SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020,107 shares; 2024Q4: 2,140,108 shares; 2025Q1: 2,194,327 shares; 2025Q2: 2,259,905 shares; 2025Q3: 2,298,704 shares; 2025Q4: not reported; 2026Q1: 2,753,087 shares 2,753,087 $98.9M 5.47% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,549 shares; 2024Q4: 611,529 shares; 2025Q1: 798,446 shares; 2025Q2: 994,382 shares; 2025Q3: 997,865 shares; 2025Q4: 1,015,733 shares; 2026Q1: 619,748 shares 619,748 $69.5M 3.84% -395,985 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,376 shares; 2024Q4: 378,394 shares; 2025Q1: 423,388 shares; 2025Q2: 430,145 shares; 2025Q3: 437,299 shares; 2025Q4: 457,119 shares; 2026Q1: 429,682 shares 429,682 $62.6M 3.46% -27,437 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: 68,622 shares; 2024Q4: 68,791 shares; 2025Q1: 72,234 shares; 2025Q2: 77,398 shares; 2025Q3: 79,840 shares; 2025Q4: 97,525 shares; 2026Q1: 102,303 shares 102,303 $61.1M 3.38% +4,778 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618,127 shares 618,127 $43.1M 2.38% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962,818 shares; 2024Q4: 977,740 shares; 2025Q1: 1,127,870 shares; 2025Q2: 1,221,775 shares; 2025Q3: 1,212,400 shares; 2025Q4: 1,180,856 shares; 2026Q1: 653,662 shares 653,662 $37.9M 2.09% -527,194 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: 120,311 shares; 2024Q4: 114,804 shares; 2025Q1: 114,948 shares; 2025Q2: 112,330 shares; 2025Q3: 145,978 shares; 2025Q4: 141,912 shares; 2026Q1: 143,206 shares 143,206 $36.3M 2.01% +1,294 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 39,191 shares; 2025Q1: 32,381 shares; 2025Q2: 29,997 shares; 2025Q3: 20,199 shares; 2025Q4: 20,021 shares; 2026Q1: 194,579 shares 194,579 $31.5M 1.74% +174,558 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: 19,857 shares; 2024Q4: 18,751 shares; 2025Q1: 20,262 shares; 2025Q2: 22,078 shares; 2025Q3: 16,406 shares; 2025Q4: 16,614 shares; 2026Q1: 208,270 shares 208,270 $30.5M 1.69% +191,656 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: 16,127 shares; 2024Q4: 15,215 shares; 2025Q1: 15,629 shares; 2025Q2: 9,719 shares; 2025Q3: 9,904 shares; 2025Q4: 9,831 shares; 2026Q1: 546,602 shares 546,602 $27M 1.49% +536,771 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: 146,524 shares; 2024Q4: 148,425 shares; 2025Q1: 153,323 shares; 2025Q2: 131,952 shares; 2025Q3: 134,828 shares; 2025Q4: 117,474 shares; 2026Q1: 138,703 shares 138,703 $26.6M 1.47% +21,229 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: 272,837 shares; 2024Q4: 273,775 shares; 2025Q1: 280,766 shares; 2025Q2: 286,892 shares; 2025Q3: 290,936 shares; 2025Q4: 295,859 shares; 2026Q1: 314,766 shares 314,766 $24.9M 1.38% +18,907 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: 169,070 shares; 2024Q4: 172,160 shares; 2025Q1: 174,615 shares; 2025Q2: 181,129 shares; 2025Q3: 185,973 shares; 2025Q4: 153,066 shares; 2026Q1: 157,470 shares 157,470 $23.3M 1.29% +4,404 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: 155,762 shares; 2024Q4: 164,601 shares; 2025Q1: 167,797 shares; 2025Q2: 204,601 shares; 2025Q3: 211,102 shares; 2025Q4: 237,673 shares; 2026Q1: 246,444 shares 246,444 $22.3M 1.23% +8,771 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,984 shares; 2024Q4: 729,745 shares; 2025Q1: 689,649 shares; 2025Q2: 670,775 shares; 2025Q3: 713,449 shares; 2025Q4: 756,226 shares; 2026Q1: 760,696 shares 760,696 $19.5M 1.08% +4,470 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: 69,463 shares; 2024Q4: 70,420 shares; 2025Q1: 39,582 shares; 2025Q2: 39,559 shares; 2025Q3: 46,640 shares; 2025Q4: 50,159 shares; 2026Q1: 52,101 shares 52,101 $19.3M 1.07% +1,942 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: 77,046 shares; 2024Q4: 73,550 shares; 2025Q1: 80,485 shares; 2025Q2: 80,118 shares; 2025Q3: 108,260 shares; 2025Q4: 108,999 shares; 2026Q1: 106,129 shares 106,129 $18.5M 1.02% -2,870 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: 115,530 shares; 2024Q4: 111,953 shares; 2025Q1: 115,755 shares; 2025Q2: 127,211 shares; 2025Q3: 130,968 shares; 2025Q4: 131,169 shares; 2026Q1: 134,376 shares 134,376 $16.7M 0.92% +3,207 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,209 shares; 2024Q4: 317,716 shares; 2025Q1: 322,838 shares; 2025Q2: 329,169 shares; 2025Q3: 335,548 shares; 2025Q4: 370,064 shares; 2026Q1: 391,214 shares 391,214 $16.5M 0.91% +21,150 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: 62,514 shares; 2024Q4: 61,768 shares; 2025Q1: 62,285 shares; 2025Q2: 73,049 shares; 2025Q3: 63,265 shares; 2025Q4: 123,400 shares; 2026Q1: 122,485 shares 122,485 $16.3M 0.9% -915 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,882 shares; 2024Q4: 619,347 shares; 2025Q1: 604,130 shares; 2025Q2: 613,995 shares; 2025Q3: 617,409 shares; 2025Q4: 615,009 shares; 2026Q1: 617,202 shares 617,202 $15.1M 0.83% +2,193 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: 48,033 shares; 2024Q4: 49,687 shares; 2025Q1: 53,811 shares; 2025Q2: 51,332 shares; 2025Q3: 50,383 shares; 2025Q4: 53,321 shares; 2026Q1: 167,601 shares 167,601 $13.8M 0.77% +114,280 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: 12,241 shares; 2024Q4: 13,339 shares; 2025Q1: 13,438 shares; 2025Q2: 20,126 shares; 2025Q3: 20,313 shares; 2025Q4: 20,288 shares; 2026Q1: 20,377 shares 20,377 $13.3M 0.74% +89 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: 12,867 shares; 2024Q4: 11,811 shares; 2025Q1: 11,789 shares; 2025Q2: 12,147 shares; 2025Q3: 13,108 shares; 2025Q4: 13,683 shares; 2026Q1: 14,054 shares 14,054 $12.9M 0.71% +371 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: 96,752 shares; 2024Q4: 116,529 shares; 2025Q1: 122,765 shares; 2025Q2: 135,889 shares; 2025Q3: 148,043 shares; 2025Q4: 125,064 shares; 2026Q1: 127,502 shares 127,502 $12.7M 0.7% +2,438 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: 41,089 shares; 2024Q4: 41,682 shares; 2025Q1: 43,968 shares; 2025Q2: 46,422 shares; 2025Q3: 48,190 shares; 2025Q4: 50,252 shares; 2026Q1: 51,138 shares 51,138 $12.5M 0.69% +886 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,300 shares; 2024Q4: 228,203 shares; 2025Q1: 372,019 shares; 2025Q2: 330,880 shares; 2025Q3: 343,980 shares; 2025Q4: 357,150 shares; 2026Q1: 365,973 shares 365,973 $12.4M 0.68% +8,823 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: 122,178 shares; 2024Q4: 122,614 shares; 2025Q1: 122,822 shares; 2025Q2: 133,665 shares; 2025Q3: 136,532 shares; 2025Q4: 123,619 shares; 2026Q1: 128,484 shares 128,484 $11.9M 0.66% +4,865 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: not reported; 2025Q2: 4,916 shares; 2025Q3: 15,658 shares; 2025Q4: 51,942 shares; 2026Q1: 114,644 shares 114,644 $11.5M 0.64% +62,702 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: 161,233 shares; 2024Q4: 165,273 shares; 2025Q1: 168,278 shares; 2025Q2: 189,716 shares; 2025Q3: 195,682 shares; 2025Q4: 201,409 shares; 2026Q1: 209,059 shares 209,059 $11.3M 0.62% +7,650 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: 94,314 shares; 2024Q4: 90,538 shares; 2025Q1: 89,915 shares; 2025Q2: 91,686 shares; 2025Q3: 90,231 shares; 2025Q4: 86,105 shares; 2026Q1: 79,857 shares 79,857 $11.1M 0.62% -6,248 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: 102,398 shares; 2024Q4: 298,728 shares; 2025Q1: 308,394 shares; 2025Q2: 328,645 shares; 2025Q3: 337,622 shares; 2025Q4: 336,457 shares; 2026Q1: 355,590 shares 355,590 $11M 0.61% +19,133 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: 238,830 shares; 2024Q4: 242,420 shares; 2025Q1: 241,428 shares; 2025Q2: 243,152 shares; 2025Q3: 245,264 shares; 2025Q4: 238,152 shares; 2026Q1: 231,641 shares 231,641 $10.4M 0.58% -6,511 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: 16,243 shares; 2024Q4: 15,945 shares; 2025Q1: 15,061 shares; 2025Q2: 8,650 shares; 2025Q3: 10,102 shares; 2025Q4: 12,498 shares; 2026Q1: 15,881 shares 15,881 $10.3M 0.57% +3,383 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,032 shares; 2024Q4: 66,643 shares; 2025Q1: 65,157 shares; 2025Q2: 58,005 shares; 2025Q3: 48,762 shares; 2025Q4: 49,229 shares; 2026Q1: 47,157 shares 47,157 $9.96M 0.55% -2,072 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,371 shares; 2024Q4: 87,629 shares; 2025Q1: 87,187 shares; 2025Q2: 89,965 shares; 2025Q3: 87,100 shares; 2025Q4: 94,671 shares; 2026Q1: 121,295 shares 121,295 $9.94M 0.55% +26,624 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: 131,641 shares; 2024Q4: 163,776 shares; 2025Q1: 107,452 shares; 2025Q2: 187,501 shares; 2025Q3: 172,893 shares; 2025Q4: 182,305 shares; 2026Q1: 129,183 shares 129,183 $9.89M 0.55% -53,122 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,091 shares; 2024Q4: 271,676 shares; 2025Q1: 257,340 shares; 2025Q2: 253,080 shares; 2025Q3: 251,541 shares; 2025Q4: 251,289 shares; 2026Q1: 276,345 shares 276,345 $9.79M 0.54% +25,056 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: 103,783 shares; 2024Q4: 105,531 shares; 2025Q1: 39,772 shares; 2025Q2: 36,978 shares; 2025Q3: 44,951 shares; 2025Q4: 45,269 shares; 2026Q1: 46,527 shares 46,527 $9.69M 0.54% +1,258 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,934 shares; 2024Q4: 16,385 shares; 2025Q1: 15,134 shares; 2025Q2: 35,513 shares; 2025Q3: 36,244 shares; 2025Q4: 37,837 shares; 2026Q1: 90,604 shares 90,604 $9.6M 0.53% +52,767 Timeline FONR FONAR CORP More: the full row for FONAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,332 shares; 2024Q4: 401,577 shares; 2025Q1: 406,296 shares; 2025Q2: 462,760 shares; 2025Q3: 483,522 shares; 2025Q4: 510,672 shares; 2026Q1: 497,482 shares 497,482 $9.23M 0.51% -13,190 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: 40,640 shares; 2024Q4: 42,661 shares; 2025Q1: 40,062 shares; 2025Q2: 42,488 shares; 2025Q3: 41,342 shares; 2025Q4: 41,985 shares; 2026Q1: 42,448 shares 42,448 $9.23M 0.51% +463 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,861 shares; 2024Q4: 87,062 shares; 2025Q1: 82,023 shares; 2025Q2: 82,564 shares; 2025Q3: 80,933 shares; 2025Q4: 88,658 shares; 2026Q1: 95,626 shares 95,626 $8.78M 0.49% +6,968 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,730 shares; 2024Q4: 169,731 shares; 2025Q1: 218,197 shares; 2025Q2: 171,804 shares; 2025Q3: 173,976 shares; 2025Q4: 170,524 shares; 2026Q1: 175,189 shares 175,189 $8.73M 0.48% +4,665 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: 90,921 shares; 2024Q4: 92,577 shares; 2025Q1: 97,132 shares; 2025Q2: 97,739 shares; 2025Q3: 102,350 shares; 2025Q4: 106,863 shares; 2026Q1: 112,060 shares 112,060 $8.52M 0.47% +5,197 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: 48,102 shares; 2024Q4: 48,560 shares; 2025Q1: 49,949 shares; 2025Q2: 51,594 shares; 2025Q3: 53,532 shares; 2025Q4: 55,737 shares; 2026Q1: 58,784 shares 58,784 $8.49M 0.47% +3,047 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: 30,641 shares; 2024Q4: 31,004 shares; 2025Q1: 41,483 shares; 2025Q2: 45,993 shares; 2025Q3: 59,931 shares; 2025Q4: 63,384 shares; 2026Q1: 68,029 shares 68,029 $8.45M 0.47% +4,645 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: 11,514 shares; 2024Q4: 10,731 shares; 2025Q1: 12,255 shares; 2025Q2: 26,940 shares; 2025Q3: 28,668 shares; 2025Q4: 27,901 shares; 2026Q1: 29,073 shares 29,073 $8.34M 0.46% +1,172 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: 242,097 shares; 2024Q4: 246,505 shares; 2025Q1: 228,252 shares; 2025Q2: 221,239 shares; 2025Q3: 235,821 shares; 2025Q4: 247,395 shares; 2026Q1: 255,287 shares 255,287 $7.68M 0.42% +7,892 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,657 shares; 2025Q3: 87,663 shares; 2025Q4: 88,541 shares; 2026Q1: 88,350 shares 88,350 $7.65M 0.42% -191 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: 47,822 shares; 2024Q4: 48,406 shares; 2025Q1: 51,333 shares; 2025Q2: 52,372 shares; 2025Q3: 52,580 shares; 2025Q4: 55,713 shares; 2026Q1: 57,987 shares 57,987 $7.59M 0.42% +2,274 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: 53,542 shares; 2024Q4: 47,194 shares; 2025Q1: 51,276 shares; 2025Q2: 51,041 shares; 2025Q3: 51,703 shares; 2025Q4: 52,447 shares; 2026Q1: 50,458 shares 50,458 $7.38M 0.41% -1,989 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,426 shares; 2024Q4: 27,118 shares; 2025Q1: 26,636 shares; 2025Q2: 26,604 shares; 2025Q3: 26,430 shares; 2025Q4: 26,581 shares; 2026Q1: 26,380 shares 26,380 $7.33M 0.41% -201 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: 72,109 shares; 2024Q4: 68,966 shares; 2025Q1: 68,373 shares; 2025Q2: 67,499 shares; 2025Q3: 65,215 shares; 2025Q4: 55,873 shares; 2026Q1: 53,353 shares 53,353 $7.25M 0.4% -2,520 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: 11,275 shares; 2024Q4: 11,970 shares; 2025Q1: 12,966 shares; 2025Q2: 12,680 shares; 2025Q3: 13,507 shares; 2025Q4: 18,465 shares; 2026Q1: 18,705 shares 18,705 $7.17M 0.4% +240 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: 50,816 shares; 2024Q4: 60,527 shares; 2025Q1: 59,073 shares; 2025Q2: 62,671 shares; 2025Q3: 70,070 shares; 2025Q4: 74,541 shares; 2026Q1: 152,155 shares 152,155 $7.16M 0.4% +77,614 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: 195,347 shares; 2024Q4: 208,071 shares; 2025Q1: 208,604 shares; 2025Q2: 191,063 shares; 2025Q3: 248,251 shares; 2025Q4: 248,933 shares; 2026Q1: 254,239 shares 254,239 $7.14M 0.39% +5,306 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,869 shares; 2024Q4: 50,059 shares; 2025Q1: 46,852 shares; 2025Q2: 48,579 shares; 2025Q3: 49,987 shares; 2025Q4: 62,059 shares; 2026Q1: 72,467 shares 72,467 $6.99M 0.39% +10,408 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: 76,782 shares; 2024Q4: 79,760 shares; 2025Q1: 82,962 shares; 2025Q2: 85,897 shares; 2025Q3: 90,684 shares; 2025Q4: 97,751 shares; 2026Q1: 103,378 shares 103,378 $6.98M 0.39% +5,627 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: 21,990 shares; 2024Q4: 21,694 shares; 2025Q1: 22,668 shares; 2025Q2: 23,263 shares; 2025Q3: 24,498 shares; 2025Q4: 25,633 shares; 2026Q1: 22,027 shares 22,027 $6.85M 0.38% -3,606 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: 59,676 shares; 2024Q4: 55,308 shares; 2025Q1: 59,560 shares; 2025Q2: 75,571 shares; 2025Q3: 90,237 shares; 2025Q4: 88,632 shares; 2026Q1: 88,035 shares 88,035 $6.83M 0.38% -597 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: 55,517 shares; 2024Q4: 59,380 shares; 2025Q1: 70,180 shares; 2025Q2: 70,726 shares; 2025Q3: 78,728 shares; 2025Q4: 80,549 shares; 2026Q1: 120,253 shares 120,253 $6.82M 0.38% +39,704 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: 49,787 shares; 2024Q4: 50,240 shares; 2025Q1: 51,154 shares; 2025Q2: 30,064 shares; 2025Q3: 30,746 shares; 2025Q4: 35,204 shares; 2026Q1: 107,659 shares 107,659 $6.74M 0.37% +72,455 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: 17,784 shares; 2024Q4: 16,819 shares; 2025Q1: 16,624 shares; 2025Q2: 16,005 shares; 2025Q3: 17,175 shares; 2025Q4: 18,397 shares; 2026Q1: 19,490 shares 19,490 $6.41M 0.35% +1,093 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,561 shares; 2024Q4: 55,536 shares; 2025Q1: 58,497 shares; 2025Q2: 52,613 shares; 2025Q3: 64,407 shares; 2025Q4: 73,337 shares; 2026Q1: 112,796 shares 112,796 $6.26M 0.35% +39,459 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: 139,818 shares; 2024Q4: 147,290 shares; 2025Q1: 107,556 shares; 2025Q2: 117,175 shares; 2025Q3: 124,634 shares; 2025Q4: 123,682 shares; 2026Q1: 124,169 shares 124,169 $6.23M 0.34% +487 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: 50,271 shares; 2024Q4: 50,824 shares; 2025Q1: 54,320 shares; 2025Q2: 54,981 shares; 2025Q3: 55,275 shares; 2025Q4: 59,926 shares; 2026Q1: 63,141 shares 63,141 $6.09M 0.34% +3,215 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: 172,634 shares; 2024Q4: 169,236 shares; 2025Q1: 220,505 shares; 2025Q2: 215,294 shares; 2025Q3: 198,465 shares; 2025Q4: 209,012 shares; 2026Q1: 210,143 shares 210,143 $6.09M 0.34% +1,131 Timeline ANGL 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: 149,030 shares; 2024Q4: 147,433 shares; 2025Q1: 151,841 shares; 2025Q2: 174,471 shares; 2025Q3: 180,466 shares; 2025Q4: 200,174 shares; 2026Q1: 208,220 shares 208,220 $5.98M 0.33% +8,046 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: 61,774 shares; 2024Q4: 63,748 shares; 2025Q1: 69,440 shares; 2025Q2: 71,394 shares; 2025Q3: 72,757 shares; 2025Q4: 77,983 shares; 2026Q1: 81,135 shares 81,135 $5.82M 0.32% +3,152 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: 179,739 shares; 2024Q4: 94,172 shares; 2025Q1: 131,420 shares; 2025Q2: 126,202 shares; 2025Q3: 174,826 shares; 2025Q4: 140,577 shares; 2026Q1: 60,256 shares 60,256 $5.75M 0.32% -80,321 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: 67,459 shares; 2024Q4: 32,905 shares; 2025Q1: 28,927 shares; 2025Q2: 38,630 shares; 2025Q3: 37,787 shares; 2025Q4: 40,420 shares; 2026Q1: 112,724 shares 112,724 $5.7M 0.32% +72,304 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,571 shares; 2024Q4: 38,329 shares; 2025Q1: 41,568 shares; 2025Q2: 47,188 shares; 2025Q3: 61,090 shares; 2025Q4: 64,194 shares; 2026Q1: 65,950 shares 65,950 $5.62M 0.31% +1,756 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: 11,086 shares; 2024Q4: 11,111 shares; 2025Q1: 11,150 shares; 2025Q2: 11,025 shares; 2025Q3: 11,442 shares; 2025Q4: 11,166 shares; 2026Q1: 7,855 shares 7,855 $5.56M 0.31% -3,311 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: 23,898 shares; 2024Q4: 24,765 shares; 2025Q1: 36,145 shares; 2025Q2: 41,404 shares; 2025Q3: 40,929 shares; 2025Q4: 40,845 shares; 2026Q1: 63,114 shares 63,114 $5.47M 0.3% +22,269 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: 22,470 shares; 2024Q4: 22,517 shares; 2025Q1: 20,317 shares; 2025Q2: 20,147 shares; 2025Q3: 21,885 shares; 2025Q4: 21,216 shares; 2026Q1: 22,396 shares 22,396 $5.43M 0.3% +1,180 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: 11,599 shares; 2025Q2: 18,632 shares; 2025Q3: 45,530 shares; 2025Q4: 61,241 shares; 2026Q1: 79,561 shares 79,561 $5.42M 0.3% +18,320 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: 19,286 shares; 2024Q4: 19,075 shares; 2025Q1: 19,696 shares; 2025Q2: 19,854 shares; 2025Q3: 19,637 shares; 2025Q4: 21,222 shares; 2026Q1: 22,421 shares 22,421 $5.15M 0.28% +1,199 Timeline DIVB ISHARES 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: 31,040 shares; 2025Q2: 80,815 shares; 2025Q3: 84,733 shares; 2025Q4: 96,183 shares; 2026Q1: 95,291 shares 95,291 $5.14M 0.28% -892 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: 25,128 shares; 2024Q4: 26,426 shares; 2025Q1: 26,934 shares; 2025Q2: 26,831 shares; 2025Q3: 33,027 shares; 2025Q4: 74,385 shares; 2026Q1: 83,448 shares 83,448 $5.11M 0.28% +9,063 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,967 shares; 2024Q4: 111,976 shares; 2025Q1: 118,829 shares; 2025Q2: 184,773 shares; 2025Q3: 119,632 shares; 2025Q4: 127,883 shares; 2026Q1: 171,621 shares 171,621 $5M 0.28% +43,738 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,723 shares; 2025Q4: 71,211 shares; 2026Q1: 71,938 shares 71,938 $4.95M 0.27% +727 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: 19,926 shares; 2024Q4: 16,240 shares; 2025Q1: 15,716 shares; 2025Q2: 16,411 shares; 2025Q3: 16,021 shares; 2025Q4: 22,665 shares; 2026Q1: 22,773 shares 22,773 $4.9M 0.27% +108 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,177 shares; 2024Q4: 41,216 shares; 2025Q1: 39,374 shares; 2025Q2: 38,686 shares; 2025Q3: 38,439 shares; 2025Q4: 39,184 shares; 2026Q1: 40,743 shares 40,743 $4.89M 0.27% +1,559 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: 13,051 shares; 2024Q4: 15,065 shares; 2025Q1: 15,298 shares; 2025Q2: 25,844 shares; 2025Q3: 26,479 shares; 2025Q4: 24,654 shares; 2026Q1: 24,526 shares 24,526 $4.81M 0.27% -128 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,744 shares; 2024Q4: 43,447 shares; 2025Q1: 50,457 shares; 2025Q2: 129,705 shares; 2025Q3: 133,504 shares; 2025Q4: 135,826 shares; 2026Q1: 130,293 shares 130,293 $4.69M 0.26% -5,533 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: not reported; 2025Q1: 172,366 shares; 2025Q2: 14,056 shares; 2025Q3: 13,476 shares; 2025Q4: not reported; 2026Q1: 152,605 shares 152,605 $4.61M 0.26% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,658 shares; 2025Q1: 8,014 shares; 2025Q2: 8,728 shares; 2025Q3: 7,283 shares; 2025Q4: 7,532 shares; 2026Q1: 7,629 shares 7,629 $4.61M 0.25% +97 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 4,895 shares; 2025Q1: 4,637 shares; 2025Q2: 55,783 shares; 2025Q3: 58,564 shares; 2025Q4: 115,001 shares; 2026Q1: 123,261 shares 123,261 $4.53M 0.25% +8,260 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: 6,870 shares; 2024Q4: 6,007 shares; 2025Q1: 6,440 shares; 2025Q2: 6,913 shares; 2025Q3: 7,327 shares; 2025Q4: 8,027 shares; 2026Q1: 7,889 shares 7,889 $4.51M 0.25% -138 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,823 shares; 2024Q4: 25,409 shares; 2025Q1: 25,275 shares; 2025Q2: 25,708 shares; 2025Q3: 25,647 shares; 2025Q4: 28,630 shares; 2026Q1: 28,362 shares 28,362 $4.49M 0.25% -268 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: 9,969 shares; 2024Q4: 11,032 shares; 2025Q1: 11,090 shares; 2025Q2: 12,856 shares; 2025Q3: 13,920 shares; 2025Q4: 13,776 shares; 2026Q1: 13,518 shares 13,518 $4.44M 0.25% -258 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: 8,465 shares; 2024Q4: 8,783 shares; 2025Q1: 10,136 shares; 2025Q2: 12,434 shares; 2025Q3: 17,622 shares; 2025Q4: 19,163 shares; 2026Q1: 19,543 shares 19,543 $4.42M 0.24% +380 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 29,442 shares; 2025Q1: 29,886 shares; 2025Q2: 29,681 shares; 2025Q3: 29,605 shares; 2025Q4: 28,988 shares; 2026Q1: 28,698 shares 28,698 $4.34M 0.24% -290 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: 36,322 shares; 2024Q4: 36,613 shares; 2025Q1: 41,154 shares; 2025Q2: 32,813 shares; 2025Q3: 36,147 shares; 2025Q4: 39,476 shares; 2026Q1: 44,239 shares 44,239 $4.33M 0.24% +4,763 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: 4,197 shares; 2024Q4: 4,355 shares; 2025Q1: 14,147 shares; 2025Q2: 14,185 shares; 2025Q3: 16,255 shares; 2025Q4: 21,207 shares; 2026Q1: 21,255 shares 21,255 $4.32M 0.24% +48 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: 8,764 shares; 2024Q4: 10,503 shares; 2025Q1: 10,577 shares; 2025Q2: 11,797 shares; 2025Q3: 11,680 shares; 2025Q4: 12,056 shares; 2026Q1: 12,430 shares 12,430 $4.27M 0.24% +374 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,352 shares; 2024Q4: 78,024 shares; 2025Q1: 83,245 shares; 2025Q2: 74,387 shares; 2025Q3: 49,074 shares; 2025Q4: 50,341 shares; 2026Q1: 44,542 shares 44,542 $4.25M 0.24% -5,799 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 111,449 shares; 2025Q4: 129,005 shares; 2026Q1: 147,838 shares 147,838 $4.24M 0.23% +18,833 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: 8,149 shares; 2024Q4: 9,095 shares; 2025Q1: 11,060 shares; 2025Q2: 11,176 shares; 2025Q3: 13,109 shares; 2025Q4: 13,187 shares; 2026Q1: 13,225 shares 13,225 $4.24M 0.23% +38 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: 4,001 shares; 2024Q4: 5,119 shares; 2025Q1: 5,868 shares; 2025Q2: 5,999 shares; 2025Q3: 7,922 shares; 2025Q4: 8,373 shares; 2026Q1: 8,526 shares 8,526 $4.09M 0.23% +153 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,189 shares 102,189 $4.05M 0.22% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 42,988 shares; 2025Q1: 41,133 shares; 2025Q2: 41,478 shares; 2025Q3: 40,847 shares; 2025Q4: 43,314 shares; 2026Q1: 47,422 shares 47,422 $4.03M 0.22% +4,108 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,415 shares 79,415 $3.97M 0.22% new 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: 5,744 shares; 2024Q4: 4,866 shares; 2025Q1: 5,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,479 shares 39,479 $3.82M 0.21% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 87,811 shares 87,811 $3.81M 0.21% +76,111 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: 15,929 shares; 2024Q4: 13,098 shares; 2025Q1: 14,079 shares; 2025Q2: 9,459 shares; 2025Q3: 10,936 shares; 2025Q4: 12,178 shares; 2026Q1: 12,298 shares 12,298 $3.81M 0.21% +120 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: 2,346 shares; 2024Q4: 2,759 shares; 2025Q1: 2,782 shares; 2025Q2: 3,261 shares; 2025Q3: 5,131 shares; 2025Q4: 7,855 shares; 2026Q1: 8,807 shares 8,807 $3.79M 0.21% +952 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: 52,217 shares; 2024Q4: 52,261 shares; 2025Q1: 55,417 shares; 2025Q2: 50,214 shares; 2025Q3: 55,091 shares; 2025Q4: 62,554 shares; 2026Q1: 65,147 shares 65,147 $3.69M 0.2% +2,593 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: 6,447 shares; 2024Q4: 6,240 shares; 2025Q1: 6,085 shares; 2025Q2: 5,825 shares; 2025Q3: 5,993 shares; 2025Q4: 6,611 shares; 2026Q1: 6,540 shares 6,540 $3.68M 0.2% -71 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,436 shares; 2025Q2: 27,490 shares; 2025Q3: 45,267 shares; 2025Q4: 48,613 shares; 2026Q1: 50,190 shares 50,190 $3.63M 0.2% +1,577 Timeline PMMF 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: 36,055 shares 36,055 $3.62M 0.2% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 5,786 shares; 2025Q3: 4,957 shares; 2025Q4: 5,409 shares; 2026Q1: 70,763 shares 70,763 $3.61M 0.2% +65,354 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: 2,225 shares; 2024Q4: 2,048 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 11,957 shares; 2025Q4: 12,703 shares; 2026Q1: 19,855 shares 19,855 $3.6M 0.2% +7,152 Timeline XSD 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: 19,785 shares; 2024Q4: 17,294 shares; 2025Q1: 15,747 shares; 2025Q2: 12,096 shares; 2025Q3: 11,657 shares; 2025Q4: 11,056 shares; 2026Q1: 10,835 shares 10,835 $3.53M 0.2% -221 Timeline BAB 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: 115,620 shares; 2024Q4: 112,721 shares; 2025Q1: 116,026 shares; 2025Q2: 117,281 shares; 2025Q3: 119,616 shares; 2025Q4: 123,202 shares; 2026Q1: 130,281 shares 130,281 $3.51M 0.19% +7,079 Timeline SKYY 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: 33,071 shares; 2024Q4: 32,898 shares; 2025Q1: 32,367 shares; 2025Q2: 33,388 shares; 2025Q3: 32,852 shares; 2025Q4: 32,723 shares; 2026Q1: 32,092 shares 32,092 $3.51M 0.19% -631 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,793 shares; 2024Q4: 34,109 shares; 2025Q1: 37,731 shares; 2025Q2: 36,520 shares; 2025Q3: 40,159 shares; 2025Q4: 50,323 shares; 2026Q1: 46,652 shares 46,652 $3.51M 0.19% -3,671 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: 14,522 shares; 2024Q4: 44,725 shares; 2025Q1: 44,886 shares; 2025Q2: 47,694 shares; 2025Q3: 47,461 shares; 2025Q4: 53,194 shares; 2026Q1: 114,452 shares 114,452 $3.49M 0.19% +61,258 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 11,023 shares; 2025Q1: 17,001 shares; 2025Q2: 21,071 shares; 2025Q3: 23,063 shares; 2025Q4: 28,536 shares; 2026Q1: 31,759 shares 31,759 $3.48M 0.19% +3,223 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares; 2026Q1: 34,317 shares 34,317 $3.45M 0.19% +31,884 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: 3,065 shares; 2024Q4: 3,125 shares; 2025Q1: 3,061 shares; 2025Q2: 2,836 shares; 2025Q3: 3,015 shares; 2025Q4: 3,171 shares; 2026Q1: 3,382 shares 3,382 $3.37M 0.19% +211 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: 11,387 shares; 2024Q4: 10,175 shares; 2025Q1: 10,974 shares; 2025Q2: 9,359 shares; 2025Q3: 9,855 shares; 2025Q4: 9,953 shares; 2026Q1: 11,351 shares 11,351 $3.34M 0.18% +1,398 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,673 shares; 2024Q4: 28,807 shares; 2025Q1: 26,883 shares; 2025Q2: 28,528 shares; 2025Q3: 30,078 shares; 2025Q4: 20,915 shares; 2026Q1: 21,223 shares 21,223 $3.3M 0.18% +308 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: 9,350 shares; 2024Q4: 9,113 shares; 2025Q1: 9,209 shares; 2025Q2: 9,205 shares; 2025Q3: 9,340 shares; 2025Q4: 9,439 shares; 2026Q1: 9,312 shares 9,312 $3.28M 0.18% -127 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,662 shares; 2026Q1: 35,489 shares 35,489 $3.27M 0.18% +2,827 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 38,764 shares; 2025Q1: 40,661 shares; 2025Q2: 44,111 shares; 2025Q3: 47,891 shares; 2025Q4: 52,833 shares; 2026Q1: 56,217 shares 56,217 $3.24M 0.18% +3,384 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: 8,217 shares; 2024Q4: 8,498 shares; 2025Q1: 9,787 shares; 2025Q2: 9,479 shares; 2025Q3: 10,709 shares; 2025Q4: 11,360 shares; 2026Q1: 11,233 shares 11,233 $3.23M 0.18% -127 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,653 shares; 2024Q4: 15,654 shares; 2025Q1: 15,591 shares; 2025Q2: 15,591 shares; 2025Q3: 15,750 shares; 2025Q4: 15,733 shares; 2026Q1: 15,850 shares 15,850 $3.22M 0.18% +117 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: 3,746 shares; 2024Q4: 3,800 shares; 2025Q1: 5,200 shares; 2025Q2: 7,780 shares; 2025Q3: 12,380 shares; 2025Q4: 11,875 shares; 2026Q1: 11,844 shares 11,844 $3.2M 0.18% -31 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: 120,618 shares; 2024Q4: 72,408 shares; 2025Q1: 68,019 shares; 2025Q2: 64,381 shares; 2025Q3: 64,829 shares; 2025Q4: 62,017 shares; 2026Q1: 63,081 shares 63,081 $3.18M 0.18% +1,064 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,836 shares; 2025Q4: 41,358 shares; 2026Q1: 61,232 shares 61,232 $3.1M 0.17% +19,874 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: 5,296 shares; 2024Q4: 5,708 shares; 2025Q1: 7,309 shares; 2025Q2: 13,323 shares; 2025Q3: 18,080 shares; 2025Q4: 18,245 shares; 2026Q1: 18,212 shares 18,212 $3.09M 0.17% -33 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,801 shares 15,801 $3.06M 0.17% new 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: 6,919 shares; 2024Q4: 6,441 shares; 2025Q1: 6,337 shares; 2025Q2: 6,514 shares; 2025Q3: 6,037 shares; 2025Q4: 5,863 shares; 2026Q1: 5,621 shares 5,621 $3.02M 0.17% -242 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,163 shares; 2024Q4: 30,330 shares; 2025Q1: 29,959 shares; 2025Q2: 30,590 shares; 2025Q3: 31,065 shares; 2025Q4: 30,663 shares; 2026Q1: 29,953 shares 29,953 $2.99M 0.17% -710 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,143 shares 36,143 $2.98M 0.16% new 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: 3,346 shares; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 5,350 shares; 2025Q3: 38,096 shares; 2025Q4: 81,873 shares; 2026Q1: 63,896 shares 63,896 $2.93M 0.16% -17,977 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 16,083 shares; 2025Q1: 16,896 shares; 2025Q2: 22,128 shares; 2025Q3: 26,417 shares; 2025Q4: 40,556 shares; 2026Q1: 38,745 shares 38,745 $2.92M 0.16% -1,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,841 shares 21,841 $2.88M 0.16% new 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: 7,193 shares; 2024Q4: 7,147 shares; 2025Q1: 8,145 shares; 2025Q2: 41,703 shares; 2025Q3: 19,476 shares; 2025Q4: 25,934 shares; 2026Q1: 12,064 shares 12,064 $2.87M 0.16% -13,870 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: 49,765 shares; 2024Q4: 48,913 shares; 2025Q1: 25,829 shares; 2025Q2: 26,098 shares; 2025Q3: 26,147 shares; 2025Q4: 27,769 shares; 2026Q1: 31,899 shares 31,899 $2.86M 0.16% +4,130 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: 21,644 shares; 2024Q4: 21,138 shares; 2025Q1: 20,023 shares; 2025Q2: 20,052 shares; 2025Q3: 20,024 shares; 2025Q4: 23,694 shares; 2026Q1: 26,448 shares 26,448 $2.81M 0.16% +2,754 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,191 shares; 2026Q1: 11,011 shares 11,011 $2.8M 0.15% -180 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: 36,895 shares; 2024Q4: 26,572 shares; 2025Q1: 22,173 shares; 2025Q2: 21,474 shares; 2025Q3: 26,325 shares; 2025Q4: 25,581 shares; 2026Q1: 23,807 shares 23,807 $2.69M 0.15% -1,774 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,533 shares 62,533 $2.68M 0.15% new 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: 66,097 shares; 2024Q4: 67,594 shares; 2025Q1: 70,772 shares; 2025Q2: 45,075 shares; 2025Q3: 47,353 shares; 2025Q4: 22,617 shares; 2026Q1: 24,356 shares 24,356 $2.62M 0.14% +1,739 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: 18,485 shares; 2024Q4: 50,135 shares; 2025Q1: 68,515 shares; 2025Q2: 24,036 shares; 2025Q3: 67,461 shares; 2025Q4: 30,783 shares; 2026Q1: 28,241 shares 28,241 $2.59M 0.14% -2,542 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,705 shares; 2025Q3: 8,943 shares; 2025Q4: 8,908 shares; 2026Q1: 12,957 shares 12,957 $2.57M 0.14% +4,049 Timeline VONV 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: 4,990 shares; 2024Q4: 8,147 shares; 2025Q1: 13,077 shares; 2025Q2: 16,083 shares; 2025Q3: 19,405 shares; 2025Q4: 24,974 shares; 2026Q1: 27,373 shares 27,373 $2.57M 0.14% +2,399 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 6,068 shares; 2025Q1: 6,436 shares; 2025Q2: 6,942 shares; 2025Q3: 7,274 shares; 2025Q4: 7,374 shares; 2026Q1: 6,979 shares 6,979 $2.56M 0.14% -395 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: 80,595 shares; 2024Q4: 81,886 shares; 2025Q1: 79,688 shares; 2025Q2: 79,307 shares; 2025Q3: 78,648 shares; 2025Q4: 72,105 shares; 2026Q1: 68,400 shares 68,400 $2.56M 0.14% -3,705 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: 68,056 shares; 2024Q4: 207,852 shares; 2025Q1: 157,347 shares; 2025Q2: 70,640 shares; 2025Q3: 56,021 shares; 2025Q4: 53,415 shares; 2026Q1: 81,491 shares 81,491 $2.5M 0.14% +28,076 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,153 shares; 2024Q4: 26,851 shares; 2025Q1: 27,706 shares; 2025Q2: 28,323 shares; 2025Q3: 30,010 shares; 2025Q4: 34,855 shares; 2026Q1: 35,212 shares 35,212 $2.47M 0.14% +357 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: 18,873 shares; 2024Q4: 21,323 shares; 2025Q1: 22,504 shares; 2025Q2: 28,722 shares; 2025Q3: 35,632 shares; 2025Q4: 45,743 shares; 2026Q1: 53,908 shares 53,908 $2.46M 0.14% +8,165 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 10,701 shares; 2025Q3: 21,298 shares; 2025Q4: 21,393 shares; 2026Q1: 21,418 shares 21,418 $2.41M 0.13% +25 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 19,746 shares; 2025Q4: 19,625 shares; 2026Q1: 20,858 shares 20,858 $2.4M 0.13% +1,233 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: 7,460 shares; 2024Q4: 7,987 shares; 2025Q1: 8,144 shares; 2025Q2: 9,446 shares; 2025Q3: 10,309 shares; 2025Q4: 11,047 shares; 2026Q1: 11,403 shares 11,403 $2.36M 0.13% +356 Timeline DFAT 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: 37,762 shares 37,762 $2.36M 0.13% new 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: 3,892 shares; 2024Q4: 8,453 shares; 2025Q1: 8,675 shares; 2025Q2: 9,388 shares; 2025Q3: 10,818 shares; 2025Q4: 13,385 shares; 2026Q1: 14,699 shares 14,699 $2.36M 0.13% +1,314 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,119 shares; 2024Q4: 26,119 shares; 2025Q1: 7,934 shares; 2025Q2: 7,934 shares; 2025Q3: 43,154 shares; 2025Q4: 44,118 shares; 2026Q1: 44,846 shares 44,846 $2.35M 0.13% +728 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: 47,240 shares; 2025Q3: 59,156 shares; 2025Q4: 72,381 shares; 2026Q1: 89,362 shares 89,362 $2.34M 0.13% +16,981 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,043 shares; 2024Q4: 35,896 shares; 2025Q1: 36,363 shares; 2025Q2: 35,299 shares; 2025Q3: 35,896 shares; 2025Q4: 35,446 shares; 2026Q1: 35,647 shares 35,647 $2.32M 0.13% +201 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: 1,793 shares; 2024Q4: 1,573 shares; 2025Q1: 1,618 shares; 2025Q2: 2,047 shares; 2025Q3: 2,792 shares; 2025Q4: 12,269 shares; 2026Q1: 15,704 shares 15,704 $2.31M 0.13% +3,435 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: 18,665 shares; 2024Q4: 18,585 shares; 2025Q1: 18,550 shares; 2025Q2: 18,288 shares; 2025Q3: 20,342 shares; 2025Q4: 20,307 shares; 2026Q1: 20,387 shares 20,387 $2.31M 0.13% +80 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,391 shares; 2024Q4: 21,834 shares; 2025Q1: 20,695 shares; 2025Q2: 21,336 shares; 2025Q3: 20,965 shares; 2025Q4: 6,075 shares; 2026Q1: 37,120 shares 37,120 $2.29M 0.13% +31,045 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 64,299 shares; 2026Q1: 112,833 shares 112,833 $2.28M 0.13% +48,534 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,642 shares; 2024Q4: 70,586 shares; 2025Q1: 70,962 shares; 2025Q2: 53,363 shares; 2025Q3: 53,339 shares; 2025Q4: 48,289 shares; 2026Q1: 49,134 shares 49,134 $2.25M 0.12% +845 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: 31,484 shares; 2024Q4: 31,701 shares; 2025Q1: 32,630 shares; 2025Q2: 33,974 shares; 2025Q3: 34,351 shares; 2025Q4: 14,355 shares; 2026Q1: 18,737 shares 18,737 $2.25M 0.12% +4,382 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,480 shares; 2024Q4: 42,271 shares; 2025Q1: 41,573 shares; 2025Q2: 40,880 shares; 2025Q3: 41,176 shares; 2025Q4: 40,189 shares; 2026Q1: 39,341 shares 39,341 $2.25M 0.12% -848 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,595 shares; 2026Q1: 233,883 shares 233,883 $2.25M 0.12% +46,288 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: 24,867 shares; 2024Q4: 25,590 shares; 2025Q1: 28,240 shares; 2025Q2: 37,603 shares; 2025Q3: 50,680 shares; 2025Q4: 45,043 shares; 2026Q1: 46,052 shares 46,052 $2.23M 0.12% +1,009 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: 440 shares; 2025Q1: 885 shares; 2025Q2: 1,002 shares; 2025Q3: 2,572 shares; 2025Q4: 3,024 shares; 2026Q1: 3,187 shares 3,187 $2.17M 0.12% +163 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,995 shares; 2025Q2: 11,741 shares; 2025Q3: 171,131 shares; 2025Q4: 30,394 shares; 2026Q1: 89,665 shares 89,665 $2.17M 0.12% +59,271 Timeline VLU 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: 10,197 shares; 2024Q4: 9,786 shares; 2025Q1: 10,035 shares; 2025Q2: 9,706 shares; 2025Q3: 10,162 shares; 2025Q4: 10,176 shares; 2026Q1: 10,049 shares 10,049 $2.16M 0.12% -127 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,181 shares; 2024Q4: 15,091 shares; 2025Q1: 16,379 shares; 2025Q2: 14,697 shares; 2025Q3: 14,723 shares; 2025Q4: 15,439 shares; 2026Q1: 18,033 shares 18,033 $2.14M 0.12% +2,594 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: 4,225 shares; 2024Q4: 5,188 shares; 2025Q1: 4,773 shares; 2025Q2: 5,741 shares; 2025Q3: 5,281 shares; 2025Q4: 5,507 shares; 2026Q1: 5,741 shares 5,741 $2.13M 0.12% +234 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,374 shares; 2025Q1: 1,803 shares; 2025Q2: 2,133 shares; 2025Q3: 2,204 shares; 2025Q4: 2,712 shares; 2026Q1: 2,925 shares 2,925 $2.13M 0.12% +213 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: 37,824 shares; 2024Q4: 36,446 shares; 2025Q1: 36,252 shares; 2025Q2: 37,386 shares; 2025Q3: 37,399 shares; 2025Q4: 13,664 shares; 2026Q1: 19,109 shares 19,109 $2.11M 0.12% +5,445 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 11,255 shares; 2025Q1: 11,473 shares; 2025Q2: 11,107 shares; 2025Q3: 10,528 shares; 2025Q4: 8,980 shares; 2026Q1: 8,439 shares 8,439 $2.1M 0.12% -541 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: 13,543 shares; 2024Q4: 13,962 shares; 2025Q1: 14,751 shares; 2025Q2: 16,258 shares; 2025Q3: 17,070 shares; 2025Q4: 20,378 shares; 2026Q1: 22,596 shares 22,596 $2.1M 0.12% +2,218 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: 9,743 shares; 2024Q4: 43,542 shares; 2025Q1: 42,762 shares; 2025Q2: 37,796 shares; 2025Q3: 28,318 shares; 2025Q4: 28,381 shares; 2026Q1: 29,461 shares 29,461 $2.07M 0.11% +1,080 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 4,319 shares; 2025Q4: 5,295 shares; 2026Q1: 23,797 shares 23,797 $2.06M 0.11% +18,502 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,424 shares; 2025Q1: 5,088 shares; 2025Q2: 5,939 shares; 2025Q3: 6,896 shares; 2025Q4: 8,244 shares; 2026Q1: 9,350 shares 9,350 $2.05M 0.11% +1,106 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,463 shares; 2024Q4: 36,455 shares; 2025Q1: 37,671 shares; 2025Q2: 33,891 shares; 2025Q3: 22,523 shares; 2025Q4: 26,819 shares; 2026Q1: 28,671 shares 28,671 $2.05M 0.11% +1,852 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: 8,591 shares; 2024Q4: 8,575 shares; 2025Q1: 10,007 shares; 2025Q2: 9,975 shares; 2025Q3: 11,509 shares; 2025Q4: 12,139 shares; 2026Q1: 12,750 shares 12,750 $2.04M 0.11% +611 Timeline XMVM 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: 31,293 shares; 2024Q4: 29,573 shares; 2025Q1: 30,257 shares; 2025Q2: 30,338 shares; 2025Q3: 31,990 shares; 2025Q4: 31,507 shares; 2026Q1: 31,040 shares 31,040 $2.02M 0.11% -467 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: 5,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,973 shares; 2025Q3: 4,839 shares; 2025Q4: 20,347 shares; 2026Q1: 22,025 shares 22,025 $1.94M 0.11% +1,678 Timeline VSDA 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: 54,853 shares; 2024Q4: 54,460 shares; 2025Q1: 52,118 shares; 2025Q2: 50,355 shares; 2025Q3: 47,598 shares; 2025Q4: 45,569 shares; 2026Q1: 35,497 shares 35,497 $1.93M 0.11% -10,072 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,854 shares; 2025Q2: 10,044 shares; 2025Q3: 10,160 shares; 2025Q4: 10,302 shares; 2026Q1: 10,763 shares 10,763 $1.93M 0.11% +461 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,994 shares; 2025Q1: 2,005 shares; 2025Q2: 1,708 shares; 2025Q3: 1,899 shares; 2025Q4: 1,824 shares; 2026Q1: 2,282 shares 2,282 $1.93M 0.11% +458 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: 1,489 shares; 2024Q4: 1,714 shares; 2025Q1: 2,335 shares; 2025Q2: 2,458 shares; 2025Q3: 2,437 shares; 2025Q4: 2,579 shares; 2026Q1: 2,748 shares 2,748 $1.92M 0.11% +169 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: 3,066 shares; 2024Q4: 2,980 shares; 2025Q1: 3,110 shares; 2025Q2: 5,025 shares; 2025Q3: 5,429 shares; 2025Q4: 5,765 shares; 2026Q1: 6,253 shares 6,253 $1.89M 0.1% +488 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,251 shares 17,251 $1.88M 0.1% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,389 shares; 2024Q4: 23,236 shares; 2025Q1: 22,952 shares; 2025Q2: 22,541 shares; 2025Q3: 24,560 shares; 2025Q4: 25,597 shares; 2026Q1: 25,538 shares 25,538 $1.88M 0.1% -59 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,595 shares 19,595 $1.88M 0.1% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,257 shares 66,257 $1.84M 0.1% new 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: 4,134 shares; 2024Q4: 5,907 shares; 2025Q1: 6,595 shares; 2025Q2: 9,647 shares; 2025Q3: 9,308 shares; 2025Q4: 48,074 shares; 2026Q1: 15,903 shares 15,903 $1.83M 0.1% -32,171 Timeline ILF ISHARES 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: 50,832 shares 50,832 $1.81M 0.1% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 9,565 shares; 2025Q1: 22,732 shares; 2025Q2: 30,951 shares; 2025Q3: 37,231 shares; 2025Q4: 41,618 shares; 2026Q1: 42,392 shares 42,392 $1.79M 0.1% +774 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,580 shares; 2024Q4: 23,862 shares; 2025Q1: 23,303 shares; 2025Q2: 25,311 shares; 2025Q3: 25,496 shares; 2025Q4: 26,484 shares; 2026Q1: 26,175 shares 26,175 $1.77M 0.1% -309 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,635 shares; 2025Q1: 7,450 shares; 2025Q2: 7,508 shares; 2025Q3: 8,108 shares; 2025Q4: 9,905 shares; 2026Q1: 11,665 shares 11,665 $1.75M 0.1% +1,760 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,996 shares; 2024Q4: 14,722 shares; 2025Q1: 14,298 shares; 2025Q2: 10,376 shares; 2025Q3: 10,344 shares; 2025Q4: 10,168 shares; 2026Q1: 10,291 shares 10,291 $1.74M 0.1% +123 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,272 shares; 2024Q4: 15,340 shares; 2025Q1: 25,345 shares; 2025Q2: 18,870 shares; 2025Q3: 18,902 shares; 2025Q4: 27,882 shares; 2026Q1: 32,927 shares 32,927 $1.74M 0.1% +5,045 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: 42,424 shares; 2024Q4: 44,636 shares; 2025Q1: 44,431 shares; 2025Q2: 46,595 shares; 2025Q3: 48,155 shares; 2025Q4: 34,685 shares; 2026Q1: 39,402 shares 39,402 $1.74M 0.1% +4,717 Timeline YELP YELP INC More: the full row for YELP 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: 68,080 shares 68,080 $1.68M 0.09% new 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: 12,776 shares; 2024Q4: 12,732 shares; 2025Q1: 12,732 shares; 2025Q2: 25,471 shares; 2025Q3: 46,186 shares; 2025Q4: 61,967 shares; 2026Q1: 73,460 shares 73,460 $1.68M 0.09% +11,493 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: 15,912 shares; 2024Q4: 21,800 shares; 2025Q1: 18,360 shares; 2025Q2: 18,334 shares; 2025Q3: 17,728 shares; 2025Q4: 16,922 shares; 2026Q1: 22,717 shares 22,717 $1.67M 0.09% +5,795 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 16,084 shares; 2025Q1: 18,658 shares; 2025Q2: 20,202 shares; 2025Q3: 21,016 shares; 2025Q4: 22,872 shares; 2026Q1: 26,108 shares 26,108 $1.67M 0.09% +3,236 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: 350,410 shares; 2024Q4: 436,572 shares; 2025Q1: 462,667 shares; 2025Q2: 465,289 shares; 2025Q3: 470,063 shares; 2025Q4: 481,684 shares; 2026Q1: 11,514 shares 11,514 $1.67M 0.09% -470,170 Timeline NRXS NEURAXIS INC More: the full row for NEURAXIS 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: 33,395 shares; 2025Q4: 222,605 shares; 2026Q1: 225,555 shares 225,555 $1.67M 0.09% +2,950 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: 6,406 shares; 2024Q4: 4,731 shares; 2025Q1: 4,768 shares; 2025Q2: 4,519 shares; 2025Q3: 5,079 shares; 2025Q4: 5,389 shares; 2026Q1: 5,879 shares 5,879 $1.67M 0.09% +490 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: 2,221 shares; 2024Q4: 2,435 shares; 2025Q1: 2,444 shares; 2025Q2: 2,225 shares; 2025Q3: 2,499 shares; 2025Q4: 3,626 shares; 2026Q1: 3,756 shares 3,756 $1.64M 0.09% +130 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 36,366 shares 36,366 $1.61M 0.09% +29,216 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: 26,751 shares; 2024Q4: 26,851 shares; 2025Q1: 29,118 shares; 2025Q2: 32,583 shares; 2025Q3: 35,572 shares; 2025Q4: 39,905 shares; 2026Q1: 40,810 shares 40,810 $1.61M 0.09% +905 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,412 shares; 2024Q4: 9,561 shares; 2025Q1: 65,062 shares; 2025Q2: 59,648 shares; 2025Q3: 12,652 shares; 2025Q4: 17,500 shares; 2026Q1: 16,158 shares 16,158 $1.61M 0.09% -1,342 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 9,735 shares; 2025Q1: 11,345 shares; 2025Q2: 11,095 shares; 2025Q3: 11,085 shares; 2025Q4: 11,085 shares; 2026Q1: 10,235 shares 10,235 $1.58M 0.09% -850 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,271 shares; 2026Q1: 13,280 shares 13,280 $1.57M 0.09% +1,009 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 14,892 shares; 2025Q1: 15,259 shares; 2025Q2: 18,003 shares; 2025Q3: 4,689 shares; 2025Q4: 31,173 shares; 2026Q1: 34,636 shares 34,636 $1.57M 0.09% +3,463 Timeline RPV 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: 10,290 shares; 2024Q4: 10,887 shares; 2025Q1: 10,243 shares; 2025Q2: 10,543 shares; 2025Q3: 14,143 shares; 2025Q4: 14,239 shares; 2026Q1: 14,575 shares 14,575 $1.57M 0.09% +336 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 13,196 shares; 2025Q1: 13,563 shares; 2025Q2: 12,845 shares; 2025Q3: 13,196 shares; 2025Q4: 13,559 shares; 2026Q1: 14,258 shares 14,258 $1.56M 0.09% +699 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 17,511 shares; 2026Q1: 31,933 shares 31,933 $1.56M 0.09% +14,422 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: 2,142 shares; 2024Q4: 3,389 shares; 2025Q1: 3,338 shares; 2025Q2: 6,630 shares; 2025Q3: 9,350 shares; 2025Q4: 362,910 shares; 2026Q1: 6,233 shares 6,233 $1.55M 0.09% -356,677 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,381 shares; 2025Q1: 12,453 shares; 2025Q2: 12,473 shares; 2025Q3: 12,246 shares; 2025Q4: 12,564 shares; 2026Q1: 15,537 shares 15,537 $1.52M 0.08% +2,973 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: 5,816 shares; 2024Q4: 5,510 shares; 2025Q1: 5,320 shares; 2025Q2: 5,811 shares; 2025Q3: 5,791 shares; 2025Q4: 5,946 shares; 2026Q1: 6,106 shares 6,106 $1.48M 0.08% +160 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,574 shares; 2026Q1: 38,434 shares 38,434 $1.43M 0.08% +15,860 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,446 shares; 2026Q1: 31,926 shares 31,926 $1.43M 0.08% +13,480 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: 20,009 shares; 2024Q4: 20,074 shares; 2025Q1: 21,140 shares; 2025Q2: 24,023 shares; 2025Q3: 26,187 shares; 2025Q4: 27,241 shares; 2026Q1: 29,488 shares 29,488 $1.42M 0.08% +2,247 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,833 shares; 2026Q1: 28,164 shares 28,164 $1.41M 0.08% +11,331 Timeline UDEC 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: 9,987 shares; 2024Q4: 9,987 shares; 2025Q1: 9,948 shares; 2025Q2: 9,948 shares; 2025Q3: 9,948 shares; 2025Q4: 12,498 shares; 2026Q1: 36,260 shares 36,260 $1.41M 0.08% +23,762 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,035 shares; 2024Q4: 45,892 shares; 2025Q1: 46,223 shares; 2025Q2: 42,773 shares; 2025Q3: 44,271 shares; 2025Q4: 38,430 shares; 2026Q1: 46,287 shares 46,287 $1.4M 0.08% +7,857 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,007 shares; 2026Q1: 61,042 shares 61,042 $1.4M 0.08% +5,035 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,356 shares 46,356 $1.4M 0.08% new Timeline CDC 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: 57,712 shares; 2024Q4: 55,665 shares; 2025Q1: 55,461 shares; 2025Q2: 51,550 shares; 2025Q3: 50,290 shares; 2025Q4: 25,954 shares; 2026Q1: 19,551 shares 19,551 $1.4M 0.08% -6,403 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,245 shares; 2025Q1: 4,869 shares; 2025Q2: 5,958 shares; 2025Q3: 6,202 shares; 2025Q4: 6,674 shares; 2026Q1: 6,705 shares 6,705 $1.39M 0.08% +31 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,580 shares; 2024Q4: 16,475 shares; 2025Q1: 16,998 shares; 2025Q2: 17,239 shares; 2025Q3: 16,965 shares; 2025Q4: 17,341 shares; 2026Q1: 17,666 shares 17,666 $1.39M 0.08% +325 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,205 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,333 shares 3,333 $1.39M 0.08% +133 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: 4,923 shares; 2024Q4: 5,048 shares; 2025Q1: 5,369 shares; 2025Q2: 5,754 shares; 2025Q3: 5,991 shares; 2025Q4: 6,700 shares; 2026Q1: 7,116 shares 7,116 $1.38M 0.08% +416 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: 51,400 shares; 2024Q4: 62,722 shares; 2025Q1: 49,975 shares; 2025Q2: 25,526 shares; 2025Q3: 9,852 shares; 2025Q4: 7,752 shares; 2026Q1: 7,189 shares 7,189 $1.38M 0.08% -563 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 15,487 shares; 2025Q3: 15,602 shares; 2025Q4: 14,599 shares; 2026Q1: 14,902 shares 14,902 $1.37M 0.08% +303 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: 13,243 shares; 2024Q4: 17,074 shares; 2025Q1: 17,103 shares; 2025Q2: 16,922 shares; 2025Q3: 17,029 shares; 2025Q4: 15,631 shares; 2026Q1: 15,197 shares 15,197 $1.37M 0.08% -434 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: 14,071 shares; 2024Q4: 14,622 shares; 2025Q1: 15,453 shares; 2025Q2: 17,192 shares; 2025Q3: 18,865 shares; 2025Q4: 20,812 shares; 2026Q1: 23,013 shares 23,013 $1.36M 0.08% +2,201 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: 1,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 835 shares; 2025Q4: 1,231 shares; 2026Q1: 1,536 shares 1,536 $1.34M 0.07% +305 Timeline GTO 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: 30,391 shares; 2024Q4: 30,402 shares; 2025Q1: 33,104 shares; 2025Q2: 32,320 shares; 2025Q3: 32,122 shares; 2025Q4: 28,927 shares; 2026Q1: 28,585 shares 28,585 $1.34M 0.07% -342 Timeline KCE 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: 12,055 shares; 2024Q4: 9,905 shares; 2025Q1: 9,818 shares; 2025Q2: 9,421 shares; 2025Q3: 9,788 shares; 2025Q4: 9,690 shares; 2026Q1: 9,699 shares 9,699 $1.33M 0.07% +9 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,439 shares 11,439 $1.33M 0.07% new 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,275 shares; 2025Q2: 3,547 shares; 2025Q3: 4,285 shares; 2025Q4: 5,757 shares; 2026Q1: 6,338 shares 6,338 $1.32M 0.07% +581 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,220 shares; 2026Q1: 11,825 shares 11,825 $1.31M 0.07% +9,605 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 16,262 shares; 2025Q1: 18,245 shares; 2025Q2: 20,395 shares; 2025Q3: 21,719 shares; 2025Q4: 22,975 shares; 2026Q1: 27,744 shares 27,744 $1.3M 0.07% +4,769 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: 11,888 shares; 2024Q4: 23,790 shares; 2025Q1: 22,959 shares; 2025Q2: 24,497 shares; 2025Q3: 25,883 shares; 2025Q4: 24,263 shares; 2026Q1: 44,612 shares 44,612 $1.3M 0.07% +20,349 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: 13,893 shares; 2024Q4: 14,733 shares; 2025Q1: 17,421 shares; 2025Q2: 18,284 shares; 2025Q3: 19,171 shares; 2025Q4: 21,879 shares; 2026Q1: 21,109 shares 21,109 $1.29M 0.07% -770 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: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,834 shares; 2025Q2: 1,088 shares; 2025Q3: 2,774 shares; 2025Q4: 3,434 shares; 2026Q1: 3,955 shares 3,955 $1.29M 0.07% +521 Timeline XITK 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: 10,304 shares; 2024Q4: 10,149 shares; 2025Q1: 9,878 shares; 2025Q2: 9,721 shares; 2025Q3: 9,587 shares; 2025Q4: 9,432 shares; 2026Q1: 8,735 shares 8,735 $1.28M 0.07% -697 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,208 shares; 2026Q1: 23,394 shares 23,394 $1.28M 0.07% +3,186 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: 12,056 shares; 2024Q4: 12,371 shares; 2025Q1: 11,097 shares; 2025Q2: 11,341 shares; 2025Q3: 11,518 shares; 2025Q4: 12,437 shares; 2026Q1: 12,418 shares 12,418 $1.27M 0.07% -19 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: 3,230 shares; 2024Q4: 3,033 shares; 2025Q1: 2,433 shares; 2025Q2: 2,362 shares; 2025Q3: 2,578 shares; 2025Q4: 2,797 shares; 2026Q1: 2,735 shares 2,735 $1.26M 0.07% -62 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: 7,634 shares; 2024Q4: 8,387 shares; 2025Q1: 9,244 shares; 2025Q2: 9,136 shares; 2025Q3: 9,152 shares; 2025Q4: 8,770 shares; 2026Q1: 8,762 shares 8,762 $1.25M 0.07% -8 Timeline FDIV 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: 7,335 shares; 2024Q4: 11,893 shares; 2025Q1: 19,373 shares; 2025Q2: 24,335 shares; 2025Q3: 30,575 shares; 2025Q4: 41,656 shares; 2026Q1: 46,214 shares 46,214 $1.24M 0.07% +4,558 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: 3,557 shares; 2024Q4: 7,787 shares; 2025Q1: 8,764 shares; 2025Q2: 9,103 shares; 2025Q3: 8,710 shares; 2025Q4: 10,838 shares; 2026Q1: 12,686 shares 12,686 $1.22M 0.07% +1,848 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: 6,378 shares; 2024Q4: 6,611 shares; 2025Q1: 7,296 shares; 2025Q2: 8,473 shares; 2025Q3: 8,757 shares; 2025Q4: 8,990 shares; 2026Q1: 9,231 shares 9,231 $1.22M 0.07% +241 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,708 shares; 2025Q3: 9,030 shares; 2025Q4: 7,711 shares; 2026Q1: 8,903 shares 8,903 $1.2M 0.07% +1,192 Timeline CRPT 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: 45,660 shares; 2024Q4: 47,821 shares; 2025Q1: 51,248 shares; 2025Q2: 62,074 shares; 2025Q3: 67,545 shares; 2025Q4: 90,345 shares; 2026Q1: 102,910 shares 102,910 $1.2M 0.07% +12,565 Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,267 shares; 2024Q4: 108,057 shares; 2025Q1: 105,703 shares; 2025Q2: 105,091 shares; 2025Q3: 104,647 shares; 2025Q4: 104,561 shares; 2026Q1: 104,249 shares 104,249 $1.2M 0.07% -312 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: 864 shares; 2024Q4: 786 shares; 2025Q1: 1,247 shares; 2025Q2: 1,293 shares; 2025Q3: 1,448 shares; 2025Q4: 15,400 shares; 2026Q1: 12,423 shares 12,423 $1.19M 0.07% -2,977 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,868 shares; 2025Q1: 3,987 shares; 2025Q2: 4,301 shares; 2025Q3: 4,184 shares; 2025Q4: 4,158 shares; 2026Q1: 4,681 shares 4,681 $1.19M 0.07% +523 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,943 shares; 2025Q2: 11,618 shares; 2025Q3: 12,722 shares; 2025Q4: 11,239 shares; 2026Q1: 11,017 shares 11,017 $1.18M 0.07% -222 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,516 shares; 2025Q1: 6,147 shares; 2025Q2: 7,408 shares; 2025Q3: 9,081 shares; 2025Q4: 23,002 shares; 2026Q1: 25,055 shares 25,055 $1.18M 0.07% +2,053 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: 10,796 shares; 2024Q4: 37,788 shares; 2025Q1: 36,629 shares; 2025Q2: 41,653 shares; 2025Q3: 45,814 shares; 2025Q4: 12,335 shares; 2026Q1: 13,245 shares 13,245 $1.16M 0.06% +910 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 14,273 shares; 2025Q1: 15,488 shares; 2025Q2: 17,818 shares; 2025Q3: 18,548 shares; 2025Q4: 19,072 shares; 2026Q1: 20,050 shares 20,050 $1.16M 0.06% +978 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 45,788 shares; 2026Q1: 51,069 shares 51,069 $1.16M 0.06% +5,281 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 1,132 shares; 2026Q1: 1,339 shares 1,339 $1.16M 0.06% +207 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 22,842 shares 22,842 $1.15M 0.06% +3,120 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,005 shares; 2026Q1: 25,606 shares 25,606 $1.15M 0.06% +20,601 Timeline FRMI FERMI INC More: the full row for FERMI 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: 196,488 shares 196,488 $1.15M 0.06% new 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: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares; 2026Q1: 1,192 shares 1,192 $1.15M 0.06% +62 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,280 shares; 2025Q1: 9,123 shares; 2025Q2: 10,451 shares; 2025Q3: 10,400 shares; 2025Q4: 10,440 shares; 2026Q1: 10,453 shares 10,453 $1.14M 0.06% +13 Timeline ZSEP 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: 42,023 shares; 2024Q4: 42,023 shares; 2025Q1: 42,023 shares; 2025Q2: 42,023 shares; 2025Q3: 42,023 shares; 2025Q4: 42,023 shares; 2026Q1: 42,023 shares 42,023 $1.12M 0.06% 0 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: 1,834 shares; 2024Q4: 1,874 shares; 2025Q1: 1,814 shares; 2025Q2: 2,438 shares; 2025Q3: 2,402 shares; 2025Q4: 2,390 shares; 2026Q1: 2,219 shares 2,219 $1.11M 0.06% -171 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS 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: 33,374 shares; 2026Q1: 35,588 shares 35,588 $1.1M 0.06% +2,214 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,117 shares; 2024Q4: 150,724 shares; 2025Q1: 146,331 shares; 2025Q2: 144,700 shares; 2025Q3: 112,248 shares; 2025Q4: 108,089 shares; 2026Q1: 56,230 shares 56,230 $1.1M 0.06% -51,859 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,687 shares 17,687 $1.09M 0.06% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,334 shares; 2024Q4: 43,981 shares; 2025Q1: 48,807 shares; 2025Q2: 59,636 shares; 2025Q3: 61,970 shares; 2025Q4: 61,597 shares; 2026Q1: 63,805 shares 63,805 $1.08M 0.06% +2,208 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares; 2026Q1: 10,325 shares 10,325 $1.08M 0.06% +1,493 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,779 shares; 2026Q1: 43,914 shares 43,914 $1.07M 0.06% +23,135 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,591 shares; 2025Q1: 12,925 shares; 2025Q2: 11,648 shares; 2025Q3: 12,315 shares; 2025Q4: 28,196 shares; 2026Q1: 9,664 shares 9,664 $1.05M 0.06% -18,532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,379 shares 5,379 $1.02M 0.06% new Timeline PONY PONY AI INC More: the full row for PONY AI 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: 91,665 shares; 2025Q4: 93,546 shares; 2026Q1: 106,065 shares 106,065 $1M 0.06% +12,519 Timeline UJAN 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: 10,015 shares; 2024Q4: 9,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,466 shares 23,466 $998K 0.06% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,021 shares; 2025Q1: 3,967 shares; 2025Q2: 3,968 shares; 2025Q3: 3,926 shares; 2025Q4: 3,767 shares; 2026Q1: 3,755 shares 3,755 $977K 0.05% -12 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 5,065 shares; 2025Q1: 5,497 shares; 2025Q2: 5,969 shares; 2025Q3: 6,272 shares; 2025Q4: 6,795 shares; 2026Q1: 7,425 shares 7,425 $974K 0.05% +630 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: 1,211 shares; 2024Q4: 2,466 shares; 2025Q1: 2,640 shares; 2025Q2: 2,709 shares; 2025Q3: 3,179 shares; 2025Q4: 3,098 shares; 2026Q1: 3,191 shares 3,191 $965K 0.05% +93 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: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,507 shares; 2025Q2: 11,720 shares; 2025Q3: 14,193 shares; 2025Q4: 13,543 shares; 2026Q1: 13,955 shares 13,955 $953K 0.05% +412 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,764 shares; 2025Q1: 2,183 shares; 2025Q2: 2,480 shares; 2025Q3: 2,669 shares; 2025Q4: 2,904 shares; 2026Q1: 3,133 shares 3,133 $917K 0.05% +229 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,757 shares 29,757 $916K 0.05% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,307 shares; 2026Q1: 25,190 shares 25,190 $914K 0.05% +10,883 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: 68,744 shares; 2024Q4: 73,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,919 shares; 2026Q1: 17,666 shares 17,666 $890K 0.05% +11,747 Timeline CFA 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: 15,760 shares; 2024Q4: 14,863 shares; 2025Q1: 14,201 shares; 2025Q2: 13,538 shares; 2025Q3: 12,451 shares; 2025Q4: 11,037 shares; 2026Q1: 9,722 shares 9,722 $889K 0.05% -1,315 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 18,465 shares; 2025Q4: 18,465 shares; 2026Q1: 18,556 shares 18,556 $879K 0.05% +91 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 8,337 shares; 2025Q4: 15,036 shares; 2026Q1: 16,423 shares 16,423 $877K 0.05% +1,387 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,408 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,465 shares; 2025Q4: 1,570 shares; 2026Q1: 2,017 shares 2,017 $872K 0.05% +447 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 22,056 shares; 2025Q1: 22,175 shares; 2025Q2: 16,630 shares; 2025Q3: 6,969 shares; 2025Q4: 6,664 shares; 2026Q1: 8,389 shares 8,389 $869K 0.05% +1,725 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,505 shares; 2026Q1: 5,507 shares 5,507 $867K 0.05% +2 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: not reported; 2025Q1: not reported; 2025Q2: 1,703 shares; 2025Q3: 1,382 shares; 2025Q4: 1,491 shares; 2026Q1: 2,524 shares 2,524 $853K 0.05% +1,033 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,730 shares; 2025Q1: 3,742 shares; 2025Q2: 3,756 shares; 2025Q3: 3,569 shares; 2025Q4: 3,647 shares; 2026Q1: 5,470 shares 5,470 $851K 0.05% +1,823 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 14,333 shares 14,333 $847K 0.05% +7,062 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: 10,548 shares; 2025Q1: 22,492 shares; 2025Q2: 24,551 shares; 2025Q3: 24,120 shares; 2025Q4: 23,509 shares; 2026Q1: 21,435 shares 21,435 $846K 0.05% -2,074 Timeline UNOV 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: 22,668 shares 22,668 $845K 0.05% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 14,528 shares; 2025Q1: 15,640 shares; 2025Q2: 15,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares; 2026Q1: 16,740 shares 16,740 $838K 0.05% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,891 shares; 2026Q1: 1,921 shares 1,921 $833K 0.05% +30 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,550 shares; 2025Q1: 5,466 shares; 2025Q2: 5,869 shares; 2025Q3: 5,724 shares; 2025Q4: 5,531 shares; 2026Q1: 6,127 shares 6,127 $832K 0.05% +596 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: 2,964 shares; 2024Q4: 3,046 shares; 2025Q1: 11,246 shares; 2025Q2: 10,792 shares; 2025Q3: 11,229 shares; 2025Q4: 3,445 shares; 2026Q1: 3,863 shares 3,863 $825K 0.05% +418 Timeline 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 13,795 shares; 2026Q1: 17,881 shares 17,881 $816K 0.05% +4,086 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,758 shares; 2026Q1: 56,255 shares 56,255 $812K 0.04% +5,497 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,038 shares; 2025Q3: 18,038 shares; 2025Q4: 18,038 shares; 2026Q1: 18,038 shares 18,038 $810K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,660 shares; 2025Q1: 5,074 shares; 2025Q2: 4,936 shares; 2025Q3: 5,183 shares; 2025Q4: 5,409 shares; 2026Q1: 5,580 shares 5,580 $807K 0.04% +171 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 14,054 shares; 2025Q1: 14,479 shares; 2025Q2: 15,122 shares; 2025Q3: 14,168 shares; 2025Q4: 14,389 shares; 2026Q1: 14,573 shares 14,573 $804K 0.04% +184 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: 4,243 shares; 2024Q4: 8,576 shares; 2025Q1: 2,218 shares; 2025Q2: 1,809 shares; 2025Q3: 2,182 shares; 2025Q4: 2,058 shares; 2026Q1: 1,855 shares 1,855 $791K 0.04% -203 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 4,329 shares; 2025Q1: 4,254 shares; 2025Q2: 4,172 shares; 2025Q3: 4,042 shares; 2025Q4: 3,986 shares; 2026Q1: 3,982 shares 3,982 $789K 0.04% -4 Timeline AOM ISHARES 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: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 14,247 shares; 2026Q1: 16,262 shares 16,262 $770K 0.04% +2,015 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,824 shares; 2025Q1: 3,563 shares; 2025Q2: 3,229 shares; 2025Q3: 3,125 shares; 2025Q4: 3,156 shares; 2026Q1: 3,054 shares 3,054 $766K 0.04% -102 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: 1,695 shares; 2024Q4: 2,182 shares; 2025Q1: 1,872 shares; 2025Q2: 1,960 shares; 2025Q3: 2,005 shares; 2025Q4: 2,414 shares; 2026Q1: 2,232 shares 2,232 $754K 0.04% -182 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: 14,823 shares; 2024Q4: 15,438 shares; 2025Q1: 15,988 shares; 2025Q2: 10,036 shares; 2025Q3: 12,101 shares; 2025Q4: 12,415 shares; 2026Q1: 9,378 shares 9,378 $751K 0.04% -3,037 Timeline DDTS 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: 34,075 shares; 2025Q4: 34,952 shares; 2026Q1: 35,414 shares 35,414 $744K 0.04% +462 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,449 shares; 2025Q4: 19,914 shares; 2026Q1: 23,330 shares 23,330 $734K 0.04% +3,416 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: 6,113 shares; 2024Q4: 8,753 shares; 2025Q1: 9,138 shares; 2025Q2: 13,604 shares; 2025Q3: 15,755 shares; 2025Q4: 16,385 shares; 2026Q1: 14,439 shares 14,439 $734K 0.04% -1,946 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 904 shares; 2025Q1: 925 shares; 2025Q2: 819 shares; 2025Q3: 861 shares; 2025Q4: 821 shares; 2026Q1: 1,876 shares 1,876 $732K 0.04% +1,055 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 10,739 shares; 2026Q1: 10,739 shares 10,739 $712K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,044 shares; 2026Q1: 18,034 shares 18,034 $701K 0.04% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,792 shares 4,792 $701K 0.04% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 2,789 shares; 2025Q1: 2,782 shares; 2025Q2: 4,006 shares; 2025Q3: 3,532 shares; 2025Q4: 18,170 shares; 2026Q1: 3,380 shares 3,380 $696K 0.04% -14,790 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,260 shares 32,260 $693K 0.04% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,619 shares; 2025Q1: 2,305 shares; 2025Q2: 2,556 shares; 2025Q3: 2,700 shares; 2025Q4: 2,811 shares; 2026Q1: 3,070 shares 3,070 $690K 0.04% +259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,379 shares 3,379 $687K 0.04% new Timeline FMTM 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: 15,450 shares; 2025Q4: 17,762 shares; 2026Q1: 19,615 shares 19,615 $682K 0.04% +1,853 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,690 shares; 2024Q4: 28,203 shares; 2025Q1: 28,447 shares; 2025Q2: 28,588 shares; 2025Q3: 28,371 shares; 2025Q4: 29,942 shares; 2026Q1: 32,357 shares 32,357 $680K 0.04% +2,415 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,720 shares; 2025Q1: 8,246 shares; 2025Q2: 9,972 shares; 2025Q3: 8,301 shares; 2025Q4: 9,075 shares; 2026Q1: 10,313 shares 10,313 $673K 0.04% +1,238 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,700 shares; 2025Q2: 19,571 shares; 2025Q3: 23,774 shares; 2025Q4: 27,273 shares; 2026Q1: 29,657 shares 29,657 $673K 0.04% +2,384 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,729 shares; 2025Q4: 7,420 shares; 2026Q1: 7,608 shares 7,608 $670K 0.04% +188 Timeline FSYD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,235 shares; 2026Q1: 13,869 shares 13,869 $664K 0.04% +5,634 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,632 shares 24,632 $663K 0.04% new Timeline DFUV 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: 13,418 shares 13,418 $650K 0.04% new Timeline DCOR 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: 8,988 shares; 2026Q1: 8,988 shares 8,988 $648K 0.04% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,027 shares 11,027 $646K 0.04% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,575 shares; 2025Q1: 2,605 shares; 2025Q2: 3,718 shares; 2025Q3: 3,697 shares; 2025Q4: 3,991 shares; 2026Q1: 4,392 shares 4,392 $641K 0.04% +401 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,468 shares; 2025Q2: 5,507 shares; 2025Q3: 5,713 shares; 2025Q4: 5,747 shares; 2026Q1: 5,386 shares 5,386 $639K 0.04% -361 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: 4,517 shares; 2024Q4: 109,901 shares; 2025Q1: 13,457 shares; 2025Q2: 13,512 shares; 2025Q3: 13,662 shares; 2025Q4: 14,163 shares; 2026Q1: 24,852 shares 24,852 $637K 0.04% +10,689 Timeline RPG 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: 9,736 shares; 2025Q4: 14,606 shares; 2026Q1: 13,606 shares 13,606 $636K 0.04% -1,000 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,523 shares 8,523 $635K 0.04% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 7,778 shares; 2026Q1: 7,982 shares 7,982 $633K 0.03% +204 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,715 shares; 2025Q4: 7,184 shares; 2026Q1: 7,017 shares 7,017 $632K 0.03% -167 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: 6,535 shares; 2024Q4: 6,413 shares; 2025Q1: 6,475 shares; 2025Q2: 5,944 shares; 2025Q3: 6,131 shares; 2025Q4: 5,809 shares; 2026Q1: 6,094 shares 6,094 $630K 0.03% +285 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: 8,697 shares; 2024Q4: 16,848 shares; 2025Q1: 16,434 shares; 2025Q2: 14,914 shares; 2025Q3: 15,834 shares; 2025Q4: 15,379 shares; 2026Q1: 21,094 shares 21,094 $616K 0.03% +5,715 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,851 shares; 2024Q4: 88,873 shares; 2025Q1: 65,595 shares; 2025Q2: 41,649 shares; 2025Q3: 19,706 shares; 2025Q4: 23,109 shares; 2026Q1: 26,984 shares 26,984 $611K 0.03% +3,875 Timeline JULT 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: 15,142 shares; 2024Q4: 11,826 shares; 2025Q1: 12,126 shares; 2025Q2: 13,981 shares; 2025Q3: 16,897 shares; 2025Q4: 16,247 shares; 2026Q1: 13,829 shares 13,829 $608K 0.03% -2,418 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 3,755 shares; 2025Q4: 3,536 shares; 2026Q1: 3,395 shares 3,395 $605K 0.03% -141 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,619 shares; 2025Q1: 8,586 shares; 2025Q2: 8,409 shares; 2025Q3: 8,245 shares; 2025Q4: 8,033 shares; 2026Q1: 8,689 shares 8,689 $603K 0.03% +656 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,542 shares; 2025Q4: 2,726 shares; 2026Q1: 5,530 shares 5,530 $601K 0.03% +2,804 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares; 2026Q1: 2,429 shares 2,429 $600K 0.03% +635 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,767 shares; 2025Q4: 4,074 shares; 2026Q1: 10,559 shares 10,559 $600K 0.03% +6,485 Timeline PJUL 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: 8,726 shares; 2024Q4: 8,726 shares; 2025Q1: 8,726 shares; 2025Q2: 8,726 shares; 2025Q3: 12,681 shares; 2025Q4: 12,897 shares; 2026Q1: 12,897 shares 12,897 $593K 0.03% 0 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,133 shares; 2026Q1: 19,383 shares 19,383 $581K 0.03% +250 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 439 shares 439 $580K 0.03% +12 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,126 shares; 2024Q4: 15,530 shares; 2025Q1: 16,061 shares; 2025Q2: 17,116 shares; 2025Q3: 14,495 shares; 2025Q4: 13,137 shares; 2026Q1: 15,440 shares 15,440 $575K 0.03% +2,303 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 2,651 shares; 2025Q1: 2,767 shares; 2025Q2: 1,562 shares; 2025Q3: 16,018 shares; 2025Q4: 14,688 shares; 2026Q1: 2,375 shares 2,375 $570K 0.03% -12,313 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: 4,826 shares; 2024Q4: 5,847 shares; 2025Q1: 6,271 shares; 2025Q2: 5,687 shares; 2025Q3: 6,138 shares; 2025Q4: 6,717 shares; 2026Q1: 6,406 shares 6,406 $568K 0.03% -311 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,291 shares; 2025Q1: 5,406 shares; 2025Q2: 5,156 shares; 2025Q3: 8,196 shares; 2025Q4: 10,548 shares; 2026Q1: 12,219 shares 12,219 $563K 0.03% +1,671 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: 5,986 shares; 2025Q2: 5,845 shares; 2025Q3: 7,017 shares; 2025Q4: 8,104 shares; 2026Q1: 9,143 shares 9,143 $561K 0.03% +1,039 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: 6,094 shares; 2024Q4: 6,329 shares; 2025Q1: 4,541 shares; 2025Q2: 4,453 shares; 2025Q3: 5,480 shares; 2025Q4: 7,452 shares; 2026Q1: 8,605 shares 8,605 $551K 0.03% +1,153 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,412 shares; 2024Q4: 76,437 shares; 2025Q1: 74,556 shares; 2025Q2: 62,014 shares; 2025Q3: 22,603 shares; 2025Q4: 20,624 shares; 2026Q1: 20,773 shares 20,773 $547K 0.03% +149 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: 1,924 shares; 2024Q4: 2,177 shares; 2025Q1: 2,084 shares; 2025Q2: 2,365 shares; 2025Q3: 2,425 shares; 2025Q4: 2,597 shares; 2026Q1: 2,740 shares 2,740 $545K 0.03% +143 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,099 shares; 2026Q1: 10,940 shares 10,940 $545K 0.03% +4,841 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 4,982 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 4,839 shares; 2026Q1: 4,839 shares 4,839 $543K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,017 shares; 2024Q4: 25,389 shares; 2025Q1: 20,664 shares; 2025Q2: 11,061 shares; 2025Q3: 10,594 shares; 2025Q4: 11,688 shares; 2026Q1: 11,252 shares 11,252 $541K 0.03% -436 Timeline IDU ISHARES 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: 2,571 shares; 2025Q2: 3,227 shares; 2025Q3: 3,924 shares; 2025Q4: 4,055 shares; 2026Q1: 4,578 shares 4,578 $532K 0.03% +523 Timeline CFO 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: 39,062 shares; 2024Q4: 38,859 shares; 2025Q1: 38,465 shares; 2025Q2: 33,877 shares; 2025Q3: 31,361 shares; 2025Q4: 12,633 shares; 2026Q1: 7,159 shares 7,159 $531K 0.03% -5,474 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 9,660 shares; 2025Q1: 35,508 shares; 2025Q2: 31,032 shares; 2025Q3: 31,795 shares; 2025Q4: 7,550 shares; 2026Q1: 7,590 shares 7,590 $530K 0.03% +40 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: not reported; 2024Q4: not reported; 2025Q1: 16,651 shares; 2025Q2: 14,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares 4,469 $529K 0.03% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,890 shares; 2026Q1: 10,998 shares 10,998 $527K 0.03% +108 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: 9,290 shares; 2025Q3: 9,303 shares; 2025Q4: 20,806 shares; 2026Q1: 23,481 shares 23,481 $527K 0.03% +2,675 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,602 shares; 2026Q1: 6,779 shares 6,779 $523K 0.03% +1,177 Timeline EASY TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 18,708 shares; 2026Q1: 19,426 shares 19,426 $516K 0.03% +718 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,919 shares; 2025Q1: 1,929 shares; 2025Q2: 2,143 shares; 2025Q3: 2,307 shares; 2025Q4: 2,282 shares; 2026Q1: 2,160 shares 2,160 $510K 0.03% -122 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,431 shares; 2025Q1: 2,376 shares; 2025Q2: 2,319 shares; 2025Q3: 2,329 shares; 2025Q4: 2,316 shares; 2026Q1: 2,333 shares 2,333 $510K 0.03% +17 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,709 shares; 2025Q1: 6,091 shares; 2025Q2: 6,036 shares; 2025Q3: 6,026 shares; 2025Q4: 6,359 shares; 2026Q1: 7,349 shares 7,349 $503K 0.03% +990 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: 13,425 shares; 2024Q4: 10,432 shares; 2025Q1: 11,257 shares; 2025Q2: 12,735 shares; 2025Q3: 15,163 shares; 2025Q4: 14,508 shares; 2026Q1: 12,286 shares 12,286 $493K 0.03% -2,222 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to 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: 20,038 shares 20,038 $487K 0.03% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,812 shares; 2024Q4: not reported; 2025Q1: 13,403 shares; 2025Q2: 14,983 shares; 2025Q3: 17,581 shares; 2025Q4: 17,408 shares; 2026Q1: 18,498 shares 18,498 $486K 0.03% +1,090 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: not reported; 2025Q1: not reported; 2025Q2: 10,762 shares; 2025Q3: 12,307 shares; 2025Q4: 13,200 shares; 2026Q1: 14,440 shares 14,440 $482K 0.03% +1,240 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,795 shares; 2025Q2: 9,069 shares; 2025Q3: 5,630 shares; 2025Q4: 5,872 shares; 2026Q1: 7,275 shares 7,275 $480K 0.03% +1,403 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: 13,206 shares; 2024Q4: 11,257 shares; 2025Q1: 10,529 shares; 2025Q2: 9,568 shares; 2025Q3: 9,863 shares; 2025Q4: 8,715 shares; 2026Q1: 8,786 shares 8,786 $479K 0.03% +71 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: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 2,100 shares; 2025Q3: 2,765 shares; 2025Q4: 2,711 shares; 2026Q1: 4,766 shares 4,766 $469K 0.03% +2,055 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 3,340 shares; 2025Q2: 4,940 shares; 2025Q3: 4,704 shares; 2025Q4: 3,796 shares; 2026Q1: 3,763 shares 3,763 $462K 0.03% -33 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 1,725 shares; 2026Q1: 2,627 shares 2,627 $459K 0.03% +902 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 29,066 shares; 2025Q1: 28,893 shares; 2025Q2: 28,493 shares; 2025Q3: 29,353 shares; 2025Q4: 26,246 shares; 2026Q1: 30,383 shares 30,383 $452K 0.03% +4,137 Timeline DDWM 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: 9,040 shares; 2025Q1: 10,062 shares; 2025Q2: 10,032 shares; 2025Q3: 10,007 shares; 2025Q4: 10,559 shares; 2026Q1: 10,204 shares 10,204 $450K 0.02% -355 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 6,192 shares; 2025Q1: 5,752 shares; 2025Q2: 6,266 shares; 2025Q3: 6,607 shares; 2025Q4: 6,134 shares; 2026Q1: 6,253 shares 6,253 $449K 0.02% +119 Timeline BALT 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: 8,613 shares; 2026Q1: 13,216 shares 13,216 $442K 0.02% +4,603 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,343 shares; 2024Q4: 45,762 shares; 2025Q1: 50,990 shares; 2025Q2: 53,540 shares; 2025Q3: 54,733 shares; 2025Q4: 57,263 shares; 2026Q1: 65,109 shares 65,109 $442K 0.02% +7,846 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,657 shares 17,657 $437K 0.02% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,039 shares; 2025Q1: 308,196 shares; 2025Q2: 319,704 shares; 2025Q3: 313,206 shares; 2025Q4: 354,597 shares; 2026Q1: 113,479 shares 113,479 $427K 0.02% -241,118 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: 14,312 shares; 2024Q4: 14,195 shares; 2025Q1: 13,776 shares; 2025Q2: 10,519 shares; 2025Q3: 9,820 shares; 2025Q4: 9,961 shares; 2026Q1: 10,390 shares 10,390 $427K 0.02% +429 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,273 shares; 2024Q4: 245,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: 2,956 shares; 2026Q1: 3,322 shares 3,322 $424K 0.02% +366 Timeline XYLD 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: 6,180 shares; 2025Q2: 5,460 shares; 2025Q3: not reported; 2025Q4: 7,226 shares; 2026Q1: 10,754 shares 10,754 $421K 0.02% +3,528 Timeline BUFF 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: 8,416 shares 8,416 $416K 0.02% new Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,015 shares; 2025Q2: 27,043 shares; 2025Q3: 28,643 shares; 2025Q4: 24,293 shares; 2026Q1: 29,512 shares 29,512 $416K 0.02% +5,219 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: 9,347 shares; 2024Q4: 9,247 shares; 2025Q1: 9,338 shares; 2025Q2: 9,338 shares; 2025Q3: 9,499 shares; 2025Q4: 8,885 shares; 2026Q1: 8,795 shares 8,795 $414K 0.02% -90 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,793 shares; 2025Q1: 3,597 shares; 2025Q2: 3,977 shares; 2025Q3: 3,843 shares; 2025Q4: 4,167 shares; 2026Q1: 4,229 shares 4,229 $408K 0.02% +62 Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,318 shares; 2025Q4: not reported; 2026Q1: 8,223 shares 8,223 $408K 0.02% new Timeline JAJL 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: 36,010 shares; 2024Q4: 36,245 shares; 2025Q1: 59,488 shares; 2025Q2: 67,654 shares; 2025Q3: 71,433 shares; 2025Q4: 71,413 shares; 2026Q1: 13,762 shares 13,762 $400K 0.02% -57,651 Timeline DFIC 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: 11,725 shares; 2026Q1: 11,253 shares 11,253 $400K 0.02% -472 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares; 2025Q4: 4,964 shares; 2026Q1: 8,199 shares 8,199 $400K 0.02% +3,235 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: 1,831 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,757 shares; 2025Q3: 1,758 shares; 2025Q4: 1,892 shares; 2026Q1: 1,913 shares 1,913 $398K 0.02% +21 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,262 shares; 2026Q1: 11,544 shares 11,544 $389K 0.02% -6,718 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,314 shares; 2025Q1: 2,250 shares; 2025Q2: 2,137 shares; 2025Q3: 2,323 shares; 2025Q4: 2,356 shares; 2026Q1: 2,561 shares 2,561 $388K 0.02% +205 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,090 shares; 2025Q1: 10,088 shares; 2025Q2: 10,248 shares; 2025Q3: 10,138 shares; 2025Q4: 8,793 shares; 2026Q1: 7,843 shares 7,843 $387K 0.02% -950 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: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,430 shares; 2025Q2: 2,381 shares; 2025Q3: 2,475 shares; 2025Q4: 2,263 shares; 2026Q1: 2,623 shares 2,623 $381K 0.02% +360 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,398 shares 2,398 $381K 0.02% +3 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,328 shares 9,328 $380K 0.02% new 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: not reported; 2024Q4: 11,005 shares; 2025Q1: 4,054 shares; 2025Q2: 5,089 shares; 2025Q3: 4,074 shares; 2025Q4: 4,757 shares; 2026Q1: 813 shares 813 $377K 0.02% -3,944 Timeline TGRT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,565 shares 9,565 $376K 0.02% new Timeline RSPU 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: 2,999 shares; 2025Q3: 4,289 shares; 2025Q4: 3,779 shares; 2026Q1: 4,635 shares 4,635 $376K 0.02% +856 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 3,703 shares; 2026Q1: 4,442 shares 4,442 $376K 0.02% +739 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,638 shares; 2024Q4: 55,506 shares; 2025Q1: 58,517 shares; 2025Q2: 57,138 shares; 2025Q3: 56,823 shares; 2025Q4: 41,235 shares; 2026Q1: 39,760 shares 39,760 $372K 0.02% -1,475 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 2,832 shares; 2026Q1: 1,310 shares 1,310 $368K 0.02% -1,522 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 4,009 shares; 2025Q2: 18,421 shares; 2025Q3: 4,636 shares; 2025Q4: 4,890 shares; 2026Q1: 5,031 shares 5,031 $368K 0.02% +141 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: not reported; 2025Q1: not reported; 2025Q2: 5,540 shares; 2025Q3: 7,189 shares; 2025Q4: 7,319 shares; 2026Q1: 7,425 shares 7,425 $368K 0.02% +106 Timeline RDIV 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: 6,550 shares; 2024Q4: 6,520 shares; 2025Q1: 6,905 shares; 2025Q2: 7,669 shares; 2025Q3: 7,496 shares; 2025Q4: 6,723 shares; 2026Q1: 6,588 shares 6,588 $367K 0.02% -135 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares; 2026Q1: 5,286 shares 5,286 $366K 0.02% +109 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: 881 shares; 2024Q4: 966 shares; 2025Q1: 1,104 shares; 2025Q2: 1,157 shares; 2025Q3: 1,201 shares; 2025Q4: 1,108 shares; 2026Q1: 1,275 shares 1,275 $366K 0.02% +167 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 4,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 585 shares 585 $361K 0.02% -116 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $359K 0.02% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 2,933 shares; 2025Q4: 2,947 shares; 2026Q1: 2,821 shares 2,821 $358K 0.02% -126 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,474 shares 8,474 $357K 0.02% new 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: 6,424 shares; 2024Q4: 6,424 shares; 2025Q1: 6,424 shares; 2025Q2: 6,424 shares; 2025Q3: 6,314 shares; 2025Q4: 6,314 shares; 2026Q1: 6,324 shares 6,324 $357K 0.02% +10 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,565 shares; 2025Q1: 1,372 shares; 2025Q2: 1,457 shares; 2025Q3: 1,830 shares; 2025Q4: 1,805 shares; 2026Q1: 1,936 shares 1,936 $353K 0.02% +131 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 8,033 shares; 2025Q3: 8,420 shares; 2025Q4: 8,518 shares; 2026Q1: 8,700 shares 8,700 $353K 0.02% +182 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,623 shares 3,623 $352K 0.02% new 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: 2,532 shares; 2024Q4: 2,406 shares; 2025Q1: 2,341 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares; 2025Q4: 2,171 shares; 2026Q1: 2,729 shares 2,729 $351K 0.02% +558 Timeline SWAN 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: 17,176 shares; 2024Q4: 18,023 shares; 2025Q1: 10,437 shares; 2025Q2: 10,456 shares; 2025Q3: 10,655 shares; 2025Q4: 11,173 shares; 2026Q1: 11,173 shares 11,173 $347K 0.02% 0 Timeline VIS 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: 873 shares; 2025Q2: 972 shares; 2025Q3: 1,040 shares; 2025Q4: 1,093 shares; 2026Q1: 1,110 shares 1,110 $347K 0.02% +17 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares 7,580 $343K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 5,735 shares; 2026Q1: 6,485 shares 6,485 $342K 0.02% +750 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares 1,175 $341K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 684 shares 684 $338K 0.02% new Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares 5,215 $337K 0.02% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,214 shares; 2026Q1: 8,353 shares 8,353 $335K 0.02% -2,861 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,025 shares 13,025 $333K 0.02% new Timeline USVM 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: not reported; 2025Q3: not reported; 2025Q4: 3,448 shares; 2026Q1: 3,502 shares 3,502 $332K 0.02% +54 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,924 shares; 2025Q4: 3,863 shares; 2026Q1: 4,172 shares 4,172 $327K 0.02% +309 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: 24,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,456 shares; 2025Q4: 12,463 shares; 2026Q1: 3,362 shares 3,362 $327K 0.02% -9,101 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,538 shares; 2025Q1: 3,518 shares; 2025Q2: 3,560 shares; 2025Q3: 3,367 shares; 2025Q4: 3,289 shares; 2026Q1: 3,610 shares 3,610 $326K 0.02% +321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,282 shares; 2025Q4: 6,942 shares; 2026Q1: 7,209 shares 7,209 $323K 0.02% +267 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,546 shares 11,546 $322K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 996 shares; 2025Q4: 852 shares; 2026Q1: 1,147 shares 1,147 $320K 0.02% +295 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,662 shares; 2025Q4: 1,740 shares; 2026Q1: 2,641 shares 2,641 $319K 0.02% +901 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 15,260 shares; 2025Q1: not reported; 2025Q2: 5,420 shares; 2025Q3: 6,131 shares; 2025Q4: 6,276 shares; 2026Q1: 6,283 shares 6,283 $318K 0.02% +7 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 5,469 shares; 2025Q4: 5,592 shares; 2026Q1: 5,802 shares 5,802 $318K 0.02% +210 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,070 shares; 2025Q3: 6,096 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $317K 0.02% 0 Timeline NVBU 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: 11,018 shares; 2026Q1: 11,268 shares 11,268 $317K 0.02% +250 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 529 shares; 2025Q3: 535 shares; 2025Q4: 502 shares; 2026Q1: 668 shares 668 $316K 0.02% +166 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,736 shares 6,736 $315K 0.02% new Timeline ZIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 7,486 shares; 2025Q1: 7,670 shares; 2025Q2: 5,789 shares; 2025Q3: 6,885 shares; 2025Q4: 7,316 shares; 2026Q1: 8,034 shares 8,034 $312K 0.02% +718 Timeline UOCT 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: 19,527 shares; 2024Q4: 19,255 shares; 2025Q1: 12,422 shares; 2025Q2: 10,548 shares; 2025Q3: 12,234 shares; 2025Q4: 12,721 shares; 2026Q1: 8,102 shares 8,102 $310K 0.02% -4,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 2,530 shares; 2026Q1: 2,721 shares 2,721 $309K 0.02% +191 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,649 shares; 2025Q1: 7,714 shares; 2025Q2: 7,413 shares; 2025Q3: 6,527 shares; 2025Q4: 6,907 shares; 2026Q1: 7,714 shares 7,714 $306K 0.02% +807 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,392 shares; 2024Q4: 120,562 shares; 2025Q1: 106,906 shares; 2025Q2: 7,304 shares; 2025Q3: 7,328 shares; 2025Q4: 6,175 shares; 2026Q1: 6,190 shares 6,190 $306K 0.02% +15 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,238 shares 46,238 $304K 0.02% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,281 shares; 2025Q3: 1,406 shares; 2025Q4: 1,559 shares; 2026Q1: 1,684 shares 1,684 $303K 0.02% +125 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,919 shares; 2025Q1: 2,067 shares; 2025Q2: 1,945 shares; 2025Q3: 1,935 shares; 2025Q4: 1,843 shares; 2026Q1: 2,380 shares 2,380 $299K 0.02% +537 Timeline CVMC 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: 3,948 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,633 shares; 2026Q1: 4,633 shares 4,633 $297K 0.02% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 3,256 shares; 2026Q1: 4,026 shares 4,026 $294K 0.02% +770 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,205 shares 4,205 $292K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: 734 shares 734 $292K 0.02% +76 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 25,571 shares; 2025Q2: 25,029 shares; 2025Q3: 25,029 shares; 2025Q4: 35,106 shares; 2026Q1: 33,726 shares 33,726 $292K 0.02% -1,380 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: 2,000 shares; 2024Q4: not reported; 2025Q1: 1,706 shares; 2025Q2: 1,709 shares; 2025Q3: 1,775 shares; 2025Q4: 1,466 shares; 2026Q1: 1,751 shares 1,751 $290K 0.02% +285 Timeline TDV 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: 3,019 shares; 2024Q4: 3,245 shares; 2025Q1: 3,360 shares; 2025Q2: 3,532 shares; 2025Q3: 3,754 shares; 2025Q4: 3,515 shares; 2026Q1: 3,402 shares 3,402 $288K 0.02% -113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,092 shares; 2026Q1: 1,099 shares 1,099 $288K 0.02% +7 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares; 2026Q1: 4,524 shares 4,524 $280K 0.02% +737 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,046 shares 2,046 $276K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,066 shares; 2025Q3: 1,960 shares; 2025Q4: not reported; 2026Q1: 1,270 shares 1,270 $271K 0.02% new 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 196 shares; 2025Q2: 2,900 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,905 shares 2,905 $268K 0.01% -45 Timeline UJUL 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: 7,669 shares; 2024Q4: 7,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,324 shares; 2025Q4: 13,312 shares; 2026Q1: 6,998 shares 6,998 $268K 0.01% -6,314 Timeline SPCT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,297 shares; 2026Q1: 10,253 shares 10,253 $267K 0.01% +1,956 Timeline GDEC 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: 6,749 shares; 2024Q4: 6,749 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $266K 0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 9,926 shares; 2025Q1: 8,623 shares; 2025Q2: 9,100 shares; 2025Q3: 8,872 shares; 2025Q4: 3,603 shares; 2026Q1: 3,498 shares 3,498 $264K 0.01% -105 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares 2,367 $264K 0.01% new Timeline UJUN 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: 7,231 shares; 2024Q4: 7,231 shares; 2025Q1: 7,070 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares 7,070 $263K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,534 shares; 2026Q1: 1,545 shares 1,545 $261K 0.01% +11 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,567 shares; 2025Q3: 1,473 shares; 2025Q4: 1,703 shares; 2026Q1: 1,314 shares 1,314 $260K 0.01% -389 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,018 shares 4,018 $260K 0.01% new 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: not reported; 2026Q1: 3,415 shares 3,415 $260K 0.01% new Timeline YYY 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: 10,827 shares; 2024Q4: 12,186 shares; 2025Q1: 14,594 shares; 2025Q2: 19,891 shares; 2025Q3: 20,802 shares; 2025Q4: 23,289 shares; 2026Q1: 23,558 shares 23,558 $260K 0.01% +269 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,972 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,316 shares 5,316 $258K 0.01% -676 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,562 shares 2,562 $257K 0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,174 shares; 2025Q2: 25,821 shares; 2025Q3: 15,935 shares; 2025Q4: 14,475 shares; 2026Q1: 14,795 shares 14,795 $254K 0.01% +320 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares 1,593 $251K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $250K 0.01% new Timeline GFLW 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: not reported; 2025Q3: not reported; 2025Q4: 10,539 shares; 2026Q1: 9,443 shares 9,443 $248K 0.01% -1,096 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,239 shares; 2026Q1: 3,521 shares 3,521 $248K 0.01% +282 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares 4,316 $246K 0.01% 0 Timeline