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: not loaded; 2024Q4: 51,164 shares; 2025Q1: 64,942 shares; 2025Q2: 40,980 shares; 2025Q3: 201,856 shares; 2025Q4: 212,752 shares; 2026Q1: 226,471 shares 226,471 $20.8M 3.03% +13,719 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834,391 shares; 2025Q1: 836,123 shares; 2025Q2: 820,430 shares; 2025Q3: 751,817 shares; 2025Q4: 703,125 shares; 2026Q1: 664,185 shares 664,185 $15.6M 2.28% -38,940 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 567,994 shares; 2025Q1: 572,898 shares; 2025Q2: 563,594 shares; 2025Q3: 523,436 shares; 2025Q4: 492,192 shares; 2026Q1: 463,155 shares 463,155 $15.6M 2.27% -29,037 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548,685 shares; 2025Q1: 552,357 shares; 2025Q2: 542,510 shares; 2025Q3: 502,203 shares; 2025Q4: 473,692 shares; 2026Q1: 445,548 shares 445,548 $13.9M 2.03% -28,144 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 547,975 shares; 2025Q1: 475,871 shares; 2025Q2: 464,677 shares; 2025Q3: 430,978 shares; 2025Q4: 420,582 shares; 2026Q1: 405,808 shares 405,808 $13.8M 2.01% -14,774 Timeline CLIP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 3,810 shares; 2025Q4: not reported; 2026Q1: 129,343 shares 129,343 $13M 1.89% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,049 shares; 2025Q1: 45,333 shares; 2025Q2: 53,799 shares; 2025Q3: 72,062 shares; 2025Q4: 64,852 shares; 2026Q1: 68,499 shares 68,499 $11.9M 1.74% +3,647 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: not loaded; 2024Q4: 7,963 shares; 2025Q1: 7,271 shares; 2025Q2: 10,439 shares; 2025Q3: 31,561 shares; 2025Q4: 35,745 shares; 2026Q1: 38,360 shares 38,360 $11M 1.6% +2,615 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 loaded; 2024Q4: 172,114 shares; 2025Q1: 169,140 shares; 2025Q2: 149,453 shares; 2025Q3: 155,014 shares; 2025Q4: 126,450 shares; 2026Q1: 107,858 shares 107,858 $10.9M 1.58% -18,592 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: not loaded; 2024Q4: 19,554 shares; 2025Q1: 12,502 shares; 2025Q2: 14,696 shares; 2025Q3: 26,496 shares; 2025Q4: 24,203 shares; 2026Q1: 24,770 shares 24,770 $10.8M 1.58% +567 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,800 shares; 2025Q3: 184,185 shares; 2025Q4: 214,922 shares; 2026Q1: 231,757 shares 231,757 $10.7M 1.56% +16,835 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: not loaded; 2024Q4: 10,608 shares; 2025Q1: 9,641 shares; 2025Q2: 284,264 shares; 2025Q3: 318,151 shares; 2025Q4: 337,327 shares; 2026Q1: 347,320 shares 347,320 $10.1M 1.48% +9,993 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: not loaded; 2024Q4: 8,525 shares; 2025Q1: 15,730 shares; 2025Q2: 15,343 shares; 2025Q3: 38,501 shares; 2025Q4: 45,426 shares; 2026Q1: 48,032 shares 48,032 $10M 1.46% +2,606 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193,259 shares; 2025Q1: 320,167 shares; 2025Q2: 338,901 shares; 2025Q3: 268,174 shares; 2025Q4: 279,049 shares; 2026Q1: 288,209 shares 288,209 $9.88M 1.44% +9,160 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: not loaded; 2024Q4: 38,189 shares; 2025Q1: 32,795 shares; 2025Q2: 30,835 shares; 2025Q3: 23,446 shares; 2025Q4: 15,991 shares; 2026Q1: 15,499 shares 15,499 $8.95M 1.3% -492 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,765 shares; 2025Q1: 133,812 shares; 2025Q2: 134,247 shares; 2025Q3: 167,948 shares; 2025Q4: 158,892 shares; 2026Q1: 162,257 shares 162,257 $8.55M 1.25% +3,365 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: not loaded; 2024Q4: 14,470 shares; 2025Q1: 15,081 shares; 2025Q2: 18,691 shares; 2025Q3: 27,001 shares; 2025Q4: 27,348 shares; 2026Q1: 30,809 shares 30,809 $7.82M 1.14% +3,461 Timeline CAOS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,147 shares; 2026Q1: 82,000 shares 82,000 $7.44M 1.09% +13,853 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: not loaded; 2024Q4: 15,241 shares; 2025Q1: 29,375 shares; 2025Q2: 6,734 shares; 2025Q3: 53,841 shares; 2025Q4: 120,504 shares; 2026Q1: 121,167 shares 121,167 $7.42M 1.08% +663 Timeline SCHR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192,460 shares; 2025Q4: 244,761 shares; 2026Q1: 295,042 shares 295,042 $7.35M 1.07% +50,281 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204,611 shares; 2025Q1: 551,522 shares; 2025Q2: 651,565 shares; 2025Q3: 509,856 shares; 2025Q4: 542,178 shares; 2026Q1: 566,856 shares 566,856 $7.3M 1.06% +24,678 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: not loaded; 2024Q4: 23,397 shares; 2025Q1: 26,261 shares; 2025Q2: 19,946 shares; 2025Q3: 18,275 shares; 2025Q4: 15,625 shares; 2026Q1: 14,599 shares 14,599 $6.28M 0.92% -1,026 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,004 shares; 2025Q4: 82,649 shares; 2026Q1: 101,634 shares 101,634 $6.23M 0.91% +18,985 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,581 shares; 2025Q4: 66,449 shares; 2026Q1: 81,119 shares 81,119 $6.02M 0.88% +14,670 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,744 shares; 2025Q4: 110,759 shares; 2026Q1: 130,124 shares 130,124 $6.01M 0.88% +19,365 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,389 shares; 2025Q4: 43,529 shares; 2026Q1: 52,233 shares 52,233 $5.77M 0.84% +8,704 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: not loaded; 2024Q4: 79,193 shares; 2025Q1: 75,375 shares; 2025Q2: 121,689 shares; 2025Q3: 133,570 shares; 2025Q4: 160,318 shares; 2026Q1: 167,277 shares 167,277 $5.65M 0.82% +6,959 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,811 shares; 2025Q1: 68,491 shares; 2025Q2: 80,433 shares; 2025Q3: 95,266 shares; 2025Q4: 150,509 shares; 2026Q1: 135,980 shares 135,980 $5.37M 0.78% -14,529 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,791 shares; 2025Q3: 25,254 shares; 2025Q4: 24,038 shares; 2026Q1: 22,864 shares 22,864 $4.94M 0.72% -1,174 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,493 shares; 2025Q4: 64,621 shares; 2026Q1: 63,717 shares 63,717 $4.88M 0.71% -904 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,997 shares; 2025Q3: 64,742 shares; 2025Q4: 62,853 shares; 2026Q1: 61,224 shares 61,224 $4.84M 0.71% -1,629 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,532 shares; 2025Q3: 198,335 shares; 2025Q4: 191,125 shares; 2026Q1: 178,616 shares 178,616 $4.48M 0.65% -12,509 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,839 shares; 2025Q4: 97,367 shares; 2026Q1: 114,040 shares 114,040 $4.48M 0.65% +16,673 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,086 shares; 2025Q4: 167,981 shares; 2026Q1: 196,204 shares 196,204 $4.46M 0.65% +28,223 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,492 shares; 2025Q4: 85,184 shares; 2026Q1: 110,967 shares 110,967 $4.45M 0.65% +25,783 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: not loaded; 2024Q4: 2,985 shares; 2025Q1: 6,401 shares; 2025Q2: 7,688 shares; 2025Q3: 10,032 shares; 2025Q4: 10,720 shares; 2026Q1: 11,806 shares 11,806 $4.39M 0.64% +1,086 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,541 shares; 2025Q4: 59,107 shares; 2026Q1: 87,104 shares 87,104 $4.39M 0.64% +27,997 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,445 shares; 2025Q2: 31,110 shares; 2025Q3: 92,673 shares; 2025Q4: 136,374 shares; 2026Q1: 251,531 shares 251,531 $4.36M 0.64% +115,157 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,024 shares; 2025Q2: 1,488 shares; 2025Q3: 12,208 shares; 2025Q4: 12,016 shares; 2026Q1: 11,457 shares 11,457 $4.21M 0.61% -559 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: not loaded; 2024Q4: 1,034 shares; 2025Q1: 2,282 shares; 2025Q2: 3,176 shares; 2025Q3: 8,083 shares; 2025Q4: 9,896 shares; 2026Q1: 7,266 shares 7,266 $4.16M 0.61% -2,630 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,290 shares; 2025Q1: 15,592 shares; 2025Q2: 9,089 shares; 2025Q3: 16,508 shares; 2025Q4: 99,334 shares; 2026Q1: 106,762 shares 106,762 $4.12M 0.6% +7,428 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: not loaded; 2024Q4: 464 shares; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 5,558 shares; 2025Q4: 5,951 shares; 2026Q1: 6,017 shares 6,017 $3.91M 0.57% +66 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,141 shares; 2025Q1: 4,919 shares; 2025Q2: 17,166 shares; 2025Q3: 27,832 shares; 2025Q4: 35,789 shares; 2026Q1: 34,940 shares 34,940 $3.83M 0.56% -849 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: not loaded; 2024Q4: 4,871 shares; 2025Q1: 5,634 shares; 2025Q2: 3,067 shares; 2025Q3: 5,942 shares; 2025Q4: 6,100 shares; 2026Q1: 6,414 shares 6,414 $3.83M 0.56% +314 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: not loaded; 2024Q4: 37,854 shares; 2025Q1: 36,443 shares; 2025Q2: 147,985 shares; 2025Q3: 140,850 shares; 2025Q4: 123,506 shares; 2026Q1: 120,620 shares 120,620 $3.7M 0.54% -2,886 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: not loaded; 2024Q4: 6,018 shares; 2025Q1: 5,564 shares; 2025Q2: 9,233 shares; 2025Q3: 14,219 shares; 2025Q4: 14,504 shares; 2026Q1: 9,657 shares 9,657 $3.57M 0.52% -4,847 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,838 shares; 2025Q1: 82,739 shares; 2025Q2: 86,361 shares; 2025Q3: 68,614 shares; 2025Q4: 93,388 shares; 2026Q1: 100,716 shares 100,716 $3.51M 0.51% +7,328 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: not loaded; 2024Q4: 1,021 shares; 2025Q1: 1,124 shares; 2025Q2: not reported; 2025Q3: 4,331 shares; 2025Q4: 5,957 shares; 2026Q1: 6,897 shares 6,897 $3.45M 0.5% +940 Timeline XTRE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,156 shares; 2025Q3: 33,920 shares; 2025Q4: 36,136 shares; 2026Q1: 67,486 shares 67,486 $3.34M 0.49% +31,350 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: not loaded; 2024Q4: 5,618 shares; 2025Q1: 7,275 shares; 2025Q2: 17,798 shares; 2025Q3: 16,126 shares; 2025Q4: 18,184 shares; 2026Q1: 13,757 shares 13,757 $3.27M 0.48% -4,427 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: not loaded; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: 13,024 shares; 2025Q3: 17,098 shares; 2025Q4: 17,200 shares; 2026Q1: 15,851 shares 15,851 $3.22M 0.47% -1,349 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 loaded; 2024Q4: 11,743 shares; 2025Q1: 13,260 shares; 2025Q2: 26,767 shares; 2025Q3: 30,309 shares; 2025Q4: 30,776 shares; 2026Q1: 29,053 shares 29,053 $3.22M 0.47% -1,723 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: not loaded; 2024Q4: 9,937 shares; 2025Q1: 17,210 shares; 2025Q2: 14,097 shares; 2025Q3: 20,591 shares; 2025Q4: 59,918 shares; 2026Q1: 80,975 shares 80,975 $3.19M 0.47% +21,057 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: not loaded; 2024Q4: 3,282 shares; 2025Q1: 2,786 shares; 2025Q2: 1,508 shares; 2025Q3: 7,394 shares; 2025Q4: 9,559 shares; 2026Q1: 8,146 shares 8,146 $3.12M 0.46% -1,413 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: not loaded; 2024Q4: 3,567 shares; 2025Q1: 5,453 shares; 2025Q2: 5,643 shares; 2025Q3: 7,513 shares; 2025Q4: 7,785 shares; 2026Q1: 8,442 shares 8,442 $3.01M 0.44% +657 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: not loaded; 2024Q4: 1,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,634 shares; 2025Q4: 23,559 shares; 2026Q1: 22,476 shares 22,476 $2.99M 0.44% -1,083 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,978 shares 47,978 $2.98M 0.43% new Timeline ISPY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,713 shares; 2025Q4: 52,734 shares; 2026Q1: 68,163 shares 68,163 $2.95M 0.43% +15,429 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: not loaded; 2024Q4: 298 shares; 2025Q1: 850 shares; 2025Q2: 877 shares; 2025Q3: 2,443 shares; 2025Q4: 26,730 shares; 2026Q1: 30,293 shares 30,293 $2.91M 0.42% +3,563 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,982 shares; 2025Q4: 20,145 shares; 2026Q1: 19,602 shares 19,602 $2.84M 0.41% -543 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,015 shares; 2025Q4: 31,828 shares; 2026Q1: 22,332 shares 22,332 $2.82M 0.41% -9,496 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,016 shares; 2025Q3: 27,933 shares; 2025Q4: 90,185 shares; 2026Q1: 98,086 shares 98,086 $2.7M 0.39% +7,901 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 4,065 shares; 2026Q1: 5,413 shares 5,413 $2.68M 0.39% +1,348 Timeline USDU 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 loaded; 2024Q4: 102,169 shares; 2025Q1: 164,749 shares; 2025Q2: 61,716 shares; 2025Q3: 125,943 shares; 2025Q4: 225,417 shares; 2026Q1: 100,114 shares 100,114 $2.64M 0.38% -125,303 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,027 shares; 2025Q4: 16,164 shares; 2026Q1: 16,047 shares 16,047 $2.6M 0.38% -117 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,750 shares; 2025Q1: 298,593 shares; 2025Q2: 264,911 shares; 2025Q3: 260,865 shares; 2025Q4: 261,002 shares; 2026Q1: 300,578 shares 300,578 $2.56M 0.37% +39,576 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: not loaded; 2024Q4: 3,390 shares; 2025Q1: 3,227 shares; 2025Q2: 2,270 shares; 2025Q3: 4,407 shares; 2025Q4: 4,539 shares; 2026Q1: 5,220 shares 5,220 $2.5M 0.36% +681 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,495 shares; 2025Q4: 114,427 shares; 2026Q1: 127,530 shares 127,530 $2.48M 0.36% +13,103 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,262 shares; 2025Q4: 20,893 shares; 2026Q1: 29,272 shares 29,272 $2.45M 0.36% +8,379 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,560 shares; 2025Q4: 21,924 shares; 2026Q1: 21,704 shares 21,704 $2.41M 0.35% -220 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: not loaded; 2024Q4: 760 shares; 2025Q1: 605 shares; 2025Q2: 359 shares; 2025Q3: 398 shares; 2025Q4: 2,777 shares; 2026Q1: 2,742 shares 2,742 $2.37M 0.35% -35 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,306 shares; 2026Q1: 112,581 shares 112,581 $2.37M 0.35% +72,275 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,809 shares; 2025Q4: 60,993 shares; 2026Q1: 73,717 shares 73,717 $2.32M 0.34% +12,724 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,478 shares; 2025Q4: 6,699 shares; 2026Q1: 8,341 shares 8,341 $2.32M 0.34% +1,642 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,427 shares; 2025Q4: 73,645 shares; 2026Q1: 77,270 shares 77,270 $2.3M 0.34% +3,625 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: not loaded; 2024Q4: 15,903 shares; 2025Q1: 14,525 shares; 2025Q2: 26,127 shares; 2025Q3: 28,401 shares; 2025Q4: 34,543 shares; 2026Q1: 45,819 shares 45,819 $2.28M 0.33% +11,276 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 9,723 shares; 2026Q1: 19,260 shares 19,260 $2.27M 0.33% +9,537 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,199 shares; 2025Q1: 4,943 shares; 2025Q2: not reported; 2025Q3: 32,205 shares; 2025Q4: 42,966 shares; 2026Q1: 38,119 shares 38,119 $2.21M 0.32% -4,847 Timeline ONOF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,493 shares 59,493 $2.16M 0.31% new 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: not loaded; 2024Q4: 1,581 shares; 2025Q1: 1,649 shares; 2025Q2: 5,043 shares; 2025Q3: 7,079 shares; 2025Q4: 7,124 shares; 2026Q1: 7,430 shares 7,430 $2.14M 0.31% +306 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,650 shares 45,650 $2.13M 0.31% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 6,499 shares; 2025Q4: 6,994 shares; 2026Q1: 8,223 shares 8,223 $2.12M 0.31% +1,229 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,743 shares; 2025Q1: 40,208 shares; 2025Q2: 44,119 shares; 2025Q3: 48,309 shares; 2025Q4: 62,731 shares; 2026Q1: 75,202 shares 75,202 $2.11M 0.31% +12,471 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,941 shares; 2025Q3: 86,847 shares; 2025Q4: 82,531 shares; 2026Q1: 81,664 shares 81,664 $2.09M 0.3% -867 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: not loaded; 2024Q4: 12,600 shares; 2025Q1: 18,828 shares; 2025Q2: 21,175 shares; 2025Q3: 33,325 shares; 2025Q4: 30,368 shares; 2026Q1: 32,360 shares 32,360 $2.07M 0.3% +1,992 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,124 shares; 2025Q1: 19,888 shares; 2025Q2: 18,344 shares; 2025Q3: 19,857 shares; 2025Q4: 20,232 shares; 2026Q1: 19,429 shares 19,429 $2.06M 0.3% -803 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: not loaded; 2024Q4: 18,978 shares; 2025Q1: 13,870 shares; 2025Q2: 48,995 shares; 2025Q3: 46,848 shares; 2025Q4: 49,211 shares; 2026Q1: 58,338 shares 58,338 $2.06M 0.3% +9,127 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,068 shares; 2025Q4: 48,309 shares; 2026Q1: 44,793 shares 44,793 $2.04M 0.3% -3,516 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: not loaded; 2024Q4: 493 shares; 2025Q1: 824 shares; 2025Q2: 408 shares; 2025Q3: 1,379 shares; 2025Q4: 1,644 shares; 2026Q1: 2,046 shares 2,046 $2.04M 0.3% +402 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,456 shares; 2025Q4: 43,978 shares; 2026Q1: 51,311 shares 51,311 $2M 0.29% +7,333 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 5,746 shares; 2026Q1: 6,858 shares 6,858 $1.97M 0.29% +1,112 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,366 shares; 2025Q4: 39,654 shares; 2026Q1: 39,640 shares 39,640 $1.96M 0.29% -14 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: not loaded; 2024Q4: 4,484 shares; 2025Q1: 7,103 shares; 2025Q2: 6,920 shares; 2025Q3: 19,393 shares; 2025Q4: 41,967 shares; 2026Q1: 42,619 shares 42,619 $1.96M 0.29% +652 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,372 shares 14,372 $1.95M 0.28% new Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,850 shares 29,850 $1.94M 0.28% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,861 shares; 2025Q4: 37,532 shares; 2026Q1: 37,882 shares 37,882 $1.89M 0.28% +350 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,233 shares; 2025Q1: 102,676 shares; 2025Q2: 106,589 shares; 2025Q3: 123,684 shares; 2025Q4: 123,013 shares; 2026Q1: 135,157 shares 135,157 $1.88M 0.27% +12,144 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,121 shares; 2025Q1: 19,732 shares; 2025Q2: 61,834 shares; 2025Q3: 37,326 shares; 2025Q4: 35,591 shares; 2026Q1: 31,185 shares 31,185 $1.86M 0.27% -4,406 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,771 shares; 2025Q4: 11,711 shares; 2026Q1: 12,612 shares 12,612 $1.85M 0.27% +901 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,537 shares; 2025Q4: 23,442 shares; 2026Q1: 26,670 shares 26,670 $1.74M 0.25% +3,228 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,814 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,715 shares; 2026Q1: 13,541 shares 13,541 $1.71M 0.25% +826 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,303 shares; 2025Q4: 21,765 shares; 2026Q1: 20,623 shares 20,623 $1.71M 0.25% -1,142 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,070 shares; 2025Q4: 16,422 shares; 2026Q1: 20,986 shares 20,986 $1.68M 0.25% +4,564 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 loaded; 2024Q4: 5,281 shares; 2025Q1: 22,062 shares; 2025Q2: 6,497 shares; 2025Q3: 10,139 shares; 2025Q4: 10,545 shares; 2026Q1: 14,101 shares 14,101 $1.67M 0.24% +3,556 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,765 shares; 2026Q1: 126,075 shares 126,075 $1.67M 0.24% +36,310 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: not loaded; 2024Q4: 4,199 shares; 2025Q1: 8,082 shares; 2025Q2: 10,004 shares; 2025Q3: 15,005 shares; 2025Q4: 16,939 shares; 2026Q1: 23,805 shares 23,805 $1.66M 0.24% +6,866 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares; 2025Q4: 6,193 shares; 2026Q1: 9,433 shares 9,433 $1.62M 0.24% +3,240 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: not loaded; 2024Q4: 9,407 shares; 2025Q1: 5,712 shares; 2025Q2: 6,794 shares; 2025Q3: 5,323 shares; 2025Q4: 2,533 shares; 2026Q1: 2,449 shares 2,449 $1.6M 0.23% -84 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: not loaded; 2024Q4: 1,365 shares; 2025Q1: 5,654 shares; 2025Q2: 2,579 shares; 2025Q3: 6,651 shares; 2025Q4: 5,621 shares; 2026Q1: 5,150 shares 5,150 $1.59M 0.23% -471 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,269 shares; 2025Q4: 14,717 shares; 2026Q1: 14,609 shares 14,609 $1.59M 0.23% -108 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 455 shares; 2025Q4: 784 shares; 2026Q1: 914 shares 914 $1.58M 0.23% +130 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: not loaded; 2024Q4: not reported; 2025Q1: 8,424 shares; 2025Q2: 20,346 shares; 2025Q3: 13,386 shares; 2025Q4: 13,271 shares; 2026Q1: 12,405 shares 12,405 $1.54M 0.22% -866 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,209 shares; 2025Q3: 6,910 shares; 2025Q4: 7,947 shares; 2026Q1: 12,775 shares 12,775 $1.52M 0.22% +4,828 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,552 shares; 2025Q4: 33,660 shares; 2026Q1: 32,418 shares 32,418 $1.52M 0.22% -1,242 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,485 shares 2,485 $1.5M 0.22% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares 7,567 $1.46M 0.21% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares 1,632 $1.43M 0.21% new Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,260 shares 52,260 $1.42M 0.21% new 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: not loaded; 2024Q4: 21,997 shares; 2025Q1: 33,585 shares; 2025Q2: 8,461 shares; 2025Q3: 20,831 shares; 2025Q4: 17,769 shares; 2026Q1: 16,323 shares 16,323 $1.42M 0.21% -1,446 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,236 shares; 2025Q4: 12,025 shares; 2026Q1: 14,113 shares 14,113 $1.41M 0.21% +2,088 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,510 shares; 2025Q3: 26,688 shares; 2025Q4: 25,234 shares; 2026Q1: 27,020 shares 27,020 $1.37M 0.2% +1,786 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,685 shares; 2025Q2: 7,288 shares; 2025Q3: 7,412 shares; 2025Q4: 6,945 shares; 2026Q1: 5,584 shares 5,584 $1.34M 0.2% -1,361 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,987 shares 93,987 $1.3M 0.19% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,098 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 7,592 shares; 2025Q4: 7,272 shares; 2026Q1: 6,914 shares 6,914 $1.27M 0.19% -358 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,136 shares; 2025Q1: 8,077 shares; 2025Q2: 8,661 shares; 2025Q3: 7,616 shares; 2025Q4: 7,079 shares; 2026Q1: 4,999 shares 4,999 $1.27M 0.19% -2,080 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,066 shares 9,066 $1.27M 0.18% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,686 shares; 2025Q1: 18,225 shares; 2025Q2: 26,374 shares; 2025Q3: 17,538 shares; 2025Q4: 22,336 shares; 2026Q1: 25,033 shares 25,033 $1.27M 0.18% +2,697 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: not loaded; 2024Q4: 10,851 shares; 2025Q1: 15,250 shares; 2025Q2: 13,931 shares; 2025Q3: 29,800 shares; 2025Q4: 28,717 shares; 2026Q1: 15,274 shares 15,274 $1.25M 0.18% -13,443 Timeline XTWY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,207 shares; 2025Q4: 30,058 shares; 2026Q1: 33,149 shares 33,149 $1.25M 0.18% +3,091 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,485 shares; 2025Q1: 8,462 shares; 2025Q2: 12,760 shares; 2025Q3: 17,182 shares; 2025Q4: 19,507 shares; 2026Q1: 21,375 shares 21,375 $1.24M 0.18% +1,868 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,465 shares; 2025Q4: 5,598 shares; 2026Q1: 7,814 shares 7,814 $1.24M 0.18% +2,216 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 356 shares; 2026Q1: 291 shares 291 $1.22M 0.18% -65 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,767 shares; 2025Q4: 14,012 shares; 2026Q1: 13,132 shares 13,132 $1.22M 0.18% -880 Timeline OPPJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,672 shares; 2025Q4: 22,604 shares; 2026Q1: 22,296 shares 22,296 $1.21M 0.18% -308 Timeline PTBD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,658 shares 63,658 $1.21M 0.18% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares 4,260 $1.2M 0.18% new 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: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 6,056 shares; 2025Q4: 6,151 shares; 2026Q1: 5,530 shares 5,530 $1.2M 0.18% -621 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: not loaded; 2024Q4: 1,536 shares; 2025Q1: 2,703 shares; 2025Q2: 4,076 shares; 2025Q3: 5,185 shares; 2025Q4: 5,323 shares; 2026Q1: 6,239 shares 6,239 $1.2M 0.17% +916 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,705 shares 3,705 $1.19M 0.17% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,749 shares; 2025Q1: 3,419 shares; 2025Q2: 4,495 shares; 2025Q3: 4,594 shares; 2025Q4: 4,294 shares; 2026Q1: 3,978 shares 3,978 $1.19M 0.17% -316 Timeline WCME 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,036 shares; 2025Q3: not reported; 2025Q4: 36,246 shares; 2026Q1: 70,734 shares 70,734 $1.19M 0.17% +34,488 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,266 shares 46,266 $1.19M 0.17% new 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: not loaded; 2024Q4: 17,395 shares; 2025Q1: 11,315 shares; 2025Q2: 13,067 shares; 2025Q3: 13,127 shares; 2025Q4: 11,548 shares; 2026Q1: 11,811 shares 11,811 $1.18M 0.17% +263 Timeline PTMC 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 loaded; 2024Q4: 67,016 shares; 2025Q1: 56,352 shares; 2025Q2: 47,463 shares; 2025Q3: 47,068 shares; 2025Q4: 46,906 shares; 2026Q1: 32,043 shares 32,043 $1.17M 0.17% -14,863 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,107 shares 57,107 $1.16M 0.17% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $1.16M 0.17% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,986 shares; 2025Q1: 9,734 shares; 2025Q2: 10,993 shares; 2025Q3: 12,571 shares; 2025Q4: 12,566 shares; 2026Q1: 13,141 shares 13,141 $1.16M 0.17% +575 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 5,022 shares; 2025Q4: 5,284 shares; 2026Q1: 14,026 shares 14,026 $1.16M 0.17% +8,742 Timeline DFJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,738 shares; 2025Q4: 8,484 shares; 2026Q1: 11,338 shares 11,338 $1.16M 0.17% +2,854 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,094 shares; 2025Q4: 14,277 shares; 2026Q1: 14,517 shares 14,517 $1.15M 0.17% +240 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,672 shares; 2025Q4: 7,550 shares; 2026Q1: 9,498 shares 9,498 $1.11M 0.16% +1,948 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,018 shares; 2025Q4: 9,221 shares; 2026Q1: 10,034 shares 10,034 $1.11M 0.16% +813 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: not loaded; 2024Q4: 55,340 shares; 2025Q1: 30,029 shares; 2025Q2: 31,318 shares; 2025Q3: 24,262 shares; 2025Q4: 8,877 shares; 2026Q1: 11,895 shares 11,895 $1.1M 0.16% +3,018 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,953 shares; 2025Q4: 18,670 shares; 2026Q1: 24,351 shares 24,351 $1.08M 0.16% +5,681 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,266 shares; 2025Q4: 14,240 shares; 2026Q1: 32,613 shares 32,613 $1.08M 0.16% +18,373 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,997 shares; 2025Q4: 109,521 shares; 2026Q1: 42,042 shares 42,042 $1.08M 0.16% -67,479 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,686 shares; 2025Q4: 11,741 shares; 2026Q1: 18,141 shares 18,141 $1.07M 0.16% +6,400 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,871 shares; 2025Q3: 23,681 shares; 2025Q4: 28,876 shares; 2026Q1: 37,207 shares 37,207 $1.07M 0.16% +8,331 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 12,321 shares; 2025Q3: 11,776 shares; 2025Q4: 11,343 shares; 2026Q1: 12,608 shares 12,608 $1.06M 0.16% +1,265 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: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,348 shares; 2025Q2: 4,186 shares; 2025Q3: 4,116 shares; 2025Q4: 3,190 shares; 2026Q1: 6,210 shares 6,210 $1.05M 0.15% +3,020 Timeline CLOA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,601 shares 19,601 $1.02M 0.15% new 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: not loaded; 2024Q4: 25,634 shares; 2025Q1: 13,653 shares; 2025Q2: 12,546 shares; 2025Q3: 11,366 shares; 2025Q4: 5,238 shares; 2026Q1: 5,123 shares 5,123 $1.01M 0.15% -115 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: not loaded; 2024Q4: 4,349 shares; 2025Q1: 4,340 shares; 2025Q2: 5,657 shares; 2025Q3: 6,520 shares; 2025Q4: 7,276 shares; 2026Q1: 6,814 shares 6,814 $997K 0.15% -462 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,940 shares; 2025Q4: 7,712 shares; 2026Q1: 12,663 shares 12,663 $993K 0.14% +4,951 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 4,061 shares; 2025Q4: not reported; 2026Q1: 3,942 shares 3,942 $988K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 13,797 shares; 2025Q4: 11,693 shares; 2026Q1: 2,877 shares 2,877 $972K 0.14% -8,816 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 5,621 shares; 2025Q4: 13,373 shares; 2026Q1: 19,470 shares 19,470 $963K 0.14% +6,097 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,341 shares; 2026Q1: 217,792 shares 217,792 $956K 0.14% +176,451 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: not loaded; 2024Q4: 5,210 shares; 2025Q1: 8,025 shares; 2025Q2: 15,108 shares; 2025Q3: 14,092 shares; 2025Q4: 13,960 shares; 2026Q1: 13,621 shares 13,621 $930K 0.14% -339 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,673 shares 15,673 $921K 0.13% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,957 shares; 2025Q4: 19,115 shares; 2026Q1: 18,460 shares 18,460 $892K 0.13% -655 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 4,748 shares; 2026Q1: 5,426 shares 5,426 $870K 0.13% +678 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: not loaded; 2024Q4: 10,290 shares; 2025Q1: 8,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,955 shares; 2026Q1: 18,378 shares 18,378 $864K 0.13% +2,423 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: not loaded; 2024Q4: 15,980 shares; 2025Q1: 15,709 shares; 2025Q2: 15,891 shares; 2025Q3: 15,861 shares; 2025Q4: 15,790 shares; 2026Q1: 15,934 shares 15,934 $863K 0.13% +144 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: not loaded; 2024Q4: 18,101 shares; 2025Q1: 18,529 shares; 2025Q2: 2,404 shares; 2025Q3: 2,877 shares; 2025Q4: 2,585 shares; 2026Q1: 2,659 shares 2,659 $853K 0.12% +74 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 5,406 shares; 2026Q1: 5,209 shares 5,209 $852K 0.12% -197 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,825 shares; 2025Q1: 9,803 shares; 2025Q2: 4,917 shares; 2025Q3: 4,307 shares; 2025Q4: 4,364 shares; 2026Q1: 6,721 shares 6,721 $843K 0.12% +2,357 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $839K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,492 shares; 2025Q4: 8,524 shares; 2026Q1: 8,290 shares 8,290 $834K 0.12% -234 Timeline BUL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 4,234 shares; 2026Q1: 15,418 shares 15,418 $833K 0.12% +11,184 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,818 shares; 2025Q4: 15,250 shares; 2026Q1: 17,829 shares 17,829 $824K 0.12% +2,579 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,910 shares; 2025Q4: 6,669 shares; 2026Q1: 10,044 shares 10,044 $821K 0.12% +3,375 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: not loaded; 2024Q4: 2,115 shares; 2025Q1: not reported; 2025Q2: 4,872 shares; 2025Q3: 10,033 shares; 2025Q4: 6,438 shares; 2026Q1: 5,598 shares 5,598 $812K 0.12% -840 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,087 shares 2,087 $810K 0.12% new 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: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,297 shares; 2025Q2: 1,335 shares; 2025Q3: 1,326 shares; 2025Q4: 1,042 shares; 2026Q1: 2,002 shares 2,002 $782K 0.11% +960 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,576 shares; 2026Q1: 40,647 shares 40,647 $772K 0.11% +21,071 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,335 shares; 2026Q1: 37,106 shares 37,106 $766K 0.11% +16,771 Timeline FFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,145 shares; 2025Q3: 15,145 shares; 2025Q4: 15,079 shares; 2026Q1: 13,705 shares 13,705 $765K 0.11% -1,374 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 1,634 shares; 2025Q4: 2,307 shares; 2026Q1: 2,783 shares 2,783 $763K 0.11% +476 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,991 shares; 2025Q4: 6,963 shares; 2026Q1: 6,941 shares 6,941 $757K 0.11% -22 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 7,097 shares; 2025Q4: 8,317 shares; 2026Q1: 2,551 shares 2,551 $750K 0.11% -5,766 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,526 shares; 2025Q4: 4,730 shares; 2026Q1: 9,195 shares 9,195 $742K 0.11% +4,465 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: not loaded; 2024Q4: 13,051 shares; 2025Q1: 13,487 shares; 2025Q2: 13,413 shares; 2025Q3: 13,584 shares; 2025Q4: 13,667 shares; 2026Q1: 14,071 shares 14,071 $741K 0.11% +404 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,764 shares; 2025Q4: 6,764 shares; 2026Q1: 6,764 shares 6,764 $739K 0.11% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,646 shares; 2025Q4: 32,290 shares; 2026Q1: 53,630 shares 53,630 $737K 0.11% +21,340 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,227 shares 38,227 $736K 0.11% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,996 shares; 2025Q4: 14,537 shares; 2026Q1: 16,275 shares 16,275 $733K 0.11% +1,738 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: not loaded; 2024Q4: 1,665 shares; 2025Q1: 1,302 shares; 2025Q2: 1,369 shares; 2025Q3: 1,384 shares; 2025Q4: 1,838 shares; 2026Q1: 1,700 shares 1,700 $725K 0.11% -138 Timeline SPTS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,510 shares; 2026Q1: 24,660 shares 24,660 $720K 0.1% +17,150 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: not loaded; 2024Q4: 6,965 shares; 2025Q1: 21,519 shares; 2025Q2: 8,374 shares; 2025Q3: 6,565 shares; 2025Q4: 7,478 shares; 2026Q1: 9,876 shares 9,876 $710K 0.1% +2,398 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: not loaded; 2024Q4: not reported; 2025Q1: 4,428 shares; 2025Q2: 5,150 shares; 2025Q3: 8,711 shares; 2025Q4: 12,320 shares; 2026Q1: 13,496 shares 13,496 $709K 0.1% +1,176 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares 1,171 $707K 0.1% new 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 loaded; 2024Q4: 5,513 shares; 2025Q1: 7,293 shares; 2025Q2: 30,394 shares; 2025Q3: 6,657 shares; 2025Q4: 4,259 shares; 2026Q1: 3,283 shares 3,283 $702K 0.1% -976 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,816 shares; 2025Q4: 12,045 shares; 2026Q1: 11,583 shares 11,583 $686K 0.1% -462 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: not loaded; 2024Q4: 2,194 shares; 2025Q1: 2,175 shares; 2025Q2: 2,221 shares; 2025Q3: 3,966 shares; 2025Q4: 3,226 shares; 2026Q1: 3,315 shares 3,315 $686K 0.1% +89 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 7,624 shares; 2026Q1: 7,473 shares 7,473 $684K 0.1% -151 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,564 shares; 2025Q1: 19,322 shares; 2025Q2: 21,626 shares; 2025Q3: 21,272 shares; 2025Q4: 13,272 shares; 2026Q1: 12,939 shares 12,939 $683K 0.1% -333 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 loaded; 2024Q4: 5,779 shares; 2025Q1: 4,876 shares; 2025Q2: 4,762 shares; 2025Q3: 6,006 shares; 2025Q4: 6,182 shares; 2026Q1: 7,096 shares 7,096 $677K 0.1% +914 Timeline BNDW 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: not loaded; 2024Q4: 3,339 shares; 2025Q1: 5,179 shares; 2025Q2: 6,294 shares; 2025Q3: 8,007 shares; 2025Q4: 8,151 shares; 2026Q1: 9,866 shares 9,866 $674K 0.1% +1,715 Timeline PXH 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 loaded; 2024Q4: not reported; 2025Q1: 10,347 shares; 2025Q2: 10,763 shares; 2025Q3: 14,027 shares; 2025Q4: 14,702 shares; 2026Q1: 24,429 shares 24,429 $657K 0.1% +9,727 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,876 shares; 2026Q1: 3,758 shares 3,758 $652K 0.1% +1,882 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,180 shares; 2026Q1: 2,135 shares 2,135 $645K 0.09% -45 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,887 shares; 2025Q4: 13,431 shares; 2026Q1: 11,289 shares 11,289 $640K 0.09% -2,142 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 loaded; 2024Q4: 18,829 shares; 2025Q1: 18,817 shares; 2025Q2: 19,146 shares; 2025Q3: 18,508 shares; 2025Q4: 15,692 shares; 2026Q1: 14,517 shares 14,517 $636K 0.09% -1,175 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,170 shares 18,170 $632K 0.09% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,058 shares; 2025Q4: 15,492 shares; 2026Q1: 15,403 shares 15,403 $629K 0.09% -89 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: not loaded; 2024Q4: 69,012 shares; 2025Q1: 44,051 shares; 2025Q2: 39,255 shares; 2025Q3: 26,828 shares; 2025Q4: 9,311 shares; 2026Q1: 9,281 shares 9,281 $627K 0.09% -30 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,226 shares; 2025Q3: 4,527 shares; 2025Q4: 6,915 shares; 2026Q1: 8,077 shares 8,077 $627K 0.09% +1,162 Timeline AGZ ISHARES 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 loaded; 2024Q4: 10,226 shares; 2025Q1: 8,447 shares; 2025Q2: 6,353 shares; 2025Q3: 6,817 shares; 2025Q4: 8,769 shares; 2026Q1: 5,711 shares 5,711 $627K 0.09% -3,058 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 1,676 shares; 2025Q3: 1,901 shares; 2025Q4: 1,814 shares; 2026Q1: 4,606 shares 4,606 $623K 0.09% +2,792 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,522 shares; 2025Q1: 15,028 shares; 2025Q2: 15,310 shares; 2025Q3: 14,809 shares; 2025Q4: 15,234 shares; 2026Q1: 15,812 shares 15,812 $621K 0.09% +578 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,403 shares; 2025Q2: 43,277 shares; 2025Q3: 43,594 shares; 2025Q4: 43,553 shares; 2026Q1: 43,134 shares 43,134 $619K 0.09% -419 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: 1,680 shares; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,444 shares 2,444 $612K 0.09% +320 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: not loaded; 2024Q4: 808 shares; 2025Q1: 767 shares; 2025Q2: 1,787 shares; 2025Q3: 2,602 shares; 2025Q4: 3,368 shares; 2026Q1: 3,261 shares 3,261 $609K 0.09% -107 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,467 shares; 2025Q1: 26,684 shares; 2025Q2: 10,298 shares; 2025Q3: 8,970 shares; 2025Q4: 7,915 shares; 2026Q1: 6,228 shares 6,228 $602K 0.09% -1,687 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,882 shares; 2025Q1: 22,241 shares; 2025Q2: 22,585 shares; 2025Q3: 22,638 shares; 2025Q4: 22,536 shares; 2026Q1: 23,164 shares 23,164 $599K 0.09% +628 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,226 shares; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 9,463 shares; 2025Q4: 5,650 shares; 2026Q1: 8,733 shares 8,733 $586K 0.09% +3,083 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,890 shares; 2025Q1: 53,339 shares; 2025Q2: 47,386 shares; 2025Q3: 16,093 shares; 2025Q4: 13,105 shares; 2026Q1: 13,389 shares 13,389 $577K 0.08% +284 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: not loaded; 2024Q4: 1,520 shares; 2025Q1: 2,432 shares; 2025Q2: 3,312 shares; 2025Q3: 9,091 shares; 2025Q4: 8,571 shares; 2026Q1: 1,857 shares 1,857 $577K 0.08% -6,714 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,240 shares; 2025Q1: 55,131 shares; 2025Q2: 55,927 shares; 2025Q3: 54,915 shares; 2025Q4: 55,093 shares; 2026Q1: 56,570 shares 56,570 $575K 0.08% +1,477 Timeline FAPR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,888 shares; 2025Q3: 19,888 shares; 2025Q4: 18,476 shares; 2026Q1: 12,799 shares 12,799 $575K 0.08% -5,677 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,677 shares; 2025Q1: 8,757 shares; 2025Q2: 8,940 shares; 2025Q3: 9,026 shares; 2025Q4: 9,524 shares; 2026Q1: 9,269 shares 9,269 $573K 0.08% -255 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: not loaded; 2024Q4: 2,759 shares; 2025Q1: 7,031 shares; 2025Q2: 6,922 shares; 2025Q3: 4,000 shares; 2025Q4: 3,180 shares; 2026Q1: 3,566 shares 3,566 $570K 0.08% +386 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,440 shares; 2025Q3: 5,529 shares; 2025Q4: 3,547 shares; 2026Q1: 5,859 shares 5,859 $565K 0.08% +2,312 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: not loaded; 2024Q4: 17,400 shares; 2025Q1: 16,656 shares; 2025Q2: 1,931 shares; 2025Q3: 1,538 shares; 2025Q4: 1,379 shares; 2026Q1: 1,490 shares 1,490 $552K 0.08% +111 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: not loaded; 2024Q4: 52,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,207 shares; 2026Q1: 34,716 shares 34,716 $551K 0.08% +24,509 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,372 shares 2,372 $547K 0.08% +107 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: not loaded; 2024Q4: 1,539 shares; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 2,997 shares; 2026Q1: 3,516 shares 3,516 $545K 0.08% +519 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,479 shares; 2025Q1: 38,552 shares; 2025Q2: 39,266 shares; 2025Q3: 38,862 shares; 2025Q4: 38,725 shares; 2026Q1: 38,715 shares 38,715 $544K 0.08% -10 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 285 shares; 2026Q1: 282 shares 282 $540K 0.08% -3 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,325 shares; 2025Q1: 43,667 shares; 2025Q2: 44,265 shares; 2025Q3: 42,975 shares; 2025Q4: 43,870 shares; 2026Q1: 49,255 shares 49,255 $533K 0.08% +5,385 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: not loaded; 2024Q4: 13,473 shares; 2025Q1: 12,439 shares; 2025Q2: 13,010 shares; 2025Q3: 12,844 shares; 2025Q4: 13,642 shares; 2026Q1: 7,742 shares 7,742 $528K 0.08% -5,900 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,214 shares; 2025Q1: 2,655 shares; 2025Q2: 3,273 shares; 2025Q3: 3,338 shares; 2025Q4: 2,947 shares; 2026Q1: 2,220 shares 2,220 $525K 0.08% -727 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,469 shares; 2025Q2: 46,307 shares; 2025Q3: 47,036 shares; 2025Q4: 39,701 shares; 2026Q1: 45,248 shares 45,248 $523K 0.08% +5,547 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,449 shares; 2025Q3: 1,972 shares; 2025Q4: 1,765 shares; 2026Q1: 3,533 shares 3,533 $520K 0.08% +1,768 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,119 shares; 2025Q1: 5,183 shares; 2025Q2: 8,164 shares; 2025Q3: 10,677 shares; 2025Q4: 10,606 shares; 2026Q1: 9,524 shares 9,524 $520K 0.08% -1,082 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 790 shares; 2026Q1: 524 shares 524 $514K 0.07% -266 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,584 shares; 2025Q1: 40,493 shares; 2025Q2: 41,578 shares; 2025Q3: 41,799 shares; 2025Q4: 41,456 shares; 2026Q1: 43,430 shares 43,430 $506K 0.07% +1,974 Timeline EWJV ISHARES 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 loaded; 2024Q4: 9,215 shares; 2025Q1: 9,699 shares; 2025Q2: 10,082 shares; 2025Q3: 11,074 shares; 2025Q4: 11,518 shares; 2026Q1: 11,771 shares 11,771 $502K 0.07% +253 Timeline PRF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,074 shares; 2025Q3: 10,321 shares; 2025Q4: 10,473 shares; 2026Q1: 10,566 shares 10,566 $502K 0.07% +93 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: not loaded; 2024Q4: not reported; 2025Q1: 3,339 shares; 2025Q2: 4,710 shares; 2025Q3: 13,172 shares; 2025Q4: 4,820 shares; 2026Q1: 8,236 shares 8,236 $499K 0.07% +3,416 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,188 shares; 2025Q3: 65,561 shares; 2025Q4: 51,357 shares; 2026Q1: 31,498 shares 31,498 $499K 0.07% -19,859 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: not loaded; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 2,402 shares; 2025Q3: 2,777 shares; 2025Q4: 2,300 shares; 2026Q1: 2,571 shares 2,571 $496K 0.07% +271 Timeline WTPI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,504 shares 15,504 $495K 0.07% new 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 loaded; 2024Q4: 24,442 shares; 2025Q1: 13,870 shares; 2025Q2: 7,844 shares; 2025Q3: 7,673 shares; 2025Q4: 7,752 shares; 2026Q1: 7,831 shares 7,831 $490K 0.07% +79 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 1,945 shares; 2026Q1: 691 shares 691 $490K 0.07% -1,254 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,867 shares; 2025Q1: 34,745 shares; 2025Q2: 35,574 shares; 2025Q3: 35,292 shares; 2025Q4: 35,389 shares; 2026Q1: 37,428 shares 37,428 $484K 0.07% +2,039 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,407 shares; 2025Q2: 2,408 shares; 2025Q3: 2,409 shares; 2025Q4: 2,410 shares; 2026Q1: 3,065 shares 3,065 $475K 0.07% +655 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,332 shares; 2025Q4: 4,811 shares; 2026Q1: 4,580 shares 4,580 $474K 0.07% -231 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,265 shares 10,265 $473K 0.07% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,634 shares; 2025Q1: 23,711 shares; 2025Q2: 24,478 shares; 2025Q3: 26,298 shares; 2025Q4: 26,525 shares; 2026Q1: 17,848 shares 17,848 $469K 0.07% -8,677 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,600 shares; 2025Q4: 12,121 shares; 2026Q1: 10,989 shares 10,989 $465K 0.07% -1,132 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,117 shares; 2025Q1: 35,655 shares; 2025Q2: 36,437 shares; 2025Q3: 36,417 shares; 2025Q4: 33,718 shares; 2026Q1: 27,077 shares 27,077 $462K 0.07% -6,641 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,510 shares; 2025Q1: 11,515 shares; 2025Q2: 11,711 shares; 2025Q3: 11,272 shares; 2025Q4: 11,536 shares; 2026Q1: 9,190 shares 9,190 $459K 0.07% -2,346 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,372 shares 22,372 $455K 0.07% new Timeline PXF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,712 shares; 2025Q3: 6,099 shares; 2025Q4: 6,371 shares; 2026Q1: 6,412 shares 6,412 $448K 0.07% +41 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,081 shares; 2025Q4: 11,126 shares; 2026Q1: 10,495 shares 10,495 $443K 0.06% -631 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: not loaded; 2024Q4: 8,203 shares; 2025Q1: 7,388 shares; 2025Q2: 5,680 shares; 2025Q3: 5,540 shares; 2025Q4: 5,179 shares; 2026Q1: 4,814 shares 4,814 $442K 0.06% -365 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 885 shares 885 $435K 0.06% +284 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: not loaded; 2024Q4: 20,012 shares; 2025Q1: 22,596 shares; 2025Q2: 23,596 shares; 2025Q3: 23,483 shares; 2025Q4: 23,575 shares; 2026Q1: 25,410 shares 25,410 $435K 0.06% +1,835 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,704 shares 5,704 $434K 0.06% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,994 shares; 2025Q4: 8,864 shares; 2026Q1: 9,332 shares 9,332 $433K 0.06% +468 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 loaded; 2024Q4: 6,508 shares; 2025Q1: 6,307 shares; 2025Q2: 6,377 shares; 2025Q3: 6,422 shares; 2025Q4: 6,546 shares; 2026Q1: 6,604 shares 6,604 $429K 0.06% +58 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,908 shares; 2026Q1: 39,191 shares 39,191 $423K 0.06% +17,283 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,955 shares; 2025Q1: 4,644 shares; 2025Q2: 4,719 shares; 2025Q3: 5,227 shares; 2025Q4: 5,354 shares; 2026Q1: 5,371 shares 5,371 $422K 0.06% +17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $422K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,859 shares; 2025Q4: 14,209 shares; 2026Q1: 12,463 shares 12,463 $420K 0.06% -1,746 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,003 shares; 2025Q4: 15,332 shares; 2026Q1: 17,476 shares 17,476 $417K 0.06% +2,144 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 1,098 shares; 2026Q1: 1,213 shares 1,213 $410K 0.06% +115 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 5,522 shares; 2026Q1: 1,134 shares 1,134 $407K 0.06% -4,388 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares 2,877 $406K 0.06% new 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: not loaded; 2024Q4: 2,751 shares; 2025Q1: 2,748 shares; 2025Q2: 2,748 shares; 2025Q3: 2,973 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares 2,777 $405K 0.06% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,884 shares 9,884 $403K 0.06% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,831 shares; 2025Q1: 30,756 shares; 2025Q2: 66,846 shares; 2025Q3: 81,098 shares; 2025Q4: 43,009 shares; 2026Q1: 10,487 shares 10,487 $403K 0.06% -32,522 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 loaded; 2024Q4: 1,045 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,398 shares 1,398 $401K 0.06% +271 Timeline SVOL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,587 shares 25,587 $393K 0.06% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,744 shares; 2025Q1: 23,948 shares; 2025Q2: 20,268 shares; 2025Q3: 19,585 shares; 2025Q4: 14,514 shares; 2026Q1: 13,993 shares 13,993 $390K 0.06% -521 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,474 shares; 2025Q4: 4,001 shares; 2026Q1: 4,358 shares 4,358 $387K 0.06% +357 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 9,251 shares; 2026Q1: 8,709 shares 8,709 $384K 0.06% -542 Timeline JPLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,689 shares; 2026Q1: 7,354 shares 7,354 $384K 0.06% +665 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,509 shares; 2025Q1: 46,577 shares; 2025Q2: 35,773 shares; 2025Q3: 23,119 shares; 2025Q4: 17,457 shares; 2026Q1: 17,850 shares 17,850 $384K 0.06% +393 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $383K 0.06% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,578 shares; 2025Q3: 2,081 shares; 2025Q4: 2,025 shares; 2026Q1: 1,923 shares 1,923 $380K 0.06% -102 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,270 shares; 2026Q1: 2,301 shares 2,301 $378K 0.06% +31 Timeline LQTI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,175 shares 19,175 $375K 0.05% new Timeline ICAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,185 shares 14,185 $373K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,038 shares; 2025Q4: 2,025 shares; 2026Q1: 2,745 shares 2,745 $373K 0.05% +720 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,379 shares; 2025Q4: not reported; 2026Q1: 3,202 shares 3,202 $371K 0.05% new Timeline LTTI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,636 shares 19,636 $369K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,696 shares; 2026Q1: 28,870 shares 28,870 $368K 0.05% +174 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: not loaded; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 5,600 shares; 2025Q3: 5,749 shares; 2025Q4: 9,473 shares; 2026Q1: 6,236 shares 6,236 $365K 0.05% -3,237 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,475 shares; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 13,999 shares; 2025Q4: 16,757 shares; 2026Q1: 8,720 shares 8,720 $363K 0.05% -8,037 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,126 shares; 2026Q1: 1,456 shares 1,456 $361K 0.05% +330 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 2,139 shares; 2025Q4: 1,525 shares; 2026Q1: 1,658 shares 1,658 $361K 0.05% +133 Timeline CERY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,590 shares; 2025Q4: 7,724 shares; 2026Q1: 10,231 shares 10,231 $361K 0.05% +2,507 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 3,523 shares; 2026Q1: 3,673 shares 3,673 $360K 0.05% +150 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,290 shares; 2025Q4: 6,729 shares; 2026Q1: 5,184 shares 5,184 $359K 0.05% -1,545 Timeline LQDH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 4,230 shares; 2025Q4: 4,210 shares; 2026Q1: 3,810 shares 3,810 $352K 0.05% -400 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,396 shares; 2025Q3: 17,763 shares; 2025Q4: 13,350 shares; 2026Q1: 13,350 shares 13,350 $351K 0.05% 0 Timeline TBLL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,318 shares 3,318 $350K 0.05% new Timeline ENDW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,972 shares 10,972 $349K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 659 shares; 2026Q1: 822 shares 822 $349K 0.05% +163 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,146 shares; 2025Q1: not reported; 2025Q2: 10,756 shares; 2025Q3: 13,023 shares; 2025Q4: 12,199 shares; 2026Q1: 7,051 shares 7,051 $344K 0.05% -5,148 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,084 shares; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 1,808 shares 1,808 $343K 0.05% -433 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,700 shares; 2025Q3: 10,376 shares; 2025Q4: 10,554 shares; 2026Q1: 12,979 shares 12,979 $341K 0.05% +2,425 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: not loaded; 2024Q4: 3,560 shares; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 3,119 shares; 2025Q4: not reported; 2026Q1: 2,060 shares 2,060 $341K 0.05% new Timeline FMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,860 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares; 2026Q1: 6,435 shares 6,435 $340K 0.05% -3,425 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,345 shares; 2025Q1: 30,913 shares; 2025Q2: 31,502 shares; 2025Q3: 33,059 shares; 2025Q4: 31,428 shares; 2026Q1: 18,805 shares 18,805 $339K 0.05% -12,623 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,498 shares 7,498 $336K 0.05% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,230 shares; 2025Q1: 3,319 shares; 2025Q2: 6,073 shares; 2025Q3: not reported; 2025Q4: 3,601 shares; 2026Q1: 3,676 shares 3,676 $335K 0.05% +75 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,887 shares 5,887 $334K 0.05% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,976 shares; 2025Q1: 5,144 shares; 2025Q2: 4,234 shares; 2025Q3: 6,882 shares; 2025Q4: 9,718 shares; 2026Q1: 6,291 shares 6,291 $330K 0.05% -3,427 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares 931 $329K 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,579 shares 1,579 $328K 0.05% new 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: not loaded; 2024Q4: 326 shares; 2025Q1: 303 shares; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 674 shares; 2026Q1: 354 shares 354 $325K 0.05% -320 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,961 shares; 2025Q4: 5,148 shares; 2026Q1: 1,863 shares 1,863 $325K 0.05% -3,285 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,817 shares; 2025Q4: 4,443 shares; 2026Q1: 3,526 shares 3,526 $325K 0.05% -917 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: 2,746 shares 2,746 $324K 0.05% -161 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,067 shares; 2025Q3: 7,418 shares; 2025Q4: 7,519 shares; 2026Q1: 5,150 shares 5,150 $323K 0.05% -2,369 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,974 shares 2,974 $322K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares 987 $322K 0.05% new 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: not loaded; 2024Q4: 70,920 shares; 2025Q1: 71,554 shares; 2025Q2: 74,623 shares; 2025Q3: 73,359 shares; 2025Q4: 74,940 shares; 2026Q1: 62,977 shares 62,977 $321K 0.05% -11,963 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,408 shares 2,408 $321K 0.05% new 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 loaded; 2024Q4: 1,481 shares; 2025Q1: 2,664 shares; 2025Q2: 6,783 shares; 2025Q3: 8,959 shares; 2025Q4: 3,995 shares; 2026Q1: 2,554 shares 2,554 $319K 0.05% -1,441 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 1,470 shares; 2026Q1: 1,932 shares 1,932 $314K 0.05% +462 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $313K 0.05% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,035 shares; 2025Q1: 12,136 shares; 2025Q2: 11,558 shares; 2025Q3: 11,908 shares; 2025Q4: 11,734 shares; 2026Q1: 8,488 shares 8,488 $312K 0.05% -3,246 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: not reported; 2026Q1: 1,186 shares 1,186 $309K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,304 shares; 2026Q1: 2,767 shares 2,767 $308K 0.04% +463 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,731 shares; 2026Q1: 5,588 shares 5,588 $306K 0.04% +1,857 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,909 shares; 2025Q3: 3,972 shares; 2025Q4: 3,859 shares; 2026Q1: 3,859 shares 3,859 $306K 0.04% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,074 shares; 2026Q1: 1,148 shares 1,148 $305K 0.04% -926 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 684 shares; 2026Q1: 758 shares 758 $302K 0.04% +74 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,306 shares 1,306 $302K 0.04% -144 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,694 shares 4,694 $301K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,885 shares 9,885 $300K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,996 shares; 2025Q4: 3,858 shares; 2026Q1: 3,856 shares 3,856 $298K 0.04% -2 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,184 shares; 2025Q4: 10,356 shares; 2026Q1: 9,901 shares 9,901 $297K 0.04% -455 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,730 shares; 2025Q1: 3,738 shares; 2025Q2: 3,054 shares; 2025Q3: 2,494 shares; 2025Q4: 2,562 shares; 2026Q1: 1,200 shares 1,200 $296K 0.04% -1,362 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,921 shares; 2025Q1: not reported; 2025Q2: 5,972 shares; 2025Q3: 5,920 shares; 2025Q4: 4,899 shares; 2026Q1: 2,674 shares 2,674 $296K 0.04% -2,225 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares; 2026Q1: 1,188 shares 1,188 $296K 0.04% -68 Timeline NXUS NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,805 shares 11,805 $293K 0.04% new Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,420 shares; 2025Q4: 10,558 shares; 2026Q1: 11,539 shares 11,539 $292K 0.04% +981 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $291K 0.04% new 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: not loaded; 2024Q4: 6,213 shares; 2025Q1: 13,284 shares; 2025Q2: 6,228 shares; 2025Q3: 7,477 shares; 2025Q4: 6,363 shares; 2026Q1: 5,780 shares 5,780 $290K 0.04% -583 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,787 shares; 2026Q1: 1,825 shares 1,825 $287K 0.04% +38 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: not reported; 2026Q1: 1,078 shares 1,078 $286K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,692 shares; 2025Q4: 5,713 shares; 2026Q1: 5,859 shares 5,859 $286K 0.04% +146 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: not loaded; 2024Q4: not reported; 2025Q1: 15,658 shares; 2025Q2: 12,240 shares; 2025Q3: 12,784 shares; 2025Q4: 8,893 shares; 2026Q1: 8,505 shares 8,505 $285K 0.04% -388 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $281K 0.04% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,352 shares; 2025Q1: 147,972 shares; 2025Q2: 264,150 shares; 2025Q3: 263,415 shares; 2025Q4: 479,406 shares; 2026Q1: 54,174 shares 54,174 $281K 0.04% -425,232 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 4,197 shares; 2026Q1: 2,929 shares 2,929 $280K 0.04% -1,268 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,032 shares 18,032 $279K 0.04% new Timeline TIPX 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 loaded; 2024Q4: not reported; 2025Q1: 36,968 shares; 2025Q2: 37,067 shares; 2025Q3: 42,096 shares; 2025Q4: 41,570 shares; 2026Q1: 14,488 shares 14,488 $278K 0.04% -27,082 Timeline KRBN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,211 shares; 2025Q4: 13,400 shares; 2026Q1: 9,364 shares 9,364 $278K 0.04% -4,036 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: 248 shares 248 $271K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,476 shares 3,476 $268K 0.04% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 48,629 shares; 2026Q1: 5,286 shares 5,286 $267K 0.04% -43,343 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: not loaded; 2024Q4: not reported; 2025Q1: 20,096 shares; 2025Q2: 12,639 shares; 2025Q3: 9,247 shares; 2025Q4: not reported; 2026Q1: 9,183 shares 9,183 $266K 0.04% new Timeline PALC 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 loaded; 2024Q4: 24,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,137 shares 5,137 $266K 0.04% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 637 shares; 2025Q1: 748 shares; 2025Q2: 813 shares; 2025Q3: 847 shares; 2025Q4: 791 shares; 2026Q1: 651 shares 651 $265K 0.04% -140 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares 3,551 $265K 0.04% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,723 shares; 2025Q3: 1,252 shares; 2025Q4: not reported; 2026Q1: 1,447 shares 1,447 $264K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares 5,597 $263K 0.04% new Timeline MVFG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,115 shares 8,115 $261K 0.04% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,295 shares 1,295 $261K 0.04% -205 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $261K 0.04% new Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,970 shares 6,970 $259K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,378 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares 724 $258K 0.04% new Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,663 shares; 2026Q1: 1,028 shares 1,028 $258K 0.04% -635 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,046 shares; 2025Q4: 6,571 shares; 2026Q1: 7,931 shares 7,931 $254K 0.04% +1,360 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,248 shares; 2025Q1: not reported; 2025Q2: 3,808 shares; 2025Q3: 4,649 shares; 2025Q4: not reported; 2026Q1: 5,044 shares 5,044 $251K 0.04% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,801 shares 10,801 $251K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,262 shares; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $249K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,793 shares; 2025Q3: 21,793 shares; 2025Q4: 9,734 shares; 2026Q1: 5,607 shares 5,607 $244K 0.04% -4,127 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 1,465 shares; 2026Q1: 1,410 shares 1,410 $243K 0.04% -55 Timeline IEUR ISHARES 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: 3,451 shares 3,451 $243K 0.04% +618 Timeline FFUT FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares 4,223 $242K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,205 shares 23,205 $239K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 882 shares; 2026Q1: 838 shares 838 $238K 0.03% -44 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,147 shares 8,147 $235K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,835 shares; 2026Q1: 1,973 shares 1,973 $234K 0.03% +138 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $234K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,126 shares; 2025Q4: 618 shares; 2026Q1: 711 shares 711 $234K 0.03% +93 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 335 shares 335 $234K 0.03% -17 Timeline MBCE NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,768 shares 6,768 $233K 0.03% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,472 shares; 2025Q1: 52,506 shares; 2025Q2: 54,484 shares; 2025Q3: 53,779 shares; 2025Q4: 24,125 shares; 2026Q1: 23,261 shares 23,261 $233K 0.03% -864 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: not loaded; 2024Q4: not reported; 2025Q1: 10,398 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,538 shares 4,538 $233K 0.03% new Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,949 shares; 2025Q1: 9,253 shares; 2025Q2: 9,314 shares; 2025Q3: 10,561 shares; 2025Q4: 10,756 shares; 2026Q1: 11,234 shares 11,234 $231K 0.03% +478 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: not loaded; 2024Q4: not reported; 2025Q1: 8,882 shares; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: not reported; 2026Q1: 3,016 shares 3,016 $229K 0.03% new 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: not loaded; 2024Q4: 1,074 shares; 2025Q1: 980 shares; 2025Q2: 1,426 shares; 2025Q3: 2,205 shares; 2025Q4: 2,211 shares; 2026Q1: 757 shares 757 $229K 0.03% -1,454 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares 1,078 $226K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,186 shares 4,186 $226K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,440 shares 2,440 $226K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,452 shares 4,452 $226K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares 574 $225K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,997 shares 1,997 $224K 0.03% +233 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $224K 0.03% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,437 shares; 2026Q1: 9,210 shares 9,210 $223K 0.03% -227 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,490 shares; 2026Q1: 9,204 shares 9,204 $223K 0.03% -286 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,072 shares; 2026Q1: 8,804 shares 8,804 $223K 0.03% -268 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 1,296 shares; 2026Q1: 632 shares 632 $222K 0.03% -664 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,312 shares; 2025Q4: 9,329 shares; 2026Q1: 8,972 shares 8,972 $222K 0.03% -357 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,759 shares 2,759 $220K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,449 shares; 2026Q1: 1,511 shares 1,511 $218K 0.03% +62 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,049 shares 15,049 $217K 0.03% new 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: not loaded; 2024Q4: 1,831 shares; 2025Q1: 749 shares; 2025Q2: 846 shares; 2025Q3: 1,868 shares; 2025Q4: 1,871 shares; 2026Q1: 702 shares 702 $212K 0.03% -1,169 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 379 shares; 2026Q1: 237 shares 237 $212K 0.03% -142 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $212K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares 592 $212K 0.03% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: 442 shares 442 $210K 0.03% new Timeline FLJH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares 5,211 $209K 0.03% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares; 2025Q4: 3,894 shares; 2026Q1: 3,923 shares 3,923 $209K 0.03% +29 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares 1,003 $208K 0.03% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $206K 0.03% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,253 shares; 2025Q4: 12,253 shares; 2026Q1: 12,253 shares 12,253 $206K 0.03% 0 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,257 shares 4,257 $206K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,739 shares; 2025Q4: 1,750 shares; 2026Q1: 1,600 shares 1,600 $205K 0.03% -150 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares 1,044 $205K 0.03% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $204K 0.03% new 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 loaded; 2024Q4: 3,262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $202K 0.03% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,399 shares; 2025Q1: 35,277 shares; 2025Q2: 41,104 shares; 2025Q3: 42,554 shares; 2025Q4: 42,508 shares; 2026Q1: 7,544 shares 7,544 $201K 0.03% -34,964 Timeline MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,424 shares 6,424 $201K 0.03% new Timeline BLV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: not reported; 2026Q1: 2,915 shares 2,915 $200K 0.03% new Timeline BSCU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,757 shares 11,757 $197K 0.03% new Timeline DFII 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,587 shares 14,587 $194K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,483 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,095 shares 10,095 $194K 0.03% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,156 shares 12,156 $177K 0.03% new Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,380 shares 20,380 $170K 0.02% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,877 shares; 2025Q1: 11,938 shares; 2025Q2: 11,783 shares; 2025Q3: not reported; 2025Q4: 12,114 shares; 2026Q1: 14,593 shares 14,593 $168K 0.02% +2,479 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,125 shares 17,125 $161K 0.02% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,958 shares 10,958 $156K 0.02% new Timeline FTNJ PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,143 shares 17,143 $149K 0.02% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,160 shares; 2025Q4: 12,160 shares; 2026Q1: 12,160 shares 12,160 $148K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,361 shares; 2025Q4: 11,361 shares; 2026Q1: 11,360 shares 11,360 $140K 0.02% -1 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,585 shares; 2025Q1: 10,631 shares; 2025Q2: 10,508 shares; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 11,449 shares 11,449 $129K 0.02% +1,429 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,469 shares; 2026Q1: 11,621 shares 11,621 $127K 0.02% +1,152 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,090 shares; 2025Q3: 34,709 shares; 2025Q4: 30,530 shares; 2026Q1: 11,850 shares 11,850 $83.2K 0.01% -18,680 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,085 shares; 2025Q1: 17,397 shares; 2025Q2: 17,397 shares; 2025Q3: 15,977 shares; 2025Q4: 15,977 shares; 2026Q1: 15,977 shares 15,977 $49.2K 0.01% 0 Timeline