FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916,117 shares; 2025Q1: 1,303,175 shares; 2025Q2: 1,406,274 shares; 2025Q3: 2,170,408 shares; 2025Q4: 3,627,370 shares; 2026Q1: 5,015,653 shares 5,015,653 $229M 3.93% +1,388,283 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: 345,718 shares; 2024Q4: 1,270,895 shares; 2025Q1: 1,898,774 shares; 2025Q2: 2,267,342 shares; 2025Q3: 2,551,175 shares; 2025Q4: 2,620,501 shares; 2026Q1: 2,755,685 shares 2,755,685 $139M 2.38% +135,184 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: 103,983 shares; 2024Q4: 312,343 shares; 2025Q1: 349,317 shares; 2025Q2: 396,401 shares; 2025Q3: 460,772 shares; 2025Q4: 494,995 shares; 2026Q1: 517,048 shares 517,048 $132M 2.27% +22,053 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857,772 shares; 2024Q4: 1,715,359 shares; 2025Q1: 1,694,483 shares; 2025Q2: 1,598,319 shares; 2025Q3: 1,486,905 shares; 2025Q4: 1,443,831 shares; 2026Q1: 1,385,835 shares 1,385,835 $110M 1.9% -57,996 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: not reported; 2025Q1: 511,520 shares; 2025Q2: 617,908 shares; 2025Q3: 1,196,507 shares; 2025Q4: 1,985,251 shares; 2026Q1: 2,304,807 shares 2,304,807 $107M 1.84% +319,556 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: 32,341 shares; 2024Q4: 46,120 shares; 2025Q1: 59,113 shares; 2025Q2: 120,063 shares; 2025Q3: 119,775 shares; 2025Q4: 151,510 shares; 2026Q1: 157,664 shares 157,664 $104M 1.78% +6,154 Timeline JCPB 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: 192,483 shares; 2025Q2: 812,430 shares; 2025Q3: 1,356,707 shares; 2025Q4: 1,830,324 shares; 2026Q1: 2,186,266 shares 2,186,266 $102M 1.76% +355,942 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: 53,853 shares; 2024Q4: 81,122 shares; 2025Q1: 286,290 shares; 2025Q2: 295,061 shares; 2025Q3: 297,692 shares; 2025Q4: 305,158 shares; 2026Q1: 297,760 shares 297,760 $96.2M 1.65% -7,398 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,194 shares; 2025Q2: 366,892 shares; 2025Q3: 747,746 shares; 2025Q4: 950,070 shares; 2026Q1: 1,222,286 shares 1,222,286 $94.3M 1.62% +272,216 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,012,565 shares; 2025Q3: 1,694,698 shares; 2025Q4: 2,002,000 shares; 2026Q1: 2,362,996 shares 2,362,996 $93.7M 1.61% +360,996 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: 4,009 shares; 2025Q2: 178,558 shares; 2025Q3: 688,269 shares; 2025Q4: 883,392 shares; 2026Q1: 1,111,049 shares 1,111,049 $90.3M 1.55% +227,657 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 288,215 shares; 2025Q1: 368,754 shares; 2025Q2: 853,159 shares; 2025Q3: 1,401,814 shares; 2025Q4: 1,742,797 shares; 2026Q1: 1,996,621 shares 1,996,621 $90.3M 1.55% +253,824 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: 164,798 shares; 2024Q4: 180,484 shares; 2025Q1: 302,519 shares; 2025Q2: 320,704 shares; 2025Q3: 511,164 shares; 2025Q4: 580,779 shares; 2026Q1: 454,044 shares 454,044 $87.5M 1.5% -126,735 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: 31,979 shares; 2024Q4: 103,992 shares; 2025Q1: 144,852 shares; 2025Q2: 148,654 shares; 2025Q3: 199,978 shares; 2025Q4: 208,138 shares; 2026Q1: 226,519 shares 226,519 $83.7M 1.44% +18,381 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: 215,001 shares; 2024Q4: 81,014 shares; 2025Q1: 86,867 shares; 2025Q2: 229,644 shares; 2025Q3: 212,798 shares; 2025Q4: 189,340 shares; 2026Q1: 126,602 shares 126,602 $74M 1.27% -62,738 Timeline LRGF ISHARES 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: 241,441 shares; 2025Q2: 307,221 shares; 2025Q3: 648,941 shares; 2025Q4: 856,823 shares; 2026Q1: 1,051,355 shares 1,051,355 $69.8M 1.2% +194,532 Timeline AVDE 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: 5,405 shares; 2025Q1: 51,731 shares; 2025Q2: 106,261 shares; 2025Q3: 429,746 shares; 2025Q4: 627,461 shares; 2026Q1: 809,026 shares 809,026 $69.7M 1.2% +181,565 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: 808,492 shares; 2024Q4: 876,220 shares; 2025Q1: 1,105,387 shares; 2025Q2: 1,083,566 shares; 2025Q3: 858,560 shares; 2025Q4: 816,194 shares; 2026Q1: 592,856 shares 592,856 $67.9M 1.17% -223,338 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 382,220 shares; 2025Q2: 399,422 shares; 2025Q3: 1,024,830 shares; 2025Q4: 1,027,785 shares; 2026Q1: 1,396,649 shares 1,396,649 $65.5M 1.12% +368,864 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: 8,077 shares; 2024Q4: 360,523 shares; 2025Q1: 26,838 shares; 2025Q2: 220,477 shares; 2025Q3: 222,823 shares; 2025Q4: 256,478 shares; 2026Q1: 286,370 shares 286,370 $60.6M 1.04% +29,892 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,143 shares; 2024Q4: 323,902 shares; 2025Q1: 362,861 shares; 2025Q2: 998,226 shares; 2025Q3: 1,745,879 shares; 2025Q4: 1,832,139 shares; 2026Q1: 2,065,619 shares 2,065,619 $60.1M 1.03% +233,480 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,449 shares; 2025Q2: 68,006 shares; 2025Q3: 360,524 shares; 2025Q4: 505,682 shares; 2026Q1: 733,974 shares 733,974 $55.8M 0.96% +228,292 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 249,511 shares; 2025Q2: 253,723 shares; 2025Q3: 2,208,572 shares; 2025Q4: 2,187,258 shares; 2026Q1: 2,188,851 shares 2,188,851 $55M 0.95% +1,593 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,880 shares; 2025Q2: 55,354 shares; 2025Q3: 1,815,186 shares; 2025Q4: 2,000,358 shares; 2026Q1: 2,088,892 shares 2,088,892 $54M 0.93% +88,534 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 27,134 shares; 2025Q1: 32,274 shares; 2025Q2: 34,639 shares; 2025Q3: 31,731 shares; 2025Q4: 8,517 shares; 2026Q1: 205,625 shares 205,625 $51.3M 0.88% +197,108 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,848 shares; 2024Q4: not reported; 2025Q1: 2,863 shares; 2025Q2: 2,805 shares; 2025Q3: 2,802 shares; 2025Q4: 2,453 shares; 2026Q1: 491,460 shares 491,460 $50M 0.86% +489,007 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 4,648 shares; 2025Q1: 20,110 shares; 2025Q2: 4,461 shares; 2025Q3: 3,576 shares; 2025Q4: 3,426 shares; 2026Q1: 411,838 shares 411,838 $48.9M 0.84% +408,412 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: 26,999 shares; 2024Q4: 155,243 shares; 2025Q1: 156,789 shares; 2025Q2: 155,937 shares; 2025Q3: 155,871 shares; 2025Q4: 158,185 shares; 2026Q1: 163,931 shares 163,931 $48.4M 0.83% +5,746 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: 39,066 shares; 2024Q4: 43,603 shares; 2025Q1: 42,964 shares; 2025Q2: not reported; 2025Q3: 89,757 shares; 2025Q4: 93,480 shares; 2026Q1: 99,473 shares 99,473 $47.6M 0.82% +5,993 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,930 shares; 2024Q4: 1,263,344 shares; 2025Q1: 1,263,756 shares; 2025Q2: 1,278,309 shares; 2025Q3: 1,286,942 shares; 2025Q4: 1,279,661 shares; 2026Q1: 1,278,990 shares 1,278,990 $45.7M 0.79% -671 Timeline DFIS 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: 571,257 shares; 2025Q3: 960,560 shares; 2025Q4: 1,156,097 shares; 2026Q1: 1,262,736 shares 1,262,736 $43.1M 0.74% +106,639 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: 143,784 shares; 2024Q4: 149,373 shares; 2025Q1: 186,723 shares; 2025Q2: 159,946 shares; 2025Q3: 122,094 shares; 2025Q4: 88,126 shares; 2026Q1: 65,799 shares 65,799 $43.1M 0.74% -22,327 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: 33,603 shares; 2024Q4: 52,898 shares; 2025Q1: 65,087 shares; 2025Q2: 74,718 shares; 2025Q3: 151,944 shares; 2025Q4: 133,807 shares; 2026Q1: 135,293 shares 135,293 $40.2M 0.69% +1,486 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 110,267 shares; 2025Q1: 152,398 shares; 2025Q2: 165,720 shares; 2025Q3: 177,961 shares; 2025Q4: 188,377 shares; 2026Q1: 225,035 shares 225,035 $39.5M 0.68% +36,658 Timeline HEWJ ISHARES 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: 383,981 shares; 2025Q4: 390,739 shares; 2026Q1: 679,965 shares 679,965 $39.3M 0.68% +289,226 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253,045 shares; 2025Q2: 290,609 shares; 2025Q3: 1,518,936 shares; 2025Q4: 1,485,850 shares; 2026Q1: 1,529,638 shares 1,529,638 $38.7M 0.66% +43,788 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: 87,671 shares; 2024Q4: 371,387 shares; 2025Q1: 392,219 shares; 2025Q2: 464,347 shares; 2025Q3: 417,575 shares; 2025Q4: 433,974 shares; 2026Q1: 469,791 shares 469,791 $38.7M 0.66% +35,817 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 6,028 shares; 2025Q4: 8,626 shares; 2026Q1: 1,040,532 shares 1,040,532 $38.1M 0.65% +1,031,906 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: 35,054 shares; 2024Q4: 70,861 shares; 2025Q1: 84,198 shares; 2025Q2: 96,208 shares; 2025Q3: 157,242 shares; 2025Q4: 162,103 shares; 2026Q1: 176,427 shares 176,427 $37.2M 0.64% +14,324 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,987 shares; 2024Q4: 316,209 shares; 2025Q1: 316,906 shares; 2025Q2: 316,947 shares; 2025Q3: 316,377 shares; 2025Q4: 295,700 shares; 2026Q1: 300,479 shares 300,479 $36.7M 0.63% +4,779 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: 1,051,464 shares; 2024Q4: 637,869 shares; 2025Q1: 622,991 shares; 2025Q2: 613,825 shares; 2025Q3: 530,231 shares; 2025Q4: 436,684 shares; 2026Q1: 351,679 shares 351,679 $36.3M 0.62% -85,005 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: 366,043 shares; 2025Q4: 456,208 shares; 2026Q1: 468,588 shares 468,588 $36.1M 0.62% +12,380 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: 14,376 shares; 2024Q4: 300,812 shares; 2025Q1: 316,623 shares; 2025Q2: 340,448 shares; 2025Q3: 341,215 shares; 2025Q4: 721,273 shares; 2026Q1: 593,030 shares 593,030 $35M 0.6% -128,243 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: 8,139 shares; 2024Q4: 7,751 shares; 2025Q1: 10,922 shares; 2025Q2: 11,127 shares; 2025Q3: 129,827 shares; 2025Q4: 100,789 shares; 2026Q1: 99,042 shares 99,042 $33.8M 0.58% -1,747 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: 3,977 shares; 2024Q4: 4,293 shares; 2025Q1: 4,589 shares; 2025Q2: 166,815 shares; 2025Q3: 168,282 shares; 2025Q4: 169,455 shares; 2026Q1: 166,650 shares 166,650 $32.8M 0.56% -2,805 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: 864,492 shares; 2024Q4: 896,941 shares; 2025Q1: 900,095 shares; 2025Q2: 798,244 shares; 2025Q3: 721,438 shares; 2025Q4: 658,118 shares; 2026Q1: 490,944 shares 490,944 $30.6M 0.53% -167,174 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256,443 shares; 2026Q1: 582,931 shares 582,931 $29.1M 0.5% +326,488 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,188 shares; 2025Q3: 261,506 shares; 2025Q4: 277,393 shares; 2026Q1: 264,260 shares 264,260 $29.1M 0.5% -13,133 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: 4,531 shares; 2024Q4: 86,929 shares; 2025Q1: 105,250 shares; 2025Q2: 115,180 shares; 2025Q3: 118,958 shares; 2025Q4: 126,494 shares; 2026Q1: 126,268 shares 126,268 $28.8M 0.49% -226 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,855 shares; 2025Q1: 259,109 shares; 2025Q2: 295,679 shares; 2025Q3: 303,375 shares; 2025Q4: 309,567 shares; 2026Q1: 322,088 shares 322,088 $28.4M 0.49% +12,521 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153,141 shares; 2025Q4: 1,179,235 shares; 2026Q1: 1,219,890 shares 1,219,890 $28.3M 0.49% +40,655 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: 11,409 shares; 2024Q4: 16,351 shares; 2025Q1: 419,324 shares; 2025Q2: 409,508 shares; 2025Q3: 417,008 shares; 2025Q4: 438,158 shares; 2026Q1: 425,409 shares 425,409 $27.7M 0.48% -12,749 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: 16,182 shares; 2024Q4: 76,332 shares; 2025Q1: 84,584 shares; 2025Q2: 93,284 shares; 2025Q3: 94,002 shares; 2025Q4: 84,715 shares; 2026Q1: 93,274 shares 93,274 $27.5M 0.47% +8,559 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 6,509 shares; 2025Q1: not reported; 2025Q2: 211,318 shares; 2025Q3: 241,181 shares; 2025Q4: 249,645 shares; 2026Q1: 248,404 shares 248,404 $27M 0.46% -1,241 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,179 shares; 2024Q4: 506,781 shares; 2025Q1: 773,168 shares; 2025Q2: 775,951 shares; 2025Q3: 773,258 shares; 2025Q4: 757,507 shares; 2026Q1: 673,114 shares 673,114 $26.7M 0.46% -84,393 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: 72,791 shares; 2024Q4: 76,139 shares; 2025Q1: 77,478 shares; 2025Q2: 77,392 shares; 2025Q3: 68,824 shares; 2025Q4: 60,876 shares; 2026Q1: 44,265 shares 44,265 $26.7M 0.46% -16,611 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,292 shares; 2025Q1: 31,492 shares; 2025Q2: 69,071 shares; 2025Q3: 91,151 shares; 2025Q4: 95,225 shares; 2026Q1: 110,105 shares 110,105 $26.5M 0.45% +14,880 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: 71,372 shares; 2024Q4: 625,866 shares; 2025Q1: 704,164 shares; 2025Q2: 595,085 shares; 2025Q3: 280,415 shares; 2025Q4: 392,368 shares; 2026Q1: 550,514 shares 550,514 $25.4M 0.44% +158,146 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: 126,883 shares; 2024Q4: 152,030 shares; 2025Q1: 174,051 shares; 2025Q2: 169,212 shares; 2025Q3: 214,303 shares; 2025Q4: 290,563 shares; 2026Q1: 280,748 shares 280,748 $25.2M 0.43% -9,815 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,408 shares; 2024Q4: 628,301 shares; 2025Q1: 629,455 shares; 2025Q2: 602,481 shares; 2025Q3: 625,796 shares; 2025Q4: 568,549 shares; 2026Q1: 543,585 shares 543,585 $24.9M 0.43% -24,964 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: 754,849 shares; 2024Q4: 1,241,472 shares; 2025Q1: 1,306,891 shares; 2025Q2: 836,916 shares; 2025Q3: 812,694 shares; 2025Q4: 453,190 shares; 2026Q1: 439,225 shares 439,225 $24.9M 0.43% -13,965 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,650 shares; 2025Q2: 88,315 shares; 2025Q3: 87,717 shares; 2025Q4: 87,715 shares; 2026Q1: 81,967 shares 81,967 $24.7M 0.42% -5,748 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: 15,904 shares; 2024Q4: 201,005 shares; 2025Q1: 211,643 shares; 2025Q2: 246,018 shares; 2025Q3: 257,199 shares; 2025Q4: 263,265 shares; 2026Q1: 264,504 shares 264,504 $24.6M 0.42% +1,239 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: 238,940 shares; 2025Q2: 334,659 shares; 2025Q3: 518,208 shares; 2025Q4: 630,483 shares; 2026Q1: 706,004 shares 706,004 $24.6M 0.42% +75,521 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: 39,616 shares; 2024Q4: 56,917 shares; 2025Q1: 120,649 shares; 2025Q2: 203,865 shares; 2025Q3: 206,255 shares; 2025Q4: 284,235 shares; 2026Q1: 336,517 shares 336,517 $23.7M 0.41% +52,282 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: 239,135 shares; 2024Q4: 435,539 shares; 2025Q1: 571,447 shares; 2025Q2: 582,280 shares; 2025Q3: 541,825 shares; 2025Q4: 583,032 shares; 2026Q1: 1,031,632 shares 1,031,632 $23.6M 0.4% +448,600 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: not reported; 2024Q4: 59,187 shares; 2025Q1: 82,668 shares; 2025Q2: 216,123 shares; 2025Q3: 188,901 shares; 2025Q4: 210,845 shares; 2026Q1: 229,825 shares 229,825 $23M 0.4% +18,980 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525,144 shares; 2025Q1: 522,473 shares; 2025Q2: 516,593 shares; 2025Q3: 519,303 shares; 2025Q4: 534,308 shares; 2026Q1: 520,866 shares 520,866 $22.7M 0.39% -13,442 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: not reported; 2024Q4: 6,843 shares; 2025Q1: 272,066 shares; 2025Q2: 239,892 shares; 2025Q3: 259,862 shares; 2025Q4: 321,316 shares; 2026Q1: 372,918 shares 372,918 $22.1M 0.38% +51,602 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: not reported; 2024Q4: 193,006 shares; 2025Q1: 142,054 shares; 2025Q2: 245,781 shares; 2025Q3: 467,934 shares; 2025Q4: 409,615 shares; 2026Q1: 440,997 shares 440,997 $22M 0.38% +31,382 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: 25,169 shares; 2024Q4: 576,229 shares; 2025Q1: 193,238 shares; 2025Q2: 231,050 shares; 2025Q3: 294,294 shares; 2025Q4: 374,530 shares; 2026Q1: 717,173 shares 717,173 $21.9M 0.38% +342,643 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,910 shares; 2025Q4: 90,156 shares; 2026Q1: 125,622 shares 125,622 $21.3M 0.37% +35,466 Timeline BKGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454,450 shares; 2025Q4: 462,043 shares; 2026Q1: 471,068 shares 471,068 $20.9M 0.36% +9,025 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611,536 shares; 2025Q1: 638,708 shares; 2025Q2: 685,653 shares; 2025Q3: 692,320 shares; 2025Q4: 724,460 shares; 2026Q1: 553,128 shares 553,128 $20.8M 0.36% -171,332 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: 218,158 shares; 2024Q4: 246,468 shares; 2025Q1: 276,954 shares; 2025Q2: 203,630 shares; 2025Q3: 196,154 shares; 2025Q4: 200,954 shares; 2026Q1: 205,461 shares 205,461 $20.4M 0.35% +4,507 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: 100,273 shares; 2024Q4: 124,580 shares; 2025Q1: 185,791 shares; 2025Q2: 203,003 shares; 2025Q3: 228,358 shares; 2025Q4: 243,185 shares; 2026Q1: 236,624 shares 236,624 $20.1M 0.34% -6,561 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: 64,394 shares; 2024Q4: 111,520 shares; 2025Q1: 116,394 shares; 2025Q2: 116,880 shares; 2025Q3: 118,773 shares; 2025Q4: 119,557 shares; 2026Q1: 123,121 shares 123,121 $19.8M 0.34% +3,564 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: 80,566 shares; 2024Q4: 107,019 shares; 2025Q1: 546,957 shares; 2025Q2: 613,404 shares; 2025Q3: 606,756 shares; 2025Q4: 612,244 shares; 2026Q1: 455,945 shares 455,945 $19.5M 0.34% -156,299 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: 29,407 shares; 2024Q4: 30,450 shares; 2025Q1: 117,792 shares; 2025Q2: 142,251 shares; 2025Q3: 138,883 shares; 2025Q4: 142,008 shares; 2026Q1: 132,584 shares 132,584 $19M 0.33% -9,424 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,252 shares; 2024Q4: 519,912 shares; 2025Q1: 585,648 shares; 2025Q2: 705,285 shares; 2025Q3: 821,996 shares; 2025Q4: 815,858 shares; 2026Q1: 631,578 shares 631,578 $18.9M 0.33% -184,280 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008,078 shares; 2025Q3: 1,032,733 shares; 2025Q4: 946,146 shares; 2026Q1: 838,862 shares 838,862 $18.7M 0.32% -107,284 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,553 shares; 2025Q1: 212,814 shares; 2025Q2: 221,316 shares; 2025Q3: 204,791 shares; 2025Q4: 194,539 shares; 2026Q1: 168,454 shares 168,454 $18.6M 0.32% -26,085 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: 24,275 shares; 2024Q4: 75,679 shares; 2025Q1: 105,431 shares; 2025Q2: 110,586 shares; 2025Q3: 142,077 shares; 2025Q4: 223,815 shares; 2026Q1: 316,925 shares 316,925 $18.6M 0.32% +93,110 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: 50,056 shares; 2024Q4: 67,171 shares; 2025Q1: 78,882 shares; 2025Q2: 167,765 shares; 2025Q3: 160,552 shares; 2025Q4: 168,337 shares; 2026Q1: 192,319 shares 192,319 $18.3M 0.31% +23,982 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804,245 shares; 2025Q1: 828,273 shares; 2025Q2: 814,854 shares; 2025Q3: 833,521 shares; 2025Q4: 826,793 shares; 2026Q1: 804,177 shares 804,177 $17.9M 0.31% -22,616 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: 42,249 shares; 2024Q4: 136,323 shares; 2025Q1: 155,925 shares; 2025Q2: 158,548 shares; 2025Q3: 117,564 shares; 2025Q4: 146,307 shares; 2026Q1: 185,341 shares 185,341 $17.5M 0.3% +39,034 Timeline VONE 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: 92,454 shares; 2024Q4: 95,821 shares; 2025Q1: 96,419 shares; 2025Q2: 97,337 shares; 2025Q3: 96,533 shares; 2025Q4: 95,790 shares; 2026Q1: 58,401 shares 58,401 $17.4M 0.3% -37,389 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222,466 shares; 2025Q1: 224,951 shares; 2025Q2: 245,253 shares; 2025Q3: 248,047 shares; 2025Q4: 252,821 shares; 2026Q1: 268,661 shares 268,661 $17M 0.29% +15,840 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,997 shares; 2026Q1: 217,165 shares 217,165 $16.7M 0.29% -7,832 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,596 shares; 2026Q1: 145,804 shares 145,804 $16.7M 0.29% +17,208 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,752 shares; 2025Q1: 87,647 shares; 2025Q2: 105,341 shares; 2025Q3: 126,347 shares; 2025Q4: 296,009 shares; 2026Q1: 360,481 shares 360,481 $16.6M 0.29% +64,472 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569,122 shares; 2025Q4: 561,987 shares; 2026Q1: 562,920 shares 562,920 $16.5M 0.28% +933 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,285 shares; 2025Q4: 281,684 shares; 2026Q1: 283,876 shares 283,876 $16.4M 0.28% +2,192 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,994 shares; 2026Q1: 111,128 shares 111,128 $16.4M 0.28% -3,866 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: 25,422 shares; 2024Q4: 103,402 shares; 2025Q1: 112,588 shares; 2025Q2: 115,919 shares; 2025Q3: 121,469 shares; 2025Q4: 125,952 shares; 2026Q1: 80,362 shares 80,362 $15.9M 0.27% -45,590 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: 14,910 shares; 2024Q4: 18,993 shares; 2025Q1: 5,895 shares; 2025Q2: 52,902 shares; 2025Q3: 54,324 shares; 2025Q4: 110,288 shares; 2026Q1: 114,325 shares 114,325 $15.4M 0.26% +4,037 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: 30,832 shares; 2024Q4: 29,633 shares; 2025Q1: 34,806 shares; 2025Q2: 126,167 shares; 2025Q3: 116,722 shares; 2025Q4: 122,377 shares; 2026Q1: 121,531 shares 121,531 $15.2M 0.26% -846 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: 38,386 shares; 2024Q4: 536,484 shares; 2025Q1: 512,187 shares; 2025Q2: 478,865 shares; 2025Q3: 389,116 shares; 2025Q4: 305,567 shares; 2026Q1: 301,496 shares 301,496 $15.2M 0.26% -4,071 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,819 shares; 2024Q4: 165,295 shares; 2025Q1: 198,057 shares; 2025Q2: 229,690 shares; 2025Q3: 232,448 shares; 2025Q4: 234,452 shares; 2026Q1: 237,872 shares 237,872 $14.6M 0.25% +3,420 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: 58,014 shares; 2024Q4: 58,614 shares; 2025Q1: 60,248 shares; 2025Q2: 59,879 shares; 2025Q3: 212,469 shares; 2025Q4: 156,103 shares; 2026Q1: 156,959 shares 156,959 $14.5M 0.25% +856 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: 4,044 shares; 2024Q4: 4,886 shares; 2025Q1: 4,921 shares; 2025Q2: 5,327 shares; 2025Q3: 45,591 shares; 2025Q4: 45,476 shares; 2026Q1: 47,475 shares 47,475 $14.3M 0.25% +1,999 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,166 shares; 2024Q4: 103,577 shares; 2025Q1: 146,451 shares; 2025Q2: 295,893 shares; 2025Q3: 247,772 shares; 2025Q4: 248,828 shares; 2026Q1: 278,900 shares 278,900 $14.2M 0.24% +30,072 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 3,537 shares; 2025Q1: 2,946 shares; 2025Q2: not reported; 2025Q3: 136,531 shares; 2025Q4: 139,948 shares; 2026Q1: 145,358 shares 145,358 $14M 0.24% +5,410 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,724 shares; 2025Q3: 208,279 shares; 2025Q4: 224,893 shares; 2026Q1: 248,014 shares 248,014 $14M 0.24% +23,121 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: 7,966 shares; 2024Q4: 10,461 shares; 2025Q1: 11,793 shares; 2025Q2: 15,683 shares; 2025Q3: 12,359 shares; 2025Q4: 13,087 shares; 2026Q1: 14,617 shares 14,617 $14M 0.24% +1,530 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: 28,605 shares; 2024Q4: 65,705 shares; 2025Q1: 70,593 shares; 2025Q2: 107,991 shares; 2025Q3: 97,410 shares; 2025Q4: 131,883 shares; 2026Q1: 185,208 shares 185,208 $13.9M 0.24% +53,325 Timeline JMTG 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: 272,786 shares; 2025Q3: 275,942 shares; 2025Q4: 277,267 shares; 2026Q1: 273,763 shares 273,763 $13.9M 0.24% -3,504 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,202 shares; 2025Q1: 321,105 shares; 2025Q2: 314,760 shares; 2025Q3: 321,482 shares; 2025Q4: 323,563 shares; 2026Q1: 320,077 shares 320,077 $13.8M 0.24% -3,486 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: 5,382 shares; 2024Q4: 5,119 shares; 2025Q1: 123,334 shares; 2025Q2: 130,373 shares; 2025Q3: 131,352 shares; 2025Q4: 133,937 shares; 2026Q1: 136,864 shares 136,864 $13.5M 0.23% +2,927 Timeline QJUN 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: 425,599 shares; 2025Q4: 430,531 shares; 2026Q1: 420,036 shares 420,036 $13.2M 0.23% -10,495 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269,124 shares; 2025Q3: 267,358 shares; 2025Q4: 267,126 shares; 2026Q1: 279,941 shares 279,941 $13.2M 0.23% +12,815 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,163 shares; 2025Q3: 240,047 shares; 2025Q4: 241,850 shares; 2026Q1: 247,990 shares 247,990 $13.2M 0.23% +6,140 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,663 shares; 2025Q2: 113,862 shares; 2025Q3: 194,360 shares; 2025Q4: 198,595 shares; 2026Q1: 197,758 shares 197,758 $12.8M 0.22% -837 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,801 shares; 2025Q1: 140,760 shares; 2025Q2: 278,607 shares; 2025Q3: 312,167 shares; 2025Q4: 343,014 shares; 2026Q1: 377,783 shares 377,783 $12.8M 0.22% +34,769 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: 5,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,064 shares; 2025Q4: 266,402 shares; 2026Q1: 270,402 shares 270,402 $12.7M 0.22% +4,000 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: 42,355 shares; 2025Q2: 49,093 shares; 2025Q3: 51,496 shares; 2025Q4: 175,246 shares; 2026Q1: 175,343 shares 175,343 $12.5M 0.22% +97 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: 36,557 shares; 2024Q4: 382,413 shares; 2025Q1: 383,139 shares; 2025Q2: 383,952 shares; 2025Q3: 391,130 shares; 2025Q4: 396,809 shares; 2026Q1: 379,413 shares 379,413 $12.5M 0.21% -17,396 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 7,408 shares; 2025Q1: 7,908 shares; 2025Q2: 8,537 shares; 2025Q3: 12,008 shares; 2025Q4: 11,738 shares; 2026Q1: 12,424 shares 12,424 $12.4M 0.21% +686 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: 145,350 shares; 2024Q4: 117,855 shares; 2025Q1: 697,173 shares; 2025Q2: 181,429 shares; 2025Q3: 174,463 shares; 2025Q4: 113,081 shares; 2026Q1: 133,195 shares 133,195 $12.2M 0.21% +20,114 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: 24,242 shares; 2024Q4: 31,204 shares; 2025Q1: 40,596 shares; 2025Q2: 39,814 shares; 2025Q3: 44,105 shares; 2025Q4: 47,862 shares; 2026Q1: 49,772 shares 49,772 $12.2M 0.21% +1,910 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,420 shares; 2024Q4: 357,056 shares; 2025Q1: 340,606 shares; 2025Q2: 340,583 shares; 2025Q3: 337,659 shares; 2025Q4: 324,249 shares; 2026Q1: 282,349 shares 282,349 $12M 0.21% -41,900 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: 29,115 shares; 2024Q4: 48,264 shares; 2025Q1: 52,808 shares; 2025Q2: 54,388 shares; 2025Q3: 52,768 shares; 2025Q4: 55,007 shares; 2026Q1: 55,617 shares 55,617 $12M 0.21% +610 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,907 shares; 2024Q4: 31,199 shares; 2025Q1: 32,279 shares; 2025Q2: 32,689 shares; 2025Q3: 243,512 shares; 2025Q4: 241,243 shares; 2026Q1: 110,492 shares 110,492 $11.9M 0.2% -130,751 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: 8,695 shares; 2024Q4: 9,486 shares; 2025Q1: 15,043 shares; 2025Q2: 20,500 shares; 2025Q3: 24,951 shares; 2025Q4: 28,073 shares; 2026Q1: 31,057 shares 31,057 $11.8M 0.2% +2,984 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968,662 shares; 2025Q1: 1,074,754 shares; 2025Q2: 1,095,569 shares; 2025Q3: 1,081,258 shares; 2025Q4: 1,051,555 shares; 2026Q1: 1,026,680 shares 1,026,680 $11.8M 0.2% -24,875 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: 5,384 shares; 2024Q4: 6,533 shares; 2025Q1: 8,537 shares; 2025Q2: 11,171 shares; 2025Q3: 14,946 shares; 2025Q4: 18,851 shares; 2026Q1: 20,077 shares 20,077 $11.6M 0.2% +1,226 Timeline ICOW 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: 147,245 shares; 2024Q4: 302,536 shares; 2025Q1: 327,914 shares; 2025Q2: 335,184 shares; 2025Q3: 333,465 shares; 2025Q4: 315,434 shares; 2026Q1: 256,817 shares 256,817 $11M 0.19% -58,617 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: 7,554 shares; 2024Q4: 108,368 shares; 2025Q1: 121,269 shares; 2025Q2: 123,323 shares; 2025Q3: 180,428 shares; 2025Q4: 209,340 shares; 2026Q1: 207,454 shares 207,454 $10.8M 0.18% -1,886 Timeline SCHY 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: 131,889 shares; 2024Q4: 139,055 shares; 2025Q1: 147,635 shares; 2025Q2: 145,186 shares; 2025Q3: 233,842 shares; 2025Q4: 323,633 shares; 2026Q1: 335,129 shares 335,129 $10.6M 0.18% +11,496 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 3,950 shares; 2025Q1: 3,804 shares; 2025Q2: 6,485 shares; 2025Q3: 7,379 shares; 2025Q4: 3,866 shares; 2026Q1: 112,332 shares 112,332 $10.6M 0.18% +108,466 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393,045 shares; 2025Q4: 399,906 shares; 2026Q1: 411,985 shares 411,985 $10.5M 0.18% +12,079 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: 39,613 shares; 2024Q4: 53,968 shares; 2025Q1: 62,202 shares; 2025Q2: 67,782 shares; 2025Q3: 68,677 shares; 2025Q4: 72,209 shares; 2026Q1: 83,316 shares 83,316 $10.4M 0.18% +11,107 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 7,600 shares; 2025Q2: 58,705 shares; 2025Q3: 59,027 shares; 2025Q4: 60,597 shares; 2026Q1: 60,466 shares 60,466 $10.1M 0.17% -131 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: 8,214 shares; 2024Q4: 11,454 shares; 2025Q1: 102,776 shares; 2025Q2: 109,018 shares; 2025Q3: 108,602 shares; 2025Q4: 116,057 shares; 2026Q1: 108,405 shares 108,405 $9.96M 0.17% -7,652 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: 2,124 shares; 2024Q4: 27,179 shares; 2025Q1: 48,176 shares; 2025Q2: 50,284 shares; 2025Q3: 49,608 shares; 2025Q4: 49,477 shares; 2026Q1: 46,029 shares 46,029 $9.93M 0.17% -3,448 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,431 shares; 2025Q1: 245,708 shares; 2025Q2: 343,771 shares; 2025Q3: 379,284 shares; 2025Q4: 403,810 shares; 2026Q1: 411,059 shares 411,059 $9.7M 0.17% +7,249 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,699 shares; 2026Q1: 565,792 shares 565,792 $9.4M 0.16% +104,093 Timeline REGL 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: 42,225 shares; 2024Q4: 57,166 shares; 2025Q1: 59,074 shares; 2025Q2: 63,315 shares; 2025Q3: 77,207 shares; 2025Q4: 96,194 shares; 2026Q1: 107,502 shares 107,502 $9.33M 0.16% +11,308 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: not reported; 2024Q4: 30,638 shares; 2025Q1: 37,638 shares; 2025Q2: 37,627 shares; 2025Q3: 36,525 shares; 2025Q4: 38,740 shares; 2026Q1: 44,857 shares 44,857 $9.3M 0.16% +6,117 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: 6,772 shares; 2024Q4: 41,412 shares; 2025Q1: 43,378 shares; 2025Q2: 45,745 shares; 2025Q3: 46,136 shares; 2025Q4: 47,347 shares; 2026Q1: 47,692 shares 47,692 $9.29M 0.16% +345 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: 43,695 shares; 2024Q4: 56,146 shares; 2025Q1: 64,626 shares; 2025Q2: 61,101 shares; 2025Q3: 61,013 shares; 2025Q4: 62,479 shares; 2026Q1: 64,412 shares 64,412 $9.28M 0.16% +1,933 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,624 shares 181,624 $9M 0.15% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 35,108 shares; 2025Q1: 29,088 shares; 2025Q2: 29,159 shares; 2025Q3: 7,074 shares; 2025Q4: 5,521 shares; 2026Q1: 78,617 shares 78,617 $8.94M 0.15% +73,096 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: not reported; 2024Q4: 68,314 shares; 2025Q1: 85,576 shares; 2025Q2: 85,796 shares; 2025Q3: 86,837 shares; 2025Q4: 86,858 shares; 2026Q1: 83,340 shares 83,340 $8.7M 0.15% -3,518 Timeline BSJT 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: 355,560 shares; 2025Q3: 390,963 shares; 2025Q4: 406,333 shares; 2026Q1: 408,896 shares 408,896 $8.62M 0.15% +2,563 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,169 shares; 2025Q1: 5,491 shares; 2025Q2: 101,714 shares; 2025Q3: 99,891 shares; 2025Q4: 98,841 shares; 2026Q1: 98,085 shares 98,085 $8.59M 0.15% -756 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: 33,191 shares; 2024Q4: 58,703 shares; 2025Q1: 96,023 shares; 2025Q2: 96,294 shares; 2025Q3: 103,021 shares; 2025Q4: 109,257 shares; 2026Q1: 110,242 shares 110,242 $8.59M 0.15% +985 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,547 shares; 2025Q2: 109,851 shares; 2025Q3: 110,389 shares; 2025Q4: 112,938 shares; 2026Q1: 109,103 shares 109,103 $8.51M 0.15% -3,835 Timeline BSCV 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: 518,421 shares; 2025Q3: 522,239 shares; 2025Q4: 537,300 shares; 2026Q1: 516,916 shares 516,916 $8.51M 0.15% -20,384 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 160,238 shares; 2025Q1: 207,728 shares; 2025Q2: 5,019 shares; 2025Q3: 17,782 shares; 2025Q4: 17,540 shares; 2026Q1: 18,225 shares 18,225 $8.48M 0.15% +685 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,816 shares; 2025Q1: 30,123 shares; 2025Q2: 42,030 shares; 2025Q3: 41,082 shares; 2025Q4: 41,578 shares; 2026Q1: 41,791 shares 41,791 $8.46M 0.15% +213 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: 34,152 shares; 2025Q3: 98,146 shares; 2025Q4: 162,139 shares; 2026Q1: 246,223 shares 246,223 $8.39M 0.14% +84,084 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537,859 shares; 2025Q1: 540,330 shares; 2025Q2: 514,049 shares; 2025Q3: 508,809 shares; 2025Q4: 503,557 shares; 2026Q1: 491,970 shares 491,970 $8.35M 0.14% -11,587 Timeline EELV 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: 293,696 shares 293,696 $8.28M 0.14% new 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: 379,595 shares; 2024Q4: 383,810 shares; 2025Q1: 389,776 shares; 2025Q2: 374,254 shares; 2025Q3: 315,659 shares; 2025Q4: 270,841 shares; 2026Q1: 184,120 shares 184,120 $8.27M 0.14% -86,721 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: 20,951 shares; 2024Q4: 21,884 shares; 2025Q1: 21,139 shares; 2025Q2: 20,567 shares; 2025Q3: 21,436 shares; 2025Q4: 22,377 shares; 2026Q1: 26,044 shares 26,044 $8.16M 0.14% +3,667 Timeline FXR 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: 96,570 shares; 2025Q1: 96,486 shares; 2025Q2: 95,393 shares; 2025Q3: 95,342 shares; 2025Q4: 97,316 shares; 2026Q1: 96,688 shares 96,688 $7.98M 0.14% -628 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,123 shares; 2025Q1: 28,526 shares; 2025Q2: 134,650 shares; 2025Q3: 116,246 shares; 2025Q4: 112,530 shares; 2026Q1: 112,302 shares 112,302 $7.96M 0.14% -228 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: 3,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,350 shares 100,350 $7.93M 0.14% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,892 shares; 2025Q1: 7,735 shares; 2025Q2: 7,701 shares; 2025Q3: 8,375 shares; 2025Q4: 21,921 shares; 2026Q1: 31,785 shares 31,785 $7.8M 0.13% +9,864 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: 12,395 shares; 2024Q4: 99,574 shares; 2025Q1: 139,724 shares; 2025Q2: 142,381 shares; 2025Q3: 143,143 shares; 2025Q4: 146,080 shares; 2026Q1: 141,954 shares 141,954 $7.7M 0.13% -4,126 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: 4,836 shares; 2024Q4: 5,198 shares; 2025Q1: 6,956 shares; 2025Q2: 82,416 shares; 2025Q3: 80,953 shares; 2025Q4: 84,893 shares; 2026Q1: 84,590 shares 84,590 $7.53M 0.13% -303 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: 76,452 shares; 2025Q3: 82,820 shares; 2025Q4: 131,411 shares; 2026Q1: 199,918 shares 199,918 $7.33M 0.13% +68,507 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: 6,613 shares; 2024Q4: 8,810 shares; 2025Q1: 10,214 shares; 2025Q2: 17,102 shares; 2025Q3: 17,445 shares; 2025Q4: 17,537 shares; 2026Q1: 16,644 shares 16,644 $7.29M 0.13% -893 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,690 shares; 2025Q1: 18,973 shares; 2025Q2: 19,378 shares; 2025Q3: 19,095 shares; 2025Q4: 21,035 shares; 2026Q1: 19,626 shares 19,626 $7.22M 0.12% -1,409 Timeline BSCX 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: 298,864 shares; 2025Q3: 306,821 shares; 2025Q4: 332,563 shares; 2026Q1: 337,138 shares 337,138 $7.14M 0.12% +4,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190,962 shares; 2025Q3: 187,331 shares; 2025Q4: 191,215 shares; 2026Q1: 192,332 shares 192,332 $7.06M 0.12% +1,117 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: not reported; 2024Q4: not reported; 2025Q1: 95,625 shares; 2025Q2: 99,904 shares; 2025Q3: 99,571 shares; 2025Q4: 97,614 shares; 2026Q1: 91,494 shares 91,494 $6.96M 0.12% -6,120 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,724 shares; 2024Q4: 169,568 shares; 2025Q1: 173,215 shares; 2025Q2: 167,764 shares; 2025Q3: 149,475 shares; 2025Q4: 126,543 shares; 2026Q1: 85,747 shares 85,747 $6.94M 0.12% -40,796 Timeline BSCW 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: 295,401 shares; 2025Q3: 303,075 shares; 2025Q4: 331,313 shares; 2026Q1: 334,383 shares 334,383 $6.89M 0.12% +3,070 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 284,405 shares; 2025Q3: 275,451 shares; 2025Q4: 190,353 shares; 2026Q1: 180,453 shares 180,453 $6.8M 0.12% -9,900 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,539 shares; 2025Q2: 107,905 shares; 2025Q3: 109,068 shares; 2025Q4: 108,742 shares; 2026Q1: 108,410 shares 108,410 $6.63M 0.11% -332 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: 3,010 shares; 2024Q4: 7,548 shares; 2025Q1: 17,057 shares; 2025Q2: 17,473 shares; 2025Q3: 17,652 shares; 2025Q4: 18,404 shares; 2026Q1: 18,703 shares 18,703 $6.62M 0.11% +299 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,183 shares; 2025Q1: 57,334 shares; 2025Q2: 137,539 shares; 2025Q3: 103,056 shares; 2025Q4: 95,417 shares; 2026Q1: 91,988 shares 91,988 $6.46M 0.11% -3,429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,730 shares 134,730 $6.38M 0.11% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,933 shares; 2025Q3: 355,360 shares; 2025Q4: 376,925 shares; 2026Q1: 374,410 shares 374,410 $6.26M 0.11% -2,515 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,504 shares; 2025Q1: 123,725 shares; 2025Q2: 165,900 shares; 2025Q3: 183,243 shares; 2025Q4: 214,210 shares; 2026Q1: 258,026 shares 258,026 $6.23M 0.11% +43,816 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,241 shares; 2024Q4: 87,395 shares; 2025Q1: 123,480 shares; 2025Q2: 165,711 shares; 2025Q3: 183,683 shares; 2025Q4: 214,311 shares; 2026Q1: 257,844 shares 257,844 $6.23M 0.11% +43,533 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,716 shares; 2026Q1: 245,295 shares 245,295 $6.19M 0.11% +42,579 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 37,404 shares; 2025Q1: 53,832 shares; 2025Q2: 73,767 shares; 2025Q3: 108,090 shares; 2025Q4: 135,918 shares; 2026Q1: 149,246 shares 149,246 $6.03M 0.1% +13,328 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,347 shares; 2025Q3: 239,064 shares; 2025Q4: 259,964 shares; 2026Q1: 268,330 shares 268,330 $6.01M 0.1% +8,366 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,575 shares 119,575 $5.98M 0.1% new Timeline DFEM 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: 171,995 shares; 2025Q3: 173,582 shares; 2025Q4: 172,070 shares; 2026Q1: 169,612 shares 169,612 $5.9M 0.1% -2,458 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,157 shares; 2025Q4: 186,644 shares; 2026Q1: 186,150 shares 186,150 $5.82M 0.1% -494 Timeline YSEP 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: 142,008 shares; 2026Q1: 217,773 shares 217,773 $5.75M 0.1% +75,765 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: 12,043 shares; 2024Q4: 14,128 shares; 2025Q1: 14,537 shares; 2025Q2: 15,057 shares; 2025Q3: 15,596 shares; 2025Q4: 15,351 shares; 2026Q1: 17,279 shares 17,279 $5.69M 0.1% +1,928 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: 135,317 shares 135,317 $5.65M 0.1% new 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: 9,540 shares; 2024Q4: 14,837 shares; 2025Q1: 17,477 shares; 2025Q2: 18,696 shares; 2025Q3: 19,045 shares; 2025Q4: 19,631 shares; 2026Q1: 23,176 shares 23,176 $5.63M 0.1% +3,545 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261,595 shares; 2025Q3: 268,217 shares; 2025Q4: 287,651 shares; 2026Q1: 284,807 shares 284,807 $5.56M 0.1% -2,844 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: 1,425 shares; 2024Q4: 5,617 shares; 2025Q1: 16,978 shares; 2025Q2: 17,767 shares; 2025Q3: 16,928 shares; 2025Q4: 21,624 shares; 2026Q1: 21,085 shares 21,085 $5.55M 0.1% -539 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: 164,777 shares 164,777 $5.55M 0.1% new Timeline FIW 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: 43,309 shares; 2025Q3: 43,758 shares; 2025Q4: 45,230 shares; 2026Q1: 52,435 shares 52,435 $5.46M 0.09% +7,205 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: 5,386 shares; 2024Q4: 13,099 shares; 2025Q1: 16,366 shares; 2025Q2: 26,998 shares; 2025Q3: 27,117 shares; 2025Q4: 27,515 shares; 2026Q1: 27,771 shares 27,771 $5.45M 0.09% +256 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: not reported; 2024Q4: 63,152 shares; 2025Q1: 62,424 shares; 2025Q2: 63,207 shares; 2025Q3: 60,880 shares; 2025Q4: 60,591 shares; 2026Q1: 63,750 shares 63,750 $5.44M 0.09% +3,159 Timeline WTV 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: 68,827 shares; 2024Q4: 62,201 shares; 2025Q1: 62,514 shares; 2025Q2: 65,876 shares; 2025Q3: 68,843 shares; 2025Q4: 65,212 shares; 2026Q1: 57,220 shares 57,220 $5.4M 0.09% -7,992 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,697 shares; 2025Q3: 32,126 shares; 2025Q4: 96,025 shares; 2026Q1: 109,500 shares 109,500 $5.39M 0.09% +13,475 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,219 shares; 2025Q3: 46,562 shares; 2025Q4: 76,300 shares; 2026Q1: 94,025 shares 94,025 $5.01M 0.09% +17,725 Timeline CVLC 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: 21,526 shares; 2025Q3: 22,568 shares; 2025Q4: 28,142 shares; 2026Q1: 61,965 shares 61,965 $5M 0.09% +33,823 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,128 shares; 2025Q4: 114,051 shares; 2026Q1: 110,072 shares 110,072 $4.96M 0.09% -3,979 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: 19,511 shares; 2024Q4: 36,020 shares; 2025Q1: 97,874 shares; 2025Q2: 97,998 shares; 2025Q3: 100,317 shares; 2025Q4: 60,080 shares; 2026Q1: 106,089 shares 106,089 $4.92M 0.08% +46,009 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: 30,449 shares; 2024Q4: 33,061 shares; 2025Q1: 32,189 shares; 2025Q2: 33,590 shares; 2025Q3: 29,966 shares; 2025Q4: 27,573 shares; 2026Q1: 25,390 shares 25,390 $4.89M 0.08% -2,183 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: not reported; 2024Q4: 37,753 shares; 2025Q1: 34,781 shares; 2025Q2: 34,508 shares; 2025Q3: 35,189 shares; 2025Q4: 36,694 shares; 2026Q1: 36,156 shares 36,156 $4.82M 0.08% -538 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: 8,189 shares; 2024Q4: 12,200 shares; 2025Q1: 22,201 shares; 2025Q2: 20,887 shares; 2025Q3: 33,675 shares; 2025Q4: 34,677 shares; 2026Q1: 39,645 shares 39,645 $4.79M 0.08% +4,968 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,141 shares; 2024Q4: 56,196 shares; 2025Q1: 54,166 shares; 2025Q2: 55,057 shares; 2025Q3: 51,572 shares; 2025Q4: 51,508 shares; 2026Q1: 49,541 shares 49,541 $4.78M 0.08% -1,967 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: 39,179 shares; 2024Q4: 43,221 shares; 2025Q1: 49,897 shares; 2025Q2: 57,946 shares; 2025Q3: 75,454 shares; 2025Q4: 84,732 shares; 2026Q1: 94,787 shares 94,787 $4.68M 0.08% +10,055 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: 5,068 shares; 2024Q4: 8,388 shares; 2025Q1: 12,234 shares; 2025Q2: 12,677 shares; 2025Q3: 13,766 shares; 2025Q4: 14,753 shares; 2026Q1: 15,284 shares 15,284 $4.56M 0.08% +531 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,229 shares; 2025Q2: 57,244 shares; 2025Q3: 56,675 shares; 2025Q4: 56,426 shares; 2026Q1: 46,741 shares 46,741 $4.55M 0.08% -9,685 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: 9,645 shares; 2024Q4: 40,271 shares; 2025Q1: 44,879 shares; 2025Q2: 51,768 shares; 2025Q3: 50,562 shares; 2025Q4: 45,445 shares; 2026Q1: 43,960 shares 43,960 $4.5M 0.08% -1,485 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: 30,302 shares; 2025Q3: 31,774 shares; 2025Q4: 34,607 shares; 2026Q1: 60,709 shares 60,709 $4.49M 0.08% +26,102 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,643 shares; 2025Q4: 91,736 shares; 2026Q1: 93,796 shares 93,796 $4.45M 0.08% +2,060 Timeline ACVU 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: 148,630 shares; 2025Q3: 156,868 shares; 2025Q4: 160,838 shares; 2026Q1: 160,085 shares 160,085 $4.39M 0.08% -753 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 65,987 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.3M 0.07% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,525 shares; 2024Q4: 704,240 shares; 2025Q1: 35,943 shares; 2025Q2: 54,888 shares; 2025Q3: 40,157 shares; 2025Q4: 41,321 shares; 2026Q1: 45,041 shares 45,041 $4.27M 0.07% +3,720 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: 11,490 shares; 2024Q4: 11,665 shares; 2025Q1: 12,370 shares; 2025Q2: 12,538 shares; 2025Q3: 12,739 shares; 2025Q4: 13,556 shares; 2026Q1: 14,170 shares 14,170 $4.21M 0.07% +614 Timeline BSCY 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: 18,465 shares; 2025Q4: 118,448 shares; 2026Q1: 200,676 shares 200,676 $4.16M 0.07% +82,228 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,531 shares; 2025Q1: 104,029 shares; 2025Q2: 73,705 shares; 2025Q3: 69,342 shares; 2025Q4: 80,031 shares; 2026Q1: 73,316 shares 73,316 $4.14M 0.07% -6,715 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: not reported; 2024Q4: 2,354 shares; 2025Q1: 2,807 shares; 2025Q2: 2,884 shares; 2025Q3: 2,918 shares; 2025Q4: 3,027 shares; 2026Q1: 3,029 shares 3,029 $4.12M 0.07% +2 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,838 shares; 2025Q2: 50,786 shares; 2025Q3: 49,763 shares; 2025Q4: 49,239 shares; 2026Q1: 45,492 shares 45,492 $4.08M 0.07% -3,747 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: 23,503 shares; 2024Q4: 98,317 shares; 2025Q1: 99,495 shares; 2025Q2: 117,380 shares; 2025Q3: 55,407 shares; 2025Q4: 42,083 shares; 2026Q1: 39,526 shares 39,526 $4.05M 0.07% -2,557 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: 8,847 shares; 2024Q4: 9,907 shares; 2025Q1: 10,217 shares; 2025Q2: 10,225 shares; 2025Q3: 10,308 shares; 2025Q4: 5,335 shares; 2026Q1: 5,507 shares 5,507 $4.02M 0.07% +172 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: 17,561 shares; 2024Q4: 34,515 shares; 2025Q1: 31,565 shares; 2025Q2: 70,577 shares; 2025Q3: 66,574 shares; 2025Q4: 71,529 shares; 2026Q1: 79,953 shares 79,953 $3.99M 0.07% +8,424 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,003 shares; 2024Q4: 22,300 shares; 2025Q1: 24,490 shares; 2025Q2: 25,287 shares; 2025Q3: 25,345 shares; 2025Q4: 25,647 shares; 2026Q1: 25,268 shares 25,268 $3.97M 0.07% -379 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: 14,640 shares; 2024Q4: 16,899 shares; 2025Q1: 17,656 shares; 2025Q2: 18,738 shares; 2025Q3: 20,140 shares; 2025Q4: 23,188 shares; 2026Q1: 25,159 shares 25,159 $3.96M 0.07% +1,971 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: 850,234 shares; 2024Q4: 8,339 shares; 2025Q1: 31,589 shares; 2025Q2: 730,429 shares; 2025Q3: 487,087 shares; 2025Q4: 399,287 shares; 2026Q1: 40,135 shares 40,135 $3.96M 0.07% -359,152 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: 5,482 shares; 2024Q4: 14,469 shares; 2025Q1: 22,611 shares; 2025Q2: 22,259 shares; 2025Q3: 22,651 shares; 2025Q4: 23,146 shares; 2026Q1: 27,011 shares 27,011 $3.92M 0.07% +3,865 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,171 shares; 2026Q1: 58,236 shares 58,236 $3.92M 0.07% +32,065 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: 30,608 shares; 2024Q4: 34,403 shares; 2025Q1: 39,120 shares; 2025Q2: 44,653 shares; 2025Q3: 43,536 shares; 2025Q4: 46,480 shares; 2026Q1: 51,445 shares 51,445 $3.91M 0.07% +4,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,994 shares; 2025Q3: 29,990 shares; 2025Q4: 30,799 shares; 2026Q1: 29,291 shares 29,291 $3.9M 0.07% -1,508 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,056 shares; 2025Q2: 89,786 shares; 2025Q3: 88,385 shares; 2025Q4: 90,278 shares; 2026Q1: 81,595 shares 81,595 $3.84M 0.07% -8,683 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: 8,443 shares; 2024Q4: 10,136 shares; 2025Q1: 10,220 shares; 2025Q2: 10,075 shares; 2025Q3: 10,200 shares; 2025Q4: 10,510 shares; 2026Q1: 12,384 shares 12,384 $3.81M 0.07% +1,874 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,823 shares; 2024Q4: 157,733 shares; 2025Q1: 159,125 shares; 2025Q2: 152,550 shares; 2025Q3: 126,683 shares; 2025Q4: 106,370 shares; 2026Q1: 69,422 shares 69,422 $3.8M 0.07% -36,948 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 82,086 shares; 2026Q1: 89,147 shares 89,147 $3.8M 0.07% +7,061 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,317 shares; 2025Q3: 70,395 shares; 2025Q4: 67,470 shares; 2026Q1: 60,666 shares 60,666 $3.78M 0.06% -6,804 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,160 shares; 2025Q3: 73,916 shares; 2025Q4: 73,771 shares; 2026Q1: 78,568 shares 78,568 $3.75M 0.06% +4,797 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,223 shares; 2024Q4: 117,428 shares; 2025Q1: 118,141 shares; 2025Q2: 116,089 shares; 2025Q3: 111,261 shares; 2025Q4: 105,207 shares; 2026Q1: 100,324 shares 100,324 $3.74M 0.06% -4,883 Timeline DMXF ISHARES 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: 19,646 shares; 2025Q2: 18,055 shares; 2025Q3: 20,305 shares; 2025Q4: 28,841 shares; 2026Q1: 47,067 shares 47,067 $3.61M 0.06% +18,226 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,371 shares; 2025Q1: 151,233 shares; 2025Q2: 97,087 shares; 2025Q3: 95,319 shares; 2025Q4: 91,140 shares; 2026Q1: 88,726 shares 88,726 $3.53M 0.06% -2,414 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,891 shares; 2025Q2: 3,106 shares; 2025Q3: 3,111 shares; 2025Q4: 3,176 shares; 2026Q1: 3,105 shares 3,105 $3.48M 0.06% -71 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: 6,463 shares; 2024Q4: 6,193 shares; 2025Q1: 6,101 shares; 2025Q2: 6,034 shares; 2025Q3: 8,865 shares; 2025Q4: 26,087 shares; 2026Q1: 34,396 shares 34,396 $3.45M 0.06% +8,309 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,637 shares; 2024Q4: 97,618 shares; 2025Q1: 95,879 shares; 2025Q2: 86,115 shares; 2025Q3: 80,392 shares; 2025Q4: 76,668 shares; 2026Q1: 72,403 shares 72,403 $3.44M 0.06% -4,265 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,838 shares; 2024Q4: 401,258 shares; 2025Q1: 401,093 shares; 2025Q2: 392,527 shares; 2025Q3: 386,168 shares; 2025Q4: 359,473 shares; 2026Q1: 340,091 shares 340,091 $3.44M 0.06% -19,382 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: 5,934 shares; 2024Q4: 7,351 shares; 2025Q1: 9,535 shares; 2025Q2: 9,675 shares; 2025Q3: 9,983 shares; 2025Q4: 10,063 shares; 2026Q1: 11,464 shares 11,464 $3.36M 0.06% +1,401 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: 7,421 shares; 2024Q4: 7,389 shares; 2025Q1: 7,906 shares; 2025Q2: 7,984 shares; 2025Q3: 8,235 shares; 2025Q4: 7,871 shares; 2026Q1: 7,672 shares 7,672 $3.33M 0.06% -199 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: not reported; 2024Q4: 27,981 shares; 2025Q1: 29,508 shares; 2025Q2: 31,616 shares; 2025Q3: 19,597 shares; 2025Q4: 19,085 shares; 2026Q1: 17,495 shares 17,495 $3.29M 0.06% -1,590 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,244 shares; 2024Q4: 87,678 shares; 2025Q1: 85,584 shares; 2025Q2: 80,754 shares; 2025Q3: 70,501 shares; 2025Q4: 67,868 shares; 2026Q1: 55,174 shares 55,174 $3.29M 0.06% -12,694 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: 6,787 shares; 2024Q4: 11,982 shares; 2025Q1: 18,193 shares; 2025Q2: 18,050 shares; 2025Q3: 18,602 shares; 2025Q4: 19,306 shares; 2026Q1: 20,983 shares 20,983 $3.25M 0.06% +1,677 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 5,425 shares; 2025Q1: 5,419 shares; 2025Q2: 6,327 shares; 2025Q3: 6,244 shares; 2025Q4: 7,435 shares; 2026Q1: 7,452 shares 7,452 $3.21M 0.06% +17 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: 750 shares; 2024Q4: 992 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,808 shares; 2025Q4: 19,728 shares; 2026Q1: 33,380 shares 33,380 $3.19M 0.05% +13,652 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: 38,073 shares; 2024Q4: 62,342 shares; 2025Q1: 61,983 shares; 2025Q2: 67,620 shares; 2025Q3: 67,241 shares; 2025Q4: 64,978 shares; 2026Q1: 64,621 shares 64,621 $3.18M 0.05% -357 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: 14,359 shares; 2024Q4: 25,985 shares; 2025Q1: 28,315 shares; 2025Q2: 30,737 shares; 2025Q3: 28,114 shares; 2025Q4: 28,871 shares; 2026Q1: 27,418 shares 27,418 $3.16M 0.05% -1,453 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,513 shares; 2025Q1: 18,114 shares; 2025Q2: 17,230 shares; 2025Q3: 29,979 shares; 2025Q4: 31,436 shares; 2026Q1: 21,276 shares 21,276 $3.12M 0.05% -10,160 Timeline USXF ISHARES 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: 14,342 shares; 2025Q2: 24,952 shares; 2025Q3: 29,150 shares; 2025Q4: 35,521 shares; 2026Q1: 55,706 shares 55,706 $3.1M 0.05% +20,185 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 3,617 shares; 2025Q3: 6,954 shares; 2025Q4: 8,308 shares; 2026Q1: 30,095 shares 30,095 $3.02M 0.05% +21,787 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: 5,358 shares; 2024Q4: 7,609 shares; 2025Q1: 12,180 shares; 2025Q2: 16,812 shares; 2025Q3: 18,188 shares; 2025Q4: 23,243 shares; 2026Q1: 28,300 shares 28,300 $3.01M 0.05% +5,057 Timeline SMMV ISHARES 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: 61,769 shares; 2025Q2: 65,633 shares; 2025Q3: 66,825 shares; 2025Q4: 68,629 shares; 2026Q1: 68,386 shares 68,386 $3M 0.05% -243 Timeline AVUS 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: 9,527 shares; 2025Q1: 13,581 shares; 2025Q2: 26,782 shares; 2025Q3: 24,844 shares; 2025Q4: 26,217 shares; 2026Q1: 26,334 shares 26,334 $2.95M 0.05% +117 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: 71,464 shares; 2024Q4: 81,199 shares; 2025Q1: 76,166 shares; 2025Q2: 72,989 shares; 2025Q3: 60,563 shares; 2025Q4: 49,858 shares; 2026Q1: 40,138 shares 40,138 $2.95M 0.05% -9,720 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,652 shares; 2025Q3: 49,422 shares; 2025Q4: 48,061 shares; 2026Q1: 43,937 shares 43,937 $2.94M 0.05% -4,124 Timeline AGZD 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: 1,029,233 shares; 2024Q4: 201,323 shares; 2025Q1: 198,633 shares; 2025Q2: 195,383 shares; 2025Q3: 166,605 shares; 2025Q4: 151,978 shares; 2026Q1: 126,933 shares 126,933 $2.86M 0.05% -25,045 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,444 shares; 2025Q1: 1,473 shares; 2025Q2: 1,494 shares; 2025Q3: 1,511 shares; 2025Q4: 1,519 shares; 2026Q1: 1,497 shares 1,497 $2.85M 0.05% -22 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: 1,331 shares; 2024Q4: 1,725 shares; 2025Q1: 2,296 shares; 2025Q2: 2,456 shares; 2025Q3: 2,624 shares; 2025Q4: 2,806 shares; 2026Q1: 3,167 shares 3,167 $2.83M 0.05% +361 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,700 shares; 2026Q1: 20,752 shares 20,752 $2.79M 0.05% +3,052 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,232 shares; 2025Q4: 69,151 shares; 2026Q1: 106,083 shares 106,083 $2.78M 0.05% +36,932 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,292 shares; 2024Q4: 80,618 shares; 2025Q1: 92,037 shares; 2025Q2: 92,567 shares; 2025Q3: 91,176 shares; 2025Q4: 71,301 shares; 2026Q1: 55,112 shares 55,112 $2.77M 0.05% -16,189 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: 11,946 shares; 2024Q4: 40,415 shares; 2025Q1: 65,173 shares; 2025Q2: 64,755 shares; 2025Q3: 64,977 shares; 2025Q4: 53,512 shares; 2026Q1: 57,447 shares 57,447 $2.76M 0.05% +3,935 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: 256,137 shares; 2024Q4: 261,591 shares; 2025Q1: 263,472 shares; 2025Q2: 276,251 shares; 2025Q3: 60,295 shares; 2025Q4: 59,392 shares; 2026Q1: 56,364 shares 56,364 $2.74M 0.05% -3,028 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,961 shares; 2025Q1: 18,012 shares; 2025Q2: 18,481 shares; 2025Q3: 17,787 shares; 2025Q4: 15,125 shares; 2026Q1: 21,303 shares 21,303 $2.72M 0.05% +6,178 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,345 shares; 2025Q1: 2,280 shares; 2025Q2: 2,333 shares; 2025Q3: 2,500 shares; 2025Q4: 6,440 shares; 2026Q1: 7,506 shares 7,506 $2.7M 0.05% +1,066 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,499 shares; 2025Q1: 115,703 shares; 2025Q2: 111,027 shares; 2025Q3: 424,963 shares; 2025Q4: 74,079 shares; 2026Q1: 53,418 shares 53,418 $2.69M 0.05% -20,661 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 5,654 shares; 2025Q1: 6,074 shares; 2025Q2: 6,068 shares; 2025Q3: 5,302 shares; 2025Q4: 4,830 shares; 2026Q1: 5,422 shares 5,422 $2.68M 0.05% +592 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,025 shares; 2025Q1: 53,281 shares; 2025Q2: 56,241 shares; 2025Q3: 58,482 shares; 2025Q4: 55,515 shares; 2026Q1: 38,445 shares 38,445 $2.65M 0.05% -17,070 Timeline BYLD ISHARES 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: 116,175 shares 116,175 $2.62M 0.05% new 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: 44,739 shares; 2024Q4: 58,852 shares; 2025Q1: 80,436 shares; 2025Q2: 146,705 shares; 2025Q3: 104,417 shares; 2025Q4: 99,234 shares; 2026Q1: 112,804 shares 112,804 $2.62M 0.05% +13,570 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,485 shares; 2026Q1: 52,720 shares 52,720 $2.61M 0.04% -765 Timeline GCOW 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: 154,436 shares; 2024Q4: 57,116 shares; 2025Q1: 59,442 shares; 2025Q2: 55,468 shares; 2025Q3: 57,422 shares; 2025Q4: 58,177 shares; 2026Q1: 56,610 shares 56,610 $2.61M 0.04% -1,567 Timeline JMST 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: 70,200 shares; 2024Q4: 69,596 shares; 2025Q1: 69,075 shares; 2025Q2: 61,452 shares; 2025Q3: 59,212 shares; 2025Q4: 58,853 shares; 2026Q1: 51,244 shares 51,244 $2.61M 0.04% -7,609 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: 66,521 shares; 2024Q4: 74,367 shares; 2025Q1: 83,683 shares; 2025Q2: 99,858 shares; 2025Q3: 94,787 shares; 2025Q4: 88,999 shares; 2026Q1: 91,934 shares 91,934 $2.6M 0.04% +2,935 Timeline MLRG ISHARES 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: 30,777 shares; 2025Q3: 29,463 shares; 2025Q4: 28,837 shares; 2026Q1: 28,645 shares 28,645 $2.59M 0.04% -192 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,394 shares; 2025Q1: 26,230 shares; 2025Q2: 85,094 shares; 2025Q3: 131,063 shares; 2025Q4: 130,455 shares; 2026Q1: 94,875 shares 94,875 $2.58M 0.04% -35,580 Timeline FYLD 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: 73,017 shares; 2024Q4: 75,162 shares; 2025Q1: 84,596 shares; 2025Q2: 82,873 shares; 2025Q3: 78,274 shares; 2025Q4: 76,615 shares; 2026Q1: 68,808 shares 68,808 $2.56M 0.04% -7,807 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: 6,142 shares; 2024Q4: 6,550 shares; 2025Q1: 6,838 shares; 2025Q2: 7,218 shares; 2025Q3: 5,441 shares; 2025Q4: 5,521 shares; 2026Q1: 6,918 shares 6,918 $2.53M 0.04% +1,397 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,930 shares 21,930 $2.52M 0.04% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,497 shares; 2026Q1: 7,352 shares 7,352 $2.49M 0.04% -145 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 91,161 shares; 2025Q3: 87,776 shares; 2025Q4: 73,878 shares; 2026Q1: 73,044 shares 73,044 $2.46M 0.04% -834 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,092 shares; 2025Q3: 53,092 shares; 2025Q4: 53,064 shares; 2026Q1: 53,047 shares 53,047 $2.45M 0.04% -17 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 20,960 shares; 2025Q3: 20,960 shares; 2025Q4: 20,330 shares; 2026Q1: 19,617 shares 19,617 $2.4M 0.04% -713 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,262 shares; 2025Q1: 17,238 shares; 2025Q2: 23,329 shares; 2025Q3: 24,332 shares; 2025Q4: 28,367 shares; 2026Q1: 31,115 shares 31,115 $2.4M 0.04% +2,748 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,497 shares; 2024Q4: 73,417 shares; 2025Q1: 51,959 shares; 2025Q2: 53,733 shares; 2025Q3: 29,526 shares; 2025Q4: 31,199 shares; 2026Q1: 27,486 shares 27,486 $2.37M 0.04% -3,713 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: 3,595 shares; 2024Q4: 3,804 shares; 2025Q1: 3,833 shares; 2025Q2: 3,932 shares; 2025Q3: 3,727 shares; 2025Q4: 3,702 shares; 2026Q1: 4,086 shares 4,086 $2.33M 0.04% +384 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: 1,285 shares; 2024Q4: not reported; 2025Q1: 6,268 shares; 2025Q2: 6,672 shares; 2025Q3: 6,962 shares; 2025Q4: 7,273 shares; 2026Q1: 11,047 shares 11,047 $2.32M 0.04% +3,774 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: not reported; 2024Q4: 18,005 shares; 2025Q1: 19,247 shares; 2025Q2: 22,272 shares; 2025Q3: 22,493 shares; 2025Q4: 37,032 shares; 2026Q1: 43,143 shares 43,143 $2.28M 0.04% +6,111 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: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 8,943 shares; 2025Q3: 9,010 shares; 2025Q4: 9,013 shares; 2026Q1: 8,902 shares 8,902 $2.22M 0.04% -111 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,493 shares; 2024Q4: 13,640 shares; 2025Q1: 13,974 shares; 2025Q2: 14,120 shares; 2025Q3: 14,175 shares; 2025Q4: 14,142 shares; 2026Q1: 13,843 shares 13,843 $2.21M 0.04% -299 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,961 shares; 2025Q3: 32,951 shares; 2025Q4: 46,315 shares; 2026Q1: 36,892 shares 36,892 $2.2M 0.04% -9,423 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: 776 shares; 2024Q4: 1,079 shares; 2025Q1: 2,923 shares; 2025Q2: 3,134 shares; 2025Q3: 3,364 shares; 2025Q4: 3,472 shares; 2026Q1: 3,565 shares 3,565 $2.2M 0.04% +93 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,000 shares; 2025Q1: 12,848 shares; 2025Q2: 13,346 shares; 2025Q3: 13,431 shares; 2025Q4: 13,222 shares; 2026Q1: 14,800 shares 14,800 $2.18M 0.04% +1,578 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: 3,045 shares; 2024Q4: 8,949 shares; 2025Q1: 7,393 shares; 2025Q2: 21,091 shares; 2025Q3: 21,141 shares; 2025Q4: 21,402 shares; 2026Q1: 22,409 shares 22,409 $2.17M 0.04% +1,007 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: 102 shares; 2024Q4: 105 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 68 shares; 2025Q4: 630 shares; 2026Q1: 632 shares 632 $2.17M 0.04% +2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,752 shares; 2025Q1: 2,775 shares; 2025Q2: 2,853 shares; 2025Q3: 6,124 shares; 2025Q4: 6,409 shares; 2026Q1: 5,908 shares 5,908 $2.07M 0.04% -501 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,201 shares 1,201 $2.06M 0.04% +177 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 9,151 shares; 2025Q1: 10,869 shares; 2025Q2: 11,869 shares; 2025Q3: 11,509 shares; 2025Q4: 11,967 shares; 2026Q1: 12,675 shares 12,675 $2.05M 0.04% +708 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: 9,169 shares; 2024Q4: 12,349 shares; 2025Q1: 15,658 shares; 2025Q2: 15,575 shares; 2025Q3: 14,716 shares; 2025Q4: 30,359 shares; 2026Q1: 29,746 shares 29,746 $2.03M 0.03% -613 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 2,427 shares; 2025Q1: 3,417 shares; 2025Q2: 4,951 shares; 2025Q3: 4,736 shares; 2025Q4: 5,531 shares; 2026Q1: 5,723 shares 5,723 $2.02M 0.03% +192 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: not reported; 2024Q4: 233,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,355 shares 40,355 $2.01M 0.03% new 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: 1,739 shares; 2024Q4: 2,508 shares; 2025Q1: 2,710 shares; 2025Q2: 3,300 shares; 2025Q3: 4,441 shares; 2025Q4: 4,641 shares; 2026Q1: 4,500 shares 4,500 $1.99M 0.03% -141 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,958 shares; 2025Q1: 31,771 shares; 2025Q2: 36,574 shares; 2025Q3: 39,614 shares; 2025Q4: 44,265 shares; 2026Q1: 48,830 shares 48,830 $1.98M 0.03% +4,565 Timeline PDN 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: 44,988 shares; 2025Q2: 46,987 shares; 2025Q3: 46,734 shares; 2025Q4: 44,868 shares; 2026Q1: 44,730 shares 44,730 $1.97M 0.03% -138 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 11,609 shares; 2025Q1: 10,538 shares; 2025Q2: 11,907 shares; 2025Q3: 12,526 shares; 2025Q4: 13,803 shares; 2026Q1: 14,764 shares 14,764 $1.93M 0.03% +961 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: 8,558 shares; 2024Q4: 12,770 shares; 2025Q1: 15,149 shares; 2025Q2: 17,750 shares; 2025Q3: 17,907 shares; 2025Q4: 16,597 shares; 2026Q1: 15,045 shares 15,045 $1.93M 0.03% -1,552 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: 1,221 shares; 2024Q4: 1,837 shares; 2025Q1: 2,331 shares; 2025Q2: 2,489 shares; 2025Q3: 2,987 shares; 2025Q4: 3,125 shares; 2026Q1: 3,885 shares 3,885 $1.91M 0.03% +760 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: 16,410 shares 16,410 $1.89M 0.03% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 70,197 shares; 2025Q3: 69,353 shares; 2025Q4: 48,908 shares; 2026Q1: 46,571 shares 46,571 $1.88M 0.03% -2,337 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,805 shares; 2024Q4: 19,651 shares; 2025Q1: 22,234 shares; 2025Q2: 21,256 shares; 2025Q3: 19,407 shares; 2025Q4: 19,381 shares; 2026Q1: 19,292 shares 19,292 $1.87M 0.03% -89 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: 14,638 shares; 2025Q3: 44,242 shares; 2025Q4: 67,918 shares; 2026Q1: 79,812 shares 79,812 $1.82M 0.03% +11,894 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: 12,515 shares; 2024Q4: 12,631 shares; 2025Q1: 13,035 shares; 2025Q2: 12,635 shares; 2025Q3: 13,619 shares; 2025Q4: 12,726 shares; 2026Q1: 15,947 shares 15,947 $1.82M 0.03% +3,221 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,514 shares; 2025Q3: 45,668 shares; 2025Q4: 69,775 shares; 2026Q1: 80,913 shares 80,913 $1.81M 0.03% +11,138 Timeline IBTI ISHARES 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: 68,981 shares; 2026Q1: 81,292 shares 81,292 $1.81M 0.03% +12,311 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: 27,878 shares; 2024Q4: 31,681 shares; 2025Q1: 44,785 shares; 2025Q2: 49,005 shares; 2025Q3: 48,251 shares; 2025Q4: 45,519 shares; 2026Q1: 63,184 shares 63,184 $1.8M 0.03% +17,665 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 6,477 shares; 2025Q1: 7,660 shares; 2025Q2: 34,322 shares; 2025Q3: 29,959 shares; 2025Q4: 28,229 shares; 2026Q1: 16,338 shares 16,338 $1.8M 0.03% -11,891 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,120 shares; 2025Q3: 47,120 shares; 2025Q4: 45,258 shares; 2026Q1: 39,385 shares 39,385 $1.79M 0.03% -5,873 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,503 shares; 2025Q1: 49,810 shares; 2025Q2: 51,262 shares; 2025Q3: 50,853 shares; 2025Q4: 52,098 shares; 2026Q1: 52,199 shares 52,199 $1.77M 0.03% +101 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: 7,679 shares; 2024Q4: 7,573 shares; 2025Q1: 6,430 shares; 2025Q2: 7,356 shares; 2025Q3: 23,278 shares; 2025Q4: 27,723 shares; 2026Q1: 28,374 shares 28,374 $1.77M 0.03% +651 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 10,381 shares; 2025Q1: 10,936 shares; 2025Q2: 11,679 shares; 2025Q3: 12,178 shares; 2025Q4: 13,640 shares; 2026Q1: 13,704 shares 13,704 $1.74M 0.03% +64 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,034 shares; 2025Q1: 35,591 shares; 2025Q2: 34,640 shares; 2025Q3: 33,595 shares; 2025Q4: 36,387 shares; 2026Q1: 34,772 shares 34,772 $1.72M 0.03% -1,615 Timeline AVGE 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: 218,092 shares; 2024Q4: 21,333 shares; 2025Q1: 20,611 shares; 2025Q2: 20,133 shares; 2025Q3: 20,742 shares; 2025Q4: 20,908 shares; 2026Q1: 19,332 shares 19,332 $1.71M 0.03% -1,576 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: 16,565 shares; 2024Q4: 16,052 shares; 2025Q1: 18,888 shares; 2025Q2: 12,367 shares; 2025Q3: 11,775 shares; 2025Q4: 5,992 shares; 2026Q1: 5,882 shares 5,882 $1.7M 0.03% -110 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,143 shares; 2025Q2: 56,085 shares; 2025Q3: 53,499 shares; 2025Q4: 60,152 shares; 2026Q1: 60,409 shares 60,409 $1.69M 0.03% +257 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: not reported; 2024Q4: 1,831 shares; 2025Q1: 1,994 shares; 2025Q2: 2,501 shares; 2025Q3: 2,520 shares; 2025Q4: 3,070 shares; 2026Q1: 9,882 shares 9,882 $1.64M 0.03% +6,812 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,294 shares; 2026Q1: 4,385 shares 4,385 $1.64M 0.03% +2,091 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,623 shares; 2025Q2: 21,388 shares; 2025Q3: 21,681 shares; 2025Q4: 22,899 shares; 2026Q1: 22,592 shares 22,592 $1.62M 0.03% -307 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,520 shares; 2025Q2: 47,318 shares; 2025Q3: 45,872 shares; 2025Q4: 45,744 shares; 2026Q1: 42,397 shares 42,397 $1.62M 0.03% -3,347 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: 2,716 shares; 2024Q4: 3,947 shares; 2025Q1: 4,766 shares; 2025Q2: 4,982 shares; 2025Q3: 5,066 shares; 2025Q4: 5,683 shares; 2026Q1: 5,730 shares 5,730 $1.6M 0.03% +47 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 27,764 shares; 2025Q2: 37,673 shares; 2025Q3: 32,403 shares; 2025Q4: 31,513 shares; 2026Q1: 32,302 shares 32,302 $1.6M 0.03% +789 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: 13,624 shares; 2024Q4: 13,928 shares; 2025Q1: 17,478 shares; 2025Q2: 16,589 shares; 2025Q3: 19,376 shares; 2025Q4: 23,308 shares; 2026Q1: 18,514 shares 18,514 $1.59M 0.03% -4,794 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: 6,920 shares; 2024Q4: 11,130 shares; 2025Q1: 12,903 shares; 2025Q2: 12,994 shares; 2025Q3: 13,664 shares; 2025Q4: 16,994 shares; 2026Q1: 19,462 shares 19,462 $1.57M 0.03% +2,468 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,433 shares; 2026Q1: 21,006 shares 21,006 $1.57M 0.03% +16,573 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: 972 shares; 2024Q4: 1,001 shares; 2025Q1: 1,032 shares; 2025Q2: 16,661 shares; 2025Q3: 16,145 shares; 2025Q4: 16,492 shares; 2026Q1: 16,941 shares 16,941 $1.56M 0.03% +449 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,656 shares; 2024Q4: 9,133 shares; 2025Q1: 9,827 shares; 2025Q2: 10,330 shares; 2025Q3: 9,881 shares; 2025Q4: 9,692 shares; 2026Q1: 8,119 shares 8,119 $1.55M 0.03% -1,573 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: not reported; 2024Q4: 26,740 shares; 2025Q1: 27,122 shares; 2025Q2: 28,208 shares; 2025Q3: 11,333 shares; 2025Q4: 8,223 shares; 2026Q1: 7,277 shares 7,277 $1.53M 0.03% -946 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,107 shares; 2026Q1: 19,606 shares 19,606 $1.52M 0.03% -7,501 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 8,247 shares; 2025Q1: 8,506 shares; 2025Q2: 8,733 shares; 2025Q3: 13,752 shares; 2025Q4: 15,418 shares; 2026Q1: 18,845 shares 18,845 $1.5M 0.03% +3,427 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: 15,582 shares; 2024Q4: 16,585 shares; 2025Q1: 17,461 shares; 2025Q2: 21,300 shares; 2025Q3: 23,225 shares; 2025Q4: 25,099 shares; 2026Q1: 22,873 shares 22,873 $1.5M 0.03% -2,226 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 5,548 shares; 2025Q1: 6,899 shares; 2025Q2: 8,078 shares; 2025Q3: 8,175 shares; 2025Q4: 9,422 shares; 2026Q1: 10,592 shares 10,592 $1.49M 0.03% +1,170 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,851 shares 26,851 $1.47M 0.03% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 10,837 shares; 2025Q1: 10,259 shares; 2025Q2: 11,100 shares; 2025Q3: 13,821 shares; 2025Q4: 16,381 shares; 2026Q1: 16,284 shares 16,284 $1.47M 0.03% -97 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 250,310 shares; 2025Q1: 243,519 shares; 2025Q2: 231,929 shares; 2025Q3: 216,019 shares; 2025Q4: 138,467 shares; 2026Q1: 124,369 shares 124,369 $1.46M 0.03% -14,098 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: 1,791 shares; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 9,536 shares; 2025Q3: 9,878 shares; 2025Q4: 10,041 shares; 2026Q1: 9,378 shares 9,378 $1.45M 0.02% -663 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: 57,822 shares; 2024Q4: 72,327 shares; 2025Q1: 80,590 shares; 2025Q2: 20,038 shares; 2025Q3: 5,295 shares; 2025Q4: 8,937 shares; 2026Q1: 7,844 shares 7,844 $1.45M 0.02% -1,093 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,077 shares; 2025Q1: 8,283 shares; 2025Q2: 7,294 shares; 2025Q3: 8,310 shares; 2025Q4: 8,276 shares; 2026Q1: 7,970 shares 7,970 $1.44M 0.02% -306 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: 1,850 shares; 2024Q4: 2,321 shares; 2025Q1: 2,464 shares; 2025Q2: 2,844 shares; 2025Q3: 7,780 shares; 2025Q4: 2,790 shares; 2026Q1: 4,385 shares 4,385 $1.43M 0.02% +1,595 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,268 shares; 2025Q3: 2,302 shares; 2025Q4: 2,495 shares; 2026Q1: 2,601 shares 2,601 $1.43M 0.02% +106 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,788 shares; 2025Q1: 7,014 shares; 2025Q2: 13,209 shares; 2025Q3: 20,142 shares; 2025Q4: 23,767 shares; 2026Q1: 36,728 shares 36,728 $1.42M 0.02% +12,961 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: 12,751 shares; 2024Q4: 15,818 shares; 2025Q1: 18,426 shares; 2025Q2: 19,295 shares; 2025Q3: 18,678 shares; 2025Q4: 20,368 shares; 2026Q1: 22,795 shares 22,795 $1.41M 0.02% +2,427 Timeline DBB 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: 59,290 shares; 2024Q4: 63,695 shares; 2025Q1: 77,505 shares; 2025Q2: 60,840 shares; 2025Q3: 63,340 shares; 2025Q4: 62,470 shares; 2026Q1: 59,170 shares 59,170 $1.4M 0.02% -3,300 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: 1,914 shares; 2024Q4: 3,022 shares; 2025Q1: 3,135 shares; 2025Q2: 3,019 shares; 2025Q3: 3,001 shares; 2025Q4: 3,193 shares; 2026Q1: 3,242 shares 3,242 $1.39M 0.02% +49 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: 24,026 shares; 2024Q4: 27,153 shares; 2025Q1: 26,243 shares; 2025Q2: 34,792 shares; 2025Q3: 35,067 shares; 2025Q4: 33,211 shares; 2026Q1: 29,982 shares 29,982 $1.38M 0.02% -3,229 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: 11,260 shares; 2024Q4: 10,735 shares; 2025Q1: 13,814 shares; 2025Q2: 14,092 shares; 2025Q3: 13,257 shares; 2025Q4: 14,282 shares; 2026Q1: 15,126 shares 15,126 $1.38M 0.02% +844 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,770 shares; 2025Q1: 6,996 shares; 2025Q2: 7,542 shares; 2025Q3: 4,929 shares; 2025Q4: 5,233 shares; 2026Q1: 4,976 shares 4,976 $1.36M 0.02% -257 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,888 shares; 2025Q2: 2,902 shares; 2025Q3: 3,303 shares; 2025Q4: 3,281 shares; 2026Q1: 3,295 shares 3,295 $1.36M 0.02% +14 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: 8,655 shares; 2024Q4: 6,975 shares; 2025Q1: 11,853 shares; 2025Q2: 8,752 shares; 2025Q3: 8,459 shares; 2025Q4: 9,653 shares; 2026Q1: 9,551 shares 9,551 $1.36M 0.02% -102 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 30,725 shares; 2025Q2: 159,255 shares; 2025Q3: 161,452 shares; 2025Q4: 180,483 shares; 2026Q1: 201,277 shares 201,277 $1.35M 0.02% +20,794 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,977 shares; 2025Q1: 12,091 shares; 2025Q2: 12,518 shares; 2025Q3: 11,418 shares; 2025Q4: 14,196 shares; 2026Q1: 16,906 shares 16,906 $1.35M 0.02% +2,710 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 16,934 shares; 2026Q1: 18,741 shares 18,741 $1.34M 0.02% +1,807 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: 956 shares; 2024Q4: 2,798 shares; 2025Q1: 3,117 shares; 2025Q2: 3,307 shares; 2025Q3: 3,219 shares; 2025Q4: 3,246 shares; 2026Q1: 4,051 shares 4,051 $1.33M 0.02% +805 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,021 shares; 2025Q2: 1,304,997 shares; 2025Q3: 833,302 shares; 2025Q4: 662,883 shares; 2026Q1: 23,165 shares 23,165 $1.33M 0.02% -639,718 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: 3,912 shares; 2024Q4: 6,677 shares; 2025Q1: 5,195 shares; 2025Q2: 4,908 shares; 2025Q3: 4,904 shares; 2025Q4: 5,355 shares; 2026Q1: 5,448 shares 5,448 $1.32M 0.02% +93 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: 4,319 shares; 2024Q4: 8,951 shares; 2025Q1: 9,250 shares; 2025Q2: 9,377 shares; 2025Q3: 10,728 shares; 2025Q4: 10,724 shares; 2026Q1: 9,096 shares 9,096 $1.32M 0.02% -1,628 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,575 shares; 2025Q1: 58,902 shares; 2025Q2: 49,769 shares; 2025Q3: 49,869 shares; 2025Q4: 49,314 shares; 2026Q1: 54,909 shares 54,909 $1.32M 0.02% +5,595 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: 5,874 shares; 2024Q4: 7,750 shares; 2025Q1: 9,860 shares; 2025Q2: 11,271 shares; 2025Q3: 11,366 shares; 2025Q4: 12,360 shares; 2026Q1: 14,402 shares 14,402 $1.3M 0.02% +2,042 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,311 shares 23,311 $1.3M 0.02% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,072 shares; 2025Q1: 113,046 shares; 2025Q2: 133,283 shares; 2025Q3: 46,666 shares; 2025Q4: 28,691 shares; 2026Q1: 23,288 shares 23,288 $1.3M 0.02% -5,403 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: 694 shares; 2025Q1: 794 shares; 2025Q2: 768 shares; 2025Q3: 810 shares; 2025Q4: 943 shares; 2026Q1: 1,348 shares 1,348 $1.29M 0.02% +405 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: 12,040 shares; 2024Q4: 15,799 shares; 2025Q1: 16,940 shares; 2025Q2: 13,068 shares; 2025Q3: 13,338 shares; 2025Q4: 13,618 shares; 2026Q1: 13,273 shares 13,273 $1.28M 0.02% -345 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $1.28M 0.02% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,801 shares; 2026Q1: 32,758 shares 32,758 $1.27M 0.02% -2,043 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,003 shares; 2024Q4: 391,815 shares; 2025Q1: 454,645 shares; 2025Q2: 470,649 shares; 2025Q3: 413,065 shares; 2025Q4: 276,992 shares; 2026Q1: 27,771 shares 27,771 $1.25M 0.02% -249,221 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: 3,017 shares; 2024Q4: 3,023 shares; 2025Q1: 3,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,760 shares 5,760 $1.24M 0.02% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,400 shares 28,400 $1.23M 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,832 shares; 2025Q1: 9,715 shares; 2025Q2: 10,044 shares; 2025Q3: 3,881 shares; 2025Q4: 3,147 shares; 2026Q1: 3,118 shares 3,118 $1.22M 0.02% -29 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: not reported; 2024Q4: 897 shares; 2025Q1: 946 shares; 2025Q2: 1,027 shares; 2025Q3: 1,146 shares; 2025Q4: 1,198 shares; 2026Q1: 1,419 shares 1,419 $1.22M 0.02% +221 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,264 shares; 2025Q1: 37,052 shares; 2025Q2: 6,755 shares; 2025Q3: 6,229 shares; 2025Q4: 6,266 shares; 2026Q1: 6,087 shares 6,087 $1.21M 0.02% -179 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 18,958 shares 18,958 $1.19M 0.02% +12,275 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,446 shares; 2025Q4: 40,053 shares; 2026Q1: 38,643 shares 38,643 $1.18M 0.02% -1,410 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,376 shares; 2024Q4: 140,534 shares; 2025Q1: 132,166 shares; 2025Q2: 125,166 shares; 2025Q3: 125,166 shares; 2025Q4: 114,156 shares; 2026Q1: 103,556 shares 103,556 $1.18M 0.02% -10,600 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,118 shares; 2026Q1: 25,498 shares 25,498 $1.18M 0.02% +18,380 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,785 shares; 2025Q1: 23,499 shares; 2025Q2: 22,953 shares; 2025Q3: 23,038 shares; 2025Q4: 22,795 shares; 2026Q1: 22,539 shares 22,539 $1.17M 0.02% -256 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,067 shares; 2025Q1: 26,983 shares; 2025Q2: 27,128 shares; 2025Q3: 26,563 shares; 2025Q4: 26,079 shares; 2026Q1: 23,215 shares 23,215 $1.17M 0.02% -2,864 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: not reported; 2024Q4: 13,702 shares; 2025Q1: 13,054 shares; 2025Q2: 14,568 shares; 2025Q3: 10,533 shares; 2025Q4: 10,339 shares; 2026Q1: 9,246 shares 9,246 $1.17M 0.02% -1,093 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,923 shares; 2025Q1: 6,002 shares; 2025Q2: 6,531 shares; 2025Q3: 6,332 shares; 2025Q4: 6,280 shares; 2026Q1: 4,913 shares 4,913 $1.16M 0.02% -1,367 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,821 shares; 2025Q1: 3,945 shares; 2025Q2: 4,094 shares; 2025Q3: 3,990 shares; 2025Q4: 3,864 shares; 2026Q1: 5,664 shares 5,664 $1.16M 0.02% +1,800 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,674 shares; 2025Q1: 31,103 shares; 2025Q2: 31,146 shares; 2025Q3: 22,565 shares; 2025Q4: 21,882 shares; 2026Q1: 10,310 shares 10,310 $1.15M 0.02% -11,572 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,222 shares; 2024Q4: 119,891 shares; 2025Q1: 121,962 shares; 2025Q2: 128,874 shares; 2025Q3: 128,142 shares; 2025Q4: 100,829 shares; 2026Q1: 88,878 shares 88,878 $1.14M 0.02% -11,951 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,638 shares; 2025Q3: 48,638 shares; 2025Q4: 48,638 shares; 2026Q1: 48,638 shares 48,638 $1.14M 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 623,605 shares; 2025Q1: 613,294 shares; 2025Q2: 468,214 shares; 2025Q3: 360,694 shares; 2025Q4: 147,637 shares; 2026Q1: 27,658 shares 27,658 $1.13M 0.02% -119,979 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,787 shares 18,787 $1.13M 0.02% new 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: 56,387 shares; 2024Q4: 60,628 shares; 2025Q1: 61,614 shares; 2025Q2: 58,493 shares; 2025Q3: 67,724 shares; 2025Q4: 59,999 shares; 2026Q1: 63,447 shares 63,447 $1.12M 0.02% +3,448 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: not reported; 2025Q1: not reported; 2025Q2: 3,891 shares; 2025Q3: 4,203 shares; 2025Q4: 4,282 shares; 2026Q1: 5,016 shares 5,016 $1.11M 0.02% +734 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,166 shares; 2025Q1: 49,798 shares; 2025Q2: 52,981 shares; 2025Q3: 21,378 shares; 2025Q4: 14,775 shares; 2026Q1: 12,595 shares 12,595 $1.11M 0.02% -2,180 Timeline EIPX 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: 19,424 shares; 2025Q1: 23,798 shares; 2025Q2: 23,416 shares; 2025Q3: 23,767 shares; 2025Q4: 31,992 shares; 2026Q1: 34,618 shares 34,618 $1.1M 0.02% +2,626 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,702 shares; 2025Q2: 6,629 shares; 2025Q3: 6,809 shares; 2025Q4: 6,818 shares; 2026Q1: 8,971 shares 8,971 $1.1M 0.02% +2,153 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: 5,431 shares; 2024Q4: 5,852 shares; 2025Q1: 9,518 shares; 2025Q2: 9,910 shares; 2025Q3: 10,072 shares; 2025Q4: 4,382 shares; 2026Q1: 4,543 shares 4,543 $1.1M 0.02% +161 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 15,188 shares; 2025Q1: 18,723 shares; 2025Q2: 19,478 shares; 2025Q3: 20,260 shares; 2025Q4: 22,506 shares; 2026Q1: 22,423 shares 22,423 $1.1M 0.02% -83 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 457 shares; 2025Q3: 568 shares; 2025Q4: 627 shares; 2026Q1: 719 shares 719 $1.09M 0.02% +92 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,764 shares 20,764 $1.09M 0.02% new Timeline TAFI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,470 shares 43,470 $1.09M 0.02% new 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: 4,840 shares; 2024Q4: 5,126 shares; 2025Q1: 5,529 shares; 2025Q2: 5,543 shares; 2025Q3: 5,504 shares; 2025Q4: 5,395 shares; 2026Q1: 5,499 shares 5,499 $1.09M 0.02% +104 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 382 shares; 2025Q1: 982 shares; 2025Q2: 992 shares; 2025Q3: 962 shares; 2025Q4: 982 shares; 2026Q1: 976 shares 976 $1.08M 0.02% -6 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: 4,890 shares; 2025Q2: 5,430 shares; 2025Q3: 4,916 shares; 2025Q4: 6,674 shares; 2026Q1: 7,550 shares 7,550 $1.08M 0.02% +876 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: 2,259 shares; 2024Q4: 8,481 shares; 2025Q1: 7,874 shares; 2025Q2: 8,201 shares; 2025Q3: 83,431 shares; 2025Q4: 11,705 shares; 2026Q1: 7,201 shares 7,201 $1.06M 0.02% -4,504 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,287 shares; 2026Q1: 46,684 shares 46,684 $1.06M 0.02% +37,397 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: 6,352 shares; 2025Q1: 6,294 shares; 2025Q2: 6,950 shares; 2025Q3: 6,667 shares; 2025Q4: 7,561 shares; 2026Q1: 7,923 shares 7,923 $1.06M 0.02% +362 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,268 shares 20,268 $1.05M 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 4,854 shares; 2025Q1: 4,820 shares; 2025Q2: 4,923 shares; 2025Q3: 4,782 shares; 2025Q4: 5,020 shares; 2026Q1: 5,008 shares 5,008 $1.05M 0.02% -12 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 793 shares; 2025Q1: 1,646 shares; 2025Q2: 1,767 shares; 2025Q3: 1,755 shares; 2025Q4: 1,798 shares; 2026Q1: 3,103 shares 3,103 $1.03M 0.02% +1,305 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 5,937 shares; 2025Q1: 5,766 shares; 2025Q2: 5,786 shares; 2025Q3: 6,007 shares; 2025Q4: 6,387 shares; 2026Q1: 6,417 shares 6,417 $1.03M 0.02% +30 Timeline BGRN ISHARES 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: 18,410 shares; 2025Q1: 17,189 shares; 2025Q2: 30,718 shares; 2025Q3: 32,498 shares; 2025Q4: 30,468 shares; 2026Q1: 21,781 shares 21,781 $1.03M 0.02% -8,687 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: 10,073 shares; 2024Q4: 12,423 shares; 2025Q1: 12,125 shares; 2025Q2: 12,044 shares; 2025Q3: 12,112 shares; 2025Q4: 11,947 shares; 2026Q1: 11,770 shares 11,770 $1.03M 0.02% -177 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: 9,672 shares; 2024Q4: 10,241 shares; 2025Q1: 10,479 shares; 2025Q2: 9,984 shares; 2025Q3: 9,591 shares; 2025Q4: 9,276 shares; 2026Q1: 9,268 shares 9,268 $1.02M 0.02% -8 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,430 shares; 2025Q1: 18,781 shares; 2025Q2: 20,353 shares; 2025Q3: 19,889 shares; 2025Q4: 42,996 shares; 2026Q1: 20,538 shares 20,538 $1.02M 0.02% -22,458 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: 7,771 shares; 2024Q4: 10,806 shares; 2025Q1: 12,705 shares; 2025Q2: 14,915 shares; 2025Q3: 15,460 shares; 2025Q4: 17,682 shares; 2026Q1: 18,851 shares 18,851 $1.01M 0.02% +1,169 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: 3,804 shares; 2024Q4: 6,307 shares; 2025Q1: 6,773 shares; 2025Q2: 7,005 shares; 2025Q3: 7,347 shares; 2025Q4: 8,040 shares; 2026Q1: 8,646 shares 8,646 $1M 0.02% +606 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: 13,266 shares; 2024Q4: 15,529 shares; 2025Q1: 16,109 shares; 2025Q2: 19,282 shares; 2025Q3: 19,336 shares; 2025Q4: 19,829 shares; 2026Q1: 16,203 shares 16,203 $1M 0.02% -3,626 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,524 shares; 2025Q2: 64,437 shares; 2025Q3: 65,512 shares; 2025Q4: 63,066 shares; 2026Q1: 61,536 shares 61,536 $996K 0.02% -1,530 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: 1,349 shares; 2024Q4: 2,036 shares; 2025Q1: 2,750 shares; 2025Q2: 3,039 shares; 2025Q3: 2,603 shares; 2025Q4: 2,907 shares; 2026Q1: 5,331 shares 5,331 $993K 0.02% +2,424 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,452 shares; 2025Q3: 1,436 shares; 2025Q4: 2,129 shares; 2026Q1: 3,577 shares 3,577 $987K 0.02% +1,448 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: 2,422 shares; 2024Q4: 2,329 shares; 2025Q1: 2,368 shares; 2025Q2: 8,318 shares; 2025Q3: 8,067 shares; 2025Q4: 7,908 shares; 2026Q1: 7,042 shares 7,042 $984K 0.02% -866 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 7,074 shares; 2025Q1: 9,167 shares; 2025Q2: 9,272 shares; 2025Q3: 8,822 shares; 2025Q4: 13,565 shares; 2026Q1: 13,991 shares 13,991 $971K 0.02% +426 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,237 shares; 2024Q4: 40,596 shares; 2025Q1: 38,052 shares; 2025Q2: 45,042 shares; 2025Q3: 45,728 shares; 2025Q4: 32,403 shares; 2026Q1: 37,854 shares 37,854 $969K 0.02% +5,451 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: 1,339 shares; 2024Q4: 3,888 shares; 2025Q1: 4,634 shares; 2025Q2: 4,188 shares; 2025Q3: 3,631 shares; 2025Q4: 3,483 shares; 2026Q1: 4,560 shares 4,560 $954K 0.02% +1,077 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,231 shares; 2025Q2: 12,163 shares; 2025Q3: 11,942 shares; 2025Q4: 12,028 shares; 2026Q1: 12,170 shares 12,170 $950K 0.02% +142 Timeline VTES 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: 2,425 shares; 2025Q2: 12,075 shares; 2025Q3: 16,250 shares; 2025Q4: 17,468 shares; 2026Q1: 9,366 shares 9,366 $947K 0.02% -8,102 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: 6,333 shares; 2024Q4: 10,897 shares; 2025Q1: 12,326 shares; 2025Q2: 8,776 shares; 2025Q3: 8,597 shares; 2025Q4: 9,257 shares; 2026Q1: 9,592 shares 9,592 $939K 0.02% +335 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,904 shares; 2025Q3: 6,896 shares; 2025Q4: 6,839 shares; 2026Q1: 6,884 shares 6,884 $927K 0.02% +45 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to 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: 94,910 shares 94,910 $920K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,917 shares; 2025Q3: 15,953 shares; 2025Q4: 15,115 shares; 2026Q1: 17,506 shares 17,506 $917K 0.02% +2,391 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 36,550 shares; 2025Q1: 37,070 shares; 2025Q2: 36,821 shares; 2025Q3: 38,909 shares; 2025Q4: 39,418 shares; 2026Q1: 38,649 shares 38,649 $917K 0.02% -769 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,320 shares; 2025Q4: 30,320 shares; 2026Q1: 28,323 shares 28,323 $890K 0.02% -1,997 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: 879 shares; 2024Q4: 970 shares; 2025Q1: 1,014 shares; 2025Q2: 1,202 shares; 2025Q3: 989 shares; 2025Q4: 1,136 shares; 2026Q1: 1,915 shares 1,915 $889K 0.02% +779 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,609 shares; 2025Q2: 8,753 shares; 2025Q3: 12,979 shares; 2025Q4: 14,780 shares; 2026Q1: 13,028 shares 13,028 $888K 0.02% -1,752 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: 1,802 shares; 2024Q4: 1,762 shares; 2025Q1: 1,736 shares; 2025Q2: 3,201 shares; 2025Q3: 3,014 shares; 2025Q4: 3,017 shares; 2026Q1: 2,376 shares 2,376 $883K 0.02% -641 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: 1,636 shares; 2024Q4: 1,763 shares; 2025Q1: 1,898 shares; 2025Q2: 1,192 shares; 2025Q3: 1,278 shares; 2025Q4: 1,413 shares; 2026Q1: 2,454 shares 2,454 $882K 0.02% +1,041 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 15,954 shares; 2025Q1: 17,518 shares; 2025Q2: 17,633 shares; 2025Q3: 17,710 shares; 2025Q4: 19,829 shares; 2026Q1: 21,277 shares 21,277 $882K 0.02% +1,448 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,189 shares; 2025Q1: 4,663 shares; 2025Q2: 5,106 shares; 2025Q3: 5,000 shares; 2025Q4: 5,111 shares; 2026Q1: 5,123 shares 5,123 $878K 0.02% +12 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,594 shares; 2025Q1: 2,986 shares; 2025Q2: 3,268 shares; 2025Q3: 4,742 shares; 2025Q4: 5,234 shares; 2026Q1: 7,703 shares 7,703 $878K 0.02% +2,469 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,732 shares 40,732 $876K 0.02% new 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: 1,444 shares; 2024Q4: 2,692 shares; 2025Q1: 3,047 shares; 2025Q2: 3,392 shares; 2025Q3: 4,192 shares; 2025Q4: 4,924 shares; 2026Q1: 3,710 shares 3,710 $875K 0.02% -1,214 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 11,785 shares; 2025Q2: 14,706 shares; 2025Q3: 14,771 shares; 2025Q4: 14,248 shares; 2026Q1: 12,430 shares 12,430 $873K 0.01% -1,818 Timeline SYSB ISHARES 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: 5,906 shares; 2026Q1: 9,827 shares 9,827 $872K 0.01% +3,921 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: not reported; 2024Q4: 24,512 shares; 2025Q1: 24,020 shares; 2025Q2: 24,435 shares; 2025Q3: 23,109 shares; 2025Q4: 23,318 shares; 2026Q1: 23,249 shares 23,249 $870K 0.01% -69 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,163 shares; 2025Q1: 168,728 shares; 2025Q2: 189,828 shares; 2025Q3: 168,228 shares; 2025Q4: 181,609 shares; 2026Q1: 168,548 shares 168,548 $868K 0.01% -13,061 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,016 shares 17,016 $867K 0.01% new 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: 85,507 shares; 2024Q4: 94,894 shares; 2025Q1: 113,416 shares; 2025Q2: 75,695 shares; 2025Q3: 63,763 shares; 2025Q4: 48,852 shares; 2026Q1: 46,826 shares 46,826 $866K 0.01% -2,026 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 16,799 shares; 2025Q1: 17,019 shares; 2025Q2: 16,899 shares; 2025Q3: 16,735 shares; 2025Q4: 17,436 shares; 2026Q1: 17,566 shares 17,566 $866K 0.01% +130 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 11,434 shares; 2025Q1: 11,429 shares; 2025Q2: 11,553 shares; 2025Q3: 11,823 shares; 2025Q4: 11,952 shares; 2026Q1: 12,016 shares 12,016 $864K 0.01% +64 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,073 shares; 2026Q1: 8,804 shares 8,804 $862K 0.01% -269 Timeline IBMP ISHARES 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: 35,684 shares; 2025Q1: 33,855 shares; 2025Q2: 40,883 shares; 2025Q3: 41,436 shares; 2025Q4: 28,044 shares; 2026Q1: 33,509 shares 33,509 $851K 0.01% +5,465 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 1,794 shares; 2025Q3: 1,807 shares; 2025Q4: 1,872 shares; 2026Q1: 2,929 shares 2,929 $849K 0.01% +1,057 Timeline IBMQ ISHARES 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: 18,375 shares; 2026Q1: 33,234 shares 33,234 $847K 0.01% +14,859 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,220 shares; 2024Q4: 139,230 shares; 2025Q1: 130,551 shares; 2025Q2: 18,581 shares; 2025Q3: 12,092 shares; 2025Q4: 11,826 shares; 2026Q1: 11,832 shares 11,832 $835K 0.01% +6 Timeline LMUB ISHARES 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: 16,643 shares 16,643 $835K 0.01% new Timeline DFIV 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: 17,489 shares; 2025Q3: 17,541 shares; 2025Q4: 15,637 shares; 2026Q1: 15,641 shares 15,641 $834K 0.01% +4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 1,054 shares; 2025Q2: 1,258 shares; 2025Q3: 1,278 shares; 2025Q4: 1,109 shares; 2026Q1: 1,673 shares 1,673 $826K 0.01% +564 Timeline AON AON PLC More: the full row for AON 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: 2,550 shares 2,550 $820K 0.01% 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: 441 shares; 2024Q4: 781 shares; 2025Q1: 810 shares; 2025Q2: 840 shares; 2025Q3: 809 shares; 2025Q4: 843 shares; 2026Q1: 929 shares 929 $811K 0.01% +86 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: 4,973 shares; 2024Q4: 10,912 shares; 2025Q1: 7,258 shares; 2025Q2: 8,330 shares; 2025Q3: 6,811 shares; 2025Q4: 8,646 shares; 2026Q1: 8,752 shares 8,752 $808K 0.01% +106 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 13,916 shares; 2026Q1: 12,934 shares 12,934 $808K 0.01% -982 Timeline VNLA 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: 36,512 shares; 2024Q4: 36,630 shares; 2025Q1: 37,024 shares; 2025Q2: 35,583 shares; 2025Q3: 27,389 shares; 2025Q4: 23,141 shares; 2026Q1: 16,537 shares 16,537 $808K 0.01% -6,604 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: 1,425 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,851 shares; 2025Q3: 3,760 shares; 2025Q4: 3,686 shares; 2026Q1: 3,988 shares 3,988 $803K 0.01% +302 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: 938 shares; 2024Q4: 1,047 shares; 2025Q1: 1,274 shares; 2025Q2: 1,211 shares; 2025Q3: 1,119 shares; 2025Q4: 1,339 shares; 2026Q1: 1,128 shares 1,128 $797K 0.01% -211 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: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,289 shares; 2025Q3: 1,471 shares; 2025Q4: 1,645 shares; 2026Q1: 4,862 shares 4,862 $792K 0.01% +3,217 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 15,568 shares; 2025Q1: 16,493 shares; 2025Q2: 16,735 shares; 2025Q3: 16,881 shares; 2025Q4: 17,024 shares; 2026Q1: 15,010 shares 15,010 $791K 0.01% -2,014 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,972 shares; 2025Q1: 16,651 shares; 2025Q2: 20,231 shares; 2025Q3: 20,234 shares; 2025Q4: 23,136 shares; 2026Q1: 19,868 shares 19,868 $790K 0.01% -3,268 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 10,269 shares; 2025Q1: 10,352 shares; 2025Q2: 10,710 shares; 2025Q3: 10,788 shares; 2025Q4: 10,871 shares; 2026Q1: 11,275 shares 11,275 $785K 0.01% +404 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,428 shares; 2025Q3: 20,428 shares; 2025Q4: 20,990 shares; 2026Q1: 17,054 shares 17,054 $782K 0.01% -3,936 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,860 shares; 2025Q1: 48,414 shares; 2025Q2: 41,552 shares; 2025Q3: 40,508 shares; 2025Q4: 40,631 shares; 2026Q1: 40,765 shares 40,765 $772K 0.01% +134 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: 1,650 shares; 2024Q4: 1,663 shares; 2025Q1: 2,132 shares; 2025Q2: 2,634 shares; 2025Q3: 2,783 shares; 2025Q4: 2,817 shares; 2026Q1: 3,336 shares 3,336 $771K 0.01% +519 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,427 shares; 2025Q1: 64,787 shares; 2025Q2: 65,200 shares; 2025Q3: 25,928 shares; 2025Q4: 17,644 shares; 2026Q1: 12,981 shares 12,981 $771K 0.01% -4,663 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: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,273 shares; 2026Q1: 1,094 shares 1,094 $762K 0.01% -179 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: not reported; 2024Q4: 4,358 shares; 2025Q1: 5,403 shares; 2025Q2: 5,485 shares; 2025Q3: 5,413 shares; 2025Q4: 5,469 shares; 2026Q1: 5,150 shares 5,150 $762K 0.01% -319 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,870 shares 14,870 $757K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,484 shares; 2024Q4: 544,693 shares; 2025Q1: 569,022 shares; 2025Q2: 66,439 shares; 2025Q3: 36,464 shares; 2025Q4: 34,185 shares; 2026Q1: 29,698 shares 29,698 $754K 0.01% -4,487 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: not reported; 2024Q4: 3,048 shares; 2025Q1: 3,852 shares; 2025Q2: 3,879 shares; 2025Q3: 3,842 shares; 2025Q4: 5,356 shares; 2026Q1: 5,674 shares 5,674 $751K 0.01% +318 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,752 shares; 2025Q4: 15,752 shares; 2026Q1: 15,752 shares 15,752 $746K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 6,154 shares; 2025Q1: 6,174 shares; 2025Q2: 6,260 shares; 2025Q3: 6,278 shares; 2025Q4: 6,609 shares; 2026Q1: 6,662 shares 6,662 $738K 0.01% +53 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,892 shares; 2026Q1: 1,741 shares 1,741 $737K 0.01% -151 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 5,855 shares; 2026Q1: 15,767 shares 15,767 $736K 0.01% +9,912 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,687 shares; 2025Q1: 8,181 shares; 2025Q2: 8,101 shares; 2025Q3: 8,077 shares; 2025Q4: 8,159 shares; 2026Q1: 7,751 shares 7,751 $736K 0.01% -408 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 6,275 shares; 2026Q1: 5,200 shares 5,200 $726K 0.01% -1,075 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,720 shares; 2025Q1: 16,506 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 14,651 shares; 2026Q1: 13,620 shares 13,620 $723K 0.01% -1,031 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,977 shares; 2025Q1: 2,535 shares; 2025Q2: 2,456 shares; 2025Q3: 2,929 shares; 2025Q4: 2,496 shares; 2026Q1: 3,029 shares 3,029 $720K 0.01% +533 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 6,714 shares; 2025Q1: 6,102 shares; 2025Q2: 7,778 shares; 2025Q3: 7,926 shares; 2025Q4: 8,525 shares; 2026Q1: 8,736 shares 8,736 $719K 0.01% +211 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 2,981 shares; 2025Q1: 4,052 shares; 2025Q2: 4,468 shares; 2025Q3: 4,437 shares; 2025Q4: 4,991 shares; 2026Q1: 4,056 shares 4,056 $712K 0.01% -935 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: 3,435 shares; 2024Q4: 4,043 shares; 2025Q1: 4,755 shares; 2025Q2: 4,475 shares; 2025Q3: 4,593 shares; 2025Q4: 4,935 shares; 2026Q1: 5,349 shares 5,349 $704K 0.01% +414 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: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 1,077 shares; 2025Q3: 1,107 shares; 2025Q4: 1,450 shares; 2026Q1: 1,652 shares 1,652 $702K 0.01% +202 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,705 shares; 2025Q2: 14,016 shares; 2025Q3: 14,058 shares; 2025Q4: 14,093 shares; 2026Q1: 14,144 shares 14,144 $701K 0.01% +51 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 950 shares; 2025Q2: 977 shares; 2025Q3: 980 shares; 2025Q4: 1,502 shares; 2026Q1: 1,596 shares 1,596 $697K 0.01% +94 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,593 shares; 2025Q4: 1,744 shares; 2026Q1: 4,098 shares 4,098 $694K 0.01% +2,354 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 4,096 shares; 2025Q2: 4,090 shares; 2025Q3: 4,098 shares; 2025Q4: 4,146 shares; 2026Q1: 4,054 shares 4,054 $694K 0.01% -92 Timeline FJUN 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: 7,500 shares; 2025Q3: 12,311 shares; 2025Q4: 20,134 shares; 2026Q1: 12,148 shares 12,148 $690K 0.01% -7,986 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,627 shares; 2024Q4: 16,212 shares; 2025Q1: 4,934 shares; 2025Q2: 5,165 shares; 2025Q3: 5,353 shares; 2025Q4: 5,110 shares; 2026Q1: 5,692 shares 5,692 $686K 0.01% +582 Timeline