BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018,483 shares; 2024Q4: 2,014,177 shares; 2025Q1: 2,172,107 shares; 2025Q2: 2,427,445 shares; 2025Q3: 2,573,361 shares; 2025Q4: 2,422,412 shares; 2026Q1: 2,889,746 shares 2,889,746 $361M 2.88% +467,334 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: 4,318,913 shares; 2024Q4: 5,284,684 shares; 2025Q1: 5,411,427 shares; 2025Q2: 6,674,953 shares; 2025Q3: 7,335,218 shares; 2025Q4: 6,079,499 shares; 2026Q1: 7,858,581 shares 7,858,581 $330M 2.63% +1,779,082 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: 916,382 shares; 2024Q4: 959,519 shares; 2025Q1: 907,821 shares; 2025Q2: 930,271 shares; 2025Q3: 963,471 shares; 2025Q4: 562,225 shares; 2026Q1: 1,013,896 shares 1,013,896 $257M 2.05% +451,671 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: 362,470 shares; 2024Q4: 362,793 shares; 2025Q1: 346,830 shares; 2025Q2: 314,319 shares; 2025Q3: 305,277 shares; 2025Q4: 267,421 shares; 2026Q1: 357,617 shares 357,617 $234M 1.86% +90,196 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945,078 shares; 2024Q4: 1,066,060 shares; 2025Q1: 1,111,495 shares; 2025Q2: 1,146,070 shares; 2025Q3: 1,169,651 shares; 2025Q4: 607,632 shares; 2026Q1: 1,232,239 shares 1,232,239 $215M 1.71% +624,607 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: 3,479,070 shares; 2024Q4: 4,250,236 shares; 2025Q1: 4,455,948 shares; 2025Q2: 5,889,912 shares; 2025Q3: 6,592,015 shares; 2025Q4: 5,968,043 shares; 2026Q1: 7,394,435 shares 7,394,435 $202M 1.61% +1,426,392 Timeline BBIN 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: 1,147,546 shares; 2024Q4: 1,406,805 shares; 2025Q1: 1,645,062 shares; 2025Q2: 1,866,207 shares; 2025Q3: 2,066,731 shares; 2025Q4: 2,015,251 shares; 2026Q1: 2,315,751 shares 2,315,751 $169M 1.35% +300,500 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: 1,356,703 shares; 2024Q4: 1,147,164 shares; 2025Q1: 1,113,403 shares; 2025Q2: 1,106,077 shares; 2025Q3: 953,726 shares; 2025Q4: 524,607 shares; 2026Q1: 785,050 shares 785,050 $151M 1.2% +260,443 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: 160,428 shares; 2024Q4: 190,219 shares; 2025Q1: 203,537 shares; 2025Q2: 216,695 shares; 2025Q3: 227,255 shares; 2025Q4: 105,468 shares; 2026Q1: 228,905 shares 228,905 $149M 1.19% +123,437 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: 256,084 shares; 2024Q4: 279,364 shares; 2025Q1: 284,425 shares; 2025Q2: 313,235 shares; 2025Q3: 324,959 shares; 2025Q4: 218,766 shares; 2026Q1: 360,796 shares 360,796 $134M 1.07% +142,030 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113,333 shares; 2024Q4: 2,973,630 shares; 2025Q1: 2,984,535 shares; 2025Q2: 3,070,746 shares; 2025Q3: 3,062,464 shares; 2025Q4: 2,558,844 shares; 2026Q1: 3,142,236 shares 3,142,236 $122M 0.97% +583,392 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: 103,069 shares; 2024Q4: 113,074 shares; 2025Q1: 104,378 shares; 2025Q2: 110,947 shares; 2025Q3: 116,567 shares; 2025Q4: 78,774 shares; 2026Q1: 191,231 shares 191,231 $114M 0.91% +112,457 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: 181,604 shares; 2024Q4: 215,877 shares; 2025Q1: 205,009 shares; 2025Q2: 204,145 shares; 2025Q3: 187,778 shares; 2025Q4: 122,824 shares; 2026Q1: 196,414 shares 196,414 $113M 0.9% +73,590 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: 1,567,051 shares; 2024Q4: 1,884,755 shares; 2025Q1: 2,189,580 shares; 2025Q2: 3,187,302 shares; 2025Q3: 3,526,077 shares; 2025Q4: 3,165,285 shares; 2026Q1: 4,521,406 shares 4,521,406 $112M 0.89% +1,356,121 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: 1,533,212 shares; 2024Q4: 1,518,849 shares; 2025Q1: 1,123,335 shares; 2025Q2: 1,131,592 shares; 2025Q3: 1,152,879 shares; 2025Q4: 1,130,317 shares; 2026Q1: 1,451,918 shares 1,451,918 $111M 0.89% +321,601 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: 374,376 shares; 2024Q4: 438,990 shares; 2025Q1: 441,430 shares; 2025Q2: 469,358 shares; 2025Q3: 483,865 shares; 2025Q4: 286,268 shares; 2026Q1: 526,571 shares 526,571 $110M 0.87% +240,303 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: 631,655 shares; 2024Q4: 873,178 shares; 2025Q1: 939,590 shares; 2025Q2: 954,990 shares; 2025Q3: 979,578 shares; 2025Q4: 791,024 shares; 2026Q1: 1,073,283 shares 1,073,283 $105M 0.84% +282,259 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: 817,328 shares; 2024Q4: 849,124 shares; 2025Q1: 957,234 shares; 2025Q2: 1,085,928 shares; 2025Q3: 1,127,523 shares; 2025Q4: 1,154,063 shares; 2026Q1: 1,426,107 shares 1,426,107 $105M 0.84% +272,044 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: 1,846,764 shares; 2024Q4: 1,255,441 shares; 2025Q1: 1,241,991 shares; 2025Q2: 1,347,703 shares; 2025Q3: 1,547,859 shares; 2025Q4: 1,699,801 shares; 2026Q1: 1,765,206 shares 1,765,206 $103M 0.82% +65,405 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991,083 shares; 2024Q4: 1,046,139 shares; 2025Q1: 1,047,811 shares; 2025Q2: 1,262,686 shares; 2025Q3: 1,357,176 shares; 2025Q4: 1,210,516 shares; 2026Q1: 1,199,560 shares 1,199,560 $102M 0.81% -10,956 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: 1,383,398 shares; 2024Q4: 1,556,143 shares; 2025Q1: 1,607,683 shares; 2025Q2: 2,061,090 shares; 2025Q3: 2,291,918 shares; 2025Q4: 2,071,959 shares; 2026Q1: 2,555,969 shares 2,555,969 $92.2M 0.74% +484,010 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: 876,019 shares; 2024Q4: 989,634 shares; 2025Q1: 1,418,522 shares; 2025Q2: 1,969,227 shares; 2025Q3: 2,205,984 shares; 2025Q4: 1,982,068 shares; 2026Q1: 2,311,338 shares 2,311,338 $91.2M 0.73% +329,270 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: 1,017,882 shares; 2024Q4: 3,062,799 shares; 2025Q1: 3,011,806 shares; 2025Q2: 3,106,087 shares; 2025Q3: 3,136,387 shares; 2025Q4: 3,151,933 shares; 2026Q1: 3,487,726 shares 3,487,726 $89.4M 0.71% +335,793 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: 350,007 shares; 2024Q4: 572,099 shares; 2025Q1: 753,687 shares; 2025Q2: 1,000,442 shares; 2025Q3: 1,035,549 shares; 2025Q4: 1,220,593 shares; 2026Q1: 1,482,888 shares 1,482,888 $83.9M 0.67% +262,295 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,874 shares; 2024Q4: 575,676 shares; 2025Q1: 614,112 shares; 2025Q2: 885,608 shares; 2025Q3: 1,292,351 shares; 2025Q4: 856,425 shares; 2026Q1: 1,106,205 shares 1,106,205 $77.2M 0.62% +249,780 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: 175,065 shares; 2024Q4: 203,471 shares; 2025Q1: 230,640 shares; 2025Q2: 253,745 shares; 2025Q3: 279,434 shares; 2025Q4: 288,293 shares; 2026Q1: 317,576 shares 317,576 $75.5M 0.6% +29,283 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,866 shares; 2024Q4: 542,084 shares; 2025Q1: 1,197,517 shares; 2025Q2: 1,320,013 shares; 2025Q3: 1,197,987 shares; 2025Q4: 1,100,720 shares; 2026Q1: 1,357,611 shares 1,357,611 $70.5M 0.56% +256,891 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: 211,091 shares; 2024Q4: 254,336 shares; 2025Q1: 255,305 shares; 2025Q2: 239,246 shares; 2025Q3: 256,025 shares; 2025Q4: 261,057 shares; 2026Q1: 496,584 shares 496,584 $66M 0.53% +235,527 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,655 shares; 2024Q4: 46,305 shares; 2025Q1: 82,460 shares; 2025Q2: 99,917 shares; 2025Q3: 514,497 shares; 2025Q4: 93,829 shares; 2026Q1: 561,117 shares 561,117 $65.8M 0.52% +467,288 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: 165,889 shares; 2024Q4: 172,345 shares; 2025Q1: 187,386 shares; 2025Q2: 188,110 shares; 2025Q3: 201,861 shares; 2025Q4: 147,624 shares; 2026Q1: 227,265 shares 227,265 $65.4M 0.52% +79,641 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: 802,124 shares; 2024Q4: 945,746 shares; 2025Q1: 1,106,794 shares; 2025Q2: 1,202,728 shares; 2025Q3: 1,066,066 shares; 2025Q4: 957,875 shares; 2026Q1: 1,273,664 shares 1,273,664 $63.5M 0.51% +315,789 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: 697,762 shares; 2024Q4: 699,754 shares; 2025Q1: 625,076 shares; 2025Q2: 638,006 shares; 2025Q3: 659,293 shares; 2025Q4: 641,554 shares; 2026Q1: 701,674 shares 701,674 $63.5M 0.51% +60,120 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: 847,094 shares; 2024Q4: 962,047 shares; 2025Q1: 1,055,561 shares; 2025Q2: 1,113,000 shares; 2025Q3: 1,213,477 shares; 2025Q4: 1,337,699 shares; 2026Q1: 1,449,483 shares 1,449,483 $61.7M 0.49% +111,784 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: 168,246 shares; 2024Q4: 176,368 shares; 2025Q1: 190,985 shares; 2025Q2: 203,574 shares; 2025Q3: 200,579 shares; 2025Q4: 106,262 shares; 2026Q1: 211,048 shares 211,048 $60.5M 0.48% +104,786 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: 1,333,476 shares; 2024Q4: 1,574,354 shares; 2025Q1: 1,425,909 shares; 2025Q2: 1,559,213 shares; 2025Q3: 1,612,498 shares; 2025Q4: 1,129,054 shares; 2026Q1: 1,307,816 shares 1,307,816 $60.4M 0.48% +178,762 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: 154,291 shares; 2024Q4: 186,623 shares; 2025Q1: 184,097 shares; 2025Q2: 195,750 shares; 2025Q3: 194,833 shares; 2025Q4: 127,002 shares; 2026Q1: 185,666 shares 185,666 $59.6M 0.48% +58,664 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: 906,653 shares; 2024Q4: 914,721 shares; 2025Q1: 932,018 shares; 2025Q2: 940,700 shares; 2025Q3: 866,752 shares; 2025Q4: 457,152 shares; 2026Q1: 855,453 shares 855,453 $58.4M 0.47% +398,301 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: 146,470 shares; 2024Q4: 161,549 shares; 2025Q1: 169,458 shares; 2025Q2: 184,812 shares; 2025Q3: 189,880 shares; 2025Q4: 118,424 shares; 2026Q1: 197,560 shares 197,560 $58.1M 0.46% +79,136 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: 316,320 shares; 2024Q4: 488,465 shares; 2025Q1: 548,052 shares; 2025Q2: 542,504 shares; 2025Q3: 901,291 shares; 2025Q4: 551,701 shares; 2026Q1: 1,130,440 shares 1,130,440 $57.2M 0.46% +578,739 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,819 shares; 2024Q4: 359,741 shares; 2025Q1: 462,778 shares; 2025Q2: 1,252,140 shares; 2025Q3: 1,219,449 shares; 2025Q4: 1,124,122 shares; 2026Q1: 1,240,877 shares 1,240,877 $56.6M 0.45% +116,755 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: 92,887 shares; 2024Q4: 87,709 shares; 2025Q1: 82,412 shares; 2025Q2: 76,355 shares; 2025Q3: 79,704 shares; 2025Q4: 41,013 shares; 2026Q1: 130,444 shares 130,444 $56.1M 0.45% +89,431 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: 922,456 shares; 2024Q4: 975,105 shares; 2025Q1: 876,638 shares; 2025Q2: 1,015,227 shares; 2025Q3: 1,086,681 shares; 2025Q4: 940,148 shares; 2026Q1: 1,180,997 shares 1,180,997 $53.9M 0.43% +240,849 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: 786,735 shares; 2024Q4: 828,345 shares; 2025Q1: 848,829 shares; 2025Q2: 900,333 shares; 2025Q3: 967,821 shares; 2025Q4: 778,118 shares; 2026Q1: 985,324 shares 985,324 $53.3M 0.42% +207,206 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,934 shares; 2024Q4: 607,261 shares; 2025Q1: 340,239 shares; 2025Q2: 553,450 shares; 2025Q3: 582,641 shares; 2025Q4: 387,979 shares; 2026Q1: 546,183 shares 546,183 $51M 0.41% +158,204 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: 90,300 shares; 2024Q4: 102,581 shares; 2025Q1: 108,511 shares; 2025Q2: 115,688 shares; 2025Q3: 119,575 shares; 2025Q4: 88,693 shares; 2026Q1: 136,843 shares 136,843 $50.9M 0.41% +48,150 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: 287,924 shares; 2024Q4: 299,815 shares; 2025Q1: 348,460 shares; 2025Q2: 334,155 shares; 2025Q3: 684,085 shares; 2025Q4: 617,935 shares; 2026Q1: 1,004,237 shares 1,004,237 $50.2M 0.4% +386,302 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: 382,380 shares; 2024Q4: 1,717,408 shares; 2025Q1: 1,259,646 shares; 2025Q2: 1,424,503 shares; 2025Q3: 1,525,782 shares; 2025Q4: 1,212,348 shares; 2026Q1: 1,628,054 shares 1,628,054 $47.4M 0.38% +415,706 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: 243,782 shares; 2024Q4: 247,780 shares; 2025Q1: 255,106 shares; 2025Q2: 260,824 shares; 2025Q3: 271,767 shares; 2025Q4: 161,771 shares; 2026Q1: 278,271 shares 278,271 $47.2M 0.38% +116,500 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: 54,516 shares; 2024Q4: 61,019 shares; 2025Q1: 68,135 shares; 2025Q2: 72,312 shares; 2025Q3: 75,037 shares; 2025Q4: 45,493 shares; 2026Q1: 82,374 shares 82,374 $47.1M 0.38% +36,881 Timeline SCHP 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: 51,064 shares; 2024Q4: 99,052 shares; 2025Q1: 141,182 shares; 2025Q2: 1,437,940 shares; 2025Q3: 1,589,879 shares; 2025Q4: 1,441,764 shares; 2026Q1: 1,755,485 shares 1,755,485 $46.7M 0.37% +313,721 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,532,639 shares 2,532,639 $46.6M 0.37% new Timeline FWD 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: 58,671 shares; 2024Q4: 85,583 shares; 2025Q1: 112,167 shares; 2025Q2: 125,920 shares; 2025Q3: 267,473 shares; 2025Q4: 352,922 shares; 2026Q1: 427,384 shares 427,384 $46.4M 0.37% +74,462 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: 64,423 shares; 2024Q4: 80,302 shares; 2025Q1: 86,226 shares; 2025Q2: 100,012 shares; 2025Q3: 102,722 shares; 2025Q4: 59,929 shares; 2026Q1: 94,282 shares 94,282 $45.2M 0.36% +34,353 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: 173,794 shares; 2024Q4: 190,550 shares; 2025Q1: 188,377 shares; 2025Q2: 192,095 shares; 2025Q3: 271,819 shares; 2025Q4: 192,315 shares; 2026Q1: 234,432 shares 234,432 $45M 0.36% +42,117 Timeline EMXC 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: 318,986 shares; 2024Q4: 459,256 shares; 2025Q1: 645,313 shares; 2025Q2: 441,177 shares; 2025Q3: 413,805 shares; 2025Q4: 370,670 shares; 2026Q1: 567,382 shares 567,382 $44.6M 0.36% +196,712 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731,132 shares; 2024Q4: 1,107,292 shares; 2025Q1: 1,112,960 shares; 2025Q2: 1,112,784 shares; 2025Q3: 1,066,448 shares; 2025Q4: 212,954 shares; 2026Q1: 676,047 shares 676,047 $44.6M 0.36% +463,093 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: 651,361 shares; 2024Q4: 740,813 shares; 2025Q1: 840,135 shares; 2025Q2: 880,923 shares; 2025Q3: 904,424 shares; 2025Q4: 1,058,224 shares; 2026Q1: 1,229,258 shares 1,229,258 $41.5M 0.33% +171,034 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271,493 shares; 2024Q4: 1,250,937 shares; 2025Q1: 1,212,766 shares; 2025Q2: 1,108,323 shares; 2025Q3: 988,810 shares; 2025Q4: 947,804 shares; 2026Q1: 884,151 shares 884,151 $41.3M 0.33% -63,653 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: 117,661 shares; 2024Q4: 136,136 shares; 2025Q1: 112,866 shares; 2025Q2: 119,507 shares; 2025Q3: 120,764 shares; 2025Q4: 82,972 shares; 2026Q1: 129,394 shares 129,394 $40M 0.32% +46,422 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: 634,509 shares; 2024Q4: 373,870 shares; 2025Q1: 354,835 shares; 2025Q2: 344,233 shares; 2025Q3: 338,098 shares; 2025Q4: 282,483 shares; 2026Q1: 426,378 shares 426,378 $39.5M 0.32% +143,895 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: 358,226 shares; 2024Q4: 361,328 shares; 2025Q1: 298,544 shares; 2025Q2: 336,560 shares; 2025Q3: 1,275,640 shares; 2025Q4: 1,023,498 shares; 2026Q1: 1,484,641 shares 1,484,641 $38.9M 0.31% +461,143 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: 183,461 shares; 2024Q4: 115,322 shares; 2025Q1: 132,283 shares; 2025Q2: 135,967 shares; 2025Q3: 136,725 shares; 2025Q4: 122,528 shares; 2026Q1: 161,287 shares 161,287 $38.7M 0.31% +38,759 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: 203,987 shares; 2024Q4: 221,421 shares; 2025Q1: 224,385 shares; 2025Q2: 272,013 shares; 2025Q3: 302,831 shares; 2025Q4: 219,135 shares; 2026Q1: 310,122 shares 310,122 $38.5M 0.31% +90,987 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: 258,947 shares; 2024Q4: 284,427 shares; 2025Q1: 313,984 shares; 2025Q2: 314,769 shares; 2025Q3: 305,680 shares; 2025Q4: 272,666 shares; 2026Q1: 351,964 shares 351,964 $37.4M 0.3% +79,298 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: 131,899 shares; 2024Q4: 141,926 shares; 2025Q1: 134,695 shares; 2025Q2: 197,777 shares; 2025Q3: 232,130 shares; 2025Q4: 707,366 shares; 2026Q1: 790,812 shares 790,812 $37.1M 0.3% +83,446 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: 108,983 shares; 2024Q4: 109,635 shares; 2025Q1: 108,764 shares; 2025Q2: 108,470 shares; 2025Q3: 113,791 shares; 2025Q4: 9,062 shares; 2026Q1: 112,497 shares 112,497 $37M 0.29% +103,435 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980,262 shares; 2024Q4: 697,844 shares; 2025Q1: 701,284 shares; 2025Q2: 707,556 shares; 2025Q3: 713,055 shares; 2025Q4: 658,113 shares; 2026Q1: 759,047 shares 759,047 $36.8M 0.29% +100,934 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: 909,304 shares; 2024Q4: 1,241,811 shares; 2025Q1: 1,248,141 shares; 2025Q2: 1,344,636 shares; 2025Q3: 1,419,927 shares; 2025Q4: 1,467,977 shares; 2026Q1: 1,595,643 shares 1,595,643 $36.6M 0.29% +127,666 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173,146 shares; 2024Q4: 1,273,629 shares; 2025Q1: 1,291,158 shares; 2025Q2: 682,601 shares; 2025Q3: 758,263 shares; 2025Q4: 716,209 shares; 2026Q1: 862,791 shares 862,791 $36.4M 0.29% +146,582 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,344 shares; 2024Q4: 68,591 shares; 2025Q1: 139,245 shares; 2025Q2: 139,349 shares; 2025Q3: 158,522 shares; 2025Q4: 123,410 shares; 2026Q1: 114,129 shares 114,129 $36.3M 0.29% -9,281 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: 27,919 shares; 2024Q4: 29,438 shares; 2025Q1: 31,329 shares; 2025Q2: 30,697 shares; 2025Q3: 37,922 shares; 2025Q4: 27,283 shares; 2026Q1: 39,168 shares 39,168 $36M 0.29% +11,885 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: 131,277 shares; 2024Q4: 149,608 shares; 2025Q1: 151,918 shares; 2025Q2: 149,133 shares; 2025Q3: 148,425 shares; 2025Q4: 80,490 shares; 2026Q1: 180,138 shares 180,138 $35.3M 0.28% +99,648 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: 1,034,035 shares; 2024Q4: 1,041,507 shares; 2025Q1: 572,380 shares; 2025Q2: 593,928 shares; 2025Q3: 530,522 shares; 2025Q4: 522,007 shares; 2026Q1: 522,303 shares 522,303 $35.3M 0.28% +296 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: 179,964 shares; 2024Q4: 184,742 shares; 2025Q1: 185,019 shares; 2025Q2: 187,611 shares; 2025Q3: 210,809 shares; 2025Q4: 176,833 shares; 2026Q1: 232,282 shares 232,282 $34.4M 0.27% +55,449 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: 77,970 shares; 2024Q4: 84,546 shares; 2025Q1: 86,473 shares; 2025Q2: 97,446 shares; 2025Q3: 97,782 shares; 2025Q4: 70,642 shares; 2026Q1: 113,255 shares 113,255 $34.2M 0.27% +42,613 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,955 shares; 2024Q4: 796,438 shares; 2025Q1: 747,731 shares; 2025Q2: 828,050 shares; 2025Q3: 864,381 shares; 2025Q4: 359,822 shares; 2026Q1: 1,100,333 shares 1,100,333 $33.8M 0.27% +740,511 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,617 shares; 2024Q4: 677,266 shares; 2025Q1: 673,787 shares; 2025Q2: 657,854 shares; 2025Q3: 657,840 shares; 2025Q4: 652,199 shares; 2026Q1: 657,951 shares 657,951 $33.1M 0.26% +5,752 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: 226,085 shares; 2024Q4: 196,216 shares; 2025Q1: 206,619 shares; 2025Q2: 203,377 shares; 2025Q3: 201,070 shares; 2025Q4: 196,219 shares; 2026Q1: 220,145 shares 220,145 $31.4M 0.25% +23,926 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: 416,025 shares; 2024Q4: 487,739 shares; 2025Q1: 436,721 shares; 2025Q2: 426,216 shares; 2025Q3: 599,972 shares; 2025Q4: 412,846 shares; 2026Q1: 613,082 shares 613,082 $31.3M 0.25% +200,236 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 694,559 shares 694,559 $31M 0.25% new 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: 252,296 shares; 2024Q4: 406,337 shares; 2025Q1: 448,958 shares; 2025Q2: 474,058 shares; 2025Q3: 490,591 shares; 2025Q4: 177,905 shares; 2026Q1: 619,227 shares 619,227 $30.9M 0.25% +441,322 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: 473,844 shares; 2024Q4: 546,566 shares; 2025Q1: 379,016 shares; 2025Q2: 369,419 shares; 2025Q3: 382,682 shares; 2025Q4: 305,293 shares; 2026Q1: 474,704 shares 474,704 $30.4M 0.24% +169,411 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: 390,985 shares; 2024Q4: 397,097 shares; 2025Q1: 412,909 shares; 2025Q2: 425,129 shares; 2025Q3: 422,988 shares; 2025Q4: 350,470 shares; 2026Q1: 534,301 shares 534,301 $30.3M 0.24% +183,831 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,305 shares; 2024Q4: 88,520 shares; 2025Q1: 101,929 shares; 2025Q2: 114,391 shares; 2025Q3: 284,401 shares; 2025Q4: 115,100 shares; 2026Q1: 357,993 shares 357,993 $30.3M 0.24% +242,893 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: 58,750 shares; 2024Q4: 62,619 shares; 2025Q1: 61,667 shares; 2025Q2: 64,541 shares; 2025Q3: 64,857 shares; 2025Q4: 58,498 shares; 2026Q1: 68,348 shares 68,348 $29.9M 0.24% +9,850 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: 811,921 shares; 2024Q4: 915,265 shares; 2025Q1: 909,949 shares; 2025Q2: 1,007,320 shares; 2025Q3: 1,089,080 shares; 2025Q4: 1,150,990 shares; 2026Q1: 1,313,543 shares 1,313,543 $29.5M 0.23% +162,553 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: 123,579 shares; 2024Q4: 105,732 shares; 2025Q1: 100,544 shares; 2025Q2: 102,324 shares; 2025Q3: 103,452 shares; 2025Q4: 73,463 shares; 2026Q1: 112,000 shares 112,000 $29.3M 0.23% +38,537 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: 102,226 shares; 2024Q4: 108,473 shares; 2025Q1: 102,599 shares; 2025Q2: 107,746 shares; 2025Q3: 111,170 shares; 2025Q4: 57,979 shares; 2026Q1: 118,467 shares 118,467 $29M 0.23% +60,488 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041,385 shares; 2024Q4: 1,099,814 shares; 2025Q1: 913,069 shares; 2025Q2: 850,114 shares; 2025Q3: 912,400 shares; 2025Q4: 1,192,511 shares; 2026Q1: 1,057,468 shares 1,057,468 $28.8M 0.23% -135,043 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,326 shares; 2024Q4: 376,652 shares; 2025Q1: 375,002 shares; 2025Q2: 300,718 shares; 2025Q3: 300,718 shares; 2025Q4: not reported; 2026Q1: 599,610 shares 599,610 $28.8M 0.23% 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: 108,767 shares; 2024Q4: 117,062 shares; 2025Q1: 119,296 shares; 2025Q2: 121,959 shares; 2025Q3: 125,742 shares; 2025Q4: 49,029 shares; 2026Q1: 138,319 shares 138,319 $28.6M 0.23% +89,290 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,467 shares; 2025Q3: 480,622 shares; 2025Q4: 777,441 shares; 2026Q1: 865,863 shares 865,863 $28.5M 0.23% +88,422 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: 102,061 shares; 2024Q4: 104,149 shares; 2025Q1: 108,210 shares; 2025Q2: 105,452 shares; 2025Q3: 109,472 shares; 2025Q4: 76,269 shares; 2026Q1: 98,664 shares 98,664 $28.3M 0.23% +22,395 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: 585,025 shares; 2024Q4: 573,684 shares; 2025Q1: 525,426 shares; 2025Q2: 515,263 shares; 2025Q3: 256,883 shares; 2025Q4: 190,861 shares; 2026Q1: 249,970 shares 249,970 $28.3M 0.23% +59,109 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: 140,880 shares; 2024Q4: 108,316 shares; 2025Q1: 263,673 shares; 2025Q2: 350,855 shares; 2025Q3: 319,013 shares; 2025Q4: 246,022 shares; 2026Q1: 303,556 shares 303,556 $27.8M 0.22% +57,534 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: 53,139 shares; 2024Q4: 90,571 shares; 2025Q1: 324,507 shares; 2025Q2: 306,636 shares; 2025Q3: 334,769 shares; 2025Q4: 354,523 shares; 2026Q1: 315,082 shares 315,082 $27.8M 0.22% -39,441 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859,155 shares 859,155 $27.6M 0.22% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635,340 shares; 2026Q1: 697,550 shares 697,550 $27.5M 0.22% +62,210 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: 429,614 shares; 2024Q4: 465,048 shares; 2025Q1: 485,087 shares; 2025Q2: 503,179 shares; 2025Q3: 512,568 shares; 2025Q4: 358,543 shares; 2026Q1: 555,118 shares 555,118 $27.4M 0.22% +196,575 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: 215,084 shares; 2024Q4: 215,859 shares; 2025Q1: 220,390 shares; 2025Q2: 219,593 shares; 2025Q3: 216,273 shares; 2025Q4: 20,529 shares; 2026Q1: 212,325 shares 212,325 $27.3M 0.22% +191,796 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: 146,288 shares; 2024Q4: 158,391 shares; 2025Q1: 162,019 shares; 2025Q2: 164,392 shares; 2025Q3: 167,296 shares; 2025Q4: 101,495 shares; 2026Q1: 189,285 shares 189,285 $27.3M 0.22% +87,790 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: 558,525 shares; 2024Q4: 691,411 shares; 2025Q1: 673,115 shares; 2025Q2: 650,888 shares; 2025Q3: 684,869 shares; 2025Q4: 518,516 shares; 2026Q1: 653,431 shares 653,431 $25.8M 0.21% +134,915 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: 18,977 shares; 2024Q4: 20,520 shares; 2025Q1: 20,250 shares; 2025Q2: 22,627 shares; 2025Q3: 22,501 shares; 2025Q4: 14,057 shares; 2026Q1: 25,592 shares 25,592 $25.5M 0.2% +11,535 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,437 shares; 2024Q4: 70,421 shares; 2025Q1: 54,289 shares; 2025Q2: 55,301 shares; 2025Q3: 364,545 shares; 2025Q4: 62,477 shares; 2026Q1: 332,811 shares 332,811 $25.2M 0.2% +270,334 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: 602,221 shares; 2024Q4: 602,209 shares; 2025Q1: 491,516 shares; 2025Q2: 751,671 shares; 2025Q3: 778,071 shares; 2025Q4: 925,275 shares; 2026Q1: 944,560 shares 944,560 $24.8M 0.2% +19,285 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,688 shares; 2024Q4: 361,803 shares; 2025Q1: 381,438 shares; 2025Q2: 409,720 shares; 2025Q3: 671,017 shares; 2025Q4: 639,384 shares; 2026Q1: 697,299 shares 697,299 $24.8M 0.2% +57,915 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224,727 shares; 2024Q4: 1,503,165 shares; 2025Q1: 1,210,005 shares; 2025Q2: 1,344,337 shares; 2025Q3: 661,602 shares; 2025Q4: 36,186 shares; 2026Q1: 633,253 shares 633,253 $24.7M 0.2% +597,067 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 235,895 shares; 2025Q1: 260,561 shares; 2025Q2: 328,949 shares; 2025Q3: 338,888 shares; 2025Q4: 339,118 shares; 2026Q1: 340,704 shares 340,704 $24.6M 0.2% +1,586 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: 136,554 shares; 2024Q4: 140,785 shares; 2025Q1: 141,564 shares; 2025Q2: 156,200 shares; 2025Q3: 159,161 shares; 2025Q4: 127,392 shares; 2026Q1: 166,082 shares 166,082 $24.3M 0.19% +38,690 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: 5,296 shares; 2024Q4: 5,198 shares; 2025Q1: 4,712 shares; 2025Q2: 6,493 shares; 2025Q3: 6,323 shares; 2025Q4: 4,707 shares; 2026Q1: 246,468 shares 246,468 $23.8M 0.19% +241,761 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: 49,662 shares; 2024Q4: 68,025 shares; 2025Q1: 69,440 shares; 2025Q2: 71,248 shares; 2025Q3: 71,521 shares; 2025Q4: 27,550 shares; 2026Q1: 71,765 shares 71,765 $23.6M 0.19% +44,215 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: 57,973 shares; 2024Q4: 58,902 shares; 2025Q1: 69,728 shares; 2025Q2: 66,393 shares; 2025Q3: 64,719 shares; 2025Q4: 43,064 shares; 2026Q1: 65,258 shares 65,258 $23.3M 0.19% +22,194 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: 166,037 shares; 2024Q4: 195,577 shares; 2025Q1: 229,451 shares; 2025Q2: 228,542 shares; 2025Q3: 231,858 shares; 2025Q4: 242,254 shares; 2026Q1: 267,021 shares 267,021 $23.1M 0.18% +24,767 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: 50,416 shares; 2024Q4: 53,912 shares; 2025Q1: 51,754 shares; 2025Q2: 51,626 shares; 2025Q3: 52,026 shares; 2025Q4: 42,009 shares; 2026Q1: 49,170 shares 49,170 $22.8M 0.18% +7,161 Timeline ANGL 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: 802,677 shares; 2024Q4: 827,627 shares; 2025Q1: 384,557 shares; 2025Q2: 386,113 shares; 2025Q3: 738,558 shares; 2025Q4: 26,894 shares; 2026Q1: 787,026 shares 787,026 $22.6M 0.18% +760,132 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,945 shares; 2024Q4: 656,107 shares; 2025Q1: 571,700 shares; 2025Q2: 447,302 shares; 2025Q3: 509,857 shares; 2025Q4: 520,078 shares; 2026Q1: 637,542 shares 637,542 $22.6M 0.18% +117,464 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431,405 shares; 2025Q2: 826,281 shares; 2025Q3: 566,135 shares; 2025Q4: 511,964 shares; 2026Q1: 620,592 shares 620,592 $22.5M 0.18% +108,628 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: 167,801 shares; 2024Q4: 171,891 shares; 2025Q1: 175,265 shares; 2025Q2: 175,246 shares; 2025Q3: 175,983 shares; 2025Q4: 169,346 shares; 2026Q1: 179,734 shares 179,734 $22.3M 0.18% +10,388 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: 255,927 shares; 2024Q4: 269,791 shares; 2025Q1: 311,174 shares; 2025Q2: 325,317 shares; 2025Q3: 366,056 shares; 2025Q4: 321,590 shares; 2026Q1: 447,057 shares 447,057 $22.3M 0.18% +125,467 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: 811,923 shares; 2024Q4: 803,335 shares; 2025Q1: 810,689 shares; 2025Q2: 838,239 shares; 2025Q3: 949,158 shares; 2025Q4: 273,051 shares; 2026Q1: 898,608 shares 898,608 $22.3M 0.18% +625,557 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,270 shares; 2024Q4: 295,264 shares; 2025Q1: 337,481 shares; 2025Q2: 168,453 shares; 2025Q3: 185,452 shares; 2025Q4: 164,776 shares; 2026Q1: 212,212 shares 212,212 $21.9M 0.18% +47,436 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: 210,023 shares; 2024Q4: 231,934 shares; 2025Q1: 245,707 shares; 2025Q2: 284,390 shares; 2025Q3: 288,971 shares; 2025Q4: 266,331 shares; 2026Q1: 308,307 shares 308,307 $21.6M 0.17% +41,976 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: 680,023 shares; 2024Q4: 393,590 shares; 2025Q1: 319,011 shares; 2025Q2: 433,356 shares; 2025Q3: 333,834 shares; 2025Q4: 293,054 shares; 2026Q1: 285,911 shares 285,911 $21.3M 0.17% -7,143 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: 363,715 shares; 2024Q4: 364,092 shares; 2025Q1: 173,279 shares; 2025Q2: 218,687 shares; 2025Q3: 218,857 shares; 2025Q4: 159,465 shares; 2026Q1: 213,098 shares 213,098 $21.2M 0.17% +53,633 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: 431,644 shares; 2024Q4: 263,952 shares; 2025Q1: 281,104 shares; 2025Q2: 284,493 shares; 2025Q3: 269,351 shares; 2025Q4: 143,335 shares; 2026Q1: 189,276 shares 189,276 $21.1M 0.17% +45,941 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: 88,464 shares; 2024Q4: 87,066 shares; 2025Q1: 129,076 shares; 2025Q2: 237,760 shares; 2025Q3: 275,299 shares; 2025Q4: 140,071 shares; 2026Q1: 308,426 shares 308,426 $21M 0.17% +168,355 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: 109,254 shares; 2024Q4: 160,680 shares; 2025Q1: 208,072 shares; 2025Q2: 204,249 shares; 2025Q3: 210,842 shares; 2025Q4: 190,811 shares; 2026Q1: 211,042 shares 211,042 $21M 0.17% +20,231 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: 140,856 shares; 2024Q4: 133,910 shares; 2025Q1: 101,262 shares; 2025Q2: 127,918 shares; 2025Q3: 131,863 shares; 2025Q4: 127,067 shares; 2026Q1: 132,142 shares 132,142 $20.5M 0.16% +5,075 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 8,952 shares; 2026Q1: 387,897 shares 387,897 $19.7M 0.16% +378,945 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,455 shares; 2024Q4: 475,305 shares; 2025Q1: 477,970 shares; 2025Q2: 491,194 shares; 2025Q3: 496,064 shares; 2025Q4: 386,423 shares; 2026Q1: 531,559 shares 531,559 $19.5M 0.16% +145,136 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: 167,980 shares; 2024Q4: 116,516 shares; 2025Q1: 120,996 shares; 2025Q2: 150,521 shares; 2025Q3: 110,774 shares; 2025Q4: 99,955 shares; 2026Q1: 107,391 shares 107,391 $19.5M 0.16% +7,436 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: 479,248 shares; 2024Q4: 480,983 shares; 2025Q1: 320,182 shares; 2025Q2: 364,399 shares; 2025Q3: 358,309 shares; 2025Q4: 322,302 shares; 2026Q1: 401,991 shares 401,991 $19.4M 0.15% +79,689 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: 101,619 shares; 2024Q4: 101,850 shares; 2025Q1: 101,354 shares; 2025Q2: 6,886 shares; 2025Q3: 255,839 shares; 2025Q4: 4,290 shares; 2026Q1: 263,344 shares 263,344 $18.9M 0.15% +259,054 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: 201,419 shares; 2024Q4: 178,489 shares; 2025Q1: 139,625 shares; 2025Q2: 127,904 shares; 2025Q3: 128,306 shares; 2025Q4: 121,936 shares; 2026Q1: 303,446 shares 303,446 $18.6M 0.15% +181,510 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: 329,326 shares; 2024Q4: 361,494 shares; 2025Q1: 368,994 shares; 2025Q2: 372,060 shares; 2025Q3: 376,062 shares; 2025Q4: 183,893 shares; 2026Q1: 379,883 shares 379,883 $18.5M 0.15% +195,990 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: 197,380 shares; 2024Q4: 200,289 shares; 2025Q1: 201,320 shares; 2025Q2: 201,948 shares; 2025Q3: 199,655 shares; 2025Q4: 10,259 shares; 2026Q1: 198,478 shares 198,478 $18.3M 0.15% +188,219 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,286 shares; 2024Q4: 46,151 shares; 2025Q1: 80,662 shares; 2025Q2: 64,776 shares; 2025Q3: 61,421 shares; 2025Q4: 58,463 shares; 2026Q1: 217,934 shares 217,934 $18.2M 0.15% +159,471 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: 73,145 shares; 2024Q4: 114,901 shares; 2025Q1: 225,675 shares; 2025Q2: 340,157 shares; 2025Q3: 437,722 shares; 2025Q4: 588,449 shares; 2026Q1: 809,948 shares 809,948 $18M 0.14% +221,499 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: 168,416 shares; 2024Q4: 185,800 shares; 2025Q1: 177,717 shares; 2025Q2: 201,461 shares; 2025Q3: 201,749 shares; 2025Q4: 215,139 shares; 2026Q1: 233,976 shares 233,976 $18M 0.14% +18,837 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: 69,944 shares; 2024Q4: 75,003 shares; 2025Q1: 70,919 shares; 2025Q2: 62,737 shares; 2025Q3: 61,956 shares; 2025Q4: 52,024 shares; 2026Q1: 71,311 shares 71,311 $17.7M 0.14% +19,287 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,122 shares; 2024Q4: 61,590 shares; 2025Q1: 44,543 shares; 2025Q2: 250,227 shares; 2025Q3: 272,984 shares; 2025Q4: 127,112 shares; 2026Q1: 323,392 shares 323,392 $17.7M 0.14% +196,280 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: 10,977 shares; 2024Q4: 12,312 shares; 2025Q1: 12,000 shares; 2025Q2: 14,070 shares; 2025Q3: 15,206 shares; 2025Q4: 83,262 shares; 2026Q1: 183,114 shares 183,114 $17.6M 0.14% +99,852 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: 18,539 shares; 2024Q4: 17,197 shares; 2025Q1: 17,377 shares; 2025Q2: 24,904 shares; 2025Q3: 28,342 shares; 2025Q4: 74,191 shares; 2026Q1: 167,314 shares 167,314 $17.5M 0.14% +93,123 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278,776 shares; 2025Q3: 433,240 shares; 2025Q4: 144,083 shares; 2026Q1: 587,570 shares 587,570 $17.4M 0.14% +443,487 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: 15,440 shares; 2024Q4: 18,224 shares; 2025Q1: 20,064 shares; 2025Q2: 18,782 shares; 2025Q3: 21,005 shares; 2025Q4: 12,996 shares; 2026Q1: 24,323 shares 24,323 $17.2M 0.14% +11,327 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: 24,289 shares; 2024Q4: 26,315 shares; 2025Q1: 25,966 shares; 2025Q2: 25,906 shares; 2025Q3: 23,401 shares; 2025Q4: 16,868 shares; 2026Q1: 24,668 shares 24,668 $17.2M 0.14% +7,800 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: 156,235 shares; 2024Q4: 132,319 shares; 2025Q1: 128,265 shares; 2025Q2: 128,066 shares; 2025Q3: 127,209 shares; 2025Q4: 91,430 shares; 2026Q1: 120,902 shares 120,902 $17.1M 0.14% +29,472 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,211 shares; 2025Q3: 155,596 shares; 2025Q4: 241,652 shares; 2026Q1: 258,390 shares 258,390 $16.6M 0.13% +16,738 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: 45,055 shares; 2024Q4: 49,076 shares; 2025Q1: 49,351 shares; 2025Q2: 51,597 shares; 2025Q3: 53,058 shares; 2025Q4: 29,646 shares; 2026Q1: 68,432 shares 68,432 $16.6M 0.13% +38,786 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,359 shares; 2024Q4: 40,150 shares; 2025Q1: 43,188 shares; 2025Q2: 44,737 shares; 2025Q3: 234,806 shares; 2025Q4: not reported; 2026Q1: 358,756 shares 358,756 $16.5M 0.13% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,621 shares; 2024Q4: 357,180 shares; 2025Q1: 383,809 shares; 2025Q2: 393,153 shares; 2025Q3: 373,662 shares; 2025Q4: 281,605 shares; 2026Q1: 298,882 shares 298,882 $16.5M 0.13% +17,277 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: 1,446,617 shares; 2024Q4: 1,254,878 shares; 2025Q1: 1,151,592 shares; 2025Q2: 700,966 shares; 2025Q3: 695,943 shares; 2025Q4: 446,097 shares; 2026Q1: 745,196 shares 745,196 $16.5M 0.13% +299,099 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,445 shares; 2024Q4: 437,815 shares; 2025Q1: 426,291 shares; 2025Q2: 414,010 shares; 2025Q3: 408,844 shares; 2025Q4: 397,226 shares; 2026Q1: 414,592 shares 414,592 $16.5M 0.13% +17,366 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: 21,644 shares; 2024Q4: 24,828 shares; 2025Q1: 25,252 shares; 2025Q2: 29,486 shares; 2025Q3: 31,837 shares; 2025Q4: 26,084 shares; 2026Q1: 29,923 shares 29,923 $16.4M 0.13% +3,839 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: 107,748 shares; 2024Q4: 102,067 shares; 2025Q1: 136,999 shares; 2025Q2: 165,169 shares; 2025Q3: 73,200 shares; 2025Q4: 62,931 shares; 2026Q1: 77,675 shares 77,675 $16.4M 0.13% +14,744 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: 110,114 shares; 2024Q4: 115,447 shares; 2025Q1: 116,390 shares; 2025Q2: 119,954 shares; 2025Q3: 112,559 shares; 2025Q4: 92,460 shares; 2026Q1: 143,995 shares 143,995 $16.3M 0.13% +51,535 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: 71,326 shares; 2024Q4: 68,877 shares; 2025Q1: 80,676 shares; 2025Q2: 76,659 shares; 2025Q3: 87,609 shares; 2025Q4: 25,232 shares; 2026Q1: 79,625 shares 79,625 $16.2M 0.13% +54,393 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,951 shares; 2024Q4: 147,314 shares; 2025Q1: 115,581 shares; 2025Q2: 111,881 shares; 2025Q3: 110,354 shares; 2025Q4: 65,715 shares; 2026Q1: 113,615 shares 113,615 $16.2M 0.13% +47,900 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: 203,951 shares; 2024Q4: 227,244 shares; 2025Q1: 249,569 shares; 2025Q2: 307,598 shares; 2025Q3: 333,139 shares; 2025Q4: 284,758 shares; 2026Q1: 169,338 shares 169,338 $16.1M 0.13% -115,420 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672,268 shares 672,268 $16M 0.13% 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: 159,340 shares; 2024Q4: 162,993 shares; 2025Q1: 162,251 shares; 2025Q2: 160,781 shares; 2025Q3: 160,797 shares; 2025Q4: 2,094 shares; 2026Q1: 156,931 shares 156,931 $15.8M 0.13% +154,837 Timeline JSCP 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: 272,513 shares; 2025Q4: not reported; 2026Q1: 330,619 shares 330,619 $15.6M 0.12% new 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: 7,909 shares; 2024Q4: 14,389 shares; 2025Q1: 35,677 shares; 2025Q2: 41,618 shares; 2025Q3: 80,477 shares; 2025Q4: 88,224 shares; 2026Q1: 140,605 shares 140,605 $15.5M 0.12% +52,381 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,282 shares; 2025Q4: 280,920 shares; 2026Q1: 287,674 shares 287,674 $15.5M 0.12% +6,754 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 326,112 shares; 2025Q2: 318,633 shares; 2025Q3: 347,203 shares; 2025Q4: 22,867 shares; 2026Q1: 519,737 shares 519,737 $15.4M 0.12% +496,870 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 8,808 shares; 2025Q1: 132,683 shares; 2025Q2: 79,061 shares; 2025Q3: 78,177 shares; 2025Q4: 78,859 shares; 2026Q1: 163,761 shares 163,761 $15.4M 0.12% +84,902 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,229 shares; 2024Q4: 271,687 shares; 2025Q1: 271,087 shares; 2025Q2: 276,345 shares; 2025Q3: 265,856 shares; 2025Q4: 265,279 shares; 2026Q1: 290,721 shares 290,721 $15.3M 0.12% +25,442 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: 80,630 shares; 2024Q4: 77,542 shares; 2025Q1: 70,773 shares; 2025Q2: 66,164 shares; 2025Q3: 70,628 shares; 2025Q4: 52,015 shares; 2026Q1: 103,862 shares 103,862 $15.2M 0.12% +51,847 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: 10,051 shares; 2024Q4: 9,565 shares; 2025Q1: 9,864 shares; 2025Q2: 12,814 shares; 2025Q3: 13,961 shares; 2025Q4: 9,274 shares; 2026Q1: 17,287 shares 17,287 $15.1M 0.12% +8,013 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: 31,876 shares; 2024Q4: 31,551 shares; 2025Q1: 31,937 shares; 2025Q2: 36,066 shares; 2025Q3: 39,036 shares; 2025Q4: 29,676 shares; 2026Q1: 52,934 shares 52,934 $15M 0.12% +23,258 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: 45,044 shares; 2024Q4: 58,205 shares; 2025Q1: 35,468 shares; 2025Q2: 26,467 shares; 2025Q3: 36,446 shares; 2025Q4: 18,449 shares; 2026Q1: 44,384 shares 44,384 $15M 0.12% +25,935 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: 659,941 shares; 2024Q4: 667,170 shares; 2025Q1: 577,197 shares; 2025Q2: 560,725 shares; 2025Q3: 555,243 shares; 2025Q4: 540,257 shares; 2026Q1: 653,194 shares 653,194 $15M 0.12% +112,937 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: 129,356 shares; 2024Q4: 137,915 shares; 2025Q1: 126,507 shares; 2025Q2: 141,442 shares; 2025Q3: 157,104 shares; 2025Q4: 47,270 shares; 2026Q1: 182,365 shares 182,365 $15M 0.12% +135,095 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 116,723 shares; 2025Q4: 176,905 shares; 2026Q1: 210,149 shares 210,149 $14.9M 0.12% +33,244 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 31,580 shares; 2025Q1: 67,243 shares; 2025Q2: 54,975 shares; 2025Q3: 53,491 shares; 2025Q4: 41,956 shares; 2026Q1: 49,701 shares 49,701 $14.9M 0.12% +7,745 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: 280,104 shares; 2024Q4: 294,694 shares; 2025Q1: 319,490 shares; 2025Q2: 315,465 shares; 2025Q3: 520,737 shares; 2025Q4: 363,297 shares; 2026Q1: 579,593 shares 579,593 $14.8M 0.12% +216,296 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 31,143 shares; 2025Q1: 38,524 shares; 2025Q2: 61,809 shares; 2025Q3: 71,341 shares; 2025Q4: 56,797 shares; 2026Q1: 74,612 shares 74,612 $14.8M 0.12% +17,815 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: 220,620 shares; 2024Q4: 209,610 shares; 2025Q1: 211,069 shares; 2025Q2: 216,793 shares; 2025Q3: 244,240 shares; 2025Q4: 248,959 shares; 2026Q1: 245,282 shares 245,282 $14.7M 0.12% -3,677 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: 74,725 shares; 2024Q4: 77,130 shares; 2025Q1: 79,911 shares; 2025Q2: 82,256 shares; 2025Q3: 85,731 shares; 2025Q4: 41,659 shares; 2026Q1: 94,721 shares 94,721 $14.7M 0.12% +53,062 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: 42,866 shares; 2025Q1: 44,982 shares; 2025Q2: 49,638 shares; 2025Q3: 49,668 shares; 2025Q4: 19,510 shares; 2026Q1: 68,788 shares 68,788 $14.7M 0.12% +49,278 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: 256,823 shares; 2024Q4: 245,127 shares; 2025Q1: 122,197 shares; 2025Q2: 202,596 shares; 2025Q3: 230,010 shares; 2025Q4: 357,036 shares; 2026Q1: 507,179 shares 507,179 $14.5M 0.12% +150,143 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: 48,560 shares; 2024Q4: 31,714 shares; 2025Q1: 44,395 shares; 2025Q2: 36,986 shares; 2025Q3: 44,097 shares; 2025Q4: 12,310 shares; 2026Q1: 42,486 shares 42,486 $14.4M 0.11% +30,176 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: 45,296 shares; 2024Q4: 108,161 shares; 2025Q1: 195,312 shares; 2025Q2: 263,118 shares; 2025Q3: 292,137 shares; 2025Q4: 345,769 shares; 2026Q1: 428,873 shares 428,873 $14.3M 0.11% +83,104 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: 258,586 shares; 2024Q4: 303,197 shares; 2025Q1: 271,494 shares; 2025Q2: 228,362 shares; 2025Q3: 243,710 shares; 2025Q4: 235,417 shares; 2026Q1: 243,960 shares 243,960 $14.3M 0.11% +8,543 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: 39,696 shares; 2024Q4: 46,437 shares; 2025Q1: 46,081 shares; 2025Q2: 46,439 shares; 2025Q3: 45,881 shares; 2025Q4: 19,880 shares; 2026Q1: 45,879 shares 45,879 $14.3M 0.11% +25,999 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: 11,461 shares; 2024Q4: 13,389 shares; 2025Q1: 13,010 shares; 2025Q2: 15,039 shares; 2025Q3: 15,589 shares; 2025Q4: 14,690 shares; 2026Q1: 23,522 shares 23,522 $14.2M 0.11% +8,832 Timeline EMCB 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: 167,896 shares; 2024Q4: 177,336 shares; 2025Q1: 127,759 shares; 2025Q2: 134,299 shares; 2025Q3: 169,572 shares; 2025Q4: 179,345 shares; 2026Q1: 216,976 shares 216,976 $14.2M 0.11% +37,631 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: 39,162 shares; 2024Q4: 45,176 shares; 2025Q1: 42,411 shares; 2025Q2: 48,448 shares; 2025Q3: 48,831 shares; 2025Q4: 32,309 shares; 2026Q1: 65,122 shares 65,122 $14M 0.11% +32,813 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: 131,643 shares; 2024Q4: 131,822 shares; 2025Q1: 130,897 shares; 2025Q2: 135,466 shares; 2025Q3: 145,272 shares; 2025Q4: 88,397 shares; 2026Q1: 179,665 shares 179,665 $13.9M 0.11% +91,268 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: 81,479 shares; 2024Q4: 83,157 shares; 2025Q1: 83,761 shares; 2025Q2: 98,560 shares; 2025Q3: 98,238 shares; 2025Q4: 60,444 shares; 2026Q1: 114,218 shares 114,218 $13.7M 0.11% +53,774 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: 198,496 shares; 2024Q4: 200,583 shares; 2025Q1: 202,807 shares; 2025Q2: 202,667 shares; 2025Q3: 219,124 shares; 2025Q4: 128,913 shares; 2026Q1: 272,410 shares 272,410 $13.7M 0.11% +143,497 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: 488,757 shares; 2024Q4: 492,149 shares; 2025Q1: 481,165 shares; 2025Q2: 506,736 shares; 2025Q3: 493,154 shares; 2025Q4: 264,088 shares; 2026Q1: 486,681 shares 486,681 $13.7M 0.11% +222,593 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,572 shares; 2024Q4: 292,370 shares; 2025Q1: 317,897 shares; 2025Q2: 375,453 shares; 2025Q3: 243,524 shares; 2025Q4: 267,775 shares; 2026Q1: 284,484 shares 284,484 $13.6M 0.11% +16,709 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 12,783 shares; 2025Q1: 14,476 shares; 2025Q2: 24,136 shares; 2025Q3: 24,383 shares; 2025Q4: 60,803 shares; 2026Q1: 107,735 shares 107,735 $13.6M 0.11% +46,932 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: 51,563 shares; 2024Q4: 54,559 shares; 2025Q1: 58,218 shares; 2025Q2: 55,420 shares; 2025Q3: 60,063 shares; 2025Q4: 34,313 shares; 2026Q1: 61,948 shares 61,948 $13.5M 0.11% +27,635 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 17,186 shares; 2025Q1: 16,683 shares; 2025Q2: 17,814 shares; 2025Q3: 196,189 shares; 2025Q4: 11,096 shares; 2026Q1: 203,549 shares 203,549 $13.3M 0.11% +192,453 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: 56,094 shares; 2024Q4: 58,428 shares; 2025Q1: 60,803 shares; 2025Q2: 51,172 shares; 2025Q3: 57,463 shares; 2025Q4: 42,842 shares; 2026Q1: 68,460 shares 68,460 $13.2M 0.11% +25,618 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,665 shares; 2024Q4: 492,167 shares; 2025Q1: 499,558 shares; 2025Q2: 490,378 shares; 2025Q3: 279,610 shares; 2025Q4: 304,801 shares; 2026Q1: 312,660 shares 312,660 $13.2M 0.11% +7,859 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: 51,862 shares; 2024Q4: 52,978 shares; 2025Q1: 49,587 shares; 2025Q2: 46,846 shares; 2025Q3: 49,736 shares; 2025Q4: 15,143 shares; 2026Q1: 48,406 shares 48,406 $13.2M 0.11% +33,263 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,012 shares; 2024Q4: 163,383 shares; 2025Q1: 186,824 shares; 2025Q2: 190,115 shares; 2025Q3: 186,883 shares; 2025Q4: 186,305 shares; 2026Q1: 194,305 shares 194,305 $13M 0.1% +8,000 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,342 shares; 2024Q4: 228,906 shares; 2025Q1: 239,537 shares; 2025Q2: 245,493 shares; 2025Q3: 217,712 shares; 2025Q4: 209,863 shares; 2026Q1: 314,051 shares 314,051 $13M 0.1% +104,188 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,791 shares; 2024Q4: 27,105 shares; 2025Q1: 27,962 shares; 2025Q2: 43,086 shares; 2025Q3: 49,080 shares; 2025Q4: 40,565 shares; 2026Q1: 65,503 shares 65,503 $13M 0.1% +24,938 Timeline FTQI 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: 647,285 shares; 2024Q4: 664,102 shares; 2025Q1: 617,256 shares; 2025Q2: 639,170 shares; 2025Q3: 679,915 shares; 2025Q4: 173,494 shares; 2026Q1: 650,358 shares 650,358 $13M 0.1% +476,864 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,494 shares; 2024Q4: 456,028 shares; 2025Q1: 532,591 shares; 2025Q2: 630,288 shares; 2025Q3: 430,690 shares; 2025Q4: 367,306 shares; 2026Q1: 237,167 shares 237,167 $12.9M 0.1% -130,139 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: not reported; 2025Q1: 57,010 shares; 2025Q2: 83,883 shares; 2025Q3: 182,103 shares; 2025Q4: 111,886 shares; 2026Q1: 238,715 shares 238,715 $12.8M 0.1% +126,829 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: 32,406 shares; 2024Q4: 33,113 shares; 2025Q1: 34,154 shares; 2025Q2: 39,906 shares; 2025Q3: 34,570 shares; 2025Q4: 11,891 shares; 2026Q1: 37,472 shares 37,472 $12.8M 0.1% +25,581 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,928 shares; 2025Q2: 290,296 shares; 2025Q3: 177,550 shares; 2025Q4: 209,348 shares; 2026Q1: 264,193 shares 264,193 $12.7M 0.1% +54,845 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: 37,552 shares; 2024Q4: 60,398 shares; 2025Q1: 107,310 shares; 2025Q2: 117,677 shares; 2025Q3: 180,573 shares; 2025Q4: 104,886 shares; 2026Q1: 327,608 shares 327,608 $12.6M 0.1% +222,722 Timeline AUSM ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500,000 shares; 2025Q4: 500,001 shares; 2026Q1: 500,001 shares 500,001 $12.5M 0.1% 0 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: 43,380 shares; 2024Q4: 51,504 shares; 2025Q1: 48,319 shares; 2025Q2: 57,347 shares; 2025Q3: 62,416 shares; 2025Q4: 45,222 shares; 2026Q1: 57,997 shares 57,997 $12.4M 0.1% +12,775 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: 97,681 shares; 2024Q4: 99,894 shares; 2025Q1: 114,537 shares; 2025Q2: 169,488 shares; 2025Q3: 87,380 shares; 2025Q4: 93,904 shares; 2026Q1: 129,589 shares 129,589 $12.4M 0.1% +35,685 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,395 shares; 2024Q4: 39,095 shares; 2025Q1: 40,021 shares; 2025Q2: 53,775 shares; 2025Q3: 60,637 shares; 2025Q4: 48,951 shares; 2026Q1: 71,176 shares 71,176 $12.3M 0.1% +22,225 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,936 shares; 2025Q4: not reported; 2026Q1: 260,658 shares 260,658 $12.3M 0.1% 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: 27,662 shares; 2024Q4: 31,593 shares; 2025Q1: 29,161 shares; 2025Q2: 28,610 shares; 2025Q3: 27,345 shares; 2025Q4: 16,483 shares; 2026Q1: 28,680 shares 28,680 $12.2M 0.1% +12,197 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: 181,962 shares; 2024Q4: 168,853 shares; 2025Q1: 232,745 shares; 2025Q2: 231,066 shares; 2025Q3: 165,823 shares; 2025Q4: 145,078 shares; 2026Q1: 147,415 shares 147,415 $12.2M 0.1% +2,337 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,880 shares; 2024Q4: 276,285 shares; 2025Q1: 281,246 shares; 2025Q2: 268,549 shares; 2025Q3: 271,755 shares; 2025Q4: 23,172 shares; 2026Q1: 269,752 shares 269,752 $12.2M 0.1% +246,580 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: 14,874 shares; 2024Q4: 15,751 shares; 2025Q1: 14,223 shares; 2025Q2: 10,915 shares; 2025Q3: 11,442 shares; 2025Q4: 7,247 shares; 2026Q1: 14,378 shares 14,378 $12.2M 0.1% +7,131 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: 10,553 shares; 2024Q4: 13,451 shares; 2025Q1: not reported; 2025Q2: 10,084 shares; 2025Q3: 22,986 shares; 2025Q4: 20,766 shares; 2026Q1: 83,425 shares 83,425 $12.1M 0.1% +62,659 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: 59,515 shares; 2024Q4: 64,065 shares; 2025Q1: 62,557 shares; 2025Q2: 72,124 shares; 2025Q3: 72,188 shares; 2025Q4: 56,145 shares; 2026Q1: 81,625 shares 81,625 $12M 0.1% +25,480 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: 7,674 shares; 2025Q1: 5,915 shares; 2025Q2: 25,866 shares; 2025Q3: 33,213 shares; 2025Q4: 204,024 shares; 2026Q1: 238,543 shares 238,543 $11.9M 0.1% +34,519 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,104 shares; 2024Q4: 159,886 shares; 2025Q1: 156,803 shares; 2025Q2: 187,378 shares; 2025Q3: 271,786 shares; 2025Q4: 151,836 shares; 2026Q1: 272,248 shares 272,248 $11.7M 0.09% +120,412 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,961 shares; 2024Q4: 117,171 shares; 2025Q1: 129,132 shares; 2025Q2: 206,104 shares; 2025Q3: 249,396 shares; 2025Q4: 201,229 shares; 2026Q1: 350,121 shares 350,121 $11.6M 0.09% +148,892 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: 69,249 shares; 2024Q4: 64,821 shares; 2025Q1: 56,865 shares; 2025Q2: 60,353 shares; 2025Q3: 58,610 shares; 2025Q4: 43,229 shares; 2026Q1: 71,756 shares 71,756 $11.6M 0.09% +28,527 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: 14,501 shares; 2024Q4: 16,742 shares; 2025Q1: 24,555 shares; 2025Q2: 26,527 shares; 2025Q3: 28,539 shares; 2025Q4: 21,305 shares; 2026Q1: 30,236 shares 30,236 $11.6M 0.09% +8,931 Timeline SPYC 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: 288,311 shares; 2024Q4: 300,862 shares; 2025Q1: 246,784 shares; 2025Q2: 229,841 shares; 2025Q3: 250,408 shares; 2025Q4: 323,898 shares; 2026Q1: 293,039 shares 293,039 $11.6M 0.09% -30,859 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,702 shares; 2024Q4: 351,829 shares; 2025Q1: 350,993 shares; 2025Q2: 338,488 shares; 2025Q3: 346,144 shares; 2025Q4: 338,211 shares; 2026Q1: 338,034 shares 338,034 $11.5M 0.09% -177 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,979 shares; 2024Q4: 107,696 shares; 2025Q1: 210,213 shares; 2025Q2: 131,220 shares; 2025Q3: 204,845 shares; 2025Q4: 150,256 shares; 2026Q1: 231,131 shares 231,131 $11.5M 0.09% +80,875 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,782 shares; 2024Q4: 90,267 shares; 2025Q1: 88,628 shares; 2025Q2: 75,879 shares; 2025Q3: 74,645 shares; 2025Q4: 13,107 shares; 2026Q1: 228,607 shares 228,607 $11.4M 0.09% +215,500 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: 54,730 shares; 2024Q4: 65,346 shares; 2025Q1: 62,963 shares; 2025Q2: 72,476 shares; 2025Q3: 72,072 shares; 2025Q4: 75,299 shares; 2026Q1: 186,704 shares 186,704 $11.3M 0.09% +111,405 Timeline KRE 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: 157,868 shares; 2024Q4: 166,866 shares; 2025Q1: 167,514 shares; 2025Q2: 187,751 shares; 2025Q3: 190,711 shares; 2025Q4: 13,488 shares; 2026Q1: 173,258 shares 173,258 $11.3M 0.09% +159,770 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: 112,436 shares; 2024Q4: 120,502 shares; 2025Q1: 118,256 shares; 2025Q2: 120,712 shares; 2025Q3: 129,805 shares; 2025Q4: 82,739 shares; 2026Q1: 146,231 shares 146,231 $11.1M 0.09% +63,492 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: 64,675 shares; 2024Q4: 66,330 shares; 2025Q1: 66,516 shares; 2025Q2: 64,724 shares; 2025Q3: 68,130 shares; 2025Q4: 58,057 shares; 2026Q1: 72,556 shares 72,556 $11M 0.09% +14,499 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 29,541 shares; 2025Q1: 30,373 shares; 2025Q2: 43,789 shares; 2025Q3: 47,061 shares; 2025Q4: 34,764 shares; 2026Q1: 67,258 shares 67,258 $10.9M 0.09% +32,494 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: 111,077 shares; 2024Q4: 110,611 shares; 2025Q1: 107,251 shares; 2025Q2: 107,401 shares; 2025Q3: 106,085 shares; 2025Q4: 103,656 shares; 2026Q1: 106,391 shares 106,391 $10.9M 0.09% +2,735 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,950 shares; 2025Q4: 238,798 shares; 2026Q1: 218,941 shares 218,941 $10.9M 0.09% -19,857 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: 57,513 shares; 2024Q4: 62,794 shares; 2025Q1: 54,065 shares; 2025Q2: 59,549 shares; 2025Q3: 59,127 shares; 2025Q4: 44,513 shares; 2026Q1: 138,278 shares 138,278 $10.8M 0.09% +93,765 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,501 shares; 2024Q4: 117,249 shares; 2025Q1: 117,637 shares; 2025Q2: 117,950 shares; 2025Q3: 115,797 shares; 2025Q4: 115,998 shares; 2026Q1: 108,105 shares 108,105 $10.8M 0.09% -7,893 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,902 shares; 2024Q4: 218,887 shares; 2025Q1: 187,630 shares; 2025Q2: 204,377 shares; 2025Q3: 263,080 shares; 2025Q4: 370,746 shares; 2026Q1: 395,509 shares 395,509 $10.8M 0.09% +24,763 Timeline LGOV 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: 9,797 shares; 2024Q4: not reported; 2025Q1: 364,765 shares; 2025Q2: 388,066 shares; 2025Q3: 629,304 shares; 2025Q4: 655,358 shares; 2026Q1: 493,086 shares 493,086 $10.6M 0.08% -162,272 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 30,855 shares; 2025Q1: 30,455 shares; 2025Q2: 30,459 shares; 2025Q3: 171,442 shares; 2025Q4: 24,494 shares; 2026Q1: 172,899 shares 172,899 $10.6M 0.08% +148,405 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: 176,794 shares; 2024Q4: 207,812 shares; 2025Q1: 204,155 shares; 2025Q2: 219,880 shares; 2025Q3: 281,777 shares; 2025Q4: 285,021 shares; 2026Q1: 297,608 shares 297,608 $10.5M 0.08% +12,587 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: 27,181 shares; 2025Q1: 43,336 shares; 2025Q2: 85,522 shares; 2025Q3: 186,620 shares; 2025Q4: 222,119 shares; 2026Q1: 291,513 shares 291,513 $10.5M 0.08% +69,394 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,697 shares; 2024Q4: 45,394 shares; 2025Q1: 51,279 shares; 2025Q2: 98,105 shares; 2025Q3: 108,956 shares; 2025Q4: 139,200 shares; 2026Q1: 206,471 shares 206,471 $10.4M 0.08% +67,271 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: 71,010 shares; 2024Q4: 89,302 shares; 2025Q1: 115,056 shares; 2025Q2: 109,503 shares; 2025Q3: 126,944 shares; 2025Q4: 103,633 shares; 2026Q1: 187,489 shares 187,489 $10.4M 0.08% +83,856 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: 3,294 shares; 2025Q1: 3,410 shares; 2025Q2: 18,447 shares; 2025Q3: 197,019 shares; 2025Q4: 197,712 shares; 2026Q1: 162,463 shares 162,463 $10.4M 0.08% -35,249 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,190 shares; 2024Q4: 195,733 shares; 2025Q1: 152,659 shares; 2025Q2: 139,921 shares; 2025Q3: 138,682 shares; 2025Q4: 8,304 shares; 2026Q1: 135,945 shares 135,945 $10.3M 0.08% +127,641 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: 44,370 shares; 2024Q4: 47,803 shares; 2025Q1: 55,418 shares; 2025Q2: 65,239 shares; 2025Q3: 67,568 shares; 2025Q4: 76,359 shares; 2026Q1: 106,014 shares 106,014 $10.2M 0.08% +29,655 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,833 shares 170,833 $10.2M 0.08% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,666 shares; 2024Q4: 45,432 shares; 2025Q1: 44,641 shares; 2025Q2: 53,164 shares; 2025Q3: 54,690 shares; 2025Q4: 28,665 shares; 2026Q1: 61,312 shares 61,312 $10.1M 0.08% +32,647 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: 110,996 shares; 2024Q4: 122,432 shares; 2025Q1: 119,230 shares; 2025Q2: 138,757 shares; 2025Q3: 142,488 shares; 2025Q4: 86,468 shares; 2026Q1: 166,472 shares 166,472 $9.86M 0.08% +80,004 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,353 shares; 2024Q4: 199,593 shares; 2025Q1: 196,429 shares; 2025Q2: 186,045 shares; 2025Q3: 187,606 shares; 2025Q4: 190,663 shares; 2026Q1: 204,700 shares 204,700 $9.81M 0.08% +14,037 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: 64,312 shares; 2024Q4: 70,465 shares; 2025Q1: 50,867 shares; 2025Q2: 59,397 shares; 2025Q3: 64,332 shares; 2025Q4: 73,814 shares; 2026Q1: 97,318 shares 97,318 $9.8M 0.08% +23,504 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: 14,928 shares; 2024Q4: 15,275 shares; 2025Q1: 14,361 shares; 2025Q2: 20,128 shares; 2025Q3: 21,515 shares; 2025Q4: 13,328 shares; 2026Q1: 19,432 shares 19,432 $9.71M 0.08% +6,104 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: 103,156 shares; 2024Q4: 88,576 shares; 2025Q1: 81,359 shares; 2025Q2: 71,014 shares; 2025Q3: 46,369 shares; 2025Q4: 103,629 shares; 2026Q1: 210,489 shares 210,489 $9.66M 0.08% +106,860 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 8,668 shares; 2025Q1: 10,604 shares; 2025Q2: 17,591 shares; 2025Q3: 22,100 shares; 2025Q4: 17,604 shares; 2026Q1: 25,313 shares 25,313 $9.56M 0.08% +7,709 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: 15,732 shares; 2024Q4: 32,168 shares; 2025Q1: 32,158 shares; 2025Q2: 32,428 shares; 2025Q3: 35,033 shares; 2025Q4: 28,058 shares; 2026Q1: 59,150 shares 59,150 $9.48M 0.08% +31,092 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,668 shares; 2024Q4: 87,529 shares; 2025Q1: 37,339 shares; 2025Q2: 38,274 shares; 2025Q3: 80,972 shares; 2025Q4: 32,959 shares; 2026Q1: 88,260 shares 88,260 $9.4M 0.07% +55,301 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,318 shares; 2024Q4: 304,752 shares; 2025Q1: 325,296 shares; 2025Q2: 336,583 shares; 2025Q3: 382,935 shares; 2025Q4: 376,796 shares; 2026Q1: 366,495 shares 366,495 $9.39M 0.07% -10,301 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,899 shares; 2024Q4: 123,698 shares; 2025Q1: 135,081 shares; 2025Q2: 159,722 shares; 2025Q3: 262,185 shares; 2025Q4: 268,331 shares; 2026Q1: 268,823 shares 268,823 $9.29M 0.07% +492 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: 116,351 shares; 2024Q4: 128,715 shares; 2025Q1: 103,514 shares; 2025Q2: 106,192 shares; 2025Q3: 98,837 shares; 2025Q4: 101,920 shares; 2026Q1: 111,593 shares 111,593 $9.23M 0.07% +9,673 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: 264,750 shares; 2024Q4: 274,248 shares; 2025Q1: 300,658 shares; 2025Q2: 301,287 shares; 2025Q3: 288,353 shares; 2025Q4: 139,035 shares; 2026Q1: 318,379 shares 318,379 $9.23M 0.07% +179,344 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,340 shares; 2024Q4: 201,154 shares; 2025Q1: 214,873 shares; 2025Q2: 212,941 shares; 2025Q3: 213,473 shares; 2025Q4: 217,933 shares; 2026Q1: 228,877 shares 228,877 $9.19M 0.07% +10,944 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,631 shares; 2025Q4: 166,291 shares; 2026Q1: 169,108 shares 169,108 $9.15M 0.07% +2,817 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: 220,405 shares; 2024Q4: 392,603 shares; 2025Q1: 497,159 shares; 2025Q2: 513,859 shares; 2025Q3: 498,016 shares; 2025Q4: 380,725 shares; 2026Q1: 268,888 shares 268,888 $9.15M 0.07% -111,837 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,576 shares; 2024Q4: 138,626 shares; 2025Q1: 227,191 shares; 2025Q2: 135,890 shares; 2025Q3: 185,169 shares; 2025Q4: 64,408 shares; 2026Q1: 215,537 shares 215,537 $9.12M 0.07% +151,129 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: 189,316 shares; 2024Q4: 377,665 shares; 2025Q1: 355,926 shares; 2025Q2: 344,153 shares; 2025Q3: 324,529 shares; 2025Q4: 148,381 shares; 2026Q1: 312,761 shares 312,761 $9.1M 0.07% +164,380 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: 23,690 shares; 2024Q4: 24,292 shares; 2025Q1: 10,918 shares; 2025Q2: 36,685 shares; 2025Q3: 39,287 shares; 2025Q4: 13,224 shares; 2026Q1: 49,836 shares 49,836 $9.09M 0.07% +36,612 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: 78,436 shares; 2024Q4: 118,071 shares; 2025Q1: 119,366 shares; 2025Q2: 109,506 shares; 2025Q3: 105,197 shares; 2025Q4: 47,972 shares; 2026Q1: 112,828 shares 112,828 $8.98M 0.07% +64,856 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: 50,871 shares; 2024Q4: 52,823 shares; 2025Q1: 61,662 shares; 2025Q2: 72,802 shares; 2025Q3: 74,490 shares; 2025Q4: 73,402 shares; 2026Q1: 75,590 shares 75,590 $8.95M 0.07% +2,188 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,744 shares; 2024Q4: 137,815 shares; 2025Q1: 175,512 shares; 2025Q2: 167,628 shares; 2025Q3: 186,691 shares; 2025Q4: 82,535 shares; 2026Q1: 290,327 shares 290,327 $8.94M 0.07% +207,792 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 4,863 shares; 2025Q1: 185,811 shares; 2025Q2: 184,918 shares; 2025Q3: 179,263 shares; 2025Q4: 181,890 shares; 2026Q1: 176,528 shares 176,528 $8.82M 0.07% -5,362 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: 145,105 shares; 2024Q4: 130,992 shares; 2025Q1: 107,183 shares; 2025Q2: 175,722 shares; 2025Q3: 192,729 shares; 2025Q4: 191,866 shares; 2026Q1: 300,504 shares 300,504 $8.77M 0.07% +108,638 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312,897 shares; 2025Q4: 37,416 shares; 2026Q1: 353,677 shares 353,677 $8.6M 0.07% +316,261 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: 7,138 shares; 2025Q1: 71,535 shares; 2025Q2: 87,906 shares; 2025Q3: 222,289 shares; 2025Q4: 13,455 shares; 2026Q1: 254,044 shares 254,044 $8.57M 0.07% +240,589 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: 17,897 shares; 2024Q4: 18,268 shares; 2025Q1: 19,425 shares; 2025Q2: 20,082 shares; 2025Q3: 18,568 shares; 2025Q4: 15,689 shares; 2026Q1: 28,034 shares 28,034 $8.48M 0.07% +12,345 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,530 shares; 2024Q4: 144,614 shares; 2025Q1: 149,633 shares; 2025Q2: 830,451 shares; 2025Q3: 598,174 shares; 2025Q4: 65,639 shares; 2026Q1: 429,820 shares 429,820 $8.36M 0.07% +364,181 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: 22,491 shares; 2024Q4: 23,256 shares; 2025Q1: 23,257 shares; 2025Q2: 23,686 shares; 2025Q3: 22,475 shares; 2025Q4: 15,499 shares; 2026Q1: 23,642 shares 23,642 $8.32M 0.07% +8,143 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,802 shares; 2024Q4: 111,555 shares; 2025Q1: 107,253 shares; 2025Q2: 43,257 shares; 2025Q3: 50,430 shares; 2025Q4: 41,905 shares; 2026Q1: 189,328 shares 189,328 $8.25M 0.07% +147,423 Timeline EMGF 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: 619,348 shares; 2024Q4: 369,586 shares; 2025Q1: 329,868 shares; 2025Q2: 325,214 shares; 2025Q3: 134,310 shares; 2025Q4: 19,594 shares; 2026Q1: 134,748 shares 134,748 $8.14M 0.06% +115,154 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: 88,100 shares; 2024Q4: 92,801 shares; 2025Q1: 93,363 shares; 2025Q2: 97,479 shares; 2025Q3: 99,269 shares; 2025Q4: 56,075 shares; 2026Q1: 123,318 shares 123,318 $8.14M 0.06% +67,243 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: 95,326 shares; 2024Q4: 108,165 shares; 2025Q1: 94,966 shares; 2025Q2: 98,037 shares; 2025Q3: 108,937 shares; 2025Q4: 99,129 shares; 2026Q1: 103,300 shares 103,300 $8.1M 0.06% +4,171 Timeline SKYY 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: 69,956 shares; 2024Q4: 71,723 shares; 2025Q1: 71,677 shares; 2025Q2: 72,451 shares; 2025Q3: 72,259 shares; 2025Q4: 7,419 shares; 2026Q1: 73,840 shares 73,840 $8.08M 0.06% +66,421 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: 29,956 shares; 2024Q4: 29,222 shares; 2025Q1: 28,742 shares; 2025Q2: 35,627 shares; 2025Q3: 34,822 shares; 2025Q4: 24,178 shares; 2026Q1: 50,163 shares 50,163 $8.01M 0.06% +25,985 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: 23,828 shares; 2024Q4: 26,745 shares; 2025Q1: 26,383 shares; 2025Q2: 23,716 shares; 2025Q3: 25,384 shares; 2025Q4: 16,146 shares; 2026Q1: 29,598 shares 29,598 $8.01M 0.06% +13,452 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,834 shares; 2024Q4: 8,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,110 shares; 2026Q1: 314,033 shares 314,033 $7.95M 0.06% +305,923 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: 19,828 shares; 2024Q4: 21,024 shares; 2025Q1: 22,864 shares; 2025Q2: 22,114 shares; 2025Q3: 22,227 shares; 2025Q4: 19,693 shares; 2026Q1: 20,365 shares 20,365 $7.95M 0.06% +672 Timeline PTRB 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: 614,221 shares; 2024Q4: 640,590 shares; 2025Q1: 203,040 shares; 2025Q2: 206,046 shares; 2025Q3: 188,801 shares; 2025Q4: 188,624 shares; 2026Q1: 190,437 shares 190,437 $7.91M 0.06% +1,813 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: 44,459 shares; 2024Q4: 45,446 shares; 2025Q1: 39,657 shares; 2025Q2: 39,354 shares; 2025Q3: 38,997 shares; 2025Q4: 28,027 shares; 2026Q1: 81,177 shares 81,177 $7.88M 0.06% +53,150 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,173 shares; 2024Q4: 122,692 shares; 2025Q1: 116,531 shares; 2025Q2: 113,394 shares; 2025Q3: 109,946 shares; 2025Q4: 107,464 shares; 2026Q1: 110,100 shares 110,100 $7.86M 0.06% +2,636 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,626 shares; 2024Q4: 173,062 shares; 2025Q1: 145,126 shares; 2025Q2: 144,869 shares; 2025Q3: 142,608 shares; 2025Q4: 140,594 shares; 2026Q1: 115,425 shares 115,425 $7.84M 0.06% -25,169 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: 70,795 shares; 2024Q4: 242,096 shares; 2025Q1: 256,003 shares; 2025Q2: 259,879 shares; 2025Q3: 256,162 shares; 2025Q4: 196,333 shares; 2026Q1: 256,953 shares 256,953 $7.84M 0.06% +60,620 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,924 shares; 2025Q1: 2,647 shares; 2025Q2: 3,071 shares; 2025Q3: 4,033 shares; 2025Q4: 1,900 shares; 2026Q1: 5,923 shares 5,923 $7.82M 0.06% +4,023 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: 11,841 shares; 2024Q4: 34,947 shares; 2025Q1: 38,923 shares; 2025Q2: 40,618 shares; 2025Q3: 48,147 shares; 2025Q4: 48,306 shares; 2026Q1: 69,615 shares 69,615 $7.8M 0.06% +21,309 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 16,213 shares; 2025Q1: 15,276 shares; 2025Q2: 15,579 shares; 2025Q3: 14,692 shares; 2025Q4: 1,030 shares; 2026Q1: 18,365 shares 18,365 $7.8M 0.06% +17,335 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: 20,973 shares; 2024Q4: 39,278 shares; 2025Q1: 80,482 shares; 2025Q2: 106,710 shares; 2025Q3: 149,663 shares; 2025Q4: 194,980 shares; 2026Q1: 226,531 shares 226,531 $7.79M 0.06% +31,551 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,382 shares; 2025Q4: not reported; 2026Q1: 195,741 shares 195,741 $7.79M 0.06% new 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: 35,081 shares; 2024Q4: 39,984 shares; 2025Q1: 65,314 shares; 2025Q2: 68,130 shares; 2025Q3: 74,396 shares; 2025Q4: 71,287 shares; 2026Q1: 81,989 shares 81,989 $7.7M 0.06% +10,702 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: 87,069 shares; 2024Q4: 105,046 shares; 2025Q1: 119,062 shares; 2025Q2: 134,019 shares; 2025Q3: 141,711 shares; 2025Q4: 78,684 shares; 2026Q1: 146,102 shares 146,102 $7.68M 0.06% +67,418 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,708 shares; 2024Q4: 69,845 shares; 2025Q1: 67,911 shares; 2025Q2: 70,210 shares; 2025Q3: 76,853 shares; 2025Q4: 23,534 shares; 2026Q1: 78,934 shares 78,934 $7.62M 0.06% +55,400 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,359 shares; 2024Q4: 115,266 shares; 2025Q1: 110,070 shares; 2025Q2: 107,573 shares; 2025Q3: 105,015 shares; 2025Q4: 102,567 shares; 2026Q1: 101,720 shares 101,720 $7.54M 0.06% -847 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: 8,563 shares; 2024Q4: 8,855 shares; 2025Q1: 10,732 shares; 2025Q2: 11,350 shares; 2025Q3: 11,633 shares; 2025Q4: 26,497 shares; 2026Q1: 29,608 shares 29,608 $7.52M 0.06% +3,111 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 9,985 shares; 2025Q1: 9,897 shares; 2025Q2: 12,000 shares; 2025Q3: 10,240 shares; 2025Q4: 7,089 shares; 2026Q1: 28,178 shares 28,178 $7.52M 0.06% +21,089 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: 33,497 shares; 2024Q4: 48,000 shares; 2025Q1: 69,008 shares; 2025Q2: 69,201 shares; 2025Q3: 76,143 shares; 2025Q4: 155,120 shares; 2026Q1: 343,944 shares 343,944 $7.51M 0.06% +188,824 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: 241,091 shares; 2024Q4: 200,984 shares; 2025Q1: 181,583 shares; 2025Q2: 195,858 shares; 2025Q3: 165,786 shares; 2025Q4: 158,429 shares; 2026Q1: 123,925 shares 123,925 $7.49M 0.06% -34,504 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,952 shares; 2024Q4: 51,719 shares; 2025Q1: 58,521 shares; 2025Q2: 55,009 shares; 2025Q3: 60,037 shares; 2025Q4: 55,931 shares; 2026Q1: 61,514 shares 61,514 $7.44M 0.06% +5,583 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 12,589 shares; 2025Q1: 13,383 shares; 2025Q2: 13,180 shares; 2025Q3: 13,233 shares; 2025Q4: 12,104 shares; 2026Q1: 67,595 shares 67,595 $7.41M 0.06% +55,491 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,313 shares; 2024Q4: 304,841 shares; 2025Q1: 299,141 shares; 2025Q2: 327,140 shares; 2025Q3: 346,669 shares; 2025Q4: 233,262 shares; 2026Q1: 319,105 shares 319,105 $7.41M 0.06% +85,843 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,972 shares; 2024Q4: 234,140 shares; 2025Q1: 234,738 shares; 2025Q2: 234,160 shares; 2025Q3: 234,256 shares; 2025Q4: 227,541 shares; 2026Q1: 233,691 shares 233,691 $7.41M 0.06% +6,150 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,525 shares; 2024Q4: 70,813 shares; 2025Q1: 292,168 shares; 2025Q2: 316,269 shares; 2025Q3: 322,063 shares; 2025Q4: 326,572 shares; 2026Q1: 318,533 shares 318,533 $7.31M 0.06% -8,039 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: 30,693 shares; 2024Q4: 28,761 shares; 2025Q1: 28,617 shares; 2025Q2: 31,525 shares; 2025Q3: 32,218 shares; 2025Q4: 23,647 shares; 2026Q1: 36,555 shares 36,555 $7.28M 0.06% +12,908 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: 1,977 shares; 2024Q4: 2,158 shares; 2025Q1: 1,783 shares; 2025Q2: 3,634 shares; 2025Q3: 4,445 shares; 2025Q4: 3,705 shares; 2026Q1: 5,263 shares 5,263 $7.26M 0.06% +1,558 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: 30,671 shares; 2024Q4: 33,344 shares; 2025Q1: 51,740 shares; 2025Q2: 48,638 shares; 2025Q3: 54,236 shares; 2025Q4: 27,744 shares; 2026Q1: 62,990 shares 62,990 $7.24M 0.06% +35,246 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: 18,780 shares; 2024Q4: 21,159 shares; 2025Q1: 22,935 shares; 2025Q2: 25,876 shares; 2025Q3: 23,359 shares; 2025Q4: 17,479 shares; 2026Q1: 38,729 shares 38,729 $7.23M 0.06% +21,250 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: 7,977 shares; 2024Q4: 8,403 shares; 2025Q1: 7,687 shares; 2025Q2: 9,415 shares; 2025Q3: 11,333 shares; 2025Q4: 8,018 shares; 2026Q1: 20,212 shares 20,212 $7.2M 0.06% +12,194 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,776 shares; 2024Q4: 85,703 shares; 2025Q1: 150,798 shares; 2025Q2: 193,940 shares; 2025Q3: 237,788 shares; 2025Q4: 236,679 shares; 2026Q1: 296,826 shares 296,826 $7.2M 0.06% +60,147 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,110 shares; 2024Q4: 39,059 shares; 2025Q1: 39,988 shares; 2025Q2: 42,939 shares; 2025Q3: 46,302 shares; 2025Q4: 44,483 shares; 2026Q1: 51,657 shares 51,657 $7.15M 0.06% +7,174 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,476 shares; 2024Q4: 337,650 shares; 2025Q1: 270,895 shares; 2025Q2: 274,722 shares; 2025Q3: 309,908 shares; 2025Q4: 418,615 shares; 2026Q1: 378,380 shares 378,380 $7.13M 0.06% -40,235 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: 44,463 shares; 2024Q4: 66,427 shares; 2025Q1: 66,272 shares; 2025Q2: 67,834 shares; 2025Q3: 71,081 shares; 2025Q4: 44,125 shares; 2026Q1: 75,873 shares 75,873 $7.05M 0.06% +31,748 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: 158,320 shares; 2024Q4: 150,747 shares; 2025Q1: 99,750 shares; 2025Q2: 133,267 shares; 2025Q3: 164,607 shares; 2025Q4: 108,619 shares; 2026Q1: 159,372 shares 159,372 $7.03M 0.06% +50,753 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: 258,657 shares; 2024Q4: 283,408 shares; 2025Q1: 288,063 shares; 2025Q2: 298,223 shares; 2025Q3: 208,016 shares; 2025Q4: 165,951 shares; 2026Q1: 144,325 shares 144,325 $7.03M 0.06% -21,626 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,792 shares; 2024Q4: 73,201 shares; 2025Q1: 75,792 shares; 2025Q2: 68,127 shares; 2025Q3: 70,775 shares; 2025Q4: 45,470 shares; 2026Q1: 69,813 shares 69,813 $7.03M 0.06% +24,343 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: 36,353 shares; 2024Q4: 48,516 shares; 2025Q1: 61,170 shares; 2025Q2: 70,078 shares; 2025Q3: 93,293 shares; 2025Q4: 58,188 shares; 2026Q1: 97,467 shares 97,467 $7.01M 0.06% +39,279 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,845 shares; 2024Q4: 87,557 shares; 2025Q1: 96,000 shares; 2025Q2: 95,391 shares; 2025Q3: 97,126 shares; 2025Q4: 94,047 shares; 2026Q1: 96,328 shares 96,328 $7M 0.06% +2,281 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: 116,211 shares; 2024Q4: 281,961 shares; 2025Q1: 258,905 shares; 2025Q2: 278,803 shares; 2025Q3: 265,318 shares; 2025Q4: 206,090 shares; 2026Q1: 282,132 shares 282,132 $6.98M 0.06% +76,042 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 29,523 shares; 2025Q1: 33,927 shares; 2025Q2: 43,937 shares; 2025Q3: 78,786 shares; 2025Q4: 114,249 shares; 2026Q1: 147,841 shares 147,841 $6.95M 0.06% +33,592 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: 25,210 shares; 2024Q4: 43,768 shares; 2025Q1: 56,948 shares; 2025Q2: 81,481 shares; 2025Q3: 106,754 shares; 2025Q4: 136,346 shares; 2026Q1: 172,735 shares 172,735 $6.94M 0.06% +36,389 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,506 shares; 2024Q4: 127,076 shares; 2025Q1: 142,028 shares; 2025Q2: 149,629 shares; 2025Q3: 143,656 shares; 2025Q4: 142,243 shares; 2026Q1: 139,029 shares 139,029 $6.92M 0.06% -3,214 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: 17,887 shares; 2024Q4: 57,621 shares; 2025Q1: 111,240 shares; 2025Q2: 142,452 shares; 2025Q3: 148,390 shares; 2025Q4: 161,389 shares; 2026Q1: 178,623 shares 178,623 $6.86M 0.05% +17,234 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,022 shares; 2024Q4: 122,907 shares; 2025Q1: 176,718 shares; 2025Q2: 216,784 shares; 2025Q3: 235,334 shares; 2025Q4: 216,042 shares; 2026Q1: 270,053 shares 270,053 $6.84M 0.05% +54,011 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: 27,166 shares; 2024Q4: 27,505 shares; 2025Q1: 28,253 shares; 2025Q2: 27,016 shares; 2025Q3: 26,750 shares; 2025Q4: 20,266 shares; 2026Q1: 29,725 shares 29,725 $6.83M 0.05% +9,459 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: 113,716 shares; 2024Q4: 111,232 shares; 2025Q1: 104,494 shares; 2025Q2: 91,492 shares; 2025Q3: 68,820 shares; 2025Q4: 64,003 shares; 2026Q1: 73,139 shares 73,139 $6.78M 0.05% +9,136 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,127 shares; 2024Q4: 142,818 shares; 2025Q1: 199,924 shares; 2025Q2: 199,201 shares; 2025Q3: 211,587 shares; 2025Q4: 226,917 shares; 2026Q1: 273,296 shares 273,296 $6.78M 0.05% +46,379 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: 80,258 shares; 2024Q4: 67,290 shares; 2025Q1: 68,200 shares; 2025Q2: 65,391 shares; 2025Q3: 67,195 shares; 2025Q4: 40,678 shares; 2026Q1: 70,300 shares 70,300 $6.78M 0.05% +29,622 Timeline GJUL 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: 166,158 shares; 2024Q4: 166,158 shares; 2025Q1: 166,158 shares; 2025Q2: 166,158 shares; 2025Q3: 166,158 shares; 2025Q4: 166,158 shares; 2026Q1: 166,158 shares 166,158 $6.78M 0.05% 0 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: 9,481 shares; 2024Q4: 9,564 shares; 2025Q1: 10,245 shares; 2025Q2: 14,502 shares; 2025Q3: 15,562 shares; 2025Q4: 13,453 shares; 2026Q1: 19,737 shares 19,737 $6.77M 0.05% +6,284 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: 2,395 shares; 2024Q4: 3,011 shares; 2025Q1: 5,137 shares; 2025Q2: 7,331 shares; 2025Q3: 31,025 shares; 2025Q4: 17,224 shares; 2026Q1: 66,751 shares 66,751 $6.71M 0.05% +49,527 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 97,553 shares; 2025Q4: 26,651 shares; 2026Q1: 132,807 shares 132,807 $6.7M 0.05% +106,156 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,430 shares; 2025Q2: 276,250 shares; 2025Q3: 395,362 shares; 2025Q4: 419,751 shares; 2026Q1: 349,575 shares 349,575 $6.63M 0.05% -70,176 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: 75,842 shares; 2024Q4: 76,824 shares; 2025Q1: 80,322 shares; 2025Q2: 85,777 shares; 2025Q3: 78,723 shares; 2025Q4: 58,609 shares; 2026Q1: 59,599 shares 59,599 $6.61M 0.05% +990 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: 107,659 shares; 2024Q4: 92,067 shares; 2025Q1: 91,637 shares; 2025Q2: 84,202 shares; 2025Q3: 80,233 shares; 2025Q4: 45,297 shares; 2026Q1: 59,713 shares 59,713 $6.59M 0.05% +14,416 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,921 shares; 2024Q4: 8,853 shares; 2025Q1: 3,564 shares; 2025Q2: 36,466 shares; 2025Q3: 37,663 shares; 2025Q4: 38,109 shares; 2026Q1: 41,008 shares 41,008 $6.58M 0.05% +2,899 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: 40,713 shares; 2024Q4: 54,318 shares; 2025Q1: 56,490 shares; 2025Q2: 59,788 shares; 2025Q3: 66,247 shares; 2025Q4: 50,459 shares; 2026Q1: 129,212 shares 129,212 $6.56M 0.05% +78,753 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,359 shares; 2024Q4: 124,898 shares; 2025Q1: 179,958 shares; 2025Q2: 194,237 shares; 2025Q3: 219,945 shares; 2025Q4: 201,726 shares; 2026Q1: 269,497 shares 269,497 $6.53M 0.05% +67,771 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: 115,501 shares; 2024Q4: 139,853 shares; 2025Q1: 146,601 shares; 2025Q2: 153,232 shares; 2025Q3: 154,508 shares; 2025Q4: 160,079 shares; 2026Q1: 173,832 shares 173,832 $6.52M 0.05% +13,753 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,656 shares; 2025Q3: 30,430 shares; 2025Q4: 31,006 shares; 2026Q1: 167,415 shares 167,415 $6.46M 0.05% +136,409 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: 69,418 shares; 2024Q4: 105,140 shares; 2025Q1: 39,901 shares; 2025Q2: 36,035 shares; 2025Q3: 34,985 shares; 2025Q4: 26,684 shares; 2026Q1: 74,453 shares 74,453 $6.45M 0.05% +47,769 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: 80,094 shares; 2024Q4: 81,884 shares; 2025Q1: 79,236 shares; 2025Q2: 75,831 shares; 2025Q3: 72,985 shares; 2025Q4: 67,073 shares; 2026Q1: 69,770 shares 69,770 $6.44M 0.05% +2,697 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: 24,765 shares; 2024Q4: 25,587 shares; 2025Q1: 28,502 shares; 2025Q2: 20,182 shares; 2025Q3: 20,977 shares; 2025Q4: 16,151 shares; 2026Q1: 28,484 shares 28,484 $6.44M 0.05% +12,333 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 9,465 shares; 2025Q1: 8,514 shares; 2025Q2: 11,051 shares; 2025Q3: 12,355 shares; 2025Q4: 11,297 shares; 2026Q1: 19,743 shares 19,743 $6.43M 0.05% +8,446 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,728 shares; 2024Q4: 240,953 shares; 2025Q1: 202,507 shares; 2025Q2: 214,379 shares; 2025Q3: 224,030 shares; 2025Q4: 269,125 shares; 2026Q1: 227,232 shares 227,232 $6.43M 0.05% -41,893 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: 100,723 shares; 2024Q4: 107,348 shares; 2025Q1: 117,111 shares; 2025Q2: 134,982 shares; 2025Q3: 161,266 shares; 2025Q4: 177,106 shares; 2026Q1: 229,443 shares 229,443 $6.42M 0.05% +52,337 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 9,783 shares; 2025Q2: 14,645 shares; 2025Q3: 13,103 shares; 2025Q4: 373 shares; 2026Q1: 11,339 shares 11,339 $6.37M 0.05% +10,966 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: 62,046 shares; 2024Q4: 61,880 shares; 2025Q1: 104,513 shares; 2025Q2: 86,591 shares; 2025Q3: 102,975 shares; 2025Q4: 106,563 shares; 2026Q1: 121,431 shares 121,431 $6.34M 0.05% +14,868 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,092 shares; 2024Q4: 229,453 shares; 2025Q1: 240,546 shares; 2025Q2: 252,635 shares; 2025Q3: 252,767 shares; 2025Q4: 141,388 shares; 2026Q1: 258,450 shares 258,450 $6.27M 0.05% +117,062 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: 7,695 shares; 2024Q4: 8,832 shares; 2025Q1: 9,553 shares; 2025Q2: 9,035 shares; 2025Q3: 8,789 shares; 2025Q4: 5,168 shares; 2026Q1: 10,984 shares 10,984 $6.19M 0.05% +5,816 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,161 shares; 2025Q2: 46,353 shares; 2025Q3: 45,118 shares; 2025Q4: 45,162 shares; 2026Q1: 47,142 shares 47,142 $6.18M 0.05% +1,980 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,969 shares 82,969 $6.13M 0.05% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 4,491 shares; 2025Q1: 15,839 shares; 2025Q2: 10,174 shares; 2025Q3: 11,760 shares; 2025Q4: 8,463 shares; 2026Q1: 22,631 shares 22,631 $6.12M 0.05% +14,168 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: 29,896 shares; 2024Q4: 28,938 shares; 2025Q1: 30,309 shares; 2025Q2: 37,503 shares; 2025Q3: 36,197 shares; 2025Q4: 33,753 shares; 2026Q1: 46,370 shares 46,370 $6.12M 0.05% +12,617 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,168 shares; 2024Q4: 83,298 shares; 2025Q1: 105,305 shares; 2025Q2: 114,742 shares; 2025Q3: 124,573 shares; 2025Q4: 133,576 shares; 2026Q1: 122,000 shares 122,000 $6.1M 0.05% -11,576 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: 7,288 shares; 2024Q4: 8,132 shares; 2025Q1: 8,197 shares; 2025Q2: 8,501 shares; 2025Q3: 9,436 shares; 2025Q4: 6,114 shares; 2026Q1: 12,274 shares 12,274 $6.08M 0.05% +6,160 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: 15,904 shares; 2024Q4: 16,089 shares; 2025Q1: 15,157 shares; 2025Q2: 19,515 shares; 2025Q3: 28,996 shares; 2025Q4: 36,445 shares; 2026Q1: 27,812 shares 27,812 $6.08M 0.05% -8,633 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: 17,501 shares; 2024Q4: 16,804 shares; 2025Q1: 26,256 shares; 2025Q2: 30,469 shares; 2025Q3: 32,694 shares; 2025Q4: 33,306 shares; 2026Q1: 56,197 shares 56,197 $6.08M 0.05% +22,891 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 42,738 shares; 2025Q1: 43,580 shares; 2025Q2: 42,586 shares; 2025Q3: 40,413 shares; 2025Q4: 31,162 shares; 2026Q1: 48,442 shares 48,442 $6.06M 0.05% +17,280 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: 115,303 shares; 2024Q4: 121,004 shares; 2025Q1: 142,200 shares; 2025Q2: 149,486 shares; 2025Q3: 154,693 shares; 2025Q4: 155,329 shares; 2026Q1: 180,343 shares 180,343 $6.05M 0.05% +25,014 Timeline XPND 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: 151,562 shares; 2025Q2: 141,266 shares; 2025Q3: 154,647 shares; 2025Q4: not reported; 2026Q1: 184,177 shares 184,177 $6.05M 0.05% new Timeline JANB 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: not reported; 2025Q4: not reported; 2026Q1: 240,225 shares 240,225 $6.03M 0.05% new 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: 64,641 shares; 2024Q4: 76,958 shares; 2025Q1: 135,125 shares; 2025Q2: 122,796 shares; 2025Q3: 176,908 shares; 2025Q4: 221,572 shares; 2026Q1: 260,744 shares 260,744 $5.99M 0.05% +39,172 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: 4,057 shares; 2024Q4: 4,192 shares; 2025Q1: 5,323 shares; 2025Q2: 5,162 shares; 2025Q3: 4,910 shares; 2025Q4: 4,511 shares; 2026Q1: 6,903 shares 6,903 $5.97M 0.05% +2,392 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,358 shares; 2025Q2: 71,020 shares; 2025Q3: 69,201 shares; 2025Q4: not reported; 2026Q1: 66,977 shares 66,977 $5.92M 0.05% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,263 shares; 2024Q4: 215,215 shares; 2025Q1: 195,999 shares; 2025Q2: 195,038 shares; 2025Q3: 193,180 shares; 2025Q4: 48,442 shares; 2026Q1: 193,879 shares 193,879 $5.92M 0.05% +145,437 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,505 shares; 2025Q1: 6,721 shares; 2025Q2: 19,077 shares; 2025Q3: 19,582 shares; 2025Q4: 13,788 shares; 2026Q1: 23,185 shares 23,185 $5.9M 0.05% +9,397 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: 21,178 shares; 2025Q1: 19,429 shares; 2025Q2: 27,455 shares; 2025Q3: 31,841 shares; 2025Q4: 26,232 shares; 2026Q1: 47,992 shares 47,992 $5.89M 0.05% +21,760 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 18,544 shares; 2025Q1: 16,686 shares; 2025Q2: 33,615 shares; 2025Q3: 133,090 shares; 2025Q4: 85,229 shares; 2026Q1: 88,718 shares 88,718 $5.88M 0.05% +3,489 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,613 shares; 2024Q4: 367,958 shares; 2025Q1: 369,241 shares; 2025Q2: 374,342 shares; 2025Q3: 161,638 shares; 2025Q4: 68,804 shares; 2026Q1: 173,489 shares 173,489 $5.87M 0.05% +104,685 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,102 shares; 2024Q4: 83,720 shares; 2025Q1: 73,914 shares; 2025Q2: 65,145 shares; 2025Q3: 69,214 shares; 2025Q4: 50,449 shares; 2026Q1: 66,106 shares 66,106 $5.86M 0.05% +15,657 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,590 shares; 2024Q4: 30,704 shares; 2025Q1: 31,291 shares; 2025Q2: 30,012 shares; 2025Q3: 28,956 shares; 2025Q4: 1,169 shares; 2026Q1: 29,186 shares 29,186 $5.86M 0.05% +28,017 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,213 shares; 2024Q4: 49,071 shares; 2025Q1: 8,829 shares; 2025Q2: 17,346 shares; 2025Q3: 66,477 shares; 2025Q4: 64,324 shares; 2026Q1: 72,805 shares 72,805 $5.85M 0.05% +8,481 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: 7,653 shares; 2024Q4: 7,820 shares; 2025Q1: 8,466 shares; 2025Q2: 10,001 shares; 2025Q3: 9,452 shares; 2025Q4: 7,773 shares; 2026Q1: 10,870 shares 10,870 $5.85M 0.05% +3,097 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: 31,917 shares; 2024Q4: 90,367 shares; 2025Q1: 91,275 shares; 2025Q2: 111,474 shares; 2025Q3: 105,725 shares; 2025Q4: 32,972 shares; 2026Q1: 112,265 shares 112,265 $5.84M 0.05% +79,293 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,183 shares; 2024Q4: 54,847 shares; 2025Q1: 62,402 shares; 2025Q2: 60,502 shares; 2025Q3: 62,213 shares; 2025Q4: 46,775 shares; 2026Q1: 113,048 shares 113,048 $5.81M 0.05% +66,273 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,357 shares; 2025Q1: 64,570 shares; 2025Q2: 36,131 shares; 2025Q3: 102,504 shares; 2025Q4: 2,315 shares; 2026Q1: 63,957 shares 63,957 $5.81M 0.05% +61,642 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,624 shares; 2024Q4: 40,646 shares; 2025Q1: 47,780 shares; 2025Q2: 47,994 shares; 2025Q3: 49,162 shares; 2025Q4: 42,443 shares; 2026Q1: 48,036 shares 48,036 $5.8M 0.05% +5,593 Timeline JMTG 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: 112,637 shares; 2025Q3: 112,223 shares; 2025Q4: 114,484 shares; 2026Q1: 113,716 shares 113,716 $5.8M 0.05% -768 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,809 shares; 2024Q4: 88,713 shares; 2025Q1: 88,698 shares; 2025Q2: 90,428 shares; 2025Q3: 93,235 shares; 2025Q4: 83,755 shares; 2026Q1: 90,093 shares 90,093 $5.68M 0.05% +6,338 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 32,828 shares; 2025Q1: 27,165 shares; 2025Q2: 27,000 shares; 2025Q3: 29,922 shares; 2025Q4: 16,527 shares; 2026Q1: 30,364 shares 30,364 $5.6M 0.04% +13,837 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,078 shares; 2024Q4: 37,491 shares; 2025Q1: 39,742 shares; 2025Q2: 42,159 shares; 2025Q3: 45,278 shares; 2025Q4: 28,591 shares; 2026Q1: 46,835 shares 46,835 $5.56M 0.04% +18,244 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,048 shares; 2024Q4: 50,974 shares; 2025Q1: 51,477 shares; 2025Q2: 63,575 shares; 2025Q3: 77,072 shares; 2025Q4: 36,398 shares; 2026Q1: 94,481 shares 94,481 $5.55M 0.04% +58,083 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: 35,125 shares; 2024Q4: 36,221 shares; 2025Q1: 30,743 shares; 2025Q2: 27,389 shares; 2025Q3: 27,758 shares; 2025Q4: 21,436 shares; 2026Q1: 33,688 shares 33,688 $5.54M 0.04% +12,252 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: not reported; 2025Q3: 39,856 shares; 2025Q4: not reported; 2026Q1: 48,095 shares 48,095 $5.54M 0.04% 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: 54,959 shares; 2024Q4: 51,503 shares; 2025Q1: 56,865 shares; 2025Q2: 44,920 shares; 2025Q3: 40,621 shares; 2025Q4: 8,907 shares; 2026Q1: 40,596 shares 40,596 $5.52M 0.04% +31,689 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 56,461 shares; 2025Q4: 108,401 shares; 2026Q1: 159,232 shares 159,232 $5.5M 0.04% +50,831 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,492 shares; 2025Q3: 131,921 shares; 2025Q4: 118,698 shares; 2026Q1: 134,122 shares 134,122 $5.47M 0.04% +15,424 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,314 shares; 2024Q4: 96,992 shares; 2025Q1: 98,704 shares; 2025Q2: 98,045 shares; 2025Q3: 98,879 shares; 2025Q4: 98,825 shares; 2026Q1: 103,138 shares 103,138 $5.46M 0.04% +4,313 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,845 shares; 2024Q4: 61,800 shares; 2025Q1: 56,866 shares; 2025Q2: 50,809 shares; 2025Q3: 49,404 shares; 2025Q4: 15,013 shares; 2026Q1: 179,158 shares 179,158 $5.43M 0.04% +164,145 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: 26,076 shares; 2024Q4: 24,771 shares; 2025Q1: 22,141 shares; 2025Q2: 27,362 shares; 2025Q3: 29,783 shares; 2025Q4: 13,986 shares; 2026Q1: 49,732 shares 49,732 $5.42M 0.04% +35,746 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: 58,536 shares; 2024Q4: 60,357 shares; 2025Q1: 86,820 shares; 2025Q2: 78,894 shares; 2025Q3: 83,887 shares; 2025Q4: 59,115 shares; 2026Q1: 86,338 shares 86,338 $5.41M 0.04% +27,223 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: 315,700 shares; 2024Q4: 344,109 shares; 2025Q1: 369,642 shares; 2025Q2: 328,572 shares; 2025Q3: 214,465 shares; 2025Q4: 225,807 shares; 2026Q1: 276,986 shares 276,986 $5.41M 0.04% +51,179 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,486 shares; 2024Q4: 80,084 shares; 2025Q1: 118,295 shares; 2025Q2: 124,740 shares; 2025Q3: 149,539 shares; 2025Q4: 158,460 shares; 2026Q1: 151,849 shares 151,849 $5.4M 0.04% -6,611 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,126 shares; 2024Q4: 22,101 shares; 2025Q1: 21,725 shares; 2025Q2: 21,614 shares; 2025Q3: 22,171 shares; 2025Q4: 17,188 shares; 2026Q1: 24,817 shares 24,817 $5.39M 0.04% +7,629 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: 178,153 shares; 2025Q4: not reported; 2026Q1: 214,067 shares 214,067 $5.39M 0.04% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,987 shares; 2024Q4: 176,653 shares; 2025Q1: 204,352 shares; 2025Q2: 217,116 shares; 2025Q3: 249,228 shares; 2025Q4: 162,792 shares; 2026Q1: 303,300 shares 303,300 $5.38M 0.04% +140,508 Timeline JNK 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: 37,635 shares; 2024Q4: 36,777 shares; 2025Q1: 47,896 shares; 2025Q2: 42,087 shares; 2025Q3: 40,404 shares; 2025Q4: 41,928 shares; 2026Q1: 55,899 shares 55,899 $5.35M 0.04% +13,971 Timeline FTRB 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: 305,944 shares; 2024Q4: 152,407 shares; 2025Q1: 157,227 shares; 2025Q2: 149,527 shares; 2025Q3: 169,396 shares; 2025Q4: not reported; 2026Q1: 211,798 shares 211,798 $5.33M 0.04% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 402,335 shares; 2026Q1: 318,785 shares 318,785 $5.3M 0.04% -83,550 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: 37,258 shares; 2024Q4: 42,897 shares; 2025Q1: 46,861 shares; 2025Q2: 47,832 shares; 2025Q3: 19,562 shares; 2025Q4: 11,689 shares; 2026Q1: 21,357 shares 21,357 $5.28M 0.04% +9,668 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: 131,103 shares; 2024Q4: 116,285 shares; 2025Q1: 139,008 shares; 2025Q2: 138,649 shares; 2025Q3: 137,467 shares; 2025Q4: 94,789 shares; 2026Q1: 112,614 shares 112,614 $5.27M 0.04% +17,825 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,753 shares; 2024Q4: 174,215 shares; 2025Q1: 192,237 shares; 2025Q2: 201,049 shares; 2025Q3: 201,455 shares; 2025Q4: 203,890 shares; 2026Q1: 207,105 shares 207,105 $5.27M 0.04% +3,215 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 19,952 shares; 2025Q1: 12,858 shares; 2025Q2: 27,273 shares; 2025Q3: 28,627 shares; 2025Q4: 38,124 shares; 2026Q1: 71,578 shares 71,578 $5.24M 0.04% +33,454 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: 67,582 shares; 2024Q4: 182,304 shares; 2025Q1: 186,210 shares; 2025Q2: 204,510 shares; 2025Q3: 205,067 shares; 2025Q4: 107,465 shares; 2026Q1: 208,481 shares 208,481 $5.23M 0.04% +101,016 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 10,939 shares; 2025Q1: 9,796 shares; 2025Q2: 17,374 shares; 2025Q3: 16,205 shares; 2025Q4: 5,124 shares; 2026Q1: 20,816 shares 20,816 $5.22M 0.04% +15,692 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: 14,488 shares; 2024Q4: 16,205 shares; 2025Q1: 17,635 shares; 2025Q2: 16,782 shares; 2025Q3: 17,431 shares; 2025Q4: 13,174 shares; 2026Q1: 21,372 shares 21,372 $5.19M 0.04% +8,198 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: 237,302 shares; 2024Q4: 256,254 shares; 2025Q1: 284,656 shares; 2025Q2: 290,189 shares; 2025Q3: 229,994 shares; 2025Q4: 235,517 shares; 2026Q1: 262,980 shares 262,980 $5.16M 0.04% +27,463 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: 3,976 shares; 2024Q4: 4,328 shares; 2025Q1: 4,603 shares; 2025Q2: 6,851 shares; 2025Q3: 7,021 shares; 2025Q4: 4,512 shares; 2026Q1: 12,087 shares 12,087 $5.14M 0.04% +7,575 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,003 shares; 2024Q4: 46,404 shares; 2025Q1: 42,679 shares; 2025Q2: 45,007 shares; 2025Q3: 45,811 shares; 2025Q4: 40,473 shares; 2026Q1: 46,349 shares 46,349 $5.14M 0.04% +5,876 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,169 shares; 2024Q4: 23,416 shares; 2025Q1: 16,722 shares; 2025Q2: 18,338 shares; 2025Q3: 22,368 shares; 2025Q4: 22,268 shares; 2026Q1: 25,903 shares 25,903 $5.13M 0.04% +3,635 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,314 shares; 2024Q4: 54,794 shares; 2025Q1: 48,183 shares; 2025Q2: 49,715 shares; 2025Q3: 95,508 shares; 2025Q4: 39,633 shares; 2026Q1: 43,765 shares 43,765 $5.09M 0.04% +4,132 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: 78,318 shares; 2024Q4: 82,984 shares; 2025Q1: 40,437 shares; 2025Q2: 39,753 shares; 2025Q3: 39,454 shares; 2025Q4: 29,787 shares; 2026Q1: 23,562 shares 23,562 $5.09M 0.04% -6,225 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: 44,373 shares; 2024Q4: 43,104 shares; 2025Q1: 40,381 shares; 2025Q2: 37,140 shares; 2025Q3: 37,935 shares; 2025Q4: 23,244 shares; 2026Q1: 44,795 shares 44,795 $5.07M 0.04% +21,551 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: 222,846 shares; 2024Q4: 217,901 shares; 2025Q1: 235,957 shares; 2025Q2: 231,142 shares; 2025Q3: 150,253 shares; 2025Q4: 138,893 shares; 2026Q1: 107,713 shares 107,713 $5.07M 0.04% -31,180 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: 29,000 shares; 2024Q4: 28,692 shares; 2025Q1: 30,372 shares; 2025Q2: 33,206 shares; 2025Q3: 35,403 shares; 2025Q4: 20,649 shares; 2026Q1: 38,505 shares 38,505 $5.05M 0.04% +17,856 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,352 shares; 2025Q2: 22,471 shares; 2025Q3: 20,285 shares; 2025Q4: 20,085 shares; 2026Q1: 20,417 shares 20,417 $5.04M 0.04% +332 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: 41,045 shares; 2024Q4: 42,351 shares; 2025Q1: 40,802 shares; 2025Q2: 32,311 shares; 2025Q3: 35,915 shares; 2025Q4: 12,777 shares; 2026Q1: 34,730 shares 34,730 $5.04M 0.04% +21,953 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,379 shares; 2025Q1: 9,283 shares; 2025Q2: 11,062 shares; 2025Q3: 53,038 shares; 2025Q4: 43,670 shares; 2026Q1: 52,518 shares 52,518 $5.04M 0.04% +8,848 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: 12,198 shares; 2024Q4: 13,244 shares; 2025Q1: 12,522 shares; 2025Q2: 14,266 shares; 2025Q3: 14,426 shares; 2025Q4: 5,407 shares; 2026Q1: 20,728 shares 20,728 $5.04M 0.04% +15,321 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 7 shares 7 $5.03M 0.04% +2 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: 25,493 shares; 2024Q4: 26,687 shares; 2025Q1: 27,069 shares; 2025Q2: 31,521 shares; 2025Q3: 30,081 shares; 2025Q4: 15,926 shares; 2026Q1: 35,972 shares 35,972 $5.01M 0.04% +20,046 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,844 shares; 2024Q4: 50,969 shares; 2025Q1: 50,816 shares; 2025Q2: 51,376 shares; 2025Q3: 51,676 shares; 2025Q4: 7,514 shares; 2026Q1: 51,535 shares 51,535 $5.01M 0.04% +44,021 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: 7,675 shares; 2024Q4: 7,930 shares; 2025Q1: 12,575 shares; 2025Q2: 10,009 shares; 2025Q3: 11,272 shares; 2025Q4: 8,130 shares; 2026Q1: 17,724 shares 17,724 $4.95M 0.04% +9,594 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,666 shares; 2024Q4: 42,271 shares; 2025Q1: 45,068 shares; 2025Q2: 46,842 shares; 2025Q3: 49,444 shares; 2025Q4: 54,443 shares; 2026Q1: 54,910 shares 54,910 $4.92M 0.04% +467 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,969 shares; 2024Q4: 40,442 shares; 2025Q1: 41,956 shares; 2025Q2: 31,504 shares; 2025Q3: 32,717 shares; 2025Q4: 50,543 shares; 2026Q1: 52,550 shares 52,550 $4.87M 0.04% +2,007 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,731 shares; 2024Q4: 110,355 shares; 2025Q1: 91,437 shares; 2025Q2: 100,594 shares; 2025Q3: 113,851 shares; 2025Q4: 90,175 shares; 2026Q1: 98,024 shares 98,024 $4.84M 0.04% +7,849 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,760 shares; 2025Q2: 107,388 shares; 2025Q3: 143,401 shares; 2025Q4: 147,388 shares; 2026Q1: 129,874 shares 129,874 $4.83M 0.04% -17,514 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 9,412 shares; 2025Q3: 14,490 shares; 2025Q4: 13,655 shares; 2026Q1: 85,447 shares 85,447 $4.83M 0.04% +71,792 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,807 shares; 2024Q4: 48,679 shares; 2025Q1: 51,078 shares; 2025Q2: 51,107 shares; 2025Q3: 48,371 shares; 2025Q4: 24,401 shares; 2026Q1: 53,844 shares 53,844 $4.82M 0.04% +29,443 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,741 shares; 2025Q4: 47,736 shares; 2026Q1: 49,509 shares 49,509 $4.8M 0.04% +1,773 Timeline IGF ISHARES 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: 60,044 shares; 2025Q2: 61,502 shares; 2025Q3: 60,425 shares; 2025Q4: 58,082 shares; 2026Q1: 71,580 shares 71,580 $4.8M 0.04% +13,498 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 40,468 shares; 2025Q1: 35,142 shares; 2025Q2: 83,538 shares; 2025Q3: 120,578 shares; 2025Q4: 132,079 shares; 2026Q1: 271,722 shares 271,722 $4.77M 0.04% +139,643 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: 45,966 shares; 2024Q4: 45,199 shares; 2025Q1: 43,700 shares; 2025Q2: 43,930 shares; 2025Q3: 43,883 shares; 2025Q4: 42,861 shares; 2026Q1: 41,728 shares 41,728 $4.74M 0.04% -1,133 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: 19,806 shares; 2024Q4: 36,832 shares; 2025Q1: 31,434 shares; 2025Q2: 17,129 shares; 2025Q3: 25,372 shares; 2025Q4: 21,983 shares; 2026Q1: 43,437 shares 43,437 $4.73M 0.04% +21,454 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,771 shares; 2025Q2: 188,771 shares; 2025Q3: 181,776 shares; 2025Q4: 182,228 shares; 2026Q1: 190,213 shares 190,213 $4.73M 0.04% +7,985 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 5,530 shares; 2025Q1: 5,494 shares; 2025Q2: 7,323 shares; 2025Q3: 6,987 shares; 2025Q4: 5,851 shares; 2026Q1: 10,216 shares 10,216 $4.71M 0.04% +4,365 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: 122,371 shares; 2024Q4: 100,648 shares; 2025Q1: 85,621 shares; 2025Q2: 89,946 shares; 2025Q3: 107,412 shares; 2025Q4: 78,046 shares; 2026Q1: 124,350 shares 124,350 $4.71M 0.04% +46,304 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,466 shares; 2024Q4: 42,975 shares; 2025Q1: 40,128 shares; 2025Q2: 33,821 shares; 2025Q3: 36,252 shares; 2025Q4: 31,033 shares; 2026Q1: 39,643 shares 39,643 $4.7M 0.04% +8,610 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,071 shares; 2025Q2: 40,305 shares; 2025Q3: 38,006 shares; 2025Q4: 39,984 shares; 2026Q1: 32,922 shares 32,922 $4.68M 0.04% -7,062 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,044 shares; 2024Q4: 197,950 shares; 2025Q1: 199,057 shares; 2025Q2: 193,468 shares; 2025Q3: 194,736 shares; 2025Q4: 20,577 shares; 2026Q1: 190,867 shares 190,867 $4.66M 0.04% +170,290 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 23,130 shares; 2025Q1: 18,582 shares; 2025Q2: 20,102 shares; 2025Q3: 25,301 shares; 2025Q4: 28,303 shares; 2026Q1: 39,204 shares 39,204 $4.65M 0.04% +10,901 Timeline BSMR 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: 41,582 shares; 2024Q4: 67,298 shares; 2025Q1: 92,162 shares; 2025Q2: 133,095 shares; 2025Q3: 154,783 shares; 2025Q4: 172,150 shares; 2026Q1: 196,490 shares 196,490 $4.65M 0.04% +24,340 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: 115,583 shares; 2024Q4: 117,859 shares; 2025Q1: 152,307 shares; 2025Q2: 156,477 shares; 2025Q3: 167,950 shares; 2025Q4: 166,098 shares; 2026Q1: 206,116 shares 206,116 $4.61M 0.04% +40,018 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: 45,692 shares; 2024Q4: 31,736 shares; 2025Q1: 31,168 shares; 2025Q2: 33,814 shares; 2025Q3: 35,357 shares; 2025Q4: 15,812 shares; 2026Q1: 37,764 shares 37,764 $4.58M 0.04% +21,952 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: 36,617 shares; 2024Q4: 38,823 shares; 2025Q1: 34,903 shares; 2025Q2: 39,447 shares; 2025Q3: 45,708 shares; 2025Q4: 38,895 shares; 2026Q1: 45,057 shares 45,057 $4.57M 0.04% +6,162 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,275 shares; 2024Q4: 20,918 shares; 2025Q1: 29,904 shares; 2025Q2: 26,143 shares; 2025Q3: 28,074 shares; 2025Q4: 26,483 shares; 2026Q1: 33,644 shares 33,644 $4.57M 0.04% +7,161 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: 93,725 shares; 2024Q4: 111,719 shares; 2025Q1: 267,288 shares; 2025Q2: 280,680 shares; 2025Q3: 126,924 shares; 2025Q4: 76,366 shares; 2026Q1: 90,518 shares 90,518 $4.56M 0.04% +14,152 Timeline BSMQ 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: 56,142 shares; 2024Q4: 90,575 shares; 2025Q1: 112,481 shares; 2025Q2: 149,088 shares; 2025Q3: 171,860 shares; 2025Q4: 186,250 shares; 2026Q1: 192,852 shares 192,852 $4.56M 0.04% +6,602 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: 103,075 shares; 2024Q4: 90,597 shares; 2025Q1: 93,609 shares; 2025Q2: 90,467 shares; 2025Q3: 90,098 shares; 2025Q4: 10,080 shares; 2026Q1: 95,026 shares 95,026 $4.53M 0.04% +84,946 Timeline PGX 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: 387,083 shares; 2024Q4: 395,118 shares; 2025Q1: 399,728 shares; 2025Q2: 478,826 shares; 2025Q3: 447,597 shares; 2025Q4: 381,129 shares; 2026Q1: 413,477 shares 413,477 $4.5M 0.04% +32,348 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,159 shares; 2025Q1: 7,355 shares; 2025Q2: 15,654 shares; 2025Q3: 17,272 shares; 2025Q4: 11,467 shares; 2026Q1: 21,567 shares 21,567 $4.49M 0.04% +10,100 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,550 shares 136,550 $4.47M 0.04% new 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: 150,050 shares; 2024Q4: 173,599 shares; 2025Q1: 213,568 shares; 2025Q2: 191,291 shares; 2025Q3: 195,648 shares; 2025Q4: 179,993 shares; 2026Q1: 217,950 shares 217,950 $4.45M 0.04% +37,957 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,984 shares; 2025Q1: 1,147 shares; 2025Q2: 2,230 shares; 2025Q3: 2,501 shares; 2025Q4: not reported; 2026Q1: 12,216 shares 12,216 $4.44M 0.04% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,145 shares; 2024Q4: 52,322 shares; 2025Q1: 56,922 shares; 2025Q2: 60,613 shares; 2025Q3: 59,357 shares; 2025Q4: 32,859 shares; 2026Q1: 68,258 shares 68,258 $4.44M 0.04% +35,399 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: 114,028 shares; 2024Q4: 116,463 shares; 2025Q1: 48,064 shares; 2025Q2: 48,959 shares; 2025Q3: 46,939 shares; 2025Q4: 31,231 shares; 2026Q1: 56,115 shares 56,115 $4.44M 0.04% +24,884 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,344 shares; 2025Q3: 160,752 shares; 2025Q4: 169,745 shares; 2026Q1: 210,621 shares 210,621 $4.41M 0.04% +40,876 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares; 2025Q4: 27,414 shares; 2026Q1: 21,428 shares 21,428 $4.39M 0.04% -5,986 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: 9,769 shares; 2024Q4: 9,697 shares; 2025Q1: 9,963 shares; 2025Q2: 11,854 shares; 2025Q3: 14,621 shares; 2025Q4: 9,494 shares; 2026Q1: 24,091 shares 24,091 $4.39M 0.04% +14,597 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 27,197 shares; 2025Q1: 34,592 shares; 2025Q2: 27,157 shares; 2025Q3: 30,070 shares; 2025Q4: 5,069 shares; 2026Q1: 34,970 shares 34,970 $4.39M 0.03% +29,901 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: 294 shares; 2024Q4: 395 shares; 2025Q1: 455 shares; 2025Q2: 610 shares; 2025Q3: 609 shares; 2025Q4: 384 shares; 2026Q1: 1,040 shares 1,040 $4.38M 0.03% +656 Timeline JMSI 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: 85,218 shares; 2026Q1: 87,614 shares 87,614 $4.36M 0.03% +2,396 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: 34,539 shares; 2024Q4: 36,618 shares; 2025Q1: 35,733 shares; 2025Q2: 34,712 shares; 2025Q3: 34,296 shares; 2025Q4: 20,258 shares; 2026Q1: 37,885 shares 37,885 $4.35M 0.03% +17,627 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,254 shares; 2025Q3: 112,625 shares; 2025Q4: 122,535 shares; 2026Q1: 141,706 shares 141,706 $4.35M 0.03% +19,171 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 9,256 shares; 2025Q1: 8,716 shares; 2025Q2: 8,577 shares; 2025Q3: 8,305 shares; 2025Q4: 7,803 shares; 2026Q1: 12,144 shares 12,144 $4.34M 0.03% +4,341 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: not reported; 2025Q1: 9,022 shares; 2025Q2: 49,683 shares; 2025Q3: 65,492 shares; 2025Q4: not reported; 2026Q1: 87,270 shares 87,270 $4.34M 0.03% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,929 shares; 2024Q4: 143,828 shares; 2025Q1: 118,935 shares; 2025Q2: 133,133 shares; 2025Q3: 135,631 shares; 2025Q4: 91,927 shares; 2026Q1: 91,050 shares 91,050 $4.33M 0.03% -877 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,559 shares; 2024Q4: 276,292 shares; 2025Q1: 268,716 shares; 2025Q2: 270,194 shares; 2025Q3: 65,192 shares; 2025Q4: 14,205 shares; 2026Q1: 110,728 shares 110,728 $4.31M 0.03% +96,523 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: 48,196 shares; 2024Q4: 53,093 shares; 2025Q1: 47,417 shares; 2025Q2: 53,799 shares; 2025Q3: 49,750 shares; 2025Q4: 31,564 shares; 2026Q1: 43,791 shares 43,791 $4.31M 0.03% +12,227 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,816 shares; 2024Q4: 57,381 shares; 2025Q1: 57,571 shares; 2025Q2: 61,158 shares; 2025Q3: 62,789 shares; 2025Q4: 33,319 shares; 2026Q1: 60,901 shares 60,901 $4.27M 0.03% +27,582 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,970 shares 55,970 $4.27M 0.03% new 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: 36,253 shares; 2024Q4: 30,153 shares; 2025Q1: 30,715 shares; 2025Q2: 30,738 shares; 2025Q3: 32,645 shares; 2025Q4: 13,224 shares; 2026Q1: 32,457 shares 32,457 $4.25M 0.03% +19,233 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 20,596 shares; 2025Q1: 24,419 shares; 2025Q2: 25,910 shares; 2025Q3: 27,639 shares; 2025Q4: 25,969 shares; 2026Q1: 29,368 shares 29,368 $4.25M 0.03% +3,399 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,959 shares; 2024Q4: 107,449 shares; 2025Q1: 118,604 shares; 2025Q2: 111,547 shares; 2025Q3: 128,155 shares; 2025Q4: not reported; 2026Q1: 147,781 shares 147,781 $4.24M 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,833 shares; 2024Q4: 55,395 shares; 2025Q1: 56,615 shares; 2025Q2: 57,767 shares; 2025Q3: 59,688 shares; 2025Q4: 52,899 shares; 2026Q1: 59,744 shares 59,744 $4.24M 0.03% +6,845 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,430 shares; 2025Q1: 7,848 shares; 2025Q2: 6,751 shares; 2025Q3: 7,644 shares; 2025Q4: 4,078 shares; 2026Q1: 13,107 shares 13,107 $4.23M 0.03% +9,029 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: 17,210 shares; 2024Q4: 18,759 shares; 2025Q1: 17,184 shares; 2025Q2: 18,514 shares; 2025Q3: 21,296 shares; 2025Q4: 15,897 shares; 2026Q1: 17,875 shares 17,875 $4.22M 0.03% +1,978 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,914 shares; 2025Q3: 5,542 shares; 2025Q4: 4,737 shares; 2026Q1: 6,619 shares 6,619 $4.21M 0.03% +1,882 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,447 shares; 2024Q4: 44,982 shares; 2025Q1: 42,433 shares; 2025Q2: 46,671 shares; 2025Q3: 48,028 shares; 2025Q4: 49,940 shares; 2026Q1: 53,054 shares 53,054 $4.2M 0.03% +3,114 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: 23,361 shares; 2024Q4: 35,440 shares; 2025Q1: 42,132 shares; 2025Q2: 34,921 shares; 2025Q3: 34,078 shares; 2025Q4: 32,972 shares; 2026Q1: 37,706 shares 37,706 $4.18M 0.03% +4,734 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: 39,171 shares; 2024Q4: 42,155 shares; 2025Q1: 42,381 shares; 2025Q2: 42,242 shares; 2025Q3: 41,228 shares; 2025Q4: 16,685 shares; 2026Q1: 42,849 shares 42,849 $4.17M 0.03% +26,164 Timeline DJD 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: 59,319 shares; 2024Q4: 71,892 shares; 2025Q1: 76,790 shares; 2025Q2: 88,023 shares; 2025Q3: 128,478 shares; 2025Q4: 81,582 shares; 2026Q1: 69,545 shares 69,545 $4.15M 0.03% -12,037 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,955 shares; 2024Q4: 89,296 shares; 2025Q1: 54,643 shares; 2025Q2: 53,241 shares; 2025Q3: 96,779 shares; 2025Q4: 50,523 shares; 2026Q1: 96,890 shares 96,890 $4.12M 0.03% +46,367 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,320 shares; 2024Q4: 23,656 shares; 2025Q1: 24,251 shares; 2025Q2: 38,842 shares; 2025Q3: 44,662 shares; 2025Q4: 28,681 shares; 2026Q1: 54,866 shares 54,866 $4.09M 0.03% +26,185 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: 27,342 shares; 2024Q4: 30,034 shares; 2025Q1: 32,397 shares; 2025Q2: 33,757 shares; 2025Q3: 34,097 shares; 2025Q4: 34,923 shares; 2026Q1: 38,050 shares 38,050 $4.09M 0.03% +3,127 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,910 shares; 2024Q4: 109,580 shares; 2025Q1: 108,243 shares; 2025Q2: 107,378 shares; 2025Q3: 119,849 shares; 2025Q4: 100,270 shares; 2026Q1: 89,845 shares 89,845 $4.08M 0.03% -10,425 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,055 shares; 2024Q4: 36,546 shares; 2025Q1: 138,318 shares; 2025Q2: 60,566 shares; 2025Q3: 42,368 shares; 2025Q4: not reported; 2026Q1: 237,057 shares 237,057 $4.07M 0.03% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,627 shares; 2025Q1: 9,587 shares; 2025Q2: 11,898 shares; 2025Q3: 14,467 shares; 2025Q4: 12,879 shares; 2026Q1: 12,395 shares 12,395 $4.05M 0.03% -484 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: 7,043 shares; 2024Q4: 12,023 shares; 2025Q1: 11,310 shares; 2025Q2: 12,527 shares; 2025Q3: 12,710 shares; 2025Q4: 8,447 shares; 2026Q1: 10,969 shares 10,969 $4.03M 0.03% +2,522 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,672 shares; 2025Q1: 1,721 shares; 2025Q2: 1,582 shares; 2025Q3: 1,905 shares; 2025Q4: not reported; 2026Q1: 3,686 shares 3,686 $4.03M 0.03% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,316 shares; 2024Q4: 37,280 shares; 2025Q1: 35,278 shares; 2025Q2: 30,497 shares; 2025Q3: 43,564 shares; 2025Q4: 41,673 shares; 2026Q1: 47,606 shares 47,606 $4.02M 0.03% +5,933 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,510 shares; 2025Q4: 16,008 shares; 2026Q1: 162,756 shares 162,756 $4.01M 0.03% +146,748 Timeline VMBS 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: 8,167 shares; 2024Q4: 11,731 shares; 2025Q1: 10,713 shares; 2025Q2: 11,644 shares; 2025Q3: 7,355 shares; 2025Q4: 13,494 shares; 2026Q1: 84,748 shares 84,748 $3.98M 0.03% +71,254 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: 35,657 shares; 2024Q4: 36,987 shares; 2025Q1: 34,951 shares; 2025Q2: 40,370 shares; 2025Q3: 39,517 shares; 2025Q4: 15,302 shares; 2026Q1: 38,564 shares 38,564 $3.96M 0.03% +23,262 Timeline