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: 2,519,669 shares; 2024Q4: 2,569,716 shares; 2025Q1: 2,404,075 shares; 2025Q2: 2,558,681 shares; 2025Q3: 2,652,334 shares; 2025Q4: 2,829,676 shares; 2026Q1: 3,156,209 shares 3,156,209 $801M 3.03% +326,533 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,165 shares; 2024Q4: 608,130 shares; 2025Q1: 604,387 shares; 2025Q2: 613,081 shares; 2025Q3: 613,629 shares; 2025Q4: 619,041 shares; 2026Q1: 603,127 shares 603,127 $540M 2.04% -15,914 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: 2,464,845 shares; 2024Q4: 2,839,994 shares; 2025Q1: 2,584,616 shares; 2025Q2: 2,715,857 shares; 2025Q3: 2,815,090 shares; 2025Q4: 2,953,224 shares; 2026Q1: 3,082,088 shares 3,082,088 $538M 2.03% +128,864 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609,816 shares; 2024Q4: 677,332 shares; 2025Q1: 628,358 shares; 2025Q2: 733,125 shares; 2025Q3: 660,367 shares; 2025Q4: 694,671 shares; 2026Q1: 755,209 shares 755,209 $493M 1.87% +60,538 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: 590,690 shares; 2024Q4: 623,191 shares; 2025Q1: 583,566 shares; 2025Q2: 630,939 shares; 2025Q3: 624,727 shares; 2025Q4: 675,125 shares; 2026Q1: 818,009 shares 818,009 $472M 1.79% +142,884 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863,082 shares; 2024Q4: 823,027 shares; 2025Q1: 791,390 shares; 2025Q2: 805,453 shares; 2025Q3: 896,117 shares; 2025Q4: 969,065 shares; 2026Q1: 1,061,804 shares 1,061,804 $393M 1.49% +92,739 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: 470,954 shares; 2024Q4: 488,425 shares; 2025Q1: 446,643 shares; 2025Q2: 453,503 shares; 2025Q3: 461,854 shares; 2025Q4: 508,077 shares; 2026Q1: 550,433 shares 550,433 $358M 1.36% +42,356 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: 1,304,971 shares; 2024Q4: 1,264,608 shares; 2025Q1: 1,215,503 shares; 2025Q2: 1,302,223 shares; 2025Q3: 1,367,416 shares; 2025Q4: 1,466,197 shares; 2026Q1: 1,627,419 shares 1,627,419 $339M 1.28% +161,222 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,981 shares; 2024Q4: 534,551 shares; 2025Q1: 587,897 shares; 2025Q2: 457,689 shares; 2025Q3: 417,816 shares; 2025Q4: 445,834 shares; 2026Q1: 507,917 shares 507,917 $304M 1.15% +62,083 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,244 shares; 2024Q4: 464,960 shares; 2025Q1: 455,226 shares; 2025Q2: 507,886 shares; 2025Q3: 505,191 shares; 2025Q4: 574,349 shares; 2026Q1: 632,054 shares 632,054 $276M 1.05% +57,705 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: 3,000,888 shares; 2024Q4: 3,697,300 shares; 2025Q1: 3,683,059 shares; 2025Q2: 4,344,269 shares; 2025Q3: 4,418,723 shares; 2025Q4: 5,096,745 shares; 2026Q1: 5,857,420 shares 5,857,420 $249M 0.94% +760,675 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710,775 shares; 2024Q4: 672,659 shares; 2025Q1: 529,748 shares; 2025Q2: 572,106 shares; 2025Q3: 527,549 shares; 2025Q4: 572,413 shares; 2026Q1: 740,108 shares 740,108 $237M 0.9% +167,695 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: 518,084 shares; 2024Q4: 420,484 shares; 2025Q1: 397,851 shares; 2025Q2: 436,672 shares; 2025Q3: 477,611 shares; 2025Q4: 449,537 shares; 2026Q1: 487,192 shares 487,192 $233M 0.88% +37,655 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: 618,470 shares; 2024Q4: 570,829 shares; 2025Q1: 536,904 shares; 2025Q2: 571,281 shares; 2025Q3: 655,261 shares; 2025Q4: 725,595 shares; 2026Q1: 715,285 shares 715,285 $206M 0.78% -10,310 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: 2,526,165 shares; 2024Q4: 2,572,894 shares; 2025Q1: 2,526,316 shares; 2025Q2: 2,622,035 shares; 2025Q3: 2,641,758 shares; 2025Q4: 2,756,341 shares; 2026Q1: 2,885,091 shares 2,885,091 $197M 0.75% +128,750 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901,424 shares; 2024Q4: 971,452 shares; 2025Q1: 842,445 shares; 2025Q2: 797,777 shares; 2025Q3: 792,300 shares; 2025Q4: 931,476 shares; 2026Q1: 966,359 shares 966,359 $190M 0.72% +34,883 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: 648,854 shares; 2024Q4: 505,622 shares; 2025Q1: 516,789 shares; 2025Q2: 539,478 shares; 2025Q3: 580,314 shares; 2025Q4: 579,771 shares; 2026Q1: 658,110 shares 658,110 $189M 0.71% +78,339 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016,691 shares; 2024Q4: 1,006,578 shares; 2025Q1: 968,903 shares; 2025Q2: 1,061,435 shares; 2025Q3: 1,072,883 shares; 2025Q4: 1,095,800 shares; 2026Q1: 1,260,883 shares 1,260,883 $187M 0.71% +165,083 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: 232,645 shares; 2024Q4: 251,933 shares; 2025Q1: 290,454 shares; 2025Q2: 318,386 shares; 2025Q3: 361,542 shares; 2025Q4: 381,799 shares; 2026Q1: 427,919 shares 427,919 $184M 0.7% +46,120 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869,497 shares; 2024Q4: 3,072,896 shares; 2025Q1: 3,303,076 shares; 2025Q2: 3,369,590 shares; 2025Q3: 3,253,106 shares; 2025Q4: 3,674,421 shares; 2026Q1: 3,966,524 shares 3,966,524 $181M 0.68% +292,103 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: 636,355 shares; 2024Q4: 524,974 shares; 2025Q1: 483,827 shares; 2025Q2: 479,817 shares; 2025Q3: 527,482 shares; 2025Q4: 539,571 shares; 2026Q1: 571,772 shares 571,772 $168M 0.64% +32,201 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: 995,053 shares; 2024Q4: 1,264,166 shares; 2025Q1: 1,755,425 shares; 2025Q2: 2,086,034 shares; 2025Q3: 2,205,095 shares; 2025Q4: 2,688,788 shares; 2026Q1: 3,217,418 shares 3,217,418 $162M 0.61% +528,630 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,467 shares; 2024Q4: 163,946 shares; 2025Q1: 160,397 shares; 2025Q2: 166,388 shares; 2025Q3: 184,950 shares; 2025Q4: 202,090 shares; 2026Q1: 219,586 shares 219,586 $156M 0.59% +17,496 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: 272,987 shares; 2024Q4: 346,591 shares; 2025Q1: 296,201 shares; 2025Q2: 322,697 shares; 2025Q3: 342,683 shares; 2025Q4: 394,855 shares; 2026Q1: 482,379 shares 482,379 $149M 0.57% +87,524 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,423 shares; 2024Q4: 468,275 shares; 2025Q1: 1,097,753 shares; 2025Q2: 1,980,290 shares; 2025Q3: 2,436,818 shares; 2025Q4: 3,003,617 shares; 2026Q1: 3,987,513 shares 3,987,513 $148M 0.56% +983,896 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: 741,366 shares; 2024Q4: 689,559 shares; 2025Q1: 569,488 shares; 2025Q2: 639,139 shares; 2025Q3: 609,381 shares; 2025Q4: 650,932 shares; 2026Q1: 781,910 shares 781,910 $133M 0.5% +130,978 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,151 shares; 2024Q4: 407,488 shares; 2025Q1: 395,984 shares; 2025Q2: 351,636 shares; 2025Q3: 398,490 shares; 2025Q4: 541,017 shares; 2026Q1: 584,269 shares 584,269 $126M 0.48% +43,252 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: 1,805,123 shares; 2024Q4: 1,794,600 shares; 2025Q1: 1,828,246 shares; 2025Q2: 2,079,960 shares; 2025Q3: 2,258,833 shares; 2025Q4: 2,576,150 shares; 2026Q1: 3,021,423 shares 3,021,423 $121M 0.46% +445,273 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: 128,773 shares; 2024Q4: 143,121 shares; 2025Q1: 150,137 shares; 2025Q2: 144,614 shares; 2025Q3: 165,169 shares; 2025Q4: 191,019 shares; 2026Q1: 212,207 shares 212,207 $121M 0.46% +21,188 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: 811,728 shares; 2024Q4: 826,909 shares; 2025Q1: 401,905 shares; 2025Q2: 407,230 shares; 2025Q3: 608,799 shares; 2025Q4: 578,600 shares; 2026Q1: 610,240 shares 610,240 $117M 0.44% +31,640 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,538 shares; 2024Q4: 749,385 shares; 2025Q1: 738,134 shares; 2025Q2: 675,377 shares; 2025Q3: 851,538 shares; 2025Q4: 869,454 shares; 2026Q1: 936,866 shares 936,866 $116M 0.44% +67,412 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,553 shares; 2024Q4: 82,920 shares; 2025Q1: 84,220 shares; 2025Q2: 85,380 shares; 2025Q3: 90,318 shares; 2025Q4: 108,124 shares; 2026Q1: 122,730 shares 122,730 $113M 0.43% +14,606 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: 69,020 shares; 2024Q4: 74,864 shares; 2025Q1: 71,722 shares; 2025Q2: 75,942 shares; 2025Q3: 95,043 shares; 2025Q4: 104,328 shares; 2026Q1: 113,154 shares 113,154 $113M 0.43% +8,826 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: 1,613,638 shares; 2024Q4: 1,779,211 shares; 2025Q1: 1,588,281 shares; 2025Q2: 1,592,233 shares; 2025Q3: 1,558,485 shares; 2025Q4: 1,645,618 shares; 2026Q1: 1,729,166 shares 1,729,166 $108M 0.41% +83,548 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574,832 shares; 2024Q4: 4,671,268 shares; 2025Q1: 3,272,557 shares; 2025Q2: 2,675,988 shares; 2025Q3: 3,446,198 shares; 2025Q4: 3,396,225 shares; 2026Q1: 3,523,127 shares 3,523,127 $108M 0.41% +126,902 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: 243,559 shares; 2024Q4: 251,432 shares; 2025Q1: 232,161 shares; 2025Q2: 246,514 shares; 2025Q3: 246,214 shares; 2025Q4: 260,508 shares; 2026Q1: 289,105 shares 289,105 $107M 0.41% +28,597 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,018 shares; 2024Q4: 268,106 shares; 2025Q1: 273,038 shares; 2025Q2: 305,492 shares; 2025Q3: 320,962 shares; 2025Q4: 333,407 shares; 2026Q1: 365,964 shares 365,964 $105M 0.4% +32,557 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: 1,087,965 shares; 2024Q4: 1,321,467 shares; 2025Q1: 1,493,777 shares; 2025Q2: 1,785,759 shares; 2025Q3: 1,906,294 shares; 2025Q4: 1,980,485 shares; 2026Q1: 1,839,578 shares 1,839,578 $104M 0.39% -140,907 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,043 shares; 2024Q4: 334,387 shares; 2025Q1: 281,716 shares; 2025Q2: 299,003 shares; 2025Q3: 358,865 shares; 2025Q4: 400,516 shares; 2026Q1: 424,980 shares 424,980 $104M 0.39% +24,464 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048,769 shares; 2024Q4: 1,126,138 shares; 2025Q1: 266,902 shares; 2025Q2: 337,892 shares; 2025Q3: 1,238,268 shares; 2025Q4: 1,282,232 shares; 2026Q1: 1,406,434 shares 1,406,434 $104M 0.39% +124,202 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: 930,143 shares; 2024Q4: 1,296,762 shares; 2025Q1: 839,160 shares; 2025Q2: 1,356,350 shares; 2025Q3: 1,295,700 shares; 2025Q4: 1,127,022 shares; 2026Q1: 2,009,823 shares 2,009,823 $101M 0.38% +882,801 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169,357 shares; 2024Q4: 1,040,297 shares; 2025Q1: 772,772 shares; 2025Q2: 641,260 shares; 2025Q3: 690,742 shares; 2025Q4: 698,563 shares; 2026Q1: 793,097 shares 793,097 $98.6M 0.37% +94,534 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073,768 shares; 2024Q4: 1,125,334 shares; 2025Q1: 1,070,356 shares; 2025Q2: 1,142,837 shares; 2025Q3: 1,196,496 shares; 2025Q4: 1,383,454 shares; 2026Q1: 1,535,055 shares 1,535,055 $98.4M 0.37% +151,601 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598,017 shares; 2024Q4: 658,404 shares; 2025Q1: 634,418 shares; 2025Q2: 710,137 shares; 2025Q3: 689,623 shares; 2025Q4: 775,929 shares; 2026Q1: 859,413 shares 859,413 $97.2M 0.37% +83,484 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: 1,814,452 shares; 2024Q4: 2,124,373 shares; 2025Q1: 1,871,794 shares; 2025Q2: 1,983,445 shares; 2025Q3: 2,180,073 shares; 2025Q4: 2,172,109 shares; 2026Q1: 2,462,633 shares 2,462,633 $95.7M 0.36% +290,524 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: 354,769 shares; 2024Q4: 347,162 shares; 2025Q1: 338,655 shares; 2025Q2: 351,326 shares; 2025Q3: 391,614 shares; 2025Q4: 410,867 shares; 2026Q1: 431,581 shares 431,581 $93.9M 0.36% +20,714 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: 381,561 shares; 2024Q4: 378,563 shares; 2025Q1: 321,511 shares; 2025Q2: 339,865 shares; 2025Q3: 332,670 shares; 2025Q4: 670,020 shares; 2026Q1: 699,988 shares 699,988 $93M 0.35% +29,968 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,132 shares; 2024Q4: 351,433 shares; 2025Q1: 362,246 shares; 2025Q2: 398,674 shares; 2025Q3: 384,824 shares; 2025Q4: 446,419 shares; 2026Q1: 495,359 shares 495,359 $89.9M 0.34% +48,940 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: 178,290 shares; 2024Q4: 199,023 shares; 2025Q1: 238,619 shares; 2025Q2: 280,796 shares; 2025Q3: 299,811 shares; 2025Q4: 352,972 shares; 2026Q1: 890,824 shares 890,824 $89.7M 0.34% +537,852 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,843 shares; 2024Q4: 173,563 shares; 2025Q1: 141,118 shares; 2025Q2: 151,533 shares; 2025Q3: 175,583 shares; 2025Q4: 202,918 shares; 2026Q1: 205,098 shares 205,098 $87.5M 0.33% +2,180 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,246 shares; 2024Q4: 382,903 shares; 2025Q1: 352,034 shares; 2025Q2: 345,474 shares; 2025Q3: 419,556 shares; 2025Q4: 449,860 shares; 2026Q1: 604,511 shares 604,511 $87.3M 0.33% +154,651 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: 547,809 shares; 2024Q4: 571,071 shares; 2025Q1: 541,903 shares; 2025Q2: 534,579 shares; 2025Q3: 550,293 shares; 2025Q4: 727,584 shares; 2026Q1: 443,371 shares 443,371 $85M 0.32% -284,213 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788,758 shares; 2024Q4: 1,893,924 shares; 2025Q1: 1,736,361 shares; 2025Q2: 1,869,946 shares; 2025Q3: 3,208,731 shares; 2025Q4: 3,220,487 shares; 2026Q1: 2,506,065 shares 2,506,065 $84.6M 0.32% -714,422 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: 987,510 shares; 2024Q4: 1,011,062 shares; 2025Q1: 1,135,197 shares; 2025Q2: 1,177,549 shares; 2025Q3: 1,219,845 shares; 2025Q4: 1,177,467 shares; 2026Q1: 1,102,261 shares 1,102,261 $84.4M 0.32% -75,206 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: 618,564 shares; 2024Q4: 634,301 shares; 2025Q1: 565,876 shares; 2025Q2: 608,977 shares; 2025Q3: 621,475 shares; 2025Q4: 745,120 shares; 2026Q1: 861,028 shares 861,028 $84.3M 0.32% +115,908 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,924 shares; 2024Q4: 401,937 shares; 2025Q1: 405,618 shares; 2025Q2: 349,692 shares; 2025Q3: 343,373 shares; 2025Q4: 350,736 shares; 2026Q1: 386,520 shares 386,520 $81.6M 0.31% +35,784 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697,043 shares; 2024Q4: 739,167 shares; 2025Q1: 642,495 shares; 2025Q2: 677,410 shares; 2025Q3: 733,608 shares; 2025Q4: 797,439 shares; 2026Q1: 876,033 shares 876,033 $79.3M 0.3% +78,594 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: 246,198 shares; 2024Q4: 204,441 shares; 2025Q1: 196,123 shares; 2025Q2: 199,512 shares; 2025Q3: 227,586 shares; 2025Q4: 250,979 shares; 2026Q1: 253,995 shares 253,995 $76.8M 0.29% +3,016 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,226 shares; 2024Q4: 118,273 shares; 2025Q1: 115,449 shares; 2025Q2: 113,616 shares; 2025Q3: 157,558 shares; 2025Q4: 209,278 shares; 2026Q1: 218,422 shares 218,422 $73.8M 0.28% +9,144 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,411 shares; 2024Q4: 227,519 shares; 2025Q1: 200,965 shares; 2025Q2: 206,386 shares; 2025Q3: 201,881 shares; 2025Q4: 210,019 shares; 2026Q1: 279,931 shares 279,931 $73.3M 0.28% +69,912 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: 56,775 shares; 2024Q4: 65,286 shares; 2025Q1: 62,750 shares; 2025Q2: 64,289 shares; 2025Q3: 73,070 shares; 2025Q4: 79,628 shares; 2026Q1: 85,820 shares 85,820 $72.6M 0.27% +6,192 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,873 shares; 2024Q4: 154,380 shares; 2025Q1: 158,418 shares; 2025Q2: 160,742 shares; 2025Q3: 169,026 shares; 2025Q4: 194,047 shares; 2026Q1: 211,175 shares 211,175 $71.3M 0.27% +17,128 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,012 shares; 2024Q4: 316,907 shares; 2025Q1: 295,875 shares; 2025Q2: 307,339 shares; 2025Q3: 314,683 shares; 2025Q4: 326,405 shares; 2026Q1: 343,030 shares 343,030 $71M 0.27% +16,625 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: 64,628 shares; 2024Q4: 77,528 shares; 2025Q1: 72,725 shares; 2025Q2: 74,910 shares; 2025Q3: 78,421 shares; 2025Q4: 81,807 shares; 2026Q1: 100,052 shares 100,052 $69.8M 0.26% +18,245 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: 691,830 shares; 2024Q4: 775,831 shares; 2025Q1: 843,690 shares; 2025Q2: 963,763 shares; 2025Q3: 1,089,958 shares; 2025Q4: 1,148,691 shares; 2026Q1: 1,249,605 shares 1,249,605 $69.4M 0.26% +100,914 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,827 shares; 2024Q4: 2,322,893 shares; 2025Q1: 2,369,371 shares; 2025Q2: 2,109,063 shares; 2025Q3: 1,821,437 shares; 2025Q4: 2,112,917 shares; 2026Q1: 2,375,619 shares 2,375,619 $69.2M 0.26% +262,702 Timeline FMDE 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: 51,437 shares; 2024Q4: 52,622 shares; 2025Q1: 991,930 shares; 2025Q2: 1,223,407 shares; 2025Q3: 1,297,418 shares; 2025Q4: 1,525,235 shares; 2026Q1: 1,901,836 shares 1,901,836 $68.4M 0.26% +376,601 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,778 shares; 2024Q4: 146,594 shares; 2025Q1: 136,274 shares; 2025Q2: 142,276 shares; 2025Q3: 169,442 shares; 2025Q4: 195,733 shares; 2026Q1: 219,241 shares 219,241 $68.1M 0.26% +23,508 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: 471,952 shares; 2024Q4: 520,499 shares; 2025Q1: 513,354 shares; 2025Q2: 615,506 shares; 2025Q3: 568,052 shares; 2025Q4: 766,564 shares; 2026Q1: 770,424 shares 770,424 $67.7M 0.26% +3,860 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: 122,417 shares; 2024Q4: 129,520 shares; 2025Q1: 141,120 shares; 2025Q2: 145,103 shares; 2025Q3: 166,061 shares; 2025Q4: 171,376 shares; 2026Q1: 187,776 shares 187,776 $67.2M 0.25% +16,400 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: 281,363 shares; 2024Q4: 402,878 shares; 2025Q1: 489,553 shares; 2025Q2: 551,559 shares; 2025Q3: 580,107 shares; 2025Q4: 618,766 shares; 2026Q1: 599,696 shares 599,696 $66.4M 0.25% -19,070 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: 965,710 shares; 2024Q4: 1,064,652 shares; 2025Q1: 1,269,114 shares; 2025Q2: 1,305,901 shares; 2025Q3: 1,399,054 shares; 2025Q4: 1,572,429 shares; 2026Q1: 1,659,688 shares 1,659,688 $65.4M 0.25% +87,259 Timeline FQAL 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: 500,474 shares; 2024Q4: 540,878 shares; 2025Q1: 555,932 shares; 2025Q2: 608,828 shares; 2025Q3: 633,349 shares; 2025Q4: 673,383 shares; 2026Q1: 899,808 shares 899,808 $65.3M 0.25% +226,425 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445,676 shares; 2024Q4: 1,365,948 shares; 2025Q1: 953,012 shares; 2025Q2: 814,600 shares; 2025Q3: 853,123 shares; 2025Q4: 981,437 shares; 2026Q1: 943,599 shares 943,599 $63.7M 0.24% -37,838 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: 306,976 shares; 2024Q4: 223,121 shares; 2025Q1: 227,626 shares; 2025Q2: 230,872 shares; 2025Q3: 277,375 shares; 2025Q4: 287,672 shares; 2026Q1: 325,804 shares 325,804 $62.8M 0.24% +38,132 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: 200,764 shares; 2024Q4: 199,698 shares; 2025Q1: 177,653 shares; 2025Q2: 191,783 shares; 2025Q3: 208,894 shares; 2025Q4: 252,396 shares; 2026Q1: 263,368 shares 263,368 $62.6M 0.24% +10,972 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: 46,102 shares; 2024Q4: 48,391 shares; 2025Q1: 43,695 shares; 2025Q2: 46,070 shares; 2025Q3: 47,649 shares; 2025Q4: 575,257 shares; 2026Q1: 641,150 shares 641,150 $61.6M 0.23% +65,893 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,533 shares; 2024Q4: 408,465 shares; 2025Q1: 440,814 shares; 2025Q2: 476,794 shares; 2025Q3: 631,314 shares; 2025Q4: 954,400 shares; 2026Q1: 1,307,934 shares 1,307,934 $60.7M 0.23% +353,534 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,946 shares; 2024Q4: 383,189 shares; 2025Q1: 371,116 shares; 2025Q2: 512,529 shares; 2025Q3: 463,919 shares; 2025Q4: 538,966 shares; 2026Q1: 609,012 shares 609,012 $60.5M 0.23% +70,046 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,755 shares; 2024Q4: 355,392 shares; 2025Q1: 371,094 shares; 2025Q2: 560,055 shares; 2025Q3: 666,060 shares; 2025Q4: 923,778 shares; 2026Q1: 1,077,418 shares 1,077,418 $59.5M 0.23% +153,640 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: 727,412 shares; 2024Q4: 684,695 shares; 2025Q1: 1,335,826 shares; 2025Q2: 1,292,860 shares; 2025Q3: 1,225,114 shares; 2025Q4: 1,318,414 shares; 2026Q1: 1,281,107 shares 1,281,107 $59.2M 0.22% -37,307 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,041 shares; 2024Q4: 390,695 shares; 2025Q1: 365,241 shares; 2025Q2: 364,809 shares; 2025Q3: 354,327 shares; 2025Q4: 360,661 shares; 2026Q1: 414,259 shares 414,259 $59M 0.22% +53,598 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,976 shares; 2024Q4: 151,076 shares; 2025Q1: 139,533 shares; 2025Q2: 144,610 shares; 2025Q3: 154,591 shares; 2025Q4: 166,498 shares; 2026Q1: 178,903 shares 178,903 $58.8M 0.22% +12,405 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,284 shares; 2024Q4: 91,852 shares; 2025Q1: 91,360 shares; 2025Q2: 87,027 shares; 2025Q3: 92,720 shares; 2025Q4: 96,777 shares; 2026Q1: 103,042 shares 103,042 $58M 0.22% +6,265 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,248 shares; 2024Q4: 190,886 shares; 2025Q1: 170,139 shares; 2025Q2: 199,538 shares; 2025Q3: 181,894 shares; 2025Q4: 187,553 shares; 2026Q1: 238,449 shares 238,449 $57.8M 0.22% +50,896 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: 1,047,847 shares; 2024Q4: 885,393 shares; 2025Q1: 840,238 shares; 2025Q2: 893,282 shares; 2025Q3: 1,068,488 shares; 2025Q4: 1,086,636 shares; 2026Q1: 1,150,804 shares 1,150,804 $57.8M 0.22% +64,168 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,044 shares; 2024Q4: 393,467 shares; 2025Q1: 478,191 shares; 2025Q2: 550,317 shares; 2025Q3: 623,052 shares; 2025Q4: 789,484 shares; 2026Q1: 1,517,007 shares 1,517,007 $56.9M 0.22% +727,523 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: 1,491,105 shares; 2024Q4: 307,958 shares; 2025Q1: 306,640 shares; 2025Q2: 401,987 shares; 2025Q3: 394,576 shares; 2025Q4: 685,366 shares; 2026Q1: 797,552 shares 797,552 $56M 0.21% +112,186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,499 shares; 2024Q4: 202,943 shares; 2025Q1: 182,294 shares; 2025Q2: 200,769 shares; 2025Q3: 267,952 shares; 2025Q4: 232,228 shares; 2026Q1: 224,815 shares 224,815 $55.8M 0.21% -7,413 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: 101,413 shares; 2024Q4: 99,308 shares; 2025Q1: 81,415 shares; 2025Q2: 81,032 shares; 2025Q3: 82,316 shares; 2025Q4: 79,724 shares; 2026Q1: 145,358 shares 145,358 $55.7M 0.21% +65,634 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314,686 shares; 2024Q4: 1,162,257 shares; 2025Q1: 1,141,114 shares; 2025Q2: 1,409,516 shares; 2025Q3: 1,576,743 shares; 2025Q4: 1,705,286 shares; 2026Q1: 1,954,595 shares 1,954,595 $54.9M 0.21% +249,309 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: 598,773 shares; 2024Q4: 506,871 shares; 2025Q1: 484,981 shares; 2025Q2: 493,703 shares; 2025Q3: 694,112 shares; 2025Q4: 680,531 shares; 2026Q1: 705,567 shares 705,567 $54.7M 0.21% +25,036 Timeline MGV 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: 299,634 shares; 2024Q4: 309,372 shares; 2025Q1: 308,701 shares; 2025Q2: 326,378 shares; 2025Q3: 331,349 shares; 2025Q4: 341,825 shares; 2026Q1: 374,801 shares 374,801 $54.3M 0.21% +32,976 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,804 shares; 2025Q4: 41,304 shares; 2026Q1: 2,978,504 shares 2,978,504 $54.2M 0.21% +2,937,200 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,249 shares; 2024Q4: 705,854 shares; 2025Q1: 672,732 shares; 2025Q2: 807,188 shares; 2025Q3: 1,080,283 shares; 2025Q4: 1,302,345 shares; 2026Q1: 1,573,552 shares 1,573,552 $54.1M 0.2% +271,207 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: 81,449 shares; 2024Q4: 145,228 shares; 2025Q1: 204,129 shares; 2025Q2: 311,325 shares; 2025Q3: 332,085 shares; 2025Q4: 428,682 shares; 2026Q1: 468,418 shares 468,418 $53.8M 0.2% +39,736 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: 658,576 shares; 2024Q4: 601,666 shares; 2025Q1: 553,554 shares; 2025Q2: 601,524 shares; 2025Q3: 597,209 shares; 2025Q4: 613,074 shares; 2026Q1: 748,532 shares 748,532 $53.1M 0.2% +135,458 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,694 shares; 2024Q4: 468,965 shares; 2025Q1: 473,880 shares; 2025Q2: 461,859 shares; 2025Q3: 531,429 shares; 2025Q4: 562,014 shares; 2026Q1: 592,810 shares 592,810 $52.3M 0.2% +30,796 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995,960 shares; 2024Q4: 727,176 shares; 2025Q1: 801,485 shares; 2025Q2: 868,346 shares; 2025Q3: 1,343,224 shares; 2025Q4: 1,410,915 shares; 2026Q1: 1,565,128 shares 1,565,128 $52.2M 0.2% +154,213 Timeline FFLG 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: 1,138,850 shares; 2024Q4: 1,213,206 shares; 2025Q1: 1,307,805 shares; 2025Q2: 1,522,434 shares; 2025Q3: 1,604,280 shares; 2025Q4: 1,687,498 shares; 2026Q1: 1,869,844 shares 1,869,844 $52M 0.2% +182,346 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786,926 shares; 2025Q3: 833,579 shares; 2025Q4: 909,428 shares; 2026Q1: 998,266 shares 998,266 $50.9M 0.19% +88,838 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101,114 shares; 2024Q4: 1,172,476 shares; 2025Q1: 1,097,258 shares; 2025Q2: 827,388 shares; 2025Q3: 785,898 shares; 2025Q4: 596,961 shares; 2026Q1: 659,613 shares 659,613 $50.9M 0.19% +62,652 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,416 shares; 2024Q4: 100,476 shares; 2025Q1: 141,432 shares; 2025Q2: 298,993 shares; 2025Q3: 458,117 shares; 2025Q4: 294,765 shares; 2026Q1: 966,218 shares 966,218 $50.8M 0.19% +671,453 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: 217,309 shares; 2024Q4: 289,270 shares; 2025Q1: 242,029 shares; 2025Q2: 263,013 shares; 2025Q3: 312,845 shares; 2025Q4: 316,259 shares; 2026Q1: 345,923 shares 345,923 $50.6M 0.19% +29,664 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: 172,101 shares; 2024Q4: 247,793 shares; 2025Q1: 322,331 shares; 2025Q2: 387,629 shares; 2025Q3: 401,435 shares; 2025Q4: 444,325 shares; 2026Q1: 868,008 shares 868,008 $50.5M 0.19% +423,683 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: 29,149 shares; 2024Q4: 62,452 shares; 2025Q1: 61,206 shares; 2025Q2: 105,987 shares; 2025Q3: 223,795 shares; 2025Q4: 503,214 shares; 2026Q1: 595,083 shares 595,083 $50.5M 0.19% +91,869 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791,060 shares; 2024Q4: 527,297 shares; 2025Q1: 505,213 shares; 2025Q2: 505,129 shares; 2025Q3: 573,332 shares; 2025Q4: 595,166 shares; 2026Q1: 652,315 shares 652,315 $49.6M 0.19% +57,149 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: 128,772 shares; 2024Q4: 1,451,077 shares; 2025Q1: 997,846 shares; 2025Q2: 1,418,276 shares; 2025Q3: 985,235 shares; 2025Q4: 964,590 shares; 2026Q1: 1,347,193 shares 1,347,193 $47.7M 0.18% +382,603 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: 238,248 shares; 2024Q4: 257,581 shares; 2025Q1: 250,572 shares; 2025Q2: 246,742 shares; 2025Q3: 313,622 shares; 2025Q4: 625,891 shares; 2026Q1: 767,322 shares 767,322 $47M 0.18% +141,431 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: 327,389 shares; 2024Q4: 222,919 shares; 2025Q1: 209,797 shares; 2025Q2: 214,840 shares; 2025Q3: 231,547 shares; 2025Q4: 270,352 shares; 2026Q1: 318,365 shares 318,365 $46.8M 0.18% +48,013 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: 802,319 shares; 2024Q4: 845,682 shares; 2025Q1: 864,632 shares; 2025Q2: 889,292 shares; 2025Q3: 902,498 shares; 2025Q4: 921,862 shares; 2026Q1: 912,023 shares 912,023 $46.3M 0.18% -9,839 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: 34,361 shares; 2024Q4: 37,874 shares; 2025Q1: 46,704 shares; 2025Q2: 68,966 shares; 2025Q3: 99,076 shares; 2025Q4: 871,242 shares; 2026Q1: 1,127,751 shares 1,127,751 $45.7M 0.17% +256,509 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: 450,404 shares; 2024Q4: 504,405 shares; 2025Q1: 476,822 shares; 2025Q2: 468,650 shares; 2025Q3: 551,480 shares; 2025Q4: 508,302 shares; 2026Q1: 490,873 shares 490,873 $45.6M 0.17% -17,429 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: 1,182,646 shares; 2024Q4: 1,251,244 shares; 2025Q1: 1,168,395 shares; 2025Q2: 1,267,079 shares; 2025Q3: 1,311,195 shares; 2025Q4: 1,429,970 shares; 2026Q1: 1,566,553 shares 1,566,553 $45.4M 0.17% +136,583 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,332 shares; 2024Q4: 604,237 shares; 2025Q1: 388,531 shares; 2025Q2: 428,340 shares; 2025Q3: 670,230 shares; 2025Q4: 804,979 shares; 2026Q1: 839,700 shares 839,700 $45.4M 0.17% +34,721 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: 371,475 shares; 2024Q4: 412,245 shares; 2025Q1: 506,082 shares; 2025Q2: 616,110 shares; 2025Q3: 616,766 shares; 2025Q4: 717,518 shares; 2026Q1: 761,864 shares 761,864 $45.4M 0.17% +44,346 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: 315,971 shares; 2024Q4: 318,634 shares; 2025Q1: 297,061 shares; 2025Q2: 360,790 shares; 2025Q3: 382,432 shares; 2025Q4: 436,033 shares; 2026Q1: 649,089 shares 649,089 $45.3M 0.17% +213,056 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,871 shares; 2024Q4: 93,621 shares; 2025Q1: 98,654 shares; 2025Q2: 106,451 shares; 2025Q3: 153,180 shares; 2025Q4: 170,352 shares; 2026Q1: 198,555 shares 198,555 $44.9M 0.17% +28,203 Timeline PAVE 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: 456,310 shares; 2024Q4: 496,337 shares; 2025Q1: 539,921 shares; 2025Q2: 605,851 shares; 2025Q3: 652,437 shares; 2025Q4: 749,234 shares; 2026Q1: 875,996 shares 875,996 $44.5M 0.17% +126,762 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: 341,845 shares; 2024Q4: 399,586 shares; 2025Q1: 470,341 shares; 2025Q2: 542,816 shares; 2025Q3: 564,296 shares; 2025Q4: 595,496 shares; 2026Q1: 616,428 shares 616,428 $44.2M 0.17% +20,932 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491,200 shares; 2025Q2: 472,476 shares; 2025Q3: 499,857 shares; 2025Q4: 525,810 shares; 2026Q1: 548,647 shares 548,647 $44.2M 0.17% +22,837 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: 437,378 shares; 2024Q4: 477,533 shares; 2025Q1: 558,935 shares; 2025Q2: 664,522 shares; 2025Q3: 721,930 shares; 2025Q4: 749,525 shares; 2026Q1: 718,149 shares 718,149 $44M 0.17% -31,376 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,383 shares; 2024Q4: 490,594 shares; 2025Q1: 405,229 shares; 2025Q2: 499,750 shares; 2025Q3: 408,538 shares; 2025Q4: 420,447 shares; 2026Q1: 510,241 shares 510,241 $43.3M 0.16% +89,794 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: 2,278,509 shares; 2024Q4: 2,476,663 shares; 2025Q1: 2,566,326 shares; 2025Q2: 2,468,357 shares; 2025Q3: 2,238,419 shares; 2025Q4: 2,317,570 shares; 2026Q1: 2,425,646 shares 2,425,646 $43.1M 0.16% +108,076 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,857 shares; 2024Q4: 107,360 shares; 2025Q1: 111,432 shares; 2025Q2: 120,548 shares; 2025Q3: 142,807 shares; 2025Q4: 177,635 shares; 2026Q1: 193,564 shares 193,564 $42.1M 0.16% +15,929 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,612 shares; 2024Q4: 391,807 shares; 2025Q1: 133,193 shares; 2025Q2: 147,354 shares; 2025Q3: 397,828 shares; 2025Q4: 437,794 shares; 2026Q1: 384,708 shares 384,708 $41.9M 0.16% -53,086 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,658 shares; 2024Q4: 71,699 shares; 2025Q1: 68,508 shares; 2025Q2: 64,462 shares; 2025Q3: 70,636 shares; 2025Q4: 69,599 shares; 2026Q1: 68,528 shares 68,528 $41.4M 0.16% -1,071 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: 981,424 shares; 2024Q4: 988,611 shares; 2025Q1: 954,941 shares; 2025Q2: 928,117 shares; 2025Q3: 890,112 shares; 2025Q4: 871,065 shares; 2026Q1: 865,457 shares 865,457 $40.7M 0.15% -5,608 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: 309,702 shares; 2024Q4: 316,442 shares; 2025Q1: 305,787 shares; 2025Q2: 271,088 shares; 2025Q3: 277,924 shares; 2025Q4: 292,038 shares; 2026Q1: 338,012 shares 338,012 $40.7M 0.15% +45,974 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: 243,166 shares; 2024Q4: 675,019 shares; 2025Q1: 842,787 shares; 2025Q2: 1,207,084 shares; 2025Q3: 1,089,262 shares; 2025Q4: 1,583,229 shares; 2026Q1: 1,665,146 shares 1,665,146 $40.6M 0.15% +81,917 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: 63,913 shares; 2024Q4: 112,229 shares; 2025Q1: 228,770 shares; 2025Q2: 214,975 shares; 2025Q3: 197,647 shares; 2025Q4: 403,492 shares; 2026Q1: 424,918 shares 424,918 $40.3M 0.15% +21,426 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,108 shares; 2024Q4: 95,678 shares; 2025Q1: 96,380 shares; 2025Q2: 135,595 shares; 2025Q3: 126,185 shares; 2025Q4: 143,255 shares; 2026Q1: 155,125 shares 155,125 $39.9M 0.15% +11,870 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,274 shares; 2024Q4: 227,722 shares; 2025Q1: 203,798 shares; 2025Q2: 220,717 shares; 2025Q3: 255,422 shares; 2025Q4: 316,920 shares; 2026Q1: 373,962 shares 373,962 $39.7M 0.15% +57,042 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: 1,060,121 shares; 2024Q4: 963,876 shares; 2025Q1: 1,094,834 shares; 2025Q2: 1,174,544 shares; 2025Q3: 1,077,568 shares; 2025Q4: 912,191 shares; 2026Q1: 1,029,931 shares 1,029,931 $39.6M 0.15% +117,740 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,671 shares; 2024Q4: 468,103 shares; 2025Q1: 333,897 shares; 2025Q2: 510,685 shares; 2025Q3: 467,481 shares; 2025Q4: 475,171 shares; 2026Q1: 529,018 shares 529,018 $39.3M 0.15% +53,847 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,959 shares; 2024Q4: 357,057 shares; 2025Q1: 324,145 shares; 2025Q2: 354,120 shares; 2025Q3: 368,394 shares; 2025Q4: 387,277 shares; 2026Q1: 516,112 shares 516,112 $38.8M 0.15% +128,835 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: 51,291 shares; 2024Q4: 55,205 shares; 2025Q1: 61,213 shares; 2025Q2: 60,180 shares; 2025Q3: 90,170 shares; 2025Q4: 108,779 shares; 2026Q1: 113,148 shares 113,148 $38.7M 0.15% +4,369 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,498 shares; 2024Q4: 215,298 shares; 2025Q1: 170,436 shares; 2025Q2: 150,301 shares; 2025Q3: 151,075 shares; 2025Q4: 180,546 shares; 2026Q1: 179,305 shares 179,305 $38.3M 0.15% -1,241 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,421 shares; 2024Q4: 164,734 shares; 2025Q1: 148,846 shares; 2025Q2: 308,500 shares; 2025Q3: 301,134 shares; 2025Q4: 172,938 shares; 2026Q1: 183,454 shares 183,454 $38.2M 0.14% +10,516 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: 447,309 shares; 2024Q4: 457,347 shares; 2025Q1: 453,352 shares; 2025Q2: 484,841 shares; 2025Q3: 471,363 shares; 2025Q4: 504,267 shares; 2026Q1: 574,447 shares 574,447 $37.9M 0.14% +70,180 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: 66,822 shares; 2024Q4: 68,094 shares; 2025Q1: 64,191 shares; 2025Q2: 60,442 shares; 2025Q3: 62,397 shares; 2025Q4: 74,425 shares; 2026Q1: 75,688 shares 75,688 $37.8M 0.14% +1,263 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,943 shares; 2024Q4: 308,671 shares; 2025Q1: 28,444 shares; 2025Q2: 78,202 shares; 2025Q3: 367,757 shares; 2025Q4: 364,130 shares; 2026Q1: 394,006 shares 394,006 $37.6M 0.14% +29,876 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: 418,322 shares; 2024Q4: 504,415 shares; 2025Q1: 417,954 shares; 2025Q2: 426,771 shares; 2025Q3: 386,891 shares; 2025Q4: 384,075 shares; 2026Q1: 400,906 shares 400,906 $37.2M 0.14% +16,831 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: 232,309 shares; 2024Q4: 180,908 shares; 2025Q1: 148,406 shares; 2025Q2: 167,863 shares; 2025Q3: 212,097 shares; 2025Q4: 219,703 shares; 2026Q1: 253,134 shares 253,134 $36.9M 0.14% +33,431 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: 93,902 shares; 2024Q4: 97,989 shares; 2025Q1: 95,475 shares; 2025Q2: 104,099 shares; 2025Q3: 143,949 shares; 2025Q4: 139,443 shares; 2026Q1: 135,108 shares 135,108 $36.6M 0.14% -4,335 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: 725,333 shares; 2024Q4: 416,617 shares; 2025Q1: 497,527 shares; 2025Q2: 581,880 shares; 2025Q3: 552,287 shares; 2025Q4: 576,862 shares; 2026Q1: 720,145 shares 720,145 $36.4M 0.14% +143,283 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,857 shares; 2024Q4: 206,408 shares; 2025Q1: 186,324 shares; 2025Q2: 187,420 shares; 2025Q3: 233,321 shares; 2025Q4: 214,176 shares; 2026Q1: 232,363 shares 232,363 $36.1M 0.14% +18,187 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: 127,892 shares; 2024Q4: 147,927 shares; 2025Q1: 133,243 shares; 2025Q2: 129,246 shares; 2025Q3: 137,620 shares; 2025Q4: 143,038 shares; 2026Q1: 175,853 shares 175,853 $35.8M 0.14% +32,815 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,306 shares; 2024Q4: 369,945 shares; 2025Q1: 331,703 shares; 2025Q2: 305,363 shares; 2025Q3: 287,972 shares; 2025Q4: 254,265 shares; 2026Q1: 367,781 shares 367,781 $35.7M 0.14% +113,516 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,596 shares; 2024Q4: 157,339 shares; 2025Q1: 144,740 shares; 2025Q2: 229,707 shares; 2025Q3: 302,998 shares; 2025Q4: 326,732 shares; 2026Q1: 362,749 shares 362,749 $35.7M 0.14% +36,017 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,249 shares; 2024Q4: 340,813 shares; 2025Q1: 308,878 shares; 2025Q2: 390,927 shares; 2025Q3: 427,138 shares; 2025Q4: 476,676 shares; 2026Q1: 696,641 shares 696,641 $35.4M 0.13% +219,965 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: 83,575 shares; 2024Q4: 79,655 shares; 2025Q1: 80,002 shares; 2025Q2: 82,796 shares; 2025Q3: 136,397 shares; 2025Q4: 134,685 shares; 2026Q1: 153,461 shares 153,461 $35.3M 0.13% +18,776 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,540 shares; 2024Q4: 262,999 shares; 2025Q1: 255,342 shares; 2025Q2: 273,854 shares; 2025Q3: 336,580 shares; 2025Q4: 341,749 shares; 2026Q1: 363,726 shares 363,726 $35.1M 0.13% +21,977 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,859 shares; 2025Q1: 1,352,171 shares; 2025Q2: 1,409,793 shares; 2025Q3: 1,603,198 shares; 2025Q4: 1,653,675 shares; 2026Q1: 1,660,470 shares 1,660,470 $34.8M 0.13% +6,795 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: 134,170 shares; 2024Q4: 160,002 shares; 2025Q1: 160,035 shares; 2025Q2: 132,133 shares; 2025Q3: 113,711 shares; 2025Q4: 98,269 shares; 2026Q1: 455,118 shares 455,118 $34.2M 0.13% +356,849 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,003 shares; 2024Q4: 436,498 shares; 2025Q1: 398,776 shares; 2025Q2: 360,107 shares; 2025Q3: 407,979 shares; 2025Q4: 413,086 shares; 2026Q1: 392,161 shares 392,161 $34M 0.13% -20,925 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,682 shares; 2024Q4: 395,427 shares; 2025Q1: 320,508 shares; 2025Q2: 302,385 shares; 2025Q3: 256,113 shares; 2025Q4: 247,201 shares; 2026Q1: 303,818 shares 303,818 $33.8M 0.13% +56,617 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,432 shares; 2024Q4: 903,070 shares; 2025Q1: 938,158 shares; 2025Q2: 958,666 shares; 2025Q3: 980,102 shares; 2025Q4: 1,080,465 shares; 2026Q1: 1,141,672 shares 1,141,672 $33.7M 0.13% +61,207 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,904 shares; 2025Q1: 140,467 shares; 2025Q2: 152,233 shares; 2025Q3: 144,253 shares; 2025Q4: 155,250 shares; 2026Q1: 156,704 shares 156,704 $33.5M 0.13% +1,454 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,339 shares; 2024Q4: 189,778 shares; 2025Q1: 175,137 shares; 2025Q2: 179,874 shares; 2025Q3: 232,687 shares; 2025Q4: 237,892 shares; 2026Q1: 254,847 shares 254,847 $33.4M 0.13% +16,955 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,024 shares; 2024Q4: 186,252 shares; 2025Q1: 167,054 shares; 2025Q2: 172,260 shares; 2025Q3: 200,947 shares; 2025Q4: 224,006 shares; 2026Q1: 214,860 shares 214,860 $33.3M 0.13% -9,146 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: 15,395 shares; 2024Q4: 17,568 shares; 2025Q1: 17,543 shares; 2025Q2: 20,499 shares; 2025Q3: 25,852 shares; 2025Q4: 29,619 shares; 2026Q1: 38,018 shares 38,018 $33.2M 0.13% +8,399 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,285 shares; 2024Q4: 53,081 shares; 2025Q1: 53,012 shares; 2025Q2: 50,950 shares; 2025Q3: 54,659 shares; 2025Q4: 59,424 shares; 2026Q1: 61,308 shares 61,308 $33M 0.12% +1,884 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: 108,174 shares; 2024Q4: 90,520 shares; 2025Q1: 88,257 shares; 2025Q2: 91,049 shares; 2025Q3: 102,224 shares; 2025Q4: 94,577 shares; 2026Q1: 93,229 shares 93,229 $32.8M 0.12% -1,348 Timeline FUTY 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: 296,960 shares; 2024Q4: 331,379 shares; 2025Q1: 362,114 shares; 2025Q2: 425,441 shares; 2025Q3: 450,635 shares; 2025Q4: 486,111 shares; 2026Q1: 552,635 shares 552,635 $32.6M 0.12% +66,524 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: 354,070 shares; 2024Q4: 576,840 shares; 2025Q1: 469,604 shares; 2025Q2: 645,042 shares; 2025Q3: 806,916 shares; 2025Q4: 1,010,352 shares; 2026Q1: 1,259,725 shares 1,259,725 $32.2M 0.12% +249,373 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: 94,637 shares; 2024Q4: 103,087 shares; 2025Q1: 112,002 shares; 2025Q2: 115,860 shares; 2025Q3: 126,120 shares; 2025Q4: 146,321 shares; 2026Q1: 157,665 shares 157,665 $31.4M 0.12% +11,344 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: 593,501 shares; 2024Q4: 609,331 shares; 2025Q1: 571,738 shares; 2025Q2: 600,038 shares; 2025Q3: 511,070 shares; 2025Q4: 540,318 shares; 2026Q1: 692,666 shares 692,666 $30.9M 0.12% +152,348 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: 181,280 shares; 2024Q4: 155,491 shares; 2025Q1: 141,289 shares; 2025Q2: 158,700 shares; 2025Q3: 167,080 shares; 2025Q4: 223,991 shares; 2026Q1: 267,390 shares 267,390 $30.7M 0.12% +43,399 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: 297,502 shares; 2024Q4: 319,103 shares; 2025Q1: 229,169 shares; 2025Q2: 271,470 shares; 2025Q3: 266,139 shares; 2025Q4: 280,368 shares; 2026Q1: 329,668 shares 329,668 $30.6M 0.12% +49,300 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: 9,796 shares; 2024Q4: 14,318 shares; 2025Q1: 15,105 shares; 2025Q2: 17,215 shares; 2025Q3: 19,455 shares; 2025Q4: 23,635 shares; 2026Q1: 23,059 shares 23,059 $30.5M 0.12% -576 Timeline FELC 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: 135,172 shares; 2024Q4: 207,642 shares; 2025Q1: 259,267 shares; 2025Q2: 549,587 shares; 2025Q3: 835,808 shares; 2025Q4: 882,121 shares; 2026Q1: 838,432 shares 838,432 $30.4M 0.12% -43,689 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,490 shares; 2024Q4: 193,240 shares; 2025Q1: 231,754 shares; 2025Q2: 290,717 shares; 2025Q3: 261,848 shares; 2025Q4: 253,366 shares; 2026Q1: 312,220 shares 312,220 $30.4M 0.11% +58,854 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,942 shares; 2024Q4: 135,161 shares; 2025Q1: 138,886 shares; 2025Q2: 183,769 shares; 2025Q3: 156,524 shares; 2025Q4: 147,047 shares; 2026Q1: 164,240 shares 164,240 $30.3M 0.11% +17,193 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,220 shares; 2024Q4: 390,349 shares; 2025Q1: 460,744 shares; 2025Q2: 527,478 shares; 2025Q3: 522,009 shares; 2025Q4: 467,705 shares; 2026Q1: 439,001 shares 439,001 $30.1M 0.11% -28,704 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: 677,812 shares; 2024Q4: 678,680 shares; 2025Q1: 434,091 shares; 2025Q2: 325,492 shares; 2025Q3: 358,452 shares; 2025Q4: 410,182 shares; 2026Q1: 410,265 shares 410,265 $30M 0.11% +83 Timeline AVUS 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: 84,768 shares; 2024Q4: 108,379 shares; 2025Q1: 137,241 shares; 2025Q2: 174,605 shares; 2025Q3: 206,212 shares; 2025Q4: 230,031 shares; 2026Q1: 269,036 shares 269,036 $29.9M 0.11% +39,005 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: 174,077 shares; 2024Q4: 204,758 shares; 2025Q1: 165,891 shares; 2025Q2: 224,535 shares; 2025Q3: 242,922 shares; 2025Q4: 534,620 shares; 2026Q1: 650,398 shares 650,398 $29.8M 0.11% +115,778 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: 286,796 shares; 2024Q4: 377,838 shares; 2025Q1: 385,172 shares; 2025Q2: 509,992 shares; 2025Q3: 497,508 shares; 2025Q4: 553,129 shares; 2026Q1: 565,454 shares 565,454 $29.4M 0.11% +12,325 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787,639 shares; 2026Q1: 979,209 shares 979,209 $29.3M 0.11% +191,570 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,322 shares; 2024Q4: 99,096 shares; 2025Q1: 100,409 shares; 2025Q2: 95,217 shares; 2025Q3: 81,846 shares; 2025Q4: 84,909 shares; 2026Q1: 89,002 shares 89,002 $29.2M 0.11% +4,093 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,722 shares; 2024Q4: 88,217 shares; 2025Q1: 84,226 shares; 2025Q2: 83,754 shares; 2025Q3: 87,581 shares; 2025Q4: 93,896 shares; 2026Q1: 81,829 shares 81,829 $29.2M 0.11% -12,067 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,950 shares; 2024Q4: 51,797 shares; 2025Q1: 70,325 shares; 2025Q2: 66,357 shares; 2025Q3: 79,500 shares; 2025Q4: 90,708 shares; 2026Q1: 95,425 shares 95,425 $28.8M 0.11% +4,717 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,003 shares; 2024Q4: 784,539 shares; 2025Q1: 110,774 shares; 2025Q2: 75,786 shares; 2025Q3: 868,965 shares; 2025Q4: 971,658 shares; 2026Q1: 989,759 shares 989,759 $28.8M 0.11% +18,101 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: 627,214 shares; 2024Q4: 451,768 shares; 2025Q1: 412,784 shares; 2025Q2: 489,710 shares; 2025Q3: 615,069 shares; 2025Q4: 546,216 shares; 2026Q1: 589,010 shares 589,010 $28.7M 0.11% +42,794 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,666 shares; 2024Q4: 121,324 shares; 2025Q1: 112,551 shares; 2025Q2: 92,826 shares; 2025Q3: 128,150 shares; 2025Q4: 131,160 shares; 2026Q1: 147,461 shares 147,461 $28.6M 0.11% +16,301 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645,136 shares; 2024Q4: 872,808 shares; 2025Q1: 917,623 shares; 2025Q2: 997,570 shares; 2025Q3: 986,913 shares; 2025Q4: 1,059,702 shares; 2026Q1: 1,087,398 shares 1,087,398 $28.6M 0.11% +27,696 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,141 shares; 2024Q4: 104,808 shares; 2025Q1: 102,966 shares; 2025Q2: 105,233 shares; 2025Q3: 127,696 shares; 2025Q4: 138,329 shares; 2026Q1: 134,597 shares 134,597 $28M 0.11% -3,732 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,444 shares; 2024Q4: 84,215 shares; 2025Q1: 78,576 shares; 2025Q2: 51,418 shares; 2025Q3: 60,810 shares; 2025Q4: 81,937 shares; 2026Q1: 98,273 shares 98,273 $27.9M 0.11% +16,336 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: 152,311 shares; 2024Q4: 149,458 shares; 2025Q1: 144,027 shares; 2025Q2: 173,111 shares; 2025Q3: 173,131 shares; 2025Q4: 185,484 shares; 2026Q1: 204,873 shares 204,873 $27.8M 0.11% +19,389 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 457,449 shares; 2026Q1: 485,727 shares 485,727 $27.5M 0.1% +28,278 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: 226,094 shares; 2024Q4: 271,612 shares; 2025Q1: 348,720 shares; 2025Q2: 399,474 shares; 2025Q3: 411,429 shares; 2025Q4: 551,265 shares; 2026Q1: 572,449 shares 572,449 $27.5M 0.1% +21,184 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: 181,814 shares; 2024Q4: 369,381 shares; 2025Q1: 392,659 shares; 2025Q2: 335,148 shares; 2025Q3: 296,676 shares; 2025Q4: 350,395 shares; 2026Q1: 297,527 shares 297,527 $27.5M 0.1% -52,868 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: 467,925 shares; 2024Q4: 420,722 shares; 2025Q1: 445,639 shares; 2025Q2: 529,233 shares; 2025Q3: 469,539 shares; 2025Q4: 557,512 shares; 2026Q1: 587,768 shares 587,768 $27.4M 0.1% +30,256 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,481 shares; 2024Q4: 395,317 shares; 2025Q1: 359,939 shares; 2025Q2: 373,171 shares; 2025Q3: 460,791 shares; 2025Q4: 539,014 shares; 2026Q1: 618,965 shares 618,965 $27.3M 0.1% +79,951 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: 142,699 shares; 2024Q4: 131,448 shares; 2025Q1: 147,578 shares; 2025Q2: 141,016 shares; 2025Q3: 125,593 shares; 2025Q4: 144,658 shares; 2026Q1: 185,445 shares 185,445 $27.2M 0.1% +40,787 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,653 shares; 2024Q4: 35,139 shares; 2025Q1: 38,537 shares; 2025Q2: 85,144 shares; 2025Q3: 131,150 shares; 2025Q4: 452,244 shares; 2026Q1: 712,371 shares 712,371 $27.1M 0.1% +260,127 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: 192,426 shares; 2024Q4: 154,797 shares; 2025Q1: 169,277 shares; 2025Q2: 174,179 shares; 2025Q3: 171,174 shares; 2025Q4: 180,792 shares; 2026Q1: 205,462 shares 205,462 $26.9M 0.1% +24,670 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,123 shares; 2024Q4: 200,792 shares; 2025Q1: 300,422 shares; 2025Q2: 360,665 shares; 2025Q3: 400,235 shares; 2025Q4: 834,831 shares; 2026Q1: 987,033 shares 987,033 $26.9M 0.1% +152,202 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,773 shares; 2024Q4: 666,050 shares; 2025Q1: 689,675 shares; 2025Q2: 713,894 shares; 2025Q3: 721,560 shares; 2025Q4: 731,653 shares; 2026Q1: 709,712 shares 709,712 $26.9M 0.1% -21,941 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: 96,933 shares; 2024Q4: 1,030,648 shares; 2025Q1: 1,106,063 shares; 2025Q2: 1,133,483 shares; 2025Q3: 1,202,583 shares; 2025Q4: 1,202,853 shares; 2026Q1: 1,389,504 shares 1,389,504 $26.8M 0.1% +186,651 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,630 shares; 2025Q3: 31,012 shares; 2025Q4: 898,412 shares; 2026Q1: 913,227 shares 913,227 $26.8M 0.1% +14,815 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: 71,337 shares; 2024Q4: 167,899 shares; 2025Q1: 216,575 shares; 2025Q2: 322,492 shares; 2025Q3: 378,433 shares; 2025Q4: 470,955 shares; 2026Q1: 485,942 shares 485,942 $26.5M 0.1% +14,987 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: 34,677 shares; 2024Q4: 51,543 shares; 2025Q1: 40,108 shares; 2025Q2: 54,088 shares; 2025Q3: 48,599 shares; 2025Q4: 53,882 shares; 2026Q1: 67,827 shares 67,827 $26.5M 0.1% +13,945 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: 130,901 shares; 2024Q4: 144,668 shares; 2025Q1: 131,724 shares; 2025Q2: 126,653 shares; 2025Q3: 121,296 shares; 2025Q4: 123,693 shares; 2026Q1: 160,050 shares 160,050 $26.2M 0.1% +36,357 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,424 shares; 2024Q4: 320,290 shares; 2025Q1: 313,738 shares; 2025Q2: 311,145 shares; 2025Q3: 297,106 shares; 2025Q4: 387,474 shares; 2026Q1: 421,205 shares 421,205 $26M 0.1% +33,731 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,414 shares; 2024Q4: 68,485 shares; 2025Q1: 62,603 shares; 2025Q2: 40,642 shares; 2025Q3: 43,988 shares; 2025Q4: 43,634 shares; 2026Q1: 70,315 shares 70,315 $25.8M 0.1% +26,681 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: 466,060 shares; 2024Q4: 596,039 shares; 2025Q1: 599,968 shares; 2025Q2: 694,120 shares; 2025Q3: 1,004,046 shares; 2025Q4: 457,869 shares; 2026Q1: 377,159 shares 377,159 $25.7M 0.1% -80,710 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: 352,527 shares; 2024Q4: 292,330 shares; 2025Q1: 258,154 shares; 2025Q2: 311,918 shares; 2025Q3: 333,880 shares; 2025Q4: 409,487 shares; 2026Q1: 486,448 shares 486,448 $25.7M 0.1% +76,961 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: 46,495 shares; 2024Q4: 40,712 shares; 2025Q1: 270,057 shares; 2025Q2: 295,370 shares; 2025Q3: 63,013 shares; 2025Q4: 64,932 shares; 2026Q1: 153,727 shares 153,727 $25.5M 0.1% +88,795 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,702 shares; 2024Q4: 124,195 shares; 2025Q1: 120,297 shares; 2025Q2: 123,512 shares; 2025Q3: 161,512 shares; 2025Q4: 189,261 shares; 2026Q1: 197,442 shares 197,442 $25.3M 0.1% +8,181 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,477 shares; 2024Q4: 478,807 shares; 2025Q1: 452,972 shares; 2025Q2: 509,585 shares; 2025Q3: 598,642 shares; 2025Q4: 634,271 shares; 2026Q1: 711,963 shares 711,963 $25.3M 0.1% +77,692 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: 314,478 shares; 2024Q4: 360,998 shares; 2025Q1: 299,211 shares; 2025Q2: 300,065 shares; 2025Q3: 306,258 shares; 2025Q4: 330,548 shares; 2026Q1: 402,837 shares 402,837 $25.2M 0.1% +72,289 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,749 shares; 2024Q4: 107,067 shares; 2025Q1: 105,453 shares; 2025Q2: 99,235 shares; 2025Q3: 126,854 shares; 2025Q4: 142,072 shares; 2026Q1: 157,284 shares 157,284 $25.2M 0.1% +15,212 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: 37,504 shares; 2024Q4: 81,913 shares; 2025Q1: 81,347 shares; 2025Q2: 88,011 shares; 2025Q3: 99,807 shares; 2025Q4: 105,849 shares; 2026Q1: 104,787 shares 104,787 $25.1M 0.1% -1,062 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,888 shares; 2024Q4: 132,157 shares; 2025Q1: 107,620 shares; 2025Q2: 127,928 shares; 2025Q3: 119,054 shares; 2025Q4: 117,023 shares; 2026Q1: 165,919 shares 165,919 $25.1M 0.1% +48,896 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,452 shares; 2024Q4: 575,465 shares; 2025Q1: 575,111 shares; 2025Q2: 550,029 shares; 2025Q3: 668,660 shares; 2025Q4: 778,685 shares; 2026Q1: 532,813 shares 532,813 $25.1M 0.09% -245,872 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: 462,495 shares; 2024Q4: 552,965 shares; 2025Q1: 603,068 shares; 2025Q2: 723,145 shares; 2025Q3: 746,390 shares; 2025Q4: 851,544 shares; 2026Q1: 1,032,655 shares 1,032,655 $25M 0.09% +181,111 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,733 shares; 2024Q4: 91,322 shares; 2025Q1: 79,398 shares; 2025Q2: 90,433 shares; 2025Q3: 92,941 shares; 2025Q4: 94,466 shares; 2026Q1: 100,503 shares 100,503 $25M 0.09% +6,037 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,356 shares; 2024Q4: 236,395 shares; 2025Q1: 308,299 shares; 2025Q2: 441,185 shares; 2025Q3: 437,347 shares; 2025Q4: 488,145 shares; 2026Q1: 558,311 shares 558,311 $25M 0.09% +70,166 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,024 shares; 2024Q4: 181,789 shares; 2025Q1: 178,596 shares; 2025Q2: 150,025 shares; 2025Q3: 145,313 shares; 2025Q4: 158,720 shares; 2026Q1: 171,130 shares 171,130 $24.9M 0.09% +12,410 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,048 shares; 2024Q4: 139,649 shares; 2025Q1: 149,858 shares; 2025Q2: 139,636 shares; 2025Q3: 143,055 shares; 2025Q4: 145,596 shares; 2026Q1: 150,158 shares 150,158 $24.8M 0.09% +4,562 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,478 shares; 2024Q4: 744,077 shares; 2025Q1: 531,139 shares; 2025Q2: 700,914 shares; 2025Q3: 589,201 shares; 2025Q4: 607,977 shares; 2026Q1: 811,887 shares 811,887 $24.8M 0.09% +203,910 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,821 shares; 2024Q4: 193,527 shares; 2025Q1: 178,330 shares; 2025Q2: 171,343 shares; 2025Q3: 229,586 shares; 2025Q4: 241,522 shares; 2026Q1: 256,905 shares 256,905 $24.8M 0.09% +15,383 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: 8,641 shares; 2024Q4: 13,866 shares; 2025Q1: 17,028 shares; 2025Q2: 120,395 shares; 2025Q3: 117,566 shares; 2025Q4: 116,566 shares; 2026Q1: 225,135 shares 225,135 $24.6M 0.09% +108,569 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: 437,691 shares; 2024Q4: 427,366 shares; 2025Q1: 404,649 shares; 2025Q2: 407,360 shares; 2025Q3: 434,251 shares; 2025Q4: 399,114 shares; 2026Q1: 497,998 shares 497,998 $24.6M 0.09% +98,884 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628,374 shares; 2024Q4: 1,851,346 shares; 2025Q1: 782,059 shares; 2025Q2: 387,591 shares; 2025Q3: 476,652 shares; 2025Q4: 560,569 shares; 2026Q1: 625,970 shares 625,970 $24.4M 0.09% +65,401 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: 435,747 shares; 2024Q4: 529,573 shares; 2025Q1: 565,964 shares; 2025Q2: 657,531 shares; 2025Q3: 681,207 shares; 2025Q4: 802,073 shares; 2026Q1: 1,003,964 shares 1,003,964 $24.3M 0.09% +201,891 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,117 shares; 2024Q4: 674,478 shares; 2025Q1: 615,415 shares; 2025Q2: 680,341 shares; 2025Q3: 693,173 shares; 2025Q4: 675,884 shares; 2026Q1: 715,224 shares 715,224 $24.3M 0.09% +39,340 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,926 shares; 2024Q4: 155,520 shares; 2025Q1: 430,068 shares; 2025Q2: 428,889 shares; 2025Q3: 699,470 shares; 2025Q4: 734,096 shares; 2026Q1: 866,581 shares 866,581 $24.3M 0.09% +132,485 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,686 shares; 2024Q4: 356,364 shares; 2025Q1: 365,710 shares; 2025Q2: 362,962 shares; 2025Q3: 360,990 shares; 2025Q4: 373,219 shares; 2026Q1: 442,531 shares 442,531 $24.2M 0.09% +69,312 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,852 shares; 2024Q4: 78,257 shares; 2025Q1: 79,612 shares; 2025Q2: 69,842 shares; 2025Q3: 104,880 shares; 2025Q4: 94,710 shares; 2026Q1: 101,764 shares 101,764 $24M 0.09% +7,054 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,152 shares; 2024Q4: 105,192 shares; 2025Q1: 105,820 shares; 2025Q2: 110,752 shares; 2025Q3: 113,132 shares; 2025Q4: 145,746 shares; 2026Q1: 145,922 shares 145,922 $24M 0.09% +176 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,620 shares; 2024Q4: 237,760 shares; 2025Q1: 225,938 shares; 2025Q2: 247,368 shares; 2025Q3: 390,745 shares; 2025Q4: 301,138 shares; 2026Q1: 328,111 shares 328,111 $23.9M 0.09% +26,973 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,690 shares; 2024Q4: 64,565 shares; 2025Q1: 61,953 shares; 2025Q2: 63,103 shares; 2025Q3: 82,943 shares; 2025Q4: 86,024 shares; 2026Q1: 90,548 shares 90,548 $23.6M 0.09% +4,524 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,149 shares; 2024Q4: 261,251 shares; 2025Q1: 264,600 shares; 2025Q2: 268,776 shares; 2025Q3: 264,674 shares; 2025Q4: 278,657 shares; 2026Q1: 299,982 shares 299,982 $23.5M 0.09% +21,325 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: 308,981 shares; 2024Q4: 268,306 shares; 2025Q1: 274,903 shares; 2025Q2: 265,309 shares; 2025Q3: 390,211 shares; 2025Q4: 298,641 shares; 2026Q1: 324,602 shares 324,602 $23.3M 0.09% +25,961 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: 29,159 shares; 2024Q4: 30,879 shares; 2025Q1: 29,627 shares; 2025Q2: 31,519 shares; 2025Q3: 34,898 shares; 2025Q4: 26,119 shares; 2026Q1: 37,293 shares 37,293 $23M 0.09% +11,174 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,334 shares; 2024Q4: 325,914 shares; 2025Q1: 212,808 shares; 2025Q2: 227,460 shares; 2025Q3: 212,734 shares; 2025Q4: 220,882 shares; 2026Q1: 278,431 shares 278,431 $23M 0.09% +57,549 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: 100,249 shares; 2024Q4: 94,794 shares; 2025Q1: 90,315 shares; 2025Q2: 86,589 shares; 2025Q3: 137,934 shares; 2025Q4: 158,304 shares; 2026Q1: 157,884 shares 157,884 $22.9M 0.09% -420 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: 79,010 shares; 2024Q4: 56,674 shares; 2025Q1: 57,744 shares; 2025Q2: 58,396 shares; 2025Q3: 66,290 shares; 2025Q4: 69,128 shares; 2026Q1: 75,182 shares 75,182 $22.7M 0.09% +6,054 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918,320 shares; 2024Q4: 924,952 shares; 2025Q1: 925,569 shares; 2025Q2: 952,410 shares; 2025Q3: 1,000,616 shares; 2025Q4: 1,086,327 shares; 2026Q1: 1,128,653 shares 1,128,653 $22.6M 0.09% +42,326 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,691 shares; 2024Q4: 158,074 shares; 2025Q1: 164,241 shares; 2025Q2: 165,814 shares; 2025Q3: 136,068 shares; 2025Q4: 194,983 shares; 2026Q1: 191,709 shares 191,709 $22.6M 0.09% -3,274 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: 213,591 shares; 2024Q4: 211,762 shares; 2025Q1: 172,614 shares; 2025Q2: 183,730 shares; 2025Q3: 193,155 shares; 2025Q4: 216,011 shares; 2026Q1: 219,285 shares 219,285 $22.5M 0.09% +3,274 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: 148,091 shares; 2024Q4: 102,054 shares; 2025Q1: 75,290 shares; 2025Q2: 94,385 shares; 2025Q3: 143,743 shares; 2025Q4: 171,602 shares; 2026Q1: 203,586 shares 203,586 $22.5M 0.09% +31,984 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,604 shares; 2024Q4: 539,612 shares; 2025Q1: 413,484 shares; 2025Q2: 361,014 shares; 2025Q3: 343,992 shares; 2025Q4: 333,911 shares; 2026Q1: 357,977 shares 357,977 $22.2M 0.08% +24,066 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: 168,185 shares; 2024Q4: 219,482 shares; 2025Q1: 162,074 shares; 2025Q2: 254,558 shares; 2025Q3: 241,000 shares; 2025Q4: 320,109 shares; 2026Q1: 445,572 shares 445,572 $22.1M 0.08% +125,463 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: 126,472 shares; 2024Q4: 108,938 shares; 2025Q1: 106,494 shares; 2025Q2: 107,712 shares; 2025Q3: 128,815 shares; 2025Q4: 117,237 shares; 2026Q1: 118,602 shares 118,602 $22.1M 0.08% +1,365 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,597 shares; 2024Q4: 22,696 shares; 2025Q1: 61,435 shares; 2025Q2: 68,698 shares; 2025Q3: 69,362 shares; 2025Q4: 71,648 shares; 2026Q1: 54,228 shares 54,228 $22.1M 0.08% -17,420 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,322 shares; 2024Q4: 347,749 shares; 2025Q1: 355,240 shares; 2025Q2: 387,695 shares; 2025Q3: 370,846 shares; 2025Q4: 421,018 shares; 2026Q1: 437,027 shares 437,027 $21.8M 0.08% +16,009 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: 151,664 shares; 2024Q4: 159,469 shares; 2025Q1: 164,006 shares; 2025Q2: 186,196 shares; 2025Q3: 163,019 shares; 2025Q4: 199,664 shares; 2026Q1: 242,960 shares 242,960 $21.7M 0.08% +43,296 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: 397,784 shares; 2024Q4: 446,822 shares; 2025Q1: 461,427 shares; 2025Q2: 553,279 shares; 2025Q3: 571,180 shares; 2025Q4: 678,756 shares; 2026Q1: 855,757 shares 855,757 $21.7M 0.08% +177,001 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,929 shares; 2024Q4: 99,614 shares; 2025Q1: 90,254 shares; 2025Q2: 88,885 shares; 2025Q3: 126,532 shares; 2025Q4: 147,915 shares; 2026Q1: 166,111 shares 166,111 $21.4M 0.08% +18,196 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,600 shares; 2025Q1: 423,886 shares; 2025Q2: 580,921 shares; 2025Q3: 653,992 shares; 2025Q4: 693,939 shares; 2026Q1: 631,772 shares 631,772 $21.3M 0.08% -62,167 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: 273,055 shares; 2024Q4: 154,818 shares; 2025Q1: 154,994 shares; 2025Q2: 147,904 shares; 2025Q3: 213,731 shares; 2025Q4: 238,422 shares; 2026Q1: 245,693 shares 245,693 $21.3M 0.08% +7,271 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,264 shares; 2024Q4: 119,210 shares; 2025Q1: 111,958 shares; 2025Q2: 116,496 shares; 2025Q3: 130,862 shares; 2025Q4: 168,795 shares; 2026Q1: 206,404 shares 206,404 $21.1M 0.08% +37,609 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,312 shares; 2024Q4: 98,004 shares; 2025Q1: 99,277 shares; 2025Q2: 90,446 shares; 2025Q3: 93,536 shares; 2025Q4: 85,622 shares; 2026Q1: 84,795 shares 84,795 $20.6M 0.08% -827 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: 156,343 shares; 2024Q4: 350,508 shares; 2025Q1: 288,054 shares; 2025Q2: 363,963 shares; 2025Q3: 231,406 shares; 2025Q4: 217,108 shares; 2026Q1: 410,021 shares 410,021 $20.4M 0.08% +192,913 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,378 shares; 2024Q4: 47,042 shares; 2025Q1: 42,418 shares; 2025Q2: 44,020 shares; 2025Q3: 47,787 shares; 2025Q4: 53,551 shares; 2026Q1: 59,284 shares 59,284 $20.3M 0.08% +5,733 Timeline FHLC 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: 228,640 shares; 2024Q4: 241,144 shares; 2025Q1: 224,433 shares; 2025Q2: 280,190 shares; 2025Q3: 262,070 shares; 2025Q4: 264,043 shares; 2026Q1: 287,946 shares 287,946 $20.3M 0.08% +23,903 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: 12,281 shares; 2024Q4: 20,533 shares; 2025Q1: 22,190 shares; 2025Q2: 37,157 shares; 2025Q3: 114,135 shares; 2025Q4: 254,261 shares; 2026Q1: 251,399 shares 251,399 $20.3M 0.08% -2,862 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 22,682 shares; 2025Q1: 38,316 shares; 2025Q2: 75,016 shares; 2025Q3: 100,157 shares; 2025Q4: 105,622 shares; 2026Q1: 772,210 shares 772,210 $20.2M 0.08% +666,588 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: 21,807 shares; 2025Q1: 21,076 shares; 2025Q2: 21,753 shares; 2025Q3: 21,149 shares; 2025Q4: 22,806 shares; 2026Q1: 20,986 shares 20,986 $20.2M 0.08% -1,820 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: 136,325 shares; 2024Q4: 190,254 shares; 2025Q1: 172,406 shares; 2025Q2: 160,769 shares; 2025Q3: 155,426 shares; 2025Q4: 181,866 shares; 2026Q1: 191,771 shares 191,771 $19.8M 0.08% +9,905 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: 161,430 shares; 2024Q4: 228,334 shares; 2025Q1: 153,613 shares; 2025Q2: 255,347 shares; 2025Q3: 272,561 shares; 2025Q4: 318,009 shares; 2026Q1: 325,712 shares 325,712 $19.6M 0.07% +7,703 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: 31,478 shares; 2024Q4: 33,822 shares; 2025Q1: 33,156 shares; 2025Q2: 35,243 shares; 2025Q3: 46,358 shares; 2025Q4: 49,089 shares; 2026Q1: 42,092 shares 42,092 $19.5M 0.07% -6,997 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 4,555 shares; 2025Q2: 1,258 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $19.4M 0.07% 0 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: 362,054 shares; 2024Q4: 434,887 shares; 2025Q1: 351,130 shares; 2025Q2: 309,059 shares; 2025Q3: 203,059 shares; 2025Q4: 192,954 shares; 2026Q1: 211,057 shares 211,057 $19.4M 0.07% +18,103 Timeline DTD 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: 96,188 shares; 2024Q4: 104,810 shares; 2025Q1: 134,035 shares; 2025Q2: 144,497 shares; 2025Q3: 170,199 shares; 2025Q4: 199,765 shares; 2026Q1: 224,181 shares 224,181 $19.4M 0.07% +24,416 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540,725 shares; 2024Q4: 470,584 shares; 2025Q1: 444,026 shares; 2025Q2: 492,320 shares; 2025Q3: 556,956 shares; 2025Q4: 561,199 shares; 2026Q1: 635,437 shares 635,437 $19.3M 0.07% +74,238 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654,346 shares 654,346 $19.3M 0.07% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,328 shares; 2024Q4: 163,322 shares; 2025Q1: 144,885 shares; 2025Q2: 165,659 shares; 2025Q3: 230,515 shares; 2025Q4: 207,158 shares; 2026Q1: 245,544 shares 245,544 $19.3M 0.07% +38,386 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,043 shares; 2024Q4: 57,342 shares; 2025Q1: 55,837 shares; 2025Q2: 55,554 shares; 2025Q3: 55,233 shares; 2025Q4: 60,407 shares; 2026Q1: 61,280 shares 61,280 $19.2M 0.07% +873 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: 92,943 shares; 2024Q4: 83,365 shares; 2025Q1: 69,801 shares; 2025Q2: 69,907 shares; 2025Q3: 85,280 shares; 2025Q4: 88,200 shares; 2026Q1: 85,563 shares 85,563 $19.2M 0.07% -2,637 Timeline IGLD 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: 771,140 shares; 2024Q4: 855,109 shares; 2025Q1: 810,017 shares; 2025Q2: 741,382 shares; 2025Q3: 731,359 shares; 2025Q4: 751,169 shares; 2026Q1: 750,951 shares 750,951 $19.2M 0.07% -218 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: 343,503 shares; 2024Q4: 544,569 shares; 2025Q1: 514,679 shares; 2025Q2: 560,364 shares; 2025Q3: 552,977 shares; 2025Q4: 550,302 shares; 2026Q1: 364,806 shares 364,806 $19.2M 0.07% -185,496 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,726 shares; 2024Q4: 204,616 shares; 2025Q1: 221,124 shares; 2025Q2: 240,188 shares; 2025Q3: 228,795 shares; 2025Q4: 247,480 shares; 2026Q1: 281,211 shares 281,211 $19.2M 0.07% +33,731 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: 24,963 shares; 2024Q4: 29,167 shares; 2025Q1: 35,406 shares; 2025Q2: 43,094 shares; 2025Q3: 52,328 shares; 2025Q4: 53,913 shares; 2026Q1: 68,484 shares 68,484 $19.1M 0.07% +14,571 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894,998 shares; 2024Q4: 1,055,356 shares; 2025Q1: 828,335 shares; 2025Q2: 301,660 shares; 2025Q3: 288,866 shares; 2025Q4: 323,346 shares; 2026Q1: 387,493 shares 387,493 $18.9M 0.07% +64,147 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: 74,568 shares; 2025Q3: 166,080 shares; 2025Q4: 214,358 shares; 2026Q1: 572,123 shares 572,123 $18.9M 0.07% +357,765 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: 231,581 shares; 2024Q4: 409,864 shares; 2025Q1: 448,430 shares; 2025Q2: 536,670 shares; 2025Q3: 547,786 shares; 2025Q4: 677,647 shares; 2026Q1: 806,928 shares 806,928 $18.8M 0.07% +129,281 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: 950,299 shares; 2024Q4: 282,556 shares; 2025Q1: 274,412 shares; 2025Q2: 281,022 shares; 2025Q3: 310,306 shares; 2025Q4: 357,300 shares; 2026Q1: 407,110 shares 407,110 $18.6M 0.07% +49,810 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 9,226 shares; 2025Q1: 8,826 shares; 2025Q2: 9,904 shares; 2025Q3: 69,521 shares; 2025Q4: 71,875 shares; 2026Q1: 118,039 shares 118,039 $18.6M 0.07% +46,164 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: 63,125 shares; 2024Q4: 57,991 shares; 2025Q1: 79,878 shares; 2025Q2: 119,012 shares; 2025Q3: 197,718 shares; 2025Q4: 341,474 shares; 2026Q1: 373,761 shares 373,761 $18.6M 0.07% +32,287 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,961 shares; 2024Q4: 98,653 shares; 2025Q1: 100,445 shares; 2025Q2: 97,978 shares; 2025Q3: 98,015 shares; 2025Q4: 135,349 shares; 2026Q1: 148,706 shares 148,706 $18.6M 0.07% +13,357 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: 93,270 shares; 2024Q4: 103,893 shares; 2025Q1: 105,137 shares; 2025Q2: 109,143 shares; 2025Q3: 105,438 shares; 2025Q4: 102,951 shares; 2026Q1: 114,722 shares 114,722 $18.6M 0.07% +11,771 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: 56,200 shares; 2024Q4: 53,343 shares; 2025Q1: 50,140 shares; 2025Q2: 55,938 shares; 2025Q3: 100,388 shares; 2025Q4: 116,185 shares; 2026Q1: 139,464 shares 139,464 $18.3M 0.07% +23,279 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,527 shares; 2024Q4: 161,819 shares; 2025Q1: 158,412 shares; 2025Q2: 172,543 shares; 2025Q3: 172,776 shares; 2025Q4: 175,759 shares; 2026Q1: 180,031 shares 180,031 $18.1M 0.07% +4,272 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: 361,013 shares; 2024Q4: 266,249 shares; 2025Q1: 85,621 shares; 2025Q2: 86,359 shares; 2025Q3: 251,566 shares; 2025Q4: 282,795 shares; 2026Q1: 308,026 shares 308,026 $18.1M 0.07% +25,231 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 30,843 shares; 2025Q1: 46,286 shares; 2025Q2: 55,528 shares; 2025Q3: 293,763 shares; 2025Q4: 251,754 shares; 2026Q1: 353,663 shares 353,663 $18.1M 0.07% +101,909 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: 39,834 shares; 2024Q4: 42,143 shares; 2025Q1: 36,218 shares; 2025Q2: 36,254 shares; 2025Q3: 32,799 shares; 2025Q4: 46,050 shares; 2026Q1: 50,711 shares 50,711 $18.1M 0.07% +4,661 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 19,121 shares; 2025Q1: 19,690 shares; 2025Q2: 24,114 shares; 2025Q3: 24,818 shares; 2025Q4: 61,011 shares; 2026Q1: 56,196 shares 56,196 $18M 0.07% -4,815 Timeline QGRW 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: 193,087 shares; 2024Q4: 209,217 shares; 2025Q1: 251,239 shares; 2025Q2: 274,946 shares; 2025Q3: 248,726 shares; 2025Q4: 256,351 shares; 2026Q1: 333,749 shares 333,749 $17.8M 0.07% +77,398 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: 4,279 shares; 2024Q4: 13,697 shares; 2025Q1: 46,058 shares; 2025Q2: 59,235 shares; 2025Q3: 70,248 shares; 2025Q4: 152,757 shares; 2026Q1: 210,267 shares 210,267 $17.6M 0.07% +57,510 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,808 shares; 2024Q4: 40,467 shares; 2025Q1: 44,797 shares; 2025Q2: 44,602 shares; 2025Q3: 43,870 shares; 2025Q4: 42,718 shares; 2026Q1: 40,054 shares 40,054 $17.5M 0.07% -2,664 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,435 shares; 2024Q4: 402,603 shares; 2025Q1: 289,507 shares; 2025Q2: 386,368 shares; 2025Q3: 298,867 shares; 2025Q4: 298,554 shares; 2026Q1: 408,091 shares 408,091 $17.4M 0.07% +109,537 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,629 shares; 2024Q4: 172,163 shares; 2025Q1: 171,205 shares; 2025Q2: 176,764 shares; 2025Q3: 182,820 shares; 2025Q4: 178,351 shares; 2026Q1: 193,153 shares 193,153 $17.3M 0.07% +14,802 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,441 shares; 2024Q4: 46,305 shares; 2025Q1: 632,327 shares; 2025Q2: 656,545 shares; 2025Q3: 62,218 shares; 2025Q4: 67,293 shares; 2026Q1: 54,362 shares 54,362 $17.3M 0.07% -12,931 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: 63,649 shares; 2024Q4: 73,047 shares; 2025Q1: 63,543 shares; 2025Q2: 65,408 shares; 2025Q3: 62,157 shares; 2025Q4: 60,398 shares; 2026Q1: 183,492 shares 183,492 $17.2M 0.07% +123,094 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 13,553 shares; 2025Q1: 150,354 shares; 2025Q2: 177,855 shares; 2025Q3: 188,413 shares; 2025Q4: 198,964 shares; 2026Q1: 215,392 shares 215,392 $17.1M 0.06% +16,428 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: 403,046 shares; 2024Q4: 383,103 shares; 2025Q1: 389,249 shares; 2025Q2: 384,080 shares; 2025Q3: 356,840 shares; 2025Q4: 356,355 shares; 2026Q1: 325,878 shares 325,878 $17.1M 0.06% -30,477 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: 47,026 shares; 2024Q4: 37,120 shares; 2025Q1: 35,259 shares; 2025Q2: 34,670 shares; 2025Q3: 35,754 shares; 2025Q4: 50,988 shares; 2026Q1: 58,429 shares 58,429 $17M 0.06% +7,441 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,988 shares; 2024Q4: 87,550 shares; 2025Q1: 100,455 shares; 2025Q2: 111,947 shares; 2025Q3: 123,821 shares; 2025Q4: 129,599 shares; 2026Q1: 133,973 shares 133,973 $17M 0.06% +4,374 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: 98,636 shares; 2024Q4: 84,648 shares; 2025Q1: 74,538 shares; 2025Q2: 107,098 shares; 2025Q3: 63,568 shares; 2025Q4: 92,091 shares; 2026Q1: 140,326 shares 140,326 $17M 0.06% +48,235 Timeline FNCL 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: 57,696 shares; 2024Q4: 95,220 shares; 2025Q1: 127,558 shares; 2025Q2: 137,110 shares; 2025Q3: 142,067 shares; 2025Q4: 206,622 shares; 2026Q1: 242,191 shares 242,191 $17M 0.06% +35,569 Timeline IDMO 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: not reported; 2025Q2: 5,323 shares; 2025Q3: 46,606 shares; 2025Q4: 214,561 shares; 2026Q1: 309,628 shares 309,628 $17M 0.06% +95,067 Timeline FFLC 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: 248,300 shares; 2024Q4: 257,453 shares; 2025Q1: 270,571 shares; 2025Q2: 271,845 shares; 2025Q3: 279,610 shares; 2025Q4: 291,187 shares; 2026Q1: 328,857 shares 328,857 $16.9M 0.06% +37,670 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,934 shares; 2024Q4: 204,849 shares; 2025Q1: 220,061 shares; 2025Q2: 259,579 shares; 2025Q3: 217,339 shares; 2025Q4: 240,905 shares; 2026Q1: 357,600 shares 357,600 $16.9M 0.06% +116,695 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,259 shares; 2024Q4: 44,627 shares; 2025Q1: 49,071 shares; 2025Q2: 51,092 shares; 2025Q3: 63,304 shares; 2025Q4: 70,044 shares; 2026Q1: 76,937 shares 76,937 $16.8M 0.06% +6,893 Timeline FDMO 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: 24,276 shares; 2024Q4: 48,682 shares; 2025Q1: 66,274 shares; 2025Q2: 71,151 shares; 2025Q3: 74,633 shares; 2025Q4: 58,538 shares; 2026Q1: 209,587 shares 209,587 $16.8M 0.06% +151,049 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,931 shares; 2024Q4: 176,568 shares; 2025Q1: 159,101 shares; 2025Q2: 167,107 shares; 2025Q3: 193,458 shares; 2025Q4: 205,276 shares; 2026Q1: 210,440 shares 210,440 $16.8M 0.06% +5,164 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 16,496 shares; 2025Q1: 22,603 shares; 2025Q2: 27,366 shares; 2025Q3: 28,831 shares; 2025Q4: 34,866 shares; 2026Q1: 105,487 shares 105,487 $16.7M 0.06% +70,621 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,795 shares; 2024Q4: 612,412 shares; 2025Q1: 216,680 shares; 2025Q2: 184,197 shares; 2025Q3: 195,636 shares; 2025Q4: 204,349 shares; 2026Q1: 196,395 shares 196,395 $16.6M 0.06% -7,954 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: 26,129 shares; 2024Q4: 28,976 shares; 2025Q1: 41,267 shares; 2025Q2: 38,320 shares; 2025Q3: 70,345 shares; 2025Q4: 78,502 shares; 2026Q1: 66,192 shares 66,192 $16.6M 0.06% -12,310 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,832 shares; 2024Q4: 131,999 shares; 2025Q1: 105,139 shares; 2025Q2: 410,386 shares; 2025Q3: 124,365 shares; 2025Q4: 171,802 shares; 2026Q1: 608,109 shares 608,109 $16.5M 0.06% +436,307 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: 12,966 shares; 2024Q4: 25,907 shares; 2025Q1: 26,944 shares; 2025Q2: 23,389 shares; 2025Q3: 21,336 shares; 2025Q4: 21,968 shares; 2026Q1: 368,535 shares 368,535 $16.5M 0.06% +346,567 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,547 shares; 2024Q4: 81,486 shares; 2025Q1: 40,462 shares; 2025Q2: 53,467 shares; 2025Q3: 52,869 shares; 2025Q4: 55,218 shares; 2026Q1: 50,050 shares 50,050 $16.4M 0.06% -5,168 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,125 shares; 2024Q4: 579,550 shares; 2025Q1: 378,559 shares; 2025Q2: 379,415 shares; 2025Q3: 269,017 shares; 2025Q4: 256,179 shares; 2026Q1: 348,782 shares 348,782 $16.4M 0.06% +92,603 Timeline PICK 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: 6,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 288,950 shares 288,950 $16.4M 0.06% +284,930 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,132 shares; 2024Q4: 253,460 shares; 2025Q1: 163,872 shares; 2025Q2: 191,146 shares; 2025Q3: 227,882 shares; 2025Q4: 232,493 shares; 2026Q1: 287,480 shares 287,480 $16.3M 0.06% +54,987 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,196 shares; 2024Q4: 134,970 shares; 2025Q1: 136,803 shares; 2025Q2: 139,523 shares; 2025Q3: 105,009 shares; 2025Q4: 108,546 shares; 2026Q1: 182,621 shares 182,621 $16.2M 0.06% +74,075 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: 85,852 shares; 2024Q4: 77,034 shares; 2025Q1: 35,121 shares; 2025Q2: 37,964 shares; 2025Q3: 37,863 shares; 2025Q4: 42,328 shares; 2026Q1: 59,080 shares 59,080 $16.1M 0.06% +16,752 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: 8,792 shares; 2025Q2: 124,601 shares; 2025Q3: 136,487 shares; 2025Q4: 156,107 shares; 2026Q1: 442,798 shares 442,798 $16M 0.06% +286,691 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: 96,019 shares; 2024Q4: 128,111 shares; 2025Q1: 196,964 shares; 2025Q2: 122,731 shares; 2025Q3: 115,395 shares; 2025Q4: 126,072 shares; 2026Q1: 145,726 shares 145,726 $16M 0.06% +19,654 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: 99,188 shares; 2024Q4: 109,600 shares; 2025Q1: 163,040 shares; 2025Q2: 177,015 shares; 2025Q3: 136,086 shares; 2025Q4: 125,786 shares; 2026Q1: 325,735 shares 325,735 $15.9M 0.06% +199,949 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,115 shares; 2024Q4: 79,987 shares; 2025Q1: 76,624 shares; 2025Q2: 74,533 shares; 2025Q3: 111,707 shares; 2025Q4: 88,193 shares; 2026Q1: 87,095 shares 87,095 $15.9M 0.06% -1,098 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: 126,248 shares; 2024Q4: 131,222 shares; 2025Q1: 104,197 shares; 2025Q2: 97,835 shares; 2025Q3: 122,336 shares; 2025Q4: 125,684 shares; 2026Q1: 145,242 shares 145,242 $15.8M 0.06% +19,558 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,904 shares; 2024Q4: 65,494 shares; 2025Q1: 74,245 shares; 2025Q2: 90,636 shares; 2025Q3: 95,888 shares; 2025Q4: 107,306 shares; 2026Q1: 98,431 shares 98,431 $15.7M 0.06% -8,875 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,892 shares; 2024Q4: 214,803 shares; 2025Q1: 251,789 shares; 2025Q2: 220,557 shares; 2025Q3: 249,167 shares; 2025Q4: 253,856 shares; 2026Q1: 270,283 shares 270,283 $15.7M 0.06% +16,427 Timeline EPI 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: 371,585 shares; 2024Q4: 306,366 shares; 2025Q1: 308,130 shares; 2025Q2: 338,167 shares; 2025Q3: 324,191 shares; 2025Q4: 389,934 shares; 2026Q1: 383,440 shares 383,440 $15.6M 0.06% -6,494 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 17,240 shares; 2025Q1: 87,927 shares; 2025Q2: 145,756 shares; 2025Q3: 152,520 shares; 2025Q4: 161,119 shares; 2026Q1: 167,586 shares 167,586 $15.5M 0.06% +6,467 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: 475,925 shares; 2024Q4: 131,573 shares; 2025Q1: 138,246 shares; 2025Q2: 198,387 shares; 2025Q3: 242,062 shares; 2025Q4: 257,502 shares; 2026Q1: 274,086 shares 274,086 $15.5M 0.06% +16,584 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,289 shares; 2024Q4: 150,793 shares; 2025Q1: 156,118 shares; 2025Q2: 157,092 shares; 2025Q3: 175,841 shares; 2025Q4: 165,239 shares; 2026Q1: 164,777 shares 164,777 $15.5M 0.06% -462 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,399 shares; 2024Q4: 134,363 shares; 2025Q1: 56,702 shares; 2025Q2: 179,341 shares; 2025Q3: 68,859 shares; 2025Q4: 75,028 shares; 2026Q1: 283,952 shares 283,952 $15.3M 0.06% +208,924 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: 73,301 shares; 2024Q4: 50,772 shares; 2025Q1: 31,322 shares; 2025Q2: 34,065 shares; 2025Q3: 69,288 shares; 2025Q4: 53,679 shares; 2026Q1: 62,642 shares 62,642 $15.3M 0.06% +8,963 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,019 shares; 2024Q4: 326,955 shares; 2025Q1: 314,802 shares; 2025Q2: 305,087 shares; 2025Q3: 327,740 shares; 2025Q4: 319,944 shares; 2026Q1: 354,994 shares 354,994 $15.3M 0.06% +35,050 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,157 shares; 2024Q4: 56,176 shares; 2025Q1: 56,688 shares; 2025Q2: 37,135 shares; 2025Q3: 39,883 shares; 2025Q4: 40,198 shares; 2026Q1: 41,214 shares 41,214 $15.3M 0.06% +1,016 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,251 shares; 2024Q4: 50,554 shares; 2025Q1: 43,577 shares; 2025Q2: 101,206 shares; 2025Q3: 118,117 shares; 2025Q4: 119,754 shares; 2026Q1: 126,005 shares 126,005 $15.2M 0.06% +6,251 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,832 shares; 2024Q4: 40,528 shares; 2025Q1: 132,189 shares; 2025Q2: 175,940 shares; 2025Q3: 195,904 shares; 2025Q4: 246,400 shares; 2026Q1: 302,142 shares 302,142 $15.1M 0.06% +55,742 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: 139,566 shares; 2024Q4: 139,330 shares; 2025Q1: 145,835 shares; 2025Q2: 152,462 shares; 2025Q3: 169,582 shares; 2025Q4: 163,287 shares; 2026Q1: 184,356 shares 184,356 $15.1M 0.06% +21,069 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: 21,677 shares; 2024Q4: 54,406 shares; 2025Q1: 249,832 shares; 2025Q2: 467,657 shares; 2025Q3: 682,049 shares; 2025Q4: 706,012 shares; 2026Q1: 420,417 shares 420,417 $15M 0.06% -285,595 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: 57,805 shares; 2024Q4: 43,239 shares; 2025Q1: 49,961 shares; 2025Q2: 46,946 shares; 2025Q3: 47,854 shares; 2025Q4: 52,292 shares; 2026Q1: 60,489 shares 60,489 $14.9M 0.06% +8,197 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,718 shares; 2024Q4: 135,158 shares; 2025Q1: 119,701 shares; 2025Q2: 143,437 shares; 2025Q3: 166,425 shares; 2025Q4: 124,786 shares; 2026Q1: 164,878 shares 164,878 $14.9M 0.06% +40,092 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: 192,985 shares; 2024Q4: 236,423 shares; 2025Q1: 154,042 shares; 2025Q2: 187,096 shares; 2025Q3: 284,585 shares; 2025Q4: 288,742 shares; 2026Q1: 307,211 shares 307,211 $14.8M 0.06% +18,469 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,360 shares; 2024Q4: 87,304 shares; 2025Q1: 90,163 shares; 2025Q2: 90,519 shares; 2025Q3: 90,703 shares; 2025Q4: 107,705 shares; 2026Q1: 116,579 shares 116,579 $14.7M 0.06% +8,874 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: 20,998 shares; 2024Q4: 8,405 shares; 2025Q1: 7,762 shares; 2025Q2: 8,740 shares; 2025Q3: 12,702 shares; 2025Q4: 15,862 shares; 2026Q1: 16,920 shares 16,920 $14.6M 0.06% +1,058 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: 903,642 shares; 2024Q4: 925,859 shares; 2025Q1: 624,003 shares; 2025Q2: 582,730 shares; 2025Q3: 339,186 shares; 2025Q4: 428,828 shares; 2026Q1: 325,733 shares 325,733 $14.6M 0.06% -103,095 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,795 shares; 2024Q4: 73,768 shares; 2025Q1: 71,949 shares; 2025Q2: 67,132 shares; 2025Q3: 66,214 shares; 2025Q4: 65,063 shares; 2026Q1: 67,629 shares 67,629 $14.6M 0.06% +2,566 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,472 shares; 2025Q2: 145,845 shares; 2025Q3: 310,558 shares; 2025Q4: 331,935 shares; 2026Q1: 372,885 shares 372,885 $14.5M 0.06% +40,950 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,448 shares; 2024Q4: 233,269 shares; 2025Q1: 219,758 shares; 2025Q2: 206,935 shares; 2025Q3: 194,833 shares; 2025Q4: 196,317 shares; 2026Q1: 239,312 shares 239,312 $14.5M 0.05% +42,995 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: 55,943 shares; 2024Q4: 71,135 shares; 2025Q1: 73,665 shares; 2025Q2: 80,523 shares; 2025Q3: 80,082 shares; 2025Q4: 109,158 shares; 2026Q1: 88,205 shares 88,205 $14.5M 0.05% -20,953 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: 15,719 shares; 2024Q4: 34,974 shares; 2025Q1: 39,870 shares; 2025Q2: 51,414 shares; 2025Q3: 109,871 shares; 2025Q4: 118,360 shares; 2026Q1: 313,650 shares 313,650 $14.4M 0.05% +195,290 Timeline OUSA 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: 238,661 shares; 2024Q4: 244,495 shares; 2025Q1: 234,717 shares; 2025Q2: 245,610 shares; 2025Q3: 243,103 shares; 2025Q4: 259,742 shares; 2026Q1: 259,453 shares 259,453 $14.4M 0.05% -289 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,893 shares; 2024Q4: 223,704 shares; 2025Q1: 213,355 shares; 2025Q2: 217,392 shares; 2025Q3: 203,639 shares; 2025Q4: 365,620 shares; 2026Q1: 352,233 shares 352,233 $14.4M 0.05% -13,387 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,550 shares; 2024Q4: 219,358 shares; 2025Q1: 197,208 shares; 2025Q2: 190,259 shares; 2025Q3: 244,938 shares; 2025Q4: 308,202 shares; 2026Q1: 350,232 shares 350,232 $14.4M 0.05% +42,030 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,579 shares; 2024Q4: 37,664 shares; 2025Q1: 36,925 shares; 2025Q2: 44,394 shares; 2025Q3: 43,931 shares; 2025Q4: 43,170 shares; 2026Q1: 47,955 shares 47,955 $14.3M 0.05% +4,785 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: 107,653 shares; 2024Q4: 136,428 shares; 2025Q1: 120,818 shares; 2025Q2: 158,121 shares; 2025Q3: 183,273 shares; 2025Q4: 475,819 shares; 2026Q1: 649,951 shares 649,951 $14.2M 0.05% +174,132 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,281 shares; 2024Q4: 175,726 shares; 2025Q1: 129,845 shares; 2025Q2: 140,005 shares; 2025Q3: 133,902 shares; 2025Q4: 137,150 shares; 2026Q1: 124,956 shares 124,956 $14.2M 0.05% -12,194 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: 143,423 shares; 2024Q4: 48,013 shares; 2025Q1: 39,627 shares; 2025Q2: 45,853 shares; 2025Q3: 52,899 shares; 2025Q4: 150,640 shares; 2026Q1: 178,643 shares 178,643 $14.2M 0.05% +28,003 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,591 shares; 2024Q4: 235,268 shares; 2025Q1: 448,839 shares; 2025Q2: 533,439 shares; 2025Q3: 587,540 shares; 2025Q4: 536,293 shares; 2026Q1: 571,791 shares 571,791 $14.2M 0.05% +35,498 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,657 shares; 2024Q4: 185,216 shares; 2025Q1: 178,660 shares; 2025Q2: 187,820 shares; 2025Q3: 174,541 shares; 2025Q4: 220,794 shares; 2026Q1: 281,594 shares 281,594 $14.1M 0.05% +60,800 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,339 shares; 2024Q4: 30,365 shares; 2025Q1: 29,402 shares; 2025Q2: 25,556 shares; 2025Q3: 27,156 shares; 2025Q4: 27,816 shares; 2026Q1: 28,601 shares 28,601 $14.1M 0.05% +785 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,371 shares; 2024Q4: 55,087 shares; 2025Q1: 55,437 shares; 2025Q2: 64,244 shares; 2025Q3: 63,261 shares; 2025Q4: 64,683 shares; 2026Q1: 67,334 shares 67,334 $14M 0.05% +2,651 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: 119,250 shares; 2024Q4: 150,200 shares; 2025Q1: 116,921 shares; 2025Q2: 187,510 shares; 2025Q3: 179,736 shares; 2025Q4: 279,928 shares; 2026Q1: 275,075 shares 275,075 $14M 0.05% -4,853 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,959 shares; 2024Q4: 471,044 shares; 2025Q1: 445,764 shares; 2025Q2: 445,639 shares; 2025Q3: 464,979 shares; 2025Q4: 579,381 shares; 2026Q1: 711,405 shares 711,405 $13.9M 0.05% +132,024 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,775 shares; 2024Q4: 86,765 shares; 2025Q1: 90,178 shares; 2025Q2: 70,193 shares; 2025Q3: 65,661 shares; 2025Q4: 69,802 shares; 2026Q1: 73,257 shares 73,257 $13.9M 0.05% +3,455 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,506 shares; 2024Q4: 99,406 shares; 2025Q1: 107,142 shares; 2025Q2: 110,996 shares; 2025Q3: 123,380 shares; 2025Q4: 128,559 shares; 2026Q1: 148,142 shares 148,142 $13.9M 0.05% +19,583 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: 14,322 shares; 2024Q4: 23,217 shares; 2025Q1: 22,816 shares; 2025Q2: 34,479 shares; 2025Q3: 39,114 shares; 2025Q4: 39,588 shares; 2026Q1: 92,117 shares 92,117 $13.8M 0.05% +52,529 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,946 shares; 2024Q4: 75,800 shares; 2025Q1: 71,849 shares; 2025Q2: 85,145 shares; 2025Q3: 80,369 shares; 2025Q4: 78,463 shares; 2026Q1: 81,541 shares 81,541 $13.8M 0.05% +3,078 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: 13,823 shares; 2024Q4: 14,989 shares; 2025Q1: 14,986 shares; 2025Q2: 15,928 shares; 2025Q3: 17,341 shares; 2025Q4: 26,284 shares; 2026Q1: 24,969 shares 24,969 $13.7M 0.05% -1,315 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,117 shares; 2024Q4: 86,634 shares; 2025Q1: 75,051 shares; 2025Q2: 55,547 shares; 2025Q3: 58,630 shares; 2025Q4: 95,154 shares; 2026Q1: 98,061 shares 98,061 $13.7M 0.05% +2,907 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,050 shares; 2024Q4: 106,954 shares; 2025Q1: 101,726 shares; 2025Q2: 96,318 shares; 2025Q3: 95,123 shares; 2025Q4: 97,611 shares; 2026Q1: 102,835 shares 102,835 $13.6M 0.05% +5,224 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,898 shares; 2024Q4: 176,242 shares; 2025Q1: 178,003 shares; 2025Q2: 180,569 shares; 2025Q3: 173,711 shares; 2025Q4: 172,230 shares; 2026Q1: 175,447 shares 175,447 $13.5M 0.05% +3,217 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: 78,042 shares; 2024Q4: 100,226 shares; 2025Q1: 328,086 shares; 2025Q2: 263,362 shares; 2025Q3: 194,591 shares; 2025Q4: 178,753 shares; 2026Q1: 147,635 shares 147,635 $13.5M 0.05% -31,118 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,205 shares; 2024Q4: 72,793 shares; 2025Q1: 66,104 shares; 2025Q2: 262,194 shares; 2025Q3: 312,658 shares; 2025Q4: 358,169 shares; 2026Q1: 317,837 shares 317,837 $13.5M 0.05% -40,332 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,575 shares; 2024Q4: 172,742 shares; 2025Q1: 195,966 shares; 2025Q2: 207,872 shares; 2025Q3: 243,232 shares; 2025Q4: 262,391 shares; 2026Q1: 271,655 shares 271,655 $13.5M 0.05% +9,264 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,829 shares; 2024Q4: 341,143 shares; 2025Q1: 334,244 shares; 2025Q2: 331,289 shares; 2025Q3: 308,615 shares; 2025Q4: 300,717 shares; 2026Q1: 334,764 shares 334,764 $13.4M 0.05% +34,047 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,743 shares; 2024Q4: 269,854 shares; 2025Q1: 257,248 shares; 2025Q2: 272,664 shares; 2025Q3: 236,501 shares; 2025Q4: 264,368 shares; 2026Q1: 315,262 shares 315,262 $13.4M 0.05% +50,894 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,657 shares; 2024Q4: 18,821 shares; 2025Q1: 20,193 shares; 2025Q2: 22,476 shares; 2025Q3: 18,977 shares; 2025Q4: 20,777 shares; 2026Q1: 57,845 shares 57,845 $13.3M 0.05% +37,068 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 20,702 shares; 2025Q1: 18,178 shares; 2025Q2: 16,898 shares; 2025Q3: 18,834 shares; 2025Q4: 19,612 shares; 2026Q1: 19,482 shares 19,482 $13.3M 0.05% -130 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,812 shares; 2024Q4: 216,596 shares; 2025Q1: 187,230 shares; 2025Q2: 164,963 shares; 2025Q3: 168,131 shares; 2025Q4: 206,137 shares; 2026Q1: 211,458 shares 211,458 $13.3M 0.05% +5,321 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,553 shares; 2024Q4: 47,211 shares; 2025Q1: 66,949 shares; 2025Q2: 69,875 shares; 2025Q3: 78,045 shares; 2025Q4: 283,778 shares; 2026Q1: 285,658 shares 285,658 $13.2M 0.05% +1,880 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,294 shares; 2024Q4: 152,441 shares; 2025Q1: 153,701 shares; 2025Q2: 154,408 shares; 2025Q3: 190,048 shares; 2025Q4: 196,289 shares; 2026Q1: 214,204 shares 214,204 $13.2M 0.05% +17,915 Timeline ACYN 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: 644,722 shares 644,722 $13.1M 0.05% new 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: 301,168 shares; 2024Q4: 318,175 shares; 2025Q1: 338,558 shares; 2025Q2: 360,092 shares; 2025Q3: 359,766 shares; 2025Q4: 379,058 shares; 2026Q1: 389,628 shares 389,628 $13.1M 0.05% +10,570 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: 131,168 shares; 2024Q4: 127,565 shares; 2025Q1: 152,418 shares; 2025Q2: 111,563 shares; 2025Q3: 156,687 shares; 2025Q4: 158,818 shares; 2026Q1: 247,302 shares 247,302 $13M 0.05% +88,484 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: 192,466 shares; 2024Q4: 191,422 shares; 2025Q1: 235,597 shares; 2025Q2: 234,894 shares; 2025Q3: 246,566 shares; 2025Q4: 271,343 shares; 2026Q1: 260,475 shares 260,475 $13M 0.05% -10,868 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: 181,367 shares; 2024Q4: 96,485 shares; 2025Q1: 85,315 shares; 2025Q2: 95,631 shares; 2025Q3: 137,791 shares; 2025Q4: 150,564 shares; 2026Q1: 156,500 shares 156,500 $13M 0.05% +5,936 Timeline FDLO 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: 311,750 shares; 2024Q4: 328,463 shares; 2025Q1: 322,675 shares; 2025Q2: 346,284 shares; 2025Q3: 328,722 shares; 2025Q4: 244,592 shares; 2026Q1: 200,461 shares 200,461 $12.9M 0.05% -44,131 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,721 shares; 2024Q4: 135,563 shares; 2025Q1: 140,289 shares; 2025Q2: 190,758 shares; 2025Q3: 199,391 shares; 2025Q4: 230,807 shares; 2026Q1: 380,027 shares 380,027 $12.9M 0.05% +149,220 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,823 shares; 2024Q4: 250,128 shares; 2025Q1: 256,291 shares; 2025Q2: 249,274 shares; 2025Q3: 233,254 shares; 2025Q4: 291,215 shares; 2026Q1: 161,403 shares 161,403 $12.8M 0.05% -129,812 Timeline JSI 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: 8,678 shares; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 7,610 shares; 2025Q3: 118,384 shares; 2025Q4: 164,258 shares; 2026Q1: 248,158 shares 248,158 $12.8M 0.05% +83,900 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: 362,449 shares; 2024Q4: 303,294 shares; 2025Q1: 264,685 shares; 2025Q2: 248,659 shares; 2025Q3: 168,306 shares; 2025Q4: 171,022 shares; 2026Q1: 213,422 shares 213,422 $12.8M 0.05% +42,400 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: 137,288 shares; 2024Q4: 129,834 shares; 2025Q1: 133,700 shares; 2025Q2: 111,348 shares; 2025Q3: 109,657 shares; 2025Q4: 114,120 shares; 2026Q1: 114,844 shares 114,844 $12.7M 0.05% +724 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,229 shares; 2024Q4: 73,823 shares; 2025Q1: 70,143 shares; 2025Q2: 60,730 shares; 2025Q3: 56,623 shares; 2025Q4: 59,564 shares; 2026Q1: 61,597 shares 61,597 $12.7M 0.05% +2,033 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,203 shares; 2024Q4: 264,156 shares; 2025Q1: 294,792 shares; 2025Q2: 338,811 shares; 2025Q3: 300,029 shares; 2025Q4: 316,058 shares; 2026Q1: 477,772 shares 477,772 $12.5M 0.05% +161,714 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,040 shares; 2024Q4: 480,404 shares; 2025Q1: 522,238 shares; 2025Q2: 522,902 shares; 2025Q3: 535,815 shares; 2025Q4: 562,490 shares; 2026Q1: 506,120 shares 506,120 $12.5M 0.05% -56,370 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,828 shares; 2024Q4: 290,989 shares; 2025Q1: 233,028 shares; 2025Q2: 256,865 shares; 2025Q3: 246,642 shares; 2025Q4: 232,424 shares; 2026Q1: 257,029 shares 257,029 $12.5M 0.05% +24,605 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: 78,227 shares; 2024Q4: 79,919 shares; 2025Q1: 73,476 shares; 2025Q2: 85,467 shares; 2025Q3: 86,764 shares; 2025Q4: 96,913 shares; 2026Q1: 103,926 shares 103,926 $12.3M 0.05% +7,013 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,784 shares; 2024Q4: 283,959 shares; 2025Q1: 261,123 shares; 2025Q2: 306,929 shares; 2025Q3: 247,571 shares; 2025Q4: 244,265 shares; 2026Q1: 391,166 shares 391,166 $12.3M 0.05% +146,901 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,119 shares; 2024Q4: 422,859 shares; 2025Q1: 298,103 shares; 2025Q2: 306,705 shares; 2025Q3: 297,282 shares; 2025Q4: 296,753 shares; 2026Q1: 286,224 shares 286,224 $12.3M 0.05% -10,529 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,856 shares; 2025Q1: 213,783 shares; 2025Q2: 303,348 shares; 2025Q3: 322,965 shares; 2025Q4: 345,692 shares; 2026Q1: 507,186 shares 507,186 $12.3M 0.05% +161,494 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: 12,187 shares; 2024Q4: 16,477 shares; 2025Q1: 16,558 shares; 2025Q2: 18,966 shares; 2025Q3: 21,771 shares; 2025Q4: 23,961 shares; 2026Q1: 43,193 shares 43,193 $12.3M 0.05% +19,232 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: 82,489 shares; 2025Q1: 87,730 shares; 2025Q2: 94,239 shares; 2025Q3: 99,591 shares; 2025Q4: 96,274 shares; 2026Q1: 98,576 shares 98,576 $12.1M 0.05% +2,302 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: 16,167 shares; 2024Q4: 13,353 shares; 2025Q1: 11,150 shares; 2025Q2: 11,053 shares; 2025Q3: 19,890 shares; 2025Q4: 17,670 shares; 2026Q1: 24,381 shares 24,381 $12.1M 0.05% +6,711 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: 191,625 shares; 2024Q4: 210,431 shares; 2025Q1: 214,167 shares; 2025Q2: 201,547 shares; 2025Q3: 221,678 shares; 2025Q4: 242,631 shares; 2026Q1: 257,027 shares 257,027 $12.1M 0.05% +14,396 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: 66,326 shares; 2024Q4: 68,191 shares; 2025Q1: 73,561 shares; 2025Q2: 82,248 shares; 2025Q3: 82,608 shares; 2025Q4: 122,035 shares; 2026Q1: 130,447 shares 130,447 $12.1M 0.05% +8,412 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,956 shares; 2024Q4: 119,048 shares; 2025Q1: 90,820 shares; 2025Q2: 137,161 shares; 2025Q3: 86,822 shares; 2025Q4: 84,064 shares; 2026Q1: 224,054 shares 224,054 $12M 0.05% +139,990 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,587 shares; 2024Q4: 316,767 shares; 2025Q1: 422,240 shares; 2025Q2: 453,777 shares; 2025Q3: 510,406 shares; 2025Q4: 537,021 shares; 2026Q1: 571,903 shares 571,903 $11.9M 0.04% +34,882 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: 144,956 shares; 2024Q4: 162,126 shares; 2025Q1: 169,509 shares; 2025Q2: 213,115 shares; 2025Q3: 215,135 shares; 2025Q4: 270,565 shares; 2026Q1: 307,657 shares 307,657 $11.8M 0.04% +37,092 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: 172,638 shares; 2024Q4: 84,759 shares; 2025Q1: 77,340 shares; 2025Q2: 73,853 shares; 2025Q3: 99,811 shares; 2025Q4: 78,888 shares; 2026Q1: 89,502 shares 89,502 $11.8M 0.04% +10,614 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,667 shares; 2024Q4: 7,366 shares; 2025Q1: 68,069 shares; 2025Q2: 125,236 shares; 2025Q3: 139,105 shares; 2025Q4: 148,298 shares; 2026Q1: 139,254 shares 139,254 $11.8M 0.04% -9,044 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,776 shares; 2024Q4: 277,530 shares; 2025Q1: 285,360 shares; 2025Q2: 303,678 shares; 2025Q3: 315,731 shares; 2025Q4: 322,210 shares; 2026Q1: 334,878 shares 334,878 $11.7M 0.04% +12,668 Timeline SCIO 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: 23,500 shares; 2026Q1: 568,187 shares 568,187 $11.7M 0.04% +544,687 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523,188 shares; 2024Q4: 97,284 shares; 2025Q1: 164,372 shares; 2025Q2: 176,357 shares; 2025Q3: 197,733 shares; 2025Q4: 237,178 shares; 2026Q1: 251,676 shares 251,676 $11.7M 0.04% +14,498 Timeline PWV 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: 131,846 shares; 2024Q4: 147,925 shares; 2025Q1: 140,663 shares; 2025Q2: 153,455 shares; 2025Q3: 143,707 shares; 2025Q4: 149,756 shares; 2026Q1: 167,056 shares 167,056 $11.6M 0.04% +17,300 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,177 shares; 2024Q4: 200,359 shares; 2025Q1: 187,159 shares; 2025Q2: 217,545 shares; 2025Q3: 228,293 shares; 2025Q4: 222,521 shares; 2026Q1: 242,623 shares 242,623 $11.4M 0.04% +20,102 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,683 shares; 2024Q4: 222,527 shares; 2025Q1: 186,350 shares; 2025Q2: 207,744 shares; 2025Q3: 176,199 shares; 2025Q4: 181,872 shares; 2026Q1: 255,499 shares 255,499 $11.4M 0.04% +73,627 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,999 shares; 2024Q4: 205,379 shares; 2025Q1: 184,212 shares; 2025Q2: 167,722 shares; 2025Q3: 163,751 shares; 2025Q4: 178,247 shares; 2026Q1: 193,072 shares 193,072 $11.4M 0.04% +14,825 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,814 shares; 2024Q4: 89,184 shares; 2025Q1: 102,638 shares; 2025Q2: 207,794 shares; 2025Q3: 130,243 shares; 2025Q4: 151,570 shares; 2026Q1: 317,362 shares 317,362 $11.4M 0.04% +165,792 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: 47,423 shares; 2024Q4: 38,309 shares; 2025Q1: 38,683 shares; 2025Q2: 37,717 shares; 2025Q3: 46,675 shares; 2025Q4: 33,870 shares; 2026Q1: 34,868 shares 34,868 $11.4M 0.04% +998 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,189 shares; 2024Q4: 65,844 shares; 2025Q1: 66,354 shares; 2025Q2: 69,850 shares; 2025Q3: 114,696 shares; 2025Q4: 110,429 shares; 2026Q1: 83,543 shares 83,543 $11.4M 0.04% -26,886 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,602 shares; 2024Q4: 158,777 shares; 2025Q1: 207,205 shares; 2025Q2: 345,367 shares; 2025Q3: 397,382 shares; 2025Q4: 433,613 shares; 2026Q1: 522,516 shares 522,516 $11.3M 0.04% +88,903 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,230 shares; 2024Q4: 169,098 shares; 2025Q1: 150,696 shares; 2025Q2: 164,073 shares; 2025Q3: 160,182 shares; 2025Q4: 163,108 shares; 2026Q1: 166,444 shares 166,444 $11.3M 0.04% +3,336 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,095 shares; 2024Q4: 56,107 shares; 2025Q1: 56,691 shares; 2025Q2: 56,333 shares; 2025Q3: 58,062 shares; 2025Q4: 167,997 shares; 2026Q1: 267,802 shares 267,802 $11.2M 0.04% +99,805 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: 21,626 shares; 2024Q4: 24,310 shares; 2025Q1: 21,693 shares; 2025Q2: 24,004 shares; 2025Q3: 22,991 shares; 2025Q4: 23,586 shares; 2026Q1: 26,934 shares 26,934 $11.2M 0.04% +3,348 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,861 shares; 2024Q4: 171,014 shares; 2025Q1: 175,919 shares; 2025Q2: 217,705 shares; 2025Q3: 216,643 shares; 2025Q4: 226,388 shares; 2026Q1: 215,633 shares 215,633 $11.2M 0.04% -10,755 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: 81,637 shares; 2024Q4: 83,019 shares; 2025Q1: 80,472 shares; 2025Q2: 81,260 shares; 2025Q3: 74,329 shares; 2025Q4: 68,330 shares; 2026Q1: 79,173 shares 79,173 $11.2M 0.04% +10,843 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,794 shares; 2024Q4: 611,681 shares; 2025Q1: 629,161 shares; 2025Q2: 655,302 shares; 2025Q3: 649,245 shares; 2025Q4: 668,117 shares; 2026Q1: 715,431 shares 715,431 $11.2M 0.04% +47,314 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,297 shares; 2024Q4: 297,398 shares; 2025Q1: 278,658 shares; 2025Q2: 260,462 shares; 2025Q3: 260,682 shares; 2025Q4: 276,946 shares; 2026Q1: 293,761 shares 293,761 $11.2M 0.04% +16,815 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: 24,788 shares; 2025Q3: 87,444 shares; 2025Q4: 185,584 shares; 2026Q1: 222,131 shares 222,131 $11.1M 0.04% +36,547 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,542 shares; 2025Q2: 17,201 shares; 2025Q3: 29,827 shares; 2025Q4: 71,581 shares; 2026Q1: 438,921 shares 438,921 $11.1M 0.04% +367,340 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 18,108 shares; 2026Q1: 128,846 shares 128,846 $11M 0.04% +110,738 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: 5,974 shares; 2024Q4: 36,505 shares; 2025Q1: 72,853 shares; 2025Q2: 157,902 shares; 2025Q3: 183,137 shares; 2025Q4: 206,047 shares; 2026Q1: 223,414 shares 223,414 $11M 0.04% +17,367 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,824 shares; 2024Q4: 43,121 shares; 2025Q1: 44,092 shares; 2025Q2: 49,086 shares; 2025Q3: 53,403 shares; 2025Q4: 72,754 shares; 2026Q1: 103,173 shares 103,173 $11M 0.04% +30,419 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,783 shares; 2024Q4: 45,300 shares; 2025Q1: 36,728 shares; 2025Q2: 44,855 shares; 2025Q3: 38,010 shares; 2025Q4: 38,127 shares; 2026Q1: 46,449 shares 46,449 $11M 0.04% +8,322 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,207 shares; 2024Q4: 105,843 shares; 2025Q1: 107,829 shares; 2025Q2: 124,613 shares; 2025Q3: 135,243 shares; 2025Q4: 134,367 shares; 2026Q1: 163,533 shares 163,533 $11M 0.04% +29,166 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,884 shares; 2024Q4: 235,974 shares; 2025Q1: 207,654 shares; 2025Q2: 222,724 shares; 2025Q3: 197,899 shares; 2025Q4: 212,051 shares; 2026Q1: 254,520 shares 254,520 $11M 0.04% +42,469 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: 47,071 shares; 2024Q4: 49,831 shares; 2025Q1: 25,602 shares; 2025Q2: 26,979 shares; 2025Q3: 53,417 shares; 2025Q4: 53,640 shares; 2026Q1: 90,471 shares 90,471 $10.9M 0.04% +36,831 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,479 shares; 2024Q4: 301,660 shares; 2025Q1: 254,655 shares; 2025Q2: 266,765 shares; 2025Q3: 260,807 shares; 2025Q4: 265,517 shares; 2026Q1: 269,281 shares 269,281 $10.9M 0.04% +3,764 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: 46,273 shares; 2024Q4: 50,031 shares; 2025Q1: 50,019 shares; 2025Q2: 43,585 shares; 2025Q3: 46,913 shares; 2025Q4: 45,756 shares; 2026Q1: 75,358 shares 75,358 $10.9M 0.04% +29,602 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: 14,755 shares; 2024Q4: 15,635 shares; 2025Q1: 14,211 shares; 2025Q2: 17,966 shares; 2025Q3: 19,261 shares; 2025Q4: 23,003 shares; 2026Q1: 23,564 shares 23,564 $10.9M 0.04% +561 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,176 shares; 2024Q4: 38,742 shares; 2025Q1: 38,278 shares; 2025Q2: 38,510 shares; 2025Q3: 38,745 shares; 2025Q4: 39,910 shares; 2026Q1: 43,439 shares 43,439 $10.9M 0.04% +3,529 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,256 shares; 2024Q4: 319,282 shares; 2025Q1: 348,852 shares; 2025Q2: 304,525 shares; 2025Q3: 289,734 shares; 2025Q4: 315,391 shares; 2026Q1: 324,247 shares 324,247 $10.9M 0.04% +8,856 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,029 shares; 2025Q1: 7,680 shares; 2025Q2: 8,590 shares; 2025Q3: 10,749 shares; 2025Q4: 13,076 shares; 2026Q1: 14,804 shares 14,804 $10.8M 0.04% +1,728 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,008 shares; 2024Q4: 58,037 shares; 2025Q1: 67,612 shares; 2025Q2: 103,071 shares; 2025Q3: 109,095 shares; 2025Q4: 106,513 shares; 2026Q1: 108,696 shares 108,696 $10.8M 0.04% +2,183 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,498 shares; 2024Q4: 11,281 shares; 2025Q1: 19,476 shares; 2025Q2: 8,844 shares; 2025Q3: 8,353 shares; 2025Q4: 8,868 shares; 2026Q1: 243,973 shares 243,973 $10.5M 0.04% +235,105 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: 19,988 shares; 2024Q4: 19,029 shares; 2025Q1: 197,619 shares; 2025Q2: 226,501 shares; 2025Q3: 248,072 shares; 2025Q4: 256,453 shares; 2026Q1: 262,803 shares 262,803 $10.5M 0.04% +6,350 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 7,202 shares; 2025Q1: 6,733 shares; 2025Q2: 6,058 shares; 2025Q3: 6,016 shares; 2025Q4: 7,276 shares; 2026Q1: 7,083 shares 7,083 $10.4M 0.04% -193 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: 169,607 shares; 2024Q4: 171,522 shares; 2025Q1: 168,688 shares; 2025Q2: 171,168 shares; 2025Q3: 191,386 shares; 2025Q4: 224,423 shares; 2026Q1: 245,811 shares 245,811 $10.4M 0.04% +21,388 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: 197,301 shares; 2024Q4: 187,177 shares; 2025Q1: 206,588 shares; 2025Q2: 216,553 shares; 2025Q3: 209,216 shares; 2025Q4: 226,802 shares; 2026Q1: 226,060 shares 226,060 $10.4M 0.04% -742 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: 98,044 shares; 2024Q4: 105,708 shares; 2025Q1: 98,241 shares; 2025Q2: 109,442 shares; 2025Q3: 108,591 shares; 2025Q4: 117,811 shares; 2026Q1: 119,863 shares 119,863 $10.4M 0.04% +2,052 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: 2,580 shares; 2024Q4: 84,198 shares; 2025Q1: 88,000 shares; 2025Q2: 88,917 shares; 2025Q3: 103,009 shares; 2025Q4: 101,096 shares; 2026Q1: 101,327 shares 101,327 $10.3M 0.04% +231 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,782 shares; 2024Q4: 69,567 shares; 2025Q1: 65,769 shares; 2025Q2: 75,901 shares; 2025Q3: 91,462 shares; 2025Q4: 106,917 shares; 2026Q1: 110,482 shares 110,482 $10.3M 0.04% +3,565 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: 161,810 shares; 2024Q4: 158,795 shares; 2025Q1: 138,557 shares; 2025Q2: 76,370 shares; 2025Q3: 81,929 shares; 2025Q4: 102,123 shares; 2026Q1: 105,767 shares 105,767 $10.2M 0.04% +3,644 Timeline ACWV 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: 100,573 shares; 2024Q4: 93,532 shares; 2025Q1: 86,839 shares; 2025Q2: 93,381 shares; 2025Q3: 86,543 shares; 2025Q4: 83,683 shares; 2026Q1: 85,513 shares 85,513 $10.2M 0.04% +1,830 Timeline FVAL 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: 128,973 shares; 2024Q4: 147,101 shares; 2025Q1: 149,188 shares; 2025Q2: 178,389 shares; 2025Q3: 198,677 shares; 2025Q4: 196,303 shares; 2026Q1: 147,059 shares 147,059 $10.2M 0.04% -49,244 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,036 shares; 2024Q4: 234,845 shares; 2025Q1: 232,371 shares; 2025Q2: 215,573 shares; 2025Q3: 220,857 shares; 2025Q4: 210,343 shares; 2026Q1: 213,694 shares 213,694 $10.2M 0.04% +3,351 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,754 shares; 2024Q4: 45,855 shares; 2025Q1: 49,750 shares; 2025Q2: 55,885 shares; 2025Q3: 64,158 shares; 2025Q4: 86,793 shares; 2026Q1: 107,812 shares 107,812 $10.2M 0.04% +21,019 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 48,201 shares; 2025Q1: 43,065 shares; 2025Q2: 45,567 shares; 2025Q3: 49,748 shares; 2025Q4: 54,209 shares; 2026Q1: 53,328 shares 53,328 $10.1M 0.04% -881 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,286 shares; 2024Q4: 17,471 shares; 2025Q1: 19,802 shares; 2025Q2: 18,843 shares; 2025Q3: 26,856 shares; 2025Q4: 27,284 shares; 2026Q1: 28,153 shares 28,153 $10.1M 0.04% +869 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,288 shares; 2024Q4: 204,802 shares; 2025Q1: 220,528 shares; 2025Q2: 218,660 shares; 2025Q3: 207,867 shares; 2025Q4: 221,487 shares; 2026Q1: 237,265 shares 237,265 $10.1M 0.04% +15,778 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,032 shares; 2024Q4: 229,366 shares; 2025Q1: 242,491 shares; 2025Q2: 256,822 shares; 2025Q3: 238,139 shares; 2025Q4: 248,868 shares; 2026Q1: 300,238 shares 300,238 $10.1M 0.04% +51,370 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,338 shares; 2024Q4: 176,542 shares; 2025Q1: 161,321 shares; 2025Q2: 165,355 shares; 2025Q3: 152,678 shares; 2025Q4: 158,173 shares; 2026Q1: 105,763 shares 105,763 $10M 0.04% -52,410 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,113 shares; 2024Q4: 73,298 shares; 2025Q1: 69,821 shares; 2025Q2: 95,107 shares; 2025Q3: 115,295 shares; 2025Q4: 149,305 shares; 2026Q1: 217,163 shares 217,163 $10M 0.04% +67,858 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 98,649 shares; 2025Q1: 99,359 shares; 2025Q2: 98,710 shares; 2025Q3: 106,375 shares; 2025Q4: 107,399 shares; 2026Q1: 113,269 shares 113,269 $10M 0.04% +5,870 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,133 shares; 2024Q4: 1,173,961 shares; 2025Q1: 720,890 shares; 2025Q2: 343,549 shares; 2025Q3: 355,450 shares; 2025Q4: 350,123 shares; 2026Q1: 359,192 shares 359,192 $10M 0.04% +9,069 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,903 shares; 2024Q4: 55,594 shares; 2025Q1: 48,935 shares; 2025Q2: 45,183 shares; 2025Q3: 41,403 shares; 2025Q4: 41,599 shares; 2026Q1: 42,737 shares 42,737 $10M 0.04% +1,138 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: 4,557 shares; 2025Q4: 117,591 shares; 2026Q1: 112,804 shares 112,804 $9.93M 0.04% -4,787 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,669 shares; 2024Q4: 313,805 shares; 2025Q1: 431,950 shares; 2025Q2: 444,967 shares; 2025Q3: 452,660 shares; 2025Q4: 235,073 shares; 2026Q1: 274,010 shares 274,010 $9.85M 0.04% +38,937 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,914 shares; 2024Q4: 265,072 shares; 2025Q1: 265,977 shares; 2025Q2: 279,099 shares; 2025Q3: 291,970 shares; 2025Q4: 317,782 shares; 2026Q1: 225,435 shares 225,435 $9.84M 0.04% -92,347 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: 792,603 shares; 2024Q4: 807,638 shares; 2025Q1: 904,842 shares; 2025Q2: 448,993 shares; 2025Q3: 361,140 shares; 2025Q4: 368,097 shares; 2026Q1: 428,842 shares 428,842 $9.82M 0.04% +60,745 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,034 shares; 2024Q4: 218,993 shares; 2025Q1: 207,899 shares; 2025Q2: 219,020 shares; 2025Q3: 206,262 shares; 2025Q4: 206,347 shares; 2026Q1: 212,630 shares 212,630 $9.77M 0.04% +6,283 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,640 shares; 2024Q4: 41,969 shares; 2025Q1: 42,778 shares; 2025Q2: 47,602 shares; 2025Q3: 45,913 shares; 2025Q4: 101,891 shares; 2026Q1: 117,073 shares 117,073 $9.77M 0.04% +15,182 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 18,461 shares; 2025Q1: 37,179 shares; 2025Q2: 54,839 shares; 2025Q3: 85,809 shares; 2025Q4: 121,343 shares; 2026Q1: 152,645 shares 152,645 $9.76M 0.04% +31,302 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,397 shares; 2024Q4: 395,023 shares; 2025Q1: 345,041 shares; 2025Q2: 268,994 shares; 2025Q3: 193,919 shares; 2025Q4: 235,183 shares; 2026Q1: 249,590 shares 249,590 $9.72M 0.04% +14,407 Timeline HYTI 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: 396,141 shares; 2025Q3: 413,044 shares; 2025Q4: 442,848 shares; 2026Q1: 498,386 shares 498,386 $9.6M 0.04% +55,538 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,229 shares; 2024Q4: 216,995 shares; 2025Q1: 215,951 shares; 2025Q2: 220,833 shares; 2025Q3: 215,236 shares; 2025Q4: 211,339 shares; 2026Q1: 212,578 shares 212,578 $9.55M 0.04% +1,239 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,667 shares; 2024Q4: 76,975 shares; 2025Q1: 86,298 shares; 2025Q2: 102,774 shares; 2025Q3: 110,829 shares; 2025Q4: 111,155 shares; 2026Q1: 117,360 shares 117,360 $9.52M 0.04% +6,205 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,954 shares; 2024Q4: 251,062 shares; 2025Q1: 248,489 shares; 2025Q2: 260,801 shares; 2025Q3: 250,684 shares; 2025Q4: 250,540 shares; 2026Q1: 248,559 shares 248,559 $9.52M 0.04% -1,981 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: 175,134 shares; 2024Q4: 187,649 shares; 2025Q1: 192,188 shares; 2025Q2: 72,545 shares; 2025Q3: 78,348 shares; 2025Q4: 77,347 shares; 2026Q1: 73,929 shares 73,929 $9.48M 0.04% -3,418 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: 14,222 shares; 2024Q4: 38,281 shares; 2025Q1: 64,345 shares; 2025Q2: 67,165 shares; 2025Q3: 102,408 shares; 2025Q4: 118,376 shares; 2026Q1: 154,954 shares 154,954 $9.46M 0.04% +36,578 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,126 shares; 2024Q4: 261,567 shares; 2025Q1: 255,037 shares; 2025Q2: 271,798 shares; 2025Q3: 236,415 shares; 2025Q4: 221,294 shares; 2026Q1: 302,251 shares 302,251 $9.44M 0.04% +80,957 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,821 shares; 2024Q4: 266,543 shares; 2025Q1: 239,918 shares; 2025Q2: 258,912 shares; 2025Q3: 208,531 shares; 2025Q4: 230,751 shares; 2026Q1: 244,155 shares 244,155 $9.39M 0.04% +13,404 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,164 shares; 2024Q4: 88,940 shares; 2025Q1: 59,375 shares; 2025Q2: 88,168 shares; 2025Q3: 74,435 shares; 2025Q4: 104,547 shares; 2026Q1: 188,006 shares 188,006 $9.39M 0.04% +83,459 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: 13,140 shares; 2024Q4: 14,213 shares; 2025Q1: 15,858 shares; 2025Q2: 17,312 shares; 2025Q3: 17,580 shares; 2025Q4: 91,943 shares; 2026Q1: 89,744 shares 89,744 $9.38M 0.04% -2,199 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: 94,362 shares; 2024Q4: 101,666 shares; 2025Q1: 104,841 shares; 2025Q2: 105,263 shares; 2025Q3: 116,937 shares; 2025Q4: 176,594 shares; 2026Q1: 165,787 shares 165,787 $9.34M 0.04% -10,807 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: 20,600 shares; 2024Q4: 23,576 shares; 2025Q1: 23,412 shares; 2025Q2: 24,283 shares; 2025Q3: 21,643 shares; 2025Q4: 20,532 shares; 2026Q1: 23,691 shares 23,691 $9.28M 0.04% +3,159 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,137 shares; 2024Q4: 75,287 shares; 2025Q1: 83,986 shares; 2025Q2: 86,478 shares; 2025Q3: 104,516 shares; 2025Q4: 126,180 shares; 2026Q1: 197,769 shares 197,769 $9.19M 0.03% +71,589 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,361 shares; 2024Q4: 167,585 shares; 2025Q1: 176,354 shares; 2025Q2: 175,546 shares; 2025Q3: 155,647 shares; 2025Q4: 154,596 shares; 2026Q1: 227,836 shares 227,836 $9.18M 0.03% +73,240 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,172 shares; 2024Q4: 56,503 shares; 2025Q1: 52,898 shares; 2025Q2: 52,924 shares; 2025Q3: 219,786 shares; 2025Q4: 275,076 shares; 2026Q1: 259,711 shares 259,711 $9.17M 0.03% -15,365 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,154 shares; 2024Q4: 158,627 shares; 2025Q1: 156,308 shares; 2025Q2: 173,104 shares; 2025Q3: 159,522 shares; 2025Q4: 191,037 shares; 2026Q1: 219,836 shares 219,836 $9.16M 0.03% +28,799 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 12,267 shares; 2025Q1: 11,963 shares; 2025Q2: 11,659 shares; 2025Q3: 30,877 shares; 2025Q4: 42,769 shares; 2026Q1: 43,168 shares 43,168 $9.16M 0.03% +399 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,892 shares; 2025Q1: 4,205 shares; 2025Q2: 5,058 shares; 2025Q3: 5,157 shares; 2025Q4: 22,048 shares; 2026Q1: 19,299 shares 19,299 $9.16M 0.03% -2,749 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: 53,511 shares; 2024Q4: 209,380 shares; 2025Q1: 63,914 shares; 2025Q2: 216,337 shares; 2025Q3: 76,587 shares; 2025Q4: 82,834 shares; 2026Q1: 180,072 shares 180,072 $9.15M 0.03% +97,238 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 47,366 shares; 2025Q3: 52,125 shares; 2025Q4: 133,438 shares; 2026Q1: 142,531 shares 142,531 $9.15M 0.03% +9,093 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,512 shares; 2024Q4: 225,429 shares; 2025Q1: 202,667 shares; 2025Q2: 182,523 shares; 2025Q3: 205,594 shares; 2025Q4: 205,754 shares; 2026Q1: 236,018 shares 236,018 $9.14M 0.03% +30,264 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: 92,287 shares; 2024Q4: 27,622 shares; 2025Q1: 24,381 shares; 2025Q2: 19,301 shares; 2025Q3: 25,827 shares; 2025Q4: 28,145 shares; 2026Q1: 28,602 shares 28,602 $9.1M 0.03% +457 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: 71,843 shares; 2024Q4: 83,732 shares; 2025Q1: 111,361 shares; 2025Q2: 118,798 shares; 2025Q3: 118,625 shares; 2025Q4: 121,475 shares; 2026Q1: 127,751 shares 127,751 $9.09M 0.03% +6,276 Timeline FIDU 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: 42,116 shares; 2024Q4: 52,860 shares; 2025Q1: 74,938 shares; 2025Q2: 75,899 shares; 2025Q3: 77,390 shares; 2025Q4: 85,171 shares; 2026Q1: 104,956 shares 104,956 $9.08M 0.03% +19,785 Timeline