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: 1,429,126 shares; 2024Q4: 1,444,022 shares; 2025Q1: 1,616,055 shares; 2025Q2: 1,829,233 shares; 2025Q3: 1,887,453 shares; 2025Q4: 2,032,167 shares; 2026Q1: 2,276,795 shares 2,276,795 $258M 3.2% +244,628 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: 441,292 shares; 2024Q4: 493,316 shares; 2025Q1: 550,534 shares; 2025Q2: 653,970 shares; 2025Q3: 724,597 shares; 2025Q4: 1,001,643 shares; 2026Q1: 1,111,650 shares 1,111,650 $235M 2.91% +110,007 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: 3,074,594 shares; 2024Q4: 2,841,707 shares; 2025Q1: 3,034,964 shares; 2025Q2: 3,325,866 shares; 2025Q3: 3,272,114 shares; 2025Q4: 3,362,415 shares; 2026Q1: 3,776,645 shares 3,776,645 $174M 2.16% +414,230 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: 1,910,887 shares; 2024Q4: 1,960,908 shares; 2025Q1: 2,197,268 shares; 2025Q2: 2,493,174 shares; 2025Q3: 2,967,800 shares; 2025Q4: 3,233,351 shares; 2026Q1: 2,693,034 shares 2,693,034 $157M 1.94% -540,317 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: 226,236 shares; 2024Q4: 237,301 shares; 2025Q1: 262,634 shares; 2025Q2: 89,394 shares; 2025Q3: 74,258 shares; 2025Q4: 81,204 shares; 2026Q1: 228,629 shares 228,629 $149M 1.85% +147,425 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,640 shares; 2024Q4: 589,546 shares; 2025Q1: 715,071 shares; 2025Q2: 748,925 shares; 2025Q3: 688,123 shares; 2025Q4: 770,937 shares; 2026Q1: 841,973 shares 841,973 $147M 1.82% +71,036 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: 1,388,678 shares; 2024Q4: 1,554,907 shares; 2025Q1: 1,199,297 shares; 2025Q2: 2,018,261 shares; 2025Q3: 2,075,754 shares; 2025Q4: 1,805,445 shares; 2026Q1: 1,959,652 shares 1,959,652 $146M 1.81% +154,207 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: 674,985 shares; 2024Q4: 762,151 shares; 2025Q1: 703,448 shares; 2025Q2: 724,802 shares; 2025Q3: 1,007,547 shares; 2025Q4: 1,174,286 shares; 2026Q1: 1,264,131 shares 1,264,131 $140M 1.74% +89,845 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 330,850 shares; 2025Q4: 406,107 shares; 2026Q1: 416,193 shares 416,193 $137M 1.7% +10,086 Timeline AEMS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,532,559 shares; 2026Q1: 12,459,908 shares 12,459,908 $125M 1.55% +927,349 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: 660,369 shares; 2024Q4: 692,942 shares; 2025Q1: 751,386 shares; 2025Q2: 853,617 shares; 2025Q3: 827,748 shares; 2025Q4: 536,023 shares; 2026Q1: 597,656 shares 597,656 $115M 1.42% +61,633 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: 375,457 shares; 2024Q4: 416,837 shares; 2025Q1: 704,555 shares; 2025Q2: 1,389,661 shares; 2025Q3: 1,534,313 shares; 2025Q4: 2,131,471 shares; 2026Q1: 1,642,001 shares 1,642,001 $115M 1.42% -489,470 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: 341,617 shares; 2024Q4: 363,124 shares; 2025Q1: 371,159 shares; 2025Q2: 392,876 shares; 2025Q3: 400,683 shares; 2025Q4: 418,362 shares; 2026Q1: 441,530 shares 441,530 $112M 1.39% +23,168 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: 65,117 shares; 2024Q4: 225,033 shares; 2025Q1: 366,930 shares; 2025Q2: 333,729 shares; 2025Q3: 257,073 shares; 2025Q4: 400,402 shares; 2026Q1: 440,369 shares 440,369 $106M 1.31% +39,967 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: 3,152,557 shares 3,152,557 $101M 1.26% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,682 shares; 2025Q2: 241,189 shares; 2025Q3: 246,846 shares; 2025Q4: 258,283 shares; 2026Q1: 256,498 shares 256,498 $99.6M 1.24% -1,785 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: 893,198 shares; 2024Q4: 703,960 shares; 2025Q1: 825,833 shares; 2025Q2: 1,172,024 shares; 2025Q3: 1,742,516 shares; 2025Q4: 912,502 shares; 2026Q1: 1,083,618 shares 1,083,618 $99.3M 1.23% +171,116 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835,203 shares; 2024Q4: 4,959,183 shares; 2025Q1: 5,127,474 shares; 2025Q2: 4,963,664 shares; 2025Q3: 4,656,109 shares; 2025Q4: 4,677,074 shares; 2026Q1: 5,381,458 shares 5,381,458 $90M 1.12% +704,384 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: 143,095 shares; 2024Q4: 170,860 shares; 2025Q1: 161,344 shares; 2025Q2: 171,900 shares; 2025Q3: 181,604 shares; 2025Q4: 205,375 shares; 2026Q1: 240,314 shares 240,314 $89M 1.1% +34,939 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: 258,121 shares; 2024Q4: 272,812 shares; 2025Q1: 270,684 shares; 2025Q2: 236,863 shares; 2025Q3: 291,511 shares; 2025Q4: 259,450 shares; 2026Q1: 200,352 shares 200,352 $86.2M 1.07% -59,098 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: 192,871 shares; 2024Q4: 214,102 shares; 2025Q1: 262,209 shares; 2025Q2: 291,477 shares; 2025Q3: 162,506 shares; 2025Q4: 152,699 shares; 2026Q1: 124,014 shares 124,014 $80.7M 1% -28,685 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: 924,155 shares; 2025Q3: 1,927,784 shares; 2025Q4: 2,147,987 shares; 2026Q1: 2,427,719 shares 2,427,719 $80M 0.99% +279,732 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: 146,100 shares; 2024Q4: 183,230 shares; 2025Q1: 193,624 shares; 2025Q2: 210,950 shares; 2025Q3: 219,440 shares; 2025Q4: 246,019 shares; 2026Q1: 266,936 shares 266,936 $76.8M 0.95% +20,917 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380,699 shares; 2025Q2: 381,103 shares; 2025Q3: 178,626 shares; 2025Q4: 537,572 shares; 2026Q1: 599,691 shares 599,691 $72.3M 0.9% +62,119 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: 261,465 shares; 2024Q4: 319,669 shares; 2025Q1: 384,290 shares; 2025Q2: 462,049 shares; 2025Q3: 506,705 shares; 2025Q4: 562,518 shares; 2026Q1: 617,615 shares 617,615 $70M 0.87% +55,097 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: 165,556 shares; 2024Q4: 196,185 shares; 2025Q1: 114,245 shares; 2025Q2: 161,641 shares; 2025Q3: 117,192 shares; 2025Q4: 147,134 shares; 2026Q1: 119,311 shares 119,311 $68.9M 0.85% -27,823 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: 180,022 shares; 2025Q2: 1,404,215 shares; 2025Q3: 1,526,018 shares; 2025Q4: 1,653,979 shares; 2026Q1: 1,851,404 shares 1,851,404 $67.1M 0.83% +197,425 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: 171,953 shares; 2024Q4: 185,512 shares; 2025Q1: 188,796 shares; 2025Q2: 198,024 shares; 2025Q3: 219,439 shares; 2025Q4: 250,402 shares; 2026Q1: 266,048 shares 266,048 $66.7M 0.83% +15,646 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076,419 shares; 2024Q4: 4,570,536 shares; 2025Q1: 4,146,493 shares; 2025Q2: 3,657,365 shares; 2025Q3: 3,195,426 shares; 2025Q4: 2,791,765 shares; 2026Q1: 2,505,336 shares 2,505,336 $65.1M 0.81% -286,429 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,594 shares; 2024Q4: 212,522 shares; 2025Q1: 237,115 shares; 2025Q2: 241,199 shares; 2025Q3: 258,029 shares; 2025Q4: 274,547 shares; 2026Q1: 299,617 shares 299,617 $62.4M 0.77% +25,070 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: 113,338 shares; 2024Q4: 128,304 shares; 2025Q1: 145,741 shares; 2025Q2: 159,070 shares; 2025Q3: 173,552 shares; 2025Q4: 192,556 shares; 2026Q1: 210,748 shares 210,748 $62M 0.77% +18,192 Timeline IHE ISHARES 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: 642,617 shares; 2026Q1: 689,274 shares 689,274 $59.7M 0.74% +46,657 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,908 shares; 2024Q4: 41,446 shares; 2025Q1: 196,787 shares; 2025Q2: 219,638 shares; 2025Q3: 699,126 shares; 2025Q4: 1,579,638 shares; 2026Q1: 1,516,278 shares 1,516,278 $58.9M 0.73% -63,360 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771,126 shares 1,771,126 $58M 0.72% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,380 shares; 2024Q4: 71,945 shares; 2025Q1: 230,348 shares; 2025Q2: 264,872 shares; 2025Q3: 286,574 shares; 2025Q4: 317,190 shares; 2026Q1: 349,847 shares 349,847 $57.6M 0.71% +32,657 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: 1,804 shares; 2024Q4: 8,315 shares; 2025Q1: 47,923 shares; 2025Q2: 51,033 shares; 2025Q3: 55,626 shares; 2025Q4: 61,538 shares; 2026Q1: 66,921 shares 66,921 $56.6M 0.7% +5,383 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: 545,151 shares; 2024Q4: 598,862 shares; 2025Q1: 655,533 shares; 2025Q2: 864,900 shares; 2025Q3: 815,786 shares; 2025Q4: 818,322 shares; 2026Q1: 625,626 shares 625,626 $55.2M 0.68% -192,696 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724,634 shares; 2024Q4: 4,279,429 shares; 2025Q1: 3,902,361 shares; 2025Q2: 3,432,086 shares; 2025Q3: 2,971,920 shares; 2025Q4: 2,603,444 shares; 2026Q1: 2,350,832 shares 2,350,832 $54.6M 0.68% -252,612 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: 33,055 shares; 2024Q4: 37,140 shares; 2025Q1: 43,194 shares; 2025Q2: 48,662 shares; 2025Q3: 51,918 shares; 2025Q4: 54,997 shares; 2026Q1: 59,340 shares 59,340 $54.6M 0.68% +4,343 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: 54,892 shares; 2024Q4: 54,558 shares; 2025Q1: 52,337 shares; 2025Q2: 70,448 shares; 2025Q3: 74,614 shares; 2025Q4: 80,851 shares; 2026Q1: 84,978 shares 84,978 $50.8M 0.63% +4,127 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: 131,875 shares; 2024Q4: 164,593 shares; 2025Q1: 190,880 shares; 2025Q2: 212,718 shares; 2025Q3: 226,605 shares; 2025Q4: 268,190 shares; 2026Q1: 335,257 shares 335,257 $49.3M 0.61% +67,067 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,249 shares; 2024Q4: 26,322 shares; 2025Q1: 27,442 shares; 2025Q2: 29,926 shares; 2025Q3: 31,997 shares; 2025Q4: 35,290 shares; 2026Q1: 36,247 shares 36,247 $47.9M 0.59% +957 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: 318,530 shares; 2024Q4: 370,039 shares; 2025Q1: 390,333 shares; 2025Q2: 449,204 shares; 2025Q3: 422,372 shares; 2025Q4: 449,470 shares; 2026Q1: 500,518 shares 500,518 $47.5M 0.59% +51,048 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: 68,720 shares; 2024Q4: 99,439 shares; 2025Q1: 74,556 shares; 2025Q2: 95,030 shares; 2025Q3: 115,063 shares; 2025Q4: 111,967 shares; 2026Q1: 108,645 shares 108,645 $47.5M 0.59% -3,322 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: 219,094 shares; 2024Q4: 199,068 shares; 2025Q1: 208,238 shares; 2025Q2: 268,323 shares; 2025Q3: 535,146 shares; 2025Q4: 1,226,639 shares; 2026Q1: 1,399,847 shares 1,399,847 $46.8M 0.58% +173,208 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: 45,355 shares; 2024Q4: 50,692 shares; 2025Q1: 354,097 shares; 2025Q2: 503,402 shares; 2025Q3: 565,829 shares; 2025Q4: 518,407 shares; 2026Q1: 451,692 shares 451,692 $45.5M 0.56% -66,715 Timeline ADFI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950,587 shares; 2024Q4: 5,113,958 shares; 2025Q1: 5,371,907 shares; 2025Q2: 5,185,426 shares; 2025Q3: 4,882,014 shares; 2025Q4: 4,754,884 shares; 2026Q1: 5,327,856 shares 5,327,856 $45.2M 0.56% +572,972 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377,857 shares; 2025Q2: 407,737 shares; 2025Q3: 434,686 shares; 2025Q4: 502,354 shares; 2026Q1: 645,966 shares 645,966 $44.8M 0.56% +143,612 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,745 shares; 2024Q4: 189,587 shares; 2025Q1: 217,464 shares; 2025Q2: 393,834 shares; 2025Q3: 540,715 shares; 2025Q4: 700,920 shares; 2026Q1: 967,316 shares 967,316 $44.3M 0.55% +266,396 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,091 shares; 2024Q4: 415,611 shares; 2025Q1: 410,852 shares; 2025Q2: 462,863 shares; 2025Q3: 475,424 shares; 2025Q4: 356,543 shares; 2026Q1: 393,978 shares 393,978 $43.5M 0.54% +37,435 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,985 shares; 2024Q4: 441,678 shares; 2025Q1: 466,758 shares; 2025Q2: 538,030 shares; 2025Q3: 567,249 shares; 2025Q4: 626,383 shares; 2026Q1: 700,801 shares 700,801 $43.4M 0.54% +74,418 Timeline DCOR 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: 179,133 shares; 2025Q4: 519,915 shares; 2026Q1: 594,014 shares 594,014 $42.8M 0.53% +74,099 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: 51,250 shares; 2024Q4: 56,875 shares; 2025Q1: 61,633 shares; 2025Q2: 62,316 shares; 2025Q3: 63,423 shares; 2025Q4: 70,221 shares; 2026Q1: 74,594 shares 74,594 $42.7M 0.53% +4,373 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,065 shares; 2024Q4: 402,810 shares; 2025Q1: 415,047 shares; 2025Q2: 432,815 shares; 2025Q3: 453,020 shares; 2025Q4: 471,974 shares; 2026Q1: 489,854 shares 489,854 $41.6M 0.52% +17,880 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,078 shares; 2024Q4: 106,131 shares; 2025Q1: 139,224 shares; 2025Q2: 331,830 shares; 2025Q3: 318,248 shares; 2025Q4: 521,381 shares; 2026Q1: 785,389 shares 785,389 $40.8M 0.51% +264,008 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761,345 shares; 2024Q4: 4,570,703 shares; 2025Q1: 4,515,543 shares; 2025Q2: 4,124,581 shares; 2025Q3: 3,814,040 shares; 2025Q4: 3,737,087 shares; 2026Q1: 4,044,667 shares 4,044,667 $39.2M 0.49% +307,580 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,970 shares; 2024Q4: 103,098 shares; 2025Q1: 107,029 shares; 2025Q2: 109,762 shares; 2025Q3: 110,190 shares; 2025Q4: 265,745 shares; 2026Q1: 305,448 shares 305,448 $38.1M 0.47% +39,703 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: 57,059 shares; 2024Q4: 74,618 shares; 2025Q1: 100,786 shares; 2025Q2: 105,814 shares; 2025Q3: 115,803 shares; 2025Q4: 128,986 shares; 2026Q1: 197,399 shares 197,399 $38.1M 0.47% +68,413 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: 340,500 shares; 2024Q4: 374,528 shares; 2025Q1: 340,810 shares; 2025Q2: 407,378 shares; 2025Q3: 376,305 shares; 2025Q4: 381,747 shares; 2026Q1: 1,634,267 shares 1,634,267 $37.4M 0.46% +1,252,520 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: 565,990 shares; 2025Q3: 596,180 shares; 2025Q4: 646,870 shares; 2026Q1: 737,294 shares 737,294 $36.9M 0.46% +90,424 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: 95,685 shares; 2024Q4: 112,079 shares; 2025Q1: 151,780 shares; 2025Q2: 391,299 shares; 2025Q3: 320,478 shares; 2025Q4: 556,630 shares; 2026Q1: 740,512 shares 740,512 $34.9M 0.43% +183,882 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: 260,181 shares; 2024Q4: 299,874 shares; 2025Q1: 196,547 shares; 2025Q2: 181,884 shares; 2025Q3: 185,730 shares; 2025Q4: 183,799 shares; 2026Q1: 197,174 shares 197,174 $33.5M 0.42% +13,375 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861,805 shares; 2024Q4: 2,578,594 shares; 2025Q1: 2,347,417 shares; 2025Q2: 2,062,721 shares; 2025Q3: 1,807,958 shares; 2025Q4: 1,532,983 shares; 2026Q1: 1,372,548 shares 1,372,548 $33.4M 0.41% -160,435 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: 152,428 shares; 2024Q4: 178,778 shares; 2025Q1: 31,682 shares; 2025Q2: 33,583 shares; 2025Q3: 170,156 shares; 2025Q4: 164,925 shares; 2026Q1: 199,595 shares 199,595 $32.3M 0.4% +34,670 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: 78,362 shares; 2024Q4: 86,544 shares; 2025Q1: 100,572 shares; 2025Q2: 131,132 shares; 2025Q3: 95,308 shares; 2025Q4: 104,884 shares; 2026Q1: 100,287 shares 100,287 $32.2M 0.4% -4,597 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: 128,352 shares; 2024Q4: 155,440 shares; 2025Q1: 166,944 shares; 2025Q2: 182,286 shares; 2025Q3: 197,512 shares; 2025Q4: 225,415 shares; 2026Q1: 255,916 shares 255,916 $32.1M 0.4% +30,501 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,038 shares; 2024Q4: 151,368 shares; 2025Q1: 177,190 shares; 2025Q2: 338,537 shares; 2025Q3: 431,365 shares; 2025Q4: 576,507 shares; 2026Q1: 637,231 shares 637,231 $31.5M 0.39% +60,724 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: 411,586 shares; 2024Q4: 505,855 shares; 2025Q1: 535,674 shares; 2025Q2: 696,240 shares; 2025Q3: 866,655 shares; 2025Q4: 847,369 shares; 2026Q1: 460,320 shares 460,320 $31.4M 0.39% -387,049 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: 105,001 shares; 2024Q4: 146,632 shares; 2025Q1: 164,123 shares; 2025Q2: 203,309 shares; 2025Q3: 224,580 shares; 2025Q4: 257,096 shares; 2026Q1: 304,223 shares 304,223 $29.4M 0.36% +47,127 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 68,652 shares; 2025Q1: 70,210 shares; 2025Q2: 72,856 shares; 2025Q3: 79,339 shares; 2025Q4: 91,692 shares; 2026Q1: 100,380 shares 100,380 $28.5M 0.35% +8,688 Timeline FLRT 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: 816,343 shares; 2024Q4: 873,558 shares; 2025Q1: 950,130 shares; 2025Q2: 801,399 shares; 2025Q3: 715,619 shares; 2025Q4: 596,413 shares; 2026Q1: 591,845 shares 591,845 $27.4M 0.34% -4,568 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: 279,261 shares; 2024Q4: 298,004 shares; 2025Q1: 241,841 shares; 2025Q2: 277,590 shares; 2025Q3: 319,101 shares; 2025Q4: 355,234 shares; 2026Q1: 399,315 shares 399,315 $27.3M 0.34% +44,081 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: 224,176 shares; 2024Q4: 258,610 shares; 2025Q1: 244,015 shares; 2025Q2: 313,541 shares; 2025Q3: 328,425 shares; 2025Q4: 394,399 shares; 2026Q1: 407,749 shares 407,749 $26.9M 0.33% +13,350 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: 49,994 shares; 2024Q4: 57,718 shares; 2025Q1: 60,020 shares; 2025Q2: 70,790 shares; 2025Q3: 75,862 shares; 2025Q4: 84,436 shares; 2026Q1: 88,539 shares 88,539 $26.8M 0.33% +4,103 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,259 shares; 2024Q4: 361,864 shares; 2025Q1: 385,096 shares; 2025Q2: 391,952 shares; 2025Q3: 342,201 shares; 2025Q4: 370,262 shares; 2026Q1: 448,021 shares 448,021 $26.7M 0.33% +77,759 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,791 shares; 2024Q4: 297,600 shares; 2025Q1: 311,353 shares; 2025Q2: 377,630 shares; 2025Q3: 467,999 shares; 2025Q4: 544,159 shares; 2026Q1: 694,028 shares 694,028 $26.7M 0.33% +149,869 Timeline DCMT DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,498 shares; 2024Q4: 614,742 shares; 2025Q1: 667,795 shares; 2025Q2: 598,856 shares; 2025Q3: 618,117 shares; 2025Q4: 721,951 shares; 2026Q1: 798,491 shares 798,491 $26.6M 0.33% +76,540 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: 304,023 shares; 2024Q4: 356,996 shares; 2025Q1: 426,954 shares; 2025Q2: 502,887 shares; 2025Q3: 507,680 shares; 2025Q4: 531,618 shares; 2026Q1: 559,991 shares 559,991 $26.5M 0.33% +28,373 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,278 shares; 2024Q4: 216,328 shares; 2025Q1: 224,774 shares; 2025Q2: 247,837 shares; 2025Q3: 253,469 shares; 2025Q4: 275,673 shares; 2026Q1: 319,243 shares 319,243 $26.4M 0.33% +43,570 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: 676,196 shares; 2024Q4: 881,449 shares; 2025Q1: 532,070 shares; 2025Q2: 597,452 shares; 2025Q3: 100,549 shares; 2025Q4: 99,781 shares; 2026Q1: 235,080 shares 235,080 $26.2M 0.32% +135,299 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,017 shares; 2024Q4: 162,799 shares; 2025Q1: 198,907 shares; 2025Q2: 248,467 shares; 2025Q3: 271,302 shares; 2025Q4: 312,244 shares; 2026Q1: 348,469 shares 348,469 $25.4M 0.31% +36,225 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,891 shares; 2024Q4: 130,554 shares; 2025Q1: 139,570 shares; 2025Q2: 135,799 shares; 2025Q3: 132,626 shares; 2025Q4: 126,356 shares; 2026Q1: 156,067 shares 156,067 $24.7M 0.31% +29,711 Timeline DFIC 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: 52,575 shares; 2024Q4: 60,080 shares; 2025Q1: 63,745 shares; 2025Q2: 64,620 shares; 2025Q3: 217,189 shares; 2025Q4: 613,176 shares; 2026Q1: 686,966 shares 686,966 $24.4M 0.3% +73,790 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,267 shares; 2024Q4: 42,804 shares; 2025Q1: 138,759 shares; 2025Q2: 132,648 shares; 2025Q3: 94,594 shares; 2025Q4: 196,197 shares; 2026Q1: 221,312 shares 221,312 $24.1M 0.3% +25,115 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: 204,307 shares; 2024Q4: 235,772 shares; 2025Q1: 261,801 shares; 2025Q2: 288,432 shares; 2025Q3: 300,333 shares; 2025Q4: 321,733 shares; 2026Q1: 353,886 shares 353,886 $22.8M 0.28% +32,153 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,309 shares; 2024Q4: 279,300 shares; 2025Q1: 285,712 shares; 2025Q2: 352,924 shares; 2025Q3: 514,499 shares; 2025Q4: 571,950 shares; 2026Q1: 732,383 shares 732,383 $22.6M 0.28% +160,433 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: 25,422 shares; 2024Q4: 30,593 shares; 2025Q1: 32,484 shares; 2025Q2: 33,940 shares; 2025Q3: 36,793 shares; 2025Q4: 40,592 shares; 2026Q1: 44,676 shares 44,676 $22.3M 0.28% +4,084 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: 174,072 shares; 2024Q4: 222,366 shares; 2025Q1: 242,204 shares; 2025Q2: 288,029 shares; 2025Q3: 320,820 shares; 2025Q4: 383,281 shares; 2026Q1: 436,658 shares 436,658 $21.9M 0.27% +53,377 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,550 shares; 2024Q4: 101,199 shares; 2025Q1: 133,637 shares; 2025Q2: 139,685 shares; 2025Q3: 144,298 shares; 2025Q4: 148,658 shares; 2026Q1: 163,235 shares 163,235 $21.7M 0.27% +14,577 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to 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: 1,264,002 shares; 2026Q1: 1,361,607 shares 1,361,607 $21.7M 0.27% +97,605 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,749 shares; 2024Q4: 112,696 shares; 2025Q1: 116,160 shares; 2025Q2: 122,887 shares; 2025Q3: 126,257 shares; 2025Q4: 129,734 shares; 2026Q1: 144,063 shares 144,063 $21.5M 0.27% +14,329 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,472 shares; 2025Q2: 134,630 shares; 2025Q3: 163,628 shares; 2025Q4: 249,936 shares; 2026Q1: 426,790 shares 426,790 $21.4M 0.27% +176,854 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: 20,614 shares; 2024Q4: 22,404 shares; 2025Q1: 35,067 shares; 2025Q2: 59,412 shares; 2025Q3: 47,768 shares; 2025Q4: 120,601 shares; 2026Q1: 128,599 shares 128,599 $21.3M 0.26% +7,998 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: 519,458 shares; 2024Q4: 593,293 shares; 2025Q1: 639,646 shares; 2025Q2: 739,581 shares; 2025Q3: 760,868 shares; 2025Q4: 809,772 shares; 2026Q1: 405,976 shares 405,976 $21.1M 0.26% -403,796 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,721 shares; 2024Q4: 36,473 shares; 2025Q1: 70,775 shares; 2025Q2: 78,663 shares; 2025Q3: 88,704 shares; 2025Q4: 96,236 shares; 2026Q1: 111,987 shares 111,987 $20.9M 0.26% +15,751 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: 292,688 shares; 2024Q4: 348,019 shares; 2025Q1: 406,399 shares; 2025Q2: 471,253 shares; 2025Q3: 524,913 shares; 2025Q4: 596,504 shares; 2026Q1: 685,471 shares 685,471 $19.9M 0.25% +88,967 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,500 shares; 2024Q4: 359,110 shares; 2025Q1: 345,153 shares; 2025Q2: 347,158 shares; 2025Q3: 323,997 shares; 2025Q4: 302,545 shares; 2026Q1: 336,662 shares 336,662 $19.7M 0.24% +34,117 Timeline VCRB 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: 212,335 shares; 2024Q4: 171,100 shares; 2025Q1: 174,754 shares; 2025Q2: 187,202 shares; 2025Q3: 199,672 shares; 2025Q4: 218,462 shares; 2026Q1: 251,328 shares 251,328 $19.4M 0.24% +32,866 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: 30,301 shares; 2024Q4: 38,116 shares; 2025Q1: 44,001 shares; 2025Q2: 55,990 shares; 2025Q3: 61,152 shares; 2025Q4: 68,706 shares; 2026Q1: 77,707 shares 77,707 $18.8M 0.23% +9,001 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: 25,907 shares; 2024Q4: 37,289 shares; 2025Q1: 37,757 shares; 2025Q2: 42,808 shares; 2025Q3: 49,561 shares; 2025Q4: 56,357 shares; 2026Q1: 60,576 shares 60,576 $18.7M 0.23% +4,219 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: 30,143 shares; 2024Q4: 30,167 shares; 2025Q1: 19,685 shares; 2025Q2: 8,513 shares; 2025Q3: 35,306 shares; 2025Q4: 210,098 shares; 2026Q1: 300,054 shares 300,054 $18.4M 0.23% +89,956 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,198 shares 282,198 $18.4M 0.23% new Timeline DFVE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,432 shares; 2024Q4: 115,929 shares; 2025Q1: 184,188 shares; 2025Q2: 229,062 shares; 2025Q3: 327,014 shares; 2025Q4: 447,005 shares; 2026Q1: 563,622 shares 563,622 $18.3M 0.23% +116,617 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: 26,207 shares; 2024Q4: 62,163 shares; 2025Q1: 69,118 shares; 2025Q2: 74,453 shares; 2025Q3: 83,603 shares; 2025Q4: 97,129 shares; 2026Q1: 113,185 shares 113,185 $18.1M 0.23% +16,056 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: 34,694 shares; 2024Q4: 36,101 shares; 2025Q1: 38,692 shares; 2025Q2: 44,302 shares; 2025Q3: 43,997 shares; 2025Q4: 43,547 shares; 2026Q1: 47,661 shares 47,661 $17.7M 0.22% +4,114 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: 30,621 shares; 2024Q4: 33,063 shares; 2025Q1: 27,883 shares; 2025Q2: 31,464 shares; 2025Q3: 35,454 shares; 2025Q4: 37,446 shares; 2026Q1: 36,732 shares 36,732 $17.6M 0.22% -714 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: 164,262 shares; 2024Q4: 173,435 shares; 2025Q1: 179,778 shares; 2025Q2: 187,205 shares; 2025Q3: 220,439 shares; 2025Q4: 218,004 shares; 2026Q1: 217,908 shares 217,908 $17.6M 0.22% -96 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,994 shares; 2024Q4: 87,621 shares; 2025Q1: 106,315 shares; 2025Q2: 138,945 shares; 2025Q3: 155,777 shares; 2025Q4: 182,882 shares; 2026Q1: 214,443 shares 214,443 $17.4M 0.22% +31,561 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: 42,220 shares; 2024Q4: 49,666 shares; 2025Q1: 63,880 shares; 2025Q2: 86,341 shares; 2025Q3: 95,083 shares; 2025Q4: 116,996 shares; 2026Q1: 148,197 shares 148,197 $17M 0.21% +31,201 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: 4,671 shares; 2024Q4: 3,139 shares; 2025Q1: 5,035 shares; 2025Q2: 5,361 shares; 2025Q3: 20,722 shares; 2025Q4: 19,957 shares; 2026Q1: 152,217 shares 152,217 $16.8M 0.21% +132,260 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 5,972 shares; 2025Q1: 5,915 shares; 2025Q2: 7,204 shares; 2025Q3: not reported; 2025Q4: 285,784 shares; 2026Q1: 314,604 shares 314,604 $16.8M 0.21% +28,820 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,396 shares; 2024Q4: 798,986 shares; 2025Q1: 917,606 shares; 2025Q2: 941,302 shares; 2025Q3: 921,479 shares; 2025Q4: 230,535 shares; 2026Q1: 496,290 shares 496,290 $16.8M 0.21% +265,755 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: 83,937 shares; 2024Q4: 366,409 shares; 2025Q1: 363,946 shares; 2025Q2: 409,139 shares; 2025Q3: 435,539 shares; 2025Q4: 482,907 shares; 2026Q1: 568,439 shares 568,439 $16.6M 0.21% +85,532 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to 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: 207,331 shares; 2026Q1: 225,619 shares 225,619 $16.4M 0.2% +18,288 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: 32,595 shares; 2024Q4: 37,823 shares; 2025Q1: 81,275 shares; 2025Q2: 172,273 shares; 2025Q3: 81,678 shares; 2025Q4: 61,656 shares; 2026Q1: 171,593 shares 171,593 $16.4M 0.2% +109,937 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: 3,724 shares; 2024Q4: 13,961 shares; 2025Q1: 20,254 shares; 2025Q2: 41,437 shares; 2025Q3: 51,277 shares; 2025Q4: 89,783 shares; 2026Q1: 161,601 shares 161,601 $16.3M 0.2% +71,818 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,122 shares; 2024Q4: 86,390 shares; 2025Q1: 100,042 shares; 2025Q2: 129,930 shares; 2025Q3: 136,087 shares; 2025Q4: 147,905 shares; 2026Q1: 166,792 shares 166,792 $16.2M 0.2% +18,887 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: 45,247 shares; 2024Q4: 35,722 shares; 2025Q1: 50,141 shares; 2025Q2: 45,084 shares; 2025Q3: 8,536 shares; 2025Q4: 324,853 shares; 2026Q1: 353,046 shares 353,046 $16.2M 0.2% +28,193 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: 52,245 shares; 2024Q4: 63,329 shares; 2025Q1: 68,093 shares; 2025Q2: 77,024 shares; 2025Q3: 82,620 shares; 2025Q4: 100,676 shares; 2026Q1: 109,827 shares 109,827 $15.9M 0.2% +9,151 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,748 shares; 2025Q4: 455,614 shares; 2026Q1: 468,257 shares 468,257 $15.8M 0.2% +12,643 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,235 shares; 2024Q4: 72,432 shares; 2025Q1: 87,193 shares; 2025Q2: 113,741 shares; 2025Q3: 151,684 shares; 2025Q4: 179,907 shares; 2026Q1: 176,150 shares 176,150 $15.6M 0.19% -3,757 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: 8,172 shares; 2024Q4: 10,358 shares; 2025Q1: 11,801 shares; 2025Q2: 16,422 shares; 2025Q3: 18,499 shares; 2025Q4: 20,466 shares; 2026Q1: 21,960 shares 21,960 $15.3M 0.19% +1,494 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 63,082 shares; 2025Q1: 65,558 shares; 2025Q2: 82,876 shares; 2025Q3: 91,142 shares; 2025Q4: 98,745 shares; 2026Q1: 109,240 shares 109,240 $15.2M 0.19% +10,495 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: 16,656 shares; 2024Q4: 22,616 shares; 2025Q1: 24,759 shares; 2025Q2: 38,335 shares; 2025Q3: 39,062 shares; 2025Q4: 42,354 shares; 2026Q1: 42,565 shares 42,565 $15M 0.19% +211 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 5,588 shares; 2025Q1: 61,483 shares; 2025Q2: 73,268 shares; 2025Q3: 81,505 shares; 2025Q4: 97,186 shares; 2026Q1: 111,912 shares 111,912 $14.7M 0.18% +14,726 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,519 shares; 2025Q3: 5,296 shares; 2025Q4: 254,505 shares; 2026Q1: 268,329 shares 268,329 $14.5M 0.18% +13,824 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 5,926 shares; 2025Q1: 2,659 shares; 2025Q2: 2,076 shares; 2025Q3: 2,048 shares; 2025Q4: 27,434 shares; 2026Q1: 31,011 shares 31,011 $14.4M 0.18% +3,577 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: 68,449 shares; 2024Q4: 77,752 shares; 2025Q1: 133,149 shares; 2025Q2: 160,730 shares; 2025Q3: 96,858 shares; 2025Q4: 102,867 shares; 2026Q1: 114,917 shares 114,917 $14.3M 0.18% +12,050 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259,715 shares 259,715 $14.2M 0.18% new 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: 64,877 shares; 2024Q4: 20,739 shares; 2025Q1: 22,567 shares; 2025Q2: 24,913 shares; 2025Q3: 27,093 shares; 2025Q4: 44,529 shares; 2026Q1: 65,279 shares 65,279 $14.2M 0.18% +20,750 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: 37,645 shares; 2024Q4: 38,369 shares; 2025Q1: 38,277 shares; 2025Q2: 38,694 shares; 2025Q3: 58,673 shares; 2025Q4: 67,295 shares; 2026Q1: 59,556 shares 59,556 $14.2M 0.18% -7,739 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: 60,556 shares; 2024Q4: 66,189 shares; 2025Q1: 32,936 shares; 2025Q2: 33,894 shares; 2025Q3: 33,287 shares; 2025Q4: 35,125 shares; 2026Q1: 37,665 shares 37,665 $13.8M 0.17% +2,540 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: 240,830 shares; 2024Q4: 273,696 shares; 2025Q1: 88,216 shares; 2025Q2: 60,524 shares; 2025Q3: 51,872 shares; 2025Q4: 39,233 shares; 2026Q1: 103,862 shares 103,862 $13.8M 0.17% +64,629 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: 3,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,767 shares; 2025Q4: 16,413 shares; 2026Q1: 122,934 shares 122,934 $13.6M 0.17% +106,521 Timeline PNOV 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: 23,239 shares; 2024Q4: 31,052 shares; 2025Q1: 34,812 shares; 2025Q2: 37,487 shares; 2025Q3: 38,324 shares; 2025Q4: 347,940 shares; 2026Q1: 329,250 shares 329,250 $13.5M 0.17% -18,690 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,524 shares; 2025Q2: 202,577 shares; 2025Q3: 329,625 shares; 2025Q4: 334,481 shares; 2026Q1: 340,300 shares 340,300 $13.4M 0.17% +5,819 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: 14,642 shares; 2024Q4: 16,445 shares; 2025Q1: 14,192 shares; 2025Q2: 15,882 shares; 2025Q3: 15,424 shares; 2025Q4: 13,590 shares; 2026Q1: 13,480 shares 13,480 $13.4M 0.17% -110 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: 371,300 shares; 2024Q4: 180,117 shares; 2025Q1: 172,816 shares; 2025Q2: 331,122 shares; 2025Q3: 158,715 shares; 2025Q4: 145,789 shares; 2026Q1: 162,457 shares 162,457 $13.4M 0.17% +16,668 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,449 shares; 2024Q4: 121,770 shares; 2025Q1: 142,549 shares; 2025Q2: 167,545 shares; 2025Q3: 243,477 shares; 2025Q4: 236,614 shares; 2026Q1: 286,371 shares 286,371 $13.1M 0.16% +49,757 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,739 shares 257,739 $12.9M 0.16% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,221 shares; 2025Q2: 204,669 shares; 2025Q3: 240,635 shares; 2025Q4: 151,266 shares; 2026Q1: 162,212 shares 162,212 $12.8M 0.16% +10,946 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: 61,998 shares; 2024Q4: 68,805 shares; 2025Q1: 72,082 shares; 2025Q2: 90,382 shares; 2025Q3: 66,786 shares; 2025Q4: 77,406 shares; 2026Q1: 86,947 shares 86,947 $12.7M 0.16% +9,541 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 468,166 shares; 2026Q1: 597,187 shares 597,187 $12.6M 0.16% +129,021 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,698 shares; 2024Q4: 166,386 shares; 2025Q1: 171,155 shares; 2025Q2: 181,846 shares; 2025Q3: 184,154 shares; 2025Q4: 190,110 shares; 2026Q1: 198,628 shares 198,628 $12.4M 0.15% +8,518 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: 124,376 shares; 2024Q4: 141,082 shares; 2025Q1: 59,106 shares; 2025Q2: 62,610 shares; 2025Q3: 65,253 shares; 2025Q4: 54,346 shares; 2026Q1: 58,893 shares 58,893 $12.2M 0.15% +4,547 Timeline EMTL 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: 35,685 shares; 2024Q4: 40,378 shares; 2025Q1: 52,876 shares; 2025Q2: 115,315 shares; 2025Q3: 129,608 shares; 2025Q4: 205,586 shares; 2026Q1: 284,896 shares 284,896 $12.1M 0.15% +79,310 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,986 shares; 2025Q1: 67,836 shares; 2025Q2: 72,467 shares; 2025Q3: 43,264 shares; 2025Q4: 55,370 shares; 2026Q1: 56,612 shares 56,612 $12.1M 0.15% +1,242 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,998 shares; 2024Q4: 252,888 shares; 2025Q1: 252,445 shares; 2025Q2: 247,518 shares; 2025Q3: 245,931 shares; 2025Q4: 244,164 shares; 2026Q1: 238,633 shares 238,633 $11.9M 0.15% -5,531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,441 shares; 2025Q3: 8,941 shares; 2025Q4: 85,901 shares; 2026Q1: 243,004 shares 243,004 $11.8M 0.15% +157,103 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: 176,088 shares; 2024Q4: 184,977 shares; 2025Q1: 185,283 shares; 2025Q2: 181,321 shares; 2025Q3: 264,987 shares; 2025Q4: 268,712 shares; 2026Q1: 293,906 shares 293,906 $11.6M 0.14% +25,194 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: 23,054 shares; 2024Q4: 25,197 shares; 2025Q1: 23,602 shares; 2025Q2: 25,140 shares; 2025Q3: 27,220 shares; 2025Q4: 31,368 shares; 2026Q1: 34,192 shares 34,192 $11.6M 0.14% +2,824 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: 35,998 shares; 2024Q4: 42,599 shares; 2025Q1: 46,494 shares; 2025Q2: 54,150 shares; 2025Q3: 54,634 shares; 2025Q4: 43,405 shares; 2026Q1: 46,642 shares 46,642 $11.5M 0.14% +3,237 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: 799,682 shares; 2024Q4: 898,126 shares; 2025Q1: 172,803 shares; 2025Q2: 136,100 shares; 2025Q3: 115,406 shares; 2025Q4: 27,766 shares; 2026Q1: 231,349 shares 231,349 $11.4M 0.14% +203,583 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: 63,083 shares; 2024Q4: 73,563 shares; 2025Q1: 82,564 shares; 2025Q2: 83,907 shares; 2025Q3: 89,652 shares; 2025Q4: 102,479 shares; 2026Q1: 121,807 shares 121,807 $10.7M 0.13% +19,328 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,762 shares; 2025Q4: 305,395 shares; 2026Q1: 306,347 shares 306,347 $10.4M 0.13% +952 Timeline DFEM 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: 94,617 shares; 2025Q4: 266,350 shares; 2026Q1: 298,147 shares 298,147 $10.3M 0.13% +31,797 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,266 shares; 2024Q4: 655,275 shares; 2025Q1: 743,633 shares; 2025Q2: 512,190 shares; 2025Q3: 513,758 shares; 2025Q4: 531,037 shares; 2026Q1: 504,222 shares 504,222 $10.3M 0.13% -26,815 Timeline DTD 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: 62,660 shares; 2024Q4: 72,107 shares; 2025Q1: 75,185 shares; 2025Q2: 82,618 shares; 2025Q3: 88,086 shares; 2025Q4: 101,044 shares; 2026Q1: 119,070 shares 119,070 $10.3M 0.13% +18,026 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316,450 shares; 2024Q4: 1,420,665 shares; 2025Q1: 1,363,714 shares; 2025Q2: 1,103,496 shares; 2025Q3: 979,021 shares; 2025Q4: 981,680 shares; 2026Q1: 1,064,223 shares 1,064,223 $9.91M 0.12% +82,543 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: 60,785 shares; 2024Q4: 49,805 shares; 2025Q1: 180,536 shares; 2025Q2: 202,531 shares; 2025Q3: 190,244 shares; 2025Q4: 185,725 shares; 2026Q1: 195,609 shares 195,609 $9.85M 0.12% +9,884 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: 22,501 shares; 2024Q4: 60,660 shares; 2025Q1: 32,926 shares; 2025Q2: 16,063 shares; 2025Q3: 25,472 shares; 2025Q4: 27,159 shares; 2026Q1: 39,684 shares 39,684 $9.84M 0.12% +12,525 Timeline STXD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,813 shares; 2026Q1: 275,992 shares 275,992 $9.8M 0.12% +257,179 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,058 shares; 2024Q4: 290,363 shares; 2025Q1: 219,515 shares; 2025Q2: 251,944 shares; 2025Q3: 266,163 shares; 2025Q4: 290,379 shares; 2026Q1: 258,853 shares 258,853 $9.79M 0.12% -31,526 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: 56,497 shares; 2024Q4: 48,036 shares; 2025Q1: 48,482 shares; 2025Q2: 46,808 shares; 2025Q3: 196,404 shares; 2025Q4: 175,018 shares; 2026Q1: 118,997 shares 118,997 $9.11M 0.11% -56,021 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,120 shares; 2024Q4: 109,280 shares; 2025Q1: 83,547 shares; 2025Q2: 111,273 shares; 2025Q3: 173,643 shares; 2025Q4: 259,558 shares; 2026Q1: 376,999 shares 376,999 $8.79M 0.11% +117,441 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: 144,230 shares; 2024Q4: 149,091 shares; 2025Q1: 118,995 shares; 2025Q2: 132,452 shares; 2025Q3: 128,891 shares; 2025Q4: 122,680 shares; 2026Q1: 125,166 shares 125,166 $8.78M 0.11% +2,486 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,887 shares; 2024Q4: 183,632 shares; 2025Q1: 131,543 shares; 2025Q2: 134,948 shares; 2025Q3: 158,068 shares; 2025Q4: 161,217 shares; 2026Q1: 141,860 shares 141,860 $8.57M 0.11% -19,357 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: 33,252 shares; 2024Q4: 34,212 shares; 2025Q1: 34,675 shares; 2025Q2: 39,392 shares; 2025Q3: 40,083 shares; 2025Q4: 43,242 shares; 2026Q1: 48,495 shares 48,495 $8.39M 0.1% +5,253 Timeline AVUS 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: 121,229 shares; 2024Q4: 124,477 shares; 2025Q1: 127,480 shares; 2025Q2: 132,545 shares; 2025Q3: 135,245 shares; 2025Q4: 134,182 shares; 2026Q1: 75,466 shares 75,466 $8.39M 0.1% -58,716 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370,392 shares; 2025Q2: 409,225 shares; 2025Q3: 410,982 shares; 2025Q4: 471,032 shares; 2026Q1: 556,115 shares 556,115 $8.02M 0.1% +85,083 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: 18,794 shares; 2024Q4: 22,010 shares; 2025Q1: 21,927 shares; 2025Q2: 23,826 shares; 2025Q3: 21,152 shares; 2025Q4: 22,953 shares; 2026Q1: 27,398 shares 27,398 $7.86M 0.1% +4,445 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: 17,285 shares; 2025Q1: 17,859 shares; 2025Q2: 20,971 shares; 2025Q3: 23,969 shares; 2025Q4: 32,044 shares; 2026Q1: 36,920 shares 36,920 $7.62M 0.09% +4,876 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: 54,231 shares; 2024Q4: 76,754 shares; 2025Q1: 91,597 shares; 2025Q2: 83,407 shares; 2025Q3: 63,313 shares; 2025Q4: 64,645 shares; 2026Q1: 74,493 shares 74,493 $7.58M 0.09% +9,848 Timeline SYSB ISHARES 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: 68,148 shares; 2026Q1: 84,863 shares 84,863 $7.55M 0.09% +16,715 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: 20,194 shares; 2024Q4: 20,271 shares; 2025Q1: 17,066 shares; 2025Q2: 25,157 shares; 2025Q3: 24,557 shares; 2025Q4: 24,053 shares; 2026Q1: 22,418 shares 22,418 $7.37M 0.09% -1,635 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: 39,099 shares; 2024Q4: 44,493 shares; 2025Q1: 47,071 shares; 2025Q2: 56,045 shares; 2025Q3: 57,914 shares; 2025Q4: 64,136 shares; 2026Q1: 75,751 shares 75,751 $7.33M 0.09% +11,615 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,407 shares; 2025Q1: 52,655 shares; 2025Q2: 72,996 shares; 2025Q3: 82,828 shares; 2025Q4: 95,061 shares; 2026Q1: 145,512 shares 145,512 $7.22M 0.09% +50,451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,186 shares; 2025Q4: 28,554 shares; 2026Q1: 58,079 shares 58,079 $6.97M 0.09% +29,525 Timeline STXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,680 shares 165,680 $6.95M 0.09% new 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: 31,777 shares; 2024Q4: 32,014 shares; 2025Q1: 23,979 shares; 2025Q2: 26,043 shares; 2025Q3: 25,091 shares; 2025Q4: 26,436 shares; 2026Q1: 22,367 shares 22,367 $6.95M 0.09% -4,069 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: 25,214 shares; 2024Q4: 57,614 shares; 2025Q1: 59,894 shares; 2025Q2: 22,513 shares; 2025Q3: 29,891 shares; 2025Q4: 34,103 shares; 2026Q1: 35,354 shares 35,354 $6.94M 0.09% +1,251 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,272 shares; 2025Q3: 46,567 shares; 2025Q4: 102,278 shares; 2026Q1: 135,527 shares 135,527 $6.88M 0.09% +33,249 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,074 shares; 2024Q4: 53,862 shares; 2025Q1: 59,488 shares; 2025Q2: 109,347 shares; 2025Q3: 141,860 shares; 2025Q4: 172,793 shares; 2026Q1: 235,629 shares 235,629 $6.84M 0.08% +62,836 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,446 shares; 2024Q4: 143,835 shares; 2025Q1: 144,456 shares; 2025Q2: 125,142 shares; 2025Q3: 129,632 shares; 2025Q4: 127,107 shares; 2026Q1: 129,027 shares 129,027 $6.81M 0.08% +1,920 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: 19,034 shares; 2024Q4: 21,976 shares; 2025Q1: 23,547 shares; 2025Q2: 39,084 shares; 2025Q3: 35,859 shares; 2025Q4: 32,346 shares; 2026Q1: 35,400 shares 35,400 $6.79M 0.08% +3,054 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: 9,900 shares; 2024Q4: 63,249 shares; 2025Q1: 63,064 shares; 2025Q2: 47,604 shares; 2025Q3: 47,425 shares; 2025Q4: 45,268 shares; 2026Q1: 47,624 shares 47,624 $6.78M 0.08% +2,356 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: 36,128 shares; 2024Q4: 60,752 shares; 2025Q1: 57,587 shares; 2025Q2: 30,116 shares; 2025Q3: 31,072 shares; 2025Q4: 49,098 shares; 2026Q1: 45,728 shares 45,728 $6.77M 0.08% -3,370 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 71,585 shares; 2025Q1: 94,488 shares; 2025Q2: 175,424 shares; 2025Q3: 97,922 shares; 2025Q4: 176,297 shares; 2026Q1: 228,245 shares 228,245 $6.66M 0.08% +51,948 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: 65,275 shares; 2024Q4: 146,180 shares; 2025Q1: 159,376 shares; 2025Q2: 174,563 shares; 2025Q3: 191,998 shares; 2025Q4: 216,775 shares; 2026Q1: 264,060 shares 264,060 $6.58M 0.08% +47,285 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: 38,332 shares; 2024Q4: 44,319 shares; 2025Q1: 54,408 shares; 2025Q2: 59,590 shares; 2025Q3: 65,110 shares; 2025Q4: 66,109 shares; 2026Q1: 70,747 shares 70,747 $6.56M 0.08% +4,638 Timeline HCMT 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: 174,532 shares; 2024Q4: 183,486 shares; 2025Q1: 180,373 shares; 2025Q2: 221,406 shares; 2025Q3: 212,093 shares; 2025Q4: 192,325 shares; 2026Q1: 184,127 shares 184,127 $6.48M 0.08% -8,198 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: 97,930 shares; 2024Q4: 99,273 shares; 2025Q1: 86,549 shares; 2025Q2: 166,759 shares; 2025Q3: 164,068 shares; 2025Q4: 102,110 shares; 2026Q1: 100,491 shares 100,491 $6.44M 0.08% -1,619 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: 15,749 shares; 2024Q4: 16,575 shares; 2025Q1: 16,414 shares; 2025Q2: 17,079 shares; 2025Q3: 18,765 shares; 2025Q4: 25,071 shares; 2026Q1: 26,232 shares 26,232 $6.41M 0.08% +1,161 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: 25,414 shares; 2024Q4: 26,423 shares; 2025Q1: 26,901 shares; 2025Q2: 29,057 shares; 2025Q3: 30,210 shares; 2025Q4: 30,566 shares; 2026Q1: 32,202 shares 32,202 $6.38M 0.08% +1,636 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: 113,815 shares; 2024Q4: 120,369 shares; 2025Q1: 85,271 shares; 2025Q2: 92,899 shares; 2025Q3: 107,702 shares; 2025Q4: 109,113 shares; 2026Q1: 112,015 shares 112,015 $6.34M 0.08% +2,902 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,851 shares; 2025Q4: 12,297 shares; 2026Q1: 63,212 shares 63,212 $6.29M 0.08% +50,915 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: 15,456 shares; 2024Q4: 15,912 shares; 2025Q1: 15,770 shares; 2025Q2: 18,619 shares; 2025Q3: 21,544 shares; 2025Q4: 19,783 shares; 2026Q1: 20,735 shares 20,735 $6.27M 0.08% +952 Timeline XTL 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: 33,134 shares 33,134 $6.23M 0.08% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 71,385 shares; 2025Q3: 75,456 shares; 2025Q4: 91,175 shares; 2026Q1: 96,993 shares 96,993 $6.23M 0.08% +5,818 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: 17,704 shares; 2024Q4: 21,431 shares; 2025Q1: 5,174 shares; 2025Q2: 6,665 shares; 2025Q3: 6,647 shares; 2025Q4: 11,390 shares; 2026Q1: 10,205 shares 10,205 $6.17M 0.08% -1,185 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: 66,647 shares; 2024Q4: 68,475 shares; 2025Q1: 58,099 shares; 2025Q2: 61,445 shares; 2025Q3: 51,486 shares; 2025Q4: 52,236 shares; 2026Q1: 65,695 shares 65,695 $6.09M 0.08% +13,459 Timeline UDEC 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: 6,367 shares; 2025Q1: 15,955 shares; 2025Q2: 153,632 shares; 2025Q3: 147,230 shares; 2025Q4: 159,928 shares; 2026Q1: 156,839 shares 156,839 $6.09M 0.08% -3,089 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 115,754 shares; 2025Q4: 151,832 shares; 2026Q1: 176,618 shares 176,618 $6.05M 0.08% +24,786 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,967 shares; 2024Q4: 294,528 shares; 2025Q1: 309,174 shares; 2025Q2: 263,597 shares; 2025Q3: 286,802 shares; 2025Q4: 347,257 shares; 2026Q1: 335,685 shares 335,685 $6.05M 0.08% -11,572 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: 282,319 shares; 2024Q4: 289,047 shares; 2025Q1: 290,699 shares; 2025Q2: 336,502 shares; 2025Q3: 92,453 shares; 2025Q4: 85,786 shares; 2026Q1: 106,666 shares 106,666 $6.05M 0.08% +20,880 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: 247,584 shares; 2024Q4: 810,412 shares; 2025Q1: 968,876 shares; 2025Q2: 1,092,428 shares; 2025Q3: 377,989 shares; 2025Q4: 433,363 shares; 2026Q1: 228,529 shares 228,529 $5.86M 0.07% -204,834 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: 18,976 shares; 2024Q4: 25,915 shares; 2025Q1: 30,870 shares; 2025Q2: 46,265 shares; 2025Q3: 42,520 shares; 2025Q4: 54,070 shares; 2026Q1: 54,713 shares 54,713 $5.81M 0.07% +643 Timeline ZALT 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: 121,649 shares; 2024Q4: 129,441 shares; 2025Q1: 132,896 shares; 2025Q2: 144,694 shares; 2025Q3: 162,189 shares; 2025Q4: 173,737 shares; 2026Q1: 177,936 shares 177,936 $5.78M 0.07% +4,199 Timeline STXK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,552 shares 169,552 $5.66M 0.07% new Timeline FRDM 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: 60,821 shares; 2024Q4: 74,478 shares; 2025Q1: 78,377 shares; 2025Q2: 87,706 shares; 2025Q3: 91,181 shares; 2025Q4: 99,579 shares; 2026Q1: 100,867 shares 100,867 $5.51M 0.07% +1,288 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: 6,831 shares; 2024Q4: 7,687 shares; 2025Q1: 8,844 shares; 2025Q2: 8,253 shares; 2025Q3: 7,595 shares; 2025Q4: 7,870 shares; 2026Q1: 7,692 shares 7,692 $5.45M 0.07% -178 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 13,614 shares; 2025Q1: 16,054 shares; 2025Q2: 15,335 shares; 2025Q3: 22,318 shares; 2025Q4: 25,767 shares; 2026Q1: 31,062 shares 31,062 $5.42M 0.07% +5,295 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: 19,595 shares; 2024Q4: 26,224 shares; 2025Q1: 12,340 shares; 2025Q2: 12,600 shares; 2025Q3: 15,423 shares; 2025Q4: 19,909 shares; 2026Q1: 25,809 shares 25,809 $5.25M 0.07% +5,900 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: 229,398 shares; 2024Q4: 278,995 shares; 2025Q1: 310,857 shares; 2025Q2: 321,083 shares; 2025Q3: 24,654 shares; 2025Q4: 34,944 shares; 2026Q1: 115,084 shares 115,084 $5.25M 0.07% +80,140 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,880 shares 141,880 $5.17M 0.06% new 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: 53,785 shares; 2024Q4: 67,051 shares; 2025Q1: 68,328 shares; 2025Q2: 59,888 shares; 2025Q3: 62,830 shares; 2025Q4: 68,936 shares; 2026Q1: 59,765 shares 59,765 $5.12M 0.06% -9,171 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,719 shares; 2024Q4: 262,640 shares; 2025Q1: 269,025 shares; 2025Q2: 244,678 shares; 2025Q3: 255,572 shares; 2025Q4: 284,071 shares; 2026Q1: 249,958 shares 249,958 $5.09M 0.06% -34,113 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: 47,691 shares; 2024Q4: 55,842 shares; 2025Q1: 65,140 shares; 2025Q2: 64,173 shares; 2025Q3: 64,679 shares; 2025Q4: 80,385 shares; 2026Q1: 93,796 shares 93,796 $5.08M 0.06% +13,411 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,417 shares; 2024Q4: 268,378 shares; 2025Q1: 272,793 shares; 2025Q2: 235,419 shares; 2025Q3: 244,220 shares; 2025Q4: 256,506 shares; 2026Q1: 222,393 shares 222,393 $5.01M 0.06% -34,113 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: 48,304 shares; 2024Q4: 56,265 shares; 2025Q1: 54,391 shares; 2025Q2: 61,046 shares; 2025Q3: 17,355 shares; 2025Q4: 19,033 shares; 2026Q1: 18,531 shares 18,531 $5.01M 0.06% -502 Timeline JBBB 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: 89,446 shares; 2024Q4: 113,543 shares; 2025Q1: 116,833 shares; 2025Q2: 101,749 shares; 2025Q3: 107,786 shares; 2025Q4: 121,906 shares; 2026Q1: 107,502 shares 107,502 $5.01M 0.06% -14,404 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,378 shares; 2024Q4: 234,312 shares; 2025Q1: 240,181 shares; 2025Q2: 208,712 shares; 2025Q3: 219,707 shares; 2025Q4: 249,224 shares; 2026Q1: 217,217 shares 217,217 $5.01M 0.06% -32,007 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: 54,246 shares; 2024Q4: 63,763 shares; 2025Q1: 149,517 shares; 2025Q2: 209,388 shares; 2025Q3: 88,323 shares; 2025Q4: 51,838 shares; 2026Q1: 65,521 shares 65,521 $4.98M 0.06% +13,683 Timeline REM ISHARES 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: 263,352 shares; 2026Q1: 228,268 shares 228,268 $4.9M 0.06% -35,084 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,566 shares; 2024Q4: 400,034 shares; 2025Q1: 427,380 shares; 2025Q2: 371,828 shares; 2025Q3: 400,283 shares; 2025Q4: 486,444 shares; 2026Q1: 433,541 shares 433,541 $4.87M 0.06% -52,903 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: 15,168 shares; 2024Q4: 15,696 shares; 2025Q1: 20,278 shares; 2025Q2: 21,987 shares; 2025Q3: 24,433 shares; 2025Q4: 25,041 shares; 2026Q1: 33,968 shares 33,968 $4.83M 0.06% +8,927 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 9,112 shares; 2025Q1: 15,731 shares; 2025Q2: 49,801 shares; 2025Q3: 64,363 shares; 2025Q4: 78,091 shares; 2026Q1: 81,417 shares 81,417 $4.81M 0.06% +3,326 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: 13,504 shares; 2024Q4: 15,825 shares; 2025Q1: 23,629 shares; 2025Q2: 23,357 shares; 2025Q3: 30,101 shares; 2025Q4: 39,877 shares; 2026Q1: 77,540 shares 77,540 $4.75M 0.06% +37,663 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: 12,374 shares; 2024Q4: 13,003 shares; 2025Q1: 13,364 shares; 2025Q2: 13,870 shares; 2025Q3: 14,315 shares; 2025Q4: 14,719 shares; 2026Q1: 15,072 shares 15,072 $4.71M 0.06% +353 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,507 shares; 2024Q4: 201,735 shares; 2025Q1: 10,730 shares; 2025Q2: 8,949 shares; 2025Q3: 7,771 shares; 2025Q4: 31,553 shares; 2026Q1: 79,679 shares 79,679 $4.68M 0.06% +48,126 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,527 shares; 2024Q4: 380,871 shares; 2025Q1: 400,132 shares; 2025Q2: 411,719 shares; 2025Q3: 431,936 shares; 2025Q4: 454,033 shares; 2026Q1: 453,666 shares 453,666 $4.67M 0.06% -367 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,402 shares; 2024Q4: 44,939 shares; 2025Q1: 55,308 shares; 2025Q2: 81,210 shares; 2025Q3: 96,927 shares; 2025Q4: 135,438 shares; 2026Q1: 155,028 shares 155,028 $4.66M 0.06% +19,590 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,417 shares; 2025Q2: 124,172 shares; 2025Q3: 91,323 shares; 2025Q4: 92,703 shares; 2026Q1: 93,161 shares 93,161 $4.62M 0.06% +458 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: 67,054 shares; 2024Q4: 61,140 shares; 2025Q1: 51,684 shares; 2025Q2: 58,656 shares; 2025Q3: 32,800 shares; 2025Q4: 34,053 shares; 2026Q1: 49,793 shares 49,793 $4.62M 0.06% +15,740 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,299 shares; 2024Q4: 394,525 shares; 2025Q1: 408,667 shares; 2025Q2: 352,598 shares; 2025Q3: 370,332 shares; 2025Q4: 429,434 shares; 2026Q1: 379,595 shares 379,595 $4.62M 0.06% -49,839 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,021 shares; 2025Q1: 3,379 shares; 2025Q2: 3,986 shares; 2025Q3: 4,065 shares; 2025Q4: 14,129 shares; 2026Q1: 14,108 shares 14,108 $4.61M 0.06% -21 Timeline VAW 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: 15,104 shares; 2024Q4: 16,036 shares; 2025Q1: 16,561 shares; 2025Q2: 17,482 shares; 2025Q3: 18,275 shares; 2025Q4: 19,300 shares; 2026Q1: 20,284 shares 20,284 $4.57M 0.06% +984 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: 6,588 shares; 2024Q4: 6,423 shares; 2025Q1: 6,561 shares; 2025Q2: 8,274 shares; 2025Q3: 8,820 shares; 2025Q4: 11,252 shares; 2026Q1: 13,427 shares 13,427 $4.54M 0.06% +2,175 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,627 shares; 2025Q4: 33,606 shares; 2026Q1: 47,273 shares 47,273 $4.51M 0.06% +13,667 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: 30,328 shares; 2024Q4: 30,319 shares; 2025Q1: 30,548 shares; 2025Q2: 31,936 shares; 2025Q3: 33,243 shares; 2025Q4: 34,695 shares; 2026Q1: 37,220 shares 37,220 $4.5M 0.06% +2,525 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 28,195 shares; 2025Q1: 40,321 shares; 2025Q2: 47,108 shares; 2025Q3: 50,112 shares; 2025Q4: 54,270 shares; 2026Q1: 69,790 shares 69,790 $4.46M 0.06% +15,520 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 40,990 shares; 2025Q1: 130,132 shares; 2025Q2: 139,695 shares; 2025Q3: 175,354 shares; 2025Q4: 180,803 shares; 2026Q1: 190,491 shares 190,491 $4.41M 0.05% +9,688 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,737 shares; 2025Q2: 7,122 shares; 2025Q3: 7,995 shares; 2025Q4: 9,098 shares; 2026Q1: 10,997 shares 10,997 $4.38M 0.05% +1,899 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,814 shares; 2025Q2: 11,159 shares; 2025Q3: 69,376 shares; 2025Q4: 97,883 shares; 2026Q1: 90,896 shares 90,896 $4.35M 0.05% -6,987 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: 54,423 shares; 2024Q4: 30,803 shares; 2025Q1: 42,730 shares; 2025Q2: 40,630 shares; 2025Q3: 43,609 shares; 2025Q4: 39,950 shares; 2026Q1: 44,253 shares 44,253 $4.33M 0.05% +4,303 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: 42,108 shares; 2024Q4: 14,930 shares; 2025Q1: 14,277 shares; 2025Q2: 13,915 shares; 2025Q3: 15,273 shares; 2025Q4: 33,924 shares; 2026Q1: 27,900 shares 27,900 $4.33M 0.05% -6,024 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: 320,842 shares; 2024Q4: 375,482 shares; 2025Q1: 44,890 shares; 2025Q2: 29,693 shares; 2025Q3: 37,699 shares; 2025Q4: 38,284 shares; 2026Q1: 29,388 shares 29,388 $4.31M 0.05% -8,896 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,900 shares; 2024Q4: 57,779 shares; 2025Q1: 32,570 shares; 2025Q2: 27,274 shares; 2025Q3: 21,204 shares; 2025Q4: 23,516 shares; 2026Q1: 70,405 shares 70,405 $4.21M 0.05% +46,889 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,763 shares; 2026Q1: 66,425 shares 66,425 $4.19M 0.05% +43,662 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: 22,991 shares; 2024Q4: 25,659 shares; 2025Q1: 24,344 shares; 2025Q2: 43,880 shares; 2025Q3: 37,005 shares; 2025Q4: 43,279 shares; 2026Q1: 33,531 shares 33,531 $4.17M 0.05% -9,748 Timeline SCIO 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: 194,909 shares; 2025Q4: 199,532 shares; 2026Q1: 201,600 shares 201,600 $4.16M 0.05% +2,068 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: 28,807 shares; 2024Q4: 67,922 shares; 2025Q1: 70,932 shares; 2025Q2: 92,822 shares; 2025Q3: 151,169 shares; 2025Q4: 153,368 shares; 2026Q1: 167,618 shares 167,618 $4.15M 0.05% +14,250 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: 13,266 shares; 2024Q4: 5,970 shares; 2025Q1: 6,100 shares; 2025Q2: 15,395 shares; 2025Q3: 20,107 shares; 2025Q4: 48,473 shares; 2026Q1: 42,499 shares 42,499 $4.13M 0.05% -5,974 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: 17,002 shares; 2024Q4: 19,239 shares; 2025Q1: 18,672 shares; 2025Q2: 18,182 shares; 2025Q3: 20,377 shares; 2025Q4: 25,699 shares; 2026Q1: 30,571 shares 30,571 $4M 0.05% +4,872 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,668 shares; 2024Q4: 104,538 shares; 2025Q1: 51,739 shares; 2025Q2: 59,332 shares; 2025Q3: 60,476 shares; 2025Q4: 72,780 shares; 2026Q1: 54,644 shares 54,644 $3.95M 0.05% -18,136 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,906 shares; 2026Q1: 100,806 shares 100,806 $3.95M 0.05% -95,100 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: 10,364 shares; 2024Q4: 11,830 shares; 2025Q1: 9,561 shares; 2025Q2: 11,721 shares; 2025Q3: 12,914 shares; 2025Q4: 13,439 shares; 2026Q1: 13,923 shares 13,923 $3.95M 0.05% +484 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: 9,093 shares; 2024Q4: 9,451 shares; 2025Q1: 10,464 shares; 2025Q2: 10,841 shares; 2025Q3: 17,429 shares; 2025Q4: 18,791 shares; 2026Q1: 38,110 shares 38,110 $3.91M 0.05% +19,319 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: 157,983 shares; 2024Q4: 190,825 shares; 2025Q1: 5,377 shares; 2025Q2: 7,848 shares; 2025Q3: 7,645 shares; 2025Q4: 8,920 shares; 2026Q1: 10,180 shares 10,180 $3.9M 0.05% +1,260 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: 5,771 shares; 2024Q4: 8,666 shares; 2025Q1: 7,573 shares; 2025Q2: 7,358 shares; 2025Q3: 4,814 shares; 2025Q4: 8,727 shares; 2026Q1: 11,227 shares 11,227 $3.84M 0.05% +2,500 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,055 shares; 2024Q4: 59,248 shares; 2025Q1: 52,243 shares; 2025Q2: 55,915 shares; 2025Q3: 61,266 shares; 2025Q4: 62,355 shares; 2026Q1: 81,007 shares 81,007 $3.8M 0.05% +18,652 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,402 shares; 2025Q2: 2,620 shares; 2025Q3: 3,229 shares; 2025Q4: 4,289 shares; 2026Q1: 4,229 shares 4,229 $3.69M 0.05% -60 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: 58,823 shares; 2024Q4: 71,171 shares; 2025Q1: 121,653 shares; 2025Q2: 70,323 shares; 2025Q3: 9,267 shares; 2025Q4: 8,402 shares; 2026Q1: 82,580 shares 82,580 $3.68M 0.05% +74,178 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,857 shares; 2024Q4: 17,066 shares; 2025Q1: 17,001 shares; 2025Q2: 19,427 shares; 2025Q3: 20,125 shares; 2025Q4: 28,556 shares; 2026Q1: 37,447 shares 37,447 $3.68M 0.05% +8,891 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,658 shares; 2024Q4: 38,709 shares; 2025Q1: 27,366 shares; 2025Q2: 24,985 shares; 2025Q3: 24,790 shares; 2025Q4: 23,069 shares; 2026Q1: 17,755 shares 17,755 $3.68M 0.05% -5,314 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: 11,267 shares; 2024Q4: 27,094 shares; 2025Q1: 27,203 shares; 2025Q2: 11,451 shares; 2025Q3: 13,903 shares; 2025Q4: 21,013 shares; 2026Q1: 16,948 shares 16,948 $3.64M 0.05% -4,065 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: 26,482 shares; 2024Q4: 26,668 shares; 2025Q1: 17,850 shares; 2025Q2: 19,206 shares; 2025Q3: 20,648 shares; 2025Q4: 20,106 shares; 2026Q1: 15,385 shares 15,385 $3.64M 0.05% -4,721 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $3.59M 0.04% +1 Timeline PCMM 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: 21,332 shares; 2025Q2: 22,933 shares; 2025Q3: 25,309 shares; 2025Q4: 28,104 shares; 2026Q1: 72,876 shares 72,876 $3.58M 0.04% +44,772 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: 30,285 shares; 2024Q4: 40,797 shares; 2025Q1: 43,826 shares; 2025Q2: 42,130 shares; 2025Q3: 42,130 shares; 2025Q4: 34,122 shares; 2026Q1: 48,088 shares 48,088 $3.54M 0.04% +13,966 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,485 shares; 2026Q1: 64,067 shares 64,067 $3.53M 0.04% -1,418 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: 3,462 shares; 2024Q4: 4,132 shares; 2025Q1: 4,601 shares; 2025Q2: 5,173 shares; 2025Q3: 4,522 shares; 2025Q4: 41,071 shares; 2026Q1: 36,709 shares 36,709 $3.53M 0.04% -4,362 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,887 shares; 2024Q4: 84,315 shares; 2025Q1: 75,988 shares; 2025Q2: 71,774 shares; 2025Q3: 72,879 shares; 2025Q4: 119,270 shares; 2026Q1: 76,041 shares 76,041 $3.51M 0.04% -43,229 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,904 shares; 2024Q4: 18,788 shares; 2025Q1: 11,875 shares; 2025Q2: 11,856 shares; 2025Q3: 11,624 shares; 2025Q4: 8,277 shares; 2026Q1: 6,415 shares 6,415 $3.45M 0.04% -1,862 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,569 shares; 2026Q1: 40,274 shares 40,274 $3.4M 0.04% -66,295 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: 9,429 shares; 2024Q4: 9,823 shares; 2025Q1: 41,324 shares; 2025Q2: 9,438 shares; 2025Q3: 8,306 shares; 2025Q4: 7,093 shares; 2026Q1: 7,969 shares 7,969 $3.4M 0.04% +876 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,734 shares; 2024Q4: 41,055 shares; 2025Q1: 66,663 shares; 2025Q2: 55,008 shares; 2025Q3: 54,284 shares; 2025Q4: 58,774 shares; 2026Q1: 80,297 shares 80,297 $3.4M 0.04% +21,523 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: 41,417 shares; 2024Q4: 142,931 shares; 2025Q1: 643,093 shares; 2025Q2: 143,973 shares; 2025Q3: 196,460 shares; 2025Q4: 107,737 shares; 2026Q1: 110,124 shares 110,124 $3.38M 0.04% +2,387 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,283 shares; 2024Q4: 38,505 shares; 2025Q1: 32,944 shares; 2025Q2: 37,421 shares; 2025Q3: 49,755 shares; 2025Q4: 61,373 shares; 2026Q1: 71,866 shares 71,866 $3.37M 0.04% +10,493 Timeline KNG 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: 60,293 shares; 2024Q4: 61,275 shares; 2025Q1: 44,545 shares; 2025Q2: 55,330 shares; 2025Q3: 48,351 shares; 2025Q4: 30,484 shares; 2026Q1: 69,012 shares 69,012 $3.36M 0.04% +38,528 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: 49,104 shares; 2024Q4: 50,703 shares; 2025Q1: 49,943 shares; 2025Q2: 52,061 shares; 2025Q3: 53,813 shares; 2025Q4: 55,001 shares; 2026Q1: 68,284 shares 68,284 $3.33M 0.04% +13,283 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: 257,260 shares; 2024Q4: 253,382 shares; 2025Q1: 286,146 shares; 2025Q2: 314,185 shares; 2025Q3: 24,227 shares; 2025Q4: 22,423 shares; 2026Q1: 18,322 shares 18,322 $3.32M 0.04% -4,101 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: 3,735 shares; 2024Q4: 4,388 shares; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 2,328 shares; 2025Q4: 4,104 shares; 2026Q1: 20,207 shares 20,207 $3.32M 0.04% +16,103 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,423 shares; 2024Q4: 111,917 shares; 2025Q1: 105,072 shares; 2025Q2: 37,622 shares; 2025Q3: 91,510 shares; 2025Q4: 108,899 shares; 2026Q1: 403,732 shares 403,732 $3.29M 0.04% +294,833 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: 1,419 shares; 2024Q4: 20,956 shares; 2025Q1: 1,823 shares; 2025Q2: 1,104 shares; 2025Q3: 990 shares; 2025Q4: 972 shares; 2026Q1: 10,425 shares 10,425 $3.27M 0.04% +9,453 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: 11,751 shares; 2024Q4: 12,189 shares; 2025Q1: 12,450 shares; 2025Q2: 41,280 shares; 2025Q3: 40,476 shares; 2025Q4: 38,873 shares; 2026Q1: 28,251 shares 28,251 $3.27M 0.04% -10,622 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 3,292 shares; 2025Q2: 4,790 shares; 2025Q3: 8,567 shares; 2025Q4: 10,554 shares; 2026Q1: 11,587 shares 11,587 $3.26M 0.04% +1,033 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 6,919 shares; 2025Q4: 37,639 shares; 2026Q1: 41,845 shares 41,845 $3.24M 0.04% +4,206 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: 12,236 shares; 2024Q4: 11,692 shares; 2025Q1: 11,857 shares; 2025Q2: 13,305 shares; 2025Q3: 11,916 shares; 2025Q4: 15,262 shares; 2026Q1: 16,109 shares 16,109 $3.21M 0.04% +847 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: 27,611 shares; 2024Q4: 28,951 shares; 2025Q1: 114,870 shares; 2025Q2: 166,007 shares; 2025Q3: 345,218 shares; 2025Q4: 374,545 shares; 2026Q1: 10,038 shares 10,038 $3.19M 0.04% -364,507 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,484 shares; 2024Q4: 55,555 shares; 2025Q1: 75,885 shares; 2025Q2: 79,438 shares; 2025Q3: 80,231 shares; 2025Q4: 76,339 shares; 2026Q1: 79,258 shares 79,258 $3.16M 0.04% +2,919 Timeline IBND 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: 74,608 shares; 2025Q3: 84,399 shares; 2025Q4: 8,639 shares; 2026Q1: 101,134 shares 101,134 $3.14M 0.04% +92,495 Timeline TIPX 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: 15,409 shares; 2025Q1: 72,096 shares; 2025Q2: 60,993 shares; 2025Q3: 67,967 shares; 2025Q4: 120,907 shares; 2026Q1: 162,973 shares 162,973 $3.13M 0.04% +42,066 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,200 shares; 2024Q4: 44,200 shares; 2025Q1: 44,338 shares; 2025Q2: 33,505 shares; 2025Q3: 33,505 shares; 2025Q4: 33,505 shares; 2026Q1: 33,932 shares 33,932 $3.05M 0.04% +427 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 5,767 shares; 2025Q1: 4,920 shares; 2025Q2: 3,320 shares; 2025Q3: 8,559 shares; 2025Q4: 42,935 shares; 2026Q1: 42,802 shares 42,802 $3.04M 0.04% -133 Timeline BBBI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,640 shares 58,640 $3.02M 0.04% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,129 shares; 2024Q4: 101,234 shares; 2025Q1: 106,671 shares; 2025Q2: 118,196 shares; 2025Q3: 130,384 shares; 2025Q4: 129,848 shares; 2026Q1: 135,453 shares 135,453 $3M 0.04% +5,605 Timeline XMAR 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: 83,458 shares; 2024Q4: 82,796 shares; 2025Q1: 81,245 shares; 2025Q2: 79,359 shares; 2025Q3: 76,566 shares; 2025Q4: 76,205 shares; 2026Q1: 73,498 shares 73,498 $2.98M 0.04% -2,707 Timeline DGCB 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: 24,239 shares; 2025Q4: 38,288 shares; 2026Q1: 54,933 shares 54,933 $2.97M 0.04% +16,645 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: 77,315 shares; 2024Q4: 87,975 shares; 2025Q1: 124,677 shares; 2025Q2: 83,347 shares; 2025Q3: 32,432 shares; 2025Q4: 27,601 shares; 2026Q1: 57,427 shares 57,427 $2.91M 0.04% +29,826 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: 3,979 shares; 2024Q4: 4,700 shares; 2025Q1: 5,216 shares; 2025Q2: 7,929 shares; 2025Q3: 10,125 shares; 2025Q4: 15,376 shares; 2026Q1: 15,944 shares 15,944 $2.9M 0.04% +568 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,129 shares; 2025Q4: 74,601 shares; 2026Q1: 75,739 shares 75,739 $2.9M 0.04% +1,138 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 10,520 shares; 2025Q1: 12,410 shares; 2025Q2: 60,898 shares; 2025Q3: 63,759 shares; 2025Q4: 63,267 shares; 2026Q1: 128,927 shares 128,927 $2.88M 0.04% +65,660 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,954 shares 121,954 $2.87M 0.04% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 13,381 shares; 2025Q1: 29,349 shares; 2025Q2: 33,000 shares; 2025Q3: 42,497 shares; 2025Q4: 75,295 shares; 2026Q1: 80,272 shares 80,272 $2.84M 0.04% +4,977 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,918 shares; 2025Q4: 175,822 shares; 2026Q1: 12,975 shares 12,975 $2.84M 0.04% -162,847 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: 6,257 shares; 2024Q4: 6,957 shares; 2025Q1: 6,926 shares; 2025Q2: 6,446 shares; 2025Q3: 5,125 shares; 2025Q4: 11,909 shares; 2026Q1: 12,297 shares 12,297 $2.78M 0.03% +388 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 3,570 shares; 2025Q4: 35,250 shares; 2026Q1: 123,000 shares 123,000 $2.75M 0.03% +87,750 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,945 shares 69,945 $2.67M 0.03% new 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: 14,281 shares; 2024Q4: 15,225 shares; 2025Q1: 16,407 shares; 2025Q2: 46,572 shares; 2025Q3: 51,070 shares; 2025Q4: 41,872 shares; 2026Q1: 30,761 shares 30,761 $2.67M 0.03% -11,111 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 20,514 shares; 2025Q1: 28,882 shares; 2025Q2: 46,999 shares; 2025Q3: 35,246 shares; 2025Q4: 63,147 shares; 2026Q1: 86,140 shares 86,140 $2.65M 0.03% +22,993 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: 11,362 shares; 2024Q4: 13,016 shares; 2025Q1: 14,231 shares; 2025Q2: 21,140 shares; 2025Q3: 22,962 shares; 2025Q4: 25,562 shares; 2026Q1: 29,205 shares 29,205 $2.64M 0.03% +3,643 Timeline BUYW 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: not reported; 2025Q3: 126,317 shares; 2025Q4: 241,115 shares; 2026Q1: 187,588 shares 187,588 $2.64M 0.03% -53,527 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 6,936 shares; 2025Q1: 7,901 shares; 2025Q2: 12,909 shares; 2025Q3: 14,231 shares; 2025Q4: 17,425 shares; 2026Q1: 22,767 shares 22,767 $2.62M 0.03% +5,342 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,594 shares; 2025Q3: 28,634 shares; 2025Q4: 31,384 shares; 2026Q1: 52,670 shares 52,670 $2.6M 0.03% +21,286 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,479 shares; 2024Q4: 31,634 shares; 2025Q1: 18,047 shares; 2025Q2: 19,822 shares; 2025Q3: 20,140 shares; 2025Q4: 19,655 shares; 2026Q1: 13,868 shares 13,868 $2.59M 0.03% -5,787 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: 5,441 shares; 2024Q4: 5,053 shares; 2025Q1: 5,485 shares; 2025Q2: 6,213 shares; 2025Q3: 6,739 shares; 2025Q4: 6,123 shares; 2026Q1: 6,603 shares 6,603 $2.58M 0.03% +480 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: 11,609 shares; 2024Q4: 14,158 shares; 2025Q1: 20,116 shares; 2025Q2: 26,372 shares; 2025Q3: 37,686 shares; 2025Q4: 41,777 shares; 2026Q1: 46,208 shares 46,208 $2.57M 0.03% +4,431 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: 63,725 shares; 2024Q4: 74,226 shares; 2025Q1: 112,031 shares; 2025Q2: 73,485 shares; 2025Q3: 31,778 shares; 2025Q4: 16,692 shares; 2026Q1: 35,778 shares 35,778 $2.56M 0.03% +19,086 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: 13,556 shares; 2024Q4: 21,851 shares; 2025Q1: 11,606 shares; 2025Q2: 12,549 shares; 2025Q3: 11,862 shares; 2025Q4: 12,475 shares; 2026Q1: 10,267 shares 10,267 $2.55M 0.03% -2,208 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,632 shares; 2025Q4: 34,861 shares; 2026Q1: 51,214 shares 51,214 $2.54M 0.03% +16,353 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,490 shares; 2025Q4: 50,499 shares; 2026Q1: 60,109 shares 60,109 $2.54M 0.03% +9,610 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: 3,886 shares; 2024Q4: 4,411 shares; 2025Q1: 5,373 shares; 2025Q2: 4,413 shares; 2025Q3: 10,911 shares; 2025Q4: 10,351 shares; 2026Q1: 9,532 shares 9,532 $2.5M 0.03% -819 Timeline DFGX 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: 22,652 shares; 2025Q4: 36,298 shares; 2026Q1: 47,512 shares 47,512 $2.49M 0.03% +11,214 Timeline BWX 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: 67,817 shares; 2025Q4: 83,150 shares; 2026Q1: 113,389 shares 113,389 $2.49M 0.03% +30,239 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 24,621 shares; 2025Q1: 2,431 shares; 2025Q2: 2,343 shares; 2025Q3: 2,331 shares; 2025Q4: 2,956 shares; 2026Q1: 2,866 shares 2,866 $2.48M 0.03% -90 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,998 shares; 2024Q4: 47,029 shares; 2025Q1: 28,421 shares; 2025Q2: 5,296 shares; 2025Q3: 5,259 shares; 2025Q4: 21,165 shares; 2026Q1: 15,500 shares 15,500 $2.48M 0.03% -5,665 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,728 shares 46,728 $2.46M 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 5,466 shares; 2026Q1: 22,585 shares 22,585 $2.45M 0.03% +17,119 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 132,882 shares 132,882 $2.45M 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,582 shares; 2024Q4: 14,126 shares; 2025Q1: 10,127 shares; 2025Q2: 9,432 shares; 2025Q3: 11,034 shares; 2025Q4: 14,505 shares; 2026Q1: 18,971 shares 18,971 $2.44M 0.03% +4,466 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: 59,521 shares; 2024Q4: 73,061 shares; 2025Q1: 24,266 shares; 2025Q2: 26,831 shares; 2025Q3: 18,426 shares; 2025Q4: 17,440 shares; 2026Q1: 20,300 shares 20,300 $2.44M 0.03% +2,860 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,148 shares 14,148 $2.43M 0.03% new 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: 6,810 shares; 2025Q1: 7,059 shares; 2025Q2: 11,787 shares; 2025Q3: 9,934 shares; 2025Q4: 19,140 shares; 2026Q1: 19,786 shares 19,786 $2.43M 0.03% +646 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,915 shares; 2025Q2: 7,444 shares; 2025Q3: 11,395 shares; 2025Q4: 15,357 shares; 2026Q1: 18,214 shares 18,214 $2.43M 0.03% +2,857 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: 25,699 shares; 2024Q4: 27,086 shares; 2025Q1: 29,476 shares; 2025Q2: 30,341 shares; 2025Q3: 29,985 shares; 2025Q4: 28,681 shares; 2026Q1: 31,221 shares 31,221 $2.42M 0.03% +2,540 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: 56,867 shares; 2024Q4: 59,324 shares; 2025Q1: 55,415 shares; 2025Q2: 55,186 shares; 2025Q3: 53,410 shares; 2025Q4: 55,810 shares; 2026Q1: 51,981 shares 51,981 $2.39M 0.03% -3,829 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,275 shares 56,275 $2.38M 0.03% new Timeline XOP 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: 13,075 shares 13,075 $2.38M 0.03% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,536 shares; 2026Q1: 102,226 shares 102,226 $2.35M 0.03% +69,690 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,688 shares 33,688 $2.34M 0.03% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,771 shares 5,771 $2.33M 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 6,192 shares; 2025Q1: 6,509 shares; 2025Q2: 6,593 shares; 2025Q3: 6,750 shares; 2025Q4: 6,514 shares; 2026Q1: 5,592 shares 5,592 $2.33M 0.03% -922 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: 7,660 shares; 2024Q4: 8,258 shares; 2025Q1: 9,345 shares; 2025Q2: 10,114 shares; 2025Q3: 15,408 shares; 2025Q4: 23,570 shares; 2026Q1: 25,729 shares 25,729 $2.33M 0.03% +2,159 Timeline FJUN 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: 33,856 shares; 2024Q4: 32,528 shares; 2025Q1: 31,804 shares; 2025Q2: 42,159 shares; 2025Q3: 41,248 shares; 2025Q4: 40,919 shares; 2026Q1: 40,894 shares 40,894 $2.31M 0.03% -25 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,977 shares; 2024Q4: 81,012 shares; 2025Q1: 644,647 shares; 2025Q2: 77,035 shares; 2025Q3: 67,749 shares; 2025Q4: 63,153 shares; 2026Q1: 54,356 shares 54,356 $2.31M 0.03% -8,797 Timeline DFGR 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: 25,155 shares; 2025Q4: 75,050 shares; 2026Q1: 86,769 shares 86,769 $2.31M 0.03% +11,719 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: 27,501 shares; 2024Q4: 36,009 shares; 2025Q1: 3,793 shares; 2025Q2: 3,620 shares; 2025Q3: 2,775 shares; 2025Q4: 3,793 shares; 2026Q1: 9,359 shares 9,359 $2.28M 0.03% +5,566 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 230,012 shares 230,012 $2.26M 0.03% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,987 shares; 2025Q2: 12,119 shares; 2025Q3: 8,023 shares; 2025Q4: 9,297 shares; 2026Q1: 10,841 shares 10,841 $2.26M 0.03% +1,544 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: 42,475 shares; 2024Q4: 44,876 shares; 2025Q1: 297,667 shares; 2025Q2: 360,796 shares; 2025Q3: 50,038 shares; 2025Q4: 51,222 shares; 2026Q1: 66,814 shares 66,814 $2.24M 0.03% +15,592 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,382 shares; 2024Q4: 82,733 shares; 2025Q1: 89,263 shares; 2025Q2: 93,741 shares; 2025Q3: 118,579 shares; 2025Q4: 96,650 shares; 2026Q1: 115,676 shares 115,676 $2.23M 0.03% +19,026 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,667 shares; 2024Q4: 51,741 shares; 2025Q1: 47,391 shares; 2025Q2: 57,323 shares; 2025Q3: 69,856 shares; 2025Q4: 90,998 shares; 2026Q1: 103,247 shares 103,247 $2.23M 0.03% +12,249 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,570 shares; 2024Q4: 32,103 shares; 2025Q1: 33,798 shares; 2025Q2: 38,046 shares; 2025Q3: 45,789 shares; 2025Q4: 48,992 shares; 2026Q1: 49,393 shares 49,393 $2.23M 0.03% +401 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: 2,470 shares; 2024Q4: 3,859 shares; 2025Q1: 3,140 shares; 2025Q2: 4,112 shares; 2025Q3: 3,803 shares; 2025Q4: 3,748 shares; 2026Q1: 3,825 shares 3,825 $2.15M 0.03% +77 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,191 shares; 2025Q4: 53,001 shares; 2026Q1: 56,222 shares 56,222 $2.15M 0.03% +3,221 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: 194,472 shares; 2024Q4: 15,794 shares; 2025Q1: 158,877 shares; 2025Q2: 37,828 shares; 2025Q3: 39,509 shares; 2025Q4: 21,296 shares; 2026Q1: 21,513 shares 21,513 $2.14M 0.03% +217 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,402 shares; 2025Q4: 45,430 shares; 2026Q1: 50,126 shares 50,126 $2.13M 0.03% +4,696 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,822 shares; 2025Q3: 31,025 shares; 2025Q4: 30,597 shares; 2026Q1: 23,585 shares 23,585 $2.13M 0.03% -7,012 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: 8,920 shares; 2024Q4: 8,276 shares; 2025Q1: 9,307 shares; 2025Q2: 11,230 shares; 2025Q3: 21,129 shares; 2025Q4: 31,609 shares; 2026Q1: 34,737 shares 34,737 $2.13M 0.03% +3,128 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: 51,653 shares 51,653 $2.12M 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,570 shares; 2025Q1: 3,579 shares; 2025Q2: 3,511 shares; 2025Q3: 3,497 shares; 2025Q4: 3,510 shares; 2026Q1: 3,499 shares 3,499 $2.12M 0.03% -11 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: 7,317 shares; 2024Q4: 16,949 shares; 2025Q1: 11,659 shares; 2025Q2: 17,495 shares; 2025Q3: 21,063 shares; 2025Q4: 20,562 shares; 2026Q1: 22,671 shares 22,671 $2.11M 0.03% +2,109 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: 7,973 shares; 2024Q4: 7,958 shares; 2025Q1: 8,237 shares; 2025Q2: 9,333 shares; 2025Q3: 18,473 shares; 2025Q4: 40,085 shares; 2026Q1: 29,306 shares 29,306 $2.1M 0.03% -10,779 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: 457,446 shares; 2024Q4: 946,574 shares; 2025Q1: 33,062 shares; 2025Q2: 45,501 shares; 2025Q3: 50,093 shares; 2025Q4: 59,588 shares; 2026Q1: 72,294 shares 72,294 $2.1M 0.03% +12,706 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,886 shares; 2025Q1: 23,826 shares; 2025Q2: 40,304 shares; 2025Q3: 48,228 shares; 2025Q4: 58,823 shares; 2026Q1: 80,524 shares 80,524 $2.09M 0.03% +21,701 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: 972 shares; 2024Q4: 4,305 shares; 2025Q1: 4,874 shares; 2025Q2: 5,007 shares; 2025Q3: 5,461 shares; 2025Q4: 5,427 shares; 2026Q1: 5,854 shares 5,854 $2.09M 0.03% +427 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: 22,607 shares; 2024Q4: 37,150 shares; 2025Q1: 24,084 shares; 2025Q2: 20,702 shares; 2025Q3: 21,559 shares; 2025Q4: 30,233 shares; 2026Q1: 30,841 shares 30,841 $2.08M 0.03% +608 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,605 shares; 2025Q4: 23,651 shares; 2026Q1: 20,024 shares 20,024 $2.05M 0.03% -3,627 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: 15,178 shares; 2024Q4: 23,239 shares; 2025Q1: 28,657 shares; 2025Q2: 37,183 shares; 2025Q3: 38,943 shares; 2025Q4: 37,599 shares; 2026Q1: 38,524 shares 38,524 $2.04M 0.03% +925 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,080 shares; 2024Q4: 23,018 shares; 2025Q1: 26,543 shares; 2025Q2: 38,944 shares; 2025Q3: 45,824 shares; 2025Q4: 82,492 shares; 2026Q1: 99,386 shares 99,386 $2.04M 0.03% +16,894 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: 2,739 shares; 2024Q4: 3,493 shares; 2025Q1: 3,400 shares; 2025Q2: 4,923 shares; 2025Q3: 4,602 shares; 2025Q4: 6,218 shares; 2026Q1: 7,088 shares 7,088 $2.04M 0.03% +870 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: 38,231 shares; 2024Q4: 38,426 shares; 2025Q1: 35,513 shares; 2025Q2: 137,689 shares; 2025Q3: 102,976 shares; 2025Q4: 38,137 shares; 2026Q1: 37,137 shares 37,137 $2.01M 0.02% -1,000 Timeline XEMD 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: not reported; 2025Q2: not reported; 2025Q3: 9,028 shares; 2025Q4: 12,399 shares; 2026Q1: 45,002 shares 45,002 $1.98M 0.02% +32,603 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: 21,483 shares; 2024Q4: 24,881 shares; 2025Q1: 38,236 shares; 2025Q2: 43,845 shares; 2025Q3: 34,483 shares; 2025Q4: 27,632 shares; 2026Q1: 24,804 shares 24,804 $1.97M 0.02% -2,828 Timeline PDEC 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: 243,424 shares; 2024Q4: 242,017 shares; 2025Q1: 244,567 shares; 2025Q2: 259,232 shares; 2025Q3: 207,707 shares; 2025Q4: 46,156 shares; 2026Q1: 46,380 shares 46,380 $1.97M 0.02% +224 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 8,844 shares; 2025Q1: 7,574 shares; 2025Q2: 6,177 shares; 2025Q3: 12,817 shares; 2025Q4: 25,871 shares; 2026Q1: 31,257 shares 31,257 $1.96M 0.02% +5,386 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: 24,423 shares; 2024Q4: 25,865 shares; 2025Q1: 24,729 shares; 2025Q2: 20,773 shares; 2025Q3: 19,548 shares; 2025Q4: 21,732 shares; 2026Q1: 20,240 shares 20,240 $1.95M 0.02% -1,492 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: not reported; 2025Q2: 5,215 shares; 2025Q3: 6,021 shares; 2025Q4: 6,286 shares; 2026Q1: 12,221 shares 12,221 $1.95M 0.02% +5,935 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: 15,121 shares; 2024Q4: 19,077 shares; 2025Q1: 19,069 shares; 2025Q2: 20,861 shares; 2025Q3: 19,741 shares; 2025Q4: 37,875 shares; 2026Q1: 52,186 shares 52,186 $1.94M 0.02% +14,311 Timeline IGLD 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: 101,423 shares; 2024Q4: 107,530 shares; 2025Q1: 94,611 shares; 2025Q2: 85,661 shares; 2025Q3: 69,344 shares; 2025Q4: 77,386 shares; 2026Q1: 75,493 shares 75,493 $1.93M 0.02% -1,893 Timeline QJUN 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: 67,379 shares; 2024Q4: 64,878 shares; 2025Q1: 62,877 shares; 2025Q2: 61,389 shares; 2025Q3: 59,868 shares; 2025Q4: 60,817 shares; 2026Q1: 61,504 shares 61,504 $1.92M 0.02% +687 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,873 shares; 2024Q4: 70,749 shares; 2025Q1: 15,083 shares; 2025Q2: 15,839 shares; 2025Q3: 15,696 shares; 2025Q4: 16,354 shares; 2026Q1: 37,810 shares 37,810 $1.92M 0.02% +21,456 Timeline SCHJ 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: 36,834 shares; 2024Q4: 83,390 shares; 2025Q1: 88,863 shares; 2025Q2: 99,349 shares; 2025Q3: 105,164 shares; 2025Q4: 118,047 shares; 2026Q1: 77,546 shares 77,546 $1.92M 0.02% -40,501 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,143 shares; 2024Q4: 52,783 shares; 2025Q1: 51,391 shares; 2025Q2: 56,880 shares; 2025Q3: 42,042 shares; 2025Q4: 36,865 shares; 2026Q1: 47,635 shares 47,635 $1.91M 0.02% +10,770 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: 28,339 shares; 2024Q4: 23,802 shares; 2025Q1: 8,525 shares; 2025Q2: 28,962 shares; 2025Q3: 279,553 shares; 2025Q4: 216,590 shares; 2026Q1: 23,701 shares 23,701 $1.89M 0.02% -192,889 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: not reported; 2025Q4: 6,279 shares; 2026Q1: 21,898 shares 21,898 $1.88M 0.02% +15,619 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: 2,567 shares; 2024Q4: 16,003 shares; 2025Q1: 16,050 shares; 2025Q2: 2,245 shares; 2025Q3: 10,309 shares; 2025Q4: 11,512 shares; 2026Q1: 10,161 shares 10,161 $1.87M 0.02% -1,351 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,844 shares; 2025Q4: 54,575 shares; 2026Q1: 56,055 shares 56,055 $1.87M 0.02% +1,480 Timeline GJUN 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: 81,578 shares; 2024Q4: 79,069 shares; 2025Q1: 76,956 shares; 2025Q2: 49,929 shares; 2025Q3: 47,654 shares; 2025Q4: 46,804 shares; 2026Q1: 47,339 shares 47,339 $1.87M 0.02% +535 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: not reported; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: 5,562 shares; 2025Q3: 13,222 shares; 2025Q4: 23,168 shares; 2026Q1: 23,206 shares 23,206 $1.84M 0.02% +38 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: 663,997 shares; 2024Q4: 798,210 shares; 2025Q1: 581,278 shares; 2025Q2: 621,048 shares; 2025Q3: 28,130 shares; 2025Q4: 29,996 shares; 2026Q1: 29,450 shares 29,450 $1.84M 0.02% -546 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,229 shares; 2024Q4: 121,465 shares; 2025Q1: 157,313 shares; 2025Q2: 182,789 shares; 2025Q3: 38,774 shares; 2025Q4: 40,132 shares; 2026Q1: 40,121 shares 40,121 $1.81M 0.02% -11 Timeline FGD 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: 17,323 shares; 2024Q4: 16,882 shares; 2025Q1: 12,347 shares; 2025Q2: 12,572 shares; 2025Q3: 12,181 shares; 2025Q4: 12,230 shares; 2026Q1: 56,293 shares 56,293 $1.8M 0.02% +44,063 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,780 shares 44,780 $1.8M 0.02% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,311 shares 59,311 $1.79M 0.02% new Timeline DFAW 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: 15,827 shares; 2026Q1: 24,033 shares 24,033 $1.77M 0.02% +8,206 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 15,352 shares; 2025Q1: 16,781 shares; 2025Q2: 15,634 shares; 2025Q3: 13,332 shares; 2025Q4: 20,779 shares; 2026Q1: 28,924 shares 28,924 $1.75M 0.02% +8,145 Timeline FLIA 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: 97,481 shares; 2024Q4: 111,982 shares; 2025Q1: 119,732 shares; 2025Q2: 128,903 shares; 2025Q3: 137,008 shares; 2025Q4: 156,475 shares; 2026Q1: 86,083 shares 86,083 $1.74M 0.02% -70,392 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: 23,225 shares; 2024Q4: 22,955 shares; 2025Q1: 25,208 shares; 2025Q2: 36,419 shares; 2025Q3: 30,901 shares; 2025Q4: 29,864 shares; 2026Q1: 43,492 shares 43,492 $1.74M 0.02% +13,628 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,350 shares; 2025Q1: 2,269 shares; 2025Q2: 2,399 shares; 2025Q3: 1,071 shares; 2025Q4: 12,618 shares; 2026Q1: 8,380 shares 8,380 $1.73M 0.02% -4,238 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 8,188 shares; 2025Q1: 8,157 shares; 2025Q2: 8,048 shares; 2025Q3: 6,612 shares; 2025Q4: 14,206 shares; 2026Q1: 15,228 shares 15,228 $1.72M 0.02% +1,022 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,852 shares; 2025Q1: 2,533 shares; 2025Q2: 3,272 shares; 2025Q3: 4,787 shares; 2025Q4: 5,280 shares; 2026Q1: 6,168 shares 6,168 $1.72M 0.02% +888 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: 3,438 shares; 2024Q4: 4,068 shares; 2025Q1: 5,082 shares; 2025Q2: 5,041 shares; 2025Q3: 5,559 shares; 2025Q4: 5,674 shares; 2026Q1: 8,042 shares 8,042 $1.72M 0.02% +2,368 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,416 shares; 2025Q3: 121,134 shares; 2025Q4: 124,134 shares; 2026Q1: 101,893 shares 101,893 $1.72M 0.02% -22,241 Timeline RDVI 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: 67,458 shares; 2024Q4: 66,937 shares; 2025Q1: 62,499 shares; 2025Q2: 17,081 shares; 2025Q3: 16,858 shares; 2025Q4: 27,615 shares; 2026Q1: 65,870 shares 65,870 $1.68M 0.02% +38,255 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: 15,336 shares; 2024Q4: 17,908 shares; 2025Q1: 4,453 shares; 2025Q2: 21,262 shares; 2025Q3: 102,311 shares; 2025Q4: 153,648 shares; 2026Q1: 15,165 shares 15,165 $1.65M 0.02% -138,483 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: 32,849 shares; 2024Q4: 32,234 shares; 2025Q1: 35,786 shares; 2025Q2: 38,180 shares; 2025Q3: 34,383 shares; 2025Q4: 33,235 shares; 2026Q1: 36,971 shares 36,971 $1.65M 0.02% +3,736 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,004 shares 54,004 $1.64M 0.02% new Timeline GOCT 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: 6,236 shares; 2024Q4: 6,583 shares; 2025Q1: not reported; 2025Q2: 43,485 shares; 2025Q3: 43,033 shares; 2025Q4: 42,892 shares; 2026Q1: 42,465 shares 42,465 $1.64M 0.02% -427 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: 23,886 shares; 2024Q4: 24,547 shares; 2025Q1: 24,179 shares; 2025Q2: 42,563 shares; 2025Q3: 37,853 shares; 2025Q4: 34,000 shares; 2026Q1: 34,846 shares 34,846 $1.64M 0.02% +846 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: 12,268 shares; 2024Q4: 13,401 shares; 2025Q1: 13,911 shares; 2025Q2: 13,469 shares; 2025Q3: 12,893 shares; 2025Q4: 21,179 shares; 2026Q1: 12,369 shares 12,369 $1.63M 0.02% -8,810 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,428 shares; 2024Q4: 30,658 shares; 2025Q1: 30,499 shares; 2025Q2: 30,424 shares; 2025Q3: 26,273 shares; 2025Q4: 23,673 shares; 2026Q1: 23,323 shares 23,323 $1.63M 0.02% -350 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: 31,817 shares; 2024Q4: 32,263 shares; 2025Q1: 31,687 shares; 2025Q2: 30,016 shares; 2025Q3: 41,213 shares; 2025Q4: 39,926 shares; 2026Q1: 38,109 shares 38,109 $1.63M 0.02% -1,817 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 957 shares; 2025Q1: 1,244 shares; 2025Q2: 1,201 shares; 2025Q3: 2,499 shares; 2025Q4: 3,123 shares; 2026Q1: 2,963 shares 2,963 $1.63M 0.02% -160 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,602 shares; 2025Q4: 21,682 shares; 2026Q1: 30,621 shares 30,621 $1.61M 0.02% +8,939 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: 22,650 shares; 2024Q4: 27,477 shares; 2025Q1: 32,048 shares; 2025Q2: 34,319 shares; 2025Q3: 35,828 shares; 2025Q4: 35,873 shares; 2026Q1: 36,777 shares 36,777 $1.61M 0.02% +904 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,790 shares; 2026Q1: 96,757 shares 96,757 $1.61M 0.02% -43,033 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,661 shares; 2025Q1: 2,688 shares; 2025Q2: 2,783 shares; 2025Q3: 2,696 shares; 2025Q4: 4,002 shares; 2026Q1: 3,750 shares 3,750 $1.6M 0.02% -252 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: 66,741 shares; 2024Q4: 76,527 shares; 2025Q1: 100,002 shares; 2025Q2: 101,052 shares; 2025Q3: 18,774 shares; 2025Q4: 16,480 shares; 2026Q1: 20,566 shares 20,566 $1.59M 0.02% +4,086 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,090 shares; 2025Q1: 4,310 shares; 2025Q2: 4,343 shares; 2025Q3: 11,976 shares; 2025Q4: 21,137 shares; 2026Q1: 21,673 shares 21,673 $1.58M 0.02% +536 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,603 shares; 2025Q1: 1,700 shares; 2025Q2: 2,204 shares; 2025Q3: 2,102 shares; 2025Q4: 2,222 shares; 2026Q1: 2,261 shares 2,261 $1.54M 0.02% +39 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 3,763 shares; 2025Q1: 3,460 shares; 2025Q2: 3,560 shares; 2025Q3: 3,805 shares; 2025Q4: 3,620 shares; 2026Q1: 4,296 shares 4,296 $1.54M 0.02% +676 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,771 shares; 2024Q4: 198,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,423 shares; 2025Q4: 23,721 shares; 2026Q1: 25,909 shares 25,909 $1.51M 0.02% +2,188 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,762 shares; 2025Q1: 29,705 shares; 2025Q2: 27,429 shares; 2025Q3: 55,589 shares; 2025Q4: 55,460 shares; 2026Q1: 42,867 shares 42,867 $1.51M 0.02% -12,593 Timeline SCHQ 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: 26,166 shares; 2024Q4: 30,804 shares; 2025Q1: 33,356 shares; 2025Q2: 36,272 shares; 2025Q3: 38,771 shares; 2025Q4: 43,844 shares; 2026Q1: 47,753 shares 47,753 $1.5M 0.02% +3,909 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: 2,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 1,530 shares; 2025Q4: 2,184 shares; 2026Q1: 3,818 shares 3,818 $1.5M 0.02% +1,634 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 8,806 shares; 2026Q1: 8,845 shares 8,845 $1.5M 0.02% +39 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 17,241 shares; 2026Q1: 17,980 shares 17,980 $1.48M 0.02% +739 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: 4,529 shares; 2024Q4: 4,355 shares; 2025Q1: 4,452 shares; 2025Q2: 5,002 shares; 2025Q3: 5,805 shares; 2025Q4: 7,153 shares; 2026Q1: 7,254 shares 7,254 $1.47M 0.02% +101 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,212 shares 55,212 $1.47M 0.02% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,055 shares; 2024Q4: 33,433 shares; 2025Q1: 33,296 shares; 2025Q2: 32,844 shares; 2025Q3: 29,199 shares; 2025Q4: 26,269 shares; 2026Q1: 25,725 shares 25,725 $1.47M 0.02% -544 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,190 shares; 2025Q3: 16,288 shares; 2025Q4: 16,401 shares; 2026Q1: 20,987 shares 20,987 $1.46M 0.02% +4,586 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: 2,263 shares; 2025Q1: 1,789 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 8,812 shares 8,812 $1.44M 0.02% +4,963 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,006 shares; 2025Q1: 5,040 shares; 2025Q2: 5,031 shares; 2025Q3: 5,727 shares; 2025Q4: 5,760 shares; 2026Q1: 5,748 shares 5,748 $1.44M 0.02% -12 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,898 shares; 2024Q4: 41,381 shares; 2025Q1: 41,261 shares; 2025Q2: 40,199 shares; 2025Q3: 33,245 shares; 2025Q4: 31,720 shares; 2026Q1: 31,338 shares 31,338 $1.44M 0.02% -382 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259,220 shares; 2025Q4: 141,421 shares; 2026Q1: 15,603 shares 15,603 $1.43M 0.02% -125,818 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 10,750 shares; 2025Q4: not reported; 2026Q1: 11,817 shares 11,817 $1.41M 0.02% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,260 shares 79,260 $1.41M 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,270 shares; 2025Q1: 18,853 shares; 2025Q2: 21,183 shares; 2025Q3: 30,512 shares; 2025Q4: 53,548 shares; 2026Q1: 55,500 shares 55,500 $1.39M 0.02% +1,952 Timeline SECT 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: 9,317 shares; 2024Q4: 16,831 shares; 2025Q1: 13,729 shares; 2025Q2: 10,961 shares; 2025Q3: 22,367 shares; 2025Q4: 31,281 shares; 2026Q1: 22,899 shares 22,899 $1.38M 0.02% -8,382 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: 23,528 shares; 2024Q4: 23,074 shares; 2025Q1: 18,865 shares; 2025Q2: 17,207 shares; 2025Q3: 14,928 shares; 2025Q4: 13,412 shares; 2026Q1: 14,692 shares 14,692 $1.38M 0.02% +1,280 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: 378,301 shares; 2024Q4: 419,665 shares; 2025Q1: 238,795 shares; 2025Q2: 263,198 shares; 2025Q3: 108,569 shares; 2025Q4: 53,362 shares; 2026Q1: 15,911 shares 15,911 $1.38M 0.02% -37,451 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: 23,028 shares; 2024Q4: 21,156 shares; 2025Q1: 18,570 shares; 2025Q2: 20,093 shares; 2025Q3: 15,790 shares; 2025Q4: 14,585 shares; 2026Q1: 15,298 shares 15,298 $1.37M 0.02% +713 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,905 shares; 2025Q4: 49,805 shares; 2026Q1: 55,590 shares 55,590 $1.35M 0.02% +5,785 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,271 shares; 2025Q4: 37,740 shares; 2026Q1: 34,400 shares 34,400 $1.34M 0.02% -3,340 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: 17,536 shares; 2024Q4: 31,271 shares; 2025Q1: 59,612 shares; 2025Q2: 16,065 shares; 2025Q3: 20,041 shares; 2025Q4: 19,143 shares; 2026Q1: 26,749 shares 26,749 $1.34M 0.02% +7,606 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: 185,956 shares; 2024Q4: 201,495 shares; 2025Q1: 6,623 shares; 2025Q2: 20,099 shares; 2025Q3: 12,250 shares; 2025Q4: 16,457 shares; 2026Q1: 16,241 shares 16,241 $1.33M 0.02% -216 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,139 shares; 2026Q1: 29,149 shares 29,149 $1.32M 0.02% +10,010 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 6,299 shares; 2025Q4: 17,562 shares; 2026Q1: 18,977 shares 18,977 $1.32M 0.02% +1,415 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,136 shares; 2025Q1: 1,032 shares; 2025Q2: 1,126 shares; 2025Q3: 1,099 shares; 2025Q4: 1,065 shares; 2026Q1: 3,466 shares 3,466 $1.32M 0.02% +2,401 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,293 shares; 2024Q4: 24,208 shares; 2025Q1: 22,496 shares; 2025Q2: 21,462 shares; 2025Q3: 21,441 shares; 2025Q4: 36,280 shares; 2026Q1: 32,451 shares 32,451 $1.31M 0.02% -3,829 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,079 shares; 2024Q4: 40,955 shares; 2025Q1: 39,583 shares; 2025Q2: 39,543 shares; 2025Q3: 29,018 shares; 2025Q4: 29,722 shares; 2026Q1: 31,795 shares 31,795 $1.31M 0.02% +2,073 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: 12,850 shares; 2024Q4: 11,781 shares; 2025Q1: 8,712 shares; 2025Q2: 3,183 shares; 2025Q3: 7,278 shares; 2025Q4: 10,016 shares; 2026Q1: 10,179 shares 10,179 $1.3M 0.02% +163 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,834 shares; 2025Q4: 40,202 shares; 2026Q1: 47,735 shares 47,735 $1.3M 0.02% +7,533 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: not reported; 2025Q1: 33,405 shares; 2025Q2: 69,915 shares; 2025Q3: 15,114 shares; 2025Q4: 169,981 shares; 2026Q1: 189,817 shares 189,817 $1.3M 0.02% +19,836 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: 20,007 shares; 2024Q4: 21,032 shares; 2025Q1: 24,160 shares; 2025Q2: 23,236 shares; 2025Q3: 31,499 shares; 2025Q4: 26,979 shares; 2026Q1: 27,026 shares 27,026 $1.3M 0.02% +47 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,821 shares; 2025Q4: 17,634 shares; 2026Q1: 18,598 shares 18,598 $1.29M 0.02% +964 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,557 shares; 2024Q4: 26,234 shares; 2025Q1: 27,468 shares; 2025Q2: 24,177 shares; 2025Q3: 24,365 shares; 2025Q4: 25,573 shares; 2026Q1: 26,025 shares 26,025 $1.29M 0.02% +452 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: 82,853 shares; 2024Q4: 118,998 shares; 2025Q1: 74,963 shares; 2025Q2: 76,044 shares; 2025Q3: 39,228 shares; 2025Q4: 38,389 shares; 2026Q1: 45,730 shares 45,730 $1.28M 0.02% +7,341 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,342 shares; 2025Q4: 12,285 shares; 2026Q1: 12,363 shares 12,363 $1.28M 0.02% +78 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: not reported; 2024Q4: 10,074 shares; 2025Q1: 15,100 shares; 2025Q2: 60,836 shares; 2025Q3: 60,215 shares; 2025Q4: 8,807 shares; 2026Q1: 12,248 shares 12,248 $1.27M 0.02% +3,441 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: 2,893 shares; 2024Q4: 4,209 shares; 2025Q1: 4,207 shares; 2025Q2: 6,032 shares; 2025Q3: 5,863 shares; 2025Q4: 5,519 shares; 2026Q1: 5,505 shares 5,505 $1.27M 0.02% -14 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: 4,034 shares; 2024Q4: 16,057 shares; 2025Q1: 15,093 shares; 2025Q2: 18,327 shares; 2025Q3: 36,449 shares; 2025Q4: 35,902 shares; 2026Q1: 41,337 shares 41,337 $1.26M 0.02% +5,435 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,210 shares; 2025Q1: 4,628 shares; 2025Q2: 4,260 shares; 2025Q3: 13,274 shares; 2025Q4: 15,026 shares; 2026Q1: 16,287 shares 16,287 $1.26M 0.02% +1,261 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: not reported; 2024Q4: not reported; 2025Q1: 11,923 shares; 2025Q2: 32,365 shares; 2025Q3: 39,151 shares; 2025Q4: 43,420 shares; 2026Q1: 51,458 shares 51,458 $1.26M 0.02% +8,038 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,249 shares; 2025Q4: 22,395 shares; 2026Q1: 29,782 shares 29,782 $1.25M 0.02% +7,387 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 14,708 shares; 2025Q1: 28,391 shares; 2025Q2: 34,571 shares; 2025Q3: 32,543 shares; 2025Q4: 39,139 shares; 2026Q1: 44,198 shares 44,198 $1.24M 0.02% +5,059 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: 22,758 shares; 2024Q4: 31,132 shares; 2025Q1: 81,028 shares; 2025Q2: 18,087 shares; 2025Q3: 31,888 shares; 2025Q4: 25,357 shares; 2026Q1: 22,717 shares 22,717 $1.24M 0.02% -2,640 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,403 shares; 2024Q4: 12,120 shares; 2025Q1: 11,203 shares; 2025Q2: 27,282 shares; 2025Q3: 33,903 shares; 2025Q4: 39,022 shares; 2026Q1: 56,918 shares 56,918 $1.23M 0.02% +17,896 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: 3,042 shares; 2024Q4: 8,613 shares; 2025Q1: 21,267 shares; 2025Q2: 24,981 shares; 2025Q3: 43,443 shares; 2025Q4: 41,933 shares; 2026Q1: 39,799 shares 39,799 $1.23M 0.02% -2,134 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 4,063 shares; 2025Q1: 9,440 shares; 2025Q2: 72,306 shares; 2025Q3: 63,301 shares; 2025Q4: 24,702 shares; 2026Q1: 21,351 shares 21,351 $1.23M 0.02% -3,351 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,765 shares 72,765 $1.22M 0.02% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,658 shares; 2025Q4: 46,528 shares; 2026Q1: 51,519 shares 51,519 $1.22M 0.02% +4,991 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,388 shares; 2025Q1: 2,529 shares; 2025Q2: 2,711 shares; 2025Q3: 3,125 shares; 2025Q4: 2,608 shares; 2026Q1: 3,526 shares 3,526 $1.21M 0.02% +918 Timeline IBHG ISHARES 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: 23,465 shares; 2026Q1: 54,452 shares 54,452 $1.21M 0.01% +30,987 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: 13,844 shares; 2024Q4: 22,031 shares; 2025Q1: 22,324 shares; 2025Q2: 13,639 shares; 2025Q3: 19,697 shares; 2025Q4: 14,757 shares; 2026Q1: 15,359 shares 15,359 $1.2M 0.01% +602 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,897 shares; 2026Q1: 25,545 shares 25,545 $1.2M 0.01% +17,648 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: 7,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,426 shares; 2025Q4: 4,865 shares; 2026Q1: 24,805 shares 24,805 $1.2M 0.01% +19,940 Timeline GNOV 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: 30,885 shares; 2025Q3: 30,805 shares; 2025Q4: 29,819 shares; 2026Q1: 30,679 shares 30,679 $1.19M 0.01% +860 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: 24,396 shares; 2024Q4: 26,486 shares; 2025Q1: 25,556 shares; 2025Q2: 23,951 shares; 2025Q3: 31,114 shares; 2025Q4: 27,805 shares; 2026Q1: 27,498 shares 27,498 $1.18M 0.01% -307 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: 2,011 shares; 2024Q4: 2,075 shares; 2025Q1: 4,413 shares; 2025Q2: 4,460 shares; 2025Q3: 3,817 shares; 2025Q4: 3,787 shares; 2026Q1: 4,108 shares 4,108 $1.18M 0.01% +321 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: 1,232 shares; 2026Q1: 1,850 shares 1,850 $1.18M 0.01% +618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,286 shares; 2025Q4: 26,810 shares; 2026Q1: 27,239 shares 27,239 $1.17M 0.01% +429 Timeline FDEC 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: 19,710 shares; 2025Q3: 18,814 shares; 2025Q4: 23,851 shares; 2026Q1: 23,587 shares 23,587 $1.17M 0.01% -264 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 100,621 shares; 2025Q4: 56,464 shares; 2026Q1: 64,059 shares 64,059 $1.17M 0.01% +7,595 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: 2,065 shares; 2024Q4: 2,414 shares; 2025Q1: 2,708 shares; 2025Q2: 3,146 shares; 2025Q3: 3,544 shares; 2025Q4: 3,838 shares; 2026Q1: 3,976 shares 3,976 $1.16M 0.01% +138 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: 6,954 shares; 2024Q4: 7,541 shares; 2025Q1: 13,846 shares; 2025Q2: 11,270 shares; 2025Q3: 11,770 shares; 2025Q4: 10,865 shares; 2026Q1: 8,728 shares 8,728 $1.14M 0.01% -2,137 Timeline TAXF 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: 5,522 shares; 2024Q4: 5,404 shares; 2025Q1: 6,204 shares; 2025Q2: 9,171 shares; 2025Q3: 10,703 shares; 2025Q4: 18,835 shares; 2026Q1: 22,843 shares 22,843 $1.14M 0.01% +4,008 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 9,874 shares; 2025Q1: 12,417 shares; 2025Q2: 18,131 shares; 2025Q3: 21,218 shares; 2025Q4: 37,710 shares; 2026Q1: 45,816 shares 45,816 $1.14M 0.01% +8,106 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 17,166 shares 17,166 $1.14M 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,371 shares; 2024Q4: 20,851 shares; 2025Q1: 14,535 shares; 2025Q2: 14,187 shares; 2025Q3: 13,421 shares; 2025Q4: 11,664 shares; 2026Q1: 12,268 shares 12,268 $1.14M 0.01% +604 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,803 shares; 2025Q4: 58,815 shares; 2026Q1: 65,905 shares 65,905 $1.13M 0.01% +7,090 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,676 shares; 2024Q4: 51,647 shares; 2025Q1: 53,851 shares; 2025Q2: 61,528 shares; 2025Q3: 60,799 shares; 2025Q4: 76,159 shares; 2026Q1: 65,803 shares 65,803 $1.13M 0.01% -10,356 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 8,994 shares; 2025Q1: 9,034 shares; 2025Q2: 8,698 shares; 2025Q3: 9,485 shares; 2025Q4: 8,546 shares; 2026Q1: 9,483 shares 9,483 $1.12M 0.01% +937 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: 31,071 shares; 2024Q4: 31,928 shares; 2025Q1: 29,972 shares; 2025Q2: 26,478 shares; 2025Q3: 20,230 shares; 2025Q4: 22,709 shares; 2026Q1: 25,388 shares 25,388 $1.12M 0.01% +2,679 Timeline FXED TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,122 shares; 2025Q3: 70,033 shares; 2025Q4: 64,950 shares; 2026Q1: 64,822 shares 64,822 $1.12M 0.01% -128 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 12,246 shares; 2025Q2: 13,902 shares; 2025Q3: 21,150 shares; 2025Q4: 26,225 shares; 2026Q1: 30,764 shares 30,764 $1.11M 0.01% +4,539 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,871 shares; 2025Q1: 1,867 shares; 2025Q2: 2,195 shares; 2025Q3: 2,449 shares; 2025Q4: 2,761 shares; 2026Q1: 2,712 shares 2,712 $1.11M 0.01% -49 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: 7,856 shares; 2024Q4: 8,058 shares; 2025Q1: 8,609 shares; 2025Q2: 9,802 shares; 2025Q3: 9,478 shares; 2025Q4: 8,804 shares; 2026Q1: 9,303 shares 9,303 $1.1M 0.01% +499 Timeline