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; 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; 2026Q2: 481,241 shares 481,241 $178M 5.25% +18,882 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; 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; 2026Q2: 1,489,560 shares 1,489,560 $177M 5.23% +50,393 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; 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; 2026Q2: 613,988 shares 613,988 $117M 3.45% +40,978 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; 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; 2026Q2: 1,396,781 shares 1,396,781 $103M 3.02% +8,265 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; 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; 2026Q2: 465,261 shares 465,261 $99M 2.92% +149,280 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; 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; 2026Q2: 106,411 shares 106,411 $78.4M 2.31% +10,157 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; 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; 2026Q2: 110,377 shares 110,377 $75.8M 2.24% -45,284 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; 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; 2026Q2: 1,656,885 shares 1,656,885 $59.9M 1.77% +61,945 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 190,168 shares 190,168 $55M 1.62% +25,434 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; 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; 2026Q2: 519,850 shares 519,850 $53.6M 1.58% +29,082 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; 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; 2026Q2: 234,031 shares 234,031 $51M 1.5% +150,323 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 243,104 shares 243,104 $48.6M 1.43% +3,775 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; 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; 2026Q2: 715,808 shares 715,808 $43.5M 1.28% -479,670 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,088 shares 56,088 $42M 1.24% +7,775 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; 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; 2026Q2: 43,860 shares 43,860 $32.8M 0.97% +230 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; 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; 2026Q2: 118,088 shares 118,088 $28.1M 0.83% -1,535 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; 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; 2026Q2: 288,211 shares 288,211 $24.8M 0.73% +238,166 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 104,707 shares 104,707 $23.8M 0.7% -1,766 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; 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; 2026Q2: 503,940 shares 503,940 $23M 0.68% +22,302 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; 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; 2026Q2: 176,933 shares 176,933 $22.7M 0.67% +23,952 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; 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; 2026Q2: 60,242 shares 60,242 $22.2M 0.65% +20,814 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; 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; 2026Q2: 296,078 shares 296,078 $21.1M 0.62% +4,622 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; 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; 2026Q2: 223,216 shares 223,216 $20.5M 0.6% +124,009 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; 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; 2026Q2: 253,780 shares 253,780 $20.4M 0.6% +204,910 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; 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; 2026Q2: 226,195 shares 226,195 $19.9M 0.59% -42,153 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; 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; 2026Q2: 17,131 shares 17,131 $19.8M 0.58% +7,150 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 255,627 shares 255,627 $19.7M 0.58% +6,641 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; 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; 2026Q2: 364,481 shares 364,481 $19.4M 0.57% +41,191 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; 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; 2026Q2: 134,659 shares 134,659 $19.1M 0.56% +6,710 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 128,668 shares 128,668 $19.1M 0.56% +2,804 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 138,002 shares 138,002 $19M 0.56% +25,279 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; 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; 2026Q2: 29,770 shares 29,770 $18.6M 0.55% +1,229 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; 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; 2026Q2: 154,381 shares 154,381 $18.5M 0.54% +135,186 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; 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; 2026Q2: 214,694 shares 214,694 $17.1M 0.5% +466 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; 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; 2026Q2: 24,802 shares 24,802 $16.3M 0.48% +16,857 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,639 shares 42,639 $16.1M 0.48% +3,942 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; 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; 2026Q2: 542,528 shares 542,528 $16M 0.47% +24,364 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,574 shares 35,574 $15M 0.44% +1,440 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; 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; 2026Q2: 290,045 shares 290,045 $14.7M 0.43% +31,595 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; 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; 2026Q2: 155,012 shares 155,012 $14.6M 0.43% +7,816 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 209,249 shares 209,249 $14.3M 0.42% +45,822 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,882 shares 36,882 $13.8M 0.41% +4,135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,756 shares 12,756 $13.6M 0.4% +393 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; 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; 2026Q2: 172,305 shares 172,305 $13.2M 0.39% +17,176 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,315 shares 51,315 $13.1M 0.39% -12,860 Timeline SQMX 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373,392 shares 373,392 $12.8M 0.38% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,036 shares 35,036 $12.5M 0.37% +2,015 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; 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; 2026Q2: 66,204 shares 66,204 $12.3M 0.36% +48,781 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 47,921 shares 47,921 $12.2M 0.36% +1,058 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,910 shares 86,910 $12.1M 0.36% -33,079 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; 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; 2026Q2: 111,638 shares 111,638 $12M 0.35% +1,114 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; 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; 2026Q2: 172,874 shares 172,874 $11.8M 0.35% +3,840 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; 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; 2026Q2: 73,793 shares 73,793 $11.7M 0.34% +3,007 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; 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; 2026Q2: 194,896 shares 194,896 $11.6M 0.34% +3,478 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; 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; 2026Q2: 245,994 shares 245,994 $11.4M 0.34% -4,366 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; 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; 2026Q2: 19,640 shares 19,640 $11.4M 0.34% +1,504 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,733 shares 31,733 $11.2M 0.33% +1,972 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 283 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 216 shares; 2026Q1: 14,491 shares; 2026Q2: 61,497 shares 61,497 $11M 0.33% +47,006 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; 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; 2026Q2: 38,392 shares 38,392 $10.8M 0.32% +7,490 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; 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; 2026Q2: 32,313 shares 32,313 $10.6M 0.31% +1,389 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,859 shares 40,859 $10.3M 0.3% +15,877 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,640 shares 33,640 $10.1M 0.3% -44,567 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 183,028 shares 183,028 $9.73M 0.29% +20,520 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; 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; 2026Q2: 197,873 shares 197,873 $9.66M 0.28% +7,772 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; 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; 2026Q2: 185,556 shares 185,556 $9.43M 0.28% +152,414 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; 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; 2026Q2: 51,968 shares 51,968 $9.4M 0.28% +4,362 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,172 shares 13,172 $9.39M 0.28% +260 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; 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; 2026Q2: 33,083 shares 33,083 $9.39M 0.28% -8,912 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 132,130 shares; 2026Q2: 184,812 shares 184,812 $9.27M 0.27% +52,682 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; 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; 2026Q2: 271,430 shares 271,430 $9.19M 0.27% +363 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; 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; 2026Q2: 209,382 shares 209,382 $9.05M 0.27% +12,498 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; 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; 2026Q2: 75,924 shares 75,924 $8.92M 0.26% +1,620 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; 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; 2026Q2: 58,268 shares 58,268 $8.83M 0.26% +2,951 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: 890 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 877 shares; 2026Q2: 284,005 shares 284,005 $8.76M 0.26% +283,128 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 177,387 shares 177,387 $8.74M 0.26% +2,921 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; 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; 2026Q2: 194,331 shares 194,331 $8.49M 0.25% +3,393 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; 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; 2026Q2: 94,083 shares 94,083 $8.46M 0.25% +12,513 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,783 shares; 2026Q2: 338,782 shares 338,782 $8.35M 0.25% +15,999 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; 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; 2026Q2: 113,973 shares 113,973 $8.2M 0.24% +4,433 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; 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; 2026Q2: 91,762 shares 91,762 $8.19M 0.24% +11,886 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,240 shares 37,240 $8.17M 0.24% -8,634 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; 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; 2026Q2: 155,725 shares 155,725 $8.1M 0.24% +7,406 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; 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; 2026Q2: 18,680 shares 18,680 $8.09M 0.24% -2,187 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; 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; 2026Q2: 20,292 shares 20,292 $8.06M 0.24% +15,050 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; 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; 2026Q2: 33,707 shares 33,707 $8.01M 0.24% +4,174 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; 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; 2026Q2: 14,207 shares 14,207 $8M 0.24% -2,210 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 999 shares; 2025Q2: 1,180 shares; 2025Q3: 2,190 shares; 2025Q4: 2,048 shares; 2026Q1: 2,771 shares; 2026Q2: 26,636 shares 26,636 $7.93M 0.23% +23,865 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; 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; 2026Q2: 61,485 shares 61,485 $7.9M 0.23% +3,645 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,940 shares 25,940 $7.83M 0.23% +23,180 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; 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; 2026Q2: 6,517 shares 6,517 $7.66M 0.23% +353 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,574 shares 67,574 $7.65M 0.23% +18,800 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 99,709 shares 99,709 $7.63M 0.23% -26,634 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; 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; 2026Q2: 142,740 shares 142,740 $7.63M 0.23% +107,275 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,297 shares; 2026Q2: 37,771 shares 37,771 $7.63M 0.22% -5,526 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; 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; 2026Q2: 21,047 shares 21,047 $7.46M 0.22% +16,643 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; 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; 2026Q2: 50,646 shares 50,646 $7.43M 0.22% +2,210 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; 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; 2026Q2: 54,003 shares 54,003 $7.39M 0.22% +3,538 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; 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; 2026Q2: 136,009 shares 136,009 $7.29M 0.22% -125,969 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; 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; 2026Q2: 146,810 shares 146,810 $7.27M 0.21% +45 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,392 shares 19,392 $7.25M 0.21% +2,411 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; 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; 2026Q2: 149,462 shares 149,462 $7.14M 0.21% +7,975 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; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 118 shares; 2025Q2: 1,121 shares; 2025Q3: 6,360 shares; 2025Q4: 5,414 shares; 2026Q1: 1,472 shares; 2026Q2: 7,230 shares 7,230 $6.98M 0.21% +5,758 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; 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; 2026Q2: 9,569 shares 9,569 $6.89M 0.2% +541 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; 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; 2026Q2: 164,608 shares 164,608 $6.82M 0.2% +31,823 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; 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; 2026Q2: 155,430 shares 155,430 $6.78M 0.2% +17,507 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; 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; 2026Q2: 148,465 shares 148,465 $6.78M 0.2% -2,799 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; 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; 2026Q2: 271,933 shares 271,933 $6.77M 0.2% -84,714 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; 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; 2026Q2: 285,187 shares 285,187 $6.75M 0.2% +20,366 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; 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; 2026Q2: 41,322 shares 41,322 $6.68M 0.2% +1,840 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,824 shares; 2025Q1: 36,389 shares; 2025Q2: 10,551 shares; 2025Q3: 14,233 shares; 2025Q4: 13,562 shares; 2026Q1: 656 shares; 2026Q2: 125,174 shares 125,174 $6.63M 0.2% +124,518 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 131,988 shares 131,988 $6.6M 0.19% -40,489 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; 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; 2026Q2: 153,233 shares 153,233 $6.6M 0.19% -3,413 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 177,673 shares 177,673 $6.58M 0.19% -138,266 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; 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; 2026Q2: 6,715 shares 6,715 $6.57M 0.19% +646 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,246 shares 39,246 $6.51M 0.19% +11,152 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; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 50 shares; 2025Q2: 43,891 shares; 2025Q3: 46,715 shares; 2025Q4: 45,318 shares; 2026Q1: 47,076 shares; 2026Q2: 52,697 shares 52,697 $6.48M 0.19% +5,621 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; 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; 2026Q2: 93,889 shares 93,889 $6.47M 0.19% +11,625 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; 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; 2026Q2: 338,209 shares 338,209 $6.47M 0.19% +6,247 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,098 shares; 2025Q4: 858 shares; 2026Q1: 858 shares; 2026Q2: 142,146 shares 142,146 $6.36M 0.19% +141,288 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; 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; 2026Q2: 85,738 shares 85,738 $6.19M 0.18% -19,552 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 145,979 shares 145,979 $6.18M 0.18% +93,680 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; 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; 2026Q2: 167,364 shares 167,364 $6.15M 0.18% +4,102 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,065 shares 74,065 $6.14M 0.18% -18,019 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; 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; 2026Q2: 236,882 shares 236,882 $6.12M 0.18% -416 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 70,474 shares 70,474 $6.09M 0.18% +5,709 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; 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; 2026Q2: 80,269 shares 80,269 $6.08M 0.18% +6,753 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,629 shares 48,629 $6.05M 0.18% -1,714 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 2,072 shares; 2025Q2: 1,778 shares; 2025Q3: 1,757 shares; 2025Q4: 1,699 shares; 2026Q1: 1,254 shares; 2026Q2: 80,959 shares 80,959 $6.03M 0.18% +79,705 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 106,118 shares 106,118 $5.98M 0.18% +8,461 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; 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; 2026Q2: 13,994 shares 13,994 $5.96M 0.18% +6,036 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,020 shares; 2025Q1: 5,040 shares; 2025Q2: 3,931 shares; 2025Q3: 3,852 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 104,254 shares 104,254 $5.9M 0.17% +101,764 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; 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; 2026Q2: 46,624 shares 46,624 $5.89M 0.17% +5,039 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 63,152 shares 63,152 $5.89M 0.17% +7,349 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 88,426 shares 88,426 $5.88M 0.17% +17,390 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; 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; 2026Q2: 60,566 shares 60,566 $5.84M 0.17% +7,276 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; 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; 2026Q2: 65,438 shares 65,438 $5.84M 0.17% +3,596 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,682 shares 39,682 $5.82M 0.17% +4,539 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 1,740 shares; 2025Q2: 4,529 shares; 2025Q3: 4,567 shares; 2025Q4: 3,894 shares; 2026Q1: 5,087 shares; 2026Q2: 120,491 shares 120,491 $5.73M 0.17% +115,404 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; 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; 2026Q2: 124,245 shares 124,245 $5.7M 0.17% -1,255 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,385 shares 51,385 $5.62M 0.17% -81 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; 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; 2026Q2: 11,156 shares 11,156 $5.58M 0.16% +1,625 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 77,559 shares 77,559 $5.54M 0.16% +2,798 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 46,791 shares; 2025Q4: 47,665 shares; 2026Q1: 41,287 shares; 2026Q2: 45,170 shares 45,170 $5.45M 0.16% +3,883 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; 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; 2026Q2: 122,644 shares 122,644 $5.45M 0.16% +4,757 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 117,737 shares 117,737 $5.43M 0.16% +32,727 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 159,150 shares 159,150 $5.37M 0.16% +4,729 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,309 shares; 2025Q4: 139,125 shares; 2026Q1: 137,675 shares; 2026Q2: 139,051 shares 139,051 $5.37M 0.16% +1,376 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; 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; 2026Q2: 116,461 shares 116,461 $5.36M 0.16% -2,498 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; 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; 2026Q2: 175,093 shares 175,093 $5.36M 0.16% +8,998 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 53 shares; 2025Q4: 1,503 shares; 2026Q1: 1,236 shares; 2026Q2: 2,355 shares 2,355 $5.35M 0.16% +1,119 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,967 shares 20,967 $5.28M 0.16% -21,425 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; 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; 2026Q2: 6,802 shares 6,802 $5.19M 0.15% +846 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; 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; 2026Q2: 116,283 shares 116,283 $5.16M 0.15% -1,159 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; 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; 2026Q2: 16,640 shares 16,640 $5.04M 0.15% +133 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; 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; 2026Q2: 42,073 shares 42,073 $4.93M 0.15% +22,490 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; 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; 2026Q2: 32,311 shares 32,311 $4.92M 0.15% -352 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; 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; 2026Q2: 114,078 shares 114,078 $4.81M 0.14% +7,010 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; 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; 2026Q2: 5,117 shares 5,117 $4.79M 0.14% +102 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,242 shares 81,242 $4.72M 0.14% +21,628 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; 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; 2026Q2: 290,614 shares 290,614 $4.61M 0.14% +43,098 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; 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; 2026Q2: 3,816 shares 3,816 $4.58M 0.13% +293 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 587 shares; 2025Q2: 525 shares; 2025Q3: 483 shares; 2025Q4: 590 shares; 2026Q1: 559 shares; 2026Q2: 14,490 shares 14,490 $4.54M 0.13% +13,931 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; 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; 2026Q2: 56,717 shares 56,717 $4.35M 0.13% +4,269 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; 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; 2026Q2: 298,720 shares 298,720 $4.34M 0.13% -1,285 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 4 shares; 2025Q3: 9 shares; 2025Q4: 32 shares; 2026Q1: 134 shares; 2026Q2: 8,816 shares 8,816 $4.27M 0.13% +8,682 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; 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; 2026Q2: 46,197 shares 46,197 $4.22M 0.12% +2,552 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; 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; 2026Q2: 36,067 shares 36,067 $4.21M 0.12% +7,215 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,479 shares; 2025Q3: 47,101 shares; 2025Q4: 70,881 shares; 2026Q1: 82,657 shares; 2026Q2: 79,459 shares 79,459 $4.19M 0.12% -3,198 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; 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; 2026Q2: 24,455 shares 24,455 $4.15M 0.12% +2,951 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; 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; 2026Q2: 419,094 shares 419,094 $4.11M 0.12% +4,910 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; 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; 2026Q2: 55,746 shares 55,746 $4.09M 0.12% +7,447 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 333 shares; 2025Q2: 314 shares; 2025Q3: 307 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 76,122 shares 76,122 $4.01M 0.12% +76,071 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; 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; 2026Q2: 31,179 shares 31,179 $3.89M 0.11% +4,612 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; 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; 2026Q2: 144,413 shares 144,413 $3.79M 0.11% +3,861 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; 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; 2026Q2: 58,510 shares 58,510 $3.79M 0.11% +5,670 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; 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; 2026Q2: 7,105 shares 7,105 $3.71M 0.11% -197 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; 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; 2026Q2: 89,165 shares 89,165 $3.68M 0.11% +14,206 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; 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; 2026Q2: 61,854 shares 61,854 $3.68M 0.11% +1,282 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; 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; 2026Q2: 12,209 shares 12,209 $3.64M 0.11% +868 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; 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; 2026Q2: 44,614 shares 44,614 $3.63M 0.11% +1,512 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; 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; 2026Q2: 40,353 shares 40,353 $3.55M 0.1% +32,116 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; 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; 2026Q2: 86,015 shares 86,015 $3.54M 0.1% +12,412 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,197 shares 11,197 $3.53M 0.1% +700 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 103,163 shares 103,163 $3.52M 0.1% +2,095 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; 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; 2026Q2: 23,806 shares 23,806 $3.44M 0.1% +1,909 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 71,070 shares 71,070 $3.41M 0.1% +2,504 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; 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; 2026Q2: 40,823 shares 40,823 $3.37M 0.1% +34,014 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; 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; 2026Q2: 24,654 shares 24,654 $3.37M 0.1% -5,112 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; 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; 2026Q2: 71,217 shares 71,217 $3.32M 0.1% -162,178 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; 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; 2026Q2: 6,911 shares 6,911 $3.3M 0.1% +193 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; 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; 2026Q2: 245,720 shares 245,720 $3.29M 0.1% -11,306 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 62,256 shares 62,256 $3.26M 0.1% +50,384 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; 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; 2026Q2: 65,450 shares 65,450 $3.26M 0.1% +2,347 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,500 shares; 2025Q4: 307,134 shares; 2026Q1: 311,160 shares; 2026Q2: 117,349 shares 117,349 $3.24M 0.1% -193,811 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; 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; 2026Q2: 33,338 shares 33,338 $3.2M 0.09% -1,107 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; 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; 2026Q2: 9,434 shares 9,434 $3.19M 0.09% -5,997 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; 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; 2026Q2: 49,542 shares 49,542 $3.14M 0.09% -21,845 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,970 shares 19,970 $3.07M 0.09% -3,300 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 6,445 shares; 2025Q3: 14,698 shares; 2025Q4: 24,253 shares; 2026Q1: 35,607 shares; 2026Q2: 44,745 shares 44,745 $3.05M 0.09% +9,138 Timeline SCIO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,884 shares 146,884 $3.04M 0.09% new 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; 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; 2026Q2: 16,040 shares 16,040 $2.97M 0.09% +652 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,769 shares; 2025Q3: 48,554 shares; 2025Q4: 67,808 shares; 2026Q1: 77,666 shares; 2026Q2: 68,107 shares 68,107 $2.94M 0.09% -9,559 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,517 shares 26,517 $2.93M 0.09% -3,192 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 521 shares; 2025Q2: 497 shares; 2025Q3: 491 shares; 2025Q4: 499 shares; 2026Q1: 495 shares; 2026Q2: 5,919 shares 5,919 $2.91M 0.09% +5,424 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; 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; 2026Q2: 20,119 shares 20,119 $2.88M 0.08% -59 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,407 shares 10,407 $2.81M 0.08% -455 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; 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; 2026Q2: 3,871 shares 3,871 $2.8M 0.08% +1,561 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,745 shares 14,745 $2.8M 0.08% +866 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; 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; 2026Q2: 87,675 shares 87,675 $2.78M 0.08% -86,813 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269,999 shares 269,999 $2.72M 0.08% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,556 shares 35,556 $2.69M 0.08% +1,882 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,648 shares 27,648 $2.66M 0.08% +712 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; 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; 2026Q2: 7,985 shares 7,985 $2.64M 0.08% -106 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,591 shares; 2025Q2: 1,166 shares; 2025Q3: 1,940 shares; 2025Q4: 2,096 shares; 2026Q1: 1,816 shares; 2026Q2: 6,097 shares 6,097 $2.63M 0.08% +4,281 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; 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; 2026Q2: 94,464 shares 94,464 $2.62M 0.08% -7,474 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; 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; 2026Q2: 9,417 shares 9,417 $2.58M 0.08% -7 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; 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; 2026Q2: 45,155 shares 45,155 $2.55M 0.08% +1,419 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; 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; 2026Q2: 68,729 shares 68,729 $2.51M 0.07% +6,715 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; 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; 2026Q2: 33,387 shares 33,387 $2.5M 0.07% +970 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; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 128 shares; 2025Q2: 624 shares; 2025Q3: 14,388 shares; 2025Q4: 10,693 shares; 2026Q1: 2,036 shares; 2026Q2: 3,862 shares 3,862 $2.47M 0.07% +1,826 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,356 shares 26,356 $2.46M 0.07% -147 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,327 shares 24,327 $2.45M 0.07% +4,145 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; 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; 2026Q2: 67,433 shares 67,433 $2.45M 0.07% -5,219 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,462 shares 23,462 $2.4M 0.07% -1,522 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; 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; 2026Q2: 6,788 shares 6,788 $2.39M 0.07% +24 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; 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; 2026Q2: 51,935 shares 51,935 $2.38M 0.07% +5,127 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,005 shares 26,005 $2.36M 0.07% -246 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; 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; 2026Q2: 57,875 shares 57,875 $2.33M 0.07% -1,886 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,317 shares 14,317 $2.32M 0.07% +382 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; 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; 2026Q2: 23,959 shares 23,959 $2.31M 0.07% +19 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; 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; 2026Q2: 22,251 shares 22,251 $2.29M 0.07% +2,552 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 116 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 5,197 shares 5,197 $2.27M 0.07% +5,191 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,278 shares; 2026Q2: 61,831 shares 61,831 $2.26M 0.07% +56,553 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; 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; 2026Q2: 78,632 shares 78,632 $2.24M 0.07% -5,583 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; 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; 2026Q2: 11,460 shares 11,460 $2.24M 0.07% +740 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; 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; 2026Q2: 10,152 shares 10,152 $2.24M 0.07% +257 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; 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; 2026Q2: 15,133 shares 15,133 $2.22M 0.07% +684 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; 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; 2026Q2: 25,688 shares 25,688 $2.2M 0.06% -150,044 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; 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; 2026Q2: 35,692 shares 35,692 $2.19M 0.06% -3,117 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; 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; 2026Q2: 7,151 shares 7,151 $2.17M 0.06% +346 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,228 shares 9,228 $2.15M 0.06% +494 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,268 shares 6,268 $2.15M 0.06% +1,363 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,151 shares 22,151 $2.14M 0.06% +490 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; 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; 2026Q2: 13,417 shares 13,417 $2.13M 0.06% -3,126 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; 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; 2026Q2: 36,624 shares 36,624 $2.11M 0.06% -164 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; 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; 2026Q2: 9,261 shares 9,261 $2.09M 0.06% +535 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,755 shares 5,755 $2.08M 0.06% -1,258 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,948 shares 15,948 $2.08M 0.06% +353 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,561 shares 24,561 $2.08M 0.06% -247 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 85,905 shares 85,905 $2.07M 0.06% +4,584 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; 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; 2026Q2: 9,514 shares 9,514 $2.07M 0.06% -309 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; 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; 2026Q2: 10,686 shares 10,686 $2.01M 0.06% +660 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; 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; 2026Q2: 44,200 shares 44,200 $2M 0.06% -149,698 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; 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; 2026Q2: 25,428 shares 25,428 $1.98M 0.06% +135 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,571 shares; 2026Q2: 38,904 shares 38,904 $1.96M 0.06% +7,333 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; 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; 2026Q2: 3,827 shares 3,827 $1.95M 0.06% -104 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,607 shares 5,607 $1.92M 0.06% -1,772 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; 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; 2026Q2: 5,740 shares 5,740 $1.92M 0.06% +228 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; 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; 2026Q2: 33,522 shares 33,522 $1.91M 0.06% -219 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; 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; 2026Q2: 11,373 shares 11,373 $1.86M 0.05% +1,002 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; 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; 2026Q2: 21,144 shares 21,144 $1.86M 0.05% +158 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; 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; 2026Q2: 22,281 shares 22,281 $1.85M 0.05% -4,477 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; 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; 2026Q2: 24,291 shares 24,291 $1.84M 0.05% +1,321 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; 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; 2026Q2: 16,823 shares 16,823 $1.84M 0.05% -167 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,426 shares 38,426 $1.83M 0.05% -65 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; 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; 2026Q2: 141,530 shares 141,530 $1.81M 0.05% +5,761 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; 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; 2026Q2: 40,422 shares 40,422 $1.78M 0.05% +17,177 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; 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; 2026Q2: 52,230 shares 52,230 $1.78M 0.05% +995 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; 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; 2026Q2: 27,009 shares 27,009 $1.77M 0.05% -1,136 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; 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; 2026Q2: 222,698 shares 222,698 $1.75M 0.05% +4,335 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; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 596 shares; 2025Q2: 2,266 shares; 2025Q3: 6,463 shares; 2025Q4: 7,612 shares; 2026Q1: 8,936 shares; 2026Q2: 9,927 shares 9,927 $1.75M 0.05% +991 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; 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; 2026Q2: 245,845 shares 245,845 $1.75M 0.05% -775 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,407 shares 3,407 $1.75M 0.05% +402 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,611 shares 20,611 $1.75M 0.05% +2,515 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; 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; 2026Q2: 29,234 shares 29,234 $1.72M 0.05% -95 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; 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; 2026Q2: 6,294 shares 6,294 $1.71M 0.05% -328 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; 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; 2026Q2: 6,287 shares 6,287 $1.7M 0.05% +99 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; 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; 2026Q2: 57,421 shares 57,421 $1.69M 0.05% +1,225 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; 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; 2026Q2: 7,683 shares 7,683 $1.68M 0.05% +596 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; 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; 2026Q2: 22,230 shares 22,230 $1.67M 0.05% +3,435 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; 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; 2026Q2: 24,762 shares 24,762 $1.67M 0.05% +7 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,034 shares 30,034 $1.67M 0.05% +1,327 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; 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; 2026Q2: 48,384 shares 48,384 $1.66M 0.05% -375,411 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; 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; 2026Q2: 57,147 shares 57,147 $1.65M 0.05% +1,722 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; 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; 2026Q2: 21,795 shares 21,795 $1.65M 0.05% -249 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; 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; 2026Q2: 28,643 shares 28,643 $1.63M 0.05% +6,610 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,407 shares 7,407 $1.6M 0.05% +688 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,079 shares 50,079 $1.59M 0.05% +3,611 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,166 shares 76,166 $1.58M 0.05% new 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; 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; 2026Q2: 1,551 shares 1,551 $1.57M 0.05% -1,959 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,389 shares 16,389 $1.57M 0.05% -492 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,295 shares; 2026Q1: 2,041 shares; 2026Q2: 5,130 shares 5,130 $1.55M 0.05% +3,089 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; 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; 2026Q2: 4,507 shares 4,507 $1.55M 0.05% -364 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; 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; 2026Q2: 23,574 shares 23,574 $1.55M 0.05% +79 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,087 shares 56,087 $1.54M 0.05% +44,663 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; 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; 2026Q2: 30,309 shares 30,309 $1.53M 0.05% +853 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,874 shares 30,874 $1.53M 0.05% -1,597 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; 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; 2026Q2: 28,584 shares 28,584 $1.51M 0.04% -2,120 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; 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; 2026Q2: 9,781 shares 9,781 $1.51M 0.04% -128 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 497 shares; 2025Q2: 518 shares; 2025Q3: 504 shares; 2025Q4: 477 shares; 2026Q1: 486 shares; 2026Q2: 472 shares 472 $1.51M 0.04% -14 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; 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; 2026Q2: 63,195 shares 63,195 $1.51M 0.04% -2,818 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,554 shares 8,554 $1.5M 0.04% -145 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; 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; 2026Q2: 29,124 shares 29,124 $1.47M 0.04% +834 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; 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; 2026Q2: 7,584 shares 7,584 $1.47M 0.04% -369 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; 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; 2026Q2: 24,298 shares 24,298 $1.46M 0.04% +1,629 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; 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; 2026Q2: 124,672 shares 124,672 $1.46M 0.04% +22,915 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; 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; 2026Q2: 70,448 shares 70,448 $1.46M 0.04% +1,831 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; 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; 2026Q2: 17,355 shares 17,355 $1.45M 0.04% -576 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; 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; 2026Q2: 24,801 shares 24,801 $1.43M 0.04% +1,038 Timeline JHCR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,496 shares 56,496 $1.43M 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,102 shares 5,102 $1.42M 0.04% +635 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; 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; 2026Q2: 37,326 shares 37,326 $1.41M 0.04% +26 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,014 shares; 2026Q2: 44,261 shares 44,261 $1.41M 0.04% +6,247 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; 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; 2026Q2: 29,671 shares 29,671 $1.41M 0.04% +4,680 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; 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; 2026Q2: 100,503 shares 100,503 $1.4M 0.04% -10,869 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 397 shares; 2025Q1: 7 shares; 2025Q2: 1,092 shares; 2025Q3: 2,307 shares; 2025Q4: 2,424 shares; 2026Q1: 575 shares; 2026Q2: 1,621 shares 1,621 $1.39M 0.04% +1,046 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; 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; 2026Q2: 24,621 shares 24,621 $1.39M 0.04% +1,583 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,464 shares 8,464 $1.39M 0.04% +227 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; 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; 2026Q2: 5,806 shares 5,806 $1.38M 0.04% +174 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,226 shares 3,226 $1.38M 0.04% +597 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,379 shares 60,379 $1.38M 0.04% +2,935 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 154 shares; 2025Q4: 19,303 shares; 2026Q1: 30,895 shares; 2026Q2: 23,028 shares 23,028 $1.37M 0.04% -7,867 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,859 shares; 2026Q2: 17,715 shares 17,715 $1.36M 0.04% -144 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,373 shares 14,373 $1.36M 0.04% +992 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,441 shares 13,441 $1.35M 0.04% -2,679 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; 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; 2026Q2: 4,711 shares 4,711 $1.35M 0.04% +246 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; 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; 2026Q2: 12,231 shares 12,231 $1.34M 0.04% -765 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,901 shares 13,901 $1.34M 0.04% +908 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; 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; 2026Q2: 13,650 shares 13,650 $1.34M 0.04% +902 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; 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; 2026Q2: 16,003 shares 16,003 $1.34M 0.04% -469 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; 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; 2026Q2: 5,565 shares 5,565 $1.33M 0.04% +740 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,123 shares 60,123 $1.33M 0.04% +9,281 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; 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; 2026Q2: 3,880 shares 3,880 $1.32M 0.04% -11,785 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; 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; 2026Q2: 26,238 shares 26,238 $1.32M 0.04% -434 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; 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; 2026Q2: 7,359 shares 7,359 $1.32M 0.04% +236 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,679 shares; 2026Q2: 12,672 shares 12,672 $1.32M 0.04% -7 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; 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; 2026Q2: 12,153 shares 12,153 $1.31M 0.04% +1,475 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; 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; 2026Q2: 173,428 shares 173,428 $1.3M 0.04% +3,645 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; 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; 2026Q2: 25,920 shares 25,920 $1.29M 0.04% +2,543 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; 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; 2026Q2: 18,791 shares 18,791 $1.28M 0.04% +2,599 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; 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; 2026Q2: 58,745 shares 58,745 $1.28M 0.04% -473 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,298 shares 10,298 $1.28M 0.04% +7,705 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; 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; 2026Q2: 72,675 shares 72,675 $1.28M 0.04% +4,475 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; 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; 2026Q2: 28,461 shares 28,461 $1.26M 0.04% -620 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,660 shares 12,660 $1.24M 0.04% -346 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; 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; 2026Q2: 23,641 shares 23,641 $1.23M 0.04% +630 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; 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; 2026Q2: 8,134 shares 8,134 $1.22M 0.04% -222 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; 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; 2026Q2: 28,557 shares 28,557 $1.21M 0.04% +5,192 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; 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; 2026Q2: 2,360 shares 2,360 $1.2M 0.04% -446 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,554 shares 12,554 $1.2M 0.04% +923 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; 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; 2026Q2: 3,228 shares 3,228 $1.18M 0.03% +23 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; 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; 2026Q2: 22,384 shares 22,384 $1.18M 0.03% +1,110 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,801 shares 11,801 $1.17M 0.03% +2,360 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; 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; 2026Q2: 17,710 shares 17,710 $1.16M 0.03% +2,631 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; 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; 2026Q2: 8,768 shares 8,768 $1.16M 0.03% -365 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; 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; 2026Q2: 30,262 shares 30,262 $1.16M 0.03% +1,252 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; 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; 2026Q2: 12,779 shares 12,779 $1.15M 0.03% -1,629 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; 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; 2026Q2: 8,994 shares 8,994 $1.14M 0.03% +193 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; 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; 2026Q2: 37,918 shares 37,918 $1.14M 0.03% -685,811 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; 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; 2026Q2: 19,437 shares 19,437 $1.13M 0.03% +980 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; 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; 2026Q2: 24,795 shares 24,795 $1.13M 0.03% +2,392 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; 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; 2026Q2: 21,031 shares 21,031 $1.13M 0.03% -18 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; 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; 2026Q2: 2,691 shares 2,691 $1.12M 0.03% +229 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,550 shares; 2026Q2: 14,635 shares 14,635 $1.12M 0.03% +85 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; 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; 2026Q2: 30,085 shares 30,085 $1.11M 0.03% +1,975 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,277 shares 13,277 $1.11M 0.03% -37 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,672 shares 10,672 $1.11M 0.03% -1,811 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; 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; 2026Q2: 9,496 shares 9,496 $1.09M 0.03% -251 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; 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; 2026Q2: 22,473 shares 22,473 $1.09M 0.03% +189 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,881 shares 5,881 $1.09M 0.03% -3,117 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; 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; 2026Q2: 163,484 shares 163,484 $1.08M 0.03% +63,693 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; 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; 2026Q2: 114,835 shares 114,835 $1.08M 0.03% -6,820 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; 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; 2026Q2: 4,791 shares 4,791 $1.07M 0.03% +449 Timeline GSID 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,220 shares; 2026Q2: 14,172 shares 14,172 $1.06M 0.03% +8,952 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; 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; 2026Q2: 21,739 shares 21,739 $1.06M 0.03% +2,147 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; 2024Q3: restricted; 2024Q4: 476 shares; 2025Q1: 531 shares; 2025Q2: 495 shares; 2025Q3: 813 shares; 2025Q4: 798 shares; 2026Q1: 536 shares; 2026Q2: 528 shares 528 $1.05M 0.03% -8 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; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 631 shares; 2025Q2: 608 shares; 2025Q3: 479 shares; 2025Q4: 1,242 shares; 2026Q1: 8,900 shares; 2026Q2: 9,040 shares 9,040 $1.05M 0.03% +140 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; 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; 2026Q2: 21,844 shares 21,844 $1.04M 0.03% 0 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; 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; 2026Q2: 21,396 shares 21,396 $1.04M 0.03% +8,703 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; 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; 2026Q2: 20,931 shares 20,931 $1.02M 0.03% +1,971 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; 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; 2026Q2: 13,476 shares 13,476 $1.02M 0.03% +1,254 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; 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; 2026Q2: 19,102 shares 19,102 $1.01M 0.03% +724 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; 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; 2026Q2: 7,372 shares 7,372 $1.01M 0.03% +79 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; 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; 2026Q2: 32,447 shares 32,447 $1.01M 0.03% -6,593 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; 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; 2026Q2: 4,263 shares 4,263 $1.01M 0.03% +174 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,370 shares 9,370 $1.01M 0.03% +1,095 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 2,698 shares; 2026Q2: 2,697 shares 2,697 $1M 0.03% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,579 shares 1,579 $1M 0.03% +186 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; 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; 2026Q2: 12,447 shares 12,447 $998K 0.03% -111 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 4,660 shares; 2025Q4: 168 shares; 2026Q1: 31,231 shares; 2026Q2: 32,808 shares 32,808 $996K 0.03% +1,577 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; 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; 2026Q2: 15,766 shares 15,766 $986K 0.03% +916 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; 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; 2026Q2: 17,861 shares 17,861 $986K 0.03% +27 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 676 shares; 2025Q2: 152 shares; 2025Q3: 6,941 shares; 2025Q4: 7,518 shares; 2026Q1: 2,440 shares; 2026Q2: 1,538 shares 1,538 $985K 0.03% -902 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; 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; 2026Q2: 7,391 shares 7,391 $985K 0.03% +59 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; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 30 shares; 2025Q2: 103 shares; 2025Q3: 1,092 shares; 2025Q4: 792 shares; 2026Q1: 9,871 shares; 2026Q2: 5,903 shares 5,903 $976K 0.03% -3,968 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; 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; 2026Q2: 17,554 shares 17,554 $967K 0.03% +402 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 388 shares; 2025Q2: 582 shares; 2025Q3: 506 shares; 2025Q4: 992 shares; 2026Q1: 290 shares; 2026Q2: 692 shares 692 $956K 0.03% +402 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; 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; 2026Q2: 18,512 shares 18,512 $930K 0.03% +2,734 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,400 shares 18,400 $926K 0.03% +1,186 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,826 shares 32,826 $921K 0.03% new 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; 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; 2026Q2: 7,156 shares 7,156 $915K 0.03% +315 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; 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; 2026Q2: 35,227 shares 35,227 $908K 0.03% +6,022 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,047 shares; 2025Q4: 2,063 shares; 2026Q1: 4,265 shares; 2026Q2: 11,814 shares 11,814 $899K 0.03% +7,549 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,931 shares; 2025Q1: 18,581 shares; 2025Q2: 15,281 shares; 2025Q3: 15,281 shares; 2025Q4: 15,281 shares; 2026Q1: 16,481 shares; 2026Q2: 69,156 shares 69,156 $896K 0.03% +52,675 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 1,597 shares; 2026Q1: 26,452 shares; 2026Q2: 26,091 shares 26,091 $890K 0.03% -361 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; 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; 2026Q2: 39,305 shares 39,305 $890K 0.03% -26,393 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,292 shares 7,292 $888K 0.03% -430 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; 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; 2026Q2: 14,071 shares 14,071 $874K 0.03% +78 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; 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; 2026Q2: 2,758 shares 2,758 $868K 0.03% -5 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; 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; 2026Q2: 21,023 shares 21,023 $864K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,560 shares; 2025Q1: 5,307 shares; 2025Q2: 5,705 shares; 2025Q3: 5,664 shares; 2025Q4: 5,864 shares; 2026Q1: 4,375 shares; 2026Q2: 6,154 shares 6,154 $861K 0.03% +1,779 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; 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; 2026Q2: 5,639 shares 5,639 $853K 0.03% -1,661 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; 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; 2026Q2: 3,863 shares 3,863 $853K 0.03% -352 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; 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; 2026Q2: 5,770 shares 5,770 $843K 0.02% +1,232 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; 2024Q3: restricted; 2024Q4: 499 shares; 2025Q1: 162 shares; 2025Q2: 198 shares; 2025Q3: 1,287 shares; 2025Q4: 7,415 shares; 2026Q1: 8,911 shares; 2026Q2: 2,243 shares 2,243 $842K 0.02% -6,668 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; 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; 2026Q2: 50,008 shares 50,008 $835K 0.02% -1,328 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; 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; 2026Q2: 4,350 shares 4,350 $834K 0.02% +112 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; 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; 2026Q2: 15,915 shares 15,915 $832K 0.02% +270 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; 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; 2026Q2: 8,270 shares 8,270 $822K 0.02% +75 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,977 shares 6,977 $818K 0.02% +1,302 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 26 shares; 2025Q2: 704 shares; 2025Q3: 5,712 shares; 2025Q4: 5,469 shares; 2026Q1: 4,503 shares; 2026Q2: 5,513 shares 5,513 $817K 0.02% +1,010 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; 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; 2026Q2: 13,645 shares 13,645 $812K 0.02% +331 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; 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; 2026Q2: 14,741 shares 14,741 $812K 0.02% +369 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,706 shares 9,706 $811K 0.02% +908 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364 shares; 2025Q3: 8,852 shares; 2025Q4: 10,408 shares; 2026Q1: 13,279 shares; 2026Q2: 16,908 shares 16,908 $811K 0.02% +3,629 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,127 shares; 2025Q2: 3,092 shares; 2025Q3: 3,975 shares; 2025Q4: 2,296 shares; 2026Q1: 2,135 shares; 2026Q2: 9,984 shares 9,984 $809K 0.02% +7,849 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,820 shares 33,820 $809K 0.02% +4,219 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,146 shares 5,146 $804K 0.02% +165 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; 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; 2026Q2: 15,390 shares 15,390 $804K 0.02% +187 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,926 shares 1,926 $803K 0.02% -244 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; 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; 2026Q2: 13,674 shares 13,674 $800K 0.02% +341 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; 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; 2026Q2: 14,121 shares 14,121 $798K 0.02% +347 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; 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; 2026Q2: 13,518 shares 13,518 $798K 0.02% -776 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,223 shares; 2025Q1: 2,264 shares; 2025Q2: 3,714 shares; 2025Q3: 4,272 shares; 2025Q4: 4,134 shares; 2026Q1: 1,198 shares; 2026Q2: 1,421 shares 1,421 $797K 0.02% +223 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; 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; 2026Q2: 13,039 shares 13,039 $795K 0.02% +301 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; 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; 2026Q2: 14,593 shares 14,593 $795K 0.02% +412 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; 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; 2026Q2: 13,136 shares 13,136 $788K 0.02% +303 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; 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; 2026Q2: 31,878 shares 31,878 $786K 0.02% -16,935 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; 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; 2026Q2: 13,948 shares 13,948 $784K 0.02% +382 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,262 shares; 2026Q2: 9,187 shares 9,187 $784K 0.02% -9,075 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; 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; 2026Q2: 16,708 shares 16,708 $781K 0.02% +255 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; 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; 2026Q2: 18,259 shares 18,259 $776K 0.02% -1,777 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,395 shares 10,395 $773K 0.02% -76 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,000 shares; 2025Q1: 15,000 shares; 2025Q2: 23,000 shares; 2025Q3: 26,646 shares; 2025Q4: 18,103 shares; 2026Q1: 26,664 shares; 2026Q2: 48,146 shares 48,146 $767K 0.02% +21,482 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; 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; 2026Q2: 8,375 shares 8,375 $760K 0.02% -297 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,337 shares 3,337 $757K 0.02% -266 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; 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; 2026Q2: 16,866 shares 16,866 $756K 0.02% -579 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; 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; 2026Q2: 13,753 shares 13,753 $747K 0.02% +1,075 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; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 742 shares; 2025Q2: 878 shares; 2025Q3: 1,156 shares; 2025Q4: 1,379 shares; 2026Q1: 6,215 shares; 2026Q2: 6,142 shares 6,142 $746K 0.02% -73 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,470 shares; 2025Q1: 3,376 shares; 2025Q2: 3,327 shares; 2025Q3: 2,984 shares; 2025Q4: 2,385 shares; 2026Q1: 2,300 shares; 2026Q2: 2,217 shares 2,217 $742K 0.02% -83 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,902 shares; 2025Q3: 5,507 shares; 2025Q4: 5,422 shares; 2026Q1: 3,801 shares; 2026Q2: 7,283 shares 7,283 $740K 0.02% +3,482 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; 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; 2026Q2: 8,935 shares 8,935 $738K 0.02% +1,817 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; 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; 2026Q2: 8,053 shares 8,053 $738K 0.02% -379 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; 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; 2026Q2: 14,186 shares 14,186 $735K 0.02% -475 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,496 shares 10,496 $729K 0.02% +4 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; 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; 2026Q2: 2,008 shares 2,008 $728K 0.02% +8 Timeline GGOV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,445 shares 14,445 $726K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,106 shares; 2025Q1: 3,445 shares; 2025Q2: 3,652 shares; 2025Q3: 3,663 shares; 2025Q4: 3,570 shares; 2026Q1: 3,579 shares; 2026Q2: 4,407 shares 4,407 $724K 0.02% +828 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 65 shares; 2025Q3: 38,918 shares; 2025Q4: 40,107 shares; 2026Q1: 18,111 shares; 2026Q2: 12,109 shares 12,109 $723K 0.02% -6,002 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,857 shares 12,857 $722K 0.02% +6,517 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 4,200 shares; 2025Q2: 3,574 shares; 2025Q3: 1,269 shares; 2025Q4: 273 shares; 2026Q1: 73 shares; 2026Q2: 3,912 shares 3,912 $722K 0.02% +3,839 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,603 shares 6,603 $720K 0.02% -2,274 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; 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; 2026Q2: 5,218 shares 5,218 $719K 0.02% +15 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; 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; 2026Q2: 6,394 shares 6,394 $707K 0.02% +1,000 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,945 shares 4,945 $704K 0.02% +2 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 435 shares; 2025Q2: 797 shares; 2025Q3: 751 shares; 2025Q4: 748 shares; 2026Q1: 741 shares; 2026Q2: 1,984 shares 1,984 $703K 0.02% +1,243 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; 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; 2026Q2: 5,313 shares 5,313 $689K 0.02% -418 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 41 shares; 2025Q2: 1,138 shares; 2025Q3: 16,203 shares; 2025Q4: 12,628 shares; 2026Q1: 7,212 shares; 2026Q2: 5,410 shares 5,410 $686K 0.02% -1,802 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; 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; 2026Q2: 12,974 shares 12,974 $686K 0.02% +1,049 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; 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; 2026Q2: 5,560 shares 5,560 $685K 0.02% +146 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; 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; 2026Q2: 14,067 shares 14,067 $684K 0.02% -923 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,954 shares; 2025Q1: 16,760 shares; 2025Q2: 319 shares; 2025Q3: 234 shares; 2025Q4: 327 shares; 2026Q1: 132,859 shares; 2026Q2: 4,979 shares 4,979 $681K 0.02% -127,880 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 289,214 shares; 2025Q1: 300,221 shares; 2025Q2: 291,472 shares; 2025Q3: 13,645 shares; 2025Q4: 12,643 shares; 2026Q1: 13,081 shares; 2026Q2: 17,608 shares 17,608 $679K 0.02% +4,527 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; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 361 shares; 2025Q2: 1,034 shares; 2025Q3: 1,302 shares; 2025Q4: 2,332 shares; 2026Q1: 3,160 shares; 2026Q2: 3,934 shares 3,934 $678K 0.02% +774 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,469 shares; 2025Q1: 1,498 shares; 2025Q2: 1,486 shares; 2025Q3: 2,254 shares; 2025Q4: 1,598 shares; 2026Q1: 1,756 shares; 2026Q2: 1,965 shares 1,965 $676K 0.02% +209 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,970 shares 16,970 $675K 0.02% -2,388 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,320 shares 2,320 $674K 0.02% +147 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,250 shares 52,250 $674K 0.02% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,897 shares 8,897 $671K 0.02% -6,005 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,760 shares; 2025Q1: 1,050 shares; 2025Q2: 2,114 shares; 2025Q3: 1,763 shares; 2025Q4: 2,159 shares; 2026Q1: 1,850 shares; 2026Q2: 1,840 shares 1,840 $671K 0.02% -10 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,014 shares; 2025Q2: 5,384 shares; 2025Q3: 6,467 shares; 2025Q4: 6,236 shares; 2026Q1: 6,765 shares; 2026Q2: 8,615 shares 8,615 $667K 0.02% +1,850 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; 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; 2026Q2: 31,120 shares 31,120 $660K 0.02% +3,077 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; 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; 2026Q2: 8,751 shares 8,751 $659K 0.02% +165 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,910 shares 5,910 $652K 0.02% -296 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 64 shares; 2025Q2: 1,000 shares; 2025Q3: 3,151 shares; 2025Q4: 10,639 shares; 2026Q1: 17,341 shares; 2026Q2: 19,434 shares 19,434 $647K 0.02% +2,093 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,062 shares; 2025Q2: 846 shares; 2025Q3: 1,498 shares; 2025Q4: 4,283 shares; 2026Q1: 7,190 shares; 2026Q2: 8,427 shares 8,427 $644K 0.02% +1,237 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 391 shares; 2025Q2: 371 shares; 2025Q3: 518 shares; 2025Q4: 5,831 shares; 2026Q1: 5,826 shares; 2026Q2: 5,472 shares 5,472 $643K 0.02% -354 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,808 shares 7,808 $641K 0.02% -108 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; 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; 2026Q2: 13,304 shares 13,304 $641K 0.02% -938 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,631 shares 2,631 $638K 0.02% +23 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; 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; 2026Q2: 2,402 shares 2,402 $636K 0.02% -872 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 1,227 shares; 2025Q2: 2,170 shares; 2025Q3: 3,156 shares; 2025Q4: 2,014 shares; 2026Q1: 1,600 shares; 2026Q2: 2,292 shares 2,292 $633K 0.02% +692 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,036 shares 13,036 $633K 0.02% -1,100 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; 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; 2026Q2: 5,500 shares 5,500 $618K 0.02% -94 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 3,326 shares; 2025Q2: 3,022 shares; 2025Q3: 3,073 shares; 2025Q4: 3,419 shares; 2026Q1: 3,760 shares; 2026Q2: 4,269 shares 4,269 $617K 0.02% +509 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,961 shares; 2025Q1: 1,996 shares; 2025Q2: 1,834 shares; 2025Q3: 1,778 shares; 2025Q4: 2,119 shares; 2026Q1: 2,247 shares; 2026Q2: 2,501 shares 2,501 $616K 0.02% +254 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: 547 shares; 2025Q2: 591 shares; 2025Q3: 1,250 shares; 2025Q4: 2,162 shares; 2026Q1: 581 shares; 2026Q2: 1,248 shares 1,248 $612K 0.02% +667 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; 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; 2026Q2: 11,540 shares 11,540 $609K 0.02% -3,252 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; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 982 shares; 2025Q2: 915 shares; 2025Q3: 959 shares; 2025Q4: 963 shares; 2026Q1: 2,186 shares; 2026Q2: 2,193 shares 2,193 $605K 0.02% +7 Timeline PRF 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; 2024Q3: restricted; 2024Q4: 7,270 shares; 2025Q1: 11,049 shares; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares; 2026Q2: 11,125 shares 11,125 $601K 0.02% +76 Timeline