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: 433,850 shares; 2024Q4: 101,032 shares; 2025Q1: 181,865 shares; 2025Q2: 237,713 shares; 2025Q3: 365,563 shares; 2025Q4: 11,206 shares; 2026Q1: 243,240 shares 243,240 $140M 4.96% +232,034 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: 11,615 shares; 2024Q4: 51,603 shares; 2025Q1: 27,641 shares; 2025Q2: 88,839 shares; 2025Q3: 323,900 shares; 2025Q4: 16,345 shares; 2026Q1: 202,796 shares 202,796 $132M 4.68% +186,451 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: 456,780 shares; 2024Q4: 580,566 shares; 2025Q1: 412,279 shares; 2025Q2: 349,343 shares; 2025Q3: 42,317 shares; 2025Q4: 23,612 shares; 2026Q1: 138,884 shares 138,884 $90.3M 3.19% +115,272 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451,918 shares; 2024Q4: 394,002 shares; 2025Q1: 823,610 shares; 2025Q2: 127,348 shares; 2025Q3: 497,659 shares; 2025Q4: 506,914 shares; 2026Q1: 461,152 shares 461,152 $80.4M 2.84% -45,762 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: 333,281 shares; 2024Q4: 91,811 shares; 2025Q1: 73,570 shares; 2025Q2: 30,045 shares; 2025Q3: 72,305 shares; 2025Q4: 161,547 shares; 2026Q1: 187,863 shares 187,863 $69.5M 2.46% +26,316 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,484 shares; 2024Q4: not reported; 2025Q1: 27,594 shares; 2025Q2: 85,147 shares; 2025Q3: 6,382 shares; 2025Q4: 15,795 shares; 2026Q1: 613,112 shares 613,112 $56.3M 1.99% +597,317 Timeline SQS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,939,800 shares 1,939,800 $47.3M 1.67% new 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: 195,212 shares; 2024Q4: 169,240 shares; 2025Q1: 119,610 shares; 2025Q2: 72,533 shares; 2025Q3: 123,841 shares; 2025Q4: 249,993 shares; 2026Q1: 176,202 shares 176,202 $44.7M 1.58% -73,791 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: not reported; 2024Q4: 15,242 shares; 2025Q1: 72,937 shares; 2025Q2: 39,097 shares; 2025Q3: 32,134 shares; 2025Q4: 40,955 shares; 2026Q1: 73,438 shares 73,438 $43.9M 1.55% +32,483 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: not reported; 2024Q4: not reported; 2025Q1: 115,818 shares; 2025Q2: not reported; 2025Q3: 6,244 shares; 2025Q4: 15,486 shares; 2026Q1: 356,509 shares 356,509 $38.9M 1.37% +341,023 Timeline TQQQ 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: 320,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,013 shares; 2025Q3: not reported; 2025Q4: 5,361 shares; 2026Q1: 908,472 shares 908,472 $37.9M 1.34% +903,111 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: 402,415 shares; 2024Q4: 107,555 shares; 2025Q1: 45,960 shares; 2025Q2: 71,136 shares; 2025Q3: 189,661 shares; 2025Q4: 234,434 shares; 2026Q1: 181,372 shares 181,372 $37.8M 1.34% -53,062 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 25 shares; 2025Q1: 7 shares; 2025Q2: 29 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $36.6M 1.29% 0 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: 177,247 shares; 2024Q4: 228,653 shares; 2025Q1: 36,302 shares; 2025Q2: 17,977 shares; 2025Q3: 227,903 shares; 2025Q4: 136,678 shares; 2026Q1: 539,265 shares 539,265 $33M 1.17% +402,587 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,000 shares; 2025Q4: not reported; 2026Q1: 680,871 shares 680,871 $32.6M 1.15% new 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: 400,319 shares; 2024Q4: 55,998 shares; 2025Q1: 77,631 shares; 2025Q2: 78,621 shares; 2025Q3: 77,522 shares; 2025Q4: 153,054 shares; 2026Q1: 107,242 shares 107,242 $30.8M 1.09% -45,812 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: 180,426 shares; 2024Q4: 18,845 shares; 2025Q1: 20,688 shares; 2025Q2: 29,526 shares; 2025Q3: 42,452 shares; 2025Q4: 102,931 shares; 2026Q1: 53,653 shares 53,653 $30.7M 1.09% -49,278 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: 258,708 shares; 2024Q4: 102,796 shares; 2025Q1: 76,181 shares; 2025Q2: 61,399 shares; 2025Q3: 103,085 shares; 2025Q4: 129,172 shares; 2026Q1: 96,579 shares 96,579 $29.9M 1.06% -32,593 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: 18,562 shares; 2024Q4: 5,288 shares; 2025Q1: 5,568 shares; 2025Q2: 1,401 shares; 2025Q3: 690 shares; 2025Q4: not reported; 2026Q1: 47,969 shares 47,969 $29.6M 1.05% new 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: 114,665 shares; 2024Q4: 18,826 shares; 2025Q1: 26,362 shares; 2025Q2: 34,125 shares; 2025Q3: 46,051 shares; 2025Q4: 158,629 shares; 2026Q1: 200,465 shares 200,465 $29.3M 1.04% +41,836 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: 20,203 shares; 2024Q4: 3,887 shares; 2025Q1: 7,584 shares; 2025Q2: 8,270 shares; 2025Q3: 19,155 shares; 2025Q4: 355,990 shares; 2026Q1: 284,195 shares 284,195 $27.3M 0.97% -71,795 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: 34,471 shares; 2024Q4: 66,454 shares; 2025Q1: 234,444 shares; 2025Q2: 13,742 shares; 2025Q3: 119,608 shares; 2025Q4: 212,418 shares; 2026Q1: 191,908 shares 191,908 $25.5M 0.9% -20,510 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: 321,316 shares; 2024Q4: 57,623 shares; 2025Q1: 45,338 shares; 2025Q2: 17,172 shares; 2025Q3: 34,878 shares; 2025Q4: 39,135 shares; 2026Q1: 71,340 shares 71,340 $24.1M 0.85% +32,205 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: not reported; 2024Q4: 137,994 shares; 2025Q1: 12,544 shares; 2025Q2: 43,087 shares; 2025Q3: 48,531 shares; 2025Q4: not reported; 2026Q1: 253,269 shares 253,269 $22.5M 0.79% new 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: 255,108 shares; 2024Q4: 75,859 shares; 2025Q1: 30,630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,034 shares; 2026Q1: 478,114 shares 478,114 $21.9M 0.78% +344,080 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: 820 shares; 2024Q4: not reported; 2025Q1: 21,942 shares; 2025Q2: 24,586 shares; 2025Q3: 9,393 shares; 2025Q4: 11,676 shares; 2026Q1: 69,271 shares 69,271 $21.7M 0.77% +57,595 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,833 shares; 2025Q3: 80,273 shares; 2025Q4: 60,029 shares; 2026Q1: 245,977 shares 245,977 $21.3M 0.75% +185,948 Timeline PPH 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: 3,762 shares; 2025Q4: not reported; 2026Q1: 202,425 shares 202,425 $21M 0.74% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 12,685 shares; 2025Q1: 9,712 shares; 2025Q2: not reported; 2025Q3: 17,992 shares; 2025Q4: 73,277 shares; 2026Q1: 160,258 shares 160,258 $19.2M 0.68% +86,981 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: 59,325 shares; 2024Q4: 87,241 shares; 2025Q1: 3,682 shares; 2025Q2: 15,741 shares; 2025Q3: not reported; 2025Q4: 16,246 shares; 2026Q1: 118,273 shares 118,273 $17.3M 0.61% +102,027 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,463 shares; 2025Q1: 4,980 shares; 2025Q2: not reported; 2025Q3: 10,906 shares; 2025Q4: 30,505 shares; 2026Q1: 140,190 shares 140,190 $17.2M 0.61% +109,685 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: 311,933 shares; 2024Q4: 1,582 shares; 2025Q1: 218,504 shares; 2025Q2: 471,762 shares; 2025Q3: 61,964 shares; 2025Q4: 184,523 shares; 2026Q1: 60,232 shares 60,232 $14.9M 0.53% -124,291 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: 106,015 shares; 2024Q4: 67,788 shares; 2025Q1: 3,869 shares; 2025Q2: 28,446 shares; 2025Q3: 78,297 shares; 2025Q4: not reported; 2026Q1: 134,625 shares 134,625 $14.9M 0.53% new Timeline ECML 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: 6,792 shares; 2024Q4: 47,876 shares; 2025Q1: 28,605 shares; 2025Q2: not reported; 2025Q3: 8,829 shares; 2025Q4: 8,001 shares; 2026Q1: 400,000 shares 400,000 $14.5M 0.51% +391,999 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,157 shares; 2025Q3: 93,845 shares; 2025Q4: 107,023 shares; 2026Q1: 206,532 shares 206,532 $14.2M 0.5% +99,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,871 shares; 2025Q3: 1,510 shares; 2025Q4: not reported; 2026Q1: 67,344 shares 67,344 $14.2M 0.5% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,650 shares; 2025Q4: 7,472 shares; 2026Q1: 257,835 shares 257,835 $14.1M 0.5% +250,363 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: 5,215 shares; 2024Q4: 10,497 shares; 2025Q1: 5,225 shares; 2025Q2: 2,345 shares; 2025Q3: 5,103 shares; 2025Q4: 9,004 shares; 2026Q1: 42,751 shares 42,751 $13.6M 0.48% +33,747 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: 3,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,622 shares; 2025Q3: 25,807 shares; 2025Q4: not reported; 2026Q1: 70,319 shares 70,319 $13.5M 0.48% new 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: 829,902 shares; 2024Q4: 161,558 shares; 2025Q1: 104,020 shares; 2025Q2: 87,625 shares; 2025Q3: 395,330 shares; 2025Q4: 236,090 shares; 2026Q1: 252,440 shares 252,440 $12.5M 0.44% +16,350 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: 77,755 shares; 2024Q4: 37,690 shares; 2025Q1: 147,684 shares; 2025Q2: 73,661 shares; 2025Q3: 463,249 shares; 2025Q4: 19,205 shares; 2026Q1: 123,681 shares 123,681 $12.4M 0.44% +104,476 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: 152,745 shares; 2024Q4: 57,248 shares; 2025Q1: 229,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,609 shares; 2026Q1: 239,098 shares 239,098 $11.9M 0.42% +146,489 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: 12,795 shares; 2024Q4: not reported; 2025Q1: 3,052 shares; 2025Q2: 22,049 shares; 2025Q3: 41,284 shares; 2025Q4: not reported; 2026Q1: 31,739 shares 31,739 $11.3M 0.4% new Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 14,447 shares; 2025Q1: 34,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,934 shares; 2026Q1: 347,995 shares 347,995 $10.9M 0.39% +321,061 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,173 shares; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 24,478 shares; 2026Q1: 145,578 shares 145,578 $10.9M 0.38% +121,100 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: 41,908 shares; 2024Q4: 154,009 shares; 2025Q1: 113,486 shares; 2025Q2: 27,489 shares; 2025Q3: not reported; 2025Q4: 5,108 shares; 2026Q1: 65,646 shares 65,646 $10.6M 0.38% +60,538 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: not reported; 2024Q4: not reported; 2025Q1: 61,089 shares; 2025Q2: 42,813 shares; 2025Q3: 18,355 shares; 2025Q4: 18,215 shares; 2026Q1: 55,444 shares 55,444 $10.5M 0.37% +37,229 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,266 shares; 2024Q4: 72,445 shares; 2025Q1: 45,287 shares; 2025Q2: 100,489 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,017 shares 81,017 $10.3M 0.36% new 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: 140,787 shares; 2024Q4: 38,483 shares; 2025Q1: 37,835 shares; 2025Q2: 8,721 shares; 2025Q3: 52,281 shares; 2025Q4: 63,566 shares; 2026Q1: 33,872 shares 33,872 $9.72M 0.34% -29,694 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: 190,325 shares; 2024Q4: not reported; 2025Q1: 21,656 shares; 2025Q2: 38,436 shares; 2025Q3: 60,733 shares; 2025Q4: 72,839 shares; 2026Q1: 122,382 shares 122,382 $9.37M 0.33% +49,543 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: 446,859 shares; 2024Q4: 13,414 shares; 2025Q1: 216,387 shares; 2025Q2: 99,364 shares; 2025Q3: 208,094 shares; 2025Q4: 29,602 shares; 2026Q1: 96,026 shares 96,026 $8.8M 0.31% +66,424 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: 13,519 shares; 2024Q4: 5,463 shares; 2025Q1: 11,952 shares; 2025Q2: 90,436 shares; 2025Q3: not reported; 2025Q4: 3,442 shares; 2026Q1: 92,360 shares 92,360 $8.59M 0.3% +88,918 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,487 shares; 2024Q4: not reported; 2025Q1: 9,924 shares; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 30,169 shares; 2026Q1: 21,217 shares 21,217 $8.58M 0.3% -8,952 Timeline SILJ 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: 485,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575,030 shares; 2025Q4: not reported; 2026Q1: 288,125 shares 288,125 $8.56M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,633 shares; 2026Q1: 85,544 shares 85,544 $8.38M 0.3% +73,911 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: not reported; 2024Q4: 3,638 shares; 2025Q1: 3,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,206 shares; 2026Q1: 99,881 shares 99,881 $8.27M 0.29% +63,675 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: 143,214 shares; 2025Q3: 111,659 shares; 2025Q4: not reported; 2026Q1: 169,210 shares 169,210 $7.9M 0.28% new Timeline NFRX 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 295,075 shares 295,075 $7.86M 0.28% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042,001 shares; 2024Q4: 4,999 shares; 2025Q1: 157,877 shares; 2025Q2: 151,082 shares; 2025Q3: not reported; 2025Q4: 100,292 shares; 2026Q1: 98,653 shares 98,653 $7.85M 0.28% -1,639 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: 400,413 shares; 2024Q4: 36,640 shares; 2025Q1: 620,974 shares; 2025Q2: 34,496 shares; 2025Q3: 39,536 shares; 2025Q4: 44,971 shares; 2026Q1: 21,006 shares 21,006 $7.81M 0.28% -23,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,079 shares; 2025Q3: 7,014 shares; 2025Q4: 4,518 shares; 2026Q1: 20,978 shares 20,978 $7.71M 0.27% +16,460 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: 32,274 shares; 2024Q4: 17,701 shares; 2025Q1: 7,543 shares; 2025Q2: 136,583 shares; 2025Q3: 22,801 shares; 2025Q4: 13,083 shares; 2026Q1: 35,532 shares 35,532 $7.59M 0.27% +22,449 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: 6,099 shares; 2024Q4: 19,128 shares; 2025Q1: 14,508 shares; 2025Q2: 10,429 shares; 2025Q3: 14,993 shares; 2025Q4: 45,027 shares; 2026Q1: 25,198 shares 25,198 $7.41M 0.26% -19,829 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: 12,087 shares; 2024Q4: 14,937 shares; 2025Q1: 8,776 shares; 2025Q2: 6,913 shares; 2025Q3: 19,686 shares; 2025Q4: 27,768 shares; 2026Q1: 14,836 shares 14,836 $7.11M 0.25% -12,932 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: 113,986 shares; 2024Q4: 92,804 shares; 2025Q1: 24,350 shares; 2025Q2: 24,025 shares; 2025Q3: 10,329 shares; 2025Q4: not reported; 2026Q1: 14,852 shares 14,852 $6.88M 0.24% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 7,728 shares; 2025Q1: 23,421 shares; 2025Q2: 41,627 shares; 2025Q3: 4,729 shares; 2025Q4: 20,538 shares; 2026Q1: 140,704 shares 140,704 $6.67M 0.24% +120,166 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,455 shares; 2026Q1: 124,634 shares 124,634 $6.59M 0.23% +114,179 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,334 shares; 2024Q4: 114,650 shares; 2025Q1: 146,931 shares; 2025Q2: not reported; 2025Q3: 26,376 shares; 2025Q4: 21,764 shares; 2026Q1: 63,336 shares 63,336 $5.99M 0.21% +41,572 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,702 shares; 2024Q4: 46,947 shares; 2025Q1: 132,015 shares; 2025Q2: 54,946 shares; 2025Q3: 111,415 shares; 2025Q4: not reported; 2026Q1: 134,092 shares 134,092 $5.92M 0.21% new 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: 9,550 shares; 2024Q4: 49,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,477 shares; 2026Q1: 174,071 shares 174,071 $5.81M 0.21% +160,594 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 261,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,942 shares; 2026Q1: 143,682 shares 143,682 $5.46M 0.19% -58,260 Timeline FBCV 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: 23,070 shares; 2025Q2: 33,310 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,311 shares 141,311 $5.08M 0.18% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,049 shares; 2025Q1: 34,581 shares; 2025Q2: 53,754 shares; 2025Q3: 50,838 shares; 2025Q4: not reported; 2026Q1: 171,658 shares 171,658 $5.06M 0.18% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: not reported; 2025Q3: 5,703 shares; 2025Q4: 22,435 shares; 2026Q1: 61,419 shares 61,419 $4.85M 0.17% +38,984 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,101 shares; 2025Q2: 5,846 shares; 2025Q3: not reported; 2025Q4: 15,748 shares; 2026Q1: 40,041 shares 40,041 $4.84M 0.17% +24,293 Timeline FDCF 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: 35,769 shares; 2025Q2: not reported; 2025Q3: 19,979 shares; 2025Q4: 63,362 shares; 2026Q1: 112,181 shares 112,181 $4.83M 0.17% +48,819 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: 9,026 shares; 2024Q4: 66,687 shares; 2025Q1: 4,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,400 shares; 2026Q1: 51,300 shares 51,300 $4.76M 0.17% -3,100 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,841 shares; 2025Q1: 12,771 shares; 2025Q2: 36,508 shares; 2025Q3: not reported; 2025Q4: 7,630 shares; 2026Q1: 38,277 shares 38,277 $4.64M 0.16% +30,647 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,802 shares 58,802 $4.54M 0.16% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,854 shares; 2025Q4: not reported; 2026Q1: 48,807 shares 48,807 $4.44M 0.16% new 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: 19,989 shares; 2024Q4: not reported; 2025Q1: 25,899 shares; 2025Q2: 59,441 shares; 2025Q3: 8,180 shares; 2025Q4: not reported; 2026Q1: 45,873 shares 45,873 $4.44M 0.16% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,354 shares; 2025Q4: 73,628 shares; 2026Q1: 48,297 shares 48,297 $4.35M 0.15% -25,331 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: 96,738 shares; 2024Q4: 19,495 shares; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 20,996 shares; 2025Q4: 16,265 shares; 2026Q1: 12,844 shares 12,844 $4.34M 0.15% -3,421 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,459 shares; 2024Q4: 72,013 shares; 2025Q1: 60,623 shares; 2025Q2: not reported; 2025Q3: 22,793 shares; 2025Q4: 13,850 shares; 2026Q1: 61,677 shares 61,677 $4.31M 0.15% +47,827 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: 18,976 shares; 2024Q4: 42,421 shares; 2025Q1: 44,100 shares; 2025Q2: 11,462 shares; 2025Q3: 29,817 shares; 2025Q4: 35,847 shares; 2026Q1: 34,545 shares 34,545 $4.29M 0.15% -1,302 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,135 shares; 2024Q4: 48,651 shares; 2025Q1: 7,955 shares; 2025Q2: 4,886 shares; 2025Q3: 43,412 shares; 2025Q4: 45,551 shares; 2026Q1: 43,339 shares 43,339 $4.29M 0.15% -2,212 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,359 shares; 2024Q4: 325,498 shares; 2025Q1: 25,335 shares; 2025Q2: 8,828 shares; 2025Q3: 745,968 shares; 2025Q4: 771,041 shares; 2026Q1: 118,206 shares 118,206 $4.24M 0.15% -652,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,679 shares 83,679 $4.2M 0.15% new 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: 8,062 shares; 2024Q4: 8,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 8,020 shares; 2026Q1: 9,625 shares 9,625 $4.14M 0.15% +1,605 Timeline ESML ISHARES 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: 87,593 shares 87,593 $4.12M 0.15% new 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: 123,669 shares; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 16,543 shares; 2025Q4: 15,162 shares; 2026Q1: 35,958 shares 35,958 $4.07M 0.14% +20,796 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,510 shares; 2026Q1: 35,062 shares 35,062 $4M 0.14% +32,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: not reported; 2026Q1: 36,288 shares 36,288 $3.98M 0.14% new Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,409 shares; 2025Q4: not reported; 2026Q1: 94,642 shares 94,642 $3.97M 0.14% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,288 shares 78,288 $3.94M 0.14% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 79,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,020 shares 83,020 $3.91M 0.14% new 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: 29,729 shares; 2024Q4: 11,980 shares; 2025Q1: 8,742 shares; 2025Q2: 5,189 shares; 2025Q3: 7,669 shares; 2025Q4: 28,527 shares; 2026Q1: 12,825 shares 12,825 $3.88M 0.14% -15,702 Timeline SCYB 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: not reported; 2025Q3: not reported; 2025Q4: 145,343 shares; 2026Q1: 146,362 shares 146,362 $3.81M 0.13% +1,019 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: 371,576 shares; 2024Q4: 328,431 shares; 2025Q1: 350,999 shares; 2025Q2: 164,115 shares; 2025Q3: 102,692 shares; 2025Q4: 85,478 shares; 2026Q1: 98,661 shares 98,661 $3.79M 0.13% +13,183 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: 12,366 shares; 2024Q4: 13,934 shares; 2025Q1: 11,480 shares; 2025Q2: 3,837 shares; 2025Q3: 6,599 shares; 2025Q4: 12,946 shares; 2026Q1: 25,681 shares 25,681 $3.78M 0.13% +12,735 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: 9,547 shares; 2024Q4: 19,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,612 shares; 2026Q1: 36,907 shares 36,907 $3.69M 0.13% +26,295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,536 shares; 2025Q3: 3,292 shares; 2025Q4: not reported; 2026Q1: 52,530 shares 52,530 $3.66M 0.13% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,421 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,686 shares 62,686 $3.65M 0.13% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,818 shares; 2024Q4: 9,211 shares; 2025Q1: 21,320 shares; 2025Q2: 15,752 shares; 2025Q3: not reported; 2025Q4: 18,783 shares; 2026Q1: 63,625 shares 63,625 $3.61M 0.13% +44,842 Timeline SLX 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: 3,649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,320 shares 39,320 $3.61M 0.13% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,699 shares; 2026Q1: 101,017 shares 101,017 $3.58M 0.13% +70,318 Timeline FLHY 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: not reported; 2025Q2: not reported; 2025Q3: 222,300 shares; 2025Q4: not reported; 2026Q1: 147,432 shares 147,432 $3.56M 0.13% new 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: 15,601 shares; 2024Q4: 17,396 shares; 2025Q1: not reported; 2025Q2: 122,893 shares; 2025Q3: 13,045 shares; 2025Q4: not reported; 2026Q1: 17,181 shares 17,181 $3.5M 0.12% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,391 shares; 2024Q4: 25,241 shares; 2025Q1: 39,322 shares; 2025Q2: 113,391 shares; 2025Q3: 33,043 shares; 2025Q4: 27,848 shares; 2026Q1: 29,526 shares 29,526 $3.5M 0.12% +1,678 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,502 shares; 2024Q4: 59,993 shares; 2025Q1: 17,085 shares; 2025Q2: 7,112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,425 shares 24,425 $3.47M 0.12% new 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: 37,609 shares; 2024Q4: 25,036 shares; 2025Q1: 2,927 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,553 shares 10,553 $3.47M 0.12% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 4,139 shares; 2025Q1: 8,356 shares; 2025Q2: 3,256 shares; 2025Q3: 4,575 shares; 2025Q4: 8,146 shares; 2026Q1: 3,719 shares 3,719 $3.42M 0.12% -4,427 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: 16,088 shares; 2024Q4: 6,906 shares; 2025Q1: 3,895 shares; 2025Q2: 2,611 shares; 2025Q3: 3,524 shares; 2025Q4: 10,568 shares; 2026Q1: 6,786 shares 6,786 $3.39M 0.12% -3,782 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: 691 shares; 2024Q4: 1,549 shares; 2025Q1: 4,014 shares; 2025Q2: 871 shares; 2025Q3: 4,148 shares; 2025Q4: 10,143 shares; 2026Q1: 4,001 shares 4,001 $3.38M 0.12% -6,142 Timeline CARZ 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: 33,303 shares; 2026Q1: 41,761 shares 41,761 $3.37M 0.12% +8,458 Timeline IBDY ISHARES 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: 129,668 shares 129,668 $3.35M 0.12% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 35,693 shares; 2025Q1: 26,158 shares; 2025Q2: 122,325 shares; 2025Q3: 110,396 shares; 2025Q4: 3,265 shares; 2026Q1: 31,412 shares 31,412 $3.33M 0.12% +28,147 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,453 shares; 2025Q4: 3,085 shares; 2026Q1: 24,511 shares 24,511 $3.26M 0.12% +21,426 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,052 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,664 shares 57,664 $3.26M 0.12% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,610 shares; 2025Q4: 11,359 shares; 2026Q1: 28,392 shares 28,392 $3.26M 0.12% +17,033 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,894 shares; 2025Q1: 19,536 shares; 2025Q2: 38,258 shares; 2025Q3: not reported; 2025Q4: 56,700 shares; 2026Q1: 74,108 shares 74,108 $3.21M 0.11% +17,408 Timeline XBI 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: 96,645 shares; 2024Q4: 68,932 shares; 2025Q1: 80,476 shares; 2025Q2: 132,820 shares; 2025Q3: 11,959 shares; 2025Q4: 93,078 shares; 2026Q1: 25,120 shares 25,120 $3.21M 0.11% -67,958 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,172 shares; 2024Q4: 65,079 shares; 2025Q1: 48,819 shares; 2025Q2: not reported; 2025Q3: 29,059 shares; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $3.2M 0.11% new Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,754 shares 32,754 $3.2M 0.11% new Timeline STXE 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: 19,190 shares; 2024Q4: 90,392 shares; 2025Q1: 179,131 shares; 2025Q2: not reported; 2025Q3: 26,231 shares; 2025Q4: 53,909 shares; 2026Q1: 81,444 shares 81,444 $3.18M 0.11% +27,535 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,317 shares; 2026Q1: 70,444 shares 70,444 $3.16M 0.11% +2,127 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,119 shares; 2025Q3: 10,914 shares; 2025Q4: 10,270 shares; 2026Q1: 45,413 shares 45,413 $3.15M 0.11% +35,143 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: 1,509 shares; 2024Q4: 5,761 shares; 2025Q1: 5,959 shares; 2025Q2: 2,199 shares; 2025Q3: 10,184 shares; 2025Q4: 4,276 shares; 2026Q1: 3,082 shares 3,082 $3.07M 0.11% -1,194 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,282 shares 13,282 $3.04M 0.11% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,394 shares; 2026Q1: 55,141 shares 55,141 $3.04M 0.11% +23,747 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: not reported; 2025Q3: 9,882 shares; 2025Q4: not reported; 2026Q1: 51,239 shares 51,239 $2.97M 0.1% new Timeline DUSL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,633 shares; 2024Q4: 30,705 shares; 2025Q1: 30,798 shares; 2025Q2: 29,399 shares; 2025Q3: 36,306 shares; 2025Q4: 35,903 shares; 2026Q1: 40,065 shares 40,065 $2.94M 0.1% +4,162 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: 14,509 shares; 2024Q4: 14,520 shares; 2025Q1: 11,948 shares; 2025Q2: 8,092 shares; 2025Q3: 11,480 shares; 2025Q4: 33,780 shares; 2026Q1: 11,972 shares 11,972 $2.93M 0.1% -21,808 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: 12,523 shares; 2024Q4: not reported; 2025Q1: 26,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,143 shares 49,143 $2.91M 0.1% new 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: 16,530 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 6,523 shares; 2025Q3: 368 shares; 2025Q4: 20,588 shares; 2026Q1: 4,121 shares 4,121 $2.88M 0.1% -16,467 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,912 shares; 2024Q4: 31,833 shares; 2025Q1: 14,325 shares; 2025Q2: 44,019 shares; 2025Q3: 32,649 shares; 2025Q4: 21,473 shares; 2026Q1: 47,654 shares 47,654 $2.86M 0.1% +26,181 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,998 shares; 2025Q3: 88,539 shares; 2025Q4: 38,818 shares; 2026Q1: 93,996 shares 93,996 $2.83M 0.1% +55,178 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,563 shares; 2024Q4: not reported; 2025Q1: 36,373 shares; 2025Q2: 120,092 shares; 2025Q3: 26,349 shares; 2025Q4: 22,291 shares; 2026Q1: 15,064 shares 15,064 $2.79M 0.1% -7,227 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: not reported; 2026Q1: 147,014 shares 147,014 $2.78M 0.1% new 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: 16,001 shares; 2025Q2: 46,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,737 shares 47,737 $2.78M 0.1% new Timeline OXY/WS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,670 shares 64,670 $2.77M 0.1% new 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: 11,939 shares; 2024Q4: 21,127 shares; 2025Q1: 24,416 shares; 2025Q2: 2,592 shares; 2025Q3: 15,102 shares; 2025Q4: 20,127 shares; 2026Q1: 19,106 shares 19,106 $2.76M 0.1% -1,021 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,304 shares 46,304 $2.74M 0.1% new 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: 517,062 shares; 2024Q4: 79,336 shares; 2025Q1: 33,534 shares; 2025Q2: 10,818 shares; 2025Q3: 74,006 shares; 2025Q4: 52,535 shares; 2026Q1: 13,255 shares 13,255 $2.7M 0.1% -39,280 Timeline REMX 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: 46,987 shares; 2025Q4: 4,683 shares; 2026Q1: 30,625 shares 30,625 $2.69M 0.1% +25,942 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,550 shares; 2025Q2: 101,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,957 shares 110,957 $2.69M 0.1% new Timeline FLKR 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: 22,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,335 shares 67,335 $2.68M 0.09% new 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: 8,334 shares; 2024Q4: 5,376 shares; 2025Q1: 46,752 shares; 2025Q2: 6,406 shares; 2025Q3: 7,608 shares; 2025Q4: not reported; 2026Q1: 48,570 shares 48,570 $2.68M 0.09% new 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: 9,094 shares; 2025Q2: not reported; 2025Q3: 30,567 shares; 2025Q4: 2,336 shares; 2026Q1: 22,764 shares 22,764 $2.67M 0.09% +20,428 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: not reported; 2025Q2: not reported; 2025Q3: 5,945 shares; 2025Q4: 17,410 shares; 2026Q1: 66,516 shares 66,516 $2.65M 0.09% +49,106 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,436 shares 28,436 $2.65M 0.09% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,339 shares; 2024Q4: 17,257 shares; 2025Q1: 27,445 shares; 2025Q2: not reported; 2025Q3: 32,050 shares; 2025Q4: not reported; 2026Q1: 30,202 shares 30,202 $2.63M 0.09% new Timeline LCTU 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: 20,887 shares; 2025Q2: 15,854 shares; 2025Q3: 10,061 shares; 2025Q4: not reported; 2026Q1: 37,400 shares 37,400 $2.62M 0.09% new 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: 1,792 shares; 2024Q4: 1,764 shares; 2025Q1: 2,321 shares; 2025Q2: not reported; 2025Q3: 2,166 shares; 2025Q4: 10,694 shares; 2026Q1: 3,673 shares 3,673 $2.6M 0.09% -7,021 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: 25,547 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,897 shares; 2025Q3: 51,183 shares; 2025Q4: 12,464 shares; 2026Q1: 81,777 shares 81,777 $2.58M 0.09% +69,313 Timeline EWG 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: 17,079 shares; 2024Q4: 31,559 shares; 2025Q1: 210,051 shares; 2025Q2: 125,493 shares; 2025Q3: 5,305 shares; 2025Q4: 32,980 shares; 2026Q1: 64,804 shares 64,804 $2.57M 0.09% +31,824 Timeline SPHB 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: 64,965 shares; 2025Q2: not reported; 2025Q3: 40,841 shares; 2025Q4: not reported; 2026Q1: 22,150 shares 22,150 $2.57M 0.09% 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: 13,873 shares; 2024Q4: not reported; 2025Q1: 6,439 shares; 2025Q2: 40,602 shares; 2025Q3: 15,301 shares; 2025Q4: 16,469 shares; 2026Q1: 6,001 shares 6,001 $2.56M 0.09% -10,468 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: 24,298 shares; 2024Q4: 37,384 shares; 2025Q1: 55,938 shares; 2025Q2: 14,608 shares; 2025Q3: 28,179 shares; 2025Q4: 27,915 shares; 2026Q1: 33,614 shares 33,614 $2.56M 0.09% +5,699 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,221 shares 22,221 $2.52M 0.09% new 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: 19,596 shares; 2024Q4: 2,967 shares; 2025Q1: 4,760 shares; 2025Q2: 9,436 shares; 2025Q3: 3,373 shares; 2025Q4: 118,667 shares; 2026Q1: 23,946 shares 23,946 $2.5M 0.09% -94,721 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,583 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,972 shares; 2026Q1: 29,575 shares 29,575 $2.45M 0.09% +18,603 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: 43,373 shares; 2024Q4: not reported; 2025Q1: 2,237 shares; 2025Q2: 13,076 shares; 2025Q3: 26,585 shares; 2025Q4: 8,845 shares; 2026Q1: 26,308 shares 26,308 $2.44M 0.09% +17,463 Timeline USDX 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: not reported; 2024Q4: not reported; 2025Q1: 19,691 shares; 2025Q2: not reported; 2025Q3: 12,434 shares; 2025Q4: not reported; 2026Q1: 94,670 shares 94,670 $2.43M 0.09% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: not reported; 2025Q1: 21,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,486 shares; 2026Q1: 39,470 shares 39,470 $2.41M 0.09% +12,984 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,451 shares; 2026Q1: 82,066 shares 82,066 $2.41M 0.09% +52,615 Timeline MARS ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 92,901 shares 92,901 $2.38M 0.08% new Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,338 shares 52,338 $2.37M 0.08% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,392 shares; 2025Q3: not reported; 2025Q4: 11,205 shares; 2026Q1: 33,305 shares 33,305 $2.36M 0.08% +22,100 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: 18,112 shares; 2024Q4: not reported; 2025Q1: 2,801 shares; 2025Q2: 5,855 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,063 shares 13,063 $2.35M 0.08% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,420 shares 26,420 $2.33M 0.08% new Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: not reported; 2025Q1: 104,860 shares; 2025Q2: 9,295 shares; 2025Q3: 75,025 shares; 2025Q4: 39,231 shares; 2026Q1: 38,994 shares 38,994 $2.32M 0.08% -237 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,717 shares; 2024Q4: 10,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,479 shares; 2025Q4: not reported; 2026Q1: 21,213 shares 21,213 $2.3M 0.08% new 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: 36,053 shares; 2024Q4: 14,900 shares; 2025Q1: 18,151 shares; 2025Q2: 4,239 shares; 2025Q3: 8,936 shares; 2025Q4: 8,999 shares; 2026Q1: 13,733 shares 13,733 $2.27M 0.08% +4,734 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,433 shares; 2024Q4: not reported; 2025Q1: 17,151 shares; 2025Q2: 32,872 shares; 2025Q3: 2,199 shares; 2025Q4: 2,170 shares; 2026Q1: 11,277 shares 11,277 $2.25M 0.08% +9,107 Timeline FLEE 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: 115,950 shares; 2025Q2: 111,483 shares; 2025Q3: 92,954 shares; 2025Q4: 149,976 shares; 2026Q1: 61,678 shares 61,678 $2.24M 0.08% -88,298 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 12,673 shares; 2025Q1: 29,020 shares; 2025Q2: 7,972 shares; 2025Q3: 9,746 shares; 2025Q4: 25,925 shares; 2026Q1: 29,034 shares 29,034 $2.23M 0.08% +3,109 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: 50,433 shares; 2024Q4: 8,044 shares; 2025Q1: 6,214 shares; 2025Q2: 12,539 shares; 2025Q3: 8,128 shares; 2025Q4: 13,938 shares; 2026Q1: 6,714 shares 6,714 $2.21M 0.08% -7,224 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 4,033 shares; 2025Q1: 1,668 shares; 2025Q2: 7,971 shares; 2025Q3: 3,219 shares; 2025Q4: 6,168 shares; 2026Q1: 11,108 shares 11,108 $2.2M 0.08% +4,940 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly 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: 3,637 shares; 2026Q1: 24,113 shares 24,113 $2.19M 0.08% +20,476 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,644 shares; 2026Q1: 69,653 shares 69,653 $2.19M 0.08% -82,991 Timeline KBE 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: 4,400 shares; 2025Q1: not reported; 2025Q2: 27,201 shares; 2025Q3: not reported; 2025Q4: 6,590 shares; 2026Q1: 36,689 shares 36,689 $2.18M 0.08% +30,099 Timeline BLOK 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: not reported; 2024Q4: not reported; 2025Q1: 34,583 shares; 2025Q2: not reported; 2025Q3: 41,984 shares; 2025Q4: not reported; 2026Q1: 43,858 shares 43,858 $2.18M 0.08% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 5,459 shares; 2026Q1: 34,430 shares 34,430 $2.13M 0.08% +28,971 Timeline UPRO 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: 11,052 shares; 2024Q4: not reported; 2025Q1: 7,317 shares; 2025Q2: 47,814 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,922 shares 21,922 $2.13M 0.08% new 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: 19,366 shares; 2024Q4: 12,237 shares; 2025Q1: 69,090 shares; 2025Q2: 34,889 shares; 2025Q3: 24,070 shares; 2025Q4: 19,002 shares; 2026Q1: 22,795 shares 22,795 $2.12M 0.07% +3,793 Timeline TECB ISHARES 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: 4,081 shares; 2025Q3: 5,170 shares; 2025Q4: 37,850 shares; 2026Q1: 37,850 shares 37,850 $2.1M 0.07% 0 Timeline SMMV ISHARES 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: 47,778 shares 47,778 $2.08M 0.07% new Timeline FNX 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: 38,305 shares; 2024Q4: 29,794 shares; 2025Q1: 55,880 shares; 2025Q2: 14,259 shares; 2025Q3: 2,164 shares; 2025Q4: 5,056 shares; 2026Q1: 16,241 shares 16,241 $2.08M 0.07% +11,185 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 37,441 shares; 2025Q1: 45,498 shares; 2025Q2: not reported; 2025Q3: 18,373 shares; 2025Q4: 23,912 shares; 2026Q1: 11,050 shares 11,050 $2.08M 0.07% -12,862 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: not reported; 2024Q4: not reported; 2025Q1: 13,703 shares; 2025Q2: 151,166 shares; 2025Q3: 48,244 shares; 2025Q4: 9,188 shares; 2026Q1: 33,232 shares 33,232 $2.08M 0.07% +24,044 Timeline XHB 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: 82,558 shares; 2024Q4: 93,571 shares; 2025Q1: 71,258 shares; 2025Q2: 20,447 shares; 2025Q3: 48,805 shares; 2025Q4: not reported; 2026Q1: 20,948 shares 20,948 $2.07M 0.07% new 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: 9,585 shares; 2024Q4: not reported; 2025Q1: 15,160 shares; 2025Q2: 25,954 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,196 shares 32,196 $2.06M 0.07% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,728 shares; 2024Q4: not reported; 2025Q1: 80,731 shares; 2025Q2: 29,269 shares; 2025Q3: 22,969 shares; 2025Q4: 83,172 shares; 2026Q1: 35,939 shares 35,939 $2.05M 0.07% -47,233 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,203 shares; 2025Q3: 1,957 shares; 2025Q4: 1,742 shares; 2026Q1: 8,213 shares 8,213 $2.04M 0.07% +6,471 Timeline HELS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 86,135 shares 86,135 $2.03M 0.07% 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: 20,853 shares; 2024Q4: 22,449 shares; 2025Q1: 19,062 shares; 2025Q2: 7,969 shares; 2025Q3: 28,531 shares; 2025Q4: 13,428 shares; 2026Q1: 13,044 shares 13,044 $2.03M 0.07% -384 Timeline FAZ DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,462 shares; 2026Q1: 39,938 shares 39,938 $2.02M 0.07% -14,524 Timeline GSIB THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 6,522 shares; 2025Q1: not reported; 2025Q2: 31,730 shares; 2025Q3: not reported; 2025Q4: 9,181 shares; 2026Q1: 39,462 shares 39,462 $2.01M 0.07% +30,281 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: not reported; 2026Q1: 50,462 shares 50,462 $2.01M 0.07% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,870 shares; 2025Q4: 541,305 shares; 2026Q1: 115,291 shares 115,291 $2M 0.07% -426,014 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: 14,907 shares; 2024Q4: 3,037 shares; 2025Q1: 2,692 shares; 2025Q2: 3,374 shares; 2025Q3: 12,937 shares; 2025Q4: 5,705 shares; 2026Q1: 4,018 shares 4,018 $1.99M 0.07% -1,687 Timeline PBW 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: 44,093 shares; 2025Q3: 31,112 shares; 2025Q4: 11,300 shares; 2026Q1: 63,062 shares 63,062 $1.99M 0.07% +51,762 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: 37,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,414 shares; 2025Q3: 5,528 shares; 2025Q4: 13,057 shares; 2026Q1: 20,297 shares 20,297 $1.97M 0.07% +7,240 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,377 shares; 2024Q4: 31,497 shares; 2025Q1: 20,258 shares; 2025Q2: 22,318 shares; 2025Q3: 23,557 shares; 2025Q4: 28,379 shares; 2026Q1: 45,329 shares 45,329 $1.96M 0.07% +16,950 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: not reported; 2025Q1: 21,554 shares; 2025Q2: not reported; 2025Q3: 10,376 shares; 2025Q4: not reported; 2026Q1: 21,057 shares 21,057 $1.95M 0.07% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,516 shares 160,516 $1.95M 0.07% new Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,457 shares; 2026Q1: 34,648 shares 34,648 $1.95M 0.07% +25,191 Timeline LVHD 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: 10,000 shares; 2024Q4: 38,437 shares; 2025Q1: not reported; 2025Q2: 27,482 shares; 2025Q3: 8,542 shares; 2025Q4: not reported; 2026Q1: 45,649 shares 45,649 $1.94M 0.07% new 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: 48,249 shares; 2024Q4: 34,716 shares; 2025Q1: 30,355 shares; 2025Q2: 27,189 shares; 2025Q3: 6,705 shares; 2025Q4: 42,959 shares; 2026Q1: 11,368 shares 11,368 $1.93M 0.07% -31,591 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: 289,402 shares; 2024Q4: 83,606 shares; 2025Q1: 34,476 shares; 2025Q2: 24,780 shares; 2025Q3: 32,994 shares; 2025Q4: 100,226 shares; 2026Q1: 39,372 shares 39,372 $1.92M 0.07% -60,854 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,308 shares; 2025Q1: 7,118 shares; 2025Q2: not reported; 2025Q3: 5,223 shares; 2025Q4: 13,003 shares; 2026Q1: 11,723 shares 11,723 $1.92M 0.07% -1,280 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: 3,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,506 shares 7,506 $1.91M 0.07% new Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,128 shares; 2025Q2: 34,681 shares; 2025Q3: not reported; 2025Q4: 35,480 shares; 2026Q1: 46,928 shares 46,928 $1.9M 0.07% +11,448 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: 95,971 shares; 2025Q4: not reported; 2026Q1: 55,533 shares 55,533 $1.89M 0.07% new Timeline VPL 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: not reported; 2024Q4: not reported; 2025Q1: 17,808 shares; 2025Q2: 5,118 shares; 2025Q3: 7,294 shares; 2025Q4: 6,336 shares; 2026Q1: 19,276 shares 19,276 $1.88M 0.07% +12,940 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: 135,242 shares; 2024Q4: 27,225 shares; 2025Q1: 18,033 shares; 2025Q2: 12,464 shares; 2025Q3: 17,423 shares; 2025Q4: 46,830 shares; 2026Q1: 23,635 shares 23,635 $1.88M 0.07% -23,195 Timeline RDIV 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: 32,692 shares; 2025Q1: 5,949 shares; 2025Q2: 7,047 shares; 2025Q3: 14,980 shares; 2025Q4: not reported; 2026Q1: 33,775 shares 33,775 $1.88M 0.07% new Timeline EZU 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: 6,449 shares; 2024Q4: 18,886 shares; 2025Q1: 9,284 shares; 2025Q2: 18,108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,990 shares 29,990 $1.88M 0.07% new 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: not reported; 2024Q4: 2,500 shares; 2025Q1: 3,820 shares; 2025Q2: 6,246 shares; 2025Q3: 2,403 shares; 2025Q4: 24,554 shares; 2026Q1: 16,787 shares 16,787 $1.87M 0.07% -7,767 Timeline STXG 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: 68,605 shares; 2024Q4: not reported; 2025Q1: 44,886 shares; 2025Q2: 28,438 shares; 2025Q3: 19,229 shares; 2025Q4: 14,446 shares; 2026Q1: 39,845 shares 39,845 $1.87M 0.07% +25,399 Timeline SSPY EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,340 shares; 2024Q4: 4,726 shares; 2025Q1: 17,770 shares; 2025Q2: 16,217 shares; 2025Q3: 46,316 shares; 2025Q4: 7,872 shares; 2026Q1: 21,014 shares 21,014 $1.86M 0.07% +13,142 Timeline EVUS ISHARES 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: 38,781 shares; 2026Q1: 57,973 shares 57,973 $1.85M 0.07% +19,192 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,524 shares; 2025Q2: 76,159 shares; 2025Q3: 25,235 shares; 2025Q4: 40,506 shares; 2026Q1: 49,063 shares 49,063 $1.83M 0.06% +8,557 Timeline LDEM ISHARES 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: 31,255 shares 31,255 $1.81M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,552 shares; 2025Q3: 96,237 shares; 2025Q4: 54,590 shares; 2026Q1: 39,710 shares 39,710 $1.81M 0.06% -14,880 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,368 shares; 2025Q1: 3,452 shares; 2025Q2: 924 shares; 2025Q3: 6,455 shares; 2025Q4: 3,245 shares; 2026Q1: 4,531 shares 4,531 $1.8M 0.06% +1,286 Timeline ORCS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,779 shares 52,779 $1.8M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,660 shares; 2025Q4: not reported; 2026Q1: 23,762 shares 23,762 $1.8M 0.06% new Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,284 shares; 2024Q4: not reported; 2025Q1: 18,307 shares; 2025Q2: 18,948 shares; 2025Q3: 27,770 shares; 2025Q4: 22,549 shares; 2026Q1: 33,053 shares 33,053 $1.79M 0.06% +10,504 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: 12,258 shares; 2024Q4: 5,117 shares; 2025Q1: 4,765 shares; 2025Q2: 4,708 shares; 2025Q3: 13,622 shares; 2025Q4: 11,798 shares; 2026Q1: 5,053 shares 5,053 $1.78M 0.06% -6,745 Timeline URTY 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: 118,517 shares; 2024Q4: not reported; 2025Q1: 117,309 shares; 2025Q2: 64,737 shares; 2025Q3: not reported; 2025Q4: 4,963 shares; 2026Q1: 34,494 shares 34,494 $1.78M 0.06% +29,531 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: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: not reported; 2025Q3: 2,577 shares; 2025Q4: 13,187 shares; 2026Q1: 7,495 shares 7,495 $1.77M 0.06% -5,692 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,589 shares; 2025Q2: 23,271 shares; 2025Q3: 22,883 shares; 2025Q4: 25,339 shares; 2026Q1: 49,822 shares 49,822 $1.76M 0.06% +24,483 Timeline IPAY 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: not reported; 2024Q4: 14,733 shares; 2025Q1: 11,643 shares; 2025Q2: 10,578 shares; 2025Q3: 39,420 shares; 2025Q4: 40,292 shares; 2026Q1: 40,957 shares 40,957 $1.75M 0.06% +665 Timeline HEFT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 65,199 shares 65,199 $1.74M 0.06% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,931 shares; 2025Q4: not reported; 2026Q1: 88,138 shares 88,138 $1.72M 0.06% new 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: 7,980 shares; 2024Q4: 3,969 shares; 2025Q1: not reported; 2025Q2: 14,236 shares; 2025Q3: not reported; 2025Q4: 7,035 shares; 2026Q1: 22,320 shares 22,320 $1.72M 0.06% +15,285 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,400 shares; 2024Q4: 23,736 shares; 2025Q1: 9,932 shares; 2025Q2: 1,570 shares; 2025Q3: 8,205 shares; 2025Q4: 1,398 shares; 2026Q1: 13,704 shares 13,704 $1.71M 0.06% +12,306 Timeline USMC 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: 6,745 shares; 2024Q4: not reported; 2025Q1: 17,534 shares; 2025Q2: 56,475 shares; 2025Q3: 7,488 shares; 2025Q4: 17,523 shares; 2026Q1: 26,511 shares 26,511 $1.7M 0.06% +8,988 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: 83,164 shares; 2024Q4: 19,899 shares; 2025Q1: 177,711 shares; 2025Q2: 48,504 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,944 shares 39,944 $1.7M 0.06% new Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: not reported; 2025Q1: 17,453 shares; 2025Q2: not reported; 2025Q3: 28,754 shares; 2025Q4: 36,139 shares; 2026Q1: 45,958 shares 45,958 $1.7M 0.06% +9,819 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,953 shares; 2024Q4: 4,596 shares; 2025Q1: 3,154 shares; 2025Q2: 12,344 shares; 2025Q3: 4,010 shares; 2025Q4: 8,291 shares; 2026Q1: 12,827 shares 12,827 $1.7M 0.06% +4,536 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: 4,744 shares; 2024Q4: not reported; 2025Q1: 7,722 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,341 shares 40,341 $1.68M 0.06% new Timeline IYC ISHARES 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: 15,240 shares; 2025Q2: 4,083 shares; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 17,125 shares 17,125 $1.66M 0.06% +7,200 Timeline EVE HLDG INC EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174,179 shares; 2026Q1: 4,144,293 shares 4,144,293 $1.66M 0.06% -29,886 COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,790 shares; 2025Q1: 33,376 shares; 2025Q2: 20,741 shares; 2025Q3: 10,871 shares; 2025Q4: not reported; 2026Q1: 60,288 shares 60,288 $1.65M 0.06% new Timeline VNQI 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: not reported; 2024Q4: 6,354 shares; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 8,003 shares; 2025Q4: 9,797 shares; 2026Q1: 37,037 shares 37,037 $1.65M 0.06% +27,240 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: 26,740 shares; 2024Q4: not reported; 2025Q1: 86,739 shares; 2025Q2: not reported; 2025Q3: 15,338 shares; 2025Q4: not reported; 2026Q1: 40,751 shares 40,751 $1.64M 0.06% new 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: 26,351 shares; 2025Q1: 8,456 shares; 2025Q2: not reported; 2025Q3: 7,254 shares; 2025Q4: not reported; 2026Q1: 29,705 shares 29,705 $1.63M 0.06% new Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: not reported; 2025Q1: 38,088 shares; 2025Q2: 17,970 shares; 2025Q3: 29,461 shares; 2025Q4: 23,054 shares; 2026Q1: 30,595 shares 30,595 $1.59M 0.06% +7,541 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: 11,559 shares; 2024Q4: 11,090 shares; 2025Q1: 11,026 shares; 2025Q2: 4,393 shares; 2025Q3: 7,288 shares; 2025Q4: 17,038 shares; 2026Q1: 9,672 shares 9,672 $1.59M 0.06% -7,366 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,091 shares; 2026Q1: 27,974 shares 27,974 $1.58M 0.06% +21,883 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,968 shares; 2025Q3: 22,147 shares; 2025Q4: not reported; 2026Q1: 80,517 shares 80,517 $1.58M 0.06% new Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 18,740 shares; 2026Q1: 34,764 shares 34,764 $1.58M 0.06% +16,024 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: 267,133 shares; 2024Q4: 16,406 shares; 2025Q1: 8,491 shares; 2025Q2: 5,822 shares; 2025Q3: 10,569 shares; 2025Q4: 24,506 shares; 2026Q1: 13,896 shares 13,896 $1.58M 0.06% -10,610 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,725 shares; 2025Q2: 187,692 shares; 2025Q3: 5,718 shares; 2025Q4: 42,636 shares; 2026Q1: 18,661 shares 18,661 $1.58M 0.06% -23,975 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,233 shares; 2025Q2: not reported; 2025Q3: 9,605 shares; 2025Q4: 5,306 shares; 2026Q1: 38,593 shares 38,593 $1.57M 0.06% +33,287 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES 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: 67,406 shares; 2025Q3: 44,788 shares; 2025Q4: 38,728 shares; 2026Q1: 38,471 shares 38,471 $1.56M 0.06% -257 Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,768 shares; 2025Q1: 16,771 shares; 2025Q2: 38,699 shares; 2025Q3: not reported; 2025Q4: 10,484 shares; 2026Q1: 48,275 shares 48,275 $1.56M 0.06% +37,791 Timeline IQDG 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: 5,872 shares; 2025Q3: 8,961 shares; 2025Q4: 15,870 shares; 2026Q1: 38,791 shares 38,791 $1.56M 0.06% +22,921 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,703 shares; 2025Q2: 37,599 shares; 2025Q3: 32,572 shares; 2025Q4: 29,208 shares; 2026Q1: 31,207 shares 31,207 $1.54M 0.05% +1,999 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: 97,674 shares; 2024Q4: 4,515 shares; 2025Q1: not reported; 2025Q2: 1,431 shares; 2025Q3: 1,318 shares; 2025Q4: 20,636 shares; 2026Q1: 3,927 shares 3,927 $1.51M 0.05% -16,709 Timeline MNVT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,279 shares 63,279 $1.5M 0.05% new Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,729 shares 52,729 $1.5M 0.05% new Timeline CGIE 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: 19,208 shares; 2024Q4: 35,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,436 shares; 2026Q1: 44,279 shares 44,279 $1.5M 0.05% -89,157 Timeline FLAU 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: 53,699 shares; 2024Q4: 12,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,822 shares; 2025Q4: 101,648 shares; 2026Q1: 45,373 shares 45,373 $1.49M 0.05% -56,275 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: 11,581 shares; 2024Q4: 4,128 shares; 2025Q1: 4,108 shares; 2025Q2: 3,828 shares; 2025Q3: 4,378 shares; 2025Q4: 9,576 shares; 2026Q1: 5,255 shares 5,255 $1.49M 0.05% -4,321 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 2,611 shares; 2025Q1: 3,651 shares; 2025Q2: 1,791 shares; 2025Q3: 4,512 shares; 2025Q4: 12,365 shares; 2026Q1: 4,922 shares 4,922 $1.49M 0.05% -7,443 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: 1,411,933 shares; 2024Q4: 214,667 shares; 2025Q1: 35,657 shares; 2025Q2: 32,955 shares; 2025Q3: 161,673 shares; 2025Q4: 207,797 shares; 2026Q1: 33,611 shares 33,611 $1.48M 0.05% -174,186 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: 11,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,365 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,905 shares 21,905 $1.48M 0.05% new Timeline ARKG 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: 83,556 shares; 2024Q4: 129,142 shares; 2025Q1: 24,931 shares; 2025Q2: not reported; 2025Q3: 7,271 shares; 2025Q4: 33,948 shares; 2026Q1: 55,724 shares 55,724 $1.47M 0.05% +21,776 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,406 shares; 2024Q4: 57,534 shares; 2025Q1: 31,932 shares; 2025Q2: 38,853 shares; 2025Q3: 21,581 shares; 2025Q4: 25,394 shares; 2026Q1: 36,719 shares 36,719 $1.47M 0.05% +11,325 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,155 shares; 2025Q2: not reported; 2025Q3: 27,074 shares; 2025Q4: 34,374 shares; 2026Q1: 25,859 shares 25,859 $1.46M 0.05% -8,515 Timeline FNGO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,025 shares; 2025Q1: 10,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,073 shares; 2026Q1: 16,729 shares 16,729 $1.46M 0.05% -6,344 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,957 shares; 2025Q2: 69,274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,886 shares 54,886 $1.43M 0.05% new Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,098 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,378 shares; 2025Q4: not reported; 2026Q1: 55,724 shares 55,724 $1.42M 0.05% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,203 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,184 shares 68,184 $1.41M 0.05% new Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 36,545 shares; 2025Q1: 21,157 shares; 2025Q2: 28,960 shares; 2025Q3: 11,208 shares; 2025Q4: 11,915 shares; 2026Q1: 16,892 shares 16,892 $1.4M 0.05% +4,977 Timeline CRAK 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: 10,791 shares; 2025Q4: 8,662 shares; 2026Q1: 28,295 shares 28,295 $1.4M 0.05% +19,633 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,668 shares; 2024Q4: not reported; 2025Q1: 17,159 shares; 2025Q2: 40,744 shares; 2025Q3: 104,860 shares; 2025Q4: not reported; 2026Q1: 46,218 shares 46,218 $1.39M 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,322 shares; 2024Q4: 8,415 shares; 2025Q1: 20,539 shares; 2025Q2: 10,747 shares; 2025Q3: 8,119 shares; 2025Q4: 18,750 shares; 2026Q1: 6,393 shares 6,393 $1.39M 0.05% -12,357 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: 5,551 shares; 2024Q4: 4,560 shares; 2025Q1: 5,058 shares; 2025Q2: 3,440 shares; 2025Q3: 4,419 shares; 2025Q4: 17,532 shares; 2026Q1: 5,132 shares 5,132 $1.39M 0.05% -12,400 Timeline HYP ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 52,203 shares; 2025Q4: 32,739 shares; 2026Q1: 56,586 shares 56,586 $1.39M 0.05% +23,847 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: 17,357 shares; 2024Q4: 9,670 shares; 2025Q1: 32,531 shares; 2025Q2: 17,530 shares; 2025Q3: 14,768 shares; 2025Q4: 10,347 shares; 2026Q1: 14,321 shares 14,321 $1.38M 0.05% +3,974 Timeline FIW 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: 25,798 shares; 2025Q4: not reported; 2026Q1: 13,371 shares 13,371 $1.38M 0.05% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 476 shares; 2025Q1: 674 shares; 2025Q2: 892 shares; 2025Q3: 460 shares; 2025Q4: 987 shares; 2026Q1: 1,399 shares 1,399 $1.37M 0.05% +412 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 6,067 shares; 2025Q1: 62,782 shares; 2025Q2: 12,816 shares; 2025Q3: 24,069 shares; 2025Q4: 11,268 shares; 2026Q1: 37,342 shares 37,342 $1.36M 0.05% +26,074 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: 3,908 shares; 2025Q2: 2,776 shares; 2025Q3: 120,142 shares; 2025Q4: not reported; 2026Q1: 14,414 shares 14,414 $1.36M 0.05% new Timeline VLU 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: 6,269 shares 6,269 $1.35M 0.05% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: not reported; 2025Q1: 10,074 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,033 shares; 2026Q1: 59,940 shares 59,940 $1.34M 0.05% +39,907 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: 10,140 shares; 2024Q4: 13,472 shares; 2025Q1: 8,281 shares; 2025Q2: 13,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,213 shares 25,213 $1.34M 0.05% new 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: 16,451 shares; 2024Q4: not reported; 2025Q1: 3,943 shares; 2025Q2: 12,360 shares; 2025Q3: 1,505 shares; 2025Q4: 2,550 shares; 2026Q1: 8,340 shares 8,340 $1.34M 0.05% +5,790 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: 5,292 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 920 shares; 2025Q4: 2,718 shares; 2026Q1: 1,528 shares 1,528 $1.33M 0.05% -1,190 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: 60,940 shares; 2024Q4: 1,544 shares; 2025Q1: 9,418 shares; 2025Q2: 4,047 shares; 2025Q3: 11,873 shares; 2025Q4: 6,196 shares; 2026Q1: 4,774 shares 4,774 $1.33M 0.05% -1,422 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,973 shares; 2025Q1: 75,853 shares; 2025Q2: 96,890 shares; 2025Q3: 44,939 shares; 2025Q4: 37,848 shares; 2026Q1: 37,850 shares 37,850 $1.33M 0.05% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 4,695 shares; 2025Q1: 22,975 shares; 2025Q2: 11,153 shares; 2025Q3: 11,975 shares; 2025Q4: 6,493 shares; 2026Q1: 10,071 shares 10,071 $1.32M 0.05% +3,578 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,892 shares; 2024Q4: 16,276 shares; 2025Q1: 40,985 shares; 2025Q2: 609,717 shares; 2025Q3: 29,827 shares; 2025Q4: 17,051 shares; 2026Q1: 39,620 shares 39,620 $1.31M 0.05% +22,569 Timeline TMFM 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: not reported; 2024Q4: 71,119 shares; 2025Q1: 67,559 shares; 2025Q2: 86,082 shares; 2025Q3: 67,641 shares; 2025Q4: 22,291 shares; 2026Q1: 64,905 shares 64,905 $1.31M 0.05% +42,614 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,199 shares; 2025Q3: 16,962 shares; 2025Q4: 32,226 shares; 2026Q1: 44,032 shares 44,032 $1.31M 0.05% +11,806 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,725 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,766 shares 40,766 $1.3M 0.05% new Timeline YANG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,027 shares; 2025Q1: 19,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,398 shares; 2026Q1: 44,652 shares 44,652 $1.3M 0.05% +5,254 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: 220,130 shares; 2024Q4: 7,748 shares; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: not reported; 2025Q4: 22,393 shares; 2026Q1: 18,085 shares 18,085 $1.3M 0.05% -4,308 Timeline ILIT ISHARES 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: 75,139 shares 75,139 $1.29M 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 6,500 shares 6,500 $1.28M 0.05% new Timeline WEBS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,010 shares; 2025Q1: 56,451 shares; 2025Q2: not reported; 2025Q3: 16,104 shares; 2025Q4: 66,961 shares; 2026Q1: 43,848 shares 43,848 $1.28M 0.05% -23,113 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,056 shares; 2025Q1: 85,867 shares; 2025Q2: 49,910 shares; 2025Q3: 49,021 shares; 2025Q4: 34,034 shares; 2026Q1: 34,204 shares 34,204 $1.28M 0.05% +170 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: 26,358 shares; 2024Q4: 11,776 shares; 2025Q1: 15,986 shares; 2025Q2: 3,123 shares; 2025Q3: 8,141 shares; 2025Q4: 19,066 shares; 2026Q1: 12,376 shares 12,376 $1.27M 0.04% -6,690 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,335 shares; 2025Q3: 11,481 shares; 2025Q4: 35,188 shares; 2026Q1: 50,604 shares 50,604 $1.27M 0.04% +15,416 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,744 shares; 2024Q4: 7,944 shares; 2025Q1: 10,926 shares; 2025Q2: 20,579 shares; 2025Q3: 13,993 shares; 2025Q4: 30,954 shares; 2026Q1: 33,966 shares 33,966 $1.26M 0.04% +3,012 Timeline TWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 26,613 shares; 2025Q2: 24,520 shares; 2025Q3: 29,104 shares; 2025Q4: not reported; 2026Q1: 40,578 shares 40,578 $1.26M 0.04% new Timeline KGRN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,970 shares; 2024Q4: 9,748 shares; 2025Q1: 10,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,031 shares; 2026Q1: 43,860 shares 43,860 $1.26M 0.04% +31,829 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,537 shares 25,537 $1.25M 0.04% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,849 shares; 2024Q4: 3,910 shares; 2025Q1: 5,338 shares; 2025Q2: 8,595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,576 shares 10,576 $1.24M 0.04% new 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: 11,170 shares; 2025Q2: 20,049 shares; 2025Q3: 24,750 shares; 2025Q4: not reported; 2026Q1: 26,385 shares 26,385 $1.24M 0.04% new Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,612 shares; 2024Q4: 41,671 shares; 2025Q1: 42,717 shares; 2025Q2: 90,927 shares; 2025Q3: not reported; 2025Q4: 54,912 shares; 2026Q1: 53,172 shares 53,172 $1.24M 0.04% -1,740 Timeline SNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,645 shares; 2024Q4: 25,593 shares; 2025Q1: 21,980 shares; 2025Q2: 25,696 shares; 2025Q3: 11,764 shares; 2025Q4: 13,703 shares; 2026Q1: 35,444 shares 35,444 $1.23M 0.04% +21,741 Timeline SNPE 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: 34,474 shares; 2024Q4: 4,332 shares; 2025Q1: 53,506 shares; 2025Q2: 161,089 shares; 2025Q3: not reported; 2025Q4: 17,549 shares; 2026Q1: 20,677 shares 20,677 $1.23M 0.04% +3,128 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: 44,897 shares; 2024Q4: 17,617 shares; 2025Q1: 25,008 shares; 2025Q2: 16,513 shares; 2025Q3: 3,155 shares; 2025Q4: 22,417 shares; 2026Q1: 5,949 shares 5,949 $1.23M 0.04% -16,468 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: 6,782 shares; 2024Q4: 6,253 shares; 2025Q1: 9,267 shares; 2025Q2: 19,650 shares; 2025Q3: 19,487 shares; 2025Q4: 55,115 shares; 2026Q1: 3,152 shares 3,152 $1.23M 0.04% -51,963 Timeline IYT ISHARES 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: 42,130 shares; 2025Q3: not reported; 2025Q4: 3,398 shares; 2026Q1: 16,486 shares 16,486 $1.23M 0.04% +13,088 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: 4,476 shares; 2024Q4: 7,401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,494 shares; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $1.23M 0.04% new Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,399 shares; 2025Q2: not reported; 2025Q3: 33,564 shares; 2025Q4: 9,734 shares; 2026Q1: 49,302 shares 49,302 $1.22M 0.04% +39,568 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: 6,038 shares; 2024Q4: 6,306 shares; 2025Q1: 2,275 shares; 2025Q2: 3,003 shares; 2025Q3: 2,857 shares; 2025Q4: 8,600 shares; 2026Q1: 3,904 shares 3,904 $1.21M 0.04% -4,696 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,205 shares; 2025Q1: 69,723 shares; 2025Q2: 14,492 shares; 2025Q3: 17,237 shares; 2025Q4: 47,644 shares; 2026Q1: 25,939 shares 25,939 $1.21M 0.04% -21,705 Timeline KCE 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: 14,397 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,750 shares 8,750 $1.2M 0.04% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: not reported; 2025Q1: 2,395 shares; 2025Q2: 5,884 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,390 shares 9,390 $1.2M 0.04% new Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 7,074 shares; 2025Q1: 24,312 shares; 2025Q2: 37,301 shares; 2025Q3: 23,516 shares; 2025Q4: 25,185 shares; 2026Q1: 36,818 shares 36,818 $1.2M 0.04% +11,633 Timeline MATR 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: 15,268 shares; 2024Q4: 15,426 shares; 2025Q1: 11,710 shares; 2025Q2: 12,285 shares; 2025Q3: 8,308 shares; 2025Q4: not reported; 2026Q1: 45,684 shares 45,684 $1.2M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,427 shares 25,427 $1.19M 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,806 shares; 2025Q1: 3,206 shares; 2025Q2: 651 shares; 2025Q3: 7,991 shares; 2025Q4: 4,538 shares; 2026Q1: 2,573 shares 2,573 $1.19M 0.04% -1,965 Timeline SHOC 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: 20,663 shares; 2024Q4: not reported; 2025Q1: 6,806 shares; 2025Q2: 44,884 shares; 2025Q3: 7,304 shares; 2025Q4: 5,101 shares; 2026Q1: 16,377 shares 16,377 $1.18M 0.04% +11,276 Timeline ISHP 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: 19,120 shares; 2024Q4: 10,704 shares; 2025Q1: 11,227 shares; 2025Q2: 17,880 shares; 2025Q3: 20,215 shares; 2025Q4: 30,854 shares; 2026Q1: 35,363 shares 35,363 $1.18M 0.04% +4,509 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,945 shares; 2024Q4: 17,379 shares; 2025Q1: 86,525 shares; 2025Q2: 23,419 shares; 2025Q3: 19,781 shares; 2025Q4: not reported; 2026Q1: 17,920 shares 17,920 $1.18M 0.04% new 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: 3,813 shares; 2024Q4: 7,081 shares; 2025Q1: 3,299 shares; 2025Q2: 2,176 shares; 2025Q3: 2,929 shares; 2025Q4: 8,171 shares; 2026Q1: 5,940 shares 5,940 $1.18M 0.04% -2,231 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 13,336 shares; 2025Q1: 6,049 shares; 2025Q2: 13,577 shares; 2025Q3: not reported; 2025Q4: 4,853 shares; 2026Q1: 19,820 shares 19,820 $1.17M 0.04% +14,967 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: 21,635 shares; 2024Q4: 17,029 shares; 2025Q1: 38,530 shares; 2025Q2: 14,430 shares; 2025Q3: 14,850 shares; 2025Q4: not reported; 2026Q1: 17,723 shares 17,723 $1.17M 0.04% new Timeline KEAT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,506 shares; 2025Q1: 9,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,085 shares; 2026Q1: 34,226 shares 34,226 $1.17M 0.04% -859 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,747 shares 31,747 $1.17M 0.04% new Timeline TMFE 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: 43,596 shares; 2024Q4: not reported; 2025Q1: 57,475 shares; 2025Q2: 37,293 shares; 2025Q3: 27,191 shares; 2025Q4: 35,587 shares; 2026Q1: 42,576 shares 42,576 $1.16M 0.04% +6,989 Timeline USAI 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: 13,470 shares; 2024Q4: 12,854 shares; 2025Q1: 40,400 shares; 2025Q2: not reported; 2025Q3: 18,473 shares; 2025Q4: 21,819 shares; 2026Q1: 24,617 shares 24,617 $1.16M 0.04% +2,798 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: 78,334 shares; 2024Q4: 43,454 shares; 2025Q1: 43,820 shares; 2025Q2: 6,661 shares; 2025Q3: 79,998 shares; 2025Q4: 57,080 shares; 2026Q1: 14,885 shares 14,885 $1.15M 0.04% -42,195 Timeline DARP TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,907 shares; 2025Q1: 32,946 shares; 2025Q2: 20,176 shares; 2025Q3: 23,794 shares; 2025Q4: not reported; 2026Q1: 24,490 shares 24,490 $1.15M 0.04% new Timeline SMOG 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: 7,547 shares; 2025Q2: 9,866 shares; 2025Q3: 12,065 shares; 2025Q4: 4,356 shares; 2026Q1: 8,315 shares 8,315 $1.15M 0.04% +3,959 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,329 shares 32,329 $1.15M 0.04% new Timeline DDXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,289 shares 45,289 $1.15M 0.04% new Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,294 shares; 2025Q1: 57,887 shares; 2025Q2: 41,708 shares; 2025Q3: 11,585 shares; 2025Q4: 39,965 shares; 2026Q1: 39,588 shares 39,588 $1.14M 0.04% -377 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: 22,535 shares; 2024Q4: 87,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares; 2025Q4: 31,060 shares; 2026Q1: 34,288 shares 34,288 $1.14M 0.04% +3,228 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,934 shares; 2025Q1: 24,545 shares; 2025Q2: 7,314 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,815 shares 49,815 $1.13M 0.04% new Timeline DMXF ISHARES 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: 6,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,942 shares 14,942 $1.13M 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 2,852 shares; 2025Q1: 3,022 shares; 2025Q2: 902 shares; 2025Q3: 16,771 shares; 2025Q4: 14,978 shares; 2026Q1: 4,967 shares 4,967 $1.12M 0.04% -10,011 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: 13,214 shares; 2024Q4: 14,240 shares; 2025Q1: 26,477 shares; 2025Q2: 12,885 shares; 2025Q3: 10,033 shares; 2025Q4: 33,094 shares; 2026Q1: 9,305 shares 9,305 $1.12M 0.04% -23,789 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,141 shares 14,141 $1.12M 0.04% new Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: not reported; 2025Q1: 9,833 shares; 2025Q2: 5,969 shares; 2025Q3: 3,905 shares; 2025Q4: 5,134 shares; 2026Q1: 8,717 shares 8,717 $1.12M 0.04% +3,583 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,685 shares; 2026Q1: 44,937 shares 44,937 $1.11M 0.04% -23,748 Timeline DDM 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: 39,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,153 shares; 2025Q3: 10,104 shares; 2025Q4: not reported; 2026Q1: 21,257 shares 21,257 $1.11M 0.04% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 1,594 shares; 2025Q1: 15,057 shares; 2025Q2: 2,377 shares; 2025Q3: 983 shares; 2025Q4: 11,784 shares; 2026Q1: 4,416 shares 4,416 $1.11M 0.04% -7,368 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,043 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,340 shares; 2025Q3: 2,243 shares; 2025Q4: 3,131 shares; 2026Q1: 6,080 shares 6,080 $1.1M 0.04% +2,949 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,740 shares; 2024Q4: 41,195 shares; 2025Q1: 27,871 shares; 2025Q2: 25,046 shares; 2025Q3: 42,929 shares; 2025Q4: not reported; 2026Q1: 23,565 shares 23,565 $1.1M 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,209 shares; 2025Q1: 17,511 shares; 2025Q2: 3,450 shares; 2025Q3: 19,621 shares; 2025Q4: 5,553 shares; 2026Q1: 8,342 shares 8,342 $1.09M 0.04% +2,789 Timeline CURE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,210 shares; 2025Q1: 29,752 shares; 2025Q2: 6,473 shares; 2025Q3: 32,481 shares; 2025Q4: 24,034 shares; 2026Q1: 11,929 shares 11,929 $1.09M 0.04% -12,105 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,955 shares; 2025Q3: 29,477 shares; 2025Q4: 147,377 shares; 2026Q1: 22,873 shares 22,873 $1.08M 0.04% -124,504 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 11,084 shares; 2025Q1: 13,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,491 shares 4,491 $1.08M 0.04% new 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: 75,226 shares; 2024Q4: 4,623 shares; 2025Q1: 16,098 shares; 2025Q2: 3,009 shares; 2025Q3: 28,173 shares; 2025Q4: 13,865 shares; 2026Q1: 5,121 shares 5,121 $1.08M 0.04% -8,744 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 10,444 shares; 2025Q1: 7,833 shares; 2025Q2: 66,674 shares; 2025Q3: 43,636 shares; 2025Q4: 33,778 shares; 2026Q1: 7,828 shares 7,828 $1.07M 0.04% -25,950 Timeline TMFC 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: 48,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,952 shares; 2025Q3: 14,246 shares; 2025Q4: 11,690 shares; 2026Q1: 16,279 shares 16,279 $1.07M 0.04% +4,589 Timeline FLCA 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: 13,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,552 shares; 2026Q1: 21,893 shares 21,893 $1.07M 0.04% -2,659 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: 28,399 shares; 2024Q4: 12,091 shares; 2025Q1: 7,456 shares; 2025Q2: 4,470 shares; 2025Q3: 8,484 shares; 2025Q4: 21,378 shares; 2026Q1: 11,382 shares 11,382 $1.07M 0.04% -9,996 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,106 shares; 2026Q1: 29,086 shares 29,086 $1.06M 0.04% -14,020 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,138 shares; 2026Q1: 33,922 shares 33,922 $1.06M 0.04% +14,784 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 3,907 shares; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 5,223 shares; 2025Q4: 4,580 shares; 2026Q1: 12,942 shares 12,942 $1.06M 0.04% +8,362 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,198 shares 24,198 $1.06M 0.04% new Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,942 shares; 2024Q4: 46,888 shares; 2025Q1: 25,571 shares; 2025Q2: not reported; 2025Q3: 12,948 shares; 2025Q4: 19,976 shares; 2026Q1: 42,367 shares 42,367 $1.05M 0.04% +22,391 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,840 shares; 2025Q3: 24,920 shares; 2025Q4: 8,110 shares; 2026Q1: 27,352 shares 27,352 $1.05M 0.04% +19,242 Timeline EBI 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: 33,706 shares; 2025Q2: 24,677 shares; 2025Q3: 20,061 shares; 2025Q4: 34,247 shares; 2026Q1: 18,169 shares 18,169 $1.05M 0.04% -16,078 Timeline IBLC ISHARES 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: 61,091 shares; 2025Q3: not reported; 2025Q4: 7,494 shares; 2026Q1: 28,622 shares 28,622 $1.05M 0.04% +21,128 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: 82,349 shares; 2024Q4: 7,285 shares; 2025Q1: 7,708 shares; 2025Q2: 3,519 shares; 2025Q3: 5,290 shares; 2025Q4: 11,767 shares; 2026Q1: 5,397 shares 5,397 $1.04M 0.04% -6,370 Timeline HACK 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: 14,792 shares; 2024Q4: 4,578 shares; 2025Q1: 25,460 shares; 2025Q2: not reported; 2025Q3: 19,269 shares; 2025Q4: 6,757 shares; 2026Q1: 13,842 shares 13,842 $1.04M 0.04% +7,085 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: 3,107 shares; 2024Q4: 3,367 shares; 2025Q1: 3,483 shares; 2025Q2: not reported; 2025Q3: 16,926 shares; 2025Q4: 18,793 shares; 2026Q1: 5,212 shares 5,212 $1.04M 0.04% -13,581 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,995 shares; 2024Q4: 15,383 shares; 2025Q1: not reported; 2025Q2: 83,639 shares; 2025Q3: not reported; 2025Q4: 25,285 shares; 2026Q1: 42,558 shares 42,558 $1.04M 0.04% +17,273 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,228 shares; 2025Q2: 41,234 shares; 2025Q3: 17,606 shares; 2025Q4: 44,079 shares; 2026Q1: 35,135 shares 35,135 $1.03M 0.04% -8,944 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,111 shares 25,111 $1.03M 0.04% new Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 23,980 shares; 2025Q3: 37,952 shares; 2025Q4: not reported; 2026Q1: 36,936 shares 36,936 $1.03M 0.04% new Timeline AIA ISHARES 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: 9,693 shares 9,693 $1.03M 0.04% new Timeline FFLC 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: 38,135 shares; 2025Q1: not reported; 2025Q2: 30,690 shares; 2025Q3: 7,204 shares; 2025Q4: 9,904 shares; 2026Q1: 20,047 shares 20,047 $1.03M 0.04% +10,143 Timeline CLIM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,351 shares 43,351 $1.03M 0.04% new 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: 13,828 shares; 2024Q4: 5,305 shares; 2025Q1: 5,721 shares; 2025Q2: 8,454 shares; 2025Q3: 8,200 shares; 2025Q4: 10,015 shares; 2026Q1: 16,772 shares 16,772 $1.03M 0.04% +6,757 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: 24,130 shares; 2024Q4: 26,386 shares; 2025Q1: 23,682 shares; 2025Q2: 2,252 shares; 2025Q3: 20,127 shares; 2025Q4: 2,561 shares; 2026Q1: 3,766 shares 3,766 $1.03M 0.04% +1,205 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,572 shares 25,572 $1.02M 0.04% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: 3,879 shares; 2025Q3: 2,157 shares; 2025Q4: 3,287 shares; 2026Q1: 5,488 shares 5,488 $1.02M 0.04% +2,201 Timeline XBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,741 shares; 2026Q1: 20,394 shares 20,394 $1.02M 0.04% -30,347 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: 59,603 shares; 2024Q4: 6,368 shares; 2025Q1: 5,212 shares; 2025Q2: 1,448 shares; 2025Q3: 13,137 shares; 2025Q4: 11,024 shares; 2026Q1: 6,357 shares 6,357 $1.02M 0.04% -4,667 Timeline GDMA 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: 42,116 shares; 2024Q4: not reported; 2025Q1: 25,855 shares; 2025Q2: not reported; 2025Q3: 14,251 shares; 2025Q4: 21,833 shares; 2026Q1: 24,886 shares 24,886 $1.01M 0.04% +3,053 Timeline CTEC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,194 shares; 2025Q4: 4,934 shares; 2026Q1: 17,340 shares 17,340 $1.01M 0.04% +12,406 Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,942 shares; 2025Q1: not reported; 2025Q2: 237,290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,675 shares 75,675 $1.01M 0.04% new Timeline CRPT 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: 81,670 shares; 2025Q1: 21,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,219 shares 86,219 $1M 0.04% new Timeline CVRD MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,951 shares 55,951 $1M 0.04% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 19,144 shares; 2025Q1: 18,972 shares; 2025Q2: 18,972 shares; 2025Q3: 19,122 shares; 2025Q4: 19,272 shares; 2026Q1: 19,041 shares 19,041 $998K 0.04% -231 Timeline UDOW 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: 22,665 shares; 2024Q4: 36,482 shares; 2025Q1: 4,909 shares; 2025Q2: 59,672 shares; 2025Q3: 18,488 shares; 2025Q4: not reported; 2026Q1: 19,854 shares 19,854 $997K 0.04% new Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,871 shares; 2025Q1: 24,888 shares; 2025Q2: 66,627 shares; 2025Q3: 38,376 shares; 2025Q4: not reported; 2026Q1: 19,027 shares 19,027 $996K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 4,135 shares; 2025Q2: not reported; 2025Q3: 3,594 shares; 2025Q4: 8,467 shares; 2026Q1: 3,409 shares 3,409 $994K 0.04% -5,058 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 30,288 shares 30,288 $993K 0.04% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,000 shares; 2025Q1: 39,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,844 shares; 2026Q1: 7,941 shares 7,941 $991K 0.04% -25,903 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 5,445 shares; 2025Q1: 3,052 shares; 2025Q2: 8,561 shares; 2025Q3: 9,034 shares; 2025Q4: 12,666 shares; 2026Q1: 3,083 shares 3,083 $988K 0.03% -9,583 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,684 shares; 2024Q4: 13,877 shares; 2025Q1: 6,523 shares; 2025Q2: 6,488 shares; 2025Q3: 25,526 shares; 2025Q4: 14,181 shares; 2026Q1: 7,077 shares 7,077 $986K 0.03% -7,104 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly 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: 50,219 shares; 2025Q4: not reported; 2026Q1: 106,212 shares 106,212 $986K 0.03% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,337 shares; 2024Q4: 49,564 shares; 2025Q1: 61,606 shares; 2025Q2: not reported; 2025Q3: 36,662 shares; 2025Q4: 19,520,662 shares; 2026Q1: 58,005 shares 58,005 $980K 0.03% -19,462,657 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,602 shares; 2025Q2: 26,816 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,966 shares 16,966 $977K 0.03% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 11,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,617 shares; 2026Q1: 12,908 shares 12,908 $976K 0.03% +3,291 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: 1,210 shares; 2025Q1: 781 shares; 2025Q2: 638 shares; 2025Q3: 659 shares; 2025Q4: 2,091 shares; 2026Q1: 1,013 shares 1,013 $974K 0.03% -1,078 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: 4,910 shares; 2024Q4: not reported; 2025Q1: 13,994 shares; 2025Q2: 2,706 shares; 2025Q3: not reported; 2025Q4: 13,554 shares; 2026Q1: 6,143 shares 6,143 $974K 0.03% -7,411 Timeline NDOW COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,768 shares; 2024Q4: 37,895 shares; 2025Q1: 13,370 shares; 2025Q2: 23,811 shares; 2025Q3: 15,048 shares; 2025Q4: 20,873 shares; 2026Q1: 34,927 shares 34,927 $958K 0.03% +14,054 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,833 shares; 2025Q1: 59,486 shares; 2025Q2: 38,713 shares; 2025Q3: 42,616 shares; 2025Q4: 35,446 shares; 2026Q1: 28,214 shares 28,214 $954K 0.03% -7,232 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,787 shares 9,787 $953K 0.03% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,610 shares 10,610 $951K 0.03% new Timeline MNZL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,451 shares; 2026Q1: 18,814 shares 18,814 $948K 0.03% +3,363 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 1,758 shares; 2025Q1: 1,315 shares; 2025Q2: 1,021 shares; 2025Q3: 2,117 shares; 2025Q4: 4,367 shares; 2026Q1: 2,225 shares 2,225 $946K 0.03% -2,142 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,413 shares; 2025Q1: 5,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,045 shares; 2026Q1: 20,762 shares 20,762 $945K 0.03% +6,717 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: 17,564 shares; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,802 shares 7,802 $943K 0.03% new Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,300 shares; 2025Q1: 70,713 shares; 2025Q2: 27,895 shares; 2025Q3: not reported; 2025Q4: 69,011 shares; 2026Q1: 53,581 shares 53,581 $938K 0.03% -15,430 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,399 shares; 2025Q3: 32,094 shares; 2025Q4: 25,353 shares; 2026Q1: 22,136 shares 22,136 $938K 0.03% -3,217 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,042 shares; 2026Q1: 12,005 shares 12,005 $937K 0.03% +4,963 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,756 shares; 2025Q2: not reported; 2025Q3: 17,868 shares; 2025Q4: not reported; 2026Q1: 33,669 shares 33,669 $936K 0.03% new Timeline DISV 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: 8,052 shares; 2025Q2: 11,113 shares; 2025Q3: 5,751 shares; 2025Q4: 30,667 shares; 2026Q1: 23,652 shares 23,652 $933K 0.03% -7,015 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,415 shares; 2026Q1: 39,388 shares 39,388 $927K 0.03% +11,973 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,870 shares; 2024Q4: 19,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,516 shares; 2025Q4: not reported; 2026Q1: 53,625 shares 53,625 $918K 0.03% new 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: not reported; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,978 shares 7,978 $917K 0.03% new 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: 8,936 shares; 2024Q4: 10,012 shares; 2025Q1: 36,831 shares; 2025Q2: 8,458 shares; 2025Q3: 41,309 shares; 2025Q4: 13,318 shares; 2026Q1: 18,664 shares 18,664 $915K 0.03% +5,346 Timeline PQNT 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 248,402 shares; 2026Q1: 43,322 shares 43,322 $912K 0.03% -205,080 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,100 shares; 2025Q4: not reported; 2026Q1: 54,354 shares 54,354 $912K 0.03% new Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,646 shares; 2025Q4: not reported; 2026Q1: 39,414 shares 39,414 $910K 0.03% new Timeline ABLG ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,758 shares; 2025Q2: 37,001 shares; 2025Q3: 29,074 shares; 2025Q4: 46,248 shares; 2026Q1: 30,804 shares 30,804 $909K 0.03% -15,444 Timeline USMD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,739 shares 37,739 $909K 0.03% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,742 shares; 2024Q4: 21,820 shares; 2025Q1: not reported; 2025Q2: 28,712 shares; 2025Q3: not reported; 2025Q4: 10,088 shares; 2026Q1: 16,416 shares 16,416 $903K 0.03% +6,328 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,862 shares; 2026Q1: 26,023 shares 26,023 $901K 0.03% -26,839 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: 105,348 shares; 2024Q4: 52,589 shares; 2025Q1: 11,728 shares; 2025Q2: 5,305 shares; 2025Q3: 39,536 shares; 2025Q4: 26,755 shares; 2026Q1: 6,989 shares 6,989 $900K 0.03% -19,766 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: 23,596 shares; 2024Q4: 2,325 shares; 2025Q1: 1,539 shares; 2025Q2: 6,033 shares; 2025Q3: 1,762 shares; 2025Q4: 3,909 shares; 2026Q1: 5,204 shares 5,204 $898K 0.03% +1,295 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,781 shares; 2025Q4: 18,420 shares; 2026Q1: 32,222 shares 32,222 $895K 0.03% +13,802 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: 1,345 shares; 2024Q4: 286 shares; 2025Q1: 90 shares; 2025Q2: 129 shares; 2025Q3: 696 shares; 2025Q4: 336 shares; 2026Q1: 212 shares 212 $893K 0.03% -124 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 2,787 shares; 2025Q4: 3,220 shares; 2026Q1: 6,585 shares 6,585 $892K 0.03% +3,365 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 1,002 shares; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: not reported; 2025Q4: 1,528 shares; 2026Q1: 3,292 shares 3,292 $892K 0.03% +1,764 Timeline FMKT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,535 shares; 2025Q3: 18,138 shares; 2025Q4: 73,569 shares; 2026Q1: 43,240 shares 43,240 $891K 0.03% -30,329 Timeline XNAV FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,776 shares; 2025Q1: 21,429 shares; 2025Q2: 19,401 shares; 2025Q3: 15,561 shares; 2025Q4: 5,117 shares; 2026Q1: 10,904 shares 10,904 $891K 0.03% +5,787 Timeline MXI ISHARES 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: 9,524 shares; 2025Q1: not reported; 2025Q2: 7,072 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,378 shares 8,378 $890K 0.03% new Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares; 2025Q4: 12,252 shares; 2026Q1: 9,805 shares 9,805 $887K 0.03% -2,447 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 16,384 shares; 2025Q1: 96,965 shares; 2025Q2: 24,539 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,982 shares 20,982 $885K 0.03% new Timeline MJSC 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: 10,655 shares; 2025Q4: 17,578 shares; 2026Q1: 16,274 shares 16,274 $883K 0.03% -1,304 Timeline AIBD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: not reported; 2025Q2: 18,207 shares; 2025Q3: 46,721 shares; 2025Q4: 56,151 shares; 2026Q1: 88,542 shares 88,542 $882K 0.03% +32,391 Timeline TSNF YORKVILLE AMER INVTS TR More: the full row for YORKVILLE AMER INVTS 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: 37,182 shares 37,182 $882K 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,549 shares; 2025Q4: 4,880 shares; 2026Q1: 12,419 shares 12,419 $881K 0.03% +7,539 Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: not reported; 2025Q4: 25,167 shares; 2026Q1: 17,203 shares 17,203 $878K 0.03% -7,964 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 7,038 shares; 2025Q1: 3,964 shares; 2025Q2: 2,904 shares; 2025Q3: 4,171 shares; 2025Q4: 8,962 shares; 2026Q1: 7,623 shares 7,623 $877K 0.03% -1,339 Timeline USSE SEGALL BRYANT & HAMILL TR More: the full row for SEGALL BRYANT & HAMILL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,896 shares; 2024Q4: 17,235 shares; 2025Q1: 20,799 shares; 2025Q2: 37,572 shares; 2025Q3: 7,611 shares; 2025Q4: 25,145 shares; 2026Q1: 26,377 shares 26,377 $876K 0.03% +1,232 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: 4,173 shares; 2024Q4: 6,354 shares; 2025Q1: 18,797 shares; 2025Q2: 4,301 shares; 2025Q3: 25,707 shares; 2025Q4: 7,610 shares; 2026Q1: 10,924 shares 10,924 $868K 0.03% +3,314 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 5,788 shares; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 2,854 shares; 2025Q4: 4,285 shares; 2026Q1: 10,626 shares 10,626 $864K 0.03% +6,341 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,811 shares; 2025Q1: 43,624 shares; 2025Q2: 14,676 shares; 2025Q3: 10,088 shares; 2025Q4: 35,239 shares; 2026Q1: 26,277 shares 26,277 $864K 0.03% -8,962 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: not reported; 2025Q1: 9,316 shares; 2025Q2: 4,265 shares; 2025Q3: 7,598 shares; 2025Q4: not reported; 2026Q1: 20,625 shares 20,625 $863K 0.03% new Timeline RW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,252 shares; 2025Q3: not reported; 2025Q4: 30,928 shares; 2026Q1: 38,005 shares 38,005 $860K 0.03% +7,077 Timeline GINX 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: 14,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,632 shares; 2026Q1: 26,140 shares 26,140 $854K 0.03% -19,492 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 12,521 shares; 2025Q4: 10,900 shares; 2026Q1: 31,257 shares 31,257 $854K 0.03% +20,357 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,125 shares; 2026Q1: 10,827 shares 10,827 $853K 0.03% +4,702 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,714 shares 16,714 $853K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 2,901 shares; 2025Q1: 2,173 shares; 2025Q2: 909 shares; 2025Q3: 5,057 shares; 2025Q4: 2,948 shares; 2026Q1: 1,963 shares 1,963 $849K 0.03% -985 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,838 shares; 2024Q4: 10,412 shares; 2025Q1: 3,302 shares; 2025Q2: 4,946 shares; 2025Q3: 7,469 shares; 2025Q4: 10,414 shares; 2026Q1: 7,147 shares 7,147 $848K 0.03% -3,267 Timeline BOBP EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,060 shares; 2025Q3: 10,916 shares; 2025Q4: 18,085 shares; 2026Q1: 33,128 shares 33,128 $847K 0.03% +15,043 Timeline FCG 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: 26,618 shares 26,618 $844K 0.03% new 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: not reported; 2024Q4: 3,018 shares; 2025Q1: 12,167 shares; 2025Q2: 8,278 shares; 2025Q3: 6,879 shares; 2025Q4: 4,011 shares; 2026Q1: 7,493 shares 7,493 $842K 0.03% +3,482 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 79,167 shares; 2025Q1: 105,789 shares; 2025Q2: 11,948 shares; 2025Q3: 20,768 shares; 2025Q4: 11,082 shares; 2026Q1: 89,511 shares 89,511 $834K 0.03% +78,429 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,534 shares 20,534 $833K 0.03% new Timeline UDI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,060 shares; 2024Q4: 19,346 shares; 2025Q1: 8,207 shares; 2025Q2: 18,524 shares; 2025Q3: 18,270 shares; 2025Q4: 11,755 shares; 2026Q1: 24,592 shares 24,592 $832K 0.03% +12,837 Timeline LRND NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 16,936 shares; 2025Q1: 17,383 shares; 2025Q2: 16,417 shares; 2025Q3: 13,087 shares; 2025Q4: 13,193 shares; 2026Q1: 22,354 shares 22,354 $831K 0.03% +9,161 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,852 shares; 2026Q1: 24,169 shares 24,169 $831K 0.03% -7,683 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,274 shares; 2025Q1: 9,639 shares; 2025Q2: 18,082 shares; 2025Q3: 7,801 shares; 2025Q4: 19,629 shares; 2026Q1: 18,391 shares 18,391 $822K 0.03% -1,238 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 3,895 shares; 2025Q1: 18,780 shares; 2025Q2: 11,977 shares; 2025Q3: 7,690 shares; 2025Q4: 6,075 shares; 2026Q1: 8,459 shares 8,459 $822K 0.03% +2,384 Timeline DTAN 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: 48,057 shares; 2024Q4: 25,644 shares; 2025Q1: 12,300 shares; 2025Q2: 15,628 shares; 2025Q3: not reported; 2025Q4: 29,002 shares; 2026Q1: 27,213 shares 27,213 $822K 0.03% -1,789 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,728 shares; 2025Q1: 31,238 shares; 2025Q2: 31,918 shares; 2025Q3: 43,438 shares; 2025Q4: 26,333 shares; 2026Q1: 37,459 shares 37,459 $820K 0.03% +11,126 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,880 shares; 2025Q1: not reported; 2025Q2: 18,460 shares; 2025Q3: 14,574 shares; 2025Q4: not reported; 2026Q1: 11,640 shares 11,640 $818K 0.03% new Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT 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: 7,753 shares; 2025Q4: not reported; 2026Q1: 30,955 shares 30,955 $815K 0.03% new Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,311 shares; 2025Q1: 150,911 shares; 2025Q2: 63,337 shares; 2025Q3: 44,858 shares; 2025Q4: 49,585 shares; 2026Q1: 31,998 shares 31,998 $814K 0.03% -17,587 Timeline STXV 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: 50,451 shares; 2024Q4: not reported; 2025Q1: 49,987 shares; 2025Q2: 34,311 shares; 2025Q3: 30,734 shares; 2025Q4: 16,627 shares; 2026Q1: 23,158 shares 23,158 $814K 0.03% +6,531 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 3,039 shares; 2025Q1: 1,521 shares; 2025Q2: 1,335 shares; 2025Q3: 2,222 shares; 2025Q4: 5,394 shares; 2026Q1: 2,754 shares 2,754 $813K 0.03% -2,640 Timeline HAUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 30,456 shares; 2025Q1: not reported; 2025Q2: 14,709 shares; 2025Q3: 31,181 shares; 2025Q4: 18,571 shares; 2026Q1: 47,458 shares 47,458 $812K 0.03% +28,887 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,189 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,572 shares 11,572 $810K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,929 shares; 2024Q4: 3,768 shares; 2025Q1: 34,564 shares; 2025Q2: 11,638 shares; 2025Q3: 10,909 shares; 2025Q4: 8,120 shares; 2026Q1: 13,065 shares 13,065 $808K 0.03% +4,945 Timeline ABIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,084 shares; 2025Q3: 6,368 shares; 2025Q4: 8,463 shares; 2026Q1: 27,492 shares 27,492 $805K 0.03% +19,029 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: not reported; 2025Q3: 15,710 shares; 2025Q4: not reported; 2026Q1: 23,062 shares 23,062 $803K 0.03% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly 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: 103,814 shares; 2025Q4: not reported; 2026Q1: 47,298 shares 47,298 $803K 0.03% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,487 shares; 2024Q4: 9,051 shares; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 2,300 shares; 2025Q4: 4,033 shares; 2026Q1: 8,341 shares 8,341 $796K 0.03% +4,308 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: 31,917 shares; 2024Q4: 33,303 shares; 2025Q1: 54,412 shares; 2025Q2: 13,533 shares; 2025Q3: 19,822 shares; 2025Q4: 66,218 shares; 2026Q1: 15,841 shares 15,841 $795K 0.03% -50,377 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 29,594 shares; 2025Q1: 30,583 shares; 2025Q2: 6,118 shares; 2025Q3: 5,653 shares; 2025Q4: 16,609 shares; 2026Q1: 17,225 shares 17,225 $792K 0.03% +616 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,620 shares; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: not reported; 2025Q3: 23,003 shares; 2025Q4: 6,534 shares; 2026Q1: 13,061 shares 13,061 $786K 0.03% +6,527 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: 9,999 shares; 2024Q4: 6,133 shares; 2025Q1: 1,223 shares; 2025Q2: 13,729 shares; 2025Q3: 9,461 shares; 2025Q4: 10,248 shares; 2026Q1: 3,321 shares 3,321 $785K 0.03% -6,927 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,417 shares; 2025Q1: 21,482 shares; 2025Q2: 10,773 shares; 2025Q3: 8,439 shares; 2025Q4: 46,329 shares; 2026Q1: 30,872 shares 30,872 $784K 0.03% -15,457 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: 5,880 shares; 2024Q4: 3,397 shares; 2025Q1: 2,369 shares; 2025Q2: 1,232 shares; 2025Q3: 1,774 shares; 2025Q4: 5,494 shares; 2026Q1: 2,406 shares 2,406 $784K 0.03% -3,088 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,492 shares; 2024Q4: 26,127 shares; 2025Q1: 32,462 shares; 2025Q2: 54,972 shares; 2025Q3: not reported; 2025Q4: 45,654 shares; 2026Q1: 28,803 shares 28,803 $783K 0.03% -16,851 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: 69,383 shares; 2024Q4: 3,699 shares; 2025Q1: 5,884 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,388 shares; 2026Q1: 11,740 shares 11,740 $780K 0.03% +6,352 Timeline RETL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,023 shares; 2025Q1: 50,527 shares; 2025Q2: 69,615 shares; 2025Q3: 69,533 shares; 2025Q4: 42,338 shares; 2026Q1: 105,555 shares 105,555 $779K 0.03% +63,217 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 3,329 shares; 2025Q1: 2,066 shares; 2025Q2: 1,648 shares; 2025Q3: 5,734 shares; 2025Q4: 2,622 shares; 2026Q1: 1,738 shares 1,738 $776K 0.03% -884 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: 47,330 shares; 2024Q4: 9,308 shares; 2025Q1: 5,386 shares; 2025Q2: 2,275 shares; 2025Q3: 3,419 shares; 2025Q4: 13,495 shares; 2026Q1: 3,198 shares 3,198 $775K 0.03% -10,297 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,391 shares; 2025Q1: 8,893 shares; 2025Q2: not reported; 2025Q3: 19,759 shares; 2025Q4: 19,763 shares; 2026Q1: 16,251 shares 16,251 $773K 0.03% -3,512 Timeline