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: 379,125 shares; 2024Q4: 404,411 shares; 2025Q1: 374,616 shares; 2025Q2: 341,786 shares; 2025Q3: 327,576 shares; 2025Q4: 582,138 shares; 2026Q1: 466,712 shares 466,712 $82.4M 4.39% -115,426 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,382 shares; 2024Q4: 197,532 shares; 2025Q1: 183,740 shares; 2025Q2: 173,259 shares; 2025Q3: 155,892 shares; 2025Q4: 283,444 shares; 2026Q1: 233,285 shares 233,285 $59.4M 3.17% -50,159 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: 120,049 shares; 2024Q4: 133,186 shares; 2025Q1: 111,172 shares; 2025Q2: 66,051 shares; 2025Q3: 38,029 shares; 2025Q4: 89,095 shares; 2026Q1: 84,882 shares 84,882 $55.7M 2.97% -4,213 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: 137,191 shares; 2024Q4: 147,547 shares; 2025Q1: 133,522 shares; 2025Q2: 134,218 shares; 2025Q3: 121,159 shares; 2025Q4: 272,439 shares; 2026Q1: 221,772 shares 221,772 $46.4M 2.48% -50,667 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: 40,157 shares; 2024Q4: 40,227 shares; 2025Q1: 39,607 shares; 2025Q2: 42,513 shares; 2025Q3: 40,754 shares; 2025Q4: 69,372 shares; 2026Q1: 60,317 shares 60,317 $39.5M 2.1% -9,055 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: 29,221 shares; 2024Q4: 26,988 shares; 2025Q1: 33,940 shares; 2025Q2: 36,135 shares; 2025Q3: 34,852 shares; 2025Q4: 43,102 shares; 2026Q1: 56,278 shares 56,278 $33.8M 1.8% +13,176 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: 58,559 shares; 2024Q4: 61,000 shares; 2025Q1: 58,898 shares; 2025Q2: 57,178 shares; 2025Q3: 51,584 shares; 2025Q4: 100,847 shares; 2026Q1: 83,957 shares 83,957 $31.1M 1.66% -16,890 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: 39,757 shares; 2024Q4: 41,516 shares; 2025Q1: 40,180 shares; 2025Q2: 33,096 shares; 2025Q3: 41,700 shares; 2025Q4: 54,997 shares; 2026Q1: 49,860 shares 49,860 $29M 1.55% -5,137 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: 19,572 shares; 2024Q4: 24,930 shares; 2025Q1: 20,210 shares; 2025Q2: 24,123 shares; 2025Q3: 24,996 shares; 2025Q4: 66,566 shares; 2026Q1: 65,044 shares 65,044 $24.4M 1.3% -1,522 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,569 shares; 2024Q4: 47,996 shares; 2025Q1: 48,996 shares; 2025Q2: 47,608 shares; 2025Q3: 44,053 shares; 2025Q4: 46,247 shares; 2026Q1: 404,601 shares 404,601 $23.6M 1.26% +358,354 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: 90,521 shares; 2024Q4: 91,757 shares; 2025Q1: 90,873 shares; 2025Q2: 75,779 shares; 2025Q3: 66,521 shares; 2025Q4: 99,974 shares; 2026Q1: 65,056 shares 65,056 $19.2M 1.02% -34,918 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: 31,810 shares; 2024Q4: 34,380 shares; 2025Q1: 36,160 shares; 2025Q2: 39,420 shares; 2025Q3: 39,912 shares; 2025Q4: 80,160 shares; 2026Q1: 60,753 shares 60,753 $19M 1.02% -19,407 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: 38,858 shares; 2024Q4: 49,518 shares; 2025Q1: 44,639 shares; 2025Q2: 39,222 shares; 2025Q3: 29,725 shares; 2025Q4: 57,958 shares; 2026Q1: 54,134 shares 54,134 $15.8M 0.84% -3,824 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,079 shares; 2026Q1: 201,990 shares 201,990 $14.4M 0.77% +19,911 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: 11,483 shares; 2024Q4: 12,212 shares; 2025Q1: 12,209 shares; 2025Q2: 12,297 shares; 2025Q3: 11,429 shares; 2025Q4: 27,696 shares; 2026Q1: 24,193 shares 24,193 $14.2M 0.76% -3,503 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: 24,677 shares; 2024Q4: 25,273 shares; 2025Q1: 25,018 shares; 2025Q2: 25,438 shares; 2025Q3: 23,801 shares; 2025Q4: 30,888 shares; 2026Q1: 28,165 shares 28,165 $13.5M 0.72% -2,723 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: 9,609 shares; 2024Q4: 9,989 shares; 2025Q1: 10,193 shares; 2025Q2: 10,815 shares; 2025Q3: 11,662 shares; 2025Q4: 28,071 shares; 2026Q1: 30,435 shares 30,435 $13.2M 0.71% +2,364 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: 98,760 shares; 2024Q4: 98,220 shares; 2025Q1: 108,519 shares; 2025Q2: 115,946 shares; 2025Q3: 86,192 shares; 2025Q4: 385,809 shares; 2026Q1: 388,961 shares 388,961 $13.2M 0.7% +3,152 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,589 shares; 2025Q4: 276,561 shares; 2026Q1: 232,526 shares 232,526 $13.1M 0.7% -44,035 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: 42,458 shares; 2024Q4: 30,650 shares; 2025Q1: 34,578 shares; 2025Q2: 43,086 shares; 2025Q3: 41,507 shares; 2025Q4: 94,788 shares; 2026Q1: 83,906 shares 83,906 $12.4M 0.66% -10,882 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: 76,333 shares; 2024Q4: 74,555 shares; 2025Q1: 41,428 shares; 2025Q2: 38,522 shares; 2025Q3: 35,023 shares; 2025Q4: 72,057 shares; 2026Q1: 70,627 shares 70,627 $11.6M 0.62% -1,430 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: 28,456 shares; 2024Q4: 31,437 shares; 2025Q1: 26,603 shares; 2025Q2: 28,156 shares; 2025Q3: 24,723 shares; 2025Q4: 36,600 shares; 2026Q1: 35,469 shares 35,469 $11.4M 0.61% -1,131 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: 38,795 shares; 2024Q4: 39,042 shares; 2025Q1: 38,723 shares; 2025Q2: 39,615 shares; 2025Q3: 39,136 shares; 2025Q4: 60,969 shares; 2026Q1: 58,068 shares 58,068 $11.4M 0.61% -2,901 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: 20,298 shares; 2024Q4: 19,417 shares; 2025Q1: 20,049 shares; 2025Q2: 20,763 shares; 2025Q3: 21,152 shares; 2025Q4: 50,912 shares; 2026Q1: 51,418 shares 51,418 $11.2M 0.6% +506 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: 5,995 shares; 2024Q4: 6,439 shares; 2025Q1: 6,176 shares; 2025Q2: 6,132 shares; 2025Q3: 5,798 shares; 2025Q4: 31,630 shares; 2026Q1: 58,822 shares 58,822 $11.2M 0.6% +27,192 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: 8,602 shares; 2024Q4: 8,634 shares; 2025Q1: 9,695 shares; 2025Q2: 9,699 shares; 2025Q3: 9,702 shares; 2025Q4: 18,815 shares; 2026Q1: 141,288 shares 141,288 $10.7M 0.57% +122,473 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: 108,919 shares; 2024Q4: 113,520 shares; 2025Q1: 118,617 shares; 2025Q2: 112,340 shares; 2025Q3: 112,999 shares; 2025Q4: 150,528 shares; 2026Q1: 155,193 shares 155,193 $10.7M 0.57% +4,665 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: 35,361 shares; 2024Q4: 42,806 shares; 2025Q1: 42,511 shares; 2025Q2: 38,101 shares; 2025Q3: 36,344 shares; 2025Q4: 79,717 shares; 2026Q1: 82,063 shares 82,063 $10.2M 0.55% +2,346 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: 4,191 shares; 2024Q4: 4,524 shares; 2025Q1: 4,719 shares; 2025Q2: 7,816 shares; 2025Q3: 7,929 shares; 2025Q4: 187,629 shares; 2026Q1: 206,189 shares 206,189 $10.2M 0.54% +18,560 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: 10,851 shares; 2024Q4: 11,041 shares; 2025Q1: 10,361 shares; 2025Q2: 7,327 shares; 2025Q3: 7,333 shares; 2025Q4: 78,429 shares; 2026Q1: 70,842 shares 70,842 $10.1M 0.54% -7,587 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: 13,202 shares; 2024Q4: 21,535 shares; 2025Q1: 24,042 shares; 2025Q2: 28,981 shares; 2025Q3: 68,283 shares; 2025Q4: 228,176 shares; 2026Q1: 229,364 shares 229,364 $9.83M 0.52% +1,188 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: 21,259 shares; 2024Q4: 20,956 shares; 2025Q1: 19,427 shares; 2025Q2: 18,945 shares; 2025Q3: 18,663 shares; 2025Q4: 68,205 shares; 2026Q1: 164,228 shares 164,228 $9.82M 0.52% +96,023 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: 26,145 shares; 2024Q4: 26,694 shares; 2025Q1: 25,753 shares; 2025Q2: 25,846 shares; 2025Q3: 24,258 shares; 2025Q4: 79,836 shares; 2026Q1: 72,306 shares 72,306 $9.74M 0.52% -7,530 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: 17,396 shares; 2024Q4: 18,199 shares; 2025Q1: 16,930 shares; 2025Q2: 15,517 shares; 2025Q3: 15,160 shares; 2025Q4: 21,184 shares; 2026Q1: 20,415 shares 20,415 $9.58M 0.51% -769 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,074 shares; 2024Q4: 147,039 shares; 2025Q1: 146,189 shares; 2025Q2: 136,139 shares; 2025Q3: 136,139 shares; 2025Q4: 150,593 shares; 2026Q1: 140,193 shares 140,193 $9.51M 0.51% -10,400 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,792 shares; 2026Q1: 383,887 shares 383,887 $9.5M 0.51% -21,905 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,504 shares; 2025Q3: 237,819 shares; 2025Q4: 286,374 shares; 2026Q1: 82,905 shares 82,905 $9.43M 0.5% -203,469 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,439 shares; 2024Q4: 50,935 shares; 2025Q1: 51,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,180 shares; 2026Q1: 37,866 shares 37,866 $9.43M 0.5% +18,686 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,850 shares; 2024Q4: 799,950 shares; 2025Q1: 691,250 shares; 2025Q2: 714,200 shares; 2025Q3: 707,900 shares; 2025Q4: 753,550 shares; 2026Q1: 736,000 shares 736,000 $9.37M 0.5% -17,550 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: 1,883 shares; 2024Q4: 2,418 shares; 2025Q1: 2,831 shares; 2025Q2: 2,590 shares; 2025Q3: 2,477 shares; 2025Q4: 38,940 shares; 2026Q1: 38,084 shares 38,084 $9.16M 0.49% -856 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: 4,956 shares; 2024Q4: 5,422 shares; 2025Q1: 4,585 shares; 2025Q2: 3,959 shares; 2025Q3: 3,883 shares; 2025Q4: 7,389 shares; 2026Q1: 9,464 shares 9,464 $8.84M 0.47% +2,075 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: 5,710 shares; 2024Q4: 6,324 shares; 2025Q1: 5,701 shares; 2025Q2: 5,576 shares; 2025Q3: 5,762 shares; 2025Q4: 153,754 shares; 2026Q1: 150,550 shares 150,550 $8.82M 0.47% -3,204 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,338 shares; 2024Q4: 262,938 shares; 2025Q1: 298,040 shares; 2025Q2: 301,376 shares; 2025Q3: 342,525 shares; 2025Q4: 346,609 shares; 2026Q1: 342,440 shares 342,440 $8.41M 0.45% -4,169 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: 65,580 shares; 2024Q4: 62,766 shares; 2025Q1: 60,895 shares; 2025Q2: 62,894 shares; 2025Q3: 43,605 shares; 2025Q4: 58,434 shares; 2026Q1: 40,097 shares 40,097 $8M 0.43% -18,337 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: 14,272 shares; 2024Q4: 14,424 shares; 2025Q1: 13,978 shares; 2025Q2: 13,893 shares; 2025Q3: 13,786 shares; 2025Q4: 32,221 shares; 2026Q1: 24,269 shares 24,269 $7.99M 0.43% -7,952 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: 200,738 shares; 2024Q4: 202,256 shares; 2025Q1: 203,588 shares; 2025Q2: 73,754 shares; 2025Q3: 153,166 shares; 2025Q4: 153,422 shares; 2026Q1: 143,560 shares 143,560 $7.95M 0.42% -9,862 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: 4,806 shares; 2024Q4: 4,749 shares; 2025Q1: 2,906 shares; 2025Q2: 2,913 shares; 2025Q3: 2,777 shares; 2025Q4: 7,884 shares; 2026Q1: 7,774 shares 7,774 $7.75M 0.41% -110 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: 31,443 shares; 2024Q4: 31,944 shares; 2025Q1: 30,504 shares; 2025Q2: 30,081 shares; 2025Q3: 27,490 shares; 2025Q4: 41,382 shares; 2026Q1: 25,270 shares 25,270 $7.45M 0.4% -16,112 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: 42,318 shares; 2024Q4: 33,738 shares; 2025Q1: 31,665 shares; 2025Q2: 31,367 shares; 2025Q3: 50,692 shares; 2025Q4: 526,656 shares; 2026Q1: 108,876 shares 108,876 $7.42M 0.4% -417,780 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: 7,389 shares; 2024Q4: 10,091 shares; 2025Q1: 9,883 shares; 2025Q2: 11,515 shares; 2025Q3: 10,724 shares; 2025Q4: 15,271 shares; 2026Q1: 15,828 shares 15,828 $7.36M 0.39% +557 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,507 shares; 2026Q1: 231,418 shares 231,418 $7.35M 0.39% +34,911 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: 2,636 shares; 2024Q4: 2,859 shares; 2025Q1: 3,108 shares; 2025Q2: 3,244 shares; 2025Q3: 4,046 shares; 2025Q4: 43,083 shares; 2026Q1: 42,646 shares 42,646 $7.12M 0.38% -437 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: 48,610 shares; 2024Q4: 49,392 shares; 2025Q1: 48,896 shares; 2025Q2: 50,281 shares; 2025Q3: 52,485 shares; 2025Q4: 102,463 shares; 2026Q1: 108,453 shares 108,453 $7.03M 0.37% +5,990 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: 2,520 shares; 2024Q4: 7,663 shares; 2025Q1: 8,903 shares; 2025Q2: 12,259 shares; 2025Q3: 11,486 shares; 2025Q4: 19,709 shares; 2026Q1: 20,118 shares 20,118 $6.85M 0.37% +409 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: 34,304 shares; 2024Q4: 40,422 shares; 2025Q1: 39,347 shares; 2025Q2: 37,113 shares; 2025Q3: 30,999 shares; 2025Q4: 92,136 shares; 2026Q1: 110,542 shares 110,542 $6.58M 0.35% +18,406 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: 15,569 shares; 2024Q4: 16,948 shares; 2025Q1: 16,286 shares; 2025Q2: 15,210 shares; 2025Q3: 11,981 shares; 2025Q4: 30,879 shares; 2026Q1: 29,784 shares 29,784 $6.44M 0.34% -1,095 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: 65,435 shares; 2024Q4: 73,839 shares; 2025Q1: 72,558 shares; 2025Q2: 65,169 shares; 2025Q3: 67,378 shares; 2025Q4: 130,739 shares; 2026Q1: 128,105 shares 128,105 $6.33M 0.34% -2,634 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: 6,420 shares; 2025Q1: 6,764 shares; 2025Q2: 7,119 shares; 2025Q3: 6,854 shares; 2025Q4: 31,022 shares; 2026Q1: 29,125 shares 29,125 $6.29M 0.34% -1,897 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: 9,222 shares; 2024Q4: 10,553 shares; 2025Q1: 5,263 shares; 2025Q2: 9,550 shares; 2025Q3: 12,801 shares; 2025Q4: 52,668 shares; 2026Q1: 52,385 shares 52,385 $6.21M 0.33% -283 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,245 shares; 2025Q1: 9,929 shares; 2025Q2: 4,211 shares; 2025Q3: 3,764 shares; 2025Q4: 114,865 shares; 2026Q1: 98,809 shares 98,809 $6.18M 0.33% -16,056 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: 102,378 shares; 2024Q4: 102,342 shares; 2025Q1: 100,898 shares; 2025Q2: 99,782 shares; 2025Q3: 109,796 shares; 2025Q4: 136,387 shares; 2026Q1: 130,731 shares 130,731 $6.16M 0.33% -5,656 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: 5,658 shares; 2024Q4: 5,659 shares; 2025Q1: 5,203 shares; 2025Q2: 6,624 shares; 2025Q3: 6,637 shares; 2025Q4: 8,392 shares; 2026Q1: 112,663 shares 112,663 $5.92M 0.32% +104,271 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: 67,538 shares; 2024Q4: 62,352 shares; 2025Q1: 48,117 shares; 2025Q2: 47,027 shares; 2025Q3: 47,159 shares; 2025Q4: 143,017 shares; 2026Q1: 297,778 shares 297,778 $5.72M 0.31% +154,761 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 40,399 shares; 2026Q1: 185,040 shares 185,040 $5.58M 0.3% +144,641 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: 11,940 shares; 2024Q4: 13,063 shares; 2025Q1: 12,021 shares; 2025Q2: 11,372 shares; 2025Q3: 11,726 shares; 2025Q4: 30,052 shares; 2026Q1: 37,938 shares 37,938 $5.55M 0.3% +7,886 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: 5,412 shares; 2024Q4: 9,324 shares; 2025Q1: 8,166 shares; 2025Q2: 4,956 shares; 2025Q3: 5,915 shares; 2025Q4: 13,763 shares; 2026Q1: 17,901 shares 17,901 $5.55M 0.3% +4,138 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,167 shares; 2025Q1: 3,287 shares; 2025Q2: 3,436 shares; 2025Q3: 3,748 shares; 2025Q4: 5,236 shares; 2026Q1: 6,176 shares 6,176 $5.53M 0.3% +940 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: 5,999 shares; 2024Q4: 5,294 shares; 2025Q1: 4,515 shares; 2025Q2: 4,559 shares; 2025Q3: 4,212 shares; 2025Q4: 6,988 shares; 2026Q1: 7,677 shares 7,677 $5.53M 0.3% +689 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: 29,282 shares; 2024Q4: 31,968 shares; 2025Q1: 46,375 shares; 2025Q2: 57,741 shares; 2025Q3: 61,456 shares; 2025Q4: 76,515 shares; 2026Q1: 54,931 shares 54,931 $5.44M 0.29% -21,584 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: 2,706 shares; 2024Q4: 2,676 shares; 2025Q1: 5,854 shares; 2025Q2: 6,408 shares; 2025Q3: 6,416 shares; 2025Q4: 10,006 shares; 2026Q1: 6,347 shares 6,347 $5.41M 0.29% -3,659 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: 30,673 shares; 2024Q4: 30,761 shares; 2025Q1: 30,244 shares; 2025Q2: 30,722 shares; 2025Q3: 25,667 shares; 2025Q4: 36,126 shares; 2026Q1: 22,040 shares 22,040 $5.38M 0.29% -14,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,172 shares; 2026Q1: 76,921 shares 76,921 $5.3M 0.28% +3,749 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,509 shares; 2024Q4: 8,157 shares; 2025Q1: 8,167 shares; 2025Q2: 6,701 shares; 2025Q3: 6,297 shares; 2025Q4: 69,118 shares; 2026Q1: 114,115 shares 114,115 $5.15M 0.27% +44,997 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: 17,965 shares; 2024Q4: 59,244 shares; 2025Q1: 62,040 shares; 2025Q2: 69,614 shares; 2025Q3: 66,695 shares; 2025Q4: 146,092 shares; 2026Q1: 165,086 shares 165,086 $5.05M 0.27% +18,994 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,440 shares 207,440 $5.02M 0.27% new 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: 4,006 shares; 2024Q4: 4,084 shares; 2025Q1: 4,358 shares; 2025Q2: 4,229 shares; 2025Q3: 4,205 shares; 2025Q4: 57,597 shares; 2026Q1: 48,043 shares 48,043 $5.02M 0.27% -9,554 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: 23,384 shares; 2024Q4: 21,443 shares; 2025Q1: 25,829 shares; 2025Q2: 24,571 shares; 2025Q3: 21,987 shares; 2025Q4: 30,168 shares; 2026Q1: 23,670 shares 23,670 $4.9M 0.26% -6,498 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: 3,188 shares; 2024Q4: 3,688 shares; 2025Q1: 4,063 shares; 2025Q2: 6,288 shares; 2025Q3: 5,807 shares; 2025Q4: 16,002 shares; 2026Q1: 12,322 shares 12,322 $4.83M 0.26% -3,680 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: 134,635 shares; 2024Q4: 147,414 shares; 2025Q1: 136,050 shares; 2025Q2: 121,470 shares; 2025Q3: 98,555 shares; 2025Q4: 163,711 shares; 2026Q1: 168,481 shares 168,481 $4.81M 0.26% +4,770 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: 46,913 shares; 2024Q4: 46,677 shares; 2025Q1: 45,800 shares; 2025Q2: 45,700 shares; 2025Q3: 45,710 shares; 2025Q4: 46,046 shares; 2026Q1: 44,713 shares 44,713 $4.74M 0.25% -1,333 Timeline FTSL 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: 62,650 shares; 2024Q4: 86,508 shares; 2025Q1: 91,241 shares; 2025Q2: 91,893 shares; 2025Q3: 89,368 shares; 2025Q4: 96,182 shares; 2026Q1: 103,919 shares 103,919 $4.66M 0.25% +7,737 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: 23,905 shares; 2024Q4: 15,335 shares; 2025Q1: 13,081 shares; 2025Q2: 11,673 shares; 2025Q3: 8,529 shares; 2025Q4: 21,536 shares; 2026Q1: 37,767 shares 37,767 $4.55M 0.24% +16,231 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 90,950 shares; 2026Q1: 212,835 shares 212,835 $4.46M 0.24% +121,885 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: 3,299 shares; 2024Q4: 3,285 shares; 2025Q1: 3,358 shares; 2025Q2: 3,386 shares; 2025Q3: 3,293 shares; 2025Q4: 4,818 shares; 2026Q1: 6,214 shares 6,214 $4.39M 0.23% +1,396 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: 6,946 shares; 2024Q4: 4,652 shares; 2025Q1: 3,497 shares; 2025Q2: 3,814 shares; 2025Q3: 4,175 shares; 2025Q4: 47,080 shares; 2026Q1: 47,703 shares 47,703 $4.37M 0.23% +623 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: 2,114 shares; 2024Q4: 2,000 shares; 2025Q1: 1,574 shares; 2025Q2: 1,644 shares; 2025Q3: 1,629 shares; 2025Q4: 8,647 shares; 2026Q1: 19,104 shares 19,104 $4.22M 0.22% +10,457 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: 132,296 shares; 2024Q4: 129,145 shares; 2025Q1: 109,212 shares; 2025Q2: 110,195 shares; 2025Q3: 206,804 shares; 2025Q4: 294,468 shares; 2026Q1: 416,768 shares 416,768 $4.21M 0.22% +122,300 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: 6,088 shares; 2024Q4: 6,854 shares; 2025Q1: 6,527 shares; 2025Q2: 5,404 shares; 2025Q3: 4,901 shares; 2025Q4: 19,479 shares; 2026Q1: 33,769 shares 33,769 $4.2M 0.22% +14,290 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: 34,415 shares; 2024Q4: 33,418 shares; 2025Q1: 33,507 shares; 2025Q2: 29,181 shares; 2025Q3: 58,456 shares; 2025Q4: 62,045 shares; 2026Q1: 28,133 shares 28,133 $4.15M 0.22% -33,912 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: 7,099 shares; 2024Q4: 6,794 shares; 2025Q1: 8,336 shares; 2025Q2: 6,425 shares; 2025Q3: 5,546 shares; 2025Q4: 27,971 shares; 2026Q1: 55,076 shares 55,076 $4.12M 0.22% +27,105 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: 12,122 shares; 2024Q4: 12,065 shares; 2025Q1: 12,085 shares; 2025Q2: 12,437 shares; 2025Q3: 9,575 shares; 2025Q4: 10,401 shares; 2026Q1: 53,041 shares 53,041 $4.1M 0.22% +42,640 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,284 shares; 2025Q1: 125,979 shares; 2025Q2: 86,818 shares; 2025Q3: 92,924 shares; 2025Q4: 45,164 shares; 2026Q1: 47,453 shares 47,453 $4.07M 0.22% +2,289 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: 2,751 shares; 2024Q4: 2,521 shares; 2025Q1: 2,422 shares; 2025Q2: 4,593 shares; 2025Q3: 2,026 shares; 2025Q4: 10,316 shares; 2026Q1: 9,878 shares 9,878 $4.07M 0.22% -438 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: 2,123 shares; 2024Q4: 2,224 shares; 2025Q1: 2,168 shares; 2025Q2: 2,843 shares; 2025Q3: 2,629 shares; 2025Q4: 53,482 shares; 2026Q1: 42,213 shares 42,213 $4.04M 0.22% -11,269 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: 20,747 shares; 2024Q4: 24,665 shares; 2025Q1: 23,838 shares; 2025Q2: 19,639 shares; 2025Q3: 18,420 shares; 2025Q4: 31,658 shares; 2026Q1: 51,657 shares 51,657 $4.01M 0.21% +19,999 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: 10,196 shares; 2024Q4: 10,243 shares; 2025Q1: 11,212 shares; 2025Q2: 10,988 shares; 2025Q3: 9,920 shares; 2025Q4: 14,924 shares; 2026Q1: 29,724 shares 29,724 $3.99M 0.21% +14,800 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 3,021 shares; 2025Q2: 3,397 shares; 2025Q3: 3,391 shares; 2025Q4: 7,157 shares; 2026Q1: 11,038 shares 11,038 $3.98M 0.21% +3,881 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 742 shares; 2025Q3: 674 shares; 2025Q4: 32,890 shares; 2026Q1: 31,523 shares 31,523 $3.93M 0.21% -1,367 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 1,632 shares; 2025Q3: 1,857 shares; 2025Q4: 14,291 shares; 2026Q1: 13,637 shares 13,637 $3.92M 0.21% -654 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: 61,392 shares; 2024Q4: 60,973 shares; 2025Q1: 61,692 shares; 2025Q2: 55,142 shares; 2025Q3: 49,491 shares; 2025Q4: 56,225 shares; 2026Q1: 15,268 shares 15,268 $3.9M 0.21% -40,957 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: 9,351 shares; 2024Q4: 9,050 shares; 2025Q1: 9,246 shares; 2025Q2: 9,087 shares; 2025Q3: 8,882 shares; 2025Q4: 13,322 shares; 2026Q1: 13,202 shares 13,202 $3.82M 0.2% -120 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: 2,994 shares; 2024Q4: 3,062 shares; 2025Q1: 3,109 shares; 2025Q2: 3,435 shares; 2025Q3: 3,142 shares; 2025Q4: 11,527 shares; 2026Q1: 10,885 shares 10,885 $3.76M 0.2% -642 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: 42,268 shares; 2024Q4: 41,899 shares; 2025Q1: 39,022 shares; 2025Q2: 37,721 shares; 2025Q3: 35,694 shares; 2025Q4: 53,844 shares; 2026Q1: 19,291 shares 19,291 $3.73M 0.2% -34,553 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: 51,446 shares; 2024Q4: 47,190 shares; 2025Q1: 42,833 shares; 2025Q2: 47,770 shares; 2025Q3: 44,038 shares; 2025Q4: 65,196 shares; 2026Q1: 65,896 shares 65,896 $3.72M 0.2% +700 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: 113,110 shares; 2024Q4: 106,923 shares; 2025Q1: 85,961 shares; 2025Q2: 83,708 shares; 2025Q3: 79,907 shares; 2025Q4: 143,951 shares; 2026Q1: 130,915 shares 130,915 $3.71M 0.2% -13,036 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: 3,838 shares; 2024Q4: 4,038 shares; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 3,384 shares; 2025Q4: 5,292 shares; 2026Q1: 12,038 shares 12,038 $3.65M 0.19% +6,746 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,960 shares; 2024Q4: 153,862 shares; 2025Q1: 153,828 shares; 2025Q2: 153,428 shares; 2025Q3: 148,749 shares; 2025Q4: 151,136 shares; 2026Q1: 144,210 shares 144,210 $3.61M 0.19% -6,926 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: 10,615 shares; 2024Q4: 11,970 shares; 2025Q1: 12,301 shares; 2025Q2: 12,095 shares; 2025Q3: 12,705 shares; 2025Q4: 29,722 shares; 2026Q1: 31,373 shares 31,373 $3.58M 0.19% +1,651 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: 18,746 shares; 2024Q4: 22,061 shares; 2025Q1: 21,435 shares; 2025Q2: 18,853 shares; 2025Q3: 17,787 shares; 2025Q4: 29,711 shares; 2026Q1: 23,962 shares 23,962 $3.53M 0.19% -5,749 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: 18,325 shares; 2024Q4: 16,986 shares; 2025Q1: 70,143 shares; 2025Q2: 46,171 shares; 2025Q3: 25,298 shares; 2025Q4: 32,594 shares; 2026Q1: 63,796 shares 63,796 $3.43M 0.18% +31,202 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: 15,187 shares; 2024Q4: 15,106 shares; 2025Q1: 11,157 shares; 2025Q2: 9,512 shares; 2025Q3: 10,614 shares; 2025Q4: 12,866 shares; 2026Q1: 13,952 shares 13,952 $3.39M 0.18% +1,086 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,737 shares; 2024Q4: 132,517 shares; 2025Q1: 142,186 shares; 2025Q2: 142,186 shares; 2025Q3: 138,092 shares; 2025Q4: 140,077 shares; 2026Q1: 132,821 shares 132,821 $3.37M 0.18% -7,256 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,674 shares; 2024Q4: 76,185 shares; 2025Q1: 70,899 shares; 2025Q2: 83,538 shares; 2025Q3: 64,300 shares; 2025Q4: 217,676 shares; 2026Q1: 71,414 shares 71,414 $3.35M 0.18% -146,262 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: 9,535 shares; 2024Q4: 10,902 shares; 2025Q1: 11,997 shares; 2025Q2: 10,379 shares; 2025Q3: 9,784 shares; 2025Q4: 13,212 shares; 2026Q1: 17,243 shares 17,243 $3.32M 0.18% +4,031 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 7,051 shares; 2026Q1: 59,138 shares 59,138 $3.3M 0.18% +52,087 Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,061 shares; 2026Q1: 212,971 shares 212,971 $3.28M 0.17% +124,910 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: 3,411 shares; 2024Q4: 3,471 shares; 2025Q1: 2,679 shares; 2025Q2: 2,935 shares; 2025Q3: 2,877 shares; 2025Q4: 19,745 shares; 2026Q1: 13,156 shares 13,156 $3.27M 0.17% -6,589 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: 17,348 shares; 2024Q4: 17,529 shares; 2025Q1: 14,017 shares; 2025Q2: 15,798 shares; 2025Q3: 11,490 shares; 2025Q4: 25,215 shares; 2026Q1: 22,430 shares 22,430 $3.23M 0.17% -2,785 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 62,080 shares; 2026Q1: 60,995 shares 60,995 $3.21M 0.17% -1,085 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: 48,378 shares; 2024Q4: 50,323 shares; 2025Q1: 56,983 shares; 2025Q2: 48,469 shares; 2025Q3: 45,166 shares; 2025Q4: 67,513 shares; 2026Q1: 64,422 shares 64,422 $3.2M 0.17% -3,091 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: 26,339 shares; 2024Q4: 24,049 shares; 2025Q1: 15,214 shares; 2025Q2: 15,425 shares; 2025Q3: 15,279 shares; 2025Q4: 43,986 shares; 2026Q1: 84,146 shares 84,146 $3.17M 0.17% +40,160 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: 18,854 shares; 2024Q4: 19,057 shares; 2025Q1: 18,640 shares; 2025Q2: 18,109 shares; 2025Q3: 17,742 shares; 2025Q4: 20,632 shares; 2026Q1: 21,158 shares 21,158 $3.13M 0.17% +526 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: not reported; 2025Q4: 30,203 shares; 2026Q1: 29,014 shares 29,014 $3.08M 0.16% -1,189 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: 28,980 shares; 2024Q4: 22,475 shares; 2025Q1: 16,473 shares; 2025Q2: 26,556 shares; 2025Q3: 27,796 shares; 2025Q4: 54,612 shares; 2026Q1: 54,533 shares 54,533 $3.03M 0.16% -79 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,218 shares; 2026Q1: 69,421 shares 69,421 $3.03M 0.16% -797 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,572 shares; 2026Q1: 37,074 shares 37,074 $3.01M 0.16% -1,498 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,057 shares; 2026Q1: 46,251 shares 46,251 $2.99M 0.16% -21,806 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: 7,041 shares; 2024Q4: 9,608 shares; 2025Q1: 8,924 shares; 2025Q2: 7,994 shares; 2025Q3: 6,149 shares; 2025Q4: 9,965 shares; 2026Q1: 9,595 shares 9,595 $2.96M 0.16% -370 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: 8,959 shares; 2024Q4: 9,209 shares; 2025Q1: 9,010 shares; 2025Q2: 5,590 shares; 2025Q3: 5,617 shares; 2025Q4: 8,034 shares; 2026Q1: 7,706 shares 7,706 $2.93M 0.16% -328 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,748 shares; 2024Q4: 46,687 shares; 2025Q1: 71,871 shares; 2025Q2: 71,685 shares; 2025Q3: 43,272 shares; 2025Q4: 72,949 shares; 2026Q1: 81,570 shares 81,570 $2.9M 0.15% +8,621 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,900 shares; 2024Q4: 772,800 shares; 2025Q1: 797,400 shares; 2025Q2: 819,075 shares; 2025Q3: 919,375 shares; 2025Q4: 1,199,250 shares; 2026Q1: 1,397,525 shares 1,397,525 $2.89M 0.15% +198,275 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: 9,638 shares; 2024Q4: 7,456 shares; 2025Q1: 7,009 shares; 2025Q2: 7,459 shares; 2025Q3: 7,350 shares; 2025Q4: 82,620 shares; 2026Q1: 32,450 shares 32,450 $2.88M 0.15% -50,170 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: 4,798 shares; 2024Q4: 5,496 shares; 2025Q1: 5,182 shares; 2025Q2: 4,696 shares; 2025Q3: 4,163 shares; 2025Q4: 10,042 shares; 2026Q1: 9,174 shares 9,174 $2.73M 0.15% -868 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 116,950 shares; 2026Q1: 127,150 shares 127,150 $2.68M 0.14% +10,200 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: 467 shares; 2024Q4: 649 shares; 2025Q1: 715 shares; 2025Q2: 735 shares; 2025Q3: 537 shares; 2025Q4: 897 shares; 2026Q1: 1,982 shares 1,982 $2.65M 0.14% +1,085 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,307 shares; 2024Q4: 37,308 shares; 2025Q1: 52,309 shares; 2025Q2: 52,609 shares; 2025Q3: 64,810 shares; 2025Q4: 65,109 shares; 2026Q1: 65,056 shares 65,056 $2.64M 0.14% -53 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 7,942 shares; 2025Q1: 7,854 shares; 2025Q2: 7,838 shares; 2025Q3: 7,487 shares; 2025Q4: 7,258 shares; 2026Q1: 7,276 shares 7,276 $2.61M 0.14% +18 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,200 shares; 2024Q4: 192,900 shares; 2025Q1: 162,100 shares; 2025Q2: 191,100 shares; 2025Q3: 185,400 shares; 2025Q4: 138,810 shares; 2026Q1: 73,290 shares 73,290 $2.59M 0.14% -65,520 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: 3,324 shares; 2024Q4: 3,267 shares; 2025Q1: 2,938 shares; 2025Q2: 2,798 shares; 2025Q3: 2,814 shares; 2025Q4: 11,489 shares; 2026Q1: 22,906 shares 22,906 $2.58M 0.14% +11,417 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: 9,725 shares; 2024Q4: 11,677 shares; 2025Q1: 11,416 shares; 2025Q2: 11,617 shares; 2025Q3: 11,330 shares; 2025Q4: 46,759 shares; 2026Q1: 60,379 shares 60,379 $2.56M 0.14% +13,620 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: 5,532 shares; 2024Q4: 5,136 shares; 2025Q1: 5,135 shares; 2025Q2: 5,621 shares; 2025Q3: 6,150 shares; 2025Q4: 9,184 shares; 2026Q1: 7,582 shares 7,582 $2.55M 0.14% -1,602 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: 3,451 shares; 2024Q4: 3,667 shares; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 2,145 shares; 2025Q4: 9,198 shares; 2026Q1: 23,417 shares 23,417 $2.52M 0.13% +14,219 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: 25,826 shares; 2024Q4: 51,174 shares; 2025Q1: 50,066 shares; 2025Q2: 49,979 shares; 2025Q3: 51,045 shares; 2025Q4: 58,398 shares; 2026Q1: 15,615 shares 15,615 $2.51M 0.13% -42,783 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: 18,931 shares; 2024Q4: 19,828 shares; 2025Q1: 19,682 shares; 2025Q2: 19,722 shares; 2025Q3: 19,354 shares; 2025Q4: 22,658 shares; 2026Q1: 21,186 shares 21,186 $2.5M 0.13% -1,472 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: 24,758 shares; 2024Q4: 20,701 shares; 2025Q1: 3,970 shares; 2025Q2: 5,746 shares; 2025Q3: not reported; 2025Q4: 40,901 shares; 2026Q1: 40,521 shares 40,521 $2.48M 0.13% -380 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: 9,113 shares; 2024Q4: 7,795 shares; 2025Q1: 4,115 shares; 2025Q2: 3,786 shares; 2025Q3: 3,778 shares; 2025Q4: 25,421 shares; 2026Q1: 17,794 shares 17,794 $2.48M 0.13% -7,627 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: 1,585 shares; 2024Q4: 1,587 shares; 2025Q1: 1,624 shares; 2025Q2: 1,655 shares; 2025Q3: 1,568 shares; 2025Q4: 7,825 shares; 2026Q1: 7,758 shares 7,758 $2.47M 0.13% -67 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: 6,171 shares; 2024Q4: 6,858 shares; 2025Q1: 5,827 shares; 2025Q2: 5,068 shares; 2025Q3: 7,475 shares; 2025Q4: 10,641 shares; 2026Q1: 12,060 shares 12,060 $2.44M 0.13% +1,419 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,033 shares; 2026Q1: 34,163 shares 34,163 $2.43M 0.13% -870 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: 229,934 shares; 2024Q4: 221,124 shares; 2025Q1: 222,310 shares; 2025Q2: 230,407 shares; 2025Q3: 226,421 shares; 2025Q4: 240,941 shares; 2026Q1: 240,479 shares 240,479 $2.41M 0.13% -462 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,196 shares; 2026Q1: 22,356 shares 22,356 $2.41M 0.13% -6,840 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,700 shares; 2024Q4: 83,300 shares; 2025Q1: 174,100 shares; 2025Q2: 132,870 shares; 2025Q3: 156,670 shares; 2025Q4: 220,650 shares; 2026Q1: 466,229 shares 466,229 $2.4M 0.13% +245,579 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares; 2025Q2: 2,322 shares; 2025Q3: 14,591 shares; 2025Q4: 23,438 shares; 2026Q1: 23,782 shares 23,782 $2.39M 0.13% +344 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 69,744 shares; 2025Q1: 116,300 shares; 2025Q2: 146,850 shares; 2025Q3: 174,900 shares; 2025Q4: 202,700 shares; 2026Q1: 171,690 shares 171,690 $2.36M 0.13% -31,010 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,889 shares; 2024Q4: 31,059 shares; 2025Q1: 32,001 shares; 2025Q2: 31,692 shares; 2025Q3: 29,752 shares; 2025Q4: 37,333 shares; 2026Q1: 36,603 shares 36,603 $2.35M 0.13% -730 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,997 shares; 2026Q1: 17,083 shares 17,083 $2.34M 0.13% +4,086 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,641 shares; 2025Q2: 13,354 shares; 2025Q3: 11,946 shares; 2025Q4: 16,505 shares; 2026Q1: 23,090 shares 23,090 $2.32M 0.12% +6,585 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,884 shares; 2024Q4: 54,982 shares; 2025Q1: 55,707 shares; 2025Q2: 53,370 shares; 2025Q3: 52,797 shares; 2025Q4: 69,542 shares; 2026Q1: 135,108 shares 135,108 $2.31M 0.12% +65,566 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,223 shares; 2026Q1: 68,555 shares 68,555 $2.31M 0.12% -2,668 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 92,350 shares; 2025Q1: 105,100 shares; 2025Q2: 112,050 shares; 2025Q3: 120,750 shares; 2025Q4: 139,575 shares; 2026Q1: 124,035 shares 124,035 $2.28M 0.12% -15,540 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,550 shares; 2024Q4: 138,300 shares; 2025Q1: 114,925 shares; 2025Q2: 126,225 shares; 2025Q3: 136,825 shares; 2025Q4: 166,850 shares; 2026Q1: 214,450 shares 214,450 $2.28M 0.12% +47,600 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,932 shares; 2025Q1: 9,455 shares; 2025Q2: 9,460 shares; 2025Q3: 4,645 shares; 2025Q4: 5,461 shares; 2026Q1: 20,525 shares 20,525 $2.27M 0.12% +15,064 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,961 shares; 2025Q4: 37,938 shares; 2026Q1: 45,152 shares 45,152 $2.26M 0.12% +7,214 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: 14,140 shares; 2024Q4: 22,176 shares; 2025Q1: 26,401 shares; 2025Q2: 30,135 shares; 2025Q3: 39,877 shares; 2025Q4: 49,869 shares; 2026Q1: 55,594 shares 55,594 $2.26M 0.12% +5,725 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,496 shares; 2026Q1: 43,141 shares 43,141 $2.24M 0.12% +36,645 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: 26,426 shares; 2024Q4: 23,224 shares; 2025Q1: 23,887 shares; 2025Q2: 25,320 shares; 2025Q3: 21,873 shares; 2025Q4: 39,228 shares; 2026Q1: 33,728 shares 33,728 $2.21M 0.12% -5,500 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,334 shares; 2025Q1: 4,991 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 6,405 shares; 2026Q1: 23,520 shares 23,520 $2.21M 0.12% +17,115 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: 16,062 shares; 2024Q4: 16,165 shares; 2025Q1: 14,080 shares; 2025Q2: 13,965 shares; 2025Q3: 11,734 shares; 2025Q4: 23,213 shares; 2026Q1: 22,750 shares 22,750 $2.2M 0.12% -463 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,195 shares; 2025Q1: 8,840 shares; 2025Q2: 17,406 shares; 2025Q3: 19,865 shares; 2025Q4: 43,333 shares; 2026Q1: 43,507 shares 43,507 $2.2M 0.12% +174 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 13,368 shares; 2025Q1: 6,344 shares; 2025Q2: 5,521 shares; 2025Q3: 5,510 shares; 2025Q4: 65,985 shares; 2026Q1: 43,685 shares 43,685 $2.19M 0.12% -22,300 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,868 shares; 2025Q4: not reported; 2026Q1: 33,960 shares 33,960 $2.18M 0.12% new 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: 3,267 shares; 2024Q4: 3,321 shares; 2025Q1: 3,556 shares; 2025Q2: 4,882 shares; 2025Q3: 2,899 shares; 2025Q4: 5,407 shares; 2026Q1: 27,347 shares 27,347 $2.17M 0.12% +21,940 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: 17,242 shares; 2024Q4: 19,548 shares; 2025Q1: 20,063 shares; 2025Q2: 18,150 shares; 2025Q3: 17,683 shares; 2025Q4: 35,428 shares; 2026Q1: 35,493 shares 35,493 $2.17M 0.12% +65 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,023 shares 17,023 $2.17M 0.12% new 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: 6,695 shares; 2024Q4: 10,276 shares; 2025Q1: 10,818 shares; 2025Q2: 23,119 shares; 2025Q3: 20,632 shares; 2025Q4: 26,812 shares; 2026Q1: 7,974 shares 7,974 $2.16M 0.12% -18,838 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: 6,045 shares; 2024Q4: 6,021 shares; 2025Q1: 6,978 shares; 2025Q2: 7,004 shares; 2025Q3: 6,823 shares; 2025Q4: 14,308 shares; 2026Q1: 13,197 shares 13,197 $2.16M 0.12% -1,111 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: 32,103 shares; 2024Q4: 31,630 shares; 2025Q1: 27,611 shares; 2025Q2: 26,547 shares; 2025Q3: 22,133 shares; 2025Q4: 29,973 shares; 2026Q1: 28,239 shares 28,239 $2.15M 0.11% -1,734 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares; 2026Q1: 18,383 shares 18,383 $2.13M 0.11% +13,366 Timeline QXO QXO INC More: the full row for QXO 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: 10,130 shares; 2025Q4: 127,276 shares; 2026Q1: 109,625 shares 109,625 $2.13M 0.11% -17,651 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,332 shares; 2026Q1: 21,530 shares 21,530 $2.11M 0.11% -2,802 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: 2,549 shares; 2024Q4: 2,853 shares; 2025Q1: 2,802 shares; 2025Q2: 2,984 shares; 2025Q3: 2,459 shares; 2025Q4: 4,312 shares; 2026Q1: 4,259 shares 4,259 $2.11M 0.11% -53 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 23,370 shares; 2025Q1: 31,879 shares; 2025Q2: 43,072 shares; 2025Q3: 23,439 shares; 2025Q4: 70,805 shares; 2026Q1: 122,310 shares 122,310 $2.11M 0.11% +51,505 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: 5,183 shares; 2024Q4: 5,049 shares; 2025Q1: 4,466 shares; 2025Q2: 6,887 shares; 2025Q3: 5,058 shares; 2025Q4: 10,622 shares; 2026Q1: 11,380 shares 11,380 $2.09M 0.11% +758 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: 8,744 shares; 2024Q4: 10,050 shares; 2025Q1: 8,467 shares; 2025Q2: 7,896 shares; 2025Q3: 6,241 shares; 2025Q4: 20,053 shares; 2026Q1: 20,172 shares 20,172 $2.07M 0.11% +119 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 2,405 shares; 2025Q4: 5,532 shares; 2026Q1: 26,417 shares 26,417 $2.06M 0.11% +20,885 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $2.06M 0.11% new 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: 7,422 shares; 2024Q4: 7,320 shares; 2025Q1: 8,042 shares; 2025Q2: 7,994 shares; 2025Q3: 7,798 shares; 2025Q4: 11,916 shares; 2026Q1: 22,228 shares 22,228 $2.06M 0.11% +10,312 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES 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: 71,419 shares 71,419 $2.02M 0.11% new 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: 5,947 shares; 2024Q4: 5,874 shares; 2025Q1: 12,270 shares; 2025Q2: 12,583 shares; 2025Q3: 11,857 shares; 2025Q4: 21,215 shares; 2026Q1: 22,077 shares 22,077 $2.02M 0.11% +862 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: 8,399 shares; 2024Q4: 9,030 shares; 2025Q1: 8,422 shares; 2025Q2: 8,308 shares; 2025Q3: 5,949 shares; 2025Q4: 8,861 shares; 2026Q1: 15,410 shares 15,410 $2.02M 0.11% +6,549 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: 2,602 shares; 2024Q4: 2,520 shares; 2025Q1: 2,490 shares; 2025Q2: 3,997 shares; 2025Q3: 2,120 shares; 2025Q4: 4,283 shares; 2026Q1: 4,622 shares 4,622 $2.01M 0.11% +339 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,893 shares; 2026Q1: 119,684 shares 119,684 $2.01M 0.11% +6,791 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 4,121 shares; 2025Q4: 25,870 shares; 2026Q1: 28,499 shares 28,499 $2M 0.11% +2,629 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: 13,663 shares; 2024Q4: 13,515 shares; 2025Q1: 15,168 shares; 2025Q2: 15,893 shares; 2025Q3: 14,003 shares; 2025Q4: 15,434 shares; 2026Q1: 17,138 shares 17,138 $1.98M 0.11% +1,704 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: 2,883 shares; 2024Q4: 3,791 shares; 2025Q1: 3,780 shares; 2025Q2: 3,206 shares; 2025Q3: 3,226 shares; 2025Q4: 8,737 shares; 2026Q1: 8,560 shares 8,560 $1.97M 0.11% -177 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 2,130 shares; 2025Q1: 1,932 shares; 2025Q2: 1,655 shares; 2025Q3: 1,646 shares; 2025Q4: 6,380 shares; 2026Q1: 5,955 shares 5,955 $1.96M 0.1% -425 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 22,468 shares; 2025Q1: 23,374 shares; 2025Q2: 23,445 shares; 2025Q3: 21,251 shares; 2025Q4: 24,072 shares; 2026Q1: 24,750 shares 24,750 $1.96M 0.1% +678 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 5,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares; 2026Q1: 39,251 shares 39,251 $1.96M 0.1% +9,151 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: not reported; 2025Q1: 10,930 shares; 2025Q2: 10,251 shares; 2025Q3: 9,369 shares; 2025Q4: 25,054 shares; 2026Q1: 23,509 shares 23,509 $1.94M 0.1% -1,545 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,567 shares; 2024Q4: 24,804 shares; 2025Q1: 25,229 shares; 2025Q2: 25,561 shares; 2025Q3: 24,664 shares; 2025Q4: 24,706 shares; 2026Q1: 24,840 shares 24,840 $1.94M 0.1% +134 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: 5,557 shares; 2024Q4: 6,310 shares; 2025Q1: 13,903 shares; 2025Q2: 13,919 shares; 2025Q3: 13,911 shares; 2025Q4: 42,870 shares; 2026Q1: 41,864 shares 41,864 $1.93M 0.1% -1,006 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: 167,930 shares; 2024Q4: 77,300 shares; 2025Q1: 91,819 shares; 2025Q2: 97,301 shares; 2025Q3: 91,026 shares; 2025Q4: 106,895 shares; 2026Q1: 107,938 shares 107,938 $1.92M 0.1% +1,043 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: 12,728 shares; 2024Q4: 13,743 shares; 2025Q1: 20,271 shares; 2025Q2: 13,359 shares; 2025Q3: 10,058 shares; 2025Q4: 13,406 shares; 2026Q1: 12,386 shares 12,386 $1.92M 0.1% -1,020 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,416 shares; 2024Q4: 17,320 shares; 2025Q1: 17,395 shares; 2025Q2: 17,427 shares; 2025Q3: 17,441 shares; 2025Q4: 18,818 shares; 2026Q1: 18,815 shares 18,815 $1.91M 0.1% -3 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: 8,939 shares; 2024Q4: 16,559 shares; 2025Q1: 17,822 shares; 2025Q2: 13,814 shares; 2025Q3: 14,189 shares; 2025Q4: 50,021 shares; 2026Q1: 41,252 shares 41,252 $1.9M 0.1% -8,769 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: 3,385 shares; 2024Q4: 3,890 shares; 2025Q1: 3,495 shares; 2025Q2: 3,619 shares; 2025Q3: 4,338 shares; 2025Q4: 7,724 shares; 2026Q1: 7,207 shares 7,207 $1.89M 0.1% -517 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 37,393 shares; 2025Q1: 39,320 shares; 2025Q2: 41,571 shares; 2025Q3: 42,272 shares; 2025Q4: 87,366 shares; 2026Q1: 89,383 shares 89,383 $1.89M 0.1% +2,017 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,575 shares 6,575 $1.86M 0.1% new 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: 16,848 shares; 2024Q4: 18,571 shares; 2025Q1: 17,803 shares; 2025Q2: 21,977 shares; 2025Q3: 18,600 shares; 2025Q4: 25,436 shares; 2026Q1: 19,122 shares 19,122 $1.85M 0.1% -6,314 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,136 shares; 2025Q3: not reported; 2025Q4: 9,143 shares; 2026Q1: 44,066 shares 44,066 $1.82M 0.1% +34,923 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: 12,495 shares; 2024Q4: 12,847 shares; 2025Q1: 13,021 shares; 2025Q2: 11,463 shares; 2025Q3: 11,226 shares; 2025Q4: 14,025 shares; 2026Q1: 14,146 shares 14,146 $1.81M 0.1% +121 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: 17,055 shares; 2024Q4: 11,177 shares; 2025Q1: 10,775 shares; 2025Q2: 26,145 shares; 2025Q3: 27,905 shares; 2025Q4: 55,750 shares; 2026Q1: 18,881 shares 18,881 $1.8M 0.1% -36,869 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: 3,517 shares; 2024Q4: 3,663 shares; 2025Q1: 3,818 shares; 2025Q2: 4,013 shares; 2025Q3: 4,780 shares; 2025Q4: 8,488 shares; 2026Q1: 7,745 shares 7,745 $1.76M 0.09% -743 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 28,316 shares; 2026Q1: 63,342 shares 63,342 $1.76M 0.09% +35,026 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: 4,924 shares; 2024Q4: 5,328 shares; 2025Q1: 8,011 shares; 2025Q2: 7,056 shares; 2025Q3: 6,686 shares; 2025Q4: 20,864 shares; 2026Q1: 24,985 shares 24,985 $1.75M 0.09% +4,121 Timeline GMAY 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: 34,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares; 2025Q4: 42,488 shares; 2026Q1: 42,345 shares 42,345 $1.75M 0.09% -143 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: 16,755 shares; 2024Q4: 16,407 shares; 2025Q1: 16,193 shares; 2025Q2: 16,451 shares; 2025Q3: 16,248 shares; 2025Q4: 27,170 shares; 2026Q1: 32,160 shares 32,160 $1.74M 0.09% +4,990 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: 20,117 shares; 2024Q4: 24,449 shares; 2025Q1: 25,124 shares; 2025Q2: 22,213 shares; 2025Q3: 19,276 shares; 2025Q4: 28,191 shares; 2026Q1: 18,667 shares 18,667 $1.73M 0.09% -9,524 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: 7,183 shares; 2024Q4: 7,496 shares; 2025Q1: 7,032 shares; 2025Q2: 6,610 shares; 2025Q3: 6,543 shares; 2025Q4: 18,794 shares; 2026Q1: 15,779 shares 15,779 $1.73M 0.09% -3,015 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,590 shares; 2025Q4: 47,273 shares; 2026Q1: 49,369 shares 49,369 $1.72M 0.09% +2,096 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,250 shares; 2024Q4: 34,600 shares; 2025Q1: 40,855 shares; 2025Q2: 109,985 shares; 2025Q3: 135,305 shares; 2025Q4: 148,363 shares; 2026Q1: 253,386 shares 253,386 $1.72M 0.09% +105,023 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: 2,270 shares; 2024Q4: 2,716 shares; 2025Q1: 1,937 shares; 2025Q2: 1,621 shares; 2025Q3: 1,879 shares; 2025Q4: 2,600 shares; 2026Q1: 2,791 shares 2,791 $1.71M 0.09% +191 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,377 shares; 2026Q1: 26,980 shares 26,980 $1.71M 0.09% +9,603 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: 1,602 shares; 2024Q4: 1,604 shares; 2025Q1: 1,481 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 4,922 shares; 2026Q1: 4,821 shares 4,821 $1.7M 0.09% -101 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: 10,163 shares; 2024Q4: 14,391 shares; 2025Q1: 14,559 shares; 2025Q2: 13,355 shares; 2025Q3: 13,059 shares; 2025Q4: 31,351 shares; 2026Q1: 32,269 shares 32,269 $1.69M 0.09% +918 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: 24,170 shares; 2024Q4: 21,927 shares; 2025Q1: 21,721 shares; 2025Q2: 25,177 shares; 2025Q3: 25,183 shares; 2025Q4: 25,803 shares; 2026Q1: 25,651 shares 25,651 $1.69M 0.09% -152 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 6,659 shares 6,659 $1.67M 0.09% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,114 shares; 2025Q1: 2,111 shares; 2025Q2: 1,300 shares; 2025Q3: 1,344 shares; 2025Q4: 2,858 shares; 2026Q1: 2,922 shares 2,922 $1.66M 0.09% +64 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,802 shares; 2024Q4: 146,158 shares; 2025Q1: 146,747 shares; 2025Q2: 146,788 shares; 2025Q3: 175,283 shares; 2025Q4: 175,331 shares; 2026Q1: 175,232 shares 175,232 $1.65M 0.09% -99 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,494 shares; 2026Q1: 35,438 shares 35,438 $1.64M 0.09% -56 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 8,802 shares; 2025Q1: 10,780 shares; 2025Q2: 12,576 shares; 2025Q3: 12,636 shares; 2025Q4: 38,507 shares; 2026Q1: 40,246 shares 40,246 $1.64M 0.09% +1,739 Timeline NOV NOV INC More: the full row for NOV 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: 166,060 shares; 2026Q1: 88,735 shares 88,735 $1.6M 0.09% -77,325 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 9,803 shares; 2025Q1: 10,257 shares; 2025Q2: 6,330 shares; 2025Q3: 6,322 shares; 2025Q4: 30,938 shares; 2026Q1: 22,072 shares 22,072 $1.59M 0.08% -8,866 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,325 shares; 2024Q4: 26,800 shares; 2025Q1: 27,524 shares; 2025Q2: 29,549 shares; 2025Q3: 29,595 shares; 2025Q4: 32,737 shares; 2026Q1: 33,024 shares 33,024 $1.59M 0.08% +287 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,674 shares; 2026Q1: 8,465 shares 8,465 $1.56M 0.08% -209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,453 shares; 2026Q1: 1,422 shares 1,422 $1.56M 0.08% -31 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares; 2026Q1: 21,151 shares 21,151 $1.53M 0.08% -359 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 47,316 shares; 2025Q1: 72,855 shares; 2025Q2: 76,205 shares; 2025Q3: 77,620 shares; 2025Q4: 74,576 shares; 2026Q1: 48,146 shares 48,146 $1.53M 0.08% -26,430 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: 1,739 shares; 2024Q4: 1,755 shares; 2025Q1: 1,420 shares; 2025Q2: 1,437 shares; 2025Q3: 1,421 shares; 2025Q4: 3,328 shares; 2026Q1: 3,570 shares 3,570 $1.53M 0.08% +242 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 29,610 shares; 2026Q1: 28,402 shares 28,402 $1.52M 0.08% -1,208 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: 25,947 shares; 2024Q4: 25,896 shares; 2025Q1: 27,652 shares; 2025Q2: 51,735 shares; 2025Q3: 55,908 shares; 2025Q4: 90,182 shares; 2026Q1: 86,979 shares 86,979 $1.5M 0.08% -3,203 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,784 shares; 2025Q3: 2,754 shares; 2025Q4: 2,881 shares; 2026Q1: 2,652 shares 2,652 $1.5M 0.08% -229 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: 5,261 shares; 2024Q4: 5,170 shares; 2025Q1: 4,169 shares; 2025Q2: 4,329 shares; 2025Q3: 4,289 shares; 2025Q4: 9,010 shares; 2026Q1: 9,036 shares 9,036 $1.49M 0.08% +26 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,745 shares; 2024Q4: 44,045 shares; 2025Q1: 98,665 shares; 2025Q2: 111,315 shares; 2025Q3: 110,115 shares; 2025Q4: 157,883 shares; 2026Q1: 135,026 shares 135,026 $1.48M 0.08% -22,857 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: 1,713 shares; 2024Q4: 1,679 shares; 2025Q1: 1,569 shares; 2025Q2: 2,263 shares; 2025Q3: 2,258 shares; 2025Q4: 7,336 shares; 2026Q1: 7,010 shares 7,010 $1.48M 0.08% -326 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: 27,029 shares; 2024Q4: 30,755 shares; 2025Q1: 30,480 shares; 2025Q2: 26,511 shares; 2025Q3: 26,958 shares; 2025Q4: 34,754 shares; 2026Q1: 29,968 shares 29,968 $1.47M 0.08% -4,786 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 998 shares 998 $1.47M 0.08% +22 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,237 shares; 2025Q1: 1,256 shares; 2025Q2: 1,280 shares; 2025Q3: 1,147 shares; 2025Q4: 6,191 shares; 2026Q1: 3,286 shares 3,286 $1.47M 0.08% -2,905 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: 2,355 shares; 2024Q4: 2,114 shares; 2025Q1: 2,292 shares; 2025Q2: 2,145 shares; 2025Q3: 2,674 shares; 2025Q4: 4,248 shares; 2026Q1: 4,199 shares 4,199 $1.46M 0.08% -49 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,049 shares 38,049 $1.46M 0.08% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,800 shares; 2026Q1: 29,347 shares 29,347 $1.45M 0.08% +14,547 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: 27,779 shares; 2024Q4: 24,060 shares; 2025Q1: 4,213 shares; 2025Q2: 4,872 shares; 2025Q3: 4,364 shares; 2025Q4: 10,984 shares; 2026Q1: 11,101 shares 11,101 $1.45M 0.08% +117 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,480 shares 36,480 $1.45M 0.08% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 18,915 shares; 2026Q1: 7,729 shares 7,729 $1.44M 0.08% -11,186 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: 1,085 shares; 2026Q1: 2,048 shares 2,048 $1.44M 0.08% +963 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: 5,264 shares; 2024Q4: 6,609 shares; 2025Q1: 6,849 shares; 2025Q2: 5,327 shares; 2025Q3: 5,263 shares; 2025Q4: 13,064 shares; 2026Q1: 12,500 shares 12,500 $1.43M 0.08% -564 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: 7,013 shares; 2024Q4: 8,074 shares; 2025Q1: 7,268 shares; 2025Q2: 7,332 shares; 2025Q3: 6,402 shares; 2025Q4: 10,728 shares; 2026Q1: 8,975 shares 8,975 $1.42M 0.08% -1,753 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: 7,225 shares; 2024Q4: 7,586 shares; 2025Q1: 4,739 shares; 2025Q2: 4,622 shares; 2025Q3: 4,623 shares; 2025Q4: 9,725 shares; 2026Q1: 9,695 shares 9,695 $1.41M 0.08% -30 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: 10,975 shares; 2024Q4: 10,856 shares; 2025Q1: 11,703 shares; 2025Q2: 11,597 shares; 2025Q3: 11,532 shares; 2025Q4: 17,972 shares; 2026Q1: 17,580 shares 17,580 $1.41M 0.08% -392 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 121,650 shares 121,650 $1.41M 0.08% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,667 shares; 2026Q1: 62,990 shares 62,990 $1.41M 0.08% +9,323 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: 3,071 shares; 2024Q4: 3,400 shares; 2025Q1: 3,524 shares; 2025Q2: 2,832 shares; 2025Q3: 2,853 shares; 2025Q4: 5,148 shares; 2026Q1: 5,832 shares 5,832 $1.41M 0.08% +684 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,835 shares; 2026Q1: 9,066 shares 9,066 $1.4M 0.07% +1,231 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: 28,150 shares; 2024Q4: 28,990 shares; 2025Q1: 28,218 shares; 2025Q2: 28,558 shares; 2025Q3: 25,783 shares; 2025Q4: 28,217 shares; 2026Q1: 26,697 shares 26,697 $1.4M 0.07% -1,520 Timeline BALL BALL CORP More: the full row for BALL 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: 23,642 shares; 2026Q1: 23,642 shares 23,642 $1.4M 0.07% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO 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: 10,078 shares; 2025Q3: 26,478 shares; 2025Q4: 30,726 shares; 2026Q1: 110,292 shares 110,292 $1.38M 0.07% +79,566 Timeline HYLS 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: 73,461 shares; 2024Q4: 31,785 shares; 2025Q1: 32,171 shares; 2025Q2: 29,247 shares; 2025Q3: 29,549 shares; 2025Q4: 42,255 shares; 2026Q1: 33,806 shares 33,806 $1.37M 0.07% -8,449 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: 18,354 shares; 2024Q4: 18,254 shares; 2025Q1: 17,754 shares; 2025Q2: 18,060 shares; 2025Q3: 16,004 shares; 2025Q4: 18,108 shares; 2026Q1: 18,008 shares 18,008 $1.37M 0.07% -100 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,540 shares; 2024Q4: 65,637 shares; 2025Q1: 77,060 shares; 2025Q2: 86,121 shares; 2025Q3: 89,677 shares; 2025Q4: 84,152 shares; 2026Q1: 87,076 shares 87,076 $1.36M 0.07% +2,924 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 15,707 shares; 2025Q1: 15,633 shares; 2025Q2: 14,067 shares; 2025Q3: 11,542 shares; 2025Q4: 21,498 shares; 2026Q1: 21,851 shares 21,851 $1.36M 0.07% +353 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 5,245 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: not reported; 2025Q4: 12,029 shares; 2026Q1: 14,957 shares 14,957 $1.35M 0.07% +2,928 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,216 shares; 2026Q1: 11,884 shares 11,884 $1.35M 0.07% +9,668 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: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,701 shares; 2026Q1: 10,529 shares 10,529 $1.35M 0.07% +6,828 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 14,349 shares; 2026Q1: 31,761 shares 31,761 $1.35M 0.07% +17,412 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,255 shares; 2024Q4: 45,755 shares; 2025Q1: 53,405 shares; 2025Q2: 51,912 shares; 2025Q3: 42,006 shares; 2025Q4: 54,909 shares; 2026Q1: 61,424 shares 61,424 $1.34M 0.07% +6,515 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 104,390 shares; 2025Q3: 59,610 shares; 2025Q4: 46,832 shares; 2026Q1: 96,892 shares 96,892 $1.34M 0.07% +50,060 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,215 shares; 2026Q1: 18,563 shares 18,563 $1.3M 0.07% -16,652 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: 11,533 shares; 2024Q4: 12,282 shares; 2025Q1: 12,820 shares; 2025Q2: 12,956 shares; 2025Q3: 13,068 shares; 2025Q4: 21,514 shares; 2026Q1: 14,607 shares 14,607 $1.3M 0.07% -6,907 Timeline KNGZ 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: 18,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares; 2026Q1: 36,000 shares 36,000 $1.3M 0.07% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,516 shares; 2025Q2: 2,579 shares; 2025Q3: 2,516 shares; 2025Q4: 4,531 shares; 2026Q1: 4,634 shares 4,634 $1.29M 0.07% +103 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 22,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,179 shares; 2026Q1: 37,109 shares 37,109 $1.28M 0.07% -70 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 10,073 shares; 2025Q1: 11,054 shares; 2025Q2: 12,159 shares; 2025Q3: 12,364 shares; 2025Q4: 17,420 shares; 2026Q1: 6,854 shares 6,854 $1.28M 0.07% -10,566 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,940 shares; 2025Q4: 27,174 shares; 2026Q1: 27,174 shares 27,174 $1.28M 0.07% 0 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: 9,873 shares; 2024Q4: 10,201 shares; 2025Q1: 10,051 shares; 2025Q2: 10,693 shares; 2025Q3: 11,289 shares; 2025Q4: 13,196 shares; 2026Q1: 14,130 shares 14,130 $1.28M 0.07% +934 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 7,467 shares; 2025Q1: 8,077 shares; 2025Q2: 7,912 shares; 2025Q3: 7,488 shares; 2025Q4: 9,986 shares; 2026Q1: 13,534 shares 13,534 $1.28M 0.07% +3,548 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 13,677 shares; 2025Q1: 6,793 shares; 2025Q2: 6,853 shares; 2025Q3: 6,917 shares; 2025Q4: 22,551 shares; 2026Q1: 22,385 shares 22,385 $1.27M 0.07% -166 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 40,849 shares; 2025Q1: 40,849 shares; 2025Q2: 40,849 shares; 2025Q3: 37,810 shares; 2025Q4: 35,435 shares; 2026Q1: 33,229 shares 33,229 $1.26M 0.07% -2,206 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 29,568 shares; 2025Q1: 59,476 shares; 2025Q2: 87,579 shares; 2025Q3: 34,904 shares; 2025Q4: 86,835 shares; 2026Q1: 168,666 shares 168,666 $1.26M 0.07% +81,831 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,678 shares; 2025Q1: 2,682 shares; 2025Q2: 2,686 shares; 2025Q3: 2,690 shares; 2025Q4: 10,423 shares; 2026Q1: 9,170 shares 9,170 $1.26M 0.07% -1,253 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: 8,378 shares; 2025Q1: 3,494 shares; 2025Q2: 12,546 shares; 2025Q3: 18,666 shares; 2025Q4: 23,068 shares; 2026Q1: 10,076 shares 10,076 $1.25M 0.07% -12,992 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,234 shares; 2025Q1: 2,382 shares; 2025Q2: 3,407 shares; 2025Q3: 3,778 shares; 2025Q4: 6,366 shares; 2026Q1: 6,784 shares 6,784 $1.25M 0.07% +418 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,004 shares; 2026Q1: 53,780 shares 53,780 $1.25M 0.07% +10,776 Timeline SOXQ 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: 25,000 shares; 2024Q4: 24,080 shares; 2025Q1: 27,660 shares; 2025Q2: 27,590 shares; 2025Q3: 28,090 shares; 2025Q4: 27,420 shares; 2026Q1: 20,261 shares 20,261 $1.24M 0.07% -7,159 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: 6,695 shares; 2024Q4: 8,042 shares; 2025Q1: 22,668 shares; 2025Q2: 18,523 shares; 2025Q3: 16,279 shares; 2025Q4: 14,449 shares; 2026Q1: 14,091 shares 14,091 $1.24M 0.07% -358 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,584 shares; 2025Q4: 28,158 shares; 2026Q1: 28,441 shares 28,441 $1.24M 0.07% +283 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 1,676 shares 1,676 $1.24M 0.07% +838 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 4,550 shares; 2025Q4: 4,658 shares; 2026Q1: 4,673 shares 4,673 $1.24M 0.07% +15 Timeline WELD TEMA ETF TRUST More: the full row for TEMA 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: 23,600 shares 23,600 $1.23M 0.07% new 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: 45,643 shares; 2024Q4: 37,440 shares; 2025Q1: 13,585 shares; 2025Q2: 11,583 shares; 2025Q3: 9,324 shares; 2025Q4: 8,112 shares; 2026Q1: 24,672 shares 24,672 $1.23M 0.07% +16,560 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,559 shares; 2025Q1: 1,618 shares; 2025Q2: 1,568 shares; 2025Q3: 1,518 shares; 2025Q4: 1,612 shares; 2026Q1: 6,064 shares 6,064 $1.23M 0.07% +4,452 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,363 shares; 2024Q4: 145,095 shares; 2025Q1: 139,972 shares; 2025Q2: 345,080 shares; 2025Q3: 480,638 shares; 2025Q4: 403,090 shares; 2026Q1: 468,541 shares 468,541 $1.23M 0.07% +65,451 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 2,594 shares; 2025Q1: 2,468 shares; 2025Q2: 1,963 shares; 2025Q3: 896 shares; 2025Q4: 12,019 shares; 2026Q1: 8,114 shares 8,114 $1.23M 0.07% -3,905 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: 3,321 shares; 2024Q4: 3,359 shares; 2025Q1: 3,468 shares; 2025Q2: 3,590 shares; 2025Q3: 3,517 shares; 2025Q4: 4,165 shares; 2026Q1: 4,051 shares 4,051 $1.22M 0.07% -114 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 4,686 shares; 2026Q1: 8,606 shares 8,606 $1.22M 0.06% +3,920 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 9,689 shares; 2026Q1: 16,422 shares 16,422 $1.21M 0.06% +6,733 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: 1,056 shares; 2025Q1: 1,211 shares; 2025Q2: 2,214 shares; 2025Q3: 1,031 shares; 2025Q4: 3,617 shares; 2026Q1: 3,066 shares 3,066 $1.21M 0.06% -551 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,281 shares; 2025Q3: 22,803 shares; 2025Q4: 25,517 shares; 2026Q1: 25,517 shares 25,517 $1.21M 0.06% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 24,000 shares 24,000 $1.2M 0.06% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 2,786 shares; 2025Q4: 6,925 shares; 2026Q1: 12,628 shares 12,628 $1.2M 0.06% +5,703 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 2,107 shares; 2026Q1: 2,029 shares 2,029 $1.2M 0.06% -78 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: 6,931 shares; 2024Q4: 7,104 shares; 2025Q1: 7,081 shares; 2025Q2: 7,084 shares; 2025Q3: 7,377 shares; 2025Q4: 8,947 shares; 2026Q1: 8,237 shares 8,237 $1.2M 0.06% -710 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,145 shares; 2025Q2: 6,515 shares; 2025Q3: 6,802 shares; 2025Q4: 10,629 shares; 2026Q1: 25,133 shares 25,133 $1.2M 0.06% +14,504 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,495 shares; 2026Q1: 25,331 shares 25,331 $1.19M 0.06% +3,836 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,488 shares; 2025Q1: 5,288 shares; 2025Q2: 5,258 shares; 2025Q3: 5,226 shares; 2025Q4: 7,633 shares; 2026Q1: 7,397 shares 7,397 $1.19M 0.06% -236 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: 8,815 shares; 2024Q4: 14,582 shares; 2025Q1: 17,454 shares; 2025Q2: 16,921 shares; 2025Q3: 17,540 shares; 2025Q4: 28,649 shares; 2026Q1: 29,716 shares 29,716 $1.18M 0.06% +1,067 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,390 shares; 2026Q1: 16,525 shares 16,525 $1.17M 0.06% +135 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,774 shares; 2025Q3: 19,804 shares; 2025Q4: 25,622 shares; 2026Q1: 25,897 shares 25,897 $1.17M 0.06% +275 Timeline DOCT 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: 7,075 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 26,675 shares; 2026Q1: 26,675 shares 26,675 $1.16M 0.06% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,950 shares; 2025Q4: 32,025 shares; 2026Q1: 30,380 shares 30,380 $1.16M 0.06% -1,645 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 26,656 shares; 2026Q1: 24,854 shares 24,854 $1.16M 0.06% -1,802 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 16,704 shares; 2025Q1: 17,640 shares; 2025Q2: 11,734 shares; 2025Q3: 11,779 shares; 2025Q4: 37,114 shares; 2026Q1: 25,632 shares 25,632 $1.15M 0.06% -11,482 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,155 shares 29,155 $1.15M 0.06% new Timeline CATH 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: 13,080 shares; 2026Q1: 14,684 shares 14,684 $1.15M 0.06% +1,604 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: 10,546 shares; 2024Q4: 8,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,167 shares; 2026Q1: 21,869 shares 21,869 $1.14M 0.06% -298 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: 10,624 shares; 2024Q4: 11,875 shares; 2025Q1: 11,876 shares; 2025Q2: 10,877 shares; 2025Q3: 8,598 shares; 2025Q4: 11,016 shares; 2026Q1: 21,310 shares 21,310 $1.14M 0.06% +10,294 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,296 shares; 2025Q2: 1,696 shares; 2025Q3: not reported; 2025Q4: 5,269 shares; 2026Q1: 9,557 shares 9,557 $1.13M 0.06% +4,288 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 826 shares; 2025Q3: 906 shares; 2025Q4: 5,026 shares; 2026Q1: 6,160 shares 6,160 $1.13M 0.06% +1,134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,981 shares; 2026Q1: 18,640 shares 18,640 $1.13M 0.06% -341 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,765 shares; 2026Q1: 24,687 shares 24,687 $1.13M 0.06% +1,922 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,099 shares; 2025Q4: 25,394 shares; 2026Q1: 25,394 shares 25,394 $1.12M 0.06% 0 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: 13,727 shares; 2026Q1: 13,375 shares 13,375 $1.12M 0.06% -352 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,077 shares; 2025Q1: 1,759 shares; 2025Q2: 2,643 shares; 2025Q3: 2,060 shares; 2025Q4: 2,522 shares; 2026Q1: 8,174 shares 8,174 $1.12M 0.06% +5,652 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: 1,653 shares; 2024Q4: 1,713 shares; 2025Q1: 1,622 shares; 2025Q2: 1,581 shares; 2025Q3: 1,527 shares; 2025Q4: 3,674 shares; 2026Q1: 3,671 shares 3,671 $1.11M 0.06% -3 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,395 shares; 2025Q1: 6,323 shares; 2025Q2: 6,324 shares; 2025Q3: 7,024 shares; 2025Q4: 10,436 shares; 2026Q1: 9,757 shares 9,757 $1.11M 0.06% -679 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: 85,150 shares; 2024Q4: 81,690 shares; 2025Q1: 79,785 shares; 2025Q2: 69,949 shares; 2025Q3: 64,629 shares; 2025Q4: 67,280 shares; 2026Q1: 7,251 shares 7,251 $1.11M 0.06% -60,029 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 24,679 shares; 2025Q1: 23,271 shares; 2025Q2: 19,407 shares; 2025Q3: 18,248 shares; 2025Q4: 37,735 shares; 2026Q1: 36,344 shares 36,344 $1.1M 0.06% -1,391 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,677 shares; 2026Q1: 11,807 shares 11,807 $1.1M 0.06% +1,130 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,367 shares; 2026Q1: 19,170 shares 19,170 $1.1M 0.06% -197 Timeline NNOV 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: not reported; 2025Q4: not reported; 2026Q1: 39,377 shares 39,377 $1.1M 0.06% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,899 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,275 shares 9,275 $1.1M 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,514 shares; 2025Q1: 12,680 shares; 2025Q2: 12,471 shares; 2025Q3: 12,554 shares; 2025Q4: 17,638 shares; 2026Q1: 13,446 shares 13,446 $1.1M 0.06% -4,192 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,060 shares 14,060 $1.09M 0.06% new Timeline ZAPR 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: not reported; 2025Q4: 43,636 shares; 2026Q1: 41,594 shares 41,594 $1.09M 0.06% -2,042 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,741 shares; 2025Q3: 21,261 shares; 2025Q4: 30,778 shares; 2026Q1: 11,783 shares 11,783 $1.09M 0.06% -18,995 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,610 shares; 2024Q4: 21,961 shares; 2025Q1: 23,064 shares; 2025Q2: 26,779 shares; 2025Q3: 22,021 shares; 2025Q4: 37,403 shares; 2026Q1: 32,887 shares 32,887 $1.08M 0.06% -4,516 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST 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: 211,213 shares; 2026Q1: 144,289 shares 144,289 $1.08M 0.06% -66,924 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,016 shares; 2025Q1: 4,087 shares; 2025Q2: 4,097 shares; 2025Q3: 4,141 shares; 2025Q4: 5,198 shares; 2026Q1: 5,228 shares 5,228 $1.08M 0.06% +30 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: 36,799 shares; 2024Q4: 31,564 shares; 2025Q1: 30,009 shares; 2025Q2: 22,179 shares; 2025Q3: 21,940 shares; 2025Q4: 28,123 shares; 2026Q1: 23,154 shares 23,154 $1.07M 0.06% -4,969 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: 2,701 shares; 2024Q4: 2,910 shares; 2025Q1: 2,592 shares; 2025Q2: 2,692 shares; 2025Q3: 2,662 shares; 2025Q4: 2,733 shares; 2026Q1: 6,301 shares 6,301 $1.07M 0.06% +3,568 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: 807 shares; 2025Q1: 1,905 shares; 2025Q2: 1,731 shares; 2025Q3: 1,677 shares; 2025Q4: 2,411 shares; 2026Q1: 1,119 shares 1,119 $1.07M 0.06% -1,292 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: 16,941 shares; 2024Q4: 17,268 shares; 2025Q1: 15,353 shares; 2025Q2: 15,204 shares; 2025Q3: 14,551 shares; 2025Q4: 21,531 shares; 2026Q1: 21,237 shares 21,237 $1.07M 0.06% -294 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: 9,122 shares; 2025Q3: 12,076 shares; 2025Q4: 18,942 shares; 2026Q1: 26,030 shares 26,030 $1.06M 0.06% +7,088 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: 2,717 shares; 2024Q4: 2,290 shares; 2025Q1: 14,324 shares; 2025Q2: 14,750 shares; 2025Q3: 14,225 shares; 2025Q4: 18,998 shares; 2026Q1: 6,121 shares 6,121 $1.06M 0.06% -12,877 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,751 shares; 2024Q4: 9,629 shares; 2025Q1: 9,823 shares; 2025Q2: 9,639 shares; 2025Q3: 8,552 shares; 2025Q4: 9,763 shares; 2026Q1: 1,443 shares 1,443 $1.05M 0.06% -8,320 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 11,909 shares; 2025Q1: 10,104 shares; 2025Q2: 10,750 shares; 2025Q3: 10,949 shares; 2025Q4: 13,569 shares; 2026Q1: 13,596 shares 13,596 $1.05M 0.06% +27 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 269,987 shares; 2026Q1: 149,372 shares 149,372 $1.04M 0.06% -120,615 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 4,844 shares; 2025Q1: 5,593 shares; 2025Q2: 5,779 shares; 2025Q3: 3,536 shares; 2025Q4: 6,379 shares; 2026Q1: 15,037 shares 15,037 $1.03M 0.05% +8,658 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,794 shares; 2025Q1: 2,513 shares; 2025Q2: 4,244 shares; 2025Q3: 2,545 shares; 2025Q4: 2,383 shares; 2026Q1: 2,402 shares 2,402 $1.02M 0.05% +19 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,207 shares; 2026Q1: 16,654 shares 16,654 $1.02M 0.05% -553 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,570 shares; 2024Q4: 308,270 shares; 2025Q1: 262,270 shares; 2025Q2: 243,670 shares; 2025Q3: 239,870 shares; 2025Q4: 254,803 shares; 2026Q1: 299,303 shares 299,303 $1.01M 0.05% +44,500 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,436 shares; 2026Q1: 22,884 shares 22,884 $1.01M 0.05% +448 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,107 shares; 2026Q1: 51,155 shares 51,155 $1M 0.05% +1,048 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: not reported; 2024Q4: not reported; 2025Q1: 9,512 shares; 2025Q2: 6,666 shares; 2025Q3: 8,309 shares; 2025Q4: 40,217 shares; 2026Q1: 20,164 shares 20,164 $1M 0.05% -20,053 Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,206 shares; 2026Q1: 73,550 shares 73,550 $998K 0.05% +11,344 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: 9,386 shares; 2024Q4: 17,640 shares; 2025Q1: 20,704 shares; 2025Q2: 20,515 shares; 2025Q3: 17,760 shares; 2025Q4: 20,871 shares; 2026Q1: 21,964 shares 21,964 $996K 0.05% +1,093 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,795 shares; 2026Q1: 50,918 shares 50,918 $994K 0.05% +123 Timeline FTXR 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: 25,742 shares 25,742 $994K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,927 shares; 2026Q1: 3,352 shares 3,352 $991K 0.05% -1,575 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: 4,222 shares; 2024Q4: 2,361 shares; 2025Q1: 2,428 shares; 2025Q2: 2,342 shares; 2025Q3: 2,296 shares; 2025Q4: 2,599 shares; 2026Q1: 2,757 shares 2,757 $989K 0.05% +158 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: 4,369 shares; 2024Q4: 4,997 shares; 2025Q1: 4,890 shares; 2025Q2: 6,189 shares; 2025Q3: 6,950 shares; 2025Q4: 16,964 shares; 2026Q1: 10,073 shares 10,073 $987K 0.05% -6,891 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: 124,313 shares; 2024Q4: 476,646 shares; 2025Q1: 473,854 shares; 2025Q2: 448,510 shares; 2025Q3: 512,098 shares; 2025Q4: 495,974 shares; 2026Q1: 33,495 shares 33,495 $985K 0.05% -462,479 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 6,108 shares; 2025Q1: 5,702 shares; 2025Q2: 5,443 shares; 2025Q3: 5,517 shares; 2025Q4: 8,332 shares; 2026Q1: 4,170 shares 4,170 $983K 0.05% -4,162 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,127 shares; 2026Q1: 38,081 shares 38,081 $981K 0.05% +2,954 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: 4,549 shares; 2024Q4: 6,146 shares; 2025Q1: 5,359 shares; 2025Q2: 4,818 shares; 2025Q3: 3,619 shares; 2025Q4: 7,777 shares; 2026Q1: 7,639 shares 7,639 $978K 0.05% -138 Timeline FXN 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: 44,704 shares 44,704 $974K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,544 shares; 2025Q1: 1,308 shares; 2025Q2: 908 shares; 2025Q3: 877 shares; 2025Q4: 3,365 shares; 2026Q1: 3,363 shares 3,363 $966K 0.05% -2 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: 590 shares; 2024Q4: 1,017 shares; 2025Q1: 1,036 shares; 2025Q2: 752 shares; 2025Q3: 628 shares; 2025Q4: 1,041 shares; 2026Q1: 1,052 shares 1,052 $964K 0.05% +11 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 15,165 shares; 2025Q1: 18,073 shares; 2025Q2: 18,315 shares; 2025Q3: 18,347 shares; 2025Q4: 20,906 shares; 2026Q1: 20,490 shares 20,490 $960K 0.05% -416 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: 11,832 shares; 2024Q4: 36,297 shares; 2025Q1: 34,846 shares; 2025Q2: 34,885 shares; 2025Q3: 34,923 shares; 2025Q4: 32,215 shares; 2026Q1: 31,335 shares 31,335 $959K 0.05% -880 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 3,558 shares; 2025Q1: 3,777 shares; 2025Q2: 3,735 shares; 2025Q3: 3,008 shares; 2025Q4: 4,857 shares; 2026Q1: 4,274 shares 4,274 $957K 0.05% -583 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,583 shares; 2025Q1: 5,964 shares; 2025Q2: 5,816 shares; 2025Q3: 5,585 shares; 2025Q4: 11,076 shares; 2026Q1: 11,575 shares 11,575 $954K 0.05% +499 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 21,547 shares; 2026Q1: 23,206 shares 23,206 $954K 0.05% +1,659 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 13,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,961 shares; 2026Q1: 12,030 shares 12,030 $951K 0.05% -931 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: 7,542 shares; 2024Q4: 2,660 shares; 2025Q1: 3,489 shares; 2025Q2: 3,461 shares; 2025Q3: 3,430 shares; 2025Q4: 5,303 shares; 2026Q1: 6,785 shares 6,785 $945K 0.05% +1,482 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,209 shares; 2025Q1: 2,624 shares; 2025Q2: 2,625 shares; 2025Q3: 2,582 shares; 2025Q4: 2,583 shares; 2026Q1: 2,529 shares 2,529 $944K 0.05% -54 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR 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: 18,796 shares; 2026Q1: 18,646 shares 18,646 $943K 0.05% -150 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: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,034 shares; 2025Q2: 1,944 shares; 2025Q3: 1,992 shares; 2025Q4: 4,141 shares; 2026Q1: 6,087 shares 6,087 $933K 0.05% +1,946 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 57,635 shares; 2025Q1: 49,425 shares; 2025Q2: 41,355 shares; 2025Q3: 34,245 shares; 2025Q4: 49,740 shares; 2026Q1: 46,980 shares 46,980 $929K 0.05% -2,760 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: 4,234 shares; 2024Q4: 6,859 shares; 2025Q1: 8,874 shares; 2025Q2: 8,003 shares; 2025Q3: 7,646 shares; 2025Q4: 13,745 shares; 2026Q1: 13,653 shares 13,653 $928K 0.05% -92 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,279 shares; 2026Q1: 3,333 shares 3,333 $927K 0.05% +54 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,208 shares; 2026Q1: 20,026 shares 20,026 $925K 0.05% -182 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV 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: 35,163 shares; 2026Q1: 34,889 shares 34,889 $919K 0.05% -274 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: 13,629 shares; 2024Q4: 13,641 shares; 2025Q1: 13,023 shares; 2025Q2: 97,522 shares; 2025Q3: 12,559 shares; 2025Q4: 12,913 shares; 2026Q1: 12,486 shares 12,486 $915K 0.05% -427 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: 4,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,562 shares; 2026Q1: 18,167 shares 18,167 $915K 0.05% +1,605 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,400 shares; 2025Q1: 29,350 shares; 2025Q2: 38,394 shares; 2025Q3: 30,725 shares; 2025Q4: 22,595 shares; 2026Q1: 22,340 shares 22,340 $913K 0.05% -255 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,896 shares; 2026Q1: 22,735 shares 22,735 $913K 0.05% -1,161 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,997 shares; 2024Q4: 50,207 shares; 2025Q1: 46,990 shares; 2025Q2: 52,949 shares; 2025Q3: 54,047 shares; 2025Q4: 94,528 shares; 2026Q1: 102,514 shares 102,514 $907K 0.05% +7,986 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,831 shares; 2026Q1: 23,385 shares 23,385 $905K 0.05% -446 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 81,935 shares; 2026Q1: 72,812 shares 72,812 $905K 0.05% -9,123 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: 8,862 shares; 2024Q4: 10,940 shares; 2025Q1: 10,671 shares; 2025Q2: 7,912 shares; 2025Q3: 7,994 shares; 2025Q4: 14,094 shares; 2026Q1: 12,425 shares 12,425 $898K 0.05% -1,669 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,039 shares; 2026Q1: 8,098 shares 8,098 $893K 0.05% +59 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,550 shares; 2025Q1: 8,283 shares; 2025Q2: 6,430 shares; 2025Q3: 6,288 shares; 2025Q4: 9,784 shares; 2026Q1: 10,279 shares 10,279 $887K 0.05% +495 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,692 shares; 2024Q4: 17,759 shares; 2025Q1: not reported; 2025Q2: 10,474 shares; 2025Q3: 10,659 shares; 2025Q4: 31,820 shares; 2026Q1: 31,738 shares 31,738 $886K 0.05% -82 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,164 shares; 2025Q1: 666 shares; 2025Q2: 1,158 shares; 2025Q3: 694 shares; 2025Q4: 1,074 shares; 2026Q1: 513 shares 513 $885K 0.05% -561 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,817 shares; 2026Q1: 38,243 shares 38,243 $883K 0.05% -4,574 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,289 shares; 2025Q1: 4,393 shares; 2025Q2: 4,699 shares; 2025Q3: 4,453 shares; 2025Q4: 13,782 shares; 2026Q1: 7,687 shares 7,687 $881K 0.05% -6,095 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,601 shares; 2025Q1: 2,891 shares; 2025Q2: 2,675 shares; 2025Q3: 2,316 shares; 2025Q4: 6,513 shares; 2026Q1: 7,930 shares 7,930 $881K 0.05% +1,417 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,521 shares; 2025Q1: 4,420 shares; 2025Q2: 3,530 shares; 2025Q3: 3,602 shares; 2025Q4: 5,780 shares; 2026Q1: 5,702 shares 5,702 $879K 0.05% -78 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,528 shares; 2026Q1: 20,506 shares 20,506 $875K 0.05% +13,978 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,199 shares; 2026Q1: 8,588 shares 8,588 $874K 0.05% -1,611 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,073 shares; 2026Q1: 34,722 shares 34,722 $870K 0.05% +15,649 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,987 shares; 2026Q1: 39,710 shares 39,710 $869K 0.05% +2,723 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: 6,055 shares; 2024Q4: 5,980 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,600 shares; 2025Q4: 9,773 shares; 2026Q1: 9,714 shares 9,714 $868K 0.05% -59 Timeline SPTI 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: 34,039 shares; 2026Q1: 30,702 shares 30,702 $854K 0.05% -3,337 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED 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: 21,816 shares; 2025Q3: not reported; 2025Q4: 21,316 shares; 2026Q1: 41,032 shares 41,032 $854K 0.05% +19,716 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,053 shares; 2026Q1: 17,626 shares 17,626 $848K 0.05% -1,427 Timeline UMAR 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: not reported; 2025Q4: 23,292 shares; 2026Q1: 21,295 shares 21,295 $846K 0.05% -1,997 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 879 shares; 2025Q4: 8,895 shares; 2026Q1: 3,013 shares 3,013 $842K 0.04% -5,882 Timeline IONQ IONQ INC More: the full row for IONQ 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: 33,490 shares; 2025Q3: 26,890 shares; 2025Q4: 28,535 shares; 2026Q1: 30,115 shares 30,115 $838K 0.04% +1,580 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,311 shares; 2026Q1: 38,387 shares 38,387 $833K 0.04% -924 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,081 shares; 2024Q4: 8,838 shares; 2025Q1: 10,080 shares; 2025Q2: 15,111 shares; 2025Q3: 14,188 shares; 2025Q4: 16,881 shares; 2026Q1: 7,914 shares 7,914 $833K 0.04% -8,967 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares; 2026Q1: 2,645 shares 2,645 $831K 0.04% -1 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: not reported; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 3,277 shares; 2026Q1: 2,908 shares 2,908 $830K 0.04% -369 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 140,646 shares; 2025Q3: 46,273 shares; 2025Q4: 153,562 shares; 2026Q1: 146,718 shares 146,718 $829K 0.04% -6,844 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,940 shares; 2026Q1: 47,565 shares 47,565 $826K 0.04% -375 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 9,411 shares; 2026Q1: 11,488 shares 11,488 $822K 0.04% +2,077 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,239 shares; 2024Q4: 61,164 shares; 2025Q1: 62,199 shares; 2025Q2: 61,228 shares; 2025Q3: 60,293 shares; 2025Q4: 67,814 shares; 2026Q1: 70,196 shares 70,196 $818K 0.04% +2,382 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,700 shares; 2024Q4: 227,200 shares; 2025Q1: 220,600 shares; 2025Q2: 202,800 shares; 2025Q3: 210,100 shares; 2025Q4: 183,000 shares; 2026Q1: 134,066 shares 134,066 $816K 0.04% -48,934 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,600 shares; 2025Q1: 124,400 shares; 2025Q2: 161,050 shares; 2025Q3: 278,050 shares; 2025Q4: 430,800 shares; 2026Q1: 646,850 shares 646,850 $815K 0.04% +216,050 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP 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: 4,437 shares; 2026Q1: 6,428 shares 6,428 $814K 0.04% +1,991 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 55,383 shares; 2026Q1: 54,761 shares 54,761 $814K 0.04% -622 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: 8,701 shares; 2024Q4: 9,841 shares; 2025Q1: 9,699 shares; 2025Q2: 8,639 shares; 2025Q3: 7,568 shares; 2025Q4: 9,113 shares; 2026Q1: 8,770 shares 8,770 $813K 0.04% -343 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: 2,274 shares; 2024Q4: 3,826 shares; 2025Q1: 3,904 shares; 2025Q2: 2,407 shares; 2025Q3: not reported; 2025Q4: 2,942 shares; 2026Q1: 6,152 shares 6,152 $810K 0.04% +3,210 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,026 shares; 2024Q4: 161,536 shares; 2025Q1: 197,071 shares; 2025Q2: 196,802 shares; 2025Q3: 235,036 shares; 2025Q4: 222,654 shares; 2026Q1: 85,520 shares 85,520 $808K 0.04% -137,134 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,912 shares; 2024Q4: 20,837 shares; 2025Q1: 20,622 shares; 2025Q2: 20,622 shares; 2025Q3: 20,622 shares; 2025Q4: 25,894 shares; 2026Q1: 20,622 shares 20,622 $807K 0.04% -5,272 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: 3,472 shares; 2024Q4: 6,081 shares; 2025Q1: 5,622 shares; 2025Q2: 3,316 shares; 2025Q3: 3,084 shares; 2025Q4: 5,356 shares; 2026Q1: 4,873 shares 4,873 $807K 0.04% -483 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV 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: 64,194 shares; 2026Q1: 63,698 shares 63,698 $806K 0.04% -496 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: 1,388 shares; 2024Q4: 1,686 shares; 2025Q1: 1,075 shares; 2025Q2: 1,081 shares; 2025Q3: 5,211 shares; 2025Q4: 6,754 shares; 2026Q1: 1,731 shares 1,731 $803K 0.04% -5,023 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,759 shares; 2026Q1: 39,566 shares 39,566 $801K 0.04% +20,807 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: 3,118 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 385 shares; 2025Q4: 1,222 shares; 2026Q1: 920 shares 920 $800K 0.04% -302 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,423 shares; 2026Q1: 72,509 shares 72,509 $800K 0.04% +4,086 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,781 shares; 2025Q1: 2,782 shares; 2025Q2: 3,090 shares; 2025Q3: 2,783 shares; 2025Q4: 3,339 shares; 2026Q1: 3,812 shares 3,812 $799K 0.04% +473 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 20,052 shares; 2026Q1: 20,052 shares 20,052 $798K 0.04% 0 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: 6,599 shares; 2024Q4: 6,838 shares; 2025Q1: 3,700 shares; 2025Q2: 3,584 shares; 2025Q3: 3,226 shares; 2025Q4: 22,556 shares; 2026Q1: 9,230 shares 9,230 $797K 0.04% -13,326 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,155 shares; 2026Q1: 17,895 shares 17,895 $794K 0.04% -1,260 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,219 shares; 2026Q1: 19,452 shares 19,452 $793K 0.04% -1,767 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,065 shares; 2024Q4: 59,764 shares; 2025Q1: 78,797 shares; 2025Q2: 75,667 shares; 2025Q3: 70,221 shares; 2025Q4: 80,113 shares; 2026Q1: 34,677 shares 34,677 $793K 0.04% -45,436 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: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 3,186 shares; 2025Q2: 3,270 shares; 2025Q3: 2,750 shares; 2025Q4: 6,149 shares; 2026Q1: 6,031 shares 6,031 $793K 0.04% -118 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: 486 shares; 2024Q4: 631 shares; 2025Q1: 676 shares; 2025Q2: 621 shares; 2025Q3: 660 shares; 2025Q4: 1,568 shares; 2026Q1: 1,603 shares 1,603 $792K 0.04% +35 Timeline RSPT 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: 18,570 shares; 2024Q4: 19,920 shares; 2025Q1: 20,497 shares; 2025Q2: 18,197 shares; 2025Q3: 16,997 shares; 2025Q4: 17,222 shares; 2026Q1: 17,222 shares 17,222 $790K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 5,270 shares; 2025Q1: 5,213 shares; 2025Q2: 5,677 shares; 2025Q3: 5,165 shares; 2025Q4: 7,589 shares; 2026Q1: 6,516 shares 6,516 $786K 0.04% -1,073 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 8,323 shares; 2025Q1: 8,942 shares; 2025Q2: 10,120 shares; 2025Q3: 11,801 shares; 2025Q4: 17,141 shares; 2026Q1: 17,125 shares 17,125 $786K 0.04% -16 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,267 shares 1,267 $784K 0.04% -33 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: 9,678 shares; 2024Q4: 9,576 shares; 2025Q1: 10,550 shares; 2025Q2: 10,658 shares; 2025Q3: 10,997 shares; 2025Q4: 11,392 shares; 2026Q1: 1,411 shares 1,411 $783K 0.04% -9,981 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,147 shares; 2026Q1: 102,353 shares 102,353 $778K 0.04% -794 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 45,241 shares; 2025Q1: 47,260 shares; 2025Q2: 47,311 shares; 2025Q3: 47,954 shares; 2025Q4: 71,006 shares; 2026Q1: 80,211 shares 80,211 $764K 0.04% +9,205 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,458 shares; 2025Q1: 13,392 shares; 2025Q2: 13,534 shares; 2025Q3: 13,534 shares; 2025Q4: 13,655 shares; 2026Q1: 13,655 shares 13,655 $762K 0.04% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,231 shares; 2026Q1: 37,277 shares 37,277 $761K 0.04% -954 Timeline SMMD ISHARES 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: 9,984 shares; 2026Q1: 9,963 shares 9,963 $761K 0.04% -21 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: 4,016 shares; 2024Q4: 4,046 shares; 2025Q1: 4,588 shares; 2025Q2: 4,566 shares; 2025Q3: 4,746 shares; 2025Q4: 6,447 shares; 2026Q1: 3,489 shares 3,489 $760K 0.04% -2,958 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: 22,186 shares; 2024Q4: 22,201 shares; 2025Q1: 22,417 shares; 2025Q2: 22,264 shares; 2025Q3: 22,080 shares; 2025Q4: 25,277 shares; 2026Q1: 17,457 shares 17,457 $759K 0.04% -7,820 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 4,582 shares 4,582 $755K 0.04% +2,276 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,173 shares; 2026Q1: 33,451 shares 33,451 $754K 0.04% -3,722 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 16,300 shares; 2026Q1: 17,895 shares 17,895 $749K 0.04% +1,595 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: 4,875 shares; 2024Q4: 5,044 shares; 2025Q1: 4,197 shares; 2025Q2: 4,094 shares; 2025Q3: 4,053 shares; 2025Q4: 4,011 shares; 2026Q1: 4,215 shares 4,215 $749K 0.04% +204 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 12,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,689 shares; 2026Q1: 19,975 shares 19,975 $749K 0.04% +286 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 4,047 shares; 2025Q1: 3,002 shares; 2025Q2: 2,952 shares; 2025Q3: 2,894 shares; 2025Q4: 6,725 shares; 2026Q1: 6,146 shares 6,146 $743K 0.04% -579 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: 17,429 shares; 2024Q4: 17,492 shares; 2025Q1: 17,842 shares; 2025Q2: 16,653 shares; 2025Q3: 4,229 shares; 2025Q4: 6,134 shares; 2026Q1: 6,432 shares 6,432 $741K 0.04% +298 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: not reported; 2024Q4: 5,117 shares; 2025Q1: 5,076 shares; 2025Q2: 6,132 shares; 2025Q3: 8,410 shares; 2025Q4: 11,462 shares; 2026Q1: 10,582 shares 10,582 $741K 0.04% -880 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,835 shares; 2026Q1: 12,066 shares 12,066 $740K 0.04% -769 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,185 shares; 2026Q1: 5,898 shares 5,898 $739K 0.04% -287 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: 3,824 shares; 2024Q4: 3,236 shares; 2025Q1: 5,890 shares; 2025Q2: 3,644 shares; 2025Q3: 3,623 shares; 2025Q4: 8,211 shares; 2026Q1: 4,384 shares 4,384 $738K 0.04% -3,827 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: 2,923 shares; 2024Q4: 2,920 shares; 2025Q1: 1,398 shares; 2025Q2: 1,646 shares; 2025Q3: 1,854 shares; 2025Q4: 4,594 shares; 2026Q1: 3,121 shares 3,121 $737K 0.04% -1,473 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 2,104 shares; 2026Q1: 2,303 shares 2,303 $736K 0.04% +199 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: 12,886 shares; 2025Q2: 15,562 shares; 2025Q3: 16,164 shares; 2025Q4: 26,619 shares; 2026Q1: 29,198 shares 29,198 $735K 0.04% +2,579 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,478 shares; 2026Q1: 18,807 shares 18,807 $733K 0.04% +1,329 Timeline IGHG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,766 shares; 2026Q1: 9,414 shares 9,414 $731K 0.04% +648 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,378 shares; 2026Q1: 24,502 shares 24,502 $726K 0.04% +3,124 Timeline EDV 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: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,172 shares; 2026Q1: 11,172 shares 11,172 $726K 0.04% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,183 shares; 2024Q4: 70,962 shares; 2025Q1: 31,196 shares; 2025Q2: 42,730 shares; 2025Q3: 10,734 shares; 2025Q4: 19,888 shares; 2026Q1: 26,150 shares 26,150 $718K 0.04% +6,262 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 46,533 shares 46,533 $714K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,900 shares 30,900 $713K 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,141 shares; 2025Q1: 8,065 shares; 2025Q2: 6,859 shares; 2025Q3: 6,545 shares; 2025Q4: 7,931 shares; 2026Q1: 7,731 shares 7,731 $713K 0.04% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares; 2026Q1: 2,043 shares 2,043 $709K 0.04% -63 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 19,585 shares; 2025Q1: 22,685 shares; 2025Q2: 23,354 shares; 2025Q3: 24,069 shares; 2025Q4: 25,776 shares; 2026Q1: 55,316 shares 55,316 $705K 0.04% +29,540 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,951 shares; 2026Q1: 8,462 shares 8,462 $705K 0.04% -489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,908 shares 11,908 $704K 0.04% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 17,648 shares 17,648 $703K 0.04% -382 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares; 2026Q1: 1,285 shares 1,285 $701K 0.04% +211 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: 11,372 shares; 2024Q4: 12,016 shares; 2025Q1: 12,417 shares; 2025Q2: 10,581 shares; 2025Q3: 9,432 shares; 2025Q4: 12,303 shares; 2026Q1: 12,363 shares 12,363 $700K 0.04% +60 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,549 shares; 2024Q4: 39,407 shares; 2025Q1: 43,157 shares; 2025Q2: 50,252 shares; 2025Q3: 47,178 shares; 2025Q4: 96,362 shares; 2026Q1: 98,058 shares 98,058 $696K 0.04% +1,696 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,297 shares; 2025Q2: 1,657 shares; 2025Q3: 2,047 shares; 2025Q4: 2,332 shares; 2026Q1: 3,350 shares 3,350 $695K 0.04% +1,018 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: 1,352 shares; 2024Q4: 1,444 shares; 2025Q1: 1,448 shares; 2025Q2: 1,299 shares; 2025Q3: 1,239 shares; 2025Q4: 1,515 shares; 2026Q1: 1,404 shares 1,404 $694K 0.04% -111 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: 4,642 shares; 2024Q4: 4,780 shares; 2025Q1: 2,864 shares; 2025Q2: 2,863 shares; 2025Q3: not reported; 2025Q4: 15,555 shares; 2026Q1: 9,792 shares 9,792 $688K 0.04% -5,763 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 2,505 shares; 2025Q1: 2,171 shares; 2025Q2: 2,178 shares; 2025Q3: 2,184 shares; 2025Q4: 3,494 shares; 2026Q1: 6,628 shares 6,628 $684K 0.04% +3,134 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: 2,237 shares; 2024Q4: 2,090 shares; 2025Q1: 1,961 shares; 2025Q2: 1,902 shares; 2025Q3: 1,578 shares; 2025Q4: 3,392 shares; 2026Q1: 2,498 shares 2,498 $684K 0.04% -894 Timeline ROBT 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: 5,956 shares; 2024Q4: 6,442 shares; 2025Q1: 10,192 shares; 2025Q2: 10,227 shares; 2025Q3: 9,427 shares; 2025Q4: 13,042 shares; 2026Q1: 14,542 shares 14,542 $680K 0.04% +1,500 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,145 shares; 2024Q4: 50,329 shares; 2025Q1: 52,405 shares; 2025Q2: 54,880 shares; 2025Q3: 56,268 shares; 2025Q4: 60,441 shares; 2026Q1: 65,883 shares 65,883 $675K 0.04% +5,442 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 14,027 shares; 2025Q4: 35,335 shares; 2026Q1: 49,616 shares 49,616 $674K 0.04% +14,281 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,715 shares; 2025Q3: not reported; 2025Q4: 15,665 shares; 2026Q1: 29,292 shares 29,292 $669K 0.04% +13,627 Timeline