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: 1,282,891 shares; 2024Q4: 1,283,762 shares; 2025Q1: 1,750,975 shares; 2025Q2: 1,909,848 shares; 2025Q3: 1,903,188 shares; 2025Q4: 2,293,672 shares; 2026Q1: 2,299,680 shares 2,299,680 $401M 9.81% +6,008 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: 700,784 shares; 2024Q4: 714,830 shares; 2025Q1: 793,984 shares; 2025Q2: 860,225 shares; 2025Q3: not reported; 2025Q4: 1,284,361 shares; 2026Q1: 1,342,807 shares 1,342,807 $341M 8.34% +58,446 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,311 shares; 2024Q4: 304,538 shares; 2025Q1: 305,293 shares; 2025Q2: 310,090 shares; 2025Q3: 323,983 shares; 2025Q4: 318,841 shares; 2026Q1: 360,285 shares 360,285 $116M 2.83% +41,444 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: 105,321 shares; 2024Q4: 107,616 shares; 2025Q1: 138,900 shares; 2025Q2: 142,086 shares; 2025Q3: 177,820 shares; 2025Q4: 201,376 shares; 2026Q1: 253,048 shares 253,048 $93.7M 2.29% +51,672 Timeline AVLV 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: 1,071,768 shares; 2024Q4: 971,276 shares; 2025Q1: 988,110 shares; 2025Q2: 1,032,791 shares; 2025Q3: not reported; 2025Q4: 1,081,856 shares; 2026Q1: 1,130,337 shares 1,130,337 $91.1M 2.23% +48,481 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: 304,785 shares; 2024Q4: 309,898 shares; 2025Q1: 338,096 shares; 2025Q2: 346,618 shares; 2025Q3: not reported; 2025Q4: 390,689 shares; 2026Q1: 410,253 shares 410,253 $85.4M 2.09% +19,564 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913,860 shares; 2024Q4: 1,016,093 shares; 2025Q1: 1,096,478 shares; 2025Q2: 1,149,360 shares; 2025Q3: 1,191,019 shares; 2025Q4: 1,236,027 shares; 2026Q1: 1,358,029 shares 1,358,029 $62M 1.52% +122,002 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,617 shares; 2024Q4: 333,186 shares; 2025Q1: 339,584 shares; 2025Q2: 606,796 shares; 2025Q3: not reported; 2025Q4: 641,708 shares; 2026Q1: 681,333 shares 681,333 $57.8M 1.41% +39,625 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: 120,921 shares; 2024Q4: 130,790 shares; 2025Q1: 147,091 shares; 2025Q2: 151,970 shares; 2025Q3: 166,400 shares; 2025Q4: 170,217 shares; 2026Q1: 193,242 shares 193,242 $55.6M 1.36% +23,025 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,585 shares; 2024Q4: 536,611 shares; 2025Q1: 598,829 shares; 2025Q2: 711,820 shares; 2025Q3: not reported; 2025Q4: 824,295 shares; 2026Q1: 928,138 shares 928,138 $48.2M 1.18% +103,843 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,085 shares; 2024Q4: 571,438 shares; 2025Q1: 672,822 shares; 2025Q2: 688,315 shares; 2025Q3: 736,317 shares; 2025Q4: 725,240 shares; 2026Q1: 836,279 shares 836,279 $47.4M 1.16% +111,039 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: 132,722 shares; 2024Q4: 141,533 shares; 2025Q1: 154,903 shares; 2025Q2: 154,234 shares; 2025Q3: 154,038 shares; 2025Q4: 156,450 shares; 2026Q1: 158,439 shares 158,439 $46.6M 1.14% +1,989 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: 28,870 shares; 2024Q4: 31,057 shares; 2025Q1: 53,340 shares; 2025Q2: 53,169 shares; 2025Q3: 62,474 shares; 2025Q4: 70,943 shares; 2026Q1: 81,343 shares 81,343 $46.5M 1.14% +10,400 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,978 shares; 2025Q1: 82,993 shares; 2025Q2: 82,935 shares; 2025Q3: 83,058 shares; 2025Q4: 82,812 shares; 2026Q1: 235,927 shares 235,927 $43.5M 1.06% +153,115 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: 91,977 shares; 2024Q4: 90,849 shares; 2025Q1: 102,918 shares; 2025Q2: 98,936 shares; 2025Q3: 119,837 shares; 2025Q4: 123,702 shares; 2026Q1: 136,073 shares 136,073 $42.1M 1.03% +12,371 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986,029 shares; 2024Q4: 1,095,102 shares; 2025Q1: 1,217,800 shares; 2025Q2: 1,340,058 shares; 2025Q3: 1,404,986 shares; 2025Q4: 1,439,620 shares; 2026Q1: 1,597,029 shares 1,597,029 $41.8M 1.02% +157,409 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,039 shares; 2024Q4: 187,782 shares; 2025Q1: 189,256 shares; 2025Q2: 205,754 shares; 2025Q3: 215,576 shares; 2025Q4: 219,290 shares; 2026Q1: 207,122 shares 207,122 $40.6M 0.99% -12,168 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: 189,519 shares; 2024Q4: 182,657 shares; 2025Q1: 182,971 shares; 2025Q2: 184,393 shares; 2025Q3: 193,103 shares; 2025Q4: 192,300 shares; 2026Q1: 235,495 shares 235,495 $40M 0.98% +43,195 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: 312,097 shares; 2024Q4: 302,703 shares; 2025Q1: 321,887 shares; 2025Q2: 322,928 shares; 2025Q3: 324,303 shares; 2025Q4: 321,083 shares; 2026Q1: 320,972 shares 320,972 $39.9M 0.98% -111 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,447 shares; 2024Q4: 308,264 shares; 2025Q1: 361,738 shares; 2025Q2: 390,657 shares; 2025Q3: 411,160 shares; 2025Q4: 440,130 shares; 2026Q1: 513,210 shares 513,210 $39.7M 0.97% +73,080 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,933 shares; 2024Q4: 710,359 shares; 2025Q1: 699,625 shares; 2025Q2: 750,208 shares; 2025Q3: 1,115,378 shares; 2025Q4: 1,140,188 shares; 2026Q1: 1,029,237 shares 1,029,237 $39.5M 0.97% -110,951 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: 27,145 shares; 2024Q4: 24,258 shares; 2025Q1: 19,808 shares; 2025Q2: 29,727 shares; 2025Q3: not reported; 2025Q4: 51,934 shares; 2026Q1: 80,418 shares 80,418 $38.5M 0.94% +28,484 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: 96,259 shares; 2024Q4: 90,487 shares; 2025Q1: 86,902 shares; 2025Q2: 86,117 shares; 2025Q3: 92,326 shares; 2025Q4: 98,627 shares; 2026Q1: 102,179 shares 102,179 $38M 0.93% +3,552 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,734 shares; 2024Q4: 285,315 shares; 2025Q1: 280,873 shares; 2025Q2: 309,405 shares; 2025Q3: 318,905 shares; 2025Q4: 326,449 shares; 2026Q1: 404,453 shares 404,453 $34.2M 0.84% +78,004 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: not reported; 2024Q4: not reported; 2025Q1: 43,102 shares; 2025Q2: 68,463 shares; 2025Q3: 161,579 shares; 2025Q4: 212,267 shares; 2026Q1: 335,841 shares 335,841 $33.8M 0.83% +123,574 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,122 shares; 2024Q4: 418,645 shares; 2025Q1: 420,748 shares; 2025Q2: 692,273 shares; 2025Q3: 730,552 shares; 2025Q4: 743,356 shares; 2026Q1: 783,813 shares 783,813 $31.1M 0.76% +40,457 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: 239,699 shares; 2024Q4: 287,952 shares; 2025Q1: 309,563 shares; 2025Q2: 336,170 shares; 2025Q3: 344,899 shares; 2025Q4: 355,786 shares; 2026Q1: 379,070 shares 379,070 $29M 0.71% +23,284 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,482 shares; 2024Q4: 220,938 shares; 2025Q1: 262,922 shares; 2025Q2: 282,136 shares; 2025Q3: 294,974 shares; 2025Q4: 300,392 shares; 2026Q1: 334,140 shares 334,140 $28.9M 0.71% +33,748 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: 43,285 shares; 2024Q4: 43,792 shares; 2025Q1: 66,761 shares; 2025Q2: 66,396 shares; 2025Q3: 86,347 shares; 2025Q4: 92,299 shares; 2026Q1: 97,803 shares 97,803 $28.1M 0.69% +5,504 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,599 shares; 2024Q4: 175,290 shares; 2025Q1: 218,619 shares; 2025Q2: 246,772 shares; 2025Q3: 294,663 shares; 2025Q4: 359,246 shares; 2026Q1: 465,179 shares 465,179 $25.8M 0.63% +105,933 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: 66,485 shares; 2024Q4: 69,050 shares; 2025Q1: 96,278 shares; 2025Q2: 102,432 shares; 2025Q3: 106,670 shares; 2025Q4: 108,684 shares; 2026Q1: 117,199 shares 117,199 $25.5M 0.62% +8,515 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: 173,214 shares; 2024Q4: 176,525 shares; 2025Q1: 175,651 shares; 2025Q2: 182,319 shares; 2025Q3: 162,571 shares; 2025Q4: 163,675 shares; 2026Q1: 147,072 shares 147,072 $24.2M 0.59% -16,603 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: 65,402 shares; 2024Q4: 64,487 shares; 2025Q1: 61,062 shares; 2025Q2: 60,262 shares; 2025Q3: 52,043 shares; 2025Q4: 53,089 shares; 2026Q1: 47,265 shares 47,265 $21.8M 0.53% -5,824 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,954 shares; 2024Q4: 506,300 shares; 2025Q1: 517,187 shares; 2025Q2: 245,298 shares; 2025Q3: not reported; 2025Q4: 241,766 shares; 2026Q1: 253,291 shares 253,291 $20.4M 0.5% +11,525 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873,291 shares; 2024Q4: 1,102,385 shares; 2025Q1: 1,300,735 shares; 2025Q2: 1,279,039 shares; 2025Q3: 1,205,865 shares; 2025Q4: 1,099,407 shares; 2026Q1: 1,189,090 shares 1,189,090 $20.4M 0.5% +89,683 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: 39,142 shares; 2024Q4: 42,486 shares; 2025Q1: 45,636 shares; 2025Q2: 46,428 shares; 2025Q3: 49,397 shares; 2025Q4: 52,728 shares; 2026Q1: 66,168 shares 66,168 $20M 0.49% +13,440 Timeline ESGV 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: 43,559 shares; 2025Q3: 107,223 shares; 2025Q4: 170,810 shares; 2026Q1: 171,091 shares 171,091 $19.2M 0.47% +281 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,800 shares; 2024Q4: 20,962 shares; 2025Q1: 25,326 shares; 2025Q2: 25,318 shares; 2025Q3: 27,329 shares; 2025Q4: 30,090 shares; 2026Q1: 33,231 shares 33,231 $19.2M 0.47% +3,141 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,861 shares; 2024Q4: 11,967 shares; 2025Q1: 12,440 shares; 2025Q2: 14,107 shares; 2025Q3: 17,676 shares; 2025Q4: 10,952 shares; 2026Q1: 251,302 shares 251,302 $18.5M 0.45% +240,350 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: 33,630 shares; 2024Q4: 30,896 shares; 2025Q1: 24,485 shares; 2025Q2: 25,679 shares; 2025Q3: 22,616 shares; 2025Q4: 24,266 shares; 2026Q1: 28,119 shares 28,119 $18.3M 0.45% +3,853 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,523 shares; 2024Q4: 318,801 shares; 2025Q1: 324,298 shares; 2025Q2: 339,497 shares; 2025Q3: 355,898 shares; 2025Q4: 361,338 shares; 2026Q1: 387,577 shares 387,577 $18.2M 0.45% +26,239 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,722 shares; 2024Q4: 40,035 shares; 2025Q1: 39,699 shares; 2025Q2: 39,474 shares; 2025Q3: 34,835 shares; 2025Q4: 34,630 shares; 2026Q1: 31,261 shares 31,261 $17.6M 0.43% -3,369 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: 200,533 shares; 2024Q4: 200,816 shares; 2025Q1: 198,879 shares; 2025Q2: 207,710 shares; 2025Q3: 211,814 shares; 2025Q4: 211,577 shares; 2026Q1: 220,549 shares 220,549 $17.6M 0.43% +8,972 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 24,156 shares; 2025Q1: 30,648 shares; 2025Q2: 28,574 shares; 2025Q3: 30,083 shares; 2025Q4: 30,121 shares; 2026Q1: 31,723 shares 31,723 $17.4M 0.43% +1,602 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,711 shares; 2025Q1: 1,872 shares; 2025Q2: 2,772 shares; 2025Q3: 13,106 shares; 2025Q4: 17,077 shares; 2026Q1: 19,885 shares 19,885 $17.4M 0.42% +2,808 Timeline XYLD 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: 352,374 shares; 2024Q4: 457,194 shares; 2025Q1: 539,030 shares; 2025Q2: 529,454 shares; 2025Q3: 447,518 shares; 2025Q4: 407,879 shares; 2026Q1: 427,853 shares 427,853 $16.7M 0.41% +19,974 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 12,378 shares; 2025Q1: 12,507 shares; 2025Q2: 48,392 shares; 2025Q3: not reported; 2025Q4: 49,787 shares; 2026Q1: 48,850 shares 48,850 $16.7M 0.41% -937 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: 18,549 shares; 2024Q4: 19,314 shares; 2025Q1: 24,459 shares; 2025Q2: 25,765 shares; 2025Q3: 39,648 shares; 2025Q4: 41,319 shares; 2026Q1: 48,800 shares 48,800 $16.5M 0.4% +7,481 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: 81,447 shares; 2024Q4: 74,195 shares; 2025Q1: 74,490 shares; 2025Q2: 77,190 shares; 2025Q3: 80,251 shares; 2025Q4: 79,775 shares; 2026Q1: 85,757 shares 85,757 $16.4M 0.4% +5,982 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: 49,926 shares; 2024Q4: 52,205 shares; 2025Q1: 47,211 shares; 2025Q2: 50,798 shares; 2025Q3: 67,116 shares; 2025Q4: 67,277 shares; 2026Q1: 66,401 shares 66,401 $16.2M 0.4% -876 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,953 shares; 2025Q1: 2,962 shares; 2025Q2: 3,095 shares; 2025Q3: 3,049 shares; 2025Q4: not reported; 2026Q1: 201,104 shares 201,104 $15.8M 0.39% 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: 117,047 shares; 2024Q4: 126,244 shares; 2025Q1: 141,263 shares; 2025Q2: 150,799 shares; 2025Q3: 161,708 shares; 2025Q4: 153,459 shares; 2026Q1: 165,878 shares 165,878 $15.4M 0.38% +12,419 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: 78,279 shares; 2024Q4: 61,483 shares; 2025Q1: 16,007 shares; 2025Q2: 17,079 shares; 2025Q3: 20,246 shares; 2025Q4: 21,123 shares; 2026Q1: 25,492 shares 25,492 $15.2M 0.37% +4,369 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,690 shares; 2024Q4: 103,407 shares; 2025Q1: 103,178 shares; 2025Q2: 103,570 shares; 2025Q3: 92,159 shares; 2025Q4: 91,224 shares; 2026Q1: 82,802 shares 82,802 $15.1M 0.37% -8,422 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: 120,902 shares; 2024Q4: 110,529 shares; 2025Q1: 110,621 shares; 2025Q2: 110,630 shares; 2025Q3: 110,399 shares; 2025Q4: 106,707 shares; 2026Q1: 116,880 shares 116,880 $15M 0.37% +10,173 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: 27,477 shares; 2024Q4: 27,225 shares; 2025Q1: 29,199 shares; 2025Q2: 37,719 shares; 2025Q3: 31,779 shares; 2025Q4: 32,992 shares; 2026Q1: 29,780 shares 29,780 $14.9M 0.36% -3,212 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: not reported; 2025Q1: 202,365 shares; 2025Q2: 229,675 shares; 2025Q3: 256,160 shares; 2025Q4: 286,780 shares; 2026Q1: 483,772 shares 483,772 $14.3M 0.35% +196,992 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: 72,008 shares 72,008 $14.2M 0.35% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,789 shares; 2024Q4: 172,581 shares; 2025Q1: 203,677 shares; 2025Q2: 205,676 shares; 2025Q3: 173,880 shares; 2025Q4: 169,547 shares; 2026Q1: 155,578 shares 155,578 $14.1M 0.34% -13,969 Timeline RYLD 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: 638,429 shares; 2024Q4: 942,986 shares; 2025Q1: 1,184,631 shares; 2025Q2: 1,163,591 shares; 2025Q3: 1,009,634 shares; 2025Q4: 831,825 shares; 2026Q1: 901,152 shares 901,152 $13.5M 0.33% +69,327 Timeline DGT 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: 79,433 shares 79,433 $13.5M 0.33% new 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: 60,368 shares; 2024Q4: 63,598 shares; 2025Q1: 77,005 shares; 2025Q2: 77,583 shares; 2025Q3: 79,020 shares; 2025Q4: 84,309 shares; 2026Q1: 93,045 shares 93,045 $12.8M 0.31% +8,736 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 167,992 shares; 2025Q1: 194,020 shares; 2025Q2: 193,608 shares; 2025Q3: 205,672 shares; 2025Q4: 215,137 shares; 2026Q1: 235,177 shares 235,177 $12.7M 0.31% +20,040 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: 20,599 shares; 2024Q4: 14,261 shares; 2025Q1: 11,563 shares; 2025Q2: 11,926 shares; 2025Q3: 11,740 shares; 2025Q4: 12,682 shares; 2026Q1: 13,797 shares 13,797 $12.7M 0.31% +1,115 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: 170,187 shares; 2024Q4: 171,956 shares; 2025Q1: 166,221 shares; 2025Q2: 288,639 shares; 2025Q3: not reported; 2025Q4: 271,228 shares; 2026Q1: 260,172 shares 260,172 $12.7M 0.31% -11,056 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,203 shares; 2025Q1: 16,969 shares; 2025Q2: 18,888 shares; 2025Q3: 47,684 shares; 2025Q4: 48,595 shares; 2026Q1: 44,125 shares 44,125 $12.7M 0.31% -4,470 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: 8,079 shares; 2024Q4: 8,311 shares; 2025Q1: 8,955 shares; 2025Q2: 9,065 shares; 2025Q3: 11,640 shares; 2025Q4: 11,543 shares; 2026Q1: 12,144 shares 12,144 $12.1M 0.3% +601 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: 2,127 shares; 2024Q4: 7,568 shares; 2025Q1: 7,559 shares; 2025Q2: 9,235 shares; 2025Q3: 14,154 shares; 2025Q4: 20,623 shares; 2026Q1: 34,932 shares 34,932 $11.8M 0.29% +14,309 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: 20,181 shares; 2024Q4: 19,881 shares; 2025Q1: 15,598 shares; 2025Q2: 16,516 shares; 2025Q3: not reported; 2025Q4: 54,104 shares; 2026Q1: 56,573 shares 56,573 $11.5M 0.28% +2,469 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,204 shares; 2025Q1: 25,819 shares; 2025Q2: 25,907 shares; 2025Q3: 24,183 shares; 2025Q4: 23,908 shares; 2026Q1: 21,212 shares 21,212 $11.4M 0.28% -2,696 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: 22,455 shares; 2024Q4: 27,017 shares; 2025Q1: 31,333 shares; 2025Q2: 32,155 shares; 2025Q3: 28,692 shares; 2025Q4: 23,861 shares; 2026Q1: 177,683 shares 177,683 $11.4M 0.28% +153,822 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,774 shares; 2024Q4: 38,511 shares; 2025Q1: 32,498 shares; 2025Q2: 36,996 shares; 2025Q3: 42,077 shares; 2025Q4: 16,611 shares; 2026Q1: 186,366 shares 186,366 $11M 0.27% +169,755 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: 50,123 shares; 2024Q4: 55,358 shares; 2025Q1: 61,922 shares; 2025Q2: 67,198 shares; 2025Q3: 70,832 shares; 2025Q4: 71,430 shares; 2026Q1: 82,564 shares 82,564 $10.9M 0.27% +11,134 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: 1,912 shares; 2024Q4: 2,836 shares; 2025Q1: 3,813 shares; 2025Q2: 9,133 shares; 2025Q3: 9,848 shares; 2025Q4: 9,527 shares; 2026Q1: 25,287 shares 25,287 $10.9M 0.27% +15,760 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: 76,424 shares; 2024Q4: 36,492 shares; 2025Q1: 38,862 shares; 2025Q2: 36,082 shares; 2025Q3: not reported; 2025Q4: 43,889 shares; 2026Q1: 52,365 shares 52,365 $10.8M 0.27% +8,476 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,136 shares; 2024Q4: 133,043 shares; 2025Q1: 132,546 shares; 2025Q2: 131,412 shares; 2025Q3: 114,875 shares; 2025Q4: 114,620 shares; 2026Q1: 97,161 shares 97,161 $10.8M 0.26% -17,459 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: 47,306 shares; 2024Q4: 49,047 shares; 2025Q1: 52,425 shares; 2025Q2: 54,465 shares; 2025Q3: 32,682 shares; 2025Q4: 33,162 shares; 2026Q1: 34,749 shares 34,749 $10.8M 0.26% +1,587 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: 44,302 shares; 2024Q4: 45,982 shares; 2025Q1: 54,486 shares; 2025Q2: 71,410 shares; 2025Q3: 126,393 shares; 2025Q4: 133,543 shares; 2026Q1: 138,807 shares 138,807 $10.8M 0.26% +5,264 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,405 shares; 2024Q4: 243,668 shares; 2025Q1: 273,323 shares; 2025Q2: 299,313 shares; 2025Q3: 442,157 shares; 2025Q4: 475,701 shares; 2026Q1: 493,130 shares 493,130 $10.7M 0.26% +17,429 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: 7,318 shares; 2024Q4: 2,636 shares; 2025Q1: 3,241 shares; 2025Q2: 49,536 shares; 2025Q3: 58,449 shares; 2025Q4: 63,949 shares; 2026Q1: 76,550 shares 76,550 $10.7M 0.26% +12,601 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,211 shares; 2024Q4: 118,786 shares; 2025Q1: 121,543 shares; 2025Q2: 214,115 shares; 2025Q3: 123,394 shares; 2025Q4: 131,366 shares; 2026Q1: 145,306 shares 145,306 $10.6M 0.26% +13,940 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 9,275 shares; 2025Q1: 15,257 shares; 2025Q2: 14,030 shares; 2025Q3: 8,589 shares; 2025Q4: 8,537 shares; 2026Q1: 7,121 shares 7,121 $10.5M 0.26% -1,416 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,408 shares; 2024Q4: 287,496 shares; 2025Q1: 297,229 shares; 2025Q2: 285,720 shares; 2025Q3: 293,376 shares; 2025Q4: 299,701 shares; 2026Q1: 276,951 shares 276,951 $10.5M 0.26% -22,750 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,530 shares; 2025Q1: 1,564 shares; 2025Q2: 48,086 shares; 2025Q3: 58,952 shares; 2025Q4: 64,157 shares; 2026Q1: 79,218 shares 79,218 $10.4M 0.25% +15,061 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: 4,764 shares; 2025Q2: 3,880 shares; 2025Q3: 170,298 shares; 2025Q4: 5,754 shares; 2026Q1: 177,310 shares 177,310 $10.3M 0.25% +171,556 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,282 shares; 2024Q4: 11,136 shares; 2025Q1: 11,137 shares; 2025Q2: 10,730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,573 shares 92,573 $10.3M 0.25% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,756 shares; 2025Q4: 5,173 shares; 2026Q1: 160,984 shares 160,984 $10.1M 0.25% +155,811 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 26,052 shares; 2025Q3: 31,085 shares; 2025Q4: 30,962 shares; 2026Q1: 35,219 shares 35,219 $9.9M 0.24% +4,257 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: 8,123 shares; 2024Q4: 11,467 shares; 2025Q1: 13,173 shares; 2025Q2: 21,119 shares; 2025Q3: 30,654 shares; 2025Q4: 37,968 shares; 2026Q1: 67,536 shares 67,536 $9.88M 0.24% +29,568 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 2,857 shares; 2025Q1: 4,189 shares; 2025Q2: 4,582 shares; 2025Q3: 6,635 shares; 2025Q4: 83,104 shares; 2026Q1: 102,406 shares 102,406 $9.85M 0.24% +19,302 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 8,545 shares; 2025Q4: not reported; 2026Q1: 228,396 shares 228,396 $9.69M 0.24% 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: 3,639 shares; 2024Q4: 3,097 shares; 2025Q1: 3,433 shares; 2025Q2: 5,439 shares; 2025Q3: not reported; 2025Q4: 65,647 shares; 2026Q1: 73,199 shares 73,199 $9.59M 0.23% +7,552 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,334 shares 84,334 $9.45M 0.23% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,871 shares; 2024Q4: 215,793 shares; 2025Q1: 206,842 shares; 2025Q2: 206,606 shares; 2025Q3: 171,134 shares; 2025Q4: 170,371 shares; 2026Q1: 144,370 shares 144,370 $9.38M 0.23% -26,001 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,278 shares; 2025Q4: not reported; 2026Q1: 405,975 shares 405,975 $9.32M 0.23% new 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: 19,944 shares; 2024Q4: 41,547 shares; 2025Q1: 41,735 shares; 2025Q2: 42,183 shares; 2025Q3: 51,171 shares; 2025Q4: 55,516 shares; 2026Q1: 57,270 shares 57,270 $9.18M 0.22% +1,754 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,693 shares; 2025Q2: 20,538 shares; 2025Q3: 30,221 shares; 2025Q4: 32,981 shares; 2026Q1: 36,487 shares 36,487 $9.14M 0.22% +3,506 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,550 shares; 2024Q4: 65,807 shares; 2025Q1: 65,605 shares; 2025Q2: 66,206 shares; 2025Q3: 54,853 shares; 2025Q4: 55,037 shares; 2026Q1: 48,352 shares 48,352 $9.03M 0.22% -6,685 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,234 shares; 2025Q3: not reported; 2025Q4: 122,117 shares; 2026Q1: 122,186 shares 122,186 $9M 0.22% +69 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,699 shares; 2025Q1: 4,503 shares; 2025Q2: 4,066 shares; 2025Q3: 5,915 shares; 2025Q4: 5,457 shares; 2026Q1: 5,176 shares 5,176 $8.95M 0.22% -281 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,924 shares; 2024Q4: 71,747 shares; 2025Q1: 74,253 shares; 2025Q2: 76,706 shares; 2025Q3: 93,859 shares; 2025Q4: 91,545 shares; 2026Q1: 53,237 shares 53,237 $8.74M 0.21% -38,308 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,767 shares; 2024Q4: 157,920 shares; 2025Q1: 216,765 shares; 2025Q2: 218,166 shares; 2025Q3: 193,099 shares; 2025Q4: 193,459 shares; 2026Q1: 172,125 shares 172,125 $8.66M 0.21% -21,334 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 5,443 shares; 2025Q1: 8,454 shares; 2025Q2: 10,001 shares; 2025Q3: 18,096 shares; 2025Q4: 19,440 shares; 2026Q1: 22,131 shares 22,131 $8.64M 0.21% +2,691 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,310 shares; 2025Q4: not reported; 2026Q1: 131,947 shares 131,947 $8.61M 0.21% new 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: 343 shares; 2025Q1: 315 shares; 2025Q2: 374 shares; 2025Q3: 6,752 shares; 2025Q4: 7,253 shares; 2026Q1: 8,940 shares 8,940 $8.6M 0.21% +1,687 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: 178,435 shares; 2024Q4: 178,322 shares; 2025Q1: 107,694 shares; 2025Q2: 104,851 shares; 2025Q3: 101,165 shares; 2025Q4: 94,012 shares; 2026Q1: 88,489 shares 88,489 $8.34M 0.2% -5,523 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: 1,102 shares; 2024Q4: 1,128 shares; 2025Q1: 1,279 shares; 2025Q2: 17,200 shares; 2025Q3: 22,754 shares; 2025Q4: 24,530 shares; 2026Q1: 28,198 shares 28,198 $8.33M 0.2% +3,668 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: 417,421 shares; 2024Q4: 351,357 shares; 2025Q1: 597,832 shares; 2025Q2: 622,372 shares; 2025Q3: 625,975 shares; 2025Q4: 643,896 shares; 2026Q1: 420,016 shares 420,016 $8.24M 0.2% -223,880 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,027 shares; 2024Q4: 326,688 shares; 2025Q1: 347,725 shares; 2025Q2: 349,147 shares; 2025Q3: 360,559 shares; 2025Q4: 380,070 shares; 2026Q1: 401,001 shares 401,001 $8.19M 0.2% +20,931 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,565 shares; 2024Q4: 39,233 shares; 2025Q1: 32,624 shares; 2025Q2: 32,004 shares; 2025Q3: 25,238 shares; 2025Q4: 21,275 shares; 2026Q1: 148,122 shares 148,122 $8.01M 0.2% +126,847 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,397 shares; 2024Q4: 81,387 shares; 2025Q1: 408,361 shares; 2025Q2: 410,340 shares; 2025Q3: 423,561 shares; 2025Q4: 455,163 shares; 2026Q1: 478,616 shares 478,616 $8M 0.2% +23,453 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,202 shares; 2026Q1: 161,834 shares 161,834 $7.99M 0.2% +143,632 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,591 shares; 2024Q4: 351,044 shares; 2025Q1: 375,855 shares; 2025Q2: 378,395 shares; 2025Q3: 389,826 shares; 2025Q4: 409,561 shares; 2026Q1: 425,976 shares 425,976 $7.95M 0.19% +16,415 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,518 shares; 2024Q4: 114,811 shares; 2025Q1: 119,635 shares; 2025Q2: 28,323 shares; 2025Q3: not reported; 2025Q4: 22,956 shares; 2026Q1: 71,147 shares 71,147 $7.86M 0.19% +48,191 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757,699 shares; 2024Q4: 713,699 shares; 2025Q1: 713,699 shares; 2025Q2: 713,699 shares; 2025Q3: 713,699 shares; 2025Q4: 713,948 shares; 2026Q1: 668,493 shares 668,493 $7.29M 0.18% -45,455 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: 6,634 shares; 2024Q4: 6,558 shares; 2025Q1: 7,947 shares; 2025Q2: 9,545 shares; 2025Q3: 6,978 shares; 2025Q4: 7,479 shares; 2026Q1: 8,524 shares 8,524 $7.21M 0.18% +1,045 Timeline BSCV 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: 70,219 shares; 2024Q4: 77,646 shares; 2025Q1: 116,222 shares; 2025Q2: 121,536 shares; 2025Q3: 125,208 shares; 2025Q4: 996,015 shares; 2026Q1: 433,577 shares 433,577 $7.14M 0.17% -562,438 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: 42,748 shares; 2024Q4: 45,175 shares; 2025Q1: 42,402 shares; 2025Q2: 42,481 shares; 2025Q3: 38,993 shares; 2025Q4: 38,783 shares; 2026Q1: 33,800 shares 33,800 $7.1M 0.17% -4,983 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,526 shares; 2024Q4: 122,606 shares; 2025Q1: 313,635 shares; 2025Q2: 319,356 shares; 2025Q3: 117,294 shares; 2025Q4: 106,543 shares; 2026Q1: 105,314 shares 105,314 $6.73M 0.16% -1,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,010 shares; 2025Q3: 56,876 shares; 2025Q4: 127,047 shares; 2026Q1: 109,757 shares 109,757 $6.7M 0.16% -17,290 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: 16,063 shares; 2024Q4: 16,562 shares; 2025Q1: 19,356 shares; 2025Q2: 19,490 shares; 2025Q3: 19,912 shares; 2025Q4: 19,662 shares; 2026Q1: 20,080 shares 20,080 $6.6M 0.16% +418 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 142,043 shares; 2025Q1: 158,908 shares; 2025Q2: 112,491 shares; 2025Q3: 149,992 shares; 2025Q4: 195,384 shares; 2026Q1: 332,476 shares 332,476 $6.42M 0.16% +137,092 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,696 shares; 2025Q2: 49,800 shares; 2025Q3: 51,914 shares; 2025Q4: 52,750 shares; 2026Q1: 53,364 shares 53,364 $6.33M 0.15% +614 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,533 shares; 2024Q4: 41,719 shares; 2025Q1: 41,692 shares; 2025Q2: 45,376 shares; 2025Q3: 48,719 shares; 2025Q4: 36,863 shares; 2026Q1: 58,867 shares 58,867 $6.25M 0.15% +22,004 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: 23,295 shares; 2024Q4: 23,019 shares; 2025Q1: 24,130 shares; 2025Q2: 27,382 shares; 2025Q3: 34,382 shares; 2025Q4: 37,547 shares; 2026Q1: 43,223 shares 43,223 $6.24M 0.15% +5,676 Timeline DFUV 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: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 6,268 shares; 2025Q4: 5,203 shares; 2026Q1: 127,631 shares 127,631 $6.18M 0.15% +122,428 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 2,824 shares; 2025Q1: 4,142 shares; 2025Q2: 3,978 shares; 2025Q3: 4,040 shares; 2025Q4: 3,919 shares; 2026Q1: 28,367 shares 28,367 $6.16M 0.15% +24,448 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,592 shares; 2024Q4: 41,555 shares; 2025Q1: 40,765 shares; 2025Q2: 41,613 shares; 2025Q3: 38,649 shares; 2025Q4: 38,477 shares; 2026Q1: 31,149 shares 31,149 $6.08M 0.15% -7,328 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,496 shares 55,496 $5.91M 0.14% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,966 shares; 2025Q1: 6,147 shares; 2025Q2: 6,006 shares; 2025Q3: 6,019 shares; 2025Q4: 6,439 shares; 2026Q1: 16,081 shares 16,081 $5.91M 0.14% +9,642 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: 18,442 shares; 2024Q4: 18,510 shares; 2025Q1: 20,937 shares; 2025Q2: 21,687 shares; 2025Q3: 26,727 shares; 2025Q4: 27,510 shares; 2026Q1: 30,206 shares 30,206 $5.83M 0.14% +2,696 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,416 shares; 2024Q4: 40,210 shares; 2025Q1: 107,587 shares; 2025Q2: 92,847 shares; 2025Q3: 98,736 shares; 2025Q4: 97,822 shares; 2026Q1: 113,742 shares 113,742 $5.76M 0.14% +15,920 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: 15,210 shares; 2024Q4: 9,621 shares; 2025Q1: 19,790 shares; 2025Q2: 25,208 shares; 2025Q3: 42,132 shares; 2025Q4: 44,992 shares; 2026Q1: 43,827 shares 43,827 $5.64M 0.14% -1,165 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: 21,170 shares; 2024Q4: 21,908 shares; 2025Q1: 21,146 shares; 2025Q2: 20,522 shares; 2025Q3: 32,758 shares; 2025Q4: 35,262 shares; 2026Q1: 36,055 shares 36,055 $5.6M 0.14% +793 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: 124,118 shares; 2024Q4: 127,991 shares; 2025Q1: 134,255 shares; 2025Q2: 73,804 shares; 2025Q3: 48,530 shares; 2025Q4: 44,879 shares; 2026Q1: 46,515 shares 46,515 $5.6M 0.14% +1,636 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: 37,036 shares; 2024Q4: 50,146 shares; 2025Q1: 50,573 shares; 2025Q2: 53,192 shares; 2025Q3: not reported; 2025Q4: 64,191 shares; 2026Q1: 73,046 shares 73,046 $5.56M 0.14% +8,855 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: 7,620 shares; 2024Q4: 7,127 shares; 2025Q1: 6,881 shares; 2025Q2: 7,481 shares; 2025Q3: 7,167 shares; 2025Q4: 6,757 shares; 2026Q1: 8,495 shares 8,495 $5.55M 0.14% +1,738 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,821 shares; 2025Q1: 34,941 shares; 2025Q2: 34,471 shares; 2025Q3: 26,236 shares; 2025Q4: 26,441 shares; 2026Q1: 22,776 shares 22,776 $5.54M 0.14% -3,665 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,711 shares; 2025Q4: 29,171 shares; 2026Q1: 80,514 shares 80,514 $5.49M 0.13% +51,343 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: 21,695 shares; 2024Q4: 22,828 shares; 2025Q1: 23,105 shares; 2025Q2: 23,195 shares; 2025Q3: 23,021 shares; 2025Q4: 24,296 shares; 2026Q1: 24,668 shares 24,668 $5.31M 0.13% +372 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,097 shares; 2024Q4: 56,467 shares; 2025Q1: 55,436 shares; 2025Q2: 55,496 shares; 2025Q3: 51,528 shares; 2025Q4: 54,055 shares; 2026Q1: 43,626 shares 43,626 $5.3M 0.13% -10,429 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,993 shares; 2025Q1: 2,734 shares; 2025Q2: 2,219 shares; 2025Q3: 3,116 shares; 2025Q4: 2,452 shares; 2026Q1: 12,010 shares 12,010 $5.25M 0.13% +9,558 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: 17,058 shares; 2024Q4: 20,510 shares; 2025Q1: 28,944 shares; 2025Q2: 45,028 shares; 2025Q3: 56,757 shares; 2025Q4: 64,167 shares; 2026Q1: 78,687 shares 78,687 $5.19M 0.13% +14,520 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 11,380 shares; 2025Q1: 11,251 shares; 2025Q2: 11,240 shares; 2025Q3: 13,928 shares; 2025Q4: 14,603 shares; 2026Q1: 68,483 shares 68,483 $5.14M 0.13% +53,880 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,000 shares; 2025Q1: 65,423 shares; 2025Q2: 61,145 shares; 2025Q3: 66,295 shares; 2025Q4: 51,341 shares; 2026Q1: 66,598 shares 66,598 $5.14M 0.13% +15,257 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: 3,961 shares; 2024Q4: 7,770 shares; 2025Q1: 20,682 shares; 2025Q2: 32,118 shares; 2025Q3: 49,612 shares; 2025Q4: 58,860 shares; 2026Q1: 71,258 shares 71,258 $5.13M 0.13% +12,398 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 6,272 shares; 2025Q1: 5,935 shares; 2025Q2: 4,294 shares; 2025Q3: 8,716 shares; 2025Q4: 6,248 shares; 2026Q1: 51,174 shares 51,174 $5.08M 0.12% +44,926 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,645 shares 64,645 $5.07M 0.12% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,741 shares; 2024Q4: 7,798 shares; 2025Q1: 8,143 shares; 2025Q2: 7,558 shares; 2025Q3: 5,786 shares; 2025Q4: 6,108 shares; 2026Q1: 5,559 shares 5,559 $4.98M 0.12% -549 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 45,390 shares; 2025Q1: 46,615 shares; 2025Q2: 55,730 shares; 2025Q3: 126,957 shares; 2025Q4: 128,076 shares; 2026Q1: 171,445 shares 171,445 $4.97M 0.12% +43,369 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: 21,906 shares; 2024Q4: 29,570 shares; 2025Q1: 44,389 shares; 2025Q2: 47,620 shares; 2025Q3: not reported; 2025Q4: 47,546 shares; 2026Q1: 48,325 shares 48,325 $4.96M 0.12% +779 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,000 shares 150,000 $4.94M 0.12% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,266 shares; 2024Q4: 71,694 shares; 2025Q1: 72,191 shares; 2025Q2: 70,955 shares; 2025Q3: 71,129 shares; 2025Q4: 69,971 shares; 2026Q1: 60,333 shares 60,333 $4.94M 0.12% -9,638 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 5,740 shares; 2025Q1: 6,158 shares; 2025Q2: 6,621 shares; 2025Q3: 10,471 shares; 2025Q4: 7,455 shares; 2026Q1: 55,130 shares 55,130 $4.86M 0.12% +47,675 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,572 shares; 2024Q4: 154,246 shares; 2025Q1: 147,250 shares; 2025Q2: 148,790 shares; 2025Q3: 125,128 shares; 2025Q4: 122,011 shares; 2026Q1: 100,054 shares 100,054 $4.8M 0.12% -21,957 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,547 shares; 2024Q4: 214,246 shares; 2025Q1: 212,553 shares; 2025Q2: 208,278 shares; 2025Q3: 161,097 shares; 2025Q4: 154,239 shares; 2026Q1: 127,375 shares 127,375 $4.77M 0.12% -26,864 Timeline NVDX 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: 20,000 shares; 2025Q3: 283,333 shares; 2025Q4: 283,333 shares; 2026Q1: 336,783 shares 336,783 $4.69M 0.11% +53,450 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,909 shares; 2024Q4: 18,126 shares; 2025Q1: 18,495 shares; 2025Q2: 19,801 shares; 2025Q3: not reported; 2025Q4: 20,810 shares; 2026Q1: 23,516 shares 23,516 $4.68M 0.11% +2,706 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,704 shares; 2025Q1: 2,692 shares; 2025Q2: 2,906 shares; 2025Q3: 2,676 shares; 2025Q4: 2,666 shares; 2026Q1: 32,025 shares 32,025 $4.64M 0.11% +29,359 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: 20,454 shares; 2024Q4: 22,311 shares; 2025Q1: 22,368 shares; 2025Q2: 20,307 shares; 2025Q3: 18,978 shares; 2025Q4: 18,161 shares; 2026Q1: 18,692 shares 18,692 $4.64M 0.11% +531 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,667 shares; 2025Q3: 117,819 shares; 2025Q4: 119,236 shares; 2026Q1: 129,907 shares 129,907 $4.61M 0.11% +10,671 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 14,997 shares; 2025Q1: 17,636 shares; 2025Q2: 16,914 shares; 2025Q3: 17,436 shares; 2025Q4: 17,474 shares; 2026Q1: 31,068 shares 31,068 $4.6M 0.11% +13,594 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: 3,345 shares; 2024Q4: 3,512 shares; 2025Q1: 5,257 shares; 2025Q2: 4,046 shares; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 6,483 shares 6,483 $4.59M 0.11% +2,921 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,837 shares; 2024Q4: 197,806 shares; 2025Q1: 136,666 shares; 2025Q2: 165,649 shares; 2025Q3: 43,390 shares; 2025Q4: 38,408 shares; 2026Q1: 63,633 shares 63,633 $4.53M 0.11% +25,225 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,618 shares; 2024Q4: 32,774 shares; 2025Q1: 32,706 shares; 2025Q2: 34,245 shares; 2025Q3: 36,160 shares; 2025Q4: 34,769 shares; 2026Q1: 34,149 shares 34,149 $4.51M 0.11% -620 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,723 shares; 2024Q4: 70,676 shares; 2025Q1: 70,431 shares; 2025Q2: 102,327 shares; 2025Q3: 127,170 shares; 2025Q4: 146,712 shares; 2026Q1: 154,351 shares 154,351 $4.33M 0.11% +7,639 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,895 shares; 2025Q2: 89,895 shares; 2025Q3: not reported; 2025Q4: 88,895 shares; 2026Q1: 88,895 shares 88,895 $4.27M 0.1% 0 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: 181,364 shares; 2024Q4: 173,074 shares; 2025Q1: 82,462 shares; 2025Q2: 70,098 shares; 2025Q3: 66,796 shares; 2025Q4: 59,062 shares; 2026Q1: 60,070 shares 60,070 $4.19M 0.1% +1,008 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 25,601 shares; 2025Q1: 23,931 shares; 2025Q2: 20,270 shares; 2025Q3: 15,712 shares; 2025Q4: 19,929 shares; 2026Q1: 72,906 shares 72,906 $4.16M 0.1% +52,977 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: 10,162 shares; 2024Q4: 18,456 shares; 2025Q1: 19,051 shares; 2025Q2: 20,264 shares; 2025Q3: 25,023 shares; 2025Q4: 26,759 shares; 2026Q1: 28,004 shares 28,004 $4.12M 0.1% +1,245 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 96,495 shares; 2025Q4: 75,455 shares; 2026Q1: 56,021 shares 56,021 $4.07M 0.1% -19,434 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 13,055 shares; 2025Q1: 14,177 shares; 2025Q2: 14,673 shares; 2025Q3: 15,372 shares; 2025Q4: 16,966 shares; 2026Q1: 20,443 shares 20,443 $3.97M 0.1% +3,477 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,728 shares; 2024Q4: 391,329 shares; 2025Q1: 367,073 shares; 2025Q2: 353,031 shares; 2025Q3: 443,364 shares; 2025Q4: 491,057 shares; 2026Q1: 393,057 shares 393,057 $3.94M 0.1% -98,000 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $3.92M 0.1% new 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: 37,378 shares; 2024Q4: 36,404 shares; 2025Q1: 42,132 shares; 2025Q2: 20,871 shares; 2025Q3: 18,529 shares; 2025Q4: 18,931 shares; 2026Q1: 14,435 shares 14,435 $3.91M 0.1% -4,496 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: 127,104 shares; 2024Q4: 137,065 shares; 2025Q1: 137,340 shares; 2025Q2: 139,227 shares; 2025Q3: 145,625 shares; 2025Q4: 133,499 shares; 2026Q1: 41,499 shares 41,499 $3.9M 0.1% -92,000 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: 11,709 shares; 2024Q4: 11,601 shares; 2025Q1: 15,220 shares; 2025Q2: 20,607 shares; 2025Q3: 28,965 shares; 2025Q4: 28,890 shares; 2026Q1: 33,337 shares 33,337 $3.83M 0.09% +4,447 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 40,096 shares; 2025Q1: 41,051 shares; 2025Q2: 41,246 shares; 2025Q3: 34,883 shares; 2025Q4: 32,148 shares; 2026Q1: 22,755 shares 22,755 $3.76M 0.09% -9,393 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 532 shares; 2025Q3: 5,180 shares; 2025Q4: 6,757 shares; 2026Q1: 9,433 shares 9,433 $3.75M 0.09% +2,676 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,679 shares 27,679 $3.75M 0.09% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 5 shares 5 $3.59M 0.09% +2 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 17,177 shares; 2025Q3: 22,634 shares; 2025Q4: 22,358 shares; 2026Q1: 17,359 shares 17,359 $3.58M 0.09% -4,999 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,021 shares; 2025Q1: 24,006 shares; 2025Q2: 31,193 shares; 2025Q3: not reported; 2025Q4: 35,720 shares; 2026Q1: 28,192 shares 28,192 $3.46M 0.08% -7,528 Timeline TRFK 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: 32,935 shares; 2025Q4: not reported; 2026Q1: 55,495 shares 55,495 $3.45M 0.08% new 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: 20,787 shares; 2024Q4: 23,927 shares; 2025Q1: 19,347 shares; 2025Q2: 47,032 shares; 2025Q3: 49,621 shares; 2025Q4: 33,710 shares; 2026Q1: 77,565 shares 77,565 $3.42M 0.08% +43,855 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,527 shares; 2024Q4: 25,089 shares; 2025Q1: 22,431 shares; 2025Q2: 22,479 shares; 2025Q3: 22,608 shares; 2025Q4: 23,381 shares; 2026Q1: 27,422 shares 27,422 $3.41M 0.08% +4,041 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,217 shares; 2024Q4: 241,872 shares; 2025Q1: 257,892 shares; 2025Q2: 98,486 shares; 2025Q3: 105,132 shares; 2025Q4: 122,064 shares; 2026Q1: 156,176 shares 156,176 $3.38M 0.08% +34,112 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,977 shares; 2024Q4: 36,276 shares; 2025Q1: 32,721 shares; 2025Q2: 31,026 shares; 2025Q3: not reported; 2025Q4: 29,811 shares; 2026Q1: 33,770 shares 33,770 $3.25M 0.08% +3,959 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: 7,104 shares; 2024Q4: 7,857 shares; 2025Q1: 8,669 shares; 2025Q2: 9,035 shares; 2025Q3: 9,700 shares; 2025Q4: 10,737 shares; 2026Q1: 11,165 shares 11,165 $3.17M 0.08% +428 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,542 shares 60,542 $3.14M 0.08% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,939 shares; 2024Q4: 22,513 shares; 2025Q1: 19,917 shares; 2025Q2: 19,951 shares; 2025Q3: 16,388 shares; 2025Q4: 21,143 shares; 2026Q1: 18,089 shares 18,089 $3.12M 0.08% -3,054 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: 13,091 shares; 2024Q4: 12,974 shares; 2025Q1: 13,458 shares; 2025Q2: 16,395 shares; 2025Q3: 16,981 shares; 2025Q4: 17,655 shares; 2026Q1: 23,220 shares 23,220 $3.04M 0.07% +5,565 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,200 shares; 2025Q4: 35,200 shares; 2026Q1: 124,400 shares 124,400 $3.03M 0.07% +89,200 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 9,622 shares; 2025Q1: 15,125 shares; 2025Q2: 12,608 shares; 2025Q3: 19,668 shares; 2025Q4: 19,770 shares; 2026Q1: 20,019 shares 20,019 $3.02M 0.07% +249 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: 3,804 shares; 2024Q4: 5,065 shares; 2025Q1: 5,363 shares; 2025Q2: 6,309 shares; 2025Q3: 6,307 shares; 2025Q4: 5,233 shares; 2026Q1: 39,056 shares 39,056 $3.01M 0.07% +33,823 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,296 shares; 2024Q4: 21,600 shares; 2025Q1: 21,550 shares; 2025Q2: 56,646 shares; 2025Q3: 65,135 shares; 2025Q4: 83,818 shares; 2026Q1: 99,186 shares 99,186 $3.01M 0.07% +15,368 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,103 shares; 2024Q4: 18,728 shares; 2025Q1: 18,965 shares; 2025Q2: 18,125 shares; 2025Q3: 15,363 shares; 2025Q4: 10,022 shares; 2026Q1: 9,188 shares 9,188 $3.01M 0.07% -834 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 12,322 shares; 2025Q4: 13,370 shares; 2026Q1: 13,588 shares 13,588 $2.9M 0.07% +218 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 6,464 shares; 2025Q1: 5,537 shares; 2025Q2: 6,091 shares; 2025Q3: 6,131 shares; 2025Q4: 6,723 shares; 2026Q1: 11,942 shares 11,942 $2.9M 0.07% +5,219 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 29,181 shares; 2025Q1: 29,808 shares; 2025Q2: 29,501 shares; 2025Q3: 29,709 shares; 2025Q4: 29,677 shares; 2026Q1: 29,722 shares 29,722 $2.89M 0.07% +45 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: 13,731 shares; 2024Q4: 13,930 shares; 2025Q1: 13,822 shares; 2025Q2: 14,161 shares; 2025Q3: 15,352 shares; 2025Q4: 15,300 shares; 2026Q1: 15,384 shares 15,384 $2.87M 0.07% +84 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: 31,809 shares; 2024Q4: 34,636 shares; 2025Q1: 38,470 shares; 2025Q2: 12,587 shares; 2025Q3: 11,029 shares; 2025Q4: 11,911 shares; 2026Q1: 12,382 shares 12,382 $2.8M 0.07% +471 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: 7,057 shares; 2024Q4: 6,757 shares; 2025Q1: 6,822 shares; 2025Q2: 6,684 shares; 2025Q3: 7,346 shares; 2025Q4: 7,055 shares; 2026Q1: 7,765 shares 7,765 $2.77M 0.07% +710 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: 5,198 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,634 shares; 2025Q4: 5,573 shares; 2026Q1: 6,457 shares 6,457 $2.75M 0.07% +884 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,093 shares; 2024Q4: 17,389 shares; 2025Q1: 19,993 shares; 2025Q2: 19,555 shares; 2025Q3: 8,326 shares; 2025Q4: 8,250 shares; 2026Q1: 4,548 shares 4,548 $2.75M 0.07% -3,702 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: 31,383 shares; 2024Q4: 32,181 shares; 2025Q1: 35,087 shares; 2025Q2: 41,121 shares; 2025Q3: 45,467 shares; 2025Q4: 46,142 shares; 2026Q1: 53,359 shares 53,359 $2.68M 0.07% +7,217 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: 398,781 shares; 2024Q4: 338,937 shares; 2025Q1: 588,881 shares; 2025Q2: 597,536 shares; 2025Q3: 618,860 shares; 2025Q4: 140,048 shares; 2026Q1: 135,106 shares 135,106 $2.64M 0.06% -4,942 Timeline NNI NELNET INC More: the full row for NELNET 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: 20,336 shares 20,336 $2.62M 0.06% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,132 shares; 2024Q4: 36,319 shares; 2025Q1: 37,039 shares; 2025Q2: 35,755 shares; 2025Q3: 29,094 shares; 2025Q4: 18,838 shares; 2026Q1: 13,137 shares 13,137 $2.6M 0.06% -5,701 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,099 shares; 2025Q3: 11,150 shares; 2025Q4: 11,143 shares; 2026Q1: 15,240 shares 15,240 $2.58M 0.06% +4,097 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,605 shares; 2024Q4: 104,548 shares; 2025Q1: 5,823 shares; 2025Q2: 5,367 shares; 2025Q3: 5,073 shares; 2025Q4: 6,032 shares; 2026Q1: 17,636 shares 17,636 $2.57M 0.06% +11,604 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,406 shares; 2024Q4: 38,954 shares; 2025Q1: 41,490 shares; 2025Q2: 52,624 shares; 2025Q3: 59,794 shares; 2025Q4: 55,236 shares; 2026Q1: 76,620 shares 76,620 $2.57M 0.06% +21,384 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: not reported; 2025Q4: 7,086 shares; 2026Q1: 8,051 shares 8,051 $2.56M 0.06% +965 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: 11,009 shares; 2024Q4: 15,022 shares; 2025Q1: 12,049 shares; 2025Q2: 15,287 shares; 2025Q3: not reported; 2025Q4: 18,137 shares; 2026Q1: 22,236 shares 22,236 $2.52M 0.06% +4,099 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 33,800 shares; 2025Q1: 43,972 shares; 2025Q2: 44,920 shares; 2025Q3: 46,862 shares; 2025Q4: 56,948 shares; 2026Q1: 60,562 shares 60,562 $2.49M 0.06% +3,614 Timeline LIT 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: 33,336 shares 33,336 $2.48M 0.06% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 48,670 shares; 2025Q1: 48,686 shares; 2025Q2: 38,716 shares; 2025Q3: 71,003 shares; 2025Q4: 63,115 shares; 2026Q1: 63,719 shares 63,719 $2.48M 0.06% +604 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,556 shares; 2025Q3: 4,788 shares; 2025Q4: 5,493 shares; 2026Q1: 26,739 shares 26,739 $2.46M 0.06% +21,246 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,925 shares; 2025Q1: 18,298 shares; 2025Q2: 17,477 shares; 2025Q3: 19,801 shares; 2025Q4: 17,458 shares; 2026Q1: 19,443 shares 19,443 $2.44M 0.06% +1,985 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,762 shares; 2024Q4: 68,582 shares; 2025Q1: 86,274 shares; 2025Q2: 91,113 shares; 2025Q3: 95,208 shares; 2025Q4: 104,281 shares; 2026Q1: 108,703 shares 108,703 $2.43M 0.06% +4,422 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: 5,727 shares; 2024Q4: 6,309 shares; 2025Q1: 6,552 shares; 2025Q2: 9,242 shares; 2025Q3: 9,629 shares; 2025Q4: 9,607 shares; 2026Q1: 10,001 shares 10,001 $2.42M 0.06% +394 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,148 shares 68,148 $2.42M 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 8,488 shares; 2025Q1: 8,378 shares; 2025Q2: 8,856 shares; 2025Q3: 9,028 shares; 2025Q4: 9,599 shares; 2026Q1: 9,561 shares 9,561 $2.33M 0.06% -38 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,840 shares; 2025Q1: not reported; 2025Q2: 7,318 shares; 2025Q3: 6,704 shares; 2025Q4: 6,779 shares; 2026Q1: 69,076 shares 69,076 $2.28M 0.06% +62,297 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,768 shares 42,768 $2.25M 0.06% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: 4,371 shares; 2025Q4: 6,781 shares; 2026Q1: 44,594 shares 44,594 $2.23M 0.05% +37,813 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 36,392 shares; 2025Q1: 43,455 shares; 2025Q2: 63,626 shares; 2025Q3: 59,724 shares; 2025Q4: 72,793 shares; 2026Q1: 69,821 shares 69,821 $2.14M 0.05% -2,972 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 7,066 shares; 2026Q1: 7,016 shares 7,016 $2.12M 0.05% -50 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 10,334 shares; 2025Q3: 11,053 shares; 2025Q4: 11,646 shares; 2026Q1: 28,089 shares 28,089 $2.11M 0.05% +16,443 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 3,483 shares; 2025Q1: 3,460 shares; 2025Q2: 4,130 shares; 2025Q3: 4,067 shares; 2025Q4: 4,038 shares; 2026Q1: 8,041 shares 8,041 $2.11M 0.05% +4,003 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,670 shares 23,670 $2.08M 0.05% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,186 shares 14,186 $2.07M 0.05% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,208 shares; 2024Q4: 58,412 shares; 2025Q1: 58,650 shares; 2025Q2: 58,604 shares; 2025Q3: 58,758 shares; 2025Q4: 42,244 shares; 2026Q1: 41,445 shares 41,445 $2.07M 0.05% -799 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,382 shares; 2026Q1: 206,128 shares 206,128 $2.07M 0.05% +5,746 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 169,496 shares; 2026Q1: 169,996 shares 169,996 $2.07M 0.05% +500 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,812 shares; 2024Q4: 97,818 shares; 2025Q1: 101,192 shares; 2025Q2: 88,519 shares; 2025Q3: 85,866 shares; 2025Q4: 79,500 shares; 2026Q1: 86,015 shares 86,015 $2.06M 0.05% +6,515 Timeline BSCW 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: 54,302 shares; 2024Q4: 57,748 shares; 2025Q1: 87,925 shares; 2025Q2: 92,781 shares; 2025Q3: 95,962 shares; 2025Q4: 98,567 shares; 2026Q1: 99,915 shares 99,915 $2.06M 0.05% +1,348 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 3,077 shares; 2025Q1: 3,183 shares; 2025Q2: 6,596 shares; 2025Q3: 7,660 shares; 2025Q4: 8,319 shares; 2026Q1: 7,420 shares 7,420 $2.04M 0.05% -899 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,406 shares; 2025Q4: not reported; 2026Q1: 43,293 shares 43,293 $2.02M 0.05% 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: 22,348 shares; 2024Q4: 18,027 shares; 2025Q1: 19,767 shares; 2025Q2: 20,119 shares; 2025Q3: 21,195 shares; 2025Q4: 28,456 shares; 2026Q1: 32,603 shares 32,603 $2.02M 0.05% +4,147 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,670 shares; 2025Q1: 7,663 shares; 2025Q2: 9,084 shares; 2025Q3: not reported; 2025Q4: 10,262 shares; 2026Q1: 10,143 shares 10,143 $2.01M 0.05% -119 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,909 shares; 2024Q4: 276,082 shares; 2025Q1: 273,300 shares; 2025Q2: 239,778 shares; 2025Q3: 197,035 shares; 2025Q4: 154,323 shares; 2026Q1: 114,961 shares 114,961 $1.98M 0.05% -39,362 Timeline BSCX 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: 51,710 shares; 2024Q4: 55,085 shares; 2025Q1: 81,682 shares; 2025Q2: 87,194 shares; 2025Q3: 90,280 shares; 2025Q4: 91,946 shares; 2026Q1: 93,284 shares 93,284 $1.97M 0.05% +1,338 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 17,160 shares; 2025Q1: 15,850 shares; 2025Q2: 19,226 shares; 2025Q3: 22,448 shares; 2025Q4: 22,965 shares; 2026Q1: 21,650 shares 21,650 $1.88M 0.05% -1,315 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 9,026 shares; 2025Q3: 11,029 shares; 2025Q4: 11,520 shares; 2026Q1: 17,272 shares 17,272 $1.87M 0.05% +5,752 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,139 shares; 2025Q3: 6,557 shares; 2025Q4: 6,565 shares; 2026Q1: 40,819 shares 40,819 $1.86M 0.05% +34,254 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 137,129 shares 137,129 $1.85M 0.05% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 48,782 shares; 2025Q1: 43,585 shares; 2025Q2: 45,882 shares; 2025Q3: 50,907 shares; 2025Q4: 90,729 shares; 2026Q1: 107,635 shares 107,635 $1.84M 0.05% +16,906 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,890 shares; 2026Q1: 13,852 shares 13,852 $1.81M 0.04% +9,962 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 8,247 shares; 2025Q1: 8,310 shares; 2025Q2: 8,761 shares; 2025Q3: not reported; 2025Q4: 12,262 shares; 2026Q1: 13,335 shares 13,335 $1.81M 0.04% +1,073 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,217 shares; 2025Q1: 9,229 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: 13,747 shares; 2026Q1: 15,648 shares 15,648 $1.77M 0.04% +1,901 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,353 shares; 2024Q4: 17,311 shares; 2025Q1: 9,988 shares; 2025Q2: 9,116 shares; 2025Q3: 7,777 shares; 2025Q4: 7,053 shares; 2026Q1: 53,097 shares 53,097 $1.76M 0.04% +46,044 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 50,025 shares 50,025 $1.76M 0.04% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,917 shares; 2025Q4: not reported; 2026Q1: 98,875 shares 98,875 $1.76M 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 18,059 shares; 2025Q3: 17,881 shares; 2025Q4: 17,847 shares; 2026Q1: 42,632 shares 42,632 $1.74M 0.04% +24,785 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 40,747 shares; 2025Q1: 46,345 shares; 2025Q2: 47,515 shares; 2025Q3: 59,356 shares; 2025Q4: 71,067 shares; 2026Q1: 67,695 shares 67,695 $1.74M 0.04% -3,372 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,040 shares; 2024Q4: 49,070 shares; 2025Q1: 60,686 shares; 2025Q2: 66,205 shares; 2025Q3: 92,702 shares; 2025Q4: 57,461 shares; 2026Q1: 95,457 shares 95,457 $1.72M 0.04% +37,996 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: 3,896 shares; 2024Q4: 3,854 shares; 2025Q1: 3,809 shares; 2025Q2: 3,718 shares; 2025Q3: 3,821 shares; 2025Q4: 3,727 shares; 2026Q1: 3,683 shares 3,683 $1.71M 0.04% -44 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,893 shares; 2025Q1: 4,375 shares; 2025Q2: 5,057 shares; 2025Q3: 5,270 shares; 2025Q4: 5,498 shares; 2026Q1: 7,416 shares 7,416 $1.7M 0.04% +1,918 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,713 shares; 2024Q4: 179,449 shares; 2025Q1: 183,809 shares; 2025Q2: 170,492 shares; 2025Q3: 171,016 shares; 2025Q4: 125,392 shares; 2026Q1: 72,829 shares 72,829 $1.69M 0.04% -52,563 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: 232,436 shares; 2024Q4: 254,693 shares; 2025Q1: 273,829 shares; 2025Q2: 280,175 shares; 2025Q3: 278,968 shares; 2025Q4: 281,500 shares; 2026Q1: 35,415 shares 35,415 $1.68M 0.04% -246,085 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 17,781 shares; 2025Q3: 24,122 shares; 2025Q4: 24,056 shares; 2026Q1: 18,101 shares 18,101 $1.67M 0.04% -5,955 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 16,798 shares; 2025Q1: 16,286 shares; 2025Q2: 18,898 shares; 2025Q3: not reported; 2025Q4: 24,290 shares; 2026Q1: 27,433 shares 27,433 $1.66M 0.04% +3,143 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 9,501 shares; 2025Q1: 10,645 shares; 2025Q2: 11,679 shares; 2025Q3: 16,219 shares; 2025Q4: 14,723 shares; 2026Q1: 18,347 shares 18,347 $1.66M 0.04% +3,624 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: 2,315 shares; 2024Q4: 2,500 shares; 2025Q1: 2,417 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 5,386 shares 5,386 $1.63M 0.04% +1,620 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,346 shares; 2025Q1: 1,982 shares; 2025Q2: 2,205 shares; 2025Q3: 2,539 shares; 2025Q4: 2,605 shares; 2026Q1: 2,225 shares 2,225 $1.62M 0.04% -380 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 2,861 shares; 2025Q1: 2,641 shares; 2025Q2: 3,304 shares; 2025Q3: 3,781 shares; 2025Q4: 3,630 shares; 2026Q1: 6,418 shares 6,418 $1.59M 0.04% +2,788 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,611 shares; 2025Q1: 1,657 shares; 2025Q2: 1,764 shares; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 2,760 shares 2,760 $1.55M 0.04% +838 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: 11,521 shares; 2024Q4: 12,326 shares; 2025Q1: 11,860 shares; 2025Q2: 13,126 shares; 2025Q3: 14,137 shares; 2025Q4: 14,380 shares; 2026Q1: 16,687 shares 16,687 $1.55M 0.04% +2,307 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: 1,938 shares; 2024Q4: 2,698 shares; 2025Q1: 3,413 shares; 2025Q2: 3,496 shares; 2025Q3: 4,329 shares; 2025Q4: 4,979 shares; 2026Q1: 6,560 shares 6,560 $1.55M 0.04% +1,581 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,298 shares 27,298 $1.55M 0.04% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 16,439 shares; 2025Q4: 23,094 shares; 2026Q1: 35,142 shares 35,142 $1.54M 0.04% +12,048 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,121 shares; 2024Q4: 212,213 shares; 2025Q1: 241,953 shares; 2025Q2: 60,519 shares; 2025Q3: not reported; 2025Q4: 33,373 shares; 2026Q1: 31,149 shares 31,149 $1.52M 0.04% -2,224 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,436 shares; 2024Q4: 84,889 shares; 2025Q1: 77,302 shares; 2025Q2: 74,052 shares; 2025Q3: 55,087 shares; 2025Q4: 52,199 shares; 2026Q1: 41,787 shares 41,787 $1.51M 0.04% -10,412 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 74,420 shares; 2025Q1: 77,889 shares; 2025Q2: 79,752 shares; 2025Q3: 79,698 shares; 2025Q4: 62,526 shares; 2026Q1: 59,609 shares 59,609 $1.5M 0.04% -2,917 Timeline BSCY 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: 36,229 shares; 2025Q2: 70,769 shares; 2025Q3: 73,824 shares; 2025Q4: 67,800 shares; 2026Q1: 72,148 shares 72,148 $1.49M 0.04% +4,348 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,292 shares; 2025Q1: 2,123 shares; 2025Q2: 3,705 shares; 2025Q3: 4,135 shares; 2025Q4: 4,984 shares; 2026Q1: 8,165 shares 8,165 $1.49M 0.04% +3,181 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 4,177 shares; 2025Q1: 4,200 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,147 shares; 2026Q1: 7,191 shares 7,191 $1.48M 0.04% +3,044 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,566 shares; 2025Q1: 1,544 shares; 2025Q2: 1,680 shares; 2025Q3: 1,936 shares; 2025Q4: 2,119 shares; 2026Q1: 2,148 shares 2,148 $1.47M 0.04% +29 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: 6,781 shares; 2024Q4: 10,973 shares; 2025Q1: 9,930 shares; 2025Q2: 11,518 shares; 2025Q3: 10,196 shares; 2025Q4: 12,684 shares; 2026Q1: 15,173 shares 15,173 $1.46M 0.04% +2,489 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,807 shares; 2025Q1: 1,831 shares; 2025Q2: 2,540 shares; 2025Q3: 2,720 shares; 2025Q4: 3,147 shares; 2026Q1: 3,360 shares 3,360 $1.46M 0.04% +213 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,505 shares; 2024Q4: 48,040 shares; 2025Q1: 83,290 shares; 2025Q2: 85,148 shares; 2025Q3: 86,406 shares; 2025Q4: 85,464 shares; 2026Q1: 64,797 shares 64,797 $1.45M 0.04% -20,667 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: 3,099 shares; 2024Q4: 2,082 shares; 2025Q1: 3,045 shares; 2025Q2: 2,684 shares; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 4,105 shares 4,105 $1.44M 0.04% +1,555 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 14,186 shares; 2025Q1: 11,936 shares; 2025Q2: 10,035 shares; 2025Q3: 9,174 shares; 2025Q4: 9,576 shares; 2026Q1: 9,962 shares 9,962 $1.44M 0.04% +386 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: 5,801 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,160 shares; 2025Q3: 5,179 shares; 2025Q4: 5,189 shares; 2026Q1: 6,706 shares 6,706 $1.43M 0.04% +1,517 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 10,968 shares; 2025Q3: 10,968 shares; 2025Q4: not reported; 2026Q1: 14,091 shares 14,091 $1.42M 0.03% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,295 shares; 2025Q3: 2,389 shares; 2025Q4: 12,475 shares; 2026Q1: 12,975 shares 12,975 $1.41M 0.03% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,789 shares; 2025Q4: not reported; 2026Q1: 15,196 shares 15,196 $1.41M 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 6,044 shares; 2025Q4: 11,014 shares; 2026Q1: 15,280 shares 15,280 $1.4M 0.03% +4,266 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,419 shares; 2025Q4: not reported; 2026Q1: 30,169 shares 30,169 $1.4M 0.03% new 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: not reported; 2024Q4: 7,391 shares; 2025Q1: 7,478 shares; 2025Q2: 11,146 shares; 2025Q3: 11,522 shares; 2025Q4: 11,426 shares; 2026Q1: 30,229 shares 30,229 $1.39M 0.03% +18,803 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 14,703 shares; 2025Q1: 14,703 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares; 2025Q4: 14,703 shares; 2026Q1: 14,703 shares 14,703 $1.38M 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 2,012 shares; 2025Q1: 2,110 shares; 2025Q2: 1,376 shares; 2025Q3: 1,642 shares; 2025Q4: 2,833 shares; 2026Q1: 3,834 shares 3,834 $1.37M 0.03% +1,001 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,414 shares; 2025Q1: 2,840 shares; 2025Q2: 2,322 shares; 2025Q3: 2,532 shares; 2025Q4: 3,422 shares; 2026Q1: 5,254 shares 5,254 $1.37M 0.03% +1,832 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,963 shares; 2024Q4: 14,240 shares; 2025Q1: 12,052 shares; 2025Q2: 15,063 shares; 2025Q3: not reported; 2025Q4: 16,366 shares; 2026Q1: 18,989 shares 18,989 $1.36M 0.03% +2,623 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,118 shares; 2025Q4: 7,075 shares; 2026Q1: 9,030 shares 9,030 $1.36M 0.03% +1,955 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,500 shares; 2024Q4: 46,000 shares; 2025Q1: 147,600 shares; 2025Q2: 145,652 shares; 2025Q3: 48,397 shares; 2025Q4: 57,197 shares; 2026Q1: 49,322 shares 49,322 $1.35M 0.03% -7,875 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: 867 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 803 shares; 2025Q4: 3,174 shares; 2026Q1: 3,484 shares 3,484 $1.34M 0.03% +310 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: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 6,818 shares; 2025Q4: 8,791 shares; 2026Q1: 13,432 shares 13,432 $1.33M 0.03% +4,641 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 146,016 shares; 2025Q4: not reported; 2026Q1: 161,646 shares 161,646 $1.33M 0.03% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,109 shares; 2024Q4: 29,775 shares; 2025Q1: 30,913 shares; 2025Q2: 80,585 shares; 2025Q3: 64,330 shares; 2025Q4: 63,816 shares; 2026Q1: 82,152 shares 82,152 $1.3M 0.03% +18,336 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 5,111 shares; 2025Q1: 4,902 shares; 2025Q2: 4,845 shares; 2025Q3: 6,362 shares; 2025Q4: 4,201 shares; 2026Q1: 16,487 shares 16,487 $1.3M 0.03% +12,286 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: 4,889 shares; 2024Q4: 5,054 shares; 2025Q1: 5,854 shares; 2025Q2: 6,450 shares; 2025Q3: 7,007 shares; 2025Q4: 7,461 shares; 2026Q1: 7,883 shares 7,883 $1.3M 0.03% +422 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: 8,972 shares; 2024Q4: 8,616 shares; 2025Q1: 14,023 shares; 2025Q2: 11,388 shares; 2025Q3: 13,356 shares; 2025Q4: 10,118 shares; 2026Q1: 13,278 shares 13,278 $1.3M 0.03% +3,160 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 4,296 shares 4,296 $1.3M 0.03% +3,398 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,841 shares; 2025Q4: 4,055 shares; 2026Q1: 25,527 shares 25,527 $1.29M 0.03% +21,472 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 3,247 shares; 2025Q1: 3,628 shares; 2025Q2: 3,915 shares; 2025Q3: 5,259 shares; 2025Q4: 4,885 shares; 2026Q1: 4,519 shares 4,519 $1.28M 0.03% -366 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 8,481 shares; 2026Q1: 7,888 shares 7,888 $1.28M 0.03% -593 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,276 shares; 2025Q1: 1,244 shares; 2025Q2: 1,521 shares; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 2,357 shares 2,357 $1.27M 0.03% +526 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,838 shares; 2025Q2: 49,838 shares; 2025Q3: 48,808 shares; 2025Q4: 46,932 shares; 2026Q1: 48,059 shares 48,059 $1.26M 0.03% +1,127 Timeline BSJT 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: 27,615 shares; 2024Q4: 31,927 shares; 2025Q1: 37,043 shares; 2025Q2: 37,963 shares; 2025Q3: 37,443 shares; 2025Q4: 83,662 shares; 2026Q1: 59,931 shares 59,931 $1.26M 0.03% -23,731 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,713 shares; 2025Q4: 2,809 shares; 2026Q1: 5,079 shares 5,079 $1.25M 0.03% +2,270 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,920 shares; 2024Q4: 20,435 shares; 2025Q1: 17,450 shares; 2025Q2: 22,677 shares; 2025Q3: 24,204 shares; 2025Q4: 22,137 shares; 2026Q1: 21,764 shares 21,764 $1.25M 0.03% -373 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,842 shares; 2025Q1: 9,773 shares; 2025Q2: 10,231 shares; 2025Q3: not reported; 2025Q4: 21,950 shares; 2026Q1: 30,534 shares 30,534 $1.25M 0.03% +8,584 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: 1,087 shares; 2024Q4: 1,080 shares; 2025Q1: 1,217 shares; 2025Q2: 1,631 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,789 shares 1,789 $1.25M 0.03% +263 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,066 shares; 2025Q3: 4,595 shares; 2025Q4: 5,057 shares; 2026Q1: 5,409 shares 5,409 $1.25M 0.03% +352 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,431 shares; 2025Q2: 1,984 shares; 2025Q3: 7,504 shares; 2025Q4: 7,197 shares; 2026Q1: 7,131 shares 7,131 $1.25M 0.03% -66 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: 7,843 shares; 2024Q4: 5,719 shares; 2025Q1: 6,917 shares; 2025Q2: 6,157 shares; 2025Q3: 7,306 shares; 2025Q4: 10,265 shares; 2026Q1: 18,432 shares 18,432 $1.24M 0.03% +8,167 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,140 shares; 2025Q1: 1,165 shares; 2025Q2: 2,153 shares; 2025Q3: 1,264 shares; 2025Q4: 3,343 shares; 2026Q1: 3,446 shares 3,446 $1.24M 0.03% +103 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: 5,475 shares; 2024Q4: 7,727 shares; 2025Q1: 7,708 shares; 2025Q2: 7,290 shares; 2025Q3: 12,740 shares; 2025Q4: 15,127 shares; 2026Q1: 19,965 shares 19,965 $1.22M 0.03% +4,838 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 16,936 shares; 2025Q1: 23,982 shares; 2025Q2: 16,705 shares; 2025Q3: 25,836 shares; 2025Q4: 45,498 shares; 2026Q1: 41,873 shares 41,873 $1.22M 0.03% -3,625 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,189 shares; 2026Q1: 25,220 shares 25,220 $1.21M 0.03% +31 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 2,866 shares; 2025Q2: 3,181 shares; 2025Q3: 2,706 shares; 2025Q4: 3,083 shares; 2026Q1: 4,187 shares 4,187 $1.18M 0.03% +1,104 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 424 shares; 2025Q1: 611 shares; 2025Q2: 1,027 shares; 2025Q3: 1,111 shares; 2025Q4: 696 shares; 2026Q1: 891 shares 891 $1.18M 0.03% +195 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,513 shares; 2024Q4: 16,445 shares; 2025Q1: 16,820 shares; 2025Q2: 17,061 shares; 2025Q3: 14,890 shares; 2025Q4: 15,216 shares; 2026Q1: 13,018 shares 13,018 $1.17M 0.03% -2,198 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: 21,570 shares; 2024Q4: 19,368 shares; 2025Q1: 19,213 shares; 2025Q2: 18,492 shares; 2025Q3: 18,492 shares; 2025Q4: 18,522 shares; 2026Q1: 20,362 shares 20,362 $1.16M 0.03% +1,840 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,007 shares; 2025Q1: 1,796 shares; 2025Q2: 2,600 shares; 2025Q3: 3,098 shares; 2025Q4: 2,683 shares; 2026Q1: 3,309 shares 3,309 $1.14M 0.03% +626 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,922 shares; 2024Q4: 55,481 shares; 2025Q1: 33,339 shares; 2025Q2: 30,234 shares; 2025Q3: 25,430 shares; 2025Q4: 23,445 shares; 2026Q1: 11,605 shares 11,605 $1.13M 0.03% -11,840 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,538 shares; 2025Q1: 5,394 shares; 2025Q2: 7,153 shares; 2025Q3: not reported; 2025Q4: 14,047 shares; 2026Q1: 13,247 shares 13,247 $1.13M 0.03% -800 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,036 shares; 2025Q1: 2,713 shares; 2025Q2: 5,585 shares; 2025Q3: 7,035 shares; 2025Q4: 8,116 shares; 2026Q1: 10,200 shares 10,200 $1.08M 0.03% +2,084 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,396 shares; 2025Q1: 10,008 shares; 2025Q2: 9,344 shares; 2025Q3: 9,448 shares; 2025Q4: 10,309 shares; 2026Q1: 11,347 shares 11,347 $1.08M 0.03% +1,038 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 7,657 shares; 2025Q1: 8,884 shares; 2025Q2: 14,026 shares; 2025Q3: 20,083 shares; 2025Q4: 15,372 shares; 2026Q1: 23,926 shares 23,926 $1.08M 0.03% +8,554 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,743 shares; 2024Q4: 50,549 shares; 2025Q1: 42,344 shares; 2025Q2: 36,452 shares; 2025Q3: 28,085 shares; 2025Q4: 23,790 shares; 2026Q1: 22,774 shares 22,774 $1.07M 0.03% -1,016 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 5,657 shares; 2025Q1: 1,989 shares; 2025Q2: 2,032 shares; 2025Q3: 3,042 shares; 2025Q4: 4,715 shares; 2026Q1: 6,611 shares 6,611 $1.06M 0.03% +1,896 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 16,796 shares; 2025Q1: 23,142 shares; 2025Q2: 20,962 shares; 2025Q3: 20,213 shares; 2025Q4: 28,498 shares; 2026Q1: 19,821 shares 19,821 $1.05M 0.03% -8,677 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to 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: 31,121 shares 31,121 $1.05M 0.03% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to 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: 94,599 shares 94,599 $1.05M 0.03% new 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: 3,375 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,853 shares; 2025Q3: 4,560 shares; 2025Q4: 4,020 shares; 2026Q1: 4,888 shares 4,888 $1.03M 0.03% +868 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: 15,100 shares; 2025Q1: 7,542 shares; 2025Q2: 18,354 shares; 2025Q3: 39,411 shares; 2025Q4: 40,121 shares; 2026Q1: 44,716 shares 44,716 $1.02M 0.02% +4,595 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,538 shares; 2025Q3: 12,522 shares; 2025Q4: 78,020 shares; 2026Q1: 24,426 shares 24,426 $1.02M 0.02% -53,594 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,976 shares; 2024Q4: 56,693 shares; 2025Q1: 32,076 shares; 2025Q2: 23,278 shares; 2025Q3: 22,245 shares; 2025Q4: 18,042 shares; 2026Q1: 20,817 shares 20,817 $1.02M 0.02% +2,775 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,013 shares; 2025Q1: 3,254 shares; 2025Q2: 3,455 shares; 2025Q3: 3,766 shares; 2025Q4: 4,641 shares; 2026Q1: 6,658 shares 6,658 $1.02M 0.02% +2,017 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 14,251 shares; 2025Q4: 8,510 shares; 2026Q1: 11,897 shares 11,897 $1.01M 0.02% +3,387 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: not reported; 2024Q4: 536 shares; 2025Q1: 533 shares; 2025Q2: 837 shares; 2025Q3: 1,060 shares; 2025Q4: 1,644 shares; 2026Q1: 2,026 shares 2,026 $1M 0.02% +382 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 18,378 shares 18,378 $1M 0.02% new 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: not reported; 2024Q4: 62 shares; 2025Q1: 77 shares; 2025Q2: 103 shares; 2025Q3: 144 shares; 2025Q4: 161 shares; 2026Q1: 237 shares 237 $998K 0.02% +76 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: 4,059 shares; 2024Q4: 4,098 shares; 2025Q1: 3,539 shares; 2025Q2: 2,961 shares; 2025Q3: 4,388 shares; 2025Q4: 20,348 shares; 2026Q1: 9,495 shares 9,495 $993K 0.02% -10,853 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,645 shares; 2025Q1: 2,685 shares; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 5,689 shares; 2026Q1: 7,767 shares 7,767 $981K 0.02% +2,078 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: not reported; 2024Q4: 3,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,357 shares; 2026Q1: 16,409 shares 16,409 $972K 0.02% +12,052 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,073 shares; 2025Q2: 3,218 shares; 2025Q3: not reported; 2025Q4: 5,868 shares; 2026Q1: 8,180 shares 8,180 $970K 0.02% +2,312 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 1,186 shares; 2025Q3: 1,685 shares; 2025Q4: 1,873 shares; 2026Q1: 2,048 shares 2,048 $969K 0.02% +175 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,170 shares; 2026Q1: 16,881 shares 16,881 $960K 0.02% -289 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,988 shares; 2025Q1: 2,343 shares; 2025Q2: 2,467 shares; 2025Q3: 5,999 shares; 2025Q4: 7,255 shares; 2026Q1: 7,890 shares 7,890 $956K 0.02% +635 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares; 2026Q1: 1,501 shares 1,501 $954K 0.02% +427 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,901 shares; 2024Q4: 27,905 shares; 2025Q1: 28,691 shares; 2025Q2: 66,624 shares; 2025Q3: 68,911 shares; 2025Q4: 68,673 shares; 2026Q1: 82,539 shares 82,539 $953K 0.02% +13,866 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 3,018 shares; 2025Q4: 3,489 shares; 2026Q1: 4,123 shares 4,123 $952K 0.02% +634 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: 2,405 shares; 2025Q3: 2,291 shares; 2025Q4: 2,322 shares; 2026Q1: 2,370 shares 2,370 $928K 0.02% +48 Timeline AVGE 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: 10,020 shares; 2024Q4: 9,969 shares; 2025Q1: 10,333 shares; 2025Q2: 10,459 shares; 2025Q3: not reported; 2025Q4: 10,094 shares; 2026Q1: 10,520 shares 10,520 $926K 0.02% +426 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 5,815 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: not reported; 2025Q4: 5,317 shares; 2026Q1: 5,365 shares 5,365 $923K 0.02% +48 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: 6,367 shares; 2024Q4: 2,573 shares; 2025Q1: 2,782 shares; 2025Q2: 2,583 shares; 2025Q3: 3,376 shares; 2025Q4: 5,014 shares; 2026Q1: 6,929 shares 6,929 $921K 0.02% +1,915 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to 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: 341 shares; 2026Q1: 1,180 shares 1,180 $912K 0.02% +839 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 15,108 shares; 2025Q1: 15,863 shares; 2025Q2: 15,470 shares; 2025Q3: 16,586 shares; 2025Q4: 15,375 shares; 2026Q1: 23,528 shares 23,528 $904K 0.02% +8,153 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: 5,465 shares; 2024Q4: 7,384 shares; 2025Q1: 8,231 shares; 2025Q2: 7,624 shares; 2025Q3: 7,189 shares; 2025Q4: 7,158 shares; 2026Q1: 7,931 shares 7,931 $897K 0.02% +773 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: 7,030 shares; 2024Q4: 7,911 shares; 2025Q1: 6,749 shares; 2025Q2: 6,595 shares; 2025Q3: 6,792 shares; 2025Q4: 13,608 shares; 2026Q1: 14,575 shares 14,575 $893K 0.02% +967 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,682 shares; 2026Q1: 12,682 shares 12,682 $892K 0.02% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,881 shares; 2025Q3: 13,083 shares; 2025Q4: 13,083 shares; 2026Q1: 12,392 shares 12,392 $889K 0.02% -691 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 167,871 shares; 2025Q1: 298,548 shares; 2025Q2: 262,112 shares; 2025Q3: 242,862 shares; 2025Q4: 162,638 shares; 2026Q1: 103,158 shares 103,158 $879K 0.02% -59,480 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,037 shares; 2025Q3: 1,730 shares; 2025Q4: 2,225 shares; 2026Q1: 2,544 shares 2,544 $878K 0.02% +319 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: 5,372 shares; 2024Q4: 4,298 shares; 2025Q1: 4,304 shares; 2025Q2: 5,018 shares; 2025Q3: 10,298 shares; 2025Q4: 5,514 shares; 2026Q1: 9,027 shares 9,027 $877K 0.02% +3,513 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 10,009 shares; 2025Q1: 9,382 shares; 2025Q2: 9,169 shares; 2025Q3: 9,376 shares; 2025Q4: 9,436 shares; 2026Q1: 12,477 shares 12,477 $876K 0.02% +3,041 Timeline IQDF 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: 34,186 shares; 2026Q1: 27,620 shares 27,620 $875K 0.02% -6,566 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,367 shares; 2025Q4: 1,711 shares; 2026Q1: 8,292 shares 8,292 $860K 0.02% +6,581 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 25,674 shares; 2025Q1: 28,900 shares; 2025Q2: 29,833 shares; 2025Q3: 28,236 shares; 2025Q4: 30,255 shares; 2026Q1: 30,650 shares 30,650 $854K 0.02% +395 Timeline REET ISHARES 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: 33,509 shares 33,509 $843K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,854 shares; 2025Q2: 7,779 shares; 2025Q3: 7,857 shares; 2025Q4: 33,099 shares; 2026Q1: 27,586 shares 27,586 $841K 0.02% -5,513 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,875 shares; 2025Q1: 2,508 shares; 2025Q2: 2,721 shares; 2025Q3: 2,688 shares; 2025Q4: 2,864 shares; 2026Q1: 2,883 shares 2,883 $841K 0.02% +19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,478 shares 7,478 $840K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 5,037 shares; 2025Q1: 4,837 shares; 2025Q2: 5,405 shares; 2025Q3: 6,391 shares; 2025Q4: 7,187 shares; 2026Q1: 9,215 shares 9,215 $839K 0.02% +2,028 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: not reported; 2025Q1: 2,078 shares; 2025Q2: 3,992 shares; 2025Q3: 6,308 shares; 2025Q4: 5,731 shares; 2026Q1: 5,757 shares 5,757 $836K 0.02% +26 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 957 shares; 2026Q1: 2,090 shares 2,090 $835K 0.02% +1,133 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,698 shares; 2026Q1: 8,236 shares 8,236 $833K 0.02% +3,538 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,316 shares; 2025Q1: 9,284 shares; 2025Q2: 9,620 shares; 2025Q3: 10,228 shares; 2025Q4: 10,337 shares; 2026Q1: 11,640 shares 11,640 $830K 0.02% +1,303 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 3,120 shares; 2025Q1: 3,649 shares; 2025Q2: 6,438 shares; 2025Q3: 9,826 shares; 2025Q4: 8,423 shares; 2026Q1: 7,590 shares 7,590 $821K 0.02% -833 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,150 shares 4,150 $817K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,406 shares; 2026Q1: 1,829 shares 1,829 $817K 0.02% +423 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 8,144 shares; 2025Q1: 8,248 shares; 2025Q2: 10,597 shares; 2025Q3: 11,597 shares; 2025Q4: 12,716 shares; 2026Q1: 17,752 shares 17,752 $813K 0.02% +5,036 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,606 shares; 2025Q3: not reported; 2025Q4: 20,966 shares; 2026Q1: 31,405 shares 31,405 $813K 0.02% +10,439 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 867 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 736 shares; 2025Q4: 957 shares; 2026Q1: 936 shares 936 $810K 0.02% -21 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 2,567 shares; 2025Q3: 4,122 shares; 2025Q4: 3,697 shares; 2026Q1: 3,215 shares 3,215 $806K 0.02% -482 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,307 shares; 2024Q4: 93,310 shares; 2025Q1: 66,628 shares; 2025Q2: 64,009 shares; 2025Q3: not reported; 2025Q4: 51,779 shares; 2026Q1: 50,317 shares 50,317 $801K 0.02% -1,462 Timeline BMNU 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: 208,915 shares; 2026Q1: 440,306 shares 440,306 $777K 0.02% +231,391 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 8,399 shares; 2025Q4: 15,949 shares; 2026Q1: 15,753 shares 15,753 $773K 0.02% -196 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 22,815 shares; 2025Q1: 22,815 shares; 2025Q2: 37,215 shares; 2025Q3: 67,775 shares; 2025Q4: 84,075 shares; 2026Q1: 84,075 shares 84,075 $770K 0.02% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares; 2026Q1: 5,880 shares 5,880 $763K 0.02% +2,383 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 3,587 shares; 2026Q1: 4,501 shares 4,501 $761K 0.02% +914 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,745 shares; 2026Q1: 37,010 shares 37,010 $759K 0.02% +4,265 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,307 shares; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: 5,132 shares; 2025Q4: 5,645 shares; 2026Q1: 6,443 shares 6,443 $758K 0.02% +798 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 1,940 shares; 2025Q3: not reported; 2025Q4: 4,587 shares; 2026Q1: 5,237 shares 5,237 $757K 0.02% +650 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: 359 shares; 2024Q4: 345 shares; 2025Q1: 1,074 shares; 2025Q2: 784 shares; 2025Q3: 953 shares; 2025Q4: 1,377 shares; 2026Q1: 1,748 shares 1,748 $756K 0.02% +371 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to 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: 28,153 shares; 2026Q1: 28,153 shares 28,153 $751K 0.02% 0 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: not reported; 2024Q4: 1,563 shares; 2025Q1: 1,585 shares; 2025Q2: 1,631 shares; 2025Q3: 1,638 shares; 2025Q4: 1,704 shares; 2026Q1: 5,063 shares 5,063 $742K 0.02% +3,359 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 8,962 shares; 2025Q4: 10,086 shares; 2026Q1: 10,703 shares 10,703 $742K 0.02% +617 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,220 shares; 2026Q1: 6,428 shares 6,428 $742K 0.02% +2,208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 6,352 shares; 2025Q4: 19,953 shares; 2026Q1: 15,100 shares 15,100 $740K 0.02% -4,853 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,890 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 11,609 shares; 2025Q4: 10,707 shares; 2026Q1: 14,192 shares 14,192 $738K 0.02% +3,485 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,587 shares; 2025Q4: not reported; 2026Q1: 21,363 shares 21,363 $721K 0.02% new Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to 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: 19,000 shares; 2026Q1: 19,000 shares 19,000 $721K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 36,578 shares; 2025Q1: 19,433 shares; 2025Q2: 21,298 shares; 2025Q3: 19,736 shares; 2025Q4: 23,210 shares; 2026Q1: 29,006 shares 29,006 $718K 0.02% +5,796 Timeline FLCB 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: not reported; 2025Q4: 23,148 shares; 2026Q1: 33,324 shares 33,324 $716K 0.02% +10,176 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,582 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,558 shares; 2025Q4: 5,004 shares; 2026Q1: 5,007 shares 5,007 $715K 0.02% +3 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 2,069 shares; 2026Q1: 2,678 shares 2,678 $712K 0.02% +609 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 4,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,076 shares; 2025Q4: 5,814 shares; 2026Q1: 5,684 shares 5,684 $711K 0.02% -130 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 5,764 shares; 2025Q1: 6,300 shares; 2025Q2: 6,919 shares; 2025Q3: 6,899 shares; 2025Q4: 6,924 shares; 2026Q1: 5,188 shares 5,188 $702K 0.02% -1,736 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 6,933 shares; 2025Q4: 7,673 shares; 2026Q1: 9,649 shares 9,649 $699K 0.02% +1,976 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,959 shares; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 4,440 shares 4,440 $699K 0.02% +1,571 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 235 shares; 2025Q2: 457 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674 $698K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 19,495 shares; 2025Q1: 20,593 shares; 2025Q2: 18,371 shares; 2025Q3: 17,266 shares; 2025Q4: 17,076 shares; 2026Q1: 15,095 shares 15,095 $697K 0.02% -1,981 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,007 shares; 2024Q4: 55,255 shares; 2025Q1: 53,430 shares; 2025Q2: 47,047 shares; 2025Q3: 30,134 shares; 2025Q4: 33,268 shares; 2026Q1: 13,825 shares 13,825 $696K 0.02% -19,443 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 8,109 shares; 2025Q1: 7,738 shares; 2025Q2: 16,974 shares; 2025Q3: 15,264 shares; 2025Q4: 19,495 shares; 2026Q1: 24,207 shares 24,207 $695K 0.02% +4,712 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: 2,264 shares; 2024Q4: 2,349 shares; 2025Q1: 2,536 shares; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: 3,499 shares; 2026Q1: 3,819 shares 3,819 $688K 0.02% +320 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 4,919 shares; 2025Q4: 11,238 shares; 2026Q1: 8,867 shares 8,867 $687K 0.02% -2,371 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 10,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,533 shares; 2025Q3: 71,332 shares; 2025Q4: not reported; 2026Q1: 28,970 shares 28,970 $686K 0.02% 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: 875 shares; 2024Q4: 2,245 shares; 2025Q1: 2,116 shares; 2025Q2: 2,282 shares; 2025Q3: 2,297 shares; 2025Q4: 3,197 shares; 2026Q1: 3,440 shares 3,440 $682K 0.02% +243 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 13,075 shares; 2025Q2: 14,686 shares; 2025Q3: 15,757 shares; 2025Q4: 14,446 shares; 2026Q1: 13,260 shares 13,260 $672K 0.02% -1,186 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 6,059 shares; 2025Q1: 4,904 shares; 2025Q2: 4,315 shares; 2025Q3: 4,113 shares; 2025Q4: 2,817 shares; 2026Q1: 4,849 shares 4,849 $671K 0.02% +2,032 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: 2,131 shares; 2025Q2: 2,253 shares; 2025Q3: 3,312 shares; 2025Q4: 4,788 shares; 2026Q1: 5,101 shares 5,101 $668K 0.02% +313 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 15,273 shares; 2025Q1: 15,420 shares; 2025Q2: 16,971 shares; 2025Q3: 8,617 shares; 2025Q4: 10,971 shares; 2026Q1: 10,253 shares 10,253 $666K 0.02% -718 Timeline BMOP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,783 shares 26,783 $660K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,060 shares; 2025Q2: 1,373 shares; 2025Q3: 2,196 shares; 2025Q4: 2,276 shares; 2026Q1: 2,292 shares 2,292 $658K 0.02% +16 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,262 shares; 2025Q4: 3,829 shares; 2026Q1: 3,976 shares 3,976 $655K 0.02% +147 Timeline CMF ISHARES 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: 11,514 shares 11,514 $655K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 2,833 shares; 2026Q1: 2,393 shares 2,393 $647K 0.02% -440 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 8,306 shares; 2025Q1: 4,449 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,611 shares; 2026Q1: 12,735 shares 12,735 $645K 0.02% -3,876 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,068 shares; 2025Q1: 3,110 shares; 2025Q2: 3,031 shares; 2025Q3: not reported; 2025Q4: 3,595 shares; 2026Q1: 5,786 shares 5,786 $645K 0.02% +2,191 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 8,112 shares; 2025Q1: 8,828 shares; 2025Q2: 10,639 shares; 2025Q3: 10,411 shares; 2025Q4: 5,635 shares; 2026Q1: 6,628 shares 6,628 $639K 0.02% +993 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503 $637K 0.02% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,001 shares; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,261 shares; 2025Q4: 14,680 shares; 2026Q1: 15,692 shares 15,692 $635K 0.02% +1,012 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 3,457 shares; 2025Q1: 3,308 shares; 2025Q2: 5,830 shares; 2025Q3: 5,684 shares; 2025Q4: 3,200 shares; 2026Q1: 3,307 shares 3,307 $635K 0.02% +107 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,108 shares; 2025Q1: 12,108 shares; 2025Q2: 12,204 shares; 2025Q3: 12,413 shares; 2025Q4: 12,283 shares; 2026Q1: 10,030 shares 10,030 $634K 0.02% -2,253 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 6,959 shares; 2025Q1: 6,395 shares; 2025Q2: 10,260 shares; 2025Q3: 4,677 shares; 2025Q4: 9,214 shares; 2026Q1: 9,883 shares 9,883 $633K 0.02% +669 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 834 shares; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 2,154 shares 2,154 $631K 0.02% +1,428 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,408 shares; 2026Q1: 2,757 shares 2,757 $630K 0.02% +349 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 13,149 shares; 2025Q3: 21,764 shares; 2025Q4: 25,491 shares; 2026Q1: 29,662 shares 29,662 $630K 0.02% +4,171 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,475 shares; 2025Q3: 5,215 shares; 2025Q4: 7,415 shares; 2026Q1: 8,486 shares 8,486 $627K 0.02% +1,071 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,761 shares 6,761 $627K 0.02% new 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: 579 shares; 2024Q4: 3,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,105 shares; 2025Q3: 806 shares; 2025Q4: 782 shares; 2026Q1: 1,015 shares 1,015 $626K 0.02% +233 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 181 shares; 2025Q1: 229 shares; 2025Q2: 563 shares; 2025Q3: 937 shares; 2025Q4: 1,022 shares; 2026Q1: 1,190 shares 1,190 $622K 0.02% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,773 shares; 2026Q1: 15,440 shares 15,440 $621K 0.02% +9,667 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: 3,305 shares; 2026Q1: 4,879 shares 4,879 $618K 0.02% +1,574 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 3,355 shares; 2026Q1: 5,468 shares 5,468 $616K 0.02% +2,113 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: 1,104 shares; 2024Q4: 1,266 shares; 2025Q1: 1,015 shares; 2025Q2: 1,162 shares; 2025Q3: 1,257 shares; 2025Q4: 1,401 shares; 2026Q1: 1,444 shares 1,444 $614K 0.02% +43 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,586 shares; 2025Q1: 7,695 shares; 2025Q2: 8,942 shares; 2025Q3: 7,435 shares; 2025Q4: 6,560 shares; 2026Q1: 6,889 shares 6,889 $609K 0.01% +329 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,409 shares 10,409 $609K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 24,628 shares; 2025Q1: 19,439 shares; 2025Q2: 18,148 shares; 2025Q3: 18,452 shares; 2025Q4: 20,365 shares; 2026Q1: 20,884 shares 20,884 $607K 0.01% +519 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,818 shares; 2025Q4: 4,572 shares; 2026Q1: 8,761 shares 8,761 $607K 0.01% +4,189 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 926 shares; 2025Q1: 846 shares; 2025Q2: 856 shares; 2025Q3: 837 shares; 2025Q4: 1,088 shares; 2026Q1: 1,235 shares 1,235 $607K 0.01% +147 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 1,386 shares; 2025Q4: 1,482 shares; 2026Q1: 1,843 shares 1,843 $606K 0.01% +361 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 2,004 shares; 2026Q1: 2,111 shares 2,111 $605K 0.01% +107 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,361 shares; 2026Q1: 1,759 shares 1,759 $605K 0.01% +398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,487 shares; 2026Q1: 1,881 shares 1,881 $603K 0.01% +394 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: 911 shares; 2024Q4: 753 shares; 2025Q1: 972 shares; 2025Q2: 1,200 shares; 2025Q3: 1,137 shares; 2025Q4: 1,755 shares; 2026Q1: 1,840 shares 1,840 $600K 0.01% +85 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,012 shares; 2025Q3: 1,107 shares; 2025Q4: 1,760 shares; 2026Q1: 2,476 shares 2,476 $599K 0.01% +716 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 3,234 shares 3,234 $599K 0.01% +1,361 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 779 shares; 2026Q1: 875 shares 875 $596K 0.01% +96 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,657 shares; 2025Q3: 1,854 shares; 2025Q4: 1,861 shares; 2026Q1: 2,240 shares 2,240 $596K 0.01% +379 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,491 shares 6,491 $595K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 6,884 shares; 2025Q1: 6,376 shares; 2025Q2: 6,568 shares; 2025Q3: 8,114 shares; 2025Q4: 8,158 shares; 2026Q1: 8,181 shares 8,181 $592K 0.01% +23 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 14,612 shares; 2026Q1: 14,236 shares 14,236 $587K 0.01% -376 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: not reported; 2024Q4: 9,671 shares; 2025Q1: not reported; 2025Q2: 9,420 shares; 2025Q3: 11,882 shares; 2025Q4: 13,167 shares; 2026Q1: 28,244 shares 28,244 $585K 0.01% +15,077 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 1,498 shares 1,498 $582K 0.01% +457 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 8,964 shares; 2025Q1: 10,356 shares; 2025Q2: 10,893 shares; 2025Q3: 10,276 shares; 2025Q4: 10,866 shares; 2026Q1: 11,880 shares 11,880 $581K 0.01% +1,014 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: not reported; 2025Q4: 4,940 shares; 2026Q1: 5,798 shares 5,798 $581K 0.01% +858 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,766 shares; 2025Q3: 16,628 shares; 2025Q4: 16,902 shares; 2026Q1: 17,627 shares 17,627 $577K 0.01% +725 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,775 shares; 2026Q1: 3,663 shares 3,663 $576K 0.01% -112 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,348 shares; 2025Q4: 3,703 shares; 2026Q1: 5,705 shares 5,705 $575K 0.01% +2,002 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,267 shares; 2025Q1: 16,364 shares; 2025Q2: 44,894 shares; 2025Q3: 46,590 shares; 2025Q4: 55,716 shares; 2026Q1: 50,954 shares 50,954 $575K 0.01% -4,762 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 4,046 shares; 2025Q2: 5,549 shares; 2025Q3: 7,813 shares; 2025Q4: 8,985 shares; 2026Q1: 8,438 shares 8,438 $574K 0.01% -547 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,436 shares; 2025Q4: 2,983 shares; 2026Q1: 3,139 shares 3,139 $572K 0.01% +156 Timeline FFIV F5 INC More: the full row for F5 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: 1,717 shares; 2025Q4: 1,566 shares; 2026Q1: 1,971 shares 1,971 $570K 0.01% +405 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,489 shares; 2026Q1: 4,083 shares 4,083 $570K 0.01% +594 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 628 shares; 2025Q4: 931 shares; 2026Q1: 1,567 shares 1,567 $569K 0.01% +636 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,014 shares 22,014 $564K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares; 2025Q4: 2,317 shares; 2026Q1: 2,661 shares 2,661 $564K 0.01% +344 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 2,694 shares 2,694 $559K 0.01% +1,721 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: 5,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,306 shares; 2026Q1: 8,396 shares 8,396 $558K 0.01% +90 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,679 shares; 2025Q2: 6,198 shares; 2025Q3: 9,235 shares; 2025Q4: 10,047 shares; 2026Q1: 9,549 shares 9,549 $558K 0.01% -498 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,785 shares; 2025Q4: 10,898 shares; 2026Q1: 21,339 shares 21,339 $557K 0.01% +10,441 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: 3,024 shares; 2024Q4: 362 shares; 2025Q1: 871 shares; 2025Q2: 3,345 shares; 2025Q3: 2,861 shares; 2025Q4: 1,590 shares; 2026Q1: 4,466 shares 4,466 $557K 0.01% +2,876 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,190 shares; 2025Q3: 1,087 shares; 2025Q4: 1,207 shares; 2026Q1: 2,655 shares 2,655 $553K 0.01% +1,448 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 3,758 shares; 2025Q4: 3,765 shares; 2026Q1: 3,548 shares 3,548 $552K 0.01% -217 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,938 shares; 2025Q3: 7,991 shares; 2025Q4: 6,945 shares; 2026Q1: 13,035 shares 13,035 $548K 0.01% +6,090 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,280 shares; 2025Q3: 1,997 shares; 2025Q4: 2,020 shares; 2026Q1: 2,060 shares 2,060 $547K 0.01% +40 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 2,386 shares; 2025Q1: 927 shares; 2025Q2: 1,445 shares; 2025Q3: 2,367 shares; 2025Q4: 2,995 shares; 2026Q1: 2,756 shares 2,756 $546K 0.01% -239 Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,657 shares; 2025Q3: 5,919 shares; 2025Q4: 6,632 shares; 2026Q1: 18,930 shares 18,930 $546K 0.01% +12,298 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,767 shares; 2025Q4: not reported; 2026Q1: 43,952 shares 43,952 $545K 0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,987 shares; 2025Q1: 10,502 shares; 2025Q2: 7,381 shares; 2025Q3: 10,145 shares; 2025Q4: 5,044 shares; 2026Q1: 6,320 shares 6,320 $545K 0.01% +1,276 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: 37,306 shares; 2024Q4: 27,826 shares; 2025Q1: 19,429 shares; 2025Q2: 15,975 shares; 2025Q3: 6,407 shares; 2025Q4: 7,738 shares; 2026Q1: 6,568 shares 6,568 $544K 0.01% -1,170 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,051 shares; 2025Q4: 11,010 shares; 2026Q1: 15,421 shares 15,421 $543K 0.01% +4,411 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,703 shares; 2025Q4: 2,593 shares; 2026Q1: 2,741 shares 2,741 $542K 0.01% +148 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: 1,315 shares; 2024Q4: 1,365 shares; 2025Q1: 1,441 shares; 2025Q2: 1,694 shares; 2025Q3: 2,094 shares; 2025Q4: 1,981 shares; 2026Q1: 1,987 shares 1,987 $538K 0.01% +6 Timeline