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: 504,828 shares; 2024Q4: 508,554 shares; 2025Q1: 633,243 shares; 2025Q2: 664,788 shares; 2025Q3: 702,230 shares; 2025Q4: 1,041,888 shares; 2026Q1: 1,067,360 shares 1,067,360 $267M 2.91% +25,472 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: 570,852 shares; 2024Q4: 603,541 shares; 2025Q1: 665,424 shares; 2025Q2: 713,017 shares; 2025Q3: 767,253 shares; 2025Q4: 1,377,291 shares; 2026Q1: 1,368,739 shares 1,368,739 $239M 2.61% -8,552 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: 179,915 shares; 2024Q4: 187,463 shares; 2025Q1: 221,329 shares; 2025Q2: 413,243 shares; 2025Q3: 428,452 shares; 2025Q4: 561,125 shares; 2026Q1: 580,993 shares 580,993 $215M 2.35% +19,868 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: 205,498 shares; 2024Q4: 186,157 shares; 2025Q1: 232,376 shares; 2025Q2: 256,362 shares; 2025Q3: 246,795 shares; 2025Q4: 287,584 shares; 2026Q1: 344,117 shares 344,117 $206M 2.25% +56,533 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: 151,155 shares; 2024Q4: 281,807 shares; 2025Q1: 1,153,811 shares; 2025Q2: 199,878 shares; 2025Q3: 316,883 shares; 2025Q4: 212,921 shares; 2026Q1: 1,697,549 shares 1,697,549 $156M 1.7% +1,484,628 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,492 shares; 2024Q4: 15,267 shares; 2025Q1: 18,651 shares; 2025Q2: 21,662 shares; 2025Q3: 18,206 shares; 2025Q4: 56,557 shares; 2026Q1: 2,590,899 shares 2,590,899 $155M 1.69% +2,534,342 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: 276,595 shares; 2024Q4: 288,473 shares; 2025Q1: 410,809 shares; 2025Q2: 438,004 shares; 2025Q3: 417,070 shares; 2025Q4: 645,885 shares; 2026Q1: 656,416 shares 656,416 $137M 1.49% +10,531 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: 170,160 shares; 2024Q4: 175,055 shares; 2025Q1: 157,968 shares; 2025Q2: 203,550 shares; 2025Q3: 209,002 shares; 2025Q4: 245,311 shares; 2026Q1: 190,608 shares 190,608 $124M 1.35% -54,703 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: 167,649 shares; 2024Q4: 174,470 shares; 2025Q1: 209,611 shares; 2025Q2: 226,683 shares; 2025Q3: 232,995 shares; 2025Q4: 384,057 shares; 2026Q1: 377,691 shares 377,691 $109M 1.19% -6,366 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: 80,875 shares; 2024Q4: 79,836 shares; 2025Q1: 95,104 shares; 2025Q2: 134,643 shares; 2025Q3: 130,168 shares; 2025Q4: 139,161 shares; 2026Q1: 247,238 shares 247,238 $106M 1.16% +108,077 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: 78,818 shares; 2024Q4: 93,374 shares; 2025Q1: 84,824 shares; 2025Q2: 88,909 shares; 2025Q3: 98,049 shares; 2025Q4: 147,149 shares; 2026Q1: 160,880 shares 160,880 $105M 1.15% +13,731 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: 116,360 shares; 2024Q4: 144,304 shares; 2025Q1: 154,261 shares; 2025Q2: 138,815 shares; 2025Q3: 140,449 shares; 2025Q4: 258,257 shares; 2026Q1: 272,962 shares 272,962 $84.5M 0.92% +14,705 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: 116,613 shares; 2024Q4: 133,091 shares; 2025Q1: 120,047 shares; 2025Q2: 156,354 shares; 2025Q3: 155,392 shares; 2025Q4: 189,755 shares; 2026Q1: 141,451 shares 141,451 $81.6M 0.89% -48,304 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: 296,465 shares; 2024Q4: 336,886 shares; 2025Q1: 366,361 shares; 2025Q2: 394,784 shares; 2025Q3: 380,790 shares; 2025Q4: 668,172 shares; 2026Q1: 644,183 shares 644,183 $80.1M 0.87% -23,989 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: 106,768 shares; 2024Q4: 107,013 shares; 2025Q1: 132,204 shares; 2025Q2: 140,320 shares; 2025Q3: 143,414 shares; 2025Q4: 278,195 shares; 2026Q1: 262,154 shares 262,154 $75.2M 0.82% -16,041 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: 38,938 shares; 2024Q4: 46,970 shares; 2025Q1: 54,798 shares; 2025Q2: 59,508 shares; 2025Q3: 60,411 shares; 2025Q4: 133,678 shares; 2026Q1: 127,924 shares 127,924 $73.2M 0.8% -5,754 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: 92,932 shares; 2024Q4: 104,610 shares; 2025Q1: 113,870 shares; 2025Q2: 133,686 shares; 2025Q3: 132,412 shares; 2025Q4: 236,711 shares; 2026Q1: 242,746 shares 242,746 $71.4M 0.78% +6,035 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,068 shares; 2024Q4: 705,499 shares; 2025Q1: 742,056 shares; 2025Q2: 775,525 shares; 2025Q3: 824,883 shares; 2025Q4: 1,207,824 shares; 2026Q1: 1,424,840 shares 1,424,840 $71M 0.77% +217,016 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: 220,301 shares; 2024Q4: 235,607 shares; 2025Q1: 248,959 shares; 2025Q2: 283,413 shares; 2025Q3: 298,535 shares; 2025Q4: 330,447 shares; 2026Q1: 343,483 shares 343,483 $67.4M 0.74% +13,036 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: 449,872 shares; 2024Q4: 423,721 shares; 2025Q1: 345,968 shares; 2025Q2: 400,763 shares; 2025Q3: 424,742 shares; 2025Q4: 503,180 shares; 2026Q1: 708,145 shares 708,145 $64.1M 0.7% +204,965 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,692 shares; 2024Q4: 81,543 shares; 2025Q1: 44,514 shares; 2025Q2: 61,365 shares; 2025Q3: 110,792 shares; 2025Q4: 328,956 shares; 2026Q1: 1,323,905 shares 1,323,905 $60.4M 0.66% +994,949 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: 154,454 shares; 2024Q4: 142,860 shares; 2025Q1: 130,164 shares; 2025Q2: 147,406 shares; 2025Q3: 148,521 shares; 2025Q4: 169,123 shares; 2026Q1: 175,449 shares 175,449 $56.3M 0.61% +6,326 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: 74,269 shares; 2024Q4: 78,080 shares; 2025Q1: 86,230 shares; 2025Q2: 99,487 shares; 2025Q3: 106,738 shares; 2025Q4: 123,306 shares; 2026Q1: 127,406 shares 127,406 $55.6M 0.61% +4,100 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: 122,713 shares; 2024Q4: 123,657 shares; 2025Q1: 146,989 shares; 2025Q2: 145,348 shares; 2025Q3: 142,714 shares; 2025Q4: 394,819 shares; 2026Q1: 409,833 shares 409,833 $54.5M 0.59% +15,014 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,192 shares; 2024Q4: 381,576 shares; 2025Q1: 448,103 shares; 2025Q2: 490,381 shares; 2025Q3: 505,046 shares; 2025Q4: 558,121 shares; 2026Q1: 566,907 shares 566,907 $52.3M 0.57% +8,786 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: 311,383 shares; 2024Q4: 340,148 shares; 2025Q1: 385,188 shares; 2025Q2: 443,983 shares; 2025Q3: 481,667 shares; 2025Q4: 887,924 shares; 2026Q1: 945,800 shares 945,800 $51.1M 0.56% +57,876 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: 101,736 shares; 2024Q4: 93,525 shares; 2025Q1: 112,427 shares; 2025Q2: 122,127 shares; 2025Q3: 120,417 shares; 2025Q4: 206,288 shares; 2026Q1: 196,768 shares 196,768 $48.1M 0.53% -9,520 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: 165,047 shares; 2024Q4: 169,944 shares; 2025Q1: 203,114 shares; 2025Q2: 224,315 shares; 2025Q3: 227,818 shares; 2025Q4: 275,643 shares; 2026Q1: 283,419 shares 283,419 $48.1M 0.53% +7,776 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: 153,390 shares; 2024Q4: 151,054 shares; 2025Q1: 126,092 shares; 2025Q2: 133,545 shares; 2025Q3: 130,722 shares; 2025Q4: 359,092 shares; 2026Q1: 376,969 shares 376,969 $46.9M 0.51% +17,877 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: not reported; 2025Q4: not reported; 2026Q1: 1,464,649 shares 1,464,649 $44.3M 0.48% new 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: 297,037 shares; 2024Q4: 309,048 shares; 2025Q1: 278,985 shares; 2025Q2: 310,423 shares; 2025Q3: 335,318 shares; 2025Q4: 474,516 shares; 2026Q1: 618,497 shares 618,497 $43.1M 0.47% +143,981 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,993 shares; 2024Q4: 369,836 shares; 2025Q1: 417,074 shares; 2025Q2: 441,872 shares; 2025Q3: 455,404 shares; 2025Q4: 470,218 shares; 2026Q1: 460,550 shares 460,550 $42.7M 0.47% -9,668 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: 53,892 shares; 2024Q4: 59,783 shares; 2025Q1: 74,171 shares; 2025Q2: 83,335 shares; 2025Q3: 79,513 shares; 2025Q4: 96,600 shares; 2026Q1: 85,931 shares 85,931 $41.2M 0.45% -10,669 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: 74,260 shares; 2024Q4: 71,019 shares; 2025Q1: 74,407 shares; 2025Q2: 161,657 shares; 2025Q3: 171,846 shares; 2025Q4: 186,924 shares; 2026Q1: 190,557 shares 190,557 $41M 0.45% +3,633 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: 336,717 shares; 2024Q4: 810,871 shares; 2025Q1: 234,147 shares; 2025Q2: 280,968 shares; 2025Q3: 278,957 shares; 2025Q4: 353,127 shares; 2026Q1: 412,073 shares 412,073 $40.9M 0.45% +58,946 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: 265,796 shares; 2024Q4: 265,343 shares; 2025Q1: 272,594 shares; 2025Q2: 349,871 shares; 2025Q3: 376,374 shares; 2025Q4: 819,094 shares; 2026Q1: 835,971 shares 835,971 $40.8M 0.44% +16,877 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,248 shares; 2024Q4: 118,850 shares; 2025Q1: 285,179 shares; 2025Q2: 398,740 shares; 2025Q3: 565,299 shares; 2025Q4: 1,243,134 shares; 2026Q1: 1,012,061 shares 1,012,061 $40.7M 0.44% -231,073 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: 52,175 shares; 2024Q4: 52,257 shares; 2025Q1: 60,025 shares; 2025Q2: 69,235 shares; 2025Q3: 69,278 shares; 2025Q4: 120,003 shares; 2026Q1: 123,616 shares 123,616 $40.7M 0.44% +3,613 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 9,432 shares; 2025Q1: 13,198 shares; 2025Q2: 21,768 shares; 2025Q3: 25,486 shares; 2025Q4: 179,058 shares; 2026Q1: 189,584 shares 189,584 $40.5M 0.44% +10,526 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,753 shares; 2024Q4: 398,068 shares; 2025Q1: 538,457 shares; 2025Q2: 636,005 shares; 2025Q3: 694,661 shares; 2025Q4: 1,025,742 shares; 2026Q1: 951,643 shares 951,643 $40.5M 0.44% -74,099 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: 6,331 shares; 2024Q4: 7,873 shares; 2025Q1: 12,891 shares; 2025Q2: 17,968 shares; 2025Q3: 21,747 shares; 2025Q4: 152,926 shares; 2026Q1: 118,898 shares 118,898 $40.2M 0.44% -34,028 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: 23,809 shares; 2024Q4: 24,420 shares; 2025Q1: 27,675 shares; 2025Q2: 29,390 shares; 2025Q3: 28,952 shares; 2025Q4: 40,415 shares; 2026Q1: 42,833 shares 42,833 $39.4M 0.43% +2,418 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: 395,269 shares; 2024Q4: 428,464 shares; 2025Q1: 415,399 shares; 2025Q2: 523,846 shares; 2025Q3: 502,876 shares; 2025Q4: 536,123 shares; 2026Q1: 448,241 shares 448,241 $38.9M 0.42% -87,882 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,118 shares; 2024Q4: 159,086 shares; 2025Q1: 65,633 shares; 2025Q2: 95,030 shares; 2025Q3: 161,725 shares; 2025Q4: 351,300 shares; 2026Q1: 505,424 shares 505,424 $38.7M 0.42% +154,124 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: 212,781 shares; 2024Q4: 87,836 shares; 2025Q1: 157,572 shares; 2025Q2: 284,971 shares; 2025Q3: 322,677 shares; 2025Q4: 414,957 shares; 2026Q1: 381,980 shares 381,980 $37.1M 0.41% -32,977 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: 450,119 shares; 2024Q4: 409,432 shares; 2025Q1: 378,527 shares; 2025Q2: 498,748 shares; 2025Q3: 499,412 shares; 2025Q4: 524,840 shares; 2026Q1: 538,822 shares 538,822 $36.4M 0.4% +13,982 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,610 shares; 2024Q4: 53,882 shares; 2025Q1: 51,867 shares; 2025Q2: 51,010 shares; 2025Q3: 43,688 shares; 2025Q4: 95,212 shares; 2026Q1: 88,688 shares 88,688 $34M 0.37% -6,524 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,765 shares; 2024Q4: 566,978 shares; 2025Q1: 574,602 shares; 2025Q2: 576,838 shares; 2025Q3: 576,762 shares; 2025Q4: 565,859 shares; 2026Q1: 562,364 shares 562,364 $34M 0.37% -3,495 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: 69,133 shares; 2024Q4: 74,113 shares; 2025Q1: 93,773 shares; 2025Q2: 101,908 shares; 2025Q3: 112,109 shares; 2025Q4: 157,531 shares; 2026Q1: 156,097 shares 156,097 $33.9M 0.37% -1,434 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: 91,859 shares; 2024Q4: 83,976 shares; 2025Q1: 112,189 shares; 2025Q2: 121,789 shares; 2025Q3: 121,067 shares; 2025Q4: 147,432 shares; 2026Q1: 162,632 shares 162,632 $33.6M 0.37% +15,200 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,203 shares; 2024Q4: 237,316 shares; 2025Q1: 259,379 shares; 2025Q2: 284,256 shares; 2025Q3: 301,335 shares; 2025Q4: 311,953 shares; 2026Q1: 324,188 shares 324,188 $31.7M 0.35% +12,235 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: 324,707 shares; 2024Q4: 306,896 shares; 2025Q1: 159,856 shares; 2025Q2: 310,985 shares; 2025Q3: 312,243 shares; 2025Q4: 452,635 shares; 2026Q1: 279,982 shares 279,982 $31.7M 0.35% -172,653 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: 14,291 shares; 2024Q4: 30,680 shares; 2025Q1: 50,291 shares; 2025Q2: 96,166 shares; 2025Q3: 526,441 shares; 2025Q4: 2,534,729 shares; 2026Q1: 353,230 shares 353,230 $31.1M 0.34% -2,181,499 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: 117,290 shares; 2024Q4: 95,483 shares; 2025Q1: 91,530 shares; 2025Q2: 92,558 shares; 2025Q3: 95,790 shares; 2025Q4: 233,480 shares; 2026Q1: 254,138 shares 254,138 $30.6M 0.33% +20,658 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: 46,202 shares; 2024Q4: 58,795 shares; 2025Q1: 56,180 shares; 2025Q2: 67,018 shares; 2025Q3: 66,747 shares; 2025Q4: 84,383 shares; 2026Q1: 82,147 shares 82,147 $30.3M 0.33% -2,236 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: 66,107 shares; 2024Q4: 64,045 shares; 2025Q1: 69,902 shares; 2025Q2: 76,781 shares; 2025Q3: 75,798 shares; 2025Q4: 109,174 shares; 2026Q1: 98,298 shares 98,298 $29.7M 0.32% -10,876 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: 235,586 shares; 2024Q4: 289,085 shares; 2025Q1: 321,877 shares; 2025Q2: 279,511 shares; 2025Q3: 298,952 shares; 2025Q4: 589,531 shares; 2026Q1: 598,487 shares 598,487 $29.5M 0.32% +8,956 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: 101,415 shares; 2024Q4: 98,582 shares; 2025Q1: 151,381 shares; 2025Q2: 186,280 shares; 2025Q3: 197,615 shares; 2025Q4: 194,368 shares; 2026Q1: 198,702 shares 198,702 $29.1M 0.32% +4,334 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: 172,720 shares; 2024Q4: 155,496 shares; 2025Q1: 206,981 shares; 2025Q2: 224,276 shares; 2025Q3: 228,389 shares; 2025Q4: 351,342 shares; 2026Q1: 381,189 shares 381,189 $29M 0.32% +29,847 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: 21,826 shares; 2024Q4: 25,747 shares; 2025Q1: 21,799 shares; 2025Q2: 23,037 shares; 2025Q3: 23,305 shares; 2025Q4: 37,741 shares; 2026Q1: 40,732 shares 40,732 $28.9M 0.32% +2,991 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 19,043 shares; 2025Q1: 22,337 shares; 2025Q2: 42,251 shares; 2025Q3: 55,320 shares; 2025Q4: 77,334 shares; 2026Q1: 121,295 shares 121,295 $28.8M 0.31% +43,961 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: 230,599 shares; 2024Q4: 199,386 shares; 2025Q1: 198,061 shares; 2025Q2: 214,491 shares; 2025Q3: 218,640 shares; 2025Q4: 360,624 shares; 2026Q1: 368,916 shares 368,916 $28.6M 0.31% +8,292 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: 36,777 shares; 2024Q4: 159,186 shares; 2025Q1: 227,107 shares; 2025Q2: 942,458 shares; 2025Q3: 1,098,324 shares; 2025Q4: 989,705 shares; 2026Q1: 974,922 shares 974,922 $28.4M 0.31% -14,783 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: 189,362 shares; 2024Q4: 178,844 shares; 2025Q1: 222,725 shares; 2025Q2: 250,246 shares; 2025Q3: 251,177 shares; 2025Q4: 528,459 shares; 2026Q1: 565,661 shares 565,661 $28.4M 0.31% +37,202 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: 104,936 shares; 2024Q4: 107,139 shares; 2025Q1: 113,842 shares; 2025Q2: 116,495 shares; 2025Q3: 174,990 shares; 2025Q4: 344,354 shares; 2026Q1: 486,778 shares 486,778 $28.3M 0.31% +142,424 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: 54,682 shares; 2024Q4: 57,763 shares; 2025Q1: 60,360 shares; 2025Q2: 61,159 shares; 2025Q3: 60,029 shares; 2025Q4: 112,616 shares; 2026Q1: 112,657 shares 112,657 $27.9M 0.31% +41 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,742 shares; 2024Q4: 254,012 shares; 2025Q1: 274,919 shares; 2025Q2: 294,731 shares; 2025Q3: 291,807 shares; 2025Q4: 313,071 shares; 2026Q1: 330,049 shares 330,049 $27.3M 0.3% +16,978 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: 222,108 shares; 2024Q4: 227,092 shares; 2025Q1: 215,535 shares; 2025Q2: 277,686 shares; 2025Q3: 299,356 shares; 2025Q4: 427,770 shares; 2026Q1: 420,230 shares 420,230 $26.9M 0.29% -7,540 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: 5,565 shares; 2024Q4: 5,617 shares; 2025Q1: 5,968 shares; 2025Q2: 6,671 shares; 2025Q3: 7,398 shares; 2025Q4: 61,441 shares; 2026Q1: 61,417 shares 61,417 $26.2M 0.29% -24 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: 94,109 shares; 2024Q4: 94,943 shares; 2025Q1: 120,002 shares; 2025Q2: 125,408 shares; 2025Q3: 122,780 shares; 2025Q4: 163,287 shares; 2026Q1: 179,251 shares 179,251 $25.9M 0.28% +15,964 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,844 shares; 2024Q4: 302,278 shares; 2025Q1: 362,011 shares; 2025Q2: 399,379 shares; 2025Q3: 444,385 shares; 2025Q4: 582,684 shares; 2026Q1: 648,377 shares 648,377 $25.8M 0.28% +65,693 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: 23,677 shares; 2024Q4: 31,804 shares; 2025Q1: 37,489 shares; 2025Q2: 247,757 shares; 2025Q3: 250,886 shares; 2025Q4: 254,843 shares; 2026Q1: 265,625 shares 265,625 $25.7M 0.28% +10,782 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: 42,776 shares; 2024Q4: 89,419 shares; 2025Q1: 53,696 shares; 2025Q2: 55,158 shares; 2025Q3: 64,334 shares; 2025Q4: 113,637 shares; 2026Q1: 119,031 shares 119,031 $25.1M 0.27% +5,394 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: 148,450 shares; 2024Q4: 133,137 shares; 2025Q1: 143,797 shares; 2025Q2: 155,159 shares; 2025Q3: 165,625 shares; 2025Q4: 180,798 shares; 2026Q1: 163,633 shares 163,633 $24.2M 0.26% -17,165 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: 21,419 shares; 2024Q4: 15,361 shares; 2025Q1: 49,641 shares; 2025Q2: 150,703 shares; 2025Q3: 146,815 shares; 2025Q4: 223,259 shares; 2026Q1: 253,712 shares 253,712 $24.2M 0.26% +30,453 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: 90,026 shares; 2024Q4: 91,455 shares; 2025Q1: 120,586 shares; 2025Q2: 149,021 shares; 2025Q3: 165,825 shares; 2025Q4: 223,108 shares; 2026Q1: 258,870 shares 258,870 $24M 0.26% +35,762 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: 60,504 shares; 2024Q4: 32,838 shares; 2025Q1: 29,304 shares; 2025Q2: 49,623 shares; 2025Q3: 81,904 shares; 2025Q4: 140,035 shares; 2026Q1: 322,068 shares 322,068 $23.9M 0.26% +182,033 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,912 shares; 2024Q4: 267,566 shares; 2025Q1: 361,769 shares; 2025Q2: 378,303 shares; 2025Q3: 367,151 shares; 2025Q4: 351,189 shares; 2026Q1: 272,557 shares 272,557 $23.9M 0.26% -78,632 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: 154,015 shares; 2024Q4: 225,129 shares; 2025Q1: 198,113 shares; 2025Q2: 181,031 shares; 2025Q3: 204,161 shares; 2025Q4: 449,234 shares; 2026Q1: 421,795 shares 421,795 $23.9M 0.26% -27,439 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: 88,524 shares; 2024Q4: 100,094 shares; 2025Q1: 114,673 shares; 2025Q2: 104,166 shares; 2025Q3: 108,340 shares; 2025Q4: 165,630 shares; 2026Q1: 160,097 shares 160,097 $23.6M 0.26% -5,533 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: 16,578 shares; 2024Q4: 16,699 shares; 2025Q1: 13,219 shares; 2025Q2: 19,323 shares; 2025Q3: 23,887 shares; 2025Q4: 67,846 shares; 2026Q1: 71,317 shares 71,317 $23.2M 0.25% +3,471 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650,295 shares 650,295 $23.1M 0.25% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,520 shares; 2024Q4: 199,258 shares; 2025Q1: 216,451 shares; 2025Q2: 274,842 shares; 2025Q3: 272,158 shares; 2025Q4: 328,333 shares; 2026Q1: 337,481 shares 337,481 $23M 0.25% +9,148 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: 55,184 shares; 2024Q4: 54,962 shares; 2025Q1: 63,856 shares; 2025Q2: 70,334 shares; 2025Q3: 79,195 shares; 2025Q4: 111,127 shares; 2026Q1: 117,621 shares 117,621 $22.6M 0.25% +6,494 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: 54,915 shares; 2024Q4: 62,667 shares; 2025Q1: 73,960 shares; 2025Q2: 80,679 shares; 2025Q3: 92,398 shares; 2025Q4: 127,326 shares; 2026Q1: 203,435 shares 203,435 $22.5M 0.25% +76,109 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: 10,810 shares; 2024Q4: 10,875 shares; 2025Q1: 16,727 shares; 2025Q2: 17,341 shares; 2025Q3: 17,811 shares; 2025Q4: 220,505 shares; 2026Q1: 230,568 shares 230,568 $22.4M 0.24% +10,063 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,191 shares; 2024Q4: 69,769 shares; 2025Q1: 77,355 shares; 2025Q2: 97,421 shares; 2025Q3: 94,855 shares; 2025Q4: 174,758 shares; 2026Q1: 200,281 shares 200,281 $22.2M 0.24% +25,523 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: 120,063 shares; 2024Q4: 116,505 shares; 2025Q1: 148,215 shares; 2025Q2: 125,071 shares; 2025Q3: 83,242 shares; 2025Q4: 136,467 shares; 2026Q1: 149,093 shares 149,093 $21.9M 0.24% +12,626 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: 4,751 shares; 2024Q4: 10,253 shares; 2025Q1: 11,973 shares; 2025Q2: 13,526 shares; 2025Q3: 13,367 shares; 2025Q4: 29,601 shares; 2026Q1: 25,740 shares 25,740 $21.8M 0.24% -3,861 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: 33,748 shares; 2024Q4: 30,828 shares; 2025Q1: 39,787 shares; 2025Q2: 40,488 shares; 2025Q3: 40,675 shares; 2025Q4: 65,121 shares; 2026Q1: 69,922 shares 69,922 $21.7M 0.24% +4,801 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: 8,898 shares; 2024Q4: 11,959 shares; 2025Q1: 14,146 shares; 2025Q2: 17,705 shares; 2025Q3: 17,238 shares; 2025Q4: 230,717 shares; 2026Q1: 223,668 shares 223,668 $21.5M 0.23% -7,049 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: 7,440 shares; 2024Q4: 7,425 shares; 2025Q1: 5,428 shares; 2025Q2: 12,626 shares; 2025Q3: 12,207 shares; 2025Q4: 68,463 shares; 2026Q1: 71,999 shares 71,999 $21.3M 0.23% +3,536 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,964 shares; 2024Q4: 42,187 shares; 2025Q1: 64,466 shares; 2025Q2: 69,251 shares; 2025Q3: 65,584 shares; 2025Q4: 91,914 shares; 2026Q1: 55,178 shares 55,178 $20.3M 0.22% -36,736 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: 97,534 shares; 2024Q4: 84,097 shares; 2025Q1: 83,352 shares; 2025Q2: 95,253 shares; 2025Q3: 175,749 shares; 2025Q4: 340,531 shares; 2026Q1: 437,299 shares 437,299 $20.2M 0.22% +96,768 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: 66,665 shares; 2024Q4: 66,284 shares; 2025Q1: 96,491 shares; 2025Q2: 112,576 shares; 2025Q3: 117,203 shares; 2025Q4: 251,479 shares; 2026Q1: 279,558 shares 279,558 $20.1M 0.22% +28,079 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: 17,940 shares; 2024Q4: 17,247 shares; 2025Q1: 22,519 shares; 2025Q2: 23,939 shares; 2025Q3: 24,028 shares; 2025Q4: 35,923 shares; 2026Q1: 39,983 shares 39,983 $20M 0.22% +4,060 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,898 shares; 2025Q2: 20,387 shares; 2025Q3: 32,523 shares; 2025Q4: 47,065 shares; 2026Q1: 661,094 shares 661,094 $19.9M 0.22% +614,029 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: 8,797 shares; 2024Q4: 12,508 shares; 2025Q1: 15,035 shares; 2025Q2: 19,292 shares; 2025Q3: 18,320 shares; 2025Q4: 21,255 shares; 2026Q1: 19,792 shares 19,792 $19.7M 0.22% -1,463 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: 67,783 shares; 2024Q4: 74,507 shares; 2025Q1: 71,574 shares; 2025Q2: 81,721 shares; 2025Q3: 81,252 shares; 2025Q4: 99,503 shares; 2026Q1: 102,744 shares 102,744 $19.7M 0.22% +3,241 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: 57,375 shares; 2024Q4: 67,838 shares; 2025Q1: 60,971 shares; 2025Q2: 57,720 shares; 2025Q3: 52,602 shares; 2025Q4: 112,782 shares; 2026Q1: 321,857 shares 321,857 $19.7M 0.22% +209,075 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,459 shares; 2024Q4: 191,462 shares; 2025Q1: 199,248 shares; 2025Q2: 355,793 shares; 2025Q3: 489,085 shares; 2025Q4: 843,949 shares; 2026Q1: 572,908 shares 572,908 $19.7M 0.22% -271,041 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,768 shares; 2026Q1: 192,669 shares 192,669 $19.6M 0.21% +13,901 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: 277,851 shares; 2024Q4: 325,450 shares; 2025Q1: 324,650 shares; 2025Q2: 311,914 shares; 2025Q3: 326,742 shares; 2025Q4: 361,596 shares; 2026Q1: 388,807 shares 388,807 $19.6M 0.21% +27,211 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: 50,391 shares; 2025Q1: 49,333 shares; 2025Q2: 315,511 shares; 2025Q3: 373,884 shares; 2025Q4: 425,260 shares; 2026Q1: 525,841 shares 525,841 $19.6M 0.21% +100,581 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: 34,409 shares; 2024Q4: 47,643 shares; 2025Q1: 50,612 shares; 2025Q2: 49,636 shares; 2025Q3: 55,623 shares; 2025Q4: 83,530 shares; 2026Q1: 80,414 shares 80,414 $19.5M 0.21% -3,116 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: 18,616 shares; 2024Q4: 18,246 shares; 2025Q1: 16,054 shares; 2025Q2: 15,692 shares; 2025Q3: 15,216 shares; 2025Q4: 72,692 shares; 2026Q1: 79,694 shares 79,694 $19.5M 0.21% +7,002 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: 311,645 shares; 2024Q4: 331,608 shares; 2025Q1: 203,091 shares; 2025Q2: 222,503 shares; 2025Q3: 239,244 shares; 2025Q4: 275,339 shares; 2026Q1: 303,295 shares 303,295 $19M 0.21% +27,956 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: 27,747 shares; 2024Q4: 21,207 shares; 2025Q1: 20,748 shares; 2025Q2: 208,636 shares; 2025Q3: 203,194 shares; 2025Q4: 259,905 shares; 2026Q1: 228,030 shares 228,030 $18.8M 0.21% -31,875 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,345 shares; 2024Q4: 107,542 shares; 2025Q1: 145,543 shares; 2025Q2: 146,137 shares; 2025Q3: 137,924 shares; 2025Q4: 209,936 shares; 2026Q1: 228,120 shares 228,120 $18.7M 0.2% +18,184 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: 3,066 shares; 2024Q4: 3,138 shares; 2025Q1: 6,009 shares; 2025Q2: 7,384 shares; 2025Q3: 8,364 shares; 2025Q4: 19,791 shares; 2026Q1: 21,179 shares 21,179 $18.5M 0.2% +1,388 Timeline OMFL 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: 68,284 shares; 2024Q4: 29,917 shares; 2025Q1: 28,190 shares; 2025Q2: 71,733 shares; 2025Q3: 84,093 shares; 2025Q4: 128,091 shares; 2026Q1: 306,114 shares 306,114 $18.4M 0.2% +178,023 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: 11,212 shares; 2024Q4: 10,591 shares; 2025Q1: 21,230 shares; 2025Q2: 25,504 shares; 2025Q3: 25,912 shares; 2025Q4: 27,078 shares; 2026Q1: 26,209 shares 26,209 $18.3M 0.2% -869 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,379 shares; 2024Q4: 94,282 shares; 2025Q1: 101,842 shares; 2025Q2: 102,024 shares; 2025Q3: 105,677 shares; 2025Q4: 113,980 shares; 2026Q1: 117,066 shares 117,066 $18.2M 0.2% +3,086 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: 91,222 shares; 2024Q4: 91,144 shares; 2025Q1: 99,884 shares; 2025Q2: 96,495 shares; 2025Q3: 94,209 shares; 2025Q4: 113,411 shares; 2026Q1: 115,844 shares 115,844 $18M 0.2% +2,433 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,847 shares; 2024Q4: 19,126 shares; 2025Q1: 27,827 shares; 2025Q2: 29,385 shares; 2025Q3: 33,214 shares; 2025Q4: 586,463 shares; 2026Q1: 615,436 shares 615,436 $18M 0.2% +28,973 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: 42,916 shares; 2024Q4: 42,657 shares; 2025Q1: 47,922 shares; 2025Q2: 55,852 shares; 2025Q3: 56,239 shares; 2025Q4: 61,051 shares; 2026Q1: 62,392 shares 62,392 $17.9M 0.2% +1,341 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: 16,400 shares; 2024Q4: 17,281 shares; 2025Q1: 31,015 shares; 2025Q2: 36,272 shares; 2025Q3: 45,703 shares; 2025Q4: 93,067 shares; 2026Q1: 87,296 shares 87,296 $17.8M 0.19% -5,771 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: 64,252 shares; 2024Q4: 63,760 shares; 2025Q1: 67,318 shares; 2025Q2: 69,419 shares; 2025Q3: 73,085 shares; 2025Q4: 113,039 shares; 2026Q1: 91,707 shares 91,707 $17.7M 0.19% -21,332 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: 10,281 shares; 2025Q1: 15,729 shares; 2025Q2: 16,090 shares; 2025Q3: 15,673 shares; 2025Q4: 77,735 shares; 2026Q1: 82,201 shares 82,201 $17.6M 0.19% +4,466 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507,422 shares 507,422 $17.5M 0.19% new 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: 5,890 shares; 2024Q4: 41,312 shares; 2025Q1: 36,439 shares; 2025Q2: 37,327 shares; 2025Q3: 36,535 shares; 2025Q4: 38,811 shares; 2026Q1: 37,219 shares 37,219 $17.2M 0.19% -1,592 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $17.2M 0.19% 0 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: 37,567 shares; 2024Q4: 40,148 shares; 2025Q1: 109,993 shares; 2025Q2: 140,007 shares; 2025Q3: 117,368 shares; 2025Q4: 51,334 shares; 2026Q1: 170,784 shares 170,784 $17.2M 0.19% +119,450 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,299 shares; 2024Q4: 205,527 shares; 2025Q1: 209,150 shares; 2025Q2: 423,722 shares; 2025Q3: 408,711 shares; 2025Q4: 417,920 shares; 2026Q1: 365,461 shares 365,461 $17.2M 0.19% -52,459 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,640 shares; 2024Q4: 92,842 shares; 2025Q1: 82,726 shares; 2025Q2: 72,642 shares; 2025Q3: 99,836 shares; 2025Q4: 284,216 shares; 2026Q1: 372,588 shares 372,588 $17.1M 0.19% +88,372 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: 36,234 shares; 2024Q4: 45,301 shares; 2025Q1: 35,137 shares; 2025Q2: 44,605 shares; 2025Q3: 48,379 shares; 2025Q4: 63,820 shares; 2026Q1: 63,123 shares 63,123 $16.5M 0.18% -697 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: 6,259 shares; 2024Q4: 6,087 shares; 2025Q1: 6,970 shares; 2025Q2: 8,868 shares; 2025Q3: 7,981 shares; 2025Q4: 122,711 shares; 2026Q1: 124,526 shares 124,526 $16.3M 0.18% +1,815 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,522 shares; 2024Q4: 117,279 shares; 2025Q1: 124,306 shares; 2025Q2: 127,763 shares; 2025Q3: 141,992 shares; 2025Q4: 155,566 shares; 2026Q1: 158,595 shares 158,595 $16.2M 0.18% +3,029 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,408 shares 198,408 $16M 0.17% new 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: 108,561 shares; 2024Q4: 135,447 shares; 2025Q1: 239,669 shares; 2025Q2: 284,624 shares; 2025Q3: 307,599 shares; 2025Q4: 307,228 shares; 2026Q1: 314,389 shares 314,389 $15.8M 0.17% +7,161 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: 19,645 shares; 2024Q4: 19,402 shares; 2025Q1: 21,480 shares; 2025Q2: 25,465 shares; 2025Q3: 26,568 shares; 2025Q4: 38,933 shares; 2026Q1: 43,060 shares 43,060 $15.2M 0.17% +4,127 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559,215 shares 559,215 $15M 0.16% new 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: 47,479 shares; 2024Q4: 56,007 shares; 2025Q1: 67,030 shares; 2025Q2: 69,813 shares; 2025Q3: 70,778 shares; 2025Q4: 90,037 shares; 2026Q1: 92,059 shares 92,059 $14.7M 0.16% +2,022 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,971 shares; 2024Q4: 52,228 shares; 2025Q1: 71,249 shares; 2025Q2: 68,475 shares; 2025Q3: 80,040 shares; 2025Q4: 147,386 shares; 2026Q1: 162,449 shares 162,449 $14.7M 0.16% +15,063 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: 144,081 shares; 2024Q4: 127,336 shares; 2025Q1: 157,588 shares; 2025Q2: 171,877 shares; 2025Q3: 156,601 shares; 2025Q4: 165,954 shares; 2026Q1: 183,970 shares 183,970 $14.4M 0.16% +18,016 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: 21,411 shares; 2024Q4: 32,894 shares; 2025Q1: 41,039 shares; 2025Q2: 39,210 shares; 2025Q3: 39,659 shares; 2025Q4: 67,537 shares; 2026Q1: 51,309 shares 51,309 $14.3M 0.16% -16,228 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: 19,188 shares; 2024Q4: 19,251 shares; 2025Q1: 17,367 shares; 2025Q2: 19,279 shares; 2025Q3: 27,486 shares; 2025Q4: 41,746 shares; 2026Q1: 40,098 shares 40,098 $14.3M 0.16% -1,648 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,154 shares; 2024Q4: 151,986 shares; 2025Q1: 110,822 shares; 2025Q2: 99,150 shares; 2025Q3: 96,230 shares; 2025Q4: 94,230 shares; 2026Q1: 167,301 shares 167,301 $14.2M 0.15% +73,071 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: 18,253 shares; 2024Q4: 19,393 shares; 2025Q1: 26,606 shares; 2025Q2: 28,668 shares; 2025Q3: 30,103 shares; 2025Q4: 39,298 shares; 2026Q1: 41,079 shares 41,079 $14.2M 0.15% +1,781 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: 133,375 shares; 2024Q4: 132,300 shares; 2025Q1: 144,105 shares; 2025Q2: 144,441 shares; 2025Q3: 157,184 shares; 2025Q4: 268,702 shares; 2026Q1: 307,570 shares 307,570 $14.1M 0.15% +38,868 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: 11,167 shares; 2024Q4: 24,402 shares; 2025Q1: 36,678 shares; 2025Q2: 44,266 shares; 2025Q3: 54,528 shares; 2025Q4: 77,438 shares; 2026Q1: 88,161 shares 88,161 $14.1M 0.15% +10,723 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,327 shares; 2024Q4: 127,536 shares; 2025Q1: 138,947 shares; 2025Q2: 142,948 shares; 2025Q3: 152,591 shares; 2025Q4: 159,359 shares; 2026Q1: 367,504 shares 367,504 $14.1M 0.15% +208,145 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: 81,911 shares; 2024Q4: 75,582 shares; 2025Q1: 77,787 shares; 2025Q2: 97,027 shares; 2025Q3: 117,969 shares; 2025Q4: 214,431 shares; 2026Q1: 281,255 shares 281,255 $14M 0.15% +66,824 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,723 shares; 2025Q1: 15,494 shares; 2025Q2: 18,833 shares; 2025Q3: 19,985 shares; 2025Q4: 32,725 shares; 2026Q1: 121,344 shares 121,344 $13.9M 0.15% +88,619 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: 34,084 shares; 2024Q4: 26,108 shares; 2025Q1: 41,994 shares; 2025Q2: 46,390 shares; 2025Q3: 45,309 shares; 2025Q4: 112,500 shares; 2026Q1: 120,926 shares 120,926 $13.9M 0.15% +8,426 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 449 shares; 2025Q1: 503 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 13,705 shares; 2026Q1: 18,986 shares 18,986 $13.8M 0.15% +5,281 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,753 shares; 2025Q1: 19,150 shares; 2025Q2: 72,249 shares; 2025Q3: 87,373 shares; 2025Q4: 320,305 shares; 2026Q1: 354,819 shares 354,819 $13.8M 0.15% +34,514 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,540 shares; 2025Q2: 31,898 shares; 2025Q3: 32,902 shares; 2025Q4: 42,656 shares; 2026Q1: 352,500 shares 352,500 $13.7M 0.15% +309,844 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 34,944 shares; 2025Q1: 213,185 shares; 2025Q2: 221,229 shares; 2025Q3: 247,293 shares; 2025Q4: 273,121 shares; 2026Q1: 276,098 shares 276,098 $13.6M 0.15% +2,977 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,596 shares 122,596 $13.6M 0.15% new 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: 5,820 shares; 2024Q4: 6,736 shares; 2025Q1: 7,157 shares; 2025Q2: 15,888 shares; 2025Q3: 15,195 shares; 2025Q4: 32,310 shares; 2026Q1: 34,654 shares 34,654 $13.5M 0.15% +2,344 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: 16,797 shares; 2025Q3: 102,634 shares; 2025Q4: 220,135 shares; 2026Q1: 409,659 shares 409,659 $13.5M 0.15% +189,524 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,215 shares 140,215 $13.4M 0.15% new 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: 20,678 shares; 2024Q4: 21,855 shares; 2025Q1: 33,403 shares; 2025Q2: 59,756 shares; 2025Q3: 125,876 shares; 2025Q4: 188,011 shares; 2026Q1: 256,400 shares 256,400 $13.3M 0.15% +68,389 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,462 shares; 2025Q1: 6,018 shares; 2025Q2: 290,893 shares; 2025Q3: 298,935 shares; 2025Q4: 297,345 shares; 2026Q1: 226,604 shares 226,604 $13.3M 0.14% -70,741 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: 20,666 shares; 2024Q4: 22,666 shares; 2025Q1: 26,838 shares; 2025Q2: 34,380 shares; 2025Q3: 34,773 shares; 2025Q4: 70,966 shares; 2026Q1: 66,646 shares 66,646 $13.3M 0.14% -4,320 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: 150,763 shares; 2024Q4: 150,790 shares; 2025Q1: 180,112 shares; 2025Q2: 200,775 shares; 2025Q3: 212,075 shares; 2025Q4: 431,720 shares; 2026Q1: 470,416 shares 470,416 $13.2M 0.14% +38,696 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: 14,398 shares; 2024Q4: 15,428 shares; 2025Q1: 19,152 shares; 2025Q2: 25,148 shares; 2025Q3: 28,923 shares; 2025Q4: 45,591 shares; 2026Q1: 38,683 shares 38,683 $13.1M 0.14% -6,908 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: 20,144 shares; 2024Q4: 22,068 shares; 2025Q1: 31,155 shares; 2025Q2: 37,100 shares; 2025Q3: 37,178 shares; 2025Q4: 56,713 shares; 2026Q1: 57,288 shares 57,288 $12.9M 0.14% +575 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,333 shares; 2024Q4: 141,892 shares; 2025Q1: 150,834 shares; 2025Q2: 61,759 shares; 2025Q3: 19,938 shares; 2025Q4: 313,785 shares; 2026Q1: 286,251 shares 286,251 $12.8M 0.14% -27,534 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: 12,306 shares; 2024Q4: 12,296 shares; 2025Q1: 14,367 shares; 2025Q2: 14,688 shares; 2025Q3: 13,643 shares; 2025Q4: 21,049 shares; 2026Q1: 21,007 shares 21,007 $12.7M 0.14% -42 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,891 shares; 2024Q4: 36,660 shares; 2025Q1: 41,444 shares; 2025Q2: 42,603 shares; 2025Q3: 42,434 shares; 2025Q4: 105,707 shares; 2026Q1: 115,549 shares 115,549 $12.6M 0.14% +9,842 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: 27,378 shares; 2024Q4: 30,321 shares; 2025Q1: 41,932 shares; 2025Q2: 43,170 shares; 2025Q3: 44,472 shares; 2025Q4: 54,524 shares; 2026Q1: 53,079 shares 53,079 $12.5M 0.14% -1,445 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: 28,164 shares; 2024Q4: 30,370 shares; 2025Q1: 76,874 shares; 2025Q2: 84,452 shares; 2025Q3: 56,293 shares; 2025Q4: 171,150 shares; 2026Q1: 203,890 shares 203,890 $12.4M 0.14% +32,740 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: 6,916 shares; 2024Q4: 29,466 shares; 2025Q1: 33,051 shares; 2025Q2: 83,926 shares; 2025Q3: 62,814 shares; 2025Q4: 71,381 shares; 2026Q1: 122,055 shares 122,055 $12.3M 0.13% +50,674 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,133 shares; 2025Q1: 21,789 shares; 2025Q2: 208,376 shares; 2025Q3: 162,758 shares; 2025Q4: 212,049 shares; 2026Q1: 485,736 shares 485,736 $12.2M 0.13% +273,687 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: 46,434 shares; 2024Q4: 46,022 shares; 2025Q1: 46,847 shares; 2025Q2: 47,355 shares; 2025Q3: 55,064 shares; 2025Q4: 108,928 shares; 2026Q1: 121,849 shares 121,849 $12M 0.13% +12,921 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 11,592 shares; 2025Q1: 13,774 shares; 2025Q2: 27,438 shares; 2025Q3: 78,927 shares; 2025Q4: 169,543 shares; 2026Q1: 234,815 shares 234,815 $11.9M 0.13% +65,272 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 4,788 shares; 2025Q1: 5,597 shares; 2025Q2: 35,495 shares; 2025Q3: 68,363 shares; 2025Q4: 144,833 shares; 2026Q1: 166,008 shares 166,008 $11.9M 0.13% +21,175 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: 48,576 shares; 2024Q4: 50,611 shares; 2025Q1: 60,709 shares; 2025Q2: 70,394 shares; 2025Q3: 71,647 shares; 2025Q4: 88,784 shares; 2026Q1: 114,576 shares 114,576 $11.8M 0.13% +25,792 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: 20,574 shares; 2024Q4: 20,679 shares; 2025Q1: 30,055 shares; 2025Q2: 30,713 shares; 2025Q3: 33,988 shares; 2025Q4: 56,656 shares; 2026Q1: 64,489 shares 64,489 $11.7M 0.13% +7,833 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: 10,611 shares; 2024Q4: 10,390 shares; 2025Q1: 11,177 shares; 2025Q2: 49,408 shares; 2025Q3: 52,060 shares; 2025Q4: 69,805 shares; 2026Q1: 98,806 shares 98,806 $11.7M 0.13% +29,001 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,129 shares; 2024Q4: 41,639 shares; 2025Q1: 52,391 shares; 2025Q2: 48,814 shares; 2025Q3: 48,734 shares; 2025Q4: 61,798 shares; 2026Q1: 72,430 shares 72,430 $11.7M 0.13% +10,632 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,713 shares; 2025Q2: 24,813 shares; 2025Q3: 67,613 shares; 2025Q4: 67,616 shares; 2026Q1: 67,616 shares 67,616 $11.6M 0.13% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,531 shares; 2025Q1: 47,322 shares; 2025Q2: 46,366 shares; 2025Q3: 47,668 shares; 2025Q4: 564,951 shares; 2026Q1: 536,274 shares 536,274 $11.6M 0.13% -28,677 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: 15,326 shares; 2024Q4: 17,475 shares; 2025Q1: 39,657 shares; 2025Q2: 45,353 shares; 2025Q3: 53,157 shares; 2025Q4: 103,370 shares; 2026Q1: 101,539 shares 101,539 $11.5M 0.13% -1,831 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: 57,534 shares; 2024Q4: 59,051 shares; 2025Q1: 62,102 shares; 2025Q2: 69,265 shares; 2025Q3: 65,670 shares; 2025Q4: 86,171 shares; 2026Q1: 86,997 shares 86,997 $11.5M 0.13% +826 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,643 shares; 2024Q4: 170,115 shares; 2025Q1: 157,941 shares; 2025Q2: 158,394 shares; 2025Q3: 177,638 shares; 2025Q4: 187,898 shares; 2026Q1: 228,397 shares 228,397 $11.4M 0.12% +40,499 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: 13,786 shares; 2024Q4: 12,499 shares; 2025Q1: 12,754 shares; 2025Q2: 43,241 shares; 2025Q3: 47,520 shares; 2025Q4: 175,400 shares; 2026Q1: 171,285 shares 171,285 $11.4M 0.12% -4,115 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,102 shares; 2025Q2: 9,590 shares; 2025Q3: 16,302 shares; 2025Q4: 281,052 shares; 2026Q1: 347,786 shares 347,786 $11.3M 0.12% +66,734 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: 2,503 shares; 2024Q4: 3,889 shares; 2025Q1: 4,482 shares; 2025Q2: 4,048 shares; 2025Q3: 4,081 shares; 2025Q4: 6,156 shares; 2026Q1: 27,548 shares 27,548 $11.2M 0.12% +21,392 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: 4,888 shares; 2024Q4: 8,294 shares; 2025Q1: 10,184 shares; 2025Q2: 20,048 shares; 2025Q3: 21,187 shares; 2025Q4: 112,156 shares; 2026Q1: 113,280 shares 113,280 $11.2M 0.12% +1,124 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: 50,655 shares; 2024Q4: 50,683 shares; 2025Q1: 50,048 shares; 2025Q2: 50,710 shares; 2025Q3: 49,701 shares; 2025Q4: 51,014 shares; 2026Q1: 50,804 shares 50,804 $11M 0.12% -210 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,688 shares; 2025Q1: 14,233 shares; 2025Q2: 13,821 shares; 2025Q3: 13,966 shares; 2025Q4: 15,319 shares; 2026Q1: 14,896 shares 14,896 $11M 0.12% -423 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,153 shares; 2025Q1: 127,349 shares; 2025Q2: 135,238 shares; 2025Q3: 138,644 shares; 2025Q4: 162,175 shares; 2026Q1: 97,865 shares 97,865 $11M 0.12% -64,310 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: 277,577 shares; 2024Q4: 278,047 shares; 2025Q1: 313,653 shares; 2025Q2: 401,469 shares; 2025Q3: 358,652 shares; 2025Q4: 447,159 shares; 2026Q1: 375,060 shares 375,060 $10.9M 0.12% -72,099 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,631 shares; 2025Q2: 20,333 shares; 2025Q3: 32,962 shares; 2025Q4: 63,523 shares; 2026Q1: 106,967 shares 106,967 $10.8M 0.12% +43,444 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: 11,204 shares; 2024Q4: 20,526 shares; 2025Q1: 21,600 shares; 2025Q2: 22,039 shares; 2025Q3: 21,259 shares; 2025Q4: 45,724 shares; 2026Q1: 35,541 shares 35,541 $10.8M 0.12% -10,183 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: 37,648 shares; 2024Q4: 31,299 shares; 2025Q1: 34,055 shares; 2025Q2: 48,088 shares; 2025Q3: 80,240 shares; 2025Q4: 166,017 shares; 2026Q1: 182,573 shares 182,573 $10.7M 0.12% +16,556 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,467 shares; 2024Q4: 413,513 shares; 2025Q1: 484,278 shares; 2025Q2: 264,554 shares; 2025Q3: 221,841 shares; 2025Q4: 271,842 shares; 2026Q1: 316,548 shares 316,548 $10.7M 0.12% +44,706 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: 50,914 shares; 2024Q4: 187,235 shares; 2025Q1: 446,381 shares; 2025Q2: 466,646 shares; 2025Q3: 440,397 shares; 2025Q4: 408,315 shares; 2026Q1: 348,107 shares 348,107 $10.7M 0.12% -60,208 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446,859 shares 446,859 $10.6M 0.12% new 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: 80,083 shares; 2024Q4: 65,734 shares; 2025Q1: 75,353 shares; 2025Q2: 81,840 shares; 2025Q3: 86,350 shares; 2025Q4: 101,903 shares; 2026Q1: 109,229 shares 109,229 $10.5M 0.12% +7,326 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: 42,350 shares; 2024Q4: 46,363 shares; 2025Q1: 50,342 shares; 2025Q2: 52,562 shares; 2025Q3: 53,091 shares; 2025Q4: 88,257 shares; 2026Q1: 81,661 shares 81,661 $10.5M 0.11% -6,596 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 12,494 shares; 2025Q1: 19,673 shares; 2025Q2: 26,997 shares; 2025Q3: 35,660 shares; 2025Q4: 44,806 shares; 2026Q1: 48,041 shares 48,041 $10.5M 0.11% +3,235 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: 30,017 shares; 2024Q4: 29,719 shares; 2025Q1: 37,647 shares; 2025Q2: 52,811 shares; 2025Q3: 55,308 shares; 2025Q4: 72,108 shares; 2026Q1: 75,185 shares 75,185 $10.5M 0.11% +3,077 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: 50,020 shares; 2024Q4: 52,037 shares; 2025Q1: 59,768 shares; 2025Q2: 96,153 shares; 2025Q3: 106,678 shares; 2025Q4: 133,337 shares; 2026Q1: 115,615 shares 115,615 $10.4M 0.11% -17,722 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321,433 shares 321,433 $10.4M 0.11% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 17,118 shares; 2025Q1: 38,775 shares; 2025Q2: 41,400 shares; 2025Q3: 31,774 shares; 2025Q4: 76,338 shares; 2026Q1: 62,689 shares 62,689 $10.3M 0.11% -13,649 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: 138,924 shares; 2024Q4: 142,005 shares; 2025Q1: 130,618 shares; 2025Q2: 151,522 shares; 2025Q3: 166,496 shares; 2025Q4: 221,831 shares; 2026Q1: 213,161 shares 213,161 $10.2M 0.11% -8,670 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,057 shares; 2025Q3: 73,723 shares; 2025Q4: 75,125 shares; 2026Q1: 85,517 shares 85,517 $10.2M 0.11% +10,392 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 12,041 shares; 2025Q1: 12,786 shares; 2025Q2: 15,663 shares; 2025Q3: 26,390 shares; 2025Q4: 40,372 shares; 2026Q1: 31,862 shares 31,862 $10.1M 0.11% -8,510 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,675 shares; 2025Q3: 85,539 shares; 2025Q4: 97,636 shares; 2026Q1: 245,616 shares 245,616 $9.96M 0.11% +147,980 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,652 shares; 2024Q4: 402,079 shares; 2025Q1: 422,389 shares; 2025Q2: 219,732 shares; 2025Q3: 133,547 shares; 2025Q4: 144,790 shares; 2026Q1: 559,861 shares 559,861 $9.94M 0.11% +415,071 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,911 shares; 2025Q1: 68,716 shares; 2025Q2: 59,867 shares; 2025Q3: 56,966 shares; 2025Q4: 69,424 shares; 2026Q1: 110,950 shares 110,950 $9.91M 0.11% +41,526 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,441 shares; 2024Q4: 1,028,605 shares; 2025Q1: 171,460 shares; 2025Q2: 170,901 shares; 2025Q3: 171,369 shares; 2025Q4: 173,491 shares; 2026Q1: 194,661 shares 194,661 $9.86M 0.11% +21,170 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: 15,179 shares; 2024Q4: 15,479 shares; 2025Q1: 15,752 shares; 2025Q2: 18,841 shares; 2025Q3: 19,160 shares; 2025Q4: 30,873 shares; 2026Q1: 28,694 shares 28,694 $9.85M 0.11% -2,179 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: 16,484 shares; 2024Q4: 19,110 shares; 2025Q1: 24,821 shares; 2025Q2: 25,433 shares; 2025Q3: 25,348 shares; 2025Q4: 33,489 shares; 2026Q1: 30,769 shares 30,769 $9.79M 0.11% -2,720 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: 20,267 shares; 2024Q4: 18,412 shares; 2025Q1: 13,834 shares; 2025Q2: 16,295 shares; 2025Q3: 9,876 shares; 2025Q4: 11,098 shares; 2026Q1: 87,575 shares 87,575 $9.75M 0.11% +76,477 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,322 shares; 2024Q4: 85,463 shares; 2025Q1: 100,194 shares; 2025Q2: 99,235 shares; 2025Q3: 98,638 shares; 2025Q4: 99,281 shares; 2026Q1: 100,379 shares 100,379 $9.73M 0.11% +1,098 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,326 shares; 2024Q4: 76,020 shares; 2025Q1: 54,005 shares; 2025Q2: 62,919 shares; 2025Q3: 71,957 shares; 2025Q4: 143,326 shares; 2026Q1: 170,247 shares 170,247 $9.67M 0.11% +26,921 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,229 shares; 2024Q4: 108,490 shares; 2025Q1: 135,973 shares; 2025Q2: 135,707 shares; 2025Q3: 96,615 shares; 2025Q4: 111,292 shares; 2026Q1: 335,844 shares 335,844 $9.64M 0.11% +224,552 Timeline FLGV 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: 156,646 shares; 2024Q4: 223,224 shares; 2025Q1: 300,737 shares; 2025Q2: 339,010 shares; 2025Q3: 394,353 shares; 2025Q4: 424,895 shares; 2026Q1: 471,254 shares 471,254 $9.63M 0.11% +46,359 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: 83,906 shares; 2024Q4: 86,942 shares; 2025Q1: 114,212 shares; 2025Q2: 127,106 shares; 2025Q3: 120,349 shares; 2025Q4: 135,366 shares; 2026Q1: 145,345 shares 145,345 $9.59M 0.1% +9,979 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 3,122 shares; 2025Q1: 3,951 shares; 2025Q2: 4,618 shares; 2025Q3: 4,679 shares; 2025Q4: 8,007 shares; 2026Q1: 7,205 shares 7,205 $9.52M 0.1% -802 Timeline IMFL 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: not reported; 2024Q4: not reported; 2025Q1: 20,172 shares; 2025Q2: 29,135 shares; 2025Q3: 31,649 shares; 2025Q4: 61,943 shares; 2026Q1: 297,565 shares 297,565 $9.41M 0.1% +235,622 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,459 shares; 2024Q4: 33,760 shares; 2025Q1: 39,100 shares; 2025Q2: 47,657 shares; 2025Q3: 56,064 shares; 2025Q4: 71,837 shares; 2026Q1: 77,097 shares 77,097 $9.34M 0.1% +5,260 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,564 shares; 2025Q2: 96,946 shares; 2025Q3: 308,903 shares; 2025Q4: 369,074 shares; 2026Q1: 317,661 shares 317,661 $9.33M 0.1% -51,413 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: 72,431 shares; 2024Q4: 92,691 shares; 2025Q1: 112,847 shares; 2025Q2: 151,033 shares; 2025Q3: 160,309 shares; 2025Q4: 161,272 shares; 2026Q1: 164,098 shares 164,098 $9.3M 0.1% +2,826 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 7,168 shares; 2025Q3: 8,529 shares; 2025Q4: 35,638 shares; 2026Q1: 37,009 shares 37,009 $9.27M 0.1% +1,371 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: 40,725 shares; 2024Q4: 40,246 shares; 2025Q1: 43,840 shares; 2025Q2: 52,094 shares; 2025Q3: 65,959 shares; 2025Q4: 122,847 shares; 2026Q1: 66,869 shares 66,869 $9.25M 0.1% -55,978 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: 19,981 shares; 2024Q4: 20,246 shares; 2025Q1: 26,544 shares; 2025Q2: 28,393 shares; 2025Q3: 28,724 shares; 2025Q4: 38,366 shares; 2026Q1: 40,208 shares 40,208 $9.24M 0.1% +1,842 Timeline DFNM 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: not reported; 2025Q4: not reported; 2026Q1: 192,157 shares 192,157 $9.21M 0.1% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 5,036 shares; 2025Q1: 15,245 shares; 2025Q2: 11,267 shares; 2025Q3: 10,538 shares; 2025Q4: 136,448 shares; 2026Q1: 148,586 shares 148,586 $9.16M 0.1% +12,138 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,147 shares; 2025Q2: 14,898 shares; 2025Q3: 37,644 shares; 2025Q4: 87,054 shares; 2026Q1: 92,431 shares 92,431 $9.16M 0.1% +5,377 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,737 shares; 2024Q4: 25,460 shares; 2025Q1: 25,664 shares; 2025Q2: 27,032 shares; 2025Q3: 26,326 shares; 2025Q4: 45,238 shares; 2026Q1: 30,012 shares 30,012 $9.13M 0.1% -15,226 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: 35,591 shares; 2024Q4: 40,170 shares; 2025Q1: 38,357 shares; 2025Q2: 30,212 shares; 2025Q3: 28,787 shares; 2025Q4: 50,074 shares; 2026Q1: 45,875 shares 45,875 $9.1M 0.1% -4,199 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: 38,971 shares; 2024Q4: 38,313 shares; 2025Q1: 61,669 shares; 2025Q2: 124,802 shares; 2025Q3: 102,741 shares; 2025Q4: 98,261 shares; 2026Q1: 122,726 shares 122,726 $9.04M 0.1% +24,465 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: 9,873 shares; 2024Q4: 12,145 shares; 2025Q1: 13,150 shares; 2025Q2: 17,787 shares; 2025Q3: 11,491 shares; 2025Q4: 15,479 shares; 2026Q1: 19,596 shares 19,596 $9.03M 0.1% +4,117 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: 42,463 shares; 2024Q4: 42,428 shares; 2025Q1: 45,333 shares; 2025Q2: 51,086 shares; 2025Q3: 50,959 shares; 2025Q4: 62,701 shares; 2026Q1: 68,916 shares 68,916 $9.02M 0.1% +6,215 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: 29,513 shares; 2024Q4: 30,603 shares; 2025Q1: 36,675 shares; 2025Q2: 37,913 shares; 2025Q3: 37,242 shares; 2025Q4: 46,617 shares; 2026Q1: 43,501 shares 43,501 $8.84M 0.1% -3,116 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: 64,290 shares; 2024Q4: 136,607 shares; 2025Q1: 191,755 shares; 2025Q2: 228,560 shares; 2025Q3: 255,972 shares; 2025Q4: 314,448 shares; 2026Q1: 345,434 shares 345,434 $8.83M 0.1% +30,986 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,698 shares; 2024Q4: 58,819 shares; 2025Q1: 61,278 shares; 2025Q2: 69,508 shares; 2025Q3: 70,790 shares; 2025Q4: 80,757 shares; 2026Q1: 76,766 shares 76,766 $8.82M 0.1% -3,991 Timeline EDIV 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: 259,456 shares; 2024Q4: 253,598 shares; 2025Q1: 249,491 shares; 2025Q2: 242,807 shares; 2025Q3: 236,579 shares; 2025Q4: 236,300 shares; 2026Q1: 222,539 shares 222,539 $8.79M 0.1% -13,761 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,358 shares; 2024Q4: 198,361 shares; 2025Q1: 215,430 shares; 2025Q2: 222,496 shares; 2025Q3: 238,902 shares; 2025Q4: 248,809 shares; 2026Q1: 261,279 shares 261,279 $8.77M 0.1% +12,470 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,377 shares; 2025Q2: 163,416 shares; 2025Q3: 164,834 shares; 2025Q4: 185,552 shares; 2026Q1: 181,063 shares 181,063 $8.72M 0.1% -4,489 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,191 shares; 2024Q4: 82,968 shares; 2025Q1: 107,748 shares; 2025Q2: 126,165 shares; 2025Q3: 155,497 shares; 2025Q4: 170,464 shares; 2026Q1: 195,993 shares 195,993 $8.7M 0.09% +25,529 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: 18,891 shares; 2024Q4: 18,202 shares; 2025Q1: 20,181 shares; 2025Q2: 22,684 shares; 2025Q3: 21,655 shares; 2025Q4: 35,625 shares; 2026Q1: 35,204 shares 35,204 $8.54M 0.09% -421 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: 2,634 shares; 2024Q4: 2,962 shares; 2025Q1: 3,807 shares; 2025Q2: 4,206 shares; 2025Q3: 4,435 shares; 2025Q4: 51,358 shares; 2026Q1: 80,972 shares 80,972 $8.47M 0.09% +29,614 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: 33,092 shares; 2024Q4: 54,722 shares; 2025Q1: 71,885 shares; 2025Q2: 39,096 shares; 2025Q3: 56,276 shares; 2025Q4: 119,492 shares; 2026Q1: 112,499 shares 112,499 $8.46M 0.09% -6,993 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH 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: 445,440 shares; 2025Q4: 446,595 shares; 2026Q1: 447,764 shares 447,764 $8.44M 0.09% +1,169 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: 29,421 shares; 2024Q4: 30,454 shares; 2025Q1: 49,486 shares; 2025Q2: 50,012 shares; 2025Q3: 47,519 shares; 2025Q4: 61,116 shares; 2026Q1: 50,828 shares 50,828 $8.4M 0.09% -10,288 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,289 shares; 2025Q1: 7,063 shares; 2025Q2: 7,586 shares; 2025Q3: 7,449 shares; 2025Q4: 9,005 shares; 2026Q1: 8,668 shares 8,668 $8.34M 0.09% -337 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,246 shares; 2025Q1: 14,356 shares; 2025Q2: 20,967 shares; 2025Q3: 25,939 shares; 2025Q4: 308,485 shares; 2026Q1: 319,268 shares 319,268 $8.26M 0.09% +10,783 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: 66,744 shares; 2024Q4: 63,958 shares; 2025Q1: 69,725 shares; 2025Q2: 72,707 shares; 2025Q3: 69,264 shares; 2025Q4: 112,188 shares; 2026Q1: 85,251 shares 85,251 $8.22M 0.09% -26,937 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: 42,799 shares; 2024Q4: 45,973 shares; 2025Q1: 46,097 shares; 2025Q2: 50,809 shares; 2025Q3: 54,142 shares; 2025Q4: 55,403 shares; 2026Q1: 56,543 shares 56,543 $8.18M 0.09% +1,140 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: 127,036 shares; 2024Q4: 69,671 shares; 2025Q1: 56,567 shares; 2025Q2: 83,985 shares; 2025Q3: 85,186 shares; 2025Q4: 93,655 shares; 2026Q1: 87,429 shares 87,429 $8.11M 0.09% -6,226 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,733 shares; 2024Q4: 165,494 shares; 2025Q1: 169,337 shares; 2025Q2: 178,946 shares; 2025Q3: 223,563 shares; 2025Q4: 436,170 shares; 2026Q1: 225,044 shares 225,044 $8.08M 0.09% -211,126 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,844 shares; 2024Q4: 43,195 shares; 2025Q1: 41,767 shares; 2025Q2: 53,933 shares; 2025Q3: 67,590 shares; 2025Q4: 100,909 shares; 2026Q1: 171,338 shares 171,338 $8.02M 0.09% +70,429 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,827 shares; 2025Q1: 9,215 shares; 2025Q2: 17,914 shares; 2025Q3: 44,307 shares; 2025Q4: 52,168 shares; 2026Q1: 33,383 shares 33,383 $8.01M 0.09% -18,785 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: 19,769 shares; 2024Q4: 71,891 shares; 2025Q1: 87,572 shares; 2025Q2: 99,622 shares; 2025Q3: 96,781 shares; 2025Q4: 143,812 shares; 2026Q1: 156,828 shares 156,828 $7.94M 0.09% +13,016 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,697 shares; 2025Q1: 125,116 shares; 2025Q2: 178,701 shares; 2025Q3: 192,930 shares; 2025Q4: 187,607 shares; 2026Q1: 194,238 shares 194,238 $7.86M 0.09% +6,631 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: 2,990 shares; 2024Q4: 11,841 shares; 2025Q1: 12,521 shares; 2025Q2: 12,971 shares; 2025Q3: 12,575 shares; 2025Q4: 14,447 shares; 2026Q1: 14,580 shares 14,580 $7.84M 0.09% +133 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,774 shares; 2025Q2: 44,906 shares; 2025Q3: 140,611 shares; 2025Q4: 252,445 shares; 2026Q1: 248,074 shares 248,074 $7.83M 0.09% -4,371 Timeline FEMB 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: 109,438 shares; 2024Q4: 13,513 shares; 2025Q1: 12,825 shares; 2025Q2: 72,667 shares; 2025Q3: 15,195 shares; 2025Q4: 20,480 shares; 2026Q1: 271,554 shares 271,554 $7.8M 0.09% +251,074 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: 53,674 shares; 2024Q4: 51,666 shares; 2025Q1: 58,289 shares; 2025Q2: 64,633 shares; 2025Q3: 62,733 shares; 2025Q4: 75,256 shares; 2026Q1: 67,317 shares 67,317 $7.74M 0.08% -7,939 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,109 shares; 2026Q1: 218,576 shares 218,576 $7.73M 0.08% +14,467 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,234 shares; 2024Q4: 116,556 shares; 2025Q1: 78,987 shares; 2025Q2: 140,585 shares; 2025Q3: 156,031 shares; 2025Q4: 202,337 shares; 2026Q1: 141,185 shares 141,185 $7.7M 0.08% -61,152 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: 17,954 shares; 2024Q4: 17,362 shares; 2025Q1: 19,591 shares; 2025Q2: 30,785 shares; 2025Q3: 34,093 shares; 2025Q4: 59,810 shares; 2026Q1: 80,960 shares 80,960 $7.69M 0.08% +21,150 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 26,261 shares; 2025Q1: 29,665 shares; 2025Q2: 31,906 shares; 2025Q3: 36,368 shares; 2025Q4: 39,456 shares; 2026Q1: 41,651 shares 41,651 $7.68M 0.08% +2,195 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: not reported; 2024Q4: 374,783 shares; 2025Q1: 516,337 shares; 2025Q2: 458,386 shares; 2025Q3: 501,528 shares; 2025Q4: 291,236 shares; 2026Q1: 298,997 shares 298,997 $7.67M 0.08% +7,761 Timeline FCVT 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: 79,562 shares; 2024Q4: 149,275 shares; 2025Q1: 156,260 shares; 2025Q2: 304,201 shares; 2025Q3: 163,784 shares; 2025Q4: 347,194 shares; 2026Q1: 172,565 shares 172,565 $7.62M 0.08% -174,629 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240,946 shares; 2025Q3: 285,803 shares; 2025Q4: 346,090 shares; 2026Q1: 363,312 shares 363,312 $7.62M 0.08% +17,222 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: 10,579 shares; 2024Q4: 9,164 shares; 2025Q1: 18,455 shares; 2025Q2: 11,603 shares; 2025Q3: 10,766 shares; 2025Q4: 23,300 shares; 2026Q1: 22,247 shares 22,247 $7.6M 0.08% -1,053 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: 15,512 shares; 2025Q1: 16,886 shares; 2025Q2: 17,304 shares; 2025Q3: 16,823 shares; 2025Q4: 56,247 shares; 2026Q1: 61,736 shares 61,736 $7.58M 0.08% +5,489 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: 15,299 shares; 2024Q4: 15,902 shares; 2025Q1: 14,592 shares; 2025Q2: 14,843 shares; 2025Q3: 14,369 shares; 2025Q4: 20,393 shares; 2026Q1: 26,004 shares 26,004 $7.55M 0.08% +5,611 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: 33,267 shares; 2024Q4: 35,434 shares; 2025Q1: 38,409 shares; 2025Q2: 39,847 shares; 2025Q3: 41,366 shares; 2025Q4: 67,648 shares; 2026Q1: 68,820 shares 68,820 $7.55M 0.08% +1,172 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,822 shares; 2024Q4: 35,904 shares; 2025Q1: 35,288 shares; 2025Q2: 37,006 shares; 2025Q3: 47,481 shares; 2025Q4: 133,788 shares; 2026Q1: 107,448 shares 107,448 $7.54M 0.08% -26,340 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: not reported; 2026Q1: 240,709 shares 240,709 $7.46M 0.08% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,596 shares; 2024Q4: 156,111 shares; 2025Q1: 155,094 shares; 2025Q2: 188,553 shares; 2025Q3: 236,974 shares; 2025Q4: 457,239 shares; 2026Q1: 270,327 shares 270,327 $7.36M 0.08% -186,912 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: 66,036 shares; 2024Q4: 65,863 shares; 2025Q1: 47,540 shares; 2025Q2: 52,948 shares; 2025Q3: 53,222 shares; 2025Q4: 103,116 shares; 2026Q1: 84,927 shares 84,927 $7.36M 0.08% -18,189 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: 21,999 shares; 2024Q4: 21,333 shares; 2025Q1: 25,704 shares; 2025Q2: 24,910 shares; 2025Q3: 25,667 shares; 2025Q4: 29,995 shares; 2026Q1: 26,969 shares 26,969 $7.3M 0.08% -3,026 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,450 shares; 2025Q2: 23,349 shares; 2025Q3: 44,739 shares; 2025Q4: 87,413 shares; 2026Q1: 285,922 shares 285,922 $7.29M 0.08% +198,509 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: 50,631 shares; 2024Q4: 51,264 shares; 2025Q1: 55,401 shares; 2025Q2: 39,692 shares; 2025Q3: 36,590 shares; 2025Q4: 60,730 shares; 2026Q1: 61,040 shares 61,040 $7.23M 0.08% +310 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,913 shares; 2024Q4: 48,014 shares; 2025Q1: 50,129 shares; 2025Q2: 50,283 shares; 2025Q3: 50,494 shares; 2025Q4: 54,582 shares; 2026Q1: 54,922 shares 54,922 $7.2M 0.08% +340 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: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 6,661 shares; 2025Q4: 8,051 shares; 2026Q1: 77,519 shares 77,519 $7.19M 0.08% +69,468 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: 4,078 shares; 2024Q4: 4,001 shares; 2025Q1: 5,522 shares; 2025Q2: 7,383 shares; 2025Q3: 6,141 shares; 2025Q4: 12,748 shares; 2026Q1: 12,753 shares 12,753 $7.18M 0.08% +5 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,779 shares; 2024Q4: 86,812 shares; 2025Q1: 107,712 shares; 2025Q2: 98,963 shares; 2025Q3: 107,864 shares; 2025Q4: 122,951 shares; 2026Q1: 152,185 shares 152,185 $7.16M 0.08% +29,234 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160,835 shares; 2025Q2: 167,350 shares; 2025Q3: 237,559 shares; 2025Q4: 483,650 shares; 2026Q1: 233,304 shares 233,304 $7.12M 0.08% -250,346 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: 3,922 shares; 2024Q4: 3,952 shares; 2025Q1: 6,184 shares; 2025Q2: 15,450 shares; 2025Q3: 15,840 shares; 2025Q4: 39,024 shares; 2026Q1: 42,980 shares 42,980 $7.05M 0.08% +3,956 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: 23,037 shares; 2025Q3: 48,992 shares; 2025Q4: 111,316 shares; 2026Q1: 192,269 shares 192,269 $6.96M 0.08% +80,953 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: 10,735 shares; 2024Q4: 10,929 shares; 2025Q1: 11,901 shares; 2025Q2: 12,354 shares; 2025Q3: 12,285 shares; 2025Q4: 14,092 shares; 2026Q1: 24,220 shares 24,220 $6.95M 0.08% +10,128 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,263 shares; 2024Q4: 15,022 shares; 2025Q1: 14,886 shares; 2025Q2: 14,792 shares; 2025Q3: 16,594 shares; 2025Q4: 17,667 shares; 2026Q1: 19,118 shares 19,118 $6.94M 0.08% +1,451 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: 13,889 shares; 2024Q4: 15,148 shares; 2025Q1: 21,732 shares; 2025Q2: 22,045 shares; 2025Q3: 21,936 shares; 2025Q4: 25,112 shares; 2026Q1: 26,596 shares 26,596 $6.92M 0.08% +1,484 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,405 shares; 2024Q4: 19,856 shares; 2025Q1: 29,775 shares; 2025Q2: 43,535 shares; 2025Q3: 122,234 shares; 2025Q4: 129,706 shares; 2026Q1: 136,100 shares 136,100 $6.89M 0.08% +6,394 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186,599 shares 186,599 $6.86M 0.07% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 4,148 shares; 2025Q1: 4,523 shares; 2025Q2: 4,000 shares; 2025Q3: 3,923 shares; 2025Q4: 35,689 shares; 2026Q1: 40,332 shares 40,332 $6.81M 0.07% +4,643 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly 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: 65,745 shares; 2026Q1: 59,600 shares 59,600 $6.77M 0.07% -6,145 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: not reported; 2024Q4: 16,675 shares; 2025Q1: 17,789 shares; 2025Q2: 19,819 shares; 2025Q3: 16,924 shares; 2025Q4: 60,409 shares; 2026Q1: 37,051 shares 37,051 $6.76M 0.07% -23,358 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 9,709 shares; 2026Q1: 8,502 shares 8,502 $6.72M 0.07% -1,207 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: 52,492 shares; 2024Q4: 51,516 shares; 2025Q1: 41,610 shares; 2025Q2: 60,438 shares; 2025Q3: 58,329 shares; 2025Q4: 110,331 shares; 2026Q1: 126,622 shares 126,622 $6.69M 0.07% +16,291 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,103 shares; 2024Q4: 129,826 shares; 2025Q1: 166,982 shares; 2025Q2: 218,658 shares; 2025Q3: 216,775 shares; 2025Q4: 333,306 shares; 2026Q1: 345,555 shares 345,555 $6.67M 0.07% +12,249 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,225 shares; 2024Q4: 61,309 shares; 2025Q1: 58,770 shares; 2025Q2: 53,824 shares; 2025Q3: 58,977 shares; 2025Q4: 64,257 shares; 2026Q1: 287,722 shares 287,722 $6.59M 0.07% +223,465 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,261 shares; 2025Q3: 7,920 shares; 2025Q4: 162,820 shares; 2026Q1: 255,915 shares 255,915 $6.56M 0.07% +93,095 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,879 shares; 2024Q4: 23,360 shares; 2025Q1: 22,333 shares; 2025Q2: 22,974 shares; 2025Q3: 24,842 shares; 2025Q4: 24,692 shares; 2026Q1: 37,689 shares 37,689 $6.52M 0.07% +12,997 Timeline FFLC 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: 16,761 shares; 2024Q4: 57,708 shares; 2025Q1: 127,983 shares; 2025Q2: 127,785 shares; 2025Q3: 127,168 shares; 2025Q4: 127,193 shares; 2026Q1: 126,263 shares 126,263 $6.48M 0.07% -930 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: 22,023 shares; 2024Q4: 22,250 shares; 2025Q1: 34,539 shares; 2025Q2: 36,935 shares; 2025Q3: 37,439 shares; 2025Q4: 51,271 shares; 2026Q1: 49,331 shares 49,331 $6.47M 0.07% -1,940 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,518 shares; 2025Q2: 11,732 shares; 2025Q3: 13,712 shares; 2025Q4: 33,948 shares; 2026Q1: 39,462 shares 39,462 $6.46M 0.07% +5,514 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: 17,589 shares; 2024Q4: 17,992 shares; 2025Q1: 18,971 shares; 2025Q2: 20,132 shares; 2025Q3: 21,929 shares; 2025Q4: 24,717 shares; 2026Q1: 24,965 shares 24,965 $6.42M 0.07% +248 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 234,336 shares; 2026Q1: 236,282 shares 236,282 $6.41M 0.07% +1,946 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 4,161 shares; 2025Q4: 2,794 shares; 2026Q1: 61,673 shares 61,673 $6.38M 0.07% +58,879 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 6,809 shares; 2025Q1: 6,954 shares; 2025Q2: 7,857 shares; 2025Q3: 7,781 shares; 2025Q4: 12,913 shares; 2026Q1: 14,588 shares 14,588 $6.33M 0.07% +1,675 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 81,472 shares; 2025Q1: 101,423 shares; 2025Q2: 44,447 shares; 2025Q3: 98,356 shares; 2025Q4: 229,699 shares; 2026Q1: 264,398 shares 264,398 $6.3M 0.07% +34,699 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,191 shares; 2025Q4: 149,180 shares; 2026Q1: 147,105 shares 147,105 $6.28M 0.07% -2,075 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: 81,276 shares; 2024Q4: 75,410 shares; 2025Q1: 99,375 shares; 2025Q2: 106,812 shares; 2025Q3: 85,247 shares; 2025Q4: 212,239 shares; 2026Q1: 142,271 shares 142,271 $6.28M 0.07% -69,968 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,115 shares; 2025Q2: 7,517 shares; 2025Q3: 7,238 shares; 2025Q4: 56,527 shares; 2026Q1: 60,425 shares 60,425 $6.27M 0.07% +3,898 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,153 shares; 2026Q1: 83,857 shares 83,857 $6.27M 0.07% -4,296 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,212 shares; 2024Q4: 20,011 shares; 2025Q1: 43,346 shares; 2025Q2: 51,347 shares; 2025Q3: 53,395 shares; 2025Q4: 54,533 shares; 2026Q1: 62,570 shares 62,570 $6.22M 0.07% +8,037 Timeline JMEE 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: 10,116 shares; 2024Q4: 13,353 shares; 2025Q1: 20,482 shares; 2025Q2: 32,626 shares; 2025Q3: 36,586 shares; 2025Q4: 47,448 shares; 2026Q1: 92,998 shares 92,998 $6.21M 0.07% +45,550 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,376 shares; 2024Q4: 48,132 shares; 2025Q1: 67,939 shares; 2025Q2: 133,377 shares; 2025Q3: 128,035 shares; 2025Q4: 132,957 shares; 2026Q1: 117,475 shares 117,475 $6.16M 0.07% -15,482 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: 57,688 shares; 2024Q4: 11,891 shares; 2025Q1: 11,917 shares; 2025Q2: 8,324 shares; 2025Q3: 10,211 shares; 2025Q4: 75,595 shares; 2026Q1: 77,862 shares 77,862 $6.12M 0.07% +2,267 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 7,952 shares; 2025Q1: 10,243 shares; 2025Q2: 10,778 shares; 2025Q3: 10,753 shares; 2025Q4: 15,005 shares; 2026Q1: 14,385 shares 14,385 $6.12M 0.07% -620 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: 3,015 shares; 2024Q4: 3,262 shares; 2025Q1: 4,939 shares; 2025Q2: 7,558 shares; 2025Q3: 7,560 shares; 2025Q4: 7,299 shares; 2026Q1: 6,830 shares 6,830 $6.11M 0.07% -469 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,477 shares; 2025Q2: 1,611 shares; 2025Q3: 1,900 shares; 2025Q4: 16,787 shares; 2026Q1: 11,711 shares 11,711 $6.11M 0.07% -5,076 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: 7,535 shares; 2024Q4: 8,575 shares; 2025Q1: 14,876 shares; 2025Q2: 15,626 shares; 2025Q3: 15,332 shares; 2025Q4: 20,960 shares; 2026Q1: 18,364 shares 18,364 $6.03M 0.07% -2,596 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,874 shares; 2024Q4: 199,950 shares; 2025Q1: 319,061 shares; 2025Q2: 318,686 shares; 2025Q3: 333,264 shares; 2025Q4: 335,329 shares; 2026Q1: 341,258 shares 341,258 $5.99M 0.07% +5,929 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: 30,887 shares; 2024Q4: 46,212 shares; 2025Q1: 51,080 shares; 2025Q2: 43,850 shares; 2025Q3: 32,240 shares; 2025Q4: 33,478 shares; 2026Q1: 32,069 shares 32,069 $5.98M 0.07% -1,409 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: 40,985 shares; 2025Q4: 55,326 shares; 2026Q1: 84,310 shares 84,310 $5.97M 0.07% +28,984 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: 9,114 shares; 2024Q4: 8,691 shares; 2025Q1: 10,832 shares; 2025Q2: 12,410 shares; 2025Q3: 12,213 shares; 2025Q4: 14,835 shares; 2026Q1: 14,306 shares 14,306 $5.96M 0.07% -529 Timeline BKLN 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: 71,808 shares; 2024Q4: 72,592 shares; 2025Q1: 116,127 shares; 2025Q2: 155,923 shares; 2025Q3: 166,745 shares; 2025Q4: 190,684 shares; 2026Q1: 291,910 shares 291,910 $5.96M 0.07% +101,226 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 5,958 shares; 2025Q1: 5,522 shares; 2025Q2: 4,959 shares; 2025Q3: 38,879 shares; 2025Q4: 44,109 shares; 2026Q1: 50,163 shares 50,163 $5.94M 0.06% +6,054 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,628 shares; 2024Q4: 23,205 shares; 2025Q1: 42,475 shares; 2025Q2: 73,713 shares; 2025Q3: 83,260 shares; 2025Q4: 91,438 shares; 2026Q1: 106,519 shares 106,519 $5.91M 0.06% +15,081 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,561 shares; 2024Q4: 66,139 shares; 2025Q1: 70,912 shares; 2025Q2: 65,470 shares; 2025Q3: 81,056 shares; 2025Q4: 130,591 shares; 2026Q1: 116,728 shares 116,728 $5.87M 0.06% -13,863 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,461 shares; 2026Q1: 148,883 shares 148,883 $5.87M 0.06% +138,422 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,210 shares; 2024Q4: 120,278 shares; 2025Q1: 117,577 shares; 2025Q2: 115,152 shares; 2025Q3: 110,355 shares; 2025Q4: 114,974 shares; 2026Q1: 115,549 shares 115,549 $5.87M 0.06% +575 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: 12,308 shares; 2024Q4: 15,259 shares; 2025Q1: 29,571 shares; 2025Q2: 38,815 shares; 2025Q3: 39,939 shares; 2025Q4: 43,689 shares; 2026Q1: 44,382 shares 44,382 $5.87M 0.06% +693 Timeline VCR 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: 9,165 shares; 2024Q4: 9,127 shares; 2025Q1: 14,435 shares; 2025Q2: 14,104 shares; 2025Q3: 14,376 shares; 2025Q4: 14,880 shares; 2026Q1: 16,260 shares 16,260 $5.84M 0.06% +1,380 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,340 shares; 2024Q4: 91,503 shares; 2025Q1: 91,582 shares; 2025Q2: 127,681 shares; 2025Q3: 131,490 shares; 2025Q4: 138,607 shares; 2026Q1: 147,448 shares 147,448 $5.81M 0.06% +8,841 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,968 shares; 2026Q1: 24,183 shares 24,183 $5.76M 0.06% -14,785 Timeline AME AMETEK INC More: the full row for AMETEK 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: 22,741 shares; 2026Q1: 26,808 shares 26,808 $5.75M 0.06% +4,067 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: 5,582 shares; 2024Q4: 5,251 shares; 2025Q1: 8,861 shares; 2025Q2: 10,001 shares; 2025Q3: 9,928 shares; 2025Q4: 11,199 shares; 2026Q1: 11,587 shares 11,587 $5.74M 0.06% +388 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,952 shares; 2024Q4: 19,084 shares; 2025Q1: 18,141 shares; 2025Q2: 27,815 shares; 2025Q3: 30,270 shares; 2025Q4: 61,508 shares; 2026Q1: 75,722 shares 75,722 $5.69M 0.06% +14,214 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,511 shares; 2025Q4: 18,925 shares; 2026Q1: 82,001 shares 82,001 $5.68M 0.06% +63,076 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,665 shares; 2024Q4: 68,037 shares; 2025Q1: 53,203 shares; 2025Q2: 80,052 shares; 2025Q3: 113,593 shares; 2025Q4: 177,563 shares; 2026Q1: 153,357 shares 153,357 $5.65M 0.06% -24,206 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,515 shares; 2024Q4: 133,654 shares; 2025Q1: 137,056 shares; 2025Q2: 140,631 shares; 2025Q3: 144,097 shares; 2025Q4: 146,964 shares; 2026Q1: 149,089 shares 149,089 $5.64M 0.06% +2,125 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,980 shares; 2025Q3: 113,832 shares; 2025Q4: 204,833 shares; 2026Q1: 117,448 shares 117,448 $5.6M 0.06% -87,385 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 134,720 shares; 2025Q3: 134,191 shares; 2025Q4: 141,959 shares; 2026Q1: 140,559 shares 140,559 $5.6M 0.06% -1,400 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: 12,570 shares; 2024Q4: 18,648 shares; 2025Q1: 34,513 shares; 2025Q2: 34,124 shares; 2025Q3: 40,111 shares; 2025Q4: 53,315 shares; 2026Q1: 70,295 shares 70,295 $5.57M 0.06% +16,980 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: 41,403 shares; 2024Q4: 45,046 shares; 2025Q1: 82,050 shares; 2025Q2: 84,754 shares; 2025Q3: 66,931 shares; 2025Q4: 96,058 shares; 2026Q1: 69,796 shares 69,796 $5.56M 0.06% -26,262 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: 45,898 shares; 2024Q4: 44,210 shares; 2025Q1: 52,811 shares; 2025Q2: 63,006 shares; 2025Q3: 62,632 shares; 2025Q4: 67,171 shares; 2026Q1: 71,813 shares 71,813 $5.54M 0.06% +4,642 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: 18,847 shares; 2024Q4: 18,281 shares; 2025Q1: 20,124 shares; 2025Q2: 21,923 shares; 2025Q3: 26,032 shares; 2025Q4: 37,345 shares; 2026Q1: 28,111 shares 28,111 $5.46M 0.06% -9,234 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,734 shares; 2024Q4: 249,573 shares; 2025Q1: 239,394 shares; 2025Q2: 238,763 shares; 2025Q3: 228,246 shares; 2025Q4: 309,879 shares; 2026Q1: 362,851 shares 362,851 $5.43M 0.06% +52,972 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,110 shares; 2024Q4: 341,941 shares; 2025Q1: 360,140 shares; 2025Q2: 382,594 shares; 2025Q3: 290,552 shares; 2025Q4: 438,617 shares; 2026Q1: 241,797 shares 241,797 $5.4M 0.06% -196,820 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: 5,191 shares; 2024Q4: 6,073 shares; 2025Q1: 8,181 shares; 2025Q2: 7,369 shares; 2025Q3: 7,395 shares; 2025Q4: 34,122 shares; 2026Q1: 35,489 shares 35,489 $5.37M 0.06% +1,367 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: 12,369 shares; 2024Q4: 12,978 shares; 2025Q1: 17,527 shares; 2025Q2: 18,538 shares; 2025Q3: 19,169 shares; 2025Q4: 40,189 shares; 2026Q1: 42,448 shares 42,448 $5.36M 0.06% +2,259 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,297 shares; 2025Q3: 47,739 shares; 2025Q4: 79,560 shares; 2026Q1: 118,564 shares 118,564 $5.35M 0.06% +39,004 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: 29,732 shares; 2024Q4: 37,916 shares; 2025Q1: 48,522 shares; 2025Q2: 50,476 shares; 2025Q3: 49,784 shares; 2025Q4: 55,626 shares; 2026Q1: 56,682 shares 56,682 $5.27M 0.06% +1,056 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,536 shares; 2024Q4: 32,826 shares; 2025Q1: 45,503 shares; 2025Q2: 69,384 shares; 2025Q3: 61,862 shares; 2025Q4: 73,656 shares; 2026Q1: 77,346 shares 77,346 $5.27M 0.06% +3,690 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: 29,803 shares; 2024Q4: 46,848 shares; 2025Q1: 29,478 shares; 2025Q2: 28,752 shares; 2025Q3: 25,845 shares; 2025Q4: 34,959 shares; 2026Q1: 35,748 shares 35,748 $5.19M 0.06% +789 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 5,544 shares; 2025Q1: 6,403 shares; 2025Q2: 6,684 shares; 2025Q3: 5,088 shares; 2025Q4: 8,937 shares; 2026Q1: 67,899 shares 67,899 $5.11M 0.06% +58,962 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: 112,744 shares; 2024Q4: 114,281 shares; 2025Q1: 125,327 shares; 2025Q2: 121,776 shares; 2025Q3: 125,621 shares; 2025Q4: 150,251 shares; 2026Q1: 152,390 shares 152,390 $5.11M 0.06% +2,139 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 13,158 shares; 2025Q1: 16,367 shares; 2025Q2: 17,809 shares; 2025Q3: 17,614 shares; 2025Q4: 19,788 shares; 2026Q1: 24,750 shares 24,750 $5.09M 0.06% +4,962 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,052 shares 46,052 $5.04M 0.06% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,971 shares; 2024Q4: 38,146 shares; 2025Q1: 40,021 shares; 2025Q2: 92,317 shares; 2025Q3: 118,724 shares; 2025Q4: 196,885 shares; 2026Q1: 130,684 shares 130,684 $5.02M 0.05% -66,201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,438 shares; 2025Q3: 11,703 shares; 2025Q4: 93,193 shares; 2026Q1: 97,742 shares 97,742 $5.01M 0.05% +4,549 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: 18,177 shares; 2024Q4: 15,403 shares; 2025Q1: 18,476 shares; 2025Q2: 19,333 shares; 2025Q3: 20,861 shares; 2025Q4: 33,403 shares; 2026Q1: 35,142 shares 35,142 $5.01M 0.05% +1,739 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 3,552 shares; 2025Q1: 3,273 shares; 2025Q2: 3,145 shares; 2025Q3: 5,478 shares; 2025Q4: 18,841 shares; 2026Q1: 23,394 shares 23,394 $4.96M 0.05% +4,553 Timeline IHE ISHARES 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: 2,862 shares; 2026Q1: 57,188 shares 57,188 $4.96M 0.05% +54,326 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,279 shares; 2024Q4: 117,912 shares; 2025Q1: 127,656 shares; 2025Q2: 130,444 shares; 2025Q3: 175,706 shares; 2025Q4: 354,966 shares; 2026Q1: 188,727 shares 188,727 $4.96M 0.05% -166,239 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,391 shares; 2025Q4: 217,551 shares; 2026Q1: 207,420 shares 207,420 $4.95M 0.05% -10,131 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,882 shares; 2025Q1: 10,554 shares; 2025Q2: 10,551 shares; 2025Q3: 14,167 shares; 2025Q4: 15,563 shares; 2026Q1: 15,054 shares 15,054 $4.95M 0.05% -509 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,260 shares; 2025Q3: 53,271 shares; 2025Q4: 120,407 shares; 2026Q1: 129,933 shares 129,933 $4.94M 0.05% +9,526 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,945 shares; 2025Q4: 24,902 shares; 2026Q1: 32,125 shares 32,125 $4.83M 0.05% +7,223 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 3,023 shares; 2025Q4: 53,528 shares; 2026Q1: 52,362 shares 52,362 $4.79M 0.05% -1,166 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: 6,912 shares; 2024Q4: 6,690 shares; 2025Q1: 7,486 shares; 2025Q2: 8,079 shares; 2025Q3: 8,289 shares; 2025Q4: 11,977 shares; 2026Q1: 14,556 shares 14,556 $4.76M 0.05% +2,579 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 3,862 shares; 2025Q1: 4,987 shares; 2025Q2: 5,068 shares; 2025Q3: 4,818 shares; 2025Q4: 17,818 shares; 2026Q1: 17,802 shares 17,802 $4.75M 0.05% -16 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,160 shares; 2026Q1: 87,181 shares 87,181 $4.7M 0.05% +11,021 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: 3,587 shares; 2024Q4: 3,440 shares; 2025Q1: 3,822 shares; 2025Q2: 4,570 shares; 2025Q3: 4,583 shares; 2025Q4: 10,603 shares; 2026Q1: 9,467 shares 9,467 $4.65M 0.05% -1,136 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: 12,682 shares; 2024Q4: 13,186 shares; 2025Q1: 13,782 shares; 2025Q2: 14,734 shares; 2025Q3: 13,704 shares; 2025Q4: 17,334 shares; 2026Q1: 14,493 shares 14,493 $4.65M 0.05% -2,841 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 6,103 shares; 2025Q1: 11,720 shares; 2025Q2: 12,955 shares; 2025Q3: 27,736 shares; 2025Q4: 27,590 shares; 2026Q1: 78,143 shares 78,143 $4.61M 0.05% +50,553 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: 23,353 shares 23,353 $4.61M 0.05% new Timeline GOVI 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: 89,745 shares; 2024Q4: 143,878 shares; 2025Q1: 167,836 shares; 2025Q2: 186,626 shares; 2025Q3: 166,838 shares; 2025Q4: 151,327 shares; 2026Q1: 168,010 shares 168,010 $4.58M 0.05% +16,683 Timeline IYG ISHARES 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: 48,848 shares; 2026Q1: 54,751 shares 54,751 $4.54M 0.05% +5,903 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly 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: 185,366 shares; 2026Q1: 224,119 shares 224,119 $4.49M 0.05% +38,753 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,689 shares; 2024Q4: 67,225 shares; 2025Q1: 88,965 shares; 2025Q2: 19,530 shares; 2025Q3: 40,283 shares; 2025Q4: 35,753 shares; 2026Q1: 40,488 shares 40,488 $4.49M 0.05% +4,735 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: 59,228 shares; 2026Q1: 65,477 shares 65,477 $4.48M 0.05% +6,249 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: 19,263 shares; 2024Q4: 19,159 shares; 2025Q1: 19,532 shares; 2025Q2: 19,725 shares; 2025Q3: 19,500 shares; 2025Q4: 22,422 shares; 2026Q1: 22,587 shares 22,587 $4.47M 0.05% +165 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: 6,420 shares; 2024Q4: 7,842 shares; 2025Q1: 17,723 shares; 2025Q2: 20,611 shares; 2025Q3: 21,072 shares; 2025Q4: 23,199 shares; 2026Q1: 24,705 shares 24,705 $4.45M 0.05% +1,506 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 13,138 shares; 2025Q1: 13,158 shares; 2025Q2: 15,550 shares; 2025Q3: 15,715 shares; 2025Q4: 19,414 shares; 2026Q1: 20,319 shares 20,319 $4.45M 0.05% +905 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: 22,672 shares; 2024Q4: 33,702 shares; 2025Q1: 40,595 shares; 2025Q2: 271,623 shares; 2025Q3: 34,392 shares; 2025Q4: 37,528 shares; 2026Q1: 48,449 shares 48,449 $4.45M 0.05% +10,921 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,678 shares; 2025Q1: 5,331 shares; 2025Q2: 6,154 shares; 2025Q3: 10,702 shares; 2025Q4: 37,384 shares; 2026Q1: 50,356 shares 50,356 $4.37M 0.05% +12,972 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: 21,701 shares; 2024Q4: 22,767 shares; 2025Q1: 32,467 shares; 2025Q2: 37,825 shares; 2025Q3: 36,412 shares; 2025Q4: 37,981 shares; 2026Q1: 40,998 shares 40,998 $4.35M 0.05% +3,017 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,267 shares; 2024Q4: 27,467 shares; 2025Q1: 27,825 shares; 2025Q2: 27,242 shares; 2025Q3: 35,041 shares; 2025Q4: 70,280 shares; 2026Q1: 91,217 shares 91,217 $4.34M 0.05% +20,937 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: 2,857 shares; 2025Q3: 1,658 shares; 2025Q4: 11,430 shares; 2026Q1: 11,136 shares 11,136 $4.32M 0.05% -294 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: 1,312 shares; 2024Q4: 1,322 shares; 2025Q1: 1,501 shares; 2025Q2: 1,910 shares; 2025Q3: 1,973 shares; 2025Q4: 2,216 shares; 2026Q1: 2,933 shares 2,933 $4.32M 0.05% +717 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,145 shares; 2025Q3: 65,462 shares; 2025Q4: 144,932 shares; 2026Q1: 163,872 shares 163,872 $4.29M 0.05% +18,940 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,019 shares; 2025Q1: 31,822 shares; 2025Q2: 31,135 shares; 2025Q3: 29,881 shares; 2025Q4: 29,818 shares; 2026Q1: 32,216 shares 32,216 $4.29M 0.05% +2,398 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,178 shares; 2024Q4: 21,275 shares; 2025Q1: 22,651 shares; 2025Q2: 28,299 shares; 2025Q3: 28,957 shares; 2025Q4: 33,646 shares; 2026Q1: 36,863 shares 36,863 $4.27M 0.05% +3,217 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,609 shares 42,609 $4.25M 0.05% new 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: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 3,213 shares; 2025Q2: 3,120 shares; 2025Q3: 2,839 shares; 2025Q4: 9,734 shares; 2026Q1: 9,484 shares 9,484 $4.23M 0.05% -250 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: not reported; 2024Q4: 8,738 shares; 2025Q1: 10,224 shares; 2025Q2: 26,266 shares; 2025Q3: 125,699 shares; 2025Q4: 231,840 shares; 2026Q1: 181,243 shares 181,243 $4.23M 0.05% -50,597 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 21,602 shares; 2025Q1: 29,540 shares; 2025Q2: 29,747 shares; 2025Q3: 29,387 shares; 2025Q4: 29,829 shares; 2026Q1: 29,145 shares 29,145 $4.22M 0.05% -684 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,037 shares; 2024Q4: 140,038 shares; 2025Q1: 140,666 shares; 2025Q2: 125,669 shares; 2025Q3: 125,080 shares; 2025Q4: 130,886 shares; 2026Q1: 120,235 shares 120,235 $4.22M 0.05% -10,651 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,561 shares; 2024Q4: 30,905 shares; 2025Q1: 39,815 shares; 2025Q2: 39,765 shares; 2025Q3: 36,056 shares; 2025Q4: 36,762 shares; 2026Q1: 34,725 shares 34,725 $4.2M 0.05% -2,037 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,484 shares; 2026Q1: 168,581 shares 168,581 $4.18M 0.05% +130,097 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,301 shares; 2026Q1: 196,104 shares 196,104 $4.18M 0.05% -2,197 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,320 shares; 2024Q4: 129,320 shares; 2025Q1: 128,855 shares; 2025Q2: 141,837 shares; 2025Q3: 116,164 shares; 2025Q4: 116,159 shares; 2026Q1: 116,547 shares 116,547 $4.13M 0.05% +388 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,474 shares; 2024Q4: 55,238 shares; 2025Q1: 55,482 shares; 2025Q2: 55,776 shares; 2025Q3: 55,821 shares; 2025Q4: 64,794 shares; 2026Q1: 65,399 shares 65,399 $4.13M 0.05% +605 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,942 shares; 2024Q4: 137,810 shares; 2025Q1: 148,530 shares; 2025Q2: 166,579 shares; 2025Q3: 186,030 shares; 2025Q4: 210,699 shares; 2026Q1: 237,658 shares 237,658 $4.09M 0.04% +26,959 Timeline XLB 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: 13,746 shares; 2024Q4: 13,879 shares; 2025Q1: 13,025 shares; 2025Q2: 12,112 shares; 2025Q3: 13,463 shares; 2025Q4: 35,466 shares; 2026Q1: 81,497 shares 81,497 $4.07M 0.04% +46,031 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: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 11,123 shares; 2025Q3: 10,907 shares; 2025Q4: 19,209 shares; 2026Q1: 86,910 shares 86,910 $4.06M 0.04% +67,701 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,394 shares 35,394 $4.06M 0.04% new Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,076 shares; 2024Q4: 15,026 shares; 2025Q1: 14,726 shares; 2025Q2: 23,566 shares; 2025Q3: 19,194 shares; 2025Q4: 64,680 shares; 2026Q1: 79,112 shares 79,112 $4.04M 0.04% +14,432 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: not reported; 2025Q3: 10,128 shares; 2025Q4: 45,517 shares; 2026Q1: 56,727 shares 56,727 $4.03M 0.04% +11,210 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,121 shares; 2025Q1: 16,381 shares; 2025Q2: 31,416 shares; 2025Q3: 53,681 shares; 2025Q4: 57,785 shares; 2026Q1: 56,608 shares 56,608 $4.03M 0.04% -1,177 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: 13,420 shares; 2024Q4: 13,415 shares; 2025Q1: 15,388 shares; 2025Q2: 18,168 shares; 2025Q3: 19,833 shares; 2025Q4: 32,881 shares; 2026Q1: 42,585 shares 42,585 $4M 0.04% +9,704 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: 8,019 shares; 2024Q4: 6,488 shares; 2025Q1: 6,910 shares; 2025Q2: 6,509 shares; 2025Q3: 8,519 shares; 2025Q4: 32,720 shares; 2026Q1: 31,867 shares 31,867 $4M 0.04% -853 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,101 shares; 2025Q3: 26,077 shares; 2025Q4: 52,618 shares; 2026Q1: 79,770 shares 79,770 $3.99M 0.04% +27,152 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: 177,186 shares; 2024Q4: 177,281 shares; 2025Q1: 243,052 shares; 2025Q2: 235,747 shares; 2025Q3: 225,372 shares; 2025Q4: 223,856 shares; 2026Q1: 232,053 shares 232,053 $3.98M 0.04% +8,197 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: 12,583 shares; 2024Q4: 11,277 shares; 2025Q1: 22,408 shares; 2025Q2: 24,857 shares; 2025Q3: 26,831 shares; 2025Q4: 47,317 shares; 2026Q1: 46,569 shares 46,569 $3.97M 0.04% -748 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 8,046 shares; 2025Q1: 8,654 shares; 2025Q2: 9,421 shares; 2025Q3: 8,399 shares; 2025Q4: 14,259 shares; 2026Q1: 12,514 shares 12,514 $3.93M 0.04% -1,745 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,709 shares; 2025Q3: 72,844 shares; 2025Q4: 79,268 shares; 2026Q1: 93,213 shares 93,213 $3.9M 0.04% +13,945 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,969 shares; 2025Q1: 7,605 shares; 2025Q2: 14,473 shares; 2025Q3: 14,566 shares; 2025Q4: 22,827 shares; 2026Q1: 26,665 shares 26,665 $3.86M 0.04% +3,838 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: 11,967 shares; 2024Q4: 12,195 shares; 2025Q1: 12,550 shares; 2025Q2: 15,440 shares; 2025Q3: 15,889 shares; 2025Q4: 20,120 shares; 2026Q1: 43,303 shares 43,303 $3.84M 0.04% +23,183 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: 73,713 shares; 2024Q4: 46,695 shares; 2025Q1: 61,933 shares; 2025Q2: 62,934 shares; 2025Q3: 65,581 shares; 2025Q4: 72,828 shares; 2026Q1: 73,488 shares 73,488 $3.82M 0.04% +660 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,037 shares; 2024Q4: 45,711 shares; 2025Q1: 55,460 shares; 2025Q2: 61,331 shares; 2025Q3: 64,317 shares; 2025Q4: 84,509 shares; 2026Q1: 78,091 shares 78,091 $3.8M 0.04% -6,418 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 13,155 shares; 2025Q1: 19,167 shares; 2025Q2: 17,468 shares; 2025Q3: 16,414 shares; 2025Q4: 15,781 shares; 2026Q1: 13,956 shares 13,956 $3.8M 0.04% -1,825 Timeline PZA 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: 40,771 shares; 2024Q4: 44,540 shares; 2025Q1: 48,711 shares; 2025Q2: 59,839 shares; 2025Q3: 67,831 shares; 2025Q4: 97,793 shares; 2026Q1: 165,328 shares 165,328 $3.8M 0.04% +67,535 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: 30,061 shares; 2024Q4: 30,136 shares; 2025Q1: 43,978 shares; 2025Q2: 48,494 shares; 2025Q3: 46,866 shares; 2025Q4: 51,067 shares; 2026Q1: 55,204 shares 55,204 $3.8M 0.04% +4,137 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: 4,556 shares; 2024Q4: 4,358 shares; 2025Q1: 5,400 shares; 2025Q2: 5,992 shares; 2025Q3: 6,337 shares; 2025Q4: 8,845 shares; 2026Q1: 13,249 shares 13,249 $3.76M 0.04% +4,404 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: 490 shares; 2024Q4: 1,998 shares; 2025Q1: 897 shares; 2025Q2: 719 shares; 2025Q3: 717 shares; 2025Q4: 5,876 shares; 2026Q1: 6,093 shares 6,093 $3.76M 0.04% +217 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 10,723 shares; 2025Q1: 13,014 shares; 2025Q2: 13,801 shares; 2025Q3: 13,764 shares; 2025Q4: 17,013 shares; 2026Q1: 18,116 shares 18,116 $3.76M 0.04% +1,103 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 8,206 shares; 2025Q4: 83,416 shares; 2026Q1: 77,388 shares 77,388 $3.73M 0.04% -6,028 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: 19,444 shares; 2024Q4: 50,007 shares; 2025Q1: 61,949 shares; 2025Q2: 89,845 shares; 2025Q3: 106,076 shares; 2025Q4: 115,459 shares; 2026Q1: 150,068 shares 150,068 $3.71M 0.04% +34,609 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 7,933 shares; 2025Q1: 11,142 shares; 2025Q2: 12,793 shares; 2025Q3: 14,180 shares; 2025Q4: 24,202 shares; 2026Q1: 21,382 shares 21,382 $3.71M 0.04% -2,820 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,524 shares; 2025Q1: 39,925 shares; 2025Q2: not reported; 2025Q3: 2,563 shares; 2025Q4: 7,759 shares; 2026Q1: 27,231 shares 27,231 $3.69M 0.04% +19,472 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,321 shares; 2024Q4: 94,134 shares; 2025Q1: 304,720 shares; 2025Q2: 283,153 shares; 2025Q3: 224,261 shares; 2025Q4: 229,260 shares; 2026Q1: 92,287 shares 92,287 $3.66M 0.04% -136,973 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,208 shares; 2024Q4: 30,347 shares; 2025Q1: 40,937 shares; 2025Q2: 40,989 shares; 2025Q3: 43,489 shares; 2025Q4: 52,494 shares; 2026Q1: 51,255 shares 51,255 $3.62M 0.04% -1,239 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: 9,447 shares; 2024Q4: 90,593 shares; 2025Q1: 35,749 shares; 2025Q2: 83,646 shares; 2025Q3: 57,841 shares; 2025Q4: 88,914 shares; 2026Q1: 94,316 shares 94,316 $3.62M 0.04% +5,402 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 5,293 shares; 2025Q1: 6,381 shares; 2025Q2: 6,925 shares; 2025Q3: 6,457 shares; 2025Q4: 14,736 shares; 2026Q1: 17,547 shares 17,547 $3.59M 0.04% +2,811 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: 49,254 shares; 2024Q4: 50,095 shares; 2025Q1: 49,103 shares; 2025Q2: 51,635 shares; 2025Q3: 50,478 shares; 2025Q4: 66,769 shares; 2026Q1: 66,142 shares 66,142 $3.58M 0.04% -627 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 60,560 shares; 2025Q1: 61,794 shares; 2025Q2: 60,469 shares; 2025Q3: 58,161 shares; 2025Q4: 79,293 shares; 2026Q1: 78,960 shares 78,960 $3.58M 0.04% -333 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: 16,015 shares; 2024Q4: 29,528 shares; 2025Q1: 139,412 shares; 2025Q2: 120,480 shares; 2025Q3: 120,869 shares; 2025Q4: 139,028 shares; 2026Q1: 136,633 shares 136,633 $3.57M 0.04% -2,395 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: 1,331 shares; 2024Q4: 1,468 shares; 2025Q1: 1,412 shares; 2025Q2: 2,179 shares; 2025Q3: 2,649 shares; 2025Q4: 3,241 shares; 2026Q1: 3,638 shares 3,638 $3.57M 0.04% +397 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,416 shares; 2024Q4: 170,361 shares; 2025Q1: 234,965 shares; 2025Q2: 244,889 shares; 2025Q3: 396,410 shares; 2025Q4: 405,476 shares; 2026Q1: 1,004,507 shares 1,004,507 $3.57M 0.04% +599,031 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,431 shares; 2024Q4: 35,049 shares; 2025Q1: 43,856 shares; 2025Q2: 59,441 shares; 2025Q3: 54,730 shares; 2025Q4: 100,685 shares; 2026Q1: 96,636 shares 96,636 $3.55M 0.04% -4,049 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,158 shares; 2024Q4: 49,722 shares; 2025Q1: 50,240 shares; 2025Q2: 60,231 shares; 2025Q3: 56,811 shares; 2025Q4: 66,163 shares; 2026Q1: 75,573 shares 75,573 $3.55M 0.04% +9,410 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: 13,562 shares; 2024Q4: 13,613 shares; 2025Q1: 16,124 shares; 2025Q2: 17,316 shares; 2025Q3: 17,512 shares; 2025Q4: 22,970 shares; 2026Q1: 22,430 shares 22,430 $3.53M 0.04% -540 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,943 shares; 2025Q1: 6,897 shares; 2025Q2: 7,255 shares; 2025Q3: 36,625 shares; 2025Q4: 87,328 shares; 2026Q1: 90,995 shares 90,995 $3.51M 0.04% +3,667 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 6,162 shares; 2025Q1: 17,450 shares; 2025Q2: 23,637 shares; 2025Q3: 24,170 shares; 2025Q4: 25,576 shares; 2026Q1: 23,998 shares 23,998 $3.5M 0.04% -1,578 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 8,440 shares; 2025Q1: 10,700 shares; 2025Q2: 11,713 shares; 2025Q3: 11,681 shares; 2025Q4: 12,254 shares; 2026Q1: 12,382 shares 12,382 $3.5M 0.04% +128 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 31,909 shares; 2025Q1: 43,174 shares; 2025Q2: 71,495 shares; 2025Q3: 92,303 shares; 2025Q4: 167,238 shares; 2026Q1: 104,581 shares 104,581 $3.49M 0.04% -62,657 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: 87,844 shares; 2026Q1: 61,024 shares 61,024 $3.48M 0.04% -26,820 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,793 shares; 2024Q4: 104,364 shares; 2025Q1: 128,351 shares; 2025Q2: 155,057 shares; 2025Q3: 173,316 shares; 2025Q4: 82,108 shares; 2026Q1: 88,960 shares 88,960 $3.47M 0.04% +6,852 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: 2,658 shares; 2024Q4: 2,619 shares; 2025Q1: 2,894 shares; 2025Q2: 3,764 shares; 2025Q3: 6,169 shares; 2025Q4: 4,481 shares; 2026Q1: 8,821 shares 8,821 $3.46M 0.04% +4,340 Timeline DDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,330 shares; 2025Q3: 34,331 shares; 2025Q4: 79,655 shares; 2026Q1: 85,195 shares 85,195 $3.45M 0.04% +5,540 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 6,946 shares; 2025Q1: 11,136 shares; 2025Q2: 13,743 shares; 2025Q3: 11,457 shares; 2025Q4: 44,616 shares; 2026Q1: 70,676 shares 70,676 $3.42M 0.04% +26,060 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,299 shares; 2025Q1: 1,019 shares; 2025Q2: 62,968 shares; 2025Q3: 58,003 shares; 2025Q4: 94,846 shares; 2026Q1: 9,136 shares 9,136 $3.39M 0.04% -85,710 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,592 shares; 2025Q3: 18,177 shares; 2025Q4: 38,768 shares; 2026Q1: 52,509 shares 52,509 $3.37M 0.04% +13,741 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,927 shares; 2024Q4: 105,986 shares; 2025Q1: 111,076 shares; 2025Q2: 99,074 shares; 2025Q3: 61,963 shares; 2025Q4: 88,103 shares; 2026Q1: 79,337 shares 79,337 $3.37M 0.04% -8,766 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: 10,627 shares; 2024Q4: 11,325 shares; 2025Q1: 13,804 shares; 2025Q2: 14,521 shares; 2025Q3: 26,589 shares; 2025Q4: 44,084 shares; 2026Q1: 28,399 shares 28,399 $3.37M 0.04% -15,685 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,729 shares; 2024Q4: 26,413 shares; 2025Q1: 52,941 shares; 2025Q2: 53,434 shares; 2025Q3: 53,793 shares; 2025Q4: 56,143 shares; 2026Q1: 58,438 shares 58,438 $3.37M 0.04% +2,295 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 28,230 shares; 2025Q1: 31,237 shares; 2025Q2: 61,446 shares; 2025Q3: 72,132 shares; 2025Q4: 89,806 shares; 2026Q1: 94,515 shares 94,515 $3.36M 0.04% +4,709 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,323 shares; 2024Q4: 18,351 shares; 2025Q1: 19,117 shares; 2025Q2: 19,927 shares; 2025Q3: 21,119 shares; 2025Q4: 28,789 shares; 2026Q1: 30,106 shares 30,106 $3.35M 0.04% +1,317 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: 6,533 shares; 2024Q4: 6,422 shares; 2025Q1: 10,089 shares; 2025Q2: 6,414 shares; 2025Q3: 8,746 shares; 2025Q4: 19,728 shares; 2026Q1: 35,989 shares 35,989 $3.33M 0.04% +16,261 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,425 shares; 2024Q4: 29,881 shares; 2025Q1: 79,456 shares; 2025Q2: 93,363 shares; 2025Q3: 115,082 shares; 2025Q4: 121,434 shares; 2026Q1: 145,039 shares 145,039 $3.33M 0.04% +23,605 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: not reported; 2024Q4: not reported; 2025Q1: 6,897 shares; 2025Q2: 34,832 shares; 2025Q3: 63,438 shares; 2025Q4: 123,108 shares; 2026Q1: 54,465 shares 54,465 $3.33M 0.04% -68,643 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: 3,464 shares; 2024Q4: 3,614 shares; 2025Q1: 4,220 shares; 2025Q2: 2,023 shares; 2025Q3: 3,915 shares; 2025Q4: 7,053 shares; 2026Q1: 6,054 shares 6,054 $3.32M 0.04% -999 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 14,830 shares; 2025Q1: 36,317 shares; 2025Q2: 36,844 shares; 2025Q3: 54,651 shares; 2025Q4: 61,956 shares; 2026Q1: 67,315 shares 67,315 $3.29M 0.04% +5,359 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: 58,556 shares; 2024Q4: 53,538 shares; 2025Q1: 26,832 shares; 2025Q2: 114,122 shares; 2025Q3: 95,213 shares; 2025Q4: 152,815 shares; 2026Q1: 18,081 shares 18,081 $3.28M 0.04% -134,734 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,139 shares 100,139 $3.28M 0.04% new 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: 6,273 shares; 2024Q4: 6,121 shares; 2025Q1: 35,020 shares; 2025Q2: 14,200 shares; 2025Q3: 32,413 shares; 2025Q4: 36,171 shares; 2026Q1: 24,091 shares 24,091 $3.28M 0.04% -12,080 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395,758 shares; 2025Q2: 80,313 shares; 2025Q3: 73,318 shares; 2025Q4: 65,192 shares; 2026Q1: 63,584 shares 63,584 $3.25M 0.04% -1,608 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,603 shares; 2024Q4: not reported; 2025Q1: 7,891 shares; 2025Q2: 8,481 shares; 2025Q3: 8,497 shares; 2025Q4: 69,721 shares; 2026Q1: 70,316 shares 70,316 $3.25M 0.04% +595 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,172 shares; 2024Q4: 78,716 shares; 2025Q1: 80,947 shares; 2025Q2: 96,260 shares; 2025Q3: 108,884 shares; 2025Q4: 108,245 shares; 2026Q1: 107,098 shares 107,098 $3.25M 0.04% -1,147 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,302 shares 78,302 $3.22M 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,549 shares; 2024Q4: 30,467 shares; 2025Q1: 32,782 shares; 2025Q2: 40,246 shares; 2025Q3: 36,701 shares; 2025Q4: 41,863 shares; 2026Q1: 43,814 shares 43,814 $3.19M 0.03% +1,951 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 8,058 shares; 2025Q1: 9,587 shares; 2025Q2: 13,314 shares; 2025Q3: 13,522 shares; 2025Q4: 17,214 shares; 2026Q1: 16,182 shares 16,182 $3.19M 0.03% -1,032 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: not reported; 2025Q3: 1,971 shares; 2025Q4: 8,087 shares; 2026Q1: 11,690 shares 11,690 $3.16M 0.03% +3,603 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: 69,860 shares; 2024Q4: 65,631 shares; 2025Q1: 69,275 shares; 2025Q2: 44,642 shares; 2025Q3: 43,809 shares; 2025Q4: 47,393 shares; 2026Q1: 48,605 shares 48,605 $3.14M 0.03% +1,212 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,178 shares; 2025Q1: 25,910 shares; 2025Q2: 33,690 shares; 2025Q3: 37,722 shares; 2025Q4: 45,691 shares; 2026Q1: 46,476 shares 46,476 $3.12M 0.03% +785 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: 58,871 shares; 2024Q4: 54,972 shares; 2025Q1: 82,361 shares; 2025Q2: 93,045 shares; 2025Q3: 78,453 shares; 2025Q4: 114,791 shares; 2026Q1: 106,865 shares 106,865 $3.07M 0.03% -7,926 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: 5,245 shares; 2024Q4: 5,023 shares; 2025Q1: 5,237 shares; 2025Q2: 5,585 shares; 2025Q3: 5,665 shares; 2025Q4: 7,480 shares; 2026Q1: 7,081 shares 7,081 $3.06M 0.03% -399 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: 2,846 shares; 2024Q4: 2,347 shares; 2025Q1: 2,045 shares; 2025Q2: 1,964 shares; 2025Q3: 1,988 shares; 2025Q4: 3,031 shares; 2026Q1: 4,201 shares 4,201 $3.06M 0.03% +1,170 Timeline XYLD 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: 49,652 shares; 2024Q4: 47,832 shares; 2025Q1: 83,797 shares; 2025Q2: 81,800 shares; 2025Q3: 74,614 shares; 2025Q4: 76,754 shares; 2026Q1: 77,745 shares 77,745 $3.04M 0.03% +991 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,732 shares; 2026Q1: 59,717 shares 59,717 $3.02M 0.03% +42,985 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: 4,671 shares; 2024Q4: 5,725 shares; 2025Q1: 20,741 shares; 2025Q2: 25,309 shares; 2025Q3: 25,224 shares; 2025Q4: 30,281 shares; 2026Q1: 35,980 shares 35,980 $3.01M 0.03% +5,699 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,783 shares; 2026Q1: 52,008 shares 52,008 $2.99M 0.03% +19,225 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 11,606 shares; 2025Q1: 23,993 shares; 2025Q2: 27,085 shares; 2025Q3: 27,547 shares; 2025Q4: 42,506 shares; 2026Q1: 111,759 shares 111,759 $2.99M 0.03% +69,253 Timeline LDRX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,048 shares; 2025Q3: 97,136 shares; 2025Q4: 97,406 shares; 2026Q1: 97,406 shares 97,406 $2.99M 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 3,848 shares; 2025Q1: 3,127 shares; 2025Q2: 3,230 shares; 2025Q3: 3,285 shares; 2025Q4: 13,598 shares; 2026Q1: 15,155 shares 15,155 $2.97M 0.03% +1,557 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,967 shares; 2025Q3: 17,415 shares; 2025Q4: 26,341 shares; 2026Q1: 62,423 shares 62,423 $2.97M 0.03% +36,082 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,021 shares; 2024Q4: 208,529 shares; 2025Q1: 217,137 shares; 2025Q2: 78,695 shares; 2025Q3: 77,265 shares; 2025Q4: 87,777 shares; 2026Q1: 73,137 shares 73,137 $2.97M 0.03% -14,640 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: 7,210 shares; 2024Q4: 40,756 shares; 2025Q1: 35,062 shares; 2025Q2: 31,343 shares; 2025Q3: 25,591 shares; 2025Q4: 51,268 shares; 2026Q1: 25,005 shares 25,005 $2.97M 0.03% -26,263 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: 1,254 shares; 2026Q1: 4,218 shares 4,218 $2.96M 0.03% +2,964 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,136 shares; 2025Q1: 8,538 shares; 2025Q2: 8,251 shares; 2025Q3: 8,032 shares; 2025Q4: 13,580 shares; 2026Q1: 13,712 shares 13,712 $2.96M 0.03% +132 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,250 shares; 2025Q2: 17,250 shares; 2025Q3: 17,294 shares; 2025Q4: 17,294 shares; 2026Q1: 87,672 shares 87,672 $2.95M 0.03% +70,378 Timeline INRO 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: 11,550 shares; 2026Q1: 94,946 shares 94,946 $2.91M 0.03% +83,396 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly 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: 123,986 shares 123,986 $2.91M 0.03% new 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: 1,538 shares; 2024Q4: 1,281 shares; 2025Q1: 1,340 shares; 2025Q2: 5,627 shares; 2025Q3: 913 shares; 2025Q4: 2,698 shares; 2026Q1: 5,949 shares 5,949 $2.88M 0.03% +3,251 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,970 shares; 2025Q1: 66,514 shares; 2025Q2: 65,370 shares; 2025Q3: 83,370 shares; 2025Q4: 86,170 shares; 2026Q1: 113,670 shares 113,670 $2.88M 0.03% +27,500 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: 10,618 shares; 2024Q4: 13,020 shares; 2025Q1: 37,351 shares; 2025Q2: 44,251 shares; 2025Q3: 45,572 shares; 2025Q4: 49,521 shares; 2026Q1: 54,673 shares 54,673 $2.88M 0.03% +5,152 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares; 2025Q3: 23,335 shares; 2025Q4: 24,101 shares; 2026Q1: 52,458 shares 52,458 $2.87M 0.03% +28,357 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,051 shares; 2025Q2: 12,055 shares; 2025Q3: not reported; 2025Q4: 48,785 shares; 2026Q1: 183,237 shares 183,237 $2.87M 0.03% +134,452 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,537 shares; 2026Q1: 56,807 shares 56,807 $2.86M 0.03% +48,270 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: 1,639 shares; 2024Q4: 1,514 shares; 2025Q1: 7,059 shares; 2025Q2: 8,532 shares; 2025Q3: 9,339 shares; 2025Q4: 9,562 shares; 2026Q1: 9,571 shares 9,571 $2.86M 0.03% +9 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,299 shares; 2025Q3: 9,653 shares; 2025Q4: 22,543 shares; 2026Q1: 36,907 shares 36,907 $2.86M 0.03% +14,364 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 8,564 shares; 2025Q1: 23,207 shares; 2025Q2: 38,742 shares; 2025Q3: 49,607 shares; 2025Q4: 54,946 shares; 2026Q1: 45,399 shares 45,399 $2.85M 0.03% -9,547 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: 27,798 shares; 2024Q4: 34,347 shares; 2025Q1: 9,512 shares; 2025Q2: 12,393 shares; 2025Q3: 12,727 shares; 2025Q4: 32,552 shares; 2026Q1: 26,203 shares 26,203 $2.84M 0.03% -6,349 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 2,227 shares; 2025Q4: 21,448 shares; 2026Q1: 20,686 shares 20,686 $2.84M 0.03% -762 Timeline