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: not loaded; 2024Q4: 159,828 shares; 2025Q1: 266,150 shares; 2025Q2: 163,014 shares; 2025Q3: 178,400 shares; 2025Q4: 179,434 shares; 2026Q1: 182,632 shares 182,632 $119M 4.54% +3,198 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: not loaded; 2024Q4: 16,898 shares; 2025Q1: 2,191,114 shares; 2025Q2: 2,207,897 shares; 2025Q3: 2,242,315 shares; 2025Q4: 2,403,802 shares; 2026Q1: 2,493,127 shares 2,493,127 $96.9M 3.69% +89,325 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: not loaded; 2024Q4: 846,773 shares; 2025Q1: 1,342,587 shares; 2025Q2: 792,765 shares; 2025Q3: 810,902 shares; 2025Q4: 844,830 shares; 2026Q1: 1,008,174 shares 1,008,174 $77.2M 2.94% +163,344 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,829 shares; 2025Q2: 18,978 shares; 2025Q3: 19,366 shares; 2025Q4: 1,625,748 shares; 2026Q1: 1,626,470 shares 1,626,470 $60.5M 2.3% +722 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: not loaded; 2024Q4: 48,322 shares; 2025Q1: 322,317 shares; 2025Q2: 181,546 shares; 2025Q3: 184,719 shares; 2025Q4: 218,185 shares; 2026Q1: 217,538 shares 217,538 $55.2M 2.1% -647 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: not loaded; 2024Q4: 54,614 shares; 2025Q1: 96,202 shares; 2025Q2: 59,927 shares; 2025Q3: 75,007 shares; 2025Q4: 107,031 shares; 2026Q1: 89,920 shares 89,920 $51.9M 1.98% -17,111 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 loaded; 2024Q4: not reported; 2025Q1: 475,080 shares; 2025Q2: 522,447 shares; 2025Q3: 583,449 shares; 2025Q4: 785,250 shares; 2026Q1: 842,720 shares 842,720 $45.6M 1.74% +57,470 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: not loaded; 2024Q4: 38,478 shares; 2025Q1: 372,262 shares; 2025Q2: 165,985 shares; 2025Q3: 208,098 shares; 2025Q4: 245,822 shares; 2026Q1: 244,094 shares 244,094 $42.6M 1.62% -1,728 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 614,736 shares; 2025Q1: 674,081 shares; 2025Q2: 799,646 shares; 2025Q3: 917,130 shares; 2025Q4: 803,996 shares; 2026Q1: 865,259 shares 865,259 $40M 1.52% +61,263 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: not loaded; 2024Q4: 213,915 shares; 2025Q1: 336,311 shares; 2025Q2: 208,749 shares; 2025Q3: 209,801 shares; 2025Q4: 240,263 shares; 2026Q1: 202,968 shares 202,968 $39.8M 1.52% -37,295 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 431,667 shares; 2025Q1: 517,580 shares; 2025Q2: 548,783 shares; 2025Q3: 653,856 shares; 2025Q4: 521,893 shares; 2026Q1: 490,491 shares 490,491 $36.5M 1.39% -31,402 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,543 shares; 2025Q1: 276,575 shares; 2025Q2: 182,902 shares; 2025Q3: 216,775 shares; 2025Q4: 230,512 shares; 2026Q1: 359,703 shares 359,703 $35.7M 1.36% +129,191 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380,221 shares; 2025Q1: 471,786 shares; 2025Q2: 315,192 shares; 2025Q3: 368,754 shares; 2025Q4: 458,160 shares; 2026Q1: 599,362 shares 599,362 $34.9M 1.33% +141,202 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: not loaded; 2024Q4: 33,298 shares; 2025Q1: 207,870 shares; 2025Q2: 129,267 shares; 2025Q3: 134,711 shares; 2025Q4: 168,409 shares; 2026Q1: 164,543 shares 164,543 $34.3M 1.3% -3,866 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,029 shares; 2025Q1: 118,187 shares; 2025Q2: 92,841 shares; 2025Q3: 109,341 shares; 2025Q4: 152,207 shares; 2026Q1: 161,174 shares 161,174 $34M 1.3% +8,967 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 loaded; 2024Q4: not reported; 2025Q1: 371,899 shares; 2025Q2: 405,119 shares; 2025Q3: 440,574 shares; 2025Q4: 566,175 shares; 2026Q1: 615,537 shares 615,537 $33.2M 1.27% +49,362 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,529 shares; 2025Q1: 368,984 shares; 2025Q2: 228,782 shares; 2025Q3: 259,139 shares; 2025Q4: 266,979 shares; 2026Q1: 288,430 shares 288,430 $32.6M 1.24% +21,451 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 751,309 shares; 2025Q2: 866,380 shares; 2025Q3: 531,212 shares; 2025Q4: 601,563 shares; 2026Q1: 599,018 shares 599,018 $30.2M 1.15% -2,545 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: not loaded; 2024Q4: 20,829 shares; 2025Q1: 96,510 shares; 2025Q2: 56,521 shares; 2025Q3: 57,107 shares; 2025Q4: 65,719 shares; 2026Q1: 81,364 shares 81,364 $30.1M 1.15% +15,645 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,095 shares; 2025Q1: 81,521 shares; 2025Q2: 50,062 shares; 2025Q3: 56,685 shares; 2025Q4: 63,127 shares; 2026Q1: 62,831 shares 62,831 $29.1M 1.11% -296 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,197 shares; 2025Q3: 467,976 shares; 2025Q4: 788,337 shares; 2026Q1: 845,898 shares 845,898 $27.9M 1.06% +57,561 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 262,604 shares; 2025Q1: 313,107 shares; 2025Q2: 229,563 shares; 2025Q3: 252,658 shares; 2025Q4: 265,045 shares; 2026Q1: 281,068 shares 281,068 $26.7M 1.02% +16,023 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,048 shares; 2025Q1: 163,326 shares; 2025Q2: 212,956 shares; 2025Q3: 253,209 shares; 2025Q4: 347,229 shares; 2026Q1: 363,899 shares 363,899 $25.4M 0.97% +16,670 Timeline DFSV 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 loaded; 2024Q4: not reported; 2025Q1: 591,576 shares; 2025Q2: 616,269 shares; 2025Q3: 636,703 shares; 2025Q4: 696,249 shares; 2026Q1: 705,604 shares 705,604 $24.7M 0.94% +9,355 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218,296 shares; 2025Q1: 407,505 shares; 2025Q2: 230,884 shares; 2025Q3: 276,255 shares; 2025Q4: 276,031 shares; 2026Q1: 257,679 shares 257,679 $23.6M 0.9% -18,352 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 529,492 shares; 2025Q2: 540,013 shares; 2025Q3: 554,463 shares; 2025Q4: 616,043 shares; 2026Q1: 642,119 shares 642,119 $23.6M 0.9% +26,076 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,442 shares; 2025Q1: 21,126 shares; 2025Q2: 18,013 shares; 2025Q3: 19,110 shares; 2025Q4: 51,476 shares; 2026Q1: 39,410 shares 39,410 $23.5M 0.9% -12,066 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: not loaded; 2024Q4: not reported; 2025Q1: 628,369 shares; 2025Q2: 611,178 shares; 2025Q3: 627,173 shares; 2025Q4: 664,687 shares; 2026Q1: 662,337 shares 662,337 $23.5M 0.9% -2,350 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616,823 shares; 2025Q1: 867,779 shares; 2025Q2: 607,038 shares; 2025Q3: 675,123 shares; 2025Q4: 670,162 shares; 2026Q1: 699,507 shares 699,507 $23.5M 0.89% +29,345 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: not loaded; 2024Q4: 18,589 shares; 2025Q1: 55,856 shares; 2025Q2: 42,919 shares; 2025Q3: 45,697 shares; 2025Q4: 47,375 shares; 2026Q1: 47,986 shares 47,986 $23M 0.88% +611 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: not loaded; 2024Q4: 229,091 shares; 2025Q1: 275,707 shares; 2025Q2: 184,669 shares; 2025Q3: 215,638 shares; 2025Q4: 216,834 shares; 2026Q1: 241,953 shares 241,953 $21M 0.8% +25,119 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: not loaded; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 32,998 shares; 2025Q3: 30,622 shares; 2025Q4: 56,854 shares; 2026Q1: 63,934 shares 63,934 $20.3M 0.77% +7,080 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: not loaded; 2024Q4: 178,431 shares; 2025Q1: 330,895 shares; 2025Q2: 210,643 shares; 2025Q3: 242,215 shares; 2025Q4: 239,900 shares; 2026Q1: 260,869 shares 260,869 $19.7M 0.75% +20,969 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: not loaded; 2024Q4: 22,757 shares; 2025Q1: 101,698 shares; 2025Q2: 71,049 shares; 2025Q3: 65,937 shares; 2025Q4: 69,704 shares; 2026Q1: 68,184 shares 68,184 $19.6M 0.75% -1,520 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: not loaded; 2024Q4: 35,153 shares; 2025Q1: 259,197 shares; 2025Q2: 140,945 shares; 2025Q3: 149,398 shares; 2025Q4: 156,764 shares; 2026Q1: 157,435 shares 157,435 $19.6M 0.74% +671 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: not loaded; 2024Q4: 10,324 shares; 2025Q1: 33,504 shares; 2025Q2: 28,034 shares; 2025Q3: 22,711 shares; 2025Q4: 32,279 shares; 2026Q1: 28,933 shares 28,933 $18.8M 0.72% -3,346 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: not loaded; 2024Q4: not reported; 2025Q1: 446,583 shares; 2025Q2: 425,410 shares; 2025Q3: 433,982 shares; 2025Q4: 397,427 shares; 2026Q1: 390,017 shares 390,017 $18.7M 0.71% -7,410 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 407,310 shares; 2025Q1: 562,766 shares; 2025Q2: 146,613 shares; 2025Q3: 246,748 shares; 2025Q4: 252,271 shares; 2026Q1: 262,448 shares 262,448 $17.9M 0.68% +10,177 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: not loaded; 2024Q4: 4,589 shares; 2025Q1: 17,044 shares; 2025Q2: 7,485 shares; 2025Q3: 6,549 shares; 2025Q4: 16,909 shares; 2026Q1: 17,067 shares 17,067 $17M 0.65% +158 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: not loaded; 2024Q4: 87,244 shares; 2025Q1: 175,906 shares; 2025Q2: 119,007 shares; 2025Q3: 140,185 shares; 2025Q4: 84,822 shares; 2026Q1: 83,362 shares 83,362 $16M 0.61% -1,460 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: not loaded; 2024Q4: not reported; 2025Q1: 664,928 shares; 2025Q2: 615,415 shares; 2025Q3: 555,655 shares; 2025Q4: 392,781 shares; 2026Q1: 373,245 shares 373,245 $15.8M 0.6% -19,536 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,902 shares; 2025Q1: 124,396 shares; 2025Q2: 106,652 shares; 2025Q3: 117,652 shares; 2025Q4: 128,312 shares; 2026Q1: 137,342 shares 137,342 $15.4M 0.59% +9,030 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: not loaded; 2024Q4: 550,762 shares; 2025Q1: 699,919 shares; 2025Q2: 545,786 shares; 2025Q3: 591,331 shares; 2025Q4: 617,932 shares; 2026Q1: 658,026 shares 658,026 $15.1M 0.57% +40,094 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,341 shares; 2025Q1: 201,035 shares; 2025Q2: 118,652 shares; 2025Q3: 144,531 shares; 2025Q4: 186,262 shares; 2026Q1: 151,624 shares 151,624 $14.7M 0.56% -34,638 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,334 shares; 2025Q3: 102,980 shares; 2025Q4: 131,986 shares; 2026Q1: 142,351 shares 142,351 $14.3M 0.55% +10,365 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: not loaded; 2024Q4: 101,598 shares; 2025Q1: 718,882 shares; 2025Q2: 729,213 shares; 2025Q3: 476,230 shares; 2025Q4: 473,529 shares; 2026Q1: 473,062 shares 473,062 $13.8M 0.52% -467 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139,514 shares; 2025Q1: 220,641 shares; 2025Q2: 142,226 shares; 2025Q3: 140,874 shares; 2025Q4: 139,162 shares; 2026Q1: 137,867 shares 137,867 $13.5M 0.51% -1,295 Timeline DFGX 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 loaded; 2024Q4: not reported; 2025Q1: 197,015 shares; 2025Q2: 195,704 shares; 2025Q3: 216,185 shares; 2025Q4: 253,845 shares; 2026Q1: 253,119 shares 253,119 $13.3M 0.51% -726 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: not loaded; 2024Q4: 6,910 shares; 2025Q1: 70,097 shares; 2025Q2: 27,016 shares; 2025Q3: 25,611 shares; 2025Q4: 41,701 shares; 2026Q1: 42,250 shares 42,250 $13.1M 0.5% +549 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180,945 shares; 2025Q1: 288,093 shares; 2025Q2: 184,016 shares; 2025Q3: 201,801 shares; 2025Q4: 201,707 shares; 2026Q1: 211,079 shares 211,079 $12.7M 0.49% +9,372 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: not loaded; 2024Q4: 22,603 shares; 2025Q1: 59,560 shares; 2025Q2: 31,931 shares; 2025Q3: 40,236 shares; 2025Q4: 87,962 shares; 2026Q1: 74,431 shares 74,431 $12.6M 0.48% -13,531 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,710 shares; 2025Q3: 288,284 shares; 2025Q4: 305,200 shares; 2026Q1: 332,831 shares 332,831 $12.1M 0.46% +27,631 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 239,988 shares; 2025Q1: 275,436 shares; 2025Q2: 143,937 shares; 2025Q3: 165,692 shares; 2025Q4: 79,069 shares; 2026Q1: 107,367 shares 107,367 $12M 0.46% +28,298 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: not loaded; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 5,242 shares; 2025Q3: 6,703 shares; 2025Q4: 8,892 shares; 2026Q1: 20,841 shares 20,841 $11.7M 0.45% +11,949 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,484 shares; 2025Q2: 2,087 shares; 2025Q3: 2,672 shares; 2025Q4: 59,837 shares; 2026Q1: 59,774 shares 59,774 $11.7M 0.45% -63 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,907 shares; 2025Q1: 89,085 shares; 2025Q2: 57,768 shares; 2025Q3: 63,674 shares; 2025Q4: 63,141 shares; 2026Q1: 64,224 shares 64,224 $11.4M 0.44% +1,083 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: not loaded; 2024Q4: 1,389 shares; 2025Q1: 33,543 shares; 2025Q2: 16,946 shares; 2025Q3: 18,206 shares; 2025Q4: 31,057 shares; 2026Q1: 26,186 shares 26,186 $11.4M 0.44% -4,871 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: not loaded; 2024Q4: 1,752 shares; 2025Q1: 23,720 shares; 2025Q2: 16,608 shares; 2025Q3: 15,590 shares; 2025Q4: 19,233 shares; 2026Q1: 19,418 shares 19,418 $11.1M 0.42% +185 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: not loaded; 2024Q4: not reported; 2025Q1: 250,435 shares; 2025Q2: 252,704 shares; 2025Q3: 254,854 shares; 2025Q4: 316,648 shares; 2026Q1: 316,395 shares 316,395 $10.9M 0.42% -253 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: not loaded; 2024Q4: 1,523 shares; 2025Q1: 20,181 shares; 2025Q2: 11,027 shares; 2025Q3: 12,790 shares; 2025Q4: 17,054 shares; 2026Q1: 14,875 shares 14,875 $10.5M 0.4% -2,179 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: not loaded; 2024Q4: 38,789 shares; 2025Q1: 75,902 shares; 2025Q2: 27,540 shares; 2025Q3: 37,146 shares; 2025Q4: 53,531 shares; 2026Q1: 47,661 shares 47,661 $10.3M 0.39% -5,870 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 loaded; 2024Q4: not reported; 2025Q1: 258,652 shares; 2025Q2: 256,853 shares; 2025Q3: 230,270 shares; 2025Q4: 241,914 shares; 2026Q1: 253,133 shares 253,133 $9.98M 0.38% +11,219 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: not loaded; 2024Q4: not reported; 2025Q1: 172,255 shares; 2025Q2: 179,470 shares; 2025Q3: 104,001 shares; 2025Q4: 115,336 shares; 2026Q1: 119,419 shares 119,419 $9.98M 0.38% +4,083 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: not loaded; 2024Q4: 8,394 shares; 2025Q1: 30,168 shares; 2025Q2: 13,640 shares; 2025Q3: 16,446 shares; 2025Q4: 32,981 shares; 2026Q1: 33,409 shares 33,409 $9.83M 0.37% +428 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: not loaded; 2024Q4: 4,858 shares; 2025Q1: 18,241 shares; 2025Q2: 14,991 shares; 2025Q3: 17,713 shares; 2025Q4: 31,611 shares; 2026Q1: 30,377 shares 30,377 $9.75M 0.37% -1,234 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: not loaded; 2024Q4: 5,088 shares; 2025Q1: 35,124 shares; 2025Q2: 21,967 shares; 2025Q3: 22,269 shares; 2025Q4: 35,224 shares; 2026Q1: 33,767 shares 33,767 $9.69M 0.37% -1,457 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143,864 shares; 2025Q1: 230,055 shares; 2025Q2: 134,049 shares; 2025Q3: 145,707 shares; 2025Q4: 197,454 shares; 2026Q1: 202,099 shares 202,099 $9.48M 0.36% +4,645 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,101 shares; 2025Q3: 149,617 shares; 2025Q4: 165,851 shares; 2026Q1: 184,882 shares 184,882 $9.25M 0.35% +19,031 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: not loaded; 2024Q4: not reported; 2025Q1: 67,798 shares; 2025Q2: 52,601 shares; 2025Q3: 75,949 shares; 2025Q4: 137,504 shares; 2026Q1: 158,036 shares 158,036 $8.96M 0.34% +20,532 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: not loaded; 2024Q4: 13,404 shares; 2025Q1: 43,144 shares; 2025Q2: 22,453 shares; 2025Q3: 25,387 shares; 2025Q4: 28,513 shares; 2026Q1: 29,304 shares 29,304 $8.86M 0.34% +791 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263,440 shares; 2025Q1: 355,099 shares; 2025Q2: 246,521 shares; 2025Q3: 270,911 shares; 2025Q4: 269,639 shares; 2026Q1: 283,480 shares 283,480 $8.52M 0.32% +13,841 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: not loaded; 2024Q4: not reported; 2025Q1: 58,672 shares; 2025Q2: 44,588 shares; 2025Q3: 52,072 shares; 2025Q4: 445,522 shares; 2026Q1: 274,310 shares 274,310 $8.42M 0.32% -171,212 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,346 shares; 2026Q1: 21,326 shares 21,326 $8.35M 0.32% -20 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: not loaded; 2024Q4: 133,842 shares; 2025Q1: 139,201 shares; 2025Q2: 105,569 shares; 2025Q3: 114,990 shares; 2025Q4: 141,860 shares; 2026Q1: 159,223 shares 159,223 $8.27M 0.31% +17,363 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: not loaded; 2024Q4: 2,368 shares; 2025Q1: 17,743 shares; 2025Q2: 17,144 shares; 2025Q3: 18,536 shares; 2025Q4: 30,301 shares; 2026Q1: 18,356 shares 18,356 $7.9M 0.3% -11,945 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: not loaded; 2024Q4: 1,611 shares; 2025Q1: 21,163 shares; 2025Q2: 16,419 shares; 2025Q3: 20,780 shares; 2025Q4: 22,654 shares; 2026Q1: 20,983 shares 20,983 $7.8M 0.3% -1,671 Timeline NEAR 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 loaded; 2024Q4: 143,657 shares; 2025Q1: 187,958 shares; 2025Q2: 135,204 shares; 2025Q3: 145,480 shares; 2025Q4: 145,743 shares; 2026Q1: 151,455 shares 151,455 $7.7M 0.29% +5,712 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,410 shares; 2025Q1: 102,018 shares; 2025Q2: 50,020 shares; 2025Q3: 59,248 shares; 2025Q4: 88,961 shares; 2026Q1: 81,780 shares 81,780 $7.58M 0.29% -7,181 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,676 shares; 2025Q2: 5,090 shares; 2025Q3: 6,768 shares; 2025Q4: 70,073 shares; 2026Q1: 50,667 shares 50,667 $7.5M 0.29% -19,406 Timeline DIHP 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 loaded; 2024Q4: not reported; 2025Q1: 200,454 shares; 2025Q2: 199,066 shares; 2025Q3: 206,061 shares; 2025Q4: 224,009 shares; 2026Q1: 231,603 shares 231,603 $7.46M 0.28% +7,594 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: not loaded; 2024Q4: 5,906 shares; 2025Q1: 33,175 shares; 2025Q2: 16,672 shares; 2025Q3: 20,895 shares; 2025Q4: 22,176 shares; 2026Q1: 22,259 shares 22,259 $7.32M 0.28% +83 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: not loaded; 2024Q4: 6,053 shares; 2025Q1: 53,841 shares; 2025Q2: 47,883 shares; 2025Q3: 43,621 shares; 2025Q4: 52,488 shares; 2026Q1: 49,545 shares 49,545 $7.25M 0.28% -2,943 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: not loaded; 2024Q4: not reported; 2025Q1: 13,494 shares; 2025Q2: 13,537 shares; 2025Q3: 8,491 shares; 2025Q4: 40,976 shares; 2026Q1: 24,934 shares 24,934 $7.16M 0.27% -16,042 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: not loaded; 2024Q4: 1,073 shares; 2025Q1: 10,307 shares; 2025Q2: 3,795 shares; 2025Q3: 4,279 shares; 2025Q4: 8,290 shares; 2026Q1: 7,775 shares 7,775 $7.15M 0.27% -515 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: not loaded; 2024Q4: 6,911 shares; 2025Q1: 50,119 shares; 2025Q2: 19,905 shares; 2025Q3: 24,518 shares; 2025Q4: 29,043 shares; 2026Q1: 29,051 shares 29,051 $7.05M 0.27% +8 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,614 shares; 2025Q1: 263,449 shares; 2025Q2: 263,975 shares; 2025Q3: 265,741 shares; 2025Q4: 270,675 shares; 2026Q1: 251,606 shares 251,606 $7.01M 0.27% -19,069 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: not loaded; 2024Q4: 9,446 shares; 2025Q1: 32,018 shares; 2025Q2: 16,757 shares; 2025Q3: 20,463 shares; 2025Q4: 28,845 shares; 2026Q1: 28,331 shares 28,331 $6.93M 0.26% -514 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 94,383 shares; 2025Q2: 96,566 shares; 2025Q3: 56,414 shares; 2025Q4: 63,366 shares; 2026Q1: 67,175 shares 67,175 $6.87M 0.26% +3,809 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,821 shares 265,821 $6.62M 0.25% 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: not loaded; 2024Q4: 10,966 shares; 2025Q1: 22,376 shares; 2025Q2: 11,561 shares; 2025Q3: 20,103 shares; 2025Q4: 33,019 shares; 2026Q1: 30,895 shares 30,895 $6.39M 0.24% -2,124 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: not loaded; 2024Q4: 7,038 shares; 2025Q1: 15,692 shares; 2025Q2: 9,372 shares; 2025Q3: 11,136 shares; 2025Q4: 11,878 shares; 2026Q1: 12,711 shares 12,711 $6.35M 0.24% +833 Timeline DIVB ISHARES 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 loaded; 2024Q4: 152,460 shares; 2025Q1: 285,959 shares; 2025Q2: 165,633 shares; 2025Q3: 215,668 shares; 2025Q4: 193,915 shares; 2026Q1: 117,418 shares 117,418 $6.33M 0.24% -76,497 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,796 shares; 2025Q4: 96,681 shares; 2026Q1: 99,081 shares 99,081 $6.33M 0.24% +2,400 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,879 shares; 2025Q2: 3,211 shares; 2025Q3: 4,033 shares; 2025Q4: 31,914 shares; 2026Q1: 28,442 shares 28,442 $6.22M 0.24% -3,472 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 17,894 shares; 2025Q2: 10,407 shares; 2025Q3: 7,494 shares; 2025Q4: 7,728 shares; 2026Q1: 8,500 shares 8,500 $6.19M 0.24% +772 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: not loaded; 2024Q4: 12,354 shares; 2025Q1: 58,124 shares; 2025Q2: 28,006 shares; 2025Q3: 34,715 shares; 2025Q4: 34,331 shares; 2026Q1: 31,668 shares 31,668 $6.11M 0.23% -2,663 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,308 shares; 2025Q1: 135,909 shares; 2025Q2: 114,426 shares; 2025Q3: 122,384 shares; 2025Q4: 197,512 shares; 2026Q1: 118,642 shares 118,642 $6M 0.23% -78,870 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,439 shares; 2025Q1: 114,697 shares; 2025Q2: 32,720 shares; 2025Q3: 32,762 shares; 2025Q4: 31,742 shares; 2026Q1: 32,102 shares 32,102 $5.82M 0.22% +360 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,363 shares; 2025Q1: 27,184 shares; 2025Q2: 27,966 shares; 2025Q3: 16,139 shares; 2025Q4: 19,533 shares; 2026Q1: 19,197 shares 19,197 $5.8M 0.22% -336 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,067 shares; 2025Q2: 33,692 shares; 2025Q3: 37,151 shares; 2025Q4: 62,960 shares; 2026Q1: 56,805 shares 56,805 $5.71M 0.22% -6,155 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,874 shares 82,874 $5.7M 0.22% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,580 shares; 2025Q1: 509,156 shares; 2025Q2: 184,960 shares; 2025Q3: 113,066 shares; 2025Q4: 90,500 shares; 2026Q1: 55,840 shares 55,840 $5.62M 0.21% -34,660 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: not loaded; 2024Q4: 6,688 shares; 2025Q1: 20,984 shares; 2025Q2: 19,882 shares; 2025Q3: 16,825 shares; 2025Q4: 78,760 shares; 2026Q1: 87,680 shares 87,680 $5.62M 0.21% +8,920 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: not loaded; 2024Q4: 2,675 shares; 2025Q1: 27,512 shares; 2025Q2: 28,825 shares; 2025Q3: 18,077 shares; 2025Q4: 24,829 shares; 2026Q1: 25,689 shares 25,689 $5.58M 0.21% +860 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: not loaded; 2024Q4: 42,656 shares; 2025Q1: 301,329 shares; 2025Q2: 47,347 shares; 2025Q3: 97,291 shares; 2025Q4: 98,999 shares; 2026Q1: 100,046 shares 100,046 $5.46M 0.21% +1,047 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,117 shares; 2025Q2: 50,802 shares; 2025Q3: 68,996 shares; 2025Q4: 95,648 shares; 2026Q1: 97,878 shares 97,878 $5.43M 0.21% +2,230 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: not loaded; 2024Q4: 110,706 shares; 2025Q1: 139,802 shares; 2025Q2: 110,233 shares; 2025Q3: 119,103 shares; 2025Q4: 120,206 shares; 2026Q1: 128,410 shares 128,410 $5.43M 0.21% +8,204 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28,166 shares; 2025Q2: 29,216 shares; 2025Q3: 17,373 shares; 2025Q4: 20,785 shares; 2026Q1: 21,101 shares 21,101 $5.43M 0.21% +316 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: not loaded; 2024Q4: 2,122 shares; 2025Q1: 22,802 shares; 2025Q2: 13,076 shares; 2025Q3: 14,067 shares; 2025Q4: 24,985 shares; 2026Q1: 24,484 shares 24,484 $5.33M 0.2% -501 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,684 shares; 2026Q1: 106,957 shares 106,957 $5.29M 0.2% -139,727 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,274 shares; 2025Q4: 42,251 shares; 2026Q1: 38,278 shares 38,278 $5.2M 0.2% -3,973 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: not loaded; 2024Q4: 5,498 shares; 2025Q1: 16,898 shares; 2025Q2: 16,417 shares; 2025Q3: 16,361 shares; 2025Q4: 48,282 shares; 2026Q1: 38,652 shares 38,652 $5.14M 0.2% -9,630 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,569 shares; 2025Q2: not reported; 2025Q3: 38,925 shares; 2025Q4: 37,682 shares; 2026Q1: 32,228 shares 32,228 $5.11M 0.19% -5,454 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,484 shares; 2025Q1: 37,218 shares; 2025Q2: 23,187 shares; 2025Q3: 28,057 shares; 2025Q4: 32,365 shares; 2026Q1: 21,982 shares 21,982 $4.94M 0.19% -10,383 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 70,680 shares; 2025Q2: 63,715 shares; 2025Q3: 64,668 shares; 2025Q4: 71,972 shares; 2026Q1: 69,378 shares 69,378 $4.87M 0.19% -2,594 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: not loaded; 2024Q4: not reported; 2025Q1: 5,232 shares; 2025Q2: 2,350 shares; 2025Q3: 3,966 shares; 2025Q4: 17,512 shares; 2026Q1: 19,605 shares 19,605 $4.75M 0.18% +2,093 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: not loaded; 2024Q4: 26,456 shares; 2025Q1: 49,988 shares; 2025Q2: 22,439 shares; 2025Q3: 35,296 shares; 2025Q4: 59,106 shares; 2026Q1: 61,232 shares 61,232 $4.75M 0.18% +2,126 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: not loaded; 2024Q4: 840 shares; 2025Q1: 6,667 shares; 2025Q2: 4,308 shares; 2025Q3: 4,721 shares; 2025Q4: 6,705 shares; 2026Q1: 7,322 shares 7,322 $4.43M 0.17% +617 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,536 shares; 2025Q3: 85,179 shares; 2025Q4: 93,233 shares; 2026Q1: 49,699 shares 49,699 $4.4M 0.17% -43,534 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,678 shares; 2025Q4: 371,982 shares; 2026Q1: 401,743 shares 401,743 $4.32M 0.16% +29,761 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: not loaded; 2024Q4: 2,687 shares; 2025Q1: 4,988 shares; 2025Q2: 2,361 shares; 2025Q3: 3,210 shares; 2025Q4: 4,705 shares; 2026Q1: 5,098 shares 5,098 $4.31M 0.16% +393 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 118,695 shares; 2025Q2: 121,643 shares; 2025Q3: 71,449 shares; 2025Q4: 125,473 shares; 2026Q1: 129,344 shares 129,344 $4.19M 0.16% +3,871 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,587 shares 167,587 $4.18M 0.16% 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: not loaded; 2024Q4: 21,105 shares; 2025Q1: 46,238 shares; 2025Q2: 34,529 shares; 2025Q3: 37,804 shares; 2025Q4: 40,649 shares; 2026Q1: 44,441 shares 44,441 $4.17M 0.16% +3,792 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,465 shares; 2025Q1: 11,021 shares; 2025Q2: 9,109 shares; 2025Q3: 9,357 shares; 2025Q4: 10,701 shares; 2026Q1: 11,330 shares 11,330 $4.16M 0.16% +629 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: not loaded; 2024Q4: not reported; 2025Q1: 110,721 shares; 2025Q2: 88,909 shares; 2025Q3: 91,250 shares; 2025Q4: 114,931 shares; 2026Q1: 109,072 shares 109,072 $4.13M 0.16% -5,859 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,795 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,233 shares; 2026Q1: 37,844 shares 37,844 $4.06M 0.15% +7,611 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 142,281 shares; 2025Q2: 79,080 shares; 2025Q3: 69,588 shares; 2025Q4: 73,744 shares; 2026Q1: 70,900 shares 70,900 $4.01M 0.15% -2,844 Timeline DFEV 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 loaded; 2024Q4: not reported; 2025Q1: 100,169 shares; 2025Q2: 99,612 shares; 2025Q3: 100,268 shares; 2025Q4: 110,721 shares; 2026Q1: 110,950 shares 110,950 $3.97M 0.15% +229 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,139 shares; 2025Q1: 167,025 shares; 2025Q2: 141,078 shares; 2025Q3: 162,480 shares; 2025Q4: 272,473 shares; 2026Q1: 86,325 shares 86,325 $3.96M 0.15% -186,148 Timeline DFGR 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 loaded; 2024Q4: not reported; 2025Q1: 118,432 shares; 2025Q2: 119,295 shares; 2025Q3: 124,504 shares; 2025Q4: 139,297 shares; 2026Q1: 146,346 shares 146,346 $3.89M 0.15% +7,049 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,767 shares; 2025Q2: 6,375 shares; 2025Q3: 11,731 shares; 2025Q4: 9,982 shares; 2026Q1: 9,902 shares 9,902 $3.8M 0.14% -80 Timeline DEHP 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 loaded; 2024Q4: not reported; 2025Q1: 103,921 shares; 2025Q2: 104,017 shares; 2025Q3: 103,457 shares; 2025Q4: 110,638 shares; 2026Q1: 110,575 shares 110,575 $3.74M 0.14% -63 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: not loaded; 2024Q4: 5,077 shares; 2025Q1: 8,436 shares; 2025Q2: 3,850 shares; 2025Q3: 6,833 shares; 2025Q4: 10,765 shares; 2026Q1: 10,556 shares 10,556 $3.71M 0.14% -209 Timeline IGBH 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 loaded; 2024Q4: 137,321 shares; 2025Q1: 137,095 shares; 2025Q2: 140,111 shares; 2025Q3: 140,400 shares; 2025Q4: 143,823 shares; 2026Q1: 153,519 shares 153,519 $3.71M 0.14% +9,696 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: not loaded; 2024Q4: 22,597 shares; 2025Q1: 68,885 shares; 2025Q2: 23,090 shares; 2025Q3: 36,721 shares; 2025Q4: 48,761 shares; 2026Q1: 48,764 shares 48,764 $3.71M 0.14% +3 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,201 shares; 2025Q1: 64,177 shares; 2025Q2: 39,081 shares; 2025Q3: 45,990 shares; 2025Q4: 41,243 shares; 2026Q1: 42,618 shares 42,618 $3.69M 0.14% +1,375 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: not loaded; 2024Q4: 265 shares; 2025Q1: 2,866 shares; 2025Q2: 2,153 shares; 2025Q3: 1,714 shares; 2025Q4: 27,449 shares; 2026Q1: 38,125 shares 38,125 $3.67M 0.14% +10,676 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: not loaded; 2024Q4: 5,517 shares; 2025Q1: 20,901 shares; 2025Q2: 13,697 shares; 2025Q3: 10,226 shares; 2025Q4: 10,425 shares; 2026Q1: 10,803 shares 10,803 $3.65M 0.14% +378 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,787 shares; 2025Q2: 15,392 shares; 2025Q3: 21,098 shares; 2025Q4: 26,396 shares; 2026Q1: 24,450 shares 24,450 $3.55M 0.13% -1,946 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 3,746 shares; 2025Q3: 3,488 shares; 2025Q4: 25,220 shares; 2026Q1: 36,688 shares 36,688 $3.5M 0.13% +11,468 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: not loaded; 2024Q4: 12,952 shares; 2025Q1: 42,628 shares; 2025Q2: 17,702 shares; 2025Q3: 22,169 shares; 2025Q4: 24,959 shares; 2026Q1: 24,223 shares 24,223 $3.5M 0.13% -736 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: not loaded; 2024Q4: not reported; 2025Q1: 24,842 shares; 2025Q2: 24,374 shares; 2025Q3: 14,370 shares; 2025Q4: 17,734 shares; 2026Q1: 18,796 shares 18,796 $3.46M 0.13% +1,062 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: not loaded; 2024Q4: not reported; 2025Q1: 15,176 shares; 2025Q2: 9,319 shares; 2025Q3: 10,825 shares; 2025Q4: 37,092 shares; 2026Q1: 70,628 shares 70,628 $3.44M 0.13% +33,536 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: not loaded; 2024Q4: not reported; 2025Q1: 16,146 shares; 2025Q2: 14,954 shares; 2025Q3: 13,417 shares; 2025Q4: 16,641 shares; 2026Q1: 17,168 shares 17,168 $3.4M 0.13% +527 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: not loaded; 2024Q4: not reported; 2025Q1: 95,431 shares; 2025Q2: 99,248 shares; 2025Q3: 141,111 shares; 2025Q4: 231,186 shares; 2026Q1: 135,407 shares 135,407 $3.35M 0.13% -95,779 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,887 shares; 2026Q1: 42,858 shares 42,858 $3.31M 0.13% +3,971 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: not loaded; 2024Q4: 51,039 shares; 2025Q1: 124,827 shares; 2025Q2: 52,014 shares; 2025Q3: 91,141 shares; 2025Q4: 113,598 shares; 2026Q1: 114,028 shares 114,028 $3.2M 0.12% +430 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: not loaded; 2024Q4: 960,278 shares; 2025Q1: 1,136,753 shares; 2025Q2: 74,331 shares; 2025Q3: 87,633 shares; 2025Q4: 124,602 shares; 2026Q1: 134,724 shares 134,724 $3.13M 0.12% +10,122 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: not loaded; 2024Q4: 2,561 shares; 2025Q1: 18,595 shares; 2025Q2: 6,954 shares; 2025Q3: 9,383 shares; 2025Q4: 20,511 shares; 2026Q1: 19,738 shares 19,738 $3.07M 0.12% -773 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: not loaded; 2024Q4: not reported; 2025Q1: 3,458 shares; 2025Q2: 1,205 shares; 2025Q3: 3,265 shares; 2025Q4: 4,703 shares; 2026Q1: 4,271 shares 4,271 $2.98M 0.11% -432 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309,569 shares; 2025Q4: 333,371 shares; 2026Q1: 268,902 shares 268,902 $2.96M 0.11% -64,469 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: not loaded; 2024Q4: 52,625 shares; 2025Q1: 111,384 shares; 2025Q2: 87,073 shares; 2025Q3: 83,509 shares; 2025Q4: 102,942 shares; 2026Q1: 101,823 shares 101,823 $2.95M 0.11% -1,119 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 343,282 shares; 2025Q2: not reported; 2025Q3: 159,654 shares; 2025Q4: 154,649 shares; 2026Q1: 153,349 shares 153,349 $2.91M 0.11% -1,300 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,585 shares; 2025Q1: 44,283 shares; 2025Q2: 44,860 shares; 2025Q3: 47,087 shares; 2025Q4: 49,283 shares; 2026Q1: 52,553 shares 52,553 $2.9M 0.11% +3,270 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,662 shares; 2025Q1: 22,311 shares; 2025Q2: 16,983 shares; 2025Q3: 18,203 shares; 2025Q4: 19,863 shares; 2026Q1: 20,345 shares 20,345 $2.9M 0.11% +482 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: not loaded; 2024Q4: not reported; 2025Q1: 34,165 shares; 2025Q2: not reported; 2025Q3: 15,853 shares; 2025Q4: 89,814 shares; 2026Q1: 85,673 shares 85,673 $2.89M 0.11% -4,141 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: not loaded; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 2,082 shares; 2025Q3: 4,083 shares; 2025Q4: 9,198 shares; 2026Q1: 10,116 shares 10,116 $2.87M 0.11% +918 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: not loaded; 2024Q4: not reported; 2025Q1: 46,352 shares; 2025Q2: 25,656 shares; 2025Q3: 37,194 shares; 2025Q4: 53,607 shares; 2026Q1: 56,978 shares 56,978 $2.86M 0.11% +3,371 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,911 shares; 2025Q2: 17,721 shares; 2025Q3: 23,136 shares; 2025Q4: 65,823 shares; 2026Q1: 41,712 shares 41,712 $2.85M 0.11% -24,111 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,332 shares; 2025Q1: 19,533 shares; 2025Q2: 8,464 shares; 2025Q3: 9,043 shares; 2025Q4: 32,018 shares; 2026Q1: 31,389 shares 31,389 $2.84M 0.11% -629 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,079 shares; 2025Q2: 4,472 shares; 2025Q3: 5,958 shares; 2025Q4: 74,000 shares; 2026Q1: 47,256 shares 47,256 $2.83M 0.11% -26,744 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 220,070 shares; 2025Q2: 17,877 shares; 2025Q3: 107,356 shares; 2025Q4: 114,364 shares; 2026Q1: 116,794 shares 116,794 $2.8M 0.11% +2,430 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: not loaded; 2024Q4: not reported; 2025Q1: 48,707 shares; 2025Q2: 50,349 shares; 2025Q3: 30,040 shares; 2025Q4: 33,649 shares; 2026Q1: 35,184 shares 35,184 $2.77M 0.11% +1,535 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,182 shares; 2025Q2: 10,728 shares; 2025Q3: 12,439 shares; 2025Q4: 57,820 shares; 2026Q1: 54,403 shares 54,403 $2.75M 0.1% -3,417 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,067 shares; 2025Q2: 65,265 shares; 2025Q3: 91,647 shares; 2025Q4: 106,304 shares; 2026Q1: 126,684 shares 126,684 $2.75M 0.1% +20,380 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,923 shares; 2026Q1: 11,847 shares 11,847 $2.75M 0.1% -76 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: not loaded; 2024Q4: 4,897 shares; 2025Q1: 21,111 shares; 2025Q2: 10,986 shares; 2025Q3: 10,364 shares; 2025Q4: 13,641 shares; 2026Q1: 13,469 shares 13,469 $2.74M 0.1% -172 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,033 shares; 2025Q3: 9,595 shares; 2025Q4: 9,630 shares; 2026Q1: 6,715 shares 6,715 $2.74M 0.1% -2,915 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: not loaded; 2024Q4: 5,359 shares; 2025Q1: 25,177 shares; 2025Q2: 8,882 shares; 2025Q3: 11,382 shares; 2025Q4: 22,219 shares; 2026Q1: 22,545 shares 22,545 $2.71M 0.1% +326 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: not loaded; 2024Q4: 2,762 shares; 2025Q1: 18,926 shares; 2025Q2: 5,048 shares; 2025Q3: 6,206 shares; 2025Q4: 8,494 shares; 2026Q1: 8,569 shares 8,569 $2.66M 0.1% +75 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: not loaded; 2024Q4: 16,008 shares; 2025Q1: 30,966 shares; 2025Q2: 18,534 shares; 2025Q3: 26,435 shares; 2025Q4: 27,987 shares; 2026Q1: 29,140 shares 29,140 $2.64M 0.1% +1,153 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,706 shares 53,706 $2.63M 0.1% new Timeline SPGP 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 loaded; 2024Q4: 10,600 shares; 2025Q1: 21,200 shares; 2025Q2: not reported; 2025Q3: 21,991 shares; 2025Q4: 23,059 shares; 2026Q1: 24,364 shares 24,364 $2.62M 0.1% +1,305 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: not loaded; 2024Q4: 2,812 shares; 2025Q1: 13,395 shares; 2025Q2: 6,948 shares; 2025Q3: 9,265 shares; 2025Q4: 9,524 shares; 2026Q1: 9,636 shares 9,636 $2.61M 0.1% +112 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,312 shares; 2025Q1: 18,529 shares; 2025Q2: 20,853 shares; 2025Q3: 17,578 shares; 2025Q4: 44,548 shares; 2026Q1: 41,735 shares 41,735 $2.56M 0.1% -2,813 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,266 shares; 2025Q2: 17,432 shares; 2025Q3: 26,138 shares; 2025Q4: 27,076 shares; 2026Q1: 26,930 shares 26,930 $2.5M 0.1% -146 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 50,689 shares 50,689 $2.45M 0.09% +43,948 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,951 shares; 2026Q1: 29,208 shares 29,208 $2.41M 0.09% +257 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: not loaded; 2024Q4: not reported; 2025Q1: 4,781 shares; 2025Q2: 6,264 shares; 2025Q3: 2,686 shares; 2025Q4: 14,437 shares; 2026Q1: 14,533 shares 14,533 $2.4M 0.09% +96 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 2,223 shares; 2025Q3: 7,328 shares; 2025Q4: 23,068 shares; 2026Q1: 20,118 shares 20,118 $2.39M 0.09% -2,950 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: not loaded; 2024Q4: 1,361 shares; 2025Q1: 7,058 shares; 2025Q2: 4,806 shares; 2025Q3: 5,153 shares; 2025Q4: 6,944 shares; 2026Q1: 7,029 shares 7,029 $2.38M 0.09% +85 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,450 shares; 2025Q1: 241,833 shares; 2025Q2: 100,568 shares; 2025Q3: 167,986 shares; 2025Q4: 154,385 shares; 2026Q1: 166,106 shares 166,106 $2.34M 0.09% +11,721 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,814 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,564 shares; 2026Q1: 13,273 shares 13,273 $2.3M 0.09% +8,709 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,521 shares; 2025Q2: not reported; 2025Q3: 4,897 shares; 2025Q4: 29,585 shares; 2026Q1: 24,964 shares 24,964 $2.29M 0.09% -4,621 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,226 shares; 2026Q1: 28,320 shares 28,320 $2.24M 0.09% +22,094 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,667 shares; 2025Q2: 10,297 shares; 2025Q3: 10,678 shares; 2025Q4: 13,428 shares; 2026Q1: 15,079 shares 15,079 $2.21M 0.08% +1,651 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: not loaded; 2024Q4: not reported; 2025Q1: 4,214 shares; 2025Q2: 3,972 shares; 2025Q3: 2,579 shares; 2025Q4: 3,972 shares; 2026Q1: 4,091 shares 4,091 $2.2M 0.08% +119 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,434 shares; 2025Q1: 9,243 shares; 2025Q2: 4,148 shares; 2025Q3: 3,316 shares; 2025Q4: 7,620 shares; 2026Q1: 8,767 shares 8,767 $2.17M 0.08% +1,147 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,787 shares; 2025Q1: 14,031 shares; 2025Q2: 6,474 shares; 2025Q3: 8,517 shares; 2025Q4: 8,355 shares; 2026Q1: 8,346 shares 8,346 $2.17M 0.08% -9 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,602 shares; 2025Q2: 69,873 shares; 2025Q3: 68,012 shares; 2025Q4: 70,080 shares; 2026Q1: 65,785 shares 65,785 $2.17M 0.08% -4,295 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: not loaded; 2024Q4: 1,003 shares; 2025Q1: 5,374 shares; 2025Q2: 3,411 shares; 2025Q3: 3,580 shares; 2025Q4: 5,519 shares; 2026Q1: 6,052 shares 6,052 $2.16M 0.08% +533 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: not loaded; 2024Q4: not reported; 2025Q1: 16,881 shares; 2025Q2: 8,280 shares; 2025Q3: 9,028 shares; 2025Q4: 37,376 shares; 2026Q1: 35,527 shares 35,527 $2.15M 0.08% -1,849 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,490 shares; 2025Q2: 3,062 shares; 2025Q3: 3,692 shares; 2025Q4: 6,866 shares; 2026Q1: 8,220 shares 8,220 $2.15M 0.08% +1,354 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,442 shares; 2025Q2: 5,814 shares; 2025Q3: 23,815 shares; 2025Q4: 18,010 shares; 2026Q1: 19,434 shares 19,434 $2.15M 0.08% +1,424 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: not loaded; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 1,079 shares; 2025Q3: 1,070 shares; 2025Q4: 5,897 shares; 2026Q1: 5,876 shares 5,876 $2.1M 0.08% -21 Timeline YNOT HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,962 shares 78,962 $2.1M 0.08% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,420 shares; 2025Q1: 78,317 shares; 2025Q2: 126,439 shares; 2025Q3: 131,404 shares; 2025Q4: 131,295 shares; 2026Q1: 49,166 shares 49,166 $2.09M 0.08% -82,129 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,280 shares; 2025Q1: 26,737 shares; 2025Q2: 26,345 shares; 2025Q3: 26,101 shares; 2025Q4: 49,262 shares; 2026Q1: 39,819 shares 39,819 $2.07M 0.08% -9,443 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: not loaded; 2024Q4: 7,450 shares; 2025Q1: 22,907 shares; 2025Q2: 16,469 shares; 2025Q3: 16,903 shares; 2025Q4: 31,087 shares; 2026Q1: 31,203 shares 31,203 $2.06M 0.08% +116 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,617 shares; 2026Q1: 44,239 shares 44,239 $2.03M 0.08% -47,378 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: not loaded; 2024Q4: not reported; 2025Q1: 7,059 shares; 2025Q2: 2,508 shares; 2025Q3: 3,592 shares; 2025Q4: 23,001 shares; 2026Q1: 14,786 shares 14,786 $2.01M 0.08% -8,215 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,971 shares; 2025Q2: not reported; 2025Q3: 13,057 shares; 2025Q4: 51,057 shares; 2026Q1: 50,481 shares 50,481 $1.99M 0.08% -576 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,801 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,159 shares 36,159 $1.97M 0.07% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,730 shares; 2025Q1: 6,706 shares; 2025Q2: 4,280 shares; 2025Q3: 4,438 shares; 2025Q4: 4,165 shares; 2026Q1: 17,435 shares 17,435 $1.93M 0.07% +13,270 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: not loaded; 2024Q4: not reported; 2025Q1: 6,744 shares; 2025Q2: 6,650 shares; 2025Q3: 13,357 shares; 2025Q4: 17,099 shares; 2026Q1: 24,585 shares 24,585 $1.9M 0.07% +7,486 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,787 shares; 2025Q3: 145,724 shares; 2025Q4: 154,049 shares; 2026Q1: 37,836 shares 37,836 $1.89M 0.07% -116,213 Timeline SYSB ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,211 shares; 2026Q1: 21,040 shares 21,040 $1.87M 0.07% +3,829 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,085 shares; 2026Q1: 22,880 shares 22,880 $1.87M 0.07% -205 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: not loaded; 2024Q4: 14,995 shares; 2025Q1: 26,993 shares; 2025Q2: 21,816 shares; 2025Q3: 19,052 shares; 2025Q4: 28,344 shares; 2026Q1: 27,663 shares 27,663 $1.87M 0.07% -681 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,968 shares; 2025Q1: 14,516 shares; 2025Q2: 5,641 shares; 2025Q3: 9,214 shares; 2025Q4: 9,907 shares; 2026Q1: 9,611 shares 9,611 $1.87M 0.07% -296 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: not loaded; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 9,142 shares; 2025Q3: 10,003 shares; 2025Q4: 15,052 shares; 2026Q1: 14,679 shares 14,679 $1.84M 0.07% -373 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: not loaded; 2024Q4: 2,144 shares; 2025Q1: 15,222 shares; 2025Q2: 5,627 shares; 2025Q3: 7,968 shares; 2025Q4: 7,941 shares; 2026Q1: 7,695 shares 7,695 $1.82M 0.07% -246 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: not loaded; 2024Q4: 5,713 shares; 2025Q1: 9,447 shares; 2025Q2: 5,119 shares; 2025Q3: 5,893 shares; 2025Q4: 5,671 shares; 2026Q1: 5,511 shares 5,511 $1.8M 0.07% -160 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: not loaded; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 6,493 shares; 2025Q3: not reported; 2025Q4: 37,403 shares; 2026Q1: 32,799 shares 32,799 $1.77M 0.07% -4,604 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,464 shares; 2025Q1: 23,286 shares; 2025Q2: 11,733 shares; 2025Q3: 11,579 shares; 2025Q4: 19,879 shares; 2026Q1: 18,897 shares 18,897 $1.75M 0.07% -982 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,267 shares; 2025Q1: 12,767 shares; 2025Q2: 46,841 shares; 2025Q3: 15,212 shares; 2025Q4: 17,877 shares; 2026Q1: 55,696 shares 55,696 $1.75M 0.07% +37,819 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49,509 shares; 2025Q2: 29,573 shares; 2025Q3: 26,116 shares; 2025Q4: 33,612 shares; 2026Q1: 33,147 shares 33,147 $1.74M 0.07% -465 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26,285 shares; 2025Q2: 28,530 shares; 2025Q3: 28,680 shares; 2025Q4: 30,280 shares; 2026Q1: 35,717 shares 35,717 $1.72M 0.07% +5,437 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391 shares; 2025Q3: 527 shares; 2025Q4: 1,775 shares; 2026Q1: 1,974 shares 1,974 $1.72M 0.07% +199 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,047 shares; 2026Q1: 33,542 shares 33,542 $1.71M 0.07% -7,505 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30,757 shares; 2025Q2: 33,623 shares; 2025Q3: 35,933 shares; 2025Q4: 38,533 shares; 2026Q1: 43,497 shares 43,497 $1.71M 0.07% +4,964 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,314 shares; 2025Q2: not reported; 2025Q3: 17,998 shares; 2025Q4: 18,443 shares; 2026Q1: 18,006 shares 18,006 $1.71M 0.06% -437 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,691 shares; 2025Q1: 25,092 shares; 2025Q2: 20,690 shares; 2025Q3: 21,076 shares; 2025Q4: 19,403 shares; 2026Q1: 18,297 shares 18,297 $1.7M 0.06% -1,106 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: not loaded; 2024Q4: not reported; 2025Q1: 9,484 shares; 2025Q2: 6,802 shares; 2025Q3: 8,547 shares; 2025Q4: 11,004 shares; 2026Q1: 11,495 shares 11,495 $1.69M 0.06% +491 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,397 shares; 2025Q2: 12,534 shares; 2025Q3: 10,045 shares; 2025Q4: 18,711 shares; 2026Q1: 22,743 shares 22,743 $1.67M 0.06% +4,032 Timeline FJUL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,593 shares; 2026Q1: 29,935 shares 29,935 $1.64M 0.06% -14,658 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: not loaded; 2024Q4: not reported; 2025Q1: 7,262 shares; 2025Q2: 3,893 shares; 2025Q3: 4,231 shares; 2025Q4: 4,794 shares; 2026Q1: 4,182 shares 4,182 $1.63M 0.06% -612 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,463 shares; 2026Q1: 17,319 shares 17,319 $1.63M 0.06% +9,856 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,605 shares; 2026Q1: 9,585 shares 9,585 $1.62M 0.06% -20 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 13,713 shares; 2025Q2: 6,966 shares; 2025Q3: 7,790 shares; 2025Q4: 7,469 shares; 2026Q1: 7,016 shares 7,016 $1.61M 0.06% -453 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,534 shares; 2025Q1: 130,495 shares; 2025Q2: not reported; 2025Q3: 61,190 shares; 2025Q4: 60,085 shares; 2026Q1: 60,085 shares 60,085 $1.6M 0.06% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,541 shares; 2025Q1: 155,124 shares; 2025Q2: 68,989 shares; 2025Q3: 102,273 shares; 2025Q4: 70,044 shares; 2026Q1: 69,551 shares 69,551 $1.58M 0.06% -493 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: not loaded; 2024Q4: 6,921 shares; 2025Q1: 11,796 shares; 2025Q2: 11,068 shares; 2025Q3: 9,289 shares; 2025Q4: 10,933 shares; 2026Q1: 10,796 shares 10,796 $1.57M 0.06% -137 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,219 shares; 2025Q1: 77,590 shares; 2025Q2: 46,806 shares; 2025Q3: 69,208 shares; 2025Q4: 68,431 shares; 2026Q1: 73,909 shares 73,909 $1.56M 0.06% +5,478 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,072 shares; 2025Q1: 13,788 shares; 2025Q2: 5,494 shares; 2025Q3: 8,781 shares; 2025Q4: 7,977 shares; 2026Q1: 7,924 shares 7,924 $1.55M 0.06% -53 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: not loaded; 2024Q4: not reported; 2025Q1: 7,045 shares; 2025Q2: 6,207 shares; 2025Q3: 4,273 shares; 2025Q4: 5,115 shares; 2026Q1: 5,520 shares 5,520 $1.54M 0.06% +405 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,573 shares; 2026Q1: 21,692 shares 21,692 $1.54M 0.06% +119 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: not loaded; 2024Q4: not reported; 2025Q1: 35,404 shares; 2025Q2: 15,834 shares; 2025Q3: 17,494 shares; 2025Q4: 33,265 shares; 2026Q1: 34,445 shares 34,445 $1.52M 0.06% +1,180 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,489 shares; 2026Q1: 15,740 shares 15,740 $1.52M 0.06% +251 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 448 shares; 2025Q1: 3,477 shares; 2025Q2: 576 shares; 2025Q3: 1,591 shares; 2025Q4: 1,624 shares; 2026Q1: 1,566 shares 1,566 $1.51M 0.06% -58 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,419 shares; 2026Q1: 15,009 shares 15,009 $1.5M 0.06% -410 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 loaded; 2024Q4: 4,690 shares; 2025Q1: 13,102 shares; 2025Q2: not reported; 2025Q3: 7,262 shares; 2025Q4: 7,421 shares; 2026Q1: 6,978 shares 6,978 $1.49M 0.06% -443 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: not loaded; 2024Q4: not reported; 2025Q1: 2,543 shares; 2025Q2: 5,306 shares; 2025Q3: 9,183 shares; 2025Q4: 13,120 shares; 2026Q1: 13,173 shares 13,173 $1.49M 0.06% +53 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,297 shares; 2025Q2: 7,656 shares; 2025Q3: 7,607 shares; 2025Q4: 11,994 shares; 2026Q1: 10,184 shares 10,184 $1.49M 0.06% -1,810 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,058 shares; 2025Q2: not reported; 2025Q3: 71,111 shares; 2025Q4: 72,996 shares; 2026Q1: 71,937 shares 71,937 $1.46M 0.06% -1,059 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,760 shares; 2025Q1: 49,531 shares; 2025Q2: 47,389 shares; 2025Q3: 22,735 shares; 2025Q4: 53,126 shares; 2026Q1: 36,314 shares 36,314 $1.46M 0.06% -16,812 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: not loaded; 2024Q4: 6,657 shares; 2025Q1: 24,873 shares; 2025Q2: 12,934 shares; 2025Q3: 15,508 shares; 2025Q4: 15,067 shares; 2026Q1: 14,982 shares 14,982 $1.44M 0.05% -85 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,282 shares; 2025Q2: 40,506 shares; 2025Q3: 41,095 shares; 2025Q4: 47,408 shares; 2026Q1: 42,674 shares 42,674 $1.43M 0.05% -4,734 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: not loaded; 2024Q4: not reported; 2025Q1: 7,495 shares; 2025Q2: 5,372 shares; 2025Q3: 7,633 shares; 2025Q4: 5,771 shares; 2026Q1: 7,161 shares 7,161 $1.43M 0.05% +1,390 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,628 shares; 2025Q2: not reported; 2025Q3: 5,456 shares; 2025Q4: 17,163 shares; 2026Q1: 17,351 shares 17,351 $1.42M 0.05% +188 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,896 shares; 2026Q1: 57,027 shares 57,027 $1.41M 0.05% +24,131 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,034 shares; 2025Q4: 5,284 shares; 2026Q1: 5,625 shares 5,625 $1.41M 0.05% +341 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,211 shares; 2025Q1: 15,616 shares; 2025Q2: 23,111 shares; 2025Q3: 16,256 shares; 2025Q4: 28,106 shares; 2026Q1: 28,521 shares 28,521 $1.41M 0.05% +415 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,820 shares; 2025Q4: 84,629 shares; 2026Q1: 79,961 shares 79,961 $1.4M 0.05% -4,668 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,867 shares; 2025Q1: 9,053 shares; 2025Q2: 4,311 shares; 2025Q3: 6,004 shares; 2025Q4: 4,276 shares; 2026Q1: 4,462 shares 4,462 $1.4M 0.05% +186 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: not loaded; 2024Q4: not reported; 2025Q1: 3,850 shares; 2025Q2: 3,029 shares; 2025Q3: 3,350 shares; 2025Q4: 8,413 shares; 2026Q1: 8,501 shares 8,501 $1.4M 0.05% +88 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,466 shares 42,466 $1.37M 0.05% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,206 shares; 2025Q4: 27,036 shares; 2026Q1: 25,679 shares 25,679 $1.37M 0.05% -1,357 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,522 shares; 2026Q1: 11,688 shares 11,688 $1.33M 0.05% +7,166 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 12,364 shares; 2025Q3: 7,815 shares; 2025Q4: 8,803 shares; 2026Q1: 9,636 shares 9,636 $1.32M 0.05% +833 Timeline REZ ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: 19,286 shares; 2025Q2: not reported; 2025Q3: 14,084 shares; 2025Q4: 14,731 shares; 2026Q1: 15,708 shares 15,708 $1.31M 0.05% +977 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,712 shares; 2025Q2: 14,750 shares; 2025Q3: 14,728 shares; 2025Q4: 16,475 shares; 2026Q1: 15,409 shares 15,409 $1.26M 0.05% -1,066 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150,294 shares; 2025Q2: not reported; 2025Q3: 70,522 shares; 2025Q4: 67,581 shares; 2026Q1: 67,581 shares 67,581 $1.25M 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,183 shares; 2025Q2: 6,436 shares; 2025Q3: 7,264 shares; 2025Q4: 17,777 shares; 2026Q1: 9,755 shares 9,755 $1.25M 0.05% -8,022 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,123 shares; 2025Q2: 25,448 shares; 2025Q3: 26,725 shares; 2025Q4: 26,864 shares; 2026Q1: 28,319 shares 28,319 $1.2M 0.05% +1,455 Timeline IAI ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: 6,134 shares; 2025Q2: not reported; 2025Q3: 5,178 shares; 2025Q4: 6,189 shares; 2026Q1: 7,269 shares 7,269 $1.19M 0.05% +1,080 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,031 shares; 2025Q1: 19,679 shares; 2025Q2: 10,227 shares; 2025Q3: 10,455 shares; 2025Q4: 10,515 shares; 2026Q1: 11,567 shares 11,567 $1.18M 0.04% +1,052 Timeline TSPA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,004 shares; 2026Q1: 28,773 shares 28,773 $1.18M 0.04% -2,231 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,719 shares; 2026Q1: 11,783 shares 11,783 $1.15M 0.04% +64 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,240 shares; 2025Q3: not reported; 2025Q4: 21,528 shares; 2026Q1: 22,358 shares 22,358 $1.14M 0.04% +830 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,764 shares; 2025Q2: 35,741 shares; 2025Q3: 19,825 shares; 2025Q4: 22,204 shares; 2026Q1: 24,626 shares 24,626 $1.14M 0.04% +2,422 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: not loaded; 2024Q4: 20,290 shares; 2025Q1: 12,058 shares; 2025Q2: 9,793 shares; 2025Q3: 7,884 shares; 2025Q4: 11,984 shares; 2026Q1: 9,172 shares 9,172 $1.14M 0.04% -2,812 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,726 shares; 2025Q2: 9,862 shares; 2025Q3: 6,235 shares; 2025Q4: 6,612 shares; 2026Q1: 7,455 shares 7,455 $1.12M 0.04% +843 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,505 shares; 2026Q1: 2,687 shares 2,687 $1.12M 0.04% -2,818 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: not loaded; 2024Q4: 879 shares; 2025Q1: 3,728 shares; 2025Q2: 1,779 shares; 2025Q3: 1,900 shares; 2025Q4: 2,941 shares; 2026Q1: 2,607 shares 2,607 $1.11M 0.04% -334 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: not loaded; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 1,903 shares; 2025Q3: 6,914 shares; 2025Q4: 7,827 shares; 2026Q1: 8,452 shares 8,452 $1.11M 0.04% +625 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,826 shares; 2025Q1: 31,022 shares; 2025Q2: 27,979 shares; 2025Q3: 25,334 shares; 2025Q4: 24,084 shares; 2026Q1: 25,415 shares 25,415 $1.1M 0.04% +1,331 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: not loaded; 2024Q4: 2,168 shares; 2025Q1: 14,803 shares; 2025Q2: 6,251 shares; 2025Q3: 7,811 shares; 2025Q4: 10,775 shares; 2026Q1: 10,631 shares 10,631 $1.09M 0.04% -144 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: not loaded; 2024Q4: not reported; 2025Q1: 33,279 shares; 2025Q2: 14,733 shares; 2025Q3: 21,944 shares; 2025Q4: 23,323 shares; 2026Q1: 23,198 shares 23,198 $1.09M 0.04% -125 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 11,150 shares; 2025Q3: 9,655 shares; 2025Q4: 10,656 shares; 2026Q1: 11,012 shares 11,012 $1.09M 0.04% +356 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 3,956 shares; 2025Q2: 1,728 shares; 2025Q3: 1,776 shares; 2025Q4: 1,595 shares; 2026Q1: 1,591 shares 1,591 $1.09M 0.04% -4 Timeline IYE ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,717 shares 16,717 $1.08M 0.04% new Timeline QTUM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,570 shares; 2026Q1: 10,072 shares 10,072 $1.08M 0.04% +1,502 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: not loaded; 2024Q4: not reported; 2025Q1: 11,783 shares; 2025Q2: 5,179 shares; 2025Q3: 12,324 shares; 2025Q4: 9,626 shares; 2026Q1: 11,176 shares 11,176 $1.08M 0.04% +1,550 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,057 shares 50,057 $1.08M 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 4,442 shares; 2026Q1: 6,501 shares 6,501 $1.06M 0.04% +2,059 Timeline SDIV 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 loaded; 2024Q4: 18,239 shares; 2025Q1: 18,709 shares; 2025Q2: 18,674 shares; 2025Q3: 18,749 shares; 2025Q4: 25,724 shares; 2026Q1: 42,084 shares 42,084 $1.06M 0.04% +16,360 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,172 shares; 2025Q2: 11,250 shares; 2025Q3: 7,045 shares; 2025Q4: 7,989 shares; 2026Q1: 9,011 shares 9,011 $1.06M 0.04% +1,022 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,651 shares; 2025Q2: 17,580 shares; 2025Q3: 20,344 shares; 2025Q4: 44,599 shares; 2026Q1: 26,267 shares 26,267 $1.05M 0.04% -18,332 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,479 shares; 2025Q2: not reported; 2025Q3: 27,654 shares; 2025Q4: 27,475 shares; 2026Q1: 13,832 shares 13,832 $1.05M 0.04% -13,643 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,793 shares; 2025Q2: 6,373 shares; 2025Q3: 5,649 shares; 2025Q4: 27,198 shares; 2026Q1: 14,636 shares 14,636 $1.05M 0.04% -12,562 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,374 shares; 2025Q2: 21,459 shares; 2025Q3: 18,682 shares; 2025Q4: 19,111 shares; 2026Q1: 20,786 shares 20,786 $1.05M 0.04% +1,675 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: not loaded; 2024Q4: 9,062 shares; 2025Q1: 21,522 shares; 2025Q2: 6,766 shares; 2025Q3: 7,384 shares; 2025Q4: 10,661 shares; 2026Q1: 10,574 shares 10,574 $1.04M 0.04% -87 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,212 shares; 2025Q2: 7,212 shares; 2025Q3: 4,992 shares; 2025Q4: 14,941 shares; 2026Q1: 11,068 shares 11,068 $1.04M 0.04% -3,873 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 250,517 shares; 2025Q2: 258,351 shares; 2025Q3: 57,355 shares; 2025Q4: 41,107 shares; 2026Q1: 40,795 shares 40,795 $1.04M 0.04% -312 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: not loaded; 2024Q4: 935 shares; 2025Q1: 8,495 shares; 2025Q2: 2,033 shares; 2025Q3: 3,194 shares; 2025Q4: 2,977 shares; 2026Q1: 3,022 shares 3,022 $1.04M 0.04% +45 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 6,616 shares; 2025Q2: 3,138 shares; 2025Q3: 3,832 shares; 2025Q4: 7,048 shares; 2026Q1: 6,838 shares 6,838 $1.04M 0.04% -210 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,410 shares; 2025Q1: 4,981 shares; 2025Q2: 4,158 shares; 2025Q3: not reported; 2025Q4: 8,814 shares; 2026Q1: 9,500 shares 9,500 $1.03M 0.04% +686 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,510 shares; 2025Q1: 10,398 shares; 2025Q2: 5,423 shares; 2025Q3: 5,301 shares; 2025Q4: 6,411 shares; 2026Q1: 5,864 shares 5,864 $1.02M 0.04% -547 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: not loaded; 2024Q4: not reported; 2025Q1: 18,892 shares; 2025Q2: 16,356 shares; 2025Q3: 16,889 shares; 2025Q4: 19,232 shares; 2026Q1: 12,730 shares 12,730 $1.01M 0.04% -6,502 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,685 shares; 2025Q1: 9,516 shares; 2025Q2: 7,253 shares; 2025Q3: 10,872 shares; 2025Q4: 19,629 shares; 2026Q1: 14,868 shares 14,868 $1.01M 0.04% -4,761 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,038 shares; 2025Q2: 7,881 shares; 2025Q3: 8,216 shares; 2025Q4: 14,049 shares; 2026Q1: 14,240 shares 14,240 $1.01M 0.04% +191 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 1,736 shares; 2025Q3: 2,763 shares; 2025Q4: 3,265 shares; 2026Q1: 3,226 shares 3,226 $1.01M 0.04% -39 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,860 shares; 2026Q1: 40,514 shares 40,514 $1M 0.04% +4,654 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,576 shares; 2025Q2: 5,873 shares; 2025Q3: 3,904 shares; 2025Q4: 10,808 shares; 2026Q1: 10,901 shares 10,901 $982K 0.04% +93 Timeline PDP 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 loaded; 2024Q4: 7,785 shares; 2025Q1: 8,671 shares; 2025Q2: 8,305 shares; 2025Q3: 8,145 shares; 2025Q4: 7,925 shares; 2026Q1: 8,125 shares 8,125 $981K 0.04% +200 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,159 shares; 2026Q1: 15,137 shares 15,137 $970K 0.04% -22 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,061 shares; 2025Q1: 8,867 shares; 2025Q2: 1,947 shares; 2025Q3: 3,650 shares; 2025Q4: 2,122 shares; 2026Q1: 1,972 shares 1,972 $969K 0.04% -150 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,315 shares; 2025Q2: 5,867 shares; 2025Q3: 7,308 shares; 2025Q4: 10,402 shares; 2026Q1: 15,801 shares 15,801 $967K 0.04% +5,399 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,744 shares; 2025Q2: not reported; 2025Q3: 17,380 shares; 2025Q4: 21,434 shares; 2026Q1: 27,301 shares 27,301 $964K 0.04% +5,867 Timeline FSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,650 shares; 2026Q1: 18,900 shares 18,900 $951K 0.04% -750 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,410 shares; 2025Q1: 4,629 shares; 2025Q2: 3,956 shares; 2025Q3: 3,931 shares; 2025Q4: 11,723 shares; 2026Q1: 8,679 shares 8,679 $946K 0.04% -3,044 Timeline FCOM 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 loaded; 2024Q4: not reported; 2025Q1: 13,596 shares; 2025Q2: not reported; 2025Q3: 9,840 shares; 2025Q4: 11,576 shares; 2026Q1: 13,847 shares 13,847 $943K 0.04% +2,271 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 543 shares 543 $939K 0.04% +4 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,438 shares; 2026Q1: 2,803 shares 2,803 $921K 0.04% -635 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: not loaded; 2024Q4: 11,745 shares; 2025Q1: 36,120 shares; 2025Q2: 40,816 shares; 2025Q3: 24,712 shares; 2025Q4: 36,185 shares; 2026Q1: 23,825 shares 23,825 $915K 0.03% -12,360 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,389 shares; 2026Q1: 32,396 shares 32,396 $907K 0.03% -993 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,820 shares; 2025Q2: 4,752 shares; 2025Q3: 3,966 shares; 2025Q4: 4,334 shares; 2026Q1: 4,361 shares 4,361 $904K 0.03% +27 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,006 shares; 2025Q3: 2,258 shares; 2025Q4: 4,291 shares; 2026Q1: 21,528 shares 21,528 $897K 0.03% +17,237 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,443 shares; 2026Q1: 4,384 shares 4,384 $894K 0.03% -59 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 4,359 shares 4,359 $888K 0.03% +389 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,999 shares; 2025Q2: 3,286 shares; 2025Q3: 3,734 shares; 2025Q4: 4,007 shares; 2026Q1: 3,794 shares 3,794 $888K 0.03% -213 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,258 shares; 2026Q1: 17,597 shares 17,597 $882K 0.03% -23,661 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,002 shares; 2025Q2: 7,755 shares; 2025Q3: 8,201 shares; 2025Q4: 13,172 shares; 2026Q1: 13,869 shares 13,869 $869K 0.03% +697 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,884 shares; 2026Q1: 14,284 shares 14,284 $869K 0.03% -600 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 1,949 shares; 2025Q3: 1,905 shares; 2025Q4: 8,759 shares; 2026Q1: 8,379 shares 8,379 $868K 0.03% -380 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,845 shares; 2025Q1: 18,720 shares; 2025Q2: 13,259 shares; 2025Q3: 11,338 shares; 2025Q4: 18,270 shares; 2026Q1: 13,809 shares 13,809 $864K 0.03% -4,461 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: not loaded; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: 2,447 shares; 2025Q3: 2,062 shares; 2025Q4: 7,130 shares; 2026Q1: 2,515 shares 2,515 $860K 0.03% -4,615 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 3,119 shares; 2026Q1: 3,420 shares 3,420 $858K 0.03% +301 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: not loaded; 2024Q4: not reported; 2025Q1: 5,253 shares; 2025Q2: 4,402 shares; 2025Q3: 4,495 shares; 2025Q4: 4,606 shares; 2026Q1: 5,273 shares 5,273 $853K 0.03% +667 Timeline RFG 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 loaded; 2024Q4: not reported; 2025Q1: 29,878 shares; 2025Q2: 14,939 shares; 2025Q3: 15,445 shares; 2025Q4: 15,445 shares; 2026Q1: 15,445 shares 15,445 $847K 0.03% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,095 shares; 2025Q1: 15,363 shares; 2025Q2: 10,465 shares; 2025Q3: 12,587 shares; 2025Q4: 22,706 shares; 2026Q1: 17,804 shares 17,804 $846K 0.03% -4,902 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: not loaded; 2024Q4: 917 shares; 2025Q1: 13,887 shares; 2025Q2: 2,926 shares; 2025Q3: 4,249 shares; 2025Q4: 3,734 shares; 2026Q1: 3,689 shares 3,689 $834K 0.03% -45 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: not loaded; 2024Q4: 2,334 shares; 2025Q1: 13,352 shares; 2025Q2: 3,700 shares; 2025Q3: 4,828 shares; 2025Q4: 5,244 shares; 2026Q1: 5,214 shares 5,214 $833K 0.03% -30 Timeline FTXL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares; 2026Q1: 5,592 shares 5,592 $825K 0.03% +1,799 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: not loaded; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 1,599 shares; 2025Q3: 4,317 shares; 2025Q4: 5,547 shares; 2026Q1: 2,711 shares 2,711 $820K 0.03% -2,836 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,970 shares; 2025Q2: 16,704 shares; 2025Q3: 15,829 shares; 2025Q4: 14,664 shares; 2026Q1: 14,664 shares 14,664 $816K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 4,086 shares; 2025Q3: 3,988 shares; 2025Q4: 2,850 shares; 2026Q1: 6,530 shares 6,530 $815K 0.03% +3,680 Timeline DMX 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,195 shares 16,195 $811K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 1,083 shares; 2025Q3: 1,154 shares; 2025Q4: 1,198 shares; 2026Q1: 1,089 shares 1,089 $794K 0.03% -109 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,848 shares 19,848 $784K 0.03% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,481 shares 2,481 $775K 0.03% +207 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,932 shares; 2026Q1: 6,061 shares 6,061 $774K 0.03% +129 Timeline HYGW ISHARES 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 loaded; 2024Q4: 20,300 shares; 2025Q1: 20,490 shares; 2025Q2: 22,690 shares; 2025Q3: 22,570 shares; 2025Q4: 22,720 shares; 2026Q1: 26,050 shares 26,050 $768K 0.03% +3,330 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,529 shares; 2025Q2: 9,856 shares; 2025Q3: 11,185 shares; 2025Q4: 11,243 shares; 2026Q1: 17,106 shares 17,106 $767K 0.03% +5,863 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: not loaded; 2024Q4: 4,110 shares; 2025Q1: 51,931 shares; 2025Q2: 44,743 shares; 2025Q3: 28,556 shares; 2025Q4: 13,521 shares; 2026Q1: 8,691 shares 8,691 $766K 0.03% -4,830 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50,612 shares; 2025Q2: not reported; 2025Q3: 36,305 shares; 2025Q4: 38,867 shares; 2026Q1: 38,454 shares 38,454 $759K 0.03% -413 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: not loaded; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 3,544 shares; 2025Q3: 2,483 shares; 2025Q4: 4,360 shares; 2026Q1: 4,699 shares 4,699 $753K 0.03% +339 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,223 shares; 2025Q3: 2,668 shares; 2025Q4: 5,023 shares; 2026Q1: 2,960 shares 2,960 $752K 0.03% -2,063 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: not loaded; 2024Q4: 2,624 shares; 2025Q1: 10,177 shares; 2025Q2: 5,126 shares; 2025Q3: 6,152 shares; 2025Q4: 6,480 shares; 2026Q1: 5,816 shares 5,816 $749K 0.03% -664 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,909 shares; 2025Q1: 22,706 shares; 2025Q2: 8,668 shares; 2025Q3: 17,265 shares; 2025Q4: 16,730 shares; 2026Q1: 6,175 shares 6,175 $748K 0.03% -10,555 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: not loaded; 2024Q4: 3,657 shares; 2025Q1: 9,023 shares; 2025Q2: 2,725 shares; 2025Q3: 3,086 shares; 2025Q4: 5,021 shares; 2026Q1: 5,580 shares 5,580 $737K 0.03% +559 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,279 shares; 2025Q2: 1,668 shares; 2025Q3: 4,819 shares; 2025Q4: 5,383 shares; 2026Q1: 4,856 shares 4,856 $735K 0.03% -527 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,916 shares; 2025Q2: 18,056 shares; 2025Q3: 9,023 shares; 2025Q4: 18,930 shares; 2026Q1: 19,983 shares 19,983 $734K 0.03% +1,053 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,220 shares; 2025Q1: 9,888 shares; 2025Q2: 8,541 shares; 2025Q3: 8,569 shares; 2025Q4: 8,521 shares; 2026Q1: 9,000 shares 9,000 $716K 0.03% +479 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,389 shares; 2026Q1: 2,450 shares 2,450 $712K 0.03% +61 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,890 shares 11,890 $697K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,160 shares; 2026Q1: 12,184 shares 12,184 $692K 0.03% +24 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 3,925 shares 3,925 $690K 0.03% -42 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,303 shares; 2025Q1: 23,858 shares; 2025Q2: 11,843 shares; 2025Q3: 16,988 shares; 2025Q4: 19,842 shares; 2026Q1: 20,541 shares 20,541 $689K 0.03% +699 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 964 shares; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 538 shares; 2026Q1: 702 shares 702 $688K 0.03% +164 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,781 shares; 2026Q1: 28,781 shares 28,781 $681K 0.03% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,568 shares; 2025Q2: 11,062 shares; 2025Q3: 9,406 shares; 2025Q4: 10,234 shares; 2026Q1: 9,306 shares 9,306 $679K 0.03% -928 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: not loaded; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 13,842 shares; 2025Q3: 16,262 shares; 2025Q4: 10,205 shares; 2026Q1: 6,561 shares 6,561 $679K 0.03% -3,644 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,203 shares; 2026Q1: 6,091 shares 6,091 $679K 0.03% -112 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,389 shares; 2026Q1: 7,553 shares 7,553 $677K 0.03% +164 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 4,693 shares; 2025Q3: 5,805 shares; 2025Q4: 6,157 shares; 2026Q1: 6,127 shares 6,127 $676K 0.03% -30 Timeline BKMI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,837 shares 25,837 $674K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,815 shares; 2025Q2: 14,937 shares; 2025Q3: 15,816 shares; 2025Q4: 33,691 shares; 2026Q1: 34,766 shares 34,766 $671K 0.03% +1,075 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,055 shares; 2025Q1: 12,717 shares; 2025Q2: 5,637 shares; 2025Q3: 4,748 shares; 2025Q4: 4,566 shares; 2026Q1: 2,037 shares 2,037 $669K 0.03% -2,529 Timeline PPA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,822 shares; 2025Q3: 2,253 shares; 2025Q4: 5,341 shares; 2026Q1: 3,985 shares 3,985 $660K 0.03% -1,356 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,540 shares; 2025Q2: 5,876 shares; 2025Q3: 8,336 shares; 2025Q4: 10,680 shares; 2026Q1: 9,022 shares 9,022 $657K 0.02% -1,658 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: not loaded; 2024Q4: not reported; 2025Q1: 1,788 shares; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 16,292 shares; 2026Q1: 3,069 shares 3,069 $656K 0.02% -13,223 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,269 shares; 2025Q1: 282,071 shares; 2025Q2: 102,135 shares; 2025Q3: 67,217 shares; 2025Q4: 72,611 shares; 2026Q1: 34,515 shares 34,515 $656K 0.02% -38,096 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,216 shares; 2025Q2: 4,447 shares; 2025Q3: 6,236 shares; 2025Q4: 36,930 shares; 2026Q1: 7,886 shares 7,886 $653K 0.02% -29,044 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,227 shares; 2025Q3: 5,159 shares; 2025Q4: 14,222 shares; 2026Q1: 12,365 shares 12,365 $652K 0.02% -1,857 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,148 shares 19,148 $651K 0.02% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,920 shares; 2025Q1: 5,968 shares; 2025Q2: 5,941 shares; 2025Q3: 5,770 shares; 2025Q4: 6,310 shares; 2026Q1: 6,684 shares 6,684 $646K 0.02% +374 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,394 shares; 2025Q2: 3,838 shares; 2025Q3: 5,050 shares; 2025Q4: 4,948 shares; 2026Q1: 4,913 shares 4,913 $644K 0.02% -35 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287 shares; 2025Q1: 2,386 shares; 2025Q2: 12,259 shares; 2025Q3: 14,007 shares; 2025Q4: 4,718 shares; 2026Q1: 3,335 shares 3,335 $640K 0.02% -1,383 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,382 shares; 2026Q1: 15,477 shares 15,477 $640K 0.02% +95 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,006 shares; 2025Q2: 17,003 shares; 2025Q3: 17,762 shares; 2025Q4: 17,866 shares; 2026Q1: 17,762 shares 17,762 $638K 0.02% -104 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,117 shares 21,117 $638K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,272 shares; 2025Q4: 11,846 shares; 2026Q1: 18,784 shares 18,784 $638K 0.02% +6,938 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 6,729 shares 6,729 $630K 0.02% +46 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435,025 shares; 2026Q1: 465,025 shares 465,025 $630K 0.02% +30,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,317 shares; 2025Q2: 4,069 shares; 2025Q3: 5,809 shares; 2025Q4: 6,987 shares; 2026Q1: 7,263 shares 7,263 $629K 0.02% +276 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,674 shares; 2025Q2: 6,106 shares; 2025Q3: 8,030 shares; 2025Q4: 10,855 shares; 2026Q1: 11,499 shares 11,499 $622K 0.02% +644 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,444 shares; 2026Q1: 23,702 shares 23,702 $621K 0.02% +8,258 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: not loaded; 2024Q4: 7,930 shares; 2025Q1: 9,357 shares; 2025Q2: 9,357 shares; 2025Q3: 9,357 shares; 2025Q4: 10,077 shares; 2026Q1: 9,507 shares 9,507 $619K 0.02% -570 Timeline FAUG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,328 shares; 2026Q1: 11,928 shares 11,928 $618K 0.02% -7,400 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,647 shares; 2026Q1: 13,718 shares 13,718 $616K 0.02% -13,929 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: not loaded; 2024Q4: not reported; 2025Q1: 12,863 shares; 2025Q2: not reported; 2025Q3: 9,681 shares; 2025Q4: 4,260 shares; 2026Q1: 5,413 shares 5,413 $614K 0.02% +1,153 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,049 shares 10,049 $613K 0.02% new Timeline IHI ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,487 shares 11,487 $613K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 1,989 shares; 2026Q1: 4,547 shares 4,547 $606K 0.02% +2,558 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,878 shares; 2026Q1: 1,852 shares 1,852 $594K 0.02% -26 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,941 shares; 2025Q2: not reported; 2025Q3: 55,149 shares; 2025Q4: 59,252 shares; 2026Q1: 59,072 shares 59,072 $592K 0.02% -180 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,449 shares; 2025Q2: 3,460 shares; 2025Q3: 3,651 shares; 2025Q4: 3,944 shares; 2026Q1: 4,056 shares 4,056 $591K 0.02% +112 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares 6,848 $581K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares; 2026Q1: 9,931 shares 9,931 $581K 0.02% +509 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,405 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,516 shares 41,516 $580K 0.02% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,746 shares; 2025Q1: 74,059 shares; 2025Q2: 95,129 shares; 2025Q3: 66,976 shares; 2025Q4: 68,496 shares; 2026Q1: 12,896 shares 12,896 $579K 0.02% -55,600 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,668 shares; 2025Q2: 4,782 shares; 2025Q3: 4,959 shares; 2025Q4: 5,078 shares; 2026Q1: 4,784 shares 4,784 $577K 0.02% -294 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: not loaded; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 651 shares; 2025Q3: 757 shares; 2025Q4: 1,025 shares; 2026Q1: 1,046 shares 1,046 $574K 0.02% +21 Timeline QDEC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,673 shares; 2026Q1: 18,201 shares 18,201 $573K 0.02% +1,528 Timeline GNOV 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 loaded; 2024Q4: not reported; 2025Q1: 6,304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,668 shares; 2026Q1: 14,668 shares 14,668 $571K 0.02% 0 Timeline FMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,530 shares; 2026Q1: 10,741 shares 10,741 $567K 0.02% -6,789 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 5,300 shares; 2026Q1: 5,345 shares 5,345 $567K 0.02% +45 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: 3,851 shares; 2025Q2: 2,507 shares; 2025Q3: 642 shares; 2025Q4: 624 shares; 2026Q1: 626 shares 626 $561K 0.02% +2 Timeline RSPU 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 loaded; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,961 shares; 2026Q1: 6,888 shares 6,888 $559K 0.02% +3,927 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 416 shares; 2025Q2: 5,141 shares; 2025Q3: 6,003 shares; 2025Q4: 6,468 shares; 2026Q1: 5,993 shares 5,993 $553K 0.02% -475 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 loaded; 2024Q4: not reported; 2025Q1: 13,881 shares; 2025Q2: not reported; 2025Q3: 20,454 shares; 2025Q4: 23,925 shares; 2026Q1: 26,081 shares 26,081 $547K 0.02% +2,156 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: not loaded; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,095 shares; 2026Q1: 3,919 shares 3,919 $546K 0.02% -176 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,291 shares; 2025Q1: 64,876 shares; 2025Q2: 32,063 shares; 2025Q3: 47,035 shares; 2025Q4: 43,483 shares; 2026Q1: 53,385 shares 53,385 $543K 0.02% +9,902 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,107 shares; 2025Q2: 3,423 shares; 2025Q3: 3,349 shares; 2025Q4: 3,379 shares; 2026Q1: 3,197 shares 3,197 $541K 0.02% -182 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,748 shares; 2025Q2: not reported; 2025Q3: 3,396 shares; 2025Q4: 9,260 shares; 2026Q1: 9,327 shares 9,327 $538K 0.02% +67 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: not loaded; 2024Q4: 1,159 shares; 2025Q1: 7,737 shares; 2025Q2: 3,252 shares; 2025Q3: 3,646 shares; 2025Q4: 3,220 shares; 2026Q1: 2,878 shares 2,878 $537K 0.02% -342 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 11,217 shares; 2025Q4: 12,696 shares; 2026Q1: 4,941 shares 4,941 $535K 0.02% -7,755 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: not loaded; 2024Q4: 5,650 shares; 2025Q1: 5,634 shares; 2025Q2: 5,542 shares; 2025Q3: 5,434 shares; 2025Q4: 5,448 shares; 2026Q1: 5,547 shares 5,547 $531K 0.02% +99 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 2,869 shares; 2026Q1: 2,766 shares 2,766 $524K 0.02% -103 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,469 shares; 2025Q1: 2,557 shares; 2025Q2: 1,910 shares; 2025Q3: 1,741 shares; 2025Q4: 11,397 shares; 2026Q1: 2,158 shares 2,158 $518K 0.02% -9,239 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: not loaded; 2024Q4: not reported; 2025Q1: 3,778 shares; 2025Q2: 2,786 shares; 2025Q3: 2,863 shares; 2025Q4: 3,091 shares; 2026Q1: 2,613 shares 2,613 $518K 0.02% -478 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: not loaded; 2024Q4: not reported; 2025Q1: 5,666 shares; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 5,754 shares; 2026Q1: 7,188 shares 7,188 $517K 0.02% +1,434 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares; 2026Q1: 5,726 shares 5,726 $516K 0.02% +27 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 11,778 shares 11,778 $516K 0.02% +224 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: not loaded; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: 3,183 shares; 2025Q3: 3,220 shares; 2025Q4: 5,986 shares; 2026Q1: 4,821 shares 4,821 $512K 0.02% -1,165 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,616 shares; 2026Q1: 11,172 shares 11,172 $512K 0.02% +556 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 823 shares; 2025Q3: 819 shares; 2025Q4: 2,019 shares; 2026Q1: 1,854 shares 1,854 $510K 0.02% -165 Timeline FLBL 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 loaded; 2024Q4: not reported; 2025Q1: 62,373 shares; 2025Q2: 18,039 shares; 2025Q3: 32,946 shares; 2025Q4: 31,475 shares; 2026Q1: 21,993 shares 21,993 $506K 0.02% -9,482 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,376 shares; 2026Q1: 17,106 shares 17,106 $506K 0.02% +730 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,818 shares; 2026Q1: 8,563 shares 8,563 $506K 0.02% -255 Timeline TEQI 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 loaded; 2024Q4: 34,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,173 shares; 2026Q1: 11,190 shares 11,190 $504K 0.02% +1,017 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,503 shares; 2025Q2: 4,042 shares; 2025Q3: 4,914 shares; 2025Q4: 4,442 shares; 2026Q1: 4,461 shares 4,461 $501K 0.02% +19 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,447 shares; 2025Q2: 2,490 shares; 2025Q3: 2,214 shares; 2025Q4: 5,046 shares; 2026Q1: 5,647 shares 5,647 $501K 0.02% +601 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,101 shares; 2025Q3: 1,046 shares; 2025Q4: 1,976 shares; 2026Q1: 1,835 shares 1,835 $500K 0.02% -141 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,600 shares 15,600 $498K 0.02% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,082 shares; 2026Q1: 16,934 shares 16,934 $497K 0.02% +3,852 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,091 shares; 2026Q1: 4,500 shares 4,500 $497K 0.02% -591 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,401 shares; 2025Q4: 4,381 shares; 2026Q1: 9,990 shares 9,990 $495K 0.02% +5,609 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,781 shares; 2026Q1: 6,785 shares 6,785 $493K 0.02% +4 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,982 shares; 2025Q1: 14,749 shares; 2025Q2: 6,102 shares; 2025Q3: 5,920 shares; 2025Q4: 6,836 shares; 2026Q1: 6,705 shares 6,705 $490K 0.02% -131 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 112,040 shares; 2025Q2: 106,732 shares; 2025Q3: 50,343 shares; 2025Q4: 9,793 shares; 2026Q1: 10,526 shares 10,526 $487K 0.02% +733 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,360 shares; 2026Q1: 4,443 shares 4,443 $487K 0.02% +83 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 3,903 shares; 2026Q1: 4,714 shares 4,714 $486K 0.02% +811 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: not loaded; 2024Q4: not reported; 2025Q1: 8,699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,521 shares; 2026Q1: 6,515 shares 6,515 $485K 0.02% -6 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,197 shares; 2025Q2: 8,010 shares; 2025Q3: 8,112 shares; 2025Q4: 12,205 shares; 2026Q1: 11,962 shares 11,962 $484K 0.02% -243 Timeline DFAT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares; 2026Q1: 7,635 shares 7,635 $477K 0.02% +3,405 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,477 shares; 2025Q2: 6,940 shares; 2025Q3: 8,884 shares; 2025Q4: 15,766 shares; 2026Q1: 16,503 shares 16,503 $474K 0.02% +737 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,414 shares; 2025Q2: 5,399 shares; 2025Q3: 5,548 shares; 2025Q4: 5,837 shares; 2026Q1: 5,847 shares 5,847 $473K 0.02% +10 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,462 shares; 2025Q2: 5,505 shares; 2025Q3: 6,258 shares; 2025Q4: 6,620 shares; 2026Q1: 6,632 shares 6,632 $473K 0.02% +12 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,564 shares; 2025Q2: 7,820 shares; 2025Q3: 8,603 shares; 2025Q4: 8,518 shares; 2026Q1: 8,399 shares 8,399 $473K 0.02% -119 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,262 shares; 2026Q1: 9,762 shares 9,762 $469K 0.02% -1,500 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,908 shares; 2026Q1: 16,851 shares 16,851 $468K 0.02% -57 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 77,900 shares; 2025Q2: not reported; 2025Q3: 38,950 shares; 2025Q4: 38,950 shares; 2026Q1: 38,950 shares 38,950 $467K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 18,234 shares; 2025Q2: 18,675 shares; 2025Q3: 17,839 shares; 2025Q4: 15,824 shares; 2026Q1: 15,381 shares 15,381 $466K 0.02% -443 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: not loaded; 2024Q4: not reported; 2025Q1: 1,876 shares; 2025Q2: 986 shares; 2025Q3: 1,166 shares; 2025Q4: 1,707 shares; 2026Q1: 1,746 shares 1,746 $466K 0.02% +39 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,986 shares; 2026Q1: 2,249 shares 2,249 $465K 0.02% +263 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $462K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 314 shares 314 $462K 0.02% -21 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,195 shares; 2026Q1: 27,057 shares 27,057 $462K 0.02% -138 Timeline FOCT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,062 shares; 2026Q1: 9,685 shares 9,685 $462K 0.02% -5,377 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,933 shares; 2025Q2: not reported; 2025Q3: 2,839 shares; 2025Q4: 4,357 shares; 2026Q1: 4,965 shares 4,965 $462K 0.02% +608 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,226 shares; 2026Q1: 15,679 shares 15,679 $460K 0.02% -11,547 Timeline FPX 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 loaded; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 2,836 shares; 2025Q3: 5,564 shares; 2025Q4: 5,309 shares; 2026Q1: 2,893 shares 2,893 $459K 0.02% -2,416 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 8,279 shares; 2025Q3: 10,062 shares; 2025Q4: 10,436 shares; 2026Q1: 11,479 shares 11,479 $455K 0.02% +1,043 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,706 shares; 2025Q3: 8,541 shares; 2025Q4: 6,274 shares; 2026Q1: 6,403 shares 6,403 $454K 0.02% +129 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 2,147 shares; 2025Q3: 2,124 shares; 2025Q4: 2,280 shares; 2026Q1: 2,175 shares 2,175 $453K 0.02% -105 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,970 shares; 2025Q2: 16,094 shares; 2025Q3: 37,128 shares; 2025Q4: 47,948 shares; 2026Q1: 39,135 shares 39,135 $452K 0.02% -8,813 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,407 shares; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,343 shares; 2026Q1: 1,545 shares 1,545 $451K 0.02% +202 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 5,663 shares 5,663 $449K 0.02% -99 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,108 shares; 2025Q2: 33,454 shares; 2025Q3: 16,556 shares; 2025Q4: 11,402 shares; 2026Q1: 9,591 shares 9,591 $448K 0.02% -1,811 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: not loaded; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 333 shares; 2025Q3: 366 shares; 2025Q4: 3,520 shares; 2026Q1: 4,277 shares 4,277 $447K 0.02% +757 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 3,202 shares; 2026Q1: 4,821 shares 4,821 $445K 0.02% +1,619 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: not loaded; 2024Q4: 8,347 shares; 2025Q1: 8,479 shares; 2025Q2: 8,567 shares; 2025Q3: 8,347 shares; 2025Q4: 9,507 shares; 2026Q1: 8,435 shares 8,435 $445K 0.02% -1,072 Timeline PMMF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 4,400 shares 4,400 $442K 0.02% +700 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,868 shares; 2026Q1: 10,848 shares 10,848 $442K 0.02% -20 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,140 shares; 2026Q1: 16,367 shares 16,367 $442K 0.02% +227 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: not loaded; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: 952 shares 952 $439K 0.02% -32 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares 5,221 $437K 0.02% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,492 shares; 2025Q2: 15,208 shares; 2025Q3: 15,217 shares; 2025Q4: 15,154 shares; 2026Q1: 15,340 shares 15,340 $433K 0.02% +186 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,886 shares 8,886 $433K 0.02% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,694 shares; 2026Q1: 8,694 shares 8,694 $432K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares; 2026Q1: 1,517 shares 1,517 $430K 0.02% -156 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,180 shares 9,180 $427K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,833 shares; 2025Q2: 6,006 shares; 2025Q3: 6,147 shares; 2025Q4: 5,870 shares; 2026Q1: 5,918 shares 5,918 $425K 0.02% +48 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,850 shares; 2026Q1: 12,279 shares 12,279 $423K 0.02% -23,571 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,708 shares; 2026Q1: 11,250 shares 11,250 $421K 0.02% -458 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 2,258 shares; 2025Q3: 2,880 shares; 2025Q4: 3,605 shares; 2026Q1: 3,634 shares 3,634 $421K 0.02% +29 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,160 shares; 2025Q2: 2,877 shares; 2025Q3: 3,043 shares; 2025Q4: 3,760 shares; 2026Q1: 3,825 shares 3,825 $420K 0.02% +65 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,364 shares; 2026Q1: 10,364 shares 10,364 $418K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,683 shares; 2026Q1: 5,704 shares 5,704 $417K 0.02% +21 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,784 shares; 2025Q2: 7,846 shares; 2025Q3: 9,434 shares; 2025Q4: 10,082 shares; 2026Q1: 3,181 shares 3,181 $417K 0.02% -6,901 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,559 shares; 2025Q2: 2,945 shares; 2025Q3: 4,874 shares; 2025Q4: 4,545 shares; 2026Q1: 4,067 shares 4,067 $415K 0.02% -478 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,640 shares; 2025Q4: 14,022 shares; 2026Q1: 24,763 shares 24,763 $415K 0.02% +10,741 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,321 shares 6,321 $415K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,961 shares; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 6,387 shares; 2026Q1: 2,454 shares 2,454 $415K 0.02% -3,933 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,146 shares; 2025Q2: 10,484 shares; 2025Q3: 10,152 shares; 2025Q4: 9,784 shares; 2026Q1: 7,255 shares 7,255 $413K 0.02% -2,529 Timeline