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: 336,881 shares; 2024Q4: 283,858 shares; 2025Q1: 218,054 shares; 2025Q2: 218,012 shares; 2025Q3: 253,776 shares; 2025Q4: 311,859 shares; 2026Q1: 308,487 shares 308,487 $78.3M 3.72% -3,372 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: 37,076 shares; 2024Q4: 80,663 shares; 2025Q1: 55,858 shares; 2025Q2: 73,142 shares; 2025Q3: 78,372 shares; 2025Q4: 87,292 shares; 2026Q1: 82,956 shares 82,956 $53.9M 2.56% -4,336 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: 456,730 shares; 2024Q4: 355,211 shares; 2025Q1: 292,083 shares; 2025Q2: 270,605 shares; 2025Q3: 264,746 shares; 2025Q4: 309,110 shares; 2026Q1: 299,550 shares 299,550 $52.2M 2.48% -9,560 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: 40,575 shares; 2024Q4: 57,310 shares; 2025Q1: 47,047 shares; 2025Q2: 46,302 shares; 2025Q3: 55,125 shares; 2025Q4: 74,679 shares; 2026Q1: 83,624 shares 83,624 $48.3M 2.29% +8,945 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: 43,601 shares; 2024Q4: 38,288 shares; 2025Q1: 42,430 shares; 2025Q2: 50,049 shares; 2025Q3: 85,852 shares; 2025Q4: 198,219 shares; 2026Q1: 188,101 shares 188,101 $36.9M 1.75% -10,118 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: 120,980 shares; 2024Q4: 72,206 shares; 2025Q1: 64,823 shares; 2025Q2: 59,195 shares; 2025Q3: 70,992 shares; 2025Q4: 93,175 shares; 2026Q1: 96,356 shares 96,356 $35.7M 1.69% +3,181 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: 169,205 shares; 2024Q4: 103,229 shares; 2025Q1: 96,074 shares; 2025Q2: 103,437 shares; 2025Q3: 126,161 shares; 2025Q4: 154,472 shares; 2026Q1: 156,696 shares 156,696 $32.6M 1.55% +2,224 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: 18,854 shares; 2024Q4: 41,008 shares; 2025Q1: 39,638 shares; 2025Q2: 37,709 shares; 2025Q3: 44,402 shares; 2025Q4: 49,189 shares; 2026Q1: 49,086 shares 49,086 $29.3M 1.39% -103 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,581 shares; 2024Q4: 23,898 shares; 2025Q1: 24,356 shares; 2025Q2: 29,206 shares; 2025Q3: 32,420 shares; 2025Q4: 362,880 shares; 2026Q1: 355,476 shares 355,476 $27.2M 1.29% -7,404 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: 76,758 shares; 2024Q4: 54,632 shares; 2025Q1: 53,730 shares; 2025Q2: 56,405 shares; 2025Q3: 57,236 shares; 2025Q4: 79,640 shares; 2026Q1: 79,027 shares 79,027 $24.5M 1.16% -613 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: 136,132 shares; 2024Q4: 737,721 shares; 2025Q1: 751,204 shares; 2025Q2: 816,618 shares; 2025Q3: 1,060,720 shares; 2025Q4: 1,012,395 shares; 2026Q1: 835,595 shares 835,595 $24.3M 1.16% -176,800 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,828 shares; 2024Q4: 97,614 shares; 2025Q1: 101,494 shares; 2025Q2: 109,067 shares; 2025Q3: 109,634 shares; 2025Q4: 524,179 shares; 2026Q1: 517,962 shares 517,962 $23.6M 1.12% -6,217 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: 18,809 shares; 2024Q4: 33,328 shares; 2025Q1: 20,476 shares; 2025Q2: 22,245 shares; 2025Q3: 21,716 shares; 2025Q4: 59,183 shares; 2026Q1: 65,052 shares 65,052 $20.9M 0.99% +5,869 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: 83,015 shares; 2024Q4: 59,343 shares; 2025Q1: 59,832 shares; 2025Q2: 57,582 shares; 2025Q3: 61,123 shares; 2025Q4: 70,307 shares; 2026Q1: 71,966 shares 71,966 $20.7M 0.98% +1,659 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: 21,955 shares; 2024Q4: 29,348 shares; 2025Q1: 26,154 shares; 2025Q2: 25,171 shares; 2025Q3: 42,086 shares; 2025Q4: 91,128 shares; 2026Q1: 95,461 shares 95,461 $20.5M 0.97% +4,333 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: 22,351 shares; 2024Q4: 24,559 shares; 2025Q1: 22,121 shares; 2025Q2: 28,868 shares; 2025Q3: 32,006 shares; 2025Q4: 25,762 shares; 2026Q1: 27,772 shares 27,772 $18.1M 0.86% +2,010 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: 59,360 shares; 2024Q4: 32,074 shares; 2025Q1: 29,675 shares; 2025Q2: 29,999 shares; 2025Q3: 43,951 shares; 2025Q4: 61,254 shares; 2026Q1: 60,322 shares 60,322 $17.7M 0.84% -932 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: 93,836 shares; 2024Q4: 37,819 shares; 2025Q1: 34,616 shares; 2025Q2: 33,477 shares; 2025Q3: 45,966 shares; 2025Q4: 60,823 shares; 2026Q1: 61,495 shares 61,495 $17.6M 0.84% +672 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465,652 shares; 2026Q1: 387,536 shares 387,536 $15.6M 0.74% -78,116 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: 32,519 shares; 2024Q4: 22,741 shares; 2025Q1: 19,691 shares; 2025Q2: 18,750 shares; 2025Q3: 20,971 shares; 2025Q4: 26,655 shares; 2026Q1: 26,752 shares 26,752 $15.3M 0.73% +97 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: 23,339 shares; 2024Q4: 22,906 shares; 2025Q1: 20,280 shares; 2025Q2: 19,715 shares; 2025Q3: 22,202 shares; 2025Q4: 22,540 shares; 2026Q1: 21,351 shares 21,351 $15.1M 0.72% -1,189 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: 296,762 shares; 2024Q4: 285,067 shares; 2025Q1: 286,374 shares; 2025Q2: 282,255 shares; 2025Q3: 284,948 shares; 2025Q4: 283,835 shares; 2026Q1: 279,960 shares 279,960 $14.8M 0.7% -3,875 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: 33,847 shares; 2024Q4: 28,413 shares; 2025Q1: 28,215 shares; 2025Q2: 27,662 shares; 2025Q3: 29,052 shares; 2025Q4: 36,546 shares; 2026Q1: 36,865 shares 36,865 $13.7M 0.65% +319 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 3,788 shares; 2025Q1: 4,009 shares; 2025Q2: 5,536 shares; 2025Q3: 5,323 shares; 2025Q4: 11,909 shares; 2026Q1: 28,748 shares 28,748 $13.6M 0.65% +16,839 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: 82,311 shares; 2024Q4: 55,543 shares; 2025Q1: 49,502 shares; 2025Q2: 48,774 shares; 2025Q3: 65,683 shares; 2025Q4: 106,638 shares; 2026Q1: 107,360 shares 107,360 $13.3M 0.63% +722 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: 108,718 shares; 2024Q4: 106,788 shares; 2025Q1: 119,446 shares; 2025Q2: 125,158 shares; 2025Q3: 157,491 shares; 2025Q4: 232,715 shares; 2026Q1: 229,372 shares 229,372 $13M 0.62% -3,343 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: 27,181 shares; 2024Q4: 39,131 shares; 2025Q1: 47,641 shares; 2025Q2: 52,676 shares; 2025Q3: 59,211 shares; 2025Q4: 59,836 shares; 2026Q1: 88,063 shares 88,063 $12.9M 0.61% +28,227 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,054 shares; 2025Q4: 97,508 shares; 2026Q1: 97,493 shares 97,493 $12.3M 0.59% -15 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: 24,446 shares; 2024Q4: 18,705 shares; 2025Q1: 13,599 shares; 2025Q2: 16,126 shares; 2025Q3: 19,407 shares; 2025Q4: 24,693 shares; 2026Q1: 25,665 shares 25,665 $12.3M 0.58% +972 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: 96,754 shares; 2024Q4: 68,558 shares; 2025Q1: 63,004 shares; 2025Q2: 56,270 shares; 2025Q3: 282,121 shares; 2025Q4: 322,117 shares; 2026Q1: 399,685 shares 399,685 $12.3M 0.58% +77,568 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: 62,446 shares; 2024Q4: 74,987 shares; 2025Q1: 89,397 shares; 2025Q2: 88,447 shares; 2025Q3: 92,843 shares; 2025Q4: 204,496 shares; 2026Q1: 220,722 shares 220,722 $12.3M 0.58% +16,226 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: 9,203 shares; 2024Q4: 13,300 shares; 2025Q1: 26,754 shares; 2025Q2: 8,555 shares; 2025Q3: 14,323 shares; 2025Q4: 68,193 shares; 2026Q1: 117,777 shares 117,777 $11.9M 0.56% +49,584 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: 10,377 shares; 2024Q4: 29,204 shares; 2025Q1: 23,713 shares; 2025Q2: 23,447 shares; 2025Q3: 28,798 shares; 2025Q4: 33,977 shares; 2026Q1: 43,816 shares 43,816 $11.5M 0.54% +9,839 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: 73,439 shares; 2024Q4: 43,485 shares; 2025Q1: 36,580 shares; 2025Q2: 43,149 shares; 2025Q3: 51,822 shares; 2025Q4: 68,602 shares; 2026Q1: 67,364 shares 67,364 $11.4M 0.54% -1,238 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: 63,090 shares; 2024Q4: 63,466 shares; 2025Q1: 63,915 shares; 2025Q2: 62,571 shares; 2025Q3: 63,013 shares; 2025Q4: 283,081 shares; 2026Q1: 287,149 shares 287,149 $11M 0.52% +4,068 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: 53,281 shares; 2024Q4: 59,934 shares; 2025Q1: 55,248 shares; 2025Q2: 53,658 shares; 2025Q3: 56,875 shares; 2025Q4: 109,257 shares; 2026Q1: 109,355 shares 109,355 $10.9M 0.52% +98 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: 113,331 shares; 2024Q4: 91,277 shares; 2025Q1: 85,030 shares; 2025Q2: 83,648 shares; 2025Q3: 91,347 shares; 2025Q4: 112,961 shares; 2026Q1: 112,530 shares 112,530 $10.5M 0.5% -431 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: 92,508 shares; 2024Q4: 83,477 shares; 2025Q1: 78,525 shares; 2025Q2: 80,338 shares; 2025Q3: 181,066 shares; 2025Q4: 184,319 shares; 2026Q1: 208,061 shares 208,061 $10.3M 0.49% +23,742 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: 8,177 shares; 2024Q4: 6,359 shares; 2025Q1: 5,853 shares; 2025Q2: 5,691 shares; 2025Q3: 6,048 shares; 2025Q4: 8,241 shares; 2026Q1: 10,079 shares 10,079 $10M 0.48% +1,838 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: 54,045 shares; 2024Q4: 8,874 shares; 2025Q1: 10,857 shares; 2025Q2: 11,272 shares; 2025Q3: 53,273 shares; 2025Q4: 115,997 shares; 2026Q1: 157,920 shares 157,920 $9.67M 0.46% +41,923 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,471 shares; 2024Q4: 43,297 shares; 2025Q1: 29,598 shares; 2025Q2: 56,816 shares; 2025Q3: 58,710 shares; 2025Q4: 61,091 shares; 2026Q1: 62,958 shares 62,958 $9.53M 0.45% +1,867 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: 13,903 shares; 2024Q4: 19,137 shares; 2025Q1: 19,116 shares; 2025Q2: 15,187 shares; 2025Q3: 20,957 shares; 2025Q4: 22,824 shares; 2026Q1: 22,105 shares 22,105 $9.51M 0.45% -719 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: 18,953 shares; 2024Q4: 13,326 shares; 2025Q1: 12,690 shares; 2025Q2: 12,232 shares; 2025Q3: 17,776 shares; 2025Q4: 25,072 shares; 2026Q1: 26,362 shares 26,362 $9.43M 0.45% +1,290 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: 619,195 shares; 2024Q4: 735,195 shares; 2025Q1: 414,807 shares; 2025Q2: 812,847 shares; 2025Q3: 1,171,723 shares; 2025Q4: 1,040,215 shares; 2026Q1: 529,304 shares 529,304 $9.4M 0.45% -510,911 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 28,498 shares; 2025Q1: 28,498 shares; 2025Q2: 26,093 shares; 2025Q3: 27,484 shares; 2025Q4: 27,970 shares; 2026Q1: 27,808 shares 27,808 $8.95M 0.42% -162 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,259 shares 100,259 $8.82M 0.42% 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: 68,966 shares; 2024Q4: 94,420 shares; 2025Q1: 53,467 shares; 2025Q2: 55,795 shares; 2025Q3: 87,278 shares; 2025Q4: 89,642 shares; 2026Q1: 90,333 shares 90,333 $8.38M 0.4% +691 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: 136,288 shares; 2024Q4: 115,745 shares; 2025Q1: 11,479 shares; 2025Q2: 30,264 shares; 2025Q3: 118,460 shares; 2025Q4: 128,999 shares; 2026Q1: 181,298 shares 181,298 $8.27M 0.39% +52,299 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: 14,447 shares; 2024Q4: 15,368 shares; 2025Q1: 13,358 shares; 2025Q2: 39,233 shares; 2025Q3: 46,544 shares; 2025Q4: 46,578 shares; 2026Q1: 44,706 shares 44,706 $8.11M 0.38% -1,872 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: 16,554 shares; 2024Q4: 14,633 shares; 2025Q1: 9,243 shares; 2025Q2: 9,065 shares; 2025Q3: 14,517 shares; 2025Q4: 51,410 shares; 2026Q1: 54,752 shares 54,752 $8.11M 0.38% +3,342 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: 16,816 shares; 2024Q4: 11,013 shares; 2025Q1: 11,712 shares; 2025Q2: 13,323 shares; 2025Q3: 22,282 shares; 2025Q4: 22,641 shares; 2026Q1: 23,385 shares 23,385 $7.9M 0.37% +744 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: 37,072 shares; 2024Q4: 12,333 shares; 2025Q1: 12,912 shares; 2025Q2: 11,155 shares; 2025Q3: 25,172 shares; 2025Q4: 37,119 shares; 2026Q1: 36,009 shares 36,009 $7.83M 0.37% -1,110 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: 14,630 shares; 2024Q4: 8,757 shares; 2025Q1: 7,114 shares; 2025Q2: 6,483 shares; 2025Q3: 7,056 shares; 2025Q4: 8,267 shares; 2026Q1: 8,415 shares 8,415 $7.74M 0.37% +148 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: 36,378 shares; 2024Q4: 14,150 shares; 2025Q1: 12,091 shares; 2025Q2: 12,760 shares; 2025Q3: 19,518 shares; 2025Q4: 32,621 shares; 2026Q1: 30,809 shares 30,809 $7.53M 0.36% -1,812 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: 13,440 shares; 2024Q4: 12,358 shares; 2025Q1: 10,519 shares; 2025Q2: 11,573 shares; 2025Q3: 18,860 shares; 2025Q4: 24,413 shares; 2026Q1: 25,834 shares 25,834 $7.42M 0.35% +1,421 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,161 shares; 2024Q4: 87,227 shares; 2025Q1: 81,021 shares; 2025Q2: 78,967 shares; 2025Q3: 80,685 shares; 2025Q4: 85,277 shares; 2026Q1: 79,801 shares 79,801 $7.4M 0.35% -5,476 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: 17,407 shares; 2024Q4: 10,096 shares; 2025Q1: 9,236 shares; 2025Q2: 9,152 shares; 2025Q3: 12,128 shares; 2025Q4: 22,378 shares; 2026Q1: 22,459 shares 22,459 $7.39M 0.35% +81 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: 2,352 shares; 2024Q4: 18,824 shares; 2025Q1: 16,372 shares; 2025Q2: 17,046 shares; 2025Q3: 16,997 shares; 2025Q4: 15,508 shares; 2026Q1: 15,930 shares 15,930 $7.38M 0.35% +422 Timeline SSO 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: 10,891 shares; 2024Q4: 72,247 shares; 2025Q1: 7,794 shares; 2025Q2: 120,914 shares; 2025Q3: 132,858 shares; 2025Q4: 266,574 shares; 2026Q1: 137,447 shares 137,447 $7.13M 0.34% -129,127 Timeline FTLS 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: 40,900 shares; 2024Q4: 46,548 shares; 2025Q1: 62,829 shares; 2025Q2: 67,929 shares; 2025Q3: 113,163 shares; 2025Q4: 116,963 shares; 2026Q1: 101,043 shares 101,043 $7.11M 0.34% -15,920 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: 9,393 shares; 2024Q4: 9,277 shares; 2025Q1: 8,992 shares; 2025Q2: 9,447 shares; 2025Q3: 8,269 shares; 2025Q4: 8,436 shares; 2026Q1: 7,913 shares 7,913 $7.08M 0.34% -523 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: 34,224 shares; 2024Q4: 64,062 shares; 2025Q1: 69,344 shares; 2025Q2: 73,551 shares; 2025Q3: 86,530 shares; 2025Q4: 100,243 shares; 2026Q1: 109,282 shares 109,282 $7M 0.33% +9,039 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: 61,076 shares; 2024Q4: 22,480 shares; 2025Q1: 22,346 shares; 2025Q2: 23,596 shares; 2025Q3: 52,556 shares; 2025Q4: 73,709 shares; 2026Q1: 71,755 shares 71,755 $6.93M 0.33% -1,954 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: 39,137 shares; 2024Q4: 24,739 shares; 2025Q1: 20,408 shares; 2025Q2: 22,063 shares; 2025Q3: 28,671 shares; 2025Q4: 29,571 shares; 2026Q1: 32,948 shares 32,948 $6.82M 0.32% +3,377 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: 48,286 shares; 2024Q4: 33,068 shares; 2025Q1: 31,975 shares; 2025Q2: 45,674 shares; 2025Q3: 71,575 shares; 2025Q4: 88,074 shares; 2026Q1: 96,710 shares 96,710 $6.79M 0.32% +8,636 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: 60,059 shares; 2024Q4: 25,718 shares; 2025Q1: 29,158 shares; 2025Q2: 30,144 shares; 2025Q3: 56,092 shares; 2025Q4: 63,831 shares; 2026Q1: 73,635 shares 73,635 $6.75M 0.32% +9,804 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: 105,968 shares; 2024Q4: 81,609 shares; 2025Q1: 84,215 shares; 2025Q2: 90,931 shares; 2025Q3: 89,873 shares; 2025Q4: 113,665 shares; 2026Q1: 111,984 shares 111,984 $6.61M 0.31% -1,681 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: 50,270 shares; 2024Q4: 38,639 shares; 2025Q1: 34,518 shares; 2025Q2: 32,504 shares; 2025Q3: 33,272 shares; 2025Q4: 33,769 shares; 2026Q1: 33,856 shares 33,856 $6.53M 0.31% +87 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: 5,343 shares; 2024Q4: 8,137 shares; 2025Q1: 8,072 shares; 2025Q2: 8,489 shares; 2025Q3: 11,329 shares; 2025Q4: 13,539 shares; 2026Q1: 14,941 shares 14,941 $6.53M 0.31% +1,402 Timeline SNTH 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: 49,335 shares; 2025Q3: 83,567 shares; 2025Q4: 166,415 shares; 2026Q1: 245,131 shares 245,131 $6.43M 0.31% +78,716 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: 9,347 shares; 2024Q4: 4,391 shares; 2025Q1: 4,502 shares; 2025Q2: 4,437 shares; 2025Q3: 4,689 shares; 2025Q4: 66,226 shares; 2026Q1: 65,869 shares 65,869 $6.33M 0.3% -357 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: 24,077 shares; 2024Q4: 45,618 shares; 2025Q1: 46,120 shares; 2025Q2: 44,221 shares; 2025Q3: 63,252 shares; 2025Q4: 60,456 shares; 2026Q1: 55,082 shares 55,082 $6.33M 0.3% -5,374 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: 19,380 shares; 2024Q4: 38,302 shares; 2025Q1: 19,542 shares; 2025Q2: 19,047 shares; 2025Q3: 19,427 shares; 2025Q4: 28,504 shares; 2026Q1: 26,209 shares 26,209 $6.29M 0.3% -2,295 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: 30,693 shares; 2024Q4: 39,689 shares; 2025Q1: 28,310 shares; 2025Q2: 29,469 shares; 2025Q3: 34,196 shares; 2025Q4: 42,277 shares; 2026Q1: 42,626 shares 42,626 $6.22M 0.3% +349 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: 49,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,314 shares; 2025Q4: 68,605 shares; 2026Q1: 70,172 shares 70,172 $6.16M 0.29% +1,567 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: 12,278 shares; 2024Q4: 3,973 shares; 2025Q1: 5,360 shares; 2025Q2: 5,721 shares; 2025Q3: 18,136 shares; 2025Q4: 19,468 shares; 2026Q1: 20,314 shares 20,314 $6.07M 0.29% +846 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: 86,105 shares; 2024Q4: 51,280 shares; 2025Q1: 46,911 shares; 2025Q2: 48,046 shares; 2025Q3: 54,564 shares; 2025Q4: 78,393 shares; 2026Q1: 79,722 shares 79,722 $6.06M 0.29% +1,329 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: 11,612 shares; 2024Q4: 4,452 shares; 2025Q1: 4,398 shares; 2025Q2: 6,489 shares; 2025Q3: 7,171 shares; 2025Q4: 7,530 shares; 2026Q1: 6,921 shares 6,921 $5.86M 0.28% -609 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,170 shares; 2024Q4: 46,921 shares; 2025Q1: 10,745 shares; 2025Q2: 29,478 shares; 2025Q3: 106,346 shares; 2025Q4: 116,809 shares; 2026Q1: 126,169 shares 126,169 $5.81M 0.28% +9,360 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: 101,188 shares; 2024Q4: 99,447 shares; 2025Q1: 100,602 shares; 2025Q2: 102,738 shares; 2025Q3: 104,580 shares; 2025Q4: 138,763 shares; 2026Q1: 151,252 shares 151,252 $5.81M 0.28% +12,489 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: 9,907 shares; 2024Q4: 10,545 shares; 2025Q1: 13,443 shares; 2025Q2: 16,150 shares; 2025Q3: 12,461 shares; 2025Q4: 16,298 shares; 2026Q1: 17,046 shares 17,046 $5.76M 0.27% +748 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: 13,701 shares; 2024Q4: 7,823 shares; 2025Q1: 5,528 shares; 2025Q2: 5,770 shares; 2025Q3: 10,564 shares; 2025Q4: 14,813 shares; 2026Q1: 13,380 shares 13,380 $5.71M 0.27% -1,433 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: 22,896 shares; 2024Q4: 51,823 shares; 2025Q1: 52,216 shares; 2025Q2: 57,506 shares; 2025Q3: 64,890 shares; 2025Q4: 76,600 shares; 2026Q1: 82,955 shares 82,955 $5.66M 0.27% +6,355 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: 16,835 shares; 2024Q4: 15,165 shares; 2025Q1: 18,644 shares; 2025Q2: 22,500 shares; 2025Q3: 35,187 shares; 2025Q4: 37,118 shares; 2026Q1: 44,191 shares 44,191 $5.66M 0.27% +7,073 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: 47,343 shares; 2024Q4: 89,040 shares; 2025Q1: 47,179 shares; 2025Q2: 44,950 shares; 2025Q3: 45,797 shares; 2025Q4: 46,453 shares; 2026Q1: 45,548 shares 45,548 $5.51M 0.26% -905 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: 15,496 shares; 2024Q4: 17,235 shares; 2025Q1: 17,478 shares; 2025Q2: 17,388 shares; 2025Q3: 18,988 shares; 2025Q4: 22,509 shares; 2026Q1: 22,483 shares 22,483 $5.45M 0.26% -26 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,549 shares; 2025Q2: 15,089 shares; 2025Q3: 52,715 shares; 2025Q4: 55,150 shares; 2026Q1: 40,699 shares 40,699 $5.42M 0.26% -14,451 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: 30,424 shares; 2024Q4: 15,712 shares; 2025Q1: 14,739 shares; 2025Q2: 14,744 shares; 2025Q3: 14,548 shares; 2025Q4: 17,730 shares; 2026Q1: 17,924 shares 17,924 $5.42M 0.26% +194 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: 16,159 shares; 2024Q4: 11,911 shares; 2025Q1: 7,518 shares; 2025Q2: 8,860 shares; 2025Q3: 14,073 shares; 2025Q4: 14,375 shares; 2026Q1: 7,655 shares 7,655 $5.34M 0.25% -6,720 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,130 shares; 2025Q3: 66,952 shares; 2025Q4: 84,272 shares; 2026Q1: 220,925 shares 220,925 $5.27M 0.25% +136,653 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: 110,015 shares; 2024Q4: 84,771 shares; 2025Q1: 79,809 shares; 2025Q2: 78,819 shares; 2025Q3: 91,586 shares; 2025Q4: 111,956 shares; 2026Q1: 107,193 shares 107,193 $5.23M 0.25% -4,763 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: 9,733 shares; 2024Q4: 10,023 shares; 2025Q1: 8,129 shares; 2025Q2: 8,275 shares; 2025Q3: 7,850 shares; 2025Q4: 8,097 shares; 2026Q1: 8,559 shares 8,559 $5.17M 0.25% +462 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: 2,616 shares; 2025Q3: 24,880 shares; 2025Q4: 25,800 shares; 2026Q1: 31,310 shares 31,310 $5.12M 0.24% +5,510 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: 44,400 shares; 2024Q4: 53,838 shares; 2025Q1: 35,431 shares; 2025Q2: 37,614 shares; 2025Q3: 41,017 shares; 2025Q4: 42,750 shares; 2026Q1: 40,996 shares 40,996 $5.12M 0.24% -1,754 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,551 shares; 2026Q1: 120,178 shares 120,178 $5.11M 0.24% +41,627 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: 20,074 shares; 2024Q4: 21,948 shares; 2025Q1: 19,552 shares; 2025Q2: 20,383 shares; 2025Q3: 21,085 shares; 2025Q4: 22,464 shares; 2026Q1: 25,366 shares 25,366 $5.05M 0.24% +2,902 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,031 shares; 2024Q4: 32,387 shares; 2025Q1: 32,189 shares; 2025Q2: 33,302 shares; 2025Q3: 31,397 shares; 2025Q4: 31,749 shares; 2026Q1: 24,718 shares 24,718 $5.03M 0.24% -7,031 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: 80,404 shares; 2024Q4: 64,634 shares; 2025Q1: 58,312 shares; 2025Q2: 53,354 shares; 2025Q3: 62,160 shares; 2025Q4: 92,670 shares; 2026Q1: 99,240 shares 99,240 $4.98M 0.24% +6,570 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: 6,106 shares; 2024Q4: 5,015 shares; 2025Q1: 5,245 shares; 2025Q2: 6,120 shares; 2025Q3: 10,908 shares; 2025Q4: 10,600 shares; 2026Q1: 16,412 shares 16,412 $4.96M 0.24% +5,812 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,444 shares; 2025Q1: 4,908 shares; 2025Q2: 5,034 shares; 2025Q3: 9,082 shares; 2025Q4: 17,284 shares; 2026Q1: 44,357 shares 44,357 $4.91M 0.23% +27,073 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: 16,289 shares; 2024Q4: 14,299 shares; 2025Q1: 13,546 shares; 2025Q2: 13,342 shares; 2025Q3: 12,738 shares; 2025Q4: 16,837 shares; 2026Q1: 16,584 shares 16,584 $4.82M 0.23% -253 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,505 shares 80,505 $4.81M 0.23% new 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: 11,636 shares; 2024Q4: 13,880 shares; 2025Q1: 11,190 shares; 2025Q2: 11,832 shares; 2025Q3: 11,713 shares; 2025Q4: 12,247 shares; 2026Q1: 12,491 shares 12,491 $4.79M 0.23% +244 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: 25,666 shares; 2024Q4: 28,894 shares; 2025Q1: 28,334 shares; 2025Q2: 30,204 shares; 2025Q3: 39,806 shares; 2025Q4: 35,008 shares; 2026Q1: 42,691 shares 42,691 $4.75M 0.23% +7,683 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,665 shares; 2024Q4: 4,072 shares; 2025Q1: 2,877 shares; 2025Q2: 2,930 shares; 2025Q3: 24,480 shares; 2025Q4: 25,035 shares; 2026Q1: 31,569 shares 31,569 $4.66M 0.22% +6,534 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: 4,603 shares; 2024Q4: 6,139 shares; 2025Q1: 6,465 shares; 2025Q2: 6,735 shares; 2025Q3: 7,129 shares; 2025Q4: 55,420 shares; 2026Q1: 59,657 shares 59,657 $4.6M 0.22% +4,237 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: 40,813 shares; 2024Q4: 21,996 shares; 2025Q1: 21,223 shares; 2025Q2: 24,454 shares; 2025Q3: 28,746 shares; 2025Q4: 32,065 shares; 2026Q1: 31,786 shares 31,786 $4.59M 0.22% -279 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: 19,506 shares; 2024Q4: 18,919 shares; 2025Q1: 19,018 shares; 2025Q2: 17,043 shares; 2025Q3: 18,849 shares; 2025Q4: 29,520 shares; 2026Q1: 30,897 shares 30,897 $4.55M 0.22% +1,377 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,755 shares; 2025Q2: 44,891 shares; 2025Q3: 40,363 shares; 2025Q4: 14,446 shares; 2026Q1: 65,732 shares 65,732 $4.54M 0.22% +51,286 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,599 shares; 2024Q4: 20,338 shares; 2025Q1: 20,434 shares; 2025Q2: 20,210 shares; 2025Q3: 23,197 shares; 2025Q4: 34,134 shares; 2026Q1: 34,522 shares 34,522 $4.52M 0.21% +388 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: 29,622 shares; 2024Q4: 60,232 shares; 2025Q1: 53,614 shares; 2025Q2: 53,763 shares; 2025Q3: 51,498 shares; 2025Q4: 50,932 shares; 2026Q1: 50,550 shares 50,550 $4.52M 0.21% -382 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: 31,763 shares; 2024Q4: 26,941 shares; 2025Q1: 25,103 shares; 2025Q2: 24,770 shares; 2025Q3: 22,911 shares; 2025Q4: 23,634 shares; 2026Q1: 23,016 shares 23,016 $4.47M 0.21% -618 Timeline SCHM 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: 24,458 shares; 2024Q4: 78,140 shares; 2025Q1: 79,477 shares; 2025Q2: 86,193 shares; 2025Q3: 89,737 shares; 2025Q4: 145,529 shares; 2026Q1: 142,402 shares 142,402 $4.41M 0.21% -3,127 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: 59,946 shares; 2024Q4: 42,735 shares; 2025Q1: 39,908 shares; 2025Q2: 34,975 shares; 2025Q3: 48,723 shares; 2025Q4: 58,783 shares; 2026Q1: 56,687 shares 56,687 $4.4M 0.21% -2,096 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: 10,866 shares; 2024Q4: 8,685 shares; 2025Q1: 6,247 shares; 2025Q2: 6,449 shares; 2025Q3: 9,698 shares; 2025Q4: 14,198 shares; 2026Q1: 13,856 shares 13,856 $4.31M 0.2% -342 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: 12,438 shares; 2024Q4: 12,358 shares; 2025Q1: 11,353 shares; 2025Q2: 11,098 shares; 2025Q3: 11,106 shares; 2025Q4: 12,246 shares; 2026Q1: 12,505 shares 12,505 $4.29M 0.2% +259 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: 15,711 shares; 2024Q4: 15,763 shares; 2025Q1: 8,858 shares; 2025Q2: 12,092 shares; 2025Q3: 15,290 shares; 2025Q4: 39,240 shares; 2026Q1: 40,062 shares 40,062 $4.25M 0.2% +822 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: 8,651 shares; 2024Q4: 2,242 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,260 shares; 2025Q4: 12,028 shares; 2026Q1: 13,285 shares 13,285 $4.23M 0.2% +1,257 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: 37,532 shares; 2024Q4: 64,017 shares; 2025Q1: 50,074 shares; 2025Q2: 58,154 shares; 2025Q3: 72,590 shares; 2025Q4: 68,904 shares; 2026Q1: 62,439 shares 62,439 $4.22M 0.2% -6,465 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: 12,939 shares; 2024Q4: 11,992 shares; 2025Q1: 11,339 shares; 2025Q2: 10,666 shares; 2025Q3: 10,118 shares; 2025Q4: 10,385 shares; 2026Q1: 10,029 shares 10,029 $4.18M 0.2% -356 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: 11,723 shares; 2024Q4: 19,268 shares; 2025Q1: 31,138 shares; 2025Q2: 33,738 shares; 2025Q3: 68,111 shares; 2025Q4: 70,467 shares; 2026Q1: 66,430 shares 66,430 $4.16M 0.2% -4,037 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,638 shares; 2025Q1: 122,357 shares; 2025Q2: 128,255 shares; 2025Q3: 133,821 shares; 2025Q4: 133,246 shares; 2026Q1: 136,341 shares 136,341 $4.16M 0.2% +3,095 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: 10,038 shares; 2024Q4: 14,398 shares; 2025Q1: 13,404 shares; 2025Q2: 14,079 shares; 2025Q3: 13,556 shares; 2025Q4: 30,234 shares; 2026Q1: 31,119 shares 31,119 $4.14M 0.2% +885 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: 8,934 shares; 2024Q4: 2,482 shares; 2025Q1: 3,359 shares; 2025Q2: 3,733 shares; 2025Q3: 4,109 shares; 2025Q4: 5,175 shares; 2026Q1: 4,681 shares 4,681 $4.09M 0.19% -494 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: 33,684 shares; 2024Q4: 23,721 shares; 2025Q1: 22,847 shares; 2025Q2: 27,356 shares; 2025Q3: 48,002 shares; 2025Q4: 54,925 shares; 2026Q1: 54,201 shares 54,201 $4.07M 0.19% -724 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 47,818 shares; 2025Q1: 47,805 shares; 2025Q2: 48,213 shares; 2025Q3: 50,894 shares; 2025Q4: 50,926 shares; 2026Q1: 51,612 shares 51,612 $4.07M 0.19% +686 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 10,942 shares; 2025Q1: 14,394 shares; 2025Q2: 27,545 shares; 2025Q3: 41,341 shares; 2025Q4: 50,946 shares; 2026Q1: 34,646 shares 34,646 $3.88M 0.18% -16,300 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,117 shares; 2024Q4: 65,178 shares; 2025Q1: 40,463 shares; 2025Q2: 41,304 shares; 2025Q3: 147,303 shares; 2025Q4: 150,799 shares; 2026Q1: 65,440 shares 65,440 $3.87M 0.18% -85,359 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,056 shares 17,056 $3.84M 0.18% new 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: 16,299 shares; 2024Q4: 5,854 shares; 2025Q1: 6,282 shares; 2025Q2: 6,443 shares; 2025Q3: 9,366 shares; 2025Q4: 9,872 shares; 2026Q1: 11,244 shares 11,244 $3.84M 0.18% +1,372 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,906 shares; 2024Q4: 30,388 shares; 2025Q1: 27,186 shares; 2025Q2: 23,635 shares; 2025Q3: 28,897 shares; 2025Q4: 31,963 shares; 2026Q1: 31,173 shares 31,173 $3.75M 0.18% -790 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: 18,578 shares; 2024Q4: 26,578 shares; 2025Q1: 20,101 shares; 2025Q2: 17,866 shares; 2025Q3: 21,366 shares; 2025Q4: 30,140 shares; 2026Q1: 30,136 shares 30,136 $3.75M 0.18% -4 Timeline BOTZ 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: 17,050 shares; 2025Q1: 45,794 shares; 2025Q2: 49,505 shares; 2025Q3: 169,675 shares; 2025Q4: 172,988 shares; 2026Q1: 112,218 shares 112,218 $3.73M 0.18% -60,770 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: 5,785 shares; 2024Q4: 13,745 shares; 2025Q1: 13,181 shares; 2025Q2: 12,537 shares; 2025Q3: 13,737 shares; 2025Q4: 12,529 shares; 2026Q1: 12,941 shares 12,941 $3.67M 0.17% +412 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: 18,214 shares; 2024Q4: 22,181 shares; 2025Q1: 14,729 shares; 2025Q2: 14,593 shares; 2025Q3: 15,635 shares; 2025Q4: 16,388 shares; 2026Q1: 16,178 shares 16,178 $3.66M 0.17% -210 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: 42,782 shares; 2024Q4: 35,259 shares; 2025Q1: 30,731 shares; 2025Q2: 30,491 shares; 2025Q3: 27,656 shares; 2025Q4: 27,415 shares; 2026Q1: 27,502 shares 27,502 $3.64M 0.17% +87 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: 11,903 shares; 2024Q4: 27,351 shares; 2025Q1: 16,843 shares; 2025Q2: 19,180 shares; 2025Q3: 18,815 shares; 2025Q4: 38,349 shares; 2026Q1: 36,948 shares 36,948 $3.62M 0.17% -1,401 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.17% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,340 shares; 2024Q4: 94,463 shares; 2025Q1: 95,500 shares; 2025Q2: 91,508 shares; 2025Q3: 91,508 shares; 2025Q4: 91,965 shares; 2026Q1: 105,578 shares 105,578 $3.59M 0.17% +13,613 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,441 shares; 2025Q1: 30,935 shares; 2025Q2: 32,965 shares; 2025Q3: 33,712 shares; 2025Q4: 33,303 shares; 2026Q1: 37,118 shares 37,118 $3.59M 0.17% +3,815 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 24,287 shares; 2025Q1: 12,310 shares; 2025Q2: 12,817 shares; 2025Q3: 12,853 shares; 2025Q4: 25,868 shares; 2026Q1: 25,770 shares 25,770 $3.56M 0.17% -98 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,714 shares; 2024Q4: 288,112 shares; 2025Q1: 254,744 shares; 2025Q2: 296,454 shares; 2025Q3: 231,350 shares; 2025Q4: 234,335 shares; 2026Q1: 241,039 shares 241,039 $3.55M 0.17% +6,704 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: 15,311 shares; 2024Q4: 17,612 shares; 2025Q1: 21,084 shares; 2025Q2: 21,258 shares; 2025Q3: 24,378 shares; 2025Q4: 41,924 shares; 2026Q1: 31,400 shares 31,400 $3.55M 0.17% -10,524 Timeline LEGR 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: 59,414 shares; 2025Q4: 60,934 shares; 2026Q1: 61,476 shares 61,476 $3.55M 0.17% +542 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: 10,212 shares; 2024Q4: 5,823 shares; 2025Q1: 5,624 shares; 2025Q2: 5,552 shares; 2025Q3: 6,543 shares; 2025Q4: 7,425 shares; 2026Q1: 7,104 shares 7,104 $3.55M 0.17% -321 Timeline FXH 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: 35,989 shares; 2024Q4: 5,752 shares; 2025Q1: 5,622 shares; 2025Q2: 2,442 shares; 2025Q3: 18,957 shares; 2025Q4: 20,797 shares; 2026Q1: 32,164 shares 32,164 $3.53M 0.17% +11,367 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 31,601 shares; 2025Q1: 32,214 shares; 2025Q2: 33,915 shares; 2025Q3: 34,114 shares; 2025Q4: 33,538 shares; 2026Q1: 36,584 shares 36,584 $3.51M 0.17% +3,046 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: 22,037 shares; 2024Q4: 19,196 shares; 2025Q1: 17,956 shares; 2025Q2: 13,130 shares; 2025Q3: 7,566 shares; 2025Q4: 103,881 shares; 2026Q1: 101,565 shares 101,565 $3.39M 0.16% -2,316 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,812 shares 129,812 $3.37M 0.16% new 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: 11,192 shares; 2024Q4: 9,518 shares; 2025Q1: 6,391 shares; 2025Q2: 7,399 shares; 2025Q3: 24,629 shares; 2025Q4: 48,463 shares; 2026Q1: 30,826 shares 30,826 $3.36M 0.16% -17,637 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: 1,776 shares; 2024Q4: 906 shares; 2025Q1: 935 shares; 2025Q2: 930 shares; 2025Q3: 1,966 shares; 2025Q4: 8,753 shares; 2026Q1: 7,717 shares 7,717 $3.35M 0.16% -1,036 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,183 shares 5,183 $3.29M 0.16% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,371 shares; 2025Q3: 11,308 shares; 2025Q4: 37,425 shares; 2026Q1: 65,233 shares 65,233 $3.28M 0.16% +27,808 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: 5,887 shares; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 4,661 shares; 2025Q4: 11,190 shares; 2026Q1: 10,945 shares 10,945 $3.23M 0.15% -245 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 80,338 shares; 2025Q1: 77,387 shares; 2025Q2: 67,999 shares; 2025Q3: 74,354 shares; 2025Q4: 72,335 shares; 2026Q1: 64,929 shares 64,929 $3.21M 0.15% -7,406 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: 19,651 shares; 2024Q4: 18,899 shares; 2025Q1: 21,112 shares; 2025Q2: 24,231 shares; 2025Q3: 42,767 shares; 2025Q4: 45,521 shares; 2026Q1: 64,826 shares 64,826 $3.17M 0.15% +19,305 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: 7,640 shares; 2024Q4: 4,660 shares; 2025Q1: 3,736 shares; 2025Q2: 2,639 shares; 2025Q3: 4,473 shares; 2025Q4: 13,067 shares; 2026Q1: 12,918 shares 12,918 $3.15M 0.15% -149 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 29,889 shares; 2025Q1: 39,204 shares; 2025Q2: 48,589 shares; 2025Q3: 46,618 shares; 2025Q4: 49,438 shares; 2026Q1: 58,897 shares 58,897 $3.13M 0.15% +9,459 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,404 shares 137,404 $3.13M 0.15% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,896 shares; 2024Q4: 7,421 shares; 2025Q1: 11,192 shares; 2025Q2: 9,740 shares; 2025Q3: 21,046 shares; 2025Q4: 16,273 shares; 2026Q1: 13,740 shares 13,740 $3.09M 0.15% -2,533 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 7,947 shares; 2025Q1: 7,151 shares; 2025Q2: 7,664 shares; 2025Q3: 9,401 shares; 2025Q4: 11,393 shares; 2026Q1: 10,830 shares 10,830 $3.07M 0.15% -563 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,714 shares; 2024Q4: 6,591 shares; 2025Q1: 8,067 shares; 2025Q2: 8,510 shares; 2025Q3: 88,867 shares; 2025Q4: 90,399 shares; 2026Q1: 44,871 shares 44,871 $3.06M 0.15% -45,528 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 111,296 shares 111,296 $3.05M 0.14% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,152 shares 22,152 $3M 0.14% new 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: 6,786 shares; 2024Q4: 10,915 shares; 2025Q1: 8,734 shares; 2025Q2: 11,147 shares; 2025Q3: 13,833 shares; 2025Q4: 15,536 shares; 2026Q1: 12,544 shares 12,544 $2.98M 0.14% -2,992 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: 4,916 shares; 2024Q4: 5,272 shares; 2025Q1: 4,447 shares; 2025Q2: 4,500 shares; 2025Q3: 4,502 shares; 2025Q4: 4,667 shares; 2026Q1: 35,906 shares 35,906 $2.97M 0.14% +31,239 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,766 shares; 2024Q4: 31,221 shares; 2025Q1: 32,183 shares; 2025Q2: 35,891 shares; 2025Q3: 38,381 shares; 2025Q4: 56,764 shares; 2026Q1: 61,307 shares 61,307 $2.95M 0.14% +4,543 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,471 shares; 2024Q4: 59,701 shares; 2025Q1: 60,416 shares; 2025Q2: 67,092 shares; 2025Q3: 86,378 shares; 2025Q4: 93,854 shares; 2026Q1: 62,838 shares 62,838 $2.95M 0.14% -31,016 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,596 shares; 2025Q2: 44,576 shares; 2025Q3: 91,661 shares; 2025Q4: 92,979 shares; 2026Q1: 116,541 shares 116,541 $2.94M 0.14% +23,562 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: 3,978 shares; 2024Q4: 3,624 shares; 2025Q1: 6,998 shares; 2025Q2: 9,961 shares; 2025Q3: 12,628 shares; 2025Q4: 12,881 shares; 2026Q1: 15,292 shares 15,292 $2.93M 0.14% +2,411 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 10,784 shares; 2025Q1: 8,675 shares; 2025Q2: 9,764 shares; 2025Q3: 11,196 shares; 2025Q4: 27,010 shares; 2026Q1: 26,609 shares 26,609 $2.92M 0.14% -401 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,005 shares; 2024Q4: 70,138 shares; 2025Q1: 72,346 shares; 2025Q2: 68,325 shares; 2025Q3: 69,246 shares; 2025Q4: 69,475 shares; 2026Q1: 82,315 shares 82,315 $2.88M 0.14% +12,840 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,265 shares; 2025Q1: 5,753 shares; 2025Q2: 5,243 shares; 2025Q3: 25,941 shares; 2025Q4: 26,819 shares; 2026Q1: 26,312 shares 26,312 $2.88M 0.14% -507 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,731 shares 77,731 $2.87M 0.14% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,393 shares 33,393 $2.86M 0.14% new 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: not reported; 2024Q4: 11,371 shares; 2025Q1: 21,477 shares; 2025Q2: 26,912 shares; 2025Q3: 23,408 shares; 2025Q4: 42,395 shares; 2026Q1: 55,858 shares 55,858 $2.84M 0.13% +13,463 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: 9,453 shares; 2024Q4: 13,053 shares; 2025Q1: 10,500 shares; 2025Q2: 9,466 shares; 2025Q3: 10,298 shares; 2025Q4: 12,267 shares; 2026Q1: 11,417 shares 11,417 $2.83M 0.13% -850 Timeline MNA 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: 71,406 shares; 2024Q4: 52,923 shares; 2025Q1: 45,565 shares; 2025Q2: 62,823 shares; 2025Q3: 108,615 shares; 2025Q4: 111,993 shares; 2026Q1: 77,133 shares 77,133 $2.8M 0.13% -34,860 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: 26,648 shares; 2024Q4: 27,467 shares; 2025Q1: 22,800 shares; 2025Q2: 23,736 shares; 2025Q3: 24,366 shares; 2025Q4: 23,657 shares; 2026Q1: 21,560 shares 21,560 $2.78M 0.13% -2,097 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,800 shares; 2025Q3: 1,816 shares; 2025Q4: 3,552 shares; 2026Q1: 7,443 shares 7,443 $2.73M 0.13% +3,891 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,780 shares 49,780 $2.67M 0.13% new 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: 17,784 shares; 2024Q4: 6,960 shares; 2025Q1: 4,414 shares; 2025Q2: 3,779 shares; 2025Q3: 4,386 shares; 2025Q4: 15,668 shares; 2026Q1: 20,214 shares 20,214 $2.67M 0.13% +4,546 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: 14,037 shares; 2024Q4: 28,792 shares; 2025Q1: 22,126 shares; 2025Q2: 20,299 shares; 2025Q3: 20,969 shares; 2025Q4: 26,780 shares; 2026Q1: 25,055 shares 25,055 $2.66M 0.13% -1,725 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 1,628 shares; 2025Q1: 1,227 shares; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 8,295 shares; 2026Q1: 8,074 shares 8,074 $2.63M 0.12% -221 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,077 shares; 2025Q1: 23,148 shares; 2025Q2: 22,200 shares; 2025Q3: 24,331 shares; 2025Q4: 24,028 shares; 2026Q1: 29,620 shares 29,620 $2.61M 0.12% +5,592 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: 13,864 shares; 2024Q4: 7,881 shares; 2025Q1: 7,674 shares; 2025Q2: 10,000 shares; 2025Q3: 9,390 shares; 2025Q4: 10,862 shares; 2026Q1: 11,341 shares 11,341 $2.61M 0.12% +479 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: 4,564 shares; 2024Q4: 8,578 shares; 2025Q1: 6,684 shares; 2025Q2: 9,462 shares; 2025Q3: 6,614 shares; 2025Q4: 6,240 shares; 2026Q1: 6,646 shares 6,646 $2.6M 0.12% +406 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: 2,577 shares; 2024Q4: 3,967 shares; 2025Q1: 5,468 shares; 2025Q2: 5,733 shares; 2025Q3: 9,956 shares; 2025Q4: 13,193 shares; 2026Q1: 13,977 shares 13,977 $2.58M 0.12% +784 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: 5,320 shares; 2024Q4: 17,444 shares; 2025Q1: 18,090 shares; 2025Q2: 17,963 shares; 2025Q3: 21,525 shares; 2025Q4: 24,985 shares; 2026Q1: 26,094 shares 26,094 $2.57M 0.12% +1,109 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: 22,339 shares; 2024Q4: 22,095 shares; 2025Q1: 9,868 shares; 2025Q2: 10,460 shares; 2025Q3: 22,731 shares; 2025Q4: 37,840 shares; 2026Q1: 39,741 shares 39,741 $2.56M 0.12% +1,901 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,582 shares; 2024Q4: 25,865 shares; 2025Q1: 24,242 shares; 2025Q2: 23,778 shares; 2025Q3: 22,047 shares; 2025Q4: 21,451 shares; 2026Q1: 20,796 shares 20,796 $2.54M 0.12% -655 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,366 shares; 2025Q4: 46,234 shares; 2026Q1: 48,953 shares 48,953 $2.5M 0.12% +2,719 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: 6,880 shares; 2024Q4: 7,578 shares; 2025Q1: 7,158 shares; 2025Q2: 8,110 shares; 2025Q3: 7,300 shares; 2025Q4: 7,438 shares; 2026Q1: 7,230 shares 7,230 $2.5M 0.12% -208 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 12,469 shares; 2025Q1: 10,967 shares; 2025Q2: 10,652 shares; 2025Q3: 10,345 shares; 2025Q4: 10,402 shares; 2026Q1: 10,271 shares 10,271 $2.49M 0.12% -131 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: 4,659 shares; 2024Q4: 5,254 shares; 2025Q1: 4,150 shares; 2025Q2: 4,157 shares; 2025Q3: 3,366 shares; 2025Q4: 15,285 shares; 2026Q1: 17,447 shares 17,447 $2.48M 0.12% +2,162 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: 11,133 shares; 2024Q4: 6,056 shares; 2025Q1: 5,093 shares; 2025Q2: 5,066 shares; 2025Q3: 9,799 shares; 2025Q4: 10,090 shares; 2026Q1: 10,512 shares 10,512 $2.48M 0.12% +422 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: 34,222 shares; 2024Q4: 32,549 shares; 2025Q1: 60,859 shares; 2025Q2: 33,832 shares; 2025Q3: 33,696 shares; 2025Q4: 38,195 shares; 2026Q1: 36,429 shares 36,429 $2.48M 0.12% -1,766 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 18,964 shares; 2025Q1: 12,369 shares; 2025Q2: 12,433 shares; 2025Q3: 13,224 shares; 2025Q4: 13,548 shares; 2026Q1: 27,049 shares 27,049 $2.48M 0.12% +13,501 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,648 shares; 2025Q1: 25,560 shares; 2025Q2: 26,289 shares; 2025Q3: 26,474 shares; 2025Q4: 25,599 shares; 2026Q1: 25,676 shares 25,676 $2.43M 0.12% +77 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: 21,547 shares; 2024Q4: 19,698 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 17,717 shares; 2025Q4: 22,220 shares; 2026Q1: 26,822 shares 26,822 $2.43M 0.12% +4,602 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: 140,852 shares; 2024Q4: 44,198 shares; 2025Q1: 56,898 shares; 2025Q2: 43,410 shares; 2025Q3: 48,904 shares; 2025Q4: 74,038 shares; 2026Q1: 83,228 shares 83,228 $2.41M 0.11% +9,190 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: 2,727 shares; 2024Q4: 5,015 shares; 2025Q1: 5,118 shares; 2025Q2: 1,815 shares; 2025Q3: 2,873 shares; 2025Q4: 4,308 shares; 2026Q1: 7,296 shares 7,296 $2.4M 0.11% +2,988 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,503 shares; 2025Q1: 20,985 shares; 2025Q2: 20,677 shares; 2025Q3: 37,525 shares; 2025Q4: 42,119 shares; 2026Q1: 53,314 shares 53,314 $2.39M 0.11% +11,195 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: 19,872 shares; 2024Q4: 10,132 shares; 2025Q1: 8,150 shares; 2025Q2: 6,921 shares; 2025Q3: 8,862 shares; 2025Q4: 10,115 shares; 2026Q1: 8,794 shares 8,794 $2.38M 0.11% -1,321 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: 109,968 shares; 2024Q4: 63,770 shares; 2025Q1: 53,563 shares; 2025Q2: 55,136 shares; 2025Q3: 59,840 shares; 2025Q4: 70,861 shares; 2026Q1: 84,516 shares 84,516 $2.37M 0.11% +13,655 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: 4,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,687 shares 8,687 $2.35M 0.11% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 3,265 shares; 2025Q1: 3,016 shares; 2025Q2: 2,995 shares; 2025Q3: 4,882 shares; 2025Q4: 4,899 shares; 2026Q1: 4,960 shares 4,960 $2.35M 0.11% +61 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: 20,516 shares; 2024Q4: 13,410 shares; 2025Q1: 12,638 shares; 2025Q2: 11,155 shares; 2025Q3: 12,922 shares; 2025Q4: 16,784 shares; 2026Q1: 15,071 shares 15,071 $2.34M 0.11% -1,713 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: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares; 2025Q4: 17,482 shares; 2026Q1: 17,848 shares 17,848 $2.34M 0.11% +366 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: 26,519 shares; 2024Q4: 49,604 shares; 2025Q1: 26,238 shares; 2025Q2: 26,268 shares; 2025Q3: 27,345 shares; 2025Q4: 29,997 shares; 2026Q1: 45,683 shares 45,683 $2.32M 0.11% +15,686 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: 5,067 shares; 2024Q4: 7,900 shares; 2025Q1: 8,110 shares; 2025Q2: 7,702 shares; 2025Q3: 11,603 shares; 2025Q4: 9,469 shares; 2026Q1: 9,228 shares 9,228 $2.31M 0.11% -241 Timeline MDYV 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: 29,083 shares; 2025Q1: 32,519 shares; 2025Q2: 31,533 shares; 2025Q3: 30,835 shares; 2025Q4: 27,057 shares; 2026Q1: 27,148 shares 27,148 $2.31M 0.11% +91 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,747 shares; 2025Q1: 61,328 shares; 2025Q2: 62,843 shares; 2025Q3: 65,723 shares; 2025Q4: 70,031 shares; 2026Q1: 76,867 shares 76,867 $2.31M 0.11% +6,836 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: 27,156 shares; 2024Q4: 22,537 shares; 2025Q1: 19,012 shares; 2025Q2: 25,160 shares; 2025Q3: 29,921 shares; 2025Q4: 25,497 shares; 2026Q1: 34,515 shares 34,515 $2.28M 0.11% +9,018 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: 4,554 shares; 2024Q4: 9,556 shares; 2025Q1: 7,371 shares; 2025Q2: 7,536 shares; 2025Q3: 7,574 shares; 2025Q4: 8,054 shares; 2026Q1: 13,827 shares 13,827 $2.24M 0.11% +5,773 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: 2,844 shares; 2024Q4: 2,794 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,595 shares; 2025Q4: 3,190 shares; 2026Q1: 3,260 shares 3,260 $2.22M 0.11% +70 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: 4,696 shares; 2024Q4: 2,740 shares; 2025Q1: 1,617 shares; 2025Q2: 1,508 shares; 2025Q3: 1,656 shares; 2025Q4: 4,074 shares; 2026Q1: 4,109 shares 4,109 $2.21M 0.1% +35 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: 9,928 shares; 2024Q4: 5,723 shares; 2025Q1: 7,408 shares; 2025Q2: 9,100 shares; 2025Q3: 11,377 shares; 2025Q4: 12,556 shares; 2026Q1: 13,739 shares 13,739 $2.19M 0.1% +1,183 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: 675 shares; 2024Q4: 1,076 shares; 2025Q1: 828 shares; 2025Q2: 1,077 shares; 2025Q3: 1,047 shares; 2025Q4: 1,575 shares; 2026Q1: 1,650 shares 1,650 $2.18M 0.1% +75 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: 8,045 shares; 2024Q4: 9,142 shares; 2025Q1: 9,671 shares; 2025Q2: 9,896 shares; 2025Q3: 11,912 shares; 2025Q4: 11,759 shares; 2026Q1: 11,334 shares 11,334 $2.17M 0.1% -425 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: 69,316 shares; 2024Q4: 56,241 shares; 2025Q1: 62,323 shares; 2025Q2: 46,678 shares; 2025Q3: 46,785 shares; 2025Q4: 55,513 shares; 2026Q1: 49,130 shares 49,130 $2.17M 0.1% -6,383 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: 16,527 shares; 2024Q4: 16,413 shares; 2025Q1: 17,457 shares; 2025Q2: 21,886 shares; 2025Q3: 24,201 shares; 2025Q4: 23,852 shares; 2026Q1: 30,943 shares 30,943 $2.16M 0.1% +7,091 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: 47,308 shares; 2024Q4: 48,942 shares; 2025Q1: 39,324 shares; 2025Q2: 41,579 shares; 2025Q3: 39,220 shares; 2025Q4: 40,432 shares; 2026Q1: 35,527 shares 35,527 $2.15M 0.1% -4,905 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 5,402 shares; 2025Q1: 4,497 shares; 2025Q2: 4,368 shares; 2025Q3: 16,494 shares; 2025Q4: 15,921 shares; 2026Q1: 15,815 shares 15,815 $2.15M 0.1% -106 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: 4,501 shares; 2024Q4: 3,617 shares; 2025Q1: 3,890 shares; 2025Q2: 4,012 shares; 2025Q3: 7,037 shares; 2025Q4: 7,271 shares; 2026Q1: 9,873 shares 9,873 $2.14M 0.1% +2,602 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: 51,254 shares; 2024Q4: 18,414 shares; 2025Q1: 13,348 shares; 2025Q2: 14,368 shares; 2025Q3: 16,725 shares; 2025Q4: 26,236 shares; 2026Q1: 26,843 shares 26,843 $2.14M 0.1% +607 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: 28,618 shares; 2024Q4: 32,980 shares; 2025Q1: 33,290 shares; 2025Q2: 35,600 shares; 2025Q3: 35,060 shares; 2025Q4: 39,720 shares; 2026Q1: 36,169 shares 36,169 $2.13M 0.1% -3,551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,404 shares 92,404 $2.09M 0.1% new Timeline EIPI 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: 58,143 shares; 2024Q4: 84,900 shares; 2025Q1: 83,220 shares; 2025Q2: 79,520 shares; 2025Q3: 79,520 shares; 2025Q4: 79,370 shares; 2026Q1: 92,534 shares 92,534 $2.08M 0.1% +13,164 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,413 shares; 2024Q4: 101,035 shares; 2025Q1: 75,253 shares; 2025Q2: 75,530 shares; 2025Q3: 70,637 shares; 2025Q4: 72,016 shares; 2026Q1: 82,559 shares 82,559 $2.07M 0.1% +10,543 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: 10,733 shares; 2024Q4: 8,705 shares; 2025Q1: 7,420 shares; 2025Q2: 7,245 shares; 2025Q3: 6,681 shares; 2025Q4: 7,063 shares; 2026Q1: 7,072 shares 7,072 $2.07M 0.1% +9 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: 2,684 shares; 2024Q4: 1,572 shares; 2025Q1: 1,757 shares; 2025Q2: 1,779 shares; 2025Q3: 3,154 shares; 2025Q4: 9,063 shares; 2026Q1: 9,677 shares 9,677 $2.07M 0.1% +614 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: 14,258 shares; 2024Q4: 8,750 shares; 2025Q1: 6,941 shares; 2025Q2: 6,813 shares; 2025Q3: 7,022 shares; 2025Q4: 11,420 shares; 2026Q1: 12,548 shares 12,548 $2.07M 0.1% +1,128 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: 12,075 shares; 2024Q4: 2,901 shares; 2025Q1: 3,331 shares; 2025Q2: 4,124 shares; 2025Q3: 12,494 shares; 2025Q4: 15,283 shares; 2026Q1: 15,714 shares 15,714 $2.06M 0.1% +431 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: 9,049 shares; 2024Q4: 27,293 shares; 2025Q1: 31,516 shares; 2025Q2: 27,805 shares; 2025Q3: 24,012 shares; 2025Q4: 22,840 shares; 2026Q1: 19,897 shares 19,897 $2.06M 0.1% -2,943 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,845 shares; 2025Q4: 45,719 shares; 2026Q1: 38,776 shares 38,776 $2.04M 0.1% -6,943 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: 14,045 shares; 2024Q4: 7,815 shares; 2025Q1: 7,923 shares; 2025Q2: 10,289 shares; 2025Q3: 10,182 shares; 2025Q4: 12,435 shares; 2026Q1: 10,869 shares 10,869 $2.03M 0.1% -1,566 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: 14,383 shares; 2024Q4: 20,916 shares; 2025Q1: 18,761 shares; 2025Q2: 16,326 shares; 2025Q3: 16,897 shares; 2025Q4: 23,784 shares; 2026Q1: 21,775 shares 21,775 $2M 0.09% -2,009 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,473 shares; 2025Q1: 9,621 shares; 2025Q2: 13,425 shares; 2025Q3: 16,068 shares; 2025Q4: 33,445 shares; 2026Q1: 38,343 shares 38,343 $1.99M 0.09% +4,898 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 5,849 shares; 2025Q1: 6,096 shares; 2025Q2: 3,159 shares; 2025Q3: 5,495 shares; 2025Q4: 6,491 shares; 2026Q1: 7,303 shares 7,303 $1.99M 0.09% +812 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 23,152 shares; 2025Q1: 24,028 shares; 2025Q2: 21,753 shares; 2025Q3: 25,833 shares; 2025Q4: 25,755 shares; 2026Q1: 26,284 shares 26,284 $1.98M 0.09% +529 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 3,364 shares; 2025Q2: 3,363 shares; 2025Q3: 3,442 shares; 2025Q4: 3,914 shares; 2026Q1: 4,857 shares 4,857 $1.98M 0.09% +943 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: 18,944 shares; 2024Q4: 6,674 shares; 2025Q1: 12,987 shares; 2025Q2: 9,111 shares; 2025Q3: 10,764 shares; 2025Q4: 12,292 shares; 2026Q1: 11,952 shares 11,952 $1.98M 0.09% -340 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: 3,516 shares; 2024Q4: 3,213 shares; 2025Q1: 3,018 shares; 2025Q2: 3,606 shares; 2025Q3: 3,804 shares; 2025Q4: 4,641 shares; 2026Q1: 5,030 shares 5,030 $1.96M 0.09% +389 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: 2,977 shares; 2024Q4: 3,684 shares; 2025Q1: 2,657 shares; 2025Q2: 2,755 shares; 2025Q3: 2,661 shares; 2025Q4: 2,842 shares; 2026Q1: 3,477 shares 3,477 $1.96M 0.09% +635 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: 30,927 shares; 2024Q4: 41,257 shares; 2025Q1: 41,754 shares; 2025Q2: 33,821 shares; 2025Q3: 33,895 shares; 2025Q4: 27,423 shares; 2026Q1: 28,465 shares 28,465 $1.92M 0.09% +1,042 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 8,055 shares; 2025Q1: 4,156 shares; 2025Q2: 4,125 shares; 2025Q3: 4,119 shares; 2025Q4: 4,121 shares; 2026Q1: 11,556 shares 11,556 $1.91M 0.09% +7,435 Timeline WTMF 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: 11,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,756 shares; 2025Q3: 24,523 shares; 2025Q4: 25,922 shares; 2026Q1: 48,034 shares 48,034 $1.91M 0.09% +22,112 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,525 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: 14,759 shares; 2025Q4: 14,934 shares; 2026Q1: 14,819 shares 14,819 $1.88M 0.09% -115 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 20,056 shares; 2025Q1: 33,847 shares; 2025Q2: 38,622 shares; 2025Q3: 48,345 shares; 2025Q4: 48,437 shares; 2026Q1: 35,381 shares 35,381 $1.86M 0.09% -13,056 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: 3,659 shares; 2024Q4: 5,143 shares; 2025Q1: 4,757 shares; 2025Q2: 4,657 shares; 2025Q3: 4,595 shares; 2025Q4: 11,048 shares; 2026Q1: 11,751 shares 11,751 $1.82M 0.09% +703 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 16,690 shares; 2025Q1: 17,005 shares; 2025Q2: 16,845 shares; 2025Q3: 17,604 shares; 2025Q4: 17,312 shares; 2026Q1: 17,294 shares 17,294 $1.82M 0.09% -18 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,660 shares 36,660 $1.81M 0.09% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,243 shares 29,243 $1.81M 0.09% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,686 shares; 2025Q1: 28,201 shares; 2025Q2: 27,592 shares; 2025Q3: 30,115 shares; 2025Q4: 31,699 shares; 2026Q1: 22,546 shares 22,546 $1.8M 0.09% -9,153 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: 20,497 shares; 2024Q4: 32,504 shares; 2025Q1: 38,695 shares; 2025Q2: 38,665 shares; 2025Q3: 40,974 shares; 2025Q4: 42,504 shares; 2026Q1: 45,519 shares 45,519 $1.79M 0.09% +3,015 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: 7,944 shares; 2024Q4: 3,445 shares; 2025Q1: 3,200 shares; 2025Q2: 3,272 shares; 2025Q3: 3,912 shares; 2025Q4: 4,939 shares; 2026Q1: 5,097 shares 5,097 $1.79M 0.09% +158 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: 23,611 shares; 2024Q4: 41,723 shares; 2025Q1: 35,500 shares; 2025Q2: 39,323 shares; 2025Q3: 36,530 shares; 2025Q4: 37,899 shares; 2026Q1: 38,049 shares 38,049 $1.79M 0.08% +150 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: 30,894 shares; 2024Q4: 11,240 shares; 2025Q1: 11,347 shares; 2025Q2: 10,813 shares; 2025Q3: 11,556 shares; 2025Q4: 15,199 shares; 2026Q1: 15,692 shares 15,692 $1.78M 0.08% +493 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: 15,947 shares; 2024Q4: 31,595 shares; 2025Q1: 37,015 shares; 2025Q2: 40,889 shares; 2025Q3: 66,183 shares; 2025Q4: 120,388 shares; 2026Q1: 103,249 shares 103,249 $1.77M 0.08% -17,139 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,900 shares; 2024Q4: 85,400 shares; 2025Q1: 45,750 shares; 2025Q2: 49,180 shares; 2025Q3: 55,500 shares; 2025Q4: 62,300 shares; 2026Q1: 76,790 shares 76,790 $1.76M 0.08% +14,490 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,533 shares; 2025Q1: 28,458 shares; 2025Q2: 23,872 shares; 2025Q3: 26,848 shares; 2025Q4: 25,594 shares; 2026Q1: 22,975 shares 22,975 $1.75M 0.08% -2,619 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: 1,525 shares; 2024Q4: 2,109 shares; 2025Q1: 1,548 shares; 2025Q2: 1,443 shares; 2025Q3: 1,466 shares; 2025Q4: 1,893 shares; 2026Q1: 2,016 shares 2,016 $1.74M 0.08% +123 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,568 shares; 2024Q4: 19,925 shares; 2025Q1: 4,470 shares; 2025Q2: 6,300 shares; 2025Q3: 24,497 shares; 2025Q4: 26,789 shares; 2026Q1: 17,233 shares 17,233 $1.73M 0.08% -9,556 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: 8,024 shares; 2024Q4: 4,215 shares; 2025Q1: 4,035 shares; 2025Q2: 3,436 shares; 2025Q3: 3,654 shares; 2025Q4: 7,094 shares; 2026Q1: 7,130 shares 7,130 $1.73M 0.08% +36 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,851 shares; 2024Q4: 52,400 shares; 2025Q1: 54,107 shares; 2025Q2: 59,518 shares; 2025Q3: 66,247 shares; 2025Q4: 69,768 shares; 2026Q1: 76,725 shares 76,725 $1.65M 0.08% +6,957 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: 3,789 shares; 2024Q4: 2,629 shares; 2025Q1: 3,230 shares; 2025Q2: 2,608 shares; 2025Q3: 3,707 shares; 2025Q4: 3,896 shares; 2026Q1: 5,892 shares 5,892 $1.65M 0.08% +1,996 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: 371 shares; 2024Q4: 395 shares; 2025Q1: 369 shares; 2025Q2: 411 shares; 2025Q3: 406 shares; 2025Q4: 494 shares; 2026Q1: 483 shares 483 $1.63M 0.08% -11 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 13,368 shares; 2025Q1: 12,818 shares; 2025Q2: 11,918 shares; 2025Q3: 11,568 shares; 2025Q4: 11,318 shares; 2026Q1: 11,224 shares 11,224 $1.62M 0.08% -94 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: 20,733 shares; 2024Q4: 15,057 shares; 2025Q1: 12,982 shares; 2025Q2: 11,610 shares; 2025Q3: 12,631 shares; 2025Q4: 16,848 shares; 2026Q1: 16,714 shares 16,714 $1.61M 0.08% -134 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 851 shares; 2025Q1: 854 shares; 2025Q2: 8,452 shares; 2025Q3: 8,450 shares; 2025Q4: 8,387 shares; 2026Q1: 8,400 shares 8,400 $1.61M 0.08% +13 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,829 shares 31,829 $1.61M 0.08% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 1,192 shares; 2025Q1: 1,009 shares; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 8,262 shares; 2026Q1: 8,155 shares 8,155 $1.6M 0.08% -107 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: not reported; 2024Q4: 1,105 shares; 2025Q1: 923 shares; 2025Q2: 880 shares; 2025Q3: 1,043 shares; 2025Q4: 2,554 shares; 2026Q1: 2,540 shares 2,540 $1.57M 0.07% -14 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,724 shares; 2026Q1: 93,667 shares 93,667 $1.56M 0.07% +72,943 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 6,866 shares; 2025Q1: 10,817 shares; 2025Q2: 13,379 shares; 2025Q3: 12,592 shares; 2025Q4: 14,502 shares; 2026Q1: 16,530 shares 16,530 $1.55M 0.07% +2,028 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 14,791 shares; 2025Q1: 14,956 shares; 2025Q2: 14,457 shares; 2025Q3: 15,186 shares; 2025Q4: 15,140 shares; 2026Q1: 16,559 shares 16,559 $1.55M 0.07% +1,419 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 27,771 shares; 2025Q1: 15,006 shares; 2025Q2: 15,006 shares; 2025Q3: 15,115 shares; 2025Q4: 15,699 shares; 2026Q1: 16,349 shares 16,349 $1.53M 0.07% +650 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: 41,032 shares; 2024Q4: 88,570 shares; 2025Q1: 38,489 shares; 2025Q2: 24,647 shares; 2025Q3: 23,110 shares; 2025Q4: 23,161 shares; 2026Q1: 29,842 shares 29,842 $1.51M 0.07% +6,681 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: 14,857 shares; 2024Q4: 12,019 shares; 2025Q1: 10,216 shares; 2025Q2: 9,207 shares; 2025Q3: 9,191 shares; 2025Q4: 12,541 shares; 2026Q1: 13,116 shares 13,116 $1.51M 0.07% +575 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: 2,790 shares; 2024Q4: 2,244 shares; 2025Q1: 2,221 shares; 2025Q2: 2,121 shares; 2025Q3: 2,173 shares; 2025Q4: 3,575 shares; 2026Q1: 3,270 shares 3,270 $1.51M 0.07% -305 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: 17,278 shares; 2024Q4: 32,634 shares; 2025Q1: 19,375 shares; 2025Q2: 18,029 shares; 2025Q3: 18,727 shares; 2025Q4: 17,257 shares; 2026Q1: 15,586 shares 15,586 $1.51M 0.07% -1,671 Timeline MARM 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: 29,276 shares; 2024Q4: 56,498 shares; 2025Q1: 50,824 shares; 2025Q2: 50,161 shares; 2025Q3: 49,151 shares; 2025Q4: 47,964 shares; 2026Q1: 44,711 shares 44,711 $1.5M 0.07% -3,253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,916 shares; 2026Q1: 13,402 shares 13,402 $1.48M 0.07% +7,486 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,588 shares; 2025Q1: 13,659 shares; 2025Q2: 13,574 shares; 2025Q3: 17,162 shares; 2025Q4: 19,769 shares; 2026Q1: 23,148 shares 23,148 $1.48M 0.07% +3,379 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: 22,669 shares; 2024Q4: 9,398 shares; 2025Q1: 8,549 shares; 2025Q2: 8,367 shares; 2025Q3: 8,938 shares; 2025Q4: 9,141 shares; 2026Q1: 10,829 shares 10,829 $1.47M 0.07% +1,688 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: 1,363 shares; 2024Q4: 2,665 shares; 2025Q1: 2,504 shares; 2025Q2: 2,500 shares; 2025Q3: 3,370 shares; 2025Q4: 5,644 shares; 2026Q1: 5,697 shares 5,697 $1.47M 0.07% +53 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,151 shares; 2025Q1: 13,151 shares; 2025Q2: 13,135 shares; 2025Q3: 13,298 shares; 2025Q4: 13,800 shares; 2026Q1: 13,801 shares 13,801 $1.46M 0.07% +1 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: 6,859 shares; 2024Q4: 12,232 shares; 2025Q1: 10,737 shares; 2025Q2: 11,716 shares; 2025Q3: 11,913 shares; 2025Q4: 12,326 shares; 2026Q1: 13,384 shares 13,384 $1.46M 0.07% +1,058 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: 10,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,448 shares; 2025Q4: 7,715 shares; 2026Q1: 7,949 shares 7,949 $1.45M 0.07% +234 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: 9,185 shares; 2024Q4: 14,506 shares; 2025Q1: 8,865 shares; 2025Q2: 8,605 shares; 2025Q3: 10,084 shares; 2025Q4: 17,275 shares; 2026Q1: 15,977 shares 15,977 $1.44M 0.07% -1,298 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: 22,054 shares; 2024Q4: 18,525 shares; 2025Q1: 18,944 shares; 2025Q2: 20,595 shares; 2025Q3: 24,683 shares; 2025Q4: 25,318 shares; 2026Q1: 19,823 shares 19,823 $1.43M 0.07% -5,495 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 14,878 shares; 2025Q1: 12,445 shares; 2025Q2: 12,299 shares; 2025Q3: 13,800 shares; 2025Q4: 18,398 shares; 2026Q1: 19,474 shares 19,474 $1.42M 0.07% +1,076 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: 30,970 shares; 2024Q4: 86,934 shares; 2025Q1: 69,444 shares; 2025Q2: 53,563 shares; 2025Q3: 49,578 shares; 2025Q4: 44,329 shares; 2026Q1: 41,977 shares 41,977 $1.42M 0.07% -2,352 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: 5,892 shares; 2024Q4: 5,664 shares; 2025Q1: 4,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,308 shares 28,308 $1.41M 0.07% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,784 shares; 2025Q1: 5,784 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 17,946 shares; 2026Q1: 17,819 shares 17,819 $1.41M 0.07% -127 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 21,937 shares; 2025Q1: 22,948 shares; 2025Q2: 16,082 shares; 2025Q3: 16,545 shares; 2025Q4: 18,429 shares; 2026Q1: 8,572 shares 8,572 $1.41M 0.07% -9,857 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 8,145 shares; 2025Q1: 10,872 shares; 2025Q2: 12,107 shares; 2025Q3: 12,672 shares; 2025Q4: 14,343 shares; 2026Q1: 28,477 shares 28,477 $1.41M 0.07% +14,134 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,206 shares; 2025Q1: 98,555 shares; 2025Q2: 111,727 shares; 2025Q3: 143,566 shares; 2025Q4: 149,751 shares; 2026Q1: 109,201 shares 109,201 $1.4M 0.07% -40,550 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,443 shares; 2025Q1: 5,210 shares; 2025Q2: 5,498 shares; 2025Q3: 5,302 shares; 2025Q4: 5,283 shares; 2026Q1: 5,189 shares 5,189 $1.38M 0.07% -94 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,657 shares 53,657 $1.37M 0.07% new Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 20,554 shares; 2025Q1: 17,024 shares; 2025Q2: 20,424 shares; 2025Q3: 23,104 shares; 2025Q4: 23,389 shares; 2026Q1: 24,239 shares 24,239 $1.37M 0.06% +850 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: 2,700 shares; 2024Q4: 4,368 shares; 2025Q1: 4,091 shares; 2025Q2: 7,196 shares; 2025Q3: 7,218 shares; 2025Q4: 7,276 shares; 2026Q1: 8,530 shares 8,530 $1.37M 0.06% +1,254 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: 5,010 shares; 2024Q4: 7,640 shares; 2025Q1: 6,672 shares; 2025Q2: 7,048 shares; 2025Q3: 8,667 shares; 2025Q4: 29,766 shares; 2026Q1: 29,783 shares 29,783 $1.37M 0.06% +17 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 8,774 shares; 2025Q1: 8,792 shares; 2025Q2: 8,954 shares; 2025Q3: 9,878 shares; 2025Q4: 10,030 shares; 2026Q1: 11,267 shares 11,267 $1.37M 0.06% +1,237 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,350 shares; 2024Q4: 24,937 shares; 2025Q1: 21,094 shares; 2025Q2: 24,069 shares; 2025Q3: 28,619 shares; 2025Q4: 28,940 shares; 2026Q1: 29,867 shares 29,867 $1.36M 0.06% +927 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: 3,883 shares; 2024Q4: 6,806 shares; 2025Q1: 3,952 shares; 2025Q2: 5,162 shares; 2025Q3: 6,462 shares; 2025Q4: 7,232 shares; 2026Q1: 6,188 shares 6,188 $1.35M 0.06% -1,044 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: 16,544 shares; 2024Q4: 14,590 shares; 2025Q1: 15,828 shares; 2025Q2: 16,185 shares; 2025Q3: 15,948 shares; 2025Q4: 30,900 shares; 2026Q1: 29,365 shares 29,365 $1.35M 0.06% -1,535 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: 5,830 shares; 2024Q4: 7,488 shares; 2025Q1: 6,938 shares; 2025Q2: 6,572 shares; 2025Q3: 7,571 shares; 2025Q4: 12,712 shares; 2026Q1: 11,359 shares 11,359 $1.35M 0.06% -1,353 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 55,038 shares; 2025Q1: 59,883 shares; 2025Q2: 61,358 shares; 2025Q3: 59,088 shares; 2025Q4: 54,267 shares; 2026Q1: 48,030 shares 48,030 $1.34M 0.06% -6,237 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,746 shares; 2025Q2: 42,441 shares; 2025Q3: 53,680 shares; 2025Q4: 54,766 shares; 2026Q1: 105,751 shares 105,751 $1.33M 0.06% +50,985 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: not reported; 2024Q4: 4,060 shares; 2025Q1: 3,086 shares; 2025Q2: 3,093 shares; 2025Q3: 6,565 shares; 2025Q4: 6,604 shares; 2026Q1: 6,631 shares 6,631 $1.31M 0.06% +27 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,392 shares; 2025Q1: 12,165 shares; 2025Q2: 18,445 shares; 2025Q3: 27,243 shares; 2025Q4: 20,510 shares; 2026Q1: 21,638 shares 21,638 $1.31M 0.06% +1,128 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,984 shares; 2024Q4: 258,931 shares; 2025Q1: 131,717 shares; 2025Q2: 121,559 shares; 2025Q3: 124,604 shares; 2025Q4: 123,299 shares; 2026Q1: 118,081 shares 118,081 $1.31M 0.06% -5,218 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 848 shares; 2025Q1: 798 shares; 2025Q2: 710 shares; 2025Q3: 964 shares; 2025Q4: 953 shares; 2026Q1: 942 shares 942 $1.3M 0.06% -11 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 4,787 shares; 2025Q1: 4,889 shares; 2025Q2: 5,103 shares; 2025Q3: 5,349 shares; 2025Q4: 8,677 shares; 2026Q1: 10,135 shares 10,135 $1.29M 0.06% +1,458 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: 6,066 shares; 2024Q4: 6,351 shares; 2025Q1: 4,028 shares; 2025Q2: 3,323 shares; 2025Q3: 3,157 shares; 2025Q4: 5,162 shares; 2026Q1: 5,226 shares 5,226 $1.29M 0.06% +64 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: 33,012 shares; 2024Q4: 30,844 shares; 2025Q1: 32,439 shares; 2025Q2: 26,844 shares; 2025Q3: 30,040 shares; 2025Q4: 24,329 shares; 2026Q1: 27,923 shares 27,923 $1.29M 0.06% +3,594 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: 1,688 shares; 2024Q4: 2,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 11,315 shares; 2026Q1: 11,478 shares 11,478 $1.29M 0.06% +163 Timeline GLDB ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,891 shares 53,891 $1.27M 0.06% new 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: 13,943 shares; 2024Q4: 12,524 shares; 2025Q1: 9,692 shares; 2025Q2: 13,172 shares; 2025Q3: 12,948 shares; 2025Q4: 11,852 shares; 2026Q1: 10,435 shares 10,435 $1.26M 0.06% -1,417 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 6,576 shares; 2025Q1: 6,966 shares; 2025Q2: 9,921 shares; 2025Q3: 9,615 shares; 2025Q4: 9,430 shares; 2026Q1: 9,616 shares 9,616 $1.26M 0.06% +186 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: 93,752 shares; 2024Q4: 98,977 shares; 2025Q1: 46,178 shares; 2025Q2: 37,771 shares; 2025Q3: 78,949 shares; 2025Q4: 64,481 shares; 2026Q1: 64,949 shares 64,949 $1.25M 0.06% +468 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 30,737 shares; 2025Q1: 22,021 shares; 2025Q2: 22,489 shares; 2025Q3: 23,280 shares; 2025Q4: 22,705 shares; 2026Q1: 19,195 shares 19,195 $1.25M 0.06% -3,510 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,987 shares; 2024Q4: 13,458 shares; 2025Q1: 11,288 shares; 2025Q2: 13,979 shares; 2025Q3: 16,848 shares; 2025Q4: 44,832 shares; 2026Q1: 43,427 shares 43,427 $1.25M 0.06% -1,405 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: 6,323 shares; 2024Q4: 20,294 shares; 2025Q1: 20,434 shares; 2025Q2: 21,785 shares; 2025Q3: 21,502 shares; 2025Q4: 22,146 shares; 2026Q1: 23,720 shares 23,720 $1.25M 0.06% +1,574 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,575 shares; 2024Q4: 56,425 shares; 2025Q1: 78,375 shares; 2025Q2: 78,375 shares; 2025Q3: 78,375 shares; 2025Q4: 79,475 shares; 2026Q1: 72,775 shares 72,775 $1.24M 0.06% -6,700 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,803 shares; 2024Q4: 22,894 shares; 2025Q1: 22,866 shares; 2025Q2: 22,866 shares; 2025Q3: 22,371 shares; 2025Q4: 22,541 shares; 2026Q1: 22,255 shares 22,255 $1.24M 0.06% -286 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,046 shares 16,046 $1.24M 0.06% new 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: 22,326 shares; 2024Q4: 14,591 shares; 2025Q1: 12,980 shares; 2025Q2: 9,979 shares; 2025Q3: 8,574 shares; 2025Q4: 8,667 shares; 2026Q1: 8,881 shares 8,881 $1.24M 0.06% +214 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: 11,260 shares; 2024Q4: 7,457 shares; 2025Q1: 5,968 shares; 2025Q2: 6,370 shares; 2025Q3: 8,264 shares; 2025Q4: 11,891 shares; 2026Q1: 12,440 shares 12,440 $1.23M 0.06% +549 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,853 shares; 2024Q4: 43,755 shares; 2025Q1: 61,837 shares; 2025Q2: 68,777 shares; 2025Q3: 101,447 shares; 2025Q4: 92,157 shares; 2026Q1: 77,731 shares 77,731 $1.23M 0.06% -14,426 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,817 shares 28,817 $1.22M 0.06% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,171 shares; 2025Q1: 21,346 shares; 2025Q2: 17,346 shares; 2025Q3: 21,702 shares; 2025Q4: 23,451 shares; 2026Q1: 26,836 shares 26,836 $1.22M 0.06% +3,385 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: 11,812 shares; 2024Q4: 15,285 shares; 2025Q1: 13,213 shares; 2025Q2: 12,987 shares; 2025Q3: 13,037 shares; 2025Q4: 15,552 shares; 2026Q1: 21,483 shares 21,483 $1.22M 0.06% +5,931 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,321 shares; 2025Q1: 2,137 shares; 2025Q2: 2,189 shares; 2025Q3: 2,262 shares; 2025Q4: 5,385 shares; 2026Q1: 5,874 shares 5,874 $1.22M 0.06% +489 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,073 shares; 2025Q1: 7,129 shares; 2025Q2: 7,073 shares; 2025Q3: 7,074 shares; 2025Q4: 6,980 shares; 2026Q1: 7,089 shares 7,089 $1.21M 0.06% +109 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: 7,283 shares; 2024Q4: 2,347 shares; 2025Q1: 1,742 shares; 2025Q2: 1,756 shares; 2025Q3: 1,887 shares; 2025Q4: 6,606 shares; 2026Q1: 6,619 shares 6,619 $1.21M 0.06% +13 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: 5,597 shares; 2024Q4: 6,400 shares; 2025Q1: 5,525 shares; 2025Q2: 5,479 shares; 2025Q3: 6,230 shares; 2025Q4: 11,339 shares; 2026Q1: 21,648 shares 21,648 $1.2M 0.06% +10,309 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: 21,797 shares; 2024Q4: 10,608 shares; 2025Q1: 10,418 shares; 2025Q2: 8,221 shares; 2025Q3: 9,927 shares; 2025Q4: 11,313 shares; 2026Q1: 11,606 shares 11,606 $1.19M 0.06% +293 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,986 shares; 2024Q4: 22,503 shares; 2025Q1: 21,347 shares; 2025Q2: 20,404 shares; 2025Q3: 19,781 shares; 2025Q4: 25,364 shares; 2026Q1: 27,832 shares 27,832 $1.18M 0.06% +2,468 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: 3,799 shares; 2024Q4: 2,248 shares; 2025Q1: 1,434 shares; 2025Q2: 1,925 shares; 2025Q3: 2,333 shares; 2025Q4: 3,084 shares; 2026Q1: 3,309 shares 3,309 $1.18M 0.06% +225 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,228 shares; 2024Q4: 13,862 shares; 2025Q1: 12,103 shares; 2025Q2: 12,055 shares; 2025Q3: 13,188 shares; 2025Q4: 13,330 shares; 2026Q1: 12,949 shares 12,949 $1.18M 0.06% -381 Timeline FTCE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,674 shares 49,674 $1.17M 0.06% new 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: 12,993 shares; 2024Q4: 14,373 shares; 2025Q1: 19,142 shares; 2025Q2: 20,103 shares; 2025Q3: 27,401 shares; 2025Q4: 23,549 shares; 2026Q1: 20,169 shares 20,169 $1.17M 0.06% -3,380 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,451 shares; 2025Q4: 11,051 shares; 2026Q1: 17,898 shares 17,898 $1.17M 0.06% +6,847 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: 11,068 shares; 2025Q1: 11,064 shares; 2025Q2: 6,433 shares; 2025Q3: 8,927 shares; 2025Q4: 8,969 shares; 2026Q1: 9,410 shares 9,410 $1.16M 0.05% +441 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 10,191 shares; 2025Q1: 12,279 shares; 2025Q2: 12,666 shares; 2025Q3: 10,342 shares; 2025Q4: 10,504 shares; 2026Q1: 9,854 shares 9,854 $1.15M 0.05% -650 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: 10,038 shares; 2024Q4: 12,707 shares; 2025Q1: 8,551 shares; 2025Q2: 8,697 shares; 2025Q3: 11,388 shares; 2025Q4: 11,288 shares; 2026Q1: 11,848 shares 11,848 $1.15M 0.05% +560 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 11,959 shares; 2025Q1: 11,531 shares; 2025Q2: 12,813 shares; 2025Q3: 18,734 shares; 2025Q4: 22,398 shares; 2026Q1: 19,595 shares 19,595 $1.15M 0.05% -2,803 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: 950 shares; 2025Q1: 825 shares; 2025Q2: 709 shares; 2025Q3: 1,026 shares; 2025Q4: 2,218 shares; 2026Q1: 1,182 shares 1,182 $1.14M 0.05% -1,036 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: 5,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,196 shares; 2025Q3: 4,308 shares; 2025Q4: 5,309 shares; 2026Q1: 5,316 shares 5,316 $1.14M 0.05% +7 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,229 shares; 2025Q4: 16,391 shares; 2026Q1: 16,855 shares 16,855 $1.13M 0.05% +464 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,550 shares; 2024Q4: 14,981 shares; 2025Q1: 13,086 shares; 2025Q2: 11,404 shares; 2025Q3: 10,192 shares; 2025Q4: 9,910 shares; 2026Q1: 9,803 shares 9,803 $1.13M 0.05% -107 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 20,613 shares; 2026Q1: 23,658 shares 23,658 $1.13M 0.05% +3,045 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 9,437 shares; 2026Q1: 11,891 shares 11,891 $1.12M 0.05% +2,454 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,818 shares; 2026Q1: 2,023 shares 2,023 $1.11M 0.05% +205 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: 12,178 shares; 2024Q4: 7,711 shares; 2025Q1: 6,665 shares; 2025Q2: 8,562 shares; 2025Q3: 10,297 shares; 2025Q4: 11,309 shares; 2026Q1: 10,118 shares 10,118 $1.11M 0.05% -1,191 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 7,969 shares; 2025Q1: 10,477 shares; 2025Q2: 8,788 shares; 2025Q3: 8,172 shares; 2025Q4: 7,573 shares; 2026Q1: 7,630 shares 7,630 $1.11M 0.05% +57 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: 21,794 shares; 2024Q4: 27,906 shares; 2025Q1: 27,418 shares; 2025Q2: 28,573 shares; 2025Q3: 30,247 shares; 2025Q4: 17,120 shares; 2026Q1: 14,869 shares 14,869 $1.11M 0.05% -2,251 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: 3,678 shares; 2024Q4: 2,905 shares; 2025Q1: 2,547 shares; 2025Q2: 2,344 shares; 2025Q3: 3,107 shares; 2025Q4: 3,487 shares; 2026Q1: 3,650 shares 3,650 $1.1M 0.05% +163 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: 3,160 shares; 2025Q3: 8,598 shares; 2025Q4: 15,029 shares; 2026Q1: 14,213 shares 14,213 $1.1M 0.05% -816 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 14,867 shares; 2025Q1: 10,642 shares; 2025Q2: 14,484 shares; 2025Q3: 24,782 shares; 2025Q4: 38,966 shares; 2026Q1: 27,941 shares 27,941 $1.09M 0.05% -11,025 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 9,379 shares; 2025Q1: 8,495 shares; 2025Q2: 8,136 shares; 2025Q3: 6,647 shares; 2025Q4: 6,440 shares; 2026Q1: 6,273 shares 6,273 $1.09M 0.05% -167 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: 33,043 shares; 2024Q4: 22,361 shares; 2025Q1: 15,674 shares; 2025Q2: 15,606 shares; 2025Q3: 16,610 shares; 2025Q4: 16,228 shares; 2026Q1: 15,006 shares 15,006 $1.08M 0.05% -1,222 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,180 shares 21,180 $1.07M 0.05% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,577 shares; 2024Q4: 224,593 shares; 2025Q1: 114,178 shares; 2025Q2: 114,675 shares; 2025Q3: 116,296 shares; 2025Q4: 112,181 shares; 2026Q1: 104,651 shares 104,651 $1.07M 0.05% -7,530 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 3,927 shares; 2025Q1: 3,899 shares; 2025Q2: 4,149 shares; 2025Q3: 4,192 shares; 2025Q4: 4,335 shares; 2026Q1: 4,242 shares 4,242 $1.06M 0.05% -93 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: 21,249 shares; 2024Q4: 20,369 shares; 2025Q1: 20,996 shares; 2025Q2: 20,050 shares; 2025Q3: 9,840 shares; 2025Q4: 13,620 shares; 2026Q1: 14,528 shares 14,528 $1.06M 0.05% +908 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 17,132 shares; 2025Q1: 13,282 shares; 2025Q2: 8,054 shares; 2025Q3: 12,902 shares; 2025Q4: 11,575 shares; 2026Q1: 11,907 shares 11,907 $1.06M 0.05% +332 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,800 shares; 2025Q1: 29,100 shares; 2025Q2: 29,100 shares; 2025Q3: 32,725 shares; 2025Q4: 29,225 shares; 2026Q1: 33,375 shares 33,375 $1.05M 0.05% +4,150 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 22,186 shares; 2025Q4: 29,420 shares; 2026Q1: 52,700 shares 52,700 $1.04M 0.05% +23,280 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 27,164 shares; 2025Q1: 21,124 shares; 2025Q2: 21,726 shares; 2025Q3: 25,412 shares; 2025Q4: 23,064 shares; 2026Q1: 40,619 shares 40,619 $1.04M 0.05% +17,555 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,121 shares; 2024Q4: 241,121 shares; 2025Q1: 240,423 shares; 2025Q2: 222,547 shares; 2025Q3: 215,810 shares; 2025Q4: 213,172 shares; 2026Q1: 203,971 shares 203,971 $1.04M 0.05% -9,201 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: 5,272 shares 5,272 $1.04M 0.05% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,738 shares; 2026Q1: 34,086 shares 34,086 $1.04M 0.05% +348 Timeline FDEC 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: 9,000 shares; 2024Q4: 19,648 shares; 2025Q1: 11,848 shares; 2025Q2: 10,548 shares; 2025Q3: 9,048 shares; 2025Q4: 9,048 shares; 2026Q1: 20,758 shares 20,758 $1.03M 0.05% +11,710 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,676 shares; 2025Q1: 12,178 shares; 2025Q2: 11,679 shares; 2025Q3: 10,730 shares; 2025Q4: 11,892 shares; 2026Q1: 12,834 shares 12,834 $1.02M 0.05% +942 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,425 shares; 2025Q3: 22,273 shares; 2025Q4: 19,953 shares; 2026Q1: 19,678 shares 19,678 $996K 0.05% -275 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: 4,202 shares; 2024Q4: 5,292 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,429 shares; 2026Q1: 11,682 shares 11,682 $994K 0.05% +1,253 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: 4,978 shares; 2024Q4: 4,911 shares; 2025Q1: 4,170 shares; 2025Q2: 5,588 shares; 2025Q3: 6,134 shares; 2025Q4: 7,485 shares; 2026Q1: 7,546 shares 7,546 $988K 0.05% +61 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: 4,256 shares; 2024Q4: 1,243 shares; 2025Q1: 1,147 shares; 2025Q2: 1,264 shares; 2025Q3: 1,543 shares; 2025Q4: 8,037 shares; 2026Q1: 9,333 shares 9,333 $976K 0.05% +1,296 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,458 shares; 2024Q4: 117,791 shares; 2025Q1: 117,791 shares; 2025Q2: 117,791 shares; 2025Q3: 119,062 shares; 2025Q4: 110,900 shares; 2026Q1: 112,834 shares 112,834 $973K 0.05% +1,934 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: 2,204 shares; 2024Q4: 2,684 shares; 2025Q1: 4,064 shares; 2025Q2: 4,251 shares; 2025Q3: 4,806 shares; 2025Q4: 5,000 shares; 2026Q1: 4,569 shares 4,569 $965K 0.05% -431 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: not reported; 2024Q4: 13,986 shares; 2025Q1: 13,906 shares; 2025Q2: 13,906 shares; 2025Q3: 13,006 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares 12,806 $963K 0.05% 0 Timeline ALTY 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: 57,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,442 shares; 2025Q3: 61,341 shares; 2025Q4: 52,594 shares; 2026Q1: 79,238 shares 79,238 $952K 0.05% +26,644 Timeline XCLR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,226 shares 37,226 $950K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 1,510 shares; 2025Q1: 1,496 shares; 2025Q2: 1,487 shares; 2025Q3: 2,277 shares; 2025Q4: 3,250 shares; 2026Q1: 3,257 shares 3,257 $950K 0.05% +7 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: 20,925 shares; 2024Q4: 20,217 shares; 2025Q1: 16,251 shares; 2025Q2: 17,119 shares; 2025Q3: 14,683 shares; 2025Q4: 16,902 shares; 2026Q1: 16,765 shares 16,765 $949K 0.05% -137 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: 5,167 shares; 2024Q4: 1,696 shares; 2025Q1: 1,604 shares; 2025Q2: 1,272 shares; 2025Q3: 1,053 shares; 2025Q4: 1,472 shares; 2026Q1: 1,915 shares 1,915 $941K 0.04% +443 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 38,355 shares; 2025Q1: 36,001 shares; 2025Q2: 35,548 shares; 2025Q3: 34,297 shares; 2025Q4: 33,216 shares; 2026Q1: 31,755 shares 31,755 $932K 0.04% -1,461 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: 1,665 shares; 2024Q4: 332 shares; 2025Q1: 365 shares; 2025Q2: 5,801 shares; 2025Q3: 16,724 shares; 2025Q4: 14,623 shares; 2026Q1: 10,076 shares 10,076 $930K 0.04% -4,547 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: 14,176 shares; 2024Q4: 15,617 shares; 2025Q1: 15,094 shares; 2025Q2: 14,990 shares; 2025Q3: 14,986 shares; 2025Q4: 17,629 shares; 2026Q1: 18,045 shares 18,045 $927K 0.04% +416 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,520 shares; 2025Q3: 35,674 shares; 2025Q4: 36,798 shares; 2026Q1: 39,605 shares 39,605 $924K 0.04% +2,807 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: 11,375 shares; 2024Q4: 15,926 shares; 2025Q1: 8,665 shares; 2025Q2: 9,183 shares; 2025Q3: 12,554 shares; 2025Q4: 17,420 shares; 2026Q1: 19,612 shares 19,612 $922K 0.04% +2,192 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: 13,293 shares; 2024Q4: 5,568 shares; 2025Q1: 5,385 shares; 2025Q2: 8,956 shares; 2025Q3: 7,285 shares; 2025Q4: 7,830 shares; 2026Q1: 9,753 shares 9,753 $917K 0.04% +1,923 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: 18,383 shares; 2024Q4: 14,855 shares; 2025Q1: 14,607 shares; 2025Q2: 16,446 shares; 2025Q3: 16,145 shares; 2025Q4: 12,532 shares; 2026Q1: 10,170 shares 10,170 $911K 0.04% -2,362 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 4,400 shares; 2025Q1: 4,026 shares; 2025Q2: 3,904 shares; 2025Q3: 3,997 shares; 2025Q4: 3,668 shares; 2026Q1: 3,801 shares 3,801 $910K 0.04% +133 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,273 shares 6,273 $909K 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,103 shares; 2024Q4: 38,024 shares; 2025Q1: 35,822 shares; 2025Q2: 38,191 shares; 2025Q3: 40,891 shares; 2025Q4: 20,690 shares; 2026Q1: 17,993 shares 17,993 $905K 0.04% -2,697 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 5,515 shares; 2026Q1: 8,686 shares 8,686 $901K 0.04% +3,171 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: not reported; 2024Q4: 1,168 shares; 2025Q1: 2,078 shares; 2025Q2: 1,698 shares; 2025Q3: 2,407 shares; 2025Q4: 4,652 shares; 2026Q1: 5,145 shares 5,145 $898K 0.04% +493 Timeline PDCC PEARL DIVER CREDIT COMPANY I More: the full row for PEARL DIVER CREDIT COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,920 shares; 2024Q4: 78,685 shares; 2025Q1: 78,685 shares; 2025Q2: 78,685 shares; 2025Q3: 88,685 shares; 2025Q4: 89,484 shares; 2026Q1: 84,965 shares 84,965 $893K 0.04% -4,519 Timeline DDFS 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: not reported; 2025Q3: 42,669 shares; 2025Q4: 43,149 shares; 2026Q1: 41,159 shares 41,159 $869K 0.04% -1,990 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,412 shares; 2025Q3: 2,359 shares; 2025Q4: 5,920 shares; 2026Q1: 5,726 shares 5,726 $861K 0.04% -194 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,583 shares; 2025Q1: 1,529 shares; 2025Q2: 1,676 shares; 2025Q3: 1,596 shares; 2025Q4: 1,525 shares; 2026Q1: 2,156 shares 2,156 $858K 0.04% +631 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,028 shares 17,028 $857K 0.04% new 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: 22,350 shares; 2024Q4: 25,252 shares; 2025Q1: 19,141 shares; 2025Q2: 18,083 shares; 2025Q3: 21,732 shares; 2025Q4: 23,638 shares; 2026Q1: 22,606 shares 22,606 $855K 0.04% -1,032 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: 7,585 shares; 2024Q4: 18,913 shares; 2025Q1: 12,729 shares; 2025Q2: 11,853 shares; 2025Q3: 11,477 shares; 2025Q4: 10,006 shares; 2026Q1: 11,604 shares 11,604 $855K 0.04% +1,598 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: 1,159 shares; 2024Q4: 1,577 shares; 2025Q1: 2,280 shares; 2025Q2: 2,492 shares; 2025Q3: 3,364 shares; 2025Q4: 4,364 shares; 2026Q1: 2,667 shares 2,667 $848K 0.04% -1,697 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 22,455 shares; 2025Q1: 23,734 shares; 2025Q2: 29,530 shares; 2025Q3: 32,686 shares; 2025Q4: 37,593 shares; 2026Q1: 39,423 shares 39,423 $844K 0.04% +1,830 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,457 shares 24,457 $842K 0.04% new 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: not reported; 2024Q4: 5,866 shares; 2025Q1: 18,541 shares; 2025Q2: 9,649 shares; 2025Q3: 7,410 shares; 2025Q4: 7,387 shares; 2026Q1: 16,659 shares 16,659 $839K 0.04% +9,272 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: 7,994 shares; 2024Q4: 3,370 shares; 2025Q1: 4,146 shares; 2025Q2: 1,833 shares; 2025Q3: 2,748 shares; 2025Q4: 5,658 shares; 2026Q1: 5,766 shares 5,766 $837K 0.04% +108 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: 14,698 shares; 2024Q4: 11,709 shares; 2025Q1: 11,625 shares; 2025Q2: 10,985 shares; 2025Q3: 14,225 shares; 2025Q4: 14,464 shares; 2026Q1: 15,410 shares 15,410 $834K 0.04% +946 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,514 shares; 2024Q4: 8,915 shares; 2025Q1: 8,808 shares; 2025Q2: 8,870 shares; 2025Q3: 8,401 shares; 2025Q4: 9,757 shares; 2026Q1: 8,638 shares 8,638 $826K 0.04% -1,119 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 9,906 shares; 2025Q1: 9,872 shares; 2025Q2: 9,555 shares; 2025Q3: 10,024 shares; 2025Q4: 9,882 shares; 2026Q1: 10,275 shares 10,275 $823K 0.04% +393 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,918 shares; 2025Q2: 2,284 shares; 2025Q3: 2,355 shares; 2025Q4: 3,667 shares; 2026Q1: 3,985 shares 3,985 $822K 0.04% +318 Timeline PEY 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: 28,872 shares; 2024Q4: 14,804 shares; 2025Q1: 14,947 shares; 2025Q2: 14,540 shares; 2025Q3: 22,962 shares; 2025Q4: 38,683 shares; 2026Q1: 38,369 shares 38,369 $822K 0.04% -314 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,554 shares; 2025Q1: not reported; 2025Q2: 85,408 shares; 2025Q3: 77,705 shares; 2025Q4: 47,705 shares; 2026Q1: 48,705 shares 48,705 $821K 0.04% +1,000 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,556 shares; 2025Q1: 14,492 shares; 2025Q2: 18,509 shares; 2025Q3: 17,753 shares; 2025Q4: 26,154 shares; 2026Q1: 19,678 shares 19,678 $820K 0.04% -6,476 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,819 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 13,937 shares; 2025Q4: 13,938 shares; 2026Q1: 13,938 shares 13,938 $806K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,271 shares; 2025Q4: 18,983 shares; 2026Q1: 18,435 shares 18,435 $805K 0.04% -548 Timeline ZMAY 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: 31,421 shares; 2025Q3: 31,421 shares; 2025Q4: 31,421 shares; 2026Q1: 31,224 shares 31,224 $800K 0.04% -197 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,035 shares; 2025Q2: 485,815 shares; 2025Q3: 491,900 shares; 2025Q4: 191,950 shares; 2026Q1: 165,950 shares 165,950 $797K 0.04% -26,000 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,984 shares; 2026Q1: 9,498 shares 9,498 $796K 0.04% +1,514 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,549 shares; 2025Q1: 14,549 shares; 2025Q2: 14,549 shares; 2025Q3: 14,549 shares; 2025Q4: 14,989 shares; 2026Q1: 14,989 shares 14,989 $792K 0.04% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares; 2026Q1: 15,655 shares 15,655 $788K 0.04% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,725 shares; 2025Q4: 10,649 shares; 2026Q1: 12,668 shares 12,668 $786K 0.04% +2,019 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: 9,111 shares; 2024Q4: 10,638 shares; 2025Q1: 13,694 shares; 2025Q2: 12,349 shares; 2025Q3: 12,954 shares; 2025Q4: 11,718 shares; 2026Q1: 14,540 shares 14,540 $786K 0.04% +2,822 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: 2,892 shares; 2024Q4: 6,307 shares; 2025Q1: 4,505 shares; 2025Q2: 5,386 shares; 2025Q3: 7,170 shares; 2025Q4: 12,546 shares; 2026Q1: 11,006 shares 11,006 $785K 0.04% -1,540 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 1,880 shares; 2025Q1: 1,771 shares; 2025Q2: 2,400 shares; 2025Q3: 7,362 shares; 2025Q4: 3,817 shares; 2026Q1: 3,984 shares 3,984 $778K 0.04% +167 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: 3,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 5,294 shares; 2025Q4: 5,235 shares; 2026Q1: 5,295 shares 5,295 $772K 0.04% +60 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,452 shares; 2026Q1: 14,017 shares 14,017 $771K 0.04% +10,565 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: 6,893 shares; 2024Q4: 7,305 shares; 2025Q1: 5,331 shares; 2025Q2: 5,469 shares; 2025Q3: 4,451 shares; 2025Q4: 5,588 shares; 2026Q1: 5,256 shares 5,256 $771K 0.04% -332 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: 498 shares; 2024Q4: 390 shares; 2025Q1: 315 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 303 shares; 2026Q1: 522 shares 522 $769K 0.04% +219 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: 3,823 shares; 2024Q4: 2,682 shares; 2025Q1: 2,802 shares; 2025Q2: 2,196 shares; 2025Q3: 2,738 shares; 2025Q4: 3,359 shares; 2026Q1: 3,684 shares 3,684 $767K 0.04% +325 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: 12,673 shares; 2024Q4: 9,886 shares; 2025Q1: 10,319 shares; 2025Q2: 10,119 shares; 2025Q3: 8,784 shares; 2025Q4: 9,819 shares; 2026Q1: 9,110 shares 9,110 $763K 0.04% -709 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 3,868 shares; 2025Q1: 3,784 shares; 2025Q2: 3,679 shares; 2025Q3: 3,597 shares; 2025Q4: 3,777 shares; 2026Q1: 3,868 shares 3,868 $758K 0.04% +91 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares; 2026Q1: 3,462 shares 3,462 $748K 0.04% +285 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 3,326 shares; 2025Q2: 3,168 shares; 2025Q3: 2,638 shares; 2025Q4: 2,776 shares; 2026Q1: 2,801 shares 2,801 $744K 0.04% +25 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 3,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,880 shares; 2025Q4: 18,625 shares; 2026Q1: 12,303 shares 12,303 $744K 0.04% -6,322 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: 2,934 shares; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 1,187 shares; 2025Q3: 1,888 shares; 2025Q4: 1,884 shares; 2026Q1: 2,256 shares 2,256 $741K 0.04% +372 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: 1,771 shares; 2024Q4: 1,992 shares; 2025Q1: 1,841 shares; 2025Q2: 1,954 shares; 2025Q3: 2,189 shares; 2025Q4: 2,544 shares; 2026Q1: 2,903 shares 2,903 $737K 0.03% +359 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: 8,817 shares; 2024Q4: 6,930 shares; 2025Q1: 4,700 shares; 2025Q2: 4,751 shares; 2025Q3: 4,187 shares; 2025Q4: 4,122 shares; 2026Q1: 4,086 shares 4,086 $736K 0.03% -36 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,643 shares; 2025Q4: 4,453 shares; 2026Q1: 4,274 shares 4,274 $735K 0.03% -179 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: 3,544 shares; 2024Q4: 1,188 shares; 2025Q1: 707 shares; 2025Q2: 623 shares; 2025Q3: 866 shares; 2025Q4: 1,307 shares; 2026Q1: 1,483 shares 1,483 $735K 0.03% +176 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,309 shares; 2024Q4: 10,145 shares; 2025Q1: 10,495 shares; 2025Q2: 12,306 shares; 2025Q3: 12,270 shares; 2025Q4: 14,360 shares; 2026Q1: 13,994 shares 13,994 $728K 0.03% -366 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: 18,265 shares; 2024Q4: 23,787 shares; 2025Q1: 11,484 shares; 2025Q2: 11,485 shares; 2025Q3: 12,033 shares; 2025Q4: 12,945 shares; 2026Q1: 11,881 shares 11,881 $727K 0.03% -1,064 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,149 shares; 2025Q4: 19,394 shares; 2026Q1: 18,386 shares 18,386 $726K 0.03% -1,008 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: 3,045 shares; 2024Q4: 4,273 shares; 2025Q1: 3,545 shares; 2025Q2: 3,629 shares; 2025Q3: 4,113 shares; 2025Q4: 7,079 shares; 2026Q1: 7,460 shares 7,460 $725K 0.03% +381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,130 shares; 2025Q3: 8,911 shares; 2025Q4: 14,289 shares; 2026Q1: 14,878 shares 14,878 $725K 0.03% +589 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 4,803 shares; 2025Q3: 5,563 shares; 2025Q4: 4,175 shares; 2026Q1: 4,566 shares 4,566 $724K 0.03% +391 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,312 shares; 2025Q3: 39,130 shares; 2025Q4: 33,628 shares; 2026Q1: 36,471 shares 36,471 $720K 0.03% +2,843 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,272 shares; 2025Q1: 10,396 shares; 2025Q2: 9,326 shares; 2025Q3: 8,514 shares; 2025Q4: 11,430 shares; 2026Q1: 13,935 shares 13,935 $710K 0.03% +2,505 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,358 shares; 2025Q1: 7,679 shares; 2025Q2: 6,179 shares; 2025Q3: 14,174 shares; 2025Q4: 14,274 shares; 2026Q1: 13,674 shares 13,674 $708K 0.03% -600 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,920 shares; 2025Q1: 15,170 shares; 2025Q2: 16,215 shares; 2025Q3: 16,097 shares; 2025Q4: 15,128 shares; 2026Q1: 15,265 shares 15,265 $708K 0.03% +137 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: 4,098 shares; 2024Q4: 3,075 shares; 2025Q1: 2,392 shares; 2025Q2: 2,363 shares; 2025Q3: 2,138 shares; 2025Q4: 2,671 shares; 2026Q1: 2,717 shares 2,717 $707K 0.03% +46 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,146 shares; 2024Q4: 16,996 shares; 2025Q1: 11,653 shares; 2025Q2: 15,739 shares; 2025Q3: 31,565 shares; 2025Q4: 39,709 shares; 2026Q1: 14,236 shares 14,236 $706K 0.03% -25,473 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: 27,469 shares; 2024Q4: 12,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 26,738 shares; 2026Q1: 26,965 shares 26,965 $704K 0.03% +227 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,422 shares; 2025Q4: 7,499 shares; 2026Q1: 7,397 shares 7,397 $701K 0.03% -102 Timeline ULST 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: not reported; 2024Q4: 7,482 shares; 2025Q1: 7,915 shares; 2025Q2: 9,189 shares; 2025Q3: 11,097 shares; 2025Q4: 17,248 shares; 2026Q1: 17,283 shares 17,283 $700K 0.03% +35 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: 196 shares; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 160 shares; 2025Q3: 136 shares; 2025Q4: 175 shares; 2026Q1: 166 shares 166 $699K 0.03% -9 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: 6,787 shares; 2025Q3: 5,880 shares; 2025Q4: 5,468 shares; 2026Q1: 5,428 shares 5,428 $697K 0.03% -40 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: 5,855 shares; 2025Q2: 8,389 shares; 2025Q3: 11,753 shares; 2025Q4: 9,969 shares; 2026Q1: 13,004 shares 13,004 $694K 0.03% +3,035 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,260 shares; 2025Q1: 48,383 shares; 2025Q2: 59,395 shares; 2025Q3: 76,030 shares; 2025Q4: 76,939 shares; 2026Q1: 75,605 shares 75,605 $690K 0.03% -1,334 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: 16,940 shares; 2024Q4: 9,496 shares; 2025Q1: 9,907 shares; 2025Q2: 9,926 shares; 2025Q3: 10,019 shares; 2025Q4: 11,356 shares; 2026Q1: 11,137 shares 11,137 $688K 0.03% -219 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,795 shares 30,795 $686K 0.03% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 14,576 shares; 2025Q2: 14,449 shares; 2025Q3: 14,568 shares; 2025Q4: 13,912 shares; 2026Q1: 13,050 shares 13,050 $685K 0.03% -862 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: 36,671 shares; 2024Q4: 11,922 shares; 2025Q1: 37,235 shares; 2025Q2: 24,330 shares; 2025Q3: 24,167 shares; 2025Q4: 26,427 shares; 2026Q1: 7,868 shares 7,868 $682K 0.03% -18,559 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,425 shares; 2026Q1: 23,211 shares 23,211 $681K 0.03% -13,214 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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: 13,851 shares; 2026Q1: 14,469 shares 14,469 $679K 0.03% +618 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares 2,843 $672K 0.03% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 1,938 shares; 2025Q2: 1,869 shares; 2025Q3: 1,903 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares 3,880 $671K 0.03% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 20,641 shares; 2025Q1: 11,549 shares; 2025Q2: 9,977 shares; 2025Q3: 14,603 shares; 2025Q4: 14,527 shares; 2026Q1: 12,251 shares 12,251 $670K 0.03% -2,276 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,829 shares; 2026Q1: 10,416 shares 10,416 $669K 0.03% -413 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 6,179 shares; 2025Q1: 4,657 shares; 2025Q2: 4,639 shares; 2025Q3: 4,931 shares; 2025Q4: 9,818 shares; 2026Q1: 13,293 shares 13,293 $664K 0.03% +3,475 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,807 shares; 2025Q2: not reported; 2025Q3: 14,771 shares; 2025Q4: 48,031 shares; 2026Q1: 66,211 shares 66,211 $664K 0.03% +18,180 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 10,052 shares; 2025Q1: 10,052 shares; 2025Q2: 10,060 shares; 2025Q3: 10,397 shares; 2025Q4: 10,060 shares; 2026Q1: 10,988 shares 10,988 $663K 0.03% +928 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 3,576 shares; 2025Q1: 2,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares 5,586 $657K 0.03% new Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,801 shares; 2025Q1: 19,681 shares; 2025Q2: 19,281 shares; 2025Q3: 18,806 shares; 2025Q4: 17,006 shares; 2026Q1: 21,941 shares 21,941 $656K 0.03% +4,935 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 10,551 shares; 2025Q1: 11,636 shares; 2025Q2: 10,687 shares; 2025Q3: 11,158 shares; 2025Q4: 11,942 shares; 2026Q1: 11,607 shares 11,607 $654K 0.03% -335 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: 4,810 shares; 2024Q4: 3,115 shares; 2025Q1: 2,886 shares; 2025Q2: 2,793 shares; 2025Q3: 2,173 shares; 2025Q4: 3,309 shares; 2026Q1: 3,208 shares 3,208 $652K 0.03% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,086 shares; 2026Q1: 5,148 shares 5,148 $651K 0.03% +2,062 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 21,964 shares; 2025Q1: 16,091 shares; 2025Q2: 10,649 shares; 2025Q3: 24,575 shares; 2025Q4: 25,723 shares; 2026Q1: 32,252 shares 32,252 $647K 0.03% +6,529 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: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,990 shares; 2025Q2: 2,910 shares; 2025Q3: 3,017 shares; 2025Q4: 5,797 shares; 2026Q1: 5,450 shares 5,450 $645K 0.03% -347 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: 2,535 shares; 2024Q4: 1,807 shares; 2025Q1: 1,795 shares; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 5,449 shares 5,449 $644K 0.03% +3,709 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,546 shares 13,546 $644K 0.03% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,775 shares; 2024Q4: 12,508 shares; 2025Q1: 11,760 shares; 2025Q2: 11,760 shares; 2025Q3: 11,276 shares; 2025Q4: 10,971 shares; 2026Q1: 10,809 shares 10,809 $639K 0.03% -162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,737 shares; 2026Q1: 23,406 shares 23,406 $635K 0.03% +669 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 4,331 shares; 2025Q1: 4,064 shares; 2025Q2: 3,791 shares; 2025Q3: 3,414 shares; 2025Q4: 3,999 shares; 2026Q1: 2,602 shares 2,602 $632K 0.03% -1,397 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: not reported; 2024Q4: not reported; 2025Q1: 2,962 shares; 2025Q2: 1,729 shares; 2025Q3: 2,720 shares; 2025Q4: 3,362 shares; 2026Q1: 2,224 shares 2,224 $626K 0.03% -1,138 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: 7,844 shares; 2024Q4: 7,732 shares; 2025Q1: 7,278 shares; 2025Q2: 5,771 shares; 2025Q3: 4,568 shares; 2025Q4: 6,454 shares; 2026Q1: 10,565 shares 10,565 $626K 0.03% +4,111 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: 27,219 shares; 2024Q4: 38,944 shares; 2025Q1: 31,199 shares; 2025Q2: 12,318 shares; 2025Q3: 4,440 shares; 2025Q4: 7,552 shares; 2026Q1: 9,991 shares 9,991 $625K 0.03% +2,439 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: 7,457 shares; 2025Q4: 8,943 shares; 2026Q1: 12,559 shares 12,559 $624K 0.03% +3,616 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: 7,708 shares; 2024Q4: 4,117 shares; 2025Q1: 3,057 shares; 2025Q2: 2,338 shares; 2025Q3: 3,906 shares; 2025Q4: 3,951 shares; 2026Q1: 6,459 shares 6,459 $623K 0.03% +2,508 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,340 shares; 2025Q1: 37,946 shares; 2025Q2: 45,434 shares; 2025Q3: 46,290 shares; 2025Q4: 46,785 shares; 2026Q1: 48,374 shares 48,374 $623K 0.03% +1,589 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 569 shares 569 $622K 0.03% -11 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,051 shares; 2026Q1: 6,789 shares 6,789 $618K 0.03% +2,738 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: 72,950 shares; 2024Q4: 78,797 shares; 2025Q1: 24,780 shares; 2025Q2: 25,374 shares; 2025Q3: 20,914 shares; 2025Q4: 16,870 shares; 2026Q1: 26,945 shares 26,945 $617K 0.03% +10,075 Timeline