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: 1,082,414 shares; 2024Q4: 995,754 shares; 2025Q1: 1,014,179 shares; 2025Q2: 1,040,774 shares; 2025Q3: 1,039,446 shares; 2025Q4: 1,043,828 shares; 2026Q1: 1,062,035 shares 1,062,035 $270M 3.32% +18,207 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: 1,422,432 shares; 2024Q4: 1,375,717 shares; 2025Q1: 1,415,635 shares; 2025Q2: 1,499,270 shares; 2025Q3: 1,503,491 shares; 2025Q4: 1,531,952 shares; 2026Q1: 1,475,892 shares 1,475,892 $257M 3.17% -56,060 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: 681,094 shares; 2024Q4: 685,864 shares; 2025Q1: 723,643 shares; 2025Q2: 756,419 shares; 2025Q3: 806,609 shares; 2025Q4: 783,692 shares; 2026Q1: 775,545 shares 775,545 $162M 1.99% -8,147 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: 274,059 shares; 2024Q4: 325,635 shares; 2025Q1: 344,667 shares; 2025Q2: 352,326 shares; 2025Q3: 349,211 shares; 2025Q4: 364,798 shares; 2026Q1: 387,641 shares 387,641 $143M 1.77% +22,843 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: 400,390 shares; 2024Q4: 397,480 shares; 2025Q1: 416,540 shares; 2025Q2: 435,848 shares; 2025Q3: 432,313 shares; 2025Q4: 441,100 shares; 2026Q1: 435,688 shares 435,688 $125M 1.55% -5,412 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: 155,870 shares; 2024Q4: 161,464 shares; 2025Q1: 170,009 shares; 2025Q2: 181,040 shares; 2025Q3: 175,580 shares; 2025Q4: 170,152 shares; 2026Q1: 178,861 shares 178,861 $103M 1.27% +8,709 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: 297,729 shares; 2024Q4: 304,470 shares; 2025Q1: 307,928 shares; 2025Q2: 309,708 shares; 2025Q3: 309,136 shares; 2025Q4: 315,624 shares; 2026Q1: 345,829 shares 345,829 $102M 1.25% +30,205 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: 174,542 shares; 2024Q4: 174,794 shares; 2025Q1: 176,178 shares; 2025Q2: 184,461 shares; 2025Q3: 183,432 shares; 2025Q4: 179,906 shares; 2026Q1: 174,339 shares 174,339 $83.5M 1.03% -5,567 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: 326,125 shares; 2024Q4: 357,306 shares; 2025Q1: 377,996 shares; 2025Q2: 378,676 shares; 2025Q3: 389,028 shares; 2025Q4: 402,563 shares; 2026Q1: 422,508 shares 422,508 $82.9M 1.02% +19,945 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: 91,394 shares; 2024Q4: 94,335 shares; 2025Q1: 101,762 shares; 2025Q2: 110,165 shares; 2025Q3: 113,252 shares; 2025Q4: 112,418 shares; 2026Q1: 122,932 shares 122,932 $79.9M 0.99% +10,514 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: 60,811 shares; 2024Q4: 61,626 shares; 2025Q1: 62,101 shares; 2025Q2: 67,104 shares; 2025Q3: 68,666 shares; 2025Q4: 74,734 shares; 2026Q1: 79,754 shares 79,754 $79.5M 0.98% +5,020 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: 83,468 shares; 2024Q4: 90,800 shares; 2025Q1: 92,677 shares; 2025Q2: 119,894 shares; 2025Q3: 104,718 shares; 2025Q4: 105,833 shares; 2026Q1: 118,547 shares 118,547 $77.4M 0.96% +12,714 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: 144,545 shares; 2024Q4: 155,499 shares; 2025Q1: 158,506 shares; 2025Q2: 165,498 shares; 2025Q3: 163,036 shares; 2025Q4: 166,796 shares; 2026Q1: 169,980 shares 169,980 $74.2M 0.92% +3,184 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: 214,258 shares; 2024Q4: 215,009 shares; 2025Q1: 213,655 shares; 2025Q2: 218,315 shares; 2025Q3: 212,387 shares; 2025Q4: 216,202 shares; 2026Q1: 231,330 shares 231,330 $71.6M 0.88% +15,128 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: 134,175 shares; 2024Q4: 107,112 shares; 2025Q1: 112,067 shares; 2025Q2: 116,511 shares; 2025Q3: 121,135 shares; 2025Q4: 128,995 shares; 2026Q1: 119,715 shares 119,715 $68.5M 0.84% -9,280 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: 1,680,756 shares; 2024Q4: 1,857,220 shares; 2025Q1: 1,895,124 shares; 2025Q2: 1,910,379 shares; 2025Q3: 1,926,268 shares; 2025Q4: 1,968,773 shares; 2026Q1: 2,001,554 shares 2,001,554 $67.6M 0.83% +32,781 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: 227,689 shares; 2024Q4: 231,554 shares; 2025Q1: 235,715 shares; 2025Q2: 243,123 shares; 2025Q3: 239,721 shares; 2025Q4: 236,514 shares; 2026Q1: 233,880 shares 233,880 $67.1M 0.83% -2,634 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: 173,543 shares; 2024Q4: 168,949 shares; 2025Q1: 176,034 shares; 2025Q2: 179,033 shares; 2025Q3: 178,566 shares; 2025Q4: 178,324 shares; 2026Q1: 177,956 shares 177,956 $66.2M 0.82% -368 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: 128,386 shares; 2024Q4: 123,706 shares; 2025Q1: 108,363 shares; 2025Q2: 102,566 shares; 2025Q3: 103,094 shares; 2025Q4: 103,022 shares; 2026Q1: 107,097 shares 107,097 $64M 0.79% +4,075 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: 692,072 shares; 2024Q4: 660,029 shares; 2025Q1: 668,528 shares; 2025Q2: 848,500 shares; 2025Q3: 860,827 shares; 2025Q4: 881,129 shares; 2026Q1: 935,616 shares 935,616 $63.9M 0.79% +54,487 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: 595,011 shares; 2024Q4: 635,422 shares; 2025Q1: 637,948 shares; 2025Q2: 612,978 shares; 2025Q3: 612,892 shares; 2025Q4: 621,290 shares; 2026Q1: 629,384 shares 629,384 $62.5M 0.77% +8,094 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: 166,643 shares; 2024Q4: 175,903 shares; 2025Q1: 181,370 shares; 2025Q2: 187,951 shares; 2025Q3: 188,796 shares; 2025Q4: 193,237 shares; 2026Q1: 198,162 shares 198,162 $59.9M 0.74% +4,925 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: 344,535 shares; 2024Q4: 378,774 shares; 2025Q1: 387,571 shares; 2025Q2: 407,403 shares; 2025Q3: 431,980 shares; 2025Q4: 439,946 shares; 2026Q1: 426,647 shares 426,647 $53M 0.65% -13,299 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: 356,512 shares; 2024Q4: 394,445 shares; 2025Q1: 400,575 shares; 2025Q2: 378,570 shares; 2025Q3: 373,886 shares; 2025Q4: 358,897 shares; 2026Q1: 357,641 shares 357,641 $52.3M 0.65% -1,256 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: 93,033 shares; 2024Q4: 99,752 shares; 2025Q1: 103,710 shares; 2025Q2: 100,535 shares; 2025Q3: 96,582 shares; 2025Q4: 104,269 shares; 2026Q1: 118,246 shares 118,246 $50.4M 0.62% +13,977 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: 32,968 shares; 2024Q4: 39,354 shares; 2025Q1: 44,072 shares; 2025Q2: 48,936 shares; 2025Q3: 51,636 shares; 2025Q4: 51,525 shares; 2026Q1: 54,306 shares 54,306 $49.9M 0.62% +2,781 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: 70,023 shares; 2024Q4: 90,994 shares; 2025Q1: 79,351 shares; 2025Q2: 165,245 shares; 2025Q3: 166,559 shares; 2025Q4: 189,623 shares; 2026Q1: 219,860 shares 219,860 $47M 0.58% +30,237 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: 234,029 shares; 2024Q4: 241,397 shares; 2025Q1: 257,573 shares; 2025Q2: 264,746 shares; 2025Q3: 275,566 shares; 2025Q4: 287,184 shares; 2026Q1: 274,673 shares 274,673 $46.6M 0.57% -12,511 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: 146,062 shares; 2024Q4: 164,382 shares; 2025Q1: 164,553 shares; 2025Q2: 167,377 shares; 2025Q3: 196,976 shares; 2025Q4: 197,582 shares; 2026Q1: 222,204 shares 222,204 $46M 0.57% +24,622 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: 101,125 shares; 2024Q4: 102,093 shares; 2025Q1: 114,759 shares; 2025Q2: 107,078 shares; 2025Q3: 109,586 shares; 2025Q4: 106,866 shares; 2026Q1: 104,516 shares 104,516 $45M 0.55% -2,350 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: 329,981 shares; 2024Q4: 350,956 shares; 2025Q1: 363,477 shares; 2025Q2: 375,373 shares; 2025Q3: 387,571 shares; 2025Q4: 400,791 shares; 2026Q1: 447,709 shares 447,709 $43.8M 0.54% +46,918 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: 870,257 shares; 2024Q4: 906,331 shares; 2025Q1: 1,001,303 shares; 2025Q2: 1,088,632 shares; 2025Q3: 849,034 shares; 2025Q4: 847,378 shares; 2026Q1: 810,901 shares 810,901 $40.8M 0.5% -36,477 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: 157,070 shares; 2024Q4: 174,698 shares; 2025Q1: 189,785 shares; 2025Q2: 200,444 shares; 2025Q3: 198,795 shares; 2025Q4: 205,010 shares; 2026Q1: 208,954 shares 208,954 $40.3M 0.5% +3,944 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: 314,328 shares; 2024Q4: 328,899 shares; 2025Q1: 356,713 shares; 2025Q2: 384,309 shares; 2025Q3: 379,363 shares; 2025Q4: 396,467 shares; 2026Q1: 444,614 shares 444,614 $40.3M 0.5% +48,147 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: 148,883 shares; 2024Q4: 152,435 shares; 2025Q1: 154,832 shares; 2025Q2: 162,540 shares; 2025Q3: 164,233 shares; 2025Q4: 164,867 shares; 2026Q1: 156,757 shares 156,757 $39M 0.48% -8,110 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: 139,267 shares; 2024Q4: 148,102 shares; 2025Q1: 153,525 shares; 2025Q2: 163,704 shares; 2025Q3: 171,091 shares; 2025Q4: 171,920 shares; 2026Q1: 177,186 shares 177,186 $38.5M 0.48% +5,266 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: 80,810 shares; 2024Q4: 95,186 shares; 2025Q1: 101,016 shares; 2025Q2: 111,814 shares; 2025Q3: 113,617 shares; 2025Q4: 116,471 shares; 2026Q1: 117,118 shares 117,118 $38.5M 0.48% +647 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 703,736 shares; 2025Q4: 714,503 shares; 2026Q1: 729,326 shares 729,326 $36.7M 0.45% +14,823 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: 431,996 shares; 2024Q4: 479,787 shares; 2025Q1: 525,985 shares; 2025Q2: 530,796 shares; 2025Q3: 528,911 shares; 2025Q4: 552,635 shares; 2026Q1: 570,327 shares 570,327 $36.5M 0.45% +17,692 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: 378,899 shares; 2024Q4: 490,864 shares; 2025Q1: 561,244 shares; 2025Q2: 617,957 shares; 2025Q3: 633,184 shares; 2025Q4: 657,514 shares; 2026Q1: 644,712 shares 644,712 $36.5M 0.45% -12,802 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: 307,844 shares; 2024Q4: 320,031 shares; 2025Q1: 362,101 shares; 2025Q2: 382,970 shares; 2025Q3: 397,531 shares; 2025Q4: 413,371 shares; 2026Q1: 411,010 shares 411,010 $36.1M 0.45% -2,361 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: 299,869 shares; 2024Q4: 345,749 shares; 2025Q1: 385,334 shares; 2025Q2: 501,329 shares; 2025Q3: 638,175 shares; 2025Q4: 737,930 shares; 2026Q1: 773,695 shares 773,695 $32.9M 0.41% +35,765 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: 224,225 shares; 2024Q4: 211,950 shares; 2025Q1: 222,248 shares; 2025Q2: 232,469 shares; 2025Q3: 258,997 shares; 2025Q4: 256,402 shares; 2026Q1: 260,145 shares 260,145 $31.3M 0.39% +3,743 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965,894 shares; 2025Q3: 956,217 shares; 2025Q4: 1,005,457 shares; 2026Q1: 1,049,543 shares 1,049,543 $31.2M 0.38% +44,086 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: 66,438 shares; 2024Q4: 71,716 shares; 2025Q1: 75,975 shares; 2025Q2: 78,976 shares; 2025Q3: 88,630 shares; 2025Q4: 94,775 shares; 2026Q1: 91,948 shares 91,948 $31.1M 0.38% -2,827 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: 155,367 shares; 2024Q4: 173,056 shares; 2025Q1: 224,895 shares; 2025Q2: 228,650 shares; 2025Q3: 243,393 shares; 2025Q4: 250,540 shares; 2026Q1: 270,711 shares 270,711 $30.6M 0.38% +20,171 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: 34,782 shares; 2024Q4: 30,860 shares; 2025Q1: 26,405 shares; 2025Q2: 25,898 shares; 2025Q3: 28,591 shares; 2025Q4: 313,559 shares; 2026Q1: 317,853 shares 317,853 $30.6M 0.38% +4,294 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: 204,912 shares; 2024Q4: 251,648 shares; 2025Q1: 263,751 shares; 2025Q2: 270,863 shares; 2025Q3: 272,890 shares; 2025Q4: 274,742 shares; 2026Q1: 274,923 shares 274,923 $30.4M 0.37% +181 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: 104,221 shares; 2024Q4: 110,408 shares; 2025Q1: 116,711 shares; 2025Q2: 117,399 shares; 2025Q3: 120,328 shares; 2025Q4: 120,190 shares; 2026Q1: 123,487 shares 123,487 $30.2M 0.37% +3,297 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: 198,044 shares; 2024Q4: 358,643 shares; 2025Q1: 361,727 shares; 2025Q2: 358,170 shares; 2025Q3: 352,058 shares; 2025Q4: 340,869 shares; 2026Q1: 286,084 shares 286,084 $29.3M 0.36% -54,785 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: 319,534 shares; 2024Q4: 343,663 shares; 2025Q1: 358,093 shares; 2025Q2: 374,112 shares; 2025Q3: 397,426 shares; 2025Q4: 405,927 shares; 2026Q1: 411,337 shares 411,337 $28.7M 0.35% +5,410 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: 557,582 shares; 2024Q4: 624,554 shares; 2025Q1: 655,134 shares; 2025Q2: 577,535 shares; 2025Q3: 500,251 shares; 2025Q4: 503,696 shares; 2026Q1: 449,759 shares 449,759 $28.1M 0.35% -53,937 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: 70,868 shares; 2024Q4: 66,026 shares; 2025Q1: 65,231 shares; 2025Q2: 64,833 shares; 2025Q3: 69,170 shares; 2025Q4: 73,260 shares; 2026Q1: 79,323 shares 79,323 $27.9M 0.34% +6,063 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: 35,413 shares; 2024Q4: 38,855 shares; 2025Q1: 39,607 shares; 2025Q2: 45,541 shares; 2025Q3: 47,406 shares; 2025Q4: 47,737 shares; 2026Q1: 46,016 shares 46,016 $27.8M 0.34% -1,721 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: 32,483 shares; 2024Q4: 45,239 shares; 2025Q1: 47,068 shares; 2025Q2: 48,664 shares; 2025Q3: 43,229 shares; 2025Q4: 41,320 shares; 2026Q1: 39,023 shares 39,023 $27.6M 0.34% -2,297 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: 351,054 shares; 2024Q4: 352,064 shares; 2025Q1: 349,421 shares; 2025Q2: 361,812 shares; 2025Q3: 359,602 shares; 2025Q4: 343,824 shares; 2026Q1: 356,101 shares 356,101 $27.6M 0.34% +12,277 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: 246,412 shares; 2024Q4: 349,513 shares; 2025Q1: 359,649 shares; 2025Q2: 365,394 shares; 2025Q3: 363,982 shares; 2025Q4: 381,272 shares; 2026Q1: 408,472 shares 408,472 $27.6M 0.34% +27,200 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: 20,442 shares; 2024Q4: 22,139 shares; 2025Q1: 24,995 shares; 2025Q2: 27,862 shares; 2025Q3: 29,647 shares; 2025Q4: 32,708 shares; 2026Q1: 32,551 shares 32,551 $27.5M 0.34% -157 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: 215,705 shares; 2024Q4: 234,728 shares; 2025Q1: 249,149 shares; 2025Q2: 270,921 shares; 2025Q3: 286,237 shares; 2025Q4: 282,804 shares; 2026Q1: 286,459 shares 286,459 $26.6M 0.33% +3,655 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: 349,712 shares; 2024Q4: 382,376 shares; 2025Q1: 417,068 shares; 2025Q2: 460,965 shares; 2025Q3: 498,337 shares; 2025Q4: 612,692 shares; 2026Q1: 581,770 shares 581,770 $26.5M 0.33% -30,922 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: 193,311 shares; 2024Q4: 212,282 shares; 2025Q1: 262,571 shares; 2025Q2: 497,745 shares; 2025Q3: 507,755 shares; 2025Q4: 501,731 shares; 2026Q1: 501,811 shares 501,811 $25.7M 0.32% +80 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: 128,858 shares; 2024Q4: 136,084 shares; 2025Q1: 144,606 shares; 2025Q2: 146,103 shares; 2025Q3: 154,792 shares; 2025Q4: 155,920 shares; 2026Q1: 151,390 shares 151,390 $24.9M 0.31% -4,530 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: 289,172 shares; 2024Q4: 225,489 shares; 2025Q1: 195,293 shares; 2025Q2: 220,884 shares; 2025Q3: 250,852 shares; 2025Q4: 288,894 shares; 2026Q1: 286,188 shares 286,188 $24.8M 0.31% -2,706 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: 42,556 shares; 2024Q4: 50,051 shares; 2025Q1: 52,094 shares; 2025Q2: 59,578 shares; 2025Q3: 61,126 shares; 2025Q4: 64,055 shares; 2026Q1: 72,982 shares 72,982 $24.7M 0.3% +8,927 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: 449,228 shares; 2024Q4: 410,553 shares; 2025Q1: 408,664 shares; 2025Q2: 295,969 shares; 2025Q3: 309,869 shares; 2025Q4: 311,101 shares; 2026Q1: 310,850 shares 310,850 $24.6M 0.3% -251 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: 174,388 shares; 2024Q4: 280,447 shares; 2025Q1: 398,718 shares; 2025Q2: 265,311 shares; 2025Q3: 323,155 shares; 2025Q4: 419,077 shares; 2026Q1: 422,123 shares 422,123 $24.6M 0.3% +3,046 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: 261,714 shares; 2024Q4: 361,225 shares; 2025Q1: 383,880 shares; 2025Q2: 476,018 shares; 2025Q3: 491,444 shares; 2025Q4: 483,882 shares; 2026Q1: 481,095 shares 481,095 $24.2M 0.3% -2,787 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046,402 shares; 2024Q4: 1,203,254 shares; 2025Q1: 944,849 shares; 2025Q2: 896,633 shares; 2025Q3: 923,184 shares; 2025Q4: 1,000,615 shares; 2026Q1: 906,748 shares 906,748 $24.1M 0.3% -93,867 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: 304,838 shares; 2024Q4: 312,350 shares; 2025Q1: 341,680 shares; 2025Q2: 337,132 shares; 2025Q3: 300,963 shares; 2025Q4: 272,235 shares; 2026Q1: 262,419 shares 262,419 $24.1M 0.3% -9,816 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: 101,850 shares; 2024Q4: 110,581 shares; 2025Q1: 110,760 shares; 2025Q2: 134,975 shares; 2025Q3: 145,563 shares; 2025Q4: 146,140 shares; 2026Q1: 151,617 shares 151,617 $23.5M 0.29% +5,477 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: 41,709 shares; 2024Q4: 45,518 shares; 2025Q1: 46,766 shares; 2025Q2: 49,179 shares; 2025Q3: 49,794 shares; 2025Q4: 50,439 shares; 2026Q1: 51,002 shares 51,002 $23.5M 0.29% +563 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: 231,289 shares; 2024Q4: 380,025 shares; 2025Q1: 377,262 shares; 2025Q2: 286,183 shares; 2025Q3: 287,403 shares; 2025Q4: 299,946 shares; 2026Q1: 309,221 shares 309,221 $23M 0.28% +9,275 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: 80,679 shares; 2024Q4: 83,511 shares; 2025Q1: 79,598 shares; 2025Q2: 70,209 shares; 2025Q3: 74,426 shares; 2025Q4: 76,734 shares; 2026Q1: 71,128 shares 71,128 $22.8M 0.28% -5,606 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: 305,140 shares; 2024Q4: 345,297 shares; 2025Q1: 310,829 shares; 2025Q2: 302,804 shares; 2025Q3: 297,270 shares; 2025Q4: 306,778 shares; 2026Q1: 383,900 shares 383,900 $21.7M 0.27% +77,122 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: 118,853 shares; 2024Q4: 138,171 shares; 2025Q1: 142,493 shares; 2025Q2: 163,152 shares; 2025Q3: 162,265 shares; 2025Q4: 167,568 shares; 2026Q1: 150,097 shares 150,097 $21.7M 0.27% -17,471 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: 89,343 shares; 2024Q4: 96,050 shares; 2025Q1: 99,616 shares; 2025Q2: 106,708 shares; 2025Q3: 107,788 shares; 2025Q4: 116,938 shares; 2026Q1: 118,118 shares 118,118 $21.5M 0.27% +1,180 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: 42,761 shares; 2024Q4: 47,658 shares; 2025Q1: 58,728 shares; 2025Q2: 69,824 shares; 2025Q3: 78,671 shares; 2025Q4: 83,370 shares; 2026Q1: 90,068 shares 90,068 $21.4M 0.26% +6,698 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: 61,512 shares; 2024Q4: 59,175 shares; 2025Q1: 82,684 shares; 2025Q2: 74,845 shares; 2025Q3: 78,580 shares; 2025Q4: 96,200 shares; 2026Q1: 101,103 shares 101,103 $21.3M 0.26% +4,903 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,440 shares; 2024Q4: 76,405 shares; 2025Q1: 83,997 shares; 2025Q2: 87,711 shares; 2025Q3: 132,451 shares; 2025Q4: 138,390 shares; 2026Q1: 146,265 shares 146,265 $21.2M 0.26% +7,875 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: 88,507 shares; 2024Q4: 84,085 shares; 2025Q1: 88,745 shares; 2025Q2: 90,765 shares; 2025Q3: 94,182 shares; 2025Q4: 100,868 shares; 2026Q1: 103,018 shares 103,018 $21M 0.26% +2,150 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,615 shares; 2024Q4: 93,672 shares; 2025Q1: 104,010 shares; 2025Q2: 105,200 shares; 2025Q3: 162,180 shares; 2025Q4: 169,657 shares; 2026Q1: 176,811 shares 176,811 $20.9M 0.26% +7,154 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: 33,824 shares; 2024Q4: 34,844 shares; 2025Q1: 40,672 shares; 2025Q2: 52,614 shares; 2025Q3: 68,494 shares; 2025Q4: 68,474 shares; 2026Q1: 72,761 shares 72,761 $20.9M 0.26% +4,287 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: 66,652 shares; 2024Q4: 77,001 shares; 2025Q1: 78,443 shares; 2025Q2: 79,985 shares; 2025Q3: 77,459 shares; 2025Q4: 82,173 shares; 2026Q1: 85,914 shares 85,914 $20.8M 0.26% +3,741 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: 49,683 shares; 2024Q4: 57,839 shares; 2025Q1: 61,846 shares; 2025Q2: 59,953 shares; 2025Q3: 66,379 shares; 2025Q4: 67,123 shares; 2026Q1: 66,289 shares 66,289 $20.6M 0.25% -834 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: 193,276 shares; 2024Q4: 217,230 shares; 2025Q1: 240,725 shares; 2025Q2: 286,766 shares; 2025Q3: 321,820 shares; 2025Q4: 342,329 shares; 2026Q1: 380,678 shares 380,678 $20.6M 0.25% +38,349 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: 188,145 shares; 2024Q4: 228,199 shares; 2025Q1: 196,464 shares; 2025Q2: 178,152 shares; 2025Q3: 163,998 shares; 2025Q4: 173,715 shares; 2026Q1: 184,848 shares 184,848 $20.3M 0.25% +11,133 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: 272,197 shares; 2024Q4: 299,995 shares; 2025Q1: 307,968 shares; 2025Q2: 333,039 shares; 2025Q3: 316,895 shares; 2025Q4: 376,414 shares; 2026Q1: 405,775 shares 405,775 $20.2M 0.25% +29,361 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: 129,751 shares; 2024Q4: 131,582 shares; 2025Q1: 132,350 shares; 2025Q2: 135,531 shares; 2025Q3: 139,505 shares; 2025Q4: 147,839 shares; 2026Q1: 157,268 shares 157,268 $20.1M 0.25% +9,429 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: 18,820 shares; 2024Q4: 164,634 shares; 2025Q1: 191,187 shares; 2025Q2: 200,365 shares; 2025Q3: 106,711 shares; 2025Q4: 148,046 shares; 2026Q1: 199,325 shares 199,325 $20.1M 0.25% +51,279 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: 45,729 shares; 2024Q4: 52,918 shares; 2025Q1: 53,816 shares; 2025Q2: 57,007 shares; 2025Q3: 56,807 shares; 2025Q4: 55,265 shares; 2026Q1: 51,123 shares 51,123 $20M 0.25% -4,142 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: 634,559 shares; 2024Q4: 664,856 shares; 2025Q1: 702,985 shares; 2025Q2: 660,003 shares; 2025Q3: 681,127 shares; 2025Q4: 715,210 shares; 2026Q1: 802,977 shares 802,977 $19.9M 0.25% +87,767 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: 47,688 shares; 2024Q4: 51,153 shares; 2025Q1: 52,743 shares; 2025Q2: 54,404 shares; 2025Q3: 55,291 shares; 2025Q4: 55,383 shares; 2026Q1: 57,673 shares 57,673 $19.8M 0.24% +2,290 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: 162,631 shares; 2024Q4: 204,777 shares; 2025Q1: 190,955 shares; 2025Q2: 124,056 shares; 2025Q3: 132,628 shares; 2025Q4: 108,164 shares; 2026Q1: 100,418 shares 100,418 $19.3M 0.24% -7,746 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: 125,930 shares; 2024Q4: 142,541 shares; 2025Q1: 314,342 shares; 2025Q2: 375,397 shares; 2025Q3: 343,368 shares; 2025Q4: 473,869 shares; 2026Q1: 473,147 shares 473,147 $19M 0.23% -722 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: 173,421 shares; 2024Q4: 195,825 shares; 2025Q1: 187,574 shares; 2025Q2: 188,569 shares; 2025Q3: 190,018 shares; 2025Q4: 210,412 shares; 2026Q1: 247,905 shares 247,905 $18.9M 0.23% +37,493 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: 35,659 shares; 2024Q4: 40,119 shares; 2025Q1: 46,469 shares; 2025Q2: 49,523 shares; 2025Q3: 50,952 shares; 2025Q4: 51,426 shares; 2026Q1: 52,345 shares 52,345 $18.7M 0.23% +919 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: 439,377 shares; 2024Q4: 366,723 shares; 2025Q1: 361,060 shares; 2025Q2: 379,459 shares; 2025Q3: 370,897 shares; 2025Q4: 373,151 shares; 2026Q1: 378,388 shares 378,388 $18.4M 0.23% +5,237 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: 147,454 shares; 2024Q4: 141,845 shares; 2025Q1: 144,109 shares; 2025Q2: 148,318 shares; 2025Q3: 143,399 shares; 2025Q4: 141,779 shares; 2026Q1: 142,075 shares 142,075 $18.3M 0.23% +296 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: 12,600 shares; 2024Q4: 11,922 shares; 2025Q1: 30,940 shares; 2025Q2: 36,948 shares; 2025Q3: 44,498 shares; 2025Q4: 62,574 shares; 2026Q1: 55,935 shares 55,935 $17.8M 0.22% -6,639 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: 101,505 shares; 2024Q4: 107,225 shares; 2025Q1: 108,942 shares; 2025Q2: 111,406 shares; 2025Q3: 132,545 shares; 2025Q4: 146,705 shares; 2026Q1: 236,763 shares 236,763 $17.8M 0.22% +90,058 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: 161,404 shares; 2024Q4: 174,718 shares; 2025Q1: 178,264 shares; 2025Q2: 252,582 shares; 2025Q3: 373,123 shares; 2025Q4: 385,236 shares; 2026Q1: 399,715 shares 399,715 $17.5M 0.22% +14,479 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: 308,905 shares; 2024Q4: 336,043 shares; 2025Q1: 343,335 shares; 2025Q2: 330,613 shares; 2025Q3: 323,166 shares; 2025Q4: 343,412 shares; 2026Q1: 343,088 shares 343,088 $17.2M 0.21% -324 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: 63,084 shares; 2024Q4: 64,925 shares; 2025Q1: 66,337 shares; 2025Q2: 70,531 shares; 2025Q3: 72,079 shares; 2025Q4: 74,429 shares; 2026Q1: 79,686 shares 79,686 $17.1M 0.21% +5,257 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,766 shares; 2025Q1: 185,014 shares; 2025Q2: 252,157 shares; 2025Q3: 273,023 shares; 2025Q4: 285,316 shares; 2026Q1: 318,485 shares 318,485 $17.1M 0.21% +33,169 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: 148,104 shares; 2024Q4: 151,396 shares; 2025Q1: 163,008 shares; 2025Q2: 169,335 shares; 2025Q3: 210,462 shares; 2025Q4: 209,594 shares; 2026Q1: 193,534 shares 193,534 $17.1M 0.21% -16,060 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: 26,152 shares; 2024Q4: 25,141 shares; 2025Q1: 24,079 shares; 2025Q2: 29,482 shares; 2025Q3: 30,360 shares; 2025Q4: 22,773 shares; 2026Q1: 24,270 shares 24,270 $16.9M 0.21% +1,497 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: 366,180 shares; 2024Q4: 385,665 shares; 2025Q1: 408,341 shares; 2025Q2: 449,890 shares; 2025Q3: 453,239 shares; 2025Q4: 433,476 shares; 2026Q1: 425,349 shares 425,349 $16.9M 0.21% -8,127 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,752 shares; 2024Q4: 148,992 shares; 2025Q1: 153,687 shares; 2025Q2: 168,732 shares; 2025Q3: 174,655 shares; 2025Q4: 181,839 shares; 2026Q1: 182,574 shares 182,574 $16.9M 0.21% +735 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: 43,336 shares; 2024Q4: 49,849 shares; 2025Q1: 54,069 shares; 2025Q2: 65,563 shares; 2025Q3: 65,696 shares; 2025Q4: 64,584 shares; 2026Q1: 64,185 shares 64,185 $16.8M 0.21% -399 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: 112,683 shares; 2024Q4: 190,043 shares; 2025Q1: 203,497 shares; 2025Q2: 459,776 shares; 2025Q3: 471,323 shares; 2025Q4: 479,872 shares; 2026Q1: 481,750 shares 481,750 $16.6M 0.2% +1,878 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: 74,413 shares; 2025Q1: 179,451 shares; 2025Q2: 241,380 shares; 2025Q3: 321,184 shares; 2025Q4: 378,698 shares; 2026Q1: 417,569 shares 417,569 $16.3M 0.2% +38,871 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: 100,510 shares; 2024Q4: 123,332 shares; 2025Q1: 132,097 shares; 2025Q2: 131,092 shares; 2025Q3: 133,231 shares; 2025Q4: 138,105 shares; 2026Q1: 144,860 shares 144,860 $16.1M 0.2% +6,755 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: 189,197 shares; 2024Q4: 172,504 shares; 2025Q1: 160,316 shares; 2025Q2: 156,454 shares; 2025Q3: 160,334 shares; 2025Q4: 214,989 shares; 2026Q1: 227,393 shares 227,393 $16M 0.2% +12,404 Timeline CGSD 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: 194,089 shares; 2024Q4: 221,572 shares; 2025Q1: 304,897 shares; 2025Q2: 344,503 shares; 2025Q3: 526,551 shares; 2025Q4: 571,804 shares; 2026Q1: 615,304 shares 615,304 $15.9M 0.2% +43,500 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: 6,834 shares; 2024Q4: 7,982 shares; 2025Q1: 11,247 shares; 2025Q2: 15,291 shares; 2025Q3: 15,954 shares; 2025Q4: 17,325 shares; 2026Q1: 17,615 shares 17,615 $15.8M 0.19% +290 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: 91,171 shares; 2024Q4: 97,804 shares; 2025Q1: 108,937 shares; 2025Q2: 117,239 shares; 2025Q3: 119,545 shares; 2025Q4: 123,493 shares; 2026Q1: 119,588 shares 119,588 $15.7M 0.19% -3,905 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: 6,766 shares; 2024Q4: 5,648 shares; 2025Q1: 7,515 shares; 2025Q2: 8,422 shares; 2025Q3: 10,312 shares; 2025Q4: 16,681 shares; 2026Q1: 17,827 shares 17,827 $15.6M 0.19% +1,146 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: 7,859 shares; 2024Q4: 9,487 shares; 2025Q1: 11,019 shares; 2025Q2: 12,429 shares; 2025Q3: 12,051 shares; 2025Q4: 11,753 shares; 2026Q1: 11,728 shares 11,728 $15.5M 0.19% -25 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: 42,757 shares; 2024Q4: 40,671 shares; 2025Q1: 43,284 shares; 2025Q2: 41,533 shares; 2025Q3: 43,184 shares; 2025Q4: 43,529 shares; 2026Q1: 50,756 shares 50,756 $15.4M 0.19% +7,227 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: 27,698 shares; 2024Q4: 24,981 shares; 2025Q1: 26,074 shares; 2025Q2: 28,706 shares; 2025Q3: 29,547 shares; 2025Q4: 30,951 shares; 2026Q1: 30,687 shares 30,687 $15.3M 0.19% -264 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: 38,567 shares; 2024Q4: 40,881 shares; 2025Q1: 63,766 shares; 2025Q2: 76,488 shares; 2025Q3: 80,022 shares; 2025Q4: 81,632 shares; 2026Q1: 83,170 shares 83,170 $15.3M 0.19% +1,538 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: 85,997 shares; 2024Q4: 81,557 shares; 2025Q1: 92,381 shares; 2025Q2: 96,986 shares; 2025Q3: 88,055 shares; 2025Q4: 92,814 shares; 2026Q1: 100,579 shares 100,579 $14.8M 0.18% +7,765 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: 20,267 shares; 2024Q4: 78,299 shares; 2025Q1: 79,523 shares; 2025Q2: 79,661 shares; 2025Q3: 81,147 shares; 2025Q4: 89,778 shares; 2026Q1: 91,496 shares 91,496 $14.7M 0.18% +1,718 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: 345,892 shares; 2024Q4: 338,763 shares; 2025Q1: 344,757 shares; 2025Q2: 371,926 shares; 2025Q3: 379,115 shares; 2025Q4: 361,535 shares; 2026Q1: 311,045 shares 311,045 $14.6M 0.18% -50,490 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: 57,297 shares; 2024Q4: 60,257 shares; 2025Q1: 55,487 shares; 2025Q2: 52,530 shares; 2025Q3: 51,885 shares; 2025Q4: 53,499 shares; 2026Q1: 58,938 shares 58,938 $14.6M 0.18% +5,439 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,518 shares; 2024Q4: 66,723 shares; 2025Q1: 70,016 shares; 2025Q2: 92,285 shares; 2025Q3: 128,112 shares; 2025Q4: 134,599 shares; 2026Q1: 141,242 shares 141,242 $14.6M 0.18% +6,643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429,998 shares; 2025Q4: 556,321 shares; 2026Q1: 546,985 shares 546,985 $14.4M 0.18% -9,336 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: 32,928 shares; 2024Q4: 33,992 shares; 2025Q1: 28,462 shares; 2025Q2: 164,257 shares; 2025Q3: 180,654 shares; 2025Q4: 171,531 shares; 2026Q1: 181,212 shares 181,212 $14M 0.17% +9,681 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,463 shares; 2024Q4: 26,789 shares; 2025Q1: 27,641 shares; 2025Q2: 29,342 shares; 2025Q3: 29,663 shares; 2025Q4: 29,703 shares; 2026Q1: 30,022 shares 30,022 $13.9M 0.17% +319 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: 42,139 shares; 2024Q4: 43,558 shares; 2025Q1: 44,663 shares; 2025Q2: 47,385 shares; 2025Q3: 46,058 shares; 2025Q4: 43,485 shares; 2026Q1: 43,393 shares 43,393 $13.8M 0.17% -92 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: 96,380 shares; 2025Q1: 96,691 shares; 2025Q2: 104,450 shares; 2025Q3: 106,159 shares; 2025Q4: 105,033 shares; 2026Q1: 111,441 shares 111,441 $13.7M 0.17% +6,408 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: 183,530 shares; 2024Q4: 193,140 shares; 2025Q1: 195,441 shares; 2025Q2: 197,632 shares; 2025Q3: 220,146 shares; 2025Q4: 222,254 shares; 2026Q1: 218,213 shares 218,213 $13.7M 0.17% -4,041 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: 214,485 shares; 2024Q4: 231,601 shares; 2025Q1: 257,389 shares; 2025Q2: 243,476 shares; 2025Q3: 186,603 shares; 2025Q4: 155,865 shares; 2026Q1: 141,280 shares 141,280 $13.7M 0.17% -14,585 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: 57,286 shares; 2024Q4: 59,814 shares; 2025Q1: 65,862 shares; 2025Q2: 94,186 shares; 2025Q3: 119,992 shares; 2025Q4: 168,912 shares; 2026Q1: 294,122 shares 294,122 $13.6M 0.17% +125,210 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: 98,748 shares; 2024Q4: 106,096 shares; 2025Q1: 110,893 shares; 2025Q2: 105,329 shares; 2025Q3: 97,207 shares; 2025Q4: 101,204 shares; 2026Q1: 109,775 shares 109,775 $13.6M 0.17% +8,571 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: 21,691 shares; 2024Q4: 32,250 shares; 2025Q1: 29,390 shares; 2025Q2: 34,053 shares; 2025Q3: 37,203 shares; 2025Q4: 40,428 shares; 2026Q1: 47,788 shares 47,788 $13.6M 0.17% +7,360 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: 29,084 shares; 2024Q4: 29,544 shares; 2025Q1: 35,027 shares; 2025Q2: 39,168 shares; 2025Q3: 40,549 shares; 2025Q4: 42,043 shares; 2026Q1: 44,128 shares 44,128 $13.2M 0.16% +2,085 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: 67,911 shares; 2024Q4: 68,514 shares; 2025Q1: 72,249 shares; 2025Q2: 75,834 shares; 2025Q3: 75,508 shares; 2025Q4: 69,761 shares; 2026Q1: 70,011 shares 70,011 $13.1M 0.16% +250 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: 48,493 shares; 2024Q4: 52,602 shares; 2025Q1: 49,127 shares; 2025Q2: 51,242 shares; 2025Q3: 50,763 shares; 2025Q4: 50,221 shares; 2026Q1: 53,172 shares 53,172 $12.9M 0.16% +2,951 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: 45,371 shares; 2024Q4: 47,594 shares; 2025Q1: 43,124 shares; 2025Q2: 104,756 shares; 2025Q3: 113,569 shares; 2025Q4: 115,172 shares; 2026Q1: 120,918 shares 120,918 $12.8M 0.16% +5,746 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,545 shares; 2024Q4: 34,958 shares; 2025Q1: 35,885 shares; 2025Q2: 36,323 shares; 2025Q3: 38,248 shares; 2025Q4: 38,114 shares; 2026Q1: 36,960 shares 36,960 $12.8M 0.16% -1,154 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: 96,354 shares; 2024Q4: 90,172 shares; 2025Q1: 100,715 shares; 2025Q2: 124,121 shares; 2025Q3: 103,290 shares; 2025Q4: 114,654 shares; 2026Q1: 122,615 shares 122,615 $12.6M 0.16% +7,961 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,548 shares; 2024Q4: 209,467 shares; 2025Q1: 233,047 shares; 2025Q2: 222,468 shares; 2025Q3: 222,850 shares; 2025Q4: 269,948 shares; 2026Q1: 257,954 shares 257,954 $12.6M 0.16% -11,994 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: 155,002 shares; 2024Q4: 151,827 shares; 2025Q1: 138,325 shares; 2025Q2: 134,952 shares; 2025Q3: 145,254 shares; 2025Q4: 158,599 shares; 2026Q1: 159,916 shares 159,916 $12.5M 0.15% +1,317 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: 200,366 shares; 2024Q4: 175,653 shares; 2025Q1: 166,975 shares; 2025Q2: 163,980 shares; 2025Q3: 173,562 shares; 2025Q4: 166,309 shares; 2026Q1: 189,087 shares 189,087 $12.5M 0.15% +22,778 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: 396,178 shares; 2024Q4: 416,654 shares; 2025Q1: 488,515 shares; 2025Q2: 542,920 shares; 2025Q3: 561,737 shares; 2025Q4: 566,822 shares; 2026Q1: 633,761 shares 633,761 $12.4M 0.15% +66,939 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,183 shares; 2024Q4: 73,970 shares; 2025Q1: 75,453 shares; 2025Q2: 75,874 shares; 2025Q3: 73,184 shares; 2025Q4: 74,531 shares; 2026Q1: 78,096 shares 78,096 $12.3M 0.15% +3,565 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: 134,813 shares; 2024Q4: 126,188 shares; 2025Q1: 179,929 shares; 2025Q2: 184,445 shares; 2025Q3: 191,063 shares; 2025Q4: 158,390 shares; 2026Q1: 170,576 shares 170,576 $12.3M 0.15% +12,186 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: 15,097 shares; 2024Q4: 20,156 shares; 2025Q1: 26,683 shares; 2025Q2: 358,150 shares; 2025Q3: 393,017 shares; 2025Q4: 430,423 shares; 2026Q1: 450,132 shares 450,132 $12.2M 0.15% +19,709 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: 128,689 shares; 2024Q4: 142,147 shares; 2025Q1: 146,268 shares; 2025Q2: 177,137 shares; 2025Q3: 203,583 shares; 2025Q4: 219,607 shares; 2026Q1: 243,460 shares 243,460 $12.1M 0.15% +23,853 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: 55,992 shares; 2024Q4: 57,519 shares; 2025Q1: 63,786 shares; 2025Q2: 64,064 shares; 2025Q3: 60,559 shares; 2025Q4: 58,152 shares; 2026Q1: 62,339 shares 62,339 $12.1M 0.15% +4,187 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: 59,671 shares; 2024Q4: 55,113 shares; 2025Q1: 53,865 shares; 2025Q2: 57,803 shares; 2025Q3: 57,108 shares; 2025Q4: 58,397 shares; 2026Q1: 59,799 shares 59,799 $11.9M 0.15% +1,402 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: 74,294 shares; 2024Q4: 75,056 shares; 2025Q1: 75,123 shares; 2025Q2: 79,445 shares; 2025Q3: 79,578 shares; 2025Q4: 79,540 shares; 2026Q1: 81,606 shares 81,606 $11.9M 0.15% +2,066 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: 410,378 shares; 2024Q4: 323,605 shares; 2025Q1: 300,178 shares; 2025Q2: 287,565 shares; 2025Q3: 288,607 shares; 2025Q4: 302,001 shares; 2026Q1: 299,257 shares 299,257 $11.8M 0.15% -2,744 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,636 shares; 2024Q4: 36,667 shares; 2025Q1: 119,616 shares; 2025Q2: 380,773 shares; 2025Q3: 421,967 shares; 2025Q4: 433,467 shares; 2026Q1: 600,970 shares 600,970 $11.8M 0.15% +167,503 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: 602,312 shares; 2024Q4: 611,867 shares; 2025Q1: 581,594 shares; 2025Q2: 603,821 shares; 2025Q3: 615,320 shares; 2025Q4: 626,213 shares; 2026Q1: 659,740 shares 659,740 $11.7M 0.14% +33,527 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,624 shares; 2025Q1: 207,920 shares; 2025Q2: 320,876 shares; 2025Q3: 387,809 shares; 2025Q4: 408,153 shares; 2026Q1: 487,539 shares 487,539 $11.6M 0.14% +79,386 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: 84,570 shares; 2024Q4: 150,847 shares; 2025Q1: 179,938 shares; 2025Q2: 211,671 shares; 2025Q3: 203,664 shares; 2025Q4: 213,117 shares; 2026Q1: 207,627 shares 207,627 $11.5M 0.14% -5,490 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,149 shares; 2024Q4: 18,103 shares; 2025Q1: 19,320 shares; 2025Q2: 21,643 shares; 2025Q3: 21,869 shares; 2025Q4: 22,598 shares; 2026Q1: 23,124 shares 23,124 $11.5M 0.14% +526 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: 17,208 shares; 2024Q4: 25,301 shares; 2025Q1: 113,505 shares; 2025Q2: 721,868 shares; 2025Q3: 573,309 shares; 2025Q4: 552,791 shares; 2026Q1: 408,830 shares 408,830 $11.4M 0.14% -143,961 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: 35,575 shares; 2024Q4: 35,562 shares; 2025Q1: 36,576 shares; 2025Q2: 30,534 shares; 2025Q3: 29,784 shares; 2025Q4: 86,151 shares; 2026Q1: 86,133 shares 86,133 $11.4M 0.14% -18 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 328,566 shares; 2026Q1: 456,886 shares 456,886 $11.4M 0.14% +128,320 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,976 shares; 2024Q4: 372,617 shares; 2025Q1: 377,613 shares; 2025Q2: 396,279 shares; 2025Q3: 392,736 shares; 2025Q4: 403,937 shares; 2026Q1: 428,723 shares 428,723 $11.4M 0.14% +24,786 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: 54,185 shares; 2024Q4: 76,762 shares; 2025Q1: 81,783 shares; 2025Q2: 81,640 shares; 2025Q3: 82,157 shares; 2025Q4: 91,309 shares; 2026Q1: 78,834 shares 78,834 $11.2M 0.14% -12,475 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 11,326 shares; 2025Q1: 51,919 shares; 2025Q2: 81,953 shares; 2025Q3: 81,303 shares; 2025Q4: 122,815 shares; 2026Q1: 549,764 shares 549,764 $11.2M 0.14% +426,949 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,363 shares; 2024Q4: 124,481 shares; 2025Q1: 140,168 shares; 2025Q2: 168,606 shares; 2025Q3: 203,858 shares; 2025Q4: 234,556 shares; 2026Q1: 258,041 shares 258,041 $11.2M 0.14% +23,485 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: 52,817 shares; 2024Q4: 59,525 shares; 2025Q1: 59,180 shares; 2025Q2: 73,656 shares; 2025Q3: 72,435 shares; 2025Q4: 84,718 shares; 2026Q1: 81,133 shares 81,133 $11M 0.14% -3,585 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: 30,504 shares; 2024Q4: 32,091 shares; 2025Q1: 33,901 shares; 2025Q2: 33,407 shares; 2025Q3: 33,508 shares; 2025Q4: 34,352 shares; 2026Q1: 33,798 shares 33,798 $11M 0.14% -554 Timeline PSFF 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: 53,834 shares; 2024Q4: 48,805 shares; 2025Q1: 50,391 shares; 2025Q2: 55,866 shares; 2025Q3: 250,619 shares; 2025Q4: 300,320 shares; 2026Q1: 343,304 shares 343,304 $11M 0.14% +42,984 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: 40,746 shares; 2024Q4: 41,543 shares; 2025Q1: 43,778 shares; 2025Q2: 48,587 shares; 2025Q3: 48,056 shares; 2025Q4: 50,553 shares; 2026Q1: 57,183 shares 57,183 $11M 0.14% +6,630 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: 209,183 shares; 2024Q4: 593,444 shares; 2025Q1: 586,698 shares; 2025Q2: 534,302 shares; 2025Q3: 400,266 shares; 2025Q4: 363,040 shares; 2026Q1: 350,220 shares 350,220 $10.7M 0.13% -12,820 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: 53,226 shares; 2024Q4: 68,367 shares; 2025Q1: 68,121 shares; 2025Q2: 66,989 shares; 2025Q3: 60,850 shares; 2025Q4: 65,209 shares; 2026Q1: 68,225 shares 68,225 $10.6M 0.13% +3,016 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,160 shares; 2024Q4: 296,517 shares; 2025Q1: 283,722 shares; 2025Q2: 274,342 shares; 2025Q3: 263,385 shares; 2025Q4: 254,336 shares; 2026Q1: 259,333 shares 259,333 $10.4M 0.13% +4,997 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,341 shares; 2025Q1: 2,452 shares; 2025Q2: 2,462 shares; 2025Q3: 2,466 shares; 2025Q4: 2,497 shares; 2026Q1: 2,468 shares 2,468 $10.4M 0.13% -29 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,225 shares; 2024Q4: 73,369 shares; 2025Q1: 73,512 shares; 2025Q2: 73,527 shares; 2025Q3: 70,754 shares; 2025Q4: 77,439 shares; 2026Q1: 79,054 shares 79,054 $10.4M 0.13% +1,615 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: 162,923 shares; 2024Q4: 167,012 shares; 2025Q1: 170,104 shares; 2025Q2: 172,158 shares; 2025Q3: 180,632 shares; 2025Q4: 163,797 shares; 2026Q1: 170,243 shares 170,243 $10.3M 0.13% +6,446 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,555 shares; 2024Q4: 43,870 shares; 2025Q1: 43,177 shares; 2025Q2: 40,236 shares; 2025Q3: 35,281 shares; 2025Q4: 31,617 shares; 2026Q1: 31,389 shares 31,389 $10.3M 0.13% -228 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: 14,615 shares; 2024Q4: 30,742 shares; 2025Q1: 34,044 shares; 2025Q2: 39,629 shares; 2025Q3: 63,583 shares; 2025Q4: 73,738 shares; 2026Q1: 92,534 shares 92,534 $10.3M 0.13% +18,796 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: 347,121 shares; 2024Q4: 383,516 shares; 2025Q1: 363,766 shares; 2025Q2: 361,704 shares; 2025Q3: 360,316 shares; 2025Q4: 371,851 shares; 2026Q1: 351,328 shares 351,328 $10.2M 0.13% -20,523 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,755 shares; 2025Q1: 2,730 shares; 2025Q2: 2,650 shares; 2025Q3: 2,929 shares; 2025Q4: 2,913 shares; 2026Q1: 3,000 shares 3,000 $10.1M 0.12% +87 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: 9,189 shares; 2025Q1: 9,720 shares; 2025Q2: 10,756 shares; 2025Q3: 10,056 shares; 2025Q4: 11,481 shares; 2026Q1: 10,532 shares 10,532 $10.1M 0.12% -949 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: 18,940 shares; 2024Q4: 22,339 shares; 2025Q1: 22,538 shares; 2025Q2: 24,136 shares; 2025Q3: 21,296 shares; 2025Q4: 23,622 shares; 2026Q1: 26,393 shares 26,393 $10.1M 0.12% +2,771 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,340 shares; 2024Q4: 137,454 shares; 2025Q1: 135,695 shares; 2025Q2: 136,723 shares; 2025Q3: 137,379 shares; 2025Q4: 140,652 shares; 2026Q1: 156,611 shares 156,611 $10.1M 0.12% +15,959 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: 34,008 shares; 2024Q4: 39,232 shares; 2025Q1: 42,026 shares; 2025Q2: 43,891 shares; 2025Q3: 46,307 shares; 2025Q4: 46,199 shares; 2026Q1: 44,533 shares 44,533 $10.1M 0.12% -1,666 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,942 shares; 2024Q4: 98,699 shares; 2025Q1: 116,946 shares; 2025Q2: 130,725 shares; 2025Q3: 131,200 shares; 2025Q4: 133,835 shares; 2026Q1: 126,041 shares 126,041 $10M 0.12% -7,794 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: 37,506 shares; 2024Q4: 43,442 shares; 2025Q1: 47,695 shares; 2025Q2: 46,952 shares; 2025Q3: 47,365 shares; 2025Q4: 48,354 shares; 2026Q1: 45,832 shares 45,832 $9.96M 0.12% -2,522 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: 97,339 shares; 2024Q4: 103,281 shares; 2025Q1: 108,588 shares; 2025Q2: 112,558 shares; 2025Q3: 109,300 shares; 2025Q4: 113,218 shares; 2026Q1: 114,648 shares 114,648 $9.93M 0.12% +1,430 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,269 shares; 2024Q4: 22,215 shares; 2025Q1: 22,184 shares; 2025Q2: 23,134 shares; 2025Q3: 24,015 shares; 2025Q4: 25,048 shares; 2026Q1: 22,912 shares 22,912 $9.75M 0.12% -2,136 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,963 shares; 2024Q4: 53,641 shares; 2025Q1: 74,605 shares; 2025Q2: 88,533 shares; 2025Q3: 80,446 shares; 2025Q4: 79,769 shares; 2026Q1: 81,764 shares 81,764 $9.7M 0.12% +1,995 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: 8,957 shares; 2024Q4: 45,100 shares; 2025Q1: 46,762 shares; 2025Q2: 22,721 shares; 2025Q3: 27,133 shares; 2025Q4: 36,153 shares; 2026Q1: 40,259 shares 40,259 $9.66M 0.12% +4,106 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,125 shares; 2024Q4: 284,843 shares; 2025Q1: 296,034 shares; 2025Q2: 313,300 shares; 2025Q3: 362,490 shares; 2025Q4: 377,979 shares; 2026Q1: 385,554 shares 385,554 $9.56M 0.12% +7,575 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211,402 shares; 2025Q2: 471,041 shares; 2025Q3: 1,197,380 shares; 2025Q4: 1,636,618 shares; 2026Q1: 2,039,580 shares 2,039,580 $9.55M 0.12% +402,962 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: 64,173 shares; 2024Q4: 69,912 shares; 2025Q1: 71,418 shares; 2025Q2: 73,765 shares; 2025Q3: 73,469 shares; 2025Q4: 72,876 shares; 2026Q1: 72,456 shares 72,456 $9.49M 0.12% -420 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217,816 shares 217,816 $9.47M 0.12% new 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: 42,143 shares; 2024Q4: 108,870 shares; 2025Q1: 125,246 shares; 2025Q2: 141,347 shares; 2025Q3: 144,464 shares; 2025Q4: 138,193 shares; 2026Q1: 154,470 shares 154,470 $9.45M 0.12% +16,277 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: 58,973 shares; 2024Q4: 59,525 shares; 2025Q1: 38,168 shares; 2025Q2: 77,151 shares; 2025Q3: 89,999 shares; 2025Q4: 96,111 shares; 2026Q1: 100,137 shares 100,137 $9.44M 0.12% +4,026 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,892 shares; 2024Q4: 159,261 shares; 2025Q1: 166,259 shares; 2025Q2: 169,747 shares; 2025Q3: 169,941 shares; 2025Q4: 174,572 shares; 2026Q1: 184,406 shares 184,406 $9.41M 0.12% +9,834 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814,890 shares; 2024Q4: 912,751 shares; 2025Q1: 940,806 shares; 2025Q2: 955,808 shares; 2025Q3: 1,004,870 shares; 2025Q4: 1,089,876 shares; 2026Q1: 1,219,567 shares 1,219,567 $9.37M 0.12% +129,691 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,471 shares; 2024Q4: 103,308 shares; 2025Q1: 128,336 shares; 2025Q2: 159,581 shares; 2025Q3: 181,565 shares; 2025Q4: 216,287 shares; 2026Q1: 325,035 shares 325,035 $9.34M 0.12% +108,748 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: 30,225 shares; 2024Q4: 33,049 shares; 2025Q1: 34,042 shares; 2025Q2: 35,936 shares; 2025Q3: 36,473 shares; 2025Q4: 37,514 shares; 2026Q1: 39,500 shares 39,500 $9.33M 0.12% +1,986 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: 73,959 shares; 2024Q4: 76,937 shares; 2025Q1: 116,501 shares; 2025Q2: 124,713 shares; 2025Q3: 178,413 shares; 2025Q4: 197,383 shares; 2026Q1: 178,811 shares 178,811 $9.29M 0.11% -18,572 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 42,234 shares; 2025Q1: 60,521 shares; 2025Q2: 58,813 shares; 2025Q3: 66,721 shares; 2025Q4: 74,549 shares; 2026Q1: 78,229 shares 78,229 $9.28M 0.11% +3,680 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,982 shares; 2024Q4: 116,908 shares; 2025Q1: 107,881 shares; 2025Q2: 95,649 shares; 2025Q3: 93,271 shares; 2025Q4: 101,761 shares; 2026Q1: 112,100 shares 112,100 $9.28M 0.11% +10,339 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,364 shares; 2024Q4: 147,933 shares; 2025Q1: 180,181 shares; 2025Q2: 215,193 shares; 2025Q3: 223,096 shares; 2025Q4: 226,386 shares; 2026Q1: 235,601 shares 235,601 $9.24M 0.11% +9,215 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: 27,355 shares; 2024Q4: 28,173 shares; 2025Q1: 26,301 shares; 2025Q2: 28,341 shares; 2025Q3: 27,046 shares; 2025Q4: 23,746 shares; 2026Q1: 23,157 shares 23,157 $9.07M 0.11% -589 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: 83,915 shares; 2024Q4: 85,589 shares; 2025Q1: 86,554 shares; 2025Q2: 82,584 shares; 2025Q3: 83,840 shares; 2025Q4: 92,745 shares; 2026Q1: 100,442 shares 100,442 $9M 0.11% +7,697 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: 50,854 shares; 2024Q4: 141,439 shares; 2025Q1: 158,688 shares; 2025Q2: 156,661 shares; 2025Q3: 152,797 shares; 2025Q4: 147,003 shares; 2026Q1: 140,509 shares 140,509 $8.98M 0.11% -6,494 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: 17,858 shares; 2024Q4: 19,064 shares; 2025Q1: 19,476 shares; 2025Q2: 21,264 shares; 2025Q3: 22,398 shares; 2025Q4: 26,576 shares; 2026Q1: 27,316 shares 27,316 $8.98M 0.11% +740 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: 83,910 shares; 2024Q4: 76,086 shares; 2025Q1: 56,503 shares; 2025Q2: 60,642 shares; 2025Q3: 57,463 shares; 2025Q4: 59,168 shares; 2026Q1: 60,454 shares 60,454 $8.95M 0.11% +1,286 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: 24,769 shares; 2024Q4: 26,582 shares; 2025Q1: 26,242 shares; 2025Q2: 24,933 shares; 2025Q3: 23,774 shares; 2025Q4: 26,032 shares; 2026Q1: 26,152 shares 26,152 $8.94M 0.11% +120 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: 100,378 shares; 2024Q4: 99,223 shares; 2025Q1: 72,347 shares; 2025Q2: 87,099 shares; 2025Q3: 98,456 shares; 2025Q4: 113,193 shares; 2026Q1: 115,091 shares 115,091 $8.88M 0.11% +1,898 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 28,222 shares; 2025Q1: 29,221 shares; 2025Q2: 32,047 shares; 2025Q3: 159,805 shares; 2025Q4: 168,458 shares; 2026Q1: 180,998 shares 180,998 $8.86M 0.11% +12,540 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,296 shares; 2024Q4: 126,684 shares; 2025Q1: 134,685 shares; 2025Q2: 255,599 shares; 2025Q3: 214,228 shares; 2025Q4: 215,182 shares; 2026Q1: 197,457 shares 197,457 $8.86M 0.11% -17,725 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: 8,686 shares; 2024Q4: 6,850 shares; 2025Q1: 5,677 shares; 2025Q2: 6,909 shares; 2025Q3: 7,064 shares; 2025Q4: 6,787 shares; 2026Q1: 6,002 shares 6,002 $8.84M 0.11% -785 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: 74,092 shares; 2024Q4: 75,647 shares; 2025Q1: 76,645 shares; 2025Q2: 77,871 shares; 2025Q3: 78,451 shares; 2025Q4: 79,779 shares; 2026Q1: 90,405 shares 90,405 $8.79M 0.11% +10,626 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: 69,855 shares; 2024Q4: 81,303 shares; 2025Q1: 79,319 shares; 2025Q2: 77,186 shares; 2025Q3: 77,757 shares; 2025Q4: 75,363 shares; 2026Q1: 91,062 shares 91,062 $8.78M 0.11% +15,699 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,341 shares; 2024Q4: 42,754 shares; 2025Q1: 43,002 shares; 2025Q2: 44,485 shares; 2025Q3: 44,878 shares; 2025Q4: 43,665 shares; 2026Q1: 43,880 shares 43,880 $8.7M 0.11% +215 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: 34,500 shares; 2024Q4: 32,394 shares; 2025Q1: 32,230 shares; 2025Q2: 31,195 shares; 2025Q3: 35,059 shares; 2025Q4: 27,859 shares; 2026Q1: 31,903 shares 31,903 $8.63M 0.11% +4,044 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: not reported; 2024Q4: not reported; 2025Q1: 67,114 shares; 2025Q2: 125,376 shares; 2025Q3: 150,429 shares; 2025Q4: 158,973 shares; 2026Q1: 169,536 shares 169,536 $8.6M 0.11% +10,563 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: 95,676 shares; 2024Q4: 93,042 shares; 2025Q1: 75,462 shares; 2025Q2: 77,292 shares; 2025Q3: 90,265 shares; 2025Q4: 127,752 shares; 2026Q1: 166,994 shares 166,994 $8.56M 0.11% +39,242 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,329 shares; 2024Q4: 70,430 shares; 2025Q1: 78,481 shares; 2025Q2: 83,109 shares; 2025Q3: 92,813 shares; 2025Q4: 92,254 shares; 2026Q1: 96,306 shares 96,306 $8.52M 0.11% +4,052 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: 66,145 shares; 2024Q4: 66,120 shares; 2025Q1: 59,854 shares; 2025Q2: 57,318 shares; 2025Q3: 58,104 shares; 2025Q4: 62,867 shares; 2026Q1: 87,479 shares 87,479 $8.5M 0.1% +24,612 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: 288,194 shares; 2024Q4: 296,263 shares; 2025Q1: 299,796 shares; 2025Q2: 303,587 shares; 2025Q3: 360,578 shares; 2025Q4: 331,741 shares; 2026Q1: 301,876 shares 301,876 $8.48M 0.1% -29,865 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: 9,499 shares; 2024Q4: 9,590 shares; 2025Q1: 23,086 shares; 2025Q2: 30,326 shares; 2025Q3: 30,965 shares; 2025Q4: 32,070 shares; 2026Q1: 32,312 shares 32,312 $8.32M 0.1% +242 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: 27,922 shares; 2024Q4: 28,117 shares; 2025Q1: 28,984 shares; 2025Q2: 30,012 shares; 2025Q3: 34,365 shares; 2025Q4: 33,704 shares; 2026Q1: 95,802 shares 95,802 $8.29M 0.1% +62,098 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: 35,361 shares; 2024Q4: 50,996 shares; 2025Q1: 60,492 shares; 2025Q2: 176,106 shares; 2025Q3: 173,190 shares; 2025Q4: 186,186 shares; 2026Q1: 90,008 shares 90,008 $8.25M 0.1% -96,178 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: 105,322 shares; 2024Q4: 108,810 shares; 2025Q1: 123,001 shares; 2025Q2: 164,220 shares; 2025Q3: 165,710 shares; 2025Q4: 173,636 shares; 2026Q1: 137,612 shares 137,612 $8.23M 0.1% -36,024 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: 24,389 shares; 2024Q4: 31,498 shares; 2025Q1: 37,785 shares; 2025Q2: 40,864 shares; 2025Q3: 42,874 shares; 2025Q4: 42,383 shares; 2026Q1: 51,205 shares 51,205 $8.18M 0.1% +8,822 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 25,923 shares; 2025Q1: 28,880 shares; 2025Q2: 33,069 shares; 2025Q3: 33,079 shares; 2025Q4: 38,845 shares; 2026Q1: 41,342 shares 41,342 $8.17M 0.1% +2,497 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: 31,813 shares; 2024Q4: 85,723 shares; 2025Q1: 101,902 shares; 2025Q2: 104,980 shares; 2025Q3: 108,943 shares; 2025Q4: 116,142 shares; 2026Q1: 117,112 shares 117,112 $8.13M 0.1% +970 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: 36,442 shares; 2024Q4: 43,782 shares; 2025Q1: 42,435 shares; 2025Q2: 48,437 shares; 2025Q3: 49,459 shares; 2025Q4: 44,958 shares; 2026Q1: 49,012 shares 49,012 $8.1M 0.1% +4,054 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: 140,906 shares; 2024Q4: 154,098 shares; 2025Q1: 140,081 shares; 2025Q2: 146,358 shares; 2025Q3: 180,661 shares; 2025Q4: 179,534 shares; 2026Q1: 183,582 shares 183,582 $8.1M 0.1% +4,048 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: 10,796 shares; 2024Q4: 11,914 shares; 2025Q1: 12,657 shares; 2025Q2: 14,490 shares; 2025Q3: 14,591 shares; 2025Q4: 15,339 shares; 2026Q1: 15,806 shares 15,806 $7.77M 0.1% +467 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: 55,436 shares; 2024Q4: 62,752 shares; 2025Q1: 69,476 shares; 2025Q2: 77,447 shares; 2025Q3: 77,589 shares; 2025Q4: 79,897 shares; 2026Q1: 80,185 shares 80,185 $7.74M 0.1% +288 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: 2,568 shares; 2024Q4: 4,752 shares; 2025Q1: 7,756 shares; 2025Q2: 8,412 shares; 2025Q3: 12,907 shares; 2025Q4: 14,409 shares; 2026Q1: 14,025 shares 14,025 $7.7M 0.09% -384 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: 131,378 shares; 2024Q4: 210,964 shares; 2025Q1: 231,298 shares; 2025Q2: 143,087 shares; 2025Q3: 147,276 shares; 2025Q4: 71,284 shares; 2026Q1: 74,443 shares 74,443 $7.7M 0.09% +3,159 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: 57,837 shares; 2024Q4: 68,162 shares; 2025Q1: 68,686 shares; 2025Q2: 71,383 shares; 2025Q3: 72,236 shares; 2025Q4: 73,728 shares; 2026Q1: 70,432 shares 70,432 $7.68M 0.09% -3,296 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: 55,536 shares; 2024Q4: 58,419 shares; 2025Q1: 62,042 shares; 2025Q2: 64,129 shares; 2025Q3: 62,798 shares; 2025Q4: 65,765 shares; 2026Q1: 66,525 shares 66,525 $7.65M 0.09% +760 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 6,216 shares; 2025Q1: 22,655 shares; 2025Q2: 11,765 shares; 2025Q3: 16,575 shares; 2025Q4: 32,797 shares; 2026Q1: 65,380 shares 65,380 $7.6M 0.09% +32,583 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,091 shares; 2024Q4: 50,322 shares; 2025Q1: 56,750 shares; 2025Q2: 60,139 shares; 2025Q3: 60,224 shares; 2025Q4: 56,754 shares; 2026Q1: 57,487 shares 57,487 $7.6M 0.09% +733 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: 23,951 shares; 2024Q4: 37,343 shares; 2025Q1: 35,222 shares; 2025Q2: 29,844 shares; 2025Q3: 27,442 shares; 2025Q4: 25,231 shares; 2026Q1: 20,565 shares 20,565 $7.56M 0.09% -4,666 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: 174,562 shares; 2024Q4: 165,593 shares; 2025Q1: 209,109 shares; 2025Q2: 249,872 shares; 2025Q3: 226,458 shares; 2025Q4: 232,514 shares; 2026Q1: 223,981 shares 223,981 $7.51M 0.09% -8,533 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: 47,926 shares; 2024Q4: 62,140 shares; 2025Q1: 71,919 shares; 2025Q2: 76,393 shares; 2025Q3: 77,538 shares; 2025Q4: 71,472 shares; 2026Q1: 65,271 shares 65,271 $7.5M 0.09% -6,201 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 8,877 shares; 2025Q1: 9,028 shares; 2025Q2: 9,303 shares; 2025Q3: 10,209 shares; 2025Q4: 9,183 shares; 2026Q1: 10,967 shares 10,967 $7.48M 0.09% +1,784 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,222 shares; 2024Q4: 105,196 shares; 2025Q1: 131,374 shares; 2025Q2: 146,895 shares; 2025Q3: 168,817 shares; 2025Q4: 178,104 shares; 2026Q1: 187,767 shares 187,767 $7.41M 0.09% +9,663 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: 45,508 shares; 2024Q4: 44,410 shares; 2025Q1: 46,261 shares; 2025Q2: 51,101 shares; 2025Q3: 49,982 shares; 2025Q4: 50,536 shares; 2026Q1: 56,246 shares 56,246 $7.37M 0.09% +5,710 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,059 shares; 2025Q3: 176,282 shares; 2025Q4: 187,118 shares; 2026Q1: 202,937 shares 202,937 $7.35M 0.09% +15,819 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: 133,183 shares; 2024Q4: 142,377 shares; 2025Q1: 147,732 shares; 2025Q2: 146,886 shares; 2025Q3: 139,997 shares; 2025Q4: 144,953 shares; 2026Q1: 147,464 shares 147,464 $7.28M 0.09% +2,511 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: 31,115 shares; 2024Q4: 31,373 shares; 2025Q1: 33,114 shares; 2025Q2: 33,922 shares; 2025Q3: 34,569 shares; 2025Q4: 34,652 shares; 2026Q1: 30,774 shares 30,774 $7.2M 0.09% -3,878 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 9,692 shares; 2025Q1: 10,750 shares; 2025Q2: 10,552 shares; 2025Q3: 16,756 shares; 2025Q4: 21,843 shares; 2026Q1: 22,840 shares 22,840 $7.18M 0.09% +997 Timeline VGLT 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: 11,316 shares; 2024Q4: 12,050 shares; 2025Q1: 8,785 shares; 2025Q2: 4,052 shares; 2025Q3: not reported; 2025Q4: 99,385 shares; 2026Q1: 127,307 shares 127,307 $7.05M 0.09% +27,922 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: 21,679 shares; 2024Q4: 22,171 shares; 2025Q1: 22,826 shares; 2025Q2: 20,811 shares; 2025Q3: 21,313 shares; 2025Q4: 21,915 shares; 2026Q1: 22,315 shares 22,315 $7M 0.09% +400 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: 201,023 shares; 2024Q4: 196,901 shares; 2025Q1: 201,398 shares; 2025Q2: 196,895 shares; 2025Q3: 201,922 shares; 2025Q4: 204,903 shares; 2026Q1: 136,405 shares 136,405 $6.9M 0.09% -68,498 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: 119,711 shares; 2024Q4: 119,954 shares; 2025Q1: 119,533 shares; 2025Q2: 40,422 shares; 2025Q3: 50,742 shares; 2025Q4: 55,334 shares; 2026Q1: 64,546 shares 64,546 $6.87M 0.08% +9,212 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: 62,638 shares; 2024Q4: 66,458 shares; 2025Q1: 57,414 shares; 2025Q2: 57,260 shares; 2025Q3: 51,949 shares; 2025Q4: 98,997 shares; 2026Q1: 111,078 shares 111,078 $6.8M 0.08% +12,081 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: 72,785 shares; 2024Q4: 64,453 shares; 2025Q1: 74,227 shares; 2025Q2: 71,951 shares; 2025Q3: 75,886 shares; 2025Q4: 75,554 shares; 2026Q1: 81,759 shares 81,759 $6.75M 0.08% +6,205 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,990 shares; 2024Q4: 40,020 shares; 2025Q1: 77,412 shares; 2025Q2: 102,935 shares; 2025Q3: 117,757 shares; 2025Q4: 132,134 shares; 2026Q1: 140,027 shares 140,027 $6.74M 0.08% +7,893 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 14,420 shares; 2025Q1: 15,227 shares; 2025Q2: 15,933 shares; 2025Q3: 15,565 shares; 2025Q4: 17,027 shares; 2026Q1: 15,788 shares 15,788 $6.71M 0.08% -1,239 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: not reported; 2025Q3: 60,084 shares; 2025Q4: 168,146 shares; 2026Q1: 201,961 shares 201,961 $6.65M 0.08% +33,815 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,194 shares; 2024Q4: 429,548 shares; 2025Q1: 455,005 shares; 2025Q2: 471,407 shares; 2025Q3: 449,008 shares; 2025Q4: 459,447 shares; 2026Q1: 381,651 shares 381,651 $6.61M 0.08% -77,796 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: 55,807 shares; 2024Q4: 53,664 shares; 2025Q1: 72,337 shares; 2025Q2: 80,131 shares; 2025Q3: 81,533 shares; 2025Q4: 97,395 shares; 2026Q1: 90,658 shares 90,658 $6.6M 0.08% -6,737 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,633 shares; 2024Q4: 109,588 shares; 2025Q1: 116,035 shares; 2025Q2: 130,342 shares; 2025Q3: 137,314 shares; 2025Q4: 131,654 shares; 2026Q1: 119,885 shares 119,885 $6.59M 0.08% -11,769 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,756 shares; 2024Q4: 90,367 shares; 2025Q1: 130,034 shares; 2025Q2: 144,299 shares; 2025Q3: 228,679 shares; 2025Q4: 271,239 shares; 2026Q1: 284,878 shares 284,878 $6.54M 0.08% +13,639 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: 37,243 shares; 2024Q4: 41,809 shares; 2025Q1: 43,827 shares; 2025Q2: 59,973 shares; 2025Q3: 64,009 shares; 2025Q4: 69,562 shares; 2026Q1: 69,573 shares 69,573 $6.45M 0.08% +11 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,904 shares; 2024Q4: 210,470 shares; 2025Q1: 227,196 shares; 2025Q2: 236,003 shares; 2025Q3: 240,764 shares; 2025Q4: 202,655 shares; 2026Q1: 201,093 shares 201,093 $6.44M 0.08% -1,562 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: 115,049 shares; 2024Q4: 104,772 shares; 2025Q1: 82,515 shares; 2025Q2: 110,029 shares; 2025Q3: 89,965 shares; 2025Q4: 203,822 shares; 2026Q1: 279,952 shares 279,952 $6.41M 0.08% +76,130 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,229 shares; 2024Q4: 59,570 shares; 2025Q1: 56,133 shares; 2025Q2: 61,091 shares; 2025Q3: 60,349 shares; 2025Q4: 62,046 shares; 2026Q1: 58,263 shares 58,263 $6.39M 0.08% -3,783 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: 96,385 shares; 2024Q4: 96,836 shares; 2025Q1: 90,546 shares; 2025Q2: 82,628 shares; 2025Q3: 97,310 shares; 2025Q4: 115,226 shares; 2026Q1: 114,803 shares 114,803 $6.34M 0.08% -423 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: 29,347 shares; 2024Q4: 81,592 shares; 2025Q1: 86,711 shares; 2025Q2: 102,866 shares; 2025Q3: 97,630 shares; 2025Q4: 93,987 shares; 2026Q1: 93,471 shares 93,471 $6.27M 0.08% -516 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,949 shares 194,949 $6.27M 0.08% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 8,976 shares; 2025Q1: 9,177 shares; 2025Q2: 9,913 shares; 2025Q3: 9,842 shares; 2025Q4: 10,253 shares; 2026Q1: 11,096 shares 11,096 $6.25M 0.08% +843 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: 100,483 shares; 2024Q4: 91,576 shares; 2025Q1: 98,328 shares; 2025Q2: 100,810 shares; 2025Q3: 112,795 shares; 2025Q4: 113,584 shares; 2026Q1: 112,054 shares 112,054 $6.24M 0.08% -1,530 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,578 shares; 2025Q4: 117,142 shares; 2026Q1: 247,817 shares 247,817 $6.23M 0.08% +130,675 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,844 shares; 2024Q4: 26,022 shares; 2025Q1: 30,754 shares; 2025Q2: 28,172 shares; 2025Q3: 24,550 shares; 2025Q4: 25,510 shares; 2026Q1: 26,883 shares 26,883 $6.18M 0.08% +1,373 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,288 shares; 2024Q4: 28,390 shares; 2025Q1: 28,033 shares; 2025Q2: 27,921 shares; 2025Q3: 27,155 shares; 2025Q4: 27,911 shares; 2026Q1: 28,139 shares 28,139 $6.15M 0.08% +228 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: 17,105 shares; 2024Q4: 18,899 shares; 2025Q1: 22,402 shares; 2025Q2: 23,455 shares; 2025Q3: 22,809 shares; 2025Q4: 22,887 shares; 2026Q1: 24,798 shares 24,798 $6.13M 0.08% +1,911 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,599 shares; 2024Q4: 118,649 shares; 2025Q1: 115,377 shares; 2025Q2: 100,589 shares; 2025Q3: 81,375 shares; 2025Q4: 63,545 shares; 2026Q1: 50,590 shares 50,590 $6.12M 0.08% -12,955 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,765 shares; 2024Q4: 29,095 shares; 2025Q1: 30,688 shares; 2025Q2: 35,683 shares; 2025Q3: 39,868 shares; 2025Q4: 41,850 shares; 2026Q1: 48,077 shares 48,077 $6.07M 0.07% +6,227 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,386 shares; 2024Q4: 29,378 shares; 2025Q1: 29,009 shares; 2025Q2: 28,529 shares; 2025Q3: 28,630 shares; 2025Q4: 29,762 shares; 2026Q1: 29,841 shares 29,841 $6.06M 0.07% +79 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: 132,410 shares; 2024Q4: 142,783 shares; 2025Q1: 104,219 shares; 2025Q2: 92,910 shares; 2025Q3: 110,701 shares; 2025Q4: 109,033 shares; 2026Q1: 134,617 shares 134,617 $6.04M 0.07% +25,584 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: 42,729 shares; 2024Q4: 40,374 shares; 2025Q1: 39,931 shares; 2025Q2: 42,671 shares; 2025Q3: 43,901 shares; 2025Q4: 45,996 shares; 2026Q1: 46,614 shares 46,614 $5.98M 0.07% +618 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: 101,625 shares; 2024Q4: 101,924 shares; 2025Q1: 92,799 shares; 2025Q2: 82,964 shares; 2025Q3: 70,496 shares; 2025Q4: 77,050 shares; 2026Q1: 81,072 shares 81,072 $5.97M 0.07% +4,022 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: 30,070 shares; 2024Q4: 67,753 shares; 2025Q1: 73,616 shares; 2025Q2: 74,193 shares; 2025Q3: 78,298 shares; 2025Q4: 85,226 shares; 2026Q1: 79,245 shares 79,245 $5.96M 0.07% -5,981 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: 23,904 shares; 2024Q4: 76,047 shares; 2025Q1: 84,404 shares; 2025Q2: 86,634 shares; 2025Q3: 96,121 shares; 2025Q4: 103,592 shares; 2026Q1: 100,203 shares 100,203 $5.91M 0.07% -3,389 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: 57,133 shares; 2024Q4: 61,006 shares; 2025Q1: 61,933 shares; 2025Q2: 61,946 shares; 2025Q3: 64,859 shares; 2025Q4: 65,703 shares; 2026Q1: 66,202 shares 66,202 $5.91M 0.07% +499 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: 27,029 shares; 2024Q4: 27,589 shares; 2025Q1: 29,227 shares; 2025Q2: 46,104 shares; 2025Q3: 50,242 shares; 2025Q4: 64,202 shares; 2026Q1: 70,500 shares 70,500 $5.89M 0.07% +6,298 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,886 shares; 2025Q2: 148,351 shares; 2025Q3: 158,730 shares; 2025Q4: 156,104 shares; 2026Q1: 151,427 shares 151,427 $5.84M 0.07% -4,677 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: 47,257 shares; 2024Q4: 44,558 shares; 2025Q1: 51,694 shares; 2025Q2: 55,200 shares; 2025Q3: 49,476 shares; 2025Q4: 48,723 shares; 2026Q1: 48,568 shares 48,568 $5.76M 0.07% -155 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,964 shares; 2024Q4: 108,103 shares; 2025Q1: 112,838 shares; 2025Q2: 134,365 shares; 2025Q3: 123,776 shares; 2025Q4: 125,305 shares; 2026Q1: 126,722 shares 126,722 $5.74M 0.07% +1,417 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,476 shares; 2025Q4: 13,956 shares; 2026Q1: 80,548 shares 80,548 $5.73M 0.07% +66,592 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: 39,086 shares; 2024Q4: 37,012 shares; 2025Q1: 42,965 shares; 2025Q2: 49,974 shares; 2025Q3: 49,319 shares; 2025Q4: 43,437 shares; 2026Q1: 43,347 shares 43,347 $5.72M 0.07% -90 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: 22,504 shares; 2024Q4: 51,714 shares; 2025Q1: 61,857 shares; 2025Q2: 62,569 shares; 2025Q3: 63,924 shares; 2025Q4: 70,085 shares; 2026Q1: 70,980 shares 70,980 $5.69M 0.07% +895 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: 27,880 shares; 2024Q4: 41,696 shares; 2025Q1: 42,166 shares; 2025Q2: 41,392 shares; 2025Q3: 46,052 shares; 2025Q4: 50,651 shares; 2026Q1: 50,095 shares 50,095 $5.68M 0.07% -556 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: 14,478 shares; 2024Q4: 14,416 shares; 2025Q1: 14,551 shares; 2025Q2: 15,484 shares; 2025Q3: 15,509 shares; 2025Q4: 15,493 shares; 2026Q1: 15,941 shares 15,941 $5.68M 0.07% +448 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 7,409 shares; 2025Q1: 6,459 shares; 2025Q2: 6,458 shares; 2025Q3: 9,937 shares; 2025Q4: 12,131 shares; 2026Q1: 13,103 shares 13,103 $5.67M 0.07% +972 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,082 shares; 2024Q4: 100,832 shares; 2025Q1: 109,447 shares; 2025Q2: 103,160 shares; 2025Q3: 99,787 shares; 2025Q4: 108,546 shares; 2026Q1: 107,201 shares 107,201 $5.66M 0.07% -1,345 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,363 shares; 2024Q4: 66,550 shares; 2025Q1: 63,163 shares; 2025Q2: 106,317 shares; 2025Q3: 108,998 shares; 2025Q4: 111,791 shares; 2026Q1: 114,576 shares 114,576 $5.66M 0.07% +2,785 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,795 shares; 2025Q1: 140,690 shares; 2025Q2: 133,724 shares; 2025Q3: 67,014 shares; 2025Q4: 66,611 shares; 2026Q1: 119,481 shares 119,481 $5.63M 0.07% +52,870 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: 287,594 shares; 2024Q4: 319,467 shares; 2025Q1: 212,391 shares; 2025Q2: 183,734 shares; 2025Q3: 124,239 shares; 2025Q4: 121,127 shares; 2026Q1: 111,648 shares 111,648 $5.6M 0.07% -9,479 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 39,893 shares; 2026Q1: 41,442 shares 41,442 $5.58M 0.07% +1,549 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,232 shares; 2025Q1: 3,639 shares; 2025Q2: 63,519 shares; 2025Q3: 68,310 shares; 2025Q4: 60,851 shares; 2026Q1: 60,356 shares 60,356 $5.57M 0.07% -495 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,150 shares; 2025Q1: 6,052 shares; 2025Q2: 6,510 shares; 2025Q3: 15,700 shares; 2025Q4: 21,092 shares; 2026Q1: 19,867 shares 19,867 $5.55M 0.07% -1,225 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: 14,310 shares; 2024Q4: 15,964 shares; 2025Q1: 18,421 shares; 2025Q2: 17,881 shares; 2025Q3: 17,993 shares; 2025Q4: 22,082 shares; 2026Q1: 22,591 shares 22,591 $5.52M 0.07% +509 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: 28,121 shares; 2024Q4: 29,368 shares; 2025Q1: 29,596 shares; 2025Q2: 35,130 shares; 2025Q3: 40,841 shares; 2025Q4: 42,445 shares; 2026Q1: 39,487 shares 39,487 $5.5M 0.07% -2,958 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: 30,595 shares; 2025Q1: 25,986 shares; 2025Q2: 25,656 shares; 2025Q3: 32,729 shares; 2025Q4: 31,176 shares; 2026Q1: 25,461 shares 25,461 $5.44M 0.07% -5,715 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: 24,422 shares; 2024Q4: 25,102 shares; 2025Q1: 26,446 shares; 2025Q2: 29,141 shares; 2025Q3: 30,334 shares; 2025Q4: 35,158 shares; 2026Q1: 37,232 shares 37,232 $5.43M 0.07% +2,074 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,346 shares; 2025Q3: 61,679 shares; 2025Q4: 80,284 shares; 2026Q1: 102,809 shares 102,809 $5.42M 0.07% +22,525 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 18,068 shares; 2025Q1: 17,999 shares; 2025Q2: 17,378 shares; 2025Q3: 21,366 shares; 2025Q4: 24,362 shares; 2026Q1: 25,763 shares 25,763 $5.41M 0.07% +1,401 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: 25,633 shares; 2024Q4: 37,780 shares; 2025Q1: 39,854 shares; 2025Q2: 53,297 shares; 2025Q3: 68,027 shares; 2025Q4: 74,098 shares; 2026Q1: 79,386 shares 79,386 $5.41M 0.07% +5,288 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,416 shares; 2024Q4: 16,593 shares; 2025Q1: 20,792 shares; 2025Q2: 25,119 shares; 2025Q3: 22,723 shares; 2025Q4: 24,893 shares; 2026Q1: 25,456 shares 25,456 $5.38M 0.07% +563 Timeline FLUD FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,169 shares 215,169 $5.38M 0.07% new 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: 188,461 shares; 2024Q4: 172,920 shares; 2025Q1: 118,521 shares; 2025Q2: 88,362 shares; 2025Q3: 86,207 shares; 2025Q4: 83,964 shares; 2026Q1: 57,534 shares 57,534 $5.34M 0.07% -26,430 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,743 shares; 2024Q4: 77,721 shares; 2025Q1: 93,221 shares; 2025Q2: 101,946 shares; 2025Q3: 111,837 shares; 2025Q4: 111,174 shares; 2026Q1: 112,741 shares 112,741 $5.3M 0.07% +1,567 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,736 shares; 2025Q1: 9,977 shares; 2025Q2: 10,884 shares; 2025Q3: 25,867 shares; 2025Q4: 61,887 shares; 2026Q1: 74,424 shares 74,424 $5.27M 0.07% +12,537 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 15,696 shares; 2025Q1: 21,036 shares; 2025Q2: 20,816 shares; 2025Q3: 22,420 shares; 2025Q4: 22,919 shares; 2026Q1: 25,292 shares 25,292 $5.24M 0.06% +2,373 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: 21,257 shares; 2024Q4: 21,167 shares; 2025Q1: 19,910 shares; 2025Q2: 22,508 shares; 2025Q3: 21,165 shares; 2025Q4: 21,584 shares; 2026Q1: 25,061 shares 25,061 $5.22M 0.06% +3,477 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: 107,715 shares; 2024Q4: 106,652 shares; 2025Q1: 113,382 shares; 2025Q2: 81,218 shares; 2025Q3: 99,123 shares; 2025Q4: 102,251 shares; 2026Q1: 102,202 shares 102,202 $5.19M 0.06% -49 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,135 shares; 2025Q2: 231,062 shares; 2025Q3: 277,723 shares; 2025Q4: 269,250 shares; 2026Q1: 103,921 shares 103,921 $5.18M 0.06% -165,329 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: 8,849 shares; 2024Q4: 9,812 shares; 2025Q1: 18,795 shares; 2025Q2: 18,311 shares; 2025Q3: 17,658 shares; 2025Q4: 21,757 shares; 2026Q1: 22,158 shares 22,158 $5.11M 0.06% +401 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: 11,572 shares; 2024Q4: 12,137 shares; 2025Q1: 13,704 shares; 2025Q2: 16,752 shares; 2025Q3: 28,503 shares; 2025Q4: 27,650 shares; 2026Q1: 30,028 shares 30,028 $5.08M 0.06% +2,378 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 16,132 shares; 2025Q1: 16,181 shares; 2025Q2: 16,914 shares; 2025Q3: 16,906 shares; 2025Q4: 17,375 shares; 2026Q1: 18,049 shares 18,049 $5.02M 0.06% +674 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: 7,948 shares; 2024Q4: 23,915 shares; 2025Q1: 157,426 shares; 2025Q2: 154,253 shares; 2025Q3: 157,792 shares; 2025Q4: 163,473 shares; 2026Q1: 170,364 shares 170,364 $4.96M 0.06% +6,891 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: 19,215 shares; 2024Q4: 22,133 shares; 2025Q1: 23,004 shares; 2025Q2: 24,233 shares; 2025Q3: 25,119 shares; 2025Q4: 25,059 shares; 2026Q1: 23,823 shares 23,823 $4.96M 0.06% -1,236 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: 15,712 shares; 2024Q4: 16,583 shares; 2025Q1: 36,867 shares; 2025Q2: 48,265 shares; 2025Q3: 43,751 shares; 2025Q4: 42,038 shares; 2026Q1: 54,060 shares 54,060 $4.89M 0.06% +12,022 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,090 shares; 2024Q4: 46,643 shares; 2025Q1: 46,259 shares; 2025Q2: 127,402 shares; 2025Q3: 134,973 shares; 2025Q4: 136,166 shares; 2026Q1: 191,602 shares 191,602 $4.88M 0.06% +55,436 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: 52,448 shares; 2024Q4: 54,613 shares; 2025Q1: 56,909 shares; 2025Q2: 57,422 shares; 2025Q3: 58,513 shares; 2025Q4: 60,591 shares; 2026Q1: 60,686 shares 60,686 $4.83M 0.06% +95 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,821 shares; 2024Q4: 36,422 shares; 2025Q1: 38,261 shares; 2025Q2: 40,151 shares; 2025Q3: 61,910 shares; 2025Q4: 62,928 shares; 2026Q1: 66,750 shares 66,750 $4.79M 0.06% +3,822 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: 40,091 shares; 2024Q4: 42,171 shares; 2025Q1: 46,992 shares; 2025Q2: 57,849 shares; 2025Q3: 44,809 shares; 2025Q4: 40,362 shares; 2026Q1: 39,552 shares 39,552 $4.79M 0.06% -810 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,786 shares; 2024Q4: 33,570 shares; 2025Q1: 31,482 shares; 2025Q2: 30,656 shares; 2025Q3: 31,453 shares; 2025Q4: 31,122 shares; 2026Q1: 30,087 shares 30,087 $4.78M 0.06% -1,035 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: 23,251 shares; 2024Q4: 44,019 shares; 2025Q1: 51,832 shares; 2025Q2: 54,644 shares; 2025Q3: 56,936 shares; 2025Q4: 63,011 shares; 2026Q1: 65,682 shares 65,682 $4.77M 0.06% +2,671 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: 46,227 shares; 2024Q4: 45,652 shares; 2025Q1: 46,113 shares; 2025Q2: 47,528 shares; 2025Q3: 47,949 shares; 2025Q4: 101,606 shares; 2026Q1: 102,960 shares 102,960 $4.72M 0.06% +1,354 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,302 shares; 2024Q4: 29,837 shares; 2025Q1: 29,797 shares; 2025Q2: 30,789 shares; 2025Q3: 30,995 shares; 2025Q4: 28,893 shares; 2026Q1: 29,048 shares 29,048 $4.72M 0.06% +155 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,536 shares; 2025Q2: 11,417 shares; 2025Q3: 11,399 shares; 2025Q4: 10,548 shares; 2026Q1: 126,778 shares 126,778 $4.72M 0.06% +116,230 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: 18,095 shares; 2024Q4: 23,083 shares; 2025Q1: 22,583 shares; 2025Q2: 22,405 shares; 2025Q3: 23,921 shares; 2025Q4: 44,230 shares; 2026Q1: 58,457 shares 58,457 $4.71M 0.06% +14,227 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,322 shares; 2025Q3: 161,810 shares; 2025Q4: 168,319 shares; 2026Q1: 140,014 shares 140,014 $4.69M 0.06% -28,305 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 3,953 shares; 2025Q1: 2,975 shares; 2025Q2: 16,032 shares; 2025Q3: 18,198 shares; 2025Q4: 24,689 shares; 2026Q1: 25,319 shares 25,319 $4.68M 0.06% +630 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,844 shares; 2024Q4: 24,054 shares; 2025Q1: 24,410 shares; 2025Q2: 23,839 shares; 2025Q3: 16,626 shares; 2025Q4: 11,290 shares; 2026Q1: 16,069 shares 16,069 $4.67M 0.06% +4,779 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,483 shares; 2025Q3: 187,822 shares; 2025Q4: 208,274 shares; 2026Q1: 217,164 shares 217,164 $4.67M 0.06% +8,890 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,045 shares; 2026Q1: 85,226 shares 85,226 $4.65M 0.06% +80,181 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 23,708 shares; 2025Q1: 37,564 shares; 2025Q2: 96,046 shares; 2025Q3: 97,556 shares; 2025Q4: 95,718 shares; 2026Q1: 109,530 shares 109,530 $4.63M 0.06% +13,812 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,245 shares; 2025Q4: 179,673 shares; 2026Q1: 219,148 shares 219,148 $4.59M 0.06% +39,475 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: 36,316 shares; 2024Q4: 36,555 shares; 2025Q1: 35,165 shares; 2025Q2: 29,953 shares; 2025Q3: 28,314 shares; 2025Q4: 29,979 shares; 2026Q1: 31,242 shares 31,242 $4.58M 0.06% +1,263 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: 41,914 shares; 2024Q4: 38,653 shares; 2025Q1: 53,595 shares; 2025Q2: 98,273 shares; 2025Q3: 101,049 shares; 2025Q4: 100,973 shares; 2026Q1: 97,934 shares 97,934 $4.57M 0.06% -3,039 Timeline GRPM 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: 43,420 shares; 2024Q4: 43,644 shares; 2025Q1: 45,033 shares; 2025Q2: 47,392 shares; 2025Q3: 45,489 shares; 2025Q4: 43,218 shares; 2026Q1: 38,644 shares 38,644 $4.57M 0.06% -4,574 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,282 shares; 2024Q4: 86,876 shares; 2025Q1: 75,072 shares; 2025Q2: 76,249 shares; 2025Q3: 76,637 shares; 2025Q4: 116,549 shares; 2026Q1: 112,155 shares 112,155 $4.54M 0.06% -4,394 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,194 shares; 2024Q4: 117,661 shares; 2025Q1: 120,206 shares; 2025Q2: 136,439 shares; 2025Q3: 158,189 shares; 2025Q4: 167,154 shares; 2026Q1: 181,877 shares 181,877 $4.51M 0.06% +14,723 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,308 shares; 2024Q4: 149,286 shares; 2025Q1: 156,682 shares; 2025Q2: 168,428 shares; 2025Q3: 169,749 shares; 2025Q4: 169,583 shares; 2026Q1: 171,587 shares 171,587 $4.48M 0.06% +2,004 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 12,502 shares; 2025Q1: 16,161 shares; 2025Q2: 15,782 shares; 2025Q3: 16,290 shares; 2025Q4: 16,821 shares; 2026Q1: 15,602 shares 15,602 $4.48M 0.06% -1,219 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,665 shares; 2024Q4: 82,692 shares; 2025Q1: 80,579 shares; 2025Q2: 79,151 shares; 2025Q3: 62,103 shares; 2025Q4: 38,675 shares; 2026Q1: 37,793 shares 37,793 $4.47M 0.06% -882 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: 76,599 shares; 2024Q4: 81,324 shares; 2025Q1: 85,877 shares; 2025Q2: 92,241 shares; 2025Q3: 97,939 shares; 2025Q4: 93,069 shares; 2026Q1: 96,909 shares 96,909 $4.45M 0.05% +3,840 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: 101,955 shares; 2024Q4: 127,791 shares; 2025Q1: 143,988 shares; 2025Q2: 154,205 shares; 2025Q3: 183,977 shares; 2025Q4: 162,245 shares; 2026Q1: 146,049 shares 146,049 $4.43M 0.05% -16,196 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 13,290 shares; 2025Q1: 11,780 shares; 2025Q2: 15,270 shares; 2025Q3: 15,490 shares; 2025Q4: 14,976 shares; 2026Q1: 15,554 shares 15,554 $4.38M 0.05% +578 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,145 shares; 2024Q4: 81,201 shares; 2025Q1: 89,543 shares; 2025Q2: 61,129 shares; 2025Q3: 64,140 shares; 2025Q4: 67,719 shares; 2026Q1: 64,815 shares 64,815 $4.38M 0.05% -2,904 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: 10,247 shares; 2024Q4: 10,792 shares; 2025Q1: 12,805 shares; 2025Q2: 15,011 shares; 2025Q3: 14,523 shares; 2025Q4: 14,377 shares; 2026Q1: 14,324 shares 14,324 $4.33M 0.05% -53 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,861 shares; 2024Q4: 7,036 shares; 2025Q1: 5,259 shares; 2025Q2: 6,127 shares; 2025Q3: 10,254 shares; 2025Q4: 10,438 shares; 2026Q1: 9,675 shares 9,675 $4.32M 0.05% -763 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,684 shares; 2024Q4: 43,883 shares; 2025Q1: 53,894 shares; 2025Q2: 62,531 shares; 2025Q3: 63,958 shares; 2025Q4: 61,753 shares; 2026Q1: 69,549 shares 69,549 $4.3M 0.05% +7,796 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: 125,720 shares; 2024Q4: 137,792 shares; 2025Q1: 140,633 shares; 2025Q2: 89,318 shares; 2025Q3: 105,477 shares; 2025Q4: 107,960 shares; 2026Q1: 104,537 shares 104,537 $4.29M 0.05% -3,423 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 18,552 shares; 2025Q1: 20,827 shares; 2025Q2: 25,064 shares; 2025Q3: 26,501 shares; 2025Q4: 22,661 shares; 2026Q1: 24,547 shares 24,547 $4.29M 0.05% +1,886 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,374 shares; 2024Q4: 415,917 shares; 2025Q1: 408,255 shares; 2025Q2: 374,601 shares; 2025Q3: 370,139 shares; 2025Q4: 370,620 shares; 2026Q1: 369,659 shares 369,659 $4.27M 0.05% -961 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: 71,909 shares; 2024Q4: 78,852 shares; 2025Q1: 57,508 shares; 2025Q2: 55,329 shares; 2025Q3: 60,032 shares; 2025Q4: 48,137 shares; 2026Q1: 43,247 shares 43,247 $4.25M 0.05% -4,890 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,466 shares; 2024Q4: 43,097 shares; 2025Q1: 44,730 shares; 2025Q2: 57,430 shares; 2025Q3: 61,837 shares; 2025Q4: 67,246 shares; 2026Q1: 71,844 shares 71,844 $4.25M 0.05% +4,598 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 26,946 shares; 2025Q3: 28,894 shares; 2025Q4: 38,499 shares; 2026Q1: 39,204 shares 39,204 $4.24M 0.05% +705 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: 17,802 shares; 2024Q4: 18,617 shares; 2025Q1: 19,703 shares; 2025Q2: 17,420 shares; 2025Q3: 18,683 shares; 2025Q4: 18,733 shares; 2026Q1: 19,324 shares 19,324 $4.23M 0.05% +591 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,831 shares; 2024Q4: 97,086 shares; 2025Q1: 99,700 shares; 2025Q2: 99,612 shares; 2025Q3: 203,149 shares; 2025Q4: 193,626 shares; 2026Q1: 169,711 shares 169,711 $4.22M 0.05% -23,915 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,246 shares; 2024Q4: 33,721 shares; 2025Q1: 34,458 shares; 2025Q2: 34,937 shares; 2025Q3: 35,367 shares; 2025Q4: 36,084 shares; 2026Q1: 36,196 shares 36,196 $4.19M 0.05% +112 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: 12,002 shares; 2024Q4: 19,389 shares; 2025Q1: 37,142 shares; 2025Q2: 38,630 shares; 2025Q3: 53,098 shares; 2025Q4: 91,907 shares; 2026Q1: 108,360 shares 108,360 $4.16M 0.05% +16,453 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: 58,573 shares; 2024Q4: 61,740 shares; 2025Q1: 62,015 shares; 2025Q2: 62,922 shares; 2025Q3: 63,403 shares; 2025Q4: 66,778 shares; 2026Q1: 70,222 shares 70,222 $4.13M 0.05% +3,444 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,559 shares; 2024Q4: 244,754 shares; 2025Q1: 246,265 shares; 2025Q2: 258,994 shares; 2025Q3: 270,334 shares; 2025Q4: 268,487 shares; 2026Q1: 240,497 shares 240,497 $4.12M 0.05% -27,990 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: 113,714 shares; 2024Q4: 80,804 shares; 2025Q1: 93,872 shares; 2025Q2: 111,984 shares; 2025Q3: 122,018 shares; 2025Q4: 122,458 shares; 2026Q1: 108,651 shares 108,651 $4.11M 0.05% -13,807 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,902 shares; 2024Q4: 69,221 shares; 2025Q1: 191,251 shares; 2025Q2: 238,987 shares; 2025Q3: 172,955 shares; 2025Q4: 175,826 shares; 2026Q1: 181,625 shares 181,625 $4.11M 0.05% +5,799 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: 75,337 shares; 2024Q4: 29,548 shares; 2025Q1: 26,341 shares; 2025Q2: 28,920 shares; 2025Q3: 28,698 shares; 2025Q4: 49,807 shares; 2026Q1: 68,656 shares 68,656 $4.09M 0.05% +18,849 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: 47,750 shares; 2024Q4: 49,818 shares; 2025Q1: 91,289 shares; 2025Q2: 103,708 shares; 2025Q3: 121,805 shares; 2025Q4: 159,018 shares; 2026Q1: 166,266 shares 166,266 $4.03M 0.05% +7,248 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,321 shares; 2024Q4: 39,070 shares; 2025Q1: 37,500 shares; 2025Q2: 37,167 shares; 2025Q3: 48,535 shares; 2025Q4: 39,241 shares; 2026Q1: 47,178 shares 47,178 $4.02M 0.05% +7,937 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: 183,423 shares; 2024Q4: 177,522 shares; 2025Q1: 216,314 shares; 2025Q2: 218,405 shares; 2025Q3: 220,836 shares; 2025Q4: 220,012 shares; 2026Q1: 206,644 shares 206,644 $3.99M 0.05% -13,368 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 6,147 shares; 2025Q1: 5,022 shares; 2025Q2: 19,086 shares; 2025Q3: 23,559 shares; 2025Q4: 38,567 shares; 2026Q1: 39,679 shares 39,679 $3.97M 0.05% +1,112 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: 8,735 shares; 2024Q4: 9,415 shares; 2025Q1: 10,136 shares; 2025Q2: 9,455 shares; 2025Q3: 9,521 shares; 2025Q4: 9,511 shares; 2026Q1: 41,906 shares 41,906 $3.94M 0.05% +32,395 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 5,034 shares; 2025Q1: 6,506 shares; 2025Q2: 8,275 shares; 2025Q3: 29,732 shares; 2025Q4: 35,571 shares; 2026Q1: 39,094 shares 39,094 $3.94M 0.05% +3,523 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 11,415 shares; 2025Q1: 5,751 shares; 2025Q2: 16,629 shares; 2025Q3: 34,555 shares; 2025Q4: 33,139 shares; 2026Q1: 36,576 shares 36,576 $3.94M 0.05% +3,437 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,000 shares 156,000 $3.93M 0.05% new 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: 27,386 shares; 2024Q4: 33,153 shares; 2025Q1: 40,130 shares; 2025Q2: 46,711 shares; 2025Q3: 48,886 shares; 2025Q4: 55,967 shares; 2026Q1: 62,536 shares 62,536 $3.92M 0.05% +6,569 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: 34,210 shares; 2024Q4: 36,945 shares; 2025Q1: 37,989 shares; 2025Q2: 36,034 shares; 2025Q3: 35,324 shares; 2025Q4: 36,354 shares; 2026Q1: 45,121 shares 45,121 $3.91M 0.05% +8,767 Timeline VGK 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: 20,716 shares; 2024Q4: 23,285 shares; 2025Q1: 28,557 shares; 2025Q2: 28,617 shares; 2025Q3: 30,637 shares; 2025Q4: 35,891 shares; 2026Q1: 47,301 shares 47,301 $3.9M 0.05% +11,410 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,785 shares; 2025Q2: 62,689 shares; 2025Q3: 60,226 shares; 2025Q4: 62,392 shares; 2026Q1: 60,840 shares 60,840 $3.89M 0.05% -1,552 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,780 shares; 2025Q1: 22,151 shares; 2025Q2: 26,577 shares; 2025Q3: 21,316 shares; 2025Q4: 27,909 shares; 2026Q1: 25,287 shares 25,287 $3.86M 0.05% -2,622 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,539 shares; 2025Q3: 76,365 shares; 2025Q4: 74,479 shares; 2026Q1: 77,032 shares 77,032 $3.85M 0.05% +2,553 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,504 shares; 2024Q4: 40,429 shares; 2025Q1: 48,938 shares; 2025Q2: 46,252 shares; 2025Q3: 44,630 shares; 2025Q4: 44,281 shares; 2026Q1: 35,527 shares 35,527 $3.85M 0.05% -8,754 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: not reported; 2024Q4: 25,514 shares; 2025Q1: 28,334 shares; 2025Q2: 29,358 shares; 2025Q3: 30,492 shares; 2025Q4: 52,489 shares; 2026Q1: 75,537 shares 75,537 $3.84M 0.05% +23,048 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: 15,212 shares; 2024Q4: 17,832 shares; 2025Q1: 18,359 shares; 2025Q2: 20,659 shares; 2025Q3: 21,515 shares; 2025Q4: 21,543 shares; 2026Q1: 21,060 shares 21,060 $3.82M 0.05% -483 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 5,861 shares; 2025Q1: 5,832 shares; 2025Q2: 17,388 shares; 2025Q3: 18,914 shares; 2025Q4: 19,091 shares; 2026Q1: 20,939 shares 20,939 $3.82M 0.05% +1,848 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: 72,356 shares; 2024Q4: 24,753 shares; 2025Q1: 24,023 shares; 2025Q2: 18,506 shares; 2025Q3: 16,771 shares; 2025Q4: 17,626 shares; 2026Q1: 19,929 shares 19,929 $3.78M 0.05% +2,303 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,054 shares; 2025Q1: 34,018 shares; 2025Q2: 34,695 shares; 2025Q3: 34,940 shares; 2025Q4: 35,543 shares; 2026Q1: 35,942 shares 35,942 $3.77M 0.05% +399 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,768 shares; 2025Q3: 9,537 shares; 2025Q4: 10,994 shares; 2026Q1: 22,874 shares 22,874 $3.74M 0.05% +11,880 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,094 shares; 2025Q3: 28,498 shares; 2025Q4: 36,934 shares; 2026Q1: 48,059 shares 48,059 $3.72M 0.05% +11,125 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,033 shares; 2025Q1: 24,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,910 shares; 2026Q1: 137,079 shares 137,079 $3.72M 0.05% +99,169 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,833 shares; 2025Q1: 3,193 shares; 2025Q2: 3,108 shares; 2025Q3: 2,837 shares; 2025Q4: 2,657 shares; 2026Q1: 25,991 shares 25,991 $3.7M 0.05% +23,334 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 8,263 shares; 2025Q1: 8,505 shares; 2025Q2: 8,258 shares; 2025Q3: 7,657 shares; 2025Q4: 7,459 shares; 2026Q1: 7,056 shares 7,056 $3.69M 0.05% -403 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: 14,459 shares; 2024Q4: 29,185 shares; 2025Q1: 53,868 shares; 2025Q2: 55,152 shares; 2025Q3: 57,386 shares; 2025Q4: 76,248 shares; 2026Q1: 81,993 shares 81,993 $3.67M 0.05% +5,745 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 30,728 shares; 2025Q1: 26,792 shares; 2025Q2: 22,206 shares; 2025Q3: 21,631 shares; 2025Q4: 31,683 shares; 2026Q1: 37,783 shares 37,783 $3.64M 0.04% +6,100 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 7,929 shares; 2025Q1: 19,956 shares; 2025Q2: 20,651 shares; 2025Q3: 19,582 shares; 2025Q4: 19,019 shares; 2026Q1: 17,938 shares 17,938 $3.64M 0.04% -1,081 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,607 shares; 2024Q4: 72,779 shares; 2025Q1: 98,343 shares; 2025Q2: 95,471 shares; 2025Q3: 97,338 shares; 2025Q4: 98,658 shares; 2026Q1: 108,284 shares 108,284 $3.64M 0.04% +9,626 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: 3,601 shares; 2024Q4: 3,685 shares; 2025Q1: 3,758 shares; 2025Q2: 4,199 shares; 2025Q3: 4,718 shares; 2025Q4: 5,345 shares; 2026Q1: 5,885 shares 5,885 $3.63M 0.04% +540 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: 4,453 shares; 2024Q4: 7,314 shares; 2025Q1: 4,158 shares; 2025Q2: 4,129 shares; 2025Q3: 5,342 shares; 2025Q4: 10,938 shares; 2026Q1: 14,187 shares 14,187 $3.55M 0.04% +3,249 Timeline ILDR 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: 119,160 shares 119,160 $3.55M 0.04% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 22,160 shares; 2025Q1: 22,094 shares; 2025Q2: 21,529 shares; 2025Q3: 21,317 shares; 2025Q4: 21,281 shares; 2026Q1: 21,318 shares 21,318 $3.54M 0.04% +37 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: 7,322 shares; 2024Q4: 7,471 shares; 2025Q1: 7,180 shares; 2025Q2: 19,667 shares; 2025Q3: 24,557 shares; 2025Q4: 27,348 shares; 2026Q1: 29,257 shares 29,257 $3.53M 0.04% +1,909 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,309 shares; 2024Q4: 77,863 shares; 2025Q1: 75,919 shares; 2025Q2: 86,057 shares; 2025Q3: 94,311 shares; 2025Q4: 97,342 shares; 2026Q1: 102,389 shares 102,389 $3.53M 0.04% +5,047 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,415 shares; 2024Q4: 32,137 shares; 2025Q1: 35,086 shares; 2025Q2: 38,272 shares; 2025Q3: 36,321 shares; 2025Q4: 34,886 shares; 2026Q1: 20,431 shares 20,431 $3.53M 0.04% -14,455 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,656 shares; 2024Q4: 38,967 shares; 2025Q1: 38,825 shares; 2025Q2: 42,243 shares; 2025Q3: 43,229 shares; 2025Q4: 42,495 shares; 2026Q1: 43,062 shares 43,062 $3.49M 0.04% +567 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: 26,278 shares; 2024Q4: 26,310 shares; 2025Q1: 29,193 shares; 2025Q2: 29,330 shares; 2025Q3: 28,169 shares; 2025Q4: 28,960 shares; 2026Q1: 24,001 shares 24,001 $3.49M 0.04% -4,959 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,524 shares 17,524 $3.46M 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,173 shares; 2025Q1: 9,356 shares; 2025Q2: 9,033 shares; 2025Q3: 8,875 shares; 2025Q4: 8,519 shares; 2026Q1: 8,271 shares 8,271 $3.45M 0.04% -248 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,059 shares; 2024Q4: 44,150 shares; 2025Q1: 45,601 shares; 2025Q2: 33,642 shares; 2025Q3: 32,077 shares; 2025Q4: 32,109 shares; 2026Q1: 32,165 shares 32,165 $3.41M 0.04% +56 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,560 shares; 2024Q4: 35,242 shares; 2025Q1: 40,011 shares; 2025Q2: 44,266 shares; 2025Q3: 46,663 shares; 2025Q4: 51,007 shares; 2026Q1: 65,283 shares 65,283 $3.39M 0.04% +14,276 Timeline AFMC 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: 82,319 shares; 2025Q2: 97,109 shares; 2025Q3: 98,619 shares; 2025Q4: 97,755 shares; 2026Q1: 95,294 shares 95,294 $3.38M 0.04% -2,461 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,451 shares; 2024Q4: 54,128 shares; 2025Q1: 71,428 shares; 2025Q2: 78,527 shares; 2025Q3: 63,352 shares; 2025Q4: 62,272 shares; 2026Q1: 62,163 shares 62,163 $3.37M 0.04% -109 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 4,861 shares; 2025Q1: 7,209 shares; 2025Q2: 8,353 shares; 2025Q3: 8,251 shares; 2025Q4: 13,424 shares; 2026Q1: 12,439 shares 12,439 $3.36M 0.04% -985 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,505 shares; 2025Q3: 69,104 shares; 2025Q4: 75,106 shares; 2026Q1: 91,431 shares 91,431 $3.29M 0.04% +16,325 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: 46,301 shares; 2024Q4: 40,687 shares; 2025Q1: 45,906 shares; 2025Q2: 38,143 shares; 2025Q3: 34,178 shares; 2025Q4: 31,962 shares; 2026Q1: 34,359 shares 34,359 $3.28M 0.04% +2,397 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,719 shares; 2025Q1: 2,692 shares; 2025Q2: 13,557 shares; 2025Q3: 13,726 shares; 2025Q4: 12,994 shares; 2026Q1: 12,906 shares 12,906 $3.28M 0.04% -88 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,267 shares; 2024Q4: 74,586 shares; 2025Q1: 100,219 shares; 2025Q2: 101,333 shares; 2025Q3: 102,969 shares; 2025Q4: 104,802 shares; 2026Q1: 106,443 shares 106,443 $3.28M 0.04% +1,641 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,510 shares; 2025Q4: 66,100 shares; 2026Q1: 65,926 shares 65,926 $3.28M 0.04% -174 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: 8,491 shares; 2024Q4: 10,355 shares; 2025Q1: 10,703 shares; 2025Q2: 10,996 shares; 2025Q3: 10,035 shares; 2025Q4: 9,658 shares; 2026Q1: 10,153 shares 10,153 $3.25M 0.04% +495 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,147 shares; 2025Q3: 87,424 shares; 2025Q4: 87,414 shares; 2026Q1: 90,637 shares 90,637 $3.23M 0.04% +3,223 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,315 shares; 2025Q1: 9,413 shares; 2025Q2: 7,019 shares; 2025Q3: 6,701 shares; 2025Q4: 6,185 shares; 2026Q1: 8,267 shares 8,267 $3.21M 0.04% +2,082 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 8,737 shares; 2025Q1: 12,608 shares; 2025Q2: 17,124 shares; 2025Q3: 20,810 shares; 2025Q4: 21,481 shares; 2026Q1: 25,717 shares 25,717 $3.21M 0.04% +4,236 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,564 shares; 2025Q1: 118,588 shares; 2025Q2: 110,406 shares; 2025Q3: 113,345 shares; 2025Q4: 113,488 shares; 2026Q1: 105,920 shares 105,920 $3.21M 0.04% -7,568 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,070 shares; 2025Q2: 33,295 shares; 2025Q3: 37,113 shares; 2025Q4: 83,054 shares; 2026Q1: 95,696 shares 95,696 $3.19M 0.04% +12,642 Timeline VTWO 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: 18,630 shares; 2024Q4: 14,345 shares; 2025Q1: 18,456 shares; 2025Q2: 18,308 shares; 2025Q3: 17,599 shares; 2025Q4: 18,377 shares; 2026Q1: 31,846 shares 31,846 $3.19M 0.04% +13,469 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: 18,711 shares; 2024Q4: 26,686 shares; 2025Q1: 27,411 shares; 2025Q2: 31,539 shares; 2025Q3: 34,032 shares; 2025Q4: 40,776 shares; 2026Q1: 82,609 shares 82,609 $3.17M 0.04% +41,833 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: 50,156 shares; 2024Q4: 54,636 shares; 2025Q1: 58,767 shares; 2025Q2: 62,840 shares; 2025Q3: 64,600 shares; 2025Q4: 65,767 shares; 2026Q1: 62,089 shares 62,089 $3.16M 0.04% -3,678 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 32,018 shares; 2025Q1: 35,781 shares; 2025Q2: 38,942 shares; 2025Q3: 34,546 shares; 2025Q4: 34,422 shares; 2026Q1: 38,703 shares 38,703 $3.15M 0.04% +4,281 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,586 shares; 2025Q2: 25,132 shares; 2025Q3: 19,731 shares; 2025Q4: 28,854 shares; 2026Q1: 44,941 shares 44,941 $3.11M 0.04% +16,087 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 13,364 shares; 2025Q1: 11,943 shares; 2025Q2: 11,277 shares; 2025Q3: 10,745 shares; 2025Q4: 26,479 shares; 2026Q1: 28,312 shares 28,312 $3.09M 0.04% +1,833 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,146 shares; 2024Q4: 155,876 shares; 2025Q1: 176,143 shares; 2025Q2: 172,514 shares; 2025Q3: 135,034 shares; 2025Q4: 132,452 shares; 2026Q1: 125,986 shares 125,986 $3.06M 0.04% -6,466 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 14,472 shares; 2025Q1: 16,551 shares; 2025Q2: 16,190 shares; 2025Q3: 14,405 shares; 2025Q4: 14,582 shares; 2026Q1: 16,899 shares 16,899 $3.05M 0.04% +2,317 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 25,708 shares; 2025Q1: 26,240 shares; 2025Q2: 27,006 shares; 2025Q3: 28,008 shares; 2025Q4: 29,925 shares; 2026Q1: 31,440 shares 31,440 $3.03M 0.04% +1,515 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 36,672 shares; 2025Q1: 36,373 shares; 2025Q2: 35,891 shares; 2025Q3: 45,477 shares; 2025Q4: 34,756 shares; 2026Q1: 32,471 shares 32,471 $3.03M 0.04% -2,285 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,890 shares; 2024Q4: 43,980 shares; 2025Q1: 42,396 shares; 2025Q2: 55,641 shares; 2025Q3: 57,352 shares; 2025Q4: 84,170 shares; 2026Q1: 83,137 shares 83,137 $3.03M 0.04% -1,033 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 43,903 shares; 2025Q1: 79,827 shares; 2025Q2: 87,051 shares; 2025Q3: 101,650 shares; 2025Q4: 120,808 shares; 2026Q1: 135,973 shares 135,973 $3.01M 0.04% +15,165 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: 15,726 shares; 2024Q4: 17,480 shares; 2025Q1: 17,021 shares; 2025Q2: 15,373 shares; 2025Q3: 15,421 shares; 2025Q4: 20,654 shares; 2026Q1: 15,829 shares 15,829 $3M 0.04% -4,825 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,339 shares; 2025Q1: 4,987 shares; 2025Q2: 5,333 shares; 2025Q3: 6,105 shares; 2025Q4: 6,972 shares; 2026Q1: 9,868 shares 9,868 $3M 0.04% +2,896 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,970 shares; 2024Q4: 20,436 shares; 2025Q1: 6,810 shares; 2025Q2: 8,273 shares; 2025Q3: 5,445 shares; 2025Q4: 9,024 shares; 2026Q1: 7,511 shares 7,511 $2.99M 0.04% -1,513 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 13,464 shares; 2025Q1: 18,685 shares; 2025Q2: 68,512 shares; 2025Q3: 100,902 shares; 2025Q4: 137,400 shares; 2026Q1: 148,742 shares 148,742 $2.98M 0.04% +11,342 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: 8,006 shares; 2025Q1: 104,403 shares; 2025Q2: 106,607 shares; 2025Q3: 86,405 shares; 2025Q4: 89,343 shares; 2026Q1: 88,107 shares 88,107 $2.97M 0.04% -1,236 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 15,605 shares; 2025Q1: 15,958 shares; 2025Q2: 23,031 shares; 2025Q3: 15,667 shares; 2025Q4: 16,354 shares; 2026Q1: 14,991 shares 14,991 $2.97M 0.04% -1,363 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 14,350 shares; 2025Q1: 16,453 shares; 2025Q2: 15,505 shares; 2025Q3: 31,233 shares; 2025Q4: 52,041 shares; 2026Q1: 88,920 shares 88,920 $2.95M 0.04% +36,879 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,701 shares; 2024Q4: 23,323 shares; 2025Q1: 23,176 shares; 2025Q2: 21,243 shares; 2025Q3: 21,809 shares; 2025Q4: 27,091 shares; 2026Q1: 26,254 shares 26,254 $2.95M 0.04% -837 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,487 shares; 2024Q4: 40,727 shares; 2025Q1: 39,008 shares; 2025Q2: 33,713 shares; 2025Q3: 32,002 shares; 2025Q4: 32,527 shares; 2026Q1: 34,899 shares 34,899 $2.92M 0.04% +2,372 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: 64,669 shares; 2024Q4: 67,139 shares; 2025Q1: 65,894 shares; 2025Q2: 43,523 shares; 2025Q3: 43,455 shares; 2025Q4: 51,690 shares; 2026Q1: 62,787 shares 62,787 $2.9M 0.04% +11,097 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: 40,087 shares; 2024Q4: 35,765 shares; 2025Q1: 36,517 shares; 2025Q2: 37,333 shares; 2025Q3: 37,429 shares; 2025Q4: 37,776 shares; 2026Q1: 40,893 shares 40,893 $2.9M 0.04% +3,117 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,198 shares; 2025Q1: 12,202 shares; 2025Q2: 17,478 shares; 2025Q3: 17,564 shares; 2025Q4: 16,370 shares; 2026Q1: 14,601 shares 14,601 $2.89M 0.04% -1,769 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: 14,939 shares; 2024Q4: 22,333 shares; 2025Q1: 32,315 shares; 2025Q2: 38,777 shares; 2025Q3: 53,236 shares; 2025Q4: 50,897 shares; 2026Q1: 54,875 shares 54,875 $2.88M 0.04% +3,978 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: 127,604 shares; 2024Q4: 131,128 shares; 2025Q1: 133,679 shares; 2025Q2: 140,446 shares; 2025Q3: 143,411 shares; 2025Q4: 141,425 shares; 2026Q1: 183,562 shares 183,562 $2.87M 0.04% +42,137 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.04% 0 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: 71,292 shares; 2024Q4: 79,986 shares; 2025Q1: 88,297 shares; 2025Q2: 92,699 shares; 2025Q3: 59,813 shares; 2025Q4: 53,022 shares; 2026Q1: 54,218 shares 54,218 $2.86M 0.04% +1,196 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,506 shares; 2024Q4: 49,050 shares; 2025Q1: 52,012 shares; 2025Q2: 53,101 shares; 2025Q3: 54,616 shares; 2025Q4: 56,079 shares; 2026Q1: 58,218 shares 58,218 $2.82M 0.03% +2,139 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: 6,943 shares; 2024Q4: 7,000 shares; 2025Q1: 6,800 shares; 2025Q2: 6,801 shares; 2025Q3: 6,729 shares; 2025Q4: 6,418 shares; 2026Q1: 6,440 shares 6,440 $2.81M 0.03% +22 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 12,671 shares; 2025Q1: 13,239 shares; 2025Q2: 14,598 shares; 2025Q3: 14,944 shares; 2025Q4: 14,377 shares; 2026Q1: 14,268 shares 14,268 $2.81M 0.03% -109 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,738 shares; 2025Q1: 5,088 shares; 2025Q2: 7,591 shares; 2025Q3: 7,251 shares; 2025Q4: 5,297 shares; 2026Q1: 9,466 shares 9,466 $2.8M 0.03% +4,169 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,644 shares; 2025Q1: 5,659 shares; 2025Q2: 7,133 shares; 2025Q3: 6,782 shares; 2025Q4: 8,967 shares; 2026Q1: 10,095 shares 10,095 $2.78M 0.03% +1,128 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 15,927 shares; 2025Q4: 20,199 shares; 2026Q1: 22,973 shares 22,973 $2.77M 0.03% +2,774 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,975 shares; 2024Q4: 56,476 shares; 2025Q1: 55,940 shares; 2025Q2: 56,098 shares; 2025Q3: 55,008 shares; 2025Q4: 55,008 shares; 2026Q1: 52,298 shares 52,298 $2.76M 0.03% -2,710 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: 1,204 shares; 2024Q4: 1,446 shares; 2025Q1: 7,026 shares; 2025Q2: 8,353 shares; 2025Q3: 7,890 shares; 2025Q4: 8,722 shares; 2026Q1: 9,723 shares 9,723 $2.76M 0.03% +1,001 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 20,795 shares; 2025Q3: not reported; 2025Q4: 12,539 shares; 2026Q1: 36,394 shares 36,394 $2.75M 0.03% +23,855 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: 10,698 shares; 2024Q4: 9,122 shares; 2025Q1: 9,395 shares; 2025Q2: 59,832 shares; 2025Q3: 59,434 shares; 2025Q4: 58,779 shares; 2026Q1: 57,687 shares 57,687 $2.75M 0.03% -1,092 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,859 shares; 2025Q2: 85,110 shares; 2025Q3: 97,753 shares; 2025Q4: 112,030 shares; 2026Q1: 121,834 shares 121,834 $2.74M 0.03% +9,804 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 50,935 shares; 2025Q1: 52,106 shares; 2025Q2: 61,758 shares; 2025Q3: 62,225 shares; 2025Q4: 61,220 shares; 2026Q1: 56,242 shares 56,242 $2.73M 0.03% -4,978 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 32,075 shares; 2025Q1: 29,892 shares; 2025Q2: 31,791 shares; 2025Q3: 35,987 shares; 2025Q4: 36,708 shares; 2026Q1: 36,099 shares 36,099 $2.73M 0.03% -609 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: 61,224 shares; 2024Q4: 63,725 shares; 2025Q1: 34,477 shares; 2025Q2: 29,068 shares; 2025Q3: 38,254 shares; 2025Q4: 48,309 shares; 2026Q1: 56,748 shares 56,748 $2.73M 0.03% +8,439 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: not reported; 2025Q1: 54,846 shares; 2025Q2: 58,412 shares; 2025Q3: 59,771 shares; 2025Q4: 65,566 shares; 2026Q1: 75,999 shares 75,999 $2.72M 0.03% +10,433 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: 44,044 shares; 2024Q4: 49,153 shares; 2025Q1: 50,301 shares; 2025Q2: 54,048 shares; 2025Q3: 55,834 shares; 2025Q4: 52,147 shares; 2026Q1: 55,793 shares 55,793 $2.72M 0.03% +3,646 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: 9,169 shares; 2024Q4: 10,475 shares; 2025Q1: 10,131 shares; 2025Q2: 12,044 shares; 2025Q3: 12,197 shares; 2025Q4: 10,615 shares; 2026Q1: 10,432 shares 10,432 $2.72M 0.03% -183 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,289 shares; 2025Q4: 24,901 shares; 2026Q1: 35,401 shares 35,401 $2.7M 0.03% +10,500 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 10,999 shares; 2025Q1: 11,839 shares; 2025Q2: 12,912 shares; 2025Q3: 16,768 shares; 2025Q4: 14,689 shares; 2026Q1: 15,496 shares 15,496 $2.69M 0.03% +807 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: 10,793 shares; 2024Q4: 12,145 shares; 2025Q1: 14,813 shares; 2025Q2: 13,512 shares; 2025Q3: 15,554 shares; 2025Q4: 15,572 shares; 2026Q1: 16,575 shares 16,575 $2.68M 0.03% +1,003 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: 26,033 shares; 2024Q4: 28,203 shares; 2025Q1: 26,280 shares; 2025Q2: 26,566 shares; 2025Q3: 44,519 shares; 2025Q4: 45,858 shares; 2026Q1: 47,065 shares 47,065 $2.67M 0.03% +1,207 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: 29,926 shares; 2024Q4: 30,048 shares; 2025Q1: 27,575 shares; 2025Q2: 24,839 shares; 2025Q3: 25,612 shares; 2025Q4: 37,775 shares; 2026Q1: 32,491 shares 32,491 $2.66M 0.03% -5,284 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,444 shares; 2024Q4: 81,941 shares; 2025Q1: 85,272 shares; 2025Q2: 95,120 shares; 2025Q3: 83,389 shares; 2025Q4: 42,976 shares; 2026Q1: 51,477 shares 51,477 $2.65M 0.03% +8,501 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,035 shares; 2025Q1: 1,925 shares; 2025Q2: 2,574 shares; 2025Q3: 4,893 shares; 2025Q4: 4,827 shares; 2026Q1: 6,052 shares 6,052 $2.63M 0.03% +1,225 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,620 shares; 2024Q4: 80,413 shares; 2025Q1: 81,704 shares; 2025Q2: 91,505 shares; 2025Q3: 67,504 shares; 2025Q4: 64,759 shares; 2026Q1: 59,945 shares 59,945 $2.62M 0.03% -4,814 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,193 shares; 2025Q1: 54,780 shares; 2025Q2: 55,948 shares; 2025Q3: 56,771 shares; 2025Q4: 61,549 shares; 2026Q1: 66,607 shares 66,607 $2.62M 0.03% +5,058 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 15,592 shares; 2025Q1: 17,159 shares; 2025Q2: 17,725 shares; 2025Q3: 27,408 shares; 2025Q4: 39,049 shares; 2026Q1: 36,087 shares 36,087 $2.61M 0.03% -2,962 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: 3,786 shares; 2024Q4: 4,927 shares; 2025Q1: 5,202 shares; 2025Q2: 5,226 shares; 2025Q3: 5,194 shares; 2025Q4: 21,587 shares; 2026Q1: 24,875 shares 24,875 $2.6M 0.03% +3,288 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: 34,434 shares; 2024Q4: 39,974 shares; 2025Q1: 39,662 shares; 2025Q2: 40,456 shares; 2025Q3: 41,654 shares; 2025Q4: 47,848 shares; 2026Q1: 55,297 shares 55,297 $2.6M 0.03% +7,449 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: 4,457 shares; 2024Q4: 5,711 shares; 2025Q1: 2,782 shares; 2025Q2: 4,041 shares; 2025Q3: 4,564 shares; 2025Q4: 4,717 shares; 2026Q1: 4,800 shares 4,800 $2.58M 0.03% +83 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,539 shares; 2024Q4: 25,547 shares; 2025Q1: 28,196 shares; 2025Q2: 27,671 shares; 2025Q3: 27,681 shares; 2025Q4: 26,643 shares; 2026Q1: 25,337 shares 25,337 $2.54M 0.03% -1,306 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,578 shares; 2025Q1: 3,855 shares; 2025Q2: 3,422 shares; 2025Q3: 2,330 shares; 2025Q4: 3,213 shares; 2026Q1: 2,919 shares 2,919 $2.53M 0.03% -294 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 6,035 shares; 2025Q1: 6,672 shares; 2025Q2: 7,443 shares; 2025Q3: 7,753 shares; 2025Q4: 8,051 shares; 2026Q1: 8,622 shares 8,622 $2.52M 0.03% +571 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: 28,381 shares; 2024Q4: 36,920 shares; 2025Q1: 36,376 shares; 2025Q2: 36,567 shares; 2025Q3: 35,828 shares; 2025Q4: 35,109 shares; 2026Q1: 27,081 shares 27,081 $2.52M 0.03% -8,028 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 15,893 shares; 2025Q1: 15,695 shares; 2025Q2: 17,339 shares; 2025Q3: 12,548 shares; 2025Q4: 13,148 shares; 2026Q1: 13,387 shares 13,387 $2.5M 0.03% +239 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,349 shares; 2025Q1: 3,526 shares; 2025Q2: 3,375 shares; 2025Q3: 3,280 shares; 2025Q4: 5,088 shares; 2026Q1: 6,840 shares 6,840 $2.48M 0.03% +1,752 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,621 shares; 2025Q2: 3,099 shares; 2025Q3: 3,566 shares; 2025Q4: 4,113 shares; 2026Q1: 4,544 shares 4,544 $2.47M 0.03% +431 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 21,549 shares; 2025Q4: 25,588 shares; 2026Q1: 28,951 shares 28,951 $2.46M 0.03% +3,363 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: 8,782 shares; 2024Q4: 18,082 shares; 2025Q1: 25,575 shares; 2025Q2: 21,812 shares; 2025Q3: 32,833 shares; 2025Q4: 36,484 shares; 2026Q1: 24,479 shares 24,479 $2.42M 0.03% -12,005 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 15,338 shares; 2025Q1: 15,815 shares; 2025Q2: 16,339 shares; 2025Q3: 13,871 shares; 2025Q4: 16,212 shares; 2026Q1: 18,190 shares 18,190 $2.42M 0.03% +1,978 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 9,134 shares; 2025Q1: 34,073 shares; 2025Q2: 33,784 shares; 2025Q3: 34,392 shares; 2025Q4: 36,038 shares; 2026Q1: 48,949 shares 48,949 $2.42M 0.03% +12,911 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: 9,124 shares; 2024Q4: 9,931 shares; 2025Q1: 44,083 shares; 2025Q2: 59,818 shares; 2025Q3: 67,543 shares; 2025Q4: 86,927 shares; 2026Q1: 99,257 shares 99,257 $2.41M 0.03% +12,330 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 33,695 shares; 2025Q1: 34,145 shares; 2025Q2: 34,422 shares; 2025Q3: 32,665 shares; 2025Q4: 35,649 shares; 2026Q1: 33,599 shares 33,599 $2.4M 0.03% -2,050 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,722 shares; 2024Q4: 25,855 shares; 2025Q1: 15,822 shares; 2025Q2: 9,828 shares; 2025Q3: 10,157 shares; 2025Q4: 27,494 shares; 2026Q1: 50,058 shares 50,058 $2.39M 0.03% +22,564 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: 9,308 shares; 2024Q4: 11,425 shares; 2025Q1: 13,241 shares; 2025Q2: 12,584 shares; 2025Q3: 12,529 shares; 2025Q4: 17,521 shares; 2026Q1: 16,542 shares 16,542 $2.39M 0.03% -979 Timeline