NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168,458 shares; 2024Q4: 1,580,341 shares; 2025Q1: 1,692,087 shares; 2025Q2: 1,792,266 shares; 2025Q3: 1,831,214 shares; 2025Q4: 2,240,102 shares; 2026Q1: 2,086,679 shares 2,086,679 $364M 3.9% -153,423 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: 144,727 shares; 2024Q4: 3,066,946 shares; 2025Q1: 119,368 shares; 2025Q2: 184,594 shares; 2025Q3: 196,370 shares; 2025Q4: 280,232 shares; 2026Q1: 4,479,098 shares 4,479,098 $343M 3.68% +4,198,866 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867,866 shares; 2024Q4: 952,107 shares; 2025Q1: 960,370 shares; 2025Q2: 943,130 shares; 2025Q3: 919,771 shares; 2025Q4: 927,993 shares; 2026Q1: 871,524 shares 871,524 $221M 2.37% -56,469 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533,580 shares; 2024Q4: 2,490,402 shares; 2025Q1: 2,490,408 shares; 2025Q2: 2,490,490 shares; 2025Q3: 2,490,426 shares; 2025Q4: 2,490,426 shares; 2026Q1: 2,647,757 shares 2,647,757 $206M 2.22% +157,331 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: not reported; 2024Q4: 654,262 shares; 2025Q1: not reported; 2025Q2: 16,192 shares; 2025Q3: 21,179 shares; 2025Q4: 23,547 shares; 2026Q1: 841,158 shares 841,158 $200M 2.14% +817,611 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: 22,019 shares; 2024Q4: 1,598,110 shares; 2025Q1: 18,779 shares; 2025Q2: 24,316 shares; 2025Q3: 26,588 shares; 2025Q4: 26,913 shares; 2026Q1: 1,841,696 shares 1,841,696 $180M 1.93% +1,814,783 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: 3,443 shares; 2024Q4: 208,689 shares; 2025Q1: 7,217 shares; 2025Q2: 9,139 shares; 2025Q3: 11,940 shares; 2025Q4: 14,811 shares; 2026Q1: 244,977 shares 244,977 $159M 1.71% +230,166 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: 25,423 shares; 2024Q4: 1,553,951 shares; 2025Q1: 27,766 shares; 2025Q2: 35,900 shares; 2025Q3: 41,209 shares; 2025Q4: 53,379 shares; 2026Q1: 2,780,187 shares 2,780,187 $157M 1.69% +2,726,808 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: 6,190 shares; 2024Q4: 218,333 shares; 2025Q1: 7,800 shares; 2025Q2: 25,860 shares; 2025Q3: 28,451 shares; 2025Q4: 28,622 shares; 2026Q1: 237,478 shares 237,478 $155M 1.66% +208,856 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: 300,439 shares; 2024Q4: 326,011 shares; 2025Q1: 323,518 shares; 2025Q2: 315,162 shares; 2025Q3: 330,434 shares; 2025Q4: 337,508 shares; 2026Q1: 306,720 shares 306,720 $114M 1.22% -30,788 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: 556,006 shares; 2024Q4: 592,295 shares; 2025Q1: 595,371 shares; 2025Q2: 596,496 shares; 2025Q3: 588,506 shares; 2025Q4: 595,497 shares; 2026Q1: 539,033 shares 539,033 $112M 1.2% -56,464 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: 15,776 shares; 2024Q4: 1,445,464 shares; 2025Q1: 112,700 shares; 2025Q2: 144,805 shares; 2025Q3: 151,569 shares; 2025Q4: 187,950 shares; 2026Q1: 2,236,073 shares 2,236,073 $102M 1.1% +2,048,123 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232,205 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196,342 shares 2,196,342 $88.3M 0.95% new 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: 6,446 shares; 2024Q4: 157,159 shares; 2025Q1: 9,641 shares; 2025Q2: 9,464 shares; 2025Q3: 7,478 shares; 2025Q4: 7,505 shares; 2026Q1: 149,170 shares 149,170 $86.1M 0.92% +141,665 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: 1,983 shares; 2024Q4: 397,601 shares; 2025Q1: 2,599 shares; 2025Q2: 4,308 shares; 2025Q3: 4,406 shares; 2025Q4: 4,467 shares; 2026Q1: 388,720 shares 388,720 $83.6M 0.9% +384,253 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: not reported; 2024Q4: 1,257,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059,017 shares 1,059,017 $79.6M 0.85% new 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: not reported; 2024Q4: 612,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429,253 shares 1,429,253 $76.9M 0.82% new 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: not reported; 2024Q4: 382,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742,493 shares 1,742,493 $74.1M 0.8% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,249 shares; 2024Q4: 263,158 shares; 2025Q1: 265,812 shares; 2025Q2: 268,746 shares; 2025Q3: 282,317 shares; 2025Q4: 283,385 shares; 2026Q1: 253,270 shares 253,270 $72.7M 0.78% -30,115 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,457,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903,126 shares 903,126 $71.4M 0.77% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 86,675 shares; 2025Q1: 3,542 shares; 2025Q2: 3,969 shares; 2025Q3: 3,969 shares; 2025Q4: 5,621 shares; 2026Q1: 158,434 shares 158,434 $69.2M 0.74% +152,813 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: 29,710 shares; 2024Q4: 228,474 shares; 2025Q1: 29,524 shares; 2025Q2: 29,164 shares; 2025Q3: 28,420 shares; 2025Q4: 31,746 shares; 2026Q1: 759,821 shares 759,821 $68.8M 0.74% +728,075 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: not reported; 2024Q4: 884,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,242,887 shares 1,242,887 $68.7M 0.74% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,986 shares; 2024Q4: 88,846 shares; 2025Q1: 102,688 shares; 2025Q2: 108,816 shares; 2025Q3: 136,358 shares; 2025Q4: 202,872 shares; 2026Q1: 158,277 shares 158,277 $68.1M 0.73% -44,595 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: 252,320 shares; 2024Q4: 284,919 shares; 2025Q1: 275,125 shares; 2025Q2: 276,272 shares; 2025Q3: 279,750 shares; 2025Q4: 279,825 shares; 2026Q1: 235,686 shares 235,686 $67.8M 0.73% -44,139 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: 26,884 shares; 2024Q4: 1,447,120 shares; 2025Q1: 23,538 shares; 2025Q2: 32,486 shares; 2025Q3: 35,519 shares; 2025Q4: 42,427 shares; 2026Q1: 2,337,458 shares 2,337,458 $67M 0.72% +2,295,031 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: 187,592 shares; 2024Q4: 207,410 shares; 2025Q1: 205,115 shares; 2025Q2: 204,798 shares; 2025Q3: 211,077 shares; 2025Q4: 205,407 shares; 2026Q1: 202,643 shares 202,643 $62.7M 0.67% -2,764 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: 80,101 shares; 2024Q4: 93,133 shares; 2025Q1: 97,063 shares; 2025Q2: 121,179 shares; 2025Q3: 125,254 shares; 2025Q4: 126,978 shares; 2026Q1: 128,877 shares 128,877 $61.8M 0.66% +1,899 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: not reported; 2024Q4: 1,325,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,362 shares; 2025Q4: 51,190 shares; 2026Q1: 1,210,006 shares 1,210,006 $60.3M 0.65% +1,158,816 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: 64,908 shares; 2024Q4: 83,388 shares; 2025Q1: 85,862 shares; 2025Q2: 88,902 shares; 2025Q3: 91,187 shares; 2025Q4: 97,689 shares; 2026Q1: 104,147 shares 104,147 $59.6M 0.64% +6,458 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,189 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,956 shares; 2025Q4: 2,013 shares; 2026Q1: 99,491 shares 99,491 $59.5M 0.64% +97,478 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865,645 shares; 2025Q1: 2,973 shares; 2025Q2: 4,173 shares; 2025Q3: 4,535 shares; 2025Q4: 4,835 shares; 2026Q1: 664,879 shares 664,879 $58.4M 0.63% +660,044 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: not reported; 2024Q4: 1,418,031 shares; 2025Q1: 21,037 shares; 2025Q2: 25,173 shares; 2025Q3: 27,794 shares; 2025Q4: 32,242 shares; 2026Q1: 1,171,959 shares 1,171,959 $56.6M 0.61% +1,139,717 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: 13,657 shares; 2024Q4: 267,678 shares; 2025Q1: 13,123 shares; 2025Q2: 11,256 shares; 2025Q3: 11,666 shares; 2025Q4: 11,372 shares; 2026Q1: 444,630 shares 444,630 $55.3M 0.59% +433,258 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: not reported; 2024Q4: 986,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,665 shares; 2026Q1: 893,617 shares 893,617 $53.7M 0.58% +880,952 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: 301,385 shares; 2024Q4: 305,454 shares; 2025Q1: 292,200 shares; 2025Q2: 295,401 shares; 2025Q3: 295,946 shares; 2025Q4: 297,200 shares; 2026Q1: 261,037 shares 261,037 $53.1M 0.57% -36,163 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: 299,874 shares; 2024Q4: 325,205 shares; 2025Q1: 325,158 shares; 2025Q2: 293,467 shares; 2025Q3: 279,710 shares; 2025Q4: 285,883 shares; 2026Q1: 285,540 shares 285,540 $48.4M 0.52% -343 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: 977 shares; 2024Q4: 157,967 shares; 2025Q1: not reported; 2025Q2: 7,212 shares; 2025Q3: 7,306 shares; 2025Q4: 21,022 shares; 2026Q1: 360,613 shares 360,613 $47.9M 0.51% +339,591 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292,512 shares 292,512 $47.8M 0.51% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,654 shares; 2026Q1: 1,776,554 shares 1,776,554 $45.5M 0.49% +1,763,900 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 74,364 shares; 2025Q1: 25,898 shares; 2025Q2: 34,643 shares; 2025Q3: 45,876 shares; 2025Q4: 45,701 shares; 2026Q1: 395,340 shares 395,340 $43.7M 0.47% +349,639 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: 10,337 shares; 2024Q4: 1,518,225 shares; 2025Q1: 9,163 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 6,584 shares; 2026Q1: 1,282,008 shares 1,282,008 $43.3M 0.46% +1,275,424 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: 99,004 shares; 2024Q4: 117,176 shares; 2025Q1: 114,143 shares; 2025Q2: 127,206 shares; 2025Q3: 117,793 shares; 2025Q4: 116,458 shares; 2026Q1: 114,961 shares 114,961 $42.7M 0.46% -1,497 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: 5,185 shares; 2024Q4: 78,996 shares; 2025Q1: 6,733 shares; 2025Q2: 10,146 shares; 2025Q3: 10,047 shares; 2025Q4: 13,181 shares; 2026Q1: 612,221 shares 612,221 $42.7M 0.46% +599,040 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: 26,888 shares; 2024Q4: 128,871 shares; 2025Q1: 37,889 shares; 2025Q2: 45,115 shares; 2025Q3: 44,693 shares; 2025Q4: 46,396 shares; 2026Q1: 129,153 shares 129,153 $41.4M 0.44% +82,757 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 368,386 shares; 2025Q1: 8,016 shares; 2025Q2: 5,631 shares; 2025Q3: 4,239 shares; 2025Q4: not reported; 2026Q1: 807,000 shares 807,000 $40.4M 0.43% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,267 shares; 2025Q1: not reported; 2025Q2: 4,838 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 384,167 shares 384,167 $40.3M 0.43% +379,512 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: 30,522 shares; 2024Q4: 500,088 shares; 2025Q1: 29,532 shares; 2025Q2: 28,545 shares; 2025Q3: 30,705 shares; 2025Q4: 31,758 shares; 2026Q1: 596,015 shares 596,015 $40.2M 0.43% +564,257 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: not reported; 2024Q4: 794,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196,285 shares 1,196,285 $40.1M 0.43% new 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: not reported; 2024Q4: 518,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769,824 shares 769,824 $38.8M 0.42% new 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: 170,319 shares; 2024Q4: 181,446 shares; 2025Q1: 185,379 shares; 2025Q2: 173,617 shares; 2025Q3: 177,249 shares; 2025Q4: 172,783 shares; 2026Q1: 130,844 shares 130,844 $38.5M 0.41% -41,939 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403,081 shares 1,403,081 $36.8M 0.39% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,583 shares; 2024Q4: 43,968 shares; 2025Q1: 44,147 shares; 2025Q2: 43,160 shares; 2025Q3: 43,972 shares; 2025Q4: 43,791 shares; 2026Q1: 39,390 shares 39,390 $36.2M 0.39% -4,401 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: not reported; 2024Q4: 261,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523,384 shares 523,384 $35.7M 0.38% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 2,567 shares; 2026Q1: 317,656 shares 317,656 $35.6M 0.38% +315,089 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,036 shares; 2024Q4: 1,140,442 shares; 2025Q1: 31,413 shares; 2025Q2: 42,389 shares; 2025Q3: 46,512 shares; 2025Q4: 47,836 shares; 2026Q1: 1,551,453 shares 1,551,453 $34.7M 0.37% +1,503,617 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631,181 shares 631,181 $34.6M 0.37% new Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430,289 shares 430,289 $34.2M 0.37% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,051 shares; 2024Q4: 352,750 shares; 2025Q1: 334,211 shares; 2025Q2: 326,446 shares; 2025Q3: 331,784 shares; 2025Q4: 330,713 shares; 2026Q1: 270,315 shares 270,315 $33.6M 0.36% -60,398 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,414,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824,540 shares 824,540 $32.5M 0.35% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568,891 shares 568,891 $31.6M 0.34% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 1,390,683 shares; 2025Q1: 48,518 shares; 2025Q2: 59,388 shares; 2025Q3: 61,828 shares; 2025Q4: 147,069 shares; 2026Q1: 1,015,605 shares 1,015,605 $31.2M 0.33% +868,536 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: not reported; 2024Q4: 272,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares; 2026Q1: 604,741 shares 604,741 $30.6M 0.33% +599,790 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: not reported; 2024Q4: 403,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,146,879 shares 1,146,879 $29.3M 0.31% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,895 shares; 2025Q4: 6,251 shares; 2026Q1: 613,523 shares 613,523 $28.7M 0.31% +607,272 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: 105,259 shares; 2024Q4: 110,995 shares; 2025Q1: 110,871 shares; 2025Q2: 109,681 shares; 2025Q3: 107,395 shares; 2025Q4: 105,072 shares; 2026Q1: 86,875 shares 86,875 $28.6M 0.31% -18,197 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 465,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370,713 shares 370,713 $28.1M 0.3% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 328,192 shares; 2025Q1: 58,765 shares; 2025Q2: 73,901 shares; 2025Q3: 77,216 shares; 2025Q4: 94,752 shares; 2026Q1: 587,379 shares 587,379 $27.6M 0.3% +492,627 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: not reported; 2024Q4: 151,619 shares; 2025Q1: 34,478 shares; 2025Q2: 36,890 shares; 2025Q3: 41,123 shares; 2025Q4: 35,984 shares; 2026Q1: 289,131 shares 289,131 $27.5M 0.29% +253,147 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 359,350 shares; 2025Q1: 18,662 shares; 2025Q2: 17,256 shares; 2025Q3: 17,062 shares; 2025Q4: 15,562 shares; 2026Q1: 556,811 shares 556,811 $25.7M 0.28% +541,249 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: 2,047 shares; 2024Q4: 67,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,157 shares; 2026Q1: 133,383 shares 133,383 $25.6M 0.27% +129,226 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,832 shares 260,832 $24.7M 0.27% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484,774 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 545,754 shares 545,754 $24.7M 0.27% +540,754 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: 32,981 shares; 2024Q4: 35,125 shares; 2025Q1: 34,974 shares; 2025Q2: 32,915 shares; 2025Q3: 32,229 shares; 2025Q4: 26,056 shares; 2026Q1: 24,745 shares 24,745 $24.7M 0.26% -1,311 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: not reported; 2024Q4: 165,253 shares; 2025Q1: 57,271 shares; 2025Q2: 61,158 shares; 2025Q3: 62,229 shares; 2025Q4: 57,898 shares; 2026Q1: 245,160 shares 245,160 $24.3M 0.26% +187,262 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: not reported; 2024Q4: 39,448 shares; 2025Q1: 1,198 shares; 2025Q2: 1,652 shares; 2025Q3: 1,951 shares; 2025Q4: 2,457 shares; 2026Q1: 97,919 shares 97,919 $24.3M 0.26% +95,462 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918,362 shares 918,362 $24.1M 0.26% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,370 shares; 2024Q4: 78,053 shares; 2025Q1: 81,404 shares; 2025Q2: 81,514 shares; 2025Q3: 83,071 shares; 2025Q4: 87,536 shares; 2026Q1: 77,460 shares 77,460 $23.4M 0.25% -10,076 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461,162 shares 461,162 $23.2M 0.25% new 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: 4,641 shares; 2024Q4: 127,351 shares; 2025Q1: 34,908 shares; 2025Q2: 23,403 shares; 2025Q3: 21,885 shares; 2025Q4: 22,366 shares; 2026Q1: 216,809 shares 216,809 $23M 0.25% +194,443 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: 48,366 shares; 2024Q4: 49,559 shares; 2025Q1: 46,046 shares; 2025Q2: 44,619 shares; 2025Q3: 46,710 shares; 2025Q4: 49,590 shares; 2026Q1: 32,130 shares 32,130 $22.8M 0.24% -17,460 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: 87,972 shares; 2024Q4: 93,481 shares; 2025Q1: 96,029 shares; 2025Q2: 93,898 shares; 2025Q3: 100,495 shares; 2025Q4: 100,560 shares; 2026Q1: 92,257 shares 92,257 $22.6M 0.24% -8,303 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: 18,322 shares; 2024Q4: 120,313 shares; 2025Q1: 22,868 shares; 2025Q2: 22,476 shares; 2025Q3: 22,862 shares; 2025Q4: 28,547 shares; 2026Q1: 113,637 shares 113,637 $22.3M 0.24% +85,090 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: 22,166 shares; 2024Q4: 24,450 shares; 2025Q1: 26,720 shares; 2025Q2: 29,081 shares; 2025Q3: 28,311 shares; 2025Q4: 295,147 shares; 2026Q1: 229,617 shares 229,617 $22.1M 0.24% -65,530 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: 31,575 shares; 2024Q4: 969,526 shares; 2025Q1: 121,725 shares; 2025Q2: 116,155 shares; 2025Q3: 115,191 shares; 2025Q4: 181,109 shares; 2026Q1: 747,257 shares 747,257 $21.8M 0.23% +566,148 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: 93,669 shares; 2024Q4: 197,601 shares; 2025Q1: 102,314 shares; 2025Q2: 119,402 shares; 2025Q3: 117,365 shares; 2025Q4: 118,644 shares; 2026Q1: 424,961 shares 424,961 $21.6M 0.23% +306,317 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,714 shares 104,714 $21.6M 0.23% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,965 shares 230,965 $21.2M 0.23% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 365,205 shares 365,205 $20.7M 0.22% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 38,752 shares; 2025Q1: 5,590 shares; 2025Q2: 5,826 shares; 2025Q3: 5,909 shares; 2025Q4: 5,909 shares; 2026Q1: 47,808 shares 47,808 $20.4M 0.22% +41,899 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221,285 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,327 shares 175,327 $20.1M 0.22% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,096 shares 181,096 $20.1M 0.22% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,061,903 shares 1,061,903 $20M 0.21% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 466,795 shares; 2025Q1: 17,187 shares; 2025Q2: 19,627 shares; 2025Q3: 22,131 shares; 2025Q4: 52,408 shares; 2026Q1: 337,421 shares 337,421 $20M 0.21% +285,013 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: not reported; 2024Q4: 106,858 shares; 2025Q1: 1,996 shares; 2025Q2: 25,413 shares; 2025Q3: 28,920 shares; 2025Q4: 25,290 shares; 2026Q1: 133,757 shares 133,757 $19.8M 0.21% +108,467 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: 29,642 shares; 2024Q4: 56,530 shares; 2025Q1: 96,734 shares; 2025Q2: 143,724 shares; 2025Q3: 136,522 shares; 2025Q4: 124,070 shares; 2026Q1: 134,738 shares 134,738 $19.7M 0.21% +10,668 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,499 shares 53,499 $19.7M 0.21% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 235,333 shares; 2025Q1: 17,751 shares; 2025Q2: 21,728 shares; 2025Q3: 21,467 shares; 2025Q4: 20,926 shares; 2026Q1: 189,308 shares 189,308 $19.6M 0.21% +168,382 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: 116,337 shares; 2024Q4: 124,817 shares; 2025Q1: 115,483 shares; 2025Q2: 113,905 shares; 2025Q3: 116,871 shares; 2025Q4: 112,718 shares; 2026Q1: 88,722 shares 88,722 $19.3M 0.21% -23,996 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: 4,969 shares; 2024Q4: 371,735 shares; 2025Q1: 6,268 shares; 2025Q2: 9,343 shares; 2025Q3: 8,579 shares; 2025Q4: 28,561 shares; 2026Q1: 300,377 shares 300,377 $19.2M 0.21% +271,816 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283,108 shares 283,108 $18.9M 0.2% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315,220 shares 315,220 $18.8M 0.2% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,307 shares; 2025Q4: 7,407 shares; 2026Q1: 192,850 shares 192,850 $18.8M 0.2% +185,443 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: 145,694 shares; 2024Q4: 365,461 shares; 2025Q1: 123,318 shares; 2025Q2: 90,215 shares; 2025Q3: 102,157 shares; 2025Q4: 108,153 shares; 2026Q1: 374,703 shares 374,703 $18.7M 0.2% +266,550 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 29,386 shares; 2025Q1: 8,895 shares; 2025Q2: 9,094 shares; 2025Q3: 9,147 shares; 2025Q4: 9,476 shares; 2026Q1: 73,747 shares 73,747 $18.4M 0.2% +64,271 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 82,920 shares; 2025Q1: 2,299 shares; 2025Q2: 2,219 shares; 2025Q3: 2,308 shares; 2025Q4: 2,310 shares; 2026Q1: 63,810 shares 63,810 $18.3M 0.2% +61,500 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193,485 shares 193,485 $18.3M 0.2% new 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: 534,625 shares; 2024Q4: 420,672 shares; 2025Q1: 414,525 shares; 2025Q2: 351,561 shares; 2025Q3: 316,451 shares; 2025Q4: 327,209 shares; 2026Q1: 238,848 shares 238,848 $18.2M 0.19% -88,361 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: not reported; 2024Q4: 77,804 shares; 2025Q1: 1,708 shares; 2025Q2: 3,919 shares; 2025Q3: 3,389 shares; 2025Q4: 4,318 shares; 2026Q1: 67,948 shares 67,948 $17.8M 0.19% +63,630 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: 820 shares; 2024Q4: 18,320 shares; 2025Q1: 932 shares; 2025Q2: 1,983 shares; 2025Q3: 2,004 shares; 2025Q4: 2,121 shares; 2026Q1: 24,767 shares 24,767 $17.3M 0.19% +22,646 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: 136,050 shares; 2024Q4: 141,182 shares; 2025Q1: 138,024 shares; 2025Q2: 134,644 shares; 2025Q3: 134,346 shares; 2025Q4: 129,794 shares; 2026Q1: 119,430 shares 119,430 $17.3M 0.19% -10,364 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: not reported; 2024Q4: 201,156 shares; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 4,384 shares; 2025Q4: 5,274 shares; 2026Q1: 181,404 shares 181,404 $16.8M 0.18% +176,130 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: 31,226 shares; 2024Q4: 144,234 shares; 2025Q1: 32,573 shares; 2025Q2: 34,412 shares; 2025Q3: 70,441 shares; 2025Q4: 69,594 shares; 2026Q1: 191,149 shares 191,149 $16.6M 0.18% +121,555 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 929,329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838,926 shares 838,926 $16.5M 0.18% new 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: 119,604 shares; 2024Q4: 125,216 shares; 2025Q1: 121,949 shares; 2025Q2: 111,126 shares; 2025Q3: 97,486 shares; 2025Q4: 95,517 shares; 2026Q1: 77,787 shares 77,787 $16.1M 0.17% -17,730 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,607 shares; 2024Q4: 304,742 shares; 2025Q1: 308,893 shares; 2025Q2: 299,902 shares; 2025Q3: 329,093 shares; 2025Q4: 326,809 shares; 2026Q1: 349,146 shares 349,146 $16.1M 0.17% +22,337 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: not reported; 2024Q4: not reported; 2025Q1: 237,615 shares; 2025Q2: 401,875 shares; 2025Q3: 420,698 shares; 2025Q4: 460,276 shares; 2026Q1: 471,261 shares 471,261 $16M 0.17% +10,985 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: not reported; 2024Q4: 239,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416,283 shares 416,283 $16M 0.17% new Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701,813 shares; 2024Q4: 1,498,092 shares; 2025Q1: 1,337,491 shares; 2025Q2: 1,218,700 shares; 2025Q3: 1,172,103 shares; 2025Q4: 1,225,119 shares; 2026Q1: 1,155,073 shares 1,155,073 $15.6M 0.17% -70,046 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: 117,798 shares; 2024Q4: 133,868 shares; 2025Q1: 135,059 shares; 2025Q2: 135,282 shares; 2025Q3: 136,684 shares; 2025Q4: 137,623 shares; 2026Q1: 118,277 shares 118,277 $15.5M 0.17% -19,346 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: 11,657 shares; 2025Q4: 12,644 shares; 2026Q1: 905,626 shares 905,626 $15.2M 0.16% +892,982 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: not reported; 2024Q4: 198,113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,882 shares 201,882 $15.2M 0.16% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 313,948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,136 shares 242,136 $15.1M 0.16% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,011 shares; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 3,816 shares; 2025Q4: 6,594 shares; 2026Q1: 130,003 shares 130,003 $14.7M 0.16% +123,409 Timeline IYZ ISHARES 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: 540,791 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371,560 shares 371,560 $14.6M 0.16% new Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,114 shares 156,114 $14.6M 0.16% new 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: not reported; 2024Q4: 672,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635,412 shares 635,412 $14.2M 0.15% new 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: 54,637 shares; 2024Q4: 60,266 shares; 2025Q1: 71,263 shares; 2025Q2: 71,425 shares; 2025Q3: 70,177 shares; 2025Q4: 70,345 shares; 2026Q1: 57,448 shares 57,448 $13.9M 0.15% -12,897 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: not reported; 2024Q4: 342,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,000 shares 230,000 $13.9M 0.15% new 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: 25,922 shares; 2024Q4: 27,187 shares; 2025Q1: 28,817 shares; 2025Q2: 28,202 shares; 2025Q3: 28,401 shares; 2025Q4: 28,262 shares; 2026Q1: 27,157 shares 27,157 $13.6M 0.15% -1,105 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: 4,847 shares; 2024Q4: 250,288 shares; 2025Q1: 2,917 shares; 2025Q2: 2,821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,579 shares 145,579 $13.5M 0.14% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,975 shares 210,975 $13.1M 0.14% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 461,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391,114 shares 391,114 $13.1M 0.14% new 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: 12,907 shares; 2024Q4: 285,563 shares; 2025Q1: 21,942 shares; 2025Q2: 30,204 shares; 2025Q3: 30,574 shares; 2025Q4: 34,765 shares; 2026Q1: 241,259 shares 241,259 $13M 0.14% +206,494 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,793 shares; 2024Q4: 69,454 shares; 2025Q1: 75,789 shares; 2025Q2: 72,841 shares; 2025Q3: 72,316 shares; 2025Q4: 75,642 shares; 2026Q1: 69,154 shares 69,154 $12.9M 0.14% -6,488 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: not reported; 2024Q4: 130,054 shares; 2025Q1: not reported; 2025Q2: 3,592 shares; 2025Q3: 5,403 shares; 2025Q4: 14,821 shares; 2026Q1: 209,292 shares 209,292 $12.8M 0.14% +194,471 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: not reported; 2024Q4: 63,724 shares; 2025Q1: 23,917 shares; 2025Q2: 16,639 shares; 2025Q3: 19,684 shares; 2025Q4: 22,042 shares; 2026Q1: 66,729 shares 66,729 $12.8M 0.14% +44,687 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: 57,413 shares; 2024Q4: 65,721 shares; 2025Q1: 61,632 shares; 2025Q2: 62,637 shares; 2025Q3: 35,955 shares; 2025Q4: 41,125 shares; 2026Q1: 37,859 shares 37,859 $12.8M 0.14% -3,266 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176,981 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,452 shares 327,452 $12.8M 0.14% new 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: 23,846 shares; 2024Q4: 26,793 shares; 2025Q1: 27,814 shares; 2025Q2: 33,612 shares; 2025Q3: 35,449 shares; 2025Q4: 35,152 shares; 2026Q1: 37,119 shares 37,119 $12.5M 0.13% +1,967 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: 134,194 shares; 2024Q4: 139,919 shares; 2025Q1: 126,160 shares; 2025Q2: 124,108 shares; 2025Q3: 145,410 shares; 2025Q4: 148,325 shares; 2026Q1: 129,262 shares 129,262 $12.5M 0.13% -19,063 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: 74,881 shares; 2024Q4: 74,232 shares; 2025Q1: 65,586 shares; 2025Q2: 61,430 shares; 2025Q3: 59,067 shares; 2025Q4: 58,972 shares; 2026Q1: 39,960 shares 39,960 $12.4M 0.13% -19,012 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: 53,766 shares; 2024Q4: 55,351 shares; 2025Q1: 56,988 shares; 2025Q2: 53,422 shares; 2025Q3: 56,349 shares; 2025Q4: 60,192 shares; 2026Q1: 52,516 shares 52,516 $12.4M 0.13% -7,676 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: not reported; 2024Q4: 466,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520,588 shares 520,588 $12.1M 0.13% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,792 shares; 2025Q1: 4,050 shares; 2025Q2: 4,560 shares; 2025Q3: 4,467 shares; 2025Q4: 4,753 shares; 2026Q1: 110,748 shares 110,748 $12.1M 0.13% +105,995 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: 66,051 shares; 2024Q4: 67,347 shares; 2025Q1: 64,223 shares; 2025Q2: 76,974 shares; 2025Q3: 88,262 shares; 2025Q4: 98,968 shares; 2026Q1: 100,036 shares 100,036 $12M 0.13% +1,068 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 8,312 shares; 2025Q1: 9,338 shares; 2025Q2: 12,850 shares; 2025Q3: 14,076 shares; 2025Q4: 13,779 shares; 2026Q1: 13,678 shares 13,678 $11.9M 0.13% -101 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,268 shares 234,268 $11.9M 0.13% new 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: 186,566 shares; 2024Q4: 354,509 shares; 2025Q1: 169,961 shares; 2025Q2: 89,615 shares; 2025Q3: 93,011 shares; 2025Q4: 96,958 shares; 2026Q1: 251,777 shares 251,777 $11.8M 0.13% +154,819 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: 64,113 shares; 2024Q4: 76,548 shares; 2025Q1: 80,329 shares; 2025Q2: 77,146 shares; 2025Q3: 72,895 shares; 2025Q4: 71,471 shares; 2026Q1: 70,786 shares 70,786 $11.7M 0.13% -685 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,908 shares; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 2,874 shares; 2025Q4: 2,853 shares; 2026Q1: 154,147 shares 154,147 $11.3M 0.12% +151,294 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: 180,225 shares; 2024Q4: 197,916 shares; 2025Q1: 208,558 shares; 2025Q2: 210,425 shares; 2025Q3: 214,565 shares; 2025Q4: 222,234 shares; 2026Q1: 224,392 shares 224,392 $11.3M 0.12% +2,158 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,813 shares; 2025Q1: not reported; 2025Q2: 5,101 shares; 2025Q3: 4,683 shares; 2025Q4: 5,656 shares; 2026Q1: 76,715 shares 76,715 $11.2M 0.12% +71,059 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: 221,058 shares; 2024Q4: 246,724 shares; 2025Q1: 226,835 shares; 2025Q2: 223,199 shares; 2025Q3: 227,950 shares; 2025Q4: 228,633 shares; 2026Q1: 227,095 shares 227,095 $11.1M 0.12% -1,538 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: not reported; 2024Q4: 27,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,377 shares 30,377 $10.8M 0.12% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,503 shares; 2024Q4: 105,907 shares; 2025Q1: 105,806 shares; 2025Q2: 84,033 shares; 2025Q3: 70,940 shares; 2025Q4: 70,093 shares; 2026Q1: 69,681 shares 69,681 $10.8M 0.12% -412 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526,149 shares 526,149 $10.7M 0.12% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,904 shares 300,904 $10.6M 0.11% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 105,954 shares; 2025Q1: 4,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,590 shares 89,590 $10.6M 0.11% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,765 shares 260,765 $10.6M 0.11% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563,065 shares 563,065 $10.5M 0.11% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,826 shares 226,826 $10.5M 0.11% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,866 shares; 2026Q1: 104,150 shares 104,150 $10.5M 0.11% +101,284 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,917 shares 112,917 $10.4M 0.11% new 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: 27,999 shares; 2024Q4: 30,276 shares; 2025Q1: 31,545 shares; 2025Q2: 31,445 shares; 2025Q3: 32,556 shares; 2025Q4: 35,341 shares; 2026Q1: 29,478 shares 29,478 $10.4M 0.11% -5,863 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: 4,546 shares; 2024Q4: 4,555 shares; 2025Q1: 4,419 shares; 2025Q2: 5,061 shares; 2025Q3: 6,692 shares; 2025Q4: 7,764 shares; 2026Q1: 7,805 shares 7,805 $10.3M 0.11% +41 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: not reported; 2024Q4: 21,891 shares; 2025Q1: not reported; 2025Q2: 6,840 shares; 2025Q3: 5,952 shares; 2025Q4: 5,133 shares; 2026Q1: 26,837 shares 26,837 $10.3M 0.11% +21,704 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237,809 shares 237,809 $10.1M 0.11% new 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: 76,937 shares; 2024Q4: 80,274 shares; 2025Q1: 79,378 shares; 2025Q2: 79,082 shares; 2025Q3: 72,224 shares; 2025Q4: 64,567 shares; 2026Q1: 59,740 shares 59,740 $10.1M 0.11% -4,827 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 25,432 shares; 2025Q1: 4,640 shares; 2025Q2: 6,039 shares; 2025Q3: 6,245 shares; 2025Q4: 6,254 shares; 2026Q1: 102,570 shares 102,570 $9.91M 0.11% +96,316 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,528 shares 189,528 $9.89M 0.11% new Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391,689 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,731 shares 233,731 $9.85M 0.11% new 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: 35,930 shares; 2025Q1: 41,252 shares; 2025Q2: 40,588 shares; 2025Q3: 41,524 shares; 2025Q4: 43,542 shares; 2026Q1: 46,071 shares 46,071 $9.84M 0.11% +2,529 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,473 shares 197,473 $9.75M 0.1% new 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: 37,071 shares; 2024Q4: 51,995 shares; 2025Q1: 59,519 shares; 2025Q2: 62,707 shares; 2025Q3: 73,486 shares; 2025Q4: 70,089 shares; 2026Q1: 65,827 shares 65,827 $9.68M 0.1% -4,262 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 493,875 shares 493,875 $9.65M 0.1% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,792 shares 96,792 $9.62M 0.1% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,132 shares; 2025Q1: 53,654 shares; 2025Q2: 50,366 shares; 2025Q3: 38,731 shares; 2025Q4: 36,145 shares; 2026Q1: 197,346 shares 197,346 $9.61M 0.1% +161,201 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: 49,587 shares; 2024Q4: 100,721 shares; 2025Q1: 57,672 shares; 2025Q2: 70,593 shares; 2025Q3: 73,811 shares; 2025Q4: 74,582 shares; 2026Q1: 123,122 shares 123,122 $9.49M 0.1% +48,540 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: not reported; 2024Q4: 554,301 shares; 2025Q1: 7,406 shares; 2025Q2: 14,679 shares; 2025Q3: 14,412 shares; 2025Q4: 18,706 shares; 2026Q1: 190,505 shares 190,505 $9.41M 0.1% +171,799 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,754 shares 41,754 $9.38M 0.1% new 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: 14,563 shares; 2024Q4: 13,256 shares; 2025Q1: 16,113 shares; 2025Q2: 26,150 shares; 2025Q3: 28,379 shares; 2025Q4: 23,955 shares; 2026Q1: 165,300 shares 165,300 $9.37M 0.1% +141,345 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363,585 shares 363,585 $9.28M 0.1% new 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: 21,157 shares; 2024Q4: 22,036 shares; 2025Q1: 23,656 shares; 2025Q2: 24,941 shares; 2025Q3: 25,122 shares; 2025Q4: 23,217 shares; 2026Q1: 15,312 shares 15,312 $9.25M 0.1% -7,905 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: not reported; 2024Q4: 18,542 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,144 shares 28,144 $9.25M 0.1% new Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261,114 shares 261,114 $9.23M 0.1% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 24,735 shares; 2025Q1: 3,912 shares; 2025Q2: 4,913 shares; 2025Q3: 4,810 shares; 2025Q4: 4,533 shares; 2026Q1: 97,343 shares 97,343 $9.21M 0.1% +92,810 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,208 shares 106,208 $9.2M 0.1% new 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: not reported; 2024Q4: 51,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,284 shares 54,284 $9.17M 0.1% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,562 shares; 2025Q1: 14,668 shares; 2025Q2: 40,896 shares; 2025Q3: 43,953 shares; 2025Q4: 59,982 shares; 2026Q1: 180,533 shares 180,533 $9.01M 0.1% +120,551 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: 49,916 shares; 2024Q4: 49,565 shares; 2025Q1: 44,730 shares; 2025Q2: 45,531 shares; 2025Q3: 61,284 shares; 2025Q4: 60,242 shares; 2026Q1: 46,589 shares 46,589 $8.99M 0.1% -13,653 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares; 2025Q3: 5,973 shares; 2025Q4: 6,064 shares; 2026Q1: 6,503 shares 6,503 $8.97M 0.1% +439 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: not reported; 2024Q4: 107,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,787 shares 91,787 $8.88M 0.1% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284,790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193,197 shares 193,197 $8.87M 0.1% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,787 shares; 2025Q3: 27,713 shares; 2025Q4: 90,767 shares; 2026Q1: 209,190 shares 209,190 $8.78M 0.09% +118,423 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,768 shares; 2024Q4: 21,560 shares; 2025Q1: 20,871 shares; 2025Q2: 20,406 shares; 2025Q3: 27,132 shares; 2025Q4: 27,517 shares; 2026Q1: 27,448 shares 27,448 $8.73M 0.09% -69 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: 38,320 shares; 2024Q4: 40,323 shares; 2025Q1: 40,172 shares; 2025Q2: 35,003 shares; 2025Q3: 28,642 shares; 2025Q4: 29,780 shares; 2026Q1: 28,567 shares 28,567 $8.64M 0.09% -1,213 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: 18,894 shares; 2024Q4: 24,583 shares; 2025Q1: 22,581 shares; 2025Q2: 24,453 shares; 2025Q3: 26,646 shares; 2025Q4: 25,962 shares; 2026Q1: 25,281 shares 25,281 $8.64M 0.09% -681 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,239 shares 509,239 $8.51M 0.09% new 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: 22,943 shares; 2024Q4: 27,886 shares; 2025Q1: 28,627 shares; 2025Q2: 30,007 shares; 2025Q3: 29,409 shares; 2025Q4: 29,957 shares; 2026Q1: 29,961 shares 29,961 $8.5M 0.09% +4 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: not reported; 2024Q4: 73,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,748 shares; 2026Q1: 135,261 shares 135,261 $8.48M 0.09% +95,513 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,855 shares 115,855 $8.37M 0.09% new 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: 36,217 shares; 2024Q4: 43,286 shares; 2025Q1: 42,428 shares; 2025Q2: 39,935 shares; 2025Q3: 40,465 shares; 2025Q4: 38,746 shares; 2026Q1: 50,622 shares 50,622 $8.33M 0.09% +11,876 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 324,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,561 shares 204,561 $8.3M 0.09% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,803 shares 102,803 $8.29M 0.09% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,399 shares; 2024Q4: 123,853 shares; 2025Q1: 126,852 shares; 2025Q2: 121,171 shares; 2025Q3: 96,552 shares; 2025Q4: 94,425 shares; 2026Q1: 88,884 shares 88,884 $8.26M 0.09% -5,541 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: not reported; 2024Q4: 140,628 shares; 2025Q1: not reported; 2025Q2: 11,337 shares; 2025Q3: 12,037 shares; 2025Q4: 7,937 shares; 2026Q1: 166,673 shares 166,673 $8.25M 0.09% +158,736 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: 10,209 shares; 2024Q4: 11,073 shares; 2025Q1: 10,958 shares; 2025Q2: 12,695 shares; 2025Q3: 13,375 shares; 2025Q4: 18,303 shares; 2026Q1: 14,985 shares 14,985 $8.23M 0.09% -3,318 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: 73,183 shares; 2024Q4: 103,155 shares; 2025Q1: 105,026 shares; 2025Q2: 109,812 shares; 2025Q3: 118,104 shares; 2025Q4: 99,597 shares; 2026Q1: 105,373 shares 105,373 $8.18M 0.09% +5,776 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328,521 shares 328,521 $8.14M 0.09% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 327,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,229 shares 198,229 $8.09M 0.09% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842,311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 454,311 shares 454,311 $8.06M 0.09% new 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: not reported; 2024Q4: 27,885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,194 shares 37,194 $8.03M 0.09% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,189 shares; 2024Q4: 43,316 shares; 2025Q1: 43,846 shares; 2025Q2: 45,615 shares; 2025Q3: 50,215 shares; 2025Q4: 51,952 shares; 2026Q1: 49,775 shares 49,775 $7.98M 0.09% -2,177 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: 6,343 shares; 2024Q4: 136,542 shares; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 4,013 shares; 2025Q4: 6,685 shares; 2026Q1: 207,127 shares 207,127 $7.96M 0.09% +200,442 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,302 shares; 2024Q4: 43,447 shares; 2025Q1: 46,911 shares; 2025Q2: 44,021 shares; 2025Q3: 40,183 shares; 2025Q4: 38,000 shares; 2026Q1: 37,718 shares 37,718 $7.92M 0.09% -282 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: 90,925 shares; 2024Q4: 91,660 shares; 2025Q1: 88,961 shares; 2025Q2: 79,572 shares; 2025Q3: 78,300 shares; 2025Q4: 75,947 shares; 2026Q1: 59,669 shares 59,669 $7.88M 0.08% -16,278 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: 141,658 shares; 2024Q4: 154,447 shares; 2025Q1: 132,839 shares; 2025Q2: 126,724 shares; 2025Q3: 122,601 shares; 2025Q4: 124,600 shares; 2026Q1: 118,678 shares 118,678 $7.83M 0.08% -5,922 Timeline FXG 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: 67,941 shares; 2024Q4: 80,910 shares; 2025Q1: 62,359 shares; 2025Q2: 68,781 shares; 2025Q3: 76,614 shares; 2025Q4: 83,822 shares; 2026Q1: 122,894 shares 122,894 $7.83M 0.08% +39,072 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,060 shares 45,060 $7.8M 0.08% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469,311 shares 469,311 $7.72M 0.08% new 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: 70,252 shares; 2024Q4: 80,956 shares; 2025Q1: 85,660 shares; 2025Q2: 82,172 shares; 2025Q3: 82,461 shares; 2025Q4: 74,618 shares; 2026Q1: 67,698 shares 67,698 $7.68M 0.08% -6,920 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,535 shares 89,535 $7.6M 0.08% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,341 shares; 2024Q4: 403,687 shares; 2025Q1: 10,465 shares; 2025Q2: 9,551 shares; 2025Q3: 19,099 shares; 2025Q4: 36,678 shares; 2026Q1: 326,528 shares 326,528 $7.48M 0.08% +289,850 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,544 shares 216,544 $7.45M 0.08% new 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: not reported; 2024Q4: 9,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,870 shares 62,870 $7.45M 0.08% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,923 shares 265,923 $7.45M 0.08% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,454 shares 147,454 $7.44M 0.08% new 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: 181,872 shares; 2024Q4: 214,508 shares; 2025Q1: 292,143 shares; 2025Q2: 271,729 shares; 2025Q3: 277,166 shares; 2025Q4: 285,187 shares; 2026Q1: 255,266 shares 255,266 $7.4M 0.08% -29,921 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,422 shares 105,422 $7.37M 0.08% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,523 shares; 2026Q1: 98,773 shares 98,773 $7.34M 0.08% +93,250 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353,213 shares 353,213 $7.27M 0.08% new Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,979 shares; 2025Q1: not reported; 2025Q2: 33,435 shares; 2025Q3: 32,707 shares; 2025Q4: 95,968 shares; 2026Q1: 294,489 shares 294,489 $7.27M 0.08% +198,521 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,735 shares; 2026Q1: 161,098 shares 161,098 $7.23M 0.08% +139,363 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,249 shares; 2024Q4: 31,419 shares; 2025Q1: 32,718 shares; 2025Q2: 42,877 shares; 2025Q3: 36,998 shares; 2025Q4: 46,338 shares; 2026Q1: 59,542 shares 59,542 $7.22M 0.08% +13,204 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: 16,958 shares; 2024Q4: 126,955 shares; 2025Q1: 11,965 shares; 2025Q2: 11,736 shares; 2025Q3: 11,837 shares; 2025Q4: 11,851 shares; 2026Q1: 137,037 shares 137,037 $7.21M 0.08% +125,186 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,170 shares 227,170 $7.21M 0.08% new 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: 55,986 shares; 2024Q4: 54,581 shares; 2025Q1: 39,326 shares; 2025Q2: 39,921 shares; 2025Q3: 36,656 shares; 2025Q4: 50,394 shares; 2026Q1: 52,997 shares 52,997 $7.21M 0.08% +2,603 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,916 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,222 shares 70,222 $7.18M 0.08% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,740 shares 70,740 $7.12M 0.08% new 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: not reported; 2024Q4: 52,777 shares; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 4,016 shares; 2025Q4: 3,387 shares; 2026Q1: 96,590 shares 96,590 $7.11M 0.08% +93,203 Timeline EDOW 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: 186,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,084 shares 175,084 $7.1M 0.08% new 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: 5,478 shares; 2024Q4: 7,021 shares; 2025Q1: 7,254 shares; 2025Q2: 8,570 shares; 2025Q3: 8,794 shares; 2025Q4: 9,474 shares; 2026Q1: 8,307 shares 8,307 $7.03M 0.08% -1,167 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,919 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,002 shares 45,002 $6.98M 0.07% new 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: 1,713 shares; 2024Q4: 77,554 shares; 2025Q1: not reported; 2025Q2: 4,012 shares; 2025Q3: 3,865 shares; 2025Q4: 4,903 shares; 2026Q1: 42,643 shares 42,643 $6.9M 0.07% +37,740 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,551 shares; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 47,476 shares 47,476 $6.88M 0.07% +44,414 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: 110,056 shares; 2024Q4: 112,390 shares; 2025Q1: 94,362 shares; 2025Q2: 101,259 shares; 2025Q3: 143,877 shares; 2025Q4: 171,388 shares; 2026Q1: 100,539 shares 100,539 $6.85M 0.07% -70,849 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: not reported; 2024Q4: 21,256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares; 2026Q1: 61,802 shares 61,802 $6.82M 0.07% +59,753 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: 43,832 shares; 2024Q4: 54,907 shares; 2025Q1: 54,808 shares; 2025Q2: 47,775 shares; 2025Q3: 67,103 shares; 2025Q4: 71,015 shares; 2026Q1: 77,755 shares 77,755 $6.74M 0.07% +6,740 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: 45,759 shares; 2024Q4: 44,670 shares; 2025Q1: 42,959 shares; 2025Q2: 39,231 shares; 2025Q3: 40,991 shares; 2025Q4: 37,897 shares; 2026Q1: 41,927 shares 41,927 $6.7M 0.07% +4,030 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,776 shares; 2025Q1: 3,714 shares; 2025Q2: 8,496 shares; 2025Q3: 10,112 shares; 2025Q4: 9,871 shares; 2026Q1: 87,541 shares 87,541 $6.65M 0.07% +77,670 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: not reported; 2024Q4: 50,774 shares; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 602 shares; 2025Q4: 575 shares; 2026Q1: 14,237 shares 14,237 $6.59M 0.07% +13,662 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,001 shares 229,001 $6.58M 0.07% new 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: 38,437 shares; 2024Q4: 46,258 shares; 2025Q1: 39,387 shares; 2025Q2: 41,917 shares; 2025Q3: 64,297 shares; 2025Q4: 65,569 shares; 2026Q1: 66,827 shares 66,827 $6.57M 0.07% +1,258 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: 9,931 shares; 2024Q4: 70,796 shares; 2025Q1: not reported; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares; 2025Q4: not reported; 2026Q1: 70,908 shares 70,908 $6.57M 0.07% new 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: 15,955 shares; 2024Q4: 17,734 shares; 2025Q1: 23,642 shares; 2025Q2: 25,086 shares; 2025Q3: 26,453 shares; 2025Q4: 29,052 shares; 2026Q1: 31,442 shares 31,442 $6.54M 0.07% +2,390 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: 130,940 shares; 2024Q4: 138,164 shares; 2025Q1: 135,866 shares; 2025Q2: 134,387 shares; 2025Q3: 132,929 shares; 2025Q4: 188,658 shares; 2026Q1: 172,578 shares 172,578 $6.53M 0.07% -16,080 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,510 shares 172,510 $6.47M 0.07% new Timeline FXN 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: 182,778 shares; 2025Q1: not reported; 2025Q2: 156,601 shares; 2025Q3: 163,179 shares; 2025Q4: 170,591 shares; 2026Q1: 285,046 shares 285,046 $6.4M 0.07% +114,455 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: 234,455 shares; 2024Q4: 247,805 shares; 2025Q1: 263,936 shares; 2025Q2: 230,680 shares; 2025Q3: 214,176 shares; 2025Q4: 227,518 shares; 2026Q1: 227,768 shares 227,768 $6.4M 0.07% +250 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: 8,547 shares; 2024Q4: 10,129 shares; 2025Q1: 11,977 shares; 2025Q2: 11,628 shares; 2025Q3: 11,471 shares; 2025Q4: 11,434 shares; 2026Q1: 11,319 shares 11,319 $6.38M 0.07% -115 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: not reported; 2024Q4: 99,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,847 shares 90,847 $6.38M 0.07% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,466 shares; 2025Q3: 28,500 shares; 2025Q4: 98,407 shares; 2026Q1: 232,937 shares 232,937 $6.37M 0.07% +134,530 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: 24,985 shares; 2024Q4: 27,740 shares; 2025Q1: 30,820 shares; 2025Q2: 30,591 shares; 2025Q3: 32,847 shares; 2025Q4: 32,320 shares; 2026Q1: 34,182 shares 34,182 $6.23M 0.07% +1,862 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,862 shares 270,862 $6.22M 0.07% new 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: 3,122 shares; 2024Q4: 3,894 shares; 2025Q1: 3,816 shares; 2025Q2: 3,680 shares; 2025Q3: 3,684 shares; 2025Q4: 4,016 shares; 2026Q1: 4,215 shares 4,215 $6.21M 0.07% +199 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,312 shares; 2025Q1: 50,581 shares; 2025Q2: 52,002 shares; 2025Q3: 57,254 shares; 2025Q4: 49,468 shares; 2026Q1: 74,225 shares 74,225 $6.14M 0.07% +24,757 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,893 shares; 2024Q4: 52,985 shares; 2025Q1: 58,108 shares; 2025Q2: 56,826 shares; 2025Q3: 52,753 shares; 2025Q4: 46,793 shares; 2026Q1: 49,174 shares 49,174 $6.14M 0.07% +2,381 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: 63,667 shares; 2024Q4: 76,972 shares; 2025Q1: 81,932 shares; 2025Q2: 80,212 shares; 2025Q3: 83,931 shares; 2025Q4: 86,721 shares; 2026Q1: 77,047 shares 77,047 $6.13M 0.07% -9,674 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: not reported; 2024Q4: 32,724 shares; 2025Q1: 5,370 shares; 2025Q2: 6,081 shares; 2025Q3: 5,930 shares; 2025Q4: 5,969 shares; 2026Q1: 42,998 shares 42,998 $6.12M 0.07% +37,029 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,997 shares; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,883 shares; 2025Q4: 3,820 shares; 2026Q1: 55,006 shares 55,006 $6.1M 0.07% +51,186 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,860 shares; 2024Q4: 35,463 shares; 2025Q1: 38,340 shares; 2025Q2: 36,307 shares; 2025Q3: 45,495 shares; 2025Q4: 44,076 shares; 2026Q1: 46,110 shares 46,110 $6.04M 0.06% +2,034 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,605 shares; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,500 shares; 2025Q4: 2,592 shares; 2026Q1: 28,609 shares 28,609 $6.04M 0.06% +26,017 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: 33,861 shares; 2024Q4: 35,514 shares; 2025Q1: 33,213 shares; 2025Q2: 10,688 shares; 2025Q3: 13,292 shares; 2025Q4: 18,588 shares; 2026Q1: 16,861 shares 16,861 $6.03M 0.06% -1,727 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,501 shares; 2024Q4: 28,177 shares; 2025Q1: 28,180 shares; 2025Q2: 27,527 shares; 2025Q3: 27,263 shares; 2025Q4: 27,456 shares; 2026Q1: 29,181 shares 29,181 $5.97M 0.06% +1,725 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,816 shares 69,816 $5.93M 0.06% new 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: 42,471 shares; 2024Q4: 45,471 shares; 2025Q1: 48,070 shares; 2025Q2: 45,387 shares; 2025Q3: 45,824 shares; 2025Q4: 46,294 shares; 2026Q1: 45,866 shares 45,866 $5.91M 0.06% -428 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,046 shares 95,046 $5.9M 0.06% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,540 shares; 2024Q4: 66,418 shares; 2025Q1: 65,326 shares; 2025Q2: 63,888 shares; 2025Q3: 63,427 shares; 2025Q4: 62,647 shares; 2026Q1: 51,047 shares 51,047 $5.87M 0.06% -11,600 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,010 shares 110,010 $5.8M 0.06% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,985 shares; 2025Q1: not reported; 2025Q2: 4,059 shares; 2025Q3: 12,079 shares; 2025Q4: 12,762 shares; 2026Q1: 61,138 shares 61,138 $5.76M 0.06% +48,376 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: not reported; 2024Q4: 44,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,772 shares 104,772 $5.76M 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,179 shares; 2024Q4: 36,104 shares; 2025Q1: 34,253 shares; 2025Q2: 24,951 shares; 2025Q3: 31,977 shares; 2025Q4: 32,249 shares; 2026Q1: 21,252 shares 21,252 $5.75M 0.06% -10,997 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: 3,577 shares; 2024Q4: 3,318 shares; 2025Q1: 4,188 shares; 2025Q2: 19,650 shares; 2025Q3: 21,848 shares; 2025Q4: 22,657 shares; 2026Q1: 22,930 shares 22,930 $5.66M 0.06% +273 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,352 shares 188,352 $5.66M 0.06% new 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: 1,286 shares; 2024Q4: 18,867 shares; 2025Q1: 2,997 shares; 2025Q2: 3,085 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 26,333 shares 26,333 $5.63M 0.06% +22,952 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: 14,335 shares; 2024Q4: 17,303 shares; 2025Q1: 18,288 shares; 2025Q2: 23,334 shares; 2025Q3: 76,708 shares; 2025Q4: 101,855 shares; 2026Q1: 63,736 shares 63,736 $5.62M 0.06% -38,119 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: 5,844 shares; 2024Q4: 6,940 shares; 2025Q1: 7,009 shares; 2025Q2: 7,595 shares; 2025Q3: 7,640 shares; 2025Q4: 7,570 shares; 2026Q1: 8,199 shares 8,199 $5.59M 0.06% +629 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,231 shares; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 9,720 shares; 2025Q4: 6,220 shares; 2026Q1: 109,288 shares 109,288 $5.59M 0.06% +103,068 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,930 shares; 2025Q1: not reported; 2025Q2: 37,390 shares; 2025Q3: 38,663 shares; 2025Q4: 36,759 shares; 2026Q1: 109,749 shares 109,749 $5.59M 0.06% +72,990 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: not reported; 2024Q4: 22,249 shares; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,626 shares; 2025Q4: 1,778 shares; 2026Q1: 30,798 shares 30,798 $5.59M 0.06% +29,020 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: 45,719 shares; 2024Q4: 71,049 shares; 2025Q1: 76,073 shares; 2025Q2: 73,685 shares; 2025Q3: 87,635 shares; 2025Q4: 81,435 shares; 2026Q1: 91,748 shares 91,748 $5.56M 0.06% +10,313 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: not reported; 2024Q4: 126,903 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,096 shares 109,096 $5.56M 0.06% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,592 shares 123,592 $5.53M 0.06% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138,498 shares; 2025Q1: 8,873 shares; 2025Q2: 9,222 shares; 2025Q3: 14,361 shares; 2025Q4: 14,070 shares; 2026Q1: 140,592 shares 140,592 $5.5M 0.06% +126,522 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,777 shares; 2025Q1: not reported; 2025Q2: 33,185 shares; 2025Q3: 40,721 shares; 2025Q4: 42,428 shares; 2026Q1: 114,992 shares 114,992 $5.5M 0.06% +72,564 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: not reported; 2024Q4: 128,159 shares; 2025Q1: 10,836 shares; 2025Q2: 12,538 shares; 2025Q3: 20,626 shares; 2025Q4: 18,199 shares; 2026Q1: 242,226 shares 242,226 $5.43M 0.06% +224,027 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: not reported; 2024Q4: 15,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,772 shares 19,772 $5.38M 0.06% new 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: 57,774 shares; 2024Q4: 56,888 shares; 2025Q1: 60,493 shares; 2025Q2: 58,703 shares; 2025Q3: 60,453 shares; 2025Q4: 62,216 shares; 2026Q1: 55,822 shares 55,822 $5.38M 0.06% -6,394 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares; 2026Q1: 91,360 shares 91,360 $5.32M 0.06% +85,283 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,679 shares; 2025Q1: 3,581 shares; 2025Q2: 3,704 shares; 2025Q3: 3,803 shares; 2025Q4: 11,594 shares; 2026Q1: 11,197 shares 11,197 $5.31M 0.06% -397 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,340 shares; 2026Q1: 107,350 shares 107,350 $5.31M 0.06% +103,010 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: not reported; 2024Q4: 18,034 shares; 2025Q1: 10,923 shares; 2025Q2: 10,552 shares; 2025Q3: 17,292 shares; 2025Q4: 18,291 shares; 2026Q1: 237,958 shares 237,958 $5.3M 0.06% +219,667 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,954 shares 51,954 $5.29M 0.06% new 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: not reported; 2024Q4: 62,738 shares; 2025Q1: 26,175 shares; 2025Q2: 25,087 shares; 2025Q3: 30,207 shares; 2025Q4: 26,728 shares; 2026Q1: 66,640 shares 66,640 $5.28M 0.06% +39,912 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,098 shares 156,098 $5.27M 0.06% new Timeline FSIG 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: 514,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277,945 shares 277,945 $5.26M 0.06% new 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: 4,910 shares; 2024Q4: 7,608 shares; 2025Q1: 11,301 shares; 2025Q2: 15,729 shares; 2025Q3: 17,944 shares; 2025Q4: 19,913 shares; 2026Q1: 18,663 shares 18,663 $5.21M 0.06% -1,250 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: not reported; 2024Q4: 38,229 shares; 2025Q1: 5,916 shares; 2025Q2: 19,083 shares; 2025Q3: 15,727 shares; 2025Q4: 15,958 shares; 2026Q1: 53,565 shares 53,565 $5.2M 0.06% +37,607 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: 69,318 shares; 2024Q4: 75,267 shares; 2025Q1: 71,816 shares; 2025Q2: 69,296 shares; 2025Q3: 68,396 shares; 2025Q4: 69,646 shares; 2026Q1: 50,132 shares 50,132 $5.15M 0.06% -19,514 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: 30,674 shares; 2024Q4: 16,232 shares; 2025Q1: 16,122 shares; 2025Q2: 17,280 shares; 2025Q3: 16,829 shares; 2025Q4: 16,229 shares; 2026Q1: 13,093 shares 13,093 $5.11M 0.05% -3,136 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375,423 shares; 2025Q1: 28,945 shares; 2025Q2: 26,568 shares; 2025Q3: 33,529 shares; 2025Q4: 29,482 shares; 2026Q1: 86,555 shares 86,555 $5.07M 0.05% +57,073 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: not reported; 2024Q4: 275,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202,703 shares 202,703 $5.02M 0.05% new 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: 12,523 shares; 2024Q4: 9,936 shares; 2025Q1: 10,043 shares; 2025Q2: 8,722 shares; 2025Q3: 8,922 shares; 2025Q4: 10,276 shares; 2026Q1: 10,187 shares 10,187 $5.01M 0.05% -89 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 1,166,274 shares; 2025Q1: 12,594 shares; 2025Q2: 21,162 shares; 2025Q3: 21,658 shares; 2025Q4: 34,183 shares; 2026Q1: 188,930 shares 188,930 $4.97M 0.05% +154,747 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,524 shares; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,804 shares; 2025Q4: 4,048 shares; 2026Q1: 44,400 shares 44,400 $4.94M 0.05% +40,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,123 shares 105,123 $4.88M 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,957 shares; 2025Q1: 104,925 shares; 2025Q2: 111,743 shares; 2025Q3: 103,542 shares; 2025Q4: 93,637 shares; 2026Q1: 39,519 shares 39,519 $4.85M 0.05% -54,118 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,069 shares; 2025Q1: 2,279 shares; 2025Q2: 1,166 shares; 2025Q3: 1,225 shares; 2025Q4: 3,182 shares; 2026Q1: 44,496 shares 44,496 $4.85M 0.05% +41,314 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: not reported; 2024Q4: 21,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 13,887 shares; 2026Q1: 51,603 shares 51,603 $4.85M 0.05% +37,716 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: 35,119 shares; 2024Q4: 41,543 shares; 2025Q1: 43,202 shares; 2025Q2: 63,355 shares; 2025Q3: 68,972 shares; 2025Q4: 70,087 shares; 2026Q1: 66,017 shares 66,017 $4.75M 0.05% -4,070 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: 3,460 shares; 2024Q4: 4,883 shares; 2025Q1: 5,631 shares; 2025Q2: 5,930 shares; 2025Q3: 5,424 shares; 2025Q4: 8,401 shares; 2026Q1: 8,757 shares 8,757 $4.71M 0.05% +356 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: 40,210 shares; 2024Q4: 34,349 shares; 2025Q1: 39,103 shares; 2025Q2: 36,889 shares; 2025Q3: 39,217 shares; 2025Q4: 55,111 shares; 2026Q1: 50,129 shares 50,129 $4.71M 0.05% -4,982 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,775 shares 56,775 $4.7M 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,730 shares; 2024Q4: 32,128 shares; 2025Q1: 34,435 shares; 2025Q2: 33,020 shares; 2025Q3: 33,370 shares; 2025Q4: 33,032 shares; 2026Q1: 33,486 shares 33,486 $4.67M 0.05% +454 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,306 shares 43,306 $4.65M 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 8,217 shares; 2025Q1: 9,492 shares; 2025Q2: 9,624 shares; 2025Q3: 9,633 shares; 2025Q4: 50,529 shares; 2026Q1: 44,358 shares 44,358 $4.64M 0.05% -6,171 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,090 shares 36,090 $4.58M 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,169 shares; 2024Q4: 29,517 shares; 2025Q1: 30,652 shares; 2025Q2: 39,965 shares; 2025Q3: 42,538 shares; 2025Q4: 42,750 shares; 2026Q1: 21,919 shares 21,919 $4.56M 0.05% -20,831 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: not reported; 2024Q4: 8,890 shares; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 5,078 shares; 2025Q4: 5,198 shares; 2026Q1: 20,810 shares 20,810 $4.55M 0.05% +15,612 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: not reported; 2024Q4: 25,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,025 shares 30,025 $4.55M 0.05% new Timeline ICSH ISHARES 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: 94,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,177 shares 89,177 $4.51M 0.05% new 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: 20,846 shares; 2024Q4: 81,794 shares; 2025Q1: 33,680 shares; 2025Q2: 26,299 shares; 2025Q3: 26,258 shares; 2025Q4: 68,889 shares; 2026Q1: 182,235 shares 182,235 $4.51M 0.05% +113,346 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: 69,429 shares; 2024Q4: 94,621 shares; 2025Q1: 74,725 shares; 2025Q2: 117,725 shares; 2025Q3: 130,449 shares; 2025Q4: 181,579 shares; 2026Q1: 157,022 shares 157,022 $4.51M 0.05% -24,557 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: 14,888 shares; 2024Q4: 18,119 shares; 2025Q1: 17,421 shares; 2025Q2: 17,459 shares; 2025Q3: 20,007 shares; 2025Q4: 21,124 shares; 2026Q1: 22,562 shares 22,562 $4.49M 0.05% +1,438 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,608 shares; 2024Q4: 298,314 shares; 2025Q1: 10,608 shares; 2025Q2: 10,608 shares; 2025Q3: 10,608 shares; 2025Q4: 14,129 shares; 2026Q1: 371,808 shares 371,808 $4.48M 0.05% +357,679 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,307 shares; 2025Q1: 12,624 shares; 2025Q2: 9,688 shares; 2025Q3: 15,974 shares; 2025Q4: 34,662 shares; 2026Q1: 121,281 shares 121,281 $4.47M 0.05% +86,619 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,555 shares 99,555 $4.46M 0.05% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,720 shares; 2025Q1: 37,678 shares; 2025Q2: 39,378 shares; 2025Q3: 39,378 shares; 2025Q4: 39,378 shares; 2026Q1: 93,768 shares 93,768 $4.46M 0.05% +54,390 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: not reported; 2024Q4: 55,469 shares; 2025Q1: 10,333 shares; 2025Q2: 12,442 shares; 2025Q3: 23,860 shares; 2025Q4: 64,403 shares; 2026Q1: 92,598 shares 92,598 $4.45M 0.05% +28,195 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: 4,165 shares; 2024Q4: 113,367 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares; 2025Q3: 12,411 shares; 2025Q4: 10,098 shares; 2026Q1: 144,057 shares 144,057 $4.39M 0.05% +133,959 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,185 shares; 2025Q1: 9,510 shares; 2025Q2: 10,302 shares; 2025Q3: 17,563 shares; 2025Q4: 18,219 shares; 2026Q1: 45,953 shares 45,953 $4.39M 0.05% +27,734 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: 17,562 shares; 2024Q4: 18,791 shares; 2025Q1: 16,988 shares; 2025Q2: 16,992 shares; 2025Q3: 16,402 shares; 2025Q4: 15,868 shares; 2026Q1: 8,820 shares 8,820 $4.37M 0.05% -7,048 Timeline FXL 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: 78,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,249 shares 27,249 $4.33M 0.05% new 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: 61,187 shares; 2024Q4: 62,956 shares; 2025Q1: 58,153 shares; 2025Q2: 51,779 shares; 2025Q3: 48,054 shares; 2025Q4: 43,818 shares; 2026Q1: 18,813 shares 18,813 $4.32M 0.05% -25,005 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.05% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,637 shares 98,637 $4.31M 0.05% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 11,298 shares; 2025Q1: 11,229 shares; 2025Q2: 11,834 shares; 2025Q3: 13,364 shares; 2025Q4: 13,345 shares; 2026Q1: 10,105 shares 10,105 $4.3M 0.05% -3,240 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,158 shares; 2025Q1: not reported; 2025Q2: 12,305 shares; 2025Q3: 23,412 shares; 2025Q4: 18,030 shares; 2026Q1: 46,799 shares 46,799 $4.29M 0.05% +28,769 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,433 shares; 2025Q1: 3,950 shares; 2025Q2: 4,582 shares; 2025Q3: 3,441 shares; 2025Q4: 3,655 shares; 2026Q1: 52,160 shares 52,160 $4.28M 0.05% +48,505 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,776 shares; 2024Q4: 66,488 shares; 2025Q1: 71,120 shares; 2025Q2: 72,762 shares; 2025Q3: 78,203 shares; 2025Q4: 79,928 shares; 2026Q1: 82,196 shares 82,196 $4.28M 0.05% +2,268 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: 35,103 shares; 2024Q4: 43,343 shares; 2025Q1: 43,884 shares; 2025Q2: 44,417 shares; 2025Q3: 43,126 shares; 2025Q4: 35,492 shares; 2026Q1: 22,857 shares 22,857 $4.27M 0.05% -12,635 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,631 shares 16,631 $4.22M 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,464 shares; 2024Q4: 72,088 shares; 2025Q1: 72,776 shares; 2025Q2: 69,315 shares; 2025Q3: 73,196 shares; 2025Q4: 76,807 shares; 2026Q1: 68,270 shares 68,270 $4.22M 0.05% -8,537 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,443 shares 96,443 $4.22M 0.05% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,369 shares; 2024Q4: 61,385 shares; 2025Q1: 60,941 shares; 2025Q2: 61,041 shares; 2025Q3: 61,078 shares; 2025Q4: 61,262 shares; 2026Q1: 60,838 shares 60,838 $4.21M 0.05% -424 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 9,120 shares; 2025Q1: 8,986 shares; 2025Q2: 10,124 shares; 2025Q3: 8,900 shares; 2025Q4: 7,326 shares; 2026Q1: 23,347 shares 23,347 $4.19M 0.04% +16,021 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,581 shares 116,581 $4.19M 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,758 shares; 2024Q4: 89,480 shares; 2025Q1: 97,825 shares; 2025Q2: 97,645 shares; 2025Q3: 102,161 shares; 2025Q4: 105,162 shares; 2026Q1: 77,113 shares 77,113 $4.17M 0.04% -28,049 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,730 shares 71,730 $4.15M 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,483 shares; 2025Q1: 3,619 shares; 2025Q2: 3,454 shares; 2025Q3: 3,589 shares; 2025Q4: 4,419 shares; 2026Q1: 4,290 shares 4,290 $4.13M 0.04% -129 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,808 shares; 2024Q4: 288,382 shares; 2025Q1: 317,527 shares; 2025Q2: 318,111 shares; 2025Q3: 302,846 shares; 2025Q4: 301,601 shares; 2026Q1: 213,499 shares 213,499 $4.12M 0.04% -88,102 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: not reported; 2024Q4: 37,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,605 shares 43,605 $4.08M 0.04% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,549 shares; 2025Q1: 54,626 shares; 2025Q2: 57,021 shares; 2025Q3: 70,180 shares; 2025Q4: 60,893 shares; 2026Q1: 68,439 shares 68,439 $4.08M 0.04% +7,546 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 920 shares; 2025Q1: 921 shares; 2025Q2: 939 shares; 2025Q3: 950 shares; 2025Q4: 945 shares; 2026Q1: 967 shares 967 $4.07M 0.04% +22 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,096 shares 149,096 $4.07M 0.04% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 47,936 shares; 2025Q1: 4,795 shares; 2025Q2: 5,800 shares; 2025Q3: 5,738 shares; 2025Q4: 5,893 shares; 2026Q1: 47,469 shares 47,469 $4.04M 0.04% +41,576 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,306 shares 33,306 $4.04M 0.04% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,476 shares 89,476 $4.03M 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,393 shares; 2024Q4: 41,828 shares; 2025Q1: 41,137 shares; 2025Q2: 39,337 shares; 2025Q3: 39,181 shares; 2025Q4: 38,705 shares; 2026Q1: 36,734 shares 36,734 $4.03M 0.04% -1,971 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: not reported; 2024Q4: 127,367 shares; 2025Q1: 10,558 shares; 2025Q2: 12,289 shares; 2025Q3: 19,993 shares; 2025Q4: not reported; 2026Q1: 175,119 shares 175,119 $4.01M 0.04% new 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: not reported; 2024Q4: 31,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,312 shares; 2026Q1: 48,300 shares 48,300 $3.99M 0.04% +44,988 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247,485 shares 247,485 $3.98M 0.04% new 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: not reported; 2024Q4: 17,414 shares; 2025Q1: 6,606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,303 shares 79,303 $3.97M 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 7,364 shares; 2025Q1: 8,774 shares; 2025Q2: 8,490 shares; 2025Q3: 8,203 shares; 2025Q4: 7,404 shares; 2026Q1: 11,059 shares 11,059 $3.94M 0.04% +3,655 Timeline FSGS 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: 39,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,085 shares 134,085 $3.92M 0.04% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,814 shares 74,814 $3.9M 0.04% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,821 shares; 2024Q4: 17,534 shares; 2025Q1: 16,868 shares; 2025Q2: 17,153 shares; 2025Q3: 19,245 shares; 2025Q4: 19,118 shares; 2026Q1: 18,387 shares 18,387 $3.89M 0.04% -731 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: 1,578 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 41,849 shares; 2025Q3: 42,065 shares; 2025Q4: 43,330 shares; 2026Q1: 41,879 shares 41,879 $3.87M 0.04% -1,451 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: 33,054 shares; 2024Q4: 35,161 shares; 2025Q1: 35,697 shares; 2025Q2: 35,964 shares; 2025Q3: 37,002 shares; 2025Q4: 37,113 shares; 2026Q1: 15,934 shares 15,934 $3.87M 0.04% -21,179 Timeline IGRO ISHARES 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: 46,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,864 shares 45,864 $3.84M 0.04% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,586 shares 208,586 $3.84M 0.04% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,949 shares 41,949 $3.83M 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,708 shares; 2024Q4: 80,103 shares; 2025Q1: 110,907 shares; 2025Q2: 76,844 shares; 2025Q3: 72,908 shares; 2025Q4: 107,739 shares; 2026Q1: 86,776 shares 86,776 $3.83M 0.04% -20,963 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: 80,580 shares; 2024Q4: 106,020 shares; 2025Q1: 122,646 shares; 2025Q2: 111,029 shares; 2025Q3: 112,358 shares; 2025Q4: 122,259 shares; 2026Q1: 113,360 shares 113,360 $3.8M 0.04% -8,899 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,193 shares; 2025Q1: 9,812 shares; 2025Q2: 29,762 shares; 2025Q3: 31,239 shares; 2025Q4: 31,065 shares; 2026Q1: 54,626 shares 54,626 $3.79M 0.04% +23,561 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: 42,010 shares; 2024Q4: 43,819 shares; 2025Q1: 37,263 shares; 2025Q2: 37,250 shares; 2025Q3: 34,476 shares; 2025Q4: 28,352 shares; 2026Q1: 16,746 shares 16,746 $3.79M 0.04% -11,606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,608 shares; 2025Q4: 75,965 shares; 2026Q1: 80,394 shares 80,394 $3.78M 0.04% +4,429 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: 14,271 shares; 2024Q4: 32,233 shares; 2025Q1: 33,116 shares; 2025Q2: 32,527 shares; 2025Q3: 32,455 shares; 2025Q4: 32,910 shares; 2026Q1: 33,400 shares 33,400 $3.75M 0.04% +490 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: 20,904 shares; 2024Q4: 25,452 shares; 2025Q1: 26,684 shares; 2025Q2: 17,976 shares; 2025Q3: 19,258 shares; 2025Q4: 18,848 shares; 2026Q1: 19,210 shares 19,210 $3.73M 0.04% +362 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: not reported; 2024Q4: 97,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,710 shares 39,710 $3.67M 0.04% new 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: 22,639 shares; 2024Q4: 26,907 shares; 2025Q1: 28,166 shares; 2025Q2: 26,815 shares; 2025Q3: 29,323 shares; 2025Q4: 29,457 shares; 2026Q1: 32,387 shares 32,387 $3.67M 0.04% +2,930 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,410 shares; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 3,512 shares; 2025Q4: 3,512 shares; 2026Q1: 29,101 shares 29,101 $3.66M 0.04% +25,589 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,888 shares; 2025Q4: 82,381 shares; 2026Q1: 87,741 shares 87,741 $3.64M 0.04% +5,360 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,272 shares; 2025Q4: 70,636 shares; 2026Q1: 163,806 shares 163,806 $3.63M 0.04% +93,170 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,822 shares; 2024Q4: 19,980 shares; 2025Q1: 19,029 shares; 2025Q2: 45,358 shares; 2025Q3: 67,056 shares; 2025Q4: 77,469 shares; 2026Q1: 77,548 shares 77,548 $3.6M 0.04% +79 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: 4,320 shares; 2024Q4: 107,603 shares; 2025Q1: 16,238 shares; 2025Q2: 8,774 shares; 2025Q3: 8,386 shares; 2025Q4: 8,485 shares; 2026Q1: 115,073 shares 115,073 $3.56M 0.04% +106,588 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 33,298 shares; 2025Q1: 33,357 shares; 2025Q2: 32,931 shares; 2025Q3: 32,757 shares; 2025Q4: 33,306 shares; 2026Q1: 34,982 shares 34,982 $3.55M 0.04% +1,676 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,251 shares 49,251 $3.53M 0.04% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,758 shares 92,758 $3.52M 0.04% new 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: 8,604 shares; 2024Q4: 8,249 shares; 2025Q1: 8,345 shares; 2025Q2: 8,161 shares; 2025Q3: 9,108 shares; 2025Q4: 9,017 shares; 2026Q1: 4,807 shares 4,807 $3.5M 0.04% -4,210 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,148 shares 77,148 $3.48M 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,957 shares; 2024Q4: 84,488 shares; 2025Q1: 76,761 shares; 2025Q2: 73,344 shares; 2025Q3: 80,103 shares; 2025Q4: 85,835 shares; 2026Q1: 84,206 shares 84,206 $3.46M 0.04% -1,629 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: not reported; 2024Q4: 19,339 shares; 2025Q1: 4,584 shares; 2025Q2: 4,511 shares; 2025Q3: 5,012 shares; 2025Q4: 4,898 shares; 2026Q1: 65,503 shares 65,503 $3.44M 0.04% +60,605 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,594 shares 68,594 $3.43M 0.04% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 4,751 shares; 2026Q1: 43,290 shares 43,290 $3.39M 0.04% +38,539 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,154 shares 38,154 $3.38M 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,958 shares; 2024Q4: 32,602 shares; 2025Q1: 34,804 shares; 2025Q2: 36,139 shares; 2025Q3: 36,462 shares; 2025Q4: 35,156 shares; 2026Q1: 23,307 shares 23,307 $3.37M 0.04% -11,849 Timeline SFLR 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: not reported; 2026Q1: 95,048 shares 95,048 $3.37M 0.04% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,978 shares; 2025Q1: 27,636 shares; 2025Q2: 25,941 shares; 2025Q3: 25,941 shares; 2025Q4: 25,941 shares; 2026Q1: 73,203 shares 73,203 $3.36M 0.04% +47,262 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,220 shares 112,220 $3.36M 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,027 shares 11,027 $3.33M 0.04% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,711 shares 122,711 $3.33M 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,636 shares; 2024Q4: 85,975 shares; 2025Q1: 85,885 shares; 2025Q2: 86,721 shares; 2025Q3: 87,277 shares; 2025Q4: 86,232 shares; 2026Q1: 84,676 shares 84,676 $3.31M 0.04% -1,556 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,428 shares 72,428 $3.3M 0.04% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,071 shares; 2025Q1: not reported; 2025Q2: 2,876 shares; 2025Q3: 3,592 shares; 2025Q4: 3,862 shares; 2026Q1: 10,505 shares 10,505 $3.3M 0.04% +6,643 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 8,149 shares; 2025Q1: 8,250 shares; 2025Q2: 8,080 shares; 2025Q3: 9,642 shares; 2025Q4: 9,581 shares; 2026Q1: 10,032 shares 10,032 $3.3M 0.04% +451 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: not reported; 2024Q4: 40,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,012 shares 69,012 $3.29M 0.04% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,939 shares; 2025Q1: 7,204 shares; 2025Q2: 10,927 shares; 2025Q3: 9,404 shares; 2025Q4: 9,624 shares; 2026Q1: 41,980 shares 41,980 $3.29M 0.04% +32,356 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: 18,698 shares; 2024Q4: 26,661 shares; 2025Q1: 24,056 shares; 2025Q2: 22,467 shares; 2025Q3: 18,960 shares; 2025Q4: 13,352 shares; 2026Q1: 13,525 shares 13,525 $3.29M 0.04% +173 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 29,780 shares; 2025Q1: 20,205 shares; 2025Q2: 24,833 shares; 2025Q3: 37,075 shares; 2025Q4: 31,031 shares; 2026Q1: 33,117 shares 33,117 $3.28M 0.04% +2,086 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,465 shares; 2025Q1: 13,430 shares; 2025Q2: 13,073 shares; 2025Q3: 13,273 shares; 2025Q4: 13,047 shares; 2026Q1: 13,168 shares 13,168 $3.25M 0.03% +121 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,015 shares; 2025Q3: 14,883 shares; 2025Q4: 37,965 shares; 2026Q1: 82,269 shares 82,269 $3.24M 0.03% +44,304 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: not reported; 2024Q4: 8,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,281 shares; 2026Q1: 13,434 shares 13,434 $3.22M 0.03% +12,153 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: 23,373 shares; 2024Q4: 24,328 shares; 2025Q1: 21,930 shares; 2025Q2: 21,830 shares; 2025Q3: 13,216 shares; 2025Q4: 13,182 shares; 2026Q1: 9,349 shares 9,349 $3.21M 0.03% -3,833 Timeline GDL GDL FD More: the full row for GDL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384,932 shares 384,932 $3.21M 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 8,454 shares; 2025Q1: 10,357 shares; 2025Q2: 21,840 shares; 2025Q3: 28,462 shares; 2025Q4: 27,143 shares; 2026Q1: 24,241 shares 24,241 $3.17M 0.03% -2,902 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,394 shares 65,394 $3.15M 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,544 shares; 2025Q1: 2,541 shares; 2025Q2: 4,543 shares; 2025Q3: 12,111 shares; 2025Q4: 12,272 shares; 2026Q1: 11,699 shares 11,699 $3.12M 0.03% -573 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,816 shares; 2025Q3: 9,633 shares; 2025Q4: 27,414 shares; 2026Q1: 63,126 shares 63,126 $3.12M 0.03% +35,712 Timeline IAT ISHARES 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: 61,416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,854 shares 57,854 $3.11M 0.03% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,425 shares 12,425 $3.11M 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 6,298 shares; 2025Q1: 5,830 shares; 2025Q2: 5,681 shares; 2025Q3: 5,543 shares; 2025Q4: 6,590 shares; 2026Q1: 7,466 shares 7,466 $3.11M 0.03% +876 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,214 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,792 shares 30,792 $3.11M 0.03% new Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,957 shares; 2024Q4: 292,336 shares; 2025Q1: 280,404 shares; 2025Q2: 271,421 shares; 2025Q3: 302,517 shares; 2025Q4: 390,391 shares; 2026Q1: 376,834 shares 376,834 $3.1M 0.03% -13,557 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: 3,927 shares; 2024Q4: 143,482 shares; 2025Q1: 9,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,350 shares 106,350 $3.09M 0.03% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,641 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,844 shares 58,844 $3.09M 0.03% new 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: not reported; 2024Q4: 18,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,301 shares 48,301 $3.09M 0.03% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 18,869 shares; 2025Q1: 19,279 shares; 2025Q2: 17,997 shares; 2025Q3: 18,236 shares; 2025Q4: 17,702 shares; 2026Q1: 15,673 shares 15,673 $3.05M 0.03% -2,029 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: 51,209 shares; 2024Q4: 58,470 shares; 2025Q1: 66,314 shares; 2025Q2: 70,533 shares; 2025Q3: 19,398 shares; 2025Q4: 19,420 shares; 2026Q1: 19,965 shares 19,965 $3M 0.03% +545 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 17,570 shares; 2025Q1: 18,562 shares; 2025Q2: 23,746 shares; 2025Q3: 32,812 shares; 2025Q4: 33,215 shares; 2026Q1: 32,220 shares 32,220 $3M 0.03% -995 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,192 shares; 2026Q1: 165,466 shares 165,466 $2.98M 0.03% -19,726 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 25,829 shares 25,829 $2.98M 0.03% +23,313 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,545 shares 30,545 $2.96M 0.03% new Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,945 shares; 2024Q4: 98,803 shares; 2025Q1: 102,823 shares; 2025Q2: 100,982 shares; 2025Q3: 101,076 shares; 2025Q4: 100,834 shares; 2026Q1: 101,116 shares 101,116 $2.96M 0.03% +282 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,691 shares 84,691 $2.95M 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,381 shares; 2024Q4: 32,740 shares; 2025Q1: 31,630 shares; 2025Q2: 30,930 shares; 2025Q3: 31,073 shares; 2025Q4: 31,259 shares; 2026Q1: 22,495 shares 22,495 $2.95M 0.03% -8,764 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: 21,337 shares; 2024Q4: 21,724 shares; 2025Q1: 22,326 shares; 2025Q2: 22,984 shares; 2025Q3: 25,122 shares; 2025Q4: 25,074 shares; 2026Q1: 25,280 shares 25,280 $2.93M 0.03% +206 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,904 shares 55,904 $2.93M 0.03% new 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: 28,227 shares; 2024Q4: 29,241 shares; 2025Q1: 24,230 shares; 2025Q2: 21,139 shares; 2025Q3: 20,051 shares; 2025Q4: 14,398 shares; 2026Q1: 14,748 shares 14,748 $2.92M 0.03% +350 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,087 shares; 2026Q1: 133,209 shares 133,209 $2.91M 0.03% +115,122 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares; 2025Q4: 3,536 shares; 2026Q1: 10,752 shares 10,752 $2.91M 0.03% +7,216 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: 23,431 shares; 2024Q4: 26,182 shares; 2025Q1: 27,364 shares; 2025Q2: 20,944 shares; 2025Q3: 25,856 shares; 2025Q4: 25,336 shares; 2026Q1: 19,920 shares 19,920 $2.89M 0.03% -5,416 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,699 shares 67,699 $2.89M 0.03% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,985 shares; 2025Q1: not reported; 2025Q2: 46,318 shares; 2025Q3: 42,986 shares; 2025Q4: 44,233 shares; 2026Q1: 54,356 shares 54,356 $2.88M 0.03% +10,123 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,994 shares; 2024Q4: 28,092 shares; 2025Q1: 28,801 shares; 2025Q2: 29,203 shares; 2025Q3: 34,368 shares; 2025Q4: 32,822 shares; 2026Q1: 27,157 shares 27,157 $2.87M 0.03% -5,665 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,788 shares; 2024Q4: 24,391 shares; 2025Q1: 25,589 shares; 2025Q2: 24,677 shares; 2025Q3: 27,927 shares; 2025Q4: 28,328 shares; 2026Q1: 31,592 shares 31,592 $2.85M 0.03% +3,264 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: 23,064 shares; 2024Q4: 23,552 shares; 2025Q1: 23,602 shares; 2025Q2: 21,025 shares; 2025Q3: 21,271 shares; 2025Q4: 21,550 shares; 2026Q1: 8,240 shares 8,240 $2.84M 0.03% -13,310 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 7,598 shares; 2026Q1: 8,320 shares 8,320 $2.82M 0.03% +722 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: 11,012 shares; 2024Q4: 13,103 shares; 2025Q1: 14,392 shares; 2025Q2: 17,006 shares; 2025Q3: 19,399 shares; 2025Q4: 26,035 shares; 2026Q1: 26,039 shares 26,039 $2.82M 0.03% +4 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: 1,568 shares; 2024Q4: 2,163 shares; 2025Q1: 2,223 shares; 2025Q2: 2,872 shares; 2025Q3: 2,800 shares; 2025Q4: 3,194 shares; 2026Q1: 3,235 shares 3,235 $2.8M 0.03% +41 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 69,027 shares; 2025Q1: 12,173 shares; 2025Q2: 17,093 shares; 2025Q3: 17,956 shares; 2025Q4: 48,618 shares; 2026Q1: 95,924 shares 95,924 $2.8M 0.03% +47,306 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,684 shares; 2025Q3: 11,592 shares; 2025Q4: 26,351 shares; 2026Q1: 77,199 shares 77,199 $2.78M 0.03% +50,848 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: not reported; 2024Q4: 21,458 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,832 shares 11,832 $2.77M 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: 12,116 shares; 2025Q1: 8,640 shares; 2025Q2: 12,654 shares; 2025Q3: 16,084 shares; 2025Q4: 43,061 shares; 2026Q1: 43,488 shares 43,488 $2.77M 0.03% +427 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,934 shares; 2024Q4: 38,947 shares; 2025Q1: 38,520 shares; 2025Q2: 38,641 shares; 2025Q3: 38,662 shares; 2025Q4: 38,515 shares; 2026Q1: 38,515 shares 38,515 $2.76M 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 16,299 shares; 2025Q1: 16,517 shares; 2025Q2: 14,521 shares; 2025Q3: 12,174 shares; 2025Q4: 15,934 shares; 2026Q1: 20,813 shares 20,813 $2.75M 0.03% +4,879 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,816 shares 85,816 $2.74M 0.03% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,646 shares 121,646 $2.72M 0.03% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,531 shares; 2025Q4: 7,347 shares; 2026Q1: 20,384 shares 20,384 $2.71M 0.03% +13,037 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,527 shares; 2025Q1: 16,974 shares; 2025Q2: 19,242 shares; 2025Q3: 24,776 shares; 2025Q4: 26,094 shares; 2026Q1: 35,569 shares 35,569 $2.71M 0.03% +9,475 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,513 shares 142,513 $2.7M 0.03% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,647 shares 70,647 $2.68M 0.03% new 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: 6,227 shares; 2024Q4: 9,382 shares; 2025Q1: 9,663 shares; 2025Q2: 12,075 shares; 2025Q3: 12,386 shares; 2025Q4: 15,562 shares; 2026Q1: 14,705 shares 14,705 $2.68M 0.03% -857 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,061 shares 115,061 $2.67M 0.03% new Timeline ESGU ISHARES 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: 24,408 shares; 2025Q1: not reported; 2025Q2: 2,704 shares; 2025Q3: 4,446 shares; 2025Q4: 4,446 shares; 2026Q1: 18,753 shares 18,753 $2.65M 0.03% +14,307 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 39,310 shares; 2025Q1: 27,675 shares; 2025Q2: 27,132 shares; 2025Q3: 26,706 shares; 2025Q4: 26,767 shares; 2026Q1: 25,787 shares 25,787 $2.63M 0.03% -980 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,207 shares 79,207 $2.63M 0.03% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,342 shares 97,342 $2.6M 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 20,467 shares; 2025Q1: 22,737 shares; 2025Q2: 23,402 shares; 2025Q3: 23,677 shares; 2025Q4: 28,302 shares; 2026Q1: 28,593 shares 28,593 $2.58M 0.03% +291 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,180 shares 51,180 $2.58M 0.03% new Timeline HAWX ISHARES 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: 52,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,731 shares 62,731 $2.57M 0.03% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,782 shares 75,782 $2.56M 0.03% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,963 shares 50,963 $2.55M 0.03% new Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,711 shares 102,711 $2.54M 0.03% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,907 shares; 2024Q4: 43,070 shares; 2025Q1: 44,985 shares; 2025Q2: 47,427 shares; 2025Q3: 55,322 shares; 2025Q4: 56,378 shares; 2026Q1: 59,715 shares 59,715 $2.53M 0.03% +3,337 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,256 shares 22,256 $2.53M 0.03% new 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: 40,154 shares; 2024Q4: 120,318 shares; 2025Q1: 62,317 shares; 2025Q2: 54,759 shares; 2025Q3: 52,468 shares; 2025Q4: 190,382 shares; 2026Q1: 100,725 shares 100,725 $2.53M 0.03% -89,657 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,291 shares; 2025Q4: 27,921 shares; 2026Q1: 27,320 shares 27,320 $2.53M 0.03% -601 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,336 shares 26,336 $2.51M 0.03% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,614 shares 99,614 $2.51M 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,100 shares; 2024Q4: 33,382 shares; 2025Q1: 33,424 shares; 2025Q2: 33,610 shares; 2025Q3: 32,874 shares; 2025Q4: 34,925 shares; 2026Q1: 34,643 shares 34,643 $2.51M 0.03% -282 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,980 shares 73,980 $2.48M 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 7,792 shares; 2025Q1: 7,664 shares; 2025Q2: 7,488 shares; 2025Q3: 7,277 shares; 2025Q4: 7,822 shares; 2026Q1: 7,578 shares 7,578 $2.48M 0.03% -244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,535 shares 24,535 $2.47M 0.03% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 30,666 shares; 2025Q1: 26,695 shares; 2025Q2: 34,917 shares; 2025Q3: 35,309 shares; 2025Q4: 37,957 shares; 2026Q1: 96,263 shares 96,263 $2.47M 0.03% +58,306 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,937 shares 112,937 $2.43M 0.03% new 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: not reported; 2024Q4: 18,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 16,638 shares 16,638 $2.42M 0.03% +15,073 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5,140 shares; 2025Q1: 5,270 shares; 2025Q2: 5,664 shares; 2025Q3: 5,736 shares; 2025Q4: 5,623 shares; 2026Q1: 5,449 shares 5,449 $2.42M 0.03% -174 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 19,963 shares; 2025Q1: 19,982 shares; 2025Q2: 20,536 shares; 2025Q3: 22,046 shares; 2025Q4: 9,283 shares; 2026Q1: 11,660 shares 11,660 $2.42M 0.03% +2,377 Timeline