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: 342,124 shares; 2024Q4: 339,682 shares; 2025Q1: 423,033 shares; 2025Q2: 405,367 shares; 2025Q3: 388,301 shares; 2025Q4: 394,965 shares; 2026Q1: 400,629 shares 400,629 $261M 5.59% +5,664 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: 36,528 shares; 2024Q4: 10,311 shares; 2025Q1: 1,737,097 shares; 2025Q2: 1,933,490 shares; 2025Q3: 2,050,726 shares; 2025Q4: 2,109,337 shares; 2026Q1: 2,169,821 shares 2,169,821 $207M 4.44% +60,484 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: 675,958 shares; 2024Q4: 657,532 shares; 2025Q1: 628,923 shares; 2025Q2: 609,926 shares; 2025Q3: 640,733 shares; 2025Q4: 654,138 shares; 2026Q1: 639,342 shares 639,342 $162M 3.48% -14,796 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: 190,913 shares; 2024Q4: 196,094 shares; 2025Q1: 188,890 shares; 2025Q2: 190,788 shares; 2025Q3: 216,639 shares; 2025Q4: 213,258 shares; 2026Q1: 206,628 shares 206,628 $135M 2.9% -6,630 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: 8,654 shares; 2024Q4: 7,406 shares; 2025Q1: 845,889 shares; 2025Q2: 869,949 shares; 2025Q3: 1,009,428 shares; 2025Q4: 1,008,955 shares; 2026Q1: 1,022,493 shares 1,022,493 $103M 2.21% +13,538 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: 213,447 shares; 2024Q4: 207,017 shares; 2025Q1: 203,547 shares; 2025Q2: 203,096 shares; 2025Q3: 206,869 shares; 2025Q4: 210,651 shares; 2026Q1: 214,305 shares 214,305 $103M 2.2% +3,654 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: 211,914 shares; 2024Q4: 209,238 shares; 2025Q1: 227,547 shares; 2025Q2: 219,039 shares; 2025Q3: 213,462 shares; 2025Q4: 223,534 shares; 2026Q1: 241,144 shares 241,144 $89.3M 1.91% +17,610 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: 92,423 shares; 2024Q4: 88,889 shares; 2025Q1: 80,010 shares; 2025Q2: 87,486 shares; 2025Q3: 91,390 shares; 2025Q4: 94,448 shares; 2026Q1: 107,272 shares 107,272 $64.1M 1.37% +12,824 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: 61,563 shares; 2024Q4: 63,444 shares; 2025Q1: 63,463 shares; 2025Q2: 63,791 shares; 2025Q3: 65,754 shares; 2025Q4: 65,809 shares; 2026Q1: 68,302 shares 68,302 $62.8M 1.35% +2,493 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: 335,829 shares; 2024Q4: 311,334 shares; 2025Q1: 302,732 shares; 2025Q2: 308,321 shares; 2025Q3: 339,716 shares; 2025Q4: 347,535 shares; 2026Q1: 345,018 shares 345,018 $60.2M 1.29% -2,517 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: 714,349 shares; 2024Q4: 699,817 shares; 2025Q1: 712,469 shares; 2025Q2: 728,718 shares; 2025Q3: 739,114 shares; 2025Q4: 782,065 shares; 2026Q1: 830,644 shares 830,644 $53.2M 1.14% +48,579 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,933 shares; 2024Q4: 145,952 shares; 2025Q1: 150,371 shares; 2025Q2: 174,876 shares; 2025Q3: 723,719 shares; 2025Q4: 914,056 shares; 2026Q1: 888,676 shares 888,676 $47.3M 1.01% -25,380 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: 207,768 shares; 2024Q4: 195,008 shares; 2025Q1: 201,116 shares; 2025Q2: 202,706 shares; 2025Q3: 221,317 shares; 2025Q4: 219,890 shares; 2026Q1: 225,018 shares 225,018 $46.9M 1.01% +5,128 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,777 shares; 2024Q4: 93,110 shares; 2025Q1: 56,603 shares; 2025Q2: 62,515 shares; 2025Q3: 67,238 shares; 2025Q4: 68,638 shares; 2026Q1: 78,030 shares 78,030 $45M 0.97% +9,392 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: 121,855 shares; 2024Q4: 115,959 shares; 2025Q1: 117,219 shares; 2025Q2: 130,271 shares; 2025Q3: 131,036 shares; 2025Q4: 130,160 shares; 2026Q1: 131,634 shares 131,634 $37.8M 0.81% +1,474 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: 156,500 shares; 2024Q4: 140,017 shares; 2025Q1: 134,519 shares; 2025Q2: 127,376 shares; 2025Q3: 136,499 shares; 2025Q4: 138,362 shares; 2026Q1: 124,316 shares 124,316 $35.7M 0.77% -14,046 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: 386,226 shares; 2024Q4: 384,510 shares; 2025Q1: 511,526 shares; 2025Q2: 524,429 shares; 2025Q3: 526,505 shares; 2025Q4: 567,270 shares; 2026Q1: 601,281 shares 601,281 $32.5M 0.7% +34,011 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: 184,699 shares; 2024Q4: 206,700 shares; 2025Q1: 304,143 shares; 2025Q2: 382,473 shares; 2025Q3: 502,587 shares; 2025Q4: 594,973 shares; 2026Q1: 1,208,360 shares 1,208,360 $31.7M 0.68% +613,387 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: 251,236 shares; 2024Q4: 250,080 shares; 2025Q1: 479,405 shares; 2025Q2: 490,577 shares; 2025Q3: 446,128 shares; 2025Q4: 380,353 shares; 2026Q1: 338,060 shares 338,060 $31M 0.66% -42,293 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: 44,114 shares; 2024Q4: 43,050 shares; 2025Q1: 42,556 shares; 2025Q2: 44,076 shares; 2025Q3: 48,478 shares; 2025Q4: 51,264 shares; 2026Q1: 53,625 shares 53,625 $30.7M 0.66% +2,361 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: 149,393 shares; 2024Q4: 147,533 shares; 2025Q1: 149,403 shares; 2025Q2: 163,330 shares; 2025Q3: 197,711 shares; 2025Q4: 197,082 shares; 2026Q1: 198,049 shares 198,049 $29.3M 0.63% +967 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: 105,932 shares; 2024Q4: 97,621 shares; 2025Q1: 95,935 shares; 2025Q2: 95,090 shares; 2025Q3: 99,334 shares; 2025Q4: 98,604 shares; 2026Q1: 98,272 shares 98,272 $28.9M 0.62% -332 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: 102,308 shares; 2024Q4: 98,395 shares; 2025Q1: 83,040 shares; 2025Q2: 87,117 shares; 2025Q3: 86,592 shares; 2025Q4: 89,637 shares; 2026Q1: 87,484 shares 87,484 $28.1M 0.6% -2,153 Timeline PJAN 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: 20,517 shares; 2024Q4: 32,771 shares; 2025Q1: 31,613 shares; 2025Q2: 31,281 shares; 2025Q3: 432,054 shares; 2025Q4: 419,512 shares; 2026Q1: 577,520 shares 577,520 $26.6M 0.57% +158,008 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: 278,844 shares; 2024Q4: 110,966 shares; 2025Q1: 253,365 shares; 2025Q2: 106,420 shares; 2025Q3: 114,649 shares; 2025Q4: 253,683 shares; 2026Q1: 263,176 shares 263,176 $26.1M 0.56% +9,493 Timeline NJAN 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: 351,795 shares; 2025Q4: 331,717 shares; 2026Q1: 484,461 shares 484,461 $25.9M 0.55% +152,744 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: 122,899 shares; 2024Q4: 124,759 shares; 2025Q1: 124,300 shares; 2025Q2: 122,393 shares; 2025Q3: 119,433 shares; 2025Q4: 120,240 shares; 2026Q1: 117,601 shares 117,601 $25.3M 0.54% -2,639 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: 114,836 shares; 2024Q4: 106,741 shares; 2025Q1: 124,895 shares; 2025Q2: 126,242 shares; 2025Q3: 124,257 shares; 2025Q4: 125,729 shares; 2026Q1: 128,253 shares 128,253 $25.2M 0.54% +2,524 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,267 shares; 2024Q4: 474,189 shares; 2025Q1: 471,350 shares; 2025Q2: 468,471 shares; 2025Q3: 468,789 shares; 2025Q4: 492,663 shares; 2026Q1: 492,702 shares 492,702 $24.2M 0.52% +39 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: 15,862 shares; 2024Q4: 15,632 shares; 2025Q1: 16,965 shares; 2025Q2: 18,108 shares; 2025Q3: 19,626 shares; 2025Q4: 20,117 shares; 2026Q1: 23,827 shares 23,827 $23.7M 0.51% +3,710 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: 63,762 shares; 2024Q4: 57,334 shares; 2025Q1: 61,184 shares; 2025Q2: 62,219 shares; 2025Q3: 69,204 shares; 2025Q4: 69,938 shares; 2026Q1: 72,222 shares 72,222 $22.4M 0.48% +2,284 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: 46,953 shares; 2024Q4: 48,739 shares; 2025Q1: 53,381 shares; 2025Q2: 55,080 shares; 2025Q3: 60,209 shares; 2025Q4: 59,737 shares; 2026Q1: 59,084 shares 59,084 $22M 0.47% -653 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: 153,188 shares; 2024Q4: 170,734 shares; 2025Q1: 187,185 shares; 2025Q2: 201,002 shares; 2025Q3: 123,489 shares; 2025Q4: 135,201 shares; 2026Q1: 431,963 shares 431,963 $21.9M 0.47% +296,762 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: 639,541 shares; 2024Q4: 646,228 shares; 2025Q1: 725,674 shares; 2025Q2: 737,503 shares; 2025Q3: 731,202 shares; 2025Q4: 714,694 shares; 2026Q1: 721,158 shares 721,158 $21M 0.45% +6,464 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: 272,974 shares; 2024Q4: 290,445 shares; 2025Q1: 301,161 shares; 2025Q2: 299,748 shares; 2025Q3: 344,002 shares; 2025Q4: 357,640 shares; 2026Q1: 444,740 shares 444,740 $20.9M 0.45% +87,100 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,751 shares; 2024Q4: 66,029 shares; 2025Q1: 166,203 shares; 2025Q2: 232,410 shares; 2025Q3: 393,880 shares; 2025Q4: 413,560 shares; 2026Q1: 513,200 shares 513,200 $20.6M 0.44% +99,640 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: 88,549 shares; 2024Q4: 84,587 shares; 2025Q1: 82,701 shares; 2025Q2: 88,759 shares; 2025Q3: 90,441 shares; 2025Q4: 91,883 shares; 2026Q1: 92,784 shares 92,784 $19.2M 0.41% +901 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: 103,220 shares; 2024Q4: 99,714 shares; 2025Q1: 103,917 shares; 2025Q2: 103,794 shares; 2025Q3: 109,742 shares; 2025Q4: 103,669 shares; 2026Q1: 105,555 shares 105,555 $17.9M 0.38% +1,886 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: 140,842 shares; 2024Q4: 114,760 shares; 2025Q1: 126,771 shares; 2025Q2: 124,832 shares; 2025Q3: 123,657 shares; 2025Q4: 123,388 shares; 2026Q1: 142,124 shares 142,124 $17.7M 0.38% +18,736 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,771 shares; 2024Q4: 86,177 shares; 2025Q1: 177,053 shares; 2025Q2: 194,888 shares; 2025Q3: 226,849 shares; 2025Q4: 235,209 shares; 2026Q1: 405,666 shares 405,666 $17.3M 0.37% +170,457 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: 234,178 shares; 2024Q4: 208,052 shares; 2025Q1: 210,995 shares; 2025Q2: 228,141 shares; 2025Q3: 238,793 shares; 2025Q4: 237,661 shares; 2026Q1: 244,406 shares 244,406 $17.2M 0.37% +6,745 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: 575,894 shares; 2024Q4: 589,523 shares; 2025Q1: 594,324 shares; 2025Q2: 601,228 shares; 2025Q3: 606,334 shares; 2025Q4: 599,323 shares; 2026Q1: 556,876 shares 556,876 $17M 0.36% -42,447 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,621 shares; 2024Q4: 286,043 shares; 2025Q1: 308,813 shares; 2025Q2: 305,344 shares; 2025Q3: 313,838 shares; 2025Q4: 298,086 shares; 2026Q1: 289,985 shares 289,985 $16.9M 0.36% -8,101 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: 14,723 shares; 2024Q4: 14,396 shares; 2025Q1: 14,383 shares; 2025Q2: 14,498 shares; 2025Q3: 14,285 shares; 2025Q4: 141,659 shares; 2026Q1: 168,749 shares 168,749 $16.2M 0.35% +27,090 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: 25,605 shares; 2024Q4: 23,316 shares; 2025Q1: 18,870 shares; 2025Q2: 22,664 shares; 2025Q3: 28,666 shares; 2025Q4: 33,827 shares; 2026Q1: 37,358 shares 37,358 $16.1M 0.34% +3,531 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,301 shares; 2024Q4: 635,877 shares; 2025Q1: 641,700 shares; 2025Q2: 647,225 shares; 2025Q3: 683,383 shares; 2025Q4: 690,824 shares; 2026Q1: 687,811 shares 687,811 $16M 0.34% -3,013 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,972 shares; 2024Q4: 299,758 shares; 2025Q1: 299,308 shares; 2025Q2: 301,818 shares; 2025Q3: 327,383 shares; 2025Q4: 340,395 shares; 2026Q1: 362,082 shares 362,082 $15.9M 0.34% +21,687 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: 138,156 shares; 2024Q4: 141,418 shares; 2025Q1: 129,438 shares; 2025Q2: 137,853 shares; 2025Q3: 138,992 shares; 2025Q4: 136,417 shares; 2026Q1: 139,521 shares 139,521 $15.8M 0.34% +3,104 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: 42,442 shares; 2024Q4: 37,586 shares; 2025Q1: 33,102 shares; 2025Q2: 32,618 shares; 2025Q3: 32,634 shares; 2025Q4: 33,714 shares; 2026Q1: 36,128 shares 36,128 $15.8M 0.34% +2,414 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: 67,923 shares; 2024Q4: 68,904 shares; 2025Q1: 62,641 shares; 2025Q2: 62,938 shares; 2025Q3: 58,541 shares; 2025Q4: 117,439 shares; 2026Q1: 108,271 shares 108,271 $14.4M 0.31% -9,168 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: 543,921 shares; 2024Q4: 564,980 shares; 2025Q1: 547,828 shares; 2025Q2: 535,985 shares; 2025Q3: 519,775 shares; 2025Q4: 494,351 shares; 2026Q1: 467,230 shares 467,230 $14.3M 0.31% -27,121 Timeline SECT 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: 230,061 shares; 2024Q4: 221,914 shares; 2025Q1: 227,969 shares; 2025Q2: 230,000 shares; 2025Q3: 224,997 shares; 2025Q4: 234,209 shares; 2026Q1: 234,310 shares 234,310 $14.1M 0.3% +101 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: 9,590,971 shares; 2024Q4: 11,332,555 shares; 2025Q1: 335,722 shares; 2025Q2: 309,453 shares; 2025Q3: 303,460 shares; 2025Q4: 509,904 shares; 2026Q1: 613,008 shares 613,008 $14M 0.3% +103,104 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,901 shares; 2024Q4: 284,347 shares; 2025Q1: 219,346 shares; 2025Q2: 240,868 shares; 2025Q3: 188,122 shares; 2025Q4: 211,746 shares; 2026Q1: 302,280 shares 302,280 $14M 0.3% +90,534 Timeline GSY 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: 24,991 shares; 2024Q4: 35,010 shares; 2025Q1: 55,938 shares; 2025Q2: 134,235 shares; 2025Q3: 244,247 shares; 2025Q4: 248,690 shares; 2026Q1: 277,048 shares 277,048 $13.9M 0.3% +28,358 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: 220,143 shares; 2024Q4: 206,100 shares; 2025Q1: 238,765 shares; 2025Q2: 219,566 shares; 2025Q3: 212,276 shares; 2025Q4: 193,974 shares; 2026Q1: 180,725 shares 180,725 $13.8M 0.3% -13,249 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: 11,399 shares; 2024Q4: 10,955 shares; 2025Q1: 24,762 shares; 2025Q2: 23,269 shares; 2025Q3: 24,946 shares; 2025Q4: 19,034 shares; 2026Q1: 19,647 shares 19,647 $13.7M 0.29% +613 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: 18,901 shares; 2024Q4: 17,600 shares; 2025Q1: 20,090 shares; 2025Q2: 19,603 shares; 2025Q3: 18,255 shares; 2025Q4: 17,954 shares; 2026Q1: 19,321 shares 19,321 $13.7M 0.29% +1,367 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,023 shares; 2024Q4: 61,253 shares; 2025Q1: 60,046 shares; 2025Q2: 56,931 shares; 2025Q3: 56,255 shares; 2025Q4: 56,614 shares; 2026Q1: 55,374 shares 55,374 $13.5M 0.29% -1,240 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,823 shares; 2024Q4: 120,845 shares; 2025Q1: 130,443 shares; 2025Q2: 132,456 shares; 2025Q3: 122,636 shares; 2025Q4: 122,833 shares; 2026Q1: 129,055 shares 129,055 $13.2M 0.28% +6,222 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: 48,110 shares; 2024Q4: 45,910 shares; 2025Q1: 43,894 shares; 2025Q2: 43,542 shares; 2025Q3: 44,828 shares; 2025Q4: 44,129 shares; 2026Q1: 43,428 shares 43,428 $13.1M 0.28% -701 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,766 shares; 2024Q4: 44,598 shares; 2025Q1: 46,643 shares; 2025Q2: 48,656 shares; 2025Q3: 52,606 shares; 2025Q4: 56,300 shares; 2026Q1: 61,292 shares 61,292 $12.9M 0.28% +4,992 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,254 shares; 2024Q4: 15,615 shares; 2025Q1: 146,223 shares; 2025Q2: 193,476 shares; 2025Q3: 212,062 shares; 2025Q4: 222,521 shares; 2026Q1: 316,940 shares 316,940 $12.2M 0.26% +94,419 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: 87,006 shares; 2024Q4: 94,921 shares; 2025Q1: 107,682 shares; 2025Q2: 116,529 shares; 2025Q3: 119,256 shares; 2025Q4: 103,311 shares; 2026Q1: 109,925 shares 109,925 $12.1M 0.26% +6,614 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,853 shares; 2024Q4: 428,803 shares; 2025Q1: 456,873 shares; 2025Q2: 442,043 shares; 2025Q3: 449,410 shares; 2025Q4: 373,072 shares; 2026Q1: 373,258 shares 373,258 $12M 0.26% +186 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: 214,735 shares; 2024Q4: 197,658 shares; 2025Q1: 197,572 shares; 2025Q2: 218,111 shares; 2025Q3: 215,320 shares; 2025Q4: 223,157 shares; 2026Q1: 248,385 shares 248,385 $11.9M 0.26% +25,228 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: 133,647 shares; 2024Q4: 122,216 shares; 2025Q1: 121,084 shares; 2025Q2: 136,460 shares; 2025Q3: 134,697 shares; 2025Q4: 139,776 shares; 2026Q1: 151,470 shares 151,470 $11.9M 0.25% +11,694 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: 228,910 shares; 2024Q4: 189,527 shares; 2025Q1: 152,113 shares; 2025Q2: 153,094 shares; 2025Q3: 154,409 shares; 2025Q4: 147,823 shares; 2026Q1: 152,164 shares 152,164 $11.8M 0.25% +4,341 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: 235,362 shares; 2024Q4: 233,784 shares; 2025Q1: 225,229 shares; 2025Q2: 256,968 shares; 2025Q3: 248,211 shares; 2025Q4: 255,934 shares; 2026Q1: 229,316 shares 229,316 $11.6M 0.25% -26,618 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: 197,616 shares; 2024Q4: 170,481 shares; 2025Q1: 230,386 shares; 2025Q2: 243,925 shares; 2025Q3: 258,575 shares; 2025Q4: 233,293 shares; 2026Q1: 229,398 shares 229,398 $11.6M 0.25% -3,895 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: 144,819 shares; 2024Q4: 138,814 shares; 2025Q1: 142,966 shares; 2025Q2: 152,642 shares; 2025Q3: 154,829 shares; 2025Q4: 203,887 shares; 2026Q1: 244,635 shares 244,635 $11.5M 0.25% +40,748 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: 168,998 shares; 2024Q4: 183,911 shares; 2025Q1: 194,672 shares; 2025Q2: 199,053 shares; 2025Q3: 215,643 shares; 2025Q4: 217,378 shares; 2026Q1: 232,087 shares 232,087 $11.5M 0.25% +14,709 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,533 shares; 2024Q4: 495,038 shares; 2025Q1: 490,378 shares; 2025Q2: 482,686 shares; 2025Q3: 500,932 shares; 2025Q4: 496,370 shares; 2026Q1: 512,067 shares 512,067 $11.4M 0.25% +15,697 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: 33,977 shares; 2024Q4: 39,150 shares; 2025Q1: 152,399 shares; 2025Q2: 155,464 shares; 2025Q3: 160,377 shares; 2025Q4: 159,072 shares; 2026Q1: 249,946 shares 249,946 $11.4M 0.24% +90,874 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: 54,794 shares; 2024Q4: 52,228 shares; 2025Q1: 51,851 shares; 2025Q2: 51,401 shares; 2025Q3: 51,195 shares; 2025Q4: 52,398 shares; 2026Q1: 54,032 shares 54,032 $11.1M 0.24% +1,634 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: 44,439 shares; 2024Q4: 50,563 shares; 2025Q1: 55,704 shares; 2025Q2: 58,805 shares; 2025Q3: 65,413 shares; 2025Q4: 66,040 shares; 2026Q1: 54,332 shares 54,332 $11.1M 0.24% -11,708 Timeline KBWP 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: 70,390 shares; 2024Q4: 69,800 shares; 2025Q1: 71,620 shares; 2025Q2: 78,757 shares; 2025Q3: 85,161 shares; 2025Q4: 89,150 shares; 2026Q1: 92,291 shares 92,291 $11M 0.24% +3,141 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: 9,730 shares; 2024Q4: 8,723 shares; 2025Q1: 4,117 shares; 2025Q2: 9,334 shares; 2025Q3: 44,368 shares; 2025Q4: 46,690 shares; 2026Q1: 52,631 shares 52,631 $10.9M 0.23% +5,941 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: 3,342 shares; 2024Q4: 8,841 shares; 2025Q1: 16,250 shares; 2025Q2: 25,139 shares; 2025Q3: 36,222 shares; 2025Q4: 34,528 shares; 2026Q1: 28,356 shares 28,356 $10.9M 0.23% -6,172 Timeline MISL 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: 206,472 shares; 2024Q4: 214,888 shares; 2025Q1: 213,020 shares; 2025Q2: 220,940 shares; 2025Q3: 226,450 shares; 2025Q4: 232,220 shares; 2026Q1: 239,548 shares 239,548 $10.7M 0.23% +7,328 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 26,889 shares; 2025Q1: 23,620 shares; 2025Q2: 21,595 shares; 2025Q3: 21,718 shares; 2025Q4: 22,664 shares; 2026Q1: 25,933 shares 25,933 $10.6M 0.23% +3,269 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: 71,922 shares; 2024Q4: 69,747 shares; 2025Q1: 196,159 shares; 2025Q2: 200,660 shares; 2025Q3: 208,665 shares; 2025Q4: 217,111 shares; 2026Q1: 228,669 shares 228,669 $10.4M 0.22% +11,558 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,499 shares; 2024Q4: 125,584 shares; 2025Q1: 117,001 shares; 2025Q2: 123,119 shares; 2025Q3: 128,118 shares; 2025Q4: 128,825 shares; 2026Q1: 130,566 shares 130,566 $10.4M 0.22% +1,741 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,813 shares; 2024Q4: 373,129 shares; 2025Q1: 384,034 shares; 2025Q2: 409,092 shares; 2025Q3: 423,899 shares; 2025Q4: 428,919 shares; 2026Q1: 425,562 shares 425,562 $10.3M 0.22% -3,357 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: 117,686 shares; 2024Q4: 115,516 shares; 2025Q1: 115,706 shares; 2025Q2: 137,936 shares; 2025Q3: 138,448 shares; 2025Q4: 138,255 shares; 2026Q1: 138,386 shares 138,386 $10.2M 0.22% +131 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: 29,049 shares; 2024Q4: 42,022 shares; 2025Q1: 52,266 shares; 2025Q2: 62,861 shares; 2025Q3: 89,815 shares; 2025Q4: 85,217 shares; 2026Q1: 85,965 shares 85,965 $10M 0.21% +748 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,235 shares; 2024Q4: 102,719 shares; 2025Q1: 104,245 shares; 2025Q2: 120,853 shares; 2025Q3: 144,727 shares; 2025Q4: 154,807 shares; 2026Q1: 158,614 shares 158,614 $9.94M 0.21% +3,807 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: 88,283 shares; 2024Q4: 69,418 shares; 2025Q1: 56,581 shares; 2025Q2: 69,656 shares; 2025Q3: 64,304 shares; 2025Q4: 131,453 shares; 2026Q1: 159,182 shares 159,182 $9.75M 0.21% +27,729 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,543 shares; 2024Q4: 106,398 shares; 2025Q1: 109,171 shares; 2025Q2: 140,161 shares; 2025Q3: 573,796 shares; 2025Q4: 536,625 shares; 2026Q1: 185,497 shares 185,497 $9.75M 0.21% -351,128 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: 20,517 shares; 2024Q4: 18,846 shares; 2025Q1: 18,458 shares; 2025Q2: 22,894 shares; 2025Q3: 25,154 shares; 2025Q4: 24,413 shares; 2026Q1: 33,487 shares 33,487 $9.62M 0.21% +9,074 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: 31,081 shares; 2024Q4: 29,260 shares; 2025Q1: 24,872 shares; 2025Q2: 26,242 shares; 2025Q3: 26,670 shares; 2025Q4: 28,829 shares; 2026Q1: 29,037 shares 29,037 $9.55M 0.2% +208 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,670 shares; 2024Q4: 113,823 shares; 2025Q1: 127,218 shares; 2025Q2: 124,320 shares; 2025Q3: 125,933 shares; 2025Q4: 125,146 shares; 2026Q1: 124,903 shares 124,903 $9.53M 0.2% -243 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: 86,823 shares; 2024Q4: 85,347 shares; 2025Q1: 85,037 shares; 2025Q2: 82,504 shares; 2025Q3: 77,966 shares; 2025Q4: 78,853 shares; 2026Q1: 77,619 shares 77,619 $9.34M 0.2% -1,234 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,990 shares; 2024Q4: 62,944 shares; 2025Q1: 64,774 shares; 2025Q2: 71,685 shares; 2025Q3: 76,229 shares; 2025Q4: 78,853 shares; 2026Q1: 84,382 shares 84,382 $9.32M 0.2% +5,529 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 30,970 shares; 2025Q1: 33,414 shares; 2025Q2: 34,856 shares; 2025Q3: 35,078 shares; 2025Q4: 44,736 shares; 2026Q1: 45,499 shares 45,499 $9.27M 0.2% +763 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: 51,398 shares; 2024Q4: 63,108 shares; 2025Q1: 59,401 shares; 2025Q2: 57,638 shares; 2025Q3: 74,471 shares; 2025Q4: 69,689 shares; 2026Q1: 63,360 shares 63,360 $9.27M 0.2% -6,329 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,519 shares; 2024Q4: 112,916 shares; 2025Q1: 82,484 shares; 2025Q2: 124,908 shares; 2025Q3: 256,434 shares; 2025Q4: 204,193 shares; 2026Q1: 150,419 shares 150,419 $8.99M 0.19% -53,774 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,049 shares; 2024Q4: 14,599 shares; 2025Q1: 14,380 shares; 2025Q2: 44,612 shares; 2025Q3: 53,965 shares; 2025Q4: 55,524 shares; 2026Q1: 106,182 shares 106,182 $8.79M 0.19% +50,658 Timeline QBUF 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: 174,075 shares; 2024Q4: 212,931 shares; 2025Q1: 282,512 shares; 2025Q2: 310,177 shares; 2025Q3: 247,897 shares; 2025Q4: 300,092 shares; 2026Q1: 299,219 shares 299,219 $8.74M 0.19% -873 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: 37,826 shares; 2024Q4: 38,184 shares; 2025Q1: 28,443 shares; 2025Q2: 29,777 shares; 2025Q3: 31,749 shares; 2025Q4: 32,049 shares; 2026Q1: 35,546 shares 35,546 $8.62M 0.18% +3,497 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: 64,750 shares; 2024Q4: 62,362 shares; 2025Q1: 60,217 shares; 2025Q2: 62,114 shares; 2025Q3: 60,779 shares; 2025Q4: 60,621 shares; 2026Q1: 55,941 shares 55,941 $8.47M 0.18% -4,680 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,709 shares; 2024Q4: 52,204 shares; 2025Q1: 156,767 shares; 2025Q2: 93,797 shares; 2025Q3: 202,635 shares; 2025Q4: 152,785 shares; 2026Q1: 169,216 shares 169,216 $8.43M 0.18% +16,431 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,055 shares; 2024Q4: 36,880 shares; 2025Q1: 435,287 shares; 2025Q2: 605,224 shares; 2025Q3: 296,226 shares; 2025Q4: 250,807 shares; 2026Q1: 165,418 shares 165,418 $8.37M 0.18% -85,389 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: 244,434 shares; 2024Q4: 244,512 shares; 2025Q1: 248,451 shares; 2025Q2: 258,748 shares; 2025Q3: 244,552 shares; 2025Q4: 284,038 shares; 2026Q1: 250,053 shares 250,053 $8.37M 0.18% -33,985 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: 54,085 shares; 2024Q4: 51,440 shares; 2025Q1: 57,015 shares; 2025Q2: 50,608 shares; 2025Q3: 50,252 shares; 2025Q4: 52,899 shares; 2026Q1: 57,379 shares 57,379 $8.29M 0.18% +4,480 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: 66,611 shares; 2024Q4: 65,245 shares; 2025Q1: 63,203 shares; 2025Q2: 56,985 shares; 2025Q3: 54,321 shares; 2025Q4: 58,245 shares; 2026Q1: 55,240 shares 55,240 $8.13M 0.17% -3,005 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: 130,118 shares; 2024Q4: 119,969 shares; 2025Q1: 107,558 shares; 2025Q2: 112,196 shares; 2025Q3: 114,428 shares; 2025Q4: 117,998 shares; 2026Q1: 123,032 shares 123,032 $8.12M 0.17% +5,034 Timeline FESM 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: 159,318 shares; 2025Q4: 161,973 shares; 2026Q1: 212,154 shares 212,154 $8.06M 0.17% +50,181 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: 22,783 shares; 2024Q4: 30,439 shares; 2025Q1: 27,927 shares; 2025Q2: 34,151 shares; 2025Q3: 35,096 shares; 2025Q4: 35,360 shares; 2026Q1: 30,620 shares 30,620 $8.02M 0.17% -4,740 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: 144,726 shares; 2024Q4: 157,557 shares; 2025Q1: 137,647 shares; 2025Q2: 144,973 shares; 2025Q3: 156,546 shares; 2025Q4: 182,525 shares; 2026Q1: 159,233 shares 159,233 $7.99M 0.17% -23,292 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: 19,301 shares; 2024Q4: 19,093 shares; 2025Q1: 19,198 shares; 2025Q2: 19,192 shares; 2025Q3: 19,086 shares; 2025Q4: 18,736 shares; 2026Q1: 18,680 shares 18,680 $7.97M 0.17% -56 Timeline SLYG 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: 24,940 shares; 2024Q4: 25,413 shares; 2025Q1: 76,009 shares; 2025Q2: 86,082 shares; 2025Q3: 87,333 shares; 2025Q4: 86,569 shares; 2026Q1: 82,372 shares 82,372 $7.96M 0.17% -4,197 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: 97,716 shares; 2024Q4: 90,059 shares; 2025Q1: 92,147 shares; 2025Q2: 102,038 shares; 2025Q3: 86,555 shares; 2025Q4: 90,296 shares; 2026Q1: 95,419 shares 95,419 $7.88M 0.17% +5,123 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: 28,865 shares; 2024Q4: 37,455 shares; 2025Q1: 59,039 shares; 2025Q2: 70,354 shares; 2025Q3: 107,115 shares; 2025Q4: 89,101 shares; 2026Q1: 80,052 shares 80,052 $7.88M 0.17% -9,049 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: 4,386 shares; 2024Q4: 77,463 shares; 2025Q1: 126,524 shares; 2025Q2: 155,606 shares; 2025Q3: 162,432 shares; 2025Q4: 168,155 shares; 2026Q1: 170,941 shares 170,941 $7.88M 0.17% +2,786 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,487 shares; 2024Q4: 200,941 shares; 2025Q1: 203,036 shares; 2025Q2: 213,827 shares; 2025Q3: 209,616 shares; 2025Q4: 204,385 shares; 2026Q1: 206,995 shares 206,995 $7.83M 0.17% +2,610 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: 109,910 shares; 2024Q4: 120,358 shares; 2025Q1: 175,109 shares; 2025Q2: 187,652 shares; 2025Q3: 151,595 shares; 2025Q4: 132,264 shares; 2026Q1: 137,986 shares 137,986 $7.82M 0.17% +5,722 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,918 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,576 shares; 2025Q4: 311,226 shares; 2026Q1: 333,037 shares 333,037 $7.82M 0.17% +21,811 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: 8,437 shares; 2024Q4: 8,233 shares; 2025Q1: 10,146 shares; 2025Q2: 15,613 shares; 2025Q3: 15,341 shares; 2025Q4: 15,429 shares; 2026Q1: 23,028 shares 23,028 $7.78M 0.17% +7,599 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,529 shares 222,529 $7.73M 0.17% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,157 shares; 2024Q4: 45,450 shares; 2025Q1: 44,946 shares; 2025Q2: 46,475 shares; 2025Q3: 47,416 shares; 2025Q4: 45,786 shares; 2026Q1: 39,827 shares 39,827 $7.64M 0.16% -5,959 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,822 shares; 2024Q4: 224,776 shares; 2025Q1: 263,675 shares; 2025Q2: 271,980 shares; 2025Q3: 302,620 shares; 2025Q4: 303,880 shares; 2026Q1: 330,591 shares 330,591 $7.59M 0.16% +26,711 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,722 shares; 2024Q4: 157,060 shares; 2025Q1: 172,850 shares; 2025Q2: 169,546 shares; 2025Q3: 176,291 shares; 2025Q4: 186,429 shares; 2026Q1: 196,919 shares 196,919 $7.57M 0.16% +10,490 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,885 shares; 2024Q4: 40,716 shares; 2025Q1: 32,754 shares; 2025Q2: 32,435 shares; 2025Q3: 43,950 shares; 2025Q4: 44,483 shares; 2026Q1: 39,218 shares 39,218 $7.57M 0.16% -5,265 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,877 shares; 2024Q4: 56,468 shares; 2025Q1: 42,120 shares; 2025Q2: 41,457 shares; 2025Q3: 48,804 shares; 2025Q4: 69,304 shares; 2026Q1: 176,205 shares 176,205 $7.5M 0.16% +106,901 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: 17,707 shares; 2024Q4: 16,841 shares; 2025Q1: 72,717 shares; 2025Q2: 71,551 shares; 2025Q3: 72,311 shares; 2025Q4: 71,199 shares; 2026Q1: 76,144 shares 76,144 $7.46M 0.16% +4,945 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: 11,469 shares; 2024Q4: 11,245 shares; 2025Q1: 11,281 shares; 2025Q2: 12,298 shares; 2025Q3: 13,426 shares; 2025Q4: 12,547 shares; 2026Q1: 12,255 shares 12,255 $7.41M 0.16% -292 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: 27,297 shares; 2024Q4: 22,551 shares; 2025Q1: 21,502 shares; 2025Q2: 23,853 shares; 2025Q3: 26,419 shares; 2025Q4: 27,353 shares; 2026Q1: 29,768 shares 29,768 $7.38M 0.16% +2,415 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: 24,920 shares; 2024Q4: 23,823 shares; 2025Q1: 112,749 shares; 2025Q2: 119,455 shares; 2025Q3: 122,835 shares; 2025Q4: 123,997 shares; 2026Q1: 130,427 shares 130,427 $7.38M 0.16% +6,430 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 7,412 shares; 2025Q1: 9,077 shares; 2025Q2: 9,078 shares; 2025Q3: 17,871 shares; 2025Q4: 18,276 shares; 2026Q1: 21,832 shares 21,832 $7.38M 0.16% +3,556 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,899 shares; 2024Q4: 232,168 shares; 2025Q1: 233,482 shares; 2025Q2: 274,627 shares; 2025Q3: 280,869 shares; 2025Q4: 283,828 shares; 2026Q1: 287,113 shares 287,113 $7.21M 0.15% +3,285 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,570 shares; 2024Q4: 43,987 shares; 2025Q1: 24,854 shares; 2025Q2: 24,583 shares; 2025Q3: 25,284 shares; 2025Q4: 28,107 shares; 2026Q1: 37,406 shares 37,406 $7.18M 0.15% +9,299 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: 191,377 shares; 2024Q4: 164,761 shares; 2025Q1: 172,898 shares; 2025Q2: 180,782 shares; 2025Q3: 198,980 shares; 2025Q4: 204,252 shares; 2026Q1: 214,058 shares 214,058 $7.14M 0.15% +9,806 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,886 shares; 2024Q4: 67,355 shares; 2025Q1: 65,912 shares; 2025Q2: 82,005 shares; 2025Q3: 80,889 shares; 2025Q4: 84,986 shares; 2026Q1: 91,415 shares 91,415 $7.06M 0.15% +6,429 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: 50,967 shares; 2024Q4: 54,036 shares; 2025Q1: 57,500 shares; 2025Q2: 59,518 shares; 2025Q3: 58,319 shares; 2025Q4: 59,917 shares; 2026Q1: 63,584 shares 63,584 $7.02M 0.15% +3,667 Timeline SJNK 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: 156,830 shares; 2025Q3: 208,121 shares; 2025Q4: 214,810 shares; 2026Q1: 280,789 shares 280,789 $7.01M 0.15% +65,979 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: 40,387 shares; 2024Q4: 33,950 shares; 2025Q1: 33,904 shares; 2025Q2: 34,813 shares; 2025Q3: 33,747 shares; 2025Q4: 34,452 shares; 2026Q1: 31,724 shares 31,724 $6.9M 0.15% -2,728 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: 43,254 shares; 2024Q4: 43,280 shares; 2025Q1: 40,878 shares; 2025Q2: 36,759 shares; 2025Q3: 36,151 shares; 2025Q4: 37,661 shares; 2026Q1: 41,485 shares 41,485 $6.86M 0.15% +3,824 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,310 shares; 2025Q2: 32,411 shares; 2025Q3: 47,307 shares; 2025Q4: 186,000 shares; 2026Q1: 206,879 shares 206,879 $6.82M 0.15% +20,879 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: 84,257 shares; 2024Q4: 83,680 shares; 2025Q1: 81,203 shares; 2025Q2: 84,825 shares; 2025Q3: 84,317 shares; 2025Q4: 83,744 shares; 2026Q1: 85,878 shares 85,878 $6.79M 0.15% +2,134 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: 70,017 shares; 2024Q4: 75,325 shares; 2025Q1: 69,794 shares; 2025Q2: 67,910 shares; 2025Q3: 69,681 shares; 2025Q4: 61,773 shares; 2026Q1: 60,747 shares 60,747 $6.62M 0.14% -1,026 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: 203,141 shares; 2024Q4: 200,810 shares; 2025Q1: 221,393 shares; 2025Q2: 233,541 shares; 2025Q3: 238,511 shares; 2025Q4: 243,826 shares; 2026Q1: 234,859 shares 234,859 $6.59M 0.14% -8,967 Timeline JUNM 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: 241,913 shares; 2024Q4: 239,038 shares; 2025Q1: 222,521 shares; 2025Q2: 210,494 shares; 2025Q3: 204,470 shares; 2025Q4: 196,515 shares; 2026Q1: 191,463 shares 191,463 $6.57M 0.14% -5,052 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: 68,791 shares; 2024Q4: 63,503 shares; 2025Q1: 64,447 shares; 2025Q2: 74,397 shares; 2025Q3: 71,652 shares; 2025Q4: 74,490 shares; 2026Q1: 95,369 shares 95,369 $6.56M 0.14% +20,879 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: 54,660 shares; 2024Q4: 61,878 shares; 2025Q1: 68,865 shares; 2025Q2: 77,090 shares; 2025Q3: 80,132 shares; 2025Q4: 68,109 shares; 2026Q1: 69,852 shares 69,852 $6.55M 0.14% +1,743 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,815 shares; 2024Q4: 52,295 shares; 2025Q1: 53,790 shares; 2025Q2: 56,477 shares; 2025Q3: 60,299 shares; 2025Q4: 62,619 shares; 2026Q1: 63,917 shares 63,917 $6.54M 0.14% +1,298 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: 7,120 shares; 2024Q4: 7,220 shares; 2025Q1: 6,643 shares; 2025Q2: 27,880 shares; 2025Q3: 29,874 shares; 2025Q4: 28,311 shares; 2026Q1: 27,389 shares 27,389 $6.51M 0.14% -922 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: 25,581 shares; 2024Q4: 9,941 shares; 2025Q1: 10,631 shares; 2025Q2: 12,289 shares; 2025Q3: 22,385 shares; 2025Q4: 25,987 shares; 2026Q1: 32,000 shares 32,000 $6.37M 0.14% +6,013 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,373 shares; 2024Q4: 92,707 shares; 2025Q1: 98,857 shares; 2025Q2: 98,586 shares; 2025Q3: 91,590 shares; 2025Q4: 106,752 shares; 2026Q1: 122,311 shares 122,311 $6.35M 0.14% +15,559 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: 144,907 shares; 2024Q4: 245,750 shares; 2025Q1: 151,425 shares; 2025Q2: 154,370 shares; 2025Q3: 169,384 shares; 2025Q4: 167,949 shares; 2026Q1: 127,916 shares 127,916 $6.32M 0.14% -40,033 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: 108,395 shares; 2024Q4: 108,803 shares; 2025Q1: 171,014 shares; 2025Q2: 177,262 shares; 2025Q3: 144,968 shares; 2025Q4: 142,833 shares; 2026Q1: 92,224 shares 92,224 $6.28M 0.13% -50,609 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: 165,705 shares; 2024Q4: 163,126 shares; 2025Q1: 158,504 shares; 2025Q2: 149,118 shares; 2025Q3: 150,213 shares; 2025Q4: 147,228 shares; 2026Q1: 144,343 shares 144,343 $6.27M 0.13% -2,885 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,375 shares; 2024Q4: 171,559 shares; 2025Q1: 160,566 shares; 2025Q2: 366,459 shares; 2025Q3: 358,301 shares; 2025Q4: 343,175 shares; 2026Q1: 346,554 shares 346,554 $6.24M 0.13% +3,379 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: 65,061 shares; 2024Q4: 60,070 shares; 2025Q1: 62,298 shares; 2025Q2: 75,674 shares; 2025Q3: 83,142 shares; 2025Q4: 88,637 shares; 2026Q1: 89,447 shares 89,447 $6.24M 0.13% +810 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: 87,442 shares; 2024Q4: 95,027 shares; 2025Q1: 102,538 shares; 2025Q2: 116,201 shares; 2025Q3: 120,108 shares; 2025Q4: 120,553 shares; 2026Q1: 131,423 shares 131,423 $6.18M 0.13% +10,870 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: 51,784 shares; 2024Q4: 52,551 shares; 2025Q1: 55,481 shares; 2025Q2: 62,720 shares; 2025Q3: 72,762 shares; 2025Q4: 85,999 shares; 2026Q1: 90,465 shares 90,465 $6.18M 0.13% +4,466 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: 46,996 shares; 2024Q4: 45,748 shares; 2025Q1: 44,597 shares; 2025Q2: 45,840 shares; 2025Q3: 48,738 shares; 2025Q4: 47,508 shares; 2026Q1: 68,672 shares 68,672 $6.15M 0.13% +21,164 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,290 shares; 2024Q4: 46,285 shares; 2025Q1: 46,408 shares; 2025Q2: 46,679 shares; 2025Q3: 46,479 shares; 2025Q4: 46,636 shares; 2026Q1: 46,863 shares 46,863 $6.14M 0.13% +227 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: 236,417 shares; 2024Q4: 235,308 shares; 2025Q1: 235,730 shares; 2025Q2: 237,483 shares; 2025Q3: 239,406 shares; 2025Q4: 238,730 shares; 2026Q1: 237,826 shares 237,826 $6.1M 0.13% -904 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: 83,951 shares; 2024Q4: 85,197 shares; 2025Q1: 81,934 shares; 2025Q2: 70,369 shares; 2025Q3: 67,834 shares; 2025Q4: 60,588 shares; 2026Q1: 63,120 shares 63,120 $6.08M 0.13% +2,532 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: 7,086 shares; 2024Q4: 7,120 shares; 2025Q1: 4,234 shares; 2025Q2: 5,246 shares; 2025Q3: 7,068 shares; 2025Q4: 6,410 shares; 2026Q1: 27,465 shares 27,465 $6.01M 0.13% +21,055 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: 33,574 shares; 2024Q4: 48,073 shares; 2025Q1: 43,546 shares; 2025Q2: 44,790 shares; 2025Q3: 37,184 shares; 2025Q4: 38,696 shares; 2026Q1: 37,111 shares 37,111 $6M 0.13% -1,585 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: 108,061 shares; 2024Q4: 141,356 shares; 2025Q1: 153,715 shares; 2025Q2: 72,997 shares; 2025Q3: 140,044 shares; 2025Q4: 162,082 shares; 2026Q1: 67,465 shares 67,465 $5.95M 0.13% -94,617 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,120 shares; 2024Q4: 342,927 shares; 2025Q1: 383,219 shares; 2025Q2: 291,381 shares; 2025Q3: 306,755 shares; 2025Q4: 303,265 shares; 2026Q1: 128,675 shares 128,675 $5.94M 0.13% -174,590 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: 5,510 shares; 2024Q4: 5,448 shares; 2025Q1: 7,657 shares; 2025Q2: 8,313 shares; 2025Q3: 8,503 shares; 2025Q4: 7,776 shares; 2026Q1: 6,922 shares 6,922 $5.86M 0.13% -854 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,151 shares; 2025Q2: 56,544 shares; 2025Q3: 56,888 shares; 2025Q4: 55,284 shares; 2026Q1: 56,840 shares 56,840 $5.78M 0.12% +1,556 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.12% 0 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: 261,569 shares; 2024Q4: 266,292 shares; 2025Q1: 230,746 shares; 2025Q2: 231,744 shares; 2025Q3: 215,286 shares; 2025Q4: 230,329 shares; 2026Q1: 197,703 shares 197,703 $5.73M 0.12% -32,626 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,272 shares; 2025Q2: 47,351 shares; 2025Q3: 60,334 shares; 2025Q4: 61,377 shares; 2026Q1: 169,581 shares 169,581 $5.61M 0.12% +108,204 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: 10,068 shares; 2024Q4: 9,030 shares; 2025Q1: 20,709 shares; 2025Q2: 44,398 shares; 2025Q3: 39,463 shares; 2025Q4: 39,169 shares; 2026Q1: 98,775 shares 98,775 $5.61M 0.12% +59,606 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,728 shares; 2024Q4: 63,629 shares; 2025Q1: 77,781 shares; 2025Q2: 80,573 shares; 2025Q3: 95,108 shares; 2025Q4: 95,563 shares; 2026Q1: 143,555 shares 143,555 $5.59M 0.12% +47,992 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,259 shares; 2024Q4: 48,798 shares; 2025Q1: 43,712 shares; 2025Q2: 42,910 shares; 2025Q3: 40,254 shares; 2025Q4: 39,616 shares; 2026Q1: 39,488 shares 39,488 $5.58M 0.12% -128 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: 19,274 shares; 2024Q4: 19,721 shares; 2025Q1: 21,342 shares; 2025Q2: 33,889 shares; 2025Q3: 47,609 shares; 2025Q4: 49,939 shares; 2026Q1: 149,737 shares 149,737 $5.57M 0.12% +99,798 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,476 shares; 2024Q4: 76,251 shares; 2025Q1: 74,344 shares; 2025Q2: 80,259 shares; 2025Q3: 84,005 shares; 2025Q4: 84,013 shares; 2026Q1: 74,689 shares 74,689 $5.55M 0.12% -9,324 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: 31,566 shares; 2024Q4: 25,801 shares; 2025Q1: 38,063 shares; 2025Q2: 122,335 shares; 2025Q3: 138,922 shares; 2025Q4: 163,906 shares; 2026Q1: 99,574 shares 99,574 $5.43M 0.12% -64,332 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: 22,201 shares; 2024Q4: 27,143 shares; 2025Q1: 14,118 shares; 2025Q2: 16,212 shares; 2025Q3: 38,624 shares; 2025Q4: 49,363 shares; 2026Q1: 55,179 shares 55,179 $5.32M 0.11% +5,816 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: 103,640 shares; 2024Q4: 111,192 shares; 2025Q1: 121,068 shares; 2025Q2: 133,925 shares; 2025Q3: 139,735 shares; 2025Q4: 133,792 shares; 2026Q1: 78,817 shares 78,817 $5.32M 0.11% -54,975 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: 29,289 shares; 2024Q4: 38,956 shares; 2025Q1: 55,661 shares; 2025Q2: 72,736 shares; 2025Q3: 92,361 shares; 2025Q4: 94,294 shares; 2026Q1: 95,269 shares 95,269 $5.29M 0.11% +975 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: 11,741 shares; 2024Q4: 27,739 shares; 2025Q1: 62,712 shares; 2025Q2: 87,856 shares; 2025Q3: 129,450 shares; 2025Q4: 119,646 shares; 2026Q1: 141,109 shares 141,109 $5.25M 0.11% +21,463 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,889 shares; 2024Q4: 26,664 shares; 2025Q1: 26,315 shares; 2025Q2: 27,093 shares; 2025Q3: 27,045 shares; 2025Q4: 26,915 shares; 2026Q1: 28,449 shares 28,449 $5.24M 0.11% +1,534 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: 465,147 shares; 2024Q4: 313,490 shares; 2025Q1: 327,765 shares; 2025Q2: 369,692 shares; 2025Q3: 386,824 shares; 2025Q4: 339,852 shares; 2026Q1: 198,923 shares 198,923 $5.23M 0.11% -140,929 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: 27,266 shares; 2024Q4: 34,476 shares; 2025Q1: 53,900 shares; 2025Q2: 74,071 shares; 2025Q3: 31,364 shares; 2025Q4: 32,881 shares; 2026Q1: 33,600 shares 33,600 $5.22M 0.11% +719 Timeline DAPR 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: 151,775 shares; 2024Q4: 145,906 shares; 2025Q1: 140,583 shares; 2025Q2: 137,393 shares; 2025Q3: 136,993 shares; 2025Q4: 132,992 shares; 2026Q1: 129,176 shares 129,176 $5.14M 0.11% -3,816 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: 74,349 shares; 2024Q4: 69,613 shares; 2025Q1: 57,507 shares; 2025Q2: 61,809 shares; 2025Q3: 67,069 shares; 2025Q4: 68,506 shares; 2026Q1: 67,333 shares 67,333 $5.12M 0.11% -1,173 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,328 shares; 2024Q4: 130,354 shares; 2025Q1: 136,806 shares; 2025Q2: 138,278 shares; 2025Q3: 163,808 shares; 2025Q4: 173,847 shares; 2026Q1: 188,062 shares 188,062 $5.11M 0.11% +14,215 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 130,003 shares; 2026Q1: 131,503 shares 131,503 $5.07M 0.11% +1,500 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: 77,239 shares; 2024Q4: 81,538 shares; 2025Q1: 78,813 shares; 2025Q2: 77,393 shares; 2025Q3: 89,906 shares; 2025Q4: 97,239 shares; 2026Q1: 82,751 shares 82,751 $5.06M 0.11% -14,488 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,301 shares; 2025Q1: 17,321 shares; 2025Q2: 88,561 shares; 2025Q3: 92,424 shares; 2025Q4: 99,490 shares; 2026Q1: 44,516 shares 44,516 $4.99M 0.11% -54,974 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: 2,670 shares; 2024Q4: 2,701 shares; 2025Q1: 2,735 shares; 2025Q2: 3,196 shares; 2025Q3: 6,643 shares; 2025Q4: 6,755 shares; 2026Q1: 5,703 shares 5,703 $4.98M 0.11% -1,052 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: 20,085 shares; 2024Q4: 17,073 shares; 2025Q1: 14,084 shares; 2025Q2: 14,184 shares; 2025Q3: 14,961 shares; 2025Q4: 14,842 shares; 2026Q1: 15,997 shares 15,997 $4.97M 0.11% +1,155 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: 41,761 shares; 2024Q4: 23,652 shares; 2025Q1: 41,816 shares; 2025Q2: 44,050 shares; 2025Q3: 44,822 shares; 2025Q4: 97,670 shares; 2026Q1: 108,336 shares 108,336 $4.97M 0.11% +10,666 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,375 shares; 2024Q4: 37,179 shares; 2025Q1: 36,428 shares; 2025Q2: 36,915 shares; 2025Q3: 37,633 shares; 2025Q4: 37,418 shares; 2026Q1: 33,969 shares 33,969 $4.92M 0.11% -3,449 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,901 shares; 2024Q4: 55,930 shares; 2025Q1: 63,653 shares; 2025Q2: 91,277 shares; 2025Q3: 93,686 shares; 2025Q4: 92,056 shares; 2026Q1: 96,241 shares 96,241 $4.91M 0.11% +4,185 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: 167,502 shares; 2024Q4: 194,173 shares; 2025Q1: 141,190 shares; 2025Q2: 123,904 shares; 2025Q3: 116,494 shares; 2025Q4: 110,379 shares; 2026Q1: 110,860 shares 110,860 $4.89M 0.1% +481 Timeline SPMB 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: 255,817 shares; 2024Q4: 216,744 shares; 2025Q1: 201,663 shares; 2025Q2: 173,329 shares; 2025Q3: 171,937 shares; 2025Q4: 176,787 shares; 2026Q1: 217,259 shares 217,259 $4.86M 0.1% +40,472 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,807 shares; 2024Q4: 36,697 shares; 2025Q1: 153,423 shares; 2025Q2: 160,971 shares; 2025Q3: 158,587 shares; 2025Q4: 149,335 shares; 2026Q1: 152,155 shares 152,155 $4.82M 0.1% +2,820 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: 121,160 shares; 2024Q4: 124,213 shares; 2025Q1: 152,144 shares; 2025Q2: 165,888 shares; 2025Q3: 186,460 shares; 2025Q4: 177,651 shares; 2026Q1: 212,078 shares 212,078 $4.81M 0.1% +34,427 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: 90,902 shares; 2024Q4: 91,764 shares; 2025Q1: 90,544 shares; 2025Q2: 102,456 shares; 2025Q3: 99,548 shares; 2025Q4: 97,538 shares; 2026Q1: 98,061 shares 98,061 $4.78M 0.1% +523 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: 221,329 shares; 2024Q4: 203,574 shares; 2025Q1: 184,234 shares; 2025Q2: 191,976 shares; 2025Q3: 192,965 shares; 2025Q4: 191,925 shares; 2026Q1: 191,382 shares 191,382 $4.74M 0.1% -543 Timeline CWI 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: 46,032 shares; 2024Q4: 64,782 shares; 2025Q1: 75,433 shares; 2025Q2: 83,649 shares; 2025Q3: 89,036 shares; 2025Q4: 91,208 shares; 2026Q1: 128,980 shares 128,980 $4.72M 0.1% +37,772 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: 24,349 shares; 2024Q4: 24,756 shares; 2025Q1: 23,365 shares; 2025Q2: 22,875 shares; 2025Q3: 22,103 shares; 2025Q4: 22,125 shares; 2026Q1: 21,836 shares 21,836 $4.67M 0.1% -289 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: 20,835 shares; 2024Q4: 18,465 shares; 2025Q1: 16,732 shares; 2025Q2: 21,220 shares; 2025Q3: 17,728 shares; 2025Q4: 16,771 shares; 2026Q1: 17,238 shares 17,238 $4.66M 0.1% +467 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: 17,216 shares; 2024Q4: 15,334 shares; 2025Q1: 15,047 shares; 2025Q2: 16,092 shares; 2025Q3: 13,759 shares; 2025Q4: 13,612 shares; 2026Q1: 13,105 shares 13,105 $4.61M 0.1% -507 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 10,371 shares; 2025Q1: 39,658 shares; 2025Q2: 46,711 shares; 2025Q3: 96,254 shares; 2025Q4: 71,641 shares; 2026Q1: 77,933 shares 77,933 $4.6M 0.1% +6,292 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 27,273 shares; 2025Q1: 30,506 shares; 2025Q2: 31,856 shares; 2025Q3: 35,229 shares; 2025Q4: 36,254 shares; 2026Q1: 41,335 shares 41,335 $4.58M 0.1% +5,081 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 9,166 shares; 2025Q1: 8,285 shares; 2025Q2: 26,610 shares; 2025Q3: 27,984 shares; 2025Q4: 31,098 shares; 2026Q1: 33,042 shares 33,042 $4.57M 0.1% +1,944 Timeline CEF 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: 102,366 shares; 2024Q4: 83,501 shares; 2025Q1: 86,542 shares; 2025Q2: 88,298 shares; 2025Q3: 97,124 shares; 2025Q4: 159,901 shares; 2026Q1: 94,822 shares 94,822 $4.52M 0.1% -65,079 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,629 shares; 2025Q1: 9,233 shares; 2025Q2: 8,675 shares; 2025Q3: 9,482 shares; 2025Q4: 11,401 shares; 2026Q1: 12,612 shares 12,612 $4.51M 0.1% +1,211 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: 117,810 shares; 2024Q4: 119,520 shares; 2025Q1: 127,209 shares; 2025Q2: 125,976 shares; 2025Q3: 116,428 shares; 2025Q4: 115,487 shares; 2026Q1: 114,672 shares 114,672 $4.46M 0.1% -815 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,674 shares; 2025Q4: 96,290 shares; 2026Q1: 67,707 shares 67,707 $4.45M 0.1% -28,583 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 17,861 shares; 2025Q1: 21,012 shares; 2025Q2: 27,897 shares; 2025Q3: 28,687 shares; 2025Q4: 46,605 shares; 2026Q1: 56,172 shares 56,172 $4.45M 0.1% +9,567 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 7,083 shares; 2025Q1: 8,464 shares; 2025Q2: 9,168 shares; 2025Q3: 22,895 shares; 2025Q4: 22,541 shares; 2026Q1: 17,619 shares 17,619 $4.41M 0.09% -4,922 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: 22,372 shares; 2025Q1: 17,894 shares; 2025Q2: 21,202 shares; 2025Q3: 43,192 shares; 2025Q4: 44,793 shares; 2026Q1: 34,944 shares 34,944 $4.29M 0.09% -9,849 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: 56,423 shares; 2024Q4: 52,394 shares; 2025Q1: 51,552 shares; 2025Q2: 55,545 shares; 2025Q3: 57,589 shares; 2025Q4: 69,917 shares; 2026Q1: 69,934 shares 69,934 $4.29M 0.09% +17 Timeline FTHI 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: 188,113 shares; 2025Q4: 187,563 shares; 2026Q1: 186,574 shares 186,574 $4.28M 0.09% -989 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: 65,251 shares; 2024Q4: 46,784 shares; 2025Q1: 33,048 shares; 2025Q2: 36,172 shares; 2025Q3: 37,623 shares; 2025Q4: 34,945 shares; 2026Q1: 34,170 shares 34,170 $4.25M 0.09% -775 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: 50,810 shares; 2024Q4: 47,285 shares; 2025Q1: 47,029 shares; 2025Q2: 21,195 shares; 2025Q3: 16,427 shares; 2025Q4: 16,687 shares; 2026Q1: 39,922 shares 39,922 $4.23M 0.09% +23,235 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,089 shares; 2025Q1: 2,147 shares; 2025Q2: 2,165 shares; 2025Q3: 2,184 shares; 2025Q4: 2,197 shares; 2026Q1: 3,190 shares 3,190 $4.21M 0.09% +993 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,709 shares; 2024Q4: 195,565 shares; 2025Q1: 211,754 shares; 2025Q2: 219,695 shares; 2025Q3: 227,135 shares; 2025Q4: 214,505 shares; 2026Q1: 216,416 shares 216,416 $4.18M 0.09% +1,911 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,955 shares; 2024Q4: 94,097 shares; 2025Q1: 82,878 shares; 2025Q2: 82,964 shares; 2025Q3: 93,193 shares; 2025Q4: 90,714 shares; 2026Q1: 94,907 shares 94,907 $4.14M 0.09% +4,193 Timeline XJUN 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: 103,487 shares; 2024Q4: 101,185 shares; 2025Q1: 95,906 shares; 2025Q2: 97,724 shares; 2025Q3: 96,560 shares; 2025Q4: 96,400 shares; 2026Q1: 96,100 shares 96,100 $4.13M 0.09% -300 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: 33,282 shares; 2024Q4: 31,040 shares; 2025Q1: 33,760 shares; 2025Q2: 32,328 shares; 2025Q3: 34,135 shares; 2025Q4: 30,979 shares; 2026Q1: 31,887 shares 31,887 $4.11M 0.09% +908 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: 4,444 shares; 2024Q4: 5,114 shares; 2025Q1: 6,006 shares; 2025Q2: 6,448 shares; 2025Q3: 7,788 shares; 2025Q4: 9,727 shares; 2026Q1: 10,480 shares 10,480 $4.09M 0.09% +753 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: 17,026 shares; 2024Q4: 16,538 shares; 2025Q1: 15,933 shares; 2025Q2: 15,817 shares; 2025Q3: 16,501 shares; 2025Q4: 16,977 shares; 2026Q1: 16,715 shares 16,715 $4.06M 0.09% -262 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,821 shares; 2024Q4: 47,663 shares; 2025Q1: 41,781 shares; 2025Q2: 93,978 shares; 2025Q3: 107,303 shares; 2025Q4: 105,846 shares; 2026Q1: 36,472 shares 36,472 $4.04M 0.09% -69,374 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: 173,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,452 shares 43,452 $4.01M 0.09% new 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: 44,235 shares; 2024Q4: 44,725 shares; 2025Q1: 41,949 shares; 2025Q2: 43,461 shares; 2025Q3: 75,087 shares; 2025Q4: 78,657 shares; 2026Q1: 79,639 shares 79,639 $3.99M 0.09% +982 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,673 shares 80,673 $3.99M 0.09% new 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: 40,978 shares; 2024Q4: 46,168 shares; 2025Q1: 42,144 shares; 2025Q2: 42,112 shares; 2025Q3: 42,702 shares; 2025Q4: 43,552 shares; 2026Q1: 45,543 shares 45,543 $3.95M 0.08% +1,991 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,314 shares; 2024Q4: 132,976 shares; 2025Q1: 129,746 shares; 2025Q2: 140,738 shares; 2025Q3: 117,770 shares; 2025Q4: 95,680 shares; 2026Q1: 92,689 shares 92,689 $3.94M 0.08% -2,991 Timeline CSM 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: 55,389 shares; 2024Q4: 54,701 shares; 2025Q1: 53,117 shares; 2025Q2: 52,415 shares; 2025Q3: 52,338 shares; 2025Q4: 52,338 shares; 2026Q1: 52,338 shares 52,338 $3.92M 0.08% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,621 shares; 2025Q3: 229,900 shares; 2025Q4: 230,627 shares; 2026Q1: 233,266 shares 233,266 $3.91M 0.08% +2,639 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,276 shares; 2025Q2: 32,280 shares; 2025Q3: 46,054 shares; 2025Q4: 67,084 shares; 2026Q1: 87,745 shares 87,745 $3.83M 0.08% +20,661 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: 73,092 shares; 2024Q4: 37,422 shares; 2025Q1: 35,821 shares; 2025Q2: 38,431 shares; 2025Q3: 39,450 shares; 2025Q4: 40,330 shares; 2026Q1: 42,306 shares 42,306 $3.83M 0.08% +1,976 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,596 shares; 2024Q4: 13,510 shares; 2025Q1: 15,219 shares; 2025Q2: 16,498 shares; 2025Q3: 38,928 shares; 2025Q4: 42,245 shares; 2026Q1: 41,316 shares 41,316 $3.83M 0.08% -929 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 105,658 shares 105,658 $3.8M 0.08% +100,003 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,260 shares; 2025Q1: 12,081 shares; 2025Q2: 12,114 shares; 2025Q3: 12,350 shares; 2025Q4: 14,178 shares; 2026Q1: 14,739 shares 14,739 $3.79M 0.08% +561 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,829 shares; 2024Q4: 47,394 shares; 2025Q1: 43,481 shares; 2025Q2: 38,631 shares; 2025Q3: 33,597 shares; 2025Q4: 30,788 shares; 2026Q1: 30,313 shares 30,313 $3.79M 0.08% -475 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: 27,996 shares; 2024Q4: 27,691 shares; 2025Q1: 60,511 shares; 2025Q2: 57,338 shares; 2025Q3: 70,703 shares; 2025Q4: 74,197 shares; 2026Q1: 76,020 shares 76,020 $3.76M 0.08% +1,823 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,333 shares; 2025Q4: 19,940 shares; 2026Q1: 22,775 shares 22,775 $3.73M 0.08% +2,835 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,009 shares; 2024Q4: 35,298 shares; 2025Q1: 34,803 shares; 2025Q2: 34,509 shares; 2025Q3: 34,068 shares; 2025Q4: 34,089 shares; 2026Q1: 34,043 shares 34,043 $3.72M 0.08% -46 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,103 shares; 2025Q1: 5,914 shares; 2025Q2: 6,100 shares; 2025Q3: 6,499 shares; 2025Q4: 6,597 shares; 2026Q1: 10,816 shares 10,816 $3.7M 0.08% +4,219 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,542 shares; 2025Q4: 130,125 shares; 2026Q1: 135,467 shares 135,467 $3.69M 0.08% +5,342 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,927 shares; 2024Q4: 99,064 shares; 2025Q1: 92,092 shares; 2025Q2: 103,412 shares; 2025Q3: 107,120 shares; 2025Q4: 109,842 shares; 2026Q1: 109,667 shares 109,667 $3.68M 0.08% -175 Timeline RBUF 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: 45,437 shares; 2024Q4: 26,457 shares; 2025Q1: 29,468 shares; 2025Q2: 15,266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,523 shares 125,523 $3.68M 0.08% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 25,422 shares; 2025Q1: 27,070 shares; 2025Q2: 43,389 shares; 2025Q3: 41,560 shares; 2025Q4: 41,336 shares; 2026Q1: 40,039 shares 40,039 $3.66M 0.08% -1,297 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: 38,790 shares; 2024Q4: 37,903 shares; 2025Q1: 36,122 shares; 2025Q2: 36,187 shares; 2025Q3: 25,303 shares; 2025Q4: 23,174 shares; 2026Q1: 20,123 shares 20,123 $3.65M 0.08% -3,051 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: 17,772 shares; 2024Q4: 160,363 shares; 2025Q1: 17,900 shares; 2025Q2: 16,862 shares; 2025Q3: 32,105 shares; 2025Q4: 29,625 shares; 2026Q1: 72,791 shares 72,791 $3.63M 0.08% +43,166 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,538 shares; 2025Q2: 70,843 shares; 2025Q3: 80,212 shares; 2025Q4: 89,869 shares; 2026Q1: 99,892 shares 99,892 $3.62M 0.08% +10,023 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,444 shares; 2024Q4: 56,985 shares; 2025Q1: 57,392 shares; 2025Q2: 68,482 shares; 2025Q3: 69,549 shares; 2025Q4: 69,524 shares; 2026Q1: 69,375 shares 69,375 $3.61M 0.08% -149 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,641 shares; 2024Q4: 26,637 shares; 2025Q1: 27,467 shares; 2025Q2: 27,835 shares; 2025Q3: 28,040 shares; 2025Q4: 24,999 shares; 2026Q1: 27,433 shares 27,433 $3.59M 0.08% +2,434 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,271 shares; 2025Q1: 3,310 shares; 2025Q2: 3,017 shares; 2025Q3: 2,991 shares; 2025Q4: 3,360 shares; 2026Q1: 3,713 shares 3,713 $3.57M 0.08% +353 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,713 shares; 2024Q4: 45,992 shares; 2025Q1: 45,145 shares; 2025Q2: 48,393 shares; 2025Q3: 76,335 shares; 2025Q4: 78,075 shares; 2026Q1: 76,781 shares 76,781 $3.55M 0.08% -1,294 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,588 shares; 2024Q4: 28,442 shares; 2025Q1: 33,904 shares; 2025Q2: 35,091 shares; 2025Q3: 36,040 shares; 2025Q4: 38,206 shares; 2026Q1: 40,009 shares 40,009 $3.54M 0.08% +1,803 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: 61,486 shares; 2025Q2: 68,301 shares; 2025Q3: 71,675 shares; 2025Q4: 104,355 shares; 2026Q1: 100,397 shares 100,397 $3.49M 0.07% -3,958 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,596 shares; 2024Q4: 38,770 shares; 2025Q1: 37,846 shares; 2025Q2: 37,145 shares; 2025Q3: 38,223 shares; 2025Q4: 38,737 shares; 2026Q1: 36,501 shares 36,501 $3.47M 0.07% -2,236 Timeline IBUF 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: 16,051 shares; 2025Q3: 15,541 shares; 2025Q4: 15,529 shares; 2026Q1: 116,745 shares 116,745 $3.45M 0.07% +101,216 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: 43,604 shares; 2024Q4: 65,429 shares; 2025Q1: 78,181 shares; 2025Q2: 80,708 shares; 2025Q3: 84,133 shares; 2025Q4: 100,018 shares; 2026Q1: 86,392 shares 86,392 $3.41M 0.07% -13,626 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: 36,280 shares; 2024Q4: 34,975 shares; 2025Q1: 35,343 shares; 2025Q2: 29,926 shares; 2025Q3: 24,601 shares; 2025Q4: 27,366 shares; 2026Q1: 23,203 shares 23,203 $3.4M 0.07% -4,163 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,929 shares; 2025Q1: 12,474 shares; 2025Q2: 15,061 shares; 2025Q3: 21,518 shares; 2025Q4: 22,371 shares; 2026Q1: 10,614 shares 10,614 $3.38M 0.07% -11,757 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 41,116 shares; 2025Q1: 40,130 shares; 2025Q2: 37,567 shares; 2025Q3: 34,734 shares; 2025Q4: 60,897 shares; 2026Q1: 66,394 shares 66,394 $3.36M 0.07% +5,497 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: 12,248 shares; 2024Q4: 12,176 shares; 2025Q1: 11,079 shares; 2025Q2: 10,963 shares; 2025Q3: 11,678 shares; 2025Q4: 11,858 shares; 2026Q1: 11,847 shares 11,847 $3.36M 0.07% -11 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: 7,629 shares; 2024Q4: 14,869 shares; 2025Q1: 15,075 shares; 2025Q2: 15,450 shares; 2025Q3: 15,663 shares; 2025Q4: 15,871 shares; 2026Q1: 20,954 shares 20,954 $3.36M 0.07% +5,083 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,177 shares; 2025Q1: 2,217 shares; 2025Q2: 2,244 shares; 2025Q3: 2,226 shares; 2025Q4: 2,254 shares; 2026Q1: 2,278 shares 2,278 $3.35M 0.07% +24 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: 45,772 shares; 2024Q4: 57,772 shares; 2025Q1: 63,625 shares; 2025Q2: 63,131 shares; 2025Q3: 74,726 shares; 2025Q4: 84,524 shares; 2026Q1: 98,922 shares 98,922 $3.34M 0.07% +14,398 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,808 shares; 2024Q4: 47,051 shares; 2025Q1: 44,295 shares; 2025Q2: 44,321 shares; 2025Q3: 44,550 shares; 2025Q4: 85,381 shares; 2026Q1: 92,058 shares 92,058 $3.33M 0.07% +6,677 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,129 shares; 2026Q1: 95,942 shares 95,942 $3.32M 0.07% +17,813 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,886 shares; 2024Q4: 18,570 shares; 2025Q1: 25,811 shares; 2025Q2: 11,590 shares; 2025Q3: 12,750 shares; 2025Q4: 12,798 shares; 2026Q1: 121,886 shares 121,886 $3.32M 0.07% +109,088 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,211 shares; 2025Q2: 39,217 shares; 2025Q3: 54,116 shares; 2025Q4: 67,387 shares; 2026Q1: 66,506 shares 66,506 $3.28M 0.07% -881 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: 21,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,084 shares 118,084 $3.28M 0.07% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,531 shares; 2025Q1: 13,050 shares; 2025Q2: 13,220 shares; 2025Q3: 12,936 shares; 2025Q4: 12,722 shares; 2026Q1: 13,637 shares 13,637 $3.22M 0.07% +915 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: 52,747 shares; 2026Q1: 56,203 shares 56,203 $3.2M 0.07% +3,456 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,386 shares; 2024Q4: 31,392 shares; 2025Q1: 46,686 shares; 2025Q2: 62,058 shares; 2025Q3: 53,125 shares; 2025Q4: 47,855 shares; 2026Q1: 25,966 shares 25,966 $3.15M 0.07% -21,889 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: 71,076 shares; 2024Q4: 70,575 shares; 2025Q1: 69,105 shares; 2025Q2: 69,302 shares; 2025Q3: 68,249 shares; 2025Q4: 67,597 shares; 2026Q1: 66,229 shares 66,229 $3.14M 0.07% -1,368 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: 28,340 shares; 2024Q4: 32,783 shares; 2025Q1: 33,583 shares; 2025Q2: 34,981 shares; 2025Q3: 30,160 shares; 2025Q4: 29,547 shares; 2026Q1: 32,405 shares 32,405 $3.13M 0.07% +2,858 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 6,415 shares; 2025Q1: 7,091 shares; 2025Q2: 7,960 shares; 2025Q3: 8,501 shares; 2025Q4: 8,754 shares; 2026Q1: 8,760 shares 8,760 $3.12M 0.07% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,551 shares; 2024Q4: 16,852 shares; 2025Q1: 16,464 shares; 2025Q2: 17,258 shares; 2025Q3: 17,321 shares; 2025Q4: 17,256 shares; 2026Q1: 16,983 shares 16,983 $3.09M 0.07% -273 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 39,784 shares; 2025Q1: 42,360 shares; 2025Q2: 48,061 shares; 2025Q3: 52,361 shares; 2025Q4: 51,923 shares; 2026Q1: 50,927 shares 50,927 $3.08M 0.07% -996 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: 2,181 shares; 2024Q4: 3,464 shares; 2025Q1: 8,658 shares; 2025Q2: 8,691 shares; 2025Q3: 8,713 shares; 2025Q4: 6,606 shares; 2026Q1: 9,257 shares 9,257 $3.04M 0.07% +2,651 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,625 shares; 2024Q4: 51,408 shares; 2025Q1: 36,859 shares; 2025Q2: 32,788 shares; 2025Q3: 46,741 shares; 2025Q4: 58,732 shares; 2026Q1: 88,370 shares 88,370 $3.04M 0.07% +29,638 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: 9,064 shares; 2024Q4: 9,638 shares; 2025Q1: 8,566 shares; 2025Q2: 8,651 shares; 2025Q3: 8,358 shares; 2025Q4: 8,410 shares; 2026Q1: 8,826 shares 8,826 $3.03M 0.06% +416 Timeline EBUF 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: 45,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,769 shares; 2025Q4: 20,733 shares; 2026Q1: 102,273 shares 102,273 $3.02M 0.06% +81,540 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: 19,353 shares; 2024Q4: 17,098 shares; 2025Q1: 17,996 shares; 2025Q2: 19,491 shares; 2025Q3: 19,692 shares; 2025Q4: 19,523 shares; 2026Q1: 21,133 shares 21,133 $3.01M 0.06% +1,610 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: 23,078 shares; 2024Q4: 22,073 shares; 2025Q1: 18,156 shares; 2025Q2: 21,228 shares; 2025Q3: 22,978 shares; 2025Q4: 22,172 shares; 2026Q1: 21,407 shares 21,407 $2.98M 0.06% -765 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 30,925 shares; 2025Q1: 131,492 shares; 2025Q2: 243,861 shares; 2025Q3: 79,644 shares; 2025Q4: 28,906 shares; 2026Q1: 28,831 shares 28,831 $2.98M 0.06% -75 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,535 shares; 2025Q3: 34,963 shares; 2025Q4: 52,285 shares; 2026Q1: 64,938 shares 64,938 $2.98M 0.06% +12,653 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,397 shares; 2024Q4: 56,478 shares; 2025Q1: 58,622 shares; 2025Q2: 59,293 shares; 2025Q3: 59,625 shares; 2025Q4: 57,861 shares; 2026Q1: 59,370 shares 59,370 $2.97M 0.06% +1,509 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 10,750 shares; 2025Q1: 11,950 shares; 2025Q2: 13,629 shares; 2025Q3: 12,473 shares; 2025Q4: 11,406 shares; 2026Q1: 15,696 shares 15,696 $2.93M 0.06% +4,290 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: 21,544 shares; 2024Q4: 21,034 shares; 2025Q1: 19,344 shares; 2025Q2: 21,396 shares; 2025Q3: 20,497 shares; 2025Q4: 20,767 shares; 2026Q1: 22,209 shares 22,209 $2.91M 0.06% +1,442 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,381 shares; 2025Q1: 6,115 shares; 2025Q2: 5,819 shares; 2025Q3: 7,375 shares; 2025Q4: 11,091 shares; 2026Q1: 36,017 shares 36,017 $2.9M 0.06% +24,926 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 56,885 shares 56,885 $2.88M 0.06% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,208 shares; 2024Q4: 27,686 shares; 2025Q1: 21,499 shares; 2025Q2: 21,829 shares; 2025Q3: 20,797 shares; 2025Q4: 21,330 shares; 2026Q1: 67,975 shares 67,975 $2.88M 0.06% +46,645 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: 36,327 shares; 2024Q4: 23,032 shares; 2025Q1: 29,191 shares; 2025Q2: 38,568 shares; 2025Q3: 34,523 shares; 2025Q4: 35,381 shares; 2026Q1: 29,565 shares 29,565 $2.87M 0.06% -5,816 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: 20,852 shares; 2024Q4: 19,787 shares; 2025Q1: 19,703 shares; 2025Q2: 19,584 shares; 2025Q3: 17,300 shares; 2025Q4: 17,576 shares; 2026Q1: 17,933 shares 17,933 $2.86M 0.06% +357 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,687 shares; 2024Q4: 23,329 shares; 2025Q1: 23,086 shares; 2025Q2: 22,070 shares; 2025Q3: 20,421 shares; 2025Q4: 21,816 shares; 2026Q1: 24,130 shares 24,130 $2.86M 0.06% +2,314 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,556 shares 126,556 $2.86M 0.06% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 804 shares; 2025Q1: 975 shares; 2025Q2: 754 shares; 2025Q3: 5,383 shares; 2025Q4: 5,510 shares; 2026Q1: 5,200 shares 5,200 $2.85M 0.06% -310 Timeline CSHI 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: 8,286 shares; 2025Q1: 36,389 shares; 2025Q2: 50,710 shares; 2025Q3: 40,377 shares; 2025Q4: 42,799 shares; 2026Q1: 56,909 shares 56,909 $2.83M 0.06% +14,110 Timeline FDHY 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: not reported; 2026Q1: 58,309 shares 58,309 $2.83M 0.06% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 20,252 shares; 2025Q1: 20,153 shares; 2025Q2: 28,504 shares; 2025Q3: 26,843 shares; 2025Q4: 27,967 shares; 2026Q1: 25,701 shares 25,701 $2.83M 0.06% -2,266 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,755 shares; 2024Q4: 23,803 shares; 2025Q1: 23,808 shares; 2025Q2: 24,064 shares; 2025Q3: 26,877 shares; 2025Q4: 28,085 shares; 2026Q1: 30,376 shares 30,376 $2.82M 0.06% +2,291 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,188 shares; 2024Q4: 68,700 shares; 2025Q1: 78,095 shares; 2025Q2: 103,067 shares; 2025Q3: 104,836 shares; 2025Q4: 106,618 shares; 2026Q1: 106,724 shares 106,724 $2.8M 0.06% +106 Timeline HYS 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: not reported; 2026Q1: 30,037 shares 30,037 $2.8M 0.06% new Timeline ARKW 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: 31,586 shares; 2024Q4: 26,941 shares; 2025Q1: 26,437 shares; 2025Q2: 26,610 shares; 2025Q3: 23,322 shares; 2025Q4: 23,500 shares; 2026Q1: 23,109 shares 23,109 $2.79M 0.06% -391 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: 41,463 shares; 2024Q4: 44,157 shares; 2025Q1: 43,658 shares; 2025Q2: 40,140 shares; 2025Q3: 37,803 shares; 2025Q4: 32,198 shares; 2026Q1: 24,909 shares 24,909 $2.77M 0.06% -7,289 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,172 shares 52,172 $2.75M 0.06% new Timeline DNOV 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: 61,963 shares; 2024Q4: 61,747 shares; 2025Q1: 59,485 shares; 2025Q2: 57,669 shares; 2025Q3: 56,969 shares; 2025Q4: 57,254 shares; 2026Q1: 56,554 shares 56,554 $2.71M 0.06% -700 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: 13,739 shares; 2024Q4: 15,381 shares; 2025Q1: 12,954 shares; 2025Q2: 17,090 shares; 2025Q3: 18,930 shares; 2025Q4: 20,682 shares; 2026Q1: 20,120 shares 20,120 $2.66M 0.06% -562 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: 6,115 shares; 2024Q4: 6,030 shares; 2025Q1: 5,548 shares; 2025Q2: 6,053 shares; 2025Q3: 6,057 shares; 2025Q4: 5,833 shares; 2026Q1: 5,305 shares 5,305 $2.65M 0.06% -528 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,970 shares; 2025Q4: 36,126 shares; 2026Q1: 36,899 shares 36,899 $2.65M 0.06% +773 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: 77,598 shares; 2024Q4: 75,658 shares; 2025Q1: 82,901 shares; 2025Q2: 94,255 shares; 2025Q3: 94,783 shares; 2025Q4: 93,235 shares; 2026Q1: 87,136 shares 87,136 $2.64M 0.06% -6,099 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,780 shares; 2024Q4: 77,602 shares; 2025Q1: 76,957 shares; 2025Q2: 142,126 shares; 2025Q3: 141,787 shares; 2025Q4: 136,638 shares; 2026Q1: 137,531 shares 137,531 $2.64M 0.06% +893 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 6,147 shares; 2025Q4: 19,421 shares; 2026Q1: 37,225 shares 37,225 $2.64M 0.06% +17,804 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,607 shares; 2024Q4: 18,927 shares; 2025Q1: 33,013 shares; 2025Q2: 33,401 shares; 2025Q3: 35,340 shares; 2025Q4: 36,594 shares; 2026Q1: 35,093 shares 35,093 $2.64M 0.06% -1,501 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,652 shares; 2024Q4: 55,393 shares; 2025Q1: 68,897 shares; 2025Q2: 88,992 shares; 2025Q3: 108,882 shares; 2025Q4: 109,099 shares; 2026Q1: 43,415 shares 43,415 $2.63M 0.06% -65,684 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,552 shares; 2024Q4: 43,552 shares; 2025Q1: 43,567 shares; 2025Q2: 43,551 shares; 2025Q3: 43,558 shares; 2025Q4: 43,558 shares; 2026Q1: 43,558 shares 43,558 $2.63M 0.06% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,378 shares; 2025Q3: 2,681 shares; 2025Q4: 7,979 shares; 2026Q1: 5,514 shares 5,514 $2.62M 0.06% -2,465 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,835 shares; 2024Q4: 62,389 shares; 2025Q1: 70,738 shares; 2025Q2: 69,107 shares; 2025Q3: 68,265 shares; 2025Q4: 61,259 shares; 2026Q1: 58,604 shares 58,604 $2.61M 0.06% -2,655 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,442 shares; 2024Q4: 24,465 shares; 2025Q1: 24,106 shares; 2025Q2: 47,963 shares; 2025Q3: 22,975 shares; 2025Q4: 54,472 shares; 2026Q1: 70,961 shares 70,961 $2.61M 0.06% +16,489 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: 33,601 shares; 2024Q4: 35,360 shares; 2025Q1: 60,524 shares; 2025Q2: 52,006 shares; 2025Q3: 43,315 shares; 2025Q4: 34,044 shares; 2026Q1: 28,165 shares 28,165 $2.61M 0.06% -5,879 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,388 shares; 2024Q4: 10,813 shares; 2025Q1: 11,328 shares; 2025Q2: 12,460 shares; 2025Q3: 13,232 shares; 2025Q4: 13,602 shares; 2026Q1: 15,827 shares 15,827 $2.6M 0.06% +2,225 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,234 shares; 2025Q2: 28,341 shares; 2025Q3: 30,259 shares; 2025Q4: 30,175 shares; 2026Q1: 34,152 shares 34,152 $2.59M 0.06% +3,977 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: 31,544 shares; 2024Q4: 28,227 shares; 2025Q1: 37,849 shares; 2025Q2: 45,318 shares; 2025Q3: 47,590 shares; 2025Q4: 48,523 shares; 2026Q1: 69,457 shares 69,457 $2.55M 0.05% +20,934 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: 16,357 shares; 2024Q4: 17,000 shares; 2025Q1: 15,378 shares; 2025Q2: 15,609 shares; 2025Q3: 16,714 shares; 2025Q4: 45,050 shares; 2026Q1: 23,286 shares 23,286 $2.54M 0.05% -21,764 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,351 shares; 2024Q4: 38,097 shares; 2025Q1: 41,507 shares; 2025Q2: 51,995 shares; 2025Q3: 49,243 shares; 2025Q4: 48,210 shares; 2026Q1: 46,727 shares 46,727 $2.53M 0.05% -1,483 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,034 shares; 2024Q4: 43,864 shares; 2025Q1: 26,283 shares; 2025Q2: 21,371 shares; 2025Q3: 20,474 shares; 2025Q4: 22,566 shares; 2026Q1: 19,735 shares 19,735 $2.53M 0.05% -2,831 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: 15,511 shares; 2024Q4: 13,880 shares; 2025Q1: 12,065 shares; 2025Q2: 10,810 shares; 2025Q3: 12,183 shares; 2025Q4: 12,835 shares; 2026Q1: 12,966 shares 12,966 $2.52M 0.05% +131 Timeline IHDG 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: 52,766 shares; 2024Q4: 52,982 shares; 2025Q1: 53,013 shares; 2025Q2: 53,155 shares; 2025Q3: 52,613 shares; 2025Q4: 52,387 shares; 2026Q1: 52,229 shares 52,229 $2.51M 0.05% -158 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: 48,293 shares; 2024Q4: 48,152 shares; 2025Q1: 47,746 shares; 2025Q2: 41,197 shares; 2025Q3: 36,404 shares; 2025Q4: 27,410 shares; 2026Q1: 25,990 shares 25,990 $2.51M 0.05% -1,420 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 8,464 shares; 2025Q1: 8,120 shares; 2025Q2: 8,178 shares; 2025Q3: 9,013 shares; 2025Q4: 10,473 shares; 2026Q1: 11,063 shares 11,063 $2.5M 0.05% +590 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,553 shares; 2024Q4: 105,133 shares; 2025Q1: 106,967 shares; 2025Q2: 111,898 shares; 2025Q3: 113,609 shares; 2025Q4: 113,353 shares; 2026Q1: 116,382 shares 116,382 $2.48M 0.05% +3,029 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: 34,600 shares; 2025Q4: 35,547 shares; 2026Q1: 35,249 shares 35,249 $2.48M 0.05% -298 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 24,198 shares; 2025Q1: 22,624 shares; 2025Q2: 22,940 shares; 2025Q3: 29,742 shares; 2025Q4: 30,097 shares; 2026Q1: 30,728 shares 30,728 $2.45M 0.05% +631 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,129 shares; 2025Q4: 50,852 shares; 2026Q1: 37,452 shares 37,452 $2.44M 0.05% -13,400 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,737 shares; 2024Q4: 104,678 shares; 2025Q1: 110,813 shares; 2025Q2: 88,894 shares; 2025Q3: 57,595 shares; 2025Q4: 52,805 shares; 2026Q1: 51,848 shares 51,848 $2.44M 0.05% -957 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: 3,032 shares; 2024Q4: 2,947 shares; 2025Q1: 3,268 shares; 2025Q2: 3,101 shares; 2025Q3: 2,803 shares; 2025Q4: 2,811 shares; 2026Q1: 2,810 shares 2,810 $2.43M 0.05% -1 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: 4,513 shares; 2024Q4: 4,461 shares; 2025Q1: 4,964 shares; 2025Q2: 5,360 shares; 2025Q3: 5,827 shares; 2025Q4: 6,156 shares; 2026Q1: 6,577 shares 6,577 $2.42M 0.05% +421 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: 16,163 shares; 2024Q4: 17,581 shares; 2025Q1: 18,062 shares; 2025Q2: 18,467 shares; 2025Q3: 18,038 shares; 2025Q4: 18,071 shares; 2026Q1: 21,168 shares 21,168 $2.4M 0.05% +3,097 Timeline EALT 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: 63,645 shares; 2025Q1: 71,053 shares; 2025Q2: 109,546 shares; 2025Q3: 245,716 shares; 2025Q4: 258,872 shares; 2026Q1: 71,419 shares 71,419 $2.4M 0.05% -187,453 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,339 shares; 2025Q3: 43,580 shares; 2025Q4: 49,178 shares; 2026Q1: 36,847 shares 36,847 $2.37M 0.05% -12,331 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: 35,887 shares; 2024Q4: 36,835 shares; 2025Q1: 37,148 shares; 2025Q2: 36,728 shares; 2025Q3: 36,984 shares; 2025Q4: 37,208 shares; 2026Q1: 37,771 shares 37,771 $2.36M 0.05% +563 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,383 shares; 2024Q4: 55,323 shares; 2025Q1: 53,150 shares; 2025Q2: 49,508 shares; 2025Q3: 48,433 shares; 2025Q4: 47,672 shares; 2026Q1: 82,094 shares 82,094 $2.36M 0.05% +34,422 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,353 shares; 2024Q4: 34,072 shares; 2025Q1: 34,237 shares; 2025Q2: 33,502 shares; 2025Q3: 105,185 shares; 2025Q4: 103,861 shares; 2026Q1: 98,956 shares 98,956 $2.36M 0.05% -4,905 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: 4,529 shares; 2024Q4: 2,630 shares; 2025Q1: 3,179 shares; 2025Q2: 4,242 shares; 2025Q3: 4,073 shares; 2025Q4: 4,025 shares; 2026Q1: 4,169 shares 4,169 $2.35M 0.05% +144 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: 7,849 shares; 2024Q4: 8,259 shares; 2025Q1: 6,605 shares; 2025Q2: 7,409 shares; 2025Q3: 7,350 shares; 2025Q4: 7,710 shares; 2026Q1: 7,728 shares 7,728 $2.34M 0.05% +18 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: 100,735 shares; 2024Q4: 116,938 shares; 2025Q1: 135,676 shares; 2025Q2: 153,178 shares; 2025Q3: not reported; 2025Q4: 47,505 shares; 2026Q1: 85,305 shares 85,305 $2.28M 0.05% +37,800 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: 14,766 shares; 2024Q4: 14,759 shares; 2025Q1: 15,970 shares; 2025Q2: 16,360 shares; 2025Q3: 16,744 shares; 2025Q4: 16,590 shares; 2026Q1: 15,617 shares 15,617 $2.28M 0.05% -973 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 18,893 shares; 2025Q1: 21,983 shares; 2025Q2: 22,778 shares; 2025Q3: 27,900 shares; 2025Q4: 29,218 shares; 2026Q1: 33,363 shares 33,363 $2.27M 0.05% +4,145 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 12,962 shares; 2025Q1: 14,178 shares; 2025Q2: 15,264 shares; 2025Q3: 13,106 shares; 2025Q4: 13,286 shares; 2026Q1: 13,349 shares 13,349 $2.26M 0.05% +63 Timeline PAUG 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: 13,287 shares; 2024Q4: 13,286 shares; 2025Q1: 13,209 shares; 2025Q2: 13,209 shares; 2025Q3: 57,701 shares; 2025Q4: 47,663 shares; 2026Q1: 52,715 shares 52,715 $2.25M 0.05% +5,052 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: 10,927 shares; 2024Q4: 10,801 shares; 2025Q1: 10,922 shares; 2025Q2: 11,670 shares; 2025Q3: 10,689 shares; 2025Q4: 10,832 shares; 2026Q1: 9,712 shares 9,712 $2.23M 0.05% -1,120 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: 21,412 shares; 2024Q4: 21,776 shares; 2025Q1: 20,201 shares; 2025Q2: 22,597 shares; 2025Q3: 21,304 shares; 2025Q4: 21,045 shares; 2026Q1: 22,900 shares 22,900 $2.23M 0.05% +1,855 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 9,777 shares; 2025Q1: 9,091 shares; 2025Q2: 9,131 shares; 2025Q3: 9,111 shares; 2025Q4: 9,123 shares; 2026Q1: 9,094 shares 9,094 $2.22M 0.05% -29 Timeline ZJAN 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: 37,060 shares; 2025Q2: 37,060 shares; 2025Q3: 52,628 shares; 2025Q4: 44,992 shares; 2026Q1: 81,116 shares 81,116 $2.21M 0.05% +36,124 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,188 shares; 2024Q4: 53,781 shares; 2025Q1: 56,268 shares; 2025Q2: 55,120 shares; 2025Q3: 49,144 shares; 2025Q4: 50,985 shares; 2026Q1: 51,493 shares 51,493 $2.21M 0.05% +508 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,981 shares; 2024Q4: 18,312 shares; 2025Q1: 18,668 shares; 2025Q2: 19,779 shares; 2025Q3: 24,300 shares; 2025Q4: 22,332 shares; 2026Q1: 20,387 shares 20,387 $2.21M 0.05% -1,945 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,804 shares; 2025Q1: 16,872 shares; 2025Q2: 17,574 shares; 2025Q3: 21,692 shares; 2025Q4: 21,150 shares; 2026Q1: 20,721 shares 20,721 $2.21M 0.05% -429 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: 23,205 shares; 2024Q4: 18,750 shares; 2025Q1: 17,348 shares; 2025Q2: 18,244 shares; 2025Q3: 18,631 shares; 2025Q4: 18,572 shares; 2026Q1: 22,235 shares 22,235 $2.17M 0.05% +3,663 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: 3,014 shares; 2024Q4: 2,878 shares; 2025Q1: 3,893 shares; 2025Q2: 2,794 shares; 2025Q3: 9,810 shares; 2025Q4: 9,273 shares; 2026Q1: 12,394 shares 12,394 $2.16M 0.05% +3,121 Timeline DFAE 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: 33,626 shares; 2024Q4: 39,221 shares; 2025Q1: 52,525 shares; 2025Q2: 55,527 shares; 2025Q3: 56,939 shares; 2025Q4: 58,351 shares; 2026Q1: 63,914 shares 63,914 $2.16M 0.05% +5,563 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: 9,072 shares; 2024Q4: 9,575 shares; 2025Q1: 8,569 shares; 2025Q2: 8,700 shares; 2025Q3: 8,826 shares; 2025Q4: 9,204 shares; 2026Q1: 8,691 shares 8,691 $2.16M 0.05% -513 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,911 shares; 2024Q4: 23,729 shares; 2025Q1: 31,293 shares; 2025Q2: 31,293 shares; 2025Q3: 31,339 shares; 2025Q4: 44,931 shares; 2026Q1: 44,967 shares 44,967 $2.14M 0.05% +36 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: 9,643 shares; 2024Q4: 6,766 shares; 2025Q1: 7,795 shares; 2025Q2: 8,327 shares; 2025Q3: 8,674 shares; 2025Q4: 8,775 shares; 2026Q1: 8,592 shares 8,592 $2.12M 0.05% -183 Timeline TMFC 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: 17,662 shares; 2024Q4: 19,103 shares; 2025Q1: 23,051 shares; 2025Q2: 33,436 shares; 2025Q3: 29,697 shares; 2025Q4: 30,572 shares; 2026Q1: 32,156 shares 32,156 $2.12M 0.05% +1,584 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: 1,186 shares; 2024Q4: 1,433 shares; 2025Q1: 1,442 shares; 2025Q2: 2,268 shares; 2025Q3: 2,897 shares; 2025Q4: 3,058 shares; 2026Q1: 7,570 shares 7,570 $2.11M 0.05% +4,512 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: 30,364 shares; 2024Q4: 30,364 shares; 2025Q1: 43,296 shares; 2025Q2: 42,696 shares; 2025Q3: 42,696 shares; 2025Q4: 42,471 shares; 2026Q1: 44,471 shares 44,471 $2.11M 0.05% +2,000 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: 10,478 shares; 2025Q1: 9,778 shares; 2025Q2: 10,189 shares; 2025Q3: 11,501 shares; 2025Q4: 14,495 shares; 2026Q1: 9,777 shares 9,777 $2.09M 0.04% -4,718 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 3,784 shares; 2025Q1: 4,134 shares; 2025Q2: 3,774 shares; 2025Q3: 3,264 shares; 2025Q4: 3,014 shares; 2026Q1: 3,028 shares 3,028 $2.07M 0.04% +14 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: 5,176 shares; 2024Q4: 5,179 shares; 2025Q1: 9,252 shares; 2025Q2: 13,584 shares; 2025Q3: 13,783 shares; 2025Q4: 11,817 shares; 2026Q1: 18,832 shares 18,832 $2.06M 0.04% +7,015 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,348 shares; 2024Q4: 160,751 shares; 2025Q1: 155,684 shares; 2025Q2: 151,787 shares; 2025Q3: 162,769 shares; 2025Q4: 177,633 shares; 2026Q1: 178,542 shares 178,542 $2.05M 0.04% +909 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,506 shares; 2024Q4: 85,588 shares; 2025Q1: 105,562 shares; 2025Q2: 104,152 shares; 2025Q3: 99,465 shares; 2025Q4: 97,553 shares; 2026Q1: 109,446 shares 109,446 $2.05M 0.04% +11,893 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,293 shares; 2024Q4: 25,261 shares; 2025Q1: 24,146 shares; 2025Q2: 25,255 shares; 2025Q3: 24,666 shares; 2025Q4: 23,028 shares; 2026Q1: 21,665 shares 21,665 $2.05M 0.04% -1,363 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 7,829 shares; 2025Q1: 7,771 shares; 2025Q2: 8,685 shares; 2025Q3: 6,895 shares; 2025Q4: 6,916 shares; 2026Q1: 7,221 shares 7,221 $2.05M 0.04% +305 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,819 shares; 2025Q3: 9,072 shares; 2025Q4: 9,543 shares; 2026Q1: 9,871 shares 9,871 $2.04M 0.04% +328 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,989 shares; 2025Q3: 24,867 shares; 2025Q4: 51,471 shares; 2026Q1: 45,625 shares 45,625 $2.03M 0.04% -5,846 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: 1,650 shares; 2024Q4: 2,071 shares; 2025Q1: 2,210 shares; 2025Q2: 2,977 shares; 2025Q3: 6,245 shares; 2025Q4: 6,301 shares; 2026Q1: 6,210 shares 6,210 $2.02M 0.04% -91 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: 15,639 shares; 2024Q4: 16,340 shares; 2025Q1: 16,980 shares; 2025Q2: 17,196 shares; 2025Q3: 16,945 shares; 2025Q4: 17,404 shares; 2026Q1: 18,375 shares 18,375 $2.02M 0.04% +971 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,125 shares; 2024Q4: 178,125 shares; 2025Q1: 156,981 shares; 2025Q2: 162,822 shares; 2025Q3: 164,822 shares; 2025Q4: 139,822 shares; 2026Q1: 139,827 shares 139,827 $2.01M 0.04% +5 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,575 shares; 2025Q2: 9,447 shares; 2025Q3: 8,638 shares; 2025Q4: 26,653 shares; 2026Q1: 45,907 shares 45,907 $1.99M 0.04% +19,254 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: 25,723 shares; 2024Q4: 22,269 shares; 2025Q1: 21,298 shares; 2025Q2: 17,974 shares; 2025Q3: 18,859 shares; 2025Q4: 20,115 shares; 2026Q1: 18,737 shares 18,737 $1.99M 0.04% -1,378 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 13,842 shares; 2025Q4: 16,556 shares; 2026Q1: 67,588 shares 67,588 $1.98M 0.04% +51,032 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: 24,093 shares; 2024Q4: 19,127 shares; 2025Q1: 18,741 shares; 2025Q2: 18,417 shares; 2025Q3: 17,499 shares; 2025Q4: 16,216 shares; 2026Q1: 17,981 shares 17,981 $1.98M 0.04% +1,765 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,766 shares; 2024Q4: 41,545 shares; 2025Q1: 53,950 shares; 2025Q2: 52,669 shares; 2025Q3: 22,016 shares; 2025Q4: 20,953 shares; 2026Q1: 22,000 shares 22,000 $1.98M 0.04% +1,047 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,441 shares; 2025Q2: 19,897 shares; 2025Q3: 20,720 shares; 2025Q4: 22,400 shares; 2026Q1: 20,224 shares 20,224 $1.98M 0.04% -2,176 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 15,690 shares; 2025Q1: 17,344 shares; 2025Q2: 16,201 shares; 2025Q3: 16,456 shares; 2025Q4: 16,139 shares; 2026Q1: 16,959 shares 16,959 $1.95M 0.04% +820 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 20,043 shares; 2025Q1: 20,541 shares; 2025Q2: 20,858 shares; 2025Q3: 21,585 shares; 2025Q4: 21,088 shares; 2026Q1: 20,938 shares 20,938 $1.94M 0.04% -150 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: 61,759 shares; 2024Q4: 64,650 shares; 2025Q1: 65,150 shares; 2025Q2: 73,004 shares; 2025Q3: 75,827 shares; 2025Q4: 74,187 shares; 2026Q1: 64,405 shares 64,405 $1.94M 0.04% -9,782 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 12,972 shares; 2025Q1: 8,178 shares; 2025Q2: 8,270 shares; 2025Q3: 8,454 shares; 2025Q4: 7,861 shares; 2026Q1: 7,977 shares 7,977 $1.94M 0.04% +116 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 9,154 shares; 2025Q1: 8,382 shares; 2025Q2: 8,390 shares; 2025Q3: 18,583 shares; 2025Q4: 15,391 shares; 2026Q1: 36,713 shares 36,713 $1.93M 0.04% +21,322 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,236 shares; 2025Q1: 7,539 shares; 2025Q2: 7,519 shares; 2025Q3: 7,522 shares; 2025Q4: 7,408 shares; 2026Q1: 7,449 shares 7,449 $1.9M 0.04% +41 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 21,563 shares; 2025Q1: 20,232 shares; 2025Q2: 19,435 shares; 2025Q3: 16,962 shares; 2025Q4: 16,915 shares; 2026Q1: 16,147 shares 16,147 $1.9M 0.04% -768 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,036 shares; 2024Q4: 17,011 shares; 2025Q1: 17,514 shares; 2025Q2: 17,514 shares; 2025Q3: 50,199 shares; 2025Q4: 54,765 shares; 2026Q1: 26,049 shares 26,049 $1.87M 0.04% -28,716 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: 22,504 shares; 2024Q4: 19,509 shares; 2025Q1: 50,028 shares; 2025Q2: 49,084 shares; 2025Q3: 55,188 shares; 2025Q4: 53,484 shares; 2026Q1: 20,323 shares 20,323 $1.87M 0.04% -33,161 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: 20,303 shares; 2024Q4: 18,604 shares; 2025Q1: 23,880 shares; 2025Q2: 18,814 shares; 2025Q3: 18,694 shares; 2025Q4: 18,462 shares; 2026Q1: 22,724 shares 22,724 $1.86M 0.04% +4,262 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,949 shares; 2026Q1: 79,305 shares 79,305 $1.85M 0.04% +24,356 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 7,028 shares; 2025Q1: 9,417 shares; 2025Q2: 9,837 shares; 2025Q3: 8,895 shares; 2025Q4: 8,962 shares; 2026Q1: 8,457 shares 8,457 $1.84M 0.04% -505 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: 25,472 shares; 2024Q4: 249,801 shares; 2025Q1: 230,424 shares; 2025Q2: 262,224 shares; 2025Q3: 33,816 shares; 2025Q4: 37,111 shares; 2026Q1: 36,048 shares 36,048 $1.84M 0.04% -1,063 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,045 shares; 2025Q1: 3,504 shares; 2025Q2: 2,684 shares; 2025Q3: 2,818 shares; 2025Q4: 2,802 shares; 2026Q1: 9,279 shares 9,279 $1.83M 0.04% +6,477 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,269 shares; 2025Q1: 2,513 shares; 2025Q2: 18,037 shares; 2025Q3: 16,478 shares; 2025Q4: 16,090 shares; 2026Q1: 15,816 shares 15,816 $1.83M 0.04% -274 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: 2,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,797 shares; 2026Q1: 19,061 shares 19,061 $1.82M 0.04% +5,264 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: 13,715 shares; 2025Q1: not reported; 2025Q2: 36,023 shares; 2025Q3: 38,173 shares; 2025Q4: 41,471 shares; 2026Q1: 45,004 shares 45,004 $1.82M 0.04% +3,533 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,560 shares; 2024Q4: 22,368 shares; 2025Q1: 24,414 shares; 2025Q2: 24,872 shares; 2025Q3: 26,139 shares; 2025Q4: 26,976 shares; 2026Q1: 28,071 shares 28,071 $1.81M 0.04% +1,095 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,194 shares; 2024Q4: 61,026 shares; 2025Q1: 61,454 shares; 2025Q2: 64,369 shares; 2025Q3: 68,313 shares; 2025Q4: 66,429 shares; 2026Q1: 67,468 shares 67,468 $1.8M 0.04% +1,039 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: 115,388 shares; 2024Q4: 121,534 shares; 2025Q1: 102,366 shares; 2025Q2: 96,551 shares; 2025Q3: 25,822 shares; 2025Q4: 18,191 shares; 2026Q1: 20,610 shares 20,610 $1.79M 0.04% +2,419 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,343 shares; 2024Q4: 7,153 shares; 2025Q1: 7,938 shares; 2025Q2: 9,012 shares; 2025Q3: 9,310 shares; 2025Q4: 9,918 shares; 2026Q1: 8,781 shares 8,781 $1.78M 0.04% -1,137 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,492 shares; 2025Q2: 92,078 shares; 2025Q3: 103,616 shares; 2025Q4: 105,634 shares; 2026Q1: 123,100 shares 123,100 $1.78M 0.04% +17,466 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: 17,680 shares; 2024Q4: 16,919 shares; 2025Q1: 16,298 shares; 2025Q2: 15,545 shares; 2025Q3: 14,431 shares; 2025Q4: 14,083 shares; 2026Q1: 13,944 shares 13,944 $1.78M 0.04% -139 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,336 shares; 2024Q4: 37,509 shares; 2025Q1: 29,831 shares; 2025Q2: 32,953 shares; 2025Q3: 34,613 shares; 2025Q4: 34,739 shares; 2026Q1: 35,565 shares 35,565 $1.78M 0.04% +826 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: 3,451 shares; 2025Q3: 26,480 shares; 2025Q4: 25,941 shares; 2026Q1: 16,375 shares 16,375 $1.78M 0.04% -9,566 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 6,331 shares; 2025Q1: 6,436 shares; 2025Q2: 5,771 shares; 2025Q3: 5,529 shares; 2025Q4: 5,382 shares; 2026Q1: 5,383 shares 5,383 $1.77M 0.04% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,045 shares; 2025Q1: 9,192 shares; 2025Q2: 10,700 shares; 2025Q3: 11,422 shares; 2025Q4: 13,235 shares; 2026Q1: 13,418 shares 13,418 $1.76M 0.04% +183 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,710 shares; 2026Q1: 104,985 shares 104,985 $1.74M 0.04% -12,725 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,715 shares; 2025Q4: 6,654 shares; 2026Q1: 6,542 shares 6,542 $1.74M 0.04% -112 Timeline FMHI 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: 31,593 shares; 2024Q4: 32,123 shares; 2025Q1: 33,470 shares; 2025Q2: 34,174 shares; 2025Q3: 37,521 shares; 2025Q4: 36,599 shares; 2026Q1: 36,511 shares 36,511 $1.74M 0.04% -88 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,411 shares; 2024Q4: 57,838 shares; 2025Q1: 73,679 shares; 2025Q2: 77,505 shares; 2025Q3: 77,394 shares; 2025Q4: 77,165 shares; 2026Q1: 77,889 shares 77,889 $1.73M 0.04% +724 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,288 shares; 2025Q1: 9,409 shares; 2025Q2: 9,004 shares; 2025Q3: 9,623 shares; 2025Q4: 9,418 shares; 2026Q1: 9,100 shares 9,100 $1.73M 0.04% -318 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,380 shares; 2024Q4: 36,483 shares; 2025Q1: 43,319 shares; 2025Q2: 45,456 shares; 2025Q3: 38,614 shares; 2025Q4: 39,951 shares; 2026Q1: 37,447 shares 37,447 $1.72M 0.04% -2,504 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,175 shares; 2024Q4: 31,127 shares; 2025Q1: 27,786 shares; 2025Q2: 22,311 shares; 2025Q3: 31,627 shares; 2025Q4: 32,507 shares; 2026Q1: 34,462 shares 34,462 $1.72M 0.04% +1,955 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,339 shares; 2025Q4: 38,390 shares; 2026Q1: 20,687 shares 20,687 $1.71M 0.04% -17,703 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 3,494 shares; 2026Q1: 17,644 shares 17,644 $1.71M 0.04% +14,150 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS 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: 1,239 shares 1,239 $1.71M 0.04% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 821 shares; 2025Q1: 874 shares; 2025Q2: 956 shares; 2025Q3: 967 shares; 2025Q4: 941 shares; 2026Q1: 987 shares 987 $1.71M 0.04% +46 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,529 shares; 2024Q4: 19,111 shares; 2025Q1: 19,850 shares; 2025Q2: 25,247 shares; 2025Q3: 36,263 shares; 2025Q4: 36,490 shares; 2026Q1: 33,558 shares 33,558 $1.71M 0.04% -2,932 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,440 shares; 2024Q4: 46,440 shares; 2025Q1: 14,212 shares; 2025Q2: not reported; 2025Q3: 34,799 shares; 2025Q4: 40,352 shares; 2026Q1: 37,543 shares 37,543 $1.69M 0.04% -2,809 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: 16,666 shares; 2024Q4: 14,053 shares; 2025Q1: 14,934 shares; 2025Q2: 16,405 shares; 2025Q3: 14,384 shares; 2025Q4: 13,813 shares; 2026Q1: 12,456 shares 12,456 $1.69M 0.04% -1,357 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: 22,231 shares; 2024Q4: 21,222 shares; 2025Q1: 21,730 shares; 2025Q2: 16,669 shares; 2025Q3: 18,576 shares; 2025Q4: 18,791 shares; 2026Q1: 16,410 shares 16,410 $1.68M 0.04% -2,381 Timeline SCHQ 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: 48,633 shares; 2024Q4: 51,501 shares; 2025Q1: 57,379 shares; 2025Q2: 58,344 shares; 2025Q3: 61,117 shares; 2025Q4: 59,673 shares; 2026Q1: 53,398 shares 53,398 $1.68M 0.04% -6,275 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,206 shares; 2024Q4: 18,595 shares; 2025Q1: 17,456 shares; 2025Q2: 17,486 shares; 2025Q3: 20,181 shares; 2025Q4: 20,516 shares; 2026Q1: 20,831 shares 20,831 $1.68M 0.04% +315 Timeline FXU 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: 25,557 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,829 shares 33,829 $1.68M 0.04% new Timeline PAPR 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: 14,124 shares; 2024Q4: 14,124 shares; 2025Q1: 12,904 shares; 2025Q2: 13,892 shares; 2025Q3: 46,105 shares; 2025Q4: 44,653 shares; 2026Q1: 42,101 shares 42,101 $1.68M 0.04% -2,552 Timeline DFSV 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: 35,003 shares; 2024Q4: 40,049 shares; 2025Q1: 43,448 shares; 2025Q2: 45,859 shares; 2025Q3: 45,248 shares; 2025Q4: 46,015 shares; 2026Q1: 47,504 shares 47,504 $1.66M 0.04% +1,489 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,065 shares; 2025Q4: 8,158 shares; 2026Q1: 52,688 shares 52,688 $1.66M 0.04% +44,530 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,951 shares; 2025Q2: 29,778 shares; 2025Q3: 33,104 shares; 2025Q4: 33,868 shares; 2026Q1: 33,827 shares 33,827 $1.66M 0.04% -41 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: 8,268 shares; 2024Q4: 11,587 shares; 2025Q1: 15,442 shares; 2025Q2: 14,319 shares; 2025Q3: 14,432 shares; 2025Q4: 14,192 shares; 2026Q1: 16,452 shares 16,452 $1.65M 0.04% +2,260 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: 3,950 shares; 2024Q4: 2,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares; 2025Q4: 10,616 shares; 2026Q1: 5,831 shares 5,831 $1.64M 0.04% -4,785 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 23,221 shares; 2025Q1: 21,995 shares; 2025Q2: 22,275 shares; 2025Q3: 22,420 shares; 2025Q4: 22,765 shares; 2026Q1: 26,424 shares 26,424 $1.64M 0.04% +3,659 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,279 shares; 2024Q4: 59,609 shares; 2025Q1: 58,462 shares; 2025Q2: 43,589 shares; 2025Q3: 38,085 shares; 2025Q4: 33,138 shares; 2026Q1: 39,855 shares 39,855 $1.63M 0.03% +6,717 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: not reported; 2025Q1: 23,766 shares; 2025Q2: 28,495 shares; 2025Q3: 31,450 shares; 2025Q4: 36,530 shares; 2026Q1: 44,975 shares 44,975 $1.61M 0.03% +8,445 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: 10,911 shares; 2024Q4: 10,981 shares; 2025Q1: 15,661 shares; 2025Q2: 15,646 shares; 2025Q3: 15,386 shares; 2025Q4: 15,386 shares; 2026Q1: 31,901 shares 31,901 $1.61M 0.03% +16,515 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: 65,677 shares; 2024Q4: 64,354 shares; 2025Q1: 71,311 shares; 2025Q2: 76,320 shares; 2025Q3: 77,478 shares; 2025Q4: 79,786 shares; 2026Q1: 93,542 shares 93,542 $1.6M 0.03% +13,756 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 14,879 shares; 2025Q1: 16,439 shares; 2025Q2: 16,570 shares; 2025Q3: 36,010 shares; 2025Q4: 36,540 shares; 2026Q1: 40,841 shares 40,841 $1.6M 0.03% +4,301 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,976 shares; 2025Q1: 9,209 shares; 2025Q2: 8,991 shares; 2025Q3: 9,637 shares; 2025Q4: 22,965 shares; 2026Q1: 21,243 shares 21,243 $1.6M 0.03% -1,722 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,491 shares; 2025Q1: 2,413 shares; 2025Q2: 3,266 shares; 2025Q3: 2,815 shares; 2025Q4: 2,751 shares; 2026Q1: 3,250 shares 3,250 $1.6M 0.03% +499 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,752 shares; 2024Q4: 68,391 shares; 2025Q1: 106,106 shares; 2025Q2: 99,066 shares; 2025Q3: 96,786 shares; 2025Q4: 167,820 shares; 2026Q1: 161,020 shares 161,020 $1.59M 0.03% -6,800 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,727 shares 38,727 $1.59M 0.03% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,213 shares; 2024Q4: 65,724 shares; 2025Q1: 65,779 shares; 2025Q2: 65,705 shares; 2025Q3: 33,244 shares; 2025Q4: 35,452 shares; 2026Q1: 25,228 shares 25,228 $1.58M 0.03% -10,224 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 27,375 shares; 2026Q1: 69,445 shares 69,445 $1.57M 0.03% +42,070 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,223 shares; 2025Q1: 3,084 shares; 2025Q2: 3,275 shares; 2025Q3: 3,822 shares; 2025Q4: 3,476 shares; 2026Q1: 3,509 shares 3,509 $1.57M 0.03% +33 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: not reported; 2025Q1: 4,778 shares; 2025Q2: 7,535 shares; 2025Q3: 7,543 shares; 2025Q4: 7,544 shares; 2026Q1: 7,544 shares 7,544 $1.55M 0.03% 0 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: 21,056 shares; 2024Q4: 21,951 shares; 2025Q1: 22,527 shares; 2025Q2: 23,597 shares; 2025Q3: 24,099 shares; 2025Q4: 23,837 shares; 2026Q1: 23,859 shares 23,859 $1.55M 0.03% +22 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 22,994 shares; 2025Q1: 23,856 shares; 2025Q2: 23,671 shares; 2025Q3: 22,356 shares; 2025Q4: 21,720 shares; 2026Q1: 21,213 shares 21,213 $1.54M 0.03% -507 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 22,685 shares; 2025Q1: 27,060 shares; 2025Q2: 26,867 shares; 2025Q3: 27,781 shares; 2025Q4: 27,854 shares; 2026Q1: 29,119 shares 29,119 $1.53M 0.03% +1,265 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 7,750 shares; 2025Q3: 8,147 shares; 2025Q4: 8,001 shares; 2026Q1: 8,675 shares 8,675 $1.53M 0.03% +674 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 10,446 shares; 2025Q1: 10,182 shares; 2025Q2: 10,106 shares; 2025Q3: 10,099 shares; 2025Q4: 10,569 shares; 2026Q1: 9,950 shares 9,950 $1.52M 0.03% -619 Timeline DMAR 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: 33,660 shares; 2024Q4: 30,048 shares; 2025Q1: 36,512 shares; 2025Q2: 36,112 shares; 2025Q3: 36,112 shares; 2025Q4: 36,112 shares; 2026Q1: 35,530 shares 35,530 $1.51M 0.03% -582 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 26,008 shares; 2025Q1: 26,008 shares; 2025Q2: 26,008 shares; 2025Q3: 26,212 shares; 2025Q4: 26,177 shares; 2026Q1: 26,865 shares 26,865 $1.5M 0.03% +688 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,894 shares; 2024Q4: 123,623 shares; 2025Q1: 124,445 shares; 2025Q2: 111,956 shares; 2025Q3: 108,308 shares; 2025Q4: 109,361 shares; 2026Q1: 109,492 shares 109,492 $1.5M 0.03% +131 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 94,861 shares; 2025Q4: 94,861 shares; 2026Q1: 101,099 shares 101,099 $1.49M 0.03% +6,238 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,202 shares; 2024Q4: 51,910 shares; 2025Q1: 51,967 shares; 2025Q2: 51,993 shares; 2025Q3: 68,704 shares; 2025Q4: 68,608 shares; 2026Q1: 51,442 shares 51,442 $1.48M 0.03% -17,166 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,177 shares; 2025Q1: 2,552 shares; 2025Q2: 2,907 shares; 2025Q3: 4,411 shares; 2025Q4: 4,381 shares; 2026Q1: 8,880 shares 8,880 $1.47M 0.03% +4,499 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,569 shares; 2024Q4: 368,090 shares; 2025Q1: 337,040 shares; 2025Q2: 332,300 shares; 2025Q3: 315,400 shares; 2025Q4: 264,560 shares; 2026Q1: 244,450 shares 244,450 $1.47M 0.03% -20,110 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,222 shares; 2024Q4: 36,693 shares; 2025Q1: 34,421 shares; 2025Q2: 30,147 shares; 2025Q3: 26,394 shares; 2025Q4: 23,579 shares; 2026Q1: 18,476 shares 18,476 $1.45M 0.03% -5,103 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,254 shares; 2025Q1: 5,360 shares; 2025Q2: 5,362 shares; 2025Q3: 5,363 shares; 2025Q4: 5,364 shares; 2026Q1: 4,911 shares 4,911 $1.45M 0.03% -453 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: 7,164 shares; 2024Q4: 7,053 shares; 2025Q1: 7,249 shares; 2025Q2: 7,506 shares; 2025Q3: 7,077 shares; 2025Q4: 6,956 shares; 2026Q1: 6,592 shares 6,592 $1.44M 0.03% -364 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,999 shares; 2025Q1: 5,817 shares; 2025Q2: 6,773 shares; 2025Q3: 6,813 shares; 2025Q4: 6,841 shares; 2026Q1: 6,863 shares 6,863 $1.44M 0.03% +22 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,613 shares; 2024Q4: 16,658 shares; 2025Q1: 15,662 shares; 2025Q2: 18,129 shares; 2025Q3: 16,021 shares; 2025Q4: 15,327 shares; 2026Q1: 14,844 shares 14,844 $1.44M 0.03% -483 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,642 shares; 2024Q4: 149,193 shares; 2025Q1: 146,538 shares; 2025Q2: 145,680 shares; 2025Q3: 141,378 shares; 2025Q4: 126,220 shares; 2026Q1: 119,306 shares 119,306 $1.44M 0.03% -6,914 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,992 shares; 2025Q1: 7,597 shares; 2025Q2: 8,173 shares; 2025Q3: 8,493 shares; 2025Q4: 14,105 shares; 2026Q1: 16,193 shares 16,193 $1.43M 0.03% +2,088 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: 28,066 shares; 2024Q4: 24,491 shares; 2025Q1: 23,641 shares; 2025Q2: 32,605 shares; 2025Q3: 32,605 shares; 2025Q4: 32,495 shares; 2026Q1: 31,695 shares 31,695 $1.42M 0.03% -800 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,539 shares; 2025Q4: 26,775 shares; 2026Q1: 29,633 shares 29,633 $1.42M 0.03% +2,858 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,967 shares; 2024Q4: 12,345 shares; 2025Q1: 10,869 shares; 2025Q2: 12,172 shares; 2025Q3: 17,474 shares; 2025Q4: 19,561 shares; 2026Q1: 24,813 shares 24,813 $1.42M 0.03% +5,252 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,287 shares; 2025Q1: 1,578 shares; 2025Q2: 3,631 shares; 2025Q3: 3,716 shares; 2025Q4: 5,584 shares; 2026Q1: 4,717 shares 4,717 $1.41M 0.03% -867 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 5,044 shares; 2025Q1: 2,679 shares; 2025Q2: 5,430 shares; 2025Q3: 3,152 shares; 2025Q4: 6,350 shares; 2026Q1: 28,155 shares 28,155 $1.41M 0.03% +21,805 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: 33,865 shares; 2024Q4: 50,625 shares; 2025Q1: 6,016 shares; 2025Q2: 4,628 shares; 2025Q3: 4,348 shares; 2025Q4: 2,437 shares; 2026Q1: 11,784 shares 11,784 $1.4M 0.03% +9,347 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,990 shares; 2024Q4: 58,869 shares; 2025Q1: 51,878 shares; 2025Q2: 52,953 shares; 2025Q3: 52,408 shares; 2025Q4: 52,891 shares; 2026Q1: 56,341 shares 56,341 $1.39M 0.03% +3,450 Timeline FLQM 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: 8,824 shares; 2024Q4: 10,566 shares; 2025Q1: 22,370 shares; 2025Q2: 30,549 shares; 2025Q3: 29,818 shares; 2025Q4: 27,029 shares; 2026Q1: 25,311 shares 25,311 $1.39M 0.03% -1,718 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,092 shares; 2024Q4: 76,487 shares; 2025Q1: 74,227 shares; 2025Q2: 74,399 shares; 2025Q3: 69,989 shares; 2025Q4: 69,217 shares; 2026Q1: 69,335 shares 69,335 $1.38M 0.03% +118 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,895 shares; 2025Q1: 9,242 shares; 2025Q2: 9,405 shares; 2025Q3: 14,656 shares; 2025Q4: 14,440 shares; 2026Q1: 13,947 shares 13,947 $1.38M 0.03% -493 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,318 shares; 2025Q3: 14,085 shares; 2025Q4: 21,590 shares; 2026Q1: 27,578 shares 27,578 $1.38M 0.03% +5,988 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 11,544 shares; 2025Q1: 9,031 shares; 2025Q2: 9,154 shares; 2025Q3: 6,841 shares; 2025Q4: 9,177 shares; 2026Q1: 8,278 shares 8,278 $1.37M 0.03% -899 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,456 shares; 2025Q2: 23,308 shares; 2025Q3: 25,478 shares; 2025Q4: 28,447 shares; 2026Q1: 29,000 shares 29,000 $1.37M 0.03% +553 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: 4,729 shares; 2024Q4: 5,075 shares; 2025Q1: 5,441 shares; 2025Q2: 5,919 shares; 2025Q3: 5,570 shares; 2025Q4: 5,194 shares; 2026Q1: 5,134 shares 5,134 $1.37M 0.03% -60 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,672 shares; 2024Q4: 56,046 shares; 2025Q1: 64,433 shares; 2025Q2: 63,850 shares; 2025Q3: 64,070 shares; 2025Q4: 63,819 shares; 2026Q1: 71,060 shares 71,060 $1.37M 0.03% +7,241 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: 6,495 shares; 2024Q4: 6,430 shares; 2025Q1: 5,772 shares; 2025Q2: 6,787 shares; 2025Q3: 6,745 shares; 2025Q4: 6,715 shares; 2026Q1: 6,041 shares 6,041 $1.36M 0.03% -674 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,558 shares; 2025Q3: 23,671 shares; 2025Q4: 23,069 shares; 2026Q1: 19,350 shares 19,350 $1.34M 0.03% -3,719 Timeline IGLD 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: 20,998 shares; 2024Q4: 21,073 shares; 2025Q1: 20,970 shares; 2025Q2: 99,684 shares; 2025Q3: 23,568 shares; 2025Q4: 40,961 shares; 2026Q1: 52,519 shares 52,519 $1.34M 0.03% +11,558 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 24,173 shares; 2025Q1: 24,173 shares; 2025Q2: 25,267 shares; 2025Q3: 25,128 shares; 2025Q4: 24,714 shares; 2026Q1: 24,487 shares 24,487 $1.34M 0.03% -227 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: not reported; 2025Q1: 10,788 shares; 2025Q2: 10,419 shares; 2025Q3: 10,424 shares; 2025Q4: 10,395 shares; 2026Q1: 10,404 shares 10,404 $1.32M 0.03% +9 Timeline SCHE 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: 79,449 shares; 2024Q4: 77,030 shares; 2025Q1: 86,062 shares; 2025Q2: 83,198 shares; 2025Q3: 81,783 shares; 2025Q4: 82,130 shares; 2026Q1: 40,108 shares 40,108 $1.32M 0.03% -42,022 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: 20,689 shares; 2024Q4: 18,776 shares; 2025Q1: 18,221 shares; 2025Q2: 17,095 shares; 2025Q3: 17,051 shares; 2025Q4: 17,296 shares; 2026Q1: 17,736 shares 17,736 $1.32M 0.03% +440 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: not reported; 2026Q1: 3,888 shares 3,888 $1.32M 0.03% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,443 shares; 2025Q1: 9,299 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares; 2025Q4: 9,147 shares; 2026Q1: 9,254 shares 9,254 $1.32M 0.03% +107 Timeline ACWV 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: 5,497 shares; 2024Q4: 5,315 shares; 2025Q1: 5,998 shares; 2025Q2: 8,819 shares; 2025Q3: 9,127 shares; 2025Q4: 9,660 shares; 2026Q1: 11,006 shares 11,006 $1.32M 0.03% +1,346 Timeline KRE 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: 13,501 shares; 2024Q4: 13,935 shares; 2025Q1: 14,655 shares; 2025Q2: 16,833 shares; 2025Q3: 16,250 shares; 2025Q4: 15,396 shares; 2026Q1: 20,091 shares 20,091 $1.31M 0.03% +4,695 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,056 shares; 2024Q4: 24,056 shares; 2025Q1: 24,056 shares; 2025Q2: 24,061 shares; 2025Q3: 24,072 shares; 2025Q4: 24,067 shares; 2026Q1: 24,061 shares 24,061 $1.3M 0.03% -6 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,543 shares; 2025Q1: 5,130 shares; 2025Q2: 10,302 shares; 2025Q3: 10,267 shares; 2025Q4: 9,964 shares; 2026Q1: 7,522 shares 7,522 $1.3M 0.03% -2,442 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,703 shares; 2025Q4: 20,947 shares; 2026Q1: 14,606 shares 14,606 $1.3M 0.03% -6,341 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,629 shares 82,629 $1.29M 0.03% new 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: 14,721 shares; 2024Q4: 10,689 shares; 2025Q1: 9,681 shares; 2025Q2: 10,150 shares; 2025Q3: 9,022 shares; 2025Q4: 9,002 shares; 2026Q1: 8,902 shares 8,902 $1.29M 0.03% -100 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,864 shares; 2024Q4: 46,546 shares; 2025Q1: 51,660 shares; 2025Q2: 53,470 shares; 2025Q3: 55,196 shares; 2025Q4: 62,685 shares; 2026Q1: 36,394 shares 36,394 $1.29M 0.03% -26,291 Timeline