NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056,819 shares; 2024Q4: 1,061,906 shares; 2025Q1: 924,526 shares; 2025Q2: 918,933 shares; 2025Q3: 1,017,502 shares; 2025Q4: 1,003,842 shares; 2026Q1: 908,447 shares 908,447 $158M 3.18% -95,395 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: 359,027 shares; 2024Q4: 393,523 shares; 2025Q1: 435,713 shares; 2025Q2: 449,035 shares; 2025Q3: 554,166 shares; 2025Q4: 578,430 shares; 2026Q1: 579,468 shares 579,468 $147M 2.95% +1,038 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: 31,557 shares; 2024Q4: 28,686 shares; 2025Q1: 28,863 shares; 2025Q2: 31,427 shares; 2025Q3: 187,411 shares; 2025Q4: 161,462 shares; 2026Q1: 197,734 shares 197,734 $118M 2.37% +36,272 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: 114,543 shares; 2024Q4: 129,499 shares; 2025Q1: 129,669 shares; 2025Q2: 144,305 shares; 2025Q3: 201,264 shares; 2025Q4: 210,566 shares; 2026Q1: 222,066 shares 222,066 $82.2M 1.65% +11,500 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: 81,601 shares; 2024Q4: 100,488 shares; 2025Q1: 99,522 shares; 2025Q2: 97,938 shares; 2025Q3: 167,504 shares; 2025Q4: 175,108 shares; 2026Q1: 196,507 shares 196,507 $60.8M 1.22% +21,399 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: 66,907 shares; 2024Q4: 77,617 shares; 2025Q1: 102,866 shares; 2025Q2: 110,726 shares; 2025Q3: 158,531 shares; 2025Q4: 186,912 shares; 2026Q1: 194,279 shares 194,279 $55.9M 1.12% +7,367 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: 163,617 shares; 2024Q4: 184,436 shares; 2025Q1: 200,542 shares; 2025Q2: 200,632 shares; 2025Q3: 244,107 shares; 2025Q4: 270,931 shares; 2026Q1: 266,122 shares 266,122 $55.4M 1.11% -4,809 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,155 shares; 2024Q4: 124,008 shares; 2025Q1: 119,665 shares; 2025Q2: 228,966 shares; 2025Q3: 571,976 shares; 2025Q4: 827,056 shares; 2026Q1: 877,898 shares 877,898 $51.1M 1.03% +50,842 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: 241,562 shares; 2024Q4: 229,851 shares; 2025Q1: 229,068 shares; 2025Q2: 233,255 shares; 2025Q3: 246,907 shares; 2025Q4: 251,376 shares; 2026Q1: 252,681 shares 252,681 $49.6M 1% +1,305 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: 17,261 shares; 2024Q4: 14,139 shares; 2025Q1: 15,303 shares; 2025Q2: 67,704 shares; 2025Q3: 261,916 shares; 2025Q4: 377,677 shares; 2026Q1: 434,249 shares 434,249 $49.1M 0.99% +56,572 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: 87,849 shares; 2024Q4: 93,292 shares; 2025Q1: 91,471 shares; 2025Q2: 92,204 shares; 2025Q3: 151,177 shares; 2025Q4: 165,055 shares; 2026Q1: 165,728 shares 165,728 $48.8M 0.98% +673 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 3,069 shares; 2025Q1: 3,978 shares; 2025Q2: 25,738 shares; 2025Q3: 110,836 shares; 2025Q4: 216,369 shares; 2026Q1: 217,259 shares 217,259 $45.9M 0.92% +890 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: 18,712 shares; 2024Q4: 18,712 shares; 2025Q1: 18,418 shares; 2025Q2: 51,567 shares; 2025Q3: 56,214 shares; 2025Q4: 63,269 shares; 2026Q1: 70,084 shares 70,084 $45.8M 0.92% +6,815 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,366 shares; 2024Q4: 459,693 shares; 2025Q1: 407,504 shares; 2025Q2: 410,541 shares; 2025Q3: 431,756 shares; 2025Q4: 457,785 shares; 2026Q1: 458,509 shares 458,509 $42.8M 0.86% +724 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: 65,993 shares; 2024Q4: 70,441 shares; 2025Q1: 216,176 shares; 2025Q2: 278,490 shares; 2025Q3: 668,594 shares; 2025Q4: 829,243 shares; 2026Q1: 798,569 shares 798,569 $41.5M 0.83% -30,674 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: 39,436 shares; 2024Q4: 79,651 shares; 2025Q1: 63,964 shares; 2025Q2: 60,616 shares; 2025Q3: 63,818 shares; 2025Q4: 73,755 shares; 2026Q1: 62,458 shares 62,458 $40.6M 0.82% -11,297 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,589 shares; 2024Q4: 17,210 shares; 2025Q1: 15,717 shares; 2025Q2: 155,410 shares; 2025Q3: 541,109 shares; 2025Q4: 832,390 shares; 2026Q1: 871,594 shares 871,594 $40.3M 0.81% +39,204 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: 76,380 shares; 2024Q4: 79,157 shares; 2025Q1: 81,536 shares; 2025Q2: 85,420 shares; 2025Q3: 86,361 shares; 2025Q4: 88,670 shares; 2026Q1: 91,185 shares 91,185 $39.8M 0.8% +2,515 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: 70,162 shares; 2024Q4: 83,392 shares; 2025Q1: 92,893 shares; 2025Q2: 159,676 shares; 2025Q3: 237,730 shares; 2025Q4: 302,645 shares; 2026Q1: 302,092 shares 302,092 $37.5M 0.75% -553 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854,267 shares; 2024Q4: 835,812 shares; 2025Q1: 866,053 shares; 2025Q2: 853,286 shares; 2025Q3: 762,159 shares; 2025Q4: 764,410 shares; 2026Q1: 690,378 shares 690,378 $34.9M 0.7% -74,032 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,622 shares; 2024Q4: 18,212 shares; 2025Q1: 18,759 shares; 2025Q2: 110,969 shares; 2025Q3: 276,508 shares; 2025Q4: 360,104 shares; 2026Q1: 449,782 shares 449,782 $33.4M 0.67% +89,678 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: 68,988 shares; 2024Q4: 76,442 shares; 2025Q1: 80,891 shares; 2025Q2: 81,738 shares; 2025Q3: 126,007 shares; 2025Q4: 131,287 shares; 2026Q1: 133,278 shares 133,278 $32.6M 0.65% +1,991 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: 83,684 shares; 2024Q4: 96,797 shares; 2025Q1: 96,076 shares; 2025Q2: 96,804 shares; 2025Q3: 106,653 shares; 2025Q4: 111,210 shares; 2026Q1: 110,824 shares 110,824 $31.8M 0.64% -386 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: 26,879 shares; 2024Q4: 30,980 shares; 2025Q1: 36,286 shares; 2025Q2: 33,664 shares; 2025Q3: 52,354 shares; 2025Q4: 54,356 shares; 2026Q1: 55,454 shares 55,454 $31.7M 0.64% +1,098 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: 11,650 shares; 2024Q4: 8,323 shares; 2025Q1: 9,227 shares; 2025Q2: 65,983 shares; 2025Q3: 255,061 shares; 2025Q4: 449,109 shares; 2026Q1: 431,527 shares 431,527 $30.1M 0.6% -17,582 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: 125,604 shares; 2024Q4: 122,357 shares; 2025Q1: 123,125 shares; 2025Q2: 123,514 shares; 2025Q3: 149,852 shares; 2025Q4: 291,809 shares; 2026Q1: 392,231 shares 392,231 $30M 0.6% +100,422 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: 89,919 shares; 2024Q4: 107,529 shares; 2025Q1: 115,105 shares; 2025Q2: 119,291 shares; 2025Q3: 145,443 shares; 2025Q4: 156,729 shares; 2026Q1: 158,408 shares 158,408 $26.9M 0.54% +1,679 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: 243,734 shares; 2024Q4: 943,984 shares; 2025Q1: 948,183 shares; 2025Q2: 863,052 shares; 2025Q3: 906,574 shares; 2025Q4: 914,514 shares; 2026Q1: 916,903 shares 916,903 $26.7M 0.54% +2,389 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: 15,655 shares; 2024Q4: 15,709 shares; 2025Q1: 24,288 shares; 2025Q2: 23,755 shares; 2025Q3: 26,322 shares; 2025Q4: 26,126 shares; 2026Q1: 28,700 shares 28,700 $26.4M 0.53% +2,574 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: 362,807 shares; 2024Q4: 382,571 shares; 2025Q1: 360,076 shares; 2025Q2: 456,732 shares; 2025Q3: 481,419 shares; 2025Q4: 520,437 shares; 2026Q1: 461,884 shares 461,884 $26.1M 0.53% -58,553 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: 36,346 shares; 2024Q4: 32,134 shares; 2025Q1: 41,439 shares; 2025Q2: 64,674 shares; 2025Q3: 56,719 shares; 2025Q4: 56,967 shares; 2026Q1: 54,376 shares 54,376 $23.4M 0.47% -2,591 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: 47,021 shares; 2024Q4: 44,588 shares; 2025Q1: 7,842 shares; 2025Q2: 43,828 shares; 2025Q3: 122,067 shares; 2025Q4: 106,624 shares; 2026Q1: 121,448 shares 121,448 $23.3M 0.47% +14,824 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: 27,905 shares; 2024Q4: 26,362 shares; 2025Q1: 25,568 shares; 2025Q2: 26,077 shares; 2025Q3: 37,767 shares; 2025Q4: 41,835 shares; 2026Q1: 39,965 shares 39,965 $23.1M 0.46% -1,870 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,966 shares; 2024Q4: 309,771 shares; 2025Q1: 483,957 shares; 2025Q2: 462,002 shares; 2025Q3: 460,600 shares; 2025Q4: 497,172 shares; 2026Q1: 455,979 shares 455,979 $23M 0.46% -41,193 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: 200,430 shares; 2024Q4: 596,753 shares; 2025Q1: 582,700 shares; 2025Q2: 614,914 shares; 2025Q3: 629,797 shares; 2025Q4: 682,965 shares; 2026Q1: 732,650 shares 732,650 $22.5M 0.45% +49,685 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: 15,331 shares; 2024Q4: 23,793 shares; 2025Q1: 23,160 shares; 2025Q2: 28,693 shares; 2025Q3: 37,608 shares; 2025Q4: 63,537 shares; 2026Q1: 65,442 shares 65,442 $22.4M 0.45% +1,905 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: 52,091 shares; 2024Q4: 62,398 shares; 2025Q1: 47,850 shares; 2025Q2: 48,456 shares; 2025Q3: 59,374 shares; 2025Q4: 73,908 shares; 2026Q1: 73,451 shares 73,451 $22.2M 0.45% -457 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: 32,228 shares; 2024Q4: 42,870 shares; 2025Q1: 41,196 shares; 2025Q2: 47,742 shares; 2025Q3: 51,200 shares; 2025Q4: 60,581 shares; 2026Q1: 64,122 shares 64,122 $21.7M 0.44% +3,541 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 13,924 shares; 2025Q1: 13,801 shares; 2025Q2: 14,312 shares; 2025Q3: 14,625 shares; 2025Q4: 44,388 shares; 2026Q1: 44,545 shares 44,545 $21.1M 0.42% +157 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: 53,027 shares; 2024Q4: 51,355 shares; 2025Q1: 50,932 shares; 2025Q2: 54,657 shares; 2025Q3: 59,782 shares; 2025Q4: 63,457 shares; 2026Q1: 65,334 shares 65,334 $21M 0.42% +1,877 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,480 shares; 2025Q3: 316,982 shares; 2025Q4: 522,878 shares; 2026Q1: 618,804 shares 618,804 $20.4M 0.41% +95,926 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: 102,277 shares; 2024Q4: 137,527 shares; 2025Q1: 244,799 shares; 2025Q2: 184,315 shares; 2025Q3: 188,597 shares; 2025Q4: 195,872 shares; 2026Q1: 199,089 shares 199,089 $20M 0.4% +3,217 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: 25,110 shares; 2024Q4: 27,172 shares; 2025Q1: 27,314 shares; 2025Q2: 31,406 shares; 2025Q3: 36,832 shares; 2025Q4: 42,270 shares; 2026Q1: 41,704 shares 41,704 $20M 0.4% -566 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: 136,383 shares; 2024Q4: 139,579 shares; 2025Q1: 163,612 shares; 2025Q2: 182,857 shares; 2025Q3: 286,338 shares; 2025Q4: 347,935 shares; 2026Q1: 216,474 shares 216,474 $19.1M 0.38% -131,461 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: 26,710 shares; 2024Q4: 24,917 shares; 2025Q1: 27,554 shares; 2025Q2: 26,790 shares; 2025Q3: 77,093 shares; 2025Q4: 84,439 shares; 2026Q1: 86,988 shares 86,988 $18.9M 0.38% +2,549 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: 73,367 shares; 2024Q4: 77,899 shares; 2025Q1: 144,523 shares; 2025Q2: 155,811 shares; 2025Q3: 179,214 shares; 2025Q4: 231,197 shares; 2026Q1: 242,494 shares 242,494 $18.7M 0.38% +11,297 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: 12,906 shares; 2024Q4: 13,348 shares; 2025Q1: 11,183 shares; 2025Q2: 11,553 shares; 2025Q3: 42,953 shares; 2025Q4: 47,343 shares; 2026Q1: 51,834 shares 51,834 $18.5M 0.37% +4,491 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: 30,253 shares; 2024Q4: 53,629 shares; 2025Q1: 32,250 shares; 2025Q2: 34,835 shares; 2025Q3: 43,042 shares; 2025Q4: 48,213 shares; 2026Q1: 49,162 shares 49,162 $18.3M 0.37% +949 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,077 shares; 2025Q3: 31,966 shares; 2025Q4: 67,004 shares; 2026Q1: 76,064 shares 76,064 $18.3M 0.37% +9,060 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: 3,312 shares; 2024Q4: 3,768 shares; 2025Q1: 3,754 shares; 2025Q2: 6,471 shares; 2025Q3: 14,131 shares; 2025Q4: 15,170 shares; 2026Q1: 20,471 shares 20,471 $17.9M 0.36% +5,301 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: 22,747 shares; 2024Q4: 25,894 shares; 2025Q1: 28,101 shares; 2025Q2: 26,552 shares; 2025Q3: 50,736 shares; 2025Q4: 53,512 shares; 2026Q1: 53,135 shares 53,135 $17.5M 0.35% -377 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,574 shares; 2025Q3: 250,002 shares; 2025Q4: 399,080 shares; 2026Q1: 482,027 shares 482,027 $17.5M 0.35% +82,947 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,963 shares; 2024Q4: 145,092 shares; 2025Q1: 146,858 shares; 2025Q2: 132,111 shares; 2025Q3: 135,395 shares; 2025Q4: 138,616 shares; 2026Q1: 139,658 shares 139,658 $17.4M 0.35% +1,042 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 9,824 shares; 2025Q1: 38,837 shares; 2025Q2: 40,191 shares; 2025Q3: 124,526 shares; 2025Q4: 163,977 shares; 2026Q1: 170,532 shares 170,532 $17.2M 0.35% +6,555 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: 15,429 shares; 2024Q4: 19,972 shares; 2025Q1: 23,139 shares; 2025Q2: 23,605 shares; 2025Q3: 23,948 shares; 2025Q4: 23,658 shares; 2026Q1: 24,216 shares 24,216 $16.9M 0.34% +558 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: 14,798 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 15,027 shares; 2025Q3: 17,647 shares; 2025Q4: 59,625 shares; 2026Q1: 731,709 shares 731,709 $16.8M 0.34% +672,084 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: 245,639 shares; 2024Q4: 339,743 shares; 2025Q1: 309,083 shares; 2025Q2: 324,090 shares; 2025Q3: 261,031 shares; 2025Q4: 294,095 shares; 2026Q1: 294,892 shares 294,892 $16.7M 0.34% +797 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,757 shares; 2024Q4: 150,110 shares; 2025Q1: 130,903 shares; 2025Q2: 114,636 shares; 2025Q3: 202,618 shares; 2025Q4: 229,234 shares; 2026Q1: 322,783 shares 322,783 $16.3M 0.33% +93,549 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: 130,009 shares; 2024Q4: 143,578 shares; 2025Q1: 179,562 shares; 2025Q2: 199,355 shares; 2025Q3: 210,102 shares; 2025Q4: 239,997 shares; 2026Q1: 247,883 shares 247,883 $15.9M 0.32% +7,886 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: 275,468 shares; 2024Q4: 271,856 shares; 2025Q1: 276,958 shares; 2025Q2: 303,496 shares; 2025Q3: 261,015 shares; 2025Q4: 246,081 shares; 2026Q1: 250,716 shares 250,716 $15.7M 0.32% +4,635 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: 175,736 shares; 2024Q4: 185,190 shares; 2025Q1: 181,053 shares; 2025Q2: 183,406 shares; 2025Q3: 189,273 shares; 2025Q4: 201,710 shares; 2026Q1: 212,986 shares 212,986 $15.7M 0.32% +11,276 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,492 shares; 2025Q1: 3,284 shares; 2025Q2: 4,136 shares; 2025Q3: 38,701 shares; 2025Q4: 45,547 shares; 2026Q1: 49,069 shares 49,069 $15.6M 0.31% +3,522 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: 8,753 shares; 2024Q4: 7,493 shares; 2025Q1: 7,808 shares; 2025Q2: 9,235 shares; 2025Q3: 59,075 shares; 2025Q4: 62,584 shares; 2026Q1: 63,459 shares 63,459 $15.5M 0.31% +875 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: 14,001 shares; 2024Q4: 17,072 shares; 2025Q1: 13,968 shares; 2025Q2: 24,131 shares; 2025Q3: 23,311 shares; 2025Q4: 18,230 shares; 2026Q1: 15,348 shares 15,348 $15.3M 0.31% -2,882 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,093 shares; 2024Q4: 243,093 shares; 2025Q1: 246,170 shares; 2025Q2: 259,981 shares; 2025Q3: 264,098 shares; 2025Q4: 270,552 shares; 2026Q1: 272,266 shares 272,266 $15.2M 0.3% +1,714 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: 11,575 shares; 2024Q4: 34,364 shares; 2025Q1: 37,914 shares; 2025Q2: 99,562 shares; 2025Q3: 119,423 shares; 2025Q4: 121,219 shares; 2026Q1: 114,877 shares 114,877 $14.5M 0.29% -6,342 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: 195,762 shares; 2024Q4: 202,222 shares; 2025Q1: 211,586 shares; 2025Q2: 247,739 shares; 2025Q3: 264,638 shares; 2025Q4: 291,127 shares; 2026Q1: 319,165 shares 319,165 $14.3M 0.29% +28,038 Timeline CSMD 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: 73,970 shares; 2024Q4: 292,339 shares; 2025Q1: 301,675 shares; 2025Q2: 359,791 shares; 2025Q3: 409,383 shares; 2025Q4: 460,897 shares; 2026Q1: 465,709 shares 465,709 $14.3M 0.29% +4,812 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 5,820 shares; 2025Q1: 5,118 shares; 2025Q2: 2,851 shares; 2025Q3: 28,928 shares; 2025Q4: 34,028 shares; 2026Q1: 32,830 shares 32,830 $14.2M 0.29% -1,198 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: 16,783 shares; 2024Q4: 15,367 shares; 2025Q1: 13,235 shares; 2025Q2: 39,613 shares; 2025Q3: 29,104 shares; 2025Q4: 28,786 shares; 2026Q1: 127,871 shares 127,871 $14.2M 0.29% +99,085 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: 64,557 shares; 2024Q4: 94,169 shares; 2025Q1: 65,087 shares; 2025Q2: 65,738 shares; 2025Q3: 69,896 shares; 2025Q4: 65,640 shares; 2026Q1: 65,802 shares 65,802 $14.2M 0.28% +162 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: 216,769 shares; 2024Q4: 361,642 shares; 2025Q1: 525,481 shares; 2025Q2: 578,885 shares; 2025Q3: 639,674 shares; 2025Q4: 615,651 shares; 2026Q1: 603,913 shares 603,913 $14.1M 0.28% -11,738 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: 12,523 shares; 2024Q4: 12,377 shares; 2025Q1: 13,922 shares; 2025Q2: 13,095 shares; 2025Q3: 14,403 shares; 2025Q4: 143,515 shares; 2026Q1: 146,309 shares 146,309 $14.1M 0.28% +2,794 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,593 shares; 2025Q1: 28,175 shares; 2025Q2: 18,519 shares; 2025Q3: 163,100 shares; 2025Q4: 262,766 shares; 2026Q1: 299,204 shares 299,204 $14M 0.28% +36,438 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: 80,768 shares; 2024Q4: 89,555 shares; 2025Q1: 93,209 shares; 2025Q2: 91,086 shares; 2025Q3: 99,565 shares; 2025Q4: 96,484 shares; 2026Q1: 97,102 shares 97,102 $14M 0.28% +618 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: 10,013 shares; 2024Q4: 14,010 shares; 2025Q1: 15,109 shares; 2025Q2: 15,839 shares; 2025Q3: 16,600 shares; 2025Q4: 16,994 shares; 2026Q1: 19,082 shares 19,082 $13.5M 0.27% +2,088 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: 118,674 shares; 2024Q4: 123,954 shares; 2025Q1: 122,988 shares; 2025Q2: 119,362 shares; 2025Q3: 135,236 shares; 2025Q4: 140,270 shares; 2026Q1: 172,211 shares 172,211 $13.4M 0.27% +31,941 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: 60,780 shares; 2024Q4: 61,671 shares; 2025Q1: 60,127 shares; 2025Q2: 59,977 shares; 2025Q3: 122,423 shares; 2025Q4: 137,251 shares; 2026Q1: 140,810 shares 140,810 $13.1M 0.26% +3,559 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: 20,835 shares; 2024Q4: 21,036 shares; 2025Q1: 22,190 shares; 2025Q2: 23,465 shares; 2025Q3: 100,656 shares; 2025Q4: 114,421 shares; 2026Q1: 118,200 shares 118,200 $13.1M 0.26% +3,779 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: 44,399 shares; 2024Q4: 40,619 shares; 2025Q1: 37,324 shares; 2025Q2: 56,796 shares; 2025Q3: 60,377 shares; 2025Q4: 57,497 shares; 2026Q1: 88,997 shares 88,997 $13M 0.26% +31,500 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: 14,825 shares; 2024Q4: 17,765 shares; 2025Q1: 18,382 shares; 2025Q2: 18,825 shares; 2025Q3: 21,465 shares; 2025Q4: 26,349 shares; 2026Q1: 25,901 shares 25,901 $12.9M 0.26% -448 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: 26,577 shares; 2024Q4: 18,701 shares; 2025Q1: 14,171 shares; 2025Q2: 18,340 shares; 2025Q3: 31,036 shares; 2025Q4: 36,127 shares; 2026Q1: 63,229 shares 63,229 $12.9M 0.26% +27,102 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,094 shares; 2024Q4: 173,429 shares; 2025Q1: 194,629 shares; 2025Q2: 205,574 shares; 2025Q3: 215,498 shares; 2025Q4: 288,312 shares; 2026Q1: 302,510 shares 302,510 $12.8M 0.26% +14,198 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: 29,270 shares; 2024Q4: 39,724 shares; 2025Q1: 45,106 shares; 2025Q2: 51,987 shares; 2025Q3: 71,183 shares; 2025Q4: 84,698 shares; 2026Q1: 79,714 shares 79,714 $12.7M 0.26% -4,984 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,985 shares; 2024Q4: 26,491 shares; 2025Q1: 26,063 shares; 2025Q2: 24,297 shares; 2025Q3: 50,039 shares; 2025Q4: 51,164 shares; 2026Q1: 50,879 shares 50,879 $12.7M 0.25% -285 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: 34,845 shares; 2024Q4: 39,632 shares; 2025Q1: 45,477 shares; 2025Q2: 43,014 shares; 2025Q3: 48,655 shares; 2025Q4: 48,312 shares; 2026Q1: 44,379 shares 44,379 $12.6M 0.25% -3,933 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: 10,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,760 shares; 2025Q4: 118,735 shares; 2026Q1: 174,906 shares 174,906 $12.4M 0.25% +56,171 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 8,721 shares; 2025Q1: 6,542 shares; 2025Q2: 7,584 shares; 2025Q3: 32,685 shares; 2025Q4: 36,376 shares; 2026Q1: 37,761 shares 37,761 $12.3M 0.25% +1,385 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 20,857 shares; 2025Q1: 22,847 shares; 2025Q2: 23,681 shares; 2025Q3: 129,297 shares; 2025Q4: 210,492 shares; 2026Q1: 254,566 shares 254,566 $12.2M 0.25% +44,074 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: 60,118 shares; 2024Q4: 64,801 shares; 2025Q1: 66,837 shares; 2025Q2: 71,217 shares; 2025Q3: 217,584 shares; 2025Q4: 235,140 shares; 2026Q1: 242,946 shares 242,946 $12.2M 0.25% +7,806 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: 6,434 shares; 2024Q4: 8,691 shares; 2025Q1: 8,307 shares; 2025Q2: 7,712 shares; 2025Q3: 395,666 shares; 2025Q4: 171,436 shares; 2026Q1: 117,606 shares 117,606 $11.7M 0.23% -53,830 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: 94,752 shares; 2024Q4: 98,973 shares; 2025Q1: 236,378 shares; 2025Q2: 287,229 shares; 2025Q3: 213,234 shares; 2025Q4: 158,822 shares; 2026Q1: 126,719 shares 126,719 $11.6M 0.23% -32,103 Timeline IDOG 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: 9,171 shares; 2024Q4: 8,274 shares; 2025Q1: 7,685 shares; 2025Q2: 8,049 shares; 2025Q3: 8,181 shares; 2025Q4: 8,651 shares; 2026Q1: 278,513 shares 278,513 $11.6M 0.23% +269,862 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: 78,819 shares; 2024Q4: 95,766 shares; 2025Q1: 85,311 shares; 2025Q2: 84,485 shares; 2025Q3: 85,033 shares; 2025Q4: 174,468 shares; 2026Q1: 188,242 shares 188,242 $11.5M 0.23% +13,774 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: 159,336 shares; 2024Q4: 182,390 shares; 2025Q1: 210,032 shares; 2025Q2: 210,120 shares; 2025Q3: 221,962 shares; 2025Q4: 237,573 shares; 2026Q1: 238,308 shares 238,308 $11.5M 0.23% +735 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: 157,637 shares; 2024Q4: 172,115 shares; 2025Q1: 186,129 shares; 2025Q2: 190,318 shares; 2025Q3: 198,335 shares; 2025Q4: 239,766 shares; 2026Q1: 212,048 shares 212,048 $11.5M 0.23% -27,718 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: 24,790 shares; 2024Q4: 26,975 shares; 2025Q1: 26,729 shares; 2025Q2: 28,222 shares; 2025Q3: 43,173 shares; 2025Q4: 36,069 shares; 2026Q1: 39,116 shares 39,116 $11.2M 0.23% +3,047 Timeline VOOV 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: 85,122 shares; 2024Q4: 95,678 shares; 2025Q1: 94,357 shares; 2025Q2: 46,612 shares; 2025Q3: 53,299 shares; 2025Q4: 54,758 shares; 2026Q1: 54,950 shares 54,950 $11.2M 0.22% +192 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 6,881 shares; 2025Q1: 5,464 shares; 2025Q2: 6,553 shares; 2025Q3: 32,812 shares; 2025Q4: 37,817 shares; 2026Q1: 37,709 shares 37,709 $11.1M 0.22% -108 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,376 shares; 2025Q1: 30,152 shares; 2025Q2: 45,954 shares; 2025Q3: 53,680 shares; 2025Q4: 72,275 shares; 2026Q1: 177,366 shares 177,366 $11.1M 0.22% +105,091 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: 19,398 shares; 2024Q4: 14,432 shares; 2025Q1: 15,252 shares; 2025Q2: 22,524 shares; 2025Q3: 149,218 shares; 2025Q4: 158,006 shares; 2026Q1: 122,429 shares 122,429 $11.1M 0.22% -35,577 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: 169,307 shares; 2024Q4: 374,679 shares; 2025Q1: 407,968 shares; 2025Q2: 417,996 shares; 2025Q3: 439,729 shares; 2025Q4: 459,327 shares; 2026Q1: 447,374 shares 447,374 $11.1M 0.22% -11,953 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: 35,320 shares; 2024Q4: 27,104 shares; 2025Q1: 27,308 shares; 2025Q2: 28,959 shares; 2025Q3: 27,650 shares; 2025Q4: 27,889 shares; 2026Q1: 238,604 shares 238,604 $10.9M 0.22% +210,715 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: 114,869 shares; 2024Q4: 126,858 shares; 2025Q1: 119,808 shares; 2025Q2: 117,089 shares; 2025Q3: 117,548 shares; 2025Q4: 112,848 shares; 2026Q1: 114,757 shares 114,757 $10.8M 0.22% +1,909 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 162,466 shares; 2025Q1: 164,475 shares; 2025Q2: 170,614 shares; 2025Q3: 169,395 shares; 2025Q4: 215,037 shares; 2026Q1: 216,770 shares 216,770 $10.8M 0.22% +1,733 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: 27,064 shares; 2024Q4: 44,137 shares; 2025Q1: 48,875 shares; 2025Q2: 51,992 shares; 2025Q3: 64,074 shares; 2025Q4: 98,827 shares; 2026Q1: 102,602 shares 102,602 $10.6M 0.21% +3,775 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 6,422 shares; 2025Q1: 6,653 shares; 2025Q2: 3,197 shares; 2025Q3: 13,467 shares; 2025Q4: 14,821 shares; 2026Q1: 19,287 shares 19,287 $10.4M 0.21% +4,466 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: 137,576 shares; 2024Q4: 146,603 shares; 2025Q1: 159,261 shares; 2025Q2: 193,100 shares; 2025Q3: 205,050 shares; 2025Q4: 223,287 shares; 2026Q1: 219,028 shares 219,028 $10.2M 0.21% -4,259 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: 61,333 shares; 2024Q4: 61,939 shares; 2025Q1: 137,632 shares; 2025Q2: 87,122 shares; 2025Q3: 114,261 shares; 2025Q4: 103,906 shares; 2026Q1: 108,895 shares 108,895 $10.1M 0.2% +4,989 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,925 shares; 2025Q1: 33,399 shares; 2025Q2: 45,458 shares; 2025Q3: 51,965 shares; 2025Q4: 91,581 shares; 2026Q1: 217,567 shares 217,567 $10.1M 0.2% +125,986 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: 90,960 shares; 2024Q4: 97,423 shares; 2025Q1: 96,803 shares; 2025Q2: 85,918 shares; 2025Q3: 102,443 shares; 2025Q4: 83,915 shares; 2026Q1: 80,422 shares 80,422 $10M 0.2% -3,493 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: 59,314 shares; 2024Q4: 44,456 shares; 2025Q1: 46,009 shares; 2025Q2: 46,888 shares; 2025Q3: 147,533 shares; 2025Q4: 162,150 shares; 2026Q1: 162,766 shares 162,766 $9.96M 0.2% +616 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: 345,026 shares; 2024Q4: 281,245 shares; 2025Q1: 255,803 shares; 2025Q2: 217,055 shares; 2025Q3: 226,897 shares; 2025Q4: 214,411 shares; 2026Q1: 200,269 shares 200,269 $9.89M 0.2% -14,142 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,754 shares; 2025Q4: 377,895 shares; 2026Q1: 459,422 shares 459,422 $9.87M 0.2% +81,527 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: 175,280 shares; 2024Q4: 186,479 shares; 2025Q1: 183,303 shares; 2025Q2: 182,988 shares; 2025Q3: 173,259 shares; 2025Q4: 185,090 shares; 2026Q1: 197,600 shares 197,600 $9.87M 0.2% +12,510 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,627 shares; 2024Q4: 18,046 shares; 2025Q1: 16,183 shares; 2025Q2: 15,894 shares; 2025Q3: 28,080 shares; 2025Q4: 35,033 shares; 2026Q1: 33,396 shares 33,396 $9.7M 0.19% -1,637 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,536 shares; 2024Q4: 141,521 shares; 2025Q1: 140,935 shares; 2025Q2: 141,478 shares; 2025Q3: 141,606 shares; 2025Q4: 141,608 shares; 2026Q1: 141,571 shares 141,571 $9.67M 0.19% -37 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: 258,610 shares; 2024Q4: 160,133 shares; 2025Q1: 167,898 shares; 2025Q2: 172,809 shares; 2025Q3: 172,424 shares; 2025Q4: 176,137 shares; 2026Q1: 173,631 shares 173,631 $9.64M 0.19% -2,506 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: 7,276 shares; 2024Q4: 7,618 shares; 2025Q1: 9,619 shares; 2025Q2: 11,146 shares; 2025Q3: 11,340 shares; 2025Q4: 12,034 shares; 2026Q1: 11,382 shares 11,382 $9.63M 0.19% -652 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: 9,985 shares; 2024Q4: 10,262 shares; 2025Q1: 10,940 shares; 2025Q2: 10,611 shares; 2025Q3: 119,618 shares; 2025Q4: 217,705 shares; 2026Q1: 175,847 shares 175,847 $9.61M 0.19% -41,858 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: 56,956 shares; 2024Q4: 58,071 shares; 2025Q1: 102,381 shares; 2025Q2: 103,952 shares; 2025Q3: 76,793 shares; 2025Q4: 74,564 shares; 2026Q1: 122,459 shares 122,459 $9.6M 0.19% +47,895 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 15,803 shares; 2025Q1: 12,294 shares; 2025Q2: 9,299 shares; 2025Q3: 62,624 shares; 2025Q4: 69,127 shares; 2026Q1: 72,626 shares 72,626 $9.51M 0.19% +3,499 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: 106,196 shares; 2024Q4: 84,525 shares; 2025Q1: 88,711 shares; 2025Q2: 99,259 shares; 2025Q3: 112,495 shares; 2025Q4: 130,095 shares; 2026Q1: 134,761 shares 134,761 $9.46M 0.19% +4,666 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: 73,326 shares; 2024Q4: 75,326 shares; 2025Q1: 72,247 shares; 2025Q2: 77,403 shares; 2025Q3: 81,417 shares; 2025Q4: 66,597 shares; 2026Q1: 63,441 shares 63,441 $9.33M 0.19% -3,156 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,751 shares; 2025Q3: 30,251 shares; 2025Q4: 339,272 shares; 2026Q1: 444,770 shares 444,770 $9.32M 0.19% +105,498 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: 89,177 shares; 2024Q4: 66,023 shares; 2025Q1: 60,435 shares; 2025Q2: 63,735 shares; 2025Q3: 77,328 shares; 2025Q4: 77,470 shares; 2026Q1: 76,852 shares 76,852 $9.24M 0.19% -618 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: 151,117 shares; 2024Q4: 334,916 shares; 2025Q1: 366,755 shares; 2025Q2: 366,612 shares; 2025Q3: 266,072 shares; 2025Q4: 293,798 shares; 2026Q1: 376,100 shares 376,100 $9.13M 0.18% +82,302 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: 28,811 shares; 2024Q4: 27,590 shares; 2025Q1: 31,658 shares; 2025Q2: 34,215 shares; 2025Q3: 45,739 shares; 2025Q4: 96,300 shares; 2026Q1: 114,544 shares 114,544 $9.12M 0.18% +18,244 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,537 shares; 2024Q4: 36,333 shares; 2025Q1: 48,125 shares; 2025Q2: 46,263 shares; 2025Q3: 46,934 shares; 2025Q4: 182,821 shares; 2026Q1: 206,779 shares 206,779 $9.01M 0.18% +23,958 Timeline FLQL 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: 9,662 shares; 2025Q4: 104,048 shares; 2026Q1: 132,851 shares 132,851 $8.99M 0.18% +28,803 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: 127,187 shares; 2024Q4: 135,794 shares; 2025Q1: 121,695 shares; 2025Q2: 114,299 shares; 2025Q3: 243,389 shares; 2025Q4: 162,170 shares; 2026Q1: 132,408 shares 132,408 $8.94M 0.18% -29,762 Timeline XBB 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: 125,480 shares; 2025Q1: 184,808 shares; 2025Q2: 199,365 shares; 2025Q3: 206,998 shares; 2025Q4: 214,153 shares; 2026Q1: 218,625 shares 218,625 $8.9M 0.18% +4,472 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: 133,292 shares; 2025Q1: 168,191 shares; 2025Q2: 183,551 shares; 2025Q3: 185,166 shares; 2025Q4: 171,279 shares; 2026Q1: 176,383 shares 176,383 $8.73M 0.18% +5,104 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: 12,641 shares; 2024Q4: 25,046 shares; 2025Q1: 27,277 shares; 2025Q2: 31,986 shares; 2025Q3: 32,033 shares; 2025Q4: 33,439 shares; 2026Q1: 28,750 shares 28,750 $8.7M 0.17% -4,689 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,639 shares; 2024Q4: 120,233 shares; 2025Q1: 109,051 shares; 2025Q2: 111,890 shares; 2025Q3: 227,662 shares; 2025Q4: 260,328 shares; 2026Q1: 301,730 shares 301,730 $8.66M 0.17% +41,402 Timeline XSOE 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: 25,167 shares; 2024Q4: 12,488 shares; 2025Q1: 197,347 shares; 2025Q2: 200,056 shares; 2025Q3: 208,099 shares; 2025Q4: 214,504 shares; 2026Q1: 214,323 shares 214,323 $8.59M 0.17% -181 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,505 shares; 2024Q4: 35,133 shares; 2025Q1: 55,203 shares; 2025Q2: 60,168 shares; 2025Q3: 67,920 shares; 2025Q4: 80,628 shares; 2026Q1: 85,353 shares 85,353 $8.57M 0.17% +4,725 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: 28,435 shares; 2024Q4: 33,758 shares; 2025Q1: 37,248 shares; 2025Q2: 39,603 shares; 2025Q3: 49,544 shares; 2025Q4: 54,916 shares; 2026Q1: 55,021 shares 55,021 $8.54M 0.17% +105 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,150 shares; 2024Q4: 108,806 shares; 2025Q1: 112,865 shares; 2025Q2: 95,356 shares; 2025Q3: 98,526 shares; 2025Q4: 106,179 shares; 2026Q1: 107,018 shares 107,018 $8.43M 0.17% +839 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,183 shares; 2025Q1: 7,121 shares; 2025Q2: 66,422 shares; 2025Q3: 71,708 shares; 2025Q4: 72,995 shares; 2026Q1: 60,553 shares 60,553 $8.38M 0.17% -12,442 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 14,941 shares; 2025Q3: 21,387 shares; 2025Q4: 82,394 shares; 2026Q1: 181,869 shares 181,869 $8.38M 0.17% +99,475 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,128 shares; 2025Q4: 139,954 shares; 2026Q1: 168,328 shares 168,328 $8.31M 0.17% +28,374 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,297 shares; 2026Q1: 163,736 shares 163,736 $8.28M 0.17% +42,439 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: 10,269 shares; 2024Q4: 13,844 shares; 2025Q1: 12,054 shares; 2025Q2: 12,408 shares; 2025Q3: 30,268 shares; 2025Q4: 34,549 shares; 2026Q1: 34,080 shares 34,080 $8.27M 0.17% -469 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,514 shares; 2024Q4: 322,747 shares; 2025Q1: 323,104 shares; 2025Q2: 357,342 shares; 2025Q3: 363,806 shares; 2025Q4: 404,477 shares; 2026Q1: 421,652 shares 421,652 $8.23M 0.17% +17,175 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,567 shares; 2025Q4: 136,158 shares; 2026Q1: 150,050 shares 150,050 $8.07M 0.16% +13,892 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: 22,223 shares; 2024Q4: 22,184 shares; 2025Q1: 22,647 shares; 2025Q2: 22,360 shares; 2025Q3: 39,986 shares; 2025Q4: 40,512 shares; 2026Q1: 40,533 shares 40,533 $8.04M 0.16% +21 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: 48,902 shares; 2024Q4: 54,602 shares; 2025Q1: 64,031 shares; 2025Q2: 69,050 shares; 2025Q3: 91,495 shares; 2025Q4: 98,291 shares; 2026Q1: 104,801 shares 104,801 $7.97M 0.16% +6,510 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,601 shares; 2025Q2: 53,535 shares; 2025Q3: 45,510 shares; 2025Q4: 39,080 shares; 2026Q1: 496,519 shares 496,519 $7.9M 0.16% +457,439 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: 35,590 shares; 2024Q4: 39,904 shares; 2025Q1: 42,531 shares; 2025Q2: 44,638 shares; 2025Q3: 43,498 shares; 2025Q4: 104,283 shares; 2026Q1: 115,128 shares 115,128 $7.86M 0.16% +10,845 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,351 shares; 2026Q1: 188,918 shares 188,918 $7.84M 0.16% +17,567 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: 43,413 shares; 2024Q4: 40,557 shares; 2025Q1: 51,304 shares; 2025Q2: 101,507 shares; 2025Q3: 110,177 shares; 2025Q4: 97,741 shares; 2026Q1: 114,571 shares 114,571 $7.81M 0.16% +16,830 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,107 shares; 2024Q4: 212,288 shares; 2025Q1: 238,196 shares; 2025Q2: 262,997 shares; 2025Q3: 325,921 shares; 2025Q4: 375,526 shares; 2026Q1: 396,927 shares 396,927 $7.79M 0.16% +21,401 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 10,679 shares; 2025Q1: 10,055 shares; 2025Q2: 22,430 shares; 2025Q3: 24,147 shares; 2025Q4: 24,122 shares; 2026Q1: 24,184 shares 24,184 $7.75M 0.16% +62 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: 49,773 shares; 2024Q4: 59,459 shares; 2025Q1: 64,783 shares; 2025Q2: 75,977 shares; 2025Q3: 86,292 shares; 2025Q4: 87,008 shares; 2026Q1: 97,710 shares 97,710 $7.75M 0.16% +10,702 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: 23,368 shares; 2024Q4: 25,082 shares; 2025Q1: 25,724 shares; 2025Q2: 29,077 shares; 2025Q3: 36,295 shares; 2025Q4: 36,668 shares; 2026Q1: 37,276 shares 37,276 $7.71M 0.15% +608 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,046 shares; 2024Q4: 48,978 shares; 2025Q1: 51,159 shares; 2025Q2: 46,920 shares; 2025Q3: 54,633 shares; 2025Q4: 83,354 shares; 2026Q1: 81,840 shares 81,840 $7.69M 0.15% -1,514 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: 156,188 shares; 2024Q4: 178,327 shares; 2025Q1: 169,972 shares; 2025Q2: 159,501 shares; 2025Q3: 129,809 shares; 2025Q4: 127,907 shares; 2026Q1: 126,928 shares 126,928 $7.67M 0.15% -979 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: 9,038 shares; 2024Q4: 8,645 shares; 2025Q1: 7,975 shares; 2025Q2: 8,140 shares; 2025Q3: 19,022 shares; 2025Q4: 18,103 shares; 2026Q1: 17,667 shares 17,667 $7.53M 0.15% -436 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: 392,664 shares; 2024Q4: 366,265 shares; 2025Q1: 392,374 shares; 2025Q2: 410,010 shares; 2025Q3: 405,078 shares; 2025Q4: 416,529 shares; 2026Q1: 416,987 shares 416,987 $7.51M 0.15% +458 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: 296,023 shares; 2024Q4: 146,495 shares; 2025Q1: 140,624 shares; 2025Q2: 128,269 shares; 2025Q3: 145,604 shares; 2025Q4: 168,693 shares; 2026Q1: 176,585 shares 176,585 $7.51M 0.15% +7,892 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,587 shares; 2026Q1: 147,445 shares 147,445 $7.51M 0.15% +18,858 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,973 shares; 2024Q4: 12,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998,699 shares; 2025Q4: 961,953 shares; 2026Q1: 982,812 shares 982,812 $7.41M 0.15% +20,859 Timeline SPIB 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: 7,800 shares; 2025Q1: 157,465 shares; 2025Q2: 180,247 shares; 2025Q3: 208,930 shares; 2025Q4: 221,061 shares; 2026Q1: 220,086 shares 220,086 $7.38M 0.15% -975 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,786 shares; 2024Q4: 758,275 shares; 2025Q1: 840,607 shares; 2025Q2: 876,448 shares; 2025Q3: 852,774 shares; 2025Q4: 796,868 shares; 2026Q1: 777,378 shares 777,378 $7.37M 0.15% -19,490 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,640 shares; 2026Q1: 211,083 shares 211,083 $7.33M 0.15% +66,443 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,850 shares; 2024Q4: 89,061 shares; 2025Q1: 89,365 shares; 2025Q2: 90,332 shares; 2025Q3: 92,897 shares; 2025Q4: 97,429 shares; 2026Q1: 103,893 shares 103,893 $7.28M 0.15% +6,464 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: 1,404 shares; 2024Q4: 1,280 shares; 2025Q1: 924 shares; 2025Q2: 1,834 shares; 2025Q3: 7,514 shares; 2025Q4: 7,787 shares; 2026Q1: 8,099 shares 8,099 $7.25M 0.15% +312 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: 47,904 shares; 2024Q4: 68,903 shares; 2025Q1: 70,816 shares; 2025Q2: 69,891 shares; 2025Q3: 74,605 shares; 2025Q4: 87,994 shares; 2026Q1: 53,095 shares 53,095 $7.22M 0.15% -34,899 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: 26,790 shares; 2024Q4: 27,791 shares; 2025Q1: 24,764 shares; 2025Q2: 30,527 shares; 2025Q3: 36,085 shares; 2025Q4: 46,473 shares; 2026Q1: 43,527 shares 43,527 $7.2M 0.14% -2,946 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,876 shares; 2025Q2: 129,878 shares; 2025Q3: 189,025 shares; 2025Q4: 201,104 shares; 2026Q1: 200,103 shares 200,103 $7.2M 0.14% -1,001 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: 25,025 shares; 2024Q4: 26,344 shares; 2025Q1: 28,073 shares; 2025Q2: 27,696 shares; 2025Q3: 50,537 shares; 2025Q4: 28,480 shares; 2026Q1: 29,123 shares 29,123 $7.06M 0.14% +643 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: 3,586 shares; 2024Q4: 4,172 shares; 2025Q1: 5,106 shares; 2025Q2: 9,898 shares; 2025Q3: 9,712 shares; 2025Q4: 9,788 shares; 2026Q1: 9,680 shares 9,680 $7.05M 0.14% -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: 15,841 shares; 2025Q1: 16,558 shares; 2025Q2: 15,882 shares; 2025Q3: 33,396 shares; 2025Q4: 33,197 shares; 2026Q1: 32,816 shares 32,816 $7.01M 0.14% -381 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,393 shares; 2024Q4: 26,381 shares; 2025Q1: 24,983 shares; 2025Q2: 28,863 shares; 2025Q3: 30,397 shares; 2025Q4: 42,244 shares; 2026Q1: 60,931 shares 60,931 $7.01M 0.14% +18,687 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,746 shares; 2025Q1: 8,786 shares; 2025Q2: 8,797 shares; 2025Q3: 5,857 shares; 2025Q4: 121,359 shares; 2026Q1: 140,622 shares 140,622 $7M 0.14% +19,263 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,086 shares; 2024Q4: 314,519 shares; 2025Q1: 388,512 shares; 2025Q2: 406,961 shares; 2025Q3: 411,821 shares; 2025Q4: 390,376 shares; 2026Q1: 391,175 shares 391,175 $6.9M 0.14% +799 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,933 shares; 2024Q4: 276,977 shares; 2025Q1: 253,417 shares; 2025Q2: 248,332 shares; 2025Q3: 236,835 shares; 2025Q4: 186,285 shares; 2026Q1: 172,145 shares 172,145 $6.84M 0.14% -14,140 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: 7,445 shares; 2024Q4: 8,751 shares; 2025Q1: 8,781 shares; 2025Q2: 9,315 shares; 2025Q3: 25,201 shares; 2025Q4: 32,494 shares; 2026Q1: 25,199 shares 25,199 $6.82M 0.14% -7,295 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 14,143 shares; 2025Q1: 17,015 shares; 2025Q2: 14,860 shares; 2025Q3: 41,166 shares; 2025Q4: 53,869 shares; 2026Q1: 59,871 shares 59,871 $6.73M 0.14% +6,002 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,034 shares; 2025Q2: 233,106 shares; 2025Q3: 287,484 shares; 2025Q4: 309,195 shares; 2026Q1: 319,831 shares 319,831 $6.62M 0.13% +10,636 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,154 shares; 2024Q4: 394,394 shares; 2025Q1: 415,190 shares; 2025Q2: 427,840 shares; 2025Q3: 398,278 shares; 2025Q4: 366,017 shares; 2026Q1: 358,394 shares 358,394 $6.59M 0.13% -7,623 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,793 shares; 2024Q4: 373,428 shares; 2025Q1: 372,323 shares; 2025Q2: 367,860 shares; 2025Q3: 361,997 shares; 2025Q4: 344,512 shares; 2026Q1: 369,930 shares 369,930 $6.57M 0.13% +25,418 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: 117,850 shares; 2024Q4: 134,950 shares; 2025Q1: 127,070 shares; 2025Q2: 129,148 shares; 2025Q3: 171,789 shares; 2025Q4: 212,718 shares; 2026Q1: 225,888 shares 225,888 $6.55M 0.13% +13,170 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,033 shares; 2024Q4: 36,633 shares; 2025Q1: 53,819 shares; 2025Q2: 64,565 shares; 2025Q3: 77,352 shares; 2025Q4: 87,010 shares; 2026Q1: 86,357 shares 86,357 $6.49M 0.13% -653 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 5,995 shares; 2025Q1: 4,962 shares; 2025Q2: 9,780 shares; 2025Q3: 17,136 shares; 2025Q4: 19,177 shares; 2026Q1: 18,655 shares 18,655 $6.44M 0.13% -522 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,602 shares; 2024Q4: 45,594 shares; 2025Q1: 40,442 shares; 2025Q2: 150,881 shares; 2025Q3: 146,227 shares; 2025Q4: 57,951 shares; 2026Q1: 63,460 shares 63,460 $6.38M 0.13% +5,509 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: 21,836 shares; 2024Q4: 27,159 shares; 2025Q1: 25,066 shares; 2025Q2: 27,620 shares; 2025Q3: 32,079 shares; 2025Q4: 33,003 shares; 2026Q1: 33,068 shares 33,068 $6.38M 0.13% +65 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,810 shares; 2024Q4: 188,569 shares; 2025Q1: 207,311 shares; 2025Q2: 234,549 shares; 2025Q3: 263,568 shares; 2025Q4: 292,657 shares; 2026Q1: 312,150 shares 312,150 $6.38M 0.13% +19,493 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: 43,953 shares; 2024Q4: 48,663 shares; 2025Q1: 46,692 shares; 2025Q2: 48,952 shares; 2025Q3: 50,369 shares; 2025Q4: 62,769 shares; 2026Q1: 65,519 shares 65,519 $6.31M 0.13% +2,750 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,258 shares; 2024Q4: 97,825 shares; 2025Q1: 83,388 shares; 2025Q2: 74,297 shares; 2025Q3: 68,788 shares; 2025Q4: 64,711 shares; 2026Q1: 60,974 shares 60,974 $6.3M 0.13% -3,737 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: 12,901 shares; 2024Q4: 12,709 shares; 2025Q1: 12,831 shares; 2025Q2: 13,166 shares; 2025Q3: 21,524 shares; 2025Q4: 39,354 shares; 2026Q1: 47,314 shares 47,314 $6.29M 0.13% +7,960 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: not reported; 2024Q4: not reported; 2025Q1: 9,384 shares; 2025Q2: 7,229 shares; 2025Q3: 73,666 shares; 2025Q4: 109,683 shares; 2026Q1: 125,777 shares 125,777 $6.28M 0.13% +16,094 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,643 shares; 2024Q4: 59,645 shares; 2025Q1: 66,015 shares; 2025Q2: 89,846 shares; 2025Q3: 100,751 shares; 2025Q4: 113,185 shares; 2026Q1: 125,335 shares 125,335 $6.27M 0.13% +12,150 Timeline JGRO 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: 22,960 shares; 2024Q4: 38,320 shares; 2025Q1: 37,131 shares; 2025Q2: 60,959 shares; 2025Q3: 68,492 shares; 2025Q4: 73,144 shares; 2026Q1: 74,164 shares 74,164 $6.27M 0.13% +1,020 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: 1,293 shares; 2024Q4: 1,256 shares; 2025Q1: 2,331 shares; 2025Q2: 6,334 shares; 2025Q3: 27,314 shares; 2025Q4: 32,694 shares; 2026Q1: 31,810 shares 31,810 $6.24M 0.13% -884 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: 42,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 5,681 shares; 2025Q4: 6,243 shares; 2026Q1: 74,965 shares 74,965 $6.19M 0.12% +68,722 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: 22,959 shares; 2024Q4: 22,917 shares; 2025Q1: 23,696 shares; 2025Q2: 30,513 shares; 2025Q3: 23,710 shares; 2025Q4: 37,186 shares; 2026Q1: 32,745 shares 32,745 $6.11M 0.12% -4,441 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: not reported; 2024Q4: 4,289 shares; 2025Q1: 4,604 shares; 2025Q2: 4,929 shares; 2025Q3: 5,016 shares; 2025Q4: 95,070 shares; 2026Q1: 114,996 shares 114,996 $6.09M 0.12% +19,926 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,671 shares; 2025Q1: 77,692 shares; 2025Q2: 81,391 shares; 2025Q3: 82,036 shares; 2025Q4: 111,632 shares; 2026Q1: 118,717 shares 118,717 $6.08M 0.12% +7,085 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: 4,226 shares; 2024Q4: 4,124 shares; 2025Q1: 4,378 shares; 2025Q2: 3,339 shares; 2025Q3: 3,976 shares; 2025Q4: 5,006 shares; 2026Q1: 13,169 shares 13,169 $6.07M 0.12% +8,163 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: 5,991 shares; 2024Q4: 6,352 shares; 2025Q1: 6,403 shares; 2025Q2: 6,431 shares; 2025Q3: 20,094 shares; 2025Q4: 18,311 shares; 2026Q1: 16,398 shares 16,398 $6.03M 0.12% -1,913 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: 19,977 shares; 2024Q4: 21,748 shares; 2025Q1: 21,613 shares; 2025Q2: 22,737 shares; 2025Q3: 27,540 shares; 2025Q4: 27,908 shares; 2026Q1: 28,954 shares 28,954 $6.03M 0.12% +1,046 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,370 shares; 2024Q4: 66,477 shares; 2025Q1: 66,904 shares; 2025Q2: 66,446 shares; 2025Q3: 75,908 shares; 2025Q4: 81,806 shares; 2026Q1: 86,085 shares 86,085 $5.92M 0.12% +4,279 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199,448 shares 199,448 $5.92M 0.12% new 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: 3,582 shares; 2024Q4: 4,651 shares; 2025Q1: 5,037 shares; 2025Q2: 5,219 shares; 2025Q3: 7,396 shares; 2025Q4: 9,110 shares; 2026Q1: 8,649 shares 8,649 $5.9M 0.12% -461 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: 11,526 shares; 2024Q4: 13,832 shares; 2025Q1: 17,731 shares; 2025Q2: 18,610 shares; 2025Q3: 20,708 shares; 2025Q4: 21,064 shares; 2026Q1: 18,972 shares 18,972 $5.9M 0.12% -2,092 Timeline BSCT 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: 13,623 shares; 2024Q4: 96,227 shares; 2025Q1: 100,340 shares; 2025Q2: 137,713 shares; 2025Q3: 262,410 shares; 2025Q4: 299,026 shares; 2026Q1: 312,777 shares 312,777 $5.84M 0.12% +13,751 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,291 shares; 2025Q4: 169,821 shares; 2026Q1: 191,329 shares 191,329 $5.72M 0.11% +21,508 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723 shares; 2026Q1: 113,385 shares 113,385 $5.71M 0.11% +104,662 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: 649 shares; 2024Q4: 608 shares; 2025Q1: 706 shares; 2025Q2: 567 shares; 2025Q3: 1,418 shares; 2025Q4: 2,054 shares; 2026Q1: 1,346 shares 1,346 $5.67M 0.11% -708 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: 34,236 shares; 2025Q1: 33,609 shares; 2025Q2: 44,800 shares; 2025Q3: 46,568 shares; 2025Q4: 44,093 shares; 2026Q1: 45,970 shares 45,970 $5.64M 0.11% +1,877 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: 52,630 shares; 2024Q4: 54,609 shares; 2025Q1: 55,762 shares; 2025Q2: 60,642 shares; 2025Q3: 69,390 shares; 2025Q4: 72,932 shares; 2026Q1: 72,968 shares 72,968 $5.63M 0.11% +36 Timeline FSIG 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: 259,971 shares; 2026Q1: 296,438 shares 296,438 $5.61M 0.11% +36,467 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: 13,566 shares; 2024Q4: 23,337 shares; 2025Q1: 22,205 shares; 2025Q2: 23,443 shares; 2025Q3: 24,745 shares; 2025Q4: 28,474 shares; 2026Q1: 22,702 shares 22,702 $5.61M 0.11% -5,772 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 10,207 shares; 2025Q1: 10,366 shares; 2025Q2: 10,858 shares; 2025Q3: 11,137 shares; 2025Q4: 13,508 shares; 2026Q1: 13,663 shares 13,663 $5.57M 0.11% +155 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: 44,753 shares; 2024Q4: 52,142 shares; 2025Q1: 53,294 shares; 2025Q2: 52,906 shares; 2025Q3: 52,582 shares; 2025Q4: 53,399 shares; 2026Q1: 49,114 shares 49,114 $5.57M 0.11% -4,285 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: 106,171 shares; 2024Q4: 110,319 shares; 2025Q1: 100,114 shares; 2025Q2: 101,392 shares; 2025Q3: 136,609 shares; 2025Q4: 148,921 shares; 2026Q1: 114,145 shares 114,145 $5.56M 0.11% -34,776 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 102,507 shares; 2025Q1: 144,420 shares; 2025Q2: 167,093 shares; 2025Q3: 177,189 shares; 2025Q4: 355,603 shares; 2026Q1: 434,519 shares 434,519 $5.56M 0.11% +78,916 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: 1,193 shares; 2024Q4: 1,163 shares; 2025Q1: 1,789 shares; 2025Q2: 2,745 shares; 2025Q3: 3,305 shares; 2025Q4: 3,641 shares; 2026Q1: 3,758 shares 3,758 $5.53M 0.11% +117 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 13,766 shares; 2025Q1: 11,795 shares; 2025Q2: 11,899 shares; 2025Q3: 113,157 shares; 2025Q4: 152,201 shares; 2026Q1: 119,626 shares 119,626 $5.53M 0.11% -32,575 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,532 shares; 2026Q1: 111,258 shares 111,258 $5.52M 0.11% +13,726 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: 51,453 shares; 2024Q4: 47,841 shares; 2025Q1: 21,424 shares; 2025Q2: 38,945 shares; 2025Q3: 44,589 shares; 2025Q4: 76,620 shares; 2026Q1: 56,083 shares 56,083 $5.49M 0.11% -20,537 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 22,931 shares; 2025Q3: 22,859 shares; 2025Q4: 23,628 shares; 2026Q1: 25,023 shares 25,023 $5.42M 0.11% +1,395 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: 63,346 shares; 2024Q4: 61,042 shares; 2025Q1: 57,031 shares; 2025Q2: 53,217 shares; 2025Q3: 54,651 shares; 2025Q4: 106,747 shares; 2026Q1: 117,254 shares 117,254 $5.38M 0.11% +10,507 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: 7,542 shares; 2024Q4: 8,714 shares; 2025Q1: 4,030 shares; 2025Q2: 4,233 shares; 2025Q3: 6,548 shares; 2025Q4: 6,889 shares; 2026Q1: 8,846 shares 8,846 $5.35M 0.11% +1,957 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: 10,312 shares; 2024Q4: 15,885 shares; 2025Q1: 3,372 shares; 2025Q2: 14,015 shares; 2025Q3: 17,309 shares; 2025Q4: 16,360 shares; 2026Q1: 21,147 shares 21,147 $5.3M 0.11% +4,787 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: 21,770 shares; 2024Q4: 22,219 shares; 2025Q1: 22,843 shares; 2025Q2: 21,121 shares; 2025Q3: 100,206 shares; 2025Q4: 116,505 shares; 2026Q1: 61,034 shares 61,034 $5.29M 0.11% -55,471 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: 24,378 shares; 2024Q4: 24,912 shares; 2025Q1: 27,507 shares; 2025Q2: 27,606 shares; 2025Q3: 38,504 shares; 2025Q4: 52,496 shares; 2026Q1: 53,653 shares 53,653 $5.18M 0.1% +1,157 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: 846 shares; 2024Q4: 781 shares; 2025Q1: 3,512 shares; 2025Q2: 5,280 shares; 2025Q3: 9,273 shares; 2025Q4: 16,986 shares; 2026Q1: 18,607 shares 18,607 $5.17M 0.1% +1,621 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: 27,664 shares; 2024Q4: 25,672 shares; 2025Q1: 25,033 shares; 2025Q2: 25,541 shares; 2025Q3: 33,153 shares; 2025Q4: 38,448 shares; 2026Q1: 39,446 shares 39,446 $5.17M 0.1% +998 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 13,793 shares; 2025Q1: 25,109 shares; 2025Q2: 43,610 shares; 2025Q3: 46,020 shares; 2025Q4: 42,257 shares; 2026Q1: 51,120 shares 51,120 $5.12M 0.1% +8,863 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: 174,445 shares; 2024Q4: 189,444 shares; 2025Q1: 102,790 shares; 2025Q2: 87,758 shares; 2025Q3: 104,335 shares; 2025Q4: 122,462 shares; 2026Q1: 126,417 shares 126,417 $5.08M 0.1% +3,955 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: 31,884 shares; 2024Q4: 33,001 shares; 2025Q1: 33,435 shares; 2025Q2: 39,870 shares; 2025Q3: 40,444 shares; 2025Q4: 41,004 shares; 2026Q1: 45,907 shares 45,907 $5.07M 0.1% +4,903 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,386 shares; 2025Q3: 134,129 shares; 2025Q4: 144,542 shares; 2026Q1: 142,337 shares 142,337 $5.06M 0.1% -2,205 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,310 shares; 2024Q4: 70,548 shares; 2025Q1: 70,880 shares; 2025Q2: 73,378 shares; 2025Q3: 72,566 shares; 2025Q4: 72,567 shares; 2026Q1: 73,947 shares 73,947 $5.04M 0.1% +1,380 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: 2,776 shares; 2024Q4: 2,818 shares; 2025Q1: 3,426 shares; 2025Q2: 3,564 shares; 2025Q3: 10,022 shares; 2025Q4: 16,352 shares; 2026Q1: 12,056 shares 12,056 $5.02M 0.1% -4,296 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 11,401 shares; 2025Q1: 11,167 shares; 2025Q2: 13,206 shares; 2025Q3: 18,313 shares; 2025Q4: 20,429 shares; 2026Q1: 42,375 shares 42,375 $5.01M 0.1% +21,946 Timeline FMB 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: 86,991 shares; 2024Q4: 87,937 shares; 2025Q1: 88,997 shares; 2025Q2: 88,127 shares; 2025Q3: 88,012 shares; 2025Q4: 86,365 shares; 2026Q1: 96,740 shares 96,740 $4.9M 0.1% +10,375 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,279 shares; 2024Q4: 35,534 shares; 2025Q1: 39,243 shares; 2025Q2: 49,890 shares; 2025Q3: 175,164 shares; 2025Q4: 199,664 shares; 2026Q1: 209,683 shares 209,683 $4.86M 0.1% +10,019 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,759 shares; 2024Q4: 26,027 shares; 2025Q1: 23,825 shares; 2025Q2: 26,234 shares; 2025Q3: 29,242 shares; 2025Q4: 105,638 shares; 2026Q1: 91,528 shares 91,528 $4.83M 0.1% -14,110 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,379 shares; 2025Q3: 40,999 shares; 2025Q4: 47,257 shares; 2026Q1: 41,017 shares 41,017 $4.81M 0.1% -6,240 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: 12,484 shares; 2024Q4: 13,099 shares; 2025Q1: 12,636 shares; 2025Q2: 40,324 shares; 2025Q3: 45,876 shares; 2025Q4: 41,037 shares; 2026Q1: 24,539 shares 24,539 $4.76M 0.1% -16,498 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 21,037 shares; 2025Q1: 21,494 shares; 2025Q2: 23,222 shares; 2025Q3: 32,386 shares; 2025Q4: 37,756 shares; 2026Q1: 35,973 shares 35,973 $4.75M 0.1% -1,783 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: 16,996 shares; 2024Q4: 22,028 shares; 2025Q1: 22,705 shares; 2025Q2: 24,704 shares; 2025Q3: 29,037 shares; 2025Q4: 35,854 shares; 2026Q1: 36,392 shares 36,392 $4.69M 0.09% +538 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: 6,247 shares; 2024Q4: 6,247 shares; 2025Q1: 5,255 shares; 2025Q2: 6,823 shares; 2025Q3: 42,195 shares; 2025Q4: 38,129 shares; 2026Q1: 32,176 shares 32,176 $4.66M 0.09% -5,953 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 4,959 shares; 2025Q1: 4,676 shares; 2025Q2: 4,329 shares; 2025Q3: 5,130 shares; 2025Q4: 6,698 shares; 2026Q1: 9,343 shares 9,343 $4.63M 0.09% +2,645 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 35,106 shares; 2025Q1: 56,625 shares; 2025Q2: 59,402 shares; 2025Q3: 85,129 shares; 2025Q4: 90,172 shares; 2026Q1: 98,921 shares 98,921 $4.61M 0.09% +8,749 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,071 shares; 2024Q4: 81,428 shares; 2025Q1: 79,535 shares; 2025Q2: 53,654 shares; 2025Q3: 58,376 shares; 2025Q4: 61,438 shares; 2026Q1: 63,187 shares 63,187 $4.6M 0.09% +1,749 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 6,431 shares; 2025Q1: 4,097 shares; 2025Q2: 43,306 shares; 2025Q3: 44,345 shares; 2025Q4: 50,515 shares; 2026Q1: 50,501 shares 50,501 $4.56M 0.09% -14 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: 14,790 shares; 2024Q4: 14,645 shares; 2025Q1: 10,536 shares; 2025Q2: 8,348 shares; 2025Q3: 8,430 shares; 2025Q4: 7,397 shares; 2026Q1: 11,857 shares 11,857 $4.55M 0.09% +4,460 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,044 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,415 shares; 2025Q4: 35,471 shares; 2026Q1: 34,381 shares 34,381 $4.54M 0.09% -1,090 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,266 shares; 2026Q1: 62,351 shares 62,351 $4.53M 0.09% -1,915 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,476 shares; 2024Q4: 47,910 shares; 2025Q1: 58,708 shares; 2025Q2: 60,001 shares; 2025Q3: 82,401 shares; 2025Q4: 86,261 shares; 2026Q1: 75,945 shares 75,945 $4.52M 0.09% -10,316 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: 22,925 shares 22,925 $4.52M 0.09% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 5,357 shares; 2025Q1: 4,163 shares; 2025Q2: 4,203 shares; 2025Q3: 4,454 shares; 2025Q4: 5,018 shares; 2026Q1: 5,214 shares 5,214 $4.51M 0.09% +196 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 2,943 shares; 2025Q1: 2,969 shares; 2025Q2: 3,412 shares; 2025Q3: 11,606 shares; 2025Q4: 27,905 shares; 2026Q1: 26,295 shares 26,295 $4.48M 0.09% -1,610 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: 14,370 shares; 2024Q4: 14,896 shares; 2025Q1: 13,356 shares; 2025Q2: 14,794 shares; 2025Q3: 16,137 shares; 2025Q4: 17,078 shares; 2026Q1: 17,111 shares 17,111 $4.48M 0.09% +33 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: 38,004 shares; 2024Q4: 62,631 shares; 2025Q1: 78,009 shares; 2025Q2: 79,339 shares; 2025Q3: 91,604 shares; 2025Q4: 106,443 shares; 2026Q1: 116,462 shares 116,462 $4.47M 0.09% +10,019 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: 49,826 shares; 2024Q4: 49,419 shares; 2025Q1: 56,728 shares; 2025Q2: 61,964 shares; 2025Q3: 66,033 shares; 2025Q4: 40,404 shares; 2026Q1: 41,271 shares 41,271 $4.47M 0.09% +867 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: 28,723 shares; 2024Q4: 28,642 shares; 2025Q1: 29,132 shares; 2025Q2: 30,613 shares; 2025Q3: 34,528 shares; 2025Q4: 51,415 shares; 2026Q1: 49,643 shares 49,643 $4.45M 0.09% -1,772 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: 37,248 shares; 2024Q4: 42,122 shares; 2025Q1: 51,254 shares; 2025Q2: 49,586 shares; 2025Q3: 59,186 shares; 2025Q4: 55,951 shares; 2026Q1: 48,394 shares 48,394 $4.44M 0.09% -7,557 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 12,956 shares; 2025Q1: 3,706 shares; 2025Q2: 19,580 shares; 2025Q3: 28,144 shares; 2025Q4: 32,623 shares; 2026Q1: 37,242 shares 37,242 $4.42M 0.09% +4,619 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: 6,851 shares; 2024Q4: 8,653 shares; 2025Q1: 9,463 shares; 2025Q2: 8,916 shares; 2025Q3: 10,553 shares; 2025Q4: 12,260 shares; 2026Q1: 12,411 shares 12,411 $4.37M 0.09% +151 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 5,535 shares; 2025Q1: 5,372 shares; 2025Q2: 9,372 shares; 2025Q3: 84,156 shares; 2025Q4: 84,177 shares; 2026Q1: 83,842 shares 83,842 $4.34M 0.09% -335 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: 19,495 shares; 2024Q4: 16,852 shares; 2025Q1: 15,870 shares; 2025Q2: 17,169 shares; 2025Q3: 21,444 shares; 2025Q4: 22,385 shares; 2026Q1: 22,562 shares 22,562 $4.33M 0.09% +177 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: 65,715 shares; 2024Q4: 70,562 shares; 2025Q1: 67,580 shares; 2025Q2: 68,522 shares; 2025Q3: 75,834 shares; 2025Q4: 78,391 shares; 2026Q1: 83,109 shares 83,109 $4.32M 0.09% +4,718 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: 21,335 shares; 2024Q4: 20,769 shares; 2025Q1: 20,471 shares; 2025Q2: 20,946 shares; 2025Q3: 20,174 shares; 2025Q4: 20,606 shares; 2026Q1: 20,760 shares 20,760 $4.32M 0.09% +154 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: 24,668 shares; 2024Q4: 27,710 shares; 2025Q1: 23,307 shares; 2025Q2: 23,951 shares; 2025Q3: 26,315 shares; 2025Q4: 32,254 shares; 2026Q1: 28,149 shares 28,149 $4.3M 0.09% -4,105 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: 51,261 shares; 2024Q4: 49,305 shares; 2025Q1: 49,648 shares; 2025Q2: 47,293 shares; 2025Q3: 48,444 shares; 2025Q4: 54,073 shares; 2026Q1: 51,942 shares 51,942 $4.3M 0.09% -2,131 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: 14,665 shares; 2024Q4: 15,276 shares; 2025Q1: 14,344 shares; 2025Q2: 16,382 shares; 2025Q3: 17,892 shares; 2025Q4: 17,790 shares; 2026Q1: 18,156 shares 18,156 $4.29M 0.09% +366 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: 16,131 shares; 2024Q4: 22,224 shares; 2025Q1: 19,433 shares; 2025Q2: 20,794 shares; 2025Q3: 24,454 shares; 2025Q4: 25,569 shares; 2026Q1: 25,852 shares 25,852 $4.25M 0.09% +283 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: 43,066 shares; 2024Q4: 44,476 shares; 2025Q1: 47,817 shares; 2025Q2: 53,503 shares; 2025Q3: 66,594 shares; 2025Q4: 60,915 shares; 2026Q1: 64,152 shares 64,152 $4.23M 0.09% +3,237 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: 10,207 shares; 2024Q4: 5,158 shares; 2025Q1: 5,969 shares; 2025Q2: 5,556 shares; 2025Q3: 8,373 shares; 2025Q4: 13,948 shares; 2026Q1: 12,477 shares 12,477 $4.22M 0.08% -1,471 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: 36,224 shares; 2024Q4: 21,315 shares; 2025Q1: 20,944 shares; 2025Q2: 20,984 shares; 2025Q3: 22,094 shares; 2025Q4: 23,097 shares; 2026Q1: 22,825 shares 22,825 $4.21M 0.08% -272 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,650 shares; 2025Q3: 83,197 shares; 2025Q4: 82,413 shares; 2026Q1: 76,649 shares 76,649 $4.19M 0.08% -5,764 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,452 shares; 2026Q1: 107,841 shares 107,841 $4.16M 0.08% +20,389 Timeline OMFL 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: 122,188 shares; 2024Q4: 121,347 shares; 2025Q1: 61,147 shares; 2025Q2: 59,585 shares; 2025Q3: 62,907 shares; 2025Q4: 75,484 shares; 2026Q1: 69,144 shares 69,144 $4.16M 0.08% -6,340 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,139 shares; 2025Q3: 54,273 shares; 2025Q4: 58,381 shares; 2026Q1: 58,253 shares 58,253 $4.14M 0.08% -128 Timeline KOMP 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: 66,593 shares; 2024Q4: 72,174 shares; 2025Q1: 69,671 shares; 2025Q2: 72,685 shares; 2025Q3: 69,665 shares; 2025Q4: 69,983 shares; 2026Q1: 70,227 shares 70,227 $4.11M 0.08% +244 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: 20,125 shares; 2024Q4: 22,293 shares; 2025Q1: 21,294 shares; 2025Q2: 25,403 shares; 2025Q3: 43,815 shares; 2025Q4: 42,545 shares; 2026Q1: 39,945 shares 39,945 $4.1M 0.08% -2,600 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: 24,216 shares; 2024Q4: 44,412 shares; 2025Q1: 25,251 shares; 2025Q2: 29,345 shares; 2025Q3: 31,572 shares; 2025Q4: 31,998 shares; 2026Q1: 31,216 shares 31,216 $4.09M 0.08% -782 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,602 shares; 2024Q4: 41,599 shares; 2025Q1: 43,862 shares; 2025Q2: 47,361 shares; 2025Q3: 51,632 shares; 2025Q4: 51,547 shares; 2026Q1: 55,648 shares 55,648 $4.07M 0.08% +4,101 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: 110,188 shares; 2024Q4: 112,238 shares; 2025Q1: 118,225 shares; 2025Q2: 84,163 shares; 2025Q3: 107,131 shares; 2025Q4: 143,176 shares; 2026Q1: 144,781 shares 144,781 $4.07M 0.08% +1,605 Timeline FLGV 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: 15,369 shares; 2025Q4: 191,264 shares; 2026Q1: 198,484 shares 198,484 $4.06M 0.08% +7,220 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: 2,617 shares; 2024Q4: 3,215 shares; 2025Q1: 5,895 shares; 2025Q2: 3,982 shares; 2025Q3: 8,745 shares; 2025Q4: 35,746 shares; 2026Q1: 38,167 shares 38,167 $4.05M 0.08% +2,421 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 19,335 shares; 2025Q4: 19,795 shares; 2026Q1: 20,709 shares 20,709 $4.05M 0.08% +914 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: 35,094 shares; 2024Q4: 36,168 shares; 2025Q1: 37,101 shares; 2025Q2: 37,435 shares; 2025Q3: 41,494 shares; 2025Q4: 43,698 shares; 2026Q1: 45,614 shares 45,614 $4.05M 0.08% +1,916 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,915 shares; 2024Q4: 23,316 shares; 2025Q1: 14,975 shares; 2025Q2: 15,526 shares; 2025Q3: 19,278 shares; 2025Q4: 21,531 shares; 2026Q1: 23,332 shares 23,332 $4.03M 0.08% +1,801 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: 14,166 shares; 2024Q4: 14,035 shares; 2025Q1: 14,369 shares; 2025Q2: 14,641 shares; 2025Q3: 27,403 shares; 2025Q4: 31,636 shares; 2026Q1: 27,159 shares 27,159 $4.02M 0.08% -4,477 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 7,193 shares; 2025Q1: 7,478 shares; 2025Q2: 19,411 shares; 2025Q3: 10,106 shares; 2025Q4: 14,569 shares; 2026Q1: 16,460 shares 16,460 $4M 0.08% +1,891 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: 33,446 shares; 2024Q4: 33,548 shares; 2025Q1: 12,068 shares; 2025Q2: 13,857 shares; 2025Q3: 13,884 shares; 2025Q4: 16,026 shares; 2026Q1: 16,815 shares 16,815 $4M 0.08% +789 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: 7,986 shares; 2024Q4: 8,753 shares; 2025Q1: 10,270 shares; 2025Q2: 10,403 shares; 2025Q3: 15,036 shares; 2025Q4: 14,897 shares; 2026Q1: 17,599 shares 17,599 $3.98M 0.08% +2,702 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: 31,583 shares; 2024Q4: 45,711 shares; 2025Q1: 57,402 shares; 2025Q2: 62,401 shares; 2025Q3: 64,405 shares; 2025Q4: 72,690 shares; 2026Q1: 78,023 shares 78,023 $3.95M 0.08% +5,333 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: 3,123 shares; 2024Q4: 2,975 shares; 2025Q1: 4,153 shares; 2025Q2: 4,020 shares; 2025Q3: 2,633 shares; 2025Q4: 19,157 shares; 2026Q1: 37,517 shares 37,517 $3.92M 0.08% +18,360 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: 9,788 shares; 2024Q4: 12,635 shares; 2025Q1: 12,882 shares; 2025Q2: 13,509 shares; 2025Q3: 15,809 shares; 2025Q4: 14,842 shares; 2026Q1: 16,911 shares 16,911 $3.89M 0.08% +2,069 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: 97,298 shares; 2024Q4: 62,168 shares; 2025Q1: 69,492 shares; 2025Q2: 71,599 shares; 2025Q3: 74,723 shares; 2025Q4: 79,227 shares; 2026Q1: 82,840 shares 82,840 $3.83M 0.08% +3,613 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 5,522 shares; 2025Q1: 6,000 shares; 2025Q2: 6,112 shares; 2025Q3: 61,829 shares; 2025Q4: 79,888 shares; 2026Q1: 81,377 shares 81,377 $3.82M 0.08% +1,489 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: 22,971 shares; 2024Q4: 49,569 shares; 2025Q1: 50,513 shares; 2025Q2: 50,061 shares; 2025Q3: 52,819 shares; 2025Q4: 53,758 shares; 2026Q1: 23,800 shares 23,800 $3.82M 0.08% -29,958 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: 17,503 shares; 2024Q4: 16,762 shares; 2025Q1: 15,288 shares; 2025Q2: 28,259 shares; 2025Q3: 24,284 shares; 2025Q4: 21,801 shares; 2026Q1: 20,920 shares 20,920 $3.8M 0.08% -881 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,819 shares; 2025Q1: 2,404 shares; 2025Q2: 2,739 shares; 2025Q3: 5,939 shares; 2025Q4: 14,789 shares; 2026Q1: 23,154 shares 23,154 $3.79M 0.08% +8,365 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,892 shares; 2025Q4: 17,695 shares; 2026Q1: 18,393 shares 18,393 $3.76M 0.08% +698 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 5,716 shares; 2025Q1: 6,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,580 shares 74,580 $3.75M 0.08% new 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: 34,247 shares; 2024Q4: 31,306 shares; 2025Q1: 30,293 shares; 2025Q2: 51,050 shares; 2025Q3: 61,389 shares; 2025Q4: 67,242 shares; 2026Q1: 38,601 shares 38,601 $3.75M 0.08% -28,641 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,842 shares; 2024Q4: 18,719 shares; 2025Q1: 19,347 shares; 2025Q2: 18,499 shares; 2025Q3: 18,938 shares; 2025Q4: 28,562 shares; 2026Q1: 33,786 shares 33,786 $3.73M 0.07% +5,224 Timeline PZA 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: 160,250 shares 160,250 $3.68M 0.07% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,281 shares; 2024Q4: 145,766 shares; 2025Q1: 146,972 shares; 2025Q2: 149,673 shares; 2025Q3: 152,408 shares; 2025Q4: 162,249 shares; 2026Q1: 211,639 shares 211,639 $3.67M 0.07% +49,390 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: 3,023 shares; 2024Q4: 3,884 shares; 2025Q1: 3,577 shares; 2025Q2: 5,156 shares; 2025Q3: 5,817 shares; 2025Q4: 6,158 shares; 2026Q1: 6,458 shares 6,458 $3.64M 0.07% +300 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,709 shares; 2025Q1: 4,285 shares; 2025Q2: 5,054 shares; 2025Q3: 10,815 shares; 2025Q4: 17,215 shares; 2026Q1: 17,447 shares 17,447 $3.62M 0.07% +232 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: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 4,654 shares; 2025Q4: 44,123 shares; 2026Q1: 43,153 shares 43,153 $3.61M 0.07% -970 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: 4 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.07% 0 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: 26,964 shares; 2024Q4: 28,425 shares; 2025Q1: 96,847 shares; 2025Q2: 28,483 shares; 2025Q3: 43,641 shares; 2025Q4: 48,425 shares; 2026Q1: 47,771 shares 47,771 $3.59M 0.07% -654 Timeline QGRW 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: 20,248 shares; 2025Q1: 38,280 shares; 2025Q2: 52,585 shares; 2025Q3: 57,009 shares; 2025Q4: 60,663 shares; 2026Q1: 66,726 shares 66,726 $3.57M 0.07% +6,063 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: 7,330 shares; 2024Q4: 7,825 shares; 2025Q1: 6,374 shares; 2025Q2: 6,435 shares; 2025Q3: 8,114 shares; 2025Q4: 10,212 shares; 2026Q1: 10,376 shares 10,376 $3.56M 0.07% +164 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,224 shares; 2025Q3: 46,522 shares; 2025Q4: 44,226 shares; 2026Q1: 42,825 shares 42,825 $3.54M 0.07% -1,401 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: 1,512 shares; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 3,325 shares; 2025Q3: 13,063 shares; 2025Q4: 22,119 shares; 2026Q1: 17,901 shares 17,901 $3.54M 0.07% -4,218 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 3,397 shares; 2025Q1: 3,128 shares; 2025Q2: 4,973 shares; 2025Q3: 8,878 shares; 2025Q4: 8,389 shares; 2026Q1: 10,696 shares 10,696 $3.51M 0.07% +2,307 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: 26,335 shares; 2024Q4: 15,442 shares; 2025Q1: 16,244 shares; 2025Q2: 15,446 shares; 2025Q3: 15,060 shares; 2025Q4: 14,021 shares; 2026Q1: 14,084 shares 14,084 $3.5M 0.07% +63 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,403 shares; 2024Q4: 48,022 shares; 2025Q1: 59,025 shares; 2025Q2: 62,432 shares; 2025Q3: 64,294 shares; 2025Q4: 72,320 shares; 2026Q1: 74,741 shares 74,741 $3.49M 0.07% +2,421 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: 15,762 shares; 2024Q4: 16,342 shares; 2025Q1: 17,014 shares; 2025Q2: 17,151 shares; 2025Q3: 22,563 shares; 2025Q4: 30,718 shares; 2026Q1: 23,851 shares 23,851 $3.48M 0.07% -6,867 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: 45,723 shares; 2024Q4: 42,777 shares; 2025Q1: 43,853 shares; 2025Q2: 42,484 shares; 2025Q3: 71,213 shares; 2025Q4: 38,710 shares; 2026Q1: 36,423 shares 36,423 $3.48M 0.07% -2,287 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 5,368 shares; 2025Q1: 5,903 shares; 2025Q2: 18,773 shares; 2025Q3: 22,618 shares; 2025Q4: 32,597 shares; 2026Q1: 36,549 shares 36,549 $3.47M 0.07% +3,952 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 7,075 shares; 2025Q1: 7,329 shares; 2025Q2: 13,794 shares; 2025Q3: 18,805 shares; 2025Q4: 13,017 shares; 2026Q1: 15,678 shares 15,678 $3.43M 0.07% +2,661 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,340 shares; 2024Q4: 63,418 shares; 2025Q1: 60,891 shares; 2025Q2: 62,132 shares; 2025Q3: 56,573 shares; 2025Q4: 60,830 shares; 2026Q1: 66,523 shares 66,523 $3.39M 0.07% +5,693 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,039 shares; 2024Q4: 78,964 shares; 2025Q1: 81,674 shares; 2025Q2: 90,857 shares; 2025Q3: 87,789 shares; 2025Q4: 111,953 shares; 2026Q1: 123,801 shares 123,801 $3.38M 0.07% +11,848 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: 14,841 shares; 2024Q4: 15,154 shares; 2025Q1: 16,397 shares; 2025Q2: 15,997 shares; 2025Q3: 20,263 shares; 2025Q4: 18,295 shares; 2026Q1: 22,834 shares 22,834 $3.35M 0.07% +4,539 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,294 shares; 2025Q1: 2,940 shares; 2025Q2: 3,093 shares; 2025Q3: 3,121 shares; 2025Q4: 2,990 shares; 2026Q1: 30,382 shares 30,382 $3.33M 0.07% +27,392 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: not reported; 2025Q3: not reported; 2025Q4: 79,544 shares; 2026Q1: 197,248 shares 197,248 $3.31M 0.07% +117,704 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,413 shares; 2025Q1: 2,702 shares; 2025Q2: 2,755 shares; 2025Q3: 3,635 shares; 2025Q4: 9,118 shares; 2026Q1: 11,130 shares 11,130 $3.26M 0.07% +2,012 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 56,461 shares; 2026Q1: 57,170 shares 57,170 $3.26M 0.07% +709 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 12,300 shares; 2025Q1: 22,003 shares; 2025Q2: 16,277 shares; 2025Q3: 18,752 shares; 2025Q4: 22,081 shares; 2026Q1: 32,569 shares 32,569 $3.24M 0.07% +10,488 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 21,082 shares; 2025Q1: 24,866 shares; 2025Q2: 26,800 shares; 2025Q3: 26,814 shares; 2025Q4: 35,723 shares; 2026Q1: 38,247 shares 38,247 $3.23M 0.06% +2,524 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 4,873 shares; 2025Q1: 5,768 shares; 2025Q2: 70,207 shares; 2025Q3: 66,629 shares; 2025Q4: 64,139 shares; 2026Q1: 59,852 shares 59,852 $3.2M 0.06% -4,287 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,657 shares; 2024Q4: 66,806 shares; 2025Q1: 77,322 shares; 2025Q2: 65,617 shares; 2025Q3: 50,138 shares; 2025Q4: 60,683 shares; 2026Q1: 53,459 shares 53,459 $3.2M 0.06% -7,224 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 27,854 shares; 2025Q3: 21,154 shares; 2025Q4: 20,729 shares; 2026Q1: 63,017 shares 63,017 $3.18M 0.06% +42,288 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 9,814 shares; 2025Q1: 11,473 shares; 2025Q2: 13,578 shares; 2025Q3: 16,135 shares; 2025Q4: 17,032 shares; 2026Q1: 15,598 shares 15,598 $3.17M 0.06% -1,434 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: 27,302 shares; 2024Q4: 32,617 shares; 2025Q1: 51,954 shares; 2025Q2: 52,787 shares; 2025Q3: 42,768 shares; 2025Q4: 79,309 shares; 2026Q1: 80,138 shares 80,138 $3.16M 0.06% +829 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,388 shares; 2024Q4: 41,304 shares; 2025Q1: 40,899 shares; 2025Q2: 43,121 shares; 2025Q3: 41,523 shares; 2025Q4: 41,006 shares; 2026Q1: 45,036 shares 45,036 $3.16M 0.06% +4,030 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 6,094 shares; 2025Q4: 6,058 shares; 2026Q1: 5,595 shares 5,595 $3.14M 0.06% -463 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: 510 shares; 2024Q4: 858 shares; 2025Q1: 793 shares; 2025Q2: 40,390 shares; 2025Q3: 41,099 shares; 2025Q4: 33,482 shares; 2026Q1: 33,720 shares 33,720 $3.11M 0.06% +238 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 12,291 shares; 2025Q1: 11,413 shares; 2025Q2: 9,646 shares; 2025Q3: 6,987 shares; 2025Q4: 9,181 shares; 2026Q1: 33,708 shares 33,708 $3.11M 0.06% +24,527 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: 10,841 shares; 2024Q4: 10,825 shares; 2025Q1: 10,094 shares; 2025Q2: 10,030 shares; 2025Q3: 16,843 shares; 2025Q4: 24,630 shares; 2026Q1: 25,964 shares 25,964 $3.08M 0.06% +1,334 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,132 shares; 2025Q1: 3,574 shares; 2025Q2: 4,730 shares; 2025Q3: 7,361 shares; 2025Q4: 7,688 shares; 2026Q1: 11,010 shares 11,010 $3.07M 0.06% +3,322 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,911 shares; 2025Q4: 171,548 shares; 2026Q1: 183,014 shares 183,014 $3.06M 0.06% +11,466 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: 44,919 shares; 2024Q4: 43,832 shares; 2025Q1: 54,477 shares; 2025Q2: 59,590 shares; 2025Q3: 71,223 shares; 2025Q4: 74,095 shares; 2026Q1: 79,960 shares 79,960 $3.03M 0.06% +5,865 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,938 shares; 2025Q3: 117,838 shares; 2025Q4: 117,838 shares; 2026Q1: 114,898 shares 114,898 $3.02M 0.06% -2,940 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: 1,392 shares; 2024Q4: 1,386 shares; 2025Q1: 5,207 shares; 2025Q2: 5,656 shares; 2025Q3: 6,427 shares; 2025Q4: 13,694 shares; 2026Q1: 15,193 shares 15,193 $3.01M 0.06% +1,499 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: 4,240 shares; 2024Q4: 3,724 shares; 2025Q1: 17,175 shares; 2025Q2: 17,423 shares; 2025Q3: 19,097 shares; 2025Q4: 19,429 shares; 2026Q1: 17,758 shares 17,758 $3M 0.06% -1,671 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: 1,079 shares; 2024Q4: 2,203 shares; 2025Q1: 2,088 shares; 2025Q2: 2,432 shares; 2025Q3: 2,612 shares; 2025Q4: 1,986 shares; 2026Q1: 2,270 shares 2,270 $3M 0.06% +284 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,257 shares; 2025Q1: 3,169 shares; 2025Q2: 3,197 shares; 2025Q3: 10,176 shares; 2025Q4: 14,119 shares; 2026Q1: 13,558 shares 13,558 $3M 0.06% -561 Timeline EFAV ISHARES 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: 27,107 shares; 2025Q3: 27,535 shares; 2025Q4: 28,557 shares; 2026Q1: 32,433 shares 32,433 $2.96M 0.06% +3,876 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 10,203 shares; 2026Q1: 36,456 shares 36,456 $2.94M 0.06% +26,253 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,529 shares 25,529 $2.93M 0.06% new 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: 14,859 shares; 2024Q4: 10,570 shares; 2025Q1: 6,057 shares; 2025Q2: 11,530 shares; 2025Q3: 13,605 shares; 2025Q4: 36,382 shares; 2026Q1: 37,144 shares 37,144 $2.92M 0.06% +762 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: 1,704 shares; 2024Q4: 2,262 shares; 2025Q1: 2,251 shares; 2025Q2: 2,167 shares; 2025Q3: 5,262 shares; 2025Q4: 7,920 shares; 2026Q1: 6,803 shares 6,803 $2.89M 0.06% -1,117 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: 27,041 shares; 2025Q4: 25,363 shares; 2026Q1: 33,288 shares 33,288 $2.85M 0.06% +7,925 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,507 shares; 2025Q1: 10,260 shares; 2025Q2: 10,526 shares; 2025Q3: 13,754 shares; 2025Q4: 15,136 shares; 2026Q1: 25,483 shares 25,483 $2.82M 0.06% +10,347 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,173 shares; 2024Q4: 271,765 shares; 2025Q1: 271,675 shares; 2025Q2: 270,548 shares; 2025Q3: 268,544 shares; 2025Q4: 262,005 shares; 2026Q1: 261,971 shares 261,971 $2.81M 0.06% -34 Timeline GIGB 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: 8,090 shares; 2024Q4: 6,967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 45,013 shares; 2026Q1: 61,224 shares 61,224 $2.8M 0.06% +16,211 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: 38,082 shares; 2024Q4: 52,532 shares; 2025Q1: 52,474 shares; 2025Q2: 52,076 shares; 2025Q3: 60,657 shares; 2025Q4: 58,843 shares; 2026Q1: 51,636 shares 51,636 $2.8M 0.06% -7,207 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: 10,775 shares; 2024Q4: 12,282 shares; 2025Q1: 13,754 shares; 2025Q2: 14,613 shares; 2025Q3: 17,319 shares; 2025Q4: 21,289 shares; 2026Q1: 21,067 shares 21,067 $2.78M 0.06% -222 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,219 shares; 2025Q4: 44,278 shares; 2026Q1: 43,357 shares 43,357 $2.78M 0.06% -921 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: 13,452 shares; 2024Q4: 13,387 shares; 2025Q1: 14,187 shares; 2025Q2: 13,942 shares; 2025Q3: 20,047 shares; 2025Q4: 19,991 shares; 2026Q1: 21,159 shares 21,159 $2.77M 0.06% +1,168 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: 12,906 shares; 2024Q4: 11,711 shares; 2025Q1: 12,814 shares; 2025Q2: 12,629 shares; 2025Q3: 14,635 shares; 2025Q4: 14,782 shares; 2026Q1: 91,255 shares 91,255 $2.75M 0.06% +76,473 Timeline GFEB 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: 37,190 shares; 2024Q4: not reported; 2025Q1: 10,389 shares; 2025Q2: 17,245 shares; 2025Q3: 14,075 shares; 2025Q4: 14,075 shares; 2026Q1: 66,809 shares 66,809 $2.75M 0.06% +52,734 Timeline JHAI 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: 74,984 shares; 2026Q1: 105,221 shares 105,221 $2.7M 0.05% +30,237 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,671 shares 65,671 $2.7M 0.05% new 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: 24,174 shares; 2024Q4: 29,376 shares; 2025Q1: 24,933 shares; 2025Q2: 22,605 shares; 2025Q3: 33,647 shares; 2025Q4: 42,815 shares; 2026Q1: 44,425 shares 44,425 $2.69M 0.05% +1,610 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 6,394 shares; 2025Q1: 6,710 shares; 2025Q2: 9,016 shares; 2025Q3: 11,564 shares; 2025Q4: 22,247 shares; 2026Q1: 21,291 shares 21,291 $2.69M 0.05% -956 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,285 shares; 2025Q1: 25,098 shares; 2025Q2: 36,228 shares; 2025Q3: 21,725 shares; 2025Q4: 27,761 shares; 2026Q1: 14,165 shares 14,165 $2.69M 0.05% -13,596 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 15,565 shares; 2025Q1: 15,639 shares; 2025Q2: 15,692 shares; 2025Q3: 14,813 shares; 2025Q4: 21,765 shares; 2026Q1: 23,171 shares 23,171 $2.68M 0.05% +1,406 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: 82,845 shares; 2024Q4: 77,686 shares; 2025Q1: 75,039 shares; 2025Q2: 76,780 shares; 2025Q3: 75,909 shares; 2025Q4: 82,875 shares; 2026Q1: 88,440 shares 88,440 $2.68M 0.05% +5,565 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: 3,496 shares; 2024Q4: 2,610 shares; 2025Q1: 2,528 shares; 2025Q2: 3,204 shares; 2025Q3: 4,838 shares; 2025Q4: 5,157 shares; 2026Q1: 5,414 shares 5,414 $2.66M 0.05% +257 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: 6,948 shares; 2024Q4: 9,699 shares; 2025Q1: 10,513 shares; 2025Q2: 11,438 shares; 2025Q3: 12,618 shares; 2025Q4: 14,755 shares; 2026Q1: 15,707 shares 15,707 $2.66M 0.05% +952 Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,439 shares; 2025Q4: 121,928 shares; 2026Q1: 120,878 shares 120,878 $2.65M 0.05% -1,050 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: 13,613 shares; 2024Q4: 13,963 shares; 2025Q1: 9,821 shares; 2025Q2: 11,521 shares; 2025Q3: 12,261 shares; 2025Q4: 12,064 shares; 2026Q1: 12,143 shares 12,143 $2.64M 0.05% +79 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 8,073 shares; 2025Q1: 7,993 shares; 2025Q2: 7,940 shares; 2025Q3: 11,652 shares; 2025Q4: 13,781 shares; 2026Q1: 12,031 shares 12,031 $2.63M 0.05% -1,750 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: not reported; 2024Q4: 19,235 shares; 2025Q1: 19,326 shares; 2025Q2: 19,334 shares; 2025Q3: 19,557 shares; 2025Q4: 19,513 shares; 2026Q1: 20,843 shares 20,843 $2.62M 0.05% +1,330 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: 21,659 shares; 2024Q4: 21,110 shares; 2025Q1: 29,428 shares; 2025Q2: 33,461 shares; 2025Q3: 50,809 shares; 2025Q4: 39,070 shares; 2026Q1: 36,442 shares 36,442 $2.62M 0.05% -2,628 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,971 shares; 2026Q1: 52,196 shares 52,196 $2.6M 0.05% +11,225 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: 55,129 shares; 2024Q4: 52,922 shares; 2025Q1: 60,814 shares; 2025Q2: 57,378 shares; 2025Q3: 60,919 shares; 2025Q4: 58,987 shares; 2026Q1: 58,687 shares 58,687 $2.59M 0.05% -300 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: 5,924 shares; 2024Q4: 7,504 shares; 2025Q1: 7,059 shares; 2025Q2: 6,930 shares; 2025Q3: 13,533 shares; 2025Q4: 11,713 shares; 2026Q1: 12,031 shares 12,031 $2.57M 0.05% +318 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: 2,849 shares; 2024Q4: 3,250 shares; 2025Q1: 3,279 shares; 2025Q2: 3,243 shares; 2025Q3: 7,247 shares; 2025Q4: 7,482 shares; 2026Q1: 7,214 shares 7,214 $2.57M 0.05% -268 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,979 shares; 2025Q1: 1,286 shares; 2025Q2: 2,075 shares; 2025Q3: 8,511 shares; 2025Q4: 13,870 shares; 2026Q1: 13,029 shares 13,029 $2.57M 0.05% -841 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: 6,146 shares; 2024Q4: 6,442 shares; 2025Q1: 11,555 shares; 2025Q2: 14,198 shares; 2025Q3: 15,033 shares; 2025Q4: 16,159 shares; 2026Q1: 6,553 shares 6,553 $2.56M 0.05% -9,606 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,658 shares; 2026Q1: 112,943 shares 112,943 $2.55M 0.05% +63,285 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,681 shares; 2024Q4: 54,375 shares; 2025Q1: 41,960 shares; 2025Q2: 43,186 shares; 2025Q3: 44,186 shares; 2025Q4: 63,998 shares; 2026Q1: 63,100 shares 63,100 $2.55M 0.05% -898 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 9,228 shares; 2025Q1: 10,692 shares; 2025Q2: 11,024 shares; 2025Q3: 13,298 shares; 2025Q4: 13,714 shares; 2026Q1: 16,174 shares 16,174 $2.54M 0.05% +2,460 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: 9,412 shares; 2024Q4: 9,876 shares; 2025Q1: 11,245 shares; 2025Q2: 14,882 shares; 2025Q3: 17,516 shares; 2025Q4: 17,786 shares; 2026Q1: 17,797 shares 17,797 $2.52M 0.05% +11 Timeline FTHF 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: 69,278 shares; 2026Q1: 67,078 shares 67,078 $2.51M 0.05% -2,200 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,207 shares; 2025Q1: 27,064 shares; 2025Q2: 28,668 shares; 2025Q3: 29,703 shares; 2025Q4: 32,437 shares; 2026Q1: 30,370 shares 30,370 $2.51M 0.05% -2,067 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,509 shares; 2024Q4: 14,191 shares; 2025Q1: 14,287 shares; 2025Q2: 17,920 shares; 2025Q3: 18,703 shares; 2025Q4: 20,537 shares; 2026Q1: 37,110 shares 37,110 $2.49M 0.05% +16,573 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,682 shares 104,682 $2.49M 0.05% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,447 shares; 2024Q4: 24,868 shares; 2025Q1: 21,926 shares; 2025Q2: 21,498 shares; 2025Q3: 22,325 shares; 2025Q4: 21,878 shares; 2026Q1: 22,714 shares 22,714 $2.48M 0.05% +836 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,557 shares; 2025Q4: 78,459 shares; 2026Q1: 90,829 shares 90,829 $2.47M 0.05% +12,370 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 5,235 shares; 2025Q1: 4,188 shares; 2025Q2: 4,101 shares; 2025Q3: 8,825 shares; 2025Q4: 10,184 shares; 2026Q1: 12,438 shares 12,438 $2.47M 0.05% +2,254 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS 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: 19,238 shares; 2025Q3: 20,284 shares; 2025Q4: 20,291 shares; 2026Q1: 19,448 shares 19,448 $2.46M 0.05% -843 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,199 shares; 2024Q4: 110,512 shares; 2025Q1: 25,940 shares; 2025Q2: 18,740 shares; 2025Q3: 29,925 shares; 2025Q4: 38,916 shares; 2026Q1: 45,857 shares 45,857 $2.44M 0.05% +6,941 Timeline XOP 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: 5,011 shares; 2025Q2: 5,070 shares; 2025Q3: 5,455 shares; 2025Q4: 4,855 shares; 2026Q1: 13,408 shares 13,408 $2.44M 0.05% +8,553 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: 45,795 shares; 2024Q4: 58,935 shares; 2025Q1: 75,144 shares; 2025Q2: 119,035 shares; 2025Q3: 128,936 shares; 2025Q4: 130,515 shares; 2026Q1: 126,160 shares 126,160 $2.43M 0.05% -4,355 Timeline IMFL 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: 137,533 shares; 2024Q4: 151,890 shares; 2025Q1: 75,281 shares; 2025Q2: 67,445 shares; 2025Q3: 69,955 shares; 2025Q4: 84,329 shares; 2026Q1: 76,680 shares 76,680 $2.43M 0.05% -7,649 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 142 shares; 2025Q1: 196 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 703 shares; 2026Q1: 717 shares 717 $2.42M 0.05% +14 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 13,609 shares; 2025Q1: 3,384 shares; 2025Q2: 3,370 shares; 2025Q3: 2,848 shares; 2025Q4: 2,632 shares; 2026Q1: 4,401 shares 4,401 $2.42M 0.05% +1,769 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770 shares; 2025Q4: 70,566 shares; 2026Q1: 73,518 shares 73,518 $2.42M 0.05% +2,952 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 6,658 shares; 2025Q1: 6,662 shares; 2025Q2: 7,266 shares; 2025Q3: 18,944 shares; 2025Q4: 24,515 shares; 2026Q1: 29,986 shares 29,986 $2.4M 0.05% +5,471 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 12,606 shares; 2025Q1: 12,918 shares; 2025Q2: 10,617 shares; 2025Q3: 10,083 shares; 2025Q4: 10,057 shares; 2026Q1: 10,413 shares 10,413 $2.4M 0.05% +356 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,718 shares; 2025Q1: 5,423 shares; 2025Q2: 6,562 shares; 2025Q3: 10,588 shares; 2025Q4: 10,127 shares; 2026Q1: 11,384 shares 11,384 $2.37M 0.05% +1,257 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: not reported; 2025Q4: 44,877 shares; 2026Q1: 43,990 shares 43,990 $2.35M 0.05% -887 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: 6,356 shares; 2024Q4: 6,351 shares; 2025Q1: 5,838 shares; 2025Q2: 6,245 shares; 2025Q3: 6,363 shares; 2025Q4: 3,315 shares; 2026Q1: 21,738 shares 21,738 $2.35M 0.05% +18,423 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,627 shares; 2024Q4: 71,161 shares; 2025Q1: not reported; 2025Q2: 7,574 shares; 2025Q3: 96,216 shares; 2025Q4: 78,717 shares; 2026Q1: 63,732 shares 63,732 $2.35M 0.05% -14,985 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 4,267 shares; 2025Q2: 4,100 shares; 2025Q3: 18,799 shares; 2025Q4: 32,614 shares; 2026Q1: 37,250 shares 37,250 $2.34M 0.05% +4,636 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,986 shares; 2024Q4: 34,365 shares; 2025Q1: 33,370 shares; 2025Q2: 30,382 shares; 2025Q3: 40,100 shares; 2025Q4: 35,548 shares; 2026Q1: 46,035 shares 46,035 $2.34M 0.05% +10,487 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,281 shares; 2025Q1: 2,526 shares; 2025Q2: 3,298 shares; 2025Q3: 3,663 shares; 2025Q4: 6,667 shares; 2026Q1: 7,441 shares 7,441 $2.34M 0.05% +774 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,512 shares; 2025Q1: 4,511 shares; 2025Q2: 3,146 shares; 2025Q3: 5,946 shares; 2025Q4: 7,386 shares; 2026Q1: 14,836 shares 14,836 $2.33M 0.05% +7,450 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,714 shares; 2025Q4: 10,383 shares; 2026Q1: 15,030 shares 15,030 $2.33M 0.05% +4,647 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,411 shares; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,928 shares; 2025Q4: 5,140 shares; 2026Q1: 5,695 shares 5,695 $2.32M 0.05% +555 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: 4,283 shares; 2024Q4: 7,513 shares; 2025Q1: 9,128 shares; 2025Q2: 12,016 shares; 2025Q3: 15,919 shares; 2025Q4: 17,822 shares; 2026Q1: 20,688 shares 20,688 $2.32M 0.05% +2,866 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares; 2025Q4: 46,195 shares; 2026Q1: 30,529 shares 30,529 $2.31M 0.05% -15,666 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: 5,319 shares; 2024Q4: 69,205 shares; 2025Q1: 71,207 shares; 2025Q2: 5,770 shares; 2025Q3: 26,308 shares; 2025Q4: 39,242 shares; 2026Q1: 43,783 shares 43,783 $2.3M 0.05% +4,541 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 21,649 shares; 2025Q1: 18,887 shares; 2025Q2: 29,313 shares; 2025Q3: 38,785 shares; 2025Q4: 28,022 shares; 2026Q1: 35,402 shares 35,402 $2.3M 0.05% +7,380 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,003 shares; 2024Q4: 27,454 shares; 2025Q1: 30,648 shares; 2025Q2: 34,584 shares; 2025Q3: 36,479 shares; 2025Q4: 39,354 shares; 2026Q1: 37,235 shares 37,235 $2.3M 0.05% -2,119 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: 9,030 shares; 2024Q4: 8,460 shares; 2025Q1: 17,485 shares; 2025Q2: 19,073 shares; 2025Q3: 18,454 shares; 2025Q4: 17,210 shares; 2026Q1: 17,362 shares 17,362 $2.27M 0.05% +152 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: 5,775 shares; 2024Q4: 6,452 shares; 2025Q1: 10,038 shares; 2025Q2: 6,925 shares; 2025Q3: 9,335 shares; 2025Q4: 11,948 shares; 2026Q1: 12,471 shares 12,471 $2.27M 0.05% +523 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 10,995 shares; 2025Q1: 6,276 shares; 2025Q2: 9,046 shares; 2025Q3: 10,354 shares; 2025Q4: 12,203 shares; 2026Q1: 13,793 shares 13,793 $2.26M 0.05% +1,590 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,570 shares 14,570 $2.26M 0.05% new Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,516 shares 83,516 $2.26M 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 4,736 shares; 2025Q1: 4,113 shares; 2025Q2: 7,090 shares; 2025Q3: 8,279 shares; 2025Q4: 33,410 shares; 2026Q1: 12,364 shares 12,364 $2.26M 0.05% -21,046 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,603 shares; 2024Q4: 17,680 shares; 2025Q1: 17,296 shares; 2025Q2: 21,235 shares; 2025Q3: 20,693 shares; 2025Q4: 21,543 shares; 2026Q1: 22,455 shares 22,455 $2.25M 0.05% +912 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: 98,187 shares; 2025Q4: 100,750 shares; 2026Q1: 94,162 shares 94,162 $2.25M 0.05% -6,588 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,372 shares; 2025Q1: 1,223 shares; 2025Q2: 9,726 shares; 2025Q3: 10,560 shares; 2025Q4: 10,564 shares; 2026Q1: 10,448 shares 10,448 $2.24M 0.04% -116 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,191 shares; 2024Q4: 75,013 shares; 2025Q1: 91,719 shares; 2025Q2: 95,820 shares; 2025Q3: 101,300 shares; 2025Q4: 104,964 shares; 2026Q1: 104,000 shares 104,000 $2.23M 0.04% -964 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,706 shares; 2025Q1: 877 shares; 2025Q2: 1,229 shares; 2025Q3: 4,523 shares; 2025Q4: 5,328 shares; 2026Q1: 5,612 shares 5,612 $2.23M 0.04% +284 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 14,821 shares; 2025Q1: 13,916 shares; 2025Q2: 71,288 shares; 2025Q3: 71,574 shares; 2025Q4: 67,500 shares; 2026Q1: 66,413 shares 66,413 $2.2M 0.04% -1,087 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: 4,837 shares; 2024Q4: 4,808 shares; 2025Q1: 5,212 shares; 2025Q2: 5,129 shares; 2025Q3: 7,847 shares; 2025Q4: 13,160 shares; 2026Q1: 17,608 shares 17,608 $2.2M 0.04% +4,448 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: 5,673 shares; 2024Q4: 8,251 shares; 2025Q1: 8,459 shares; 2025Q2: 9,699 shares; 2025Q3: 11,828 shares; 2025Q4: 10,923 shares; 2026Q1: 11,049 shares 11,049 $2.2M 0.04% +126 Timeline LGOV 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: 83,349 shares; 2026Q1: 101,811 shares 101,811 $2.2M 0.04% +18,462 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 7,975 shares; 2025Q1: 7,153 shares; 2025Q2: 7,292 shares; 2025Q3: 8,191 shares; 2025Q4: 8,213 shares; 2026Q1: 7,503 shares 7,503 $2.19M 0.04% -710 Timeline JAVA 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: 22,956 shares; 2025Q3: 28,998 shares; 2025Q4: 33,099 shares; 2026Q1: 30,326 shares 30,326 $2.18M 0.04% -2,773 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 2,889 shares; 2025Q1: 3,095 shares; 2025Q2: 20,538 shares; 2025Q3: 22,149 shares; 2025Q4: 21,695 shares; 2026Q1: 22,655 shares 22,655 $2.17M 0.04% +960 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: not reported; 2024Q4: 3,716 shares; 2025Q1: 11,979 shares; 2025Q2: 10,535 shares; 2025Q3: 11,254 shares; 2025Q4: 11,566 shares; 2026Q1: 10,280 shares 10,280 $2.17M 0.04% -1,286 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,584 shares; 2025Q1: 17,181 shares; 2025Q2: 17,621 shares; 2025Q3: 14,776 shares; 2025Q4: 41,097 shares; 2026Q1: 45,612 shares 45,612 $2.17M 0.04% +4,515 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: 3,469 shares; 2024Q4: 6,809 shares; 2025Q1: 6,505 shares; 2025Q2: 11,257 shares; 2025Q3: 11,091 shares; 2025Q4: 11,174 shares; 2026Q1: 15,107 shares 15,107 $2.15M 0.04% +3,933 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,709 shares; 2024Q4: 19,006 shares; 2025Q1: 23,637 shares; 2025Q2: 27,380 shares; 2025Q3: 29,242 shares; 2025Q4: 26,883 shares; 2026Q1: 26,092 shares 26,092 $2.15M 0.04% -791 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,526 shares 13,526 $2.15M 0.04% new 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: 19,536 shares; 2024Q4: 25,910 shares; 2025Q1: 26,596 shares; 2025Q2: 20,355 shares; 2025Q3: 14,792 shares; 2025Q4: 18,599 shares; 2026Q1: 18,405 shares 18,405 $2.14M 0.04% -194 Timeline INMU 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: 20,744 shares; 2025Q4: 62,643 shares; 2026Q1: 88,948 shares 88,948 $2.13M 0.04% +26,305 Timeline VSS 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: 17,912 shares; 2024Q4: 19,080 shares; 2025Q1: 14,617 shares; 2025Q2: 14,648 shares; 2025Q3: 15,189 shares; 2025Q4: 16,283 shares; 2026Q1: 14,535 shares 14,535 $2.12M 0.04% -1,748 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,892 shares; 2024Q4: 107,095 shares; 2025Q1: 119,104 shares; 2025Q2: 118,686 shares; 2025Q3: 139,347 shares; 2025Q4: 138,075 shares; 2026Q1: 135,012 shares 135,012 $2.11M 0.04% -3,063 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,512 shares; 2025Q1: 39,074 shares; 2025Q2: 35,433 shares; 2025Q3: 35,176 shares; 2025Q4: 36,768 shares; 2026Q1: 31,924 shares 31,924 $2.09M 0.04% -4,844 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,622 shares; 2025Q1: 5,051 shares; 2025Q2: 42,037 shares; 2025Q3: 40,684 shares; 2025Q4: 38,316 shares; 2026Q1: 36,561 shares 36,561 $2.09M 0.04% -1,755 Timeline VOX 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: 38,469 shares; 2024Q4: 42,882 shares; 2025Q1: 11,643 shares; 2025Q2: 10,681 shares; 2025Q3: 10,883 shares; 2025Q4: 11,100 shares; 2026Q1: 11,510 shares 11,510 $2.07M 0.04% +410 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: 24,884 shares; 2024Q4: 27,572 shares; 2025Q1: 27,568 shares; 2025Q2: 24,618 shares; 2025Q3: 26,292 shares; 2025Q4: 27,896 shares; 2026Q1: 27,777 shares 27,777 $2.07M 0.04% -119 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: 25,503 shares; 2024Q4: 25,284 shares; 2025Q1: 23,102 shares; 2025Q2: 21,428 shares; 2025Q3: 21,617 shares; 2025Q4: 20,822 shares; 2026Q1: 19,503 shares 19,503 $2.07M 0.04% -1,319 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,171 shares 63,171 $2.07M 0.04% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 55,000 shares; 2025Q4: 49,794 shares; 2026Q1: 48,519 shares 48,519 $2.07M 0.04% -1,275 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,696 shares; 2025Q1: 26,719 shares; 2025Q2: 2,839 shares; 2025Q3: 10,370 shares; 2025Q4: 10,466 shares; 2026Q1: 11,001 shares 11,001 $2.05M 0.04% +535 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: 1,457 shares; 2024Q4: 1,424 shares; 2025Q1: 1,112 shares; 2025Q2: 2,775 shares; 2025Q3: 3,038 shares; 2025Q4: 3,084 shares; 2026Q1: 2,772 shares 2,772 $2.05M 0.04% -312 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: 3,546 shares; 2025Q1: 3,241 shares; 2025Q2: 2,357 shares; 2025Q3: 2,505 shares; 2025Q4: 2,772 shares; 2026Q1: 2,110 shares 2,110 $2.03M 0.04% -662 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: 31,008 shares; 2024Q4: 30,066 shares; 2025Q1: 29,851 shares; 2025Q2: 30,307 shares; 2025Q3: 32,326 shares; 2025Q4: 39,626 shares; 2026Q1: 43,125 shares 43,125 $2.03M 0.04% +3,499 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,566 shares; 2024Q4: 113,956 shares; 2025Q1: 118,124 shares; 2025Q2: 118,289 shares; 2025Q3: 118,633 shares; 2025Q4: 110,881 shares; 2026Q1: 110,495 shares 110,495 $2.02M 0.04% -386 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: 34,442 shares; 2024Q4: 36,395 shares; 2025Q1: 36,070 shares; 2025Q2: 35,668 shares; 2025Q3: 34,912 shares; 2025Q4: 39,296 shares; 2026Q1: 38,241 shares 38,241 $2.02M 0.04% -1,055 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 9,776 shares; 2025Q1: 13,754 shares; 2025Q2: 11,533 shares; 2025Q3: 14,354 shares; 2025Q4: 12,516 shares; 2026Q1: 13,350 shares 13,350 $2.01M 0.04% +834 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 23,408 shares; 2025Q1: 27,906 shares; 2025Q2: 25,259 shares; 2025Q3: 29,215 shares; 2025Q4: 42,232 shares; 2026Q1: 41,547 shares 41,547 $2M 0.04% -685 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: 6,003 shares; 2024Q4: 5,820 shares; 2025Q1: 7,010 shares; 2025Q2: 48,698 shares; 2025Q3: 52,671 shares; 2025Q4: 38,343 shares; 2026Q1: 42,396 shares 42,396 $1.97M 0.04% +4,053 Timeline FLJP 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: 9,668 shares; 2025Q4: 13,607 shares; 2026Q1: 54,333 shares 54,333 $1.97M 0.04% +40,726 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: 13,295 shares; 2024Q4: 15,054 shares; 2025Q1: 15,867 shares; 2025Q2: 15,426 shares; 2025Q3: 20,665 shares; 2025Q4: 17,578 shares; 2026Q1: 19,893 shares 19,893 $1.94M 0.04% +2,315 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,401 shares; 2025Q1: 29,393 shares; 2025Q2: 31,293 shares; 2025Q3: 32,470 shares; 2025Q4: 54,285 shares; 2026Q1: 56,372 shares 56,372 $1.94M 0.04% +2,087 Timeline GSST 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: 10,740 shares; 2025Q1: 30,277 shares; 2025Q2: 41,074 shares; 2025Q3: 42,524 shares; 2025Q4: 33,656 shares; 2026Q1: 37,968 shares 37,968 $1.92M 0.04% +4,312 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,252 shares; 2025Q4: 51,053 shares; 2026Q1: 49,215 shares 49,215 $1.9M 0.04% -1,838 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: not reported; 2024Q4: 2,793 shares; 2025Q1: 6,260 shares; 2025Q2: 7,043 shares; 2025Q3: 8,933 shares; 2025Q4: 9,166 shares; 2026Q1: 9,690 shares 9,690 $1.9M 0.04% +524 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,309 shares; 2024Q4: 75,300 shares; 2025Q1: 75,239 shares; 2025Q2: 75,994 shares; 2025Q3: 75,994 shares; 2025Q4: 70,993 shares; 2026Q1: 70,332 shares 70,332 $1.89M 0.04% -661 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,418 shares; 2026Q1: 94,710 shares 94,710 $1.89M 0.04% +6,292 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 1,969 shares; 2025Q1: 1,924 shares; 2025Q2: 1,877 shares; 2025Q3: 2,174 shares; 2025Q4: 2,405 shares; 2026Q1: 1,626 shares 1,626 $1.88M 0.04% -779 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,776 shares; 2024Q4: 15,695 shares; 2025Q1: 21,040 shares; 2025Q2: 22,688 shares; 2025Q3: 26,119 shares; 2025Q4: 26,514 shares; 2026Q1: 32,680 shares 32,680 $1.88M 0.04% +6,166 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,696 shares; 2025Q2: 5,460 shares; 2025Q3: 6,028 shares; 2025Q4: 8,563 shares; 2026Q1: 9,148 shares 9,148 $1.86M 0.04% +585 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,731 shares; 2024Q4: 26,224 shares; 2025Q1: 24,109 shares; 2025Q2: 33,667 shares; 2025Q3: 32,926 shares; 2025Q4: 16,593 shares; 2026Q1: 19,332 shares 19,332 $1.85M 0.04% +2,739 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,241 shares 11,241 $1.85M 0.04% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,628 shares; 2025Q1: 1,391 shares; 2025Q2: 1,736 shares; 2025Q3: 4,543 shares; 2025Q4: 7,077 shares; 2026Q1: 14,146 shares 14,146 $1.84M 0.04% +7,069 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: 11,568 shares; 2024Q4: 11,629 shares; 2025Q1: 10,940 shares; 2025Q2: 10,677 shares; 2025Q3: 17,397 shares; 2025Q4: 22,461 shares; 2026Q1: 18,667 shares 18,667 $1.84M 0.04% -3,794 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 12,547 shares; 2025Q1: 12,164 shares; 2025Q2: 10,326 shares; 2025Q3: 41,169 shares; 2025Q4: 77,352 shares; 2026Q1: 56,935 shares 56,935 $1.82M 0.04% -20,417 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,207 shares 38,207 $1.81M 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 6,687 shares; 2025Q1: 6,386 shares; 2025Q2: 7,291 shares; 2025Q3: 8,965 shares; 2025Q4: 10,670 shares; 2026Q1: 11,133 shares 11,133 $1.81M 0.04% +463 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: 23,546 shares; 2024Q4: 24,393 shares; 2025Q1: 38,944 shares; 2025Q2: 39,711 shares; 2025Q3: 51,072 shares; 2025Q4: 47,600 shares; 2026Q1: 46,213 shares 46,213 $1.8M 0.04% -1,387 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,819 shares; 2025Q1: 5,302 shares; 2025Q2: 3,801 shares; 2025Q3: 6,076 shares; 2025Q4: 8,876 shares; 2026Q1: 10,330 shares 10,330 $1.79M 0.04% +1,454 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: 19,645 shares; 2024Q4: 74,151 shares; 2025Q1: 74,890 shares; 2025Q2: 73,311 shares; 2025Q3: 53,504 shares; 2025Q4: 45,056 shares; 2026Q1: 53,299 shares 53,299 $1.79M 0.04% +8,243 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: 16,665 shares; 2024Q4: 18,070 shares; 2025Q1: 21,650 shares; 2025Q2: 20,841 shares; 2025Q3: 21,791 shares; 2025Q4: 21,258 shares; 2026Q1: 24,532 shares 24,532 $1.78M 0.04% +3,274 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,333 shares; 2025Q1: 7,510 shares; 2025Q2: 7,732 shares; 2025Q3: 9,574 shares; 2025Q4: 8,289 shares; 2026Q1: 8,958 shares 8,958 $1.77M 0.04% +669 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,146 shares; 2025Q1: 1,055 shares; 2025Q2: 6,361 shares; 2025Q3: 6,686 shares; 2025Q4: 7,729 shares; 2026Q1: 7,809 shares 7,809 $1.75M 0.04% +80 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,265 shares; 2024Q4: 61,866 shares; 2025Q1: 48,137 shares; 2025Q2: 52,463 shares; 2025Q3: 53,621 shares; 2025Q4: 55,526 shares; 2026Q1: 60,776 shares 60,776 $1.74M 0.03% +5,250 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,736 shares; 2025Q3: 13,170 shares; 2025Q4: 16,985 shares; 2026Q1: 5,473 shares 5,473 $1.74M 0.03% -11,512 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 9,268 shares; 2025Q1: 11,370 shares; 2025Q2: 11,648 shares; 2025Q3: 13,081 shares; 2025Q4: 11,567 shares; 2026Q1: 11,964 shares 11,964 $1.74M 0.03% +397 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,368 shares 82,368 $1.74M 0.03% new 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: 36,988 shares; 2024Q4: 38,897 shares; 2025Q1: 41,473 shares; 2025Q2: 21,251 shares; 2025Q3: 3,280 shares; 2025Q4: 14,562 shares; 2026Q1: 16,910 shares 16,910 $1.73M 0.03% +2,348 Timeline IBTG ISHARES 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: 9,476 shares; 2025Q4: 68,236 shares; 2026Q1: 75,337 shares 75,337 $1.73M 0.03% +7,101 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,111 shares; 2024Q4: 27,329 shares; 2025Q1: 28,008 shares; 2025Q2: 28,221 shares; 2025Q3: 35,461 shares; 2025Q4: 38,011 shares; 2026Q1: 39,350 shares 39,350 $1.72M 0.03% +1,339 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 16,634 shares; 2025Q3: 21,914 shares; 2025Q4: 29,030 shares; 2026Q1: 34,201 shares 34,201 $1.72M 0.03% +5,171 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,411 shares; 2024Q4: 17,869 shares; 2025Q1: 18,292 shares; 2025Q2: 18,544 shares; 2025Q3: 13,135 shares; 2025Q4: 40,017 shares; 2026Q1: 40,097 shares 40,097 $1.71M 0.03% +80 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,855 shares; 2024Q4: 136,634 shares; 2025Q1: 104,103 shares; 2025Q2: 97,386 shares; 2025Q3: 102,357 shares; 2025Q4: 104,838 shares; 2026Q1: 31,112 shares 31,112 $1.7M 0.03% -73,726 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: 34,785 shares; 2024Q4: 31,596 shares; 2025Q1: 29,119 shares; 2025Q2: 30,670 shares; 2025Q3: 33,549 shares; 2025Q4: 33,095 shares; 2026Q1: 36,523 shares 36,523 $1.7M 0.03% +3,428 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: 44,378 shares; 2024Q4: 45,237 shares; 2025Q1: 44,050 shares; 2025Q2: 38,340 shares; 2025Q3: 34,064 shares; 2025Q4: 22,206 shares; 2026Q1: 22,400 shares 22,400 $1.69M 0.03% +194 Timeline