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: 138,731 shares; 2024Q4: 143,020 shares; 2025Q1: 371,873 shares; 2025Q2: 197,471 shares; 2025Q3: 197,730 shares; 2025Q4: 197,046 shares; 2026Q1: 207,500 shares 207,500 $136M 3.14% +10,454 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: 160,499 shares; 2024Q4: 159,157 shares; 2025Q1: 275,656 shares; 2025Q2: 135,236 shares; 2025Q3: 133,082 shares; 2025Q4: 141,906 shares; 2026Q1: 193,223 shares 193,223 $126M 2.92% +51,317 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: 548,456 shares; 2024Q4: 554,003 shares; 2025Q1: 1,205,445 shares; 2025Q2: 560,626 shares; 2025Q3: 549,626 shares; 2025Q4: 573,795 shares; 2026Q1: 1,143,557 shares 1,143,557 $106M 2.46% +569,762 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: 363,427 shares; 2024Q4: 357,122 shares; 2025Q1: 761,711 shares; 2025Q2: 363,986 shares; 2025Q3: 357,070 shares; 2025Q4: 362,878 shares; 2026Q1: 731,384 shares 731,384 $104M 2.42% +368,506 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: 60,392 shares; 2024Q4: 59,077 shares; 2025Q1: 139,905 shares; 2025Q2: 80,553 shares; 2025Q3: 86,173 shares; 2025Q4: 107,407 shares; 2026Q1: 120,886 shares 120,886 $72.2M 1.68% +13,479 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,095 shares; 2024Q4: 537,619 shares; 2025Q1: 1,137,015 shares; 2025Q2: 563,584 shares; 2025Q3: 681,148 shares; 2025Q4: 720,441 shares; 2026Q1: 1,320,952 shares 1,320,952 $64.5M 1.5% +600,511 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,052 shares; 2024Q4: 105,967 shares; 2025Q1: 227,921 shares; 2025Q2: 130,645 shares; 2025Q3: 134,444 shares; 2025Q4: 156,881 shares; 2026Q1: 170,528 shares 170,528 $63.2M 1.47% +13,647 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: 279,979 shares; 2024Q4: 298,308 shares; 2025Q1: 819,211 shares; 2025Q2: 535,746 shares; 2025Q3: 542,976 shares; 2025Q4: 552,035 shares; 2026Q1: 703,341 shares 703,341 $53.8M 1.25% +151,306 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: 183,254 shares; 2024Q4: 161,066 shares; 2025Q1: 469,567 shares; 2025Q2: 236,784 shares; 2025Q3: 202,248 shares; 2025Q4: 200,004 shares; 2026Q1: 189,739 shares 189,739 $48.2M 1.12% -10,265 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: 64,164 shares; 2024Q4: 64,680 shares; 2025Q1: 211,717 shares; 2025Q2: 148,919 shares; 2025Q3: 149,196 shares; 2025Q4: 97,497 shares; 2026Q1: 152,404 shares 152,404 $43.7M 1.01% +54,907 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,745 shares; 2024Q4: 309,492 shares; 2025Q1: 823,942 shares; 2025Q2: 470,976 shares; 2025Q3: 483,513 shares; 2025Q4: 475,258 shares; 2026Q1: 463,067 shares 463,067 $40.1M 0.93% -12,191 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,437 shares; 2025Q2: 716,366 shares; 2025Q3: 746,322 shares; 2025Q4: 826,781 shares; 2026Q1: 850,637 shares 850,637 $39.5M 0.92% +23,856 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,266 shares; 2024Q4: 183,242 shares; 2025Q1: 722,153 shares; 2025Q2: 540,649 shares; 2025Q3: 559,749 shares; 2025Q4: 565,029 shares; 2026Q1: 856,734 shares 856,734 $37.3M 0.87% +291,705 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: 83,056 shares; 2024Q4: 85,078 shares; 2025Q1: 225,853 shares; 2025Q2: 121,719 shares; 2025Q3: 100,406 shares; 2025Q4: 102,806 shares; 2026Q1: 100,681 shares 100,681 $37.3M 0.86% -2,125 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,055 shares; 2024Q4: 356,647 shares; 2025Q1: 793,337 shares; 2025Q2: 403,459 shares; 2025Q3: 417,045 shares; 2025Q4: 443,441 shares; 2026Q1: 465,482 shares 465,482 $36.8M 0.85% +22,041 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: 554,431 shares; 2024Q4: 595,459 shares; 2025Q1: 1,375,060 shares; 2025Q2: 723,650 shares; 2025Q3: 723,416 shares; 2025Q4: 755,317 shares; 2026Q1: 771,055 shares 771,055 $35.2M 0.82% +15,738 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: 224,102 shares; 2024Q4: 224,960 shares; 2025Q1: 527,193 shares; 2025Q2: 253,487 shares; 2025Q3: 234,019 shares; 2025Q4: 247,429 shares; 2026Q1: 381,592 shares 381,592 $34.5M 0.8% +134,163 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: 66,203 shares; 2024Q4: 60,348 shares; 2025Q1: 156,229 shares; 2025Q2: 78,832 shares; 2025Q3: 65,696 shares; 2025Q4: 68,980 shares; 2026Q1: 58,980 shares 58,980 $34M 0.79% -10,000 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: 352,226 shares; 2024Q4: 347,765 shares; 2025Q1: 708,585 shares; 2025Q2: 360,206 shares; 2025Q3: 369,813 shares; 2025Q4: 388,839 shares; 2026Q1: 435,277 shares 435,277 $33.6M 0.78% +46,438 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: 49,363 shares; 2024Q4: 48,930 shares; 2025Q1: 120,920 shares; 2025Q2: 74,897 shares; 2025Q3: 73,325 shares; 2025Q4: 69,141 shares; 2026Q1: 69,875 shares 69,875 $33.5M 0.78% +734 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: 527,759 shares; 2024Q4: 521,412 shares; 2025Q1: 1,127,396 shares; 2025Q2: 562,442 shares; 2025Q3: 567,713 shares; 2025Q4: 587,548 shares; 2026Q1: 591,221 shares 591,221 $33.5M 0.78% +3,673 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: 194,117 shares; 2024Q4: 222,942 shares; 2025Q1: 442,246 shares; 2025Q2: 259,898 shares; 2025Q3: 189,712 shares; 2025Q4: 195,983 shares; 2026Q1: 187,638 shares 187,638 $32.7M 0.76% -8,345 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,160 shares; 2024Q4: 498,694 shares; 2025Q1: 1,449,245 shares; 2025Q2: 946,990 shares; 2025Q3: 968,915 shares; 2025Q4: 992,462 shares; 2026Q1: 998,515 shares 998,515 $32.4M 0.75% +6,053 Timeline HISF 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: 279,920 shares; 2025Q4: 440,757 shares; 2026Q1: 701,803 shares 701,803 $31.1M 0.72% +261,046 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: 80,485 shares; 2024Q4: 85,546 shares; 2025Q1: 336,562 shares; 2025Q2: 212,733 shares; 2025Q3: 195,832 shares; 2025Q4: 188,743 shares; 2026Q1: 181,116 shares 181,116 $30.7M 0.71% -7,627 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,169 shares; 2024Q4: 462,693 shares; 2025Q1: 921,926 shares; 2025Q2: 634,967 shares; 2025Q3: 634,849 shares; 2025Q4: 631,222 shares; 2026Q1: 623,669 shares 623,669 $30.5M 0.71% -7,553 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: 280,016 shares; 2024Q4: 317,709 shares; 2025Q1: 590,267 shares; 2025Q2: 319,743 shares; 2025Q3: 319,383 shares; 2025Q4: 326,689 shares; 2026Q1: 302,619 shares 302,619 $29.6M 0.69% -24,070 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: 349,853 shares; 2024Q4: 377,854 shares; 2025Q1: 1,234,855 shares; 2025Q2: 904,105 shares; 2025Q3: 964,157 shares; 2025Q4: 991,804 shares; 2026Q1: 1,014,637 shares 1,014,637 $29.5M 0.68% +22,833 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: 296,356 shares; 2024Q4: 303,404 shares; 2025Q1: 778,064 shares; 2025Q2: 552,460 shares; 2025Q3: 311,640 shares; 2025Q4: 328,964 shares; 2026Q1: 457,832 shares 457,832 $29.3M 0.68% +128,868 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,932 shares; 2024Q4: 490,163 shares; 2025Q1: 983,063 shares; 2025Q2: 502,761 shares; 2025Q3: 513,036 shares; 2025Q4: 544,835 shares; 2026Q1: 581,180 shares 581,180 $28.2M 0.65% +36,345 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: 66,469 shares; 2024Q4: 1,206,424 shares; 2025Q1: 160,165 shares; 2025Q2: 96,823 shares; 2025Q3: 102,324 shares; 2025Q4: 151,525 shares; 2026Q1: 273,696 shares 273,696 $27.6M 0.64% +122,171 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: 557,699 shares; 2024Q4: 565,622 shares; 2025Q1: 1,178,972 shares; 2025Q2: 589,951 shares; 2025Q3: 594,422 shares; 2025Q4: 579,442 shares; 2026Q1: 634,594 shares 634,594 $24.7M 0.57% +55,152 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: 305,495 shares; 2024Q4: 333,695 shares; 2025Q1: 671,487 shares; 2025Q2: 316,538 shares; 2025Q3: 295,181 shares; 2025Q4: 261,638 shares; 2026Q1: 253,091 shares 253,091 $24.5M 0.57% -8,547 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: 141,765 shares; 2024Q4: 150,168 shares; 2025Q1: 326,699 shares; 2025Q2: 178,182 shares; 2025Q3: 184,783 shares; 2025Q4: 211,406 shares; 2026Q1: 245,840 shares 245,840 $23.9M 0.55% +34,434 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: 277,102 shares; 2025Q1: 574,404 shares; 2025Q2: 298,528 shares; 2025Q3: 308,342 shares; 2025Q4: 299,530 shares; 2026Q1: 330,301 shares 330,301 $23.8M 0.55% +30,771 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: 71,289 shares; 2024Q4: 69,771 shares; 2025Q1: 141,046 shares; 2025Q2: 69,955 shares; 2025Q3: 68,708 shares; 2025Q4: 69,522 shares; 2026Q1: 72,032 shares 72,032 $23.1M 0.54% +2,510 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: 76,391 shares; 2024Q4: 81,667 shares; 2025Q1: 201,133 shares; 2025Q2: 107,232 shares; 2025Q3: 93,210 shares; 2025Q4: 96,501 shares; 2026Q1: 247,564 shares 247,564 $22.7M 0.53% +151,063 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: 53,324 shares; 2024Q4: 69,146 shares; 2025Q1: 220,503 shares; 2025Q2: 116,894 shares; 2025Q3: 106,753 shares; 2025Q4: 110,120 shares; 2026Q1: 116,775 shares 116,775 $22.4M 0.52% +6,655 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,384 shares; 2024Q4: 596,418 shares; 2025Q1: 1,295,413 shares; 2025Q2: 771,867 shares; 2025Q3: 1,188,986 shares; 2025Q4: 1,201,039 shares; 2026Q1: 554,586 shares 554,586 $22.3M 0.52% -646,453 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: 117,264 shares; 2024Q4: 106,153 shares; 2025Q1: 267,396 shares; 2025Q2: 132,646 shares; 2025Q3: 106,965 shares; 2025Q4: 107,925 shares; 2026Q1: 105,200 shares 105,200 $21.9M 0.51% -2,725 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: 58,729 shares; 2024Q4: 57,993 shares; 2025Q1: 129,836 shares; 2025Q2: 83,188 shares; 2025Q3: 71,579 shares; 2025Q4: 71,334 shares; 2026Q1: 73,064 shares 73,064 $21.5M 0.5% +1,730 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 8,419 shares; 2025Q1: 70,519 shares; 2025Q2: 565,462 shares; 2025Q3: 814,646 shares; 2025Q4: 828,480 shares; 2026Q1: 500,476 shares 500,476 $21.3M 0.49% -328,004 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: 63,628 shares; 2024Q4: 61,943 shares; 2025Q1: 159,105 shares; 2025Q2: 108,346 shares; 2025Q3: 87,233 shares; 2025Q4: 83,349 shares; 2026Q1: 73,932 shares 73,932 $21.3M 0.49% -9,417 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: 82,708 shares; 2024Q4: 75,194 shares; 2025Q1: 161,441 shares; 2025Q2: 87,857 shares; 2025Q3: 81,881 shares; 2025Q4: 83,763 shares; 2026Q1: 73,888 shares 73,888 $21.2M 0.49% -9,875 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: 354,451 shares; 2024Q4: 366,118 shares; 2025Q1: 1,030,148 shares; 2025Q2: 637,452 shares; 2025Q3: 661,842 shares; 2025Q4: 667,814 shares; 2026Q1: 698,064 shares 698,064 $21M 0.49% +30,250 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 954,963 shares; 2025Q2: 468,914 shares; 2025Q3: 478,894 shares; 2025Q4: 496,630 shares; 2026Q1: 498,791 shares 498,791 $20.4M 0.47% +2,161 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: 302,694 shares; 2024Q4: 327,372 shares; 2025Q1: 708,671 shares; 2025Q2: 357,982 shares; 2025Q3: 368,785 shares; 2025Q4: 394,991 shares; 2026Q1: 411,006 shares 411,006 $19.9M 0.46% +16,015 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: 443,878 shares; 2024Q4: 460,885 shares; 2025Q1: 1,308,854 shares; 2025Q2: 794,108 shares; 2025Q3: 865,293 shares; 2025Q4: 866,033 shares; 2026Q1: 855,364 shares 855,364 $19.6M 0.45% -10,669 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,227 shares; 2024Q4: 110,446 shares; 2025Q1: 246,156 shares; 2025Q2: 110,021 shares; 2025Q3: 104,834 shares; 2025Q4: 107,632 shares; 2026Q1: 213,922 shares 213,922 $19.5M 0.45% +106,290 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,927 shares; 2024Q4: 235,546 shares; 2025Q1: 529,914 shares; 2025Q2: 280,444 shares; 2025Q3: 287,984 shares; 2025Q4: 313,662 shares; 2026Q1: 326,197 shares 326,197 $19.3M 0.45% +12,535 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,127 shares; 2024Q4: 154,166 shares; 2025Q1: 437,323 shares; 2025Q2: 328,629 shares; 2025Q3: 375,703 shares; 2025Q4: 440,774 shares; 2026Q1: 386,858 shares 386,858 $19.1M 0.44% -53,916 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: 109,840 shares; 2024Q4: 113,059 shares; 2025Q1: 332,353 shares; 2025Q2: 250,701 shares; 2025Q3: 269,698 shares; 2025Q4: 282,483 shares; 2026Q1: 305,486 shares 305,486 $18.7M 0.43% +23,003 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: 122,065 shares; 2024Q4: 127,620 shares; 2025Q1: 365,742 shares; 2025Q2: 266,237 shares; 2025Q3: 271,935 shares; 2025Q4: 272,274 shares; 2026Q1: 269,459 shares 269,459 $18.4M 0.43% -2,815 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: 36,665 shares; 2024Q4: 39,362 shares; 2025Q1: 107,225 shares; 2025Q2: 61,217 shares; 2025Q3: 92,166 shares; 2025Q4: 91,810 shares; 2026Q1: 88,781 shares 88,781 $18.4M 0.43% -3,029 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: 236,847 shares; 2024Q4: 265,219 shares; 2025Q1: 729,224 shares; 2025Q2: 393,565 shares; 2025Q3: 335,345 shares; 2025Q4: 329,617 shares; 2026Q1: 349,101 shares 349,101 $17.6M 0.41% +19,484 Timeline DFSV 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: 470,490 shares; 2024Q4: 470,177 shares; 2025Q1: 937,554 shares; 2025Q2: 484,377 shares; 2025Q3: 483,817 shares; 2025Q4: 492,987 shares; 2026Q1: 486,035 shares 486,035 $17M 0.4% -6,952 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,324 shares; 2024Q4: 17,127 shares; 2025Q1: 52,679 shares; 2025Q2: 291,828 shares; 2025Q3: 283,065 shares; 2025Q4: 267,504 shares; 2026Q1: 245,228 shares 245,228 $16.7M 0.39% -22,276 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: 54,069 shares; 2024Q4: 50,152 shares; 2025Q1: 159,336 shares; 2025Q2: 80,749 shares; 2025Q3: 67,267 shares; 2025Q4: 56,179 shares; 2026Q1: 51,899 shares 51,899 $16.1M 0.37% -4,280 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: 24,852 shares; 2024Q4: 54,889 shares; 2025Q1: 145,729 shares; 2025Q2: 73,669 shares; 2025Q3: 81,541 shares; 2025Q4: 87,152 shares; 2026Q1: 98,714 shares 98,714 $15.8M 0.37% +11,562 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,492 shares; 2024Q4: 248,912 shares; 2025Q1: 930,808 shares; 2025Q2: 663,387 shares; 2025Q3: 446,538 shares; 2025Q4: 440,475 shares; 2026Q1: 635,772 shares 635,772 $15.7M 0.37% +195,297 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: 176,270 shares; 2024Q4: 185,456 shares; 2025Q1: 522,497 shares; 2025Q2: 354,456 shares; 2025Q3: 320,264 shares; 2025Q4: 271,578 shares; 2026Q1: 249,363 shares 249,363 $15.6M 0.36% -22,215 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: 34,250 shares; 2024Q4: 35,716 shares; 2025Q1: 108,630 shares; 2025Q2: 50,831 shares; 2025Q3: 33,602 shares; 2025Q4: 35,298 shares; 2026Q1: 35,438 shares 35,438 $15.5M 0.36% +140 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,433 shares; 2024Q4: 69,473 shares; 2025Q1: 279,309 shares; 2025Q2: 243,851 shares; 2025Q3: 304,089 shares; 2025Q4: 337,607 shares; 2026Q1: 324,347 shares 324,347 $14.9M 0.35% -13,260 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: 84,118 shares; 2024Q4: 85,316 shares; 2025Q1: 206,059 shares; 2025Q2: 130,449 shares; 2025Q3: 118,393 shares; 2025Q4: 115,502 shares; 2026Q1: 156,532 shares 156,532 $14.9M 0.34% +41,030 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,348 shares; 2024Q4: 93,138 shares; 2025Q1: 328,029 shares; 2025Q2: 247,068 shares; 2025Q3: 249,520 shares; 2025Q4: 250,269 shares; 2026Q1: 243,531 shares 243,531 $14.7M 0.34% -6,738 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: 40,497 shares; 2024Q4: 89,367 shares; 2025Q1: 348,440 shares; 2025Q2: 321,075 shares; 2025Q3: 310,352 shares; 2025Q4: 452,539 shares; 2026Q1: 589,687 shares 589,687 $14.6M 0.34% +137,148 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: 231,243 shares; 2024Q4: 233,664 shares; 2025Q1: 528,780 shares; 2025Q2: 285,816 shares; 2025Q3: 187,738 shares; 2025Q4: 218,305 shares; 2026Q1: 247,324 shares 247,324 $14M 0.33% +29,019 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: 960,120 shares; 2024Q4: 924,290 shares; 2025Q1: 1,936,840 shares; 2025Q2: 888,086 shares; 2025Q3: 869,928 shares; 2025Q4: 720,082 shares; 2026Q1: 572,315 shares 572,315 $14M 0.32% -147,767 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 154,463 shares; 2025Q4: 158,824 shares; 2026Q1: 180,534 shares 180,534 $13.6M 0.32% +21,710 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: 316,105 shares; 2024Q4: 341,429 shares; 2025Q1: 714,038 shares; 2025Q2: 365,684 shares; 2025Q3: 375,745 shares; 2025Q4: 361,461 shares; 2026Q1: 381,794 shares 381,794 $13.6M 0.31% +20,333 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: 235,707 shares; 2024Q4: 259,887 shares; 2025Q1: 537,638 shares; 2025Q2: 298,513 shares; 2025Q3: 256,424 shares; 2025Q4: 273,704 shares; 2026Q1: 280,768 shares 280,768 $13.2M 0.31% +7,064 Timeline ALTL 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: 346,483 shares; 2024Q4: 341,383 shares; 2025Q1: 827,295 shares; 2025Q2: 419,791 shares; 2025Q3: 345,746 shares; 2025Q4: 313,910 shares; 2026Q1: 285,576 shares 285,576 $12.5M 0.29% -28,334 Timeline BUFZ 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: 235,592 shares; 2025Q1: 784,631 shares; 2025Q2: 530,678 shares; 2025Q3: 538,027 shares; 2025Q4: 528,132 shares; 2026Q1: 466,416 shares 466,416 $12.3M 0.28% -61,716 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: 91,950 shares; 2024Q4: 115,478 shares; 2025Q1: 268,599 shares; 2025Q2: 143,754 shares; 2025Q3: 132,400 shares; 2025Q4: 130,816 shares; 2026Q1: 130,510 shares 130,510 $12.1M 0.28% -306 Timeline PTLC 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: 320,044 shares; 2024Q4: 338,358 shares; 2025Q1: 483,421 shares; 2025Q2: 276,861 shares; 2025Q3: 267,601 shares; 2025Q4: 269,820 shares; 2026Q1: 230,818 shares 230,818 $12.1M 0.28% -39,002 Timeline PTNQ 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: 117,841 shares; 2024Q4: 126,226 shares; 2025Q1: 314,429 shares; 2025Q2: 183,469 shares; 2025Q3: 169,582 shares; 2025Q4: 179,275 shares; 2026Q1: 165,141 shares 165,141 $12M 0.28% -14,134 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,726 shares; 2024Q4: 52,384 shares; 2025Q1: 101,631 shares; 2025Q2: 322,171 shares; 2025Q3: 339,024 shares; 2025Q4: 350,568 shares; 2026Q1: 374,081 shares 374,081 $11.8M 0.27% +23,513 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,553 shares; 2025Q1: 427,745 shares; 2025Q2: 305,634 shares; 2025Q3: 307,790 shares; 2025Q4: 198,100 shares; 2026Q1: 234,206 shares 234,206 $11.7M 0.27% +36,106 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: 67,575 shares; 2024Q4: 66,978 shares; 2025Q1: 135,217 shares; 2025Q2: 64,995 shares; 2025Q3: 61,935 shares; 2025Q4: 63,116 shares; 2026Q1: 63,297 shares 63,297 $11.7M 0.27% +181 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: 21,826 shares; 2024Q4: 21,990 shares; 2025Q1: 66,419 shares; 2025Q2: 42,702 shares; 2025Q3: 38,489 shares; 2025Q4: 37,302 shares; 2026Q1: 35,383 shares 35,383 $11.6M 0.27% -1,919 Timeline PALC 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: 249,313 shares; 2024Q4: 250,589 shares; 2025Q1: 616,651 shares; 2025Q2: 298,698 shares; 2025Q3: 247,369 shares; 2025Q4: 241,743 shares; 2026Q1: 222,641 shares 222,641 $11.5M 0.27% -19,102 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: 15,246 shares; 2024Q4: 14,972 shares; 2025Q1: 39,035 shares; 2025Q2: 15,096 shares; 2025Q3: 13,689 shares; 2025Q4: 16,261 shares; 2026Q1: 16,134 shares 16,134 $11.4M 0.27% -127 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: 152,456 shares; 2024Q4: 177,824 shares; 2025Q1: 665,869 shares; 2025Q2: 348,190 shares; 2025Q3: 130,019 shares; 2025Q4: 143,751 shares; 2026Q1: 153,422 shares 153,422 $11.3M 0.26% +9,671 Timeline PTL 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: 14,629 shares; 2025Q1: 29,408 shares; 2025Q2: 10,148 shares; 2025Q3: 10,334 shares; 2025Q4: 46,630 shares; 2026Q1: 44,892 shares 44,892 $11.2M 0.26% -1,738 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: 14,822 shares; 2024Q4: 18,061 shares; 2025Q1: 50,830 shares; 2025Q2: 25,790 shares; 2025Q3: 26,712 shares; 2025Q4: 27,243 shares; 2026Q1: 28,678 shares 28,678 $11.2M 0.26% +1,435 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: 61,595 shares; 2024Q4: 112,052 shares; 2025Q1: 144,411 shares; 2025Q2: 107,826 shares; 2025Q3: 110,227 shares; 2025Q4: 112,635 shares; 2026Q1: 112,583 shares 112,583 $11.2M 0.26% -52 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,726 shares; 2024Q4: 88,803 shares; 2025Q1: 205,455 shares; 2025Q2: 110,056 shares; 2025Q3: 109,440 shares; 2025Q4: 114,708 shares; 2026Q1: 116,557 shares 116,557 $11M 0.26% +1,849 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: 180,122 shares; 2024Q4: 184,984 shares; 2025Q1: 514,290 shares; 2025Q2: 335,281 shares; 2025Q3: 340,647 shares; 2025Q4: 352,380 shares; 2026Q1: 328,760 shares 328,760 $11M 0.26% -23,620 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: 140,868 shares; 2024Q4: 134,265 shares; 2025Q1: 373,283 shares; 2025Q2: 271,169 shares; 2025Q3: 154,481 shares; 2025Q4: 166,326 shares; 2026Q1: 203,555 shares 203,555 $11M 0.26% +37,229 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: 32,837 shares; 2024Q4: 35,882 shares; 2025Q1: 97,962 shares; 2025Q2: 61,233 shares; 2025Q3: 64,596 shares; 2025Q4: 66,950 shares; 2026Q1: 74,233 shares 74,233 $11M 0.26% +7,283 Timeline FCTR 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: 393,106 shares; 2024Q4: 388,883 shares; 2025Q1: 946,678 shares; 2025Q2: 416,444 shares; 2025Q3: 346,382 shares; 2025Q4: 332,325 shares; 2026Q1: 307,579 shares 307,579 $11M 0.25% -24,746 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: 112,334 shares; 2024Q4: 121,594 shares; 2025Q1: 463,342 shares; 2025Q2: 349,890 shares; 2025Q3: 373,346 shares; 2025Q4: 378,075 shares; 2026Q1: 324,155 shares 324,155 $10.9M 0.25% -53,920 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: 16,590 shares; 2024Q4: 16,977 shares; 2025Q1: 44,706 shares; 2025Q2: 23,256 shares; 2025Q3: 17,771 shares; 2025Q4: 19,317 shares; 2026Q1: 18,250 shares 18,250 $10.4M 0.24% -1,067 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,468 shares; 2024Q4: 92,695 shares; 2025Q1: 195,119 shares; 2025Q2: 97,553 shares; 2025Q3: 96,034 shares; 2025Q4: 93,746 shares; 2026Q1: 91,318 shares 91,318 $10.3M 0.24% -2,428 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,584 shares; 2025Q1: 241,433 shares; 2025Q2: 153,503 shares; 2025Q3: 161,928 shares; 2025Q4: 156,918 shares; 2026Q1: 195,715 shares 195,715 $10.3M 0.24% +38,797 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: 12,102 shares; 2024Q4: 11,836 shares; 2025Q1: 31,378 shares; 2025Q2: 30,526 shares; 2025Q3: 27,489 shares; 2025Q4: 27,853 shares; 2026Q1: 23,918 shares 23,918 $10.3M 0.24% -3,935 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,254 shares; 2024Q4: 112,807 shares; 2025Q1: 244,591 shares; 2025Q2: 140,932 shares; 2025Q3: 144,870 shares; 2025Q4: 169,947 shares; 2026Q1: 172,766 shares 172,766 $9.81M 0.23% +2,819 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: 10,549 shares; 2024Q4: 10,070 shares; 2025Q1: 25,200 shares; 2025Q2: 12,144 shares; 2025Q3: 9,770 shares; 2025Q4: 10,016 shares; 2026Q1: 9,841 shares 9,841 $9.81M 0.23% -175 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,194 shares; 2024Q4: 101,742 shares; 2025Q1: 199,555 shares; 2025Q2: 99,109 shares; 2025Q3: 100,483 shares; 2025Q4: 103,370 shares; 2026Q1: 104,434 shares 104,434 $9.79M 0.23% +1,064 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,281 shares; 2025Q1: 74,581 shares; 2025Q2: 110,417 shares; 2025Q3: 191,054 shares; 2025Q4: 270,072 shares; 2026Q1: 280,360 shares 280,360 $9.65M 0.22% +10,288 Timeline FNDC 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: 212,439 shares; 2024Q4: 218,063 shares; 2025Q1: 434,601 shares; 2025Q2: 211,027 shares; 2025Q3: 205,583 shares; 2025Q4: 205,885 shares; 2026Q1: 203,934 shares 203,934 $9.45M 0.22% -1,951 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,411 shares; 2024Q4: 17,605 shares; 2025Q1: 72,385 shares; 2025Q2: 17,875 shares; 2025Q3: 15,609 shares; 2025Q4: 15,409 shares; 2026Q1: 125,167 shares 125,167 $9.41M 0.22% +109,758 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,555 shares; 2025Q1: 5,418 shares; 2025Q2: 6,776 shares; 2025Q3: 8,191 shares; 2025Q4: 8,466 shares; 2026Q1: 7,118 shares 7,118 $9.4M 0.22% -1,348 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: 8,005 shares; 2024Q4: 91,646 shares; 2025Q1: 162,663 shares; 2025Q2: 156,336 shares; 2025Q3: 152,808 shares; 2025Q4: 147,691 shares; 2026Q1: 152,600 shares 152,600 $9.34M 0.22% +4,909 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,894 shares; 2026Q1: 184,464 shares 184,464 $9.31M 0.22% +179,570 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: 42,264 shares; 2024Q4: 42,614 shares; 2025Q1: 87,647 shares; 2025Q2: 43,446 shares; 2025Q3: 43,671 shares; 2025Q4: 44,105 shares; 2026Q1: 43,974 shares 43,974 $9.29M 0.22% -131 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 406,999 shares; 2025Q2: 324,397 shares; 2025Q3: 340,115 shares; 2025Q4: 339,397 shares; 2026Q1: 487,681 shares 487,681 $9.27M 0.21% +148,284 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: 22,474 shares; 2024Q4: 23,256 shares; 2025Q1: 70,242 shares; 2025Q2: 42,249 shares; 2025Q3: 42,891 shares; 2025Q4: 42,692 shares; 2026Q1: 40,447 shares 40,447 $9.14M 0.21% -2,245 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,595 shares; 2025Q1: 7,007 shares; 2025Q2: 3,564 shares; 2025Q3: 5,435 shares; 2025Q4: 102,137 shares; 2026Q1: 127,226 shares 127,226 $9.13M 0.21% +25,089 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: 98,827 shares; 2024Q4: 98,978 shares; 2025Q1: 199,259 shares; 2025Q2: 98,584 shares; 2025Q3: 97,565 shares; 2025Q4: 101,352 shares; 2026Q1: 96,468 shares 96,468 $9.07M 0.21% -4,884 Timeline TPLC 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: 174,280 shares; 2024Q4: 174,781 shares; 2025Q1: 383,278 shares; 2025Q2: 182,930 shares; 2025Q3: 182,417 shares; 2025Q4: 184,292 shares; 2026Q1: 191,301 shares 191,301 $8.88M 0.21% +7,009 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,623 shares; 2025Q1: 105,482 shares; 2025Q2: 282,343 shares; 2025Q3: 292,096 shares; 2025Q4: 293,952 shares; 2026Q1: 325,677 shares 325,677 $8.77M 0.2% +31,725 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,397 shares; 2024Q4: 88,782 shares; 2025Q1: 206,567 shares; 2025Q2: 105,818 shares; 2025Q3: 102,501 shares; 2025Q4: 121,349 shares; 2026Q1: 118,203 shares 118,203 $8.65M 0.2% -3,146 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: 29,402 shares; 2024Q4: 29,652 shares; 2025Q1: 62,400 shares; 2025Q2: 34,958 shares; 2025Q3: 39,267 shares; 2025Q4: 41,254 shares; 2026Q1: 34,709 shares 34,709 $8.61M 0.2% -6,545 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,723 shares; 2024Q4: 46,599 shares; 2025Q1: 265,102 shares; 2025Q2: 66,539 shares; 2025Q3: 67,561 shares; 2025Q4: 71,068 shares; 2026Q1: 74,798 shares 74,798 $8.6M 0.2% +3,730 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: 423,137 shares; 2024Q4: 420,974 shares; 2025Q1: 784,178 shares; 2025Q2: 381,624 shares; 2025Q3: 430,379 shares; 2025Q4: 505,013 shares; 2026Q1: 513,540 shares 513,540 $8.59M 0.2% +8,527 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: 5,452 shares; 2024Q4: 6,071 shares; 2025Q1: 25,258 shares; 2025Q2: 13,265 shares; 2025Q3: 14,057 shares; 2025Q4: 19,267 shares; 2026Q1: 111,367 shares 111,367 $8.59M 0.2% +92,100 Timeline JPSV 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: 45,687 shares; 2025Q1: 150,513 shares; 2025Q2: 125,844 shares; 2025Q3: 139,244 shares; 2025Q4: 149,251 shares; 2026Q1: 143,935 shares 143,935 $8.46M 0.2% -5,316 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: 70,303 shares; 2024Q4: 61,552 shares; 2025Q1: 153,938 shares; 2025Q2: 86,035 shares; 2025Q3: 70,414 shares; 2025Q4: 69,210 shares; 2026Q1: 67,692 shares 67,692 $8.41M 0.2% -1,518 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,670 shares; 2024Q4: 26,179 shares; 2025Q1: 170,445 shares; 2025Q2: 92,285 shares; 2025Q3: 90,558 shares; 2025Q4: 90,717 shares; 2026Q1: 85,385 shares 85,385 $8.23M 0.19% -5,332 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: 88,686 shares; 2024Q4: 85,834 shares; 2025Q1: 299,019 shares; 2025Q2: 144,071 shares; 2025Q3: 75,376 shares; 2025Q4: 81,312 shares; 2026Q1: 117,812 shares 117,812 $8.22M 0.19% +36,500 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: 29,093 shares; 2024Q4: 19,803 shares; 2025Q1: 63,767 shares; 2025Q2: 35,650 shares; 2025Q3: 28,147 shares; 2025Q4: 27,590 shares; 2026Q1: 22,024 shares 22,024 $8.19M 0.19% -5,566 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,684 shares; 2024Q4: 247,111 shares; 2025Q1: 496,771 shares; 2025Q2: 245,601 shares; 2025Q3: 244,232 shares; 2025Q4: 246,270 shares; 2026Q1: 246,807 shares 246,807 $8.13M 0.19% +537 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,215 shares; 2024Q4: 31,909 shares; 2025Q1: 81,131 shares; 2025Q2: 39,299 shares; 2025Q3: 36,650 shares; 2025Q4: 37,197 shares; 2026Q1: 36,958 shares 36,958 $8.04M 0.19% -239 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,280 shares; 2024Q4: 23,978 shares; 2025Q1: 73,708 shares; 2025Q2: 44,864 shares; 2025Q3: 45,817 shares; 2025Q4: 45,944 shares; 2026Q1: 40,999 shares 40,999 $8.04M 0.19% -4,945 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: 93,012 shares; 2025Q1: 361,960 shares; 2025Q2: 277,545 shares; 2025Q3: 290,086 shares; 2025Q4: 279,329 shares; 2026Q1: 227,297 shares 227,297 $8.03M 0.19% -52,032 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,928 shares; 2024Q4: 27,049 shares; 2025Q1: 84,939 shares; 2025Q2: 50,165 shares; 2025Q3: 51,592 shares; 2025Q4: 50,801 shares; 2026Q1: 50,716 shares 50,716 $7.98M 0.19% -85 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,602 shares; 2024Q4: 52,009 shares; 2025Q1: 153,207 shares; 2025Q2: 81,934 shares; 2025Q3: 88,859 shares; 2025Q4: 93,635 shares; 2026Q1: 97,187 shares 97,187 $7.94M 0.18% +3,552 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 14,018 shares; 2025Q1: 39,828 shares; 2025Q2: 23,132 shares; 2025Q3: 22,699 shares; 2025Q4: 22,332 shares; 2026Q1: 23,958 shares 23,958 $7.87M 0.18% +1,626 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 5,207 shares; 2025Q1: 16,978 shares; 2025Q2: 8,544 shares; 2025Q3: 8,926 shares; 2025Q4: 9,832 shares; 2026Q1: 10,782 shares 10,782 $7.85M 0.18% +950 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: 157,657 shares; 2024Q4: 161,881 shares; 2025Q1: 319,867 shares; 2025Q2: 163,178 shares; 2025Q3: 150,551 shares; 2025Q4: 139,408 shares; 2026Q1: 153,514 shares 153,514 $7.71M 0.18% +14,106 Timeline BUFS 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: 131,486 shares; 2025Q1: 508,756 shares; 2025Q2: 407,071 shares; 2025Q3: 424,028 shares; 2025Q4: 414,105 shares; 2026Q1: 333,864 shares 333,864 $7.7M 0.18% -80,241 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,602 shares; 2024Q4: 21,239 shares; 2025Q1: 66,170 shares; 2025Q2: 39,921 shares; 2025Q3: 40,898 shares; 2025Q4: 40,474 shares; 2026Q1: 36,904 shares 36,904 $7.69M 0.18% -3,570 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,770 shares; 2024Q4: 29,844 shares; 2025Q1: 91,546 shares; 2025Q2: 63,969 shares; 2025Q3: 66,137 shares; 2025Q4: 68,205 shares; 2026Q1: 69,515 shares 69,515 $7.67M 0.18% +1,310 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,603 shares; 2025Q1: 245,120 shares; 2025Q2: 129,751 shares; 2025Q3: 131,479 shares; 2025Q4: 134,204 shares; 2026Q1: 90,704 shares 90,704 $7.67M 0.18% -43,500 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,098 shares; 2024Q4: 30,156 shares; 2025Q1: 87,072 shares; 2025Q2: 50,728 shares; 2025Q3: 64,760 shares; 2025Q4: 64,841 shares; 2026Q1: 49,989 shares 49,989 $7.64M 0.18% -14,852 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: 12,518 shares; 2024Q4: 12,042 shares; 2025Q1: 36,329 shares; 2025Q2: 19,439 shares; 2025Q3: 81,436 shares; 2025Q4: 79,594 shares; 2026Q1: 73,684 shares 73,684 $7.57M 0.18% -5,910 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,630 shares; 2024Q4: 26,171 shares; 2025Q1: 78,653 shares; 2025Q2: 43,723 shares; 2025Q3: 43,262 shares; 2025Q4: 42,281 shares; 2026Q1: 38,111 shares 38,111 $7.56M 0.18% -4,170 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: not reported; 2026Q1: 84,595 shares 84,595 $7.53M 0.17% new 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: 87,674 shares; 2024Q4: 89,670 shares; 2025Q1: 231,850 shares; 2025Q2: 125,132 shares; 2025Q3: 131,787 shares; 2025Q4: 148,222 shares; 2026Q1: 147,348 shares 147,348 $7.46M 0.17% -874 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,189 shares; 2024Q4: 76,019 shares; 2025Q1: 135,989 shares; 2025Q2: 66,105 shares; 2025Q3: 61,037 shares; 2025Q4: 57,235 shares; 2026Q1: 56,838 shares 56,838 $7.44M 0.17% -397 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 30,592 shares; 2025Q1: 76,563 shares; 2025Q2: 58,713 shares; 2025Q3: 53,519 shares; 2025Q4: 57,174 shares; 2026Q1: 51,219 shares 51,219 $7.4M 0.17% -5,955 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: 11,005 shares; 2024Q4: 11,261 shares; 2025Q1: 20,751 shares; 2025Q2: 10,209 shares; 2025Q3: 9,306 shares; 2025Q4: 8,817 shares; 2026Q1: 8,730 shares 8,730 $7.39M 0.17% -87 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 260 shares; 2025Q2: 930 shares; 2025Q3: 190,259 shares; 2025Q4: 204,284 shares; 2026Q1: 223,945 shares 223,945 $7.38M 0.17% +19,661 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,155 shares; 2024Q4: 120,280 shares; 2025Q1: 205,471 shares; 2025Q2: 106,512 shares; 2025Q3: 109,703 shares; 2025Q4: 106,756 shares; 2026Q1: 119,724 shares 119,724 $7.31M 0.17% +12,968 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: 60,879 shares; 2024Q4: 61,992 shares; 2025Q1: 144,935 shares; 2025Q2: 57,016 shares; 2025Q3: 54,377 shares; 2025Q4: 53,487 shares; 2026Q1: 29,877 shares 29,877 $7.3M 0.17% -23,610 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,997 shares; 2024Q4: 212,452 shares; 2025Q1: 479,353 shares; 2025Q2: 207,731 shares; 2025Q3: 212,680 shares; 2025Q4: 223,868 shares; 2026Q1: 283,521 shares 283,521 $7.26M 0.17% +59,653 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: 87,688 shares; 2024Q4: 54,619 shares; 2025Q1: 178,910 shares; 2025Q2: 92,126 shares; 2025Q3: 82,835 shares; 2025Q4: 106,823 shares; 2026Q1: 116,671 shares 116,671 $7.15M 0.17% +9,848 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,953 shares; 2025Q1: 114,406 shares; 2025Q2: 72,778 shares; 2025Q3: 86,130 shares; 2025Q4: 105,857 shares; 2026Q1: 128,343 shares 128,343 $7.13M 0.17% +22,486 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: 9,039 shares; 2024Q4: 8,581 shares; 2025Q1: 20,821 shares; 2025Q2: 9,008 shares; 2025Q3: 7,494 shares; 2025Q4: 7,323 shares; 2026Q1: 7,676 shares 7,676 $7.06M 0.16% +353 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: 54,119 shares; 2024Q4: 53,087 shares; 2025Q1: 106,061 shares; 2025Q2: 53,809 shares; 2025Q3: 51,449 shares; 2025Q4: 50,661 shares; 2026Q1: 52,884 shares 52,884 $6.92M 0.16% +2,223 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: 63,085 shares; 2024Q4: 59,672 shares; 2025Q1: 136,044 shares; 2025Q2: 72,684 shares; 2025Q3: 71,182 shares; 2025Q4: 76,996 shares; 2026Q1: 55,697 shares 55,697 $6.92M 0.16% -21,299 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,344 shares; 2025Q1: 212,639 shares; 2025Q2: 98,722 shares; 2025Q3: 96,456 shares; 2025Q4: 96,158 shares; 2026Q1: 94,645 shares 94,645 $6.81M 0.16% -1,513 Timeline VFMF 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: 16,001 shares; 2024Q4: 10,387 shares; 2025Q1: 70,594 shares; 2025Q2: 40,837 shares; 2025Q3: 41,797 shares; 2025Q4: 42,641 shares; 2026Q1: 43,757 shares 43,757 $6.79M 0.16% +1,116 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: 37,745 shares; 2024Q4: 38,569 shares; 2025Q1: 135,920 shares; 2025Q2: 90,761 shares; 2025Q3: 91,579 shares; 2025Q4: 93,531 shares; 2026Q1: 94,450 shares 94,450 $6.63M 0.15% +919 Timeline FLTR 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: 158,985 shares; 2024Q4: 169,936 shares; 2025Q1: 390,928 shares; 2025Q2: 215,487 shares; 2025Q3: 249,362 shares; 2025Q4: 253,247 shares; 2026Q1: 259,867 shares 259,867 $6.62M 0.15% +6,620 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,189 shares; 2024Q4: 51,792 shares; 2025Q1: 33,292 shares; 2025Q2: 122,158 shares; 2025Q3: 118,962 shares; 2025Q4: 118,208 shares; 2026Q1: 127,794 shares 127,794 $6.57M 0.15% +9,586 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: 72,052 shares; 2024Q4: 71,908 shares; 2025Q1: 241,467 shares; 2025Q2: 167,984 shares; 2025Q3: 159,775 shares; 2025Q4: 158,706 shares; 2026Q1: 159,709 shares 159,709 $6.56M 0.15% +1,003 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,882 shares; 2024Q4: 30,126 shares; 2025Q1: 74,565 shares; 2025Q2: 32,265 shares; 2025Q3: 34,260 shares; 2025Q4: 35,924 shares; 2026Q1: 31,174 shares 31,174 $6.54M 0.15% -4,750 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,053 shares; 2024Q4: 37,134 shares; 2025Q1: 80,985 shares; 2025Q2: 44,722 shares; 2025Q3: 49,360 shares; 2025Q4: 53,688 shares; 2026Q1: 64,152 shares 64,152 $6.45M 0.15% +10,464 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: 57,467 shares; 2024Q4: 57,764 shares; 2025Q1: 98,636 shares; 2025Q2: 50,601 shares; 2025Q3: 48,100 shares; 2025Q4: 45,671 shares; 2026Q1: 46,204 shares 46,204 $6.44M 0.15% +533 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: 25,997 shares; 2024Q4: 25,465 shares; 2025Q1: 50,171 shares; 2025Q2: 30,646 shares; 2025Q3: 21,481 shares; 2025Q4: 21,586 shares; 2026Q1: 21,230 shares 21,230 $6.42M 0.15% -356 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,230 shares 126,230 $6.41M 0.15% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,472 shares; 2024Q4: 245,569 shares; 2025Q1: 514,329 shares; 2025Q2: 221,171 shares; 2025Q3: 209,101 shares; 2025Q4: 198,049 shares; 2026Q1: 180,476 shares 180,476 $6.4M 0.15% -17,573 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,646 shares; 2024Q4: 189,708 shares; 2025Q1: 473,354 shares; 2025Q2: 256,672 shares; 2025Q3: 248,475 shares; 2025Q4: 271,127 shares; 2026Q1: 281,626 shares 281,626 $6.29M 0.15% +10,499 Timeline RWR 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: 24,127 shares; 2024Q4: 24,972 shares; 2025Q1: 74,676 shares; 2025Q2: 54,568 shares; 2025Q3: 58,447 shares; 2025Q4: 60,055 shares; 2026Q1: 62,311 shares 62,311 $6.29M 0.15% +2,256 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: 92,395 shares; 2024Q4: 95,955 shares; 2025Q1: 179,151 shares; 2025Q2: 92,231 shares; 2025Q3: 93,341 shares; 2025Q4: 91,215 shares; 2026Q1: 103,117 shares 103,117 $6.25M 0.15% +11,902 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,293 shares; 2025Q1: 61,998 shares; 2025Q2: 66,693 shares; 2025Q3: 57,346 shares; 2025Q4: 53,081 shares; 2026Q1: 52,376 shares 52,376 $6.25M 0.15% -705 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 2,173 shares; 2025Q1: 7,367 shares; 2025Q2: 140,501 shares; 2025Q3: 134,758 shares; 2025Q4: 146,623 shares; 2026Q1: 162,379 shares 162,379 $6.24M 0.14% +15,756 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,661 shares; 2025Q1: 115,595 shares; 2025Q2: 63,522 shares; 2025Q3: 72,025 shares; 2025Q4: 188,753 shares; 2026Q1: 235,842 shares 235,842 $6.18M 0.14% +47,089 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 96,752 shares; 2025Q2: 47,335 shares; 2025Q3: 48,971 shares; 2025Q4: 49,096 shares; 2026Q1: 65,123 shares 65,123 $6.17M 0.14% +16,027 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: 13,312 shares; 2024Q4: 13,859 shares; 2025Q1: 45,208 shares; 2025Q2: 22,065 shares; 2025Q3: 17,845 shares; 2025Q4: 20,824 shares; 2026Q1: 18,102 shares 18,102 $6.12M 0.14% -2,722 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: 58,034 shares; 2024Q4: 62,258 shares; 2025Q1: 120,426 shares; 2025Q2: 67,809 shares; 2025Q3: 67,550 shares; 2025Q4: 66,926 shares; 2026Q1: 70,386 shares 70,386 $6.1M 0.14% +3,460 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: 45,023 shares; 2024Q4: 45,892 shares; 2025Q1: 82,397 shares; 2025Q2: 44,973 shares; 2025Q3: 44,886 shares; 2025Q4: 44,000 shares; 2026Q1: 45,874 shares 45,874 $6.01M 0.14% +1,874 Timeline BUFT 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: 112,368 shares; 2024Q4: 118,166 shares; 2025Q1: 380,102 shares; 2025Q2: 223,464 shares; 2025Q3: 224,689 shares; 2025Q4: 232,178 shares; 2026Q1: 240,870 shares 240,870 $5.98M 0.14% +8,692 Timeline IUS 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: 79,122 shares; 2024Q4: 79,973 shares; 2025Q1: 170,678 shares; 2025Q2: 92,682 shares; 2025Q3: 105,478 shares; 2025Q4: 108,090 shares; 2026Q1: 103,007 shares 103,007 $5.97M 0.14% -5,083 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: 156 shares; 2024Q4: 441 shares; 2025Q1: 231,274 shares; 2025Q2: 108,326 shares; 2025Q3: 113,315 shares; 2025Q4: 139,508 shares; 2026Q1: 140,329 shares 140,329 $5.96M 0.14% +821 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: 147,067 shares; 2025Q1: 309,020 shares; 2025Q2: 158,762 shares; 2025Q3: 164,677 shares; 2025Q4: 159,561 shares; 2026Q1: 172,545 shares 172,545 $5.96M 0.14% +12,984 Timeline BUFG 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: 109,180 shares; 2024Q4: 112,893 shares; 2025Q1: 362,411 shares; 2025Q2: 212,705 shares; 2025Q3: 211,968 shares; 2025Q4: 218,584 shares; 2026Q1: 220,599 shares 220,599 $5.93M 0.14% +2,015 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 18,103 shares; 2025Q1: 35,492 shares; 2025Q2: 18,438 shares; 2025Q3: 18,567 shares; 2025Q4: 18,095 shares; 2026Q1: 20,136 shares 20,136 $5.85M 0.14% +2,041 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,484 shares; 2025Q1: 32,030 shares; 2025Q2: 20,400 shares; 2025Q3: 18,806 shares; 2025Q4: 18,663 shares; 2026Q1: 17,879 shares 17,879 $5.83M 0.14% -784 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 29,297 shares; 2025Q1: 79,692 shares; 2025Q2: 49,886 shares; 2025Q3: 53,067 shares; 2025Q4: 49,271 shares; 2026Q1: 51,515 shares 51,515 $5.78M 0.13% +2,244 Timeline EQAL 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: 57,242 shares; 2024Q4: 56,836 shares; 2025Q1: 128,776 shares; 2025Q2: 71,363 shares; 2025Q3: 79,484 shares; 2025Q4: 83,365 shares; 2026Q1: 104,087 shares 104,087 $5.74M 0.13% +20,722 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,818 shares; 2025Q1: 10,925 shares; 2025Q2: 6,186 shares; 2025Q3: 5,180 shares; 2025Q4: 5,352 shares; 2026Q1: 101,386 shares 101,386 $5.71M 0.13% +96,034 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: 49,600 shares; 2024Q4: 49,929 shares; 2025Q1: 95,721 shares; 2025Q2: 46,490 shares; 2025Q3: 46,069 shares; 2025Q4: 43,277 shares; 2026Q1: 35,854 shares 35,854 $5.69M 0.13% -7,423 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: 200,094 shares; 2024Q4: 185,293 shares; 2025Q1: 385,010 shares; 2025Q2: 155,490 shares; 2025Q3: 146,317 shares; 2025Q4: 137,537 shares; 2026Q1: 123,010 shares 123,010 $5.68M 0.13% -14,527 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: 67,726 shares; 2024Q4: 68,566 shares; 2025Q1: 138,706 shares; 2025Q2: 68,598 shares; 2025Q3: 69,705 shares; 2025Q4: 75,309 shares; 2026Q1: 76,171 shares 76,171 $5.66M 0.13% +862 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 79,481 shares; 2025Q2: 59,323 shares; 2025Q3: 64,152 shares; 2025Q4: 63,666 shares; 2026Q1: 57,268 shares 57,268 $5.64M 0.13% -6,398 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 23,322 shares; 2025Q1: 57,194 shares; 2025Q2: 31,360 shares; 2025Q3: 20,178 shares; 2025Q4: 20,021 shares; 2026Q1: 19,237 shares 19,237 $5.63M 0.13% -784 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,226 shares; 2024Q4: 13,510 shares; 2025Q1: 42,770 shares; 2025Q2: 26,298 shares; 2025Q3: 26,415 shares; 2025Q4: 26,177 shares; 2026Q1: 28,284 shares 28,284 $5.61M 0.13% +2,107 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,649 shares; 2025Q4: 232,991 shares; 2026Q1: 221,164 shares 221,164 $5.5M 0.13% -11,827 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: 163 shares; 2024Q4: 29 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 38,221 shares 38,221 $5.43M 0.13% +38,133 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 12,423 shares; 2025Q1: 28,700 shares; 2025Q2: 17,892 shares; 2025Q3: 19,222 shares; 2025Q4: 20,466 shares; 2026Q1: 26,346 shares 26,346 $5.42M 0.13% +5,880 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,313 shares; 2024Q4: 87,043 shares; 2025Q1: 307,021 shares; 2025Q2: 124,481 shares; 2025Q3: 121,480 shares; 2025Q4: 120,780 shares; 2026Q1: 106,702 shares 106,702 $5.41M 0.13% -14,078 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: 16,015 shares; 2024Q4: 19,281 shares; 2025Q1: 36,833 shares; 2025Q2: 89,981 shares; 2025Q3: 92,200 shares; 2025Q4: 95,373 shares; 2026Q1: 98,731 shares 98,731 $5.4M 0.13% +3,358 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: 12,488 shares; 2024Q4: 12,307 shares; 2025Q1: 33,404 shares; 2025Q2: 25,799 shares; 2025Q3: 22,452 shares; 2025Q4: 22,661 shares; 2026Q1: 22,072 shares 22,072 $5.35M 0.12% -589 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 965 shares; 2025Q1: 3,301 shares; 2025Q2: 46,208 shares; 2025Q3: 46,490 shares; 2025Q4: 41,663 shares; 2026Q1: 45,006 shares 45,006 $5.34M 0.12% +3,343 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 18,232 shares; 2025Q1: 98,697 shares; 2025Q2: 54,525 shares; 2025Q3: 27,677 shares; 2025Q4: 26,876 shares; 2026Q1: 24,616 shares 24,616 $5.33M 0.12% -2,260 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,324 shares; 2025Q1: 1,972 shares; 2025Q2: 1,682 shares; 2025Q3: 328 shares; 2025Q4: 373 shares; 2026Q1: 30,247 shares 30,247 $5.25M 0.12% +29,874 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,993 shares; 2024Q4: 24,306 shares; 2025Q1: 81,521 shares; 2025Q2: 56,949 shares; 2025Q3: 57,189 shares; 2025Q4: 57,684 shares; 2026Q1: 58,720 shares 58,720 $5.25M 0.12% +1,036 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: 1,217 shares; 2024Q4: 15,242 shares; 2025Q1: 7,097 shares; 2025Q2: 16,757 shares; 2025Q3: 22,015 shares; 2025Q4: 41,860 shares; 2026Q1: 21,953 shares 21,953 $5.22M 0.12% -19,907 Timeline BSCQ 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: 127,137 shares; 2024Q4: 139,681 shares; 2025Q1: 371,877 shares; 2025Q2: 274,126 shares; 2025Q3: 243,412 shares; 2025Q4: 257,747 shares; 2026Q1: 266,934 shares 266,934 $5.21M 0.12% +9,187 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,652 shares; 2024Q4: 37,776 shares; 2025Q1: 68,862 shares; 2025Q2: 35,889 shares; 2025Q3: 36,313 shares; 2025Q4: 35,550 shares; 2026Q1: 39,360 shares 39,360 $5.2M 0.12% +3,810 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: 22,253 shares; 2024Q4: 20,827 shares; 2025Q1: 43,271 shares; 2025Q2: 22,791 shares; 2025Q3: 21,811 shares; 2025Q4: 20,742 shares; 2026Q1: 20,613 shares 20,613 $5.09M 0.12% -129 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,174 shares; 2024Q4: 59,548 shares; 2025Q1: 131,354 shares; 2025Q2: 69,457 shares; 2025Q3: 62,227 shares; 2025Q4: 65,099 shares; 2026Q1: 66,897 shares 66,897 $5.09M 0.12% +1,798 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,314 shares; 2024Q4: 16,713 shares; 2025Q1: 48,485 shares; 2025Q2: 28,528 shares; 2025Q3: 28,490 shares; 2025Q4: 28,266 shares; 2026Q1: 26,506 shares 26,506 $5.03M 0.12% -1,760 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: 11,744 shares; 2024Q4: 11,618 shares; 2025Q1: 25,354 shares; 2025Q2: 36,651 shares; 2025Q3: 35,788 shares; 2025Q4: 35,931 shares; 2026Q1: 38,673 shares 38,673 $4.98M 0.12% +2,742 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: 49,303 shares; 2024Q4: 190,844 shares; 2025Q1: 1,690,754 shares; 2025Q2: 795,201 shares; 2025Q3: 115,952 shares; 2025Q4: 134,396 shares; 2026Q1: 168,957 shares 168,957 $4.92M 0.11% +34,561 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,953 shares; 2025Q1: 10,882 shares; 2025Q2: 5,954 shares; 2025Q3: 5,913 shares; 2025Q4: 5,863 shares; 2026Q1: 202,747 shares 202,747 $4.85M 0.11% +196,884 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: 47,338 shares; 2024Q4: 53,015 shares; 2025Q1: 159,884 shares; 2025Q2: 88,809 shares; 2025Q3: 87,921 shares; 2025Q4: 86,781 shares; 2026Q1: 78,636 shares 78,636 $4.75M 0.11% -8,145 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: 19,914 shares; 2024Q4: 21,589 shares; 2025Q1: 53,209 shares; 2025Q2: 32,483 shares; 2025Q3: 27,934 shares; 2025Q4: 27,780 shares; 2026Q1: 28,710 shares 28,710 $4.75M 0.11% +930 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: 42,687 shares; 2024Q4: 41,503 shares; 2025Q1: 89,276 shares; 2025Q2: 49,533 shares; 2025Q3: 50,233 shares; 2025Q4: 50,825 shares; 2026Q1: 51,586 shares 51,586 $4.66M 0.11% +761 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: 31,622 shares; 2024Q4: 29,594 shares; 2025Q1: 86,537 shares; 2025Q2: 53,051 shares; 2025Q3: 52,730 shares; 2025Q4: 50,350 shares; 2026Q1: 50,102 shares 50,102 $4.65M 0.11% -248 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: 4,079 shares; 2024Q4: 29,917 shares; 2025Q1: 88,456 shares; 2025Q2: 54,055 shares; 2025Q3: 53,544 shares; 2025Q4: 51,424 shares; 2026Q1: 47,666 shares 47,666 $4.63M 0.11% -3,758 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 38,707 shares; 2025Q1: 116,455 shares; 2025Q2: 123,747 shares; 2025Q3: 133,901 shares; 2025Q4: 90,771 shares; 2026Q1: 89,768 shares 89,768 $4.62M 0.11% -1,003 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,356 shares; 2024Q4: 41,268 shares; 2025Q1: 87,166 shares; 2025Q2: 47,248 shares; 2025Q3: 46,627 shares; 2025Q4: 49,223 shares; 2026Q1: 47,842 shares 47,842 $4.62M 0.11% -1,381 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,903 shares; 2024Q4: 36,527 shares; 2025Q1: 81,554 shares; 2025Q2: 40,173 shares; 2025Q3: 38,146 shares; 2025Q4: 43,385 shares; 2026Q1: 49,030 shares 49,030 $4.52M 0.1% +5,645 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: 48,326 shares; 2024Q4: 47,535 shares; 2025Q1: 102,481 shares; 2025Q2: 54,907 shares; 2025Q3: 52,731 shares; 2025Q4: 55,579 shares; 2026Q1: 56,381 shares 56,381 $4.49M 0.1% +802 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,062 shares; 2024Q4: 131,733 shares; 2025Q1: 321,823 shares; 2025Q2: 243,148 shares; 2025Q3: 205,405 shares; 2025Q4: 218,051 shares; 2026Q1: 228,405 shares 228,405 $4.48M 0.1% +10,354 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,943 shares; 2024Q4: 297,134 shares; 2025Q1: 505,821 shares; 2025Q2: 260,692 shares; 2025Q3: 267,464 shares; 2025Q4: 264,447 shares; 2026Q1: 285,169 shares 285,169 $4.46M 0.1% +20,722 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: 106,804 shares; 2024Q4: 97,874 shares; 2025Q1: 390,301 shares; 2025Q2: 182,168 shares; 2025Q3: 90,155 shares; 2025Q4: 98,631 shares; 2026Q1: 91,615 shares 91,615 $4.4M 0.1% -7,016 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,291 shares; 2024Q4: 17,783 shares; 2025Q1: 55,531 shares; 2025Q2: 33,430 shares; 2025Q3: 33,928 shares; 2025Q4: 33,516 shares; 2026Q1: 30,538 shares 30,538 $4.39M 0.1% -2,978 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: 14,481 shares; 2024Q4: 12,572 shares; 2025Q1: 27,791 shares; 2025Q2: 16,890 shares; 2025Q3: 13,065 shares; 2025Q4: 12,770 shares; 2026Q1: 14,004 shares 14,004 $4.35M 0.1% +1,234 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,705 shares; 2024Q4: 152,699 shares; 2025Q1: 279,853 shares; 2025Q2: 142,565 shares; 2025Q3: 147,102 shares; 2025Q4: 138,423 shares; 2026Q1: 163,154 shares 163,154 $4.3M 0.1% +24,731 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,724 shares; 2024Q4: 185,827 shares; 2025Q1: 444,436 shares; 2025Q2: 137,195 shares; 2025Q3: 132,831 shares; 2025Q4: 123,446 shares; 2026Q1: 85,178 shares 85,178 $4.29M 0.1% -38,268 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: 42,090 shares; 2024Q4: 42,064 shares; 2025Q1: 82,712 shares; 2025Q2: 47,449 shares; 2025Q3: 44,289 shares; 2025Q4: 38,159 shares; 2026Q1: 44,774 shares 44,774 $4.27M 0.1% +6,615 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: 6,786 shares; 2024Q4: 6,991 shares; 2025Q1: 20,752 shares; 2025Q2: 8,116 shares; 2025Q3: 7,934 shares; 2025Q4: 7,935 shares; 2026Q1: 7,910 shares 7,910 $4.26M 0.1% -25 Timeline SHE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 126 shares; 2025Q4: 33,081 shares; 2026Q1: 33,219 shares 33,219 $4.25M 0.1% +138 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 1,957 shares; 2025Q2: 1,077 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 45,446 shares 45,446 $4.24M 0.1% +45,236 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: not reported; 2024Q4: 17,321 shares; 2025Q1: 47,984 shares; 2025Q2: 28,647 shares; 2025Q3: 24,980 shares; 2025Q4: 39,150 shares; 2026Q1: 29,135 shares 29,135 $4.21M 0.1% -10,015 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 10,248 shares; 2025Q1: 38,066 shares; 2025Q2: 40,943 shares; 2025Q3: 104,943 shares; 2025Q4: 96,972 shares; 2026Q1: 82,065 shares 82,065 $4.18M 0.1% -14,907 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: 9,993 shares; 2024Q4: 10,112 shares; 2025Q1: 33,319 shares; 2025Q2: 22,501 shares; 2025Q3: 22,586 shares; 2025Q4: 22,390 shares; 2026Q1: 22,983 shares 22,983 $4.17M 0.1% +593 Timeline BSCS 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: 112,392 shares; 2024Q4: 120,117 shares; 2025Q1: 280,783 shares; 2025Q2: 216,358 shares; 2025Q3: 179,203 shares; 2025Q4: 191,666 shares; 2026Q1: 200,295 shares 200,295 $4.09M 0.09% +8,629 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 2,303 shares; 2025Q1: 16,323 shares; 2025Q2: 82,947 shares; 2025Q3: 67,768 shares; 2025Q4: 90,190 shares; 2026Q1: 121,579 shares 121,579 $4.06M 0.09% +31,389 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,033 shares; 2025Q1: 6,218 shares; 2025Q2: 4,457 shares; 2025Q3: 2,859 shares; 2025Q4: 2,749 shares; 2026Q1: 4,623 shares 4,623 $4.04M 0.09% +1,874 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: 22,232 shares; 2024Q4: 22,033 shares; 2025Q1: 111,031 shares; 2025Q2: 105,024 shares; 2025Q3: 127,186 shares; 2025Q4: 132,941 shares; 2026Q1: 86,562 shares 86,562 $4.03M 0.09% -46,379 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,545 shares; 2024Q4: 120,606 shares; 2025Q1: 288,718 shares; 2025Q2: 227,701 shares; 2025Q3: 187,148 shares; 2025Q4: 204,576 shares; 2026Q1: 216,047 shares 216,047 $4.03M 0.09% +11,471 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: 8,921 shares; 2024Q4: 11,076 shares; 2025Q1: 26,793 shares; 2025Q2: 33,619 shares; 2025Q3: 30,274 shares; 2025Q4: 32,550 shares; 2026Q1: 30,485 shares 30,485 $4.02M 0.09% -2,065 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: 20,414 shares; 2024Q4: 21,515 shares; 2025Q1: 43,720 shares; 2025Q2: 21,503 shares; 2025Q3: 21,028 shares; 2025Q4: 20,797 shares; 2026Q1: 20,818 shares 20,818 $3.99M 0.09% +21 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: 31,768 shares; 2024Q4: 32,427 shares; 2025Q1: 64,902 shares; 2025Q2: 32,681 shares; 2025Q3: 33,414 shares; 2025Q4: 36,418 shares; 2026Q1: 35,840 shares 35,840 $3.99M 0.09% -578 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: 62,262 shares; 2024Q4: 22,353 shares; 2025Q1: 21,729 shares; 2025Q2: 42,101 shares; 2025Q3: 23,365 shares; 2025Q4: 48,043 shares; 2026Q1: 86,915 shares 86,915 $3.99M 0.09% +38,872 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: 12,223 shares; 2024Q4: 13,963 shares; 2025Q1: 35,015 shares; 2025Q2: 18,894 shares; 2025Q3: 19,066 shares; 2025Q4: 18,249 shares; 2026Q1: 18,407 shares 18,407 $3.96M 0.09% +158 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: 3,885 shares; 2024Q4: 3,821 shares; 2025Q1: 10,201 shares; 2025Q2: 5,175 shares; 2025Q3: 3,726 shares; 2025Q4: 37,190 shares; 2026Q1: 41,075 shares 41,075 $3.95M 0.09% +3,885 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,403 shares; 2025Q1: 51,169 shares; 2025Q2: 270,943 shares; 2025Q3: 209,570 shares; 2025Q4: 222,866 shares; 2026Q1: 234,725 shares 234,725 $3.92M 0.09% +11,859 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: 5,472 shares; 2024Q4: 10,002 shares; 2025Q1: 27,936 shares; 2025Q2: 15,118 shares; 2025Q3: 12,465 shares; 2025Q4: 11,173 shares; 2026Q1: 11,474 shares 11,474 $3.92M 0.09% +301 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 17,170 shares; 2025Q1: 39,065 shares; 2025Q2: 19,186 shares; 2025Q3: 16,867 shares; 2025Q4: 18,063 shares; 2026Q1: 20,403 shares 20,403 $3.87M 0.09% +2,340 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,271 shares; 2024Q4: 520,838 shares; 2025Q1: 2,068,884 shares; 2025Q2: 1,007,989 shares; 2025Q3: 981,727 shares; 2025Q4: 928,473 shares; 2026Q1: 672,800 shares 672,800 $3.84M 0.09% -255,673 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: 22,236 shares; 2024Q4: 20,872 shares; 2025Q1: 47,560 shares; 2025Q2: 23,242 shares; 2025Q3: 24,407 shares; 2025Q4: 24,308 shares; 2026Q1: 37,444 shares 37,444 $3.83M 0.09% +13,136 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: 10,968 shares; 2024Q4: 11,583 shares; 2025Q1: 28,189 shares; 2025Q2: 18,315 shares; 2025Q3: 15,123 shares; 2025Q4: 15,445 shares; 2026Q1: 15,945 shares 15,945 $3.83M 0.09% +500 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,998 shares; 2024Q4: 65,244 shares; 2025Q1: 160,796 shares; 2025Q2: 74,474 shares; 2025Q3: 74,511 shares; 2025Q4: 78,630 shares; 2026Q1: 83,726 shares 83,726 $3.81M 0.09% +5,096 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,110 shares; 2024Q4: 41,307 shares; 2025Q1: 83,550 shares; 2025Q2: 41,449 shares; 2025Q3: 41,064 shares; 2025Q4: 44,188 shares; 2026Q1: 44,305 shares 44,305 $3.77M 0.09% +117 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,045 shares; 2024Q4: 48,641 shares; 2025Q1: 105,490 shares; 2025Q2: 48,459 shares; 2025Q3: 44,410 shares; 2025Q4: 53,849 shares; 2026Q1: 40,729 shares 40,729 $3.73M 0.09% -13,120 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,714 shares; 2024Q4: 13,702 shares; 2025Q1: 35,369 shares; 2025Q2: 20,562 shares; 2025Q3: 21,582 shares; 2025Q4: 21,942 shares; 2026Q1: 23,388 shares 23,388 $3.72M 0.09% +1,446 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,309 shares; 2025Q1: 9,968 shares; 2025Q2: 3,997 shares; 2025Q3: 861 shares; 2025Q4: 7,741 shares; 2026Q1: 7,816 shares 7,816 $3.7M 0.09% +75 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: 13,101 shares; 2024Q4: 12,711 shares; 2025Q1: 41,073 shares; 2025Q2: 23,065 shares; 2025Q3: 21,027 shares; 2025Q4: 20,552 shares; 2026Q1: 19,116 shares 19,116 $3.69M 0.09% -1,436 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,859 shares; 2024Q4: 25,715 shares; 2025Q1: 68,462 shares; 2025Q2: 46,123 shares; 2025Q3: 58,620 shares; 2025Q4: 76,023 shares; 2026Q1: 79,727 shares 79,727 $3.69M 0.09% +3,704 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: 12,571 shares; 2024Q4: 12,536 shares; 2025Q1: 26,529 shares; 2025Q2: 15,434 shares; 2025Q3: 13,712 shares; 2025Q4: 13,037 shares; 2026Q1: 15,113 shares 15,113 $3.67M 0.09% +2,076 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,773 shares; 2024Q4: 64,553 shares; 2025Q1: 169,294 shares; 2025Q2: 102,091 shares; 2025Q3: 102,362 shares; 2025Q4: 105,620 shares; 2026Q1: 101,610 shares 101,610 $3.67M 0.09% -4,010 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,403 shares; 2024Q4: 62,198 shares; 2025Q1: 130,861 shares; 2025Q2: 66,608 shares; 2025Q3: 65,194 shares; 2025Q4: 69,486 shares; 2026Q1: 91,695 shares 91,695 $3.64M 0.08% +22,209 Timeline QQEW 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: 29,734 shares; 2025Q1: 63,622 shares; 2025Q2: 33,875 shares; 2025Q3: 31,529 shares; 2025Q4: 31,384 shares; 2026Q1: 28,559 shares 28,559 $3.63M 0.08% -2,825 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,006 shares; 2024Q4: 15,206 shares; 2025Q1: 50,928 shares; 2025Q2: 25,783 shares; 2025Q3: 15,393 shares; 2025Q4: 16,181 shares; 2026Q1: 16,634 shares 16,634 $3.61M 0.08% +453 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: 57,577 shares; 2024Q4: 56,345 shares; 2025Q1: 119,564 shares; 2025Q2: 59,614 shares; 2025Q3: 59,885 shares; 2025Q4: 62,043 shares; 2026Q1: 40,622 shares 40,622 $3.58M 0.08% -21,421 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: 93,534 shares; 2024Q4: 90,079 shares; 2025Q1: 174,724 shares; 2025Q2: 79,441 shares; 2025Q3: 73,214 shares; 2025Q4: 51,518 shares; 2026Q1: 38,682 shares 38,682 $3.55M 0.08% -12,836 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: 14,234 shares; 2024Q4: 14,144 shares; 2025Q1: 39,545 shares; 2025Q2: 20,486 shares; 2025Q3: 17,348 shares; 2025Q4: 18,267 shares; 2026Q1: 18,958 shares 18,958 $3.54M 0.08% +691 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: 11,555 shares; 2024Q4: 11,460 shares; 2025Q1: 32,317 shares; 2025Q2: 18,763 shares; 2025Q3: 18,418 shares; 2025Q4: 18,301 shares; 2026Q1: 17,389 shares 17,389 $3.53M 0.08% -912 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,577 shares; 2024Q4: 26,884 shares; 2025Q1: 52,086 shares; 2025Q2: 26,650 shares; 2025Q3: 23,644 shares; 2025Q4: 23,018 shares; 2026Q1: 23,325 shares 23,325 $3.53M 0.08% +307 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,352 shares; 2024Q4: 98,352 shares; 2025Q1: 211,704 shares; 2025Q2: 135,227 shares; 2025Q3: 185,677 shares; 2025Q4: 191,102 shares; 2026Q1: 164,307 shares 164,307 $3.53M 0.08% -26,795 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,538 shares; 2024Q4: 44,748 shares; 2025Q1: 106,479 shares; 2025Q2: 58,622 shares; 2025Q3: 55,606 shares; 2025Q4: 55,202 shares; 2026Q1: 66,384 shares 66,384 $3.51M 0.08% +11,182 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 13,992 shares; 2025Q1: 4,142 shares; 2025Q2: 1,946 shares; 2025Q3: 2,346 shares; 2025Q4: 16,719 shares; 2026Q1: 23,671 shares 23,671 $3.43M 0.08% +6,952 Timeline PGX 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: 373,312 shares; 2024Q4: 374,166 shares; 2025Q1: 777,179 shares; 2025Q2: 373,775 shares; 2025Q3: 369,294 shares; 2025Q4: 360,831 shares; 2026Q1: 310,360 shares 310,360 $3.38M 0.08% -50,471 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: 17,578 shares; 2024Q4: 17,585 shares; 2025Q1: 49,710 shares; 2025Q2: 30,594 shares; 2025Q3: 31,523 shares; 2025Q4: 31,615 shares; 2026Q1: 33,491 shares 33,491 $3.37M 0.08% +1,876 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,375 shares; 2025Q1: 11,950 shares; 2025Q2: 22,054 shares; 2025Q3: 21,258 shares; 2025Q4: 21,233 shares; 2026Q1: 18,367 shares 18,367 $3.35M 0.08% -2,866 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 20,458 shares; 2025Q1: 70,161 shares; 2025Q2: 44,599 shares; 2025Q3: 42,849 shares; 2025Q4: 38,120 shares; 2026Q1: 37,704 shares 37,704 $3.34M 0.08% -416 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: 30,437 shares; 2024Q4: 30,533 shares; 2025Q1: 92,491 shares; 2025Q2: 52,661 shares; 2025Q3: 44,838 shares; 2025Q4: 44,041 shares; 2026Q1: 43,060 shares 43,060 $3.34M 0.08% -981 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 242 shares; 2025Q1: 749 shares; 2025Q2: 379 shares; 2025Q3: 268 shares; 2025Q4: 246 shares; 2026Q1: 5,928 shares 5,928 $3.33M 0.08% +5,682 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: 23,688 shares; 2024Q4: 73,411 shares; 2025Q1: 149,584 shares; 2025Q2: 96,529 shares; 2025Q3: 99,000 shares; 2025Q4: 112,317 shares; 2026Q1: 107,338 shares 107,338 $3.29M 0.08% -4,979 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,888 shares; 2024Q4: 77,752 shares; 2025Q1: 170,630 shares; 2025Q2: 88,449 shares; 2025Q3: 92,467 shares; 2025Q4: 62,350 shares; 2026Q1: 59,503 shares 59,503 $3.27M 0.08% -2,847 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,587 shares; 2024Q4: 21,352 shares; 2025Q1: 51,706 shares; 2025Q2: 29,070 shares; 2025Q3: 21,332 shares; 2025Q4: 22,314 shares; 2026Q1: 22,197 shares 22,197 $3.27M 0.08% -117 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,600 shares; 2024Q4: 88,100 shares; 2025Q1: 182,112 shares; 2025Q2: 93,787 shares; 2025Q3: 92,611 shares; 2025Q4: 64,753 shares; 2026Q1: 65,544 shares 65,544 $3.25M 0.08% +791 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: 21,809 shares; 2024Q4: 22,099 shares; 2025Q1: 62,884 shares; 2025Q2: 42,470 shares; 2025Q3: 40,390 shares; 2025Q4: 27,737 shares; 2026Q1: 40,829 shares 40,829 $3.24M 0.08% +13,092 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: 15,943 shares; 2024Q4: 50,891 shares; 2025Q1: 67,223 shares; 2025Q2: 34,821 shares; 2025Q3: 35,183 shares; 2025Q4: 37,905 shares; 2026Q1: 37,017 shares 37,017 $3.21M 0.07% -888 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: 8,893 shares; 2024Q4: 8,766 shares; 2025Q1: 16,961 shares; 2025Q2: 11,259 shares; 2025Q3: 6,961 shares; 2025Q4: 6,307 shares; 2026Q1: 6,375 shares 6,375 $3.19M 0.07% +68 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 802 shares; 2025Q1: 1,492 shares; 2025Q2: 798 shares; 2025Q3: 726 shares; 2025Q4: 772 shares; 2026Q1: 751 shares 751 $3.16M 0.07% -21 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,184 shares; 2024Q4: 30,591 shares; 2025Q1: 65,588 shares; 2025Q2: 38,686 shares; 2025Q3: 32,259 shares; 2025Q4: 32,334 shares; 2026Q1: 32,141 shares 32,141 $3.13M 0.07% -193 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,451 shares; 2024Q4: 32,641 shares; 2025Q1: 88,952 shares; 2025Q2: 47,084 shares; 2025Q3: 40,690 shares; 2025Q4: 40,750 shares; 2026Q1: 40,879 shares 40,879 $3.11M 0.07% +129 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,322 shares; 2025Q3: 99,583 shares; 2025Q4: 122,932 shares; 2026Q1: 118,179 shares 118,179 $3.09M 0.07% -4,753 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,635 shares 30,635 $3.05M 0.07% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,502 shares; 2024Q4: 34,553 shares; 2025Q1: 85,950 shares; 2025Q2: 54,864 shares; 2025Q3: 42,196 shares; 2025Q4: 43,014 shares; 2026Q1: 45,985 shares 45,985 $3.03M 0.07% +2,971 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: 934 shares; 2024Q4: 1,234 shares; 2025Q1: 5,972 shares; 2025Q2: 5,881 shares; 2025Q3: 15,621 shares; 2025Q4: 75,460 shares; 2026Q1: 75,463 shares 75,463 $3.03M 0.07% +3 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 76,211 shares; 2025Q3: 76,211 shares; 2025Q4: 78,028 shares; 2026Q1: 79,478 shares 79,478 $3.02M 0.07% +1,450 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: 132,539 shares; 2024Q4: 210,279 shares; 2025Q1: 270,694 shares; 2025Q2: 103,047 shares; 2025Q3: 110,965 shares; 2025Q4: 129,268 shares; 2026Q1: 61,052 shares 61,052 $3.01M 0.07% -68,216 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,028 shares; 2024Q4: 83,826 shares; 2025Q1: 188,081 shares; 2025Q2: 84,516 shares; 2025Q3: 87,585 shares; 2025Q4: 89,630 shares; 2026Q1: 89,839 shares 89,839 $3.01M 0.07% +209 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: 18,943 shares; 2024Q4: 14,033 shares; 2025Q1: 18,834 shares; 2025Q2: 11,730 shares; 2025Q3: 9,615 shares; 2025Q4: 8,975 shares; 2026Q1: 8,768 shares 8,768 $2.96M 0.07% -207 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 1,175 shares; 2025Q2: 2,675 shares; 2025Q3: 39,598 shares; 2025Q4: 98,028 shares; 2026Q1: 109,291 shares 109,291 $2.96M 0.07% +11,263 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: 8,081 shares; 2024Q4: 8,078 shares; 2025Q1: 15,368 shares; 2025Q2: 15,938 shares; 2025Q3: 10,449 shares; 2025Q4: 10,446 shares; 2026Q1: 10,396 shares 10,396 $2.95M 0.07% -50 Timeline AFMC 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: 3,837 shares; 2025Q2: 4,650 shares; 2025Q3: 85,282 shares; 2025Q4: 87,517 shares; 2026Q1: 82,750 shares 82,750 $2.94M 0.07% -4,767 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: 28,659 shares; 2024Q4: 31,547 shares; 2025Q1: 56,440 shares; 2025Q2: 23,114 shares; 2025Q3: 23,744 shares; 2025Q4: 73,717 shares; 2026Q1: 43,007 shares 43,007 $2.93M 0.07% -30,710 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: 10,765 shares; 2024Q4: 10,618 shares; 2025Q1: 35,627 shares; 2025Q2: 21,854 shares; 2025Q3: 18,988 shares; 2025Q4: 20,109 shares; 2026Q1: 22,299 shares 22,299 $2.92M 0.07% +2,190 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 27,397 shares; 2025Q1: 56,174 shares; 2025Q2: 28,071 shares; 2025Q3: 28,089 shares; 2025Q4: 30,375 shares; 2026Q1: 30,438 shares 30,438 $2.92M 0.07% +63 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: not reported; 2024Q4: 12,797 shares; 2025Q1: 30,378 shares; 2025Q2: 19,657 shares; 2025Q3: 12,906 shares; 2025Q4: 14,260 shares; 2026Q1: 14,358 shares 14,358 $2.92M 0.07% +98 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: 36,425 shares; 2024Q4: 34,737 shares; 2025Q1: 128,784 shares; 2025Q2: 28,262 shares; 2025Q3: 35,326 shares; 2025Q4: 36,722 shares; 2026Q1: 37,222 shares 37,222 $2.92M 0.07% +500 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: 8,256 shares; 2024Q4: 8,213 shares; 2025Q1: 17,634 shares; 2025Q2: 8,514 shares; 2025Q3: 7,613 shares; 2025Q4: 9,143 shares; 2026Q1: 9,297 shares 9,297 $2.92M 0.07% +154 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,188 shares 64,188 $2.9M 0.07% new 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: 56,825 shares; 2024Q4: 58,481 shares; 2025Q1: 86,396 shares; 2025Q2: 48,725 shares; 2025Q3: 42,647 shares; 2025Q4: 45,011 shares; 2026Q1: 42,805 shares 42,805 $2.89M 0.07% -2,206 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,826 shares 120,826 $2.89M 0.07% new 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: 40,297 shares; 2024Q4: 45,864 shares; 2025Q1: 124,768 shares; 2025Q2: 68,359 shares; 2025Q3: 65,866 shares; 2025Q4: 60,160 shares; 2026Q1: 58,336 shares 58,336 $2.83M 0.07% -1,824 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,307 shares; 2025Q1: 17,876 shares; 2025Q2: 11,904 shares; 2025Q3: 12,138 shares; 2025Q4: 13,145 shares; 2026Q1: 13,071 shares 13,071 $2.82M 0.07% -74 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,398 shares; 2024Q4: 24,364 shares; 2025Q1: 23,452 shares; 2025Q2: 23,443 shares; 2025Q3: 23,195 shares; 2025Q4: 23,944 shares; 2026Q1: 23,990 shares 23,990 $2.82M 0.07% +46 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: 57,351 shares; 2024Q4: 60,986 shares; 2025Q1: 204,840 shares; 2025Q2: 80,195 shares; 2025Q3: 17,368 shares; 2025Q4: 15,886 shares; 2026Q1: 14,258 shares 14,258 $2.8M 0.06% -1,628 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,412 shares; 2025Q1: 13,253 shares; 2025Q2: 21,651 shares; 2025Q3: 19,611 shares; 2025Q4: 20,060 shares; 2026Q1: 19,245 shares 19,245 $2.79M 0.06% -815 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: 19,318 shares; 2024Q4: 20,091 shares; 2025Q1: 52,522 shares; 2025Q2: 30,683 shares; 2025Q3: 29,812 shares; 2025Q4: 29,890 shares; 2026Q1: 28,907 shares 28,907 $2.79M 0.06% -983 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,251 shares; 2025Q1: 9,635 shares; 2025Q2: 7,017 shares; 2025Q3: 5,014 shares; 2025Q4: 4,979 shares; 2026Q1: 5,615 shares 5,615 $2.76M 0.06% +636 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: 13,432 shares; 2024Q4: 13,857 shares; 2025Q1: 22,110 shares; 2025Q2: 12,657 shares; 2025Q3: 7,573 shares; 2025Q4: 7,798 shares; 2026Q1: 34,618 shares 34,618 $2.75M 0.06% +26,820 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,847 shares; 2025Q1: 56,096 shares; 2025Q2: 31,873 shares; 2025Q3: 33,540 shares; 2025Q4: 50,687 shares; 2026Q1: 46,016 shares 46,016 $2.75M 0.06% -4,671 Timeline ILDR 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: 5,100 shares; 2025Q3: 93,919 shares; 2025Q4: 95,031 shares; 2026Q1: 90,665 shares 90,665 $2.7M 0.06% -4,366 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,095 shares; 2024Q4: 17,884 shares; 2025Q1: 28,107 shares; 2025Q2: 14,313 shares; 2025Q3: 13,307 shares; 2025Q4: 13,285 shares; 2026Q1: 12,689 shares 12,689 $2.68M 0.06% -596 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: 19,467 shares; 2024Q4: 18,625 shares; 2025Q1: 18,251 shares; 2025Q2: 35,349 shares; 2025Q3: 32,732 shares; 2025Q4: 44,201 shares; 2026Q1: 20,127 shares 20,127 $2.67M 0.06% -24,074 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: 7,080 shares; 2024Q4: 7,086 shares; 2025Q1: 19,989 shares; 2025Q2: 10,701 shares; 2025Q3: 11,554 shares; 2025Q4: 11,757 shares; 2026Q1: 11,250 shares 11,250 $2.66M 0.06% -507 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 10,960 shares; 2025Q1: 25,223 shares; 2025Q2: 12,418 shares; 2025Q3: 11,560 shares; 2025Q4: 11,640 shares; 2026Q1: 11,504 shares 11,504 $2.65M 0.06% -136 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 21,193 shares; 2025Q2: 11,062 shares; 2025Q3: 10,455 shares; 2025Q4: 10,889 shares; 2026Q1: 10,978 shares 10,978 $2.62M 0.06% +89 Timeline PTMC 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: 35,180 shares; 2024Q4: 46,458 shares; 2025Q1: 119,586 shares; 2025Q2: 67,594 shares; 2025Q3: 66,948 shares; 2025Q4: 69,313 shares; 2026Q1: 70,215 shares 70,215 $2.57M 0.06% +902 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,572 shares; 2026Q1: 22,357 shares 22,357 $2.57M 0.06% -1,215 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,471 shares; 2024Q4: 19,592 shares; 2025Q1: 39,489 shares; 2025Q2: 21,393 shares; 2025Q3: 18,627 shares; 2025Q4: 17,697 shares; 2026Q1: 17,604 shares 17,604 $2.57M 0.06% -93 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: 119,012 shares; 2024Q4: 113,648 shares; 2025Q1: 217,295 shares; 2025Q2: 127,777 shares; 2025Q3: 84,794 shares; 2025Q4: 84,811 shares; 2026Q1: 86,876 shares 86,876 $2.52M 0.06% +2,065 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: 17,052 shares; 2024Q4: 16,280 shares; 2025Q1: 48,015 shares; 2025Q2: 28,954 shares; 2025Q3: 21,716 shares; 2025Q4: 21,185 shares; 2026Q1: 20,754 shares 20,754 $2.5M 0.06% -431 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: 40,798 shares; 2024Q4: 40,635 shares; 2025Q1: 106,109 shares; 2025Q2: 59,157 shares; 2025Q3: 51,441 shares; 2025Q4: 50,729 shares; 2026Q1: 55,352 shares 55,352 $2.44M 0.06% +4,623 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: 440 shares; 2024Q4: 463 shares; 2025Q1: 749 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 13,333 shares 13,333 $2.42M 0.06% +13,107 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: 69,711 shares; 2024Q4: 73,107 shares; 2025Q1: 244,040 shares; 2025Q2: 203,106 shares; 2025Q3: 206,752 shares; 2025Q4: 86,031 shares; 2026Q1: 51,334 shares 51,334 $2.41M 0.06% -34,697 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: 7,451 shares; 2024Q4: 7,396 shares; 2025Q1: 20,961 shares; 2025Q2: 8,530 shares; 2025Q3: 6,995 shares; 2025Q4: 6,863 shares; 2026Q1: 6,846 shares 6,846 $2.41M 0.06% -17 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 9,378 shares; 2025Q4: 33,235 shares; 2026Q1: 50,928 shares 50,928 $2.39M 0.06% +17,693 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: 3,763 shares; 2024Q4: 3,924 shares; 2025Q1: 10,692 shares; 2025Q2: 6,899 shares; 2025Q3: 6,539 shares; 2025Q4: 6,777 shares; 2026Q1: 6,891 shares 6,891 $2.37M 0.05% +114 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,183 shares; 2024Q4: 31,391 shares; 2025Q1: 63,305 shares; 2025Q2: 58,165 shares; 2025Q3: 59,479 shares; 2025Q4: 64,104 shares; 2026Q1: 50,146 shares 50,146 $2.36M 0.05% -13,958 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 16,309 shares; 2025Q1: 37,091 shares; 2025Q2: 20,796 shares; 2025Q3: 20,352 shares; 2025Q4: 25,529 shares; 2026Q1: 24,581 shares 24,581 $2.35M 0.05% -948 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 7,084 shares; 2025Q1: 31,377 shares; 2025Q2: 15,271 shares; 2025Q3: 7,366 shares; 2025Q4: 7,595 shares; 2026Q1: 7,716 shares 7,716 $2.33M 0.05% +121 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,645 shares; 2024Q4: 16,769 shares; 2025Q1: 35,803 shares; 2025Q2: 20,401 shares; 2025Q3: 37,832 shares; 2025Q4: 37,986 shares; 2026Q1: 37,094 shares 37,094 $2.33M 0.05% -892 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,541 shares; 2024Q4: 27,795 shares; 2025Q1: 80,670 shares; 2025Q2: 51,309 shares; 2025Q3: 61,485 shares; 2025Q4: 72,568 shares; 2026Q1: 100,703 shares 100,703 $2.31M 0.05% +28,135 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 10,700 shares; 2025Q1: 30,663 shares; 2025Q2: 19,247 shares; 2025Q3: 20,082 shares; 2025Q4: 19,357 shares; 2026Q1: 18,011 shares 18,011 $2.31M 0.05% -1,346 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: 42,196 shares; 2024Q4: 40,820 shares; 2025Q1: 102,007 shares; 2025Q2: 40,166 shares; 2025Q3: 40,993 shares; 2025Q4: 44,765 shares; 2026Q1: 49,775 shares 49,775 $2.3M 0.05% +5,010 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: 396 shares; 2025Q4: 19,267 shares; 2026Q1: 25,771 shares 25,771 $2.21M 0.05% +6,504 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: 9,960 shares; 2024Q4: 11,079 shares; 2025Q1: 9,190 shares; 2025Q2: 4,570 shares; 2025Q3: 4,104 shares; 2025Q4: 3,943 shares; 2026Q1: 3,913 shares 3,913 $2.2M 0.05% -30 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: 1,331 shares; 2024Q4: 1,831 shares; 2025Q1: 3,652 shares; 2025Q2: 36,810 shares; 2025Q3: 37,712 shares; 2025Q4: 35,161 shares; 2026Q1: 41,575 shares 41,575 $2.2M 0.05% +6,414 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,401 shares 51,401 $2.16M 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,588 shares; 2025Q1: 2,951 shares; 2025Q2: 6,734 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares; 2026Q1: 4,678 shares 4,678 $2.16M 0.05% +70 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: 56,221 shares 56,221 $2.15M 0.05% new 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: 16,538 shares; 2024Q4: 16,353 shares; 2025Q1: 32,873 shares; 2025Q2: 17,818 shares; 2025Q3: 19,228 shares; 2025Q4: 16,597 shares; 2026Q1: 16,597 shares 16,597 $2.13M 0.05% 0 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: 25,153 shares; 2024Q4: 25,665 shares; 2025Q1: 66,514 shares; 2025Q2: 48,348 shares; 2025Q3: 52,118 shares; 2025Q4: 54,845 shares; 2026Q1: 55,340 shares 55,340 $2.09M 0.05% +495 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9,633 shares; 2025Q1: 19,324 shares; 2025Q2: 9,597 shares; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares; 2026Q1: 9,575 shares 9,575 $2.07M 0.05% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,856 shares; 2024Q4: 25,272 shares; 2025Q1: 46,348 shares; 2025Q2: 22,868 shares; 2025Q3: 25,920 shares; 2025Q4: 26,627 shares; 2026Q1: 28,361 shares 28,361 $2.07M 0.05% +1,734 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: 22,671 shares; 2024Q4: 23,321 shares; 2025Q1: 48,286 shares; 2025Q2: 23,622 shares; 2025Q3: 23,711 shares; 2025Q4: 23,531 shares; 2026Q1: 23,537 shares 23,537 $2.07M 0.05% +6 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: 10,985 shares 10,985 $2.07M 0.05% new 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: 66,004 shares; 2024Q4: 70,750 shares; 2025Q1: 192,087 shares; 2025Q2: 86,753 shares; 2025Q3: 50,985 shares; 2025Q4: 50,694 shares; 2026Q1: 48,326 shares 48,326 $2.04M 0.05% -2,368 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,780 shares; 2024Q4: 57,207 shares; 2025Q1: 128,986 shares; 2025Q2: 61,853 shares; 2025Q3: 52,948 shares; 2025Q4: 52,060 shares; 2026Q1: 45,181 shares 45,181 $2.03M 0.05% -6,879 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 994 shares; 2025Q1: 2,378 shares; 2025Q2: 1,092 shares; 2025Q3: 1,093 shares; 2025Q4: 1,034 shares; 2026Q1: 18,180 shares 18,180 $2.01M 0.05% +17,146 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 8,152 shares; 2025Q1: 21,028 shares; 2025Q2: 12,956 shares; 2025Q3: 13,933 shares; 2025Q4: 14,495 shares; 2026Q1: 20,549 shares 20,549 $1.99M 0.05% +6,054 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: 6,314 shares; 2024Q4: 6,035 shares; 2025Q1: 17,004 shares; 2025Q2: 9,229 shares; 2025Q3: 9,238 shares; 2025Q4: 9,264 shares; 2026Q1: 9,300 shares 9,300 $1.99M 0.05% +36 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,132 shares; 2024Q4: 76,935 shares; 2025Q1: 158,444 shares; 2025Q2: 76,353 shares; 2025Q3: 73,716 shares; 2025Q4: 65,784 shares; 2026Q1: 65,296 shares 65,296 $1.98M 0.05% -488 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: 13,637 shares; 2024Q4: 17,235 shares; 2025Q1: 49,395 shares; 2025Q2: 31,423 shares; 2025Q3: 31,890 shares; 2025Q4: 36,091 shares; 2026Q1: 36,349 shares 36,349 $1.97M 0.05% +258 Timeline DDWM 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: 34,608 shares; 2024Q4: 36,435 shares; 2025Q1: 82,757 shares; 2025Q2: 46,704 shares; 2025Q3: 48,614 shares; 2025Q4: 48,983 shares; 2026Q1: 44,391 shares 44,391 $1.96M 0.05% -4,592 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,670 shares; 2025Q1: 19,670 shares; 2025Q2: 20,265 shares; 2025Q3: 21,458 shares; 2025Q4: 21,171 shares; 2026Q1: 18,246 shares 18,246 $1.96M 0.05% -2,925 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 15,261 shares; 2025Q1: 35,179 shares; 2025Q2: 16,485 shares; 2025Q3: 12,786 shares; 2025Q4: 12,632 shares; 2026Q1: 12,483 shares 12,483 $1.94M 0.04% -149 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,339 shares 34,339 $1.93M 0.04% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 5,199 shares; 2025Q1: 15,209 shares; 2025Q2: 10,604 shares; 2025Q3: 11,210 shares; 2025Q4: 20,107 shares; 2026Q1: 25,764 shares 25,764 $1.93M 0.04% +5,657 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,655 shares; 2024Q4: 92,344 shares; 2025Q1: 188,188 shares; 2025Q2: 93,095 shares; 2025Q3: 87,464 shares; 2025Q4: 88,575 shares; 2026Q1: 89,355 shares 89,355 $1.92M 0.04% +780 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 474 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,890 shares 3,890 $1.91M 0.04% new 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: 12,615 shares; 2024Q4: 12,572 shares; 2025Q1: 29,907 shares; 2025Q2: 12,136 shares; 2025Q3: 11,474 shares; 2025Q4: 10,625 shares; 2026Q1: 9,238 shares 9,238 $1.91M 0.04% -1,387 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: 24,297 shares; 2024Q4: 24,297 shares; 2025Q1: 20,297 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares; 2026Q1: 15,737 shares 15,737 $1.9M 0.04% 0 Timeline KOMP 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: 32,806 shares; 2024Q4: 35,933 shares; 2025Q1: 70,362 shares; 2025Q2: 34,388 shares; 2025Q3: 30,786 shares; 2025Q4: 30,256 shares; 2026Q1: 32,448 shares 32,448 $1.9M 0.04% +2,192 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,425 shares; 2024Q4: 25,575 shares; 2025Q1: 47,775 shares; 2025Q2: 23,305 shares; 2025Q3: 23,175 shares; 2025Q4: 23,454 shares; 2026Q1: 20,904 shares 20,904 $1.88M 0.04% -2,550 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 3,546 shares; 2025Q1: 10,579 shares; 2025Q2: 8,712 shares; 2025Q3: 5,876 shares; 2025Q4: 7,652 shares; 2026Q1: 7,672 shares 7,672 $1.86M 0.04% +20 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 11,999 shares; 2025Q1: 28,269 shares; 2025Q2: 17,749 shares; 2025Q3: 17,930 shares; 2025Q4: 17,941 shares; 2026Q1: 18,592 shares 18,592 $1.86M 0.04% +651 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,672 shares; 2024Q4: 25,940 shares; 2025Q1: 55,049 shares; 2025Q2: 26,598 shares; 2025Q3: 26,361 shares; 2025Q4: 26,344 shares; 2026Q1: 26,528 shares 26,528 $1.85M 0.04% +184 Timeline KRE 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: 29,735 shares; 2024Q4: 30,259 shares; 2025Q1: 60,014 shares; 2025Q2: 29,806 shares; 2025Q3: 58,594 shares; 2025Q4: 28,898 shares; 2026Q1: 28,441 shares 28,441 $1.85M 0.04% -457 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: 11,874 shares; 2024Q4: 12,054 shares; 2025Q1: 26,407 shares; 2025Q2: 17,213 shares; 2025Q3: 15,928 shares; 2025Q4: 16,175 shares; 2026Q1: 15,664 shares 15,664 $1.81M 0.04% -511 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 4,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 14,760 shares; 2026Q1: 73,100 shares 73,100 $1.81M 0.04% +58,340 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,202 shares; 2025Q2: 74,936 shares; 2025Q3: 33,813 shares; 2025Q4: 65,099 shares; 2026Q1: 66,486 shares 66,486 $1.81M 0.04% +1,387 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 19,764 shares; 2025Q1: 18,093 shares; 2025Q2: 16,128 shares; 2025Q3: 17,027 shares; 2025Q4: 16,528 shares; 2026Q1: 16,924 shares 16,924 $1.79M 0.04% +396 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 5,672 shares; 2025Q1: 20,073 shares; 2025Q2: 9,452 shares; 2025Q3: 8,255 shares; 2025Q4: 9,224 shares; 2026Q1: 9,011 shares 9,011 $1.79M 0.04% -213 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,823 shares; 2025Q2: 31,450 shares; 2025Q3: 14,732 shares; 2025Q4: 47,087 shares; 2026Q1: 49,465 shares 49,465 $1.78M 0.04% +2,378 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: 24,377 shares; 2024Q4: 5,567 shares; 2025Q1: 55,580 shares; 2025Q2: 26,326 shares; 2025Q3: 25,895 shares; 2025Q4: 25,453 shares; 2026Q1: 8,112 shares 8,112 $1.77M 0.04% -17,341 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: 17,663 shares; 2024Q4: 17,874 shares; 2025Q1: 47,871 shares; 2025Q2: 29,296 shares; 2025Q3: 31,002 shares; 2025Q4: 32,048 shares; 2026Q1: 34,163 shares 34,163 $1.74M 0.04% +2,115 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,632 shares; 2025Q1: 8,263 shares; 2025Q2: 5,820 shares; 2025Q3: 5,436 shares; 2025Q4: 5,134 shares; 2026Q1: 4,827 shares 4,827 $1.73M 0.04% -307 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: 61,486 shares; 2024Q4: 65,653 shares; 2025Q1: 147,194 shares; 2025Q2: 80,424 shares; 2025Q3: 18,624 shares; 2025Q4: 17,599 shares; 2026Q1: 20,860 shares 20,860 $1.72M 0.04% +3,261 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: 14,210 shares; 2024Q4: 14,406 shares; 2025Q1: 31,881 shares; 2025Q2: 12,810 shares; 2025Q3: 12,673 shares; 2025Q4: 15,543 shares; 2026Q1: 11,731 shares 11,731 $1.72M 0.04% -3,812 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: 156 shares; 2024Q4: 391 shares; 2025Q1: 3,869 shares; 2025Q2: 5,719 shares; 2025Q3: 15,599 shares; 2025Q4: 19,405 shares; 2026Q1: 12,872 shares 12,872 $1.71M 0.04% -6,533 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: 46,085 shares; 2025Q1: 71,980 shares; 2025Q2: 32,660 shares; 2025Q3: 28,965 shares; 2025Q4: 27,732 shares; 2026Q1: 27,032 shares 27,032 $1.71M 0.04% -700 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,336 shares; 2024Q4: 129,577 shares; 2025Q1: 245,426 shares; 2025Q2: 43,317 shares; 2025Q3: 34,404 shares; 2025Q4: 42,045 shares; 2026Q1: 59,162 shares 59,162 $1.7M 0.04% +17,117 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: 25,180 shares; 2024Q4: 10,588 shares; 2025Q1: 25,479 shares; 2025Q2: 12,638 shares; 2025Q3: 9,344 shares; 2025Q4: 9,856 shares; 2026Q1: 10,178 shares 10,178 $1.67M 0.04% +322 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: 8,231 shares; 2024Q4: 10,619 shares; 2025Q1: 18,777 shares; 2025Q2: 12,750 shares; 2025Q3: 5,202 shares; 2025Q4: 5,456 shares; 2026Q1: 6,357 shares 6,357 $1.67M 0.04% +901 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,881 shares; 2024Q4: 163,019 shares; 2025Q1: 429,962 shares; 2025Q2: 253,227 shares; 2025Q3: 257,207 shares; 2025Q4: 265,826 shares; 2026Q1: 36,636 shares 36,636 $1.65M 0.04% -229,190 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,646 shares; 2024Q4: 21,756 shares; 2025Q1: 38,458 shares; 2025Q2: 20,457 shares; 2025Q3: 20,457 shares; 2025Q4: 19,797 shares; 2026Q1: 19,797 shares 19,797 $1.64M 0.04% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,434 shares; 2025Q1: 88,065 shares; 2025Q2: 53,002 shares; 2025Q3: 56,408 shares; 2025Q4: 58,796 shares; 2026Q1: 92,359 shares 92,359 $1.64M 0.04% +33,563 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: 55,518 shares; 2024Q4: 55,506 shares; 2025Q1: 127,908 shares; 2025Q2: 72,270 shares; 2025Q3: 72,270 shares; 2025Q4: 71,244 shares; 2026Q1: 30,612 shares 30,612 $1.63M 0.04% -40,632 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: 2,575 shares; 2024Q4: 2,576 shares; 2025Q1: 7,049 shares; 2025Q2: 3,881 shares; 2025Q3: 4,000 shares; 2025Q4: 3,789 shares; 2026Q1: 3,776 shares 3,776 $1.61M 0.04% -13 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,090 shares; 2024Q4: 37,476 shares; 2025Q1: 77,879 shares; 2025Q2: 45,108 shares; 2025Q3: 46,272 shares; 2025Q4: 45,151 shares; 2026Q1: 33,731 shares 33,731 $1.61M 0.04% -11,420 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,338 shares; 2025Q4: 24,188 shares; 2026Q1: 48,351 shares 48,351 $1.6M 0.04% +24,163 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: 5,492 shares; 2025Q1: 17,976 shares; 2025Q2: 36,600 shares; 2025Q3: 36,604 shares; 2025Q4: 37,120 shares; 2026Q1: 38,076 shares 38,076 $1.6M 0.04% +956 Timeline RSPU 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: 16,571 shares; 2024Q4: 17,750 shares; 2025Q1: 36,140 shares; 2025Q2: 18,200 shares; 2025Q3: 18,233 shares; 2025Q4: 19,450 shares; 2026Q1: 19,617 shares 19,617 $1.59M 0.04% +167 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,348 shares; 2024Q4: 56,708 shares; 2025Q1: 84,969 shares; 2025Q2: 42,189 shares; 2025Q3: 30,900 shares; 2025Q4: 36,622 shares; 2026Q1: 91,757 shares 91,757 $1.59M 0.04% +55,135 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: 14,632 shares; 2024Q4: 12,607 shares; 2025Q1: 13,176 shares; 2025Q2: 5,663 shares; 2025Q3: 5,258 shares; 2025Q4: 5,398 shares; 2026Q1: 4,740 shares 4,740 $1.56M 0.04% -658 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,560 shares; 2025Q1: 17,726 shares; 2025Q2: 12,197 shares; 2025Q3: 11,830 shares; 2025Q4: 12,146 shares; 2026Q1: 11,516 shares 11,516 $1.56M 0.04% -630 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 12,930 shares; 2025Q1: 31,318 shares; 2025Q2: 15,795 shares; 2025Q3: 15,964 shares; 2025Q4: 16,526 shares; 2026Q1: 19,837 shares 19,837 $1.56M 0.04% +3,311 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,914 shares; 2025Q2: 14,764 shares; 2025Q3: 17,089 shares; 2025Q4: 18,051 shares; 2026Q1: 20,981 shares 20,981 $1.55M 0.04% +2,930 Timeline QWLD 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: 11,276 shares; 2024Q4: 10,700 shares; 2025Q1: 20,768 shares; 2025Q2: 10,645 shares; 2025Q3: 10,885 shares; 2025Q4: 11,540 shares; 2026Q1: 10,749 shares 10,749 $1.54M 0.04% -791 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: 9,061 shares; 2024Q4: 8,757 shares; 2025Q1: 18,932 shares; 2025Q2: 17,196 shares; 2025Q3: 18,247 shares; 2025Q4: 18,545 shares; 2026Q1: 15,636 shares 15,636 $1.54M 0.04% -2,909 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 4,744 shares; 2025Q1: 18,976 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 13,713 shares; 2026Q1: 13,194 shares 13,194 $1.53M 0.04% -519 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 17,829 shares; 2026Q1: 18,072 shares 18,072 $1.53M 0.04% +243 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 19,710 shares; 2026Q1: 30,645 shares 30,645 $1.52M 0.04% +10,935 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,238 shares; 2024Q4: 171,316 shares; 2025Q1: 386,697 shares; 2025Q2: 208,255 shares; 2025Q3: 195,356 shares; 2025Q4: 196,865 shares; 2026Q1: 198,972 shares 198,972 $1.5M 0.03% +2,107 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,739 shares; 2024Q4: 15,889 shares; 2025Q1: 24,068 shares; 2025Q2: 11,412 shares; 2025Q3: 11,404 shares; 2025Q4: 11,279 shares; 2026Q1: 11,424 shares 11,424 $1.5M 0.03% +145 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 5,655 shares; 2026Q1: 28,233 shares 28,233 $1.49M 0.03% +22,578 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,734 shares; 2025Q1: 13,113 shares; 2025Q2: 6,619 shares; 2025Q3: 5,842 shares; 2025Q4: 5,145 shares; 2026Q1: 4,726 shares 4,726 $1.48M 0.03% -419 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: 5,485 shares; 2024Q4: 7,470 shares; 2025Q1: 20,488 shares; 2025Q2: 51,218 shares; 2025Q3: 53,599 shares; 2025Q4: 57,710 shares; 2026Q1: 40,802 shares 40,802 $1.47M 0.03% -16,908 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,914 shares 22,914 $1.47M 0.03% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,280 shares; 2025Q1: 52,346 shares; 2025Q2: 26,047 shares; 2025Q3: 25,543 shares; 2025Q4: 25,204 shares; 2026Q1: 19,318 shares 19,318 $1.46M 0.03% -5,886 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 7,127 shares; 2025Q1: 13,153 shares; 2025Q2: 6,348 shares; 2025Q3: 6,337 shares; 2025Q4: 6,345 shares; 2026Q1: 7,035 shares 7,035 $1.46M 0.03% +690 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,609 shares; 2024Q4: 19,609 shares; 2025Q1: 21,225 shares; 2025Q2: 21,225 shares; 2025Q3: 21,225 shares; 2025Q4: 21,225 shares; 2026Q1: 21,225 shares 21,225 $1.45M 0.03% 0 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: not reported; 2024Q4: 13,684 shares; 2025Q1: 15,561 shares; 2025Q2: 10,825 shares; 2025Q3: 7,901 shares; 2025Q4: 5,702 shares; 2026Q1: 5,357 shares 5,357 $1.45M 0.03% -345 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 4,926 shares; 2025Q1: 10,665 shares; 2025Q2: 5,623 shares; 2025Q3: 5,819 shares; 2025Q4: 6,531 shares; 2026Q1: 6,154 shares 6,154 $1.44M 0.03% -377 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,855 shares; 2025Q1: 25,547 shares; 2025Q2: 14,200 shares; 2025Q3: 14,236 shares; 2025Q4: 15,150 shares; 2026Q1: 15,064 shares 15,064 $1.44M 0.03% -86 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: 45,692 shares; 2024Q4: 128,147 shares; 2025Q1: 1,255,803 shares; 2025Q2: 573,156 shares; 2025Q3: 39,972 shares; 2025Q4: 47,496 shares; 2026Q1: 47,089 shares 47,089 $1.44M 0.03% -407 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 44,722 shares; 2025Q1: 89,420 shares; 2025Q2: 43,673 shares; 2025Q3: 43,673 shares; 2025Q4: 43,673 shares; 2026Q1: 42,988 shares 42,988 $1.43M 0.03% -685 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 27,139 shares; 2025Q1: 57,802 shares; 2025Q2: 30,253 shares; 2025Q3: 30,253 shares; 2025Q4: 31,527 shares; 2026Q1: 31,407 shares 31,407 $1.42M 0.03% -120 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: 5,872 shares; 2025Q1: 12,451 shares; 2025Q2: 19,556 shares; 2025Q3: 20,080 shares; 2025Q4: 37,906 shares; 2026Q1: 41,982 shares 41,982 $1.42M 0.03% +4,076 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,103 shares; 2025Q1: 20,731 shares; 2025Q2: 10,967 shares; 2025Q3: 11,382 shares; 2025Q4: 10,426 shares; 2026Q1: 9,088 shares 9,088 $1.41M 0.03% -1,338 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,045 shares; 2025Q1: 28,876 shares; 2025Q2: 21,450 shares; 2025Q3: 21,202 shares; 2025Q4: 20,447 shares; 2026Q1: 20,084 shares 20,084 $1.41M 0.03% -363 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 9,095 shares; 2025Q1: 29,887 shares; 2025Q2: 13,975 shares; 2025Q3: 12,447 shares; 2025Q4: 13,594 shares; 2026Q1: 14,147 shares 14,147 $1.4M 0.03% +553 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,103 shares 39,103 $1.4M 0.03% new Timeline TPHD 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: 29,537 shares; 2024Q4: 32,073 shares; 2025Q1: 71,884 shares; 2025Q2: 28,113 shares; 2025Q3: 22,209 shares; 2025Q4: 26,281 shares; 2026Q1: 33,763 shares 33,763 $1.4M 0.03% +7,482 Timeline PAMC 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: 70,165 shares; 2024Q4: 68,226 shares; 2025Q1: 167,333 shares; 2025Q2: 114,221 shares; 2025Q3: 44,711 shares; 2025Q4: 29,321 shares; 2026Q1: 29,083 shares 29,083 $1.39M 0.03% -238 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: 7,046 shares; 2024Q4: 11,502 shares; 2025Q1: 38,122 shares; 2025Q2: 32,567 shares; 2025Q3: 34,609 shares; 2025Q4: 35,561 shares; 2026Q1: 35,141 shares 35,141 $1.39M 0.03% -420 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,137 shares; 2025Q1: 9,291 shares; 2025Q2: 4,705 shares; 2025Q3: 3,565 shares; 2025Q4: 8,689 shares; 2026Q1: 8,784 shares 8,784 $1.38M 0.03% +95 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: 2,923 shares; 2024Q4: 2,958 shares; 2025Q1: 9,598 shares; 2025Q2: 5,537 shares; 2025Q3: 4,749 shares; 2025Q4: 4,749 shares; 2026Q1: 4,738 shares 4,738 $1.38M 0.03% -11 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: 40,796 shares; 2025Q1: 85,409 shares; 2025Q2: 44,613 shares; 2025Q3: 46,585 shares; 2025Q4: 46,643 shares; 2026Q1: 51,802 shares 51,802 $1.38M 0.03% +5,159 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,910 shares; 2025Q1: 7,374 shares; 2025Q2: 7,295 shares; 2025Q3: 8,283 shares; 2025Q4: 10,081 shares; 2026Q1: 13,100 shares 13,100 $1.38M 0.03% +3,019 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 761 shares; 2025Q1: 2,127 shares; 2025Q2: 1,084 shares; 2025Q3: 1,007 shares; 2025Q4: 13,718 shares; 2026Q1: 13,721 shares 13,721 $1.36M 0.03% +3 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: 2,660 shares; 2024Q4: 2,612 shares; 2025Q1: 9,242 shares; 2025Q2: 4,282 shares; 2025Q3: 3,449 shares; 2025Q4: 3,449 shares; 2026Q1: 3,479 shares 3,479 $1.36M 0.03% +30 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: not reported; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: 11,324 shares; 2025Q3: 17,184 shares; 2025Q4: 18,506 shares; 2026Q1: 21,248 shares 21,248 $1.36M 0.03% +2,742 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: 37,033 shares; 2024Q4: 50,282 shares; 2025Q1: 112,142 shares; 2025Q2: 57,375 shares; 2025Q3: 66,793 shares; 2025Q4: 67,858 shares; 2026Q1: 58,529 shares 58,529 $1.36M 0.03% -9,329 Timeline FTSL 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: 23,239 shares; 2024Q4: 22,635 shares; 2025Q1: 218,175 shares; 2025Q2: 109,432 shares; 2025Q3: 33,610 shares; 2025Q4: 33,167 shares; 2026Q1: 30,172 shares 30,172 $1.35M 0.03% -2,995 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,382 shares; 2025Q1: 11,439 shares; 2025Q2: 8,132 shares; 2025Q3: 7,506 shares; 2025Q4: 7,271 shares; 2026Q1: 6,957 shares 6,957 $1.35M 0.03% -314 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: 16,322 shares; 2024Q4: 18,628 shares; 2025Q1: 57,852 shares; 2025Q2: 25,327 shares; 2025Q3: 33,424 shares; 2025Q4: 38,287 shares; 2026Q1: 43,720 shares 43,720 $1.35M 0.03% +5,433 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: 41,393 shares; 2024Q4: 41,333 shares; 2025Q1: 94,838 shares; 2025Q2: 60,676 shares; 2025Q3: 39,866 shares; 2025Q4: 39,531 shares; 2026Q1: 27,508 shares 27,508 $1.34M 0.03% -12,023 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,161 shares; 2024Q4: 16,153 shares; 2025Q1: 49,063 shares; 2025Q2: 31,907 shares; 2025Q3: 22,644 shares; 2025Q4: 24,299 shares; 2026Q1: 25,649 shares 25,649 $1.33M 0.03% +1,350 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,980 shares; 2025Q1: 9,919 shares; 2025Q2: 13,765 shares; 2025Q3: 12,946 shares; 2025Q4: 11,159 shares; 2026Q1: 10,537 shares 10,537 $1.33M 0.03% -622 Timeline JPIB 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: 19,058 shares; 2024Q4: 19,654 shares; 2025Q1: 41,449 shares; 2025Q2: 20,434 shares; 2025Q3: 21,651 shares; 2025Q4: 22,349 shares; 2026Q1: 27,766 shares 27,766 $1.33M 0.03% +5,417 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: 871 shares; 2024Q4: 917 shares; 2025Q1: 2,798 shares; 2025Q2: 2,536 shares; 2025Q3: 2,910 shares; 2025Q4: 5,577 shares; 2026Q1: 3,591 shares 3,591 $1.32M 0.03% -1,986 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: 11,042 shares; 2024Q4: 11,891 shares; 2025Q1: 45,579 shares; 2025Q2: 18,661 shares; 2025Q3: 4,353 shares; 2025Q4: 4,569 shares; 2026Q1: 4,581 shares 4,581 $1.32M 0.03% +12 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: 2,834 shares; 2024Q4: 3,469 shares; 2025Q1: 14,236 shares; 2025Q2: 9,140 shares; 2025Q3: 9,938 shares; 2025Q4: 10,882 shares; 2026Q1: 11,656 shares 11,656 $1.29M 0.03% +774 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 7,714 shares; 2025Q1: 20,493 shares; 2025Q2: 9,344 shares; 2025Q3: 9,200 shares; 2025Q4: 8,899 shares; 2026Q1: 8,841 shares 8,841 $1.29M 0.03% -58 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: not reported; 2024Q4: 7,654 shares; 2025Q1: 27,647 shares; 2025Q2: 23,017 shares; 2025Q3: 21,874 shares; 2025Q4: 27,905 shares; 2026Q1: 26,477 shares 26,477 $1.29M 0.03% -1,428 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,297 shares; 2025Q1: 41,554 shares; 2025Q2: 32,583 shares; 2025Q3: 33,435 shares; 2025Q4: 33,336 shares; 2026Q1: 32,287 shares 32,287 $1.29M 0.03% -1,049 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,195 shares; 2024Q4: 13,650 shares; 2025Q1: 12,098 shares; 2025Q2: 12,583 shares; 2025Q3: 16,644 shares; 2025Q4: 22,534 shares; 2026Q1: 27,360 shares 27,360 $1.28M 0.03% +4,826 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,525 shares; 2025Q1: 8,520 shares; 2025Q2: 4,605 shares; 2025Q3: 4,204 shares; 2025Q4: 4,101 shares; 2026Q1: 3,983 shares 3,983 $1.27M 0.03% -118 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,211 shares; 2024Q4: 8,224 shares; 2025Q1: 18,395 shares; 2025Q2: 9,611 shares; 2025Q3: 9,101 shares; 2025Q4: 7,851 shares; 2026Q1: 7,427 shares 7,427 $1.27M 0.03% -424 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: 3,925 shares; 2024Q4: 7,435 shares; 2025Q1: 10,867 shares; 2025Q2: 12,002 shares; 2025Q3: 13,557 shares; 2025Q4: 12,812 shares; 2026Q1: 12,667 shares 12,667 $1.26M 0.03% -145 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: 13,644 shares; 2024Q4: 14,081 shares; 2025Q1: 45,346 shares; 2025Q2: 23,384 shares; 2025Q3: 20,284 shares; 2025Q4: 17,637 shares; 2026Q1: 27,337 shares 27,337 $1.26M 0.03% +9,700 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: 2,255 shares; 2024Q4: 2,311 shares; 2025Q1: 6,832 shares; 2025Q2: 3,668 shares; 2025Q3: 4,837 shares; 2025Q4: 4,729 shares; 2026Q1: 5,450 shares 5,450 $1.25M 0.03% +721 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 7,276 shares; 2025Q1: 15,746 shares; 2025Q2: 5,816 shares; 2025Q3: 6,478 shares; 2025Q4: 22,795 shares; 2026Q1: 23,852 shares 23,852 $1.24M 0.03% +1,057 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: 6,528 shares; 2024Q4: 6,647 shares; 2025Q1: 53,480 shares; 2025Q2: 8,633 shares; 2025Q3: 7,831 shares; 2025Q4: 8,873 shares; 2026Q1: 8,465 shares 8,465 $1.24M 0.03% -408 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,191 shares; 2025Q1: 10,460 shares; 2025Q2: 7,751 shares; 2025Q3: 4,812 shares; 2025Q4: 4,811 shares; 2026Q1: 4,793 shares 4,793 $1.23M 0.03% -18 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,596 shares; 2025Q1: 16,673 shares; 2025Q2: 8,143 shares; 2025Q3: 10,763 shares; 2025Q4: 11,258 shares; 2026Q1: 10,525 shares 10,525 $1.23M 0.03% -733 Timeline VSGX 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: 9,431 shares; 2024Q4: 12,031 shares; 2025Q1: 29,035 shares; 2025Q2: 17,630 shares; 2025Q3: 17,333 shares; 2025Q4: 16,801 shares; 2026Q1: 16,841 shares 16,841 $1.21M 0.03% +40 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 12,262 shares; 2025Q1: 30,003 shares; 2025Q2: 13,065 shares; 2025Q3: 16,367 shares; 2025Q4: 16,921 shares; 2026Q1: 17,563 shares 17,563 $1.21M 0.03% +642 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: 19,022 shares; 2024Q4: 19,002 shares; 2025Q1: 46,551 shares; 2025Q2: 20,199 shares; 2025Q3: 24,680 shares; 2025Q4: 25,947 shares; 2026Q1: 25,586 shares 25,586 $1.2M 0.03% -361 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,116 shares; 2025Q1: 4,262 shares; 2025Q2: 30,377 shares; 2025Q3: 29,744 shares; 2025Q4: 26,644 shares; 2026Q1: 24,644 shares 24,644 $1.2M 0.03% -2,000 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,038 shares; 2025Q1: 3,629 shares; 2025Q2: 9,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares 37,000 $1.2M 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,279 shares; 2025Q1: 9,754 shares; 2025Q2: 17,916 shares; 2025Q3: 17,067 shares; 2025Q4: 17,257 shares; 2026Q1: 16,753 shares 16,753 $1.2M 0.03% -504 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 4,824 shares; 2025Q1: 15,522 shares; 2025Q2: 8,323 shares; 2025Q3: 7,991 shares; 2025Q4: 7,875 shares; 2026Q1: 7,725 shares 7,725 $1.19M 0.03% -150 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,680 shares; 2025Q1: 54,076 shares; 2025Q2: 31,583 shares; 2025Q3: 25,958 shares; 2025Q4: 24,986 shares; 2026Q1: 24,986 shares 24,986 $1.18M 0.03% 0 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: 1,729 shares; 2024Q4: 1,140 shares; 2025Q1: 9,944 shares; 2025Q2: 4,431 shares; 2025Q3: 2,924 shares; 2025Q4: 2,827 shares; 2026Q1: 2,927 shares 2,927 $1.16M 0.03% +100 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: 1,944 shares; 2025Q2: 1,367 shares; 2025Q3: 1,323 shares; 2025Q4: 1,337 shares; 2026Q1: 1,200 shares 1,200 $1.15M 0.03% -137 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 10,466 shares; 2025Q1: 27,110 shares; 2025Q2: 15,022 shares; 2025Q3: 18,623 shares; 2025Q4: 16,462 shares; 2026Q1: 14,624 shares 14,624 $1.15M 0.03% -1,838 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: 7,028 shares; 2024Q4: 7,169 shares; 2025Q1: 17,116 shares; 2025Q2: 11,260 shares; 2025Q3: 10,245 shares; 2025Q4: 10,330 shares; 2026Q1: 10,116 shares 10,116 $1.14M 0.03% -214 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 1,523 shares; 2025Q2: 704 shares; 2025Q3: 690 shares; 2025Q4: 1,859 shares; 2026Q1: 8,421 shares 8,421 $1.14M 0.03% +6,562 Timeline PSFF 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: 1,450 shares; 2025Q3: 12,598 shares; 2025Q4: 33,324 shares; 2026Q1: 35,608 shares 35,608 $1.14M 0.03% +2,284 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,814 shares; 2025Q1: 20,068 shares; 2025Q2: 11,222 shares; 2025Q3: 12,891 shares; 2025Q4: 9,610 shares; 2026Q1: 14,577 shares 14,577 $1.14M 0.03% +4,967 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: 9,189 shares; 2024Q4: 9,589 shares; 2025Q1: 25,773 shares; 2025Q2: 12,979 shares; 2025Q3: 10,585 shares; 2025Q4: 9,829 shares; 2026Q1: 9,574 shares 9,574 $1.14M 0.03% -255 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 37,795 shares; 2025Q3: 31,395 shares; 2025Q4: 29,895 shares; 2026Q1: 30,474 shares 30,474 $1.13M 0.03% +579 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 6,180 shares; 2025Q1: 13,870 shares; 2025Q2: 10,775 shares; 2025Q3: 12,580 shares; 2025Q4: 12,350 shares; 2026Q1: 9,325 shares 9,325 $1.13M 0.03% -3,025 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: 11,068 shares; 2024Q4: 11,023 shares; 2025Q1: 26,330 shares; 2025Q2: 16,516 shares; 2025Q3: 16,195 shares; 2025Q4: 38,718 shares; 2026Q1: 38,609 shares 38,609 $1.13M 0.03% -109 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: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,807 shares; 2025Q2: 3,843 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 2,890 shares 2,890 $1.12M 0.03% -900 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,703 shares; 2024Q4: 47,770 shares; 2025Q1: 116,620 shares; 2025Q2: 48,810 shares; 2025Q3: 48,810 shares; 2025Q4: 33,165 shares; 2026Q1: 39,585 shares 39,585 $1.12M 0.03% +6,420 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 15,543 shares; 2025Q1: 45,933 shares; 2025Q2: 20,795 shares; 2025Q3: 21,660 shares; 2025Q4: 23,028 shares; 2026Q1: 23,295 shares 23,295 $1.12M 0.03% +267 Timeline DAPP 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: 194,234 shares; 2025Q1: 3,508 shares; 2025Q2: 124,396 shares; 2025Q3: 94,614 shares; 2025Q4: 99,638 shares; 2026Q1: 75,000 shares 75,000 $1.12M 0.03% -24,638 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,590 shares; 2025Q1: 6,990 shares; 2025Q2: 6,747 shares; 2025Q3: 3,962 shares; 2025Q4: 3,984 shares; 2026Q1: 3,735 shares 3,735 $1.1M 0.03% -249 Timeline BBLU 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: 71,142 shares; 2025Q1: 70,355 shares; 2025Q2: 70,205 shares; 2025Q3: 87,671 shares; 2025Q4: 85,284 shares; 2026Q1: 74,459 shares 74,459 $1.1M 0.03% -10,825 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: 21,340 shares; 2024Q4: 21,135 shares; 2025Q1: 42,118 shares; 2025Q2: 16,630 shares; 2025Q3: 16,521 shares; 2025Q4: 13,262 shares; 2026Q1: 12,263 shares 12,263 $1.1M 0.03% -999 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 7,129 shares; 2025Q3: 840 shares; 2025Q4: 15,763 shares; 2026Q1: 35,964 shares 35,964 $1.1M 0.03% +20,201 Timeline DIM 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: 11,495 shares; 2024Q4: 12,115 shares; 2025Q1: 26,007 shares; 2025Q2: 12,445 shares; 2025Q3: 12,445 shares; 2025Q4: 12,953 shares; 2026Q1: 13,166 shares 13,166 $1.09M 0.03% +213 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,147 shares; 2025Q1: 5,835 shares; 2025Q2: 2,969 shares; 2025Q3: 2,074 shares; 2025Q4: 1,907 shares; 2026Q1: 1,801 shares 1,801 $1.09M 0.03% -106 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: 45,651 shares; 2024Q4: 52,360 shares; 2025Q1: 86,134 shares; 2025Q2: 21,835 shares; 2025Q3: 25,889 shares; 2025Q4: 21,886 shares; 2026Q1: 4,367 shares 4,367 $1.09M 0.03% -17,519 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: 7,041 shares; 2024Q4: 5,785 shares; 2025Q1: 13,608 shares; 2025Q2: 8,501 shares; 2025Q3: 7,997 shares; 2025Q4: 7,362 shares; 2026Q1: 8,667 shares 8,667 $1.08M 0.03% +1,305 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,194 shares; 2025Q1: 12,690 shares; 2025Q2: 5,754 shares; 2025Q3: 5,869 shares; 2025Q4: 16,949 shares; 2026Q1: 16,954 shares 16,954 $1.06M 0.02% +5 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 878 shares; 2025Q1: 1,768 shares; 2025Q2: 3,782 shares; 2025Q3: 3,317 shares; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares 3,317 $1.06M 0.02% 0 Timeline PFXF 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: 64,855 shares; 2024Q4: 64,799 shares; 2025Q1: 134,543 shares; 2025Q2: 71,696 shares; 2025Q3: 69,642 shares; 2025Q4: 66,694 shares; 2026Q1: 60,275 shares 60,275 $1.06M 0.02% -6,419 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 43,095 shares; 2025Q1: 78,610 shares; 2025Q2: 22,132 shares; 2025Q3: 22,623 shares; 2025Q4: 22,008 shares; 2026Q1: 9,807 shares 9,807 $1.06M 0.02% -12,201 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,573 shares; 2024Q4: 31,290 shares; 2025Q1: 61,784 shares; 2025Q2: 33,761 shares; 2025Q3: 34,721 shares; 2025Q4: 32,904 shares; 2026Q1: 28,259 shares 28,259 $1.06M 0.02% -4,645 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: 29,621 shares; 2025Q1: 36,973 shares; 2025Q2: 37,976 shares; 2025Q3: 37,972 shares; 2025Q4: 19,525 shares; 2026Q1: 21,232 shares 21,232 $1.05M 0.02% +1,707 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,883 shares; 2025Q1: 28,817 shares; 2025Q2: 13,055 shares; 2025Q3: 13,164 shares; 2025Q4: 12,783 shares; 2026Q1: 13,281 shares 13,281 $1.05M 0.02% +498 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,515 shares; 2025Q1: 5,220 shares; 2025Q2: 3,389 shares; 2025Q3: 3,595 shares; 2025Q4: 3,571 shares; 2026Q1: 4,221 shares 4,221 $1.04M 0.02% +650 Timeline