AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,894 shares; 2024Q4: 348,988 shares; 2025Q1: 342,447 shares; 2025Q2: 344,807 shares; 2025Q3: 333,894 shares; 2025Q4: 341,995 shares; 2026Q1: 343,985 shares 343,985 $87.3M 4.37% +1,990 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,451 shares; 2024Q4: 705,569 shares; 2025Q1: 723,582 shares; 2025Q2: 687,686 shares; 2025Q3: 680,381 shares; 2025Q4: 670,243 shares; 2026Q1: 673,279 shares 673,279 $78.9M 3.95% +3,036 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948,321 shares; 2024Q4: 994,851 shares; 2025Q1: 1,038,432 shares; 2025Q2: 1,072,776 shares; 2025Q3: 1,097,029 shares; 2025Q4: 1,115,038 shares; 2026Q1: 1,116,124 shares 1,116,124 $66.1M 3.31% +1,086 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,864 shares; 2024Q4: 539,175 shares; 2025Q1: 548,371 shares; 2025Q2: 549,971 shares; 2025Q3: 579,426 shares; 2025Q4: 602,166 shares; 2026Q1: 631,003 shares 631,003 $48.3M 2.42% +28,837 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,367 shares; 2024Q4: 79,311 shares; 2025Q1: 78,046 shares; 2025Q2: 75,417 shares; 2025Q3: 75,321 shares; 2025Q4: 75,285 shares; 2026Q1: 73,210 shares 73,210 $47.8M 2.39% -2,075 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,441 shares; 2024Q4: 239,635 shares; 2025Q1: 242,773 shares; 2025Q2: 247,049 shares; 2025Q3: 251,015 shares; 2025Q4: 254,056 shares; 2026Q1: 265,552 shares 265,552 $46.3M 2.32% +11,496 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,365 shares; 2024Q4: 65,362 shares; 2025Q1: 65,317 shares; 2025Q2: 68,046 shares; 2025Q3: 69,984 shares; 2025Q4: 74,163 shares; 2026Q1: 78,292 shares 78,292 $29M 1.45% +4,129 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,362 shares; 2024Q4: 165,985 shares; 2025Q1: 160,896 shares; 2025Q2: 238,710 shares; 2025Q3: 246,060 shares; 2025Q4: 262,663 shares; 2026Q1: 281,894 shares 281,894 $26M 1.3% +19,231 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,898 shares; 2024Q4: 36,052 shares; 2025Q1: 35,961 shares; 2025Q2: 39,414 shares; 2025Q3: 41,135 shares; 2025Q4: 41,018 shares; 2026Q1: 41,583 shares 41,583 $24M 1.2% +565 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,611 shares; 2024Q4: 258,396 shares; 2025Q1: 257,086 shares; 2025Q2: 253,542 shares; 2025Q3: 248,744 shares; 2025Q4: 253,762 shares; 2026Q1: 256,054 shares 256,054 $23.7M 1.19% +2,292 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,998 shares; 2024Q4: 169,384 shares; 2025Q1: 175,314 shares; 2025Q2: 176,079 shares; 2025Q3: 178,167 shares; 2025Q4: 183,234 shares; 2026Q1: 180,723 shares 180,723 $22.5M 1.12% -2,511 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,996 shares; 2024Q4: 85,408 shares; 2025Q1: 86,240 shares; 2025Q2: 91,065 shares; 2025Q3: 94,117 shares; 2025Q4: 94,758 shares; 2026Q1: 100,438 shares 100,438 $20.9M 1.05% +5,680 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,957 shares; 2024Q4: 148,866 shares; 2025Q1: 153,290 shares; 2025Q2: 159,329 shares; 2025Q3: 158,337 shares; 2025Q4: 170,110 shares; 2026Q1: 191,802 shares 191,802 $18.8M 0.94% +21,692 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,453 shares; 2024Q4: 158,539 shares; 2025Q1: 164,535 shares; 2025Q2: 166,714 shares; 2025Q3: 173,420 shares; 2025Q4: 187,495 shares; 2026Q1: 184,207 shares 184,207 $18.5M 0.93% -3,288 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,572 shares; 2024Q4: 30,260 shares; 2025Q1: 26,424 shares; 2025Q2: 27,216 shares; 2025Q3: 28,510 shares; 2025Q4: 28,487 shares; 2026Q1: 28,351 shares 28,351 $18.4M 0.92% -136 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,539 shares; 2024Q4: 94,368 shares; 2025Q1: 93,819 shares; 2025Q2: 96,454 shares; 2025Q3: 96,533 shares; 2025Q4: 96,027 shares; 2026Q1: 85,149 shares 85,149 $18.3M 0.92% -10,878 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,671 shares; 2024Q4: 240,206 shares; 2025Q1: 236,055 shares; 2025Q2: 233,288 shares; 2025Q3: 234,927 shares; 2025Q4: 229,177 shares; 2026Q1: 225,266 shares 225,266 $17.4M 0.87% -3,911 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,666 shares; 2025Q4: 717,133 shares; 2026Q1: 820,301 shares 820,301 $16.8M 0.84% +103,168 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,594 shares; 2024Q4: 60,726 shares; 2025Q1: 57,441 shares; 2025Q2: 56,219 shares; 2025Q3: 56,862 shares; 2025Q4: 54,065 shares; 2026Q1: 52,139 shares 52,139 $16.7M 0.84% -1,926 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,107 shares; 2024Q4: 615,020 shares; 2025Q1: 678,401 shares; 2025Q2: 711,259 shares; 2025Q3: 753,450 shares; 2025Q4: 777,869 shares; 2026Q1: 850,379 shares 850,379 $16.7M 0.83% +72,510 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; 2024Q2: restricted; 2024Q3: 214,166 shares; 2024Q4: 234,660 shares; 2025Q1: 244,566 shares; 2025Q2: 270,761 shares; 2025Q3: 275,930 shares; 2025Q4: 304,493 shares; 2026Q1: 343,934 shares 343,934 $16.3M 0.82% +39,441 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,384 shares; 2024Q4: 260,634 shares; 2025Q1: 280,429 shares; 2025Q2: 316,171 shares; 2025Q3: 334,319 shares; 2025Q4: 390,584 shares; 2026Q1: 469,532 shares 469,532 $15.7M 0.79% +78,948 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,559 shares; 2024Q4: 100,785 shares; 2025Q1: 99,460 shares; 2025Q2: 101,731 shares; 2025Q3: 105,168 shares; 2025Q4: 107,769 shares; 2026Q1: 108,645 shares 108,645 $15.7M 0.78% +876 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,321 shares; 2024Q4: 228,443 shares; 2025Q1: 237,396 shares; 2025Q2: 254,656 shares; 2025Q3: 266,198 shares; 2025Q4: 289,284 shares; 2026Q1: 336,054 shares 336,054 $15.3M 0.77% +46,770 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,854 shares; 2024Q4: 74,988 shares; 2025Q1: 77,506 shares; 2025Q2: 81,104 shares; 2025Q3: 84,091 shares; 2025Q4: 92,575 shares; 2026Q1: 89,195 shares 89,195 $15.1M 0.76% -3,380 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,582 shares; 2024Q4: 591,199 shares; 2025Q1: 628,897 shares; 2025Q2: 655,569 shares; 2025Q3: 692,022 shares; 2025Q4: 708,629 shares; 2026Q1: 771,743 shares 771,743 $15.1M 0.75% +63,114 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,372 shares; 2024Q4: 49,735 shares; 2025Q1: 51,706 shares; 2025Q2: 55,206 shares; 2025Q3: 56,104 shares; 2025Q4: 58,953 shares; 2026Q1: 61,619 shares 61,619 $15.1M 0.75% +2,666 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,407 shares; 2024Q4: 22,066 shares; 2025Q1: 23,037 shares; 2025Q2: 24,899 shares; 2025Q3: 25,311 shares; 2025Q4: 27,520 shares; 2026Q1: 31,488 shares 31,488 $14.6M 0.73% +3,968 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,552 shares; 2025Q3: 9,053 shares; 2025Q4: 335,423 shares; 2026Q1: 381,859 shares 381,859 $14.2M 0.71% +46,436 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,987 shares; 2024Q4: 71,611 shares; 2025Q1: 75,209 shares; 2025Q2: 79,243 shares; 2025Q3: 79,683 shares; 2025Q4: 89,762 shares; 2026Q1: 105,264 shares 105,264 $13.3M 0.66% +15,502 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,859 shares; 2024Q4: 116,982 shares; 2025Q1: 115,458 shares; 2025Q2: 120,802 shares; 2025Q3: 127,326 shares; 2025Q4: 153,356 shares; 2026Q1: 167,562 shares 167,562 $12.9M 0.65% +14,206 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,539 shares; 2024Q4: 118,448 shares; 2025Q1: 125,649 shares; 2025Q2: 143,550 shares; 2025Q3: 149,075 shares; 2025Q4: 171,419 shares; 2026Q1: 208,127 shares 208,127 $12.8M 0.64% +36,708 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,944 shares; 2024Q4: 40,904 shares; 2025Q1: 40,999 shares; 2025Q2: 42,173 shares; 2025Q3: 41,924 shares; 2025Q4: 42,520 shares; 2026Q1: 43,320 shares 43,320 $12.5M 0.62% +800 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,201 shares; 2024Q4: 120,161 shares; 2025Q1: 129,850 shares; 2025Q2: 156,165 shares; 2025Q3: 164,078 shares; 2025Q4: 168,524 shares; 2026Q1: 178,393 shares 178,393 $12.2M 0.61% +9,869 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,106 shares; 2024Q4: 53,792 shares; 2025Q1: 55,826 shares; 2025Q2: 55,843 shares; 2025Q3: 56,405 shares; 2025Q4: 59,870 shares; 2026Q1: 61,925 shares 61,925 $12.1M 0.61% +2,055 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,112 shares; 2024Q4: 158,236 shares; 2025Q1: 155,426 shares; 2025Q2: 159,117 shares; 2025Q3: 157,583 shares; 2025Q4: 161,689 shares; 2026Q1: 163,953 shares 163,953 $12.1M 0.6% +2,264 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,044 shares; 2024Q4: 220,432 shares; 2025Q1: 219,584 shares; 2025Q2: 228,726 shares; 2025Q3: 225,747 shares; 2025Q4: 256,940 shares; 2026Q1: 263,290 shares 263,290 $12M 0.6% +6,350 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,119 shares; 2025Q1: 7,669 shares; 2025Q2: 9,186 shares; 2025Q3: 9,172 shares; 2025Q4: 45,978 shares; 2026Q1: 48,358 shares 48,358 $12M 0.6% +2,380 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,790 shares; 2024Q4: 163,263 shares; 2025Q1: 163,763 shares; 2025Q2: 165,160 shares; 2025Q3: 164,680 shares; 2025Q4: 165,080 shares; 2026Q1: 166,711 shares 166,711 $11.7M 0.59% +1,631 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,806 shares; 2024Q4: 252,699 shares; 2025Q1: 272,046 shares; 2025Q2: 302,724 shares; 2025Q3: 329,457 shares; 2025Q4: 383,478 shares; 2026Q1: 453,166 shares 453,166 $11.6M 0.58% +69,688 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,470 shares; 2024Q4: 60,608 shares; 2025Q1: 64,857 shares; 2025Q2: 74,058 shares; 2025Q3: 75,937 shares; 2025Q4: 85,929 shares; 2026Q1: 102,182 shares 102,182 $11.4M 0.57% +16,253 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,992 shares; 2024Q4: 106,417 shares; 2025Q1: 106,576 shares; 2025Q2: 108,063 shares; 2025Q3: 107,922 shares; 2025Q4: 109,367 shares; 2026Q1: 146,912 shares 146,912 $11M 0.55% +37,545 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,070 shares; 2024Q4: 345,517 shares; 2025Q1: 345,559 shares; 2025Q2: 367,020 shares; 2025Q3: 395,133 shares; 2025Q4: 229,298 shares; 2026Q1: 245,146 shares 245,146 $11M 0.55% +15,848 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,371 shares; 2024Q4: 144,316 shares; 2025Q1: 158,080 shares; 2025Q2: 175,826 shares; 2025Q3: 187,295 shares; 2025Q4: 222,662 shares; 2026Q1: 267,823 shares 267,823 $10.6M 0.53% +45,161 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,585 shares; 2024Q4: 41,378 shares; 2025Q1: 41,049 shares; 2025Q2: 42,060 shares; 2025Q3: 43,102 shares; 2025Q4: 41,583 shares; 2026Q1: 43,474 shares 43,474 $10.5M 0.53% +1,891 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,071 shares; 2024Q4: 117,359 shares; 2025Q1: 121,279 shares; 2025Q2: 127,112 shares; 2025Q3: 131,651 shares; 2025Q4: 134,469 shares; 2026Q1: 138,526 shares 138,526 $10.5M 0.53% +4,057 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,100 shares; 2024Q4: 120,602 shares; 2025Q1: 120,236 shares; 2025Q2: 111,758 shares; 2025Q3: 111,246 shares; 2025Q4: 110,325 shares; 2026Q1: 109,694 shares 109,694 $10.5M 0.52% -631 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 14,824 shares; 2025Q1: 18,577 shares; 2025Q2: 20,772 shares; 2025Q3: 22,689 shares; 2025Q4: 25,330 shares; 2026Q1: 26,713 shares 26,713 $10.2M 0.51% +1,383 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,845 shares; 2024Q4: 52,732 shares; 2025Q1: 54,093 shares; 2025Q2: 55,476 shares; 2025Q3: 54,959 shares; 2025Q4: 51,500 shares; 2026Q1: 52,596 shares 52,596 $10.1M 0.51% +1,096 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,317 shares; 2024Q4: 170,228 shares; 2025Q1: 172,320 shares; 2025Q2: 183,264 shares; 2025Q3: 187,871 shares; 2025Q4: 194,805 shares; 2026Q1: 197,857 shares 197,857 $9.89M 0.49% +3,052 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,713 shares; 2025Q4: 108,507 shares; 2026Q1: 112,407 shares 112,407 $9.63M 0.48% +3,900 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,870 shares; 2024Q4: 23,837 shares; 2025Q1: 22,982 shares; 2025Q2: 22,858 shares; 2025Q3: 22,872 shares; 2025Q4: 21,815 shares; 2026Q1: 21,997 shares 21,997 $9.61M 0.48% +182 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,037 shares; 2024Q4: 75,651 shares; 2025Q1: 63,079 shares; 2025Q2: 69,994 shares; 2025Q3: 72,451 shares; 2025Q4: 82,160 shares; 2026Q1: 87,461 shares 87,461 $9.04M 0.45% +5,301 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 6,807 shares; 2025Q1: 6,698 shares; 2025Q2: 7,807 shares; 2025Q3: 143,500 shares; 2025Q4: 152,844 shares; 2026Q1: 161,407 shares 161,407 $8.96M 0.45% +8,563 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,361 shares; 2024Q4: 28,764 shares; 2025Q1: 30,588 shares; 2025Q2: 33,948 shares; 2025Q3: 34,813 shares; 2025Q4: 35,408 shares; 2026Q1: 37,615 shares 37,615 $8.94M 0.45% +2,207 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,556 shares; 2024Q4: 26,333 shares; 2025Q1: 27,404 shares; 2025Q2: 30,094 shares; 2025Q3: 29,424 shares; 2025Q4: 29,500 shares; 2026Q1: 31,061 shares 31,061 $8.91M 0.45% +1,561 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,313 shares; 2024Q4: 95,969 shares; 2025Q1: 93,388 shares; 2025Q2: 96,586 shares; 2025Q3: 99,342 shares; 2025Q4: 102,948 shares; 2026Q1: 106,997 shares 106,997 $8.85M 0.44% +4,049 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,041 shares; 2024Q4: 66,098 shares; 2025Q1: 72,022 shares; 2025Q2: 80,784 shares; 2025Q3: 83,010 shares; 2025Q4: 96,046 shares; 2026Q1: 114,771 shares 114,771 $8.52M 0.43% +18,725 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,897 shares; 2024Q4: 55,822 shares; 2025Q1: 57,697 shares; 2025Q2: 58,782 shares; 2025Q3: 58,766 shares; 2025Q4: 57,937 shares; 2026Q1: 73,747 shares 73,747 $8.48M 0.42% +15,810 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 9,722 shares; 2025Q1: 10,110 shares; 2025Q2: 13,597 shares; 2025Q3: 16,424 shares; 2025Q4: 17,001 shares; 2026Q1: 19,650 shares 19,650 $8.46M 0.42% +2,649 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,372 shares; 2024Q4: 22,236 shares; 2025Q1: 22,671 shares; 2025Q2: 22,612 shares; 2025Q3: 23,104 shares; 2025Q4: 23,456 shares; 2026Q1: 27,425 shares 27,425 $8.07M 0.4% +3,969 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,792 shares; 2024Q4: 200,897 shares; 2025Q1: 205,712 shares; 2025Q2: 225,864 shares; 2025Q3: 214,686 shares; 2025Q4: 227,682 shares; 2026Q1: 236,097 shares 236,097 $7.97M 0.4% +8,415 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,796 shares; 2024Q4: 56,283 shares; 2025Q1: 56,944 shares; 2025Q2: 57,299 shares; 2025Q3: 58,670 shares; 2025Q4: 54,959 shares; 2026Q1: 54,042 shares 54,042 $7.89M 0.39% -917 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,810 shares; 2024Q4: 37,245 shares; 2025Q1: 37,588 shares; 2025Q2: 38,128 shares; 2025Q3: 37,314 shares; 2025Q4: 35,194 shares; 2026Q1: 35,646 shares 35,646 $7.74M 0.39% +452 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 12,805 shares; 2025Q1: 12,810 shares; 2025Q2: 13,307 shares; 2025Q3: 13,897 shares; 2025Q4: 14,732 shares; 2026Q1: 16,109 shares 16,109 $7.72M 0.39% +1,377 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,901 shares; 2024Q4: 53,429 shares; 2025Q1: 53,964 shares; 2025Q2: 56,506 shares; 2025Q3: 56,311 shares; 2025Q4: 55,921 shares; 2026Q1: 57,706 shares 57,706 $7.56M 0.38% +1,785 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,177 shares; 2024Q4: 136,347 shares; 2025Q1: 138,238 shares; 2025Q2: 142,016 shares; 2025Q3: 143,038 shares; 2025Q4: 141,506 shares; 2026Q1: 142,778 shares 142,778 $7.5M 0.38% +1,272 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 10,622 shares; 2025Q1: 10,779 shares; 2025Q2: 11,034 shares; 2025Q3: 11,460 shares; 2025Q4: 12,049 shares; 2026Q1: 12,949 shares 12,949 $7.41M 0.37% +900 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,739 shares; 2024Q4: 22,892 shares; 2025Q1: 23,195 shares; 2025Q2: 23,675 shares; 2025Q3: 25,250 shares; 2025Q4: 30,012 shares; 2026Q1: 33,591 shares 33,591 $6.95M 0.35% +3,579 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 16,777 shares; 2025Q1: 18,399 shares; 2025Q2: 20,401 shares; 2025Q3: 19,717 shares; 2025Q4: 18,737 shares; 2026Q1: 18,681 shares 18,681 $6.94M 0.35% -56 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 46,930 shares; 2025Q1: 47,130 shares; 2025Q2: 186,511 shares; 2025Q3: 203,461 shares; 2025Q4: 221,639 shares; 2026Q1: 233,370 shares 233,370 $6.88M 0.34% +11,731 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,617 shares; 2024Q4: 85,966 shares; 2025Q1: 86,604 shares; 2025Q2: 85,916 shares; 2025Q3: 84,715 shares; 2025Q4: 83,396 shares; 2026Q1: 80,406 shares 80,406 $6.82M 0.34% -2,990 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,835 shares; 2024Q4: 7,928 shares; 2025Q1: 7,890 shares; 2025Q2: 8,265 shares; 2025Q3: 8,349 shares; 2025Q4: 7,916 shares; 2026Q1: 7,524 shares 7,524 $6.74M 0.34% -392 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,082 shares; 2025Q1: 4,030 shares; 2025Q2: 4,136 shares; 2025Q3: 4,434 shares; 2025Q4: 5,133 shares; 2026Q1: 9,468 shares 9,468 $6.71M 0.34% +4,335 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,892 shares; 2024Q4: 53,564 shares; 2025Q1: 53,767 shares; 2025Q2: 55,693 shares; 2025Q3: 57,747 shares; 2025Q4: 57,997 shares; 2026Q1: 60,463 shares 60,463 $6.63M 0.33% +2,466 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,461 shares; 2024Q4: 47,741 shares; 2025Q1: 49,641 shares; 2025Q2: 51,153 shares; 2025Q3: 52,758 shares; 2025Q4: 55,347 shares; 2026Q1: 58,366 shares 58,366 $6.61M 0.33% +3,019 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,469 shares; 2024Q4: 22,307 shares; 2025Q1: 22,873 shares; 2025Q2: 24,149 shares; 2025Q3: 25,942 shares; 2025Q4: 26,422 shares; 2026Q1: 27,507 shares 27,507 $6.5M 0.33% +1,085 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,137 shares; 2024Q4: 26,518 shares; 2025Q1: 26,951 shares; 2025Q2: 28,601 shares; 2025Q3: 29,888 shares; 2025Q4: 30,241 shares; 2026Q1: 31,146 shares 31,146 $6.49M 0.32% +905 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,751 shares; 2024Q4: 10,078 shares; 2025Q1: 14,257 shares; 2025Q2: 15,855 shares; 2025Q3: 17,001 shares; 2025Q4: 18,570 shares; 2026Q1: 19,984 shares 19,984 $6.19M 0.31% +1,414 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,909 shares; 2024Q4: 49,900 shares; 2025Q1: 51,007 shares; 2025Q2: 82,056 shares; 2025Q3: 101,685 shares; 2025Q4: 98,620 shares; 2026Q1: 89,793 shares 89,793 $6.12M 0.31% -8,827 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,918 shares; 2024Q4: 87,450 shares; 2025Q1: 87,156 shares; 2025Q2: 87,110 shares; 2025Q3: 87,981 shares; 2025Q4: 87,519 shares; 2026Q1: 87,172 shares 87,172 $5.89M 0.29% -347 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,004 shares 126,004 $5.85M 0.29% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,041 shares; 2024Q4: 65,972 shares; 2025Q1: 66,288 shares; 2025Q2: 65,506 shares; 2025Q3: 65,472 shares; 2025Q4: 65,960 shares; 2026Q1: 65,921 shares 65,921 $5.83M 0.29% -39 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,820 shares; 2024Q4: 16,187 shares; 2025Q1: 17,795 shares; 2025Q2: 19,766 shares; 2025Q3: 20,322 shares; 2025Q4: 21,309 shares; 2026Q1: 21,896 shares 21,896 $5.83M 0.29% +587 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,968 shares; 2024Q4: 132,656 shares; 2025Q1: 129,699 shares; 2025Q2: 124,796 shares; 2025Q3: 121,388 shares; 2025Q4: 119,055 shares; 2026Q1: 119,291 shares 119,291 $5.76M 0.29% +236 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,607 shares; 2025Q1: 4,518 shares; 2025Q2: 4,916 shares; 2025Q3: 4,963 shares; 2025Q4: 5,888 shares; 2026Q1: 5,761 shares 5,761 $5.74M 0.29% -127 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,343 shares; 2025Q1: 4,448 shares; 2025Q2: 4,703 shares; 2025Q3: 4,900 shares; 2025Q4: 5,022 shares; 2026Q1: 5,221 shares 5,221 $5.7M 0.28% +199 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 9,005 shares; 2025Q1: 9,425 shares; 2025Q2: 10,004 shares; 2025Q3: 10,322 shares; 2025Q4: 10,821 shares; 2026Q1: 11,472 shares 11,472 $5.69M 0.28% +651 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,281 shares; 2024Q4: 128,266 shares; 2025Q1: 129,811 shares; 2025Q2: 131,922 shares; 2025Q3: 130,487 shares; 2025Q4: 123,804 shares; 2026Q1: 123,678 shares 123,678 $5.67M 0.28% -126 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,664 shares; 2024Q4: 150,139 shares; 2025Q1: 151,240 shares; 2025Q2: 153,733 shares; 2025Q3: 153,109 shares; 2025Q4: 156,285 shares; 2026Q1: 157,505 shares 157,505 $5.57M 0.28% +1,220 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,311 shares; 2024Q4: 114,947 shares; 2025Q1: 121,847 shares; 2025Q2: 133,008 shares; 2025Q3: 140,202 shares; 2025Q4: 163,155 shares; 2026Q1: 194,334 shares 194,334 $5.57M 0.28% +31,179 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,870 shares; 2025Q1: 3,687 shares; 2025Q2: 4,211 shares; 2025Q3: 3,970 shares; 2025Q4: 8,509 shares; 2026Q1: 8,849 shares 8,849 $5.35M 0.27% +340 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,811 shares; 2024Q4: 18,765 shares; 2025Q1: 18,083 shares; 2025Q2: 18,848 shares; 2025Q3: 19,413 shares; 2025Q4: 19,688 shares; 2026Q1: 20,419 shares 20,419 $5.35M 0.27% +731 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,829 shares; 2024Q4: 166,697 shares; 2025Q1: 163,645 shares; 2025Q2: 165,716 shares; 2025Q3: 165,262 shares; 2025Q4: 170,868 shares; 2026Q1: 175,734 shares 175,734 $5.09M 0.25% +4,866 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 20,620 shares; 2025Q1: 21,024 shares; 2025Q2: 22,233 shares; 2025Q3: 26,400 shares; 2025Q4: 49,582 shares; 2026Q1: 117,412 shares 117,412 $4.99M 0.25% +67,830 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,975 shares; 2024Q4: 47,424 shares; 2025Q1: 50,320 shares; 2025Q2: 54,124 shares; 2025Q3: 57,079 shares; 2025Q4: 60,309 shares; 2026Q1: 65,118 shares 65,118 $4.92M 0.25% +4,809 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,431 shares; 2024Q4: 44,872 shares; 2025Q1: 47,574 shares; 2025Q2: 51,885 shares; 2025Q3: 52,906 shares; 2025Q4: 59,811 shares; 2026Q1: 70,003 shares 70,003 $4.89M 0.24% +10,192 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,047 shares; 2024Q4: 61,155 shares; 2025Q1: 59,899 shares; 2025Q2: 58,012 shares; 2025Q3: 56,974 shares; 2025Q4: 57,042 shares; 2026Q1: 56,853 shares 56,853 $4.83M 0.24% -189 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,741 shares; 2024Q4: 16,940 shares; 2025Q1: 17,937 shares; 2025Q2: 20,351 shares; 2025Q3: 20,569 shares; 2025Q4: 38,708 shares; 2026Q1: 36,173 shares 36,173 $4.81M 0.24% -2,535 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,823 shares; 2025Q1: 4,142 shares; 2025Q2: 4,339 shares; 2025Q3: 5,348 shares; 2025Q4: 5,338 shares; 2026Q1: 5,213 shares 5,213 $4.79M 0.24% -125 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 12,888 shares; 2025Q3: 39,717 shares; 2025Q4: 41,450 shares; 2026Q1: 42,601 shares 42,601 $4.78M 0.24% +1,151 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,164 shares; 2025Q3: 80,170 shares; 2025Q4: 84,610 shares; 2026Q1: 86,342 shares 86,342 $4.4M 0.22% +1,732 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 14,495 shares; 2025Q1: 13,880 shares; 2025Q2: 14,439 shares; 2025Q3: 14,774 shares; 2025Q4: 14,667 shares; 2026Q1: 15,138 shares 15,138 $4.35M 0.22% +471 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,515 shares; 2024Q4: 63,793 shares; 2025Q1: 66,516 shares; 2025Q2: 70,213 shares; 2025Q3: 71,392 shares; 2025Q4: 79,056 shares; 2026Q1: 92,098 shares 92,098 $4.32M 0.22% +13,042 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 11,585 shares; 2025Q1: 11,747 shares; 2025Q2: 12,661 shares; 2025Q3: 20,897 shares; 2025Q4: 29,640 shares; 2026Q1: 32,255 shares 32,255 $4.23M 0.21% +2,615 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,778 shares; 2025Q1: 2,938 shares; 2025Q2: 3,210 shares; 2025Q3: 3,358 shares; 2025Q4: 40,174 shares; 2026Q1: 43,848 shares 43,848 $4.22M 0.21% +3,674 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,893 shares; 2024Q4: 22,577 shares; 2025Q1: 22,446 shares; 2025Q2: 22,746 shares; 2025Q3: 22,431 shares; 2025Q4: 22,370 shares; 2026Q1: 21,960 shares 21,960 $4.21M 0.21% -410 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 4,685 shares; 2025Q1: 7,096 shares; 2025Q2: 9,015 shares; 2025Q3: 9,948 shares; 2025Q4: 22,985 shares; 2026Q1: 23,186 shares 23,186 $4.21M 0.21% +201 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,785 shares; 2025Q1: 6,669 shares; 2025Q2: 6,757 shares; 2025Q3: 7,187 shares; 2025Q4: 6,651 shares; 2026Q1: 6,963 shares 6,963 $4.16M 0.21% +312 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,881 shares; 2025Q2: 19,252 shares; 2025Q3: 26,771 shares; 2025Q4: 33,444 shares; 2026Q1: 37,399 shares 37,399 $4.14M 0.21% +3,955 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,985 shares; 2024Q4: 104,135 shares; 2025Q1: 94,459 shares; 2025Q2: 93,571 shares; 2025Q3: 92,677 shares; 2025Q4: 89,104 shares; 2026Q1: 86,630 shares 86,630 $4.07M 0.2% -2,474 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,412 shares; 2024Q4: 52,344 shares; 2025Q1: 53,841 shares; 2025Q2: 54,576 shares; 2025Q3: 54,965 shares; 2025Q4: 57,833 shares; 2026Q1: 60,753 shares 60,753 $4.01M 0.2% +2,920 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,664 shares; 2024Q4: 36,996 shares; 2025Q1: 88,378 shares; 2025Q2: 91,964 shares; 2025Q3: 91,714 shares; 2025Q4: 92,426 shares; 2026Q1: 100,841 shares 100,841 $3.98M 0.2% +8,415 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,658 shares; 2025Q1: 10,181 shares; 2025Q2: 10,714 shares; 2025Q3: 11,785 shares; 2025Q4: 13,782 shares; 2026Q1: 13,963 shares 13,963 $3.96M 0.2% +181 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,966 shares; 2025Q4: 157,098 shares; 2026Q1: 153,880 shares 153,880 $3.94M 0.2% -3,218 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 12,259 shares; 2025Q1: 12,784 shares; 2025Q2: 12,861 shares; 2025Q3: 13,094 shares; 2025Q4: 12,745 shares; 2026Q1: 12,560 shares 12,560 $3.8M 0.19% -185 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,756 shares; 2024Q4: 74,067 shares; 2025Q1: 74,504 shares; 2025Q2: 83,174 shares; 2025Q3: 80,132 shares; 2025Q4: 81,032 shares; 2026Q1: 78,104 shares 78,104 $3.71M 0.19% -2,928 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 7,047 shares; 2025Q1: 7,283 shares; 2025Q2: 7,946 shares; 2025Q3: 8,813 shares; 2025Q4: 12,504 shares; 2026Q1: 13,460 shares 13,460 $3.67M 0.18% +956 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,431 shares; 2024Q4: 61,274 shares; 2025Q1: 64,936 shares; 2025Q2: 63,943 shares; 2025Q3: 63,413 shares; 2025Q4: 64,535 shares; 2026Q1: 64,718 shares 64,718 $3.66M 0.18% +183 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,915 shares; 2025Q1: 6,842 shares; 2025Q2: 6,349 shares; 2025Q3: 6,186 shares; 2025Q4: 10,747 shares; 2026Q1: 11,108 shares 11,108 $3.65M 0.18% +361 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,517 shares; 2024Q4: 51,695 shares; 2025Q1: 62,816 shares; 2025Q2: 63,678 shares; 2025Q3: 73,495 shares; 2025Q4: 75,558 shares; 2026Q1: 70,987 shares 70,987 $3.59M 0.18% -4,571 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 9,510 shares; 2025Q1: 9,413 shares; 2025Q2: 10,325 shares; 2025Q3: 10,130 shares; 2025Q4: 11,412 shares; 2026Q1: 11,514 shares 11,514 $3.58M 0.18% +102 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 48,748 shares; 2025Q1: 47,999 shares; 2025Q2: 50,513 shares; 2025Q3: 51,826 shares; 2025Q4: 53,234 shares; 2026Q1: 55,821 shares 55,821 $3.58M 0.18% +2,587 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 12,450 shares; 2025Q1: 12,457 shares; 2025Q2: 11,468 shares; 2025Q3: 11,489 shares; 2025Q4: 11,850 shares; 2026Q1: 11,867 shares 11,867 $3.57M 0.18% +17 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,910 shares; 2024Q4: 42,397 shares; 2025Q1: 42,886 shares; 2025Q2: 43,307 shares; 2025Q3: 45,578 shares; 2025Q4: 47,466 shares; 2026Q1: 45,938 shares 45,938 $3.56M 0.18% -1,528 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 7,121 shares; 2025Q1: 7,294 shares; 2025Q2: 8,617 shares; 2025Q3: 9,333 shares; 2025Q4: 9,436 shares; 2026Q1: 10,400 shares 10,400 $3.51M 0.18% +964 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 11,629 shares; 2025Q1: 11,432 shares; 2025Q2: 11,339 shares; 2025Q3: 11,538 shares; 2025Q4: 11,326 shares; 2026Q1: 11,290 shares 11,290 $3.41M 0.17% -36 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,790 shares; 2024Q4: 49,256 shares; 2025Q1: 55,006 shares; 2025Q2: 56,392 shares; 2025Q3: 51,486 shares; 2025Q4: 53,185 shares; 2026Q1: 54,424 shares 54,424 $3.4M 0.17% +1,239 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,073 shares; 2024Q4: 66,042 shares; 2025Q1: 67,231 shares; 2025Q2: 66,896 shares; 2025Q3: 67,949 shares; 2025Q4: 65,960 shares; 2026Q1: 67,066 shares 67,066 $3.35M 0.17% +1,106 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,358 shares; 2024Q4: 37,385 shares; 2025Q1: 37,385 shares; 2025Q2: 37,412 shares; 2025Q3: 37,408 shares; 2025Q4: 37,436 shares; 2026Q1: 38,102 shares 38,102 $3.3M 0.17% +666 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 13,014 shares; 2025Q1: 12,832 shares; 2025Q2: 12,904 shares; 2025Q3: 13,533 shares; 2025Q4: 13,611 shares; 2026Q1: 15,104 shares 15,104 $3.28M 0.16% +1,493 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,957 shares; 2024Q4: 14,685 shares; 2025Q1: 15,496 shares; 2025Q2: 13,413 shares; 2025Q3: 13,234 shares; 2025Q4: 15,545 shares; 2026Q1: 16,480 shares 16,480 $3.28M 0.16% +935 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,557 shares; 2024Q4: 62,793 shares; 2025Q1: 63,287 shares; 2025Q2: 59,755 shares; 2025Q3: 56,547 shares; 2025Q4: 56,220 shares; 2026Q1: 54,840 shares 54,840 $3.28M 0.16% -1,380 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,263 shares; 2024Q4: 43,473 shares; 2025Q1: 43,866 shares; 2025Q2: 45,711 shares; 2025Q3: 49,806 shares; 2025Q4: 55,877 shares; 2026Q1: 60,464 shares 60,464 $3.27M 0.16% +4,587 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 10,029 shares; 2025Q1: 10,270 shares; 2025Q2: 11,820 shares; 2025Q3: 13,647 shares; 2025Q4: 13,951 shares; 2026Q1: 15,942 shares 15,942 $3.24M 0.16% +1,991 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,379 shares; 2024Q4: 67,695 shares; 2025Q1: 68,962 shares; 2025Q2: 67,998 shares; 2025Q3: 68,515 shares; 2025Q4: 68,368 shares; 2026Q1: 69,845 shares 69,845 $3.24M 0.16% +1,477 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,863 shares; 2024Q4: 26,730 shares; 2025Q1: 26,515 shares; 2025Q2: 26,586 shares; 2025Q3: 26,139 shares; 2025Q4: 25,971 shares; 2026Q1: 25,887 shares 25,887 $3.22M 0.16% -84 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,556 shares; 2024Q4: 62,921 shares; 2025Q1: 62,654 shares; 2025Q2: 63,383 shares; 2025Q3: 64,754 shares; 2025Q4: 64,225 shares; 2026Q1: 64,029 shares 64,029 $3.12M 0.16% -196 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,326 shares; 2024Q4: 89,948 shares; 2025Q1: 82,994 shares; 2025Q2: 82,305 shares; 2025Q3: 91,677 shares; 2025Q4: 93,044 shares; 2026Q1: 45,585 shares 45,585 $3.08M 0.15% -47,459 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,996 shares; 2024Q4: 70,918 shares; 2025Q1: 73,681 shares; 2025Q2: 74,494 shares; 2025Q3: 72,253 shares; 2025Q4: 68,868 shares; 2026Q1: 62,152 shares 62,152 $3.07M 0.15% -6,716 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,912 shares; 2024Q4: 82,391 shares; 2025Q1: 88,983 shares; 2025Q2: 96,584 shares; 2025Q3: 99,379 shares; 2025Q4: 106,372 shares; 2026Q1: 109,250 shares 109,250 $3.07M 0.15% +2,878 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,367 shares; 2024Q4: 26,460 shares; 2025Q1: 26,544 shares; 2025Q2: 24,296 shares; 2025Q3: 24,236 shares; 2025Q4: 28,871 shares; 2026Q1: 27,646 shares 27,646 $3.04M 0.15% -1,225 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,202 shares; 2024Q4: 58,283 shares; 2025Q1: 59,751 shares; 2025Q2: 63,828 shares; 2025Q3: 64,047 shares; 2025Q4: 67,331 shares; 2026Q1: 68,381 shares 68,381 $3M 0.15% +1,050 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: 34,182 shares; 2025Q1: 34,182 shares; 2025Q2: 34,122 shares; 2025Q3: 36,498 shares; 2025Q4: 62,020 shares; 2026Q1: 74,269 shares 74,269 $2.98M 0.15% +12,249 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,320 shares; 2025Q1: 14,111 shares; 2025Q2: 15,722 shares; 2025Q3: 17,272 shares; 2025Q4: 31,847 shares; 2026Q1: 37,963 shares 37,963 $2.98M 0.15% +6,116 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 10,368 shares; 2025Q2: 12,423 shares; 2025Q3: 14,838 shares; 2025Q4: 15,648 shares; 2026Q1: 18,122 shares 18,122 $2.96M 0.15% +2,474 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 2,523 shares; 2025Q2: 2,601 shares; 2025Q3: 3,027 shares; 2025Q4: 3,188 shares; 2026Q1: 3,390 shares 3,390 $2.96M 0.15% +202 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,377 shares; 2025Q1: 3,618 shares; 2025Q2: 4,163 shares; 2025Q3: 9,290 shares; 2025Q4: 10,477 shares; 2026Q1: 11,456 shares 11,456 $2.91M 0.15% +979 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,249 shares; 2025Q4: 50,918 shares; 2026Q1: 117,385 shares 117,385 $2.84M 0.14% +66,467 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,048 shares; 2024Q4: 29,956 shares; 2025Q1: 34,857 shares; 2025Q2: 38,436 shares; 2025Q3: 40,874 shares; 2025Q4: 41,972 shares; 2026Q1: 56,502 shares 56,502 $2.84M 0.14% +14,530 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,172 shares; 2024Q4: 20,515 shares; 2025Q1: 20,938 shares; 2025Q2: 21,654 shares; 2025Q3: 21,507 shares; 2025Q4: 44,370 shares; 2026Q1: 45,024 shares 45,024 $2.76M 0.14% +654 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,954 shares; 2025Q3: 5,917 shares; 2025Q4: 5,860 shares; 2026Q1: 6,461 shares 6,461 $2.75M 0.14% +601 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,193 shares; 2025Q1: 20,976 shares; 2025Q2: 22,897 shares; 2025Q3: 22,651 shares; 2025Q4: 27,487 shares; 2026Q1: 29,620 shares 29,620 $2.75M 0.14% +2,133 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,225 shares; 2024Q4: 41,660 shares; 2025Q1: 44,813 shares; 2025Q2: 47,387 shares; 2025Q3: 48,164 shares; 2025Q4: 51,369 shares; 2026Q1: 52,045 shares 52,045 $2.71M 0.14% +676 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,281 shares; 2024Q4: 22,102 shares; 2025Q1: 21,737 shares; 2025Q2: 22,577 shares; 2025Q3: 22,710 shares; 2025Q4: 22,616 shares; 2026Q1: 22,082 shares 22,082 $2.66M 0.13% -534 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 6,163 shares; 2025Q1: 6,351 shares; 2025Q2: 6,644 shares; 2025Q3: 6,982 shares; 2025Q4: 7,456 shares; 2026Q1: 7,673 shares 7,673 $2.63M 0.13% +217 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 20,538 shares; 2025Q1: 24,226 shares; 2025Q2: 24,375 shares; 2025Q3: 24,378 shares; 2025Q4: 25,719 shares; 2026Q1: 26,962 shares 26,962 $2.61M 0.13% +1,243 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,865 shares; 2024Q4: 31,546 shares; 2025Q1: 29,253 shares; 2025Q2: 29,193 shares; 2025Q3: 28,800 shares; 2025Q4: 27,857 shares; 2026Q1: 27,737 shares 27,737 $2.57M 0.13% -120 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,490 shares; 2025Q2: 28,282 shares; 2025Q3: 43,435 shares; 2025Q4: 45,505 shares; 2026Q1: 50,605 shares 50,605 $2.57M 0.13% +5,100 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,862 shares; 2024Q4: 13,589 shares; 2025Q1: 11,892 shares; 2025Q2: 12,693 shares; 2025Q3: 13,692 shares; 2025Q4: 14,787 shares; 2026Q1: 16,352 shares 16,352 $2.54M 0.13% +1,565 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 12,167 shares; 2025Q1: 12,946 shares; 2025Q2: 15,232 shares; 2025Q3: 15,241 shares; 2025Q4: 15,398 shares; 2026Q1: 15,166 shares 15,166 $2.51M 0.13% -232 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,621 shares; 2025Q3: 22,170 shares; 2025Q4: 25,079 shares; 2026Q1: 29,570 shares 29,570 $2.5M 0.13% +4,491 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,689 shares; 2025Q1: 3,032 shares; 2025Q2: 3,493 shares; 2025Q3: 12,419 shares; 2025Q4: 15,258 shares; 2026Q1: 18,706 shares 18,706 $2.49M 0.12% +3,448 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 35,049 shares; 2025Q1: 35,257 shares; 2025Q2: 35,957 shares; 2025Q3: 36,401 shares; 2025Q4: 39,198 shares; 2026Q1: 38,787 shares 38,787 $2.49M 0.12% -411 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 4,434 shares; 2025Q1: 4,533 shares; 2025Q2: 5,029 shares; 2025Q3: 4,831 shares; 2025Q4: 4,779 shares; 2026Q1: 4,939 shares 4,939 $2.47M 0.12% +160 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 8,485 shares; 2025Q1: 10,348 shares; 2025Q2: 11,660 shares; 2025Q3: 12,064 shares; 2025Q4: 15,537 shares; 2026Q1: 16,532 shares 16,532 $2.43M 0.12% +995 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 10,006 shares; 2025Q1: 10,044 shares; 2025Q2: 10,696 shares; 2025Q3: 10,306 shares; 2025Q4: 10,393 shares; 2026Q1: 21,294 shares 21,294 $2.41M 0.12% +10,901 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,729 shares; 2024Q4: 17,697 shares; 2025Q1: 18,072 shares; 2025Q2: 21,109 shares; 2025Q3: 21,223 shares; 2025Q4: 21,247 shares; 2026Q1: 24,365 shares 24,365 $2.37M 0.12% +3,118 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,339 shares; 2024Q4: 226,826 shares; 2025Q1: 241,860 shares; 2025Q2: 116,056 shares; 2025Q3: 111,973 shares; 2025Q4: 105,823 shares; 2026Q1: 53,251 shares 53,251 $2.32M 0.12% -52,572 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,188 shares; 2025Q1: 4,163 shares; 2025Q2: 4,173 shares; 2025Q3: 4,187 shares; 2025Q4: 4,483 shares; 2026Q1: 7,096 shares 7,096 $2.31M 0.12% +2,613 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 24,008 shares; 2025Q1: 23,562 shares; 2025Q2: 20,437 shares; 2025Q3: 20,364 shares; 2025Q4: 20,259 shares; 2026Q1: 18,584 shares 18,584 $2.25M 0.11% -1,675 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,210 shares; 2025Q1: 3,390 shares; 2025Q2: 3,429 shares; 2025Q3: 3,359 shares; 2025Q4: 3,347 shares; 2026Q1: 3,977 shares 3,977 $2.24M 0.11% +630 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 7,729 shares; 2025Q1: 7,731 shares; 2025Q2: 7,974 shares; 2025Q3: 8,174 shares; 2025Q4: 8,627 shares; 2026Q1: 10,217 shares 10,217 $2.23M 0.11% +1,590 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,886 shares; 2024Q4: 41,261 shares; 2025Q1: 51,341 shares; 2025Q2: 52,166 shares; 2025Q3: 53,102 shares; 2025Q4: 57,467 shares; 2026Q1: 65,521 shares 65,521 $2.21M 0.11% +8,054 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,306 shares; 2025Q1: 3,565 shares; 2025Q2: 3,714 shares; 2025Q3: 4,052 shares; 2025Q4: 4,125 shares; 2026Q1: 4,104 shares 4,104 $2.21M 0.11% -21 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 77,618 shares; 2025Q1: 76,128 shares; 2025Q2: 71,901 shares; 2025Q3: 73,818 shares; 2025Q4: 75,115 shares; 2026Q1: 75,134 shares 75,134 $2.19M 0.11% +19 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,260 shares; 2024Q4: 48,252 shares; 2025Q1: 48,252 shares; 2025Q2: 48,237 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares; 2026Q1: 48,237 shares 48,237 $2.19M 0.11% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 14,074 shares; 2025Q1: 14,298 shares; 2025Q2: 14,550 shares; 2025Q3: 14,938 shares; 2025Q4: 15,975 shares; 2026Q1: 16,505 shares 16,505 $2.16M 0.11% +530 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,126 shares; 2024Q4: 37,333 shares; 2025Q1: 55,819 shares; 2025Q2: 60,020 shares; 2025Q3: 71,860 shares; 2025Q4: 89,379 shares; 2026Q1: 93,505 shares 93,505 $2.15M 0.11% +4,126 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,825 shares; 2024Q4: 27,024 shares; 2025Q1: 25,472 shares; 2025Q2: 25,392 shares; 2025Q3: 25,596 shares; 2025Q4: 25,176 shares; 2026Q1: 20,107 shares 20,107 $2.13M 0.11% -5,069 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,842 shares; 2025Q1: 7,903 shares; 2025Q2: 8,163 shares; 2025Q3: 8,654 shares; 2025Q4: 17,532 shares; 2026Q1: 17,469 shares 17,469 $2.11M 0.11% -63 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,327 shares; 2025Q1: 8,366 shares; 2025Q2: 11,110 shares; 2025Q3: 11,654 shares; 2025Q4: 11,751 shares; 2026Q1: 14,297 shares 14,297 $2.09M 0.1% +2,546 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,648 shares; 2025Q2: 16,619 shares; 2025Q3: 36,632 shares; 2025Q4: 64,079 shares; 2026Q1: 76,876 shares 76,876 $2.09M 0.1% +12,797 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 20,040 shares; 2025Q1: 19,994 shares; 2025Q2: 20,297 shares; 2025Q3: 20,300 shares; 2025Q4: 19,468 shares; 2026Q1: 18,422 shares 18,422 $2.08M 0.1% -1,046 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 3,841 shares; 2025Q1: 4,211 shares; 2025Q2: 4,476 shares; 2025Q3: 4,448 shares; 2025Q4: 10,563 shares; 2026Q1: 11,138 shares 11,138 $2.08M 0.1% +575 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,378 shares; 2024Q4: 25,874 shares; 2025Q1: 25,884 shares; 2025Q2: 30,378 shares; 2025Q3: 32,230 shares; 2025Q4: 34,119 shares; 2026Q1: 34,219 shares 34,219 $2.08M 0.1% +100 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,074 shares; 2024Q4: 107,527 shares; 2025Q1: 104,408 shares; 2025Q2: 94,754 shares; 2025Q3: 93,512 shares; 2025Q4: 99,295 shares; 2026Q1: 92,172 shares 92,172 $2.06M 0.1% -7,123 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 9,450 shares; 2026Q1: 49,448 shares 49,448 $2.04M 0.1% +39,998 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,604 shares; 2024Q4: 19,589 shares; 2025Q1: 19,252 shares; 2025Q2: 20,327 shares; 2025Q3: 20,372 shares; 2025Q4: 21,344 shares; 2026Q1: 21,012 shares 21,012 $2.03M 0.1% -332 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,295 shares; 2024Q4: 48,145 shares; 2025Q1: 49,045 shares; 2025Q2: 45,920 shares; 2025Q3: 45,620 shares; 2025Q4: 45,285 shares; 2026Q1: 42,200 shares 42,200 $2.01M 0.1% -3,085 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 6,737 shares; 2025Q2: 7,447 shares; 2025Q3: 8,056 shares; 2025Q4: 10,394 shares; 2026Q1: 11,586 shares 11,586 $2M 0.1% +1,192 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,914 shares; 2024Q4: 13,424 shares; 2025Q1: 20,586 shares; 2025Q2: 28,376 shares; 2025Q3: 31,290 shares; 2025Q4: 36,376 shares; 2026Q1: 39,410 shares 39,410 $2M 0.1% +3,034 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 9,436 shares; 2025Q1: 12,535 shares; 2025Q2: 15,888 shares; 2025Q3: 17,139 shares; 2025Q4: 18,644 shares; 2026Q1: 19,267 shares 19,267 $1.99M 0.1% +623 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,541 shares; 2024Q4: 61,126 shares; 2025Q1: 58,801 shares; 2025Q2: 48,321 shares; 2025Q3: 46,846 shares; 2025Q4: 47,079 shares; 2026Q1: 46,465 shares 46,465 $1.97M 0.1% -614 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,658 shares; 2024Q4: 19,544 shares; 2025Q1: 19,178 shares; 2025Q2: 16,170 shares; 2025Q3: 16,132 shares; 2025Q4: 16,066 shares; 2026Q1: 14,916 shares 14,916 $1.97M 0.1% -1,150 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,114 shares 18,114 $1.97M 0.1% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 12,512 shares; 2025Q4: 28,926 shares; 2026Q1: 36,846 shares 36,846 $1.94M 0.1% +7,920 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,696 shares; 2025Q4: 19,966 shares; 2026Q1: 19,454 shares 19,454 $1.94M 0.1% -512 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,585 shares; 2025Q1: 5,171 shares; 2025Q2: 5,061 shares; 2025Q3: 5,568 shares; 2025Q4: 5,113 shares; 2026Q1: 5,708 shares 5,708 $1.93M 0.1% +595 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 20,213 shares; 2025Q1: 19,827 shares; 2025Q2: 17,954 shares; 2025Q3: 17,931 shares; 2025Q4: 17,898 shares; 2026Q1: 17,094 shares 17,094 $1.92M 0.1% -804 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,425 shares; 2025Q1: 8,943 shares; 2025Q2: 10,095 shares; 2025Q3: 10,865 shares; 2025Q4: 11,322 shares; 2026Q1: 11,678 shares 11,678 $1.92M 0.1% +356 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,071 shares; 2024Q4: 40,196 shares; 2025Q1: 41,166 shares; 2025Q2: 38,860 shares; 2025Q3: 38,965 shares; 2025Q4: 39,658 shares; 2026Q1: 39,283 shares 39,283 $1.91M 0.1% -375 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,729 shares; 2025Q1: 3,904 shares; 2025Q2: 3,902 shares; 2025Q3: 4,102 shares; 2025Q4: 5,481 shares; 2026Q1: 6,004 shares 6,004 $1.88M 0.09% +523 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,185 shares; 2024Q4: 17,091 shares; 2025Q1: 16,305 shares; 2025Q2: 16,291 shares; 2025Q3: 16,665 shares; 2025Q4: 16,961 shares; 2026Q1: 18,285 shares 18,285 $1.88M 0.09% +1,324 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 13,949 shares; 2025Q1: 14,989 shares; 2025Q2: 14,843 shares; 2025Q3: 14,867 shares; 2025Q4: 16,324 shares; 2026Q1: 14,161 shares 14,161 $1.87M 0.09% -2,163 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,204 shares; 2025Q1: 18,573 shares; 2025Q2: 19,411 shares; 2025Q3: 18,911 shares; 2025Q4: 19,326 shares; 2026Q1: 20,543 shares 20,543 $1.86M 0.09% +1,217 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,311 shares; 2025Q3: 39,530 shares; 2025Q4: 40,111 shares; 2026Q1: 40,745 shares 40,745 $1.78M 0.09% +634 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,782 shares; 2024Q4: 109,978 shares; 2025Q1: 124,727 shares; 2025Q2: 128,358 shares; 2025Q3: 129,777 shares; 2025Q4: 134,527 shares; 2026Q1: 136,858 shares 136,858 $1.76M 0.09% +2,331 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 8,836 shares; 2025Q1: 9,040 shares; 2025Q2: 10,208 shares; 2025Q3: 10,586 shares; 2025Q4: 10,230 shares; 2026Q1: 9,508 shares 9,508 $1.75M 0.09% -722 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,741 shares; 2025Q1: 3,742 shares; 2025Q2: 3,280 shares; 2025Q3: 3,042 shares; 2025Q4: 2,787 shares; 2026Q1: 2,484 shares 2,484 $1.73M 0.09% -303 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 33,683 shares; 2025Q1: 38,665 shares; 2025Q2: 38,395 shares; 2025Q3: 36,872 shares; 2025Q4: 35,962 shares; 2026Q1: 35,538 shares 35,538 $1.72M 0.09% -424 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,641 shares 61,641 $1.71M 0.09% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,644 shares; 2024Q4: 37,385 shares; 2025Q1: 41,902 shares; 2025Q2: 42,278 shares; 2025Q3: 43,556 shares; 2025Q4: 44,021 shares; 2026Q1: 43,369 shares 43,369 $1.71M 0.09% -652 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,690 shares; 2024Q4: 44,235 shares; 2025Q1: 45,202 shares; 2025Q2: 45,904 shares; 2025Q3: 49,667 shares; 2025Q4: 53,642 shares; 2026Q1: 59,432 shares 59,432 $1.71M 0.09% +5,790 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,986 shares; 2024Q4: 50,379 shares; 2025Q1: 49,999 shares; 2025Q2: 47,718 shares; 2025Q3: 49,208 shares; 2025Q4: 54,989 shares; 2026Q1: 55,778 shares 55,778 $1.7M 0.09% +789 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,276 shares; 2024Q4: 29,503 shares; 2025Q1: 30,043 shares; 2025Q2: 30,718 shares; 2025Q3: 31,624 shares; 2025Q4: 30,848 shares; 2026Q1: 31,349 shares 31,349 $1.7M 0.08% +501 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,031 shares; 2025Q3: 29,300 shares; 2025Q4: 34,586 shares; 2026Q1: 41,530 shares 41,530 $1.69M 0.08% +6,944 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 10,007 shares; 2025Q1: 7,126 shares; 2025Q2: 8,049 shares; 2025Q3: 7,586 shares; 2025Q4: 7,086 shares; 2026Q1: 22,553 shares 22,553 $1.68M 0.08% +15,467 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,266 shares; 2025Q1: 54,798 shares; 2025Q2: 58,267 shares; 2025Q3: 65,506 shares; 2025Q4: 68,125 shares; 2026Q1: 70,988 shares 70,988 $1.68M 0.08% +2,863 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 24,110 shares; 2025Q1: 30,966 shares; 2025Q2: 36,549 shares; 2025Q3: 37,983 shares; 2025Q4: 41,223 shares; 2026Q1: 43,152 shares 43,152 $1.67M 0.08% +1,929 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 10,016 shares; 2025Q1: 12,454 shares; 2025Q2: 14,814 shares; 2025Q3: 16,225 shares; 2025Q4: 17,056 shares; 2026Q1: 16,932 shares 16,932 $1.67M 0.08% -124 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,619 shares; 2024Q4: 20,020 shares; 2025Q1: 20,535 shares; 2025Q2: 20,635 shares; 2025Q3: 21,650 shares; 2025Q4: 22,980 shares; 2026Q1: 24,020 shares 24,020 $1.66M 0.08% +1,040 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 7,829 shares; 2025Q1: 8,010 shares; 2025Q2: 8,002 shares; 2025Q3: 8,063 shares; 2025Q4: 8,404 shares; 2026Q1: 8,780 shares 8,780 $1.66M 0.08% +376 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,208 shares; 2024Q4: 16,440 shares; 2025Q1: 16,765 shares; 2025Q2: 16,526 shares; 2025Q3: 17,591 shares; 2025Q4: 18,191 shares; 2026Q1: 18,169 shares 18,169 $1.64M 0.08% -22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,859 shares; 2025Q1: 2,862 shares; 2025Q2: 2,855 shares; 2025Q3: 2,816 shares; 2025Q4: 7,030 shares; 2026Q1: 7,268 shares 7,268 $1.64M 0.08% +238 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 935 shares; 2025Q1: 1,434 shares; 2025Q2: 1,460 shares; 2025Q3: 1,434 shares; 2025Q4: 1,427 shares; 2026Q1: 1,940 shares 1,940 $1.64M 0.08% +513 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,284 shares; 2025Q1: 1,932 shares; 2025Q2: 2,097 shares; 2025Q3: 2,401 shares; 2025Q4: 2,618 shares; 2026Q1: 4,553 shares 4,553 $1.62M 0.08% +1,935 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,915 shares; 2024Q4: 44,380 shares; 2025Q1: 44,747 shares; 2025Q2: 40,433 shares; 2025Q3: 39,090 shares; 2025Q4: 32,180 shares; 2026Q1: 30,808 shares 30,808 $1.61M 0.08% -1,372 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,156 shares; 2025Q3: 39,781 shares; 2025Q4: 72,331 shares; 2026Q1: 82,956 shares 82,956 $1.6M 0.08% +10,625 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 5,356 shares; 2025Q1: 5,325 shares; 2025Q2: 5,543 shares; 2025Q3: 5,420 shares; 2025Q4: 5,424 shares; 2026Q1: 6,470 shares 6,470 $1.57M 0.08% +1,046 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,646 shares; 2024Q4: 16,704 shares; 2025Q1: 16,831 shares; 2025Q2: 16,449 shares; 2025Q3: 16,139 shares; 2025Q4: 15,514 shares; 2026Q1: 9,693 shares 9,693 $1.57M 0.08% -5,821 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 8,758 shares; 2025Q1: 8,758 shares; 2025Q2: 8,625 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares; 2026Q1: 8,605 shares 8,605 $1.55M 0.08% -20 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: not reported; 2025Q1: 10,379 shares; 2025Q2: 14,297 shares; 2025Q3: 16,658 shares; 2025Q4: 19,438 shares; 2026Q1: 21,887 shares 21,887 $1.54M 0.08% +2,449 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,720 shares; 2024Q4: 261,582 shares; 2025Q1: 286,306 shares; 2025Q2: 300,916 shares; 2025Q3: 307,682 shares; 2025Q4: 339,767 shares; 2026Q1: 301,602 shares 301,602 $1.54M 0.08% -38,165 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,699 shares; 2025Q2: 43,220 shares; 2025Q3: 52,649 shares; 2025Q4: 66,809 shares; 2026Q1: 77,186 shares 77,186 $1.54M 0.08% +10,377 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 7,215 shares; 2025Q1: 7,826 shares; 2025Q2: 12,202 shares; 2025Q3: 13,120 shares; 2025Q4: 12,699 shares; 2026Q1: 12,683 shares 12,683 $1.54M 0.08% -16 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,263 shares; 2025Q4: 58,887 shares; 2026Q1: 59,824 shares 59,824 $1.51M 0.08% +937 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,662 shares; 2025Q1: 12,472 shares; 2025Q2: 13,288 shares; 2025Q3: 13,412 shares; 2025Q4: 15,225 shares; 2026Q1: 16,089 shares 16,089 $1.51M 0.08% +864 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,282 shares; 2024Q4: 11,895 shares; 2025Q1: 12,415 shares; 2025Q2: 13,453 shares; 2025Q3: 14,212 shares; 2025Q4: 12,808 shares; 2026Q1: 13,160 shares 13,160 $1.45M 0.07% +352 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,125 shares; 2025Q3: 12,012 shares; 2025Q4: 58,088 shares; 2026Q1: 61,441 shares 61,441 $1.44M 0.07% +3,353 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 5,931 shares; 2025Q2: 5,974 shares; 2025Q3: 7,728 shares; 2025Q4: 7,428 shares; 2026Q1: 14,505 shares 14,505 $1.44M 0.07% +7,077 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,594 shares; 2025Q1: 1,669 shares; 2025Q2: 1,891 shares; 2025Q3: 1,872 shares; 2025Q4: 1,992 shares; 2026Q1: 2,099 shares 2,099 $1.43M 0.07% +107 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,082 shares; 2024Q4: 25,897 shares; 2025Q1: 31,748 shares; 2025Q2: 31,295 shares; 2025Q3: 33,400 shares; 2025Q4: 31,184 shares; 2026Q1: 30,893 shares 30,893 $1.43M 0.07% -291 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,933 shares; 2024Q4: 24,037 shares; 2025Q1: 22,121 shares; 2025Q2: 21,805 shares; 2025Q3: 22,714 shares; 2025Q4: 22,140 shares; 2026Q1: 20,986 shares 20,986 $1.43M 0.07% -1,154 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 28,359 shares; 2025Q1: 27,094 shares; 2025Q2: 28,835 shares; 2025Q3: 27,446 shares; 2025Q4: 26,974 shares; 2026Q1: 26,921 shares 26,921 $1.41M 0.07% -53 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,425 shares; 2025Q2: 34,468 shares; 2025Q3: 39,268 shares; 2025Q4: 46,332 shares; 2026Q1: 60,205 shares 60,205 $1.38M 0.07% +13,873 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,308 shares; 2024Q4: 7,745 shares; 2025Q1: 6,162 shares; 2025Q2: 5,981 shares; 2025Q3: 6,217 shares; 2025Q4: 6,651 shares; 2026Q1: 7,191 shares 7,191 $1.38M 0.07% +540 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,591 shares; 2024Q4: 38,727 shares; 2025Q1: 52,122 shares; 2025Q2: 58,254 shares; 2025Q3: 56,641 shares; 2025Q4: 54,563 shares; 2026Q1: 52,457 shares 52,457 $1.38M 0.07% -2,106 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 19,701 shares; 2025Q1: 19,651 shares; 2025Q2: 19,503 shares; 2025Q3: 18,946 shares; 2025Q4: 16,358 shares; 2026Q1: 15,475 shares 15,475 $1.37M 0.07% -883 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,834 shares; 2025Q3: 4,032 shares; 2025Q4: 5,353 shares; 2026Q1: 5,453 shares 5,453 $1.37M 0.07% +100 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,306 shares; 2024Q4: 123,781 shares; 2025Q1: 128,892 shares; 2025Q2: 124,038 shares; 2025Q3: 123,730 shares; 2025Q4: 117,933 shares; 2026Q1: 118,141 shares 118,141 $1.37M 0.07% +208 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 18,484 shares; 2025Q1: 16,858 shares; 2025Q2: 15,405 shares; 2025Q3: 15,357 shares; 2025Q4: 17,376 shares; 2026Q1: 20,335 shares 20,335 $1.36M 0.07% +2,959 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,158 shares; 2025Q1: 12,283 shares; 2025Q2: 12,131 shares; 2025Q3: 14,509 shares; 2025Q4: 16,469 shares; 2026Q1: 22,684 shares 22,684 $1.35M 0.07% +6,215 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 4,598 shares; 2025Q1: 4,599 shares; 2025Q2: 5,524 shares; 2025Q3: 7,012 shares; 2025Q4: 19,891 shares; 2026Q1: 24,172 shares 24,172 $1.34M 0.07% +4,281 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 32,073 shares; 2025Q1: 31,339 shares; 2025Q2: 31,310 shares; 2025Q3: 31,745 shares; 2025Q4: 43,313 shares; 2026Q1: 43,485 shares 43,485 $1.33M 0.07% +172 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4,880 shares; 2025Q1: 4,897 shares; 2025Q2: 4,916 shares; 2025Q3: 4,985 shares; 2025Q4: 8,957 shares; 2026Q1: 25,335 shares 25,335 $1.33M 0.07% +16,378 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,851 shares; 2025Q1: 5,050 shares; 2025Q2: 5,061 shares; 2025Q3: 4,894 shares; 2025Q4: 4,458 shares; 2026Q1: 4,654 shares 4,654 $1.32M 0.07% +196 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,860 shares; 2025Q3: 13,725 shares; 2025Q4: 13,777 shares; 2026Q1: 11,064 shares 11,064 $1.31M 0.07% -2,713 Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,990 shares; 2025Q3: 25,485 shares; 2025Q4: 27,870 shares; 2026Q1: 29,183 shares 29,183 $1.31M 0.07% +1,313 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,631 shares; 2025Q1: 3,652 shares; 2025Q2: 3,794 shares; 2025Q3: 3,918 shares; 2025Q4: 4,070 shares; 2026Q1: 3,811 shares 3,811 $1.3M 0.07% -259 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 13,610 shares; 2025Q1: 13,513 shares; 2025Q2: 13,449 shares; 2025Q3: 13,093 shares; 2025Q4: 12,395 shares; 2026Q1: 13,944 shares 13,944 $1.3M 0.07% +1,549 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,036 shares; 2024Q4: 15,850 shares; 2025Q1: 15,450 shares; 2025Q2: 14,020 shares; 2025Q3: 13,752 shares; 2025Q4: 14,564 shares; 2026Q1: 14,097 shares 14,097 $1.29M 0.06% -467 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 700 shares; 2026Q1: 976 shares 976 $1.29M 0.06% +276 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 14,242 shares; 2025Q1: 13,876 shares; 2025Q2: 13,841 shares; 2025Q3: 14,348 shares; 2025Q4: 14,668 shares; 2026Q1: 14,751 shares 14,751 $1.28M 0.06% +83 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,863 shares; 2025Q1: 1,984 shares; 2025Q2: 2,138 shares; 2025Q3: 2,434 shares; 2025Q4: 2,632 shares; 2026Q1: 3,268 shares 3,268 $1.28M 0.06% +636 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,077 shares; 2025Q1: 3,844 shares; 2025Q2: 2,495 shares; 2025Q3: 2,901 shares; 2025Q4: 2,901 shares; 2026Q1: 3,111 shares 3,111 $1.27M 0.06% +210 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,347 shares; 2025Q2: 40,798 shares; 2025Q3: 34,733 shares; 2025Q4: 35,630 shares; 2026Q1: 35,267 shares 35,267 $1.27M 0.06% -363 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 10,791 shares; 2025Q1: 9,697 shares; 2025Q2: 8,839 shares; 2025Q3: 9,356 shares; 2025Q4: 9,201 shares; 2026Q1: 8,699 shares 8,699 $1.26M 0.06% -502 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 14,176 shares; 2025Q1: 14,330 shares; 2025Q2: 17,456 shares; 2025Q3: 17,169 shares; 2025Q4: 17,912 shares; 2026Q1: 17,968 shares 17,968 $1.25M 0.06% +56 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 11,340 shares 11,340 $1.25M 0.06% +8,837 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,044 shares; 2024Q4: 23,579 shares; 2025Q1: 25,240 shares; 2025Q2: 26,107 shares; 2025Q3: 26,384 shares; 2025Q4: 26,172 shares; 2026Q1: 31,402 shares 31,402 $1.25M 0.06% +5,230 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 9,376 shares; 2025Q1: 8,565 shares; 2025Q2: 7,706 shares; 2025Q3: 7,655 shares; 2025Q4: 7,364 shares; 2026Q1: 7,282 shares 7,282 $1.25M 0.06% -82 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,755 shares; 2025Q1: 1,364 shares; 2025Q2: 1,255 shares; 2025Q3: 1,254 shares; 2025Q4: 1,479 shares; 2026Q1: 4,266 shares 4,266 $1.24M 0.06% +2,787 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,810 shares; 2024Q4: 8,746 shares; 2025Q1: 8,584 shares; 2025Q2: 8,329 shares; 2025Q3: 8,492 shares; 2025Q4: 8,416 shares; 2026Q1: 8,390 shares 8,390 $1.24M 0.06% -26 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,507 shares; 2024Q4: 19,258 shares; 2025Q1: 21,253 shares; 2025Q2: 24,343 shares; 2025Q3: 25,291 shares; 2025Q4: 27,809 shares; 2026Q1: 33,077 shares 33,077 $1.23M 0.06% +5,268 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,352 shares; 2024Q4: 35,965 shares; 2025Q1: 34,191 shares; 2025Q2: 33,301 shares; 2025Q3: 34,746 shares; 2025Q4: 35,349 shares; 2026Q1: 36,619 shares 36,619 $1.23M 0.06% +1,270 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 11,419 shares; 2025Q3: 14,080 shares; 2025Q4: 13,322 shares; 2026Q1: 13,151 shares 13,151 $1.21M 0.06% -171 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 16,241 shares; 2025Q1: 15,153 shares; 2025Q2: 16,011 shares; 2025Q3: 16,640 shares; 2025Q4: 17,632 shares; 2026Q1: 17,437 shares 17,437 $1.21M 0.06% -195 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 12,618 shares; 2025Q1: 15,688 shares; 2025Q2: 15,909 shares; 2025Q3: 16,125 shares; 2025Q4: 17,713 shares; 2026Q1: 19,105 shares 19,105 $1.2M 0.06% +1,392 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,826 shares; 2024Q4: 86,768 shares; 2025Q1: 100,453 shares; 2025Q2: 103,654 shares; 2025Q3: 107,769 shares; 2025Q4: 111,311 shares; 2026Q1: 113,560 shares 113,560 $1.19M 0.06% +2,249 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,732 shares; 2024Q4: 15,987 shares; 2025Q1: 15,485 shares; 2025Q2: 14,642 shares; 2025Q3: 17,192 shares; 2025Q4: 16,959 shares; 2026Q1: 14,963 shares 14,963 $1.19M 0.06% -1,996 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,592 shares; 2025Q1: 6,664 shares; 2025Q2: 9,609 shares; 2025Q3: 9,119 shares; 2025Q4: 9,134 shares; 2026Q1: 9,399 shares 9,399 $1.19M 0.06% +265 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,411 shares; 2024Q4: 42,451 shares; 2025Q1: 46,135 shares; 2025Q2: 56,185 shares; 2025Q3: 50,177 shares; 2025Q4: 50,174 shares; 2026Q1: 50,197 shares 50,197 $1.19M 0.06% +23 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 7,000 shares; 2025Q1: 7,016 shares; 2025Q2: 6,972 shares; 2025Q3: 7,312 shares; 2025Q4: 7,373 shares; 2026Q1: 6,502 shares 6,502 $1.18M 0.06% -871 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 19,541 shares; 2025Q1: 19,564 shares; 2025Q2: 21,197 shares; 2025Q3: 21,163 shares; 2025Q4: 24,045 shares; 2026Q1: 25,128 shares 25,128 $1.18M 0.06% +1,083 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,631 shares; 2024Q4: 23,969 shares; 2025Q1: 24,280 shares; 2025Q2: 19,894 shares; 2025Q3: 19,761 shares; 2025Q4: 19,635 shares; 2026Q1: 19,595 shares 19,595 $1.18M 0.06% -40 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,302 shares; 2024Q4: 23,912 shares; 2025Q1: 23,800 shares; 2025Q2: 24,679 shares; 2025Q3: 24,708 shares; 2025Q4: 24,967 shares; 2026Q1: 24,473 shares 24,473 $1.16M 0.06% -494 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,722 shares; 2025Q3: 61,236 shares; 2025Q4: 61,256 shares; 2026Q1: 61,752 shares 61,752 $1.16M 0.06% +496 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 6,349 shares; 2026Q1: 16,304 shares 16,304 $1.15M 0.06% +9,955 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,218 shares; 2024Q4: 22,978 shares; 2025Q1: 23,791 shares; 2025Q2: 25,783 shares; 2025Q3: 25,508 shares; 2025Q4: 30,316 shares; 2026Q1: 30,302 shares 30,302 $1.15M 0.06% -14 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 10,042 shares; 2025Q1: 14,104 shares; 2025Q2: 17,688 shares; 2025Q3: 20,473 shares; 2025Q4: 22,343 shares; 2026Q1: 21,444 shares 21,444 $1.14M 0.06% -899 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,897 shares; 2024Q4: 42,600 shares; 2025Q1: 39,386 shares; 2025Q2: 38,268 shares; 2025Q3: 37,158 shares; 2025Q4: 35,591 shares; 2026Q1: 25,910 shares 25,910 $1.14M 0.06% -9,681 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,606 shares; 2025Q1: 5,563 shares; 2025Q2: 5,542 shares; 2025Q3: 5,484 shares; 2025Q4: 5,486 shares; 2026Q1: 5,313 shares 5,313 $1.14M 0.06% -173 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,651 shares; 2025Q1: 3,522 shares; 2025Q2: 3,611 shares; 2025Q3: 3,733 shares; 2025Q4: 3,519 shares; 2026Q1: 4,391 shares 4,391 $1.13M 0.06% +872 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 2,108 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,190 shares; 2025Q4: 2,231 shares; 2026Q1: 3,146 shares 3,146 $1.13M 0.06% +915 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 14,889 shares; 2025Q1: 15,684 shares; 2025Q2: 15,756 shares; 2025Q3: 15,591 shares; 2025Q4: 15,317 shares; 2026Q1: 15,318 shares 15,318 $1.12M 0.06% +1 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 34,265 shares; 2025Q1: 35,132 shares; 2025Q2: 35,007 shares; 2025Q3: 36,439 shares; 2025Q4: 36,245 shares; 2026Q1: 35,783 shares 35,783 $1.11M 0.06% -462 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 2,170 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,369 shares; 2025Q4: 2,638 shares; 2026Q1: 6,849 shares 6,849 $1.1M 0.05% +4,211 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,333 shares; 2025Q1: 4,594 shares; 2025Q2: 4,918 shares; 2025Q3: 4,940 shares; 2025Q4: 4,892 shares; 2026Q1: 4,680 shares 4,680 $1.1M 0.05% -212 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,947 shares; 2025Q1: 23,731 shares; 2025Q2: 23,496 shares; 2025Q3: 28,952 shares; 2025Q4: 34,552 shares; 2026Q1: 41,343 shares 41,343 $1.09M 0.05% +6,791 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,629 shares; 2025Q1: 3,621 shares; 2025Q2: 3,623 shares; 2025Q3: 3,949 shares; 2025Q4: 3,811 shares; 2026Q1: 3,589 shares 3,589 $1.09M 0.05% -222 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 21,242 shares; 2025Q1: 22,526 shares; 2025Q2: 24,479 shares; 2025Q3: 24,599 shares; 2025Q4: 22,198 shares; 2026Q1: 21,503 shares 21,503 $1.08M 0.05% -695 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,447 shares; 2025Q1: 7,445 shares; 2025Q2: 7,414 shares; 2025Q3: 7,455 shares; 2025Q4: 7,440 shares; 2026Q1: 7,377 shares 7,377 $1.08M 0.05% -63 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 9,071 shares; 2025Q1: 9,446 shares; 2025Q2: 9,553 shares; 2025Q3: 9,999 shares; 2025Q4: 10,267 shares; 2026Q1: 10,690 shares 10,690 $1.07M 0.05% +423 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,816 shares; 2024Q4: 26,810 shares; 2025Q1: 25,393 shares; 2025Q2: 24,841 shares; 2025Q3: 24,739 shares; 2025Q4: 22,992 shares; 2026Q1: 22,666 shares 22,666 $1.06M 0.05% -326 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 6,063 shares; 2025Q1: 5,994 shares; 2025Q2: 6,122 shares; 2025Q3: 6,309 shares; 2025Q4: 6,555 shares; 2026Q1: 6,613 shares 6,613 $1.06M 0.05% +58 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,516 shares; 2025Q1: 5,805 shares; 2025Q2: 6,053 shares; 2025Q3: 5,764 shares; 2025Q4: 5,852 shares; 2026Q1: 6,901 shares 6,901 $1.04M 0.05% +1,049 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,180 shares; 2024Q4: 44,322 shares; 2025Q1: 46,240 shares; 2025Q2: 47,403 shares; 2025Q3: 47,376 shares; 2025Q4: 53,694 shares; 2026Q1: 54,120 shares 54,120 $1.04M 0.05% +426 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,614 shares; 2024Q4: 48,622 shares; 2025Q1: 49,811 shares; 2025Q2: 51,762 shares; 2025Q3: 52,725 shares; 2025Q4: 52,888 shares; 2026Q1: 43,804 shares 43,804 $1.04M 0.05% -9,084 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,776 shares; 2025Q1: 6,460 shares; 2025Q2: 6,965 shares; 2025Q3: 7,604 shares; 2025Q4: 7,727 shares; 2026Q1: 8,072 shares 8,072 $1.03M 0.05% +345 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 12,014 shares; 2025Q1: 11,890 shares; 2025Q2: 11,545 shares; 2025Q3: 11,626 shares; 2025Q4: 11,686 shares; 2026Q1: 11,244 shares 11,244 $1.03M 0.05% -442 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 7,664 shares; 2025Q1: 7,356 shares; 2025Q2: 7,366 shares; 2025Q3: 7,479 shares; 2025Q4: 7,094 shares; 2026Q1: 7,332 shares 7,332 $1.02M 0.05% +238 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,542 shares; 2025Q1: 19,039 shares; 2025Q2: 24,598 shares; 2025Q3: 28,468 shares; 2025Q4: 32,331 shares; 2026Q1: 44,991 shares 44,991 $1.01M 0.05% +12,660 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,492 shares; 2024Q4: 19,495 shares; 2025Q1: 20,093 shares; 2025Q2: 19,790 shares; 2025Q3: 20,002 shares; 2025Q4: 19,690 shares; 2026Q1: 19,863 shares 19,863 $1.01M 0.05% +173 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,174 shares; 2025Q1: 3,929 shares; 2025Q2: 3,810 shares; 2025Q3: 3,580 shares; 2025Q4: 3,402 shares; 2026Q1: 3,531 shares 3,531 $995K 0.05% +129 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 14,134 shares; 2025Q1: 13,875 shares; 2025Q2: 13,909 shares; 2025Q3: 13,903 shares; 2025Q4: 13,499 shares; 2026Q1: 13,793 shares 13,793 $991K 0.05% +294 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 16,168 shares; 2025Q1: 17,179 shares; 2025Q2: 16,037 shares; 2025Q3: 16,516 shares; 2025Q4: 18,564 shares; 2026Q1: 20,966 shares 20,966 $986K 0.05% +2,402 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 5,195 shares; 2025Q1: 5,658 shares; 2025Q2: 6,118 shares; 2025Q3: 6,109 shares; 2025Q4: 6,084 shares; 2026Q1: 7,248 shares 7,248 $984K 0.05% +1,164 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,096 shares; 2025Q2: 14,683 shares; 2025Q3: 14,223 shares; 2025Q4: 22,900 shares; 2026Q1: 24,663 shares 24,663 $961K 0.05% +1,763 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 8,533 shares; 2025Q1: 8,576 shares; 2025Q2: 7,626 shares; 2025Q3: 7,671 shares; 2025Q4: 7,873 shares; 2026Q1: 7,444 shares 7,444 $959K 0.05% -429 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,447 shares; 2025Q2: 1,423 shares; 2025Q3: 1,393 shares; 2025Q4: 1,388 shares; 2026Q1: 1,552 shares 1,552 $957K 0.05% +164 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,558 shares; 2025Q1: 3,323 shares; 2025Q2: 4,270 shares; 2025Q3: 4,421 shares; 2025Q4: 4,049 shares; 2026Q1: 4,160 shares 4,160 $956K 0.05% +111 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 22,640 shares; 2025Q1: 24,894 shares; 2025Q2: 28,348 shares; 2025Q3: 27,228 shares; 2025Q4: 26,961 shares; 2026Q1: 26,507 shares 26,507 $943K 0.05% -454 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,371 shares; 2025Q3: 16,156 shares; 2025Q4: 16,135 shares; 2026Q1: 16,355 shares 16,355 $938K 0.05% +220 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,284 shares; 2025Q1: 4,488 shares; 2025Q2: 4,496 shares; 2025Q3: 5,243 shares; 2025Q4: 5,196 shares; 2026Q1: 5,625 shares 5,625 $926K 0.05% +429 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,521 shares; 2025Q1: 5,503 shares; 2025Q2: 9,798 shares; 2025Q3: 11,074 shares; 2025Q4: 19,320 shares; 2026Q1: 18,376 shares 18,376 $916K 0.05% -944 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,609 shares; 2024Q4: 39,166 shares; 2025Q1: 42,319 shares; 2025Q2: 43,005 shares; 2025Q3: 43,083 shares; 2025Q4: 40,835 shares; 2026Q1: 40,588 shares 40,588 $898K 0.04% -247 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,776 shares; 2024Q4: 56,648 shares; 2025Q1: 57,169 shares; 2025Q2: 57,839 shares; 2025Q3: 57,884 shares; 2025Q4: 56,694 shares; 2026Q1: 55,234 shares 55,234 $893K 0.04% -1,460 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,710 shares; 2025Q2: 3,676 shares; 2025Q3: 4,659 shares; 2025Q4: 4,984 shares; 2026Q1: 7,270 shares 7,270 $893K 0.04% +2,286 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 8,819 shares; 2025Q1: 8,550 shares; 2025Q2: 8,492 shares; 2025Q3: 7,985 shares; 2025Q4: 7,205 shares; 2026Q1: 6,077 shares 6,077 $891K 0.04% -1,128 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,986 shares; 2025Q1: 3,988 shares; 2025Q2: 4,000 shares; 2025Q3: 4,445 shares; 2025Q4: 4,258 shares; 2026Q1: 3,602 shares 3,602 $890K 0.04% -656 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,403 shares; 2025Q1: 6,199 shares; 2025Q2: 5,966 shares; 2025Q3: 5,933 shares; 2025Q4: 6,838 shares; 2026Q1: 6,561 shares 6,561 $889K 0.04% -277 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,598 shares; 2025Q1: 5,639 shares; 2025Q2: 5,681 shares; 2025Q3: 12,421 shares; 2025Q4: 14,120 shares; 2026Q1: 17,644 shares 17,644 $883K 0.04% +3,524 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 10,808 shares; 2025Q3: 10,998 shares; 2025Q4: 12,444 shares; 2026Q1: 12,444 shares 12,444 $867K 0.04% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares 2,408 $865K 0.04% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,234 shares; 2024Q4: 30,034 shares; 2025Q1: 30,035 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 38,324 shares; 2026Q1: 38,025 shares 38,025 $849K 0.04% -299 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 2,503 shares; 2025Q4: 6,248 shares; 2026Q1: 4,708 shares 4,708 $847K 0.04% -1,540 Timeline NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 37,924 shares; 2025Q1: 38,316 shares; 2025Q2: 31,358 shares; 2025Q3: 30,564 shares; 2025Q4: 30,707 shares; 2026Q1: 31,119 shares 31,119 $846K 0.04% +412 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,160 shares; 2025Q4: 10,999 shares; 2026Q1: 10,999 shares 10,999 $833K 0.04% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,389 shares; 2024Q4: 66,280 shares; 2025Q1: 66,727 shares; 2025Q2: 65,922 shares; 2025Q3: 66,605 shares; 2025Q4: 65,721 shares; 2026Q1: 68,112 shares 68,112 $821K 0.04% +2,391 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,103 shares 10,103 $809K 0.04% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,035 shares; 2025Q1: 6,287 shares; 2025Q2: 7,230 shares; 2025Q3: 7,793 shares; 2025Q4: 9,773 shares; 2026Q1: 9,174 shares 9,174 $806K 0.04% -599 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 5,034 shares; 2025Q1: 5,004 shares; 2025Q2: 4,961 shares; 2025Q3: 5,247 shares; 2025Q4: 5,941 shares; 2026Q1: 5,901 shares 5,901 $802K 0.04% -40 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,348 shares; 2025Q1: 4,256 shares; 2025Q2: 4,192 shares; 2025Q3: 4,411 shares; 2025Q4: 4,402 shares; 2026Q1: 4,331 shares 4,331 $800K 0.04% -71 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,563 shares; 2024Q4: 46,184 shares; 2025Q1: 46,732 shares; 2025Q2: 46,666 shares; 2025Q3: 46,123 shares; 2025Q4: 47,093 shares; 2026Q1: 43,318 shares 43,318 $796K 0.04% -3,775 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,031 shares 26,031 $785K 0.04% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,950 shares; 2024Q4: 30,109 shares; 2025Q1: 27,608 shares; 2025Q2: 27,564 shares; 2025Q3: 26,671 shares; 2025Q4: 22,526 shares; 2026Q1: 22,037 shares 22,037 $782K 0.04% -489 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,755 shares; 2025Q1: 2,135 shares; 2025Q2: 2,383 shares; 2025Q3: 2,359 shares; 2025Q4: 2,285 shares; 2026Q1: 2,772 shares 2,772 $774K 0.04% +487 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,450 shares; 2024Q4: 73,220 shares; 2025Q1: 185,457 shares; 2025Q2: 220,617 shares; 2025Q3: 217,447 shares; 2025Q4: 185,822 shares; 2026Q1: 187,222 shares 187,222 $771K 0.04% +1,400 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,658 shares; 2025Q1: 15,676 shares; 2025Q2: 15,659 shares; 2025Q3: 16,028 shares; 2025Q4: 15,819 shares; 2026Q1: 15,489 shares 15,489 $768K 0.04% -330 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,609 shares 50,609 $766K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,488 shares; 2025Q1: 2,482 shares; 2025Q2: 2,456 shares; 2025Q3: 2,321 shares; 2025Q4: 2,369 shares; 2026Q1: 2,402 shares 2,402 $764K 0.04% +33 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,644 shares; 2024Q4: 46,675 shares; 2025Q1: 52,297 shares; 2025Q2: 43,050 shares; 2025Q3: 44,295 shares; 2025Q4: 43,192 shares; 2026Q1: 37,245 shares 37,245 $764K 0.04% -5,947 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,658 shares; 2025Q4: 2,659 shares; 2026Q1: 2,660 shares 2,660 $763K 0.04% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,024 shares; 2025Q1: 4,806 shares; 2025Q2: 5,042 shares; 2025Q3: 5,359 shares; 2025Q4: 6,255 shares; 2026Q1: 5,809 shares 5,809 $761K 0.04% -446 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,268 shares; 2024Q4: 80,080 shares; 2025Q1: 77,300 shares; 2025Q2: 76,000 shares; 2025Q3: 72,220 shares; 2025Q4: 67,377 shares; 2026Q1: 65,939 shares 65,939 $761K 0.04% -1,438 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,558 shares; 2025Q1: 2,661 shares; 2025Q2: 2,914 shares; 2025Q3: 2,794 shares; 2025Q4: 2,694 shares; 2026Q1: 2,614 shares 2,614 $759K 0.04% -80 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,110 shares 11,110 $758K 0.04% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 8,751 shares; 2025Q1: 8,517 shares; 2025Q2: 8,555 shares; 2025Q3: 8,541 shares; 2025Q4: 8,631 shares; 2026Q1: 8,577 shares 8,577 $747K 0.04% -54 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 15,186 shares; 2025Q1: 14,987 shares; 2025Q2: 14,775 shares; 2025Q3: 13,775 shares; 2025Q4: 14,425 shares; 2026Q1: 15,181 shares 15,181 $747K 0.04% +756 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,688 shares; 2026Q1: 22,353 shares 22,353 $746K 0.04% +665 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,737 shares; 2025Q1: 7,870 shares; 2025Q2: 7,988 shares; 2025Q3: 7,963 shares; 2025Q4: 7,964 shares; 2026Q1: 8,205 shares 8,205 $743K 0.04% +241 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 6,460 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,530 shares; 2026Q1: 6,177 shares 6,177 $741K 0.04% -353 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,960 shares; 2026Q1: 17,460 shares 17,460 $740K 0.04% +500 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,798 shares; 2025Q1: 5,376 shares; 2025Q2: 5,047 shares; 2025Q3: 5,155 shares; 2025Q4: 6,798 shares; 2026Q1: 7,661 shares 7,661 $739K 0.04% +863 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 13,513 shares; 2025Q1: 13,522 shares; 2025Q2: 13,530 shares; 2025Q3: 13,538 shares; 2025Q4: 13,547 shares; 2026Q1: 13,556 shares 13,556 $734K 0.04% +9 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,250 shares; 2025Q4: 20,452 shares; 2026Q1: 20,654 shares 20,654 $731K 0.04% +202 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 24,287 shares; 2025Q1: 23,003 shares; 2025Q2: 22,420 shares; 2025Q3: 19,185 shares; 2025Q4: 18,308 shares; 2026Q1: 17,906 shares 17,906 $731K 0.04% -402 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,422 shares; 2025Q1: 5,434 shares; 2025Q2: 5,931 shares; 2025Q3: 5,913 shares; 2025Q4: 5,648 shares; 2026Q1: 5,641 shares 5,641 $723K 0.04% -7 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,030 shares; 2025Q1: 8,023 shares; 2025Q2: 7,794 shares; 2025Q3: 7,755 shares; 2025Q4: 7,937 shares; 2026Q1: 7,888 shares 7,888 $721K 0.04% -49 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,872 shares; 2025Q4: 9,939 shares; 2026Q1: 16,905 shares 16,905 $719K 0.04% +6,966 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,396 shares; 2025Q2: 4,649 shares; 2025Q3: 5,113 shares; 2025Q4: 6,966 shares; 2026Q1: 7,969 shares 7,969 $718K 0.04% +1,003 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 9,275 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,009 shares; 2025Q4: 8,135 shares; 2026Q1: 9,012 shares 9,012 $709K 0.04% +877 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,947 shares; 2025Q4: 15,542 shares; 2026Q1: 17,255 shares 17,255 $704K 0.04% +1,713 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 23,430 shares; 2025Q1: 23,428 shares; 2025Q2: 35,290 shares; 2025Q3: 34,122 shares; 2025Q4: 29,622 shares; 2026Q1: 29,946 shares 29,946 $690K 0.03% +324 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 3,610 shares; 2025Q1: 3,693 shares; 2025Q2: 6,504 shares; 2025Q3: 6,505 shares; 2025Q4: 6,843 shares; 2026Q1: 7,060 shares 7,060 $686K 0.03% +217 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 13,652 shares; 2025Q1: 13,376 shares; 2025Q2: 13,308 shares; 2025Q3: 13,195 shares; 2025Q4: 10,150 shares; 2026Q1: 10,009 shares 10,009 $677K 0.03% -141 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,082 shares; 2025Q1: 1,942 shares; 2025Q2: 1,977 shares; 2025Q3: 2,087 shares; 2025Q4: 2,821 shares; 2026Q1: 3,000 shares 3,000 $676K 0.03% +179 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,930 shares; 2026Q1: 25,789 shares 25,789 $676K 0.03% +4,859 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,985 shares; 2025Q4: 8,216 shares; 2026Q1: 8,840 shares 8,840 $672K 0.03% +624 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,875 shares 13,875 $672K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 4,213 shares; 2025Q1: 4,423 shares; 2025Q2: 5,195 shares; 2025Q3: 5,395 shares; 2025Q4: 6,062 shares; 2026Q1: 9,335 shares 9,335 $671K 0.03% +3,273 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 2,712 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,733 shares; 2025Q4: 2,613 shares; 2026Q1: 2,746 shares 2,746 $670K 0.03% +133 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 1,827 shares; 2026Q1: 6,337 shares 6,337 $663K 0.03% +4,510 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,751 shares; 2025Q1: 3,715 shares; 2025Q2: 3,614 shares; 2025Q3: 3,418 shares; 2025Q4: 3,348 shares; 2026Q1: 3,408 shares 3,408 $662K 0.03% +60 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,067 shares; 2025Q1: 4,330 shares; 2025Q2: 4,223 shares; 2025Q3: 4,227 shares; 2025Q4: 4,193 shares; 2026Q1: 4,160 shares 4,160 $661K 0.03% -33 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 9,243 shares; 2025Q1: 10,266 shares; 2025Q2: 11,329 shares; 2025Q3: 12,546 shares; 2025Q4: 17,508 shares; 2026Q1: 24,163 shares 24,163 $658K 0.03% +6,655 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 4,456 shares 4,456 $657K 0.03% +31 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares; 2026Q1: 2,825 shares 2,825 $652K 0.03% +266 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,353 shares; 2025Q4: 17,297 shares; 2026Q1: 20,147 shares 20,147 $651K 0.03% +2,850 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 23,681 shares; 2025Q1: 23,884 shares; 2025Q2: 24,618 shares; 2025Q3: 25,526 shares; 2025Q4: 26,412 shares; 2026Q1: 27,810 shares 27,810 $650K 0.03% +1,398 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,232 shares; 2025Q1: 1,243 shares; 2025Q2: 1,533 shares; 2025Q3: 1,930 shares; 2025Q4: 2,875 shares; 2026Q1: 3,112 shares 3,112 $648K 0.03% +237 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,109 shares; 2025Q2: 5,926 shares; 2025Q3: 9,274 shares; 2025Q4: 13,007 shares; 2026Q1: 16,792 shares 16,792 $645K 0.03% +3,785 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,453 shares; 2025Q1: 2,160 shares; 2025Q2: 2,136 shares; 2025Q3: 2,109 shares; 2025Q4: 2,112 shares; 2026Q1: 1,828 shares 1,828 $643K 0.03% -284 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,375 shares; 2025Q1: 3,378 shares; 2025Q2: 3,309 shares; 2025Q3: 2,996 shares; 2025Q4: 8,081 shares; 2026Q1: 7,694 shares 7,694 $631K 0.03% -387 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 7,581 shares; 2026Q1: 13,879 shares 13,879 $627K 0.03% +6,298 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,690 shares; 2025Q1: 11,090 shares; 2025Q2: 22,470 shares; 2025Q3: 26,255 shares; 2025Q4: 24,783 shares; 2026Q1: 25,515 shares 25,515 $626K 0.03% +732 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,583 shares; 2025Q1: 3,459 shares; 2025Q2: 3,139 shares; 2025Q3: 3,146 shares; 2025Q4: 3,106 shares; 2026Q1: 3,162 shares 3,162 $625K 0.03% +56 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; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,224 shares; 2025Q1: 4,229 shares; 2025Q2: 4,367 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares; 2026Q1: 4,119 shares 4,119 $623K 0.03% -748 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,701 shares; 2025Q1: 5,508 shares; 2025Q2: 5,326 shares; 2025Q3: 5,327 shares; 2025Q4: 5,557 shares; 2026Q1: 5,557 shares 5,557 $609K 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,012 shares; 2025Q1: 5,611 shares; 2025Q2: 6,446 shares; 2025Q3: 6,620 shares; 2025Q4: 6,494 shares; 2026Q1: 6,494 shares 6,494 $606K 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 5,339 shares; 2025Q1: 5,869 shares; 2025Q2: 5,570 shares; 2025Q3: 5,051 shares; 2025Q4: 5,052 shares; 2026Q1: 5,105 shares 5,105 $605K 0.03% +53 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 730 shares; 2025Q1: 576 shares; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 612 shares; 2026Q1: 1,223 shares 1,223 $601K 0.03% +611 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,187 shares; 2025Q1: 9,743 shares; 2025Q2: 8,282 shares; 2025Q3: 8,305 shares; 2025Q4: 8,406 shares; 2026Q1: 8,407 shares 8,407 $600K 0.03% +1 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,390 shares 26,390 $598K 0.03% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 9,191 shares; 2026Q1: 9,553 shares 9,553 $595K 0.03% +362 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,644 shares; 2024Q4: 8,483 shares; 2025Q1: 8,494 shares; 2025Q2: 8,506 shares; 2025Q3: 8,682 shares; 2025Q4: 8,693 shares; 2026Q1: 8,703 shares 8,703 $593K 0.03% +10 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,275 shares; 2026Q1: 18,575 shares 18,575 $586K 0.03% +4,300 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,918 shares; 2025Q2: 3,445 shares; 2025Q3: 3,783 shares; 2025Q4: 4,712 shares; 2026Q1: 5,433 shares 5,433 $585K 0.03% +721 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,050 shares; 2025Q4: 9,749 shares; 2026Q1: 10,655 shares 10,655 $584K 0.03% +906 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 6,210 shares; 2025Q1: 8,178 shares; 2025Q2: 7,881 shares; 2025Q3: 8,773 shares; 2025Q4: 8,731 shares; 2026Q1: 8,894 shares 8,894 $578K 0.03% +163 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 1,774 shares; 2025Q1: 1,630 shares; 2025Q2: 1,677 shares; 2025Q3: 2,998 shares; 2025Q4: 2,999 shares; 2026Q1: 3,155 shares 3,155 $576K 0.03% +156 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 3,146 shares; 2026Q1: 3,966 shares 3,966 $575K 0.03% +820 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 3,052 shares; 2026Q1: 5,265 shares 5,265 $570K 0.03% +2,213 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,836 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,808 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares 1,773 $568K 0.03% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 6,684 shares 6,684 $567K 0.03% -40 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,834 shares; 2025Q1: 1,889 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 1,987 shares; 2026Q1: 2,093 shares 2,093 $566K 0.03% +106 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,152 shares; 2025Q1: 5,646 shares; 2025Q2: 6,326 shares; 2025Q3: 6,258 shares; 2025Q4: 8,034 shares; 2026Q1: 5,609 shares 5,609 $557K 0.03% -2,425 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,447 shares; 2025Q1: 1,463 shares; 2025Q2: 1,463 shares; 2025Q3: 1,508 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares 1,557 $555K 0.03% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,013 shares; 2025Q1: 107,905 shares; 2025Q2: 114,162 shares; 2025Q3: 119,455 shares; 2025Q4: 20,595 shares; 2026Q1: 19,434 shares 19,434 $553K 0.03% -1,161 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 3,192 shares; 2026Q1: 4,912 shares 4,912 $552K 0.03% +1,720 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 724 shares; 2025Q4: 739 shares; 2026Q1: 747 shares 747 $552K 0.03% +8 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 5,773 shares; 2025Q1: 5,754 shares; 2025Q2: 5,821 shares; 2025Q3: 5,513 shares; 2025Q4: 5,060 shares; 2026Q1: 4,929 shares 4,929 $552K 0.03% -131 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 6,419 shares; 2025Q1: 6,551 shares; 2025Q2: 6,453 shares; 2025Q3: 5,924 shares; 2025Q4: 5,762 shares; 2026Q1: 5,854 shares 5,854 $550K 0.03% +92 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,839 shares; 2025Q1: 13,779 shares; 2025Q2: 15,464 shares; 2025Q3: 15,646 shares; 2025Q4: 14,301 shares; 2026Q1: 15,083 shares 15,083 $545K 0.03% +782 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,091 shares; 2025Q1: 2,792 shares; 2025Q2: 3,097 shares; 2025Q3: 2,470 shares; 2025Q4: 2,422 shares; 2026Q1: 2,676 shares 2,676 $544K 0.03% +254 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,272 shares; 2025Q1: 9,891 shares; 2025Q2: 9,691 shares; 2025Q3: 9,025 shares; 2025Q4: 8,225 shares; 2026Q1: 15,415 shares 15,415 $542K 0.03% +7,190 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,798 shares; 2024Q4: 24,100 shares; 2025Q1: 29,375 shares; 2025Q2: 32,453 shares; 2025Q3: 33,342 shares; 2025Q4: 34,496 shares; 2026Q1: 36,660 shares 36,660 $539K 0.03% +2,164 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,842 shares; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,495 shares 2,495 $539K 0.03% -310 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 8,925 shares; 2025Q1: 9,035 shares; 2025Q2: 9,043 shares; 2025Q3: 6,491 shares; 2025Q4: 6,331 shares; 2026Q1: 6,318 shares 6,318 $539K 0.03% -13 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 9,539 shares; 2025Q1: 10,630 shares; 2025Q2: 10,255 shares; 2025Q3: 10,267 shares; 2025Q4: 10,009 shares; 2026Q1: 9,751 shares 9,751 $538K 0.03% -258 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,634 shares; 2025Q1: 1,587 shares; 2025Q2: 1,609 shares; 2025Q3: 1,665 shares; 2025Q4: 2,021 shares; 2026Q1: 2,348 shares 2,348 $538K 0.03% +327 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,288 shares; 2025Q1: 3,533 shares; 2025Q2: 4,346 shares; 2025Q3: 4,162 shares; 2025Q4: 4,846 shares; 2026Q1: 5,058 shares 5,058 $536K 0.03% +212 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 10,931 shares; 2025Q4: 10,593 shares; 2026Q1: 10,859 shares 10,859 $536K 0.03% +266 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,125 shares; 2025Q1: 10,166 shares; 2025Q2: 10,901 shares; 2025Q3: 9,860 shares; 2025Q4: 10,394 shares; 2026Q1: 9,759 shares 9,759 $536K 0.03% -635 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,332 shares; 2025Q1: 4,574 shares; 2025Q2: 4,999 shares; 2025Q3: 5,000 shares; 2025Q4: 5,434 shares; 2026Q1: 5,477 shares 5,477 $532K 0.03% +43 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,959 shares; 2025Q4: 3,899 shares; 2026Q1: 4,394 shares 4,394 $530K 0.03% +495 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,784 shares; 2025Q1: 3,771 shares; 2025Q2: 3,894 shares; 2025Q3: 3,956 shares; 2025Q4: 4,555 shares; 2026Q1: 5,371 shares 5,371 $525K 0.03% +816 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $521K 0.03% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,415 shares; 2024Q4: 13,745 shares; 2025Q1: 13,402 shares; 2025Q2: 13,410 shares; 2025Q3: 14,270 shares; 2025Q4: 14,281 shares; 2026Q1: 14,198 shares 14,198 $520K 0.03% -83 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 9,766 shares; 2025Q1: 9,503 shares; 2025Q2: 8,019 shares; 2025Q3: 7,983 shares; 2025Q4: 7,964 shares; 2026Q1: 7,241 shares 7,241 $519K 0.03% -723 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,184 shares 44,184 $518K 0.03% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 4,063 shares; 2025Q4: 5,008 shares; 2026Q1: 5,358 shares 5,358 $517K 0.03% +350 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 3,239 shares; 2025Q1: 3,737 shares; 2025Q2: 3,685 shares; 2025Q3: 3,471 shares; 2025Q4: 3,350 shares; 2026Q1: 3,361 shares 3,361 $513K 0.03% +11 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,810 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,808 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares 5,665 $513K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 10,596 shares; 2025Q1: 14,380 shares; 2025Q2: 11,912 shares; 2025Q3: 12,003 shares; 2025Q4: 12,640 shares; 2026Q1: 12,463 shares 12,463 $512K 0.03% -177 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 6,247 shares; 2025Q2: 7,212 shares; 2025Q3: 6,933 shares; 2025Q4: 5,116 shares; 2026Q1: 5,097 shares 5,097 $507K 0.03% -19 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 6,853 shares; 2025Q1: 5,961 shares; 2025Q2: 5,961 shares; 2025Q3: 6,796 shares; 2025Q4: 6,731 shares; 2026Q1: 7,556 shares 7,556 $505K 0.03% +825 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 505 shares; 2025Q3: 504 shares; 2025Q4: 511 shares; 2026Q1: 504 shares 504 $494K 0.02% -7 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 4,370 shares; 2025Q3: 4,621 shares; 2025Q4: 6,796 shares; 2026Q1: 5,317 shares 5,317 $492K 0.02% -1,479 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,029 shares; 2025Q1: 5,624 shares; 2025Q2: 6,376 shares; 2025Q3: 6,125 shares; 2025Q4: 6,403 shares; 2026Q1: 10,634 shares 10,634 $488K 0.02% +4,231 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,379 shares; 2024Q4: 9,277 shares; 2025Q1: 9,221 shares; 2025Q2: 9,880 shares; 2025Q3: 9,315 shares; 2025Q4: 8,421 shares; 2026Q1: 8,269 shares 8,269 $486K 0.02% -152 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,973 shares; 2024Q4: 24,431 shares; 2025Q1: 24,140 shares; 2025Q2: 21,034 shares; 2025Q3: 19,818 shares; 2025Q4: 18,042 shares; 2026Q1: 17,983 shares 17,983 $486K 0.02% -59 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,956 shares; 2024Q4: 21,643 shares; 2025Q1: 27,374 shares; 2025Q2: 25,829 shares; 2025Q3: 26,968 shares; 2025Q4: 26,956 shares; 2026Q1: 28,373 shares 28,373 $485K 0.02% +1,417 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,437 shares; 2024Q4: 21,426 shares; 2025Q1: 25,208 shares; 2025Q2: 27,173 shares; 2025Q3: 27,792 shares; 2025Q4: 30,125 shares; 2026Q1: 27,826 shares 27,826 $485K 0.02% -2,299 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares; 2026Q1: 10,004 shares 10,004 $483K 0.02% +5,868 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares 5,379 $481K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 5,935 shares; 2025Q1: 6,380 shares; 2025Q2: 6,638 shares; 2025Q3: 6,849 shares; 2025Q4: 7,089 shares; 2026Q1: 7,275 shares 7,275 $480K 0.02% +186 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,844 shares; 2025Q2: 4,837 shares; 2025Q3: 4,839 shares; 2025Q4: 4,826 shares; 2026Q1: 4,688 shares 4,688 $477K 0.02% -138 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,749 shares; 2024Q4: 31,907 shares; 2025Q1: 33,453 shares; 2025Q2: 31,189 shares; 2025Q3: 31,959 shares; 2025Q4: 31,433 shares; 2026Q1: 26,460 shares 26,460 $477K 0.02% -4,973 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,424 shares; 2025Q2: 2,717 shares; 2025Q3: 2,723 shares; 2025Q4: 2,654 shares; 2026Q1: 3,947 shares 3,947 $474K 0.02% +1,293 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $473K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,886 shares; 2025Q1: 2,847 shares; 2025Q2: 3,613 shares; 2025Q3: 4,114 shares; 2025Q4: 4,375 shares; 2026Q1: 5,116 shares 5,116 $471K 0.02% +741 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,519 shares 39,519 $464K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,636 shares; 2025Q1: 1,546 shares; 2025Q2: 1,533 shares; 2025Q3: 1,514 shares; 2025Q4: 1,508 shares; 2026Q1: 1,735 shares 1,735 $463K 0.02% +227 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,316 shares; 2025Q2: 1,216 shares; 2025Q3: 1,271 shares; 2025Q4: 1,257 shares; 2026Q1: 1,259 shares 1,259 $463K 0.02% +2 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,026 shares; 2025Q2: 5,079 shares; 2025Q3: 5,205 shares; 2025Q4: 5,154 shares; 2026Q1: 5,182 shares 5,182 $459K 0.02% +28 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,075 shares; 2025Q3: 2,170 shares; 2025Q4: 2,166 shares; 2026Q1: 2,168 shares 2,168 $458K 0.02% +2 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,029 shares; 2025Q4: 1,289 shares; 2026Q1: 1,393 shares 1,393 $458K 0.02% +104 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,184 shares; 2025Q1: 8,188 shares; 2025Q2: 6,830 shares; 2025Q3: 7,013 shares; 2025Q4: 6,794 shares; 2026Q1: 7,017 shares 7,017 $457K 0.02% +223 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,529 shares; 2025Q1: 3,760 shares; 2025Q2: 3,689 shares; 2025Q3: 3,632 shares; 2025Q4: 4,139 shares; 2026Q1: 4,139 shares 4,139 $453K 0.02% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,635 shares; 2025Q1: 8,639 shares; 2025Q2: 9,973 shares; 2025Q3: 10,190 shares; 2025Q4: 10,158 shares; 2026Q1: 16,938 shares 16,938 $453K 0.02% +6,780 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,366 shares; 2025Q1: 2,518 shares; 2025Q2: 2,676 shares; 2025Q3: 2,683 shares; 2025Q4: 2,674 shares; 2026Q1: 2,675 shares 2,675 $452K 0.02% +1 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 6,815 shares; 2026Q1: 9,098 shares 9,098 $450K 0.02% +2,283 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,377 shares; 2026Q1: 26,984 shares 26,984 $448K 0.02% +607 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,854 shares; 2025Q1: 5,859 shares; 2025Q2: 5,146 shares; 2025Q3: 4,982 shares; 2025Q4: 9,166 shares; 2026Q1: 9,581 shares 9,581 $445K 0.02% +415 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,562 shares; 2026Q1: 15,086 shares 15,086 $443K 0.02% +3,524 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 775 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 793 shares; 2025Q4: 816 shares; 2026Q1: 847 shares 847 $443K 0.02% +31 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,096 shares 5,096 $443K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,833 shares; 2025Q1: 1,160 shares; 2025Q2: 1,065 shares; 2025Q3: 1,126 shares; 2025Q4: 1,727 shares; 2026Q1: 2,105 shares 2,105 $442K 0.02% +378 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,803 shares; 2025Q1: 2,204 shares; 2025Q2: 1,857 shares; 2025Q3: 1,807 shares; 2025Q4: 1,808 shares; 2026Q1: 1,603 shares 1,603 $441K 0.02% -205 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,342 shares 1,342 $439K 0.02% +8 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,933 shares; 2025Q3: 9,395 shares; 2025Q4: 16,133 shares; 2026Q1: 17,157 shares 17,157 $438K 0.02% +1,024 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,619 shares; 2025Q1: 7,718 shares; 2025Q2: 7,722 shares; 2025Q3: 7,551 shares; 2025Q4: 7,316 shares; 2026Q1: 7,025 shares 7,025 $434K 0.02% -291 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 10,755 shares; 2025Q1: 10,651 shares; 2025Q2: 10,775 shares; 2025Q3: 11,022 shares; 2025Q4: 11,224 shares; 2026Q1: 11,265 shares 11,265 $434K 0.02% +41 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; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 15,400 shares; 2025Q1: 17,202 shares; 2025Q2: 18,854 shares; 2025Q3: 18,555 shares; 2025Q4: 18,256 shares; 2026Q1: 18,258 shares 18,258 $431K 0.02% +2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,407 shares; 2025Q2: 4,119 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,151 shares 4,151 $424K 0.02% +31 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 547 shares; 2025Q1: 705 shares; 2025Q2: 728 shares; 2025Q3: 665 shares; 2025Q4: 607 shares; 2026Q1: 578 shares 578 $421K 0.02% -29 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares; 2026Q1: 8,893 shares 8,893 $419K 0.02% +1,453 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,982 shares; 2025Q1: 4,056 shares; 2025Q2: 2,301 shares; 2025Q3: 2,279 shares; 2025Q4: 4,507 shares; 2026Q1: 4,328 shares 4,328 $418K 0.02% -179 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,012 shares; 2025Q1: 8,712 shares; 2025Q2: 8,450 shares; 2025Q3: 8,373 shares; 2025Q4: 8,409 shares; 2026Q1: 5,614 shares 5,614 $417K 0.02% -2,795 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,032 shares; 2025Q1: 5,034 shares; 2025Q2: 5,036 shares; 2025Q3: 4,791 shares; 2025Q4: 5,108 shares; 2026Q1: 5,109 shares 5,109 $417K 0.02% +1 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,572 shares; 2025Q1: 9,457 shares; 2025Q2: 8,604 shares; 2025Q3: 7,084 shares; 2025Q4: 6,685 shares; 2026Q1: 6,478 shares 6,478 $417K 0.02% -207 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 2,202 shares; 2025Q3: 2,442 shares; 2025Q4: 3,221 shares; 2026Q1: 3,270 shares 3,270 $415K 0.02% +49 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 8,638 shares; 2025Q1: 7,744 shares; 2025Q2: 7,251 shares; 2025Q3: 6,998 shares; 2025Q4: 7,131 shares; 2026Q1: 7,202 shares 7,202 $415K 0.02% +71 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,220 shares 5,220 $411K 0.02% new Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 12,300 shares; 2025Q1: 5,716 shares; 2025Q2: 6,078 shares; 2025Q3: 6,324 shares; 2025Q4: 6,335 shares; 2026Q1: 6,346 shares 6,346 $410K 0.02% +11 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,880 shares; 2025Q1: 3,665 shares; 2025Q2: 3,567 shares; 2025Q3: 3,546 shares; 2025Q4: 4,342 shares; 2026Q1: 4,337 shares 4,337 $410K 0.02% -5 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,749 shares; 2025Q1: 1,757 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 1,810 shares; 2026Q1: 1,819 shares 1,819 $409K 0.02% +9 Timeline