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: 143,263 shares; 2024Q4: 220,962 shares; 2025Q1: 222,401 shares; 2025Q2: 239,615 shares; 2025Q3: 233,345 shares; 2025Q4: 233,581 shares; 2026Q1: 1,301,601 shares 1,301,601 $272M 4.86% +1,068,020 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: 57,012 shares; 2024Q4: 73,811 shares; 2025Q1: 73,902 shares; 2025Q2: 75,056 shares; 2025Q3: 75,493 shares; 2025Q4: 24,407 shares; 2026Q1: 325,237 shares 325,237 $231M 4.13% +300,830 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: 294,870 shares; 2024Q4: 429,490 shares; 2025Q1: 538,146 shares; 2025Q2: 576,325 shares; 2025Q3: 600,237 shares; 2025Q4: 1,186,882 shares; 2026Q1: 1,666,662 shares 1,666,662 $186M 3.32% +479,780 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: 454,556 shares; 2024Q4: 644,421 shares; 2025Q1: 811,325 shares; 2025Q2: 910,472 shares; 2025Q3: 1,023,271 shares; 2025Q4: 1,760,587 shares; 2026Q1: 2,618,389 shares 2,618,389 $155M 2.76% +857,802 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,923 shares; 2024Q4: 100,959 shares; 2025Q1: 101,414 shares; 2025Q2: 105,600 shares; 2025Q3: 109,892 shares; 2025Q4: 111,993 shares; 2026Q1: 414,603 shares 414,603 $112M 2% +302,610 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: 75,666 shares; 2024Q4: 98,519 shares; 2025Q1: 103,116 shares; 2025Q2: 107,864 shares; 2025Q3: 108,964 shares; 2025Q4: 112,711 shares; 2026Q1: 338,963 shares 338,963 $89.2M 1.59% +226,252 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: 27,204 shares; 2024Q4: 36,000 shares; 2025Q1: 38,016 shares; 2025Q2: 39,190 shares; 2025Q3: 42,448 shares; 2025Q4: 40,333 shares; 2026Q1: 215,450 shares 215,450 $87.4M 1.56% +175,117 Timeline BKLN 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: 110,517 shares; 2024Q4: 181,515 shares; 2025Q1: 261,073 shares; 2025Q2: 306,743 shares; 2025Q3: 347,905 shares; 2025Q4: 403,840 shares; 2026Q1: 4,117,328 shares 4,117,328 $84.7M 1.51% +3,713,488 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: 11,080 shares; 2024Q4: 33,663 shares; 2025Q1: 33,691 shares; 2025Q2: 34,877 shares; 2025Q3: 37,259 shares; 2025Q4: 41,859 shares; 2026Q1: 119,306 shares 119,306 $78.1M 1.39% +77,447 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: 399,658 shares; 2024Q4: 573,771 shares; 2025Q1: 686,764 shares; 2025Q2: 738,789 shares; 2025Q3: 793,063 shares; 2025Q4: 1,046,118 shares; 2026Q1: 1,615,919 shares 1,615,919 $77.2M 1.38% +569,801 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: 2,502 shares; 2024Q4: 2,762 shares; 2025Q1: 2,288 shares; 2025Q2: 2,244 shares; 2025Q3: 4,553 shares; 2025Q4: 44,599 shares; 2026Q1: 101,415 shares 101,415 $72.5M 1.29% +56,816 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: not reported; 2026Q1: 486,716 shares 486,716 $72.5M 1.29% new 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: 5,783 shares; 2024Q4: 17,750 shares; 2025Q1: 16,294 shares; 2025Q2: 17,138 shares; 2025Q3: 17,327 shares; 2025Q4: 17,232 shares; 2026Q1: 107,892 shares 107,892 $71.4M 1.27% +90,660 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: 33,031 shares; 2024Q4: 44,834 shares; 2025Q1: 47,572 shares; 2025Q2: 49,308 shares; 2025Q3: 50,860 shares; 2025Q4: 51,205 shares; 2026Q1: 168,007 shares 168,007 $71.3M 1.27% +116,802 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: 13,147 shares; 2024Q4: 25,040 shares; 2025Q1: 26,743 shares; 2025Q2: 28,345 shares; 2025Q3: 29,592 shares; 2025Q4: 30,307 shares; 2026Q1: 101,830 shares 101,830 $68.1M 1.22% +71,523 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: 18,192 shares; 2024Q4: 29,871 shares; 2025Q1: 29,088 shares; 2025Q2: 28,827 shares; 2025Q3: 28,462 shares; 2025Q4: 30,658 shares; 2026Q1: 192,536 shares 192,536 $67.4M 1.2% +161,878 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: 15,778 shares; 2024Q4: 7,262 shares; 2025Q1: 6,668 shares; 2025Q2: 7,885 shares; 2025Q3: 6,731 shares; 2025Q4: 5,619 shares; 2026Q1: 720,395 shares 720,395 $64.8M 1.16% +714,776 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: 30,291 shares; 2024Q4: 47,158 shares; 2025Q1: 49,681 shares; 2025Q2: 54,552 shares; 2025Q3: 54,347 shares; 2025Q4: 66,716 shares; 2026Q1: 184,826 shares 184,826 $64.2M 1.15% +118,110 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: 1,250,528 shares; 2024Q4: 1,204,295 shares; 2025Q1: 1,216,176 shares; 2025Q2: 1,195,351 shares; 2025Q3: 1,119,298 shares; 2025Q4: 1,121,763 shares; 2026Q1: 1,105,138 shares 1,105,138 $54.2M 0.97% -16,625 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: 17,529 shares; 2024Q4: 27,860 shares; 2025Q1: 31,305 shares; 2025Q2: 33,706 shares; 2025Q3: 34,657 shares; 2025Q4: 30,263 shares; 2026Q1: 145,883 shares 145,883 $49.2M 0.88% +115,620 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: 7,054 shares; 2024Q4: 11,817 shares; 2025Q1: 15,604 shares; 2025Q2: 10,840 shares; 2025Q3: 11,097 shares; 2025Q4: 11,272 shares; 2026Q1: 122,414 shares 122,414 $48.2M 0.86% +111,142 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: 49,822 shares; 2024Q4: 75,364 shares; 2025Q1: 95,976 shares; 2025Q2: 107,728 shares; 2025Q3: 125,847 shares; 2025Q4: 183,542 shares; 2026Q1: 885,936 shares 885,936 $41.5M 0.74% +702,394 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: 6,975 shares; 2024Q4: 13,481 shares; 2025Q1: 9,387 shares; 2025Q2: 8,756 shares; 2025Q3: 9,668 shares; 2025Q4: 14,883 shares; 2026Q1: 1,012,277 shares 1,012,277 $41.1M 0.73% +997,394 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: 170,876 shares; 2024Q4: 207,111 shares; 2025Q1: 238,438 shares; 2025Q2: 250,151 shares; 2025Q3: 258,540 shares; 2025Q4: 427,233 shares; 2026Q1: 701,330 shares 701,330 $40.7M 0.73% +274,097 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: 18,856 shares; 2024Q4: 21,326 shares; 2025Q1: 21,371 shares; 2025Q2: 21,544 shares; 2025Q3: 22,822 shares; 2025Q4: 42,057 shares; 2026Q1: 556,941 shares 556,941 $39.9M 0.71% +514,884 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: not reported; 2024Q4: 5,406 shares; 2025Q1: 5,217 shares; 2025Q2: 6,800 shares; 2025Q3: 7,359 shares; 2025Q4: 8,740 shares; 2026Q1: 73,659 shares 73,659 $38.2M 0.68% +64,919 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: 2,518 shares; 2024Q4: 2,770 shares; 2025Q1: 3,168 shares; 2025Q2: 3,170 shares; 2025Q3: 3,145 shares; 2025Q4: 3,151 shares; 2026Q1: 90,388 shares 90,388 $37.7M 0.67% +87,237 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: 574,464 shares; 2024Q4: 644,446 shares; 2025Q1: 626,455 shares; 2025Q2: 698,569 shares; 2025Q3: 741,168 shares; 2025Q4: 831,357 shares; 2026Q1: 1,283,662 shares 1,283,662 $31.8M 0.57% +452,305 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: 14,722 shares; 2024Q4: 46,723 shares; 2025Q1: 45,059 shares; 2025Q2: 49,635 shares; 2025Q3: 51,635 shares; 2025Q4: 54,181 shares; 2026Q1: 166,626 shares 166,626 $30.2M 0.54% +112,445 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: 7,835 shares; 2024Q4: 10,007 shares; 2025Q1: 10,702 shares; 2025Q2: 11,585 shares; 2025Q3: 12,339 shares; 2025Q4: 12,671 shares; 2026Q1: 30,141 shares 30,141 $30.1M 0.54% +17,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,393 shares; 2026Q1: 140,861 shares 140,861 $30M 0.54% +129,468 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: 941 shares; 2024Q4: 3,710 shares; 2025Q1: 3,296 shares; 2025Q2: 3,249 shares; 2025Q3: 3,136 shares; 2025Q4: 4,423 shares; 2026Q1: 106,321 shares 106,321 $28.9M 0.52% +101,898 Timeline USIG 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: 73,122 shares; 2024Q4: 108,394 shares; 2025Q1: 140,754 shares; 2025Q2: 160,202 shares; 2025Q3: 182,998 shares; 2025Q4: 240,197 shares; 2026Q1: 548,142 shares 548,142 $28.1M 0.5% +307,945 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,063,048 shares 1,063,048 $27.8M 0.5% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,362 shares; 2024Q4: 330,826 shares; 2025Q1: 426,477 shares; 2025Q2: 500,765 shares; 2025Q3: 545,606 shares; 2025Q4: 644,784 shares; 2026Q1: 1,178,808 shares 1,178,808 $27.7M 0.49% +534,024 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: 36,731 shares; 2024Q4: 47,231 shares; 2025Q1: 48,701 shares; 2025Q2: 47,736 shares; 2025Q3: 46,273 shares; 2025Q4: 45,753 shares; 2026Q1: 163,967 shares 163,967 $26.9M 0.48% +118,214 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: 9,797 shares; 2024Q4: 26,808 shares; 2025Q1: 23,746 shares; 2025Q2: 21,967 shares; 2025Q3: 21,232 shares; 2025Q4: 269,336 shares; 2026Q1: 398,251 shares 398,251 $26.7M 0.48% +128,915 Timeline OPBK OP BANCORP More: the full row for OP BANCORP 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: 1,837,182 shares 1,837,182 $26.5M 0.47% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,861 shares 163,861 $25.7M 0.46% new 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: 4,462 shares; 2024Q4: 4,440 shares; 2025Q1: 4,366 shares; 2025Q2: 4,346 shares; 2025Q3: 4,346 shares; 2025Q4: 125,127 shares; 2026Q1: 198,711 shares 198,711 $25.6M 0.46% +73,584 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: 70,810 shares; 2024Q4: 70,600 shares; 2025Q1: 56,914 shares; 2025Q2: 45,223 shares; 2025Q3: 36,379 shares; 2025Q4: 30,837 shares; 2026Q1: 414,916 shares 414,916 $24.6M 0.44% +384,079 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: 51,486 shares; 2025Q1: 60,205 shares; 2025Q2: 66,446 shares; 2025Q3: 65,757 shares; 2025Q4: 62,834 shares; 2026Q1: 98,581 shares 98,581 $24.5M 0.44% +35,747 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: 24,078 shares; 2024Q4: 24,950 shares; 2025Q1: 14,351 shares; 2025Q2: 12,088 shares; 2025Q3: 11,625 shares; 2025Q4: 18,311 shares; 2026Q1: 64,428 shares 64,428 $24M 0.43% +46,117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,247 shares; 2026Q1: 495,868 shares 495,868 $22.9M 0.41% +221,621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,295 shares; 2026Q1: 360,287 shares 360,287 $22.9M 0.41% +84,992 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,835 shares; 2026Q1: 363,092 shares 363,092 $22.8M 0.41% +359,257 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: 16,163 shares; 2024Q4: 24,199 shares; 2025Q1: 28,621 shares; 2025Q2: 30,845 shares; 2025Q3: 32,022 shares; 2025Q4: 32,955 shares; 2026Q1: 71,589 shares 71,589 $22.1M 0.4% +38,634 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: not reported; 2024Q4: 5,036 shares; 2025Q1: 4,737 shares; 2025Q2: 4,895 shares; 2025Q3: 6,851 shares; 2025Q4: 186,740 shares; 2026Q1: 286,067 shares 286,067 $22M 0.39% +99,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,726 shares; 2026Q1: 99,596 shares 99,596 $22M 0.39% +22,870 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: 6,489 shares; 2024Q4: 6,531 shares; 2025Q1: 6,085 shares; 2025Q2: 24,271 shares; 2025Q3: 24,056 shares; 2025Q4: 124,359 shares; 2026Q1: 245,388 shares 245,388 $21.8M 0.39% +121,029 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,487 shares; 2024Q4: 657,490 shares; 2025Q1: 678,522 shares; 2025Q2: 751,401 shares; 2025Q3: 797,120 shares; 2025Q4: 846,910 shares; 2026Q1: 972,363 shares 972,363 $21.8M 0.39% +125,453 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: 285,937 shares; 2024Q4: 279,994 shares; 2025Q1: 312,982 shares; 2025Q2: 348,620 shares; 2025Q3: 342,611 shares; 2025Q4: 389,673 shares; 2026Q1: 507,335 shares 507,335 $21.4M 0.38% +117,662 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 322,961 shares 322,961 $20.5M 0.37% new 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: 177,364 shares; 2024Q4: 151,012 shares; 2025Q1: 163,705 shares; 2025Q2: 161,383 shares; 2025Q3: 158,643 shares; 2025Q4: 244,125 shares; 2026Q1: 391,247 shares 391,247 $20.5M 0.37% +147,122 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: 11,709 shares; 2024Q4: 19,691 shares; 2025Q1: 23,008 shares; 2025Q2: 25,880 shares; 2025Q3: 26,278 shares; 2025Q4: 26,537 shares; 2026Q1: 90,061 shares 90,061 $20.5M 0.37% +63,524 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: 6,281 shares; 2024Q4: 7,234 shares; 2025Q1: 6,712 shares; 2025Q2: 5,313 shares; 2025Q3: 4,858 shares; 2025Q4: 20,786 shares; 2026Q1: 55,921 shares 55,921 $19.6M 0.35% +35,135 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: 14,745 shares; 2024Q4: 21,449 shares; 2025Q1: 21,154 shares; 2025Q2: 21,721 shares; 2025Q3: 21,610 shares; 2025Q4: 22,437 shares; 2026Q1: 58,185 shares 58,185 $19.5M 0.35% +35,748 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,742 shares; 2024Q4: 104,586 shares; 2025Q1: 130,381 shares; 2025Q2: 150,859 shares; 2025Q3: 171,994 shares; 2025Q4: 216,813 shares; 2026Q1: 391,680 shares 391,680 $19.5M 0.35% +174,867 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: 580,922 shares; 2024Q4: 595,335 shares; 2025Q1: 562,023 shares; 2025Q2: 513,154 shares; 2025Q3: 470,294 shares; 2025Q4: 452,570 shares; 2026Q1: 470,710 shares 470,710 $18.9M 0.34% +18,140 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: 508,872 shares; 2024Q4: 532,854 shares; 2025Q1: 451,473 shares; 2025Q2: 398,834 shares; 2025Q3: 388,114 shares; 2025Q4: 359,960 shares; 2026Q1: 436,833 shares 436,833 $18.3M 0.33% +76,873 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: 25,059 shares; 2025Q2: 26,471 shares; 2025Q3: 27,489 shares; 2025Q4: 24,835 shares; 2026Q1: 123,007 shares 123,007 $17.4M 0.31% +98,172 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: 75,065 shares; 2024Q4: 77,062 shares; 2025Q1: 90,910 shares; 2025Q2: 97,781 shares; 2025Q3: 97,815 shares; 2025Q4: 105,527 shares; 2026Q1: 142,821 shares 142,821 $16.9M 0.3% +37,294 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: 54,868 shares; 2024Q4: 77,379 shares; 2025Q1: 106,239 shares; 2025Q2: 115,208 shares; 2025Q3: 118,458 shares; 2025Q4: 182,072 shares; 2026Q1: 313,075 shares 313,075 $16.6M 0.3% +131,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,670 shares; 2026Q1: 166,332 shares 166,332 $16.5M 0.29% +148,662 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,344 shares; 2024Q4: 18,645 shares; 2025Q1: 18,646 shares; 2025Q2: 18,805 shares; 2025Q3: 13,040 shares; 2025Q4: 17,153 shares; 2026Q1: 1,043,372 shares 1,043,372 $16.2M 0.29% +1,026,219 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: 55,823 shares; 2024Q4: 82,998 shares; 2025Q1: 87,161 shares; 2025Q2: 93,575 shares; 2025Q3: 96,064 shares; 2025Q4: 96,481 shares; 2026Q1: 180,750 shares 180,750 $16.2M 0.29% +84,269 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: 20,164 shares; 2024Q4: 30,483 shares; 2025Q1: 35,730 shares; 2025Q2: 40,097 shares; 2025Q3: 41,680 shares; 2025Q4: 41,871 shares; 2026Q1: 83,430 shares 83,430 $16M 0.29% +41,559 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: 5,384 shares; 2024Q4: 5,278 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,959 shares; 2025Q4: 139,920 shares; 2026Q1: 208,157 shares 208,157 $15.8M 0.28% +68,237 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: 20,253 shares; 2024Q4: 31,378 shares; 2025Q1: 38,624 shares; 2025Q2: 43,977 shares; 2025Q3: 46,771 shares; 2025Q4: 46,987 shares; 2026Q1: 100,340 shares 100,340 $15.5M 0.28% +53,353 Timeline SCHC 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: not reported; 2025Q2: not reported; 2025Q3: 17,078 shares; 2025Q4: 197,597 shares; 2026Q1: 314,544 shares 314,544 $15.4M 0.28% +116,947 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: 37,731 shares; 2024Q4: 38,988 shares; 2025Q1: 42,127 shares; 2025Q2: 43,109 shares; 2025Q3: 43,621 shares; 2025Q4: 43,156 shares; 2026Q1: 53,248 shares 53,248 $14.9M 0.27% +10,092 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,374 shares; 2025Q1: 3,560 shares; 2025Q2: 3,561 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 226,169 shares 226,169 $14.9M 0.27% +222,552 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: 81,790 shares; 2024Q4: 118,494 shares; 2025Q1: 140,628 shares; 2025Q2: 153,566 shares; 2025Q3: 157,831 shares; 2025Q4: 154,198 shares; 2026Q1: 316,425 shares 316,425 $14.7M 0.26% +162,227 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: 4,683 shares; 2024Q4: 5,876 shares; 2025Q1: 6,680 shares; 2025Q2: 7,223 shares; 2025Q3: 7,414 shares; 2025Q4: 7,066 shares; 2026Q1: 17,158 shares 17,158 $14.6M 0.26% +10,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,560 shares 121,560 $14.3M 0.26% new 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: 104,139 shares; 2024Q4: 108,188 shares; 2025Q1: 111,936 shares; 2025Q2: 113,242 shares; 2025Q3: 115,325 shares; 2025Q4: 44,583 shares; 2026Q1: 69,346 shares 69,346 $14.3M 0.25% +24,763 Timeline ACWX 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: 22,826 shares; 2025Q1: 20,023 shares; 2025Q2: 19,548 shares; 2025Q3: 19,548 shares; 2025Q4: 19,778 shares; 2026Q1: 196,174 shares 196,174 $14.1M 0.25% +176,396 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: 3,874 shares; 2024Q4: 3,825 shares; 2025Q1: 3,894 shares; 2025Q2: 3,752 shares; 2025Q3: 3,501 shares; 2025Q4: 4,311 shares; 2026Q1: 128,100 shares 128,100 $13.9M 0.25% +123,789 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,852 shares 67,852 $13.7M 0.24% new 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: 156,934 shares; 2024Q4: 151,813 shares; 2025Q1: 128,884 shares; 2025Q2: 105,833 shares; 2025Q3: 83,878 shares; 2025Q4: 123,470 shares; 2026Q1: 185,942 shares 185,942 $13.6M 0.24% +62,472 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: 8,047 shares; 2024Q4: 10,453 shares; 2025Q1: 10,842 shares; 2025Q2: 11,519 shares; 2025Q3: 11,525 shares; 2025Q4: 11,988 shares; 2026Q1: 25,945 shares 25,945 $13.6M 0.24% +13,957 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,580 shares; 2025Q1: 13,953 shares; 2025Q2: 16,518 shares; 2025Q3: 17,275 shares; 2025Q4: 40,423 shares; 2026Q1: 98,060 shares 98,060 $13.5M 0.24% +57,637 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: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 3,279 shares; 2025Q3: 3,611 shares; 2025Q4: 20,893 shares; 2026Q1: 142,552 shares 142,552 $13.3M 0.24% +121,659 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: 15,795 shares; 2024Q4: 25,635 shares; 2025Q1: 28,934 shares; 2025Q2: 32,858 shares; 2025Q3: 33,865 shares; 2025Q4: 34,322 shares; 2026Q1: 64,190 shares 64,190 $13.1M 0.23% +29,868 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: 551,995 shares; 2024Q4: 478,389 shares; 2025Q1: 461,365 shares; 2025Q2: 486,704 shares; 2025Q3: 493,518 shares; 2025Q4: 516,604 shares; 2026Q1: 534,366 shares 534,366 $12.9M 0.23% +17,762 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: 10,774 shares; 2024Q4: 13,815 shares; 2025Q1: 13,510 shares; 2025Q2: 14,521 shares; 2025Q3: 15,801 shares; 2025Q4: 16,380 shares; 2026Q1: 27,200 shares 27,200 $12.9M 0.23% +10,820 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: 63,616 shares; 2024Q4: 70,815 shares; 2025Q1: 63,318 shares; 2025Q2: 66,105 shares; 2025Q3: 70,279 shares; 2025Q4: 70,896 shares; 2026Q1: 99,256 shares 99,256 $12.7M 0.23% +28,360 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: 21,480 shares; 2024Q4: 31,256 shares; 2025Q1: 32,428 shares; 2025Q2: 32,746 shares; 2025Q3: 33,051 shares; 2025Q4: 32,107 shares; 2026Q1: 76,585 shares 76,585 $12.5M 0.22% +44,478 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: 43,212 shares; 2024Q4: 41,923 shares; 2025Q1: 47,125 shares; 2025Q2: 50,280 shares; 2025Q3: 56,932 shares; 2025Q4: 47,296 shares; 2026Q1: 166,867 shares 166,867 $12.4M 0.22% +119,571 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: 30,720 shares; 2024Q4: 33,230 shares; 2025Q1: 33,896 shares; 2025Q2: 34,120 shares; 2025Q3: 35,201 shares; 2025Q4: 40,214 shares; 2026Q1: 162,359 shares 162,359 $12.3M 0.22% +122,145 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: 199,796 shares; 2024Q4: 179,960 shares; 2025Q1: 165,276 shares; 2025Q2: 141,812 shares; 2025Q3: 152,371 shares; 2025Q4: 160,257 shares; 2026Q1: 243,018 shares 243,018 $12.3M 0.22% +82,761 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: 27,188 shares; 2024Q4: 43,947 shares; 2025Q1: 50,853 shares; 2025Q2: 55,379 shares; 2025Q3: 57,734 shares; 2025Q4: 57,812 shares; 2026Q1: 154,305 shares 154,305 $12.2M 0.22% +96,493 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: not reported; 2024Q4: 5,072 shares; 2025Q1: 5,039 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,382 shares; 2026Q1: 60,267 shares 60,267 $12.1M 0.22% +54,885 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 21,041 shares; 2025Q1: 26,232 shares; 2025Q2: 29,291 shares; 2025Q3: 30,294 shares; 2025Q4: 30,194 shares; 2026Q1: 75,936 shares 75,936 $11.8M 0.21% +45,742 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 1,750,000 shares; 2025Q3: 1,750,000 shares; 2025Q4: 1,750,000 shares; 2026Q1: 1,732,594 shares 1,732,594 $11.6M 0.21% -17,406 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,521 shares; 2026Q1: 221,426 shares 221,426 $11.6M 0.21% +154,905 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,538 shares; 2026Q1: 225,765 shares 225,765 $11.4M 0.2% +192,227 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,110 shares 74,110 $11.4M 0.2% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,534 shares 133,534 $11.3M 0.2% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,598 shares; 2024Q4: 172,373 shares; 2025Q1: 171,012 shares; 2025Q2: 173,662 shares; 2025Q3: 175,756 shares; 2025Q4: 182,312 shares; 2026Q1: 247,046 shares 247,046 $11.2M 0.2% +64,734 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: 31,634 shares; 2025Q1: 33,555 shares; 2025Q2: 35,556 shares; 2025Q3: 37,181 shares; 2025Q4: 35,094 shares; 2026Q1: 66,567 shares 66,567 $11.2M 0.2% +31,473 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: 23,165 shares; 2024Q4: 29,271 shares; 2025Q1: 32,508 shares; 2025Q2: 52,087 shares; 2025Q3: 48,441 shares; 2025Q4: 59,505 shares; 2026Q1: 122,117 shares 122,117 $11.2M 0.2% +62,612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,546 shares; 2026Q1: 104,171 shares 104,171 $11.2M 0.2% +38,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,207 shares 22,207 $11.1M 0.2% new 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: 10,657 shares; 2024Q4: 23,028 shares; 2025Q1: 21,864 shares; 2025Q2: 23,023 shares; 2025Q3: 23,557 shares; 2025Q4: 47,436 shares; 2026Q1: 69,147 shares 69,147 $11M 0.2% +21,711 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,425 shares; 2024Q4: 29,813 shares; 2025Q1: 35,821 shares; 2025Q2: 40,564 shares; 2025Q3: 41,921 shares; 2025Q4: 41,424 shares; 2026Q1: 58,356 shares 58,356 $10.8M 0.19% +16,932 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: 1,900 shares; 2024Q4: 2,486 shares; 2025Q1: 2,445 shares; 2025Q2: 2,684 shares; 2025Q3: 2,635 shares; 2025Q4: 2,519 shares; 2026Q1: 7,762 shares 7,762 $10.8M 0.19% +5,243 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: 6,250 shares; 2024Q4: 10,451 shares; 2025Q1: 13,975 shares; 2025Q2: 15,757 shares; 2025Q3: 16,539 shares; 2025Q4: 16,688 shares; 2026Q1: 40,334 shares 40,334 $10.7M 0.19% +23,646 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: 3,247 shares; 2024Q4: 4,024 shares; 2025Q1: 6,494 shares; 2025Q2: 7,817 shares; 2025Q3: 8,066 shares; 2025Q4: 16,639 shares; 2026Q1: 113,676 shares 113,676 $10.7M 0.19% +97,037 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: 10,488 shares; 2024Q4: 12,166 shares; 2025Q1: 9,481 shares; 2025Q2: 11,572 shares; 2025Q3: 12,456 shares; 2025Q4: 12,336 shares; 2026Q1: 28,696 shares 28,696 $10.6M 0.19% +16,360 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: 8,050 shares; 2024Q4: 11,831 shares; 2025Q1: 11,625 shares; 2025Q2: 12,050 shares; 2025Q3: 12,547 shares; 2025Q4: 11,630 shares; 2026Q1: 23,481 shares 23,481 $10.6M 0.19% +11,851 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 9,809 shares; 2025Q2: 11,632 shares; 2025Q3: 11,909 shares; 2025Q4: 11,439 shares; 2026Q1: 16,421 shares 16,421 $10.5M 0.19% +4,982 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: 13,520 shares; 2024Q4: 13,936 shares; 2025Q1: 6,599 shares; 2025Q2: 6,578 shares; 2025Q3: 6,437 shares; 2025Q4: 10,948 shares; 2026Q1: 101,732 shares 101,732 $10.5M 0.19% +90,784 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: 3,997 shares; 2024Q4: 8,063 shares; 2025Q1: 8,947 shares; 2025Q2: 9,913 shares; 2025Q3: 9,600 shares; 2025Q4: 10,126 shares; 2026Q1: 23,038 shares 23,038 $10.5M 0.19% +12,912 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: 2,503 shares; 2024Q4: 4,081 shares; 2025Q1: 5,529 shares; 2025Q2: 6,588 shares; 2025Q3: 5,387 shares; 2025Q4: 4,830 shares; 2026Q1: 5,994 shares 5,994 $10.3M 0.18% +1,164 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,503 shares; 2026Q1: 248,841 shares 248,841 $10.3M 0.18% +103,338 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: 7,831 shares; 2024Q4: 7,915 shares; 2025Q1: 6,455 shares; 2025Q2: 5,435 shares; 2025Q3: 4,037 shares; 2025Q4: 95,479 shares; 2026Q1: 124,802 shares 124,802 $10.3M 0.18% +29,323 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: 12,394 shares; 2024Q4: 17,153 shares; 2025Q1: 13,265 shares; 2025Q2: 14,970 shares; 2025Q3: 15,547 shares; 2025Q4: 15,846 shares; 2026Q1: 31,896 shares 31,896 $10.3M 0.18% +16,050 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: 1,204 shares; 2024Q4: 15,164 shares; 2025Q1: 20,238 shares; 2025Q2: 22,344 shares; 2025Q3: 23,629 shares; 2025Q4: 24,039 shares; 2026Q1: 35,812 shares 35,812 $10.3M 0.18% +11,773 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,150 shares 29,150 $10.3M 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 54,001 shares; 2026Q1: 118,274 shares 118,274 $10.1M 0.18% +64,273 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,802 shares; 2025Q4: 61,626 shares; 2026Q1: 117,101 shares 117,101 $10.1M 0.18% +55,475 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,034 shares; 2024Q4: 46,058 shares; 2025Q1: 46,051 shares; 2025Q2: 46,060 shares; 2025Q3: 46,061 shares; 2025Q4: 46,100 shares; 2026Q1: 46,130 shares 46,130 $9.97M 0.18% +30 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,963 shares; 2024Q4: 294,719 shares; 2025Q1: 308,104 shares; 2025Q2: 309,945 shares; 2025Q3: 307,328 shares; 2025Q4: 309,841 shares; 2026Q1: 313,386 shares 313,386 $9.95M 0.18% +3,545 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: 338,824 shares; 2024Q4: 345,245 shares; 2025Q1: 321,741 shares; 2025Q2: 289,367 shares; 2025Q3: 261,055 shares; 2025Q4: 248,022 shares; 2026Q1: 265,921 shares 265,921 $9.93M 0.18% +17,899 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: 30,781 shares; 2024Q4: 45,672 shares; 2025Q1: 59,166 shares; 2025Q2: 67,671 shares; 2025Q3: 78,912 shares; 2025Q4: 115,148 shares; 2026Q1: 180,184 shares 180,184 $9.87M 0.18% +65,036 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: 21,972 shares; 2024Q4: 35,395 shares; 2025Q1: 43,902 shares; 2025Q2: 49,318 shares; 2025Q3: 51,163 shares; 2025Q4: 36,248 shares; 2026Q1: 62,431 shares 62,431 $9.69M 0.17% +26,183 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: 20,176 shares; 2025Q2: 35,119 shares; 2025Q3: 45,936 shares; 2025Q4: 72,971 shares; 2026Q1: 210,505 shares 210,505 $9.67M 0.17% +137,534 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,235 shares; 2024Q4: 242,385 shares; 2025Q1: 280,500 shares; 2025Q2: 278,310 shares; 2025Q3: 439,553 shares; 2025Q4: 451,039 shares; 2026Q1: 798,243 shares 798,243 $9.52M 0.17% +347,204 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: 998 shares; 2024Q4: 999 shares; 2025Q1: 858 shares; 2025Q2: 862 shares; 2025Q3: 864 shares; 2025Q4: 868 shares; 2026Q1: 19,479 shares 19,479 $9.52M 0.17% +18,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,813 shares; 2026Q1: 200,117 shares 200,117 $9.5M 0.17% +143,304 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,275 shares; 2024Q4: 134,073 shares; 2025Q1: 147,488 shares; 2025Q2: 150,809 shares; 2025Q3: 157,054 shares; 2025Q4: 220,642 shares; 2026Q1: 329,694 shares 329,694 $9.49M 0.17% +109,052 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,933 shares; 2025Q1: 44,920 shares; 2025Q2: 69,484 shares; 2025Q3: 77,139 shares; 2025Q4: 70,946 shares; 2026Q1: 94,222 shares 94,222 $9.49M 0.17% +23,276 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 9,773 shares; 2025Q1: 11,012 shares; 2025Q2: 12,988 shares; 2025Q3: 12,214 shares; 2025Q4: 11,690 shares; 2026Q1: 22,232 shares 22,232 $9.41M 0.17% +10,542 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: 183,491 shares; 2024Q4: 255,636 shares; 2025Q1: 316,019 shares; 2025Q2: 348,917 shares; 2025Q3: 392,779 shares; 2025Q4: 539,876 shares; 2026Q1: 408,893 shares 408,893 $9.32M 0.17% -130,983 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: 1,100 shares; 2024Q4: 1,149 shares; 2025Q1: 1,295 shares; 2025Q2: 1,318 shares; 2025Q3: 1,351 shares; 2025Q4: 5,309 shares; 2026Q1: 8,683 shares 8,683 $9.23M 0.16% +3,374 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: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,840 shares; 2025Q2: 5,840 shares; 2025Q3: 5,864 shares; 2025Q4: 49,374 shares; 2026Q1: 99,548 shares 99,548 $9.08M 0.16% +50,174 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: 14,790 shares; 2024Q4: 15,577 shares; 2025Q1: 17,574 shares; 2025Q2: 19,252 shares; 2025Q3: 19,811 shares; 2025Q4: 19,841 shares; 2026Q1: 39,808 shares 39,808 $9.04M 0.16% +19,967 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,588 shares 183,588 $8.91M 0.16% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 31,682 shares; 2025Q1: 36,140 shares; 2025Q2: 39,728 shares; 2025Q3: 41,271 shares; 2025Q4: 40,670 shares; 2026Q1: 63,348 shares 63,348 $8.89M 0.16% +22,678 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,665 shares; 2025Q1: 1,831 shares; 2025Q2: 1,823 shares; 2025Q3: 1,760 shares; 2025Q4: 42,520 shares; 2026Q1: 95,890 shares 95,890 $8.83M 0.16% +53,370 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 13,528 shares; 2025Q1: 16,947 shares; 2025Q2: 19,891 shares; 2025Q3: 21,550 shares; 2025Q4: 20,939 shares; 2026Q1: 33,239 shares 33,239 $8.81M 0.16% +12,300 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,994 shares; 2026Q1: 216,546 shares 216,546 $8.73M 0.16% +62,552 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: 6,715 shares; 2024Q4: 12,145 shares; 2025Q1: 14,016 shares; 2025Q2: 15,964 shares; 2025Q3: 16,923 shares; 2025Q4: 16,693 shares; 2026Q1: 30,068 shares 30,068 $8.72M 0.16% +13,375 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,008 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 20,120 shares; 2026Q1: 31,398 shares 31,398 $8.72M 0.16% +11,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares; 2026Q1: 74,987 shares 74,987 $8.72M 0.16% +62,052 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 327,404 shares 327,404 $8.62M 0.15% new 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: 54,545 shares; 2024Q4: 62,886 shares; 2025Q1: 67,252 shares; 2025Q2: 71,097 shares; 2025Q3: 72,596 shares; 2025Q4: 168,169 shares; 2026Q1: 166,588 shares 166,588 $8.43M 0.15% -1,581 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,285 shares; 2026Q1: 84,250 shares 84,250 $8.41M 0.15% +7,965 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: 11,061 shares; 2024Q4: 11,073 shares; 2025Q1: 11,350 shares; 2025Q2: 11,783 shares; 2025Q3: 12,328 shares; 2025Q4: 12,062 shares; 2026Q1: 26,404 shares 26,404 $8.33M 0.15% +14,342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares 4,589 $8.33M 0.15% new 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: 6,863 shares; 2024Q4: 8,466 shares; 2025Q1: 8,427 shares; 2025Q2: 8,015 shares; 2025Q3: 8,358 shares; 2025Q4: 17,500 shares; 2026Q1: 69,642 shares 69,642 $8.27M 0.15% +52,142 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: 2,928 shares; 2024Q4: 5,929 shares; 2025Q1: 6,866 shares; 2025Q2: 7,629 shares; 2025Q3: 8,395 shares; 2025Q4: 8,866 shares; 2026Q1: 20,883 shares 20,883 $8.25M 0.15% +12,017 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: 23,906 shares; 2024Q4: 38,367 shares; 2025Q1: 44,864 shares; 2025Q2: 48,709 shares; 2025Q3: 43,808 shares; 2025Q4: 45,497 shares; 2026Q1: 80,690 shares 80,690 $8.17M 0.15% +35,193 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: 16,345 shares; 2024Q4: 23,680 shares; 2025Q1: 26,479 shares; 2025Q2: 29,524 shares; 2025Q3: 30,741 shares; 2025Q4: 21,025 shares; 2026Q1: 45,100 shares 45,100 $8.17M 0.15% +24,075 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,594 shares; 2024Q4: 25,224 shares; 2025Q1: 29,821 shares; 2025Q2: 33,536 shares; 2025Q3: 34,997 shares; 2025Q4: 33,123 shares; 2026Q1: 71,616 shares 71,616 $8.15M 0.15% +38,493 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,869 shares; 2024Q4: 51,901 shares; 2025Q1: 57,367 shares; 2025Q2: 60,856 shares; 2025Q3: 66,251 shares; 2025Q4: 79,643 shares; 2026Q1: 121,678 shares 121,678 $8.12M 0.14% +42,035 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,197 shares; 2025Q4: 3,444 shares; 2026Q1: 46,150 shares 46,150 $8.11M 0.14% +42,706 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 10,490 shares; 2025Q1: 13,140 shares; 2025Q2: 15,874 shares; 2025Q3: 17,091 shares; 2025Q4: 16,330 shares; 2026Q1: 26,100 shares 26,100 $7.9M 0.14% +9,770 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: 3,512 shares; 2024Q4: 7,388 shares; 2025Q1: 7,862 shares; 2025Q2: 7,981 shares; 2025Q3: 8,303 shares; 2025Q4: 9,153 shares; 2026Q1: 38,762 shares 38,762 $7.89M 0.14% +29,609 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: 34,193 shares; 2024Q4: 37,316 shares; 2025Q1: 34,071 shares; 2025Q2: 33,824 shares; 2025Q3: 33,817 shares; 2025Q4: 30,724 shares; 2026Q1: 45,522 shares 45,522 $7.87M 0.14% +14,798 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: 30,870 shares; 2024Q4: 45,804 shares; 2025Q1: 51,333 shares; 2025Q2: 57,126 shares; 2025Q3: 59,358 shares; 2025Q4: 64,947 shares; 2026Q1: 98,447 shares 98,447 $7.81M 0.14% +33,500 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: 2,929 shares; 2024Q4: 3,550 shares; 2025Q1: 3,098 shares; 2025Q2: 2,853 shares; 2025Q3: 4,066 shares; 2025Q4: 6,865 shares; 2026Q1: 56,985 shares 56,985 $7.68M 0.14% +50,120 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: not reported; 2024Q4: not reported; 2025Q1: 9,009 shares; 2025Q2: 9,431 shares; 2025Q3: 9,518 shares; 2025Q4: 5,966 shares; 2026Q1: 17,190 shares 17,190 $7.62M 0.14% +11,224 Timeline BUFB 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: 144,412 shares; 2024Q4: 145,710 shares; 2025Q1: 145,225 shares; 2025Q2: 145,732 shares; 2025Q3: 148,842 shares; 2025Q4: 181,796 shares; 2026Q1: 199,050 shares 199,050 $7.57M 0.14% +17,254 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: 5,570 shares; 2024Q4: 11,282 shares; 2025Q1: 14,280 shares; 2025Q2: 15,868 shares; 2025Q3: 16,917 shares; 2025Q4: 16,596 shares; 2026Q1: 34,994 shares 34,994 $7.53M 0.13% +18,398 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: 3,999 shares; 2024Q4: 5,527 shares; 2025Q1: 6,869 shares; 2025Q2: 7,900 shares; 2025Q3: 8,187 shares; 2025Q4: 7,899 shares; 2026Q1: 14,710 shares 14,710 $7.5M 0.13% +6,811 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: 149,791 shares; 2024Q4: 153,141 shares; 2025Q1: 164,286 shares; 2025Q2: 169,398 shares; 2025Q3: 169,039 shares; 2025Q4: 170,797 shares; 2026Q1: 229,193 shares 229,193 $7.49M 0.13% +58,396 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,417 shares; 2024Q4: 92,322 shares; 2025Q1: 90,354 shares; 2025Q2: 90,523 shares; 2025Q3: 90,506 shares; 2025Q4: 90,437 shares; 2026Q1: 90,553 shares 90,553 $7.38M 0.13% +116 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: 4,647 shares; 2024Q4: 6,809 shares; 2025Q1: 10,373 shares; 2025Q2: 12,116 shares; 2025Q3: 12,968 shares; 2025Q4: 12,757 shares; 2026Q1: 21,485 shares 21,485 $7.26M 0.13% +8,728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,089 shares 16,089 $7.24M 0.13% new Timeline CLOA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,275 shares; 2026Q1: 137,374 shares 137,374 $7.13M 0.13% +129,099 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: 11,112 shares; 2024Q4: 12,565 shares; 2025Q1: 12,016 shares; 2025Q2: 13,071 shares; 2025Q3: 13,925 shares; 2025Q4: 15,121 shares; 2026Q1: 30,460 shares 30,460 $7.02M 0.13% +15,339 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: 3,895 shares; 2024Q4: 5,312 shares; 2025Q1: 5,317 shares; 2025Q2: 4,777 shares; 2025Q3: 4,725 shares; 2025Q4: 5,405 shares; 2026Q1: 74,438 shares 74,438 $7.01M 0.13% +69,033 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,514 shares; 2026Q1: 73,404 shares 73,404 $6.94M 0.12% +32,890 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: 13,150 shares; 2024Q4: 22,345 shares; 2025Q1: 28,797 shares; 2025Q2: 32,877 shares; 2025Q3: 27,267 shares; 2025Q4: 27,686 shares; 2026Q1: 57,552 shares 57,552 $6.9M 0.12% +29,866 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,033 shares; 2024Q4: 118,113 shares; 2025Q1: 116,387 shares; 2025Q2: 124,570 shares; 2025Q3: 124,734 shares; 2025Q4: 135,484 shares; 2026Q1: 135,814 shares 135,814 $6.83M 0.12% +330 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: 29,704 shares; 2025Q2: 32,922 shares; 2025Q3: 34,939 shares; 2025Q4: 33,766 shares; 2026Q1: 48,652 shares 48,652 $6.64M 0.12% +14,886 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 5,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,487 shares 37,487 $6.6M 0.12% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,723 shares; 2026Q1: 89,533 shares 89,533 $6.51M 0.12% +49,810 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: 137,259 shares 137,259 $6.43M 0.11% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 58,976 shares; 2025Q1: 76,298 shares; 2025Q2: 89,189 shares; 2025Q3: 93,764 shares; 2025Q4: 94,930 shares; 2026Q1: 95,168 shares 95,168 $6.38M 0.11% +238 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: 6,597 shares; 2024Q4: 5,542 shares; 2025Q1: 4,515 shares; 2025Q2: 4,272 shares; 2025Q3: 2,880 shares; 2025Q4: 4,192 shares; 2026Q1: 65,699 shares 65,699 $6.23M 0.11% +61,507 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: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,728 shares; 2025Q2: 5,192 shares; 2025Q3: 5,347 shares; 2025Q4: 5,970 shares; 2026Q1: 91,168 shares 91,168 $6.22M 0.11% +85,198 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: 63,428 shares; 2024Q4: 64,952 shares; 2025Q1: 45,315 shares; 2025Q2: 45,968 shares; 2025Q3: 43,020 shares; 2025Q4: 35,865 shares; 2026Q1: 50,770 shares 50,770 $6.16M 0.11% +14,905 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: not reported; 2024Q4: 5,561 shares; 2025Q1: 5,576 shares; 2025Q2: 5,694 shares; 2025Q3: 5,659 shares; 2025Q4: 6,130 shares; 2026Q1: 72,251 shares 72,251 $6.05M 0.11% +66,121 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: 15,834 shares; 2024Q4: 16,082 shares; 2025Q1: 17,200 shares; 2025Q2: 17,686 shares; 2025Q3: 17,576 shares; 2025Q4: 31,297 shares; 2026Q1: 38,966 shares 38,966 $6.02M 0.11% +7,669 Timeline DFUS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,933 shares 76,933 $5.96M 0.11% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,894 shares; 2025Q1: 3,967 shares; 2025Q2: 4,958 shares; 2025Q3: 5,100 shares; 2025Q4: 5,374 shares; 2026Q1: 8,480 shares 8,480 $5.9M 0.11% +3,106 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,013 shares; 2024Q4: 135,078 shares; 2025Q1: 153,395 shares; 2025Q2: 158,206 shares; 2025Q3: 163,956 shares; 2025Q4: 212,257 shares; 2026Q1: 50,462 shares 50,462 $5.82M 0.1% -161,795 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,951 shares; 2024Q4: 153,127 shares; 2025Q1: 152,738 shares; 2025Q2: 147,175 shares; 2025Q3: 145,509 shares; 2025Q4: 144,595 shares; 2026Q1: 173,944 shares 173,944 $5.8M 0.1% +29,349 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: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,403 shares; 2025Q2: 1,357 shares; 2025Q3: 1,444 shares; 2025Q4: 1,415 shares; 2026Q1: 6,358 shares 6,358 $5.76M 0.1% +4,943 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: 228,854 shares; 2024Q4: 233,549 shares; 2025Q1: 231,082 shares; 2025Q2: 220,818 shares; 2025Q3: 210,061 shares; 2025Q4: 210,756 shares; 2026Q1: 183,065 shares 183,065 $5.76M 0.1% -27,691 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 5,320 shares; 2025Q1: 6,560 shares; 2025Q2: 7,379 shares; 2025Q3: 7,907 shares; 2025Q4: 8,377 shares; 2026Q1: 12,156 shares 12,156 $5.71M 0.1% +3,779 Timeline IGEB 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: 6,647 shares; 2026Q1: 125,548 shares 125,548 $5.65M 0.1% +118,901 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: 26,526 shares; 2024Q4: 33,559 shares; 2025Q1: 46,822 shares; 2025Q2: 52,010 shares; 2025Q3: 52,777 shares; 2025Q4: 61,634 shares; 2026Q1: 97,447 shares 97,447 $5.57M 0.1% +35,813 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: not reported; 2025Q3: not reported; 2025Q4: 81,773 shares; 2026Q1: 169,903 shares 169,903 $5.55M 0.1% +88,130 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,964 shares; 2024Q4: 187,331 shares; 2025Q1: 161,846 shares; 2025Q2: 160,045 shares; 2025Q3: 160,426 shares; 2025Q4: 157,319 shares; 2026Q1: 212,578 shares 212,578 $5.51M 0.1% +55,259 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: 91,324 shares; 2024Q4: 89,010 shares; 2025Q1: 84,211 shares; 2025Q2: 82,363 shares; 2025Q3: 76,994 shares; 2025Q4: 82,413 shares; 2026Q1: 114,100 shares 114,100 $5.46M 0.1% +31,687 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,298 shares 14,298 $5.38M 0.1% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,316 shares; 2024Q4: 115,340 shares; 2025Q1: 122,524 shares; 2025Q2: 124,152 shares; 2025Q3: 123,376 shares; 2025Q4: 127,943 shares; 2026Q1: 105,321 shares 105,321 $5.33M 0.1% -22,622 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,488 shares; 2025Q1: 3,586 shares; 2025Q2: 3,612 shares; 2025Q3: 3,664 shares; 2025Q4: 3,997 shares; 2026Q1: 12,589 shares 12,589 $5.17M 0.09% +8,592 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 4,617 shares; 2025Q1: 5,044 shares; 2025Q2: 4,856 shares; 2025Q3: 4,615 shares; 2025Q4: 4,524 shares; 2026Q1: 13,496 shares 13,496 $5.16M 0.09% +8,972 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,288 shares; 2024Q4: 24,287 shares; 2025Q1: 31,802 shares; 2025Q2: 33,175 shares; 2025Q3: 34,631 shares; 2025Q4: 31,723 shares; 2026Q1: 34,197 shares 34,197 $5.1M 0.09% +2,474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,928 shares; 2025Q4: 52,321 shares; 2026Q1: 80,406 shares 80,406 $5.09M 0.09% +28,085 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,691 shares; 2025Q3: 5,611 shares; 2025Q4: 67,318 shares; 2026Q1: 100,939 shares 100,939 $5.08M 0.09% +33,621 Timeline DFAR 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: 329,062 shares; 2024Q4: 324,288 shares; 2025Q1: 278,425 shares; 2025Q2: 238,937 shares; 2025Q3: 205,410 shares; 2025Q4: 187,732 shares; 2026Q1: 198,989 shares 198,989 $5.05M 0.09% +11,257 Timeline IMCG 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: 19,558 shares; 2024Q4: 23,401 shares; 2025Q1: 38,573 shares; 2025Q2: 40,603 shares; 2025Q3: 41,578 shares; 2025Q4: 43,797 shares; 2026Q1: 58,319 shares 58,319 $5.02M 0.09% +14,522 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: 8,832 shares; 2024Q4: 9,205 shares; 2025Q1: 9,678 shares; 2025Q2: 10,552 shares; 2025Q3: 11,544 shares; 2025Q4: 12,265 shares; 2026Q1: 15,503 shares 15,503 $4.89M 0.09% +3,238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,431 shares 32,431 $4.88M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,756 shares 56,756 $4.87M 0.09% new 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: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,221 shares; 2026Q1: 45,373 shares 45,373 $4.85M 0.09% +42,152 Timeline AVLV 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: 9,252 shares; 2024Q4: 12,416 shares; 2025Q1: 17,231 shares; 2025Q2: 18,909 shares; 2025Q3: 19,441 shares; 2025Q4: 23,622 shares; 2026Q1: 56,657 shares 56,657 $4.85M 0.09% +33,035 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,746 shares; 2025Q2: 56,288 shares; 2025Q3: 57,952 shares; 2025Q4: 51,481 shares; 2026Q1: 95,877 shares 95,877 $4.8M 0.09% +44,396 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: 13,262 shares; 2024Q4: 13,553 shares; 2025Q1: 11,647 shares; 2025Q2: 10,744 shares; 2025Q3: 9,722 shares; 2025Q4: 10,151 shares; 2026Q1: 37,560 shares 37,560 $4.79M 0.09% +27,409 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: 23,405 shares; 2024Q4: 31,350 shares; 2025Q1: 29,678 shares; 2025Q2: 29,154 shares; 2025Q3: 28,886 shares; 2025Q4: 30,081 shares; 2026Q1: 58,584 shares 58,584 $4.78M 0.09% +28,503 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: 4,685 shares; 2024Q4: 4,846 shares; 2025Q1: 5,233 shares; 2025Q2: 5,321 shares; 2025Q3: 5,723 shares; 2025Q4: 7,525 shares; 2026Q1: 16,624 shares 16,624 $4.71M 0.08% +9,099 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,790 shares; 2026Q1: 93,719 shares 93,719 $4.67M 0.08% +34,929 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,059 shares 139,059 $4.66M 0.08% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,061 shares 141,061 $4.58M 0.08% new 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: 11,877 shares; 2024Q4: 4,587 shares; 2025Q1: 6,404 shares; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 13,659 shares; 2026Q1: 51,864 shares 51,864 $4.44M 0.08% +38,205 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,992 shares; 2025Q1: 1,743 shares; 2025Q2: 1,594 shares; 2025Q3: 1,350 shares; 2025Q4: 1,384 shares; 2026Q1: 5,481 shares 5,481 $4.44M 0.08% +4,097 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 38,889 shares; 2025Q1: 43,950 shares; 2025Q2: 50,440 shares; 2025Q3: 51,215 shares; 2025Q4: 53,235 shares; 2026Q1: 72,828 shares 72,828 $4.43M 0.08% +19,593 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,034 shares 156,034 $4.37M 0.08% new 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: 14,464 shares; 2024Q4: 21,509 shares; 2025Q1: 23,719 shares; 2025Q2: 26,300 shares; 2025Q3: 13,479 shares; 2025Q4: 9,918 shares; 2026Q1: 29,842 shares 29,842 $4.37M 0.08% +19,924 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: 1,165 shares; 2024Q4: 2,643 shares; 2025Q1: 2,893 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,974 shares; 2026Q1: 52,710 shares 52,710 $4.36M 0.08% +49,736 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: 26,109 shares; 2024Q4: 26,183 shares; 2025Q1: 23,245 shares; 2025Q2: 22,746 shares; 2025Q3: 21,625 shares; 2025Q4: 21,040 shares; 2026Q1: 19,295 shares 19,295 $4.35M 0.08% -1,745 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: 4,529 shares; 2024Q4: 7,987 shares; 2025Q1: 11,036 shares; 2025Q2: 13,280 shares; 2025Q3: 13,641 shares; 2025Q4: 25,691 shares; 2026Q1: 48,397 shares 48,397 $4.29M 0.08% +22,706 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC 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: 114,537 shares 114,537 $4.28M 0.08% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,126 shares; 2025Q2: 20,717 shares; 2025Q3: 21,558 shares; 2025Q4: 21,340 shares; 2026Q1: 27,544 shares 27,544 $4.24M 0.08% +6,204 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 194,019 shares; 2025Q4: 245,039 shares; 2026Q1: 456,458 shares 456,458 $4.05M 0.07% +211,419 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,624 shares; 2024Q4: 9,220 shares; 2025Q1: 13,915 shares; 2025Q2: 17,034 shares; 2025Q3: 17,769 shares; 2025Q4: 19,230 shares; 2026Q1: 29,365 shares 29,365 $4.03M 0.07% +10,135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,579 shares; 2026Q1: 46,671 shares 46,671 $4.02M 0.07% +42,092 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: 8,297 shares; 2024Q4: 9,114 shares; 2025Q1: 9,494 shares; 2025Q2: 10,188 shares; 2025Q3: 10,582 shares; 2025Q4: 10,516 shares; 2026Q1: 11,833 shares 11,833 $4.01M 0.07% +1,317 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,961 shares; 2024Q4: 112,485 shares; 2025Q1: 125,640 shares; 2025Q2: 146,215 shares; 2025Q3: 145,590 shares; 2025Q4: 153,111 shares; 2026Q1: 227,153 shares 227,153 $3.96M 0.07% +74,042 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,869 shares; 2024Q4: 103,042 shares; 2025Q1: 112,171 shares; 2025Q2: 122,665 shares; 2025Q3: 124,128 shares; 2025Q4: 130,451 shares; 2026Q1: 185,755 shares 185,755 $3.95M 0.07% +55,304 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,456 shares; 2024Q4: 58,416 shares; 2025Q1: 61,331 shares; 2025Q2: 65,247 shares; 2025Q3: 67,456 shares; 2025Q4: 49,780 shares; 2026Q1: 50,126 shares 50,126 $3.94M 0.07% +346 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: 15,364 shares; 2024Q4: 12,080 shares; 2025Q1: 10,283 shares; 2025Q2: 9,828 shares; 2025Q3: 9,142 shares; 2025Q4: 9,071 shares; 2026Q1: 53,599 shares 53,599 $3.93M 0.07% +44,528 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: 15,213 shares; 2024Q4: 15,301 shares; 2025Q1: 16,286 shares; 2025Q2: 16,132 shares; 2025Q3: 15,737 shares; 2025Q4: 15,714 shares; 2026Q1: 17,005 shares 17,005 $3.89M 0.07% +1,291 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: 15,480 shares; 2024Q4: 14,820 shares; 2025Q1: 14,136 shares; 2025Q2: 12,636 shares; 2025Q3: 8,784 shares; 2025Q4: 8,424 shares; 2026Q1: 24,983 shares 24,983 $3.79M 0.07% +16,559 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES 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: 127,859 shares 127,859 $3.77M 0.07% new 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: 110,959 shares 110,959 $3.77M 0.07% new Timeline LRGF 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: 52,646 shares 52,646 $3.76M 0.07% new 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: 76,173 shares; 2024Q4: 78,259 shares; 2025Q1: 124,580 shares; 2025Q2: 129,677 shares; 2025Q3: 139,099 shares; 2025Q4: 59,814 shares; 2026Q1: 70,898 shares 70,898 $3.72M 0.07% +11,084 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,604 shares 23,604 $3.67M 0.07% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,477 shares 51,477 $3.67M 0.07% new 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: not reported; 2024Q4: 1,685 shares; 2025Q1: 1,750 shares; 2025Q2: 1,882 shares; 2025Q3: 2,015 shares; 2025Q4: 2,451 shares; 2026Q1: 23,112 shares 23,112 $3.61M 0.06% +20,661 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: 70,274 shares 70,274 $3.56M 0.06% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,439 shares; 2025Q2: 16,279 shares; 2025Q3: 16,753 shares; 2025Q4: 17,783 shares; 2026Q1: 31,253 shares 31,253 $3.51M 0.06% +13,470 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,189 shares; 2024Q4: 170,955 shares; 2025Q1: 121,249 shares; 2025Q2: 124,852 shares; 2025Q3: 130,239 shares; 2025Q4: 138,033 shares; 2026Q1: 129,431 shares 129,431 $3.5M 0.06% -8,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,236 shares 31,236 $3.47M 0.06% new 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: 18,219 shares; 2024Q4: 21,155 shares; 2025Q1: 16,399 shares; 2025Q2: 17,527 shares; 2025Q3: 17,268 shares; 2025Q4: 19,078 shares; 2026Q1: 134,108 shares 134,108 $3.45M 0.06% +115,030 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 50,888 shares; 2025Q3: 53,663 shares; 2025Q4: 58,183 shares; 2026Q1: 83,217 shares 83,217 $3.45M 0.06% +25,034 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: 4,074 shares; 2024Q4: 4,799 shares; 2025Q1: 4,914 shares; 2025Q2: 4,567 shares; 2025Q3: 3,354 shares; 2025Q4: 3,438 shares; 2026Q1: 42,080 shares 42,080 $3.42M 0.06% +38,642 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: 9,442 shares; 2024Q4: 10,750 shares; 2025Q1: 11,460 shares; 2025Q2: 10,991 shares; 2025Q3: 11,714 shares; 2025Q4: 13,217 shares; 2026Q1: 127,727 shares 127,727 $3.35M 0.06% +114,510 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,471 shares; 2024Q4: 111,441 shares; 2025Q1: 120,335 shares; 2025Q2: 93,933 shares; 2025Q3: 89,897 shares; 2025Q4: 85,419 shares; 2026Q1: 120,319 shares 120,319 $3.35M 0.06% +34,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,127 shares 71,127 $3.32M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,135 shares; 2025Q2: 2,033 shares; 2025Q3: not reported; 2025Q4: 5,535 shares; 2026Q1: 21,228 shares 21,228 $3.29M 0.06% +15,693 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 12,076 shares 12,076 $3.29M 0.06% +10,680 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: 5,891 shares; 2024Q4: 6,074 shares; 2025Q1: 5,939 shares; 2025Q2: 5,528 shares; 2025Q3: 5,374 shares; 2025Q4: 5,833 shares; 2026Q1: 17,559 shares 17,559 $3.29M 0.06% +11,726 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,813 shares; 2024Q4: 69,690 shares; 2025Q1: 77,228 shares; 2025Q2: 91,354 shares; 2025Q3: 94,273 shares; 2025Q4: 98,743 shares; 2026Q1: 139,806 shares 139,806 $3.22M 0.06% +41,063 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,583 shares; 2024Q4: 36,238 shares; 2025Q1: 38,780 shares; 2025Q2: 42,077 shares; 2025Q3: 41,574 shares; 2025Q4: 35,014 shares; 2026Q1: 59,141 shares 59,141 $3.16M 0.06% +24,127 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 10,033 shares; 2025Q1: 9,441 shares; 2025Q2: 9,411 shares; 2025Q3: 9,163 shares; 2025Q4: 9,320 shares; 2026Q1: 13,505 shares 13,505 $3.15M 0.06% +4,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: not reported; 2025Q4: 13,531 shares; 2026Q1: 116,175 shares 116,175 $3.14M 0.06% +102,644 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: 5,889 shares; 2024Q4: 6,939 shares; 2025Q1: 6,182 shares; 2025Q2: 5,882 shares; 2025Q3: 5,226 shares; 2025Q4: 5,304 shares; 2026Q1: 13,955 shares 13,955 $3.13M 0.06% +8,651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,430 shares 172,430 $3.09M 0.06% new Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,099 shares; 2025Q4: 54,107 shares; 2026Q1: 76,412 shares 76,412 $3.06M 0.05% +22,305 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: not reported; 2025Q1: 4,714 shares; 2025Q2: 4,439 shares; 2025Q3: 4,412 shares; 2025Q4: 5,123 shares; 2026Q1: 33,564 shares 33,564 $3.06M 0.05% +28,441 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,934 shares; 2025Q4: 71,271 shares; 2026Q1: 101,882 shares 101,882 $3.06M 0.05% +30,611 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,912 shares; 2025Q1: 2,814 shares; 2025Q2: 3,712 shares; 2025Q3: 3,912 shares; 2025Q4: 4,190 shares; 2026Q1: 6,179 shares 6,179 $3.04M 0.05% +1,989 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,980 shares 6,980 $3M 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,248 shares; 2025Q1: 2,597 shares; 2025Q2: 2,979 shares; 2025Q3: 3,093 shares; 2025Q4: 2,444 shares; 2026Q1: 5,915 shares 5,915 $2.99M 0.05% +3,471 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: 13,471 shares; 2024Q4: 20,295 shares; 2025Q1: 31,134 shares; 2025Q2: 38,031 shares; 2025Q3: 13,731 shares; 2025Q4: 7,777 shares; 2026Q1: 26,577 shares 26,577 $2.95M 0.05% +18,800 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: 27,137 shares; 2024Q4: 19,691 shares; 2025Q1: 17,608 shares; 2025Q2: 20,021 shares; 2025Q3: 14,955 shares; 2025Q4: 15,892 shares; 2026Q1: 58,227 shares 58,227 $2.94M 0.05% +42,335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,429 shares; 2025Q3: 5,723 shares; 2025Q4: 6,311 shares; 2026Q1: 19,606 shares 19,606 $2.91M 0.05% +13,295 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,359 shares 28,359 $2.91M 0.05% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,553 shares; 2025Q3: 12,951 shares; 2025Q4: 18,638 shares; 2026Q1: 65,604 shares 65,604 $2.9M 0.05% +46,966 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,986 shares; 2024Q4: 46,729 shares; 2025Q1: 54,114 shares; 2025Q2: 56,782 shares; 2025Q3: 53,232 shares; 2025Q4: 11,785 shares; 2026Q1: 18,716 shares 18,716 $2.89M 0.05% +6,931 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,798 shares; 2024Q4: 30,074 shares; 2025Q1: 29,011 shares; 2025Q2: 24,548 shares; 2025Q3: 23,965 shares; 2025Q4: 34,354 shares; 2026Q1: 28,026 shares 28,026 $2.86M 0.05% -6,328 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,228 shares 146,228 $2.86M 0.05% new 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: 49,117 shares; 2024Q4: 84,821 shares; 2025Q1: 15,852 shares; 2025Q2: 14,567 shares; 2025Q3: 14,439 shares; 2025Q4: 14,647 shares; 2026Q1: 105,951 shares 105,951 $2.84M 0.05% +91,304 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,962 shares; 2024Q4: 103,083 shares; 2025Q1: 112,927 shares; 2025Q2: 130,285 shares; 2025Q3: 135,872 shares; 2025Q4: 138,887 shares; 2026Q1: 187,697 shares 187,697 $2.83M 0.05% +48,810 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,560 shares 50,560 $2.79M 0.05% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 6,938 shares; 2025Q1: 6,062 shares; 2025Q2: 3,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,191 shares 42,191 $2.77M 0.05% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 21,234 shares; 2025Q1: 21,190 shares; 2025Q2: 21,169 shares; 2025Q3: 20,903 shares; 2025Q4: 20,073 shares; 2026Q1: 19,681 shares 19,681 $2.77M 0.05% -392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,034 shares; 2025Q4: 16,074 shares; 2026Q1: 52,988 shares 52,988 $2.75M 0.05% +36,914 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,153 shares 35,153 $2.72M 0.05% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,108 shares 16,108 $2.71M 0.05% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,691 shares 12,691 $2.7M 0.05% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,001 shares 22,001 $2.69M 0.05% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,645 shares; 2025Q1: 2,467 shares; 2025Q2: 3,191 shares; 2025Q3: 4,451 shares; 2025Q4: 4,816 shares; 2026Q1: 8,283 shares 8,283 $2.69M 0.05% +3,467 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: 262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,761 shares 1,761 $2.69M 0.05% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,212 shares; 2026Q1: 63,387 shares 63,387 $2.68M 0.05% +54,175 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: 12,873 shares; 2024Q4: 16,670 shares; 2025Q1: 18,545 shares; 2025Q2: 18,934 shares; 2025Q3: 19,130 shares; 2025Q4: 20,106 shares; 2026Q1: 25,815 shares 25,815 $2.68M 0.05% +5,709 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: not reported; 2024Q4: 10,744 shares; 2025Q1: 14,422 shares; 2025Q2: 10,612 shares; 2025Q3: 13,897 shares; 2025Q4: 14,625 shares; 2026Q1: 28,195 shares 28,195 $2.67M 0.05% +13,570 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 2,750 shares 2,750 $2.67M 0.05% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 2,461 shares; 2025Q1: 2,364 shares; 2025Q2: 3,011 shares; 2025Q3: 3,154 shares; 2025Q4: 3,328 shares; 2026Q1: 6,429 shares 6,429 $2.66M 0.05% +3,101 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: 40,638 shares; 2026Q1: 104,054 shares 104,054 $2.64M 0.05% +63,416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 30,122 shares 30,122 $2.64M 0.05% +27,717 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: 14,808 shares; 2024Q4: 19,111 shares; 2025Q1: 19,079 shares; 2025Q2: 17,596 shares; 2025Q3: 17,382 shares; 2025Q4: 16,283 shares; 2026Q1: 27,741 shares 27,741 $2.63M 0.05% +11,458 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 16,181 shares; 2025Q1: 13,274 shares; 2025Q2: 13,110 shares; 2025Q3: 12,760 shares; 2025Q4: 12,969 shares; 2026Q1: 31,362 shares 31,362 $2.63M 0.05% +18,393 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,251 shares 77,251 $2.62M 0.05% new 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: 1,157 shares; 2024Q4: 2,035 shares; 2025Q1: 1,890 shares; 2025Q2: 2,011 shares; 2025Q3: 2,320 shares; 2025Q4: 2,419 shares; 2026Q1: 9,737 shares 9,737 $2.62M 0.05% +7,318 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,096 shares 29,096 $2.62M 0.05% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,935 shares 7,935 $2.62M 0.05% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 16,172 shares; 2025Q3: 17,037 shares; 2025Q4: 17,999 shares; 2026Q1: 28,564 shares 28,564 $2.61M 0.05% +10,565 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,170 shares 13,170 $2.61M 0.05% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 37,311 shares; 2025Q3: 39,413 shares; 2025Q4: 40,820 shares; 2026Q1: 61,547 shares 61,547 $2.61M 0.05% +20,727 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,122 shares; 2024Q4: 22,175 shares; 2025Q1: 27,480 shares; 2025Q2: 24,499 shares; 2025Q3: 24,210 shares; 2025Q4: 22,052 shares; 2026Q1: 52,357 shares 52,357 $2.6M 0.05% +30,305 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,469 shares 8,469 $2.59M 0.05% new 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: 48,369 shares 48,369 $2.57M 0.05% new 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: 3,106 shares; 2024Q4: 4,437 shares; 2025Q1: 4,740 shares; 2025Q2: 4,400 shares; 2025Q3: 4,205 shares; 2025Q4: 4,760 shares; 2026Q1: 19,808 shares 19,808 $2.54M 0.05% +15,048 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 5,994 shares; 2025Q1: 7,373 shares; 2025Q2: 9,070 shares; 2025Q3: 9,513 shares; 2025Q4: 8,717 shares; 2026Q1: 11,914 shares 11,914 $2.53M 0.05% +3,197 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,415 shares 50,415 $2.5M 0.04% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,555 shares; 2024Q4: 42,679 shares; 2025Q1: 39,407 shares; 2025Q2: 36,081 shares; 2025Q3: 28,186 shares; 2025Q4: 27,924 shares; 2026Q1: 58,741 shares 58,741 $2.5M 0.04% +30,817 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 10,603 shares; 2026Q1: 14,718 shares 14,718 $2.49M 0.04% +4,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,702 shares 11,702 $2.48M 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 751 shares; 2026Q1: 8,218 shares 8,218 $2.48M 0.04% +7,467 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,516 shares; 2025Q1: 7,429 shares; 2025Q2: 9,336 shares; 2025Q3: 9,812 shares; 2025Q4: 10,346 shares; 2026Q1: 16,621 shares 16,621 $2.48M 0.04% +6,275 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,250 shares; 2024Q4: 57,499 shares; 2025Q1: 34,323 shares; 2025Q2: 36,269 shares; 2025Q3: 38,280 shares; 2025Q4: 38,947 shares; 2026Q1: 46,174 shares 46,174 $2.48M 0.04% +7,227 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,524 shares; 2024Q4: 61,077 shares; 2025Q1: 67,896 shares; 2025Q2: 80,550 shares; 2025Q3: 82,245 shares; 2025Q4: 85,837 shares; 2026Q1: 119,247 shares 119,247 $2.48M 0.04% +33,410 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,902 shares; 2025Q3: 1,970 shares; 2025Q4: 2,098 shares; 2026Q1: 2,163 shares 2,163 $2.47M 0.04% +65 Timeline INTF 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: 61,192 shares 61,192 $2.45M 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 4,078 shares; 2025Q1: 11,908 shares; 2025Q2: 11,369 shares; 2025Q3: 10,507 shares; 2025Q4: 10,312 shares; 2026Q1: 23,004 shares 23,004 $2.43M 0.04% +12,692 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,693 shares; 2026Q1: 22,613 shares 22,613 $2.42M 0.04% +14,920 Timeline GTO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,522 shares 51,522 $2.41M 0.04% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 125,072 shares; 2025Q4: 136,124 shares; 2026Q1: 198,182 shares 198,182 $2.41M 0.04% +62,058 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,438 shares; 2026Q1: 6,847 shares 6,847 $2.41M 0.04% -20,591 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,679 shares; 2025Q4: 24,381 shares; 2026Q1: 41,570 shares 41,570 $2.39M 0.04% +17,189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,232 shares; 2025Q3: 7,525 shares; 2025Q4: 11,798 shares; 2026Q1: 30,974 shares 30,974 $2.38M 0.04% +19,176 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,929 shares; 2025Q4: 149,214 shares; 2026Q1: 205,525 shares 205,525 $2.36M 0.04% +56,311 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,994 shares; 2025Q2: 7,139 shares; 2025Q3: 7,294 shares; 2025Q4: 7,751 shares; 2026Q1: 10,675 shares 10,675 $2.35M 0.04% +2,924 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,022 shares; 2025Q3: 7,851 shares; 2025Q4: 9,079 shares; 2026Q1: 55,006 shares 55,006 $2.35M 0.04% +45,927 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 2,133 shares; 2025Q1: 1,620 shares; 2025Q2: 1,511 shares; 2025Q3: 2,186 shares; 2025Q4: 2,213 shares; 2026Q1: 4,844 shares 4,844 $2.33M 0.04% +2,631 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,284 shares; 2025Q3: 2,542 shares; 2025Q4: 23,728 shares; 2026Q1: 25,385 shares 25,385 $2.33M 0.04% +1,657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,377 shares 13,377 $2.33M 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,094 shares 84,094 $2.3M 0.04% 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: 2,961 shares; 2024Q4: 3,035 shares; 2025Q1: 3,236 shares; 2025Q2: 3,046 shares; 2025Q3: 3,214 shares; 2025Q4: 3,332 shares; 2026Q1: 11,469 shares 11,469 $2.29M 0.04% +8,137 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA 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: 98,588 shares; 2025Q4: 106,644 shares; 2026Q1: 150,583 shares 150,583 $2.29M 0.04% +43,939 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 17,789 shares; 2025Q1: 21,323 shares; 2025Q2: 25,232 shares; 2025Q3: 26,172 shares; 2025Q4: 22,560 shares; 2026Q1: 37,303 shares 37,303 $2.29M 0.04% +14,743 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: 10,578 shares; 2024Q4: 13,071 shares; 2025Q1: 11,396 shares; 2025Q2: 12,804 shares; 2025Q3: 12,913 shares; 2025Q4: 12,198 shares; 2026Q1: 9,366 shares 9,366 $2.28M 0.04% -2,832 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,656 shares; 2024Q4: 45,401 shares; 2025Q1: 47,189 shares; 2025Q2: 48,303 shares; 2025Q3: 48,917 shares; 2025Q4: 38,488 shares; 2026Q1: 44,618 shares 44,618 $2.27M 0.04% +6,130 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,704 shares; 2025Q2: 15,001 shares; 2025Q3: 15,001 shares; 2025Q4: 15,126 shares; 2026Q1: 21,672 shares 21,672 $2.23M 0.04% +6,546 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,406 shares; 2025Q2: 194,664 shares; 2025Q3: 183,482 shares; 2025Q4: 194,899 shares; 2026Q1: 268,672 shares 268,672 $2.23M 0.04% +73,773 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 12,044 shares; 2025Q1: 16,963 shares; 2025Q2: 18,971 shares; 2025Q3: 22,809 shares; 2025Q4: 23,487 shares; 2026Q1: 42,720 shares 42,720 $2.23M 0.04% +19,233 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 22,023 shares; 2026Q1: 39,116 shares 39,116 $2.23M 0.04% +17,093 Timeline SPMB 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: 34,658 shares; 2024Q4: 30,810 shares; 2025Q1: 24,682 shares; 2025Q2: 18,784 shares; 2025Q3: 12,712 shares; 2025Q4: 21,308 shares; 2026Q1: 99,734 shares 99,734 $2.22M 0.04% +78,426 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,528 shares; 2025Q1: 9,974 shares; 2025Q2: 10,429 shares; 2025Q3: 10,239 shares; 2025Q4: 10,483 shares; 2026Q1: 14,565 shares 14,565 $2.21M 0.04% +4,082 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,381 shares; 2024Q4: 52,231 shares; 2025Q1: 75,207 shares; 2025Q2: 79,086 shares; 2025Q3: 79,471 shares; 2025Q4: 67,124 shares; 2026Q1: 67,421 shares 67,421 $2.2M 0.04% +297 Timeline EWT 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: 25,183 shares 25,183 $2.2M 0.04% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,855 shares 11,855 $2.2M 0.04% new 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: 108,945 shares; 2024Q4: 104,016 shares; 2025Q1: 95,402 shares; 2025Q2: 90,689 shares; 2025Q3: 91,354 shares; 2025Q4: 89,974 shares; 2026Q1: 94,736 shares 94,736 $2.19M 0.04% +4,762 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,790 shares; 2024Q4: 42,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,420 shares; 2026Q1: 61,908 shares 61,908 $2.19M 0.04% +54,488 Timeline QTOP 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: 62,498 shares 62,498 $2.18M 0.04% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,105 shares; 2025Q3: 3,315 shares; 2025Q4: 4,088 shares; 2026Q1: 18,983 shares 18,983 $2.17M 0.04% +14,895 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,063 shares; 2025Q1: 1,162 shares; 2025Q2: 1,332 shares; 2025Q3: 1,370 shares; 2025Q4: 1,737 shares; 2026Q1: 2,072 shares 2,072 $2.16M 0.04% +335 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,291 shares 5,291 $2.15M 0.04% new Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,481 shares; 2025Q3: 93,332 shares; 2025Q4: 101,543 shares; 2026Q1: 146,191 shares 146,191 $2.15M 0.04% +44,648 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,557 shares; 2024Q4: 121,710 shares; 2025Q1: 118,706 shares; 2025Q2: 115,144 shares; 2025Q3: 113,390 shares; 2025Q4: 103,004 shares; 2026Q1: 200,812 shares 200,812 $2.14M 0.04% +97,808 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 6,970 shares 6,970 $2.14M 0.04% new Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,396 shares; 2025Q1: 11,550 shares; 2025Q2: 45,956 shares; 2025Q3: 56,976 shares; 2025Q4: 58,745 shares; 2026Q1: 71,974 shares 71,974 $2.12M 0.04% +13,229 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 1,048 shares; 2025Q1: 1,364 shares; 2025Q2: 1,757 shares; 2025Q3: 1,862 shares; 2025Q4: 1,962 shares; 2026Q1: 6,392 shares 6,392 $2.12M 0.04% +4,430 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,095 shares; 2024Q4: 12,304 shares; 2025Q1: 14,242 shares; 2025Q2: 15,533 shares; 2025Q3: 14,601 shares; 2025Q4: 12,329 shares; 2026Q1: 12,373 shares 12,373 $2.1M 0.04% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,870 shares; 2025Q3: 2,927 shares; 2025Q4: 21,883 shares; 2026Q1: 45,639 shares 45,639 $2.08M 0.04% +23,756 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,265 shares 27,265 $2.08M 0.04% new Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 67,992 shares 67,992 $2.07M 0.04% new 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: 4,982 shares; 2024Q4: 6,267 shares; 2025Q1: 6,318 shares; 2025Q2: 6,206 shares; 2025Q3: 6,671 shares; 2025Q4: 7,455 shares; 2026Q1: 9,120 shares 9,120 $2.07M 0.04% +1,665 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 10,496 shares; 2025Q1: 10,824 shares; 2025Q2: 11,399 shares; 2025Q3: 11,922 shares; 2025Q4: 12,473 shares; 2026Q1: 13,059 shares 13,059 $2.07M 0.04% +586 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares 2,493 $2.04M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares; 2026Q1: 31,221 shares 31,221 $2.02M 0.04% +26,127 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,715 shares; 2024Q4: 16,604 shares; 2025Q1: 14,790 shares; 2025Q2: 14,183 shares; 2025Q3: 11,363 shares; 2025Q4: 10,708 shares; 2026Q1: 22,151 shares 22,151 $2.02M 0.04% +11,443 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,067 shares; 2025Q1: 7,159 shares; 2025Q2: 8,879 shares; 2025Q3: 8,962 shares; 2025Q4: 9,466 shares; 2026Q1: 13,173 shares 13,173 $2.02M 0.04% +3,707 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,465 shares 43,465 $2.01M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,602 shares; 2025Q3: 2,650 shares; 2025Q4: not reported; 2026Q1: 34,066 shares 34,066 $2.01M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 9,306 shares 9,306 $2.01M 0.04% +2,935 Timeline IGM 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: 14,210 shares 14,210 $2.01M 0.04% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 2,490 shares; 2025Q1: 3,333 shares; 2025Q2: 4,287 shares; 2025Q3: 4,523 shares; 2025Q4: 4,835 shares; 2026Q1: 7,785 shares 7,785 $2M 0.04% +2,950 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,138 shares 56,138 $1.99M 0.04% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,947 shares 19,947 $1.99M 0.04% new Timeline SJNK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,310 shares 79,310 $1.99M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,329 shares; 2025Q3: 4,532 shares; 2025Q4: 32,503 shares; 2026Q1: 41,547 shares 41,547 $1.99M 0.04% +9,044 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,048 shares; 2026Q1: 21,552 shares 21,552 $1.99M 0.04% +5,504 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: 9,439 shares; 2024Q4: 15,464 shares; 2025Q1: 17,295 shares; 2025Q2: 19,028 shares; 2025Q3: 19,750 shares; 2025Q4: 21,133 shares; 2026Q1: 31,504 shares 31,504 $1.99M 0.04% +10,371 Timeline IMCV 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: 22,513 shares 22,513 $1.99M 0.04% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS 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: 4,946 shares; 2025Q4: 5,362 shares; 2026Q1: 11,832 shares 11,832 $1.97M 0.04% +6,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,722 shares 7,722 $1.96M 0.04% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 14,997 shares; 2025Q1: 21,413 shares; 2025Q2: 26,953 shares; 2025Q3: 27,174 shares; 2025Q4: 28,601 shares; 2026Q1: 44,857 shares 44,857 $1.94M 0.03% +16,256 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 5,456 shares; 2025Q1: 21,465 shares; 2025Q2: 25,079 shares; 2025Q3: 24,343 shares; 2025Q4: 22,458 shares; 2026Q1: 31,674 shares 31,674 $1.93M 0.03% +9,216 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,675 shares 4,675 $1.93M 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,705 shares; 2025Q1: 2,980 shares; 2025Q2: 3,197 shares; 2025Q3: 3,224 shares; 2025Q4: 2,460 shares; 2026Q1: 3,054 shares 3,054 $1.93M 0.03% +594 Timeline EWU 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: 41,707 shares 41,707 $1.92M 0.03% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,450 shares 37,450 $1.92M 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,932 shares 40,932 $1.91M 0.03% new 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: 12,837 shares; 2024Q4: 14,123 shares; 2025Q1: 13,002 shares; 2025Q2: 12,745 shares; 2025Q3: 12,034 shares; 2025Q4: 11,364 shares; 2026Q1: 33,139 shares 33,139 $1.91M 0.03% +21,775 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: not reported; 2024Q4: 4,266 shares; 2025Q1: 15,827 shares; 2025Q2: 18,393 shares; 2025Q3: 17,860 shares; 2025Q4: 18,780 shares; 2026Q1: 32,317 shares 32,317 $1.91M 0.03% +13,537 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,579 shares 6,579 $1.89M 0.03% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC 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: 20,556 shares; 2025Q3: 21,560 shares; 2025Q4: 23,940 shares; 2026Q1: 35,043 shares 35,043 $1.89M 0.03% +11,103 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA 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: 3,110 shares; 2026Q1: 17,736 shares 17,736 $1.88M 0.03% +14,626 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,838 shares; 2025Q1: 4,517 shares; 2025Q2: 5,271 shares; 2025Q3: 5,616 shares; 2025Q4: 4,584 shares; 2026Q1: 12,253 shares 12,253 $1.88M 0.03% +7,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,062 shares 21,062 $1.88M 0.03% new 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: not reported; 2024Q4: 2,547 shares; 2025Q1: 3,382 shares; 2025Q2: 5,667 shares; 2025Q3: 5,775 shares; 2025Q4: 5,851 shares; 2026Q1: 8,850 shares 8,850 $1.88M 0.03% +2,999 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 6,606 shares; 2025Q3: 7,113 shares; 2025Q4: 7,558 shares; 2026Q1: 11,361 shares 11,361 $1.87M 0.03% +3,803 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,201 shares; 2026Q1: 38,106 shares 38,106 $1.85M 0.03% -8,095 Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 15,217 shares 15,217 $1.84M 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 1,832 shares; 2026Q1: 4,678 shares 4,678 $1.82M 0.03% +2,846 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 13,512 shares; 2025Q1: 13,524 shares; 2025Q2: 15,146 shares; 2025Q3: 16,342 shares; 2025Q4: 1,703 shares; 2026Q1: 9,018 shares 9,018 $1.81M 0.03% +7,315 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,306 shares 13,306 $1.81M 0.03% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 11,913 shares; 2025Q4: 663,509 shares; 2026Q1: 703,074 shares 703,074 $1.8M 0.03% +39,565 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 7,187 shares; 2025Q3: 15,868 shares; 2025Q4: 17,232 shares; 2026Q1: 33,191 shares 33,191 $1.79M 0.03% +15,959 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: 18,999 shares; 2024Q4: 19,423 shares; 2025Q1: 14,746 shares; 2025Q2: 14,047 shares; 2025Q3: 12,785 shares; 2025Q4: 14,206 shares; 2026Q1: 39,992 shares 39,992 $1.79M 0.03% +25,786 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: 11,817 shares; 2024Q4: 12,374 shares; 2025Q1: 2,533 shares; 2025Q2: 2,530 shares; 2025Q3: 2,650 shares; 2025Q4: 2,886 shares; 2026Q1: 8,480 shares 8,480 $1.78M 0.03% +5,594 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,702 shares; 2024Q4: 83,685 shares; 2025Q1: 67,900 shares; 2025Q2: 51,478 shares; 2025Q3: 40,795 shares; 2025Q4: 34,620 shares; 2026Q1: 35,403 shares 35,403 $1.78M 0.03% +783 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 10,399 shares; 2025Q1: 12,929 shares; 2025Q2: 15,995 shares; 2025Q3: 15,880 shares; 2025Q4: 16,709 shares; 2026Q1: 31,566 shares 31,566 $1.77M 0.03% +14,857 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: 1,960 shares; 2024Q4: 1,858 shares; 2025Q1: 1,723 shares; 2025Q2: 1,569 shares; 2025Q3: 1,409 shares; 2025Q4: 1,364 shares; 2026Q1: 2,261 shares 2,261 $1.77M 0.03% +897 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: 271 shares; 2025Q1: 260 shares; 2025Q2: 252 shares; 2025Q3: 311 shares; 2025Q4: 480 shares; 2026Q1: 1,699 shares 1,699 $1.77M 0.03% +1,219 Timeline EWZ 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: 45,431 shares 45,431 $1.76M 0.03% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,937 shares 65,937 $1.73M 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 16,434 shares; 2025Q1: 17,846 shares; 2025Q2: 16,763 shares; 2025Q3: 15,785 shares; 2025Q4: 14,382 shares; 2026Q1: 30,338 shares 30,338 $1.73M 0.03% +15,956 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: not reported; 2024Q4: 8,643 shares; 2025Q1: 8,644 shares; 2025Q2: 8,644 shares; 2025Q3: 8,644 shares; 2025Q4: 8,644 shares; 2026Q1: 36,710 shares 36,710 $1.72M 0.03% +28,066 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: 15,142 shares; 2024Q4: 5,052 shares; 2025Q1: 4,331 shares; 2025Q2: 4,830 shares; 2025Q3: 4,819 shares; 2025Q4: 4,675 shares; 2026Q1: 16,148 shares 16,148 $1.72M 0.03% +11,473 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,501 shares 84,501 $1.72M 0.03% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 11,265 shares; 2025Q1: 12,592 shares; 2025Q2: 12,993 shares; 2025Q3: 13,448 shares; 2025Q4: 10,296 shares; 2026Q1: 15,136 shares 15,136 $1.72M 0.03% +4,840 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 3,026 shares; 2025Q1: 3,297 shares; 2025Q2: 4,024 shares; 2025Q3: 4,115 shares; 2025Q4: 4,380 shares; 2026Q1: 9,171 shares 9,171 $1.7M 0.03% +4,791 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,209 shares 12,209 $1.69M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,510 shares 3,510 $1.68M 0.03% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 4,606 shares; 2025Q1: 5,693 shares; 2025Q2: 7,326 shares; 2025Q3: 7,706 shares; 2025Q4: 8,198 shares; 2026Q1: 12,198 shares 12,198 $1.68M 0.03% +4,000 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,879 shares 84,879 $1.68M 0.03% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,020 shares; 2026Q1: 155,697 shares 155,697 $1.67M 0.03% +139,677 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: 4,006 shares; 2025Q2: 8,268 shares; 2025Q3: 9,895 shares; 2025Q4: 11,134 shares; 2026Q1: 20,904 shares 20,904 $1.67M 0.03% +9,770 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 5,744 shares; 2025Q1: 5,195 shares; 2025Q2: 5,891 shares; 2025Q3: 5,963 shares; 2025Q4: 5,366 shares; 2026Q1: 7,975 shares 7,975 $1.67M 0.03% +2,609 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 6,753 shares; 2025Q1: 4,823 shares; 2025Q2: 3,877 shares; 2025Q3: 3,306 shares; 2025Q4: 3,216 shares; 2026Q1: 9,101 shares 9,101 $1.67M 0.03% +5,885 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,991 shares 84,991 $1.67M 0.03% new Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS 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: 12,307 shares; 2026Q1: 25,223 shares 25,223 $1.66M 0.03% +12,916 Timeline DFAS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,814 shares 21,814 $1.66M 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 7,304 shares 7,304 $1.64M 0.03% +5,893 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,261 shares; 2025Q4: 1,684 shares; 2026Q1: 8,587 shares 8,587 $1.64M 0.03% +6,903 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,544 shares 2,544 $1.64M 0.03% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,338 shares; 2025Q1: 29,703 shares; 2025Q2: 33,248 shares; 2025Q3: 32,087 shares; 2025Q4: 32,337 shares; 2026Q1: 31,298 shares 31,298 $1.61M 0.03% -1,039 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: 12,153 shares; 2024Q4: 12,172 shares; 2025Q1: 12,403 shares; 2025Q2: 12,730 shares; 2025Q3: 12,702 shares; 2025Q4: 12,705 shares; 2026Q1: 26,531 shares 26,531 $1.61M 0.03% +13,826 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS 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: 32,475 shares 32,475 $1.61M 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,399 shares; 2024Q4: 59,594 shares; 2025Q1: 63,491 shares; 2025Q2: 66,906 shares; 2025Q3: 67,803 shares; 2025Q4: 67,603 shares; 2026Q1: 81,405 shares 81,405 $1.61M 0.03% +13,802 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares 1,684 $1.6M 0.03% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS 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: 10,630 shares; 2026Q1: 33,527 shares 33,527 $1.6M 0.03% +22,897 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 310,663 shares 310,663 $1.59M 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,622 shares; 2026Q1: 12,212 shares 12,212 $1.59M 0.03% +9,590 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,117 shares 31,117 $1.59M 0.03% new Timeline HYGW 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: 32,475 shares; 2026Q1: 54,320 shares 54,320 $1.59M 0.03% +21,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,274 shares 26,274 $1.59M 0.03% new Timeline RMD RESMED INC More: the full row for RESMED 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: 7,467 shares 7,467 $1.58M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,825 shares 2,825 $1.58M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,676 shares; 2026Q1: 12,282 shares 12,282 $1.58M 0.03% -3,394 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,247 shares; 2025Q1: 70,892 shares; 2025Q2: 71,090 shares; 2025Q3: 55,349 shares; 2025Q4: 58,200 shares; 2026Q1: 65,580 shares 65,580 $1.57M 0.03% +7,380 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 8,651 shares; 2025Q1: 10,495 shares; 2025Q2: 12,075 shares; 2025Q3: 11,984 shares; 2025Q4: 12,345 shares; 2026Q1: 18,336 shares 18,336 $1.57M 0.03% +5,991 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS 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: 39,393 shares 39,393 $1.56M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,896 shares 36,896 $1.55M 0.03% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,052 shares; 2025Q4: 2,356 shares; 2026Q1: 11,804 shares 11,804 $1.54M 0.03% +9,448 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 3,342 shares; 2025Q1: 3,717 shares; 2025Q2: 5,075 shares; 2025Q3: 7,940 shares; 2025Q4: 8,683 shares; 2026Q1: 13,616 shares 13,616 $1.54M 0.03% +4,933 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,121 shares; 2025Q1: 1,138 shares; 2025Q2: 1,139 shares; 2025Q3: 1,144 shares; 2025Q4: 1,253 shares; 2026Q1: 4,789 shares 4,789 $1.54M 0.03% +3,536 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $1.53M 0.03% new STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 84,358 shares 84,358 $1.52M 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,046 shares 14,046 $1.51M 0.03% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 19,440 shares; 2025Q1: 21,741 shares; 2025Q2: 23,112 shares; 2025Q3: 23,406 shares; 2025Q4: 17,418 shares; 2026Q1: 22,394 shares 22,394 $1.5M 0.03% +4,976 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,813 shares; 2025Q4: 21,329 shares; 2026Q1: 30,497 shares 30,497 $1.5M 0.03% +9,168 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,045 shares; 2025Q1: 3,030 shares; 2025Q2: 2,846 shares; 2025Q3: 2,113 shares; 2025Q4: 1,864 shares; 2026Q1: 4,629 shares 4,629 $1.49M 0.03% +2,765 Timeline MUU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,464 shares 5,464 $1.49M 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,812 shares 3,812 $1.48M 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,611 shares 20,611 $1.48M 0.03% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,136 shares; 2024Q4: 109,220 shares; 2025Q1: 120,744 shares; 2025Q2: 143,517 shares; 2025Q3: 148,335 shares; 2025Q4: 152,236 shares; 2026Q1: 184,669 shares 184,669 $1.48M 0.03% +32,433 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,538 shares 23,538 $1.48M 0.03% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 273 shares; 2026Q1: 1,884 shares 1,884 $1.46M 0.03% +1,611 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 13,783 shares; 2025Q1: 19,623 shares; 2025Q2: 24,862 shares; 2025Q3: 26,452 shares; 2025Q4: 28,269 shares; 2026Q1: 42,031 shares 42,031 $1.46M 0.03% +13,762 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,580 shares; 2025Q1: 3,111 shares; 2025Q2: 3,098 shares; 2025Q3: 2,836 shares; 2025Q4: 2,925 shares; 2026Q1: 8,186 shares 8,186 $1.46M 0.03% +5,261 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: 10,258 shares; 2024Q4: 15,022 shares; 2025Q1: 16,730 shares; 2025Q2: 19,180 shares; 2025Q3: 18,948 shares; 2025Q4: 17,007 shares; 2026Q1: 8,085 shares 8,085 $1.46M 0.03% -8,922 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,341 shares 17,341 $1.45M 0.03% new Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 37,876 shares 37,876 $1.45M 0.03% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 8,774 shares 8,774 $1.45M 0.03% new 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: 4,958 shares; 2024Q4: 5,064 shares; 2025Q1: 4,559 shares; 2025Q2: 4,193 shares; 2025Q3: 4,095 shares; 2025Q4: 4,170 shares; 2026Q1: 11,395 shares 11,395 $1.44M 0.03% +7,225 Timeline IHDG 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: 145,961 shares; 2024Q4: 155,462 shares; 2025Q1: 255,079 shares; 2025Q2: 263,672 shares; 2025Q3: 270,968 shares; 2025Q4: 17,753 shares; 2026Q1: 29,386 shares 29,386 $1.44M 0.03% +11,633 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,950 shares; 2024Q4: 46,216 shares; 2025Q1: 41,860 shares; 2025Q2: 39,311 shares; 2025Q3: 39,670 shares; 2025Q4: 39,344 shares; 2026Q1: 52,350 shares 52,350 $1.44M 0.03% +13,006 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,384 shares 114,384 $1.41M 0.03% new Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 35,101 shares 35,101 $1.41M 0.03% new 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: 6,115 shares; 2024Q4: 6,078 shares; 2025Q1: 5,596 shares; 2025Q2: 5,679 shares; 2025Q3: 5,573 shares; 2025Q4: 5,803 shares; 2026Q1: 10,875 shares 10,875 $1.4M 0.03% +5,072 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,101 shares; 2024Q4: 168,958 shares; 2025Q1: 154,702 shares; 2025Q2: 132,850 shares; 2025Q3: 123,194 shares; 2025Q4: 133,315 shares; 2026Q1: 186,522 shares 186,522 $1.4M 0.02% +53,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,597 shares 43,597 $1.39M 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,121 shares 22,121 $1.38M 0.02% new Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,657 shares; 2025Q1: 22,368 shares; 2025Q2: 31,929 shares; 2025Q3: 44,350 shares; 2025Q4: 44,148 shares; 2026Q1: 39,822 shares 39,822 $1.38M 0.02% -4,326 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,896 shares; 2024Q4: 78,219 shares; 2025Q1: 74,405 shares; 2025Q2: 57,825 shares; 2025Q3: 42,525 shares; 2025Q4: 33,093 shares; 2026Q1: 34,583 shares 34,583 $1.38M 0.02% +1,490 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,913 shares 38,913 $1.37M 0.02% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,904 shares; 2025Q1: 2,285 shares; 2025Q2: 3,305 shares; 2025Q3: 3,562 shares; 2025Q4: 2,568 shares; 2026Q1: 3,243 shares 3,243 $1.37M 0.02% +675 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: 10,924 shares; 2024Q4: 11,845 shares; 2025Q1: 9,562 shares; 2025Q2: 7,428 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,345 shares 45,345 $1.36M 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 33,730 shares 33,730 $1.36M 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 28,326 shares; 2025Q1: 32,021 shares; 2025Q2: 32,668 shares; 2025Q3: 34,520 shares; 2025Q4: 25,515 shares; 2026Q1: 40,713 shares 40,713 $1.36M 0.02% +15,198 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,743 shares; 2025Q1: 8,472 shares; 2025Q2: 8,851 shares; 2025Q3: 8,760 shares; 2025Q4: 7,203 shares; 2026Q1: 9,852 shares 9,852 $1.35M 0.02% +2,649 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,027 shares 60,027 $1.35M 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares 7,764 $1.35M 0.02% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 7,341 shares; 2025Q1: 9,527 shares; 2025Q2: 12,205 shares; 2025Q3: 12,878 shares; 2025Q4: 13,613 shares; 2026Q1: 20,673 shares 20,673 $1.34M 0.02% +7,060 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,456 shares 36,456 $1.34M 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,664 shares; 2025Q2: 35,541 shares; 2025Q3: 65,553 shares; 2025Q4: 86,092 shares; 2026Q1: 118,420 shares 118,420 $1.33M 0.02% +32,328 Timeline BAPRA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,513 shares 18,513 $1.33M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,891 shares 17,891 $1.32M 0.02% new Timeline