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: 266,264 shares; 2024Q4: 324,005 shares; 2025Q1: 336,537 shares; 2025Q2: 362,745 shares; 2025Q3: 387,010 shares; 2025Q4: 469,753 shares; 2026Q1: 468,351 shares 468,351 $119M 3.67% -1,402 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: 81,849 shares; 2024Q4: 96,753 shares; 2025Q1: 111,795 shares; 2025Q2: 116,139 shares; 2025Q3: 135,005 shares; 2025Q4: 139,219 shares; 2026Q1: 144,467 shares 144,467 $94.4M 2.91% +5,248 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148,379 shares; 2024Q4: 1,537,960 shares; 2025Q1: 1,729,476 shares; 2025Q2: 1,771,706 shares; 2025Q3: 1,960,755 shares; 2025Q4: 2,005,671 shares; 2026Q1: 1,936,262 shares 1,936,262 $75.4M 2.33% -69,409 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: 729,465 shares; 2024Q4: 812,254 shares; 2025Q1: 915,998 shares; 2025Q2: 1,070,509 shares; 2025Q3: 1,210,734 shares; 2025Q4: 1,214,523 shares; 2026Q1: 1,089,021 shares 1,089,021 $69.8M 2.15% -125,502 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: 119,523 shares; 2024Q4: 196,792 shares; 2025Q1: 187,302 shares; 2025Q2: 193,110 shares; 2025Q3: 216,691 shares; 2025Q4: 238,966 shares; 2026Q1: 219,786 shares 219,786 $63M 1.94% -19,180 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: 189,152 shares; 2024Q4: 240,111 shares; 2025Q1: 247,734 shares; 2025Q2: 265,861 shares; 2025Q3: 311,174 shares; 2025Q4: 359,109 shares; 2026Q1: 346,487 shares 346,487 $60.4M 1.86% -12,622 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,514 shares; 2024Q4: 1,357,798 shares; 2025Q1: 1,494,078 shares; 2025Q2: 1,881,437 shares; 2025Q3: 2,090,688 shares; 2025Q4: 2,093,243 shares; 2026Q1: 1,974,442 shares 1,974,442 $60.2M 1.86% -118,801 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: 291,049 shares; 2024Q4: 1,313,437 shares; 2025Q1: 1,454,801 shares; 2025Q2: 1,831,771 shares; 2025Q3: 2,128,290 shares; 2025Q4: 2,097,817 shares; 2026Q1: 2,024,864 shares 2,024,864 $59M 1.82% -72,953 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,654 shares; 2024Q4: 620,387 shares; 2025Q1: 697,338 shares; 2025Q2: 731,834 shares; 2025Q3: 801,315 shares; 2025Q4: 797,455 shares; 2026Q1: 778,056 shares 778,056 $51.4M 1.58% -19,399 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: 253,374 shares; 2024Q4: 333,634 shares; 2025Q1: 417,556 shares; 2025Q2: 514,514 shares; 2025Q3: 662,843 shares; 2025Q4: 764,845 shares; 2026Q1: 671,518 shares 671,518 $49.5M 1.53% -93,327 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: 97,257 shares; 2024Q4: 130,364 shares; 2025Q1: 143,364 shares; 2025Q2: 160,972 shares; 2025Q3: 178,225 shares; 2025Q4: 233,958 shares; 2026Q1: 218,098 shares 218,098 $45.4M 1.4% -15,860 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: 83,548 shares; 2024Q4: 122,756 shares; 2025Q1: 122,826 shares; 2025Q2: 122,743 shares; 2025Q3: 132,760 shares; 2025Q4: 155,130 shares; 2026Q1: 156,910 shares 156,910 $45.1M 1.39% +1,780 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: 325,154 shares; 2024Q4: 323,838 shares; 2025Q1: 333,650 shares; 2025Q2: 313,252 shares; 2025Q3: 291,708 shares; 2025Q4: 269,416 shares; 2026Q1: 246,967 shares 246,967 $43.1M 1.33% -22,449 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: 62,502 shares; 2024Q4: 86,370 shares; 2025Q1: 84,100 shares; 2025Q2: 104,243 shares; 2025Q3: 112,563 shares; 2025Q4: 123,045 shares; 2026Q1: 116,001 shares 116,001 $42.9M 1.32% -7,044 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: 43,505 shares; 2024Q4: 50,287 shares; 2025Q1: 39,283 shares; 2025Q2: 44,329 shares; 2025Q3: 52,699 shares; 2025Q4: 126,482 shares; 2026Q1: 133,261 shares 133,261 $41.2M 1.27% +6,779 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: 410,747 shares; 2024Q4: 467,536 shares; 2025Q1: 818,389 shares; 2025Q2: 819,916 shares; 2025Q3: 860,721 shares; 2025Q4: 831,788 shares; 2026Q1: 743,008 shares 743,008 $40.2M 1.24% -88,780 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: 61,803 shares; 2024Q4: 65,925 shares; 2025Q1: 73,706 shares; 2025Q2: 69,375 shares; 2025Q3: 75,703 shares; 2025Q4: 72,515 shares; 2026Q1: 69,057 shares 69,057 $39.5M 1.22% -3,458 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: 13,318 shares; 2024Q4: 29,626 shares; 2025Q1: 74,873 shares; 2025Q2: 68,827 shares; 2025Q3: 80,420 shares; 2025Q4: 76,108 shares; 2026Q1: 88,110 shares 88,110 $38.5M 1.19% +12,002 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: 86,502 shares; 2024Q4: 98,014 shares; 2025Q1: 111,086 shares; 2025Q2: 137,592 shares; 2025Q3: 151,295 shares; 2025Q4: 154,846 shares; 2026Q1: 137,137 shares 137,137 $35.9M 1.11% -17,709 Timeline NFLT 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: 674,953 shares; 2024Q4: 1,064,809 shares; 2025Q1: 1,244,345 shares; 2025Q2: 1,395,236 shares; 2025Q3: 1,571,181 shares; 2025Q4: 1,651,329 shares; 2026Q1: 1,475,222 shares 1,475,222 $33.6M 1.04% -176,107 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: 448,297 shares; 2024Q4: 540,910 shares; 2025Q1: 540,128 shares; 2025Q2: 421,981 shares; 2025Q3: 422,636 shares; 2025Q4: 541,675 shares; 2026Q1: 478,464 shares 478,464 $33.2M 1.02% -63,211 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: 9,786 shares; 2024Q4: 56,785 shares; 2025Q1: 136,647 shares; 2025Q2: 130,998 shares; 2025Q3: 135,200 shares; 2025Q4: 127,779 shares; 2026Q1: 153,115 shares 153,115 $30M 0.93% +25,336 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: 30,348 shares; 2024Q4: 31,797 shares; 2025Q1: 39,559 shares; 2025Q2: 47,897 shares; 2025Q3: 63,319 shares; 2025Q4: 63,162 shares; 2026Q1: 62,229 shares 62,229 $29.8M 0.92% -933 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: 197,459 shares; 2024Q4: 218,013 shares; 2025Q1: 203,427 shares; 2025Q2: 222,163 shares; 2025Q3: 269,103 shares; 2025Q4: 271,627 shares; 2026Q1: 299,111 shares 299,111 $29.7M 0.92% +27,484 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: 12,206 shares; 2025Q2: 17,013 shares; 2025Q3: 256,179 shares; 2025Q4: 369,300 shares; 2026Q1: 368,308 shares 368,308 $29.7M 0.92% -992 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: 283,932 shares; 2024Q4: 433,764 shares; 2025Q1: 476,154 shares; 2025Q2: 526,160 shares; 2025Q3: 520,584 shares; 2025Q4: 573,997 shares; 2026Q1: 633,452 shares 633,452 $29.3M 0.9% +59,455 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: 92,854 shares; 2024Q4: 102,841 shares; 2025Q1: 114,734 shares; 2025Q2: 121,976 shares; 2025Q3: 135,021 shares; 2025Q4: 133,646 shares; 2026Q1: 138,883 shares 138,883 $25.2M 0.78% +5,237 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: 10,153 shares; 2024Q4: 17,662 shares; 2025Q1: 22,734 shares; 2025Q2: 54,700 shares; 2025Q3: 302,765 shares; 2025Q4: 578,922 shares; 2026Q1: 483,516 shares 483,516 $25.1M 0.77% -95,406 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: 19,971 shares; 2024Q4: 21,357 shares; 2025Q1: 25,088 shares; 2025Q2: 36,242 shares; 2025Q3: 78,804 shares; 2025Q4: 80,576 shares; 2026Q1: 76,942 shares 76,942 $24.7M 0.76% -3,634 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: 26,668 shares; 2024Q4: 41,268 shares; 2025Q1: 36,786 shares; 2025Q2: 85,911 shares; 2025Q3: 206,042 shares; 2025Q4: 209,568 shares; 2026Q1: 247,127 shares 247,127 $22.4M 0.69% +37,559 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: 54,816 shares; 2024Q4: 61,791 shares; 2025Q1: 62,665 shares; 2025Q2: 66,390 shares; 2025Q3: 71,110 shares; 2025Q4: 79,859 shares; 2026Q1: 75,831 shares 75,831 $22.3M 0.69% -4,028 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601,549 shares; 2026Q1: 774,031 shares 774,031 $20.3M 0.63% +172,482 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,049 shares; 2024Q4: 135,903 shares; 2025Q1: 226,838 shares; 2025Q2: 249,542 shares; 2025Q3: 308,063 shares; 2025Q4: 337,560 shares; 2026Q1: 331,806 shares 331,806 $19M 0.59% -5,754 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 911,342 shares; 2026Q1: 879,216 shares 879,216 $18.6M 0.57% -32,126 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: 56,662 shares; 2024Q4: 49,709 shares; 2025Q1: 56,325 shares; 2025Q2: 50,940 shares; 2025Q3: 58,744 shares; 2025Q4: 73,531 shares; 2026Q1: 103,842 shares 103,842 $17.6M 0.54% +30,311 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: 30,258 shares; 2024Q4: 43,478 shares; 2025Q1: 43,710 shares; 2025Q2: 30,340 shares; 2025Q3: 28,990 shares; 2025Q4: 25,110 shares; 2026Q1: 26,572 shares 26,572 $17.3M 0.53% +1,462 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: 19,645 shares; 2024Q4: 24,767 shares; 2025Q1: 31,224 shares; 2025Q2: 32,003 shares; 2025Q3: 32,194 shares; 2025Q4: 28,243 shares; 2026Q1: 29,854 shares 29,854 $17.2M 0.53% +1,611 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,888 shares; 2024Q4: 405,599 shares; 2025Q1: 429,993 shares; 2025Q2: 448,135 shares; 2025Q3: 503,190 shares; 2025Q4: 533,528 shares; 2026Q1: 530,355 shares 530,355 $16.9M 0.52% -3,173 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,632 shares; 2024Q4: 963,163 shares; 2025Q1: 813,593 shares; 2025Q2: 717,846 shares; 2025Q3: 705,082 shares; 2025Q4: 713,934 shares; 2026Q1: 681,765 shares 681,765 $16.9M 0.52% -32,169 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: 32,551 shares; 2024Q4: 56,114 shares; 2025Q1: 70,482 shares; 2025Q2: 82,796 shares; 2025Q3: 80,283 shares; 2025Q4: 84,447 shares; 2026Q1: 28,089 shares 28,089 $16.8M 0.52% -56,358 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,325 shares; 2024Q4: 694,178 shares; 2025Q1: 546,481 shares; 2025Q2: 629,376 shares; 2025Q3: 638,141 shares; 2025Q4: 657,681 shares; 2026Q1: 658,318 shares 658,318 $16.5M 0.51% +637 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 4,711 shares; 2025Q1: 36,665 shares; 2025Q2: 29,983 shares; 2025Q3: 29,698 shares; 2025Q4: 25,745 shares; 2026Q1: 38,238 shares 38,238 $16.3M 0.5% +12,493 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: 188,236 shares; 2024Q4: 227,157 shares; 2025Q1: 234,922 shares; 2025Q2: 263,515 shares; 2025Q3: 279,581 shares; 2025Q4: 290,230 shares; 2026Q1: 256,749 shares 256,749 $16.1M 0.5% -33,481 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: 24,834 shares; 2024Q4: 32,114 shares; 2025Q1: 31,405 shares; 2025Q2: 46,151 shares; 2025Q3: 41,684 shares; 2025Q4: 50,757 shares; 2026Q1: 43,124 shares 43,124 $16M 0.49% -7,633 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: 148,786 shares; 2024Q4: 204,136 shares; 2025Q1: 247,309 shares; 2025Q2: 286,687 shares; 2025Q3: 333,192 shares; 2025Q4: 367,123 shares; 2026Q1: 311,764 shares 311,764 $15.6M 0.48% -55,359 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,629 shares; 2024Q4: 186,331 shares; 2025Q1: 218,650 shares; 2025Q2: 236,710 shares; 2025Q3: 263,984 shares; 2025Q4: 277,809 shares; 2026Q1: 201,384 shares 201,384 $15.2M 0.47% -76,425 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: 44,410 shares; 2024Q4: 40,277 shares; 2025Q1: 49,109 shares; 2025Q2: 45,671 shares; 2025Q3: 52,605 shares; 2025Q4: 59,221 shares; 2026Q1: 61,390 shares 61,390 $15M 0.46% +2,169 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,099 shares; 2024Q4: 39,830 shares; 2025Q1: 33,213 shares; 2025Q2: 35,416 shares; 2025Q3: 39,007 shares; 2025Q4: 43,507 shares; 2026Q1: 43,812 shares 43,812 $14.8M 0.46% +305 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: 6,717 shares; 2024Q4: 56,203 shares; 2025Q1: 26,388 shares; 2025Q2: 37,262 shares; 2025Q3: 51,752 shares; 2025Q4: 60,117 shares; 2026Q1: 133,357 shares 133,357 $14.2M 0.44% +73,240 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: 2,957 shares; 2025Q2: 7,620 shares; 2025Q3: 83,110 shares; 2025Q4: 92,176 shares; 2026Q1: 120,349 shares 120,349 $13.3M 0.41% +28,173 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: 4,941 shares; 2024Q4: 15,714 shares; 2025Q1: 66,932 shares; 2025Q2: 57,208 shares; 2025Q3: 59,019 shares; 2025Q4: 57,018 shares; 2026Q1: 60,558 shares 60,558 $13.2M 0.41% +3,540 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: 22,322 shares; 2024Q4: 23,193 shares; 2025Q1: 15,535 shares; 2025Q2: 16,373 shares; 2025Q3: 17,237 shares; 2025Q4: 18,177 shares; 2026Q1: 18,042 shares 18,042 $12.8M 0.39% -135 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 14,297 shares; 2025Q3: 17,416 shares; 2025Q4: 272,928 shares; 2026Q1: 239,485 shares 239,485 $11.8M 0.36% -33,443 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373,092 shares; 2026Q1: 379,958 shares 379,958 $11.8M 0.36% +6,866 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: 9,433 shares; 2024Q4: 10,099 shares; 2025Q1: 10,379 shares; 2025Q2: 11,126 shares; 2025Q3: 9,051 shares; 2025Q4: 9,732 shares; 2026Q1: 11,763 shares 11,763 $11.7M 0.36% +2,031 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,777 shares; 2025Q1: 43,930 shares; 2025Q2: 37,842 shares; 2025Q3: 37,536 shares; 2025Q4: 34,074 shares; 2026Q1: 37,888 shares 37,888 $11.5M 0.35% +3,814 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: 36,638 shares; 2024Q4: 35,593 shares; 2025Q1: 27,689 shares; 2025Q2: 38,121 shares; 2025Q3: 77,978 shares; 2025Q4: 85,815 shares; 2026Q1: 91,049 shares 91,049 $11.3M 0.35% +5,234 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: 31,018 shares; 2024Q4: 34,517 shares; 2025Q1: 35,246 shares; 2025Q2: 33,114 shares; 2025Q3: 39,183 shares; 2025Q4: 62,935 shares; 2026Q1: 93,562 shares 93,562 $11.3M 0.35% +30,627 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303,670 shares; 2025Q4: 371,201 shares; 2026Q1: 371,633 shares 371,633 $11.2M 0.35% +432 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: 51,388 shares; 2024Q4: 63,145 shares; 2025Q1: 61,894 shares; 2025Q2: 65,471 shares; 2025Q3: 66,879 shares; 2025Q4: 89,819 shares; 2026Q1: 89,830 shares 89,830 $11.2M 0.34% +11 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: 30,458 shares; 2024Q4: 26,183 shares; 2025Q1: 39,670 shares; 2025Q2: 82,255 shares; 2025Q3: 83,892 shares; 2025Q4: 85,317 shares; 2026Q1: 72,936 shares 72,936 $10.7M 0.33% -12,381 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: 108,248 shares; 2024Q4: 123,965 shares; 2025Q1: 117,280 shares; 2025Q2: 122,541 shares; 2025Q3: 125,409 shares; 2025Q4: 128,357 shares; 2026Q1: 120,094 shares 120,094 $10.6M 0.33% -8,263 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,514 shares; 2024Q4: 47,044 shares; 2025Q1: 43,008 shares; 2025Q2: 37,004 shares; 2025Q3: 36,954 shares; 2025Q4: 43,256 shares; 2026Q1: 42,450 shares 42,450 $10.5M 0.32% -806 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267,912 shares; 2025Q2: 236,759 shares; 2025Q3: 239,095 shares; 2025Q4: 183,763 shares; 2026Q1: 193,406 shares 193,406 $10.2M 0.31% +9,643 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290,875 shares; 2025Q2: 244,044 shares; 2025Q3: 228,068 shares; 2025Q4: 185,504 shares; 2026Q1: 208,319 shares 208,319 $10.1M 0.31% +22,815 Timeline DYFI 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: 253,996 shares; 2024Q4: 393,443 shares; 2025Q1: 468,606 shares; 2025Q2: 517,324 shares; 2025Q3: 537,034 shares; 2025Q4: 472,896 shares; 2026Q1: 426,949 shares 426,949 $9.71M 0.3% -45,947 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: 12,373 shares; 2024Q4: 14,495 shares; 2025Q1: 17,139 shares; 2025Q2: 14,954 shares; 2025Q3: 18,807 shares; 2025Q4: 44,341 shares; 2026Q1: 43,599 shares 43,599 $9.48M 0.29% -742 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: 33,257 shares; 2024Q4: 41,393 shares; 2025Q1: 44,461 shares; 2025Q2: 45,588 shares; 2025Q3: 62,002 shares; 2025Q4: 87,883 shares; 2026Q1: 93,587 shares 93,587 $9.41M 0.29% +5,704 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: 29,803 shares; 2024Q4: 32,339 shares; 2025Q1: 36,588 shares; 2025Q2: 33,957 shares; 2025Q3: 38,642 shares; 2025Q4: 41,909 shares; 2026Q1: 44,996 shares 44,996 $9.31M 0.29% +3,087 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: 35,888 shares; 2024Q4: 169,673 shares; 2025Q1: 186,035 shares; 2025Q2: 210,039 shares; 2025Q3: 288,368 shares; 2025Q4: 289,463 shares; 2026Q1: 302,545 shares 302,545 $9.28M 0.29% +13,082 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: 5,394 shares; 2024Q4: 6,239 shares; 2025Q1: 8,143 shares; 2025Q2: 8,151 shares; 2025Q3: 8,715 shares; 2025Q4: 10,229 shares; 2026Q1: 9,937 shares 9,937 $9.14M 0.28% -292 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,501 shares; 2024Q4: 146,302 shares; 2025Q1: 142,562 shares; 2025Q2: 184,269 shares; 2025Q3: 227,300 shares; 2025Q4: 228,037 shares; 2026Q1: 168,865 shares 168,865 $8.99M 0.28% -59,172 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: 118,961 shares; 2024Q4: 140,471 shares; 2025Q1: 156,824 shares; 2025Q2: 156,871 shares; 2025Q3: 178,780 shares; 2025Q4: 184,716 shares; 2026Q1: 164,299 shares 164,299 $8.64M 0.27% -20,417 Timeline CSHI 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: 92,980 shares; 2024Q4: 102,054 shares; 2025Q1: 113,748 shares; 2025Q2: 142,523 shares; 2025Q3: 159,418 shares; 2025Q4: 157,316 shares; 2026Q1: 171,930 shares 171,930 $8.56M 0.26% +14,614 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,967 shares; 2024Q4: 133,841 shares; 2025Q1: 145,072 shares; 2025Q2: 145,460 shares; 2025Q3: 152,591 shares; 2025Q4: 141,106 shares; 2026Q1: 141,708 shares 141,708 $8.39M 0.26% +602 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: 23,292 shares; 2024Q4: 25,235 shares; 2025Q1: 27,930 shares; 2025Q2: 29,331 shares; 2025Q3: 31,498 shares; 2025Q4: 34,236 shares; 2026Q1: 34,238 shares 34,238 $8.3M 0.26% +2 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: 5,965 shares; 2024Q4: 7,161 shares; 2025Q1: 8,141 shares; 2025Q2: 10,826 shares; 2025Q3: 11,034 shares; 2025Q4: 91,650 shares; 2026Q1: 83,380 shares 83,380 $8.02M 0.25% -8,270 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: 66,217 shares; 2024Q4: 76,164 shares; 2025Q1: 75,007 shares; 2025Q2: 101,636 shares; 2025Q3: 170,848 shares; 2025Q4: 181,000 shares; 2026Q1: 166,716 shares 166,716 $8.01M 0.25% -14,284 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: 143,888 shares; 2024Q4: 151,844 shares; 2025Q1: 146,111 shares; 2025Q2: 138,902 shares; 2025Q3: 156,949 shares; 2025Q4: 176,261 shares; 2026Q1: 163,030 shares 163,030 $7.95M 0.25% -13,231 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: 62,451 shares; 2024Q4: 33,877 shares; 2025Q1: 34,068 shares; 2025Q2: 33,058 shares; 2025Q3: 38,168 shares; 2025Q4: 84,945 shares; 2026Q1: 85,498 shares 85,498 $7.94M 0.24% +553 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,714 shares; 2024Q4: 13,511 shares; 2025Q1: 14,667 shares; 2025Q2: 13,616 shares; 2025Q3: 13,639 shares; 2025Q4: 12,995 shares; 2026Q1: 22,016 shares 22,016 $7.85M 0.24% +9,021 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: 26,442 shares; 2024Q4: 31,109 shares; 2025Q1: 27,859 shares; 2025Q2: 45,428 shares; 2025Q3: 80,135 shares; 2025Q4: 73,608 shares; 2026Q1: 99,854 shares 99,854 $7.83M 0.24% +26,246 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,573 shares; 2024Q4: 38,380 shares; 2025Q1: 44,578 shares; 2025Q2: 47,683 shares; 2025Q3: 53,480 shares; 2025Q4: 54,289 shares; 2026Q1: 52,664 shares 52,664 $7.62M 0.24% -1,625 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,855 shares; 2024Q4: 111,953 shares; 2025Q1: 119,233 shares; 2025Q2: 135,210 shares; 2025Q3: 130,490 shares; 2025Q4: 138,733 shares; 2026Q1: 148,373 shares 148,373 $7.56M 0.23% +9,640 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: 2,419 shares; 2024Q4: 3,291 shares; 2025Q1: 3,582 shares; 2025Q2: 2,726 shares; 2025Q3: 3,268 shares; 2025Q4: 4,736 shares; 2026Q1: 5,273 shares 5,273 $6.97M 0.21% +537 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: 11,125 shares; 2024Q4: 11,426 shares; 2025Q1: 11,229 shares; 2025Q2: 7,464 shares; 2025Q3: 7,966 shares; 2025Q4: 8,578 shares; 2026Q1: 8,167 shares 8,167 $6.91M 0.21% -411 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: 87,077 shares; 2026Q1: 88,101 shares 88,101 $6.83M 0.21% +1,024 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,324 shares; 2024Q4: 75,460 shares; 2025Q1: 86,941 shares; 2025Q2: 86,162 shares; 2025Q3: 92,424 shares; 2025Q4: 85,401 shares; 2026Q1: 83,147 shares 83,147 $6.78M 0.21% -2,254 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: 20,535 shares; 2024Q4: 30,565 shares; 2025Q1: 28,981 shares; 2025Q2: 36,818 shares; 2025Q3: 31,067 shares; 2025Q4: 29,629 shares; 2026Q1: 35,158 shares 35,158 $6.74M 0.21% +5,529 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: 9,062 shares; 2024Q4: 11,579 shares; 2025Q1: 13,176 shares; 2025Q2: 14,793 shares; 2025Q3: 15,933 shares; 2025Q4: 15,620 shares; 2026Q1: 13,481 shares 13,481 $6.74M 0.21% -2,139 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: 72,132 shares; 2024Q4: 95,053 shares; 2025Q1: 79,828 shares; 2025Q2: 75,784 shares; 2025Q3: 73,021 shares; 2025Q4: 70,866 shares; 2026Q1: 69,270 shares 69,270 $6.73M 0.21% -1,596 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,697 shares; 2024Q4: 31,123 shares; 2025Q1: 31,335 shares; 2025Q2: 42,158 shares; 2025Q3: 34,562 shares; 2025Q4: 35,521 shares; 2026Q1: 86,854 shares 86,854 $6.65M 0.21% +51,333 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: 25,332 shares; 2024Q4: 25,032 shares; 2025Q1: 10,554 shares; 2025Q2: 10,749 shares; 2025Q3: 11,935 shares; 2025Q4: 23,811 shares; 2026Q1: 22,735 shares 22,735 $6.45M 0.2% -1,076 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: 51,998 shares; 2024Q4: 52,611 shares; 2025Q1: 68,537 shares; 2025Q2: 61,185 shares; 2025Q3: 55,900 shares; 2025Q4: 54,680 shares; 2026Q1: 91,912 shares 91,912 $6.41M 0.2% +37,232 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: 4,630 shares; 2024Q4: 6,427 shares; 2025Q1: 8,165 shares; 2025Q2: 8,094 shares; 2025Q3: 7,535 shares; 2025Q4: 56,038 shares; 2026Q1: 63,602 shares 63,602 $6.4M 0.2% +7,564 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: 5,930 shares; 2024Q4: 16,399 shares; 2025Q1: 24,500 shares; 2025Q2: 19,478 shares; 2025Q3: 17,167 shares; 2025Q4: 49,473 shares; 2026Q1: 48,125 shares 48,125 $6.4M 0.2% -1,348 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,102 shares; 2024Q4: 40,592 shares; 2025Q1: 56,674 shares; 2025Q2: 60,421 shares; 2025Q3: 68,535 shares; 2025Q4: 74,634 shares; 2026Q1: 75,875 shares 75,875 $6.26M 0.19% +1,241 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: 13,350 shares; 2024Q4: 15,980 shares; 2025Q1: 17,992 shares; 2025Q2: 19,462 shares; 2025Q3: 20,200 shares; 2025Q4: 22,122 shares; 2026Q1: 20,527 shares 20,527 $6.2M 0.19% -1,595 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 15,882 shares; 2025Q1: 15,240 shares; 2025Q2: 17,540 shares; 2025Q3: 14,958 shares; 2025Q4: 22,347 shares; 2026Q1: 43,108 shares 43,108 $6.14M 0.19% +20,761 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: 39,774 shares; 2024Q4: 40,138 shares; 2025Q1: 40,694 shares; 2025Q2: 17,956 shares; 2025Q3: 20,343 shares; 2025Q4: 30,010 shares; 2026Q1: 31,613 shares 31,613 $6.1M 0.19% +1,603 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: 5,388 shares; 2024Q4: 5,362 shares; 2025Q1: 6,705 shares; 2025Q2: 6,311 shares; 2025Q3: 6,840 shares; 2025Q4: 9,377 shares; 2026Q1: 17,195 shares 17,195 $6.05M 0.19% +7,818 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: 5,206 shares; 2024Q4: 8,029 shares; 2025Q1: 9,293 shares; 2025Q2: 11,632 shares; 2025Q3: 27,396 shares; 2025Q4: 30,124 shares; 2026Q1: 119,503 shares 119,503 $6.02M 0.19% +89,379 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: 54,981 shares; 2024Q4: 55,128 shares; 2025Q1: 53,085 shares; 2025Q2: 57,864 shares; 2025Q3: 61,535 shares; 2025Q4: 63,235 shares; 2026Q1: 61,355 shares 61,355 $5.86M 0.18% -1,880 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 1,997 shares; 2026Q1: 23,458 shares 23,458 $5.84M 0.18% +21,461 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: 252,004 shares; 2024Q4: 343,617 shares; 2025Q1: 412,929 shares; 2025Q2: 425,416 shares; 2025Q3: 80,344 shares; 2025Q4: 77,844 shares; 2026Q1: 73,742 shares 73,742 $5.8M 0.18% -4,102 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,520 shares; 2024Q4: 61,697 shares; 2025Q1: 50,127 shares; 2025Q2: 55,464 shares; 2025Q3: 66,311 shares; 2025Q4: 71,345 shares; 2026Q1: 52,207 shares 52,207 $5.69M 0.18% -19,138 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,983 shares; 2024Q4: 54,709 shares; 2025Q1: 55,728 shares; 2025Q2: 67,188 shares; 2025Q3: 78,994 shares; 2025Q4: 85,432 shares; 2026Q1: 99,861 shares 99,861 $5.68M 0.18% +14,429 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: 55,127 shares; 2024Q4: 82,506 shares; 2025Q1: 97,726 shares; 2025Q2: 104,742 shares; 2025Q3: 92,293 shares; 2025Q4: 67,841 shares; 2026Q1: 65,417 shares 65,417 $5.67M 0.17% -2,424 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 10,321 shares; 2025Q1: 9,783 shares; 2025Q2: 12,929 shares; 2025Q3: 18,865 shares; 2025Q4: 17,098 shares; 2026Q1: 41,984 shares 41,984 $5.54M 0.17% +24,886 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: 20,149 shares; 2024Q4: 15,027 shares; 2025Q1: 31,467 shares; 2025Q2: 22,940 shares; 2025Q3: 34,700 shares; 2025Q4: 127,906 shares; 2026Q1: 125,089 shares 125,089 $5.52M 0.17% -2,817 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 24,222 shares; 2025Q1: 21,570 shares; 2025Q2: 18,164 shares; 2025Q3: 18,208 shares; 2025Q4: 18,500 shares; 2026Q1: 18,288 shares 18,288 $5.47M 0.17% -212 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: 6,081 shares; 2024Q4: 8,312 shares; 2025Q1: 23,193 shares; 2025Q2: 36,196 shares; 2025Q3: 38,995 shares; 2025Q4: 36,148 shares; 2026Q1: 39,125 shares 39,125 $5.45M 0.17% +2,977 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: 29,954 shares; 2024Q4: 33,849 shares; 2025Q1: 33,592 shares; 2025Q2: 27,934 shares; 2025Q3: 30,403 shares; 2025Q4: 37,642 shares; 2026Q1: 37,472 shares 37,472 $5.41M 0.17% -170 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: 4,499 shares; 2024Q4: 5,399 shares; 2025Q1: 6,530 shares; 2025Q2: 7,081 shares; 2025Q3: 7,911 shares; 2025Q4: 15,617 shares; 2026Q1: 17,058 shares 17,058 $5.3M 0.16% +1,441 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: 21,740 shares; 2024Q4: 24,425 shares; 2025Q1: 34,084 shares; 2025Q2: 32,052 shares; 2025Q3: 36,409 shares; 2025Q4: 66,013 shares; 2026Q1: 67,740 shares 67,740 $5.26M 0.16% +1,727 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,169 shares; 2024Q4: 211,947 shares; 2025Q1: 198,728 shares; 2025Q2: 183,484 shares; 2025Q3: 193,119 shares; 2025Q4: 187,268 shares; 2026Q1: 174,965 shares 174,965 $5.09M 0.16% -12,303 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: 9,139 shares; 2024Q4: 10,712 shares; 2025Q1: 11,897 shares; 2025Q2: 13,147 shares; 2025Q3: 15,282 shares; 2025Q4: 25,988 shares; 2026Q1: 31,546 shares 31,546 $5.04M 0.16% +5,558 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: 6,819 shares; 2024Q4: 8,659 shares; 2025Q1: 12,301 shares; 2025Q2: 10,396 shares; 2025Q3: 11,320 shares; 2025Q4: 13,837 shares; 2026Q1: 14,799 shares 14,799 $5M 0.15% +962 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 12,768 shares; 2025Q1: 14,023 shares; 2025Q2: 7,692 shares; 2025Q3: 11,561 shares; 2025Q4: 23,633 shares; 2026Q1: 81,491 shares 81,491 $4.94M 0.15% +57,858 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: 8,489 shares; 2024Q4: 9,362 shares; 2025Q1: 45,123 shares; 2025Q2: 42,704 shares; 2025Q3: 41,129 shares; 2025Q4: 41,356 shares; 2026Q1: 41,436 shares 41,436 $4.92M 0.15% +80 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: 26,522 shares; 2024Q4: 30,189 shares; 2025Q1: 45,678 shares; 2025Q2: 43,571 shares; 2025Q3: 45,697 shares; 2025Q4: 61,783 shares; 2026Q1: 63,622 shares 63,622 $4.84M 0.15% +1,839 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: 13,195 shares; 2024Q4: 18,656 shares; 2025Q1: 21,018 shares; 2025Q2: 14,824 shares; 2025Q3: 88,378 shares; 2025Q4: 107,727 shares; 2026Q1: 125,229 shares 125,229 $4.81M 0.15% +17,502 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: 118,332 shares; 2024Q4: 127,800 shares; 2025Q1: 227,488 shares; 2025Q2: 240,779 shares; 2025Q3: 258,724 shares; 2025Q4: 143,120 shares; 2026Q1: 165,163 shares 165,163 $4.79M 0.15% +22,043 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: 18,055 shares; 2024Q4: 17,837 shares; 2025Q1: 18,149 shares; 2025Q2: 18,941 shares; 2025Q3: 22,031 shares; 2025Q4: 23,237 shares; 2026Q1: 23,958 shares 23,958 $4.77M 0.15% +721 Timeline SCHC 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: 5,593 shares; 2024Q4: 6,470 shares; 2025Q1: 127,285 shares; 2025Q2: 124,197 shares; 2025Q3: 108,379 shares; 2025Q4: 98,557 shares; 2026Q1: 101,719 shares 101,719 $4.75M 0.15% +3,162 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: 10,163 shares; 2024Q4: 18,664 shares; 2025Q1: 22,307 shares; 2025Q2: 23,733 shares; 2025Q3: 44,236 shares; 2025Q4: 38,030 shares; 2026Q1: 23,298 shares 23,298 $4.74M 0.15% -14,732 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: 18,391 shares; 2024Q4: 15,933 shares; 2025Q1: 21,761 shares; 2025Q2: 20,640 shares; 2025Q3: 23,339 shares; 2025Q4: 27,034 shares; 2026Q1: 30,578 shares 30,578 $4.67M 0.14% +3,544 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 24,774 shares; 2025Q1: 25,426 shares; 2025Q2: 23,095 shares; 2025Q3: 23,739 shares; 2025Q4: 27,651 shares; 2026Q1: 27,862 shares 27,862 $4.56M 0.14% +211 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: 10,731 shares; 2024Q4: 14,057 shares; 2025Q1: 15,518 shares; 2025Q2: 15,586 shares; 2025Q3: 18,730 shares; 2025Q4: 20,742 shares; 2026Q1: 20,533 shares 20,533 $4.42M 0.14% -209 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: not reported; 2025Q1: 5,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares; 2026Q1: 47,018 shares 47,018 $4.36M 0.13% +38,725 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 11,434 shares; 2025Q1: 4,750 shares; 2025Q2: 19,887 shares; 2025Q3: 76,801 shares; 2025Q4: 81,723 shares; 2026Q1: 82,626 shares 82,626 $4.23M 0.13% +903 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: 4,669 shares; 2024Q4: 5,452 shares; 2025Q1: 5,626 shares; 2025Q2: 7,911 shares; 2025Q3: 9,317 shares; 2025Q4: 10,757 shares; 2026Q1: 12,197 shares 12,197 $4.17M 0.13% +1,440 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: 25,971 shares; 2024Q4: 29,305 shares; 2025Q1: 30,440 shares; 2025Q2: 30,520 shares; 2025Q3: 34,815 shares; 2025Q4: 36,322 shares; 2026Q1: 36,329 shares 36,329 $4.12M 0.13% +7 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: 6,956 shares; 2024Q4: 7,789 shares; 2025Q1: 8,983 shares; 2025Q2: 10,782 shares; 2025Q3: 11,021 shares; 2025Q4: 8,453 shares; 2026Q1: 8,797 shares 8,797 $4.07M 0.13% +344 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: 6,157 shares; 2024Q4: 6,803 shares; 2025Q1: 6,839 shares; 2025Q2: 7,339 shares; 2025Q3: 7,269 shares; 2025Q4: 9,368 shares; 2026Q1: 9,436 shares 9,436 $4.06M 0.13% +68 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: 1,803 shares; 2024Q4: 9,234 shares; 2025Q1: 10,771 shares; 2025Q2: 11,015 shares; 2025Q3: 8,292 shares; 2025Q4: 7,128 shares; 2026Q1: 19,227 shares 19,227 $4.06M 0.13% +12,099 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 14,964 shares; 2025Q1: 19,729 shares; 2025Q2: 31,142 shares; 2025Q3: 34,608 shares; 2025Q4: 35,057 shares; 2026Q1: 33,712 shares 33,712 $4M 0.12% -1,345 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: 19,085 shares; 2024Q4: 24,327 shares; 2025Q1: 27,258 shares; 2025Q2: 34,436 shares; 2025Q3: 37,226 shares; 2025Q4: 42,035 shares; 2026Q1: 13,329 shares 13,329 $3.83M 0.12% -28,706 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: 15,555 shares; 2024Q4: 21,211 shares; 2025Q1: 24,277 shares; 2025Q2: 28,499 shares; 2025Q3: 30,617 shares; 2025Q4: 33,105 shares; 2026Q1: 32,249 shares 32,249 $3.83M 0.12% -856 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,286 shares; 2024Q4: 81,895 shares; 2025Q1: 83,592 shares; 2025Q2: 83,592 shares; 2025Q3: 83,592 shares; 2025Q4: 85,044 shares; 2026Q1: 85,404 shares 85,404 $3.81M 0.12% +360 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 14,934 shares; 2025Q1: 17,430 shares; 2025Q2: 21,285 shares; 2025Q3: 28,220 shares; 2025Q4: 30,417 shares; 2026Q1: 37,599 shares 37,599 $3.72M 0.11% +7,182 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: not reported; 2024Q4: 14,384 shares; 2025Q1: 65,579 shares; 2025Q2: 62,205 shares; 2025Q3: 56,364 shares; 2025Q4: 53,489 shares; 2026Q1: 59,415 shares 59,415 $3.71M 0.11% +5,926 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: 9,049 shares; 2025Q1: 13,496 shares; 2025Q2: 10,726 shares; 2025Q3: 14,651 shares; 2025Q4: 15,624 shares; 2026Q1: 17,153 shares 17,153 $3.66M 0.11% +1,529 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 18,570 shares 18,570 $3.66M 0.11% new Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359,500 shares; 2025Q3: 359,500 shares; 2025Q4: 334,500 shares; 2026Q1: 621,500 shares 621,500 $3.59M 0.11% +287,000 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: 12,893 shares; 2024Q4: 15,220 shares; 2025Q1: 15,230 shares; 2025Q2: 19,544 shares; 2025Q3: 20,294 shares; 2025Q4: 23,037 shares; 2026Q1: 21,799 shares 21,799 $3.59M 0.11% -1,238 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 14,456 shares; 2025Q1: 12,518 shares; 2025Q2: 17,342 shares; 2025Q3: 19,817 shares; 2025Q4: 21,469 shares; 2026Q1: 21,791 shares 21,791 $3.53M 0.11% +322 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: 4,390 shares; 2024Q4: 5,534 shares; 2025Q1: 5,251 shares; 2025Q2: 4,905 shares; 2025Q3: 5,989 shares; 2025Q4: 4,997 shares; 2026Q1: 5,031 shares 5,031 $3.51M 0.11% +34 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,562 shares; 2024Q4: 24,891 shares; 2025Q1: 38,493 shares; 2025Q2: 29,580 shares; 2025Q3: 37,445 shares; 2025Q4: 38,107 shares; 2026Q1: 37,509 shares 37,509 $3.49M 0.11% -598 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: 28,616 shares; 2024Q4: 26,680 shares; 2025Q1: 35,926 shares; 2025Q2: 40,919 shares; 2025Q3: 44,419 shares; 2025Q4: 44,998 shares; 2026Q1: 41,874 shares 41,874 $3.46M 0.11% -3,124 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: 16,449 shares; 2024Q4: 19,846 shares; 2025Q1: 20,384 shares; 2025Q2: 23,100 shares; 2025Q3: 24,305 shares; 2025Q4: 37,315 shares; 2026Q1: 32,895 shares 32,895 $3.38M 0.1% -4,420 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: 1,584 shares; 2024Q4: 1,817 shares; 2025Q1: 2,132 shares; 2025Q2: 2,660 shares; 2025Q3: 2,891 shares; 2025Q4: 3,584 shares; 2026Q1: 3,853 shares 3,853 $3.36M 0.1% +269 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: 20,046 shares; 2024Q4: 22,489 shares; 2025Q1: 26,340 shares; 2025Q2: 24,538 shares; 2025Q3: 27,389 shares; 2025Q4: 29,820 shares; 2026Q1: 26,672 shares 26,672 $3.35M 0.1% -3,148 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: 48,594 shares; 2024Q4: 49,059 shares; 2025Q1: 48,373 shares; 2025Q2: 49,367 shares; 2025Q3: 57,439 shares; 2025Q4: 58,409 shares; 2026Q1: 66,504 shares 66,504 $3.34M 0.1% +8,095 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: 30,679 shares; 2024Q4: 35,105 shares; 2025Q1: 40,499 shares; 2025Q2: 39,806 shares; 2025Q3: 43,411 shares; 2025Q4: 41,494 shares; 2026Q1: 46,361 shares 46,361 $3.33M 0.1% +4,867 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,356 shares; 2024Q4: 28,034 shares; 2025Q1: 26,592 shares; 2025Q2: 23,147 shares; 2025Q3: 24,372 shares; 2025Q4: 24,897 shares; 2026Q1: 22,811 shares 22,811 $3.33M 0.1% -2,086 Timeline PCMM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,735 shares; 2026Q1: 67,294 shares 67,294 $3.31M 0.1% -4,441 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,347 shares; 2025Q1: 1,727 shares; 2025Q2: 1,554 shares; 2025Q3: 1,920 shares; 2025Q4: 2,121 shares; 2026Q1: 2,237 shares 2,237 $3.29M 0.1% +116 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 17,828 shares; 2025Q1: 48,528 shares; 2025Q2: 43,703 shares; 2025Q3: 50,296 shares; 2025Q4: 56,442 shares; 2026Q1: 61,954 shares 61,954 $3.26M 0.1% +5,512 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: 6,241 shares; 2024Q4: 6,928 shares; 2025Q1: 8,088 shares; 2025Q2: 8,032 shares; 2025Q3: 8,062 shares; 2025Q4: 12,703 shares; 2026Q1: 14,168 shares 14,168 $3.26M 0.1% +1,465 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,806 shares; 2025Q1: 3,173 shares; 2025Q2: 3,370 shares; 2025Q3: 3,865 shares; 2025Q4: 11,122 shares; 2026Q1: 11,795 shares 11,795 $3.25M 0.1% +673 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 5,435 shares; 2025Q1: 5,151 shares; 2025Q2: 6,637 shares; 2025Q3: 8,652 shares; 2025Q4: 9,842 shares; 2026Q1: 10,674 shares 10,674 $3.23M 0.1% +832 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,394 shares; 2026Q1: 191,820 shares 191,820 $3.19M 0.1% -82,574 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: 109,499 shares; 2024Q4: 133,665 shares; 2025Q1: 146,159 shares; 2025Q2: 187,675 shares; 2025Q3: 253,471 shares; 2025Q4: 161,797 shares; 2026Q1: 136,253 shares 136,253 $3.18M 0.1% -25,544 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,855 shares; 2024Q4: 30,976 shares; 2025Q1: 34,502 shares; 2025Q2: 37,397 shares; 2025Q3: 41,586 shares; 2025Q4: 45,287 shares; 2026Q1: 39,330 shares 39,330 $3.13M 0.1% -5,957 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,159 shares; 2024Q4: 102,012 shares; 2025Q1: 120,974 shares; 2025Q2: 125,620 shares; 2025Q3: 152,843 shares; 2025Q4: 173,730 shares; 2026Q1: 184,145 shares 184,145 $3.12M 0.1% +10,415 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,357 shares; 2024Q4: 47,021 shares; 2025Q1: 48,805 shares; 2025Q2: 49,299 shares; 2025Q3: 50,712 shares; 2025Q4: 53,351 shares; 2026Q1: 52,883 shares 52,883 $3.11M 0.1% -468 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 8,675 shares; 2025Q1: 8,966 shares; 2025Q2: 9,502 shares; 2025Q3: 11,478 shares; 2025Q4: 12,060 shares; 2026Q1: 9,375 shares 9,375 $3.08M 0.1% -2,685 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: 7,711 shares; 2024Q4: 13,758 shares; 2025Q1: 15,098 shares; 2025Q2: 21,608 shares; 2025Q3: 29,890 shares; 2025Q4: 29,472 shares; 2026Q1: 28,458 shares 28,458 $3.03M 0.09% -1,014 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,058 shares; 2025Q1: 4,739 shares; 2025Q2: 5,556 shares; 2025Q3: 5,858 shares; 2025Q4: 12,047 shares; 2026Q1: 12,238 shares 12,238 $3.02M 0.09% +191 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: 2,815 shares; 2024Q4: 3,069 shares; 2025Q1: 4,546 shares; 2025Q2: 4,265 shares; 2025Q3: 5,063 shares; 2025Q4: 4,167 shares; 2026Q1: 6,080 shares 6,080 $3.01M 0.09% +1,913 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,288 shares; 2024Q4: 31,967 shares; 2025Q1: 29,945 shares; 2025Q2: 30,967 shares; 2025Q3: 32,991 shares; 2025Q4: 35,964 shares; 2026Q1: 33,982 shares 33,982 $3.01M 0.09% -1,982 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 719 shares; 2025Q1: 831 shares; 2025Q2: 951 shares; 2025Q3: 1,039 shares; 2025Q4: 1,057 shares; 2026Q1: 709 shares 709 $2.99M 0.09% -348 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: 14,579 shares; 2024Q4: 16,903 shares; 2025Q1: 17,751 shares; 2025Q2: 20,722 shares; 2025Q3: 22,477 shares; 2025Q4: 22,520 shares; 2026Q1: 20,283 shares 20,283 $2.98M 0.09% -2,237 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,179 shares; 2025Q1: 2,843 shares; 2025Q2: 2,525 shares; 2025Q3: 2,384 shares; 2025Q4: 6,541 shares; 2026Q1: 6,666 shares 6,666 $2.98M 0.09% +125 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,930 shares; 2024Q4: 127,484 shares; 2025Q1: 164,982 shares; 2025Q2: 194,128 shares; 2025Q3: 225,879 shares; 2025Q4: 253,126 shares; 2026Q1: 262,481 shares 262,481 $2.96M 0.09% +9,355 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: 1,363 shares; 2024Q4: 2,337 shares; 2025Q1: 4,149 shares; 2025Q2: 5,020 shares; 2025Q3: 4,657 shares; 2025Q4: 6,426 shares; 2026Q1: 6,362 shares 6,362 $2.93M 0.09% -64 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: 6,793 shares; 2024Q4: 11,851 shares; 2025Q1: 13,612 shares; 2025Q2: 13,605 shares; 2025Q3: 10,376 shares; 2025Q4: 4,783 shares; 2026Q1: 25,819 shares 25,819 $2.92M 0.09% +21,036 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,999 shares; 2024Q4: 9,830 shares; 2025Q1: 12,626 shares; 2025Q2: 15,629 shares; 2025Q3: 15,236 shares; 2025Q4: 18,066 shares; 2026Q1: 17,615 shares 17,615 $2.91M 0.09% -451 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: 4,360 shares; 2024Q4: 9,834 shares; 2025Q1: 12,855 shares; 2025Q2: 13,088 shares; 2025Q3: 8,663 shares; 2025Q4: 8,337 shares; 2026Q1: 49,663 shares 49,663 $2.89M 0.09% +41,326 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: 15,351 shares; 2024Q4: 17,537 shares; 2025Q1: 14,142 shares; 2025Q2: 14,319 shares; 2025Q3: 14,839 shares; 2025Q4: 16,785 shares; 2026Q1: 20,375 shares 20,375 $2.88M 0.09% +3,590 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: 25,315 shares; 2024Q4: 29,953 shares; 2025Q1: 29,947 shares; 2025Q2: 29,852 shares; 2025Q3: 33,626 shares; 2025Q4: 33,620 shares; 2026Q1: 29,895 shares 29,895 $2.88M 0.09% -3,725 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,658 shares; 2024Q4: 137,642 shares; 2025Q1: 138,489 shares; 2025Q2: 85,387 shares; 2025Q3: 54,084 shares; 2025Q4: 53,350 shares; 2026Q1: 50,739 shares 50,739 $2.87M 0.09% -2,611 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: 25,825 shares; 2024Q4: 28,601 shares; 2025Q1: 29,135 shares; 2025Q2: 44,844 shares; 2025Q3: 49,006 shares; 2025Q4: 64,607 shares; 2026Q1: 52,473 shares 52,473 $2.84M 0.09% -12,134 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,245 shares; 2024Q4: 30,731 shares; 2025Q1: 29,490 shares; 2025Q2: 30,197 shares; 2025Q3: 28,994 shares; 2025Q4: 29,652 shares; 2026Q1: 29,132 shares 29,132 $2.82M 0.09% -520 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: 12,377 shares; 2024Q4: 13,292 shares; 2025Q1: 14,629 shares; 2025Q2: 14,094 shares; 2025Q3: 15,086 shares; 2025Q4: 20,031 shares; 2026Q1: 21,420 shares 21,420 $2.8M 0.09% +1,389 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,894 shares; 2024Q4: 105,467 shares; 2025Q1: 113,205 shares; 2025Q2: 115,620 shares; 2025Q3: 115,620 shares; 2025Q4: 114,486 shares; 2026Q1: 114,557 shares 114,557 $2.79M 0.09% +71 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,487 shares; 2025Q1: 2,973 shares; 2025Q2: 3,482 shares; 2025Q3: 4,383 shares; 2025Q4: 7,329 shares; 2026Q1: 8,095 shares 8,095 $2.79M 0.09% +766 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,248 shares; 2025Q1: 10,881 shares; 2025Q2: 10,313 shares; 2025Q3: 11,001 shares; 2025Q4: 12,152 shares; 2026Q1: 11,455 shares 11,455 $2.78M 0.09% -697 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 15,496 shares; 2025Q1: 22,380 shares; 2025Q2: 17,096 shares; 2025Q3: 26,506 shares; 2025Q4: 31,493 shares; 2026Q1: 37,239 shares 37,239 $2.71M 0.08% +5,746 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: 16,487 shares; 2024Q4: 16,901 shares; 2025Q1: 18,283 shares; 2025Q2: 16,952 shares; 2025Q3: 18,390 shares; 2025Q4: 21,860 shares; 2026Q1: 23,148 shares 23,148 $2.66M 0.08% +1,288 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: 10,918 shares; 2024Q4: 31,922 shares; 2025Q1: 31,258 shares; 2025Q2: 30,265 shares; 2025Q3: 22,865 shares; 2025Q4: 22,170 shares; 2026Q1: 35,520 shares 35,520 $2.64M 0.08% +13,350 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: 2,821 shares; 2024Q4: 3,036 shares; 2025Q1: 2,672 shares; 2025Q2: 3,938 shares; 2025Q3: 4,084 shares; 2025Q4: 4,132 shares; 2026Q1: 4,360 shares 4,360 $2.63M 0.08% +228 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 8,128 shares; 2025Q1: 11,304 shares; 2025Q2: 8,286 shares; 2025Q3: 9,360 shares; 2025Q4: 11,564 shares; 2026Q1: 12,570 shares 12,570 $2.59M 0.08% +1,006 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: 11,999 shares; 2024Q4: 14,884 shares; 2025Q1: 17,540 shares; 2025Q2: 19,262 shares; 2025Q3: 17,646 shares; 2025Q4: 17,781 shares; 2026Q1: 13,855 shares 13,855 $2.59M 0.08% -3,926 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: 4,027 shares; 2024Q4: 4,559 shares; 2025Q1: 5,015 shares; 2025Q2: 6,258 shares; 2025Q3: 6,639 shares; 2025Q4: 6,499 shares; 2026Q1: 7,195 shares 7,195 $2.57M 0.08% +696 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,619 shares; 2025Q1: 3,992 shares; 2025Q2: 3,958 shares; 2025Q3: 4,488 shares; 2025Q4: 11,065 shares; 2026Q1: 5,214 shares 5,214 $2.56M 0.08% -5,851 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,387 shares; 2024Q4: 157,662 shares; 2025Q1: 179,678 shares; 2025Q2: 349,024 shares; 2025Q3: 370,402 shares; 2025Q4: 498,691 shares; 2026Q1: 504,501 shares 504,501 $2.54M 0.08% +5,810 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: 19,431 shares; 2024Q4: 31,581 shares; 2025Q1: 34,684 shares; 2025Q2: 38,122 shares; 2025Q3: 41,202 shares; 2025Q4: 42,820 shares; 2026Q1: 27,504 shares 27,504 $2.52M 0.08% -15,316 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: 6,348 shares; 2024Q4: 5,896 shares; 2025Q1: 7,744 shares; 2025Q2: 5,344 shares; 2025Q3: 10,157 shares; 2025Q4: 13,222 shares; 2026Q1: 16,168 shares 16,168 $2.51M 0.08% +2,946 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares; 2026Q1: 17,081 shares 17,081 $2.49M 0.08% +15,046 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: 5,343 shares; 2024Q4: 13,419 shares; 2025Q1: 16,639 shares; 2025Q2: 18,130 shares; 2025Q3: 19,333 shares; 2025Q4: 19,588 shares; 2026Q1: 15,325 shares 15,325 $2.46M 0.08% -4,263 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: 49,632 shares; 2024Q4: 40,814 shares; 2025Q1: 44,166 shares; 2025Q2: 58,476 shares; 2025Q3: 58,654 shares; 2025Q4: 58,785 shares; 2026Q1: 53,776 shares 53,776 $2.45M 0.08% -5,009 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: 1,697 shares; 2024Q4: 2,277 shares; 2025Q1: 3,184 shares; 2025Q2: 3,717 shares; 2025Q3: 3,750 shares; 2025Q4: 4,017 shares; 2026Q1: 4,342 shares 4,342 $2.45M 0.08% +325 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,513 shares; 2024Q4: 61,161 shares; 2025Q1: 71,211 shares; 2025Q2: 84,407 shares; 2025Q3: 96,793 shares; 2025Q4: 110,507 shares; 2026Q1: 112,396 shares 112,396 $2.43M 0.08% +1,889 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: 2,091 shares; 2024Q4: 2,513 shares; 2025Q1: 2,878 shares; 2025Q2: 2,912 shares; 2025Q3: 3,807 shares; 2025Q4: 6,443 shares; 2026Q1: 7,331 shares 7,331 $2.41M 0.07% +888 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: 734 shares; 2024Q4: 1,125 shares; 2025Q1: 1,348 shares; 2025Q2: 1,432 shares; 2025Q3: 1,715 shares; 2025Q4: 2,487 shares; 2026Q1: 2,690 shares 2,690 $2.41M 0.07% +203 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: 8,295 shares; 2024Q4: 9,844 shares; 2025Q1: 27,730 shares; 2025Q2: 22,885 shares; 2025Q3: 26,264 shares; 2025Q4: 19,256 shares; 2026Q1: 21,490 shares 21,490 $2.39M 0.07% +2,234 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: 51,500 shares; 2024Q4: 91,403 shares; 2025Q1: 98,495 shares; 2025Q2: 111,225 shares; 2025Q3: 125,204 shares; 2025Q4: 20,428 shares; 2026Q1: 25,033 shares 25,033 $2.38M 0.07% +4,605 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 14,529 shares; 2025Q1: 22,223 shares; 2025Q2: 21,244 shares; 2025Q3: 22,725 shares; 2025Q4: 33,934 shares; 2026Q1: 33,080 shares 33,080 $2.38M 0.07% -854 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 4,170 shares; 2025Q1: 13,371 shares; 2025Q2: 17,673 shares; 2025Q3: 21,375 shares; 2025Q4: 24,264 shares; 2026Q1: 25,422 shares 25,422 $2.37M 0.07% +1,158 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: 859 shares; 2024Q4: 1,072 shares; 2025Q1: 1,166 shares; 2025Q2: 1,221 shares; 2025Q3: 1,347 shares; 2025Q4: 2,598 shares; 2026Q1: 2,737 shares 2,737 $2.37M 0.07% +139 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,006 shares; 2026Q1: 102,918 shares 102,918 $2.36M 0.07% -4,088 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,396 shares; 2024Q4: 52,328 shares; 2025Q1: 55,220 shares; 2025Q2: 70,439 shares; 2025Q3: 90,382 shares; 2025Q4: 106,924 shares; 2026Q1: 104,655 shares 104,655 $2.34M 0.07% -2,269 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: 8,159 shares; 2024Q4: 9,485 shares; 2025Q1: 12,554 shares; 2025Q2: 12,796 shares; 2025Q3: 11,135 shares; 2025Q4: 16,128 shares; 2026Q1: 28,492 shares 28,492 $2.33M 0.07% +12,364 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: 42,433 shares; 2024Q4: 33,287 shares; 2025Q1: 44,228 shares; 2025Q2: 37,940 shares; 2025Q3: 52,072 shares; 2025Q4: 70,555 shares; 2026Q1: 82,751 shares 82,751 $2.32M 0.07% +12,196 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: 20,113 shares; 2024Q4: 24,517 shares; 2025Q1: 19,229 shares; 2025Q2: 25,950 shares; 2025Q3: 37,601 shares; 2025Q4: 47,824 shares; 2026Q1: 46,248 shares 46,248 $2.31M 0.07% -1,576 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 8,965 shares; 2025Q1: 12,923 shares; 2025Q2: 16,103 shares; 2025Q3: 20,023 shares; 2025Q4: 21,071 shares; 2026Q1: 21,192 shares 21,192 $2.29M 0.07% +121 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,776 shares; 2024Q4: 15,908 shares; 2025Q1: 13,434 shares; 2025Q2: 17,069 shares; 2025Q3: 32,538 shares; 2025Q4: 35,583 shares; 2026Q1: 42,642 shares 42,642 $2.27M 0.07% +7,059 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: 20,175 shares; 2024Q4: 20,196 shares; 2025Q1: 20,028 shares; 2025Q2: 50,402 shares; 2025Q3: 21,220 shares; 2025Q4: 23,553 shares; 2026Q1: 23,390 shares 23,390 $2.26M 0.07% -163 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,591 shares; 2024Q4: 908,390 shares; 2025Q1: 964,827 shares; 2025Q2: 861,881 shares; 2025Q3: 269,823 shares; 2025Q4: 45,238 shares; 2026Q1: 45,263 shares 45,263 $2.24M 0.07% +25 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,146 shares; 2024Q4: 72,066 shares; 2025Q1: 109,707 shares; 2025Q2: 77,521 shares; 2025Q3: 89,811 shares; 2025Q4: 105,188 shares; 2026Q1: 113,627 shares 113,627 $2.24M 0.07% +8,439 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: 22,224 shares; 2024Q4: 18,620 shares; 2025Q1: 19,215 shares; 2025Q2: 18,281 shares; 2025Q3: 19,727 shares; 2025Q4: 21,207 shares; 2026Q1: 20,316 shares 20,316 $2.24M 0.07% -891 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,883 shares; 2026Q1: 3,154 shares 3,154 $2.22M 0.07% +1,271 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 6,621 shares; 2025Q1: 7,246 shares; 2025Q2: 10,385 shares; 2025Q3: 25,311 shares; 2025Q4: 14,716 shares; 2026Q1: 11,994 shares 11,994 $2.19M 0.07% -2,722 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: 7,655 shares; 2024Q4: 11,095 shares; 2025Q1: 15,215 shares; 2025Q2: 19,006 shares; 2025Q3: 19,155 shares; 2025Q4: 20,091 shares; 2026Q1: 22,199 shares 22,199 $2.18M 0.07% +2,108 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 19,632 shares; 2026Q1: 20,415 shares 20,415 $2.18M 0.07% +783 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,763 shares; 2024Q4: 13,490 shares; 2025Q1: 25,154 shares; 2025Q2: 23,978 shares; 2025Q3: 26,484 shares; 2025Q4: 37,986 shares; 2026Q1: 38,998 shares 38,998 $2.15M 0.07% +1,012 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: 6,815 shares; 2024Q4: 7,247 shares; 2025Q1: 7,272 shares; 2025Q2: 7,111 shares; 2025Q3: 8,817 shares; 2025Q4: 9,744 shares; 2026Q1: 7,910 shares 7,910 $2.14M 0.07% -1,834 Timeline FCAL 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: not reported; 2024Q4: 35,264 shares; 2025Q1: 41,646 shares; 2025Q2: 48,652 shares; 2025Q3: 45,065 shares; 2025Q4: 41,953 shares; 2026Q1: 43,679 shares 43,679 $2.14M 0.07% +1,726 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 7,032 shares; 2025Q1: 7,530 shares; 2025Q2: 7,716 shares; 2025Q3: 9,075 shares; 2025Q4: 10,911 shares; 2026Q1: 8,954 shares 8,954 $2.12M 0.07% -1,957 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: 18,019 shares; 2024Q4: 6,640 shares; 2025Q1: 6,573 shares; 2025Q2: 6,824 shares; 2025Q3: 6,479 shares; 2025Q4: 6,500 shares; 2026Q1: 37,232 shares 37,232 $2.11M 0.06% +30,732 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: 28,633 shares; 2024Q4: 28,617 shares; 2025Q1: 28,699 shares; 2025Q2: 28,748 shares; 2025Q3: 29,148 shares; 2025Q4: 29,630 shares; 2026Q1: 29,966 shares 29,966 $2.1M 0.06% +336 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 14,861 shares; 2025Q1: 17,255 shares; 2025Q2: 16,477 shares; 2025Q3: 23,579 shares; 2025Q4: 29,808 shares; 2026Q1: 23,415 shares 23,415 $2.1M 0.06% -6,393 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,232 shares; 2025Q3: 60,736 shares; 2025Q4: 59,173 shares; 2026Q1: 56,139 shares 56,139 $2.09M 0.06% -3,034 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: 5,822 shares; 2024Q4: 60,264 shares; 2025Q1: 63,014 shares; 2025Q2: 59,266 shares; 2025Q3: 66,108 shares; 2025Q4: 66,129 shares; 2026Q1: 67,221 shares 67,221 $2.08M 0.06% +1,092 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 6,840 shares; 2025Q1: 8,552 shares; 2025Q2: 9,142 shares; 2025Q3: 10,050 shares; 2025Q4: 10,055 shares; 2026Q1: 10,240 shares 10,240 $2.08M 0.06% +185 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: 31,969 shares; 2024Q4: 45,021 shares; 2025Q1: 42,130 shares; 2025Q2: 42,009 shares; 2025Q3: 42,148 shares; 2025Q4: 42,939 shares; 2026Q1: 44,065 shares 44,065 $2.07M 0.06% +1,126 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 12,383 shares; 2025Q1: 19,613 shares; 2025Q2: 7,634 shares; 2025Q3: 14,240 shares; 2025Q4: 19,074 shares; 2026Q1: 21,797 shares 21,797 $2.03M 0.06% +2,723 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 81,923 shares; 2025Q1: 97,259 shares; 2025Q2: 100,788 shares; 2025Q3: 109,957 shares; 2025Q4: 116,478 shares; 2026Q1: 98,177 shares 98,177 $2.03M 0.06% -18,301 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,748 shares; 2024Q4: 11,624 shares; 2025Q1: 8,953 shares; 2025Q2: 8,906 shares; 2025Q3: 12,108 shares; 2025Q4: 14,704 shares; 2026Q1: 21,241 shares 21,241 $2.03M 0.06% +6,537 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: 1,862 shares; 2025Q1: 1,974 shares; 2025Q2: 2,185 shares; 2025Q3: 1,776 shares; 2025Q4: 2,221 shares; 2026Q1: 2,111 shares 2,111 $2.03M 0.06% -110 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 26,244 shares; 2025Q1: 29,200 shares; 2025Q2: 40,835 shares; 2025Q3: 42,033 shares; 2025Q4: 35,147 shares; 2026Q1: 34,640 shares 34,640 $2.03M 0.06% -507 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,031 shares; 2025Q1: 8,393 shares; 2025Q2: 9,884 shares; 2025Q3: 10,432 shares; 2025Q4: 17,604 shares; 2026Q1: 21,715 shares 21,715 $2.01M 0.06% +4,111 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 6,288 shares; 2025Q1: 7,038 shares; 2025Q2: 6,732 shares; 2025Q3: 7,127 shares; 2025Q4: 7,185 shares; 2026Q1: 7,479 shares 7,479 $1.99M 0.06% +294 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: 1,985 shares; 2024Q4: 2,233 shares; 2025Q1: 2,412 shares; 2025Q2: 2,713 shares; 2025Q3: 2,804 shares; 2025Q4: 14,450 shares; 2026Q1: 18,996 shares 18,996 $1.99M 0.06% +4,546 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,634 shares; 2025Q1: 6,359 shares; 2025Q2: 6,395 shares; 2025Q3: 7,010 shares; 2025Q4: 9,132 shares; 2026Q1: 10,029 shares 10,029 $1.98M 0.06% +897 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,699 shares; 2024Q4: 64,796 shares; 2025Q1: 57,410 shares; 2025Q2: 54,628 shares; 2025Q3: 49,660 shares; 2025Q4: 47,992 shares; 2026Q1: 43,106 shares 43,106 $1.98M 0.06% -4,886 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 19,456 shares; 2025Q3: 45,443 shares; 2025Q4: 48,984 shares; 2026Q1: 48,095 shares 48,095 $1.96M 0.06% -889 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 12,280 shares; 2025Q1: 13,773 shares; 2025Q2: 12,787 shares; 2025Q3: 15,870 shares; 2025Q4: 16,171 shares; 2026Q1: 15,380 shares 15,380 $1.94M 0.06% -791 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: 8,162 shares; 2024Q4: 9,121 shares; 2025Q1: 9,053 shares; 2025Q2: 7,349 shares; 2025Q3: 6,785 shares; 2025Q4: 7,041 shares; 2026Q1: 8,534 shares 8,534 $1.93M 0.06% +1,493 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: 64,838 shares; 2024Q4: 69,953 shares; 2025Q1: 55,552 shares; 2025Q2: 61,141 shares; 2025Q3: 55,905 shares; 2025Q4: 54,408 shares; 2026Q1: 57,508 shares 57,508 $1.93M 0.06% +3,100 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: 12,745 shares; 2024Q4: 15,202 shares; 2025Q1: 15,346 shares; 2025Q2: 16,139 shares; 2025Q3: 18,490 shares; 2025Q4: 20,651 shares; 2026Q1: 20,492 shares 20,492 $1.93M 0.06% -159 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,489 shares; 2025Q1: 6,857 shares; 2025Q2: 7,842 shares; 2025Q3: 7,519 shares; 2025Q4: 20,928 shares; 2026Q1: 22,435 shares 22,435 $1.91M 0.06% +1,507 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,522 shares; 2024Q4: 18,849 shares; 2025Q1: 20,565 shares; 2025Q2: 23,838 shares; 2025Q3: 29,249 shares; 2025Q4: 29,867 shares; 2026Q1: 29,092 shares 29,092 $1.91M 0.06% -775 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 4,757 shares; 2025Q1: 5,797 shares; 2025Q2: 5,593 shares; 2025Q3: 3,931 shares; 2025Q4: 4,928 shares; 2026Q1: 5,887 shares 5,887 $1.87M 0.06% +959 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,344 shares; 2026Q1: 86,165 shares 86,165 $1.86M 0.06% +25,821 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 5,195 shares; 2025Q4: 6,058 shares; 2026Q1: 6,883 shares 6,883 $1.86M 0.06% +825 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 2,922 shares 2,922 $1.86M 0.06% +1,017 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 3,303 shares; 2025Q3: 5,681 shares; 2025Q4: 26,941 shares; 2026Q1: 28,687 shares 28,687 $1.85M 0.06% +1,746 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: 11,566 shares; 2024Q4: 17,551 shares; 2025Q1: 20,425 shares; 2025Q2: 73,591 shares; 2025Q3: 85,102 shares; 2025Q4: 25,769 shares; 2026Q1: 28,074 shares 28,074 $1.85M 0.06% +2,305 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 5,686 shares; 2025Q2: 5,940 shares; 2025Q3: 7,357 shares; 2025Q4: 16,484 shares; 2026Q1: 16,395 shares 16,395 $1.84M 0.06% -89 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: 18,029 shares; 2024Q4: 24,305 shares; 2025Q1: 22,467 shares; 2025Q2: 22,693 shares; 2025Q3: 22,743 shares; 2025Q4: 23,023 shares; 2026Q1: 27,188 shares 27,188 $1.84M 0.06% +4,165 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,381 shares; 2025Q1: 2,509 shares; 2025Q2: 2,078 shares; 2025Q3: 2,639 shares; 2025Q4: 5,571 shares; 2026Q1: 6,285 shares 6,285 $1.83M 0.06% +714 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,914 shares; 2024Q4: 19,650 shares; 2025Q1: 19,418 shares; 2025Q2: 10,707 shares; 2025Q3: 11,112 shares; 2025Q4: 11,115 shares; 2026Q1: 21,646 shares 21,646 $1.81M 0.06% +10,531 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,077 shares; 2025Q1: 25,180 shares; 2025Q2: 15,532 shares; 2025Q3: 17,927 shares; 2025Q4: 17,609 shares; 2026Q1: 14,477 shares 14,477 $1.78M 0.05% -3,132 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,532 shares; 2025Q1: 3,251 shares; 2025Q2: 3,624 shares; 2025Q3: 3,818 shares; 2025Q4: 4,692 shares; 2026Q1: 4,081 shares 4,081 $1.76M 0.05% -611 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: 1,184 shares; 2024Q4: 1,400 shares; 2025Q1: 1,288 shares; 2025Q2: 2,834 shares; 2025Q3: 3,352 shares; 2025Q4: 3,824 shares; 2026Q1: 4,920 shares 4,920 $1.75M 0.05% +1,096 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: 10,375 shares; 2024Q4: 9,442 shares; 2025Q1: 9,446 shares; 2025Q2: 16,733 shares; 2025Q3: 7,425 shares; 2025Q4: 12,519 shares; 2026Q1: 22,720 shares 22,720 $1.75M 0.05% +10,201 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: 4,156 shares; 2025Q1: 6,018 shares; 2025Q2: 6,203 shares; 2025Q3: 4,385 shares; 2025Q4: 11,704 shares; 2026Q1: 28,319 shares 28,319 $1.73M 0.05% +16,615 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,731 shares; 2025Q1: 1,709 shares; 2025Q2: 2,234 shares; 2025Q3: 2,657 shares; 2025Q4: 3,160 shares; 2026Q1: 3,188 shares 3,188 $1.72M 0.05% +28 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,399 shares; 2024Q4: 130,726 shares; 2025Q1: 149,180 shares; 2025Q2: 150,692 shares; 2025Q3: 171,298 shares; 2025Q4: 198,660 shares; 2026Q1: 214,449 shares 214,449 $1.7M 0.05% +15,789 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 3,177 shares; 2025Q3: 3,409 shares; 2025Q4: 3,333 shares; 2026Q1: 4,383 shares 4,383 $1.7M 0.05% +1,050 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 5,028 shares; 2025Q1: 5,678 shares; 2025Q2: 5,175 shares; 2025Q3: 7,395 shares; 2025Q4: 10,519 shares; 2026Q1: 12,847 shares 12,847 $1.7M 0.05% +2,328 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,778 shares; 2025Q1: 4,732 shares; 2025Q2: 5,656 shares; 2025Q3: 4,621 shares; 2025Q4: 4,631 shares; 2026Q1: 5,209 shares 5,209 $1.7M 0.05% +578 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: 5,799 shares; 2024Q4: 8,923 shares; 2025Q1: 10,028 shares; 2025Q2: 10,451 shares; 2025Q3: 11,628 shares; 2025Q4: 11,636 shares; 2026Q1: 11,431 shares 11,431 $1.69M 0.05% -205 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 23,194 shares; 2025Q1: 71,837 shares; 2025Q2: 50,834 shares; 2025Q3: 76,333 shares; 2025Q4: 96,652 shares; 2026Q1: 105,911 shares 105,911 $1.69M 0.05% +9,259 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 6,597 shares; 2025Q1: 7,010 shares; 2025Q2: 7,626 shares; 2025Q3: 7,832 shares; 2025Q4: 8,013 shares; 2026Q1: 7,255 shares 7,255 $1.67M 0.05% -758 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,315 shares; 2025Q1: 32,511 shares; 2025Q2: 32,217 shares; 2025Q3: 31,933 shares; 2025Q4: 32,266 shares; 2026Q1: 32,292 shares 32,292 $1.67M 0.05% +26 Timeline PWZ 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: 8,054 shares; 2024Q4: 25,440 shares; 2025Q1: 43,751 shares; 2025Q2: 64,646 shares; 2025Q3: 60,411 shares; 2025Q4: 60,539 shares; 2026Q1: 69,690 shares 69,690 $1.66M 0.05% +9,151 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,629 shares; 2025Q4: 19,044 shares; 2026Q1: 49,024 shares 49,024 $1.66M 0.05% +29,980 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 12,421 shares; 2025Q3: 11,997 shares; 2025Q4: 12,243 shares; 2026Q1: 21,160 shares 21,160 $1.66M 0.05% +8,917 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 5,352 shares; 2025Q1: 4,726 shares; 2025Q2: 4,947 shares; 2025Q3: 5,786 shares; 2025Q4: 7,285 shares; 2026Q1: 7,972 shares 7,972 $1.66M 0.05% +687 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,279 shares 51,279 $1.65M 0.05% new 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: 4,836 shares; 2024Q4: 5,267 shares; 2025Q1: 5,795 shares; 2025Q2: 4,854 shares; 2025Q3: 5,250 shares; 2025Q4: 5,227 shares; 2026Q1: 5,128 shares 5,128 $1.64M 0.05% -99 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,618 shares; 2025Q1: 4,787 shares; 2025Q2: 4,852 shares; 2025Q3: 5,533 shares; 2025Q4: 5,487 shares; 2026Q1: 6,173 shares 6,173 $1.61M 0.05% +686 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 36,260 shares; 2025Q1: 39,965 shares; 2025Q2: 29,060 shares; 2025Q3: 38,679 shares; 2025Q4: 41,632 shares; 2026Q1: 41,095 shares 41,095 $1.61M 0.05% -537 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,999 shares; 2024Q4: 37,603 shares; 2025Q1: 38,123 shares; 2025Q2: 43,273 shares; 2025Q3: 41,226 shares; 2025Q4: 78,899 shares; 2026Q1: 73,931 shares 73,931 $1.6M 0.05% -4,968 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,526 shares; 2024Q4: not reported; 2025Q1: 97,881 shares; 2025Q2: 104,371 shares; 2025Q3: 108,786 shares; 2025Q4: not reported; 2026Q1: 75,657 shares 75,657 $1.6M 0.05% new Timeline IWO ISHARES 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: 805 shares; 2025Q1: 4,488 shares; 2025Q2: 2,607 shares; 2025Q3: 2,603 shares; 2025Q4: 4,243 shares; 2026Q1: 5,079 shares 5,079 $1.59M 0.05% +836 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,456 shares; 2025Q3: 10,456 shares; 2025Q4: 23,450 shares; 2026Q1: 44,841 shares 44,841 $1.59M 0.05% +21,391 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,356 shares; 2025Q3: 2,721 shares; 2025Q4: 7,042 shares; 2026Q1: 7,587 shares 7,587 $1.59M 0.05% +545 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 4,340 shares; 2025Q1: 4,493 shares; 2025Q2: 4,560 shares; 2025Q3: 1,780 shares; 2025Q4: 1,657 shares; 2026Q1: 1,616 shares 1,616 $1.58M 0.05% -41 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,503 shares; 2025Q1: 11,140 shares; 2025Q2: 11,252 shares; 2025Q3: 10,107 shares; 2025Q4: 9,693 shares; 2026Q1: 9,461 shares 9,461 $1.57M 0.05% -232 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,937 shares; 2025Q1: 5,963 shares; 2025Q2: 11,138 shares; 2025Q3: 12,108 shares; 2025Q4: 14,041 shares; 2026Q1: 13,878 shares 13,878 $1.55M 0.05% -163 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 10,958 shares; 2025Q1: 14,994 shares; 2025Q2: 16,004 shares; 2025Q3: 16,645 shares; 2025Q4: 17,386 shares; 2026Q1: 15,905 shares 15,905 $1.55M 0.05% -1,481 Timeline ACWX ISHARES 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: 22,574 shares 22,574 $1.55M 0.05% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,722 shares; 2025Q1: 5,784 shares; 2025Q2: 25,520 shares; 2025Q3: 25,461 shares; 2025Q4: 24,845 shares; 2026Q1: 22,975 shares 22,975 $1.54M 0.05% -1,870 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 3,457 shares; 2026Q1: 12,010 shares 12,010 $1.54M 0.05% +8,553 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 32,513 shares; 2026Q1: 26,976 shares 26,976 $1.54M 0.05% -5,537 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,468 shares; 2024Q4: 28,038 shares; 2025Q1: 38,087 shares; 2025Q2: 45,181 shares; 2025Q3: 52,562 shares; 2025Q4: 58,377 shares; 2026Q1: 58,784 shares 58,784 $1.53M 0.05% +407 Timeline SPBO 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: 22,004 shares; 2025Q2: 26,338 shares; 2025Q3: 21,744 shares; 2025Q4: 25,722 shares; 2026Q1: 52,623 shares 52,623 $1.53M 0.05% +26,901 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 3,725 shares; 2025Q1: 4,103 shares; 2025Q2: 4,884 shares; 2025Q3: 4,871 shares; 2025Q4: 5,431 shares; 2026Q1: 5,171 shares 5,171 $1.53M 0.05% -260 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: 14,395 shares; 2024Q4: 14,852 shares; 2025Q1: 15,296 shares; 2025Q2: 19,321 shares; 2025Q3: 14,266 shares; 2025Q4: 14,407 shares; 2026Q1: 14,327 shares 14,327 $1.52M 0.05% -80 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,489 shares; 2024Q4: 12,238 shares; 2025Q1: 13,009 shares; 2025Q2: 12,427 shares; 2025Q3: 13,305 shares; 2025Q4: 13,652 shares; 2026Q1: 13,743 shares 13,743 $1.51M 0.05% +91 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: 7,681 shares; 2024Q4: 5,316 shares; 2025Q1: 11,626 shares; 2025Q2: 14,866 shares; 2025Q3: 8,875 shares; 2025Q4: 3,839 shares; 2026Q1: 13,424 shares 13,424 $1.5M 0.05% +9,585 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: 12,301 shares; 2024Q4: 17,511 shares; 2025Q1: 23,158 shares; 2025Q2: 27,641 shares; 2025Q3: 18,741 shares; 2025Q4: 18,270 shares; 2026Q1: 20,529 shares 20,529 $1.49M 0.05% +2,259 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,310 shares; 2025Q2: 9,053 shares; 2025Q3: 9,136 shares; 2025Q4: 8,159 shares; 2026Q1: 8,369 shares 8,369 $1.49M 0.05% +210 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: 4,647 shares; 2024Q4: 7,265 shares; 2025Q1: 18,575 shares; 2025Q2: 34,891 shares; 2025Q3: 31,661 shares; 2025Q4: 31,018 shares; 2026Q1: 29,358 shares 29,358 $1.49M 0.05% -1,660 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: 12,129 shares; 2025Q1: 19,075 shares; 2025Q2: 16,540 shares; 2025Q3: 13,129 shares; 2025Q4: 13,266 shares; 2026Q1: 16,030 shares 16,030 $1.49M 0.05% +2,764 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 4,144 shares; 2025Q1: 6,200 shares; 2025Q2: 5,429 shares; 2025Q3: 5,596 shares; 2025Q4: 7,303 shares; 2026Q1: 7,639 shares 7,639 $1.48M 0.05% +336 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,509 shares; 2025Q1: 9,312 shares; 2025Q2: 9,574 shares; 2025Q3: 9,866 shares; 2025Q4: 9,971 shares; 2026Q1: 8,566 shares 8,566 $1.47M 0.05% -1,405 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,054 shares; 2024Q4: 79,946 shares; 2025Q1: 84,662 shares; 2025Q2: 97,426 shares; 2025Q3: 111,185 shares; 2025Q4: 110,766 shares; 2026Q1: 58,792 shares 58,792 $1.46M 0.05% -51,974 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,358 shares; 2025Q1: 3,371 shares; 2025Q2: 3,724 shares; 2025Q3: 4,187 shares; 2025Q4: 4,983 shares; 2026Q1: 5,833 shares 5,833 $1.46M 0.05% +850 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 1,635 shares; 2025Q1: 2,172 shares; 2025Q2: 2,780 shares; 2025Q3: 3,459 shares; 2025Q4: 4,391 shares; 2026Q1: 4,250 shares 4,250 $1.46M 0.04% -141 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 5,716 shares; 2025Q1: 7,248 shares; 2025Q2: 7,550 shares; 2025Q3: 8,587 shares; 2025Q4: 9,223 shares; 2026Q1: 10,334 shares 10,334 $1.46M 0.04% +1,111 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 6,892 shares; 2025Q1: 7,078 shares; 2025Q2: 6,885 shares; 2025Q3: 6,494 shares; 2025Q4: 9,554 shares; 2026Q1: 7,644 shares 7,644 $1.45M 0.04% -1,910 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 66,726 shares; 2025Q1: 13,653 shares; 2025Q2: 13,170 shares; 2025Q3: 15,509 shares; 2025Q4: 17,946 shares; 2026Q1: 19,284 shares 19,284 $1.44M 0.04% +1,338 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,749 shares; 2025Q1: 2,331 shares; 2025Q2: 3,031 shares; 2025Q3: 3,430 shares; 2025Q4: 3,197 shares; 2026Q1: 3,609 shares 3,609 $1.44M 0.04% +412 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 22,181 shares; 2025Q1: 26,603 shares; 2025Q2: 20,557 shares; 2025Q3: 22,382 shares; 2025Q4: 22,345 shares; 2026Q1: 23,483 shares 23,483 $1.43M 0.04% +1,138 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: 736 shares; 2024Q4: not reported; 2025Q1: 1,031 shares; 2025Q2: 1,506 shares; 2025Q3: 1,732 shares; 2025Q4: 2,353 shares; 2026Q1: 2,607 shares 2,607 $1.43M 0.04% +254 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: 4,798 shares; 2024Q4: 6,295 shares; 2025Q1: 7,524 shares; 2025Q2: 8,194 shares; 2025Q3: 9,298 shares; 2025Q4: 9,626 shares; 2026Q1: 10,419 shares 10,419 $1.42M 0.04% +793 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: 8,664 shares; 2024Q4: 7,325 shares; 2025Q1: 8,434 shares; 2025Q2: 8,895 shares; 2025Q3: 10,539 shares; 2025Q4: 11,068 shares; 2026Q1: 10,786 shares 10,786 $1.41M 0.04% -282 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 21,153 shares; 2025Q1: 27,510 shares; 2025Q2: 28,464 shares; 2025Q3: 31,212 shares; 2025Q4: 32,561 shares; 2026Q1: 31,118 shares 31,118 $1.41M 0.04% -1,443 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: 30,140 shares; 2024Q4: 27,558 shares; 2025Q1: 19,007 shares; 2025Q2: 17,174 shares; 2025Q3: 17,969 shares; 2025Q4: 20,840 shares; 2026Q1: 23,721 shares 23,721 $1.41M 0.04% +2,881 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 615 shares; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,676 shares; 2026Q1: 1,811 shares 1,811 $1.4M 0.04% +135 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: 5,325 shares; 2024Q4: 31,518 shares; 2025Q1: 34,244 shares; 2025Q2: 41,843 shares; 2025Q3: 39,521 shares; 2025Q4: 50,919 shares; 2026Q1: 54,259 shares 54,259 $1.39M 0.04% +3,340 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 9,298 shares; 2025Q3: 9,931 shares; 2025Q4: 9,954 shares; 2026Q1: 10,618 shares 10,618 $1.39M 0.04% +664 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 7,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,814 shares; 2026Q1: 10,889 shares 10,889 $1.39M 0.04% +75 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 7,307 shares; 2025Q1: 7,426 shares; 2025Q2: 8,929 shares; 2025Q3: 9,486 shares; 2025Q4: 10,050 shares; 2026Q1: 10,523 shares 10,523 $1.38M 0.04% +473 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 12,486 shares; 2025Q1: 12,508 shares; 2025Q2: 13,117 shares; 2025Q3: 11,655 shares; 2025Q4: 11,481 shares; 2026Q1: 8,039 shares 8,039 $1.38M 0.04% -3,442 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,942 shares; 2026Q1: 27,591 shares 27,591 $1.37M 0.04% +23,649 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 9,415 shares; 2025Q1: 8,748 shares; 2025Q2: 10,808 shares; 2025Q3: 12,349 shares; 2025Q4: 13,814 shares; 2026Q1: 14,387 shares 14,387 $1.36M 0.04% +573 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 725 shares; 2025Q4: 834 shares; 2026Q1: 980 shares 980 $1.35M 0.04% +146 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: 867 shares; 2024Q4: 973 shares; 2025Q1: 1,095 shares; 2025Q2: 1,306 shares; 2025Q3: 1,759 shares; 2025Q4: 1,770 shares; 2026Q1: 1,979 shares 1,979 $1.35M 0.04% +209 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 6,970 shares; 2025Q1: 7,732 shares; 2025Q2: 8,094 shares; 2025Q3: 9,284 shares; 2025Q4: 9,727 shares; 2026Q1: 10,261 shares 10,261 $1.34M 0.04% +534 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,142 shares; 2024Q4: 15,856 shares; 2025Q1: 17,788 shares; 2025Q2: 20,653 shares; 2025Q3: 24,429 shares; 2025Q4: 26,778 shares; 2026Q1: 27,532 shares 27,532 $1.34M 0.04% +754 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 16,097 shares; 2025Q1: 23,704 shares; 2025Q2: 14,031 shares; 2025Q3: 22,611 shares; 2025Q4: 24,445 shares; 2026Q1: 28,489 shares 28,489 $1.34M 0.04% +4,044 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,039 shares; 2024Q4: 28,019 shares; 2025Q1: 23,564 shares; 2025Q2: 20,817 shares; 2025Q3: 24,603 shares; 2025Q4: 28,962 shares; 2026Q1: 25,674 shares 25,674 $1.34M 0.04% -3,288 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 6,681 shares; 2025Q1: 10,366 shares; 2025Q2: 10,797 shares; 2025Q3: 13,592 shares; 2025Q4: 12,578 shares; 2026Q1: 11,783 shares 11,783 $1.32M 0.04% -795 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,370 shares; 2025Q2: 27,871 shares; 2025Q3: 23,660 shares; 2025Q4: 21,460 shares; 2026Q1: 37,210 shares 37,210 $1.32M 0.04% +15,750 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 87,473 shares 87,473 $1.31M 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 5,089 shares; 2025Q1: 5,422 shares; 2025Q2: 5,613 shares; 2025Q3: 5,707 shares; 2025Q4: 5,368 shares; 2026Q1: 6,613 shares 6,613 $1.31M 0.04% +1,245 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 6,709 shares; 2025Q1: 7,727 shares; 2025Q2: 6,435 shares; 2025Q3: 8,020 shares; 2025Q4: 8,555 shares; 2026Q1: 9,660 shares 9,660 $1.31M 0.04% +1,105 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 9,369 shares; 2025Q1: 14,342 shares; 2025Q2: 14,163 shares; 2025Q3: 14,124 shares; 2025Q4: 14,141 shares; 2026Q1: 14,264 shares 14,264 $1.3M 0.04% +123 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: 15,549 shares; 2024Q4: 13,940 shares; 2025Q1: 10,556 shares; 2025Q2: 8,350 shares; 2025Q3: 12,047 shares; 2025Q4: 11,944 shares; 2026Q1: 6,782 shares 6,782 $1.3M 0.04% -5,162 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: 2,302 shares; 2024Q4: 2,841 shares; 2025Q1: 2,725 shares; 2025Q2: 3,916 shares; 2025Q3: 3,045 shares; 2025Q4: 5,388 shares; 2026Q1: 6,551 shares 6,551 $1.3M 0.04% +1,163 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,524 shares; 2024Q4: 10,641 shares; 2025Q1: 8,862 shares; 2025Q2: 11,310 shares; 2025Q3: 12,030 shares; 2025Q4: 12,538 shares; 2026Q1: 12,960 shares 12,960 $1.29M 0.04% +422 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 11,065 shares; 2025Q1: 11,704 shares; 2025Q2: 10,468 shares; 2025Q3: 13,476 shares; 2025Q4: 17,740 shares; 2026Q1: 18,565 shares 18,565 $1.29M 0.04% +825 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,729 shares; 2024Q4: 27,608 shares; 2025Q1: 26,589 shares; 2025Q2: 26,632 shares; 2025Q3: 26,661 shares; 2025Q4: 8,521 shares; 2026Q1: 8,840 shares 8,840 $1.28M 0.04% +319 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 2,016 shares; 2025Q1: 1,988 shares; 2025Q2: 2,354 shares; 2025Q3: 2,601 shares; 2025Q4: 3,213 shares; 2026Q1: 3,923 shares 3,923 $1.28M 0.04% +710 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: 4,043 shares; 2024Q4: 3,838 shares; 2025Q1: 4,774 shares; 2025Q2: 4,046 shares; 2025Q3: 3,402 shares; 2025Q4: 5,181 shares; 2026Q1: 5,255 shares 5,255 $1.28M 0.04% +74 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 14,452 shares; 2025Q1: 13,556 shares; 2025Q2: 13,602 shares; 2025Q3: 16,304 shares; 2025Q4: 16,266 shares; 2026Q1: 14,375 shares 14,375 $1.27M 0.04% -1,891 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,590 shares; 2025Q1: 4,889 shares; 2025Q2: 3,715 shares; 2025Q3: 3,885 shares; 2025Q4: 4,288 shares; 2026Q1: 5,309 shares 5,309 $1.26M 0.04% +1,021 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,318 shares; 2025Q1: 7,150 shares; 2025Q2: 11,152 shares; 2025Q3: 12,602 shares; 2025Q4: 14,514 shares; 2026Q1: 14,947 shares 14,947 $1.26M 0.04% +433 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,323 shares; 2025Q1: 61,599 shares; 2025Q2: 61,357 shares; 2025Q3: 42,691 shares; 2025Q4: 34,559 shares; 2026Q1: 34,559 shares 34,559 $1.26M 0.04% 0 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: 50,724 shares; 2024Q4: 60,388 shares; 2025Q1: 64,329 shares; 2025Q2: 70,990 shares; 2025Q3: 12,256 shares; 2025Q4: 11,524 shares; 2026Q1: 10,584 shares 10,584 $1.25M 0.04% -940 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,020 shares; 2025Q4: 14,283 shares; 2026Q1: 37,223 shares 37,223 $1.25M 0.04% +22,940 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: 8,342 shares; 2024Q4: 8,804 shares; 2025Q1: 11,853 shares; 2025Q2: 14,186 shares; 2025Q3: 13,469 shares; 2025Q4: 12,886 shares; 2026Q1: 13,643 shares 13,643 $1.25M 0.04% +757 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: 4,696 shares; 2024Q4: 4,839 shares; 2025Q1: 7,146 shares; 2025Q2: 7,543 shares; 2025Q3: 9,274 shares; 2025Q4: 12,448 shares; 2026Q1: 9,716 shares 9,716 $1.25M 0.04% -2,732 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,775 shares; 2025Q1: 1,938 shares; 2025Q2: 2,007 shares; 2025Q3: 2,230 shares; 2025Q4: 2,120 shares; 2026Q1: 2,575 shares 2,575 $1.25M 0.04% +455 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,540 shares; 2025Q1: 5,584 shares; 2025Q2: 5,780 shares; 2025Q3: 11,559 shares; 2025Q4: 13,096 shares; 2026Q1: 13,235 shares 13,235 $1.25M 0.04% +139 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,615 shares; 2025Q1: 1,822 shares; 2025Q2: 2,445 shares; 2025Q3: 2,662 shares; 2025Q4: 3,004 shares; 2026Q1: 2,923 shares 2,923 $1.24M 0.04% -81 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,545 shares; 2026Q1: 15,304 shares 15,304 $1.24M 0.04% +759 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,691 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 8,306 shares; 2025Q4: 8,827 shares; 2026Q1: 8,883 shares 8,883 $1.23M 0.04% +56 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: 10,508 shares; 2025Q1: 13,119 shares; 2025Q2: 11,043 shares; 2025Q3: 14,702 shares; 2025Q4: 16,396 shares; 2026Q1: 14,175 shares 14,175 $1.23M 0.04% -2,221 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: 16,297 shares; 2026Q1: 13,494 shares 13,494 $1.23M 0.04% -2,803 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: not reported; 2025Q4: not reported; 2026Q1: 36,960 shares 36,960 $1.22M 0.04% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,774 shares; 2025Q1: 5,839 shares; 2025Q2: 6,619 shares; 2025Q3: 6,977 shares; 2025Q4: 7,335 shares; 2026Q1: 9,619 shares 9,619 $1.21M 0.04% +2,284 Timeline FLCO 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: 42,260 shares; 2025Q4: 46,092 shares; 2026Q1: 56,306 shares 56,306 $1.21M 0.04% +10,214 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,487 shares; 2024Q4: 44,011 shares; 2025Q1: 28,632 shares; 2025Q2: 38,648 shares; 2025Q3: 51,735 shares; 2025Q4: 52,421 shares; 2026Q1: 28,462 shares 28,462 $1.2M 0.04% -23,959 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 2,331 shares; 2025Q1: 2,407 shares; 2025Q2: 3,644 shares; 2025Q3: 3,220 shares; 2025Q4: 4,000 shares; 2026Q1: 3,081 shares 3,081 $1.2M 0.04% -919 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,785 shares; 2025Q1: 3,196 shares; 2025Q2: 3,396 shares; 2025Q3: 4,024 shares; 2025Q4: 4,297 shares; 2026Q1: 4,101 shares 4,101 $1.2M 0.04% -196 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,782 shares; 2024Q4: 45,332 shares; 2025Q1: 50,315 shares; 2025Q2: 41,305 shares; 2025Q3: 50,067 shares; 2025Q4: 48,415 shares; 2026Q1: 57,599 shares 57,599 $1.2M 0.04% +9,184 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 15,777 shares; 2026Q1: 17,943 shares 17,943 $1.19M 0.04% +2,166 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 2,851 shares; 2025Q1: 2,390 shares; 2025Q2: 4,463 shares; 2025Q3: 3,401 shares; 2025Q4: 4,542 shares; 2026Q1: 4,267 shares 4,267 $1.19M 0.04% -275 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,422 shares; 2024Q4: 8,099 shares; 2025Q1: 14,784 shares; 2025Q2: 15,168 shares; 2025Q3: 14,322 shares; 2025Q4: 15,816 shares; 2026Q1: 17,136 shares 17,136 $1.19M 0.04% +1,320 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,966 shares; 2025Q1: 3,617 shares; 2025Q2: 4,185 shares; 2025Q3: 4,781 shares; 2025Q4: 4,583 shares; 2026Q1: 5,752 shares 5,752 $1.19M 0.04% +1,169 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,575 shares; 2025Q1: 1,686 shares; 2025Q2: 1,304 shares; 2025Q3: 2,735 shares; 2025Q4: 2,902 shares; 2026Q1: 2,895 shares 2,895 $1.18M 0.04% -7 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,236 shares; 2025Q3: 1,615 shares; 2025Q4: 1,995 shares; 2026Q1: 2,480 shares 2,480 $1.17M 0.04% +485 Timeline BNDI 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: 15,843 shares; 2024Q4: 17,232 shares; 2025Q1: 11,685 shares; 2025Q2: 13,340 shares; 2025Q3: 11,899 shares; 2025Q4: 25,700 shares; 2026Q1: 24,840 shares 24,840 $1.17M 0.04% -860 Timeline DGT 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: 4,867 shares; 2025Q2: 6,507 shares; 2025Q3: 6,071 shares; 2025Q4: 6,415 shares; 2026Q1: 6,910 shares 6,910 $1.17M 0.04% +495 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: not reported; 2026Q1: 32,270 shares 32,270 $1.17M 0.04% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 13,622 shares; 2025Q1: 10,824 shares; 2025Q2: 14,416 shares; 2025Q3: 15,406 shares; 2025Q4: 16,200 shares; 2026Q1: 17,626 shares 17,626 $1.17M 0.04% +1,426 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,035 shares; 2025Q1: 15,028 shares; 2025Q2: 14,521 shares; 2025Q3: 13,234 shares; 2025Q4: 12,426 shares; 2026Q1: 11,970 shares 11,970 $1.16M 0.04% -456 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 13,518 shares; 2025Q1: 13,806 shares; 2025Q2: 15,279 shares; 2025Q3: 16,606 shares; 2025Q4: 17,689 shares; 2026Q1: 18,434 shares 18,434 $1.15M 0.04% +745 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,431 shares; 2024Q4: 14,443 shares; 2025Q1: 15,414 shares; 2025Q2: 24,473 shares; 2025Q3: 27,265 shares; 2025Q4: 28,427 shares; 2026Q1: 27,866 shares 27,866 $1.14M 0.04% -561 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 17,120 shares; 2025Q1: 15,145 shares; 2025Q2: 15,310 shares; 2025Q3: 19,624 shares; 2025Q4: 25,463 shares; 2026Q1: 24,880 shares 24,880 $1.14M 0.04% -583 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,517 shares; 2024Q4: 31,675 shares; 2025Q1: 38,026 shares; 2025Q2: 30,757 shares; 2025Q3: 26,753 shares; 2025Q4: 26,725 shares; 2026Q1: 39,767 shares 39,767 $1.14M 0.04% +13,042 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,923 shares; 2024Q4: 18,555 shares; 2025Q1: 15,992 shares; 2025Q2: 15,297 shares; 2025Q3: 14,451 shares; 2025Q4: 13,289 shares; 2026Q1: 12,289 shares 12,289 $1.14M 0.04% -1,000 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,684 shares; 2025Q1: 4,310 shares; 2025Q2: 4,251 shares; 2025Q3: 5,577 shares; 2025Q4: 7,283 shares; 2026Q1: 7,873 shares 7,873 $1.14M 0.04% +590 Timeline XME 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: 11,635 shares; 2025Q4: 10,572 shares; 2026Q1: 10,475 shares 10,475 $1.13M 0.03% -97 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,559 shares; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 4,068 shares; 2025Q4: 9,018 shares; 2026Q1: 10,967 shares 10,967 $1.12M 0.03% +1,949 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,325 shares; 2025Q4: 95,112 shares; 2026Q1: 108,406 shares 108,406 $1.12M 0.03% +13,294 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,630 shares; 2024Q4: 40,614 shares; 2025Q1: 41,323 shares; 2025Q2: 31,888 shares; 2025Q3: 37,327 shares; 2025Q4: 42,975 shares; 2026Q1: 51,484 shares 51,484 $1.12M 0.03% +8,509 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,914 shares; 2025Q1: 11,900 shares; 2025Q2: 12,415 shares; 2025Q3: 13,664 shares; 2025Q4: 14,937 shares; 2026Q1: 16,223 shares 16,223 $1.12M 0.03% +1,286 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: 12,853 shares 12,853 $1.11M 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,319 shares; 2025Q1: 4,999 shares; 2025Q2: 5,643 shares; 2025Q3: 5,430 shares; 2025Q4: 5,702 shares; 2026Q1: 7,044 shares 7,044 $1.11M 0.03% +1,342 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,057 shares 11,057 $1.11M 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,206 shares; 2025Q1: 2,835 shares; 2025Q2: 2,711 shares; 2025Q3: 2,785 shares; 2025Q4: 7,362 shares; 2026Q1: 7,297 shares 7,297 $1.1M 0.03% -65 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,175 shares; 2024Q4: 28,233 shares; 2025Q1: 43,670 shares; 2025Q2: 42,335 shares; 2025Q3: 42,158 shares; 2025Q4: 45,673 shares; 2026Q1: 59,618 shares 59,618 $1.1M 0.03% +13,945 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 21,881 shares; 2025Q1: 22,240 shares; 2025Q2: 31,972 shares; 2025Q3: 32,527 shares; 2025Q4: 51,835 shares; 2026Q1: 52,446 shares 52,446 $1.1M 0.03% +611 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,122 shares; 2025Q1: 5,481 shares; 2025Q2: 5,504 shares; 2025Q3: 6,187 shares; 2025Q4: 6,395 shares; 2026Q1: 6,047 shares 6,047 $1.1M 0.03% -348 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,667 shares; 2025Q2: 9,287 shares; 2025Q3: 9,118 shares; 2025Q4: 9,106 shares; 2026Q1: 10,246 shares 10,246 $1.1M 0.03% +1,140 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 9,321 shares; 2025Q1: 9,410 shares; 2025Q2: 11,932 shares; 2025Q3: 12,744 shares; 2025Q4: 14,752 shares; 2026Q1: 15,159 shares 15,159 $1.1M 0.03% +407 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 13,999 shares; 2025Q1: 13,492 shares; 2025Q2: 16,774 shares; 2025Q3: 18,638 shares; 2025Q4: 30,461 shares; 2026Q1: 27,036 shares 27,036 $1.09M 0.03% -3,425 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,778 shares; 2025Q1: 8,051 shares; 2025Q2: 5,387 shares; 2025Q3: 8,336 shares; 2025Q4: 9,119 shares; 2026Q1: 10,701 shares 10,701 $1.09M 0.03% +1,582 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,811 shares; 2025Q1: 4,642 shares; 2025Q2: 5,127 shares; 2025Q3: 5,215 shares; 2025Q4: 4,802 shares; 2026Q1: 5,371 shares 5,371 $1.09M 0.03% +569 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: 48,030 shares; 2024Q4: 45,585 shares; 2025Q1: 44,969 shares; 2025Q2: 43,266 shares; 2025Q3: 42,192 shares; 2025Q4: 44,804 shares; 2026Q1: 42,615 shares 42,615 $1.09M 0.03% -2,189 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,366 shares; 2025Q1: 3,131 shares; 2025Q2: 2,984 shares; 2025Q3: 5,052 shares; 2025Q4: 7,455 shares; 2026Q1: 8,591 shares 8,591 $1.09M 0.03% +1,136 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,922 shares 29,922 $1.08M 0.03% new Timeline URTH 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: 4,992 shares; 2024Q4: 5,768 shares; 2025Q1: 6,518 shares; 2025Q2: 6,842 shares; 2025Q3: 7,087 shares; 2025Q4: 5,464 shares; 2026Q1: 5,961 shares 5,961 $1.07M 0.03% +497 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 23,558 shares; 2025Q1: 24,418 shares; 2025Q2: 25,788 shares; 2025Q3: 27,670 shares; 2025Q4: 30,675 shares; 2026Q1: 31,052 shares 31,052 $1.07M 0.03% +377 Timeline FIVA 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: 30,649 shares; 2026Q1: 30,679 shares 30,679 $1.07M 0.03% +30 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,222 shares; 2025Q1: 24,360 shares; 2025Q2: 32,714 shares; 2025Q3: 28,117 shares; 2025Q4: 43,426 shares; 2026Q1: 21,495 shares 21,495 $1.06M 0.03% -21,931 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: 5,496 shares; 2024Q4: 5,733 shares; 2025Q1: 6,354 shares; 2025Q2: 7,108 shares; 2025Q3: 7,145 shares; 2025Q4: 7,861 shares; 2026Q1: 8,393 shares 8,393 $1.06M 0.03% +532 Timeline FEZ 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: 13,646 shares; 2025Q4: 15,799 shares; 2026Q1: 16,985 shares 16,985 $1.05M 0.03% +1,186 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: 14,417 shares; 2024Q4: 15,141 shares; 2025Q1: 18,504 shares; 2025Q2: 22,368 shares; 2025Q3: 26,910 shares; 2025Q4: 27,418 shares; 2026Q1: 35,729 shares 35,729 $1.05M 0.03% +8,311 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: 6,710 shares; 2024Q4: 6,045 shares; 2025Q1: 5,895 shares; 2025Q2: 6,617 shares; 2025Q3: 7,123 shares; 2025Q4: 7,041 shares; 2026Q1: 4,313 shares 4,313 $1.05M 0.03% -2,728 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: 1,709 shares; 2024Q4: 2,103 shares; 2025Q1: 2,208 shares; 2025Q2: 2,944 shares; 2025Q3: 3,205 shares; 2025Q4: 4,891 shares; 2026Q1: 5,823 shares 5,823 $1.05M 0.03% +932 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 19,810 shares; 2025Q1: 42,368 shares; 2025Q2: 46,688 shares; 2025Q3: 48,910 shares; 2025Q4: 51,974 shares; 2026Q1: 35,015 shares 35,015 $1.04M 0.03% -16,959 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: 4,870 shares; 2024Q4: 6,173 shares; 2025Q1: 15,509 shares; 2025Q2: 4,793 shares; 2025Q3: 5,691 shares; 2025Q4: 5,111 shares; 2026Q1: 4,952 shares 4,952 $1.04M 0.03% -159 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: 4,837 shares; 2024Q4: 4,879 shares; 2025Q1: 17,347 shares; 2025Q2: 14,625 shares; 2025Q3: 14,418 shares; 2025Q4: 14,556 shares; 2026Q1: 13,802 shares 13,802 $1.04M 0.03% -754 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: 5,642 shares; 2024Q4: 7,143 shares; 2025Q1: 6,842 shares; 2025Q2: 19,780 shares; 2025Q3: 20,111 shares; 2025Q4: 20,333 shares; 2026Q1: 20,956 shares 20,956 $1.03M 0.03% +623 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 8,500 shares; 2025Q1: 11,977 shares; 2025Q2: 28,462 shares; 2025Q3: 29,257 shares; 2025Q4: 29,016 shares; 2026Q1: 22,244 shares 22,244 $1.03M 0.03% -6,772 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,837 shares; 2024Q4: 15,031 shares; 2025Q1: 11,241 shares; 2025Q2: 14,195 shares; 2025Q3: 15,389 shares; 2025Q4: 16,281 shares; 2026Q1: 16,820 shares 16,820 $1.03M 0.03% +539 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 4,028 shares; 2026Q1: 14,548 shares 14,548 $1.03M 0.03% +10,520 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly 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: 24,413 shares; 2026Q1: 82,183 shares 82,183 $1.03M 0.03% +57,770 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,055 shares; 2025Q1: 16,012 shares; 2025Q2: 15,770 shares; 2025Q3: 15,477 shares; 2025Q4: 11,086 shares; 2026Q1: 24,752 shares 24,752 $1.02M 0.03% +13,666 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,962 shares; 2026Q1: 2,610 shares 2,610 $1.02M 0.03% +648 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 938 shares; 2025Q1: 1,218 shares; 2025Q2: 1,249 shares; 2025Q3: 1,309 shares; 2025Q4: 1,621 shares; 2026Q1: 2,330 shares 2,330 $1.02M 0.03% +709 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: 6,025 shares; 2024Q4: 6,651 shares; 2025Q1: 7,248 shares; 2025Q2: 7,762 shares; 2025Q3: 7,823 shares; 2025Q4: 7,685 shares; 2026Q1: 8,576 shares 8,576 $1.01M 0.03% +891 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 8,264 shares; 2025Q1: 8,019 shares; 2025Q2: 8,094 shares; 2025Q3: 9,370 shares; 2025Q4: 17,780 shares; 2026Q1: 22,245 shares 22,245 $1.01M 0.03% +4,465 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 4,766 shares; 2025Q1: 7,431 shares; 2025Q2: 7,408 shares; 2025Q3: 7,388 shares; 2025Q4: 7,619 shares; 2026Q1: 7,619 shares 7,619 $1.01M 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,574 shares; 2025Q1: 5,963 shares; 2025Q2: 5,039 shares; 2025Q3: 6,264 shares; 2025Q4: 6,889 shares; 2026Q1: 8,675 shares 8,675 $1M 0.03% +1,786 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: 814 shares; 2024Q4: 1,551 shares; 2025Q1: 1,725 shares; 2025Q2: 1,708 shares; 2025Q3: 1,721 shares; 2025Q4: 1,553 shares; 2026Q1: 1,620 shares 1,620 $999K 0.03% +67 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,102 shares; 2025Q1: 6,667 shares; 2025Q2: 5,516 shares; 2025Q3: 4,605 shares; 2025Q4: 5,095 shares; 2026Q1: 5,350 shares 5,350 $998K 0.03% +255 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,464 shares; 2024Q4: 79,970 shares; 2025Q1: 83,210 shares; 2025Q2: 74,073 shares; 2025Q3: 76,800 shares; 2025Q4: 84,073 shares; 2026Q1: 58,022 shares 58,022 $995K 0.03% -26,051 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: 7,463 shares; 2024Q4: 7,865 shares; 2025Q1: 13,635 shares; 2025Q2: 12,599 shares; 2025Q3: 11,077 shares; 2025Q4: 13,409 shares; 2026Q1: 6,785 shares 6,785 $995K 0.03% -6,624 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,667 shares; 2025Q1: 1,647 shares; 2025Q2: 1,691 shares; 2025Q3: 1,934 shares; 2025Q4: 2,637 shares; 2026Q1: 3,234 shares 3,234 $983K 0.03% +597 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 66,025 shares; 2025Q1: 66,025 shares; 2025Q2: 65,525 shares; 2025Q3: 64,275 shares; 2025Q4: 63,435 shares; 2026Q1: 63,435 shares 63,435 $983K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,559 shares; 2025Q3: 2,637 shares; 2025Q4: 2,658 shares; 2026Q1: 2,357 shares 2,357 $982K 0.03% -301 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,709 shares; 2025Q1: 7,632 shares; 2025Q2: 8,257 shares; 2025Q3: 8,818 shares; 2025Q4: 8,681 shares; 2026Q1: 5,982 shares 5,982 $982K 0.03% -2,699 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,546 shares; 2024Q4: 23,652 shares; 2025Q1: 31,497 shares; 2025Q2: 34,711 shares; 2025Q3: 31,695 shares; 2025Q4: 29,246 shares; 2026Q1: 32,088 shares 32,088 $979K 0.03% +2,842 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 864 shares; 2025Q1: 1,097 shares; 2025Q2: 658 shares; 2025Q3: 1,186 shares; 2025Q4: 1,802 shares; 2026Q1: 1,709 shares 1,709 $960K 0.03% -93 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 34,982 shares; 2025Q1: 68,126 shares; 2025Q2: 80,722 shares; 2025Q3: 68,031 shares; 2025Q4: 40,032 shares; 2026Q1: 38,717 shares 38,717 $960K 0.03% -1,315 Timeline PICK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,770 shares; 2025Q4: 16,979 shares; 2026Q1: 16,944 shares 16,944 $959K 0.03% -35 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,046 shares; 2024Q4: 45,101 shares; 2025Q1: 48,244 shares; 2025Q2: 93,081 shares; 2025Q3: 96,673 shares; 2025Q4: 71,110 shares; 2026Q1: 64,207 shares 64,207 $957K 0.03% -6,903 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 9,811 shares; 2025Q1: 10,347 shares; 2025Q2: 16,457 shares; 2025Q3: 16,583 shares; 2025Q4: 16,422 shares; 2026Q1: 16,129 shares 16,129 $955K 0.03% -293 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 4,833 shares; 2025Q1: 4,854 shares; 2025Q2: 5,198 shares; 2025Q3: 6,257 shares; 2025Q4: 6,754 shares; 2026Q1: 7,053 shares 7,053 $954K 0.03% +299 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,870 shares; 2024Q4: 153,152 shares; 2025Q1: 166,179 shares; 2025Q2: 167,359 shares; 2025Q3: 142,519 shares; 2025Q4: 16,317 shares; 2026Q1: 13,556 shares 13,556 $954K 0.03% -2,761 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,804 shares; 2025Q1: 10,039 shares; 2025Q2: 10,668 shares; 2025Q3: 11,399 shares; 2025Q4: 20,616 shares; 2026Q1: 20,235 shares 20,235 $951K 0.03% -381 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,275 shares 26,275 $950K 0.03% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,786 shares; 2024Q4: 3,916 shares; 2025Q1: 3,700 shares; 2025Q2: 3,570 shares; 2025Q3: 9,725 shares; 2025Q4: 10,298 shares; 2026Q1: 12,296 shares 12,296 $949K 0.03% +1,998 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,632 shares 11,632 $937K 0.03% new Timeline QUS 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: 7,287 shares; 2025Q3: 5,969 shares; 2025Q4: 5,546 shares; 2026Q1: 5,453 shares 5,453 $936K 0.03% -93 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: not reported; 2025Q2: 23,982 shares; 2025Q3: 15,294 shares; 2025Q4: 14,403 shares; 2026Q1: 12,956 shares 12,956 $930K 0.03% -1,447 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,006 shares; 2025Q2: 1,829 shares; 2025Q3: 2,283 shares; 2025Q4: 2,785 shares; 2026Q1: 4,283 shares 4,283 $928K 0.03% +1,498 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 5,898 shares; 2025Q1: 7,718 shares; 2025Q2: 8,987 shares; 2025Q3: 10,288 shares; 2025Q4: 10,014 shares; 2026Q1: 11,009 shares 11,009 $922K 0.03% +995 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,665 shares; 2025Q1: 8,647 shares; 2025Q2: 8,353 shares; 2025Q3: 9,485 shares; 2025Q4: 11,189 shares; 2026Q1: 6,689 shares 6,689 $918K 0.03% -4,500 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly 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: 6,437 shares 6,437 $915K 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,363 shares; 2025Q1: 1,599 shares; 2025Q2: 1,090 shares; 2025Q3: 3,005 shares; 2025Q4: 3,485 shares; 2026Q1: 3,517 shares 3,517 $905K 0.03% +32 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 12,119 shares; 2025Q1: 12,770 shares; 2025Q2: 8,191 shares; 2025Q3: 9,188 shares; 2025Q4: 10,182 shares; 2026Q1: 8,565 shares 8,565 $900K 0.03% -1,617 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 365 shares; 2025Q1: 430 shares; 2025Q2: 565 shares; 2025Q3: 604 shares; 2025Q4: 615 shares; 2026Q1: 466 shares 466 $892K 0.03% -149 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,903 shares; 2025Q1: 8,724 shares; 2025Q2: 7,496 shares; 2025Q3: 8,844 shares; 2025Q4: 10,417 shares; 2026Q1: 12,886 shares 12,886 $891K 0.03% +2,469 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: 29,192 shares; 2025Q1: 23,280 shares; 2025Q2: 19,954 shares; 2025Q3: 19,842 shares; 2025Q4: 19,648 shares; 2026Q1: 18,684 shares 18,684 $889K 0.03% -964 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 1,957 shares; 2025Q3: 2,589 shares; 2025Q4: 2,888 shares; 2026Q1: 3,097 shares 3,097 $889K 0.03% +209 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,725 shares; 2024Q4: 22,966 shares; 2025Q1: 30,849 shares; 2025Q2: 18,899 shares; 2025Q3: 22,045 shares; 2025Q4: 22,612 shares; 2026Q1: 30,039 shares 30,039 $888K 0.03% +7,427 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: 6,810 shares; 2024Q4: 6,167 shares; 2025Q1: 6,693 shares; 2025Q2: 7,386 shares; 2025Q3: 6,856 shares; 2025Q4: 7,099 shares; 2026Q1: 5,143 shares 5,143 $888K 0.03% -1,956 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,228 shares; 2024Q4: 45,371 shares; 2025Q1: 27,249 shares; 2025Q2: 19,989 shares; 2025Q3: 20,657 shares; 2025Q4: 35,567 shares; 2026Q1: 33,339 shares 33,339 $887K 0.03% -2,228 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 10,586 shares; 2025Q1: 10,338 shares; 2025Q2: 10,036 shares; 2025Q3: 9,692 shares; 2025Q4: 8,442 shares; 2026Q1: 7,866 shares 7,866 $885K 0.03% -576 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 11,294 shares; 2025Q1: 10,346 shares; 2025Q2: 13,659 shares; 2025Q3: 15,531 shares; 2025Q4: 14,037 shares; 2026Q1: 14,675 shares 14,675 $883K 0.03% +638 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,417 shares; 2025Q4: 26,280 shares; 2026Q1: 24,500 shares 24,500 $883K 0.03% -1,780 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,816 shares; 2025Q1: 2,468 shares; 2025Q2: 2,204 shares; 2025Q3: 2,922 shares; 2025Q4: 2,521 shares; 2026Q1: 2,733 shares 2,733 $882K 0.03% +212 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,373 shares; 2025Q3: 17,987 shares; 2025Q4: 19,207 shares; 2026Q1: 20,071 shares 20,071 $880K 0.03% +864 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 2,319 shares; 2025Q1: 2,877 shares; 2025Q2: 3,668 shares; 2025Q3: 3,863 shares; 2025Q4: 2,824 shares; 2026Q1: 3,096 shares 3,096 $879K 0.03% +272 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares; 2026Q1: 16,594 shares 16,594 $877K 0.03% -1,126 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 19,716 shares; 2025Q1: 20,817 shares; 2025Q2: 18,946 shares; 2025Q3: 19,086 shares; 2025Q4: 161,337 shares; 2026Q1: 158,855 shares 158,855 $875K 0.03% -2,482 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,464 shares; 2025Q1: 2,286 shares; 2025Q2: 4,796 shares; 2025Q3: 4,825 shares; 2025Q4: 5,135 shares; 2026Q1: 4,411 shares 4,411 $874K 0.03% -724 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,371 shares; 2025Q1: 27,338 shares; 2025Q2: 27,074 shares; 2025Q3: 21,631 shares; 2025Q4: 21,631 shares; 2026Q1: 21,802 shares 21,802 $868K 0.03% +171 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: 5,090 shares; 2024Q4: 4,278 shares; 2025Q1: 5,067 shares; 2025Q2: 4,150 shares; 2025Q3: 4,321 shares; 2025Q4: 4,668 shares; 2026Q1: 5,096 shares 5,096 $862K 0.03% +428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,113 shares; 2025Q4: 5,526 shares; 2026Q1: 17,042 shares 17,042 $858K 0.03% +11,516 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: 4,865 shares; 2024Q4: 3,550 shares; 2025Q1: 11,657 shares; 2025Q2: 9,944 shares; 2025Q3: 10,918 shares; 2025Q4: 10,434 shares; 2026Q1: 10,796 shares 10,796 $856K 0.03% +362 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,366 shares; 2025Q1: 7,053 shares; 2025Q2: 8,222 shares; 2025Q3: 9,523 shares; 2025Q4: 9,359 shares; 2026Q1: 9,384 shares 9,384 $854K 0.03% +25 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,347 shares; 2025Q1: 5,084 shares; 2025Q2: 5,958 shares; 2025Q3: 6,577 shares; 2025Q4: 4,661 shares; 2026Q1: 4,708 shares 4,708 $845K 0.03% +47 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 4,698 shares; 2025Q1: 5,738 shares; 2025Q2: 6,618 shares; 2025Q3: 7,477 shares; 2025Q4: 7,036 shares; 2026Q1: 10,742 shares 10,742 $845K 0.03% +3,706 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: 335 shares; 2024Q4: 451 shares; 2025Q1: 652 shares; 2025Q2: 9,305 shares; 2025Q3: 8,926 shares; 2025Q4: 8,944 shares; 2026Q1: 9,151 shares 9,151 $845K 0.03% +207 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: 11,243 shares; 2024Q4: 19,565 shares; 2025Q1: 22,573 shares; 2025Q2: 19,296 shares; 2025Q3: 20,731 shares; 2025Q4: 18,507 shares; 2026Q1: 15,982 shares 15,982 $844K 0.03% -2,525 Timeline USG USCF ETF TR More: the full row for USCF 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: 20,275 shares; 2025Q3: 21,300 shares; 2025Q4: 24,546 shares; 2026Q1: 22,831 shares 22,831 $843K 0.03% -1,715 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,393 shares; 2024Q4: 31,772 shares; 2025Q1: 30,232 shares; 2025Q2: 28,414 shares; 2025Q3: 30,532 shares; 2025Q4: 31,481 shares; 2026Q1: 32,156 shares 32,156 $840K 0.03% +675 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,731 shares; 2025Q1: 1,725 shares; 2025Q2: 2,780 shares; 2025Q3: 3,146 shares; 2025Q4: 3,201 shares; 2026Q1: 3,009 shares 3,009 $836K 0.03% -192 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,804 shares; 2025Q2: 10,200 shares; 2025Q3: 15,355 shares; 2025Q4: 25,241 shares; 2026Q1: 30,392 shares 30,392 $835K 0.03% +5,151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,588 shares 6,588 $834K 0.03% +449 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,928 shares; 2025Q1: 5,770 shares; 2025Q2: 7,091 shares; 2025Q3: 7,183 shares; 2025Q4: 8,176 shares; 2026Q1: 9,033 shares 9,033 $833K 0.03% +857 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 598 shares; 2025Q1: 687 shares; 2025Q2: 773 shares; 2025Q3: 900 shares; 2025Q4: 977 shares; 2026Q1: 1,136 shares 1,136 $827K 0.03% +159 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: 23,832 shares; 2024Q4: 19,208 shares; 2025Q1: 19,222 shares; 2025Q2: 8,566 shares; 2025Q3: 15,212 shares; 2025Q4: 13,756 shares; 2026Q1: 14,555 shares 14,555 $825K 0.03% +799 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: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 445 shares; 2025Q4: 508 shares; 2026Q1: 753 shares 753 $824K 0.03% +245 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,372 shares; 2025Q1: 1,788 shares; 2025Q2: 1,996 shares; 2025Q3: 2,220 shares; 2025Q4: 2,409 shares; 2026Q1: 2,290 shares 2,290 $822K 0.03% -119 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,395 shares; 2024Q4: 16,051 shares; 2025Q1: 18,265 shares; 2025Q2: 19,392 shares; 2025Q3: 20,716 shares; 2025Q4: 21,712 shares; 2026Q1: 21,435 shares 21,435 $819K 0.03% -277 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,305 shares 6,305 $819K 0.03% new Timeline