WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,179 shares; 2024Q4: 62,557 shares; 2025Q1: 64,575 shares; 2025Q2: 64,550 shares; 2025Q3: 69,950 shares; 2025Q4: 72,868 shares; 2026Q1: 345,876 shares 345,876 $43M 4.12% +273,008 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,641 shares; 2024Q4: 125,948 shares; 2025Q1: 132,387 shares; 2025Q2: 139,815 shares; 2025Q3: 145,461 shares; 2025Q4: 147,654 shares; 2026Q1: 164,367 shares 164,367 $41.7M 4% +16,713 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: 882,226 shares; 2024Q4: 900,169 shares; 2025Q1: 907,062 shares; 2025Q2: 941,590 shares; 2025Q3: 893,821 shares; 2025Q4: 936,425 shares; 2026Q1: 956,187 shares 956,187 $40.7M 3.9% +19,762 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: 466,506 shares; 2024Q4: 459,917 shares; 2025Q1: 493,146 shares; 2025Q2: 556,879 shares; 2025Q3: 603,539 shares; 2025Q4: 661,446 shares; 2026Q1: 713,740 shares 713,740 $33.6M 3.22% +52,294 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: 427 shares; 2024Q4: 593 shares; 2025Q1: 613,791 shares; 2025Q2: 772,936 shares; 2025Q3: 926,235 shares; 2025Q4: 1,071,146 shares; 2026Q1: 1,172,812 shares 1,172,812 $30.7M 2.95% +101,666 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: 50,041 shares; 2024Q4: 138,216 shares; 2025Q1: 664,244 shares; 2025Q2: 742,923 shares; 2025Q3: 912,966 shares; 2025Q4: 1,026,504 shares; 2026Q1: 1,108,814 shares 1,108,814 $29.1M 2.79% +82,310 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: 69,664 shares; 2024Q4: 71,284 shares; 2025Q1: 72,394 shares; 2025Q2: 76,722 shares; 2025Q3: 79,256 shares; 2025Q4: 77,036 shares; 2026Q1: 84,461 shares 84,461 $27.1M 2.6% +7,425 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: 93,792 shares; 2024Q4: 95,118 shares; 2025Q1: 96,660 shares; 2025Q2: 101,232 shares; 2025Q3: 103,237 shares; 2025Q4: 106,521 shares; 2026Q1: 108,599 shares 108,599 $22.3M 2.14% +2,078 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: 43,621 shares; 2024Q4: 43,823 shares; 2025Q1: 43,275 shares; 2025Q2: 45,417 shares; 2025Q3: 44,661 shares; 2025Q4: 51,827 shares; 2026Q1: 53,285 shares 53,285 $19.7M 1.89% +1,458 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: 87,022 shares; 2024Q4: 86,464 shares; 2025Q1: 90,640 shares; 2025Q2: 96,041 shares; 2025Q3: 98,668 shares; 2025Q4: 104,580 shares; 2026Q1: 110,273 shares 110,273 $19.2M 1.85% +5,693 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: 196,985 shares; 2024Q4: 204,282 shares; 2025Q1: 206,893 shares; 2025Q2: 178,637 shares; 2025Q3: 183,891 shares; 2025Q4: 191,469 shares; 2026Q1: 205,944 shares 205,944 $15.2M 1.46% +14,475 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: 69,968 shares; 2024Q4: 73,350 shares; 2025Q1: 68,851 shares; 2025Q2: 70,828 shares; 2025Q3: 73,567 shares; 2025Q4: 69,184 shares; 2026Q1: 71,747 shares 71,747 $14.9M 1.43% +2,563 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: 30,062 shares; 2024Q4: 30,400 shares; 2025Q1: 31,177 shares; 2025Q2: 26,356 shares; 2025Q3: 26,314 shares; 2025Q4: 25,554 shares; 2026Q1: 25,238 shares 25,238 $14.6M 1.4% -316 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: 10,019 shares; 2024Q4: 10,797 shares; 2025Q1: 13,252 shares; 2025Q2: 17,920 shares; 2025Q3: 21,131 shares; 2025Q4: 21,387 shares; 2026Q1: 22,150 shares 22,150 $13.2M 1.27% +763 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,915 shares; 2024Q4: 75,889 shares; 2025Q1: 77,176 shares; 2025Q2: 78,018 shares; 2025Q3: 79,477 shares; 2025Q4: 72,311 shares; 2026Q1: 73,503 shares 73,503 $12.6M 1.21% +1,192 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: 34,440 shares; 2024Q4: 34,597 shares; 2025Q1: 34,447 shares; 2025Q2: 37,530 shares; 2025Q3: 38,120 shares; 2025Q4: 38,871 shares; 2026Q1: 37,623 shares 37,623 $12M 1.15% -1,248 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: 37,476 shares; 2024Q4: 37,488 shares; 2025Q1: 37,045 shares; 2025Q2: 36,894 shares; 2025Q3: 37,015 shares; 2025Q4: 36,862 shares; 2026Q1: 37,105 shares 37,105 $11.1M 1.06% +243 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,819 shares; 2025Q4: 194,336 shares; 2026Q1: 214,817 shares 214,817 $10.8M 1.04% +20,481 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: 17,695 shares; 2024Q4: 13,367 shares; 2025Q1: 13,346 shares; 2025Q2: 12,600 shares; 2025Q3: 24,395 shares; 2025Q4: 23,674 shares; 2026Q1: 32,083 shares 32,083 $10.8M 1.04% +8,409 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: 31,555 shares; 2024Q4: 31,788 shares; 2025Q1: 31,181 shares; 2025Q2: 31,416 shares; 2025Q3: 32,348 shares; 2025Q4: 35,391 shares; 2026Q1: 35,463 shares 35,463 $10.2M 0.98% +72 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: 98,573 shares; 2024Q4: 100,002 shares; 2025Q1: 103,210 shares; 2025Q2: 104,977 shares; 2025Q3: 108,251 shares; 2025Q4: 106,350 shares; 2026Q1: 109,337 shares 109,337 $9.9M 0.95% +2,987 Timeline CRDT 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: 423,609 shares; 2025Q4: 386,244 shares; 2026Q1: 431,710 shares 431,710 $9.73M 0.93% +45,466 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: 1,369 shares; 2024Q4: 1,356 shares; 2025Q1: 1,353 shares; 2025Q2: 82,155 shares; 2025Q3: 92,320 shares; 2025Q4: 88,313 shares; 2026Q1: 84,410 shares 84,410 $9.14M 0.88% -3,903 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: 15,699 shares; 2024Q4: 15,189 shares; 2025Q1: 14,771 shares; 2025Q2: 13,546 shares; 2025Q3: 13,467 shares; 2025Q4: 13,456 shares; 2026Q1: 13,589 shares 13,589 $8.88M 0.85% +133 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: 83,030 shares; 2024Q4: 86,418 shares; 2025Q1: 90,171 shares; 2025Q2: 90,892 shares; 2025Q3: 93,072 shares; 2025Q4: 96,296 shares; 2026Q1: 99,163 shares 99,163 $7.65M 0.73% +2,867 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: 26,719 shares; 2024Q4: 29,327 shares; 2025Q1: 29,377 shares; 2025Q2: 57,455 shares; 2025Q3: 38,638 shares; 2025Q4: 37,730 shares; 2026Q1: 78,404 shares 78,404 $7.18M 0.69% +40,674 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,353 shares; 2025Q1: 4,931 shares; 2025Q2: 6,098 shares; 2025Q3: 7,073 shares; 2025Q4: 7,274 shares; 2026Q1: 7,195 shares 7,195 $7.17M 0.69% -79 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: 240,792 shares; 2024Q4: 247,330 shares; 2025Q1: 266,385 shares; 2025Q2: 275,418 shares; 2025Q3: 266,574 shares; 2025Q4: 248,206 shares; 2026Q1: 227,121 shares 227,121 $6.97M 0.67% -21,085 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: 22,008 shares; 2024Q4: 23,764 shares; 2025Q1: 24,883 shares; 2025Q2: 25,505 shares; 2025Q3: 26,516 shares; 2025Q4: 25,653 shares; 2026Q1: 26,071 shares 26,071 $6.83M 0.66% +418 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: 20,606 shares; 2024Q4: 20,707 shares; 2025Q1: 21,941 shares; 2025Q2: 22,014 shares; 2025Q3: 22,589 shares; 2025Q4: 22,096 shares; 2026Q1: 22,515 shares 22,515 $6.47M 0.62% +419 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: 6,958 shares; 2024Q4: 6,775 shares; 2025Q1: 6,890 shares; 2025Q2: 6,995 shares; 2025Q3: 7,794 shares; 2025Q4: 9,849 shares; 2026Q1: 9,886 shares 9,886 $6.43M 0.62% +37 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,842 shares; 2024Q4: 170,227 shares; 2025Q1: 168,174 shares; 2025Q2: 166,160 shares; 2025Q3: 166,622 shares; 2025Q4: 151,589 shares; 2026Q1: 138,090 shares 138,090 $6.3M 0.6% -13,499 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: 73,653 shares; 2024Q4: 74,442 shares; 2025Q1: 81,875 shares; 2025Q2: 114,619 shares; 2025Q3: 137,854 shares; 2025Q4: 147,641 shares; 2026Q1: 151,697 shares 151,697 $6.1M 0.58% +4,056 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: 79,641 shares; 2024Q4: 86,778 shares; 2025Q1: 95,990 shares; 2025Q2: 95,522 shares; 2025Q3: 117,001 shares; 2025Q4: 109,546 shares; 2026Q1: 107,107 shares 107,107 $6.07M 0.58% -2,439 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,430 shares; 2025Q3: 11,260 shares; 2025Q4: 11,651 shares; 2026Q1: 11,613 shares 11,613 $6.07M 0.58% -38 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 17 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,420 shares; 2026Q1: 104,536 shares 104,536 $5.91M 0.57% +3,116 Timeline TIPX 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: 286,806 shares; 2024Q4: 284,131 shares; 2025Q1: 286,185 shares; 2025Q2: 307,908 shares; 2025Q3: 266,826 shares; 2025Q4: 287,237 shares; 2026Q1: 306,945 shares 306,945 $5.89M 0.57% +19,708 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: 129,586 shares; 2024Q4: 127,445 shares; 2025Q1: 127,852 shares; 2025Q2: 128,930 shares; 2025Q3: 88,138 shares; 2025Q4: 78,740 shares; 2026Q1: 76,186 shares 76,186 $5.83M 0.56% -2,554 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 36,587 shares; 2025Q3: 40,003 shares; 2025Q4: 42,551 shares; 2026Q1: 44,068 shares 44,068 $5.81M 0.56% +1,517 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 480 shares; 2025Q1: 87 shares; 2025Q2: 68,509 shares; 2025Q3: 76,148 shares; 2025Q4: 78,973 shares; 2026Q1: 80,736 shares 80,736 $5.8M 0.56% +1,763 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: 17,531 shares; 2024Q4: 17,795 shares; 2025Q1: 17,225 shares; 2025Q2: 18,101 shares; 2025Q3: 18,635 shares; 2025Q4: 19,755 shares; 2026Q1: 19,585 shares 19,585 $5.76M 0.55% -170 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,945 shares; 2025Q1: 10,398 shares; 2025Q2: 13,341 shares; 2025Q3: 14,756 shares; 2025Q4: 16,679 shares; 2026Q1: 17,406 shares 17,406 $5.69M 0.55% +727 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: 83,740 shares; 2024Q4: 85,018 shares; 2025Q1: 89,866 shares; 2025Q2: 94,439 shares; 2025Q3: 98,615 shares; 2025Q4: 105,497 shares; 2026Q1: 109,828 shares 109,828 $5.5M 0.53% +4,331 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: 22,351 shares; 2024Q4: 22,453 shares; 2025Q1: 23,786 shares; 2025Q2: 25,786 shares; 2025Q3: 25,466 shares; 2025Q4: 26,127 shares; 2026Q1: 27,394 shares 27,394 $5.37M 0.52% +1,267 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: 37,364 shares; 2024Q4: 37,486 shares; 2025Q1: 36,915 shares; 2025Q2: 42,006 shares; 2025Q3: 43,018 shares; 2025Q4: 44,054 shares; 2026Q1: 53,900 shares 53,900 $5.28M 0.51% +9,846 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: 311 shares; 2024Q4: 270 shares; 2025Q1: 334 shares; 2025Q2: 11,960 shares; 2025Q3: not reported; 2025Q4: 18,483 shares; 2026Q1: 19,565 shares 19,565 $5.22M 0.5% +1,082 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,865 shares; 2024Q4: 56,953 shares; 2025Q1: 76,330 shares; 2025Q2: 90,738 shares; 2025Q3: 100,279 shares; 2025Q4: 108,526 shares; 2026Q1: 113,246 shares 113,246 $5.22M 0.5% +4,720 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,135 shares; 2025Q1: 9,445 shares; 2025Q2: 9,330 shares; 2025Q3: 10,345 shares; 2025Q4: 11,045 shares; 2026Q1: 10,617 shares 10,617 $5.09M 0.49% -428 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: 53,726 shares; 2024Q4: 53,760 shares; 2025Q1: 54,390 shares; 2025Q2: 54,436 shares; 2025Q3: 82,209 shares; 2025Q4: 80,803 shares; 2026Q1: 94,936 shares 94,936 $5M 0.48% +14,133 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,442 shares; 2024Q4: 38,759 shares; 2025Q1: 40,881 shares; 2025Q2: 43,319 shares; 2025Q3: 44,425 shares; 2025Q4: 44,474 shares; 2026Q1: 45,168 shares 45,168 $4.95M 0.48% +694 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,411 shares; 2024Q4: 16,934 shares; 2025Q1: 17,437 shares; 2025Q2: 17,737 shares; 2025Q3: 21,203 shares; 2025Q4: 22,632 shares; 2026Q1: 23,144 shares 23,144 $4.79M 0.46% +512 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: 62,287 shares; 2024Q4: 65,674 shares; 2025Q1: 68,807 shares; 2025Q2: 69,141 shares; 2025Q3: 73,363 shares; 2025Q4: 97,293 shares; 2026Q1: 102,826 shares 102,826 $4.75M 0.46% +5,533 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: 10,794 shares; 2024Q4: 10,965 shares; 2025Q1: 11,536 shares; 2025Q2: 12,544 shares; 2025Q3: 13,465 shares; 2025Q4: 14,221 shares; 2026Q1: 14,901 shares 14,901 $4.61M 0.44% +680 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,144 shares; 2024Q4: 66,142 shares; 2025Q1: 70,361 shares; 2025Q2: 77,430 shares; 2025Q3: 105,250 shares; 2025Q4: 123,318 shares; 2026Q1: 155,139 shares 155,139 $4.58M 0.44% +31,821 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: 13,619 shares; 2024Q4: 13,418 shares; 2025Q1: 12,327 shares; 2025Q2: 11,377 shares; 2025Q3: 11,947 shares; 2025Q4: 11,852 shares; 2026Q1: 10,414 shares 10,414 $4.48M 0.43% -1,438 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: 6,224 shares; 2024Q4: 6,800 shares; 2025Q1: 16,721 shares; 2025Q2: 15,926 shares; 2025Q3: 24,974 shares; 2025Q4: 31,123 shares; 2026Q1: 50,157 shares 50,157 $4.35M 0.42% +19,034 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: 122,317 shares; 2024Q4: 124,150 shares; 2025Q1: 120,531 shares; 2025Q2: 112,396 shares; 2025Q3: 113,695 shares; 2025Q4: 114,608 shares; 2026Q1: 109,401 shares 109,401 $4.2M 0.4% -5,207 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: 12,919 shares; 2024Q4: 12,917 shares; 2025Q1: 15,201 shares; 2025Q2: 14,103 shares; 2025Q3: 14,373 shares; 2025Q4: 16,727 shares; 2026Q1: 14,675 shares 14,675 $4.16M 0.4% -2,052 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: 12,905 shares; 2024Q4: 12,927 shares; 2025Q1: 12,843 shares; 2025Q2: 15,370 shares; 2025Q3: 15,946 shares; 2025Q4: 16,305 shares; 2026Q1: 16,618 shares 16,618 $4.12M 0.4% +313 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: 63,518 shares; 2024Q4: 61,426 shares; 2025Q1: 58,155 shares; 2025Q2: 55,743 shares; 2025Q3: 56,569 shares; 2025Q4: 54,598 shares; 2026Q1: 56,135 shares 56,135 $4.09M 0.39% +1,537 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: 31,611 shares; 2024Q4: 28,923 shares; 2025Q1: 29,790 shares; 2025Q2: 27,781 shares; 2025Q3: 48,965 shares; 2025Q4: 32,474 shares; 2026Q1: 79,031 shares 79,031 $4M 0.38% +46,557 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: 67,478 shares; 2024Q4: 72,511 shares; 2025Q1: 73,414 shares; 2025Q2: 82,303 shares; 2025Q3: 90,018 shares; 2025Q4: 99,744 shares; 2026Q1: 101,436 shares 101,436 $4M 0.38% +1,692 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,222 shares; 2025Q1: 18,952 shares; 2025Q2: 17,219 shares; 2025Q3: 17,412 shares; 2025Q4: 16,445 shares; 2026Q1: 13,556 shares 13,556 $3.89M 0.37% -2,889 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 12,632 shares; 2025Q1: 12,407 shares; 2025Q2: 9,353 shares; 2025Q3: 31,422 shares; 2025Q4: 27,134 shares; 2026Q1: 34,449 shares 34,449 $3.87M 0.37% +7,315 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: 5,218 shares; 2024Q4: 5,178 shares; 2025Q1: 5,198 shares; 2025Q2: 5,464 shares; 2025Q3: 6,074 shares; 2025Q4: 6,800 shares; 2026Q1: 6,655 shares 6,655 $3.81M 0.37% -145 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,114 shares; 2024Q4: 87,960 shares; 2025Q1: 92,200 shares; 2025Q2: 97,558 shares; 2025Q3: 91,689 shares; 2025Q4: 82,663 shares; 2026Q1: 79,364 shares 79,364 $3.72M 0.36% -3,299 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: 58,483 shares; 2024Q4: 61,416 shares; 2025Q1: 58,838 shares; 2025Q2: 64,382 shares; 2025Q3: 69,941 shares; 2025Q4: 72,625 shares; 2026Q1: 78,237 shares 78,237 $3.68M 0.35% +5,612 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: 35,767 shares; 2024Q4: 46,230 shares; 2025Q1: 57,615 shares; 2025Q2: 81,086 shares; 2025Q3: 74,295 shares; 2025Q4: 73,324 shares; 2026Q1: 73,108 shares 73,108 $3.64M 0.35% -216 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: 40,981 shares; 2024Q4: 41,651 shares; 2025Q1: 38,846 shares; 2025Q2: 38,629 shares; 2025Q3: 38,547 shares; 2025Q4: 36,476 shares; 2026Q1: 36,167 shares 36,167 $3.61M 0.35% -309 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,831 shares; 2024Q4: 59,469 shares; 2025Q1: 61,366 shares; 2025Q2: 24,905 shares; 2025Q3: 26,116 shares; 2025Q4: 21,942 shares; 2026Q1: 21,247 shares 21,247 $3.6M 0.35% -695 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: 7,527 shares; 2024Q4: 7,481 shares; 2025Q1: 6,635 shares; 2025Q2: 7,164 shares; 2025Q3: 8,901 shares; 2025Q4: 9,622 shares; 2026Q1: 9,504 shares 9,504 $3.53M 0.34% -118 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: 6,365 shares; 2024Q4: 6,623 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 7,217 shares; 2025Q4: 7,551 shares; 2026Q1: 7,967 shares 7,967 $3.48M 0.33% +416 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,032 shares; 2026Q1: 44,256 shares 44,256 $3.45M 0.33% +10,224 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,462 shares; 2024Q4: 55,791 shares; 2025Q1: 41,792 shares; 2025Q2: 40,179 shares; 2025Q3: 38,685 shares; 2025Q4: 38,676 shares; 2026Q1: 42,440 shares 42,440 $3.27M 0.31% +3,764 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: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $3.26M 0.31% 0 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: 9,570 shares; 2024Q4: 10,006 shares; 2025Q1: 19,695 shares; 2025Q2: 24,225 shares; 2025Q3: 45,011 shares; 2025Q4: 70,060 shares; 2026Q1: 94,030 shares 94,030 $3.24M 0.31% +23,970 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,348 shares; 2024Q4: 52,399 shares; 2025Q1: 64,414 shares; 2025Q2: 67,909 shares; 2025Q3: 69,667 shares; 2025Q4: 73,173 shares; 2026Q1: 73,194 shares 73,194 $3.2M 0.31% +21 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: 119,352 shares; 2024Q4: 130,728 shares; 2025Q1: 130,476 shares; 2025Q2: 127,094 shares; 2025Q3: 131,443 shares; 2025Q4: 145,489 shares; 2026Q1: 142,153 shares 142,153 $3.18M 0.3% -3,336 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,411 shares; 2024Q4: 45,397 shares; 2025Q1: 47,816 shares; 2025Q2: 52,395 shares; 2025Q3: 60,201 shares; 2025Q4: 73,375 shares; 2026Q1: 73,056 shares 73,056 $3.09M 0.3% -319 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: 14,309 shares; 2024Q4: 14,405 shares; 2025Q1: 14,428 shares; 2025Q2: 13,806 shares; 2025Q3: 13,771 shares; 2025Q4: 13,915 shares; 2026Q1: 13,851 shares 13,851 $3.01M 0.29% -64 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,984 shares 14,984 $2.96M 0.28% new 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: 88,872 shares; 2024Q4: 87,307 shares; 2025Q1: 70,642 shares; 2025Q2: 63,572 shares; 2025Q3: 64,850 shares; 2025Q4: 54,127 shares; 2026Q1: 31,953 shares 31,953 $2.93M 0.28% -22,174 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: 31,836 shares; 2024Q4: 32,640 shares; 2025Q1: 33,405 shares; 2025Q2: 38,149 shares; 2025Q3: 40,305 shares; 2025Q4: 41,675 shares; 2026Q1: 41,934 shares 41,934 $2.92M 0.28% +259 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: 29,319 shares; 2024Q4: 31,150 shares; 2025Q1: 32,102 shares; 2025Q2: 32,370 shares; 2025Q3: 33,289 shares; 2025Q4: 34,886 shares; 2026Q1: 36,046 shares 36,046 $2.86M 0.27% +1,160 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: 12,850 shares; 2024Q4: 12,853 shares; 2025Q1: 12,864 shares; 2025Q2: 17,877 shares; 2025Q3: 19,546 shares; 2025Q4: 28,365 shares; 2026Q1: 29,369 shares 29,369 $2.86M 0.27% +1,004 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,443 shares; 2025Q1: 1,353 shares; 2025Q2: 1,723 shares; 2025Q3: 2,607 shares; 2025Q4: 3,178 shares; 2026Q1: 3,864 shares 3,864 $2.74M 0.26% +686 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: 38,876 shares; 2024Q4: 39,708 shares; 2025Q1: 46,512 shares; 2025Q2: 52,496 shares; 2025Q3: 52,833 shares; 2025Q4: 54,001 shares; 2026Q1: 54,808 shares 54,808 $2.71M 0.26% +807 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,594 shares; 2024Q4: 25,619 shares; 2025Q1: 26,031 shares; 2025Q2: 26,045 shares; 2025Q3: 25,335 shares; 2025Q4: 23,270 shares; 2026Q1: 24,045 shares 24,045 $2.55M 0.24% +775 Timeline COPX 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: 65 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 18,072 shares; 2025Q4: 31,756 shares; 2026Q1: 32,409 shares 32,409 $2.47M 0.24% +653 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 3,908 shares; 2025Q2: 4,452 shares; 2025Q3: 4,551 shares; 2025Q4: 4,433 shares; 2026Q1: 4,483 shares 4,483 $2.44M 0.23% +50 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,378 shares; 2024Q4: 31,502 shares; 2025Q1: 43,886 shares; 2025Q2: 42,502 shares; 2025Q3: 41,430 shares; 2025Q4: 40,062 shares; 2026Q1: 22,275 shares 22,275 $2.42M 0.23% -17,787 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: 24,489 shares; 2024Q4: 24,734 shares; 2025Q1: 24,060 shares; 2025Q2: 24,507 shares; 2025Q3: 24,665 shares; 2025Q4: 25,600 shares; 2026Q1: 26,873 shares 26,873 $2.38M 0.23% +1,273 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,761 shares; 2024Q4: 67,448 shares; 2025Q1: 62,881 shares; 2025Q2: 76,691 shares; 2025Q3: 98,337 shares; 2025Q4: 105,465 shares; 2026Q1: 105,651 shares 105,651 $2.35M 0.23% +186 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,031 shares; 2024Q4: 36,586 shares; 2025Q1: 35,587 shares; 2025Q2: 51,670 shares; 2025Q3: 52,813 shares; 2025Q4: 53,793 shares; 2026Q1: 52,035 shares 52,035 $2.32M 0.22% -1,758 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,856 shares; 2024Q4: 71,603 shares; 2025Q1: 71,098 shares; 2025Q2: 68,885 shares; 2025Q3: 70,407 shares; 2025Q4: 68,474 shares; 2026Q1: 89,282 shares 89,282 $2.31M 0.22% +20,808 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,412 shares 14,412 $2.31M 0.22% new 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: 1,501 shares; 2024Q4: 1,594 shares; 2025Q1: 1,927 shares; 2025Q2: 2,175 shares; 2025Q3: 1,799 shares; 2025Q4: 2,103 shares; 2026Q1: 2,448 shares 2,448 $2.25M 0.22% +345 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,330 shares; 2024Q4: 112,330 shares; 2025Q1: 74,886 shares; 2025Q2: 74,886 shares; 2025Q3: 37,443 shares; 2025Q4: 37,443 shares; 2026Q1: 37,443 shares 37,443 $2.23M 0.21% 0 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: 9,172 shares; 2024Q4: 8,346 shares; 2025Q1: 9,109 shares; 2025Q2: 9,999 shares; 2025Q3: 12,003 shares; 2025Q4: 12,466 shares; 2026Q1: 15,251 shares 15,251 $2.2M 0.21% +2,785 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: 44,824 shares; 2024Q4: 45,055 shares; 2025Q1: 43,379 shares; 2025Q2: 41,015 shares; 2025Q3: 33,619 shares; 2025Q4: 32,318 shares; 2026Q1: 32,234 shares 32,234 $2.18M 0.21% -84 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: 5,787 shares; 2024Q4: 5,875 shares; 2025Q1: 5,791 shares; 2025Q2: 5,957 shares; 2025Q3: 5,967 shares; 2025Q4: 6,509 shares; 2026Q1: 6,459 shares 6,459 $2.12M 0.2% -50 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: 8,148 shares; 2024Q4: 7,594 shares; 2025Q1: 6,602 shares; 2025Q2: 9,610 shares; 2025Q3: 9,863 shares; 2025Q4: 10,143 shares; 2026Q1: 8,589 shares 8,589 $2.1M 0.2% -1,554 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,883 shares; 2024Q4: 24,179 shares; 2025Q1: 25,088 shares; 2025Q2: 25,436 shares; 2025Q3: 26,345 shares; 2025Q4: 24,907 shares; 2026Q1: 24,967 shares 24,967 $2.08M 0.2% +60 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,508 shares; 2024Q4: 6,405 shares; 2025Q1: 6,560 shares; 2025Q2: 9,232 shares; 2025Q3: 9,645 shares; 2025Q4: 10,982 shares; 2026Q1: 18,172 shares 18,172 $2.06M 0.2% +7,190 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: 4,412 shares; 2024Q4: 4,424 shares; 2025Q1: 4,240 shares; 2025Q2: 3,979 shares; 2025Q3: 3,842 shares; 2025Q4: 4,063 shares; 2026Q1: 4,090 shares 4,090 $2.04M 0.2% +27 Timeline TYA 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: 153,885 shares; 2025Q4: 84,056 shares; 2026Q1: 155,129 shares 155,129 $2.04M 0.2% +71,073 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: 4,446 shares; 2024Q4: 4,574 shares; 2025Q1: 5,002 shares; 2025Q2: 5,088 shares; 2025Q3: 5,218 shares; 2025Q4: 5,388 shares; 2026Q1: 5,506 shares 5,506 $2.02M 0.19% +118 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 15,217 shares; 2025Q1: 16,923 shares; 2025Q2: 16,951 shares; 2025Q3: 19,590 shares; 2025Q4: 24,330 shares; 2026Q1: 25,341 shares 25,341 $2.02M 0.19% +1,011 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: 9,906 shares; 2024Q4: 11,429 shares; 2025Q1: 12,148 shares; 2025Q2: 14,798 shares; 2025Q3: 15,434 shares; 2025Q4: 21,448 shares; 2026Q1: 33,295 shares 33,295 $1.99M 0.19% +11,847 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: 31,092 shares; 2024Q4: 31,156 shares; 2025Q1: 30,974 shares; 2025Q2: 25,711 shares; 2025Q3: 18,022 shares; 2025Q4: 16,845 shares; 2026Q1: 15,917 shares 15,917 $1.98M 0.19% -928 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: 29,528 shares; 2024Q4: 34,412 shares; 2025Q1: 46,796 shares; 2025Q2: 62,117 shares; 2025Q3: 68,595 shares; 2025Q4: 83,408 shares; 2026Q1: 84,577 shares 84,577 $1.97M 0.19% +1,169 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,859 shares; 2024Q4: 35,062 shares; 2025Q1: 35,064 shares; 2025Q2: 34,837 shares; 2025Q3: 34,868 shares; 2025Q4: 41,839 shares; 2026Q1: 41,882 shares 41,882 $1.95M 0.19% +43 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,374 shares; 2025Q1: 2,359 shares; 2025Q2: 2,516 shares; 2025Q3: 3,235 shares; 2025Q4: 3,601 shares; 2026Q1: 3,908 shares 3,908 $1.94M 0.19% +307 Timeline SPIP 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: 61,219 shares; 2024Q4: 62,682 shares; 2025Q1: 65,544 shares; 2025Q2: 65,744 shares; 2025Q3: 67,230 shares; 2025Q4: 71,341 shares; 2026Q1: 74,110 shares 74,110 $1.93M 0.18% +2,769 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,791 shares; 2026Q1: 40,876 shares 40,876 $1.9M 0.18% +27,085 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: 19,903 shares; 2024Q4: 20,911 shares; 2025Q1: 20,941 shares; 2025Q2: 22,940 shares; 2025Q3: 24,245 shares; 2025Q4: 25,064 shares; 2026Q1: 22,708 shares 22,708 $1.88M 0.18% -2,356 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: 9,757 shares; 2024Q4: 9,357 shares; 2025Q1: 9,341 shares; 2025Q2: 8,949 shares; 2025Q3: 6,211 shares; 2025Q4: 6,196 shares; 2026Q1: 6,193 shares 6,193 $1.87M 0.18% -3 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,642 shares; 2025Q4: 46,767 shares; 2026Q1: 39,907 shares 39,907 $1.86M 0.18% -6,860 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: 30,305 shares; 2024Q4: 30,309 shares; 2025Q1: 20,730 shares; 2025Q2: 26,901 shares; 2025Q3: 25,488 shares; 2025Q4: 26,291 shares; 2026Q1: 28,575 shares 28,575 $1.83M 0.18% +2,284 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: 85,904 shares; 2024Q4: 87,059 shares; 2025Q1: 6,410 shares; 2025Q2: 7,378 shares; 2025Q3: 6,529 shares; 2025Q4: 7,888 shares; 2026Q1: 16,322 shares 16,322 $1.8M 0.17% +8,434 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 77 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 16,528 shares; 2025Q4: 14,325 shares; 2026Q1: 14,575 shares 14,575 $1.72M 0.17% +250 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: 5,491 shares; 2024Q4: 5,498 shares; 2025Q1: 5,242 shares; 2025Q2: 5,006 shares; 2025Q3: 5,122 shares; 2025Q4: 5,145 shares; 2026Q1: 5,234 shares 5,234 $1.72M 0.17% +89 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,631 shares; 2024Q4: 235,235 shares; 2025Q1: 241,871 shares; 2025Q2: 231,431 shares; 2025Q3: 236,824 shares; 2025Q4: 229,764 shares; 2026Q1: 169,255 shares 169,255 $1.7M 0.16% -60,509 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: 17 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $1.66M 0.16% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,346 shares; 2025Q1: 2,432 shares; 2025Q2: 3,513 shares; 2025Q3: 3,208 shares; 2025Q4: 3,434 shares; 2026Q1: 6,959 shares 6,959 $1.65M 0.16% +3,525 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: 3,342 shares; 2024Q4: 3,448 shares; 2025Q1: 2,948 shares; 2025Q2: 3,066 shares; 2025Q3: 2,889 shares; 2025Q4: 6,074 shares; 2026Q1: 12,821 shares 12,821 $1.65M 0.16% +6,747 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: 29,833 shares; 2024Q4: 29,607 shares; 2025Q1: 28,097 shares; 2025Q2: 24,337 shares; 2025Q3: 25,978 shares; 2025Q4: 23,498 shares; 2026Q1: 32,872 shares 32,872 $1.64M 0.16% +9,374 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,514 shares; 2024Q4: 86,524 shares; 2025Q1: 85,948 shares; 2025Q2: 86,180 shares; 2025Q3: 88,378 shares; 2025Q4: 90,275 shares; 2026Q1: 94,356 shares 94,356 $1.63M 0.16% +4,081 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: 10,416 shares; 2024Q4: 10,589 shares; 2025Q1: 12,289 shares; 2025Q2: 12,762 shares; 2025Q3: 13,354 shares; 2025Q4: 20,817 shares; 2026Q1: 23,478 shares 23,478 $1.6M 0.15% +2,661 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,259 shares; 2025Q3: 22,235 shares; 2025Q4: 26,050 shares; 2026Q1: 33,471 shares 33,471 $1.6M 0.15% +7,421 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,287 shares; 2024Q4: 12,083 shares; 2025Q1: 12,057 shares; 2025Q2: 12,048 shares; 2025Q3: 11,916 shares; 2025Q4: 13,155 shares; 2026Q1: 13,065 shares 13,065 $1.58M 0.15% -90 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: 9,288 shares; 2024Q4: 9,219 shares; 2025Q1: 9,805 shares; 2025Q2: 9,948 shares; 2025Q3: 14,851 shares; 2025Q4: 17,908 shares; 2026Q1: 20,202 shares 20,202 $1.57M 0.15% +2,294 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 6,678 shares; 2025Q1: 2,301 shares; 2025Q2: 43,747 shares; 2025Q3: 47,855 shares; 2025Q4: 48,714 shares; 2026Q1: 50,675 shares 50,675 $1.55M 0.15% +1,961 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: 29,925 shares; 2024Q4: 29,598 shares; 2025Q1: 33,511 shares; 2025Q2: 34,557 shares; 2025Q3: 32,995 shares; 2025Q4: 32,743 shares; 2026Q1: 30,700 shares 30,700 $1.54M 0.15% -2,043 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: 11,036 shares; 2024Q4: 11,300 shares; 2025Q1: 10,327 shares; 2025Q2: 8,859 shares; 2025Q3: 9,518 shares; 2025Q4: 9,159 shares; 2026Q1: 9,313 shares 9,313 $1.54M 0.15% +154 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: 19,000 shares; 2024Q4: 22,214 shares; 2025Q1: 31,062 shares; 2025Q2: 30,391 shares; 2025Q3: 27,902 shares; 2025Q4: 27,116 shares; 2026Q1: 27,409 shares 27,409 $1.52M 0.15% +293 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: 4 shares; 2024Q4: not reported; 2025Q1: 1,994 shares; 2025Q2: 18,972 shares; 2025Q3: 19,456 shares; 2025Q4: 22,157 shares; 2026Q1: 30,105 shares 30,105 $1.52M 0.15% +7,948 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: 31,855 shares; 2024Q4: 31,538 shares; 2025Q1: 26,997 shares; 2025Q2: 29,392 shares; 2025Q3: 28,873 shares; 2025Q4: 27,968 shares; 2026Q1: 27,769 shares 27,769 $1.5M 0.14% -199 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: 10,487 shares; 2024Q4: 11,072 shares; 2025Q1: 10,418 shares; 2025Q2: 18,598 shares; 2025Q3: 20,812 shares; 2025Q4: 27,449 shares; 2026Q1: 29,507 shares 29,507 $1.5M 0.14% +2,058 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: 381 shares; 2024Q4: 337 shares; 2025Q1: 376 shares; 2025Q2: 34,265 shares; 2025Q3: 35,751 shares; 2025Q4: 41,887 shares; 2026Q1: 50,925 shares 50,925 $1.49M 0.14% +9,038 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: 6,928 shares; 2024Q4: 6,961 shares; 2025Q1: 7,362 shares; 2025Q2: 8,963 shares; 2025Q3: 12,425 shares; 2025Q4: 12,270 shares; 2026Q1: 11,336 shares 11,336 $1.48M 0.14% -934 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: 6,696 shares; 2024Q4: 9,390 shares; 2025Q1: 9,583 shares; 2025Q2: 47,436 shares; 2025Q3: 53,398 shares; 2025Q4: 59,438 shares; 2026Q1: 59,411 shares 59,411 $1.47M 0.14% -27 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: 18,033 shares; 2024Q4: 18,045 shares; 2025Q1: 15,350 shares; 2025Q2: 18,144 shares; 2025Q3: 17,139 shares; 2025Q4: 16,061 shares; 2026Q1: 15,814 shares 15,814 $1.47M 0.14% -247 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,822 shares; 2024Q4: 33,729 shares; 2025Q1: 34,641 shares; 2025Q2: 34,571 shares; 2025Q3: 31,885 shares; 2025Q4: 31,885 shares; 2026Q1: 31,463 shares 31,463 $1.45M 0.14% -422 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: 3,657 shares; 2024Q4: 2,764 shares; 2025Q1: 2,897 shares; 2025Q2: 6,298 shares; 2025Q3: 6,813 shares; 2025Q4: 7,282 shares; 2026Q1: 7,119 shares 7,119 $1.45M 0.14% -163 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: not reported; 2025Q3: 28,895 shares; 2025Q4: 30,908 shares; 2026Q1: 30,553 shares 30,553 $1.42M 0.14% -355 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,907 shares; 2024Q4: 25,764 shares; 2025Q1: 24,341 shares; 2025Q2: 25,710 shares; 2025Q3: 26,407 shares; 2025Q4: 27,610 shares; 2026Q1: 28,450 shares 28,450 $1.42M 0.14% +840 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: 14,301 shares; 2024Q4: 13,636 shares; 2025Q1: 13,083 shares; 2025Q2: 13,962 shares; 2025Q3: 16,753 shares; 2025Q4: 16,305 shares; 2026Q1: 14,967 shares 14,967 $1.39M 0.13% -1,338 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,603 shares; 2025Q1: 19,675 shares; 2025Q2: 19,831 shares; 2025Q3: 19,752 shares; 2025Q4: 17,855 shares; 2026Q1: 17,302 shares 17,302 $1.36M 0.13% -553 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: 8,798 shares; 2024Q4: 8,914 shares; 2025Q1: 9,034 shares; 2025Q2: 9,551 shares; 2025Q3: 9,651 shares; 2025Q4: 8,949 shares; 2026Q1: 8,959 shares 8,959 $1.36M 0.13% +10 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: 20,644 shares; 2024Q4: 20,491 shares; 2025Q1: 24,131 shares; 2025Q2: 28,188 shares; 2025Q3: 26,280 shares; 2025Q4: 27,290 shares; 2026Q1: 9,196 shares 9,196 $1.35M 0.13% -18,094 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,375 shares; 2025Q1: 6,701 shares; 2025Q2: 6,889 shares; 2025Q3: 6,971 shares; 2025Q4: 7,622 shares; 2026Q1: 9,303 shares 9,303 $1.34M 0.13% +1,681 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: 8,512 shares; 2024Q4: 10,872 shares; 2025Q1: 11,578 shares; 2025Q2: 11,835 shares; 2025Q3: 12,960 shares; 2025Q4: 13,332 shares; 2026Q1: 14,558 shares 14,558 $1.34M 0.13% +1,226 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: 2,572 shares; 2024Q4: 2,670 shares; 2025Q1: 4,335 shares; 2025Q2: 6,668 shares; 2025Q3: 7,830 shares; 2025Q4: 7,995 shares; 2026Q1: 9,172 shares 9,172 $1.34M 0.13% +1,177 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: 3,675 shares; 2024Q4: 3,871 shares; 2025Q1: 3,854 shares; 2025Q2: 20,181 shares; 2025Q3: 22,224 shares; 2025Q4: 25,843 shares; 2026Q1: 7,140 shares 7,140 $1.33M 0.13% -18,703 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: 38,110 shares; 2024Q4: 38,110 shares; 2025Q1: 38,050 shares; 2025Q2: 32,742 shares; 2025Q3: 30,933 shares; 2025Q4: 30,933 shares; 2026Q1: 30,930 shares 30,930 $1.32M 0.13% -3 Timeline MTBA 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: 413 shares; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,924 shares; 2025Q4: 44,510 shares; 2026Q1: 26,598 shares 26,598 $1.32M 0.13% -17,912 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: 4,068 shares; 2024Q4: 4,078 shares; 2025Q1: 4,165 shares; 2025Q2: 4,473 shares; 2025Q3: 4,980 shares; 2025Q4: 5,119 shares; 2026Q1: 5,401 shares 5,401 $1.31M 0.13% +282 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: 15,055 shares; 2024Q4: 14,778 shares; 2025Q1: 14,511 shares; 2025Q2: 12,144 shares; 2025Q3: 18,046 shares; 2025Q4: 18,424 shares; 2026Q1: 17,154 shares 17,154 $1.3M 0.13% -1,270 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,088 shares; 2025Q1: 3,820 shares; 2025Q2: 4,243 shares; 2025Q3: 3,840 shares; 2025Q4: 4,161 shares; 2026Q1: 4,102 shares 4,102 $1.27M 0.12% -59 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,983 shares; 2025Q1: 6,622 shares; 2025Q2: 6,659 shares; 2025Q3: 7,214 shares; 2025Q4: 7,152 shares; 2026Q1: 11,885 shares 11,885 $1.27M 0.12% +4,733 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: 12,522 shares; 2024Q4: 12,626 shares; 2025Q1: 12,806 shares; 2025Q2: 12,087 shares; 2025Q3: 12,085 shares; 2025Q4: 12,231 shares; 2026Q1: 12,251 shares 12,251 $1.26M 0.12% +20 Timeline EWY 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,432 shares; 2026Q1: 10,154 shares 10,154 $1.25M 0.12% +722 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 14,032 shares; 2025Q3: 14,761 shares; 2025Q4: 15,638 shares; 2026Q1: 27,503 shares 27,503 $1.24M 0.12% +11,865 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,286 shares; 2025Q3: 5,858 shares; 2025Q4: 7,525 shares; 2026Q1: 22,519 shares 22,519 $1.23M 0.12% +14,994 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 6,069 shares; 2025Q1: 6,336 shares; 2025Q2: 8,378 shares; 2025Q3: 6,191 shares; 2025Q4: 5,846 shares; 2026Q1: 5,874 shares 5,874 $1.23M 0.12% +28 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,224 shares; 2025Q1: 2,046 shares; 2025Q2: 2,228 shares; 2025Q3: 2,159 shares; 2025Q4: 2,469 shares; 2026Q1: 2,459 shares 2,459 $1.21M 0.12% -10 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,471 shares; 2025Q4: 26,566 shares; 2026Q1: 39,966 shares 39,966 $1.19M 0.11% +13,400 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: 8,671 shares; 2024Q4: 8,081 shares; 2025Q1: 7,740 shares; 2025Q2: 7,802 shares; 2025Q3: 7,929 shares; 2025Q4: 9,074 shares; 2026Q1: 9,881 shares 9,881 $1.19M 0.11% +807 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,890 shares; 2024Q4: 25,654 shares; 2025Q1: 23,514 shares; 2025Q2: 25,640 shares; 2025Q3: 27,434 shares; 2025Q4: 27,587 shares; 2026Q1: 27,579 shares 27,579 $1.19M 0.11% -8 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: 35,756 shares; 2024Q4: 36,399 shares; 2025Q1: 48,376 shares; 2025Q2: 46,384 shares; 2025Q3: 44,452 shares; 2025Q4: 43,502 shares; 2026Q1: 40,450 shares 40,450 $1.17M 0.11% -3,052 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: 15,527 shares; 2024Q4: 15,919 shares; 2025Q1: 19,255 shares; 2025Q2: 15,618 shares; 2025Q3: 14,822 shares; 2025Q4: 14,459 shares; 2026Q1: 14,629 shares 14,629 $1.16M 0.11% +170 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: 6,806 shares; 2025Q1: 6,875 shares; 2025Q2: 6,838 shares; 2025Q3: 6,894 shares; 2025Q4: 7,032 shares; 2026Q1: 6,885 shares 6,885 $1.16M 0.11% -147 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: 489 shares; 2024Q4: 413 shares; 2025Q1: 433 shares; 2025Q2: 2,251 shares; 2025Q3: 2,472 shares; 2025Q4: 2,442 shares; 2026Q1: 2,507 shares 2,507 $1.16M 0.11% +65 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,154 shares; 2025Q1: 5,635 shares; 2025Q2: 3,762 shares; 2025Q3: 3,498 shares; 2025Q4: 3,258 shares; 2026Q1: 3,254 shares 3,254 $1.14M 0.11% -4 Timeline VONE 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: 4,193 shares; 2024Q4: 4,258 shares; 2025Q1: 4,258 shares; 2025Q2: 3,788 shares; 2025Q3: 3,792 shares; 2025Q4: 3,804 shares; 2026Q1: 3,818 shares 3,818 $1.13M 0.11% +14 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,821 shares; 2024Q4: 29,471 shares; 2025Q1: 18,749 shares; 2025Q2: 30,835 shares; 2025Q3: 26,954 shares; 2025Q4: 26,930 shares; 2026Q1: 28,047 shares 28,047 $1.12M 0.11% +1,117 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: 6,369 shares; 2024Q4: 6,875 shares; 2025Q1: 6,005 shares; 2025Q2: 4,554 shares; 2025Q3: 4,551 shares; 2025Q4: 4,517 shares; 2026Q1: 5,227 shares 5,227 $1.12M 0.11% +710 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: 4,368 shares; 2024Q4: 4,411 shares; 2025Q1: 4,085 shares; 2025Q2: 4,162 shares; 2025Q3: 4,347 shares; 2025Q4: 5,446 shares; 2026Q1: 5,317 shares 5,317 $1.12M 0.11% -129 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,295 shares; 2025Q1: 6,635 shares; 2025Q2: 7,054 shares; 2025Q3: 6,240 shares; 2025Q4: 6,775 shares; 2026Q1: 7,019 shares 7,019 $1.12M 0.11% +244 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: 3,008 shares; 2024Q4: 3,043 shares; 2025Q1: 3,051 shares; 2025Q2: 3,031 shares; 2025Q3: 1,993 shares; 2025Q4: 2,101 shares; 2026Q1: 2,041 shares 2,041 $1.12M 0.11% -60 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: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 2,192 shares; 2025Q2: 5,288 shares; 2025Q3: 5,932 shares; 2025Q4: 6,084 shares; 2026Q1: 5,646 shares 5,646 $1.12M 0.11% -438 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: 3,918 shares; 2024Q4: 3,976 shares; 2025Q1: 4,822 shares; 2025Q2: 4,144 shares; 2025Q3: 4,937 shares; 2025Q4: 13,906 shares; 2026Q1: 12,553 shares 12,553 $1.11M 0.11% -1,353 Timeline FSIG 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: 33,801 shares; 2024Q4: 33,866 shares; 2025Q1: 33,866 shares; 2025Q2: 47,176 shares; 2025Q3: 46,720 shares; 2025Q4: 49,746 shares; 2026Q1: 56,791 shares 56,791 $1.08M 0.1% +7,045 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: 526 shares; 2024Q4: 544 shares; 2025Q1: 513 shares; 2025Q2: 546 shares; 2025Q3: 630 shares; 2025Q4: 697 shares; 2026Q1: 723 shares 723 $1.06M 0.1% +26 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: not reported; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 22,300 shares 22,300 $1.06M 0.1% 0 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: 6,816 shares; 2024Q4: 6,985 shares; 2025Q1: 7,147 shares; 2025Q2: 7,153 shares; 2025Q3: 7,138 shares; 2025Q4: 7,142 shares; 2026Q1: 7,156 shares 7,156 $1.06M 0.1% +14 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: 638 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: not reported; 2025Q3: 5,257 shares; 2025Q4: 7,109 shares; 2026Q1: 9,419 shares 9,419 $1.04M 0.1% +2,310 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 19,951 shares; 2025Q1: 22,165 shares; 2025Q2: 35,432 shares; 2025Q3: 35,243 shares; 2025Q4: 36,955 shares; 2026Q1: 36,919 shares 36,919 $1.03M 0.1% -36 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,341 shares; 2024Q4: 33,454 shares; 2025Q1: 34,695 shares; 2025Q2: 35,050 shares; 2025Q3: 35,536 shares; 2025Q4: 34,151 shares; 2026Q1: 35,786 shares 35,786 $1.03M 0.1% +1,635 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,906 shares; 2024Q4: 56,678 shares; 2025Q1: 8,599 shares; 2025Q2: 122,183 shares; 2025Q3: 71,831 shares; 2025Q4: 44,795 shares; 2026Q1: 29,965 shares 29,965 $1.03M 0.1% -14,830 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: 3,909 shares; 2024Q4: 4,129 shares; 2025Q1: 4,492 shares; 2025Q2: 4,779 shares; 2025Q3: 5,141 shares; 2025Q4: 5,493 shares; 2026Q1: 5,618 shares 5,618 $1.02M 0.1% +125 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: 16,470 shares; 2024Q4: 16,707 shares; 2025Q1: 22,196 shares; 2025Q2: 22,621 shares; 2025Q3: 20,671 shares; 2025Q4: 19,854 shares; 2026Q1: 20,726 shares 20,726 $1.01M 0.1% +872 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: 6,399 shares; 2024Q4: 6,519 shares; 2025Q1: 6,070 shares; 2025Q2: 6,323 shares; 2025Q3: 7,651 shares; 2025Q4: 8,558 shares; 2026Q1: 8,898 shares 8,898 $1.01M 0.1% +340 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 10,038 shares; 2025Q1: 10,445 shares; 2025Q2: 11,143 shares; 2025Q3: 9,273 shares; 2025Q4: 12,174 shares; 2026Q1: 10,689 shares 10,689 $1M 0.1% -1,485 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 14,054 shares; 2025Q1: 13,567 shares; 2025Q2: 13,538 shares; 2025Q3: 13,183 shares; 2025Q4: 12,947 shares; 2026Q1: 12,697 shares 12,697 $1M 0.1% -250 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,791 shares; 2025Q1: 4,971 shares; 2025Q2: 6,064 shares; 2025Q3: 7,090 shares; 2025Q4: 8,200 shares; 2026Q1: 6,989 shares 6,989 $999K 0.1% -1,211 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 22,358 shares; 2025Q1: 21,512 shares; 2025Q2: 25,208 shares; 2025Q3: 25,208 shares; 2025Q4: 25,208 shares; 2026Q1: 24,739 shares 24,739 $985K 0.09% -469 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: 8,034 shares; 2024Q4: 9,522 shares; 2025Q1: 16,642 shares; 2025Q2: 22,602 shares; 2025Q3: 24,453 shares; 2025Q4: 28,501 shares; 2026Q1: 33,409 shares 33,409 $973K 0.09% +4,908 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: 17,569 shares; 2024Q4: 18,013 shares; 2025Q1: 17,987 shares; 2025Q2: 11,617 shares; 2025Q3: 10,936 shares; 2025Q4: 10,256 shares; 2026Q1: 9,960 shares 9,960 $960K 0.09% -296 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: 639 shares; 2024Q4: 639 shares; 2025Q1: 1,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,641 shares 15,641 $958K 0.09% new 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: 2,853 shares; 2024Q4: 3,102 shares; 2025Q1: 3,263 shares; 2025Q2: 3,292 shares; 2025Q3: 3,267 shares; 2025Q4: 3,212 shares; 2026Q1: 3,162 shares 3,162 $957K 0.09% -50 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: 723 shares; 2024Q4: 788 shares; 2025Q1: 862 shares; 2025Q2: 1,017 shares; 2025Q3: 1,093 shares; 2025Q4: 11,986 shares; 2026Q1: 9,866 shares 9,866 $949K 0.09% -2,120 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,174 shares; 2025Q1: 23,581 shares; 2025Q2: 26,162 shares; 2025Q3: 21,643 shares; 2025Q4: 21,639 shares; 2026Q1: 20,352 shares 20,352 $936K 0.09% -1,287 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 25,534 shares; 2025Q1: 24,755 shares; 2025Q2: 23,120 shares; 2025Q3: 23,098 shares; 2025Q4: 22,759 shares; 2026Q1: 22,607 shares 22,607 $928K 0.09% -152 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 16,994 shares; 2025Q1: 16,994 shares; 2025Q2: 17,188 shares; 2025Q3: 17,188 shares; 2025Q4: 17,188 shares; 2026Q1: 17,188 shares 17,188 $927K 0.09% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,704 shares 9,704 $926K 0.09% new 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: 28,148 shares; 2024Q4: 25,399 shares; 2025Q1: 24,080 shares; 2025Q2: 18,599 shares; 2025Q3: 25,661 shares; 2025Q4: 28,286 shares; 2026Q1: 32,250 shares 32,250 $906K 0.09% +3,964 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 4,113 shares; 2025Q3: 3,020 shares; 2025Q4: 2,977 shares; 2026Q1: 3,314 shares 3,314 $897K 0.09% +337 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,080 shares; 2024Q4: 14,499 shares; 2025Q1: 14,441 shares; 2025Q2: 12,348 shares; 2025Q3: 12,309 shares; 2025Q4: 12,657 shares; 2026Q1: 13,339 shares 13,339 $876K 0.08% +682 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,688 shares; 2025Q1: 3,628 shares; 2025Q2: 3,177 shares; 2025Q3: 2,829 shares; 2025Q4: 2,575 shares; 2026Q1: 2,574 shares 2,574 $870K 0.08% -1 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 19,715 shares; 2025Q1: 19,715 shares; 2025Q2: 21,218 shares; 2025Q3: 21,218 shares; 2025Q4: 18,985 shares; 2026Q1: 18,985 shares 18,985 $870K 0.08% 0 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: 3,268 shares; 2024Q4: 2,668 shares; 2025Q1: 3,819 shares; 2025Q2: not reported; 2025Q3: 12,367 shares; 2025Q4: 16,597 shares; 2026Q1: 12,743 shares 12,743 $868K 0.08% -3,854 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: 4,634 shares; 2024Q4: 4,621 shares; 2025Q1: 4,574 shares; 2025Q2: 4,929 shares; 2025Q3: 5,138 shares; 2025Q4: 5,711 shares; 2026Q1: 6,008 shares 6,008 $837K 0.08% +297 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: 4,042 shares; 2024Q4: 4,035 shares; 2025Q1: 4,388 shares; 2025Q2: 7,120 shares; 2025Q3: 8,632 shares; 2025Q4: 18,150 shares; 2026Q1: 18,184 shares 18,184 $834K 0.08% +34 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: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,958 shares; 2025Q4: 3,857 shares; 2026Q1: 3,848 shares 3,848 $822K 0.08% -9 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,760 shares; 2025Q1: 3,600 shares; 2025Q2: 3,469 shares; 2025Q3: 3,409 shares; 2025Q4: 11,592 shares; 2026Q1: 10,155 shares 10,155 $822K 0.08% -1,437 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: 5,298 shares; 2024Q4: 5,522 shares; 2025Q1: 5,059 shares; 2025Q2: 5,408 shares; 2025Q3: 7,277 shares; 2025Q4: 8,211 shares; 2026Q1: 8,307 shares 8,307 $807K 0.08% +96 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 11,647 shares; 2025Q1: 7,359 shares; 2025Q2: 11,713 shares; 2025Q3: 11,710 shares; 2025Q4: 18,697 shares; 2026Q1: 18,691 shares 18,691 $806K 0.08% -6 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,510 shares; 2025Q1: 2,733 shares; 2025Q2: 3,001 shares; 2025Q3: 1,845 shares; 2025Q4: 1,897 shares; 2026Q1: 1,923 shares 1,923 $801K 0.08% +26 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 24,345 shares; 2025Q1: 25,231 shares; 2025Q2: 38,473 shares; 2025Q3: 38,004 shares; 2025Q4: 36,110 shares; 2026Q1: 37,530 shares 37,530 $794K 0.08% +1,420 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: 3,448 shares; 2024Q4: 3,630 shares; 2025Q1: 4,787 shares; 2025Q2: 4,904 shares; 2025Q3: 5,273 shares; 2025Q4: 5,326 shares; 2026Q1: 5,449 shares 5,449 $790K 0.08% +123 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: 6,772 shares; 2024Q4: 6,771 shares; 2025Q1: 6,886 shares; 2025Q2: 4,913 shares; 2025Q3: 4,581 shares; 2025Q4: 3,979 shares; 2026Q1: 4,102 shares 4,102 $787K 0.08% +123 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,343 shares; 2024Q4: 25,747 shares; 2025Q1: 25,605 shares; 2025Q2: 25,944 shares; 2025Q3: 27,333 shares; 2025Q4: 33,102 shares; 2026Q1: 32,983 shares 32,983 $763K 0.07% -119 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 118 shares; 2025Q1: 157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,979 shares 3,979 $754K 0.07% new 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: 37,469 shares; 2024Q4: 39,751 shares; 2025Q1: 30,530 shares; 2025Q2: 35,558 shares; 2025Q3: 30,923 shares; 2025Q4: 29,403 shares; 2026Q1: 29,157 shares 29,157 $748K 0.07% -246 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: 3,551 shares; 2024Q4: 3,638 shares; 2025Q1: 3,910 shares; 2025Q2: 4,219 shares; 2025Q3: 5,059 shares; 2025Q4: 4,593 shares; 2026Q1: 4,505 shares 4,505 $741K 0.07% -88 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,675 shares; 2025Q3: 4,737 shares; 2025Q4: 5,679 shares; 2026Q1: 6,383 shares 6,383 $734K 0.07% +704 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 18,031 shares; 2025Q1: 21,103 shares; 2025Q2: 20,204 shares; 2025Q3: 17,263 shares; 2025Q4: 17,266 shares; 2026Q1: 17,266 shares 17,266 $734K 0.07% 0 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: 16,974 shares; 2024Q4: 16,235 shares; 2025Q1: 14,872 shares; 2025Q2: 16,439 shares; 2025Q3: 15,255 shares; 2025Q4: 15,251 shares; 2026Q1: 15,208 shares 15,208 $731K 0.07% -43 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 9 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.07% 0 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: 3,254 shares; 2024Q4: 3,303 shares; 2025Q1: 2,920 shares; 2025Q2: 2,948 shares; 2025Q3: 3,031 shares; 2025Q4: 3,262 shares; 2026Q1: 3,215 shares 3,215 $699K 0.07% -47 Timeline ZAUG 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: 4,143 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: not reported; 2025Q3: 26,405 shares; 2025Q4: 26,438 shares; 2026Q1: 26,117 shares 26,117 $695K 0.07% -321 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: 2,884 shares; 2024Q4: 2,893 shares; 2025Q1: 2,875 shares; 2025Q2: 7,102 shares; 2025Q3: 7,118 shares; 2025Q4: 7,025 shares; 2026Q1: 7,049 shares 7,049 $693K 0.07% +24 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: 15,006 shares; 2024Q4: 15,318 shares; 2025Q1: 15,142 shares; 2025Q2: 12,972 shares; 2025Q3: 13,294 shares; 2025Q4: 13,804 shares; 2026Q1: 10,422 shares 10,422 $688K 0.07% -3,382 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: 3,503 shares; 2024Q4: 3,602 shares; 2025Q1: 3,607 shares; 2025Q2: 2,541 shares; 2025Q3: 2,671 shares; 2025Q4: 3,055 shares; 2026Q1: 3,727 shares 3,727 $687K 0.07% +672 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: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,777 shares; 2025Q2: 2,782 shares; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,219 shares 3,219 $667K 0.06% -5 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 1,587 shares; 2025Q2: 8,427 shares; 2025Q3: 10,099 shares; 2025Q4: 11,204 shares; 2026Q1: 9,133 shares 9,133 $661K 0.06% -2,071 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: 7,914 shares; 2024Q4: 8,019 shares; 2025Q1: 6,940 shares; 2025Q2: 8,294 shares; 2025Q3: 8,073 shares; 2025Q4: 7,209 shares; 2026Q1: 8,835 shares 8,835 $657K 0.06% +1,626 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: 517 shares; 2024Q4: 527 shares; 2025Q1: 635 shares; 2025Q2: 663 shares; 2025Q3: 774 shares; 2025Q4: 664 shares; 2026Q1: 749 shares 749 $654K 0.06% +85 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: 976 shares; 2024Q4: 963 shares; 2025Q1: 2,515 shares; 2025Q2: 16,154 shares; 2025Q3: 17,376 shares; 2025Q4: 15,365 shares; 2026Q1: 10,552 shares 10,552 $644K 0.06% -4,813 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: 6,690 shares; 2024Q4: 7,059 shares; 2025Q1: 6,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,658 shares 27,658 $634K 0.06% new 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: 807 shares; 2024Q4: 1,667 shares; 2025Q1: 1,735 shares; 2025Q2: 1,795 shares; 2025Q3: 2,250 shares; 2025Q4: 3,082 shares; 2026Q1: 3,896 shares 3,896 $625K 0.06% +814 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: 516 shares; 2024Q4: 526 shares; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,224 shares; 2026Q1: 2,561 shares 2,561 $621K 0.06% +337 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: 698 shares; 2024Q4: 700 shares; 2025Q1: 802 shares; 2025Q2: 763 shares; 2025Q3: 846 shares; 2025Q4: 874 shares; 2026Q1: 888 shares 888 $620K 0.06% +14 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: 3,334 shares; 2024Q4: 3,522 shares; 2025Q1: 3,755 shares; 2025Q2: 3,356 shares; 2025Q3: 3,645 shares; 2025Q4: 6,247 shares; 2026Q1: 6,435 shares 6,435 $611K 0.06% +188 Timeline ZJUL 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: 29,246 shares; 2024Q4: 29,783 shares; 2025Q1: 28,676 shares; 2025Q2: 29,972 shares; 2025Q3: 26,511 shares; 2025Q4: 20,902 shares; 2026Q1: 20,946 shares 20,946 $609K 0.06% +44 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,502 shares 1,502 $607K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 9,020 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: 13,902 shares; 2025Q4: 13,954 shares; 2026Q1: 13,738 shares 13,738 $606K 0.06% -216 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: 97 shares; 2024Q4: 101 shares; 2025Q1: 161 shares; 2025Q2: 885 shares; 2025Q3: 1,010 shares; 2025Q4: 1,295 shares; 2026Q1: 1,843 shares 1,843 $601K 0.06% +548 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 3,280 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $600K 0.06% 0 Timeline SRLN 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: 640 shares; 2024Q4: 992 shares; 2025Q1: 3,654 shares; 2025Q2: not reported; 2025Q3: 8,172 shares; 2025Q4: 14,209 shares; 2026Q1: 14,875 shares 14,875 $597K 0.06% +666 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: 16,042 shares; 2024Q4: 10,821 shares; 2025Q1: 10,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares; 2026Q1: 4,479 shares 4,479 $597K 0.06% +2,386 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: 1,277 shares; 2024Q4: 1,282 shares; 2025Q1: 1,239 shares; 2025Q2: 1,251 shares; 2025Q3: 676 shares; 2025Q4: 648 shares; 2026Q1: 665 shares 665 $595K 0.06% +17 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 375 shares; 2025Q2: 3,144 shares; 2025Q3: 3,486 shares; 2025Q4: 3,633 shares; 2026Q1: 2,727 shares 2,727 $585K 0.06% -906 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,818 shares; 2024Q4: 132,818 shares; 2025Q1: 88,544 shares; 2025Q2: 88,544 shares; 2025Q3: 21,272 shares; 2025Q4: 21,272 shares; 2026Q1: 21,272 shares 21,272 $582K 0.06% 0 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: 734 shares; 2024Q4: 1,004 shares; 2025Q1: 889 shares; 2025Q2: 1,237 shares; 2025Q3: 1,331 shares; 2025Q4: 1,245 shares; 2026Q1: 1,251 shares 1,251 $580K 0.06% +6 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 904 shares; 2025Q2: 7,791 shares; 2025Q3: 13,810 shares; 2025Q4: 14,131 shares; 2026Q1: 10,370 shares 10,370 $573K 0.06% -3,761 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,643 shares; 2026Q1: 22,370 shares 22,370 $573K 0.06% -273 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: 2 shares; 2024Q4: 22 shares; 2025Q1: 30 shares; 2025Q2: 2,133 shares; 2025Q3: 2,692 shares; 2025Q4: 3,118 shares; 2026Q1: 2,594 shares 2,594 $568K 0.05% -524 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 14,852 shares; 2025Q1: 14,852 shares; 2025Q2: 14,852 shares; 2025Q3: 14,852 shares; 2025Q4: 14,852 shares; 2026Q1: 14,852 shares 14,852 $566K 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 7,118 shares; 2025Q1: 7,045 shares; 2025Q2: 3,234 shares; 2025Q3: 4,579 shares; 2025Q4: 3,686 shares; 2026Q1: 3,266 shares 3,266 $564K 0.05% -420 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,920 shares; 2025Q1: 1,737 shares; 2025Q2: 1,633 shares; 2025Q3: 1,428 shares; 2025Q4: 1,211 shares; 2026Q1: 1,190 shares 1,190 $563K 0.05% -21 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: 8,524 shares; 2025Q1: 8,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,074 shares; 2025Q4: 6,311 shares; 2026Q1: 6,418 shares 6,418 $555K 0.05% +107 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: 626 shares; 2025Q1: 574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 4,508 shares 4,508 $553K 0.05% +2,207 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: 16,758 shares; 2024Q4: 7,439 shares; 2025Q1: 7,463 shares; 2025Q2: 5,840 shares; 2025Q3: 5,620 shares; 2025Q4: 5,120 shares; 2026Q1: 5,211 shares 5,211 $553K 0.05% +91 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: 3,445 shares; 2024Q4: 1,807 shares; 2025Q1: 1,814 shares; 2025Q2: 1,749 shares; 2025Q3: 1,917 shares; 2025Q4: 3,786 shares; 2026Q1: 4,153 shares 4,153 $552K 0.05% +367 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: 13,208 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,692 shares; 2025Q3: 14,462 shares; 2025Q4: 15,902 shares; 2026Q1: 15,298 shares 15,298 $549K 0.05% -604 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: 6,434 shares; 2024Q4: 6,445 shares; 2025Q1: 9,943 shares; 2025Q2: 9,560 shares; 2025Q3: 9,874 shares; 2025Q4: 9,839 shares; 2026Q1: 1,531 shares 1,531 $548K 0.05% -8,308 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 308 shares; 2025Q1: 302 shares; 2025Q2: 2,568 shares; 2025Q3: 3,834 shares; 2025Q4: 3,932 shares; 2026Q1: 3,340 shares 3,340 $543K 0.05% -592 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: 8,076 shares; 2024Q4: 5,753 shares; 2025Q1: 6,150 shares; 2025Q2: 5,846 shares; 2025Q3: 2,780 shares; 2025Q4: 2,907 shares; 2026Q1: 3,489 shares 3,489 $542K 0.05% +582 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,483 shares; 2025Q1: 1,424 shares; 2025Q2: 1,397 shares; 2025Q3: 1,192 shares; 2025Q4: 795 shares; 2026Q1: 790 shares 790 $539K 0.05% -5 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,018 shares; 2025Q1: 3,028 shares; 2025Q2: 3,234 shares; 2025Q3: 3,718 shares; 2025Q4: 3,745 shares; 2026Q1: 5,610 shares 5,610 $536K 0.05% +1,865 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 1,811 shares; 2025Q1: 723 shares; 2025Q2: 16,005 shares; 2025Q3: 15,823 shares; 2025Q4: 16,465 shares; 2026Q1: 16,968 shares 16,968 $525K 0.05% +503 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,909 shares; 2024Q4: 16,286 shares; 2025Q1: 15,209 shares; 2025Q2: 14,421 shares; 2025Q3: 16,267 shares; 2025Q4: 20,711 shares; 2026Q1: 20,854 shares 20,854 $523K 0.05% +143 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: 717 shares; 2024Q4: 718 shares; 2025Q1: 784 shares; 2025Q2: 711 shares; 2025Q3: 883 shares; 2025Q4: 1,002 shares; 2026Q1: 1,328 shares 1,328 $518K 0.05% +326 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 15,732 shares; 2025Q1: 16,210 shares; 2025Q2: 2,777 shares; 2025Q3: 2,855 shares; 2025Q4: 2,633 shares; 2026Q1: 2,598 shares 2,598 $515K 0.05% -35 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: 6,169 shares; 2024Q4: 5,192 shares; 2025Q1: 4,259 shares; 2025Q2: 5,191 shares; 2025Q3: 4,745 shares; 2025Q4: 4,487 shares; 2026Q1: 5,188 shares 5,188 $515K 0.05% +701 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: 599 shares; 2024Q4: 600 shares; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 2,542 shares; 2025Q4: 2,822 shares; 2026Q1: 3,046 shares 3,046 $514K 0.05% +224 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: 456 shares; 2024Q4: 503 shares; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 1,371 shares; 2026Q1: 1,547 shares 1,547 $508K 0.05% +176 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: 3,990 shares; 2024Q4: 4,029 shares; 2025Q1: 3,973 shares; 2025Q2: 3,995 shares; 2025Q3: 3,951 shares; 2025Q4: 3,988 shares; 2026Q1: 3,848 shares 3,848 $504K 0.05% -140 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $495K 0.05% new Timeline PMAR 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: 13,569 shares; 2024Q4: 13,423 shares; 2025Q1: 18,396 shares; 2025Q2: 12,581 shares; 2025Q3: 11,485 shares; 2025Q4: 10,919 shares; 2026Q1: 11,072 shares 11,072 $494K 0.05% +153 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: 10,961 shares; 2024Q4: 11,758 shares; 2025Q1: 10,733 shares; 2025Q2: 3,625 shares; 2025Q3: 5,475 shares; 2025Q4: 6,107 shares; 2026Q1: 6,273 shares 6,273 $492K 0.05% +166 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares; 2026Q1: 5,807 shares 5,807 $485K 0.05% 0 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: 5,776 shares; 2024Q4: 5,702 shares; 2025Q1: 7,432 shares; 2025Q2: 7,116 shares; 2025Q3: 7,538 shares; 2025Q4: 9,076 shares; 2026Q1: 9,757 shares 9,757 $482K 0.05% +681 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: 2,299 shares; 2024Q4: 1,802 shares; 2025Q1: 1,072 shares; 2025Q2: not reported; 2025Q3: 3,688 shares; 2025Q4: 4,070 shares; 2026Q1: 3,623 shares 3,623 $479K 0.05% -447 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,614 shares; 2025Q2: 14,433 shares; 2025Q3: 15,426 shares; 2025Q4: 16,156 shares; 2026Q1: 13,117 shares 13,117 $477K 0.05% -3,039 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: 5,634 shares; 2024Q4: 5,682 shares; 2025Q1: 6,094 shares; 2025Q2: 6,043 shares; 2025Q3: 7,877 shares; 2025Q4: 9,335 shares; 2026Q1: 8,166 shares 8,166 $475K 0.05% -1,169 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: 1,528 shares; 2024Q4: 1,273 shares; 2025Q1: 1,223 shares; 2025Q2: 1,320 shares; 2025Q3: 1,852 shares; 2025Q4: 2,187 shares; 2026Q1: 2,372 shares 2,372 $472K 0.05% +185 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,029 shares; 2024Q4: 1,576 shares; 2025Q1: 945 shares; 2025Q2: not reported; 2025Q3: 3,974 shares; 2025Q4: 3,829 shares; 2026Q1: 3,683 shares 3,683 $470K 0.05% -146 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 7,235 shares 7,235 $466K 0.04% +1,085 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,480 shares; 2024Q4: 32,445 shares; 2025Q1: 19,679 shares; 2025Q2: 22,257 shares; 2025Q3: 29,851 shares; 2025Q4: 32,383 shares; 2026Q1: 40,229 shares 40,229 $464K 0.04% +7,846 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 3,159 shares; 2025Q1: 2,880 shares; 2025Q2: 2,896 shares; 2025Q3: 3,461 shares; 2025Q4: 3,123 shares; 2026Q1: 3,174 shares 3,174 $460K 0.04% +51 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 9,337 shares; 2025Q1: 9,392 shares; 2025Q2: 9,392 shares; 2025Q3: 9,607 shares; 2025Q4: 11,083 shares; 2026Q1: 11,187 shares 11,187 $460K 0.04% +104 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: 63 shares; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 456 shares 456 $447K 0.04% +36 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: 11,617 shares; 2024Q4: 10,617 shares; 2025Q1: 13,372 shares; 2025Q2: 6,589 shares; 2025Q3: 6,978 shares; 2025Q4: 7,030 shares; 2026Q1: 7,083 shares 7,083 $443K 0.04% +53 Timeline CGSD 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: 12,434 shares; 2024Q4: 14,810 shares; 2025Q1: 22,420 shares; 2025Q2: 21,181 shares; 2025Q3: 22,433 shares; 2025Q4: 20,151 shares; 2026Q1: 17,159 shares 17,159 $443K 0.04% -2,992 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 4,360 shares; 2025Q3: 4,505 shares; 2025Q4: 4,908 shares; 2026Q1: 4,793 shares 4,793 $442K 0.04% -115 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: 4,506 shares; 2024Q4: 4,562 shares; 2025Q1: 3,434 shares; 2025Q2: 2,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,946 shares 3,946 $439K 0.04% new 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: 728 shares; 2024Q4: 1,078 shares; 2025Q1: 872 shares; 2025Q2: 1,194 shares; 2025Q3: 1,466 shares; 2025Q4: 1,931 shares; 2026Q1: 1,829 shares 1,829 $439K 0.04% -102 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 9,085 shares; 2025Q1: 7,347 shares; 2025Q2: 14,046 shares; 2025Q3: 14,187 shares; 2025Q4: 14,208 shares; 2026Q1: 15,018 shares 15,018 $437K 0.04% +810 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,614 shares; 2025Q1: 3,605 shares; 2025Q2: 3,357 shares; 2025Q3: 3,156 shares; 2025Q4: 2,721 shares; 2026Q1: 1,796 shares 1,796 $437K 0.04% -925 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: 6,034 shares; 2024Q4: 5,674 shares; 2025Q1: 5,818 shares; 2025Q2: 8,907 shares; 2025Q3: 9,892 shares; 2025Q4: 11,221 shares; 2026Q1: 11,339 shares 11,339 $436K 0.04% +118 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,279 shares 3,279 $433K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 316 shares; 2025Q1: 319 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 411 shares; 2026Q1: 496 shares 496 $429K 0.04% +85 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: 11,373 shares; 2024Q4: 13,376 shares; 2025Q1: 14,975 shares; 2025Q2: 16,348 shares; 2025Q3: 20,290 shares; 2025Q4: 17,755 shares; 2026Q1: 15,573 shares 15,573 $424K 0.04% -2,182 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,685 shares; 2024Q4: 36,515 shares; 2025Q1: 28,822 shares; 2025Q2: 22,292 shares; 2025Q3: 7,431 shares; 2025Q4: 5,401 shares; 2026Q1: 4,884 shares 4,884 $423K 0.04% -517 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 4,387 shares; 2025Q2: 4,105 shares; 2025Q3: 4,115 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $421K 0.04% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 12,107 shares; 2025Q1: 9,801 shares; 2025Q2: 9,785 shares; 2025Q3: 9,480 shares; 2025Q4: 9,226 shares; 2026Q1: 8,757 shares 8,757 $419K 0.04% -469 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares 2,112 $419K 0.04% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 9,080 shares; 2025Q1: 9,281 shares; 2025Q2: 8,732 shares; 2025Q3: 7,297 shares; 2025Q4: 6,838 shares; 2026Q1: 6,949 shares 6,949 $417K 0.04% +111 Timeline UJAN 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: 9,699 shares; 2024Q4: 9,699 shares; 2025Q1: 9,699 shares; 2025Q2: 9,699 shares; 2025Q3: 9,699 shares; 2025Q4: 9,699 shares; 2026Q1: 9,699 shares 9,699 $412K 0.04% 0 Timeline USEP 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: 13,378 shares; 2024Q4: 12,160 shares; 2025Q1: 11,888 shares; 2025Q2: 11,819 shares; 2025Q3: 11,722 shares; 2025Q4: 11,141 shares; 2026Q1: 10,619 shares 10,619 $411K 0.04% -522 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: 142 shares; 2024Q4: 27 shares; 2025Q1: 1,552 shares; 2025Q2: 2,110 shares; 2025Q3: 2,905 shares; 2025Q4: 4,184 shares; 2026Q1: 4,062 shares 4,062 $409K 0.04% -122 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: 3,028 shares; 2024Q4: 3,005 shares; 2025Q1: 2,966 shares; 2025Q2: 2,696 shares; 2025Q3: 1,458 shares; 2025Q4: 1,399 shares; 2026Q1: 1,384 shares 1,384 $409K 0.04% -15 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: 13,255 shares; 2025Q1: 12,610 shares; 2025Q2: 12,028 shares; 2025Q3: 12,028 shares; 2025Q4: 9,803 shares; 2026Q1: 9,803 shares 9,803 $401K 0.04% 0 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: 8,680 shares; 2024Q4: 8,646 shares; 2025Q1: 7,810 shares; 2025Q2: 5,274 shares; 2025Q3: 4,407 shares; 2025Q4: 4,401 shares; 2026Q1: 4,431 shares 4,431 $397K 0.04% +30 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2,480 shares; 2025Q4: 2,829 shares; 2026Q1: 2,769 shares 2,769 $395K 0.04% -60 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $389K 0.04% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,638 shares; 2025Q2: 18,698 shares; 2025Q3: 18,566 shares; 2025Q4: 15,961 shares; 2026Q1: 15,292 shares 15,292 $388K 0.04% -669 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: 7,467 shares; 2024Q4: 7,494 shares; 2025Q1: 8,171 shares; 2025Q2: 9,320 shares; 2025Q3: 8,596 shares; 2025Q4: 7,388 shares; 2026Q1: 7,387 shares 7,387 $384K 0.04% -1 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: 3,219 shares; 2024Q4: 2,735 shares; 2025Q1: 2,725 shares; 2025Q2: 3,830 shares; 2025Q3: 10,883 shares; 2025Q4: 5,808 shares; 2026Q1: 5,541 shares 5,541 $384K 0.04% -267 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 14,631 shares; 2025Q3: 14,757 shares; 2025Q4: 14,922 shares; 2026Q1: 15,005 shares 15,005 $382K 0.04% +83 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: 1,698 shares; 2024Q4: 1,847 shares; 2025Q1: 1,892 shares; 2025Q2: 2,312 shares; 2025Q3: 2,286 shares; 2025Q4: 2,087 shares; 2026Q1: 1,955 shares 1,955 $377K 0.04% -132 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 892 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,983 shares 5,983 $375K 0.04% new 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: 1,182 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,011 shares; 2025Q3: 1,455 shares; 2025Q4: 1,160 shares; 2026Q1: 1,086 shares 1,086 $375K 0.04% -74 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,271 shares; 2025Q1: 8,598 shares; 2025Q2: 8,598 shares; 2025Q3: 8,598 shares; 2025Q4: 8,598 shares; 2026Q1: 8,623 shares 8,623 $367K 0.04% +25 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: 1,280 shares; 2024Q4: 1,276 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,114 shares; 2026Q1: 925 shares 925 $362K 0.03% -189 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,131 shares; 2025Q1: 1,125 shares; 2025Q2: 1,159 shares; 2025Q3: 1,296 shares; 2025Q4: 1,436 shares; 2026Q1: 1,293 shares 1,293 $361K 0.03% -143 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: 59 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 1,723 shares; 2026Q1: 2,197 shares 2,197 $359K 0.03% +474 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: 1,035 shares; 2024Q4: 1,242 shares; 2025Q1: 1,614 shares; 2025Q2: 1,787 shares; 2025Q3: 1,234 shares; 2025Q4: 1,032 shares; 2026Q1: 1,051 shares 1,051 $359K 0.03% +19 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 8,300 shares; 2025Q2: not reported; 2025Q3: 10,103 shares; 2025Q4: 11,742 shares; 2026Q1: 12,736 shares 12,736 $358K 0.03% +994 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: 992 shares; 2024Q4: 1,060 shares; 2025Q1: 1,297 shares; 2025Q2: 1,466 shares; 2025Q3: 1,601 shares; 2025Q4: 1,230 shares; 2026Q1: 1,244 shares 1,244 $353K 0.03% +14 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,417 shares; 2026Q1: 6,649 shares 6,649 $351K 0.03% -4,768 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,032 shares; 2024Q4: 26,032 shares; 2025Q1: 17,320 shares; 2025Q2: 17,373 shares; 2025Q3: 8,715 shares; 2025Q4: 8,716 shares; 2026Q1: 8,723 shares 8,723 $351K 0.03% +7 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: 8,252 shares; 2024Q4: 10,719 shares; 2025Q1: 10,656 shares; 2025Q2: 10,758 shares; 2025Q3: 8,737 shares; 2025Q4: 8,789 shares; 2026Q1: 8,814 shares 8,814 $350K 0.03% +25 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 25 shares; 2025Q2: 1,973 shares; 2025Q3: 2,077 shares; 2025Q4: 2,830 shares; 2026Q1: 3,410 shares 3,410 $348K 0.03% +580 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,284 shares; 2025Q1: 2,098 shares; 2025Q2: 1,180 shares; 2025Q3: 1,075 shares; 2025Q4: 1,142 shares; 2026Q1: 1,198 shares 1,198 $348K 0.03% +56 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,888 shares; 2025Q1: 3,868 shares; 2025Q2: 4,263 shares; 2025Q3: 4,829 shares; 2025Q4: 5,045 shares; 2026Q1: 5,622 shares 5,622 $348K 0.03% +577 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 6,716 shares; 2025Q1: 6,655 shares; 2025Q2: 6,657 shares; 2025Q3: 6,561 shares; 2025Q4: 6,859 shares; 2026Q1: 7,640 shares 7,640 $347K 0.03% +781 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: 288 shares; 2024Q4: 298 shares; 2025Q1: 318 shares; 2025Q2: 498 shares; 2025Q3: 446 shares; 2025Q4: 437 shares; 2026Q1: 408 shares 408 $345K 0.03% -29 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: 8,833 shares; 2024Q4: 7,658 shares; 2025Q1: 7,658 shares; 2025Q2: 7,658 shares; 2025Q3: 7,953 shares; 2025Q4: 9,093 shares; 2026Q1: 9,093 shares 9,093 $344K 0.03% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,351 shares; 2025Q1: 1,248 shares; 2025Q2: 1,323 shares; 2025Q3: 1,163 shares; 2025Q4: 1,164 shares; 2026Q1: 1,120 shares 1,120 $339K 0.03% -44 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: 917 shares; 2024Q4: 923 shares; 2025Q1: 896 shares; 2025Q2: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $338K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,867 shares; 2025Q1: 6,139 shares; 2025Q2: 3,726 shares; 2025Q3: 3,419 shares; 2025Q4: 2,459 shares; 2026Q1: 2,478 shares 2,478 $336K 0.03% +19 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: 1,541 shares; 2024Q4: 1,715 shares; 2025Q1: 1,830 shares; 2025Q2: 1,165 shares; 2025Q3: 1,163 shares; 2025Q4: 1,293 shares; 2026Q1: 1,295 shares 1,295 $333K 0.03% +2 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: 1,784 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 2,124 shares; 2026Q1: 2,140 shares 2,140 $332K 0.03% +16 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,987 shares; 2025Q1: 2,995 shares; 2025Q2: 3,002 shares; 2025Q3: 3,001 shares; 2025Q4: 2,934 shares; 2026Q1: 2,941 shares 2,941 $330K 0.03% +7 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: 4,542 shares; 2024Q4: 2,832 shares; 2025Q1: 3,410 shares; 2025Q2: 2,476 shares; 2025Q3: 2,374 shares; 2025Q4: 2,407 shares; 2026Q1: 2,318 shares 2,318 $330K 0.03% -89 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: 6,411 shares; 2024Q4: 12,696 shares; 2025Q1: 14,000 shares; 2025Q2: 13,293 shares; 2025Q3: 12,653 shares; 2025Q4: 9,873 shares; 2026Q1: 10,828 shares 10,828 $328K 0.03% +955 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,197 shares; 2025Q1: 10,744 shares; 2025Q2: 8,447 shares; 2025Q3: 7,838 shares; 2025Q4: 7,040 shares; 2026Q1: 7,168 shares 7,168 $326K 0.03% +128 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: 141 shares; 2024Q4: 145 shares; 2025Q1: 134 shares; 2025Q2: 1,257 shares; 2025Q3: 286 shares; 2025Q4: 2,203 shares; 2026Q1: 3,119 shares 3,119 $326K 0.03% +916 Timeline SPTI 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: 13,982 shares; 2024Q4: 11,188 shares; 2025Q1: 11,358 shares; 2025Q2: 14,494 shares; 2025Q3: 11,471 shares; 2025Q4: 11,229 shares; 2026Q1: 11,326 shares 11,326 $325K 0.03% +97 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,381 shares; 2025Q3: 1,206 shares; 2025Q4: 1,229 shares; 2026Q1: 1,289 shares 1,289 $323K 0.03% +60 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: 2,499 shares; 2024Q4: 2,943 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,431 shares; 2026Q1: 6,203 shares 6,203 $322K 0.03% -1,228 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,251 shares; 2025Q1: 2,260 shares; 2025Q2: 2,272 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,319 shares 2,319 $318K 0.03% +37 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: 6,241 shares; 2024Q4: 6,115 shares; 2025Q1: 5,930 shares; 2025Q2: 5,625 shares; 2025Q3: 5,178 shares; 2025Q4: 5,041 shares; 2026Q1: 4,496 shares 4,496 $316K 0.03% -545 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: 800 shares; 2024Q4: 797 shares; 2025Q1: 1,002 shares; 2025Q2: 1,212 shares; 2025Q3: 1,363 shares; 2025Q4: 1,650 shares; 2026Q1: 1,532 shares 1,532 $311K 0.03% -118 Timeline SPHD 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: 9,098 shares; 2024Q4: 10,793 shares; 2025Q1: 12,149 shares; 2025Q2: 5,562 shares; 2025Q3: 5,754 shares; 2025Q4: 5,745 shares; 2026Q1: 6,238 shares 6,238 $309K 0.03% +493 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,068 shares; 2025Q1: 1,126 shares; 2025Q2: 1,166 shares; 2025Q3: 1,158 shares; 2025Q4: 1,164 shares; 2026Q1: 780 shares 780 $309K 0.03% -384 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,576 shares; 2025Q1: 1,665 shares; 2025Q2: 1,739 shares; 2025Q3: 1,546 shares; 2025Q4: 1,632 shares; 2026Q1: 685 shares 685 $306K 0.03% -947 Timeline BMAR 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: 5,258 shares; 2024Q4: 5,258 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,776 shares; 2026Q1: 5,776 shares 5,776 $303K 0.03% 0 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: 2,331 shares; 2024Q4: 2,406 shares; 2025Q1: 2,262 shares; 2025Q2: 1,647 shares; 2025Q3: 1,808 shares; 2025Q4: 1,952 shares; 2026Q1: 1,559 shares 1,559 $303K 0.03% -393 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,752 shares; 2025Q3: 7,199 shares; 2025Q4: 8,372 shares; 2026Q1: 8,371 shares 8,371 $302K 0.03% -1 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,367 shares; 2025Q1: 4,660 shares; 2025Q2: 5,388 shares; 2025Q3: 5,135 shares; 2025Q4: 5,130 shares; 2026Q1: 5,080 shares 5,080 $301K 0.03% -50 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: 14,286 shares; 2024Q4: 14,998 shares; 2025Q1: 13,798 shares; 2025Q2: 7,059 shares; 2025Q3: 6,142 shares; 2025Q4: 5,750 shares; 2026Q1: 5,552 shares 5,552 $301K 0.03% -198 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: 2,305 shares; 2024Q4: 2,289 shares; 2025Q1: 2,278 shares; 2025Q2: 2,344 shares; 2025Q3: 2,673 shares; 2025Q4: 2,674 shares; 2026Q1: 3,196 shares 3,196 $296K 0.03% +522 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: 2,015 shares; 2024Q4: 1,780 shares; 2025Q1: 2,906 shares; 2025Q2: 2,763 shares; 2025Q3: 3,052 shares; 2025Q4: 2,519 shares; 2026Q1: 3,070 shares 3,070 $296K 0.03% +551 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 8,877 shares; 2025Q1: 11,553 shares; 2025Q2: 9,144 shares; 2025Q3: 8,854 shares; 2025Q4: 8,836 shares; 2026Q1: 8,854 shares 8,854 $294K 0.03% +18 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 8,418 shares 8,418 $290K 0.03% new 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: 1,074 shares; 2024Q4: 1,067 shares; 2025Q1: 1,099 shares; 2025Q2: not reported; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares 1,579 $288K 0.03% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 6,085 shares; 2026Q1: 6,079 shares 6,079 $287K 0.03% -6 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: 3,630 shares; 2024Q4: 3,516 shares; 2025Q1: 3,466 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 3,362 shares; 2026Q1: 3,079 shares 3,079 $286K 0.03% -283 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: 8,126 shares; 2024Q4: 8,125 shares; 2025Q1: 6,149 shares; 2025Q2: 6,941 shares; 2025Q3: 5,841 shares; 2025Q4: 5,635 shares; 2026Q1: 5,896 shares 5,896 $285K 0.03% +261 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,144 shares; 2025Q1: 5,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,324 shares; 2026Q1: 3,874 shares 3,874 $283K 0.03% -450 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: 655 shares; 2025Q1: 646 shares; 2025Q2: 375 shares; 2025Q3: 310 shares; 2025Q4: 296 shares; 2026Q1: 294 shares 294 $283K 0.03% -2 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: 2,049 shares; 2024Q4: 2,145 shares; 2025Q1: 2,185 shares; 2025Q2: 2,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares 2,136 $282K 0.03% new 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: 638 shares; 2024Q4: 598 shares; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 1,220 shares 1,220 $280K 0.03% +25 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: 4,916 shares; 2024Q4: 4,984 shares; 2025Q1: 936 shares; 2025Q2: 861 shares; 2025Q3: 615 shares; 2025Q4: 540 shares; 2026Q1: 463 shares 463 $280K 0.03% -77 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,637 shares; 2026Q1: 16,811 shares 16,811 $279K 0.03% +174 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: 4,349 shares; 2024Q4: 4,614 shares; 2025Q1: 4,320 shares; 2025Q2: 2,883 shares; 2025Q3: 2,528 shares; 2025Q4: 2,559 shares; 2026Q1: 2,407 shares 2,407 $279K 0.03% -152 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,591 shares; 2025Q1: 7,931 shares; 2025Q2: 7,931 shares; 2025Q3: 7,463 shares; 2025Q4: 6,503 shares; 2026Q1: 6,207 shares 6,207 $278K 0.03% -296 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: 502 shares; 2024Q4: 520 shares; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $273K 0.03% new 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: 256 shares; 2024Q4: 254 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 505 shares 505 $272K 0.03% +37 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: 3,316 shares; 2024Q4: 3,340 shares; 2025Q1: 3,500 shares; 2025Q2: 3,173 shares; 2025Q3: 2,809 shares; 2025Q4: 3,308 shares; 2026Q1: 3,279 shares 3,279 $271K 0.03% -29 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: 1,391 shares; 2024Q4: 1,384 shares; 2025Q1: 1,153 shares; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 5,265 shares; 2026Q1: 3,763 shares 3,763 $271K 0.03% -1,502 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 119 shares; 2025Q1: 109 shares; 2025Q2: 96 shares; 2025Q3: 77 shares; 2025Q4: 73 shares; 2026Q1: 64 shares 64 $269K 0.03% -9 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 8,235 shares; 2025Q2: 8,156 shares; 2025Q3: 8,011 shares; 2025Q4: 7,838 shares; 2026Q1: 6,037 shares 6,037 $268K 0.03% -1,801 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,743 shares; 2025Q1: 5,393 shares; 2025Q2: 5,453 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares; 2026Q1: 5,228 shares 5,228 $265K 0.03% 0 Timeline FNDA 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: 378 shares; 2024Q4: 909 shares; 2025Q1: 2,641 shares; 2025Q2: not reported; 2025Q3: 7,407 shares; 2025Q4: 8,096 shares; 2026Q1: 8,112 shares 8,112 $263K 0.03% +16 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 25,526 shares; 2025Q1: 17,630 shares; 2025Q2: 11,989 shares; 2025Q3: 10,984 shares; 2025Q4: 10,563 shares; 2026Q1: 9,897 shares 9,897 $257K 0.02% -666 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: 3,965 shares; 2024Q4: 4,250 shares; 2025Q1: 3,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,395 shares 3,395 $256K 0.02% +126 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: 17,669 shares; 2024Q4: 18,696 shares; 2025Q1: 23,241 shares; 2025Q2: 133,949 shares; 2025Q3: 151,036 shares; 2025Q4: 7,646 shares; 2026Q1: 8,883 shares 8,883 $255K 0.02% +1,237 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,823 shares; 2024Q4: 45,434 shares; 2025Q1: 42,245 shares; 2025Q2: 42,245 shares; 2025Q3: 42,045 shares; 2025Q4: 39,609 shares; 2026Q1: 37,229 shares 37,229 $255K 0.02% -2,380 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: 2,168 shares; 2024Q4: 2,296 shares; 2025Q1: 2,274 shares; 2025Q2: 2,248 shares; 2025Q3: 2,405 shares; 2025Q4: 2,304 shares; 2026Q1: 2,312 shares 2,312 $254K 0.02% +8 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: 7,379 shares; 2024Q4: 7,379 shares; 2025Q1: 7,379 shares; 2025Q2: 7,314 shares; 2025Q3: 7,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares 2,207 $253K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,658 shares; 2026Q1: 5,368 shares 5,368 $252K 0.02% +710 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: 691 shares; 2024Q4: 454 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,244 shares; 2026Q1: 4,770 shares 4,770 $252K 0.02% +526 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,368 shares; 2025Q1: 1,498 shares; 2025Q2: 4,205 shares; 2025Q3: 1,629 shares; 2025Q4: 1,379 shares; 2026Q1: 1,452 shares 1,452 $252K 0.02% +73 Timeline ZOCT 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: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,398 shares; 2026Q1: 9,398 shares 9,398 $251K 0.02% 0 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: 8,104 shares; 2024Q4: 9,084 shares; 2025Q1: 9,565 shares; 2025Q2: 5,562 shares; 2025Q3: 5,020 shares; 2025Q4: 5,667 shares; 2026Q1: 5,357 shares 5,357 $246K 0.02% -310 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,534 shares; 2025Q1: 6,533 shares; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares; 2025Q4: 6,617 shares; 2026Q1: 6,615 shares 6,615 $243K 0.02% -2 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,938 shares; 2025Q3: 6,938 shares; 2025Q4: 5,478 shares; 2026Q1: 5,249 shares 5,249 $243K 0.02% -229 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 6,050 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares 2,017 $241K 0.02% 0 Timeline URA 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: 668 shares; 2024Q4: 8,696 shares; 2025Q1: 8,771 shares; 2025Q2: not reported; 2025Q3: 4,382 shares; 2025Q4: not reported; 2026Q1: 4,957 shares 4,957 $240K 0.02% new 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: 13,442 shares; 2024Q4: 13,580 shares; 2025Q1: 13,960 shares; 2025Q2: 13,593 shares; 2025Q3: 6,550 shares; 2025Q4: 5,552 shares; 2026Q1: 2,502 shares 2,502 $239K 0.02% -3,050 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: 659 shares; 2024Q4: 690 shares; 2025Q1: 643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,578 shares 1,578 $237K 0.02% -4 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,672 shares; 2026Q1: 7,197 shares 7,197 $237K 0.02% +525 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: 8,303 shares; 2024Q4: 8,648 shares; 2025Q1: 8,713 shares; 2025Q2: 8,696 shares; 2025Q3: 9,086 shares; 2025Q4: 9,021 shares; 2026Q1: 9,021 shares 9,021 $236K 0.02% 0 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: 1,828 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares; 2026Q1: 2,298 shares 2,298 $235K 0.02% +7 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: 1,389 shares; 2024Q4: 1,388 shares; 2025Q1: 1,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $232K 0.02% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 2,164 shares 2,164 $231K 0.02% +279 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,987 shares; 2025Q1: 948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,620 shares; 2026Q1: 7,674 shares 7,674 $231K 0.02% +54 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: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $231K 0.02% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 3,932 shares; 2026Q1: 4,403 shares 4,403 $230K 0.02% +471 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: 1,434 shares; 2024Q4: 1,581 shares; 2025Q1: 1,457 shares; 2025Q2: 14,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,505 shares 2,505 $226K 0.02% new 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: 1,315 shares; 2024Q4: 1,197 shares; 2025Q1: 1,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801 $226K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 897 shares; 2025Q1: 302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares; 2026Q1: 3,153 shares 3,153 $225K 0.02% +403 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 996 shares; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,861 shares; 2026Q1: 1,712 shares 1,712 $224K 0.02% -149 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,690 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,806 shares 3,806 $223K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,727 shares; 2026Q1: 1,690 shares 1,690 $221K 0.02% -37 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,443 shares; 2025Q1: 2,302 shares; 2025Q2: 3,939 shares; 2025Q3: 4,505 shares; 2025Q4: 4,693 shares; 2026Q1: 4,311 shares 4,311 $220K 0.02% -382 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: 135 shares; 2024Q4: 132 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,360 shares; 2026Q1: 1,509 shares 1,509 $219K 0.02% +149 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: 4,279 shares; 2024Q4: 4,279 shares; 2025Q1: 4,279 shares; 2025Q2: 5,391 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 5,456 shares 5,456 $215K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,441 shares; 2025Q1: 4,441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares 4,441 $215K 0.02% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares 5,732 $214K 0.02% new Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,376 shares; 2025Q1: 2,370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,479 shares 4,479 $213K 0.02% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,504 shares; 2025Q1: 2,764 shares; 2025Q2: 2,638 shares; 2025Q3: 2,157 shares; 2025Q4: 2,078 shares; 2026Q1: 2,040 shares 2,040 $211K 0.02% -38 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: 136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,462 shares; 2026Q1: 5,801 shares 5,801 $210K 0.02% +339 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 3,885 shares; 2026Q1: 2,228 shares 2,228 $206K 0.02% -1,657 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: 1,002 shares; 2024Q4: 975 shares; 2025Q1: 2,094 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,738 shares 2,738 $206K 0.02% new Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,415 shares; 2025Q1: 6,415 shares; 2025Q2: 22,117 shares; 2025Q3: 22,117 shares; 2025Q4: 28,299 shares; 2026Q1: 28,299 shares 28,299 $205K 0.02% 0 Timeline FHLC 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,146 shares; 2025Q2: not reported; 2025Q3: 3,039 shares; 2025Q4: 3,008 shares; 2026Q1: 2,915 shares 2,915 $205K 0.02% -93 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: 3,964 shares; 2024Q4: 4,001 shares; 2025Q1: 3,889 shares; 2025Q2: 3,905 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,894 shares 2,894 $205K 0.02% -35 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: 127 shares; 2024Q4: 159 shares; 2025Q1: 146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469 shares 469 $204K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,614 shares; 2024Q4: 23,366 shares; 2025Q1: 24,249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $203K 0.02% new 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: 1,299 shares; 2024Q4: 1,298 shares; 2025Q1: 1,206 shares; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 933 shares; 2026Q1: 1,024 shares 1,024 $203K 0.02% +91 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,911 shares; 2025Q1: 3,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,506 shares; 2026Q1: 4,506 shares 4,506 $203K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,858 shares; 2025Q1: 4,772 shares; 2025Q2: 4,635 shares; 2025Q3: 3,995 shares; 2025Q4: 1,795 shares; 2026Q1: 1,490 shares 1,490 $203K 0.02% -305 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 9,154 shares; 2025Q3: 9,066 shares; 2025Q4: not reported; 2026Q1: 7,343 shares 7,343 $203K 0.02% new 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: 5,995 shares; 2024Q4: 6,002 shares; 2025Q1: 4,719 shares; 2025Q2: 4,857 shares; 2025Q3: 2,291 shares; 2025Q4: 2,008 shares; 2026Q1: 1,953 shares 1,953 $202K 0.02% -55 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,372 shares; 2025Q1: 2,407 shares; 2025Q2: 2,502 shares; 2025Q3: 1,964 shares; 2025Q4: 1,047 shares; 2026Q1: 1,017 shares 1,017 $200K 0.02% -30 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,684 shares; 2025Q4: 11,732 shares; 2026Q1: 12,370 shares 12,370 $196K 0.02% +638 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: not reported; 2025Q3: 10,407 shares; 2025Q4: 10,957 shares; 2026Q1: 10,957 shares 10,957 $188K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,297 shares; 2024Q4: 95,882 shares; 2025Q1: 73,690 shares; 2025Q2: 38,368 shares; 2025Q3: 32,504 shares; 2025Q4: 28,591 shares; 2026Q1: 27,436 shares 27,436 $138K 0.01% -1,155 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 15,889 shares; 2025Q3: 15,889 shares; 2025Q4: 15,889 shares; 2026Q1: 15,889 shares 15,889 $128K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 16,787 shares; 2025Q1: 16,787 shares; 2025Q2: 16,787 shares; 2025Q3: 13,427 shares; 2025Q4: 13,427 shares; 2026Q1: 13,427 shares 13,427 $126K 0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,407 shares; 2024Q4: 33,407 shares; 2025Q1: 33,407 shares; 2025Q2: 34,141 shares; 2025Q3: 34,141 shares; 2025Q4: 34,141 shares; 2026Q1: 34,141 shares 34,141 $121K 0.01% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 10,605 shares; 2026Q1: 10,605 shares 10,605 $117K 0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 22,050 shares; 2025Q2: 21,136 shares; 2025Q3: 16,660 shares; 2025Q4: 14,368 shares; 2026Q1: 14,368 shares 14,368 $65.1K 0.01% 0 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,038 shares; 2024Q4: 15,038 shares; 2025Q1: 15,038 shares; 2025Q2: 15,038 shares; 2025Q3: 15,038 shares; 2025Q4: 15,038 shares; 2026Q1: 15,038 shares 15,038 $22.4K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 14,843 shares; 2025Q3: 14,843 shares; 2025Q4: 14,843 shares; 2026Q1: 12,680 shares 12,680 $20.5K <0.01% -2,163 Timeline