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: 542,981 shares; 2024Q4: 516,586 shares; 2025Q1: 512,949 shares; 2025Q2: 555,843 shares; 2025Q3: 586,946 shares; 2025Q4: 629,974 shares; 2026Q1: 676,464 shares 676,464 $414M 2.66% +46,490 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: 3,300,785 shares; 2024Q4: 3,285,277 shares; 2025Q1: 3,060,834 shares; 2025Q2: 2,997,605 shares; 2025Q3: 2,919,522 shares; 2025Q4: 2,781,940 shares; 2026Q1: 1,556,697 shares 1,556,697 $329M 2.12% -1,225,243 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609,849 shares; 2024Q4: 590,409 shares; 2025Q1: 627,852 shares; 2025Q2: 728,969 shares; 2025Q3: 755,750 shares; 2025Q4: 811,521 shares; 2026Q1: 1,105,458 shares 1,105,458 $297M 1.91% +293,937 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: 1,002,250 shares; 2024Q4: 988,898 shares; 2025Q1: 941,833 shares; 2025Q2: 943,197 shares; 2025Q3: 926,383 shares; 2025Q4: 1,797,171 shares; 2026Q1: 1,353,729 shares 1,353,729 $278M 1.79% -443,442 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,822,230 shares; 2024Q4: 3,934,360 shares; 2025Q1: 4,436,910 shares; 2025Q2: 4,879,270 shares; 2025Q3: 4,871,550 shares; 2025Q4: 5,165,300 shares; 2026Q1: 4,898,740 shares 4,898,740 $278M 1.79% -266,560 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966,549 shares; 2024Q4: 1,847,477 shares; 2025Q1: 1,786,676 shares; 2025Q2: 1,729,204 shares; 2025Q3: 1,663,610 shares; 2025Q4: 1,611,297 shares; 2026Q1: 1,077,783 shares 1,077,783 $277M 1.78% -533,514 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: 341,233 shares; 2024Q4: 324,519 shares; 2025Q1: 321,153 shares; 2025Q2: 317,532 shares; 2025Q3: 305,694 shares; 2025Q4: 302,908 shares; 2026Q1: 212,727 shares 212,727 $275M 1.77% -90,181 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: 925,748 shares; 2024Q4: 865,664 shares; 2025Q1: 873,199 shares; 2025Q2: 1,002,120 shares; 2025Q3: 1,027,730 shares; 2025Q4: 1,106,230 shares; 2026Q1: 1,416,706 shares 1,416,706 $262M 1.69% +310,476 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: 795,706 shares; 2024Q4: 808,829 shares; 2025Q1: 839,521 shares; 2025Q2: 849,857 shares; 2025Q3: 865,136 shares; 2025Q4: 792,014 shares; 2026Q1: 652,398 shares 652,398 $234M 1.51% -139,616 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: 579,790 shares; 2024Q4: 586,668 shares; 2025Q1: 624,144 shares; 2025Q2: 624,312 shares; 2025Q3: 645,448 shares; 2025Q4: 644,891 shares; 2026Q1: 649,001 shares 649,001 $218M 1.41% +4,110 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,488 shares; 2024Q4: 230,548 shares; 2025Q1: 247,299 shares; 2025Q2: 267,288 shares; 2025Q3: 276,747 shares; 2025Q4: 289,891 shares; 2026Q1: 299,466 shares 299,466 $204M 1.31% +9,575 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: 193,294 shares; 2024Q4: 195,491 shares; 2025Q1: 214,791 shares; 2025Q2: 236,879 shares; 2025Q3: 250,603 shares; 2025Q4: 275,394 shares; 2026Q1: 444,667 shares 444,667 $199M 1.28% +169,273 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,552,440 shares; 2024Q4: 5,552,330 shares; 2025Q1: 5,920,770 shares; 2025Q2: 5,352,760 shares; 2025Q3: 5,242,970 shares; 2025Q4: 4,910,340 shares; 2026Q1: 4,667,597 shares 4,667,597 $198M 1.27% -242,743 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: 908,454 shares; 2024Q4: 969,230 shares; 2025Q1: 966,624 shares; 2025Q2: 1,024,838 shares; 2025Q3: 1,186,510 shares; 2025Q4: 1,455,853 shares; 2026Q1: 1,579,346 shares 1,579,346 $186M 1.2% +123,493 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: 405,130 shares; 2024Q4: 436,800 shares; 2025Q1: 471,699 shares; 2025Q2: 540,314 shares; 2025Q3: 591,181 shares; 2025Q4: 641,585 shares; 2026Q1: 799,797 shares 799,797 $182M 1.17% +158,212 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: 768,601 shares; 2024Q4: 768,375 shares; 2025Q1: 820,802 shares; 2025Q2: 841,133 shares; 2025Q3: 862,843 shares; 2025Q4: 869,949 shares; 2026Q1: 937,175 shares 937,175 $139M 0.9% +67,226 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: 366,393 shares; 2024Q4: 362,609 shares; 2025Q1: 1,241,130 shares; 2025Q2: 1,427,240 shares; 2025Q3: 1,604,410 shares; 2025Q4: 1,976,400 shares; 2026Q1: 2,189,312 shares 2,189,312 $133M 0.86% +212,912 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: 581,784 shares; 2024Q4: 1,135,410 shares; 2025Q1: 241,297 shares; 2025Q2: 357,679 shares; 2025Q3: 389,573 shares; 2025Q4: 359,743 shares; 2026Q1: 1,449,055 shares 1,449,055 $132M 0.85% +1,089,312 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: 296,694 shares; 2024Q4: 302,850 shares; 2025Q1: 337,573 shares; 2025Q2: 360,398 shares; 2025Q3: 380,876 shares; 2025Q4: 393,707 shares; 2026Q1: 393,420 shares 393,420 $132M 0.85% -287 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: 1,111,115 shares; 2024Q4: 1,013,656 shares; 2025Q1: 1,235,158 shares; 2025Q2: 1,125,824 shares; 2025Q3: 1,230,206 shares; 2025Q4: 1,302,280 shares; 2026Q1: 1,146,092 shares 1,146,092 $128M 0.83% -156,188 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894,028 shares; 2024Q4: 2,730,272 shares; 2025Q1: 2,329,262 shares; 2025Q2: 2,292,932 shares; 2025Q3: 2,364,463 shares; 2025Q4: 2,585,420 shares; 2026Q1: 2,716,598 shares 2,716,598 $121M 0.78% +131,178 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: 148,959 shares; 2024Q4: 204,593 shares; 2025Q1: 242,399 shares; 2025Q2: 268,380 shares; 2025Q3: 277,194 shares; 2025Q4: 301,831 shares; 2026Q1: 387,252 shares 387,252 $120M 0.77% +85,421 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: 1,347,184 shares; 2024Q4: 1,438,046 shares; 2025Q1: 1,337,771 shares; 2025Q2: 1,336,548 shares; 2025Q3: 1,402,394 shares; 2025Q4: 1,448,044 shares; 2026Q1: 1,513,975 shares 1,513,975 $118M 0.76% +65,931 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: 44,836 shares; 2024Q4: 46,263 shares; 2025Q1: 51,825 shares; 2025Q2: 45,678 shares; 2025Q3: 51,816 shares; 2025Q4: 1,853,767 shares; 2026Q1: 2,144,440 shares 2,144,440 $116M 0.75% +290,673 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: 230,714 shares; 2024Q4: 233,305 shares; 2025Q1: 248,634 shares; 2025Q2: 265,574 shares; 2025Q3: 283,600 shares; 2025Q4: 302,489 shares; 2026Q1: 367,224 shares 367,224 $109M 0.7% +64,735 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: 306,899 shares; 2024Q4: 323,299 shares; 2025Q1: 316,949 shares; 2025Q2: 353,069 shares; 2025Q3: 371,216 shares; 2025Q4: 387,308 shares; 2026Q1: 423,322 shares 423,322 $109M 0.7% +36,014 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: 270,116 shares; 2024Q4: 281,926 shares; 2025Q1: 306,408 shares; 2025Q2: 321,485 shares; 2025Q3: 337,172 shares; 2025Q4: 338,421 shares; 2026Q1: 375,949 shares 375,949 $109M 0.7% +37,528 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043,120 shares; 2024Q4: 1,087,680 shares; 2025Q1: 1,241,670 shares; 2025Q2: 1,320,290 shares; 2025Q3: 1,315,640 shares; 2025Q4: 1,309,600 shares; 2026Q1: 1,431,340 shares 1,431,340 $107M 0.69% +121,740 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: 151,914 shares; 2024Q4: 153,974 shares; 2025Q1: 164,094 shares; 2025Q2: 181,078 shares; 2025Q3: 191,370 shares; 2025Q4: 200,252 shares; 2026Q1: 211,993 shares 211,993 $106M 0.68% +11,741 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,151 shares; 2024Q4: 471,494 shares; 2025Q1: 470,228 shares; 2025Q2: 445,974 shares; 2025Q3: 408,017 shares; 2025Q4: 408,910 shares; 2026Q1: 406,855 shares 406,855 $104M 0.67% -2,055 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: 378,391 shares; 2024Q4: 309,489 shares; 2025Q1: 311,116 shares; 2025Q2: 307,950 shares; 2025Q3: 329,913 shares; 2025Q4: 350,466 shares; 2026Q1: 538,722 shares 538,722 $103M 0.66% +188,256 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980,048 shares; 2024Q4: 2,753,845 shares; 2025Q1: 2,603,789 shares; 2025Q2: 2,432,116 shares; 2025Q3: 2,337,317 shares; 2025Q4: 2,328,126 shares; 2026Q1: 991,892 shares 991,892 $103M 0.66% -1,336,234 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: 448,782 shares; 2024Q4: 457,908 shares; 2025Q1: 444,989 shares; 2025Q2: 476,950 shares; 2025Q3: 470,753 shares; 2025Q4: 458,517 shares; 2026Q1: 517,330 shares 517,330 $103M 0.66% +58,813 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: 223,356 shares; 2024Q4: 214,290 shares; 2025Q1: 230,235 shares; 2025Q2: 260,444 shares; 2025Q3: 273,867 shares; 2025Q4: 288,195 shares; 2026Q1: 324,406 shares 324,406 $100M 0.65% +36,211 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: 483,822 shares; 2024Q4: 506,491 shares; 2025Q1: 532,212 shares; 2025Q2: 590,407 shares; 2025Q3: 620,954 shares; 2025Q4: 653,253 shares; 2026Q1: 692,223 shares 692,223 $99.4M 0.64% +38,970 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,142 shares; 2024Q4: 77,127 shares; 2025Q1: 80,981 shares; 2025Q2: 92,865 shares; 2025Q3: 98,406 shares; 2025Q4: 114,274 shares; 2026Q1: 148,155 shares 148,155 $95.5M 0.61% +33,881 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: 177,867 shares; 2024Q4: 177,118 shares; 2025Q1: 189,140 shares; 2025Q2: 202,586 shares; 2025Q3: 205,734 shares; 2025Q4: 209,630 shares; 2026Q1: 289,120 shares 289,120 $91.4M 0.59% +79,490 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: 65,266 shares; 2024Q4: 66,496 shares; 2025Q1: 78,742 shares; 2025Q2: 98,622 shares; 2025Q3: 103,481 shares; 2025Q4: 121,594 shares; 2026Q1: 263,474 shares 263,474 $88.2M 0.57% +141,880 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: 407,619 shares; 2024Q4: 390,861 shares; 2025Q1: 402,213 shares; 2025Q2: 331,949 shares; 2025Q3: 352,081 shares; 2025Q4: 362,438 shares; 2026Q1: 343,631 shares 343,631 $87M 0.56% -18,807 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: 938,566 shares; 2024Q4: 926,838 shares; 2025Q1: 964,704 shares; 2025Q2: 1,018,270 shares; 2025Q3: 1,260,330 shares; 2025Q4: 1,358,890 shares; 2026Q1: 1,249,378 shares 1,249,378 $86.8M 0.56% -109,512 Timeline JMOM 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: 808,846 shares; 2024Q4: 900,983 shares; 2025Q1: 841,088 shares; 2025Q2: 922,833 shares; 2025Q3: 996,581 shares; 2025Q4: 1,109,250 shares; 2026Q1: 1,261,920 shares 1,261,920 $86M 0.55% +152,670 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,214 shares; 2024Q4: 82,544 shares; 2025Q1: 308,960 shares; 2025Q2: 339,658 shares; 2025Q3: 436,917 shares; 2025Q4: 580,152 shares; 2026Q1: 711,104 shares 711,104 $84.5M 0.54% +130,952 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,975 shares; 2024Q4: 318,211 shares; 2025Q1: 320,505 shares; 2025Q2: 328,031 shares; 2025Q3: 335,674 shares; 2025Q4: 319,892 shares; 2026Q1: 323,899 shares 323,899 $84.2M 0.54% +4,007 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,371 shares; 2024Q4: 199,038 shares; 2025Q1: 284,195 shares; 2025Q2: 545,634 shares; 2025Q3: 816,767 shares; 2025Q4: 1,426,110 shares; 2026Q1: 1,910,057 shares 1,910,057 $83.2M 0.54% +483,947 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,595 shares; 2024Q4: 479,799 shares; 2025Q1: 569,139 shares; 2025Q2: 633,262 shares; 2025Q3: 690,747 shares; 2025Q4: 1,922,556 shares; 2026Q1: 2,154,947 shares 2,154,947 $79M 0.51% +232,391 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: 145,257 shares; 2024Q4: 152,051 shares; 2025Q1: 156,143 shares; 2025Q2: 155,069 shares; 2025Q3: 171,243 shares; 2025Q4: 180,522 shares; 2026Q1: 191,716 shares 191,716 $76.5M 0.49% +11,194 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,416 shares; 2024Q4: 138,279 shares; 2025Q1: 145,609 shares; 2025Q2: 144,119 shares; 2025Q3: 145,981 shares; 2025Q4: 147,605 shares; 2026Q1: 150,714 shares 150,714 $76.2M 0.49% +3,109 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: 129,463 shares; 2024Q4: 118,186 shares; 2025Q1: 129,949 shares; 2025Q2: 131,461 shares; 2025Q3: 134,528 shares; 2025Q4: 137,911 shares; 2026Q1: 174,116 shares 174,116 $76M 0.49% +36,205 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,522 shares; 2024Q4: 559,372 shares; 2025Q1: 667,368 shares; 2025Q2: 643,513 shares; 2025Q3: 735,355 shares; 2025Q4: 815,693 shares; 2026Q1: 865,251 shares 865,251 $73.9M 0.48% +49,558 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,188 shares; 2024Q4: 213,069 shares; 2025Q1: 245,549 shares; 2025Q2: 272,197 shares; 2025Q3: 291,295 shares; 2025Q4: 302,405 shares; 2026Q1: 286,321 shares 286,321 $72.4M 0.47% -16,084 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: 230,574 shares; 2024Q4: 229,878 shares; 2025Q1: 244,533 shares; 2025Q2: 265,569 shares; 2025Q3: 288,689 shares; 2025Q4: 274,489 shares; 2026Q1: 313,122 shares 313,122 $68.7M 0.44% +38,633 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884,984 shares; 2024Q4: 913,714 shares; 2025Q1: 854,140 shares; 2025Q2: 985,350 shares; 2025Q3: 1,080,240 shares; 2025Q4: 1,212,590 shares; 2026Q1: 1,309,760 shares 1,309,760 $61.3M 0.39% +97,170 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: 202,775 shares; 2024Q4: 205,964 shares; 2025Q1: 238,394 shares; 2025Q2: 254,330 shares; 2025Q3: 253,692 shares; 2025Q4: 295,029 shares; 2026Q1: 288,317 shares 288,317 $61.1M 0.39% -6,712 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: 238,600 shares; 2024Q4: 250,596 shares; 2025Q1: 275,761 shares; 2025Q2: 304,221 shares; 2025Q3: 312,111 shares; 2025Q4: 352,645 shares; 2026Q1: 532,466 shares 532,466 $61M 0.39% +179,821 Timeline MDYV 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: 291,445 shares; 2024Q4: 291,485 shares; 2025Q1: 290,591 shares; 2025Q2: 323,016 shares; 2025Q3: 296,490 shares; 2025Q4: 296,276 shares; 2026Q1: 369,007 shares 369,007 $60.4M 0.39% +72,731 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: 237,384 shares; 2024Q4: 220,225 shares; 2025Q1: 193,693 shares; 2025Q2: 163,607 shares; 2025Q3: 114,518 shares; 2025Q4: 117,015 shares; 2026Q1: 125,462 shares 125,462 $59.3M 0.38% +8,447 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941,105 shares; 2024Q4: 924,013 shares; 2025Q1: 879,360 shares; 2025Q2: 904,531 shares; 2025Q3: 728,634 shares; 2025Q4: 610,386 shares; 2026Q1: 619,140 shares 619,140 $58.4M 0.38% +8,754 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,231 shares; 2024Q4: 27,205 shares; 2025Q1: 248,055 shares; 2025Q2: 241,020 shares; 2025Q3: 249,503 shares; 2025Q4: 290,897 shares; 2026Q1: 550,965 shares 550,965 $57.8M 0.37% +260,068 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: 492,618 shares; 2024Q4: 502,678 shares; 2025Q1: 574,899 shares; 2025Q2: 642,031 shares; 2025Q3: 686,324 shares; 2025Q4: 724,252 shares; 2026Q1: 738,442 shares 738,442 $55.7M 0.36% +14,190 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660,178 shares; 2024Q4: 673,801 shares; 2025Q1: 725,811 shares; 2025Q2: 758,450 shares; 2025Q3: 785,267 shares; 2025Q4: 809,551 shares; 2026Q1: 614,688 shares 614,688 $55M 0.35% -194,863 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: 473,109 shares; 2024Q4: 506,424 shares; 2025Q1: 448,019 shares; 2025Q2: 478,945 shares; 2025Q3: 492,196 shares; 2025Q4: 506,609 shares; 2026Q1: 600,454 shares 600,454 $54M 0.35% +93,845 Timeline IQLT 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: 747,161 shares; 2024Q4: 785,272 shares; 2025Q1: 963,177 shares; 2025Q2: 1,013,750 shares; 2025Q3: 1,102,660 shares; 2025Q4: 1,135,280 shares; 2026Q1: 1,180,280 shares 1,180,280 $53.6M 0.35% +45,000 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: 480,169 shares; 2024Q4: 430,054 shares; 2025Q1: 396,742 shares; 2025Q2: 403,906 shares; 2025Q3: 411,311 shares; 2025Q4: 498,197 shares; 2026Q1: 532,974 shares 532,974 $53.2M 0.34% +34,777 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,468 shares; 2024Q4: 79,562 shares; 2025Q1: 85,407 shares; 2025Q2: 92,247 shares; 2025Q3: 104,194 shares; 2025Q4: 108,934 shares; 2026Q1: 117,602 shares 117,602 $52.1M 0.34% +8,668 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,994 shares; 2024Q4: 349,809 shares; 2025Q1: 455,954 shares; 2025Q2: 474,264 shares; 2025Q3: 535,348 shares; 2025Q4: 583,941 shares; 2026Q1: 648,382 shares 648,382 $52M 0.33% +64,441 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: 213,333 shares; 2024Q4: 287,016 shares; 2025Q1: 556,503 shares; 2025Q2: 677,132 shares; 2025Q3: 743,909 shares; 2025Q4: 848,119 shares; 2026Q1: 957,015 shares 957,015 $50.5M 0.33% +108,896 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: 145,211 shares; 2024Q4: 153,991 shares; 2025Q1: 175,424 shares; 2025Q2: 211,221 shares; 2025Q3: 225,200 shares; 2025Q4: 227,569 shares; 2026Q1: 429,691 shares 429,691 $50M 0.32% +202,122 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: 15,591 shares; 2024Q4: 26,226 shares; 2025Q1: 26,963 shares; 2025Q2: 30,056 shares; 2025Q3: 30,001 shares; 2025Q4: 35,192 shares; 2026Q1: 46,965 shares 46,965 $48.9M 0.31% +11,773 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,067 shares; 2024Q4: 382,694 shares; 2025Q1: 270,921 shares; 2025Q2: 287,182 shares; 2025Q3: 283,035 shares; 2025Q4: 266,450 shares; 2026Q1: 283,898 shares 283,898 $48.8M 0.31% +17,448 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: 48,222 shares; 2024Q4: 45,814 shares; 2025Q1: 110,284 shares; 2025Q2: 52,692 shares; 2025Q3: 61,808 shares; 2025Q4: 100,044 shares; 2026Q1: 458,991 shares 458,991 $46.2M 0.3% +358,947 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: 289,586 shares; 2024Q4: 289,983 shares; 2025Q1: 299,896 shares; 2025Q2: 303,880 shares; 2025Q3: 303,105 shares; 2025Q4: 303,462 shares; 2026Q1: 321,144 shares 321,144 $45.7M 0.29% +17,682 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,942 shares; 2024Q4: 751,711 shares; 2025Q1: 767,535 shares; 2025Q2: 861,371 shares; 2025Q3: 940,625 shares; 2025Q4: 957,742 shares; 2026Q1: 970,475 shares 970,475 $45.7M 0.29% +12,733 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,331 shares; 2024Q4: 520,654 shares; 2025Q1: 526,539 shares; 2025Q2: 547,471 shares; 2025Q3: 573,382 shares; 2025Q4: 586,244 shares; 2026Q1: 614,973 shares 614,973 $45.6M 0.29% +28,729 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: 474,191 shares; 2024Q4: 528,696 shares; 2025Q1: 590,988 shares; 2025Q2: 632,981 shares; 2025Q3: 689,833 shares; 2025Q4: 738,586 shares; 2026Q1: 690,721 shares 690,721 $45.2M 0.29% -47,865 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: 2,945,120 shares; 2024Q4: 2,808,080 shares; 2025Q1: 2,449,210 shares; 2025Q2: 2,307,310 shares; 2025Q3: 2,263,760 shares; 2025Q4: 2,205,330 shares; 2026Q1: 1,722,770 shares 1,722,770 $44.4M 0.29% -482,560 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: 24,075 shares; 2024Q4: 27,021 shares; 2025Q1: 31,631 shares; 2025Q2: 35,392 shares; 2025Q3: 39,428 shares; 2025Q4: 39,663 shares; 2026Q1: 48,248 shares 48,248 $43.4M 0.28% +8,585 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,831 shares; 2024Q4: 73,778 shares; 2025Q1: 174,520 shares; 2025Q2: 453,874 shares; 2025Q3: 606,189 shares; 2025Q4: 687,647 shares; 2026Q1: 980,811 shares 980,811 $43.2M 0.28% +293,164 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,040 shares; 2024Q4: 1,071,510 shares; 2025Q1: 1,077,520 shares; 2025Q2: 1,092,250 shares; 2025Q3: 1,087,020 shares; 2025Q4: 1,094,430 shares; 2026Q1: 1,087,520 shares 1,087,520 $43.1M 0.28% -6,910 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: 249,530 shares; 2024Q4: 264,891 shares; 2025Q1: 247,461 shares; 2025Q2: 251,899 shares; 2025Q3: 267,146 shares; 2025Q4: 276,433 shares; 2026Q1: 248,081 shares 248,081 $41.7M 0.27% -28,352 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: 529,972 shares; 2024Q4: 589,210 shares; 2025Q1: 583,864 shares; 2025Q2: 580,693 shares; 2025Q3: 651,912 shares; 2025Q4: 732,102 shares; 2026Q1: 764,429 shares 764,429 $41.6M 0.27% +32,327 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: 353,885 shares; 2024Q4: 342,720 shares; 2025Q1: 380,396 shares; 2025Q2: 468,327 shares; 2025Q3: 529,908 shares; 2025Q4: 572,352 shares; 2026Q1: 607,461 shares 607,461 $40.8M 0.26% +35,109 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365,046 shares; 2025Q2: 476,065 shares; 2025Q3: 562,832 shares; 2025Q4: 647,478 shares; 2026Q1: 725,092 shares 725,092 $40.3M 0.26% +77,614 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: 343,023 shares; 2024Q4: 325,488 shares; 2025Q1: 363,649 shares; 2025Q2: 406,057 shares; 2025Q3: 424,529 shares; 2025Q4: 451,925 shares; 2026Q1: 373,948 shares 373,948 $40.1M 0.26% -77,977 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,130 shares; 2024Q4: 994,484 shares; 2025Q1: 1,106,860 shares; 2025Q2: 1,251,220 shares; 2025Q3: 1,204,440 shares; 2025Q4: 1,278,390 shares; 2026Q1: 1,362,930 shares 1,362,930 $39.3M 0.25% +84,540 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,963 shares; 2024Q4: 226,579 shares; 2025Q1: 205,632 shares; 2025Q2: 255,061 shares; 2025Q3: 215,889 shares; 2025Q4: 216,101 shares; 2026Q1: 777,872 shares 777,872 $38.8M 0.25% +561,771 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: 62,352 shares; 2024Q4: 63,640 shares; 2025Q1: 68,090 shares; 2025Q2: 74,507 shares; 2025Q3: 79,256 shares; 2025Q4: 67,034 shares; 2026Q1: 113,333 shares 113,333 $38.4M 0.25% +46,299 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736,326 shares; 2024Q4: 822,219 shares; 2025Q1: 856,631 shares; 2025Q2: 954,862 shares; 2025Q3: 1,076,650 shares; 2025Q4: 1,196,060 shares; 2026Q1: 1,281,580 shares 1,281,580 $38.3M 0.25% +85,520 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: 61,348 shares; 2024Q4: 58,372 shares; 2025Q1: 61,293 shares; 2025Q2: 73,272 shares; 2025Q3: 77,512 shares; 2025Q4: 82,171 shares; 2026Q1: 170,552 shares 170,552 $38.1M 0.25% +88,381 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: 737,593 shares; 2024Q4: 765,332 shares; 2025Q1: 763,521 shares; 2025Q2: 908,275 shares; 2025Q3: 934,652 shares; 2025Q4: 989,650 shares; 2026Q1: 1,271,653 shares 1,271,653 $38M 0.24% +282,003 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,126 shares; 2024Q4: 345,791 shares; 2025Q1: 417,642 shares; 2025Q2: 450,209 shares; 2025Q3: 526,329 shares; 2025Q4: 596,720 shares; 2026Q1: 756,132 shares 756,132 $37.7M 0.24% +159,412 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: 158,076 shares; 2024Q4: 139,989 shares; 2025Q1: 131,252 shares; 2025Q2: 149,352 shares; 2025Q3: 155,472 shares; 2025Q4: 162,528 shares; 2026Q1: 216,619 shares 216,619 $37.6M 0.24% +54,091 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,799 shares; 2024Q4: 556,474 shares; 2025Q1: 727,622 shares; 2025Q2: 830,227 shares; 2025Q3: 954,554 shares; 2025Q4: 1,003,850 shares; 2026Q1: 1,091,040 shares 1,091,040 $37.4M 0.24% +87,190 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,467 shares; 2024Q4: 741,856 shares; 2025Q1: 761,640 shares; 2025Q2: 637,569 shares; 2025Q3: 675,396 shares; 2025Q4: 698,274 shares; 2026Q1: 845,161 shares 845,161 $37.2M 0.24% +146,887 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: 317,162 shares; 2024Q4: 341,006 shares; 2025Q1: 388,959 shares; 2025Q2: 414,793 shares; 2025Q3: 461,792 shares; 2025Q4: 499,151 shares; 2026Q1: 534,531 shares 534,531 $37.1M 0.24% +35,380 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,535 shares; 2024Q4: 551,877 shares; 2025Q1: 574,322 shares; 2025Q2: 693,951 shares; 2025Q3: 680,954 shares; 2025Q4: 693,873 shares; 2026Q1: 734,664 shares 734,664 $37.1M 0.24% +40,791 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,944 shares; 2024Q4: 336,715 shares; 2025Q1: 353,171 shares; 2025Q2: 366,353 shares; 2025Q3: 380,524 shares; 2025Q4: 390,259 shares; 2026Q1: 449,400 shares 449,400 $37.1M 0.24% +59,141 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,940 shares; 2024Q4: 438,721 shares; 2025Q1: 430,677 shares; 2025Q2: 379,065 shares; 2025Q3: 432,297 shares; 2025Q4: 564,497 shares; 2026Q1: 533,875 shares 533,875 $36.7M 0.24% -30,622 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: 23,958 shares; 2024Q4: 25,361 shares; 2025Q1: 28,562 shares; 2025Q2: 37,354 shares; 2025Q3: 71,535 shares; 2025Q4: 96,826 shares; 2026Q1: 167,739 shares 167,739 $36.2M 0.23% +70,913 Timeline MLRG 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: 436,934 shares; 2024Q4: 393,698 shares; 2025Q1: 384,014 shares; 2025Q2: 384,122 shares; 2025Q3: 382,991 shares; 2025Q4: 383,286 shares; 2026Q1: 381,156 shares 381,156 $36M 0.23% -2,130 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930,989 shares; 2024Q4: 826,678 shares; 2025Q1: 806,343 shares; 2025Q2: 714,814 shares; 2025Q3: 608,361 shares; 2025Q4: 547,417 shares; 2026Q1: 591,690 shares 591,690 $35.6M 0.23% +44,273 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,350 shares; 2024Q4: 415,752 shares; 2025Q1: 481,259 shares; 2025Q2: 515,423 shares; 2025Q3: 483,731 shares; 2025Q4: 525,998 shares; 2026Q1: 613,104 shares 613,104 $35.5M 0.23% +87,106 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,780 shares; 2024Q4: 93,953 shares; 2025Q1: 372,620 shares; 2025Q2: 414,144 shares; 2025Q3: 489,969 shares; 2025Q4: 515,306 shares; 2026Q1: 559,839 shares 559,839 $35.4M 0.23% +44,533 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: 469,779 shares; 2024Q4: 1,482,320 shares; 2025Q1: 1,729,280 shares; 2025Q2: 1,901,560 shares; 2025Q3: 1,543,250 shares; 2025Q4: 1,139,550 shares; 2026Q1: 1,263,537 shares 1,263,537 $34.7M 0.22% +123,987 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: 276,277 shares; 2024Q4: 160,175 shares; 2025Q1: 224,328 shares; 2025Q2: 176,037 shares; 2025Q3: 216,582 shares; 2025Q4: 275,616 shares; 2026Q1: 275,772 shares 275,772 $33.9M 0.22% +156 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729,956 shares 729,956 $33.3M 0.21% new 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: 204,526 shares; 2024Q4: 205,987 shares; 2025Q1: 183,902 shares; 2025Q2: 188,102 shares; 2025Q3: 210,170 shares; 2025Q4: 193,127 shares; 2026Q1: 151,784 shares 151,784 $32.2M 0.21% -41,343 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: 200,519 shares; 2024Q4: 145,845 shares; 2025Q1: 147,576 shares; 2025Q2: 167,834 shares; 2025Q3: 226,875 shares; 2025Q4: 185,665 shares; 2026Q1: 201,041 shares 201,041 $31M 0.2% +15,376 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755,595 shares; 2024Q4: 760,357 shares; 2025Q1: 725,772 shares; 2025Q2: 734,389 shares; 2025Q3: 708,390 shares; 2025Q4: 661,057 shares; 2026Q1: 656,774 shares 656,774 $30.8M 0.2% -4,283 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: 26,522 shares; 2024Q4: 35,662 shares; 2025Q1: 41,627 shares; 2025Q2: 76,977 shares; 2025Q3: 87,285 shares; 2025Q4: 88,630 shares; 2026Q1: 164,102 shares 164,102 $30.5M 0.2% +75,472 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,798 shares; 2024Q4: 231,005 shares; 2025Q1: 296,854 shares; 2025Q2: 290,218 shares; 2025Q3: 653,759 shares; 2025Q4: 697,947 shares; 2026Q1: 1,038,830 shares 1,038,830 $30.4M 0.2% +340,883 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: 591,629 shares; 2024Q4: 671,311 shares; 2025Q1: 698,984 shares; 2025Q2: 771,981 shares; 2025Q3: 857,979 shares; 2025Q4: 1,005,270 shares; 2026Q1: 1,313,590 shares 1,313,590 $30.2M 0.19% +308,320 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: 1,129,077 shares; 2024Q4: 1,186,315 shares; 2025Q1: 1,163,540 shares; 2025Q2: 1,244,055 shares; 2025Q3: 1,253,915 shares; 2025Q4: 1,344,695 shares; 2026Q1: 1,385,190 shares 1,385,190 $30M 0.19% +40,495 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,316 shares; 2025Q2: 127,910 shares; 2025Q3: 164,670 shares; 2025Q4: 188,842 shares; 2026Q1: 215,571 shares 215,571 $28.6M 0.18% +26,729 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: 79,325 shares; 2024Q4: 91,158 shares; 2025Q1: 89,487 shares; 2025Q2: 118,961 shares; 2025Q3: 122,143 shares; 2025Q4: 140,180 shares; 2026Q1: 213,465 shares 213,465 $28.3M 0.18% +73,285 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: 173,184 shares; 2024Q4: 187,366 shares; 2025Q1: 206,136 shares; 2025Q2: 235,674 shares; 2025Q3: 249,360 shares; 2025Q4: 616,604 shares; 2026Q1: 655,108 shares 655,108 $28.1M 0.18% +38,504 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: 16,409 shares; 2024Q4: 19,971 shares; 2025Q1: 22,174 shares; 2025Q2: 26,233 shares; 2025Q3: 27,757 shares; 2025Q4: 29,804 shares; 2026Q1: 31,458 shares 31,458 $27.6M 0.18% +1,654 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,220 shares; 2024Q4: 294,010 shares; 2025Q1: 311,127 shares; 2025Q2: 327,205 shares; 2025Q3: 324,530 shares; 2025Q4: 317,208 shares; 2026Q1: 300,150 shares 300,150 $27.3M 0.18% -17,058 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,177 shares; 2024Q4: 453,205 shares; 2025Q1: 396,704 shares; 2025Q2: 390,168 shares; 2025Q3: 339,328 shares; 2025Q4: 330,847 shares; 2026Q1: 330,315 shares 330,315 $27.2M 0.18% -532 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537,950 shares; 2024Q4: 797,935 shares; 2025Q1: 603,403 shares; 2025Q2: 609,786 shares; 2025Q3: 595,572 shares; 2025Q4: 624,863 shares; 2026Q1: 534,582 shares 534,582 $27M 0.17% -90,281 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,946 shares; 2024Q4: 40,425 shares; 2025Q1: 52,867 shares; 2025Q2: 138,737 shares; 2025Q3: 168,481 shares; 2025Q4: 195,183 shares; 2026Q1: 663,333 shares 663,333 $26.6M 0.17% +468,150 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: 14,711 shares; 2024Q4: 18,778 shares; 2025Q1: 20,899 shares; 2025Q2: 23,145 shares; 2025Q3: 26,634 shares; 2025Q4: 29,654 shares; 2026Q1: 37,825 shares 37,825 $26.3M 0.17% +8,171 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: 91,767 shares; 2024Q4: 98,676 shares; 2025Q1: 126,123 shares; 2025Q2: 136,771 shares; 2025Q3: 146,609 shares; 2025Q4: 152,043 shares; 2026Q1: 137,277 shares 137,277 $26.3M 0.17% -14,766 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: 21,470 shares; 2024Q4: 23,227 shares; 2025Q1: 26,772 shares; 2025Q2: 31,095 shares; 2025Q3: 33,613 shares; 2025Q4: 34,913 shares; 2026Q1: 46,458 shares 46,458 $25.9M 0.17% +11,545 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: 34,561 shares; 2024Q4: 39,457 shares; 2025Q1: 43,594 shares; 2025Q2: 45,275 shares; 2025Q3: 46,032 shares; 2025Q4: 50,078 shares; 2026Q1: 74,537 shares 74,537 $25.4M 0.16% +24,459 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: 96,140 shares; 2024Q4: 96,687 shares; 2025Q1: 97,635 shares; 2025Q2: 97,009 shares; 2025Q3: 102,662 shares; 2025Q4: 107,799 shares; 2026Q1: 116,511 shares 116,511 $24.9M 0.16% +8,712 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,140 shares; 2024Q4: 179,883 shares; 2025Q1: 377,051 shares; 2025Q2: 449,160 shares; 2025Q3: 525,782 shares; 2025Q4: 570,221 shares; 2026Q1: 674,785 shares 674,785 $24.8M 0.16% +104,564 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: 39,723 shares; 2024Q4: 42,907 shares; 2025Q1: 47,005 shares; 2025Q2: 49,835 shares; 2025Q3: 58,176 shares; 2025Q4: 60,374 shares; 2026Q1: 88,097 shares 88,097 $24.8M 0.16% +27,723 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,868 shares; 2024Q4: 130,346 shares; 2025Q1: 145,535 shares; 2025Q2: 138,773 shares; 2025Q3: 168,459 shares; 2025Q4: 204,989 shares; 2026Q1: 248,255 shares 248,255 $24.4M 0.16% +43,266 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: 75,947 shares; 2024Q4: 76,688 shares; 2025Q1: 82,454 shares; 2025Q2: 86,517 shares; 2025Q3: 92,107 shares; 2025Q4: 105,618 shares; 2026Q1: 111,897 shares 111,897 $24.2M 0.16% +6,279 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: 290,064 shares; 2024Q4: 279,649 shares; 2025Q1: 263,614 shares; 2025Q2: 242,160 shares; 2025Q3: 249,226 shares; 2025Q4: 260,476 shares; 2026Q1: 478,478 shares 478,478 $23.7M 0.15% +218,002 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: 109,184 shares; 2024Q4: 482,027 shares; 2025Q1: 658,589 shares; 2025Q2: 601,834 shares; 2025Q3: 542,009 shares; 2025Q4: 638,994 shares; 2026Q1: 726,796 shares 726,796 $23.7M 0.15% +87,802 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: 239,788 shares; 2024Q4: 114,086 shares; 2025Q1: 80,834 shares; 2025Q2: 160,757 shares; 2025Q3: 123,237 shares; 2025Q4: 334,118 shares; 2026Q1: 523,453 shares 523,453 $23.7M 0.15% +189,335 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: 124,374 shares; 2025Q3: 338,434 shares; 2025Q4: 484,232 shares; 2026Q1: 709,777 shares 709,777 $23.6M 0.15% +225,545 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 30,600 shares; 2025Q1: 25,548 shares; 2025Q2: 25,368 shares; 2025Q3: 28,101 shares; 2025Q4: 38,102 shares; 2026Q1: 49,253 shares 49,253 $23.6M 0.15% +11,151 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 88,458 shares; 2025Q1: 113,456 shares; 2025Q2: 121,320 shares; 2025Q3: 140,122 shares; 2025Q4: 148,320 shares; 2026Q1: 167,728 shares 167,728 $23.2M 0.15% +19,408 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: 55,280 shares; 2024Q4: 61,882 shares; 2025Q1: 63,495 shares; 2025Q2: 62,749 shares; 2025Q3: 65,006 shares; 2025Q4: 79,119 shares; 2026Q1: 100,213 shares 100,213 $22.7M 0.15% +21,094 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: 15,589 shares; 2024Q4: 31,632 shares; 2025Q1: 38,008 shares; 2025Q2: 45,115 shares; 2025Q3: 52,592 shares; 2025Q4: 58,826 shares; 2026Q1: 123,366 shares 123,366 $22.2M 0.14% +64,540 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,823 shares; 2024Q4: 99,758 shares; 2025Q1: 109,583 shares; 2025Q2: 102,940 shares; 2025Q3: 101,588 shares; 2025Q4: 76,584 shares; 2026Q1: 220,334 shares 220,334 $21.9M 0.14% +143,750 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: 14,708 shares; 2024Q4: 15,295 shares; 2025Q1: 17,546 shares; 2025Q2: 23,033 shares; 2025Q3: 23,970 shares; 2025Q4: 22,422 shares; 2026Q1: 36,174 shares 36,174 $21.6M 0.14% +13,752 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: 4,924 shares; 2024Q4: 6,269 shares; 2025Q1: 8,795 shares; 2025Q2: 7,321 shares; 2025Q3: 9,737 shares; 2025Q4: 51,567 shares; 2026Q1: 145,324 shares 145,324 $21.5M 0.14% +93,757 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: 75,316 shares; 2024Q4: 65,597 shares; 2025Q1: 71,042 shares; 2025Q2: 76,054 shares; 2025Q3: 79,794 shares; 2025Q4: 81,295 shares; 2026Q1: 126,276 shares 126,276 $21.4M 0.14% +44,981 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: 131,002 shares; 2024Q4: 139,768 shares; 2025Q1: 145,587 shares; 2025Q2: 161,452 shares; 2025Q3: 167,760 shares; 2025Q4: 189,493 shares; 2026Q1: 295,049 shares 295,049 $21.3M 0.14% +105,556 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: 132,590 shares; 2024Q4: 181,510 shares; 2025Q1: 280,592 shares; 2025Q2: 262,464 shares; 2025Q3: 332,868 shares; 2025Q4: 332,338 shares; 2026Q1: 357,860 shares 357,860 $21.2M 0.14% +25,522 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,876 shares; 2024Q4: 245,762 shares; 2025Q1: 181,045 shares; 2025Q2: 291,794 shares; 2025Q3: 248,814 shares; 2025Q4: 204,721 shares; 2026Q1: 323,646 shares 323,646 $21.2M 0.14% +118,925 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: 72,291 shares; 2024Q4: 52,403 shares; 2025Q1: 67,046 shares; 2025Q2: 77,661 shares; 2025Q3: 84,990 shares; 2025Q4: 95,892 shares; 2026Q1: 272,220 shares 272,220 $21.1M 0.14% +176,328 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 8,494 shares; 2025Q1: 10,845 shares; 2025Q2: 14,316 shares; 2025Q3: 16,524 shares; 2025Q4: 186,738 shares; 2026Q1: 222,690 shares 222,690 $21M 0.14% +35,952 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: 174,325 shares; 2024Q4: 183,824 shares; 2025Q1: 132,929 shares; 2025Q2: 109,815 shares; 2025Q3: 139,608 shares; 2025Q4: 126,067 shares; 2026Q1: 135,273 shares 135,273 $21M 0.14% +9,206 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,468 shares; 2024Q4: 38,812 shares; 2025Q1: 44,093 shares; 2025Q2: 49,361 shares; 2025Q3: 62,203 shares; 2025Q4: 67,795 shares; 2026Q1: 58,123 shares 58,123 $20.9M 0.13% -9,672 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 437,243 shares; 2025Q1: 497,867 shares; 2025Q2: 557,191 shares; 2025Q3: 630,412 shares; 2025Q4: 694,961 shares; 2026Q1: 933,720 shares 933,720 $20.9M 0.13% +238,759 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: 347,680 shares; 2024Q4: 420,013 shares; 2025Q1: 421,803 shares; 2025Q2: 457,708 shares; 2025Q3: 471,215 shares; 2025Q4: 397,387 shares; 2026Q1: 442,789 shares 442,789 $20.9M 0.13% +45,402 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: 253,183 shares; 2024Q4: 336,502 shares; 2025Q1: 439,333 shares; 2025Q2: 508,235 shares; 2025Q3: 510,192 shares; 2025Q4: 561,529 shares; 2026Q1: 537,002 shares 537,002 $20.6M 0.13% -24,527 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: 18,491 shares; 2024Q4: 18,438 shares; 2025Q1: 19,031 shares; 2025Q2: 19,269 shares; 2025Q3: 19,153 shares; 2025Q4: 19,413 shares; 2026Q1: 156,552 shares 156,552 $20.6M 0.13% +137,139 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,562 shares; 2024Q4: 275,106 shares; 2025Q1: 289,658 shares; 2025Q2: 310,008 shares; 2025Q3: 325,254 shares; 2025Q4: 342,356 shares; 2026Q1: 340,948 shares 340,948 $20.3M 0.13% -1,408 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,345 shares; 2024Q4: 37,500 shares; 2025Q1: 49,831 shares; 2025Q2: 67,742 shares; 2025Q3: 103,225 shares; 2025Q4: 116,248 shares; 2026Q1: 128,625 shares 128,625 $20.2M 0.13% +12,377 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: 90,227 shares; 2024Q4: 100,591 shares; 2025Q1: 108,146 shares; 2025Q2: 116,784 shares; 2025Q3: 125,712 shares; 2025Q4: 134,020 shares; 2026Q1: 144,431 shares 144,431 $20.1M 0.13% +10,411 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: 194,661 shares; 2024Q4: 203,108 shares; 2025Q1: 216,519 shares; 2025Q2: 225,572 shares; 2025Q3: 244,533 shares; 2025Q4: 254,896 shares; 2026Q1: 275,863 shares 275,863 $19.5M 0.13% +20,967 Timeline MEAR 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: 385,125 shares 385,125 $19.4M 0.12% new 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: 294,000 shares; 2024Q4: 300,753 shares; 2025Q1: 323,716 shares; 2025Q2: 370,871 shares; 2025Q3: 418,287 shares; 2025Q4: 410,362 shares; 2026Q1: 588,378 shares 588,378 $19.1M 0.12% +178,016 Timeline QGRO 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: 149,012 shares; 2024Q4: 160,298 shares; 2025Q1: 127,818 shares; 2025Q2: 140,554 shares; 2025Q3: 147,911 shares; 2025Q4: 153,539 shares; 2026Q1: 164,538 shares 164,538 $18.8M 0.12% +10,999 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: 196,235 shares; 2024Q4: 189,721 shares; 2025Q1: 189,617 shares; 2025Q2: 209,613 shares; 2025Q3: 206,756 shares; 2025Q4: 273,005 shares; 2026Q1: 398,372 shares 398,372 $18.5M 0.12% +125,367 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,650 shares; 2024Q4: 319,680 shares; 2025Q1: 87,938 shares; 2025Q2: 180,591 shares; 2025Q3: 203,200 shares; 2025Q4: 270,251 shares; 2026Q1: 325,500 shares 325,500 $18.4M 0.12% +55,249 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: 29,258 shares; 2024Q4: 42,731 shares; 2025Q1: 41,727 shares; 2025Q2: 39,303 shares; 2025Q3: 39,253 shares; 2025Q4: 92,567 shares; 2026Q1: 153,555 shares 153,555 $18.3M 0.12% +60,988 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: 74,909 shares; 2024Q4: 69,743 shares; 2025Q1: 75,634 shares; 2025Q2: 84,203 shares; 2025Q3: 92,643 shares; 2025Q4: 95,804 shares; 2026Q1: 131,247 shares 131,247 $18.3M 0.12% +35,443 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,664 shares; 2024Q4: 54,712 shares; 2025Q1: 59,738 shares; 2025Q2: 162,054 shares; 2025Q3: 215,804 shares; 2025Q4: 275,467 shares; 2026Q1: 343,317 shares 343,317 $18.1M 0.12% +67,850 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: 383,640 shares; 2024Q4: 389,829 shares; 2025Q1: 190,837 shares; 2025Q2: 175,389 shares; 2025Q3: 175,676 shares; 2025Q4: 202,099 shares; 2026Q1: 191,799 shares 191,799 $18.1M 0.12% -10,300 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: 21,975 shares; 2024Q4: 22,533 shares; 2025Q1: 22,869 shares; 2025Q2: 25,696 shares; 2025Q3: 26,445 shares; 2025Q4: 28,340 shares; 2026Q1: 58,570 shares 58,570 $18M 0.12% +30,230 Timeline PID 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: 327,661 shares; 2024Q4: 363,589 shares; 2025Q1: 405,505 shares; 2025Q2: 452,396 shares; 2025Q3: 505,941 shares; 2025Q4: 727,943 shares; 2026Q1: 817,477 shares 817,477 $18M 0.12% +89,534 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: 28,068 shares; 2024Q4: 30,658 shares; 2025Q1: 35,224 shares; 2025Q2: 46,015 shares; 2025Q3: 54,492 shares; 2025Q4: 58,706 shares; 2026Q1: 156,511 shares 156,511 $17.9M 0.12% +97,805 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,965 shares; 2024Q4: 652,294 shares; 2025Q1: 621,220 shares; 2025Q2: 639,987 shares; 2025Q3: 583,317 shares; 2025Q4: 536,365 shares; 2026Q1: 245,526 shares 245,526 $17.5M 0.11% -290,839 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: 20,732 shares; 2024Q4: 24,558 shares; 2025Q1: 37,503 shares; 2025Q2: 43,586 shares; 2025Q3: 52,137 shares; 2025Q4: 53,142 shares; 2026Q1: 90,217 shares 90,217 $17.4M 0.11% +37,075 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,203 shares; 2024Q4: 94,753 shares; 2025Q1: 97,002 shares; 2025Q2: 103,340 shares; 2025Q3: 105,492 shares; 2025Q4: 107,764 shares; 2026Q1: 122,603 shares 122,603 $17.4M 0.11% +14,839 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,332 shares; 2024Q4: 38,068 shares; 2025Q1: 39,352 shares; 2025Q2: 46,002 shares; 2025Q3: 45,494 shares; 2025Q4: 52,078 shares; 2026Q1: 106,309 shares 106,309 $17.3M 0.11% +54,231 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,721 shares; 2024Q4: 126,185 shares; 2025Q1: 141,756 shares; 2025Q2: 173,470 shares; 2025Q3: 205,571 shares; 2025Q4: 222,780 shares; 2026Q1: 241,711 shares 241,711 $17.2M 0.11% +18,931 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,251 shares; 2024Q4: 283,183 shares; 2025Q1: 291,855 shares; 2025Q2: 313,007 shares; 2025Q3: 353,325 shares; 2025Q4: 716,517 shares; 2026Q1: 725,940 shares 725,940 $17.2M 0.11% +9,423 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: 83,843 shares; 2024Q4: 139,239 shares; 2025Q1: 85,484 shares; 2025Q2: 84,764 shares; 2025Q3: 87,206 shares; 2025Q4: 80,381 shares; 2026Q1: 154,824 shares 154,824 $17.2M 0.11% +74,443 Timeline SLYG 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: 249,019 shares; 2024Q4: 276,821 shares; 2025Q1: 230,598 shares; 2025Q2: 307,958 shares; 2025Q3: 320,243 shares; 2025Q4: 336,616 shares; 2026Q1: 182,166 shares 182,166 $17.2M 0.11% -154,450 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: 10,792 shares; 2024Q4: 15,407 shares; 2025Q1: 19,745 shares; 2025Q2: 24,450 shares; 2025Q3: 29,509 shares; 2025Q4: 32,119 shares; 2026Q1: 53,633 shares 53,633 $17.1M 0.11% +21,514 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: 145,975 shares; 2024Q4: 214,305 shares; 2025Q1: 321,459 shares; 2025Q2: 405,423 shares; 2025Q3: 462,318 shares; 2025Q4: 405,509 shares; 2026Q1: 332,358 shares 332,358 $16.8M 0.11% -73,151 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,096 shares; 2024Q4: 109,682 shares; 2025Q1: 252,779 shares; 2025Q2: 102,991 shares; 2025Q3: 103,084 shares; 2025Q4: 102,214 shares; 2026Q1: 98,015 shares 98,015 $16.7M 0.11% -4,199 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: 85,654 shares; 2024Q4: 83,664 shares; 2025Q1: 119,632 shares; 2025Q2: 194,198 shares; 2025Q3: 245,421 shares; 2025Q4: 265,294 shares; 2026Q1: 258,340 shares 258,340 $16.7M 0.11% -6,954 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: 28,821 shares; 2024Q4: 31,998 shares; 2025Q1: 35,102 shares; 2025Q2: 27,165 shares; 2025Q3: 25,553 shares; 2025Q4: 26,160 shares; 2026Q1: 33,064 shares 33,064 $16.7M 0.11% +6,904 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: 157,987 shares; 2024Q4: 12,856 shares; 2025Q1: 10,855 shares; 2025Q2: 10,573 shares; 2025Q3: 9,364 shares; 2025Q4: 139,134 shares; 2026Q1: 172,372 shares 172,372 $16.6M 0.11% +33,238 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: 178,150 shares; 2024Q4: 140,056 shares; 2025Q1: 195,130 shares; 2025Q2: 204,815 shares; 2025Q3: 214,504 shares; 2025Q4: 208,688 shares; 2026Q1: 206,844 shares 206,844 $16.5M 0.11% -1,844 Timeline EMGF 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: 153,635 shares; 2024Q4: 167,811 shares; 2025Q1: 182,980 shares; 2025Q2: 197,085 shares; 2025Q3: 240,024 shares; 2025Q4: 270,722 shares; 2026Q1: 280,213 shares 280,213 $16.2M 0.1% +9,491 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: 210,072 shares; 2024Q4: 183,581 shares; 2025Q1: 193,940 shares; 2025Q2: 196,419 shares; 2025Q3: 210,581 shares; 2025Q4: 231,021 shares; 2026Q1: 331,227 shares 331,227 $16.1M 0.1% +100,206 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,097 shares; 2024Q4: 566,159 shares; 2025Q1: 588,640 shares; 2025Q2: 679,727 shares; 2025Q3: 665,745 shares; 2025Q4: 678,524 shares; 2026Q1: 836,357 shares 836,357 $16M 0.1% +157,833 Timeline IWY 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: 179,883 shares; 2024Q4: 153,991 shares; 2025Q1: 56,785 shares; 2025Q2: 55,325 shares; 2025Q3: 57,595 shares; 2025Q4: 63,752 shares; 2026Q1: 56,831 shares 56,831 $15.7M 0.1% -6,921 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: 67,772 shares; 2024Q4: 103,097 shares; 2025Q1: 111,123 shares; 2025Q2: 107,823 shares; 2025Q3: 117,795 shares; 2025Q4: 139,765 shares; 2026Q1: 158,499 shares 158,499 $15.7M 0.1% +18,734 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: 21,370 shares; 2024Q4: 26,970 shares; 2025Q1: 28,127 shares; 2025Q2: 28,802 shares; 2025Q3: 34,249 shares; 2025Q4: 39,718 shares; 2026Q1: 50,819 shares 50,819 $15.5M 0.1% +11,101 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: 124,441 shares; 2024Q4: 104,553 shares; 2025Q1: 218,718 shares; 2025Q2: 242,355 shares; 2025Q3: 269,805 shares; 2025Q4: 283,885 shares; 2026Q1: 307,301 shares 307,301 $15.5M 0.1% +23,416 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: 29,887 shares; 2024Q4: 33,631 shares; 2025Q1: 41,728 shares; 2025Q2: 46,758 shares; 2025Q3: 52,722 shares; 2025Q4: 53,128 shares; 2026Q1: 75,720 shares 75,720 $15.4M 0.1% +22,592 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,681 shares; 2024Q4: 594,103 shares; 2025Q1: 679,222 shares; 2025Q2: 685,767 shares; 2025Q3: 645,507 shares; 2025Q4: 600,933 shares; 2026Q1: 609,520 shares 609,520 $15.3M 0.1% +8,587 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 27,906 shares; 2025Q1: 21,703 shares; 2025Q2: 27,045 shares; 2025Q3: 44,756 shares; 2025Q4: 58,821 shares; 2026Q1: 138,295 shares 138,295 $15.2M 0.1% +79,474 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 25,091 shares; 2025Q2: 44,678 shares; 2025Q3: 314,362 shares; 2025Q4: 358,133 shares; 2026Q1: 416,026 shares 416,026 $15.1M 0.1% +57,893 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: 135,405 shares; 2024Q4: 132,828 shares; 2025Q1: 143,730 shares; 2025Q2: 154,106 shares; 2025Q3: 157,103 shares; 2025Q4: 155,082 shares; 2026Q1: 144,674 shares 144,674 $15.1M 0.1% -10,408 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: 57,348 shares; 2024Q4: 67,209 shares; 2025Q1: 73,033 shares; 2025Q2: 86,012 shares; 2025Q3: 88,173 shares; 2025Q4: 89,432 shares; 2026Q1: 95,051 shares 95,051 $15M 0.1% +5,619 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: 70,011 shares; 2024Q4: 49,224 shares; 2025Q1: 52,046 shares; 2025Q2: 57,898 shares; 2025Q3: 59,625 shares; 2025Q4: 56,703 shares; 2026Q1: 104,119 shares 104,119 $15M 0.1% +47,416 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,261 shares; 2024Q4: 296,938 shares; 2025Q1: 287,112 shares; 2025Q2: 355,035 shares; 2025Q3: 410,617 shares; 2025Q4: 389,992 shares; 2026Q1: 415,783 shares 415,783 $14.9M 0.1% +25,791 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,040 shares; 2024Q4: 65,913 shares; 2025Q1: 100,494 shares; 2025Q2: 197,847 shares; 2025Q3: 233,233 shares; 2025Q4: 259,038 shares; 2026Q1: 501,365 shares 501,365 $14.8M 0.1% +242,327 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: 176,190 shares; 2024Q4: 222,196 shares; 2025Q1: 255,037 shares; 2025Q2: 294,499 shares; 2025Q3: 339,476 shares; 2025Q4: 451,499 shares; 2026Q1: 490,145 shares 490,145 $14.8M 0.1% +38,646 Timeline IOO 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: 94,806 shares; 2024Q4: 115,922 shares; 2025Q1: 128,923 shares; 2025Q2: 117,856 shares; 2025Q3: 128,100 shares; 2025Q4: 130,723 shares; 2026Q1: 116,114 shares 116,114 $14.7M 0.09% -14,609 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: 116,898 shares; 2024Q4: 112,672 shares; 2025Q1: 123,616 shares; 2025Q2: 148,996 shares; 2025Q3: 165,998 shares; 2025Q4: 188,584 shares; 2026Q1: 273,516 shares 273,516 $14.7M 0.09% +84,932 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: 9,948 shares; 2024Q4: 11,593 shares; 2025Q1: 12,885 shares; 2025Q2: 16,853 shares; 2025Q3: 18,142 shares; 2025Q4: 22,067 shares; 2026Q1: 32,007 shares 32,007 $14.6M 0.09% +9,940 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,555 shares; 2024Q4: 313,340 shares; 2025Q1: 310,811 shares; 2025Q2: 199,889 shares; 2025Q3: 195,579 shares; 2025Q4: 142,529 shares; 2026Q1: 124,991 shares 124,991 $14.6M 0.09% -17,538 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,208 shares; 2024Q4: 260,284 shares; 2025Q1: 225,638 shares; 2025Q2: 222,668 shares; 2025Q3: 234,924 shares; 2025Q4: 249,551 shares; 2026Q1: 304,508 shares 304,508 $14.6M 0.09% +54,957 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,579 shares; 2024Q4: 345,376 shares; 2025Q1: 404,639 shares; 2025Q2: 386,294 shares; 2025Q3: 445,797 shares; 2025Q4: 490,698 shares; 2026Q1: 577,807 shares 577,807 $14.5M 0.09% +87,109 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,828 shares; 2024Q4: 396,914 shares; 2025Q1: 403,838 shares; 2025Q2: 425,066 shares; 2025Q3: 429,229 shares; 2025Q4: 440,843 shares; 2026Q1: 442,174 shares 442,174 $14.5M 0.09% +1,331 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: 110,149 shares; 2024Q4: 104,896 shares; 2025Q1: 106,473 shares; 2025Q2: 111,763 shares; 2025Q3: 113,667 shares; 2025Q4: 100,446 shares; 2026Q1: 130,896 shares 130,896 $14.4M 0.09% +30,450 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: 12,235 shares; 2024Q4: 12,287 shares; 2025Q1: 12,449 shares; 2025Q2: 12,137 shares; 2025Q3: 12,492 shares; 2025Q4: 16,109 shares; 2026Q1: 42,411 shares 42,411 $14.3M 0.09% +26,302 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: 22,346 shares; 2024Q4: 22,975 shares; 2025Q1: 25,247 shares; 2025Q2: 29,399 shares; 2025Q3: 29,349 shares; 2025Q4: 42,460 shares; 2026Q1: 46,623 shares 46,623 $14.3M 0.09% +4,163 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,698 shares; 2025Q1: 22,787 shares; 2025Q2: 69,849 shares; 2025Q3: 110,762 shares; 2025Q4: 153,888 shares; 2026Q1: 190,593 shares 190,593 $14.3M 0.09% +36,705 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: 48,868 shares; 2024Q4: 49,940 shares; 2025Q1: 53,361 shares; 2025Q2: 61,579 shares; 2025Q3: 62,495 shares; 2025Q4: 67,940 shares; 2026Q1: 162,553 shares 162,553 $14.2M 0.09% +94,613 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: 43,289 shares; 2024Q4: 40,556 shares; 2025Q1: 40,017 shares; 2025Q2: 38,853 shares; 2025Q3: 37,822 shares; 2025Q4: 35,762 shares; 2026Q1: 94,329 shares 94,329 $14.1M 0.09% +58,567 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: 22,865 shares; 2024Q4: 24,152 shares; 2025Q1: 26,541 shares; 2025Q2: 30,998 shares; 2025Q3: 37,063 shares; 2025Q4: 35,374 shares; 2026Q1: 56,820 shares 56,820 $14.1M 0.09% +21,446 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: 120,502 shares; 2024Q4: 113,741 shares; 2025Q1: 94,192 shares; 2025Q2: 97,550 shares; 2025Q3: 115,124 shares; 2025Q4: 125,610 shares; 2026Q1: 119,121 shares 119,121 $14M 0.09% -6,489 Timeline VTEI 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: 88,590 shares; 2025Q2: 119,915 shares; 2025Q3: 117,526 shares; 2025Q4: 131,334 shares; 2026Q1: 138,894 shares 138,894 $14M 0.09% +7,560 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,534 shares; 2024Q4: 176,759 shares; 2025Q1: 174,183 shares; 2025Q2: 191,086 shares; 2025Q3: 215,211 shares; 2025Q4: 232,114 shares; 2026Q1: 314,147 shares 314,147 $13.9M 0.09% +82,033 Timeline IAI 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: 1,881 shares; 2025Q2: 5,367 shares; 2025Q3: 23,330 shares; 2025Q4: 21,114 shares; 2026Q1: 82,973 shares 82,973 $13.9M 0.09% +61,859 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: 22,285 shares; 2024Q4: 23,416 shares; 2025Q1: 24,977 shares; 2025Q2: 36,259 shares; 2025Q3: 37,318 shares; 2025Q4: 61,027 shares; 2026Q1: 167,203 shares 167,203 $13.8M 0.09% +106,176 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: 36,176 shares; 2024Q4: 34,852 shares; 2025Q1: 38,065 shares; 2025Q2: 35,836 shares; 2025Q3: 31,107 shares; 2025Q4: 45,037 shares; 2026Q1: 47,836 shares 47,836 $13.7M 0.09% +2,799 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,551 shares; 2024Q4: 277,156 shares; 2025Q1: 275,849 shares; 2025Q2: 317,103 shares; 2025Q3: 357,002 shares; 2025Q4: 321,566 shares; 2026Q1: 359,028 shares 359,028 $13.7M 0.09% +37,462 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: 314,297 shares; 2024Q4: 327,437 shares; 2025Q1: 177,593 shares; 2025Q2: 127,073 shares; 2025Q3: 133,263 shares; 2025Q4: 302,348 shares; 2026Q1: 516,159 shares 516,159 $13.7M 0.09% +213,811 Timeline GARP 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: 10,751 shares; 2025Q2: 24,163 shares; 2025Q3: 26,702 shares; 2025Q4: 39,452 shares; 2026Q1: 199,842 shares 199,842 $13.6M 0.09% +160,390 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 11,527 shares; 2025Q1: 21,866 shares; 2025Q2: 34,216 shares; 2025Q3: 74,194 shares; 2025Q4: 98,482 shares; 2026Q1: 250,893 shares 250,893 $13.6M 0.09% +152,411 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,548 shares; 2024Q4: 71,406 shares; 2025Q1: 116,093 shares; 2025Q2: 130,744 shares; 2025Q3: 134,549 shares; 2025Q4: 141,882 shares; 2026Q1: 148,095 shares 148,095 $13.4M 0.09% +6,213 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 49,462 shares; 2025Q1: 55,199 shares; 2025Q2: 54,783 shares; 2025Q3: 276,445 shares; 2025Q4: 283,331 shares; 2026Q1: 369,776 shares 369,776 $13.4M 0.09% +86,445 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: 30,443 shares; 2024Q4: 23,909 shares; 2025Q1: 27,042 shares; 2025Q2: 26,389 shares; 2025Q3: 25,922 shares; 2025Q4: 30,007 shares; 2026Q1: 41,722 shares 41,722 $13.3M 0.09% +11,715 Timeline EWG 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: 246,468 shares; 2024Q4: 229,168 shares; 2025Q1: 187,990 shares; 2025Q2: 156,593 shares; 2025Q3: 156,709 shares; 2025Q4: 153,181 shares; 2026Q1: 163,796 shares 163,796 $13.2M 0.09% +10,615 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: 106,898 shares; 2024Q4: 110,083 shares; 2025Q1: 87,947 shares; 2025Q2: 89,761 shares; 2025Q3: 100,072 shares; 2025Q4: 108,209 shares; 2026Q1: 120,422 shares 120,422 $13.2M 0.09% +12,213 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,788 shares; 2024Q4: 144,763 shares; 2025Q1: 136,217 shares; 2025Q2: 139,404 shares; 2025Q3: 156,727 shares; 2025Q4: 153,638 shares; 2026Q1: 136,470 shares 136,470 $13.2M 0.09% -17,168 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: 199,782 shares; 2024Q4: 223,749 shares; 2025Q1: 253,665 shares; 2025Q2: 112,845 shares; 2025Q3: 113,150 shares; 2025Q4: 218,978 shares; 2026Q1: 240,682 shares 240,682 $13.2M 0.08% +21,704 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: 63,044 shares; 2024Q4: 70,737 shares; 2025Q1: 70,739 shares; 2025Q2: 93,617 shares; 2025Q3: 109,173 shares; 2025Q4: 165,340 shares; 2026Q1: 163,307 shares 163,307 $13.1M 0.08% -2,033 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: 20,419 shares; 2024Q4: 35,630 shares; 2025Q1: 32,163 shares; 2025Q2: 35,658 shares; 2025Q3: 17,113 shares; 2025Q4: 134,198 shares; 2026Q1: 285,935 shares 285,935 $13M 0.08% +151,737 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 460,469 shares; 2025Q1: 552,552 shares; 2025Q2: 594,497 shares; 2025Q3: 625,312 shares; 2025Q4: 611,790 shares; 2026Q1: 602,299 shares 602,299 $13M 0.08% -9,491 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: 16,662 shares; 2024Q4: 17,171 shares; 2025Q1: 17,786 shares; 2025Q2: 19,918 shares; 2025Q3: 20,418 shares; 2025Q4: 21,534 shares; 2026Q1: 38,092 shares 38,092 $12.9M 0.08% +16,558 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: 4,125 shares; 2024Q4: 22,508 shares; 2025Q1: 27,904 shares; 2025Q2: 38,455 shares; 2025Q3: 32,690 shares; 2025Q4: 44,659 shares; 2026Q1: 50,952 shares 50,952 $12.8M 0.08% +6,293 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: 134,063 shares; 2024Q4: 133,894 shares; 2025Q1: 142,099 shares; 2025Q2: 146,605 shares; 2025Q3: 158,715 shares; 2025Q4: 165,192 shares; 2026Q1: 289,449 shares 289,449 $12.7M 0.08% +124,257 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: 24,415 shares; 2024Q4: 13,433 shares; 2025Q1: 79,277 shares; 2025Q2: 122,174 shares; 2025Q3: 163,224 shares; 2025Q4: 164,012 shares; 2026Q1: 124,991 shares 124,991 $12.7M 0.08% -39,021 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,458 shares; 2024Q4: 293,211 shares; 2025Q1: 430,972 shares; 2025Q2: 473,814 shares; 2025Q3: 564,239 shares; 2025Q4: 579,346 shares; 2026Q1: 472,233 shares 472,233 $12.7M 0.08% -107,113 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,075 shares; 2024Q4: 192,666 shares; 2025Q1: 217,513 shares; 2025Q2: 144,416 shares; 2025Q3: 157,948 shares; 2025Q4: 168,213 shares; 2026Q1: 275,764 shares 275,764 $12.7M 0.08% +107,551 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: 86,467 shares; 2024Q4: 85,784 shares; 2025Q1: 88,512 shares; 2025Q2: 92,927 shares; 2025Q3: 90,753 shares; 2025Q4: 94,759 shares; 2026Q1: 101,366 shares 101,366 $12.6M 0.08% +6,607 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: 18,099 shares; 2024Q4: 18,378 shares; 2025Q1: 21,350 shares; 2025Q2: 29,411 shares; 2025Q3: 33,028 shares; 2025Q4: 28,032 shares; 2026Q1: 34,733 shares 34,733 $12.5M 0.08% +6,701 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: 65,644 shares; 2024Q4: 72,779 shares; 2025Q1: 90,747 shares; 2025Q2: 98,955 shares; 2025Q3: 108,324 shares; 2025Q4: 117,063 shares; 2026Q1: 130,819 shares 130,819 $12.5M 0.08% +13,756 Timeline ACWV 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: 92,015 shares; 2024Q4: 95,038 shares; 2025Q1: 93,579 shares; 2025Q2: 91,474 shares; 2025Q3: 94,477 shares; 2025Q4: 100,944 shares; 2026Q1: 104,408 shares 104,408 $12.4M 0.08% +3,464 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,195 shares; 2024Q4: 122,192 shares; 2025Q1: 140,276 shares; 2025Q2: 165,880 shares; 2025Q3: 197,243 shares; 2025Q4: 229,790 shares; 2026Q1: 309,600 shares 309,600 $12.4M 0.08% +79,810 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,037 shares; 2025Q1: 8,154 shares; 2025Q2: 7,994 shares; 2025Q3: 7,967 shares; 2025Q4: 7,875 shares; 2026Q1: 52,285 shares 52,285 $12.3M 0.08% +44,410 Timeline IJT 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: 68,309 shares; 2024Q4: 74,970 shares; 2025Q1: 73,804 shares; 2025Q2: 77,416 shares; 2025Q3: 79,800 shares; 2025Q4: 85,123 shares; 2026Q1: 85,605 shares 85,605 $12.1M 0.08% +482 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: 197,681 shares; 2025Q3: 206,270 shares; 2025Q4: 215,314 shares; 2026Q1: 332,537 shares 332,537 $12M 0.08% +117,223 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: 25,202 shares; 2024Q4: 30,946 shares; 2025Q1: 39,954 shares; 2025Q2: 391,686 shares; 2025Q3: 272,192 shares; 2025Q4: 234,563 shares; 2026Q1: 240,697 shares 240,697 $12M 0.08% +6,134 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,976 shares; 2024Q4: 261,544 shares; 2025Q1: 299,490 shares; 2025Q2: 343,664 shares; 2025Q3: 386,082 shares; 2025Q4: 462,998 shares; 2026Q1: 475,336 shares 475,336 $12M 0.08% +12,338 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: 169,491 shares; 2024Q4: 124,956 shares; 2025Q1: 151,828 shares; 2025Q2: 191,304 shares; 2025Q3: 181,763 shares; 2025Q4: 137,744 shares; 2026Q1: 152,452 shares 152,452 $11.9M 0.08% +14,708 Timeline IEZ 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: 408,835 shares 408,835 $11.8M 0.08% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,410 shares; 2024Q4: 49,037 shares; 2025Q1: 61,326 shares; 2025Q2: 68,334 shares; 2025Q3: 77,133 shares; 2025Q4: 83,360 shares; 2026Q1: 166,035 shares 166,035 $11.8M 0.08% +82,675 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: 6,938 shares; 2024Q4: 6,477 shares; 2025Q1: 9,052 shares; 2025Q2: 9,604 shares; 2025Q3: 8,778 shares; 2025Q4: 9,986 shares; 2026Q1: 229,277 shares 229,277 $11.7M 0.08% +219,291 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,422 shares; 2024Q4: 139,976 shares; 2025Q1: 221,820 shares; 2025Q2: 148,752 shares; 2025Q3: 183,508 shares; 2025Q4: 198,522 shares; 2026Q1: 143,448 shares 143,448 $11.5M 0.07% -55,074 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,978 shares; 2025Q1: 22,228 shares; 2025Q2: 30,715 shares; 2025Q3: 51,238 shares; 2025Q4: 52,391 shares; 2026Q1: 33,633 shares 33,633 $11.5M 0.07% -18,758 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,714 shares; 2024Q4: 156,211 shares; 2025Q1: 199,902 shares; 2025Q2: 209,912 shares; 2025Q3: 231,429 shares; 2025Q4: 244,060 shares; 2026Q1: 511,081 shares 511,081 $11.5M 0.07% +267,021 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: 89,387 shares; 2024Q4: 96,576 shares; 2025Q1: 98,223 shares; 2025Q2: 105,209 shares; 2025Q3: 108,717 shares; 2025Q4: 112,707 shares; 2026Q1: 124,130 shares 124,130 $11.5M 0.07% +11,423 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 9,726 shares; 2025Q1: 15,923 shares; 2025Q2: 20,695 shares; 2025Q3: 21,979 shares; 2025Q4: 22,112 shares; 2026Q1: 71,748 shares 71,748 $11.5M 0.07% +49,636 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: 71,725 shares; 2024Q4: 72,982 shares; 2025Q1: 64,940 shares; 2025Q2: 66,268 shares; 2025Q3: 51,276 shares; 2025Q4: 64,915 shares; 2026Q1: 100,349 shares 100,349 $11.4M 0.07% +35,434 Timeline FTCB 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: 334,621 shares; 2025Q3: 490,150 shares; 2025Q4: 566,518 shares; 2026Q1: 537,398 shares 537,398 $11.4M 0.07% -29,120 Timeline IYZ 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: 68,200 shares; 2025Q3: 67,566 shares; 2025Q4: 69,576 shares; 2026Q1: 289,800 shares 289,800 $11.4M 0.07% +220,224 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: 301,085 shares; 2024Q4: 323,925 shares; 2025Q1: 348,121 shares; 2025Q2: 359,458 shares; 2025Q3: 396,790 shares; 2025Q4: 376,570 shares; 2026Q1: 625,425 shares 625,425 $11.3M 0.07% +248,855 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 13,695 shares; 2025Q1: 33,529 shares; 2025Q2: 39,296 shares; 2025Q3: 47,558 shares; 2025Q4: 60,858 shares; 2026Q1: 73,474 shares 73,474 $11.3M 0.07% +12,616 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,011 shares; 2024Q4: 313,447 shares; 2025Q1: 156,542 shares; 2025Q2: 161,680 shares; 2025Q3: 181,904 shares; 2025Q4: 227,667 shares; 2026Q1: 242,388 shares 242,388 $11.2M 0.07% +14,721 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,523 shares; 2024Q4: 36,722 shares; 2025Q1: 101,809 shares; 2025Q2: 127,701 shares; 2025Q3: 129,989 shares; 2025Q4: 137,836 shares; 2026Q1: 150,488 shares 150,488 $11.1M 0.07% +12,652 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: 96,770 shares; 2024Q4: 96,785 shares; 2025Q1: 101,696 shares; 2025Q2: 103,227 shares; 2025Q3: 111,082 shares; 2025Q4: 117,811 shares; 2026Q1: 184,141 shares 184,141 $11M 0.07% +66,330 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: 222,198 shares; 2025Q1: 18,130 shares; 2025Q2: 137,887 shares; 2025Q3: 159,752 shares; 2025Q4: 231,519 shares; 2026Q1: 413,438 shares 413,438 $11M 0.07% +181,919 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: 100,902 shares; 2024Q4: 114,711 shares; 2025Q1: 127,933 shares; 2025Q2: 148,456 shares; 2025Q3: 177,654 shares; 2025Q4: 195,557 shares; 2026Q1: 244,976 shares 244,976 $10.9M 0.07% +49,419 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,181 shares; 2024Q4: 231,187 shares; 2025Q1: 186,652 shares; 2025Q2: 156,553 shares; 2025Q3: 162,393 shares; 2025Q4: 139,533 shares; 2026Q1: 105,709 shares 105,709 $10.8M 0.07% -33,824 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: 3,544 shares; 2025Q1: 3,987 shares; 2025Q2: 4,124 shares; 2025Q3: 4,213 shares; 2025Q4: 4,435 shares; 2026Q1: 10,477 shares 10,477 $10.8M 0.07% +6,042 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: 49,957 shares; 2024Q4: 51,721 shares; 2025Q1: 53,569 shares; 2025Q2: 59,526 shares; 2025Q3: 62,308 shares; 2025Q4: 68,728 shares; 2026Q1: 115,761 shares 115,761 $10.8M 0.07% +47,033 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,946 shares; 2025Q1: 31,157 shares; 2025Q2: 161,918 shares; 2025Q3: 199,535 shares; 2025Q4: 253,920 shares; 2026Q1: 307,426 shares 307,426 $10.6M 0.07% +53,506 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413,783 shares 413,783 $10.3M 0.07% new 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: 3,345 shares; 2024Q4: 14,500 shares; 2025Q1: 16,081 shares; 2025Q2: 16,968 shares; 2025Q3: 17,708 shares; 2025Q4: 17,534 shares; 2026Q1: 8,983 shares 8,983 $10.2M 0.07% -8,551 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: 9,695 shares; 2024Q4: 11,209 shares; 2025Q1: 13,152 shares; 2025Q2: 16,253 shares; 2025Q3: 20,380 shares; 2025Q4: 31,331 shares; 2026Q1: 29,843 shares 29,843 $10.1M 0.06% -1,488 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,438 shares; 2024Q4: 22,974 shares; 2025Q1: 22,651 shares; 2025Q2: 21,360 shares; 2025Q3: 23,647 shares; 2025Q4: 23,919 shares; 2026Q1: 55,496 shares 55,496 $10.1M 0.06% +31,577 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,191 shares; 2024Q4: 142,321 shares; 2025Q1: 138,593 shares; 2025Q2: 149,370 shares; 2025Q3: 150,071 shares; 2025Q4: 156,607 shares; 2026Q1: 169,908 shares 169,908 $10M 0.06% +13,301 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: 22,656 shares; 2024Q4: 22,350 shares; 2025Q1: 21,950 shares; 2025Q2: 21,481 shares; 2025Q3: 22,098 shares; 2025Q4: 22,852 shares; 2026Q1: 41,316 shares 41,316 $10M 0.06% +18,464 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: 100,792 shares; 2024Q4: 111,834 shares; 2025Q1: 109,501 shares; 2025Q2: 120,893 shares; 2025Q3: 118,583 shares; 2025Q4: 129,703 shares; 2026Q1: 167,704 shares 167,704 $10M 0.06% +38,001 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,846 shares; 2024Q4: 275,759 shares; 2025Q1: 295,396 shares; 2025Q2: 298,731 shares; 2025Q3: 382,274 shares; 2025Q4: 375,455 shares; 2026Q1: 407,983 shares 407,983 $10M 0.06% +32,528 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,931 shares; 2024Q4: 449,630 shares; 2025Q1: 374,887 shares; 2025Q2: 390,052 shares; 2025Q3: 426,441 shares; 2025Q4: 427,467 shares; 2026Q1: 436,553 shares 436,553 $9.79M 0.06% +9,086 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,367 shares; 2024Q4: 161,373 shares; 2025Q1: 237,789 shares; 2025Q2: 248,416 shares; 2025Q3: 245,908 shares; 2025Q4: 217,781 shares; 2026Q1: 191,855 shares 191,855 $9.76M 0.06% -25,926 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 32,283 shares; 2025Q1: 24,240 shares; 2025Q2: 24,981 shares; 2025Q3: 43,772 shares; 2025Q4: 92,790 shares; 2026Q1: 264,466 shares 264,466 $9.5M 0.06% +171,676 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: 28,077 shares; 2024Q4: 32,254 shares; 2025Q1: 26,201 shares; 2025Q2: 27,481 shares; 2025Q3: 29,201 shares; 2025Q4: 29,812 shares; 2026Q1: 84,170 shares 84,170 $9.39M 0.06% +54,358 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,016 shares; 2024Q4: 65,359 shares; 2025Q1: 66,245 shares; 2025Q2: 68,898 shares; 2025Q3: 83,207 shares; 2025Q4: 92,428 shares; 2026Q1: 106,068 shares 106,068 $9.35M 0.06% +13,640 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,233 shares; 2025Q1: 3,197 shares; 2025Q2: 3,495 shares; 2025Q3: 4,554 shares; 2025Q4: 6,049 shares; 2026Q1: 26,926 shares 26,926 $9.26M 0.06% +20,877 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,511 shares; 2025Q3: 14,247 shares; 2025Q4: 13,369 shares; 2026Q1: 327,590 shares 327,590 $9.26M 0.06% +314,221 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,852 shares; 2024Q4: 20,335 shares; 2025Q1: 20,474 shares; 2025Q2: 22,670 shares; 2025Q3: 24,426 shares; 2025Q4: 45,305 shares; 2026Q1: 117,779 shares 117,779 $9.25M 0.06% +72,474 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: 275,946 shares; 2024Q4: 282,724 shares; 2025Q1: 276,591 shares; 2025Q2: 286,204 shares; 2025Q3: 269,571 shares; 2025Q4: 208,194 shares; 2026Q1: 181,867 shares 181,867 $9.18M 0.06% -26,327 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,287 shares; 2024Q4: 59,177 shares; 2025Q1: 83,774 shares; 2025Q2: 101,572 shares; 2025Q3: 125,441 shares; 2025Q4: 146,550 shares; 2026Q1: 172,938 shares 172,938 $9.14M 0.06% +26,388 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: 26,685 shares; 2024Q4: 27,764 shares; 2025Q1: 28,880 shares; 2025Q2: 31,442 shares; 2025Q3: 32,804 shares; 2025Q4: 32,092 shares; 2026Q1: 51,696 shares 51,696 $9.13M 0.06% +19,604 Timeline FFLC 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: 9,685 shares; 2024Q4: 19,582 shares; 2025Q1: 27,594 shares; 2025Q2: 31,112 shares; 2025Q3: 47,563 shares; 2025Q4: 86,345 shares; 2026Q1: 170,171 shares 170,171 $9.08M 0.06% +83,826 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: 9,741 shares; 2024Q4: 7,549 shares; 2025Q1: 7,577 shares; 2025Q2: 14,650 shares; 2025Q3: 16,896 shares; 2025Q4: 22,489 shares; 2026Q1: 38,990 shares 38,990 $9.07M 0.06% +16,501 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,298 shares; 2024Q4: 61,535 shares; 2025Q1: 125,666 shares; 2025Q2: 136,352 shares; 2025Q3: 170,326 shares; 2025Q4: 199,179 shares; 2026Q1: 231,680 shares 231,680 $9.01M 0.06% +32,501 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: 224,729 shares; 2024Q4: 228,840 shares; 2025Q1: 199,117 shares; 2025Q2: 214,620 shares; 2025Q3: 212,125 shares; 2025Q4: 193,265 shares; 2026Q1: 178,840 shares 178,840 $9M 0.06% -14,425 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: 10,000 shares; 2024Q4: 28,789 shares; 2025Q1: 105,301 shares; 2025Q2: 125,323 shares; 2025Q3: 167,612 shares; 2025Q4: 192,780 shares; 2026Q1: 181,242 shares 181,242 $9M 0.06% -11,538 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 19,738 shares; 2025Q1: 22,124 shares; 2025Q2: 29,090 shares; 2025Q3: 29,021 shares; 2025Q4: 29,098 shares; 2026Q1: 70,619 shares 70,619 $8.98M 0.06% +41,521 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 24,485 shares; 2025Q1: 38,916 shares; 2025Q2: 39,770 shares; 2025Q3: 45,499 shares; 2025Q4: 49,170 shares; 2026Q1: 98,963 shares 98,963 $8.81M 0.06% +49,793 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,897 shares; 2024Q4: 159,979 shares; 2025Q1: 186,963 shares; 2025Q2: 180,588 shares; 2025Q3: 182,162 shares; 2025Q4: 186,801 shares; 2026Q1: 197,788 shares 197,788 $8.8M 0.06% +10,987 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,662 shares; 2024Q4: 151,318 shares; 2025Q1: 153,005 shares; 2025Q2: 152,915 shares; 2025Q3: 143,529 shares; 2025Q4: 140,818 shares; 2026Q1: 141,094 shares 141,094 $8.77M 0.06% +276 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,643 shares; 2024Q4: 103,496 shares; 2025Q1: 190,839 shares; 2025Q2: 237,888 shares; 2025Q3: 256,121 shares; 2025Q4: 264,456 shares; 2026Q1: 334,660 shares 334,660 $8.74M 0.06% +70,204 Timeline FXI 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: 251,387 shares; 2024Q4: 247,583 shares; 2025Q1: 236,222 shares; 2025Q2: 234,032 shares; 2025Q3: 211,982 shares; 2025Q4: 201,780 shares; 2026Q1: 225,465 shares 225,465 $8.63M 0.06% +23,685 Timeline AMZA 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: 163,770 shares; 2024Q4: 169,171 shares; 2025Q1: 183,541 shares; 2025Q2: 188,895 shares; 2025Q3: 199,866 shares; 2025Q4: 201,178 shares; 2026Q1: 218,319 shares 218,319 $8.63M 0.06% +17,141 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 46,135 shares; 2025Q1: 64,153 shares; 2025Q2: 59,469 shares; 2025Q3: 69,678 shares; 2025Q4: 75,746 shares; 2026Q1: 85,947 shares 85,947 $8.62M 0.06% +10,201 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: 3,162 shares; 2024Q4: 5,313 shares; 2025Q1: 6,047 shares; 2025Q2: 6,712 shares; 2025Q3: 7,025 shares; 2025Q4: 7,978 shares; 2026Q1: 26,847 shares 26,847 $8.62M 0.06% +18,869 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: 23,226 shares; 2024Q4: 23,556 shares; 2025Q1: 25,224 shares; 2025Q2: 26,004 shares; 2025Q3: 28,009 shares; 2025Q4: 28,997 shares; 2026Q1: 47,452 shares 47,452 $8.59M 0.06% +18,455 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: 134,118 shares; 2024Q4: 116,766 shares; 2025Q1: 120,786 shares; 2025Q2: 120,653 shares; 2025Q3: 127,406 shares; 2025Q4: 93,951 shares; 2026Q1: 98,232 shares 98,232 $8.56M 0.06% +4,281 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 47,225 shares; 2025Q1: 74,411 shares; 2025Q2: 89,651 shares; 2025Q3: 126,263 shares; 2025Q4: 153,558 shares; 2026Q1: 167,687 shares 167,687 $8.42M 0.05% +14,129 Timeline PFFA 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: 210,164 shares; 2024Q4: 262,827 shares; 2025Q1: 285,458 shares; 2025Q2: 305,004 shares; 2025Q3: 330,789 shares; 2025Q4: 354,328 shares; 2026Q1: 387,608 shares 387,608 $8.35M 0.05% +33,280 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 6,540 shares; 2025Q2: 9,559 shares; 2025Q3: 25,782 shares; 2025Q4: 66,947 shares; 2026Q1: 75,370 shares 75,370 $8.27M 0.05% +8,423 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,901 shares; 2025Q1: 16,362 shares; 2025Q2: 17,265 shares; 2025Q3: 21,280 shares; 2025Q4: 20,570 shares; 2026Q1: 25,711 shares 25,711 $8.26M 0.05% +5,141 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: 14,153 shares; 2024Q4: 13,774 shares; 2025Q1: 14,066 shares; 2025Q2: 13,903 shares; 2025Q3: 13,539 shares; 2025Q4: 10,903 shares; 2026Q1: 34,566 shares 34,566 $8.24M 0.05% +23,663 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: 127,676 shares; 2024Q4: 110,082 shares; 2025Q1: 95,643 shares; 2025Q2: 89,809 shares; 2025Q3: 87,082 shares; 2025Q4: 80,308 shares; 2026Q1: 82,472 shares 82,472 $8.24M 0.05% +2,164 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,406 shares; 2024Q4: 176,937 shares; 2025Q1: 277,709 shares; 2025Q2: 305,744 shares; 2025Q3: 327,060 shares; 2025Q4: 351,024 shares; 2026Q1: 343,298 shares 343,298 $8.24M 0.05% -7,726 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: 35,254 shares; 2024Q4: 31,503 shares; 2025Q1: 32,541 shares; 2025Q2: 36,661 shares; 2025Q3: 47,636 shares; 2025Q4: 58,440 shares; 2026Q1: 103,252 shares 103,252 $8.23M 0.05% +44,812 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 17,978 shares; 2025Q1: 23,157 shares; 2025Q2: 33,732 shares; 2025Q3: 43,986 shares; 2025Q4: 63,729 shares; 2026Q1: 87,917 shares 87,917 $8.2M 0.05% +24,188 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,739 shares; 2024Q4: 108,367 shares; 2025Q1: 103,418 shares; 2025Q2: 113,837 shares; 2025Q3: 119,244 shares; 2025Q4: 154,489 shares; 2026Q1: 159,768 shares 159,768 $8.02M 0.05% +5,279 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,705 shares; 2024Q4: 27,545 shares; 2025Q1: 37,351 shares; 2025Q2: 50,601 shares; 2025Q3: 64,041 shares; 2025Q4: 80,859 shares; 2026Q1: 94,715 shares 94,715 $8.02M 0.05% +13,856 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: 52,551 shares; 2024Q4: 64,084 shares; 2025Q1: 72,429 shares; 2025Q2: 75,581 shares; 2025Q3: 78,155 shares; 2025Q4: 82,356 shares; 2026Q1: 91,214 shares 91,214 $7.98M 0.05% +8,858 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: 6,691 shares; 2024Q4: 8,195 shares; 2025Q1: 7,882 shares; 2025Q2: 7,127 shares; 2025Q3: 6,971 shares; 2025Q4: 9,703 shares; 2026Q1: 13,133 shares 13,133 $7.94M 0.05% +3,430 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: 5,158 shares; 2024Q4: 5,172 shares; 2025Q1: 6,047 shares; 2025Q2: 7,230 shares; 2025Q3: 7,434 shares; 2025Q4: 10,250 shares; 2026Q1: 15,391 shares 15,391 $7.87M 0.05% +5,141 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: 74,109 shares; 2024Q4: 85,046 shares; 2025Q1: 115,863 shares; 2025Q2: 143,553 shares; 2025Q3: 146,561 shares; 2025Q4: 83,747 shares; 2026Q1: 94,289 shares 94,289 $7.81M 0.05% +10,542 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: 199,225 shares; 2024Q4: 180,701 shares; 2025Q1: 191,899 shares; 2025Q2: 181,230 shares; 2025Q3: 204,358 shares; 2025Q4: 196,905 shares; 2026Q1: 297,003 shares 297,003 $7.74M 0.05% +100,098 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,518 shares; 2024Q4: 143,433 shares; 2025Q1: 167,409 shares; 2025Q2: 171,614 shares; 2025Q3: 183,554 shares; 2025Q4: 210,496 shares; 2026Q1: 274,508 shares 274,508 $7.7M 0.05% +64,012 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: 16,244 shares; 2024Q4: 14,795 shares; 2025Q1: 15,900 shares; 2025Q2: 16,506 shares; 2025Q3: 17,212 shares; 2025Q4: 19,647 shares; 2026Q1: 48,773 shares 48,773 $7.66M 0.05% +29,126 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: 3,670 shares; 2024Q4: 4,271 shares; 2025Q1: 4,826 shares; 2025Q2: 4,300 shares; 2025Q3: 3,259 shares; 2025Q4: 3,208 shares; 2026Q1: 14,313 shares 14,313 $7.65M 0.05% +11,105 Timeline SCZ 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: 269,924 shares; 2024Q4: 270,840 shares; 2025Q1: 267,986 shares; 2025Q2: 114,732 shares; 2025Q3: 103,093 shares; 2025Q4: 102,295 shares; 2026Q1: 98,325 shares 98,325 $7.62M 0.05% -3,970 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,893 shares; 2024Q4: 24,039 shares; 2025Q1: 25,741 shares; 2025Q2: 30,585 shares; 2025Q3: 28,426 shares; 2025Q4: 30,994 shares; 2026Q1: 35,135 shares 35,135 $7.59M 0.05% +4,141 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: 576,762 shares; 2024Q4: 542,520 shares; 2025Q1: 488,333 shares; 2025Q2: 503,509 shares; 2025Q3: 528,460 shares; 2025Q4: 564,366 shares; 2026Q1: 628,458 shares 628,458 $7.59M 0.05% +64,092 Timeline MLPX 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: 10,135 shares; 2024Q4: 14,239 shares; 2025Q1: 27,943 shares; 2025Q2: 61,744 shares; 2025Q3: 83,158 shares; 2025Q4: 96,635 shares; 2026Q1: 124,578 shares 124,578 $7.54M 0.05% +27,943 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: 51,006 shares; 2024Q4: 53,608 shares; 2025Q1: 62,752 shares; 2025Q2: 45,533 shares; 2025Q3: 49,568 shares; 2025Q4: 55,027 shares; 2026Q1: 85,136 shares 85,136 $7.5M 0.05% +30,109 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,207 shares; 2024Q4: 371,648 shares; 2025Q1: 182,872 shares; 2025Q2: 204,432 shares; 2025Q3: 130,992 shares; 2025Q4: 146,520 shares; 2026Q1: 155,064 shares 155,064 $7.46M 0.05% +8,544 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,535 shares; 2025Q3: 103,348 shares; 2025Q4: 139,669 shares; 2026Q1: 146,202 shares 146,202 $7.46M 0.05% +6,533 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,683 shares; 2024Q4: 89,709 shares; 2025Q1: 93,413 shares; 2025Q2: 106,168 shares; 2025Q3: 105,215 shares; 2025Q4: 106,650 shares; 2026Q1: 132,433 shares 132,433 $7.27M 0.05% +25,783 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: 109,631 shares; 2024Q4: 132,679 shares; 2025Q1: 114,306 shares; 2025Q2: 178,799 shares; 2025Q3: 172,360 shares; 2025Q4: 157,384 shares; 2026Q1: 159,961 shares 159,961 $7.23M 0.05% +2,577 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,744 shares; 2025Q4: 12,598 shares; 2026Q1: 87,179 shares 87,179 $7.19M 0.05% +74,581 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,894 shares; 2025Q1: 1,902 shares; 2025Q2: 2,068 shares; 2025Q3: 2,431 shares; 2025Q4: 2,399 shares; 2026Q1: 22,836 shares 22,836 $7.14M 0.05% +20,437 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,592 shares; 2024Q4: 84,283 shares; 2025Q1: 105,038 shares; 2025Q2: 104,422 shares; 2025Q3: 104,744 shares; 2025Q4: 105,777 shares; 2026Q1: 107,076 shares 107,076 $7.13M 0.05% +1,299 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 46,874 shares; 2025Q3: 121,048 shares; 2025Q4: 241,455 shares; 2026Q1: 266,874 shares 266,874 $7.13M 0.05% +25,419 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 20,940 shares; 2025Q1: 21,996 shares; 2025Q2: 23,914 shares; 2025Q3: 24,202 shares; 2025Q4: 25,324 shares; 2026Q1: 26,472 shares 26,472 $7.12M 0.05% +1,148 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,832 shares; 2024Q4: 57,799 shares; 2025Q1: 61,291 shares; 2025Q2: 58,453 shares; 2025Q3: 61,356 shares; 2025Q4: 68,071 shares; 2026Q1: 72,185 shares 72,185 $7.11M 0.05% +4,114 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,840 shares; 2025Q2: 33,875 shares; 2025Q3: 42,735 shares; 2025Q4: 48,067 shares; 2026Q1: 54,307 shares 54,307 $7.08M 0.05% +6,240 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,455 shares; 2024Q4: 98,888 shares; 2025Q1: 154,973 shares; 2025Q2: 239,400 shares; 2025Q3: 323,518 shares; 2025Q4: 448,922 shares; 2026Q1: 548,471 shares 548,471 $7.08M 0.05% +99,549 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: 155,719 shares; 2024Q4: 166,280 shares; 2025Q1: 171,716 shares; 2025Q2: 77,569 shares; 2025Q3: 68,805 shares; 2025Q4: 64,983 shares; 2026Q1: 71,640 shares 71,640 $7.07M 0.05% +6,657 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 6,646 shares; 2025Q1: 5,688 shares; 2025Q2: 6,261 shares; 2025Q3: 12,564 shares; 2025Q4: 22,253 shares; 2026Q1: 21,020 shares 21,020 $6.98M 0.04% -1,233 Timeline VPL 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: 53,500 shares; 2024Q4: 53,523 shares; 2025Q1: 54,924 shares; 2025Q2: 55,097 shares; 2025Q3: 48,836 shares; 2025Q4: 49,902 shares; 2026Q1: 40,429 shares 40,429 $6.98M 0.04% -9,473 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: 4,445 shares; 2024Q4: 5,135 shares; 2025Q1: 6,049 shares; 2025Q2: 6,617 shares; 2025Q3: 7,046 shares; 2025Q4: 5,083 shares; 2026Q1: 20,447 shares 20,447 $6.97M 0.04% +15,364 Timeline RTH 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: 20,832 shares; 2024Q4: 19,220 shares; 2025Q1: 19,555 shares; 2025Q2: 23,948 shares; 2025Q3: 27,305 shares; 2025Q4: 28,472 shares; 2026Q1: 27,661 shares 27,661 $6.9M 0.04% -811 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,357 shares; 2024Q4: 75,830 shares; 2025Q1: 66,327 shares; 2025Q2: 306,617 shares; 2025Q3: 347,514 shares; 2025Q4: 356,445 shares; 2026Q1: 388,750 shares 388,750 $6.87M 0.04% +32,305 Timeline FELC 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: 8,468 shares; 2025Q1: 62,584 shares; 2025Q2: 164,458 shares; 2025Q3: 164,534 shares; 2025Q4: 175,011 shares; 2026Q1: 179,340 shares 179,340 $6.85M 0.04% +4,329 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: 51,680 shares; 2024Q4: 177,413 shares; 2025Q1: 195,122 shares; 2025Q2: 229,974 shares; 2025Q3: 235,306 shares; 2025Q4: 241,099 shares; 2026Q1: 260,325 shares 260,325 $6.83M 0.04% +19,226 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,543 shares 285,543 $6.82M 0.04% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,959 shares; 2024Q4: 23,547 shares; 2025Q1: 26,335 shares; 2025Q2: 28,062 shares; 2025Q3: 27,506 shares; 2025Q4: 20,475 shares; 2026Q1: 50,752 shares 50,752 $6.77M 0.04% +30,277 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 46,588 shares; 2025Q1: 45,153 shares; 2025Q2: 45,751 shares; 2025Q3: 46,099 shares; 2025Q4: 45,206 shares; 2026Q1: 46,167 shares 46,167 $6.73M 0.04% +961 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,003 shares; 2024Q4: 280,535 shares; 2025Q1: 299,558 shares; 2025Q2: 308,515 shares; 2025Q3: 324,120 shares; 2025Q4: 324,740 shares; 2026Q1: 313,449 shares 313,449 $6.73M 0.04% -11,291 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,491 shares; 2024Q4: 27,655 shares; 2025Q1: 37,150 shares; 2025Q2: 39,549 shares; 2025Q3: 39,444 shares; 2025Q4: 38,115 shares; 2026Q1: 36,840 shares 36,840 $6.72M 0.04% -1,275 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,956 shares; 2025Q1: 10,205 shares; 2025Q2: 10,670 shares; 2025Q3: 10,880 shares; 2025Q4: 176,139 shares; 2026Q1: 202,108 shares 202,108 $6.66M 0.04% +25,969 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,333 shares; 2025Q1: 19,816 shares; 2025Q2: 89,923 shares; 2025Q3: 119,265 shares; 2025Q4: 157,833 shares; 2026Q1: 185,923 shares 185,923 $6.57M 0.04% +28,090 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: 14,344 shares; 2024Q4: 13,283 shares; 2025Q1: 14,674 shares; 2025Q2: 27,314 shares; 2025Q3: 27,338 shares; 2025Q4: 27,477 shares; 2026Q1: 41,886 shares 41,886 $6.53M 0.04% +14,409 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,302 shares; 2024Q4: 98,875 shares; 2025Q1: 128,840 shares; 2025Q2: 139,863 shares; 2025Q3: 156,985 shares; 2025Q4: 170,041 shares; 2026Q1: 192,504 shares 192,504 $6.51M 0.04% +22,463 Timeline IBDU 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: 9,183 shares; 2025Q3: 15,193 shares; 2025Q4: 42,998 shares; 2026Q1: 279,221 shares 279,221 $6.5M 0.04% +236,223 Timeline IGF 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: 80,556 shares; 2025Q2: 87,792 shares; 2025Q3: 93,554 shares; 2025Q4: 104,582 shares; 2026Q1: 105,780 shares 105,780 $6.5M 0.04% +1,198 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: 3,765 shares; 2024Q4: 3,787 shares; 2025Q1: 5,951 shares; 2025Q2: 6,152 shares; 2025Q3: 6,206 shares; 2025Q4: 12,937 shares; 2026Q1: 29,951 shares 29,951 $6.5M 0.04% +17,014 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,374 shares; 2025Q1: 3,297 shares; 2025Q2: 3,402 shares; 2025Q3: 3,380 shares; 2025Q4: 3,239 shares; 2026Q1: 7,747 shares 7,747 $6.47M 0.04% +4,508 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,821 shares; 2024Q4: 81,724 shares; 2025Q1: 134,110 shares; 2025Q2: 144,732 shares; 2025Q3: 176,923 shares; 2025Q4: 189,711 shares; 2026Q1: 226,926 shares 226,926 $6.45M 0.04% +37,215 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,030 shares; 2024Q4: 452,853 shares; 2025Q1: 464,430 shares; 2025Q2: 372,500 shares; 2025Q3: 378,036 shares; 2025Q4: 383,735 shares; 2026Q1: 385,775 shares 385,775 $6.43M 0.04% +2,040 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: 52,427 shares; 2024Q4: 48,811 shares; 2025Q1: 51,751 shares; 2025Q2: 55,270 shares; 2025Q3: 63,305 shares; 2025Q4: 65,733 shares; 2026Q1: 54,926 shares 54,926 $6.41M 0.04% -10,807 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,753 shares; 2024Q4: 17,881 shares; 2025Q1: 19,592 shares; 2025Q2: 18,962 shares; 2025Q3: 19,067 shares; 2025Q4: 19,759 shares; 2026Q1: 22,283 shares 22,283 $6.4M 0.04% +2,524 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,178 shares; 2025Q3: 35,795 shares; 2025Q4: 51,839 shares; 2026Q1: 195,999 shares 195,999 $6.37M 0.04% +144,160 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,524 shares; 2024Q4: 30,290 shares; 2025Q1: 35,456 shares; 2025Q2: 36,190 shares; 2025Q3: 39,706 shares; 2025Q4: 49,555 shares; 2026Q1: 51,888 shares 51,888 $6.32M 0.04% +2,333 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: 14,769 shares; 2024Q4: 15,932 shares; 2025Q1: 18,715 shares; 2025Q2: 24,171 shares; 2025Q3: 29,120 shares; 2025Q4: 30,826 shares; 2026Q1: 28,648 shares 28,648 $6.31M 0.04% -2,178 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: 81,165 shares; 2024Q4: 92,431 shares; 2025Q1: 103,128 shares; 2025Q2: 124,769 shares; 2025Q3: 128,903 shares; 2025Q4: 120,784 shares; 2026Q1: 208,049 shares 208,049 $6.3M 0.04% +87,265 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,500 shares; 2024Q4: 41,186 shares; 2025Q1: 46,240 shares; 2025Q2: 52,875 shares; 2025Q3: 45,357 shares; 2025Q4: 43,939 shares; 2026Q1: 46,808 shares 46,808 $6.29M 0.04% +2,869 Timeline IBDS 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: 45,851 shares; 2025Q4: 84,388 shares; 2026Q1: 257,207 shares 257,207 $6.24M 0.04% +172,819 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: 8,102 shares; 2024Q4: 7,915 shares; 2025Q1: 8,621 shares; 2025Q2: 10,492 shares; 2025Q3: 10,836 shares; 2025Q4: 11,296 shares; 2026Q1: 12,769 shares 12,769 $6.22M 0.04% +1,473 Timeline OUSA 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: 134,209 shares; 2024Q4: 145,285 shares; 2025Q1: 143,233 shares; 2025Q2: 140,184 shares; 2025Q3: 137,008 shares; 2025Q4: 124,325 shares; 2026Q1: 107,882 shares 107,882 $6.22M 0.04% -16,443 Timeline DEM 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: 57,327 shares; 2024Q4: 66,676 shares; 2025Q1: 80,958 shares; 2025Q2: 94,085 shares; 2025Q3: 102,588 shares; 2025Q4: 119,084 shares; 2026Q1: 132,104 shares 132,104 $6.17M 0.04% +13,020 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: 6,053 shares; 2024Q4: 7,053 shares; 2025Q1: 55,109 shares; 2025Q2: 78,272 shares; 2025Q3: 85,999 shares; 2025Q4: 90,833 shares; 2026Q1: 116,272 shares 116,272 $6.09M 0.04% +25,439 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,358 shares; 2025Q1: 48,703 shares; 2025Q2: 46,516 shares; 2025Q3: 50,039 shares; 2025Q4: 61,976 shares; 2026Q1: 62,971 shares 62,971 $6.09M 0.04% +995 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,076 shares; 2024Q4: 90,591 shares; 2025Q1: 105,782 shares; 2025Q2: 106,535 shares; 2025Q3: 110,710 shares; 2025Q4: 124,584 shares; 2026Q1: 117,892 shares 117,892 $6.08M 0.04% -6,692 Timeline ISTB 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: 53,977 shares; 2024Q4: 62,098 shares; 2025Q1: 64,711 shares; 2025Q2: 99,069 shares; 2025Q3: 105,899 shares; 2025Q4: 110,643 shares; 2026Q1: 123,872 shares 123,872 $6.04M 0.04% +13,229 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: 14,755 shares; 2024Q4: 12,555 shares; 2025Q1: 13,026 shares; 2025Q2: 10,317 shares; 2025Q3: 9,735 shares; 2025Q4: 9,895 shares; 2026Q1: 25,191 shares 25,191 $6M 0.04% +15,296 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,059 shares; 2024Q4: 81,522 shares; 2025Q1: 82,345 shares; 2025Q2: 113,391 shares; 2025Q3: 158,879 shares; 2025Q4: 190,061 shares; 2026Q1: 216,147 shares 216,147 $5.97M 0.04% +26,086 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,013 shares; 2024Q4: 112,624 shares; 2025Q1: 137,507 shares; 2025Q2: 152,581 shares; 2025Q3: 164,741 shares; 2025Q4: 136,187 shares; 2026Q1: 101,170 shares 101,170 $5.97M 0.04% -35,017 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: 95,202 shares; 2024Q4: 109,405 shares; 2025Q1: 35,730 shares; 2025Q2: 33,935 shares; 2025Q3: 30,590 shares; 2025Q4: 36,219 shares; 2026Q1: 82,817 shares 82,817 $5.94M 0.04% +46,598 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,896 shares; 2024Q4: 177,015 shares; 2025Q1: 162,781 shares; 2025Q2: 175,656 shares; 2025Q3: 183,111 shares; 2025Q4: 181,546 shares; 2026Q1: 190,963 shares 190,963 $5.94M 0.04% +9,417 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 34,437 shares; 2025Q2: 58,791 shares; 2025Q3: 122,668 shares; 2025Q4: 215,617 shares; 2026Q1: 237,797 shares 237,797 $5.91M 0.04% +22,180 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: 8,486 shares; 2024Q4: 8,996 shares; 2025Q1: 7,662 shares; 2025Q2: 7,626 shares; 2025Q3: 7,034 shares; 2025Q4: 10,141 shares; 2026Q1: 24,865 shares 24,865 $5.9M 0.04% +14,724 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,419 shares; 2025Q1: 2,891 shares; 2025Q2: 4,164 shares; 2025Q3: 4,309 shares; 2025Q4: 4,446 shares; 2026Q1: 9,868 shares 9,868 $5.88M 0.04% +5,422 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: 23,549 shares; 2024Q4: 23,268 shares; 2025Q1: 35,720 shares; 2025Q2: 54,529 shares; 2025Q3: 63,015 shares; 2025Q4: 73,897 shares; 2026Q1: 116,735 shares 116,735 $5.84M 0.04% +42,838 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,853 shares; 2025Q1: 23,064 shares; 2025Q2: 33,001 shares; 2025Q3: 64,610 shares; 2025Q4: 98,338 shares; 2026Q1: 159,153 shares 159,153 $5.82M 0.04% +60,815 Timeline HYDB 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: 110,877 shares; 2024Q4: 25,680 shares; 2025Q1: 21,947 shares; 2025Q2: 14,371 shares; 2025Q3: 13,712 shares; 2025Q4: 10,106 shares; 2026Q1: 122,760 shares 122,760 $5.81M 0.04% +112,654 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,118 shares; 2025Q2: 61,603 shares; 2025Q3: 61,493 shares; 2025Q4: 134,419 shares; 2026Q1: 182,859 shares 182,859 $5.79M 0.04% +48,440 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: 12,658 shares; 2024Q4: 12,941 shares; 2025Q1: 13,558 shares; 2025Q2: 14,460 shares; 2025Q3: 15,863 shares; 2025Q4: 16,314 shares; 2026Q1: 27,709 shares 27,709 $5.78M 0.04% +11,395 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 23,335 shares; 2025Q1: 44,487 shares; 2025Q2: 53,786 shares; 2025Q3: 56,825 shares; 2025Q4: 45,618 shares; 2026Q1: 55,719 shares 55,719 $5.71M 0.04% +10,101 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: 145,376 shares; 2024Q4: 146,730 shares; 2025Q1: 129,743 shares; 2025Q2: 142,666 shares; 2025Q3: 142,765 shares; 2025Q4: 150,376 shares; 2026Q1: 174,887 shares 174,887 $5.7M 0.04% +24,511 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,043 shares; 2024Q4: 66,095 shares; 2025Q1: 58,817 shares; 2025Q2: 62,723 shares; 2025Q3: 59,546 shares; 2025Q4: 59,789 shares; 2026Q1: 62,354 shares 62,354 $5.7M 0.04% +2,565 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: 22,215 shares; 2024Q4: 22,794 shares; 2025Q1: 25,527 shares; 2025Q2: 31,205 shares; 2025Q3: 32,804 shares; 2025Q4: 39,571 shares; 2026Q1: 46,958 shares 46,958 $5.66M 0.04% +7,387 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,731 shares; 2024Q4: 39,220 shares; 2025Q1: 51,875 shares; 2025Q2: 53,672 shares; 2025Q3: 52,311 shares; 2025Q4: 51,804 shares; 2026Q1: 43,505 shares 43,505 $5.66M 0.04% -8,299 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: 40,614 shares; 2024Q4: 42,570 shares; 2025Q1: 48,651 shares; 2025Q2: 52,799 shares; 2025Q3: 54,077 shares; 2025Q4: 62,781 shares; 2026Q1: 114,160 shares 114,160 $5.65M 0.04% +51,379 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: 22,805 shares; 2024Q4: 22,682 shares; 2025Q1: 24,056 shares; 2025Q2: 24,139 shares; 2025Q3: 24,534 shares; 2025Q4: 23,839 shares; 2026Q1: 34,506 shares 34,506 $5.61M 0.04% +10,667 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: 12,729 shares; 2024Q4: 16,733 shares; 2025Q1: 16,860 shares; 2025Q2: 15,988 shares; 2025Q3: 15,487 shares; 2025Q4: 23,292 shares; 2026Q1: 33,007 shares 33,007 $5.57M 0.04% +9,715 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: 5,335 shares; 2024Q4: 5,788 shares; 2025Q1: 5,402 shares; 2025Q2: 8,481 shares; 2025Q3: 11,481 shares; 2025Q4: 13,499 shares; 2026Q1: 39,903 shares 39,903 $5.56M 0.04% +26,404 Timeline BIZD 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: 184,228 shares; 2024Q4: 205,564 shares; 2025Q1: 195,807 shares; 2025Q2: 244,717 shares; 2025Q3: 286,953 shares; 2025Q4: 289,992 shares; 2026Q1: 391,219 shares 391,219 $5.54M 0.04% +101,227 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,022 shares; 2024Q4: 31,832 shares; 2025Q1: 53,279 shares; 2025Q2: 58,012 shares; 2025Q3: 59,131 shares; 2025Q4: 55,876 shares; 2026Q1: 57,512 shares 57,512 $5.53M 0.04% +1,636 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: 25,784 shares; 2024Q4: 22,691 shares; 2025Q1: 25,707 shares; 2025Q2: 23,846 shares; 2025Q3: 23,977 shares; 2025Q4: 23,898 shares; 2026Q1: 24,456 shares 24,456 $5.49M 0.04% +558 Timeline FESM 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: 14,423 shares; 2025Q3: 24,327 shares; 2025Q4: 117,558 shares; 2026Q1: 145,081 shares 145,081 $5.48M 0.04% +27,523 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: 16,796 shares; 2024Q4: 16,033 shares; 2025Q1: 26,188 shares; 2025Q2: 46,318 shares; 2025Q3: 57,109 shares; 2025Q4: 53,112 shares; 2026Q1: 62,807 shares 62,807 $5.48M 0.04% +9,695 Timeline EPI 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: 140,913 shares; 2024Q4: 87,922 shares; 2025Q1: 51,150 shares; 2025Q2: 94,355 shares; 2025Q3: 107,146 shares; 2025Q4: 125,500 shares; 2026Q1: 117,329 shares 117,329 $5.43M 0.03% -8,171 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,716 shares; 2025Q2: 217,896 shares; 2025Q3: 213,835 shares; 2025Q4: 201,962 shares; 2026Q1: 166,858 shares 166,858 $5.42M 0.03% -35,104 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,311 shares; 2024Q4: 96,487 shares; 2025Q1: 122,396 shares; 2025Q2: 129,684 shares; 2025Q3: 148,041 shares; 2025Q4: 186,167 shares; 2026Q1: 229,137 shares 229,137 $5.41M 0.03% +42,970 Timeline EQWL 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: 16,464 shares; 2025Q2: 35,025 shares; 2025Q3: 39,059 shares; 2025Q4: 44,173 shares; 2026Q1: 45,555 shares 45,555 $5.38M 0.03% +1,382 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,610 shares; 2025Q1: 168,029 shares; 2025Q2: 225,036 shares; 2025Q3: 258,195 shares; 2025Q4: 277,455 shares; 2026Q1: 254,245 shares 254,245 $5.34M 0.03% -23,210 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: 152,958 shares; 2024Q4: 146,737 shares; 2025Q1: 146,355 shares; 2025Q2: 154,476 shares; 2025Q3: 168,474 shares; 2025Q4: 190,833 shares; 2026Q1: 212,520 shares 212,520 $5.34M 0.03% +21,687 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: 26,743 shares; 2024Q4: 28,926 shares; 2025Q1: 25,814 shares; 2025Q2: 21,863 shares; 2025Q3: 20,176 shares; 2025Q4: 16,171 shares; 2026Q1: 49,797 shares 49,797 $5.34M 0.03% +33,626 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,388 shares; 2024Q4: 82,723 shares; 2025Q1: 74,357 shares; 2025Q2: 67,713 shares; 2025Q3: 69,910 shares; 2025Q4: 71,030 shares; 2026Q1: 76,199 shares 76,199 $5.28M 0.03% +5,169 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,882 shares; 2024Q4: 49,766 shares; 2025Q1: 42,733 shares; 2025Q2: 30,874 shares; 2025Q3: 39,253 shares; 2025Q4: 40,088 shares; 2026Q1: 42,477 shares 42,477 $5.24M 0.03% +2,389 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,195 shares; 2024Q4: 108,335 shares; 2025Q1: 115,210 shares; 2025Q2: 132,890 shares; 2025Q3: 141,680 shares; 2025Q4: 140,070 shares; 2026Q1: 146,075 shares 146,075 $5.23M 0.03% +6,005 Timeline SUSC 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: 153,027 shares; 2024Q4: 142,170 shares; 2025Q1: 140,619 shares; 2025Q2: 160,868 shares; 2025Q3: 198,559 shares; 2025Q4: 204,905 shares; 2026Q1: 222,983 shares 222,983 $5.21M 0.03% +18,078 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: 31,652 shares; 2024Q4: 33,570 shares; 2025Q1: 38,377 shares; 2025Q2: 53,134 shares; 2025Q3: 67,922 shares; 2025Q4: 75,591 shares; 2026Q1: 111,419 shares 111,419 $5.19M 0.03% +35,828 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: 16,452 shares; 2024Q4: 16,726 shares; 2025Q1: 17,014 shares; 2025Q2: 18,252 shares; 2025Q3: 18,625 shares; 2025Q4: 22,583 shares; 2026Q1: 57,465 shares 57,465 $5.18M 0.03% +34,882 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 23,343 shares; 2025Q2: 50,201 shares; 2025Q3: 69,296 shares; 2025Q4: 84,394 shares; 2026Q1: 144,929 shares 144,929 $5.17M 0.03% +60,535 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,288 shares; 2024Q4: 70,231 shares; 2025Q1: 72,972 shares; 2025Q2: 82,447 shares; 2025Q3: 102,267 shares; 2025Q4: 110,643 shares; 2026Q1: 116,259 shares 116,259 $5.15M 0.03% +5,616 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 12,769 shares; 2025Q1: 13,630 shares; 2025Q2: 14,931 shares; 2025Q3: 13,026 shares; 2025Q4: 15,674 shares; 2026Q1: 21,342 shares 21,342 $5.15M 0.03% +5,668 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: 7,900 shares; 2025Q3: 53,026 shares; 2025Q4: 72,392 shares; 2026Q1: 99,414 shares 99,414 $5.14M 0.03% +27,022 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,048 shares; 2024Q4: 51,899 shares; 2025Q1: 50,165 shares; 2025Q2: 54,398 shares; 2025Q3: 57,815 shares; 2025Q4: 61,925 shares; 2026Q1: 68,223 shares 68,223 $5.11M 0.03% +6,298 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,843 shares; 2024Q4: 84,389 shares; 2025Q1: 89,197 shares; 2025Q2: 99,758 shares; 2025Q3: 118,860 shares; 2025Q4: 119,099 shares; 2026Q1: 133,489 shares 133,489 $5.1M 0.03% +14,390 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: 36,428 shares; 2024Q4: 46,389 shares; 2025Q1: 35,958 shares; 2025Q2: 31,009 shares; 2025Q3: 30,406 shares; 2025Q4: 31,136 shares; 2026Q1: 96,664 shares 96,664 $5.07M 0.03% +65,528 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,698 shares; 2024Q4: 284,445 shares; 2025Q1: 183,102 shares; 2025Q2: 198,093 shares; 2025Q3: 211,342 shares; 2025Q4: 248,971 shares; 2026Q1: 255,117 shares 255,117 $5.04M 0.03% +6,146 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: 1,183 shares; 2024Q4: 1,414 shares; 2025Q1: 1,926 shares; 2025Q2: 2,398 shares; 2025Q3: 2,576 shares; 2025Q4: 2,782 shares; 2026Q1: 5,631 shares 5,631 $4.99M 0.03% +2,849 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 23,103 shares; 2025Q1: 27,215 shares; 2025Q2: 31,959 shares; 2025Q3: 35,006 shares; 2025Q4: 40,342 shares; 2026Q1: 43,771 shares 43,771 $4.97M 0.03% +3,429 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: 3,287 shares; 2024Q4: 4,516 shares; 2025Q1: 5,826 shares; 2025Q2: 7,717 shares; 2025Q3: 11,432 shares; 2025Q4: 13,830 shares; 2026Q1: 10,311 shares 10,311 $4.93M 0.03% -3,519 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,986 shares; 2024Q4: 20,351 shares; 2025Q1: 18,093 shares; 2025Q2: 22,183 shares; 2025Q3: 28,440 shares; 2025Q4: 33,382 shares; 2026Q1: 63,508 shares 63,508 $4.93M 0.03% +30,126 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,148 shares; 2024Q4: 42,779 shares; 2025Q1: 60,082 shares; 2025Q2: 74,817 shares; 2025Q3: 72,203 shares; 2025Q4: 139,802 shares; 2026Q1: 75,678 shares 75,678 $4.92M 0.03% -64,124 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,445 shares; 2024Q4: 65,166 shares; 2025Q1: 82,752 shares; 2025Q2: 113,540 shares; 2025Q3: 118,596 shares; 2025Q4: 126,388 shares; 2026Q1: 129,728 shares 129,728 $4.9M 0.03% +3,340 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,439 shares; 2024Q4: 35,377 shares; 2025Q1: 35,584 shares; 2025Q2: 36,350 shares; 2025Q3: 36,727 shares; 2025Q4: 36,897 shares; 2026Q1: 36,677 shares 36,677 $4.88M 0.03% -220 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,747 shares; 2024Q4: 321,860 shares; 2025Q1: 354,959 shares; 2025Q2: 393,841 shares; 2025Q3: 383,998 shares; 2025Q4: 391,133 shares; 2026Q1: 368,630 shares 368,630 $4.88M 0.03% -22,503 Timeline FEZ 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: 16,159 shares; 2024Q4: 14,178 shares; 2025Q1: 46,567 shares; 2025Q2: 78,445 shares; 2025Q3: 109,791 shares; 2025Q4: 145,442 shares; 2026Q1: 75,614 shares 75,614 $4.87M 0.03% -69,828 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,843 shares; 2024Q4: 22,046 shares; 2025Q1: 16,541 shares; 2025Q2: 18,341 shares; 2025Q3: 18,854 shares; 2025Q4: 19,441 shares; 2026Q1: 100,148 shares 100,148 $4.84M 0.03% +80,707 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: 29,405 shares; 2024Q4: 28,219 shares; 2025Q1: 33,583 shares; 2025Q2: 32,072 shares; 2025Q3: 30,258 shares; 2025Q4: 28,605 shares; 2026Q1: 55,651 shares 55,651 $4.81M 0.03% +27,046 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: 56,606 shares; 2024Q4: 58,193 shares; 2025Q1: 57,568 shares; 2025Q2: 68,839 shares; 2025Q3: 81,804 shares; 2025Q4: 84,559 shares; 2026Q1: 93,637 shares 93,637 $4.79M 0.03% +9,078 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: 2,604 shares; 2024Q4: 4,182 shares; 2025Q1: 5,148 shares; 2025Q2: 5,247 shares; 2025Q3: 5,292 shares; 2025Q4: 5,608 shares; 2026Q1: 5,922 shares 5,922 $4.79M 0.03% +314 Timeline BBJP 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: 15,317 shares; 2024Q4: 15,317 shares; 2025Q1: 15,317 shares; 2025Q2: 5,967 shares; 2025Q3: 7,760 shares; 2025Q4: 7,889 shares; 2026Q1: 37,732 shares 37,732 $4.76M 0.03% +29,843 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: 3,154 shares; 2024Q4: 3,224 shares; 2025Q1: 3,218 shares; 2025Q2: 4,415 shares; 2025Q3: 4,532 shares; 2025Q4: 4,234 shares; 2026Q1: 10,190 shares 10,190 $4.73M 0.03% +5,956 Timeline EWI 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: 136,424 shares; 2024Q4: 131,024 shares; 2025Q1: 120,924 shares; 2025Q2: 95,024 shares; 2025Q3: 88,854 shares; 2025Q4: 87,828 shares; 2026Q1: 86,828 shares 86,828 $4.72M 0.03% -1,000 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,215 shares; 2025Q2: 56,607 shares; 2025Q3: 34,681 shares; 2025Q4: 32,429 shares; 2026Q1: 36,039 shares 36,039 $4.71M 0.03% +3,610 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,103 shares; 2025Q1: 2,782 shares; 2025Q2: 2,685 shares; 2025Q3: 2,752 shares; 2025Q4: 3,524 shares; 2026Q1: 18,280 shares 18,280 $4.7M 0.03% +14,756 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: 3,338 shares; 2024Q4: 3,483 shares; 2025Q1: 4,148 shares; 2025Q2: 20,781 shares; 2025Q3: 32,649 shares; 2025Q4: 31,538 shares; 2026Q1: 37,378 shares 37,378 $4.67M 0.03% +5,840 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,136 shares; 2024Q4: 145,940 shares; 2025Q1: 51,837 shares; 2025Q2: 45,622 shares; 2025Q3: 30,562 shares; 2025Q4: 33,238 shares; 2026Q1: 35,246 shares 35,246 $4.66M 0.03% +2,008 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 13,973 shares; 2025Q4: 23,363 shares; 2026Q1: 62,636 shares 62,636 $4.66M 0.03% +39,273 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: 20,294 shares; 2024Q4: 17,432 shares; 2025Q1: 18,438 shares; 2025Q2: 21,721 shares; 2025Q3: 21,678 shares; 2025Q4: 21,466 shares; 2026Q1: 30,019 shares 30,019 $4.63M 0.03% +8,553 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,436 shares 141,436 $4.63M 0.03% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,555 shares; 2025Q2: 52,772 shares; 2025Q3: 55,299 shares; 2025Q4: 83,090 shares; 2026Q1: 95,065 shares 95,065 $4.63M 0.03% +11,975 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,343 shares; 2025Q2: 122,184 shares; 2025Q3: 113,462 shares; 2025Q4: 102,968 shares; 2026Q1: 108,912 shares 108,912 $4.62M 0.03% +5,944 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,031 shares; 2024Q4: 317,362 shares; 2025Q1: 313,188 shares; 2025Q2: 318,131 shares; 2025Q3: 306,842 shares; 2025Q4: 139,432 shares; 2026Q1: 96,030 shares 96,030 $4.61M 0.03% -43,402 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,542 shares; 2024Q4: 207,258 shares; 2025Q1: 193,057 shares; 2025Q2: 206,236 shares; 2025Q3: 226,502 shares; 2025Q4: 110,036 shares; 2026Q1: 112,294 shares 112,294 $4.59M 0.03% +2,258 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,868 shares; 2024Q4: 218,027 shares; 2025Q1: 221,855 shares; 2025Q2: 173,003 shares; 2025Q3: 222,769 shares; 2025Q4: 125,561 shares; 2026Q1: 113,287 shares 113,287 $4.57M 0.03% -12,274 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 4,785 shares; 2025Q1: 37,838 shares; 2025Q2: 45,141 shares; 2025Q3: 44,872 shares; 2025Q4: 45,503 shares; 2026Q1: 49,990 shares 49,990 $4.57M 0.03% +4,487 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,426 shares; 2024Q4: 60,387 shares; 2025Q1: 60,091 shares; 2025Q2: 59,718 shares; 2025Q3: 64,172 shares; 2025Q4: 68,361 shares; 2026Q1: 61,611 shares 61,611 $4.56M 0.03% -6,750 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,863 shares; 2024Q4: 78,702 shares; 2025Q1: 83,823 shares; 2025Q2: 111,944 shares; 2025Q3: 120,292 shares; 2025Q4: 133,568 shares; 2026Q1: 139,377 shares 139,377 $4.54M 0.03% +5,809 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: 6,569 shares; 2024Q4: 5,885 shares; 2025Q1: 6,337 shares; 2025Q2: 9,590 shares; 2025Q3: 9,036 shares; 2025Q4: 8,573 shares; 2026Q1: 22,101 shares 22,101 $4.52M 0.03% +13,528 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: 77,479 shares; 2024Q4: 81,139 shares; 2025Q1: 88,808 shares; 2025Q2: 94,535 shares; 2025Q3: 153,215 shares; 2025Q4: 133,317 shares; 2026Q1: 151,243 shares 151,243 $4.5M 0.03% +17,926 Timeline IYF 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: 17,664 shares; 2024Q4: 18,864 shares; 2025Q1: 30,765 shares; 2025Q2: 51,366 shares; 2025Q3: 52,859 shares; 2025Q4: 32,901 shares; 2026Q1: 34,868 shares 34,868 $4.49M 0.03% +1,967 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: 57,274 shares; 2024Q4: 138,083 shares; 2025Q1: 153,661 shares; 2025Q2: 130,719 shares; 2025Q3: 136,599 shares; 2025Q4: 147,718 shares; 2026Q1: 109,060 shares 109,060 $4.49M 0.03% -38,658 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: 112,451 shares; 2024Q4: 114,231 shares; 2025Q1: 121,036 shares; 2025Q2: 121,760 shares; 2025Q3: 121,718 shares; 2025Q4: 130,353 shares; 2026Q1: 128,196 shares 128,196 $4.49M 0.03% -2,157 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: 8,367 shares; 2024Q4: 8,109 shares; 2025Q1: 8,763 shares; 2025Q2: 10,494 shares; 2025Q3: 11,644 shares; 2025Q4: 13,981 shares; 2026Q1: 14,836 shares 14,836 $4.48M 0.03% +855 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,570 shares; 2025Q4: 3,942 shares; 2026Q1: 71,562 shares 71,562 $4.48M 0.03% +67,620 Timeline EWW 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: 20,199 shares; 2024Q4: 20,323 shares; 2025Q1: 16,329 shares; 2025Q2: 13,990 shares; 2025Q3: 14,246 shares; 2025Q4: 12,946 shares; 2026Q1: 64,413 shares 64,413 $4.47M 0.03% +51,467 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,817 shares; 2025Q2: 13,460 shares; 2025Q3: 9,212 shares; 2025Q4: 15,740 shares; 2026Q1: 19,402 shares 19,402 $4.45M 0.03% +3,662 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,709 shares; 2024Q4: 35,497 shares; 2025Q1: 45,384 shares; 2025Q2: 47,508 shares; 2025Q3: 47,264 shares; 2025Q4: 109,604 shares; 2026Q1: 91,680 shares 91,680 $4.43M 0.03% -17,924 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: 9,631 shares; 2024Q4: 11,017 shares; 2025Q1: 12,050 shares; 2025Q2: 13,428 shares; 2025Q3: 13,445 shares; 2025Q4: 16,229 shares; 2026Q1: 29,514 shares 29,514 $4.42M 0.03% +13,285 Timeline IWV 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: 8,884 shares; 2024Q4: 10,351 shares; 2025Q1: 9,702 shares; 2025Q2: 10,313 shares; 2025Q3: 10,393 shares; 2025Q4: 10,701 shares; 2026Q1: 11,369 shares 11,369 $4.4M 0.03% +668 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: 23,485 shares; 2024Q4: 22,109 shares; 2025Q1: 25,018 shares; 2025Q2: 23,567 shares; 2025Q3: 20,857 shares; 2025Q4: 23,166 shares; 2026Q1: 50,802 shares 50,802 $4.4M 0.03% +27,636 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,345 shares; 2024Q4: 56,688 shares; 2025Q1: 74,194 shares; 2025Q2: 81,031 shares; 2025Q3: 85,462 shares; 2025Q4: 81,698 shares; 2026Q1: 91,598 shares 91,598 $4.38M 0.03% +9,900 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 13,597 shares; 2025Q1: 14,367 shares; 2025Q2: 15,063 shares; 2025Q3: 15,841 shares; 2025Q4: 17,710 shares; 2026Q1: 20,582 shares 20,582 $4.38M 0.03% +2,872 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: 2,121 shares; 2024Q4: 2,191 shares; 2025Q1: 2,220 shares; 2025Q2: 32,502 shares; 2025Q3: 33,401 shares; 2025Q4: 36,131 shares; 2026Q1: 47,841 shares 47,841 $4.38M 0.03% +11,710 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: 22,382 shares; 2024Q4: 17,167 shares; 2025Q1: 20,338 shares; 2025Q2: 28,825 shares; 2025Q3: 31,022 shares; 2025Q4: 43,616 shares; 2026Q1: 50,657 shares 50,657 $4.36M 0.03% +7,041 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: 14,096 shares; 2024Q4: 15,441 shares; 2025Q1: 17,223 shares; 2025Q2: 17,576 shares; 2025Q3: 18,227 shares; 2025Q4: 25,614 shares; 2026Q1: 36,809 shares 36,809 $4.36M 0.03% +11,195 Timeline IBDW 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: 207,543 shares 207,543 $4.34M 0.03% new Timeline AIQ 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: 35,883 shares; 2024Q4: 38,298 shares; 2025Q1: 85,885 shares; 2025Q2: 119,189 shares; 2025Q3: 72,446 shares; 2025Q4: 82,244 shares; 2026Q1: 85,177 shares 85,177 $4.33M 0.03% +2,933 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: 502,102 shares; 2024Q4: 509,152 shares; 2025Q1: 196,061 shares; 2025Q2: 107,802 shares; 2025Q3: 86,430 shares; 2025Q4: 81,344 shares; 2026Q1: 100,385 shares 100,385 $4.31M 0.03% +19,041 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,889 shares; 2024Q4: 48,653 shares; 2025Q1: 90,817 shares; 2025Q2: 128,855 shares; 2025Q3: 134,179 shares; 2025Q4: 143,328 shares; 2026Q1: 162,283 shares 162,283 $4.3M 0.03% +18,955 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: 31,784 shares; 2024Q4: 27,505 shares; 2025Q1: 21,019 shares; 2025Q2: 22,265 shares; 2025Q3: 22,784 shares; 2025Q4: 36,696 shares; 2026Q1: 68,628 shares 68,628 $4.3M 0.03% +31,932 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: 92,500 shares; 2024Q4: 73,475 shares; 2025Q1: 73,960 shares; 2025Q2: 82,706 shares; 2025Q3: 80,903 shares; 2025Q4: 82,845 shares; 2026Q1: 112,464 shares 112,464 $4.3M 0.03% +29,619 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,131 shares; 2024Q4: 138,159 shares; 2025Q1: 143,125 shares; 2025Q2: 149,695 shares; 2025Q3: 174,916 shares; 2025Q4: 207,094 shares; 2026Q1: 227,402 shares 227,402 $4.28M 0.03% +20,308 Timeline BOTZ 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: 69,930 shares; 2024Q4: 73,182 shares; 2025Q1: 86,244 shares; 2025Q2: 80,555 shares; 2025Q3: 95,366 shares; 2025Q4: 108,187 shares; 2026Q1: 118,053 shares 118,053 $4.27M 0.03% +9,866 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,279 shares; 2025Q2: 78,434 shares; 2025Q3: 91,706 shares; 2025Q4: 112,604 shares; 2026Q1: 155,967 shares 155,967 $4.27M 0.03% +43,363 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: 40,165 shares; 2024Q4: 41,696 shares; 2025Q1: 43,346 shares; 2025Q2: 49,796 shares; 2025Q3: 47,503 shares; 2025Q4: 47,535 shares; 2026Q1: 53,099 shares 53,099 $4.26M 0.03% +5,564 Timeline SPEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,425 shares; 2025Q3: 151,148 shares; 2025Q4: 169,394 shares; 2026Q1: 81,520 shares 81,520 $4.25M 0.03% -87,874 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: 5,383 shares; 2024Q4: 5,472 shares; 2025Q1: 5,556 shares; 2025Q2: 6,122 shares; 2025Q3: 6,054 shares; 2025Q4: 4,157 shares; 2026Q1: 24,515 shares 24,515 $4.24M 0.03% +20,358 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,396 shares; 2024Q4: 119,208 shares; 2025Q1: 139,176 shares; 2025Q2: 148,940 shares; 2025Q3: 150,418 shares; 2025Q4: 129,266 shares; 2026Q1: 91,404 shares 91,404 $4.24M 0.03% -37,862 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,354 shares; 2024Q4: 62,036 shares; 2025Q1: 65,100 shares; 2025Q2: 66,017 shares; 2025Q3: 66,925 shares; 2025Q4: 74,597 shares; 2026Q1: 87,411 shares 87,411 $4.24M 0.03% +12,814 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,419 shares; 2024Q4: 32,963 shares; 2025Q1: 32,580 shares; 2025Q2: 32,514 shares; 2025Q3: 31,261 shares; 2025Q4: 31,235 shares; 2026Q1: 30,917 shares 30,917 $4.23M 0.03% -318 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,023 shares; 2024Q4: 352,852 shares; 2025Q1: 240,713 shares; 2025Q2: 144,640 shares; 2025Q3: 125,955 shares; 2025Q4: 105,289 shares; 2026Q1: 95,041 shares 95,041 $4.22M 0.03% -10,248 Timeline JPLD 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: 12,669 shares; 2025Q2: 16,375 shares; 2025Q3: 25,093 shares; 2025Q4: 65,800 shares; 2026Q1: 80,549 shares 80,549 $4.22M 0.03% +14,749 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 15,858 shares; 2025Q1: 14,638 shares; 2025Q2: 19,113 shares; 2025Q3: 25,565 shares; 2025Q4: 42,040 shares; 2026Q1: 51,210 shares 51,210 $4.22M 0.03% +9,170 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,129 shares; 2025Q1: 59,793 shares; 2025Q2: 85,495 shares; 2025Q3: 87,198 shares; 2025Q4: 90,237 shares; 2026Q1: 106,930 shares 106,930 $4.21M 0.03% +16,693 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,863 shares; 2025Q1: 2,442 shares; 2025Q2: 2,900 shares; 2025Q3: 2,653 shares; 2025Q4: not reported; 2026Q1: 41,854 shares 41,854 $4.19M 0.03% new 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: 136,229 shares; 2024Q4: 125,748 shares; 2025Q1: 131,656 shares; 2025Q2: 131,951 shares; 2025Q3: 136,990 shares; 2025Q4: 119,631 shares; 2026Q1: 135,278 shares 135,278 $4.18M 0.03% +15,647 Timeline