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: 194,628 shares; 2024Q4: 296,753 shares; 2025Q1: 336,323 shares; 2025Q2: 352,169 shares; 2025Q3: 346,899 shares; 2025Q4: 352,895 shares; 2026Q1: 405,327 shares 405,327 $103M 2.39% +52,432 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: 1,386,634 shares; 2024Q4: 1,449,048 shares; 2025Q1: 1,485,894 shares; 2025Q2: 1,533,577 shares; 2025Q3: 1,522,959 shares; 2025Q4: 1,576,808 shares; 2026Q1: 1,577,008 shares 1,577,008 $101M 2.35% +200 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: 449,667 shares; 2024Q4: 447,761 shares; 2025Q1: 461,845 shares; 2025Q2: 462,205 shares; 2025Q3: 470,223 shares; 2025Q4: 498,199 shares; 2026Q1: 502,637 shares 502,637 $98.6M 2.29% +4,438 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: 281,252 shares; 2024Q4: 377,837 shares; 2025Q1: 423,623 shares; 2025Q2: 445,824 shares; 2025Q3: 462,190 shares; 2025Q4: 474,970 shares; 2026Q1: 491,489 shares 491,489 $85.7M 1.99% +16,519 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: 193,076 shares; 2024Q4: 187,243 shares; 2025Q1: 184,561 shares; 2025Q2: 190,859 shares; 2025Q3: 189,898 shares; 2025Q4: 191,065 shares; 2026Q1: 190,354 shares 190,354 $83.1M 1.93% -711 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: 330,565 shares; 2024Q4: 377,268 shares; 2025Q1: 764,486 shares; 2025Q2: 751,657 shares; 2025Q3: 705,324 shares; 2025Q4: 772,020 shares; 2026Q1: 835,724 shares 835,724 $77.1M 1.79% +63,704 Timeline VEGA ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365,964 shares; 2024Q4: 1,431,175 shares; 2025Q1: 1,345,182 shares; 2025Q2: 1,334,342 shares; 2025Q3: 1,385,732 shares; 2025Q4: 1,400,039 shares; 2026Q1: 1,494,435 shares 1,494,435 $72.1M 1.68% +94,396 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: 122,799 shares; 2024Q4: 181,991 shares; 2025Q1: 309,751 shares; 2025Q2: 327,670 shares; 2025Q3: 332,657 shares; 2025Q4: 334,483 shares; 2026Q1: 343,877 shares 343,877 $71.6M 1.66% +9,394 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: 59,416 shares; 2024Q4: 64,467 shares; 2025Q1: 74,323 shares; 2025Q2: 95,014 shares; 2025Q3: 110,146 shares; 2025Q4: 135,561 shares; 2026Q1: 119,934 shares 119,934 $69.2M 1.61% -15,627 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: 84,383 shares; 2024Q4: 87,235 shares; 2025Q1: 83,802 shares; 2025Q2: 78,334 shares; 2025Q3: 82,851 shares; 2025Q4: 85,488 shares; 2026Q1: 101,228 shares 101,228 $65.8M 1.53% +15,740 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,542 shares; 2024Q4: 118,355 shares; 2025Q1: 179,780 shares; 2025Q2: 202,555 shares; 2025Q3: 211,410 shares; 2025Q4: 308,993 shares; 2026Q1: 298,049 shares 298,049 $62.9M 1.46% -10,944 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,295 shares; 2024Q4: 837,517 shares; 2025Q1: 800,227 shares; 2025Q2: 805,218 shares; 2025Q3: 1,012,240 shares; 2025Q4: 1,125,153 shares; 2026Q1: 1,020,235 shares 1,020,235 $59.4M 1.38% -104,918 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: 524,147 shares; 2024Q4: 527,255 shares; 2025Q1: 490,839 shares; 2025Q2: 468,852 shares; 2025Q3: 463,167 shares; 2025Q4: 469,836 shares; 2026Q1: 508,502 shares 508,502 $57.5M 1.34% +38,666 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: 95,565 shares; 2024Q4: 115,636 shares; 2025Q1: 122,793 shares; 2025Q2: 131,191 shares; 2025Q3: 134,853 shares; 2025Q4: 137,960 shares; 2026Q1: 150,006 shares 150,006 $55.5M 1.29% +12,046 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,609 shares; 2024Q4: 641,890 shares; 2025Q1: 643,789 shares; 2025Q2: 985,436 shares; 2025Q3: 1,017,488 shares; 2025Q4: 1,071,991 shares; 2026Q1: 1,145,967 shares 1,145,967 $55.1M 1.28% +73,976 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708,547 shares 1,708,547 $54.9M 1.28% new 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: 17,999 shares; 2024Q4: 24,150 shares; 2025Q1: 44,165 shares; 2025Q2: 55,273 shares; 2025Q3: 59,618 shares; 2025Q4: 81,593 shares; 2026Q1: 82,816 shares 82,816 $49.5M 1.15% +1,223 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437,917 shares; 2024Q4: 2,169,590 shares; 2025Q1: 1,051,036 shares; 2025Q2: 955,781 shares; 2025Q3: 971,984 shares; 2025Q4: 974,173 shares; 2026Q1: 1,025,809 shares 1,025,809 $47.4M 1.1% +51,636 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: 55,512 shares; 2024Q4: 57,172 shares; 2025Q1: 59,583 shares; 2025Q2: 63,523 shares; 2025Q3: 64,641 shares; 2025Q4: 65,000 shares; 2026Q1: 68,640 shares 68,640 $44.8M 1.04% +3,640 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,361 shares; 2024Q4: 530,876 shares; 2025Q1: 560,064 shares; 2025Q2: 569,987 shares; 2025Q3: 661,552 shares; 2025Q4: 689,763 shares; 2026Q1: 727,157 shares 727,157 $43.9M 1.02% +37,394 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: 80,095 shares; 2024Q4: 114,687 shares; 2025Q1: 136,575 shares; 2025Q2: 142,839 shares; 2025Q3: 134,087 shares; 2025Q4: 136,396 shares; 2026Q1: 141,622 shares 141,622 $40.7M 0.95% +5,226 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334,693 shares; 2025Q1: 1,314,320 shares; 2025Q2: 1,392,152 shares; 2025Q3: 1,396,531 shares; 2025Q4: 37,032 shares; 2026Q1: 1,417,296 shares 1,417,296 $37.1M 0.86% +1,380,264 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: 108,345 shares; 2024Q4: 106,280 shares; 2025Q1: 110,540 shares; 2025Q2: 116,204 shares; 2025Q3: 112,542 shares; 2025Q4: 110,719 shares; 2026Q1: 114,797 shares 114,797 $35.5M 0.83% +4,078 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: 395,917 shares; 2024Q4: 405,804 shares; 2025Q1: 392,022 shares; 2025Q2: 391,744 shares; 2025Q3: 401,206 shares; 2025Q4: 424,649 shares; 2026Q1: 421,109 shares 421,109 $33M 0.77% -3,540 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,337 shares; 2024Q4: 28,718 shares; 2025Q1: 29,796 shares; 2025Q2: 31,595 shares; 2025Q3: 613,270 shares; 2025Q4: 609,058 shares; 2026Q1: 649,295 shares 649,295 $32.1M 0.75% +40,237 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,153 shares; 2024Q4: 181,768 shares; 2025Q1: 181,535 shares; 2025Q2: 190,098 shares; 2025Q3: 197,720 shares; 2025Q4: 202,029 shares; 2026Q1: 1,389,814 shares 1,389,814 $31.8M 0.74% +1,187,785 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: 252,618 shares; 2024Q4: 257,945 shares; 2025Q1: 279,306 shares; 2025Q2: 288,439 shares; 2025Q3: 267,839 shares; 2025Q4: 158,521 shares; 2026Q1: 163,942 shares 163,942 $31.4M 0.73% +5,421 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: 472,453 shares; 2024Q4: 491,996 shares; 2025Q1: 496,050 shares; 2025Q2: 516,560 shares; 2025Q3: 522,558 shares; 2025Q4: 559,789 shares; 2026Q1: 561,579 shares 561,579 $30.4M 0.7% +1,790 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: 100,275 shares; 2024Q4: 102,723 shares; 2025Q1: 98,162 shares; 2025Q2: 102,180 shares; 2025Q3: 104,314 shares; 2025Q4: 116,804 shares; 2026Q1: 115,857 shares 115,857 $30.3M 0.7% -947 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: 476,059 shares; 2024Q4: 921,501 shares; 2025Q1: 650,179 shares; 2025Q2: 699,232 shares; 2025Q3: 856,131 shares; 2025Q4: 841,382 shares; 2026Q1: 874,769 shares 874,769 $29.5M 0.69% +33,387 Timeline UDIV 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: 200,075 shares; 2024Q4: 276,422 shares; 2025Q1: 354,027 shares; 2025Q2: 405,076 shares; 2025Q3: 460,701 shares; 2025Q4: 510,565 shares; 2026Q1: 554,831 shares 554,831 $28.6M 0.67% +44,266 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,716 shares; 2024Q4: 166,489 shares; 2025Q1: 218,567 shares; 2025Q2: 368,818 shares; 2025Q3: 464,357 shares; 2025Q4: 614,517 shares; 2026Q1: 351,811 shares 351,811 $28.3M 0.66% -262,706 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344,995 shares; 2025Q3: 695,187 shares; 2025Q4: 752,544 shares; 2026Q1: 809,890 shares 809,890 $26.7M 0.62% +57,346 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: 547,396 shares; 2024Q4: 523,039 shares; 2025Q1: 324,769 shares; 2025Q2: 134,997 shares; 2025Q3: 139,909 shares; 2025Q4: 140,715 shares; 2026Q1: 335,348 shares 335,348 $25.7M 0.6% +194,633 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: 20,773 shares; 2024Q4: 30,004 shares; 2025Q1: 35,097 shares; 2025Q2: 37,654 shares; 2025Q3: 41,927 shares; 2025Q4: 44,681 shares; 2026Q1: 44,226 shares 44,226 $25.3M 0.59% -455 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: 74,436 shares; 2024Q4: 112,482 shares; 2025Q1: 47,388 shares; 2025Q2: 39,453 shares; 2025Q3: 50,727 shares; 2025Q4: 169,788 shares; 2026Q1: 380,606 shares 380,606 $23.3M 0.54% +210,818 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,229 shares; 2025Q2: 540,740 shares; 2025Q3: 567,118 shares; 2025Q4: 586,877 shares; 2026Q1: 641,918 shares 641,918 $23.3M 0.54% +55,041 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: 37,067 shares; 2024Q4: 43,585 shares; 2025Q1: 51,578 shares; 2025Q2: 56,377 shares; 2025Q3: 59,453 shares; 2025Q4: 61,932 shares; 2026Q1: 61,765 shares 61,765 $23M 0.53% -167 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: 86,022 shares; 2024Q4: 94,540 shares; 2025Q1: 94,870 shares; 2025Q2: 95,162 shares; 2025Q3: 96,476 shares; 2025Q4: 97,097 shares; 2026Q1: 97,742 shares 97,742 $21M 0.49% +645 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: 2,300 shares; 2024Q4: 127,131 shares; 2025Q1: 119,058 shares; 2025Q2: 124,805 shares; 2025Q3: 120,346 shares; 2025Q4: 170,165 shares; 2026Q1: 185,380 shares 185,380 $20.8M 0.48% +15,215 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: 6,369 shares; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 163,844 shares; 2025Q4: 194,061 shares; 2026Q1: 292,228 shares 292,228 $20.7M 0.48% +98,167 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: 388,845 shares; 2024Q4: 515,959 shares; 2025Q1: 536,343 shares; 2025Q2: 573,215 shares; 2025Q3: 462,200 shares; 2025Q4: 559,013 shares; 2026Q1: 773,540 shares 773,540 $20.3M 0.47% +214,527 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,432 shares; 2024Q4: 332,871 shares; 2025Q1: 343,783 shares; 2025Q2: 355,342 shares; 2025Q3: 358,241 shares; 2025Q4: 381,034 shares; 2026Q1: 427,520 shares 427,520 $20.1M 0.47% +46,486 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 19,536 shares; 2025Q1: 212,428 shares; 2025Q2: 238,638 shares; 2025Q3: 247,248 shares; 2025Q4: 195,895 shares; 2026Q1: 198,794 shares 198,794 $20M 0.46% +2,899 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: 41,536 shares; 2024Q4: 44,399 shares; 2025Q1: 47,451 shares; 2025Q2: 63,330 shares; 2025Q3: 53,307 shares; 2025Q4: 58,381 shares; 2026Q1: 61,143 shares 61,143 $19.6M 0.46% +2,762 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,242 shares; 2024Q4: 367,812 shares; 2025Q1: 359,654 shares; 2025Q2: 376,252 shares; 2025Q3: 401,920 shares; 2025Q4: 407,624 shares; 2026Q1: 372,944 shares 372,944 $19.4M 0.45% -34,680 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,811 shares; 2025Q3: 59,067 shares; 2025Q4: 154,762 shares; 2026Q1: 254,057 shares 254,057 $19.2M 0.45% +99,295 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: 188,470 shares; 2024Q4: 185,538 shares; 2025Q1: 185,038 shares; 2025Q2: 188,467 shares; 2025Q3: 190,370 shares; 2025Q4: 208,267 shares; 2026Q1: 210,031 shares 210,031 $18.6M 0.43% +1,764 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: 217,730 shares; 2024Q4: 221,988 shares; 2025Q1: 231,119 shares; 2025Q2: 224,940 shares; 2025Q3: 218,111 shares; 2025Q4: 231,252 shares; 2026Q1: 239,367 shares 239,367 $18.5M 0.43% +8,115 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: 30,122 shares; 2024Q4: 46,450 shares; 2025Q1: 51,955 shares; 2025Q2: 54,342 shares; 2025Q3: 36,622 shares; 2025Q4: 37,010 shares; 2026Q1: 38,275 shares 38,275 $18.3M 0.43% +1,265 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419,750 shares 419,750 $17.2M 0.4% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,202 shares; 2024Q4: 214,328 shares; 2025Q1: 362,399 shares; 2025Q2: 455,124 shares; 2025Q3: 468,449 shares; 2025Q4: 476,681 shares; 2026Q1: 484,729 shares 484,729 $16.4M 0.38% +8,048 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: 8,416 shares; 2024Q4: 9,899 shares; 2025Q1: 12,755 shares; 2025Q2: 13,819 shares; 2025Q3: 14,631 shares; 2025Q4: 14,288 shares; 2026Q1: 17,320 shares 17,320 $15.9M 0.37% +3,032 Timeline HYS 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: 31,156 shares; 2024Q4: 37,983 shares; 2025Q1: 37,762 shares; 2025Q2: 39,334 shares; 2025Q3: 112,073 shares; 2025Q4: 137,429 shares; 2026Q1: 167,248 shares 167,248 $15.6M 0.36% +29,819 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,825 shares; 2024Q4: 176,536 shares; 2025Q1: 183,564 shares; 2025Q2: 168,396 shares; 2025Q3: 137,058 shares; 2025Q4: 218,088 shares; 2026Q1: 303,364 shares 303,364 $15.4M 0.36% +85,276 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: 548,238 shares; 2024Q4: 557,236 shares; 2025Q1: 426,207 shares; 2025Q2: 578,740 shares; 2025Q3: 510,962 shares; 2025Q4: 431,644 shares; 2026Q1: 206,293 shares 206,293 $15.3M 0.36% -225,351 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,527 shares; 2024Q4: 159,204 shares; 2025Q1: 327,630 shares; 2025Q2: 372,755 shares; 2025Q3: 392,680 shares; 2025Q4: 405,595 shares; 2026Q1: 411,647 shares 411,647 $15.3M 0.35% +6,052 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,990 shares; 2024Q4: 245,059 shares; 2025Q1: 230,827 shares; 2025Q2: 178,643 shares; 2025Q3: 184,356 shares; 2025Q4: 197,204 shares; 2026Q1: 202,610 shares 202,610 $13.9M 0.32% +5,406 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,181 shares; 2024Q4: 628,673 shares; 2025Q1: 616,209 shares; 2025Q2: 619,922 shares; 2025Q3: 615,018 shares; 2025Q4: 37,512 shares; 2026Q1: 575,866 shares 575,866 $13.7M 0.32% +538,354 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: 19,288 shares; 2024Q4: 22,487 shares; 2025Q1: 31,013 shares; 2025Q2: 35,272 shares; 2025Q3: 34,529 shares; 2025Q4: 32,679 shares; 2026Q1: 47,832 shares 47,832 $13.7M 0.32% +15,153 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,286 shares; 2024Q4: 186,370 shares; 2025Q1: 226,418 shares; 2025Q2: 235,633 shares; 2025Q3: 342,125 shares; 2025Q4: 345,912 shares; 2026Q1: 348,696 shares 348,696 $13.6M 0.31% +2,784 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,215 shares; 2024Q4: 150,354 shares; 2025Q1: 263,265 shares; 2025Q2: 259,911 shares; 2025Q3: 328,559 shares; 2025Q4: 303,238 shares; 2026Q1: 151,302 shares 151,302 $13.3M 0.31% -151,936 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,822 shares; 2024Q4: 226,142 shares; 2025Q1: 190,370 shares; 2025Q2: 215,174 shares; 2025Q3: 226,257 shares; 2025Q4: 215,423 shares; 2026Q1: 225,098 shares 225,098 $12.8M 0.3% +9,675 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: 98,287 shares; 2024Q4: 111,805 shares; 2025Q1: 106,820 shares; 2025Q2: 116,818 shares; 2025Q3: 85,171 shares; 2025Q4: 93,945 shares; 2026Q1: 85,725 shares 85,725 $12.7M 0.29% -8,220 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: 114,534 shares; 2024Q4: 110,167 shares; 2025Q1: 112,949 shares; 2025Q2: 102,788 shares; 2025Q3: 99,781 shares; 2025Q4: 103,113 shares; 2026Q1: 107,105 shares 107,105 $12.6M 0.29% +3,992 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: 71,558 shares; 2024Q4: 86,375 shares; 2025Q1: 88,722 shares; 2025Q2: 90,969 shares; 2025Q3: 86,539 shares; 2025Q4: 91,844 shares; 2026Q1: 98,974 shares 98,974 $12.3M 0.29% +7,130 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: 3,470 shares; 2024Q4: 7,180 shares; 2025Q1: 9,757 shares; 2025Q2: 10,996 shares; 2025Q3: 13,180 shares; 2025Q4: 118,883 shares; 2026Q1: 123,135 shares 123,135 $11.8M 0.27% +4,252 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: 63,029 shares; 2024Q4: 56,192 shares; 2025Q1: 73,951 shares; 2025Q2: 55,920 shares; 2025Q3: 50,502 shares; 2025Q4: 37,718 shares; 2026Q1: 61,523 shares 61,523 $11.8M 0.27% +23,805 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: 137,050 shares; 2024Q4: 133,557 shares; 2025Q1: 128,125 shares; 2025Q2: 136,903 shares; 2025Q3: 148,101 shares; 2025Q4: 143,176 shares; 2026Q1: 127,008 shares 127,008 $11.8M 0.27% -16,168 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: 26,202 shares; 2024Q4: 27,260 shares; 2025Q1: 28,479 shares; 2025Q2: 36,656 shares; 2025Q3: 37,621 shares; 2025Q4: 33,013 shares; 2026Q1: 27,352 shares 27,352 $11.8M 0.27% -5,661 Timeline HELO 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: 114,836 shares; 2024Q4: 169,775 shares; 2025Q1: 216,539 shares; 2025Q2: 226,122 shares; 2025Q3: 202,679 shares; 2025Q4: 201,311 shares; 2026Q1: 182,626 shares 182,626 $11.7M 0.27% -18,685 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,066 shares; 2024Q4: 75,844 shares; 2025Q1: 73,207 shares; 2025Q2: 72,708 shares; 2025Q3: 71,117 shares; 2025Q4: 75,706 shares; 2026Q1: 81,578 shares 81,578 $11.6M 0.27% +5,872 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: 121,840 shares; 2024Q4: 155,564 shares; 2025Q1: 191,753 shares; 2025Q2: 211,407 shares; 2025Q3: 226,184 shares; 2025Q4: 249,161 shares; 2026Q1: 174,791 shares 174,791 $11.5M 0.27% -74,370 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: 27,288 shares; 2024Q4: 29,580 shares; 2025Q1: 29,080 shares; 2025Q2: 29,120 shares; 2025Q3: 35,080 shares; 2025Q4: 84,225 shares; 2026Q1: 119,945 shares 119,945 $11M 0.26% +35,720 Timeline IBTG 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: 32,210 shares; 2024Q4: 41,425 shares; 2025Q1: 40,180 shares; 2025Q2: 53,680 shares; 2025Q3: 52,230 shares; 2025Q4: 448,425 shares; 2026Q1: 476,200 shares 476,200 $10.9M 0.25% +27,775 Timeline CLIP 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: 9,483 shares; 2024Q4: 11,271 shares; 2025Q1: 11,514 shares; 2025Q2: 14,839 shares; 2025Q3: 16,349 shares; 2025Q4: 16,282 shares; 2026Q1: 108,371 shares 108,371 $10.9M 0.25% +92,089 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 34,657 shares; 2025Q3: 285,333 shares; 2025Q4: 331,009 shares; 2026Q1: 408,952 shares 408,952 $10.7M 0.25% +77,943 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,895 shares; 2024Q4: 63,788 shares; 2025Q1: 56,051 shares; 2025Q2: 66,438 shares; 2025Q3: 55,497 shares; 2025Q4: 43,553 shares; 2026Q1: 45,422 shares 45,422 $10.7M 0.25% +1,869 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559,378 shares; 2024Q4: 596,836 shares; 2025Q1: 682,671 shares; 2025Q2: 740,653 shares; 2025Q3: 820,049 shares; 2025Q4: 899,165 shares; 2026Q1: 946,815 shares 946,815 $10.4M 0.24% +47,650 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,166 shares; 2024Q4: 54,835 shares; 2025Q1: 66,975 shares; 2025Q2: 83,613 shares; 2025Q3: 91,498 shares; 2025Q4: 106,292 shares; 2026Q1: 109,897 shares 109,897 $10.2M 0.24% +3,605 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,847 shares; 2025Q1: 207,993 shares; 2025Q2: 214,029 shares; 2025Q3: 213,988 shares; 2025Q4: 5,964 shares; 2026Q1: 235,549 shares 235,549 $10.1M 0.24% +229,585 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,259 shares; 2024Q4: 43,096 shares; 2025Q1: 50,937 shares; 2025Q2: 149,368 shares; 2025Q3: 158,965 shares; 2025Q4: 166,153 shares; 2026Q1: 169,527 shares 169,527 $9.92M 0.23% +3,374 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: 37,526 shares; 2024Q4: 40,505 shares; 2025Q1: 42,217 shares; 2025Q2: 44,453 shares; 2025Q3: 46,005 shares; 2025Q4: 45,844 shares; 2026Q1: 44,881 shares 44,881 $9.76M 0.23% -963 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: 39,918 shares; 2024Q4: 55,311 shares; 2025Q1: 53,486 shares; 2025Q2: 53,748 shares; 2025Q3: 55,149 shares; 2025Q4: 58,225 shares; 2026Q1: 55,697 shares 55,697 $9.45M 0.22% -2,528 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,848 shares; 2025Q2: 84,165 shares; 2025Q3: 87,934 shares; 2025Q4: 98,838 shares; 2026Q1: 121,754 shares 121,754 $9.42M 0.22% +22,916 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 20,672 shares; 2025Q1: 42,937 shares; 2025Q2: 52,903 shares; 2025Q3: 47,607 shares; 2025Q4: 60,713 shares; 2026Q1: 116,622 shares 116,622 $9.4M 0.22% +55,909 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: 22,897 shares; 2024Q4: 24,780 shares; 2025Q1: 29,305 shares; 2025Q2: 31,967 shares; 2025Q3: 32,761 shares; 2025Q4: 32,365 shares; 2026Q1: 31,195 shares 31,195 $9.18M 0.21% -1,170 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: 33,121 shares; 2024Q4: 39,187 shares; 2025Q1: 47,096 shares; 2025Q2: 65,815 shares; 2025Q3: 60,563 shares; 2025Q4: 59,110 shares; 2026Q1: 62,080 shares 62,080 $8.97M 0.21% +2,970 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: 12,866 shares; 2024Q4: 30,591 shares; 2025Q1: 32,295 shares; 2025Q2: 53,090 shares; 2025Q3: 125,527 shares; 2025Q4: 120,034 shares; 2026Q1: 90,303 shares 90,303 $8.84M 0.21% -29,731 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: 18,072 shares; 2024Q4: 20,463 shares; 2025Q1: 23,492 shares; 2025Q2: 25,139 shares; 2025Q3: 25,751 shares; 2025Q4: 26,349 shares; 2026Q1: 45,826 shares 45,826 $8.84M 0.21% +19,477 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: 181,079 shares; 2024Q4: 200,550 shares; 2025Q1: 227,733 shares; 2025Q2: 246,177 shares; 2025Q3: 262,953 shares; 2025Q4: 257,915 shares; 2026Q1: 173,507 shares 173,507 $8.71M 0.2% -84,408 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: 16,591 shares; 2024Q4: 18,027 shares; 2025Q1: 25,478 shares; 2025Q2: 25,366 shares; 2025Q3: 33,001 shares; 2025Q4: 34,491 shares; 2026Q1: 52,743 shares 52,743 $8.68M 0.2% +18,252 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: 79,381 shares; 2024Q4: 103,853 shares; 2025Q1: 165,902 shares; 2025Q2: 99,967 shares; 2025Q3: 132,512 shares; 2025Q4: 170,722 shares; 2026Q1: 189,376 shares 189,376 $8.64M 0.2% +18,654 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,891 shares; 2024Q4: 147,065 shares; 2025Q1: 127,089 shares; 2025Q2: 128,649 shares; 2025Q3: 145,668 shares; 2025Q4: 168,094 shares; 2026Q1: 170,330 shares 170,330 $8.58M 0.2% +2,236 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: 28,661 shares; 2024Q4: 46,902 shares; 2025Q1: 84,384 shares; 2025Q2: 99,271 shares; 2025Q3: 100,978 shares; 2025Q4: 70,406 shares; 2026Q1: 58,339 shares 58,339 $8.53M 0.2% -12,067 Timeline BUFD 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: 285,728 shares; 2024Q4: 280,185 shares; 2025Q1: 279,979 shares; 2025Q2: 277,959 shares; 2025Q3: 307,782 shares; 2025Q4: 322,935 shares; 2026Q1: 303,348 shares 303,348 $8.49M 0.2% -19,587 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: 46,114 shares; 2024Q4: 50,000 shares; 2025Q1: 67,905 shares; 2025Q2: 74,865 shares; 2025Q3: 81,850 shares; 2025Q4: 92,908 shares; 2026Q1: 87,439 shares 87,439 $8.49M 0.2% -5,469 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,184 shares; 2026Q1: 157,765 shares 157,765 $8.48M 0.2% +66,581 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,095 shares; 2024Q4: 85,090 shares; 2025Q1: 98,968 shares; 2025Q2: 104,843 shares; 2025Q3: 108,538 shares; 2025Q4: 112,986 shares; 2026Q1: 146,750 shares 146,750 $8.47M 0.2% +33,764 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,092 shares; 2024Q4: 398,538 shares; 2025Q1: 338,313 shares; 2025Q2: 309,432 shares; 2025Q3: 290,178 shares; 2025Q4: 234,611 shares; 2026Q1: 220,538 shares 220,538 $8.45M 0.2% -14,073 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,627 shares; 2024Q4: 180,120 shares; 2025Q1: 174,764 shares; 2025Q2: 184,507 shares; 2025Q3: 181,250 shares; 2025Q4: 179,068 shares; 2026Q1: 165,761 shares 165,761 $8.45M 0.2% -13,307 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: 16,700 shares; 2024Q4: 28,241 shares; 2025Q1: 34,658 shares; 2025Q2: 34,203 shares; 2025Q3: 34,830 shares; 2025Q4: 31,479 shares; 2026Q1: 34,040 shares 34,040 $8.32M 0.19% +2,561 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: 10,130 shares; 2024Q4: 8,170 shares; 2025Q1: 9,192 shares; 2025Q2: 11,070 shares; 2025Q3: 11,008 shares; 2025Q4: 10,889 shares; 2026Q1: 11,668 shares 11,668 $8.27M 0.19% +779 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: 24,748 shares; 2024Q4: 25,689 shares; 2025Q1: 28,866 shares; 2025Q2: 27,231 shares; 2025Q3: 31,763 shares; 2025Q4: 33,419 shares; 2026Q1: 34,067 shares 34,067 $8.26M 0.19% +648 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,861 shares; 2025Q3: 157,024 shares; 2025Q4: 268,248 shares; 2026Q1: 323,140 shares 323,140 $7.93M 0.18% +54,892 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: 37,273 shares; 2024Q4: 39,767 shares; 2025Q1: 41,643 shares; 2025Q2: 44,910 shares; 2025Q3: 41,210 shares; 2025Q4: 40,822 shares; 2026Q1: 37,962 shares 37,962 $7.85M 0.18% -2,860 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: 6,719 shares; 2024Q4: 9,041 shares; 2025Q1: 11,097 shares; 2025Q2: 11,480 shares; 2025Q3: 12,488 shares; 2025Q4: 14,542 shares; 2026Q1: 16,655 shares 16,655 $7.71M 0.18% +2,113 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: 5,465 shares; 2024Q4: 6,579 shares; 2025Q1: 7,900 shares; 2025Q2: 8,068 shares; 2025Q3: 7,647 shares; 2025Q4: 7,406 shares; 2026Q1: 7,713 shares 7,713 $7.69M 0.18% +307 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: 39,456 shares; 2024Q4: 45,551 shares; 2025Q1: 48,675 shares; 2025Q2: 47,932 shares; 2025Q3: 51,977 shares; 2025Q4: 52,461 shares; 2026Q1: 49,295 shares 49,295 $7.66M 0.18% -3,166 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: 31,150 shares; 2024Q4: 36,229 shares; 2025Q1: 35,111 shares; 2025Q2: 31,574 shares; 2025Q3: 36,636 shares; 2025Q4: 37,978 shares; 2026Q1: 19,949 shares 19,949 $7.65M 0.18% -18,029 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: 16,188 shares; 2024Q4: 18,539 shares; 2025Q1: 19,846 shares; 2025Q2: 23,045 shares; 2025Q3: 29,942 shares; 2025Q4: 35,308 shares; 2026Q1: 51,831 shares 51,831 $7.6M 0.18% +16,523 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: 20,342 shares; 2024Q4: 23,150 shares; 2025Q1: 22,626 shares; 2025Q2: 24,018 shares; 2025Q3: 23,286 shares; 2025Q4: 23,130 shares; 2026Q1: 22,934 shares 22,934 $7.54M 0.18% -196 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,698 shares; 2025Q1: 262,564 shares; 2025Q2: 273,505 shares; 2025Q3: 273,967 shares; 2025Q4: not reported; 2026Q1: 254,471 shares 254,471 $7.38M 0.17% new 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: 246,074 shares; 2024Q4: 232,375 shares; 2025Q1: 296,207 shares; 2025Q2: 293,875 shares; 2025Q3: 286,895 shares; 2025Q4: 314,425 shares; 2026Q1: 311,521 shares 311,521 $7.15M 0.17% -2,904 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,381 shares; 2024Q4: 248,361 shares; 2025Q1: 223,733 shares; 2025Q2: 218,654 shares; 2025Q3: 188,364 shares; 2025Q4: 190,318 shares; 2026Q1: 177,771 shares 177,771 $6.93M 0.16% -12,547 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: 22,994 shares; 2024Q4: 26,734 shares; 2025Q1: 36,082 shares; 2025Q2: 36,826 shares; 2025Q3: 34,967 shares; 2025Q4: 29,853 shares; 2026Q1: 24,387 shares 24,387 $6.92M 0.16% -5,466 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,156 shares; 2024Q4: 250,666 shares; 2025Q1: 258,414 shares; 2025Q2: 257,998 shares; 2025Q3: 276,017 shares; 2025Q4: 34,841 shares; 2026Q1: 275,974 shares 275,974 $6.87M 0.16% +241,133 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: 85,500 shares; 2024Q4: 97,642 shares; 2025Q1: 107,791 shares; 2025Q2: 85,806 shares; 2025Q3: 102,271 shares; 2025Q4: 105,215 shares; 2026Q1: 141,082 shares 141,082 $6.62M 0.15% +35,867 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: 10,598 shares; 2024Q4: 10,625 shares; 2025Q1: 11,101 shares; 2025Q2: 11,241 shares; 2025Q3: 11,218 shares; 2025Q4: 10,558 shares; 2026Q1: 11,601 shares 11,601 $6.53M 0.15% +1,043 Timeline SCHO 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: 131,100 shares; 2024Q4: 256,478 shares; 2025Q1: 268,329 shares; 2025Q2: 267,594 shares; 2025Q3: 266,235 shares; 2025Q4: 25,665 shares; 2026Q1: 268,463 shares 268,463 $6.52M 0.15% +242,798 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 24,611 shares; 2025Q1: 48,710 shares; 2025Q2: 57,039 shares; 2025Q3: 58,320 shares; 2025Q4: 65,933 shares; 2026Q1: 72,157 shares 72,157 $6.5M 0.15% +6,224 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,435 shares; 2024Q4: 107,774 shares; 2025Q1: 108,398 shares; 2025Q2: 147,003 shares; 2025Q3: 162,477 shares; 2025Q4: 163,777 shares; 2026Q1: 173,868 shares 173,868 $6.41M 0.15% +10,091 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: 37,465 shares; 2024Q4: 39,636 shares; 2025Q1: 46,033 shares; 2025Q2: 36,517 shares; 2025Q3: 41,988 shares; 2025Q4: 45,047 shares; 2026Q1: 77,712 shares 77,712 $6.37M 0.15% +32,665 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: 44,098 shares; 2024Q4: 48,199 shares; 2025Q1: 68,012 shares; 2025Q2: 78,417 shares; 2025Q3: 80,094 shares; 2025Q4: 84,075 shares; 2026Q1: 92,851 shares 92,851 $6.34M 0.15% +8,776 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: 28,587 shares; 2024Q4: 299,578 shares; 2025Q1: 258,289 shares; 2025Q2: 328,281 shares; 2025Q3: 215,639 shares; 2025Q4: 225,847 shares; 2026Q1: 216,347 shares 216,347 $6.3M 0.15% -9,500 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,315 shares; 2024Q4: 123,762 shares; 2025Q1: 136,343 shares; 2025Q2: 149,865 shares; 2025Q3: 159,403 shares; 2025Q4: 174,101 shares; 2026Q1: 156,868 shares 156,868 $6.3M 0.15% -17,233 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 5,316 shares; 2025Q1: 6,939 shares; 2025Q2: 7,066 shares; 2025Q3: 7,203 shares; 2025Q4: 7,445 shares; 2026Q1: 7,418 shares 7,418 $6.28M 0.15% -27 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: 51,973 shares; 2024Q4: 49,700 shares; 2025Q1: 52,537 shares; 2025Q2: 61,393 shares; 2025Q3: 72,854 shares; 2025Q4: 60,131 shares; 2026Q1: 63,098 shares 63,098 $6.26M 0.15% +2,967 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: 117,673 shares; 2024Q4: 135,564 shares; 2025Q1: 178,513 shares; 2025Q2: 235,258 shares; 2025Q3: 250,982 shares; 2025Q4: 279,992 shares; 2026Q1: 221,327 shares 221,327 $6.21M 0.14% -58,665 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,030 shares; 2025Q2: 163,335 shares; 2025Q3: 296,103 shares; 2025Q4: 301,256 shares; 2026Q1: 224,921 shares 224,921 $6.2M 0.14% -76,335 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: 23,794 shares; 2024Q4: 23,894 shares; 2025Q1: 24,833 shares; 2025Q2: 26,952 shares; 2025Q3: 21,211 shares; 2025Q4: 18,364 shares; 2026Q1: 18,018 shares 18,018 $6.16M 0.14% -346 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,195 shares; 2024Q4: 291,549 shares; 2025Q1: 301,567 shares; 2025Q2: 298,885 shares; 2025Q3: 294,461 shares; 2025Q4: 14,031 shares; 2026Q1: 294,424 shares 294,424 $6.1M 0.14% +280,393 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: 7,231 shares; 2024Q4: 15,383 shares; 2025Q1: 15,842 shares; 2025Q2: 15,518 shares; 2025Q3: 14,615 shares; 2025Q4: 22,369 shares; 2026Q1: 17,994 shares 17,994 $6.08M 0.14% -4,375 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: 18,579 shares; 2024Q4: 20,208 shares; 2025Q1: 22,953 shares; 2025Q2: 24,539 shares; 2025Q3: 21,720 shares; 2025Q4: 22,250 shares; 2026Q1: 20,072 shares 20,072 $6.07M 0.14% -2,178 Timeline DFCF 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: 90,857 shares; 2024Q4: 122,615 shares; 2025Q1: 135,021 shares; 2025Q2: 143,506 shares; 2025Q3: 151,682 shares; 2025Q4: 154,300 shares; 2026Q1: 141,839 shares 141,839 $5.99M 0.14% -12,461 Timeline PMBS 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: 48,331 shares; 2025Q3: 61,907 shares; 2025Q4: 89,934 shares; 2026Q1: 120,373 shares 120,373 $5.97M 0.14% +30,439 Timeline SCHP 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: 126,767 shares; 2024Q4: 244,277 shares; 2025Q1: 252,415 shares; 2025Q2: 249,662 shares; 2025Q3: 239,179 shares; 2025Q4: 21,564 shares; 2026Q1: 223,954 shares 223,954 $5.96M 0.14% +202,390 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 9,670 shares; 2025Q1: 8,725 shares; 2025Q2: 7,504 shares; 2025Q3: 6,816 shares; 2025Q4: 6,312 shares; 2026Q1: 6,880 shares 6,880 $5.95M 0.14% +568 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: 9,783 shares; 2024Q4: 11,329 shares; 2025Q1: 11,338 shares; 2025Q2: 11,243 shares; 2025Q3: 9,429 shares; 2025Q4: 10,748 shares; 2026Q1: 11,849 shares 11,849 $5.92M 0.14% +1,101 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: 4,121 shares; 2024Q4: 4,967 shares; 2025Q1: 11,137 shares; 2025Q2: 12,336 shares; 2025Q3: 12,482 shares; 2025Q4: 23,297 shares; 2026Q1: 24,857 shares 24,857 $5.91M 0.14% +1,560 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: 24,564 shares; 2024Q4: 25,088 shares; 2025Q1: 25,461 shares; 2025Q2: 42,670 shares; 2025Q3: 38,013 shares; 2025Q4: 39,809 shares; 2026Q1: 47,509 shares 47,509 $5.91M 0.14% +7,700 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,137 shares; 2025Q1: 136,614 shares; 2025Q2: 143,059 shares; 2025Q3: 142,608 shares; 2025Q4: not reported; 2026Q1: 138,805 shares 138,805 $5.89M 0.14% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 10,057 shares; 2025Q1: 19,778 shares; 2025Q2: 23,220 shares; 2025Q3: 26,856 shares; 2025Q4: 30,223 shares; 2026Q1: 31,075 shares 31,075 $5.8M 0.13% +852 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 35,528 shares; 2025Q1: 49,824 shares; 2025Q2: 57,680 shares; 2025Q3: 62,885 shares; 2025Q4: 67,881 shares; 2026Q1: 94,594 shares 94,594 $5.79M 0.13% +26,713 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,210 shares; 2024Q4: 279,521 shares; 2025Q1: 152,768 shares; 2025Q2: 160,647 shares; 2025Q3: 161,127 shares; 2025Q4: 5,189 shares; 2026Q1: 144,528 shares 144,528 $5.78M 0.13% +139,339 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: 10,392 shares; 2024Q4: 13,132 shares; 2025Q1: 14,738 shares; 2025Q2: 15,338 shares; 2025Q3: 15,904 shares; 2025Q4: 17,159 shares; 2026Q1: 16,395 shares 16,395 $5.77M 0.13% -764 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: 23,275 shares; 2024Q4: 24,341 shares; 2025Q1: 22,424 shares; 2025Q2: 20,878 shares; 2025Q3: 19,845 shares; 2025Q4: 24,872 shares; 2026Q1: 22,945 shares 22,945 $5.69M 0.13% -1,927 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: 7,204 shares; 2025Q3: 124,733 shares; 2025Q4: 128,335 shares; 2026Q1: 107,678 shares 107,678 $5.68M 0.13% -20,657 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: 11,656 shares; 2024Q4: 21,212 shares; 2025Q1: 18,800 shares; 2025Q2: 20,984 shares; 2025Q3: 25,118 shares; 2025Q4: 30,980 shares; 2026Q1: 61,674 shares 61,674 $5.68M 0.13% +30,694 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: 8,673 shares; 2024Q4: 8,524 shares; 2025Q1: 8,642 shares; 2025Q2: 8,310 shares; 2025Q3: 8,765 shares; 2025Q4: 9,138 shares; 2026Q1: 8,028 shares 8,028 $5.6M 0.13% -1,110 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,253 shares; 2024Q4: 196,162 shares; 2025Q1: 56,159 shares; 2025Q2: 58,656 shares; 2025Q3: 66,505 shares; 2025Q4: 64,617 shares; 2026Q1: 64,405 shares 64,405 $5.58M 0.13% -212 Timeline DFSD 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: 68,553 shares; 2024Q4: 84,715 shares; 2025Q1: 101,075 shares; 2025Q2: 105,237 shares; 2025Q3: 109,744 shares; 2025Q4: 117,682 shares; 2026Q1: 115,678 shares 115,678 $5.54M 0.13% -2,004 Timeline CORP 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: 118,943 shares; 2024Q4: 142,490 shares; 2025Q1: 103,558 shares; 2025Q2: 81,574 shares; 2025Q3: 53,036 shares; 2025Q4: 53,325 shares; 2026Q1: 56,996 shares 56,996 $5.52M 0.13% +3,671 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: 5,955 shares; 2024Q4: 6,878 shares; 2025Q1: 14,042 shares; 2025Q2: 26,890 shares; 2025Q3: 27,913 shares; 2025Q4: 36,998 shares; 2026Q1: 43,258 shares 43,258 $5.47M 0.13% +6,260 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: 15,764 shares; 2024Q4: 16,111 shares; 2025Q1: 12,699 shares; 2025Q2: 13,443 shares; 2025Q3: 12,434 shares; 2025Q4: 12,756 shares; 2026Q1: 12,799 shares 12,799 $5.46M 0.13% +43 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: 2,332 shares; 2024Q4: 2,959 shares; 2025Q1: 6,363 shares; 2025Q2: 7,688 shares; 2025Q3: 8,564 shares; 2025Q4: 9,367 shares; 2026Q1: 8,800 shares 8,800 $5.43M 0.13% -567 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: 48,747 shares; 2024Q4: 50,229 shares; 2025Q1: 62,240 shares; 2025Q2: 71,188 shares; 2025Q3: 67,119 shares; 2025Q4: 71,632 shares; 2026Q1: 64,023 shares 64,023 $5.41M 0.13% -7,609 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: 30,496 shares; 2024Q4: 91,259 shares; 2025Q1: 349,872 shares; 2025Q2: 235,377 shares; 2025Q3: 186,177 shares; 2025Q4: 183,510 shares; 2026Q1: 175,452 shares 175,452 $5.38M 0.12% -8,058 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: 24,450 shares; 2024Q4: 31,336 shares; 2025Q1: 38,451 shares; 2025Q2: 41,131 shares; 2025Q3: 47,615 shares; 2025Q4: 46,056 shares; 2026Q1: 44,687 shares 44,687 $5.38M 0.12% -1,369 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: 17,004 shares; 2024Q4: 18,296 shares; 2025Q1: 19,861 shares; 2025Q2: 17,384 shares; 2025Q3: 25,204 shares; 2025Q4: 54,652 shares; 2026Q1: 40,125 shares 40,125 $5.33M 0.12% -14,527 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: 108,390 shares; 2024Q4: 101,755 shares; 2025Q1: 73,571 shares; 2025Q2: 78,330 shares; 2025Q3: 70,736 shares; 2025Q4: 74,821 shares; 2026Q1: 78,660 shares 78,660 $5.31M 0.12% +3,839 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: 28,881 shares; 2024Q4: 33,870 shares; 2025Q1: 35,281 shares; 2025Q2: 36,660 shares; 2025Q3: 41,177 shares; 2025Q4: 43,929 shares; 2026Q1: 31,542 shares 31,542 $5.22M 0.12% -12,387 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: 11,903 shares; 2024Q4: 13,248 shares; 2025Q1: 12,476 shares; 2025Q2: 12,741 shares; 2025Q3: 15,152 shares; 2025Q4: 15,622 shares; 2026Q1: 19,144 shares 19,144 $5.18M 0.12% +3,522 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,616 shares; 2024Q4: 84,499 shares; 2025Q1: 87,769 shares; 2025Q2: 81,397 shares; 2025Q3: 65,465 shares; 2025Q4: 64,696 shares; 2026Q1: 61,719 shares 61,719 $5.16M 0.12% -2,977 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: 34,960 shares; 2024Q4: 40,220 shares; 2025Q1: 42,394 shares; 2025Q2: 40,321 shares; 2025Q3: 43,562 shares; 2025Q4: 43,635 shares; 2026Q1: 48,467 shares 48,467 $5.14M 0.12% +4,832 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,031 shares; 2025Q3: 26,301 shares; 2025Q4: 83,846 shares; 2026Q1: 153,117 shares 153,117 $5.12M 0.12% +69,271 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: 28,915 shares; 2024Q4: 30,985 shares; 2025Q1: 35,002 shares; 2025Q2: 38,730 shares; 2025Q3: 43,394 shares; 2025Q4: 46,061 shares; 2026Q1: 66,020 shares 66,020 $5.09M 0.12% +19,959 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 11,617 shares; 2025Q1: 17,058 shares; 2025Q2: 18,389 shares; 2025Q3: 19,412 shares; 2025Q4: 19,530 shares; 2026Q1: 12,943 shares 12,943 $5.07M 0.12% -6,587 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,575 shares; 2024Q4: 87,203 shares; 2025Q1: 99,819 shares; 2025Q2: 110,019 shares; 2025Q3: 108,636 shares; 2025Q4: 122,171 shares; 2026Q1: 182,376 shares 182,376 $4.98M 0.12% +60,205 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,653 shares; 2024Q4: 132,521 shares; 2025Q1: 119,314 shares; 2025Q2: 119,796 shares; 2025Q3: 121,855 shares; 2025Q4: 122,570 shares; 2026Q1: 109,418 shares 109,418 $4.94M 0.11% -13,152 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: 10,080 shares; 2024Q4: 6,961 shares; 2025Q1: 16,349 shares; 2025Q2: 25,047 shares; 2025Q3: 76,294 shares; 2025Q4: 83,404 shares; 2026Q1: 86,871 shares 86,871 $4.92M 0.11% +3,467 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: 42,281 shares; 2024Q4: 45,172 shares; 2025Q1: 48,287 shares; 2025Q2: 48,011 shares; 2025Q3: 47,870 shares; 2025Q4: 52,848 shares; 2026Q1: 56,682 shares 56,682 $4.91M 0.11% +3,834 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,892 shares; 2024Q4: 19,782 shares; 2025Q1: 13,226 shares; 2025Q2: 109,754 shares; 2025Q3: 124,464 shares; 2025Q4: 101,546 shares; 2026Q1: 160,820 shares 160,820 $4.86M 0.11% +59,274 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: not reported; 2025Q1: 32,224 shares; 2025Q2: 40,302 shares; 2025Q3: 45,442 shares; 2025Q4: 26,746 shares; 2026Q1: 35,750 shares 35,750 $4.76M 0.11% +9,004 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: 17,554 shares; 2024Q4: 69,802 shares; 2025Q1: 56,282 shares; 2025Q2: 71,037 shares; 2025Q3: 62,604 shares; 2025Q4: 62,002 shares; 2026Q1: 79,646 shares 79,646 $4.76M 0.11% +17,644 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,704 shares; 2024Q4: 69,509 shares; 2025Q1: 69,181 shares; 2025Q2: 69,060 shares; 2025Q3: 133,772 shares; 2025Q4: 131,325 shares; 2026Q1: 128,831 shares 128,831 $4.74M 0.11% -2,494 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: 2,297 shares; 2024Q4: 5,352 shares; 2025Q1: 31,453 shares; 2025Q2: 40,994 shares; 2025Q3: 44,032 shares; 2025Q4: 50,538 shares; 2026Q1: 46,767 shares 46,767 $4.68M 0.11% -3,771 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: 19,664 shares; 2024Q4: 20,438 shares; 2025Q1: 20,379 shares; 2025Q2: 22,395 shares; 2025Q3: 22,142 shares; 2025Q4: 21,099 shares; 2026Q1: 22,817 shares 22,817 $4.64M 0.11% +1,718 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: 19,168 shares; 2024Q4: 20,226 shares; 2025Q1: 19,736 shares; 2025Q2: 18,900 shares; 2025Q3: 19,469 shares; 2025Q4: 19,703 shares; 2026Q1: 21,362 shares 21,362 $4.64M 0.11% +1,659 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,625 shares; 2024Q4: 70,994 shares; 2025Q1: 218,129 shares; 2025Q2: 229,864 shares; 2025Q3: 231,534 shares; 2025Q4: not reported; 2026Q1: 172,561 shares 172,561 $4.63M 0.11% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,359 shares; 2024Q4: 358,073 shares; 2025Q1: 331,656 shares; 2025Q2: 330,118 shares; 2025Q3: 257,009 shares; 2025Q4: 252,574 shares; 2026Q1: 158,347 shares 158,347 $4.62M 0.11% -94,227 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,224 shares; 2024Q4: 41,691 shares; 2025Q1: 40,262 shares; 2025Q2: 31,655 shares; 2025Q3: 25,768 shares; 2025Q4: 31,994 shares; 2026Q1: 38,636 shares 38,636 $4.58M 0.11% +6,642 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: 4,268 shares; 2024Q4: 4,591 shares; 2025Q1: 7,855 shares; 2025Q2: 8,412 shares; 2025Q3: 9,407 shares; 2025Q4: 10,265 shares; 2026Q1: 15,785 shares 15,785 $4.53M 0.11% +5,520 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: 56,217 shares; 2024Q4: 56,045 shares; 2025Q1: 56,481 shares; 2025Q2: 68,700 shares; 2025Q3: 93,567 shares; 2025Q4: 91,054 shares; 2026Q1: 90,076 shares 90,076 $4.47M 0.1% -978 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,330 shares; 2024Q4: 111,484 shares; 2025Q1: 106,237 shares; 2025Q2: 115,153 shares; 2025Q3: 125,067 shares; 2025Q4: 118,693 shares; 2026Q1: 104,835 shares 104,835 $4.44M 0.1% -13,858 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: 30,710 shares; 2024Q4: 28,397 shares; 2025Q1: 39,357 shares; 2025Q2: 60,966 shares; 2025Q3: 44,046 shares; 2025Q4: 59,388 shares; 2026Q1: 59,833 shares 59,833 $4.41M 0.1% +445 Timeline SYSB 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: 46,721 shares; 2026Q1: 49,209 shares 49,209 $4.38M 0.1% +2,488 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: 54,671 shares; 2024Q4: 26,980 shares; 2025Q1: 28,459 shares; 2025Q2: 27,188 shares; 2025Q3: 36,616 shares; 2025Q4: 38,801 shares; 2026Q1: 43,078 shares 43,078 $4.33M 0.1% +4,277 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: 44,329 shares; 2024Q4: 50,194 shares; 2025Q1: 53,810 shares; 2025Q2: 53,291 shares; 2025Q3: 53,495 shares; 2025Q4: 56,272 shares; 2026Q1: 56,673 shares 56,673 $4.31M 0.1% +401 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: 15,807 shares; 2024Q4: 16,830 shares; 2025Q1: 17,098 shares; 2025Q2: 17,211 shares; 2025Q3: 17,490 shares; 2025Q4: 18,308 shares; 2026Q1: 17,669 shares 17,669 $4.29M 0.1% -639 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: 11,259 shares; 2024Q4: 17,965 shares; 2025Q1: 22,763 shares; 2025Q2: 25,870 shares; 2025Q3: 28,891 shares; 2025Q4: 32,755 shares; 2026Q1: 37,118 shares 37,118 $4.27M 0.1% +4,363 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: 109,321 shares; 2024Q4: 137,140 shares; 2025Q1: 112,375 shares; 2025Q2: 88,780 shares; 2025Q3: 100,244 shares; 2025Q4: 112,589 shares; 2026Q1: 126,964 shares 126,964 $4.26M 0.1% +14,375 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: 62,971 shares; 2024Q4: 53,193 shares; 2025Q1: 50,859 shares; 2025Q2: 49,305 shares; 2025Q3: 39,466 shares; 2025Q4: 25,608 shares; 2026Q1: 24,695 shares 24,695 $4.24M 0.1% -913 Timeline LALT 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: 33,031 shares; 2024Q4: 120,684 shares; 2025Q1: 155,656 shares; 2025Q2: 156,374 shares; 2025Q3: 168,751 shares; 2025Q4: 170,737 shares; 2026Q1: 174,150 shares 174,150 $4.23M 0.1% +3,413 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: 21,577 shares; 2024Q4: 34,529 shares; 2025Q1: 40,661 shares; 2025Q2: 117,502 shares; 2025Q3: 123,330 shares; 2025Q4: 115,549 shares; 2026Q1: 61,971 shares 61,971 $4.22M 0.1% -53,578 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: 34,762 shares; 2024Q4: 38,833 shares; 2025Q1: 50,371 shares; 2025Q2: 58,963 shares; 2025Q3: 62,349 shares; 2025Q4: 62,623 shares; 2026Q1: 60,147 shares 60,147 $4.2M 0.1% -2,476 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: 32,135 shares; 2024Q4: 41,240 shares; 2025Q1: 29,531 shares; 2025Q2: 31,788 shares; 2025Q3: 29,904 shares; 2025Q4: 30,670 shares; 2026Q1: 30,023 shares 30,023 $4.18M 0.1% -647 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,343 shares; 2024Q4: 70,293 shares; 2025Q1: 75,554 shares; 2025Q2: 74,574 shares; 2025Q3: 66,666 shares; 2025Q4: 79,792 shares; 2026Q1: 88,730 shares 88,730 $4.18M 0.1% +8,938 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,629 shares; 2025Q1: 13,404 shares; 2025Q2: 18,933 shares; 2025Q3: 20,310 shares; 2025Q4: 21,972 shares; 2026Q1: 19,492 shares 19,492 $4.16M 0.1% -2,480 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: 43,980 shares; 2024Q4: 31,841 shares; 2025Q1: 41,412 shares; 2025Q2: 67,340 shares; 2025Q3: 99,586 shares; 2025Q4: 97,585 shares; 2026Q1: 95,471 shares 95,471 $4.16M 0.1% -2,114 Timeline AUSF 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: 21,176 shares; 2025Q1: 21,238 shares; 2025Q2: 18,726 shares; 2025Q3: 18,671 shares; 2025Q4: 89,951 shares; 2026Q1: 85,728 shares 85,728 $4.14M 0.1% -4,223 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: 139,264 shares; 2024Q4: 135,146 shares; 2025Q1: 134,005 shares; 2025Q2: 114,226 shares; 2025Q3: 17,740 shares; 2025Q4: 19,888 shares; 2026Q1: 22,745 shares 22,745 $4.13M 0.1% +2,857 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,915 shares; 2024Q4: 38,363 shares; 2025Q1: 32,088 shares; 2025Q2: 36,925 shares; 2025Q3: 42,500 shares; 2025Q4: 45,724 shares; 2026Q1: 56,149 shares 56,149 $4.09M 0.09% +10,425 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,567 shares; 2024Q4: 33,387 shares; 2025Q1: 31,848 shares; 2025Q2: 62,219 shares; 2025Q3: 59,227 shares; 2025Q4: 57,466 shares; 2026Q1: 51,242 shares 51,242 $4.06M 0.09% -6,224 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,252 shares; 2025Q1: 5,721 shares; 2025Q2: 16,556 shares; 2025Q3: 19,186 shares; 2025Q4: 23,743 shares; 2026Q1: 27,965 shares 27,965 $4.05M 0.09% +4,222 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: 58,524 shares; 2024Q4: 48,244 shares; 2025Q1: 59,933 shares; 2025Q2: 61,952 shares; 2025Q3: 58,877 shares; 2025Q4: 58,301 shares; 2026Q1: 57,519 shares 57,519 $4.05M 0.09% -782 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: 7,823 shares; 2024Q4: 6,575 shares; 2025Q1: 6,512 shares; 2025Q2: 25,965 shares; 2025Q3: 56,799 shares; 2025Q4: 57,207 shares; 2026Q1: 47,592 shares 47,592 $4.04M 0.09% -9,615 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: 2,161 shares; 2024Q4: 2,632 shares; 2025Q1: 2,701 shares; 2025Q2: 3,238 shares; 2025Q3: 3,461 shares; 2025Q4: 3,435 shares; 2026Q1: 4,617 shares 4,617 $4.03M 0.09% +1,182 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: 25,053 shares; 2024Q4: 25,398 shares; 2025Q1: 27,404 shares; 2025Q2: 27,991 shares; 2025Q3: 29,443 shares; 2025Q4: 50,851 shares; 2026Q1: 54,779 shares 54,779 $4.01M 0.09% +3,928 Timeline PFM 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: 59,447 shares; 2024Q4: 58,549 shares; 2025Q1: 63,466 shares; 2025Q2: 69,363 shares; 2025Q3: 73,025 shares; 2025Q4: 74,485 shares; 2026Q1: 77,778 shares 77,778 $3.97M 0.09% +3,293 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 12,816 shares; 2025Q1: 12,935 shares; 2025Q2: 13,996 shares; 2025Q3: 13,475 shares; 2025Q4: 13,624 shares; 2026Q1: 13,124 shares 13,124 $3.97M 0.09% -500 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: 10,374 shares; 2024Q4: 9,944 shares; 2025Q1: 10,906 shares; 2025Q2: 12,454 shares; 2025Q3: 12,591 shares; 2025Q4: 12,764 shares; 2026Q1: 12,672 shares 12,672 $3.94M 0.09% -92 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: 32,689 shares; 2025Q4: 34,572 shares; 2026Q1: 39,184 shares 39,184 $3.91M 0.09% +4,612 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,152 shares; 2025Q3: 155,557 shares; 2025Q4: 208,639 shares; 2026Q1: 165,094 shares 165,094 $3.89M 0.09% -43,545 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,174 shares; 2024Q4: 27,557 shares; 2025Q1: 26,752 shares; 2025Q2: 26,330 shares; 2025Q3: 25,408 shares; 2025Q4: 25,921 shares; 2026Q1: 27,431 shares 27,431 $3.88M 0.09% +1,510 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,817 shares; 2024Q4: 28,173 shares; 2025Q1: 131,595 shares; 2025Q2: 126,521 shares; 2025Q3: 61,163 shares; 2025Q4: 18,136 shares; 2026Q1: 69,378 shares 69,378 $3.87M 0.09% +51,242 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,215 shares; 2024Q4: 112,138 shares; 2025Q1: 124,504 shares; 2025Q2: 187,175 shares; 2025Q3: 180,370 shares; 2025Q4: 235,444 shares; 2026Q1: 223,733 shares 223,733 $3.84M 0.09% -11,711 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 10,166 shares; 2025Q1: 9,692 shares; 2025Q2: 10,012 shares; 2025Q3: 8,540 shares; 2025Q4: 8,861 shares; 2026Q1: 8,811 shares 8,811 $3.81M 0.09% -50 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,555 shares; 2025Q1: 31,710 shares; 2025Q2: 59,103 shares; 2025Q3: 110,239 shares; 2025Q4: 115,966 shares; 2026Q1: 11,912 shares 11,912 $3.79M 0.09% -104,054 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,264 shares; 2025Q2: 78,032 shares; 2025Q3: 80,461 shares; 2025Q4: 76,766 shares; 2026Q1: 77,164 shares 77,164 $3.78M 0.09% +398 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: 91,172 shares; 2024Q4: 65,354 shares; 2025Q1: 79,421 shares; 2025Q2: 84,766 shares; 2025Q3: 49,681 shares; 2025Q4: 53,085 shares; 2026Q1: 48,190 shares 48,190 $3.74M 0.09% -4,895 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 78,994 shares; 2025Q1: 74,919 shares; 2025Q2: 87,771 shares; 2025Q3: 92,906 shares; 2025Q4: 95,663 shares; 2026Q1: 95,313 shares 95,313 $3.73M 0.09% -350 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: 16,204 shares; 2024Q4: 22,040 shares; 2025Q1: 19,577 shares; 2025Q2: 22,211 shares; 2025Q3: 25,649 shares; 2025Q4: 25,660 shares; 2026Q1: 25,268 shares 25,268 $3.72M 0.09% -392 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: 13,433 shares; 2024Q4: 16,512 shares; 2025Q1: 16,665 shares; 2025Q2: 18,799 shares; 2025Q3: 20,668 shares; 2025Q4: 22,353 shares; 2026Q1: 25,479 shares 25,479 $3.7M 0.09% +3,126 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: 13,519 shares; 2024Q4: 11,203 shares; 2025Q1: 11,428 shares; 2025Q2: 14,171 shares; 2025Q3: 14,613 shares; 2025Q4: 30,113 shares; 2026Q1: 39,962 shares 39,962 $3.67M 0.09% +9,849 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: 148,740 shares; 2024Q4: 131,892 shares; 2025Q1: 134,306 shares; 2025Q2: 144,489 shares; 2025Q3: 142,220 shares; 2025Q4: 135,748 shares; 2026Q1: 126,315 shares 126,315 $3.66M 0.09% -9,433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 16,274 shares; 2025Q4: 79,910 shares; 2026Q1: 86,071 shares 86,071 $3.66M 0.09% +6,161 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,974 shares; 2024Q4: 240,497 shares; 2025Q1: 222,625 shares; 2025Q2: 217,747 shares; 2025Q3: 178,236 shares; 2025Q4: 171,234 shares; 2026Q1: 121,686 shares 121,686 $3.66M 0.08% -49,548 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 6,964 shares; 2025Q1: 5,541 shares; 2025Q2: 5,521 shares; 2025Q3: 11,768 shares; 2025Q4: 11,940 shares; 2026Q1: 15,815 shares 15,815 $3.64M 0.08% +3,875 Timeline IGRO 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: 57,377 shares; 2024Q4: 63,124 shares; 2025Q1: 63,240 shares; 2025Q2: 50,317 shares; 2025Q3: 51,463 shares; 2025Q4: 43,562 shares; 2026Q1: 43,425 shares 43,425 $3.64M 0.08% -137 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: 9,906 shares; 2024Q4: 22,951 shares; 2025Q1: 26,495 shares; 2025Q2: 28,057 shares; 2025Q3: 15,810 shares; 2025Q4: 26,569 shares; 2026Q1: 27,311 shares 27,311 $3.6M 0.08% +742 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: 26,608 shares; 2024Q4: 29,885 shares; 2025Q1: 34,726 shares; 2025Q2: 39,054 shares; 2025Q3: 37,146 shares; 2025Q4: 36,100 shares; 2026Q1: 38,639 shares 38,639 $3.59M 0.08% +2,539 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 143,749 shares; 2025Q1: 183,673 shares; 2025Q2: 180,625 shares; 2025Q3: 64,887 shares; 2025Q4: 72,983 shares; 2026Q1: 72,073 shares 72,073 $3.58M 0.08% -910 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 8,599 shares; 2025Q1: 131,517 shares; 2025Q2: 127,356 shares; 2025Q3: 57,938 shares; 2025Q4: 13,459 shares; 2026Q1: 70,796 shares 70,796 $3.57M 0.08% +57,337 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,324 shares; 2024Q4: 357,163 shares; 2025Q1: 178,559 shares; 2025Q2: 171,466 shares; 2025Q3: 34,799 shares; 2025Q4: 34,888 shares; 2026Q1: 31,949 shares 31,949 $3.56M 0.08% -2,939 Timeline ILTB 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: 57,747 shares; 2024Q4: 59,652 shares; 2025Q1: 66,161 shares; 2025Q2: 59,076 shares; 2025Q3: 66,114 shares; 2025Q4: 68,423 shares; 2026Q1: 71,940 shares 71,940 $3.52M 0.08% +3,517 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: 33,822 shares; 2024Q4: 37,918 shares; 2025Q1: 42,928 shares; 2025Q2: 53,075 shares; 2025Q3: 51,606 shares; 2025Q4: 56,302 shares; 2026Q1: 59,160 shares 59,160 $3.52M 0.08% +2,858 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: 15,147 shares; 2025Q4: 30,888 shares; 2026Q1: 41,027 shares 41,027 $3.51M 0.08% +10,139 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,469 shares; 2024Q4: 19,099 shares; 2025Q1: 19,145 shares; 2025Q2: 17,066 shares; 2025Q3: 16,272 shares; 2025Q4: 16,306 shares; 2026Q1: 71,658 shares 71,658 $3.47M 0.08% +55,352 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: 5,004 shares; 2024Q4: 6,006 shares; 2025Q1: 13,414 shares; 2025Q2: 12,924 shares; 2025Q3: 16,661 shares; 2025Q4: 16,431 shares; 2026Q1: 12,723 shares 12,723 $3.46M 0.08% -3,708 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: 12,200 shares; 2024Q4: 12,499 shares; 2025Q1: 13,772 shares; 2025Q2: 16,435 shares; 2025Q3: 16,981 shares; 2025Q4: 17,134 shares; 2026Q1: 18,165 shares 18,165 $3.44M 0.08% +1,031 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: 103,701 shares; 2024Q4: 109,163 shares; 2025Q1: 82,413 shares; 2025Q2: 83,039 shares; 2025Q3: 83,038 shares; 2025Q4: 85,464 shares; 2026Q1: 70,550 shares 70,550 $3.44M 0.08% -14,914 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,507 shares; 2024Q4: 11,577 shares; 2025Q1: 13,541 shares; 2025Q2: 16,502 shares; 2025Q3: 14,712 shares; 2025Q4: 23,414 shares; 2026Q1: 23,732 shares 23,732 $3.43M 0.08% +318 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,122 shares; 2024Q4: 52,264 shares; 2025Q1: 62,044 shares; 2025Q2: 67,615 shares; 2025Q3: 73,500 shares; 2025Q4: 72,623 shares; 2026Q1: 69,290 shares 69,290 $3.42M 0.08% -3,333 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,668 shares; 2024Q4: 131,677 shares; 2025Q1: 20,122 shares; 2025Q2: 127,290 shares; 2025Q3: 66,901 shares; 2025Q4: 73,219 shares; 2026Q1: 67,339 shares 67,339 $3.39M 0.08% -5,880 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,408 shares; 2024Q4: 13,720 shares; 2025Q1: 17,354 shares; 2025Q2: 23,923 shares; 2025Q3: 30,260 shares; 2025Q4: 31,631 shares; 2026Q1: 35,292 shares 35,292 $3.38M 0.08% +3,661 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: 66,544 shares; 2024Q4: 67,006 shares; 2025Q1: 74,001 shares; 2025Q2: 80,077 shares; 2025Q3: 81,378 shares; 2025Q4: 84,607 shares; 2026Q1: 84,901 shares 84,901 $3.37M 0.08% +294 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: 63,341 shares; 2024Q4: 66,260 shares; 2025Q1: 65,637 shares; 2025Q2: 69,655 shares; 2025Q3: 72,733 shares; 2025Q4: 74,457 shares; 2026Q1: 84,649 shares 84,649 $3.37M 0.08% +10,192 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: 22,634 shares; 2024Q4: 24,483 shares; 2025Q1: 23,665 shares; 2025Q2: 29,948 shares; 2025Q3: 47,998 shares; 2025Q4: 45,694 shares; 2026Q1: 44,357 shares 44,357 $3.36M 0.08% -1,337 Timeline DCOR 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: 26,759 shares; 2024Q4: 28,082 shares; 2025Q1: 39,360 shares; 2025Q2: 42,220 shares; 2025Q3: 49,098 shares; 2025Q4: 43,340 shares; 2026Q1: 46,580 shares 46,580 $3.36M 0.08% +3,240 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,347 shares; 2024Q4: 55,618 shares; 2025Q1: 58,213 shares; 2025Q2: 36,000 shares; 2025Q3: 38,808 shares; 2025Q4: 42,610 shares; 2026Q1: 32,606 shares 32,606 $3.32M 0.08% -10,004 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,951 shares; 2025Q1: 9,367 shares; 2025Q2: 116,002 shares; 2025Q3: 6,676 shares; 2025Q4: 62,634 shares; 2026Q1: 61,563 shares 61,563 $3.29M 0.08% -1,071 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 49,584 shares; 2025Q4: 49,724 shares; 2026Q1: 111,364 shares 111,364 $3.26M 0.08% +61,640 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: 5,323 shares; 2024Q4: 8,318 shares; 2025Q1: 8,817 shares; 2025Q2: 10,613 shares; 2025Q3: 9,646 shares; 2025Q4: 9,805 shares; 2026Q1: 9,626 shares 9,626 $3.25M 0.08% -179 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 15,984 shares; 2025Q1: 20,558 shares; 2025Q2: 33,745 shares; 2025Q3: 51,744 shares; 2025Q4: 60,583 shares; 2026Q1: 70,487 shares 70,487 $3.25M 0.08% +9,904 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 180,388 shares; 2025Q1: 53,362 shares; 2025Q2: 174,929 shares; 2025Q3: 9,557 shares; 2025Q4: 68,663 shares; 2026Q1: 67,492 shares 67,492 $3.22M 0.07% -1,171 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 30,558 shares; 2025Q1: 35,296 shares; 2025Q2: 81,170 shares; 2025Q3: 89,898 shares; 2025Q4: 38,812 shares; 2026Q1: 30,820 shares 30,820 $3.19M 0.07% -7,992 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: 7,642 shares; 2024Q4: 7,367 shares; 2025Q1: 8,055 shares; 2025Q2: 9,347 shares; 2025Q3: 9,843 shares; 2025Q4: 10,005 shares; 2026Q1: 10,114 shares 10,114 $3.17M 0.07% +109 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 25,680 shares; 2025Q3: 51,981 shares; 2025Q4: 76,360 shares; 2026Q1: 89,061 shares 89,061 $3.15M 0.07% +12,701 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: 6,054 shares; 2024Q4: 10,767 shares; 2025Q1: 19,834 shares; 2025Q2: 25,341 shares; 2025Q3: 20,347 shares; 2025Q4: 58,362 shares; 2026Q1: 61,875 shares 61,875 $3.13M 0.07% +3,513 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,659 shares 34,659 $3.05M 0.07% new 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: 16,446 shares; 2024Q4: 19,838 shares; 2025Q1: 15,595 shares; 2025Q2: 17,150 shares; 2025Q3: 17,730 shares; 2025Q4: 19,155 shares; 2026Q1: 30,995 shares 30,995 $3.03M 0.07% +11,840 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: 76,906 shares; 2024Q4: 60,404 shares; 2025Q1: 26,331 shares; 2025Q2: 42,019 shares; 2025Q3: 71,473 shares; 2025Q4: 61,790 shares; 2026Q1: 62,587 shares 62,587 $3.02M 0.07% +797 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: not reported; 2024Q4: not reported; 2025Q1: 51,488 shares; 2025Q2: 59,192 shares; 2025Q3: 61,749 shares; 2025Q4: 52,320 shares; 2026Q1: 46,496 shares 46,496 $3.02M 0.07% -5,824 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,742 shares; 2024Q4: 95,992 shares; 2025Q1: 105,948 shares; 2025Q2: 77,150 shares; 2025Q3: 70,934 shares; 2025Q4: 83,870 shares; 2026Q1: 59,049 shares 59,049 $2.97M 0.07% -24,821 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,387 shares; 2024Q4: 110,831 shares; 2025Q1: 93,739 shares; 2025Q2: 92,977 shares; 2025Q3: 92,318 shares; 2025Q4: 79,474 shares; 2026Q1: 68,858 shares 68,858 $2.97M 0.07% -10,616 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: 73,579 shares; 2024Q4: 83,068 shares; 2025Q1: 69,338 shares; 2025Q2: 68,820 shares; 2025Q3: 65,925 shares; 2025Q4: 73,642 shares; 2026Q1: 59,703 shares 59,703 $2.95M 0.07% -13,939 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: 127,901 shares; 2024Q4: 115,125 shares; 2025Q1: 119,906 shares; 2025Q2: 129,909 shares; 2025Q3: 113,873 shares; 2025Q4: 155,307 shares; 2026Q1: 111,956 shares 111,956 $2.94M 0.07% -43,351 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,919 shares; 2024Q4: 41,087 shares; 2025Q1: 40,358 shares; 2025Q2: 47,064 shares; 2025Q3: 46,019 shares; 2025Q4: 55,649 shares; 2026Q1: 52,728 shares 52,728 $2.92M 0.07% -2,921 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,252 shares; 2024Q4: 78,829 shares; 2025Q1: 82,954 shares; 2025Q2: 109,885 shares; 2025Q3: 89,752 shares; 2025Q4: 89,979 shares; 2026Q1: 95,436 shares 95,436 $2.89M 0.07% +5,457 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: 35,017 shares; 2024Q4: 35,104 shares; 2025Q1: 34,571 shares; 2025Q2: 35,004 shares; 2025Q3: 34,565 shares; 2025Q4: 33,884 shares; 2026Q1: 32,485 shares 32,485 $2.87M 0.07% -1,399 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: 3 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.07% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,748 shares; 2025Q2: 2,465 shares; 2025Q3: 7,012 shares; 2025Q4: 7,206 shares; 2026Q1: 6,721 shares 6,721 $2.85M 0.07% -485 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: 14,532 shares; 2024Q4: 14,428 shares; 2025Q1: 14,875 shares; 2025Q2: 27,414 shares; 2025Q3: 28,587 shares; 2025Q4: 27,311 shares; 2026Q1: 28,944 shares 28,944 $2.85M 0.07% +1,633 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,234 shares 118,234 $2.84M 0.07% new Timeline JGLO 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: 48,307 shares; 2024Q4: 48,451 shares; 2025Q1: 48,802 shares; 2025Q2: 48,580 shares; 2025Q3: 33,781 shares; 2025Q4: 43,047 shares; 2026Q1: 43,392 shares 43,392 $2.83M 0.07% +345 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: 27,238 shares; 2024Q4: 29,302 shares; 2025Q1: 32,279 shares; 2025Q2: 41,202 shares; 2025Q3: 33,830 shares; 2025Q4: 40,781 shares; 2026Q1: 54,253 shares 54,253 $2.83M 0.07% +13,472 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,837 shares; 2024Q4: 26,642 shares; 2025Q1: 29,046 shares; 2025Q2: 21,659 shares; 2025Q3: 21,435 shares; 2025Q4: 23,013 shares; 2026Q1: 25,348 shares 25,348 $2.81M 0.07% +2,335 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 5,194 shares; 2025Q1: 5,523 shares; 2025Q2: 13,472 shares; 2025Q3: 10,150 shares; 2025Q4: 15,766 shares; 2026Q1: 14,132 shares 14,132 $2.8M 0.07% -1,634 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: 19,320 shares; 2024Q4: 20,777 shares; 2025Q1: 23,852 shares; 2025Q2: 32,881 shares; 2025Q3: 26,426 shares; 2025Q4: 32,458 shares; 2026Q1: 61,911 shares 61,911 $2.8M 0.06% +29,453 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: 10,032 shares; 2024Q4: 19,672 shares; 2025Q1: 24,970 shares; 2025Q2: 27,348 shares; 2025Q3: 23,104 shares; 2025Q4: 21,720 shares; 2026Q1: 17,398 shares 17,398 $2.79M 0.06% -4,322 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: 33,351 shares; 2025Q1: 37,302 shares; 2025Q2: 28,821 shares; 2025Q3: 28,143 shares; 2025Q4: 24,640 shares; 2026Q1: 22,694 shares 22,694 $2.79M 0.06% -1,946 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: 17,236 shares; 2025Q1: 17,240 shares; 2025Q2: 17,029 shares; 2025Q3: 22,793 shares; 2025Q4: 37,203 shares; 2026Q1: 50,787 shares 50,787 $2.79M 0.06% +13,584 Timeline PHYS 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: 63,861 shares; 2024Q4: 67,296 shares; 2025Q1: 69,704 shares; 2025Q2: 110,481 shares; 2025Q3: 123,143 shares; 2025Q4: 107,813 shares; 2026Q1: 78,197 shares 78,197 $2.77M 0.06% -29,616 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: 2,884 shares; 2024Q4: 3,106 shares; 2025Q1: 5,387 shares; 2025Q2: 5,702 shares; 2025Q3: 5,460 shares; 2025Q4: 4,328 shares; 2026Q1: 4,061 shares 4,061 $2.77M 0.06% -267 Timeline SCHZ 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: 47,488 shares; 2024Q4: 95,862 shares; 2025Q1: 107,021 shares; 2025Q2: 113,838 shares; 2025Q3: 111,208 shares; 2025Q4: 118,072 shares; 2026Q1: 118,853 shares 118,853 $2.76M 0.06% +781 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 13,116 shares; 2025Q1: 11,986 shares; 2025Q2: 11,425 shares; 2025Q3: 14,128 shares; 2025Q4: 14,322 shares; 2026Q1: 13,841 shares 13,841 $2.74M 0.06% -481 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,517 shares; 2025Q1: 2,663 shares; 2025Q2: 2,366 shares; 2025Q3: 2,301 shares; 2025Q4: 2,292 shares; 2026Q1: 2,070 shares 2,070 $2.73M 0.06% -222 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,893 shares; 2024Q4: 179,816 shares; 2025Q1: 167,996 shares; 2025Q2: 164,686 shares; 2025Q3: 160,065 shares; 2025Q4: 18,770 shares; 2026Q1: 156,792 shares 156,792 $2.72M 0.06% +138,022 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,474 shares; 2024Q4: 68,276 shares; 2025Q1: 104,915 shares; 2025Q2: 110,591 shares; 2025Q3: 112,362 shares; 2025Q4: 70,684 shares; 2026Q1: 56,567 shares 56,567 $2.69M 0.06% -14,117 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: 13,362 shares; 2024Q4: 20,474 shares; 2025Q1: 40,966 shares; 2025Q2: 44,653 shares; 2025Q3: 48,201 shares; 2025Q4: 55,689 shares; 2026Q1: 71,873 shares 71,873 $2.68M 0.06% +16,184 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: 6,820 shares; 2024Q4: 8,396 shares; 2025Q1: 11,095 shares; 2025Q2: 12,954 shares; 2025Q3: 13,525 shares; 2025Q4: 14,259 shares; 2026Q1: 13,775 shares 13,775 $2.67M 0.06% -484 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: 22,907 shares; 2024Q4: 23,800 shares; 2025Q1: 25,568 shares; 2025Q2: 28,518 shares; 2025Q3: 23,501 shares; 2025Q4: 23,339 shares; 2026Q1: 25,827 shares 25,827 $2.67M 0.06% +2,488 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 14,368 shares; 2025Q1: 21,761 shares; 2025Q2: 24,535 shares; 2025Q3: 26,684 shares; 2025Q4: 27,341 shares; 2026Q1: 27,871 shares 27,871 $2.66M 0.06% +530 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: not reported; 2024Q4: not reported; 2025Q1: 7,220 shares; 2025Q2: 13,680 shares; 2025Q3: 14,066 shares; 2025Q4: 14,230 shares; 2026Q1: 34,994 shares 34,994 $2.63M 0.06% +20,764 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,766 shares; 2024Q4: 41,813 shares; 2025Q1: 38,340 shares; 2025Q2: 36,018 shares; 2025Q3: 30,425 shares; 2025Q4: 33,923 shares; 2026Q1: 23,674 shares 23,674 $2.61M 0.06% -10,249 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: 98,217 shares; 2024Q4: 84,379 shares; 2025Q1: 56,557 shares; 2025Q2: 44,630 shares; 2025Q3: 44,441 shares; 2025Q4: 46,577 shares; 2026Q1: 50,974 shares 50,974 $2.59M 0.06% +4,397 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,659 shares; 2025Q1: 49,616 shares; 2025Q2: 49,536 shares; 2025Q3: 48,678 shares; 2025Q4: not reported; 2026Q1: 57,313 shares 57,313 $2.58M 0.06% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,308 shares; 2024Q4: 58,476 shares; 2025Q1: 71,855 shares; 2025Q2: 123,636 shares; 2025Q3: 41,852 shares; 2025Q4: 73,272 shares; 2026Q1: 100,370 shares 100,370 $2.58M 0.06% +27,098 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: 6,027 shares; 2024Q4: 6,831 shares; 2025Q1: 6,525 shares; 2025Q2: 7,778 shares; 2025Q3: 5,620 shares; 2025Q4: 5,038 shares; 2026Q1: 5,240 shares 5,240 $2.58M 0.06% +202 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: 1,198 shares; 2024Q4: 1,443 shares; 2025Q1: 1,199 shares; 2025Q2: 2,103 shares; 2025Q3: 2,836 shares; 2025Q4: 17,116 shares; 2026Q1: 24,014 shares 24,014 $2.51M 0.06% +6,898 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: 14,128 shares; 2024Q4: 14,182 shares; 2025Q1: 14,807 shares; 2025Q2: 17,308 shares; 2025Q3: 17,822 shares; 2025Q4: 21,502 shares; 2026Q1: 25,847 shares 25,847 $2.49M 0.06% +4,345 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: 21,756 shares; 2024Q4: 13,600 shares; 2025Q1: 14,756 shares; 2025Q2: 26,911 shares; 2025Q3: 24,080 shares; 2025Q4: 25,076 shares; 2026Q1: 24,211 shares 24,211 $2.49M 0.06% -865 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: 9,935 shares; 2024Q4: 8,991 shares; 2025Q1: 11,391 shares; 2025Q2: 12,551 shares; 2025Q3: 12,182 shares; 2025Q4: 13,350 shares; 2026Q1: 13,230 shares 13,230 $2.47M 0.06% -120 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,681 shares; 2025Q3: 76,681 shares; 2025Q4: 76,048 shares; 2026Q1: 79,617 shares 79,617 $2.45M 0.06% +3,569 Timeline CERY 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: 22,382 shares; 2025Q1: 50,960 shares; 2025Q2: 32,036 shares; 2025Q3: 60,651 shares; 2025Q4: 43,419 shares; 2026Q1: 69,486 shares 69,486 $2.45M 0.06% +26,067 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: 18,655 shares; 2024Q4: 18,688 shares; 2025Q1: 18,364 shares; 2025Q2: 16,437 shares; 2025Q3: 16,026 shares; 2025Q4: 16,068 shares; 2026Q1: 15,008 shares 15,008 $2.43M 0.06% -1,060 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: 7,236 shares; 2025Q2: 9,502 shares; 2025Q3: 13,178 shares; 2025Q4: 13,397 shares; 2026Q1: 21,906 shares 21,906 $2.43M 0.06% +8,509 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: 31,832 shares; 2024Q4: 35,968 shares; 2025Q1: 22,442 shares; 2025Q2: 25,025 shares; 2025Q3: 23,565 shares; 2025Q4: 24,620 shares; 2026Q1: 24,920 shares 24,920 $2.41M 0.06% +300 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,624 shares; 2024Q4: 36,316 shares; 2025Q1: 30,860 shares; 2025Q2: 47,913 shares; 2025Q3: 52,907 shares; 2025Q4: 54,494 shares; 2026Q1: 60,234 shares 60,234 $2.4M 0.06% +5,740 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 20,788 shares; 2025Q1: 12,185 shares; 2025Q2: 10,873 shares; 2025Q3: 15,736 shares; 2025Q4: 25,676 shares; 2026Q1: 26,192 shares 26,192 $2.4M 0.06% +516 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,558 shares; 2024Q4: 8,558 shares; 2025Q1: 8,558 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 3,150 shares; 2026Q1: 26,330 shares 26,330 $2.37M 0.06% +23,180 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: 1,454 shares; 2024Q4: 2,157 shares; 2025Q1: 2,352 shares; 2025Q2: 2,106 shares; 2025Q3: 2,467 shares; 2025Q4: 2,548 shares; 2026Q1: 3,199 shares 3,199 $2.36M 0.05% +651 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 10,410 shares; 2025Q1: 8,748 shares; 2025Q2: 8,922 shares; 2025Q3: 9,657 shares; 2025Q4: 9,926 shares; 2026Q1: 7,968 shares 7,968 $2.35M 0.05% -1,958 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: 28,681 shares; 2024Q4: 30,484 shares; 2025Q1: 36,277 shares; 2025Q2: 40,597 shares; 2025Q3: 39,528 shares; 2025Q4: 39,600 shares; 2026Q1: 36,463 shares 36,463 $2.35M 0.05% -3,137 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,105 shares; 2026Q1: 79,237 shares 79,237 $2.34M 0.05% +49,132 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: 4,015 shares; 2024Q4: 4,702 shares; 2025Q1: 4,540 shares; 2025Q2: 6,180 shares; 2025Q3: 8,196 shares; 2025Q4: 8,676 shares; 2026Q1: 10,326 shares 10,326 $2.33M 0.05% +1,650 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: 19,504 shares; 2024Q4: 26,098 shares; 2025Q1: 26,017 shares; 2025Q2: 27,401 shares; 2025Q3: 27,194 shares; 2025Q4: 33,285 shares; 2026Q1: 33,223 shares 33,223 $2.33M 0.05% -62 Timeline IBTH 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: 53,125 shares; 2026Q1: 103,650 shares 103,650 $2.32M 0.05% +50,525 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 19,939 shares; 2025Q1: 35,654 shares; 2025Q2: 51,479 shares; 2025Q3: 38,083 shares; 2025Q4: 37,438 shares; 2026Q1: 35,458 shares 35,458 $2.32M 0.05% -1,980 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: 13,467 shares; 2024Q4: 15,650 shares; 2025Q1: 15,813 shares; 2025Q2: 26,852 shares; 2025Q3: 24,556 shares; 2025Q4: 25,148 shares; 2026Q1: 25,609 shares 25,609 $2.32M 0.05% +461 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: 22,799 shares; 2024Q4: 21,778 shares; 2025Q1: 23,517 shares; 2025Q2: 32,647 shares; 2025Q3: 31,181 shares; 2025Q4: 31,491 shares; 2026Q1: 20,932 shares 20,932 $2.31M 0.05% -10,559 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 5,988 shares; 2025Q1: 15,626 shares; 2025Q2: 23,366 shares; 2025Q3: 19,883 shares; 2025Q4: 20,533 shares; 2026Q1: 43,653 shares 43,653 $2.29M 0.05% +23,120 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: 41,078 shares; 2024Q4: 39,323 shares; 2025Q1: 42,413 shares; 2025Q2: 40,538 shares; 2025Q3: 39,180 shares; 2025Q4: 43,565 shares; 2026Q1: 17,901 shares 17,901 $2.29M 0.05% -25,664 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: 2,250 shares; 2024Q4: 2,427 shares; 2025Q1: 11,604 shares; 2025Q2: 12,585 shares; 2025Q3: 11,679 shares; 2025Q4: 8,914 shares; 2026Q1: 8,064 shares 8,064 $2.29M 0.05% -850 Timeline NAPR 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: 16,870 shares; 2025Q1: 30,233 shares; 2025Q2: 30,801 shares; 2025Q3: 35,140 shares; 2025Q4: 37,886 shares; 2026Q1: 41,749 shares 41,749 $2.28M 0.05% +3,863 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 6,501 shares; 2025Q1: 9,794 shares; 2025Q2: 11,873 shares; 2025Q3: 10,738 shares; 2025Q4: 6,741 shares; 2026Q1: 10,938 shares 10,938 $2.27M 0.05% +4,197 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: 29,428 shares; 2024Q4: 16,572 shares; 2025Q1: 27,307 shares; 2025Q2: 36,075 shares; 2025Q3: 41,425 shares; 2025Q4: 29,773 shares; 2026Q1: 31,562 shares 31,562 $2.27M 0.05% +1,789 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,977 shares; 2024Q4: 24,882 shares; 2025Q1: 25,464 shares; 2025Q2: 17,803 shares; 2025Q3: 15,603 shares; 2025Q4: 20,265 shares; 2026Q1: 20,810 shares 20,810 $2.27M 0.05% +545 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,737 shares; 2025Q1: 39,397 shares; 2025Q2: 91,375 shares; 2025Q3: 119,732 shares; 2025Q4: 131,017 shares; 2026Q1: 143,690 shares 143,690 $2.26M 0.05% +12,673 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,646 shares; 2024Q4: 54,652 shares; 2025Q1: 50,363 shares; 2025Q2: 56,552 shares; 2025Q3: 52,401 shares; 2025Q4: 50,468 shares; 2026Q1: 48,979 shares 48,979 $2.25M 0.05% -1,489 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: 9,999 shares; 2024Q4: 11,546 shares; 2025Q1: 11,412 shares; 2025Q2: 10,951 shares; 2025Q3: 7,688 shares; 2025Q4: 7,370 shares; 2026Q1: 6,997 shares 6,997 $2.24M 0.05% -373 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,742 shares; 2024Q4: 18,897 shares; 2025Q1: 17,898 shares; 2025Q2: 21,670 shares; 2025Q3: 21,703 shares; 2025Q4: 50,009 shares; 2026Q1: 48,865 shares 48,865 $2.24M 0.05% -1,144 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,944 shares; 2025Q2: 33,829 shares; 2025Q3: 35,057 shares; 2025Q4: 39,284 shares; 2026Q1: 29,183 shares 29,183 $2.24M 0.05% -10,101 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: 29,327 shares; 2024Q4: 88,661 shares; 2025Q1: 134,882 shares; 2025Q2: 76,482 shares; 2025Q3: 71,443 shares; 2025Q4: 81,419 shares; 2026Q1: 72,905 shares 72,905 $2.22M 0.05% -8,514 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: 10,509 shares; 2024Q4: 10,683 shares; 2025Q1: 6,480 shares; 2025Q2: 6,911 shares; 2025Q3: 5,133 shares; 2025Q4: 6,208 shares; 2026Q1: 10,295 shares 10,295 $2.2M 0.05% +4,087 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: 10,184 shares; 2024Q4: 8,723 shares; 2025Q1: 4,887 shares; 2025Q2: 5,805 shares; 2025Q3: 3,348 shares; 2025Q4: 3,498 shares; 2026Q1: 3,576 shares 3,576 $2.16M 0.05% +78 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,259 shares; 2024Q4: 7,293 shares; 2025Q1: 7,881 shares; 2025Q2: 7,764 shares; 2025Q3: 8,212 shares; 2025Q4: 8,700 shares; 2026Q1: 11,688 shares 11,688 $2.16M 0.05% +2,988 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: 26,052 shares; 2025Q1: 17,374 shares; 2025Q2: 20,671 shares; 2025Q3: 19,322 shares; 2025Q4: 20,489 shares; 2026Q1: 21,394 shares 21,394 $2.15M 0.05% +905 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,280 shares; 2025Q1: 15,427 shares; 2025Q2: 25,715 shares; 2025Q3: 24,937 shares; 2025Q4: 33,379 shares; 2026Q1: 51,167 shares 51,167 $2.15M 0.05% +17,788 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,848 shares; 2025Q1: 12,712 shares; 2025Q2: 25,484 shares; 2025Q3: 26,333 shares; 2025Q4: 25,971 shares; 2026Q1: 26,082 shares 26,082 $2.14M 0.05% +111 Timeline TQQQ 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: 19,853 shares; 2024Q4: 22,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,500 shares; 2025Q3: 24,005 shares; 2025Q4: 49,818 shares; 2026Q1: 51,195 shares 51,195 $2.13M 0.05% +1,377 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,275 shares; 2024Q4: 14,972 shares; 2025Q1: 7,348 shares; 2025Q2: 16,969 shares; 2025Q3: 16,929 shares; 2025Q4: 26,911 shares; 2026Q1: 19,525 shares 19,525 $2.13M 0.05% -7,386 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: 60,831 shares; 2024Q4: 55,276 shares; 2025Q1: 44,049 shares; 2025Q2: 44,299 shares; 2025Q3: 48,937 shares; 2025Q4: 43,826 shares; 2026Q1: 48,180 shares 48,180 $2.13M 0.05% +4,354 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: 5,651 shares; 2024Q4: 12,643 shares; 2025Q1: 12,704 shares; 2025Q2: 13,988 shares; 2025Q3: 14,536 shares; 2025Q4: 14,621 shares; 2026Q1: 17,785 shares 17,785 $2.11M 0.05% +3,164 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,961 shares; 2026Q1: 73,270 shares 73,270 $2.11M 0.05% +1,309 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: 3,721 shares; 2024Q4: 2,381 shares; 2025Q1: 2,494 shares; 2025Q2: 2,379 shares; 2025Q3: 2,372 shares; 2025Q4: 1,906 shares; 2026Q1: 15,394 shares 15,394 $2.09M 0.05% +13,488 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: 2,826 shares; 2024Q4: 2,616 shares; 2025Q1: 3,015 shares; 2025Q2: 3,699 shares; 2025Q3: 10,646 shares; 2025Q4: 9,790 shares; 2026Q1: 8,334 shares 8,334 $2.09M 0.05% -1,456 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: 15,877 shares; 2024Q4: 30,079 shares; 2025Q1: 35,090 shares; 2025Q2: 25,140 shares; 2025Q3: 26,514 shares; 2025Q4: 28,170 shares; 2026Q1: 35,089 shares 35,089 $2.08M 0.05% +6,919 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,580 shares; 2025Q2: 67,246 shares; 2025Q3: 71,605 shares; 2025Q4: 87,964 shares; 2026Q1: 82,985 shares 82,985 $2.08M 0.05% -4,979 Timeline RYLD 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: 57,897 shares; 2024Q4: 63,666 shares; 2025Q1: 54,101 shares; 2025Q2: 68,202 shares; 2025Q3: 106,069 shares; 2025Q4: 92,810 shares; 2026Q1: 138,954 shares 138,954 $2.08M 0.05% +46,144 Timeline TFLO 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: 71,571 shares; 2024Q4: 74,025 shares; 2025Q1: 80,773 shares; 2025Q2: 85,901 shares; 2025Q3: 82,770 shares; 2025Q4: 48,482 shares; 2026Q1: 40,804 shares 40,804 $2.07M 0.05% -7,678 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 21,614 shares; 2025Q1: 16,643 shares; 2025Q2: 16,697 shares; 2025Q3: 12,418 shares; 2025Q4: 12,057 shares; 2026Q1: 12,197 shares 12,197 $2.06M 0.05% +140 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 13,589 shares; 2025Q1: 12,142 shares; 2025Q2: 11,396 shares; 2025Q3: 10,623 shares; 2025Q4: 11,747 shares; 2026Q1: 13,558 shares 13,558 $2.05M 0.05% +1,811 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: 2,710 shares; 2024Q4: 2,594 shares; 2025Q1: 2,393 shares; 2025Q2: 2,582 shares; 2025Q3: 1,948 shares; 2025Q4: 1,837 shares; 2026Q1: 1,390 shares 1,390 $2.05M 0.05% -447 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,748 shares; 2024Q4: 46,937 shares; 2025Q1: 50,215 shares; 2025Q2: 55,093 shares; 2025Q3: 63,031 shares; 2025Q4: 56,324 shares; 2026Q1: 56,453 shares 56,453 $2.01M 0.05% +129 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,657 shares; 2026Q1: 68,070 shares 68,070 $1.99M 0.05% +42,413 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: 16,367 shares; 2024Q4: 21,444 shares; 2025Q1: 24,059 shares; 2025Q2: 34,100 shares; 2025Q3: 19,631 shares; 2025Q4: 24,013 shares; 2026Q1: 23,802 shares 23,802 $1.97M 0.05% -211 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,084 shares; 2025Q1: 5,416 shares; 2025Q2: 5,437 shares; 2025Q3: 4,587 shares; 2025Q4: 4,318 shares; 2026Q1: 6,984 shares 6,984 $1.96M 0.05% +2,666 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: 30,537 shares; 2024Q4: 24,890 shares; 2025Q1: 51,068 shares; 2025Q2: 59,382 shares; 2025Q3: 53,114 shares; 2025Q4: 49,289 shares; 2026Q1: 37,733 shares 37,733 $1.96M 0.05% -11,556 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,385 shares; 2025Q1: 13,711 shares; 2025Q2: 13,357 shares; 2025Q3: 8,591 shares; 2025Q4: 8,248 shares; 2026Q1: 7,829 shares 7,829 $1.96M 0.05% -419 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,741 shares; 2026Q1: 71,070 shares 71,070 $1.94M 0.05% +329 Timeline VLUE 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: 11,153 shares; 2024Q4: 10,420 shares; 2025Q1: 10,291 shares; 2025Q2: 10,832 shares; 2025Q3: 10,795 shares; 2025Q4: 12,495 shares; 2026Q1: 13,627 shares 13,627 $1.94M 0.04% +1,132 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,184 shares; 2025Q1: 3,271 shares; 2025Q2: 3,348 shares; 2025Q3: 2,240 shares; 2025Q4: 2,072 shares; 2026Q1: 1,760 shares 1,760 $1.92M 0.04% -312 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,249 shares; 2024Q4: 42,831 shares; 2025Q1: 35,571 shares; 2025Q2: 32,037 shares; 2025Q3: 30,183 shares; 2025Q4: 27,346 shares; 2026Q1: 26,793 shares 26,793 $1.92M 0.04% -553 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 18,383 shares; 2025Q1: 17,656 shares; 2025Q2: 16,559 shares; 2025Q3: 13,797 shares; 2025Q4: 12,701 shares; 2026Q1: 29,421 shares 29,421 $1.9M 0.04% +16,720 Timeline FMF 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: 21,475 shares; 2024Q4: 28,245 shares; 2025Q1: 32,246 shares; 2025Q2: 33,971 shares; 2025Q3: 32,569 shares; 2025Q4: 35,883 shares; 2026Q1: 37,397 shares 37,397 $1.89M 0.04% +1,514 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,632 shares; 2024Q4: 48,278 shares; 2025Q1: 51,878 shares; 2025Q2: 54,917 shares; 2025Q3: 51,697 shares; 2025Q4: 57,134 shares; 2026Q1: 55,673 shares 55,673 $1.88M 0.04% -1,461 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: 93,826 shares; 2024Q4: 106,538 shares; 2025Q1: 42,758 shares; 2025Q2: 45,817 shares; 2025Q3: 42,504 shares; 2025Q4: 36,799 shares; 2026Q1: 45,758 shares 45,758 $1.88M 0.04% +8,959 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: 18,572 shares; 2024Q4: 11,959 shares; 2025Q1: 11,219 shares; 2025Q2: 11,411 shares; 2025Q3: 11,376 shares; 2025Q4: 10,976 shares; 2026Q1: 11,715 shares 11,715 $1.87M 0.04% +739 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: 15,244 shares; 2024Q4: 21,869 shares; 2025Q1: 27,882 shares; 2025Q2: 27,427 shares; 2025Q3: 26,226 shares; 2025Q4: 25,198 shares; 2026Q1: 47,377 shares 47,377 $1.87M 0.04% +22,179 Timeline DFAX 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: 36,138 shares; 2024Q4: 34,402 shares; 2025Q1: 58,133 shares; 2025Q2: 58,473 shares; 2025Q3: 59,138 shares; 2025Q4: 57,137 shares; 2026Q1: 55,000 shares 55,000 $1.87M 0.04% -2,137 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,904 shares; 2024Q4: 74,098 shares; 2025Q1: 103,896 shares; 2025Q2: 89,200 shares; 2025Q3: 68,577 shares; 2025Q4: 54,330 shares; 2026Q1: 77,906 shares 77,906 $1.87M 0.04% +23,576 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,218 shares; 2026Q1: 34,084 shares 34,084 $1.86M 0.04% +866 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: 4,663 shares; 2024Q4: 5,994 shares; 2025Q1: 6,654 shares; 2025Q2: 6,941 shares; 2025Q3: 5,694 shares; 2025Q4: 5,825 shares; 2026Q1: 4,752 shares 4,752 $1.86M 0.04% -1,073 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: 18,957 shares; 2024Q4: 40,912 shares; 2025Q1: 26,478 shares; 2025Q2: 35,657 shares; 2025Q3: 38,355 shares; 2025Q4: 52,244 shares; 2026Q1: 48,016 shares 48,016 $1.84M 0.04% -4,228 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 11,807 shares; 2025Q1: 13,142 shares; 2025Q2: 14,568 shares; 2025Q3: 11,736 shares; 2025Q4: 11,742 shares; 2026Q1: 14,207 shares 14,207 $1.84M 0.04% +2,465 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: 33,692 shares; 2024Q4: 30,779 shares; 2025Q1: 32,748 shares; 2025Q2: 35,258 shares; 2025Q3: 33,880 shares; 2025Q4: 30,862 shares; 2026Q1: 30,184 shares 30,184 $1.83M 0.04% -678 Timeline FXO 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: 28,139 shares; 2024Q4: 25,134 shares; 2025Q1: 26,985 shares; 2025Q2: 29,013 shares; 2025Q3: 30,362 shares; 2025Q4: 30,987 shares; 2026Q1: 32,420 shares 32,420 $1.82M 0.04% +1,433 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,600 shares; 2024Q4: 43,655 shares; 2025Q1: 42,359 shares; 2025Q2: 41,849 shares; 2025Q3: 41,744 shares; 2025Q4: 41,682 shares; 2026Q1: 45,231 shares 45,231 $1.81M 0.04% +3,549 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,974 shares; 2024Q4: 226,475 shares; 2025Q1: 219,073 shares; 2025Q2: 72,513 shares; 2025Q3: 19,611 shares; 2025Q4: 16,846 shares; 2026Q1: 15,759 shares 15,759 $1.8M 0.04% -1,087 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,632 shares; 2025Q1: 6,078 shares; 2025Q2: 5,881 shares; 2025Q3: 8,367 shares; 2025Q4: 9,494 shares; 2026Q1: 10,868 shares 10,868 $1.8M 0.04% +1,374 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,407 shares; 2025Q1: 19,501 shares; 2025Q2: 18,356 shares; 2025Q3: 19,987 shares; 2025Q4: 33,424 shares; 2026Q1: 31,796 shares 31,796 $1.79M 0.04% -1,628 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 4,986 shares; 2025Q1: 5,472 shares; 2025Q2: 6,027 shares; 2025Q3: 4,283 shares; 2025Q4: 4,236 shares; 2026Q1: 3,883 shares 3,883 $1.79M 0.04% -353 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: 9,944 shares; 2024Q4: 10,182 shares; 2025Q1: 11,353 shares; 2025Q2: 12,326 shares; 2025Q3: 13,089 shares; 2025Q4: 14,885 shares; 2026Q1: 13,138 shares 13,138 $1.79M 0.04% -1,747 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 26,916 shares; 2025Q1: 13,828 shares; 2025Q2: 22,038 shares; 2025Q3: 21,782 shares; 2025Q4: 13,478 shares; 2026Q1: 18,638 shares 18,638 $1.78M 0.04% +5,160 Timeline DFGP 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: 20,827 shares; 2024Q4: 27,492 shares; 2025Q1: 32,476 shares; 2025Q2: 33,032 shares; 2025Q3: 33,109 shares; 2025Q4: 34,249 shares; 2026Q1: 32,842 shares 32,842 $1.77M 0.04% -1,407 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 5,032 shares; 2025Q1: 4,684 shares; 2025Q2: 5,905 shares; 2025Q3: 5,898 shares; 2025Q4: 3,752 shares; 2026Q1: 4,452 shares 4,452 $1.77M 0.04% +700 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,326 shares; 2025Q3: 10,467 shares; 2025Q4: 15,749 shares; 2026Q1: 18,647 shares 18,647 $1.77M 0.04% +2,898 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: not reported; 2024Q4: 5,559 shares; 2025Q1: 6,232 shares; 2025Q2: 8,244 shares; 2025Q3: 9,150 shares; 2025Q4: 10,401 shares; 2026Q1: 18,733 shares 18,733 $1.76M 0.04% +8,332 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 11,945 shares; 2025Q1: 10,609 shares; 2025Q2: 10,882 shares; 2025Q3: 10,302 shares; 2025Q4: 14,906 shares; 2026Q1: 14,757 shares 14,757 $1.75M 0.04% -149 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: 21,041 shares; 2024Q4: 18,118 shares; 2025Q1: 18,879 shares; 2025Q2: 19,034 shares; 2025Q3: 20,347 shares; 2025Q4: 20,460 shares; 2026Q1: 19,240 shares 19,240 $1.74M 0.04% -1,220 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: 16,705 shares; 2024Q4: 22,673 shares; 2025Q1: 21,856 shares; 2025Q2: 13,447 shares; 2025Q3: 10,593 shares; 2025Q4: 31,229 shares; 2026Q1: 31,046 shares 31,046 $1.72M 0.04% -183 Timeline GJUL 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: 22,282 shares; 2024Q4: 22,282 shares; 2025Q1: 22,282 shares; 2025Q2: 22,320 shares; 2025Q3: 42,305 shares; 2025Q4: 42,183 shares; 2026Q1: 42,182 shares 42,182 $1.72M 0.04% -1 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: 9,739 shares; 2024Q4: 10,697 shares; 2025Q1: 11,078 shares; 2025Q2: 12,404 shares; 2025Q3: 12,993 shares; 2025Q4: 12,574 shares; 2026Q1: 13,093 shares 13,093 $1.71M 0.04% +519 Timeline PSLV 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: 28,695 shares; 2024Q4: 26,373 shares; 2025Q1: 26,020 shares; 2025Q2: 66,928 shares; 2025Q3: 55,741 shares; 2025Q4: 96,259 shares; 2026Q1: 69,861 shares 69,861 $1.7M 0.04% -26,398 Timeline GFEB 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: 30,724 shares; 2024Q4: 30,724 shares; 2025Q1: 34,038 shares; 2025Q2: 34,038 shares; 2025Q3: 32,545 shares; 2025Q4: 32,545 shares; 2026Q1: 41,393 shares 41,393 $1.7M 0.04% +8,848 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: 11,986 shares; 2024Q4: 15,882 shares; 2025Q1: 17,568 shares; 2025Q2: 17,653 shares; 2025Q3: 16,793 shares; 2025Q4: 16,636 shares; 2026Q1: 14,990 shares 14,990 $1.7M 0.04% -1,646 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,194 shares; 2024Q4: 332,288 shares; 2025Q1: 290,478 shares; 2025Q2: 303,832 shares; 2025Q3: 20,894 shares; 2025Q4: 19,179 shares; 2026Q1: 17,779 shares 17,779 $1.69M 0.04% -1,400 Timeline LMUB 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: 33,724 shares 33,724 $1.68M 0.04% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 2,392 shares; 2025Q1: 2,293 shares; 2025Q2: 2,389 shares; 2025Q3: 1,808 shares; 2025Q4: 1,305 shares; 2026Q1: 1,211 shares 1,211 $1.67M 0.04% -94 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 31,053 shares; 2025Q1: 30,399 shares; 2025Q2: 30,688 shares; 2025Q3: 29,804 shares; 2025Q4: 34,881 shares; 2026Q1: 36,483 shares 36,483 $1.66M 0.04% +1,602 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: 24,599 shares; 2024Q4: 21,237 shares; 2025Q1: 23,696 shares; 2025Q2: 19,624 shares; 2025Q3: 19,525 shares; 2025Q4: 20,208 shares; 2026Q1: 17,138 shares 17,138 $1.66M 0.04% -3,070 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,248 shares; 2025Q1: 5,756 shares; 2025Q2: 7,126 shares; 2025Q3: 6,836 shares; 2025Q4: 8,350 shares; 2026Q1: 22,623 shares 22,623 $1.66M 0.04% +14,273 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,470 shares; 2024Q4: 41,974 shares; 2025Q1: 28,408 shares; 2025Q2: 59,011 shares; 2025Q3: 44,918 shares; 2025Q4: 42,184 shares; 2026Q1: 41,413 shares 41,413 $1.65M 0.04% -771 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,391 shares; 2024Q4: 35,244 shares; 2025Q1: 22,574 shares; 2025Q2: 23,642 shares; 2025Q3: 47,286 shares; 2025Q4: 54,750 shares; 2026Q1: 57,441 shares 57,441 $1.65M 0.04% +2,691 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: 9,637 shares; 2024Q4: 13,892 shares; 2025Q1: 14,951 shares; 2025Q2: 15,733 shares; 2025Q3: 18,232 shares; 2025Q4: 22,287 shares; 2026Q1: 20,578 shares 20,578 $1.64M 0.04% -1,709 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,482 shares; 2025Q1: 1,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,524 shares 6,524 $1.64M 0.04% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 10,016 shares; 2025Q1: 17,613 shares; 2025Q2: 20,508 shares; 2025Q3: 16,446 shares; 2025Q4: 17,462 shares; 2026Q1: 20,319 shares 20,319 $1.63M 0.04% +2,857 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 320 shares; 2025Q1: 400 shares; 2025Q2: 414 shares; 2025Q3: 406 shares; 2025Q4: 390 shares; 2026Q1: 387 shares 387 $1.63M 0.04% -3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,037 shares; 2025Q1: 915 shares; 2025Q2: 858 shares; 2025Q3: 890 shares; 2025Q4: 926 shares; 2026Q1: 3,906 shares 3,906 $1.63M 0.04% +2,980 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 4,235 shares; 2025Q1: 4,529 shares; 2025Q2: 19,534 shares; 2025Q3: 12,447 shares; 2025Q4: 14,761 shares; 2026Q1: 13,755 shares 13,755 $1.62M 0.04% -1,006 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 7,265 shares; 2025Q1: 7,918 shares; 2025Q2: 8,192 shares; 2025Q3: 5,500 shares; 2025Q4: 19,715 shares; 2026Q1: 12,338 shares 12,338 $1.62M 0.04% -7,377 Timeline IBTI 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: 17,712 shares; 2026Q1: 71,988 shares 71,988 $1.6M 0.04% +54,276 Timeline DFSV 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: 9,530 shares; 2024Q4: 9,796 shares; 2025Q1: 13,761 shares; 2025Q2: 13,808 shares; 2025Q3: 44,835 shares; 2025Q4: 44,625 shares; 2026Q1: 45,639 shares 45,639 $1.6M 0.04% +1,014 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: 28,760 shares; 2024Q4: 31,138 shares; 2025Q1: 36,802 shares; 2025Q2: 27,904 shares; 2025Q3: 27,194 shares; 2025Q4: 28,387 shares; 2026Q1: 14,370 shares 14,370 $1.6M 0.04% -14,017 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: 329,522 shares; 2024Q4: 349,966 shares; 2025Q1: 251,767 shares; 2025Q2: 43,570 shares; 2025Q3: 29,221 shares; 2025Q4: 23,666 shares; 2026Q1: 20,303 shares 20,303 $1.6M 0.04% -3,363 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,593 shares; 2024Q4: 70,470 shares; 2025Q1: 72,395 shares; 2025Q2: 72,653 shares; 2025Q3: 72,619 shares; 2025Q4: 66,933 shares; 2026Q1: 68,123 shares 68,123 $1.58M 0.04% +1,190 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 2,039 shares; 2025Q1: 1,965 shares; 2025Q2: 2,036 shares; 2025Q3: 5,576 shares; 2025Q4: 5,859 shares; 2026Q1: 6,046 shares 6,046 $1.57M 0.04% +187 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: 297,701 shares; 2024Q4: 291,213 shares; 2025Q1: 180,322 shares; 2025Q2: 164,437 shares; 2025Q3: 126,989 shares; 2025Q4: 131,616 shares; 2026Q1: 136,128 shares 136,128 $1.57M 0.04% +4,512 Timeline GWX 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: 19,305 shares; 2024Q4: 26,170 shares; 2025Q1: 27,825 shares; 2025Q2: 27,738 shares; 2025Q3: 28,415 shares; 2025Q4: 30,979 shares; 2026Q1: 37,024 shares 37,024 $1.56M 0.04% +6,045 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: 10,968 shares; 2024Q4: 11,905 shares; 2025Q1: 14,076 shares; 2025Q2: 19,288 shares; 2025Q3: 21,038 shares; 2025Q4: 30,018 shares; 2026Q1: 36,687 shares 36,687 $1.56M 0.04% +6,669 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 17,134 shares; 2025Q1: 34,848 shares; 2025Q2: 36,962 shares; 2025Q3: 38,730 shares; 2025Q4: 16,986 shares; 2026Q1: 42,331 shares 42,331 $1.56M 0.04% +25,345 Timeline HYD 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: 17,250 shares; 2024Q4: 20,648 shares; 2025Q1: 20,960 shares; 2025Q2: 18,900 shares; 2025Q3: 22,165 shares; 2025Q4: 27,537 shares; 2026Q1: 31,005 shares 31,005 $1.55M 0.04% +3,468 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: 1,751 shares; 2025Q1: 2,382 shares; 2025Q2: 4,753 shares; 2025Q3: 8,724 shares; 2025Q4: 7,629 shares; 2026Q1: 9,462 shares 9,462 $1.55M 0.04% +1,833 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,148 shares; 2025Q2: 1,096 shares; 2025Q3: 3,313 shares; 2025Q4: 3,110 shares; 2026Q1: 2,969 shares 2,969 $1.55M 0.04% -141 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,408 shares; 2024Q4: 56,017 shares; 2025Q1: 66,571 shares; 2025Q2: 62,636 shares; 2025Q3: 53,504 shares; 2025Q4: 58,341 shares; 2026Q1: 68,158 shares 68,158 $1.55M 0.04% +9,817 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: 6,976 shares; 2024Q4: 11,370 shares; 2025Q1: 8,945 shares; 2025Q2: 7,800 shares; 2025Q3: 7,300 shares; 2025Q4: 7,478 shares; 2026Q1: 7,589 shares 7,589 $1.54M 0.04% +111 Timeline BBHY 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: 41,470 shares; 2024Q4: 43,263 shares; 2025Q1: 44,786 shares; 2025Q2: 30,402 shares; 2025Q3: 30,213 shares; 2025Q4: 37,616 shares; 2026Q1: 33,638 shares 33,638 $1.54M 0.04% -3,978 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: 5,911 shares; 2024Q4: 7,003 shares; 2025Q1: 6,090 shares; 2025Q2: 7,765 shares; 2025Q3: 8,006 shares; 2025Q4: 7,663 shares; 2026Q1: 7,734 shares 7,734 $1.54M 0.04% +71 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,495 shares; 2025Q3: 28,836 shares; 2025Q4: 30,745 shares; 2026Q1: 73,406 shares 73,406 $1.52M 0.04% +42,661 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,508 shares; 2025Q1: 1,486 shares; 2025Q2: 23,794 shares; 2025Q3: 21,763 shares; 2025Q4: 18,900 shares; 2026Q1: 16,399 shares 16,399 $1.51M 0.04% -2,501 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,623 shares; 2024Q4: 67,534 shares; 2025Q1: 64,711 shares; 2025Q2: 44,861 shares; 2025Q3: 94,025 shares; 2025Q4: 113,549 shares; 2026Q1: 136,863 shares 136,863 $1.51M 0.04% +23,314 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 5,622 shares; 2025Q1: 16,576 shares; 2025Q2: 2,615 shares; 2025Q3: 14,502 shares; 2025Q4: 30,073 shares; 2026Q1: 30,190 shares 30,190 $1.51M 0.04% +117 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 3,015 shares; 2025Q3: 3,262 shares; 2025Q4: 2,008 shares; 2026Q1: 1,773 shares 1,773 $1.51M 0.03% -235 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: 22,176 shares; 2024Q4: 31,055 shares; 2025Q1: 34,787 shares; 2025Q2: 35,085 shares; 2025Q3: 29,761 shares; 2025Q4: 28,399 shares; 2026Q1: 29,896 shares 29,896 $1.5M 0.03% +1,497 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 1,027 shares; 2025Q2: 1,461 shares; 2025Q3: 1,395 shares; 2025Q4: 1,421 shares; 2026Q1: 1,558 shares 1,558 $1.5M 0.03% +137 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,982 shares; 2025Q1: 7,237 shares; 2025Q2: 7,601 shares; 2025Q3: 8,781 shares; 2025Q4: 7,362 shares; 2026Q1: 7,263 shares 7,263 $1.5M 0.03% -99 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: 13,919 shares; 2024Q4: 13,818 shares; 2025Q1: 20,656 shares; 2025Q2: 30,001 shares; 2025Q3: 26,830 shares; 2025Q4: 24,681 shares; 2026Q1: 30,738 shares 30,738 $1.49M 0.03% +6,057 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,292 shares; 2025Q2: 124,687 shares; 2025Q3: 132,884 shares; 2025Q4: 99,809 shares; 2026Q1: 62,856 shares 62,856 $1.48M 0.03% -36,953 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: 13,462 shares; 2024Q4: 10,726 shares; 2025Q1: 10,015 shares; 2025Q2: 25,627 shares; 2025Q3: 32,716 shares; 2025Q4: 34,119 shares; 2026Q1: 34,609 shares 34,609 $1.47M 0.03% +490 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 7,406 shares; 2025Q1: 6,729 shares; 2025Q2: 6,304 shares; 2025Q3: 6,438 shares; 2025Q4: 5,991 shares; 2026Q1: 7,065 shares 7,065 $1.46M 0.03% +1,074 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,241 shares; 2024Q4: 201,159 shares; 2025Q1: 194,417 shares; 2025Q2: 192,942 shares; 2025Q3: 92,356 shares; 2025Q4: 101,271 shares; 2026Q1: 103,544 shares 103,544 $1.46M 0.03% +2,273 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 6,579 shares; 2025Q1: 6,007 shares; 2025Q2: 5,477 shares; 2025Q3: 3,448 shares; 2025Q4: 3,317 shares; 2026Q1: 3,338 shares 3,338 $1.46M 0.03% +21 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: 10,980 shares; 2024Q4: 12,052 shares; 2025Q1: 14,620 shares; 2025Q2: 15,259 shares; 2025Q3: 14,947 shares; 2025Q4: 16,087 shares; 2026Q1: 17,064 shares 17,064 $1.45M 0.03% +977 Timeline CSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,008 shares; 2026Q1: 19,368 shares 19,368 $1.45M 0.03% +4,360 Timeline PSQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000 $1.45M 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,565 shares; 2024Q4: 37,479 shares; 2025Q1: 38,280 shares; 2025Q2: 66,683 shares; 2025Q3: 7,725 shares; 2025Q4: 8,692 shares; 2026Q1: 17,411 shares 17,411 $1.44M 0.03% +8,719 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares; 2026Q1: 57,248 shares 57,248 $1.44M 0.03% +3,699 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 32,922 shares; 2025Q1: 33,040 shares; 2025Q2: 32,776 shares; 2025Q3: 31,357 shares; 2025Q4: 31,351 shares; 2026Q1: 32,187 shares 32,187 $1.44M 0.03% +836 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: 9,008 shares; 2024Q4: 9,934 shares; 2025Q1: 11,152 shares; 2025Q2: 11,161 shares; 2025Q3: 11,192 shares; 2025Q4: 11,230 shares; 2026Q1: 10,909 shares 10,909 $1.43M 0.03% -321 Timeline PFFD 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: 95,419 shares; 2024Q4: 84,086 shares; 2025Q1: 83,762 shares; 2025Q2: 87,061 shares; 2025Q3: 68,268 shares; 2025Q4: 75,016 shares; 2026Q1: 77,626 shares 77,626 $1.43M 0.03% +2,610 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 623 shares; 2025Q1: 764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares; 2026Q1: 2,408 shares 2,408 $1.43M 0.03% -733 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 11,087 shares; 2025Q1: 10,772 shares; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 17,563 shares; 2026Q1: 17,830 shares 17,830 $1.42M 0.03% +267 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: 7,812 shares; 2024Q4: 8,070 shares; 2025Q1: 5,929 shares; 2025Q2: 6,541 shares; 2025Q3: 5,643 shares; 2025Q4: 5,557 shares; 2026Q1: 5,139 shares 5,139 $1.41M 0.03% -418 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 5,804 shares; 2025Q1: 7,244 shares; 2025Q2: 8,772 shares; 2025Q3: 9,100 shares; 2025Q4: 22,854 shares; 2026Q1: 11,898 shares 11,898 $1.41M 0.03% -10,956 Timeline XJUL 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: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 26,690 shares; 2025Q2: 6,536 shares; 2025Q3: 20,606 shares; 2025Q4: 20,606 shares; 2026Q1: 36,228 shares 36,228 $1.41M 0.03% +15,622 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 4,511 shares; 2025Q3: 8,974 shares; 2025Q4: 7,876 shares; 2026Q1: 9,337 shares 9,337 $1.41M 0.03% +1,461 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: 43,017 shares; 2024Q4: 44,960 shares; 2025Q1: 49,497 shares; 2025Q2: 48,580 shares; 2025Q3: 53,483 shares; 2025Q4: 56,254 shares; 2026Q1: 61,991 shares 61,991 $1.4M 0.03% +5,737 Timeline DFIP 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: 12,613 shares; 2024Q4: 17,674 shares; 2025Q1: 22,020 shares; 2025Q2: 23,043 shares; 2025Q3: 24,039 shares; 2025Q4: 31,752 shares; 2026Q1: 33,286 shares 33,286 $1.39M 0.03% +1,534 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: not reported; 2025Q4: 21,011 shares; 2026Q1: 20,613 shares 20,613 $1.38M 0.03% -398 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 35,280 shares; 2025Q4: 35,274 shares; 2026Q1: 43,820 shares 43,820 $1.38M 0.03% +8,546 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 16,205 shares; 2025Q1: 18,131 shares; 2025Q2: 18,461 shares; 2025Q3: 20,646 shares; 2025Q4: 20,787 shares; 2026Q1: 19,677 shares 19,677 $1.38M 0.03% -1,110 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,356 shares; 2026Q1: 54,188 shares 54,188 $1.38M 0.03% +12,832 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,478 shares; 2025Q1: 43,312 shares; 2025Q2: 51,678 shares; 2025Q3: 100,126 shares; 2025Q4: 74,229 shares; 2026Q1: 66,640 shares 66,640 $1.36M 0.03% -7,589 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 11,553 shares; 2025Q1: 11,047 shares; 2025Q2: 12,281 shares; 2025Q3: 10,793 shares; 2025Q4: 12,998 shares; 2026Q1: 12,280 shares 12,280 $1.36M 0.03% -718 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: 1,739 shares; 2024Q4: 3,111 shares; 2025Q1: 3,397 shares; 2025Q2: 3,607 shares; 2025Q3: 4,275 shares; 2025Q4: 4,791 shares; 2026Q1: 6,195 shares 6,195 $1.36M 0.03% +1,404 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: 7,194 shares; 2024Q4: 9,765 shares; 2025Q1: 13,071 shares; 2025Q2: 15,032 shares; 2025Q3: 16,932 shares; 2025Q4: 17,964 shares; 2026Q1: 6,814 shares 6,814 $1.35M 0.03% -11,150 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,833 shares; 2025Q1: 63,053 shares; 2025Q2: 57,193 shares; 2025Q3: 41,108 shares; 2025Q4: 34,065 shares; 2026Q1: 34,296 shares 34,296 $1.35M 0.03% +231 Timeline DFAE 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: 105,026 shares; 2024Q4: 101,149 shares; 2025Q1: 86,600 shares; 2025Q2: 83,471 shares; 2025Q3: 75,846 shares; 2025Q4: 44,210 shares; 2026Q1: 39,746 shares 39,746 $1.35M 0.03% -4,464 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: 11,448 shares; 2024Q4: 12,517 shares; 2025Q1: 11,365 shares; 2025Q2: 17,041 shares; 2025Q3: 18,106 shares; 2025Q4: 12,144 shares; 2026Q1: 13,924 shares 13,924 $1.34M 0.03% +1,780 Timeline JPIN 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: 39,389 shares; 2024Q4: 32,621 shares; 2025Q1: 27,660 shares; 2025Q2: 24,268 shares; 2025Q3: 21,476 shares; 2025Q4: 17,177 shares; 2026Q1: 18,755 shares 18,755 $1.34M 0.03% +1,578 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: 9,350 shares; 2024Q4: 8,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,707 shares; 2025Q4: 6,030 shares; 2026Q1: 16,660 shares 16,660 $1.33M 0.03% +10,630 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 17,877 shares; 2025Q1: 20,245 shares; 2025Q2: 18,738 shares; 2025Q3: 26,291 shares; 2025Q4: 17,124 shares; 2026Q1: 16,867 shares 16,867 $1.33M 0.03% -257 Timeline YLD 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: 39,118 shares; 2025Q2: 30,861 shares; 2025Q3: 27,243 shares; 2025Q4: 10,043 shares; 2026Q1: 69,557 shares 69,557 $1.32M 0.03% +59,514 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: 885 shares; 2024Q4: 1,833 shares; 2025Q1: 1,803 shares; 2025Q2: 2,033 shares; 2025Q3: 2,307 shares; 2025Q4: 2,894 shares; 2026Q1: 4,012 shares 4,012 $1.32M 0.03% +1,118 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,262 shares; 2025Q1: 1,402 shares; 2025Q2: 1,578 shares; 2025Q3: 1,796 shares; 2025Q4: 1,792 shares; 2026Q1: 1,811 shares 1,811 $1.32M 0.03% +19 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,073 shares; 2025Q1: 3,364 shares; 2025Q2: 3,761 shares; 2025Q3: 3,441 shares; 2025Q4: 3,255 shares; 2026Q1: 3,610 shares 3,610 $1.31M 0.03% +355 Timeline EUHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,867 shares 24,867 $1.3M 0.03% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,351 shares; 2025Q1: 21,558 shares; 2025Q2: 19,807 shares; 2025Q3: 21,562 shares; 2025Q4: 22,817 shares; 2026Q1: 24,435 shares 24,435 $1.3M 0.03% +1,618 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,751 shares 14,751 $1.3M 0.03% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,710 shares; 2024Q4: 27,422 shares; 2025Q1: 25,807 shares; 2025Q2: 25,750 shares; 2025Q3: 33,263 shares; 2025Q4: 33,214 shares; 2026Q1: 30,214 shares 30,214 $1.29M 0.03% -3,000 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 12,000 shares; 2025Q1: 7,977 shares; 2025Q2: 13,607 shares; 2025Q3: 32,102 shares; 2025Q4: 38,051 shares; 2026Q1: 30,049 shares 30,049 $1.29M 0.03% -8,002 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: 1,614 shares; 2024Q4: 3,226 shares; 2025Q1: 4,755 shares; 2025Q2: 5,501 shares; 2025Q3: 4,993 shares; 2025Q4: 5,233 shares; 2026Q1: 5,581 shares 5,581 $1.28M 0.03% +348 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: not reported; 2025Q1: not reported; 2025Q2: 6,917 shares; 2025Q3: 6,885 shares; 2025Q4: 5,021 shares; 2026Q1: 4,509 shares 4,509 $1.27M 0.03% -512 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: 20,672 shares; 2024Q4: 12,479 shares; 2025Q1: 14,110 shares; 2025Q2: 13,852 shares; 2025Q3: 13,825 shares; 2025Q4: 14,108 shares; 2026Q1: 14,598 shares 14,598 $1.26M 0.03% +490 Timeline GJUN 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: 15,269 shares; 2024Q4: 15,085 shares; 2025Q1: 11,666 shares; 2025Q2: 16,340 shares; 2025Q3: 15,904 shares; 2025Q4: 15,874 shares; 2026Q1: 32,002 shares 32,002 $1.26M 0.03% +16,128 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: 41,408 shares; 2024Q4: 154,680 shares; 2025Q1: 157,906 shares; 2025Q2: 137,796 shares; 2025Q3: 126,045 shares; 2025Q4: 112,735 shares; 2026Q1: 69,755 shares 69,755 $1.26M 0.03% -42,980 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,586 shares; 2025Q1: 4,465 shares; 2025Q2: 5,464 shares; 2025Q3: 5,245 shares; 2025Q4: 5,162 shares; 2026Q1: 3,824 shares 3,824 $1.26M 0.03% -1,338 Timeline IFRA 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: 75,855 shares; 2024Q4: 77,262 shares; 2025Q1: 5,657 shares; 2025Q2: 4,523 shares; 2025Q3: 16,464 shares; 2025Q4: 21,401 shares; 2026Q1: 21,956 shares 21,956 $1.26M 0.03% +555 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 33,971 shares; 2025Q1: 33,910 shares; 2025Q2: 33,172 shares; 2025Q3: 32,521 shares; 2025Q4: 26,716 shares; 2026Q1: 33,319 shares 33,319 $1.25M 0.03% +6,603 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,555 shares; 2025Q1: 7,845 shares; 2025Q2: 7,638 shares; 2025Q3: 7,055 shares; 2025Q4: 7,875 shares; 2026Q1: 5,130 shares 5,130 $1.25M 0.03% -2,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,620 shares; 2025Q3: 28,267 shares; 2025Q4: 38,869 shares; 2026Q1: 45,992 shares 45,992 $1.24M 0.03% +7,123 Timeline TOST TOAST INC More: the full row for TOAST 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: 19,188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,559 shares 46,559 $1.23M 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,973 shares; 2024Q4: 32,126 shares; 2025Q1: 41,090 shares; 2025Q2: 44,418 shares; 2025Q3: 35,774 shares; 2025Q4: 37,715 shares; 2026Q1: 47,216 shares 47,216 $1.23M 0.03% +9,501 Timeline IXC 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: 9,346 shares; 2024Q4: 8,346 shares; 2025Q1: 17,583 shares; 2025Q2: 22,091 shares; 2025Q3: 24,795 shares; 2025Q4: 27,974 shares; 2026Q1: 21,261 shares 21,261 $1.22M 0.03% -6,713 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: 2,030 shares; 2024Q4: 2,380 shares; 2025Q1: 3,148 shares; 2025Q2: 3,490 shares; 2025Q3: 3,194 shares; 2025Q4: 3,284 shares; 2026Q1: 3,542 shares 3,542 $1.22M 0.03% +258 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: not reported; 2025Q4: 34,285 shares; 2026Q1: 34,285 shares 34,285 $1.21M 0.03% 0 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,803 shares; 2026Q1: 41,803 shares 41,803 $1.21M 0.03% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 10,338 shares; 2025Q1: 12,764 shares; 2025Q2: 14,566 shares; 2025Q3: 29,496 shares; 2025Q4: 29,767 shares; 2026Q1: 16,943 shares 16,943 $1.21M 0.03% -12,824 Timeline