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: 309,234 shares; 2024Q4: 338,411 shares; 2025Q1: 424,273 shares; 2025Q2: 432,458 shares; 2025Q3: 408,865 shares; 2025Q4: 432,769 shares; 2026Q1: 485,256 shares 485,256 $123M 2.55% +52,487 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,094 shares; 2024Q4: 348,845 shares; 2025Q1: 378,353 shares; 2025Q2: 379,494 shares; 2025Q3: 374,066 shares; 2025Q4: 539,517 shares; 2026Q1: 651,842 shares 651,842 $114M 2.36% +112,325 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: 124,953 shares; 2024Q4: 157,452 shares; 2025Q1: 168,579 shares; 2025Q2: 163,455 shares; 2025Q3: 165,042 shares; 2025Q4: 273,684 shares; 2026Q1: 330,873 shares 330,873 $68.9M 1.43% +57,189 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: 77,314 shares; 2024Q4: 91,951 shares; 2025Q1: 103,663 shares; 2025Q2: 101,739 shares; 2025Q3: 107,620 shares; 2025Q4: 123,579 shares; 2026Q1: 174,800 shares 174,800 $64.7M 1.34% +51,221 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: 34,184 shares; 2024Q4: 60,367 shares; 2025Q1: 77,886 shares; 2025Q2: 81,349 shares; 2025Q3: 88,723 shares; 2025Q4: 192,045 shares; 2026Q1: 219,615 shares 219,615 $63M 1.31% +27,570 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: 84,766 shares; 2024Q4: 115,087 shares; 2025Q1: 60,401 shares; 2025Q2: 86,255 shares; 2025Q3: 88,761 shares; 2025Q4: 94,572 shares; 2026Q1: 88,760 shares 88,760 $57.7M 1.2% -5,812 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: 119,912 shares; 2024Q4: 117,568 shares; 2025Q1: 160,817 shares; 2025Q2: 113,281 shares; 2025Q3: 126,726 shares; 2025Q4: 127,121 shares; 2026Q1: 131,782 shares 131,782 $57.6M 1.19% +4,661 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: 106,233 shares; 2024Q4: 100,081 shares; 2025Q1: 130,369 shares; 2025Q2: 90,336 shares; 2025Q3: 92,954 shares; 2025Q4: 96,489 shares; 2026Q1: 94,747 shares 94,747 $54.7M 1.13% -1,742 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: 420,643 shares; 2024Q4: 507,185 shares; 2025Q1: 535,504 shares; 2025Q2: 550,542 shares; 2025Q3: 566,946 shares; 2025Q4: 572,339 shares; 2026Q1: 566,853 shares 566,853 $50M 1.04% -5,486 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,869 shares; 2024Q4: 37,797 shares; 2025Q1: 48,126 shares; 2025Q2: 225,893 shares; 2025Q3: 125,776 shares; 2025Q4: 480,682 shares; 2026Q1: 556,110 shares 556,110 $48.2M 1% +75,428 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: 121,003 shares; 2024Q4: 135,448 shares; 2025Q1: 125,235 shares; 2025Q2: 122,414 shares; 2025Q3: 128,814 shares; 2025Q4: 140,538 shares; 2026Q1: 165,774 shares 165,774 $47.7M 0.99% +25,236 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: 530,689 shares; 2024Q4: 528,452 shares; 2025Q1: 550,771 shares; 2025Q2: 561,432 shares; 2025Q3: 572,793 shares; 2025Q4: 551,439 shares; 2026Q1: 539,854 shares 539,854 $41.3M 0.86% -11,585 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: 189,042 shares; 2024Q4: 59,953 shares; 2025Q1: 35,751 shares; 2025Q2: 240,326 shares; 2025Q3: 405,012 shares; 2025Q4: 468,364 shares; 2026Q1: 343,155 shares 343,155 $38.8M 0.8% -125,209 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: 713,273 shares; 2024Q4: 822,189 shares; 2025Q1: 668,624 shares; 2025Q2: 783,624 shares; 2025Q3: 806,797 shares; 2025Q4: 794,588 shares; 2026Q1: 825,847 shares 825,847 $37.7M 0.78% +31,259 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: 399,656 shares; 2024Q4: 390,200 shares; 2025Q1: 393,763 shares; 2025Q2: 398,183 shares; 2025Q3: 398,367 shares; 2025Q4: 390,538 shares; 2026Q1: 406,724 shares 406,724 $35.7M 0.74% +16,186 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: 50,349 shares; 2024Q4: 46,954 shares; 2025Q1: 49,320 shares; 2025Q2: 51,846 shares; 2025Q3: 53,982 shares; 2025Q4: 51,716 shares; 2026Q1: 54,205 shares 54,205 $35.4M 0.73% +2,489 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: 42,449 shares; 2024Q4: 45,963 shares; 2025Q1: 42,825 shares; 2025Q2: 41,889 shares; 2025Q3: 53,518 shares; 2025Q4: 54,402 shares; 2026Q1: 57,405 shares 57,405 $34.3M 0.71% +3,003 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: 46,830 shares; 2024Q4: 49,324 shares; 2025Q1: 48,947 shares; 2025Q2: 63,718 shares; 2025Q3: 68,629 shares; 2025Q4: 266,927 shares; 2026Q1: 354,092 shares 354,092 $33.8M 0.7% +87,165 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: 29,092 shares; 2024Q4: 29,264 shares; 2025Q1: 40,637 shares; 2025Q2: 43,455 shares; 2025Q3: 62,704 shares; 2025Q4: 88,919 shares; 2026Q1: 152,743 shares 152,743 $32.3M 0.67% +63,824 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 20,355 shares; 2025Q1: 19,619 shares; 2025Q2: 20,593 shares; 2025Q3: 21,387 shares; 2025Q4: 21,101 shares; 2026Q1: 30,884 shares 30,884 $30.8M 0.64% +9,783 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: 112,313 shares; 2024Q4: 120,225 shares; 2025Q1: 146,294 shares; 2025Q2: 163,405 shares; 2025Q3: 169,826 shares; 2025Q4: 145,117 shares; 2026Q1: 157,243 shares 157,243 $30.2M 0.63% +12,126 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,440 shares; 2024Q4: 99,630 shares; 2025Q1: 102,907 shares; 2025Q2: 84,456 shares; 2025Q3: 106,662 shares; 2025Q4: 105,116 shares; 2026Q1: 94,029 shares 94,029 $29.9M 0.62% -11,087 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: 35,663 shares; 2024Q4: 48,398 shares; 2025Q1: 53,421 shares; 2025Q2: 62,333 shares; 2025Q3: 58,074 shares; 2025Q4: 65,096 shares; 2026Q1: 90,843 shares 90,843 $28.1M 0.58% +25,747 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: 218,454 shares; 2024Q4: 893,086 shares; 2025Q1: 932,523 shares; 2025Q2: 948,148 shares; 2025Q3: 947,074 shares; 2025Q4: 936,140 shares; 2026Q1: 951,494 shares 951,494 $27.7M 0.57% +15,354 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: 147,975 shares; 2024Q4: 173,490 shares; 2025Q1: 170,175 shares; 2025Q2: 158,450 shares; 2025Q3: 159,301 shares; 2025Q4: 154,940 shares; 2026Q1: 161,094 shares 161,094 $27.3M 0.57% +6,154 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,152 shares; 2024Q4: 23,388 shares; 2025Q1: 378,090 shares; 2025Q2: 415,270 shares; 2025Q3: 447,180 shares; 2025Q4: 479,476 shares; 2026Q1: 632,254 shares 632,254 $26.9M 0.56% +152,778 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,047 shares; 2024Q4: 352,951 shares; 2025Q1: 770,064 shares; 2025Q2: 756,990 shares; 2025Q3: 361,596 shares; 2025Q4: 316,815 shares; 2026Q1: 435,534 shares 435,534 $26M 0.54% +118,719 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: 45,868 shares; 2024Q4: 49,156 shares; 2025Q1: 48,405 shares; 2025Q2: 49,064 shares; 2025Q3: 49,517 shares; 2025Q4: 49,897 shares; 2026Q1: 53,077 shares 53,077 $25.4M 0.53% +3,180 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 338 shares; 2025Q1: 2,939 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 246,458 shares; 2026Q1: 260,397 shares 260,397 $25.4M 0.53% +13,939 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: 88,033 shares; 2024Q4: 88,632 shares; 2025Q1: 144,194 shares; 2025Q2: 148,414 shares; 2025Q3: 165,384 shares; 2025Q4: 173,550 shares; 2026Q1: 169,422 shares 169,422 $25.1M 0.52% -4,128 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,379 shares; 2024Q4: 769,708 shares; 2025Q1: 771,852 shares; 2025Q2: 784,723 shares; 2025Q3: 782,813 shares; 2025Q4: 778,263 shares; 2026Q1: 774,872 shares 774,872 $24M 0.5% -3,391 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: 263,023 shares; 2024Q4: 265,972 shares; 2025Q1: 196,338 shares; 2025Q2: 207,819 shares; 2025Q3: 244,806 shares; 2025Q4: 283,426 shares; 2026Q1: 341,201 shares 341,201 $23.8M 0.49% +57,775 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 4,459 shares; 2025Q1: 33,830 shares; 2025Q2: 108,474 shares; 2025Q3: 114,181 shares; 2025Q4: 113,629 shares; 2026Q1: 107,384 shares 107,384 $23.5M 0.49% -6,245 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: 19,967 shares; 2024Q4: 22,625 shares; 2025Q1: 26,618 shares; 2025Q2: 31,069 shares; 2025Q3: 31,353 shares; 2025Q4: 39,748 shares; 2026Q1: 40,566 shares 40,566 $23.2M 0.48% +818 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: 6,012 shares; 2024Q4: 6,754 shares; 2025Q1: 30,926 shares; 2025Q2: 33,328 shares; 2025Q3: 33,014 shares; 2025Q4: 32,813 shares; 2026Q1: 33,120 shares 33,120 $23.1M 0.48% +307 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: 3,517 shares; 2024Q4: 4,448 shares; 2025Q1: 382,358 shares; 2025Q2: 425,110 shares; 2025Q3: 439,652 shares; 2025Q4: 443,735 shares; 2026Q1: 570,490 shares 570,490 $22.9M 0.48% +126,755 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: 52,782 shares; 2024Q4: 53,058 shares; 2025Q1: 94,472 shares; 2025Q2: 99,562 shares; 2025Q3: 105,970 shares; 2025Q4: 105,979 shares; 2026Q1: 104,744 shares 104,744 $22.5M 0.47% -1,235 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,501 shares; 2024Q4: 270,889 shares; 2025Q1: 303,044 shares; 2025Q2: 328,649 shares; 2025Q3: 344,061 shares; 2025Q4: 393,262 shares; 2026Q1: 427,145 shares 427,145 $22.5M 0.47% +33,883 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168,428 shares; 2024Q4: 1,216,819 shares; 2025Q1: 834,619 shares; 2025Q2: 948,605 shares; 2025Q3: 894,384 shares; 2025Q4: 860,304 shares; 2026Q1: 892,567 shares 892,567 $22.1M 0.46% +32,263 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: 4,476 shares; 2024Q4: 5,783 shares; 2025Q1: 11,111 shares; 2025Q2: 6,152 shares; 2025Q3: 58,949 shares; 2025Q4: 98,016 shares; 2026Q1: 87,290 shares 87,290 $21.6M 0.45% -10,726 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: 228,692 shares; 2024Q4: 752,814 shares; 2025Q1: 783,749 shares; 2025Q2: 812,290 shares; 2025Q3: 775,797 shares; 2025Q4: 781,983 shares; 2026Q1: 695,187 shares 695,187 $21.3M 0.44% -86,796 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: 57,314 shares; 2024Q4: 62,640 shares; 2025Q1: 61,433 shares; 2025Q2: 28,453 shares; 2025Q3: 20,842 shares; 2025Q4: 24,409 shares; 2026Q1: 85,993 shares 85,993 $21.3M 0.44% +61,584 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: 91,435 shares; 2024Q4: 72,122 shares; 2025Q1: 135,900 shares; 2025Q2: 161,692 shares; 2025Q3: 177,167 shares; 2025Q4: 197,423 shares; 2026Q1: 221,239 shares 221,239 $20M 0.42% +23,816 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: 49,589 shares; 2024Q4: 44,143 shares; 2025Q1: 45,720 shares; 2025Q2: 46,303 shares; 2025Q3: 48,868 shares; 2025Q4: 57,893 shares; 2026Q1: 67,890 shares 67,890 $20M 0.41% +9,997 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,946 shares; 2025Q1: 12,513 shares; 2025Q2: 37,773 shares; 2025Q3: 63,713 shares; 2025Q4: 65,257 shares; 2026Q1: 76,163 shares 76,163 $19.6M 0.41% +10,906 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,044 shares; 2024Q4: 159,527 shares; 2025Q1: 159,709 shares; 2025Q2: 161,088 shares; 2025Q3: 196,549 shares; 2025Q4: 211,658 shares; 2026Q1: 219,070 shares 219,070 $18.5M 0.38% +7,412 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: 380,050 shares; 2024Q4: 380,780 shares; 2025Q1: 395,490 shares; 2025Q2: 407,436 shares; 2025Q3: 416,147 shares; 2025Q4: 391,796 shares; 2026Q1: 362,467 shares 362,467 $18.3M 0.38% -29,329 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: 188,439 shares; 2024Q4: 570,450 shares; 2025Q1: 566,227 shares; 2025Q2: 592,045 shares; 2025Q3: 589,340 shares; 2025Q4: 710,515 shares; 2026Q1: 712,987 shares 712,987 $18.3M 0.38% +2,472 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,437 shares; 2024Q4: 41,747 shares; 2025Q1: 44,051 shares; 2025Q2: 41,593 shares; 2025Q3: 173,540 shares; 2025Q4: 178,722 shares; 2026Q1: 189,828 shares 189,828 $17.8M 0.37% +11,106 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: 79,843 shares; 2024Q4: 87,530 shares; 2025Q1: 98,826 shares; 2025Q2: 120,841 shares; 2025Q3: 134,524 shares; 2025Q4: 136,945 shares; 2026Q1: 140,559 shares 140,559 $17.5M 0.36% +3,614 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 21,153 shares; 2025Q1: 24,030 shares; 2025Q2: 23,590 shares; 2025Q3: 28,114 shares; 2025Q4: 65,187 shares; 2026Q1: 108,792 shares 108,792 $17.4M 0.36% +43,605 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: 137,239 shares; 2024Q4: 182,150 shares; 2025Q1: 189,284 shares; 2025Q2: 151,719 shares; 2025Q3: 158,606 shares; 2025Q4: 178,756 shares; 2026Q1: 235,125 shares 235,125 $17.3M 0.36% +56,369 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,621 shares; 2024Q4: 163,204 shares; 2025Q1: 159,103 shares; 2025Q2: 151,526 shares; 2025Q3: 182,500 shares; 2025Q4: 151,327 shares; 2026Q1: 120,211 shares 120,211 $17.1M 0.36% -31,116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,906 shares; 2024Q4: 73,520 shares; 2025Q1: 71,675 shares; 2025Q2: 70,822 shares; 2025Q3: 143,996 shares; 2025Q4: 193,356 shares; 2026Q1: 126,072 shares 126,072 $17.1M 0.35% -67,284 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: 155,457 shares; 2024Q4: 169,897 shares; 2025Q1: 202,850 shares; 2025Q2: 203,218 shares; 2025Q3: 220,476 shares; 2025Q4: 236,007 shares; 2026Q1: 266,993 shares 266,993 $17.1M 0.35% +30,986 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: 49,136 shares; 2024Q4: 48,001 shares; 2025Q1: 49,034 shares; 2025Q2: 31,844 shares; 2025Q3: 34,270 shares; 2025Q4: 54,036 shares; 2026Q1: 52,939 shares 52,939 $17M 0.35% -1,097 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: 10,591 shares; 2024Q4: 13,991 shares; 2025Q1: 15,804 shares; 2025Q2: 15,558 shares; 2025Q3: 17,596 shares; 2025Q4: 18,245 shares; 2026Q1: 18,274 shares 18,274 $16.8M 0.35% +29 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: 3,797 shares; 2024Q4: 4,589 shares; 2025Q1: 4,880 shares; 2025Q2: 4,760 shares; 2025Q3: 5,642 shares; 2025Q4: 59,344 shares; 2026Q1: 170,491 shares 170,491 $16.4M 0.34% +111,147 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: 2,604 shares; 2024Q4: 3,122 shares; 2025Q1: 344,275 shares; 2025Q2: 380,451 shares; 2025Q3: 397,773 shares; 2025Q4: 410,781 shares; 2026Q1: 422,818 shares 422,818 $16.2M 0.34% +12,037 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: 259,730 shares; 2024Q4: 245,686 shares; 2025Q1: 265,486 shares; 2025Q2: 258,511 shares; 2025Q3: 151,264 shares; 2025Q4: 153,132 shares; 2026Q1: 163,831 shares 163,831 $15.9M 0.33% +10,699 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: 53,900 shares; 2024Q4: 65,172 shares; 2025Q1: 77,355 shares; 2025Q2: 72,930 shares; 2025Q3: 72,990 shares; 2025Q4: 72,075 shares; 2026Q1: 77,302 shares 77,302 $15.7M 0.33% +5,227 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,026 shares; 2024Q4: 53,671 shares; 2025Q1: 62,509 shares; 2025Q2: 54,793 shares; 2025Q3: 47,879 shares; 2025Q4: 54,013 shares; 2026Q1: 75,864 shares 75,864 $15.7M 0.33% +21,851 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 3,695 shares; 2025Q1: 4,375 shares; 2025Q2: 5,210 shares; 2025Q3: 5,017 shares; 2025Q4: 434,625 shares; 2026Q1: 513,374 shares 513,374 $15.7M 0.32% +78,749 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: 131,941 shares; 2024Q4: 137,760 shares; 2025Q1: 162,680 shares; 2025Q2: 194,470 shares; 2025Q3: 202,270 shares; 2025Q4: 220,898 shares; 2026Q1: 227,247 shares 227,247 $15.3M 0.32% +6,349 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: 4,750 shares; 2024Q4: 4,943 shares; 2025Q1: 12,642 shares; 2025Q2: 32,280 shares; 2025Q3: 45,910 shares; 2025Q4: 45,947 shares; 2026Q1: 50,303 shares 50,303 $15.2M 0.32% +4,356 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: 15,737 shares; 2024Q4: 19,808 shares; 2025Q1: 20,091 shares; 2025Q2: 21,704 shares; 2025Q3: 22,626 shares; 2025Q4: 35,238 shares; 2026Q1: 40,770 shares 40,770 $15.2M 0.31% +5,532 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: 870 shares; 2024Q4: 477 shares; 2025Q1: 479 shares; 2025Q2: 882 shares; 2025Q3: 134,342 shares; 2025Q4: 218,850 shares; 2026Q1: 296,312 shares 296,312 $15M 0.31% +77,462 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,395 shares; 2024Q4: 152,471 shares; 2025Q1: 169,346 shares; 2025Q2: 224,226 shares; 2025Q3: 274,132 shares; 2025Q4: 306,917 shares; 2026Q1: 295,168 shares 295,168 $14.7M 0.3% -11,749 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: 150,229 shares; 2024Q4: 480,549 shares; 2025Q1: 506,186 shares; 2025Q2: 516,353 shares; 2025Q3: 501,979 shares; 2025Q4: 569,737 shares; 2026Q1: 571,342 shares 571,342 $14.3M 0.3% +1,605 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: 3,869 shares; 2024Q4: 5,658 shares; 2025Q1: 4,245 shares; 2025Q2: 3,459 shares; 2025Q3: 31,191 shares; 2025Q4: 55,241 shares; 2026Q1: 141,900 shares 141,900 $14.3M 0.3% +86,659 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,587 shares; 2024Q4: 153,833 shares; 2025Q1: 151,803 shares; 2025Q2: 161,837 shares; 2025Q3: 175,955 shares; 2025Q4: 211,646 shares; 2026Q1: 257,730 shares 257,730 $14.2M 0.3% +46,084 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,461 shares; 2024Q4: 178,415 shares; 2025Q1: 172,694 shares; 2025Q2: 175,756 shares; 2025Q3: 168,653 shares; 2025Q4: 160,022 shares; 2026Q1: 146,391 shares 146,391 $14.2M 0.29% -13,631 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: 56,393 shares; 2024Q4: 66,727 shares; 2025Q1: 46,357 shares; 2025Q2: 78,707 shares; 2025Q3: 98,776 shares; 2025Q4: 151,023 shares; 2026Q1: 178,258 shares 178,258 $13.7M 0.29% +27,235 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: 37,773 shares; 2024Q4: 39,284 shares; 2025Q1: 40,963 shares; 2025Q2: 43,664 shares; 2025Q3: 50,022 shares; 2025Q4: 43,563 shares; 2026Q1: 44,947 shares 44,947 $13.6M 0.28% +1,384 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: 47,827 shares; 2024Q4: 51,909 shares; 2025Q1: 58,159 shares; 2025Q2: 116,437 shares; 2025Q3: 74,680 shares; 2025Q4: 68,876 shares; 2026Q1: 69,087 shares 69,087 $13.6M 0.28% +211 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: 78,682 shares; 2024Q4: 82,238 shares; 2025Q1: 90,304 shares; 2025Q2: 88,835 shares; 2025Q3: 90,258 shares; 2025Q4: 103,971 shares; 2026Q1: 106,859 shares 106,859 $13.3M 0.28% +2,888 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 30,982 shares; 2025Q1: 51,876 shares; 2025Q2: 58,400 shares; 2025Q3: 101,824 shares; 2025Q4: 142,248 shares; 2026Q1: 140,507 shares 140,507 $13M 0.27% -1,741 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 12,091 shares; 2025Q1: 12,807 shares; 2025Q2: 9,439 shares; 2025Q3: 70,785 shares; 2025Q4: 110,827 shares; 2026Q1: 154,817 shares 154,817 $12.8M 0.27% +43,990 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 6,911 shares; 2025Q1: 25,221 shares; 2025Q2: 34,662 shares; 2025Q3: 37,258 shares; 2025Q4: 136,793 shares; 2026Q1: 210,960 shares 210,960 $12.7M 0.26% +74,167 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,688 shares; 2024Q4: 165,631 shares; 2025Q1: 166,794 shares; 2025Q2: 173,626 shares; 2025Q3: 157,999 shares; 2025Q4: 161,432 shares; 2026Q1: 170,165 shares 170,165 $12.7M 0.26% +8,733 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: 22,362 shares; 2024Q4: 29,452 shares; 2025Q1: 27,129 shares; 2025Q2: 32,760 shares; 2025Q3: 27,110 shares; 2025Q4: 31,479 shares; 2026Q1: 37,995 shares 37,995 $12.5M 0.26% +6,516 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,014 shares; 2024Q4: 40,142 shares; 2025Q1: 32,744 shares; 2025Q2: 36,326 shares; 2025Q3: 33,583 shares; 2025Q4: 27,091 shares; 2026Q1: 111,217 shares 111,217 $12.4M 0.26% +84,126 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: 15,814 shares; 2024Q4: 16,227 shares; 2025Q1: 17,138 shares; 2025Q2: 20,683 shares; 2025Q3: 12,955 shares; 2025Q4: 25,452 shares; 2026Q1: 44,795 shares 44,795 $12.1M 0.25% +19,343 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: 38,321 shares; 2024Q4: 43,249 shares; 2025Q1: 41,916 shares; 2025Q2: 43,087 shares; 2025Q3: 43,374 shares; 2025Q4: 43,266 shares; 2026Q1: 54,943 shares 54,943 $11.9M 0.25% +11,677 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,203 shares; 2024Q4: 44,398 shares; 2025Q1: 132,651 shares; 2025Q2: 216,751 shares; 2025Q3: 183,361 shares; 2025Q4: 198,772 shares; 2026Q1: 236,690 shares 236,690 $11.8M 0.25% +37,918 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: 139,817 shares; 2024Q4: 125,392 shares; 2025Q1: 98,188 shares; 2025Q2: 42,985 shares; 2025Q3: 49,595 shares; 2025Q4: 61,052 shares; 2026Q1: 80,774 shares 80,774 $11.8M 0.25% +19,722 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: 8,118 shares; 2024Q4: 10,343 shares; 2025Q1: 14,018 shares; 2025Q2: 15,762 shares; 2025Q3: 15,651 shares; 2025Q4: 17,117 shares; 2026Q1: 16,562 shares 16,562 $11.7M 0.24% -555 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: 67,536 shares; 2024Q4: 70,552 shares; 2025Q1: 80,388 shares; 2025Q2: 130,413 shares; 2025Q3: 103,287 shares; 2025Q4: 86,337 shares; 2026Q1: 60,915 shares 60,915 $11.7M 0.24% -25,422 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,581 shares; 2024Q4: 355,759 shares; 2025Q1: 396,183 shares; 2025Q2: 410,121 shares; 2025Q3: 409,918 shares; 2025Q4: 396,553 shares; 2026Q1: 481,235 shares 481,235 $11.7M 0.24% +84,682 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: 12,234 shares; 2024Q4: 47,023 shares; 2025Q1: 51,229 shares; 2025Q2: 38,278 shares; 2025Q3: 36,706 shares; 2025Q4: 37,859 shares; 2026Q1: 60,362 shares 60,362 $11.6M 0.24% +22,503 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: 4,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,923 shares; 2025Q2: 5,466 shares; 2025Q3: 7,287 shares; 2025Q4: 8,240 shares; 2026Q1: 61,840 shares 61,840 $11.4M 0.24% +53,600 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 361 shares; 2025Q1: 180,709 shares; 2025Q2: 210,471 shares; 2025Q3: 298,500 shares; 2025Q4: 317,223 shares; 2026Q1: 328,849 shares 328,849 $11.3M 0.23% +11,626 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: 29,789 shares; 2024Q4: 51,499 shares; 2025Q1: 56,300 shares; 2025Q2: 60,784 shares; 2025Q3: 61,443 shares; 2025Q4: 65,970 shares; 2026Q1: 77,723 shares 77,723 $11.2M 0.23% +11,753 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: 1,273 shares; 2024Q4: 7,161 shares; 2025Q1: 5,707 shares; 2025Q2: 12,602 shares; 2025Q3: 14,490 shares; 2025Q4: 20,667 shares; 2026Q1: 43,911 shares 43,911 $11M 0.23% +23,244 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: 6,691 shares; 2024Q4: 25,878 shares; 2025Q1: 97,394 shares; 2025Q2: 106,416 shares; 2025Q3: 117,629 shares; 2025Q4: 131,613 shares; 2026Q1: 213,503 shares 213,503 $10.8M 0.22% +81,890 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: 22,845 shares; 2024Q4: 28,923 shares; 2025Q1: 21,563 shares; 2025Q2: 21,849 shares; 2025Q3: 22,479 shares; 2025Q4: 30,051 shares; 2026Q1: 34,280 shares 34,280 $10.7M 0.22% +4,229 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: 31,070 shares; 2024Q4: 37,042 shares; 2025Q1: 73,734 shares; 2025Q2: 110,854 shares; 2025Q3: 96,884 shares; 2025Q4: 102,663 shares; 2026Q1: 107,181 shares 107,181 $10.6M 0.22% +4,518 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,801 shares; 2024Q4: 67,839 shares; 2025Q1: 68,114 shares; 2025Q2: 64,018 shares; 2025Q3: 63,313 shares; 2025Q4: 62,448 shares; 2026Q1: 60,994 shares 60,994 $10.3M 0.21% -1,454 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,326 shares; 2025Q3: 7,854 shares; 2025Q4: 7,689 shares; 2026Q1: 68,131 shares 68,131 $10.2M 0.21% +60,442 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: 19,359 shares; 2024Q4: 19,131 shares; 2025Q1: 33,858 shares; 2025Q2: 44,860 shares; 2025Q3: 54,001 shares; 2025Q4: 67,926 shares; 2026Q1: 123,530 shares 123,530 $10.2M 0.21% +55,604 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: 66,423 shares; 2024Q4: 108,671 shares; 2025Q1: 111,510 shares; 2025Q2: 108,396 shares; 2025Q3: 121,227 shares; 2025Q4: 126,668 shares; 2026Q1: 131,335 shares 131,335 $10.2M 0.21% +4,667 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: 32,603 shares; 2024Q4: 65,037 shares; 2025Q1: 69,194 shares; 2025Q2: 71,252 shares; 2025Q3: 70,653 shares; 2025Q4: 74,087 shares; 2026Q1: 79,136 shares 79,136 $10.1M 0.21% +5,049 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636,090 shares; 2025Q4: 618,014 shares; 2026Q1: 603,202 shares 603,202 $10.1M 0.21% -14,812 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 117 shares; 2025Q1: 455 shares; 2025Q2: 393 shares; 2025Q3: 421 shares; 2025Q4: 73,921 shares; 2026Q1: 241,924 shares 241,924 $10M 0.21% +168,003 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: 148,682 shares; 2024Q4: 302,878 shares; 2025Q1: 293,815 shares; 2025Q2: 292,465 shares; 2025Q3: 296,187 shares; 2025Q4: 322,545 shares; 2026Q1: 343,417 shares 343,417 $9.96M 0.21% +20,872 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: 21,507 shares; 2024Q4: 31,063 shares; 2025Q1: 27,286 shares; 2025Q2: 28,093 shares; 2025Q3: 49,121 shares; 2025Q4: 53,790 shares; 2026Q1: 67,332 shares 67,332 $9.87M 0.2% +13,542 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: 25,416 shares; 2024Q4: 34,477 shares; 2025Q1: 40,486 shares; 2025Q2: 51,603 shares; 2025Q3: 54,224 shares; 2025Q4: 61,767 shares; 2026Q1: 136,445 shares 136,445 $9.81M 0.2% +74,678 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 7,642 shares; 2025Q1: 8,120 shares; 2025Q2: 10,824 shares; 2025Q3: 10,409 shares; 2025Q4: 79,643 shares; 2026Q1: 175,678 shares 175,678 $9.8M 0.2% +96,035 Timeline DFAU 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: 482,309 shares; 2024Q4: 487,193 shares; 2025Q1: 498,696 shares; 2025Q2: 104,640 shares; 2025Q3: 204,200 shares; 2025Q4: 208,351 shares; 2026Q1: 216,648 shares 216,648 $9.78M 0.2% +8,297 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,858 shares; 2025Q1: 38,669 shares; 2025Q2: 42,949 shares; 2025Q3: 75,170 shares; 2025Q4: 71,344 shares; 2026Q1: 73,065 shares 73,065 $9.73M 0.2% +1,721 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: 15,816 shares; 2024Q4: 15,789 shares; 2025Q1: 15,741 shares; 2025Q2: 16,102 shares; 2025Q3: 17,123 shares; 2025Q4: 17,601 shares; 2026Q1: 19,197 shares 19,197 $9.59M 0.2% +1,596 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,038 shares; 2024Q4: 99,246 shares; 2025Q1: 105,118 shares; 2025Q2: 107,779 shares; 2025Q3: 198,499 shares; 2025Q4: 234,680 shares; 2026Q1: 197,649 shares 197,649 $9.43M 0.2% -37,031 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: 83,709 shares; 2024Q4: 110,724 shares; 2025Q1: 103,274 shares; 2025Q2: 122,170 shares; 2025Q3: 155,701 shares; 2025Q4: 162,852 shares; 2026Q1: 161,887 shares 161,887 $9.42M 0.2% -965 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,802 shares; 2024Q4: 233,991 shares; 2025Q1: 210,330 shares; 2025Q2: 196,989 shares; 2025Q3: 186,029 shares; 2025Q4: 191,835 shares; 2026Q1: 198,163 shares 198,163 $9.32M 0.19% +6,328 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 45,886 shares; 2025Q1: 76,703 shares; 2025Q2: 144,370 shares; 2025Q3: 161,317 shares; 2025Q4: 163,150 shares; 2026Q1: 188,030 shares 188,030 $9.31M 0.19% +24,880 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,100 shares; 2024Q4: 252,995 shares; 2025Q1: 287,224 shares; 2025Q2: 303,559 shares; 2025Q3: 293,256 shares; 2025Q4: 293,946 shares; 2026Q1: 375,764 shares 375,764 $9.11M 0.19% +81,818 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: 37,509 shares; 2024Q4: 47,899 shares; 2025Q1: 48,321 shares; 2025Q2: 57,707 shares; 2025Q3: 66,786 shares; 2025Q4: 146,547 shares; 2026Q1: 175,263 shares 175,263 $9.1M 0.19% +28,716 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,317 shares; 2024Q4: 224,608 shares; 2025Q1: 209,259 shares; 2025Q2: 214,385 shares; 2025Q3: 208,554 shares; 2025Q4: 202,328 shares; 2026Q1: 206,631 shares 206,631 $9.01M 0.19% +4,303 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: 12,904 shares; 2024Q4: 28,084 shares; 2025Q1: 32,785 shares; 2025Q2: 31,317 shares; 2025Q3: 33,286 shares; 2025Q4: 35,273 shares; 2026Q1: 34,328 shares 34,328 $8.99M 0.19% -945 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: 258,166 shares; 2024Q4: 223,790 shares; 2025Q1: 190,495 shares; 2025Q2: 171,388 shares; 2025Q3: 160,427 shares; 2025Q4: 164,417 shares; 2026Q1: 224,771 shares 224,771 $8.92M 0.18% +60,354 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: 30,379 shares; 2024Q4: 32,252 shares; 2025Q1: 33,331 shares; 2025Q2: 31,788 shares; 2025Q3: 32,415 shares; 2025Q4: 36,688 shares; 2026Q1: 35,627 shares 35,627 $8.71M 0.18% -1,061 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: 90,253 shares; 2024Q4: 100,745 shares; 2025Q1: 109,418 shares; 2025Q2: 33,036 shares; 2025Q3: 32,576 shares; 2025Q4: 60,660 shares; 2026Q1: 64,740 shares 64,740 $8.6M 0.18% +4,080 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,622 shares; 2025Q1: 17,635 shares; 2025Q2: 28,128 shares; 2025Q3: 37,346 shares; 2025Q4: 40,429 shares; 2026Q1: 84,547 shares 84,547 $8.52M 0.18% +44,118 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,173 shares; 2024Q4: 74,335 shares; 2025Q1: 67,518 shares; 2025Q2: 143,530 shares; 2025Q3: 92,105 shares; 2025Q4: 123,531 shares; 2026Q1: 124,657 shares 124,657 $8.51M 0.18% +1,126 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: 53,767 shares; 2024Q4: 123,283 shares; 2025Q1: 135,883 shares; 2025Q2: 127,988 shares; 2025Q3: 126,704 shares; 2025Q4: 163,305 shares; 2026Q1: 173,219 shares 173,219 $8.44M 0.18% +9,914 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,036 shares; 2024Q4: 90,909 shares; 2025Q1: 87,236 shares; 2025Q2: 90,998 shares; 2025Q3: 89,368 shares; 2025Q4: 88,816 shares; 2026Q1: 86,846 shares 86,846 $8.42M 0.17% -1,970 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: 99,379 shares; 2024Q4: 124,152 shares; 2025Q1: 121,142 shares; 2025Q2: 118,246 shares; 2025Q3: 126,778 shares; 2025Q4: 165,184 shares; 2026Q1: 167,533 shares 167,533 $8.41M 0.17% +2,349 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: 42,997 shares; 2024Q4: 48,256 shares; 2025Q1: 55,582 shares; 2025Q2: 65,905 shares; 2025Q3: 53,994 shares; 2025Q4: 58,996 shares; 2026Q1: 83,013 shares 83,013 $8.35M 0.17% +24,017 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,354 shares; 2025Q1: 184,513 shares; 2025Q2: 223,493 shares; 2025Q3: 312,634 shares; 2025Q4: 334,673 shares; 2026Q1: 346,944 shares 346,944 $8.28M 0.17% +12,271 Timeline SCHZ 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: 133,564 shares; 2024Q4: 331,754 shares; 2025Q1: 367,891 shares; 2025Q2: 412,764 shares; 2025Q3: 421,612 shares; 2025Q4: 453,917 shares; 2026Q1: 355,933 shares 355,933 $8.26M 0.17% -97,984 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 775 shares; 2025Q1: 737 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 782 shares; 2026Q1: 260,117 shares 260,117 $8.21M 0.17% +259,335 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,215 shares; 2025Q1: 2,269 shares; 2025Q2: 2,695 shares; 2025Q3: 2,674 shares; 2025Q4: 2,731 shares; 2026Q1: 27,435 shares 27,435 $8.13M 0.17% +24,704 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: 17,322 shares; 2024Q4: 19,302 shares; 2025Q1: 35,073 shares; 2025Q2: 46,732 shares; 2025Q3: 47,382 shares; 2025Q4: 49,352 shares; 2026Q1: 50,598 shares 50,598 $8.08M 0.17% +1,246 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: 21,584 shares; 2024Q4: 23,254 shares; 2025Q1: 29,678 shares; 2025Q2: 27,038 shares; 2025Q3: 30,945 shares; 2025Q4: 39,799 shares; 2026Q1: 33,143 shares 33,143 $8.03M 0.17% -6,656 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: 59,984 shares; 2024Q4: 90,350 shares; 2025Q1: 109,382 shares; 2025Q2: 94,067 shares; 2025Q3: 105,945 shares; 2025Q4: 133,137 shares; 2026Q1: 147,841 shares 147,841 $7.99M 0.17% +14,704 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: 107,595 shares; 2024Q4: 117,762 shares; 2025Q1: 120,463 shares; 2025Q2: 132,579 shares; 2025Q3: 137,082 shares; 2025Q4: 166,112 shares; 2026Q1: 159,787 shares 159,787 $7.82M 0.16% -6,325 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: 52,856 shares; 2024Q4: 57,505 shares; 2025Q1: 56,586 shares; 2025Q2: 58,998 shares; 2025Q3: 68,107 shares; 2025Q4: 68,779 shares; 2026Q1: 71,827 shares 71,827 $7.78M 0.16% +3,048 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,697 shares; 2024Q4: 199,298 shares; 2025Q1: 232,683 shares; 2025Q2: 231,785 shares; 2025Q3: 222,847 shares; 2025Q4: 246,459 shares; 2026Q1: 304,247 shares 304,247 $7.71M 0.16% +57,788 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: 3,154 shares; 2024Q4: 3,442 shares; 2025Q1: 3,023 shares; 2025Q2: 965 shares; 2025Q3: 725 shares; 2025Q4: 2,628 shares; 2026Q1: 10,573 shares 10,573 $7.7M 0.16% +7,945 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,587 shares; 2024Q4: 234,762 shares; 2025Q1: 219,104 shares; 2025Q2: 210,837 shares; 2025Q3: 206,139 shares; 2025Q4: 218,242 shares; 2026Q1: 217,251 shares 217,251 $7.61M 0.16% -991 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: 7,868 shares; 2024Q4: 8,794 shares; 2025Q1: 11,295 shares; 2025Q2: 11,224 shares; 2025Q3: 10,740 shares; 2025Q4: 12,188 shares; 2026Q1: 12,472 shares 12,472 $7.54M 0.16% +284 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: 174,859 shares; 2024Q4: 177,532 shares; 2025Q1: 149,832 shares; 2025Q2: 152,929 shares; 2025Q3: 133,758 shares; 2025Q4: 125,419 shares; 2026Q1: 120,320 shares 120,320 $7.53M 0.16% -5,099 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,373 shares; 2024Q4: 71,025 shares; 2025Q1: 69,595 shares; 2025Q2: 69,229 shares; 2025Q3: 70,982 shares; 2025Q4: 152,827 shares; 2026Q1: 163,932 shares 163,932 $7.52M 0.16% +11,105 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: 23,720 shares; 2024Q4: 19,076 shares; 2025Q1: 20,659 shares; 2025Q2: 21,347 shares; 2025Q3: 21,014 shares; 2025Q4: 21,117 shares; 2026Q1: 21,931 shares 21,931 $7.41M 0.15% +814 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 13,654 shares; 2025Q1: 13,669 shares; 2025Q2: 13,769 shares; 2025Q3: 14,368 shares; 2025Q4: 18,166 shares; 2026Q1: 22,541 shares 22,541 $7.41M 0.15% +4,375 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 187 shares; 2025Q1: 192 shares; 2025Q2: 153 shares; 2025Q3: 197 shares; 2025Q4: 171 shares; 2026Q1: 39,148 shares 39,148 $7.4M 0.15% +38,977 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: 57,761 shares; 2024Q4: 57,936 shares; 2025Q1: 42,206 shares; 2025Q2: 41,820 shares; 2025Q3: 47,616 shares; 2025Q4: 48,221 shares; 2026Q1: 80,406 shares 80,406 $7.37M 0.15% +32,185 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: 23,170 shares; 2024Q4: 24,301 shares; 2025Q1: 18,308 shares; 2025Q2: 20,740 shares; 2025Q3: 19,796 shares; 2025Q4: 22,776 shares; 2026Q1: 17,082 shares 17,082 $7.35M 0.15% -5,694 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: 29,449 shares; 2024Q4: 31,955 shares; 2025Q1: 38,128 shares; 2025Q2: 39,108 shares; 2025Q3: 38,115 shares; 2025Q4: 40,564 shares; 2026Q1: 44,218 shares 44,218 $7.31M 0.15% +3,654 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,113 shares; 2024Q4: 54,361 shares; 2025Q1: 57,535 shares; 2025Q2: 48,313 shares; 2025Q3: 43,826 shares; 2025Q4: 42,256 shares; 2026Q1: 51,320 shares 51,320 $7.3M 0.15% +9,064 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: 2,463 shares; 2024Q4: 2,485 shares; 2025Q1: 1,774 shares; 2025Q2: 1,308 shares; 2025Q3: 1,173 shares; 2025Q4: 1,517 shares; 2026Q1: 13,215 shares 13,215 $7.26M 0.15% +11,698 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,380 shares; 2024Q4: 32,595 shares; 2025Q1: 34,036 shares; 2025Q2: 77,532 shares; 2025Q3: 52,577 shares; 2025Q4: 54,249 shares; 2026Q1: 54,282 shares 54,282 $7.19M 0.15% +33 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: 1,955 shares; 2024Q4: 5,053 shares; 2025Q1: 9,324 shares; 2025Q2: 2,024 shares; 2025Q3: 1,986 shares; 2025Q4: 24,713 shares; 2026Q1: 36,326 shares 36,326 $7.18M 0.15% +11,613 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 201 shares; 2025Q2: 1,552 shares; 2025Q3: 6,515 shares; 2025Q4: 492,365 shares; 2026Q1: 158,117 shares 158,117 $7.18M 0.15% -334,248 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 4,335 shares; 2025Q1: 4,218 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 4,517 shares; 2026Q1: 8,472 shares 8,472 $7.17M 0.15% +3,955 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: 8,166 shares; 2024Q4: 6,990 shares; 2025Q1: 15,314 shares; 2025Q2: 17,233 shares; 2025Q3: 17,688 shares; 2025Q4: 16,651 shares; 2026Q1: 18,284 shares 18,284 $7.14M 0.15% +1,633 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 30,420 shares; 2025Q1: 26,369 shares; 2025Q2: 63,259 shares; 2025Q3: 67,509 shares; 2025Q4: 54,368 shares; 2026Q1: 56,416 shares 56,416 $7.04M 0.15% +2,048 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: 35,514 shares; 2024Q4: 37,667 shares; 2025Q1: 40,328 shares; 2025Q2: 47,280 shares; 2025Q3: 40,643 shares; 2025Q4: 46,442 shares; 2026Q1: 47,726 shares 47,726 $7.02M 0.15% +1,284 Timeline TAXF 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: 104,457 shares; 2024Q4: 105,026 shares; 2025Q1: 109,737 shares; 2025Q2: 131,549 shares; 2025Q3: 128,121 shares; 2025Q4: 126,385 shares; 2026Q1: 138,718 shares 138,718 $6.94M 0.14% +12,333 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: 62,615 shares; 2024Q4: 93,600 shares; 2025Q1: 97,898 shares; 2025Q2: 92,306 shares; 2025Q3: 94,850 shares; 2025Q4: 94,811 shares; 2026Q1: 92,086 shares 92,086 $6.92M 0.14% -2,725 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 22,690 shares; 2025Q2: 25,296 shares; 2025Q3: 26,027 shares; 2025Q4: 64,645 shares; 2026Q1: 193,835 shares 193,835 $6.9M 0.14% +129,190 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,564 shares; 2024Q4: 178,547 shares; 2025Q1: 188,062 shares; 2025Q2: 190,697 shares; 2025Q3: 196,946 shares; 2025Q4: 197,258 shares; 2026Q1: 206,538 shares 206,538 $6.86M 0.14% +9,280 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 4,586 shares; 2025Q1: 17,387 shares; 2025Q2: 18,077 shares; 2025Q3: 17,490 shares; 2025Q4: 18,685 shares; 2026Q1: 24,575 shares 24,575 $6.69M 0.14% +5,890 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,647 shares; 2024Q4: 61,142 shares; 2025Q1: 60,718 shares; 2025Q2: 66,722 shares; 2025Q3: 61,645 shares; 2025Q4: 58,926 shares; 2026Q1: 60,897 shares 60,897 $6.68M 0.14% +1,971 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,957 shares; 2024Q4: 110,875 shares; 2025Q1: 112,490 shares; 2025Q2: 119,325 shares; 2025Q3: 134,344 shares; 2025Q4: 137,019 shares; 2026Q1: 154,655 shares 154,655 $6.67M 0.14% +17,636 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: 116,868 shares; 2024Q4: 126,956 shares; 2025Q1: 139,345 shares; 2025Q2: 151,518 shares; 2025Q3: 145,745 shares; 2025Q4: 142,266 shares; 2026Q1: 143,299 shares 143,299 $6.62M 0.14% +1,033 Timeline FTCB 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: 806 shares; 2025Q1: 27,399 shares; 2025Q2: 161,749 shares; 2025Q3: 193,092 shares; 2025Q4: 231,832 shares; 2026Q1: 315,638 shares 315,638 $6.62M 0.14% +83,806 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,457 shares; 2024Q4: 85,064 shares; 2025Q1: 90,492 shares; 2025Q2: 101,912 shares; 2025Q3: 101,768 shares; 2025Q4: 102,804 shares; 2026Q1: 130,793 shares 130,793 $6.6M 0.14% +27,989 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,312 shares; 2024Q4: 38,437 shares; 2025Q1: 43,431 shares; 2025Q2: 44,103 shares; 2025Q3: 43,174 shares; 2025Q4: 41,909 shares; 2026Q1: 43,418 shares 43,418 $6.57M 0.14% +1,509 Timeline FDD 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 2,304 shares; 2025Q2: 342,112 shares; 2025Q3: 322,972 shares; 2025Q4: 329,008 shares; 2026Q1: 368,685 shares 368,685 $6.57M 0.14% +39,677 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,386 shares; 2024Q4: 72,612 shares; 2025Q1: 76,015 shares; 2025Q2: 87,011 shares; 2025Q3: 107,340 shares; 2025Q4: 128,089 shares; 2026Q1: 139,014 shares 139,014 $6.52M 0.14% +10,925 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,780 shares; 2024Q4: 166,649 shares; 2025Q1: 172,951 shares; 2025Q2: 24,130 shares; 2025Q3: 52,973 shares; 2025Q4: 72,891 shares; 2026Q1: 58,870 shares 58,870 $6.5M 0.13% -14,021 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,724 shares; 2025Q1: 26,053 shares; 2025Q2: 59,065 shares; 2025Q3: 84,265 shares; 2025Q4: 65,139 shares; 2026Q1: 61,709 shares 61,709 $6.48M 0.13% -3,430 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 33,691 shares; 2025Q1: 42,841 shares; 2025Q2: 43,667 shares; 2025Q3: 41,582 shares; 2025Q4: 36,070 shares; 2026Q1: 35,385 shares 35,385 $6.42M 0.13% -685 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 7,388 shares; 2025Q1: 29,816 shares; 2025Q2: 46,673 shares; 2025Q3: 46,447 shares; 2025Q4: 48,960 shares; 2026Q1: 61,799 shares 61,799 $6.39M 0.13% +12,839 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,730 shares; 2024Q4: 96,619 shares; 2025Q1: 106,213 shares; 2025Q2: 92,557 shares; 2025Q3: 91,909 shares; 2025Q4: 92,731 shares; 2026Q1: 113,485 shares 113,485 $6.39M 0.13% +20,754 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: 12,559 shares; 2024Q4: 68,744 shares; 2025Q1: 79,636 shares; 2025Q2: 73,020 shares; 2025Q3: 59,420 shares; 2025Q4: 57,766 shares; 2026Q1: 46,864 shares 46,864 $6.37M 0.13% -10,902 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,110 shares; 2024Q4: 29,586 shares; 2025Q1: 28,137 shares; 2025Q2: 29,427 shares; 2025Q3: 28,956 shares; 2025Q4: 31,432 shares; 2026Q1: 25,481 shares 25,481 $6.34M 0.13% -5,951 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: 5,533 shares; 2024Q4: 6,160 shares; 2025Q1: 6,396 shares; 2025Q2: 6,743 shares; 2025Q3: 6,721 shares; 2025Q4: 7,575 shares; 2026Q1: 6,940 shares 6,940 $6.21M 0.13% -635 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,581 shares; 2024Q4: 198,351 shares; 2025Q1: 230,332 shares; 2025Q2: 230,233 shares; 2025Q3: 220,719 shares; 2025Q4: 236,433 shares; 2026Q1: 265,916 shares 265,916 $6.19M 0.13% +29,483 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 17,688 shares; 2025Q1: 21,588 shares; 2025Q2: 68,380 shares; 2025Q3: 78,266 shares; 2025Q4: 80,274 shares; 2026Q1: 132,942 shares 132,942 $6.17M 0.13% +52,668 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 25,849 shares; 2025Q1: 26,123 shares; 2025Q2: 25,717 shares; 2025Q3: 26,026 shares; 2025Q4: 26,056 shares; 2026Q1: 25,970 shares 25,970 $6.14M 0.13% -86 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,575 shares; 2024Q4: 109,696 shares; 2025Q1: 97,884 shares; 2025Q2: 99,050 shares; 2025Q3: 100,840 shares; 2025Q4: 100,245 shares; 2026Q1: 101,409 shares 101,409 $6.13M 0.13% +1,164 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 5,121 shares; 2025Q1: 5,058 shares; 2025Q2: 5,090 shares; 2025Q3: 5,635 shares; 2025Q4: 5,567 shares; 2026Q1: 76,137 shares 76,137 $6.09M 0.13% +70,570 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,329 shares; 2024Q4: 40,160 shares; 2025Q1: 41,031 shares; 2025Q2: 41,916 shares; 2025Q3: 39,630 shares; 2025Q4: 36,514 shares; 2026Q1: 37,651 shares 37,651 $6.09M 0.13% +1,137 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 16,018 shares; 2025Q1: 19,849 shares; 2025Q2: 19,845 shares; 2025Q3: 19,062 shares; 2025Q4: 20,486 shares; 2026Q1: 35,873 shares 35,873 $6.06M 0.13% +15,387 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,189 shares; 2024Q4: 126,214 shares; 2025Q1: 126,214 shares; 2025Q2: 130,496 shares; 2025Q3: 126,334 shares; 2025Q4: 125,484 shares; 2026Q1: 125,779 shares 125,779 $6.03M 0.12% +295 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: 93,661 shares; 2024Q4: 96,183 shares; 2025Q1: 87,434 shares; 2025Q2: 79,878 shares; 2025Q3: 96,845 shares; 2025Q4: 114,008 shares; 2026Q1: 120,742 shares 120,742 $6.02M 0.12% +6,734 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: 21,885 shares; 2024Q4: 21,963 shares; 2025Q1: 22,441 shares; 2025Q2: 20,098 shares; 2025Q3: 20,700 shares; 2025Q4: 50,485 shares; 2026Q1: 63,814 shares 63,814 $6M 0.12% +13,329 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: 69,761 shares; 2024Q4: 45,469 shares; 2025Q1: 52,235 shares; 2025Q2: 49,623 shares; 2025Q3: 31,008 shares; 2025Q4: 64,186 shares; 2026Q1: 65,027 shares 65,027 $5.97M 0.12% +841 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: 15,762 shares; 2024Q4: 18,622 shares; 2025Q1: 17,488 shares; 2025Q2: 18,721 shares; 2025Q3: 20,256 shares; 2025Q4: 56,041 shares; 2026Q1: 57,524 shares 57,524 $5.91M 0.12% +1,483 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: 7,994 shares; 2024Q4: 9,733 shares; 2025Q1: 11,027 shares; 2025Q2: 19,510 shares; 2025Q3: 22,896 shares; 2025Q4: 23,093 shares; 2026Q1: 31,538 shares 31,538 $5.89M 0.12% +8,445 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: 19,305 shares; 2024Q4: 29,963 shares; 2025Q1: 77,145 shares; 2025Q2: 51,592 shares; 2025Q3: 22,193 shares; 2025Q4: 45,748 shares; 2026Q1: 116,396 shares 116,396 $5.86M 0.12% +70,648 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: 1,743 shares; 2024Q4: 1,949 shares; 2025Q1: 4,893 shares; 2025Q2: 4,797 shares; 2025Q3: 4,903 shares; 2025Q4: 22,172 shares; 2026Q1: 54,735 shares 54,735 $5.72M 0.12% +32,563 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 102,991 shares; 2025Q1: 116,248 shares; 2025Q2: 110,448 shares; 2025Q3: 110,823 shares; 2025Q4: 113,204 shares; 2026Q1: 109,620 shares 109,620 $5.71M 0.12% -3,584 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: 712 shares; 2024Q4: 774 shares; 2025Q1: 849 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 786 shares; 2026Q1: 27,508 shares 27,508 $5.66M 0.12% +26,722 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 65,316 shares; 2025Q1: 92,678 shares; 2025Q2: 121,454 shares; 2025Q3: 148,876 shares; 2025Q4: 148,954 shares; 2026Q1: 135,847 shares 135,847 $5.66M 0.12% -13,107 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: 124,417 shares; 2024Q4: 232,105 shares; 2025Q1: 201,339 shares; 2025Q2: 213,545 shares; 2025Q3: 209,968 shares; 2025Q4: 209,872 shares; 2026Q1: 200,397 shares 200,397 $5.63M 0.12% -9,475 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: 5,234 shares; 2024Q4: 5,736 shares; 2025Q1: 5,848 shares; 2025Q2: 4,014 shares; 2025Q3: 8,578 shares; 2025Q4: 21,392 shares; 2026Q1: 22,926 shares 22,926 $5.57M 0.12% +1,534 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 20,411 shares; 2025Q1: 20,979 shares; 2025Q2: 70,139 shares; 2025Q3: 45,565 shares; 2025Q4: 46,459 shares; 2026Q1: 46,967 shares 46,967 $5.56M 0.12% +508 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: 28,711 shares; 2024Q4: 23,545 shares; 2025Q1: 23,131 shares; 2025Q2: 23,662 shares; 2025Q3: 24,931 shares; 2025Q4: 44,936 shares; 2026Q1: 42,158 shares 42,158 $5.52M 0.11% -2,778 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: 88,969 shares; 2024Q4: 178,144 shares; 2025Q1: 181,711 shares; 2025Q2: 187,801 shares; 2025Q3: 194,255 shares; 2025Q4: 194,014 shares; 2026Q1: 189,296 shares 189,296 $5.5M 0.11% -4,718 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: 72,775 shares; 2024Q4: 83,838 shares; 2025Q1: 103,297 shares; 2025Q2: 109,463 shares; 2025Q3: 111,410 shares; 2025Q4: 114,667 shares; 2026Q1: 119,070 shares 119,070 $5.43M 0.11% +4,403 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,294 shares; 2024Q4: 94,020 shares; 2025Q1: 124,394 shares; 2025Q2: 133,846 shares; 2025Q3: 126,691 shares; 2025Q4: 227,513 shares; 2026Q1: 247,605 shares 247,605 $5.42M 0.11% +20,092 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,661 shares; 2024Q4: 35,869 shares; 2025Q1: 50,572 shares; 2025Q2: 57,660 shares; 2025Q3: 57,412 shares; 2025Q4: 63,044 shares; 2026Q1: 68,244 shares 68,244 $5.41M 0.11% +5,200 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: 4,185 shares; 2024Q4: 13,110 shares; 2025Q1: 13,672 shares; 2025Q2: 13,891 shares; 2025Q3: 15,008 shares; 2025Q4: 15,462 shares; 2026Q1: 18,427 shares 18,427 $5.37M 0.11% +2,965 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: 1,322 shares; 2024Q4: 2,407 shares; 2025Q1: 1,838 shares; 2025Q2: 2,655 shares; 2025Q3: 3,652 shares; 2025Q4: 4,635 shares; 2026Q1: 6,200 shares 6,200 $5.37M 0.11% +1,565 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: 7,992 shares; 2024Q4: 4,836 shares; 2025Q1: 10,760 shares; 2025Q2: 9,120 shares; 2025Q3: 6,022 shares; 2025Q4: 9,700 shares; 2026Q1: 17,698 shares 17,698 $5.35M 0.11% +7,998 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,955 shares; 2024Q4: 84,467 shares; 2025Q1: 246,652 shares; 2025Q2: 196,676 shares; 2025Q3: 50,075 shares; 2025Q4: 63,297 shares; 2026Q1: 104,471 shares 104,471 $5.35M 0.11% +41,174 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: 4,160 shares; 2024Q4: 4,835 shares; 2025Q1: 5,116 shares; 2025Q2: 4,522 shares; 2025Q3: 4,515 shares; 2025Q4: 5,725 shares; 2026Q1: 6,084 shares 6,084 $5.31M 0.11% +359 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,468 shares; 2024Q4: 93,197 shares; 2025Q1: 89,026 shares; 2025Q2: 78,197 shares; 2025Q3: 85,009 shares; 2025Q4: 117,319 shares; 2026Q1: 155,330 shares 155,330 $5.25M 0.11% +38,011 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,371 shares; 2024Q4: 120,110 shares; 2025Q1: 147,755 shares; 2025Q2: 167,061 shares; 2025Q3: 145,670 shares; 2025Q4: 136,736 shares; 2026Q1: 118,605 shares 118,605 $5.23M 0.11% -18,131 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: 47,645 shares; 2024Q4: 62,517 shares; 2025Q1: 62,453 shares; 2025Q2: 61,144 shares; 2025Q3: 60,668 shares; 2025Q4: 65,862 shares; 2026Q1: 68,661 shares 68,661 $5.22M 0.11% +2,799 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: 6,928 shares; 2024Q4: 14,022 shares; 2025Q1: 12,039 shares; 2025Q2: 13,265 shares; 2025Q3: 11,472 shares; 2025Q4: 11,846 shares; 2026Q1: 12,243 shares 12,243 $5.22M 0.11% +397 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,834 shares; 2024Q4: 47,137 shares; 2025Q1: 44,893 shares; 2025Q2: 77,443 shares; 2025Q3: 78,686 shares; 2025Q4: 72,233 shares; 2026Q1: 70,081 shares 70,081 $5.21M 0.11% -2,152 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,174 shares; 2025Q1: 5,658 shares; 2025Q2: 3,339 shares; 2025Q3: 3,274 shares; 2025Q4: 3,085 shares; 2026Q1: 11,253 shares 11,253 $5.19M 0.11% +8,168 Timeline XSOE 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: 126,472 shares; 2024Q4: 138,599 shares; 2025Q1: 136,447 shares; 2025Q2: 123,880 shares; 2025Q3: 118,578 shares; 2025Q4: 108,463 shares; 2026Q1: 129,306 shares 129,306 $5.19M 0.11% +20,843 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: 57,418 shares; 2024Q4: 69,740 shares; 2025Q1: 54,275 shares; 2025Q2: 49,789 shares; 2025Q3: 49,948 shares; 2025Q4: 51,347 shares; 2026Q1: 55,019 shares 55,019 $5.11M 0.11% +3,672 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: 40,408 shares; 2024Q4: 48,878 shares; 2025Q1: 40,056 shares; 2025Q2: 40,080 shares; 2025Q3: 55,091 shares; 2025Q4: 58,659 shares; 2026Q1: 62,886 shares 62,886 $5.01M 0.1% +4,227 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: 82,639 shares; 2024Q4: 90,882 shares; 2025Q1: 97,335 shares; 2025Q2: 126,593 shares; 2025Q3: 131,119 shares; 2025Q4: 135,644 shares; 2026Q1: 194,844 shares 194,844 $4.99M 0.1% +59,200 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,952 shares; 2024Q4: 101,176 shares; 2025Q1: 102,441 shares; 2025Q2: 103,236 shares; 2025Q3: 99,861 shares; 2025Q4: 99,368 shares; 2026Q1: 106,515 shares 106,515 $4.91M 0.1% +7,147 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: 8,074 shares; 2024Q4: 7,469 shares; 2025Q1: 3,330 shares; 2025Q2: 3,157 shares; 2025Q3: 3,383 shares; 2025Q4: 9,369 shares; 2026Q1: 8,695 shares 8,695 $4.9M 0.1% -674 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 8,266 shares; 2025Q1: 9,534 shares; 2025Q2: 16,210 shares; 2025Q3: 15,862 shares; 2025Q4: 24,476 shares; 2026Q1: 20,503 shares 20,503 $4.87M 0.1% -3,973 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: 66,272 shares; 2024Q4: 47,900 shares; 2025Q1: 43,157 shares; 2025Q2: 41,262 shares; 2025Q3: 35,973 shares; 2025Q4: 36,007 shares; 2026Q1: 49,756 shares 49,756 $4.87M 0.1% +13,749 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,025 shares; 2024Q4: 271,132 shares; 2025Q1: 277,580 shares; 2025Q2: 260,034 shares; 2025Q3: 262,852 shares; 2025Q4: 274,686 shares; 2026Q1: 327,791 shares 327,791 $4.86M 0.1% +53,105 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: 13,049 shares; 2024Q4: 11,605 shares; 2025Q1: 10,837 shares; 2025Q2: 10,597 shares; 2025Q3: 10,393 shares; 2025Q4: 13,172 shares; 2026Q1: 12,986 shares 12,986 $4.77M 0.1% -186 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,731 shares; 2024Q4: 70,880 shares; 2025Q1: 79,804 shares; 2025Q2: 74,071 shares; 2025Q3: 112,638 shares; 2025Q4: 132,952 shares; 2026Q1: 185,341 shares 185,341 $4.74M 0.1% +52,389 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: 21,517 shares; 2024Q4: 39,427 shares; 2025Q1: 39,760 shares; 2025Q2: 37,984 shares; 2025Q3: 35,558 shares; 2025Q4: 44,733 shares; 2026Q1: 48,874 shares 48,874 $4.71M 0.1% +4,141 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: 1,726 shares; 2024Q4: 86,640 shares; 2025Q1: 105,545 shares; 2025Q2: 111,938 shares; 2025Q3: 108,781 shares; 2025Q4: 108,509 shares; 2026Q1: 107,084 shares 107,084 $4.69M 0.1% -1,425 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,752 shares; 2024Q4: 35,225 shares; 2025Q1: 36,530 shares; 2025Q2: 36,724 shares; 2025Q3: 40,043 shares; 2025Q4: 41,340 shares; 2026Q1: 49,895 shares 49,895 $4.69M 0.1% +8,555 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 55,744 shares; 2025Q1: 46,674 shares; 2025Q2: 52,426 shares; 2025Q3: 50,697 shares; 2025Q4: 55,387 shares; 2026Q1: 62,071 shares 62,071 $4.68M 0.1% +6,684 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: 57,688 shares; 2024Q4: 130,533 shares; 2025Q1: 150,512 shares; 2025Q2: 175,034 shares; 2025Q3: 163,040 shares; 2025Q4: 186,051 shares; 2026Q1: 188,240 shares 188,240 $4.66M 0.1% +2,189 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,741 shares; 2024Q4: 147,342 shares; 2025Q1: 139,373 shares; 2025Q2: 172,752 shares; 2025Q3: 109,520 shares; 2025Q4: 112,633 shares; 2026Q1: 114,792 shares 114,792 $4.65M 0.1% +2,159 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 96,213 shares; 2025Q1: 110,907 shares; 2025Q2: 124,206 shares; 2025Q3: 147,708 shares; 2025Q4: 147,154 shares; 2026Q1: 120,383 shares 120,383 $4.6M 0.1% -26,771 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 585 shares; 2025Q4: 69,694 shares; 2026Q1: 78,779 shares 78,779 $4.59M 0.1% +9,085 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: 10,362 shares; 2024Q4: 35,286 shares; 2025Q1: 42,596 shares; 2025Q2: 43,435 shares; 2025Q3: 42,928 shares; 2025Q4: 57,287 shares; 2026Q1: 52,945 shares 52,945 $4.59M 0.1% -4,342 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 21,735 shares; 2025Q1: 21,804 shares; 2025Q2: 30,219 shares; 2025Q3: 31,889 shares; 2025Q4: 35,333 shares; 2026Q1: 38,963 shares 38,963 $4.57M 0.09% +3,630 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 7,933 shares; 2025Q1: 8,504 shares; 2025Q2: 29,979 shares; 2025Q3: 38,674 shares; 2025Q4: 44,878 shares; 2026Q1: 46,335 shares 46,335 $4.56M 0.09% +1,457 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: 28,939 shares; 2024Q4: 71,014 shares; 2025Q1: 78,445 shares; 2025Q2: 79,461 shares; 2025Q3: 76,924 shares; 2025Q4: 75,078 shares; 2026Q1: 75,657 shares 75,657 $4.45M 0.09% +579 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,083 shares; 2024Q4: 32,582 shares; 2025Q1: 39,611 shares; 2025Q2: 28,846 shares; 2025Q3: 34,221 shares; 2025Q4: 38,575 shares; 2026Q1: 88,083 shares 88,083 $4.41M 0.09% +49,508 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: 136,875 shares; 2024Q4: 136,398 shares; 2025Q1: 68,583 shares; 2025Q2: 73,476 shares; 2025Q3: 81,691 shares; 2025Q4: 76,870 shares; 2026Q1: 77,258 shares 77,258 $4.38M 0.09% +388 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: 5,288 shares; 2024Q4: 36,557 shares; 2025Q1: 45,268 shares; 2025Q2: 55,649 shares; 2025Q3: 54,942 shares; 2025Q4: 96,967 shares; 2026Q1: 95,327 shares 95,327 $4.37M 0.09% -1,640 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,402 shares; 2024Q4: 144,257 shares; 2025Q1: 150,788 shares; 2025Q2: 150,158 shares; 2025Q3: 142,841 shares; 2025Q4: 140,459 shares; 2026Q1: 139,175 shares 139,175 $4.35M 0.09% -1,284 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: 7,667 shares; 2024Q4: 9,444 shares; 2025Q1: 9,638 shares; 2025Q2: 7,843 shares; 2025Q3: 8,274 shares; 2025Q4: 8,223 shares; 2026Q1: 9,186 shares 9,186 $4.35M 0.09% +963 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,956 shares; 2024Q4: 106,272 shares; 2025Q1: 101,398 shares; 2025Q2: 92,622 shares; 2025Q3: 63,108 shares; 2025Q4: 62,151 shares; 2026Q1: 79,088 shares 79,088 $4.34M 0.09% +16,937 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,378 shares; 2025Q1: 3,316 shares; 2025Q2: 48,695 shares; 2025Q3: 58,899 shares; 2025Q4: 74,695 shares; 2026Q1: 80,509 shares 80,509 $4.33M 0.09% +5,814 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,096 shares; 2024Q4: 126,418 shares; 2025Q1: 123,052 shares; 2025Q2: 70,817 shares; 2025Q3: 54,214 shares; 2025Q4: 67,727 shares; 2026Q1: 233,911 shares 233,911 $4.3M 0.09% +166,184 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: 18,449 shares; 2024Q4: 20,730 shares; 2025Q1: 14,642 shares; 2025Q2: 12,128 shares; 2025Q3: 14,468 shares; 2025Q4: 16,189 shares; 2026Q1: 15,146 shares 15,146 $4.3M 0.09% -1,043 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 3,999 shares; 2025Q1: 691 shares; 2025Q2: 706 shares; 2025Q3: 691 shares; 2025Q4: 138,271 shares; 2026Q1: 142,344 shares 142,344 $4.29M 0.09% +4,073 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,091 shares 85,091 $4.28M 0.09% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 13,365 shares; 2025Q1: 48,366 shares; 2025Q2: 20,758 shares; 2025Q3: 19,426 shares; 2025Q4: 18,832 shares; 2026Q1: 17,733 shares 17,733 $4.26M 0.09% -1,099 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: 9,809 shares; 2024Q4: 19,036 shares; 2025Q1: 18,044 shares; 2025Q2: 15,936 shares; 2025Q3: 16,148 shares; 2025Q4: 13,954 shares; 2026Q1: 12,571 shares 12,571 $4.25M 0.09% -1,383 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,611 shares; 2024Q4: 209,899 shares; 2025Q1: 216,764 shares; 2025Q2: 227,324 shares; 2025Q3: 176,642 shares; 2025Q4: 184,730 shares; 2026Q1: 187,219 shares 187,219 $4.17M 0.09% +2,489 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: 1,948 shares; 2024Q4: 12,101 shares; 2025Q1: 15,037 shares; 2025Q2: 15,065 shares; 2025Q3: 15,582 shares; 2025Q4: 15,318 shares; 2026Q1: 14,533 shares 14,533 $4.17M 0.09% -785 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 13,121 shares; 2025Q1: 17,691 shares; 2025Q2: 143,923 shares; 2025Q3: 151,154 shares; 2025Q4: 165,187 shares; 2026Q1: 175,908 shares 175,908 $4.1M 0.09% +10,721 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,783 shares; 2024Q4: 30,554 shares; 2025Q1: 31,187 shares; 2025Q2: 34,168 shares; 2025Q3: 35,846 shares; 2025Q4: 32,170 shares; 2026Q1: 42,764 shares 42,764 $4.1M 0.08% +10,594 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: 12,636 shares; 2024Q4: 12,673 shares; 2025Q1: 12,965 shares; 2025Q2: 13,814 shares; 2025Q3: 13,856 shares; 2025Q4: 12,496 shares; 2026Q1: 14,213 shares 14,213 $4.08M 0.08% +1,717 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 49,311 shares; 2025Q2: 65,992 shares; 2025Q3: 79,268 shares; 2025Q4: 85,313 shares; 2026Q1: 105,462 shares 105,462 $4.07M 0.08% +20,149 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: 49,993 shares; 2024Q4: 57,122 shares; 2025Q1: 55,213 shares; 2025Q2: 58,146 shares; 2025Q3: 60,509 shares; 2025Q4: 59,880 shares; 2026Q1: 57,589 shares 57,589 $4.04M 0.08% -2,291 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,462 shares; 2024Q4: 28,424 shares; 2025Q1: 30,358 shares; 2025Q2: 24,889 shares; 2025Q3: 26,405 shares; 2025Q4: 25,891 shares; 2026Q1: 33,938 shares 33,938 $4.03M 0.08% +8,047 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: 3,027 shares; 2024Q4: 5,362 shares; 2025Q1: 6,960 shares; 2025Q2: 6,195 shares; 2025Q3: 5,700 shares; 2025Q4: 6,033 shares; 2026Q1: 5,898 shares 5,898 $4.02M 0.08% -135 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 14,611 shares; 2025Q1: 27,552 shares; 2025Q2: 50,217 shares; 2025Q3: 58,274 shares; 2025Q4: 62,880 shares; 2026Q1: 86,326 shares 86,326 $4.02M 0.08% +23,446 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 50,773 shares; 2025Q1: 58,989 shares; 2025Q2: 60,941 shares; 2025Q3: 62,658 shares; 2025Q4: 65,337 shares; 2026Q1: 86,448 shares 86,448 $4.01M 0.08% +21,111 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 23,197 shares; 2025Q1: 29,759 shares; 2025Q2: 34,320 shares; 2025Q3: 32,467 shares; 2025Q4: 42,043 shares; 2026Q1: 43,804 shares 43,804 $4.01M 0.08% +1,761 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 19,629 shares; 2025Q1: 25,999 shares; 2025Q2: 25,599 shares; 2025Q3: 16,963 shares; 2025Q4: 18,518 shares; 2026Q1: 11,621 shares 11,621 $3.97M 0.08% -6,897 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: 693 shares; 2024Q4: 639 shares; 2025Q1: 26,726 shares; 2025Q2: 68,699 shares; 2025Q3: 79,149 shares; 2025Q4: 80,664 shares; 2026Q1: 84,592 shares 84,592 $3.96M 0.08% +3,928 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: 29,019 shares; 2024Q4: 51,358 shares; 2025Q1: 52,881 shares; 2025Q2: 4,202 shares; 2025Q3: 9,549 shares; 2025Q4: 10,778 shares; 2026Q1: 10,249 shares 10,249 $3.93M 0.08% -529 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,539 shares; 2024Q4: 352,593 shares; 2025Q1: 91,172 shares; 2025Q2: 91,261 shares; 2025Q3: 91,091 shares; 2025Q4: 91,091 shares; 2026Q1: 91,061 shares 91,061 $3.87M 0.08% -30 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: 11,802 shares; 2024Q4: 15,038 shares; 2025Q1: 14,318 shares; 2025Q2: 24,707 shares; 2025Q3: 31,253 shares; 2025Q4: 32,986 shares; 2026Q1: 36,471 shares 36,471 $3.87M 0.08% +3,485 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,890 shares; 2024Q4: 51,947 shares; 2025Q1: 40,336 shares; 2025Q2: 38,692 shares; 2025Q3: 40,708 shares; 2025Q4: 42,400 shares; 2026Q1: 41,744 shares 41,744 $3.86M 0.08% -656 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: 40,867 shares; 2024Q4: 40,074 shares; 2025Q1: 41,301 shares; 2025Q2: 40,679 shares; 2025Q3: 41,741 shares; 2025Q4: 39,532 shares; 2026Q1: 41,368 shares 41,368 $3.83M 0.08% +1,836 Timeline SDOG 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: 500 shares; 2025Q3: 11,177 shares; 2025Q4: 62,745 shares; 2026Q1: 58,789 shares 58,789 $3.82M 0.08% -3,956 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: 1,653 shares; 2024Q4: 4,784 shares; 2025Q1: 28,759 shares; 2025Q2: 35,086 shares; 2025Q3: 34,965 shares; 2025Q4: 33,960 shares; 2026Q1: 33,996 shares 33,996 $3.82M 0.08% +36 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 965 shares; 2025Q1: 946 shares; 2025Q2: 1,089 shares; 2025Q3: 917 shares; 2025Q4: 1,784 shares; 2026Q1: 6,487 shares 6,487 $3.82M 0.08% +4,703 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 2,124 shares; 2025Q2: 2,318 shares; 2025Q3: 2,226 shares; 2025Q4: 2,089 shares; 2026Q1: 3,964 shares 3,964 $3.81M 0.08% +1,875 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,641 shares; 2024Q4: 64,788 shares; 2025Q1: 67,874 shares; 2025Q2: 75,896 shares; 2025Q3: 85,833 shares; 2025Q4: 87,304 shares; 2026Q1: 96,235 shares 96,235 $3.8M 0.08% +8,931 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 32,102 shares; 2025Q1: 35,380 shares; 2025Q2: 34,840 shares; 2025Q3: 34,215 shares; 2025Q4: 34,250 shares; 2026Q1: 34,208 shares 34,208 $3.78M 0.08% -42 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 6,979 shares; 2025Q1: 7,317 shares; 2025Q2: 6,334 shares; 2025Q3: 7,822 shares; 2025Q4: 8,210 shares; 2026Q1: 10,526 shares 10,526 $3.76M 0.08% +2,316 Timeline PHO 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: 3,392 shares; 2024Q4: 35,447 shares; 2025Q1: 44,281 shares; 2025Q2: 45,831 shares; 2025Q3: 42,002 shares; 2025Q4: 41,890 shares; 2026Q1: 56,090 shares 56,090 $3.75M 0.08% +14,200 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: 7,786 shares; 2024Q4: 7,713 shares; 2025Q1: 7,641 shares; 2025Q2: 7,500 shares; 2025Q3: 7,682 shares; 2025Q4: 8,521 shares; 2026Q1: 11,685 shares 11,685 $3.75M 0.08% +3,164 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: 16,042 shares; 2024Q4: 17,425 shares; 2025Q1: 18,539 shares; 2025Q2: 7,986 shares; 2025Q3: 10,542 shares; 2025Q4: 11,898 shares; 2026Q1: 17,148 shares 17,148 $3.73M 0.08% +5,250 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 11,311 shares; 2025Q1: 6,598 shares; 2025Q2: 36,415 shares; 2025Q3: 46,060 shares; 2025Q4: 47,670 shares; 2026Q1: 49,198 shares 49,198 $3.7M 0.08% +1,528 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: 161,565 shares; 2024Q4: 168,295 shares; 2025Q1: 164,714 shares; 2025Q2: 56,551 shares; 2025Q3: 51,559 shares; 2025Q4: 87,903 shares; 2026Q1: 69,651 shares 69,651 $3.67M 0.08% -18,252 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 45,551 shares; 2025Q1: 63,976 shares; 2025Q2: 109,511 shares; 2025Q3: 109,561 shares; 2025Q4: 95,386 shares; 2026Q1: 81,267 shares 81,267 $3.66M 0.08% -14,119 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: 29,904 shares; 2024Q4: 32,727 shares; 2025Q1: 39,624 shares; 2025Q2: 47,563 shares; 2025Q3: 48,920 shares; 2025Q4: 61,844 shares; 2026Q1: 55,242 shares 55,242 $3.65M 0.08% -6,602 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: 12,234 shares; 2024Q4: 14,360 shares; 2025Q1: 14,941 shares; 2025Q2: 15,002 shares; 2025Q3: 15,107 shares; 2025Q4: 19,700 shares; 2026Q1: 15,005 shares 15,005 $3.64M 0.08% -4,695 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: 3,957 shares; 2024Q4: 4,513 shares; 2025Q1: 10,289 shares; 2025Q2: 44,077 shares; 2025Q3: 45,711 shares; 2025Q4: 45,706 shares; 2026Q1: 46,243 shares 46,243 $3.63M 0.08% +537 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: 14,070 shares; 2024Q4: 16,297 shares; 2025Q1: 16,571 shares; 2025Q2: 23,739 shares; 2025Q3: 24,454 shares; 2025Q4: 15,877 shares; 2026Q1: 16,017 shares 16,017 $3.62M 0.08% +140 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: 30,137 shares; 2025Q1: 44,821 shares; 2025Q2: 29,436 shares; 2025Q3: 15,654 shares; 2025Q4: 17,015 shares; 2026Q1: 16,858 shares 16,858 $3.6M 0.07% -157 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: 3,801 shares; 2024Q4: 12,318 shares; 2025Q1: 15,513 shares; 2025Q2: 20,443 shares; 2025Q3: 34,227 shares; 2025Q4: 103,973 shares; 2026Q1: 93,534 shares 93,534 $3.59M 0.07% -10,439 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: 7,180 shares; 2024Q4: 7,218 shares; 2025Q1: 19,128 shares; 2025Q2: 7,749 shares; 2025Q3: 8,293 shares; 2025Q4: 9,681 shares; 2026Q1: 19,719 shares 19,719 $3.59M 0.07% +10,038 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: 2,432 shares; 2024Q4: 2,915 shares; 2025Q1: 1,665 shares; 2025Q2: 1,669 shares; 2025Q3: 2,082 shares; 2025Q4: 2,089 shares; 2026Q1: 2,713 shares 2,713 $3.58M 0.07% +624 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: 24,440 shares; 2024Q4: 27,181 shares; 2025Q1: 29,164 shares; 2025Q2: 30,997 shares; 2025Q3: 30,373 shares; 2025Q4: 28,036 shares; 2026Q1: 29,693 shares 29,693 $3.57M 0.07% +1,657 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,679 shares; 2024Q4: 18,657 shares; 2025Q1: 19,649 shares; 2025Q2: 19,214 shares; 2025Q3: 20,181 shares; 2025Q4: 23,171 shares; 2026Q1: 22,984 shares 22,984 $3.57M 0.07% -187 Timeline JPEF 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: 79,655 shares; 2024Q4: 81,932 shares; 2025Q1: 88,142 shares; 2025Q2: 70,280 shares; 2025Q3: 49,752 shares; 2025Q4: 49,871 shares; 2026Q1: 49,576 shares 49,576 $3.56M 0.07% -295 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: 16,528 shares; 2024Q4: 52,922 shares; 2025Q1: 62,728 shares; 2025Q2: 88,433 shares; 2025Q3: 94,667 shares; 2025Q4: 120,957 shares; 2026Q1: 127,507 shares 127,507 $3.55M 0.07% +6,550 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 172,180 shares; 2025Q1: 225,672 shares; 2025Q2: 224,426 shares; 2025Q3: 207,345 shares; 2025Q4: 202,895 shares; 2026Q1: 193,795 shares 193,795 $3.54M 0.07% -9,100 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,828 shares; 2026Q1: 94,801 shares 94,801 $3.53M 0.07% -27 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 11,001 shares; 2025Q1: 9,885 shares; 2025Q2: 10,066 shares; 2025Q3: 10,240 shares; 2025Q4: 13,599 shares; 2026Q1: 13,145 shares 13,145 $3.51M 0.07% -454 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: 4,279 shares; 2024Q4: 5,091 shares; 2025Q1: 12,214 shares; 2025Q2: 6,480 shares; 2025Q3: 8,381 shares; 2025Q4: 9,091 shares; 2026Q1: 12,325 shares 12,325 $3.5M 0.07% +3,234 Timeline FTGS 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: 38,783 shares; 2024Q4: 112,659 shares; 2025Q1: 129,086 shares; 2025Q2: 117,509 shares; 2025Q3: 98,311 shares; 2025Q4: 90,897 shares; 2026Q1: 102,216 shares 102,216 $3.48M 0.07% +11,319 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: 6,138 shares; 2024Q4: 7,975 shares; 2025Q1: 10,234 shares; 2025Q2: 52,299 shares; 2025Q3: 51,338 shares; 2025Q4: 56,550 shares; 2026Q1: 56,753 shares 56,753 $3.47M 0.07% +203 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,690 shares; 2024Q4: 52,782 shares; 2025Q1: 48,197 shares; 2025Q2: 40,549 shares; 2025Q3: 38,680 shares; 2025Q4: 65,136 shares; 2026Q1: 71,831 shares 71,831 $3.47M 0.07% +6,695 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 102,703 shares; 2025Q1: 135,790 shares; 2025Q2: 158,670 shares; 2025Q3: 210,372 shares; 2025Q4: 221,472 shares; 2026Q1: 220,758 shares 220,758 $3.47M 0.07% -714 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,422 shares; 2026Q1: 60,912 shares 60,912 $3.47M 0.07% +8,490 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,207 shares; 2024Q4: 59,832 shares; 2025Q1: 76,325 shares; 2025Q2: 64,807 shares; 2025Q3: 73,603 shares; 2025Q4: 77,601 shares; 2026Q1: 42,360 shares 42,360 $3.46M 0.07% -35,241 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: 8,304 shares; 2024Q4: 8,585 shares; 2025Q1: 8,190 shares; 2025Q2: 7,914 shares; 2025Q3: 8,515 shares; 2025Q4: 8,703 shares; 2026Q1: 9,661 shares 9,661 $3.44M 0.07% +958 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: 25,107 shares; 2024Q4: 15,296 shares; 2025Q1: 20,461 shares; 2025Q2: 16,188 shares; 2025Q3: 6,928 shares; 2025Q4: 6,704 shares; 2026Q1: 7,396 shares 7,396 $3.43M 0.07% +692 Timeline FDG 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: 9,710 shares; 2024Q4: 10,276 shares; 2025Q1: 15,314 shares; 2025Q2: 19,686 shares; 2025Q3: 20,096 shares; 2025Q4: 29,806 shares; 2026Q1: 29,742 shares 29,742 $3.39M 0.07% -64 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,703 shares 104,703 $3.37M 0.07% new 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: 73,445 shares; 2024Q4: 76,093 shares; 2025Q1: 70,144 shares; 2025Q2: 28,300 shares; 2025Q3: 26,567 shares; 2025Q4: 49,556 shares; 2026Q1: 54,929 shares 54,929 $3.36M 0.07% +5,373 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,888 shares; 2025Q2: 12,888 shares; 2025Q3: 12,846 shares; 2025Q4: 17,329 shares; 2026Q1: 171,027 shares 171,027 $3.35M 0.07% +153,698 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 4,312 shares; 2025Q1: 12,994 shares; 2025Q2: 50,929 shares; 2025Q3: 63,136 shares; 2025Q4: 66,852 shares; 2026Q1: 63,001 shares 63,001 $3.33M 0.07% -3,851 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 61,883 shares; 2025Q1: 68,357 shares; 2025Q2: 77,438 shares; 2025Q3: 123,327 shares; 2025Q4: 110,374 shares; 2026Q1: 152,918 shares 152,918 $3.32M 0.07% +42,544 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: 49,212 shares; 2024Q4: 52,535 shares; 2025Q1: 17,993 shares; 2025Q2: 14,337 shares; 2025Q3: 11,892 shares; 2025Q4: 27,902 shares; 2026Q1: 29,230 shares 29,230 $3.31M 0.07% +1,328 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: 13,124 shares; 2024Q4: 14,020 shares; 2025Q1: 12,624 shares; 2025Q2: 12,206 shares; 2025Q3: 12,324 shares; 2025Q4: 37,114 shares; 2026Q1: 34,285 shares 34,285 $3.31M 0.07% -2,829 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 45,749 shares; 2025Q1: 42,515 shares; 2025Q2: 41,417 shares; 2025Q3: 39,901 shares; 2025Q4: 42,138 shares; 2026Q1: 37,997 shares 37,997 $3.3M 0.07% -4,141 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,174 shares; 2024Q4: 43,456 shares; 2025Q1: 43,780 shares; 2025Q2: 55,806 shares; 2025Q3: 56,904 shares; 2025Q4: 58,339 shares; 2026Q1: 64,424 shares 64,424 $3.28M 0.07% +6,085 Timeline TLTW ISHARES 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: 3,800 shares; 2025Q4: 5,761 shares; 2026Q1: 144,778 shares 144,778 $3.27M 0.07% +139,017 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: 21,355 shares; 2024Q4: 30,095 shares; 2025Q1: 31,612 shares; 2025Q2: 37,362 shares; 2025Q3: 31,874 shares; 2025Q4: 36,636 shares; 2026Q1: 38,360 shares 38,360 $3.24M 0.07% +1,724 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,955 shares; 2024Q4: 44,755 shares; 2025Q1: 47,344 shares; 2025Q2: 49,288 shares; 2025Q3: 49,809 shares; 2025Q4: 39,719 shares; 2026Q1: 108,174 shares 108,174 $3.24M 0.07% +68,455 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 7,081 shares; 2025Q1: 102,717 shares; 2025Q2: 119,937 shares; 2025Q3: 110,169 shares; 2025Q4: 127,452 shares; 2026Q1: 144,430 shares 144,430 $3.23M 0.07% +16,978 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,456 shares; 2024Q4: 15,456 shares; 2025Q1: 17,964 shares; 2025Q2: 21,182 shares; 2025Q3: 21,834 shares; 2025Q4: 14,791 shares; 2026Q1: 15,876 shares 15,876 $3.23M 0.07% +1,085 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: 8,761 shares; 2024Q4: 7,723 shares; 2025Q1: 9,193 shares; 2025Q2: 8,301 shares; 2025Q3: 10,088 shares; 2025Q4: 10,692 shares; 2026Q1: 19,577 shares 19,577 $3.22M 0.07% +8,885 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,340 shares; 2025Q1: 1,540 shares; 2025Q2: 30,649 shares; 2025Q3: 36,143 shares; 2025Q4: 47,086 shares; 2026Q1: 34,546 shares 34,546 $3.19M 0.07% -12,540 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: 31,556 shares; 2024Q4: 27,593 shares; 2025Q1: 26,500 shares; 2025Q2: 31,394 shares; 2025Q3: 31,416 shares; 2025Q4: 49,476 shares; 2026Q1: 52,276 shares 52,276 $3.17M 0.07% +2,800 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: 2,657 shares; 2024Q4: 27,243 shares; 2025Q1: 33,711 shares; 2025Q2: 33,948 shares; 2025Q3: 35,073 shares; 2025Q4: 34,133 shares; 2026Q1: 44,426 shares 44,426 $3.17M 0.07% +10,293 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,838 shares; 2025Q1: 2,270 shares; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 11,039 shares; 2026Q1: 9,838 shares 9,838 $3.17M 0.07% -1,201 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 24,768 shares; 2025Q1: 20,860 shares; 2025Q2: 21,162 shares; 2025Q3: 20,978 shares; 2025Q4: 19,231 shares; 2026Q1: 20,375 shares 20,375 $3.14M 0.07% +1,144 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,415 shares; 2025Q1: 24,834 shares; 2025Q2: 31,419 shares; 2025Q3: 30,700 shares; 2025Q4: 30,294 shares; 2026Q1: 30,501 shares 30,501 $3.1M 0.06% +207 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: 36,700 shares; 2024Q4: 39,328 shares; 2025Q1: 26,986 shares; 2025Q2: 34,089 shares; 2025Q3: 39,826 shares; 2025Q4: 44,392 shares; 2026Q1: 55,788 shares 55,788 $3.1M 0.06% +11,396 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: 63,142 shares; 2024Q4: 66,538 shares; 2025Q1: 42,812 shares; 2025Q2: 31,741 shares; 2025Q3: 29,747 shares; 2025Q4: 31,127 shares; 2026Q1: 33,389 shares 33,389 $3.1M 0.06% +2,262 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 7,737 shares; 2025Q1: 11,866 shares; 2025Q2: 11,962 shares; 2025Q3: 11,565 shares; 2025Q4: 12,257 shares; 2026Q1: 14,264 shares 14,264 $3.08M 0.06% +2,007 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 20 shares; 2025Q4: 1,960 shares; 2026Q1: 60,507 shares 60,507 $3.07M 0.06% +58,547 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: 3,100 shares; 2024Q4: 3,183 shares; 2025Q1: 3,207 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares; 2025Q4: 5,501 shares; 2026Q1: 6,164 shares 6,164 $3.06M 0.06% +663 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 3,891 shares; 2025Q1: 17,050 shares; 2025Q2: 24,397 shares; 2025Q3: 23,748 shares; 2025Q4: 22,960 shares; 2026Q1: 24,110 shares 24,110 $3.05M 0.06% +1,150 Timeline FMF 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: 35,878 shares; 2024Q4: 45,315 shares; 2025Q1: 45,762 shares; 2025Q2: 46,179 shares; 2025Q3: 46,762 shares; 2025Q4: 51,529 shares; 2026Q1: 60,076 shares 60,076 $3.04M 0.06% +8,547 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: 49,799 shares; 2024Q4: 50,027 shares; 2025Q1: 47,392 shares; 2025Q2: 45,012 shares; 2025Q3: 30,138 shares; 2025Q4: 35,900 shares; 2026Q1: 33,802 shares 33,802 $3.03M 0.06% -2,098 Timeline SDSI 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: 10,909 shares; 2024Q4: 15,342 shares; 2025Q1: 22,791 shares; 2025Q2: 21,908 shares; 2025Q3: 28,202 shares; 2025Q4: 43,951 shares; 2026Q1: 58,933 shares 58,933 $3.02M 0.06% +14,982 Timeline SLQD ISHARES 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: 17,797 shares; 2025Q2: 48,600 shares; 2025Q3: 54,174 shares; 2025Q4: 55,107 shares; 2026Q1: 59,654 shares 59,654 $3.01M 0.06% +4,547 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: 2,710 shares; 2024Q4: 6,857 shares; 2025Q1: 7,581 shares; 2025Q2: 7,337 shares; 2025Q3: 7,302 shares; 2025Q4: 7,202 shares; 2026Q1: 8,763 shares 8,763 $3.01M 0.06% +1,561 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,146 shares; 2025Q2: 123,550 shares; 2025Q3: 120,462 shares; 2025Q4: 115,169 shares; 2026Q1: 113,406 shares 113,406 $2.98M 0.06% -1,763 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,286 shares; 2024Q4: 103,611 shares; 2025Q1: 122,123 shares; 2025Q2: 48,275 shares; 2025Q3: 73,622 shares; 2025Q4: 73,133 shares; 2026Q1: 76,197 shares 76,197 $2.97M 0.06% +3,064 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 185,204 shares; 2025Q2: 193,204 shares; 2025Q3: 216,404 shares; 2025Q4: 191,204 shares; 2026Q1: 200,068 shares 200,068 $2.94M 0.06% +8,864 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 26,377 shares; 2025Q1: 34,009 shares; 2025Q2: 35,533 shares; 2025Q3: 43,259 shares; 2025Q4: 38,501 shares; 2026Q1: 35,199 shares 35,199 $2.94M 0.06% -3,302 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,762 shares; 2024Q4: 29,993 shares; 2025Q1: 38,336 shares; 2025Q2: 48,677 shares; 2025Q3: 42,919 shares; 2025Q4: 122,486 shares; 2026Q1: 139,773 shares 139,773 $2.93M 0.06% +17,287 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares; 2026Q1: 71,494 shares 71,494 $2.91M 0.06% +69,032 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: 494 shares; 2024Q4: 589 shares; 2025Q1: 9,630 shares; 2025Q2: 10,193 shares; 2025Q3: 10,404 shares; 2025Q4: 10,569 shares; 2026Q1: 16,116 shares 16,116 $2.9M 0.06% +5,547 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,954 shares; 2025Q3: 80,226 shares; 2025Q4: 93,230 shares; 2026Q1: 88,104 shares 88,104 $2.9M 0.06% -5,126 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 51,080 shares; 2025Q3: 66,729 shares; 2025Q4: 72,091 shares; 2026Q1: 79,630 shares 79,630 $2.88M 0.06% +7,539 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 24,222 shares; 2026Q1: 56,886 shares 56,886 $2.87M 0.06% +32,664 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,244 shares; 2024Q4: 83,628 shares; 2025Q1: 81,662 shares; 2025Q2: 67,757 shares; 2025Q3: 62,502 shares; 2025Q4: 62,573 shares; 2026Q1: 92,512 shares 92,512 $2.87M 0.06% +29,939 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,111 shares; 2025Q1: 603 shares; 2025Q2: 1,630 shares; 2025Q3: 1,636 shares; 2025Q4: 1,366 shares; 2026Q1: 16,730 shares 16,730 $2.85M 0.06% +15,364 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,576 shares; 2024Q4: 35,239 shares; 2025Q1: 39,219 shares; 2025Q2: 39,589 shares; 2025Q3: 41,007 shares; 2025Q4: 44,435 shares; 2026Q1: 59,211 shares 59,211 $2.85M 0.06% +14,776 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: 51,055 shares; 2024Q4: 52,395 shares; 2025Q1: 60,626 shares; 2025Q2: 63,887 shares; 2025Q3: 56,800 shares; 2025Q4: 58,618 shares; 2026Q1: 48,079 shares 48,079 $2.85M 0.06% -10,539 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,176 shares; 2024Q4: 52,699 shares; 2025Q1: 53,339 shares; 2025Q2: 52,252 shares; 2025Q3: 44,386 shares; 2025Q4: 65,260 shares; 2026Q1: 65,180 shares 65,180 $2.81M 0.06% -80 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 31,020 shares; 2025Q1: 56,586 shares; 2025Q2: 53,814 shares; 2025Q3: 96,841 shares; 2025Q4: 108,068 shares; 2026Q1: 112,146 shares 112,146 $2.81M 0.06% +4,078 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,066 shares; 2024Q4: 63,167 shares; 2025Q1: 33,230 shares; 2025Q2: 51,274 shares; 2025Q3: 66,010 shares; 2025Q4: 59,781 shares; 2026Q1: 57,482 shares 57,482 $2.8M 0.06% -2,299 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: 318 shares; 2024Q4: 349 shares; 2025Q1: 329 shares; 2025Q2: 364 shares; 2025Q3: 382 shares; 2025Q4: 512 shares; 2026Q1: 1,617 shares 1,617 $2.8M 0.06% +1,105 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,186 shares; 2024Q4: 62,387 shares; 2025Q1: 55,554 shares; 2025Q2: 40,117 shares; 2025Q3: 33,579 shares; 2025Q4: 32,866 shares; 2026Q1: 46,386 shares 46,386 $2.79M 0.06% +13,520 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,968 shares; 2024Q4: 43,723 shares; 2025Q1: 44,708 shares; 2025Q2: 46,989 shares; 2025Q3: 47,258 shares; 2025Q4: 45,204 shares; 2026Q1: 45,267 shares 45,267 $2.78M 0.06% +63 Timeline FSMB 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: 97,154 shares; 2024Q4: 103,464 shares; 2025Q1: 95,909 shares; 2025Q2: 102,208 shares; 2025Q3: 105,361 shares; 2025Q4: 114,601 shares; 2026Q1: 137,246 shares 137,246 $2.74M 0.06% +22,645 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,064 shares; 2024Q4: 82,165 shares; 2025Q1: 95,544 shares; 2025Q2: 102,545 shares; 2025Q3: 113,262 shares; 2025Q4: 122,139 shares; 2026Q1: 131,685 shares 131,685 $2.73M 0.06% +9,546 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 52 shares; 2025Q3: 10,947 shares; 2025Q4: 5,853 shares; 2026Q1: 12,871 shares 12,871 $2.72M 0.06% +7,018 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: 39,744 shares; 2024Q4: 55,002 shares; 2025Q1: 54,331 shares; 2025Q2: 51,913 shares; 2025Q3: 46,334 shares; 2025Q4: 48,181 shares; 2026Q1: 41,508 shares 41,508 $2.7M 0.06% -6,673 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,403 shares; 2025Q1: 2,710 shares; 2025Q2: 11,142 shares; 2025Q3: 11,599 shares; 2025Q4: 17,784 shares; 2026Q1: 14,707 shares 14,707 $2.68M 0.06% -3,077 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,403 shares; 2025Q1: 4,364 shares; 2025Q2: 3,693 shares; 2025Q3: 6,310 shares; 2025Q4: 7,962 shares; 2026Q1: 9,559 shares 9,559 $2.67M 0.06% +1,597 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 6,102 shares; 2025Q1: 6,911 shares; 2025Q2: 7,394 shares; 2025Q3: 8,119 shares; 2025Q4: 11,980 shares; 2026Q1: 7,573 shares 7,573 $2.66M 0.06% -4,407 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 2,534 shares; 2025Q1: 15,940 shares; 2025Q2: 31,629 shares; 2025Q3: 32,624 shares; 2025Q4: 39,719 shares; 2026Q1: 55,266 shares 55,266 $2.65M 0.06% +15,547 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,468 shares; 2024Q4: 82,768 shares; 2025Q1: 77,468 shares; 2025Q2: 74,343 shares; 2025Q3: 70,823 shares; 2025Q4: 78,675 shares; 2026Q1: 66,434 shares 66,434 $2.65M 0.06% -12,241 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 57,773 shares; 2025Q1: 61,671 shares; 2025Q2: 66,874 shares; 2025Q3: 68,748 shares; 2025Q4: 73,558 shares; 2026Q1: 81,726 shares 81,726 $2.65M 0.05% +8,168 Timeline VPU 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: 609 shares; 2024Q4: 914 shares; 2025Q1: 8,814 shares; 2025Q2: 9,617 shares; 2025Q3: 4,926 shares; 2025Q4: 5,463 shares; 2026Q1: 13,348 shares 13,348 $2.64M 0.05% +7,885 Timeline PEY 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: 108,715 shares; 2024Q4: 108,018 shares; 2025Q1: 110,130 shares; 2025Q2: 109,945 shares; 2025Q3: 109,288 shares; 2025Q4: 125,244 shares; 2026Q1: 122,991 shares 122,991 $2.63M 0.05% -2,253 Timeline FBT 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: 3,040 shares; 2024Q4: 10,244 shares; 2025Q1: 10,438 shares; 2025Q2: 10,288 shares; 2025Q3: 10,625 shares; 2025Q4: 12,199 shares; 2026Q1: 13,090 shares 13,090 $2.63M 0.05% +891 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: 8,182 shares; 2024Q4: 9,542 shares; 2025Q1: 10,349 shares; 2025Q2: 9,828 shares; 2025Q3: 10,434 shares; 2025Q4: 10,662 shares; 2026Q1: 11,378 shares 11,378 $2.61M 0.05% +716 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: 92,005 shares; 2024Q4: 105,003 shares; 2025Q1: 95,068 shares; 2025Q2: 36,058 shares; 2025Q3: 38,293 shares; 2025Q4: 69,655 shares; 2026Q1: 69,052 shares 69,052 $2.61M 0.05% -603 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 3,176 shares; 2025Q4: 3,450 shares; 2026Q1: 33,613 shares 33,613 $2.61M 0.05% +30,163 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,961 shares; 2025Q1: 10,171 shares; 2025Q2: 9,812 shares; 2025Q3: 9,586 shares; 2025Q4: 9,915 shares; 2026Q1: 11,131 shares 11,131 $2.6M 0.05% +1,216 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: 6,330 shares; 2024Q4: 7,508 shares; 2025Q1: 5,913 shares; 2025Q2: 5,582 shares; 2025Q3: 5,332 shares; 2025Q4: 5,333 shares; 2026Q1: 5,291 shares 5,291 $2.6M 0.05% -42 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: 7,516 shares; 2024Q4: 19,177 shares; 2025Q1: 15,206 shares; 2025Q2: 17,682 shares; 2025Q3: 11,335 shares; 2025Q4: 11,558 shares; 2026Q1: 12,160 shares 12,160 $2.6M 0.05% +602 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: 7,639 shares; 2024Q4: 8,735 shares; 2025Q1: 9,643 shares; 2025Q2: 27,419 shares; 2025Q3: 27,322 shares; 2025Q4: 33,541 shares; 2026Q1: 37,940 shares 37,940 $2.59M 0.05% +4,399 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: 3,666 shares; 2024Q4: 3,880 shares; 2025Q1: 2,506 shares; 2025Q2: 2,371 shares; 2025Q3: 1,216 shares; 2025Q4: 1,267 shares; 2026Q1: 1,733 shares 1,733 $2.55M 0.05% +466 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: 15,342 shares; 2024Q4: 12,187 shares; 2025Q1: 10,881 shares; 2025Q2: 12,689 shares; 2025Q3: 12,838 shares; 2025Q4: 22,553 shares; 2026Q1: 22,899 shares 22,899 $2.55M 0.05% +346 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,617 shares 50,617 $2.52M 0.05% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,345 shares; 2024Q4: 21,386 shares; 2025Q1: 23,720 shares; 2025Q2: 35,726 shares; 2025Q3: 57,489 shares; 2025Q4: 58,224 shares; 2026Q1: 59,622 shares 59,622 $2.52M 0.05% +1,398 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: 13,014 shares; 2024Q4: 12,776 shares; 2025Q1: 19,515 shares; 2025Q2: 8,549 shares; 2025Q3: 11,576 shares; 2025Q4: 11,782 shares; 2026Q1: 12,703 shares 12,703 $2.47M 0.05% +921 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: 2,063 shares; 2024Q4: 3,128 shares; 2025Q1: 8,337 shares; 2025Q2: 3,635 shares; 2025Q3: 3,997 shares; 2025Q4: 7,244 shares; 2026Q1: 7,130 shares 7,130 $2.46M 0.05% -114 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,258 shares; 2025Q1: 2,078 shares; 2025Q2: 6,663 shares; 2025Q3: 8,083 shares; 2025Q4: 8,242 shares; 2026Q1: 26,622 shares 26,622 $2.46M 0.05% +18,380 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: 11,117 shares; 2024Q4: 10,638 shares; 2025Q1: 20,160 shares; 2025Q2: 34,963 shares; 2025Q3: 40,658 shares; 2025Q4: 44,639 shares; 2026Q1: 51,962 shares 51,962 $2.45M 0.05% +7,323 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 15,523 shares; 2025Q1: 13,442 shares; 2025Q2: 12,248 shares; 2025Q3: 12,278 shares; 2025Q4: 16,264 shares; 2026Q1: 12,472 shares 12,472 $2.44M 0.05% -3,792 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 75,214 shares; 2026Q1: 82,241 shares 82,241 $2.44M 0.05% +7,027 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,331 shares; 2024Q4: 45,129 shares; 2025Q1: 47,191 shares; 2025Q2: 47,491 shares; 2025Q3: 46,285 shares; 2025Q4: 49,993 shares; 2026Q1: 41,751 shares 41,751 $2.42M 0.05% -8,242 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: 3,394 shares; 2024Q4: 3,492 shares; 2025Q1: 24,742 shares; 2025Q2: 30,730 shares; 2025Q3: 34,155 shares; 2025Q4: 37,817 shares; 2026Q1: 25,903 shares 25,903 $2.4M 0.05% -11,914 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,002 shares; 2024Q4: 42,027 shares; 2025Q1: 41,097 shares; 2025Q2: 44,051 shares; 2025Q3: 43,966 shares; 2025Q4: 44,111 shares; 2026Q1: 46,910 shares 46,910 $2.38M 0.05% +2,799 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,751 shares; 2024Q4: 22,466 shares; 2025Q1: 23,606 shares; 2025Q2: 35,951 shares; 2025Q3: 49,564 shares; 2025Q4: 51,863 shares; 2026Q1: 55,929 shares 55,929 $2.38M 0.05% +4,066 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: 38,127 shares; 2024Q4: 47,264 shares; 2025Q1: 44,322 shares; 2025Q2: 26,541 shares; 2025Q3: 28,309 shares; 2025Q4: 28,429 shares; 2026Q1: 29,531 shares 29,531 $2.38M 0.05% +1,102 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,267 shares; 2025Q3: 1,831 shares; 2025Q4: 2,561 shares; 2026Q1: 60,965 shares 60,965 $2.38M 0.05% +58,404 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: 13,041 shares; 2024Q4: 12,868 shares; 2025Q1: 13,047 shares; 2025Q2: 21,369 shares; 2025Q3: 15,971 shares; 2025Q4: 14,246 shares; 2026Q1: 9,928 shares 9,928 $2.35M 0.05% -4,318 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 395 shares; 2025Q1: 444 shares; 2025Q2: 718 shares; 2025Q3: 5,714 shares; 2025Q4: 11,732 shares; 2026Q1: 9,154 shares 9,154 $2.33M 0.05% -2,578 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 1,767 shares; 2025Q1: 3,631 shares; 2025Q2: 3,784 shares; 2025Q3: 15,236 shares; 2025Q4: 32,339 shares; 2026Q1: 31,783 shares 31,783 $2.33M 0.05% -556 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 23,902 shares; 2025Q1: 29,306 shares; 2025Q2: 26,764 shares; 2025Q3: 29,272 shares; 2025Q4: 26,637 shares; 2026Q1: 101,061 shares 101,061 $2.32M 0.05% +74,424 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE 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: 998 shares; 2025Q4: 84,037 shares; 2026Q1: 85,758 shares 85,758 $2.31M 0.05% +1,721 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,570 shares; 2025Q2: 18,444 shares; 2025Q3: 37,420 shares; 2025Q4: 41,696 shares; 2026Q1: 30,498 shares 30,498 $2.31M 0.05% -11,198 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 1,193 shares; 2025Q1: 7,431 shares; 2025Q2: 8,245 shares; 2025Q3: 9,517 shares; 2025Q4: 9,160 shares; 2026Q1: 9,675 shares 9,675 $2.3M 0.05% +515 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: 4,714 shares; 2024Q4: 4,869 shares; 2025Q1: 9,572 shares; 2025Q2: 11,554 shares; 2025Q3: 11,772 shares; 2025Q4: 11,111 shares; 2026Q1: 15,242 shares 15,242 $2.3M 0.05% +4,131 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 2,493 shares; 2025Q2: 8,999 shares; 2025Q3: 12,004 shares; 2025Q4: 23,130 shares; 2026Q1: 32,279 shares 32,279 $2.29M 0.05% +9,149 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,777 shares; 2025Q1: 32,097 shares; 2025Q2: 99,993 shares; 2025Q3: 54,396 shares; 2025Q4: 56,952 shares; 2026Q1: 104,316 shares 104,316 $2.27M 0.05% +47,364 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: 10,756 shares; 2024Q4: 10,920 shares; 2025Q1: 11,186 shares; 2025Q2: 11,615 shares; 2025Q3: 12,030 shares; 2025Q4: 11,226 shares; 2026Q1: 11,439 shares 11,439 $2.27M 0.05% +213 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: 11,278 shares; 2024Q4: 13,898 shares; 2025Q1: 13,898 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares; 2025Q4: 27,371 shares; 2026Q1: 26,643 shares 26,643 $2.26M 0.05% -728 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: 7,913 shares; 2024Q4: 12,066 shares; 2025Q1: 13,009 shares; 2025Q2: 17,198 shares; 2025Q3: 20,491 shares; 2025Q4: 19,113 shares; 2026Q1: 23,877 shares 23,877 $2.25M 0.05% +4,764 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 4,317 shares; 2025Q1: 3,182 shares; 2025Q2: 3,909 shares; 2025Q3: 2,031 shares; 2025Q4: 6,553 shares; 2026Q1: 17,602 shares 17,602 $2.25M 0.05% +11,049 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 11,806 shares; 2025Q1: 10,804 shares; 2025Q2: 19,520 shares; 2025Q3: 19,816 shares; 2025Q4: 39,582 shares; 2026Q1: 42,480 shares 42,480 $2.24M 0.05% +2,898 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,810 shares; 2024Q4: 298,482 shares; 2025Q1: 266,740 shares; 2025Q2: 43,005 shares; 2025Q3: 47,171 shares; 2025Q4: 45,396 shares; 2026Q1: 46,757 shares 46,757 $2.24M 0.05% +1,361 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: 7,850 shares; 2024Q4: 12,220 shares; 2025Q1: 26,844 shares; 2025Q2: 47,333 shares; 2025Q3: 49,163 shares; 2025Q4: 59,703 shares; 2026Q1: 48,953 shares 48,953 $2.21M 0.05% -10,750 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 861 shares; 2025Q1: 869 shares; 2025Q2: 879 shares; 2025Q3: 1,779 shares; 2025Q4: 17,807 shares; 2026Q1: 85,729 shares 85,729 $2.21M 0.05% +67,922 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,009 shares; 2025Q2: 54,239 shares; 2025Q3: 78,550 shares; 2025Q4: 76,059 shares; 2026Q1: 79,981 shares 79,981 $2.2M 0.05% +3,922 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 57,366 shares; 2025Q1: 54,217 shares; 2025Q2: 50,965 shares; 2025Q3: 52,786 shares; 2025Q4: 48,141 shares; 2026Q1: 49,315 shares 49,315 $2.2M 0.05% +1,174 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 367 shares; 2025Q1: 597 shares; 2025Q2: 1,025 shares; 2025Q3: 1,208 shares; 2025Q4: 1,367 shares; 2026Q1: 3,018 shares 3,018 $2.2M 0.05% +1,651 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 48,641 shares; 2025Q1: 60,339 shares; 2025Q2: 59,833 shares; 2025Q3: 59,740 shares; 2025Q4: 59,128 shares; 2026Q1: 60,112 shares 60,112 $2.19M 0.05% +984 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: 17,514 shares; 2024Q4: 18,628 shares; 2025Q1: 17,683 shares; 2025Q2: 10,890 shares; 2025Q3: 11,074 shares; 2025Q4: 12,018 shares; 2026Q1: 11,002 shares 11,002 $2.19M 0.05% -1,016 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,542 shares; 2024Q4: 65,849 shares; 2025Q1: 69,048 shares; 2025Q2: 68,275 shares; 2025Q3: 66,603 shares; 2025Q4: 49,498 shares; 2026Q1: 27,465 shares 27,465 $2.19M 0.05% -22,033 Timeline XME 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: 19,590 shares; 2024Q4: 20,602 shares; 2025Q1: 20,768 shares; 2025Q2: 18,068 shares; 2025Q3: 16,038 shares; 2025Q4: 12,523 shares; 2026Q1: 20,195 shares 20,195 $2.18M 0.05% +7,672 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 33,116 shares; 2025Q1: 31,866 shares; 2025Q2: 27,190 shares; 2025Q3: 13,789 shares; 2025Q4: 55,404 shares; 2026Q1: 53,349 shares 53,349 $2.18M 0.05% -2,055 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 28,606 shares; 2025Q1: 26,143 shares; 2025Q2: 34,754 shares; 2025Q3: 34,698 shares; 2025Q4: 36,325 shares; 2026Q1: 39,869 shares 39,869 $2.18M 0.05% +3,544 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 26,403 shares; 2025Q1: 21,016 shares; 2025Q2: 23,975 shares; 2025Q3: 25,036 shares; 2025Q4: 25,194 shares; 2026Q1: 22,898 shares 22,898 $2.17M 0.05% -2,296 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: 71,386 shares; 2024Q4: 85,050 shares; 2025Q1: 85,820 shares; 2025Q2: 21,132 shares; 2025Q3: 18,454 shares; 2025Q4: 30,145 shares; 2026Q1: 27,725 shares 27,725 $2.17M 0.05% -2,420 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,333 shares; 2025Q1: 1,398 shares; 2025Q2: 19,739 shares; 2025Q3: 20,229 shares; 2025Q4: 17,711 shares; 2026Q1: 11,328 shares 11,328 $2.17M 0.05% -6,383 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 6,831 shares; 2025Q1: 7,494 shares; 2025Q2: 7,054 shares; 2025Q3: 7,362 shares; 2025Q4: 7,765 shares; 2026Q1: 8,548 shares 8,548 $2.17M 0.05% +783 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 1,949 shares; 2025Q1: 1,690 shares; 2025Q2: 6,400 shares; 2025Q3: 76,825 shares; 2025Q4: 16,849 shares; 2026Q1: 25,459 shares 25,459 $2.15M 0.04% +8,610 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: 13,553 shares; 2024Q4: 20,885 shares; 2025Q1: 16,079 shares; 2025Q2: 16,630 shares; 2025Q3: 17,348 shares; 2025Q4: 16,247 shares; 2026Q1: 16,633 shares 16,633 $2.14M 0.04% +386 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: 2,910 shares; 2024Q4: 9,331 shares; 2025Q1: 5,960 shares; 2025Q2: 7,781 shares; 2025Q3: 5,087 shares; 2025Q4: 9,076 shares; 2026Q1: 14,723 shares 14,723 $2.14M 0.04% +5,647 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: 7,229 shares; 2024Q4: 7,248 shares; 2025Q1: 7,688 shares; 2025Q2: 7,510 shares; 2025Q3: 14,651 shares; 2025Q4: 21,870 shares; 2026Q1: 14,659 shares 14,659 $2.14M 0.04% -7,211 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 14,777 shares; 2025Q1: 16,854 shares; 2025Q2: 47,526 shares; 2025Q3: 49,689 shares; 2025Q4: 49,418 shares; 2026Q1: 50,166 shares 50,166 $2.13M 0.04% +748 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 4,281 shares; 2025Q1: 4,826 shares; 2025Q2: 4,051 shares; 2025Q3: 46,069 shares; 2025Q4: 46,269 shares; 2026Q1: 47,547 shares 47,547 $2.13M 0.04% +1,278 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 51,655 shares 51,655 $2.12M 0.04% +51,165 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: 58,452 shares; 2024Q4: 57,973 shares; 2025Q1: 78,813 shares; 2025Q2: 46,736 shares; 2025Q3: 44,790 shares; 2025Q4: 63,235 shares; 2026Q1: 63,254 shares 63,254 $2.12M 0.04% +19 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 49,616 shares; 2025Q1: 48,618 shares; 2025Q2: 14,538 shares; 2025Q3: 24,630 shares; 2025Q4: 27,468 shares; 2026Q1: 42,312 shares 42,312 $2.11M 0.04% +14,844 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: 21,722 shares; 2025Q1: 27,597 shares; 2025Q2: 32,288 shares; 2025Q3: 33,176 shares; 2025Q4: 76,177 shares; 2026Q1: 82,803 shares 82,803 $2.09M 0.04% +6,626 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,267 shares; 2024Q4: 66,844 shares; 2025Q1: 77,924 shares; 2025Q2: 76,381 shares; 2025Q3: 52,788 shares; 2025Q4: 52,902 shares; 2026Q1: 51,984 shares 51,984 $2.09M 0.04% -918 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,982 shares; 2024Q4: 69,448 shares; 2025Q1: 53,454 shares; 2025Q2: 33,067 shares; 2025Q3: 40,618 shares; 2025Q4: 42,886 shares; 2026Q1: 62,091 shares 62,091 $2.08M 0.04% +19,205 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: 141,802 shares; 2024Q4: 164,450 shares; 2025Q1: 170,298 shares; 2025Q2: 88,145 shares; 2025Q3: 106,935 shares; 2025Q4: 117,253 shares; 2026Q1: 117,168 shares 117,168 $2.08M 0.04% -85 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,753 shares; 2024Q4: 55,842 shares; 2025Q1: 57,960 shares; 2025Q2: 59,553 shares; 2025Q3: 59,940 shares; 2025Q4: 61,261 shares; 2026Q1: 54,709 shares 54,709 $2.08M 0.04% -6,552 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: 3,523 shares; 2024Q4: 3,694 shares; 2025Q1: 3,783 shares; 2025Q2: 19,028 shares; 2025Q3: 33,347 shares; 2025Q4: 33,977 shares; 2026Q1: 42,720 shares 42,720 $2.07M 0.04% +8,743 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 123 shares; 2025Q2: 246 shares; 2025Q3: 2,212 shares; 2025Q4: 8,455 shares; 2026Q1: 9,285 shares 9,285 $2.03M 0.04% +830 Timeline SPYH 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: 19,682 shares; 2026Q1: 38,409 shares 38,409 $2.02M 0.04% +18,727 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 239 shares; 2025Q1: 271 shares; 2025Q2: 269 shares; 2025Q3: 323 shares; 2025Q4: 1,592 shares; 2026Q1: 1,738 shares 1,738 $2.01M 0.04% +146 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,945 shares; 2024Q4: 135,828 shares; 2025Q1: 144,030 shares; 2025Q2: 142,224 shares; 2025Q3: 92,657 shares; 2025Q4: 102,035 shares; 2026Q1: 87,821 shares 87,821 $2.01M 0.04% -14,214 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,639 shares; 2024Q4: 38,408 shares; 2025Q1: 124,964 shares; 2025Q2: 36,864 shares; 2025Q3: 148,353 shares; 2025Q4: 44,141 shares; 2026Q1: 40,754 shares 40,754 $2.01M 0.04% -3,387 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,654 shares; 2024Q4: 133,475 shares; 2025Q1: 142,793 shares; 2025Q2: 145,937 shares; 2025Q3: 95,054 shares; 2025Q4: 95,353 shares; 2026Q1: 89,404 shares 89,404 $2.01M 0.04% -5,949 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: 1,383 shares; 2024Q4: 2,183 shares; 2025Q1: 3,074 shares; 2025Q2: 2,034 shares; 2025Q3: 22,131 shares; 2025Q4: 22,131 shares; 2026Q1: 28,186 shares 28,186 $2M 0.04% +6,055 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: 2,620 shares; 2024Q4: 4,366 shares; 2025Q1: 5,090 shares; 2025Q2: 4,921 shares; 2025Q3: 7,353 shares; 2025Q4: 8,986 shares; 2026Q1: 11,852 shares 11,852 $2M 0.04% +2,866 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 15,854 shares; 2025Q1: 17,915 shares; 2025Q2: 20,418 shares; 2025Q3: 23,496 shares; 2025Q4: 22,483 shares; 2026Q1: 53,735 shares 53,735 $2M 0.04% +31,252 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,740 shares; 2025Q1: 12,759 shares; 2025Q2: 25,446 shares; 2025Q3: 25,175 shares; 2025Q4: 30,425 shares; 2026Q1: 39,333 shares 39,333 $1.98M 0.04% +8,908 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 14,826 shares; 2025Q1: 17,133 shares; 2025Q2: 21,479 shares; 2025Q3: 39,066 shares; 2025Q4: 54,886 shares; 2026Q1: 85,474 shares 85,474 $1.97M 0.04% +30,588 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 42,124 shares; 2025Q1: 41,877 shares; 2025Q2: 51,925 shares; 2025Q3: 60,655 shares; 2025Q4: 61,678 shares; 2026Q1: 60,573 shares 60,573 $1.97M 0.04% -1,105 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 14,186 shares; 2025Q1: 24,754 shares; 2025Q2: 31,247 shares; 2025Q3: 34,934 shares; 2025Q4: 35,931 shares; 2026Q1: 39,414 shares 39,414 $1.97M 0.04% +3,483 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 11,688 shares; 2025Q3: 11,830 shares; 2025Q4: 41,074 shares; 2026Q1: 45,062 shares 45,062 $1.96M 0.04% +3,988 Timeline DEM 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: 55,654 shares; 2024Q4: 43,917 shares; 2025Q1: 37,469 shares; 2025Q2: 31,132 shares; 2025Q3: 27,261 shares; 2025Q4: 32,206 shares; 2026Q1: 39,179 shares 39,179 $1.95M 0.04% +6,973 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: 3,878 shares; 2024Q4: 4,528 shares; 2025Q1: 4,109 shares; 2025Q2: 4,598 shares; 2025Q3: 11,753 shares; 2025Q4: 16,823 shares; 2026Q1: 26,698 shares 26,698 $1.93M 0.04% +9,875 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,878 shares; 2024Q4: 66,136 shares; 2025Q1: 75,374 shares; 2025Q2: 65,166 shares; 2025Q3: 60,380 shares; 2025Q4: 60,480 shares; 2026Q1: 67,475 shares 67,475 $1.93M 0.04% +6,995 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 7,176 shares; 2025Q1: 7,935 shares; 2025Q2: 6,890 shares; 2025Q3: 6,742 shares; 2025Q4: 17,269 shares; 2026Q1: 17,725 shares 17,725 $1.93M 0.04% +456 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: 14,337 shares; 2024Q4: 10,510 shares; 2025Q1: 11,807 shares; 2025Q2: 11,728 shares; 2025Q3: 11,042 shares; 2025Q4: 10,460 shares; 2026Q1: 12,417 shares 12,417 $1.93M 0.04% +1,957 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: 10,991 shares; 2024Q4: 12,636 shares; 2025Q1: 13,078 shares; 2025Q2: 12,834 shares; 2025Q3: 12,789 shares; 2025Q4: 13,345 shares; 2026Q1: 14,559 shares 14,559 $1.92M 0.04% +1,214 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: 3,027 shares; 2024Q4: 3,417 shares; 2025Q1: 3,338 shares; 2025Q2: 3,511 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares; 2026Q1: 3,568 shares 3,568 $1.92M 0.04% +32 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,826 shares; 2024Q4: 10,131 shares; 2025Q1: 71,656 shares; 2025Q2: 94,063 shares; 2025Q3: 60,674 shares; 2025Q4: 30,978 shares; 2026Q1: 110,317 shares 110,317 $1.91M 0.04% +79,339 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 58,790 shares; 2025Q3: 72,991 shares; 2025Q4: 73,637 shares; 2026Q1: 79,663 shares 79,663 $1.9M 0.04% +6,026 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 9,922 shares; 2025Q1: 9,242 shares; 2025Q2: 9,383 shares; 2025Q3: 8,939 shares; 2025Q4: 7,545 shares; 2026Q1: 9,128 shares 9,128 $1.9M 0.04% +1,583 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,812 shares; 2026Q1: 35,933 shares 35,933 $1.9M 0.04% +10,121 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,184 shares; 2024Q4: 34,917 shares; 2025Q1: 35,709 shares; 2025Q2: 33,078 shares; 2025Q3: 38,527 shares; 2025Q4: 44,153 shares; 2026Q1: 33,497 shares 33,497 $1.9M 0.04% -10,656 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 25,857 shares; 2025Q4: 36,635 shares; 2026Q1: 74,989 shares 74,989 $1.89M 0.04% +38,354 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 13,298 shares; 2025Q4: 9,810 shares; 2026Q1: 30,024 shares 30,024 $1.88M 0.04% +20,214 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 23,513 shares; 2025Q3: 27,932 shares; 2025Q4: 28,167 shares; 2026Q1: 28,733 shares 28,733 $1.88M 0.04% +566 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: 60,151 shares; 2024Q4: 72,026 shares; 2025Q1: 73,259 shares; 2025Q2: 71,440 shares; 2025Q3: 41,587 shares; 2025Q4: 41,101 shares; 2026Q1: 40,595 shares 40,595 $1.88M 0.04% -506 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: 4,067 shares; 2024Q4: 4,664 shares; 2025Q1: 4,912 shares; 2025Q2: 5,328 shares; 2025Q3: 5,731 shares; 2025Q4: 7,087 shares; 2026Q1: 9,000 shares 9,000 $1.87M 0.04% +1,913 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 10,606 shares; 2025Q1: 13,336 shares; 2025Q2: 17,227 shares; 2025Q3: 21,635 shares; 2025Q4: 27,793 shares; 2026Q1: 38,965 shares 38,965 $1.87M 0.04% +11,172 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,610 shares; 2025Q1: 1,842 shares; 2025Q2: 3,253 shares; 2025Q3: 3,071 shares; 2025Q4: 3,321 shares; 2026Q1: 4,691 shares 4,691 $1.87M 0.04% +1,370 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,713 shares; 2025Q1: 1,577 shares; 2025Q2: 20,178 shares; 2025Q3: 19,902 shares; 2025Q4: 26,310 shares; 2026Q1: 40,058 shares 40,058 $1.86M 0.04% +13,748 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 16,529 shares; 2025Q1: 33,237 shares; 2025Q2: 40,049 shares; 2025Q3: 48,316 shares; 2025Q4: 48,329 shares; 2026Q1: 43,450 shares 43,450 $1.86M 0.04% -4,879 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 1,924 shares; 2025Q1: 1,740 shares; 2025Q2: 1,836 shares; 2025Q3: 6,041 shares; 2025Q4: 6,226 shares; 2026Q1: 11,336 shares 11,336 $1.85M 0.04% +5,110 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 17,104 shares; 2025Q1: 27,391 shares; 2025Q2: 101,309 shares; 2025Q3: 60,922 shares; 2025Q4: 73,444 shares; 2026Q1: 76,157 shares 76,157 $1.85M 0.04% +2,713 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: 40,577 shares; 2024Q4: 42,222 shares; 2025Q1: 41,660 shares; 2025Q2: 42,992 shares; 2025Q3: 47,186 shares; 2025Q4: 52,666 shares; 2026Q1: 64,131 shares 64,131 $1.84M 0.04% +11,465 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: 1,000 shares; 2025Q2: 18,772 shares; 2025Q3: 19,076 shares; 2025Q4: 19,035 shares; 2026Q1: 39,260 shares 39,260 $1.83M 0.04% +20,225 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 66 shares; 2025Q1: 101 shares; 2025Q2: 1,274 shares; 2025Q3: 5,812 shares; 2025Q4: 5,814 shares; 2026Q1: 27,999 shares 27,999 $1.83M 0.04% +22,185 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,227 shares; 2025Q1: 29,358 shares; 2025Q2: 28,979 shares; 2025Q3: 29,472 shares; 2025Q4: 29,220 shares; 2026Q1: 53,394 shares 53,394 $1.83M 0.04% +24,174 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 13 shares; 2025Q2: 29 shares; 2025Q3: 43 shares; 2025Q4: 23 shares; 2026Q1: 7,235 shares 7,235 $1.82M 0.04% +7,212 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: 9,816 shares; 2024Q4: 10,396 shares; 2025Q1: 10,675 shares; 2025Q2: 18,664 shares; 2025Q3: 22,320 shares; 2025Q4: 23,623 shares; 2026Q1: 25,344 shares 25,344 $1.82M 0.04% +1,721 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,135 shares; 2024Q4: 46,235 shares; 2025Q1: 41,391 shares; 2025Q2: 42,077 shares; 2025Q3: 77,966 shares; 2025Q4: 75,673 shares; 2026Q1: 39,559 shares 39,559 $1.82M 0.04% -36,114 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 12,978 shares; 2025Q1: 13,408 shares; 2025Q2: 13,267 shares; 2025Q3: 13,899 shares; 2025Q4: 14,866 shares; 2026Q1: 15,681 shares 15,681 $1.82M 0.04% +815 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 23,918 shares; 2025Q1: 22,399 shares; 2025Q2: 22,553 shares; 2025Q3: 22,353 shares; 2025Q4: 23,883 shares; 2026Q1: 24,936 shares 24,936 $1.81M 0.04% +1,053 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: 20,220 shares; 2024Q4: 59,955 shares; 2025Q1: 64,347 shares; 2025Q2: 65,296 shares; 2025Q3: 64,227 shares; 2025Q4: 62,782 shares; 2026Q1: 59,173 shares 59,173 $1.8M 0.04% -3,609 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: 15,172 shares; 2024Q4: 12,166 shares; 2025Q1: 12,531 shares; 2025Q2: 5,164 shares; 2025Q3: 15,354 shares; 2025Q4: 18,516 shares; 2026Q1: 15,894 shares 15,894 $1.8M 0.04% -2,622 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: 329 shares; 2024Q4: 3,475 shares; 2025Q1: 6,497 shares; 2025Q2: 23,451 shares; 2025Q3: 26,250 shares; 2025Q4: 27,100 shares; 2026Q1: 28,021 shares 28,021 $1.79M 0.04% +921 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 657 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 834 shares; 2025Q4: 1,109 shares; 2026Q1: 4,396 shares 4,396 $1.79M 0.04% +3,287 Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,320 shares; 2025Q2: 107,202 shares; 2025Q3: 108,432 shares; 2025Q4: 116,551 shares; 2026Q1: 117,989 shares 117,989 $1.78M 0.04% +1,438 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 18,587 shares; 2025Q1: 24,281 shares; 2025Q2: 26,584 shares; 2025Q3: 28,107 shares; 2025Q4: 28,083 shares; 2026Q1: 28,285 shares 28,285 $1.77M 0.04% +202 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,508 shares; 2024Q4: 71,682 shares; 2025Q1: 69,103 shares; 2025Q2: 54,911 shares; 2025Q3: 51,668 shares; 2025Q4: 51,403 shares; 2026Q1: 77,130 shares 77,130 $1.77M 0.04% +25,727 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,961 shares; 2025Q1: 3,868 shares; 2025Q2: 3,606 shares; 2025Q3: 3,513 shares; 2025Q4: 3,459 shares; 2026Q1: 4,087 shares 4,087 $1.77M 0.04% +628 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: 23,304 shares; 2024Q4: 25,064 shares; 2025Q1: 15,801 shares; 2025Q2: 16,707 shares; 2025Q3: 20,650 shares; 2025Q4: 24,923 shares; 2026Q1: 31,101 shares 31,101 $1.77M 0.04% +6,178 Timeline IGE ISHARES 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: 23,315 shares; 2025Q4: 32,220 shares; 2026Q1: 27,916 shares 27,916 $1.76M 0.04% -4,304 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: 59,609 shares; 2024Q4: 59,068 shares; 2025Q1: 62,578 shares; 2025Q2: 64,938 shares; 2025Q3: 60,617 shares; 2025Q4: 65,969 shares; 2026Q1: 73,018 shares 73,018 $1.75M 0.04% +7,049 Timeline