NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120,472 shares; 2024Q4: 1,165,258 shares; 2025Q1: 1,133,041 shares; 2025Q2: 1,097,546 shares; 2025Q3: 1,097,067 shares; 2025Q4: 1,080,451 shares; 2026Q1: 1,109,621 shares 1,109,621 $194M 3.52% +29,170 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: 765,387 shares; 2024Q4: 876,615 shares; 2025Q1: 1,293,747 shares; 2025Q2: 1,587,263 shares; 2025Q3: 1,689,291 shares; 2025Q4: 1,687,147 shares; 2026Q1: 1,682,469 shares 1,682,469 $129M 2.34% -4,678 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: 888,083 shares; 2024Q4: 950,788 shares; 2025Q1: 1,035,665 shares; 2025Q2: 1,174,639 shares; 2025Q3: 1,194,827 shares; 2025Q4: 1,289,748 shares; 2026Q1: 1,346,277 shares 1,346,277 $120M 2.19% +56,529 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: 833,310 shares; 2024Q4: 873,010 shares; 2025Q1: 868,360 shares; 2025Q2: 871,588 shares; 2025Q3: 959,380 shares; 2025Q4: 1,035,564 shares; 2026Q1: 1,099,809 shares 1,099,809 $116M 2.1% +64,245 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: 449,350 shares; 2024Q4: 442,133 shares; 2025Q1: 437,603 shares; 2025Q2: 411,637 shares; 2025Q3: 410,886 shares; 2025Q4: 415,043 shares; 2026Q1: 427,010 shares 427,010 $108M 1.97% +11,967 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885,438 shares; 2025Q3: 1,000,924 shares; 2025Q4: 1,115,814 shares; 2026Q1: 956,087 shares 956,087 $88.2M 1.6% -159,727 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: not reported; 2024Q4: not reported; 2025Q1: 529,531 shares; 2025Q2: 542,290 shares; 2025Q3: 557,038 shares; 2025Q4: 1,312,503 shares; 2026Q1: 1,391,524 shares 1,391,524 $76.3M 1.39% +79,021 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,146 shares; 2024Q4: 918,112 shares; 2025Q1: 959,007 shares; 2025Q2: 847,757 shares; 2025Q3: 889,714 shares; 2025Q4: 805,363 shares; 2026Q1: 817,316 shares 817,316 $75.8M 1.38% +11,953 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669,435 shares; 2024Q4: 2,045,489 shares; 2025Q1: 2,050,980 shares; 2025Q2: 2,150,804 shares; 2025Q3: 2,656,072 shares; 2025Q4: 3,024,203 shares; 2026Q1: 2,737,834 shares 2,737,834 $74.6M 1.35% -286,369 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: 621,378 shares; 2024Q4: 681,764 shares; 2025Q1: 751,872 shares; 2025Q2: 826,949 shares; 2025Q3: 809,831 shares; 2025Q4: 865,913 shares; 2026Q1: 884,346 shares 884,346 $71.3M 1.29% +18,433 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: 336,173 shares; 2024Q4: 326,044 shares; 2025Q1: 328,094 shares; 2025Q2: 302,711 shares; 2025Q3: 302,521 shares; 2025Q4: 302,645 shares; 2026Q1: 323,964 shares 323,964 $67.5M 1.23% +21,319 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,887 shares; 2024Q4: 1,105,453 shares; 2025Q1: 1,445,908 shares; 2025Q2: 1,436,456 shares; 2025Q3: 1,532,239 shares; 2025Q4: 1,485,082 shares; 2026Q1: 1,635,846 shares 1,635,846 $64.6M 1.17% +150,764 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662,105 shares; 2024Q4: 734,829 shares; 2025Q1: 640,553 shares; 2025Q2: 705,238 shares; 2025Q3: 779,066 shares; 2025Q4: 807,304 shares; 2026Q1: 813,094 shares 813,094 $61.6M 1.12% +5,790 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: 170,589 shares; 2024Q4: 175,742 shares; 2025Q1: 166,266 shares; 2025Q2: 150,669 shares; 2025Q3: 153,431 shares; 2025Q4: 154,138 shares; 2026Q1: 164,121 shares 164,121 $60.8M 1.1% +9,983 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: 1,010,299 shares; 2024Q4: 1,113,537 shares; 2025Q1: 1,238,436 shares; 2025Q2: 1,406,732 shares; 2025Q3: 1,359,101 shares; 2025Q4: 1,419,817 shares; 2026Q1: 1,460,882 shares 1,460,882 $59.2M 1.08% +41,065 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: 1,282,290 shares; 2024Q4: 1,364,837 shares; 2025Q1: 985,613 shares; 2025Q2: 1,061,465 shares; 2025Q3: 1,096,460 shares; 2025Q4: 1,130,882 shares; 2026Q1: 1,199,602 shares 1,199,602 $58M 1.05% +68,720 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: not reported; 2024Q4: not reported; 2025Q1: 567,703 shares; 2025Q2: 689,583 shares; 2025Q3: 727,513 shares; 2025Q4: 771,979 shares; 2026Q1: 790,724 shares 790,724 $56.7M 1.03% +18,745 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: not reported; 2025Q1: 1,333,397 shares; 2025Q2: 1,526,881 shares; 2025Q3: 1,593,825 shares; 2025Q4: 1,742,820 shares; 2026Q1: 1,826,108 shares 1,826,108 $56.2M 1.02% +83,288 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: 13,791 shares; 2024Q4: 26,308 shares; 2025Q1: 92,226 shares; 2025Q2: 1,093,942 shares; 2025Q3: 1,104,918 shares; 2025Q4: 1,203,656 shares; 2026Q1: 1,324,519 shares 1,324,519 $53.2M 0.97% +120,863 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: 60,089 shares; 2024Q4: 60,572 shares; 2025Q1: 62,112 shares; 2025Q2: 65,543 shares; 2025Q3: 66,330 shares; 2025Q4: 68,359 shares; 2026Q1: 91,796 shares 91,796 $53M 0.96% +23,437 Timeline VSMV 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: 321,949 shares; 2024Q4: 337,300 shares; 2025Q1: 332,569 shares; 2025Q2: 436,548 shares; 2025Q3: 589,771 shares; 2025Q4: 864,751 shares; 2026Q1: 903,610 shares 903,610 $51.1M 0.93% +38,859 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: 186,324 shares; 2024Q4: 199,456 shares; 2025Q1: 209,059 shares; 2025Q2: 205,967 shares; 2025Q3: 211,165 shares; 2025Q4: 399,276 shares; 2026Q1: 343,675 shares 343,675 $49.8M 0.91% -55,601 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: 197,562 shares; 2024Q4: 207,805 shares; 2025Q1: 177,099 shares; 2025Q2: 174,538 shares; 2025Q3: 172,645 shares; 2025Q4: 165,761 shares; 2026Q1: 167,203 shares 167,203 $48M 0.87% +1,442 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: 38,559 shares; 2024Q4: 49,041 shares; 2025Q1: 50,343 shares; 2025Q2: 47,714 shares; 2025Q3: 50,305 shares; 2025Q4: 45,891 shares; 2026Q1: 72,415 shares 72,415 $47.1M 0.86% +26,524 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: 144,764 shares; 2024Q4: 159,475 shares; 2025Q1: 656,939 shares; 2025Q2: 540,013 shares; 2025Q3: 530,402 shares; 2025Q4: 566,163 shares; 2026Q1: 550,429 shares 550,429 $46.5M 0.85% -15,734 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: 363,836 shares; 2024Q4: 388,560 shares; 2025Q1: 1,037,615 shares; 2025Q2: 1,081,362 shares; 2025Q3: 1,144,840 shares; 2025Q4: 867,794 shares; 2026Q1: 824,123 shares 824,123 $44.9M 0.82% -43,671 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: 1,247,843 shares; 2024Q4: 1,312,661 shares; 2025Q1: 638,790 shares; 2025Q2: 638,392 shares; 2025Q3: 655,367 shares; 2025Q4: 682,016 shares; 2026Q1: 737,838 shares 737,838 $43.7M 0.79% +55,822 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: 380,144 shares; 2025Q2: 595,164 shares; 2025Q3: 785,284 shares; 2025Q4: 1,187,582 shares; 2026Q1: 1,214,069 shares 1,214,069 $43.2M 0.79% +26,487 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: 501,546 shares; 2024Q4: 650,188 shares; 2025Q1: 605,516 shares; 2025Q2: 602,991 shares; 2025Q3: 818,438 shares; 2025Q4: 802,376 shares; 2026Q1: 817,279 shares 817,279 $41.2M 0.75% +14,903 Timeline AVIG 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: 108,845 shares; 2024Q4: 119,531 shares; 2025Q1: 123,834 shares; 2025Q2: 110,272 shares; 2025Q3: 122,125 shares; 2025Q4: 906,426 shares; 2026Q1: 972,985 shares 972,985 $40.4M 0.73% +66,559 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905,293 shares; 2024Q4: 983,249 shares; 2025Q1: 1,063,973 shares; 2025Q2: 947,101 shares; 2025Q3: 1,231,999 shares; 2025Q4: 1,250,925 shares; 2026Q1: 1,484,020 shares 1,484,020 $40.3M 0.73% +233,095 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: 228,651 shares; 2024Q4: 243,035 shares; 2025Q1: 289,695 shares; 2025Q2: 309,567 shares; 2025Q3: 330,509 shares; 2025Q4: 333,328 shares; 2026Q1: 398,159 shares 398,159 $39M 0.71% +64,831 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949,848 shares; 2024Q4: 2,099,644 shares; 2025Q1: 2,349,674 shares; 2025Q2: 2,316,948 shares; 2025Q3: 2,562,716 shares; 2025Q4: 1,413,637 shares; 2026Q1: 1,501,875 shares 1,501,875 $38.5M 0.7% +88,238 Timeline JMEE 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: 690,688 shares; 2025Q2: 845,752 shares; 2025Q3: 854,787 shares; 2025Q4: 538,219 shares; 2026Q1: 555,081 shares 555,081 $37.1M 0.67% +16,862 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: 156,318 shares; 2024Q4: 151,942 shares; 2025Q1: 152,957 shares; 2025Q2: 127,940 shares; 2025Q3: 125,748 shares; 2025Q4: 126,806 shares; 2026Q1: 125,916 shares 125,916 $36.2M 0.66% -890 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: 515,094 shares; 2024Q4: 580,638 shares; 2025Q1: 514,857 shares; 2025Q2: 545,177 shares; 2025Q3: 555,751 shares; 2025Q4: 568,762 shares; 2026Q1: 621,528 shares 621,528 $35.2M 0.64% +52,766 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,504 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343,728 shares 343,728 $32.9M 0.6% new 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: 177,771 shares; 2024Q4: 366,662 shares; 2025Q1: 424,148 shares; 2025Q2: 488,640 shares; 2025Q3: 504,133 shares; 2025Q4: 526,978 shares; 2026Q1: 587,747 shares 587,747 $32.6M 0.59% +60,769 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: 307,569 shares; 2024Q4: 313,109 shares; 2025Q1: 345,716 shares; 2025Q2: 301,681 shares; 2025Q3: 305,151 shares; 2025Q4: 313,861 shares; 2026Q1: 321,837 shares 321,837 $31.9M 0.58% +7,976 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,323 shares; 2024Q4: 233,384 shares; 2025Q1: 710,517 shares; 2025Q2: 967,375 shares; 2025Q3: 1,008,126 shares; 2025Q4: 1,110,269 shares; 2026Q1: 1,138,243 shares 1,138,243 $31.7M 0.58% +27,974 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,408 shares; 2024Q4: 77,817 shares; 2025Q1: 387,992 shares; 2025Q2: 348,637 shares; 2025Q3: 343,484 shares; 2025Q4: 159,160 shares; 2026Q1: 160,647 shares 160,647 $31.7M 0.58% +1,487 Timeline USMF 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: 464,309 shares; 2024Q4: 458,373 shares; 2025Q1: 490,480 shares; 2025Q2: 531,185 shares; 2025Q3: 562,690 shares; 2025Q4: 590,319 shares; 2026Q1: 637,718 shares 637,718 $31.5M 0.57% +47,399 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: 791,952 shares; 2024Q4: 825,398 shares; 2025Q1: 870,817 shares; 2025Q2: 899,660 shares; 2025Q3: 950,227 shares; 2025Q4: 1,001,701 shares; 2026Q1: 1,090,639 shares 1,090,639 $31.3M 0.57% +88,938 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: 84,892 shares; 2024Q4: 84,884 shares; 2025Q1: 87,773 shares; 2025Q2: 89,325 shares; 2025Q3: 89,820 shares; 2025Q4: 101,119 shares; 2026Q1: 100,584 shares 100,584 $31.1M 0.57% -535 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: 402,742 shares; 2024Q4: 219,415 shares; 2025Q1: 257,727 shares; 2025Q2: 527,287 shares; 2025Q3: 485,260 shares; 2025Q4: 485,760 shares; 2026Q1: 492,878 shares 492,878 $30.8M 0.56% +7,118 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: 258,670 shares; 2024Q4: 851,307 shares; 2025Q1: 907,271 shares; 2025Q2: 889,213 shares; 2025Q3: 949,265 shares; 2025Q4: 957,238 shares; 2026Q1: 997,742 shares 997,742 $30.6M 0.56% +40,504 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: 147,061 shares; 2024Q4: 148,189 shares; 2025Q1: 121,968 shares; 2025Q2: 101,172 shares; 2025Q3: 103,074 shares; 2025Q4: 98,177 shares; 2026Q1: 101,729 shares 101,729 $29.9M 0.54% +3,552 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: 166,676 shares; 2024Q4: 179,701 shares; 2025Q1: 169,206 shares; 2025Q2: 179,321 shares; 2025Q3: 172,682 shares; 2025Q4: 208,880 shares; 2026Q1: 208,943 shares 208,943 $29.8M 0.54% +63 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: 41,074 shares; 2024Q4: 45,746 shares; 2025Q1: 56,559 shares; 2025Q2: 48,486 shares; 2025Q3: 48,789 shares; 2025Q4: 54,355 shares; 2026Q1: 51,891 shares 51,891 $29.7M 0.54% -2,464 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,912 shares; 2024Q4: 69,267 shares; 2025Q1: 70,602 shares; 2025Q2: 65,134 shares; 2025Q3: 67,420 shares; 2025Q4: 67,117 shares; 2026Q1: 67,226 shares 67,226 $29.4M 0.53% +109 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: 472,375 shares; 2024Q4: 505,165 shares; 2025Q1: 519,936 shares; 2025Q2: 514,568 shares; 2025Q3: 524,383 shares; 2025Q4: 535,835 shares; 2026Q1: 567,871 shares 567,871 $28.9M 0.52% +32,036 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521,259 shares; 2026Q1: 549,407 shares 549,407 $27.7M 0.5% +28,148 Timeline QEFA 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: 524,609 shares; 2024Q4: 601,430 shares; 2025Q1: 409,231 shares; 2025Q2: 252,383 shares; 2025Q3: 263,168 shares; 2025Q4: 264,176 shares; 2026Q1: 289,229 shares 289,229 $27M 0.49% +25,053 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: 43,422 shares; 2024Q4: 59,877 shares; 2025Q1: 260,529 shares; 2025Q2: 400,065 shares; 2025Q3: 468,316 shares; 2025Q4: 496,245 shares; 2026Q1: 632,843 shares 632,843 $26.9M 0.49% +136,598 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: 94,392 shares; 2024Q4: 87,956 shares; 2025Q1: 89,802 shares; 2025Q2: 98,184 shares; 2025Q3: 93,743 shares; 2025Q4: 85,534 shares; 2026Q1: 83,648 shares 83,648 $26.8M 0.49% -1,886 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: 31,841 shares; 2024Q4: 42,676 shares; 2025Q1: 42,723 shares; 2025Q2: 526,970 shares; 2025Q3: 520,296 shares; 2025Q4: 463,306 shares; 2026Q1: 379,717 shares 379,717 $25.9M 0.47% -83,589 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: 143,303 shares; 2024Q4: 146,248 shares; 2025Q1: 150,127 shares; 2025Q2: 142,784 shares; 2025Q3: 132,748 shares; 2025Q4: 130,047 shares; 2026Q1: 130,746 shares 130,746 $25.7M 0.47% +699 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647,847 shares; 2024Q4: 703,261 shares; 2025Q1: 674,175 shares; 2025Q2: 708,050 shares; 2025Q3: 721,103 shares; 2025Q4: 724,398 shares; 2026Q1: 626,514 shares 626,514 $25.4M 0.46% -97,884 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: 49,628 shares; 2024Q4: 53,434 shares; 2025Q1: 65,265 shares; 2025Q2: 38,268 shares; 2025Q3: 41,406 shares; 2025Q4: 45,446 shares; 2026Q1: 65,128 shares 65,128 $25M 0.45% +19,682 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 6,956 shares; 2025Q1: 8,605 shares; 2025Q2: 433,047 shares; 2025Q3: 457,909 shares; 2025Q4: 472,655 shares; 2026Q1: 482,179 shares 482,179 $23.6M 0.43% +9,524 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,101 shares; 2024Q4: 88,277 shares; 2025Q1: 332,069 shares; 2025Q2: 413,329 shares; 2025Q3: 448,864 shares; 2025Q4: 464,532 shares; 2026Q1: 476,824 shares 476,824 $22.9M 0.42% +12,292 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: 59,264 shares; 2024Q4: 45,729 shares; 2025Q1: 36,132 shares; 2025Q2: 36,619 shares; 2025Q3: 38,252 shares; 2025Q4: 40,587 shares; 2026Q1: 37,876 shares 37,876 $22.6M 0.41% -2,711 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536,599 shares; 2025Q4: 596,680 shares; 2026Q1: 496,311 shares 496,311 $22.4M 0.41% -100,369 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414,729 shares; 2025Q3: 557,258 shares; 2025Q4: 473,091 shares; 2026Q1: 492,776 shares 492,776 $22.3M 0.4% +19,685 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,094 shares; 2025Q3: 21,323 shares; 2025Q4: 454,774 shares; 2026Q1: 482,437 shares 482,437 $22.2M 0.4% +27,663 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 29,256 shares; 2025Q4: 329,905 shares; 2026Q1: 344,709 shares 344,709 $22.1M 0.4% +14,804 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: 31,379 shares; 2024Q4: 32,755 shares; 2025Q1: 30,645 shares; 2025Q2: 30,126 shares; 2025Q3: 30,191 shares; 2025Q4: 31,449 shares; 2026Q1: 32,875 shares 32,875 $21.5M 0.39% +1,426 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: 217,229 shares; 2024Q4: 221,031 shares; 2025Q1: 173,389 shares; 2025Q2: 164,696 shares; 2025Q3: 176,251 shares; 2025Q4: 166,310 shares; 2026Q1: 172,201 shares 172,201 $21.4M 0.39% +5,891 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: 56,330 shares; 2024Q4: 104,301 shares; 2025Q1: 141,001 shares; 2025Q2: 308,698 shares; 2025Q3: 310,706 shares; 2025Q4: 93,446 shares; 2026Q1: 355,888 shares 355,888 $20.2M 0.37% +262,442 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: 12,600 shares; 2024Q4: 14,894 shares; 2025Q1: 16,816 shares; 2025Q2: 17,010 shares; 2025Q3: 27,399 shares; 2025Q4: 29,231 shares; 2026Q1: 179,182 shares 179,182 $19.8M 0.36% +149,951 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,830 shares; 2024Q4: 28,927 shares; 2025Q1: 46,184 shares; 2025Q2: 60,391 shares; 2025Q3: 67,814 shares; 2025Q4: 65,252 shares; 2026Q1: 248,618 shares 248,618 $19.7M 0.36% +183,366 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: 23,094 shares; 2024Q4: 24,756 shares; 2025Q1: 23,366 shares; 2025Q2: 17,937 shares; 2025Q3: 19,617 shares; 2025Q4: 19,012 shares; 2026Q1: 21,251 shares 21,251 $19.5M 0.36% +2,239 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,893 shares; 2025Q1: 274,644 shares; 2025Q2: 344,272 shares; 2025Q3: 395,618 shares; 2025Q4: 496,331 shares; 2026Q1: 562,939 shares 562,939 $19.4M 0.35% +66,608 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,709 shares; 2024Q4: 126,600 shares; 2025Q1: 154,729 shares; 2025Q2: 247,121 shares; 2025Q3: 289,752 shares; 2025Q4: 338,711 shares; 2026Q1: 380,989 shares 380,989 $18.6M 0.34% +42,278 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: 62,342 shares; 2024Q4: 69,197 shares; 2025Q1: 95,672 shares; 2025Q2: 60,645 shares; 2025Q3: 59,207 shares; 2025Q4: 63,309 shares; 2026Q1: 63,849 shares 63,849 $18.3M 0.33% +540 Timeline DGS 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: 230,290 shares; 2024Q4: 246,357 shares; 2025Q1: 257,389 shares; 2025Q2: 279,920 shares; 2025Q3: 285,326 shares; 2025Q4: 289,854 shares; 2026Q1: 304,500 shares 304,500 $18.3M 0.33% +14,646 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: 69,208 shares; 2024Q4: 67,382 shares; 2025Q1: 72,085 shares; 2025Q2: 71,391 shares; 2025Q3: 70,841 shares; 2025Q4: 72,085 shares; 2026Q1: 69,566 shares 69,566 $18.2M 0.33% -2,519 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,122 shares; 2024Q4: 290,679 shares; 2025Q1: 285,614 shares; 2025Q2: 107,866 shares; 2025Q3: 100,876 shares; 2025Q4: 126,376 shares; 2026Q1: 171,240 shares 171,240 $18.2M 0.33% +44,864 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 55,386 shares; 2025Q1: 187,544 shares; 2025Q2: 213,589 shares; 2025Q3: 221,579 shares; 2025Q4: 225,815 shares; 2026Q1: 231,754 shares 231,754 $17.9M 0.33% +5,939 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: 46,018 shares; 2024Q4: 47,646 shares; 2025Q1: 47,231 shares; 2025Q2: 35,611 shares; 2025Q3: 35,228 shares; 2025Q4: 35,429 shares; 2026Q1: 37,256 shares 37,256 $17.9M 0.32% +1,827 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: 39,405 shares; 2024Q4: 36,205 shares; 2025Q1: 38,915 shares; 2025Q2: 37,889 shares; 2025Q3: 38,914 shares; 2025Q4: 37,072 shares; 2026Q1: 47,329 shares 47,329 $17.6M 0.32% +10,257 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: 52,932 shares; 2024Q4: 56,115 shares; 2025Q1: 57,286 shares; 2025Q2: 84,184 shares; 2025Q3: 83,260 shares; 2025Q4: 166,511 shares; 2026Q1: 130,977 shares 130,977 $17.4M 0.32% -35,534 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: 631,929 shares; 2024Q4: 531,916 shares; 2025Q1: 641,319 shares; 2025Q2: 352,118 shares; 2025Q3: 361,538 shares; 2025Q4: 480,036 shares; 2026Q1: 513,571 shares 513,571 $17.3M 0.32% +33,535 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: 82,876 shares; 2024Q4: 84,130 shares; 2025Q1: 82,127 shares; 2025Q2: 78,581 shares; 2025Q3: 74,772 shares; 2025Q4: 71,310 shares; 2026Q1: 78,399 shares 78,399 $17.1M 0.31% +7,089 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 969,379 shares 969,379 $17M 0.31% new 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: 45,595 shares; 2024Q4: 40,475 shares; 2025Q1: 40,763 shares; 2025Q2: 37,842 shares; 2025Q3: 38,021 shares; 2025Q4: 38,082 shares; 2026Q1: 39,717 shares 39,717 $16.9M 0.31% +1,635 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: 133,114 shares; 2024Q4: 174,202 shares; 2025Q1: 174,573 shares; 2025Q2: 165,291 shares; 2025Q3: 162,589 shares; 2025Q4: 173,993 shares; 2026Q1: 181,746 shares 181,746 $16.7M 0.3% +7,753 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: 8,621 shares; 2024Q4: 10,124 shares; 2025Q1: 9,912 shares; 2025Q2: 37,264 shares; 2025Q3: 29,606 shares; 2025Q4: 30,782 shares; 2026Q1: 48,808 shares 48,808 $16.5M 0.3% +18,026 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: 132,291 shares; 2024Q4: 90,175 shares; 2025Q1: 69,435 shares; 2025Q2: 66,617 shares; 2025Q3: 68,854 shares; 2025Q4: 69,852 shares; 2026Q1: 67,297 shares 67,297 $16.5M 0.3% -2,555 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: 64,937 shares; 2024Q4: 66,135 shares; 2025Q1: 82,200 shares; 2025Q2: 84,002 shares; 2025Q3: 83,304 shares; 2025Q4: 83,105 shares; 2026Q1: 76,303 shares 76,303 $16.4M 0.3% -6,802 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: 75,529 shares; 2024Q4: 76,728 shares; 2025Q1: 70,278 shares; 2025Q2: 50,873 shares; 2025Q3: 55,862 shares; 2025Q4: 51,695 shares; 2026Q1: 52,224 shares 52,224 $15.8M 0.29% +529 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: 61,127 shares; 2024Q4: 62,311 shares; 2025Q1: 48,786 shares; 2025Q2: 44,341 shares; 2025Q3: 43,989 shares; 2025Q4: 42,320 shares; 2026Q1: 48,686 shares 48,686 $15.1M 0.27% +6,366 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: 8,354 shares; 2024Q4: 8,497 shares; 2025Q1: 11,576 shares; 2025Q2: 11,953 shares; 2025Q3: 14,192 shares; 2025Q4: 139,470 shares; 2026Q1: 156,459 shares 156,459 $15M 0.27% +16,989 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: 39,104 shares; 2024Q4: 35,131 shares; 2025Q1: 34,998 shares; 2025Q2: 29,543 shares; 2025Q3: 31,857 shares; 2025Q4: 33,949 shares; 2026Q1: 32,217 shares 32,217 $13.9M 0.25% -1,732 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 31,516 shares; 2025Q1: 33,163 shares; 2025Q2: 87,667 shares; 2025Q3: 84,526 shares; 2025Q4: 127,507 shares; 2026Q1: 176,606 shares 176,606 $13.8M 0.25% +49,099 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: 177,550 shares; 2024Q4: 207,705 shares; 2025Q1: 232,723 shares; 2025Q2: 236,857 shares; 2025Q3: 256,413 shares; 2025Q4: 262,486 shares; 2026Q1: 303,236 shares 303,236 $13.8M 0.25% +40,750 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 38,896 shares; 2025Q1: 148,945 shares; 2025Q2: 270,280 shares; 2025Q3: 292,115 shares; 2025Q4: 210,328 shares; 2026Q1: 213,073 shares 213,073 $13.6M 0.25% +2,745 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: 71,458 shares; 2024Q4: 69,927 shares; 2025Q1: 66,711 shares; 2025Q2: 45,762 shares; 2025Q3: 47,035 shares; 2025Q4: 47,499 shares; 2026Q1: 59,661 shares 59,661 $13.5M 0.25% +12,162 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: 162,292 shares; 2024Q4: 165,542 shares; 2025Q1: 198,303 shares; 2025Q2: 208,315 shares; 2025Q3: 181,894 shares; 2025Q4: 182,150 shares; 2026Q1: 151,687 shares 151,687 $13.3M 0.24% -30,463 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: 142,579 shares; 2024Q4: 153,285 shares; 2025Q1: 146,717 shares; 2025Q2: 138,942 shares; 2025Q3: 136,715 shares; 2025Q4: 123,682 shares; 2026Q1: 143,233 shares 143,233 $13.3M 0.24% +19,551 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,213 shares; 2025Q2: 74,533 shares; 2025Q3: 85,395 shares; 2025Q4: 92,591 shares; 2026Q1: 112,854 shares 112,854 $13.2M 0.24% +20,263 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: 16,530 shares; 2024Q4: 16,592 shares; 2025Q1: 17,314 shares; 2025Q2: 12,397 shares; 2025Q3: 13,076 shares; 2025Q4: 13,020 shares; 2026Q1: 13,086 shares 13,086 $13M 0.24% +66 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: 65,895 shares; 2024Q4: 108,253 shares; 2025Q1: 95,793 shares; 2025Q2: 65,798 shares; 2025Q3: 60,828 shares; 2025Q4: 54,687 shares; 2026Q1: 62,172 shares 62,172 $12.9M 0.23% +7,485 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: 38,999 shares; 2024Q4: 38,889 shares; 2025Q1: 36,292 shares; 2025Q2: 36,639 shares; 2025Q3: 40,097 shares; 2025Q4: 37,994 shares; 2026Q1: 38,743 shares 38,743 $12.7M 0.23% +749 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,960 shares; 2024Q4: 409,581 shares; 2025Q1: 475,919 shares; 2025Q2: 229,429 shares; 2025Q3: 202,501 shares; 2025Q4: 212,930 shares; 2026Q1: 247,802 shares 247,802 $12.6M 0.23% +34,872 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: 58,811 shares; 2024Q4: 60,792 shares; 2025Q1: 74,570 shares; 2025Q2: 154,199 shares; 2025Q3: 162,073 shares; 2025Q4: 132,182 shares; 2026Q1: 131,050 shares 131,050 $12.5M 0.23% -1,132 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: 829,133 shares; 2024Q4: 988,042 shares; 2025Q1: 1,305,608 shares; 2025Q2: 553,255 shares; 2025Q3: 518,488 shares; 2025Q4: 235,616 shares; 2026Q1: 247,091 shares 247,091 $12.5M 0.23% +11,475 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: 138,333 shares; 2024Q4: 159,271 shares; 2025Q1: 161,387 shares; 2025Q2: 176,416 shares; 2025Q3: 145,457 shares; 2025Q4: 114,493 shares; 2026Q1: 184,733 shares 184,733 $12.5M 0.23% +70,240 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114,258 shares; 2024Q4: 937,439 shares; 2025Q1: 958,702 shares; 2025Q2: 899,236 shares; 2025Q3: 896,174 shares; 2025Q4: 290,006 shares; 2026Q1: 308,496 shares 308,496 $12M 0.22% +18,490 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,627 shares; 2024Q4: 220,153 shares; 2025Q1: 239,774 shares; 2025Q2: 246,598 shares; 2025Q3: 260,152 shares; 2025Q4: 302,052 shares; 2026Q1: 320,820 shares 320,820 $11.4M 0.21% +18,768 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,417 shares; 2025Q4: 247,577 shares; 2026Q1: 241,807 shares 241,807 $11.4M 0.21% -5,770 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: 78,834 shares; 2024Q4: 80,598 shares; 2025Q1: 63,076 shares; 2025Q2: 66,662 shares; 2025Q3: 68,322 shares; 2025Q4: 66,564 shares; 2026Q1: 77,313 shares 77,313 $11.2M 0.2% +10,749 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 355,650 shares; 2026Q1: 371,336 shares 371,336 $10.9M 0.2% +15,686 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: 97,166 shares; 2024Q4: 123,791 shares; 2025Q1: 130,724 shares; 2025Q2: 128,222 shares; 2025Q3: 96,293 shares; 2025Q4: 95,398 shares; 2026Q1: 95,459 shares 95,459 $10.8M 0.2% +61 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 28,759 shares; 2025Q1: 40,128 shares; 2025Q2: 42,974 shares; 2025Q3: 44,165 shares; 2025Q4: 42,600 shares; 2026Q1: 42,451 shares 42,451 $10.6M 0.19% -149 Timeline JSML 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: 134,083 shares; 2024Q4: 133,843 shares; 2025Q1: 146,326 shares; 2025Q2: 141,419 shares; 2025Q3: 144,603 shares; 2025Q4: 144,269 shares; 2026Q1: 149,940 shares 149,940 $10.5M 0.19% +5,671 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,816 shares; 2024Q4: 432,428 shares; 2025Q1: 421,684 shares; 2025Q2: 412,212 shares; 2025Q3: 433,488 shares; 2025Q4: 422,597 shares; 2026Q1: 434,550 shares 434,550 $10.5M 0.19% +11,953 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: 152,730 shares; 2024Q4: 173,922 shares; 2025Q1: 190,647 shares; 2025Q2: 192,507 shares; 2025Q3: 202,125 shares; 2025Q4: 206,937 shares; 2026Q1: 217,412 shares 217,412 $10.2M 0.19% +10,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,837 shares; 2025Q3: 167,697 shares; 2025Q4: 168,549 shares; 2026Q1: 172,221 shares 172,221 $10M 0.18% +3,672 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,479 shares; 2024Q4: 707,094 shares; 2025Q1: 669,003 shares; 2025Q2: 415,324 shares; 2025Q3: 404,265 shares; 2025Q4: 400,609 shares; 2026Q1: 394,974 shares 394,974 $9.91M 0.18% -5,635 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: 151,772 shares; 2024Q4: 147,236 shares; 2025Q1: 147,347 shares; 2025Q2: 145,347 shares; 2025Q3: 145,302 shares; 2025Q4: 145,821 shares; 2026Q1: 147,632 shares 147,632 $9.74M 0.18% +1,811 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: 229,427 shares; 2024Q4: 235,566 shares; 2025Q1: 238,879 shares; 2025Q2: 134,411 shares; 2025Q3: 143,650 shares; 2025Q4: 140,654 shares; 2026Q1: 151,770 shares 151,770 $9.73M 0.18% +11,116 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,553 shares; 2025Q3: 72,529 shares; 2025Q4: 80,191 shares; 2026Q1: 90,370 shares 90,370 $9.7M 0.18% +10,179 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,899 shares; 2024Q4: 427,184 shares; 2025Q1: 417,258 shares; 2025Q2: 389,148 shares; 2025Q3: 375,459 shares; 2025Q4: 387,890 shares; 2026Q1: 391,473 shares 391,473 $9.69M 0.18% +3,583 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,765 shares; 2024Q4: 180,329 shares; 2025Q1: 181,364 shares; 2025Q2: 178,208 shares; 2025Q3: 182,030 shares; 2025Q4: 184,997 shares; 2026Q1: 176,949 shares 176,949 $9.67M 0.18% -8,048 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: 24,902 shares; 2024Q4: 25,102 shares; 2025Q1: 27,475 shares; 2025Q2: 31,256 shares; 2025Q3: 42,702 shares; 2025Q4: 42,709 shares; 2026Q1: 92,068 shares 92,068 $9.45M 0.17% +49,359 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: 75,481 shares; 2025Q1: 83,320 shares; 2025Q2: 84,124 shares; 2025Q3: 72,889 shares; 2025Q4: 73,213 shares; 2026Q1: 76,600 shares 76,600 $9.4M 0.17% +3,387 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: 192,474 shares; 2024Q4: 203,216 shares; 2025Q1: 200,474 shares; 2025Q2: 198,493 shares; 2025Q3: 205,212 shares; 2025Q4: 212,935 shares; 2026Q1: 220,549 shares 220,549 $9.37M 0.17% +7,614 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 131,819 shares; 2025Q1: 499,337 shares; 2025Q2: 352,319 shares; 2025Q3: 358,665 shares; 2025Q4: 274,683 shares; 2026Q1: 283,295 shares 283,295 $9.19M 0.17% +8,612 Timeline JMUB 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: 154,291 shares; 2024Q4: 132,570 shares; 2025Q1: 171,006 shares; 2025Q2: 129,788 shares; 2025Q3: 129,164 shares; 2025Q4: 138,397 shares; 2026Q1: 181,672 shares 181,672 $9.08M 0.17% +43,275 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,946 shares; 2026Q1: 234,700 shares 234,700 $8.92M 0.16% +22,754 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: 75,936 shares; 2024Q4: 76,228 shares; 2025Q1: 75,397 shares; 2025Q2: 74,592 shares; 2025Q3: 80,389 shares; 2025Q4: 83,516 shares; 2026Q1: 91,451 shares 91,451 $8.88M 0.16% +7,935 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: 142,170 shares; 2024Q4: 112,155 shares; 2025Q1: 107,266 shares; 2025Q2: 102,652 shares; 2025Q3: 102,948 shares; 2025Q4: 95,340 shares; 2026Q1: 95,606 shares 95,606 $8.87M 0.16% +266 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,006 shares; 2024Q4: 43,534 shares; 2025Q1: 43,886 shares; 2025Q2: 41,606 shares; 2025Q3: 41,262 shares; 2025Q4: 41,564 shares; 2026Q1: 41,965 shares 41,965 $8.86M 0.16% +401 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,376 shares; 2024Q4: 114,898 shares; 2025Q1: 110,018 shares; 2025Q2: 102,218 shares; 2025Q3: 96,115 shares; 2025Q4: 87,474 shares; 2026Q1: 79,111 shares 79,111 $8.68M 0.16% -8,363 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: 20,182 shares; 2024Q4: 28,530 shares; 2025Q1: 42,544 shares; 2025Q2: 63,758 shares; 2025Q3: 84,131 shares; 2025Q4: 89,576 shares; 2026Q1: 103,493 shares 103,493 $8.65M 0.16% +13,917 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: 87,242 shares; 2024Q4: 47,398 shares; 2025Q1: 36,460 shares; 2025Q2: 37,534 shares; 2025Q3: 40,393 shares; 2025Q4: 47,198 shares; 2026Q1: 58,752 shares 58,752 $8.59M 0.16% +11,554 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,950 shares; 2025Q3: 128,794 shares; 2025Q4: 108,777 shares; 2026Q1: 112,983 shares 112,983 $8.59M 0.16% +4,206 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,431 shares; 2024Q4: 158,671 shares; 2025Q1: 161,842 shares; 2025Q2: 159,457 shares; 2025Q3: 169,465 shares; 2025Q4: 184,141 shares; 2026Q1: 191,354 shares 191,354 $8.58M 0.16% +7,213 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: 82,077 shares; 2024Q4: 83,589 shares; 2025Q1: 54,759 shares; 2025Q2: 58,591 shares; 2025Q3: 56,516 shares; 2025Q4: 53,529 shares; 2026Q1: 50,183 shares 50,183 $8.51M 0.15% -3,346 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: 13,223 shares; 2024Q4: 23,231 shares; 2025Q1: 28,893 shares; 2025Q2: 25,561 shares; 2025Q3: 19,066 shares; 2025Q4: 202,755 shares; 2026Q1: 211,777 shares 211,777 $8.35M 0.15% +9,022 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: 81,689 shares; 2024Q4: 83,467 shares; 2025Q1: 81,742 shares; 2025Q2: 78,418 shares; 2025Q3: 81,216 shares; 2025Q4: 89,668 shares; 2026Q1: 91,609 shares 91,609 $8.29M 0.15% +1,941 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,290 shares; 2024Q4: 154,715 shares; 2025Q1: 149,378 shares; 2025Q2: 114,272 shares; 2025Q3: 120,962 shares; 2025Q4: 158,301 shares; 2026Q1: 162,452 shares 162,452 $8.1M 0.15% +4,151 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: 67,135 shares; 2024Q4: 66,404 shares; 2025Q1: 66,297 shares; 2025Q2: 80,273 shares; 2025Q3: 88,800 shares; 2025Q4: 100,778 shares; 2026Q1: 91,620 shares 91,620 $8.08M 0.15% -9,158 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,764 shares; 2025Q1: 5,763 shares; 2025Q2: 5,707 shares; 2025Q3: 5,926 shares; 2025Q4: 8,837 shares; 2026Q1: 9,094 shares 9,094 $7.94M 0.14% +257 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,109 shares; 2024Q4: 125,346 shares; 2025Q1: 134,132 shares; 2025Q2: 128,997 shares; 2025Q3: 131,096 shares; 2025Q4: 136,373 shares; 2026Q1: 147,510 shares 147,510 $7.93M 0.14% +11,137 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: 13,545 shares; 2024Q4: 12,823 shares; 2025Q1: 12,746 shares; 2025Q2: 11,383 shares; 2025Q3: 12,044 shares; 2025Q4: 12,325 shares; 2026Q1: 30,408 shares 30,408 $7.54M 0.14% +18,083 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,538 shares; 2024Q4: 64,996 shares; 2025Q1: 63,435 shares; 2025Q2: 62,763 shares; 2025Q3: 62,753 shares; 2025Q4: 61,737 shares; 2026Q1: 61,636 shares 61,636 $7.51M 0.14% -101 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190,136 shares; 2025Q3: 188,220 shares; 2025Q4: 183,649 shares; 2026Q1: 226,935 shares 226,935 $7.5M 0.14% +43,286 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: 259,027 shares; 2024Q4: 239,373 shares; 2025Q1: 259,052 shares; 2025Q2: 144,998 shares; 2025Q3: 140,991 shares; 2025Q4: 149,066 shares; 2026Q1: 152,839 shares 152,839 $7.45M 0.14% +3,773 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,961 shares 148,961 $7.4M 0.13% new 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: 58,665 shares; 2024Q4: 93,078 shares; 2025Q1: 157,094 shares; 2025Q2: 194,938 shares; 2025Q3: 209,973 shares; 2025Q4: 218,920 shares; 2026Q1: 190,590 shares 190,590 $7.32M 0.13% -28,330 Timeline STPZ 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: 58,435 shares; 2024Q4: 62,926 shares; 2025Q1: 71,353 shares; 2025Q2: 108,503 shares; 2025Q3: 117,598 shares; 2025Q4: 127,875 shares; 2026Q1: 134,563 shares 134,563 $7.28M 0.13% +6,688 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,291 shares; 2024Q4: 57,214 shares; 2025Q1: 63,504 shares; 2025Q2: 51,595 shares; 2025Q3: 61,521 shares; 2025Q4: 56,077 shares; 2026Q1: 64,420 shares 64,420 $7.11M 0.13% +8,343 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: 12,357 shares; 2024Q4: 12,762 shares; 2025Q1: 12,983 shares; 2025Q2: 11,198 shares; 2025Q3: 10,555 shares; 2025Q4: 11,203 shares; 2026Q1: 20,883 shares 20,883 $7.06M 0.13% +9,680 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: 22,902 shares; 2024Q4: 23,004 shares; 2025Q1: 23,623 shares; 2025Q2: 23,484 shares; 2025Q3: 23,183 shares; 2025Q4: 23,639 shares; 2026Q1: 23,582 shares 23,582 $7.05M 0.13% -57 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: 24,053 shares; 2024Q4: 25,229 shares; 2025Q1: 47,926 shares; 2025Q2: 67,847 shares; 2025Q3: 74,391 shares; 2025Q4: 78,084 shares; 2026Q1: 85,184 shares 85,184 $7.03M 0.13% +7,100 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: 76,711 shares; 2024Q4: 78,160 shares; 2025Q1: 82,237 shares; 2025Q2: 86,724 shares; 2025Q3: 88,715 shares; 2025Q4: 89,884 shares; 2026Q1: 116,437 shares 116,437 $6.96M 0.13% +26,553 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: 34,157 shares; 2024Q4: 32,948 shares; 2025Q1: 45,514 shares; 2025Q2: 39,810 shares; 2025Q3: 38,974 shares; 2025Q4: 26,842 shares; 2026Q1: 25,897 shares 25,897 $6.89M 0.13% -945 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: 7,091 shares; 2024Q4: 8,331 shares; 2025Q1: 11,337 shares; 2025Q2: 11,390 shares; 2025Q3: 12,488 shares; 2025Q4: 13,275 shares; 2026Q1: 17,493 shares 17,493 $6.83M 0.12% +4,218 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 230,107 shares 230,107 $6.76M 0.12% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,036 shares; 2024Q4: 42,387 shares; 2025Q1: 39,051 shares; 2025Q2: 60,375 shares; 2025Q3: 67,637 shares; 2025Q4: 89,550 shares; 2026Q1: 98,495 shares 98,495 $6.73M 0.12% +8,945 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: 508,342 shares; 2024Q4: 457,855 shares; 2025Q1: 437,639 shares; 2025Q2: 342,997 shares; 2025Q3: 335,031 shares; 2025Q4: 321,706 shares; 2026Q1: 285,460 shares 285,460 $6.66M 0.12% -36,246 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: 16,527 shares; 2024Q4: 112,069 shares; 2025Q1: 109,556 shares; 2025Q2: 103,461 shares; 2025Q3: 100,850 shares; 2025Q4: 100,633 shares; 2026Q1: 98,804 shares 98,804 $6.63M 0.12% -1,829 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 30,440 shares; 2025Q1: 34,513 shares; 2025Q2: 32,055 shares; 2025Q3: 31,216 shares; 2025Q4: 31,028 shares; 2026Q1: 30,594 shares 30,594 $6.61M 0.12% -434 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 6,138 shares; 2025Q1: 9,135 shares; 2025Q2: 8,551 shares; 2025Q3: 8,785 shares; 2025Q4: 8,996 shares; 2026Q1: 8,834 shares 8,834 $6.52M 0.12% -162 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: 10,295 shares; 2024Q4: 10,108 shares; 2025Q1: 10,552 shares; 2025Q2: 9,294 shares; 2025Q3: 9,066 shares; 2025Q4: 8,989 shares; 2026Q1: 9,111 shares 9,111 $6.46M 0.12% +122 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: 81,588 shares; 2024Q4: 82,565 shares; 2025Q1: 75,601 shares; 2025Q2: 69,366 shares; 2025Q3: 71,267 shares; 2025Q4: 73,180 shares; 2026Q1: 74,143 shares 74,143 $6.42M 0.12% +963 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,230 shares; 2024Q4: 268,796 shares; 2025Q1: 294,667 shares; 2025Q2: 328,320 shares; 2025Q3: 329,137 shares; 2025Q4: 267,218 shares; 2026Q1: 244,334 shares 244,334 $6.3M 0.11% -22,884 Timeline HGER 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: 183,841 shares; 2025Q3: 183,105 shares; 2025Q4: 184,807 shares; 2026Q1: 200,384 shares 200,384 $6.21M 0.11% +15,577 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,848 shares; 2024Q4: 37,232 shares; 2025Q1: 40,667 shares; 2025Q2: 42,228 shares; 2025Q3: 48,253 shares; 2025Q4: 49,689 shares; 2026Q1: 53,548 shares 53,548 $6M 0.11% +3,859 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: 42,798 shares; 2024Q4: 163,303 shares; 2025Q1: 168,559 shares; 2025Q2: 164,714 shares; 2025Q3: 159,281 shares; 2025Q4: 168,879 shares; 2026Q1: 205,700 shares 205,700 $5.99M 0.11% +36,821 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,947 shares; 2024Q4: 9,716 shares; 2025Q1: 13,639 shares; 2025Q2: 11,384 shares; 2025Q3: 11,013 shares; 2025Q4: 11,093 shares; 2026Q1: 11,014 shares 11,014 $5.96M 0.11% -79 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,535 shares; 2024Q4: 166,531 shares; 2025Q1: 193,975 shares; 2025Q2: 222,190 shares; 2025Q3: 226,123 shares; 2025Q4: 229,833 shares; 2026Q1: 221,612 shares 221,612 $5.92M 0.11% -8,221 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: 13,763 shares; 2024Q4: 16,953 shares; 2025Q1: 14,602 shares; 2025Q2: 16,013 shares; 2025Q3: 15,520 shares; 2025Q4: 16,001 shares; 2026Q1: 16,444 shares 16,444 $5.86M 0.11% +443 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,258 shares 187,258 $5.76M 0.1% new 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: 105,487 shares; 2024Q4: 109,915 shares; 2025Q1: 89,008 shares; 2025Q2: 39,695 shares; 2025Q3: 34,378 shares; 2025Q4: 35,227 shares; 2026Q1: 37,097 shares 37,097 $5.76M 0.1% +1,870 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: 31,456 shares; 2024Q4: 21,479 shares; 2025Q1: 21,229 shares; 2025Q2: 25,973 shares; 2025Q3: 32,427 shares; 2025Q4: 31,425 shares; 2026Q1: 34,475 shares 34,475 $5.71M 0.1% +3,050 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,556 shares; 2025Q3: 92,043 shares; 2025Q4: 104,034 shares; 2026Q1: 111,644 shares 111,644 $5.66M 0.1% +7,610 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,104 shares; 2024Q4: 248,684 shares; 2025Q1: 247,335 shares; 2025Q2: 245,669 shares; 2025Q3: 243,902 shares; 2025Q4: 243,784 shares; 2026Q1: 228,424 shares 228,424 $5.57M 0.1% -15,360 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: 102,663 shares; 2024Q4: 108,775 shares; 2025Q1: 104,124 shares; 2025Q2: 98,964 shares; 2025Q3: 47,017 shares; 2025Q4: 45,189 shares; 2026Q1: 45,768 shares 45,768 $5.51M 0.1% +579 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: 88,795 shares; 2024Q4: 88,019 shares; 2025Q1: 89,895 shares; 2025Q2: 90,310 shares; 2025Q3: 97,109 shares; 2025Q4: 95,223 shares; 2026Q1: 101,765 shares 101,765 $5.5M 0.1% +6,542 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: 95,793 shares; 2025Q1: 99,744 shares; 2025Q2: 105,577 shares; 2025Q3: 115,692 shares; 2025Q4: 169,135 shares; 2026Q1: 67,983 shares 67,983 $5.43M 0.1% -101,152 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: 49,972 shares; 2024Q4: 50,617 shares; 2025Q1: 54,031 shares; 2025Q2: 51,070 shares; 2025Q3: 49,460 shares; 2025Q4: 52,103 shares; 2026Q1: 71,180 shares 71,180 $5.41M 0.1% +19,077 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: 23,423 shares; 2024Q4: 23,024 shares; 2025Q1: 26,345 shares; 2025Q2: 30,573 shares; 2025Q3: 28,823 shares; 2025Q4: 29,034 shares; 2026Q1: 34,806 shares 34,806 $5.4M 0.1% +5,772 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,957 shares; 2024Q4: 333,303 shares; 2025Q1: 299,487 shares; 2025Q2: 218,859 shares; 2025Q3: 216,040 shares; 2025Q4: 212,723 shares; 2026Q1: 207,355 shares 207,355 $5.39M 0.1% -5,368 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: 78,805 shares; 2024Q4: 74,266 shares; 2025Q1: 72,920 shares; 2025Q2: 66,307 shares; 2025Q3: 66,833 shares; 2025Q4: 66,005 shares; 2026Q1: 69,415 shares 69,415 $5.39M 0.1% +3,410 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,520 shares; 2024Q4: 307,456 shares; 2025Q1: 306,110 shares; 2025Q2: 129,049 shares; 2025Q3: 142,322 shares; 2025Q4: 181,780 shares; 2026Q1: 205,240 shares 205,240 $5.38M 0.1% +23,460 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: 1,436,433 shares; 2024Q4: 1,588,291 shares; 2025Q1: 1,601,770 shares; 2025Q2: 29,971 shares; 2025Q3: 43,871 shares; 2025Q4: 53,353 shares; 2026Q1: 64,811 shares 64,811 $5.36M 0.1% +11,458 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: 36,713 shares; 2024Q4: 38,919 shares; 2025Q1: 31,984 shares; 2025Q2: 10,862 shares; 2025Q3: 9,404 shares; 2025Q4: 8,914 shares; 2026Q1: 8,857 shares 8,857 $5.35M 0.1% -57 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: 27,522 shares; 2024Q4: 25,341 shares; 2025Q1: 25,618 shares; 2025Q2: 25,999 shares; 2025Q3: 25,137 shares; 2025Q4: 25,202 shares; 2026Q1: 24,793 shares 24,793 $5.3M 0.1% -409 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,549 shares; 2024Q4: 49,820 shares; 2025Q1: 49,903 shares; 2025Q2: 51,390 shares; 2025Q3: 51,040 shares; 2025Q4: 43,298 shares; 2026Q1: 44,125 shares 44,125 $5.23M 0.1% +827 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: 77,657 shares; 2024Q4: 77,859 shares; 2025Q1: 77,569 shares; 2025Q2: 71,634 shares; 2025Q3: 74,972 shares; 2025Q4: 85,250 shares; 2026Q1: 84,992 shares 84,992 $5.11M 0.09% -258 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: 43,773 shares; 2024Q4: 60,023 shares; 2025Q1: 44,504 shares; 2025Q2: 45,118 shares; 2025Q3: 45,462 shares; 2025Q4: 45,873 shares; 2026Q1: 45,604 shares 45,604 $5.06M 0.09% -269 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: 73,391 shares; 2024Q4: 72,792 shares; 2025Q1: 75,330 shares; 2025Q2: 69,088 shares; 2025Q3: 69,286 shares; 2025Q4: 69,880 shares; 2026Q1: 70,504 shares 70,504 $4.95M 0.09% +624 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: 40,962 shares; 2024Q4: 39,923 shares; 2025Q1: 39,658 shares; 2025Q2: 39,293 shares; 2025Q3: 30,588 shares; 2025Q4: 30,366 shares; 2026Q1: 18,281 shares 18,281 $4.95M 0.09% -12,085 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: 15,578 shares; 2024Q4: 35,070 shares; 2025Q1: 79,178 shares; 2025Q2: 23,616 shares; 2025Q3: 24,928 shares; 2025Q4: 25,109 shares; 2026Q1: 26,393 shares 26,393 $4.86M 0.09% +1,284 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,471 shares; 2024Q4: 97,660 shares; 2025Q1: 98,225 shares; 2025Q2: 76,809 shares; 2025Q3: 76,659 shares; 2025Q4: 69,250 shares; 2026Q1: 115,130 shares 115,130 $4.86M 0.09% +45,880 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 5,044 shares; 2025Q1: 2,707 shares; 2025Q2: 2,254 shares; 2025Q3: 1,378 shares; 2025Q4: 1,438 shares; 2026Q1: 32,209 shares 32,209 $4.86M 0.09% +30,771 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: 30,325 shares; 2024Q4: 28,289 shares; 2025Q1: 55,400 shares; 2025Q2: 18,836 shares; 2025Q3: 17,512 shares; 2025Q4: 17,397 shares; 2026Q1: 23,803 shares 23,803 $4.84M 0.09% +6,406 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: 38,532 shares; 2024Q4: 34,348 shares; 2025Q1: 41,513 shares; 2025Q2: 42,159 shares; 2025Q3: 42,627 shares; 2025Q4: 41,937 shares; 2026Q1: 42,664 shares 42,664 $4.84M 0.09% +727 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: 7,176 shares; 2024Q4: 6,966 shares; 2025Q1: 48,149 shares; 2025Q2: 57,657 shares; 2025Q3: 49,788 shares; 2025Q4: 46,823 shares; 2026Q1: 29,185 shares 29,185 $4.8M 0.09% -17,638 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: 48,308 shares; 2024Q4: 37,552 shares; 2025Q1: 36,924 shares; 2025Q2: 36,893 shares; 2025Q3: 36,506 shares; 2025Q4: 36,328 shares; 2026Q1: 37,042 shares 37,042 $4.75M 0.09% +714 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,517 shares; 2025Q2: 20,616 shares; 2025Q3: 29,000 shares; 2025Q4: 42,189 shares; 2026Q1: 118,768 shares 118,768 $4.73M 0.09% +76,579 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: 12,998 shares; 2024Q4: 13,998 shares; 2025Q1: 17,318 shares; 2025Q2: 19,895 shares; 2025Q3: 20,974 shares; 2025Q4: 31,551 shares; 2026Q1: 46,771 shares 46,771 $4.71M 0.09% +15,220 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: 86,777 shares; 2024Q4: 176,126 shares; 2025Q1: 187,326 shares; 2025Q2: 203,112 shares; 2025Q3: 208,435 shares; 2025Q4: 208,407 shares; 2026Q1: 205,143 shares 205,143 $4.7M 0.09% -3,264 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: 33,038 shares; 2024Q4: 33,430 shares; 2025Q1: 34,160 shares; 2025Q2: 34,840 shares; 2025Q3: 39,084 shares; 2025Q4: 43,934 shares; 2026Q1: 67,136 shares 67,136 $4.68M 0.09% +23,202 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: 87,940 shares; 2024Q4: 87,092 shares; 2025Q1: 87,082 shares; 2025Q2: 89,186 shares; 2025Q3: 83,556 shares; 2025Q4: 84,223 shares; 2026Q1: 85,617 shares 85,617 $4.67M 0.08% +1,394 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: 17,813 shares; 2024Q4: 17,456 shares; 2025Q1: 17,380 shares; 2025Q2: 15,529 shares; 2025Q3: 15,756 shares; 2025Q4: 15,465 shares; 2026Q1: 15,445 shares 15,445 $4.67M 0.08% -20 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,449 shares 151,449 $4.62M 0.08% new 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: 13,897 shares; 2024Q4: 14,349 shares; 2025Q1: 16,881 shares; 2025Q2: 19,382 shares; 2025Q3: 20,616 shares; 2025Q4: 20,252 shares; 2026Q1: 61,368 shares 61,368 $4.61M 0.08% +41,116 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 71,907 shares; 2025Q3: 71,996 shares; 2025Q4: 73,049 shares; 2026Q1: 79,739 shares 79,739 $4.57M 0.08% +6,690 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,978 shares; 2025Q1: 11,375 shares; 2025Q2: 11,401 shares; 2025Q3: 11,493 shares; 2025Q4: 14,926 shares; 2026Q1: 16,088 shares 16,088 $4.57M 0.08% +1,162 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: 44,913 shares; 2024Q4: 44,157 shares; 2025Q1: 42,586 shares; 2025Q2: 42,375 shares; 2025Q3: 42,486 shares; 2025Q4: 84,646 shares; 2026Q1: 89,871 shares 89,871 $4.49M 0.08% +5,225 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 7,746 shares; 2025Q1: 8,147 shares; 2025Q2: 6,988 shares; 2025Q3: 7,780 shares; 2025Q4: 8,157 shares; 2026Q1: 20,594 shares 20,594 $4.47M 0.08% +12,437 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 79,480 shares; 2025Q4: 79,269 shares; 2026Q1: 138,923 shares 138,923 $4.47M 0.08% +59,654 Timeline SHYD 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: 212,869 shares; 2025Q4: 203,526 shares; 2026Q1: 197,188 shares 197,188 $4.47M 0.08% -6,338 Timeline TFI 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: 89,201 shares; 2024Q4: 90,603 shares; 2025Q1: 90,752 shares; 2025Q2: 66,656 shares; 2025Q3: 83,971 shares; 2025Q4: 88,727 shares; 2026Q1: 98,475 shares 98,475 $4.46M 0.08% +9,748 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: 8,433 shares; 2024Q4: 8,679 shares; 2025Q1: 8,255 shares; 2025Q2: 9,130 shares; 2025Q3: 10,071 shares; 2025Q4: 11,967 shares; 2026Q1: 12,479 shares 12,479 $4.46M 0.08% +512 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: 52,735 shares; 2024Q4: 50,549 shares; 2025Q1: 49,721 shares; 2025Q2: 44,405 shares; 2025Q3: 26,912 shares; 2025Q4: 55,544 shares; 2026Q1: 72,204 shares 72,204 $4.42M 0.08% +16,660 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,251 shares; 2024Q4: 259,683 shares; 2025Q1: 253,020 shares; 2025Q2: 40,057 shares; 2025Q3: 40,032 shares; 2025Q4: 39,922 shares; 2026Q1: 39,957 shares 39,957 $4.4M 0.08% +35 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: 20,934 shares; 2024Q4: 19,604 shares; 2025Q1: 24,987 shares; 2025Q2: 33,290 shares; 2025Q3: 33,485 shares; 2025Q4: 34,450 shares; 2026Q1: 42,601 shares 42,601 $4.36M 0.08% +8,151 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: 23,876 shares; 2024Q4: 23,796 shares; 2025Q1: 24,564 shares; 2025Q2: 25,052 shares; 2025Q3: 24,913 shares; 2025Q4: 25,916 shares; 2026Q1: 26,758 shares 26,758 $4.29M 0.08% +842 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: 17,908 shares; 2024Q4: 19,351 shares; 2025Q1: 10,145 shares; 2025Q2: 9,651 shares; 2025Q3: 10,954 shares; 2025Q4: 11,144 shares; 2026Q1: 12,193 shares 12,193 $4.29M 0.08% +1,049 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: 44,611 shares; 2024Q4: 47,831 shares; 2025Q1: 47,443 shares; 2025Q2: 45,630 shares; 2025Q3: 51,486 shares; 2025Q4: 59,692 shares; 2026Q1: 59,480 shares 59,480 $4.28M 0.08% -212 Timeline LQTI 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: 52,374 shares; 2025Q3: 69,421 shares; 2025Q4: 199,341 shares; 2026Q1: 217,958 shares 217,958 $4.27M 0.08% +18,617 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 14,090 shares; 2025Q1: 16,828 shares; 2025Q2: 23,787 shares; 2025Q3: 30,059 shares; 2025Q4: 34,199 shares; 2026Q1: 40,017 shares 40,017 $4.26M 0.08% +5,818 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: 3,758 shares; 2024Q4: 3,059 shares; 2025Q1: 3,426 shares; 2025Q2: 3,556 shares; 2025Q3: 3,680 shares; 2025Q4: 4,018 shares; 2026Q1: 5,036 shares 5,036 $4.26M 0.08% +1,018 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: 8,898 shares; 2024Q4: 31,392 shares; 2025Q1: 35,213 shares; 2025Q2: 35,152 shares; 2025Q3: 38,840 shares; 2025Q4: 53,596 shares; 2026Q1: 85,985 shares 85,985 $4.26M 0.08% +32,389 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: 16,324 shares; 2024Q4: 13,425 shares; 2025Q1: 13,690 shares; 2025Q2: 13,618 shares; 2025Q3: 13,513 shares; 2025Q4: 13,658 shares; 2026Q1: 13,495 shares 13,495 $4.23M 0.08% -163 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: 2,839 shares; 2024Q4: 2,608 shares; 2025Q1: 2,835 shares; 2025Q2: 2,838 shares; 2025Q3: 3,150 shares; 2025Q4: 3,215 shares; 2026Q1: 7,858 shares 7,858 $4.23M 0.08% +4,643 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,131 shares 165,131 $4.18M 0.08% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,334 shares; 2024Q4: 63,793 shares; 2025Q1: 87,629 shares; 2025Q2: 92,968 shares; 2025Q3: 114,119 shares; 2025Q4: 134,794 shares; 2026Q1: 112,905 shares 112,905 $4.16M 0.08% -21,889 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,388 shares; 2024Q4: 45,893 shares; 2025Q1: 44,458 shares; 2025Q2: 40,196 shares; 2025Q3: 37,892 shares; 2025Q4: 41,048 shares; 2026Q1: 44,587 shares 44,587 $4.13M 0.08% +3,539 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,873 shares; 2024Q4: 716,569 shares; 2025Q1: 716,569 shares; 2025Q2: 644,912 shares; 2025Q3: 644,912 shares; 2025Q4: 644,912 shares; 2026Q1: 621,325 shares 621,325 $4.11M 0.07% -23,587 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: 26,646 shares; 2024Q4: 90,942 shares; 2025Q1: 93,736 shares; 2025Q2: 20,746 shares; 2025Q3: 20,603 shares; 2025Q4: 20,330 shares; 2026Q1: 21,356 shares 21,356 $4.1M 0.07% +1,026 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,221 shares; 2025Q3: 27,367 shares; 2025Q4: 44,191 shares; 2026Q1: 123,631 shares 123,631 $4.09M 0.07% +79,440 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,135 shares; 2024Q4: 173,043 shares; 2025Q1: 165,787 shares; 2025Q2: 159,478 shares; 2025Q3: 144,057 shares; 2025Q4: 137,716 shares; 2026Q1: 132,122 shares 132,122 $4.09M 0.07% -5,594 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: 88,127 shares; 2024Q4: 88,541 shares; 2025Q1: 93,660 shares; 2025Q2: 86,743 shares; 2025Q3: 85,619 shares; 2025Q4: 78,326 shares; 2026Q1: 81,226 shares 81,226 $4.01M 0.07% +2,900 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: 4,863 shares; 2024Q4: 5,532 shares; 2025Q1: 11,719 shares; 2025Q2: 12,858 shares; 2025Q3: 11,432 shares; 2025Q4: 14,941 shares; 2026Q1: 80,894 shares 80,894 $3.99M 0.07% +65,953 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: 11,623 shares; 2024Q4: 12,109 shares; 2025Q1: 13,552 shares; 2025Q2: 5,816 shares; 2025Q3: 7,268 shares; 2025Q4: 7,374 shares; 2026Q1: 8,058 shares 8,058 $3.96M 0.07% +684 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 1,968 shares; 2025Q3: 1,971 shares; 2025Q4: 1,930 shares; 2026Q1: 6,333 shares 6,333 $3.91M 0.07% +4,403 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: 14,649 shares; 2024Q4: 14,661 shares; 2025Q1: 14,615 shares; 2025Q2: 14,397 shares; 2025Q3: 15,184 shares; 2025Q4: 15,398 shares; 2026Q1: 16,101 shares 16,101 $3.9M 0.07% +703 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: 4,892 shares; 2024Q4: 4,748 shares; 2025Q1: 4,715 shares; 2025Q2: 4,743 shares; 2025Q3: 4,894 shares; 2025Q4: 4,956 shares; 2026Q1: 25,723 shares 25,723 $3.89M 0.07% +20,767 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,026 shares; 2024Q4: 20,914 shares; 2025Q1: 28,084 shares; 2025Q2: 24,300 shares; 2025Q3: 27,614 shares; 2025Q4: 28,992 shares; 2026Q1: 26,416 shares 26,416 $3.89M 0.07% -2,576 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: 6,649 shares; 2025Q2: 36,878 shares; 2025Q3: 37,374 shares; 2025Q4: 28,202 shares; 2026Q1: 71,089 shares 71,089 $3.83M 0.07% +42,887 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: 33,164 shares; 2024Q4: 33,102 shares; 2025Q1: 34,702 shares; 2025Q2: 14,443 shares; 2025Q3: 15,064 shares; 2025Q4: 16,185 shares; 2026Q1: 16,224 shares 16,224 $3.83M 0.07% +39 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 11,504 shares; 2025Q1: 12,906 shares; 2025Q2: 12,407 shares; 2025Q3: 12,341 shares; 2025Q4: 12,439 shares; 2026Q1: 26,224 shares 26,224 $3.83M 0.07% +13,785 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: 22,657 shares; 2024Q4: 22,311 shares; 2025Q1: 22,049 shares; 2025Q2: 22,394 shares; 2025Q3: 22,853 shares; 2025Q4: 27,168 shares; 2026Q1: 29,212 shares 29,212 $3.83M 0.07% +2,044 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: 11,100 shares; 2024Q4: 14,748 shares; 2025Q1: 24,364 shares; 2025Q2: 35,439 shares; 2025Q3: 63,665 shares; 2025Q4: 67,301 shares; 2026Q1: 68,960 shares 68,960 $3.81M 0.07% +1,659 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 12,070 shares; 2025Q1: 12,751 shares; 2025Q2: 13,276 shares; 2025Q3: 14,208 shares; 2025Q4: 14,050 shares; 2026Q1: 14,721 shares 14,721 $3.79M 0.07% +671 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: 17,844 shares; 2024Q4: 17,226 shares; 2025Q1: 16,292 shares; 2025Q2: 16,699 shares; 2025Q3: 16,557 shares; 2025Q4: 16,874 shares; 2026Q1: 19,494 shares 19,494 $3.76M 0.07% +2,620 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: 92,517 shares; 2024Q4: 101,597 shares; 2025Q1: 95,748 shares; 2025Q2: 80,584 shares; 2025Q3: 46,047 shares; 2025Q4: 31,201 shares; 2026Q1: 30,064 shares 30,064 $3.74M 0.07% -1,137 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: 30,228 shares; 2024Q4: 32,827 shares; 2025Q1: 29,152 shares; 2025Q2: 29,136 shares; 2025Q3: 29,271 shares; 2025Q4: 34,827 shares; 2026Q1: 39,484 shares 39,484 $3.71M 0.07% +4,657 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,600 shares; 2024Q4: 33,285 shares; 2025Q1: 14,579 shares; 2025Q2: 9,177 shares; 2025Q3: 10,286 shares; 2025Q4: 10,994 shares; 2026Q1: 11,314 shares 11,314 $3.69M 0.07% +320 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: 19,002 shares; 2024Q4: 16,172 shares; 2025Q1: 15,849 shares; 2025Q2: 28,988 shares; 2025Q3: 32,960 shares; 2025Q4: 42,228 shares; 2026Q1: 41,046 shares 41,046 $3.68M 0.07% -1,182 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,721 shares; 2024Q4: 35,057 shares; 2025Q1: 35,812 shares; 2025Q2: 36,230 shares; 2025Q3: 38,151 shares; 2025Q4: 41,506 shares; 2026Q1: 48,547 shares 48,547 $3.65M 0.07% +7,041 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,159 shares; 2024Q4: 164,224 shares; 2025Q1: 44,083 shares; 2025Q2: 30,028 shares; 2025Q3: 31,852 shares; 2025Q4: 33,236 shares; 2026Q1: 32,770 shares 32,770 $3.64M 0.07% -466 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: 156,280 shares; 2024Q4: 175,316 shares; 2025Q1: 53,538 shares; 2025Q2: 46,504 shares; 2025Q3: 51,071 shares; 2025Q4: 56,103 shares; 2026Q1: 62,810 shares 62,810 $3.62M 0.07% +6,707 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,739 shares; 2025Q1: 95,557 shares; 2025Q2: 132,905 shares; 2025Q3: 155,869 shares; 2025Q4: 163,781 shares; 2026Q1: 119,418 shares 119,418 $3.56M 0.06% -44,363 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: 4,315 shares; 2024Q4: 4,345 shares; 2025Q1: 6,163 shares; 2025Q2: 7,132 shares; 2025Q3: 7,761 shares; 2025Q4: 8,386 shares; 2026Q1: 8,693 shares 8,693 $3.54M 0.06% +307 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,358 shares; 2025Q1: 10,554 shares; 2025Q2: 10,569 shares; 2025Q3: 10,570 shares; 2025Q4: 10,709 shares; 2026Q1: 11,202 shares 11,202 $3.52M 0.06% +493 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,733 shares; 2024Q4: 98,425 shares; 2025Q1: 96,066 shares; 2025Q2: 91,130 shares; 2025Q3: 89,805 shares; 2025Q4: 91,781 shares; 2026Q1: 106,517 shares 106,517 $3.51M 0.06% +14,736 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: 161,520 shares; 2024Q4: 153,569 shares; 2025Q1: 149,367 shares; 2025Q2: 147,859 shares; 2025Q3: 144,225 shares; 2025Q4: 142,944 shares; 2026Q1: 180,861 shares 180,861 $3.49M 0.06% +37,917 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: 24,559 shares; 2024Q4: 27,077 shares; 2025Q1: 27,076 shares; 2025Q2: 25,569 shares; 2025Q3: 25,225 shares; 2025Q4: 26,514 shares; 2026Q1: 27,763 shares 27,763 $3.48M 0.06% +1,249 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,225 shares; 2024Q4: 40,332 shares; 2025Q1: 39,706 shares; 2025Q2: 33,540 shares; 2025Q3: 33,855 shares; 2025Q4: 34,096 shares; 2026Q1: 33,690 shares 33,690 $3.48M 0.06% -406 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: 63,573 shares; 2024Q4: 53,550 shares; 2025Q1: 53,113 shares; 2025Q2: 79,375 shares; 2025Q3: 75,987 shares; 2025Q4: 76,253 shares; 2026Q1: 74,713 shares 74,713 $3.47M 0.06% -1,540 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 39,554 shares; 2025Q1: 40,240 shares; 2025Q2: 79,588 shares; 2025Q3: 79,475 shares; 2025Q4: 72,025 shares; 2026Q1: 71,998 shares 71,998 $3.45M 0.06% -27 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: 67,894 shares; 2024Q4: 62,684 shares; 2025Q1: 63,681 shares; 2025Q2: 35,756 shares; 2025Q3: 38,471 shares; 2025Q4: 42,717 shares; 2026Q1: 44,618 shares 44,618 $3.44M 0.06% +1,901 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 11,310 shares; 2025Q1: 10,778 shares; 2025Q2: 11,201 shares; 2025Q3: 11,567 shares; 2025Q4: 19,584 shares; 2026Q1: 16,344 shares 16,344 $3.43M 0.06% -3,240 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 12,058 shares; 2025Q1: 11,862 shares; 2025Q2: 11,827 shares; 2025Q3: 12,620 shares; 2025Q4: 12,924 shares; 2026Q1: 12,798 shares 12,798 $3.41M 0.06% -126 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: 8,695 shares; 2024Q4: 8,323 shares; 2025Q1: 9,683 shares; 2025Q2: 12,077 shares; 2025Q3: 11,563 shares; 2025Q4: 16,225 shares; 2026Q1: 22,944 shares 22,944 $3.4M 0.06% +6,719 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: 17,804 shares; 2024Q4: 17,780 shares; 2025Q1: 14,526 shares; 2025Q2: 14,554 shares; 2025Q3: 14,854 shares; 2025Q4: 15,422 shares; 2026Q1: 20,693 shares 20,693 $3.38M 0.06% +5,271 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,764 shares; 2024Q4: 16,649 shares; 2025Q1: 68,741 shares; 2025Q2: 76,923 shares; 2025Q3: 82,226 shares; 2025Q4: 78,608 shares; 2026Q1: 128,213 shares 128,213 $3.37M 0.06% +49,605 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: 21,586 shares; 2024Q4: 18,179 shares; 2025Q1: 19,054 shares; 2025Q2: 19,626 shares; 2025Q3: 23,521 shares; 2025Q4: 24,231 shares; 2026Q1: 23,102 shares 23,102 $3.36M 0.06% -1,129 Timeline WINN 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: 172,572 shares; 2024Q4: 158,303 shares; 2025Q1: 158,027 shares; 2025Q2: 128,931 shares; 2025Q3: 124,668 shares; 2025Q4: 120,781 shares; 2026Q1: 120,886 shares 120,886 $3.35M 0.06% +105 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: 2,978 shares; 2024Q4: 3,530 shares; 2025Q1: 3,701 shares; 2025Q2: 3,879 shares; 2025Q3: 5,309 shares; 2025Q4: 5,977 shares; 2026Q1: 6,596 shares 6,596 $3.3M 0.06% +619 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: 40,455 shares; 2024Q4: 40,163 shares; 2025Q1: 38,827 shares; 2025Q2: 40,657 shares; 2025Q3: 39,230 shares; 2025Q4: 44,918 shares; 2026Q1: 52,491 shares 52,491 $3.29M 0.06% +7,573 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: 82,791 shares; 2024Q4: 52,997 shares; 2025Q1: 67,237 shares; 2025Q2: 46,471 shares; 2025Q3: 43,783 shares; 2025Q4: 44,266 shares; 2026Q1: 44,616 shares 44,616 $3.29M 0.06% +350 Timeline GDE 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: not reported; 2025Q2: not reported; 2025Q3: 52,769 shares; 2025Q4: 52,230 shares; 2026Q1: 52,230 shares 52,230 $3.29M 0.06% 0 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: 133,609 shares; 2025Q3: 133,289 shares; 2025Q4: 135,726 shares; 2026Q1: 148,829 shares 148,829 $3.28M 0.06% +13,103 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: 102,446 shares; 2024Q4: 103,093 shares; 2025Q1: 110,559 shares; 2025Q2: 106,723 shares; 2025Q3: 108,396 shares; 2025Q4: 85,892 shares; 2026Q1: 86,362 shares 86,362 $3.27M 0.06% +470 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: 63,492 shares; 2024Q4: 66,948 shares; 2025Q1: 30,871 shares; 2025Q2: 27,452 shares; 2025Q3: 30,499 shares; 2025Q4: 31,015 shares; 2026Q1: 33,711 shares 33,711 $3.25M 0.06% +2,696 Timeline EWZ 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: 39,914 shares; 2024Q4: 37,780 shares; 2025Q1: 38,552 shares; 2025Q2: 38,626 shares; 2025Q3: 38,566 shares; 2025Q4: 48,270 shares; 2026Q1: 84,318 shares 84,318 $3.24M 0.06% +36,048 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: 19,940 shares; 2024Q4: 20,397 shares; 2025Q1: 21,446 shares; 2025Q2: 20,771 shares; 2025Q3: 20,078 shares; 2025Q4: 19,977 shares; 2026Q1: 19,921 shares 19,921 $3.22M 0.06% -56 Timeline VOX 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: 17,112 shares; 2024Q4: 16,907 shares; 2025Q1: 16,858 shares; 2025Q2: 17,070 shares; 2025Q3: 17,148 shares; 2025Q4: 18,857 shares; 2026Q1: 17,915 shares 17,915 $3.22M 0.06% -942 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: 3,921 shares; 2025Q1: 3,858 shares; 2025Q2: 3,780 shares; 2025Q3: 3,793 shares; 2025Q4: 3,264 shares; 2026Q1: 3,343 shares 3,343 $3.21M 0.06% +79 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,572 shares; 2024Q4: 46,121 shares; 2025Q1: 15,666 shares; 2025Q2: 21,549 shares; 2025Q3: 24,067 shares; 2025Q4: 25,561 shares; 2026Q1: 28,219 shares 28,219 $3.19M 0.06% +2,658 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: 39,664 shares; 2024Q4: 43,055 shares; 2025Q1: 14,593 shares; 2025Q2: 52,022 shares; 2025Q3: 47,270 shares; 2025Q4: 38,951 shares; 2026Q1: 20,582 shares 20,582 $3.14M 0.06% -18,369 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,757 shares; 2025Q2: 13,743 shares; 2025Q3: 20,111 shares; 2025Q4: 25,084 shares; 2026Q1: 87,120 shares 87,120 $3.13M 0.06% +62,036 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,892 shares; 2025Q4: 10,954 shares; 2026Q1: 93,382 shares 93,382 $3.12M 0.06% +82,428 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: 5,587 shares; 2024Q4: 6,699 shares; 2025Q1: 5,602 shares; 2025Q2: 5,255 shares; 2025Q3: 4,818 shares; 2025Q4: 5,117 shares; 2026Q1: 5,529 shares 5,529 $3.11M 0.06% +412 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: 16,089 shares; 2024Q4: 14,495 shares; 2025Q1: 13,444 shares; 2025Q2: 31,597 shares; 2025Q3: 33,420 shares; 2025Q4: 28,691 shares; 2026Q1: 12,781 shares 12,781 $3.1M 0.06% -15,910 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: 73,661 shares; 2024Q4: 69,313 shares; 2025Q1: 74,665 shares; 2025Q2: 69,407 shares; 2025Q3: 64,517 shares; 2025Q4: 65,428 shares; 2026Q1: 65,919 shares 65,919 $3.1M 0.06% +491 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: 33,976 shares; 2024Q4: 22,531 shares; 2025Q1: 22,257 shares; 2025Q2: 22,212 shares; 2025Q3: 22,238 shares; 2025Q4: 21,475 shares; 2026Q1: 21,148 shares 21,148 $3.08M 0.06% -327 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: 18,194 shares; 2024Q4: 34,732 shares; 2025Q1: 60,310 shares; 2025Q2: 36,426 shares; 2025Q3: 37,201 shares; 2025Q4: 34,181 shares; 2026Q1: 19,189 shares 19,189 $3.08M 0.06% -14,992 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,454 shares; 2024Q4: 20,643 shares; 2025Q1: 19,936 shares; 2025Q2: 18,081 shares; 2025Q3: 16,293 shares; 2025Q4: 17,070 shares; 2026Q1: 18,481 shares 18,481 $3.06M 0.06% +1,411 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,355 shares; 2025Q1: 10,979 shares; 2025Q2: 11,192 shares; 2025Q3: 11,527 shares; 2025Q4: 11,874 shares; 2026Q1: 12,851 shares 12,851 $3.05M 0.06% +977 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 11,895 shares; 2025Q1: 29,813 shares; 2025Q2: 32,198 shares; 2025Q3: 34,695 shares; 2025Q4: 39,960 shares; 2026Q1: 37,247 shares 37,247 $3.01M 0.05% -2,713 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: 23,540 shares; 2024Q4: 22,877 shares; 2025Q1: 22,743 shares; 2025Q2: 25,450 shares; 2025Q3: 24,121 shares; 2025Q4: 26,931 shares; 2026Q1: 28,386 shares 28,386 $3.01M 0.05% +1,455 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,839 shares; 2024Q4: 11,430 shares; 2025Q1: 11,789 shares; 2025Q2: not reported; 2025Q3: 17,026 shares; 2025Q4: 19,545 shares; 2026Q1: 131,286 shares 131,286 $2.93M 0.05% +111,741 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,647 shares; 2024Q4: 32,001 shares; 2025Q1: 14,794 shares; 2025Q2: 13,426 shares; 2025Q3: 13,378 shares; 2025Q4: 13,214 shares; 2026Q1: 14,111 shares 14,111 $2.93M 0.05% +897 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 23,402 shares; 2025Q1: 24,652 shares; 2025Q2: 22,642 shares; 2025Q3: 25,722 shares; 2025Q4: 29,780 shares; 2026Q1: 60,208 shares 60,208 $2.92M 0.05% +30,428 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 6,173 shares; 2025Q1: 6,173 shares; 2025Q2: 5,984 shares; 2025Q3: 6,707 shares; 2025Q4: 10,142 shares; 2026Q1: 65,533 shares 65,533 $2.89M 0.05% +55,391 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: 67,921 shares; 2024Q4: 65,503 shares; 2025Q1: 60,201 shares; 2025Q2: 47,319 shares; 2025Q3: 33,085 shares; 2025Q4: 36,322 shares; 2026Q1: 15,480 shares 15,480 $2.89M 0.05% -20,842 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: 15,974 shares; 2024Q4: 16,856 shares; 2025Q1: 6,340 shares; 2025Q2: 4,435 shares; 2025Q3: 4,124 shares; 2025Q4: 3,928 shares; 2026Q1: 4,226 shares 4,226 $2.88M 0.05% +298 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: 1,384 shares; 2024Q4: 6,539 shares; 2025Q1: 8,106 shares; 2025Q2: 7,206 shares; 2025Q3: 7,136 shares; 2025Q4: 8,948 shares; 2026Q1: 6,980 shares 6,980 $2.85M 0.05% -1,968 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 20,523 shares; 2025Q3: 21,743 shares; 2025Q4: 45,576 shares; 2026Q1: 38,701 shares 38,701 $2.85M 0.05% -6,875 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,208 shares; 2024Q4: 25,946 shares; 2025Q1: 21,237 shares; 2025Q2: 23,729 shares; 2025Q3: 19,856 shares; 2025Q4: 24,861 shares; 2026Q1: 25,642 shares 25,642 $2.83M 0.05% +781 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,685 shares; 2025Q2: 9,865 shares; 2025Q3: 11,946 shares; 2025Q4: 53,188 shares; 2026Q1: 45,754 shares 45,754 $2.79M 0.05% -7,434 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: 83,365 shares; 2024Q4: 71,412 shares; 2025Q1: 68,538 shares; 2025Q2: 66,437 shares; 2025Q3: 59,454 shares; 2025Q4: 56,695 shares; 2026Q1: 55,585 shares 55,585 $2.79M 0.05% -1,110 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: 2,288 shares; 2024Q4: 2,359 shares; 2025Q1: 2,444 shares; 2025Q2: 2,464 shares; 2025Q3: 2,562 shares; 2025Q4: 3,142 shares; 2026Q1: 3,978 shares 3,978 $2.78M 0.05% +836 Timeline VSS 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: 27,898 shares; 2024Q4: 26,926 shares; 2025Q1: 23,108 shares; 2025Q2: 21,215 shares; 2025Q3: 21,072 shares; 2025Q4: 19,843 shares; 2026Q1: 19,001 shares 19,001 $2.77M 0.05% -842 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,951 shares; 2025Q1: 31,081 shares; 2025Q2: 52,642 shares; 2025Q3: 66,088 shares; 2025Q4: 88,842 shares; 2026Q1: 104,317 shares 104,317 $2.74M 0.05% +15,475 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: 114,069 shares; 2024Q4: 125,728 shares; 2025Q1: 141,525 shares; 2025Q2: 178,109 shares; 2025Q3: 180,956 shares; 2025Q4: 27,123 shares; 2026Q1: 24,720 shares 24,720 $2.73M 0.05% -2,403 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: 2,011 shares; 2024Q4: 2,018 shares; 2025Q1: 1,961 shares; 2025Q2: 1,901 shares; 2025Q3: 1,876 shares; 2025Q4: 1,682 shares; 2026Q1: 1,853 shares 1,853 $2.73M 0.05% +171 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: 8,919 shares; 2024Q4: 8,454 shares; 2025Q1: 8,736 shares; 2025Q2: 4,875 shares; 2025Q3: 4,934 shares; 2025Q4: 4,929 shares; 2026Q1: 5,839 shares 5,839 $2.7M 0.05% +910 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: 15,499 shares; 2024Q4: 15,695 shares; 2025Q1: 15,581 shares; 2025Q2: 14,640 shares; 2025Q3: 14,713 shares; 2025Q4: 14,726 shares; 2026Q1: 14,846 shares 14,846 $2.7M 0.05% +120 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,905 shares; 2024Q4: 9,908 shares; 2025Q1: 9,828 shares; 2025Q2: 9,987 shares; 2025Q3: 10,078 shares; 2025Q4: 10,369 shares; 2026Q1: 10,841 shares 10,841 $2.7M 0.05% +472 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: not reported; 2025Q1: not reported; 2025Q2: 12,588 shares; 2025Q3: 18,280 shares; 2025Q4: 27,582 shares; 2026Q1: 57,776 shares 57,776 $2.7M 0.05% +30,194 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,891 shares 52,891 $2.69M 0.05% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,839 shares; 2025Q1: 4,734 shares; 2025Q2: 4,022 shares; 2025Q3: 4,080 shares; 2025Q4: 4,698 shares; 2026Q1: 6,331 shares 6,331 $2.69M 0.05% +1,633 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: 12,875 shares; 2024Q4: 17,087 shares; 2025Q1: 16,476 shares; 2025Q2: 16,476 shares; 2025Q3: 17,189 shares; 2025Q4: 18,167 shares; 2026Q1: 18,464 shares 18,464 $2.68M 0.05% +297 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: 6,805 shares; 2024Q4: 6,861 shares; 2025Q1: 6,894 shares; 2025Q2: 7,133 shares; 2025Q3: 7,432 shares; 2025Q4: 8,411 shares; 2026Q1: 9,535 shares 9,535 $2.66M 0.05% +1,124 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: 114,773 shares; 2024Q4: 114,644 shares; 2025Q1: 153,634 shares; 2025Q2: 117,147 shares; 2025Q3: 109,561 shares; 2025Q4: 89,700 shares; 2026Q1: 74,925 shares 74,925 $2.66M 0.05% -14,775 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 21,652 shares; 2025Q1: 6,820 shares; 2025Q2: 8,143 shares; 2025Q3: 12,266 shares; 2025Q4: 16,190 shares; 2026Q1: 17,439 shares 17,439 $2.62M 0.05% +1,249 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,753 shares; 2024Q4: 32,694 shares; 2025Q1: 19,797 shares; 2025Q2: 7,358 shares; 2025Q3: 8,078 shares; 2025Q4: 9,106 shares; 2026Q1: 9,399 shares 9,399 $2.61M 0.05% +293 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,263 shares; 2025Q1: 4,186 shares; 2025Q2: 4,481 shares; 2025Q3: 5,466 shares; 2025Q4: 6,914 shares; 2026Q1: 7,082 shares 7,082 $2.6M 0.05% +168 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: 7,940 shares; 2024Q4: not reported; 2025Q1: 11,251 shares; 2025Q2: 11,219 shares; 2025Q3: 24,012 shares; 2025Q4: 26,045 shares; 2026Q1: 77,261 shares 77,261 $2.59M 0.05% +51,216 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: 38,726 shares; 2024Q4: 46,290 shares; 2025Q1: 89,925 shares; 2025Q2: 50,553 shares; 2025Q3: 55,019 shares; 2025Q4: 54,767 shares; 2026Q1: 54,327 shares 54,327 $2.58M 0.05% -440 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 4,618 shares; 2025Q3: 7,739 shares; 2025Q4: 10,711 shares; 2026Q1: 10,135 shares 10,135 $2.54M 0.05% -576 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,666 shares; 2025Q1: 63,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,900 shares; 2026Q1: 70,525 shares 70,525 $2.54M 0.05% +12,625 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: 29,597 shares; 2024Q4: 31,787 shares; 2025Q1: 9,893 shares; 2025Q2: 9,082 shares; 2025Q3: 7,101 shares; 2025Q4: 6,920 shares; 2026Q1: 7,387 shares 7,387 $2.53M 0.05% +467 Timeline FMHI 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: 19,639 shares; 2024Q4: 22,685 shares; 2025Q1: 37,439 shares; 2025Q2: 22,249 shares; 2025Q3: 114,681 shares; 2025Q4: 23,018 shares; 2026Q1: 52,713 shares 52,713 $2.51M 0.05% +29,695 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,225 shares; 2024Q4: 71,934 shares; 2025Q1: 23,790 shares; 2025Q2: 20,145 shares; 2025Q3: 22,745 shares; 2025Q4: 23,872 shares; 2026Q1: 26,798 shares 26,798 $2.49M 0.05% +2,926 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: 35,539 shares; 2024Q4: 34,008 shares; 2025Q1: 34,389 shares; 2025Q2: 63,613 shares; 2025Q3: 67,948 shares; 2025Q4: 61,476 shares; 2026Q1: 19,092 shares 19,092 $2.46M 0.04% -42,384 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: 24,253 shares; 2024Q4: 23,915 shares; 2025Q1: 23,615 shares; 2025Q2: 23,264 shares; 2025Q3: not reported; 2025Q4: 10,607 shares; 2026Q1: 15,241 shares 15,241 $2.42M 0.04% +4,634 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,190 shares; 2024Q4: 40,724 shares; 2025Q1: 39,680 shares; 2025Q2: 42,520 shares; 2025Q3: 47,861 shares; 2025Q4: 48,016 shares; 2026Q1: 50,142 shares 50,142 $2.41M 0.04% +2,126 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: 18,429 shares; 2025Q1: 14,880 shares; 2025Q2: 14,708 shares; 2025Q3: 12,172 shares; 2025Q4: 12,260 shares; 2026Q1: 11,253 shares 11,253 $2.4M 0.04% -1,007 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: 40,086 shares; 2024Q4: 28,852 shares; 2025Q1: 20,856 shares; 2025Q2: 52,456 shares; 2025Q3: 53,343 shares; 2025Q4: 57,274 shares; 2026Q1: 47,975 shares 47,975 $2.39M 0.04% -9,299 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,397 shares; 2024Q4: 15,350 shares; 2025Q1: 15,336 shares; 2025Q2: 17,875 shares; 2025Q3: 15,090 shares; 2025Q4: 14,647 shares; 2026Q1: 16,238 shares 16,238 $2.38M 0.04% +1,591 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,228 shares; 2024Q4: 47,517 shares; 2025Q1: 15,124 shares; 2025Q2: 14,880 shares; 2025Q3: 16,560 shares; 2025Q4: 19,779 shares; 2026Q1: 20,405 shares 20,405 $2.36M 0.04% +626 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,023 shares 11,023 $2.31M 0.04% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,844 shares; 2024Q4: 40,975 shares; 2025Q1: 39,440 shares; 2025Q2: 33,662 shares; 2025Q3: 34,748 shares; 2025Q4: 30,723 shares; 2026Q1: 13,368 shares 13,368 $2.31M 0.04% -17,355 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,125 shares; 2024Q4: 78,400 shares; 2025Q1: 28,519 shares; 2025Q2: 23,465 shares; 2025Q3: 26,172 shares; 2025Q4: 28,146 shares; 2026Q1: 33,281 shares 33,281 $2.31M 0.04% +5,135 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: 10,498 shares; 2024Q4: 11,222 shares; 2025Q1: 3,447 shares; 2025Q2: 2,908 shares; 2025Q3: 2,768 shares; 2025Q4: 2,693 shares; 2026Q1: 2,646 shares 2,646 $2.29M 0.04% -47 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,387 shares; 2024Q4: 13,628 shares; 2025Q1: 14,267 shares; 2025Q2: 12,454 shares; 2025Q3: 22,630 shares; 2025Q4: 23,027 shares; 2026Q1: 26,836 shares 26,836 $2.29M 0.04% +3,809 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: 18,100 shares; 2024Q4: 12,799 shares; 2025Q1: 12,574 shares; 2025Q2: 10,158 shares; 2025Q3: 10,457 shares; 2025Q4: 9,607 shares; 2026Q1: 11,438 shares 11,438 $2.28M 0.04% +1,831 Timeline ARTY ISHARES 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: 8,591 shares; 2025Q3: 50,077 shares; 2025Q4: 49,853 shares; 2026Q1: 48,713 shares 48,713 $2.27M 0.04% -1,140 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,467 shares; 2025Q2: 20,961 shares; 2025Q3: 29,378 shares; 2025Q4: 33,749 shares; 2026Q1: 43,840 shares 43,840 $2.24M 0.04% +10,091 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: 10,335 shares; 2024Q4: 10,067 shares; 2025Q1: 10,288 shares; 2025Q2: 9,378 shares; 2025Q3: 8,951 shares; 2025Q4: 8,855 shares; 2026Q1: 9,039 shares 9,039 $2.23M 0.04% +184 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: 66,883 shares; 2024Q4: 61,761 shares; 2025Q1: 63,724 shares; 2025Q2: 63,194 shares; 2025Q3: 63,618 shares; 2025Q4: 64,285 shares; 2026Q1: 76,806 shares 76,806 $2.23M 0.04% +12,521 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: 70,156 shares; 2024Q4: 75,796 shares; 2025Q1: 119,502 shares; 2025Q2: 137,438 shares; 2025Q3: 144,185 shares; 2025Q4: 135,920 shares; 2026Q1: 120,946 shares 120,946 $2.23M 0.04% -14,974 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,460 shares; 2025Q2: 42,338 shares; 2025Q3: 45,647 shares; 2025Q4: 48,051 shares; 2026Q1: 59,314 shares 59,314 $2.18M 0.04% +11,263 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,635 shares; 2024Q4: 45,355 shares; 2025Q1: 44,495 shares; 2025Q2: 42,150 shares; 2025Q3: 41,660 shares; 2025Q4: 44,500 shares; 2026Q1: 33,156 shares 33,156 $2.16M 0.04% -11,344 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,479 shares; 2025Q2: 89,227 shares; 2025Q3: 95,218 shares; 2025Q4: 100,104 shares; 2026Q1: 84,433 shares 84,433 $2.15M 0.04% -15,671 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,076 shares; 2024Q4: 20,845 shares; 2025Q1: 20,744 shares; 2025Q2: 17,802 shares; 2025Q3: 17,957 shares; 2025Q4: 19,002 shares; 2026Q1: 19,175 shares 19,175 $2.14M 0.04% +173 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: 89,686 shares; 2024Q4: 31,398 shares; 2025Q1: 27,142 shares; 2025Q2: 25,226 shares; 2025Q3: 23,427 shares; 2025Q4: 24,212 shares; 2026Q1: 24,620 shares 24,620 $2.13M 0.04% +408 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: 23,205 shares; 2024Q4: 18,227 shares; 2025Q1: 17,459 shares; 2025Q2: 16,909 shares; 2025Q3: 23,522 shares; 2025Q4: 24,890 shares; 2026Q1: 26,769 shares 26,769 $2.13M 0.04% +1,879 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 10,561 shares; 2025Q3: 10,659 shares; 2025Q4: 10,228 shares; 2026Q1: 10,800 shares 10,800 $2.13M 0.04% +572 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 2,709 shares; 2025Q1: 7,856 shares; 2025Q2: 8,843 shares; 2025Q3: 7,079 shares; 2025Q4: 8,507 shares; 2026Q1: 12,113 shares 12,113 $2.12M 0.04% +3,606 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,502 shares; 2025Q1: 22,461 shares; 2025Q2: 40,414 shares; 2025Q3: 45,932 shares; 2025Q4: 46,409 shares; 2026Q1: 47,591 shares 47,591 $2.11M 0.04% +1,182 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 9,435 shares; 2025Q1: 9,538 shares; 2025Q2: 9,787 shares; 2025Q3: 9,712 shares; 2025Q4: 9,499 shares; 2026Q1: 9,144 shares 9,144 $2.1M 0.04% -355 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,117 shares; 2025Q3: 15,134 shares; 2025Q4: 18,454 shares; 2026Q1: 18,213 shares 18,213 $2.1M 0.04% -241 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: 43,760 shares; 2024Q4: 23,786 shares; 2025Q1: 25,272 shares; 2025Q2: 23,955 shares; 2025Q3: 23,793 shares; 2025Q4: 47,687 shares; 2026Q1: 45,244 shares 45,244 $2.08M 0.04% -2,443 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: 31,098 shares; 2024Q4: 40,731 shares; 2025Q1: 38,725 shares; 2025Q2: 36,690 shares; 2025Q3: 34,795 shares; 2025Q4: 33,968 shares; 2026Q1: 45,572 shares 45,572 $2.07M 0.04% +11,604 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: 88,048 shares; 2024Q4: 93,553 shares; 2025Q1: 82,553 shares; 2025Q2: 20,417 shares; 2025Q3: 14,768 shares; 2025Q4: 14,137 shares; 2026Q1: 15,646 shares 15,646 $2.06M 0.04% +1,509 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 16,483 shares; 2025Q1: 17,312 shares; 2025Q2: 18,628 shares; 2025Q3: 19,105 shares; 2025Q4: 18,939 shares; 2026Q1: 18,184 shares 18,184 $2.04M 0.04% -755 Timeline QDEC 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: 58,844 shares; 2025Q2: 62,689 shares; 2025Q3: 61,543 shares; 2025Q4: 61,775 shares; 2026Q1: 64,620 shares 64,620 $2.03M 0.04% +2,845 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: 119,123 shares; 2024Q4: 103,766 shares; 2025Q1: 96,154 shares; 2025Q2: 83,038 shares; 2025Q3: 79,206 shares; 2025Q4: 76,998 shares; 2026Q1: 72,327 shares 72,327 $2.03M 0.04% -4,671 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: not reported; 2024Q4: 8,159 shares; 2025Q1: 8,268 shares; 2025Q2: 8,415 shares; 2025Q3: 8,692 shares; 2025Q4: 8,221 shares; 2026Q1: 8,860 shares 8,860 $2.03M 0.04% +639 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: 42,877 shares; 2024Q4: 38,815 shares; 2025Q1: 20,303 shares; 2025Q2: 20,139 shares; 2025Q3: 23,234 shares; 2025Q4: 22,835 shares; 2026Q1: 23,307 shares 23,307 $2.02M 0.04% +472 Timeline QSPT 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: 9,144 shares; 2026Q1: 65,594 shares 65,594 $2.01M 0.04% +56,450 Timeline FIIG 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: 126,031 shares; 2024Q4: 137,263 shares; 2025Q1: 124,614 shares; 2025Q2: 117,772 shares; 2025Q3: 108,478 shares; 2025Q4: 100,684 shares; 2026Q1: 96,066 shares 96,066 $1.99M 0.04% -4,618 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: 4,380 shares; 2024Q4: 4,463 shares; 2025Q1: 4,466 shares; 2025Q2: 4,213 shares; 2025Q3: 4,238 shares; 2025Q4: 4,252 shares; 2026Q1: 4,012 shares 4,012 $1.99M 0.04% -240 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: 26,193 shares; 2024Q4: 23,108 shares; 2025Q1: 50,756 shares; 2025Q2: 37,246 shares; 2025Q3: 26,269 shares; 2025Q4: 20,798 shares; 2026Q1: 20,569 shares 20,569 $1.99M 0.04% -229 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: 68,355 shares; 2024Q4: 66,845 shares; 2025Q1: 65,870 shares; 2025Q2: 9,242 shares; 2025Q3: 9,244 shares; 2025Q4: 9,915 shares; 2026Q1: 14,333 shares 14,333 $1.98M 0.04% +4,418 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: 6,776 shares; 2024Q4: 6,760 shares; 2025Q1: 6,141 shares; 2025Q2: 6,193 shares; 2025Q3: 7,057 shares; 2025Q4: 7,320 shares; 2026Q1: 7,734 shares 7,734 $1.96M 0.04% +414 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $1.96M 0.04% 0 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: 78,511 shares; 2024Q4: 82,894 shares; 2025Q1: 30,049 shares; 2025Q2: 24,496 shares; 2025Q3: 27,550 shares; 2025Q4: 30,630 shares; 2026Q1: 31,983 shares 31,983 $1.96M 0.04% +1,353 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,191 shares; 2024Q4: 59,351 shares; 2025Q1: 54,208 shares; 2025Q2: 46,457 shares; 2025Q3: 43,050 shares; 2025Q4: 39,674 shares; 2026Q1: 37,376 shares 37,376 $1.94M 0.04% -2,298 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: 18,754 shares; 2024Q4: 19,299 shares; 2025Q1: 19,358 shares; 2025Q2: 19,994 shares; 2025Q3: 20,224 shares; 2025Q4: 20,110 shares; 2026Q1: 22,608 shares 22,608 $1.92M 0.03% +2,498 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,224 shares; 2024Q4: 30,402 shares; 2025Q1: 43,111 shares; 2025Q2: 19,923 shares; 2025Q3: 20,406 shares; 2025Q4: 20,267 shares; 2026Q1: 20,317 shares 20,317 $1.92M 0.03% +50 Timeline MGC 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: 65,141 shares; 2024Q4: 67,941 shares; 2025Q1: 65,199 shares; 2025Q2: 6,643 shares; 2025Q3: 7,026 shares; 2025Q4: 7,028 shares; 2026Q1: 8,127 shares 8,127 $1.92M 0.03% +1,099 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418,679 shares; 2024Q4: 2,706,838 shares; 2025Q1: 2,814,635 shares; 2025Q2: 379,393 shares; 2025Q3: 159,447 shares; 2025Q4: 149,765 shares; 2026Q1: 72,624 shares 72,624 $1.91M 0.03% -77,141 Timeline JPLD 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: 36,601 shares 36,601 $1.91M 0.03% new Timeline BBAG 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: 21,265 shares; 2025Q3: 26,876 shares; 2025Q4: 31,406 shares; 2026Q1: 41,362 shares 41,362 $1.91M 0.03% +9,956 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: 37,381 shares; 2024Q4: 65,601 shares; 2025Q1: 60,219 shares; 2025Q2: 50,297 shares; 2025Q3: 42,829 shares; 2025Q4: 39,544 shares; 2026Q1: 43,168 shares 43,168 $1.9M 0.03% +3,624 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,155 shares; 2025Q2: 38,021 shares; 2025Q3: 44,669 shares; 2025Q4: 30,321 shares; 2026Q1: 35,019 shares 35,019 $1.9M 0.03% +4,698 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: 15,094 shares; 2024Q4: 17,937 shares; 2025Q1: 16,582 shares; 2025Q2: 15,150 shares; 2025Q3: 15,111 shares; 2025Q4: 15,034 shares; 2026Q1: 15,047 shares 15,047 $1.88M 0.03% +13 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,716 shares; 2025Q3: 35,040 shares; 2025Q4: 38,421 shares; 2026Q1: 36,820 shares 36,820 $1.86M 0.03% -1,601 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 1,090 shares; 2025Q3: 1,738 shares; 2025Q4: 1,800 shares; 2026Q1: 2,540 shares 2,540 $1.86M 0.03% +740 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,155 shares; 2024Q4: 90,936 shares; 2025Q1: 61,478 shares; 2025Q2: 63,554 shares; 2025Q3: 32,464 shares; 2025Q4: 37,147 shares; 2026Q1: 38,310 shares 38,310 $1.85M 0.03% +1,163 Timeline IAI ISHARES 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: 12,132 shares; 2025Q1: 12,265 shares; 2025Q2: 12,048 shares; 2025Q3: 11,725 shares; 2025Q4: 11,683 shares; 2026Q1: 11,246 shares 11,246 $1.85M 0.03% -437 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: 5,703 shares; 2024Q4: 7,498 shares; 2025Q1: 24,941 shares; 2025Q2: 34,919 shares; 2025Q3: 37,677 shares; 2025Q4: 44,739 shares; 2026Q1: 47,668 shares 47,668 $1.83M 0.03% +2,929 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: 5,845 shares; 2024Q4: 5,736 shares; 2025Q1: 6,018 shares; 2025Q2: 5,982 shares; 2025Q3: 5,872 shares; 2025Q4: 5,858 shares; 2026Q1: 5,658 shares 5,658 $1.8M 0.03% -200 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: 7,245 shares; 2024Q4: 7,317 shares; 2025Q1: 7,414 shares; 2025Q2: 6,882 shares; 2025Q3: 7,190 shares; 2025Q4: 18,307 shares; 2026Q1: 17,878 shares 17,878 $1.79M 0.03% -429 Timeline RWO 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: 26,074 shares; 2024Q4: 26,512 shares; 2025Q1: 30,121 shares; 2025Q2: 31,176 shares; 2025Q3: 37,438 shares; 2025Q4: 37,602 shares; 2026Q1: 38,815 shares 38,815 $1.78M 0.03% +1,213 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: 20,891 shares; 2024Q4: 64,436 shares; 2025Q1: 80,142 shares; 2025Q2: 73,902 shares; 2025Q3: 71,488 shares; 2025Q4: 69,141 shares; 2026Q1: 69,172 shares 69,172 $1.77M 0.03% +31 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: 9,033 shares; 2024Q4: 9,651 shares; 2025Q1: 10,748 shares; 2025Q2: 10,258 shares; 2025Q3: 10,000 shares; 2025Q4: 9,372 shares; 2026Q1: 14,639 shares 14,639 $1.77M 0.03% +5,267 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: 31,527 shares; 2024Q4: 31,823 shares; 2025Q1: 39,646 shares; 2025Q2: 33,872 shares; 2025Q3: 33,218 shares; 2025Q4: 33,568 shares; 2026Q1: 32,939 shares 32,939 $1.73M 0.03% -629 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,001 shares; 2025Q2: 63,699 shares; 2025Q3: 62,302 shares; 2025Q4: 55,197 shares; 2026Q1: 35,910 shares 35,910 $1.73M 0.03% -19,287 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 8,749 shares; 2025Q1: 29,980 shares; 2025Q2: 143,379 shares; 2025Q3: 149,267 shares; 2025Q4: 11,506 shares; 2026Q1: 11,087 shares 11,087 $1.72M 0.03% -419 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: 4,447 shares; 2024Q4: 3,644 shares; 2025Q1: 3,548 shares; 2025Q2: 3,624 shares; 2025Q3: 3,181 shares; 2025Q4: 9,159 shares; 2026Q1: 19,133 shares 19,133 $1.7M 0.03% +9,974 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,623 shares; 2025Q1: 18,502 shares; 2025Q2: 42,083 shares; 2025Q3: 47,140 shares; 2025Q4: 41,403 shares; 2026Q1: 48,285 shares 48,285 $1.69M 0.03% +6,882 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,293 shares; 2026Q1: 29,699 shares 29,699 $1.69M 0.03% +2,406 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,128 shares; 2024Q4: 41,848 shares; 2025Q1: 45,803 shares; 2025Q2: 16,860 shares; 2025Q3: 17,692 shares; 2025Q4: 17,540 shares; 2026Q1: 25,434 shares 25,434 $1.69M 0.03% +7,894 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 11,554 shares; 2025Q1: 12,503 shares; 2025Q2: 12,628 shares; 2025Q3: 12,957 shares; 2025Q4: 13,199 shares; 2026Q1: 14,703 shares 14,703 $1.69M 0.03% +1,504 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,853 shares; 2025Q4: 17,853 shares; 2026Q1: 19,506 shares 19,506 $1.69M 0.03% +1,653 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,285 shares; 2025Q3: 63,544 shares; 2025Q4: 65,924 shares; 2026Q1: 65,924 shares 65,924 $1.68M 0.03% 0 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: 4,639 shares; 2024Q4: 6,219 shares; 2025Q1: 8,130 shares; 2025Q2: 7,028 shares; 2025Q3: 7,172 shares; 2025Q4: 7,424 shares; 2026Q1: 8,741 shares 8,741 $1.68M 0.03% +1,317 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 57,959 shares 57,959 $1.67M 0.03% +37,859 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 15,420 shares; 2025Q1: 15,316 shares; 2025Q2: 15,511 shares; 2025Q3: 14,855 shares; 2025Q4: 14,716 shares; 2026Q1: 14,079 shares 14,079 $1.67M 0.03% -637 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: 2,837 shares; 2024Q4: 2,633 shares; 2025Q1: 3,184 shares; 2025Q2: 3,649 shares; 2025Q3: 4,262 shares; 2025Q4: 3,858 shares; 2026Q1: 4,167 shares 4,167 $1.66M 0.03% +309 Timeline DFNM 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: 31,311 shares; 2024Q4: 32,965 shares; 2025Q1: 33,309 shares; 2025Q2: 33,685 shares; 2025Q3: 33,710 shares; 2025Q4: 33,838 shares; 2026Q1: 34,323 shares 34,323 $1.65M 0.03% +485 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: 13,966 shares; 2024Q4: 13,909 shares; 2025Q1: 15,991 shares; 2025Q2: 16,572 shares; 2025Q3: 15,024 shares; 2025Q4: 15,460 shares; 2026Q1: 13,832 shares 13,832 $1.64M 0.03% -1,628 Timeline ACYN 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: 80,458 shares 80,458 $1.64M 0.03% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,456 shares; 2024Q4: 23,156 shares; 2025Q1: 24,650 shares; 2025Q2: 22,989 shares; 2025Q3: 21,943 shares; 2025Q4: 22,480 shares; 2026Q1: 22,034 shares 22,034 $1.64M 0.03% -446 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,995 shares; 2025Q1: 9,814 shares; 2025Q2: 12,578 shares; 2025Q3: 14,079 shares; 2025Q4: 18,073 shares; 2026Q1: 23,021 shares 23,021 $1.63M 0.03% +4,948 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: 15,827 shares; 2024Q4: 15,722 shares; 2025Q1: 15,144 shares; 2025Q2: 15,045 shares; 2025Q3: 15,067 shares; 2025Q4: 16,037 shares; 2026Q1: 16,695 shares 16,695 $1.62M 0.03% +658 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,473 shares; 2025Q1: 5,544 shares; 2025Q2: 5,237 shares; 2025Q3: 5,420 shares; 2025Q4: 5,345 shares; 2026Q1: 5,167 shares 5,167 $1.62M 0.03% -178 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: 3,003 shares; 2024Q4: 3,038 shares; 2025Q1: 3,332 shares; 2025Q2: 3,147 shares; 2025Q3: 3,320 shares; 2025Q4: 4,672 shares; 2026Q1: 5,342 shares 5,342 $1.62M 0.03% +670 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: 10,373 shares; 2024Q4: 8,817 shares; 2025Q1: 8,487 shares; 2025Q2: 8,321 shares; 2025Q3: 8,055 shares; 2025Q4: 8,391 shares; 2026Q1: 8,481 shares 8,481 $1.61M 0.03% +90 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: 7,989 shares; 2024Q4: 7,704 shares; 2025Q1: 7,374 shares; 2025Q2: 7,001 shares; 2025Q3: 7,344 shares; 2025Q4: 7,358 shares; 2026Q1: 7,723 shares 7,723 $1.61M 0.03% +365 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: 2,788 shares; 2024Q4: 3,247 shares; 2025Q1: 4,264 shares; 2025Q2: 5,228 shares; 2025Q3: 2,931 shares; 2025Q4: 2,263 shares; 2026Q1: 8,083 shares 8,083 $1.6M 0.03% +5,820 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: 5,979 shares; 2024Q4: 5,390 shares; 2025Q1: 5,499 shares; 2025Q2: 4,563 shares; 2025Q3: 4,500 shares; 2025Q4: 4,686 shares; 2026Q1: 4,871 shares 4,871 $1.6M 0.03% +185 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,458 shares; 2025Q1: 13,160 shares; 2025Q2: 23,156 shares; 2025Q3: 28,751 shares; 2025Q4: 22,559 shares; 2026Q1: 29,620 shares 29,620 $1.6M 0.03% +7,061 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,873 shares 46,873 $1.59M 0.03% 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: 28,903 shares; 2024Q4: 49,982 shares; 2025Q1: 42,969 shares; 2025Q2: 46,022 shares; 2025Q3: 45,474 shares; 2025Q4: 45,031 shares; 2026Q1: 44,964 shares 44,964 $1.59M 0.03% -67 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,117 shares; 2025Q1: 9,203 shares; 2025Q2: 9,321 shares; 2025Q3: 9,147 shares; 2025Q4: 9,288 shares; 2026Q1: 9,360 shares 9,360 $1.58M 0.03% +72 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: 24,451 shares; 2024Q4: 24,308 shares; 2025Q1: 24,126 shares; 2025Q2: 27,993 shares; 2025Q3: 28,169 shares; 2025Q4: 28,717 shares; 2026Q1: 13,723 shares 13,723 $1.58M 0.03% -14,994 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 16,418 shares; 2025Q1: 19,264 shares; 2025Q2: 12,799 shares; 2025Q3: 11,789 shares; 2025Q4: 12,837 shares; 2026Q1: 19,761 shares 19,761 $1.57M 0.03% +6,924 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: 25,325 shares; 2024Q4: 26,631 shares; 2025Q1: 8,043 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares; 2025Q4: 4,123 shares; 2026Q1: 4,349 shares 4,349 $1.55M 0.03% +226 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,428 shares; 2024Q4: 34,280 shares; 2025Q1: 36,233 shares; 2025Q2: 37,430 shares; 2025Q3: 39,400 shares; 2025Q4: 39,108 shares; 2026Q1: 39,152 shares 39,152 $1.53M 0.03% +44 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: 8,950 shares; 2024Q4: 8,905 shares; 2025Q1: 12,242 shares; 2025Q2: 12,361 shares; 2025Q3: 13,843 shares; 2025Q4: 15,113 shares; 2026Q1: 16,241 shares 16,241 $1.52M 0.03% +1,128 Timeline RSPG 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: 17,238 shares; 2024Q4: 16,655 shares; 2025Q1: 16,113 shares; 2025Q2: 14,876 shares; 2025Q3: 14,735 shares; 2025Q4: 14,104 shares; 2026Q1: 13,841 shares 13,841 $1.52M 0.03% -263 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: 96,434 shares; 2024Q4: 664,847 shares; 2025Q1: 700,837 shares; 2025Q2: 18,345 shares; 2025Q3: 19,422 shares; 2025Q4: 20,794 shares; 2026Q1: 21,247 shares 21,247 $1.51M 0.03% +453 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,560 shares; 2025Q1: 5,308 shares; 2025Q2: 6,587 shares; 2025Q3: 7,651 shares; 2025Q4: 7,758 shares; 2026Q1: 8,711 shares 8,711 $1.51M 0.03% +953 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,847 shares; 2024Q4: 16,623 shares; 2025Q1: 17,731 shares; 2025Q2: 33,669 shares; 2025Q3: 34,028 shares; 2025Q4: 33,981 shares; 2026Q1: 33,635 shares 33,635 $1.5M 0.03% -346 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,844 shares; 2025Q3: 59,034 shares; 2025Q4: 52,602 shares; 2026Q1: 40,091 shares 40,091 $1.49M 0.03% -12,511 Timeline ACLO TCW ETF TRUST More: the full row for TCW 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: 29,320 shares 29,320 $1.48M 0.03% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,210 shares; 2024Q4: 27,588 shares; 2025Q1: 26,221 shares; 2025Q2: 28,507 shares; 2025Q3: 17,433 shares; 2025Q4: 32,397 shares; 2026Q1: 28,021 shares 28,021 $1.47M 0.03% -4,376 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 11,130 shares; 2026Q1: 11,590 shares 11,590 $1.46M 0.03% +460 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,137 shares; 2025Q2: 40,834 shares; 2025Q3: 42,325 shares; 2025Q4: 40,688 shares; 2026Q1: 40,339 shares 40,339 $1.46M 0.03% -349 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: 11,581 shares; 2024Q4: 11,365 shares; 2025Q1: 12,606 shares; 2025Q2: 8,983 shares; 2025Q3: 9,281 shares; 2025Q4: 10,113 shares; 2026Q1: 10,709 shares 10,709 $1.46M 0.03% +596 Timeline COPX 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: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 6,309 shares; 2025Q4: 12,740 shares; 2026Q1: 19,011 shares 19,011 $1.45M 0.03% +6,271 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,973 shares; 2024Q4: 2,142,296 shares; 2025Q1: 2,191,454 shares; 2025Q2: 34,888 shares; 2025Q3: 40,364 shares; 2025Q4: 34,627 shares; 2026Q1: 40,662 shares 40,662 $1.44M 0.03% +6,035 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,364 shares 27,364 $1.44M 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,873 shares; 2024Q4: 22,626 shares; 2025Q1: 27,916 shares; 2025Q2: 24,568 shares; 2025Q3: 21,984 shares; 2025Q4: 27,754 shares; 2026Q1: 30,103 shares 30,103 $1.42M 0.03% +2,349 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: 22,030 shares; 2024Q4: 23,982 shares; 2025Q1: 23,918 shares; 2025Q2: 23,897 shares; 2025Q3: 23,298 shares; 2025Q4: 21,857 shares; 2026Q1: 20,900 shares 20,900 $1.41M 0.03% -957 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,803 shares; 2025Q2: 4,803 shares; 2025Q3: 4,703 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares 4,911 $1.41M 0.03% 0 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: 12,132 shares; 2024Q4: 12,654 shares; 2025Q1: 12,668 shares; 2025Q2: 14,066 shares; 2025Q3: 14,671 shares; 2025Q4: 14,562 shares; 2026Q1: 14,573 shares 14,573 $1.38M 0.03% +11 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,710 shares; 2024Q4: 52,221 shares; 2025Q1: 43,152 shares; 2025Q2: 38,368 shares; 2025Q3: 36,089 shares; 2025Q4: 34,975 shares; 2026Q1: 34,657 shares 34,657 $1.38M 0.03% -318 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 797 shares; 2025Q1: 2,358 shares; 2025Q2: 2,451 shares; 2025Q3: 2,657 shares; 2025Q4: 3,231 shares; 2026Q1: 3,694 shares 3,694 $1.37M 0.02% +463 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: 3,521 shares; 2024Q4: 3,252 shares; 2025Q1: 3,151 shares; 2025Q2: 3,408 shares; 2025Q3: 3,478 shares; 2025Q4: 4,036 shares; 2026Q1: 6,153 shares 6,153 $1.35M 0.02% +2,117 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,119 shares; 2025Q1: 2,554 shares; 2025Q2: 2,534 shares; 2025Q3: 2,522 shares; 2025Q4: 2,538 shares; 2026Q1: 2,758 shares 2,758 $1.34M 0.02% +220 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,546 shares; 2024Q4: 9,446 shares; 2025Q1: 8,970 shares; 2025Q2: 14,832 shares; 2025Q3: 14,832 shares; 2025Q4: 10,972 shares; 2026Q1: 11,633 shares 11,633 $1.34M 0.02% +661 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 20,234 shares; 2025Q1: 18,306 shares; 2025Q2: 6,163 shares; 2025Q3: 5,850 shares; 2025Q4: 5,734 shares; 2026Q1: 5,431 shares 5,431 $1.32M 0.02% -303 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: 30,010 shares; 2024Q4: 6,910 shares; 2025Q1: 35,137 shares; 2025Q2: not reported; 2025Q3: 36,151 shares; 2025Q4: 31,444 shares; 2026Q1: 28,915 shares 28,915 $1.32M 0.02% -2,529 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: 37,174 shares; 2024Q4: 59,500 shares; 2025Q1: 164,278 shares; 2025Q2: 53,539 shares; 2025Q3: 51,329 shares; 2025Q4: 35,422 shares; 2026Q1: 26,148 shares 26,148 $1.32M 0.02% -9,274 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 26,764 shares; 2025Q1: 28,795 shares; 2025Q2: 24,385 shares; 2025Q3: 23,154 shares; 2025Q4: 23,427 shares; 2026Q1: 24,273 shares 24,273 $1.31M 0.02% +846 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,412 shares; 2024Q4: 28,482 shares; 2025Q1: 31,736 shares; 2025Q2: 31,940 shares; 2025Q3: 26,125 shares; 2025Q4: 25,231 shares; 2026Q1: 28,466 shares 28,466 $1.31M 0.02% +3,235 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: 8,154 shares; 2024Q4: 7,412 shares; 2025Q1: 7,632 shares; 2025Q2: 3,324 shares; 2025Q3: 3,861 shares; 2025Q4: 19,236 shares; 2026Q1: 12,473 shares 12,473 $1.3M 0.02% -6,763 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: 28,237 shares; 2024Q4: 28,226 shares; 2025Q1: 27,937 shares; 2025Q2: 25,526 shares; 2025Q3: 26,142 shares; 2025Q4: 24,932 shares; 2026Q1: 25,512 shares 25,512 $1.29M 0.02% +580 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: 3,705 shares; 2024Q4: 5,090 shares; 2025Q1: 5,629 shares; 2025Q2: 4,746 shares; 2025Q3: 5,106 shares; 2025Q4: 6,059 shares; 2026Q1: 6,224 shares 6,224 $1.28M 0.02% +165 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,041 shares; 2025Q3: 27,284 shares; 2025Q4: 32,799 shares; 2026Q1: 42,262 shares 42,262 $1.28M 0.02% +9,463 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,995 shares; 2024Q4: 25,985 shares; 2025Q1: 21,056 shares; 2025Q2: 18,850 shares; 2025Q3: 18,572 shares; 2025Q4: 28,662 shares; 2026Q1: 23,925 shares 23,925 $1.27M 0.02% -4,737 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: 15,452 shares; 2024Q4: 15,888 shares; 2025Q1: 17,438 shares; 2025Q2: 17,801 shares; 2025Q3: 20,013 shares; 2025Q4: 23,294 shares; 2026Q1: 23,480 shares 23,480 $1.25M 0.02% +186 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: 21,048 shares; 2024Q4: 12,544 shares; 2025Q1: 11,924 shares; 2025Q2: 10,401 shares; 2025Q3: 11,839 shares; 2025Q4: 12,994 shares; 2026Q1: 12,663 shares 12,663 $1.25M 0.02% -331 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: 12,320 shares; 2024Q4: 12,847 shares; 2025Q1: 16,407 shares; 2025Q2: 18,419 shares; 2025Q3: 37,839 shares; 2025Q4: 38,500 shares; 2026Q1: 19,739 shares 19,739 $1.24M 0.02% -18,761 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,180 shares; 2025Q1: 6,374 shares; 2025Q2: 6,551 shares; 2025Q3: 6,889 shares; 2025Q4: 6,660 shares; 2026Q1: 7,314 shares 7,314 $1.22M 0.02% +654 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,553 shares; 2024Q4: 8,925 shares; 2025Q1: 9,281 shares; 2025Q2: 8,397 shares; 2025Q3: 8,540 shares; 2025Q4: 8,627 shares; 2026Q1: 9,311 shares 9,311 $1.22M 0.02% +684 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,170 shares; 2024Q4: 11,244 shares; 2025Q1: 11,998 shares; 2025Q2: 12,214 shares; 2025Q3: 11,828 shares; 2025Q4: 10,514 shares; 2026Q1: 10,050 shares 10,050 $1.22M 0.02% -464 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 19,933 shares; 2025Q1: 18,705 shares; 2025Q2: 17,741 shares; 2025Q3: 17,411 shares; 2025Q4: 12,047 shares; 2026Q1: 20,795 shares 20,795 $1.22M 0.02% +8,748 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: 35,048 shares; 2024Q4: 35,983 shares; 2025Q1: 33,105 shares; 2025Q2: 22,872 shares; 2025Q3: 8,925 shares; 2025Q4: 5,906 shares; 2026Q1: 6,128 shares 6,128 $1.22M 0.02% +222 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,254 shares; 2025Q2: 1,251 shares; 2025Q3: 1,188 shares; 2025Q4: not reported; 2026Q1: 6,995 shares 6,995 $1.21M 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 16,049 shares; 2025Q1: 15,880 shares; 2025Q2: 13,416 shares; 2025Q3: 12,682 shares; 2025Q4: 12,161 shares; 2026Q1: 12,522 shares 12,522 $1.21M 0.02% +361 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: 12,901 shares; 2024Q4: 13,293 shares; 2025Q1: 12,831 shares; 2025Q2: 12,907 shares; 2025Q3: 13,259 shares; 2025Q4: 12,863 shares; 2026Q1: 12,413 shares 12,413 $1.2M 0.02% -450 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: 3,116 shares; 2024Q4: 2,922 shares; 2025Q1: 3,895 shares; 2025Q2: 4,826 shares; 2025Q3: 5,353 shares; 2025Q4: 6,395 shares; 2026Q1: 6,574 shares 6,574 $1.2M 0.02% +179 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: 23,841 shares; 2024Q4: 23,894 shares; 2025Q1: 23,774 shares; 2025Q2: 23,526 shares; 2025Q3: 24,479 shares; 2025Q4: 24,270 shares; 2026Q1: 24,286 shares 24,286 $1.19M 0.02% +16 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 8,016 shares; 2025Q1: 9,412 shares; 2025Q2: 11,466 shares; 2025Q3: 12,888 shares; 2025Q4: 14,177 shares; 2026Q1: 15,668 shares 15,668 $1.19M 0.02% +1,491 Timeline HOLA 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: 14,034 shares; 2025Q4: 25,253 shares; 2026Q1: 22,475 shares 22,475 $1.18M 0.02% -2,778 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,624 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,789 shares; 2025Q4: 3,417 shares; 2026Q1: 4,186 shares 4,186 $1.18M 0.02% +769 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: 2,318 shares; 2024Q4: 2,487 shares; 2025Q1: 2,925 shares; 2025Q2: 2,357 shares; 2025Q3: 2,255 shares; 2025Q4: 2,424 shares; 2026Q1: 4,315 shares 4,315 $1.18M 0.02% +1,891 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,595 shares; 2024Q4: 39,427 shares; 2025Q1: 41,071 shares; 2025Q2: 29,955 shares; 2025Q3: 44,918 shares; 2025Q4: 44,606 shares; 2026Q1: 47,039 shares 47,039 $1.17M 0.02% +2,433 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 5,125 shares 5,125 $1.15M 0.02% +3,662 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: 6,884 shares; 2024Q4: 7,221 shares; 2025Q1: 6,458 shares; 2025Q2: 6,356 shares; 2025Q3: 6,283 shares; 2025Q4: 12,835 shares; 2026Q1: 10,476 shares 10,476 $1.14M 0.02% -2,359 Timeline JGLO 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: 10,016 shares; 2025Q3: 11,787 shares; 2025Q4: 13,467 shares; 2026Q1: 17,478 shares 17,478 $1.14M 0.02% +4,011 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,659 shares; 2025Q3: 12,765 shares; 2025Q4: 15,746 shares; 2026Q1: 36,052 shares 36,052 $1.14M 0.02% +20,306 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 17,397 shares; 2025Q1: 16,141 shares; 2025Q2: 14,938 shares; 2025Q3: 12,297 shares; 2025Q4: 12,826 shares; 2026Q1: 12,356 shares 12,356 $1.13M 0.02% -470 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: 12,428 shares; 2024Q4: 11,852 shares; 2025Q1: 9,943 shares; 2025Q2: 11,322 shares; 2025Q3: 11,401 shares; 2025Q4: 11,762 shares; 2026Q1: 12,132 shares 12,132 $1.12M 0.02% +370 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 279 shares; 2026Q1: 264 shares 264 $1.11M 0.02% -15 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: 2,543 shares; 2024Q4: 2,721 shares; 2025Q1: 2,938 shares; 2025Q2: 3,499 shares; 2025Q3: 2,637 shares; 2025Q4: 2,614 shares; 2026Q1: 2,409 shares 2,409 $1.11M 0.02% -205 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: 42,981 shares; 2024Q4: 42,789 shares; 2025Q1: 41,125 shares; 2025Q2: 38,814 shares; 2025Q3: 38,889 shares; 2025Q4: 38,446 shares; 2026Q1: 38,630 shares 38,630 $1.11M 0.02% +184 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,476 shares; 2025Q1: 4,461 shares; 2025Q2: 4,462 shares; 2025Q3: 4,466 shares; 2025Q4: 4,467 shares; 2026Q1: 5,638 shares 5,638 $1.1M 0.02% +1,171 Timeline FIVA 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: 48,365 shares; 2025Q3: 60,689 shares; 2025Q4: 51,692 shares; 2026Q1: 31,626 shares 31,626 $1.1M 0.02% -20,066 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,316 shares; 2025Q3: 110,944 shares; 2025Q4: 56,598 shares; 2026Q1: 35,377 shares 35,377 $1.1M 0.02% -21,221 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 16,994 shares; 2025Q1: 13,434 shares; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 4,836 shares; 2026Q1: 5,386 shares 5,386 $1.1M 0.02% +550 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: 21,164 shares; 2024Q4: 22,209 shares; 2025Q1: 13,857 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares; 2025Q4: 12,719 shares; 2026Q1: 18,419 shares 18,419 $1.1M 0.02% +5,700 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,159 shares; 2024Q4: 10,444 shares; 2025Q1: 9,187 shares; 2025Q2: 7,552 shares; 2025Q3: 7,352 shares; 2025Q4: 6,750 shares; 2026Q1: 6,728 shares 6,728 $1.09M 0.02% -22 Timeline