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: 683,897 shares; 2024Q4: 827,758 shares; 2025Q1: 910,702 shares; 2025Q2: 959,536 shares; 2025Q3: 917,608 shares; 2025Q4: not reported; 2026Q1: 1,295,429 shares 1,295,429 $127M 5.58% new 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: 99,107 shares; 2024Q4: 356,199 shares; 2025Q1: 456,664 shares; 2025Q2: 645,900 shares; 2025Q3: 595,970 shares; 2025Q4: 672,160 shares; 2026Q1: 816,499 shares 816,499 $82.2M 3.61% +144,339 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: 1,590,189 shares; 2024Q4: 1,606,593 shares; 2025Q1: 1,474,465 shares; 2025Q2: 1,145,512 shares; 2025Q3: 1,171,396 shares; 2025Q4: 1,266,104 shares; 2026Q1: 1,301,850 shares 1,301,850 $73.7M 3.24% +35,746 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: 383,879 shares; 2024Q4: 355,850 shares; 2025Q1: 348,873 shares; 2025Q2: 340,126 shares; 2025Q3: 339,785 shares; 2025Q4: 286,639 shares; 2026Q1: 283,457 shares 283,457 $49.4M 2.17% -3,182 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: 229,034 shares; 2024Q4: 229,871 shares; 2025Q1: 226,718 shares; 2025Q2: 226,156 shares; 2025Q3: 224,484 shares; 2025Q4: 190,104 shares; 2026Q1: 190,430 shares 190,430 $48.3M 2.13% +326 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: 17,575 shares; 2024Q4: 109,895 shares; 2025Q1: 79,871 shares; 2025Q2: 80,055 shares; 2025Q3: 80,175 shares; 2025Q4: 69,092 shares; 2026Q1: 69,294 shares 69,294 $45.1M 1.98% +202 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: 543,400 shares; 2024Q4: 570,783 shares; 2025Q1: 575,589 shares; 2025Q2: 642,161 shares; 2025Q3: 603,459 shares; 2025Q4: 540,842 shares; 2026Q1: 571,822 shares 571,822 $43.8M 1.93% +30,980 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: 145,302 shares; 2024Q4: 143,290 shares; 2025Q1: 140,128 shares; 2025Q2: 137,163 shares; 2025Q3: 133,701 shares; 2025Q4: 133,096 shares; 2026Q1: 132,426 shares 132,426 $42.5M 1.87% -670 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: 259,724 shares; 2024Q4: 313,696 shares; 2025Q1: 334,266 shares; 2025Q2: 356,621 shares; 2025Q3: 408,073 shares; 2025Q4: 435,777 shares; 2026Q1: 407,856 shares 407,856 $41.7M 1.83% -27,921 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: 294,693 shares; 2024Q4: 328,774 shares; 2025Q1: 339,119 shares; 2025Q2: 373,265 shares; 2025Q3: 404,909 shares; 2025Q4: 429,099 shares; 2026Q1: 375,840 shares 375,840 $37.3M 1.64% -53,259 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: 184,650 shares; 2024Q4: 184,669 shares; 2025Q1: 182,934 shares; 2025Q2: 183,559 shares; 2025Q3: 182,737 shares; 2025Q4: 155,953 shares; 2026Q1: 156,142 shares 156,142 $32.5M 1.43% +189 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: 463,500 shares; 2024Q4: 500,342 shares; 2025Q1: 508,615 shares; 2025Q2: 516,228 shares; 2025Q3: 537,916 shares; 2025Q4: 494,963 shares; 2026Q1: 640,765 shares 640,765 $32.4M 1.43% +145,802 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: 67,111 shares; 2024Q4: 68,384 shares; 2025Q1: 72,559 shares; 2025Q2: 69,697 shares; 2025Q3: 70,450 shares; 2025Q4: 57,103 shares; 2026Q1: 62,923 shares 62,923 $23.3M 1.02% +5,820 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: 259,639 shares; 2024Q4: 332,853 shares; 2025Q1: 405,910 shares; 2025Q2: 404,307 shares; 2025Q3: 447,463 shares; 2025Q4: 551,061 shares; 2026Q1: 567,769 shares 567,769 $22.6M 0.99% +16,708 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,802 shares; 2024Q4: 532,915 shares; 2025Q1: 614,743 shares; 2025Q2: 629,395 shares; 2025Q3: 675,254 shares; 2025Q4: 705,459 shares; 2026Q1: 762,790 shares 762,790 $21.5M 0.94% +57,331 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,722 shares; 2024Q4: 89,117 shares; 2025Q1: 88,609 shares; 2025Q2: 87,041 shares; 2025Q3: 86,488 shares; 2025Q4: 87,657 shares; 2026Q1: 87,449 shares 87,449 $18.8M 0.83% -208 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: 191,135 shares; 2024Q4: 288,478 shares; 2025Q1: 433,140 shares; 2025Q2: 449,759 shares; 2025Q3: 496,714 shares; 2025Q4: 529,130 shares; 2026Q1: 552,911 shares 552,911 $18.7M 0.82% +23,781 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: not reported; 2025Q1: not reported; 2025Q2: 194,959 shares; 2025Q3: 220,429 shares; 2025Q4: 284,093 shares; 2026Q1: 516,912 shares 516,912 $17.8M 0.78% +232,819 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: 140,959 shares; 2024Q4: 191,614 shares; 2025Q1: 214,410 shares; 2025Q2: 238,723 shares; 2025Q3: 267,124 shares; 2025Q4: 303,211 shares; 2026Q1: 378,755 shares 378,755 $17.8M 0.78% +75,544 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: 10,568 shares; 2024Q4: 11,366 shares; 2025Q1: 14,396 shares; 2025Q2: 16,856 shares; 2025Q3: 22,767 shares; 2025Q4: 23,649 shares; 2026Q1: 27,183 shares 27,183 $17.8M 0.78% +3,534 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: 88,167 shares; 2024Q4: 90,821 shares; 2025Q1: 90,835 shares; 2025Q2: 88,225 shares; 2025Q3: 87,496 shares; 2025Q4: 59,513 shares; 2026Q1: 61,797 shares 61,797 $17.7M 0.78% +2,284 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: 289,646 shares; 2024Q4: 335,838 shares; 2025Q1: 419,263 shares; 2025Q2: 309,319 shares; 2025Q3: 337,737 shares; 2025Q4: 425,333 shares; 2026Q1: 359,055 shares 359,055 $17.3M 0.76% -66,278 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: 20,871 shares; 2024Q4: 21,106 shares; 2025Q1: 22,988 shares; 2025Q2: 24,835 shares; 2025Q3: 26,606 shares; 2025Q4: 27,261 shares; 2026Q1: 28,902 shares 28,902 $17.3M 0.76% +1,641 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: 530,652 shares; 2024Q4: 495,979 shares; 2025Q1: 978,694 shares; 2025Q2: 556,312 shares; 2025Q3: 560,021 shares; 2025Q4: 588,379 shares; 2026Q1: 584,107 shares 584,107 $16.7M 0.74% -4,272 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: 49,060 shares; 2024Q4: 55,528 shares; 2025Q1: 56,528 shares; 2025Q2: 58,204 shares; 2025Q3: 57,918 shares; 2025Q4: 53,124 shares; 2026Q1: 53,928 shares 53,928 $15.5M 0.68% +804 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: 48,427 shares; 2024Q4: 45,382 shares; 2025Q1: 48,789 shares; 2025Q2: 53,907 shares; 2025Q3: 53,024 shares; 2025Q4: 49,469 shares; 2026Q1: 49,317 shares 49,317 $15.3M 0.67% -152 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: 9,206 shares; 2024Q4: 20,581 shares; 2025Q1: 323,099 shares; 2025Q2: 236,392 shares; 2025Q3: 216,618 shares; 2025Q4: 242,953 shares; 2026Q1: 250,090 shares 250,090 $15M 0.66% +7,137 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: 50,144 shares; 2024Q4: 48,669 shares; 2025Q1: 48,980 shares; 2025Q2: 49,116 shares; 2025Q3: 49,306 shares; 2025Q4: 48,614 shares; 2026Q1: 49,619 shares 49,619 $14.6M 0.64% +1,005 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,376 shares; 2024Q4: 75,467 shares; 2025Q1: 21,143 shares; 2025Q2: 22,097 shares; 2025Q3: 15,299 shares; 2025Q4: 25,577 shares; 2026Q1: 25,125 shares 25,125 $14.5M 0.64% -452 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: 27,429 shares; 2024Q4: 93,033 shares; 2025Q1: 105,398 shares; 2025Q2: 129,226 shares; 2025Q3: 137,067 shares; 2025Q4: 142,320 shares; 2026Q1: 151,627 shares 151,627 $14.4M 0.63% +9,307 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: 48,280 shares; 2024Q4: 43,334 shares; 2025Q1: 39,435 shares; 2025Q2: 39,375 shares; 2025Q3: 39,289 shares; 2025Q4: 37,776 shares; 2026Q1: 38,462 shares 38,462 $14.3M 0.63% +686 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: 17,373 shares; 2024Q4: 18,700 shares; 2025Q1: 31,987 shares; 2025Q2: 29,186 shares; 2025Q3: 28,119 shares; 2025Q4: 28,010 shares; 2026Q1: 28,191 shares 28,191 $13.5M 0.59% +181 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: 34,917 shares; 2024Q4: 123,130 shares; 2025Q1: 42,102 shares; 2025Q2: 27,587 shares; 2025Q3: 21,912 shares; 2025Q4: 42,294 shares; 2026Q1: 97,751 shares 97,751 $13M 0.57% +55,457 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 364,197 shares; 2025Q4: 387,071 shares; 2026Q1: 411,060 shares 411,060 $12.8M 0.56% +23,989 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,128 shares; 2024Q4: 12,882 shares; 2025Q1: 15,428 shares; 2025Q2: 15,026 shares; 2025Q3: 16,975 shares; 2025Q4: 17,006 shares; 2026Q1: 87,166 shares 87,166 $12.4M 0.55% +70,160 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: 71,874 shares; 2024Q4: 92,874 shares; 2025Q1: 112,340 shares; 2025Q2: 121,650 shares; 2025Q3: 147,242 shares; 2025Q4: 167,176 shares; 2026Q1: 183,763 shares 183,763 $12.4M 0.55% +16,587 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: 22,198 shares; 2024Q4: 22,756 shares; 2025Q1: 23,805 shares; 2025Q2: 22,922 shares; 2025Q3: 25,522 shares; 2025Q4: 21,453 shares; 2026Q1: 21,351 shares 21,351 $12.2M 0.54% -102 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: 20,453 shares; 2024Q4: 17,065 shares; 2025Q1: 14,588 shares; 2025Q2: 19,363 shares; 2025Q3: 21,717 shares; 2025Q4: 25,659 shares; 2026Q1: 27,620 shares 27,620 $11.9M 0.52% +1,961 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: 240,936 shares; 2024Q4: 324,458 shares; 2025Q1: 129,433 shares; 2025Q2: 13,341 shares; 2025Q3: 12,008 shares; 2025Q4: 12,985 shares; 2026Q1: 143,121 shares 143,121 $11.7M 0.52% +130,136 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: 30,302 shares; 2024Q4: 28,305 shares; 2025Q1: 27,357 shares; 2025Q2: 27,251 shares; 2025Q3: 27,485 shares; 2025Q4: 27,433 shares; 2026Q1: 26,797 shares 26,797 $11.7M 0.51% -636 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: 41,532 shares; 2024Q4: 40,787 shares; 2025Q1: 40,967 shares; 2025Q2: 40,803 shares; 2025Q3: 40,808 shares; 2025Q4: 38,541 shares; 2026Q1: 38,660 shares 38,660 $11.7M 0.51% +119 Timeline SPBO 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: 134,849 shares; 2024Q4: 226,598 shares; 2025Q1: 262,306 shares; 2025Q2: 339,046 shares; 2025Q3: 357,425 shares; 2025Q4: not reported; 2026Q1: 393,741 shares 393,741 $11.4M 0.5% new 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: 76,595 shares; 2024Q4: 90,090 shares; 2025Q1: 119,411 shares; 2025Q2: 145,471 shares; 2025Q3: 131,927 shares; 2025Q4: 162,537 shares; 2026Q1: 165,750 shares 165,750 $11.3M 0.5% +3,213 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: 85,441 shares; 2024Q4: 84,580 shares; 2025Q1: 85,203 shares; 2025Q2: 267,893 shares; 2025Q3: 266,016 shares; 2025Q4: 237,902 shares; 2026Q1: 228,762 shares 228,762 $11.3M 0.5% -9,140 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,014 shares; 2024Q4: 84,031 shares; 2025Q1: 68,866 shares; 2025Q2: 80,507 shares; 2025Q3: 88,983 shares; 2025Q4: 92,123 shares; 2026Q1: 104,888 shares 104,888 $11.3M 0.5% +12,765 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: 203,799 shares; 2024Q4: 205,896 shares; 2025Q1: 251,043 shares; 2025Q2: 276,299 shares; 2025Q3: 281,230 shares; 2025Q4: 300,314 shares; 2026Q1: 330,474 shares 330,474 $11.1M 0.49% +30,160 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,549 shares; 2024Q4: 68,901 shares; 2025Q1: 71,444 shares; 2025Q2: 72,147 shares; 2025Q3: 73,347 shares; 2025Q4: 73,964 shares; 2026Q1: 74,438 shares 74,438 $11M 0.48% +474 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,611 shares; 2025Q1: 38,917 shares; 2025Q2: 85,041 shares; 2025Q3: 196,891 shares; 2025Q4: 207,414 shares; 2026Q1: 240,504 shares 240,504 $10.2M 0.45% +33,090 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: 207,307 shares; 2024Q4: 327,816 shares; 2025Q1: 315,029 shares; 2025Q2: 207,187 shares; 2025Q3: 310,848 shares; 2025Q4: 218,941 shares; 2026Q1: 222,749 shares 222,749 $10.2M 0.45% +3,808 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585,307 shares; 2024Q4: 1,210,353 shares; 2025Q1: 1,854,282 shares; 2025Q2: 1,916,196 shares; 2025Q3: 1,965,106 shares; 2025Q4: 1,981,572 shares; 2026Q1: 2,234,353 shares 2,234,353 $9.81M 0.43% +252,781 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: 1,697 shares; 2024Q4: 11,606 shares; 2025Q1: 12,693 shares; 2025Q2: 30,609 shares; 2025Q3: 105,004 shares; 2025Q4: 111,626 shares; 2026Q1: 50,594 shares 50,594 $9.71M 0.43% -61,032 Timeline GSY 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: 4,613 shares; 2024Q4: 25,481 shares; 2025Q1: 26,858 shares; 2025Q2: 197,538 shares; 2025Q3: 171,333 shares; 2025Q4: 186,865 shares; 2026Q1: 189,324 shares 189,324 $9.49M 0.42% +2,459 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,504 shares; 2025Q1: 165,452 shares; 2025Q2: 203,116 shares; 2025Q3: 212,858 shares; 2025Q4: 219,195 shares; 2026Q1: 235,402 shares 235,402 $9.46M 0.42% +16,207 Timeline ICLO 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: 179,992 shares; 2024Q4: 211,605 shares; 2025Q1: 233,258 shares; 2025Q2: 250,355 shares; 2025Q3: 284,115 shares; 2025Q4: 306,059 shares; 2026Q1: 370,758 shares 370,758 $9.46M 0.42% +64,699 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: 49,030 shares; 2024Q4: 46,540 shares; 2025Q1: 45,236 shares; 2025Q2: 42,411 shares; 2025Q3: 36,854 shares; 2025Q4: 35,907 shares; 2026Q1: 35,848 shares 35,848 $9.39M 0.41% -59 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: 204,651 shares; 2024Q4: 17,627 shares; 2025Q1: 7,515 shares; 2025Q2: 6,757 shares; 2025Q3: 7,552 shares; 2025Q4: 182,300 shares; 2026Q1: 187,036 shares 187,036 $9.35M 0.41% +4,736 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: 117,604 shares; 2024Q4: 180,271 shares; 2025Q1: 161,068 shares; 2025Q2: 153,129 shares; 2025Q3: 159,537 shares; 2025Q4: 139,969 shares; 2026Q1: 101,867 shares 101,867 $9.34M 0.41% -38,102 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: 104,939 shares; 2024Q4: 111,718 shares; 2025Q1: 116,474 shares; 2025Q2: 114,470 shares; 2025Q3: 113,339 shares; 2025Q4: 114,583 shares; 2026Q1: 104,374 shares 104,374 $9.17M 0.4% -10,209 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: 80,165 shares; 2024Q4: 160,612 shares; 2025Q1: 190,773 shares; 2025Q2: 190,613 shares; 2025Q3: 204,505 shares; 2025Q4: 213,675 shares; 2026Q1: 228,303 shares 228,303 $9.01M 0.4% +14,628 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,750 shares; 2024Q4: 229,562 shares; 2025Q1: 251,837 shares; 2025Q2: 271,989 shares; 2025Q3: 314,292 shares; 2025Q4: 337,252 shares; 2026Q1: 407,997 shares 407,997 $8.98M 0.4% +70,745 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: 10,384 shares; 2024Q4: 10,366 shares; 2025Q1: 10,476 shares; 2025Q2: 10,372 shares; 2025Q3: 10,426 shares; 2025Q4: 94,042 shares; 2026Q1: 93,360 shares 93,360 $8.98M 0.39% -682 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: 283,575 shares; 2024Q4: 47,901 shares; 2025Q1: 185,333 shares; 2025Q2: 174,672 shares; 2025Q3: 173,166 shares; 2025Q4: 373,177 shares; 2026Q1: 195,023 shares 195,023 $8.95M 0.39% -178,154 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: 45,996 shares; 2024Q4: 44,718 shares; 2025Q1: 45,457 shares; 2025Q2: 46,184 shares; 2025Q3: 52,653 shares; 2025Q4: 50,971 shares; 2026Q1: 52,446 shares 52,446 $8.9M 0.39% +1,475 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306,806 shares 306,806 $8.85M 0.39% new 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: 248,169 shares; 2024Q4: 212,031 shares; 2025Q1: 202,644 shares; 2025Q2: 731,499 shares; 2025Q3: 684,157 shares; 2025Q4: 207,659 shares; 2026Q1: 174,287 shares 174,287 $8.77M 0.39% -33,372 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: 390,108 shares; 2024Q4: 383,090 shares; 2025Q1: 413,287 shares; 2025Q2: 427,088 shares; 2025Q3: 431,184 shares; 2025Q4: 466,219 shares; 2026Q1: 390,465 shares 390,465 $8.74M 0.38% -75,754 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: 35,906 shares; 2024Q4: 35,676 shares; 2025Q1: 35,819 shares; 2025Q2: 35,717 shares; 2025Q3: 38,166 shares; 2025Q4: 38,834 shares; 2026Q1: 43,735 shares 43,735 $8.58M 0.38% +4,901 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,638 shares; 2024Q4: 180,619 shares; 2025Q1: 179,597 shares; 2025Q2: 183,909 shares; 2025Q3: 183,560 shares; 2025Q4: 181,263 shares; 2026Q1: 178,861 shares 178,861 $8.54M 0.38% -2,402 Timeline RING 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: 59,996 shares; 2024Q4: 88,881 shares; 2025Q1: 105,819 shares; 2025Q2: 104,549 shares; 2025Q3: 107,120 shares; 2025Q4: not reported; 2026Q1: 105,319 shares 105,319 $8.32M 0.37% new Timeline PAAA 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: 17,807 shares; 2024Q4: 37,794 shares; 2025Q1: 308,067 shares; 2025Q2: 99,772 shares; 2025Q3: 196,090 shares; 2025Q4: 167,889 shares; 2026Q1: 161,270 shares 161,270 $8.25M 0.36% -6,619 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 86,693 shares; 2025Q1: 117,985 shares; 2025Q2: 138,336 shares; 2025Q3: 159,081 shares; 2025Q4: 142,631 shares; 2026Q1: 162,966 shares 162,966 $8.25M 0.36% +20,335 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: 62,116 shares; 2024Q4: 22,324 shares; 2025Q1: 24,059 shares; 2025Q2: 23,802 shares; 2025Q3: 24,836 shares; 2025Q4: 28,035 shares; 2026Q1: 92,552 shares 92,552 $8.02M 0.35% +64,517 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: 56,899 shares; 2024Q4: 57,931 shares; 2025Q1: 58,192 shares; 2025Q2: 76,322 shares; 2025Q3: 114,738 shares; 2025Q4: 60,661 shares; 2026Q1: 63,136 shares 63,136 $7.85M 0.35% +2,475 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,725 shares; 2025Q4: 146,126 shares; 2026Q1: 299,225 shares 299,225 $7.78M 0.34% +153,099 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,437 shares; 2024Q4: 80,568 shares; 2025Q1: 91,343 shares; 2025Q2: 89,551 shares; 2025Q3: 94,380 shares; 2025Q4: 88,458 shares; 2026Q1: 558,506 shares 558,506 $7.58M 0.33% +470,048 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: 673,819 shares; 2024Q4: 329,919 shares; 2025Q1: 387,060 shares; 2025Q2: 157,021 shares; 2025Q3: 144,233 shares; 2025Q4: 126,622 shares; 2026Q1: 151,385 shares 151,385 $7.49M 0.33% +24,763 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: 30,446 shares; 2024Q4: 29,690 shares; 2025Q1: 29,436 shares; 2025Q2: 29,561 shares; 2025Q3: 29,621 shares; 2025Q4: 29,482 shares; 2026Q1: 30,650 shares 30,650 $7.49M 0.33% +1,168 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: 63,148 shares; 2024Q4: 197,642 shares; 2025Q1: 212,710 shares; 2025Q2: 212,221 shares; 2025Q3: 199,651 shares; 2025Q4: 208,666 shares; 2026Q1: 234,886 shares 234,886 $7.21M 0.32% +26,220 Timeline PDBA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,728 shares 196,728 $7.17M 0.32% new 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: 19,449 shares; 2024Q4: 23,071 shares; 2025Q1: 24,377 shares; 2025Q2: 23,849 shares; 2025Q3: 23,533 shares; 2025Q4: 23,389 shares; 2026Q1: 23,641 shares 23,641 $7.06M 0.31% +252 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,760 shares; 2025Q3: 53,832 shares; 2025Q4: 72,605 shares; 2026Q1: 63,341 shares 63,341 $7.02M 0.31% -9,264 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,424 shares; 2024Q4: 99,932 shares; 2025Q1: 105,137 shares; 2025Q2: 336,660 shares; 2025Q3: 322,791 shares; 2025Q4: 315,818 shares; 2026Q1: 315,207 shares 315,207 $6.98M 0.31% -611 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,410 shares; 2024Q4: 64,081 shares; 2025Q1: 64,787 shares; 2025Q2: 64,340 shares; 2025Q3: 64,504 shares; 2025Q4: 55,210 shares; 2026Q1: 55,020 shares 55,020 $6.84M 0.3% -190 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,637 shares; 2025Q4: 108,228 shares; 2026Q1: 128,870 shares 128,870 $6.64M 0.29% +20,642 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: 51,615 shares; 2025Q1: 53,837 shares; 2025Q2: 49,315 shares; 2025Q3: 56,302 shares; 2025Q4: 57,117 shares; 2026Q1: 60,937 shares 60,937 $6.54M 0.29% +3,820 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,199 shares; 2025Q2: 101,216 shares; 2025Q3: 101,180 shares; 2025Q4: 101,130 shares; 2026Q1: 101,130 shares 101,130 $6.49M 0.29% 0 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: 72,671 shares; 2024Q4: 111,271 shares; 2025Q1: 57,366 shares; 2025Q2: 225,216 shares; 2025Q3: 182,140 shares; 2025Q4: 203,140 shares; 2026Q1: 181,361 shares 181,361 $6.41M 0.28% -21,779 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: 32,879 shares; 2024Q4: 33,052 shares; 2025Q1: 33,102 shares; 2025Q2: 33,091 shares; 2025Q3: 33,313 shares; 2025Q4: 29,186 shares; 2026Q1: 29,008 shares 29,008 $6.31M 0.28% -178 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: 93,962 shares; 2024Q4: 82,541 shares; 2025Q1: 76,883 shares; 2025Q2: 76,068 shares; 2025Q3: 72,292 shares; 2025Q4: 70,950 shares; 2026Q1: 78,951 shares 78,951 $6.24M 0.27% +8,001 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,943 shares; 2024Q4: 250,441 shares; 2025Q1: 340,877 shares; 2025Q2: 341,959 shares; 2025Q3: 357,124 shares; 2025Q4: 363,381 shares; 2026Q1: 382,717 shares 382,717 $6.23M 0.27% +19,336 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: 29,349 shares; 2024Q4: 28,929 shares; 2025Q1: 29,963 shares; 2025Q2: 31,238 shares; 2025Q3: 30,197 shares; 2025Q4: 29,634 shares; 2026Q1: 29,599 shares 29,599 $6.12M 0.27% -35 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,961 shares; 2024Q4: 183,702 shares; 2025Q1: 219,498 shares; 2025Q2: 225,155 shares; 2025Q3: 246,053 shares; 2025Q4: 252,039 shares; 2026Q1: 286,313 shares 286,313 $6.11M 0.27% +34,274 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: 44,188 shares; 2024Q4: 47,598 shares; 2025Q1: 52,697 shares; 2025Q2: 60,523 shares; 2025Q3: 59,477 shares; 2025Q4: 54,139 shares; 2026Q1: 50,710 shares 50,710 $6.1M 0.27% -3,429 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,141 shares; 2024Q4: 547,408 shares; 2025Q1: 540,978 shares; 2025Q2: 516,858 shares; 2025Q3: 516,558 shares; 2025Q4: 527,776 shares; 2026Q1: 528,385 shares 528,385 $5.98M 0.26% +609 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: 34,085 shares; 2024Q4: 40,705 shares; 2025Q1: 43,570 shares; 2025Q2: 44,913 shares; 2025Q3: 46,253 shares; 2025Q4: 40,657 shares; 2026Q1: 41,099 shares 41,099 $5.94M 0.26% +442 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: 60,046 shares; 2024Q4: 66,786 shares; 2025Q1: 71,193 shares; 2025Q2: 11,332 shares; 2025Q3: 88,707 shares; 2025Q4: 60,602 shares; 2026Q1: 63,555 shares 63,555 $5.89M 0.26% +2,953 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,661 shares; 2025Q1: 120,556 shares; 2025Q2: 123,208 shares; 2025Q3: 139,450 shares; 2025Q4: 146,928 shares; 2026Q1: 173,186 shares 173,186 $5.84M 0.26% +26,258 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: 68,281 shares; 2024Q4: 73,057 shares; 2025Q1: 76,058 shares; 2025Q2: 72,550 shares; 2025Q3: 72,303 shares; 2025Q4: 74,358 shares; 2026Q1: 74,027 shares 74,027 $5.71M 0.25% -331 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: 20,504 shares; 2024Q4: 22,048 shares; 2025Q1: 13,287 shares; 2025Q2: 39,803 shares; 2025Q3: 35,595 shares; 2025Q4: 37,387 shares; 2026Q1: 34,448 shares 34,448 $5.71M 0.25% -2,939 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: 19,475 shares; 2024Q4: 19,613 shares; 2025Q1: 20,801 shares; 2025Q2: 21,418 shares; 2025Q3: 20,714 shares; 2025Q4: 20,419 shares; 2026Q1: 23,237 shares 23,237 $5.52M 0.24% +2,818 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,461 shares; 2025Q1: 29,831 shares; 2025Q2: 30,701 shares; 2025Q3: 33,007 shares; 2025Q4: 34,344 shares; 2026Q1: 37,852 shares 37,852 $5.49M 0.24% +3,508 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: 42,328 shares; 2024Q4: 42,445 shares; 2025Q1: 40,892 shares; 2025Q2: 40,107 shares; 2025Q3: 38,927 shares; 2025Q4: 38,504 shares; 2026Q1: 36,556 shares 36,556 $5.33M 0.23% -1,948 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: 45,225 shares; 2024Q4: 45,766 shares; 2025Q1: 45,757 shares; 2025Q2: 45,886 shares; 2025Q3: 45,115 shares; 2025Q4: 43,009 shares; 2026Q1: 44,149 shares 44,149 $5.24M 0.23% +1,140 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: 7,812 shares; 2024Q4: 15,151 shares; 2025Q1: 17,112 shares; 2025Q2: 111,966 shares; 2025Q3: 106,736 shares; 2025Q4: 112,504 shares; 2026Q1: 93,459 shares 93,459 $5.16M 0.23% -19,045 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: 4,233 shares; 2024Q4: 4,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 12,661 shares; 2026Q1: 100,868 shares 100,868 $5M 0.22% +88,207 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: 17,300 shares; 2024Q4: 16,426 shares; 2025Q1: 16,372 shares; 2025Q2: 16,238 shares; 2025Q3: 16,252 shares; 2025Q4: 14,963 shares; 2026Q1: 15,167 shares 15,167 $4.99M 0.22% +204 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: 81,119 shares; 2024Q4: 138,234 shares; 2025Q1: 73,543 shares; 2025Q2: 68,804 shares; 2025Q3: 142,496 shares; 2025Q4: 74,057 shares; 2026Q1: 83,785 shares 83,785 $4.96M 0.22% +9,728 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: 78,378 shares; 2024Q4: 67,639 shares; 2025Q1: 67,917 shares; 2025Q2: 65,016 shares; 2025Q3: 66,336 shares; 2025Q4: 66,988 shares; 2026Q1: 65,975 shares 65,975 $4.96M 0.22% -1,013 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: 6,453 shares; 2024Q4: 7,050 shares; 2025Q1: 7,035 shares; 2025Q2: 6,965 shares; 2025Q3: 6,856 shares; 2025Q4: 5,033 shares; 2026Q1: 4,869 shares 4,869 $4.85M 0.21% -164 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: 12,556 shares; 2024Q4: 13,307 shares; 2025Q1: 13,593 shares; 2025Q2: 47,772 shares; 2025Q3: 35,438 shares; 2025Q4: 36,487 shares; 2026Q1: 35,447 shares 35,447 $4.81M 0.21% -1,040 Timeline TMSL 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: 144,798 shares; 2024Q4: 134,982 shares; 2025Q1: 154,345 shares; 2025Q2: 215,069 shares; 2025Q3: 127,422 shares; 2025Q4: 127,902 shares; 2026Q1: 130,182 shares 130,182 $4.77M 0.21% +2,280 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: 268,322 shares; 2024Q4: 59,616 shares; 2025Q1: 33,649 shares; 2025Q2: 156,062 shares; 2025Q3: 148,923 shares; 2025Q4: 91,801 shares; 2026Q1: 77,894 shares 77,894 $4.77M 0.21% -13,907 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: 24,571 shares; 2024Q4: 24,467 shares; 2025Q1: 23,721 shares; 2025Q2: 23,867 shares; 2025Q3: 24,307 shares; 2025Q4: 23,854 shares; 2026Q1: 24,712 shares 24,712 $4.77M 0.21% +858 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: 88,343 shares; 2024Q4: 54,178 shares; 2025Q1: 70,161 shares; 2025Q2: 70,683 shares; 2025Q3: 75,912 shares; 2025Q4: 92,622 shares; 2026Q1: 103,658 shares 103,658 $4.73M 0.21% +11,036 Timeline SMOG 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: 40,590 shares; 2024Q4: 40,310 shares; 2025Q1: 39,438 shares; 2025Q2: 38,885 shares; 2025Q3: 35,303 shares; 2025Q4: 34,464 shares; 2026Q1: 33,765 shares 33,765 $4.69M 0.21% -699 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: 28,448 shares; 2024Q4: 29,344 shares; 2025Q1: 29,777 shares; 2025Q2: 28,398 shares; 2025Q3: 29,935 shares; 2025Q4: 39,683 shares; 2026Q1: 58,807 shares 58,807 $4.66M 0.21% +19,124 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: 8,900 shares; 2024Q4: 8,802 shares; 2025Q1: 9,535 shares; 2025Q2: 9,494 shares; 2025Q3: 12,261 shares; 2025Q4: 19,926 shares; 2026Q1: 20,589 shares 20,589 $4.65M 0.2% +663 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: 17,881 shares; 2024Q4: 19,125 shares; 2025Q1: 20,581 shares; 2025Q2: 21,600 shares; 2025Q3: 23,214 shares; 2025Q4: 23,506 shares; 2026Q1: 23,999 shares 23,999 $4.6M 0.2% +493 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,070 shares; 2025Q3: 809,713 shares; 2025Q4: 839,270 shares; 2026Q1: 830,546 shares 830,546 $4.49M 0.2% -8,724 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,125 shares; 2025Q2: 45,931 shares; 2025Q3: 48,368 shares; 2025Q4: 54,710 shares; 2026Q1: 55,067 shares 55,067 $4.44M 0.2% +357 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: 16,898 shares; 2024Q4: 14,358 shares; 2025Q1: 14,682 shares; 2025Q2: 14,689 shares; 2025Q3: 16,111 shares; 2025Q4: 13,469 shares; 2026Q1: 13,005 shares 13,005 $4.39M 0.19% -464 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: 6,912 shares; 2024Q4: 6,542 shares; 2025Q1: 6,189 shares; 2025Q2: 6,226 shares; 2025Q3: 6,334 shares; 2025Q4: 4,782 shares; 2026Q1: 4,702 shares 4,702 $4.32M 0.19% -80 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: 58,290 shares; 2024Q4: 42,251 shares; 2025Q1: 42,644 shares; 2025Q2: 45,943 shares; 2025Q3: 46,394 shares; 2025Q4: 46,122 shares; 2026Q1: 40,473 shares 40,473 $4.25M 0.19% -5,649 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,220 shares; 2025Q2: 54,221 shares; 2025Q3: 55,951 shares; 2025Q4: 63,650 shares; 2026Q1: 84,290 shares 84,290 $4.21M 0.19% +20,640 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,188 shares; 2024Q4: 228,426 shares; 2025Q1: 235,622 shares; 2025Q2: 250,996 shares; 2025Q3: 269,872 shares; 2025Q4: 280,562 shares; 2026Q1: 288,032 shares 288,032 $4.11M 0.18% +7,470 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,522 shares; 2024Q4: 13,663 shares; 2025Q1: 14,140 shares; 2025Q2: 13,591 shares; 2025Q3: 13,493 shares; 2025Q4: 13,050 shares; 2026Q1: 14,147 shares 14,147 $4.06M 0.18% +1,097 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 9,191 shares; 2025Q1: 9,199 shares; 2025Q2: 9,233 shares; 2025Q3: 9,190 shares; 2025Q4: 7,894 shares; 2026Q1: 8,093 shares 8,093 $4.04M 0.18% +199 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: 26,732 shares; 2024Q4: 103,922 shares; 2025Q1: 103,965 shares; 2025Q2: 161,679 shares; 2025Q3: 160,347 shares; 2025Q4: 155,541 shares; 2026Q1: 158,393 shares 158,393 $3.92M 0.17% +2,852 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: 46,819 shares; 2024Q4: 47,038 shares; 2025Q1: 44,980 shares; 2025Q2: 43,537 shares; 2025Q3: 43,733 shares; 2025Q4: 43,611 shares; 2026Q1: 42,156 shares 42,156 $3.91M 0.17% -1,455 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: 22,079 shares; 2024Q4: 32,564 shares; 2025Q1: 21,328 shares; 2025Q2: 22,632 shares; 2025Q3: 16,414 shares; 2025Q4: 19,253 shares; 2026Q1: 34,686 shares 34,686 $3.86M 0.17% +15,433 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: 55,018 shares; 2024Q4: 49,327 shares; 2025Q1: 49,530 shares; 2025Q2: 89,436 shares; 2025Q3: 119,965 shares; 2025Q4: 49,901 shares; 2026Q1: 49,521 shares 49,521 $3.62M 0.16% -380 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,701 shares; 2024Q4: 47,916 shares; 2025Q1: 47,945 shares; 2025Q2: 46,900 shares; 2025Q3: 50,328 shares; 2025Q4: 49,119 shares; 2026Q1: 51,363 shares 51,363 $3.6M 0.16% +2,244 Timeline FDD 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: 198,437 shares; 2025Q3: 202,460 shares; 2025Q4: 213,902 shares; 2026Q1: 201,759 shares 201,759 $3.59M 0.16% -12,143 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 21,661 shares; 2025Q1: 24,528 shares; 2025Q2: 23,861 shares; 2025Q3: 49,025 shares; 2025Q4: 52,872 shares; 2026Q1: 66,195 shares 66,195 $3.57M 0.16% +13,323 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: 56,652 shares; 2024Q4: 56,530 shares; 2025Q1: 57,184 shares; 2025Q2: 57,895 shares; 2025Q3: 67,858 shares; 2025Q4: 66,216 shares; 2026Q1: 61,298 shares 61,298 $3.57M 0.16% -4,918 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: 329,040 shares; 2024Q4: 14,262 shares; 2025Q1: 12,069 shares; 2025Q2: 47,612 shares; 2025Q3: 124,976 shares; 2025Q4: 105,865 shares; 2026Q1: 71,144 shares 71,144 $3.55M 0.16% -34,721 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,260 shares; 2024Q4: 124,004 shares; 2025Q1: 123,074 shares; 2025Q2: 129,445 shares; 2025Q3: 130,367 shares; 2025Q4: 131,211 shares; 2026Q1: 133,102 shares 133,102 $3.55M 0.16% +1,891 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,970 shares; 2024Q4: 201,904 shares; 2025Q1: 201,048 shares; 2025Q2: 206,955 shares; 2025Q3: 210,009 shares; 2025Q4: 208,370 shares; 2026Q1: 207,230 shares 207,230 $3.54M 0.16% -1,140 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: 25,817 shares; 2024Q4: 33,272 shares; 2025Q1: 37,761 shares; 2025Q2: 35,803 shares; 2025Q3: 38,668 shares; 2025Q4: not reported; 2026Q1: 38,997 shares 38,997 $3.53M 0.16% new 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: 6,872 shares; 2024Q4: 7,139 shares; 2025Q1: 7,187 shares; 2025Q2: 12,113 shares; 2025Q3: 13,140 shares; 2025Q4: 11,269 shares; 2026Q1: 12,852 shares 12,852 $3.48M 0.15% +1,583 Timeline QGRW 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: 45,720 shares; 2024Q4: 50,512 shares; 2025Q1: 67,756 shares; 2025Q2: 60,615 shares; 2025Q3: 60,996 shares; 2025Q4: 61,334 shares; 2026Q1: 63,519 shares 63,519 $3.39M 0.15% +2,185 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,398 shares; 2024Q4: 33,028 shares; 2025Q1: 126,603 shares; 2025Q2: 35,482 shares; 2025Q3: 30,139 shares; 2025Q4: 91,066 shares; 2026Q1: 23,108 shares 23,108 $3.39M 0.15% -67,958 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: 47,748 shares; 2024Q4: 44,551 shares; 2025Q1: 43,830 shares; 2025Q2: 43,675 shares; 2025Q3: 42,927 shares; 2025Q4: 43,620 shares; 2026Q1: 44,847 shares 44,847 $3.37M 0.15% +1,227 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: 8,226 shares; 2024Q4: 12,364 shares; 2025Q1: 11,467 shares; 2025Q2: 20,913 shares; 2025Q3: 8,212 shares; 2025Q4: 9,885 shares; 2026Q1: 8,765 shares 8,765 $3.36M 0.15% -1,120 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: 194,656 shares; 2024Q4: 189,124 shares; 2025Q1: 170,708 shares; 2025Q2: 218,046 shares; 2025Q3: 143,206 shares; 2025Q4: 150,728 shares; 2026Q1: 144,002 shares 144,002 $3.36M 0.15% -6,726 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: 77,123 shares; 2024Q4: 77,790 shares; 2025Q1: 79,470 shares; 2025Q2: 80,952 shares; 2025Q3: 81,542 shares; 2025Q4: 84,659 shares; 2026Q1: 86,169 shares 86,169 $3.26M 0.14% +1,510 Timeline VOOV 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: 15,993 shares; 2024Q4: 15,844 shares; 2025Q1: 15,180 shares; 2025Q2: 14,697 shares; 2025Q3: 15,104 shares; 2025Q4: 15,461 shares; 2026Q1: 15,819 shares 15,819 $3.22M 0.14% +358 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: 61,332 shares; 2024Q4: 59,401 shares; 2025Q1: 60,136 shares; 2025Q2: 59,563 shares; 2025Q3: 59,772 shares; 2025Q4: 61,636 shares; 2026Q1: 64,123 shares 64,123 $3.22M 0.14% +2,487 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 15,982 shares; 2025Q1: 22,969 shares; 2025Q2: 26,915 shares; 2025Q3: 26,644 shares; 2025Q4: 25,258 shares; 2026Q1: 23,879 shares 23,879 $3.15M 0.14% -1,379 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: 4,968 shares; 2024Q4: 4,352 shares; 2025Q1: 4,358 shares; 2025Q2: 4,249 shares; 2025Q3: 4,450 shares; 2025Q4: 3,975 shares; 2026Q1: 4,440 shares 4,440 $3.15M 0.14% +465 Timeline SIHY 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: 47,822 shares; 2024Q4: 45,406 shares; 2025Q1: 47,172 shares; 2025Q2: 66,549 shares; 2025Q3: 67,216 shares; 2025Q4: 69,673 shares; 2026Q1: 70,153 shares 70,153 $3.14M 0.14% +480 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: 21,542 shares; 2024Q4: 19,281 shares; 2025Q1: 18,242 shares; 2025Q2: 17,551 shares; 2025Q3: 17,168 shares; 2025Q4: 14,563 shares; 2026Q1: 15,168 shares 15,168 $3.09M 0.14% +605 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: 10,070 shares; 2024Q4: 10,888 shares; 2025Q1: 10,549 shares; 2025Q2: 9,846 shares; 2025Q3: 5,551 shares; 2025Q4: 5,226 shares; 2026Q1: 7,087 shares 7,087 $3.02M 0.13% +1,861 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 9,553 shares; 2025Q1: 11,052 shares; 2025Q2: 11,325 shares; 2025Q3: 11,496 shares; 2025Q4: 11,590 shares; 2026Q1: 10,517 shares 10,517 $2.98M 0.13% -1,073 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 207,769 shares; 2025Q1: 116,101 shares; 2025Q2: 128,245 shares; 2025Q3: 129,555 shares; 2025Q4: 156,452 shares; 2026Q1: 167,752 shares 167,752 $2.93M 0.13% +11,300 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: 9,876 shares; 2024Q4: 10,249 shares; 2025Q1: 10,544 shares; 2025Q2: 10,042 shares; 2025Q3: 13,225 shares; 2025Q4: 12,329 shares; 2026Q1: 11,993 shares 11,993 $2.91M 0.13% -336 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: 21,579 shares; 2024Q4: 23,895 shares; 2025Q1: 19,864 shares; 2025Q2: 23,757 shares; 2025Q3: 28,052 shares; 2025Q4: 28,802 shares; 2026Q1: 30,612 shares 30,612 $2.91M 0.13% +1,810 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: 25,928 shares; 2024Q4: 28,466 shares; 2025Q1: 33,249 shares; 2025Q2: 20,474 shares; 2025Q3: 21,164 shares; 2025Q4: 19,859 shares; 2026Q1: 17,665 shares 17,665 $2.86M 0.13% -2,194 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,299 shares; 2025Q2: 17,677 shares; 2025Q3: 42,481 shares; 2025Q4: 71,344 shares; 2026Q1: 73,500 shares 73,500 $2.85M 0.13% +2,156 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: 5,731 shares; 2024Q4: 5,164 shares; 2025Q1: 4,963 shares; 2025Q2: 6,770 shares; 2025Q3: 6,184 shares; 2025Q4: 5,750 shares; 2026Q1: 5,735 shares 5,735 $2.82M 0.12% -15 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,396 shares; 2026Q1: 47,625 shares 47,625 $2.79M 0.12% +26,229 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 42,482 shares; 2025Q1: 35,200 shares; 2025Q2: 56,671 shares; 2025Q3: 44,010 shares; 2025Q4: 38,250 shares; 2026Q1: 37,320 shares 37,320 $2.77M 0.12% -930 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,209 shares; 2025Q1: 1,017 shares; 2025Q2: 967 shares; 2025Q3: 988 shares; 2025Q4: 9,983 shares; 2026Q1: 7,427 shares 7,427 $2.73M 0.12% -2,556 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: 45,224 shares; 2024Q4: 50,617 shares; 2025Q1: 53,650 shares; 2025Q2: 31,894 shares; 2025Q3: 47,305 shares; 2025Q4: 39,064 shares; 2026Q1: 39,605 shares 39,605 $2.7M 0.12% +541 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,604 shares; 2024Q4: 26,580 shares; 2025Q1: 29,593 shares; 2025Q2: 29,790 shares; 2025Q3: 26,015 shares; 2025Q4: 16,149 shares; 2026Q1: 15,585 shares 15,585 $2.67M 0.12% -564 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: 32,630 shares; 2024Q4: 34,188 shares; 2025Q1: 33,485 shares; 2025Q2: 33,690 shares; 2025Q3: 33,968 shares; 2025Q4: 34,020 shares; 2026Q1: 35,122 shares 35,122 $2.67M 0.12% +1,102 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,905 shares 30,905 $2.62M 0.12% new 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: 120,863 shares; 2024Q4: 39,228 shares; 2025Q1: 41,323 shares; 2025Q2: 40,734 shares; 2025Q3: 38,393 shares; 2025Q4: 37,708 shares; 2026Q1: 41,422 shares 41,422 $2.59M 0.11% +3,714 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,008 shares; 2025Q1: 2,435 shares; 2025Q2: 2,546 shares; 2025Q3: 2,718 shares; 2025Q4: 2,567 shares; 2026Q1: 2,935 shares 2,935 $2.56M 0.11% +368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,596 shares; 2025Q3: 18,024 shares; 2025Q4: 22,087 shares; 2026Q1: 26,009 shares 26,009 $2.51M 0.11% +3,922 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: not reported; 2024Q4: not reported; 2025Q1: 4,740 shares; 2025Q2: 27,511 shares; 2025Q3: 24,897 shares; 2025Q4: 23,571 shares; 2026Q1: 26,260 shares 26,260 $2.51M 0.11% +2,689 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: 16,834 shares; 2024Q4: 17,366 shares; 2025Q1: 16,993 shares; 2025Q2: 16,567 shares; 2025Q3: 16,377 shares; 2025Q4: 14,654 shares; 2026Q1: 15,523 shares 15,523 $2.48M 0.11% +869 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: 25,602 shares; 2024Q4: 23,066 shares; 2025Q1: 23,599 shares; 2025Q2: 24,668 shares; 2025Q3: 24,899 shares; 2025Q4: 22,973 shares; 2026Q1: 21,533 shares 21,533 $2.48M 0.11% -1,440 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,575 shares; 2024Q4: 100,569 shares; 2025Q1: 80,299 shares; 2025Q2: 75,746 shares; 2025Q3: 48,324 shares; 2025Q4: 48,376 shares; 2026Q1: 48,498 shares 48,498 $2.45M 0.11% +122 Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,506 shares 86,506 $2.45M 0.11% new 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: 20,528 shares; 2024Q4: 20,366 shares; 2025Q1: 19,966 shares; 2025Q2: 19,011 shares; 2025Q3: 18,971 shares; 2025Q4: 18,334 shares; 2026Q1: 18,334 shares 18,334 $2.41M 0.11% 0 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: 29,194 shares; 2024Q4: 28,346 shares; 2025Q1: 29,269 shares; 2025Q2: 29,267 shares; 2025Q3: 29,378 shares; 2025Q4: 26,603 shares; 2026Q1: 25,905 shares 25,905 $2.41M 0.11% -698 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,179 shares; 2026Q1: 39,688 shares 39,688 $2.4M 0.11% +23,509 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: 39,863 shares; 2024Q4: 38,441 shares; 2025Q1: 37,894 shares; 2025Q2: 38,535 shares; 2025Q3: 38,490 shares; 2025Q4: 38,027 shares; 2026Q1: 37,424 shares 37,424 $2.4M 0.11% -603 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,337 shares; 2024Q4: 35,110 shares; 2025Q1: 31,735 shares; 2025Q2: 12,096 shares; 2025Q3: 17,292 shares; 2025Q4: 28,017 shares; 2026Q1: 30,133 shares 30,133 $2.37M 0.1% +2,116 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: 10,672 shares; 2024Q4: 23,740 shares; 2025Q1: 30,191 shares; 2025Q2: 42,923 shares; 2025Q3: 33,331 shares; 2025Q4: 15,699 shares; 2026Q1: 16,069 shares 16,069 $2.35M 0.1% +370 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: 11,966 shares; 2024Q4: 11,522 shares; 2025Q1: 12,097 shares; 2025Q2: 12,059 shares; 2025Q3: 11,950 shares; 2025Q4: 14,330 shares; 2026Q1: 15,891 shares 15,891 $2.34M 0.1% +1,561 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: 9,345 shares; 2024Q4: 8,928 shares; 2025Q1: 10,149 shares; 2025Q2: 12,913 shares; 2025Q3: 11,976 shares; 2025Q4: 11,877 shares; 2026Q1: 12,222 shares 12,222 $2.32M 0.1% +345 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,854 shares; 2024Q4: 28,949 shares; 2025Q1: 26,053 shares; 2025Q2: 25,856 shares; 2025Q3: 25,332 shares; 2025Q4: 26,008 shares; 2026Q1: 25,840 shares 25,840 $2.29M 0.1% -168 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: 7,297 shares; 2024Q4: 6,173 shares; 2025Q1: 18,161 shares; 2025Q2: 19,261 shares; 2025Q3: 19,598 shares; 2025Q4: 18,962 shares; 2026Q1: 18,238 shares 18,238 $2.29M 0.1% -724 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: 17,482 shares; 2024Q4: 28,391 shares; 2025Q1: 35,237 shares; 2025Q2: 35,780 shares; 2025Q3: 35,576 shares; 2025Q4: 29,900 shares; 2026Q1: 31,418 shares 31,418 $2.26M 0.1% +1,518 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: 4,198 shares; 2024Q4: 4,179 shares; 2025Q1: 4,074 shares; 2025Q2: 3,958 shares; 2025Q3: 3,719 shares; 2025Q4: 3,421 shares; 2026Q1: 3,703 shares 3,703 $2.24M 0.1% +282 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: 3,641 shares; 2024Q4: 7,362 shares; 2025Q1: 7,126 shares; 2025Q2: 7,086 shares; 2025Q3: 7,005 shares; 2025Q4: 9,229 shares; 2026Q1: 9,271 shares 9,271 $2.22M 0.1% +42 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: 19,398 shares; 2024Q4: 17,594 shares; 2025Q1: 17,296 shares; 2025Q2: 17,949 shares; 2025Q3: 25,191 shares; 2025Q4: 26,923 shares; 2026Q1: 35,763 shares 35,763 $2.22M 0.1% +8,840 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,355 shares; 2024Q4: 33,741 shares; 2025Q1: 33,525 shares; 2025Q2: 33,807 shares; 2025Q3: 36,635 shares; 2025Q4: 27,740 shares; 2026Q1: 26,987 shares 26,987 $2.21M 0.1% -753 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: 32,400 shares; 2024Q4: 31,142 shares; 2025Q1: 32,346 shares; 2025Q2: 33,038 shares; 2025Q3: 32,948 shares; 2025Q4: 27,491 shares; 2026Q1: 28,080 shares 28,080 $2.18M 0.1% +589 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,423 shares; 2024Q4: 22,301 shares; 2025Q1: 21,306 shares; 2025Q2: 20,197 shares; 2025Q3: 19,438 shares; 2025Q4: 19,032 shares; 2026Q1: 19,339 shares 19,339 $2.14M 0.09% +307 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: 19,945 shares; 2024Q4: 17,784 shares; 2025Q1: 20,782 shares; 2025Q2: 25,132 shares; 2025Q3: 25,362 shares; 2025Q4: 37,778 shares; 2026Q1: 44,873 shares 44,873 $2.11M 0.09% +7,095 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: 5,913 shares; 2024Q4: 6,625 shares; 2025Q1: 6,541 shares; 2025Q2: 8,592 shares; 2025Q3: 8,209 shares; 2025Q4: 7,290 shares; 2026Q1: 6,802 shares 6,802 $2.06M 0.09% -488 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 9,291 shares; 2025Q1: 9,076 shares; 2025Q2: 9,285 shares; 2025Q3: 9,070 shares; 2025Q4: 8,512 shares; 2026Q1: 8,266 shares 8,266 $2.04M 0.09% -246 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: 14,984 shares; 2024Q4: 14,842 shares; 2025Q1: 14,601 shares; 2025Q2: 13,688 shares; 2025Q3: 13,728 shares; 2025Q4: 13,452 shares; 2026Q1: 13,425 shares 13,425 $2.03M 0.09% -27 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: 63,815 shares; 2024Q4: 64,815 shares; 2025Q1: 66,400 shares; 2025Q2: 74,068 shares; 2025Q3: 77,346 shares; 2025Q4: 74,238 shares; 2026Q1: 71,626 shares 71,626 $2.01M 0.09% -2,612 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,950 shares; 2025Q1: 7,990 shares; 2025Q2: 8,109 shares; 2025Q3: 7,791 shares; 2025Q4: not reported; 2026Q1: 6,799 shares 6,799 $2.01M 0.09% new 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: 27,123 shares; 2024Q4: 25,556 shares; 2025Q1: 22,861 shares; 2025Q2: 22,455 shares; 2025Q3: 22,595 shares; 2025Q4: 21,496 shares; 2026Q1: 20,747 shares 20,747 $2M 0.09% -749 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: 14,963 shares; 2024Q4: 19,529 shares; 2025Q1: 23,087 shares; 2025Q2: 21,514 shares; 2025Q3: 18,998 shares; 2025Q4: 17,521 shares; 2026Q1: 18,780 shares 18,780 $1.99M 0.09% +1,259 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: 69,517 shares; 2024Q4: 68,875 shares; 2025Q1: 75,763 shares; 2025Q2: 74,541 shares; 2025Q3: 75,698 shares; 2025Q4: 69,552 shares; 2026Q1: 67,812 shares 67,812 $1.97M 0.09% -1,740 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,042 shares; 2024Q4: 44,612 shares; 2025Q1: 45,058 shares; 2025Q2: 44,939 shares; 2025Q3: 44,154 shares; 2025Q4: 42,236 shares; 2026Q1: 41,969 shares 41,969 $1.96M 0.09% -267 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 7,408 shares; 2025Q1: 7,653 shares; 2025Q2: 7,620 shares; 2025Q3: 8,234 shares; 2025Q4: 5,773 shares; 2026Q1: 5,704 shares 5,704 $1.95M 0.09% -69 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,853 shares; 2024Q4: 31,456 shares; 2025Q1: 31,393 shares; 2025Q2: 30,321 shares; 2025Q3: 30,561 shares; 2025Q4: 27,316 shares; 2026Q1: 26,921 shares 26,921 $1.93M 0.09% -395 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,642 shares; 2025Q1: 3,641 shares; 2025Q2: 3,144 shares; 2025Q3: 3,105 shares; 2025Q4: 2,605 shares; 2026Q1: 2,770 shares 2,770 $1.93M 0.09% +165 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: 110,749 shares; 2024Q4: 340,153 shares; 2025Q1: 371,821 shares; 2025Q2: 88,003 shares; 2025Q3: 534,418 shares; 2025Q4: 74,389 shares; 2026Q1: 74,594 shares 74,594 $1.91M 0.08% +205 Timeline FNDX 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: 22,204 shares; 2024Q4: 64,333 shares; 2025Q1: 65,381 shares; 2025Q2: 65,489 shares; 2025Q3: 67,119 shares; 2025Q4: 69,087 shares; 2026Q1: 67,597 shares 67,597 $1.88M 0.08% -1,490 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: 4,555 shares; 2024Q4: 6,166 shares; 2025Q1: 8,678 shares; 2025Q2: 10,885 shares; 2025Q3: 12,109 shares; 2025Q4: 12,235 shares; 2026Q1: 12,054 shares 12,054 $1.87M 0.08% -181 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: 37,496 shares; 2024Q4: 33,886 shares; 2025Q1: 34,157 shares; 2025Q2: 34,221 shares; 2025Q3: 32,631 shares; 2025Q4: 35,314 shares; 2026Q1: 38,104 shares 38,104 $1.86M 0.08% +2,790 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,818 shares; 2024Q4: 42,380 shares; 2025Q1: 40,777 shares; 2025Q2: 37,049 shares; 2025Q3: 37,546 shares; 2025Q4: 38,516 shares; 2026Q1: 39,530 shares 39,530 $1.85M 0.08% +1,014 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: 6,720 shares; 2024Q4: 6,364 shares; 2025Q1: 6,267 shares; 2025Q2: 5,080 shares; 2025Q3: 16,582 shares; 2025Q4: 17,112 shares; 2026Q1: 19,508 shares 19,508 $1.84M 0.08% +2,396 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: 22,894 shares; 2024Q4: 19,864 shares; 2025Q1: 19,433 shares; 2025Q2: 18,978 shares; 2025Q3: 17,930 shares; 2025Q4: 17,328 shares; 2026Q1: 17,186 shares 17,186 $1.82M 0.08% -142 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: 11,199 shares; 2024Q4: 10,253 shares; 2025Q1: 10,488 shares; 2025Q2: 10,416 shares; 2025Q3: 10,506 shares; 2025Q4: 10,058 shares; 2026Q1: 18,745 shares 18,745 $1.82M 0.08% +8,687 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,780 shares; 2025Q3: 54,657 shares; 2025Q4: 63,888 shares; 2026Q1: 51,371 shares 51,371 $1.82M 0.08% -12,517 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: 35,461 shares; 2024Q4: 31,585 shares; 2025Q1: 31,151 shares; 2025Q2: 31,365 shares; 2025Q3: 28,311 shares; 2025Q4: 31,053 shares; 2026Q1: 29,809 shares 29,809 $1.81M 0.08% -1,244 Timeline SPGM 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: 45,966 shares; 2024Q4: 23,884 shares; 2025Q1: 24,088 shares; 2025Q2: 23,662 shares; 2025Q3: 23,088 shares; 2025Q4: 23,524 shares; 2026Q1: 23,704 shares 23,704 $1.79M 0.08% +180 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: 54,705 shares; 2024Q4: 54,851 shares; 2025Q1: 56,495 shares; 2025Q2: 56,177 shares; 2025Q3: 36,894 shares; 2025Q4: 36,775 shares; 2026Q1: 35,443 shares 35,443 $1.77M 0.08% -1,332 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: 13,936 shares; 2024Q4: 13,711 shares; 2025Q1: 13,147 shares; 2025Q2: 13,340 shares; 2025Q3: 12,557 shares; 2025Q4: 11,823 shares; 2026Q1: 11,350 shares 11,350 $1.76M 0.08% -473 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,239 shares; 2024Q4: 37,613 shares; 2025Q1: 134,060 shares; 2025Q2: 51,641 shares; 2025Q3: 54,128 shares; 2025Q4: 57,271 shares; 2026Q1: 56,709 shares 56,709 $1.75M 0.08% -562 Timeline DSTL 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: 115,334 shares; 2024Q4: 63,684 shares; 2025Q1: 72,585 shares; 2025Q2: 73,229 shares; 2025Q3: 29,480 shares; 2025Q4: 29,839 shares; 2026Q1: 30,077 shares 30,077 $1.74M 0.08% +238 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: 15,406 shares; 2024Q4: 18,296 shares; 2025Q1: 18,562 shares; 2025Q2: 17,586 shares; 2025Q3: 18,747 shares; 2025Q4: 18,741 shares; 2026Q1: 18,620 shares 18,620 $1.73M 0.08% -121 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,903 shares 41,903 $1.72M 0.08% new 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: 118,370 shares; 2024Q4: 81,516 shares; 2025Q1: 92,042 shares; 2025Q2: 20,614 shares; 2025Q3: 18,784 shares; 2025Q4: 18,993 shares; 2026Q1: 20,301 shares 20,301 $1.72M 0.08% +1,308 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,752 shares; 2025Q2: 41,145 shares; 2025Q3: 36,050 shares; 2025Q4: 35,225 shares; 2026Q1: 34,456 shares 34,456 $1.72M 0.08% -769 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,805 shares; 2025Q2: 37,102 shares; 2025Q3: 39,820 shares; 2025Q4: 41,687 shares; 2026Q1: 45,531 shares 45,531 $1.69M 0.07% +3,844 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,590 shares; 2024Q4: 38,747 shares; 2025Q1: 39,139 shares; 2025Q2: 35,465 shares; 2025Q3: 36,746 shares; 2025Q4: 36,631 shares; 2026Q1: 36,692 shares 36,692 $1.68M 0.07% +61 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,340 shares; 2025Q1: 9,286 shares; 2025Q2: 9,039 shares; 2025Q3: 11,323 shares; 2025Q4: 12,414 shares; 2026Q1: 12,610 shares 12,610 $1.68M 0.07% +196 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: 432,225 shares; 2024Q4: 22,609 shares; 2025Q1: 18,965 shares; 2025Q2: 20,365 shares; 2025Q3: 18,715 shares; 2025Q4: 19,033 shares; 2026Q1: 29,415 shares 29,415 $1.67M 0.07% +10,382 Timeline EZM 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: 27,378 shares; 2024Q4: 27,086 shares; 2025Q1: 27,099 shares; 2025Q2: 25,342 shares; 2025Q3: 25,343 shares; 2025Q4: 24,744 shares; 2026Q1: 24,745 shares 24,745 $1.66M 0.07% +1 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: 4,307 shares; 2024Q4: 4,568 shares; 2025Q1: 3,594 shares; 2025Q2: 5,046 shares; 2025Q3: 9,807 shares; 2025Q4: 8,944 shares; 2026Q1: 7,581 shares 7,581 $1.66M 0.07% -1,363 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: 24,030 shares; 2024Q4: 45,511 shares; 2025Q1: 265,464 shares; 2025Q2: 239,101 shares; 2025Q3: 227,034 shares; 2025Q4: 42,645 shares; 2026Q1: 40,497 shares 40,497 $1.65M 0.07% -2,148 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,644 shares; 2025Q1: 3,646 shares; 2025Q2: 3,708 shares; 2025Q3: 4,013 shares; 2025Q4: 3,346 shares; 2026Q1: 3,396 shares 3,396 $1.65M 0.07% +50 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,330 shares; 2025Q3: 1,304 shares; 2025Q4: 1,239 shares; 2026Q1: 1,244 shares 1,244 $1.64M 0.07% +5 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares; 2026Q1: 38,650 shares 38,650 $1.64M 0.07% +28,238 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,275 shares; 2025Q2: 5,648 shares; 2025Q3: 5,537 shares; 2025Q4: 5,631 shares; 2026Q1: 5,701 shares 5,701 $1.64M 0.07% +70 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: 20,710 shares; 2025Q3: 37,147 shares; 2025Q4: 46,464 shares; 2026Q1: 48,843 shares 48,843 $1.61M 0.07% +2,379 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 4,364 shares; 2025Q1: 4,355 shares; 2025Q2: 4,187 shares; 2025Q3: 4,118 shares; 2025Q4: 5,990 shares; 2026Q1: 6,023 shares 6,023 $1.61M 0.07% +33 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: 52,238 shares; 2024Q4: 50,716 shares; 2025Q1: 48,171 shares; 2025Q2: 45,543 shares; 2025Q3: 29,499 shares; 2025Q4: 29,881 shares; 2026Q1: 29,589 shares 29,589 $1.6M 0.07% -292 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,403 shares 29,403 $1.59M 0.07% new 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: 24,214 shares; 2024Q4: 23,600 shares; 2025Q1: 23,398 shares; 2025Q2: 23,090 shares; 2025Q3: 23,835 shares; 2025Q4: 23,753 shares; 2026Q1: 23,936 shares 23,936 $1.58M 0.07% +183 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 5,414 shares; 2025Q1: 5,411 shares; 2025Q2: 5,318 shares; 2025Q3: 5,503 shares; 2025Q4: 4,812 shares; 2026Q1: 5,074 shares 5,074 $1.58M 0.07% +262 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,008 shares; 2024Q4: 226,210 shares; 2025Q1: 221,310 shares; 2025Q2: 238,031 shares; 2025Q3: 252,072 shares; 2025Q4: 260,405 shares; 2026Q1: 261,324 shares 261,324 $1.57M 0.07% +919 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,646 shares; 2025Q1: 2,223 shares; 2025Q2: 2,116 shares; 2025Q3: 3,081 shares; 2025Q4: 12,995 shares; 2026Q1: 14,734 shares 14,734 $1.54M 0.07% +1,739 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: 21,138 shares; 2024Q4: 20,976 shares; 2025Q1: 21,136 shares; 2025Q2: 20,745 shares; 2025Q3: 20,784 shares; 2025Q4: 15,627 shares; 2026Q1: 24,167 shares 24,167 $1.52M 0.07% +8,540 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: 39,301 shares; 2025Q3: 40,841 shares; 2025Q4: 39,886 shares; 2026Q1: 41,814 shares 41,814 $1.51M 0.07% +1,928 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: 16,215 shares; 2024Q4: 15,775 shares; 2025Q1: 15,125 shares; 2025Q2: 13,818 shares; 2025Q3: 11,055 shares; 2025Q4: 11,104 shares; 2026Q1: 10,938 shares 10,938 $1.51M 0.07% -166 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 7,990 shares; 2025Q1: 8,201 shares; 2025Q2: 7,760 shares; 2025Q3: 7,647 shares; 2025Q4: not reported; 2026Q1: 6,202 shares 6,202 $1.51M 0.07% new Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER 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: 76,098 shares; 2025Q3: 83,292 shares; 2025Q4: 85,356 shares; 2026Q1: 77,377 shares 77,377 $1.51M 0.07% -7,979 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: 4,243 shares; 2024Q4: 4,474 shares; 2025Q1: 4,481 shares; 2025Q2: 4,559 shares; 2025Q3: 4,772 shares; 2025Q4: 4,561 shares; 2026Q1: 9,381 shares 9,381 $1.51M 0.07% +4,820 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: 1,257 shares; 2025Q1: 1,213 shares; 2025Q2: 1,205 shares; 2025Q3: 1,509 shares; 2025Q4: 1,473 shares; 2026Q1: 1,555 shares 1,555 $1.5M 0.07% +82 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: 15,542 shares; 2024Q4: 16,734 shares; 2025Q1: 16,746 shares; 2025Q2: 16,472 shares; 2025Q3: 16,099 shares; 2025Q4: 14,141 shares; 2026Q1: 14,449 shares 14,449 $1.48M 0.07% +308 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 4,384 shares; 2025Q1: 4,364 shares; 2025Q2: 4,446 shares; 2025Q3: 4,398 shares; 2025Q4: 3,607 shares; 2026Q1: 3,788 shares 3,788 $1.48M 0.07% +181 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 10,362 shares; 2025Q1: 10,763 shares; 2025Q2: 18,375 shares; 2025Q3: 16,652 shares; 2025Q4: 11,257 shares; 2026Q1: 7,883 shares 7,883 $1.47M 0.06% -3,374 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: 305,951 shares; 2024Q4: 76,246 shares; 2025Q1: 76,256 shares; 2025Q2: 75,567 shares; 2025Q3: 77,922 shares; 2025Q4: 82,116 shares; 2026Q1: 83,604 shares 83,604 $1.45M 0.06% +1,488 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: 61,732 shares; 2024Q4: 53,260 shares; 2025Q1: 58,749 shares; 2025Q2: 57,670 shares; 2025Q3: 60,515 shares; 2025Q4: 47,315 shares; 2026Q1: 48,009 shares 48,009 $1.44M 0.06% +694 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 399 shares; 2025Q3: 402 shares; 2025Q4: 297 shares; 2026Q1: 341 shares 341 $1.43M 0.06% +44 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,053 shares 55,053 $1.42M 0.06% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,442 shares; 2024Q4: 11,289 shares; 2025Q1: 11,468 shares; 2025Q2: 11,361 shares; 2025Q3: 14,800 shares; 2025Q4: 14,678 shares; 2026Q1: 18,050 shares 18,050 $1.42M 0.06% +3,372 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: 21,889 shares; 2024Q4: 21,878 shares; 2025Q1: 21,659 shares; 2025Q2: 21,668 shares; 2025Q3: 21,613 shares; 2025Q4: 20,121 shares; 2026Q1: 25,201 shares 25,201 $1.4M 0.06% +5,080 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 10,836 shares; 2025Q1: 10,836 shares; 2025Q2: 11,177 shares; 2025Q3: 11,066 shares; 2025Q4: 10,845 shares; 2026Q1: 10,673 shares 10,673 $1.4M 0.06% -172 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: 18,161 shares; 2024Q4: 17,124 shares; 2025Q1: 15,548 shares; 2025Q2: 15,589 shares; 2025Q3: 16,374 shares; 2025Q4: 16,620 shares; 2026Q1: 16,808 shares 16,808 $1.39M 0.06% +188 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: 6,579 shares; 2024Q4: 4,744 shares; 2025Q1: 4,675 shares; 2025Q2: 4,555 shares; 2025Q3: 4,552 shares; 2025Q4: 4,148 shares; 2026Q1: 4,352 shares 4,352 $1.38M 0.06% +204 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 8,229 shares; 2025Q1: 8,523 shares; 2025Q2: 10,152 shares; 2025Q3: 10,608 shares; 2025Q4: 10,779 shares; 2026Q1: 11,292 shares 11,292 $1.37M 0.06% +513 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: 25,529 shares; 2024Q4: 22,058 shares; 2025Q1: 20,913 shares; 2025Q2: 18,430 shares; 2025Q3: 18,273 shares; 2025Q4: 18,207 shares; 2026Q1: 18,561 shares 18,561 $1.37M 0.06% +354 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 4,312 shares; 2025Q1: 4,480 shares; 2025Q2: 4,567 shares; 2025Q3: 5,150 shares; 2025Q4: 4,708 shares; 2026Q1: 8,257 shares 8,257 $1.36M 0.06% +3,549 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: 18,465 shares; 2024Q4: 32,076 shares; 2025Q1: 35,394 shares; 2025Q2: 30,655 shares; 2025Q3: 23,159 shares; 2025Q4: 33,035 shares; 2026Q1: 34,223 shares 34,223 $1.35M 0.06% +1,188 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: 11,782 shares; 2024Q4: 11,805 shares; 2025Q1: 11,005 shares; 2025Q2: 11,345 shares; 2025Q3: 11,175 shares; 2025Q4: 11,195 shares; 2026Q1: 11,144 shares 11,144 $1.35M 0.06% -51 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: 833 shares; 2024Q4: 1,045 shares; 2025Q1: 1,389 shares; 2025Q2: 1,712 shares; 2025Q3: 1,738 shares; 2025Q4: 1,651 shares; 2026Q1: 1,591 shares 1,591 $1.35M 0.06% -60 Timeline USTB 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: 6,035 shares; 2024Q4: 16,184 shares; 2025Q1: 18,946 shares; 2025Q2: 16,746 shares; 2025Q3: 19,827 shares; 2025Q4: 21,344 shares; 2026Q1: 26,543 shares 26,543 $1.34M 0.06% +5,199 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: 15,480 shares; 2024Q4: 16,387 shares; 2025Q1: 17,942 shares; 2025Q2: 17,740 shares; 2025Q3: 18,878 shares; 2025Q4: 18,128 shares; 2026Q1: 18,976 shares 18,976 $1.32M 0.06% +848 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,467 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,102 shares; 2026Q1: 6,802 shares 6,802 $1.32M 0.06% -300 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: not reported; 2024Q4: not reported; 2025Q1: 10,777 shares; 2025Q2: 14,455 shares; 2025Q3: 17,194 shares; 2025Q4: not reported; 2026Q1: 36,862 shares 36,862 $1.31M 0.06% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 2,836 shares; 2025Q1: 4,566 shares; 2025Q2: 7,172 shares; 2025Q3: 10,830 shares; 2025Q4: 13,209 shares; 2026Q1: 13,262 shares 13,262 $1.3M 0.06% +53 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,934 shares; 2025Q1: 3,988 shares; 2025Q2: 3,987 shares; 2025Q3: 3,942 shares; 2025Q4: 2,682 shares; 2026Q1: 3,034 shares 3,034 $1.29M 0.06% +352 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: 13,942 shares; 2024Q4: 14,902 shares; 2025Q1: 15,286 shares; 2025Q2: 16,087 shares; 2025Q3: 17,062 shares; 2025Q4: 17,325 shares; 2026Q1: 17,439 shares 17,439 $1.29M 0.06% +114 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: 6,746 shares; 2024Q4: 6,590 shares; 2025Q1: 7,270 shares; 2025Q2: 7,617 shares; 2025Q3: 8,195 shares; 2025Q4: 8,042 shares; 2026Q1: 7,466 shares 7,466 $1.29M 0.06% -576 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,445 shares; 2024Q4: 66,509 shares; 2025Q1: 84,863 shares; 2025Q2: 109,328 shares; 2025Q3: 114,582 shares; 2025Q4: 125,787 shares; 2026Q1: 125,087 shares 125,087 $1.27M 0.06% -700 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: 17,793 shares; 2025Q1: 28,308 shares; 2025Q2: 28,873 shares; 2025Q3: 29,965 shares; 2025Q4: 33,678 shares; 2026Q1: 34,924 shares 34,924 $1.27M 0.06% +1,246 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,632 shares; 2024Q4: 98,227 shares; 2025Q1: 97,347 shares; 2025Q2: 90,985 shares; 2025Q3: 49,583 shares; 2025Q4: 51,975 shares; 2026Q1: 50,433 shares 50,433 $1.25M 0.05% -1,542 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 31,588 shares; 2026Q1: 23,434 shares 23,434 $1.24M 0.05% -8,154 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: 10,040 shares; 2024Q4: 8,438 shares; 2025Q1: 8,351 shares; 2025Q2: 8,357 shares; 2025Q3: 7,902 shares; 2025Q4: 9,445 shares; 2026Q1: 10,857 shares 10,857 $1.23M 0.05% +1,412 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: 8,027 shares; 2024Q4: 8,732 shares; 2025Q1: 7,619 shares; 2025Q2: 14,561 shares; 2025Q3: 13,573 shares; 2025Q4: 18,284 shares; 2026Q1: 19,474 shares 19,474 $1.22M 0.05% +1,190 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: 2,673 shares; 2024Q4: 2,572 shares; 2025Q1: 2,523 shares; 2025Q2: 2,518 shares; 2025Q3: 2,504 shares; 2025Q4: 2,492 shares; 2026Q1: 2,632 shares 2,632 $1.22M 0.05% +140 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: 8,682 shares; 2024Q4: 8,631 shares; 2025Q1: 8,559 shares; 2025Q2: 8,026 shares; 2025Q3: 7,750 shares; 2025Q4: 6,818 shares; 2026Q1: 6,678 shares 6,678 $1.22M 0.05% -140 Timeline VTES 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: not reported; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 11,156 shares; 2026Q1: 12,023 shares 12,023 $1.22M 0.05% +867 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: 48,270 shares; 2024Q4: 49,088 shares; 2025Q1: 49,143 shares; 2025Q2: 48,702 shares; 2025Q3: 48,152 shares; 2025Q4: not reported; 2026Q1: 26,139 shares 26,139 $1.21M 0.05% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 2,991 shares; 2025Q1: 2,986 shares; 2025Q2: 2,480 shares; 2025Q3: 2,397 shares; 2025Q4: 2,194 shares; 2026Q1: 2,129 shares 2,129 $1.2M 0.05% -65 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 11,350 shares; 2025Q1: 10,981 shares; 2025Q2: 12,158 shares; 2025Q3: 12,725 shares; 2025Q4: 12,035 shares; 2026Q1: 13,120 shares 13,120 $1.19M 0.05% +1,085 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: 7,154 shares; 2024Q4: 8,456 shares; 2025Q1: 8,505 shares; 2025Q2: 8,514 shares; 2025Q3: 8,653 shares; 2025Q4: 8,658 shares; 2026Q1: 8,754 shares 8,754 $1.19M 0.05% +96 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,820 shares; 2026Q1: 10,822 shares 10,822 $1.19M 0.05% -3,998 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: 6,065 shares; 2024Q4: 7,427 shares; 2025Q1: 6,840 shares; 2025Q2: 6,767 shares; 2025Q3: 7,163 shares; 2025Q4: 8,391 shares; 2026Q1: 7,068 shares 7,068 $1.16M 0.05% -1,323 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 3,977 shares; 2025Q1: 5,376 shares; 2025Q2: 5,565 shares; 2025Q3: 7,958 shares; 2025Q4: not reported; 2026Q1: 10,806 shares 10,806 $1.15M 0.05% new 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: 5,036 shares; 2024Q4: 4,840 shares; 2025Q1: 4,843 shares; 2025Q2: 4,826 shares; 2025Q3: 4,769 shares; 2025Q4: 4,917 shares; 2026Q1: 6,118 shares 6,118 $1.13M 0.05% +1,201 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,465 shares; 2025Q3: 23,681 shares; 2025Q4: 13,007 shares; 2026Q1: 38,902 shares 38,902 $1.12M 0.05% +25,895 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: 35,714 shares; 2024Q4: 39,026 shares; 2025Q1: 40,051 shares; 2025Q2: 38,811 shares; 2025Q3: 38,125 shares; 2025Q4: 43,199 shares; 2026Q1: 38,504 shares 38,504 $1.11M 0.05% -4,695 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: not reported; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,995 shares; 2026Q1: 10,995 shares 10,995 $1.1M 0.05% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 16,892 shares; 2025Q1: 14,729 shares; 2025Q2: 23,704 shares; 2025Q3: 27,791 shares; 2025Q4: 25,028 shares; 2026Q1: 21,378 shares 21,378 $1.1M 0.05% -3,650 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: not reported; 2024Q4: 30,763 shares; 2025Q1: 40,018 shares; 2025Q2: 46,667 shares; 2025Q3: 50,660 shares; 2025Q4: 49,950 shares; 2026Q1: 47,411 shares 47,411 $1.09M 0.05% -2,539 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: 19,304 shares; 2024Q4: 19,849 shares; 2025Q1: 10,155 shares; 2025Q2: 10,908 shares; 2025Q3: 12,674 shares; 2025Q4: 12,696 shares; 2026Q1: 21,217 shares 21,217 $1.08M 0.05% +8,521 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 5,634 shares; 2025Q1: 7,394 shares; 2025Q2: 7,616 shares; 2025Q3: 7,532 shares; 2025Q4: 8,626 shares; 2026Q1: 8,908 shares 8,908 $1.05M 0.05% +282 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 6,712 shares; 2025Q2: 11,683 shares; 2025Q3: 8,260 shares; 2025Q4: 16,979 shares; 2026Q1: 13,069 shares 13,069 $1.05M 0.05% -3,910 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 18,192 shares; 2025Q1: 17,656 shares; 2025Q2: 17,415 shares; 2025Q3: 12,073 shares; 2025Q4: 6,317 shares; 2026Q1: 8,207 shares 8,207 $1.05M 0.05% +1,890 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: 3,481 shares; 2024Q4: 3,495 shares; 2025Q1: 3,506 shares; 2025Q2: 3,460 shares; 2025Q3: 3,448 shares; 2025Q4: 3,217 shares; 2026Q1: 3,211 shares 3,211 $1.05M 0.05% -6 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,680 shares; 2025Q4: 31,192 shares; 2026Q1: 29,219 shares 29,219 $1.04M 0.05% -1,973 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 15,065 shares; 2025Q1: 15,098 shares; 2025Q2: 14,895 shares; 2025Q3: 14,930 shares; 2025Q4: 11,051 shares; 2026Q1: 11,135 shares 11,135 $1.04M 0.05% +84 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: 27,669 shares; 2024Q4: 25,294 shares; 2025Q1: 22,777 shares; 2025Q2: 21,702 shares; 2025Q3: 21,515 shares; 2025Q4: 21,253 shares; 2026Q1: 20,306 shares 20,306 $1.03M 0.05% -947 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 5,715 shares; 2025Q1: 5,637 shares; 2025Q2: 5,562 shares; 2025Q3: 5,543 shares; 2025Q4: 4,084 shares; 2026Q1: 4,186 shares 4,186 $1.02M 0.04% +102 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: 22,043 shares; 2024Q4: 21,453 shares; 2025Q1: 28,988 shares; 2025Q2: 10,122 shares; 2025Q3: 10,037 shares; 2025Q4: 10,042 shares; 2026Q1: 9,311 shares 9,311 $1.02M 0.04% -731 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: 3,340 shares; 2024Q4: 4,107 shares; 2025Q1: 5,124 shares; 2025Q2: 5,611 shares; 2025Q3: 6,613 shares; 2025Q4: 4,462 shares; 2026Q1: 5,120 shares 5,120 $1.02M 0.04% +658 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: 38,182 shares; 2024Q4: 10,611 shares; 2025Q1: 10,731 shares; 2025Q2: 13,835 shares; 2025Q3: 12,635 shares; 2025Q4: 10,497 shares; 2026Q1: 10,066 shares 10,066 $1M 0.04% -431 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 10,799 shares; 2025Q4: 19,914 shares; 2026Q1: 18,218 shares 18,218 $999K 0.04% -1,696 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: 30,856 shares; 2024Q4: 29,939 shares; 2025Q1: 29,637 shares; 2025Q2: 11,026 shares; 2025Q3: 6,737 shares; 2025Q4: 10,168 shares; 2026Q1: 19,977 shares 19,977 $997K 0.04% +9,809 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: 13,078 shares; 2024Q4: 12,862 shares; 2025Q1: 13,732 shares; 2025Q2: 12,098 shares; 2025Q3: 11,599 shares; 2025Q4: 15,249 shares; 2026Q1: 18,687 shares 18,687 $987K 0.04% +3,438 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,764 shares; 2024Q4: 36,381 shares; 2025Q1: 41,602 shares; 2025Q2: 41,468 shares; 2025Q3: 46,470 shares; 2025Q4: 48,342 shares; 2026Q1: 50,172 shares 50,172 $968K 0.04% +1,830 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: 9,667 shares; 2025Q2: 10,967 shares; 2025Q3: 11,583 shares; 2025Q4: 16,970 shares; 2026Q1: 15,395 shares 15,395 $967K 0.04% -1,575 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,826 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,897 shares; 2025Q4: 1,802 shares; 2026Q1: 2,272 shares 2,272 $965K 0.04% +470 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: 11,529 shares; 2024Q4: 12,799 shares; 2025Q1: 17,617 shares; 2025Q2: 18,785 shares; 2025Q3: 18,700 shares; 2025Q4: not reported; 2026Q1: 18,958 shares 18,958 $963K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 9,117 shares; 2025Q1: 9,223 shares; 2025Q2: 8,123 shares; 2025Q3: 8,471 shares; 2025Q4: 7,711 shares; 2026Q1: 7,587 shares 7,587 $959K 0.04% -124 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,850 shares; 2025Q3: 50,313 shares; 2025Q4: 49,613 shares; 2026Q1: 38,248 shares 38,248 $951K 0.04% -11,365 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: 2,900 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,971 shares; 2026Q1: 2,666 shares 2,666 $951K 0.04% -305 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: 3,892 shares; 2024Q4: 88,055 shares; 2025Q1: 8,673 shares; 2025Q2: 7,298 shares; 2025Q3: 4,542 shares; 2025Q4: 8,706 shares; 2026Q1: 8,701 shares 8,701 $948K 0.04% -5 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 4,136 shares; 2025Q1: 6,317 shares; 2025Q2: 5,492 shares; 2025Q3: 5,563 shares; 2025Q4: 5,264 shares; 2026Q1: 5,776 shares 5,776 $948K 0.04% +512 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: 43,477 shares; 2024Q4: 37,838 shares; 2025Q1: 38,118 shares; 2025Q2: 40,254 shares; 2025Q3: 37,833 shares; 2025Q4: 32,603 shares; 2026Q1: 32,424 shares 32,424 $946K 0.04% -179 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 629 shares; 2025Q1: 799 shares; 2025Q2: 1,041 shares; 2025Q3: 1,036 shares; 2025Q4: not reported; 2026Q1: 547 shares 547 $946K 0.04% new 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: 4,277 shares; 2024Q4: 3,532 shares; 2025Q1: 3,656 shares; 2025Q2: 3,533 shares; 2025Q3: 3,711 shares; 2025Q4: 2,889 shares; 2026Q1: 2,878 shares 2,878 $946K 0.04% -11 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: 34,472 shares; 2024Q4: 41,090 shares; 2025Q1: 41,213 shares; 2025Q2: 102,602 shares; 2025Q3: 44,868 shares; 2025Q4: 47,688 shares; 2026Q1: 31,140 shares 31,140 $944K 0.04% -16,548 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,954 shares; 2025Q1: 3,078 shares; 2025Q2: 2,975 shares; 2025Q3: 3,037 shares; 2025Q4: 2,758 shares; 2026Q1: 2,665 shares 2,665 $938K 0.04% -93 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: 13,724 shares; 2024Q4: 11,318 shares; 2025Q1: 11,669 shares; 2025Q2: 12,760 shares; 2025Q3: 11,970 shares; 2025Q4: 11,387 shares; 2026Q1: 11,309 shares 11,309 $934K 0.04% -78 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: 2,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,939 shares; 2025Q4: 3,929 shares; 2026Q1: 5,503 shares 5,503 $929K 0.04% +1,574 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: 6,661 shares; 2024Q4: 4,428 shares; 2025Q1: 4,234 shares; 2025Q2: 4,293 shares; 2025Q3: 4,181 shares; 2025Q4: 4,309 shares; 2026Q1: 4,650 shares 4,650 $926K 0.04% +341 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,007 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: 2,099 shares; 2025Q4: 1,478 shares; 2026Q1: 2,139 shares 2,139 $925K 0.04% +661 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,480 shares; 2026Q1: 18,547 shares 18,547 $920K 0.04% +6,067 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,335 shares; 2025Q4: 12,422 shares; 2026Q1: 9,497 shares 9,497 $911K 0.04% -2,925 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: 2,057 shares; 2024Q4: 2,946 shares; 2025Q1: 2,791 shares; 2025Q2: 3,342 shares; 2025Q3: 3,823 shares; 2025Q4: not reported; 2026Q1: 3,651 shares 3,651 $906K 0.04% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 7,959 shares; 2025Q1: 7,983 shares; 2025Q2: 8,276 shares; 2025Q3: 8,347 shares; 2025Q4: 8,004 shares; 2026Q1: 8,004 shares 8,004 $899K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,354 shares; 2025Q1: 4,275 shares; 2025Q2: 4,342 shares; 2025Q3: 4,368 shares; 2025Q4: 4,269 shares; 2026Q1: 4,198 shares 4,198 $897K 0.04% -71 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,293 shares; 2024Q4: 53,042 shares; 2025Q1: 62,659 shares; 2025Q2: 151,593 shares; 2025Q3: 132,932 shares; 2025Q4: 120,931 shares; 2026Q1: 14,007 shares 14,007 $895K 0.04% -106,924 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: 8,050 shares; 2024Q4: 7,031 shares; 2025Q1: 7,038 shares; 2025Q2: 7,143 shares; 2025Q3: 7,147 shares; 2025Q4: 6,750 shares; 2026Q1: 6,784 shares 6,784 $889K 0.04% +34 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: 6,208 shares; 2025Q1: 16,584 shares; 2025Q2: 17,657 shares; 2025Q3: 19,305 shares; 2025Q4: not reported; 2026Q1: 23,205 shares 23,205 $882K 0.04% new 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: 8,946 shares; 2024Q4: 8,887 shares; 2025Q1: 8,595 shares; 2025Q2: 7,757 shares; 2025Q3: 7,560 shares; 2025Q4: 6,893 shares; 2026Q1: 6,704 shares 6,704 $879K 0.04% -189 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: 5,981 shares; 2024Q4: 5,784 shares; 2025Q1: 5,831 shares; 2025Q2: 5,549 shares; 2025Q3: 5,228 shares; 2025Q4: not reported; 2026Q1: 5,291 shares 5,291 $875K 0.04% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 7,041 shares; 2025Q1: 13,403 shares; 2025Q2: 13,403 shares; 2025Q3: 13,558 shares; 2025Q4: 13,718 shares; 2026Q1: 13,906 shares 13,906 $871K 0.04% +188 Timeline GCOW 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: 13,184 shares; 2024Q4: 13,150 shares; 2025Q1: 13,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 18,640 shares 18,640 $862K 0.04% +1,070 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,334 shares; 2025Q1: 2,282 shares; 2025Q2: 2,288 shares; 2025Q3: 2,289 shares; 2025Q4: 2,146 shares; 2026Q1: 2,061 shares 2,061 $859K 0.04% -85 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 7,045 shares; 2025Q1: 7,299 shares; 2025Q2: 7,274 shares; 2025Q3: 6,693 shares; 2025Q4: not reported; 2026Q1: 6,035 shares 6,035 $853K 0.04% new 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: 8,286 shares; 2024Q4: 7,960 shares; 2025Q1: 8,247 shares; 2025Q2: 8,921 shares; 2025Q3: 9,246 shares; 2025Q4: 9,075 shares; 2026Q1: 9,023 shares 9,023 $853K 0.04% -52 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: 10,340 shares; 2024Q4: 9,481 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,140 shares; 2025Q4: 3,738 shares; 2026Q1: 3,709 shares 3,709 $852K 0.04% -29 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: 6,594 shares; 2024Q4: 6,368 shares; 2025Q1: 5,792 shares; 2025Q2: 5,636 shares; 2025Q3: 6,146 shares; 2025Q4: 7,711 shares; 2026Q1: 7,723 shares 7,723 $852K 0.04% +12 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 958 shares; 2025Q4: 1,532 shares; 2026Q1: 1,567 shares 1,567 $851K 0.04% +35 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,248 shares; 2026Q1: 11,174 shares 11,174 $851K 0.04% -74 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,931 shares; 2025Q1: 18,097 shares; 2025Q2: 21,770 shares; 2025Q3: 20,367 shares; 2025Q4: 20,172 shares; 2026Q1: 21,294 shares 21,294 $846K 0.04% +1,122 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,459 shares; 2025Q1: 1,468 shares; 2025Q2: 1,482 shares; 2025Q3: 1,533 shares; 2025Q4: 917 shares; 2026Q1: 971 shares 971 $840K 0.04% +54 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,003 shares; 2024Q4: 21,860 shares; 2025Q1: 22,831 shares; 2025Q2: 22,391 shares; 2025Q3: 20,147 shares; 2025Q4: 17,634 shares; 2026Q1: 16,553 shares 16,553 $833K 0.04% -1,081 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: 8,026 shares; 2024Q4: 7,779 shares; 2025Q1: 7,645 shares; 2025Q2: 7,133 shares; 2025Q3: 6,330 shares; 2025Q4: 3,626 shares; 2026Q1: 3,493 shares 3,493 $825K 0.04% -133 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,579 shares; 2024Q4: 28,365 shares; 2025Q1: 28,517 shares; 2025Q2: 26,186 shares; 2025Q3: 24,528 shares; 2025Q4: 21,921 shares; 2026Q1: 19,184 shares 19,184 $823K 0.04% -2,737 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,926 shares; 2025Q1: 4,281 shares; 2025Q2: 3,918 shares; 2025Q3: 4,392 shares; 2025Q4: 6,447 shares; 2026Q1: 5,419 shares 5,419 $813K 0.04% -1,028 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: 5,568 shares; 2024Q4: 5,133 shares; 2025Q1: 5,035 shares; 2025Q2: 4,538 shares; 2025Q3: 4,542 shares; 2025Q4: 4,088 shares; 2026Q1: 4,156 shares 4,156 $807K 0.04% +68 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,693 shares; 2025Q2: 2,669 shares; 2025Q3: 2,674 shares; 2025Q4: 2,486 shares; 2026Q1: 2,465 shares 2,465 $806K 0.04% -21 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,165 shares; 2025Q1: 3,316 shares; 2025Q2: 3,256 shares; 2025Q3: 9,027 shares; 2025Q4: 1,472 shares; 2026Q1: 1,739 shares 1,739 $802K 0.04% +267 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 567 shares; 2025Q1: 590 shares; 2025Q2: 834 shares; 2025Q3: 1,077 shares; 2025Q4: 321 shares; 2026Q1: 1,100 shares 1,100 $801K 0.04% +779 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: 7,956 shares; 2024Q4: 10,594 shares; 2025Q1: 9,454 shares; 2025Q2: 9,390 shares; 2025Q3: 9,387 shares; 2025Q4: 9,249 shares; 2026Q1: 9,188 shares 9,188 $796K 0.04% -61 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,392 shares; 2025Q1: 1,353 shares; 2025Q2: 1,350 shares; 2025Q3: 1,330 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $790K 0.03% 0 Timeline SPYD 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: 13,017 shares; 2024Q4: 13,289 shares; 2025Q1: 12,530 shares; 2025Q2: 59,889 shares; 2025Q3: 19,145 shares; 2025Q4: not reported; 2026Q1: 17,275 shares 17,275 $786K 0.03% new Timeline DBA 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: 18,710 shares; 2024Q4: 28,088 shares; 2025Q1: 29,011 shares; 2025Q2: 30,970 shares; 2025Q3: 15,818 shares; 2025Q4: 14,818 shares; 2026Q1: 28,683 shares 28,683 $784K 0.03% +13,865 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,455 shares; 2024Q4: 18,191 shares; 2025Q1: 17,218 shares; 2025Q2: 17,755 shares; 2025Q3: 19,588 shares; 2025Q4: 16,322 shares; 2026Q1: 15,266 shares 15,266 $780K 0.03% -1,056 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,651 shares; 2025Q1: 2,622 shares; 2025Q2: 2,628 shares; 2025Q3: 2,753 shares; 2025Q4: 2,715 shares; 2026Q1: 2,718 shares 2,718 $780K 0.03% +3 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 15,399 shares; 2025Q1: 14,696 shares; 2025Q2: 14,957 shares; 2025Q3: 14,768 shares; 2025Q4: 14,493 shares; 2026Q1: 13,374 shares 13,374 $776K 0.03% -1,119 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: 6,599 shares; 2024Q4: 6,475 shares; 2025Q1: 6,408 shares; 2025Q2: 6,441 shares; 2025Q3: 6,390 shares; 2025Q4: 6,337 shares; 2026Q1: 7,700 shares 7,700 $774K 0.03% +1,363 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,458 shares; 2025Q1: 9,208 shares; 2025Q2: 9,541 shares; 2025Q3: 14,907 shares; 2025Q4: 16,343 shares; 2026Q1: 15,601 shares 15,601 $770K 0.03% -742 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: 5,403 shares; 2024Q4: 10,715 shares; 2025Q1: 10,391 shares; 2025Q2: 10,136 shares; 2025Q3: 10,208 shares; 2025Q4: 5,040 shares; 2026Q1: 4,799 shares 4,799 $769K 0.03% -241 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 11,213 shares; 2025Q1: 10,906 shares; 2025Q2: 11,006 shares; 2025Q3: 10,579 shares; 2025Q4: 9,606 shares; 2026Q1: 9,560 shares 9,560 $766K 0.03% -46 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: 48,241 shares; 2024Q4: 63,892 shares; 2025Q1: 68,023 shares; 2025Q2: 8,805 shares; 2025Q3: 8,994 shares; 2025Q4: not reported; 2026Q1: 8,268 shares 8,268 $759K 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 9,624 shares; 2025Q1: 16,098 shares; 2025Q2: 16,203 shares; 2025Q3: 15,537 shares; 2025Q4: 11,834 shares; 2026Q1: 11,717 shares 11,717 $757K 0.03% -117 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: 11,528 shares; 2024Q4: 12,434 shares; 2025Q1: 12,792 shares; 2025Q2: 12,358 shares; 2025Q3: 12,317 shares; 2025Q4: 12,362 shares; 2026Q1: 12,323 shares 12,323 $756K 0.03% -39 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,700 shares; 2025Q1: 12,764 shares; 2025Q2: 12,860 shares; 2025Q3: 13,129 shares; 2025Q4: 11,737 shares; 2026Q1: 10,897 shares 10,897 $755K 0.03% -840 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,183 shares; 2025Q4: 9,384 shares; 2026Q1: 7,264 shares 7,264 $754K 0.03% -2,120 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,766 shares; 2024Q4: 13,770 shares; 2025Q1: 13,795 shares; 2025Q2: 13,820 shares; 2025Q3: 13,824 shares; 2025Q4: 12,485 shares; 2026Q1: 12,335 shares 12,335 $753K 0.03% -150 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,879 shares; 2025Q1: 2,917 shares; 2025Q2: 2,832 shares; 2025Q3: 2,888 shares; 2025Q4: 2,751 shares; 2026Q1: 2,348 shares 2,348 $753K 0.03% -403 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,782 shares; 2024Q4: 27,115 shares; 2025Q1: 31,762 shares; 2025Q2: 47,382 shares; 2025Q3: 55,137 shares; 2025Q4: 58,284 shares; 2026Q1: 58,001 shares 58,001 $746K 0.03% -283 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 15,742 shares; 2025Q1: 15,692 shares; 2025Q2: 12,482 shares; 2025Q3: 11,638 shares; 2025Q4: 10,036 shares; 2026Q1: 10,169 shares 10,169 $737K 0.03% +133 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,522 shares; 2025Q1: 1,535 shares; 2025Q2: 1,620 shares; 2025Q3: 1,590 shares; 2025Q4: 1,573 shares; 2026Q1: 1,644 shares 1,644 $734K 0.03% +71 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: 1,200 shares; 2024Q4: 1,201 shares; 2025Q1: 1,319 shares; 2025Q2: 3,009 shares; 2025Q3: 2,987 shares; 2025Q4: 2,895 shares; 2026Q1: 3,514 shares 3,514 $731K 0.03% +619 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,495 shares; 2025Q1: 4,380 shares; 2025Q2: 4,082 shares; 2025Q3: 4,080 shares; 2025Q4: 2,506 shares; 2026Q1: 2,471 shares 2,471 $730K 0.03% -35 Timeline QAI 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: not reported; 2024Q4: 17,521 shares; 2025Q1: 19,505 shares; 2025Q2: 20,865 shares; 2025Q3: 21,032 shares; 2025Q4: 20,978 shares; 2026Q1: 21,248 shares 21,248 $725K 0.03% +270 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 Timeline RPV 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: 6,603 shares; 2024Q4: 6,638 shares; 2025Q1: 6,415 shares; 2025Q2: 6,422 shares; 2025Q3: 6,587 shares; 2025Q4: 6,628 shares; 2026Q1: 6,617 shares 6,617 $711K 0.03% -11 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,714 shares; 2025Q1: 10,109 shares; 2025Q2: 10,075 shares; 2025Q3: 10,057 shares; 2025Q4: 9,446 shares; 2026Q1: 8,306 shares 8,306 $708K 0.03% -1,140 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3,678 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,478 shares; 2026Q1: 3,850 shares 3,850 $705K 0.03% +372 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,700 shares; 2025Q1: 72,548 shares; 2025Q2: 46,740 shares; 2025Q3: 47,740 shares; 2025Q4: 48,059 shares; 2026Q1: 48,558 shares 48,558 $701K 0.03% +499 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 15,652 shares 15,652 $700K 0.03% +14,952 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: 8,874 shares; 2024Q4: 8,705 shares; 2025Q1: 8,722 shares; 2025Q2: 6,921 shares; 2025Q3: 6,654 shares; 2025Q4: 6,119 shares; 2026Q1: 5,504 shares 5,504 $693K 0.03% -615 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: 5,900 shares; 2024Q4: 5,901 shares; 2025Q1: 5,907 shares; 2025Q2: 6,358 shares; 2025Q3: 5,959 shares; 2025Q4: 5,990 shares; 2026Q1: 6,123 shares 6,123 $693K 0.03% +133 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: 15,372 shares; 2024Q4: 16,217 shares; 2025Q1: 17,042 shares; 2025Q2: 17,476 shares; 2025Q3: 17,885 shares; 2025Q4: 9,394 shares; 2026Q1: 6,232 shares 6,232 $691K 0.03% -3,162 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,138 shares; 2025Q1: 3,222 shares; 2025Q2: 3,147 shares; 2025Q3: 4,285 shares; 2025Q4: 4,051 shares; 2026Q1: 3,986 shares 3,986 $683K 0.03% -65 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,222 shares; 2025Q2: 10,204 shares; 2025Q3: 12,009 shares; 2025Q4: 14,662 shares; 2026Q1: 18,970 shares 18,970 $682K 0.03% +4,308 Timeline FELG 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: not reported; 2025Q3: not reported; 2025Q4: 6,188 shares; 2026Q1: 18,170 shares 18,170 $681K 0.03% +11,982 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,950 shares; 2025Q4: 8,629 shares; 2026Q1: 12,898 shares 12,898 $680K 0.03% +4,269 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 2,585 shares; 2025Q1: 2,521 shares; 2025Q2: 2,153 shares; 2025Q3: 2,155 shares; 2025Q4: 2,158 shares; 2026Q1: 2,625 shares 2,625 $675K 0.03% +467 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: 2,816 shares; 2024Q4: 3,129 shares; 2025Q1: 3,578 shares; 2025Q2: 3,621 shares; 2025Q3: 3,927 shares; 2025Q4: 1,891 shares; 2026Q1: 1,998 shares 1,998 $675K 0.03% +107 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,532 shares; 2025Q1: 5,307 shares; 2025Q2: 5,634 shares; 2025Q3: 5,888 shares; 2025Q4: 4,303 shares; 2026Q1: 4,287 shares 4,287 $674K 0.03% -16 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: 13,011 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 12,834 shares; 2025Q3: 12,946 shares; 2025Q4: 13,732 shares; 2026Q1: 13,706 shares 13,706 $671K 0.03% -26 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,313 shares; 2025Q4: 1,229 shares; 2026Q1: 1,231 shares 1,231 $670K 0.03% +2 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: 3,182 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,071 shares; 2025Q4: 3,049 shares; 2026Q1: 3,085 shares 3,085 $670K 0.03% +36 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: 4,328 shares; 2024Q4: 6,810 shares; 2025Q1: 6,906 shares; 2025Q2: 6,273 shares; 2025Q3: 4,317 shares; 2025Q4: 3,122 shares; 2026Q1: 3,217 shares 3,217 $669K 0.03% +95 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: 1,125 shares; 2024Q4: 1,309 shares; 2025Q1: 4,083 shares; 2025Q2: 4,348 shares; 2025Q3: 8,166 shares; 2025Q4: 8,151 shares; 2026Q1: 2,095 shares 2,095 $666K 0.03% -6,056 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,190 shares; 2025Q1: 9,521 shares; 2025Q2: 11,456 shares; 2025Q3: 15,865 shares; 2025Q4: 16,744 shares; 2026Q1: 17,271 shares 17,271 $664K 0.03% +527 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 649 shares; 2025Q1: 1,324 shares; 2025Q2: 1,951 shares; 2025Q3: 2,178 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664 $660K 0.03% 0 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: 10,011 shares; 2024Q4: 12,129 shares; 2025Q1: 14,835 shares; 2025Q2: 14,565 shares; 2025Q3: 13,854 shares; 2025Q4: 13,646 shares; 2026Q1: 14,241 shares 14,241 $658K 0.03% +595 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 5,502 shares; 2025Q3: 5,317 shares; 2025Q4: 4,393 shares; 2026Q1: 3,843 shares 3,843 $655K 0.03% -550 Timeline VIOO 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: 5,842 shares; 2024Q4: 5,832 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,603 shares; 2025Q4: 4,566 shares; 2026Q1: 5,706 shares 5,706 $655K 0.03% +1,140 Timeline CDC 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: 8,404 shares; 2024Q4: 8,455 shares; 2025Q1: 8,498 shares; 2025Q2: 8,571 shares; 2025Q3: 8,642 shares; 2025Q4: 8,736 shares; 2026Q1: 9,086 shares 9,086 $649K 0.03% +350 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: 4,180 shares; 2024Q4: 6,584 shares; 2025Q1: 6,718 shares; 2025Q2: 7,021 shares; 2025Q3: 7,058 shares; 2025Q4: 7,047 shares; 2026Q1: 7,552 shares 7,552 $640K 0.03% +505 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: 5,291 shares; 2024Q4: 5,240 shares; 2025Q1: 5,200 shares; 2025Q2: 5,127 shares; 2025Q3: 5,484 shares; 2025Q4: 5,115 shares; 2026Q1: 5,099 shares 5,099 $638K 0.03% -16 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: 10,076 shares; 2024Q4: 6,584 shares; 2025Q1: 6,543 shares; 2025Q2: 6,695 shares; 2025Q3: 6,811 shares; 2025Q4: 3,873 shares; 2026Q1: 4,946 shares 4,946 $637K 0.03% +1,073 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 4,045 shares; 2025Q1: 4,051 shares; 2025Q2: 5,281 shares; 2025Q3: 5,691 shares; 2025Q4: 5,963 shares; 2026Q1: 6,645 shares 6,645 $635K 0.03% +682 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 49,210 shares; 2025Q1: 49,728 shares; 2025Q2: 48,452 shares; 2025Q3: 21,114 shares; 2025Q4: 20,501 shares; 2026Q1: 20,517 shares 20,517 $635K 0.03% +16 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: 5,567 shares; 2024Q4: 6,763 shares; 2025Q1: 6,851 shares; 2025Q2: 6,838 shares; 2025Q3: 7,367 shares; 2025Q4: 6,565 shares; 2026Q1: 6,552 shares 6,552 $632K 0.03% -13 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: 5,477 shares; 2024Q4: 4,761 shares; 2025Q1: 4,771 shares; 2025Q2: 4,601 shares; 2025Q3: 4,541 shares; 2025Q4: 4,391 shares; 2026Q1: 4,350 shares 4,350 $632K 0.03% -41 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: 53,302 shares; 2024Q4: 54,683 shares; 2025Q1: 46,429 shares; 2025Q2: 41,685 shares; 2025Q3: 40,944 shares; 2025Q4: 37,521 shares; 2026Q1: 36,834 shares 36,834 $632K 0.03% -687 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,799 shares; 2025Q1: 6,196 shares; 2025Q2: 9,921 shares; 2025Q3: 11,603 shares; 2025Q4: 11,791 shares; 2026Q1: 13,870 shares 13,870 $631K 0.03% +2,079 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,968 shares; 2024Q4: 73,468 shares; 2025Q1: 71,061 shares; 2025Q2: 67,554 shares; 2025Q3: 69,215 shares; 2025Q4: 68,850 shares; 2026Q1: 66,524 shares 66,524 $629K 0.03% -2,326 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 6,049 shares; 2026Q1: 6,049 shares 6,049 $628K 0.03% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,169 shares; 2024Q4: 32,185 shares; 2025Q1: 39,908 shares; 2025Q2: 41,538 shares; 2025Q3: 40,965 shares; 2025Q4: 40,549 shares; 2026Q1: 44,681 shares 44,681 $624K 0.03% +4,132 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,008 shares 1,008 $621K 0.03% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,820 shares; 2025Q1: 2,773 shares; 2025Q2: 2,779 shares; 2025Q3: 2,997 shares; 2025Q4: 3,003 shares; 2026Q1: 3,011 shares 3,011 $620K 0.03% +8 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: 2,566 shares; 2024Q4: 5,912 shares; 2025Q1: 6,091 shares; 2025Q2: 6,104 shares; 2025Q3: 6,193 shares; 2025Q4: 6,781 shares; 2026Q1: 5,103 shares 5,103 $617K 0.03% -1,678 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: 4,286 shares; 2024Q4: 4,203 shares; 2025Q1: 4,396 shares; 2025Q2: 4,580 shares; 2025Q3: 5,009 shares; 2025Q4: 3,082 shares; 2026Q1: 4,398 shares 4,398 $613K 0.03% +1,316 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: 13,465 shares; 2024Q4: 15,407 shares; 2025Q1: 15,567 shares; 2025Q2: 16,735 shares; 2025Q3: 17,591 shares; 2025Q4: 19,392 shares; 2026Q1: 27,496 shares 27,496 $612K 0.03% +8,104 Timeline FUTY 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: 4,792 shares; 2025Q2: 10,831 shares; 2025Q3: 11,057 shares; 2025Q4: 10,999 shares; 2026Q1: 10,347 shares 10,347 $611K 0.03% -652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,927 shares; 2025Q3: 25,187 shares; 2025Q4: 17,883 shares; 2026Q1: 20,556 shares 20,556 $606K 0.03% +2,673 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,099 shares; 2025Q1: 2,910 shares; 2025Q2: 2,900 shares; 2025Q3: 4,418 shares; 2025Q4: 9,509 shares; 2026Q1: 10,775 shares 10,775 $601K 0.03% +1,266 Timeline IGPT 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: 6,937 shares; 2025Q1: 7,511 shares; 2025Q2: 9,053 shares; 2025Q3: 9,198 shares; 2025Q4: 9,867 shares; 2026Q1: 10,347 shares 10,347 $601K 0.03% +480 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,117 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 888 shares; 2026Q1: 1,061 shares 1,061 $598K 0.03% +173 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,050 shares; 2025Q1: 3,093 shares; 2025Q2: 3,044 shares; 2025Q3: 2,957 shares; 2025Q4: 2,674 shares; 2026Q1: 2,050 shares 2,050 $595K 0.03% -624 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,818 shares; 2025Q1: 1,777 shares; 2025Q2: 2,142 shares; 2025Q3: 1,986 shares; 2025Q4: not reported; 2026Q1: 1,986 shares 1,986 $593K 0.03% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 15,314 shares; 2025Q4: not reported; 2026Q1: 17,910 shares 17,910 $592K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,999 shares 2,999 $591K 0.03% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 6,373 shares; 2025Q1: 6,160 shares; 2025Q2: 6,890 shares; 2025Q3: 7,669 shares; 2025Q4: 8,535 shares; 2026Q1: 5,716 shares 5,716 $589K 0.03% -2,819 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,592 shares; 2025Q1: 16,592 shares; 2025Q2: 10,592 shares; 2025Q3: 10,592 shares; 2025Q4: 10,592 shares; 2026Q1: 10,592 shares 10,592 $587K 0.03% 0 Timeline IVOO 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: 5,112 shares; 2024Q4: 5,119 shares; 2025Q1: 5,126 shares; 2025Q2: 5,133 shares; 2025Q3: 5,052 shares; 2025Q4: 5,060 shares; 2026Q1: 5,070 shares 5,070 $580K 0.03% +10 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 895 shares; 2025Q4: 870 shares; 2026Q1: 744 shares 744 $575K 0.03% -126 Timeline BBIN 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: 11,606 shares; 2024Q4: 11,570 shares; 2025Q1: 11,613 shares; 2025Q2: 10,885 shares; 2025Q3: 10,488 shares; 2025Q4: 9,257 shares; 2026Q1: 7,854 shares 7,854 $574K 0.03% -1,403 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 434 shares; 2025Q1: 481 shares; 2025Q2: 489 shares; 2025Q3: 430 shares; 2025Q4: 1,276 shares; 2026Q1: 1,205 shares 1,205 $572K 0.03% -71 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,265 shares; 2025Q1: 8,266 shares; 2025Q2: 8,177 shares; 2025Q3: 8,232 shares; 2025Q4: 8,528 shares; 2026Q1: 8,530 shares 8,530 $570K 0.03% +2 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: 15,175 shares; 2024Q4: 15,298 shares; 2025Q1: 16,368 shares; 2025Q2: 14,710 shares; 2025Q3: 15,510 shares; 2025Q4: 16,738 shares; 2026Q1: 17,805 shares 17,805 $570K 0.03% +1,067 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: 3,391 shares; 2024Q4: 3,315 shares; 2025Q1: 9,794 shares; 2025Q2: 10,633 shares; 2025Q3: 9,313 shares; 2025Q4: 5,903 shares; 2026Q1: 5,735 shares 5,735 $568K 0.02% -168 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: 17,285 shares 17,285 $566K 0.02% new Timeline ICLN ISHARES 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: 15,967 shares; 2025Q4: 18,157 shares; 2026Q1: 30,775 shares 30,775 $563K 0.02% +12,618 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,179 shares; 2025Q2: 4,076 shares; 2025Q3: 9,091 shares; 2025Q4: 9,111 shares; 2026Q1: 10,672 shares 10,672 $561K 0.02% +1,561 Timeline IMFL 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: 26,785 shares; 2024Q4: 26,445 shares; 2025Q1: 26,551 shares; 2025Q2: 24,760 shares; 2025Q3: 23,699 shares; 2025Q4: 20,851 shares; 2026Q1: 17,728 shares 17,728 $561K 0.02% -3,123 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 10,446 shares; 2025Q1: 12,309 shares; 2025Q2: 12,576 shares; 2025Q3: 12,684 shares; 2025Q4: 13,384 shares; 2026Q1: 13,430 shares 13,430 $559K 0.02% +46 Timeline HACK 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: 8,297 shares; 2024Q4: 11,254 shares; 2025Q1: 11,797 shares; 2025Q2: 13,091 shares; 2025Q3: 11,762 shares; 2025Q4: 12,323 shares; 2026Q1: 7,442 shares 7,442 $559K 0.02% -4,881 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,256 shares; 2025Q1: 3,332 shares; 2025Q2: 3,521 shares; 2025Q3: 4,625 shares; 2025Q4: 4,018 shares; 2026Q1: 4,262 shares 4,262 $558K 0.02% +244 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,897 shares; 2024Q4: 61,177 shares; 2025Q1: 60,691 shares; 2025Q2: 59,540 shares; 2025Q3: 55,696 shares; 2025Q4: 52,143 shares; 2026Q1: 49,465 shares 49,465 $558K 0.02% -2,678 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: 6,768 shares; 2024Q4: 6,715 shares; 2025Q1: 9,012 shares; 2025Q2: 8,957 shares; 2025Q3: 9,049 shares; 2025Q4: 8,919 shares; 2026Q1: 10,979 shares 10,979 $556K 0.02% +2,060 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: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: 2,176 shares; 2025Q2: 2,177 shares; 2025Q3: 2,266 shares; 2025Q4: 2,232 shares; 2026Q1: 2,229 shares 2,229 $555K 0.02% -3 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,520 shares 16,520 $553K 0.02% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,715 shares; 2025Q1: 2,665 shares; 2025Q2: 2,627 shares; 2025Q3: 2,541 shares; 2025Q4: 2,236 shares; 2026Q1: 2,225 shares 2,225 $550K 0.02% -11 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 9,535 shares; 2025Q1: 9,325 shares; 2025Q2: 9,336 shares; 2025Q3: 9,346 shares; 2025Q4: 13,544 shares; 2026Q1: 13,564 shares 13,564 $549K 0.02% +20 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 10,611 shares; 2025Q1: 10,524 shares; 2025Q2: 11,255 shares; 2025Q3: 10,689 shares; 2025Q4: 9,868 shares; 2026Q1: 9,946 shares 9,946 $549K 0.02% +78 Timeline DHS 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: 3,984 shares; 2024Q4: 4,034 shares; 2025Q1: 4,301 shares; 2025Q2: 4,701 shares; 2025Q3: 4,876 shares; 2025Q4: 4,886 shares; 2026Q1: 4,946 shares 4,946 $540K 0.02% +60 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: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,529 shares; 2025Q3: 1,761 shares; 2025Q4: 1,556 shares; 2026Q1: 1,933 shares 1,933 $540K 0.02% +377 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: 26,315 shares; 2024Q4: 31,359 shares; 2025Q1: 34,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,838 shares; 2026Q1: 19,483 shares 19,483 $529K 0.02% +16,645 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,504 shares; 2025Q1: 1,519 shares; 2025Q2: 1,515 shares; 2025Q3: 1,572 shares; 2025Q4: 1,471 shares; 2026Q1: 1,478 shares 1,478 $529K 0.02% +7 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,608 shares; 2026Q1: 67,751 shares 67,751 $528K 0.02% +47,143 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 4,432 shares 4,432 $523K 0.02% +4,078 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,200 shares; 2025Q3: 31,356 shares; 2025Q4: 32,176 shares; 2026Q1: 22,600 shares 22,600 $519K 0.02% -9,576 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: 5,359 shares; 2024Q4: 4,941 shares; 2025Q1: 4,984 shares; 2025Q2: 5,051 shares; 2025Q3: 4,064 shares; 2025Q4: 4,119 shares; 2026Q1: 4,991 shares 4,991 $516K 0.02% +872 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,737 shares; 2025Q1: 2,506 shares; 2025Q2: 2,532 shares; 2025Q3: 2,566 shares; 2025Q4: 2,508 shares; 2026Q1: 2,492 shares 2,492 $515K 0.02% -16 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,482 shares; 2025Q1: 16,237 shares; 2025Q2: 15,331 shares; 2025Q3: 15,680 shares; 2025Q4: not reported; 2026Q1: 14,219 shares 14,219 $514K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 6,182 shares; 2025Q1: 6,275 shares; 2025Q2: 6,276 shares; 2025Q3: 6,974 shares; 2025Q4: 6,892 shares; 2026Q1: 7,030 shares 7,030 $512K 0.02% +138 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,068 shares; 2025Q4: 1,191 shares; 2026Q1: 1,144 shares 1,144 $508K 0.02% -47 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 7,290 shares; 2025Q1: 7,482 shares; 2025Q2: 8,850 shares; 2025Q3: 9,142 shares; 2025Q4: 9,622 shares; 2026Q1: 11,152 shares 11,152 $507K 0.02% +1,530 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,772 shares; 2024Q4: 27,929 shares; 2025Q1: 19,605 shares; 2025Q2: 16,890 shares; 2025Q3: 17,405 shares; 2025Q4: 17,440 shares; 2026Q1: 20,695 shares 20,695 $505K 0.02% +3,255 Timeline BKUI 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: not reported; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 17,850 shares; 2026Q1: 10,000 shares 10,000 $498K 0.02% -7,850 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: 2,252 shares; 2024Q4: 1,886 shares; 2025Q1: 1,841 shares; 2025Q2: 1,834 shares; 2025Q3: 1,744 shares; 2025Q4: 1,649 shares; 2026Q1: 1,646 shares 1,646 $498K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,257 shares; 2026Q1: 20,048 shares 20,048 $497K 0.02% +9,791 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 14,988 shares; 2025Q1: 25,856 shares; 2025Q2: 26,074 shares; 2025Q3: 27,982 shares; 2025Q4: 29,322 shares; 2026Q1: 30,887 shares 30,887 $497K 0.02% +1,565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 12,753 shares 12,753 $497K 0.02% +10,426 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: 4,837 shares; 2024Q4: 19,369 shares; 2025Q1: 19,388 shares; 2025Q2: 19,406 shares; 2025Q3: 19,422 shares; 2025Q4: 19,659 shares; 2026Q1: 16,835 shares 16,835 $490K 0.02% -2,824 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: 887 shares; 2024Q4: 1,739 shares; 2025Q1: 1,581 shares; 2025Q2: 1,587 shares; 2025Q3: 1,612 shares; 2025Q4: 1,449 shares; 2026Q1: 1,426 shares 1,426 $489K 0.02% -23 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: 8,839 shares; 2024Q4: 9,734 shares; 2025Q1: 8,360 shares; 2025Q2: 8,805 shares; 2025Q3: 10,917 shares; 2025Q4: 9,988 shares; 2026Q1: 10,378 shares 10,378 $484K 0.02% +390 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares 3,762 $479K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,521 shares; 2025Q1: 4,497 shares; 2025Q2: 4,556 shares; 2025Q3: 4,760 shares; 2025Q4: 2,252 shares; 2026Q1: 2,253 shares 2,253 $476K 0.02% +1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 3,401 shares; 2025Q1: 3,379 shares; 2025Q2: 3,298 shares; 2025Q3: 3,291 shares; 2025Q4: 3,149 shares; 2026Q1: 3,387 shares 3,387 $475K 0.02% +238 Timeline PSI 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: 9,248 shares; 2024Q4: 9,229 shares; 2025Q1: 8,239 shares; 2025Q2: 8,049 shares; 2025Q3: 7,809 shares; 2025Q4: 6,877 shares; 2026Q1: 5,028 shares 5,028 $475K 0.02% -1,849 Timeline RDIV 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: 8,383 shares; 2024Q4: 8,502 shares; 2025Q1: 8,405 shares; 2025Q2: 8,401 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares; 2026Q1: 8,454 shares 8,454 $471K 0.02% -132 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: 344 shares; 2024Q4: 371 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 304 shares; 2025Q4: 464 shares; 2026Q1: 480 shares 480 $471K 0.02% +16 Timeline LIT 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: 7,326 shares; 2024Q4: 7,987 shares; 2025Q1: 7,147 shares; 2025Q2: 5,617 shares; 2025Q3: 11,409 shares; 2025Q4: 5,573 shares; 2026Q1: 6,283 shares 6,283 $467K 0.02% +710 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 7,432 shares 7,432 $463K 0.02% +161 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,881 shares; 2025Q1: 10,883 shares; 2025Q2: 10,595 shares; 2025Q3: 10,886 shares; 2025Q4: 8,064 shares; 2026Q1: 8,024 shares 8,024 $462K 0.02% -40 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares; 2026Q1: 1,558 shares 1,558 $462K 0.02% +486 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,976 shares; 2025Q1: 5,534 shares; 2025Q2: 5,427 shares; 2025Q3: 5,493 shares; 2025Q4: 5,220 shares; 2026Q1: 4,749 shares 4,749 $462K 0.02% -471 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: 15,418 shares; 2024Q4: 10,732 shares; 2025Q1: 10,993 shares; 2025Q2: 9,402 shares; 2025Q3: 8,493 shares; 2025Q4: 8,342 shares; 2026Q1: 12,592 shares 12,592 $461K 0.02% +4,250 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,944 shares; 2025Q1: 6,778 shares; 2025Q2: 9,572 shares; 2025Q3: 8,833 shares; 2025Q4: 12,059 shares; 2026Q1: 9,890 shares 9,890 $459K 0.02% -2,169 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,842 shares; 2025Q1: 3,146 shares; 2025Q2: 2,794 shares; 2025Q3: 2,849 shares; 2025Q4: 2,668 shares; 2026Q1: 2,987 shares 2,987 $456K 0.02% +319 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,951 shares; 2025Q4: 19,788 shares; 2026Q1: 23,983 shares 23,983 $454K 0.02% +4,195 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 8,940 shares; 2025Q1: 8,223 shares; 2025Q2: 7,827 shares; 2025Q3: 7,892 shares; 2025Q4: 4,689 shares; 2026Q1: 4,690 shares 4,690 $452K 0.02% +1 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: 6,808 shares; 2024Q4: 5,359 shares; 2025Q1: 5,439 shares; 2025Q2: 5,493 shares; 2025Q3: 5,500 shares; 2025Q4: 5,437 shares; 2026Q1: 5,450 shares 5,450 $449K 0.02% +13 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,876 shares; 2025Q4: 6,504 shares; 2026Q1: 8,874 shares 8,874 $447K 0.02% +2,370 Timeline