 shares; 2025Q2: 59,183 shares; 2025Q3: 59,051 shares; 2025Q4: 58,372 shares; 2026Q1: 33,089 shares 33,089 $1.82M 0.14% -25,283 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 14,900 shares; 2025Q1: 18,966 shares; 2025Q2: 19,398 shares; 2025Q3: 28,351 shares; 2025Q4: 24,594 shares; 2026Q1: 22,703 shares 22,703 $1.81M 0.14% -1,891 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: 1,505 shares; 2024Q4: 3,416 shares; 2025Q1: 3,398 shares; 2025Q2: 3,394 shares; 2025Q3: 3,406 shares; 2025Q4: 3,433 shares; 2026Q1: 3,593 shares 3,593 $1.8M 0.14% +160 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: 23,737 shares; 2024Q4: 25,959 shares; 2025Q1: 27,130 shares; 2025Q2: 23,884 shares; 2025Q3: 23,951 shares; 2025Q4: 24,748 shares; 2026Q1: 25,465 shares 25,465 $1.79M 0.14% +717 Timeline IGPT 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: 13,414 shares; 2024Q4: 14,661 shares; 2025Q1: 16,489 shares; 2025Q2: 18,086 shares; 2025Q3: 20,866 shares; 2025Q4: 21,774 shares; 2026Q1: 30,744 shares 30,744 $1.79M 0.14% +8,970 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: 12,761 shares; 2024Q4: 37,095 shares; 2025Q1: 46,627 shares; 2025Q2: 46,195 shares; 2025Q3: 46,936 shares; 2025Q4: 52,037 shares; 2026Q1: 57,896 shares 57,896 $1.78M 0.14% +5,859 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares; 2026Q1: 17,512 shares 17,512 $1.76M 0.13% +10,769 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: 3,048 shares; 2024Q4: 7,720 shares; 2025Q1: 8,991 shares; 2025Q2: 14,805 shares; 2025Q3: 15,926 shares; 2025Q4: 15,512 shares; 2026Q1: 17,560 shares 17,560 $1.73M 0.13% +2,048 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: not reported; 2024Q4: not reported; 2025Q1: 4,312 shares; 2025Q2: 5,596 shares; 2025Q3: 6,509 shares; 2025Q4: 6,614 shares; 2026Q1: 7,554 shares 7,554 $1.71M 0.13% +940 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,326 shares; 2025Q1: 24,423 shares; 2025Q2: 26,540 shares; 2025Q3: 26,431 shares; 2025Q4: 25,272 shares; 2026Q1: 33,602 shares 33,602 $1.71M 0.13% +8,330 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,348 shares; 2025Q3: 59,835 shares; 2025Q4: 69,299 shares; 2026Q1: 54,005 shares 54,005 $1.7M 0.13% -15,294 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: 9,549 shares; 2024Q4: 9,952 shares; 2025Q1: 11,754 shares; 2025Q2: 13,807 shares; 2025Q3: 10,783 shares; 2025Q4: 10,935 shares; 2026Q1: 9,995 shares 9,995 $1.7M 0.13% -940 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: 19,314 shares; 2024Q4: 22,365 shares; 2025Q1: 18,773 shares; 2025Q2: 16,204 shares; 2025Q3: 16,839 shares; 2025Q4: 17,366 shares; 2026Q1: 18,498 shares 18,498 $1.69M 0.13% +1,132 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: 1,544 shares; 2024Q4: 1,584 shares; 2025Q1: 1,737 shares; 2025Q2: 2,260 shares; 2025Q3: 5,067 shares; 2025Q4: 4,262 shares; 2026Q1: 6,147 shares 6,147 $1.66M 0.13% +1,885 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,153 shares; 2025Q2: 22,014 shares; 2025Q3: 23,821 shares; 2025Q4: 42,984 shares; 2026Q1: 46,718 shares 46,718 $1.66M 0.13% +3,734 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: 22,172 shares; 2024Q4: 20,030 shares; 2025Q1: 12,645 shares; 2025Q2: 10,319 shares; 2025Q3: 11,292 shares; 2025Q4: 13,470 shares; 2026Q1: 22,527 shares 22,527 $1.66M 0.13% +9,057 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,850 shares; 2024Q4: 23,831 shares; 2025Q1: 23,588 shares; 2025Q2: 23,447 shares; 2025Q3: 23,416 shares; 2025Q4: 23,462 shares; 2026Q1: 26,308 shares 26,308 $1.65M 0.13% +2,846 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: 5,483 shares; 2024Q4: 5,807 shares; 2025Q1: 5,859 shares; 2025Q2: 13,115 shares; 2025Q3: 14,889 shares; 2025Q4: 14,618 shares; 2026Q1: 18,091 shares 18,091 $1.64M 0.13% +3,473 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: 3,700 shares; 2024Q4: 5,304 shares; 2025Q1: 7,228 shares; 2025Q2: 7,871 shares; 2025Q3: 8,254 shares; 2025Q4: 9,658 shares; 2026Q1: 10,495 shares 10,495 $1.63M 0.12% +837 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,613 shares; 2025Q1: 14,354 shares; 2025Q2: 14,790 shares; 2025Q3: 14,295 shares; 2025Q4: 13,994 shares; 2026Q1: 14,059 shares 14,059 $1.62M 0.12% +65 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: 24,162 shares; 2024Q4: 57,710 shares; 2025Q1: 57,478 shares; 2025Q2: 56,039 shares; 2025Q3: 56,548 shares; 2025Q4: 55,793 shares; 2026Q1: 63,116 shares 63,116 $1.62M 0.12% +7,323 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: 119,213 shares; 2024Q4: 122,577 shares; 2025Q1: 43,727 shares; 2025Q2: 36,941 shares; 2025Q3: not reported; 2025Q4: 18,446 shares; 2026Q1: 18,631 shares 18,631 $1.61M 0.12% +185 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,621 shares 78,621 $1.6M 0.12% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,914 shares; 2025Q1: 9,463 shares; 2025Q2: 8,471 shares; 2025Q3: 8,361 shares; 2025Q4: 8,541 shares; 2026Q1: 8,668 shares 8,668 $1.6M 0.12% +127 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,912 shares; 2024Q4: 24,304 shares; 2025Q1: 25,175 shares; 2025Q2: 25,106 shares; 2025Q3: 23,357 shares; 2025Q4: 23,826 shares; 2026Q1: 23,877 shares 23,877 $1.58M 0.12% +51 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: 32,534 shares; 2026Q1: 29,495 shares 29,495 $1.56M 0.12% -3,039 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,676 shares; 2025Q2: 15,219 shares; 2025Q3: 15,086 shares; 2025Q4: 17,489 shares; 2026Q1: 18,381 shares 18,381 $1.55M 0.12% +892 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: 5,933 shares; 2024Q4: 5,619 shares; 2025Q1: 4,231 shares; 2025Q2: 6,144 shares; 2025Q3: 3,957 shares; 2025Q4: 4,401 shares; 2026Q1: 4,487 shares 4,487 $1.53M 0.12% +86 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,206 shares; 2025Q2: 78,383 shares; 2025Q3: 59,638 shares; 2025Q4: 63,788 shares; 2026Q1: 63,927 shares 63,927 $1.52M 0.12% +139 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: 9,798 shares; 2024Q4: 9,801 shares; 2025Q1: 9,369 shares; 2025Q2: 9,235 shares; 2025Q3: 8,992 shares; 2025Q4: 8,987 shares; 2026Q1: 9,042 shares 9,042 $1.5M 0.11% +55 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: not reported; 2025Q1: 40,323 shares; 2025Q2: 44,687 shares; 2025Q3: 34,379 shares; 2025Q4: 14,477 shares; 2026Q1: 33,628 shares 33,628 $1.49M 0.11% +19,151 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: 6,074 shares; 2024Q4: 6,360 shares; 2025Q1: 5,952 shares; 2025Q2: 5,761 shares; 2025Q3: 5,546 shares; 2025Q4: 5,534 shares; 2026Q1: 6,169 shares 6,169 $1.48M 0.11% +635 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 14,374 shares; 2025Q1: 15,052 shares; 2025Q2: 9,989 shares; 2025Q3: 8,685 shares; 2025Q4: 9,608 shares; 2026Q1: 7,412 shares 7,412 $1.48M 0.11% -2,196 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 15,455 shares; 2025Q1: 17,081 shares; 2025Q2: 15,213 shares; 2025Q3: 15,826 shares; 2025Q4: 32,149 shares; 2026Q1: 31,967 shares 31,967 $1.47M 0.11% -182 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,158 shares; 2026Q1: 60,667 shares 60,667 $1.46M 0.11% +36,509 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: 3,223 shares; 2024Q4: 37,264 shares; 2025Q1: 70,619 shares; 2025Q2: 10,351 shares; 2025Q3: 2,731 shares; 2025Q4: 2,984 shares; 2026Q1: 3,161 shares 3,161 $1.46M 0.11% +177 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,549 shares; 2025Q1: 25,944 shares; 2025Q2: 21,879 shares; 2025Q3: 21,772 shares; 2025Q4: 22,220 shares; 2026Q1: 30,133 shares 30,133 $1.46M 0.11% +7,913 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,753 shares; 2025Q1: 3,130 shares; 2025Q2: 3,292 shares; 2025Q3: 3,694 shares; 2025Q4: 3,947 shares; 2026Q1: 4,066 shares 4,066 $1.45M 0.11% +119 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 13,148 shares; 2025Q3: 13,545 shares; 2025Q4: 13,657 shares; 2026Q1: 15,704 shares 15,704 $1.44M 0.11% +2,047 Timeline GHYG 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: 26,013 shares; 2024Q4: 26,869 shares; 2025Q1: 28,078 shares; 2025Q2: 26,298 shares; 2025Q3: 27,934 shares; 2025Q4: 29,056 shares; 2026Q1: 31,857 shares 31,857 $1.44M 0.11% +2,801 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,610 shares; 2025Q1: 28,020 shares; 2025Q2: 32,391 shares; 2025Q3: 29,826 shares; 2025Q4: 27,491 shares; 2026Q1: 45,287 shares 45,287 $1.42M 0.11% +17,796 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,748 shares; 2025Q1: 133,833 shares; 2025Q2: 131,140 shares; 2025Q3: 130,481 shares; 2025Q4: 132,617 shares; 2026Q1: 54,281 shares 54,281 $1.42M 0.11% -78,336 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,547 shares; 2025Q1: 7,486 shares; 2025Q2: 7,930 shares; 2025Q3: 8,417 shares; 2025Q4: 8,352 shares; 2026Q1: 14,569 shares 14,569 $1.4M 0.11% +6,217 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: 1,579 shares; 2024Q4: 1,774 shares; 2025Q1: 1,831 shares; 2025Q2: 2,633 shares; 2025Q3: 3,203 shares; 2025Q4: 3,531 shares; 2026Q1: 9,499 shares 9,499 $1.4M 0.11% +5,968 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,442 shares; 2024Q4: 29,246 shares; 2025Q1: 26,660 shares; 2025Q2: 25,217 shares; 2025Q3: 34,482 shares; 2025Q4: 26,456 shares; 2026Q1: 29,421 shares 29,421 $1.38M 0.11% +2,965 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 11,419 shares; 2025Q1: 27,833 shares; 2025Q2: 28,224 shares; 2025Q3: 28,184 shares; 2025Q4: 34,860 shares; 2026Q1: 34,954 shares 34,954 $1.38M 0.11% +94 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,255 shares; 2025Q2: 3,494 shares; 2025Q3: 3,889 shares; 2025Q4: 5,081 shares; 2026Q1: 6,726 shares 6,726 $1.38M 0.11% +1,645 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: 72,151 shares; 2024Q4: 71,709 shares; 2025Q1: 63,717 shares; 2025Q2: 56,291 shares; 2025Q3: 52,372 shares; 2025Q4: 46,883 shares; 2026Q1: 47,420 shares 47,420 $1.37M 0.11% +537 Timeline DDNQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,505 shares 69,505 $1.35M 0.1% new Timeline NDIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,808 shares 51,808 $1.34M 0.1% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 11,299 shares; 2025Q1: 10,202 shares; 2025Q2: 5,310 shares; 2025Q3: 5,244 shares; 2025Q4: 5,686 shares; 2026Q1: 14,103 shares 14,103 $1.34M 0.1% +8,417 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: 6,320 shares; 2024Q4: 6,531 shares; 2025Q1: 6,728 shares; 2025Q2: 6,933 shares; 2025Q3: 6,937 shares; 2025Q4: 7,028 shares; 2026Q1: 5,787 shares 5,787 $1.33M 0.1% -1,241 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: 1,239 shares; 2024Q4: 1,139 shares; 2025Q1: 1,269 shares; 2025Q2: 1,236 shares; 2025Q3: 1,510 shares; 2025Q4: 1,688 shares; 2026Q1: 1,873 shares 1,873 $1.33M 0.1% +185 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 8,005 shares; 2025Q1: 7,865 shares; 2025Q2: 7,620 shares; 2025Q3: 15,486 shares; 2025Q4: 15,932 shares; 2026Q1: 16,124 shares 16,124 $1.32M 0.1% +192 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 10,681 shares; 2025Q4: 10,681 shares; 2026Q1: 11,056 shares 11,056 $1.31M 0.1% +375 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,199 shares; 2026Q1: 54,044 shares 54,044 $1.29M 0.1% +3,845 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 977 shares; 2025Q1: 1,122 shares; 2025Q2: 1,258 shares; 2025Q3: 1,253 shares; 2025Q4: 1,290 shares; 2026Q1: 1,439 shares 1,439 $1.29M 0.1% +149 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: 5,132 shares; 2024Q4: 5,226 shares; 2025Q1: 8,715 shares; 2025Q2: 9,413 shares; 2025Q3: 10,435 shares; 2025Q4: 10,620 shares; 2026Q1: 26,319 shares 26,319 $1.28M 0.1% +15,699 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: 416 shares; 2024Q4: 1,041 shares; 2025Q1: 1,738 shares; 2025Q2: 1,891 shares; 2025Q3: 1,228 shares; 2025Q4: 882 shares; 2026Q1: 969 shares 969 $1.28M 0.1% +87 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: 23,012 shares; 2024Q4: 28,144 shares; 2025Q1: 28,652 shares; 2025Q2: 22,268 shares; 2025Q3: 20,987 shares; 2025Q4: 21,023 shares; 2026Q1: 23,583 shares 23,583 $1.28M 0.1% +2,560 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: 118,348 shares; 2024Q4: 125,022 shares; 2025Q1: 128,589 shares; 2025Q2: 132,937 shares; 2025Q3: 131,357 shares; 2025Q4: 135,906 shares; 2026Q1: 134,545 shares 134,545 $1.27M 0.1% -1,361 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,296 shares; 2024Q4: 12,658 shares; 2025Q1: 8,613 shares; 2025Q2: 8,960 shares; 2025Q3: 11,842 shares; 2025Q4: 11,342 shares; 2026Q1: 6,995 shares 6,995 $1.27M 0.1% -4,347 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 10,563 shares; 2025Q1: 11,276 shares; 2025Q2: 11,402 shares; 2025Q3: 15,548 shares; 2025Q4: 19,256 shares; 2026Q1: 5,355 shares 5,355 $1.27M 0.1% -13,901 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: 35,182 shares; 2024Q4: 34,196 shares; 2025Q1: 31,136 shares; 2025Q2: 21,797 shares; 2025Q3: 22,129 shares; 2025Q4: 72,246 shares; 2026Q1: 36,969 shares 36,969 $1.25M 0.1% -35,277 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,382 shares; 2025Q4: 11,308 shares; 2026Q1: 11,743 shares 11,743 $1.22M 0.09% +435 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: 9,010 shares; 2024Q4: 8,640 shares; 2025Q1: 8,342 shares; 2025Q2: 7,624 shares; 2025Q3: 7,541 shares; 2025Q4: 7,448 shares; 2026Q1: 7,552 shares 7,552 $1.2M 0.09% +104 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,079 shares; 2025Q2: 13,369 shares; 2025Q3: 13,369 shares; 2025Q4: 16,990 shares; 2026Q1: 16,558 shares 16,558 $1.19M 0.09% -432 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: 4,648 shares; 2024Q4: 5,263 shares; 2025Q1: 6,566 shares; 2025Q2: 7,546 shares; 2025Q3: 8,714 shares; 2025Q4: 9,607 shares; 2026Q1: 9,859 shares 9,859 $1.19M 0.09% +252 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,239 shares; 2024Q4: 36,188 shares; 2025Q1: 26,764 shares; 2025Q2: 21,784 shares; 2025Q3: 21,418 shares; 2025Q4: 21,913 shares; 2026Q1: 13,593 shares 13,593 $1.18M 0.09% -8,320 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: not reported; 2025Q4: 24,995 shares; 2026Q1: 46,730 shares 46,730 $1.17M 0.09% +21,735 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 2,240 shares; 2026Q1: 2,943 shares 2,943 $1.17M 0.09% +703 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: not reported; 2025Q4: 35,716 shares; 2026Q1: 44,148 shares 44,148 $1.16M 0.09% +8,432 Timeline QSPT 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: 34,550 shares; 2024Q4: 33,900 shares; 2025Q1: 33,495 shares; 2025Q2: 33,365 shares; 2025Q3: 32,790 shares; 2025Q4: 31,885 shares; 2026Q1: 37,799 shares 37,799 $1.16M 0.09% +5,914 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,373 shares; 2025Q3: 13,799 shares; 2025Q4: 15,881 shares; 2026Q1: 24,118 shares 24,118 $1.15M 0.09% +8,237 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,107 shares; 2024Q4: 39,191 shares; 2025Q1: 38,786 shares; 2025Q2: 34,538 shares; 2025Q3: 27,318 shares; 2025Q4: 22,454 shares; 2026Q1: 22,592 shares 22,592 $1.14M 0.09% +138 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: 45,727 shares; 2024Q4: 37,552 shares; 2025Q1: 37,276 shares; 2025Q2: 35,333 shares; 2025Q3: 39,877 shares; 2025Q4: 34,350 shares; 2026Q1: 20,078 shares 20,078 $1.14M 0.09% -14,272 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,123 shares; 2025Q1: 18,662 shares; 2025Q2: 16,962 shares; 2025Q3: 17,321 shares; 2025Q4: 17,338 shares; 2026Q1: 18,133 shares 18,133 $1.13M 0.09% +795 Timeline QMAR 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: 17,016 shares; 2024Q4: 7,170 shares; 2025Q1: 7,515 shares; 2025Q2: 35,084 shares; 2025Q3: 45,170 shares; 2025Q4: 39,685 shares; 2026Q1: 33,441 shares 33,441 $1.12M 0.09% -6,244 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,138 shares; 2026Q1: 30,581 shares 30,581 $1.12M 0.09% +14,443 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: 13,014 shares; 2025Q1: 13,024 shares; 2025Q2: 7,375 shares; 2025Q3: 7,996 shares; 2025Q4: 5,508 shares; 2026Q1: 5,218 shares 5,218 $1.11M 0.09% -290 Timeline RSPN 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: 52,669 shares; 2025Q1: 95,644 shares; 2025Q2: 116,897 shares; 2025Q3: 45,438 shares; 2025Q4: 45,586 shares; 2026Q1: 19,305 shares 19,305 $1.11M 0.09% -26,281 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,340 shares; 2025Q1: 8,098 shares; 2025Q2: 5,967 shares; 2025Q3: 5,967 shares; 2025Q4: 7,406 shares; 2026Q1: 11,961 shares 11,961 $1.11M 0.08% +4,555 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,384 shares; 2025Q2: 7,281 shares; 2025Q3: 6,293 shares; 2025Q4: 22,561 shares; 2026Q1: 22,401 shares 22,401 $1.11M 0.08% -160 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,165 shares; 2025Q1: 16,444 shares; 2025Q2: 16,806 shares; 2025Q3: 13,640 shares; 2025Q4: 7,494 shares; 2026Q1: 7,542 shares 7,542 $1.11M 0.08% +48 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: 6,621 shares; 2024Q4: 5,942 shares; 2025Q1: 5,589 shares; 2025Q2: 2,910 shares; 2025Q3: 2,776 shares; 2025Q4: 2,558 shares; 2026Q1: 2,569 shares 2,569 $1.1M 0.08% +11 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,258 shares; 2025Q2: 10,017 shares; 2025Q3: 8,955 shares; 2025Q4: 11,180 shares; 2026Q1: 23,680 shares 23,680 $1.09M 0.08% +12,500 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,353 shares 23,353 $1.07M 0.08% new 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: 3,216 shares; 2024Q4: 5,227 shares; 2025Q1: 5,329 shares; 2025Q2: 4,980 shares; 2025Q3: 5,320 shares; 2025Q4: 5,969 shares; 2026Q1: 7,204 shares 7,204 $1.07M 0.08% +1,235 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 7,900 shares; 2025Q1: 4,393 shares; 2025Q2: 6,208 shares; 2025Q3: 4,218 shares; 2025Q4: 4,150 shares; 2026Q1: 9,005 shares 9,005 $1.06M 0.08% +4,855 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: 12,975 shares; 2024Q4: 16,689 shares; 2025Q1: 15,244 shares; 2025Q2: 15,805 shares; 2025Q3: 15,467 shares; 2025Q4: 14,686 shares; 2026Q1: 13,169 shares 13,169 $1.04M 0.08% -1,517 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,938 shares 20,938 $1.03M 0.08% new 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: 9,632 shares; 2024Q4: 9,657 shares; 2025Q1: 9,679 shares; 2025Q2: 9,870 shares; 2025Q3: 9,722 shares; 2025Q4: 9,745 shares; 2026Q1: 10,019 shares 10,019 $1.03M 0.08% +274 Timeline IGLD 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: 20,520 shares; 2025Q4: 22,095 shares; 2026Q1: 40,343 shares 40,343 $1.03M 0.08% +18,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,261 shares; 2025Q4: 10,481 shares; 2026Q1: 13,335 shares 13,335 $1.03M 0.08% +2,854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,162 shares; 2026Q1: 3,165 shares 3,165 $1.01M 0.08% +3 Timeline MISL 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: 46,968 shares; 2025Q3: 15,838 shares; 2025Q4: 15,137 shares; 2026Q1: 22,615 shares 22,615 $1.01M 0.08% +7,478 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: 5,294 shares; 2024Q4: 5,664 shares; 2025Q1: 6,973 shares; 2025Q2: 7,998 shares; 2025Q3: 7,327 shares; 2025Q4: 6,626 shares; 2026Q1: 6,927 shares 6,927 $1M 0.08% +301 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,083 shares 19,083 $996K 0.08% new 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: 17,721 shares; 2024Q4: 17,721 shares; 2025Q1: 14,556 shares; 2025Q2: 16,751 shares; 2025Q3: 17,564 shares; 2025Q4: 27,540 shares; 2026Q1: 28,754 shares 28,754 $993K 0.08% +1,214 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,963 shares; 2024Q4: 38,586 shares; 2025Q1: 29,207 shares; 2025Q2: 20,768 shares; 2025Q3: 19,250 shares; 2025Q4: 19,250 shares; 2026Q1: 19,310 shares 19,310 $981K 0.08% +60 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: 375 shares; 2024Q4: 448 shares; 2025Q1: 569 shares; 2025Q2: 573 shares; 2025Q3: 448 shares; 2025Q4: 444 shares; 2026Q1: 1,617 shares 1,617 $977K 0.07% +1,173 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,511 shares; 2025Q1: 6,797 shares; 2025Q2: 10,052 shares; 2025Q3: 13,092 shares; 2025Q4: 13,835 shares; 2026Q1: 10,462 shares 10,462 $965K 0.07% -3,373 Timeline FSEP 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: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 6,079 shares; 2025Q4: 20,179 shares; 2026Q1: 19,179 shares 19,179 $965K 0.07% -1,000 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: 2,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 5,638 shares; 2026Q1: 9,092 shares 9,092 $965K 0.07% +3,454 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 12,433 shares; 2025Q1: 13,462 shares; 2025Q2: 13,510 shares; 2025Q3: 12,493 shares; 2025Q4: 13,223 shares; 2026Q1: 13,209 shares 13,209 $961K 0.07% -14 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 12,811 shares; 2025Q3: 14,777 shares; 2025Q4: 15,443 shares; 2026Q1: 15,681 shares 15,681 $955K 0.07% +238 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 9,664 shares; 2025Q2: 10,043 shares; 2025Q3: 10,498 shares; 2025Q4: 17,880 shares; 2026Q1: 17,997 shares 17,997 $951K 0.07% +117 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,869 shares; 2024Q4: 11,347 shares; 2025Q1: 6,233 shares; 2025Q2: 9,460 shares; 2025Q3: 9,397 shares; 2025Q4: 11,413 shares; 2026Q1: 11,274 shares 11,274 $931K 0.07% -139 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 11,732 shares; 2025Q1: 9,819 shares; 2025Q2: 9,439 shares; 2025Q3: 9,725 shares; 2025Q4: 9,572 shares; 2026Q1: 10,406 shares 10,406 $921K 0.07% +834 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: 1,148 shares; 2024Q4: 1,145 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,023 shares; 2025Q4: 1,061 shares; 2026Q1: 1,058 shares 1,058 $915K 0.07% -3 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,903 shares; 2025Q1: 58,548 shares; 2025Q2: 16,506 shares; 2025Q3: 18,393 shares; 2025Q4: 32,273 shares; 2026Q1: 29,273 shares 29,273 $915K 0.07% -3,000 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,868 shares; 2025Q3: 113,078 shares; 2025Q4: 111,801 shares; 2026Q1: 36,371 shares 36,371 $903K 0.07% -75,430 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: 9,136 shares; 2024Q4: 10,445 shares; 2025Q1: 15,473 shares; 2025Q2: 15,507 shares; 2025Q3: 19,384 shares; 2025Q4: 24,327 shares; 2026Q1: 23,868 shares 23,868 $903K 0.07% -459 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,725 shares; 2024Q4: 26,278 shares; 2025Q1: 34,978 shares; 2025Q2: 39,080 shares; 2025Q3: 39,080 shares; 2025Q4: 39,480 shares; 2026Q1: 42,192 shares 42,192 $892K 0.07% +2,712 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 21,733 shares; 2025Q1: 20,864 shares; 2025Q2: 16,795 shares; 2025Q3: 15,787 shares; 2025Q4: 14,419 shares; 2026Q1: 14,114 shares 14,114 $889K 0.07% -305 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: 11,169 shares; 2024Q4: 11,860 shares; 2025Q1: 12,166 shares; 2025Q2: 12,674 shares; 2025Q3: 12,069 shares; 2025Q4: 11,617 shares; 2026Q1: 11,661 shares 11,661 $887K 0.07% +44 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 15,206 shares; 2025Q1: 14,910 shares; 2025Q2: 14,590 shares; 2025Q3: 14,548 shares; 2025Q4: 14,626 shares; 2026Q1: 14,672 shares 14,672 $887K 0.07% +46 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,492 shares; 2026Q1: 19,358 shares 19,358 $872K 0.07% +5,866 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 29,009 shares; 2025Q1: 30,598 shares; 2025Q2: 12,169 shares; 2025Q3: 12,164 shares; 2025Q4: 12,179 shares; 2026Q1: 11,946 shares 11,946 $872K 0.07% -233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares 1,721 $853K 0.07% new Timeline DAPR 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: 40,581 shares; 2024Q4: 20,980 shares; 2025Q1: 21,494 shares; 2025Q2: 20,937 shares; 2025Q3: 23,559 shares; 2025Q4: 24,150 shares; 2026Q1: 21,455 shares 21,455 $853K 0.07% -2,695 Timeline QBF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,748 shares; 2025Q3: 39,345 shares; 2025Q4: 41,899 shares; 2026Q1: 49,395 shares 49,395 $844K 0.06% +7,496 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,620 shares; 2025Q2: 10,530 shares; 2025Q3: 12,650 shares; 2025Q4: 21,925 shares; 2026Q1: 32,964 shares 32,964 $842K 0.06% +11,039 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,157 shares; 2025Q3: 68,833 shares; 2025Q4: 68,443 shares; 2026Q1: 32,628 shares 32,628 $840K 0.06% -35,815 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: 3,705 shares; 2026Q1: 3,347 shares 3,347 $839K 0.06% -358 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,598 shares 29,598 $823K 0.06% new 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: 35,566 shares; 2024Q4: 27,095 shares; 2025Q1: 27,432 shares; 2025Q2: 26,238 shares; 2025Q3: 17,533 shares; 2025Q4: 19,588 shares; 2026Q1: 18,592 shares 18,592 $820K 0.06% -996 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,078 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,442 shares; 2025Q3: 15,442 shares; 2025Q4: 15,442 shares; 2026Q1: 13,723 shares 13,723 $819K 0.06% -1,719 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,411 shares; 2025Q1: 8,899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 15,624 shares 15,624 $811K 0.06% +11,533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,990 shares 3,990 $811K 0.06% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,004 shares 16,004 $810K 0.06% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,959 shares; 2026Q1: 16,956 shares 16,956 $808K 0.06% +4,997 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 2,104 shares; 2025Q1: 2,368 shares; 2025Q2: 2,275 shares; 2025Q3: 1,878 shares; 2025Q4: 1,847 shares; 2026Q1: 1,638 shares 1,638 $805K 0.06% -209 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: 2,181 shares; 2024Q4: 2,555 shares; 2025Q1: 3,313 shares; 2025Q2: 3,069 shares; 2025Q3: 2,816 shares; 2025Q4: 4,199 shares; 2026Q1: 4,147 shares 4,147 $800K 0.06% -52 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: 8,906 shares; 2024Q4: 9,494 shares; 2025Q1: 9,306 shares; 2025Q2: 9,004 shares; 2025Q3: 7,947 shares; 2025Q4: 8,127 shares; 2026Q1: 8,235 shares 8,235 $795K 0.06% +108 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: 7,215 shares; 2024Q4: 6,260 shares; 2025Q1: 6,060 shares; 2025Q2: 6,467 shares; 2025Q3: 6,278 shares; 2025Q4: 6,643 shares; 2026Q1: 6,675 shares 6,675 $792K 0.06% +32 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: 2,271 shares; 2024Q4: 2,917 shares; 2025Q1: 3,376 shares; 2025Q2: 3,359 shares; 2025Q3: 2,709 shares; 2025Q4: 2,541 shares; 2026Q1: 2,403 shares 2,403 $790K 0.06% -138 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,020 shares; 2025Q2: 27,246 shares; 2025Q3: 21,625 shares; 2025Q4: 21,575 shares; 2026Q1: 24,050 shares 24,050 $786K 0.06% +2,475 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: 12,729 shares; 2024Q4: 23,716 shares; 2025Q1: 21,234 shares; 2025Q2: 21,240 shares; 2025Q3: 21,237 shares; 2025Q4: 21,216 shares; 2026Q1: 23,353 shares 23,353 $783K 0.06% +2,137 Timeline SPTS 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: 45,858 shares; 2024Q4: 36,174 shares; 2025Q1: 227,612 shares; 2025Q2: 33,342 shares; 2025Q3: 32,175 shares; 2025Q4: 25,299 shares; 2026Q1: 26,698 shares 26,698 $779K 0.06% +1,399 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 44,094 shares; 2025Q1: 50,758 shares; 2025Q2: 44,169 shares; 2025Q3: 17,520 shares; 2025Q4: 10,060 shares; 2026Q1: 7,028 shares 7,028 $776K 0.06% -3,032 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 4,192 shares; 2025Q1: 6,809 shares; 2025Q2: 8,457 shares; 2025Q3: 8,739 shares; 2025Q4: 10,364 shares; 2026Q1: 12,622 shares 12,622 $772K 0.06% +2,258 Timeline IYZ ISHARES 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: 59,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,187 shares; 2025Q4: 25,451 shares; 2026Q1: 19,611 shares 19,611 $771K 0.06% -5,840 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,800 shares; 2024Q4: 48,700 shares; 2025Q1: 48,700 shares; 2025Q2: 47,800 shares; 2025Q3: 46,600 shares; 2025Q4: 44,800 shares; 2026Q1: 44,800 shares 44,800 $766K 0.06% 0 Timeline BILS 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: 12,671 shares; 2024Q4: 10,492 shares; 2025Q1: 10,409 shares; 2025Q2: 9,015 shares; 2025Q3: 8,857 shares; 2025Q4: 7,615 shares; 2026Q1: 7,702 shares 7,702 $766K 0.06% +87 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: 4,757 shares; 2024Q4: 4,728 shares; 2025Q1: 4,811 shares; 2025Q2: 4,647 shares; 2025Q3: 5,143 shares; 2025Q4: 5,111 shares; 2026Q1: 4,779 shares 4,779 $763K 0.06% -332 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,612 shares; 2024Q4: 22,442 shares; 2025Q1: 26,790 shares; 2025Q2: 35,294 shares; 2025Q3: 38,343 shares; 2025Q4: 49,436 shares; 2026Q1: 70,293 shares 70,293 $762K 0.06% +20,857 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,405 shares; 2025Q1: 23,465 shares; 2025Q2: 35,629 shares; 2025Q3: 39,519 shares; 2025Q4: 40,418 shares; 2026Q1: 46,666 shares 46,666 $749K 0.06% +6,248 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,500 shares; 2026Q1: 32,512 shares 32,512 $748K 0.06% +12 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: 17,032 shares; 2024Q4: 14,052 shares; 2025Q1: 14,001 shares; 2025Q2: 13,245 shares; 2025Q3: 8,349 shares; 2025Q4: 8,263 shares; 2026Q1: 5,204 shares 5,204 $736K 0.06% -3,059 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,864 shares; 2025Q2: 6,498 shares; 2025Q3: 8,348 shares; 2025Q4: 11,990 shares; 2026Q1: 12,299 shares 12,299 $725K 0.06% +309 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: 1,300 shares; 2024Q4: 1,322 shares; 2025Q1: 2,190 shares; 2025Q2: 2,465 shares; 2025Q3: 2,375 shares; 2025Q4: 2,364 shares; 2026Q1: 2,317 shares 2,317 $720K 0.06% -47 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 61,130 shares; 2025Q3: 53,235 shares; 2025Q4: 52,960 shares; 2026Q1: 17,471 shares 17,471 $717K 0.05% -35,489 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: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 915 shares; 2025Q3: 1,854 shares; 2025Q4: 1,919 shares; 2026Q1: 2,011 shares 2,011 $717K 0.05% +92 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: 1,551 shares; 2024Q4: 1,582 shares; 2025Q1: 1,572 shares; 2025Q2: 1,655 shares; 2025Q3: 2,462 shares; 2025Q4: 1,664 shares; 2026Q1: 1,539 shares 1,539 $709K 0.05% -125 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,046 shares; 2025Q3: 61,729 shares; 2025Q4: 61,102 shares; 2026Q1: 26,868 shares 26,868 $707K 0.05% -34,234 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: 7,772 shares; 2024Q4: 8,595 shares; 2025Q1: 11,798 shares; 2025Q2: 11,306 shares; 2025Q3: 10,355 shares; 2025Q4: 9,690 shares; 2026Q1: 9,102 shares 9,102 $706K 0.05% -588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,647 shares 2,647 $706K 0.05% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,533 shares; 2025Q4: 9,225 shares; 2026Q1: 21,395 shares 21,395 $705K 0.05% +12,170 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 6,225 shares; 2025Q2: 9,464 shares; 2025Q3: 11,167 shares; 2025Q4: 11,431 shares; 2026Q1: 11,911 shares 11,911 $703K 0.05% +480 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 1,865 shares; 2025Q2: 2,042 shares; 2025Q3: 1,770 shares; 2025Q4: 1,918 shares; 2026Q1: 2,086 shares 2,086 $696K 0.05% +168 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,878 shares; 2026Q1: 17,943 shares 17,943 $693K 0.05% +4,065 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,885 shares; 2024Q4: 16,885 shares; 2025Q1: 16,785 shares; 2025Q2: 15,044 shares; 2025Q3: 14,477 shares; 2025Q4: 14,477 shares; 2026Q1: 14,489 shares 14,489 $686K 0.05% +12 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,199 shares; 2025Q4: 17,805 shares; 2026Q1: 14,293 shares 14,293 $683K 0.05% -3,512 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 6,796 shares; 2025Q2: 7,900 shares; 2025Q3: 7,722 shares; 2025Q4: 13,469 shares; 2026Q1: 13,540 shares 13,540 $682K 0.05% +71 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: 4,562 shares; 2024Q4: 5,278 shares; 2025Q1: 5,440 shares; 2025Q2: 4,656 shares; 2025Q3: 4,321 shares; 2025Q4: 4,334 shares; 2026Q1: 4,272 shares 4,272 $682K 0.05% -62 Timeline JUNM 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: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 19,600 shares; 2025Q4: 19,600 shares; 2026Q1: 19,600 shares 19,600 $672K 0.05% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 6,145 shares; 2025Q3: 6,440 shares; 2025Q4: 6,555 shares; 2026Q1: 6,568 shares 6,568 $667K 0.05% +13 Timeline DDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,443 shares 33,443 $666K 0.05% new Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,214 shares; 2025Q3: 80,744 shares; 2025Q4: 80,280 shares; 2026Q1: 29,945 shares 29,945 $664K 0.05% -50,335 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: 2,068 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: 2,048 shares; 2025Q3: 2,438 shares; 2025Q4: 1,847 shares; 2026Q1: 1,887 shares 1,887 $664K 0.05% +40 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: 969 shares; 2024Q4: 968 shares; 2025Q1: 1,437 shares; 2025Q2: 1,379 shares; 2025Q3: 1,085 shares; 2025Q4: 1,083 shares; 2026Q1: 1,075 shares 1,075 $663K 0.05% -8 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,247 shares; 2025Q3: 52,956 shares; 2025Q4: 52,680 shares; 2026Q1: 18,826 shares 18,826 $658K 0.05% -33,854 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,351 shares; 2025Q2: 10,346 shares; 2025Q3: 11,446 shares; 2025Q4: 11,756 shares; 2026Q1: 13,706 shares 13,706 $639K 0.05% +1,950 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: 5,620 shares; 2026Q1: 5,969 shares 5,969 $636K 0.05% +349 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,754 shares; 2025Q1: 4,184 shares; 2025Q2: 4,205 shares; 2025Q3: 4,295 shares; 2025Q4: 3,497 shares; 2026Q1: 3,523 shares 3,523 $635K 0.05% +26 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: 1,574 shares; 2024Q4: 1,440 shares; 2025Q1: 1,436 shares; 2025Q2: 810 shares; 2025Q3: 746 shares; 2025Q4: 1,200 shares; 2026Q1: 1,117 shares 1,117 $629K 0.05% -83 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: not reported; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 632 shares; 2025Q3: 360 shares; 2025Q4: 442 shares; 2026Q1: 575 shares 575 $629K 0.05% +133 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: 444 shares; 2025Q1: 585 shares; 2025Q2: 606 shares; 2025Q3: 589 shares; 2025Q4: 667 shares; 2026Q1: 647 shares 647 $622K 0.05% -20 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,972 shares; 2026Q1: 11,652 shares 11,652 $620K 0.05% +1,680 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,387 shares; 2025Q1: 5,573 shares; 2025Q2: 5,631 shares; 2025Q3: 5,149 shares; 2025Q4: 4,969 shares; 2026Q1: 4,889 shares 4,889 $619K 0.05% -80 Timeline DNOV 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: 33,620 shares; 2024Q4: 11,632 shares; 2025Q1: 11,897 shares; 2025Q2: 11,527 shares; 2025Q3: 11,212 shares; 2025Q4: 10,954 shares; 2026Q1: 12,809 shares 12,809 $614K 0.05% +1,855 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,806 shares 3,806 $610K 0.05% new Timeline P EVERPURE INC More: the full row for EVERPURE 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: 7,437 shares; 2025Q3: 8,413 shares; 2025Q4: 8,761 shares; 2026Q1: 10,333 shares 10,333 $610K 0.05% +1,572 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,890 shares; 2025Q4: 5,809 shares; 2026Q1: 12,591 shares 12,591 $605K 0.05% +6,782 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: not reported; 2024Q4: 8,265 shares; 2025Q1: 8,265 shares; 2025Q2: 8,500 shares; 2025Q3: 8,675 shares; 2025Q4: 9,675 shares; 2026Q1: 15,025 shares 15,025 $603K 0.05% +5,350 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,258 shares; 2024Q4: 73,934 shares; 2025Q1: 67,392 shares; 2025Q2: 62,834 shares; 2025Q3: 62,834 shares; 2025Q4: 60,834 shares; 2026Q1: 58,334 shares 58,334 $601K 0.05% -2,500 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,521 shares; 2026Q1: 16,508 shares 16,508 $598K 0.05% +7,987 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: 1,147 shares; 2024Q4: 1,266 shares; 2025Q1: 2,448 shares; 2025Q2: 3,270 shares; 2025Q3: 3,591 shares; 2025Q4: 2,871 shares; 2026Q1: 2,452 shares 2,452 $596K 0.05% -419 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: 5,920 shares; 2024Q4: 7,837 shares; 2025Q1: 8,047 shares; 2025Q2: 7,765 shares; 2025Q3: 7,231 shares; 2025Q4: 6,918 shares; 2026Q1: 6,649 shares 6,649 $596K 0.05% -269 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: 4,042 shares; 2024Q4: 4,984 shares; 2025Q1: 5,074 shares; 2025Q2: 5,729 shares; 2025Q3: 6,041 shares; 2025Q4: 6,101 shares; 2026Q1: 6,157 shares 6,157 $595K 0.05% +56 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 22,546 shares; 2025Q1: 23,588 shares; 2025Q2: 24,567 shares; 2025Q3: 25,212 shares; 2025Q4: 17,677 shares; 2026Q1: 15,756 shares 15,756 $595K 0.05% -1,921 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,769 shares; 2025Q1: 2,999 shares; 2025Q2: 5,385 shares; 2025Q3: 5,379 shares; 2025Q4: 4,972 shares; 2026Q1: 6,477 shares 6,477 $594K 0.05% +1,505 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: 1,163 shares; 2024Q4: 1,354 shares; 2025Q1: 1,480 shares; 2025Q2: 1,607 shares; 2025Q3: 1,663 shares; 2025Q4: 1,743 shares; 2026Q1: 1,661 shares 1,661 $592K 0.05% -82 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 10,369 shares; 2025Q3: 13,978 shares; 2025Q4: 15,136 shares; 2026Q1: 21,005 shares 21,005 $591K 0.05% +5,869 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH 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: 3,187 shares; 2025Q3: 5,174 shares; 2025Q4: 5,969 shares; 2026Q1: 6,143 shares 6,143 $584K 0.04% +174 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,291 shares; 2024Q4: 11,910 shares; 2025Q1: 27,242 shares; 2025Q2: 13,193 shares; 2025Q3: 11,793 shares; 2025Q4: 24,244 shares; 2026Q1: 22,194 shares 22,194 $584K 0.04% -2,050 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,746 shares; 2024Q4: 32,286 shares; 2025Q1: 18,666 shares; 2025Q2: 18,806 shares; 2025Q3: 22,726 shares; 2025Q4: 20,231 shares; 2026Q1: 17,331 shares 17,331 $580K 0.04% -2,900 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: 4,737 shares; 2024Q4: 4,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,009 shares; 2025Q3: 5,269 shares; 2025Q4: 5,133 shares; 2026Q1: 5,645 shares 5,645 $580K 0.04% +512 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: not reported; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 5,006 shares; 2025Q3: 5,312 shares; 2025Q4: 5,327 shares; 2026Q1: 6,248 shares 6,248 $577K 0.04% +921 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: 4,574 shares; 2024Q4: 5,001 shares; 2025Q1: 5,279 shares; 2025Q2: 6,573 shares; 2025Q3: 6,345 shares; 2025Q4: 6,176 shares; 2026Q1: 4,991 shares 4,991 $574K 0.04% -1,185 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 20,764 shares; 2026Q1: 22,415 shares 22,415 $571K 0.04% +1,651 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: not reported; 2024Q4: 8,774 shares; 2025Q1: 12,022 shares; 2025Q2: 18,321 shares; 2025Q3: 22,624 shares; 2025Q4: 23,746 shares; 2026Q1: 14,837 shares 14,837 $570K 0.04% -8,909 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: not reported; 2025Q4: 11,475 shares; 2026Q1: 24,835 shares 24,835 $570K 0.04% +13,360 Timeline DJUN 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: 35,013 shares; 2024Q4: 33,223 shares; 2025Q1: 7,628 shares; 2025Q2: 5,033 shares; 2025Q3: 7,275 shares; 2025Q4: 15,736 shares; 2026Q1: 12,116 shares 12,116 $570K 0.04% -3,620 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 10,641 shares; 2025Q1: 11,515 shares; 2025Q2: 11,683 shares; 2025Q3: 11,341 shares; 2025Q4: 11,856 shares; 2026Q1: 11,923 shares 11,923 $568K 0.04% +67 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 4,672 shares; 2025Q1: 5,025 shares; 2025Q2: 7,298 shares; 2025Q3: 8,598 shares; 2025Q4: 7,001 shares; 2026Q1: 7,883 shares 7,883 $567K 0.04% +882 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP 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: 27,346 shares; 2025Q4: 27,346 shares; 2026Q1: 27,346 shares 27,346 $567K 0.04% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,762 shares; 2026Q1: 4,969 shares 4,969 $564K 0.04% +207 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,334 shares; 2026Q1: 6,194 shares 6,194 $564K 0.04% -140 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,401 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares; 2026Q1: 21,954 shares 21,954 $557K 0.04% +4,250 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: 2,825 shares; 2024Q4: 3,316 shares; 2025Q1: 3,106 shares; 2025Q2: 2,939 shares; 2025Q3: 3,525 shares; 2025Q4: 3,905 shares; 2026Q1: 3,211 shares 3,211 $554K 0.04% -694 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,807 shares; 2024Q4: 104,857 shares; 2025Q1: 104,857 shares; 2025Q2: 104,857 shares; 2025Q3: 104,857 shares; 2025Q4: 99,807 shares; 2026Q1: 99,807 shares 99,807 $554K 0.04% 0 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: 4,619 shares; 2025Q3: 4,799 shares; 2025Q4: 4,788 shares; 2026Q1: 7,231 shares 7,231 $550K 0.04% +2,443 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: 770 shares; 2024Q4: 658 shares; 2025Q1: 928 shares; 2025Q2: 1,334 shares; 2025Q3: 1,086 shares; 2025Q4: 2,529 shares; 2026Q1: 2,760 shares 2,760 $547K 0.04% +231 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: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 5,908 shares; 2025Q3: 6,019 shares; 2025Q4: 6,521 shares; 2026Q1: 6,888 shares 6,888 $546K 0.04% +367 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,311 shares; 2024Q4: 32,285 shares; 2025Q1: 31,805 shares; 2025Q2: 30,401 shares; 2025Q3: 23,114 shares; 2025Q4: 18,020 shares; 2026Q1: 18,504 shares 18,504 $546K 0.04% +484 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,813 shares; 2025Q4: 21,516 shares; 2026Q1: 21,051 shares 21,051 $539K 0.04% -465 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: 5,449 shares; 2024Q4: 5,013 shares; 2025Q1: 4,226 shares; 2025Q2: 3,930 shares; 2025Q3: 4,168 shares; 2025Q4: 4,126 shares; 2026Q1: 4,526 shares 4,526 $537K 0.04% +400 Timeline FDEC 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: 5,316 shares; 2024Q4: 8,291 shares; 2025Q1: 10,891 shares; 2025Q2: 10,891 shares; 2025Q3: 10,741 shares; 2025Q4: 10,741 shares; 2026Q1: 10,741 shares 10,741 $534K 0.04% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,125 shares; 2025Q2: 6,304 shares; 2025Q3: 6,945 shares; 2025Q4: 7,306 shares; 2026Q1: 6,789 shares 6,789 $532K 0.04% -517 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: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,262 shares; 2025Q2: 1,494 shares; 2025Q3: 2,971 shares; 2025Q4: 2,740 shares; 2026Q1: 2,838 shares 2,838 $530K 0.04% +98 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,263 shares; 2026Q1: 6,349 shares 6,349 $519K 0.04% +86 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,169 shares; 2024Q4: 155,568 shares; 2025Q1: 7,480 shares; 2025Q2: 39,279 shares; 2025Q3: 5,990 shares; 2025Q4: 5,542 shares; 2026Q1: 5,484 shares 5,484 $519K 0.04% -58 Timeline DMAR 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: 6,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,570 shares; 2025Q3: 29,252 shares; 2025Q4: 25,834 shares; 2026Q1: 12,219 shares 12,219 $518K 0.04% -13,615 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: 1,022 shares; 2024Q4: 1,110 shares; 2025Q1: 1,132 shares; 2025Q2: 1,241 shares; 2025Q3: 1,840 shares; 2025Q4: 3,681 shares; 2026Q1: 3,883 shares 3,883 $516K 0.04% +202 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 23,400 shares; 2025Q2: 23,200 shares; 2025Q3: 23,100 shares; 2025Q4: 22,600 shares; 2026Q1: 19,200 shares 19,200 $516K 0.04% -3,400 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 3,729 shares; 2025Q3: 4,016 shares; 2025Q4: 4,771 shares; 2026Q1: 5,099 shares 5,099 $510K 0.04% +328 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: 6,868 shares; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 6,166 shares; 2025Q4: 10,887 shares; 2026Q1: 11,370 shares 11,370 $510K 0.04% +483 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 5,290 shares; 2025Q3: 5,387 shares; 2025Q4: 7,795 shares; 2026Q1: 8,132 shares 8,132 $506K 0.04% +337 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 142 shares; 2025Q3: 154 shares; 2025Q4: 205 shares; 2026Q1: 290 shares 290 $501K 0.04% +85 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 14,125 shares; 2025Q4: 14,125 shares; 2026Q1: 15,225 shares 15,225 $500K 0.04% +1,100 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,888 shares; 2026Q1: 25,888 shares 25,888 $499K 0.04% 0 Timeline AUGM 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: 17,532 shares; 2024Q4: 36,992 shares; 2025Q1: 42,242 shares; 2025Q2: 21,007 shares; 2025Q3: 15,157 shares; 2025Q4: 17,022 shares; 2026Q1: 14,627 shares 14,627 $495K 0.04% -2,395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 3,555 shares; 2025Q4: 4,210 shares; 2026Q1: 3,642 shares 3,642 $495K 0.04% -568 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,180 shares; 2024Q4: 13,299 shares; 2025Q1: 13,826 shares; 2025Q2: 13,248 shares; 2025Q3: 12,923 shares; 2025Q4: 11,012 shares; 2026Q1: 10,453 shares 10,453 $495K 0.04% -559 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 4,124 shares; 2025Q3: 3,984 shares; 2025Q4: 3,932 shares; 2026Q1: 3,073 shares 3,073 $493K 0.04% -859 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: 16,938 shares; 2024Q4: 16,855 shares; 2025Q1: 14,577 shares; 2025Q2: 13,327 shares; 2025Q3: 11,238 shares; 2025Q4: 10,376 shares; 2026Q1: 9,160 shares 9,160 $489K 0.04% -1,216 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: 2,125 shares; 2024Q4: 2,009 shares; 2025Q1: 1,192 shares; 2025Q2: 1,188 shares; 2025Q3: 1,361 shares; 2025Q4: 1,385 shares; 2026Q1: 2,007 shares 2,007 $487K 0.04% +622 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 9,254 shares; 2025Q4: 12,426 shares; 2026Q1: 14,305 shares 14,305 $484K 0.04% +1,879 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,854 shares; 2024Q4: 30,375 shares; 2025Q1: 28,447 shares; 2025Q2: 26,607 shares; 2025Q3: 16,751 shares; 2025Q4: 5,825 shares; 2026Q1: 5,038 shares 5,038 $483K 0.04% -787 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 8,700 shares; 2025Q3: 8,901 shares; 2025Q4: 17,260 shares; 2026Q1: 22,283 shares 22,283 $482K 0.04% +5,023 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS 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: 15,800 shares 15,800 $481K 0.04% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares; 2026Q1: 18,261 shares 18,261 $478K 0.04% +7,501 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 10,594 shares; 2025Q1: 10,013 shares; 2025Q2: 9,953 shares; 2025Q3: 9,630 shares; 2025Q4: 7,996 shares; 2026Q1: 6,956 shares 6,956 $470K 0.04% -1,040 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 2,655 shares; 2025Q1: 2,077 shares; 2025Q2: 1,789 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,848 shares 1,848 $469K 0.04% +25 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,777 shares; 2025Q1: 2,716 shares; 2025Q2: 1,216 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,276 shares 1,276 $469K 0.04% +241 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,318 shares; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: 3,920 shares; 2025Q4: 4,678 shares; 2026Q1: 4,975 shares 4,975 $468K 0.04% +297 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,832 shares; 2025Q4: 1,833 shares; 2026Q1: 3,686 shares 3,686 $462K 0.04% +1,853 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: 797 shares; 2024Q4: 832 shares; 2025Q1: 1,004 shares; 2025Q2: 912 shares; 2025Q3: 850 shares; 2025Q4: 832 shares; 2026Q1: 880 shares 880 $460K 0.04% +48 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 2,165 shares; 2025Q3: 2,208 shares; 2025Q4: 2,224 shares; 2026Q1: 3,387 shares 3,387 $459K 0.04% +1,163 Timeline INFY INFOSYS LTD More: the full row for INFOSYS 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: 31,512 shares; 2025Q4: 31,934 shares; 2026Q1: 33,764 shares 33,764 $456K 0.03% +1,830 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: 2,416 shares; 2024Q4: 2,355 shares; 2025Q1: 2,441 shares; 2025Q2: 2,346 shares; 2025Q3: 2,978 shares; 2025Q4: 3,519 shares; 2026Q1: 3,482 shares 3,482 $456K 0.03% -37 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,338 shares; 2024Q4: 21,472 shares; 2025Q1: 21,486 shares; 2025Q2: 22,450 shares; 2025Q3: 15,353 shares; 2025Q4: 10,564 shares; 2026Q1: 10,392 shares 10,392 $453K 0.03% -172 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,940 shares; 2026Q1: 3,830 shares 3,830 $453K 0.03% +890 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,767 shares; 2026Q1: 2,960 shares 2,960 $452K 0.03% +193 Timeline NFTY 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: not reported; 2024Q4: 11,214 shares; 2025Q1: 21,474 shares; 2025Q2: 18,846 shares; 2025Q3: 18,756 shares; 2025Q4: 19,034 shares; 2026Q1: 8,746 shares 8,746 $450K 0.03% -10,288 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 9,083 shares 9,083 $449K 0.03% +2,780 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,463 shares; 2025Q2: 12,274 shares; 2025Q3: 12,188 shares; 2025Q4: 10,929 shares; 2026Q1: 10,526 shares 10,526 $447K 0.03% -403 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: 2,043 shares; 2024Q4: 2,033 shares; 2025Q1: 1,935 shares; 2025Q2: 1,785 shares; 2025Q3: 1,795 shares; 2025Q4: 1,786 shares; 2026Q1: 2,071 shares 2,071 $447K 0.03% +285 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 10,519 shares; 2025Q1: 8,836 shares; 2025Q2: 6,587 shares; 2025Q3: 3,824 shares; 2025Q4: 2,680 shares; 2026Q1: 4,404 shares 4,404 $443K 0.03% +1,724 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,366 shares; 2025Q1: 19,381 shares; 2025Q2: 14,335 shares; 2025Q3: 6,569 shares; 2025Q4: 7,222 shares; 2026Q1: 7,147 shares 7,147 $443K 0.03% -75 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: 1,503 shares; 2024Q4: 2,002 shares; 2025Q1: 2,521 shares; 2025Q2: 1,699 shares; 2025Q3: 1,258 shares; 2025Q4: 1,864 shares; 2026Q1: 2,027 shares 2,027 $440K 0.03% +163 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,367 shares; 2025Q1: 2,336 shares; 2025Q2: 2,285 shares; 2025Q3: 2,247 shares; 2025Q4: 2,448 shares; 2026Q1: 2,426 shares 2,426 $439K 0.03% -22 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,151 shares 4,151 $434K 0.03% new 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: 789 shares; 2024Q4: 782 shares; 2025Q1: 802 shares; 2025Q2: 764 shares; 2025Q3: 753 shares; 2025Q4: 626 shares; 2026Q1: 632 shares 632 $431K 0.03% +6 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: not reported; 2024Q4: 2,227 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,214 shares; 2026Q1: 2,012 shares 2,012 $430K 0.03% -202 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,604 shares; 2025Q1: 16,174 shares; 2025Q2: 15,266 shares; 2025Q3: 12,250 shares; 2025Q4: 8,844 shares; 2026Q1: 8,204 shares 8,204 $428K 0.03% -640 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,411 shares; 2025Q2: 24,841 shares; 2025Q3: 11,390 shares; 2025Q4: 11,390 shares; 2026Q1: 11,390 shares 11,390 $427K 0.03% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 11,828 shares; 2025Q4: 18,322 shares; 2026Q1: 37,991 shares 37,991 $427K 0.03% +19,669 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: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 581 shares; 2025Q3: 509 shares; 2025Q4: 546 shares; 2026Q1: 501 shares 501 $424K 0.03% -45 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,581 shares; 2024Q4: 68,907 shares; 2025Q1: 28,961 shares; 2025Q2: 33,657 shares; 2025Q3: 57,150 shares; 2025Q4: 58,091 shares; 2026Q1: 60,622 shares 60,622 $416K 0.03% +2,531 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,826 shares; 2026Q1: 5,339 shares 5,339 $414K 0.03% +1,513 Timeline SMAX ISHARES 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: 15,357 shares 15,357 $412K 0.03% new Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,158 shares; 2025Q1: 11,881 shares; 2025Q2: 14,409 shares; 2025Q3: 14,564 shares; 2025Q4: 11,161 shares; 2026Q1: 12,904 shares 12,904 $410K 0.03% +1,743 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: 1,670 shares 1,670 $408K 0.03% +81 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: 520 shares; 2024Q4: 565 shares; 2025Q1: 1,124 shares; 2025Q2: 675 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 583 shares 583 $407K 0.03% +42 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 8,418 shares; 2025Q1: 10,488 shares; 2025Q2: 12,609 shares; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 13,409 shares 13,409 $404K 0.03% +1,819 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,755 shares; 2025Q4: 2,286 shares; 2026Q1: 2,326 shares 2,326 $404K 0.03% +40 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 29,420 shares; 2025Q3: 29,645 shares; 2025Q4: 30,045 shares; 2026Q1: 36,159 shares 36,159 $401K 0.03% +6,114 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,181 shares 3,181 $401K 0.03% -232 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,495 shares; 2025Q1: 4,074 shares; 2025Q2: 2,664 shares; 2025Q3: 2,047 shares; 2025Q4: 1,958 shares; 2026Q1: 1,982 shares 1,982 $398K 0.03% +24 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,960 shares; 2026Q1: 14,520 shares 14,520 $395K 0.03% +560 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,226 shares; 2025Q1: 18,726 shares; 2025Q2: 22,231 shares; 2025Q3: 23,331 shares; 2025Q4: 22,472 shares; 2026Q1: 23,007 shares 23,007 $394K 0.03% +535 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 979 shares; 2025Q3: 1,190 shares; 2025Q4: 1,500 shares; 2026Q1: 1,868 shares 1,868 $392K 0.03% +368 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,898 shares; 2025Q3: 1,963 shares; 2025Q4: 2,116 shares; 2026Q1: 2,305 shares 2,305 $390K 0.03% +189 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,462 shares; 2025Q1: 19,526 shares; 2025Q2: 14,836 shares; 2025Q3: 10,571 shares; 2025Q4: 12,436 shares; 2026Q1: 8,811 shares 8,811 $387K 0.03% -3,625 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 22,177 shares; 2025Q1: 21,127 shares; 2025Q2: 20,629 shares; 2025Q3: 28,294 shares; 2025Q4: 28,949 shares; 2026Q1: 28,689 shares 28,689 $387K 0.03% -260 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,982 shares 13,982 $386K 0.03% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,105 shares; 2025Q3: 14,942 shares; 2025Q4: 16,663 shares; 2026Q1: 11,380 shares 11,380 $384K 0.03% -5,283 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: 1,689 shares; 2024Q4: 2,652 shares; 2025Q1: 3,099 shares; 2025Q2: 3,171 shares; 2025Q3: 3,112 shares; 2025Q4: 2,784 shares; 2026Q1: 2,978 shares 2,978 $384K 0.03% +194 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,108 shares; 2025Q1: 10,579 shares; 2025Q2: 11,825 shares; 2025Q3: 12,944 shares; 2025Q4: 12,390 shares; 2026Q1: 12,943 shares 12,943 $373K 0.03% +553 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: 5,103 shares; 2024Q4: 5,090 shares; 2025Q1: 4,909 shares; 2025Q2: 3,418 shares; 2025Q3: 3,663 shares; 2025Q4: 3,537 shares; 2026Q1: 3,873 shares 3,873 $372K 0.03% +336 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 799 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares 1,076 $371K 0.03% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,153 shares; 2025Q1: 2,103 shares; 2025Q2: 2,108 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,099 shares 2,099 $369K 0.03% -4 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,318 shares; 2025Q2: 2,278 shares; 2025Q3: 2,598 shares; 2025Q4: 2,849 shares; 2026Q1: 2,816 shares 2,816 $369K 0.03% -33 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: 42,205 shares; 2024Q4: 19,869 shares; 2025Q1: 15,168 shares; 2025Q2: 15,216 shares; 2025Q3: 14,711 shares; 2025Q4: 14,138 shares; 2026Q1: 13,103 shares 13,103 $368K 0.03% -1,035 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: 40,636 shares; 2025Q3: 41,809 shares; 2025Q4: 5,020 shares; 2026Q1: 5,705 shares 5,705 $366K 0.03% +685 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,155 shares; 2025Q1: 2,111 shares; 2025Q2: 1,920 shares; 2025Q3: 1,893 shares; 2025Q4: 1,742 shares; 2026Q1: 1,726 shares 1,726 $366K 0.03% -16 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares; 2026Q1: 2,511 shares 2,511 $365K 0.03% +157 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,053 shares; 2025Q1: 8,012 shares; 2025Q2: 7,451 shares; 2025Q3: 7,086 shares; 2025Q4: 5,868 shares; 2026Q1: 5,802 shares 5,802 $364K 0.03% -66 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 2,119 shares; 2026Q1: 2,291 shares 2,291 $363K 0.03% +172 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,237 shares; 2025Q4: 12,047 shares; 2026Q1: 12,052 shares 12,052 $362K 0.03% +5 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 26,442 shares; 2025Q1: 24,727 shares; 2025Q2: 23,379 shares; 2025Q3: 17,061 shares; 2025Q4: 5,140 shares; 2026Q1: 4,416 shares 4,416 $362K 0.03% -724 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: 769 shares; 2024Q4: 785 shares; 2025Q1: 822 shares; 2025Q2: 792 shares; 2025Q3: 754 shares; 2025Q4: 774 shares; 2026Q1: 832 shares 832 $360K 0.03% +58 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,763 shares; 2026Q1: 4,762 shares 4,762 $359K 0.03% +999 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,159 shares; 2025Q4: 53,147 shares; 2026Q1: 7,816 shares 7,816 $357K 0.03% -45,331 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,506 shares; 2024Q4: 35,134 shares; 2025Q1: 30,997 shares; 2025Q2: 33,449 shares; 2025Q3: 31,613 shares; 2025Q4: 7,628 shares; 2026Q1: 7,254 shares 7,254 $353K 0.03% -374 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,517 shares; 2025Q3: 16,878 shares; 2025Q4: 23,394 shares; 2026Q1: 30,346 shares 30,346 $353K 0.03% +6,952 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 4,303 shares; 2025Q1: 5,623 shares; 2025Q2: 5,473 shares; 2025Q3: 5,418 shares; 2025Q4: 3,196 shares; 2026Q1: 3,200 shares 3,200 $353K 0.03% +4 Timeline IXC ISHARES 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: 6,121 shares 6,121 $353K 0.03% new Timeline FFEB 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: 4,730 shares; 2024Q4: 4,430 shares; 2025Q1: 5,715 shares; 2025Q2: 5,395 shares; 2025Q3: 5,385 shares; 2025Q4: 5,185 shares; 2026Q1: 6,285 shares 6,285 $351K 0.03% +1,100 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,135 shares; 2025Q1: 3,901 shares; 2025Q2: 3,930 shares; 2025Q3: 3,619 shares; 2025Q4: 3,446 shares; 2026Q1: 3,308 shares 3,308 $351K 0.03% -138 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,544 shares; 2026Q1: 3,386 shares 3,386 $350K 0.03% -158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,630 shares 3,630 $346K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,154 shares; 2025Q1: 2,465 shares; 2025Q2: 2,552 shares; 2025Q3: 2,616 shares; 2025Q4: 2,582 shares; 2026Q1: 2,105 shares 2,105 $346K 0.03% -477 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: 28,681 shares; 2024Q4: 26,585 shares; 2025Q1: 25,638 shares; 2025Q2: 20,761 shares; 2025Q3: 16,134 shares; 2025Q4: 13,745 shares; 2026Q1: 19,511 shares 19,511 $346K 0.03% +5,766 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,030 shares 9,030 $344K 0.03% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 10,158 shares; 2025Q1: 13,222 shares; 2025Q2: 13,122 shares; 2025Q3: 12,348 shares; 2025Q4: 11,603 shares; 2026Q1: 12,621 shares 12,621 $344K 0.03% +1,018 Timeline JULM 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: 15,839 shares; 2024Q4: 15,611 shares; 2025Q1: 15,725 shares; 2025Q2: 11,334 shares; 2025Q3: 10,113 shares; 2025Q4: 10,239 shares; 2026Q1: 10,045 shares 10,045 $337K 0.03% -194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 1,018 shares 1,018 $335K 0.03% +231 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,315 shares; 2025Q1: 3,597 shares; 2025Q2: 3,583 shares; 2025Q3: 3,098 shares; 2025Q4: 2,973 shares; 2026Q1: 2,773 shares 2,773 $331K 0.03% -200 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 4,906 shares; 2026Q1: 6,285 shares 6,285 $330K 0.03% +1,379 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares; 2025Q3: 7,121 shares; 2025Q4: 2,239 shares; 2026Q1: 1,883 shares 1,883 $329K 0.03% -356 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,945 shares; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,590 shares 2,590 $326K 0.02% +195 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: 1,292 shares; 2024Q4: 1,037 shares; 2025Q1: 1,153 shares; 2025Q2: 1,475 shares; 2025Q3: 1,829 shares; 2025Q4: 2,922 shares; 2026Q1: 2,611 shares 2,611 $326K 0.02% -311 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,624 shares; 2024Q4: 15,689 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,420 shares; 2025Q4: 5,411 shares; 2026Q1: 5,461 shares 5,461 $325K 0.02% +50 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 7,553 shares; 2025Q4: 13,820 shares; 2026Q1: 14,864 shares 14,864 $325K 0.02% +1,044 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,409 shares; 2025Q1: 4,640 shares; 2025Q2: 4,544 shares; 2025Q3: 4,586 shares; 2025Q4: 4,868 shares; 2026Q1: 5,031 shares 5,031 $324K 0.02% +163 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 826 shares; 2025Q4: 1,117 shares; 2026Q1: 1,281 shares 1,281 $320K 0.02% +164 Timeline ANGL 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: 108,038 shares; 2024Q4: 111,307 shares; 2025Q1: 8,173 shares; 2025Q2: not reported; 2025Q3: 7,436 shares; 2025Q4: 7,096 shares; 2026Q1: 11,010 shares 11,010 $316K 0.02% +3,914 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,814 shares; 2025Q1: 5,778 shares; 2025Q2: 5,789 shares; 2025Q3: 5,673 shares; 2025Q4: 5,384 shares; 2026Q1: 5,425 shares 5,425 $313K 0.02% +41 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares 3,036 $309K 0.02% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,740 shares; 2024Q4: 14,513 shares; 2025Q1: 12,060 shares; 2025Q2: 10,000 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares; 2026Q1: 6,610 shares 6,610 $309K 0.02% -1,200 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 105,528 shares; 2025Q4: 132,647 shares; 2026Q1: 146,769 shares 146,769 $307K 0.02% +14,122 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,055 shares; 2026Q1: 3,208 shares 3,208 $306K 0.02% +153 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: 13,388 shares; 2024Q4: 12,348 shares; 2025Q1: 12,435 shares; 2025Q2: 12,442 shares; 2025Q3: 9,270 shares; 2025Q4: 5,647 shares; 2026Q1: 6,119 shares 6,119 $305K 0.02% +472 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,427 shares; 2025Q1: 3,239 shares; 2025Q2: 3,570 shares; 2025Q3: 3,597 shares; 2025Q4: 3,583 shares; 2026Q1: 3,490 shares 3,490 $303K 0.02% -93 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 12,507 shares; 2025Q1: 12,335 shares; 2025Q2: 12,153 shares; 2025Q3: 12,287 shares; 2025Q4: 12,726 shares; 2026Q1: 12,730 shares 12,730 $303K 0.02% +4 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 10,000 shares; 2026Q1: 16,750 shares 16,750 $303K 0.02% +6,750 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 19,507 shares; 2025Q3: 21,385 shares; 2025Q4: 4,630 shares; 2026Q1: 4,358 shares 4,358 $302K 0.02% -272 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: 52,657 shares; 2024Q4: 51,454 shares; 2025Q1: 43,888 shares; 2025Q2: 41,119 shares; 2025Q3: 41,904 shares; 2025Q4: 12,355 shares; 2026Q1: 12,159 shares 12,159 $301K 0.02% -196 Timeline