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: 343,839 shares; 2024Q4: 380,233 shares; 2025Q1: 419,940 shares; 2025Q2: 415,193 shares; 2025Q3: 421,164 shares; 2025Q4: 414,959 shares; 2026Q1: 415,918 shares 415,918 $72.5M 2.69% +959 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: 238,905 shares; 2024Q4: 250,566 shares; 2025Q1: 265,476 shares; 2025Q2: 273,778 shares; 2025Q3: 270,849 shares; 2025Q4: 272,659 shares; 2026Q1: 276,839 shares 276,839 $70.3M 2.6% +4,180 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,267 shares; 2024Q4: 77,913 shares; 2025Q1: 80,544 shares; 2025Q2: 84,581 shares; 2025Q3: 83,981 shares; 2025Q4: 84,202 shares; 2026Q1: 104,466 shares 104,466 $68.2M 2.53% +20,264 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: 81,833 shares; 2024Q4: 84,965 shares; 2025Q1: 83,305 shares; 2025Q2: 91,510 shares; 2025Q3: 90,020 shares; 2025Q4: 89,455 shares; 2026Q1: 95,230 shares 95,230 $56.9M 2.11% +5,775 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: 1,068,064 shares; 2024Q4: 1,292,587 shares; 2025Q1: 1,440,754 shares; 2025Q2: 1,477,793 shares; 2025Q3: 1,407,762 shares; 2025Q4: 1,429,087 shares; 2026Q1: 1,568,092 shares 1,568,092 $53M 1.96% +139,005 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: 77,643 shares; 2024Q4: 83,402 shares; 2025Q1: 83,048 shares; 2025Q2: 81,965 shares; 2025Q3: 80,401 shares; 2025Q4: 84,268 shares; 2026Q1: 73,991 shares 73,991 $48.1M 1.78% -10,277 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,953 shares; 2024Q4: 92,050 shares; 2025Q1: 118,156 shares; 2025Q2: 133,612 shares; 2025Q3: 138,962 shares; 2025Q4: 154,871 shares; 2026Q1: 1,625,843 shares 1,625,843 $46.6M 1.73% +1,470,972 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: 528,340 shares; 2024Q4: 639,868 shares; 2025Q1: 662,742 shares; 2025Q2: 664,018 shares; 2025Q3: 641,950 shares; 2025Q4: 613,111 shares; 2026Q1: 593,732 shares 593,732 $45.4M 1.68% -19,379 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: 164,487 shares; 2024Q4: 179,307 shares; 2025Q1: 189,287 shares; 2025Q2: 198,336 shares; 2025Q3: 216,751 shares; 2025Q4: 214,833 shares; 2026Q1: 203,333 shares 203,333 $42.3M 1.57% -11,500 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: 463,965 shares; 2024Q4: 621,185 shares; 2025Q1: 724,756 shares; 2025Q2: 766,456 shares; 2025Q3: 729,887 shares; 2025Q4: 694,326 shares; 2026Q1: 677,459 shares 677,459 $38.3M 1.42% -16,867 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: 84,200 shares; 2024Q4: 90,230 shares; 2025Q1: 97,486 shares; 2025Q2: 94,632 shares; 2025Q3: 94,940 shares; 2025Q4: 100,135 shares; 2026Q1: 100,842 shares 100,842 $37.3M 1.38% +707 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: 208,678 shares; 2024Q4: 241,113 shares; 2025Q1: 248,295 shares; 2025Q2: 264,657 shares; 2025Q3: 268,762 shares; 2025Q4: 269,722 shares; 2026Q1: 322,991 shares 322,991 $36.5M 1.35% +53,269 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: 206,165 shares; 2024Q4: 224,013 shares; 2025Q1: 205,395 shares; 2025Q2: 227,353 shares; 2025Q3: 460,658 shares; 2025Q4: 464,538 shares; 2026Q1: 505,605 shares 505,605 $34.5M 1.28% +41,067 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: 226,696 shares; 2024Q4: 275,222 shares; 2025Q1: 288,916 shares; 2025Q2: 321,211 shares; 2025Q3: 314,980 shares; 2025Q4: 325,181 shares; 2026Q1: 346,165 shares 346,165 $33.9M 1.26% +20,984 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: 237,943 shares; 2024Q4: 324,759 shares; 2025Q1: 367,244 shares; 2025Q2: 394,073 shares; 2025Q3: 408,338 shares; 2025Q4: 416,883 shares; 2026Q1: 435,259 shares 435,259 $29.4M 1.09% +18,376 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: 868,773 shares; 2024Q4: 986,193 shares; 2025Q1: 968,494 shares; 2025Q2: 866,224 shares; 2025Q3: 927,073 shares; 2025Q4: 1,042,952 shares; 2026Q1: 538,649 shares 538,649 $27.1M 1% -504,303 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: 150,176 shares; 2024Q4: 173,442 shares; 2025Q1: 186,444 shares; 2025Q2: 189,832 shares; 2025Q3: 199,810 shares; 2025Q4: 209,979 shares; 2026Q1: 217,243 shares 217,243 $27M 1% +7,264 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 94,119 shares; 2025Q1: 79,147 shares; 2025Q2: 81,662 shares; 2025Q3: 78,953 shares; 2025Q4: 80,399 shares; 2026Q1: 92,388 shares 92,388 $26.6M 0.98% +11,989 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,146 shares; 2024Q4: 412,561 shares; 2025Q1: 379,732 shares; 2025Q2: 448,025 shares; 2025Q3: 435,525 shares; 2025Q4: 431,110 shares; 2026Q1: 468,184 shares 468,184 $23.5M 0.87% +37,074 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,976 shares; 2024Q4: 156,017 shares; 2025Q1: 177,249 shares; 2025Q2: 181,448 shares; 2025Q3: 180,081 shares; 2025Q4: 179,452 shares; 2026Q1: 181,371 shares 181,371 $22.7M 0.84% +1,919 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: 84,844 shares; 2024Q4: 103,209 shares; 2025Q1: 104,514 shares; 2025Q2: 90,271 shares; 2025Q3: 81,525 shares; 2025Q4: 72,917 shares; 2026Q1: 93,782 shares 93,782 $22.3M 0.83% +20,865 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: 35,726 shares; 2024Q4: 38,328 shares; 2025Q1: 38,784 shares; 2025Q2: 38,938 shares; 2025Q3: 39,535 shares; 2025Q4: 42,525 shares; 2026Q1: 38,788 shares 38,788 $22.2M 0.82% -3,737 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: 81,121 shares; 2024Q4: 82,231 shares; 2025Q1: 79,895 shares; 2025Q2: 83,209 shares; 2025Q3: 79,104 shares; 2025Q4: 79,638 shares; 2026Q1: 72,496 shares 72,496 $21.3M 0.79% -7,142 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: 136,535 shares; 2024Q4: 171,084 shares; 2025Q1: 195,991 shares; 2025Q2: 236,391 shares; 2025Q3: 159,989 shares; 2025Q4: 162,085 shares; 2026Q1: 224,492 shares 224,492 $20.3M 0.75% +62,407 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: 76,445 shares; 2024Q4: 80,065 shares; 2025Q1: 81,186 shares; 2025Q2: 87,842 shares; 2025Q3: 88,438 shares; 2025Q4: 91,609 shares; 2026Q1: 94,263 shares 94,263 $20.3M 0.75% +2,654 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: 97,735 shares; 2024Q4: 102,765 shares; 2025Q1: 109,247 shares; 2025Q2: 110,600 shares; 2025Q3: 109,570 shares; 2025Q4: 111,424 shares; 2026Q1: 119,177 shares 119,177 $20.2M 0.75% +7,753 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,350 shares; 2024Q4: 761,730 shares; 2025Q1: 731,196 shares; 2025Q2: 796,286 shares; 2025Q3: 785,724 shares; 2025Q4: 780,202 shares; 2026Q1: 778,858 shares 778,858 $20M 0.74% -1,344 Timeline OMFL 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: 186,159 shares; 2024Q4: 180,118 shares; 2025Q1: 224,621 shares; 2025Q2: 252,580 shares; 2025Q3: 261,225 shares; 2025Q4: 264,497 shares; 2026Q1: 319,597 shares 319,597 $19.2M 0.71% +55,100 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: 64,995 shares; 2024Q4: 70,781 shares; 2025Q1: 83,924 shares; 2025Q2: 98,724 shares; 2025Q3: 100,939 shares; 2025Q4: 113,417 shares; 2026Q1: 570,042 shares 570,042 $19.1M 0.71% +456,625 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: 30,247 shares; 2024Q4: 39,374 shares; 2025Q1: 35,255 shares; 2025Q2: 35,309 shares; 2025Q3: 34,473 shares; 2025Q4: 33,137 shares; 2026Q1: 32,422 shares 32,422 $18.7M 0.69% -715 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,016 shares; 2024Q4: 80,485 shares; 2025Q1: 99,218 shares; 2025Q2: 123,215 shares; 2025Q3: 131,284 shares; 2025Q4: 151,047 shares; 2026Q1: 822,025 shares 822,025 $18.4M 0.68% +670,978 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: 31,199 shares; 2024Q4: 36,384 shares; 2025Q1: 41,004 shares; 2025Q2: 39,651 shares; 2025Q3: 41,549 shares; 2025Q4: 45,721 shares; 2026Q1: 42,770 shares 42,770 $18.4M 0.68% -2,951 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: 61,180 shares; 2024Q4: 49,947 shares; 2025Q1: 53,869 shares; 2025Q2: 55,256 shares; 2025Q3: 53,040 shares; 2025Q4: 55,748 shares; 2026Q1: 58,071 shares 58,071 $18M 0.67% +2,323 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: 88,338 shares; 2024Q4: 84,455 shares; 2025Q1: 84,088 shares; 2025Q2: 74,910 shares; 2025Q3: 74,293 shares; 2025Q4: 73,113 shares; 2026Q1: 92,821 shares 92,821 $17.8M 0.66% +19,708 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,199 shares; 2024Q4: 385,970 shares; 2025Q1: 400,469 shares; 2025Q2: 491,805 shares; 2025Q3: 470,508 shares; 2025Q4: 422,131 shares; 2026Q1: 455,633 shares 455,633 $17.8M 0.66% +33,502 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: 43,377 shares; 2024Q4: 51,481 shares; 2025Q1: 48,939 shares; 2025Q2: 50,796 shares; 2025Q3: 50,378 shares; 2025Q4: 50,571 shares; 2026Q1: 46,850 shares 46,850 $17.4M 0.65% -3,721 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: 16,117 shares; 2024Q4: 16,057 shares; 2025Q1: 17,347 shares; 2025Q2: 19,204 shares; 2025Q3: 20,931 shares; 2025Q4: 20,085 shares; 2026Q1: 18,699 shares 18,699 $17.2M 0.64% -1,386 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339,952 shares; 2024Q4: 3,462,652 shares; 2025Q1: 3,412,129 shares; 2025Q2: 3,198,343 shares; 2025Q3: 3,243,160 shares; 2025Q4: 3,331,616 shares; 2026Q1: 3,312,503 shares 3,312,503 $17.2M 0.64% -19,113 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: 31,460 shares; 2024Q4: 31,092 shares; 2025Q1: 33,133 shares; 2025Q2: 33,962 shares; 2025Q3: 35,027 shares; 2025Q4: 35,812 shares; 2026Q1: 35,855 shares 35,855 $17.2M 0.64% +43 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: 95,528 shares; 2024Q4: 139,053 shares; 2025Q1: 194,501 shares; 2025Q2: 202,056 shares; 2025Q3: 216,835 shares; 2025Q4: 278,812 shares; 2026Q1: 286,365 shares 286,365 $17M 0.63% +7,553 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,554 shares; 2024Q4: 184,887 shares; 2025Q1: 174,017 shares; 2025Q2: 172,304 shares; 2025Q3: 189,843 shares; 2025Q4: 197,735 shares; 2026Q1: 355,628 shares 355,628 $16.2M 0.6% +157,893 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: 47,768 shares; 2024Q4: 46,363 shares; 2025Q1: 56,710 shares; 2025Q2: 59,729 shares; 2025Q3: 65,211 shares; 2025Q4: 57,462 shares; 2026Q1: 55,331 shares 55,331 $15.9M 0.59% -2,131 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: 61,344 shares; 2024Q4: 61,795 shares; 2025Q1: 62,377 shares; 2025Q2: 65,262 shares; 2025Q3: 65,577 shares; 2025Q4: 70,480 shares; 2026Q1: 82,597 shares 82,597 $15.8M 0.59% +12,117 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 6,672 shares; 2025Q1: 133,583 shares; 2025Q2: 504,830 shares; 2025Q3: 497,125 shares; 2025Q4: 521,774 shares; 2026Q1: 288,519 shares 288,519 $15.7M 0.58% -233,255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,064 shares; 2026Q1: 171,742 shares 171,742 $15.7M 0.58% +137,678 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: 42,534 shares; 2024Q4: 42,481 shares; 2025Q1: 45,677 shares; 2025Q2: 46,364 shares; 2025Q3: 46,684 shares; 2025Q4: 46,222 shares; 2026Q1: 75,346 shares 75,346 $14.8M 0.55% +29,124 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: 24,478 shares; 2024Q4: 26,781 shares; 2025Q1: 30,160 shares; 2025Q2: 29,025 shares; 2025Q3: 30,930 shares; 2025Q4: 34,277 shares; 2026Q1: 31,528 shares 31,528 $13.8M 0.51% -2,749 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: 100,778 shares; 2024Q4: 117,074 shares; 2025Q1: 122,540 shares; 2025Q2: 131,376 shares; 2025Q3: 62,270 shares; 2025Q4: 60,293 shares; 2026Q1: 59,317 shares 59,317 $12.5M 0.46% -976 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: 52,951 shares; 2024Q4: 47,537 shares; 2025Q1: 53,721 shares; 2025Q2: 54,114 shares; 2025Q3: 52,631 shares; 2025Q4: 50,161 shares; 2026Q1: 49,244 shares 49,244 $12M 0.45% -917 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: 141,997 shares; 2024Q4: 142,485 shares; 2025Q1: 149,862 shares; 2025Q2: 160,341 shares; 2025Q3: 160,603 shares; 2025Q4: 169,083 shares; 2026Q1: 168,704 shares 168,704 $11.8M 0.44% -379 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649,532 shares; 2024Q4: 597,044 shares; 2025Q1: 570,196 shares; 2025Q2: 440,482 shares; 2025Q3: 384,585 shares; 2025Q4: 362,087 shares; 2026Q1: 347,007 shares 347,007 $11.7M 0.43% -15,080 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: 49,241 shares; 2024Q4: 52,625 shares; 2025Q1: 53,087 shares; 2025Q2: 53,799 shares; 2025Q3: 57,651 shares; 2025Q4: 55,064 shares; 2026Q1: 56,314 shares 56,314 $11.7M 0.43% +1,250 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: 84,992 shares; 2024Q4: 91,849 shares; 2025Q1: 81,729 shares; 2025Q2: 93,261 shares; 2025Q3: 107,384 shares; 2025Q4: 93,599 shares; 2026Q1: 88,219 shares 88,219 $11M 0.41% -5,380 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,655 shares; 2024Q4: 287,886 shares; 2025Q1: 269,939 shares; 2025Q2: 273,933 shares; 2025Q3: 268,147 shares; 2025Q4: 266,514 shares; 2026Q1: 249,134 shares 249,134 $10.7M 0.4% -17,380 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: 80,851 shares; 2024Q4: 78,798 shares; 2025Q1: 85,061 shares; 2025Q2: 84,572 shares; 2025Q3: 84,400 shares; 2025Q4: 82,826 shares; 2026Q1: 84,536 shares 84,536 $10.2M 0.38% +1,710 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: 10,797 shares; 2024Q4: 25,370 shares; 2025Q1: 29,787 shares; 2025Q2: 30,262 shares; 2025Q3: 30,440 shares; 2025Q4: 29,959 shares; 2026Q1: 31,223 shares 31,223 $10M 0.37% +1,264 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: 158,287 shares; 2024Q4: 162,726 shares; 2025Q1: 182,322 shares; 2025Q2: 182,918 shares; 2025Q3: 188,257 shares; 2025Q4: 198,503 shares; 2026Q1: 203,636 shares 203,636 $9.84M 0.36% +5,133 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,526 shares; 2024Q4: 68,934 shares; 2025Q1: 76,907 shares; 2025Q2: 83,614 shares; 2025Q3: 86,019 shares; 2025Q4: 75,203 shares; 2026Q1: 59,002 shares 59,002 $9.54M 0.35% -16,201 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: 46,517 shares; 2024Q4: 55,574 shares; 2025Q1: 68,478 shares; 2025Q2: 66,402 shares; 2025Q3: 66,266 shares; 2025Q4: 51,638 shares; 2026Q1: 70,860 shares 70,860 $9.42M 0.35% +19,222 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: 85,941 shares; 2024Q4: 81,826 shares; 2025Q1: 81,551 shares; 2025Q2: 108,915 shares; 2025Q3: 133,791 shares; 2025Q4: 133,546 shares; 2026Q1: 121,182 shares 121,182 $9.4M 0.35% -12,364 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,793,150 shares; 2026Q1: 2,059,736 shares 2,059,736 $9.04M 0.34% +266,586 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: 91,929 shares; 2024Q4: 59,519 shares; 2025Q1: 61,189 shares; 2025Q2: 68,935 shares; 2025Q3: 60,616 shares; 2025Q4: 68,078 shares; 2026Q1: 61,070 shares 61,070 $8.93M 0.33% -7,008 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: 214,328 shares; 2024Q4: 213,206 shares; 2025Q1: 267,149 shares; 2025Q2: 213,226 shares; 2025Q3: 213,289 shares; 2025Q4: 212,882 shares; 2026Q1: 212,976 shares 212,976 $8.74M 0.32% +94 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 12,024 shares; 2025Q1: 13,655 shares; 2025Q2: 13,382 shares; 2025Q3: 14,707 shares; 2025Q4: 13,922 shares; 2026Q1: 21,950 shares 21,950 $8.57M 0.32% +8,028 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: 22,832 shares; 2024Q4: 24,224 shares; 2025Q1: 24,109 shares; 2025Q2: 26,494 shares; 2025Q3: 28,316 shares; 2025Q4: 28,922 shares; 2026Q1: 29,711 shares 29,711 $8.53M 0.32% +789 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: 30,497 shares; 2024Q4: 37,318 shares; 2025Q1: 35,642 shares; 2025Q2: 29,085 shares; 2025Q3: 28,397 shares; 2025Q4: 28,143 shares; 2026Q1: 34,173 shares 34,173 $8.48M 0.31% +6,030 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: 9,034 shares; 2024Q4: 9,854 shares; 2025Q1: 9,597 shares; 2025Q2: 11,480 shares; 2025Q3: 10,467 shares; 2025Q4: 8,886 shares; 2026Q1: 8,456 shares 8,456 $8.43M 0.31% -430 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: 46,901 shares; 2024Q4: 59,853 shares; 2025Q1: 77,916 shares; 2025Q2: 81,584 shares; 2025Q3: 82,168 shares; 2025Q4: 84,680 shares; 2026Q1: 82,984 shares 82,984 $8.35M 0.31% -1,696 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 16,190 shares; 2025Q1: 17,297 shares; 2025Q2: 17,989 shares; 2025Q3: 17,828 shares; 2025Q4: 17,290 shares; 2026Q1: 17,725 shares 17,725 $8.21M 0.3% +435 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: 254,426 shares; 2024Q4: 219,536 shares; 2025Q1: 209,352 shares; 2025Q2: 210,972 shares; 2025Q3: 135,889 shares; 2025Q4: 130,005 shares; 2026Q1: 165,786 shares 165,786 $8.18M 0.3% +35,781 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,611 shares; 2024Q4: 257,385 shares; 2025Q1: 257,047 shares; 2025Q2: 261,527 shares; 2025Q3: 260,659 shares; 2025Q4: 260,085 shares; 2026Q1: 242,052 shares 242,052 $8.13M 0.3% -18,033 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: 321,265 shares; 2024Q4: 330,643 shares; 2025Q1: 337,309 shares; 2025Q2: 381,102 shares; 2025Q3: 377,906 shares; 2025Q4: 384,096 shares; 2026Q1: 451,344 shares 451,344 $8.01M 0.3% +67,248 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: 83,902 shares; 2024Q4: 245,912 shares; 2025Q1: 245,630 shares; 2025Q2: 253,527 shares; 2025Q3: 253,217 shares; 2025Q4: 253,720 shares; 2026Q1: 256,598 shares 256,598 $7.83M 0.29% +2,878 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,143 shares; 2025Q3: 56,751 shares; 2025Q4: 71,990 shares; 2026Q1: 125,721 shares 125,721 $7.8M 0.29% +53,731 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,906 shares; 2024Q4: 231,429 shares; 2025Q1: 232,702 shares; 2025Q2: 240,578 shares; 2025Q3: 243,859 shares; 2025Q4: 245,580 shares; 2026Q1: 268,549 shares 268,549 $7.71M 0.29% +22,969 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 11,382 shares; 2025Q1: 10,602 shares; 2025Q2: 10,910 shares; 2025Q3: 10,810 shares; 2025Q4: 10,859 shares; 2026Q1: 11,036 shares 11,036 $7.7M 0.29% +177 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: 94,384 shares; 2024Q4: 87,675 shares; 2025Q1: 79,814 shares; 2025Q2: 78,252 shares; 2025Q3: 76,617 shares; 2025Q4: 77,971 shares; 2026Q1: 81,273 shares 81,273 $7.54M 0.28% +3,302 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,511 shares; 2024Q4: 127,997 shares; 2025Q1: 87,593 shares; 2025Q2: 87,228 shares; 2025Q3: 86,219 shares; 2025Q4: 84,914 shares; 2026Q1: 83,274 shares 83,274 $7.48M 0.28% -1,640 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: 27,723 shares; 2024Q4: 27,729 shares; 2025Q1: 29,539 shares; 2025Q2: 30,853 shares; 2025Q3: 31,026 shares; 2025Q4: 30,939 shares; 2026Q1: 33,148 shares 33,148 $7.21M 0.27% +2,209 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: 2,439 shares; 2024Q4: 2,395 shares; 2025Q1: 2,095 shares; 2025Q2: 2,097 shares; 2025Q3: 4,114 shares; 2025Q4: 6,543 shares; 2026Q1: 45,370 shares 45,370 $7.19M 0.27% +38,827 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 7,185 shares; 2025Q1: 8,166 shares; 2025Q2: 9,455 shares; 2025Q3: 8,591 shares; 2025Q4: 10,210 shares; 2026Q1: 8,313 shares 8,313 $7.03M 0.26% -1,897 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239,899 shares 239,899 $6.95M 0.26% new 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: 312,233 shares; 2024Q4: 305,194 shares; 2025Q1: 267,003 shares; 2025Q2: 215,672 shares; 2025Q3: 211,466 shares; 2025Q4: 206,705 shares; 2026Q1: 195,690 shares 195,690 $6.91M 0.26% -11,015 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: 22,078 shares; 2024Q4: 19,313 shares; 2025Q1: 19,040 shares; 2025Q2: 19,788 shares; 2025Q3: 21,217 shares; 2025Q4: 22,462 shares; 2026Q1: 22,561 shares 22,561 $6.82M 0.25% +99 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: 1,859 shares; 2024Q4: 1,667 shares; 2025Q1: 1,823 shares; 2025Q2: 1,573 shares; 2025Q3: 1,587 shares; 2025Q4: 1,553 shares; 2026Q1: 27,449 shares 27,449 $6.78M 0.25% +25,896 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: 29,133 shares; 2024Q4: 29,093 shares; 2025Q1: 29,876 shares; 2025Q2: 29,976 shares; 2025Q3: 30,092 shares; 2025Q4: 29,724 shares; 2026Q1: 30,271 shares 30,271 $6.47M 0.24% +547 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,401 shares; 2024Q4: 46,564 shares; 2025Q1: 46,204 shares; 2025Q2: 46,028 shares; 2025Q3: 45,625 shares; 2025Q4: 43,383 shares; 2026Q1: 29,475 shares 29,475 $6.45M 0.24% -13,908 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: 31,167 shares; 2024Q4: 25,131 shares; 2025Q1: 26,867 shares; 2025Q2: 28,168 shares; 2025Q3: 30,167 shares; 2025Q4: 33,531 shares; 2026Q1: 31,270 shares 31,270 $6.36M 0.24% -2,261 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: 8,057 shares; 2024Q4: 7,745 shares; 2025Q1: 9,122 shares; 2025Q2: 9,238 shares; 2025Q3: 10,292 shares; 2025Q4: 80,140 shares; 2026Q1: 65,510 shares 65,510 $6.3M 0.23% -14,630 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: 87,567 shares; 2024Q4: 89,409 shares; 2025Q1: 102,702 shares; 2025Q2: 100,334 shares; 2025Q3: 96,439 shares; 2025Q4: 123,109 shares; 2026Q1: 125,402 shares 125,402 $6.3M 0.23% +2,293 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: 31,939 shares; 2024Q4: 33,620 shares; 2025Q1: 40,883 shares; 2025Q2: 39,637 shares; 2025Q3: 34,215 shares; 2025Q4: 31,907 shares; 2026Q1: 32,620 shares 32,620 $6.29M 0.23% +713 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: 26,426 shares; 2024Q4: 26,211 shares; 2025Q1: 33,658 shares; 2025Q2: 29,836 shares; 2025Q3: 30,649 shares; 2025Q4: 28,895 shares; 2026Q1: 25,909 shares 25,909 $6.28M 0.23% -2,986 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: 80,918 shares; 2024Q4: 81,004 shares; 2025Q1: 72,822 shares; 2025Q2: 86,177 shares; 2025Q3: 85,445 shares; 2025Q4: 91,967 shares; 2026Q1: 89,205 shares 89,205 $6.22M 0.23% -2,762 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 16,364 shares; 2025Q1: 10,828 shares; 2025Q2: 13,848 shares; 2025Q3: 19,430 shares; 2025Q4: 23,424 shares; 2026Q1: 20,223 shares 20,223 $6.12M 0.23% -3,201 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: 35,468 shares; 2024Q4: 35,369 shares; 2025Q1: 38,506 shares; 2025Q2: 38,326 shares; 2025Q3: 40,739 shares; 2025Q4: 37,169 shares; 2026Q1: 42,115 shares 42,115 $6.08M 0.23% +4,946 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: 21,012 shares; 2024Q4: 22,025 shares; 2025Q1: 17,410 shares; 2025Q2: 16,667 shares; 2025Q3: 16,153 shares; 2025Q4: 15,204 shares; 2026Q1: 14,236 shares 14,236 $6.07M 0.22% -968 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,122 shares 171,122 $6.06M 0.22% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,902 shares; 2024Q4: 109,424 shares; 2025Q1: 113,106 shares; 2025Q2: 113,511 shares; 2025Q3: 115,778 shares; 2025Q4: 117,257 shares; 2026Q1: 128,503 shares 128,503 $6.04M 0.22% +11,246 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: 129,260 shares; 2024Q4: 85,543 shares; 2025Q1: 73,475 shares; 2025Q2: 67,543 shares; 2025Q3: 73,582 shares; 2025Q4: 143,946 shares; 2026Q1: 98,403 shares 98,403 $6.03M 0.22% -45,543 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: 13,510 shares; 2025Q1: 19,525 shares; 2025Q2: 128,057 shares; 2025Q3: 109,450 shares; 2025Q4: 83,119 shares; 2026Q1: 108,170 shares 108,170 $6.01M 0.22% +25,051 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 26,657 shares; 2025Q1: 31,222 shares; 2025Q2: 31,906 shares; 2025Q3: 32,448 shares; 2025Q4: 40,985 shares; 2026Q1: 101,128 shares 101,128 $5.88M 0.22% +60,143 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 9,344 shares; 2025Q1: 10,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,188 shares 74,188 $5.84M 0.22% new 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: 131,484 shares; 2024Q4: 147,066 shares; 2025Q1: 149,200 shares; 2025Q2: 153,192 shares; 2025Q3: 159,523 shares; 2025Q4: 160,401 shares; 2026Q1: 145,244 shares 145,244 $5.83M 0.22% -15,157 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: 10,114 shares; 2024Q4: 27,784 shares; 2025Q1: 65,299 shares; 2025Q2: 106,857 shares; 2025Q3: 116,557 shares; 2025Q4: 128,851 shares; 2026Q1: 136,403 shares 136,403 $5.8M 0.21% +7,552 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: 29,194 shares; 2024Q4: 32,535 shares; 2025Q1: 35,866 shares; 2025Q2: 36,062 shares; 2025Q3: 35,378 shares; 2025Q4: 33,821 shares; 2026Q1: 31,386 shares 31,386 $5.72M 0.21% -2,435 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 9,372 shares; 2025Q1: 6,948 shares; 2025Q2: 7,385 shares; 2025Q3: 7,616 shares; 2025Q4: 7,311 shares; 2026Q1: 8,008 shares 8,008 $5.67M 0.21% +697 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: 18,135 shares; 2024Q4: 19,268 shares; 2025Q1: 20,479 shares; 2025Q2: 20,204 shares; 2025Q3: 20,277 shares; 2025Q4: 22,464 shares; 2026Q1: 18,031 shares 18,031 $5.6M 0.21% -4,433 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: 78,619 shares; 2024Q4: 73,946 shares; 2025Q1: 77,578 shares; 2025Q2: 72,952 shares; 2025Q3: 74,417 shares; 2025Q4: 76,114 shares; 2026Q1: 73,322 shares 73,322 $5.58M 0.21% -2,792 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: 60,037 shares; 2024Q4: 56,527 shares; 2025Q1: 56,824 shares; 2025Q2: 59,131 shares; 2025Q3: 59,871 shares; 2025Q4: 60,691 shares; 2026Q1: 65,149 shares 65,149 $5.55M 0.21% +4,458 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: 27,453 shares; 2024Q4: 34,661 shares; 2025Q1: 24,527 shares; 2025Q2: 24,836 shares; 2025Q3: 23,912 shares; 2025Q4: 27,770 shares; 2026Q1: 37,610 shares 37,610 $5.53M 0.21% +9,840 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: 19,401 shares; 2024Q4: 64,623 shares; 2025Q1: 78,414 shares; 2025Q2: 79,695 shares; 2025Q3: 75,595 shares; 2025Q4: 85,744 shares; 2026Q1: 75,564 shares 75,564 $5.44M 0.2% -10,180 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,667 shares; 2024Q4: 110,195 shares; 2025Q1: 110,080 shares; 2025Q2: 109,740 shares; 2025Q3: 113,000 shares; 2025Q4: 111,142 shares; 2026Q1: 106,149 shares 106,149 $5.4M 0.2% -4,993 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,719 shares; 2024Q4: 85,959 shares; 2025Q1: 88,868 shares; 2025Q2: 90,745 shares; 2025Q3: 90,695 shares; 2025Q4: 92,350 shares; 2026Q1: 97,292 shares 97,292 $5.3M 0.2% +4,942 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,050 shares; 2024Q4: 19,655 shares; 2025Q1: 20,552 shares; 2025Q2: 20,991 shares; 2025Q3: 21,545 shares; 2025Q4: 20,952 shares; 2026Q1: 16,105 shares 16,105 $5.3M 0.2% -4,847 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,453 shares; 2024Q4: 69,705 shares; 2025Q1: 67,422 shares; 2025Q2: 67,124 shares; 2025Q3: 66,622 shares; 2025Q4: 64,130 shares; 2026Q1: 63,430 shares 63,430 $5.29M 0.2% -700 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: 47,062 shares; 2024Q4: 51,335 shares; 2025Q1: 51,185 shares; 2025Q2: 54,431 shares; 2025Q3: 53,957 shares; 2025Q4: 55,974 shares; 2026Q1: 58,791 shares 58,791 $5.25M 0.19% +2,817 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,853 shares; 2025Q4: 26,559 shares; 2026Q1: 25,823 shares 25,823 $5.24M 0.19% -736 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: 11,520 shares; 2024Q4: 61,813 shares; 2025Q1: 63,006 shares; 2025Q2: 59,712 shares; 2025Q3: 51,491 shares; 2025Q4: 37,443 shares; 2026Q1: 40,652 shares 40,652 $5.21M 0.19% +3,209 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 12,995 shares; 2025Q1: 12,895 shares; 2025Q2: 13,205 shares; 2025Q3: 22,535 shares; 2025Q4: 47,491 shares; 2026Q1: 79,522 shares 79,522 $5.2M 0.19% +32,031 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,804 shares; 2025Q1: 10,778 shares; 2025Q2: 11,280 shares; 2025Q3: 11,239 shares; 2025Q4: 10,014 shares; 2026Q1: 10,265 shares 10,265 $5.13M 0.19% +251 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: 29,373 shares; 2024Q4: 29,339 shares; 2025Q1: 25,452 shares; 2025Q2: 27,862 shares; 2025Q3: 24,189 shares; 2025Q4: 25,413 shares; 2026Q1: 22,196 shares 22,196 $5.12M 0.19% -3,217 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 15,897 shares; 2025Q3: 21,843 shares; 2025Q4: 22,185 shares; 2026Q1: 25,821 shares 25,821 $5.11M 0.19% +3,636 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,081 shares; 2024Q4: 51,062 shares; 2025Q1: 47,297 shares; 2025Q2: 47,979 shares; 2025Q3: 47,932 shares; 2025Q4: 48,085 shares; 2026Q1: 47,201 shares 47,201 $5.07M 0.19% -884 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,871 shares; 2024Q4: 63,812 shares; 2025Q1: 65,061 shares; 2025Q2: 64,501 shares; 2025Q3: 61,487 shares; 2025Q4: 61,855 shares; 2026Q1: 59,428 shares 59,428 $4.97M 0.18% -2,427 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,858 shares; 2024Q4: 109,616 shares; 2025Q1: 88,842 shares; 2025Q2: 92,418 shares; 2025Q3: 115,705 shares; 2025Q4: 109,659 shares; 2026Q1: 109,194 shares 109,194 $4.92M 0.18% -465 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: 16,629 shares; 2024Q4: 195,639 shares; 2025Q1: 231,581 shares; 2025Q2: 231,305 shares; 2025Q3: 237,623 shares; 2025Q4: 249,425 shares; 2026Q1: 263,126 shares 263,126 $4.91M 0.18% +13,701 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,871 shares; 2025Q1: 3,655 shares; 2025Q2: 3,909 shares; 2025Q3: 4,016 shares; 2025Q4: 71,028 shares; 2026Q1: 29,057 shares 29,057 $4.91M 0.18% -41,971 Timeline REGL 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: 19,109 shares; 2024Q4: 54,959 shares; 2025Q1: 46,421 shares; 2025Q2: 44,638 shares; 2025Q3: 43,052 shares; 2025Q4: 44,833 shares; 2026Q1: 56,694 shares 56,694 $4.9M 0.18% +11,861 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 50,386 shares; 2025Q1: 43,100 shares; 2025Q2: 46,471 shares; 2025Q3: 46,070 shares; 2025Q4: 45,781 shares; 2026Q1: 44,064 shares 44,064 $4.87M 0.18% -1,717 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: 48,949 shares; 2024Q4: 56,081 shares; 2025Q1: 62,005 shares; 2025Q2: 61,874 shares; 2025Q3: 61,487 shares; 2025Q4: 60,821 shares; 2026Q1: 50,154 shares 50,154 $4.85M 0.18% -10,667 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,143 shares; 2025Q1: 10,111 shares; 2025Q2: 12,065 shares; 2025Q3: 8,809 shares; 2025Q4: 8,878 shares; 2026Q1: 8,787 shares 8,787 $4.82M 0.18% -91 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: 77,139 shares; 2024Q4: 61,408 shares; 2025Q1: 49,628 shares; 2025Q2: 73,497 shares; 2025Q3: 128,930 shares; 2025Q4: 238,632 shares; 2026Q1: 104,944 shares 104,944 $4.82M 0.18% -133,688 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286,629 shares 286,629 $4.79M 0.18% new 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: 157,868 shares; 2024Q4: 195,029 shares; 2025Q1: 194,356 shares; 2025Q2: 188,763 shares; 2025Q3: 195,430 shares; 2025Q4: 179,583 shares; 2026Q1: 80,131 shares 80,131 $4.79M 0.18% -99,452 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: 54,389 shares; 2024Q4: 74,074 shares; 2025Q1: 64,472 shares; 2025Q2: 62,395 shares; 2025Q3: 60,950 shares; 2025Q4: 56,698 shares; 2026Q1: 31,832 shares 31,832 $4.67M 0.17% -24,866 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: 17,915 shares; 2024Q4: 17,972 shares; 2025Q1: 38,707 shares; 2025Q2: 18,519 shares; 2025Q3: 18,966 shares; 2025Q4: 18,829 shares; 2026Q1: 18,890 shares 18,890 $4.58M 0.17% +61 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: 16,148 shares; 2024Q4: 14,415 shares; 2025Q1: 16,704 shares; 2025Q2: 19,189 shares; 2025Q3: 23,625 shares; 2025Q4: 18,541 shares; 2026Q1: 16,113 shares 16,113 $4.57M 0.17% -2,428 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,819 shares; 2024Q4: 61,900 shares; 2025Q1: 44,810 shares; 2025Q2: 45,620 shares; 2025Q3: 48,646 shares; 2025Q4: 44,878 shares; 2026Q1: 41,012 shares 41,012 $4.55M 0.17% -3,866 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,488 shares; 2025Q1: 422 shares; 2025Q2: 368 shares; 2025Q3: 1,873 shares; 2025Q4: 3,693 shares; 2026Q1: 5,162 shares 5,162 $4.47M 0.17% +1,469 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: 17,743 shares; 2024Q4: 17,733 shares; 2025Q1: 28,449 shares; 2025Q2: 24,277 shares; 2025Q3: 23,859 shares; 2025Q4: 24,209 shares; 2026Q1: 18,596 shares 18,596 $4.46M 0.17% -5,613 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: 129,293 shares; 2024Q4: 141,533 shares; 2025Q1: 180,846 shares; 2025Q2: 160,097 shares; 2025Q3: 157,044 shares; 2025Q4: 118,936 shares; 2026Q1: 112,877 shares 112,877 $4.45M 0.16% -6,059 Timeline GDEC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,700 shares 119,700 $4.43M 0.16% new 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: 39,099 shares; 2024Q4: 140,393 shares; 2025Q1: 145,852 shares; 2025Q2: 143,107 shares; 2025Q3: 136,058 shares; 2025Q4: 136,854 shares; 2026Q1: 143,498 shares 143,498 $4.4M 0.16% +6,644 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: 81,775 shares; 2024Q4: 81,384 shares; 2025Q1: 87,764 shares; 2025Q2: 97,928 shares; 2025Q3: 90,366 shares; 2025Q4: 86,885 shares; 2026Q1: 89,881 shares 89,881 $4.38M 0.16% +2,996 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: 38,922 shares; 2024Q4: 137,668 shares; 2025Q1: 138,838 shares; 2025Q2: 141,552 shares; 2025Q3: 144,594 shares; 2025Q4: 145,273 shares; 2026Q1: 149,530 shares 149,530 $4.36M 0.16% +4,257 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,372 shares; 2025Q2: 66,173 shares; 2025Q3: 70,213 shares; 2025Q4: 70,247 shares; 2026Q1: 92,574 shares 92,574 $4.34M 0.16% +22,327 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: 46,486 shares; 2024Q4: 49,484 shares; 2025Q1: 52,383 shares; 2025Q2: 50,702 shares; 2025Q3: 51,288 shares; 2025Q4: 48,413 shares; 2026Q1: 45,602 shares 45,602 $4.24M 0.16% -2,811 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,881 shares; 2024Q4: 117,836 shares; 2025Q1: 117,452 shares; 2025Q2: 97,977 shares; 2025Q3: 85,952 shares; 2025Q4: 84,102 shares; 2026Q1: 130,454 shares 130,454 $4.23M 0.16% +46,352 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: 5,211 shares; 2024Q4: 5,769 shares; 2025Q1: 5,299 shares; 2025Q2: 5,253 shares; 2025Q3: 5,863 shares; 2025Q4: 6,039 shares; 2026Q1: 6,997 shares 6,997 $4.23M 0.16% +958 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: 45,555 shares; 2024Q4: 48,543 shares; 2025Q1: 42,498 shares; 2025Q2: 26,458 shares; 2025Q3: 36,488 shares; 2025Q4: 32,440 shares; 2026Q1: 82,938 shares 82,938 $4.2M 0.16% +50,498 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: 9,167 shares; 2024Q4: 13,941 shares; 2025Q1: 12,307 shares; 2025Q2: 13,446 shares; 2025Q3: 16,726 shares; 2025Q4: 21,906 shares; 2026Q1: 20,924 shares 20,924 $4.16M 0.15% -982 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: 44,832 shares; 2024Q4: 41,475 shares; 2025Q1: 41,363 shares; 2025Q2: 42,460 shares; 2025Q3: 42,849 shares; 2025Q4: 42,506 shares; 2026Q1: 43,349 shares 43,349 $4.16M 0.15% +843 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 2,355 shares; 2025Q1: 5,117 shares; 2025Q2: 5,379 shares; 2025Q3: 4,973 shares; 2025Q4: 24,250 shares; 2026Q1: 39,541 shares 39,541 $4.13M 0.15% +15,291 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: 27,413 shares; 2024Q4: 74,991 shares; 2025Q1: 67,306 shares; 2025Q2: 35,189 shares; 2025Q3: 32,187 shares; 2025Q4: 33,520 shares; 2026Q1: 33,953 shares 33,953 $4.11M 0.15% +433 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,762 shares; 2024Q4: 41,183 shares; 2025Q1: 40,271 shares; 2025Q2: 44,657 shares; 2025Q3: 43,676 shares; 2025Q4: 43,985 shares; 2026Q1: 48,485 shares 48,485 $4.1M 0.15% +4,500 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: 71,006 shares; 2024Q4: 65,054 shares; 2025Q1: 83,103 shares; 2025Q2: 113,271 shares; 2025Q3: 99,721 shares; 2025Q4: 90,176 shares; 2026Q1: 67,544 shares 67,544 $4.1M 0.15% -22,632 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: 127,540 shares; 2024Q4: 123,665 shares; 2025Q1: 128,027 shares; 2025Q2: 99,452 shares; 2025Q3: 116,543 shares; 2025Q4: 141,817 shares; 2026Q1: 47,254 shares 47,254 $4.1M 0.15% -94,563 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 41,350 shares; 2025Q1: 43,039 shares; 2025Q2: 43,048 shares; 2025Q3: 44,561 shares; 2025Q4: 45,553 shares; 2026Q1: 48,571 shares 48,571 $4.02M 0.15% +3,018 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,922 shares; 2024Q4: 105,616 shares; 2025Q1: 98,963 shares; 2025Q2: 105,591 shares; 2025Q3: 109,710 shares; 2025Q4: 106,651 shares; 2026Q1: 98,436 shares 98,436 $4.02M 0.15% -8,215 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 125,854 shares; 2026Q1: 136,332 shares 136,332 $3.95M 0.15% +10,478 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,673 shares; 2025Q1: 8,229 shares; 2025Q2: 9,528 shares; 2025Q3: 9,942 shares; 2025Q4: 12,713 shares; 2026Q1: 12,304 shares 12,304 $3.91M 0.15% -409 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,672 shares; 2024Q4: 88,305 shares; 2025Q1: 57,009 shares; 2025Q2: 60,219 shares; 2025Q3: 48,027 shares; 2025Q4: 86,000 shares; 2026Q1: 77,581 shares 77,581 $3.86M 0.14% -8,419 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: 34,403 shares; 2024Q4: 40,687 shares; 2025Q1: 46,029 shares; 2025Q2: 48,737 shares; 2025Q3: 44,636 shares; 2025Q4: 47,321 shares; 2026Q1: 48,426 shares 48,426 $3.86M 0.14% +1,105 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,246 shares; 2024Q4: 119,813 shares; 2025Q1: 104,015 shares; 2025Q2: 104,923 shares; 2025Q3: 102,919 shares; 2025Q4: 101,315 shares; 2026Q1: 88,265 shares 88,265 $3.81M 0.14% -13,050 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 861 shares; 2025Q1: 10,070 shares; 2025Q2: 12,502 shares; 2025Q3: 12,783 shares; 2025Q4: 12,814 shares; 2026Q1: 11,649 shares 11,649 $3.81M 0.14% -1,165 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 16,337 shares; 2025Q1: 16,245 shares; 2025Q2: 19,137 shares; 2025Q3: 18,925 shares; 2025Q4: 18,399 shares; 2026Q1: 28,049 shares 28,049 $3.81M 0.14% +9,650 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,596 shares; 2024Q4: 30,733 shares; 2025Q1: 28,340 shares; 2025Q2: 28,863 shares; 2025Q3: 28,868 shares; 2025Q4: 29,773 shares; 2026Q1: 31,463 shares 31,463 $3.8M 0.14% +1,690 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: 46,616 shares; 2024Q4: 48,963 shares; 2025Q1: 67,398 shares; 2025Q2: 69,208 shares; 2025Q3: 74,612 shares; 2025Q4: 81,656 shares; 2026Q1: 82,620 shares 82,620 $3.77M 0.14% +964 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: 19,419 shares; 2024Q4: 20,010 shares; 2025Q1: 18,937 shares; 2025Q2: 23,461 shares; 2025Q3: 22,162 shares; 2025Q4: 23,224 shares; 2026Q1: 69,123 shares 69,123 $3.74M 0.14% +45,899 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 14,472 shares 14,472 $3.68M 0.14% +13,561 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,647 shares; 2025Q1: 63,607 shares; 2025Q2: 66,044 shares; 2025Q3: 73,059 shares; 2025Q4: 71,286 shares; 2026Q1: 74,474 shares 74,474 $3.66M 0.14% +3,188 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: 89,216 shares; 2024Q4: 77,745 shares; 2025Q1: 68,167 shares; 2025Q2: 67,248 shares; 2025Q3: 69,232 shares; 2025Q4: 75,201 shares; 2026Q1: 77,758 shares 77,758 $3.65M 0.14% +2,557 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.13% 0 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: 74,440 shares; 2024Q4: 76,903 shares; 2025Q1: 76,417 shares; 2025Q2: 81,019 shares; 2025Q3: 79,320 shares; 2025Q4: 82,153 shares; 2026Q1: 55,463 shares 55,463 $3.55M 0.13% -26,690 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: 3,818 shares; 2024Q4: 11,176 shares; 2025Q1: 26,071 shares; 2025Q2: 44,123 shares; 2025Q3: 45,761 shares; 2025Q4: 46,629 shares; 2026Q1: 49,280 shares 49,280 $3.54M 0.13% +2,651 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: 18,899 shares; 2024Q4: 19,817 shares; 2025Q1: 31,425 shares; 2025Q2: 28,009 shares; 2025Q3: 27,249 shares; 2025Q4: 26,179 shares; 2026Q1: 21,178 shares 21,178 $3.5M 0.13% -5,001 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: 25,564 shares; 2024Q4: 24,037 shares; 2025Q1: 24,203 shares; 2025Q2: 26,368 shares; 2025Q3: 28,753 shares; 2025Q4: 31,258 shares; 2026Q1: 36,079 shares 36,079 $3.49M 0.13% +4,821 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,671 shares; 2024Q4: 62,019 shares; 2025Q1: 68,408 shares; 2025Q2: 75,911 shares; 2025Q3: 82,173 shares; 2025Q4: 303,389 shares; 2026Q1: 335,294 shares 335,294 $3.45M 0.13% +31,905 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: 32,377 shares; 2024Q4: 30,896 shares; 2025Q1: 31,272 shares; 2025Q2: 32,828 shares; 2025Q3: 33,486 shares; 2025Q4: 33,917 shares; 2026Q1: 36,013 shares 36,013 $3.41M 0.13% +2,096 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,484 shares; 2025Q2: 40,962 shares; 2025Q3: 41,432 shares; 2025Q4: 73,359 shares; 2026Q1: 83,977 shares 83,977 $3.4M 0.13% +10,618 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: 23,747 shares; 2024Q4: 21,498 shares; 2025Q1: 25,774 shares; 2025Q2: 23,266 shares; 2025Q3: 22,811 shares; 2025Q4: 20,011 shares; 2026Q1: 21,851 shares 21,851 $3.39M 0.13% +1,840 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: 17,282 shares; 2024Q4: 23,353 shares; 2025Q1: 36,844 shares; 2025Q2: 43,763 shares; 2025Q3: 47,246 shares; 2025Q4: 50,555 shares; 2026Q1: 46,051 shares 46,051 $3.39M 0.13% -4,504 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: 29,187 shares; 2024Q4: 28,529 shares; 2025Q1: 29,036 shares; 2025Q2: 28,526 shares; 2025Q3: 27,870 shares; 2025Q4: 24,265 shares; 2026Q1: 23,516 shares 23,516 $3.35M 0.12% -749 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 10,800 shares; 2025Q1: 10,829 shares; 2025Q2: 11,122 shares; 2025Q3: 11,048 shares; 2025Q4: 10,942 shares; 2026Q1: 12,154 shares 12,154 $3.31M 0.12% +1,212 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: 33,235 shares; 2024Q4: 33,548 shares; 2025Q1: 32,950 shares; 2025Q2: 34,259 shares; 2025Q3: 35,196 shares; 2025Q4: 35,233 shares; 2026Q1: 33,944 shares 33,944 $3.3M 0.12% -1,289 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,002 shares; 2025Q1: 12,594 shares; 2025Q2: 15,218 shares; 2025Q3: 15,718 shares; 2025Q4: 21,191 shares; 2026Q1: 20,132 shares 20,132 $3.29M 0.12% -1,059 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: 30,916 shares; 2024Q4: 32,549 shares; 2025Q1: 34,190 shares; 2025Q2: 34,467 shares; 2025Q3: 32,675 shares; 2025Q4: 31,368 shares; 2026Q1: 24,426 shares 24,426 $3.22M 0.12% -6,942 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 8,013 shares; 2025Q1: 6,206 shares; 2025Q2: 6,238 shares; 2025Q3: 10,041 shares; 2025Q4: 7,383 shares; 2026Q1: 9,541 shares 9,541 $3.22M 0.12% +2,158 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: 126,753 shares; 2024Q4: 130,595 shares; 2025Q1: 142,014 shares; 2025Q2: 142,017 shares; 2025Q3: 147,175 shares; 2025Q4: 154,510 shares; 2026Q1: 163,783 shares 163,783 $3.2M 0.12% +9,273 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: 26,807 shares; 2024Q4: 28,586 shares; 2025Q1: 28,788 shares; 2025Q2: 30,161 shares; 2025Q3: 30,328 shares; 2025Q4: 38,638 shares; 2026Q1: 36,266 shares 36,266 $3.14M 0.12% -2,372 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,630 shares; 2025Q2: 37,296 shares; 2025Q3: 36,867 shares; 2025Q4: 36,704 shares; 2026Q1: 38,935 shares 38,935 $3.11M 0.12% +2,231 Timeline LGOV 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: 915,789 shares; 2024Q4: 370,857 shares; 2025Q1: 336,654 shares; 2025Q2: 245,594 shares; 2025Q3: 200,829 shares; 2025Q4: 156,668 shares; 2026Q1: 143,877 shares 143,877 $3.1M 0.11% -12,791 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,673 shares; 2024Q4: 38,909 shares; 2025Q1: 52,350 shares; 2025Q2: 44,187 shares; 2025Q3: 28,450 shares; 2025Q4: 58,428 shares; 2026Q1: 61,337 shares 61,337 $3.07M 0.11% +2,909 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: 26,322 shares; 2024Q4: 27,250 shares; 2025Q1: 27,082 shares; 2025Q2: 25,294 shares; 2025Q3: 23,964 shares; 2025Q4: 23,234 shares; 2026Q1: 30,289 shares 30,289 $3.03M 0.11% +7,055 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: 29,714 shares; 2024Q4: 26,000 shares; 2025Q1: 26,839 shares; 2025Q2: 27,952 shares; 2025Q3: 27,562 shares; 2025Q4: 30,460 shares; 2026Q1: 31,133 shares 31,133 $3M 0.11% +673 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: 7,221 shares; 2024Q4: 7,505 shares; 2025Q1: 7,162 shares; 2025Q2: 8,535 shares; 2025Q3: 8,767 shares; 2025Q4: 9,380 shares; 2026Q1: 11,316 shares 11,316 $2.96M 0.11% +1,936 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,314 shares; 2025Q1: 5,227 shares; 2025Q2: 32,135 shares; 2025Q3: 32,121 shares; 2025Q4: 30,381 shares; 2026Q1: 30,010 shares 30,010 $2.95M 0.11% -371 Timeline DOL 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: 38,806 shares; 2024Q4: 41,424 shares; 2025Q1: 44,340 shares; 2025Q2: 43,106 shares; 2025Q3: 42,448 shares; 2025Q4: 44,050 shares; 2026Q1: 42,972 shares 42,972 $2.92M 0.11% -1,078 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: 17,260 shares; 2024Q4: 13,856 shares; 2025Q1: 15,258 shares; 2025Q2: 14,091 shares; 2025Q3: 15,998 shares; 2025Q4: 20,771 shares; 2026Q1: 50,823 shares 50,823 $2.89M 0.11% +30,052 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 2,612 shares; 2025Q1: 4,678 shares; 2025Q2: 7,296 shares; 2025Q3: 7,195 shares; 2025Q4: 7,103 shares; 2026Q1: 7,047 shares 7,047 $2.87M 0.11% -56 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: 124,730 shares; 2024Q4: 127,593 shares; 2025Q1: 133,968 shares; 2025Q2: 133,372 shares; 2025Q3: 137,544 shares; 2025Q4: 138,391 shares; 2026Q1: 146,250 shares 146,250 $2.87M 0.11% +7,859 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,429 shares; 2025Q4: 9,307 shares; 2026Q1: 9,710 shares 9,710 $2.87M 0.11% +403 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,523 shares; 2025Q1: 15,007 shares; 2025Q2: 31,430 shares; 2025Q3: 60,566 shares; 2025Q4: 58,284 shares; 2026Q1: 57,090 shares 57,090 $2.86M 0.11% -1,194 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,046 shares 129,046 $2.84M 0.11% new 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: 32,769 shares; 2024Q4: 34,225 shares; 2025Q1: 44,480 shares; 2025Q2: 49,823 shares; 2025Q3: 50,705 shares; 2025Q4: 46,422 shares; 2026Q1: 45,113 shares 45,113 $2.83M 0.1% -1,309 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 38,971 shares; 2025Q1: 38,585 shares; 2025Q2: 39,591 shares; 2025Q3: 39,091 shares; 2025Q4: 39,091 shares; 2026Q1: 36,751 shares 36,751 $2.76M 0.1% -2,340 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: 25,566 shares; 2024Q4: 24,968 shares; 2025Q1: 24,710 shares; 2025Q2: 23,434 shares; 2025Q3: 23,555 shares; 2025Q4: 24,633 shares; 2026Q1: 26,887 shares 26,887 $2.76M 0.1% +2,254 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: not reported; 2024Q4: 4,777 shares; 2025Q1: 33,538 shares; 2025Q2: 35,642 shares; 2025Q3: 36,041 shares; 2025Q4: 42,500 shares; 2026Q1: 45,007 shares 45,007 $2.76M 0.1% +2,507 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: 4,031 shares; 2025Q1: not reported; 2025Q2: 32,257 shares; 2025Q3: 29,251 shares; 2025Q4: 25,681 shares; 2026Q1: 56,278 shares 56,278 $2.74M 0.1% +30,597 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,280 shares; 2025Q1: 5,177 shares; 2025Q2: 4,510 shares; 2025Q3: 4,631 shares; 2025Q4: 4,963 shares; 2026Q1: 14,771 shares 14,771 $2.72M 0.1% +9,808 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: 58,181 shares; 2024Q4: 47,783 shares; 2025Q1: 47,254 shares; 2025Q2: 47,176 shares; 2025Q3: 49,069 shares; 2025Q4: 71,713 shares; 2026Q1: 61,320 shares 61,320 $2.71M 0.1% -10,393 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: 108,929 shares; 2024Q4: 111,963 shares; 2025Q1: 118,702 shares; 2025Q2: 119,171 shares; 2025Q3: 122,472 shares; 2025Q4: 124,997 shares; 2026Q1: 132,341 shares 132,341 $2.7M 0.1% +7,344 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,933 shares; 2025Q2: 7,538 shares; 2025Q3: 7,763 shares; 2025Q4: 9,326 shares; 2026Q1: 24,154 shares 24,154 $2.68M 0.1% +14,828 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,568 shares; 2025Q1: 5,559 shares; 2025Q2: 5,990 shares; 2025Q3: 4,069 shares; 2025Q4: 3,327 shares; 2026Q1: 5,434 shares 5,434 $2.67M 0.1% +2,107 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: not reported; 2024Q4: 16,654 shares; 2025Q1: 35,976 shares; 2025Q2: 30,370 shares; 2025Q3: 27,858 shares; 2025Q4: 29,905 shares; 2026Q1: 22,342 shares 22,342 $2.65M 0.1% -7,563 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: 2,594 shares; 2025Q1: 2,583 shares; 2025Q2: 2,689 shares; 2025Q3: 2,853 shares; 2025Q4: 2,944 shares; 2026Q1: 2,747 shares 2,747 $2.64M 0.1% -197 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,845 shares; 2024Q4: 164,432 shares; 2025Q1: 85,769 shares; 2025Q2: 81,821 shares; 2025Q3: 78,614 shares; 2025Q4: 79,726 shares; 2026Q1: 93,890 shares 93,890 $2.64M 0.1% +14,164 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 11,145 shares; 2025Q1: 10,057 shares; 2025Q2: 11,044 shares; 2025Q3: 12,099 shares; 2025Q4: 17,022 shares; 2026Q1: 18,975 shares 18,975 $2.62M 0.1% +1,953 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 13,383 shares; 2025Q1: 32,003 shares; 2025Q2: 21,356 shares; 2025Q3: 26,271 shares; 2025Q4: 27,353 shares; 2026Q1: 22,979 shares 22,979 $2.61M 0.1% -4,374 Timeline BUFD 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: 68,067 shares; 2024Q4: 72,617 shares; 2025Q1: 74,467 shares; 2025Q2: 23,507 shares; 2025Q3: 23,507 shares; 2025Q4: 59,167 shares; 2026Q1: 92,883 shares 92,883 $2.6M 0.1% +33,716 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: 6,574 shares; 2024Q4: 6,576 shares; 2025Q1: 9,197 shares; 2025Q2: 12,075 shares; 2025Q3: 11,990 shares; 2025Q4: 10,358 shares; 2026Q1: 7,674 shares 7,674 $2.59M 0.1% -2,684 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: 29,753 shares; 2024Q4: 27,950 shares; 2025Q1: 28,591 shares; 2025Q2: 29,050 shares; 2025Q3: 30,568 shares; 2025Q4: 29,110 shares; 2026Q1: 27,889 shares 27,889 $2.59M 0.1% -1,221 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: 25,311 shares; 2024Q4: 33,782 shares; 2025Q1: 40,804 shares; 2025Q2: 43,969 shares; 2025Q3: 43,788 shares; 2025Q4: 46,974 shares; 2026Q1: 50,821 shares 50,821 $2.58M 0.1% +3,847 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: 13,688 shares; 2024Q4: 13,863 shares; 2025Q1: 14,663 shares; 2025Q2: 15,529 shares; 2025Q3: 15,000 shares; 2025Q4: 9,667 shares; 2026Q1: 9,474 shares 9,474 $2.56M 0.09% -193 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: 11,493 shares; 2024Q4: 9,383 shares; 2025Q1: 7,705 shares; 2025Q2: 8,973 shares; 2025Q3: 8,899 shares; 2025Q4: 9,028 shares; 2026Q1: 8,422 shares 8,422 $2.55M 0.09% -606 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: 8,700 shares; 2024Q4: 8,845 shares; 2025Q1: 9,646 shares; 2025Q2: 9,829 shares; 2025Q3: 9,007 shares; 2025Q4: 8,899 shares; 2026Q1: 7,841 shares 7,841 $2.49M 0.09% -1,058 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,760 shares; 2025Q3: 47,224 shares; 2025Q4: 47,760 shares; 2026Q1: 45,456 shares 45,456 $2.49M 0.09% -2,304 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: 14,307 shares; 2024Q4: 12,730 shares; 2025Q1: 19,403 shares; 2025Q2: 22,986 shares; 2025Q3: 17,289 shares; 2025Q4: 14,177 shares; 2026Q1: 13,340 shares 13,340 $2.49M 0.09% -837 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,598 shares; 2024Q4: 33,321 shares; 2025Q1: 16,879 shares; 2025Q2: 13,785 shares; 2025Q3: 16,231 shares; 2025Q4: 44,208 shares; 2026Q1: 97,299 shares 97,299 $2.49M 0.09% +53,091 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,346 shares; 2025Q1: 42,641 shares; 2025Q2: 48,363 shares; 2025Q3: 50,562 shares; 2025Q4: 52,457 shares; 2026Q1: 48,215 shares 48,215 $2.49M 0.09% -4,242 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: 71,092 shares; 2024Q4: 101,424 shares; 2025Q1: 153,041 shares; 2025Q2: 129,992 shares; 2025Q3: 104,089 shares; 2025Q4: 84,862 shares; 2026Q1: 85,661 shares 85,661 $2.48M 0.09% +799 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,709 shares; 2025Q1: 4,456 shares; 2025Q2: 6,373 shares; 2025Q3: 6,629 shares; 2025Q4: 6,514 shares; 2026Q1: 11,743 shares 11,743 $2.43M 0.09% +5,229 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: 32,284 shares; 2024Q4: 71,450 shares; 2025Q1: 58,520 shares; 2025Q2: 53,605 shares; 2025Q3: 58,638 shares; 2025Q4: 59,059 shares; 2026Q1: 47,965 shares 47,965 $2.42M 0.09% -11,094 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: 5,942 shares; 2024Q4: 4,820 shares; 2025Q1: 6,264 shares; 2025Q2: 6,720 shares; 2025Q3: 6,441 shares; 2025Q4: 7,211 shares; 2026Q1: 6,863 shares 6,863 $2.41M 0.09% -348 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 7,557 shares; 2025Q3: 9,213 shares; 2025Q4: 15,877 shares; 2026Q1: 13,231 shares 13,231 $2.41M 0.09% -2,646 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: 8,842 shares; 2024Q4: 28,586 shares; 2025Q1: 26,552 shares; 2025Q2: 28,057 shares; 2025Q3: 32,702 shares; 2025Q4: 36,088 shares; 2026Q1: 15,022 shares 15,022 $2.41M 0.09% -21,066 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,837 shares; 2024Q4: 265,795 shares; 2025Q1: 247,711 shares; 2025Q2: 159,492 shares; 2025Q3: 133,317 shares; 2025Q4: 122,935 shares; 2026Q1: 112,466 shares 112,466 $2.37M 0.09% -10,469 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 11,621 shares; 2025Q1: 10,807 shares; 2025Q2: 11,698 shares; 2025Q3: 81,084 shares; 2025Q4: 78,524 shares; 2026Q1: 101,563 shares 101,563 $2.37M 0.09% +23,039 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,603 shares; 2025Q1: 3,263 shares; 2025Q2: 2,678 shares; 2025Q3: 2,957 shares; 2025Q4: 3,303 shares; 2026Q1: 8,455 shares 8,455 $2.36M 0.09% +5,152 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: 173,666 shares; 2024Q4: 153,559 shares; 2025Q1: 132,576 shares; 2025Q2: 115,546 shares; 2025Q3: 107,916 shares; 2025Q4: 94,495 shares; 2026Q1: 80,786 shares 80,786 $2.36M 0.09% -13,709 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,540 shares; 2024Q4: 38,856 shares; 2025Q1: 38,250 shares; 2025Q2: 37,840 shares; 2025Q3: 37,465 shares; 2025Q4: 36,540 shares; 2026Q1: 36,140 shares 36,140 $2.35M 0.09% -400 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,176 shares; 2025Q2: 58,155 shares; 2025Q3: 75,141 shares; 2025Q4: 75,483 shares; 2026Q1: 91,723 shares 91,723 $2.34M 0.09% +16,240 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 29,021 shares; 2025Q2: 54,647 shares; 2025Q3: 54,231 shares; 2025Q4: 22,376 shares; 2026Q1: 49,848 shares 49,848 $2.33M 0.09% +27,472 Timeline PFFD 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: 88,842 shares; 2024Q4: 98,966 shares; 2025Q1: 124,075 shares; 2025Q2: 121,199 shares; 2025Q3: 122,467 shares; 2025Q4: 120,029 shares; 2026Q1: 125,549 shares 125,549 $2.31M 0.09% +5,520 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: 27,479 shares; 2024Q4: 24,688 shares; 2025Q1: 22,940 shares; 2025Q2: 21,356 shares; 2025Q3: 21,461 shares; 2025Q4: 21,659 shares; 2026Q1: 23,519 shares 23,519 $2.27M 0.08% +1,860 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: 1,615 shares; 2024Q4: 2,024 shares; 2025Q1: 5,148 shares; 2025Q2: 1,559 shares; 2025Q3: 2,235 shares; 2025Q4: 2,368 shares; 2026Q1: 2,584 shares 2,584 $2.26M 0.08% +216 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,269 shares; 2025Q2: 88,417 shares; 2025Q3: 80,379 shares; 2025Q4: 94,569 shares; 2026Q1: 89,196 shares 89,196 $2.23M 0.08% -5,373 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 42,017 shares; 2025Q2: 46,804 shares; 2025Q3: 48,651 shares; 2025Q4: 50,346 shares; 2026Q1: 49,803 shares 49,803 $2.23M 0.08% -543 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: 25,024 shares; 2024Q4: 26,327 shares; 2025Q1: 25,371 shares; 2025Q2: 24,916 shares; 2025Q3: 24,900 shares; 2025Q4: 26,272 shares; 2026Q1: 27,985 shares 27,985 $2.22M 0.08% +1,713 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: 43,270 shares; 2024Q4: 36,113 shares; 2025Q1: 34,773 shares; 2025Q2: 32,459 shares; 2025Q3: 34,611 shares; 2025Q4: 30,468 shares; 2026Q1: 36,031 shares 36,031 $2.2M 0.08% +5,563 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: 4,064 shares; 2024Q4: 30,240 shares; 2025Q1: 32,898 shares; 2025Q2: 27,993 shares; 2025Q3: 24,945 shares; 2025Q4: 25,534 shares; 2026Q1: 26,648 shares 26,648 $2.2M 0.08% +1,114 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 8,894 shares; 2025Q1: 6,415 shares; 2025Q2: 6,426 shares; 2025Q3: 6,632 shares; 2025Q4: 6,538 shares; 2026Q1: 10,543 shares 10,543 $2.19M 0.08% +4,005 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 14,291 shares; 2025Q1: 22,497 shares; 2025Q2: 26,378 shares; 2025Q3: 30,194 shares; 2025Q4: 35,873 shares; 2026Q1: 40,694 shares 40,694 $2.14M 0.08% +4,821 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 31,687 shares 31,687 $2.13M 0.08% new 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: 15,211 shares; 2024Q4: 12,901 shares; 2025Q1: 10,181 shares; 2025Q2: 6,909 shares; 2025Q3: 5,703 shares; 2025Q4: 5,537 shares; 2026Q1: 6,176 shares 6,176 $2.11M 0.08% +639 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 10,180 shares; 2025Q1: 15,567 shares; 2025Q2: 21,729 shares; 2025Q3: 20,053 shares; 2025Q4: 33,989 shares; 2026Q1: 34,070 shares 34,070 $2.1M 0.08% +81 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,020 shares; 2025Q1: 6,376 shares; 2025Q2: 6,638 shares; 2025Q3: 7,141 shares; 2025Q4: 11,886 shares; 2026Q1: 12,559 shares 12,559 $2.07M 0.08% +673 Timeline HYLS 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: 16,800 shares; 2024Q4: 7,076 shares; 2025Q1: 9,245 shares; 2025Q2: 8,712 shares; 2025Q3: 7,531 shares; 2025Q4: 22,937 shares; 2026Q1: 50,940 shares 50,940 $2.07M 0.08% +28,003 Timeline DFAS 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: 34,104 shares; 2024Q4: 27,154 shares; 2025Q1: 20,647 shares; 2025Q2: 21,957 shares; 2025Q3: 22,460 shares; 2025Q4: 27,777 shares; 2026Q1: 29,029 shares 29,029 $2.06M 0.08% +1,252 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: 36,439 shares; 2024Q4: 36,962 shares; 2025Q1: 31,226 shares; 2025Q2: 37,305 shares; 2025Q3: 39,026 shares; 2025Q4: 39,562 shares; 2026Q1: 40,400 shares 40,400 $2.05M 0.08% +838 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: 7,669 shares; 2024Q4: 7,455 shares; 2025Q1: 11,241 shares; 2025Q2: 16,197 shares; 2025Q3: 22,447 shares; 2025Q4: 38,511 shares; 2026Q1: 50,788 shares 50,788 $2.04M 0.08% +12,277 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,232 shares; 2024Q4: 12,591 shares; 2025Q1: 6,559 shares; 2025Q2: 6,925 shares; 2025Q3: 7,486 shares; 2025Q4: 9,236 shares; 2026Q1: 12,312 shares 12,312 $2.04M 0.08% +3,076 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,241 shares; 2024Q4: 3,847 shares; 2025Q1: 3,984 shares; 2025Q2: 4,106 shares; 2025Q3: 4,090 shares; 2025Q4: 3,953 shares; 2026Q1: 4,049 shares 4,049 $2.01M 0.07% +96 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,755 shares; 2025Q1: 2,557 shares; 2025Q2: 2,535 shares; 2025Q3: 2,350 shares; 2025Q4: 2,401 shares; 2026Q1: 2,233 shares 2,233 $2M 0.07% -168 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: 6,691 shares; 2024Q4: 6,742 shares; 2025Q1: 8,303 shares; 2025Q2: 7,176 shares; 2025Q3: 8,150 shares; 2025Q4: 11,707 shares; 2026Q1: 13,459 shares 13,459 $1.99M 0.07% +1,752 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: 70,816 shares; 2024Q4: 58,301 shares; 2025Q1: 38,616 shares; 2025Q2: 41,581 shares; 2025Q3: 40,740 shares; 2025Q4: 41,076 shares; 2026Q1: 42,794 shares 42,794 $1.98M 0.07% +1,718 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: 20,947 shares; 2025Q1: 31,351 shares; 2025Q2: 42,597 shares; 2025Q3: 47,251 shares; 2025Q4: 56,285 shares; 2026Q1: 55,081 shares 55,081 $1.98M 0.07% -1,204 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,978 shares; 2025Q1: 85,697 shares; 2025Q2: 71,368 shares; 2025Q3: 68,511 shares; 2025Q4: 71,701 shares; 2026Q1: 78,476 shares 78,476 $1.96M 0.07% +6,775 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: 6,120 shares; 2024Q4: 5,033 shares; 2025Q1: 4,725 shares; 2025Q2: 4,641 shares; 2025Q3: 5,174 shares; 2025Q4: 5,000 shares; 2026Q1: 5,334 shares 5,334 $1.96M 0.07% +334 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,585 shares 38,585 $1.94M 0.07% new 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: 11,572 shares; 2024Q4: 11,665 shares; 2025Q1: 14,636 shares; 2025Q2: 14,534 shares; 2025Q3: 15,067 shares; 2025Q4: 19,711 shares; 2026Q1: 21,883 shares 21,883 $1.93M 0.07% +2,172 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: 16,461 shares; 2024Q4: 17,369 shares; 2025Q1: 16,922 shares; 2025Q2: 16,724 shares; 2025Q3: 16,688 shares; 2025Q4: 18,005 shares; 2026Q1: 17,681 shares 17,681 $1.87M 0.07% -324 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,852 shares 13,852 $1.85M 0.07% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,451 shares; 2024Q4: 22,443 shares; 2025Q1: 22,993 shares; 2025Q2: 25,133 shares; 2025Q3: 24,798 shares; 2025Q4: 28,120 shares; 2026Q1: 26,851 shares 26,851 $1.83M 0.07% -1,269 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: 58,350 shares; 2024Q4: 41,595 shares; 2025Q1: 26,582 shares; 2025Q2: 22,581 shares; 2025Q3: 21,016 shares; 2025Q4: 15,777 shares; 2026Q1: 18,425 shares 18,425 $1.83M 0.07% +2,648 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: 13,652 shares; 2024Q4: 16,362 shares; 2025Q1: 18,383 shares; 2025Q2: 18,932 shares; 2025Q3: 17,759 shares; 2025Q4: 27,880 shares; 2026Q1: 36,601 shares 36,601 $1.82M 0.07% +8,721 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,759 shares; 2025Q3: 77,731 shares; 2025Q4: 81,127 shares; 2026Q1: 58,534 shares 58,534 $1.82M 0.07% -22,593 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: 5,197 shares; 2024Q4: 8,943 shares; 2025Q1: 8,932 shares; 2025Q2: 9,069 shares; 2025Q3: 9,474 shares; 2025Q4: 9,890 shares; 2026Q1: 8,162 shares 8,162 $1.79M 0.07% -1,728 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,575 shares; 2026Q1: 67,099 shares 67,099 $1.78M 0.07% +42,524 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,638 shares; 2026Q1: 81,515 shares 81,515 $1.77M 0.07% +46,877 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: 17,732 shares; 2024Q4: 17,387 shares; 2025Q1: 16,513 shares; 2025Q2: 17,474 shares; 2025Q3: 18,093 shares; 2025Q4: 18,032 shares; 2026Q1: 18,202 shares 18,202 $1.77M 0.07% +170 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: 27,041 shares; 2024Q4: 23,195 shares; 2025Q1: 20,458 shares; 2025Q2: 20,612 shares; 2025Q3: 20,860 shares; 2025Q4: 21,239 shares; 2026Q1: 20,377 shares 20,377 $1.77M 0.07% -862 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,780 shares; 2024Q4: 82,511 shares; 2025Q1: 22,732 shares; 2025Q2: not reported; 2025Q3: 30,321 shares; 2025Q4: 30,571 shares; 2026Q1: 38,128 shares 38,128 $1.76M 0.07% +7,557 Timeline SDVD 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: 42,023 shares; 2025Q3: 40,656 shares; 2025Q4: 34,208 shares; 2026Q1: 80,904 shares 80,904 $1.76M 0.07% +46,696 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 42,108 shares 42,108 $1.74M 0.06% new Timeline IHAK ISHARES 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: 39,364 shares 39,364 $1.72M 0.06% new Timeline EDIV 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: 35,847 shares; 2024Q4: 36,839 shares; 2025Q1: 38,562 shares; 2025Q2: 40,358 shares; 2025Q3: 41,565 shares; 2025Q4: 42,927 shares; 2026Q1: 43,053 shares 43,053 $1.7M 0.06% +126 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,031 shares; 2026Q1: 25,195 shares 25,195 $1.69M 0.06% +7,164 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,650 shares 19,650 $1.68M 0.06% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 40,397 shares; 2025Q1: 30,499 shares; 2025Q2: 33,645 shares; 2025Q3: 33,019 shares; 2025Q4: 27,368 shares; 2026Q1: 26,880 shares 26,880 $1.68M 0.06% -488 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: 13,623 shares; 2024Q4: 13,649 shares; 2025Q1: 13,057 shares; 2025Q2: 11,138 shares; 2025Q3: 11,545 shares; 2025Q4: 11,475 shares; 2026Q1: 11,095 shares 11,095 $1.68M 0.06% -380 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: 18,649 shares; 2024Q4: 18,844 shares; 2025Q1: 18,157 shares; 2025Q2: 21,387 shares; 2025Q3: 20,947 shares; 2025Q4: 18,387 shares; 2026Q1: 16,957 shares 16,957 $1.68M 0.06% -1,430 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,413 shares; 2026Q1: 65,229 shares 65,229 $1.67M 0.06% +37,816 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: 23,995 shares; 2024Q4: 15,134 shares; 2025Q1: 17,818 shares; 2025Q2: 18,686 shares; 2025Q3: 18,919 shares; 2025Q4: 17,820 shares; 2026Q1: 12,841 shares 12,841 $1.65M 0.06% -4,979 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: not reported; 2024Q4: 9,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,884 shares; 2025Q3: 16,694 shares; 2025Q4: 16,605 shares; 2026Q1: 16,595 shares 16,595 $1.65M 0.06% -10 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,506 shares 36,506 $1.63M 0.06% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,400 shares; 2025Q1: 18,749 shares; 2025Q2: 18,891 shares; 2025Q3: 18,349 shares; 2025Q4: 18,469 shares; 2026Q1: 21,405 shares 21,405 $1.61M 0.06% +2,936 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,150 shares; 2024Q4: 14,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,325 shares; 2026Q1: 21,416 shares 21,416 $1.6M 0.06% +11,091 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,351 shares; 2024Q4: 114,345 shares; 2025Q1: 94,155 shares; 2025Q2: 94,229 shares; 2025Q3: 70,182 shares; 2025Q4: 86,102 shares; 2026Q1: 82,366 shares 82,366 $1.59M 0.06% -3,736 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: 15,848 shares; 2024Q4: 14,851 shares; 2025Q1: 20,360 shares; 2025Q2: 30,582 shares; 2025Q3: 30,701 shares; 2025Q4: 33,173 shares; 2026Q1: 34,813 shares 34,813 $1.58M 0.06% +1,640 Timeline RWJ 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: 44,369 shares; 2024Q4: 36,193 shares; 2025Q1: 28,759 shares; 2025Q2: 30,875 shares; 2025Q3: 31,026 shares; 2025Q4: 31,423 shares; 2026Q1: 31,326 shares 31,326 $1.58M 0.06% -97 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 6,091 shares; 2025Q1: 6,489 shares; 2025Q2: 3,054 shares; 2025Q3: 2,633 shares; 2025Q4: 3,384 shares; 2026Q1: 3,951 shares 3,951 $1.52M 0.06% +567 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: 17,143 shares; 2024Q4: 17,143 shares; 2025Q1: 19,223 shares; 2025Q2: 16,875 shares; 2025Q3: 16,125 shares; 2025Q4: 35,065 shares; 2026Q1: 15,825 shares 15,825 $1.51M 0.06% -19,240 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,850 shares; 2025Q1: 9,292 shares; 2025Q2: 8,114 shares; 2025Q3: 7,700 shares; 2025Q4: 7,158 shares; 2026Q1: 7,022 shares 7,022 $1.5M 0.06% -136 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,705 shares; 2025Q2: 17,404 shares; 2025Q3: 21,548 shares; 2025Q4: 24,477 shares; 2026Q1: 27,908 shares 27,908 $1.49M 0.06% +3,431 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 9,574 shares; 2025Q1: 12,124 shares; 2025Q2: 19,575 shares; 2025Q3: 21,246 shares; 2025Q4: 23,393 shares; 2026Q1: 25,184 shares 25,184 $1.49M 0.06% +1,791 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: 48,387 shares; 2024Q4: 48,462 shares; 2025Q1: 45,519 shares; 2025Q2: 45,885 shares; 2025Q3: 44,651 shares; 2025Q4: 42,655 shares; 2026Q1: 29,893 shares 29,893 $1.48M 0.05% -12,762 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,913 shares; 2024Q4: 15,712 shares; 2025Q1: 14,592 shares; 2025Q2: 16,765 shares; 2025Q3: 16,732 shares; 2025Q4: 19,686 shares; 2026Q1: 18,015 shares 18,015 $1.48M 0.05% -1,671 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,666 shares; 2025Q1: 50,396 shares; 2025Q2: 34,587 shares; 2025Q3: 16,008 shares; 2025Q4: 15,096 shares; 2026Q1: 12,017 shares 12,017 $1.48M 0.05% -3,079 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,524 shares; 2025Q1: 15,806 shares; 2025Q2: 29,139 shares; 2025Q3: 31,910 shares; 2025Q4: 39,127 shares; 2026Q1: 37,424 shares 37,424 $1.44M 0.05% -1,703 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: not reported; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,120 shares; 2025Q4: 1,129 shares; 2026Q1: 6,961 shares 6,961 $1.43M 0.05% +5,832 Timeline EDV 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: 113,652 shares; 2024Q4: 61,611 shares; 2025Q1: 52,790 shares; 2025Q2: 38,758 shares; 2025Q3: 29,073 shares; 2025Q4: 24,603 shares; 2026Q1: 22,036 shares 22,036 $1.43M 0.05% -2,567 Timeline IYM ISHARES 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: 4,563 shares; 2025Q1: 8,422 shares; 2025Q2: 8,325 shares; 2025Q3: 8,822 shares; 2025Q4: 9,364 shares; 2026Q1: 8,096 shares 8,096 $1.42M 0.05% -1,268 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: 4,103 shares; 2024Q4: 4,779 shares; 2025Q1: 6,437 shares; 2025Q2: 6,863 shares; 2025Q3: 6,601 shares; 2025Q4: 6,145 shares; 2026Q1: 5,944 shares 5,944 $1.4M 0.05% -201 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 4,559 shares; 2025Q4: 4,855 shares; 2026Q1: 5,251 shares 5,251 $1.4M 0.05% +396 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: 57,926 shares; 2024Q4: 15,639 shares; 2025Q1: 13,925 shares; 2025Q2: 13,494 shares; 2025Q3: 16,055 shares; 2025Q4: 22,705 shares; 2026Q1: 20,499 shares 20,499 $1.4M 0.05% -2,206 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,628 shares; 2025Q1: 8,652 shares; 2025Q2: 9,061 shares; 2025Q3: 8,834 shares; 2025Q4: 8,910 shares; 2026Q1: 9,581 shares 9,581 $1.39M 0.05% +671 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: 209,769 shares; 2024Q4: 64,035 shares; 2025Q1: 47,715 shares; 2025Q2: 36,560 shares; 2025Q3: 34,803 shares; 2025Q4: 34,221 shares; 2026Q1: 31,393 shares 31,393 $1.37M 0.05% -2,828 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: 8,683 shares; 2024Q4: 9,019 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,985 shares; 2025Q4: 9,003 shares; 2026Q1: 9,177 shares 9,177 $1.34M 0.05% +174 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,318 shares; 2024Q4: 67,543 shares; 2025Q1: 69,043 shares; 2025Q2: 77,143 shares; 2025Q3: 80,286 shares; 2025Q4: 86,243 shares; 2026Q1: 92,233 shares 92,233 $1.33M 0.05% +5,990 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,177 shares; 2025Q1: 2,646 shares; 2025Q2: 6,135 shares; 2025Q3: 7,533 shares; 2025Q4: 7,711 shares; 2026Q1: 8,271 shares 8,271 $1.32M 0.05% +560 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: 4,047 shares; 2024Q4: 4,165 shares; 2025Q1: 4,147 shares; 2025Q2: 4,200 shares; 2025Q3: 4,706 shares; 2025Q4: 4,140 shares; 2026Q1: 3,837 shares 3,837 $1.32M 0.05% -303 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: 22,239 shares; 2024Q4: 23,520 shares; 2025Q1: 25,241 shares; 2025Q2: 26,330 shares; 2025Q3: 26,074 shares; 2025Q4: 32,943 shares; 2026Q1: 30,989 shares 30,989 $1.32M 0.05% -1,954 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,439 shares; 2024Q4: 21,840 shares; 2025Q1: 22,924 shares; 2025Q2: 24,158 shares; 2025Q3: 25,540 shares; 2025Q4: 24,992 shares; 2026Q1: 24,944 shares 24,944 $1.31M 0.05% -48 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,218 shares; 2026Q1: 25,353 shares 25,353 $1.31M 0.05% +19,135 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: 6,123 shares; 2024Q4: 6,247 shares; 2025Q1: 5,137 shares; 2025Q2: 6,062 shares; 2025Q3: 10,694 shares; 2025Q4: 11,830 shares; 2026Q1: 13,902 shares 13,902 $1.31M 0.05% +2,072 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,143 shares 43,143 $1.31M 0.05% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,467 shares; 2024Q4: 58,684 shares; 2025Q1: 56,569 shares; 2025Q2: 46,443 shares; 2025Q3: 42,598 shares; 2025Q4: 37,058 shares; 2026Q1: 38,758 shares 38,758 $1.3M 0.05% +1,700 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,004 shares 132,004 $1.29M 0.05% new 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: 7,593 shares; 2024Q4: 6,853 shares; 2025Q1: 6,131 shares; 2025Q2: 5,788 shares; 2025Q3: 6,361 shares; 2025Q4: 5,922 shares; 2026Q1: 5,661 shares 5,661 $1.28M 0.05% -261 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 4,802 shares; 2025Q4: 5,702 shares; 2026Q1: 6,824 shares 6,824 $1.27M 0.05% +1,122 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: 2,903 shares; 2024Q4: 3,736 shares; 2025Q1: 4,656 shares; 2025Q2: 5,851 shares; 2025Q3: 5,893 shares; 2025Q4: 6,014 shares; 2026Q1: 14,982 shares 14,982 $1.27M 0.05% +8,968 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,948 shares 35,948 $1.26M 0.05% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,532 shares 8,532 $1.26M 0.05% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 3,364 shares; 2025Q4: 3,366 shares; 2026Q1: 1,783 shares 1,783 $1.25M 0.05% -1,583 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,905 shares; 2024Q4: 21,574 shares; 2025Q1: 56,080 shares; 2025Q2: 69,447 shares; 2025Q3: 33,617 shares; 2025Q4: 30,484 shares; 2026Q1: 36,530 shares 36,530 $1.25M 0.05% +6,046 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,403 shares 14,403 $1.25M 0.05% new Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 3,017 shares; 2025Q1: 2,451 shares; 2025Q2: 3,169 shares; 2025Q3: 3,848 shares; 2025Q4: 4,145 shares; 2026Q1: 10,937 shares 10,937 $1.25M 0.05% +6,792 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: 6,669 shares; 2024Q4: 5,871 shares; 2025Q1: 5,352 shares; 2025Q2: 4,537 shares; 2025Q3: 5,303 shares; 2025Q4: 6,011 shares; 2026Q1: 12,317 shares 12,317 $1.24M 0.05% +6,306 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: 35,928 shares; 2024Q4: 23,403 shares; 2025Q1: 23,424 shares; 2025Q2: 23,208 shares; 2025Q3: 22,328 shares; 2025Q4: 18,451 shares; 2026Q1: 16,360 shares 16,360 $1.23M 0.05% -2,091 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,691 shares; 2024Q4: 13,462 shares; 2025Q1: 14,518 shares; 2025Q2: 15,486 shares; 2025Q3: 15,531 shares; 2025Q4: 15,893 shares; 2026Q1: 16,267 shares 16,267 $1.21M 0.04% +374 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,230 shares; 2024Q4: 37,405 shares; 2025Q1: 45,521 shares; 2025Q2: 11,535 shares; 2025Q3: 17,485 shares; 2025Q4: 23,048 shares; 2026Q1: 24,275 shares 24,275 $1.21M 0.04% +1,227 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,132 shares; 2025Q1: 34,405 shares; 2025Q2: 22,874 shares; 2025Q3: 24,295 shares; 2025Q4: 26,329 shares; 2026Q1: 24,208 shares 24,208 $1.2M 0.04% -2,121 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 5,329 shares; 2025Q4: 5,500 shares; 2026Q1: 8,651 shares 8,651 $1.18M 0.04% +3,151 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 4,510 shares; 2025Q1: 3,305 shares; 2025Q2: 3,666 shares; 2025Q3: 4,341 shares; 2025Q4: 10,570 shares; 2026Q1: 10,782 shares 10,782 $1.18M 0.04% +212 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: 7,298 shares; 2024Q4: 6,816 shares; 2025Q1: 6,763 shares; 2025Q2: 7,375 shares; 2025Q3: 7,650 shares; 2025Q4: 5,832 shares; 2026Q1: 5,873 shares 5,873 $1.16M 0.04% +41 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: 796 shares; 2024Q4: 1,843 shares; 2025Q1: 2,005 shares; 2025Q2: 1,909 shares; 2025Q3: 1,878 shares; 2025Q4: 2,161 shares; 2026Q1: 2,066 shares 2,066 $1.16M 0.04% -95 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,975 shares 24,975 $1.16M 0.04% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 4,203 shares; 2025Q1: 5,443 shares; 2025Q2: 5,437 shares; 2025Q3: 6,652 shares; 2025Q4: 5,904 shares; 2026Q1: 12,361 shares 12,361 $1.16M 0.04% +6,457 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: 7,167 shares; 2024Q4: 6,977 shares; 2025Q1: 7,062 shares; 2025Q2: 7,057 shares; 2025Q3: 7,533 shares; 2025Q4: 8,799 shares; 2026Q1: 7,484 shares 7,484 $1.14M 0.04% -1,315 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,775 shares 20,775 $1.14M 0.04% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 6,070 shares; 2025Q4: 11,095 shares; 2026Q1: 14,067 shares 14,067 $1.13M 0.04% +2,972 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,665 shares 11,665 $1.13M 0.04% new 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: 19,662 shares; 2024Q4: 20,483 shares; 2025Q1: 15,918 shares; 2025Q2: 15,633 shares; 2025Q3: 11,631 shares; 2025Q4: 12,260 shares; 2026Q1: 12,325 shares 12,325 $1.13M 0.04% +65 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 16,819 shares; 2025Q1: 17,063 shares; 2025Q2: 27,142 shares; 2025Q3: 25,165 shares; 2025Q4: 23,922 shares; 2026Q1: 23,994 shares 23,994 $1.11M 0.04% +72 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,930 shares; 2026Q1: 28,630 shares 28,630 $1.11M 0.04% -8,300 Timeline ARKK 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: 11,556 shares; 2024Q4: 14,257 shares; 2025Q1: 11,229 shares; 2025Q2: 12,370 shares; 2025Q3: 14,294 shares; 2025Q4: 13,497 shares; 2026Q1: 16,381 shares 16,381 $1.11M 0.04% +2,884 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 14,730 shares; 2025Q1: 15,274 shares; 2025Q2: 14,260 shares; 2025Q3: 14,939 shares; 2025Q4: 19,544 shares; 2026Q1: 18,860 shares 18,860 $1.09M 0.04% -684 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,092 shares 24,092 $1.08M 0.04% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,155 shares; 2025Q1: 4,938 shares; 2025Q2: 4,953 shares; 2025Q3: 5,318 shares; 2025Q4: 5,455 shares; 2026Q1: 5,960 shares 5,960 $1.07M 0.04% +505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,220 shares 10,220 $1.07M 0.04% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,100 shares; 2026Q1: 25,100 shares 25,100 $1.07M 0.04% +4,000 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,878 shares; 2026Q1: 16,724 shares 16,724 $1.05M 0.04% +4,846 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: 4,301 shares; 2024Q4: 4,478 shares; 2025Q1: 4,671 shares; 2025Q2: 4,528 shares; 2025Q3: 4,480 shares; 2025Q4: 4,290 shares; 2026Q1: 4,808 shares 4,808 $1.04M 0.04% +518 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,349 shares; 2024Q4: 26,168 shares; 2025Q1: 21,458 shares; 2025Q2: 21,729 shares; 2025Q3: 22,141 shares; 2025Q4: 23,291 shares; 2026Q1: 23,694 shares 23,694 $1.04M 0.04% +403 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: 1,392 shares; 2024Q4: 1,344 shares; 2025Q1: 1,310 shares; 2025Q2: 1,219 shares; 2025Q3: 1,242 shares; 2025Q4: 1,173 shares; 2026Q1: 1,916 shares 1,916 $1.03M 0.04% +743 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,649 shares 57,649 $1.03M 0.04% new 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: 14,304 shares; 2024Q4: 17,336 shares; 2025Q1: 25,858 shares; 2025Q2: 33,542 shares; 2025Q3: 37,731 shares; 2025Q4: 42,289 shares; 2026Q1: 44,360 shares 44,360 $1.02M 0.04% +2,071 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 7,987 shares; 2025Q1: 4,090 shares; 2025Q2: 3,720 shares; 2025Q3: 12,765 shares; 2025Q4: 19,203 shares; 2026Q1: 19,185 shares 19,185 $1.01M 0.04% -18 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: not reported; 2024Q4: 9,960 shares; 2025Q1: 22,397 shares; 2025Q2: 24,905 shares; 2025Q3: 29,677 shares; 2025Q4: 33,966 shares; 2026Q1: 21,592 shares 21,592 $1.01M 0.04% -12,374 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,999 shares; 2025Q1: 6,864 shares; 2025Q2: 8,643 shares; 2025Q3: 8,776 shares; 2025Q4: 7,648 shares; 2026Q1: 6,448 shares 6,448 $1M 0.04% -1,200 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,852 shares; 2026Q1: 21,594 shares 21,594 $998K 0.04% +3,742 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,334 shares; 2024Q4: 35,892 shares; 2025Q1: 37,838 shares; 2025Q2: 11,981 shares; 2025Q3: 12,418 shares; 2025Q4: 17,989 shares; 2026Q1: 19,410 shares 19,410 $986K 0.04% +1,421 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: 13,881 shares; 2024Q4: 14,358 shares; 2025Q1: 14,396 shares; 2025Q2: 13,220 shares; 2025Q3: 11,609 shares; 2025Q4: 11,268 shares; 2026Q1: 12,349 shares 12,349 $982K 0.04% +1,081 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,410 shares 12,410 $980K 0.04% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 13,332 shares; 2025Q3: 13,631 shares; 2025Q4: 15,667 shares; 2026Q1: 18,128 shares 18,128 $978K 0.04% +2,461 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,686 shares; 2025Q1: 12,646 shares; 2025Q2: 12,746 shares; 2025Q3: 13,169 shares; 2025Q4: 13,169 shares; 2026Q1: 13,628 shares 13,628 $978K 0.04% +459 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: 34,095 shares; 2024Q4: 37,760 shares; 2025Q1: 53,882 shares; 2025Q2: 39,060 shares; 2025Q3: 24,494 shares; 2025Q4: 17,071 shares; 2026Q1: 17,187 shares 17,187 $974K 0.04% +116 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,651 shares; 2025Q1: 15,519 shares; 2025Q2: 21,290 shares; 2025Q3: 24,467 shares; 2025Q4: 29,476 shares; 2026Q1: 31,030 shares 31,030 $956K 0.04% +1,554 Timeline EVMO 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: 19,668 shares; 2026Q1: 18,900 shares 18,900 $951K 0.04% -768 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,530 shares; 2025Q1: 48,772 shares; 2025Q2: 25,683 shares; 2025Q3: 23,259 shares; 2025Q4: 23,452 shares; 2026Q1: 16,029 shares 16,029 $946K 0.04% -7,423 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: 8,656 shares; 2024Q4: 8,509 shares; 2025Q1: 12,894 shares; 2025Q2: 11,156 shares; 2025Q3: 12,431 shares; 2025Q4: 17,221 shares; 2026Q1: 24,519 shares 24,519 $942K 0.03% +7,298 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,523 shares 12,523 $935K 0.03% new 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: 9,932 shares; 2024Q4: 8,975 shares; 2025Q1: 8,366 shares; 2025Q2: 8,107 shares; 2025Q3: 8,178 shares; 2025Q4: 5,722 shares; 2026Q1: 4,815 shares 4,815 $935K 0.03% -907 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: 7,168 shares; 2024Q4: 7,817 shares; 2025Q1: 7,624 shares; 2025Q2: 8,201 shares; 2025Q3: 7,429 shares; 2025Q4: 6,629 shares; 2026Q1: 7,473 shares 7,473 $933K 0.03% +844 Timeline VRP 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: 45,823 shares; 2024Q4: 47,292 shares; 2025Q1: 38,904 shares; 2025Q2: 40,568 shares; 2025Q3: 39,021 shares; 2025Q4: 36,024 shares; 2026Q1: 38,620 shares 38,620 $926K 0.03% +2,596 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 5,741 shares; 2025Q3: 6,443 shares; 2025Q4: 7,470 shares; 2026Q1: 8,466 shares 8,466 $923K 0.03% +996 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: 1,811 shares; 2024Q4: 2,009 shares; 2025Q1: 2,099 shares; 2025Q2: 2,372 shares; 2025Q3: 2,410 shares; 2025Q4: 2,452 shares; 2026Q1: 2,760 shares 2,760 $907K 0.03% +308 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,254 shares; 2025Q2: 149,062 shares; 2025Q3: 153,605 shares; 2025Q4: 153,211 shares; 2026Q1: 33,190 shares 33,190 $905K 0.03% -120,021 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,361 shares; 2025Q1: 3,466 shares; 2025Q2: 3,358 shares; 2025Q3: 3,176 shares; 2025Q4: 1,924 shares; 2026Q1: 1,954 shares 1,954 $901K 0.03% +30 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 2,447 shares; 2026Q1: 3,300 shares 3,300 $893K 0.03% +853 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,538 shares; 2024Q4: 36,223 shares; 2025Q1: 36,232 shares; 2025Q2: 21,161 shares; 2025Q3: 18,682 shares; 2025Q4: 18,683 shares; 2026Q1: 18,774 shares 18,774 $892K 0.03% +91 Timeline AIS 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: not reported; 2025Q4: 5,740 shares; 2026Q1: 21,290 shares 21,290 $892K 0.03% +15,550 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: 100,699 shares; 2024Q4: 90,681 shares; 2025Q1: 94,341 shares; 2025Q2: 86,129 shares; 2025Q3: 71,780 shares; 2025Q4: 32,684 shares; 2026Q1: 30,816 shares 30,816 $885K 0.03% -1,868 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 7,371 shares; 2025Q1: 5,479 shares; 2025Q2: 4,381 shares; 2025Q3: 5,737 shares; 2025Q4: 6,723 shares; 2026Q1: 6,981 shares 6,981 $876K 0.03% +258 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,541 shares; 2025Q1: 21,221 shares; 2025Q2: 37,184 shares; 2025Q3: 51,884 shares; 2025Q4: 46,500 shares; 2026Q1: 13,838 shares 13,838 $868K 0.03% -32,662 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,074 shares; 2025Q1: 3,161 shares; 2025Q2: 3,323 shares; 2025Q3: 3,367 shares; 2025Q4: 2,796 shares; 2026Q1: 2,511 shares 2,511 $867K 0.03% -285 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 5,029 shares; 2025Q1: 10,090 shares; 2025Q2: 10,957 shares; 2025Q3: 10,859 shares; 2025Q4: 12,805 shares; 2026Q1: 14,544 shares 14,544 $866K 0.03% +1,739 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: 10,645 shares; 2024Q4: 7,493 shares; 2025Q1: 24,950 shares; 2025Q2: 13,495 shares; 2025Q3: 13,252 shares; 2025Q4: 11,049 shares; 2026Q1: 3,699 shares 3,699 $866K 0.03% -7,350 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 13,730 shares; 2025Q1: 11,617 shares; 2025Q2: 11,876 shares; 2025Q3: 11,812 shares; 2025Q4: 12,421 shares; 2026Q1: 9,137 shares 9,137 $864K 0.03% -3,284 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: 16,215 shares; 2024Q4: 14,002 shares; 2025Q1: 12,492 shares; 2025Q2: 13,238 shares; 2025Q3: 11,351 shares; 2025Q4: 9,551 shares; 2026Q1: 9,614 shares 9,614 $861K 0.03% +63 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: 47,366 shares; 2024Q4: 39,789 shares; 2025Q1: 28,007 shares; 2025Q2: 25,791 shares; 2025Q3: 25,192 shares; 2025Q4: 25,463 shares; 2026Q1: 16,943 shares 16,943 $860K 0.03% -8,520 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 16,502 shares; 2025Q1: 14,660 shares; 2025Q2: 14,660 shares; 2025Q3: 14,601 shares; 2025Q4: 14,601 shares; 2026Q1: 14,601 shares 14,601 $859K 0.03% 0 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: 19,524 shares; 2024Q4: 34,020 shares; 2025Q1: 18,366 shares; 2025Q2: 14,470 shares; 2025Q3: 12,438 shares; 2025Q4: 5,966 shares; 2026Q1: 5,896 shares 5,896 $856K 0.03% -70 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 12,876 shares; 2026Q1: 18,923 shares 18,923 $853K 0.03% +6,047 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,967 shares; 2025Q1: 5,071 shares; 2025Q2: 6,868 shares; 2025Q3: 7,710 shares; 2025Q4: 7,256 shares; 2026Q1: 7,220 shares 7,220 $852K 0.03% -36 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,924 shares; 2025Q1: 9,563 shares; 2025Q2: 10,647 shares; 2025Q3: 22,705 shares; 2025Q4: 23,930 shares; 2026Q1: 18,334 shares 18,334 $849K 0.03% -5,596 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 5,048 shares; 2025Q1: 5,420 shares; 2025Q2: 5,774 shares; 2025Q3: 5,931 shares; 2025Q4: 5,467 shares; 2026Q1: 4,169 shares 4,169 $847K 0.03% -1,298 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,063 shares; 2026Q1: 8,656 shares 8,656 $843K 0.03% -1,407 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,005 shares; 2024Q4: 27,177 shares; 2025Q1: 17,413 shares; 2025Q2: 15,867 shares; 2025Q3: 14,518 shares; 2025Q4: 14,112 shares; 2026Q1: 12,346 shares 12,346 $843K 0.03% -1,766 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 13,437 shares; 2025Q1: 9,579 shares; 2025Q2: 8,923 shares; 2025Q3: 7,392 shares; 2025Q4: 9,777 shares; 2026Q1: 7,108 shares 7,108 $843K 0.03% -2,669 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: 4,750 shares; 2024Q4: 11,074 shares; 2025Q1: 10,808 shares; 2025Q2: 10,565 shares; 2025Q3: 10,534 shares; 2025Q4: 8,918 shares; 2026Q1: 8,833 shares 8,833 $843K 0.03% -85 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,769 shares; 2026Q1: 2,063 shares 2,063 $840K 0.03% +294 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: 3,062 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 2,856 shares; 2025Q3: 2,550 shares; 2025Q4: 2,583 shares; 2026Q1: 2,555 shares 2,555 $840K 0.03% -28 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: 11,421 shares; 2024Q4: 11,653 shares; 2025Q1: 11,335 shares; 2025Q2: 11,584 shares; 2025Q3: 12,112 shares; 2025Q4: 12,364 shares; 2026Q1: 12,627 shares 12,627 $833K 0.03% +263 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,047 shares; 2024Q4: 28,503 shares; 2025Q1: 23,052 shares; 2025Q2: 21,601 shares; 2025Q3: 19,706 shares; 2025Q4: 19,187 shares; 2026Q1: 15,070 shares 15,070 $833K 0.03% -4,117 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,256 shares; 2025Q1: 5,187 shares; 2025Q2: 5,187 shares; 2025Q3: 5,469 shares; 2025Q4: 5,299 shares; 2026Q1: 5,721 shares 5,721 $829K 0.03% +422 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,502 shares; 2025Q1: 1,937 shares; 2025Q2: 1,962 shares; 2025Q3: 1,784 shares; 2025Q4: 2,584 shares; 2026Q1: 2,641 shares 2,641 $829K 0.03% +57 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,813 shares; 2025Q1: 2,710 shares; 2025Q2: 2,643 shares; 2025Q3: 2,639 shares; 2025Q4: 2,501 shares; 2026Q1: 2,308 shares 2,308 $823K 0.03% -193 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,971 shares; 2025Q1: 26,125 shares; 2025Q2: 19,065 shares; 2025Q3: 21,209 shares; 2025Q4: 17,859 shares; 2026Q1: 17,859 shares 17,859 $818K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,012 shares; 2025Q1: 6,051 shares; 2025Q2: 6,090 shares; 2025Q3: 5,966 shares; 2025Q4: 5,941 shares; 2026Q1: 7,081 shares 7,081 $814K 0.03% +1,140 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: 57,468 shares; 2024Q4: 60,742 shares; 2025Q1: 59,009 shares; 2025Q2: 50,028 shares; 2025Q3: 55,806 shares; 2025Q4: 68,946 shares; 2026Q1: 18,120 shares 18,120 $812K 0.03% -50,826 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: not reported; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 338 shares; 2025Q4: 392 shares; 2026Q1: 612 shares 612 $808K 0.03% +220 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,082 shares; 2025Q1: 16,847 shares; 2025Q2: 16,881 shares; 2025Q3: 16,914 shares; 2025Q4: 16,481 shares; 2026Q1: 16,197 shares 16,197 $806K 0.03% -284 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 23,072 shares; 2025Q1: 10,008 shares; 2025Q2: 9,911 shares; 2025Q3: 9,343 shares; 2025Q4: 9,306 shares; 2026Q1: 8,603 shares 8,603 $806K 0.03% -703 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,401 shares; 2025Q1: 7,193 shares; 2025Q2: 7,628 shares; 2025Q3: 7,394 shares; 2025Q4: 7,027 shares; 2026Q1: 3,507 shares 3,507 $803K 0.03% -3,520 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: 15,782 shares; 2024Q4: 15,532 shares; 2025Q1: 15,201 shares; 2025Q2: 15,002 shares; 2025Q3: 15,079 shares; 2025Q4: 15,999 shares; 2026Q1: 16,132 shares 16,132 $800K 0.03% +133 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,014 shares; 2025Q2: 22,246 shares; 2025Q3: 22,531 shares; 2025Q4: 25,240 shares; 2026Q1: 25,947 shares 25,947 $799K 0.03% +707 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: 2,882 shares; 2024Q4: 3,510 shares; 2025Q1: 6,732 shares; 2025Q2: 6,968 shares; 2025Q3: 7,451 shares; 2025Q4: 4,314 shares; 2026Q1: 4,215 shares 4,215 $799K 0.03% -99 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,286 shares; 2025Q1: 3,148 shares; 2025Q2: 3,082 shares; 2025Q3: 3,408 shares; 2025Q4: 998 shares; 2026Q1: 2,222 shares 2,222 $792K 0.03% +1,224 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 813 shares; 2025Q1: 790 shares; 2025Q2: 804 shares; 2025Q3: 1,148 shares; 2025Q4: 1,127 shares; 2026Q1: 1,158 shares 1,158 $790K 0.03% +31 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,681 shares; 2025Q4: 9,373 shares; 2026Q1: 10,863 shares 10,863 $786K 0.03% +1,490 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,537 shares; 2024Q4: 95,583 shares; 2025Q1: 107,174 shares; 2025Q2: 126,097 shares; 2025Q3: 131,358 shares; 2025Q4: 128,302 shares; 2026Q1: 19,227 shares 19,227 $785K 0.03% -109,075 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,577 shares; 2024Q4: 63,500 shares; 2025Q1: 56,409 shares; 2025Q2: 56,500 shares; 2025Q3: 56,586 shares; 2025Q4: 56,674 shares; 2026Q1: 56,772 shares 56,772 $783K 0.03% +98 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: 3,904 shares; 2024Q4: 3,615 shares; 2025Q1: 8,276 shares; 2025Q2: 8,319 shares; 2025Q3: 9,620 shares; 2025Q4: 9,786 shares; 2026Q1: 5,578 shares 5,578 $778K 0.03% -4,208 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: 9,768 shares; 2024Q4: 9,995 shares; 2025Q1: 1,924 shares; 2025Q2: 1,942 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares; 2026Q1: 2,169 shares 2,169 $776K 0.03% +92 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 15,429 shares; 2025Q1: 12,465 shares; 2025Q2: 11,072 shares; 2025Q3: 12,781 shares; 2025Q4: 12,627 shares; 2026Q1: 17,144 shares 17,144 $775K 0.03% +4,517 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,043 shares 5,043 $775K 0.03% new Timeline THNQ 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: not reported; 2024Q4: 15,805 shares; 2025Q1: 14,480 shares; 2025Q2: 13,891 shares; 2025Q3: 13,508 shares; 2025Q4: 13,724 shares; 2026Q1: 13,129 shares 13,129 $775K 0.03% -595 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,177 shares; 2025Q1: 3,557 shares; 2025Q2: 3,525 shares; 2025Q3: 3,274 shares; 2025Q4: 2,428 shares; 2026Q1: 1,777 shares 1,777 $768K 0.03% -651 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: 6,574 shares; 2024Q4: 6,455 shares; 2025Q1: 6,858 shares; 2025Q2: 9,246 shares; 2025Q3: 9,413 shares; 2025Q4: 8,902 shares; 2026Q1: 7,482 shares 7,482 $765K 0.03% -1,420 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: 8,242 shares; 2024Q4: 9,656 shares; 2025Q1: 10,145 shares; 2025Q2: 10,844 shares; 2025Q3: 6,797 shares; 2025Q4: 6,021 shares; 2026Q1: 4,653 shares 4,653 $764K 0.03% -1,368 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,883 shares; 2025Q2: 21,541 shares; 2025Q3: 21,420 shares; 2025Q4: 22,606 shares; 2026Q1: 23,706 shares 23,706 $757K 0.03% +1,100 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: 8,287 shares; 2024Q4: 8,199 shares; 2025Q1: 8,106 shares; 2025Q2: 8,285 shares; 2025Q3: 7,828 shares; 2025Q4: 7,908 shares; 2026Q1: 7,956 shares 7,956 $755K 0.03% +48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,777 shares; 2025Q1: 1,799 shares; 2025Q2: 10,045 shares; 2025Q3: 12,441 shares; 2025Q4: 10,587 shares; 2026Q1: 4,138 shares 4,138 $755K 0.03% -6,449 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 25,900 shares; 2026Q1: 35,750 shares 35,750 $753K 0.03% +9,850 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: 20,436 shares; 2024Q4: 19,699 shares; 2025Q1: 33,363 shares; 2025Q2: 18,425 shares; 2025Q3: 18,458 shares; 2025Q4: 18,904 shares; 2026Q1: 19,781 shares 19,781 $749K 0.03% +877 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: 17,062 shares; 2024Q4: 22,191 shares; 2025Q1: 43,024 shares; 2025Q2: 31,266 shares; 2025Q3: 28,616 shares; 2025Q4: 31,153 shares; 2026Q1: 29,824 shares 29,824 $739K 0.03% -1,329 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares; 2026Q1: 22,412 shares 22,412 $739K 0.03% +2,743 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,509 shares; 2025Q1: 12,647 shares; 2025Q2: 14,597 shares; 2025Q3: 15,534 shares; 2025Q4: 15,260 shares; 2026Q1: 14,198 shares 14,198 $734K 0.03% -1,062 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 24,692 shares 24,692 $733K 0.03% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 13,813 shares; 2026Q1: 13,123 shares 13,123 $730K 0.03% -690 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 28,855 shares; 2025Q1: 33,644 shares; 2025Q2: 30,793 shares; 2025Q3: 32,918 shares; 2025Q4: 34,656 shares; 2026Q1: 10,847 shares 10,847 $727K 0.03% -23,809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,079 shares; 2025Q4: 5,219 shares; 2026Q1: 9,409 shares 9,409 $726K 0.03% +4,190 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269,900 shares; 2026Q1: 269,900 shares 269,900 $721K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,722 shares; 2025Q1: 3,646 shares; 2025Q2: 3,700 shares; 2025Q3: 3,761 shares; 2025Q4: 3,755 shares; 2026Q1: 3,756 shares 3,756 $712K 0.03% +1 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,751 shares; 2025Q3: 12,954 shares; 2025Q4: 15,561 shares; 2026Q1: 19,618 shares 19,618 $711K 0.03% +4,057 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: 15,281 shares; 2024Q4: 16,834 shares; 2025Q1: 17,203 shares; 2025Q2: 18,616 shares; 2025Q3: 19,994 shares; 2025Q4: 21,388 shares; 2026Q1: 20,928 shares 20,928 $702K 0.03% -460 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: 5,667 shares; 2024Q4: 4,778 shares; 2025Q1: 4,511 shares; 2025Q2: 4,568 shares; 2025Q3: 2,425 shares; 2025Q4: 2,324 shares; 2026Q1: 2,415 shares 2,415 $702K 0.03% +91 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,047 shares; 2025Q1: 4,403 shares; 2025Q2: 4,738 shares; 2025Q3: 2,640 shares; 2025Q4: 2,606 shares; 2026Q1: 2,453 shares 2,453 $691K 0.03% -153 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,626 shares; 2025Q3: 10,104 shares; 2025Q4: 9,914 shares; 2026Q1: 9,779 shares 9,779 $688K 0.03% -135 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: not reported; 2024Q4: 1,689 shares; 2025Q1: 5,001 shares; 2025Q2: 12,729 shares; 2025Q3: 15,687 shares; 2025Q4: 5,035 shares; 2026Q1: 3,465 shares 3,465 $687K 0.03% -1,570 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,808 shares 15,808 $685K 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 2,190 shares; 2025Q1: 2,227 shares; 2025Q2: 2,114 shares; 2025Q3: 2,148 shares; 2025Q4: 2,263 shares; 2026Q1: 2,279 shares 2,279 $681K 0.03% +16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 10,963 shares; 2025Q1: 21,384 shares; 2025Q2: 21,836 shares; 2025Q3: 11,913 shares; 2025Q4: 11,394 shares; 2026Q1: 13,835 shares 13,835 $678K 0.03% +2,441 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 10,745 shares; 2025Q1: 10,189 shares; 2025Q2: 10,348 shares; 2025Q3: 10,158 shares; 2025Q4: 11,097 shares; 2026Q1: 11,757 shares 11,757 $678K 0.03% +660 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: 7,058 shares; 2024Q4: 8,074 shares; 2025Q1: 9,025 shares; 2025Q2: 9,599 shares; 2025Q3: 8,536 shares; 2025Q4: 4,341 shares; 2026Q1: 3,734 shares 3,734 $678K 0.03% -607 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,693 shares; 2025Q4: 18,925 shares; 2026Q1: 25,160 shares 25,160 $677K 0.03% +6,235 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 8,412 shares; 2025Q1: 12,671 shares; 2025Q2: 15,766 shares; 2025Q3: 15,911 shares; 2025Q4: 19,136 shares; 2026Q1: 13,021 shares 13,021 $676K 0.03% -6,115 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,679 shares 32,679 $674K 0.02% new 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: 9,718 shares; 2024Q4: 9,323 shares; 2025Q1: 8,804 shares; 2025Q2: 8,569 shares; 2025Q3: 8,687 shares; 2025Q4: 7,617 shares; 2026Q1: 7,564 shares 7,564 $671K 0.02% -53 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: 5,488 shares; 2024Q4: 10,559 shares; 2025Q1: 14,149 shares; 2025Q2: 13,981 shares; 2025Q3: 12,585 shares; 2025Q4: 9,426 shares; 2026Q1: 5,695 shares 5,695 $670K 0.02% -3,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,465 shares; 2025Q3: 21,407 shares; 2025Q4: 36,860 shares; 2026Q1: 21,767 shares 21,767 $670K 0.02% -15,093 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: 5,068 shares; 2024Q4: 4,887 shares; 2025Q1: 5,014 shares; 2025Q2: 5,152 shares; 2025Q3: 5,293 shares; 2025Q4: 5,120 shares; 2026Q1: 5,066 shares 5,066 $664K 0.02% -54 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares 1,661 $664K 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 12,766 shares; 2025Q1: 23,230 shares; 2025Q2: 5,911 shares; 2025Q3: 5,924 shares; 2025Q4: 8,388 shares; 2026Q1: 13,361 shares 13,361 $660K 0.02% +4,973 Timeline JSMD 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: 12,709 shares; 2024Q4: 9,329 shares; 2025Q1: 6,577 shares; 2025Q2: 17,850 shares; 2025Q3: 17,930 shares; 2025Q4: 16,909 shares; 2026Q1: 8,291 shares 8,291 $658K 0.02% -8,618 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 3,332 shares; 2025Q4: 1,506 shares; 2026Q1: 1,651 shares 1,651 $657K 0.02% +145 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,689 shares 15,689 $654K 0.02% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares; 2026Q1: 18,164 shares 18,164 $646K 0.02% +12,780 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: 30,775 shares; 2024Q4: 27,405 shares; 2025Q1: 15,506 shares; 2025Q2: 12,031 shares; 2025Q3: 11,461 shares; 2025Q4: 11,284 shares; 2026Q1: 7,227 shares 7,227 $635K 0.02% -4,057 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,534 shares; 2025Q2: 45,850 shares; 2025Q3: 42,970 shares; 2025Q4: 36,132 shares; 2026Q1: 24,740 shares 24,740 $635K 0.02% -11,392 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: 6,053 shares; 2024Q4: 5,972 shares; 2025Q1: 4,908 shares; 2025Q2: 4,511 shares; 2025Q3: 4,439 shares; 2025Q4: 4,258 shares; 2026Q1: 4,817 shares 4,817 $631K 0.02% +559 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 29,470 shares; 2025Q1: 5,778 shares; 2025Q2: 5,964 shares; 2025Q3: 5,680 shares; 2025Q4: 6,508 shares; 2026Q1: 7,982 shares 7,982 $629K 0.02% +1,474 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 46,277 shares; 2025Q1: 7,476 shares; 2025Q2: 7,541 shares; 2025Q3: 6,561 shares; 2025Q4: 6,615 shares; 2026Q1: 7,344 shares 7,344 $624K 0.02% +729 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,519 shares; 2025Q2: 6,066 shares; 2025Q3: 6,137 shares; 2025Q4: 6,201 shares; 2026Q1: 7,325 shares 7,325 $622K 0.02% +1,124 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 377 shares; 2025Q1: 471 shares; 2025Q2: 497 shares; 2025Q3: 412 shares; 2025Q4: 361 shares; 2026Q1: 422 shares 422 $621K 0.02% +61 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: 58,486 shares; 2024Q4: 47,998 shares; 2025Q1: 46,763 shares; 2025Q2: 25,770 shares; 2025Q3: 18,720 shares; 2025Q4: 16,947 shares; 2026Q1: 13,160 shares 13,160 $619K 0.02% -3,787 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: 5,357 shares; 2024Q4: 5,457 shares; 2025Q1: 5,580 shares; 2025Q2: 5,230 shares; 2025Q3: 5,262 shares; 2025Q4: 4,667 shares; 2026Q1: 4,714 shares 4,714 $618K 0.02% +47 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,808 shares; 2024Q4: 40,817 shares; 2025Q1: 32,726 shares; 2025Q2: 34,586 shares; 2025Q3: 20,578 shares; 2025Q4: 18,227 shares; 2026Q1: 17,148 shares 17,148 $616K 0.02% -1,079 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 26,849 shares; 2025Q1: 23,122 shares; 2025Q2: 23,201 shares; 2025Q3: 21,285 shares; 2025Q4: 22,364 shares; 2026Q1: 23,797 shares 23,797 $616K 0.02% +1,433 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,498 shares; 2026Q1: 12,157 shares 12,157 $612K 0.02% +2,659 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: 4,028 shares; 2024Q4: 5,090 shares; 2025Q1: 4,813 shares; 2025Q2: 4,213 shares; 2025Q3: 4,569 shares; 2025Q4: 4,604 shares; 2026Q1: 4,625 shares 4,625 $611K 0.02% +21 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,937 shares; 2025Q4: 2,447 shares; 2026Q1: 3,797 shares 3,797 $609K 0.02% +1,350 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,088 shares; 2025Q4: 3,096 shares; 2026Q1: 8,596 shares 8,596 $603K 0.02% +5,500 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: not reported; 2024Q4: not reported; 2025Q1: 8,170 shares; 2025Q2: 9,128 shares; 2025Q3: 9,669 shares; 2025Q4: 10,191 shares; 2026Q1: 11,561 shares 11,561 $603K 0.02% +1,370 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,585 shares; 2024Q4: 31,122 shares; 2025Q1: 32,148 shares; 2025Q2: 32,692 shares; 2025Q3: 23,790 shares; 2025Q4: 25,854 shares; 2026Q1: 44,123 shares 44,123 $603K 0.02% +18,269 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 29,000 shares; 2025Q3: 90,960 shares; 2025Q4: 30,635 shares; 2026Q1: 46,845 shares 46,845 $603K 0.02% +16,210 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,203 shares; 2025Q1: 7,678 shares; 2025Q2: 5,583 shares; 2025Q3: 5,358 shares; 2025Q4: 4,306 shares; 2026Q1: 4,136 shares 4,136 $600K 0.02% -170 Timeline FTA 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: 7,269 shares; 2024Q4: 7,222 shares; 2025Q1: 5,786 shares; 2025Q2: 5,794 shares; 2025Q3: 5,910 shares; 2025Q4: 5,944 shares; 2026Q1: 6,485 shares 6,485 $599K 0.02% +541 Timeline