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: 815,114 shares; 2024Q4: 691,646 shares; 2025Q1: 682,871 shares; 2025Q2: 697,826 shares; 2025Q3: 119,784 shares; 2025Q4: 249,088 shares; 2026Q1: 590,038 shares 590,038 $150M 3.56% +340,950 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: 19,500 shares; 2024Q4: 20,342 shares; 2025Q1: 21,533 shares; 2025Q2: 21,719 shares; 2025Q3: 92,377 shares; 2025Q4: 199,169 shares; 2026Q1: 306,968 shares 306,968 $132M 3.14% +107,799 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,042 shares; 2024Q4: 89,081 shares; 2025Q1: 88,443 shares; 2025Q2: 91,405 shares; 2025Q3: 158,434 shares; 2025Q4: 221,824 shares; 2026Q1: 499,727 shares 499,727 $87.2M 2.07% +277,903 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: 36,370 shares; 2024Q4: 42,328 shares; 2025Q1: 41,523 shares; 2025Q2: 42,050 shares; 2025Q3: 75,380 shares; 2025Q4: 122,875 shares; 2026Q1: 230,977 shares 230,977 $85.5M 2.03% +108,102 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: 1,006 shares; 2024Q4: 3,183 shares; 2025Q1: 3,658 shares; 2025Q2: 1,368 shares; 2025Q3: 89,373 shares; 2025Q4: 129,073 shares; 2026Q1: 139,259 shares 139,259 $83.2M 1.98% +10,186 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: 87,323 shares; 2024Q4: 112,775 shares; 2025Q1: 109,996 shares; 2025Q2: 106,441 shares; 2025Q3: 51,806 shares; 2025Q4: 76,968 shares; 2026Q1: 242,209 shares 242,209 $69.6M 1.66% +165,241 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: 54,099 shares; 2024Q4: 54,060 shares; 2025Q1: 52,266 shares; 2025Q2: 53,072 shares; 2025Q3: 69,216 shares; 2025Q4: 268,050 shares; 2026Q1: 387,890 shares 387,890 $65.8M 1.56% +119,840 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: 43,841 shares; 2024Q4: 73,963 shares; 2025Q1: 72,203 shares; 2025Q2: 79,872 shares; 2025Q3: 80,605 shares; 2025Q4: 155,250 shares; 2026Q1: 302,481 shares 302,481 $63M 1.5% +147,231 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: 61,792 shares; 2024Q4: 69,230 shares; 2025Q1: 55,580 shares; 2025Q2: 48,511 shares; 2025Q3: 5,317 shares; 2025Q4: 14,763 shares; 2026Q1: 89,076 shares 89,076 $58.2M 1.38% +74,313 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: 38,874 shares; 2024Q4: 36,341 shares; 2025Q1: 30,717 shares; 2025Q2: 30,722 shares; 2025Q3: 76,398 shares; 2025Q4: 78,934 shares; 2026Q1: 165,864 shares 165,864 $51.3M 1.22% +86,930 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: 15,141 shares; 2024Q4: 36,582 shares; 2025Q1: 34,585 shares; 2025Q2: 35,818 shares; 2025Q3: 55,881 shares; 2025Q4: 87,483 shares; 2026Q1: 171,511 shares 171,511 $50.5M 1.2% +84,028 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,114 shares; 2024Q4: 61,198 shares; 2025Q1: 60,635 shares; 2025Q2: 65,483 shares; 2025Q3: 140,922 shares; 2025Q4: 44,610 shares; 2026Q1: 722,842 shares 722,842 $49.4M 1.17% +678,232 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,262 shares; 2025Q4: 7,286 shares; 2026Q1: 1,039,862 shares 1,039,862 $41M 0.97% +1,032,576 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: 9,729 shares; 2024Q4: 12,219 shares; 2025Q1: 12,163 shares; 2025Q2: 11,045 shares; 2025Q3: 13,903 shares; 2025Q4: 20,864 shares; 2026Q1: 122,947 shares 122,947 $40.4M 0.96% +102,083 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 18,659 shares; 2025Q4: 1,019,056 shares; 2026Q1: 1,032,176 shares 1,032,176 $39.1M 0.93% +13,120 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: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,325 shares; 2025Q2: 3,392 shares; 2025Q3: 18,189 shares; 2025Q4: 20,485 shares; 2026Q1: 42,234 shares 42,234 $38.8M 0.92% +21,749 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495,706 shares 495,706 $35.6M 0.85% new 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: 73,464 shares; 2024Q4: 74,535 shares; 2025Q1: 73,754 shares; 2025Q2: 75,354 shares; 2025Q3: 18,662 shares; 2025Q4: 31,027 shares; 2026Q1: 118,345 shares 118,345 $33.9M 0.81% +87,318 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: 37,381 shares; 2024Q4: 32,466 shares; 2025Q1: 35,358 shares; 2025Q2: 35,323 shares; 2025Q3: 21,210 shares; 2025Q4: 48,551 shares; 2026Q1: 176,633 shares 176,633 $33.9M 0.81% +128,082 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199,045 shares; 2025Q4: 323,930 shares; 2026Q1: 405,333 shares 405,333 $33.5M 0.8% +81,403 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: 39,590 shares; 2024Q4: 59,708 shares; 2025Q1: 33,093 shares; 2025Q2: 29,225 shares; 2025Q3: 288,479 shares; 2025Q4: 313,928 shares; 2026Q1: 368,941 shares 368,941 $33.4M 0.79% +55,013 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: not reported; 2025Q4: 1,465 shares; 2026Q1: 232,912 shares 232,912 $32.2M 0.77% +231,447 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: 74,510 shares; 2024Q4: 74,316 shares; 2025Q1: 121,029 shares; 2025Q2: 134,142 shares; 2025Q3: 252,468 shares; 2025Q4: 314,867 shares; 2026Q1: 428,500 shares 428,500 $28.9M 0.69% +113,633 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: 55,664 shares; 2024Q4: 43,543 shares; 2025Q1: 43,677 shares; 2025Q2: 44,418 shares; 2025Q3: 19,847 shares; 2025Q4: 64,992 shares; 2026Q1: 216,534 shares 216,534 $28.8M 0.68% +151,542 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: 1,220 shares; 2024Q4: 834 shares; 2025Q1: 919 shares; 2025Q2: 920 shares; 2025Q3: 4,414 shares; 2025Q4: 7,328 shares; 2026Q1: 65,117 shares 65,117 $28.4M 0.68% +57,789 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: 46,100 shares; 2024Q4: 47,852 shares; 2025Q1: 40,099 shares; 2025Q2: 37,278 shares; 2025Q3: 87,942 shares; 2025Q4: 176,783 shares; 2026Q1: 228,153 shares 228,153 $28.4M 0.67% +51,370 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: 154,050 shares; 2024Q4: 125,338 shares; 2025Q1: 117,034 shares; 2025Q2: 113,410 shares; 2025Q3: 93,332 shares; 2025Q4: 937,087 shares; 2026Q1: 987,693 shares 987,693 $28.4M 0.67% +50,606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,734 shares; 2025Q4: 207,166 shares; 2026Q1: 302,098 shares 302,098 $27.7M 0.66% +94,932 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161 shares; 2025Q3: 7,536 shares; 2025Q4: 254,686 shares; 2026Q1: 343,535 shares 343,535 $26.9M 0.64% +88,849 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,629 shares; 2024Q4: 190,557 shares; 2025Q1: 192,653 shares; 2025Q2: 180,306 shares; 2025Q3: 206,503 shares; 2025Q4: 143,444 shares; 2026Q1: 336,708 shares 336,708 $26.5M 0.63% +193,264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 35,056 shares; 2025Q4: 84,299 shares; 2026Q1: 89,910 shares 89,910 $25.8M 0.61% +5,611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 70,368 shares; 2025Q4: 353,510 shares; 2026Q1: 395,812 shares 395,812 $25.4M 0.6% +42,302 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,209 shares; 2025Q4: 366,801 shares; 2026Q1: 495,884 shares 495,884 $25M 0.59% +129,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775,096 shares; 2025Q4: 866,561 shares; 2026Q1: 1,064,646 shares 1,064,646 $24.7M 0.59% +198,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,344 shares; 2025Q4: 33,677 shares; 2026Q1: 434,984 shares 434,984 $24.7M 0.59% +401,307 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704,237 shares; 2025Q4: 786,845 shares; 2026Q1: 956,842 shares 956,842 $24.5M 0.58% +169,997 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: 28,550 shares; 2024Q4: 43,697 shares; 2025Q1: 35,709 shares; 2025Q2: 62,386 shares; 2025Q3: 173,495 shares; 2025Q4: 277,366 shares; 2026Q1: 344,818 shares 344,818 $24.1M 0.57% +67,452 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,749 shares 115,749 $23.8M 0.57% new 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: 13,117 shares; 2024Q4: 3,702 shares; 2025Q1: 11,743 shares; 2025Q2: 10,552 shares; 2025Q3: 44,334 shares; 2025Q4: 44,193 shares; 2026Q1: 186,399 shares 186,399 $23.2M 0.55% +142,206 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: 10,121 shares; 2024Q4: 14,656 shares; 2025Q1: 26,867 shares; 2025Q2: 21,917 shares; 2025Q3: 44,286 shares; 2025Q4: 63,544 shares; 2026Q1: 302,522 shares 302,522 $23.1M 0.55% +238,978 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: 18,424 shares; 2024Q4: 18,372 shares; 2025Q1: 17,156 shares; 2025Q2: 15,710 shares; 2025Q3: 42,277 shares; 2025Q4: 60,537 shares; 2026Q1: 94,655 shares 94,655 $23.1M 0.55% +34,118 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,090 shares; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524,043 shares 524,043 $22.3M 0.53% new 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: 12,818 shares; 2024Q4: 11,316 shares; 2025Q1: 12,085 shares; 2025Q2: 22,511 shares; 2025Q3: 31,576 shares; 2025Q4: 606,823 shares; 2026Q1: 960,565 shares 960,565 $22M 0.52% +353,742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 60,216 shares 60,216 $19.3M 0.46% +56,313 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: 27,038 shares; 2024Q4: 28,552 shares; 2025Q1: 27,074 shares; 2025Q2: 24,122 shares; 2025Q3: 32,774 shares; 2025Q4: 33,863 shares; 2026Q1: 87,277 shares 87,277 $19M 0.45% +53,414 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: 66,893 shares; 2024Q4: 68,946 shares; 2025Q1: 68,116 shares; 2025Q2: 64,473 shares; 2025Q3: 15,318 shares; 2025Q4: not reported; 2026Q1: 124,693 shares 124,693 $18.5M 0.44% new 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: 10,270 shares; 2024Q4: 12,924 shares; 2025Q1: 12,368 shares; 2025Q2: 14,085 shares; 2025Q3: 10,487 shares; 2025Q4: 15,897 shares; 2026Q1: 48,502 shares 48,502 $18M 0.43% +32,605 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,176 shares; 2025Q4: 186,495 shares; 2026Q1: 194,918 shares 194,918 $18M 0.43% +8,423 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: 34,233 shares; 2024Q4: 35,709 shares; 2025Q1: 37,031 shares; 2025Q2: 36,091 shares; 2025Q3: 16,190 shares; 2025Q4: 12,883 shares; 2026Q1: 52,397 shares 52,397 $17.7M 0.42% +39,514 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: 14,295 shares; 2024Q4: 25,832 shares; 2025Q1: 25,597 shares; 2025Q2: 24,698 shares; 2025Q3: 20,418 shares; 2025Q4: 13,526 shares; 2026Q1: 36,658 shares 36,658 $17.6M 0.42% +23,132 Timeline JPIE 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: 284,241 shares; 2024Q4: 306,467 shares; 2025Q1: 321,134 shares; 2025Q2: 310,331 shares; 2025Q3: 357,465 shares; 2025Q4: 7,494 shares; 2026Q1: 365,184 shares 365,184 $16.8M 0.4% +357,690 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,297 shares; 2025Q4: 101,651 shares; 2026Q1: 102,733 shares 102,733 $16.3M 0.39% +1,082 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: 197,494 shares 197,494 $15.8M 0.38% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,591 shares; 2025Q4: 41,727 shares; 2026Q1: 233,406 shares 233,406 $15.7M 0.37% +191,679 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: 379 shares; 2024Q4: 1,446 shares; 2025Q1: 1,530 shares; 2025Q2: 1,207 shares; 2025Q3: 2,302 shares; 2025Q4: 6,036 shares; 2026Q1: 15,598 shares 15,598 $15.5M 0.37% +9,562 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 33,212 shares; 2025Q4: 124,305 shares; 2026Q1: 145,549 shares 145,549 $15.4M 0.37% +21,244 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,546 shares; 2025Q1: 265,426 shares; 2025Q2: 258,036 shares; 2025Q3: 296,471 shares; 2025Q4: not reported; 2026Q1: 301,126 shares 301,126 $15.3M 0.36% 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: 10,334 shares; 2024Q4: 9,921 shares; 2025Q1: 10,253 shares; 2025Q2: 12,045 shares; 2025Q3: 8,040 shares; 2025Q4: 7,491 shares; 2026Q1: 26,324 shares 26,324 $15.2M 0.36% +18,833 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: 7,394 shares; 2024Q4: 6,712 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 28,353 shares; 2025Q4: 127,772 shares; 2026Q1: 166,167 shares 166,167 $14.4M 0.34% +38,395 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,638 shares; 2025Q4: 202,335 shares; 2026Q1: 197,836 shares 197,836 $14.2M 0.34% -4,499 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: 144,913 shares; 2024Q4: 116,786 shares; 2025Q1: 99,697 shares; 2025Q2: 93,504 shares; 2025Q3: 64,399 shares; 2025Q4: 59,674 shares; 2026Q1: 286,055 shares 286,055 $14.1M 0.34% +226,381 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: 61,113 shares; 2024Q4: 48,070 shares; 2025Q1: 59,174 shares; 2025Q2: 63,592 shares; 2025Q3: 39,722 shares; 2025Q4: 55,881 shares; 2026Q1: 116,727 shares 116,727 $14.1M 0.34% +60,846 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: 4,572 shares; 2024Q4: 5,191 shares; 2025Q1: 4,682 shares; 2025Q2: 5,452 shares; 2025Q3: 4,010 shares; 2025Q4: 4,239 shares; 2026Q1: 32,701 shares 32,701 $13.9M 0.33% +28,462 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: 163 shares; 2025Q3: not reported; 2025Q4: 1,843 shares; 2026Q1: 51,393 shares 51,393 $13.9M 0.33% +49,550 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: 11,021 shares; 2024Q4: 21,463 shares; 2025Q1: 22,197 shares; 2025Q2: 16,677 shares; 2025Q3: 59,565 shares; 2025Q4: 37,307 shares; 2026Q1: 66,779 shares 66,779 $13.8M 0.33% +29,472 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: 23,786 shares; 2024Q4: 71,348 shares; 2025Q1: 65,377 shares; 2025Q2: 57,442 shares; 2025Q3: 65,078 shares; 2025Q4: 126,376 shares; 2026Q1: 148,378 shares 148,378 $13.8M 0.33% +22,002 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 463,686 shares 463,686 $13.4M 0.32% new 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: 16,698 shares; 2024Q4: 14,994 shares; 2025Q1: 21,118 shares; 2025Q2: 24,674 shares; 2025Q3: not reported; 2025Q4: 27,324 shares; 2026Q1: 61,835 shares 61,835 $13.1M 0.31% +34,511 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443,762 shares; 2025Q4: 452,965 shares; 2026Q1: 491,220 shares 491,220 $12.9M 0.31% +38,255 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,808 shares; 2025Q4: 60,175 shares; 2026Q1: 164,836 shares 164,836 $12.9M 0.31% +104,661 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: 5,431 shares; 2024Q4: 5,960 shares; 2025Q1: 5,312 shares; 2025Q2: 5,386 shares; 2025Q3: 6,774 shares; 2025Q4: 4,759 shares; 2026Q1: 15,131 shares 15,131 $12.8M 0.3% +10,372 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: 9,797 shares; 2024Q4: 6,969 shares; 2025Q1: 6,202 shares; 2025Q2: 6,994 shares; 2025Q3: 26,176 shares; 2025Q4: 58,250 shares; 2026Q1: 77,770 shares 77,770 $12.8M 0.3% +19,520 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: 10,642 shares; 2024Q4: 13,292 shares; 2025Q1: 11,936 shares; 2025Q2: 8,694 shares; 2025Q3: 11,510 shares; 2025Q4: 13,116 shares; 2026Q1: 42,059 shares 42,059 $12.7M 0.3% +28,943 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: not reported; 2024Q4: 5,792 shares; 2025Q1: 5,634 shares; 2025Q2: 5,474 shares; 2025Q3: 11,307 shares; 2025Q4: 41,613 shares; 2026Q1: 51,988 shares 51,988 $12.5M 0.3% +10,375 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,196 shares; 2025Q4: 105,826 shares; 2026Q1: 176,787 shares 176,787 $12.4M 0.29% +70,961 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,604 shares; 2025Q4: 203,540 shares; 2026Q1: 233,638 shares 233,638 $12.2M 0.29% +30,098 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: 15,102 shares; 2024Q4: 11,451 shares; 2025Q1: 13,004 shares; 2025Q2: 9,634 shares; 2025Q3: 8,122 shares; 2025Q4: 26,844 shares; 2026Q1: 35,511 shares 35,511 $12M 0.29% +8,667 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: 34,793 shares; 2024Q4: 48,239 shares; 2025Q1: 48,159 shares; 2025Q2: 56,323 shares; 2025Q3: 42,064 shares; 2025Q4: 13,163 shares; 2026Q1: 123,815 shares 123,815 $11.9M 0.28% +110,652 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: 64,439 shares; 2024Q4: 57,112 shares; 2025Q1: 51,867 shares; 2025Q2: 47,368 shares; 2025Q3: 5,909 shares; 2025Q4: 41,345 shares; 2026Q1: 103,734 shares 103,734 $11.7M 0.28% +62,389 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: 41,855 shares; 2024Q4: 44,694 shares; 2025Q1: 44,565 shares; 2025Q2: 44,424 shares; 2025Q3: 47,378 shares; 2025Q4: 44,141 shares; 2026Q1: 78,404 shares 78,404 $11.3M 0.27% +34,263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,401 shares 102,401 $11.3M 0.27% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 201,691 shares; 2025Q4: 193,340 shares; 2026Q1: 204,119 shares 204,119 $11.3M 0.27% +10,779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 112,710 shares; 2025Q4: 112,484 shares; 2026Q1: 85,870 shares 85,870 $11.3M 0.27% -26,614 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,801 shares; 2025Q4: 263,984 shares; 2026Q1: 275,331 shares 275,331 $11.2M 0.27% +11,347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,227 shares; 2025Q4: 127,572 shares; 2026Q1: 139,661 shares 139,661 $11M 0.26% +12,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 24,070 shares; 2025Q4: 30,698 shares; 2026Q1: 56,117 shares 56,117 $10.8M 0.26% +25,419 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: 29,491 shares; 2024Q4: 30,967 shares; 2025Q1: 23,278 shares; 2025Q2: 33,204 shares; 2025Q3: 49,747 shares; 2025Q4: 108,477 shares; 2026Q1: 363,526 shares 363,526 $10.5M 0.25% +255,049 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: 111,461 shares; 2024Q4: 13,942 shares; 2025Q1: 26,867 shares; 2025Q2: 23,255 shares; 2025Q3: 43,674 shares; 2025Q4: 81,692 shares; 2026Q1: 133,940 shares 133,940 $10.4M 0.25% +52,248 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: 8,124 shares; 2024Q4: 8,246 shares; 2025Q1: 7,042 shares; 2025Q2: 4,743 shares; 2025Q3: 120,762 shares; 2025Q4: 91,951 shares; 2026Q1: 104,623 shares 104,623 $10.4M 0.25% +12,672 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: 4,121 shares; 2024Q4: 2,206 shares; 2025Q1: 2,143 shares; 2025Q2: 2,091 shares; 2025Q3: 14,246 shares; 2025Q4: 21,620 shares; 2026Q1: 47,207 shares 47,207 $10.2M 0.24% +25,587 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 3,042 shares; 2025Q1: 2,521 shares; 2025Q2: 33 shares; 2025Q3: 1,853 shares; 2025Q4: 6,672 shares; 2026Q1: 21,202 shares 21,202 $10M 0.24% +14,530 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: 20,800 shares; 2024Q4: 22,033 shares; 2025Q1: 19,917 shares; 2025Q2: 18,104 shares; 2025Q3: 28,591 shares; 2025Q4: 21,231 shares; 2026Q1: 41,297 shares 41,297 $10M 0.24% +20,066 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,410 shares; 2024Q4: 41,621 shares; 2025Q1: 38,872 shares; 2025Q2: 38,877 shares; 2025Q3: 19,327 shares; 2025Q4: 50,950 shares; 2026Q1: 102,375 shares 102,375 $9.94M 0.24% +51,425 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: 106,121 shares; 2024Q4: 84,106 shares; 2025Q1: 85,699 shares; 2025Q2: 88,100 shares; 2025Q3: not reported; 2025Q4: 75,879 shares; 2026Q1: 165,059 shares 165,059 $9.6M 0.23% +89,180 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: 27,207 shares; 2024Q4: 26,531 shares; 2025Q1: 20,573 shares; 2025Q2: 24,333 shares; 2025Q3: 32,993 shares; 2025Q4: 39,743 shares; 2026Q1: 100,537 shares 100,537 $9.55M 0.23% +60,794 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,205 shares; 2025Q2: 43,374 shares; 2025Q3: 65,192 shares; 2025Q4: 58,158 shares; 2026Q1: 103,985 shares 103,985 $9.54M 0.23% +45,827 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: 86,554 shares; 2024Q4: 114,862 shares; 2025Q1: 59,316 shares; 2025Q2: 88,876 shares; 2025Q3: 5,621 shares; 2025Q4: 56,842 shares; 2026Q1: 126,124 shares 126,124 $9.38M 0.22% +69,282 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449,405 shares; 2025Q4: 336,076 shares; 2026Q1: 187,009 shares 187,009 $9.31M 0.22% -149,067 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: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 4,032 shares; 2025Q4: 3,706 shares; 2026Q1: 9,631 shares 9,631 $9.26M 0.22% +5,925 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,145 shares; 2025Q4: 151,736 shares; 2026Q1: 214,105 shares 214,105 $9.25M 0.22% +62,369 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: 5,288 shares; 2024Q4: 5,693 shares; 2025Q1: 5,676 shares; 2025Q2: 5,298 shares; 2025Q3: 23,100 shares; 2025Q4: 20,097 shares; 2026Q1: 29,714 shares 29,714 $9.23M 0.22% +9,617 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,280 shares; 2024Q4: 13,847 shares; 2025Q1: 14,387 shares; 2025Q2: 13,637 shares; 2025Q3: 5,437 shares; 2025Q4: 38,194 shares; 2026Q1: 84,710 shares 84,710 $9.23M 0.22% +46,516 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: 27,419 shares; 2024Q4: 27,206 shares; 2025Q1: 26,603 shares; 2025Q2: 25,643 shares; 2025Q3: 8,976 shares; 2025Q4: 11,591 shares; 2026Q1: 70,783 shares 70,783 $8.96M 0.21% +59,192 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: 19,597 shares; 2024Q4: 14,498 shares; 2025Q1: 16,809 shares; 2025Q2: 19,458 shares; 2025Q3: 25,365 shares; 2025Q4: 42,913 shares; 2026Q1: 318,584 shares 318,584 $8.95M 0.21% +275,671 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: 34,206 shares; 2024Q4: 23,794 shares; 2025Q1: 26,510 shares; 2025Q2: 20,209 shares; 2025Q3: 66,405 shares; 2025Q4: 84,233 shares; 2026Q1: 122,622 shares 122,622 $8.92M 0.21% +38,389 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: 45,217 shares 45,217 $8.91M 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 11,330 shares; 2025Q4: 13,071 shares; 2026Q1: 93,249 shares 93,249 $8.9M 0.21% +80,178 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: 150,775 shares; 2024Q4: 119,275 shares; 2025Q1: 114,533 shares; 2025Q2: 133,923 shares; 2025Q3: not reported; 2025Q4: 65,235 shares; 2026Q1: 191,834 shares 191,834 $8.86M 0.21% +126,599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 24,323 shares; 2025Q4: 35,718 shares; 2026Q1: 39,393 shares 39,393 $8.56M 0.2% +3,675 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: not reported; 2025Q4: not reported; 2026Q1: 101,566 shares 101,566 $8.49M 0.2% 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: 17,590 shares; 2024Q4: 19,122 shares; 2025Q1: 20,082 shares; 2025Q2: 18,838 shares; 2025Q3: 29,311 shares; 2025Q4: 10,215 shares; 2026Q1: 51,941 shares 51,941 $8.3M 0.2% +41,726 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: 4,544 shares; 2024Q4: 4,984 shares; 2025Q1: 7,901 shares; 2025Q2: 7,808 shares; 2025Q3: 7,273 shares; 2025Q4: 5,222 shares; 2026Q1: 16,582 shares 16,582 $8.22M 0.2% +11,360 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: 3,746 shares; 2024Q4: 4,194 shares; 2025Q1: 4,731 shares; 2025Q2: 4,028 shares; 2025Q3: 7,676 shares; 2025Q4: 9,121 shares; 2026Q1: 16,211 shares 16,211 $8.1M 0.19% +7,090 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: 656 shares; 2024Q4: 2,256 shares; 2025Q1: 2,423 shares; 2025Q2: 2,795 shares; 2025Q3: 11,450 shares; 2025Q4: 26,730 shares; 2026Q1: 50,346 shares 50,346 $8.07M 0.19% +23,616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,112 shares 100,112 $8.07M 0.19% 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: 11,597 shares; 2024Q4: 11,168 shares; 2025Q1: 11,169 shares; 2025Q2: 10,955 shares; 2025Q3: 11,833 shares; 2025Q4: 9,279 shares; 2026Q1: 25,224 shares 25,224 $8.02M 0.19% +15,945 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,771 shares; 2024Q4: 20,381 shares; 2025Q1: 19,399 shares; 2025Q2: 17,735 shares; 2025Q3: 10,877 shares; 2025Q4: 21,314 shares; 2026Q1: 49,442 shares 49,442 $8M 0.19% +28,128 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 284,157 shares; 2025Q4: not reported; 2026Q1: 268,441 shares 268,441 $7.97M 0.19% new 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: 1,027 shares; 2024Q4: 1,087 shares; 2025Q1: 1,084 shares; 2025Q2: 1,061 shares; 2025Q3: 3,887 shares; 2025Q4: 4,329 shares; 2026Q1: 11,372 shares 11,372 $7.93M 0.19% +7,043 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 2,703 shares; 2025Q4: 7,056 shares; 2026Q1: 82,004 shares 82,004 $7.91M 0.19% +74,948 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: 2,393 shares; 2024Q4: 1,895 shares; 2025Q1: 2,134 shares; 2025Q2: 1,704 shares; 2025Q3: 31,187 shares; 2025Q4: 35,281 shares; 2026Q1: 40,330 shares 40,330 $7.91M 0.19% +5,049 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 988 shares; 2025Q1: 1,014 shares; 2025Q2: 1,080 shares; 2025Q3: 1,374 shares; 2025Q4: 1,039 shares; 2026Q1: 8,805 shares 8,805 $7.88M 0.19% +7,766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 8,880 shares; 2025Q4: 149,227 shares; 2026Q1: 165,640 shares 165,640 $7.78M 0.18% +16,413 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,217 shares; 2025Q1: 1,366 shares; 2025Q2: 1,428 shares; 2025Q3: 2,906 shares; 2025Q4: 7,636 shares; 2026Q1: 15,725 shares 15,725 $7.74M 0.18% +8,089 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,643 shares; 2024Q4: 17,789 shares; 2025Q1: 16,449 shares; 2025Q2: 15,491 shares; 2025Q3: 972 shares; 2025Q4: 2,096 shares; 2026Q1: 15,897 shares 15,897 $7.71M 0.18% +13,801 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,166 shares; 2024Q4: 43,232 shares; 2025Q1: 80,786 shares; 2025Q2: 81,853 shares; 2025Q3: 20,164 shares; 2025Q4: 30,228 shares; 2026Q1: 112,756 shares 112,756 $7.68M 0.18% +82,528 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: not reported; 2024Q4: not reported; 2025Q1: 9,477 shares; 2025Q2: not reported; 2025Q3: 216,768 shares; 2025Q4: 245,974 shares; 2026Q1: 252,425 shares 252,425 $7.59M 0.18% +6,451 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,826 shares; 2025Q1: 744 shares; 2025Q2: 857 shares; 2025Q3: 6,227 shares; 2025Q4: 11,172 shares; 2026Q1: 21,443 shares 21,443 $7.54M 0.18% +10,271 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: 17,877 shares; 2024Q4: 18,533 shares; 2025Q1: 13,531 shares; 2025Q2: 27,947 shares; 2025Q3: 10,731 shares; 2025Q4: 12,531 shares; 2026Q1: 44,913 shares 44,913 $7.45M 0.18% +32,382 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: 3,206 shares; 2025Q3: 129,237 shares; 2025Q4: 179,928 shares; 2026Q1: 221,742 shares 221,742 $7.44M 0.18% +41,814 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: 442 shares; 2025Q3: 15,797 shares; 2025Q4: 15,500 shares; 2026Q1: 140,420 shares 140,420 $7.28M 0.17% +124,920 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 21,155 shares; 2025Q1: 21,213 shares; 2025Q2: 16,969 shares; 2025Q3: 12,726 shares; 2025Q4: 9,641 shares; 2026Q1: 47,517 shares 47,517 $7.26M 0.17% +37,876 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: 2,953 shares; 2024Q4: 2,999 shares; 2025Q1: 1,494 shares; 2025Q2: 1,545 shares; 2025Q3: 6,751 shares; 2025Q4: 3,914 shares; 2026Q1: 20,039 shares 20,039 $7.17M 0.17% +16,125 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: 60,334 shares; 2024Q4: 57,932 shares; 2025Q1: 39,174 shares; 2025Q2: 37,823 shares; 2025Q3: 4,137 shares; 2025Q4: 4,614 shares; 2026Q1: 63,417 shares 63,417 $7.06M 0.17% +58,803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 81,271 shares; 2026Q1: 69,321 shares 69,321 $6.98M 0.17% -11,950 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: 5,959 shares; 2024Q4: 4,833 shares; 2025Q1: 5,181 shares; 2025Q2: 5,748 shares; 2025Q3: 36,133 shares; 2025Q4: 82,010 shares; 2026Q1: 142,132 shares 142,132 $6.93M 0.16% +60,122 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: 7,602 shares; 2024Q4: 20,909 shares; 2025Q1: 27,494 shares; 2025Q2: 26,025 shares; 2025Q3: 18,695 shares; 2025Q4: 21,492 shares; 2026Q1: 53,652 shares 53,652 $6.91M 0.16% +32,160 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,234 shares; 2024Q4: 34,796 shares; 2025Q1: 34,124 shares; 2025Q2: 32,534 shares; 2025Q3: 22,718 shares; 2025Q4: 23,333 shares; 2026Q1: 62,019 shares 62,019 $6.88M 0.16% +38,686 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: 2,862 shares; 2024Q4: 3,960 shares; 2025Q1: 3,910 shares; 2025Q2: 3,854 shares; 2025Q3: 581 shares; 2025Q4: 1,008 shares; 2026Q1: 5,176 shares 5,176 $6.84M 0.16% +4,168 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,441 shares; 2026Q1: 410,228 shares 410,228 $6.81M 0.16% +374,787 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 13,443 shares; 2025Q4: 12,473 shares; 2026Q1: 27,899 shares 27,899 $6.77M 0.16% +15,426 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: 16,984 shares; 2024Q4: 16,014 shares; 2025Q1: 20,406 shares; 2025Q2: 17,740 shares; 2025Q3: 24,455 shares; 2025Q4: 24,428 shares; 2026Q1: 43,519 shares 43,519 $6.76M 0.16% +19,091 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: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 8,901 shares; 2025Q4: 31,358 shares; 2026Q1: 37,027 shares 37,027 $6.75M 0.16% +5,669 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: 26,240 shares; 2024Q4: 7,114 shares; 2025Q1: 5,915 shares; 2025Q2: 5,644 shares; 2025Q3: 4,918 shares; 2025Q4: 12,661 shares; 2026Q1: 29,811 shares 29,811 $6.74M 0.16% +17,150 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: 6,287 shares; 2024Q4: 8,750 shares; 2025Q1: 6,934 shares; 2025Q2: 6,682 shares; 2025Q3: 46,745 shares; 2025Q4: 77,861 shares; 2026Q1: 130,387 shares 130,387 $6.55M 0.16% +52,526 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: 25,066 shares; 2024Q4: 24,814 shares; 2025Q1: 24,814 shares; 2025Q2: 19,256 shares; 2025Q3: 63,983 shares; 2025Q4: 86,979 shares; 2026Q1: 114,722 shares 114,722 $6.52M 0.15% +27,743 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,968 shares; 2024Q4: 54,462 shares; 2025Q1: 37,537 shares; 2025Q2: 36,958 shares; 2025Q3: 99,503 shares; 2025Q4: 148,853 shares; 2026Q1: 166,156 shares 166,156 $6.49M 0.15% +17,303 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: 6,906 shares; 2024Q4: 9,923 shares; 2025Q1: 15,291 shares; 2025Q2: 15,842 shares; 2025Q3: 32,411 shares; 2025Q4: 29,475 shares; 2026Q1: 74,439 shares 74,439 $6.48M 0.15% +44,964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 1,812 shares; 2025Q4: 5,320 shares; 2026Q1: 7,380 shares 7,380 $6.44M 0.15% +2,060 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: not reported; 2024Q4: 9,048 shares; 2025Q1: 1,558 shares; 2025Q2: 1,559 shares; 2025Q3: 8,280 shares; 2025Q4: 6,365 shares; 2026Q1: 29,984 shares 29,984 $6.41M 0.15% +23,619 Timeline VGK 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: 654 shares; 2025Q3: 21,428 shares; 2025Q4: 67,311 shares; 2026Q1: 77,021 shares 77,021 $6.35M 0.15% +9,710 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: 15,633 shares; 2024Q4: 19,112 shares; 2025Q1: 17,040 shares; 2025Q2: 11,010 shares; 2025Q3: 33,776 shares; 2025Q4: 31,184 shares; 2026Q1: 43,004 shares 43,004 $6.33M 0.15% +11,820 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: 32,982 shares; 2024Q4: 28,567 shares; 2025Q1: 33,210 shares; 2025Q2: 41,023 shares; 2025Q3: 46,301 shares; 2025Q4: 15,592 shares; 2026Q1: 79,206 shares 79,206 $6.31M 0.15% +63,614 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: 1,371 shares; 2024Q4: 5,701 shares; 2025Q1: 2,247 shares; 2025Q2: 2,643 shares; 2025Q3: 8,311 shares; 2025Q4: 16,485 shares; 2026Q1: 21,988 shares 21,988 $6.25M 0.15% +5,503 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,143 shares; 2025Q4: 31,613 shares; 2026Q1: 42,688 shares 42,688 $6.23M 0.15% +11,075 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,989 shares; 2025Q4: 138,668 shares; 2026Q1: 138,822 shares 138,822 $6.23M 0.15% +154 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188,423 shares; 2026Q1: 245,589 shares 245,589 $6.22M 0.15% +57,166 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 4,630 shares; 2025Q1: 4,161 shares; 2025Q2: 4,431 shares; 2025Q3: 8,737 shares; 2025Q4: 4,943 shares; 2026Q1: 19,944 shares 19,944 $6.03M 0.14% +15,001 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: 15,533 shares; 2024Q4: 13,736 shares; 2025Q1: 13,526 shares; 2025Q2: 15,833 shares; 2025Q3: 27,039 shares; 2025Q4: 38,294 shares; 2026Q1: 97,642 shares 97,642 $5.98M 0.14% +59,348 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,842 shares; 2025Q4: 65,930 shares; 2026Q1: 79,904 shares 79,904 $5.96M 0.14% +13,974 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: 84,504 shares; 2024Q4: 64,980 shares; 2025Q1: 46,427 shares; 2025Q2: 43,639 shares; 2025Q3: 8,991 shares; 2025Q4: 7,618 shares; 2026Q1: 51,728 shares 51,728 $5.87M 0.14% +44,110 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,188 shares; 2025Q4: 202,791 shares; 2026Q1: 114,522 shares 114,522 $5.8M 0.14% -88,269 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: 17,423 shares; 2024Q4: 19,006 shares; 2025Q1: 19,840 shares; 2025Q2: 23,620 shares; 2025Q3: 21,226 shares; 2025Q4: 2,619 shares; 2026Q1: 17,559 shares 17,559 $5.77M 0.14% +14,940 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: 6,259 shares; 2024Q4: 9,871 shares; 2025Q1: 18,060 shares; 2025Q2: 16,888 shares; 2025Q3: 19,584 shares; 2025Q4: 20,920 shares; 2026Q1: 43,252 shares 43,252 $5.71M 0.14% +22,332 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: 4,855 shares; 2024Q4: 7,094 shares; 2025Q1: 7,341 shares; 2025Q2: 8,960 shares; 2025Q3: 10,637 shares; 2025Q4: 8,389 shares; 2026Q1: 24,146 shares 24,146 $5.71M 0.14% +15,757 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 23,551 shares; 2025Q1: 23,199 shares; 2025Q2: 24,805 shares; 2025Q3: 26,010 shares; 2025Q4: 4,432 shares; 2026Q1: 32,836 shares 32,836 $5.7M 0.14% +28,404 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: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 1,510 shares; 2025Q4: 4,664 shares; 2026Q1: 26,095 shares 26,095 $5.65M 0.13% +21,431 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 3,961 shares; 2025Q4: 1,477 shares; 2026Q1: 28,217 shares 28,217 $5.58M 0.13% +26,740 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: not reported; 2025Q1: 2,447 shares; 2025Q2: 4,091 shares; 2025Q3: not reported; 2025Q4: 1,241 shares; 2026Q1: 26,990 shares 26,990 $5.57M 0.13% +25,749 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: 442 shares; 2025Q3: 5,462 shares; 2025Q4: 15,264 shares; 2026Q1: 19,579 shares 19,579 $5.41M 0.13% +4,315 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,421 shares; 2025Q1: 1,982 shares; 2025Q2: 2,482 shares; 2025Q3: 3,256 shares; 2025Q4: 3,064 shares; 2026Q1: 23,486 shares 23,486 $5.41M 0.13% +20,422 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly 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: 375,720 shares; 2025Q4: 367,557 shares; 2026Q1: 367,179 shares 367,179 $5.31M 0.13% -378 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: 157,443 shares 157,443 $5.27M 0.13% new 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: 7,936 shares; 2024Q4: 7,090 shares; 2025Q1: 7,233 shares; 2025Q2: 5,965 shares; 2025Q3: 16,789 shares; 2025Q4: 18,815 shares; 2026Q1: 25,496 shares 25,496 $5.21M 0.12% +6,681 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 51,778 shares; 2026Q1: 61,537 shares 61,537 $5.2M 0.12% +9,759 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: not reported; 2024Q4: 10,079 shares; 2025Q1: 14,479 shares; 2025Q2: 14,664 shares; 2025Q3: 20,244 shares; 2025Q4: 44,060 shares; 2026Q1: 72,152 shares 72,152 $5.19M 0.12% +28,092 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,129 shares 161,129 $5.18M 0.12% 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: 6,230 shares; 2025Q1: 10,923 shares; 2025Q2: 11,518 shares; 2025Q3: 19,110 shares; 2025Q4: 54,421 shares; 2026Q1: 58,696 shares 58,696 $5.17M 0.12% +4,275 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 12,671 shares; 2025Q4: 4,466 shares; 2026Q1: 39,052 shares 39,052 $5.13M 0.12% +34,586 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: 23,653 shares; 2024Q4: 24,915 shares; 2025Q1: 22,511 shares; 2025Q2: 18,158 shares; 2025Q3: 20,631 shares; 2025Q4: 27,189 shares; 2026Q1: 49,215 shares 49,215 $5.05M 0.12% +22,026 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: 15,169 shares; 2024Q4: 14,016 shares; 2025Q1: 13,528 shares; 2025Q2: 13,702 shares; 2025Q3: 3,089 shares; 2025Q4: 4,837 shares; 2026Q1: 24,058 shares 24,058 $5.05M 0.12% +19,221 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,794 shares; 2024Q4: 14,187 shares; 2025Q1: 11,156 shares; 2025Q2: 11,048 shares; 2025Q3: 18,016 shares; 2025Q4: 15,103 shares; 2026Q1: 80,011 shares 80,011 $5.02M 0.12% +64,908 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,986 shares 31,986 $4.96M 0.12% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,441 shares; 2025Q1: 2,351 shares; 2025Q2: 2,401 shares; 2025Q3: 7,911 shares; 2025Q4: 9,003 shares; 2026Q1: 14,397 shares 14,397 $4.94M 0.12% +5,394 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP 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: 5,812 shares; 2025Q3: 6,521 shares; 2025Q4: 7,111 shares; 2026Q1: 43,744 shares 43,744 $4.92M 0.12% +36,633 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: 3,456 shares; 2024Q4: 15,049 shares; 2025Q1: 20,169 shares; 2025Q2: 20,464 shares; 2025Q3: 4,583 shares; 2025Q4: 6,634 shares; 2026Q1: 14,207 shares 14,207 $4.86M 0.12% +7,573 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,158 shares; 2024Q4: 27,445 shares; 2025Q1: 25,188 shares; 2025Q2: 23,562 shares; 2025Q3: 19,623 shares; 2025Q4: 4,360 shares; 2026Q1: 33,056 shares 33,056 $4.85M 0.12% +28,696 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES 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: 344,796 shares 344,796 $4.8M 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 1,073 shares; 2025Q4: 1,195 shares; 2026Q1: 8,820 shares 8,820 $4.75M 0.11% +7,625 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: 31,299 shares; 2025Q3: not reported; 2025Q4: 64,867 shares; 2026Q1: 143,660 shares 143,660 $4.73M 0.11% +78,793 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: 18,190 shares; 2024Q4: 15,946 shares; 2025Q1: 3,552 shares; 2025Q2: 3,065 shares; 2025Q3: 5,879 shares; 2025Q4: 12,069 shares; 2026Q1: 25,285 shares 25,285 $4.72M 0.11% +13,216 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: not reported; 2024Q4: 1,933 shares; 2025Q1: 1,739 shares; 2025Q2: 1,723 shares; 2025Q3: 1,752 shares; 2025Q4: 3,839 shares; 2026Q1: 6,570 shares 6,570 $4.65M 0.11% +2,731 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,783 shares; 2025Q1: 15,367 shares; 2025Q2: 35,620 shares; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 44,546 shares 44,546 $4.62M 0.11% +41,798 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 14,056 shares; 2025Q1: 19,244 shares; 2025Q2: 20,268 shares; 2025Q3: 1,228 shares; 2025Q4: not reported; 2026Q1: 23,454 shares 23,454 $4.62M 0.11% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,539 shares; 2025Q1: 4,496 shares; 2025Q2: 4,316 shares; 2025Q3: 874 shares; 2025Q4: 2,945 shares; 2026Q1: 14,641 shares 14,641 $4.6M 0.11% +11,696 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,632 shares; 2025Q2: 49,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,978 shares 50,978 $4.59M 0.11% 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: 55,162 shares; 2024Q4: 71,758 shares; 2025Q1: 52,619 shares; 2025Q2: 54,517 shares; 2025Q3: 55,277 shares; 2025Q4: 4,118 shares; 2026Q1: 65,276 shares 65,276 $4.58M 0.11% +61,158 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: 6,773 shares; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,005 shares; 2025Q3: 5,217 shares; 2025Q4: 8,344 shares; 2026Q1: 22,274 shares 22,274 $4.53M 0.11% +13,930 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: 12,784 shares; 2024Q4: 20,850 shares; 2025Q1: 21,823 shares; 2025Q2: 19,146 shares; 2025Q3: 5,480 shares; 2025Q4: 10,110 shares; 2026Q1: 16,731 shares 16,731 $4.53M 0.11% +6,621 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 9,031 shares; 2025Q1: 9,024 shares; 2025Q2: 8,473 shares; 2025Q3: 12,976 shares; 2025Q4: 11,401 shares; 2026Q1: 30,705 shares 30,705 $4.46M 0.11% +19,304 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: 24,461 shares; 2024Q4: 24,629 shares; 2025Q1: 18,760 shares; 2025Q2: 6,986 shares; 2025Q3: 374,236 shares; 2025Q4: 451,650 shares; 2026Q1: 487,953 shares 487,953 $4.46M 0.11% +36,303 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,774 shares; 2024Q4: 68,818 shares; 2025Q1: 65,547 shares; 2025Q2: 80,857 shares; 2025Q3: 58,940 shares; 2025Q4: not reported; 2026Q1: 64,159 shares 64,159 $4.34M 0.1% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,814 shares; 2025Q3: 8,276 shares; 2025Q4: 6,416 shares; 2026Q1: 36,358 shares 36,358 $4.31M 0.1% +29,942 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: 19,310 shares; 2024Q4: 11,685 shares; 2025Q1: 12,750 shares; 2025Q2: 11,509 shares; 2025Q3: 1,346 shares; 2025Q4: 2,505 shares; 2026Q1: 10,740 shares 10,740 $4.27M 0.1% +8,235 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 63,786 shares; 2025Q4: 81,952 shares; 2026Q1: 93,046 shares 93,046 $4.26M 0.1% +11,094 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 25,816 shares; 2025Q1: 29,192 shares; 2025Q2: 33,864 shares; 2025Q3: 3,641 shares; 2025Q4: 4,017 shares; 2026Q1: 35,127 shares 35,127 $4.26M 0.1% +31,110 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: not reported; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 4,309 shares; 2025Q4: 5,935 shares; 2026Q1: 28,758 shares 28,758 $4.21M 0.1% +22,823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 791 shares; 2025Q4: 9,374 shares; 2026Q1: 15,883 shares 15,883 $4.16M 0.1% +6,509 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,957 shares; 2024Q4: 30,127 shares; 2025Q1: 43,609 shares; 2025Q2: 44,416 shares; 2025Q3: 12,411 shares; 2025Q4: 11,759 shares; 2026Q1: 78,190 shares 78,190 $4.14M 0.1% +66,431 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: 63,351 shares; 2025Q3: not reported; 2025Q4: 45,501 shares; 2026Q1: 114,040 shares 114,040 $4.13M 0.1% +68,539 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: 16,402 shares; 2024Q4: 12,997 shares; 2025Q1: 14,850 shares; 2025Q2: 15,475 shares; 2025Q3: 6,244 shares; 2025Q4: 5,079 shares; 2026Q1: 20,801 shares 20,801 $4.12M 0.1% +15,722 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,525 shares; 2025Q3: 75,336 shares; 2025Q4: 143,899 shares; 2026Q1: 168,919 shares 168,919 $4.1M 0.1% +25,020 Timeline PZA 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: 58,264 shares; 2025Q4: 57,340 shares; 2026Q1: 178,527 shares 178,527 $4.1M 0.1% +121,187 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: 1,054 shares; 2025Q3: 1,371 shares; 2025Q4: 1,176 shares; 2026Q1: 10,394 shares 10,394 $4.07M 0.1% +9,218 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,676 shares; 2025Q1: 4,355 shares; 2025Q2: 6,122 shares; 2025Q3: 34,767 shares; 2025Q4: 33,005 shares; 2026Q1: 50,966 shares 50,966 $4.07M 0.1% +17,961 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: 2,925 shares; 2025Q2: 3,275 shares; 2025Q3: 5,183 shares; 2025Q4: 8,352 shares; 2026Q1: 19,288 shares 19,288 $4.02M 0.1% +10,936 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: 1,890 shares; 2024Q4: 1,877 shares; 2025Q1: 1,664 shares; 2025Q2: 1,695 shares; 2025Q3: 1,656 shares; 2025Q4: 1,232 shares; 2026Q1: 2,713 shares 2,713 $4M 0.09% +1,481 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: 24,019 shares; 2024Q4: 24,036 shares; 2025Q1: 1,130 shares; 2025Q2: 1,116 shares; 2025Q3: 3,248 shares; 2025Q4: 2,649 shares; 2026Q1: 20,150 shares 20,150 $3.99M 0.09% +17,501 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: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,976 shares 38,976 $3.99M 0.09% new 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: 177 shares; 2025Q3: not reported; 2025Q4: 147,351 shares; 2026Q1: 158,214 shares 158,214 $3.97M 0.09% +10,863 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: 9,711 shares; 2025Q2: 17,464 shares; 2025Q3: 19,868 shares; 2025Q4: 40,969 shares; 2026Q1: 39,335 shares 39,335 $3.96M 0.09% -1,634 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,563 shares; 2024Q4: 28,677 shares; 2025Q1: 37,167 shares; 2025Q2: 34,790 shares; 2025Q3: 1,546 shares; 2025Q4: 1,938 shares; 2026Q1: 47,264 shares 47,264 $3.91M 0.09% +45,326 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: 24,643 shares; 2024Q4: 28,797 shares; 2025Q1: 35,243 shares; 2025Q2: 33,526 shares; 2025Q3: 17,118 shares; 2025Q4: 13,517 shares; 2026Q1: 41,428 shares 41,428 $3.89M 0.09% +27,911 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,382 shares; 2025Q3: 19,865 shares; 2025Q4: 12,003 shares; 2026Q1: 29,330 shares 29,330 $3.88M 0.09% +17,327 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 3,538 shares; 2025Q1: 3,140 shares; 2025Q2: 2,973 shares; 2025Q3: 2,052 shares; 2025Q4: 1,173 shares; 2026Q1: 9,093 shares 9,093 $3.87M 0.09% +7,920 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: 12,860 shares; 2024Q4: 11,218 shares; 2025Q1: 10,856 shares; 2025Q2: 14,153 shares; 2025Q3: 25,672 shares; 2025Q4: 63,106 shares; 2026Q1: 87,558 shares 87,558 $3.86M 0.09% +24,452 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 52,968 shares; 2025Q4: 66,251 shares; 2026Q1: 72,552 shares 72,552 $3.82M 0.09% +6,301 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,819 shares; 2025Q4: 207,325 shares; 2026Q1: 213,218 shares 213,218 $3.78M 0.09% +5,893 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: 458 shares; 2024Q4: 484 shares; 2025Q1: 562 shares; 2025Q2: 1,791 shares; 2025Q3: 2,018 shares; 2025Q4: 2,879 shares; 2026Q1: 8,180 shares 8,180 $3.77M 0.09% +5,301 Timeline VONV 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: 11,167 shares; 2025Q4: not reported; 2026Q1: 40,181 shares 40,181 $3.77M 0.09% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 3,373 shares; 2025Q1: 3,387 shares; 2025Q2: 3,444 shares; 2025Q3: 2,245 shares; 2025Q4: 5,615 shares; 2026Q1: 8,448 shares 8,448 $3.75M 0.09% +2,833 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: 3,250 shares; 2024Q4: 3,885 shares; 2025Q1: 5,558 shares; 2025Q2: 4,505 shares; 2025Q3: 9,381 shares; 2025Q4: 11,839 shares; 2026Q1: 18,746 shares 18,746 $3.73M 0.09% +6,907 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: 9,723 shares; 2024Q4: 6,393 shares; 2025Q1: 5,543 shares; 2025Q2: 5,511 shares; 2025Q3: 13,689 shares; 2025Q4: 19,729 shares; 2026Q1: 41,239 shares 41,239 $3.69M 0.09% +21,510 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: 19,343 shares; 2024Q4: 16,457 shares; 2025Q1: 16,715 shares; 2025Q2: 18,891 shares; 2025Q3: 11,938 shares; 2025Q4: 32,430 shares; 2026Q1: 61,899 shares 61,899 $3.64M 0.09% +29,469 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: 10,088 shares; 2024Q4: 10,144 shares; 2025Q1: 10,414 shares; 2025Q2: 9,714 shares; 2025Q3: 8,175 shares; 2025Q4: 1,482 shares; 2026Q1: 12,272 shares 12,272 $3.62M 0.09% +10,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 36,695 shares 36,695 $3.61M 0.09% +33,120 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: not reported; 2025Q1: 46,621 shares; 2025Q2: 1,722 shares; 2025Q3: 9,931 shares; 2025Q4: 12,838 shares; 2026Q1: 16,739 shares 16,739 $3.58M 0.09% +3,901 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,851 shares; 2024Q4: 11,323 shares; 2025Q1: 11,028 shares; 2025Q2: 12,335 shares; 2025Q3: 6,005 shares; 2025Q4: 13,516 shares; 2026Q1: 38,488 shares 38,488 $3.58M 0.09% +24,972 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 537 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares 541 $3.57M 0.08% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 3,820 shares; 2026Q1: 32,473 shares 32,473 $3.56M 0.08% +28,653 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,196 shares; 2025Q4: 10,961 shares; 2026Q1: 18,574 shares 18,574 $3.56M 0.08% +7,613 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly 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: 164,532 shares; 2025Q4: 189,600 shares; 2026Q1: 188,248 shares 188,248 $3.54M 0.08% -1,352 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,140 shares; 2024Q4: 58,631 shares; 2025Q1: 52,682 shares; 2025Q2: 51,739 shares; 2025Q3: 4,287 shares; 2025Q4: 4,695 shares; 2026Q1: 55,100 shares 55,100 $3.53M 0.08% +50,405 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 5,332 shares; 2025Q3: 13,054 shares; 2025Q4: 13,661 shares; 2026Q1: 25,688 shares 25,688 $3.52M 0.08% +12,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 2,227 shares; 2025Q4: 5,368 shares; 2026Q1: 25,126 shares 25,126 $3.5M 0.08% +19,758 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,670 shares 72,670 $3.5M 0.08% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 227 shares; 2025Q3: 2,562 shares; 2025Q4: 2,556 shares; 2026Q1: 11,457 shares 11,457 $3.48M 0.08% +8,901 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: 5,517 shares; 2025Q1: 6,812 shares; 2025Q2: 7,044 shares; 2025Q3: 4,851 shares; 2025Q4: 4,330 shares; 2026Q1: 21,177 shares 21,177 $3.48M 0.08% +16,847 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: 11,339 shares; 2024Q4: 9,450 shares; 2025Q1: 9,252 shares; 2025Q2: 9,229 shares; 2025Q3: 1,661 shares; 2025Q4: 1,800 shares; 2026Q1: 10,724 shares 10,724 $3.46M 0.08% +8,924 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 24,340 shares; 2025Q4: 25,095 shares; 2026Q1: 26,072 shares 26,072 $3.42M 0.08% +977 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: 9,994 shares; 2024Q4: 10,802 shares; 2025Q1: 13,098 shares; 2025Q2: 16,044 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,726 shares 22,726 $3.42M 0.08% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,325 shares 181,325 $3.41M 0.08% new 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: 10,298 shares; 2024Q4: 8,059 shares; 2025Q1: 14,360 shares; 2025Q2: 13,907 shares; 2025Q3: 20,262 shares; 2025Q4: 42,251 shares; 2026Q1: 74,084 shares 74,084 $3.4M 0.08% +31,833 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: not reported; 2025Q2: not reported; 2025Q3: 612,351 shares; 2025Q4: 452,712 shares; 2026Q1: 293,967 shares 293,967 $3.36M 0.08% -158,745 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: 9,001 shares; 2024Q4: 9,059 shares; 2025Q1: 8,775 shares; 2025Q2: 10,153 shares; 2025Q3: 3,083 shares; 2025Q4: 2,828 shares; 2026Q1: 31,781 shares 31,781 $3.35M 0.08% +28,953 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,831 shares; 2025Q4: 61,854 shares; 2026Q1: 80,303 shares 80,303 $3.32M 0.08% +18,449 Timeline RWL 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: 32,097 shares; 2025Q4: 29,368 shares; 2026Q1: 28,857 shares 28,857 $3.32M 0.08% -511 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,879 shares; 2024Q4: 19,719 shares; 2025Q1: 19,506 shares; 2025Q2: 19,070 shares; 2025Q3: 3,648 shares; 2025Q4: 2,102 shares; 2026Q1: 11,546 shares 11,546 $3.31M 0.08% +9,444 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 51,514 shares; 2025Q4: 45,275 shares; 2026Q1: 44,387 shares 44,387 $3.31M 0.08% -888 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,338 shares; 2025Q4: 298,241 shares; 2026Q1: 303,022 shares 303,022 $3.24M 0.08% +4,781 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,552 shares 31,552 $3.23M 0.08% new 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: 2,172 shares; 2024Q4: 2,123 shares; 2025Q1: 1,982 shares; 2025Q2: 2,182 shares; 2025Q3: 1,059 shares; 2025Q4: 1,020 shares; 2026Q1: 7,379 shares 7,379 $3.21M 0.08% +6,359 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,881 shares; 2025Q4: 71,041 shares; 2026Q1: 68,061 shares 68,061 $3.2M 0.08% -2,980 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,541 shares; 2025Q1: 2,322 shares; 2025Q2: 5,534 shares; 2025Q3: 3,877 shares; 2025Q4: 3,771 shares; 2026Q1: 13,927 shares 13,927 $3.2M 0.08% +10,156 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 5,287 shares; 2025Q1: 5,297 shares; 2025Q2: 5,290 shares; 2025Q3: 2,361 shares; 2025Q4: 1,701 shares; 2026Q1: 8,118 shares 8,118 $3.17M 0.08% +6,417 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,850 shares; 2025Q1: 17,150 shares; 2025Q2: 12,600 shares; 2025Q3: 17,292 shares; 2025Q4: 65,097 shares; 2026Q1: 104,283 shares 104,283 $3.16M 0.08% +39,186 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: 96,522 shares 96,522 $3.16M 0.08% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,322 shares; 2025Q4: 57,125 shares; 2026Q1: 57,836 shares 57,836 $3.15M 0.08% +711 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 11,990 shares; 2025Q1: 5,758 shares; 2025Q2: 10,191 shares; 2025Q3: 2,131 shares; 2025Q4: 2,727 shares; 2026Q1: 13,485 shares 13,485 $3.15M 0.07% +10,758 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: 3,385 shares; 2024Q4: 5,668 shares; 2025Q1: 5,358 shares; 2025Q2: 3,972 shares; 2025Q3: 6,720 shares; 2025Q4: 3,714 shares; 2026Q1: 23,798 shares 23,798 $3.12M 0.07% +20,084 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: 12,732 shares; 2025Q4: 12,720 shares; 2026Q1: 12,633 shares 12,633 $3.1M 0.07% -87 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,618 shares; 2025Q4: 102,495 shares; 2026Q1: 117,744 shares 117,744 $3.08M 0.07% +15,249 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,758 shares; 2025Q1: 1,747 shares; 2025Q2: 1,568 shares; 2025Q3: 817 shares; 2025Q4: 1,054 shares; 2026Q1: 3,550 shares 3,550 $3.07M 0.07% +2,496 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: 12,074 shares; 2024Q4: 19,617 shares; 2025Q1: 19,230 shares; 2025Q2: 19,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,405 shares 21,405 $3.05M 0.07% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,075 shares; 2024Q4: 147,542 shares; 2025Q1: 153,851 shares; 2025Q2: 167,190 shares; 2025Q3: 171,516 shares; 2025Q4: not reported; 2026Q1: 206,303 shares 206,303 $3.05M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 9,862 shares; 2025Q4: 24,123 shares; 2026Q1: 73,907 shares 73,907 $3.03M 0.07% +49,784 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: 73,856 shares 73,856 $3.03M 0.07% 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: 1,590 shares; 2024Q4: 2,763 shares; 2025Q1: 1,894 shares; 2025Q2: 3,104 shares; 2025Q3: 2,422 shares; 2025Q4: 1,949 shares; 2026Q1: 5,336 shares 5,336 $3.01M 0.07% +3,387 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,624 shares; 2025Q4: 33,694 shares; 2026Q1: 32,352 shares 32,352 $3M 0.07% -1,342 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,207 shares; 2024Q4: 28,689 shares; 2025Q1: 25,718 shares; 2025Q2: 25,431 shares; 2025Q3: 2,165 shares; 2025Q4: not reported; 2026Q1: 27,695 shares 27,695 $2.96M 0.07% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 58,608 shares 58,608 $2.96M 0.07% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 4,910 shares; 2025Q1: 4,829 shares; 2025Q2: 12,860 shares; 2025Q3: 8,688 shares; 2025Q4: 14,699 shares; 2026Q1: 26,946 shares 26,946 $2.96M 0.07% +12,247 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,808 shares; 2024Q4: 12,388 shares; 2025Q1: 12,162 shares; 2025Q2: 12,054 shares; 2025Q3: 1,192 shares; 2025Q4: 904 shares; 2026Q1: 9,022 shares 9,022 $2.95M 0.07% +8,118 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: 6,088 shares; 2024Q4: 5,217 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 49,275 shares; 2025Q4: 52,564 shares; 2026Q1: 58,271 shares 58,271 $2.94M 0.07% +5,707 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,586 shares; 2024Q4: 29,482 shares; 2025Q1: 28,252 shares; 2025Q2: 47,036 shares; 2025Q3: 16,020 shares; 2025Q4: 40,364 shares; 2026Q1: 112,727 shares 112,727 $2.94M 0.07% +72,363 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: 30,528 shares; 2024Q4: 28,068 shares; 2025Q1: 26,684 shares; 2025Q2: 7,611 shares; 2025Q3: 14,230 shares; 2025Q4: 26,823 shares; 2026Q1: 43,819 shares 43,819 $2.93M 0.07% +16,996 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly 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: 277,023 shares; 2025Q4: 253,401 shares; 2026Q1: 262,620 shares 262,620 $2.93M 0.07% +9,219 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,885 shares; 2024Q4: 21,708 shares; 2025Q1: 21,097 shares; 2025Q2: 20,555 shares; 2025Q3: not reported; 2025Q4: 17,447 shares; 2026Q1: 37,162 shares 37,162 $2.92M 0.07% +19,715 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 9,609 shares 9,609 $2.9M 0.07% +8,760 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 5,605 shares; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,105 shares; 2025Q4: 4,590 shares; 2026Q1: 9,060 shares 9,060 $2.9M 0.07% +4,470 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: not reported; 2025Q1: 6,839 shares; 2025Q2: 7,539 shares; 2025Q3: 6,805 shares; 2025Q4: 6,536 shares; 2026Q1: 23,634 shares 23,634 $2.9M 0.07% +17,098 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 762 shares; 2025Q4: 1,526 shares; 2026Q1: 4,870 shares 4,870 $2.87M 0.07% +3,344 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,241 shares; 2025Q1: 4,241 shares; 2025Q2: 4,199 shares; 2025Q3: 5,688 shares; 2025Q4: 14,007 shares; 2026Q1: 25,942 shares 25,942 $2.86M 0.07% +11,935 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,393 shares 44,393 $2.85M 0.07% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,184 shares; 2025Q4: 38,613 shares; 2026Q1: 61,853 shares 61,853 $2.83M 0.07% +23,240 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 4,966 shares; 2025Q1: 5,688 shares; 2025Q2: 5,883 shares; 2025Q3: not reported; 2025Q4: 5,963 shares; 2026Q1: 14,461 shares 14,461 $2.83M 0.07% +8,498 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,209 shares; 2024Q4: 20,624 shares; 2025Q1: 20,210 shares; 2025Q2: 19,365 shares; 2025Q3: 17,416 shares; 2025Q4: 16,703 shares; 2026Q1: 34,449 shares 34,449 $2.82M 0.07% +17,746 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 432 shares; 2025Q1: 419 shares; 2025Q2: 426 shares; 2025Q3: 77 shares; 2025Q4: 143 shares; 2026Q1: 670 shares 670 $2.82M 0.07% +527 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: 12,957 shares; 2024Q4: 11,012 shares; 2025Q1: 10,282 shares; 2025Q2: 10,537 shares; 2025Q3: 44,508 shares; 2025Q4: 61,532 shares; 2026Q1: 70,172 shares 70,172 $2.82M 0.07% +8,640 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 961 shares; 2025Q1: 999 shares; 2025Q2: 977 shares; 2025Q3: 104 shares; 2025Q4: 267 shares; 2026Q1: 1,626 shares 1,626 $2.81M 0.07% +1,359 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,102 shares; 2024Q4: 18,687 shares; 2025Q1: 8,709 shares; 2025Q2: 9,622 shares; 2025Q3: 10,434 shares; 2025Q4: 13,339 shares; 2026Q1: 19,243 shares 19,243 $2.79M 0.07% +5,904 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 9,104 shares; 2025Q1: 14,806 shares; 2025Q2: 14,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,187 shares 16,187 $2.79M 0.07% new 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: 5,310 shares; 2024Q4: 16,367 shares; 2025Q1: 14,871 shares; 2025Q2: 18,368 shares; 2025Q3: 8,004 shares; 2025Q4: 3,603 shares; 2026Q1: 16,201 shares 16,201 $2.77M 0.07% +12,598 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: not reported; 2026Q1: 54,447 shares 54,447 $2.77M 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 3,131 shares; 2025Q3: 7,275 shares; 2025Q4: 30,837 shares; 2026Q1: 59,573 shares 59,573 $2.74M 0.07% +28,736 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,635 shares 58,635 $2.73M 0.06% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 8,184 shares; 2025Q4: 6,899 shares; 2026Q1: 45,760 shares 45,760 $2.72M 0.06% +38,861 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: 4,751 shares; 2024Q4: 4,052 shares; 2025Q1: 2,314 shares; 2025Q2: 2,255 shares; 2025Q3: 11,231 shares; 2025Q4: 10,598 shares; 2026Q1: 14,846 shares 14,846 $2.7M 0.06% +4,248 Timeline EMB 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: 6,772 shares; 2024Q4: 6,373 shares; 2025Q1: 6,272 shares; 2025Q2: 7,467 shares; 2025Q3: 11,323 shares; 2025Q4: 26,077 shares; 2026Q1: 28,624 shares 28,624 $2.69M 0.06% +2,547 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: 6,825 shares; 2025Q1: 29,529 shares; 2025Q2: 30,757 shares; 2025Q3: not reported; 2025Q4: 7,056 shares; 2026Q1: 69,337 shares 69,337 $2.66M 0.06% +62,281 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,533 shares; 2025Q1: 4,225 shares; 2025Q2: 4,459 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,320 shares 13,320 $2.65M 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,202 shares; 2025Q4: 110,198 shares; 2026Q1: 107,885 shares 107,885 $2.64M 0.06% -2,313 Timeline SPYX 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: 49,590 shares 49,590 $2.63M 0.06% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 51,982 shares; 2025Q4: 53,503 shares; 2026Q1: 54,305 shares 54,305 $2.63M 0.06% +802 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 117 shares; 2025Q3: not reported; 2025Q4: 29,790 shares; 2026Q1: 141,882 shares 141,882 $2.63M 0.06% +112,092 Timeline GBND 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: 35,333 shares; 2026Q1: 51,840 shares 51,840 $2.62M 0.06% +16,507 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: 8,873 shares; 2024Q4: 14,477 shares; 2025Q1: 6,881 shares; 2025Q2: 7,789 shares; 2025Q3: 7,616 shares; 2025Q4: 12,971 shares; 2026Q1: 24,652 shares 24,652 $2.62M 0.06% +11,681 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,170 shares; 2025Q1: 16,261 shares; 2025Q2: 16,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,601 shares 14,601 $2.61M 0.06% new 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: 13,858 shares; 2026Q1: 28,487 shares 28,487 $2.6M 0.06% +14,629 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 6,872 shares; 2025Q1: 6,494 shares; 2025Q2: 6,219 shares; 2025Q3: 6,791 shares; 2025Q4: 42,271 shares; 2026Q1: 51,876 shares 51,876 $2.59M 0.06% +9,605 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 9,928 shares; 2025Q1: 7,230 shares; 2025Q2: 5,033 shares; 2025Q3: 27,577 shares; 2025Q4: 38,731 shares; 2026Q1: 44,971 shares 44,971 $2.59M 0.06% +6,240 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: 973 shares; 2024Q4: 946 shares; 2025Q1: 701 shares; 2025Q2: 676 shares; 2025Q3: 2,183 shares; 2025Q4: 3,293 shares; 2026Q1: 5,957 shares 5,957 $2.58M 0.06% +2,664 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: 1,712 shares; 2024Q4: 1,670 shares; 2025Q1: 2,220 shares; 2025Q2: 2,781 shares; 2025Q3: 398 shares; 2025Q4: 559 shares; 2026Q1: 3,468 shares 3,468 $2.53M 0.06% +2,909 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,106 shares; 2025Q4: 37,274 shares; 2026Q1: 58,520 shares 58,520 $2.52M 0.06% +21,246 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: not reported; 2024Q4: 2,703 shares; 2025Q1: 2,942 shares; 2025Q2: 8,092 shares; 2025Q3: 7,395 shares; 2025Q4: 8,204 shares; 2026Q1: 21,018 shares 21,018 $2.49M 0.06% +12,814 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,849 shares; 2025Q1: 5,108 shares; 2025Q2: not reported; 2025Q3: 20,974 shares; 2025Q4: 21,274 shares; 2026Q1: 24,666 shares 24,666 $2.47M 0.06% +3,392 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: 7,025 shares; 2025Q1: 7,035 shares; 2025Q2: 7,044 shares; 2025Q3: 8,786 shares; 2025Q4: not reported; 2026Q1: 22,488 shares 22,488 $2.47M 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 3,037 shares; 2025Q4: 3,396 shares; 2026Q1: 6,905 shares 6,905 $2.47M 0.06% +3,509 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,996 shares; 2024Q4: 44,750 shares; 2025Q1: 39,725 shares; 2025Q2: 37,995 shares; 2025Q3: not reported; 2025Q4: 14,191 shares; 2026Q1: 50,089 shares 50,089 $2.45M 0.06% +35,898 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,296 shares; 2025Q4: 247,477 shares; 2026Q1: 219,535 shares 219,535 $2.42M 0.06% -27,942 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 323 shares; 2025Q3: 4,275 shares; 2025Q4: 9,896 shares; 2026Q1: 11,514 shares 11,514 $2.41M 0.06% +1,618 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,529 shares; 2025Q1: 11,810 shares; 2025Q2: 16,493 shares; 2025Q3: 30,292 shares; 2025Q4: 23,374 shares; 2026Q1: 41,526 shares 41,526 $2.41M 0.06% +18,152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 11,797 shares; 2025Q4: 9,520 shares; 2026Q1: 12,168 shares 12,168 $2.36M 0.06% +2,648 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 7,351 shares; 2025Q1: 6,866 shares; 2025Q2: 8,854 shares; 2025Q3: 781 shares; 2025Q4: 745 shares; 2026Q1: 3,418 shares 3,418 $2.33M 0.06% +2,673 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: 12,739 shares; 2026Q1: 40,705 shares 40,705 $2.33M 0.06% +27,966 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,726 shares; 2025Q4: 28,519 shares; 2026Q1: 46,441 shares 46,441 $2.29M 0.05% +17,922 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: 11,564 shares; 2024Q4: 11,957 shares; 2025Q1: 12,455 shares; 2025Q2: 12,783 shares; 2025Q3: 12,486 shares; 2025Q4: 7,569 shares; 2026Q1: 17,465 shares 17,465 $2.29M 0.05% +9,896 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,846 shares 45,846 $2.28M 0.05% new 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: 1,058 shares; 2024Q4: 1,813 shares; 2025Q1: 2,430 shares; 2025Q2: 2,416 shares; 2025Q3: 3,434 shares; 2025Q4: 1,006 shares; 2026Q1: 3,737 shares 3,737 $2.26M 0.05% +2,731 Timeline QXO QXO INC More: the full row for QXO 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: 114,019 shares 114,019 $2.21M 0.05% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 27,440 shares; 2025Q4: 28,488 shares; 2026Q1: 29,147 shares 29,147 $2.2M 0.05% +659 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,952 shares; 2025Q1: 5,578 shares; 2025Q2: 5,759 shares; 2025Q3: 3,397 shares; 2025Q4: 2,808 shares; 2026Q1: 8,930 shares 8,930 $2.18M 0.05% +6,122 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: 100 shares; 2025Q3: 92,258 shares; 2025Q4: 91,832 shares; 2026Q1: 112,836 shares 112,836 $2.18M 0.05% +21,004 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: 3,082 shares; 2025Q4: 3,329 shares; 2026Q1: 5,216 shares 5,216 $2.17M 0.05% +1,887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,483 shares; 2025Q4: 77,668 shares; 2026Q1: 70,440 shares 70,440 $2.16M 0.05% -7,228 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,810 shares; 2024Q4: 21,364 shares; 2025Q1: 20,551 shares; 2025Q2: 19,918 shares; 2025Q3: 5,941 shares; 2025Q4: not reported; 2026Q1: 45,806 shares 45,806 $2.15M 0.05% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 86,573 shares; 2026Q1: 167,807 shares 167,807 $2.15M 0.05% +81,234 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 7,668 shares 7,668 $2.15M 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 4,950 shares; 2025Q4: 8,200 shares; 2026Q1: 11,204 shares 11,204 $2.13M 0.05% +3,004 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 20,876 shares; 2025Q4: 21,049 shares; 2026Q1: 10,223 shares 10,223 $2.13M 0.05% -10,826 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,494 shares; 2025Q1: 4,909 shares; 2025Q2: 4,125 shares; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 5,909 shares 5,909 $2.12M 0.05% +3,222 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,837 shares; 2025Q1: 49,802 shares; 2025Q2: 50,333 shares; 2025Q3: 26,414 shares; 2025Q4: 43,137 shares; 2026Q1: 60,213 shares 60,213 $2.12M 0.05% +17,076 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: 3,507 shares; 2025Q2: 6,288 shares; 2025Q3: 22,488 shares; 2025Q4: 21,623 shares; 2026Q1: 23,233 shares 23,233 $2.1M 0.05% +1,610 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: 533 shares; 2024Q4: 481 shares; 2025Q1: 582 shares; 2025Q2: 8,471 shares; 2025Q3: 11,755 shares; 2025Q4: 11,780 shares; 2026Q1: 22,730 shares 22,730 $2.1M 0.05% +10,950 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 4,864 shares; 2025Q4: 22,019 shares; 2026Q1: 22,650 shares 22,650 $2.1M 0.05% +631 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,333 shares; 2025Q4: 36,281 shares; 2026Q1: 40,031 shares 40,031 $2.09M 0.05% +3,750 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,834 shares; 2025Q1: 8,126 shares; 2025Q2: 11,202 shares; 2025Q3: 12,660 shares; 2025Q4: 6,867 shares; 2026Q1: 14,422 shares 14,422 $2.09M 0.05% +7,555 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,514 shares; 2025Q1: 3,213 shares; 2025Q2: 2,618 shares; 2025Q3: 15,488 shares; 2025Q4: 17,057 shares; 2026Q1: 25,199 shares 25,199 $2.08M 0.05% +8,142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,319 shares; 2025Q3: 1,436 shares; 2025Q4: 1,190 shares; 2026Q1: 5,997 shares 5,997 $2.07M 0.05% +4,807 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 5,068 shares; 2025Q4: 4,913 shares; 2026Q1: 6,370 shares 6,370 $2.06M 0.05% +1,457 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,018 shares; 2025Q1: 59,382 shares; 2025Q2: 105,892 shares; 2025Q3: 45,637 shares; 2025Q4: 63,495 shares; 2026Q1: 181,977 shares 181,977 $2.05M 0.05% +118,482 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 3,196 shares; 2025Q1: 3,209 shares; 2025Q2: 3,919 shares; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 7,218 shares 7,218 $2.04M 0.05% +3,457 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: 56 shares; 2025Q3: 3,457 shares; 2025Q4: 12,414 shares; 2026Q1: 13,443 shares 13,443 $2.03M 0.05% +1,029 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES 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: 42,383 shares; 2025Q4: 42,497 shares; 2026Q1: 44,065 shares 44,065 $2.03M 0.05% +1,568 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: 22,355 shares; 2025Q3: not reported; 2025Q4: 16,320 shares; 2026Q1: 40,529 shares 40,529 $2.03M 0.05% +24,209 Timeline L LOEWS CORP More: the full row for LOEWS 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: 293 shares; 2025Q3: not reported; 2025Q4: 17,682 shares; 2026Q1: 18,819 shares 18,819 $2.01M 0.05% +1,137 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 463 shares; 2025Q4: 393 shares; 2026Q1: 3,229 shares 3,229 $2M 0.05% +2,836 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: not reported; 2024Q4: 75,539 shares; 2025Q1: 78,665 shares; 2025Q2: 80,098 shares; 2025Q3: 101,523 shares; 2025Q4: 17,454 shares; 2026Q1: 93,315 shares 93,315 $1.97M 0.05% +75,861 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly 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: 39,905 shares; 2025Q4: 52,140 shares; 2026Q1: 54,123 shares 54,123 $1.95M 0.05% +1,983 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 23,542 shares; 2025Q1: 22,978 shares; 2025Q2: 19,609 shares; 2025Q3: 4,604 shares; 2025Q4: 4,665 shares; 2026Q1: 21,022 shares 21,022 $1.94M 0.05% +16,357 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 12,932 shares; 2025Q4: 12,940 shares; 2026Q1: 12,944 shares 12,944 $1.94M 0.05% +4 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,153 shares; 2025Q4: 24,755 shares; 2026Q1: 33,346 shares 33,346 $1.93M 0.05% +8,591 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 1,334 shares; 2025Q4: 1,486 shares; 2026Q1: 10,678 shares 10,678 $1.92M 0.05% +9,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: not reported; 2025Q4: 4,730 shares; 2026Q1: 24,905 shares 24,905 $1.92M 0.05% +20,175 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,896 shares; 2025Q4: 30,550 shares; 2026Q1: 37,852 shares 37,852 $1.92M 0.05% +7,302 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,653 shares; 2025Q4: 45,944 shares; 2026Q1: 40,877 shares 40,877 $1.91M 0.05% -5,067 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,401 shares 9,401 $1.91M 0.05% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 17,801 shares; 2025Q1: 31,540 shares; 2025Q2: 31,673 shares; 2025Q3: 7,051 shares; 2025Q4: 4,605 shares; 2026Q1: 28,558 shares 28,558 $1.87M 0.04% +23,953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 9,999 shares 9,999 $1.87M 0.04% +7,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 4,538 shares; 2025Q4: 6,885 shares; 2026Q1: 10,763 shares 10,763 $1.86M 0.04% +3,878 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,361 shares; 2024Q4: 159,409 shares; 2025Q1: 155,177 shares; 2025Q2: 196,507 shares; 2025Q3: 30,403 shares; 2025Q4: 79,364 shares; 2026Q1: 365,056 shares 365,056 $1.84M 0.04% +285,692 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 3,944 shares; 2025Q3: 4,039 shares; 2025Q4: 4,108 shares; 2026Q1: 11,031 shares 11,031 $1.84M 0.04% +6,923 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 1,800 shares; 2025Q1: 1,504 shares; 2025Q2: 1,443 shares; 2025Q3: 5,823 shares; 2025Q4: 2,614 shares; 2026Q1: 5,611 shares 5,611 $1.83M 0.04% +2,997 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,919 shares; 2025Q3: 3,038 shares; 2025Q4: 3,691 shares; 2026Q1: 6,563 shares 6,563 $1.83M 0.04% +2,872 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: 22,191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 47,026 shares; 2025Q4: 32,619 shares; 2026Q1: 43,985 shares 43,985 $1.83M 0.04% +11,366 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: 1,996 shares; 2024Q4: 5,066 shares; 2025Q1: 5,733 shares; 2025Q2: 5,601 shares; 2025Q3: 7,181 shares; 2025Q4: 9,407 shares; 2026Q1: 15,840 shares 15,840 $1.82M 0.04% +6,433 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,881 shares; 2024Q4: 10,930 shares; 2025Q1: 10,874 shares; 2025Q2: 13,954 shares; 2025Q3: 6,937 shares; 2025Q4: 12,776 shares; 2026Q1: 32,742 shares 32,742 $1.81M 0.04% +19,966 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,202 shares; 2024Q4: 67,480 shares; 2025Q1: 65,284 shares; 2025Q2: 56,039 shares; 2025Q3: not reported; 2025Q4: 16,466 shares; 2026Q1: 69,359 shares 69,359 $1.8M 0.04% +52,893 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,191 shares; 2025Q1: 1,648 shares; 2025Q2: 1,668 shares; 2025Q3: 4,419 shares; 2025Q4: 3,873 shares; 2026Q1: 11,397 shares 11,397 $1.79M 0.04% +7,524 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,344 shares; 2025Q4: 27,284 shares; 2026Q1: 37,255 shares 37,255 $1.77M 0.04% +9,971 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 3,693 shares; 2025Q1: 2,973 shares; 2025Q2: 3,355 shares; 2025Q3: 2,069 shares; 2025Q4: 3,478 shares; 2026Q1: 5,884 shares 5,884 $1.77M 0.04% +2,406 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: not reported; 2025Q4: 1,371 shares; 2026Q1: 3,211 shares 3,211 $1.76M 0.04% +1,840 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,861 shares; 2025Q3: 5,707 shares; 2025Q4: 4,744 shares; 2026Q1: 6,026 shares 6,026 $1.76M 0.04% +1,282 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE 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: 1,265 shares; 2025Q3: 6,905 shares; 2025Q4: 9,225 shares; 2026Q1: 21,693 shares 21,693 $1.76M 0.04% +12,468 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: 4,758 shares; 2024Q4: 4,736 shares; 2025Q1: 5,193 shares; 2025Q2: 5,422 shares; 2025Q3: 1,177 shares; 2025Q4: 1,155 shares; 2026Q1: 10,379 shares 10,379 $1.76M 0.04% +9,224 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,546 shares; 2025Q4: 68,375 shares; 2026Q1: 87,828 shares 87,828 $1.75M 0.04% +19,453 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: 6,349 shares; 2024Q4: 6,132 shares; 2025Q1: 6,108 shares; 2025Q2: 6,795 shares; 2025Q3: 9,785 shares; 2025Q4: 11,683 shares; 2026Q1: 28,370 shares 28,370 $1.74M 0.04% +16,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 6,923 shares; 2025Q4: 9,020 shares; 2026Q1: 29,436 shares 29,436 $1.73M 0.04% +20,416 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,865 shares; 2024Q4: 24,806 shares; 2025Q1: 27,256 shares; 2025Q2: 31,315 shares; 2025Q3: 24,934 shares; 2025Q4: 5,779 shares; 2026Q1: 35,679 shares 35,679 $1.72M 0.04% +29,900 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,327 shares; 2025Q1: 9,344 shares; 2025Q2: 27,933 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,604 shares 36,604 $1.7M 0.04% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 1,947 shares; 2025Q1: 5,109 shares; 2025Q2: 5,524 shares; 2025Q3: 1,686 shares; 2025Q4: not reported; 2026Q1: 8,530 shares 8,530 $1.69M 0.04% new Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly 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: 75,539 shares; 2025Q4: 75,539 shares; 2026Q1: 75,833 shares 75,833 $1.68M 0.04% +294 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,236 shares; 2024Q4: 37,610 shares; 2025Q1: 56,124 shares; 2025Q2: 56,907 shares; 2025Q3: 10,466 shares; 2025Q4: 11,897 shares; 2026Q1: 55,064 shares 55,064 $1.68M 0.04% +43,167 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,736 shares; 2024Q4: 19,108 shares; 2025Q1: 18,250 shares; 2025Q2: 18,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,386 shares 17,386 $1.67M 0.04% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,706 shares 17,706 $1.67M 0.04% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 6,595 shares; 2026Q1: 28,301 shares 28,301 $1.66M 0.04% +21,706 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 32,515 shares 32,515 $1.65M 0.04% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 5,327 shares; 2025Q4: 12,329 shares; 2026Q1: 15,006 shares 15,006 $1.65M 0.04% +2,677 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: 20,143 shares; 2024Q4: 17,946 shares; 2025Q1: 18,322 shares; 2025Q2: 26,536 shares; 2025Q3: not reported; 2025Q4: 7,180 shares; 2026Q1: 31,619 shares 31,619 $1.64M 0.04% +24,439 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,553 shares; 2025Q4: 27,422 shares; 2026Q1: 31,136 shares 31,136 $1.64M 0.04% +3,714 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,392 shares; 2025Q1: 38,731 shares; 2025Q2: 42,424 shares; 2025Q3: 14,865 shares; 2025Q4: 18,251 shares; 2026Q1: 24,613 shares 24,613 $1.64M 0.04% +6,362 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,609 shares; 2024Q4: 105,333 shares; 2025Q1: 92,289 shares; 2025Q2: 92,709 shares; 2025Q3: not reported; 2025Q4: 19,979 shares; 2026Q1: 112,269 shares 112,269 $1.61M 0.04% +92,290 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 2,066 shares; 2025Q4: 4,315 shares; 2026Q1: 6,432 shares 6,432 $1.61M 0.04% +2,117 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,600 shares; 2025Q4: 24,608 shares; 2026Q1: 31,601 shares 31,601 $1.59M 0.04% +6,993 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,647 shares; 2025Q4: 9,052 shares; 2026Q1: 26,622 shares 26,622 $1.59M 0.04% +17,570 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: 12,217 shares; 2024Q4: 11,084 shares; 2025Q1: 11,863 shares; 2025Q2: 11,717 shares; 2025Q3: 7,836 shares; 2025Q4: 7,161 shares; 2026Q1: 6,344 shares 6,344 $1.59M 0.04% -817 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 10,191 shares; 2025Q1: 10,658 shares; 2025Q2: 10,936 shares; 2025Q3: 11,609 shares; 2025Q4: 5,237 shares; 2026Q1: 16,865 shares 16,865 $1.59M 0.04% +11,628 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 11,143 shares; 2025Q1: 10,519 shares; 2025Q2: 11,002 shares; 2025Q3: 22,497 shares; 2025Q4: 13,105 shares; 2026Q1: 30,251 shares 30,251 $1.58M 0.04% +17,146 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: 9,945 shares; 2024Q4: 10,345 shares; 2025Q1: 8,945 shares; 2025Q2: 6,567 shares; 2025Q3: 35,954 shares; 2025Q4: 25,876 shares; 2026Q1: 16,996 shares 16,996 $1.58M 0.04% -8,880 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,245 shares 13,245 $1.57M 0.04% 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: 3,630 shares; 2025Q3: 12,360 shares; 2025Q4: 7,987 shares; 2026Q1: 15,828 shares 15,828 $1.57M 0.04% +7,841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 1,451 shares; 2025Q4: 3,461 shares; 2026Q1: 4,745 shares 4,745 $1.56M 0.04% +1,284 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,335 shares; 2025Q3: 40,287 shares; 2025Q4: 107,912 shares; 2026Q1: 134,874 shares 134,874 $1.56M 0.04% +26,962 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: not reported; 2025Q4: 6,716 shares; 2026Q1: 33,134 shares 33,134 $1.55M 0.04% +26,418 Timeline JBL JABIL INC More: the full row for JABIL 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: 2 shares; 2025Q3: 5,587 shares; 2025Q4: 5,547 shares; 2026Q1: 5,828 shares 5,828 $1.55M 0.04% +281 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 7,914 shares; 2025Q4: 19,346 shares; 2026Q1: 15,767 shares 15,767 $1.54M 0.04% -3,579 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: 14,086 shares; 2024Q4: 13,319 shares; 2025Q1: 13,110 shares; 2025Q2: 13,071 shares; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 28,401 shares 28,401 $1.54M 0.04% +21,466 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 21,835 shares; 2025Q1: 20,956 shares; 2025Q2: 19,984 shares; 2025Q3: 13,598 shares; 2025Q4: 10,126 shares; 2026Q1: 35,422 shares 35,422 $1.53M 0.04% +25,296 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: 2,887 shares; 2024Q4: 2,849 shares; 2025Q1: 2,401 shares; 2025Q2: 2,009 shares; 2025Q3: 1,102 shares; 2025Q4: 1,042 shares; 2026Q1: 2,230 shares 2,230 $1.52M 0.04% +1,188 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: 80,612 shares; 2024Q4: 61,519 shares; 2025Q1: 64,181 shares; 2025Q2: 65,854 shares; 2025Q3: 65,989 shares; 2025Q4: not reported; 2026Q1: 76,663 shares 76,663 $1.51M 0.04% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,437 shares; 2025Q4: 12,786 shares; 2026Q1: 18,953 shares 18,953 $1.5M 0.04% +6,167 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 10,887 shares; 2025Q1: 10,495 shares; 2025Q2: 10,106 shares; 2025Q3: 8,989 shares; 2025Q4: not reported; 2026Q1: 8,729 shares 8,729 $1.5M 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 5,727 shares; 2025Q1: 5,378 shares; 2025Q2: 5,279 shares; 2025Q3: not reported; 2025Q4: 3,303 shares; 2026Q1: 9,248 shares 9,248 $1.5M 0.04% +5,945 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: 187 shares; 2025Q3: 17,585 shares; 2025Q4: 36,115 shares; 2026Q1: 29,841 shares 29,841 $1.49M 0.04% -6,274 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: 754 shares; 2024Q4: 812 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 2,217 shares; 2025Q4: 6,889 shares; 2026Q1: 14,219 shares 14,219 $1.49M 0.04% +7,330 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 6,312 shares; 2025Q4: 6,024 shares; 2026Q1: 7,076 shares 7,076 $1.47M 0.04% +1,052 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,799 shares 14,799 $1.47M 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,980 shares; 2024Q4: 30,418 shares; 2025Q1: 6,909 shares; 2025Q2: 12,000 shares; 2025Q3: 3,371 shares; 2025Q4: not reported; 2026Q1: 22,775 shares 22,775 $1.47M 0.03% new 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: 5,973 shares; 2026Q1: 6,687 shares 6,687 $1.46M 0.03% +714 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 4,517 shares; 2025Q4: 18,463 shares; 2026Q1: 25,895 shares 25,895 $1.46M 0.03% +7,432 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 205 shares; 2025Q3: 2,087 shares; 2025Q4: 2,814 shares; 2026Q1: 10,612 shares 10,612 $1.44M 0.03% +7,798 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: 2,024 shares; 2024Q4: 4,536 shares; 2025Q1: 6,568 shares; 2025Q2: 8,630 shares; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 4,501 shares 4,501 $1.44M 0.03% +3,924 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 78,085 shares; 2025Q4: 79,580 shares; 2026Q1: 79,658 shares 79,658 $1.44M 0.03% +78 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 687 shares; 2025Q3: 2,340 shares; 2025Q4: 6,241 shares; 2026Q1: 6,918 shares 6,918 $1.43M 0.03% +677 Timeline IBB 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: 24 shares; 2025Q3: 2,476 shares; 2025Q4: 6,215 shares; 2026Q1: 8,454 shares 8,454 $1.43M 0.03% +2,239 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,222 shares; 2024Q4: 16,609 shares; 2025Q1: 17,078 shares; 2025Q2: 17,264 shares; 2025Q3: 15,653 shares; 2025Q4: 7,446 shares; 2026Q1: 15,717 shares 15,717 $1.43M 0.03% +8,271 Timeline RELX RELX PLC More: the full row for RELX 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: 708 shares; 2025Q3: 5,964 shares; 2025Q4: 5,191 shares; 2026Q1: 42,132 shares 42,132 $1.4M 0.03% +36,941 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 12,866 shares; 2026Q1: 13,913 shares 13,913 $1.37M 0.03% +1,047 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,450 shares 36,450 $1.35M 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 3,990 shares; 2025Q4: 9,798 shares; 2026Q1: 9,088 shares 9,088 $1.34M 0.03% -710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,037 shares; 2025Q4: 14,999 shares; 2026Q1: 15,085 shares 15,085 $1.34M 0.03% +86 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 8,755 shares 8,755 $1.34M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,201 shares 44,201 $1.33M 0.03% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,918 shares; 2024Q4: 20,657 shares; 2025Q1: 21,271 shares; 2025Q2: 22,118 shares; 2025Q3: 23,060 shares; 2025Q4: 7,588 shares; 2026Q1: 21,157 shares 21,157 $1.33M 0.03% +13,569 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,232 shares; 2025Q1: 20,958 shares; 2025Q2: 22,381 shares; 2025Q3: 9,261 shares; 2025Q4: 13,397 shares; 2026Q1: 34,684 shares 34,684 $1.33M 0.03% +21,287 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: 16,867 shares; 2024Q4: 14,497 shares; 2025Q1: 14,911 shares; 2025Q2: 12,521 shares; 2025Q3: 2,565 shares; 2025Q4: not reported; 2026Q1: 7,316 shares 7,316 $1.33M 0.03% new 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: 93,578 shares; 2024Q4: 5,915 shares; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 17,548 shares; 2025Q4: 17,772 shares; 2026Q1: 18,362 shares 18,362 $1.32M 0.03% +590 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,529 shares; 2024Q4: 6,636 shares; 2025Q1: 5,020 shares; 2025Q2: 4,929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,529 shares 6,529 $1.31M 0.03% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,712 shares; 2025Q4: 42,183 shares; 2026Q1: 44,057 shares 44,057 $1.29M 0.03% +1,874 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,187 shares; 2025Q2: 1,304 shares; 2025Q3: 1,527 shares; 2025Q4: 1,730 shares; 2026Q1: 4,850 shares 4,850 $1.29M 0.03% +3,120 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: 4,503 shares; 2024Q4: 4,441 shares; 2025Q1: 4,437 shares; 2025Q2: 6,543 shares; 2025Q3: 4,092 shares; 2025Q4: 3,058 shares; 2026Q1: 10,898 shares 10,898 $1.29M 0.03% +7,840 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 13,907 shares; 2025Q1: 16,972 shares; 2025Q2: 18,906 shares; 2025Q3: 4,752 shares; 2025Q4: not reported; 2026Q1: 25,327 shares 25,327 $1.28M 0.03% new Timeline DWX 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: 46,072 shares; 2024Q4: 30,794 shares; 2025Q1: 30,656 shares; 2025Q2: 30,576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,019 shares 28,019 $1.28M 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,010 shares 26,010 $1.27M 0.03% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,816 shares 56,816 $1.27M 0.03% new Timeline JMST 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: 20,190 shares; 2026Q1: 24,856 shares 24,856 $1.27M 0.03% +4,666 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 3,084 shares; 2025Q3: 1,697 shares; 2025Q4: 2,363 shares; 2026Q1: 6,452 shares 6,452 $1.26M 0.03% +4,089 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,749 shares; 2024Q4: 10,318 shares; 2025Q1: 22,677 shares; 2025Q2: 23,101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,632 shares 29,632 $1.25M 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 3,462 shares; 2025Q4: 11,783 shares; 2026Q1: 18,564 shares 18,564 $1.25M 0.03% +6,781 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,085 shares; 2025Q1: 2,366 shares; 2025Q2: 2,524 shares; 2025Q3: 3,357 shares; 2025Q4: 1,842 shares; 2026Q1: 7,942 shares 7,942 $1.23M 0.03% +6,100 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,424 shares; 2025Q4: 51,780 shares; 2026Q1: 42,947 shares 42,947 $1.23M 0.03% -8,833 Timeline ACM AECOM More: the full row for AECOM Quarterly 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: 8,335 shares; 2026Q1: 14,464 shares 14,464 $1.23M 0.03% +6,129 Timeline OFG OFG BANCORP More: the full row for OFG 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: 29,973 shares 29,973 $1.22M 0.03% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,137 shares; 2025Q4: not reported; 2026Q1: 21,455 shares 21,455 $1.22M 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: 2,947 shares; 2025Q1: 7,114 shares; 2025Q2: 9,532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,088 shares 11,088 $1.22M 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: 5,987 shares; 2025Q3: 2,871 shares; 2025Q4: 3,584 shares; 2026Q1: 11,200 shares 11,200 $1.21M 0.03% +7,616 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 13,225 shares; 2026Q1: 13,224 shares 13,224 $1.21M 0.03% -1 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 2,733 shares; 2025Q3: 574 shares; 2025Q4: 1,004 shares; 2026Q1: 3,356 shares 3,356 $1.2M 0.03% +2,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 4,802 shares; 2025Q4: 6,923 shares; 2026Q1: 8,698 shares 8,698 $1.18M 0.03% +1,775 Timeline HYMB 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: 41,904 shares; 2025Q4: 33,352 shares; 2026Q1: 46,634 shares 46,634 $1.16M 0.03% +13,282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: 43,114 shares; 2025Q4: 10,242 shares; 2026Q1: 45,006 shares 45,006 $1.13M 0.03% +34,764 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly 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: 37,143 shares; 2026Q1: 37,215 shares 37,215 $1.13M 0.03% +72 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 9,674 shares; 2025Q1: 10,339 shares; 2025Q2: 2,462 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,559 shares 4,559 $1.13M 0.03% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 7,221 shares; 2025Q1: 7,261 shares; 2025Q2: 8,135 shares; 2025Q3: 3,825 shares; 2025Q4: 9,906 shares; 2026Q1: 17,056 shares 17,056 $1.11M 0.03% +7,150 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 13,457 shares; 2025Q1: 12,658 shares; 2025Q2: 12,566 shares; 2025Q3: 4,559 shares; 2025Q4: 3,168 shares; 2026Q1: 15,549 shares 15,549 $1.11M 0.03% +12,381 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 2,383 shares; 2026Q1: 2,854 shares 2,854 $1.11M 0.03% +471 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: 1,082 shares; 2025Q3: not reported; 2025Q4: 9,650 shares; 2026Q1: 11,358 shares 11,358 $1.1M 0.03% +1,708 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: 2,152 shares; 2024Q4: 9,411 shares; 2025Q1: 9,412 shares; 2025Q2: 9,413 shares; 2025Q3: 7,217 shares; 2025Q4: 7,229 shares; 2026Q1: 37,799 shares 37,799 $1.1M 0.03% +30,570 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 341 shares; 2025Q3: not reported; 2025Q4: 7,204 shares; 2026Q1: 24,021 shares 24,021 $1.1M 0.03% +16,817 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 4,453 shares; 2026Q1: 17,299 shares 17,299 $1.1M 0.03% +12,846 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 17,186 shares; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,522 shares 45,522 $1.09M 0.03% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 347,971 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,097 shares 23,097 $1.09M 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,479 shares; 2024Q4: 47,111 shares; 2025Q1: 46,329 shares; 2025Q2: 49,722 shares; 2025Q3: 19,047 shares; 2025Q4: 14,964 shares; 2026Q1: 68,926 shares 68,926 $1.08M 0.03% +53,962 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,210 shares; 2025Q1: 1,388 shares; 2025Q2: 1,436 shares; 2025Q3: 1,452 shares; 2025Q4: 2,451 shares; 2026Q1: 4,054 shares 4,054 $1.08M 0.03% +1,603 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 545 shares; 2025Q4: 3,019 shares; 2026Q1: 2,266 shares 2,266 $1.08M 0.03% -753 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: 913 shares; 2024Q4: 1,833 shares; 2025Q1: 1,508 shares; 2025Q2: 41 shares; 2025Q3: 2,200 shares; 2025Q4: 3,850 shares; 2026Q1: 3,786 shares 3,786 $1.05M 0.03% -64 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,246 shares; 2024Q4: 20,934 shares; 2025Q1: 36,405 shares; 2025Q2: 37,414 shares; 2025Q3: 40,645 shares; 2025Q4: not reported; 2026Q1: 39,779 shares 39,779 $1.05M 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: not reported; 2025Q4: 22,844 shares; 2026Q1: 26,781 shares 26,781 $1.04M 0.02% +3,937 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,399 shares; 2024Q4: 10,493 shares; 2025Q1: 10,227 shares; 2025Q2: 10,103 shares; 2025Q3: 5,484 shares; 2025Q4: 8,536 shares; 2026Q1: 14,764 shares 14,764 $1.04M 0.02% +6,228 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 16,550 shares; 2025Q1: 16,550 shares; 2025Q2: 16,677 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,757 shares 16,757 $1.04M 0.02% new Timeline