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: restricted; 2024Q4: 444,007 shares; 2025Q1: 445,644 shares; 2025Q2: 466,285 shares; 2025Q3: 477,133 shares; 2025Q4: 444,277 shares; 2026Q1: 462,359 shares 462,359 $148M 5.05% +18,082 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: restricted; 2024Q4: 1,352,669 shares; 2025Q1: 1,428,783 shares; 2025Q2: 1,499,378 shares; 2025Q3: 1,522,553 shares; 2025Q4: 1,466,667 shares; 2026Q1: 1,439,167 shares 1,439,167 $141M 4.8% -27,500 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: restricted; 2024Q4: 668,664 shares; 2025Q1: 860,357 shares; 2025Q2: 1,251,436 shares; 2025Q3: 1,329,810 shares; 2025Q4: 1,404,556 shares; 2026Q1: 1,388,516 shares 1,388,516 $102M 3.48% -16,040 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: restricted; 2024Q4: 126,061 shares; 2025Q1: 127,363 shares; 2025Q2: 130,619 shares; 2025Q3: 125,658 shares; 2025Q4: 125,459 shares; 2026Q1: 155,661 shares 155,661 $93M 3.17% +30,202 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: restricted; 2024Q4: 253,650 shares; 2025Q1: 269,222 shares; 2025Q2: 280,728 shares; 2025Q3: 278,295 shares; 2025Q4: 500,378 shares; 2026Q1: 573,010 shares 573,010 $76.2M 2.59% +72,632 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 846,811 shares; 2025Q1: 947,505 shares; 2025Q2: 1,001,606 shares; 2025Q3: 1,035,656 shares; 2025Q4: 1,084,559 shares; 2026Q1: 1,195,478 shares 1,195,478 $67.6M 2.3% +110,919 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,123 shares; 2025Q1: 78,429 shares; 2025Q2: 81,504 shares; 2025Q3: 140,677 shares; 2025Q4: 307,043 shares; 2026Q1: 315,981 shares 315,981 $60.6M 2.06% +8,938 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: restricted; 2024Q4: 81,279 shares; 2025Q1: 126,530 shares; 2025Q2: 105,458 shares; 2025Q3: 109,946 shares; 2025Q4: 106,521 shares; 2026Q1: 96,254 shares 96,254 $55.6M 1.89% -10,267 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: restricted; 2024Q4: 769,426 shares; 2025Q1: 1,273,004 shares; 2025Q2: 1,401,590 shares; 2025Q3: 1,479,664 shares; 2025Q4: 1,587,331 shares; 2026Q1: 1,594,940 shares 1,594,940 $46.4M 1.58% +7,609 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417,562 shares; 2025Q1: 427,102 shares; 2025Q2: 433,894 shares; 2025Q3: 448,326 shares; 2025Q4: 464,093 shares; 2026Q1: 490,768 shares 490,768 $44M 1.5% +26,675 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: restricted; 2024Q4: 172,656 shares; 2025Q1: 173,196 shares; 2025Q2: 172,421 shares; 2025Q3: 162,326 shares; 2025Q4: 166,319 shares; 2026Q1: 164,734 shares 164,734 $41.8M 1.42% -1,585 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: restricted; 2024Q4: 239,223 shares; 2025Q1: 236,641 shares; 2025Q2: 243,051 shares; 2025Q3: 255,107 shares; 2025Q4: 245,990 shares; 2026Q1: 239,329 shares 239,329 $41.7M 1.42% -6,661 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: restricted; 2024Q4: 60,329 shares; 2025Q1: 50,274 shares; 2025Q2: 56,995 shares; 2025Q3: 58,435 shares; 2025Q4: 61,492 shares; 2026Q1: 48,313 shares 48,313 $31.6M 1.07% -13,179 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: restricted; 2024Q4: 48,677 shares; 2025Q1: 51,314 shares; 2025Q2: 59,826 shares; 2025Q3: 54,202 shares; 2025Q4: 53,166 shares; 2026Q1: 43,630 shares 43,630 $28.4M 0.97% -9,536 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: restricted; 2024Q4: 113,229 shares; 2025Q1: 108,492 shares; 2025Q2: 107,610 shares; 2025Q3: 112,098 shares; 2025Q4: 118,193 shares; 2026Q1: 119,623 shares 119,623 $24.9M 0.85% +1,430 Timeline XHB 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: restricted; 2024Q4: 592 shares; 2025Q1: 832 shares; 2025Q2: 290 shares; 2025Q3: 122,252 shares; 2025Q4: 239,832 shares; 2026Q1: 238,094 shares 238,094 $23.5M 0.8% -1,738 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: restricted; 2024Q4: 41,937 shares; 2025Q1: 79,588 shares; 2025Q2: 64,695 shares; 2025Q3: 64,529 shares; 2025Q4: 75,765 shares; 2026Q1: 106,473 shares 106,473 $22.5M 0.77% +30,708 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: restricted; 2024Q4: 71,290 shares; 2025Q1: 74,014 shares; 2025Q2: 76,103 shares; 2025Q3: 69,966 shares; 2025Q4: 69,423 shares; 2026Q1: 50,045 shares 50,045 $21.9M 0.74% -19,378 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: restricted; 2024Q4: 457,312 shares; 2025Q1: 471,780 shares; 2025Q2: 28,836 shares; 2025Q3: 27,817 shares; 2025Q4: 31,335 shares; 2026Q1: 723,729 shares 723,729 $21.8M 0.74% +692,394 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900,237 shares; 2025Q1: 966,820 shares; 2025Q2: 12,568 shares; 2025Q3: 11,715 shares; 2025Q4: 10,014 shares; 2026Q1: 727,245 shares 727,245 $21.1M 0.72% +717,231 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490,504 shares; 2025Q1: 488,302 shares; 2025Q2: 474,174 shares; 2025Q3: 473,488 shares; 2025Q4: 475,103 shares; 2026Q1: 481,638 shares 481,638 $20.8M 0.71% +6,535 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: restricted; 2024Q4: 212,295 shares; 2025Q1: 226,475 shares; 2025Q2: 222,835 shares; 2025Q3: 213,019 shares; 2025Q4: 212,842 shares; 2026Q1: 268,348 shares 268,348 $20.5M 0.7% +55,506 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: restricted; 2024Q4: 185,631 shares; 2025Q1: 202,625 shares; 2025Q2: 207,509 shares; 2025Q3: 208,888 shares; 2025Q4: 212,595 shares; 2026Q1: 214,228 shares 214,228 $19.9M 0.68% +1,633 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: restricted; 2024Q4: 253,828 shares; 2025Q1: 251,261 shares; 2025Q2: 277,079 shares; 2025Q3: 297,098 shares; 2025Q4: 649,867 shares; 2026Q1: 323,290 shares 323,290 $19.8M 0.67% -326,577 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: restricted; 2024Q4: 14,884 shares; 2025Q1: 21,975 shares; 2025Q2: 22,508 shares; 2025Q3: 15,986 shares; 2025Q4: 17,273 shares; 2026Q1: 78,207 shares 78,207 $19.4M 0.66% +60,934 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: restricted; 2024Q4: 271,716 shares; 2025Q1: 270,274 shares; 2025Q2: 276,639 shares; 2025Q3: 274,359 shares; 2025Q4: 271,752 shares; 2026Q1: 291,456 shares 291,456 $18.7M 0.64% +19,704 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,723 shares; 2025Q1: 86,551 shares; 2025Q2: 104,568 shares; 2025Q3: 115,921 shares; 2025Q4: 146,678 shares; 2026Q1: 152,981 shares 152,981 $17M 0.58% +6,303 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: restricted; 2024Q4: 29,314 shares; 2025Q1: 41,588 shares; 2025Q2: 40,850 shares; 2025Q3: 37,956 shares; 2025Q4: 40,617 shares; 2026Q1: 39,428 shares 39,428 $17M 0.58% -1,189 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: restricted; 2024Q4: 229,545 shares; 2025Q1: 226,220 shares; 2025Q2: 234,265 shares; 2025Q3: 235,796 shares; 2025Q4: 239,214 shares; 2026Q1: 248,986 shares 248,986 $16.8M 0.57% +9,772 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: restricted; 2024Q4: 59,221 shares; 2025Q1: 64,258 shares; 2025Q2: 70,040 shares; 2025Q3: 83,058 shares; 2025Q4: 84,490 shares; 2026Q1: 83,708 shares 83,708 $16.4M 0.56% -782 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,520 shares; 2025Q1: 111,288 shares; 2025Q2: 113,504 shares; 2025Q3: 117,078 shares; 2025Q4: 122,441 shares; 2026Q1: 127,949 shares 127,949 $16M 0.54% +5,508 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 16,760 shares; 2025Q2: 319 shares; 2025Q3: 234 shares; 2025Q4: 327 shares; 2026Q1: 132,859 shares 132,859 $15.7M 0.54% +132,532 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: restricted; 2024Q4: 127,536 shares; 2025Q1: 183,988 shares; 2025Q2: 172,518 shares; 2025Q3: 169,255 shares; 2025Q4: 170,527 shares; 2026Q1: 125,864 shares 125,864 $15.6M 0.53% -44,663 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,727 shares; 2025Q1: 4,440 shares; 2025Q2: 4,406 shares; 2025Q3: 4,142 shares; 2025Q4: 4,311 shares; 2026Q1: 145,980 shares 145,980 $14.7M 0.5% +141,669 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,852 shares; 2025Q1: 37,620 shares; 2025Q2: 37,845 shares; 2025Q3: 117,794 shares; 2025Q4: 132,873 shares; 2026Q1: 423,795 shares 423,795 $14.2M 0.48% +290,922 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: restricted; 2024Q4: 32,443 shares; 2025Q1: 34,946 shares; 2025Q2: 36,473 shares; 2025Q3: 44,083 shares; 2025Q4: 44,656 shares; 2026Q1: 48,870 shares 48,870 $14M 0.48% +4,214 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: restricted; 2024Q4: 4,803 shares; 2025Q1: 6,843 shares; 2025Q2: 10,117 shares; 2025Q3: 11,445 shares; 2025Q4: 17,523 shares; 2026Q1: 175,732 shares 175,732 $13.6M 0.46% +158,209 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: restricted; 2024Q4: 21,335 shares; 2025Q1: 20,595 shares; 2025Q2: 20,383 shares; 2025Q3: 20,762 shares; 2025Q4: 19,360 shares; 2026Q1: 19,195 shares 19,195 $13.4M 0.46% -165 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: restricted; 2024Q4: 156,692 shares; 2025Q1: 306,541 shares; 2025Q2: 342,814 shares; 2025Q3: 445,749 shares; 2025Q4: 474,763 shares; 2026Q1: 518,164 shares 518,164 $13.3M 0.45% +43,401 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: restricted; 2024Q4: 104,237 shares; 2025Q1: 105,723 shares; 2025Q2: 81,482 shares; 2025Q3: 235,825 shares; 2025Q4: 221,597 shares; 2026Q1: 261,978 shares 261,978 $12.9M 0.44% +40,381 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: restricted; 2024Q4: 152,479 shares; 2025Q1: 176,472 shares; 2025Q2: 195,701 shares; 2025Q3: 207,652 shares; 2025Q4: 243,447 shares; 2026Q1: 258,450 shares 258,450 $12.9M 0.44% +15,003 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: restricted; 2024Q4: 128,125 shares; 2025Q1: 137,321 shares; 2025Q2: 173,164 shares; 2025Q3: 143,071 shares; 2025Q4: 141,651 shares; 2026Q1: 112,723 shares 112,723 $12.8M 0.43% -28,928 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: restricted; 2024Q4: 26,770 shares; 2025Q1: 30,712 shares; 2025Q2: 31,479 shares; 2025Q3: 33,559 shares; 2025Q4: 34,154 shares; 2026Q1: 34,134 shares 34,134 $12.7M 0.43% -20 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119,971 shares; 2025Q2: 127,601 shares; 2025Q3: 131,097 shares; 2025Q4: 137,472 shares; 2026Q1: 147,196 shares 147,196 $12.5M 0.42% +9,724 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,025 shares; 2025Q1: 87,149 shares; 2025Q2: 103,900 shares; 2025Q3: 98,198 shares; 2025Q4: 109,267 shares; 2026Q1: 110,524 shares 110,524 $12.3M 0.42% +1,257 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: restricted; 2024Q4: 39,238 shares; 2025Q1: 40,362 shares; 2025Q2: 32,123 shares; 2025Q3: 34,517 shares; 2025Q4: 33,348 shares; 2026Q1: 32,747 shares 32,747 $12.1M 0.41% -601 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: restricted; 2024Q4: 31,680 shares; 2025Q1: 35,939 shares; 2025Q2: 41,874 shares; 2025Q3: 40,571 shares; 2025Q4: 40,490 shares; 2026Q1: 38,697 shares 38,697 $12M 0.41% -1,793 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 91,008 shares; 2025Q2: 98,452 shares; 2025Q3: 107,270 shares; 2025Q4: 115,568 shares; 2026Q1: 155,129 shares 155,129 $11.9M 0.41% +39,561 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,328 shares; 2025Q1: 216,007 shares; 2025Q2: 236,694 shares; 2025Q3: 267,326 shares; 2025Q4: 296,968 shares; 2026Q1: 315,939 shares 315,939 $11.6M 0.4% +18,971 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: restricted; 2024Q4: 17,667 shares; 2025Q1: 19,001 shares; 2025Q2: 17,911 shares; 2025Q3: 20,861 shares; 2025Q4: 45,963 shares; 2026Q1: 46,863 shares 46,863 $11.5M 0.39% +900 Timeline AVSF 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: restricted; 2024Q4: 7,375 shares; 2025Q1: 30,075 shares; 2025Q2: 36,321 shares; 2025Q3: 38,086 shares; 2025Q4: 49,027 shares; 2026Q1: 233,395 shares 233,395 $10.9M 0.37% +184,368 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: restricted; 2024Q4: 116,098 shares; 2025Q1: 116,676 shares; 2025Q2: 233,843 shares; 2025Q3: 245,516 shares; 2025Q4: 252,367 shares; 2026Q1: 250,360 shares 250,360 $10.8M 0.37% -2,007 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,533 shares; 2025Q1: 52,106 shares; 2025Q2: 57,328 shares; 2025Q3: 54,730 shares; 2025Q4: 55,289 shares; 2026Q1: 41,995 shares 41,995 $10.7M 0.36% -13,294 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: restricted; 2024Q4: 46,325 shares; 2025Q1: 74,501 shares; 2025Q2: 69,805 shares; 2025Q3: 57,227 shares; 2025Q4: 62,820 shares; 2026Q1: 70,786 shares 70,786 $10.5M 0.36% +7,966 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: restricted; 2024Q4: 181,011 shares; 2025Q1: 175,885 shares; 2025Q2: 179,803 shares; 2025Q3: 179,855 shares; 2025Q4: 182,848 shares; 2026Q1: 191,418 shares 191,418 $10.3M 0.35% +8,570 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: restricted; 2024Q4: 101,644 shares; 2025Q1: 130,377 shares; 2025Q2: 134,360 shares; 2025Q3: 147,628 shares; 2025Q4: 169,632 shares; 2026Q1: 169,034 shares 169,034 $9.83M 0.33% -598 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,457 shares; 2025Q1: 155,600 shares; 2025Q2: 161,805 shares; 2025Q3: 164,093 shares; 2025Q4: 168,502 shares; 2026Q1: 174,466 shares 174,466 $9.62M 0.33% +5,964 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: restricted; 2024Q4: 36,290 shares; 2025Q1: 40,359 shares; 2025Q2: 45,411 shares; 2025Q3: 47,894 shares; 2025Q4: 35,540 shares; 2026Q1: 33,021 shares 33,021 $9.5M 0.32% -2,519 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: restricted; 2024Q4: 88,786 shares; 2025Q1: 105,129 shares; 2025Q2: 124,582 shares; 2025Q3: 116,851 shares; 2025Q4: 123,503 shares; 2026Q1: 126,343 shares 126,343 $9.39M 0.32% +2,840 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: restricted; 2024Q4: 12,275 shares; 2025Q1: 13,161 shares; 2025Q2: 12,325 shares; 2025Q3: 14,829 shares; 2025Q4: 16,215 shares; 2026Q1: 16,417 shares 16,417 $9.39M 0.32% +202 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,124 shares; 2025Q1: 20,227 shares; 2025Q2: 64,823 shares; 2025Q3: 25,505 shares; 2025Q4: 27,766 shares; 2026Q1: 28,541 shares 28,541 $9.31M 0.32% +775 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,679 shares; 2025Q1: 4,242 shares; 2025Q2: 105,922 shares; 2025Q3: 123,965 shares; 2025Q4: 102,937 shares; 2026Q1: 163,427 shares 163,427 $9.28M 0.32% +60,490 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: restricted; 2024Q4: 16,358 shares; 2025Q1: 17,083 shares; 2025Q2: 17,047 shares; 2025Q3: 17,845 shares; 2025Q4: 17,549 shares; 2026Q1: 42,392 shares 42,392 $9.22M 0.31% +24,843 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,287 shares; 2025Q1: 164,521 shares; 2025Q2: 172,342 shares; 2025Q3: 178,012 shares; 2025Q4: 184,648 shares; 2026Q1: 190,938 shares 190,938 $9.19M 0.31% +6,290 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: restricted; 2024Q4: 25,131 shares; 2025Q1: 25,932 shares; 2025Q2: 27,404 shares; 2025Q3: 29,014 shares; 2025Q4: 29,865 shares; 2026Q1: 30,924 shares 30,924 $9.1M 0.31% +1,059 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: restricted; 2024Q4: 90,558 shares; 2025Q1: 199,789 shares; 2025Q2: 155,605 shares; 2025Q3: 102,103 shares; 2025Q4: 120,040 shares; 2026Q1: 99,207 shares 99,207 $9.09M 0.31% -20,833 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: restricted; 2024Q4: 37,012 shares; 2025Q1: 28,788 shares; 2025Q2: 19,788 shares; 2025Q3: 23,854 shares; 2025Q4: 45,079 shares; 2026Q1: 193,898 shares 193,898 $8.9M 0.3% +148,819 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: restricted; 2024Q4: 41,709 shares; 2025Q1: 44,403 shares; 2025Q2: 47,072 shares; 2025Q3: 50,205 shares; 2025Q4: 53,163 shares; 2026Q1: 55,317 shares 55,317 $8.83M 0.3% +2,154 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,201 shares; 2025Q1: 298,387 shares; 2025Q2: 324,944 shares; 2025Q3: 313,595 shares; 2025Q4: 338,279 shares; 2026Q1: 356,647 shares 356,647 $8.83M 0.3% +18,368 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: restricted; 2024Q4: 36,669 shares; 2025Q1: 47,709 shares; 2025Q2: 49,398 shares; 2025Q3: 48,374 shares; 2025Q4: 43,574 shares; 2026Q1: 45,874 shares 45,874 $8.8M 0.3% +2,300 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: restricted; 2024Q4: 4,021 shares; 2025Q1: 4,864 shares; 2025Q2: 4,071 shares; 2025Q3: 4,648 shares; 2025Q4: 4,928 shares; 2026Q1: 12,363 shares 12,363 $8.76M 0.3% +7,435 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: restricted; 2024Q4: 177,917 shares; 2025Q1: 175,875 shares; 2025Q2: 191,025 shares; 2025Q3: 193,174 shares; 2025Q4: 192,513 shares; 2026Q1: 190,101 shares 190,101 $8.74M 0.3% -2,412 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,705 shares; 2025Q1: 63,571 shares; 2025Q2: 73,956 shares; 2025Q3: 73,864 shares; 2025Q4: 66,082 shares; 2026Q1: 64,175 shares 64,175 $8.73M 0.3% -1,907 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,341 shares; 2025Q1: 83,906 shares; 2025Q2: 90,284 shares; 2025Q3: 93,628 shares; 2025Q4: 153,201 shares; 2026Q1: 162,508 shares 162,508 $8.65M 0.29% +9,307 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 54,598 shares; 2025Q2: 59,556 shares; 2025Q3: 98,988 shares; 2025Q4: 107,338 shares; 2026Q1: 172,477 shares 172,477 $8.56M 0.29% +65,139 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: restricted; 2024Q4: 28,011 shares; 2025Q1: 31,828 shares; 2025Q2: 28,542 shares; 2025Q3: 30,477 shares; 2025Q4: 30,401 shares; 2026Q1: 29,761 shares 29,761 $8.54M 0.29% -640 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,021 shares; 2025Q1: 98,450 shares; 2025Q2: 202,489 shares; 2025Q3: 205,272 shares; 2025Q4: 199,512 shares; 2026Q1: 196,884 shares 196,884 $8.24M 0.28% -2,628 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,941 shares 85,941 $8.23M 0.28% new Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,783 shares 322,783 $7.97M 0.27% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271,666 shares; 2025Q1: 267,194 shares; 2025Q2: 272,484 shares; 2025Q3: 269,457 shares; 2025Q4: 269,431 shares; 2026Q1: 271,067 shares 271,067 $7.9M 0.27% +1,636 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: restricted; 2024Q4: 17,006 shares; 2025Q1: 40,355 shares; 2025Q2: 37,520 shares; 2025Q3: 38,498 shares; 2025Q4: 44,617 shares; 2026Q1: 47,606 shares 47,606 $7.87M 0.27% +2,989 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: restricted; 2024Q4: 16,280 shares; 2025Q1: 11,831 shares; 2025Q2: 12,982 shares; 2025Q3: 53,574 shares; 2025Q4: 63,881 shares; 2026Q1: 105,290 shares 105,290 $7.57M 0.26% +41,409 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: restricted; 2024Q4: 25,697 shares; 2025Q1: 22,897 shares; 2025Q2: 25,195 shares; 2025Q3: 24,062 shares; 2025Q4: 28,945 shares; 2026Q1: 30,902 shares 30,902 $7.49M 0.25% +1,957 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,500 shares; 2025Q4: 307,134 shares; 2026Q1: 311,160 shares 311,160 $7.43M 0.25% +4,026 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: restricted; 2024Q4: 71,002 shares; 2025Q1: 82,547 shares; 2025Q2: 87,707 shares; 2025Q3: 92,430 shares; 2025Q4: 94,260 shares; 2026Q1: 109,540 shares 109,540 $7.23M 0.25% +15,280 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: restricted; 2024Q4: 7,001 shares; 2025Q1: 7,051 shares; 2025Q2: 6,704 shares; 2025Q3: 6,890 shares; 2025Q4: 67,334 shares; 2026Q1: 74,761 shares 74,761 $7.19M 0.24% +7,427 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: restricted; 2024Q4: 46,687 shares; 2025Q1: 45,799 shares; 2025Q2: 46,987 shares; 2025Q3: 47,611 shares; 2025Q4: 46,975 shares; 2026Q1: 48,436 shares 48,436 $7M 0.24% +1,461 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: restricted; 2024Q4: 11,698 shares; 2025Q1: 14,118 shares; 2025Q2: 15,909 shares; 2025Q3: 12,604 shares; 2025Q4: 12,092 shares; 2026Q1: 57,840 shares 57,840 $6.96M 0.24% +45,748 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: restricted; 2024Q4: 10,023 shares; 2025Q1: 10,765 shares; 2025Q2: 12,869 shares; 2025Q3: 13,513 shares; 2025Q4: 13,122 shares; 2026Q1: 12,912 shares 12,912 $6.95M 0.24% -210 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,347 shares; 2025Q1: 46,566 shares; 2025Q2: 55,671 shares; 2025Q3: 60,209 shares; 2025Q4: 75,176 shares; 2026Q1: 79,876 shares 79,876 $6.78M 0.23% +4,700 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: restricted; 2024Q4: 125,977 shares; 2025Q1: 132,275 shares; 2025Q2: 134,446 shares; 2025Q3: 133,349 shares; 2025Q4: 143,801 shares; 2026Q1: 146,765 shares 146,765 $6.77M 0.23% +2,964 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 132,130 shares 132,130 $6.62M 0.23% +132,081 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: restricted; 2024Q4: 29,688 shares; 2025Q1: 35,369 shares; 2025Q2: 37,192 shares; 2025Q3: 41,949 shares; 2025Q4: 45,785 shares; 2026Q1: 50,465 shares 50,465 $6.62M 0.23% +4,680 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,644 shares 161,644 $6.54M 0.22% new 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: restricted; 2024Q4: 130,169 shares; 2025Q1: 128,339 shares; 2025Q2: 126,868 shares; 2025Q3: 154,597 shares; 2025Q4: 153,024 shares; 2026Q1: 151,264 shares 151,264 $6.46M 0.22% -1,760 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: restricted; 2024Q4: 27,606 shares; 2025Q1: 41,357 shares; 2025Q2: 62,138 shares; 2025Q3: 70,044 shares; 2025Q4: 95,559 shares; 2026Q1: 92,084 shares 92,084 $6.42M 0.22% -3,475 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,057 shares; 2025Q1: 128,858 shares; 2025Q2: 132,106 shares; 2025Q3: 136,877 shares; 2025Q4: 141,927 shares; 2026Q1: 148,319 shares 148,319 $6.41M 0.22% +6,392 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,822 shares; 2025Q1: 199,861 shares; 2025Q2: 207,571 shares; 2025Q3: 238,178 shares; 2025Q4: 293,240 shares; 2026Q1: 331,962 shares 331,962 $6.41M 0.22% +38,722 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,365 shares; 2025Q2: 54,949 shares; 2025Q3: 61,062 shares; 2025Q4: 78,293 shares; 2026Q1: 81,570 shares 81,570 $6.33M 0.22% +3,277 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: restricted; 2024Q4: 102,378 shares; 2025Q1: 125,004 shares; 2025Q2: 129,298 shares; 2025Q3: 127,293 shares; 2025Q4: 126,014 shares; 2026Q1: 141,487 shares 141,487 $6.31M 0.21% +15,473 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: restricted; 2024Q4: 66,900 shares; 2025Q1: 87,892 shares; 2025Q2: 144,089 shares; 2025Q3: 142,063 shares; 2025Q4: 140,814 shares; 2026Q1: 156,646 shares 156,646 $6.28M 0.21% +15,832 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,785 shares; 2025Q1: 27,357 shares; 2025Q2: 27,366 shares; 2025Q3: 26,902 shares; 2025Q4: 31,333 shares; 2026Q1: 29,533 shares 29,533 $6.24M 0.21% -1,800 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: restricted; 2024Q4: 95,394 shares; 2025Q1: 100,119 shares; 2025Q2: 112,398 shares; 2025Q3: 131,594 shares; 2025Q4: 151,770 shares; 2026Q1: 163,262 shares 163,262 $6.18M 0.21% +11,492 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,013 shares; 2025Q1: 47,671 shares; 2025Q2: 44,796 shares; 2025Q3: 43,683 shares; 2025Q4: 47,771 shares; 2026Q1: 48,774 shares 48,774 $6.06M 0.21% +1,003 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,369 shares; 2025Q1: 14,945 shares; 2025Q2: 13,939 shares; 2025Q3: 120,492 shares; 2025Q4: 130,544 shares; 2026Q1: 137,923 shares 137,923 $6.01M 0.2% +7,379 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: restricted; 2024Q4: 28,248 shares; 2025Q1: 29,188 shares; 2025Q2: 50,490 shares; 2025Q3: 27,647 shares; 2025Q4: 26,257 shares; 2026Q1: 28,094 shares 28,094 $5.81M 0.2% +1,837 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: restricted; 2024Q4: 24,668 shares; 2025Q1: 6,548 shares; 2025Q2: 7,301 shares; 2025Q3: 2,015 shares; 2025Q4: 1,501 shares; 2026Q1: 41,585 shares 41,585 $5.8M 0.2% +40,084 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: restricted; 2024Q4: 76,865 shares; 2025Q1: 102,668 shares; 2025Q2: 76,713 shares; 2025Q3: 75,969 shares; 2025Q4: 76,148 shares; 2026Q1: 74,304 shares 74,304 $5.77M 0.2% -1,844 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,178 shares; 2025Q1: 148,979 shares; 2025Q2: 166,898 shares; 2025Q3: 191,668 shares; 2025Q4: 198,241 shares; 2026Q1: 237,298 shares 237,298 $5.74M 0.2% +39,057 Timeline SCHH 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: restricted; 2024Q4: 23,837 shares; 2025Q1: 130,079 shares; 2025Q2: 139,973 shares; 2025Q3: 217,296 shares; 2025Q4: 234,315 shares; 2026Q1: 264,821 shares 264,821 $5.69M 0.19% +30,506 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,176 shares; 2025Q1: 52,700 shares; 2025Q2: 55,320 shares; 2025Q3: 40,227 shares; 2025Q4: 50,056 shares; 2026Q1: 51,466 shares 51,466 $5.68M 0.19% +1,410 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,935 shares; 2025Q1: 74,590 shares; 2025Q2: 76,299 shares; 2025Q3: 75,025 shares; 2025Q4: 76,416 shares; 2026Q1: 82,264 shares 82,264 $5.66M 0.19% +5,848 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,473 shares; 2025Q1: 59,108 shares; 2025Q2: 43,284 shares; 2025Q3: 42,454 shares; 2025Q4: 39,347 shares; 2026Q1: 64,765 shares 64,765 $5.61M 0.19% +25,418 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: restricted; 2024Q4: 52,329 shares; 2025Q1: 54,676 shares; 2025Q2: 50,847 shares; 2025Q3: 40,927 shares; 2025Q4: 35,477 shares; 2026Q1: 50,343 shares 50,343 $5.61M 0.19% +14,866 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,683 shares; 2025Q1: 59,935 shares; 2025Q2: 74,461 shares; 2025Q3: 83,410 shares; 2025Q4: 93,590 shares; 2026Q1: 97,657 shares 97,657 $5.57M 0.19% +4,067 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 41,840 shares; 2025Q2: 45,858 shares; 2025Q3: 53,044 shares; 2025Q4: 66,383 shares; 2026Q1: 73,516 shares 73,516 $5.54M 0.19% +7,133 Timeline AVIG 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: restricted; 2024Q4: 16,228 shares; 2025Q1: 54,200 shares; 2025Q2: 73,440 shares; 2025Q3: 78,452 shares; 2025Q4: 119,387 shares; 2026Q1: 132,785 shares 132,785 $5.52M 0.19% +13,398 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,541 shares; 2025Q1: 8,729 shares; 2025Q2: not reported; 2025Q3: 8,553 shares; 2025Q4: 9,686 shares; 2026Q1: 154,421 shares 154,421 $5.49M 0.19% +144,735 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: restricted; 2024Q4: 4,639 shares; 2025Q1: 4,937 shares; 2025Q2: 5,848 shares; 2025Q3: 5,949 shares; 2025Q4: 6,447 shares; 2026Q1: 6,069 shares 6,069 $5.43M 0.18% -378 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: restricted; 2024Q4: 2,207 shares; 2025Q1: 1,210 shares; 2025Q2: 2,388 shares; 2025Q3: 5,006 shares; 2025Q4: 6,294 shares; 2026Q1: 6,164 shares 6,164 $5.38M 0.18% -130 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: restricted; 2024Q4: 452,467 shares; 2025Q1: 482,895 shares; 2025Q2: 512,891 shares; 2025Q3: 243,095 shares; 2025Q4: 212,388 shares; 2026Q1: 174,488 shares 174,488 $5.35M 0.18% -37,900 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: restricted; 2024Q4: 117,998 shares; 2025Q1: 110,318 shares; 2025Q2: 110,493 shares; 2025Q3: 109,239 shares; 2025Q4: 131,734 shares; 2026Q1: 125,500 shares 125,500 $5.33M 0.18% -6,234 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,297 shares 43,297 $5.33M 0.18% 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: restricted; 2024Q4: 21,741 shares; 2025Q1: 20,698 shares; 2025Q2: 16,000 shares; 2025Q3: 18,473 shares; 2025Q4: 38,642 shares; 2026Q1: 119,989 shares 119,989 $5.3M 0.18% +81,347 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: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,866 shares; 2025Q2: 2,683 shares; 2025Q3: 29,597 shares; 2025Q4: 31,614 shares; 2026Q1: 32,081 shares 32,081 $5.28M 0.18% +467 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 50 shares; 2025Q2: 43,891 shares; 2025Q3: 46,715 shares; 2025Q4: 45,318 shares; 2026Q1: 47,076 shares 47,076 $5.22M 0.18% +1,758 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: restricted; 2024Q4: 17,290 shares; 2025Q1: 18,412 shares; 2025Q2: 20,419 shares; 2025Q3: 28,951 shares; 2025Q4: 31,629 shares; 2026Q1: 35,143 shares 35,143 $5.17M 0.18% +3,514 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: restricted; 2024Q4: 104,504 shares; 2025Q1: 102,902 shares; 2025Q2: 100,885 shares; 2025Q3: 125,970 shares; 2025Q4: 120,195 shares; 2026Q1: 118,959 shares 118,959 $5.12M 0.17% -1,236 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 146 shares; 2025Q3: 22,781 shares; 2025Q4: 26,037 shares; 2026Q1: 29,205 shares 29,205 $5.06M 0.17% +3,168 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: restricted; 2024Q4: 23,682 shares; 2025Q1: 23,380 shares; 2025Q2: 23,089 shares; 2025Q3: 22,405 shares; 2025Q4: 23,859 shares; 2026Q1: 29,766 shares 29,766 $5.05M 0.17% +5,907 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,309 shares; 2025Q4: 139,125 shares; 2026Q1: 137,675 shares 137,675 $5.01M 0.17% -1,450 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,173 shares; 2025Q1: 125,313 shares; 2025Q2: 129,462 shares; 2025Q3: 161,695 shares; 2025Q4: 127,623 shares; 2026Q1: 166,095 shares 166,095 $5.01M 0.17% +38,472 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: restricted; 2024Q4: 5,793 shares; 2025Q1: 6,774 shares; 2025Q2: 6,385 shares; 2025Q3: 7,156 shares; 2025Q4: 4,804 shares; 2026Q1: 5,015 shares 5,015 $5M 0.17% +211 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,397 shares; 2025Q1: 47,207 shares; 2025Q2: 71,799 shares; 2025Q3: 87,089 shares; 2025Q4: 103,589 shares; 2026Q1: 117,887 shares 117,887 $4.99M 0.17% +14,298 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: restricted; 2024Q4: 3,483 shares; 2025Q1: 3,653 shares; 2025Q2: 3,854 shares; 2025Q3: 7,839 shares; 2025Q4: 8,620 shares; 2026Q1: 9,028 shares 9,028 $4.96M 0.17% +408 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,709 shares; 2025Q1: 40,223 shares; 2025Q2: 42,890 shares; 2025Q3: 47,944 shares; 2025Q4: 59,061 shares; 2026Q1: 67,858 shares 67,858 $4.96M 0.17% +8,797 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,000 shares; 2025Q1: 82,628 shares; 2025Q2: 90,131 shares; 2025Q3: 100,895 shares; 2025Q4: 111,216 shares; 2026Q1: 122,968 shares 122,968 $4.91M 0.17% +11,752 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,148 shares; 2025Q1: 41,065 shares; 2025Q2: 59,930 shares; 2025Q3: 65,264 shares; 2025Q4: 54,314 shares; 2026Q1: 61,842 shares 61,842 $4.84M 0.16% +7,528 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: restricted; 2024Q4: 7,136 shares; 2025Q1: 6,919 shares; 2025Q2: 8,405 shares; 2025Q3: 13,336 shares; 2025Q4: 16,556 shares; 2026Q1: 16,981 shares 16,981 $4.82M 0.16% +425 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: restricted; 2024Q4: 113,581 shares; 2025Q1: 114,845 shares; 2025Q2: 116,178 shares; 2025Q3: 103,812 shares; 2025Q4: 119,283 shares; 2026Q1: 117,442 shares 117,442 $4.8M 0.16% -1,841 Timeline EIS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 46,791 shares; 2025Q4: 47,665 shares; 2026Q1: 41,287 shares 41,287 $4.79M 0.16% -6,378 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,905 shares; 2025Q1: 28,912 shares; 2025Q2: 31,078 shares; 2025Q3: 30,777 shares; 2025Q4: 62,928 shares; 2026Q1: 32,663 shares 32,663 $4.78M 0.16% -30,265 Timeline EWJ 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: restricted; 2024Q4: 19,907 shares; 2025Q1: 40,411 shares; 2025Q2: 39,342 shares; 2025Q3: 25,268 shares; 2025Q4: 25,396 shares; 2026Q1: 55,803 shares 55,803 $4.71M 0.16% +30,407 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: restricted; 2024Q4: 16,368 shares; 2025Q1: 12,899 shares; 2025Q2: 12,806 shares; 2025Q3: 14,682 shares; 2025Q4: 15,531 shares; 2026Q1: 15,431 shares 15,431 $4.67M 0.16% -100 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: restricted; 2024Q4: 1,081 shares; 2025Q1: 1,045 shares; 2025Q2: 4,764 shares; 2025Q3: 15,935 shares; 2025Q4: 20,750 shares; 2026Q1: 23,252 shares 23,252 $4.61M 0.16% +2,502 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,645 shares; 2025Q1: 1,662 shares; 2025Q2: 61,064 shares; 2025Q3: 64,960 shares; 2025Q4: 75,499 shares; 2026Q1: 86,935 shares 86,935 $4.6M 0.16% +11,436 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: restricted; 2024Q4: 8,496 shares; 2025Q1: 9,606 shares; 2025Q2: 9,665 shares; 2025Q3: 10,971 shares; 2025Q4: 9,046 shares; 2026Q1: 9,531 shares 9,531 $4.57M 0.16% +485 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,959 shares; 2025Q1: 30,947 shares; 2025Q2: 27,918 shares; 2025Q3: 51,940 shares; 2025Q4: 42,728 shares; 2026Q1: 24,982 shares 24,982 $4.53M 0.15% -17,746 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,075 shares; 2025Q1: 1,445 shares; 2025Q2: 3,757 shares; 2025Q3: 6,411 shares; 2025Q4: 26,591 shares; 2026Q1: 20,867 shares 20,867 $4.46M 0.15% -5,724 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,087 shares; 2025Q1: 22,150 shares; 2025Q2: 25,081 shares; 2025Q3: 27,717 shares; 2025Q4: 37,457 shares; 2026Q1: 39,482 shares 39,482 $4.43M 0.15% +2,025 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: restricted; 2024Q4: 46,400 shares; 2025Q1: 52,219 shares; 2025Q2: 55,536 shares; 2025Q3: 17,287 shares; 2025Q4: 16,886 shares; 2026Q1: 16,507 shares 16,507 $4.32M 0.15% -379 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,230 shares; 2025Q1: 27,042 shares; 2025Q2: 32,617 shares; 2025Q3: 36,067 shares; 2025Q4: 50,065 shares; 2026Q1: 53,290 shares 53,290 $4.29M 0.15% +3,225 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: restricted; 2024Q4: 124,978 shares; 2025Q1: 181,597 shares; 2025Q2: 263,875 shares; 2025Q3: 274,051 shares; 2025Q4: 197,363 shares; 2026Q1: 247,516 shares 247,516 $4.29M 0.15% +50,153 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: restricted; 2024Q4: 84,972 shares; 2025Q1: 95,142 shares; 2025Q2: 97,452 shares; 2025Q3: 96,006 shares; 2025Q4: 91,840 shares; 2026Q1: 107,068 shares 107,068 $4.26M 0.15% +15,228 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: restricted; 2024Q4: 39,963 shares; 2025Q1: 31,037 shares; 2025Q2: 34,292 shares; 2025Q3: 38,337 shares; 2025Q4: 32,480 shares; 2026Q1: 28,852 shares 28,852 $4.22M 0.14% -3,628 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,437 shares; 2025Q1: 97,501 shares; 2025Q2: 62,258 shares; 2025Q3: 67,502 shares; 2025Q4: 66,916 shares; 2026Q1: 71,036 shares 71,036 $4.2M 0.14% +4,120 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,503 shares; 2025Q1: 324,788 shares; 2025Q2: 336,018 shares; 2025Q3: 315,203 shares; 2025Q4: 294,230 shares; 2026Q1: 300,005 shares 300,005 $4.14M 0.14% +5,775 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: restricted; 2024Q4: 1,002 shares; 2025Q1: 1,000 shares; 2025Q2: 1,107 shares; 2025Q3: 975 shares; 2025Q4: 2,783 shares; 2026Q1: 2,760 shares 2,760 $4.06M 0.14% -23 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: restricted; 2024Q4: 48,796 shares; 2025Q1: 52,801 shares; 2025Q2: 52,417 shares; 2025Q3: 51,266 shares; 2025Q4: 50,935 shares; 2026Q1: 52,448 shares 52,448 $4.05M 0.14% +1,513 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,869 shares; 2025Q1: 33,749 shares; 2025Q2: 89,859 shares; 2025Q3: 77,749 shares; 2025Q4: 76,237 shares; 2026Q1: 71,387 shares 71,387 $4.02M 0.14% -4,850 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: restricted; 2024Q4: 22,397 shares; 2025Q1: 69,849 shares; 2025Q2: 55,841 shares; 2025Q3: 53,327 shares; 2025Q4: 75,276 shares; 2026Q1: 85,010 shares 85,010 $3.93M 0.13% +9,734 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,084 shares; 2025Q1: 159,529 shares; 2025Q2: 141,428 shares; 2025Q3: 138,736 shares; 2025Q4: 138,315 shares; 2026Q1: 140,552 shares 140,552 $3.7M 0.13% +2,237 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: restricted; 2024Q4: 18,734 shares; 2025Q1: 15,461 shares; 2025Q2: 20,975 shares; 2025Q3: 20,457 shares; 2025Q4: 21,894 shares; 2026Q1: 18,136 shares 18,136 $3.69M 0.13% -3,758 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,168 shares; 2025Q1: 94,928 shares; 2025Q2: 31,116 shares; 2025Q3: 129,789 shares; 2025Q4: 124,389 shares; 2026Q1: 101,068 shares 101,068 $3.62M 0.12% -23,321 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411,174 shares; 2025Q1: 419,464 shares; 2025Q2: 417,093 shares; 2025Q3: 409,153 shares; 2025Q4: 410,529 shares; 2026Q1: 414,184 shares 414,184 $3.59M 0.12% +3,655 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: restricted; 2024Q4: 9,889 shares; 2025Q1: 9,770 shares; 2025Q2: 10,386 shares; 2025Q3: 10,387 shares; 2025Q4: 10,474 shares; 2026Q1: 10,497 shares 10,497 $3.45M 0.12% +23 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: restricted; 2024Q4: 13,585 shares; 2025Q1: 28,429 shares; 2025Q2: 16,759 shares; 2025Q3: 8,497 shares; 2025Q4: 7,507 shares; 2026Q1: 7,302 shares 7,302 $3.38M 0.12% -205 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: restricted; 2024Q4: 11,969 shares; 2025Q1: 13,257 shares; 2025Q2: 12,139 shares; 2025Q3: 11,743 shares; 2025Q4: 10,572 shares; 2026Q1: 10,862 shares 10,862 $3.38M 0.11% +290 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,438 shares; 2025Q1: 84,706 shares; 2025Q2: 55,455 shares; 2025Q3: 72,529 shares; 2025Q4: 73,035 shares; 2026Q1: 59,614 shares 59,614 $3.37M 0.11% -13,421 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: restricted; 2024Q4: 9,762 shares; 2025Q1: 9,084 shares; 2025Q2: 8,208 shares; 2025Q3: 9,318 shares; 2025Q4: 16,091 shares; 2026Q1: 9,981 shares 9,981 $3.37M 0.11% -6,110 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,734 shares; 2025Q1: 45,763 shares; 2025Q2: 45,112 shares; 2025Q3: 41,566 shares; 2025Q4: 39,085 shares; 2026Q1: 29,709 shares 29,709 $3.28M 0.11% -9,376 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: restricted; 2024Q4: 103,941 shares; 2025Q1: 97,209 shares; 2025Q2: 99,947 shares; 2025Q3: 98,232 shares; 2025Q4: 43,473 shares; 2026Q1: 43,102 shares 43,102 $3.28M 0.11% -371 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,223 shares; 2025Q1: 37,469 shares; 2025Q2: 38,121 shares; 2025Q3: 39,591 shares; 2025Q4: 41,174 shares; 2026Q1: 43,645 shares 43,645 $3.25M 0.11% +2,471 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: restricted; 2024Q4: 6,758 shares; 2025Q1: 3,929 shares; 2025Q2: 3,866 shares; 2025Q3: 3,813 shares; 2025Q4: 4,004 shares; 2026Q1: 3,523 shares 3,523 $3.24M 0.11% -481 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,934 shares; 2025Q1: 34,390 shares; 2025Q2: 96,429 shares; 2025Q3: 80,420 shares; 2025Q4: 72,596 shares; 2026Q1: 68,566 shares 68,566 $3.18M 0.11% -4,030 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: restricted; 2024Q4: 43,775 shares; 2025Q1: 77,533 shares; 2025Q2: 85,195 shares; 2025Q3: 99,346 shares; 2025Q4: 108,660 shares; 2026Q1: 63,103 shares 63,103 $3.14M 0.11% -45,557 Timeline RWJ 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: restricted; 2024Q4: 35,442 shares; 2025Q1: 40,544 shares; 2025Q2: 47,251 shares; 2025Q3: 51,954 shares; 2025Q4: 58,699 shares; 2026Q1: 60,572 shares 60,572 $3.06M 0.1% +1,873 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 7,170 shares; 2025Q2: 10,668 shares; 2025Q3: 10,372 shares; 2025Q4: 8,980 shares; 2026Q1: 7,945 shares 7,945 $3.05M 0.1% -1,035 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,455 shares; 2025Q1: 29,723 shares; 2025Q2: 38,833 shares; 2025Q3: 49,979 shares; 2025Q4: 59,751 shares; 2026Q1: 73,603 shares 73,603 $3.04M 0.1% +13,852 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: restricted; 2024Q4: 8,616 shares; 2025Q1: 8,116 shares; 2025Q2: 8,741 shares; 2025Q3: 9,194 shares; 2025Q4: 7,976 shares; 2026Q1: 8,237 shares 8,237 $3.03M 0.1% +261 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,624 shares; 2025Q1: 27,130 shares; 2025Q2: 32,668 shares; 2025Q3: 36,088 shares; 2025Q4: 46,169 shares; 2026Q1: 48,299 shares 48,299 $3.01M 0.1% +2,130 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,245 shares; 2025Q1: 254,315 shares; 2025Q2: 233,025 shares; 2025Q3: 237,660 shares; 2025Q4: 238,411 shares; 2026Q1: 257,026 shares 257,026 $3M 0.1% +18,615 Timeline PMAY 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: restricted; 2024Q4: 107,566 shares; 2025Q1: 29,943 shares; 2025Q2: 78,219 shares; 2025Q3: 77,790 shares; 2025Q4: 78,201 shares; 2026Q1: 74,959 shares 74,959 $2.99M 0.1% -3,242 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: restricted; 2024Q4: 3,625 shares; 2025Q1: 1,634 shares; 2025Q2: 1,571 shares; 2025Q3: 1,961 shares; 2025Q4: 1,776 shares; 2026Q1: 3,510 shares 3,510 $2.97M 0.1% +1,734 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: restricted; 2024Q4: 5,956 shares; 2025Q1: 15,008 shares; 2025Q2: 18,218 shares; 2025Q3: 19,940 shares; 2025Q4: 25,635 shares; 2026Q1: 26,567 shares 26,567 $2.93M 0.1% +932 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,525 shares; 2025Q1: 39,760 shares; 2025Q2: 40,220 shares; 2025Q3: 44,590 shares; 2025Q4: 45,925 shares; 2026Q1: 52,840 shares 52,840 $2.9M 0.1% +6,915 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: restricted; 2024Q4: 26,836 shares; 2025Q1: 31,829 shares; 2025Q2: 31,702 shares; 2025Q3: 30,645 shares; 2025Q4: 29,324 shares; 2026Q1: 26,503 shares 26,503 $2.87M 0.1% -2,821 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: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,905 shares; 2025Q2: 8,378 shares; 2025Q3: 8,390 shares; 2025Q4: 8,010 shares; 2026Q1: 7,958 shares 7,958 $2.85M 0.1% -52 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,788 shares; 2025Q1: 18,718 shares; 2025Q2: 21,031 shares; 2025Q3: 16,320 shares; 2025Q4: 15,180 shares; 2026Q1: 17,423 shares 17,423 $2.82M 0.1% +2,243 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,769 shares; 2025Q3: 48,554 shares; 2025Q4: 67,808 shares; 2026Q1: 77,666 shares 77,666 $2.81M 0.1% +9,858 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: restricted; 2024Q4: 5,807 shares; 2025Q1: 7,174 shares; 2025Q2: 7,067 shares; 2025Q3: 6,973 shares; 2025Q4: 7,101 shares; 2026Q1: 6,809 shares 6,809 $2.78M 0.09% -292 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,479 shares; 2025Q3: 47,101 shares; 2025Q4: 70,881 shares; 2026Q1: 82,657 shares 82,657 $2.72M 0.09% +11,776 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: restricted; 2024Q4: 19,012 shares; 2025Q1: 18,740 shares; 2025Q2: 26,634 shares; 2025Q3: 30,651 shares; 2025Q4: 22,107 shares; 2026Q1: 26,251 shares 26,251 $2.7M 0.09% +4,144 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: restricted; 2024Q4: 11,775 shares; 2025Q1: 13,015 shares; 2025Q2: 13,113 shares; 2025Q3: 13,189 shares; 2025Q4: 14,547 shares; 2026Q1: 13,879 shares 13,879 $2.68M 0.09% -668 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,961 shares; 2025Q1: 16,813 shares; 2025Q2: 19,126 shares; 2025Q3: 17,616 shares; 2025Q4: 17,480 shares; 2026Q1: 20,178 shares 20,178 $2.64M 0.09% +2,698 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: restricted; 2024Q4: 16,141 shares; 2025Q1: 19,793 shares; 2025Q2: 19,014 shares; 2025Q3: 21,758 shares; 2025Q4: 24,508 shares; 2026Q1: 21,504 shares 21,504 $2.64M 0.09% -3,004 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 742 shares; 2025Q1: 1,031 shares; 2025Q2: 12,978 shares; 2025Q3: 17,948 shares; 2025Q4: 21,714 shares; 2026Q1: 21,897 shares 21,897 $2.6M 0.09% +183 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 283 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 216 shares; 2026Q1: 14,491 shares 14,491 $2.55M 0.09% +14,275 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: restricted; 2024Q4: 132,420 shares; 2025Q1: 86,215 shares; 2025Q2: 99,212 shares; 2025Q3: 72,320 shares; 2025Q4: 69,882 shares; 2026Q1: 101,938 shares 101,938 $2.52M 0.09% +32,056 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: restricted; 2024Q4: 4,249 shares; 2025Q1: 5,405 shares; 2025Q2: 6,707 shares; 2025Q3: 9,694 shares; 2025Q4: 12,408 shares; 2026Q1: 15,665 shares 15,665 $2.51M 0.09% +3,257 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: 1,984 shares; 2025Q2: 28,653 shares; 2025Q3: 11,133 shares; 2025Q4: 6,354 shares; 2026Q1: 34,445 shares 34,445 $2.5M 0.08% +28,091 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: restricted; 2024Q4: 6,938 shares; 2025Q1: 7,668 shares; 2025Q2: 19,663 shares; 2025Q3: 39,912 shares; 2025Q4: 43,305 shares; 2026Q1: 43,736 shares 43,736 $2.48M 0.08% +431 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 499 shares; 2025Q1: 162 shares; 2025Q2: 198 shares; 2025Q3: 1,287 shares; 2025Q4: 7,415 shares; 2026Q1: 8,911 shares 8,911 $2.48M 0.08% +1,496 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: restricted; 2024Q4: 12,392 shares; 2025Q1: 10,430 shares; 2025Q2: 10,961 shares; 2025Q3: 8,094 shares; 2025Q4: 8,087 shares; 2026Q1: 7,013 shares 7,013 $2.47M 0.08% -1,074 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 25,449 shares; 2025Q2: 17,912 shares; 2025Q3: 20,291 shares; 2025Q4: 20,696 shares; 2026Q1: 16,543 shares 16,543 $2.43M 0.08% -4,153 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,554 shares; 2025Q1: 10,622 shares; 2025Q2: 10,875 shares; 2025Q3: 11,000 shares; 2025Q4: 11,185 shares; 2026Q1: 15,388 shares 15,388 $2.42M 0.08% +4,203 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: restricted; 2024Q4: 28,188 shares; 2025Q1: 92,846 shares; 2025Q2: 46,743 shares; 2025Q3: 93,104 shares; 2025Q4: 72,478 shares; 2026Q1: 35,465 shares 35,465 $2.42M 0.08% -37,013 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,470 shares; 2025Q1: 17,047 shares; 2025Q2: 18,997 shares; 2025Q3: 22,956 shares; 2025Q4: 25,567 shares; 2026Q1: 26,936 shares 26,936 $2.41M 0.08% +1,369 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,418 shares; 2025Q1: 49,384 shares; 2025Q2: 59,580 shares; 2025Q3: 58,491 shares; 2025Q4: 59,636 shares; 2026Q1: 72,652 shares 72,652 $2.39M 0.08% +13,016 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: restricted; 2024Q4: 5,850 shares; 2025Q1: 5,526 shares; 2025Q2: 5,813 shares; 2025Q3: 4,982 shares; 2025Q4: 4,183 shares; 2026Q1: 3,931 shares 3,931 $2.38M 0.08% -252 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: restricted; 2024Q4: 33,180 shares; 2025Q1: 31,313 shares; 2025Q2: 31,187 shares; 2025Q3: 32,053 shares; 2025Q4: 32,227 shares; 2026Q1: 33,674 shares 33,674 $2.36M 0.08% +1,447 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,218 shares; 2025Q1: 10,073 shares; 2025Q2: 10,419 shares; 2025Q3: 8,864 shares; 2025Q4: 8,905 shares; 2026Q1: 8,091 shares 8,091 $2.36M 0.08% -814 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: restricted; 2024Q4: 10,191 shares; 2025Q1: 10,328 shares; 2025Q2: 10,701 shares; 2025Q3: 10,451 shares; 2025Q4: 9,125 shares; 2026Q1: 9,895 shares 9,895 $2.34M 0.08% +770 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: restricted; 2024Q4: 1,899 shares; 2025Q1: 2,485 shares; 2025Q2: 4,715 shares; 2025Q3: 4,607 shares; 2025Q4: 5,622 shares; 2026Q1: 5,956 shares 5,956 $2.33M 0.08% +334 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: restricted; 2024Q4: 25,220 shares; 2025Q1: 24,688 shares; 2025Q2: 27,574 shares; 2025Q3: 27,578 shares; 2025Q4: 24,980 shares; 2026Q1: 23,940 shares 23,940 $2.31M 0.08% -1,040 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: restricted; 2024Q4: 84,440 shares; 2025Q1: 85,102 shares; 2025Q2: 80,732 shares; 2025Q3: 77,654 shares; 2025Q4: 88,524 shares; 2026Q1: 81,321 shares 81,321 $2.28M 0.08% -7,203 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: restricted; 2024Q4: 3,683 shares; 2025Q1: 3,708 shares; 2025Q2: 5,236 shares; 2025Q3: 5,736 shares; 2025Q4: 6,798 shares; 2026Q1: 6,718 shares 6,718 $2.27M 0.08% -80 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,601 shares; 2025Q1: 97,601 shares; 2025Q2: 97,392 shares; 2025Q3: 97,392 shares; 2025Q4: 87,209 shares; 2026Q1: 84,215 shares 84,215 $2.27M 0.08% -2,994 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,681 shares; 2025Q1: 7,751 shares; 2025Q2: 9,648 shares; 2025Q3: 9,752 shares; 2025Q4: 9,372 shares; 2026Q1: 9,424 shares 9,424 $2.23M 0.08% +52 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: restricted; 2024Q4: 5,780 shares; 2025Q1: 5,885 shares; 2025Q2: 6,197 shares; 2025Q3: 6,927 shares; 2025Q4: 6,456 shares; 2026Q1: 6,764 shares 6,764 $2.22M 0.08% +308 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: restricted; 2024Q4: 11,521 shares; 2025Q1: 11,064 shares; 2025Q2: 12,928 shares; 2025Q3: 11,007 shares; 2025Q4: 10,012 shares; 2026Q1: 11,341 shares 11,341 $2.2M 0.07% +1,329 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,461 shares; 2025Q1: 27,069 shares; 2025Q2: 32,984 shares; 2025Q3: 18,361 shares; 2025Q4: 24,636 shares; 2026Q1: 26,758 shares 26,758 $2.19M 0.07% +2,122 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,675 shares; 2025Q1: 16,408 shares; 2025Q2: 23,200 shares; 2025Q3: 24,981 shares; 2025Q4: 28,711 shares; 2026Q1: 32,417 shares 32,417 $2.18M 0.07% +3,706 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,400 shares; 2025Q1: 35,118 shares; 2025Q2: 39,854 shares; 2025Q3: 41,448 shares; 2025Q4: 43,048 shares; 2026Q1: 46,808 shares 46,808 $2.14M 0.07% +3,760 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,439 shares; 2025Q1: 9,892 shares; 2025Q2: 16,890 shares; 2025Q3: 15,336 shares; 2025Q4: 24,746 shares; 2026Q1: 19,583 shares 19,583 $2.13M 0.07% -5,163 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 4,513 shares; 2025Q2: 735 shares; 2025Q3: 3,440 shares; 2025Q4: 10,530 shares; 2026Q1: 9,224 shares 9,224 $2.13M 0.07% -1,306 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: restricted; 2024Q4: 8,285 shares; 2025Q1: 8,798 shares; 2025Q2: 8,548 shares; 2025Q3: 8,872 shares; 2025Q4: 9,631 shares; 2026Q1: 10,720 shares 10,720 $2.12M 0.07% +1,089 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 10,273 shares; 2025Q3: 16,669 shares; 2025Q4: 32,978 shares; 2026Q1: 38,809 shares 38,809 $2.12M 0.07% +5,831 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261,056 shares; 2025Q1: 259,665 shares; 2025Q2: 252,840 shares; 2025Q3: 69,584 shares; 2025Q4: 68,255 shares; 2026Q1: 62,014 shares 62,014 $2.09M 0.07% -6,241 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: restricted; 2024Q4: 30,628 shares; 2025Q1: 27,081 shares; 2025Q2: 28,817 shares; 2025Q3: 27,787 shares; 2025Q4: 27,490 shares; 2026Q1: 28,707 shares 28,707 $2.08M 0.07% +1,217 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 6,445 shares; 2025Q3: 14,698 shares; 2025Q4: 24,253 shares; 2026Q1: 35,607 shares 35,607 $2.06M 0.07% +11,354 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,476 shares; 2025Q1: 3,883 shares; 2025Q2: 7,213 shares; 2025Q3: 182,552 shares; 2025Q4: 159,060 shares; 2026Q1: 52,299 shares 52,299 $2.06M 0.07% -106,761 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,515 shares; 2025Q1: 30,098 shares; 2025Q2: 40,780 shares; 2025Q3: 47,172 shares; 2025Q4: 54,061 shares; 2026Q1: 59,761 shares 59,761 $2.05M 0.07% +5,700 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,868 shares; 2025Q1: 10,851 shares; 2025Q2: 12,224 shares; 2025Q3: 12,436 shares; 2025Q4: 14,810 shares; 2026Q1: 20,182 shares 20,182 $2.03M 0.07% +5,372 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: restricted; 2024Q4: 23,914 shares; 2025Q1: 15,891 shares; 2025Q2: 16,275 shares; 2025Q3: 15,309 shares; 2025Q4: 14,283 shares; 2026Q1: 13,935 shares 13,935 $2.02M 0.07% -348 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: restricted; 2024Q4: 20,178 shares; 2025Q1: 19,405 shares; 2025Q2: 20,057 shares; 2025Q3: 20,111 shares; 2025Q4: 20,864 shares; 2026Q1: 21,661 shares 21,661 $2.01M 0.07% +797 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: restricted; 2024Q4: 64,841 shares; 2025Q1: 64,383 shares; 2025Q2: 67,837 shares; 2025Q3: 61,233 shares; 2025Q4: 73,213 shares; 2026Q1: 68,617 shares 68,617 $1.99M 0.07% -4,596 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: restricted; 2024Q4: 22,187 shares; 2025Q1: 22,083 shares; 2025Q2: 22,719 shares; 2025Q3: 21,449 shares; 2025Q4: 22,454 shares; 2026Q1: 25,293 shares 25,293 $1.98M 0.07% +2,839 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: restricted; 2024Q4: 4,804 shares; 2025Q1: 13,571 shares; 2025Q2: 15,006 shares; 2025Q3: 16,011 shares; 2025Q4: 19,447 shares; 2026Q1: 19,699 shares 19,699 $1.97M 0.07% +252 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,426 shares; 2025Q1: 67,580 shares; 2025Q2: 48,864 shares; 2025Q3: 44,502 shares; 2025Q4: 40,534 shares; 2026Q1: 24,984 shares 24,984 $1.97M 0.07% -15,550 Timeline VDC 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: restricted; 2024Q4: 6,154 shares; 2025Q1: 6,477 shares; 2025Q2: 6,469 shares; 2025Q3: 7,683 shares; 2025Q4: 8,061 shares; 2026Q1: 8,726 shares 8,726 $1.96M 0.07% +665 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: restricted; 2024Q4: 24,959 shares; 2025Q1: 20,568 shares; 2025Q2: 20,730 shares; 2025Q3: 20,491 shares; 2025Q4: 20,611 shares; 2026Q1: 20,986 shares 20,986 $1.95M 0.07% +375 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,989 shares; 2025Q1: 14,110 shares; 2025Q2: 13,794 shares; 2025Q3: 13,817 shares; 2025Q4: 13,283 shares; 2026Q1: 14,449 shares 14,449 $1.95M 0.07% +1,166 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: restricted; 2024Q4: 1,739 shares; 2025Q1: 1,981 shares; 2025Q2: 2,097 shares; 2025Q3: 2,164 shares; 2025Q4: 3,111 shares; 2026Q1: 2,806 shares 2,806 $1.91M 0.07% -305 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,890 shares; 2025Q1: 25,007 shares; 2025Q2: 15,978 shares; 2025Q3: 16,778 shares; 2025Q4: 23,677 shares; 2026Q1: 23,270 shares 23,270 $1.9M 0.06% -407 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,760 shares; 2025Q1: 21,202 shares; 2025Q2: 23,092 shares; 2025Q3: 21,307 shares; 2025Q4: 17,943 shares; 2026Q1: 15,595 shares 15,595 $1.89M 0.06% -2,348 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,553 shares; 2025Q1: 43,263 shares; 2025Q2: 43,160 shares; 2025Q3: 43,181 shares; 2025Q4: 43,122 shares; 2026Q1: 41,120 shares 41,120 $1.86M 0.06% -2,002 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,292 shares; 2025Q1: 8,812 shares; 2025Q2: 9,013 shares; 2025Q3: 8,621 shares; 2025Q4: 8,657 shares; 2026Q1: 8,699 shares 8,699 $1.81M 0.06% +42 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,071 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 57,812 shares; 2026Q1: 29,232 shares 29,232 $1.8M 0.06% -28,580 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 782 shares; 2025Q2: 441 shares; 2025Q3: 19,148 shares; 2025Q4: 18,859 shares; 2026Q1: 25,991 shares 25,991 $1.8M 0.06% +7,132 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: restricted; 2024Q4: 30,941 shares; 2025Q1: 32,866 shares; 2025Q2: 36,969 shares; 2025Q3: 34,557 shares; 2025Q4: 36,432 shares; 2026Q1: 36,788 shares 36,788 $1.78M 0.06% +356 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: restricted; 2024Q4: 1,978 shares; 2025Q1: 3,654 shares; 2025Q2: 3,617 shares; 2025Q3: 3,599 shares; 2025Q4: 6,834 shares; 2026Q1: 7,379 shares 7,379 $1.77M 0.06% +545 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: restricted; 2024Q4: 25,060 shares; 2025Q1: 24,824 shares; 2025Q2: 24,794 shares; 2025Q3: 24,143 shares; 2025Q4: 24,390 shares; 2026Q1: 24,808 shares 24,808 $1.75M 0.06% +418 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,111 shares; 2025Q1: 5,298 shares; 2025Q2: 6,236 shares; 2025Q3: 7,425 shares; 2025Q4: 8,251 shares; 2026Q1: 8,734 shares 8,734 $1.75M 0.06% +483 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31,769 shares; 2025Q2: 31,769 shares; 2025Q3: 31,769 shares; 2025Q4: 29,119 shares; 2026Q1: 22,970 shares 22,970 $1.74M 0.06% -6,149 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,025 shares; 2025Q1: 230,240 shares; 2025Q2: 233,915 shares; 2025Q3: 240,290 shares; 2025Q4: 244,065 shares; 2026Q1: 246,620 shares 246,620 $1.7M 0.06% +2,555 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,726 shares; 2025Q1: 148,751 shares; 2025Q2: 149,145 shares; 2025Q3: 133,858 shares; 2025Q4: 135,526 shares; 2026Q1: 135,769 shares 135,769 $1.67M 0.06% +243 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,129 shares; 2025Q1: 4,389 shares; 2025Q2: 5,174 shares; 2025Q3: 4,857 shares; 2025Q4: 5,071 shares; 2026Q1: 5,242 shares 5,242 $1.67M 0.06% +171 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,006 shares; 2025Q1: 7,318 shares; 2025Q2: 8,123 shares; 2025Q3: 7,775 shares; 2025Q4: 9,105 shares; 2026Q1: 10,026 shares 10,026 $1.67M 0.06% +921 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,305 shares; 2025Q1: 4,171 shares; 2025Q2: 6,953 shares; 2025Q3: 12,963 shares; 2025Q4: 30,277 shares; 2026Q1: 33,142 shares 33,142 $1.66M 0.06% +2,865 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: restricted; 2024Q4: 17,128 shares; 2025Q1: 13,924 shares; 2025Q2: 14,203 shares; 2025Q3: 13,375 shares; 2025Q4: 11,400 shares; 2026Q1: 12,483 shares 12,483 $1.65M 0.06% +1,083 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,134 shares; 2025Q1: 238,559 shares; 2025Q2: 237,784 shares; 2025Q3: 231,012 shares; 2025Q4: 222,344 shares; 2026Q1: 218,363 shares 218,363 $1.65M 0.06% -3,981 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: restricted; 2024Q4: 37,464 shares; 2025Q1: 102,288 shares; 2025Q2: 34,242 shares; 2025Q3: 34,000 shares; 2025Q4: 35,105 shares; 2026Q1: 33,741 shares 33,741 $1.64M 0.06% -1,364 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 497 shares; 2025Q2: 518 shares; 2025Q3: 504 shares; 2025Q4: 477 shares; 2026Q1: 486 shares 486 $1.64M 0.06% +9 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,499 shares; 2025Q1: 49,155 shares; 2025Q2: 50,413 shares; 2025Q3: 50,052 shares; 2025Q4: 51,041 shares; 2026Q1: 51,235 shares 51,235 $1.64M 0.06% +194 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,157 shares; 2025Q1: 32,097 shares; 2025Q2: 31,331 shares; 2025Q3: 30,865 shares; 2025Q4: 30,184 shares; 2026Q1: 28,145 shares 28,145 $1.63M 0.06% -2,039 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: restricted; 2024Q4: 1,821 shares; 2025Q1: 6,932 shares; 2025Q2: 7,001 shares; 2025Q3: 10,502 shares; 2025Q4: 14,130 shares; 2026Q1: 16,120 shares 16,120 $1.62M 0.06% +1,990 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: restricted; 2024Q4: 81,127 shares; 2025Q1: 22,030 shares; 2025Q2: 50,781 shares; 2025Q3: 69,637 shares; 2025Q4: 63,912 shares; 2026Q1: 6,805 shares 6,805 $1.62M 0.06% -57,107 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,082 shares; 2025Q1: 7,146 shares; 2025Q2: 7,536 shares; 2025Q3: 6,116 shares; 2025Q4: 6,045 shares; 2026Q1: 6,188 shares 6,188 $1.61M 0.05% +143 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: restricted; 2024Q4: 9,756 shares; 2025Q1: 9,670 shares; 2025Q2: 10,588 shares; 2025Q3: 8,743 shares; 2025Q4: 7,280 shares; 2026Q1: 6,622 shares 6,622 $1.61M 0.05% -658 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,166 shares; 2025Q1: 17,709 shares; 2025Q2: 17,550 shares; 2025Q3: 17,623 shares; 2025Q4: 17,728 shares; 2026Q1: 16,990 shares 16,990 $1.61M 0.05% -738 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: restricted; 2024Q4: 26,997 shares; 2025Q1: 30,628 shares; 2025Q2: 37,764 shares; 2025Q3: 35,362 shares; 2025Q4: 29,823 shares; 2026Q1: 38,491 shares 38,491 $1.58M 0.05% +8,668 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,889 shares; 2025Q1: 13,932 shares; 2025Q2: 13,206 shares; 2025Q3: 18,562 shares; 2025Q4: 21,267 shares; 2026Q1: 98,712 shares 98,712 $1.57M 0.05% +77,445 Timeline BJAN 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: restricted; 2024Q4: 30,002 shares; 2025Q1: 29,879 shares; 2025Q2: 28,937 shares; 2025Q3: 28,675 shares; 2025Q4: 28,973 shares; 2026Q1: 29,329 shares 29,329 $1.56M 0.05% +356 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 5,110 shares; 2025Q2: 5,078 shares; 2025Q3: 5,073 shares; 2025Q4: 5,102 shares; 2026Q1: 4,871 shares 4,871 $1.56M 0.05% -231 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,149 shares; 2025Q1: 14,646 shares; 2025Q2: 14,237 shares; 2025Q3: 13,416 shares; 2025Q4: 10,003 shares; 2026Q1: 9,823 shares 9,823 $1.56M 0.05% -180 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: restricted; 2024Q4: 11,619 shares; 2025Q1: 10,983 shares; 2025Q2: 11,279 shares; 2025Q3: 11,476 shares; 2025Q4: 11,407 shares; 2026Q1: 11,424 shares 11,424 $1.55M 0.05% +17 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 154 shares; 2025Q4: 19,303 shares; 2026Q1: 30,895 shares 30,895 $1.53M 0.05% +11,592 Timeline FITE 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: restricted; 2024Q4: 14,903 shares; 2025Q1: 16,703 shares; 2025Q2: 17,349 shares; 2025Q3: 18,781 shares; 2025Q4: 18,009 shares; 2026Q1: 17,713 shares 17,713 $1.52M 0.05% -296 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,720 shares; 2025Q1: 5,083 shares; 2025Q2: 4,549 shares; 2025Q3: 35,314 shares; 2025Q4: 60,539 shares; 2026Q1: 66,013 shares 66,013 $1.52M 0.05% +5,474 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,198 shares; 2025Q1: 16,049 shares; 2025Q2: 16,863 shares; 2025Q3: 16,911 shares; 2025Q4: 17,754 shares; 2026Q1: 18,096 shares 18,096 $1.51M 0.05% +342 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,049 shares; 2025Q1: 3,783 shares; 2025Q2: 4,059 shares; 2025Q3: 4,210 shares; 2025Q4: 4,376 shares; 2026Q1: 4,404 shares 4,404 $1.51M 0.05% +28 Timeline EWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,238 shares; 2025Q3: 147,775 shares; 2025Q4: 151,340 shares; 2026Q1: 42,554 shares 42,554 $1.51M 0.05% -108,786 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: restricted; 2024Q4: 8,129 shares; 2025Q1: 8,450 shares; 2025Q2: 9,652 shares; 2025Q3: 11,451 shares; 2025Q4: 9,515 shares; 2026Q1: 10,371 shares 10,371 $1.5M 0.05% +856 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: restricted; 2024Q4: 2,622 shares; 2025Q1: 2,776 shares; 2025Q2: 2,716 shares; 2025Q3: 3,106 shares; 2025Q4: 3,162 shares; 2026Q1: 3,005 shares 3,005 $1.5M 0.05% -157 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: restricted; 2024Q4: 38,378 shares; 2025Q1: 51,386 shares; 2025Q2: 49,661 shares; 2025Q3: 36,993 shares; 2025Q4: 33,294 shares; 2026Q1: 32,471 shares 32,471 $1.5M 0.05% -823 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: restricted; 2024Q4: 25,860 shares; 2025Q1: 154,989 shares; 2025Q2: 41,609 shares; 2025Q3: 31,981 shares; 2025Q4: 29,646 shares; 2026Q1: 29,456 shares 29,456 $1.49M 0.05% -190 Timeline SCHI 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: restricted; 2024Q4: 164,504 shares; 2025Q1: 82,916 shares; 2025Q2: 90,162 shares; 2025Q3: 54,727 shares; 2025Q4: 38,554 shares; 2026Q1: 65,698 shares 65,698 $1.49M 0.05% +27,144 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 13,718 shares; 2025Q2: 16,149 shares; 2025Q3: 16,201 shares; 2025Q4: 16,570 shares; 2026Q1: 16,881 shares 16,881 $1.48M 0.05% +311 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: restricted; 2024Q4: 5,401 shares; 2025Q1: 7,599 shares; 2025Q2: 6,224 shares; 2025Q3: 7,216 shares; 2025Q4: 5,492 shares; 2026Q1: 4,905 shares 4,905 $1.48M 0.05% -587 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 596 shares; 2025Q2: 2,266 shares; 2025Q3: 6,463 shares; 2025Q4: 7,612 shares; 2026Q1: 8,936 shares 8,936 $1.48M 0.05% +1,324 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: restricted; 2024Q4: 20,285 shares; 2025Q1: 20,867 shares; 2025Q2: 23,732 shares; 2025Q3: 23,036 shares; 2025Q4: 24,431 shares; 2026Q1: 24,755 shares 24,755 $1.47M 0.05% +324 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,948 shares; 2025Q1: 20,979 shares; 2025Q2: 21,094 shares; 2025Q3: 20,939 shares; 2025Q4: 23,345 shares; 2026Q1: 23,495 shares 23,495 $1.45M 0.05% +150 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,644 shares; 2025Q1: 8,950 shares; 2025Q2: 8,916 shares; 2025Q3: 8,427 shares; 2025Q4: 8,245 shares; 2026Q1: 8,356 shares 8,356 $1.45M 0.05% +111 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,302 shares; 2025Q1: 12,894 shares; 2025Q2: 10,406 shares; 2025Q3: 10,204 shares; 2025Q4: 10,121 shares; 2026Q1: 9,909 shares 9,909 $1.44M 0.05% -212 Timeline VOOV 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: restricted; 2024Q4: 3,449 shares; 2025Q1: 4,013 shares; 2025Q2: 5,177 shares; 2025Q3: 6,233 shares; 2025Q4: 6,371 shares; 2026Q1: 7,087 shares 7,087 $1.44M 0.05% +716 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,501 shares; 2025Q1: 18,896 shares; 2025Q2: 17,696 shares; 2025Q3: 20,309 shares; 2025Q4: 23,653 shares; 2026Q1: 23,763 shares 23,763 $1.44M 0.05% +110 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,507 shares; 2025Q1: 28,415 shares; 2025Q2: 37,621 shares; 2025Q3: 45,608 shares; 2025Q4: 44,517 shares; 2026Q1: 56,196 shares 56,196 $1.44M 0.05% +11,679 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,210 shares; 2025Q1: 55,738 shares; 2025Q2: 55,445 shares; 2025Q3: 55,171 shares; 2025Q4: 54,280 shares; 2026Q1: 55,425 shares 55,425 $1.39M 0.05% +1,145 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,803 shares; 2025Q1: 1,372 shares; 2025Q2: 3,476 shares; 2025Q3: 5,576 shares; 2025Q4: 6,417 shares; 2026Q1: 5,512 shares 5,512 $1.38M 0.05% -905 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,719 shares; 2025Q1: 12,671 shares; 2025Q2: 24,451 shares; 2025Q3: 27,719 shares; 2025Q4: 28,078 shares; 2026Q1: 28,290 shares 28,290 $1.38M 0.05% +212 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: restricted; 2024Q4: 3,755 shares; 2025Q1: 3,837 shares; 2025Q2: 4,145 shares; 2025Q3: 4,218 shares; 2025Q4: 4,423 shares; 2026Q1: 4,825 shares 4,825 $1.37M 0.05% +402 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: restricted; 2024Q4: 226 shares; 2025Q1: 3,121 shares; 2025Q2: 3,725 shares; 2025Q3: 3,892 shares; 2025Q4: 4,347 shares; 2026Q1: 1,422 shares 1,422 $1.37M 0.05% -2,925 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: restricted; 2024Q4: 1,272 shares; 2025Q1: 1,350 shares; 2025Q2: 1,072 shares; 2025Q3: 40,247 shares; 2025Q4: 28,876 shares; 2026Q1: 14,902 shares 14,902 $1.37M 0.05% -13,974 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,859 shares 17,859 $1.36M 0.05% new Timeline AVDS 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: restricted; 2024Q4: not reported; 2025Q1: 10,571 shares; 2025Q2: 12,803 shares; 2025Q3: 14,230 shares; 2025Q4: 18,145 shares; 2026Q1: 18,795 shares 18,795 $1.35M 0.05% +650 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: restricted; 2024Q4: 23,788 shares; 2025Q1: 19,849 shares; 2025Q2: 19,271 shares; 2025Q3: 18,982 shares; 2025Q4: 18,718 shares; 2026Q1: 17,931 shares 17,931 $1.35M 0.05% -787 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: restricted; 2024Q4: 2,934 shares; 2025Q1: 3,772 shares; 2025Q2: 7,774 shares; 2025Q3: 6,289 shares; 2025Q4: 7,339 shares; 2026Q1: 6,719 shares 6,719 $1.34M 0.05% -620 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,634 shares; 2025Q1: 24,544 shares; 2025Q2: 23,669 shares; 2025Q3: 22,964 shares; 2025Q4: 22,269 shares; 2026Q1: 22,044 shares 22,044 $1.33M 0.05% -225 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,265 shares; 2025Q1: 61,617 shares; 2025Q2: 61,867 shares; 2025Q3: 57,962 shares; 2025Q4: 58,367 shares; 2026Q1: 59,218 shares 59,218 $1.33M 0.05% +851 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: restricted; 2024Q4: 12,448 shares; 2025Q1: 13,213 shares; 2025Q2: 11,466 shares; 2025Q3: 16,060 shares; 2025Q4: 15,418 shares; 2026Q1: 57,444 shares 57,444 $1.32M 0.04% +42,026 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,571 shares 31,571 $1.3M 0.04% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,245 shares; 2025Q1: 32,601 shares; 2025Q2: 29,181 shares; 2025Q3: 34,233 shares; 2025Q4: 40,178 shares; 2026Q1: 29,010 shares 29,010 $1.29M 0.04% -11,168 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: restricted; 2024Q4: 182,263 shares; 2025Q1: 180,714 shares; 2025Q2: 175,608 shares; 2025Q3: 117,575 shares; 2025Q4: 119,658 shares; 2026Q1: 111,372 shares 111,372 $1.29M 0.04% -8,286 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,565 shares; 2025Q1: 6,290 shares; 2025Q2: 6,446 shares; 2025Q3: 6,522 shares; 2025Q4: 6,542 shares; 2026Q1: 7,123 shares 7,123 $1.28M 0.04% +581 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 38,918 shares; 2025Q4: 40,107 shares; 2026Q1: 18,111 shares 18,111 $1.28M 0.04% -21,996 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,652 shares; 2025Q2: 16,113 shares; 2025Q3: 21,969 shares; 2025Q4: 37,586 shares; 2026Q1: 46,468 shares 46,468 $1.28M 0.04% +8,882 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: restricted; 2024Q4: 4,367 shares; 2025Q1: 8,467 shares; 2025Q2: 7,011 shares; 2025Q3: 7,533 shares; 2025Q4: 11,855 shares; 2026Q1: 13,381 shares 13,381 $1.27M 0.04% +1,526 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,960 shares; 2025Q1: 36,153 shares; 2025Q2: 36,149 shares; 2025Q3: 36,149 shares; 2025Q4: 36,149 shares; 2026Q1: 37,300 shares 37,300 $1.26M 0.04% +1,151 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,283 shares; 2025Q1: 34,009 shares; 2025Q2: 36,736 shares; 2025Q3: 11,999 shares; 2025Q4: 12,391 shares; 2026Q1: 12,996 shares 12,996 $1.25M 0.04% +605 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,958 shares; 2025Q1: 138,958 shares; 2025Q2: 138,958 shares; 2025Q3: 144,358 shares; 2025Q4: 146,133 shares; 2026Q1: 169,783 shares 169,783 $1.25M 0.04% +23,650 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,262 shares; 2025Q1: 35,265 shares; 2025Q2: 34,365 shares; 2025Q3: 33,730 shares; 2025Q4: 32,873 shares; 2026Q1: 30,704 shares 30,704 $1.25M 0.04% -2,169 Timeline FDVV 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: restricted; 2024Q4: 22,757 shares; 2025Q1: 24,421 shares; 2025Q2: 26,877 shares; 2025Q3: 29,973 shares; 2025Q4: 29,565 shares; 2026Q1: 22,669 shares 22,669 $1.25M 0.04% -6,896 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: restricted; 2024Q4: 2,996 shares; 2025Q1: 3,166 shares; 2025Q2: 6,053 shares; 2025Q3: 3,364 shares; 2025Q4: 3,574 shares; 2026Q1: 4,215 shares 4,215 $1.25M 0.04% +641 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,014 shares 38,014 $1.24M 0.04% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,738 shares; 2025Q1: 2,552 shares; 2025Q2: 2,510 shares; 2025Q3: 8,395 shares; 2025Q4: 8,491 shares; 2026Q1: 7,953 shares 7,953 $1.23M 0.04% -538 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: restricted; 2024Q4: 27,625 shares; 2025Q1: 28,610 shares; 2025Q2: 28,531 shares; 2025Q3: 26,881 shares; 2025Q4: 27,156 shares; 2026Q1: 26,672 shares 26,672 $1.22M 0.04% -484 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,568 shares; 2025Q1: 62,217 shares; 2025Q2: 67,129 shares; 2025Q3: 46,186 shares; 2025Q4: 30,573 shares; 2026Q1: 48,813 shares 48,813 $1.22M 0.04% +18,240 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,509 shares; 2025Q1: 21,608 shares; 2025Q2: 22,109 shares; 2025Q3: 22,326 shares; 2025Q4: 21,906 shares; 2026Q1: 23,011 shares 23,011 $1.21M 0.04% +1,105 Timeline VLU 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: restricted; 2024Q4: 3,528 shares; 2025Q1: 3,988 shares; 2025Q2: 4,490 shares; 2025Q3: 4,919 shares; 2025Q4: 5,377 shares; 2026Q1: 5,632 shares 5,632 $1.21M 0.04% +255 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,143 shares; 2025Q1: 6,193 shares; 2025Q2: 6,199 shares; 2025Q3: 6,089 shares; 2025Q4: 6,357 shares; 2026Q1: 12,748 shares 12,748 $1.2M 0.04% +6,391 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,251 shares; 2025Q1: 12,880 shares; 2025Q2: 15,647 shares; 2025Q3: 12,519 shares; 2025Q4: 12,435 shares; 2026Q1: 13,006 shares 13,006 $1.2M 0.04% +571 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,690 shares; 2025Q1: 2,435 shares; 2025Q2: 2,842 shares; 2025Q3: 2,986 shares; 2025Q4: 3,902 shares; 2026Q1: 4,467 shares 4,467 $1.19M 0.04% +565 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: restricted; 2024Q4: 159 shares; 2025Q1: 631 shares; 2025Q2: 608 shares; 2025Q3: 479 shares; 2025Q4: 1,242 shares; 2026Q1: 8,900 shares 8,900 $1.19M 0.04% +7,658 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: restricted; 2024Q4: 7,580 shares; 2025Q1: 10,360 shares; 2025Q2: 10,626 shares; 2025Q3: 13,300 shares; 2025Q4: 14,088 shares; 2026Q1: 12,993 shares 12,993 $1.18M 0.04% -1,095 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: restricted; 2024Q4: 22,253 shares; 2025Q1: 23,067 shares; 2025Q2: 28,126 shares; 2025Q3: 27,706 shares; 2025Q4: 22,608 shares; 2026Q1: 23,365 shares 23,365 $1.17M 0.04% +757 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,275 shares; 2025Q1: 8,418 shares; 2025Q2: 8,164 shares; 2025Q3: 7,953 shares; 2025Q4: 8,123 shares; 2026Q1: 8,237 shares 8,237 $1.17M 0.04% +114 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,870 shares; 2025Q2: 17,695 shares; 2025Q3: 18,482 shares; 2025Q4: 20,996 shares; 2026Q1: 23,377 shares 23,377 $1.16M 0.04% +2,381 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: restricted; 2024Q4: 9,604 shares; 2025Q1: 8,231 shares; 2025Q2: 8,682 shares; 2025Q3: 8,133 shares; 2025Q4: 8,231 shares; 2026Q1: 8,998 shares 8,998 $1.16M 0.04% +767 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: restricted; 2024Q4: 7,111 shares; 2025Q1: 6,200 shares; 2025Q2: 5,106 shares; 2025Q3: 5,580 shares; 2025Q4: 6,267 shares; 2026Q1: 8,801 shares 8,801 $1.15M 0.04% +2,534 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,845 shares; 2025Q1: 163,465 shares; 2025Q2: 156,790 shares; 2025Q3: 151,265 shares; 2025Q4: 128,635 shares; 2026Q1: 121,655 shares 121,655 $1.15M 0.04% -6,980 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,901 shares; 2025Q1: 9,021 shares; 2025Q2: 9,637 shares; 2025Q3: 9,412 shares; 2025Q4: 8,260 shares; 2026Q1: 7,300 shares 7,300 $1.15M 0.04% -960 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,887 shares; 2025Q1: 41,804 shares; 2025Q2: 63,537 shares; 2025Q3: 61,437 shares; 2025Q4: 68,581 shares; 2026Q1: 101,757 shares 101,757 $1.14M 0.04% +33,176 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,368 shares; 2025Q1: 9,201 shares; 2025Q2: 11,217 shares; 2025Q3: 24,108 shares; 2025Q4: 37,233 shares; 2026Q1: 50,842 shares 50,842 $1.13M 0.04% +13,609 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,298 shares; 2025Q1: 17,513 shares; 2025Q2: 24,259 shares; 2025Q3: 24,259 shares; 2025Q4: 24,260 shares; 2026Q1: 29,081 shares 29,081 $1.13M 0.04% +4,821 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: restricted; 2024Q4: 31,321 shares; 2025Q1: 10,006 shares; 2025Q2: 9,885 shares; 2025Q3: 11,210 shares; 2025Q4: 11,273 shares; 2026Q1: 11,631 shares 11,631 $1.12M 0.04% +358 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,033 shares; 2025Q1: 2,633 shares; 2025Q2: 2,118 shares; 2025Q3: 2,481 shares; 2025Q4: 2,740 shares; 2026Q1: 2,593 shares 2,593 $1.11M 0.04% -147 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,361 shares; 2025Q1: 13,214 shares; 2025Q2: 16,062 shares; 2025Q3: 18,868 shares; 2025Q4: 23,976 shares; 2026Q1: 24,991 shares 24,991 $1.1M 0.04% +1,015 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,148 shares; 2025Q1: 7,861 shares; 2025Q2: 9,700 shares; 2025Q3: 11,387 shares; 2025Q4: 13,985 shares; 2026Q1: 22,033 shares 22,033 $1.09M 0.04% +8,048 Timeline TAN 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: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 19,612 shares 19,612 $1.09M 0.04% +19,588 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: restricted; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 2,698 shares 2,698 $1.09M 0.04% -4,421 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: restricted; 2024Q4: 187,789 shares; 2025Q1: 80,772 shares; 2025Q2: 92,040 shares; 2025Q3: 41,211 shares; 2025Q4: 28,010 shares; 2026Q1: 39,040 shares 39,040 $1.09M 0.04% +11,030 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,997 shares; 2025Q1: 13,706 shares; 2025Q2: 13,640 shares; 2025Q3: 13,269 shares; 2025Q4: 13,238 shares; 2026Q1: 13,314 shares 13,314 $1.09M 0.04% +76 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,462 shares; 2025Q1: 17,686 shares; 2025Q2: 19,536 shares; 2025Q3: 19,018 shares; 2025Q4: 18,580 shares; 2026Q1: 18,457 shares 18,457 $1.08M 0.04% -123 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: restricted; 2024Q4: 11,394 shares; 2025Q1: 17,168 shares; 2025Q2: 14,837 shares; 2025Q3: 17,633 shares; 2025Q4: 19,338 shares; 2026Q1: 12,222 shares 12,222 $1.08M 0.04% -7,116 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: restricted; 2024Q4: 19,625 shares; 2025Q1: 18,995 shares; 2025Q2: 19,628 shares; 2025Q3: 19,704 shares; 2025Q4: 26,664 shares; 2026Q1: 22,284 shares 22,284 $1.07M 0.04% -4,380 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,216 shares; 2025Q1: 4,805 shares; 2025Q2: 4,553 shares; 2025Q3: 6,117 shares; 2025Q4: 7,099 shares; 2026Q1: 23,038 shares 23,038 $1.07M 0.04% +15,939 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 30 shares; 2025Q2: 103 shares; 2025Q3: 1,092 shares; 2025Q4: 792 shares; 2026Q1: 9,871 shares 9,871 $1.06M 0.04% +9,079 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,550 shares 14,550 $1.06M 0.04% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,155 shares; 2025Q1: 9,694 shares; 2025Q2: 11,446 shares; 2025Q3: 13,308 shares; 2025Q4: 11,954 shares; 2026Q1: 21,274 shares 21,274 $1.05M 0.04% +9,320 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: restricted; 2024Q4: 9,986 shares; 2025Q1: 8,871 shares; 2025Q2: 11,671 shares; 2025Q3: 10,727 shares; 2025Q4: 10,658 shares; 2026Q1: 10,678 shares 10,678 $1.05M 0.04% +20 Timeline BAUG 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: restricted; 2024Q4: 24,045 shares; 2025Q1: 23,048 shares; 2025Q2: 21,483 shares; 2025Q3: 26,453 shares; 2025Q4: 21,419 shares; 2026Q1: 21,049 shares 21,049 $1.03M 0.03% -370 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 6,844 shares; 2025Q2: 13,137 shares; 2025Q3: 14,647 shares; 2025Q4: 17,904 shares; 2026Q1: 22,403 shares 22,403 $1.02M 0.03% +4,499 Timeline FPXI 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: restricted; 2024Q4: 19,759 shares; 2025Q1: 19,101 shares; 2025Q2: 18,522 shares; 2025Q3: 17,945 shares; 2025Q4: 17,503 shares; 2026Q1: 16,472 shares 16,472 $1.02M 0.03% -1,031 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,062 shares; 2025Q2: 14,305 shares; 2025Q3: 14,405 shares; 2025Q4: 16,005 shares; 2026Q1: 68,200 shares 68,200 $1.01M 0.03% +52,195 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: restricted; 2024Q4: 12,587 shares; 2025Q1: 13,498 shares; 2025Q2: 14,823 shares; 2025Q3: 15,121 shares; 2025Q4: 16,207 shares; 2026Q1: 16,192 shares 16,192 $1M 0.03% -15 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: restricted; 2024Q4: 3,264 shares; 2025Q1: 3,504 shares; 2025Q2: 3,886 shares; 2025Q3: 4,171 shares; 2025Q4: 4,308 shares; 2026Q1: 4,342 shares 4,342 $998K 0.03% +34 Timeline VGLT 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: restricted; 2024Q4: 12,017 shares; 2025Q1: 11,643 shares; 2025Q2: 15,154 shares; 2025Q3: 18,982 shares; 2025Q4: 18,006 shares; 2026Q1: 17,834 shares 17,834 $987K 0.03% -172 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: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,268 shares; 2025Q2: 9,803 shares; 2025Q3: 13,165 shares; 2025Q4: 16,892 shares; 2026Q1: 19,493 shares 19,493 $975K 0.03% +2,601 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: 1,442 shares; 2025Q2: 2,521 shares; 2025Q3: 2,632 shares; 2025Q4: 2,987 shares; 2026Q1: 2,629 shares 2,629 $975K 0.03% -358 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: restricted; 2024Q4: 2,043 shares; 2025Q1: 3,441 shares; 2025Q2: 3,178 shares; 2025Q3: 3,206 shares; 2025Q4: 3,231 shares; 2026Q1: 3,205 shares 3,205 $969K 0.03% -26 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,014 shares; 2025Q1: 39,205 shares; 2025Q2: 29,838 shares; 2025Q3: 33,342 shares; 2025Q4: 45,431 shares; 2026Q1: 8,877 shares 8,877 $968K 0.03% -36,554 Timeline FTGS 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: restricted; 2024Q4: 61,977 shares; 2025Q1: 77,555 shares; 2025Q2: 67,568 shares; 2025Q3: 42,774 shares; 2025Q4: 30,549 shares; 2026Q1: 28,110 shares 28,110 $957K 0.03% -2,439 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,199 shares; 2025Q1: 36,788 shares; 2025Q2: 50,323 shares; 2025Q3: 21,021 shares; 2025Q4: 20,631 shares; 2026Q1: 16,382 shares 16,382 $949K 0.03% -4,249 Timeline XLRE 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: restricted; 2024Q4: 46,259 shares; 2025Q1: 26,297 shares; 2025Q2: 7,460 shares; 2025Q3: 24,200 shares; 2025Q4: 23,667 shares; 2026Q1: 23,245 shares 23,245 $949K 0.03% -422 Timeline BNOV 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: restricted; 2024Q4: 24,452 shares; 2025Q1: 24,180 shares; 2025Q2: 24,124 shares; 2025Q3: 22,678 shares; 2025Q4: 22,121 shares; 2026Q1: 21,844 shares 21,844 $940K 0.03% -277 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: restricted; 2024Q4: 5,813 shares; 2025Q1: 7,448 shares; 2025Q2: 9,913 shares; 2025Q3: 9,840 shares; 2025Q4: 9,930 shares; 2026Q1: 9,441 shares 9,441 $937K 0.03% -489 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,560 shares; 2025Q1: 15,579 shares; 2025Q2: 16,340 shares; 2025Q3: 16,807 shares; 2025Q4: 17,440 shares; 2026Q1: 18,960 shares 18,960 $936K 0.03% +1,520 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,354 shares; 2025Q1: 2,829 shares; 2025Q2: 3,495 shares; 2025Q3: 3,946 shares; 2025Q4: 4,332 shares; 2026Q1: 4,465 shares 4,465 $929K 0.03% +133 Timeline FCG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,117 shares 29,117 $923K 0.03% new 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: restricted; 2024Q4: 3,105 shares; 2025Q1: 3,143 shares; 2025Q2: 4,528 shares; 2025Q3: 3,807 shares; 2025Q4: 3,407 shares; 2026Q1: 4,065 shares 4,065 $919K 0.03% +658 Timeline XHS 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: restricted; 2024Q4: 11,277 shares; 2025Q1: 10,742 shares; 2025Q2: 10,427 shares; 2025Q3: 9,690 shares; 2025Q4: 9,410 shares; 2026Q1: 9,133 shares 9,133 $915K 0.03% -277 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,227 shares; 2025Q1: 19,646 shares; 2025Q2: 19,883 shares; 2025Q3: 12,426 shares; 2025Q4: 10,266 shares; 2026Q1: 9,747 shares 9,747 $913K 0.03% -519 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,551 shares; 2025Q1: 13,976 shares; 2025Q2: 15,867 shares; 2025Q3: 17,526 shares; 2025Q4: 19,768 shares; 2026Q1: 18,378 shares 18,378 $907K 0.03% -1,390 Timeline AVES 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: restricted; 2024Q4: not reported; 2025Q1: 8,395 shares; 2025Q2: 10,211 shares; 2025Q3: 11,349 shares; 2025Q4: 14,602 shares; 2026Q1: 15,079 shares 15,079 $904K 0.03% +477 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: restricted; 2024Q4: 19,202 shares; 2025Q1: 18,774 shares; 2025Q2: 18,814 shares; 2025Q3: 14,286 shares; 2025Q4: 14,257 shares; 2026Q1: 14,408 shares 14,408 $903K 0.03% +151 Timeline LCTU 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: restricted; 2024Q4: 10,327 shares; 2025Q1: 11,058 shares; 2025Q2: 11,255 shares; 2025Q3: 11,192 shares; 2025Q4: 12,326 shares; 2026Q1: 12,558 shares 12,558 $886K 0.03% +232 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: restricted; 2024Q4: 3,577 shares; 2025Q1: 3,401 shares; 2025Q2: 3,951 shares; 2025Q3: 4,296 shares; 2025Q4: 3,652 shares; 2026Q1: 4,089 shares 4,089 $879K 0.03% +437 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: restricted; 2024Q4: 3,516 shares; 2025Q1: 2,079 shares; 2025Q2: 2,322 shares; 2025Q3: 2,298 shares; 2025Q4: 2,940 shares; 2026Q1: 3,146 shares 3,146 $879K 0.03% +206 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: restricted; 2024Q4: 17,826 shares; 2025Q1: 8,114 shares; 2025Q2: 8,085 shares; 2025Q3: 10,743 shares; 2025Q4: 8,397 shares; 2026Q1: 8,275 shares 8,275 $878K 0.03% -122 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,550 shares; 2025Q1: 54,411 shares; 2025Q2: 49,863 shares; 2025Q3: 52,792 shares; 2025Q4: 44,508 shares; 2026Q1: 51,336 shares 51,336 $878K 0.03% +6,828 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,577 shares; 2025Q1: 12,653 shares; 2025Q2: 13,530 shares; 2025Q3: 16,961 shares; 2025Q4: 17,189 shares; 2026Q1: 17,152 shares 17,152 $863K 0.03% -37 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,856 shares; 2025Q2: 7,584 shares; 2025Q3: 7,404 shares; 2025Q4: 7,313 shares; 2026Q1: 7,293 shares 7,293 $858K 0.03% -20 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 3,591 shares; 2025Q2: 3,941 shares; 2025Q3: 4,252 shares; 2025Q4: 4,973 shares; 2026Q1: 5,414 shares 5,414 $852K 0.03% +441 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,887 shares; 2025Q1: 11,408 shares; 2025Q2: 15,676 shares; 2025Q3: 15,284 shares; 2025Q4: 17,545 shares; 2026Q1: 19,592 shares 19,592 $840K 0.03% +2,047 Timeline NOCT 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: restricted; 2024Q4: 18,224 shares; 2025Q1: 13,660 shares; 2025Q2: 13,188 shares; 2025Q3: 14,692 shares; 2025Q4: 14,698 shares; 2026Q1: 14,850 shares 14,850 $837K 0.03% +152 Timeline GEMD GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,379 shares; 2025Q1: 37,795 shares; 2025Q2: 30,903 shares; 2025Q3: 26,039 shares; 2025Q4: 22,747 shares; 2026Q1: 20,036 shares 20,036 $830K 0.03% -2,711 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: restricted; 2024Q4: 9,176 shares; 2025Q1: 9,249 shares; 2025Q2: 6,776 shares; 2025Q3: 6,558 shares; 2025Q4: 5,382 shares; 2026Q1: 5,731 shares 5,731 $829K 0.03% +349 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 4,600 shares; 2025Q2: 4,834 shares; 2025Q3: 4,706 shares; 2025Q4: 5,100 shares; 2026Q1: 5,203 shares 5,203 $822K 0.03% +103 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,946 shares; 2025Q1: 50,613 shares; 2025Q2: 52,618 shares; 2025Q3: 10,672 shares; 2025Q4: 10,116 shares; 2026Q1: 8,195 shares 8,195 $815K 0.03% -1,921 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: restricted; 2024Q4: 220 shares; 2025Q1: 2,191 shares; 2025Q2: 3,821 shares; 2025Q3: 5,579 shares; 2025Q4: 6,646 shares; 2026Q1: 7,332 shares 7,332 $812K 0.03% +686 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 537 shares; 2025Q2: 524 shares; 2025Q3: 1,290 shares; 2025Q4: 4,727 shares; 2026Q1: 4,521 shares 4,521 $812K 0.03% -206 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: restricted; 2024Q4: 531 shares; 2025Q1: 676 shares; 2025Q2: 152 shares; 2025Q3: 6,941 shares; 2025Q4: 7,518 shares; 2026Q1: 2,440 shares 2,440 $802K 0.03% -5,078 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,656 shares; 2025Q1: 14,118 shares; 2025Q2: 13,541 shares; 2025Q3: 13,373 shares; 2025Q4: 12,046 shares; 2026Q1: 17,214 shares 17,214 $799K 0.03% +5,168 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,099 shares; 2025Q2: 3,036 shares; 2025Q3: 2,995 shares; 2025Q4: 2,910 shares; 2026Q1: 2,763 shares 2,763 $793K 0.03% -147 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,066 shares; 2025Q1: 1,071 shares; 2025Q2: 2,885 shares; 2025Q3: 3,941 shares; 2025Q4: 4,060 shares; 2026Q1: 4,538 shares 4,538 $793K 0.03% +478 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: restricted; 2024Q4: 2,992 shares; 2025Q1: 2,198 shares; 2025Q2: 2,148 shares; 2025Q3: 3,524 shares; 2025Q4: 3,215 shares; 2026Q1: 2,310 shares 2,310 $790K 0.03% -905 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 3,326 shares; 2025Q2: 3,478 shares; 2025Q3: 2,813 shares; 2025Q4: 2,410 shares; 2026Q1: 2,170 shares 2,170 $790K 0.03% -240 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: restricted; 2024Q4: 9,380 shares; 2025Q1: 7,509 shares; 2025Q2: 9,691 shares; 2025Q3: 11,550 shares; 2025Q4: 12,755 shares; 2026Q1: 15,778 shares 15,778 $788K 0.03% +3,023 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,358 shares; 2025Q1: 9,659 shares; 2025Q2: 8,967 shares; 2025Q3: 8,317 shares; 2025Q4: 8,097 shares; 2026Q1: 7,722 shares 7,722 $786K 0.03% -375 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 53 shares; 2025Q4: 1,503 shares; 2026Q1: 1,236 shares 1,236 $785K 0.03% -267 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,444 shares; 2025Q1: 1,843 shares; 2025Q2: 1,891 shares; 2025Q3: 1,779 shares; 2025Q4: 1,262 shares; 2026Q1: 1,393 shares 1,393 $785K 0.03% +131 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 1,597 shares; 2026Q1: 26,452 shares 26,452 $776K 0.03% +24,855 Timeline VNQI 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: restricted; 2024Q4: 20,795 shares; 2025Q1: 20,596 shares; 2025Q2: 19,517 shares; 2025Q3: 18,249 shares; 2025Q4: 17,307 shares; 2026Q1: 17,445 shares 17,445 $775K 0.03% +138 Timeline JNK 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: restricted; 2024Q4: 50,710 shares; 2025Q1: 58,580 shares; 2025Q2: 57,102 shares; 2025Q3: 49,409 shares; 2025Q4: 41,001 shares; 2026Q1: 8,070 shares 8,070 $773K 0.03% -32,931 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,659 shares; 2025Q1: 5,327 shares; 2025Q2: 3,585 shares; 2025Q3: 4,068 shares; 2025Q4: 3,472 shares; 2026Q1: 3,274 shares 3,274 $766K 0.03% -198 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,262 shares 18,262 $765K 0.03% new Timeline NJAN 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: restricted; 2024Q4: 13,037 shares; 2025Q1: 12,111 shares; 2025Q2: 11,280 shares; 2025Q3: 11,395 shares; 2025Q4: 10,987 shares; 2026Q1: 14,294 shares 14,294 $763K 0.03% +3,307 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: restricted; 2024Q4: 28,411 shares; 2025Q1: 31,348 shares; 2025Q2: 31,720 shares; 2025Q3: 21,849 shares; 2025Q4: 16,388 shares; 2026Q1: 14,990 shares 14,990 $761K 0.03% -1,398 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,071 shares; 2025Q1: 13,254 shares; 2025Q2: 14,462 shares; 2025Q3: 14,210 shares; 2025Q4: 11,642 shares; 2026Q1: 9,951 shares 9,951 $760K 0.03% -1,691 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: restricted; 2024Q4: 47,015 shares; 2025Q1: 10,150 shares; 2025Q2: 4,923 shares; 2025Q3: 8,156 shares; 2025Q4: 7,542 shares; 2026Q1: 4,981 shares 4,981 $754K 0.03% -2,561 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: restricted; 2024Q4: 57,279 shares; 2025Q1: 4,301 shares; 2025Q2: 29,078 shares; 2025Q3: 34,359 shares; 2025Q4: 36,450 shares; 2026Q1: 6,841 shares 6,841 $750K 0.03% -29,609 Timeline DTCR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 4,660 shares; 2025Q4: 168 shares; 2026Q1: 31,231 shares 31,231 $748K 0.03% +31,063 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,154 shares; 2025Q2: 21,023 shares; 2025Q3: 21,023 shares; 2025Q4: 21,023 shares; 2026Q1: 21,023 shares 21,023 $748K 0.03% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,354 shares; 2025Q1: 13,449 shares; 2025Q2: 14,452 shares; 2025Q3: 14,901 shares; 2025Q4: 15,845 shares; 2026Q1: 15,645 shares 15,645 $746K 0.03% -200 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,212 shares; 2025Q1: 14,252 shares; 2025Q2: 15,184 shares; 2025Q3: 15,915 shares; 2025Q4: 16,400 shares; 2026Q1: 16,453 shares 16,453 $739K 0.03% +53 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,249 shares; 2025Q1: 13,235 shares; 2025Q2: 14,173 shares; 2025Q3: 14,853 shares; 2025Q4: 15,398 shares; 2026Q1: 15,203 shares 15,203 $737K 0.03% -195 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,679 shares 12,679 $736K 0.03% 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: restricted; 2024Q4: 6,183 shares; 2025Q1: 5,963 shares; 2025Q2: 5,752 shares; 2025Q3: 5,702 shares; 2025Q4: 5,374 shares; 2026Q1: 5,594 shares 5,594 $733K 0.02% +220 Timeline BFEB 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: restricted; 2024Q4: 7,895 shares; 2025Q1: 7,676 shares; 2025Q2: 7,598 shares; 2025Q3: 7,301 shares; 2025Q4: 7,103 shares; 2026Q1: 15,329 shares 15,329 $731K 0.02% +8,226 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,970 shares; 2025Q1: 11,878 shares; 2025Q2: 12,829 shares; 2025Q3: 13,086 shares; 2025Q4: 13,406 shares; 2026Q1: 13,314 shares 13,314 $729K 0.02% -92 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,313 shares; 2025Q1: 11,289 shares; 2025Q2: 12,081 shares; 2025Q3: 12,502 shares; 2025Q4: 12,881 shares; 2026Q1: 12,833 shares 12,833 $725K 0.02% -48 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,833 shares; 2025Q1: 12,925 shares; 2025Q2: 13,883 shares; 2025Q3: 14,405 shares; 2025Q4: 14,599 shares; 2026Q1: 14,372 shares 14,372 $724K 0.02% -227 Timeline FNDF 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: restricted; 2024Q4: 69,787 shares; 2025Q1: 28,422 shares; 2025Q2: 31,565 shares; 2025Q3: 13,457 shares; 2025Q4: 10,499 shares; 2026Q1: 14,792 shares 14,792 $724K 0.02% +4,293 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 6,394 shares 6,394 $719K 0.02% +6,380 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,232 shares; 2025Q1: 11,093 shares; 2025Q2: 11,336 shares; 2025Q3: 12,162 shares; 2025Q4: 9,666 shares; 2026Q1: 8,432 shares 8,432 $719K 0.02% -1,234 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,787 shares 28,787 $719K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,327 shares; 2025Q1: 6,472 shares; 2025Q2: 10,911 shares; 2025Q3: 11,591 shares; 2025Q4: 16,527 shares; 2026Q1: 15,871 shares 15,871 $718K 0.02% -656 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,181 shares; 2025Q1: 13,635 shares; 2025Q2: 14,655 shares; 2025Q3: 20,358 shares; 2025Q4: 25,298 shares; 2026Q1: 29,601 shares 29,601 $718K 0.02% +4,303 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,255 shares; 2025Q1: 12,145 shares; 2025Q2: 13,117 shares; 2025Q3: 13,470 shares; 2025Q4: 13,739 shares; 2026Q1: 13,566 shares 13,566 $716K 0.02% -173 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,370 shares; 2025Q1: 12,431 shares; 2025Q2: 13,282 shares; 2025Q3: 13,653 shares; 2025Q4: 13,892 shares; 2026Q1: 13,774 shares 13,774 $713K 0.02% -118 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: restricted; 2024Q4: 3,113 shares; 2025Q1: 3,455 shares; 2025Q2: 3,389 shares; 2025Q3: 3,401 shares; 2025Q4: 3,615 shares; 2026Q1: 3,603 shares 3,603 $712K 0.02% -12 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,997 shares; 2025Q1: 12,040 shares; 2025Q2: 12,935 shares; 2025Q3: 13,298 shares; 2025Q4: 13,465 shares; 2026Q1: 13,333 shares 13,333 $712K 0.02% -132 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,836 shares; 2025Q1: 10,557 shares; 2025Q2: 10,365 shares; 2025Q3: 10,396 shares; 2025Q4: 10,478 shares; 2026Q1: 10,471 shares 10,471 $712K 0.02% -7 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,783 shares; 2025Q1: 11,604 shares; 2025Q2: 12,364 shares; 2025Q3: 12,872 shares; 2025Q4: 12,952 shares; 2026Q1: 12,738 shares 12,738 $711K 0.02% -214 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,982 shares; 2025Q1: 28,134 shares; 2025Q2: 29,440 shares; 2025Q3: 27,831 shares; 2025Q4: 22,925 shares; 2026Q1: 19,358 shares 19,358 $709K 0.02% -3,567 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: restricted; 2024Q4: 476 shares; 2025Q1: 531 shares; 2025Q2: 495 shares; 2025Q3: 813 shares; 2025Q4: 798 shares; 2026Q1: 536 shares 536 $708K 0.02% -262 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,938 shares; 2025Q1: 12,989 shares; 2025Q2: 13,885 shares; 2025Q3: 14,325 shares; 2025Q4: 14,435 shares; 2026Q1: 14,181 shares 14,181 $705K 0.02% -254 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 7,189 shares; 2025Q2: 9,107 shares; 2025Q3: 12,939 shares; 2025Q4: 14,307 shares; 2026Q1: 13,993 shares 13,993 $701K 0.02% -314 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: restricted; 2024Q4: 5,040 shares; 2025Q1: 5,832 shares; 2025Q2: 6,787 shares; 2025Q3: 5,774 shares; 2025Q4: 4,458 shares; 2026Q1: 4,238 shares 4,238 $693K 0.02% -220 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 391 shares; 2025Q2: 371 shares; 2025Q3: 518 shares; 2025Q4: 5,831 shares; 2026Q1: 5,826 shares 5,826 $691K 0.02% -5 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: restricted; 2024Q4: 10,088 shares; 2025Q1: 14,204 shares; 2025Q2: 14,200 shares; 2025Q3: 14,881 shares; 2025Q4: 14,089 shares; 2026Q1: 14,661 shares 14,661 $688K 0.02% +572 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,646 shares; 2025Q1: 18,411 shares; 2025Q2: 17,029 shares; 2025Q3: 16,367 shares; 2025Q4: 15,098 shares; 2026Q1: 14,136 shares 14,136 $687K 0.02% -962 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: restricted; 2024Q4: 11,331 shares; 2025Q1: 10,004 shares; 2025Q2: 8,534 shares; 2025Q3: 8,737 shares; 2025Q4: 8,575 shares; 2026Q1: 8,672 shares 8,672 $686K 0.02% +97 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: restricted; 2024Q4: 5,608 shares; 2025Q1: 5,672 shares; 2025Q2: 5,809 shares; 2025Q3: 5,624 shares; 2025Q4: 5,944 shares; 2026Q1: 6,340 shares 6,340 $672K 0.02% +396 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: restricted; 2024Q4: 27,427 shares; 2025Q1: 29,409 shares; 2025Q2: 30,263 shares; 2025Q3: 20,327 shares; 2025Q4: 15,741 shares; 2026Q1: 14,242 shares 14,242 $670K 0.02% -1,499 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,001 shares; 2025Q3: 2,005 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $667K 0.02% 0 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: restricted; 2024Q4: 3,553 shares; 2025Q1: 1,839 shares; 2025Q2: 2,095 shares; 2025Q3: 2,378 shares; 2025Q4: 3,156 shares; 2026Q1: 2,462 shares 2,462 $666K 0.02% -694 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: restricted; 2024Q4: 2,314 shares; 2025Q1: 1,875 shares; 2025Q2: 2,301 shares; 2025Q3: 3,162 shares; 2025Q4: 1,009 shares; 2026Q1: 1,425 shares 1,425 $657K 0.02% +416 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: restricted; 2024Q4: 3,744 shares; 2025Q1: 4,835 shares; 2025Q2: 3,850 shares; 2025Q3: 3,422 shares; 2025Q4: 2,723 shares; 2026Q1: 4,224 shares 4,224 $656K 0.02% +1,501 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: restricted; 2024Q4: 20,681 shares; 2025Q1: 17,990 shares; 2025Q2: 15,302 shares; 2025Q3: 13,412 shares; 2025Q4: 11,725 shares; 2026Q1: 7,916 shares 7,916 $654K 0.02% -3,809 Timeline SMBS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,971 shares; 2025Q3: 2,924 shares; 2025Q4: 1,559 shares; 2026Q1: 25,554 shares 25,554 $653K 0.02% +23,995 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340,446 shares; 2025Q1: 438,813 shares; 2025Q2: 9,615 shares; 2025Q3: 9,148 shares; 2025Q4: 8,171 shares; 2026Q1: 8,586 shares 8,586 $642K 0.02% +415 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: 8,852 shares; 2025Q4: 10,408 shares; 2026Q1: 13,279 shares 13,279 $641K 0.02% +2,871 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,338 shares; 2025Q1: 16,027 shares; 2025Q2: 17,260 shares; 2025Q3: 16,484 shares; 2025Q4: 13,791 shares; 2026Q1: 11,831 shares 11,831 $640K 0.02% -1,960 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,335 shares; 2026Q1: 51,747 shares 51,747 $630K 0.02% +39,412 Timeline BJUL 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: restricted; 2024Q4: 13,945 shares; 2025Q1: 13,905 shares; 2025Q2: 13,184 shares; 2025Q3: 12,719 shares; 2025Q4: 12,737 shares; 2026Q1: 12,678 shares 12,678 $630K 0.02% -59 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: restricted; 2024Q4: 2,989 shares; 2025Q1: 2,947 shares; 2025Q2: 2,917 shares; 2025Q3: 3,533 shares; 2025Q4: 5,749 shares; 2026Q1: 8,798 shares 8,798 $628K 0.02% +3,049 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,836 shares; 2025Q1: 75,203 shares; 2025Q2: 81,684 shares; 2025Q3: 94,126 shares; 2025Q4: 55,485 shares; 2026Q1: 11,872 shares 11,872 $624K 0.02% -43,613 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,845 shares; 2025Q1: 78,070 shares; 2025Q2: 80,095 shares; 2025Q3: 69,370 shares; 2025Q4: 65,335 shares; 2026Q1: 29,205 shares 29,205 $624K 0.02% -36,130 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: restricted; 2024Q4: 26,737 shares; 2025Q1: 2,232 shares; 2025Q2: 32,714 shares; 2025Q3: 39,157 shares; 2025Q4: 4,248 shares; 2026Q1: 5,675 shares 5,675 $623K 0.02% +1,427 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 742 shares; 2025Q2: 878 shares; 2025Q3: 1,156 shares; 2025Q4: 1,379 shares; 2026Q1: 6,215 shares 6,215 $623K 0.02% +4,836 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,144 shares; 2025Q2: 1,171 shares; 2025Q3: 1,345 shares; 2025Q4: 1,204 shares; 2026Q1: 2,482 shares 2,482 $613K 0.02% +1,278 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,821 shares; 2025Q1: 1,897 shares; 2025Q2: 1,681 shares; 2025Q3: 2,194 shares; 2025Q4: 3,842 shares; 2026Q1: 5,394 shares 5,394 $611K 0.02% +1,552 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,466 shares; 2025Q1: 74,466 shares; 2025Q2: 73,066 shares; 2025Q3: 68,966 shares; 2025Q4: 77,366 shares; 2026Q1: 99,791 shares 99,791 $604K 0.02% +22,425 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: restricted; 2024Q4: 4,861 shares; 2025Q1: 5,185 shares; 2025Q2: 5,250 shares; 2025Q3: 6,315 shares; 2025Q4: 6,299 shares; 2026Q1: 6,206 shares 6,206 $603K 0.02% -93 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: restricted; 2024Q4: 4,641 shares; 2025Q1: 4,371 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,883 shares; 2026Q1: 4,943 shares 4,943 $602K 0.02% +60 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 8,467 shares; 2025Q2: 16,484 shares; 2025Q3: 16,977 shares; 2025Q4: 22,404 shares; 2026Q1: 28,043 shares 28,043 $594K 0.02% +5,639 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 349 shares; 2025Q2: 22,146 shares; 2025Q3: 28,789 shares; 2025Q4: 19,810 shares; 2026Q1: 41,845 shares 41,845 $588K 0.02% +22,035 Timeline BJUN 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: restricted; 2024Q4: 13,236 shares; 2025Q1: 12,979 shares; 2025Q2: 13,410 shares; 2025Q3: 13,393 shares; 2025Q4: 13,109 shares; 2026Q1: 12,693 shares 12,693 $587K 0.02% -416 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 13,150 shares 13,150 $585K 0.02% +11,200 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 361 shares; 2025Q2: 1,034 shares; 2025Q3: 1,302 shares; 2025Q4: 2,332 shares; 2026Q1: 3,160 shares 3,160 $584K 0.02% +828 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: restricted; 2024Q4: 942 shares; 2025Q1: 982 shares; 2025Q2: 915 shares; 2025Q3: 959 shares; 2025Q4: 963 shares; 2026Q1: 2,186 shares 2,186 $583K 0.02% +1,223 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,583 shares; 2025Q1: 11,164 shares; 2025Q2: 10,922 shares; 2025Q3: 10,678 shares; 2025Q4: 11,596 shares; 2026Q1: 10,492 shares 10,492 $582K 0.02% -1,104 Timeline JPME 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 5,260 shares; 2026Q1: 5,059 shares 5,059 $579K 0.02% -201 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: restricted; 2024Q4: 313 shares; 2025Q1: 118 shares; 2025Q2: 1,121 shares; 2025Q3: 6,360 shares; 2025Q4: 5,414 shares; 2026Q1: 1,472 shares 1,472 $577K 0.02% -3,942 Timeline BOCT 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: restricted; 2024Q4: 11,520 shares; 2025Q1: 12,194 shares; 2025Q2: 11,633 shares; 2025Q3: 12,207 shares; 2025Q4: 12,161 shares; 2026Q1: 11,957 shares 11,957 $574K 0.02% -204 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,238 shares; 2025Q1: 11,737 shares; 2025Q2: 12,543 shares; 2025Q3: 11,797 shares; 2025Q4: 9,374 shares; 2026Q1: 7,684 shares 7,684 $572K 0.02% -1,690 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: restricted; 2024Q4: 5,660 shares; 2025Q1: 7,093 shares; 2025Q2: 4,938 shares; 2025Q3: 5,729 shares; 2025Q4: 6,149 shares; 2026Q1: 7,118 shares 7,118 $567K 0.02% +969 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: restricted; 2024Q4: 825 shares; 2025Q1: 1,529 shares; 2025Q2: 1,599 shares; 2025Q3: 2,446 shares; 2025Q4: 2,700 shares; 2026Q1: 2,608 shares 2,608 $557K 0.02% -92 Timeline AJAN 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: restricted; 2024Q4: 20,697 shares; 2025Q1: 20,697 shares; 2025Q2: 20,653 shares; 2025Q3: 20,446 shares; 2025Q4: 20,083 shares; 2026Q1: 20,083 shares 20,083 $555K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 128 shares; 2025Q2: 624 shares; 2025Q3: 14,388 shares; 2025Q4: 10,693 shares; 2026Q1: 2,036 shares 2,036 $551K 0.02% -8,657 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,702 shares; 2025Q1: 8,654 shares; 2025Q2: 9,374 shares; 2025Q3: 8,976 shares; 2025Q4: 8,899 shares; 2026Q1: 8,249 shares 8,249 $548K 0.02% -650 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,204 shares; 2025Q1: 18,114 shares; 2025Q2: 18,475 shares; 2025Q3: 18,848 shares; 2025Q4: 19,797 shares; 2026Q1: 47,436 shares 47,436 $546K 0.02% +27,639 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: restricted; 2024Q4: 1,372 shares; 2025Q1: 7,116 shares; 2025Q2: 30,135 shares; 2025Q3: 8,403 shares; 2025Q4: 11,620 shares; 2026Q1: 10,490 shares 10,490 $545K 0.02% -1,130 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 1,047 shares; 2025Q2: 765 shares; 2025Q3: 727 shares; 2025Q4: 745 shares; 2026Q1: 734 shares 734 $542K 0.02% -11 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,044 shares; 2025Q1: 1,006 shares; 2025Q2: 896 shares; 2025Q3: 1,158 shares; 2025Q4: 1,660 shares; 2026Q1: 2,173 shares 2,173 $541K 0.02% +513 Timeline FSMD 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: restricted; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 7,696 shares; 2025Q3: 10,555 shares; 2025Q4: 11,043 shares; 2026Q1: 11,925 shares 11,925 $533K 0.02% +882 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: restricted; 2024Q4: 5,101 shares; 2025Q1: 4,411 shares; 2025Q2: 4,907 shares; 2025Q3: 4,930 shares; 2025Q4: 5,066 shares; 2026Q1: 5,006 shares 5,006 $533K 0.02% -60 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 11,174 shares; 2025Q2: 11,552 shares; 2025Q3: 11,021 shares; 2025Q4: 8,480 shares; 2026Q1: 8,853 shares 8,853 $527K 0.02% +373 Timeline