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: 1,872,850 shares; 2024Q4: 1,827,805 shares; 2025Q1: 1,897,135 shares; 2025Q2: 1,659,989 shares; 2025Q3: 1,635,482 shares; 2025Q4: 1,628,632 shares; 2026Q1: 1,622,094 shares 1,622,094 $283M 10.14% -6,538 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: 1,141,934 shares; 2024Q4: 4,609,367 shares; 2025Q1: 4,580,537 shares; 2025Q2: 4,814,801 shares; 2025Q3: 4,743,014 shares; 2025Q4: 4,761,784 shares; 2026Q1: 4,731,526 shares 4,731,526 $138M 4.94% -30,258 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: 164,048 shares; 2024Q4: 163,851 shares; 2025Q1: 163,307 shares; 2025Q2: 166,170 shares; 2025Q3: 167,692 shares; 2025Q4: 165,976 shares; 2026Q1: 159,390 shares 159,390 $92M 3.3% -6,586 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: 400,806 shares; 2024Q4: 394,447 shares; 2025Q1: 387,717 shares; 2025Q2: 360,470 shares; 2025Q3: 353,651 shares; 2025Q4: 342,847 shares; 2026Q1: 339,314 shares 339,314 $86.1M 3.09% -3,533 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: 195,558 shares; 2024Q4: 188,496 shares; 2025Q1: 189,775 shares; 2025Q2: 107,628 shares; 2025Q3: 105,784 shares; 2025Q4: 106,343 shares; 2026Q1: 112,961 shares 112,961 $73.8M 2.65% +6,618 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: 316,211 shares; 2024Q4: 322,140 shares; 2025Q1: 323,070 shares; 2025Q2: 310,108 shares; 2025Q3: 303,387 shares; 2025Q4: 309,467 shares; 2026Q1: 306,884 shares 306,884 $63.9M 2.29% -2,583 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: 1,025,680 shares; 2024Q4: 3,183,816 shares; 2025Q1: 3,262,533 shares; 2025Q2: 3,231,634 shares; 2025Q3: 3,198,048 shares; 2025Q4: 2,183,630 shares; 2026Q1: 1,983,174 shares 1,983,174 $60.8M 2.18% -200,456 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: 490,816 shares; 2024Q4: 568,391 shares; 2025Q1: 643,714 shares; 2025Q2: 496,895 shares; 2025Q3: 544,398 shares; 2025Q4: 586,042 shares; 2026Q1: 608,432 shares 608,432 $60.4M 2.17% +22,390 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: 33,418 shares; 2024Q4: 43,539 shares; 2025Q1: 45,085 shares; 2025Q2: 50,662 shares; 2025Q3: 62,915 shares; 2025Q4: 231,133 shares; 2026Q1: 277,178 shares 277,178 $54.4M 1.95% +46,045 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: 526,475 shares; 2024Q4: 585,157 shares; 2025Q1: 602,643 shares; 2025Q2: 630,320 shares; 2025Q3: 615,345 shares; 2025Q4: 657,138 shares; 2026Q1: 776,400 shares 776,400 $38M 1.36% +119,262 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,530 shares; 2024Q4: 279,464 shares; 2025Q1: 314,607 shares; 2025Q2: 335,791 shares; 2025Q3: 344,850 shares; 2025Q4: 370,441 shares; 2026Q1: 383,634 shares 383,634 $36.6M 1.31% +13,193 Timeline QLD 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: 298,754 shares; 2024Q4: 299,079 shares; 2025Q1: 299,079 shares; 2025Q2: 299,166 shares; 2025Q3: 299,573 shares; 2025Q4: 599,334 shares; 2026Q1: 599,468 shares 599,468 $36.6M 1.31% +134 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: 417,179 shares; 2024Q4: 420,742 shares; 2025Q1: 443,621 shares; 2025Q2: 450,685 shares; 2025Q3: 455,800 shares; 2025Q4: 470,925 shares; 2026Q1: 468,336 shares 468,336 $36.1M 1.29% -2,589 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,923 shares; 2024Q4: 281,815 shares; 2025Q1: 302,492 shares; 2025Q2: 311,483 shares; 2025Q3: 319,064 shares; 2025Q4: 329,674 shares; 2026Q1: 343,103 shares 343,103 $35.5M 1.27% +13,429 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: 232,819 shares; 2024Q4: 221,409 shares; 2025Q1: 214,542 shares; 2025Q2: 211,569 shares; 2025Q3: 215,615 shares; 2025Q4: 232,245 shares; 2026Q1: 239,077 shares 239,077 $35.4M 1.27% +6,832 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: 57,975 shares; 2024Q4: 60,916 shares; 2025Q1: 62,389 shares; 2025Q2: 61,689 shares; 2025Q3: 64,975 shares; 2025Q4: 66,699 shares; 2026Q1: 59,767 shares 59,767 $28.6M 1.03% -6,932 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,950 shares; 2024Q4: 85,313 shares; 2025Q1: 85,755 shares; 2025Q2: 73,913 shares; 2025Q3: 72,644 shares; 2025Q4: 107,987 shares; 2026Q1: 99,434 shares 99,434 $28.6M 1.03% -8,553 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,895 shares; 2026Q1: 727,780 shares 727,780 $27.7M 0.99% +666,885 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: 182,016 shares; 2024Q4: 292,171 shares; 2025Q1: 315,200 shares; 2025Q2: 343,008 shares; 2025Q3: 378,199 shares; 2025Q4: 404,680 shares; 2026Q1: 423,017 shares 423,017 $27.1M 0.97% +18,337 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: 41,107 shares; 2024Q4: 41,877 shares; 2025Q1: 44,646 shares; 2025Q2: 48,916 shares; 2025Q3: 53,632 shares; 2025Q4: 53,867 shares; 2026Q1: 38,873 shares 38,873 $25.3M 0.91% -14,994 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: 89,891 shares; 2024Q4: 97,307 shares; 2025Q1: 98,083 shares; 2025Q2: 96,855 shares; 2025Q3: 98,896 shares; 2025Q4: 105,749 shares; 2026Q1: 109,276 shares 109,276 $23.5M 0.84% +3,527 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: 76,296 shares; 2024Q4: 79,295 shares; 2025Q1: 80,263 shares; 2025Q2: 67,452 shares; 2025Q3: 67,510 shares; 2025Q4: 66,664 shares; 2026Q1: 62,326 shares 62,326 $23.1M 0.83% -4,338 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: 243,422 shares; 2024Q4: 246,668 shares; 2025Q1: 241,827 shares; 2025Q2: 238,479 shares; 2025Q3: 234,000 shares; 2025Q4: 225,369 shares; 2026Q1: 221,855 shares 221,855 $21.6M 0.77% -3,514 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: not reported; 2026Q1: 391,859 shares 391,859 $20.7M 0.74% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,949 shares; 2024Q4: 1,031,057 shares; 2025Q1: 1,019,898 shares; 2025Q2: 827,972 shares; 2025Q3: 740,484 shares; 2025Q4: 714,681 shares; 2026Q1: 636,842 shares 636,842 $19.4M 0.7% -77,839 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: 56,408 shares; 2024Q4: 62,847 shares; 2025Q1: 64,169 shares; 2025Q2: 18,937 shares; 2025Q3: 215,723 shares; 2025Q4: 230,534 shares; 2026Q1: 234,802 shares 234,802 $18.5M 0.66% +4,268 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: 211,867 shares; 2024Q4: 212,946 shares; 2025Q1: 216,925 shares; 2025Q2: 234,262 shares; 2025Q3: 234,255 shares; 2025Q4: 239,483 shares; 2026Q1: 240,986 shares 240,986 $18.1M 0.65% +1,503 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: 73,868 shares; 2024Q4: 74,268 shares; 2025Q1: 73,789 shares; 2025Q2: 73,843 shares; 2025Q3: 75,602 shares; 2025Q4: 144,067 shares; 2026Q1: 136,016 shares 136,016 $18.1M 0.65% -8,051 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: 123,985 shares; 2024Q4: 122,764 shares; 2025Q1: 119,849 shares; 2025Q2: 119,851 shares; 2025Q3: 121,023 shares; 2025Q4: 119,563 shares; 2026Q1: 123,954 shares 123,954 $18M 0.64% +4,391 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,001 shares; 2024Q4: 900,823 shares; 2025Q1: 934,523 shares; 2025Q2: 688,588 shares; 2025Q3: 650,185 shares; 2025Q4: 661,759 shares; 2026Q1: 699,691 shares 699,691 $17.6M 0.63% +37,932 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: 273,062 shares; 2024Q4: 283,712 shares; 2025Q1: 294,200 shares; 2025Q2: 310,699 shares; 2025Q3: 311,920 shares; 2025Q4: 318,541 shares; 2026Q1: 323,729 shares 323,729 $17.5M 0.63% +5,188 Timeline XSMO 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: 204,976 shares; 2024Q4: 203,782 shares; 2025Q1: 201,233 shares; 2025Q2: 204,723 shares; 2025Q3: 209,106 shares; 2025Q4: 210,258 shares; 2026Q1: 222,013 shares 222,013 $16.9M 0.61% +11,755 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: 169,443 shares; 2024Q4: 168,942 shares; 2025Q1: 188,525 shares; 2025Q2: 162,247 shares; 2025Q3: 164,364 shares; 2025Q4: 164,633 shares; 2026Q1: 147,235 shares 147,235 $16.7M 0.6% -17,398 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: 158,894 shares; 2024Q4: 169,554 shares; 2025Q1: 371,815 shares; 2025Q2: 399,417 shares; 2025Q3: 377,204 shares; 2025Q4: 395,841 shares; 2026Q1: 415,114 shares 415,114 $16.4M 0.59% +19,273 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: 326,344 shares; 2024Q4: 347,708 shares; 2025Q1: 336,929 shares; 2025Q2: 231,974 shares; 2025Q3: 226,696 shares; 2025Q4: 248,554 shares; 2026Q1: 213,084 shares 213,084 $16.3M 0.58% -35,470 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,297 shares; 2024Q4: 299,066 shares; 2025Q1: 310,181 shares; 2025Q2: 316,907 shares; 2025Q3: 354,601 shares; 2025Q4: 358,144 shares; 2026Q1: 358,416 shares 358,416 $16M 0.57% +272 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,340 shares; 2024Q4: 656,736 shares; 2025Q1: 644,560 shares; 2025Q2: 654,506 shares; 2025Q3: 668,657 shares; 2025Q4: 642,584 shares; 2026Q1: 613,359 shares 613,359 $15.7M 0.56% -29,225 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: 170,671 shares; 2024Q4: 169,913 shares; 2025Q1: 169,730 shares; 2025Q2: 174,262 shares; 2025Q3: 174,915 shares; 2025Q4: 175,790 shares; 2026Q1: 177,659 shares 177,659 $15.6M 0.56% +1,869 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: 166,623 shares; 2024Q4: 451,341 shares; 2025Q1: 431,494 shares; 2025Q2: 445,594 shares; 2025Q3: 435,431 shares; 2025Q4: 426,954 shares; 2026Q1: 485,586 shares 485,586 $15M 0.54% +58,632 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: 93,120 shares; 2024Q4: 87,289 shares; 2025Q1: 106,597 shares; 2025Q2: 109,047 shares; 2025Q3: 109,906 shares; 2025Q4: 109,923 shares; 2026Q1: 77,824 shares 77,824 $14.9M 0.54% -32,099 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: 69,855 shares; 2024Q4: 76,228 shares; 2025Q1: 73,618 shares; 2025Q2: 76,385 shares; 2025Q3: 72,909 shares; 2025Q4: 76,249 shares; 2026Q1: 59,805 shares 59,805 $14.2M 0.51% -16,444 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: 28,392 shares; 2024Q4: 28,212 shares; 2025Q1: 28,639 shares; 2025Q2: 29,798 shares; 2025Q3: 44,359 shares; 2025Q4: 45,798 shares; 2026Q1: 46,866 shares 46,866 $14.2M 0.51% +1,068 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 27,632 shares; 2025Q1: 29,569 shares; 2025Q2: 28,312 shares; 2025Q3: 30,213 shares; 2025Q4: 33,524 shares; 2026Q1: 30,094 shares 30,094 $12.9M 0.46% -3,430 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: 352,822 shares; 2024Q4: 367,814 shares; 2025Q1: 374,240 shares; 2025Q2: 299,941 shares; 2025Q3: 314,192 shares; 2025Q4: 309,590 shares; 2026Q1: 272,616 shares 272,616 $12.8M 0.46% -36,974 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,210 shares; 2024Q4: 124,484 shares; 2025Q1: 122,802 shares; 2025Q2: 124,985 shares; 2025Q3: 242,912 shares; 2025Q4: 249,215 shares; 2026Q1: 259,419 shares 259,419 $12.5M 0.45% +10,204 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,288 shares; 2024Q4: 324,043 shares; 2025Q1: 333,699 shares; 2025Q2: 232,559 shares; 2025Q3: 237,371 shares; 2025Q4: 242,795 shares; 2026Q1: 254,176 shares 254,176 $12.4M 0.45% +11,381 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: 207,715 shares; 2024Q4: 389,102 shares; 2025Q1: 390,538 shares; 2025Q2: 422,570 shares; 2025Q3: 456,304 shares; 2025Q4: 477,959 shares; 2026Q1: 492,472 shares 492,472 $12.2M 0.44% +14,513 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,306 shares; 2024Q4: 414,602 shares; 2025Q1: 410,221 shares; 2025Q2: 431,489 shares; 2025Q3: 432,896 shares; 2025Q4: 427,775 shares; 2026Q1: 414,071 shares 414,071 $12M 0.43% -13,704 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: 177,952 shares; 2024Q4: 185,996 shares; 2025Q1: 189,492 shares; 2025Q2: 193,585 shares; 2025Q3: 200,511 shares; 2025Q4: 200,803 shares; 2026Q1: 250,607 shares 250,607 $11.6M 0.42% +49,804 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: 170,500 shares; 2024Q4: 163,987 shares; 2025Q1: 174,217 shares; 2025Q2: 178,407 shares; 2025Q3: 182,600 shares; 2025Q4: 185,204 shares; 2026Q1: 194,808 shares 194,808 $11.3M 0.41% +9,604 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: 29,217 shares; 2024Q4: 29,221 shares; 2025Q1: 32,120 shares; 2025Q2: 31,757 shares; 2025Q3: 32,456 shares; 2025Q4: 32,059 shares; 2026Q1: 33,490 shares 33,490 $10.7M 0.39% +1,431 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: 146,361 shares; 2024Q4: 146,100 shares; 2025Q1: 146,096 shares; 2025Q2: 153,399 shares; 2025Q3: 157,098 shares; 2025Q4: 164,481 shares; 2026Q1: 135,672 shares 135,672 $10.6M 0.38% -28,809 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: 10,678 shares; 2024Q4: 11,379 shares; 2025Q1: 11,453 shares; 2025Q2: 10,962 shares; 2025Q3: 11,320 shares; 2025Q4: 10,834 shares; 2026Q1: 10,263 shares 10,263 $10.2M 0.37% -571 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: 232,614 shares; 2024Q4: 187,476 shares; 2025Q1: 195,869 shares; 2025Q2: 161,284 shares; 2025Q3: 161,954 shares; 2025Q4: 163,164 shares; 2026Q1: 217,019 shares 217,019 $10M 0.36% +53,855 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,293 shares 15,293 $9.72M 0.35% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,946 shares; 2024Q4: 26,807 shares; 2025Q1: 26,092 shares; 2025Q2: 26,073 shares; 2025Q3: 35,709 shares; 2025Q4: 37,716 shares; 2026Q1: 35,264 shares 35,264 $9.6M 0.34% -2,452 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: 46,434 shares; 2024Q4: 44,709 shares; 2025Q1: 42,876 shares; 2025Q2: 38,941 shares; 2025Q3: 38,915 shares; 2025Q4: 37,752 shares; 2026Q1: 34,514 shares 34,514 $9.34M 0.33% -3,238 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: 34,143 shares; 2024Q4: 34,737 shares; 2025Q1: 34,971 shares; 2025Q2: 31,480 shares; 2025Q3: 32,241 shares; 2025Q4: 32,900 shares; 2026Q1: 31,737 shares 31,737 $9.34M 0.33% -1,163 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: 596,338 shares; 2024Q4: 598,918 shares; 2025Q1: 609,513 shares; 2025Q2: 716,623 shares; 2025Q3: 721,286 shares; 2025Q4: 746,798 shares; 2026Q1: 189,103 shares 189,103 $9.14M 0.33% -557,695 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: 53,143 shares; 2024Q4: 94,132 shares; 2025Q1: 106,472 shares; 2025Q2: 114,863 shares; 2025Q3: 123,571 shares; 2025Q4: 129,240 shares; 2026Q1: 131,214 shares 131,214 $8.96M 0.32% +1,974 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,404 shares; 2024Q4: 263,315 shares; 2025Q1: 287,992 shares; 2025Q2: 301,111 shares; 2025Q3: 328,491 shares; 2025Q4: 324,537 shares; 2026Q1: 336,215 shares 336,215 $8.95M 0.32% +11,678 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,546 shares; 2024Q4: 60,547 shares; 2025Q1: 60,548 shares; 2025Q2: 60,550 shares; 2025Q3: 74,721 shares; 2025Q4: 74,227 shares; 2026Q1: 73,475 shares 73,475 $8.69M 0.31% -752 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: 45,161 shares; 2024Q4: 51,065 shares; 2025Q1: 51,159 shares; 2025Q2: 14,476 shares; 2025Q3: 11,906 shares; 2025Q4: 12,048 shares; 2026Q1: 13,858 shares 13,858 $8.28M 0.3% +1,810 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,121 shares; 2024Q4: 46,598 shares; 2025Q1: 57,967 shares; 2025Q2: 59,382 shares; 2025Q3: 60,871 shares; 2025Q4: 61,359 shares; 2026Q1: 38,795 shares 38,795 $8.19M 0.29% -22,564 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: 130,595 shares; 2024Q4: 147,085 shares; 2025Q1: 122,895 shares; 2025Q2: 172,394 shares; 2025Q3: 175,658 shares; 2025Q4: 176,389 shares; 2026Q1: 108,927 shares 108,927 $8.1M 0.29% -67,462 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: 61,703 shares; 2024Q4: 62,128 shares; 2025Q1: 61,543 shares; 2025Q2: 60,366 shares; 2025Q3: 60,267 shares; 2025Q4: 58,308 shares; 2026Q1: 53,258 shares 53,258 $7.73M 0.28% -5,050 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: 80,202 shares; 2024Q4: 78,833 shares; 2025Q1: 82,684 shares; 2025Q2: 62,422 shares; 2025Q3: 63,113 shares; 2025Q4: 63,326 shares; 2026Q1: 71,502 shares 71,502 $7.59M 0.27% +8,176 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,604 shares; 2024Q4: 187,835 shares; 2025Q1: 192,044 shares; 2025Q2: 237,734 shares; 2025Q3: 223,149 shares; 2025Q4: 318,850 shares; 2026Q1: 297,217 shares 297,217 $7.21M 0.26% -21,633 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: 11,063 shares; 2024Q4: 10,931 shares; 2025Q1: 10,863 shares; 2025Q2: 10,353 shares; 2025Q3: 10,508 shares; 2025Q4: 10,524 shares; 2026Q1: 9,883 shares 9,883 $7M 0.25% -641 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,758 shares 212,758 $6.84M 0.25% new 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: 35,135 shares; 2024Q4: 31,588 shares; 2025Q1: 30,416 shares; 2025Q2: 30,334 shares; 2025Q3: 30,572 shares; 2025Q4: 30,892 shares; 2026Q1: 27,938 shares 27,938 $6.83M 0.24% -2,954 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: 79,415 shares; 2024Q4: 82,876 shares; 2025Q1: 88,098 shares; 2025Q2: 98,479 shares; 2025Q3: 101,075 shares; 2025Q4: 109,866 shares; 2026Q1: 110,668 shares 110,668 $6.79M 0.24% +802 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: 34,465 shares; 2024Q4: 32,650 shares; 2025Q1: 34,067 shares; 2025Q2: 26,565 shares; 2025Q3: 24,279 shares; 2025Q4: 23,777 shares; 2026Q1: 20,882 shares 20,882 $6.46M 0.23% -2,895 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,390 shares; 2024Q4: 109,331 shares; 2025Q1: 103,897 shares; 2025Q2: 95,277 shares; 2025Q3: 95,813 shares; 2025Q4: 92,903 shares; 2026Q1: 80,298 shares 80,298 $6.38M 0.23% -12,605 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 76,809 shares; 2025Q1: 77,972 shares; 2025Q2: 74,944 shares; 2025Q3: 75,057 shares; 2025Q4: 95,458 shares; 2026Q1: 95,575 shares 95,575 $6.35M 0.23% +117 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: 11,874 shares; 2024Q4: 9,444 shares; 2025Q1: 8,605 shares; 2025Q2: 7,460 shares; 2025Q3: 7,289 shares; 2025Q4: 7,256 shares; 2026Q1: 6,892 shares 6,892 $6.34M 0.23% -364 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,409 shares; 2024Q4: 58,302 shares; 2025Q1: 58,303 shares; 2025Q2: 58,304 shares; 2025Q3: 72,638 shares; 2025Q4: 72,639 shares; 2026Q1: 72,640 shares 72,640 $6.33M 0.23% +1 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,048 shares; 2024Q4: 49,850 shares; 2025Q1: 52,828 shares; 2025Q2: 54,177 shares; 2025Q3: 66,688 shares; 2025Q4: 82,316 shares; 2026Q1: 121,689 shares 121,689 $6.32M 0.23% +39,373 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: 94,030 shares; 2024Q4: 92,442 shares; 2025Q1: 91,710 shares; 2025Q2: 94,845 shares; 2025Q3: 97,110 shares; 2025Q4: 96,680 shares; 2026Q1: 75,444 shares 75,444 $6.23M 0.22% -21,236 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: 22,349 shares; 2024Q4: 21,797 shares; 2025Q1: 22,467 shares; 2025Q2: 17,836 shares; 2025Q3: 17,258 shares; 2025Q4: 17,115 shares; 2026Q1: 16,124 shares 16,124 $5.99M 0.21% -991 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: 28,558 shares; 2024Q4: 29,815 shares; 2025Q1: 30,347 shares; 2025Q2: 31,248 shares; 2025Q3: 31,630 shares; 2025Q4: 31,813 shares; 2026Q1: 30,757 shares 30,757 $5.9M 0.21% -1,056 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: 57,004 shares; 2024Q4: 68,880 shares; 2025Q1: 71,672 shares; 2025Q2: 64,487 shares; 2025Q3: 49,654 shares; 2025Q4: 95,268 shares; 2026Q1: 94,793 shares 94,793 $5.81M 0.21% -475 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: 116,977 shares; 2024Q4: 112,528 shares; 2025Q1: 112,919 shares; 2025Q2: 113,378 shares; 2025Q3: 113,216 shares; 2025Q4: 113,475 shares; 2026Q1: 113,274 shares 113,274 $5.79M 0.21% -201 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,279 shares; 2024Q4: 243,812 shares; 2025Q1: 238,293 shares; 2025Q2: 93,844 shares; 2025Q3: 100,846 shares; 2025Q4: 114,736 shares; 2026Q1: 123,906 shares 123,906 $5.71M 0.2% +9,170 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: 11,655 shares; 2024Q4: 11,721 shares; 2025Q1: 11,254 shares; 2025Q2: 11,363 shares; 2025Q3: 11,460 shares; 2025Q4: 11,914 shares; 2026Q1: 12,904 shares 12,904 $5.64M 0.2% +990 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: 9,521 shares; 2024Q4: 11,249 shares; 2025Q1: 11,988 shares; 2025Q2: 9,783 shares; 2025Q3: 9,686 shares; 2025Q4: 9,996 shares; 2026Q1: 9,803 shares 9,803 $5.61M 0.2% -193 Timeline EMLP 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: 80,509 shares; 2024Q4: 87,385 shares; 2025Q1: 94,439 shares; 2025Q2: 100,501 shares; 2025Q3: 111,144 shares; 2025Q4: 120,067 shares; 2026Q1: 128,024 shares 128,024 $5.59M 0.2% +7,957 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,102 shares; 2024Q4: 189,506 shares; 2025Q1: 126,327 shares; 2025Q2: 97,221 shares; 2025Q3: 96,595 shares; 2025Q4: 99,010 shares; 2026Q1: 115,867 shares 115,867 $5.49M 0.2% +16,857 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: 50,249 shares; 2025Q2: 52,173 shares; 2025Q3: 47,670 shares; 2025Q4: 45,141 shares; 2026Q1: 46,987 shares 46,987 $5.21M 0.19% +1,846 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: 56,468 shares; 2024Q4: 60,601 shares; 2025Q1: 58,959 shares; 2025Q2: 57,381 shares; 2025Q3: 63,909 shares; 2025Q4: 69,715 shares; 2026Q1: 69,922 shares 69,922 $5.15M 0.18% +207 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,526 shares; 2024Q4: 379,368 shares; 2025Q1: 393,657 shares; 2025Q2: 380,459 shares; 2025Q3: 393,704 shares; 2025Q4: 398,837 shares; 2026Q1: 220,913 shares 220,913 $5.13M 0.18% -177,924 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,292 shares; 2025Q1: 5,202 shares; 2025Q2: 5,829 shares; 2025Q3: 5,347 shares; 2025Q4: 17,513 shares; 2026Q1: 20,282 shares 20,282 $5.08M 0.18% +2,769 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: 10,376 shares; 2024Q4: 10,126 shares; 2025Q1: 9,987 shares; 2025Q2: 11,186 shares; 2025Q3: 12,667 shares; 2025Q4: 14,858 shares; 2026Q1: 17,519 shares 17,519 $5.03M 0.18% +2,661 Timeline IONQ IONQ INC More: the full row for IONQ 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: 171,755 shares; 2026Q1: 174,332 shares 174,332 $5.03M 0.18% +2,577 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 71,138 shares; 2025Q1: 73,766 shares; 2025Q2: 75,668 shares; 2025Q3: 80,879 shares; 2025Q4: 83,123 shares; 2026Q1: 90,115 shares 90,115 $4.99M 0.18% +6,992 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: 38,211 shares; 2024Q4: 38,616 shares; 2025Q1: 58,632 shares; 2025Q2: 108,183 shares; 2025Q3: 111,617 shares; 2025Q4: 115,440 shares; 2026Q1: 71,404 shares 71,404 $4.98M 0.18% -44,036 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: 7,498 shares; 2024Q4: 7,424 shares; 2025Q1: 7,531 shares; 2025Q2: 8,232 shares; 2025Q3: 8,163 shares; 2025Q4: 7,862 shares; 2026Q1: 7,119 shares 7,119 $4.97M 0.18% -743 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: 4,106 shares; 2024Q4: 4,214 shares; 2025Q1: 5,026 shares; 2025Q2: 5,531 shares; 2025Q3: 7,050 shares; 2025Q4: 6,308 shares; 2026Q1: 14,619 shares 14,619 $4.95M 0.18% +8,311 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: 35,216 shares; 2024Q4: 39,756 shares; 2025Q1: 41,615 shares; 2025Q2: 40,603 shares; 2025Q3: 42,050 shares; 2025Q4: 41,272 shares; 2026Q1: 39,776 shares 39,776 $4.95M 0.18% -1,496 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,929 shares; 2024Q4: 42,318 shares; 2025Q1: 50,205 shares; 2025Q2: 53,902 shares; 2025Q3: 60,172 shares; 2025Q4: 64,904 shares; 2026Q1: 70,246 shares 70,246 $4.84M 0.17% +5,342 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,268 shares; 2024Q4: 30,775 shares; 2025Q1: 31,484 shares; 2025Q2: 32,155 shares; 2025Q3: 32,427 shares; 2025Q4: 32,630 shares; 2026Q1: 33,008 shares 33,008 $4.81M 0.17% +378 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,335 shares; 2025Q1: 220,881 shares; 2025Q2: 25,584 shares; 2025Q3: 38,119 shares; 2025Q4: 74,053 shares; 2026Q1: 88,993 shares 88,993 $4.79M 0.17% +14,940 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: 94,417 shares; 2025Q3: 98,792 shares; 2025Q4: 100,733 shares; 2026Q1: 131,887 shares 131,887 $4.78M 0.17% +31,154 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: 2,055 shares; 2024Q4: 2,203 shares; 2025Q1: 1,988 shares; 2025Q2: 2,000 shares; 2025Q3: 2,347 shares; 2025Q4: 6,635 shares; 2026Q1: 5,631 shares 5,631 $4.76M 0.17% -1,004 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: 43,220 shares; 2024Q4: 129,628 shares; 2025Q1: 131,421 shares; 2025Q2: 142,967 shares; 2025Q3: 143,769 shares; 2025Q4: 171,753 shares; 2026Q1: 170,941 shares 170,941 $4.76M 0.17% -812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,039 shares 84,039 $4.75M 0.17% new Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541,590 shares 541,590 $4.73M 0.17% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,779 shares; 2025Q3: 64,286 shares; 2025Q4: 68,529 shares; 2026Q1: 110,775 shares 110,775 $4.72M 0.17% +42,246 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: 47,556 shares; 2025Q3: 51,047 shares; 2025Q4: 54,852 shares; 2026Q1: 137,784 shares 137,784 $4.54M 0.16% +82,932 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: 65,624 shares; 2024Q4: 96,841 shares; 2025Q1: 109,660 shares; 2025Q2: 111,130 shares; 2025Q3: 97,499 shares; 2025Q4: 97,409 shares; 2026Q1: 90,229 shares 90,229 $4.45M 0.16% -7,180 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,516 shares; 2024Q4: 42,658 shares; 2025Q1: 48,501 shares; 2025Q2: 43,247 shares; 2025Q3: 43,389 shares; 2025Q4: 42,883 shares; 2026Q1: 24,462 shares 24,462 $4.44M 0.16% -18,421 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,419 shares; 2024Q4: 107,315 shares; 2025Q1: 116,854 shares; 2025Q2: 120,626 shares; 2025Q3: 130,790 shares; 2025Q4: 132,468 shares; 2026Q1: 109,065 shares 109,065 $4.42M 0.16% -23,403 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 38,788 shares; 2025Q1: 38,128 shares; 2025Q2: 38,272 shares; 2025Q3: 37,269 shares; 2025Q4: 37,204 shares; 2026Q1: 31,089 shares 31,089 $4.42M 0.16% -6,115 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,824 shares; 2025Q1: 27,741 shares; 2025Q2: 29,386 shares; 2025Q3: 29,953 shares; 2025Q4: 30,647 shares; 2026Q1: 39,336 shares 39,336 $4.41M 0.16% +8,689 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: 34,954 shares; 2024Q4: 31,099 shares; 2025Q1: 32,022 shares; 2025Q2: 24,832 shares; 2025Q3: 24,987 shares; 2025Q4: 27,115 shares; 2026Q1: 24,926 shares 24,926 $4.23M 0.15% -2,189 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: 13,273 shares; 2024Q4: 17,617 shares; 2025Q1: 20,645 shares; 2025Q2: 19,289 shares; 2025Q3: 13,894 shares; 2025Q4: 53,650 shares; 2026Q1: 40,022 shares 40,022 $4.18M 0.15% -13,628 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: 45,325 shares; 2024Q4: 45,464 shares; 2025Q1: 45,969 shares; 2025Q2: 46,221 shares; 2025Q3: 52,598 shares; 2025Q4: 49,712 shares; 2026Q1: 45,014 shares 45,014 $4.17M 0.15% -4,698 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: 32,710 shares; 2024Q4: 36,078 shares; 2025Q1: 37,430 shares; 2025Q2: 35,317 shares; 2025Q3: 34,077 shares; 2025Q4: 35,162 shares; 2026Q1: 33,014 shares 33,014 $4.1M 0.15% -2,148 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: 22,907 shares; 2024Q4: 20,616 shares; 2025Q1: 21,376 shares; 2025Q2: 13,919 shares; 2025Q3: 14,103 shares; 2025Q4: 14,562 shares; 2026Q1: 14,291 shares 14,291 $4.1M 0.15% -271 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: 41,227 shares; 2024Q4: 44,239 shares; 2025Q1: 41,122 shares; 2025Q2: 42,137 shares; 2025Q3: 43,386 shares; 2025Q4: 43,789 shares; 2026Q1: 43,111 shares 43,111 $4.09M 0.15% -678 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: 225,077 shares; 2024Q4: 225,133 shares; 2025Q1: 226,313 shares; 2025Q2: 227,498 shares; 2025Q3: 229,984 shares; 2025Q4: 228,549 shares; 2026Q1: 183,977 shares 183,977 $4.09M 0.15% -44,572 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: 85,368 shares; 2024Q4: 85,752 shares; 2025Q1: 81,999 shares; 2025Q2: 82,758 shares; 2025Q3: 82,916 shares; 2025Q4: 83,917 shares; 2026Q1: 82,079 shares 82,079 $4.09M 0.15% -1,838 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,708 shares; 2024Q4: 82,204 shares; 2025Q1: 87,298 shares; 2025Q2: 90,278 shares; 2025Q3: 89,005 shares; 2025Q4: 85,288 shares; 2026Q1: 99,621 shares 99,621 $4.07M 0.15% +14,333 Timeline QTEC 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: 14,225 shares; 2024Q4: 14,559 shares; 2025Q1: 15,908 shares; 2025Q2: 16,801 shares; 2025Q3: 14,215 shares; 2025Q4: 16,095 shares; 2026Q1: 18,608 shares 18,608 $4.02M 0.14% +2,513 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: 36,798 shares; 2024Q4: 36,287 shares; 2025Q1: 36,397 shares; 2025Q2: 36,397 shares; 2025Q3: 39,531 shares; 2025Q4: 39,872 shares; 2026Q1: 38,823 shares 38,823 $3.99M 0.14% -1,049 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: 100,082 shares; 2024Q4: 45,877 shares; 2025Q1: 35,385 shares; 2025Q2: 52,953 shares; 2025Q3: 92,922 shares; 2025Q4: 69,586 shares; 2026Q1: 78,385 shares 78,385 $3.97M 0.14% +8,799 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,089 shares; 2024Q4: 53,476 shares; 2025Q1: 54,925 shares; 2025Q2: 64,084 shares; 2025Q3: 66,670 shares; 2025Q4: 72,955 shares; 2026Q1: 68,574 shares 68,574 $3.89M 0.14% -4,381 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: 97,428 shares; 2024Q4: 90,484 shares; 2025Q1: 94,737 shares; 2025Q2: 92,388 shares; 2025Q3: 89,148 shares; 2025Q4: 87,439 shares; 2026Q1: 76,834 shares 76,834 $3.87M 0.14% -10,605 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 14,283 shares; 2025Q1: 58,641 shares; 2025Q2: 80,351 shares; 2025Q3: 85,308 shares; 2025Q4: 90,812 shares; 2026Q1: 69,881 shares 69,881 $3.81M 0.14% -20,931 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,722 shares; 2024Q4: 18,424 shares; 2025Q1: 18,436 shares; 2025Q2: 15,067 shares; 2025Q3: 14,597 shares; 2025Q4: 14,364 shares; 2026Q1: 14,110 shares 14,110 $3.75M 0.13% -254 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: 31,723 shares; 2024Q4: 28,273 shares; 2025Q1: 28,540 shares; 2025Q2: 29,353 shares; 2025Q3: 29,400 shares; 2025Q4: 29,849 shares; 2026Q1: 31,039 shares 31,039 $3.75M 0.13% +1,190 Timeline RSPH 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: 117,462 shares; 2024Q4: 118,242 shares; 2025Q1: 119,523 shares; 2025Q2: 122,087 shares; 2025Q3: 119,653 shares; 2025Q4: 120,843 shares; 2026Q1: 124,038 shares 124,038 $3.75M 0.13% +3,195 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: 13,579 shares; 2024Q4: 13,406 shares; 2025Q1: 13,606 shares; 2025Q2: 13,680 shares; 2025Q3: 12,880 shares; 2025Q4: 12,391 shares; 2026Q1: 11,767 shares 11,767 $3.66M 0.13% -624 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: 27,852 shares; 2024Q4: 41,864 shares; 2025Q1: 31,332 shares; 2025Q2: 36,781 shares; 2025Q3: 37,498 shares; 2025Q4: 79,837 shares; 2026Q1: 79,571 shares 79,571 $3.65M 0.13% -266 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: 17,613 shares; 2024Q4: 17,457 shares; 2025Q1: 16,504 shares; 2025Q2: 16,187 shares; 2025Q3: 16,781 shares; 2025Q4: 16,771 shares; 2026Q1: 16,054 shares 16,054 $3.63M 0.13% -717 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 53,125 shares; 2025Q1: 53,434 shares; 2025Q2: 51,320 shares; 2025Q3: 51,941 shares; 2025Q4: 47,040 shares; 2026Q1: 45,267 shares 45,267 $3.6M 0.13% -1,773 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,222 shares; 2025Q1: 14,525 shares; 2025Q2: 11,750 shares; 2025Q3: 12,255 shares; 2025Q4: 12,332 shares; 2026Q1: 11,912 shares 11,912 $3.6M 0.13% -420 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: 54,983 shares; 2024Q4: 54,835 shares; 2025Q1: 53,616 shares; 2025Q2: 57,124 shares; 2025Q3: 56,298 shares; 2025Q4: 56,159 shares; 2026Q1: 49,163 shares 49,163 $3.6M 0.13% -6,996 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,145 shares; 2024Q4: 29,577 shares; 2025Q1: 38,988 shares; 2025Q2: 26,342 shares; 2025Q3: 31,117 shares; 2025Q4: 34,833 shares; 2026Q1: 40,752 shares 40,752 $3.59M 0.13% +5,919 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: 33,061 shares; 2024Q4: 28,749 shares; 2025Q1: 27,897 shares; 2025Q2: 27,994 shares; 2025Q3: 26,927 shares; 2025Q4: 25,499 shares; 2026Q1: 24,449 shares 24,449 $3.58M 0.13% -1,050 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: 17,782 shares; 2024Q4: 16,080 shares; 2025Q1: 16,055 shares; 2025Q2: 16,451 shares; 2025Q3: 17,101 shares; 2025Q4: 17,281 shares; 2026Q1: 16,477 shares 16,477 $3.58M 0.13% -804 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: 25,431 shares; 2024Q4: 26,404 shares; 2025Q1: 28,718 shares; 2025Q2: 30,399 shares; 2025Q3: 30,425 shares; 2025Q4: 32,081 shares; 2026Q1: 31,451 shares 31,451 $3.45M 0.12% -630 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 9,326 shares; 2025Q1: 9,627 shares; 2025Q2: 10,178 shares; 2025Q3: 10,552 shares; 2025Q4: 10,942 shares; 2026Q1: 10,255 shares 10,255 $3.37M 0.12% -687 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,939 shares; 2025Q3: not reported; 2025Q4: 14,628 shares; 2026Q1: 64,878 shares 64,878 $3.31M 0.12% +50,250 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,582 shares; 2025Q2: 9,760 shares; 2025Q3: 22,156 shares; 2025Q4: 47,730 shares; 2026Q1: 64,910 shares 64,910 $3.3M 0.12% +17,180 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,092 shares; 2026Q1: 41,480 shares 41,480 $3.29M 0.12% +32,388 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: 291,788 shares; 2024Q4: 97,674 shares; 2025Q1: 91,467 shares; 2025Q2: 91,672 shares; 2025Q3: 91,315 shares; 2025Q4: 90,481 shares; 2026Q1: 89,834 shares 89,834 $3.29M 0.12% -647 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: 42,464 shares; 2024Q4: 46,586 shares; 2025Q1: 46,669 shares; 2025Q2: 46,772 shares; 2025Q3: 48,091 shares; 2025Q4: 48,730 shares; 2026Q1: 35,502 shares 35,502 $3.25M 0.12% -13,228 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: 10,167 shares; 2024Q4: 13,061 shares; 2025Q1: 15,385 shares; 2025Q2: 16,718 shares; 2025Q3: 17,995 shares; 2025Q4: 18,542 shares; 2026Q1: 19,349 shares 19,349 $3.21M 0.11% +807 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,621 shares; 2025Q1: 2,734 shares; 2025Q2: 2,844 shares; 2025Q3: 2,591 shares; 2025Q4: 26,984 shares; 2026Q1: 33,051 shares 33,051 $3.18M 0.11% +6,067 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: 16,956 shares; 2024Q4: 16,937 shares; 2025Q1: 16,816 shares; 2025Q2: 17,913 shares; 2025Q3: 17,342 shares; 2025Q4: 17,274 shares; 2026Q1: 15,180 shares 15,180 $3.14M 0.11% -2,094 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,283 shares 38,283 $3.08M 0.11% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: not reported; 2025Q3: 6,038 shares; 2025Q4: 8,382 shares; 2026Q1: 43,452 shares 43,452 $3.08M 0.11% +35,070 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: 84,700 shares; 2024Q4: 112,164 shares; 2025Q1: 113,545 shares; 2025Q2: 111,106 shares; 2025Q3: 121,715 shares; 2025Q4: 125,131 shares; 2026Q1: 86,163 shares 86,163 $3.07M 0.11% -38,968 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 8,600 shares; 2025Q1: 8,283 shares; 2025Q2: 18,624 shares; 2025Q3: 18,719 shares; 2025Q4: 68,512 shares; 2026Q1: 64,455 shares 64,455 $2.99M 0.11% -4,057 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: 55,728 shares; 2024Q4: 55,581 shares; 2025Q1: 55,927 shares; 2025Q2: 52,970 shares; 2025Q3: 49,162 shares; 2025Q4: 42,635 shares; 2026Q1: 35,710 shares 35,710 $2.93M 0.1% -6,925 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,706 shares; 2024Q4: 33,115 shares; 2025Q1: 33,153 shares; 2025Q2: 33,973 shares; 2025Q3: 33,880 shares; 2025Q4: 33,375 shares; 2026Q1: 31,555 shares 31,555 $2.89M 0.1% -1,820 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: 6,576 shares; 2024Q4: 10,491 shares; 2025Q1: 10,978 shares; 2025Q2: 10,447 shares; 2025Q3: 10,538 shares; 2025Q4: 10,565 shares; 2026Q1: 15,583 shares 15,583 $2.87M 0.1% +5,018 Timeline FLQM 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: 7,204 shares; 2024Q4: 27,285 shares; 2025Q1: 34,957 shares; 2025Q2: 40,063 shares; 2025Q3: 43,105 shares; 2025Q4: 46,516 shares; 2026Q1: 52,228 shares 52,228 $2.87M 0.1% +5,712 Timeline KBWP 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: 20,091 shares; 2024Q4: 19,638 shares; 2025Q1: 20,232 shares; 2025Q2: 21,602 shares; 2025Q3: 22,358 shares; 2025Q4: 23,300 shares; 2026Q1: 24,036 shares 24,036 $2.86M 0.1% +736 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: 35,187 shares; 2024Q4: 34,769 shares; 2025Q1: 35,945 shares; 2025Q2: 32,904 shares; 2025Q3: 32,955 shares; 2025Q4: 35,279 shares; 2026Q1: 32,907 shares 32,907 $2.85M 0.1% -2,372 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: 12,147 shares; 2024Q4: 6,413 shares; 2025Q1: 11,766 shares; 2025Q2: 12,844 shares; 2025Q3: 12,882 shares; 2025Q4: 13,651 shares; 2026Q1: 13,235 shares 13,235 $2.83M 0.1% -416 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 26,035 shares; 2025Q1: 27,232 shares; 2025Q2: 27,782 shares; 2025Q3: 29,427 shares; 2025Q4: 30,627 shares; 2026Q1: 32,695 shares 32,695 $2.8M 0.1% +2,068 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,199 shares; 2025Q1: 37,701 shares; 2025Q2: 35,537 shares; 2025Q3: 28,680 shares; 2025Q4: 23,256 shares; 2026Q1: 22,690 shares 22,690 $2.75M 0.1% -566 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: not reported; 2024Q4: 8,287 shares; 2025Q1: 3,658 shares; 2025Q2: 2,686 shares; 2025Q3: 28,784 shares; 2025Q4: 33,523 shares; 2026Q1: 22,724 shares 22,724 $2.75M 0.1% -10,799 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,149 shares; 2025Q2: 111,758 shares; 2025Q3: 117,860 shares; 2025Q4: 119,814 shares; 2026Q1: 59,561 shares 59,561 $2.73M 0.1% -60,253 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,919 shares; 2025Q4: 68,554 shares; 2026Q1: 73,772 shares 73,772 $2.71M 0.1% +5,218 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: 25,810 shares; 2024Q4: 24,066 shares; 2025Q1: 25,451 shares; 2025Q2: 30,347 shares; 2025Q3: 31,299 shares; 2025Q4: 37,090 shares; 2026Q1: 34,493 shares 34,493 $2.68M 0.1% -2,597 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 20,042 shares; 2025Q1: 20,417 shares; 2025Q2: 19,163 shares; 2025Q3: 19,251 shares; 2025Q4: 19,211 shares; 2026Q1: 24,245 shares 24,245 $2.66M 0.1% +5,034 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: 34,977 shares; 2024Q4: 31,705 shares; 2025Q1: 27,011 shares; 2025Q2: 28,550 shares; 2025Q3: 20,912 shares; 2025Q4: 19,425 shares; 2026Q1: 22,190 shares 22,190 $2.63M 0.09% +2,765 Timeline VNLA 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: 19,333 shares; 2024Q4: 19,053 shares; 2025Q1: 19,540 shares; 2025Q2: 35,114 shares; 2025Q3: 37,165 shares; 2025Q4: 38,041 shares; 2026Q1: 53,649 shares 53,649 $2.63M 0.09% +15,608 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,139 shares; 2024Q4: 34,570 shares; 2025Q1: 34,417 shares; 2025Q2: 30,643 shares; 2025Q3: 30,062 shares; 2025Q4: 29,453 shares; 2026Q1: 37,938 shares 37,938 $2.61M 0.09% +8,485 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: 15,705 shares; 2024Q4: 13,695 shares; 2025Q1: 28,980 shares; 2025Q2: 28,127 shares; 2025Q3: 28,056 shares; 2025Q4: 26,618 shares; 2026Q1: 26,634 shares 26,634 $2.59M 0.09% +16 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: 10,837 shares; 2024Q4: 10,900 shares; 2025Q1: 10,033 shares; 2025Q2: 8,558 shares; 2025Q3: 8,183 shares; 2025Q4: 8,698 shares; 2026Q1: 7,862 shares 7,862 $2.59M 0.09% -836 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,317 shares; 2024Q4: 64,223 shares; 2025Q1: 56,055 shares; 2025Q2: 53,254 shares; 2025Q3: 54,936 shares; 2025Q4: 52,399 shares; 2026Q1: 49,543 shares 49,543 $2.58M 0.09% -2,856 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: 21,583 shares; 2024Q4: 21,356 shares; 2025Q1: 20,990 shares; 2025Q2: 19,783 shares; 2025Q3: 19,760 shares; 2025Q4: 19,735 shares; 2026Q1: 18,206 shares 18,206 $2.57M 0.09% -1,529 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: 5,345 shares; 2024Q4: 5,815 shares; 2025Q1: 6,204 shares; 2025Q2: 6,863 shares; 2025Q3: 7,024 shares; 2025Q4: 7,222 shares; 2026Q1: 6,011 shares 6,011 $2.56M 0.09% -1,211 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: 24,125 shares; 2024Q4: 25,015 shares; 2025Q1: 59,914 shares; 2025Q2: 66,189 shares; 2025Q3: 80,901 shares; 2025Q4: 74,071 shares; 2026Q1: 76,235 shares 76,235 $2.55M 0.09% +2,164 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: 14,945 shares; 2024Q4: 7,918 shares; 2025Q1: 7,820 shares; 2025Q2: 8,618 shares; 2025Q3: 8,970 shares; 2025Q4: 9,728 shares; 2026Q1: 9,718 shares 9,718 $2.55M 0.09% -10 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,917 shares; 2024Q4: 34,745 shares; 2025Q1: 34,754 shares; 2025Q2: 35,002 shares; 2025Q3: 31,310 shares; 2025Q4: 32,301 shares; 2026Q1: 29,940 shares 29,940 $2.54M 0.09% -2,361 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 90,275 shares; 2025Q4: 92,830 shares; 2026Q1: 93,207 shares 93,207 $2.54M 0.09% +377 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: 8,061 shares; 2024Q4: 8,078 shares; 2025Q1: 8,656 shares; 2025Q2: 15,200 shares; 2025Q3: 7,963 shares; 2025Q4: 7,750 shares; 2026Q1: 10,489 shares 10,489 $2.52M 0.09% +2,739 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: 7,961 shares; 2024Q4: 7,968 shares; 2025Q1: 7,982 shares; 2025Q2: 8,597 shares; 2025Q3: 9,462 shares; 2025Q4: 10,731 shares; 2026Q1: 11,332 shares 11,332 $2.48M 0.09% +601 Timeline LTPZ 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: 4,132 shares; 2024Q4: not reported; 2025Q1: 3,670 shares; 2025Q2: not reported; 2025Q3: 45,118 shares; 2025Q4: 48,213 shares; 2026Q1: 48,455 shares 48,455 $2.47M 0.09% +242 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: 7,203 shares; 2024Q4: 8,793 shares; 2025Q1: 9,289 shares; 2025Q2: 12,286 shares; 2025Q3: 31,252 shares; 2025Q4: 35,446 shares; 2026Q1: 16,774 shares 16,774 $2.45M 0.09% -18,672 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: 26,133 shares; 2024Q4: 24,963 shares; 2025Q1: 23,756 shares; 2025Q2: 19,842 shares; 2025Q3: 21,258 shares; 2025Q4: 18,471 shares; 2026Q1: 16,938 shares 16,938 $2.45M 0.09% -1,533 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 19,077 shares; 2025Q1: 20,270 shares; 2025Q2: 21,789 shares; 2025Q3: 25,536 shares; 2025Q4: 25,529 shares; 2026Q1: 21,031 shares 21,031 $2.45M 0.09% -4,498 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: 10,463 shares; 2024Q4: 10,859 shares; 2025Q1: 8,839 shares; 2025Q2: 8,517 shares; 2025Q3: 6,525 shares; 2025Q4: 6,775 shares; 2026Q1: 11,951 shares 11,951 $2.43M 0.09% +5,176 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,412 shares; 2024Q4: 53,726 shares; 2025Q1: 52,239 shares; 2025Q2: 45,181 shares; 2025Q3: 67,807 shares; 2025Q4: 65,550 shares; 2026Q1: 58,731 shares 58,731 $2.38M 0.09% -6,819 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,510 shares; 2024Q4: 53,108 shares; 2025Q1: 51,681 shares; 2025Q2: 48,870 shares; 2025Q3: 43,759 shares; 2025Q4: 42,266 shares; 2026Q1: 45,931 shares 45,931 $2.34M 0.08% +3,665 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: 20,436 shares; 2024Q4: 21,120 shares; 2025Q1: 21,373 shares; 2025Q2: 74,196 shares; 2025Q3: 78,058 shares; 2025Q4: 36,262 shares; 2026Q1: 34,288 shares 34,288 $2.34M 0.08% -1,974 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,587 shares; 2026Q1: 49,142 shares 49,142 $2.31M 0.08% +22,555 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,298 shares; 2024Q4: 10,127 shares; 2025Q1: 7,523 shares; 2025Q2: 7,149 shares; 2025Q3: 6,954 shares; 2025Q4: 7,101 shares; 2026Q1: 22,788 shares 22,788 $2.3M 0.08% +15,687 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: 27,997 shares; 2024Q4: 28,416 shares; 2025Q1: 27,793 shares; 2025Q2: 26,599 shares; 2025Q3: 25,170 shares; 2025Q4: 24,536 shares; 2026Q1: 23,491 shares 23,491 $2.27M 0.08% -1,045 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 27,131 shares; 2025Q1: 29,689 shares; 2025Q2: 33,849 shares; 2025Q3: 37,175 shares; 2025Q4: 38,798 shares; 2026Q1: 42,819 shares 42,819 $2.27M 0.08% +4,021 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: 22,995 shares; 2024Q4: 28,031 shares; 2025Q1: 27,508 shares; 2025Q2: 21,903 shares; 2025Q3: 17,906 shares; 2025Q4: 28,107 shares; 2026Q1: 20,717 shares 20,717 $2.26M 0.08% -7,390 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: 56,984 shares; 2024Q4: 59,448 shares; 2025Q1: 58,399 shares; 2025Q2: 54,019 shares; 2025Q3: 49,313 shares; 2025Q4: 48,233 shares; 2026Q1: 45,841 shares 45,841 $2.23M 0.08% -2,392 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: 13,038 shares; 2024Q4: 12,153 shares; 2025Q1: 11,585 shares; 2025Q2: 11,835 shares; 2025Q3: 13,401 shares; 2025Q4: 11,583 shares; 2026Q1: 11,172 shares 11,172 $2.22M 0.08% -411 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,247 shares; 2024Q4: 7,976 shares; 2025Q1: 7,984 shares; 2025Q2: 8,081 shares; 2025Q3: 8,289 shares; 2025Q4: 8,191 shares; 2026Q1: 7,592 shares 7,592 $2.21M 0.08% -599 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: 6,681 shares; 2024Q4: 6,885 shares; 2025Q1: 6,998 shares; 2025Q2: 8,334 shares; 2025Q3: 10,070 shares; 2025Q4: 10,502 shares; 2026Q1: 8,876 shares 8,876 $2.21M 0.08% -1,626 Timeline TBUX 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: 5,591 shares; 2025Q1: 8,091 shares; 2025Q2: 29,386 shares; 2025Q3: 28,967 shares; 2025Q4: 30,165 shares; 2026Q1: 44,314 shares 44,314 $2.2M 0.08% +14,149 Timeline SCHE 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: 64,260 shares; 2024Q4: 61,957 shares; 2025Q1: 60,617 shares; 2025Q2: 60,629 shares; 2025Q3: 62,668 shares; 2025Q4: 64,010 shares; 2026Q1: 66,382 shares 66,382 $2.19M 0.08% +2,372 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: 52,623 shares 52,623 $2.16M 0.08% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,432 shares 19,432 $2.15M 0.08% new Timeline FLIN 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: 35,157 shares; 2025Q1: 40,965 shares; 2025Q2: 43,909 shares; 2025Q3: 49,677 shares; 2025Q4: 57,256 shares; 2026Q1: 64,237 shares 64,237 $2.13M 0.08% +6,981 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: 15,004 shares; 2024Q4: 14,871 shares; 2025Q1: 15,480 shares; 2025Q2: 15,561 shares; 2025Q3: 16,371 shares; 2025Q4: 16,267 shares; 2026Q1: 14,584 shares 14,584 $2.13M 0.08% -1,683 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,363 shares; 2024Q4: 53,568 shares; 2025Q1: 60,126 shares; 2025Q2: 53,810 shares; 2025Q3: 53,715 shares; 2025Q4: 47,306 shares; 2026Q1: 42,995 shares 42,995 $2.12M 0.08% -4,311 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: 28,359 shares; 2024Q4: 25,895 shares; 2025Q1: 25,361 shares; 2025Q2: 23,440 shares; 2025Q3: 22,612 shares; 2025Q4: 22,977 shares; 2026Q1: 21,925 shares 21,925 $2.07M 0.07% -1,052 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 21,022 shares; 2025Q1: 24,053 shares; 2025Q2: 29,866 shares; 2025Q3: 35,233 shares; 2025Q4: 37,459 shares; 2026Q1: 40,861 shares 40,861 $2.04M 0.07% +3,402 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: 35,273 shares; 2024Q4: 36,148 shares; 2025Q1: 35,776 shares; 2025Q2: 35,084 shares; 2025Q3: 37,693 shares; 2025Q4: 40,431 shares; 2026Q1: 40,144 shares 40,144 $2.04M 0.07% -287 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: 41,292 shares; 2024Q4: 42,309 shares; 2025Q1: 45,698 shares; 2025Q2: 43,060 shares; 2025Q3: 34,660 shares; 2025Q4: 26,329 shares; 2026Q1: 21,259 shares 21,259 $2.03M 0.07% -5,070 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,399 shares; 2025Q4: 31,938 shares; 2026Q1: 23,390 shares 23,390 $2M 0.07% -8,548 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,380 shares; 2024Q4: 28,038 shares; 2025Q1: 27,097 shares; 2025Q2: 27,383 shares; 2025Q3: 27,841 shares; 2025Q4: 28,564 shares; 2026Q1: 26,034 shares 26,034 $1.99M 0.07% -2,530 Timeline BMAY 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: 43,992 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,992 shares; 2025Q4: 43,858 shares; 2026Q1: 43,858 shares 43,858 $1.97M 0.07% 0 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: 36,855 shares; 2024Q4: 53,171 shares; 2025Q1: 59,343 shares; 2025Q2: 43,274 shares; 2025Q3: 44,405 shares; 2025Q4: 44,340 shares; 2026Q1: 38,812 shares 38,812 $1.96M 0.07% -5,528 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: 7,292 shares; 2024Q4: 7,364 shares; 2025Q1: 6,892 shares; 2025Q2: 7,545 shares; 2025Q3: 8,181 shares; 2025Q4: 8,696 shares; 2026Q1: 7,901 shares 7,901 $1.96M 0.07% -795 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 9,317 shares; 2025Q1: 7,588 shares; 2025Q2: 7,736 shares; 2025Q3: 9,820 shares; 2025Q4: 10,619 shares; 2026Q1: 40,704 shares 40,704 $1.96M 0.07% +30,085 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,731 shares; 2024Q4: 28,194 shares; 2025Q1: 23,988 shares; 2025Q2: 21,484 shares; 2025Q3: 22,679 shares; 2025Q4: 23,295 shares; 2026Q1: 23,004 shares 23,004 $1.95M 0.07% -291 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,499 shares; 2024Q4: 43,264 shares; 2025Q1: 41,449 shares; 2025Q2: 45,572 shares; 2025Q3: 44,936 shares; 2025Q4: 45,445 shares; 2026Q1: 40,232 shares 40,232 $1.94M 0.07% -5,213 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: 72,530 shares; 2024Q4: 82,818 shares; 2025Q1: 55,658 shares; 2025Q2: 56,930 shares; 2025Q3: 55,593 shares; 2025Q4: 54,067 shares; 2026Q1: 17,326 shares 17,326 $1.93M 0.07% -36,741 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: 929 shares; 2024Q4: 1,193 shares; 2025Q1: 2,385 shares; 2025Q2: 3,171 shares; 2025Q3: 3,452 shares; 2025Q4: 4,071 shares; 2026Q1: 6,014 shares 6,014 $1.91M 0.07% +1,943 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: 8,909 shares; 2024Q4: 14,282 shares; 2025Q1: 10,766 shares; 2025Q2: 11,055 shares; 2025Q3: 12,348 shares; 2025Q4: 12,344 shares; 2026Q1: 13,682 shares 13,682 $1.89M 0.07% +1,338 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: 7,491 shares; 2024Q4: 7,534 shares; 2025Q1: 7,569 shares; 2025Q2: 8,208 shares; 2025Q3: 9,775 shares; 2025Q4: 9,858 shares; 2026Q1: 9,968 shares 9,968 $1.89M 0.07% +110 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: 5,098 shares; 2024Q4: 4,770 shares; 2025Q1: 4,876 shares; 2025Q2: 3,501 shares; 2025Q3: 3,857 shares; 2025Q4: 3,947 shares; 2026Q1: 3,753 shares 3,753 $1.87M 0.07% -194 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: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,541 shares; 2025Q2: 4,797 shares; 2025Q3: 4,339 shares; 2025Q4: 4,331 shares; 2026Q1: 4,045 shares 4,045 $1.87M 0.07% -286 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,024 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 5,155 shares; 2026Q1: 5,189 shares 5,189 $1.85M 0.07% +34 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,934 shares; 2024Q4: 17,440 shares; 2025Q1: 30,524 shares; 2025Q2: 33,509 shares; 2025Q3: 22,119 shares; 2025Q4: 22,539 shares; 2026Q1: 22,174 shares 22,174 $1.84M 0.07% -365 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,379 shares; 2024Q4: 106,364 shares; 2025Q1: 90,079 shares; 2025Q2: 90,381 shares; 2025Q3: 92,869 shares; 2025Q4: 87,844 shares; 2026Q1: 73,437 shares 73,437 $1.83M 0.07% -14,407 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: 60,011 shares; 2024Q4: 69,549 shares; 2025Q1: 74,870 shares; 2025Q2: 63,465 shares; 2025Q3: 37,417 shares; 2025Q4: 30,245 shares; 2026Q1: 28,838 shares 28,838 $1.8M 0.06% -1,407 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,084 shares; 2024Q4: 16,059 shares; 2025Q1: 16,025 shares; 2025Q2: 15,917 shares; 2025Q3: 15,003 shares; 2025Q4: 15,018 shares; 2026Q1: 14,783 shares 14,783 $1.8M 0.06% -235 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,129 shares; 2024Q4: 72,908 shares; 2025Q1: 76,570 shares; 2025Q2: 85,586 shares; 2025Q3: 96,080 shares; 2025Q4: 99,746 shares; 2026Q1: 102,855 shares 102,855 $1.78M 0.06% +3,109 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,247 shares; 2025Q1: 4,105 shares; 2025Q2: 4,286 shares; 2025Q3: 5,141 shares; 2025Q4: 5,840 shares; 2026Q1: 6,271 shares 6,271 $1.78M 0.06% +431 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: 7,967 shares; 2024Q4: 8,159 shares; 2025Q1: 8,406 shares; 2025Q2: 8,506 shares; 2025Q3: 8,811 shares; 2025Q4: 8,885 shares; 2026Q1: 8,453 shares 8,453 $1.76M 0.06% -432 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,180 shares 33,180 $1.75M 0.06% new 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: 15,727 shares; 2024Q4: 16,050 shares; 2025Q1: 15,917 shares; 2025Q2: 16,439 shares; 2025Q3: 17,105 shares; 2025Q4: 19,077 shares; 2026Q1: 18,020 shares 18,020 $1.74M 0.06% -1,057 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: 12,147 shares; 2024Q4: 12,172 shares; 2025Q1: 12,030 shares; 2025Q2: 13,069 shares; 2025Q3: 13,217 shares; 2025Q4: 13,432 shares; 2026Q1: 13,282 shares 13,282 $1.74M 0.06% -150 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: 23,651 shares; 2024Q4: 26,056 shares; 2025Q1: 26,476 shares; 2025Q2: 28,660 shares; 2025Q3: 28,845 shares; 2025Q4: 29,484 shares; 2026Q1: 26,185 shares 26,185 $1.73M 0.06% -3,299 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: 33,396 shares; 2024Q4: 33,409 shares; 2025Q1: 33,393 shares; 2025Q2: 33,399 shares; 2025Q3: 33,405 shares; 2025Q4: 33,096 shares; 2026Q1: 36,522 shares 36,522 $1.71M 0.06% +3,426 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: 7,941 shares; 2024Q4: 8,320 shares; 2025Q1: 8,330 shares; 2025Q2: 7,820 shares; 2025Q3: 8,037 shares; 2025Q4: 7,649 shares; 2026Q1: 7,841 shares 7,841 $1.7M 0.06% +192 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: 2,679 shares; 2024Q4: 4,550 shares; 2025Q1: 3,928 shares; 2025Q2: 3,699 shares; 2025Q3: 3,866 shares; 2025Q4: 3,842 shares; 2026Q1: 5,021 shares 5,021 $1.7M 0.06% +1,179 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,180 shares 36,180 $1.68M 0.06% new Timeline JPEM 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: 25,525 shares; 2024Q4: 27,301 shares; 2025Q1: 24,213 shares; 2025Q2: 24,906 shares; 2025Q3: 25,356 shares; 2025Q4: 25,202 shares; 2026Q1: 26,939 shares 26,939 $1.67M 0.06% +1,737 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: 52,046 shares; 2024Q4: 60,537 shares; 2025Q1: 61,788 shares; 2025Q2: 69,212 shares; 2025Q3: 66,867 shares; 2025Q4: 63,429 shares; 2026Q1: 32,968 shares 32,968 $1.67M 0.06% -30,461 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 18,121 shares; 2025Q1: 16,043 shares; 2025Q2: 16,053 shares; 2025Q3: 26,005 shares; 2025Q4: 29,385 shares; 2026Q1: 26,587 shares 26,587 $1.67M 0.06% -2,798 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,337 shares; 2024Q4: 31,341 shares; 2025Q1: 24,121 shares; 2025Q2: 21,023 shares; 2025Q3: 30,556 shares; 2025Q4: 16,828 shares; 2026Q1: 25,773 shares 25,773 $1.66M 0.06% +8,945 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,959 shares; 2024Q4: 30,321 shares; 2025Q1: 30,715 shares; 2025Q2: 32,940 shares; 2025Q3: 34,942 shares; 2025Q4: 35,675 shares; 2026Q1: 35,344 shares 35,344 $1.65M 0.06% -331 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: 2,442 shares; 2024Q4: 2,371 shares; 2025Q1: 2,755 shares; 2025Q2: 2,729 shares; 2025Q3: 3,069 shares; 2025Q4: 3,206 shares; 2026Q1: 4,198 shares 4,198 $1.64M 0.06% +992 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: 6,557 shares; 2024Q4: 6,822 shares; 2025Q1: 6,863 shares; 2025Q2: 7,427 shares; 2025Q3: 7,582 shares; 2025Q4: 7,722 shares; 2026Q1: 6,643 shares 6,643 $1.61M 0.06% -1,079 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: 22,592 shares; 2024Q4: 22,787 shares; 2025Q1: 22,856 shares; 2025Q2: 21,990 shares; 2025Q3: 22,585 shares; 2025Q4: 23,453 shares; 2026Q1: 18,013 shares 18,013 $1.6M 0.06% -5,440 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,396 shares; 2025Q1: 7,473 shares; 2025Q2: 43,639 shares; 2025Q3: 22,965 shares; 2025Q4: 13,102 shares; 2026Q1: 11,843 shares 11,843 $1.59M 0.06% -1,259 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 26,214 shares; 2025Q1: 25,129 shares; 2025Q2: 20,204 shares; 2025Q3: 17,337 shares; 2025Q4: 17,494 shares; 2026Q1: 16,444 shares 16,444 $1.59M 0.06% -1,050 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: 3,402 shares; 2024Q4: 3,142 shares; 2025Q1: 2,872 shares; 2025Q2: 2,753 shares; 2025Q3: 2,699 shares; 2025Q4: 2,797 shares; 2026Q1: 2,560 shares 2,560 $1.58M 0.06% -237 Timeline RSPT 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: 65,610 shares; 2024Q4: 53,456 shares; 2025Q1: 50,453 shares; 2025Q2: 49,760 shares; 2025Q3: 47,748 shares; 2025Q4: 41,820 shares; 2026Q1: 34,704 shares 34,704 $1.57M 0.06% -7,116 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 18,466 shares; 2025Q1: 19,736 shares; 2025Q2: 21,558 shares; 2025Q3: 22,216 shares; 2025Q4: 22,852 shares; 2026Q1: 19,446 shares 19,446 $1.53M 0.05% -3,406 Timeline UITB 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: 22,451 shares; 2024Q4: 25,131 shares; 2025Q1: 25,271 shares; 2025Q2: 25,742 shares; 2025Q3: 27,233 shares; 2025Q4: 33,189 shares; 2026Q1: 32,539 shares 32,539 $1.53M 0.05% -650 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,575 shares; 2025Q1: 17,665 shares; 2025Q2: 17,666 shares; 2025Q3: 17,357 shares; 2025Q4: 15,713 shares; 2026Q1: 16,945 shares 16,945 $1.49M 0.05% +1,232 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,916 shares; 2024Q4: 18,522 shares; 2025Q1: 19,040 shares; 2025Q2: 19,252 shares; 2025Q3: 18,849 shares; 2025Q4: 16,762 shares; 2026Q1: 15,677 shares 15,677 $1.47M 0.05% -1,085 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,732 shares; 2025Q1: 3,725 shares; 2025Q2: 3,757 shares; 2025Q3: 3,218 shares; 2025Q4: 3,210 shares; 2026Q1: 2,977 shares 2,977 $1.46M 0.05% -233 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: 5,574 shares; 2024Q4: 6,105 shares; 2025Q1: 27,165 shares; 2025Q2: 47,628 shares; 2025Q3: 17,443 shares; 2025Q4: 18,007 shares; 2026Q1: 16,135 shares 16,135 $1.46M 0.05% -1,872 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,721 shares; 2024Q4: 35,940 shares; 2025Q1: 35,436 shares; 2025Q2: 37,025 shares; 2025Q3: 35,179 shares; 2025Q4: 34,559 shares; 2026Q1: 33,316 shares 33,316 $1.46M 0.05% -1,243 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: not reported; 2024Q4: 17,502 shares; 2025Q1: 33,974 shares; 2025Q2: 25,937 shares; 2025Q3: 28,869 shares; 2025Q4: 28,968 shares; 2026Q1: 15,734 shares 15,734 $1.46M 0.05% -13,234 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,212 shares; 2025Q1: 3,539 shares; 2025Q2: 3,705 shares; 2025Q3: 4,113 shares; 2025Q4: 4,099 shares; 2026Q1: 4,256 shares 4,256 $1.45M 0.05% +157 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: 9,294 shares; 2024Q4: 10,071 shares; 2025Q1: 9,966 shares; 2025Q2: 9,898 shares; 2025Q3: 9,594 shares; 2025Q4: 9,992 shares; 2026Q1: 9,442 shares 9,442 $1.43M 0.05% -550 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: 9,964 shares; 2024Q4: 10,772 shares; 2025Q1: 10,303 shares; 2025Q2: 10,587 shares; 2025Q3: 10,428 shares; 2025Q4: 11,437 shares; 2026Q1: 11,304 shares 11,304 $1.42M 0.05% -133 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 10,680 shares; 2025Q1: 10,685 shares; 2025Q2: 10,715 shares; 2025Q3: 13,939 shares; 2025Q4: 14,317 shares; 2026Q1: 10,367 shares 10,367 $1.41M 0.05% -3,950 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: 7,458 shares; 2024Q4: 6,731 shares; 2025Q1: 7,086 shares; 2025Q2: 7,713 shares; 2025Q3: 7,608 shares; 2025Q4: 7,828 shares; 2026Q1: 7,229 shares 7,229 $1.39M 0.05% -599 Timeline STOT 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: 53,990 shares; 2024Q4: 63,619 shares; 2025Q1: 63,725 shares; 2025Q2: 63,737 shares; 2025Q3: 61,802 shares; 2025Q4: 61,914 shares; 2026Q1: 29,588 shares 29,588 $1.39M 0.05% -32,326 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: 14,098 shares; 2024Q4: 13,923 shares; 2025Q1: 11,827 shares; 2025Q2: 11,962 shares; 2025Q3: 9,776 shares; 2025Q4: 9,260 shares; 2026Q1: 8,915 shares 8,915 $1.38M 0.05% -345 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: 6,172 shares; 2024Q4: 11,372 shares; 2025Q1: 9,793 shares; 2025Q2: 9,829 shares; 2025Q3: 9,569 shares; 2025Q4: 9,196 shares; 2026Q1: 8,522 shares 8,522 $1.37M 0.05% -674 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: 36,742 shares; 2024Q4: 37,089 shares; 2025Q1: 39,492 shares; 2025Q2: 36,616 shares; 2025Q3: 32,193 shares; 2025Q4: 31,933 shares; 2026Q1: 28,883 shares 28,883 $1.36M 0.05% -3,050 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: 71,460 shares; 2024Q4: 74,090 shares; 2025Q1: 76,412 shares; 2025Q2: 78,682 shares; 2025Q3: 82,620 shares; 2025Q4: 74,135 shares; 2026Q1: 25,767 shares 25,767 $1.35M 0.05% -48,368 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 14,758 shares; 2025Q1: 26,661 shares; 2025Q2: 28,192 shares; 2025Q3: 27,772 shares; 2025Q4: 25,487 shares; 2026Q1: 25,725 shares 25,725 $1.35M 0.05% +238 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,790 shares; 2025Q3: 49,087 shares; 2025Q4: 50,197 shares; 2026Q1: 26,993 shares 26,993 $1.35M 0.05% -23,204 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: 6,101 shares; 2024Q4: 5,148 shares; 2025Q1: 4,575 shares; 2025Q2: 4,771 shares; 2025Q3: 4,883 shares; 2025Q4: 4,110 shares; 2026Q1: 3,814 shares 3,814 $1.34M 0.05% -296 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: 23,578 shares; 2024Q4: 22,948 shares; 2025Q1: 30,213 shares; 2025Q2: 31,912 shares; 2025Q3: 32,571 shares; 2025Q4: 28,754 shares; 2026Q1: 26,549 shares 26,549 $1.33M 0.05% -2,205 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,988 shares; 2025Q1: 17,422 shares; 2025Q2: 19,623 shares; 2025Q3: 16,814 shares; 2025Q4: 17,938 shares; 2026Q1: 24,444 shares 24,444 $1.32M 0.05% +6,506 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: 8,087 shares; 2024Q4: 8,158 shares; 2025Q1: 8,547 shares; 2025Q2: 10,615 shares; 2025Q3: 11,559 shares; 2025Q4: 11,497 shares; 2026Q1: 12,719 shares 12,719 $1.32M 0.05% +1,222 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: 21,483 shares; 2026Q1: 29,432 shares 29,432 $1.31M 0.05% +7,949 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: 9,860 shares; 2024Q4: 8,467 shares; 2025Q1: 8,318 shares; 2025Q2: 7,934 shares; 2025Q3: 7,803 shares; 2025Q4: 6,259 shares; 2026Q1: 5,678 shares 5,678 $1.3M 0.05% -581 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: 3,566 shares; 2024Q4: 10,045 shares; 2025Q1: 6,730 shares; 2025Q2: 8,341 shares; 2025Q3: 8,738 shares; 2025Q4: 9,736 shares; 2026Q1: 9,147 shares 9,147 $1.3M 0.05% -589 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,363 shares; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 13,446 shares; 2026Q1: 12,902 shares 12,902 $1.3M 0.05% -544 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: 11,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,999 shares; 2025Q2: 12,841 shares; 2025Q3: 12,446 shares; 2025Q4: 12,344 shares; 2026Q1: 10,714 shares 10,714 $1.3M 0.05% -1,630 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: 5,829 shares; 2024Q4: 5,877 shares; 2025Q1: 5,167 shares; 2025Q2: 5,149 shares; 2025Q3: 5,147 shares; 2025Q4: 4,934 shares; 2026Q1: 4,242 shares 4,242 $1.28M 0.05% -692 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: 2,810 shares; 2024Q4: 2,723 shares; 2025Q1: 2,708 shares; 2025Q2: 2,805 shares; 2025Q3: 3,223 shares; 2025Q4: 3,177 shares; 2026Q1: 2,270 shares 2,270 $1.28M 0.05% -907 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 13,802 shares; 2025Q1: 20,105 shares; 2025Q2: 19,875 shares; 2025Q3: 19,875 shares; 2025Q4: 19,573 shares; 2026Q1: 23,860 shares 23,860 $1.27M 0.05% +4,287 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,815 shares; 2025Q1: 189,467 shares; 2025Q2: 254,037 shares; 2025Q3: 1,117,431 shares; 2025Q4: 387,222 shares; 2026Q1: 181,395 shares 181,395 $1.24M 0.04% -205,827 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,794 shares; 2024Q4: 11,797 shares; 2025Q1: 11,810 shares; 2025Q2: 12,685 shares; 2025Q3: 12,998 shares; 2025Q4: 13,201 shares; 2026Q1: 11,923 shares 11,923 $1.23M 0.04% -1,278 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 10,753 shares; 2025Q1: 18,461 shares; 2025Q2: 18,644 shares; 2025Q3: 18,709 shares; 2025Q4: 18,528 shares; 2026Q1: 36,575 shares 36,575 $1.22M 0.04% +18,047 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: 13,195 shares; 2024Q4: 13,168 shares; 2025Q1: 12,136 shares; 2025Q2: 10,125 shares; 2025Q3: 11,404 shares; 2025Q4: 11,040 shares; 2026Q1: 9,888 shares 9,888 $1.2M 0.04% -1,152 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: 51,983 shares; 2024Q4: 46,915 shares; 2025Q1: 47,522 shares; 2025Q2: 51,069 shares; 2025Q3: 47,184 shares; 2025Q4: 56,478 shares; 2026Q1: 42,657 shares 42,657 $1.2M 0.04% -13,821 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,766 shares; 2025Q1: 123,760 shares; 2025Q2: 104,723 shares; 2025Q3: 88,391 shares; 2025Q4: 82,796 shares; 2026Q1: 97,371 shares 97,371 $1.19M 0.04% +14,575 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,739 shares; 2025Q1: 4,933 shares; 2025Q2: 4,887 shares; 2025Q3: 5,199 shares; 2025Q4: 4,950 shares; 2026Q1: 4,909 shares 4,909 $1.19M 0.04% -41 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 3,792 shares 3,792 $1.18M 0.04% +3,101 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: 2,392 shares; 2024Q4: 2,131 shares; 2025Q1: 2,395 shares; 2025Q2: 2,617 shares; 2025Q3: 2,697 shares; 2025Q4: 3,023 shares; 2026Q1: 2,999 shares 2,999 $1.15M 0.04% -24 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,618 shares; 2025Q1: 4,579 shares; 2025Q2: 7,850 shares; 2025Q3: 10,487 shares; 2025Q4: 10,421 shares; 2026Q1: 12,525 shares 12,525 $1.14M 0.04% +2,104 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,852 shares; 2025Q1: 34,447 shares; 2025Q2: 36,607 shares; 2025Q3: 36,607 shares; 2025Q4: 34,938 shares; 2026Q1: 33,842 shares 33,842 $1.13M 0.04% -1,096 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 12,989 shares; 2025Q1: 13,088 shares; 2025Q2: 13,671 shares; 2025Q3: 13,652 shares; 2025Q4: 12,925 shares; 2026Q1: 12,458 shares 12,458 $1.13M 0.04% -467 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 16,558 shares; 2025Q1: 17,353 shares; 2025Q2: 19,200 shares; 2025Q3: 19,691 shares; 2025Q4: 18,790 shares; 2026Q1: 16,875 shares 16,875 $1.1M 0.04% -1,915 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: 10,511 shares; 2024Q4: 10,798 shares; 2025Q1: 11,130 shares; 2025Q2: 10,676 shares; 2025Q3: 10,658 shares; 2025Q4: 10,460 shares; 2026Q1: 7,389 shares 7,389 $1.09M 0.04% -3,071 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: 37,049 shares; 2024Q4: 38,063 shares; 2025Q1: 35,202 shares; 2025Q2: 36,092 shares; 2025Q3: 42,974 shares; 2025Q4: 41,224 shares; 2026Q1: 35,850 shares 35,850 $1.09M 0.04% -5,374 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 25,533 shares; 2025Q1: 24,176 shares; 2025Q2: 24,176 shares; 2025Q3: 24,560 shares; 2025Q4: 23,667 shares; 2026Q1: 22,327 shares 22,327 $1.08M 0.04% -1,340 Timeline VPU 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: 2,224 shares; 2024Q4: 2,230 shares; 2025Q1: 2,382 shares; 2025Q2: 6,691 shares; 2025Q3: 2,232 shares; 2025Q4: 4,510 shares; 2026Q1: 5,412 shares 5,412 $1.07M 0.04% +902 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: 2,431 shares; 2024Q4: 2,685 shares; 2025Q1: 2,555 shares; 2025Q2: 2,605 shares; 2025Q3: 2,443 shares; 2025Q4: 2,246 shares; 2026Q1: 1,759 shares 1,759 $1.06M 0.04% -487 Timeline RSPF 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: 27,133 shares; 2024Q4: 23,033 shares; 2025Q1: 19,937 shares; 2025Q2: 19,637 shares; 2025Q3: 18,908 shares; 2025Q4: 17,815 shares; 2026Q1: 14,866 shares 14,866 $1.06M 0.04% -2,949 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 25,601 shares; 2025Q1: 25,142 shares; 2025Q2: 28,459 shares; 2025Q3: 30,509 shares; 2025Q4: 27,260 shares; 2026Q1: 27,231 shares 27,231 $1.06M 0.04% -29 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: 7,988 shares; 2024Q4: 7,901 shares; 2025Q1: 7,160 shares; 2025Q2: 7,318 shares; 2025Q3: 7,173 shares; 2025Q4: 7,071 shares; 2026Q1: 6,220 shares 6,220 $1.05M 0.04% -851 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: 2,863 shares; 2024Q4: 2,742 shares; 2025Q1: 2,822 shares; 2025Q2: 3,298 shares; 2025Q3: 3,374 shares; 2025Q4: 3,090 shares; 2026Q1: 3,442 shares 3,442 $1.03M 0.04% +352 Timeline QTAP 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: 7,072 shares; 2025Q3: 19,956 shares; 2025Q4: 23,097 shares; 2026Q1: 22,512 shares 22,512 $1.02M 0.04% -585 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 12,692 shares; 2025Q1: 18,697 shares; 2025Q2: 11,521 shares; 2025Q3: 21,765 shares; 2025Q4: 21,799 shares; 2026Q1: 21,319 shares 21,319 $1.01M 0.04% -480 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,334 shares; 2026Q1: 8,828 shares 8,828 $1.01M 0.04% -506 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,063 shares 27,063 $1.01M 0.04% new 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: 8,630 shares; 2024Q4: 8,853 shares; 2025Q1: 12,737 shares; 2025Q2: 12,892 shares; 2025Q3: 18,586 shares; 2025Q4: 9,353 shares; 2026Q1: 9,061 shares 9,061 $1M 0.04% -292 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: 15,214 shares; 2024Q4: 14,788 shares; 2025Q1: 17,733 shares; 2025Q2: 16,649 shares; 2025Q3: 17,243 shares; 2025Q4: 16,957 shares; 2026Q1: 14,863 shares 14,863 $1M 0.04% -2,094 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 6,079 shares; 2025Q1: 6,161 shares; 2025Q2: 6,183 shares; 2025Q3: 6,192 shares; 2025Q4: 6,194 shares; 2026Q1: 5,794 shares 5,794 $1M 0.04% -400 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: 3,390 shares; 2024Q4: 3,379 shares; 2025Q1: 3,553 shares; 2025Q2: 3,395 shares; 2025Q3: 3,385 shares; 2025Q4: 3,066 shares; 2026Q1: 3,076 shares 3,076 $986K 0.04% +10 Timeline FNDE 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: 22,967 shares; 2024Q4: 22,205 shares; 2025Q1: 23,774 shares; 2025Q2: 23,914 shares; 2025Q3: 24,258 shares; 2025Q4: 25,345 shares; 2026Q1: 25,677 shares 25,677 $982K 0.04% +332 Timeline NANR 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: 6,507 shares; 2024Q4: 12,728 shares; 2025Q1: 13,589 shares; 2025Q2: 11,180 shares; 2025Q3: 10,175 shares; 2025Q4: 11,276 shares; 2026Q1: 11,654 shares 11,654 $979K 0.04% +378 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 774 shares; 2025Q2: 733 shares; 2025Q3: 821 shares; 2025Q4: 1,028 shares; 2026Q1: 1,111 shares 1,111 $970K 0.03% +83 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: 37,784 shares; 2024Q4: 33,015 shares; 2025Q1: 28,921 shares; 2025Q2: 18,581 shares; 2025Q3: 18,543 shares; 2025Q4: 18,818 shares; 2026Q1: 19,116 shares 19,116 $955K 0.03% +298 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: 272 shares; 2024Q4: 280 shares; 2025Q1: 302 shares; 2025Q2: 377 shares; 2025Q3: 445 shares; 2025Q4: 613 shares; 2026Q1: 547 shares 547 $946K 0.03% -66 Timeline FLBL 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: 8,377 shares; 2024Q4: 21,861 shares; 2025Q1: 25,884 shares; 2025Q2: 29,100 shares; 2025Q3: 32,794 shares; 2025Q4: 35,165 shares; 2026Q1: 40,537 shares 40,537 $932K 0.03% +5,372 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,495 shares; 2025Q3: 16,003 shares; 2025Q4: 17,703 shares; 2026Q1: 19,657 shares 19,657 $931K 0.03% +1,954 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,532 shares; 2025Q1: 9,135 shares; 2025Q2: 10,703 shares; 2025Q3: 11,523 shares; 2025Q4: 12,331 shares; 2026Q1: 22,382 shares 22,382 $927K 0.03% +10,051 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,853 shares; 2025Q1: 10,866 shares; 2025Q2: 10,880 shares; 2025Q3: 10,896 shares; 2025Q4: 10,911 shares; 2026Q1: 9,981 shares 9,981 $926K 0.03% -930 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,065 shares; 2024Q4: 42,061 shares; 2025Q1: 41,983 shares; 2025Q2: 42,517 shares; 2025Q3: 41,300 shares; 2025Q4: 41,609 shares; 2026Q1: 20,738 shares 20,738 $919K 0.03% -20,871 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,768 shares; 2025Q1: 10,657 shares; 2025Q2: 13,423 shares; 2025Q3: 14,561 shares; 2025Q4: 15,357 shares; 2026Q1: 14,876 shares 14,876 $910K 0.03% -481 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,947 shares; 2025Q3: 17,947 shares; 2025Q4: 17,946 shares; 2026Q1: 17,206 shares 17,206 $908K 0.03% -740 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 17,288 shares; 2025Q1: 16,688 shares; 2025Q2: 17,548 shares; 2025Q3: 17,769 shares; 2025Q4: 17,337 shares; 2026Q1: 17,178 shares 17,178 $903K 0.03% -159 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 16,885 shares; 2025Q1: 16,881 shares; 2025Q2: 14,343 shares; 2025Q3: 15,786 shares; 2025Q4: 16,973 shares; 2026Q1: 16,999 shares 16,999 $901K 0.03% +26 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,726 shares; 2024Q4: 25,726 shares; 2025Q1: 25,726 shares; 2025Q2: 30,793 shares; 2025Q3: 30,576 shares; 2025Q4: 30,576 shares; 2026Q1: 28,536 shares 28,536 $901K 0.03% -2,040 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 10,779 shares; 2025Q1: 10,552 shares; 2025Q2: 10,734 shares; 2025Q3: 10,934 shares; 2025Q4: 10,059 shares; 2026Q1: 9,326 shares 9,326 $899K 0.03% -733 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: 7,991 shares; 2024Q4: 7,966 shares; 2025Q1: 6,851 shares; 2025Q2: 6,595 shares; 2025Q3: 6,837 shares; 2025Q4: 6,275 shares; 2026Q1: 5,529 shares 5,529 $894K 0.03% -746 Timeline PJUN 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: 22,310 shares; 2024Q4: 22,310 shares; 2025Q1: 20,882 shares; 2025Q2: 21,770 shares; 2025Q3: 21,770 shares; 2025Q4: 21,605 shares; 2026Q1: 21,305 shares 21,305 $891K 0.03% -300 Timeline PDP 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: 7,511 shares; 2024Q4: 7,362 shares; 2025Q1: 7,289 shares; 2025Q2: 7,418 shares; 2025Q3: 7,415 shares; 2025Q4: 7,404 shares; 2026Q1: 7,340 shares 7,340 $886K 0.03% -64 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: 4,539 shares; 2024Q4: 4,731 shares; 2025Q1: 4,673 shares; 2025Q2: 5,037 shares; 2025Q3: 5,247 shares; 2025Q4: 8,191 shares; 2026Q1: 9,007 shares 9,007 $886K 0.03% +816 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 8,910 shares; 2025Q1: 8,393 shares; 2025Q2: 8,368 shares; 2025Q3: 8,269 shares; 2025Q4: 8,729 shares; 2026Q1: 8,116 shares 8,116 $885K 0.03% -613 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 1,638 shares; 2025Q1: 1,744 shares; 2025Q2: 1,873 shares; 2025Q3: 1,965 shares; 2025Q4: 2,169 shares; 2026Q1: 2,468 shares 2,468 $883K 0.03% +299 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,492 shares; 2024Q4: 23,780 shares; 2025Q1: 23,620 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares; 2025Q4: 19,488 shares; 2026Q1: 19,064 shares 19,064 $879K 0.03% -424 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: 24,687 shares; 2024Q4: 25,158 shares; 2025Q1: 24,628 shares; 2025Q2: 27,665 shares; 2025Q3: 29,740 shares; 2025Q4: 30,588 shares; 2026Q1: 30,345 shares 30,345 $871K 0.03% -243 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 12,102 shares; 2026Q1: 19,449 shares 19,449 $865K 0.03% +7,347 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: 6,181 shares; 2024Q4: 5,391 shares; 2025Q1: 4,930 shares; 2025Q2: 4,776 shares; 2025Q3: 5,466 shares; 2025Q4: 5,986 shares; 2026Q1: 15,159 shares 15,159 $861K 0.03% +9,173 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: 7,605 shares; 2024Q4: 8,826 shares; 2025Q1: 9,077 shares; 2025Q2: 9,357 shares; 2025Q3: 9,636 shares; 2025Q4: 9,432 shares; 2026Q1: 9,228 shares 9,228 $857K 0.03% -204 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 2,428 shares; 2025Q3: 2,555 shares; 2025Q4: 2,345 shares; 2026Q1: 5,892 shares 5,892 $854K 0.03% +3,547 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 20,293 shares; 2025Q1: 19,990 shares; 2025Q2: 18,163 shares; 2025Q3: 20,496 shares; 2025Q4: 19,989 shares; 2026Q1: 19,989 shares 19,989 $854K 0.03% 0 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: 167 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 181 shares; 2025Q3: 192 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $851K 0.03% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,261 shares; 2024Q4: 29,261 shares; 2025Q1: 24,143 shares; 2025Q2: 25,014 shares; 2025Q3: 25,014 shares; 2025Q4: 25,014 shares; 2026Q1: 23,888 shares 23,888 $845K 0.03% -1,126 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,063 shares; 2025Q1: 4,321 shares; 2025Q2: 4,314 shares; 2025Q3: 4,199 shares; 2025Q4: 3,919 shares; 2026Q1: 3,525 shares 3,525 $844K 0.03% -394 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,051 shares; 2025Q3: 40,303 shares; 2025Q4: 30,984 shares; 2026Q1: 33,286 shares 33,286 $836K 0.03% +2,302 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,821 shares; 2024Q4: 60,896 shares; 2025Q1: 59,356 shares; 2025Q2: 39,102 shares; 2025Q3: 38,770 shares; 2025Q4: 26,715 shares; 2026Q1: 25,811 shares 25,811 $830K 0.03% -904 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: 4,788 shares; 2024Q4: 5,152 shares; 2025Q1: 5,264 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,911 shares; 2026Q1: 5,001 shares 5,001 $827K 0.03% -910 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,754 shares; 2024Q4: 19,891 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares; 2025Q4: 19,198 shares; 2026Q1: 19,062 shares 19,062 $822K 0.03% -136 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: 13,431 shares; 2024Q4: 13,257 shares; 2025Q1: 13,276 shares; 2025Q2: 13,268 shares; 2025Q3: 12,600 shares; 2025Q4: 11,298 shares; 2026Q1: 11,681 shares 11,681 $820K 0.03% +383 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,292 shares; 2025Q1: 19,536 shares; 2025Q2: 19,808 shares; 2025Q3: 21,247 shares; 2025Q4: 22,351 shares; 2026Q1: 22,438 shares 22,438 $813K 0.03% +87 Timeline PSEP 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: 23,232 shares; 2024Q4: 21,944 shares; 2025Q1: 21,295 shares; 2025Q2: 20,021 shares; 2025Q3: 18,856 shares; 2025Q4: 18,773 shares; 2026Q1: 18,773 shares 18,773 $808K 0.03% 0 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: 4,707 shares; 2024Q4: 4,435 shares; 2025Q1: 4,234 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,236 shares; 2026Q1: 3,882 shares 3,882 $799K 0.03% -354 Timeline HYEM 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: 38,139 shares; 2025Q4: 39,729 shares; 2026Q1: 40,202 shares 40,202 $793K 0.03% +473 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,128 shares; 2024Q4: 15,955 shares; 2025Q1: 19,591 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares; 2026Q1: 19,769 shares 19,769 $793K 0.03% +3,632 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: 4,012 shares; 2024Q4: 4,046 shares; 2025Q1: 4,123 shares; 2025Q2: 3,970 shares; 2025Q3: 3,887 shares; 2025Q4: 4,339 shares; 2026Q1: 4,036 shares 4,036 $784K 0.03% -303 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: 4,547 shares; 2024Q4: 6,278 shares; 2025Q1: 5,970 shares; 2025Q2: 6,097 shares; 2025Q3: 7,318 shares; 2025Q4: 7,488 shares; 2026Q1: 6,084 shares 6,084 $783K 0.03% -1,404 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 808 shares; 2026Q1: 873 shares 873 $781K 0.03% +65 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,430 shares; 2024Q4: 53,728 shares; 2025Q1: 52,963 shares; 2025Q2: 55,069 shares; 2025Q3: 54,857 shares; 2025Q4: 55,863 shares; 2026Q1: 56,579 shares 56,579 $773K 0.03% +716 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,950 shares; 2025Q1: 2,956 shares; 2025Q2: 2,666 shares; 2025Q3: 2,649 shares; 2025Q4: 2,802 shares; 2026Q1: 2,459 shares 2,459 $772K 0.03% -343 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: 2,306 shares; 2024Q4: 9,149 shares; 2025Q1: 1,991 shares; 2025Q2: 1,903 shares; 2025Q3: 1,960 shares; 2025Q4: 2,459 shares; 2026Q1: 2,097 shares 2,097 $771K 0.03% -362 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: 18,061 shares; 2024Q4: 10,964 shares; 2025Q1: 11,081 shares; 2025Q2: 11,438 shares; 2025Q3: 10,958 shares; 2025Q4: 10,241 shares; 2026Q1: 10,705 shares 10,705 $769K 0.03% +464 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 11,954 shares; 2025Q1: 11,931 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares; 2025Q4: 13,609 shares; 2026Q1: 13,582 shares 13,582 $766K 0.03% -27 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,867 shares; 2025Q1: 45,099 shares; 2025Q2: 55,205 shares; 2025Q3: 61,220 shares; 2025Q4: 68,967 shares; 2026Q1: 69,299 shares 69,299 $764K 0.03% +332 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,434 shares; 2025Q1: 3,158 shares; 2025Q2: 2,577 shares; 2025Q3: 8,112 shares; 2025Q4: 2,710 shares; 2026Q1: 2,974 shares 2,974 $755K 0.03% +264 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 24,344 shares; 2025Q1: 21,451 shares; 2025Q2: 18,978 shares; 2025Q3: 18,978 shares; 2025Q4: 18,850 shares; 2026Q1: 18,850 shares 18,850 $753K 0.03% 0 Timeline FSMD 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: 5,977 shares; 2025Q3: 11,239 shares; 2025Q4: 15,364 shares; 2026Q1: 16,832 shares 16,832 $753K 0.03% +1,468 Timeline NJUL 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: 11,000 shares; 2024Q4: 10,324 shares; 2025Q1: 10,199 shares; 2025Q2: 8,738 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares; 2026Q1: 10,531 shares 10,531 $752K 0.03% -17 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,044 shares; 2025Q1: 6,987 shares; 2025Q2: 7,689 shares; 2025Q3: 7,530 shares; 2025Q4: 7,984 shares; 2026Q1: 7,655 shares 7,655 $748K 0.03% -329 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: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,493 shares; 2025Q2: 17,368 shares; 2025Q3: 14,927 shares; 2025Q4: 13,066 shares; 2026Q1: 13,389 shares 13,389 $747K 0.03% +323 Timeline BJAN 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: 12,404 shares; 2024Q4: 12,338 shares; 2025Q1: 15,666 shares; 2025Q2: 15,638 shares; 2025Q3: 15,638 shares; 2025Q4: 15,632 shares; 2026Q1: 13,929 shares 13,929 $743K 0.03% -1,703 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 2,694 shares; 2026Q1: 4,306 shares 4,306 $741K 0.03% +1,612 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: 15,393 shares; 2025Q1: 17,233 shares; 2025Q2: 18,019 shares; 2025Q3: 16,150 shares; 2025Q4: 14,622 shares; 2026Q1: 12,771 shares 12,771 $740K 0.03% -1,851 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,412 shares; 2025Q1: 2,368 shares; 2025Q2: 3,377 shares; 2025Q3: 3,386 shares; 2025Q4: 3,396 shares; 2026Q1: 2,806 shares 2,806 $735K 0.03% -590 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 24,469 shares 24,469 $733K 0.03% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 20,182 shares; 2025Q1: 18,940 shares; 2025Q2: 15,947 shares; 2025Q3: 14,710 shares; 2025Q4: 15,932 shares; 2026Q1: 20,588 shares 20,588 $730K 0.03% +4,656 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,498 shares; 2024Q4: 9,554 shares; 2025Q1: 9,572 shares; 2025Q2: 9,333 shares; 2025Q3: 8,993 shares; 2025Q4: 8,400 shares; 2026Q1: 8,070 shares 8,070 $723K 0.03% -330 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 6,491 shares; 2025Q1: 6,680 shares; 2025Q2: 6,917 shares; 2025Q3: 7,102 shares; 2025Q4: 7,499 shares; 2026Q1: 7,148 shares 7,148 $719K 0.03% -351 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,787 shares; 2025Q1: 6,848 shares; 2025Q2: 7,426 shares; 2025Q3: 8,742 shares; 2025Q4: 8,363 shares; 2026Q1: 7,339 shares 7,339 $719K 0.03% -1,024 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: 8,177 shares; 2024Q4: 30,246 shares; 2025Q1: 8,960 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares; 2025Q4: 7,169 shares; 2026Q1: 7,460 shares 7,460 $716K 0.03% +291 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,543 shares 8,543 $707K 0.03% new 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: 8,445 shares; 2024Q4: 8,667 shares; 2025Q1: 8,566 shares; 2025Q2: 8,546 shares; 2025Q3: 8,642 shares; 2025Q4: 8,238 shares; 2026Q1: 6,671 shares 6,671 $707K 0.03% -1,567 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,870 shares; 2025Q1: 3,837 shares; 2025Q2: 3,773 shares; 2025Q3: 3,777 shares; 2025Q4: 3,530 shares; 2026Q1: 3,448 shares 3,448 $706K 0.03% -82 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,574 shares; 2025Q1: 4,417 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,422 shares; 2026Q1: 3,875 shares 3,875 $706K 0.03% -547 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 2,465 shares; 2025Q1: 2,432 shares; 2025Q2: 2,479 shares; 2025Q3: 2,637 shares; 2025Q4: 4,011 shares; 2026Q1: 4,646 shares 4,646 $703K 0.03% +635 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: 24,091 shares; 2024Q4: 26,791 shares; 2025Q1: 28,186 shares; 2025Q2: 21,592 shares; 2025Q3: 16,605 shares; 2025Q4: 16,496 shares; 2026Q1: 15,357 shares 15,357 $699K 0.03% -1,139 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 5,320 shares; 2025Q1: 5,250 shares; 2025Q2: 5,927 shares; 2025Q3: 5,914 shares; 2025Q4: 5,965 shares; 2026Q1: 6,034 shares 6,034 $699K 0.03% +69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,189 shares; 2025Q1: 2,082 shares; 2025Q2: 2,224 shares; 2025Q3: 2,217 shares; 2025Q4: 1,954 shares; 2026Q1: 1,944 shares 1,944 $695K 0.02% -10 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: 5,405 shares; 2024Q4: 5,409 shares; 2025Q1: 5,407 shares; 2025Q2: 5,366 shares; 2025Q3: 5,359 shares; 2025Q4: 5,368 shares; 2026Q1: 4,962 shares 4,962 $673K 0.02% -406 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 504 shares; 2025Q1: 519 shares; 2025Q2: 8,065 shares; 2025Q3: 7,379 shares; 2025Q4: 7,267 shares; 2026Q1: 7,267 shares 7,267 $671K 0.02% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 11,563 shares; 2025Q1: 10,550 shares; 2025Q2: 11,054 shares; 2025Q3: 9,633 shares; 2025Q4: 5,294 shares; 2026Q1: 9,348 shares 9,348 $669K 0.02% +4,054 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 10,160 shares; 2025Q1: 11,276 shares; 2025Q2: 13,141 shares; 2025Q3: 13,757 shares; 2025Q4: 13,957 shares; 2026Q1: 13,424 shares 13,424 $668K 0.02% -533 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,428 shares 25,428 $666K 0.02% new 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: 2,043 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,149 shares; 2025Q3: 2,312 shares; 2025Q4: 2,313 shares; 2026Q1: 2,314 shares 2,314 $664K 0.02% +1 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 18,825 shares; 2025Q1: 19,329 shares; 2025Q2: 19,432 shares; 2025Q3: 19,701 shares; 2025Q4: 19,644 shares; 2026Q1: 18,142 shares 18,142 $659K 0.02% -1,502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,625 shares; 2026Q1: 11,936 shares 11,936 $659K 0.02% +311 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 12,025 shares; 2025Q1: 12,413 shares; 2025Q2: 12,218 shares; 2025Q3: 12,775 shares; 2025Q4: 10,397 shares; 2026Q1: 10,533 shares 10,533 $658K 0.02% +136 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,719 shares; 2025Q1: 11,368 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 13,175 shares; 2026Q1: 12,877 shares 12,877 $653K 0.02% -298 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 16,661 shares; 2025Q1: 17,861 shares; 2025Q2: 13,861 shares; 2025Q3: 18,875 shares; 2025Q4: 18,644 shares; 2026Q1: 16,612 shares 16,612 $652K 0.02% -2,032 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,008 shares 2,008 $646K 0.02% -12 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,997 shares; 2024Q4: 78,586 shares; 2025Q1: 74,377 shares; 2025Q2: 63,901 shares; 2025Q3: 59,885 shares; 2025Q4: 59,092 shares; 2026Q1: 55,697 shares 55,697 $643K 0.02% -3,395 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 183,858 shares; 2025Q1: 241,731 shares; 2025Q2: 30,533 shares; 2025Q3: 14,538 shares; 2025Q4: 14,016 shares; 2026Q1: 13,005 shares 13,005 $642K 0.02% -1,011 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,184 shares; 2025Q1: 2,661 shares; 2025Q2: 2,603 shares; 2025Q3: 2,686 shares; 2025Q4: 6,259 shares; 2026Q1: 6,563 shares 6,563 $642K 0.02% +304 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: 1,273 shares; 2024Q4: 1,491 shares; 2025Q1: 1,349 shares; 2025Q2: 1,471 shares; 2025Q3: 1,485 shares; 2025Q4: 1,425 shares; 2026Q1: 1,381 shares 1,381 $637K 0.02% -44 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,967 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,789 shares; 2025Q4: 1,790 shares; 2026Q1: 1,774 shares 1,774 $637K 0.02% -16 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,167 shares; 2025Q1: 2,196 shares; 2025Q2: 2,255 shares; 2025Q3: 2,061 shares; 2025Q4: 2,045 shares; 2026Q1: 1,470 shares 1,470 $636K 0.02% -575 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 9,008 shares; 2025Q1: 9,850 shares; 2025Q2: 10,623 shares; 2025Q3: 10,453 shares; 2025Q4: 10,883 shares; 2026Q1: 6,747 shares 6,747 $634K 0.02% -4,136 Timeline BST 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: 12,688 shares; 2024Q4: 14,012 shares; 2025Q1: 14,422 shares; 2025Q2: 15,773 shares; 2025Q3: 15,792 shares; 2025Q4: 17,467 shares; 2026Q1: 17,435 shares 17,435 $634K 0.02% -32 Timeline SCHH 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: 37,056 shares; 2024Q4: 35,747 shares; 2025Q1: 34,861 shares; 2025Q2: 33,164 shares; 2025Q3: 32,236 shares; 2025Q4: 30,933 shares; 2026Q1: 29,169 shares 29,169 $627K 0.02% -1,764 Timeline BJUN 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: 13,891 shares; 2024Q4: 13,711 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares; 2026Q1: 13,526 shares 13,526 $626K 0.02% 0 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: 20,228 shares; 2024Q4: 19,625 shares; 2025Q1: 20,679 shares; 2025Q2: 20,788 shares; 2025Q3: 20,030 shares; 2025Q4: 24,216 shares; 2026Q1: 21,418 shares 21,418 $621K 0.02% -2,798 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 22,155 shares; 2025Q1: 22,936 shares; 2025Q2: 26,847 shares; 2025Q3: 26,493 shares; 2025Q4: 25,468 shares; 2026Q1: 19,105 shares 19,105 $620K 0.02% -6,363 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,477 shares; 2024Q4: 63,970 shares; 2025Q1: 55,292 shares; 2025Q2: 51,730 shares; 2025Q3: 46,376 shares; 2025Q4: 43,328 shares; 2026Q1: 40,981 shares 40,981 $610K 0.02% -2,347 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: 1,600 shares; 2024Q4: 1,602 shares; 2025Q1: 1,981 shares; 2025Q2: 2,143 shares; 2025Q3: 2,146 shares; 2025Q4: 2,171 shares; 2026Q1: 2,283 shares 2,283 $609K 0.02% +112 Timeline GDXJ 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: 4,150 shares; 2024Q4: not reported; 2025Q1: 4,204 shares; 2025Q2: 4,784 shares; 2025Q3: 5,830 shares; 2025Q4: 4,857 shares; 2026Q1: 5,043 shares 5,043 $605K 0.02% +186 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: 6,308 shares; 2024Q4: 7,209 shares; 2025Q1: 8,929 shares; 2025Q2: 11,841 shares; 2025Q3: 14,193 shares; 2025Q4: 13,332 shares; 2026Q1: 11,877 shares 11,877 $605K 0.02% -1,455 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 11,656 shares; 2025Q1: 11,528 shares; 2025Q2: 11,536 shares; 2025Q3: 11,616 shares; 2025Q4: 11,649 shares; 2026Q1: 11,585 shares 11,585 $605K 0.02% -64 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,291 shares; 2024Q4: 25,986 shares; 2025Q1: 8,822 shares; 2025Q2: 9,889 shares; 2025Q3: 7,976 shares; 2025Q4: 5,921 shares; 2026Q1: 6,909 shares 6,909 $599K 0.02% +988 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,508 shares; 2024Q4: 15,837 shares; 2025Q1: 15,685 shares; 2025Q2: 15,569 shares; 2025Q3: 15,557 shares; 2025Q4: 15,851 shares; 2026Q1: 14,762 shares 14,762 $592K 0.02% -1,089 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,649 shares; 2025Q1: 27,649 shares; 2025Q2: 26,548 shares; 2025Q3: 14,910 shares; 2025Q4: 11,597 shares; 2026Q1: 10,548 shares 10,548 $589K 0.02% -1,049 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: 5,313 shares; 2024Q4: 5,570 shares; 2025Q1: 4,803 shares; 2025Q2: 5,226 shares; 2025Q3: 4,817 shares; 2025Q4: 5,158 shares; 2026Q1: 5,074 shares 5,074 $583K 0.02% -84 Timeline ESGV 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: 2,953 shares; 2024Q4: 3,022 shares; 2025Q1: 4,139 shares; 2025Q2: 4,143 shares; 2025Q3: 5,727 shares; 2025Q4: 5,691 shares; 2026Q1: 5,182 shares 5,182 $582K 0.02% -509 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: 4,547 shares; 2024Q4: 4,842 shares; 2025Q1: 4,845 shares; 2025Q2: 5,093 shares; 2025Q3: 5,013 shares; 2025Q4: 5,003 shares; 2026Q1: 4,427 shares 4,427 $580K 0.02% -576 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 13,592 shares; 2025Q1: 13,529 shares; 2025Q2: 13,367 shares; 2025Q3: 14,576 shares; 2025Q4: 14,511 shares; 2026Q1: 12,558 shares 12,558 $577K 0.02% -1,953 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 49,247 shares; 2025Q3: 73,530 shares; 2025Q4: 73,530 shares; 2026Q1: 90,380 shares 90,380 $576K 0.02% +16,850 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,043 shares; 2025Q1: 6,519 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,676 shares; 2026Q1: 5,837 shares 5,837 $575K 0.02% +161 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 11,980 shares; 2025Q1: 9,813 shares; 2025Q2: 9,418 shares; 2025Q3: 10,182 shares; 2025Q4: 9,910 shares; 2026Q1: 8,791 shares 8,791 $574K 0.02% -1,119 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,925 shares; 2026Q1: 13,502 shares 13,502 $573K 0.02% +2,577 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: 2,067 shares; 2024Q4: 4,134 shares; 2025Q1: 4,352 shares; 2025Q2: 4,615 shares; 2025Q3: 4,644 shares; 2025Q4: 4,908 shares; 2026Q1: 5,083 shares 5,083 $571K 0.02% +175 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: 7,544 shares; 2024Q4: 8,575 shares; 2025Q1: 8,829 shares; 2025Q2: 9,153 shares; 2025Q3: 8,874 shares; 2025Q4: 8,390 shares; 2026Q1: 4,547 shares 4,547 $570K 0.02% -3,843 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: 5,294 shares; 2024Q4: 5,070 shares; 2025Q1: 5,217 shares; 2025Q2: 5,445 shares; 2025Q3: 5,648 shares; 2025Q4: 5,497 shares; 2026Q1: 4,319 shares 4,319 $570K 0.02% -1,178 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,630 shares; 2025Q1: 1,566 shares; 2025Q2: 1,551 shares; 2025Q3: 1,553 shares; 2025Q4: 1,400 shares; 2026Q1: 2,533 shares 2,533 $569K 0.02% +1,133 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,035 shares; 2025Q1: 8,026 shares; 2025Q2: 8,097 shares; 2025Q3: 8,075 shares; 2025Q4: 7,802 shares; 2026Q1: 7,077 shares 7,077 $563K 0.02% -725 Timeline FIDU 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: not reported; 2026Q1: 6,457 shares 6,457 $559K 0.02% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,449 shares; 2025Q1: 10,265 shares; 2025Q2: 10,882 shares; 2025Q3: 12,865 shares; 2025Q4: 13,119 shares; 2026Q1: 14,170 shares 14,170 $557K 0.02% +1,051 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,698 shares; 2025Q1: 8,456 shares; 2025Q2: 8,873 shares; 2025Q3: 8,835 shares; 2025Q4: 10,143 shares; 2026Q1: 8,118 shares 8,118 $556K 0.02% -2,025 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,912 shares; 2025Q1: 11,879 shares; 2025Q2: 13,535 shares; 2025Q3: 13,535 shares; 2025Q4: 15,579 shares; 2026Q1: 14,416 shares 14,416 $555K 0.02% -1,163 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: 13,330 shares; 2024Q4: 12,519 shares; 2025Q1: 12,344 shares; 2025Q2: 12,522 shares; 2025Q3: 12,459 shares; 2025Q4: 12,348 shares; 2026Q1: 12,071 shares 12,071 $553K 0.02% -277 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,089 shares; 2025Q1: 13,924 shares; 2025Q2: 14,009 shares; 2025Q3: 13,596 shares; 2025Q4: 15,888 shares; 2026Q1: 16,498 shares 16,498 $549K 0.02% +610 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: 17,785 shares; 2024Q4: 17,709 shares; 2025Q1: 17,789 shares; 2025Q2: 17,279 shares; 2025Q3: 15,592 shares; 2025Q4: 15,082 shares; 2026Q1: 13,341 shares 13,341 $545K 0.02% -1,741 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,981 shares; 2026Q1: 12,934 shares 12,934 $541K 0.02% +4,953 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,076 shares; 2025Q2: 16,545 shares; 2025Q3: 16,111 shares; 2025Q4: 16,287 shares; 2026Q1: 16,098 shares 16,098 $540K 0.02% -189 Timeline RSPN 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: 8,974 shares; 2024Q4: 8,952 shares; 2025Q1: 9,149 shares; 2025Q2: 9,848 shares; 2025Q3: 9,875 shares; 2025Q4: 9,262 shares; 2026Q1: 9,348 shares 9,348 $538K 0.02% +86 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: 3,724 shares; 2024Q4: 3,012 shares; 2025Q1: 2,733 shares; 2025Q2: 3,841 shares; 2025Q3: 5,567 shares; 2025Q4: 5,928 shares; 2026Q1: 5,900 shares 5,900 $537K 0.02% -28 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,910 shares; 2026Q1: 1,082 shares 1,082 $531K 0.02% -828 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: 20,835 shares; 2024Q4: 22,482 shares; 2025Q1: 24,296 shares; 2025Q2: 11,970 shares; 2025Q3: 13,206 shares; 2025Q4: 13,125 shares; 2026Q1: 11,577 shares 11,577 $526K 0.02% -1,548 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares; 2026Q1: 3,217 shares 3,217 $526K 0.02% +1,286 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: 8,159 shares; 2024Q4: 9,501 shares; 2025Q1: 22,122 shares; 2025Q2: 24,112 shares; 2025Q3: 23,332 shares; 2025Q4: 19,058 shares; 2026Q1: 18,322 shares 18,322 $526K 0.02% -736 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,423 shares; 2025Q1: 4,895 shares; 2025Q2: 4,947 shares; 2025Q3: 3,751 shares; 2025Q4: 3,297 shares; 2026Q1: 2,622 shares 2,622 $520K 0.02% -675 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,836 shares 56,836 $514K 0.02% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 18,167 shares; 2025Q1: 18,286 shares; 2025Q2: 16,991 shares; 2025Q3: 20,250 shares; 2025Q4: 20,504 shares; 2026Q1: 21,968 shares 21,968 $508K 0.02% +1,464 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 4,359 shares; 2025Q1: 4,271 shares; 2025Q2: 4,163 shares; 2025Q3: 3,654 shares; 2025Q4: 3,178 shares; 2026Q1: 2,154 shares 2,154 $504K 0.02% -1,024 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,894 shares; 2024Q4: 12,765 shares; 2025Q1: 12,065 shares; 2025Q2: 11,587 shares; 2025Q3: 15,526 shares; 2025Q4: 14,470 shares; 2026Q1: 13,473 shares 13,473 $501K 0.02% -997 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: 4,044 shares; 2024Q4: 2,059 shares; 2025Q1: 2,490 shares; 2025Q2: 2,689 shares; 2025Q3: 2,832 shares; 2025Q4: 2,717 shares; 2026Q1: 3,053 shares 3,053 $501K 0.02% +336 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,501 shares; 2025Q1: 4,118 shares; 2025Q2: 4,058 shares; 2025Q3: 4,906 shares; 2025Q4: 5,295 shares; 2026Q1: 4,922 shares 4,922 $501K 0.02% -373 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,696 shares 3,696 $501K 0.02% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,655 shares; 2025Q2: 4,739 shares; 2025Q3: 4,739 shares; 2025Q4: 4,268 shares; 2026Q1: 4,268 shares 4,268 $500K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 4,584 shares; 2025Q3: 5,169 shares; 2025Q4: 5,201 shares; 2026Q1: 5,503 shares 5,503 $496K 0.02% +302 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: 612 shares; 2025Q1: 608 shares; 2025Q2: 619 shares; 2025Q3: 527 shares; 2025Q4: 538 shares; 2026Q1: 513 shares 513 $494K 0.02% -25 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,558 shares; 2025Q1: 5,751 shares; 2025Q2: 7,951 shares; 2025Q3: 7,232 shares; 2025Q4: 8,194 shares; 2026Q1: 8,594 shares 8,594 $490K 0.02% +400 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,198 shares; 2024Q4: 19,152 shares; 2025Q1: 16,076 shares; 2025Q2: 14,742 shares; 2025Q3: 14,680 shares; 2025Q4: 13,646 shares; 2026Q1: 12,319 shares 12,319 $490K 0.02% -1,327 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 10,389 shares; 2025Q2: 12,284 shares; 2025Q3: 12,314 shares; 2025Q4: 11,015 shares; 2026Q1: 8,821 shares 8,821 $490K 0.02% -2,194 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,180 shares; 2025Q2: 3,216 shares; 2025Q3: 3,271 shares; 2025Q4: 3,268 shares; 2026Q1: 3,968 shares 3,968 $487K 0.02% +700 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 14,466 shares; 2025Q1: 15,269 shares; 2025Q2: 15,269 shares; 2025Q3: 15,287 shares; 2025Q4: 14,375 shares; 2026Q1: 13,315 shares 13,315 $486K 0.02% -1,060 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,949 shares; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 3,531 shares; 2026Q1: 3,031 shares 3,031 $484K 0.02% -500 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: 7,788 shares; 2024Q4: 6,149 shares; 2025Q1: 5,817 shares; 2025Q2: 3,299 shares; 2025Q3: 5,450 shares; 2025Q4: 5,622 shares; 2026Q1: 4,794 shares 4,794 $482K 0.02% -828 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: 4,751 shares; 2024Q4: 4,731 shares; 2025Q1: 4,628 shares; 2025Q2: 4,476 shares; 2025Q3: 4,381 shares; 2025Q4: 4,368 shares; 2026Q1: 4,195 shares 4,195 $482K 0.02% -173 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: 6,082 shares; 2024Q4: 10,621 shares; 2025Q1: 11,226 shares; 2025Q2: 7,500 shares; 2025Q3: 7,324 shares; 2025Q4: 7,087 shares; 2026Q1: 4,247 shares 4,247 $482K 0.02% -2,840 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: 14,603 shares; 2024Q4: 14,793 shares; 2025Q1: 15,799 shares; 2025Q2: 18,884 shares; 2025Q3: 22,363 shares; 2025Q4: 22,142 shares; 2026Q1: 21,572 shares 21,572 $478K 0.02% -570 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: 149,990 shares; 2024Q4: 23,013 shares; 2025Q1: 12,017 shares; 2025Q2: 12,088 shares; 2025Q3: 11,634 shares; 2025Q4: 13,160 shares; 2026Q1: 20,808 shares 20,808 $477K 0.02% +7,648 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 1,585 shares; 2026Q1: 2,310 shares 2,310 $477K 0.02% +725 Timeline DES 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: 12,755 shares; 2024Q4: 13,041 shares; 2025Q1: 12,694 shares; 2025Q2: 13,006 shares; 2025Q3: 13,355 shares; 2025Q4: 13,092 shares; 2026Q1: 13,142 shares 13,142 $472K 0.02% +50 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 8,955 shares; 2025Q1: 8,885 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares; 2026Q1: 10,527 shares 10,527 $470K 0.02% +2,842 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,475 shares; 2025Q1: 8,870 shares; 2025Q2: 7,594 shares; 2025Q3: 7,602 shares; 2025Q4: 7,609 shares; 2026Q1: 8,294 shares 8,294 $466K 0.02% +685 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,655 shares; 2025Q4: 19,455 shares; 2026Q1: 21,176 shares 21,176 $463K 0.02% +1,721 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: 4,814 shares; 2024Q4: 4,815 shares; 2025Q1: 5,207 shares; 2025Q2: 6,905 shares; 2025Q3: 6,805 shares; 2025Q4: 7,472 shares; 2026Q1: 7,350 shares 7,350 $461K 0.02% -122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,196 shares; 2025Q1: 3,244 shares; 2025Q2: 3,245 shares; 2025Q3: 3,246 shares; 2025Q4: 2,967 shares; 2026Q1: 2,418 shares 2,418 $458K 0.02% -549 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 7,995 shares; 2025Q1: 7,736 shares; 2025Q2: 7,934 shares; 2025Q3: 7,779 shares; 2025Q4: 7,780 shares; 2026Q1: 6,744 shares 6,744 $458K 0.02% -1,036 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,116 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares 2,127 $456K 0.02% 0 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: 2,072 shares; 2024Q4: 2,076 shares; 2025Q1: 1,872 shares; 2025Q2: 2,058 shares; 2025Q3: 2,136 shares; 2025Q4: 2,020 shares; 2026Q1: 1,843 shares 1,843 $455K 0.02% -177 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,677 shares; 2024Q4: 14,674 shares; 2025Q1: 14,758 shares; 2025Q2: 14,590 shares; 2025Q3: 15,445 shares; 2025Q4: 14,594 shares; 2026Q1: 13,454 shares 13,454 $451K 0.02% -1,140 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: 12,793 shares; 2024Q4: 12,793 shares; 2025Q1: 15,358 shares; 2025Q2: 14,303 shares; 2025Q3: 13,753 shares; 2025Q4: 19,372 shares; 2026Q1: 18,373 shares 18,373 $448K 0.02% -999 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,701 shares; 2025Q1: 8,551 shares; 2025Q2: 9,140 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares; 2026Q1: 8,202 shares 8,202 $448K 0.02% -938 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,417 shares; 2025Q2: 9,440 shares; 2025Q3: 10,115 shares; 2025Q4: 11,816 shares; 2026Q1: 14,838 shares 14,838 $447K 0.02% +3,022 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: 1,763 shares; 2024Q4: 1,774 shares; 2025Q1: 1,822 shares; 2025Q2: 1,910 shares; 2025Q3: 1,860 shares; 2025Q4: 1,409 shares; 2026Q1: 1,406 shares 1,406 $447K 0.02% -3 Timeline BDEC 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: 8,859 shares; 2024Q4: 9,314 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares; 2025Q4: 9,302 shares; 2026Q1: 9,302 shares 9,302 $447K 0.02% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,314 shares; 2025Q1: 6,314 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,598 shares; 2026Q1: 6,598 shares 6,598 $442K 0.02% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,111 shares; 2025Q1: 2,080 shares; 2025Q2: 2,199 shares; 2025Q3: 2,283 shares; 2025Q4: 2,728 shares; 2026Q1: 2,876 shares 2,876 $442K 0.02% +148 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: 11,673 shares; 2024Q4: 11,715 shares; 2025Q1: 9,056 shares; 2025Q2: 7,972 shares; 2025Q3: 7,865 shares; 2025Q4: 7,893 shares; 2026Q1: 7,921 shares 7,921 $441K 0.02% +28 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: 3,161 shares; 2024Q4: 2,740 shares; 2025Q1: 2,351 shares; 2025Q2: 2,286 shares; 2025Q3: 2,159 shares; 2025Q4: 1,977 shares; 2026Q1: 1,811 shares 1,811 $440K 0.02% -166 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,761 shares; 2025Q1: 7,893 shares; 2025Q2: 9,408 shares; 2025Q3: 9,590 shares; 2025Q4: 10,035 shares; 2026Q1: 10,095 shares 10,095 $440K 0.02% +60 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,697 shares; 2024Q4: 11,161 shares; 2025Q1: 14,326 shares; 2025Q2: 11,223 shares; 2025Q3: 10,565 shares; 2025Q4: 10,788 shares; 2026Q1: 9,967 shares 9,967 $440K 0.02% -821 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,010 shares; 2025Q1: 5,502 shares; 2025Q2: 8,537 shares; 2025Q3: 8,025 shares; 2025Q4: 6,751 shares; 2026Q1: 6,750 shares 6,750 $439K 0.02% -1 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: 1,769 shares; 2024Q4: 1,644 shares; 2025Q1: 1,636 shares; 2025Q2: 1,922 shares; 2025Q3: 2,001 shares; 2025Q4: 1,975 shares; 2026Q1: 1,848 shares 1,848 $437K 0.02% -127 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 2,995 shares; 2025Q1: 12,177 shares; 2025Q2: 26,866 shares; 2025Q3: 19,575 shares; 2025Q4: 3,700 shares; 2026Q1: 3,382 shares 3,382 $433K 0.02% -318 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $432K 0.02% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 13,423 shares; 2025Q1: 13,416 shares; 2025Q2: 11,338 shares; 2025Q3: 8,922 shares; 2025Q4: 8,097 shares; 2026Q1: 3,895 shares 3,895 $429K 0.02% -4,202 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: not reported; 2024Q4: not reported; 2025Q1: 3,032 shares; 2025Q2: 3,053 shares; 2025Q3: 3,224 shares; 2025Q4: 3,305 shares; 2026Q1: 3,267 shares 3,267 $428K 0.02% -38 Timeline