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: 566,896 shares; 2024Q4: 561,961 shares; 2025Q1: 948,914 shares; 2025Q2: 1,226,637 shares; 2025Q3: 1,185,991 shares; 2025Q4: 1,099,418 shares; 2026Q1: 1,090,475 shares 1,090,475 $277M 9.35% -8,943 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: 446,461 shares; 2024Q4: 451,628 shares; 2025Q1: 780,172 shares; 2025Q2: 965,531 shares; 2025Q3: 960,365 shares; 2025Q4: 920,364 shares; 2026Q1: 908,104 shares 908,104 $158M 5.35% -12,260 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: 111,222 shares; 2024Q4: 113,935 shares; 2025Q1: 116,667 shares; 2025Q2: 194,757 shares; 2025Q3: 197,604 shares; 2025Q4: 181,038 shares; 2026Q1: 175,087 shares 175,087 $101M 3.41% -5,951 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: 195,606 shares; 2024Q4: 201,070 shares; 2025Q1: 350,911 shares; 2025Q2: 467,470 shares; 2025Q3: 460,897 shares; 2025Q4: 429,039 shares; 2026Q1: 420,363 shares 420,363 $87.5M 2.96% -8,676 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: 86,636 shares; 2024Q4: 89,346 shares; 2025Q1: 103,511 shares; 2025Q2: 127,750 shares; 2025Q3: 129,044 shares; 2025Q4: 124,844 shares; 2026Q1: 126,655 shares 126,655 $82.4M 2.78% +1,811 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: 149,869 shares; 2024Q4: 146,827 shares; 2025Q1: 343,260 shares; 2025Q2: 365,407 shares; 2025Q3: 361,321 shares; 2025Q4: 345,146 shares; 2026Q1: 343,478 shares 343,478 $58.3M 1.97% -1,668 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: 54,077 shares; 2024Q4: 53,292 shares; 2025Q1: 99,252 shares; 2025Q2: 122,008 shares; 2025Q3: 118,875 shares; 2025Q4: 113,622 shares; 2026Q1: 112,292 shares 112,292 $53.8M 1.82% -1,330 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: 506,436 shares; 2024Q4: 562,126 shares; 2025Q1: 524,080 shares; 2025Q2: 698,756 shares; 2025Q3: 703,482 shares; 2025Q4: 719,151 shares; 2026Q1: 736,631 shares 736,631 $51.7M 1.75% +17,480 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: 116,039 shares; 2024Q4: 119,980 shares; 2025Q1: 117,939 shares; 2025Q2: 196,072 shares; 2025Q3: 196,370 shares; 2025Q4: 181,891 shares; 2026Q1: 179,491 shares 179,491 $51.5M 1.74% -2,400 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: 71,233 shares; 2024Q4: 75,002 shares; 2025Q1: 105,906 shares; 2025Q2: 134,854 shares; 2025Q3: 147,746 shares; 2025Q4: 143,200 shares; 2026Q1: 133,219 shares 133,219 $38.3M 1.29% -9,981 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: 55,560 shares; 2024Q4: 57,740 shares; 2025Q1: 93,952 shares; 2025Q2: 120,483 shares; 2025Q3: 120,900 shares; 2025Q4: 117,768 shares; 2026Q1: 116,797 shares 116,797 $34.4M 1.16% -971 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: 99,108 shares; 2024Q4: 104,464 shares; 2025Q1: 68,614 shares; 2025Q2: 126,530 shares; 2025Q3: 121,546 shares; 2025Q4: 250,919 shares; 2026Q1: 253,774 shares 253,774 $33.7M 1.14% +2,855 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,940 shares; 2024Q4: 170,470 shares; 2025Q1: 466,620 shares; 2025Q2: 473,685 shares; 2025Q3: 514,904 shares; 2025Q4: 597,554 shares; 2026Q1: 654,069 shares 654,069 $32.9M 1.11% +56,515 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: 410,679 shares; 2024Q4: 434,282 shares; 2025Q1: 343,368 shares; 2025Q2: 522,454 shares; 2025Q3: 528,538 shares; 2025Q4: 506,956 shares; 2026Q1: 524,978 shares 524,978 $29.8M 1% +18,022 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: 30,784 shares; 2024Q4: 29,924 shares; 2025Q1: 63,040 shares; 2025Q2: 76,608 shares; 2025Q3: 75,772 shares; 2025Q4: 74,405 shares; 2026Q1: 78,529 shares 78,529 $29.2M 0.99% +4,124 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: 26,650 shares; 2024Q4: 27,322 shares; 2025Q1: 31,197 shares; 2025Q2: 49,941 shares; 2025Q3: 50,998 shares; 2025Q4: 49,341 shares; 2026Q1: 46,443 shares 46,443 $26.6M 0.9% -2,898 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: 27,075 shares; 2024Q4: 31,775 shares; 2025Q1: 30,202 shares; 2025Q2: 48,860 shares; 2025Q3: 52,622 shares; 2025Q4: 56,200 shares; 2026Q1: 58,492 shares 58,492 $25.2M 0.85% +2,292 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: 9,563 shares; 2024Q4: 11,314 shares; 2025Q1: 13,922 shares; 2025Q2: 25,823 shares; 2025Q3: 23,259 shares; 2025Q4: 22,572 shares; 2026Q1: 22,513 shares 22,513 $22.4M 0.76% -59 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: 26,350 shares; 2024Q4: 30,927 shares; 2025Q1: 14,599 shares; 2025Q2: 32,222 shares; 2025Q3: 46,074 shares; 2025Q4: 46,068 shares; 2026Q1: 47,282 shares 47,282 $21.9M 0.74% +1,214 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,869 shares; 2024Q4: 36,708 shares; 2025Q1: 46,902 shares; 2025Q2: 72,136 shares; 2025Q3: 76,055 shares; 2025Q4: 69,682 shares; 2026Q1: 68,016 shares 68,016 $21.1M 0.71% -1,666 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: 290,563 shares; 2024Q4: 295,410 shares; 2025Q1: 429,829 shares; 2025Q2: 494,467 shares; 2025Q3: 380,051 shares; 2025Q4: 349,122 shares; 2026Q1: 318,908 shares 318,908 $20M 0.67% -30,214 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: 12,456 shares; 2024Q4: 26,336 shares; 2025Q1: 26,008 shares; 2025Q2: 63,948 shares; 2025Q3: 85,885 shares; 2025Q4: 159,232 shares; 2026Q1: 212,357 shares 212,357 $19.5M 0.66% +53,125 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: 13,197 shares; 2024Q4: 13,160 shares; 2025Q1: 21,146 shares; 2025Q2: 25,362 shares; 2025Q3: 25,718 shares; 2025Q4: 26,942 shares; 2026Q1: 26,718 shares 26,718 $18.6M 0.63% -224 Timeline QQH 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: 136,569 shares; 2024Q4: 159,640 shares; 2025Q1: 185,289 shares; 2025Q2: 264,875 shares; 2025Q3: 273,925 shares; 2025Q4: 281,602 shares; 2026Q1: 266,467 shares 266,467 $18.6M 0.63% -15,135 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,591 shares; 2024Q4: 219,931 shares; 2025Q1: 203,878 shares; 2025Q2: 300,046 shares; 2025Q3: 331,086 shares; 2025Q4: 354,460 shares; 2026Q1: 359,233 shares 359,233 $18.2M 0.61% +4,773 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: 295,942 shares; 2024Q4: 289,538 shares; 2025Q1: 497,830 shares; 2025Q2: 607,679 shares; 2025Q3: 615,046 shares; 2025Q4: 612,881 shares; 2026Q1: 599,544 shares 599,544 $17.4M 0.59% -13,337 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: 30,387 shares; 2024Q4: 30,597 shares; 2025Q1: 127,440 shares; 2025Q2: 129,436 shares; 2025Q3: 128,212 shares; 2025Q4: 127,747 shares; 2026Q1: 131,232 shares 131,232 $17.3M 0.58% +3,485 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: 14,807 shares; 2024Q4: 15,938 shares; 2025Q1: 39,874 shares; 2025Q2: 40,088 shares; 2025Q3: 44,550 shares; 2025Q4: 49,814 shares; 2026Q1: 49,639 shares 49,639 $17M 0.57% -175 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: 211,388 shares; 2024Q4: 207,489 shares; 2025Q1: 323,773 shares; 2025Q2: 386,662 shares; 2025Q3: 386,045 shares; 2025Q4: 343,540 shares; 2026Q1: 329,816 shares 329,816 $16.6M 0.56% -13,724 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: 39,143 shares; 2024Q4: 39,317 shares; 2025Q1: 63,378 shares; 2025Q2: 88,667 shares; 2025Q3: 89,113 shares; 2025Q4: 75,500 shares; 2026Q1: 74,738 shares 74,738 $16.3M 0.55% -762 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,967 shares; 2024Q4: 449,470 shares; 2025Q1: 82,096 shares; 2025Q2: 1,047,067 shares; 2025Q3: 946,672 shares; 2025Q4: 809,887 shares; 2026Q1: 940,648 shares 940,648 $16.1M 0.54% +130,761 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: 25,504 shares; 2024Q4: 28,647 shares; 2025Q1: 51,786 shares; 2025Q2: 60,715 shares; 2025Q3: 64,401 shares; 2025Q4: 90,661 shares; 2026Q1: 95,064 shares 95,064 $15.8M 0.53% +4,403 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: 3,423 shares; 2024Q4: 4,667 shares; 2025Q1: 12,483 shares; 2025Q2: 12,969 shares; 2025Q3: 16,247 shares; 2025Q4: 17,594 shares; 2026Q1: 17,895 shares 17,895 $15.6M 0.53% +301 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: 87,934 shares; 2024Q4: 85,883 shares; 2025Q1: 80,791 shares; 2025Q2: 92,970 shares; 2025Q3: 93,808 shares; 2025Q4: 101,560 shares; 2026Q1: 103,561 shares 103,561 $15.2M 0.51% +2,001 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: 49,459 shares; 2024Q4: 50,350 shares; 2025Q1: 161,663 shares; 2025Q2: 166,571 shares; 2025Q3: 158,250 shares; 2025Q4: 150,043 shares; 2026Q1: 157,831 shares 157,831 $14.7M 0.5% +7,788 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: 142,401 shares; 2024Q4: 141,272 shares; 2025Q1: 115,689 shares; 2025Q2: 157,993 shares; 2025Q3: 159,829 shares; 2025Q4: 169,180 shares; 2026Q1: 178,711 shares 178,711 $14.7M 0.49% +9,531 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: 36,621 shares; 2024Q4: 38,447 shares; 2025Q1: 71,249 shares; 2025Q2: 81,164 shares; 2025Q3: 81,260 shares; 2025Q4: 74,490 shares; 2026Q1: 74,490 shares 74,490 $14.4M 0.49% 0 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: 59,119 shares; 2024Q4: 60,135 shares; 2025Q1: 73,957 shares; 2025Q2: 107,512 shares; 2025Q3: 114,605 shares; 2025Q4: 112,833 shares; 2026Q1: 95,977 shares 95,977 $14M 0.47% -16,856 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463,831 shares 463,831 $13.9M 0.47% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,530 shares; 2024Q4: 52,858 shares; 2025Q1: 15,190 shares; 2025Q2: 82,227 shares; 2025Q3: 87,962 shares; 2025Q4: 89,154 shares; 2026Q1: 86,143 shares 86,143 $13.9M 0.47% -3,011 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: 41,215 shares; 2024Q4: 41,667 shares; 2025Q1: 23,615 shares; 2025Q2: 34,701 shares; 2025Q3: 31,836 shares; 2025Q4: 32,641 shares; 2026Q1: 34,927 shares 34,927 $13.4M 0.45% +2,286 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: 25,833 shares; 2024Q4: 25,628 shares; 2025Q1: 30,383 shares; 2025Q2: 52,585 shares; 2025Q3: 48,529 shares; 2025Q4: 45,899 shares; 2026Q1: 43,923 shares 43,923 $13.3M 0.45% -1,976 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: 204,658 shares; 2024Q4: 177,456 shares; 2025Q1: 289,512 shares; 2025Q2: 297,205 shares; 2025Q3: 307,240 shares; 2025Q4: 321,990 shares; 2026Q1: 333,920 shares 333,920 $13.2M 0.44% +11,930 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: 64,818 shares; 2024Q4: 55,869 shares; 2025Q1: 65,318 shares; 2025Q2: 119,615 shares; 2025Q3: 126,187 shares; 2025Q4: 189,314 shares; 2026Q1: 212,866 shares 212,866 $13M 0.44% +23,552 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: 17,221 shares; 2024Q4: 10,331 shares; 2025Q1: 143,401 shares; 2025Q2: 209,745 shares; 2025Q3: 243,439 shares; 2025Q4: 253,998 shares; 2026Q1: 253,469 shares 253,469 $12.8M 0.43% -529 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: 7,366 shares; 2024Q4: 7,620 shares; 2025Q1: 10,470 shares; 2025Q2: 14,086 shares; 2025Q3: 13,343 shares; 2025Q4: 128,423 shares; 2026Q1: 128,577 shares 128,577 $12.4M 0.42% +154 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,379 shares; 2024Q4: 37,652 shares; 2025Q1: 158,944 shares; 2025Q2: 179,584 shares; 2025Q3: 179,897 shares; 2025Q4: 194,127 shares; 2026Q1: 186,528 shares 186,528 $12.3M 0.42% -7,599 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: 119,949 shares; 2024Q4: 139,056 shares; 2025Q1: 155,705 shares; 2025Q2: 197,513 shares; 2025Q3: 194,240 shares; 2025Q4: 222,628 shares; 2026Q1: 247,217 shares 247,217 $12.2M 0.41% +24,589 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: 60,716 shares; 2024Q4: 58,772 shares; 2025Q1: 93,400 shares; 2025Q2: 120,043 shares; 2025Q3: 119,729 shares; 2025Q4: 102,786 shares; 2026Q1: 101,517 shares 101,517 $12.2M 0.41% -1,269 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: 31,137 shares; 2024Q4: 36,886 shares; 2025Q1: 93,930 shares; 2025Q2: 88,318 shares; 2025Q3: 90,107 shares; 2025Q4: 92,571 shares; 2026Q1: 92,002 shares 92,002 $12M 0.41% -569 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: 198,444 shares; 2024Q4: 207,202 shares; 2025Q1: 235,599 shares; 2025Q2: 238,908 shares; 2025Q3: 239,866 shares; 2025Q4: 252,466 shares; 2026Q1: 236,196 shares 236,196 $12M 0.4% -16,270 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: 42,602 shares; 2024Q4: 42,668 shares; 2025Q1: 26,214 shares; 2025Q2: 39,084 shares; 2025Q3: 39,590 shares; 2025Q4: 39,607 shares; 2026Q1: 37,574 shares 37,574 $11.7M 0.4% -2,033 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: 31,796 shares; 2024Q4: 35,283 shares; 2025Q1: 44,852 shares; 2025Q2: 49,618 shares; 2025Q3: 49,537 shares; 2025Q4: 49,737 shares; 2026Q1: 55,234 shares 55,234 $11.2M 0.38% +5,497 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 23,365 shares; 2025Q1: 49,915 shares; 2025Q2: 53,083 shares; 2025Q3: 53,817 shares; 2025Q4: 54,821 shares; 2026Q1: 56,314 shares 56,314 $11.2M 0.38% +1,493 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: 21,960 shares; 2024Q4: 24,413 shares; 2025Q1: 76,231 shares; 2025Q2: 77,981 shares; 2025Q3: 77,563 shares; 2025Q4: 77,778 shares; 2026Q1: 76,827 shares 76,827 $11.1M 0.38% -951 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: 12,653 shares; 2024Q4: 11,604 shares; 2025Q1: 135,032 shares; 2025Q2: 150,813 shares; 2025Q3: 175,461 shares; 2025Q4: 214,822 shares; 2026Q1: 258,518 shares 258,518 $11M 0.37% +43,696 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: 7,166 shares; 2024Q4: 7,881 shares; 2025Q1: 9,861 shares; 2025Q2: 12,529 shares; 2025Q3: 12,074 shares; 2025Q4: 12,038 shares; 2026Q1: 12,516 shares 12,516 $10.6M 0.36% +478 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: 69,797 shares; 2024Q4: 70,721 shares; 2025Q1: 85,493 shares; 2025Q2: 87,090 shares; 2025Q3: 91,383 shares; 2025Q4: 105,998 shares; 2026Q1: 154,431 shares 154,431 $10.5M 0.36% +48,433 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: 107,603 shares; 2024Q4: 110,437 shares; 2025Q1: 239,391 shares; 2025Q2: 270,060 shares; 2025Q3: 274,201 shares; 2025Q4: 253,671 shares; 2026Q1: 215,760 shares 215,760 $10.5M 0.36% -37,911 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: 58,274 shares; 2024Q4: 61,231 shares; 2025Q1: 92,529 shares; 2025Q2: 113,716 shares; 2025Q3: 113,638 shares; 2025Q4: 113,316 shares; 2026Q1: 115,633 shares 115,633 $10.5M 0.35% +2,317 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,057 shares; 2024Q4: 100,063 shares; 2025Q1: 143,949 shares; 2025Q2: 148,426 shares; 2025Q3: 156,763 shares; 2025Q4: 166,905 shares; 2026Q1: 169,793 shares 169,793 $10.4M 0.35% +2,888 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: 115,868 shares; 2024Q4: 103,453 shares; 2025Q1: 58,915 shares; 2025Q2: 135,385 shares; 2025Q3: 137,849 shares; 2025Q4: 199,811 shares; 2026Q1: 219,279 shares 219,279 $10.1M 0.34% +19,468 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: 63,477 shares; 2024Q4: 55,593 shares; 2025Q1: 64,827 shares; 2025Q2: 86,537 shares; 2025Q3: 100,517 shares; 2025Q4: 152,753 shares; 2026Q1: 147,161 shares 147,161 $10M 0.34% -5,592 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,609 shares; 2024Q4: 46,081 shares; 2025Q1: 69,299 shares; 2025Q2: 137,519 shares; 2025Q3: 159,385 shares; 2025Q4: 165,583 shares; 2026Q1: 189,901 shares 189,901 $10M 0.34% +24,318 Timeline DJIA 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: 127,633 shares; 2024Q4: 128,377 shares; 2025Q1: not reported; 2025Q2: 569,186 shares; 2025Q3: 503,595 shares; 2025Q4: 463,108 shares; 2026Q1: 470,611 shares 470,611 $9.9M 0.33% +7,503 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: 84,944 shares; 2024Q4: 107,895 shares; 2025Q1: 173,937 shares; 2025Q2: 197,321 shares; 2025Q3: 205,694 shares; 2025Q4: 191,845 shares; 2026Q1: 188,003 shares 188,003 $9.86M 0.33% -3,842 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,705 shares; 2025Q1: not reported; 2025Q2: 209,129 shares; 2025Q3: 472,453 shares; 2025Q4: 717,853 shares; 2026Q1: 793,054 shares 793,054 $9.75M 0.33% +75,201 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: 101,507 shares; 2024Q4: 102,004 shares; 2025Q1: 83,789 shares; 2025Q2: 108,791 shares; 2025Q3: 102,529 shares; 2025Q4: 102,613 shares; 2026Q1: 103,366 shares 103,366 $9.59M 0.32% +753 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,073 shares; 2024Q4: 85,261 shares; 2025Q1: 90,874 shares; 2025Q2: 173,445 shares; 2025Q3: 183,781 shares; 2025Q4: 190,296 shares; 2026Q1: 196,610 shares 196,610 $9.45M 0.32% +6,314 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: 3,351 shares; 2024Q4: 3,708 shares; 2025Q1: 6,643 shares; 2025Q2: 22,102 shares; 2025Q3: 21,610 shares; 2025Q4: 19,983 shares; 2026Q1: 19,189 shares 19,189 $8.85M 0.3% -794 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: 32,022 shares; 2024Q4: 31,080 shares; 2025Q1: 38,987 shares; 2025Q2: 44,183 shares; 2025Q3: 48,573 shares; 2025Q4: 45,412 shares; 2026Q1: 45,542 shares 45,542 $8.74M 0.29% +130 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: 12,298 shares; 2024Q4: 12,464 shares; 2025Q1: 31,542 shares; 2025Q2: 33,368 shares; 2025Q3: 34,960 shares; 2025Q4: 36,578 shares; 2026Q1: 35,670 shares 35,670 $8.2M 0.28% -908 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: 63,317 shares; 2024Q4: 70,131 shares; 2025Q1: 73,038 shares; 2025Q2: 83,802 shares; 2025Q3: 87,910 shares; 2025Q4: 98,477 shares; 2026Q1: 98,693 shares 98,693 $8.17M 0.28% +216 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: 4,385 shares; 2024Q4: 4,161 shares; 2025Q1: 9,806 shares; 2025Q2: 11,805 shares; 2025Q3: 12,939 shares; 2025Q4: 14,625 shares; 2026Q1: 14,264 shares 14,264 $7.83M 0.26% -361 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: 38,156 shares; 2024Q4: 38,869 shares; 2025Q1: 42,664 shares; 2025Q2: 68,174 shares; 2025Q3: 68,653 shares; 2025Q4: 68,256 shares; 2026Q1: 53,036 shares 53,036 $7.8M 0.26% -15,220 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: 53,162 shares; 2024Q4: 53,349 shares; 2025Q1: 71,234 shares; 2025Q2: 6,389 shares; 2025Q3: 86,102 shares; 2025Q4: 76,104 shares; 2026Q1: 76,802 shares 76,802 $7.73M 0.26% +698 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: 48,068 shares; 2024Q4: 48,246 shares; 2025Q1: 33,739 shares; 2025Q2: 55,952 shares; 2025Q3: 55,659 shares; 2025Q4: 36,810 shares; 2026Q1: 39,816 shares 39,816 $7.64M 0.26% +3,006 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: 63,576 shares; 2024Q4: 62,716 shares; 2025Q1: 71,079 shares; 2025Q2: 80,397 shares; 2025Q3: 80,223 shares; 2025Q4: 73,941 shares; 2026Q1: 71,367 shares 71,367 $7.57M 0.26% -2,574 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,815 shares; 2024Q4: 22,710 shares; 2025Q1: 50,844 shares; 2025Q2: 77,009 shares; 2025Q3: 74,569 shares; 2025Q4: 64,944 shares; 2026Q1: 65,622 shares 65,622 $7.55M 0.25% +678 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,270 shares; 2024Q4: 766,719 shares; 2025Q1: 191,133 shares; 2025Q2: 1,046,654 shares; 2025Q3: 1,115,799 shares; 2025Q4: 1,129,972 shares; 2026Q1: 728,901 shares 728,901 $7.51M 0.25% -401,071 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: 12,739 shares; 2024Q4: 13,230 shares; 2025Q1: 24,082 shares; 2025Q2: 26,708 shares; 2025Q3: 26,894 shares; 2025Q4: 24,888 shares; 2026Q1: 24,467 shares 24,467 $7.4M 0.25% -421 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,591 shares; 2024Q4: 16,274 shares; 2025Q1: 12,159 shares; 2025Q2: 29,926 shares; 2025Q3: 31,705 shares; 2025Q4: 33,937 shares; 2026Q1: 30,790 shares 30,790 $7.32M 0.25% -3,147 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: 99,343 shares; 2024Q4: 123,676 shares; 2025Q1: 90,945 shares; 2025Q2: 142,883 shares; 2025Q3: 149,722 shares; 2025Q4: 151,547 shares; 2026Q1: 145,041 shares 145,041 $7.16M 0.24% -6,506 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: 3,466 shares; 2024Q4: 4,260 shares; 2025Q1: 5,304 shares; 2025Q2: 17,569 shares; 2025Q3: 21,755 shares; 2025Q4: 24,479 shares; 2026Q1: 25,229 shares 25,229 $7.16M 0.24% +750 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,174 shares; 2024Q4: 152,172 shares; 2025Q1: 5,284 shares; 2025Q2: 185,702 shares; 2025Q3: 174,440 shares; 2025Q4: 175,450 shares; 2026Q1: 181,330 shares 181,330 $7.1M 0.24% +5,880 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: 17,248 shares; 2024Q4: 17,134 shares; 2025Q1: 26,373 shares; 2025Q2: 30,769 shares; 2025Q3: 30,143 shares; 2025Q4: 30,368 shares; 2026Q1: 30,430 shares 30,430 $6.83M 0.23% +62 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: 63,326 shares; 2024Q4: 63,113 shares; 2025Q1: 72,369 shares; 2025Q2: 112,183 shares; 2025Q3: 114,395 shares; 2025Q4: 83,451 shares; 2026Q1: 85,181 shares 85,181 $6.61M 0.22% +1,730 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: 62,111 shares; 2024Q4: 57,555 shares; 2025Q1: 45,515 shares; 2025Q2: 66,575 shares; 2025Q3: 78,043 shares; 2025Q4: 73,730 shares; 2026Q1: 71,914 shares 71,914 $6.6M 0.22% -1,816 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,051 shares; 2024Q4: 270,416 shares; 2025Q1: not reported; 2025Q2: 252,442 shares; 2025Q3: 275,440 shares; 2025Q4: 276,165 shares; 2026Q1: 280,211 shares 280,211 $6.52M 0.22% +4,046 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: 8,137 shares; 2024Q4: 7,684 shares; 2025Q1: 23,887 shares; 2025Q2: 26,358 shares; 2025Q3: 24,706 shares; 2025Q4: 23,737 shares; 2026Q1: 23,868 shares 23,868 $6.5M 0.22% +131 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,548 shares; 2024Q4: 55,248 shares; 2025Q1: 112,799 shares; 2025Q2: 134,567 shares; 2025Q3: 136,951 shares; 2025Q4: 276,698 shares; 2026Q1: 265,800 shares 265,800 $6.48M 0.22% -10,898 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: 25,979 shares; 2024Q4: 27,455 shares; 2025Q1: 15,211 shares; 2025Q2: 29,560 shares; 2025Q3: 30,302 shares; 2025Q4: 59,136 shares; 2026Q1: 58,166 shares 58,166 $6.34M 0.21% -970 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: 112,641 shares; 2024Q4: 119,914 shares; 2025Q1: 132,066 shares; 2025Q2: 134,184 shares; 2025Q3: 134,818 shares; 2025Q4: 131,957 shares; 2026Q1: 127,181 shares 127,181 $6.15M 0.21% -4,776 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: 74,222 shares; 2024Q4: 78,517 shares; 2025Q1: 82,969 shares; 2025Q2: 83,696 shares; 2025Q3: 96,822 shares; 2025Q4: 101,451 shares; 2026Q1: 97,806 shares 97,806 $6.13M 0.21% -3,645 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: 42,525 shares; 2024Q4: 50,451 shares; 2025Q1: 31,962 shares; 2025Q2: 68,250 shares; 2025Q3: 71,065 shares; 2025Q4: 69,400 shares; 2026Q1: 62,519 shares 62,519 $6.12M 0.21% -6,881 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,755 shares; 2024Q4: 66,533 shares; 2025Q1: 193,445 shares; 2025Q2: 205,290 shares; 2025Q3: 203,227 shares; 2025Q4: 173,165 shares; 2026Q1: 161,339 shares 161,339 $6.04M 0.2% -11,826 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: 114,844 shares; 2024Q4: 106,249 shares; 2025Q1: 68,890 shares; 2025Q2: 79,390 shares; 2025Q3: 93,245 shares; 2025Q4: 100,044 shares; 2026Q1: 104,560 shares 104,560 $5.92M 0.2% +4,516 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: 15,774 shares; 2024Q4: 16,251 shares; 2025Q1: 11,556 shares; 2025Q2: 24,003 shares; 2025Q3: 23,196 shares; 2025Q4: 16,789 shares; 2026Q1: 16,661 shares 16,661 $5.86M 0.2% -128 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: 13,691 shares; 2024Q4: 15,002 shares; 2025Q1: 93,448 shares; 2025Q2: 105,545 shares; 2025Q3: 123,315 shares; 2025Q4: 137,030 shares; 2026Q1: 144,200 shares 144,200 $5.8M 0.2% +7,170 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: 43,668 shares; 2024Q4: 59,795 shares; 2025Q1: 19,240 shares; 2025Q2: 68,914 shares; 2025Q3: 69,274 shares; 2025Q4: 74,800 shares; 2026Q1: 74,730 shares 74,730 $5.72M 0.19% -70 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: 6,144 shares; 2024Q4: 6,592 shares; 2025Q1: 9,852 shares; 2025Q2: 11,813 shares; 2025Q3: 12,220 shares; 2025Q4: 11,406 shares; 2026Q1: 11,338 shares 11,338 $5.67M 0.19% -68 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 22,783 shares; 2025Q1: 84,925 shares; 2025Q2: 99,808 shares; 2025Q3: 102,920 shares; 2025Q4: 108,516 shares; 2026Q1: 106,862 shares 106,862 $5.66M 0.19% -1,654 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: 88,780 shares; 2024Q4: 85,045 shares; 2025Q1: 67,969 shares; 2025Q2: 94,328 shares; 2025Q3: 84,450 shares; 2025Q4: 84,240 shares; 2026Q1: 77,018 shares 77,018 $5.63M 0.19% -7,222 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: 9,448 shares; 2024Q4: 9,489 shares; 2025Q1: 17,096 shares; 2025Q2: 18,894 shares; 2025Q3: 22,191 shares; 2025Q4: 22,200 shares; 2026Q1: 23,081 shares 23,081 $5.54M 0.19% +881 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: 11,450 shares; 2024Q4: 12,001 shares; 2025Q1: 13,821 shares; 2025Q2: 19,644 shares; 2025Q3: 20,880 shares; 2025Q4: 20,324 shares; 2026Q1: 20,318 shares 20,318 $5.5M 0.19% -6 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,546 shares; 2024Q4: 107,812 shares; 2025Q1: 43,816 shares; 2025Q2: 126,239 shares; 2025Q3: 124,975 shares; 2025Q4: 121,519 shares; 2026Q1: 117,504 shares 117,504 $5.43M 0.18% -4,015 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: 53,345 shares; 2024Q4: 51,949 shares; 2025Q1: 37,085 shares; 2025Q2: 68,194 shares; 2025Q3: 81,253 shares; 2025Q4: 78,731 shares; 2026Q1: 77,450 shares 77,450 $5.4M 0.18% -1,281 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: 42,557 shares; 2024Q4: 46,121 shares; 2025Q1: 66,448 shares; 2025Q2: 87,061 shares; 2025Q3: 85,327 shares; 2025Q4: 94,403 shares; 2026Q1: 97,081 shares 97,081 $5.39M 0.18% +2,678 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,831 shares; 2024Q4: 26,018 shares; 2025Q1: 29,358 shares; 2025Q2: 29,869 shares; 2025Q3: 27,727 shares; 2025Q4: 24,015 shares; 2026Q1: 23,735 shares 23,735 $5.35M 0.18% -280 Timeline VLU 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: 17,485 shares; 2024Q4: 17,684 shares; 2025Q1: 21,340 shares; 2025Q2: 21,096 shares; 2025Q3: 23,037 shares; 2025Q4: 23,485 shares; 2026Q1: 24,770 shares 24,770 $5.32M 0.18% +1,285 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,299 shares; 2024Q4: 108,583 shares; 2025Q1: 60,620 shares; 2025Q2: 59,878 shares; 2025Q3: 60,192 shares; 2025Q4: 60,573 shares; 2026Q1: 60,202 shares 60,202 $5.29M 0.18% -371 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,553 shares; 2025Q2: 13,166 shares; 2025Q3: 32,034 shares; 2025Q4: 33,578 shares; 2026Q1: 46,998 shares 46,998 $5.28M 0.18% +13,420 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: 9,450 shares; 2024Q4: 9,778 shares; 2025Q1: 18,617 shares; 2025Q2: 25,441 shares; 2025Q3: 46,540 shares; 2025Q4: 40,681 shares; 2026Q1: 60,376 shares 60,376 $5.23M 0.18% +19,695 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: 7,582 shares; 2024Q4: 6,685 shares; 2025Q1: 9,524 shares; 2025Q2: 11,196 shares; 2025Q3: 12,039 shares; 2025Q4: 12,516 shares; 2026Q1: 13,103 shares 13,103 $5.12M 0.17% +587 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,885 shares; 2025Q1: 35,556 shares; 2025Q2: 40,639 shares; 2025Q3: 41,671 shares; 2025Q4: 38,606 shares; 2026Q1: 38,581 shares 38,581 $5.06M 0.17% -25 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,315 shares; 2025Q3: 52,562 shares; 2025Q4: 64,777 shares; 2026Q1: 65,932 shares 65,932 $5.03M 0.17% +1,155 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: 26,514 shares; 2024Q4: 30,511 shares; 2025Q1: 49,400 shares; 2025Q2: 59,284 shares; 2025Q3: 68,278 shares; 2025Q4: 72,664 shares; 2026Q1: 83,530 shares 83,530 $4.99M 0.17% +10,866 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,495 shares; 2024Q4: 32,447 shares; 2025Q1: 103,722 shares; 2025Q2: 108,647 shares; 2025Q3: 107,756 shares; 2025Q4: 109,486 shares; 2026Q1: 106,117 shares 106,117 $4.99M 0.17% -3,369 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,406 shares; 2025Q1: not reported; 2025Q2: 187,694 shares; 2025Q3: 220,044 shares; 2025Q4: 212,637 shares; 2026Q1: 222,613 shares 222,613 $4.93M 0.17% +9,976 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: 3,810 shares; 2024Q4: 3,222 shares; 2025Q1: 18,543 shares; 2025Q2: 20,322 shares; 2025Q3: 21,736 shares; 2025Q4: 19,250 shares; 2026Q1: 17,552 shares 17,552 $4.9M 0.17% -1,698 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: 51,072 shares; 2024Q4: 50,614 shares; 2025Q1: 29,155 shares; 2025Q2: 63,226 shares; 2025Q3: 61,951 shares; 2025Q4: 33,731 shares; 2026Q1: 33,507 shares 33,507 $4.89M 0.17% -224 Timeline FELV 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: 88,517 shares; 2024Q4: 94,631 shares; 2025Q1: 109,994 shares; 2025Q2: 107,524 shares; 2025Q3: 149,907 shares; 2025Q4: 141,318 shares; 2026Q1: 138,046 shares 138,046 $4.82M 0.16% -3,272 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 12,541 shares; 2025Q1: 46,003 shares; 2025Q2: 47,411 shares; 2025Q3: 48,219 shares; 2025Q4: 49,222 shares; 2026Q1: 49,776 shares 49,776 $4.81M 0.16% +554 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: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,988 shares; 2025Q2: 53,565 shares; 2025Q3: 45,583 shares; 2025Q4: 40,746 shares; 2026Q1: 43,001 shares 43,001 $4.76M 0.16% +2,255 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: 23,937 shares; 2024Q4: 23,423 shares; 2025Q1: 35,669 shares; 2025Q2: 43,528 shares; 2025Q3: 43,909 shares; 2025Q4: 46,635 shares; 2026Q1: 46,080 shares 46,080 $4.73M 0.16% -555 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: 107,749 shares; 2024Q4: 171,848 shares; 2025Q1: 253,140 shares; 2025Q2: 403,121 shares; 2025Q3: 486,779 shares; 2025Q4: 466,052 shares; 2026Q1: 465,812 shares 465,812 $4.67M 0.16% -240 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 839 shares; 2025Q1: 3,524 shares; 2025Q2: 3,760 shares; 2025Q3: 5,089 shares; 2025Q4: 5,209 shares; 2026Q1: 5,258 shares 5,258 $4.55M 0.15% +49 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: not reported; 2026Q1: 7,125 shares 7,125 $4.53M 0.15% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,625 shares; 2025Q1: 6,698 shares; 2025Q2: 27,719 shares; 2025Q3: 61,480 shares; 2025Q4: 72,527 shares; 2026Q1: 91,134 shares 91,134 $4.5M 0.15% +18,607 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,121 shares; 2024Q4: 46,263 shares; 2025Q1: 43,964 shares; 2025Q2: 86,315 shares; 2025Q3: 89,190 shares; 2025Q4: 94,277 shares; 2026Q1: 95,555 shares 95,555 $4.49M 0.15% +1,278 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,363 shares; 2025Q2: 13,727 shares; 2025Q3: 60,731 shares; 2025Q4: 78,122 shares; 2026Q1: 76,519 shares 76,519 $4.45M 0.15% -1,603 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: 37,066 shares; 2024Q4: 37,492 shares; 2025Q1: 45,400 shares; 2025Q2: 47,384 shares; 2025Q3: 48,032 shares; 2025Q4: 48,419 shares; 2026Q1: 47,536 shares 47,536 $4.41M 0.15% -883 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: 21,779 shares; 2024Q4: 19,677 shares; 2025Q1: 41,602 shares; 2025Q2: 46,473 shares; 2025Q3: 39,479 shares; 2025Q4: 35,888 shares; 2026Q1: 36,009 shares 36,009 $4.27M 0.14% +121 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,907 shares; 2026Q1: 172,348 shares 172,348 $4.26M 0.14% +143,441 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: 88,844 shares; 2024Q4: 108,098 shares; 2025Q1: 4,645 shares; 2025Q2: 103,069 shares; 2025Q3: 114,251 shares; 2025Q4: 112,157 shares; 2026Q1: 81,864 shares 81,864 $4.25M 0.14% -30,293 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,531 shares; 2025Q1: 5,482 shares; 2025Q2: 7,346 shares; 2025Q3: 7,247 shares; 2025Q4: 7,293 shares; 2026Q1: 6,890 shares 6,890 $4.25M 0.14% -403 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,967 shares; 2024Q4: 33,763 shares; 2025Q1: 23,057 shares; 2025Q2: 37,354 shares; 2025Q3: 38,004 shares; 2025Q4: 25,121 shares; 2026Q1: 45,351 shares 45,351 $4.25M 0.14% +20,230 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: 83,824 shares; 2024Q4: 88,639 shares; 2025Q1: 218,978 shares; 2025Q2: 237,844 shares; 2025Q3: 233,528 shares; 2025Q4: 226,841 shares; 2026Q1: 216,142 shares 216,142 $4.17M 0.14% -10,699 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,014 shares; 2024Q4: 46,107 shares; 2025Q1: 88,043 shares; 2025Q2: 118,014 shares; 2025Q3: 141,247 shares; 2025Q4: 157,747 shares; 2026Q1: 160,282 shares 160,282 $4.1M 0.14% +2,535 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: 6,162 shares; 2024Q4: 6,848 shares; 2025Q1: 15,762 shares; 2025Q2: 22,822 shares; 2025Q3: 20,597 shares; 2025Q4: 20,937 shares; 2026Q1: 11,373 shares 11,373 $4.07M 0.14% -9,564 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: 6,430 shares; 2024Q4: 6,013 shares; 2025Q1: 7,024 shares; 2025Q2: 12,858 shares; 2025Q3: 14,584 shares; 2025Q4: 20,477 shares; 2026Q1: 35,591 shares 35,591 $3.99M 0.13% +15,114 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: 27,405 shares; 2024Q4: 27,326 shares; 2025Q1: 26,874 shares; 2025Q2: 33,467 shares; 2025Q3: 30,793 shares; 2025Q4: 29,198 shares; 2026Q1: 29,228 shares 29,228 $3.97M 0.13% +30 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: 5,080 shares; 2024Q4: 5,100 shares; 2025Q1: 18,688 shares; 2025Q2: 19,654 shares; 2025Q3: 19,833 shares; 2025Q4: 19,543 shares; 2026Q1: 19,876 shares 19,876 $3.94M 0.13% +333 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,938 shares; 2025Q1: 70,258 shares; 2025Q2: 64,881 shares; 2025Q3: 63,035 shares; 2025Q4: 61,326 shares; 2026Q1: 60,483 shares 60,483 $3.93M 0.13% -843 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 4,836 shares; 2025Q1: 29,267 shares; 2025Q2: 45,766 shares; 2025Q3: 47,569 shares; 2025Q4: 45,670 shares; 2026Q1: 35,066 shares 35,066 $3.87M 0.13% -10,604 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,890 shares; 2024Q4: 46,683 shares; 2025Q1: 52,785 shares; 2025Q2: 54,463 shares; 2025Q3: 49,216 shares; 2025Q4: 51,130 shares; 2026Q1: 51,272 shares 51,272 $3.86M 0.13% +142 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: 8,921 shares; 2025Q4: 5,747 shares; 2026Q1: 9,772 shares 9,772 $3.83M 0.13% +4,025 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: 8,952 shares; 2024Q4: 8,858 shares; 2025Q1: 23,289 shares; 2025Q2: 25,805 shares; 2025Q3: 27,119 shares; 2025Q4: 25,904 shares; 2026Q1: 25,583 shares 25,583 $3.72M 0.13% -321 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: 17,769 shares; 2024Q4: 27,746 shares; 2025Q1: 5,713 shares; 2025Q2: 15,353 shares; 2025Q3: 58,808 shares; 2025Q4: 68,486 shares; 2026Q1: 79,213 shares 79,213 $3.7M 0.12% +10,727 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: 64,303 shares; 2024Q4: 63,976 shares; 2025Q1: 67,443 shares; 2025Q2: 66,547 shares; 2025Q3: 66,681 shares; 2025Q4: 67,776 shares; 2026Q1: 77,243 shares 77,243 $3.63M 0.12% +9,467 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,145 shares; 2025Q2: 32,145 shares; 2025Q3: 32,145 shares; 2025Q4: 32,627 shares; 2026Q1: 32,627 shares 32,627 $3.63M 0.12% 0 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: 23,503 shares; 2024Q4: 32,593 shares; 2025Q1: 97,134 shares; 2025Q2: 109,004 shares; 2025Q3: 109,899 shares; 2025Q4: 108,062 shares; 2026Q1: 107,270 shares 107,270 $3.6M 0.12% -792 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,562 shares; 2025Q4: 36,576 shares; 2026Q1: 40,584 shares 40,584 $3.57M 0.12% +4,008 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: 32,651 shares; 2024Q4: 32,605 shares; 2025Q1: 34,371 shares; 2025Q2: 54,208 shares; 2025Q3: 56,790 shares; 2025Q4: 54,458 shares; 2026Q1: 49,392 shares 49,392 $3.55M 0.12% -5,066 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 reported; 2024Q4: not reported; 2025Q1: 37,496 shares; 2025Q2: 40,571 shares; 2025Q3: 45,017 shares; 2025Q4: 50,124 shares; 2026Q1: 49,327 shares 49,327 $3.54M 0.12% -797 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 6,096 shares; 2025Q1: 11,332 shares; 2025Q2: 14,277 shares; 2025Q3: 16,344 shares; 2025Q4: 16,685 shares; 2026Q1: 14,050 shares 14,050 $3.52M 0.12% -2,635 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,519 shares; 2024Q4: 272,852 shares; 2025Q1: not reported; 2025Q2: 263,644 shares; 2025Q3: 275,300 shares; 2025Q4: 283,601 shares; 2026Q1: 243,330 shares 243,330 $3.51M 0.12% -40,271 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 13,319 shares; 2025Q1: not reported; 2025Q2: 13,580 shares; 2025Q3: 13,316 shares; 2025Q4: 12,820 shares; 2026Q1: 15,953 shares 15,953 $3.49M 0.12% +3,133 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,603 shares; 2025Q1: 30,481 shares; 2025Q2: 41,107 shares; 2025Q3: 40,821 shares; 2025Q4: 32,429 shares; 2026Q1: 27,978 shares 27,978 $3.44M 0.12% -4,451 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,840 shares; 2025Q3: 47,177 shares; 2025Q4: 180,366 shares; 2026Q1: 159,108 shares 159,108 $3.42M 0.12% -21,258 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 10,054 shares; 2025Q4: 19,086 shares; 2026Q1: 20,822 shares 20,822 $3.41M 0.12% +1,736 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: 124,022 shares; 2024Q4: 148,225 shares; 2025Q1: 113,374 shares; 2025Q2: 126,983 shares; 2025Q3: 96,967 shares; 2025Q4: 87,941 shares; 2026Q1: 74,515 shares 74,515 $3.34M 0.11% -13,426 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 85,778 shares; 2025Q1: not reported; 2025Q2: 164,187 shares; 2025Q3: 174,726 shares; 2025Q4: 187,632 shares; 2026Q1: 71,571 shares 71,571 $3.34M 0.11% -116,061 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,712 shares; 2025Q1: 39,804 shares; 2025Q2: 48,184 shares; 2025Q3: 66,462 shares; 2025Q4: 80,825 shares; 2026Q1: 86,570 shares 86,570 $3.33M 0.11% +5,745 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 5,870 shares; 2025Q1: 7,331 shares; 2025Q2: 11,999 shares; 2025Q3: 11,775 shares; 2025Q4: 8,061 shares; 2026Q1: 7,807 shares 7,807 $3.32M 0.11% -254 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,730 shares; 2025Q1: 1,699 shares; 2025Q2: 2,188 shares; 2025Q3: 2,444 shares; 2025Q4: 2,504 shares; 2026Q1: 2,476 shares 2,476 $3.27M 0.11% -28 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,051 shares; 2024Q4: 82,015 shares; 2025Q1: not reported; 2025Q2: 76,847 shares; 2025Q3: 129,924 shares; 2025Q4: 129,502 shares; 2026Q1: 145,186 shares 145,186 $3.18M 0.11% +15,684 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,031 shares; 2025Q3: 15,610 shares; 2025Q4: 37,364 shares; 2026Q1: 63,343 shares 63,343 $3.17M 0.11% +25,979 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,612 shares; 2024Q4: 42,131 shares; 2025Q1: 59,768 shares; 2025Q2: 69,385 shares; 2025Q3: 77,209 shares; 2025Q4: 84,318 shares; 2026Q1: 89,004 shares 89,004 $3.15M 0.11% +4,686 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: 1,731 shares; 2024Q4: 1,790 shares; 2025Q1: 7,883 shares; 2025Q2: 12,837 shares; 2025Q3: 9,887 shares; 2025Q4: 9,908 shares; 2026Q1: 7,562 shares 7,562 $3.15M 0.11% -2,346 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,093 shares; 2024Q4: 89,295 shares; 2025Q1: not reported; 2025Q2: 96,885 shares; 2025Q3: 117,667 shares; 2025Q4: 118,593 shares; 2026Q1: 120,237 shares 120,237 $3.13M 0.11% +1,644 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,382 shares; 2024Q4: 50,499 shares; 2025Q1: not reported; 2025Q2: 55,638 shares; 2025Q3: 64,089 shares; 2025Q4: 58,910 shares; 2026Q1: 62,764 shares 62,764 $3.1M 0.1% +3,854 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: 21,317 shares; 2024Q4: 26,667 shares; 2025Q1: 11,115 shares; 2025Q2: 28,123 shares; 2025Q3: 26,364 shares; 2025Q4: 27,806 shares; 2026Q1: 31,893 shares 31,893 $3.08M 0.1% +4,087 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,461 shares; 2024Q4: 41,009 shares; 2025Q1: 48,992 shares; 2025Q2: 51,093 shares; 2025Q3: 51,702 shares; 2025Q4: 56,513 shares; 2026Q1: 62,005 shares 62,005 $3.08M 0.1% +5,492 Timeline FUMB 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: 138,779 shares; 2024Q4: 126,858 shares; 2025Q1: 142,902 shares; 2025Q2: 149,331 shares; 2025Q3: 143,962 shares; 2025Q4: 145,301 shares; 2026Q1: 153,634 shares 153,634 $3.08M 0.1% +8,333 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: 9,566 shares; 2024Q4: 8,679 shares; 2025Q1: 14,363 shares; 2025Q2: 21,703 shares; 2025Q3: 33,596 shares; 2025Q4: 30,857 shares; 2026Q1: 29,450 shares 29,450 $3.01M 0.1% -1,407 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: 11,193 shares; 2024Q4: 17,023 shares; 2025Q1: 18,438 shares; 2025Q2: 18,724 shares; 2025Q3: 20,427 shares; 2025Q4: 21,980 shares; 2026Q1: 29,545 shares 29,545 $3.01M 0.1% +7,565 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,833 shares; 2025Q4: 20,938 shares; 2026Q1: 22,576 shares 22,576 $3.01M 0.1% +1,638 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: 36,484 shares; 2024Q4: 36,953 shares; 2025Q1: 43,032 shares; 2025Q2: 43,674 shares; 2025Q3: 44,028 shares; 2025Q4: 48,972 shares; 2026Q1: 53,438 shares 53,438 $2.97M 0.1% +4,466 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: 47,785 shares; 2024Q4: 47,727 shares; 2025Q1: 40,041 shares; 2025Q2: 51,454 shares; 2025Q3: 54,807 shares; 2025Q4: 58,082 shares; 2026Q1: 54,082 shares 54,082 $2.95M 0.1% -4,000 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 19,332 shares; 2025Q1: 6,049 shares; 2025Q2: 22,658 shares; 2025Q3: 21,779 shares; 2025Q4: 28,720 shares; 2026Q1: 28,407 shares 28,407 $2.94M 0.1% -313 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: 16,898 shares; 2024Q4: 16,492 shares; 2025Q1: 52,640 shares; 2025Q2: 55,211 shares; 2025Q3: 56,578 shares; 2025Q4: 53,638 shares; 2026Q1: 53,176 shares 53,176 $2.88M 0.1% -462 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 reported; 2024Q4: not reported; 2025Q1: 11,318 shares; 2025Q2: 22,928 shares; 2025Q3: 28,709 shares; 2025Q4: 33,867 shares; 2026Q1: 34,412 shares 34,412 $2.88M 0.1% +545 Timeline UTES 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,875 shares; 2026Q1: 35,835 shares 35,835 $2.86M 0.1% +1,960 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,531 shares; 2025Q3: 20,049 shares; 2025Q4: 22,218 shares; 2026Q1: 23,807 shares 23,807 $2.86M 0.1% +1,589 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 5,644 shares; 2025Q1: 8,660 shares; 2025Q2: 20,461 shares; 2025Q3: 28,919 shares; 2025Q4: 26,509 shares; 2026Q1: 22,496 shares 22,496 $2.84M 0.1% -4,013 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: 9,866 shares; 2024Q4: 10,266 shares; 2025Q1: 12,018 shares; 2025Q2: 24,533 shares; 2025Q3: 22,519 shares; 2025Q4: 16,672 shares; 2026Q1: 15,220 shares 15,220 $2.84M 0.1% -1,452 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,413 shares; 2025Q4: 26,794 shares; 2026Q1: 29,880 shares 29,880 $2.83M 0.1% +3,086 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 reported; 2024Q4: not reported; 2025Q1: 6,322 shares; 2025Q2: 24,197 shares; 2025Q3: 29,438 shares; 2025Q4: 30,947 shares; 2026Q1: 25,375 shares 25,375 $2.76M 0.09% -5,572 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,928 shares; 2025Q3: 65,531 shares; 2025Q4: 77,964 shares; 2026Q1: 83,553 shares 83,553 $2.75M 0.09% +5,589 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 17,609 shares; 2026Q1: 55,401 shares 55,401 $2.75M 0.09% +37,792 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: 61,338 shares; 2024Q4: 59,771 shares; 2025Q1: 111,497 shares; 2025Q2: 134,524 shares; 2025Q3: 133,374 shares; 2025Q4: 99,787 shares; 2026Q1: 95,742 shares 95,742 $2.75M 0.09% -4,045 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,760 shares; 2025Q1: 3,994 shares; 2025Q2: 4,434 shares; 2025Q3: 4,611 shares; 2025Q4: 4,853 shares; 2026Q1: 4,889 shares 4,889 $2.75M 0.09% +36 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: 8,524 shares; 2024Q4: 8,631 shares; 2025Q1: 4,740 shares; 2025Q2: 10,674 shares; 2025Q3: 9,685 shares; 2025Q4: 9,512 shares; 2026Q1: 9,442 shares 9,442 $2.74M 0.09% -70 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,701 shares; 2025Q2: 28,753 shares; 2025Q3: 51,488 shares; 2025Q4: 54,321 shares; 2026Q1: 59,160 shares 59,160 $2.73M 0.09% +4,839 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: 9,573 shares; 2024Q4: 9,781 shares; 2025Q1: 3,813 shares; 2025Q2: 11,917 shares; 2025Q3: 8,480 shares; 2025Q4: 8,771 shares; 2026Q1: 8,379 shares 8,379 $2.73M 0.09% -392 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: 71,234 shares; 2024Q4: 90,242 shares; 2025Q1: 122,421 shares; 2025Q2: 135,809 shares; 2025Q3: 135,719 shares; 2025Q4: 128,489 shares; 2026Q1: 127,789 shares 127,789 $2.7M 0.09% -700 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 15,586 shares; 2025Q1: 18,215 shares; 2025Q2: 18,213 shares; 2025Q3: 18,178 shares; 2025Q4: 17,983 shares; 2026Q1: 16,401 shares 16,401 $2.69M 0.09% -1,582 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 8,313 shares; 2025Q1: 58,815 shares; 2025Q2: 62,644 shares; 2025Q3: 65,051 shares; 2025Q4: 54,820 shares; 2026Q1: 54,678 shares 54,678 $2.68M 0.09% -142 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,099 shares; 2025Q3: 50,054 shares; 2025Q4: 66,130 shares; 2026Q1: 73,557 shares 73,557 $2.66M 0.09% +7,427 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,555 shares; 2024Q4: 46,462 shares; 2025Q1: 41,721 shares; 2025Q2: not reported; 2025Q3: 38,420 shares; 2025Q4: 45,467 shares; 2026Q1: 42,702 shares 42,702 $2.66M 0.09% -2,765 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: 11,534 shares; 2024Q4: 10,408 shares; 2025Q1: 29,234 shares; 2025Q2: 34,758 shares; 2025Q3: 33,041 shares; 2025Q4: 52,333 shares; 2026Q1: 35,648 shares 35,648 $2.66M 0.09% -16,685 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,593 shares; 2025Q1: 8,372 shares; 2025Q2: 10,571 shares; 2025Q3: 10,250 shares; 2025Q4: 10,902 shares; 2026Q1: 10,734 shares 10,734 $2.65M 0.09% -168 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,984 shares; 2024Q4: 102,143 shares; 2025Q1: not reported; 2025Q2: 94,220 shares; 2025Q3: 105,495 shares; 2025Q4: 97,166 shares; 2026Q1: 103,258 shares 103,258 $2.62M 0.09% +6,092 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: 16,806 shares; 2024Q4: 18,757 shares; 2025Q1: 20,458 shares; 2025Q2: 21,492 shares; 2025Q3: 44,589 shares; 2025Q4: 57,787 shares; 2026Q1: 61,625 shares 61,625 $2.61M 0.09% +3,838 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: 1,359 shares; 2024Q4: 1,382 shares; 2025Q1: 1,494 shares; 2025Q2: 1,748 shares; 2025Q3: 1,775 shares; 2025Q4: 1,503 shares; 2026Q1: 1,500 shares 1,500 $2.59M 0.09% -3 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 reported; 2024Q4: not reported; 2025Q1: 24,557 shares; 2025Q2: 24,929 shares; 2025Q3: 28,042 shares; 2025Q4: 21,764 shares; 2026Q1: 22,163 shares 22,163 $2.57M 0.09% +399 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: 5,388 shares; 2024Q4: 4,882 shares; 2025Q1: 8,254 shares; 2025Q2: 9,794 shares; 2025Q3: 9,265 shares; 2025Q4: 9,694 shares; 2026Q1: 9,245 shares 9,245 $2.54M 0.09% -449 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,411 shares; 2025Q1: 6,320 shares; 2025Q2: 19,612 shares; 2025Q3: 18,287 shares; 2025Q4: 14,795 shares; 2026Q1: 13,842 shares 13,842 $2.53M 0.09% -953 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: 7,938 shares; 2024Q4: 6,054 shares; 2025Q1: 7,186 shares; 2025Q2: 11,559 shares; 2025Q3: 14,283 shares; 2025Q4: 47,115 shares; 2026Q1: 48,996 shares 48,996 $2.49M 0.08% +1,881 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,567 shares; 2024Q4: 46,059 shares; 2025Q1: not reported; 2025Q2: 48,804 shares; 2025Q3: 54,150 shares; 2025Q4: 49,856 shares; 2026Q1: 50,122 shares 50,122 $2.48M 0.08% +266 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,198 shares; 2024Q4: 17,407 shares; 2025Q1: 24,167 shares; 2025Q2: 26,240 shares; 2025Q3: 26,376 shares; 2025Q4: 26,570 shares; 2026Q1: 26,470 shares 26,470 $2.45M 0.08% -100 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: 14,028 shares; 2024Q4: 14,901 shares; 2025Q1: 3,598 shares; 2025Q2: 15,842 shares; 2025Q3: 18,805 shares; 2025Q4: 20,881 shares; 2026Q1: 21,981 shares 21,981 $2.44M 0.08% +1,100 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: 2,259 shares; 2024Q4: 2,302 shares; 2025Q1: 3,381 shares; 2025Q2: 6,661 shares; 2025Q3: 5,822 shares; 2025Q4: 23,473 shares; 2026Q1: 23,227 shares 23,227 $2.43M 0.08% -246 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: 13,876 shares; 2024Q4: 9,103 shares; 2025Q1: 41,153 shares; 2025Q2: 43,774 shares; 2025Q3: 37,583 shares; 2025Q4: 33,399 shares; 2026Q1: 33,373 shares 33,373 $2.43M 0.08% -26 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,354 shares; 2024Q4: 16,443 shares; 2025Q1: 24,534 shares; 2025Q2: 47,995 shares; 2025Q3: 47,478 shares; 2025Q4: 58,190 shares; 2026Q1: 41,364 shares 41,364 $2.42M 0.08% -16,826 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,788 shares; 2025Q1: 11,310 shares; 2025Q2: 11,874 shares; 2025Q3: 11,649 shares; 2025Q4: 11,784 shares; 2026Q1: 12,178 shares 12,178 $2.41M 0.08% +394 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: 215,069 shares; 2024Q4: 236,068 shares; 2025Q1: 281,581 shares; 2025Q2: 381,921 shares; 2025Q3: 396,837 shares; 2025Q4: 402,290 shares; 2026Q1: 41,839 shares 41,839 $2.38M 0.08% -360,451 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 28,311 shares; 2025Q1: 44,655 shares; 2025Q2: 44,686 shares; 2025Q3: 44,468 shares; 2025Q4: 39,756 shares; 2026Q1: 41,447 shares 41,447 $2.37M 0.08% +1,691 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,956 shares; 2025Q1: 9,845 shares; 2025Q2: 9,062 shares; 2025Q3: 9,079 shares; 2025Q4: 9,644 shares; 2026Q1: 9,703 shares 9,703 $2.37M 0.08% +59 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,653 shares; 2025Q1: 21,180 shares; 2025Q2: 26,784 shares; 2025Q3: 25,818 shares; 2025Q4: 25,418 shares; 2026Q1: 25,452 shares 25,452 $2.33M 0.08% +34 Timeline PKW 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: 4,163 shares; 2024Q4: 4,164 shares; 2025Q1: 18,761 shares; 2025Q2: 17,746 shares; 2025Q3: 17,101 shares; 2025Q4: 17,685 shares; 2026Q1: 17,610 shares 17,610 $2.31M 0.08% -75 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: 14,005 shares; 2024Q4: 14,469 shares; 2025Q1: 39,287 shares; 2025Q2: 41,325 shares; 2025Q3: 41,827 shares; 2025Q4: 39,476 shares; 2026Q1: 40,542 shares 40,542 $2.28M 0.08% +1,066 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,282 shares; 2025Q1: 23,852 shares; 2025Q2: 43,884 shares; 2025Q3: 51,568 shares; 2025Q4: 57,375 shares; 2026Q1: 63,929 shares 63,929 $2.28M 0.08% +6,554 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,947 shares; 2025Q2: 9,025 shares; 2025Q3: 11,373 shares; 2025Q4: 11,717 shares; 2026Q1: 10,727 shares 10,727 $2.27M 0.08% -990 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,576 shares; 2025Q1: 38,817 shares; 2025Q2: 38,840 shares; 2025Q3: 38,840 shares; 2025Q4: 38,901 shares; 2026Q1: 45,979 shares 45,979 $2.25M 0.08% +7,078 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,149 shares; 2026Q1: 9,401 shares 9,401 $2.24M 0.08% +7,252 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: 11,419 shares; 2024Q4: 11,537 shares; 2025Q1: 12,268 shares; 2025Q2: 25,453 shares; 2025Q3: 25,216 shares; 2025Q4: 28,224 shares; 2026Q1: 22,165 shares 22,165 $2.23M 0.08% -6,059 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,579 shares; 2024Q4: 24,205 shares; 2025Q1: 66,794 shares; 2025Q2: 71,009 shares; 2025Q3: 71,273 shares; 2025Q4: 52,226 shares; 2026Q1: 48,481 shares 48,481 $2.23M 0.08% -3,745 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: 2,330 shares; 2024Q4: 2,315 shares; 2025Q1: 9,994 shares; 2025Q2: 11,618 shares; 2025Q3: 12,054 shares; 2025Q4: 10,861 shares; 2026Q1: 10,721 shares 10,721 $2.22M 0.08% -140 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,705 shares; 2025Q1: 9,545 shares; 2025Q2: 8,745 shares; 2025Q3: 8,610 shares; 2025Q4: 8,784 shares; 2026Q1: 8,663 shares 8,663 $2.2M 0.07% -121 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 9,725 shares; 2025Q1: 13,707 shares; 2025Q2: 13,659 shares; 2025Q3: 14,632 shares; 2025Q4: 15,028 shares; 2026Q1: 15,316 shares 15,316 $2.17M 0.07% +288 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,930 shares 10,930 $2.16M 0.07% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,069 shares; 2025Q2: 6,377 shares; 2025Q3: 6,516 shares; 2025Q4: 18,354 shares; 2026Q1: 26,740 shares 26,740 $2.15M 0.07% +8,386 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,654 shares 37,654 $2.15M 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,257 shares; 2025Q1: 3,838 shares; 2025Q2: 3,764 shares; 2025Q3: 3,973 shares; 2025Q4: 4,401 shares; 2026Q1: 4,302 shares 4,302 $2.13M 0.07% -99 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: 21,454 shares; 2024Q4: 19,854 shares; 2025Q1: not reported; 2025Q2: 23,996 shares; 2025Q3: 27,333 shares; 2025Q4: 30,059 shares; 2026Q1: 29,950 shares 29,950 $2.13M 0.07% -109 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,236 shares; 2025Q2: 2,373 shares; 2025Q3: 2,371 shares; 2025Q4: 2,201 shares; 2026Q1: 2,212 shares 2,212 $2.13M 0.07% +11 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,120 shares 12,120 $2.13M 0.07% new 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: 3,669 shares; 2024Q4: 4,031 shares; 2025Q1: 6,018 shares; 2025Q2: 6,540 shares; 2025Q3: 6,664 shares; 2025Q4: 6,677 shares; 2026Q1: 6,696 shares 6,696 $2.1M 0.07% +19 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 32,002 shares; 2025Q4: 32,275 shares; 2026Q1: 34,647 shares 34,647 $2.07M 0.07% +2,372 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: 5,409 shares; 2024Q4: 4,715 shares; 2025Q1: 14,272 shares; 2025Q2: 15,680 shares; 2025Q3: 17,574 shares; 2025Q4: 18,800 shares; 2026Q1: 23,562 shares 23,562 $2.04M 0.07% +4,762 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,945 shares; 2024Q4: 14,460 shares; 2025Q1: 14,550 shares; 2025Q2: 15,704 shares; 2025Q3: 13,156 shares; 2025Q4: 26,181 shares; 2026Q1: 40,789 shares 40,789 $2.04M 0.07% +14,608 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: 5,932 shares; 2024Q4: 6,024 shares; 2025Q1: 21,140 shares; 2025Q2: 23,516 shares; 2025Q3: 24,356 shares; 2025Q4: 24,102 shares; 2026Q1: 24,323 shares 24,323 $2.04M 0.07% +221 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,032 shares; 2025Q1: 10,337 shares; 2025Q2: 12,556 shares; 2025Q3: 12,315 shares; 2025Q4: 10,395 shares; 2026Q1: 9,743 shares 9,743 $1.98M 0.07% -652 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,089 shares; 2025Q4: 70,584 shares; 2026Q1: 76,290 shares 76,290 $1.96M 0.07% +5,706 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,722 shares; 2025Q1: 47,472 shares; 2025Q2: 52,429 shares; 2025Q3: 53,201 shares; 2025Q4: 50,741 shares; 2026Q1: 50,977 shares 50,977 $1.95M 0.07% +236 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 reported; 2024Q4: 10,838 shares; 2025Q1: 24,419 shares; 2025Q2: 41,744 shares; 2025Q3: 50,004 shares; 2025Q4: 48,455 shares; 2026Q1: 50,237 shares 50,237 $1.93M 0.07% +1,782 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,353 shares; 2024Q4: 12,422 shares; 2025Q1: 17,633 shares; 2025Q2: 56,547 shares; 2025Q3: 22,080 shares; 2025Q4: 17,855 shares; 2026Q1: 32,564 shares 32,564 $1.91M 0.06% +14,709 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,221 shares; 2024Q4: 87,336 shares; 2025Q1: 157,514 shares; 2025Q2: 159,680 shares; 2025Q3: 159,132 shares; 2025Q4: 158,328 shares; 2026Q1: 149,223 shares 149,223 $1.91M 0.06% -9,105 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,575 shares; 2024Q4: 82,014 shares; 2025Q1: 95,732 shares; 2025Q2: 128,014 shares; 2025Q3: 138,555 shares; 2025Q4: 129,249 shares; 2026Q1: 127,448 shares 127,448 $1.91M 0.06% -1,801 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,956 shares; 2025Q1: 5,734 shares; 2025Q2: 11,139 shares; 2025Q3: 10,920 shares; 2025Q4: 6,602 shares; 2026Q1: 6,511 shares 6,511 $1.9M 0.06% -91 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 7,997 shares; 2025Q1: not reported; 2025Q2: 20,287 shares; 2025Q3: 34,774 shares; 2025Q4: 32,035 shares; 2026Q1: 31,895 shares 31,895 $1.89M 0.06% -140 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,042 shares; 2024Q4: 34,925 shares; 2025Q1: 144,563 shares; 2025Q2: 149,794 shares; 2025Q3: 147,678 shares; 2025Q4: 140,310 shares; 2026Q1: 122,226 shares 122,226 $1.82M 0.06% -18,084 Timeline ARKK 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: 20,522 shares; 2024Q4: 20,247 shares; 2025Q1: 28,284 shares; 2025Q2: 28,795 shares; 2025Q3: 28,239 shares; 2025Q4: 28,080 shares; 2026Q1: 26,925 shares 26,925 $1.82M 0.06% -1,155 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,068 shares; 2025Q4: 14,442 shares; 2026Q1: 15,366 shares 15,366 $1.82M 0.06% +924 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,552 shares; 2025Q1: 11,635 shares; 2025Q2: 12,870 shares; 2025Q3: 13,161 shares; 2025Q4: 13,850 shares; 2026Q1: 13,710 shares 13,710 $1.81M 0.06% -140 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 5,026 shares; 2025Q1: 15,735 shares; 2025Q2: 17,374 shares; 2025Q3: 16,606 shares; 2025Q4: 16,373 shares; 2026Q1: 15,170 shares 15,170 $1.8M 0.06% -1,203 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,810 shares; 2025Q2: 49,083 shares; 2025Q3: 69,833 shares; 2025Q4: 71,740 shares; 2026Q1: 38,919 shares 38,919 $1.79M 0.06% -32,821 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,958 shares; 2025Q3: not reported; 2025Q4: 72,579 shares; 2026Q1: 73,579 shares 73,579 $1.78M 0.06% +1,000 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 reported; 2024Q4: not reported; 2025Q1: 3,812 shares; 2025Q2: 20,235 shares; 2025Q3: not reported; 2025Q4: 21,664 shares; 2026Q1: 22,594 shares 22,594 $1.78M 0.06% +930 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: 15,806 shares; 2024Q4: 16,541 shares; 2025Q1: 20,770 shares; 2025Q2: 22,752 shares; 2025Q3: 23,403 shares; 2025Q4: 21,490 shares; 2026Q1: 21,621 shares 21,621 $1.77M 0.06% +131 Timeline DHS 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: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 9,843 shares; 2025Q2: 15,872 shares; 2025Q3: 15,925 shares; 2025Q4: 16,026 shares; 2026Q1: 16,069 shares 16,069 $1.76M 0.06% +43 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: 13,809 shares; 2024Q4: 13,639 shares; 2025Q1: 13,784 shares; 2025Q2: 22,532 shares; 2025Q3: 23,098 shares; 2025Q4: 16,134 shares; 2026Q1: 15,980 shares 15,980 $1.75M 0.06% -154 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 11,630 shares; 2025Q1: 27,692 shares; 2025Q2: 29,464 shares; 2025Q3: 30,699 shares; 2025Q4: 27,951 shares; 2026Q1: 28,238 shares 28,238 $1.75M 0.06% +287 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,174 shares; 2024Q4: 45,032 shares; 2025Q1: 95,731 shares; 2025Q2: 109,072 shares; 2025Q3: 96,551 shares; 2025Q4: 92,681 shares; 2026Q1: 96,339 shares 96,339 $1.74M 0.06% +3,658 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,118 shares; 2024Q4: 87,983 shares; 2025Q1: not reported; 2025Q2: 78,721 shares; 2025Q3: 80,751 shares; 2025Q4: 75,784 shares; 2026Q1: 74,380 shares 74,380 $1.73M 0.06% -1,404 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 6,044 shares; 2025Q1: 16,764 shares; 2025Q2: 20,483 shares; 2025Q3: 20,434 shares; 2025Q4: 25,394 shares; 2026Q1: 24,500 shares 24,500 $1.73M 0.06% -894 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,366 shares; 2025Q1: 22,054 shares; 2025Q2: 28,431 shares; 2025Q3: 27,649 shares; 2025Q4: 26,392 shares; 2026Q1: 25,896 shares 25,896 $1.73M 0.06% -496 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: 21,114 shares; 2025Q1: 11,682 shares; 2025Q2: 38,047 shares; 2025Q3: 37,536 shares; 2025Q4: 37,584 shares; 2026Q1: 42,265 shares 42,265 $1.73M 0.06% +4,681 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: 3,230 shares; 2024Q4: 3,539 shares; 2025Q1: 13,386 shares; 2025Q2: 14,613 shares; 2025Q3: 14,045 shares; 2025Q4: 13,759 shares; 2026Q1: 13,046 shares 13,046 $1.71M 0.06% -713 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 21,401 shares; 2025Q1: not reported; 2025Q2: 38,033 shares; 2025Q3: 53,080 shares; 2025Q4: 56,688 shares; 2026Q1: 55,454 shares 55,454 $1.71M 0.06% -1,234 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: 23,020 shares; 2024Q4: 24,061 shares; 2025Q1: not reported; 2025Q2: 28,902 shares; 2025Q3: 30,625 shares; 2025Q4: 34,248 shares; 2026Q1: 36,604 shares 36,604 $1.7M 0.06% +2,356 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: 22,320 shares; 2024Q4: 20,893 shares; 2025Q1: 23,904 shares; 2025Q2: 24,666 shares; 2025Q3: 22,998 shares; 2025Q4: 22,741 shares; 2026Q1: 21,344 shares 21,344 $1.69M 0.06% -1,397 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: not reported; 2026Q1: 7,338 shares 7,338 $1.69M 0.06% new Timeline DLN 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: 26,256 shares; 2024Q4: 26,379 shares; 2025Q1: 4,356 shares; 2025Q2: 16,074 shares; 2025Q3: 17,929 shares; 2025Q4: 18,264 shares; 2026Q1: 18,828 shares 18,828 $1.68M 0.06% +564 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: 2,007 shares; 2024Q4: 1,505 shares; 2025Q1: 5,275 shares; 2025Q2: 5,526 shares; 2025Q3: 5,236 shares; 2025Q4: 4,808 shares; 2026Q1: 4,722 shares 4,722 $1.68M 0.06% -86 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 reported; 2024Q4: not reported; 2025Q1: 13,170 shares; 2025Q2: 19,997 shares; 2025Q3: 32,509 shares; 2025Q4: 35,620 shares; 2026Q1: 35,600 shares 35,600 $1.67M 0.06% -20 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,188 shares; 2025Q3: 31,560 shares; 2025Q4: 31,685 shares; 2026Q1: 31,736 shares 31,736 $1.66M 0.06% +51 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,485 shares; 2025Q3: 42,963 shares; 2025Q4: 52,076 shares; 2026Q1: 63,841 shares 63,841 $1.65M 0.06% +11,765 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,800 shares; 2024Q4: 101,030 shares; 2025Q1: 121,984 shares; 2025Q2: 117,942 shares; 2025Q3: 105,802 shares; 2025Q4: 44,025 shares; 2026Q1: 32,793 shares 32,793 $1.65M 0.06% -11,232 Timeline PFM 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: 32,131 shares; 2024Q4: 31,090 shares; 2025Q1: 34,145 shares; 2025Q2: 34,346 shares; 2025Q3: 34,057 shares; 2025Q4: 32,955 shares; 2026Q1: 32,279 shares 32,279 $1.65M 0.06% -676 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 5,380 shares; 2025Q1: 10,349 shares; 2025Q2: 10,744 shares; 2025Q3: 10,513 shares; 2025Q4: 10,577 shares; 2026Q1: 10,778 shares 10,778 $1.65M 0.06% +201 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,622 shares; 2024Q4: 30,388 shares; 2025Q1: 32,905 shares; 2025Q2: 37,471 shares; 2025Q3: 36,602 shares; 2025Q4: 36,095 shares; 2026Q1: 33,903 shares 33,903 $1.64M 0.06% -2,192 Timeline SPLB 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: 28,946 shares; 2024Q4: 107,195 shares; 2025Q1: not reported; 2025Q2: 90,285 shares; 2025Q3: 83,416 shares; 2025Q4: 79,842 shares; 2026Q1: 73,767 shares 73,767 $1.64M 0.06% -6,075 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,455 shares; 2025Q1: 10,491 shares; 2025Q2: 13,651 shares; 2025Q3: 13,551 shares; 2025Q4: 14,514 shares; 2026Q1: 13,524 shares 13,524 $1.63M 0.06% -990 Timeline SPHD 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: 8,496 shares; 2024Q4: 12,873 shares; 2025Q1: 25,436 shares; 2025Q2: 23,393 shares; 2025Q3: 30,055 shares; 2025Q4: 29,951 shares; 2026Q1: 32,714 shares 32,714 $1.62M 0.05% +2,763 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,813 shares; 2024Q4: 46,197 shares; 2025Q1: not reported; 2025Q2: 45,900 shares; 2025Q3: 57,466 shares; 2025Q4: 59,727 shares; 2026Q1: 62,577 shares 62,577 $1.62M 0.05% +2,850 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,054 shares; 2025Q3: 40,279 shares; 2025Q4: 42,770 shares; 2026Q1: 43,801 shares 43,801 $1.61M 0.05% +1,031 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: 9,708 shares; 2024Q4: 7,901 shares; 2025Q1: 33,859 shares; 2025Q2: 36,747 shares; 2025Q3: 36,864 shares; 2025Q4: 37,735 shares; 2026Q1: 39,671 shares 39,671 $1.59M 0.05% +1,936 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,719 shares; 2024Q4: 57,554 shares; 2025Q1: not reported; 2025Q2: 49,989 shares; 2025Q3: 69,301 shares; 2025Q4: 67,646 shares; 2026Q1: 74,995 shares 74,995 $1.57M 0.05% +7,349 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,981 shares; 2025Q4: not reported; 2026Q1: 24,847 shares 24,847 $1.57M 0.05% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,388 shares; 2025Q2: 11,266 shares; 2025Q3: 11,383 shares; 2025Q4: 15,881 shares; 2026Q1: 22,030 shares 22,030 $1.56M 0.05% +6,149 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: 6,904 shares; 2024Q4: 6,545 shares; 2025Q1: 16,895 shares; 2025Q2: 19,069 shares; 2025Q3: 19,421 shares; 2025Q4: 12,908 shares; 2026Q1: 12,640 shares 12,640 $1.53M 0.05% -268 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: 103,805 shares; 2024Q4: 109,535 shares; 2025Q1: 45,679 shares; 2025Q2: 151,555 shares; 2025Q3: 174,067 shares; 2025Q4: 171,659 shares; 2026Q1: 79,271 shares 79,271 $1.51M 0.05% -92,388 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: 1,794 shares; 2024Q4: not reported; 2025Q1: 7,555 shares; 2025Q2: 7,562 shares; 2025Q3: 7,628 shares; 2025Q4: 7,654 shares; 2026Q1: 8,700 shares 8,700 $1.51M 0.05% +1,046 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 17,938 shares; 2025Q1: 25,241 shares; 2025Q2: 27,094 shares; 2025Q3: 28,670 shares; 2025Q4: 28,808 shares; 2026Q1: 30,120 shares 30,120 $1.5M 0.05% +1,312 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,881 shares; 2024Q4: 81,756 shares; 2025Q1: 105,647 shares; 2025Q2: 119,168 shares; 2025Q3: 126,393 shares; 2025Q4: 133,221 shares; 2026Q1: 132,623 shares 132,623 $1.49M 0.05% -598 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,205 shares; 2025Q1: 15,302 shares; 2025Q2: 18,688 shares; 2025Q3: 20,586 shares; 2025Q4: 18,800 shares; 2026Q1: 19,058 shares 19,058 $1.47M 0.05% +258 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 19,460 shares; 2025Q1: 30,159 shares; 2025Q2: 41,051 shares; 2025Q3: 40,897 shares; 2025Q4: 38,387 shares; 2026Q1: 35,736 shares 35,736 $1.44M 0.05% -2,651 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,898 shares; 2025Q3: not reported; 2025Q4: 47,099 shares; 2026Q1: 59,021 shares 59,021 $1.43M 0.05% +11,922 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,023 shares; 2024Q4: 157,857 shares; 2025Q1: 227,434 shares; 2025Q2: 262,417 shares; 2025Q3: 279,332 shares; 2025Q4: 257,614 shares; 2026Q1: 255,404 shares 255,404 $1.43M 0.05% -2,210 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 9,800 shares; 2025Q1: 28,982 shares; 2025Q2: 31,129 shares; 2025Q3: 32,789 shares; 2025Q4: 35,398 shares; 2026Q1: 15,580 shares 15,580 $1.43M 0.05% -19,818 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,454 shares; 2025Q2: 17,980 shares; 2025Q3: 23,546 shares; 2025Q4: 28,710 shares; 2026Q1: 34,955 shares 34,955 $1.42M 0.05% +6,245 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,572 shares; 2025Q1: not reported; 2025Q2: 26,213 shares; 2025Q3: 26,728 shares; 2025Q4: 27,172 shares; 2026Q1: 29,621 shares 29,621 $1.42M 0.05% +2,449 Timeline MLPA 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: 13,541 shares; 2024Q4: 15,351 shares; 2025Q1: 19,816 shares; 2025Q2: 21,985 shares; 2025Q3: 23,237 shares; 2025Q4: 25,211 shares; 2026Q1: 26,114 shares 26,114 $1.41M 0.05% +903 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: 14,459 shares; 2024Q4: 19,366 shares; 2025Q1: 21,758 shares; 2025Q2: 18,647 shares; 2025Q3: 18,547 shares; 2025Q4: 18,561 shares; 2026Q1: 18,587 shares 18,587 $1.4M 0.05% +26 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: 40,143 shares; 2024Q4: 41,454 shares; 2025Q1: 28,199 shares; 2025Q2: 68,457 shares; 2025Q3: 63,713 shares; 2025Q4: 52,876 shares; 2026Q1: 35,898 shares 35,898 $1.39M 0.05% -16,978 Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,127 shares; 2026Q1: 39,272 shares 39,272 $1.39M 0.05% +145 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: 6,540 shares; 2024Q4: 7,570 shares; 2025Q1: 8,219 shares; 2025Q2: 8,716 shares; 2025Q3: 13,119 shares; 2025Q4: 13,758 shares; 2026Q1: 9,208 shares 9,208 $1.38M 0.05% -4,550 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,278 shares; 2025Q2: 8,702 shares; 2025Q3: 11,207 shares; 2025Q4: 11,793 shares; 2026Q1: 12,021 shares 12,021 $1.38M 0.05% +228 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,965 shares; 2025Q1: 7,090 shares; 2025Q2: 13,854 shares; 2025Q3: 7,857 shares; 2025Q4: 7,729 shares; 2026Q1: 7,998 shares 7,998 $1.38M 0.05% +269 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,501 shares; 2024Q4: 13,892 shares; 2025Q1: 14,627 shares; 2025Q2: 27,964 shares; 2025Q3: 32,429 shares; 2025Q4: 46,544 shares; 2026Q1: 60,188 shares 60,188 $1.38M 0.05% +13,644 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,656 shares 8,656 $1.38M 0.05% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,283 shares; 2025Q2: 16,311 shares; 2025Q3: 20,367 shares; 2025Q4: 21,481 shares; 2026Q1: 16,599 shares 16,599 $1.38M 0.05% -4,882 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,012 shares; 2025Q3: 58,826 shares; 2025Q4: 60,842 shares; 2026Q1: 67,653 shares 67,653 $1.37M 0.05% +6,811 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 755 shares; 2025Q1: 3,340 shares; 2025Q2: 3,263 shares; 2025Q3: 3,242 shares; 2025Q4: 3,190 shares; 2026Q1: 3,052 shares 3,052 $1.36M 0.05% -138 Timeline FXU 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: 11,265 shares; 2024Q4: 14,920 shares; 2025Q1: 16,758 shares; 2025Q2: 24,674 shares; 2025Q3: 27,741 shares; 2025Q4: 32,679 shares; 2026Q1: 26,810 shares 26,810 $1.33M 0.04% -5,869 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,821 shares; 2025Q3: 56,995 shares; 2025Q4: 32,541 shares; 2026Q1: 18,760 shares 18,760 $1.32M 0.04% -13,781 Timeline VCR 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: 5,321 shares; 2024Q4: 5,117 shares; 2025Q1: 2,730 shares; 2025Q2: 4,623 shares; 2025Q3: 4,289 shares; 2025Q4: 3,880 shares; 2026Q1: 3,658 shares 3,658 $1.31M 0.04% -222 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,497 shares; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 22,920 shares; 2025Q4: 23,999 shares; 2026Q1: 26,896 shares 26,896 $1.3M 0.04% +2,897 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,883 shares 40,883 $1.3M 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: 6,832 shares; 2025Q1: 18,032 shares; 2025Q2: 18,532 shares; 2025Q3: 18,926 shares; 2025Q4: 19,393 shares; 2026Q1: 19,042 shares 19,042 $1.29M 0.04% -351 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,262 shares; 2024Q4: 61,075 shares; 2025Q1: 19,758 shares; 2025Q2: 46,798 shares; 2025Q3: 52,701 shares; 2025Q4: 50,370 shares; 2026Q1: 25,887 shares 25,887 $1.29M 0.04% -24,483 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: not reported; 2026Q1: 1,516 shares 1,516 $1.29M 0.04% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,250 shares; 2025Q3: 107,976 shares; 2025Q4: 42,596 shares; 2026Q1: 37,443 shares 37,443 $1.28M 0.04% -5,153 Timeline TOLZ 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: 17,708 shares; 2024Q4: 18,088 shares; 2025Q1: 18,118 shares; 2025Q2: 19,107 shares; 2025Q3: 19,940 shares; 2025Q4: 20,707 shares; 2026Q1: 21,361 shares 21,361 $1.28M 0.04% +654 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 9,319 shares; 2025Q3: 9,710 shares; 2025Q4: 9,464 shares; 2026Q1: 9,461 shares 9,461 $1.27M 0.04% -3 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,796 shares; 2025Q2: 8,715 shares; 2025Q3: 9,387 shares; 2025Q4: 10,823 shares; 2026Q1: 10,762 shares 10,762 $1.26M 0.04% -61 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 7,732 shares; 2025Q1: 19,728 shares; 2025Q2: 21,217 shares; 2025Q3: 19,160 shares; 2025Q4: 19,256 shares; 2026Q1: 19,770 shares 19,770 $1.26M 0.04% +514 Timeline YYY 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: 63,200 shares; 2024Q4: 84,988 shares; 2025Q1: 119,520 shares; 2025Q2: 117,363 shares; 2025Q3: 123,314 shares; 2025Q4: 113,535 shares; 2026Q1: 113,629 shares 113,629 $1.25M 0.04% +94 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,099 shares; 2024Q4: 32,186 shares; 2025Q1: 26,199 shares; 2025Q2: 24,823 shares; 2025Q3: 25,762 shares; 2025Q4: 26,226 shares; 2026Q1: 24,682 shares 24,682 $1.25M 0.04% -1,544 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,751 shares; 2025Q3: 23,185 shares; 2025Q4: 27,817 shares; 2026Q1: 31,524 shares 31,524 $1.25M 0.04% +3,707 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,738 shares; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,132 shares; 2025Q4: 20,137 shares; 2026Q1: 9,740 shares 9,740 $1.25M 0.04% -10,397 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,506 shares; 2024Q4: 42,065 shares; 2025Q1: not reported; 2025Q2: 36,041 shares; 2025Q3: 40,029 shares; 2025Q4: 45,673 shares; 2026Q1: 49,380 shares 49,380 $1.25M 0.04% +3,707 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: not reported; 2026Q1: 1,690 shares 1,690 $1.25M 0.04% new Timeline UTWY 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: 22,872 shares; 2024Q4: 24,503 shares; 2025Q1: 27,493 shares; 2025Q2: 27,805 shares; 2025Q3: 28,124 shares; 2025Q4: 28,436 shares; 2026Q1: 28,755 shares 28,755 $1.23M 0.04% +319 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 reported; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 14,090 shares; 2025Q3: 14,126 shares; 2025Q4: 11,985 shares; 2026Q1: 11,360 shares 11,360 $1.22M 0.04% -625 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,511 shares; 2024Q4: 60,583 shares; 2025Q1: 44,759 shares; 2025Q2: 48,285 shares; 2025Q3: 47,349 shares; 2025Q4: 50,174 shares; 2026Q1: 68,839 shares 68,839 $1.22M 0.04% +18,665 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: 10,205 shares; 2024Q4: 10,830 shares; 2025Q1: 14,581 shares; 2025Q2: 17,737 shares; 2025Q3: 15,219 shares; 2025Q4: 15,717 shares; 2026Q1: 14,766 shares 14,766 $1.21M 0.04% -951 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,508 shares; 2025Q1: 22,334 shares; 2025Q2: 23,085 shares; 2025Q3: 22,254 shares; 2025Q4: 20,298 shares; 2026Q1: 20,067 shares 20,067 $1.19M 0.04% -231 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: 8,823 shares; 2024Q4: 8,465 shares; 2025Q1: 11,508 shares; 2025Q2: 11,640 shares; 2025Q3: 11,819 shares; 2025Q4: 11,133 shares; 2026Q1: 11,457 shares 11,457 $1.18M 0.04% +324 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,355 shares; 2025Q2: 14,955 shares; 2025Q3: 33,488 shares; 2025Q4: 15,174 shares; 2026Q1: 11,320 shares 11,320 $1.17M 0.04% -3,854 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,177 shares; 2025Q3: 29,811 shares; 2025Q4: 42,240 shares; 2026Q1: 28,769 shares 28,769 $1.17M 0.04% -13,471 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,493 shares; 2025Q3: 12,648 shares; 2025Q4: 17,138 shares; 2026Q1: 23,644 shares 23,644 $1.17M 0.04% +6,506 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,961 shares; 2025Q1: 2,877 shares; 2025Q2: 3,158 shares; 2025Q3: 4,974 shares; 2025Q4: 3,910 shares; 2026Q1: 4,317 shares 4,317 $1.17M 0.04% +407 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 9,653 shares; 2025Q1: 26,640 shares; 2025Q2: 20,698 shares; 2025Q3: 17,321 shares; 2025Q4: 16,727 shares; 2026Q1: 16,321 shares 16,321 $1.17M 0.04% -406 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,447 shares; 2025Q1: 3,550 shares; 2025Q2: 2,525 shares; 2025Q3: 2,496 shares; 2025Q4: 2,501 shares; 2026Q1: 2,459 shares 2,459 $1.16M 0.04% -42 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,992 shares; 2024Q4: 13,629 shares; 2025Q1: 6,365 shares; 2025Q2: 10,803 shares; 2025Q3: 10,531 shares; 2025Q4: 10,515 shares; 2026Q1: 12,102 shares 12,102 $1.16M 0.04% +1,587 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,204 shares; 2024Q4: 42,585 shares; 2025Q1: 28,794 shares; 2025Q2: 28,900 shares; 2025Q3: 26,219 shares; 2025Q4: 24,592 shares; 2026Q1: 24,091 shares 24,091 $1.16M 0.04% -501 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: 35,744 shares; 2024Q4: 37,194 shares; 2025Q1: 36,007 shares; 2025Q2: 36,547 shares; 2025Q3: 23,580 shares; 2025Q4: 10,503 shares; 2026Q1: 9,056 shares 9,056 $1.16M 0.04% -1,447 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: 5,689 shares; 2024Q4: 6,029 shares; 2025Q1: 8,629 shares; 2025Q2: 9,625 shares; 2025Q3: 11,742 shares; 2025Q4: 13,636 shares; 2026Q1: 15,042 shares 15,042 $1.14M 0.04% +1,406 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,071 shares; 2025Q3: 29,545 shares; 2025Q4: 28,553 shares; 2026Q1: 44,646 shares 44,646 $1.14M 0.04% +16,093 Timeline BIBL 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: 22,661 shares; 2024Q4: 23,182 shares; 2025Q1: 23,660 shares; 2025Q2: 23,791 shares; 2025Q3: 23,555 shares; 2025Q4: 24,255 shares; 2026Q1: 24,157 shares 24,157 $1.14M 0.04% -98 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,904 shares; 2024Q4: 12,664 shares; 2025Q1: not reported; 2025Q2: 12,283 shares; 2025Q3: 12,821 shares; 2025Q4: 22,915 shares; 2026Q1: 15,974 shares 15,974 $1.13M 0.04% -6,941 Timeline RING 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: 8,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,845 shares; 2025Q3: 10,781 shares; 2025Q4: 14,275 shares; 2026Q1: 14,300 shares 14,300 $1.13M 0.04% +25 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: 7,630 shares; 2024Q4: 7,630 shares; 2025Q1: 18,519 shares; 2025Q2: 18,676 shares; 2025Q3: 17,770 shares; 2025Q4: 15,902 shares; 2026Q1: 15,477 shares 15,477 $1.13M 0.04% -425 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,788 shares; 2025Q2: 14,220 shares; 2025Q3: 14,238 shares; 2025Q4: 14,098 shares; 2026Q1: 14,037 shares 14,037 $1.12M 0.04% -61 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 reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: 3,144 shares; 2025Q3: 2,062 shares; 2025Q4: 2,695 shares; 2026Q1: 7,341 shares 7,341 $1.11M 0.04% +4,646 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,847 shares; 2026Q1: 20,984 shares 20,984 $1.11M 0.04% +137 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: 25,417 shares; 2024Q4: 30,693 shares; 2025Q1: 93,662 shares; 2025Q2: 110,940 shares; 2025Q3: 141,439 shares; 2025Q4: 156,615 shares; 2026Q1: 21,539 shares 21,539 $1.1M 0.04% -135,076 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,242 shares; 2024Q4: 59,988 shares; 2025Q1: 79,711 shares; 2025Q2: 90,814 shares; 2025Q3: 101,597 shares; 2025Q4: 119,246 shares; 2026Q1: 120,869 shares 120,869 $1.07M 0.04% +1,623 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,397 shares; 2026Q1: 9,300 shares 9,300 $1.07M 0.04% -97 Timeline HACK 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: 9,214 shares; 2024Q4: 9,976 shares; 2025Q1: 12,631 shares; 2025Q2: 16,444 shares; 2025Q3: 15,944 shares; 2025Q4: 15,746 shares; 2026Q1: 14,285 shares 14,285 $1.07M 0.04% -1,461 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,753 shares; 2025Q2: 12,047 shares; 2025Q3: 9,347 shares; 2025Q4: 8,441 shares; 2026Q1: 8,389 shares 8,389 $1.07M 0.04% -52 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,750 shares; 2025Q4: 33,595 shares; 2026Q1: 43,578 shares 43,578 $1.04M 0.04% +9,983 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 9,915 shares; 2025Q3: 10,531 shares; 2025Q4: 10,414 shares; 2026Q1: 9,462 shares 9,462 $1.04M 0.04% -952 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,188 shares; 2024Q4: 32,363 shares; 2025Q1: 37,250 shares; 2025Q2: 39,976 shares; 2025Q3: 40,283 shares; 2025Q4: 39,228 shares; 2026Q1: 39,552 shares 39,552 $1.03M 0.03% +324 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 51,361 shares; 2025Q1: 23,094 shares; 2025Q2: 27,515 shares; 2025Q3: 31,889 shares; 2025Q4: 34,988 shares; 2026Q1: 30,344 shares 30,344 $1.02M 0.03% -4,644 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,568 shares; 2025Q1: 5,554 shares; 2025Q2: 6,123 shares; 2025Q3: 6,388 shares; 2025Q4: 6,964 shares; 2026Q1: 8,100 shares 8,100 $1.02M 0.03% +1,136 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,708 shares 3,708 $1.01M 0.03% new 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: 14,683 shares; 2024Q4: 15,709 shares; 2025Q1: 8,588 shares; 2025Q2: 16,811 shares; 2025Q3: 16,476 shares; 2025Q4: 14,338 shares; 2026Q1: 9,241 shares 9,241 $1.01M 0.03% -5,097 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,849 shares; 2026Q1: 32,839 shares 32,839 $994K 0.03% -10 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,247 shares; 2025Q1: 8,992 shares; 2025Q2: 14,578 shares; 2025Q3: 7,260 shares; 2025Q4: 6,005 shares; 2026Q1: 5,012 shares 5,012 $994K 0.03% -993 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,221 shares 27,221 $983K 0.03% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,868 shares; 2024Q4: 13,102 shares; 2025Q1: 12,910 shares; 2025Q2: 13,142 shares; 2025Q3: 12,828 shares; 2025Q4: 12,821 shares; 2026Q1: 12,274 shares 12,274 $980K 0.03% -547 Timeline PRN 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: 4,435 shares; 2024Q4: 4,371 shares; 2025Q1: 4,760 shares; 2025Q2: 5,028 shares; 2025Q3: 5,028 shares; 2025Q4: 5,028 shares; 2026Q1: 5,036 shares 5,036 $980K 0.03% +8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,965 shares; 2025Q1: 2,072 shares; 2025Q2: 10,438 shares; 2025Q3: 10,026 shares; 2025Q4: 4,972 shares; 2026Q1: 4,926 shares 4,926 $974K 0.03% -46 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,320 shares; 2025Q3: 32,523 shares; 2025Q4: 3,553 shares; 2026Q1: 10,719 shares 10,719 $966K 0.03% +7,166 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares 3,419 $965K 0.03% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,721 shares; 2025Q1: 4,273 shares; 2025Q2: 5,240 shares; 2025Q3: 4,708 shares; 2025Q4: 4,519 shares; 2026Q1: 4,627 shares 4,627 $955K 0.03% +108 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 20,569 shares; 2025Q1: not reported; 2025Q2: 21,495 shares; 2025Q3: 21,197 shares; 2025Q4: 23,423 shares; 2026Q1: 22,823 shares 22,823 $954K 0.03% -600 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,785 shares; 2025Q1: 11,818 shares; 2025Q2: 12,019 shares; 2025Q3: 13,303 shares; 2025Q4: 54,884 shares; 2026Q1: 13,327 shares 13,327 $949K 0.03% -41,557 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,544 shares; 2024Q4: 12,119 shares; 2025Q1: 24,689 shares; 2025Q2: 23,101 shares; 2025Q3: 23,101 shares; 2025Q4: 23,316 shares; 2026Q1: 21,104 shares 21,104 $946K 0.03% -2,212 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $943K 0.03% new Timeline FXO 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: 10,437 shares; 2024Q4: 10,555 shares; 2025Q1: 17,698 shares; 2025Q2: 17,990 shares; 2025Q3: 18,062 shares; 2025Q4: 16,636 shares; 2026Q1: 16,776 shares 16,776 $943K 0.03% +140 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,567 shares; 2025Q3: 24,609 shares; 2025Q4: 22,301 shares; 2026Q1: 21,025 shares 21,025 $940K 0.03% -1,276 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 27,060 shares; 2025Q1: 31,427 shares; 2025Q2: 47,601 shares; 2025Q3: 42,531 shares; 2025Q4: 42,598 shares; 2026Q1: 42,860 shares 42,860 $936K 0.03% +262 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 11,475 shares; 2025Q4: 10,367 shares; 2026Q1: 12,064 shares 12,064 $935K 0.03% +1,697 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,953 shares; 2025Q1: 13,641 shares; 2025Q2: 7,199 shares; 2025Q3: 14,912 shares; 2025Q4: 20,940 shares; 2026Q1: 20,907 shares 20,907 $933K 0.03% -33 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 7,635 shares; 2025Q1: 7,178 shares; 2025Q2: 11,029 shares; 2025Q3: 10,389 shares; 2025Q4: 10,413 shares; 2026Q1: 9,798 shares 9,798 $927K 0.03% -615 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,983 shares; 2025Q1: 24,856 shares; 2025Q2: 28,436 shares; 2025Q3: 27,778 shares; 2025Q4: 25,683 shares; 2026Q1: 20,064 shares 20,064 $908K 0.03% -5,619 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,578 shares 13,578 $906K 0.03% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,462 shares; 2025Q2: 25,480 shares; 2025Q3: 11,454 shares; 2025Q4: 11,208 shares; 2026Q1: 11,208 shares 11,208 $903K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 4,552 shares; 2025Q4: 7,890 shares; 2026Q1: 8,368 shares 8,368 $898K 0.03% +478 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,300 shares; 2025Q1: 8,204 shares; 2025Q2: 8,302 shares; 2025Q3: 7,952 shares; 2025Q4: 8,063 shares; 2026Q1: 8,009 shares 8,009 $896K 0.03% -54 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,595 shares; 2025Q3: 16,857 shares; 2025Q4: 20,972 shares; 2026Q1: 31,242 shares 31,242 $894K 0.03% +10,270 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 7,500 shares; 2025Q2: 7,464 shares; 2025Q3: 7,949 shares; 2025Q4: 7,474 shares; 2026Q1: 7,756 shares 7,756 $894K 0.03% +282 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,883 shares; 2025Q2: 32,035 shares; 2025Q3: 23,573 shares; 2025Q4: 20,605 shares; 2026Q1: 20,736 shares 20,736 $893K 0.03% +131 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,803 shares; 2025Q1: 10,739 shares; 2025Q2: 12,856 shares; 2025Q3: 12,743 shares; 2025Q4: 12,439 shares; 2026Q1: 12,749 shares 12,749 $883K 0.03% +310 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 10,197 shares; 2025Q1: 10,441 shares; 2025Q2: 11,296 shares; 2025Q3: 12,257 shares; 2025Q4: 13,221 shares; 2026Q1: 7,924 shares 7,924 $883K 0.03% -5,297 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 reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 6,497 shares; 2025Q3: 6,299 shares; 2025Q4: 6,176 shares; 2026Q1: 7,025 shares 7,025 $881K 0.03% +849 Timeline MAGS 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: 4,472 shares; 2024Q4: 8,907 shares; 2025Q1: 16,237 shares; 2025Q2: 18,682 shares; 2025Q3: 17,470 shares; 2025Q4: 26,558 shares; 2026Q1: 15,170 shares 15,170 $879K 0.03% -11,388 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,116 shares 28,116 $877K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,505 shares; 2025Q1: 11,224 shares; 2025Q2: 11,067 shares; 2025Q3: 10,992 shares; 2025Q4: 11,099 shares; 2026Q1: 10,903 shares 10,903 $873K 0.03% -196 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 6,676 shares; 2025Q1: 12,071 shares; 2025Q2: 16,632 shares; 2025Q3: 13,702 shares; 2025Q4: 8,687 shares; 2026Q1: 9,455 shares 9,455 $873K 0.03% +768 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,538 shares 7,538 $866K 0.03% new 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: 4,542 shares; 2024Q4: 4,498 shares; 2025Q1: 9,273 shares; 2025Q2: 12,495 shares; 2025Q3: 14,077 shares; 2025Q4: 16,124 shares; 2026Q1: 9,027 shares 9,027 $864K 0.03% -7,097 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,283 shares; 2025Q1: 4,643 shares; 2025Q2: 5,972 shares; 2025Q3: 5,528 shares; 2025Q4: 3,887 shares; 2026Q1: 3,495 shares 3,495 $850K 0.03% -392 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: 33,386 shares; 2024Q4: 31,600 shares; 2025Q1: 5,515 shares; 2025Q2: 29,698 shares; 2025Q3: 30,254 shares; 2025Q4: 28,932 shares; 2026Q1: 16,857 shares 16,857 $845K 0.03% -12,075 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,848 shares; 2025Q1: 19,377 shares; 2025Q2: 20,867 shares; 2025Q3: 20,559 shares; 2025Q4: 18,712 shares; 2026Q1: 18,445 shares 18,445 $845K 0.03% -267 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,736 shares; 2025Q1: 8,541 shares; 2025Q2: 8,746 shares; 2025Q3: 11,426 shares; 2025Q4: 11,991 shares; 2026Q1: 13,787 shares 13,787 $842K 0.03% +1,796 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,219 shares; 2025Q1: 14,111 shares; 2025Q2: 15,620 shares; 2025Q3: 18,883 shares; 2025Q4: 19,254 shares; 2026Q1: 21,593 shares 21,593 $841K 0.03% +2,339 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,332 shares; 2024Q4: 14,939 shares; 2025Q1: 24,264 shares; 2025Q2: 26,967 shares; 2025Q3: 26,920 shares; 2025Q4: 24,501 shares; 2026Q1: 24,334 shares 24,334 $838K 0.03% -167 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: not reported; 2025Q1: 6,540 shares; 2025Q2: 9,415 shares; 2025Q3: 17,157 shares; 2025Q4: 21,690 shares; 2026Q1: 18,269 shares 18,269 $834K 0.03% -3,421 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,373 shares; 2025Q1: 3,562 shares; 2025Q2: 4,058 shares; 2025Q3: 4,196 shares; 2025Q4: 3,739 shares; 2026Q1: 4,840 shares 4,840 $833K 0.03% +1,101 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,792 shares; 2025Q1: 8,592 shares; 2025Q2: 12,777 shares; 2025Q3: 14,867 shares; 2025Q4: 13,103 shares; 2026Q1: 9,979 shares 9,979 $816K 0.03% -3,124 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,587 shares; 2025Q2: 18,813 shares; 2025Q3: 18,833 shares; 2025Q4: 19,023 shares; 2026Q1: 18,843 shares 18,843 $813K 0.03% -180 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: 1,866 shares; 2024Q4: not reported; 2025Q1: 6,358 shares; 2025Q2: 6,816 shares; 2025Q3: 7,079 shares; 2025Q4: 7,660 shares; 2026Q1: 7,813 shares 7,813 $806K 0.03% +153 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,515 shares; 2025Q1: 97,234 shares; 2025Q2: 97,267 shares; 2025Q3: 100,634 shares; 2025Q4: 106,334 shares; 2026Q1: 120,929 shares 120,929 $802K 0.03% +14,595 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,709 shares; 2026Q1: 22,340 shares 22,340 $798K 0.03% -2,369 Timeline OIH 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: 1,460 shares; 2024Q4: 1,490 shares; 2025Q1: 1,309 shares; 2025Q2: 1,247 shares; 2025Q3: 1,128 shares; 2025Q4: not reported; 2026Q1: 1,965 shares 1,965 $794K 0.03% new 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: 8,798 shares; 2024Q4: 10,887 shares; 2025Q1: 17,926 shares; 2025Q2: 19,182 shares; 2025Q3: 19,846 shares; 2025Q4: 18,845 shares; 2026Q1: 17,674 shares 17,674 $793K 0.03% -1,171 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,261 shares; 2025Q3: 4,757 shares; 2025Q4: 4,678 shares; 2026Q1: 8,420 shares 8,420 $790K 0.03% +3,742 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,289 shares; 2024Q4: 20,428 shares; 2025Q1: 45,118 shares; 2025Q2: 45,806 shares; 2025Q3: 43,665 shares; 2025Q4: 39,820 shares; 2026Q1: 37,765 shares 37,765 $789K 0.03% -2,055 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,958 shares; 2025Q2: 14,354 shares; 2025Q3: 14,413 shares; 2025Q4: 13,390 shares; 2026Q1: 13,493 shares 13,493 $770K 0.03% +103 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 18,236 shares; 2025Q1: 19,282 shares; 2025Q2: 19,296 shares; 2025Q3: 19,300 shares; 2025Q4: 19,313 shares; 2026Q1: 19,315 shares 19,315 $769K 0.03% +2 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,366 shares; 2025Q2: 5,876 shares; 2025Q3: 8,892 shares; 2025Q4: 10,611 shares; 2026Q1: 10,110 shares 10,110 $766K 0.03% -501 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 81 shares; 2025Q1: 202 shares; 2025Q2: 223 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 181 shares 181 $761K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,716 shares; 2025Q3: 2,021 shares; 2025Q4: 2,209 shares; 2026Q1: 2,387 shares 2,387 $759K 0.03% +178 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: 503 shares; 2024Q4: 496 shares; 2025Q1: 515 shares; 2025Q2: 12,109 shares; 2025Q3: 31,683 shares; 2025Q4: 8,854 shares; 2026Q1: 8,203 shares 8,203 $757K 0.03% -651 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 15,952 shares; 2025Q1: 11,320 shares; 2025Q2: 17,220 shares; 2025Q3: 17,065 shares; 2025Q4: 15,755 shares; 2026Q1: 14,393 shares 14,393 $756K 0.03% -1,362 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: 5,441 shares; 2024Q4: 4,463 shares; 2025Q1: 4,245 shares; 2025Q2: 6,734 shares; 2025Q3: 12,039 shares; 2025Q4: 14,067 shares; 2026Q1: 15,045 shares 15,045 $753K 0.03% +978 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 15,096 shares; 2025Q1: 15,431 shares; 2025Q2: 23,442 shares; 2025Q3: 26,723 shares; 2025Q4: 28,908 shares; 2026Q1: 32,184 shares 32,184 $739K 0.02% +3,276 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: not reported; 2025Q1: 11,768 shares; 2025Q2: 14,112 shares; 2025Q3: 15,560 shares; 2025Q4: 15,118 shares; 2026Q1: 13,350 shares 13,350 $737K 0.02% -1,768 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,689 shares; 2025Q4: not reported; 2026Q1: 5,145 shares 5,145 $736K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,193 shares; 2026Q1: 8,076 shares 8,076 $735K 0.02% -117 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,351 shares; 2026Q1: 66,915 shares 66,915 $735K 0.02% +44,564 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 3,442 shares; 2025Q1: not reported; 2025Q2: 8,031 shares; 2025Q3: 7,797 shares; 2025Q4: 10,012 shares; 2026Q1: 10,160 shares 10,160 $732K 0.02% +148 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $731K 0.02% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,263 shares; 2025Q1: 9,374 shares; 2025Q2: 9,385 shares; 2025Q3: 9,399 shares; 2025Q4: 9,413 shares; 2026Q1: 8,949 shares 8,949 $731K 0.02% -464 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,482 shares 7,482 $729K 0.02% new 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 reported; 2024Q4: 19,812 shares; 2025Q1: 23,661 shares; 2025Q2: 23,066 shares; 2025Q3: 23,151 shares; 2025Q4: 24,008 shares; 2026Q1: 26,924 shares 26,924 $727K 0.02% +2,916 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,365 shares; 2024Q4: 21,791 shares; 2025Q1: 41,653 shares; 2025Q2: 46,892 shares; 2025Q3: 43,922 shares; 2025Q4: 44,405 shares; 2026Q1: 42,759 shares 42,759 $726K 0.02% -1,646 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,136 shares; 2025Q4: not reported; 2026Q1: 10,276 shares 10,276 $714K 0.02% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,147 shares; 2025Q1: 8,986 shares; 2025Q2: 7,683 shares; 2025Q3: 7,691 shares; 2025Q4: 10,854 shares; 2026Q1: 11,832 shares 11,832 $711K 0.02% +978 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 22,072 shares; 2025Q1: 27,929 shares; 2025Q2: 28,604 shares; 2025Q3: 28,019 shares; 2025Q4: 27,456 shares; 2026Q1: 25,673 shares 25,673 $710K 0.02% -1,783 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196 shares 2,196 $709K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,647 shares; 2025Q1: 5,147 shares; 2025Q2: 5,429 shares; 2025Q3: 5,823 shares; 2025Q4: 5,266 shares; 2026Q1: 5,204 shares 5,204 $708K 0.02% -62 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,561 shares; 2025Q1: 5,444 shares; 2025Q2: 5,466 shares; 2025Q3: 5,488 shares; 2025Q4: 5,686 shares; 2026Q1: 5,560 shares 5,560 $708K 0.02% -126 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: 15,305 shares; 2024Q4: 14,647 shares; 2025Q1: 16,082 shares; 2025Q2: 19,823 shares; 2025Q3: 19,715 shares; 2025Q4: 23,023 shares; 2026Q1: 23,516 shares 23,516 $707K 0.02% +493 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: 50,922 shares; 2024Q4: 38,959 shares; 2025Q1: 124,015 shares; 2025Q2: 46,440 shares; 2025Q3: 22,516 shares; 2025Q4: 20,522 shares; 2026Q1: 14,009 shares 14,009 $705K 0.02% -6,513 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 9,069 shares; 2025Q3: 9,126 shares; 2025Q4: 9,000 shares; 2026Q1: 9,083 shares 9,083 $701K 0.02% +83 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 709 shares; 2025Q1: 1,753 shares; 2025Q2: 1,584 shares; 2025Q3: 1,487 shares; 2025Q4: 1,323 shares; 2026Q1: 1,565 shares 1,565 $699K 0.02% +242 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 reported; 2024Q4: not reported; 2025Q1: 19,526 shares; 2025Q2: 21,113 shares; 2025Q3: 17,145 shares; 2025Q4: 13,596 shares; 2026Q1: 13,915 shares 13,915 $690K 0.02% +319 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,864 shares; 2025Q2: 11,343 shares; 2025Q3: not reported; 2025Q4: 12,287 shares; 2026Q1: 26,174 shares 26,174 $688K 0.02% +13,887 Timeline PNQI 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: 15,514 shares; 2024Q4: 15,369 shares; 2025Q1: 17,169 shares; 2025Q2: 15,975 shares; 2025Q3: 15,747 shares; 2025Q4: 15,443 shares; 2026Q1: 15,148 shares 15,148 $678K 0.02% -295 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,415 shares; 2025Q2: 9,406 shares; 2025Q3: 8,537 shares; 2025Q4: 8,613 shares; 2026Q1: 8,424 shares 8,424 $675K 0.02% -189 Timeline REGL 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: 7,141 shares; 2024Q4: 7,256 shares; 2025Q1: 9,523 shares; 2025Q2: 10,290 shares; 2025Q3: 10,792 shares; 2025Q4: 9,156 shares; 2026Q1: 7,801 shares 7,801 $674K 0.02% -1,355 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,364 shares; 2025Q3: 2,699 shares; 2025Q4: 2,990 shares; 2026Q1: 3,203 shares 3,203 $670K 0.02% +213 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,440 shares; 2025Q2: 49,450 shares; 2025Q3: 49,211 shares; 2025Q4: 47,861 shares; 2026Q1: 50,516 shares 50,516 $661K 0.02% +2,655 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,291 shares; 2025Q1: 4,923 shares; 2025Q2: 4,227 shares; 2025Q3: 4,281 shares; 2025Q4: 3,961 shares; 2026Q1: 3,787 shares 3,787 $661K 0.02% -174 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 627 shares; 2025Q1: 963 shares; 2025Q2: 997 shares; 2025Q3: 911 shares; 2025Q4: not reported; 2026Q1: 855 shares 855 $661K 0.02% new Timeline PSL 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: 4,858 shares; 2024Q4: 4,433 shares; 2025Q1: 4,452 shares; 2025Q2: 4,389 shares; 2025Q3: 8,543 shares; 2025Q4: 6,112 shares; 2026Q1: 6,077 shares 6,077 $660K 0.02% -35 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,668 shares; 2025Q2: 14,608 shares; 2025Q3: 10,288 shares; 2025Q4: 9,598 shares; 2026Q1: 8,614 shares 8,614 $653K 0.02% -984 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,681 shares; 2025Q2: 4,831 shares; 2025Q3: 4,973 shares; 2025Q4: 4,949 shares; 2026Q1: 4,963 shares 4,963 $651K 0.02% +14 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 22,346 shares; 2025Q1: not reported; 2025Q2: 21,978 shares; 2025Q3: 21,005 shares; 2025Q4: 26,677 shares; 2026Q1: 28,500 shares 28,500 $643K 0.02% +1,823 Timeline FMHI 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: 7,764 shares; 2024Q4: 8,236 shares; 2025Q1: not reported; 2025Q2: 13,138 shares; 2025Q3: 13,700 shares; 2025Q4: 14,802 shares; 2026Q1: 13,516 shares 13,516 $643K 0.02% -1,286 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,104 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,139 shares; 2026Q1: 2,126 shares 2,126 $642K 0.02% -13 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 3,581 shares; 2025Q2: 3,913 shares; 2025Q3: 4,342 shares; 2025Q4: 4,559 shares; 2026Q1: 4,992 shares 4,992 $640K 0.02% +433 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: 3,025 shares; 2025Q3: 3,630 shares; 2025Q4: 3,317 shares; 2026Q1: 6,664 shares 6,664 $640K 0.02% +3,347 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,678 shares; 2025Q2: 12,336 shares; 2025Q3: 13,078 shares; 2025Q4: 13,326 shares; 2026Q1: 14,046 shares 14,046 $639K 0.02% +720 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 449 shares; 2025Q1: 738 shares; 2025Q2: 787 shares; 2025Q3: 983 shares; 2025Q4: 1,270 shares; 2026Q1: 1,489 shares 1,489 $633K 0.02% +219 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,587 shares; 2025Q2: 5,041 shares; 2025Q3: 5,745 shares; 2025Q4: 8,890 shares; 2026Q1: 9,573 shares 9,573 $632K 0.02% +683 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 3,585 shares; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 6,654 shares; 2025Q4: 4,114 shares; 2026Q1: 2,236 shares 2,236 $630K 0.02% -1,878 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,489 shares; 2025Q3: 31,886 shares; 2025Q4: 31,785 shares; 2026Q1: 31,898 shares 31,898 $629K 0.02% +113 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,395 shares; 2026Q1: 36,346 shares 36,346 $629K 0.02% +6,951 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 991 shares; 2025Q1: 1,204 shares; 2025Q2: 1,244 shares; 2025Q3: 1,828 shares; 2025Q4: 1,863 shares; 2026Q1: 1,938 shares 1,938 $626K 0.02% +75 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,131 shares; 2025Q1: 12,243 shares; 2025Q2: 13,385 shares; 2025Q3: 14,024 shares; 2025Q4: 14,159 shares; 2026Q1: 14,298 shares 14,298 $623K 0.02% +139 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 reported; 2024Q4: not reported; 2025Q1: 6,143 shares; 2025Q2: 6,635 shares; 2025Q3: 6,924 shares; 2025Q4: 6,665 shares; 2026Q1: 6,883 shares 6,883 $620K 0.02% +218 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,501 shares; 2025Q3: 40,646 shares; 2025Q4: 39,746 shares; 2026Q1: 39,146 shares 39,146 $620K 0.02% -600 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: 3,310 shares; 2024Q4: 3,313 shares; 2025Q1: 3,243 shares; 2025Q2: 3,518 shares; 2025Q3: 3,438 shares; 2025Q4: 3,440 shares; 2026Q1: 3,442 shares 3,442 $613K 0.02% +2 Timeline RPG 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: 12,073 shares; 2024Q4: 21,640 shares; 2025Q1: 11,340 shares; 2025Q2: 27,632 shares; 2025Q3: 46,383 shares; 2025Q4: 44,227 shares; 2026Q1: 12,963 shares 12,963 $606K 0.02% -31,264 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,420 shares; 2025Q4: 4,990 shares; 2026Q1: 5,500 shares 5,500 $601K 0.02% +510 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,699 shares; 2025Q1: 3,444 shares; 2025Q2: 3,484 shares; 2025Q3: 3,812 shares; 2025Q4: 3,745 shares; 2026Q1: 4,148 shares 4,148 $600K 0.02% +403 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 952 shares; 2025Q2: 1,680 shares; 2025Q3: 1,752 shares; 2025Q4: 1,838 shares; 2026Q1: 1,965 shares 1,965 $598K 0.02% +127 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,713 shares; 2025Q2: 3,745 shares; 2025Q3: 3,718 shares; 2025Q4: 3,269 shares; 2026Q1: 3,198 shares 3,198 $591K 0.02% -71 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,848 shares; 2025Q1: 3,726 shares; 2025Q2: 9,403 shares; 2025Q3: 9,402 shares; 2025Q4: 9,379 shares; 2026Q1: 9,372 shares 9,372 $590K 0.02% -7 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,152 shares; 2026Q1: 7,682 shares 7,682 $585K 0.02% -470 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $583K 0.02% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: 6,043 shares; 2025Q1: 7,301 shares; 2025Q2: 7,092 shares; 2025Q3: 8,513 shares; 2025Q4: 9,072 shares; 2026Q1: 9,495 shares 9,495 $574K 0.02% +423 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,989 shares; 2025Q4: 3,489 shares; 2026Q1: 3,650 shares 3,650 $564K 0.02% +161 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 5,083 shares; 2025Q1: 8,481 shares; 2025Q2: 7,609 shares; 2025Q3: 7,480 shares; 2025Q4: 7,746 shares; 2026Q1: 7,700 shares 7,700 $552K 0.02% -46 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,519 shares 6,519 $551K 0.02% new 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: 10,595 shares; 2024Q4: 5,727 shares; 2025Q1: 5,839 shares; 2025Q2: 11,234 shares; 2025Q3: 9,230 shares; 2025Q4: 8,343 shares; 2026Q1: 8,448 shares 8,448 $550K 0.02% +105 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 724 shares; 2025Q3: 1,743 shares; 2025Q4: 2,491 shares; 2026Q1: 1,366 shares 1,366 $544K 0.02% -1,125 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,371 shares 7,371 $542K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 10,956 shares; 2025Q2: 10,703 shares; 2025Q3: 11,598 shares; 2025Q4: 11,310 shares; 2026Q1: 11,097 shares 11,097 $537K 0.02% -213 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 16,025 shares; 2025Q1: 19,008 shares; 2025Q2: 21,385 shares; 2025Q3: 18,446 shares; 2025Q4: 16,661 shares; 2026Q1: 13,372 shares 13,372 $537K 0.02% -3,289 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,308 shares; 2025Q4: 4,969 shares; 2026Q1: 6,251 shares 6,251 $530K 0.02% +1,282 Timeline