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: 795,452 shares; 2024Q4: 807,631 shares; 2025Q1: 812,640 shares; 2025Q2: 770,140 shares; 2025Q3: 759,603 shares; 2025Q4: 802,078 shares; 2026Q1: 786,947 shares 786,947 $137M 4.87% -15,131 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: 708,291 shares; 2024Q4: 719,186 shares; 2025Q1: 716,768 shares; 2025Q2: 717,940 shares; 2025Q3: 686,920 shares; 2025Q4: 676,521 shares; 2026Q1: 684,549 shares 684,549 $116M 4.12% +8,028 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: 362,097 shares; 2024Q4: 358,302 shares; 2025Q1: 391,532 shares; 2025Q2: 391,878 shares; 2025Q3: 401,795 shares; 2025Q4: 428,805 shares; 2026Q1: 422,545 shares 422,545 $107M 3.8% -6,260 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: 157,951 shares; 2024Q4: 158,743 shares; 2025Q1: 158,298 shares; 2025Q2: 162,073 shares; 2025Q3: 163,944 shares; 2025Q4: 162,458 shares; 2026Q1: 167,058 shares 167,058 $96.4M 3.42% +4,600 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: 314,705 shares; 2024Q4: 320,866 shares; 2025Q1: 325,661 shares; 2025Q2: 324,154 shares; 2025Q3: 332,479 shares; 2025Q4: 383,810 shares; 2026Q1: 366,672 shares 366,672 $76.4M 2.71% -17,138 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: 83,019 shares; 2024Q4: 93,478 shares; 2025Q1: 94,910 shares; 2025Q2: 91,913 shares; 2025Q3: 92,091 shares; 2025Q4: 95,187 shares; 2026Q1: 100,803 shares 100,803 $65.6M 2.33% +5,616 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: 171,052 shares; 2024Q4: 173,763 shares; 2025Q1: 161,314 shares; 2025Q2: 161,184 shares; 2025Q3: 164,157 shares; 2025Q4: 170,948 shares; 2026Q1: 169,280 shares 169,280 $62.7M 2.22% -1,668 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: 143,319 shares; 2024Q4: 145,591 shares; 2025Q1: 148,860 shares; 2025Q2: 153,260 shares; 2025Q3: 157,592 shares; 2025Q4: 211,436 shares; 2026Q1: 200,519 shares 200,519 $57.7M 2.05% -10,917 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: 197,560 shares; 2024Q4: 193,906 shares; 2025Q1: 193,804 shares; 2025Q2: 194,390 shares; 2025Q3: 195,698 shares; 2025Q4: 196,938 shares; 2026Q1: 193,088 shares 193,088 $56.8M 2.01% -3,850 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: 65,335 shares; 2024Q4: 72,613 shares; 2025Q1: 76,426 shares; 2025Q2: 112,054 shares; 2025Q3: 125,543 shares; 2025Q4: 132,630 shares; 2026Q1: 132,838 shares 132,838 $41.1M 1.46% +208 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: 26,895 shares; 2024Q4: 30,966 shares; 2025Q1: 32,520 shares; 2025Q2: 34,632 shares; 2025Q3: 31,468 shares; 2025Q4: 62,772 shares; 2026Q1: 65,645 shares 65,645 $37.6M 1.33% +2,873 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: 45,416 shares; 2024Q4: 46,584 shares; 2025Q1: 48,680 shares; 2025Q2: 47,215 shares; 2025Q3: 63,697 shares; 2025Q4: 72,710 shares; 2026Q1: 85,389 shares 85,389 $36.7M 1.3% +12,679 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: 72,058 shares; 2024Q4: 72,521 shares; 2025Q1: 73,476 shares; 2025Q2: 73,247 shares; 2025Q3: 69,366 shares; 2025Q4: 71,745 shares; 2026Q1: 76,222 shares 76,222 $36.5M 1.3% +4,477 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: 47,221 shares; 2024Q4: 51,612 shares; 2025Q1: 48,346 shares; 2025Q2: 46,978 shares; 2025Q3: 46,168 shares; 2025Q4: 45,626 shares; 2026Q1: 45,451 shares 45,451 $29.7M 1.05% -175 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: 55,585 shares; 2024Q4: 56,043 shares; 2025Q1: 57,990 shares; 2025Q2: 59,564 shares; 2025Q3: 69,112 shares; 2025Q4: 66,450 shares; 2026Q1: 65,289 shares 65,289 $28.6M 1.02% -1,161 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: 92,550 shares; 2024Q4: 93,466 shares; 2025Q1: 96,835 shares; 2025Q2: 98,875 shares; 2025Q3: 102,814 shares; 2025Q4: 100,616 shares; 2026Q1: 96,544 shares 96,544 $27.7M 0.98% -4,072 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 14,203 shares; 2025Q2: 43,073 shares; 2025Q3: 243,512 shares; 2025Q4: 246,665 shares; 2026Q1: 246,978 shares 246,978 $27.7M 0.98% +313 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: 26,813 shares; 2024Q4: 25,857 shares; 2025Q1: 25,416 shares; 2025Q2: 27,033 shares; 2025Q3: 51,568 shares; 2025Q4: 65,974 shares; 2026Q1: 81,620 shares 81,620 $27.6M 0.98% +15,646 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: 29,600 shares; 2024Q4: 33,765 shares; 2025Q1: 33,676 shares; 2025Q2: 63,163 shares; 2025Q3: 62,233 shares; 2025Q4: 72,015 shares; 2026Q1: 71,195 shares 71,195 $26.5M 0.94% -820 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: 108,236 shares; 2024Q4: 112,571 shares; 2025Q1: 117,064 shares; 2025Q2: 120,783 shares; 2025Q3: 126,131 shares; 2025Q4: 129,464 shares; 2026Q1: 132,533 shares 132,533 $26M 0.92% +3,069 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: 236,476 shares; 2024Q4: 967,141 shares; 2025Q1: 896,325 shares; 2025Q2: 853,924 shares; 2025Q3: 827,665 shares; 2025Q4: 854,002 shares; 2026Q1: 876,273 shares 876,273 $25.5M 0.91% +22,271 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: 37,697 shares; 2024Q4: 37,398 shares; 2025Q1: 38,972 shares; 2025Q2: 41,388 shares; 2025Q3: 37,963 shares; 2025Q4: 36,278 shares; 2026Q1: 32,776 shares 32,776 $23.2M 0.82% -3,502 Timeline SMTH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832,218 shares; 2026Q1: 855,270 shares 855,270 $22M 0.78% +23,052 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: 144,449 shares; 2024Q4: 151,229 shares; 2025Q1: 160,074 shares; 2025Q2: 147,792 shares; 2025Q3: 153,872 shares; 2025Q4: 165,062 shares; 2026Q1: 173,985 shares 173,985 $21.6M 0.77% +8,923 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,292 shares; 2024Q4: 358,846 shares; 2025Q1: 436,992 shares; 2025Q2: 461,911 shares; 2025Q3: 485,794 shares; 2025Q4: 272,061 shares; 2026Q1: 277,700 shares 277,700 $20.4M 0.73% +5,639 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,544 shares; 2024Q4: 29,212 shares; 2025Q1: 28,406 shares; 2025Q2: 29,710 shares; 2025Q3: 28,790 shares; 2025Q4: 29,791 shares; 2026Q1: 32,764 shares 32,764 $19.6M 0.69% +2,973 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: 22,715 shares; 2024Q4: 21,100 shares; 2025Q1: 22,913 shares; 2025Q2: 77,423 shares; 2025Q3: 122,507 shares; 2025Q4: 134,257 shares; 2026Q1: 130,559 shares 130,559 $19.1M 0.68% -3,698 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,204 shares; 2024Q4: 96,204 shares; 2025Q1: 106,543 shares; 2025Q2: 137,086 shares; 2025Q3: 137,087 shares; 2025Q4: 129,211 shares; 2026Q1: 138,276 shares 138,276 $19M 0.67% +9,065 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: 18,889 shares; 2024Q4: 18,767 shares; 2025Q1: 18,063 shares; 2025Q2: 18,501 shares; 2025Q3: 18,268 shares; 2025Q4: 18,410 shares; 2026Q1: 18,063 shares 18,063 $18M 0.64% -347 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: 30,887 shares; 2024Q4: 34,478 shares; 2025Q1: 41,767 shares; 2025Q2: 46,769 shares; 2025Q3: 52,161 shares; 2025Q4: 54,563 shares; 2026Q1: 55,047 shares 55,047 $17.7M 0.63% +484 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: 74,878 shares; 2024Q4: 72,289 shares; 2025Q1: 77,819 shares; 2025Q2: 76,766 shares; 2025Q3: 75,648 shares; 2025Q4: 75,198 shares; 2026Q1: 76,404 shares 76,404 $16.6M 0.59% +1,206 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: 52,233 shares; 2024Q4: 54,330 shares; 2025Q1: 58,117 shares; 2025Q2: 67,089 shares; 2025Q3: 70,654 shares; 2025Q4: 73,777 shares; 2026Q1: 75,953 shares 75,953 $16.5M 0.59% +2,176 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: 100,148 shares; 2024Q4: 93,684 shares; 2025Q1: 92,614 shares; 2025Q2: 89,832 shares; 2025Q3: 28,163 shares; 2025Q4: 62,803 shares; 2026Q1: 79,803 shares 79,803 $16.2M 0.58% +17,000 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: 7,040 shares; 2024Q4: 4,245 shares; 2025Q1: 4,696 shares; 2025Q2: 2,527 shares; 2025Q3: 4,161 shares; 2025Q4: 6,797 shares; 2026Q1: 48,008 shares 48,008 $16.2M 0.58% +41,211 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: 75,047 shares; 2024Q4: 72,545 shares; 2025Q1: 76,955 shares; 2025Q2: 78,344 shares; 2025Q3: 78,813 shares; 2025Q4: 77,698 shares; 2026Q1: 77,691 shares 77,691 $16.1M 0.57% -7 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 27,428 shares; 2025Q1: 32,419 shares; 2025Q2: 32,559 shares; 2025Q3: 33,338 shares; 2025Q4: 34,013 shares; 2026Q1: 33,870 shares 33,870 $15.6M 0.55% -143 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: 115,781 shares; 2024Q4: 126,351 shares; 2025Q1: 123,530 shares; 2025Q2: 122,837 shares; 2025Q3: 123,675 shares; 2025Q4: 137,081 shares; 2026Q1: 123,830 shares 123,830 $14.7M 0.52% -13,251 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: 308,352 shares; 2024Q4: 589,383 shares; 2025Q1: 562,983 shares; 2025Q2: 558,332 shares; 2025Q3: 562,327 shares; 2025Q4: 576,948 shares; 2026Q1: 587,923 shares 587,923 $14.6M 0.52% +10,975 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,892 shares; 2024Q4: 252,256 shares; 2025Q1: 253,685 shares; 2025Q2: 251,319 shares; 2025Q3: 254,451 shares; 2025Q4: 253,390 shares; 2026Q1: 255,324 shares 255,324 $14.4M 0.51% +1,934 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: 200,971 shares; 2024Q4: 203,885 shares; 2025Q1: 201,708 shares; 2025Q2: 209,359 shares; 2025Q3: 209,407 shares; 2025Q4: 211,713 shares; 2026Q1: 212,780 shares 212,780 $14.4M 0.51% +1,067 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: 177,685 shares; 2024Q4: 191,273 shares; 2025Q1: 192,590 shares; 2025Q2: 191,899 shares; 2025Q3: 191,002 shares; 2025Q4: 181,558 shares; 2026Q1: 205,248 shares 205,248 $14M 0.5% +23,690 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,214 shares; 2025Q1: 9,133 shares; 2025Q2: 8,889 shares; 2025Q3: 8,932 shares; 2025Q4: 9,578 shares; 2026Q1: 9,456 shares 9,456 $13.9M 0.49% -122 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: 70,026 shares; 2024Q4: 74,254 shares; 2025Q1: 100,191 shares; 2025Q2: 105,504 shares; 2025Q3: 110,666 shares; 2025Q4: 187,100 shares; 2026Q1: 180,158 shares 180,158 $13.8M 0.49% -6,942 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,560 shares; 2024Q4: 42,741 shares; 2025Q1: 43,399 shares; 2025Q2: 43,575 shares; 2025Q3: 53,336 shares; 2025Q4: 52,902 shares; 2026Q1: 56,350 shares 56,350 $13.8M 0.49% +3,448 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,238 shares; 2024Q4: 185,834 shares; 2025Q1: 187,396 shares; 2025Q2: 188,978 shares; 2025Q3: 188,840 shares; 2025Q4: 188,793 shares; 2026Q1: 193,078 shares 193,078 $13.6M 0.48% +4,285 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: 28,219 shares; 2024Q4: 35,779 shares; 2025Q1: 47,462 shares; 2025Q2: 100,585 shares; 2025Q3: 128,703 shares; 2025Q4: 135,886 shares; 2026Q1: 148,237 shares 148,237 $13.4M 0.48% +12,351 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: 324,404 shares; 2024Q4: 354,095 shares; 2025Q1: 370,469 shares; 2025Q2: 367,042 shares; 2025Q3: 375,508 shares; 2025Q4: 384,142 shares; 2026Q1: 392,738 shares 392,738 $13.3M 0.47% +8,596 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,936 shares; 2024Q4: 54,937 shares; 2025Q1: 54,068 shares; 2025Q2: 51,674 shares; 2025Q3: 52,074 shares; 2025Q4: 52,635 shares; 2026Q1: 53,785 shares 53,785 $13.1M 0.46% +1,150 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: 9,039 shares; 2024Q4: 9,457 shares; 2025Q1: 9,773 shares; 2025Q2: 10,098 shares; 2025Q3: 11,133 shares; 2025Q4: 13,818 shares; 2026Q1: 13,836 shares 13,836 $12.7M 0.45% +18 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: 157,354 shares; 2024Q4: 168,523 shares; 2025Q1: 168,744 shares; 2025Q2: 136,155 shares; 2025Q3: 133,899 shares; 2025Q4: 132,723 shares; 2026Q1: 132,055 shares 132,055 $12.1M 0.43% -668 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,786 shares; 2025Q3: 278,581 shares; 2025Q4: 289,957 shares; 2026Q1: 250,494 shares 250,494 $12.1M 0.43% -39,463 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: 165,081 shares; 2024Q4: 516,820 shares; 2025Q1: 516,213 shares; 2025Q2: 483,046 shares; 2025Q3: 485,586 shares; 2025Q4: 467,241 shares; 2026Q1: 470,835 shares 470,835 $11.8M 0.42% +3,594 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: 34,984 shares; 2024Q4: 34,010 shares; 2025Q1: 34,499 shares; 2025Q2: 35,400 shares; 2025Q3: 36,075 shares; 2025Q4: 36,716 shares; 2026Q1: 34,981 shares 34,981 $11.5M 0.41% -1,735 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,567 shares; 2024Q4: 106,237 shares; 2025Q1: 105,574 shares; 2025Q2: 110,849 shares; 2025Q3: 129,466 shares; 2025Q4: 164,108 shares; 2026Q1: 147,335 shares 147,335 $11.2M 0.4% -16,773 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: 64,005 shares; 2024Q4: 58,722 shares; 2025Q1: 60,756 shares; 2025Q2: 59,057 shares; 2025Q3: 56,472 shares; 2025Q4: 55,696 shares; 2026Q1: 54,674 shares 54,674 $10.5M 0.37% -1,022 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 20,883 shares; 2025Q1: 20,850 shares; 2025Q2: 20,962 shares; 2025Q3: 20,235 shares; 2025Q4: 26,608 shares; 2026Q1: 105,634 shares 105,634 $10.3M 0.36% +79,026 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 83,130 shares; 2025Q1: 78,711 shares; 2025Q2: 83,397 shares; 2025Q3: 86,606 shares; 2025Q4: 86,347 shares; 2026Q1: 90,487 shares 90,487 $9.99M 0.35% +4,140 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,508 shares; 2024Q4: 143,210 shares; 2025Q1: 144,054 shares; 2025Q2: 144,554 shares; 2025Q3: 149,854 shares; 2025Q4: 150,004 shares; 2026Q1: 150,004 shares 150,004 $9.94M 0.35% 0 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,893 shares; 2026Q1: 195,869 shares 195,869 $9.63M 0.34% +8,976 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 33,383 shares; 2025Q1: 33,503 shares; 2025Q2: 33,245 shares; 2025Q3: 32,268 shares; 2025Q4: 30,096 shares; 2026Q1: 28,733 shares 28,733 $9.44M 0.33% -1,363 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,843 shares; 2024Q4: 71,580 shares; 2025Q1: 72,671 shares; 2025Q2: 72,887 shares; 2025Q3: 76,111 shares; 2025Q4: 79,170 shares; 2026Q1: 102,307 shares 102,307 $9.38M 0.33% +23,137 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: 20,677 shares; 2024Q4: 21,863 shares; 2025Q1: 25,602 shares; 2025Q2: 25,918 shares; 2025Q3: 27,791 shares; 2025Q4: 30,762 shares; 2026Q1: 29,937 shares 29,937 $9.05M 0.32% -825 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,355 shares; 2025Q4: 6,106 shares; 2026Q1: 131,365 shares 131,365 $8.97M 0.32% +125,259 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,594 shares; 2025Q4: 136,569 shares; 2026Q1: 162,458 shares 162,458 $8.91M 0.32% +25,889 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: 56,391 shares; 2024Q4: 54,017 shares; 2025Q1: 55,291 shares; 2025Q2: 56,186 shares; 2025Q3: 55,158 shares; 2025Q4: 56,182 shares; 2026Q1: 55,974 shares 55,974 $8.69M 0.31% -208 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: 102,734 shares; 2024Q4: 149,001 shares; 2025Q1: 130,157 shares; 2025Q2: 146,845 shares; 2025Q3: 91,294 shares; 2025Q4: 160,770 shares; 2026Q1: 170,670 shares 170,670 $8.64M 0.31% +9,900 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,601 shares; 2024Q4: 78,350 shares; 2025Q1: 70,393 shares; 2025Q2: 71,274 shares; 2025Q3: 73,486 shares; 2025Q4: 72,747 shares; 2026Q1: 71,654 shares 71,654 $8.62M 0.31% -1,093 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: 11,639 shares; 2024Q4: 12,436 shares; 2025Q1: 12,507 shares; 2025Q2: 13,172 shares; 2025Q3: 15,911 shares; 2025Q4: 17,240 shares; 2026Q1: 16,808 shares 16,808 $8.4M 0.3% -432 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: 58,152 shares; 2024Q4: 58,796 shares; 2025Q1: 60,755 shares; 2025Q2: 55,948 shares; 2025Q3: 55,242 shares; 2025Q4: 57,315 shares; 2026Q1: 57,416 shares 57,416 $8.29M 0.29% +101 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 821 shares; 2025Q1: 991 shares; 2025Q2: 1,089 shares; 2025Q3: 2,660 shares; 2025Q4: 4,949 shares; 2026Q1: 6,227 shares 6,227 $8.22M 0.29% +1,278 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: 36,282 shares; 2024Q4: 41,478 shares; 2025Q1: 47,644 shares; 2025Q2: 47,562 shares; 2025Q3: 50,712 shares; 2025Q4: 60,482 shares; 2026Q1: 55,297 shares 55,297 $8.13M 0.29% -5,185 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: 71,283 shares; 2024Q4: 65,127 shares; 2025Q1: 65,634 shares; 2025Q2: 63,937 shares; 2025Q3: 63,165 shares; 2025Q4: 94,548 shares; 2026Q1: 82,676 shares 82,676 $8.09M 0.29% -11,872 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: 28,150 shares; 2024Q4: 28,268 shares; 2025Q1: 27,694 shares; 2025Q2: 27,031 shares; 2025Q3: 27,039 shares; 2025Q4: 28,589 shares; 2026Q1: 54,541 shares 54,541 $8M 0.28% +25,952 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,513 shares; 2024Q4: 81,402 shares; 2025Q1: 82,789 shares; 2025Q2: 78,200 shares; 2025Q3: 84,723 shares; 2025Q4: 94,988 shares; 2026Q1: 96,312 shares 96,312 $7.97M 0.28% +1,324 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: 6,515 shares; 2024Q4: 6,831 shares; 2025Q1: 6,938 shares; 2025Q2: 7,103 shares; 2025Q3: 7,649 shares; 2025Q4: 86,920 shares; 2026Q1: 79,441 shares 79,441 $7.64M 0.27% -7,479 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,442 shares; 2024Q4: 62,938 shares; 2025Q1: 64,220 shares; 2025Q2: 64,220 shares; 2025Q3: 64,220 shares; 2025Q4: 64,220 shares; 2026Q1: 64,135 shares 64,135 $7.6M 0.27% -85 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 19,006 shares; 2025Q1: 35,419 shares; 2025Q2: 36,412 shares; 2025Q3: 37,444 shares; 2025Q4: 29,575 shares; 2026Q1: 31,046 shares 31,046 $7.53M 0.27% +1,471 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,133 shares; 2024Q4: 254,010 shares; 2025Q1: 250,409 shares; 2025Q2: 244,765 shares; 2025Q3: 238,525 shares; 2025Q4: 241,069 shares; 2026Q1: 240,950 shares 240,950 $7.46M 0.26% -119 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 14,594 shares; 2025Q1: 14,431 shares; 2025Q2: 14,111 shares; 2025Q3: 16,190 shares; 2025Q4: 13,348 shares; 2026Q1: 13,010 shares 13,010 $7.33M 0.26% -338 Timeline SCHJ 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: 146,296 shares; 2024Q4: 316,135 shares; 2025Q1: 363,181 shares; 2025Q2: 372,585 shares; 2025Q3: 395,852 shares; 2025Q4: 294,657 shares; 2026Q1: 293,635 shares 293,635 $7.26M 0.26% -1,022 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,593 shares; 2024Q4: 62,957 shares; 2025Q1: 58,441 shares; 2025Q2: 57,040 shares; 2025Q3: 56,541 shares; 2025Q4: 56,097 shares; 2026Q1: 58,352 shares 58,352 $7.25M 0.26% +2,255 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: 224,406 shares; 2024Q4: 201,355 shares; 2025Q1: 177,850 shares; 2025Q2: 173,828 shares; 2025Q3: 182,021 shares; 2025Q4: 198,992 shares; 2026Q1: 208,107 shares 208,107 $6.98M 0.25% +9,115 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,190 shares; 2026Q1: 153,802 shares 153,802 $6.95M 0.25% +17,612 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: 11,008 shares; 2024Q4: 16,921 shares; 2025Q1: 20,070 shares; 2025Q2: 23,373 shares; 2025Q3: 24,584 shares; 2025Q4: 25,217 shares; 2026Q1: 24,384 shares 24,384 $6.92M 0.25% -833 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,567 shares; 2024Q4: 383,958 shares; 2025Q1: 277,791 shares; 2025Q2: 248,163 shares; 2025Q3: 234,137 shares; 2025Q4: 232,178 shares; 2026Q1: 233,327 shares 233,327 $6.79M 0.24% +1,149 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,910 shares; 2024Q4: 34,865 shares; 2025Q1: 33,407 shares; 2025Q2: 31,769 shares; 2025Q3: 32,100 shares; 2025Q4: 31,986 shares; 2026Q1: 31,419 shares 31,419 $6.76M 0.24% -567 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: 59,105 shares; 2024Q4: 60,693 shares; 2025Q1: 62,123 shares; 2025Q2: 63,443 shares; 2025Q3: 80,300 shares; 2025Q4: 100,226 shares; 2026Q1: 105,125 shares 105,125 $6.73M 0.24% +4,899 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: 134,987 shares; 2024Q4: 134,258 shares; 2025Q1: 149,252 shares; 2025Q2: 165,696 shares; 2025Q3: 177,298 shares; 2025Q4: 146,604 shares; 2026Q1: 142,974 shares 142,974 $6.61M 0.23% -3,630 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,206 shares; 2026Q1: 308,412 shares 308,412 $6.58M 0.23% -10,794 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: 63,918 shares; 2024Q4: 60,751 shares; 2025Q1: 59,502 shares; 2025Q2: 14,283 shares; 2025Q3: 14,503 shares; 2025Q4: 17,074 shares; 2026Q1: 25,657 shares 25,657 $6.36M 0.23% +8,583 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: 70,567 shares; 2024Q4: 70,776 shares; 2025Q1: 70,045 shares; 2025Q2: 73,087 shares; 2025Q3: 80,890 shares; 2025Q4: 92,336 shares; 2026Q1: 79,857 shares 79,857 $6.33M 0.22% -12,479 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,491 shares; 2025Q1: 3,685 shares; 2025Q2: 4,820 shares; 2025Q3: 6,703 shares; 2025Q4: 6,901 shares; 2026Q1: 7,094 shares 7,094 $6.19M 0.22% +193 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: 15,536 shares; 2024Q4: 30,552 shares; 2025Q1: 31,734 shares; 2025Q2: 32,588 shares; 2025Q3: 32,973 shares; 2025Q4: 35,485 shares; 2026Q1: 38,597 shares 38,597 $6.19M 0.22% +3,112 Timeline VRP 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: 212,303 shares; 2024Q4: 228,498 shares; 2025Q1: 240,970 shares; 2025Q2: 226,054 shares; 2025Q3: 228,385 shares; 2025Q4: 239,539 shares; 2026Q1: 256,434 shares 256,434 $6.15M 0.22% +16,895 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,029 shares; 2025Q1: 39,249 shares; 2025Q2: 40,559 shares; 2025Q3: 39,600 shares; 2025Q4: 47,392 shares; 2026Q1: 49,118 shares 49,118 $6.03M 0.21% +1,726 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,911 shares; 2024Q4: 381,188 shares; 2025Q1: 347,256 shares; 2025Q2: 343,290 shares; 2025Q3: 365,206 shares; 2025Q4: 392,584 shares; 2026Q1: 409,280 shares 409,280 $5.84M 0.21% +16,696 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,874 shares; 2024Q4: 44,725 shares; 2025Q1: 41,812 shares; 2025Q2: 44,372 shares; 2025Q3: 51,320 shares; 2025Q4: 54,476 shares; 2026Q1: 59,947 shares 59,947 $5.82M 0.21% +5,471 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,460 shares; 2024Q4: 21,924 shares; 2025Q1: 21,855 shares; 2025Q2: 21,302 shares; 2025Q3: 14,521 shares; 2025Q4: 12,621 shares; 2026Q1: 12,562 shares 12,562 $5.82M 0.21% -59 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,449 shares; 2024Q4: 43,475 shares; 2025Q1: 41,626 shares; 2025Q2: 42,766 shares; 2025Q3: 41,869 shares; 2025Q4: 41,863 shares; 2026Q1: 41,715 shares 41,715 $5.81M 0.21% -148 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,208 shares; 2024Q4: 51,502 shares; 2025Q1: 51,063 shares; 2025Q2: 49,400 shares; 2025Q3: 49,299 shares; 2025Q4: 46,809 shares; 2026Q1: 45,610 shares 45,610 $5.74M 0.2% -1,199 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,429 shares; 2025Q3: 247,001 shares; 2025Q4: 324,196 shares; 2026Q1: 338,985 shares 338,985 $5.68M 0.2% +14,789 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,720 shares; 2025Q1: 7,930 shares; 2025Q2: 8,063 shares; 2025Q3: 7,998 shares; 2025Q4: 8,476 shares; 2026Q1: 8,127 shares 8,127 $5.54M 0.2% -349 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 18,980 shares; 2025Q1: 19,233 shares; 2025Q2: 19,755 shares; 2025Q3: 21,949 shares; 2025Q4: 21,837 shares; 2026Q1: 21,774 shares 21,774 $5.51M 0.2% -63 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: 146,091 shares; 2024Q4: 139,388 shares; 2025Q1: 147,437 shares; 2025Q2: 149,454 shares; 2025Q3: 149,785 shares; 2025Q4: 106,744 shares; 2026Q1: 104,730 shares 104,730 $5.5M 0.2% -2,014 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,747 shares; 2024Q4: 109,285 shares; 2025Q1: 102,690 shares; 2025Q2: 100,088 shares; 2025Q3: 97,358 shares; 2025Q4: 98,285 shares; 2026Q1: 101,197 shares 101,197 $5.36M 0.19% +2,912 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: 13,940 shares; 2024Q4: 13,263 shares; 2025Q1: 13,400 shares; 2025Q2: 16,013 shares; 2025Q3: 13,632 shares; 2025Q4: 16,180 shares; 2026Q1: 13,674 shares 13,674 $5.34M 0.19% -2,506 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,492 shares; 2024Q4: 163,447 shares; 2025Q1: 168,844 shares; 2025Q2: 163,980 shares; 2025Q3: 163,808 shares; 2025Q4: 171,739 shares; 2026Q1: 173,244 shares 173,244 $5.28M 0.19% +1,505 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: 98,715 shares; 2024Q4: 90,129 shares; 2025Q1: 100,121 shares; 2025Q2: 94,021 shares; 2025Q3: 100,889 shares; 2025Q4: 97,396 shares; 2026Q1: 104,194 shares 104,194 $5.28M 0.19% +6,798 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,650 shares; 2024Q4: 67,137 shares; 2025Q1: 69,116 shares; 2025Q2: 64,181 shares; 2025Q3: 59,352 shares; 2025Q4: 39,289 shares; 2026Q1: 38,769 shares 38,769 $5.22M 0.19% -520 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,638 shares; 2024Q4: 24,058 shares; 2025Q1: 24,812 shares; 2025Q2: 25,029 shares; 2025Q3: 25,112 shares; 2025Q4: 32,106 shares; 2026Q1: 35,185 shares 35,185 $5.21M 0.18% +3,079 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: 51,510 shares; 2024Q4: 52,259 shares; 2025Q1: 57,208 shares; 2025Q2: 57,264 shares; 2025Q3: 52,599 shares; 2025Q4: 54,270 shares; 2026Q1: 53,977 shares 53,977 $5.21M 0.18% -293 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: 23,729 shares; 2024Q4: 25,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,739 shares; 2025Q3: 25,177 shares; 2025Q4: 23,109 shares; 2026Q1: 27,776 shares 27,776 $5.19M 0.18% +4,667 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: 15,846 shares; 2024Q4: 15,529 shares; 2025Q1: 14,709 shares; 2025Q2: 14,701 shares; 2025Q3: 14,285 shares; 2025Q4: 14,484 shares; 2026Q1: 14,523 shares 14,523 $5.11M 0.18% +39 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,145 shares; 2025Q3: 110,460 shares; 2025Q4: 114,202 shares; 2026Q1: 125,142 shares 125,142 $5.07M 0.18% +10,940 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: 51,920 shares; 2024Q4: 50,512 shares; 2025Q1: 48,376 shares; 2025Q2: 50,482 shares; 2025Q3: 50,395 shares; 2025Q4: 81,023 shares; 2026Q1: 82,216 shares 82,216 $5.02M 0.18% +1,193 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: 20,133 shares; 2024Q4: 19,616 shares; 2025Q1: 18,811 shares; 2025Q2: 18,780 shares; 2025Q3: 18,726 shares; 2025Q4: 22,948 shares; 2026Q1: 20,844 shares 20,844 $4.95M 0.18% -2,104 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,872 shares; 2025Q2: 119,112 shares; 2025Q3: 127,131 shares; 2025Q4: 133,850 shares; 2026Q1: 154,632 shares 154,632 $4.87M 0.17% +20,782 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: 69,005 shares; 2024Q4: 68,986 shares; 2025Q1: 67,739 shares; 2025Q2: 5,643 shares; 2025Q3: 8,288 shares; 2025Q4: 11,967 shares; 2026Q1: 12,620 shares 12,620 $4.84M 0.17% +653 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,306 shares; 2024Q4: 34,594 shares; 2025Q1: 34,532 shares; 2025Q2: 34,644 shares; 2025Q3: 35,258 shares; 2025Q4: 34,906 shares; 2026Q1: 36,143 shares 36,143 $4.74M 0.17% +1,237 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: 39,336 shares; 2024Q4: 69,889 shares; 2025Q1: 113,930 shares; 2025Q2: 118,009 shares; 2025Q3: 120,320 shares; 2025Q4: 122,683 shares; 2026Q1: 119,904 shares 119,904 $4.73M 0.17% -2,779 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,318 shares; 2024Q4: 31,716 shares; 2025Q1: 31,105 shares; 2025Q2: 30,890 shares; 2025Q3: 32,489 shares; 2025Q4: 34,330 shares; 2026Q1: 33,802 shares 33,802 $4.64M 0.16% -528 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,860 shares; 2025Q4: 75,712 shares; 2026Q1: 81,405 shares 81,405 $4.56M 0.16% +5,693 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: 42,964 shares; 2024Q4: 43,420 shares; 2025Q1: 42,772 shares; 2025Q2: 40,487 shares; 2025Q3: 43,026 shares; 2025Q4: 45,143 shares; 2026Q1: 47,519 shares 47,519 $4.54M 0.16% +2,376 Timeline VPL 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: 46,753 shares; 2024Q4: 46,681 shares; 2025Q1: 47,612 shares; 2025Q2: 47,770 shares; 2025Q3: 47,754 shares; 2025Q4: 46,192 shares; 2026Q1: 45,596 shares 45,596 $4.46M 0.16% -596 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,331 shares; 2025Q1: 8,309 shares; 2025Q2: 10,370 shares; 2025Q3: 28,729 shares; 2025Q4: 27,501 shares; 2026Q1: 40,838 shares 40,838 $4.41M 0.16% +13,337 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,212 shares; 2024Q4: 80,177 shares; 2025Q1: 80,782 shares; 2025Q2: 82,247 shares; 2025Q3: 83,017 shares; 2025Q4: 84,338 shares; 2026Q1: 83,196 shares 83,196 $4.37M 0.16% -1,142 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,260 shares; 2024Q4: 63,249 shares; 2025Q1: 64,935 shares; 2025Q2: 62,993 shares; 2025Q3: 80,237 shares; 2025Q4: 84,688 shares; 2026Q1: 86,670 shares 86,670 $4.32M 0.15% +1,982 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 3,353 shares; 2025Q1: 9,384 shares; 2025Q2: 7,216 shares; 2025Q3: 9,391 shares; 2025Q4: 12,064 shares; 2026Q1: 13,024 shares 13,024 $4.14M 0.15% +960 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,814 shares; 2024Q4: 31,797 shares; 2025Q1: 32,026 shares; 2025Q2: 32,820 shares; 2025Q3: 32,539 shares; 2025Q4: 32,762 shares; 2026Q1: 32,330 shares 32,330 $4.09M 0.15% -432 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: 176,696 shares; 2024Q4: 179,863 shares; 2025Q1: 178,173 shares; 2025Q2: 187,373 shares; 2025Q3: 192,557 shares; 2025Q4: 207,458 shares; 2026Q1: 225,977 shares 225,977 $4.07M 0.14% +18,519 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: 84,843 shares; 2024Q4: 259,558 shares; 2025Q1: 270,550 shares; 2025Q2: 241,665 shares; 2025Q3: 255,254 shares; 2025Q4: 125,905 shares; 2026Q1: 132,255 shares 132,255 $4.06M 0.14% +6,350 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,966 shares; 2025Q1: 3,009 shares; 2025Q2: 45,149 shares; 2025Q3: 44,738 shares; 2025Q4: 44,860 shares; 2026Q1: 43,546 shares 43,546 $4.02M 0.14% -1,314 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: 61,168 shares; 2024Q4: 61,484 shares; 2025Q1: 66,845 shares; 2025Q2: 64,263 shares; 2025Q3: 67,002 shares; 2025Q4: 67,084 shares; 2026Q1: 69,084 shares 69,084 $3.92M 0.14% +2,000 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,543 shares; 2025Q4: 7,397 shares; 2026Q1: 28,920 shares 28,920 $3.92M 0.14% +21,523 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,350 shares; 2024Q4: 113,241 shares; 2025Q1: 111,060 shares; 2025Q2: 110,885 shares; 2025Q3: 103,842 shares; 2025Q4: 102,898 shares; 2026Q1: 100,395 shares 100,395 $3.9M 0.14% -2,503 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,641 shares; 2026Q1: 92,857 shares 92,857 $3.9M 0.14% +39,216 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,162 shares; 2024Q4: 29,810 shares; 2025Q1: 29,685 shares; 2025Q2: 20,184 shares; 2025Q3: 17,116 shares; 2025Q4: 16,036 shares; 2026Q1: 14,337 shares 14,337 $3.88M 0.14% -1,699 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 17,777 shares; 2025Q1: 23,869 shares; 2025Q2: 25,064 shares; 2025Q3: 24,692 shares; 2025Q4: 23,574 shares; 2026Q1: 23,564 shares 23,564 $3.88M 0.14% -10 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,805 shares; 2024Q4: 169,285 shares; 2025Q1: 151,184 shares; 2025Q2: 156,798 shares; 2025Q3: 152,491 shares; 2025Q4: 152,173 shares; 2026Q1: 150,654 shares 150,654 $3.86M 0.14% -1,519 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,294 shares; 2026Q1: 58,294 shares 58,294 $3.81M 0.14% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,460 shares; 2024Q4: 80,497 shares; 2025Q1: 79,843 shares; 2025Q2: 65,183 shares; 2025Q3: 62,805 shares; 2025Q4: 63,814 shares; 2026Q1: 74,833 shares 74,833 $3.8M 0.13% +11,019 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,319 shares; 2024Q4: 16,310 shares; 2025Q1: 16,665 shares; 2025Q2: 15,495 shares; 2025Q3: 18,197 shares; 2025Q4: 18,104 shares; 2026Q1: 18,222 shares 18,222 $3.79M 0.13% +118 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,325 shares; 2025Q3: 19,673 shares; 2025Q4: 20,243 shares; 2026Q1: 22,341 shares 22,341 $3.79M 0.13% +2,098 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,133 shares; 2024Q4: 21,988 shares; 2025Q1: 21,898 shares; 2025Q2: 22,156 shares; 2025Q3: 21,487 shares; 2025Q4: 21,452 shares; 2026Q1: 20,809 shares 20,809 $3.75M 0.13% -643 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,115 shares; 2024Q4: 153,592 shares; 2025Q1: 154,554 shares; 2025Q2: 152,785 shares; 2025Q3: 148,082 shares; 2025Q4: 147,724 shares; 2026Q1: 143,698 shares 143,698 $3.74M 0.13% -4,026 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,021 shares; 2024Q4: 21,171 shares; 2025Q1: 21,021 shares; 2025Q2: 22,021 shares; 2025Q3: 22,124 shares; 2025Q4: 21,724 shares; 2026Q1: 22,024 shares 22,024 $3.72M 0.13% +300 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 14,548 shares; 2025Q1: 14,046 shares; 2025Q2: 11,317 shares; 2025Q3: 10,571 shares; 2025Q4: 11,201 shares; 2026Q1: 10,812 shares 10,812 $3.7M 0.13% -389 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,030 shares; 2024Q4: 61,030 shares; 2025Q1: 61,030 shares; 2025Q2: 60,956 shares; 2025Q3: 60,956 shares; 2025Q4: 60,956 shares; 2026Q1: 60,956 shares 60,956 $3.68M 0.13% 0 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: 7,912 shares; 2024Q4: 8,154 shares; 2025Q1: 8,747 shares; 2025Q2: 8,161 shares; 2025Q3: 7,991 shares; 2025Q4: 17,060 shares; 2026Q1: 27,639 shares 27,639 $3.67M 0.13% +10,579 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 reported; 2024Q4: not reported; 2025Q1: 6,807 shares; 2025Q2: 15,075 shares; 2025Q3: 24,090 shares; 2025Q4: 64,150 shares; 2026Q1: 73,746 shares 73,746 $3.65M 0.13% +9,596 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,333 shares; 2025Q3: 56,941 shares; 2025Q4: 56,785 shares; 2026Q1: 57,832 shares 57,832 $3.59M 0.13% +1,047 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 7,017 shares; 2025Q1: 6,508 shares; 2025Q2: 6,831 shares; 2025Q3: 6,786 shares; 2025Q4: 19,561 shares; 2026Q1: 17,282 shares 17,282 $3.57M 0.13% -2,279 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: 8,429 shares; 2024Q4: 8,318 shares; 2025Q1: 8,117 shares; 2025Q2: 8,042 shares; 2025Q3: 8,240 shares; 2025Q4: 8,914 shares; 2026Q1: 8,321 shares 8,321 $3.55M 0.13% -593 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,965 shares; 2024Q4: 34,602 shares; 2025Q1: 33,593 shares; 2025Q2: 33,948 shares; 2025Q3: 32,697 shares; 2025Q4: 32,117 shares; 2026Q1: 32,304 shares 32,304 $3.52M 0.13% +187 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: 59,688 shares; 2024Q4: 56,970 shares; 2025Q1: 53,667 shares; 2025Q2: 47,384 shares; 2025Q3: 47,408 shares; 2025Q4: 48,355 shares; 2026Q1: 44,818 shares 44,818 $3.51M 0.12% -3,537 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,657 shares; 2024Q4: 12,846 shares; 2025Q1: 11,834 shares; 2025Q2: 12,403 shares; 2025Q3: 13,125 shares; 2025Q4: 13,361 shares; 2026Q1: 18,293 shares 18,293 $3.51M 0.12% +4,932 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,803 shares; 2024Q4: 26,021 shares; 2025Q1: 25,332 shares; 2025Q2: 25,511 shares; 2025Q3: 22,178 shares; 2025Q4: 21,419 shares; 2026Q1: 19,311 shares 19,311 $3.5M 0.12% -2,108 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,602 shares; 2025Q1: 9,732 shares; 2025Q2: 10,859 shares; 2025Q3: 12,410 shares; 2025Q4: 16,061 shares; 2026Q1: 16,355 shares 16,355 $3.49M 0.12% +294 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: 9,898 shares; 2024Q4: 11,006 shares; 2025Q1: 11,033 shares; 2025Q2: 11,285 shares; 2025Q3: 11,227 shares; 2025Q4: 11,302 shares; 2026Q1: 12,143 shares 12,143 $3.49M 0.12% +841 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,033 shares; 2025Q2: 16,882 shares; 2025Q3: 26,296 shares; 2025Q4: 65,904 shares; 2026Q1: 72,996 shares 72,996 $3.48M 0.12% +7,092 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: 41,253 shares; 2024Q4: 40,479 shares; 2025Q1: 31,776 shares; 2025Q2: 41,578 shares; 2025Q3: 43,340 shares; 2025Q4: 44,510 shares; 2026Q1: 45,424 shares 45,424 $3.45M 0.12% +914 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: 17,548 shares; 2024Q4: 31,215 shares; 2025Q1: 31,525 shares; 2025Q2: 32,508 shares; 2025Q3: 32,139 shares; 2025Q4: 36,507 shares; 2026Q1: 43,389 shares 43,389 $3.45M 0.12% +6,882 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: 26,796 shares; 2024Q4: 42,805 shares; 2025Q1: 45,158 shares; 2025Q2: 46,145 shares; 2025Q3: 46,362 shares; 2025Q4: 40,593 shares; 2026Q1: 39,702 shares 39,702 $3.44M 0.12% -891 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,809 shares; 2024Q4: 25,739 shares; 2025Q1: 25,521 shares; 2025Q2: 26,643 shares; 2025Q3: 28,113 shares; 2025Q4: 28,871 shares; 2026Q1: 29,748 shares 29,748 $3.37M 0.12% +877 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,964 shares; 2025Q1: not reported; 2025Q2: 99,684 shares; 2025Q3: 27,922 shares; 2025Q4: 31,239 shares; 2026Q1: 33,778 shares 33,778 $3.35M 0.12% +2,539 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: 51,830 shares; 2024Q4: 51,249 shares; 2025Q1: 50,499 shares; 2025Q2: 50,339 shares; 2025Q3: 51,116 shares; 2025Q4: 51,686 shares; 2026Q1: 55,134 shares 55,134 $3.34M 0.12% +3,448 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: 42,429 shares; 2024Q4: 126,471 shares; 2025Q1: 123,484 shares; 2025Q2: 121,241 shares; 2025Q3: 119,587 shares; 2025Q4: 119,595 shares; 2026Q1: 119,602 shares 119,602 $3.33M 0.12% +7 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,703 shares; 2024Q4: 13,693 shares; 2025Q1: 14,033 shares; 2025Q2: 14,266 shares; 2025Q3: 14,525 shares; 2025Q4: 16,040 shares; 2026Q1: 25,348 shares 25,348 $3.32M 0.12% +9,308 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,367 shares; 2024Q4: 72,699 shares; 2025Q1: 72,514 shares; 2025Q2: 72,775 shares; 2025Q3: 79,258 shares; 2025Q4: 80,372 shares; 2026Q1: 82,084 shares 82,084 $3.3M 0.12% +1,712 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,186 shares; 2024Q4: 42,541 shares; 2025Q1: 42,007 shares; 2025Q2: 42,551 shares; 2025Q3: 42,316 shares; 2025Q4: 42,984 shares; 2026Q1: 43,511 shares 43,511 $3.27M 0.12% +527 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,152 shares; 2026Q1: 53,881 shares 53,881 $3.22M 0.11% +20,729 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,818 shares; 2025Q4: 95,182 shares; 2026Q1: 93,762 shares 93,762 $3.21M 0.11% -1,420 Timeline SDOG 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: 47,442 shares; 2024Q4: 47,852 shares; 2025Q1: 47,326 shares; 2025Q2: 48,019 shares; 2025Q3: 47,518 shares; 2025Q4: 48,122 shares; 2026Q1: 47,135 shares 47,135 $3.07M 0.11% -987 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,477 shares; 2025Q4: 128,333 shares; 2026Q1: 127,661 shares 127,661 $3.05M 0.11% -672 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,460 shares; 2025Q1: 4,453 shares; 2025Q2: 4,419 shares; 2025Q3: 4,772 shares; 2025Q4: 4,773 shares; 2026Q1: 4,879 shares 4,879 $3.01M 0.11% +106 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,792 shares; 2025Q4: 24,388 shares; 2026Q1: 23,249 shares 23,249 $2.94M 0.1% -1,139 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 reported; 2024Q4: 22,325 shares; 2025Q1: 21,131 shares; 2025Q2: 18,143 shares; 2025Q3: 2,842 shares; 2025Q4: 8,880 shares; 2026Q1: 11,701 shares 11,701 $2.93M 0.1% +2,821 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: 53,325 shares; 2024Q4: 70,788 shares; 2025Q1: 78,586 shares; 2025Q2: 105,056 shares; 2025Q3: 118,743 shares; 2025Q4: 138,811 shares; 2026Q1: 149,114 shares 149,114 $2.9M 0.1% +10,303 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,231 shares; 2024Q4: 33,994 shares; 2025Q1: 35,421 shares; 2025Q2: 35,985 shares; 2025Q3: 34,646 shares; 2025Q4: 36,249 shares; 2026Q1: 35,552 shares 35,552 $2.88M 0.1% -697 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: 43,217 shares; 2024Q4: 45,124 shares; 2025Q1: 47,000 shares; 2025Q2: 45,807 shares; 2025Q3: 50,994 shares; 2025Q4: 54,867 shares; 2026Q1: 55,932 shares 55,932 $2.8M 0.1% +1,065 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: 12,131 shares; 2024Q4: 16,548 shares; 2025Q1: 16,487 shares; 2025Q2: 21,484 shares; 2025Q3: 25,371 shares; 2025Q4: 24,469 shares; 2026Q1: 27,745 shares 27,745 $2.79M 0.1% +3,276 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,614 shares; 2025Q1: 36,286 shares; 2025Q2: 42,197 shares; 2025Q3: 42,347 shares; 2025Q4: 42,397 shares; 2026Q1: 42,947 shares 42,947 $2.79M 0.1% +550 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 11,331 shares; 2025Q1: 11,437 shares; 2025Q2: 11,080 shares; 2025Q3: 11,684 shares; 2025Q4: 11,948 shares; 2026Q1: 11,797 shares 11,797 $2.79M 0.1% -151 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: 10,817 shares; 2024Q4: 10,761 shares; 2025Q1: 11,103 shares; 2025Q2: 10,997 shares; 2025Q3: 11,081 shares; 2025Q4: 21,898 shares; 2026Q1: 25,497 shares 25,497 $2.78M 0.1% +3,599 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: 4,766 shares; 2024Q4: 6,085 shares; 2025Q1: 5,230 shares; 2025Q2: 5,315 shares; 2025Q3: 4,410 shares; 2025Q4: 4,336 shares; 2026Q1: 4,572 shares 4,572 $2.76M 0.1% +236 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 6,700 shares; 2025Q1: 6,665 shares; 2025Q2: 6,801 shares; 2025Q3: 6,949 shares; 2025Q4: 6,950 shares; 2026Q1: 6,484 shares 6,484 $2.76M 0.1% -466 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: 14,984 shares; 2024Q4: 26,576 shares; 2025Q1: 33,079 shares; 2025Q2: 37,345 shares; 2025Q3: 39,415 shares; 2025Q4: 40,270 shares; 2026Q1: 21,264 shares 21,264 $2.72M 0.1% -19,006 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: 52,805 shares; 2024Q4: 42,646 shares; 2025Q1: 40,730 shares; 2025Q2: 44,560 shares; 2025Q3: 45,551 shares; 2025Q4: 47,553 shares; 2026Q1: 49,571 shares 49,571 $2.68M 0.1% +2,018 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 54,895 shares; 2025Q3: 62,603 shares; 2025Q4: 62,612 shares; 2026Q1: 62,118 shares 62,118 $2.64M 0.09% -494 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: 40,837 shares; 2024Q4: 39,649 shares; 2025Q1: 39,945 shares; 2025Q2: 40,024 shares; 2025Q3: 43,524 shares; 2025Q4: 44,533 shares; 2026Q1: 52,465 shares 52,465 $2.6M 0.09% +7,932 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,897 shares; 2024Q4: 58,785 shares; 2025Q1: 58,785 shares; 2025Q2: 56,897 shares; 2025Q3: 70,030 shares; 2025Q4: 98,958 shares; 2026Q1: 98,832 shares 98,832 $2.6M 0.09% -126 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: 12,243 shares; 2024Q4: 11,472 shares; 2025Q1: 12,581 shares; 2025Q2: 11,008 shares; 2025Q3: 11,502 shares; 2025Q4: 11,687 shares; 2026Q1: 14,008 shares 14,008 $2.58M 0.09% +2,321 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,520 shares; 2024Q4: 86,447 shares; 2025Q1: 82,556 shares; 2025Q2: 77,575 shares; 2025Q3: 75,995 shares; 2025Q4: 74,120 shares; 2026Q1: 91,547 shares 91,547 $2.57M 0.09% +17,427 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares; 2026Q1: 13,083 shares 13,083 $2.56M 0.09% +21 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 8,896 shares; 2025Q1: 9,055 shares; 2025Q2: 9,041 shares; 2025Q3: 8,740 shares; 2025Q4: 8,610 shares; 2026Q1: 8,582 shares 8,582 $2.56M 0.09% -28 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: 7,552 shares; 2024Q4: 7,953 shares; 2025Q1: 8,008 shares; 2025Q2: 8,265 shares; 2025Q3: 11,133 shares; 2025Q4: 16,786 shares; 2026Q1: 15,939 shares 15,939 $2.55M 0.09% -847 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: 11,618 shares; 2024Q4: 11,918 shares; 2025Q1: 12,782 shares; 2025Q2: 13,846 shares; 2025Q3: 18,837 shares; 2025Q4: 47,571 shares; 2026Q1: 55,133 shares 55,133 $2.53M 0.09% +7,562 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,835 shares; 2025Q2: 75,106 shares; 2025Q3: 89,550 shares; 2025Q4: 89,351 shares; 2026Q1: 61,796 shares 61,796 $2.52M 0.09% -27,555 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,851 shares; 2025Q1: 4,784 shares; 2025Q2: 4,728 shares; 2025Q3: 1,945 shares; 2025Q4: 53,155 shares; 2026Q1: 45,040 shares 45,040 $2.51M 0.09% -8,115 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 5,958 shares; 2025Q1: 4,590 shares; 2025Q2: 5,770 shares; 2025Q3: 5,549 shares; 2025Q4: 21,684 shares; 2026Q1: 26,499 shares 26,499 $2.5M 0.09% +4,815 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,566 shares 61,566 $2.42M 0.09% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,053 shares; 2024Q4: 52,648 shares; 2025Q1: 58,491 shares; 2025Q2: 38,565 shares; 2025Q3: 20,923 shares; 2025Q4: 20,353 shares; 2026Q1: 19,958 shares 19,958 $2.41M 0.09% -395 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,326 shares; 2024Q4: 381,335 shares; 2025Q1: 434,559 shares; 2025Q2: 461,706 shares; 2025Q3: 484,147 shares; 2025Q4: 85,658 shares; 2026Q1: 105,288 shares 105,288 $2.41M 0.09% +19,630 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: 6,288 shares; 2024Q4: 6,290 shares; 2025Q1: 6,711 shares; 2025Q2: 6,701 shares; 2025Q3: 10,020 shares; 2025Q4: 11,885 shares; 2026Q1: 12,538 shares 12,538 $2.4M 0.09% +653 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: 2,375 shares; 2024Q4: 2,408 shares; 2025Q1: 2,174 shares; 2025Q2: 2,083 shares; 2025Q3: 2,030 shares; 2025Q4: 2,051 shares; 2026Q1: 2,678 shares 2,678 $2.4M 0.09% +627 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,466 shares; 2025Q2: 15,388 shares; 2025Q3: 14,358 shares; 2025Q4: 14,056 shares; 2026Q1: 14,402 shares 14,402 $2.39M 0.08% +346 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: 15,226 shares; 2024Q4: 15,624 shares; 2025Q1: 14,982 shares; 2025Q2: 15,363 shares; 2025Q3: 15,125 shares; 2025Q4: 15,190 shares; 2026Q1: 14,373 shares 14,373 $2.38M 0.08% -817 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 9,348 shares; 2025Q1: 8,893 shares; 2025Q2: 8,880 shares; 2025Q3: 9,718 shares; 2025Q4: 12,149 shares; 2026Q1: 11,894 shares 11,894 $2.37M 0.08% -255 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,193 shares; 2025Q3: 62,891 shares; 2025Q4: 64,469 shares; 2026Q1: 63,592 shares 63,592 $2.36M 0.08% -877 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,099 shares; 2024Q4: 35,099 shares; 2025Q1: 35,113 shares; 2025Q2: 49,265 shares; 2025Q3: 57,650 shares; 2025Q4: 61,462 shares; 2026Q1: 60,925 shares 60,925 $2.34M 0.08% -537 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,653 shares; 2024Q4: 9,629 shares; 2025Q1: 11,560 shares; 2025Q2: 11,288 shares; 2025Q3: 13,583 shares; 2025Q4: 12,513 shares; 2026Q1: 23,584 shares 23,584 $2.32M 0.08% +11,071 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: 29,332 shares; 2024Q4: 31,776 shares; 2025Q1: 34,961 shares; 2025Q2: 37,717 shares; 2025Q3: 58,308 shares; 2025Q4: 64,761 shares; 2026Q1: 47,539 shares 47,539 $2.32M 0.08% -17,222 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,102 shares 47,102 $2.3M 0.08% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,357 shares; 2025Q1: 1,440 shares; 2025Q2: 1,673 shares; 2025Q3: 2,332 shares; 2025Q4: 2,519 shares; 2026Q1: 2,685 shares 2,685 $2.27M 0.08% +166 Timeline SFLR 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: 24,845 shares; 2024Q4: 25,119 shares; 2025Q1: 26,574 shares; 2025Q2: 28,780 shares; 2025Q3: 30,694 shares; 2025Q4: 46,450 shares; 2026Q1: 62,869 shares 62,869 $2.23M 0.08% +16,419 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,147 shares; 2026Q1: 37,034 shares 37,034 $2.22M 0.08% +887 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,929 shares; 2024Q4: 9,105 shares; 2025Q1: 18,976 shares; 2025Q2: 23,962 shares; 2025Q3: 20,962 shares; 2025Q4: 13,456 shares; 2026Q1: 27,792 shares 27,792 $2.21M 0.08% +14,336 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 7,362 shares; 2025Q1: 7,209 shares; 2025Q2: 7,654 shares; 2025Q3: 7,233 shares; 2025Q4: 7,657 shares; 2026Q1: 7,102 shares 7,102 $2.21M 0.08% -555 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: 59,034 shares; 2024Q4: 60,044 shares; 2025Q1: 66,449 shares; 2025Q2: 68,357 shares; 2025Q3: 69,624 shares; 2025Q4: 74,117 shares; 2026Q1: 75,729 shares 75,729 $2.2M 0.08% +1,612 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: 2,694 shares; 2024Q4: 2,705 shares; 2025Q1: 2,698 shares; 2025Q2: 3,125 shares; 2025Q3: 3,105 shares; 2025Q4: 3,131 shares; 2026Q1: 3,105 shares 3,105 $2.17M 0.08% -26 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: 28,617 shares; 2024Q4: 47,912 shares; 2025Q1: 57,472 shares; 2025Q2: 65,179 shares; 2025Q3: 75,413 shares; 2025Q4: 87,311 shares; 2026Q1: 92,010 shares 92,010 $2.14M 0.08% +4,699 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,563 shares; 2025Q1: 21,759 shares; 2025Q2: 22,213 shares; 2025Q3: 22,540 shares; 2025Q4: 25,093 shares; 2026Q1: 27,360 shares 27,360 $2.12M 0.08% +2,267 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,683 shares; 2024Q4: 49,727 shares; 2025Q1: 49,883 shares; 2025Q2: 46,179 shares; 2025Q3: 45,630 shares; 2025Q4: 45,775 shares; 2026Q1: 45,699 shares 45,699 $2.12M 0.08% -76 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,952 shares; 2025Q1: 11,833 shares; 2025Q2: 14,601 shares; 2025Q3: 15,970 shares; 2025Q4: 19,839 shares; 2026Q1: 19,794 shares 19,794 $2.11M 0.07% -45 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,712 shares; 2025Q3: 11,404 shares; 2025Q4: 31,390 shares; 2026Q1: 53,532 shares 53,532 $2.09M 0.07% +22,142 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,404 shares; 2024Q4: 52,791 shares; 2025Q1: 65,255 shares; 2025Q2: 71,858 shares; 2025Q3: 86,180 shares; 2025Q4: 91,120 shares; 2026Q1: 95,051 shares 95,051 $2.08M 0.07% +3,931 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 9,161 shares; 2025Q1: 9,319 shares; 2025Q2: 8,830 shares; 2025Q3: 8,680 shares; 2025Q4: 10,399 shares; 2026Q1: 14,198 shares 14,198 $2.07M 0.07% +3,799 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: 21,614 shares; 2024Q4: 21,938 shares; 2025Q1: 22,600 shares; 2025Q2: 20,764 shares; 2025Q3: 21,183 shares; 2025Q4: 20,809 shares; 2026Q1: 7,926 shares 7,926 $2.05M 0.07% -12,883 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,899 shares; 2025Q1: 4,044 shares; 2025Q2: 4,397 shares; 2025Q3: 5,626 shares; 2025Q4: 6,433 shares; 2026Q1: 6,760 shares 6,760 $2.04M 0.07% +327 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: 6,486 shares; 2024Q4: 7,403 shares; 2025Q1: 10,269 shares; 2025Q2: 10,824 shares; 2025Q3: 28,391 shares; 2025Q4: 32,888 shares; 2026Q1: 67,291 shares 67,291 $2.04M 0.07% +34,403 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,655 shares; 2024Q4: 48,080 shares; 2025Q1: 48,319 shares; 2025Q2: 48,471 shares; 2025Q3: 59,050 shares; 2025Q4: 59,125 shares; 2026Q1: 58,497 shares 58,497 $1.95M 0.07% -628 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: 4,826 shares; 2024Q4: 4,707 shares; 2025Q1: 8,166 shares; 2025Q2: 33,152 shares; 2025Q3: 36,486 shares; 2025Q4: 41,567 shares; 2026Q1: 41,747 shares 41,747 $1.94M 0.07% +180 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,098 shares; 2024Q4: 19,180 shares; 2025Q1: 18,869 shares; 2025Q2: 20,132 shares; 2025Q3: 26,204 shares; 2025Q4: 24,497 shares; 2026Q1: 19,318 shares 19,318 $1.92M 0.07% -5,179 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,986 shares; 2024Q4: 22,986 shares; 2025Q1: 27,501 shares; 2025Q2: 28,589 shares; 2025Q3: 27,989 shares; 2025Q4: 28,174 shares; 2026Q1: 28,174 shares 28,174 $1.91M 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 8,702 shares; 2025Q1: 8,824 shares; 2025Q2: 8,285 shares; 2025Q3: 7,999 shares; 2025Q4: 8,130 shares; 2026Q1: 8,223 shares 8,223 $1.89M 0.07% +93 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,581 shares; 2026Q1: 91,070 shares 91,070 $1.88M 0.07% +26,489 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: 2,005 shares; 2024Q4: 2,971 shares; 2025Q1: 4,381 shares; 2025Q2: 4,699 shares; 2025Q3: 5,067 shares; 2025Q4: 6,360 shares; 2026Q1: 5,228 shares 5,228 $1.87M 0.07% -1,132 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: 7,314 shares; 2024Q4: 7,405 shares; 2025Q1: 6,979 shares; 2025Q2: 6,819 shares; 2025Q3: 6,505 shares; 2025Q4: 6,845 shares; 2026Q1: 6,538 shares 6,538 $1.82M 0.06% -307 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,884 shares; 2024Q4: 13,898 shares; 2025Q1: 14,084 shares; 2025Q2: 13,773 shares; 2025Q3: 18,350 shares; 2025Q4: 18,398 shares; 2026Q1: 18,039 shares 18,039 $1.82M 0.06% -359 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,008 shares; 2024Q4: 14,210 shares; 2025Q1: 16,801 shares; 2025Q2: 17,568 shares; 2025Q3: 18,571 shares; 2025Q4: 18,564 shares; 2026Q1: 19,960 shares 19,960 $1.81M 0.06% +1,396 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,901 shares 23,901 $1.8M 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,320 shares; 2024Q4: 15,199 shares; 2025Q1: 15,252 shares; 2025Q2: 17,918 shares; 2025Q3: 18,555 shares; 2025Q4: 20,080 shares; 2026Q1: 21,956 shares 21,956 $1.8M 0.06% +1,876 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,109 shares 13,109 $1.8M 0.06% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,924 shares; 2024Q4: 18,870 shares; 2025Q1: 16,131 shares; 2025Q2: 17,646 shares; 2025Q3: 17,187 shares; 2025Q4: 33,824 shares; 2026Q1: 34,551 shares 34,551 $1.79M 0.06% +727 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,516 shares; 2025Q1: 1,469 shares; 2025Q2: 1,393 shares; 2025Q3: 1,588 shares; 2025Q4: 1,571 shares; 2026Q1: 2,050 shares 2,050 $1.77M 0.06% +479 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,458 shares; 2025Q2: 4,486 shares; 2025Q3: 5,017 shares; 2025Q4: 6,510 shares; 2026Q1: 34,036 shares 34,036 $1.77M 0.06% +27,526 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 2,922 shares; 2025Q2: 8,991 shares; 2025Q3: 10,108 shares; 2025Q4: 10,188 shares; 2026Q1: 10,143 shares 10,143 $1.76M 0.06% -45 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: 13,538 shares; 2024Q4: 13,958 shares; 2025Q1: 14,533 shares; 2025Q2: 12,183 shares; 2025Q3: 13,351 shares; 2025Q4: 16,493 shares; 2026Q1: 16,468 shares 16,468 $1.75M 0.06% -25 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: 8,109 shares; 2024Q4: 7,757 shares; 2025Q1: 7,700 shares; 2025Q2: 7,644 shares; 2025Q3: 7,060 shares; 2025Q4: 7,043 shares; 2026Q1: 6,989 shares 6,989 $1.74M 0.06% -54 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: not reported; 2025Q1: 11,413 shares; 2025Q2: 13,714 shares; 2025Q3: 15,315 shares; 2025Q4: 72,058 shares; 2026Q1: 82,792 shares 82,792 $1.73M 0.06% +10,734 Timeline QLD 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: 12,458 shares; 2024Q4: 13,538 shares; 2025Q1: 14,436 shares; 2025Q2: 14,905 shares; 2025Q3: 13,064 shares; 2025Q4: 26,220 shares; 2026Q1: 28,243 shares 28,243 $1.72M 0.06% +2,023 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,494 shares; 2025Q3: 57,679 shares; 2025Q4: 57,679 shares; 2026Q1: 57,569 shares 57,569 $1.72M 0.06% -110 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: 3,797 shares; 2024Q4: 3,608 shares; 2025Q1: 4,815 shares; 2025Q2: 27,303 shares; 2025Q3: 26,672 shares; 2025Q4: 26,197 shares; 2026Q1: 21,782 shares 21,782 $1.71M 0.06% -4,415 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,474 shares; 2025Q3: 7,156 shares; 2025Q4: 42,702 shares; 2026Q1: 62,501 shares 62,501 $1.71M 0.06% +19,799 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,304 shares; 2025Q3: 16,917 shares; 2025Q4: 27,553 shares; 2026Q1: 33,927 shares 33,927 $1.7M 0.06% +6,374 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,540 shares; 2025Q2: 4,695 shares; 2025Q3: 12,621 shares; 2025Q4: 14,674 shares; 2026Q1: 14,265 shares 14,265 $1.69M 0.06% -409 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: 17,946 shares; 2024Q4: 17,687 shares; 2025Q1: 16,530 shares; 2025Q2: 16,545 shares; 2025Q3: 21,363 shares; 2025Q4: 21,861 shares; 2026Q1: 21,941 shares 21,941 $1.69M 0.06% +80 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,568 shares 34,568 $1.69M 0.06% new 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: 4,211 shares; 2024Q4: 4,200 shares; 2025Q1: 4,323 shares; 2025Q2: 4,323 shares; 2025Q3: 4,593 shares; 2025Q4: 4,656 shares; 2026Q1: 4,660 shares 4,660 $1.66M 0.06% +4 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: 430 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 545 shares; 2026Q1: 387 shares 387 $1.63M 0.06% -158 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,372 shares; 2024Q4: 31,205 shares; 2025Q1: 32,204 shares; 2025Q2: 28,716 shares; 2025Q3: 25,383 shares; 2025Q4: 23,118 shares; 2026Q1: 24,375 shares 24,375 $1.62M 0.06% +1,257 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,450 shares; 2025Q1: 8,881 shares; 2025Q2: 8,805 shares; 2025Q3: 10,958 shares; 2025Q4: 10,781 shares; 2026Q1: 10,560 shares 10,560 $1.6M 0.06% -221 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,562 shares; 2025Q1: 21,656 shares; 2025Q2: 21,421 shares; 2025Q3: 20,278 shares; 2025Q4: 20,888 shares; 2026Q1: 21,926 shares 21,926 $1.59M 0.06% +1,038 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,416 shares; 2025Q1: 5,290 shares; 2025Q2: 5,191 shares; 2025Q3: 4,620 shares; 2025Q4: 4,886 shares; 2026Q1: 5,037 shares 5,037 $1.58M 0.06% +151 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: 227,782 shares; 2024Q4: 214,063 shares; 2025Q1: 227,667 shares; 2025Q2: 158,839 shares; 2025Q3: 26,428 shares; 2025Q4: 21,996 shares; 2026Q1: 25,193 shares 25,193 $1.58M 0.06% +3,197 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: 36,292 shares; 2024Q4: 38,669 shares; 2025Q1: 35,355 shares; 2025Q2: 35,856 shares; 2025Q3: 35,632 shares; 2025Q4: 34,868 shares; 2026Q1: 34,205 shares 34,205 $1.56M 0.06% -663 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: 4,330 shares; 2024Q4: 4,190 shares; 2025Q1: 4,130 shares; 2025Q2: 3,991 shares; 2025Q3: 4,208 shares; 2025Q4: 4,150 shares; 2026Q1: 4,199 shares 4,199 $1.54M 0.05% +49 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 16,289 shares; 2025Q1: 14,341 shares; 2025Q2: 15,318 shares; 2025Q3: 18,310 shares; 2025Q4: 14,335 shares; 2026Q1: 14,992 shares 14,992 $1.54M 0.05% +657 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,951 shares; 2024Q4: 24,774 shares; 2025Q1: 24,111 shares; 2025Q2: 24,453 shares; 2025Q3: 17,894 shares; 2025Q4: 17,336 shares; 2026Q1: 12,152 shares 12,152 $1.52M 0.05% -5,184 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: 17,196 shares; 2024Q4: 19,141 shares; 2025Q1: 20,067 shares; 2025Q2: 23,306 shares; 2025Q3: 24,967 shares; 2025Q4: 26,019 shares; 2026Q1: 26,643 shares 26,643 $1.51M 0.05% +624 Timeline MMKT TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,474 shares; 2026Q1: 14,920 shares 14,920 $1.5M 0.05% +5,446 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,750 shares; 2025Q1: 4,753 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,534 shares; 2026Q1: 4,567 shares 4,567 $1.49M 0.05% +33 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,265 shares 27,265 $1.49M 0.05% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,285 shares; 2025Q1: 8,310 shares; 2025Q2: 7,931 shares; 2025Q3: 7,338 shares; 2025Q4: 8,682 shares; 2026Q1: 7,846 shares 7,846 $1.49M 0.05% -836 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,353 shares; 2025Q3: 18,804 shares; 2025Q4: 24,535 shares; 2026Q1: 29,921 shares 29,921 $1.48M 0.05% +5,386 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,425 shares; 2025Q4: 63,865 shares; 2026Q1: 64,589 shares 64,589 $1.46M 0.05% +724 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,816 shares; 2025Q1: 5,873 shares; 2025Q2: 5,757 shares; 2025Q3: 5,622 shares; 2025Q4: 6,078 shares; 2026Q1: 6,442 shares 6,442 $1.46M 0.05% +364 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,885 shares; 2025Q1: 6,515 shares; 2025Q2: 6,555 shares; 2025Q3: 6,591 shares; 2025Q4: 6,894 shares; 2026Q1: 6,983 shares 6,983 $1.45M 0.05% +89 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: 21,629 shares; 2024Q4: 22,922 shares; 2025Q1: 22,603 shares; 2025Q2: 16,631 shares; 2025Q3: 15,844 shares; 2025Q4: 16,898 shares; 2026Q1: 20,802 shares 20,802 $1.45M 0.05% +3,904 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,403 shares 7,403 $1.45M 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 21,838 shares; 2025Q1: 22,942 shares; 2025Q2: 22,422 shares; 2025Q3: 25,647 shares; 2025Q4: 29,379 shares; 2026Q1: 31,528 shares 31,528 $1.45M 0.05% +2,149 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 16,472 shares; 2025Q1: 17,619 shares; 2025Q2: 17,167 shares; 2025Q3: 15,756 shares; 2025Q4: 15,902 shares; 2026Q1: 14,965 shares 14,965 $1.44M 0.05% -937 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 49,309 shares; 2025Q1: 71,704 shares; 2025Q2: 63,588 shares; 2025Q3: 72,308 shares; 2025Q4: 68,352 shares; 2026Q1: 64,519 shares 64,519 $1.44M 0.05% -3,833 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,234 shares; 2024Q4: 11,254 shares; 2025Q1: 18,254 shares; 2025Q2: 18,736 shares; 2025Q3: 15,398 shares; 2025Q4: 15,602 shares; 2026Q1: 16,055 shares 16,055 $1.44M 0.05% +453 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 13,143 shares; 2025Q1: 13,135 shares; 2025Q2: 12,889 shares; 2025Q3: 10,625 shares; 2025Q4: 11,921 shares; 2026Q1: 10,960 shares 10,960 $1.44M 0.05% -961 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 10,858 shares; 2025Q1: 12,421 shares; 2025Q2: 12,197 shares; 2025Q3: 12,108 shares; 2025Q4: 12,304 shares; 2026Q1: 13,486 shares 13,486 $1.43M 0.05% +1,182 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: 12,644 shares; 2024Q4: 12,340 shares; 2025Q1: 12,106 shares; 2025Q2: 12,208 shares; 2025Q3: 12,536 shares; 2025Q4: 12,197 shares; 2026Q1: 12,811 shares 12,811 $1.42M 0.05% +614 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,313 shares; 2025Q1: 16,528 shares; 2025Q2: 20,692 shares; 2025Q3: 20,842 shares; 2025Q4: 20,842 shares; 2026Q1: 22,042 shares 22,042 $1.41M 0.05% +1,200 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: 2,690 shares; 2024Q4: 1,316 shares; 2025Q1: 1,600 shares; 2025Q2: 2,337 shares; 2025Q3: 4,240 shares; 2025Q4: 3,595 shares; 2026Q1: 3,531 shares 3,531 $1.41M 0.05% -64 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 28,316 shares; 2025Q1: 28,316 shares; 2025Q2: 28,316 shares; 2025Q3: 28,082 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $1.4M 0.05% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,523 shares 10,523 $1.4M 0.05% 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: 16,010 shares; 2024Q4: 16,041 shares; 2025Q1: 15,884 shares; 2025Q2: 15,914 shares; 2025Q3: 16,069 shares; 2025Q4: 15,750 shares; 2026Q1: 13,881 shares 13,881 $1.39M 0.05% -1,869 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,527 shares; 2024Q4: 109,516 shares; 2025Q1: 110,296 shares; 2025Q2: 116,677 shares; 2025Q3: 107,794 shares; 2025Q4: 75,525 shares; 2026Q1: 71,859 shares 71,859 $1.39M 0.05% -3,666 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 18,069 shares; 2025Q1: 18,328 shares; 2025Q2: 18,621 shares; 2025Q3: 20,396 shares; 2025Q4: 20,874 shares; 2026Q1: 17,134 shares 17,134 $1.38M 0.05% -3,740 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 25,723 shares; 2025Q1: 25,766 shares; 2025Q2: 25,820 shares; 2025Q3: 25,684 shares; 2025Q4: 26,334 shares; 2026Q1: 29,708 shares 29,708 $1.38M 0.05% +3,374 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: 4,866 shares; 2024Q4: 4,625 shares; 2025Q1: 4,517 shares; 2025Q2: 4,456 shares; 2025Q3: 4,473 shares; 2025Q4: 4,640 shares; 2026Q1: 4,536 shares 4,536 $1.37M 0.05% -104 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 55,245 shares; 2025Q1: 57,335 shares; 2025Q2: 57,392 shares; 2025Q3: 51,865 shares; 2025Q4: 53,168 shares; 2026Q1: 53,801 shares 53,801 $1.37M 0.05% +633 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: 17,591 shares; 2024Q4: 17,076 shares; 2025Q1: 19,885 shares; 2025Q2: 14,236 shares; 2025Q3: 17,127 shares; 2025Q4: 15,412 shares; 2026Q1: 14,700 shares 14,700 $1.37M 0.05% -712 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,161 shares; 2025Q1: 4,370 shares; 2025Q2: 8,446 shares; 2025Q3: 8,688 shares; 2025Q4: 8,797 shares; 2026Q1: 8,929 shares 8,929 $1.36M 0.05% +132 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,016 shares; 2025Q1: 4,952 shares; 2025Q2: 4,969 shares; 2025Q3: 5,044 shares; 2025Q4: 8,061 shares; 2026Q1: 10,390 shares 10,390 $1.36M 0.05% +2,329 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,426 shares; 2024Q4: 20,053 shares; 2025Q1: 22,358 shares; 2025Q2: 24,856 shares; 2025Q3: 25,266 shares; 2025Q4: 25,759 shares; 2026Q1: 27,545 shares 27,545 $1.36M 0.05% +1,786 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: 4,846 shares; 2024Q4: 4,847 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,867 shares; 2025Q4: 4,708 shares; 2026Q1: 4,550 shares 4,550 $1.36M 0.05% -158 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: 5,030 shares; 2024Q4: 4,954 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,086 shares; 2025Q4: 6,657 shares; 2026Q1: 8,386 shares 8,386 $1.36M 0.05% +1,729 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,149 shares; 2024Q4: 37,779 shares; 2025Q1: 29,835 shares; 2025Q2: 31,325 shares; 2025Q3: 31,388 shares; 2025Q4: 31,922 shares; 2026Q1: 30,236 shares 30,236 $1.36M 0.05% -1,686 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,558 shares; 2024Q4: 25,562 shares; 2025Q1: 29,350 shares; 2025Q2: 31,429 shares; 2025Q3: 29,846 shares; 2025Q4: 29,519 shares; 2026Q1: 29,571 shares 29,571 $1.35M 0.05% +52 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: 41,638 shares; 2024Q4: 36,180 shares; 2025Q1: 24,151 shares; 2025Q2: 23,377 shares; 2025Q3: 24,080 shares; 2025Q4: 22,704 shares; 2026Q1: 22,556 shares 22,556 $1.32M 0.05% -148 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 3,712 shares; 2025Q2: 4,091 shares; 2025Q3: 4,290 shares; 2025Q4: 4,762 shares; 2026Q1: 4,854 shares 4,854 $1.31M 0.05% +92 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,743 shares; 2024Q4: 62,437 shares; 2025Q1: 71,360 shares; 2025Q2: 78,461 shares; 2025Q3: 82,784 shares; 2025Q4: 88,492 shares; 2026Q1: 96,023 shares 96,023 $1.31M 0.05% +7,531 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: 11,451 shares; 2024Q4: 14,844 shares; 2025Q1: 15,509 shares; 2025Q2: 17,122 shares; 2025Q3: 22,707 shares; 2025Q4: 23,997 shares; 2026Q1: 26,683 shares 26,683 $1.29M 0.05% +2,686 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: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 3,811 shares; 2025Q2: 3,719 shares; 2025Q3: 3,594 shares; 2025Q4: 3,674 shares; 2026Q1: 3,755 shares 3,755 $1.29M 0.05% +81 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,150 shares 43,150 $1.28M 0.05% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,132 shares 32,132 $1.28M 0.05% 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: 32,551 shares; 2024Q4: 29,455 shares; 2025Q1: 28,746 shares; 2025Q2: 27,136 shares; 2025Q3: 26,817 shares; 2025Q4: 26,851 shares; 2026Q1: 27,080 shares 27,080 $1.27M 0.05% +229 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: 6,173 shares; 2024Q4: 11,860 shares; 2025Q1: 12,676 shares; 2025Q2: 12,709 shares; 2025Q3: 12,300 shares; 2025Q4: 18,240 shares; 2026Q1: 20,392 shares 20,392 $1.26M 0.04% +2,152 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,555 shares; 2025Q4: 15,588 shares; 2026Q1: 17,775 shares 17,775 $1.26M 0.04% +2,187 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 4,986 shares; 2025Q1: 5,028 shares; 2025Q2: 5,038 shares; 2025Q3: 5,198 shares; 2025Q4: 5,940 shares; 2026Q1: 5,893 shares 5,893 $1.26M 0.04% -47 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 15,101 shares; 2025Q1: 16,457 shares; 2025Q2: 16,554 shares; 2025Q3: 18,621 shares; 2025Q4: 20,192 shares; 2026Q1: 17,615 shares 17,615 $1.24M 0.04% -2,577 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: 5,041 shares; 2024Q4: 3,508 shares; 2025Q1: 3,292 shares; 2025Q2: 3,314 shares; 2025Q3: 3,269 shares; 2025Q4: 3,325 shares; 2026Q1: 3,775 shares 3,775 $1.23M 0.04% +450 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,728 shares; 2025Q4: 13,382 shares; 2026Q1: 13,169 shares 13,169 $1.22M 0.04% -213 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,664 shares; 2025Q1: 7,965 shares; 2025Q2: 8,550 shares; 2025Q3: 8,787 shares; 2025Q4: 10,082 shares; 2026Q1: 6,145 shares 6,145 $1.22M 0.04% -3,937 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: 23,300 shares; 2024Q4: 23,085 shares; 2025Q1: 22,870 shares; 2025Q2: 22,370 shares; 2025Q3: 22,398 shares; 2025Q4: 22,789 shares; 2026Q1: 22,470 shares 22,470 $1.19M 0.04% -319 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 8,927 shares; 2025Q1: 9,360 shares; 2025Q2: 8,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,647 shares; 2026Q1: 12,622 shares 12,622 $1.18M 0.04% +1,975 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,451 shares; 2025Q3: 40,091 shares; 2025Q4: 42,304 shares; 2026Q1: 47,447 shares 47,447 $1.18M 0.04% +5,143 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: 13,706 shares; 2024Q4: 15,070 shares; 2025Q1: 14,909 shares; 2025Q2: 15,283 shares; 2025Q3: 15,893 shares; 2025Q4: 15,534 shares; 2026Q1: 17,844 shares 17,844 $1.17M 0.04% +2,310 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 5,375 shares; 2025Q3: 11,725 shares; 2025Q4: 11,725 shares; 2026Q1: 11,725 shares 11,725 $1.16M 0.04% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 1,215 shares; 2025Q2: 1,323 shares; 2025Q3: 1,461 shares; 2025Q4: 1,519 shares; 2026Q1: 1,592 shares 1,592 $1.16M 0.04% +73 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 8,410 shares; 2025Q1: 11,282 shares; 2025Q2: 10,384 shares; 2025Q3: 10,100 shares; 2025Q4: 30,273 shares; 2026Q1: 25,371 shares 25,371 $1.15M 0.04% -4,902 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: 12,637 shares; 2024Q4: 14,243 shares; 2025Q1: 10,978 shares; 2025Q2: 11,950 shares; 2025Q3: 12,858 shares; 2025Q4: 12,231 shares; 2026Q1: 12,867 shares 12,867 $1.14M 0.04% +636 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares; 2026Q1: 9,670 shares 9,670 $1.12M 0.04% +3,266 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,694 shares; 2024Q4: 21,963 shares; 2025Q1: 21,962 shares; 2025Q2: 6,262 shares; 2025Q3: 6,120 shares; 2025Q4: 5,781 shares; 2026Q1: 5,783 shares 5,783 $1.12M 0.04% +2 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,193 shares 31,193 $1.12M 0.04% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 20,405 shares; 2025Q1: 20,385 shares; 2025Q2: 21,155 shares; 2025Q3: 20,730 shares; 2025Q4: 21,165 shares; 2026Q1: 18,812 shares 18,812 $1.11M 0.04% -2,353 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 9,914 shares; 2025Q1: 8,947 shares; 2025Q2: 5,663 shares; 2025Q3: 4,366 shares; 2025Q4: 4,684 shares; 2026Q1: 4,544 shares 4,544 $1.11M 0.04% -140 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,713 shares; 2024Q4: 28,419 shares; 2025Q1: 33,792 shares; 2025Q2: 38,483 shares; 2025Q3: 41,413 shares; 2025Q4: 44,799 shares; 2026Q1: 45,066 shares 45,066 $1.11M 0.04% +267 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 15,304 shares; 2025Q1: 14,417 shares; 2025Q2: 14,860 shares; 2025Q3: 15,798 shares; 2025Q4: 14,429 shares; 2026Q1: 14,621 shares 14,621 $1.1M 0.04% +192 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,414 shares 19,414 $1.09M 0.04% new 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: 8,862 shares; 2024Q4: 13,561 shares; 2025Q1: 13,514 shares; 2025Q2: 8,518 shares; 2025Q3: 8,449 shares; 2025Q4: 14,407 shares; 2026Q1: 15,081 shares 15,081 $1.08M 0.04% +674 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 11,756 shares; 2025Q1: 11,756 shares; 2025Q2: 11,752 shares; 2025Q3: 11,464 shares; 2025Q4: 11,497 shares; 2026Q1: 11,434 shares 11,434 $1.08M 0.04% -63 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 49,761 shares; 2025Q1: 57,296 shares; 2025Q2: 63,635 shares; 2025Q3: 67,455 shares; 2025Q4: 72,019 shares; 2026Q1: 74,893 shares 74,893 $1.08M 0.04% +2,874 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 7,355 shares; 2025Q4: 7,878 shares; 2026Q1: 8,193 shares 8,193 $1.07M 0.04% +315 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,455 shares; 2025Q1: 3,443 shares; 2025Q2: 3,450 shares; 2025Q3: 7,537 shares; 2025Q4: 7,468 shares; 2026Q1: 7,497 shares 7,497 $1.07M 0.04% +29 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 12,034 shares; 2025Q1: 12,471 shares; 2025Q2: 12,599 shares; 2025Q3: 14,152 shares; 2025Q4: 14,790 shares; 2026Q1: 15,549 shares 15,549 $1.06M 0.04% +759 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 8,989 shares; 2025Q1: 8,722 shares; 2025Q2: 8,347 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares; 2026Q1: 4,997 shares 4,997 $1.06M 0.04% +222 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 4,392 shares; 2025Q1: 5,325 shares; 2025Q2: 7,747 shares; 2025Q3: 4,437 shares; 2025Q4: 17,189 shares; 2026Q1: 10,019 shares 10,019 $1.05M 0.04% -7,170 Timeline SPAB 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: 63,588 shares; 2024Q4: 69,902 shares; 2025Q1: 74,428 shares; 2025Q2: 73,335 shares; 2025Q3: 71,904 shares; 2025Q4: 62,039 shares; 2026Q1: 40,884 shares 40,884 $1.05M 0.04% -21,155 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: 8,677 shares; 2024Q4: 13,471 shares; 2025Q1: 11,638 shares; 2025Q2: 9,917 shares; 2025Q3: 9,771 shares; 2025Q4: 9,688 shares; 2026Q1: 9,393 shares 9,393 $1.05M 0.04% -295 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,901 shares; 2025Q2: 6,901 shares; 2025Q3: 6,484 shares; 2025Q4: 6,484 shares; 2026Q1: 6,081 shares 6,081 $1.04M 0.04% -403 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: 11,631 shares; 2024Q4: 11,240 shares; 2025Q1: 10,952 shares; 2025Q2: 9,919 shares; 2025Q3: 9,457 shares; 2025Q4: 11,484 shares; 2026Q1: 11,783 shares 11,783 $1.04M 0.04% +299 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 11,897 shares; 2025Q1: 12,740 shares; 2025Q2: 14,182 shares; 2025Q3: 13,204 shares; 2025Q4: 13,274 shares; 2026Q1: 14,759 shares 14,759 $1.04M 0.04% +1,485 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: 2,156 shares; 2025Q3: 5,548 shares; 2025Q4: 14,553 shares; 2026Q1: 16,534 shares 16,534 $1.04M 0.04% +1,981 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 reported; 2024Q4: 4,207 shares; 2025Q1: 5,109 shares; 2025Q2: 6,840 shares; 2025Q3: 17,408 shares; 2025Q4: 25,173 shares; 2026Q1: 26,775 shares 26,775 $1.03M 0.04% +1,602 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: 9,002 shares; 2024Q4: 9,303 shares; 2025Q1: 9,265 shares; 2025Q2: 9,266 shares; 2025Q3: 9,961 shares; 2025Q4: 19,138 shares; 2026Q1: 20,379 shares 20,379 $1.01M 0.04% +1,241 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,313 shares; 2025Q1: 10,995 shares; 2025Q2: 10,716 shares; 2025Q3: 10,635 shares; 2025Q4: 11,358 shares; 2026Q1: 10,879 shares 10,879 $1.01M 0.04% -479 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,742 shares; 2025Q1: 5,122 shares; 2025Q2: 4,999 shares; 2025Q3: 4,812 shares; 2025Q4: 4,806 shares; 2026Q1: 4,895 shares 4,895 $1.01M 0.04% +89 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,837 shares; 2026Q1: 35,998 shares 35,998 $1M 0.04% +17,161 Timeline GDXJ 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: 6,510 shares; 2024Q4: 6,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 5,510 shares; 2025Q4: 5,036 shares; 2026Q1: 8,303 shares 8,303 $997K 0.04% +3,267 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 7,800 shares; 2025Q1: 7,607 shares; 2025Q2: 7,697 shares; 2025Q3: 7,003 shares; 2025Q4: 6,410 shares; 2026Q1: 6,800 shares 6,800 $988K 0.04% +390 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 6,513 shares; 2025Q1: 8,877 shares; 2025Q2: 9,340 shares; 2025Q3: 8,975 shares; 2025Q4: 4,152 shares; 2026Q1: 4,061 shares 4,061 $987K 0.04% -91 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 6,807 shares; 2025Q1: 6,710 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,681 shares; 2026Q1: 6,313 shares 6,313 $982K 0.03% -368 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,816 shares; 2025Q1: 11,684 shares; 2025Q2: 11,193 shares; 2025Q3: 10,222 shares; 2025Q4: 10,521 shares; 2026Q1: 11,291 shares 11,291 $978K 0.03% +770 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,520 shares; 2025Q2: 25,661 shares; 2025Q3: 27,661 shares; 2025Q4: 28,173 shares; 2026Q1: 36,010 shares 36,010 $978K 0.03% +7,837 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,585 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 6,467 shares; 2025Q3: 8,670 shares; 2025Q4: 7,808 shares; 2026Q1: 7,735 shares 7,735 $973K 0.03% -73 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,335 shares; 2025Q2: 8,730 shares; 2025Q3: 8,758 shares; 2025Q4: 8,926 shares; 2026Q1: 39,897 shares 39,897 $968K 0.03% +30,971 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 9,434 shares; 2025Q1: 10,058 shares; 2025Q2: 26,601 shares; 2025Q3: 21,378 shares; 2025Q4: 20,616 shares; 2026Q1: 19,879 shares 19,879 $952K 0.03% -737 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 767 shares; 2025Q3: 941 shares; 2025Q4: 1,303 shares; 2026Q1: 1,304 shares 1,304 $950K 0.03% +1 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,873 shares; 2024Q4: 10,119 shares; 2025Q1: 10,891 shares; 2025Q2: 10,436 shares; 2025Q3: 12,172 shares; 2025Q4: 12,777 shares; 2026Q1: 10,907 shares 10,907 $944K 0.03% -1,870 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: 145 shares; 2024Q4: 143 shares; 2025Q1: 145 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 507 shares; 2026Q1: 545 shares 545 $942K 0.03% +38 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,018 shares; 2025Q3: 3,065 shares; 2025Q4: 8,866 shares; 2026Q1: 12,109 shares 12,109 $938K 0.03% +3,243 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,657 shares; 2026Q1: 30,143 shares 30,143 $935K 0.03% +2,486 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,842 shares; 2024Q4: 85,238 shares; 2025Q1: 80,370 shares; 2025Q2: 74,853 shares; 2025Q3: 70,774 shares; 2025Q4: 71,874 shares; 2026Q1: 80,335 shares 80,335 $927K 0.03% +8,461 Timeline BSMR 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: 32,420 shares; 2024Q4: 35,584 shares; 2025Q1: 33,632 shares; 2025Q2: 33,632 shares; 2025Q3: 38,953 shares; 2025Q4: 38,953 shares; 2026Q1: 38,953 shares 38,953 $921K 0.03% 0 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: 5,206 shares; 2024Q4: 5,208 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares; 2025Q3: 6,339 shares; 2025Q4: 6,349 shares; 2026Q1: 6,340 shares 6,340 $919K 0.03% -9 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 346 shares; 2025Q1: 432 shares; 2025Q2: 407 shares; 2025Q3: 491 shares; 2025Q4: 770 shares; 2026Q1: 833 shares 833 $909K 0.03% +63 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 10,460 shares; 2025Q1: 10,841 shares; 2025Q2: 10,819 shares; 2025Q3: 10,441 shares; 2025Q4: 10,447 shares; 2026Q1: 10,489 shares 10,489 $909K 0.03% +42 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,332 shares 9,332 $905K 0.03% new Timeline BSMQ 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: 34,474 shares; 2024Q4: 34,488 shares; 2025Q1: 32,532 shares; 2025Q2: 32,532 shares; 2025Q3: 37,846 shares; 2025Q4: 37,846 shares; 2026Q1: 37,846 shares 37,846 $894K 0.03% 0 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: 22,985 shares; 2024Q4: 22,143 shares; 2025Q1: 20,315 shares; 2025Q2: 15,164 shares; 2025Q3: 15,734 shares; 2025Q4: 11,267 shares; 2026Q1: 11,503 shares 11,503 $888K 0.03% +236 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,373 shares 29,373 $883K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 1,591 shares; 2025Q1: 1,675 shares; 2025Q2: 1,798 shares; 2025Q3: 2,262 shares; 2025Q4: 2,691 shares; 2026Q1: 3,026 shares 3,026 $859K 0.03% +335 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,238 shares; 2025Q4: 4,780 shares; 2026Q1: 4,988 shares 4,988 $858K 0.03% +208 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: 9,607 shares; 2024Q4: 5,063 shares; 2025Q1: 5,052 shares; 2025Q2: 5,148 shares; 2025Q3: 5,152 shares; 2025Q4: 5,411 shares; 2026Q1: 5,505 shares 5,505 $854K 0.03% +94 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: 25,913 shares; 2024Q4: 43,629 shares; 2025Q1: 14,191 shares; 2025Q2: 16,152 shares; 2025Q3: 16,253 shares; 2025Q4: 15,260 shares; 2026Q1: 10,251 shares 10,251 $846K 0.03% -5,009 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,020 shares; 2025Q1: 2,920 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,319 shares; 2026Q1: 3,301 shares 3,301 $838K 0.03% -18 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,747 shares; 2025Q1: 7,181 shares; 2025Q2: 6,476 shares; 2025Q3: 5,379 shares; 2025Q4: 5,384 shares; 2026Q1: 5,406 shares 5,406 $831K 0.03% +22 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,257 shares; 2024Q4: 28,996 shares; 2025Q1: 29,008 shares; 2025Q2: 29,106 shares; 2025Q3: 28,152 shares; 2025Q4: 26,854 shares; 2026Q1: 26,964 shares 26,964 $830K 0.03% +110 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,404 shares; 2025Q1: 8,361 shares; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,360 shares; 2026Q1: 9,175 shares 9,175 $830K 0.03% +815 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 867 shares; 2026Q1: 1,118 shares 1,118 $825K 0.03% +251 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,597 shares; 2025Q1: 6,065 shares; 2025Q2: 6,052 shares; 2025Q3: 5,782 shares; 2025Q4: 5,872 shares; 2026Q1: 5,751 shares 5,751 $813K 0.03% -121 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 3,184 shares; 2025Q3: 4,093 shares; 2025Q4: 4,153 shares; 2026Q1: 4,093 shares 4,093 $811K 0.03% -60 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,993 shares; 2025Q1: 2,985 shares; 2025Q2: 3,015 shares; 2025Q3: 3,033 shares; 2025Q4: 3,133 shares; 2026Q1: 3,022 shares 3,022 $804K 0.03% -111 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,426 shares; 2024Q4: 317,564 shares; 2025Q1: 319,471 shares; 2025Q2: 281,103 shares; 2025Q3: 20,160 shares; 2025Q4: 19,293 shares; 2026Q1: 18,910 shares 18,910 $804K 0.03% -383 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,897 shares; 2025Q1: 2,136 shares; 2025Q2: 2,170 shares; 2025Q3: 3,363 shares; 2025Q4: 5,356 shares; 2026Q1: 6,041 shares 6,041 $799K 0.03% +685 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,504 shares; 2026Q1: 9,055 shares 9,055 $797K 0.03% +1,551 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 5,317 shares; 2025Q1: 6,307 shares; 2025Q2: 6,681 shares; 2025Q3: 6,111 shares; 2025Q4: 6,008 shares; 2026Q1: 6,030 shares 6,030 $796K 0.03% +22 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,956 shares; 2025Q1: 4,173 shares; 2025Q2: 4,348 shares; 2025Q3: 4,786 shares; 2025Q4: 5,570 shares; 2026Q1: 5,188 shares 5,188 $794K 0.03% -382 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 11,690 shares; 2025Q1: 10,915 shares; 2025Q2: 10,200 shares; 2025Q3: 9,415 shares; 2025Q4: 9,605 shares; 2026Q1: 11,042 shares 11,042 $793K 0.03% +1,437 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 7,792 shares; 2025Q1: 6,961 shares; 2025Q2: 6,064 shares; 2025Q3: 5,411 shares; 2025Q4: 5,401 shares; 2026Q1: 5,556 shares 5,556 $790K 0.03% +155 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,370 shares; 2025Q3: 23,855 shares; 2025Q4: 23,855 shares; 2026Q1: 23,855 shares 23,855 $790K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,438 shares; 2025Q1: 5,580 shares; 2025Q2: 5,443 shares; 2025Q3: 5,437 shares; 2025Q4: 12,980 shares; 2026Q1: 12,828 shares 12,828 $785K 0.03% -152 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,665 shares; 2024Q4: 278,458 shares; 2025Q1: 313,291 shares; 2025Q2: 310,549 shares; 2025Q3: 328,439 shares; 2025Q4: 129,822 shares; 2026Q1: 88,224 shares 88,224 $783K 0.03% -41,598 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,670 shares; 2025Q1: 3,447 shares; 2025Q2: 3,472 shares; 2025Q3: 3,044 shares; 2025Q4: 3,073 shares; 2026Q1: 2,906 shares 2,906 $775K 0.03% -167 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,838 shares; 2025Q1: 3,440 shares; 2025Q2: 3,441 shares; 2025Q3: 2,606 shares; 2025Q4: 4,124 shares; 2026Q1: 2,784 shares 2,784 $766K 0.03% -1,340 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 14,636 shares; 2025Q1: 13,866 shares; 2025Q2: 16,451 shares; 2025Q3: 15,428 shares; 2025Q4: 15,640 shares; 2026Q1: 15,250 shares 15,250 $762K 0.03% -390 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,687 shares; 2026Q1: 15,291 shares 15,291 $760K 0.03% -3,396 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,864 shares; 2025Q1: 7,665 shares; 2025Q2: 7,341 shares; 2025Q3: 7,334 shares; 2025Q4: 7,908 shares; 2026Q1: 7,089 shares 7,089 $758K 0.03% -819 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 7,895 shares; 2025Q1: 7,595 shares; 2025Q2: 7,175 shares; 2025Q3: 6,985 shares; 2025Q4: 6,790 shares; 2026Q1: 6,696 shares 6,696 $757K 0.03% -94 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,758 shares; 2026Q1: 28,356 shares 28,356 $754K 0.03% +6,598 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,828 shares; 2026Q1: 16,147 shares 16,147 $754K 0.03% +319 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,192 shares; 2025Q1: 5,150 shares; 2025Q2: 4,840 shares; 2025Q3: 5,421 shares; 2025Q4: 5,585 shares; 2026Q1: 5,507 shares 5,507 $746K 0.03% -78 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 5,883 shares; 2025Q1: 6,034 shares; 2025Q2: 6,036 shares; 2025Q3: 6,194 shares; 2025Q4: 6,194 shares; 2026Q1: 6,136 shares 6,136 $744K 0.03% -58 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,530 shares; 2025Q1: 218,024 shares; 2025Q2: 231,591 shares; 2025Q3: 232,178 shares; 2025Q4: 208,253 shares; 2026Q1: 10,703 shares 10,703 $742K 0.03% -197,550 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,088 shares; 2025Q4: 45,203 shares; 2026Q1: 14,748 shares 14,748 $738K 0.03% -30,455 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: 12,688 shares; 2024Q4: 12,046 shares; 2025Q1: 11,938 shares; 2025Q2: 6,440 shares; 2025Q3: 5,685 shares; 2025Q4: 7,155 shares; 2026Q1: 6,761 shares 6,761 $732K 0.03% -394 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: 2,758 shares; 2024Q4: 2,809 shares; 2025Q1: 2,771 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,818 shares; 2026Q1: 2,811 shares 2,811 $732K 0.03% -7 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 7,901 shares; 2025Q4: 8,346 shares; 2026Q1: 10,547 shares 10,547 $722K 0.03% +2,201 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: 1,801 shares; 2024Q4: 2,023 shares; 2025Q1: 3,027 shares; 2025Q2: 2,931 shares; 2025Q3: 2,202 shares; 2025Q4: 2,603 shares; 2026Q1: 1,455 shares 1,455 $721K 0.03% -1,148 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,500 shares 8,500 $718K 0.03% +200 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,256 shares; 2025Q1: 5,075 shares; 2025Q2: 4,969 shares; 2025Q3: 5,105 shares; 2025Q4: 4,918 shares; 2026Q1: 4,799 shares 4,799 $708K 0.03% -119 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $706K 0.03% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,552 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares 3,498 $702K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 2,920 shares; 2025Q3: 2,911 shares; 2025Q4: 3,368 shares; 2026Q1: 6,333 shares 6,333 $702K 0.02% +2,965 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,642 shares; 2025Q1: 4,343 shares; 2025Q2: 4,576 shares; 2025Q3: 4,536 shares; 2025Q4: 4,476 shares; 2026Q1: 4,151 shares 4,151 $701K 0.02% -325 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 631 shares; 2025Q2: 563 shares; 2025Q3: 2,199 shares; 2025Q4: 1,760 shares; 2026Q1: 1,677 shares 1,677 $699K 0.02% -83 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 11,953 shares; 2025Q1: 9,782 shares; 2025Q2: 9,396 shares; 2025Q3: 8,842 shares; 2025Q4: 8,417 shares; 2026Q1: 8,167 shares 8,167 $696K 0.02% -250 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: 5,482 shares; 2024Q4: 5,510 shares; 2025Q1: 5,600 shares; 2025Q2: 5,240 shares; 2025Q3: 5,233 shares; 2025Q4: 4,787 shares; 2026Q1: 4,757 shares 4,757 $694K 0.02% -30 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,667 shares; 2025Q1: 9,028 shares; 2025Q2: 12,170 shares; 2025Q3: 17,457 shares; 2025Q4: 20,548 shares; 2026Q1: 25,027 shares 25,027 $692K 0.02% +4,479 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 7,754 shares; 2025Q4: 7,748 shares; 2026Q1: 7,748 shares 7,748 $686K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 7,611 shares; 2025Q1: 11,504 shares; 2025Q2: 12,399 shares; 2025Q3: 11,677 shares; 2025Q4: 13,458 shares; 2026Q1: 17,396 shares 17,396 $678K 0.02% +3,938 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,910 shares; 2024Q4: 24,226 shares; 2025Q1: 20,884 shares; 2025Q2: 14,258 shares; 2025Q3: 9,426 shares; 2025Q4: 13,477 shares; 2026Q1: 22,464 shares 22,464 $677K 0.02% +8,987 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,786 shares; 2025Q1: 2,048 shares; 2025Q2: 2,468 shares; 2025Q3: 2,759 shares; 2025Q4: 3,072 shares; 2026Q1: 3,268 shares 3,268 $676K 0.02% +196 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,908 shares; 2025Q1: 1,877 shares; 2025Q2: 1,894 shares; 2025Q3: 1,897 shares; 2025Q4: 1,980 shares; 2026Q1: 2,055 shares 2,055 $675K 0.02% +75 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 15,457 shares; 2025Q1: 17,355 shares; 2025Q2: 17,419 shares; 2025Q3: 17,124 shares; 2025Q4: 17,734 shares; 2026Q1: 17,747 shares 17,747 $673K 0.02% +13 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 2,103 shares; 2025Q3: 2,636 shares; 2025Q4: 3,037 shares; 2026Q1: 2,897 shares 2,897 $672K 0.02% -140 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: 803 shares; 2024Q4: 751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 737 shares; 2026Q1: 1,871 shares 1,871 $666K 0.02% +1,134 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: 18,669 shares; 2024Q4: 18,425 shares; 2025Q1: 19,570 shares; 2025Q2: 8,847 shares; 2025Q3: 9,570 shares; 2025Q4: 9,473 shares; 2026Q1: 6,919 shares 6,919 $662K 0.02% -2,554 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,260 shares; 2025Q1: 5,801 shares; 2025Q2: 5,742 shares; 2025Q3: 5,747 shares; 2025Q4: 6,100 shares; 2026Q1: 5,589 shares 5,589 $658K 0.02% -511 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,769 shares; 2025Q1: 1,768 shares; 2025Q2: 1,773 shares; 2025Q3: 2,273 shares; 2025Q4: 2,274 shares; 2026Q1: 2,290 shares 2,290 $657K 0.02% +16 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,276 shares; 2025Q1: 3,353 shares; 2025Q2: 3,353 shares; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,352 shares 3,352 $657K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,036 shares; 2025Q1: 8,150 shares; 2025Q2: 7,600 shares; 2025Q3: 8,108 shares; 2025Q4: 8,092 shares; 2026Q1: 8,717 shares 8,717 $657K 0.02% +625 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,023 shares; 2025Q1: 5,925 shares; 2025Q2: 5,888 shares; 2025Q3: 5,759 shares; 2025Q4: 7,199 shares; 2026Q1: 9,037 shares 9,037 $655K 0.02% +1,838 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,175 shares; 2025Q1: 1,132 shares; 2025Q2: 1,143 shares; 2025Q3: 1,210 shares; 2025Q4: 1,250 shares; 2026Q1: 1,331 shares 1,331 $654K 0.02% +81 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 471 shares; 2025Q1: 454 shares; 2025Q2: 472 shares; 2025Q3: 480 shares; 2025Q4: 488 shares; 2026Q1: 518 shares 518 $653K 0.02% +30 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,934 shares 4,934 $648K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,336 shares; 2025Q1: 5,898 shares; 2025Q2: 5,886 shares; 2025Q3: 5,794 shares; 2025Q4: 7,244 shares; 2026Q1: 6,607 shares 6,607 $642K 0.02% -637 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,540 shares; 2025Q4: 16,722 shares; 2026Q1: 24,686 shares 24,686 $642K 0.02% +7,964 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 11,049 shares; 2025Q1: 11,049 shares; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 10,029 shares; 2026Q1: 10,029 shares 10,029 $639K 0.02% 0 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: 15,187 shares; 2024Q4: 11,698 shares; 2025Q1: 11,457 shares; 2025Q2: 11,983 shares; 2025Q3: 12,707 shares; 2025Q4: 12,851 shares; 2026Q1: 14,602 shares 14,602 $638K 0.02% +1,751 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: 2,289 shares; 2024Q4: 1,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 2,563 shares 2,563 $633K 0.02% +1,098 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: 1,266 shares; 2024Q4: 2,217 shares; 2025Q1: 2,038 shares; 2025Q2: 2,595 shares; 2025Q3: 2,594 shares; 2025Q4: 2,523 shares; 2026Q1: 3,054 shares 3,054 $633K 0.02% +531 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 8,226 shares; 2025Q1: 7,677 shares; 2025Q2: 4,745 shares; 2025Q3: 4,555 shares; 2025Q4: 4,463 shares; 2026Q1: 4,362 shares 4,362 $631K 0.02% -101 Timeline BSMS 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: 17,252 shares; 2024Q4: 17,252 shares; 2025Q1: 22,576 shares; 2025Q2: 22,576 shares; 2025Q3: 22,576 shares; 2025Q4: 26,834 shares; 2026Q1: 26,834 shares 26,834 $628K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,190 shares; 2024Q4: 22,424 shares; 2025Q1: 23,829 shares; 2025Q2: 23,800 shares; 2025Q3: 23,920 shares; 2025Q4: 23,935 shares; 2026Q1: 24,029 shares 24,029 $628K 0.02% +94 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,755 shares; 2025Q1: 3,132 shares; 2025Q2: 3,284 shares; 2025Q3: 3,461 shares; 2025Q4: 3,799 shares; 2026Q1: 3,703 shares 3,703 $626K 0.02% -96 Timeline BSMT 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: 16,339 shares; 2024Q4: 16,339 shares; 2025Q1: 21,739 shares; 2025Q2: 26,155 shares; 2025Q3: 26,155 shares; 2025Q4: 26,955 shares; 2026Q1: 26,955 shares 26,955 $621K 0.02% 0 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 28,257 shares; 2025Q4: 35,150 shares; 2026Q1: 30,902 shares 30,902 $620K 0.02% -4,248 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 6,464 shares; 2025Q4: 6,534 shares; 2026Q1: 6,669 shares 6,669 $619K 0.02% +135 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,898 shares; 2025Q2: 1,899 shares; 2025Q3: 4,935 shares; 2025Q4: 4,925 shares; 2026Q1: 4,630 shares 4,630 $613K 0.02% -295 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,334 shares 7,334 $613K 0.02% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 13,211 shares; 2025Q1: 12,439 shares; 2025Q2: 12,508 shares; 2025Q3: 11,587 shares; 2025Q4: 11,791 shares; 2026Q1: 11,610 shares 11,610 $608K 0.02% -181 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 12,297 shares; 2025Q1: 7,535 shares; 2025Q2: 7,173 shares; 2025Q3: 6,189 shares; 2025Q4: 7,723 shares; 2026Q1: 6,895 shares 6,895 $606K 0.02% -828 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 12,716 shares; 2026Q1: 10,896 shares 10,896 $605K 0.02% -1,820 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,795 shares; 2024Q4: 12,947 shares; 2025Q1: 13,992 shares; 2025Q2: 12,990 shares; 2025Q3: 13,940 shares; 2025Q4: 16,699 shares; 2026Q1: 15,973 shares 15,973 $604K 0.02% -726 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,507 shares; 2025Q1: 2,502 shares; 2025Q2: 2,610 shares; 2025Q3: 2,285 shares; 2025Q4: 2,319 shares; 2026Q1: 2,210 shares 2,210 $602K 0.02% -109 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,157 shares 15,157 $601K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 625 shares; 2025Q1: 740 shares; 2025Q2: 959 shares; 2025Q3: 1,118 shares; 2025Q4: 1,214 shares; 2026Q1: 1,377 shares 1,377 $601K 0.02% +163 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,433 shares; 2025Q2: 18,326 shares; 2025Q3: 18,326 shares; 2025Q4: 27,412 shares; 2026Q1: 27,412 shares 27,412 $598K 0.02% 0 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: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,845 shares; 2026Q1: 1,989 shares 1,989 $590K 0.02% +144 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,279 shares; 2025Q1: 4,107 shares; 2025Q2: 4,501 shares; 2025Q3: 4,602 shares; 2025Q4: 4,562 shares; 2026Q1: 5,668 shares 5,668 $586K 0.02% +1,106 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,328 shares; 2025Q1: 8,428 shares; 2025Q2: 7,488 shares; 2025Q3: 6,917 shares; 2025Q4: 6,739 shares; 2026Q1: 6,483 shares 6,483 $586K 0.02% -256 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: 2,074 shares; 2024Q4: 2,204 shares; 2025Q1: 2,172 shares; 2025Q2: 2,141 shares; 2025Q3: 2,121 shares; 2025Q4: 2,031 shares; 2026Q1: 1,975 shares 1,975 $583K 0.02% -56 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,669 shares; 2026Q1: 4,289 shares 4,289 $583K 0.02% +620 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,385 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,201 shares; 2025Q4: 3,089 shares; 2026Q1: 2,882 shares 2,882 $583K 0.02% -207 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,714 shares; 2025Q1: 5,928 shares; 2025Q2: 4,546 shares; 2025Q3: 4,757 shares; 2025Q4: 5,390 shares; 2026Q1: 5,700 shares 5,700 $583K 0.02% +310 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,875 shares; 2025Q4: 4,202 shares; 2026Q1: 7,624 shares 7,624 $582K 0.02% +3,422 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 3,475 shares; 2025Q4: 3,515 shares; 2026Q1: 3,365 shares 3,365 $576K 0.02% -150 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,321 shares; 2025Q2: 7,536 shares; 2025Q3: 7,674 shares; 2025Q4: 7,675 shares; 2026Q1: 8,882 shares 8,882 $575K 0.02% +1,207 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: 3,942 shares; 2024Q4: 3,956 shares; 2025Q1: 3,960 shares; 2025Q2: 3,914 shares; 2025Q3: 3,825 shares; 2025Q4: 3,840 shares; 2026Q1: 3,637 shares 3,637 $572K 0.02% -203 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,840 shares; 2024Q4: 84,840 shares; 2025Q1: 82,335 shares; 2025Q2: 87,115 shares; 2025Q3: 109,365 shares; 2025Q4: 113,565 shares; 2026Q1: 133,065 shares 133,065 $571K 0.02% +19,500 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,820 shares; 2025Q4: 18,518 shares; 2026Q1: 25,143 shares 25,143 $570K 0.02% +6,625 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,348 shares; 2025Q3: 3,278 shares; 2025Q4: 3,448 shares; 2026Q1: 3,362 shares 3,362 $569K 0.02% -86 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 2,129 shares; 2026Q1: 3,118 shares 3,118 $568K 0.02% +989 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 9,876 shares; 2025Q1: 9,959 shares; 2025Q2: 10,268 shares; 2025Q3: 10,550 shares; 2025Q4: 10,609 shares; 2026Q1: 10,914 shares 10,914 $568K 0.02% +305 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: 10,895 shares; 2024Q4: 9,765 shares; 2025Q1: 9,566 shares; 2025Q2: 9,645 shares; 2025Q3: 9,316 shares; 2025Q4: 10,404 shares; 2026Q1: 10,394 shares 10,394 $563K 0.02% -10 Timeline HACK 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: 31,876 shares; 2024Q4: 40,276 shares; 2025Q1: 48,476 shares; 2025Q2: 48,776 shares; 2025Q3: 7,776 shares; 2025Q4: 7,676 shares; 2026Q1: 7,476 shares 7,476 $561K 0.02% -200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,837 shares 2,837 $561K 0.02% new Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,260 shares; 2025Q2: 29,030 shares; 2025Q3: 32,304 shares; 2025Q4: 35,827 shares; 2026Q1: 41,528 shares 41,528 $556K 0.02% +5,701 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,224 shares; 2025Q4: 5,485 shares; 2026Q1: 5,382 shares 5,382 $553K 0.02% -103 Timeline IVOV 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: 4,379 shares; 2024Q4: 4,454 shares; 2025Q1: 4,465 shares; 2025Q2: 4,521 shares; 2025Q3: 5,198 shares; 2025Q4: 5,292 shares; 2026Q1: 5,299 shares 5,299 $540K 0.02% +7 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $538K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,063 shares; 2024Q4: 174,231 shares; 2025Q1: 204,556 shares; 2025Q2: 203,272 shares; 2025Q3: 221,820 shares; 2025Q4: 25,768 shares; 2026Q1: 23,022 shares 23,022 $537K 0.02% -2,746 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares 1,984 $537K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,255 shares; 2025Q1: 6,115 shares; 2025Q2: 6,108 shares; 2025Q3: 6,105 shares; 2025Q4: 6,143 shares; 2026Q1: 5,779 shares 5,779 $536K 0.02% -364 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,362 shares; 2024Q4: 88,612 shares; 2025Q1: 88,862 shares; 2025Q2: 89,431 shares; 2025Q3: 89,431 shares; 2025Q4: 88,787 shares; 2026Q1: 88,407 shares 88,407 $533K 0.02% -380 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,347 shares 8,347 $527K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,671 shares; 2025Q1: 1,666 shares; 2025Q2: 1,669 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares; 2026Q1: 1,674 shares 1,674 $526K 0.02% +2 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,297 shares; 2025Q4: 30,339 shares; 2026Q1: 37,342 shares 37,342 $524K 0.02% +7,003 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares 746 $524K 0.02% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 10,318 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares; 2026Q1: 9,982 shares 9,982 $522K 0.02% -330 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470 shares; 2025Q1: 502 shares; 2025Q2: 594 shares; 2025Q3: 699 shares; 2025Q4: 735 shares; 2026Q1: 540 shares 540 $520K 0.02% -195 Timeline