EQWL 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: 40,166 shares; 2024Q4: 31,904 shares; 2025Q1: 34,598 shares; 2025Q2: 84,316 shares; 2025Q3: 169,208 shares; 2025Q4: 153,651 shares; 2026Q1: 128,325 shares 128,325 $14.8M 0.01% -25,326 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,373 shares; 2024Q4: 37,994 shares; 2025Q1: 28,427 shares; 2025Q2: 29,866 shares; 2025Q3: 31,671 shares; 2025Q4: 36,539 shares; 2026Q1: 43,677 shares 43,677 $14.8M 0.01% +7,138 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,746 shares; 2024Q4: 111,315 shares; 2025Q1: 191,743 shares; 2025Q2: 261,679 shares; 2025Q3: 267,838 shares; 2025Q4: 283,701 shares; 2026Q1: 276,494 shares 276,494 $14.8M 0.01% -7,207 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,370 shares; 2024Q4: 41,462 shares; 2025Q1: 29,072 shares; 2025Q2: 23,624 shares; 2025Q3: 17,100 shares; 2025Q4: 588,486 shares; 2026Q1: 556,585 shares 556,585 $14.8M 0.01% -31,901 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 11,347 shares; 2025Q1: 10,935 shares; 2025Q2: 14,809 shares; 2025Q3: 22,330 shares; 2025Q4: 41,400 shares; 2026Q1: 37,474 shares 37,474 $14.7M 0.01% -3,926 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,770 shares; 2024Q4: 38,449 shares; 2025Q1: 104,037 shares; 2025Q2: 104,969 shares; 2025Q3: 108,409 shares; 2025Q4: 116,580 shares; 2026Q1: 123,675 shares 123,675 $14.7M 0.01% +7,095 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,973 shares; 2024Q4: 79,204 shares; 2025Q1: 77,465 shares; 2025Q2: 79,266 shares; 2025Q3: 93,050 shares; 2025Q4: 96,802 shares; 2026Q1: 107,547 shares 107,547 $14.6M 0.01% +10,745 Timeline RWR 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: 747,323 shares; 2024Q4: 738,742 shares; 2025Q1: 391,618 shares; 2025Q2: 386,108 shares; 2025Q3: 289,024 shares; 2025Q4: 145,854 shares; 2026Q1: 144,561 shares 144,561 $14.6M 0.01% -1,293 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,317 shares; 2025Q1: 10,101 shares; 2025Q2: 78,218 shares; 2025Q3: 83,603 shares; 2025Q4: 86,933 shares; 2026Q1: 213,553 shares 213,553 $14.6M 0.01% +126,620 Timeline HTAB 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: 177,051 shares; 2024Q4: 323,554 shares; 2025Q1: 399,333 shares; 2025Q2: 622,564 shares; 2025Q3: 672,483 shares; 2025Q4: 672,861 shares; 2026Q1: 767,052 shares 767,052 $14.6M 0.01% +94,191 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 20,417 shares; 2025Q3: 157,394 shares; 2025Q4: 237,011 shares; 2026Q1: 252,845 shares 252,845 $14.5M 0.01% +15,834 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: 474,231 shares; 2024Q4: 468,124 shares; 2025Q1: 312,917 shares; 2025Q2: 323,100 shares; 2025Q3: 320,974 shares; 2025Q4: 312,784 shares; 2026Q1: 308,104 shares 308,104 $14.5M 0.01% -4,680 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: 58,672 shares; 2024Q4: 55,275 shares; 2025Q1: 54,180 shares; 2025Q2: 54,773 shares; 2025Q3: 59,538 shares; 2025Q4: 60,007 shares; 2026Q1: 62,925 shares 62,925 $14.5M 0.01% +2,918 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 35,800 shares; 2025Q1: 58,236 shares; 2025Q2: 53,842 shares; 2025Q3: 61,710 shares; 2025Q4: 81,342 shares; 2026Q1: 108,447 shares 108,447 $14.4M 0.01% +27,105 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: 182 shares; 2024Q4: 202 shares; 2025Q1: 730 shares; 2025Q2: 2,387 shares; 2025Q3: 19,895 shares; 2025Q4: 260,649 shares; 2026Q1: 371,815 shares 371,815 $14.3M 0.01% +111,166 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 28,335 shares; 2025Q1: 40,546 shares; 2025Q2: 174,885 shares; 2025Q3: 231,071 shares; 2025Q4: 250,377 shares; 2026Q1: 294,377 shares 294,377 $14.2M 0.01% +44,000 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: 48,966 shares; 2024Q4: 50,143 shares; 2025Q1: 52,856 shares; 2025Q2: 54,420 shares; 2025Q3: 57,151 shares; 2025Q4: 39,910 shares; 2026Q1: 43,143 shares 43,143 $14.2M 0.01% +3,233 Timeline GARP ISHARES 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: 26,561 shares; 2025Q3: 70,121 shares; 2025Q4: 168,198 shares; 2026Q1: 220,429 shares 220,429 $14.1M 0.01% +52,231 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,113 shares; 2024Q4: 80,933 shares; 2025Q1: 109,361 shares; 2025Q2: 97,109 shares; 2025Q3: 98,121 shares; 2025Q4: 100,719 shares; 2026Q1: 111,287 shares 111,287 $14.1M 0.01% +10,568 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 28,311 shares; 2025Q1: 28,365 shares; 2025Q2: 27,388 shares; 2025Q3: 23,599 shares; 2025Q4: 24,950 shares; 2026Q1: 26,119 shares 26,119 $14.1M 0.01% +1,169 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: 93,019 shares; 2024Q4: 92,145 shares; 2025Q1: 92,657 shares; 2025Q2: 96,993 shares; 2025Q3: 95,443 shares; 2025Q4: 98,057 shares; 2026Q1: 95,803 shares 95,803 $14M 0.01% -2,254 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,747 shares; 2024Q4: 15,677 shares; 2025Q1: 59,665 shares; 2025Q2: 168,836 shares; 2025Q3: 88,141 shares; 2025Q4: 103,303 shares; 2026Q1: 116,881 shares 116,881 $14M 0.01% +13,578 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,961 shares; 2024Q4: 289,402 shares; 2025Q1: 271,274 shares; 2025Q2: 278,033 shares; 2025Q3: 219,983 shares; 2025Q4: 221,196 shares; 2026Q1: 157,328 shares 157,328 $13.8M 0.01% -63,868 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: 59,973 shares; 2024Q4: 64,143 shares; 2025Q1: 94,687 shares; 2025Q2: 88,857 shares; 2025Q3: 57,531 shares; 2025Q4: 63,145 shares; 2026Q1: 67,511 shares 67,511 $13.8M 0.01% +4,366 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: 79,960 shares; 2024Q4: 86,359 shares; 2025Q1: 82,590 shares; 2025Q2: 89,670 shares; 2025Q3: 88,822 shares; 2025Q4: 91,149 shares; 2026Q1: 98,489 shares 98,489 $13.7M 0.01% +7,340 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: 212,220 shares; 2024Q4: 204,186 shares; 2025Q1: 152,506 shares; 2025Q2: 155,975 shares; 2025Q3: 171,715 shares; 2025Q4: 128,918 shares; 2026Q1: 127,260 shares 127,260 $13.5M 0.01% -1,658 Timeline EPS 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: 7,207 shares; 2024Q4: 11,350 shares; 2025Q1: 94,270 shares; 2025Q2: 109,748 shares; 2025Q3: 121,845 shares; 2025Q4: 189,838 shares; 2026Q1: 196,817 shares 196,817 $13.4M 0.01% +6,979 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: 66,475 shares; 2024Q4: 66,816 shares; 2025Q1: 71,150 shares; 2025Q2: 69,330 shares; 2025Q3: 67,620 shares; 2025Q4: 67,428 shares; 2026Q1: 76,123 shares 76,123 $13.4M 0.01% +8,695 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198,361 shares; 2025Q4: 329,862 shares; 2026Q1: 403,474 shares 403,474 $13.4M 0.01% +73,612 Timeline EEMS 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: 157,893 shares; 2024Q4: 154,303 shares; 2025Q1: 154,920 shares; 2025Q2: 173,590 shares; 2025Q3: 183,078 shares; 2025Q4: 188,738 shares; 2026Q1: 192,998 shares 192,998 $13.4M 0.01% +4,260 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: 93,013 shares; 2025Q2: 174,999 shares; 2025Q3: 192,311 shares; 2025Q4: 207,477 shares; 2026Q1: 268,343 shares 268,343 $13.4M 0.01% +60,866 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: 223,211 shares; 2024Q4: 241,117 shares; 2025Q1: 245,625 shares; 2025Q2: 324,421 shares; 2025Q3: 332,474 shares; 2025Q4: 386,064 shares; 2026Q1: 396,998 shares 396,998 $13.3M 0.01% +10,934 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: 67,558 shares; 2024Q4: 74,341 shares; 2025Q1: 62,399 shares; 2025Q2: 56,509 shares; 2025Q3: 91,177 shares; 2025Q4: 86,234 shares; 2026Q1: 91,350 shares 91,350 $13.2M 0.01% +5,116 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,979 shares; 2024Q4: 44,071 shares; 2025Q1: 48,955 shares; 2025Q2: 58,012 shares; 2025Q3: 69,458 shares; 2025Q4: 64,173 shares; 2026Q1: 65,921 shares 65,921 $13.1M 0.01% +1,748 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: 174,201 shares; 2024Q4: 129,964 shares; 2025Q1: 141,491 shares; 2025Q2: 141,734 shares; 2025Q3: 157,752 shares; 2025Q4: 259,040 shares; 2026Q1: 273,113 shares 273,113 $13M 0.01% +14,073 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,056 shares; 2026Q1: 261,885 shares 261,885 $13M 0.01% +240,829 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: 115,280 shares; 2024Q4: 136,964 shares; 2025Q1: 112,675 shares; 2025Q2: 103,217 shares; 2025Q3: 105,727 shares; 2025Q4: 106,376 shares; 2026Q1: 100,758 shares 100,758 $13M 0.01% -5,618 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,580 shares; 2024Q4: 219,602 shares; 2025Q1: 275,892 shares; 2025Q2: 313,069 shares; 2025Q3: 387,225 shares; 2025Q4: 451,331 shares; 2026Q1: 502,246 shares 502,246 $12.7M 0.01% +50,915 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,195 shares; 2025Q4: 239,778 shares; 2026Q1: 502,005 shares 502,005 $12.7M 0.01% +262,227 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: 55,815 shares; 2024Q4: 87,426 shares; 2025Q1: 99,537 shares; 2025Q2: 110,217 shares; 2025Q3: 110,595 shares; 2025Q4: 108,590 shares; 2026Q1: 104,720 shares 104,720 $12.7M 0.01% -3,870 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: 207,818 shares; 2024Q4: 219,098 shares; 2025Q1: 231,633 shares; 2025Q2: 244,498 shares; 2025Q3: 70,591 shares; 2025Q4: 70,996 shares; 2026Q1: 60,363 shares 60,363 $12.7M 0.01% -10,633 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: 185,226 shares; 2024Q4: 192,740 shares; 2025Q1: 213,187 shares; 2025Q2: 227,511 shares; 2025Q3: 230,729 shares; 2025Q4: 255,121 shares; 2026Q1: 240,753 shares 240,753 $12.5M 0.01% -14,368 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,224 shares; 2024Q4: 164,473 shares; 2025Q1: 191,623 shares; 2025Q2: 157,815 shares; 2025Q3: 151,237 shares; 2025Q4: 130,029 shares; 2026Q1: 148,115 shares 148,115 $12.5M 0.01% +18,086 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,891 shares; 2024Q4: 276,332 shares; 2025Q1: 201,121 shares; 2025Q2: 93,931 shares; 2025Q3: 209,048 shares; 2025Q4: 219,088 shares; 2026Q1: 176,888 shares 176,888 $12.4M 0.01% -42,200 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: 151,284 shares; 2024Q4: 491,650 shares; 2025Q1: 514,188 shares; 2025Q2: 519,812 shares; 2025Q3: 508,988 shares; 2025Q4: 504,530 shares; 2026Q1: 492,278 shares 492,278 $12.4M 0.01% -12,252 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,661 shares; 2024Q4: 67,679 shares; 2025Q1: 66,871 shares; 2025Q2: 64,045 shares; 2025Q3: 63,329 shares; 2025Q4: 64,157 shares; 2026Q1: 65,114 shares 65,114 $12.3M 0.01% +957 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 35,942 shares; 2025Q1: 49,803 shares; 2025Q2: 54,298 shares; 2025Q3: 61,384 shares; 2025Q4: 72,331 shares; 2026Q1: 81,574 shares 81,574 $12.3M 0.01% +9,243 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,782 shares; 2024Q4: 234,991 shares; 2025Q1: 305,658 shares; 2025Q2: 347,748 shares; 2025Q3: 390,755 shares; 2025Q4: 466,026 shares; 2026Q1: 530,040 shares 530,040 $12.3M 0.01% +64,014 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: 69,280 shares; 2024Q4: 72,827 shares; 2025Q1: 76,111 shares; 2025Q2: 86,548 shares; 2025Q3: 77,986 shares; 2025Q4: 82,662 shares; 2026Q1: 84,392 shares 84,392 $12.3M 0.01% +1,730 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: 77,649 shares; 2024Q4: 45,770 shares; 2025Q1: 48,719 shares; 2025Q2: 51,686 shares; 2025Q3: 65,757 shares; 2025Q4: 140,185 shares; 2026Q1: 232,686 shares 232,686 $12.2M 0.01% +92,501 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,007 shares; 2025Q1: 1,438 shares; 2025Q2: 65,960 shares; 2025Q3: 234,515 shares; 2025Q4: 160,316 shares; 2026Q1: 135,256 shares 135,256 $12.2M 0.01% -25,060 Timeline URTH 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: 19,013 shares; 2024Q4: 18,924 shares; 2025Q1: 47,482 shares; 2025Q2: 37,659 shares; 2025Q3: 42,499 shares; 2025Q4: 54,962 shares; 2026Q1: 67,228 shares 67,228 $12.1M 0.01% +12,266 Timeline BBRE 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: 82,354 shares; 2024Q4: 89,325 shares; 2025Q1: 97,138 shares; 2025Q2: 105,817 shares; 2025Q3: 111,686 shares; 2025Q4: 117,730 shares; 2026Q1: 125,880 shares 125,880 $12M 0.01% +8,150 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,447 shares; 2024Q4: 96,181 shares; 2025Q1: 99,071 shares; 2025Q2: 113,090 shares; 2025Q3: 115,544 shares; 2025Q4: 251,329 shares; 2026Q1: 129,284 shares 129,284 $12M 0.01% -122,045 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,916 shares; 2024Q4: 715,438 shares; 2025Q1: 625,540 shares; 2025Q2: 623,275 shares; 2025Q3: 701,876 shares; 2025Q4: 453,175 shares; 2026Q1: 536,682 shares 536,682 $12M 0.01% +83,507 Timeline FIVA 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: 3,788 shares; 2025Q2: 5,019 shares; 2025Q3: 500 shares; 2025Q4: 1,739 shares; 2026Q1: 344,579 shares 344,579 $12M 0.01% +342,840 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,694 shares; 2024Q4: 35,211 shares; 2025Q1: 76,308 shares; 2025Q2: 48,107 shares; 2025Q3: 47,165 shares; 2025Q4: 53,693 shares; 2026Q1: 57,845 shares 57,845 $12M 0.01% +4,152 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: 43,679 shares; 2024Q4: 46,379 shares; 2025Q1: 47,816 shares; 2025Q2: 49,136 shares; 2025Q3: 52,604 shares; 2025Q4: 50,812 shares; 2026Q1: 58,982 shares 58,982 $12M 0.01% +8,170 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,800 shares; 2024Q4: 106,640 shares; 2025Q1: 102,188 shares; 2025Q2: 101,648 shares; 2025Q3: 100,427 shares; 2025Q4: 103,303 shares; 2026Q1: 106,695 shares 106,695 $12M 0.01% +3,392 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,232 shares; 2024Q4: 414,612 shares; 2025Q1: 438,363 shares; 2025Q2: 469,248 shares; 2025Q3: 468,589 shares; 2025Q4: 510,793 shares; 2026Q1: 612,918 shares 612,918 $12M 0.01% +102,125 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,718 shares; 2024Q4: 178,829 shares; 2025Q1: 205,513 shares; 2025Q2: 201,613 shares; 2025Q3: 203,384 shares; 2025Q4: 211,129 shares; 2026Q1: 226,934 shares 226,934 $11.9M 0.01% +15,805 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: 6,954 shares; 2024Q4: 11,309 shares; 2025Q1: 11,995 shares; 2025Q2: 12,488 shares; 2025Q3: 28,379 shares; 2025Q4: 47,230 shares; 2026Q1: 73,345 shares 73,345 $11.9M 0.01% +26,115 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 11,417 shares; 2025Q1: 12,486 shares; 2025Q2: 13,355 shares; 2025Q3: 64,341 shares; 2025Q4: 53,522 shares; 2026Q1: 56,104 shares 56,104 $11.9M 0.01% +2,582 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: 38,162 shares; 2024Q4: 43,521 shares; 2025Q1: 44,740 shares; 2025Q2: 47,003 shares; 2025Q3: 47,053 shares; 2025Q4: 49,439 shares; 2026Q1: 40,151 shares 40,151 $11.8M 0.01% -9,288 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,146 shares; 2024Q4: 320,542 shares; 2025Q1: 383,535 shares; 2025Q2: 450,748 shares; 2025Q3: 281,714 shares; 2025Q4: 291,738 shares; 2026Q1: 285,326 shares 285,326 $11.8M 0.01% -6,412 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: 29,012 shares; 2024Q4: 28,365 shares; 2025Q1: 28,518 shares; 2025Q2: 28,844 shares; 2025Q3: 32,195 shares; 2025Q4: 35,355 shares; 2026Q1: 36,043 shares 36,043 $11.7M 0.01% +688 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 3,765 shares; 2025Q1: 3,793 shares; 2025Q2: 7,223 shares; 2025Q3: 43,152 shares; 2025Q4: 97,794 shares; 2026Q1: 125,601 shares 125,601 $11.7M 0.01% +27,807 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,125 shares; 2024Q4: 27,696 shares; 2025Q1: 369,433 shares; 2025Q2: 445,412 shares; 2025Q3: 436,130 shares; 2025Q4: 436,414 shares; 2026Q1: 188,913 shares 188,913 $11.7M 0.01% -247,501 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,106 shares; 2024Q4: 741,353 shares; 2025Q1: 119,897 shares; 2025Q2: 87,919 shares; 2025Q3: 120,961 shares; 2025Q4: 141,313 shares; 2026Q1: 206,115 shares 206,115 $11.7M 0.01% +64,802 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: 17,056 shares; 2024Q4: 16,376 shares; 2025Q1: 17,683 shares; 2025Q2: 20,825 shares; 2025Q3: 16,038 shares; 2025Q4: 16,470 shares; 2026Q1: 17,122 shares 17,122 $11.7M 0.01% +652 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,235 shares; 2025Q1: 3,696 shares; 2025Q2: 5,682 shares; 2025Q3: 12,781 shares; 2025Q4: 14,603 shares; 2026Q1: 16,560 shares 16,560 $11.6M 0.01% +1,957 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: 15,649 shares; 2024Q4: 15,042 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 21,380 shares; 2025Q4: 67,112 shares; 2026Q1: 79,170 shares 79,170 $11.6M 0.01% +12,058 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 22,383 shares; 2025Q1: 15,045 shares; 2025Q2: 14,727 shares; 2025Q3: 66,830 shares; 2025Q4: 67,212 shares; 2026Q1: 26,805 shares 26,805 $11.6M 0.01% -40,407 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,595 shares; 2024Q4: 24,420 shares; 2025Q1: 20,935 shares; 2025Q2: 20,585 shares; 2025Q3: 21,030 shares; 2025Q4: 21,458 shares; 2026Q1: 23,365 shares 23,365 $11.6M 0.01% +1,907 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,923 shares; 2025Q1: 18,743 shares; 2025Q2: 17,585 shares; 2025Q3: 23,274 shares; 2025Q4: 27,536 shares; 2026Q1: 79,308 shares 79,308 $11.5M 0.01% +51,772 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: 174,881 shares; 2024Q4: 163,350 shares; 2025Q1: 147,318 shares; 2025Q2: 145,253 shares; 2025Q3: 135,995 shares; 2025Q4: 132,324 shares; 2026Q1: 128,634 shares 128,634 $11.5M 0.01% -3,690 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: 36,356 shares; 2024Q4: 34,840 shares; 2025Q1: 38,489 shares; 2025Q2: 38,909 shares; 2025Q3: 39,036 shares; 2025Q4: 40,010 shares; 2026Q1: 46,761 shares 46,761 $11.4M 0.01% +6,751 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: 173,788 shares; 2024Q4: 221,498 shares; 2025Q1: 207,572 shares; 2025Q2: 179,419 shares; 2025Q3: 205,165 shares; 2025Q4: 210,930 shares; 2026Q1: 223,552 shares 223,552 $11.3M 0.01% +12,622 Timeline MUNI 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: 1,821 shares; 2024Q4: 144 shares; 2025Q1: 118 shares; 2025Q2: 35,080 shares; 2025Q3: 111,204 shares; 2025Q4: 137,471 shares; 2026Q1: 216,955 shares 216,955 $11.3M 0.01% +79,484 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,713 shares; 2024Q4: 21,670 shares; 2025Q1: 27,467 shares; 2025Q2: 86,295 shares; 2025Q3: 93,533 shares; 2025Q4: 94,736 shares; 2026Q1: 85,649 shares 85,649 $11.2M 0.01% -9,087 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,704 shares; 2024Q4: 149,682 shares; 2025Q1: 163,771 shares; 2025Q2: 190,340 shares; 2025Q3: 192,642 shares; 2025Q4: 207,636 shares; 2026Q1: 213,561 shares 213,561 $11.2M 0.01% +5,925 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,504 shares; 2024Q4: 589,330 shares; 2025Q1: 609,996 shares; 2025Q2: 656,302 shares; 2025Q3: 233,182 shares; 2025Q4: 235,001 shares; 2026Q1: 213,058 shares 213,058 $11.2M 0.01% -21,943 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,970 shares; 2025Q1: 306,312 shares; 2025Q2: 404,723 shares; 2025Q3: 464,919 shares; 2025Q4: 309,294 shares; 2026Q1: 300,108 shares 300,108 $11M 0.01% -9,186 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 13,735 shares; 2025Q4: 13,735 shares; 2026Q1: 403,125 shares 403,125 $10.9M 0.01% +389,390 Timeline DEM 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: 437,015 shares; 2024Q4: 355,324 shares; 2025Q1: 372,210 shares; 2025Q2: 372,478 shares; 2025Q3: 366,478 shares; 2025Q4: 203,247 shares; 2026Q1: 217,932 shares 217,932 $10.8M 0.01% +14,685 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: 151,309 shares; 2024Q4: 166,256 shares; 2025Q1: 173,859 shares; 2025Q2: 183,347 shares; 2025Q3: 184,336 shares; 2025Q4: 184,826 shares; 2026Q1: 180,217 shares 180,217 $10.8M 0.01% -4,609 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,403 shares; 2024Q4: 146,108 shares; 2025Q1: 205,261 shares; 2025Q2: 285,015 shares; 2025Q3: 293,346 shares; 2025Q4: 303,139 shares; 2026Q1: 323,150 shares 323,150 $10.7M 0.01% +20,011 Timeline RING 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: 4,983 shares; 2024Q4: 67,635 shares; 2025Q1: 120,662 shares; 2025Q2: 131,640 shares; 2025Q3: 116,651 shares; 2025Q4: 165,393 shares; 2026Q1: 135,481 shares 135,481 $10.7M 0.01% -29,912 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,357 shares; 2024Q4: 353,633 shares; 2025Q1: 333,025 shares; 2025Q2: 359,937 shares; 2025Q3: 311,174 shares; 2025Q4: 205,897 shares; 2026Q1: 205,689 shares 205,689 $10.7M 0.01% -208 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,525 shares; 2024Q4: 32,802 shares; 2025Q1: 36,709 shares; 2025Q2: 108,714 shares; 2025Q3: 114,979 shares; 2025Q4: 124,567 shares; 2026Q1: 133,691 shares 133,691 $10.6M 0.01% +9,124 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,237 shares; 2024Q4: 170,692 shares; 2025Q1: 158,973 shares; 2025Q2: 196,210 shares; 2025Q3: 205,767 shares; 2025Q4: 213,574 shares; 2026Q1: 213,569 shares 213,569 $10.6M 0.01% -5 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: 83,185 shares; 2024Q4: 83,419 shares; 2025Q1: 77,432 shares; 2025Q2: 88,855 shares; 2025Q3: 87,793 shares; 2025Q4: 89,232 shares; 2026Q1: 88,304 shares 88,304 $10.6M 0.01% -928 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,576 shares; 2024Q4: 46,842 shares; 2025Q1: 51,180 shares; 2025Q2: 50,321 shares; 2025Q3: 47,458 shares; 2025Q4: 97,338 shares; 2026Q1: 124,401 shares 124,401 $10.5M 0.01% +27,063 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: 266,523 shares; 2024Q4: 245,366 shares; 2025Q1: 226,725 shares; 2025Q2: 230,148 shares; 2025Q3: 241,403 shares; 2025Q4: 255,261 shares; 2026Q1: 238,416 shares 238,416 $10.5M 0.01% -16,845 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,314 shares; 2024Q4: 21,088 shares; 2025Q1: 80,309 shares; 2025Q2: 120,871 shares; 2025Q3: 129,761 shares; 2025Q4: 148,670 shares; 2026Q1: 161,365 shares 161,365 $10.5M 0.01% +12,695 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 12,563 shares; 2025Q4: 57,545 shares; 2026Q1: 135,474 shares 135,474 $10.5M 0.01% +77,929 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,581 shares; 2024Q4: 40,675 shares; 2025Q1: 40,385 shares; 2025Q2: 40,015 shares; 2025Q3: 41,997 shares; 2025Q4: 35,218 shares; 2026Q1: 49,418 shares 49,418 $10.3M 0.01% +14,200 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,851 shares; 2024Q4: 39,368 shares; 2025Q1: 43,318 shares; 2025Q2: 160,747 shares; 2025Q3: 167,740 shares; 2025Q4: 173,068 shares; 2026Q1: 200,898 shares 200,898 $10.1M 0.01% +27,830 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,738 shares; 2025Q2: 60,461 shares; 2025Q3: 64,170 shares; 2025Q4: 111,818 shares; 2026Q1: 129,698 shares 129,698 $10.1M 0.01% +17,880 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,331 shares; 2024Q4: 25,478 shares; 2025Q1: 24,612 shares; 2025Q2: 26,037 shares; 2025Q3: 31,030 shares; 2025Q4: 34,602 shares; 2026Q1: 34,678 shares 34,678 $10.1M 0.01% +76 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,842 shares; 2024Q4: 118,966 shares; 2025Q1: 135,223 shares; 2025Q2: 137,592 shares; 2025Q3: 149,665 shares; 2025Q4: 168,199 shares; 2026Q1: 197,057 shares 197,057 $10M 0.01% +28,858 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: 250,655 shares; 2024Q4: 256,624 shares; 2025Q1: 256,826 shares; 2025Q2: 277,197 shares; 2025Q3: 294,593 shares; 2025Q4: 313,260 shares; 2026Q1: 262,917 shares 262,917 $9.95M 0.01% -50,343 Timeline PXF 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: 152,088 shares; 2024Q4: 153,553 shares; 2025Q1: 152,920 shares; 2025Q2: 146,563 shares; 2025Q3: 145,784 shares; 2025Q4: 140,175 shares; 2026Q1: 141,552 shares 141,552 $9.89M 0.01% +1,377 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,981 shares; 2024Q4: 153,717 shares; 2025Q1: 224,217 shares; 2025Q2: 131,076 shares; 2025Q3: 128,194 shares; 2025Q4: 152,345 shares; 2026Q1: 140,610 shares 140,610 $9.89M 0.01% -11,735 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: 191,604 shares; 2024Q4: 230,193 shares; 2025Q1: 66,843 shares; 2025Q2: 59,564 shares; 2025Q3: 61,436 shares; 2025Q4: 52,638 shares; 2026Q1: 52,100 shares 52,100 $9.88M 0.01% -538 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: 80,947 shares; 2024Q4: 83,128 shares; 2025Q1: 82,598 shares; 2025Q2: 92,718 shares; 2025Q3: 84,863 shares; 2025Q4: 90,404 shares; 2026Q1: 89,535 shares 89,535 $9.82M 0.01% -869 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 37,404 shares; 2025Q1: 47,748 shares; 2025Q2: 56,553 shares; 2025Q3: 69,271 shares; 2025Q4: 73,315 shares; 2026Q1: 76,389 shares 76,389 $9.8M 0.01% +3,074 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,243 shares; 2024Q4: 66,698 shares; 2025Q1: 69,922 shares; 2025Q2: 72,715 shares; 2025Q3: 77,300 shares; 2025Q4: 77,097 shares; 2026Q1: 77,724 shares 77,724 $9.75M 0.01% +627 Timeline QVAL 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: 118,747 shares; 2024Q4: 122,256 shares; 2025Q1: 119,556 shares; 2025Q2: 139,282 shares; 2025Q3: 159,508 shares; 2025Q4: 171,590 shares; 2026Q1: 186,509 shares 186,509 $9.72M 0.01% +14,919 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 30,342 shares; 2025Q1: 30,406 shares; 2025Q2: 29,853 shares; 2025Q3: 29,799 shares; 2025Q4: 31,397 shares; 2026Q1: 30,464 shares 30,464 $9.69M 0.01% -933 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 15,793 shares; 2025Q1: 16,107 shares; 2025Q2: 16,264 shares; 2025Q3: 15,971 shares; 2025Q4: 4,709 shares; 2026Q1: 2,862 shares 2,862 $9.67M 0.01% -1,847 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: 3,790 shares; 2024Q4: 44,853 shares; 2025Q1: 76,490 shares; 2025Q2: 403,293 shares; 2025Q3: 405,029 shares; 2025Q4: 334,706 shares; 2026Q1: 192,826 shares 192,826 $9.65M 0.01% -141,880 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: 28,705 shares; 2024Q4: 26,983 shares; 2025Q1: 28,358 shares; 2025Q2: 93,385 shares; 2025Q3: 165,596 shares; 2025Q4: 144,079 shares; 2026Q1: 132,195 shares 132,195 $9.61M 0.01% -11,884 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: 119,051 shares; 2024Q4: 121,600 shares; 2025Q1: 124,439 shares; 2025Q2: 131,652 shares; 2025Q3: 149,116 shares; 2025Q4: 172,746 shares; 2026Q1: 176,519 shares 176,519 $9.56M 0.01% +3,773 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: 155,260 shares; 2024Q4: 155,746 shares; 2025Q1: 166,052 shares; 2025Q2: 164,783 shares; 2025Q3: 167,396 shares; 2025Q4: 172,832 shares; 2026Q1: 219,005 shares 219,005 $9.55M 0.01% +46,173 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,942 shares; 2024Q4: 65,889 shares; 2025Q1: 66,597 shares; 2025Q2: 66,544 shares; 2025Q3: 64,498 shares; 2025Q4: 63,109 shares; 2026Q1: 62,486 shares 62,486 $9.54M 0.01% -623 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,592 shares; 2025Q4: 250,747 shares; 2026Q1: 191,250 shares 191,250 $9.5M 0.01% -59,497 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,570 shares; 2024Q4: 125,181 shares; 2025Q1: 207,953 shares; 2025Q2: 110,244 shares; 2025Q3: 126,372 shares; 2025Q4: 168,505 shares; 2026Q1: 243,234 shares 243,234 $9.48M 0.01% +74,729 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,874 shares; 2024Q4: 648,162 shares; 2025Q1: 454,024 shares; 2025Q2: 422,628 shares; 2025Q3: 458,636 shares; 2025Q4: 364,151 shares; 2026Q1: 231,456 shares 231,456 $9.44M 0.01% -132,695 Timeline DXJ 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: 253,951 shares; 2024Q4: 271,175 shares; 2025Q1: 68,028 shares; 2025Q2: 59,218 shares; 2025Q3: 54,209 shares; 2025Q4: 55,531 shares; 2026Q1: 59,432 shares 59,432 $9.42M 0.01% +3,901 Timeline STXF 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: 110,398 shares; 2024Q4: 112,804 shares; 2025Q1: 116,977 shares; 2025Q2: 204,523 shares; 2025Q3: 201,735 shares; 2025Q4: 200,738 shares; 2026Q1: 223,565 shares 223,565 $9.38M 0.01% +22,827 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,238 shares; 2024Q4: 212,111 shares; 2025Q1: 229,324 shares; 2025Q2: 124,448 shares; 2025Q3: 129,543 shares; 2025Q4: 128,605 shares; 2026Q1: 130,429 shares 130,429 $9.37M 0.01% +1,824 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: 11,769 shares; 2024Q4: 7,566 shares; 2025Q1: 7,702 shares; 2025Q2: 129,940 shares; 2025Q3: 139,075 shares; 2025Q4: 149,665 shares; 2026Q1: 154,719 shares 154,719 $9.35M 0.01% +5,054 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,231 shares; 2024Q4: 23,521 shares; 2025Q1: 28,309 shares; 2025Q2: 65,199 shares; 2025Q3: 64,974 shares; 2025Q4: 68,412 shares; 2026Q1: 71,073 shares 71,073 $9.33M 0.01% +2,661 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,159 shares; 2024Q4: 83,916 shares; 2025Q1: 90,468 shares; 2025Q2: 72,003 shares; 2025Q3: 362,375 shares; 2025Q4: 371,719 shares; 2026Q1: 362,785 shares 362,785 $9.29M 0.01% -8,934 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,242 shares; 2024Q4: 183,249 shares; 2025Q1: 195,032 shares; 2025Q2: 131,735 shares; 2025Q3: 113,958 shares; 2025Q4: 210,737 shares; 2026Q1: 192,397 shares 192,397 $9.29M 0.01% -18,340 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,397 shares; 2024Q4: 295,741 shares; 2025Q1: 320,203 shares; 2025Q2: 342,569 shares; 2025Q3: 348,929 shares; 2025Q4: 70,541 shares; 2026Q1: 77,883 shares 77,883 $9.21M 0.01% +7,342 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,587 shares; 2024Q4: 237,293 shares; 2025Q1: 266,173 shares; 2025Q2: 274,268 shares; 2025Q3: 289,718 shares; 2025Q4: 314,672 shares; 2026Q1: 337,597 shares 337,597 $9.1M 0.01% +22,925 Timeline VAW 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: 207,085 shares; 2024Q4: 213,102 shares; 2025Q1: 47,208 shares; 2025Q2: 43,609 shares; 2025Q3: 38,881 shares; 2025Q4: 37,207 shares; 2026Q1: 40,162 shares 40,162 $9.05M 0.01% +2,955 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: 8,359 shares; 2024Q4: 10,341 shares; 2025Q1: 9,008 shares; 2025Q2: 8,928 shares; 2025Q3: 8,639 shares; 2025Q4: 9,327 shares; 2026Q1: 10,360 shares 10,360 $8.97M 0.01% +1,033 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,125 shares; 2024Q4: 111,198 shares; 2025Q1: 113,344 shares; 2025Q2: 127,041 shares; 2025Q3: 118,675 shares; 2025Q4: 80,905 shares; 2026Q1: 111,110 shares 111,110 $8.89M 0.01% +30,205 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,447 shares; 2025Q4: 39,614 shares; 2026Q1: 199,591 shares 199,591 $8.89M 0.01% +159,977 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,780 shares; 2024Q4: 27,973 shares; 2025Q1: 35,389 shares; 2025Q2: 29,448 shares; 2025Q3: 27,816 shares; 2025Q4: 168,477 shares; 2026Q1: 332,516 shares 332,516 $8.88M 0.01% +164,039 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,419 shares; 2024Q4: 91,833 shares; 2025Q1: 80,089 shares; 2025Q2: 83,351 shares; 2025Q3: 90,177 shares; 2025Q4: 91,919 shares; 2026Q1: 84,443 shares 84,443 $8.88M 0.01% -7,476 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,477 shares; 2024Q4: 47,315 shares; 2025Q1: 81,646 shares; 2025Q2: 91,382 shares; 2025Q3: 89,687 shares; 2025Q4: 93,693 shares; 2026Q1: 91,999 shares 91,999 $8.78M 0.01% -1,694 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,770 shares; 2024Q4: 160,666 shares; 2025Q1: 172,804 shares; 2025Q2: 195,084 shares; 2025Q3: 176,974 shares; 2025Q4: 166,078 shares; 2026Q1: 165,398 shares 165,398 $8.74M 0.01% -680 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: 57,389 shares; 2024Q4: 63,785 shares; 2025Q1: 60,388 shares; 2025Q2: 66,302 shares; 2025Q3: 162,794 shares; 2025Q4: 240,914 shares; 2026Q1: 176,825 shares 176,825 $8.73M 0.01% -64,089 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,163 shares 44,163 $8.71M 0.01% new Timeline CGSD 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: 211,834 shares; 2024Q4: 216,379 shares; 2025Q1: 241,034 shares; 2025Q2: 251,030 shares; 2025Q3: 277,107 shares; 2025Q4: 310,788 shares; 2026Q1: 336,296 shares 336,296 $8.67M 0.01% +25,508 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,561 shares; 2024Q4: 13,908 shares; 2025Q1: 14,677 shares; 2025Q2: 15,861 shares; 2025Q3: 22,237 shares; 2025Q4: 28,324 shares; 2026Q1: 27,540 shares 27,540 $8.65M 0.01% -784 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,640 shares; 2024Q4: 99,865 shares; 2025Q1: 50,759 shares; 2025Q2: 79,890 shares; 2025Q3: 85,911 shares; 2025Q4: 88,889 shares; 2026Q1: 144,145 shares 144,145 $8.58M 0.01% +55,256 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 142,891 shares; 2025Q1: 170,101 shares; 2025Q2: 169,110 shares; 2025Q3: 247,578 shares; 2025Q4: 332,282 shares; 2026Q1: 406,814 shares 406,814 $8.51M 0.01% +74,532 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: 148,050 shares; 2024Q4: 318,157 shares; 2025Q1: 373,502 shares; 2025Q2: 153,044 shares; 2025Q3: 138,055 shares; 2025Q4: 87,058 shares; 2026Q1: 89,647 shares 89,647 $8.51M 0.01% +2,589 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,248 shares; 2024Q4: 116,841 shares; 2025Q1: 129,352 shares; 2025Q2: 90,120 shares; 2025Q3: 79,549 shares; 2025Q4: 79,893 shares; 2026Q1: 82,055 shares 82,055 $8.37M 0.01% +2,162 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: 56,408 shares; 2024Q4: 58,542 shares; 2025Q1: 58,573 shares; 2025Q2: 56,331 shares; 2025Q3: 54,380 shares; 2025Q4: 60,537 shares; 2026Q1: 63,747 shares 63,747 $8.36M 0.01% +3,210 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,875 shares; 2024Q4: 82,202 shares; 2025Q1: 82,757 shares; 2025Q2: 68,253 shares; 2025Q3: 66,848 shares; 2025Q4: 66,182 shares; 2026Q1: 63,131 shares 63,131 $8.34M 0.01% -3,051 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: 84,268 shares; 2024Q4: 78,171 shares; 2025Q1: 86,476 shares; 2025Q2: 84,345 shares; 2025Q3: 96,717 shares; 2025Q4: 87,646 shares; 2026Q1: 104,265 shares 104,265 $8.3M 0.01% +16,619 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,227 shares; 2024Q4: 21,588 shares; 2025Q1: 21,242 shares; 2025Q2: 24,401 shares; 2025Q3: 25,852 shares; 2025Q4: 27,113 shares; 2026Q1: 30,621 shares 30,621 $8.29M 0.01% +3,508 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945,124 shares; 2026Q1: 949,329 shares 949,329 $8.29M 0.01% +4,205 Timeline IQDG 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: 3,736 shares; 2024Q4: 3,977 shares; 2025Q1: 4,261 shares; 2025Q2: 94,114 shares; 2025Q3: 145,489 shares; 2025Q4: 167,240 shares; 2026Q1: 205,732 shares 205,732 $8.26M 0.01% +38,492 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: 103,509 shares; 2024Q4: 94,813 shares; 2025Q1: 87,423 shares; 2025Q2: 92,747 shares; 2025Q3: 110,400 shares; 2025Q4: 119,160 shares; 2026Q1: 134,935 shares 134,935 $8.26M 0.01% +15,775 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,440 shares; 2024Q4: 164,273 shares; 2025Q1: 87,965 shares; 2025Q2: 88,758 shares; 2025Q3: 86,994 shares; 2025Q4: 84,194 shares; 2026Q1: 2,826,917 shares 2,826,917 $8.25M 0.01% +2,742,723 Timeline HYMB 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: 82,328 shares; 2024Q4: 171,416 shares; 2025Q1: 91,970 shares; 2025Q2: 162,305 shares; 2025Q3: 189,195 shares; 2025Q4: 349,463 shares; 2026Q1: 331,226 shares 331,226 $8.21M 0.01% -18,237 Timeline VIOG 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: 42,136 shares; 2024Q4: 47,094 shares; 2025Q1: 37,799 shares; 2025Q2: 31,245 shares; 2025Q3: 45,171 shares; 2025Q4: 57,794 shares; 2026Q1: 65,921 shares 65,921 $8.2M 0.01% +8,127 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 18,601 shares; 2025Q1: 328,486 shares; 2025Q2: 68,982 shares; 2025Q3: 69,783 shares; 2025Q4: 70,695 shares; 2026Q1: 64,779 shares 64,779 $8.18M 0.01% -5,916 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: 27,964 shares; 2024Q4: 25,605 shares; 2025Q1: 41,374 shares; 2025Q2: 44,381 shares; 2025Q3: 45,332 shares; 2025Q4: 48,283 shares; 2026Q1: 125,854 shares 125,854 $8.15M 0.01% +77,571 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 16,649 shares; 2025Q3: 47,699 shares; 2025Q4: 172,209 shares; 2026Q1: 175,661 shares 175,661 $8.09M <0.01% +3,452 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: 36,850 shares; 2024Q4: 33,603 shares; 2025Q1: 34,445 shares; 2025Q2: 35,735 shares; 2025Q3: 37,464 shares; 2025Q4: 36,875 shares; 2026Q1: 36,604 shares 36,604 $8.02M <0.01% -271 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 6,955 shares; 2025Q4: 54,965 shares; 2026Q1: 73,246 shares 73,246 $7.95M <0.01% +18,281 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 2,824 shares; 2026Q1: 157,016 shares 157,016 $7.94M <0.01% +154,192 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 74,753 shares; 2025Q4: 102,633 shares; 2026Q1: 159,132 shares 159,132 $7.88M <0.01% +56,499 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 39,773 shares; 2025Q1: 74,878 shares; 2025Q2: 187,758 shares; 2025Q3: 234,047 shares; 2025Q4: 248,239 shares; 2026Q1: 227,371 shares 227,371 $7.86M <0.01% -20,868 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,003 shares; 2024Q4: 55,671 shares; 2025Q1: 64,393 shares; 2025Q2: 72,704 shares; 2025Q3: 82,055 shares; 2025Q4: 102,368 shares; 2026Q1: 122,847 shares 122,847 $7.85M <0.01% +20,479 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 839 shares; 2025Q1: 4,533 shares; 2025Q2: 14,208 shares; 2025Q3: 93,353 shares; 2025Q4: 98,110 shares; 2026Q1: 109,423 shares 109,423 $7.85M <0.01% +11,313 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,109 shares; 2024Q4: 49,303 shares; 2025Q1: 48,826 shares; 2025Q2: 56,059 shares; 2025Q3: 62,602 shares; 2025Q4: 67,432 shares; 2026Q1: 77,548 shares 77,548 $7.75M <0.01% +10,116 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,364 shares; 2024Q4: 94,879 shares; 2025Q1: 187,819 shares; 2025Q2: 232,043 shares; 2025Q3: 268,380 shares; 2025Q4: 329,418 shares; 2026Q1: 353,881 shares 353,881 $7.75M <0.01% +24,463 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,846 shares; 2024Q4: 47,147 shares; 2025Q1: 46,091 shares; 2025Q2: 46,273 shares; 2025Q3: 46,647 shares; 2025Q4: 44,463 shares; 2026Q1: 44,656 shares 44,656 $7.71M <0.01% +193 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: 105,527 shares; 2024Q4: 81,984 shares; 2025Q1: 121,771 shares; 2025Q2: 124,228 shares; 2025Q3: 100,107 shares; 2025Q4: 149,747 shares; 2026Q1: 154,055 shares 154,055 $7.68M <0.01% +4,308 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,336 shares; 2026Q1: 103,960 shares 103,960 $7.64M <0.01% +24,624 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,596 shares; 2024Q4: 50,317 shares; 2025Q1: 37,031 shares; 2025Q2: 27,251 shares; 2025Q3: 25,265 shares; 2025Q4: 41,361 shares; 2026Q1: 214,889 shares 214,889 $7.63M <0.01% +173,528 Timeline ZROZ 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: 79,544 shares; 2024Q4: 84,574 shares; 2025Q1: 83,945 shares; 2025Q2: 88,274 shares; 2025Q3: 101,762 shares; 2025Q4: 114,415 shares; 2026Q1: 119,221 shares 119,221 $7.63M <0.01% +4,806 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,561 shares; 2024Q4: 164,039 shares; 2025Q1: 164,348 shares; 2025Q2: 185,252 shares; 2025Q3: 289,818 shares; 2025Q4: 292,818 shares; 2026Q1: 298,680 shares 298,680 $7.63M <0.01% +5,862 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: 48,986 shares; 2024Q4: 51,612 shares; 2025Q1: 58,756 shares; 2025Q2: 53,688 shares; 2025Q3: 65,742 shares; 2025Q4: 74,136 shares; 2026Q1: 79,075 shares 79,075 $7.57M <0.01% +4,939 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,646 shares; 2024Q4: 342,267 shares; 2025Q1: 213,953 shares; 2025Q2: 136,883 shares; 2025Q3: 129,191 shares; 2025Q4: 118,480 shares; 2026Q1: 125,835 shares 125,835 $7.57M <0.01% +7,355 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 47 shares; 2025Q3: 282 shares; 2025Q4: 557 shares; 2026Q1: 11,894 shares 11,894 $7.56M <0.01% +11,337 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 66,786 shares; 2025Q1: 41,302 shares; 2025Q2: 8,576 shares; 2025Q3: 27,998 shares; 2025Q4: 30,963 shares; 2026Q1: 69,541 shares 69,541 $7.51M <0.01% +38,578 Timeline SPGM 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: 40,914 shares; 2024Q4: 49,864 shares; 2025Q1: 59,736 shares; 2025Q2: 85,735 shares; 2025Q3: 96,720 shares; 2025Q4: 103,502 shares; 2026Q1: 98,732 shares 98,732 $7.47M <0.01% -4,770 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 8,079 shares; 2025Q1: 13,045 shares; 2025Q2: 14,758 shares; 2025Q3: 14,279 shares; 2025Q4: 15,524 shares; 2026Q1: 15,616 shares 15,616 $7.39M <0.01% +92 Timeline DFUS 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: 98,030 shares; 2024Q4: 100,143 shares; 2025Q1: 99,369 shares; 2025Q2: 99,759 shares; 2025Q3: 100,462 shares; 2025Q4: 101,246 shares; 2026Q1: 104,052 shares 104,052 $7.38M <0.01% +2,806 Timeline VNQI 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: 71,572 shares; 2024Q4: 64,745 shares; 2025Q1: 59,855 shares; 2025Q2: 102,713 shares; 2025Q3: 105,114 shares; 2025Q4: 139,405 shares; 2026Q1: 165,618 shares 165,618 $7.36M <0.01% +26,213 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,977 shares; 2024Q4: 375,306 shares; 2025Q1: 375,577 shares; 2025Q2: 413,196 shares; 2025Q3: 422,220 shares; 2025Q4: 413,933 shares; 2026Q1: 459,460 shares 459,460 $7.32M <0.01% +45,527 Timeline OIH 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: 604 shares; 2024Q4: 612 shares; 2025Q1: 627 shares; 2025Q2: 1,319 shares; 2025Q3: 1,779 shares; 2025Q4: 1,685 shares; 2026Q1: 18,091 shares 18,091 $7.31M <0.01% +16,406 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: 17,547 shares; 2024Q4: 26,885 shares; 2025Q1: 32,143 shares; 2025Q2: 101,390 shares; 2025Q3: 115,677 shares; 2025Q4: 133,721 shares; 2026Q1: 147,403 shares 147,403 $7.31M <0.01% +13,682 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,721 shares; 2024Q4: 16,722 shares; 2025Q1: 16,124 shares; 2025Q2: 14,920 shares; 2025Q3: 15,039 shares; 2025Q4: 18,031 shares; 2026Q1: 20,331 shares 20,331 $7.3M <0.01% +2,300 Timeline ROBT 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: 254,806 shares; 2024Q4: 261,982 shares; 2025Q1: 275,582 shares; 2025Q2: 255,055 shares; 2025Q3: 214,928 shares; 2025Q4: 217,292 shares; 2026Q1: 157,738 shares 157,738 $7.28M <0.01% -59,554 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907,418 shares; 2024Q4: 929,042 shares; 2025Q1: 714,670 shares; 2025Q2: 764,289 shares; 2025Q3: 220,612 shares; 2025Q4: 183,222 shares; 2026Q1: 227,076 shares 227,076 $7.27M <0.01% +43,854 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,700 shares; 2024Q4: 174,224 shares; 2025Q1: 157,473 shares; 2025Q2: 184,355 shares; 2025Q3: 237,140 shares; 2025Q4: 238,378 shares; 2026Q1: 324,307 shares 324,307 $7.23M <0.01% +85,929 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: 119,485 shares; 2024Q4: 335,656 shares; 2025Q1: 335,176 shares; 2025Q2: 350,661 shares; 2025Q3: 393,699 shares; 2025Q4: 279,716 shares; 2026Q1: 310,157 shares 310,157 $7.2M <0.01% +30,441 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: 18,293 shares; 2024Q4: 17,427 shares; 2025Q1: 17,553 shares; 2025Q2: 15,622 shares; 2025Q3: 73,240 shares; 2025Q4: 71,265 shares; 2026Q1: 110,159 shares 110,159 $7.18M <0.01% +38,894 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,686 shares; 2024Q4: 69,729 shares; 2025Q1: 81,405 shares; 2025Q2: 88,487 shares; 2025Q3: 97,229 shares; 2025Q4: 104,051 shares; 2026Q1: 96,521 shares 96,521 $7.13M <0.01% -7,530 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 39,462 shares; 2025Q1: 44,181 shares; 2025Q2: 53,096 shares; 2025Q3: 56,096 shares; 2025Q4: 77,890 shares; 2026Q1: 105,357 shares 105,357 $7.06M <0.01% +27,467 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 78,339 shares; 2025Q1: 64,977 shares; 2025Q2: 41,619 shares; 2025Q3: 90,331 shares; 2025Q4: 56,800 shares; 2026Q1: 75,282 shares 75,282 $7.02M <0.01% +18,482 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,323 shares; 2025Q1: 8,361 shares; 2025Q2: 9,358 shares; 2025Q3: 237,125 shares; 2025Q4: 348,722 shares; 2026Q1: 69,864 shares 69,864 $6.99M <0.01% -278,858 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,294 shares; 2024Q4: 41,569 shares; 2025Q1: 52,308 shares; 2025Q2: 59,621 shares; 2025Q3: 68,934 shares; 2025Q4: 75,337 shares; 2026Q1: 75,247 shares 75,247 $6.96M <0.01% -90 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: 81,637 shares; 2024Q4: 98,384 shares; 2025Q1: 86,487 shares; 2025Q2: 88,302 shares; 2025Q3: 256,482 shares; 2025Q4: 284,415 shares; 2026Q1: 300,049 shares 300,049 $6.89M <0.01% +15,634 Timeline VSGX 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: 78,064 shares; 2024Q4: 99,824 shares; 2025Q1: 96,722 shares; 2025Q2: 85,016 shares; 2025Q3: 85,003 shares; 2025Q4: 87,631 shares; 2026Q1: 95,911 shares 95,911 $6.88M <0.01% +8,280 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 4,640 shares; 2025Q1: 5,940 shares; 2025Q2: 3,343 shares; 2025Q3: 5,185 shares; 2025Q4: 16,719 shares; 2026Q1: 25,424 shares 25,424 $6.88M <0.01% +8,705 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,688 shares; 2024Q4: 25,908 shares; 2025Q1: 110,690 shares; 2025Q2: 230,572 shares; 2025Q3: 194,066 shares; 2025Q4: 205,257 shares; 2026Q1: 223,291 shares 223,291 $6.87M <0.01% +18,034 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,582 shares; 2024Q4: 139,774 shares; 2025Q1: 143,739 shares; 2025Q2: 150,389 shares; 2025Q3: 153,697 shares; 2025Q4: 157,843 shares; 2026Q1: 159,928 shares 159,928 $6.86M <0.01% +2,085 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,532 shares; 2024Q4: 282,043 shares; 2025Q1: 72,415 shares; 2025Q2: 70,186 shares; 2025Q3: 870,552 shares; 2025Q4: 811,383 shares; 2026Q1: 110,663 shares 110,663 $6.84M <0.01% -700,720 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,958 shares; 2024Q4: 64,028 shares; 2025Q1: 217,237 shares; 2025Q2: 39,421 shares; 2025Q3: 62,587 shares; 2025Q4: 92,716 shares; 2026Q1: 398,817 shares 398,817 $6.82M <0.01% +306,101 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: 53,028 shares; 2024Q4: 53,081 shares; 2025Q1: 54,772 shares; 2025Q2: 60,230 shares; 2025Q3: 64,388 shares; 2025Q4: 65,941 shares; 2026Q1: 66,680 shares 66,680 $6.81M <0.01% +739 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,067 shares; 2024Q4: 381,419 shares; 2025Q1: 362,372 shares; 2025Q2: 363,145 shares; 2025Q3: 275,391 shares; 2025Q4: 220,938 shares; 2026Q1: 236,603 shares 236,603 $6.79M <0.01% +15,665 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 40,335 shares; 2025Q1: 35,511 shares; 2025Q2: 32,949 shares; 2025Q3: 32,776 shares; 2025Q4: 36,371 shares; 2026Q1: 36,363 shares 36,363 $6.78M <0.01% -8 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,522 shares; 2024Q4: 49,744 shares; 2025Q1: 50,253 shares; 2025Q2: 50,647 shares; 2025Q3: 48,643 shares; 2025Q4: 52,756 shares; 2026Q1: 50,915 shares 50,915 $6.73M <0.01% -1,841 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,340 shares; 2024Q4: 27,063 shares; 2025Q1: 28,457 shares; 2025Q2: 29,706 shares; 2025Q3: 30,869 shares; 2025Q4: 32,234 shares; 2026Q1: 39,783 shares 39,783 $6.73M <0.01% +7,549 Timeline PSCT 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: 17,320 shares; 2024Q4: 71,398 shares; 2025Q1: 18,768 shares; 2025Q2: 33,659 shares; 2025Q3: 92,585 shares; 2025Q4: 101,328 shares; 2026Q1: 111,650 shares 111,650 $6.71M <0.01% +10,322 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,622 shares; 2024Q4: 23,567 shares; 2025Q1: 23,645 shares; 2025Q2: 24,976 shares; 2025Q3: 23,173 shares; 2025Q4: 37,380 shares; 2026Q1: 37,079 shares 37,079 $6.68M <0.01% -301 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: 6,636 shares; 2024Q4: 18,397 shares; 2025Q1: 19,119 shares; 2025Q2: 20,029 shares; 2025Q3: 34,322 shares; 2025Q4: 43,054 shares; 2026Q1: 43,638 shares 43,638 $6.68M <0.01% +584 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,973 shares; 2024Q4: 49,734 shares; 2025Q1: 57,598 shares; 2025Q2: 65,233 shares; 2025Q3: 70,624 shares; 2025Q4: 73,662 shares; 2026Q1: 91,276 shares 91,276 $6.64M <0.01% +17,614 Timeline SNPE 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: 123,049 shares; 2024Q4: 123,255 shares; 2025Q1: 118,225 shares; 2025Q2: 104,291 shares; 2025Q3: 102,082 shares; 2025Q4: 98,259 shares; 2026Q1: 111,174 shares 111,174 $6.62M <0.01% +12,915 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: 39,623 shares; 2024Q4: 42,419 shares; 2025Q1: 44,085 shares; 2025Q2: 43,637 shares; 2025Q3: 43,575 shares; 2025Q4: 45,420 shares; 2026Q1: 50,318 shares 50,318 $6.59M <0.01% +4,898 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: 35,812 shares; 2024Q4: 37,209 shares; 2025Q1: 47,282 shares; 2025Q2: 44,616 shares; 2025Q3: 50,655 shares; 2025Q4: 57,615 shares; 2026Q1: 60,046 shares 60,046 $6.59M <0.01% +2,431 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: 120,119 shares; 2024Q4: 156,846 shares; 2025Q1: 537,069 shares; 2025Q2: 147,072 shares; 2025Q3: 241,989 shares; 2025Q4: 248,924 shares; 2026Q1: 262,901 shares 262,901 $6.57M <0.01% +13,977 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 9,402 shares; 2025Q1: 4,541 shares; 2025Q2: 62,280 shares; 2025Q3: 61,687 shares; 2025Q4: 167,284 shares; 2026Q1: 184,742 shares 184,742 $6.56M <0.01% +17,458 Timeline ONEY 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: 53,628 shares; 2024Q4: 56,102 shares; 2025Q1: 59,251 shares; 2025Q2: 58,027 shares; 2025Q3: 64,070 shares; 2025Q4: 60,250 shares; 2026Q1: 54,653 shares 54,653 $6.56M <0.01% -5,597 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: 41,306 shares; 2024Q4: 35,248 shares; 2025Q1: 35,467 shares; 2025Q2: 36,003 shares; 2025Q3: 37,854 shares; 2025Q4: 37,094 shares; 2026Q1: 35,984 shares 35,984 $6.56M <0.01% -1,110 Timeline QDEF 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: 30,665 shares; 2024Q4: 34,397 shares; 2025Q1: 41,175 shares; 2025Q2: 49,672 shares; 2025Q3: 55,669 shares; 2025Q4: 67,010 shares; 2026Q1: 82,082 shares 82,082 $6.55M <0.01% +15,072 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,821 shares; 2024Q4: 21,791 shares; 2025Q1: 22,247 shares; 2025Q2: 23,245 shares; 2025Q3: 23,769 shares; 2025Q4: 21,282 shares; 2026Q1: 22,490 shares 22,490 $6.53M <0.01% +1,208 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to 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: 230,420 shares; 2026Q1: 340,390 shares 340,390 $6.52M <0.01% +109,970 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,588 shares; 2024Q4: 271,376 shares; 2025Q1: 268,783 shares; 2025Q2: 287,385 shares; 2025Q3: 285,963 shares; 2025Q4: 305,626 shares; 2026Q1: 253,070 shares 253,070 $6.49M <0.01% -52,556 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,459 shares; 2025Q1: 68,853 shares; 2025Q2: 66,631 shares; 2025Q3: 61,618 shares; 2025Q4: 55,784 shares; 2026Q1: 53,160 shares 53,160 $6.48M <0.01% -2,624 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,166 shares; 2024Q4: 27,975 shares; 2025Q1: 27,976 shares; 2025Q2: 29,449 shares; 2025Q3: 26,027 shares; 2025Q4: 22,612 shares; 2026Q1: 22,583 shares 22,583 $6.48M <0.01% -29 Timeline GRPM 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: 177,846 shares; 2024Q4: 182,101 shares; 2025Q1: 187,372 shares; 2025Q2: 129,346 shares; 2025Q3: 115,594 shares; 2025Q4: 84,722 shares; 2026Q1: 54,592 shares 54,592 $6.45M <0.01% -30,130 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: 47,223 shares; 2024Q4: 46,751 shares; 2025Q1: 19,479 shares; 2025Q2: 17,721 shares; 2025Q3: 17,586 shares; 2025Q4: 54,897 shares; 2026Q1: 66,658 shares 66,658 $6.45M <0.01% +11,761 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,154 shares; 2024Q4: 69,247 shares; 2025Q1: 114,705 shares; 2025Q2: 142,841 shares; 2025Q3: 98,652 shares; 2025Q4: 82,886 shares; 2026Q1: 85,608 shares 85,608 $6.43M <0.01% +2,722 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,891 shares; 2024Q4: 208,530 shares; 2025Q1: 191,435 shares; 2025Q2: 199,655 shares; 2025Q3: 211,009 shares; 2025Q4: 145,232 shares; 2026Q1: 158,339 shares 158,339 $6.41M <0.01% +13,107 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,959 shares; 2024Q4: 25,518 shares; 2025Q1: 24,189 shares; 2025Q2: 23,424 shares; 2025Q3: 24,107 shares; 2025Q4: 24,705 shares; 2026Q1: 24,511 shares 24,511 $6.38M <0.01% -194 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: 180,257 shares; 2024Q4: 218,594 shares; 2025Q1: 257,618 shares; 2025Q2: 236,613 shares; 2025Q3: 254,105 shares; 2025Q4: 299,110 shares; 2026Q1: 329,402 shares 329,402 $6.36M <0.01% +30,292 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,096 shares; 2024Q4: 228,351 shares; 2025Q1: 188,840 shares; 2025Q2: 161,039 shares; 2025Q3: 121,087 shares; 2025Q4: 110,420 shares; 2026Q1: 113,627 shares 113,627 $6.32M <0.01% +3,207 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: 173,430 shares; 2024Q4: 27,155 shares; 2025Q1: 130,987 shares; 2025Q2: 137,007 shares; 2025Q3: 158,844 shares; 2025Q4: 166,935 shares; 2026Q1: 236,978 shares 236,978 $6.31M <0.01% +70,043 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 14,007 shares; 2025Q1: 13,241 shares; 2025Q2: 16,699 shares; 2025Q3: 15,358 shares; 2025Q4: 14,120 shares; 2026Q1: 19,276 shares 19,276 $6.3M <0.01% +5,156 Timeline JVAL 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: 80,950 shares; 2024Q4: 73,705 shares; 2025Q1: 74,046 shares; 2025Q2: 76,784 shares; 2025Q3: 80,932 shares; 2025Q4: 104,835 shares; 2026Q1: 128,596 shares 128,596 $6.28M <0.01% +23,761 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: 37,011 shares; 2024Q4: 60,812 shares; 2025Q1: 62,978 shares; 2025Q2: 68,094 shares; 2025Q3: 80,164 shares; 2025Q4: 128,572 shares; 2026Q1: 139,999 shares 139,999 $6.25M <0.01% +11,427 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,195 shares; 2024Q4: 481,024 shares; 2025Q1: 419,706 shares; 2025Q2: 307,825 shares; 2025Q3: 164,394 shares; 2025Q4: 97,697 shares; 2026Q1: 82,733 shares 82,733 $6.24M <0.01% -14,964 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,338 shares; 2024Q4: 204,191 shares; 2025Q1: 150,559 shares; 2025Q2: 148,252 shares; 2025Q3: 146,494 shares; 2025Q4: 146,978 shares; 2026Q1: 142,701 shares 142,701 $6.24M <0.01% -4,277 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,635 shares; 2024Q4: 255,149 shares; 2025Q1: 253,666 shares; 2025Q2: 254,266 shares; 2025Q3: 268,068 shares; 2025Q4: 269,716 shares; 2026Q1: 279,729 shares 279,729 $6.22M <0.01% +10,013 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,792 shares; 2024Q4: 102,769 shares; 2025Q1: 114,368 shares; 2025Q2: 108,277 shares; 2025Q3: 106,147 shares; 2025Q4: 106,945 shares; 2026Q1: 128,383 shares 128,383 $6.22M <0.01% +21,438 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: 20,171 shares; 2024Q4: 22,099 shares; 2025Q1: 28,224 shares; 2025Q2: 19,607 shares; 2025Q3: 23,564 shares; 2025Q4: 28,561 shares; 2026Q1: 22,996 shares 22,996 $6.13M <0.01% -5,565 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: 43,975 shares; 2024Q4: 48,215 shares; 2025Q1: 48,956 shares; 2025Q2: 51,417 shares; 2025Q3: 48,186 shares; 2025Q4: 52,000 shares; 2026Q1: 52,868 shares 52,868 $6.11M <0.01% +868 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,741 shares; 2024Q4: 23,252 shares; 2025Q1: 17,950 shares; 2025Q2: 17,166 shares; 2025Q3: 14,415 shares; 2025Q4: 14,880 shares; 2026Q1: 14,640 shares 14,640 $6.1M <0.01% -240 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,505 shares; 2024Q4: 58,505 shares; 2025Q1: 64,012 shares; 2025Q2: 69,529 shares; 2025Q3: 64,715 shares; 2025Q4: 68,654 shares; 2026Q1: 71,858 shares 71,858 $6.1M <0.01% +3,204 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: 126,994 shares; 2024Q4: 126,620 shares; 2025Q1: 133,045 shares; 2025Q2: 75,839 shares; 2025Q3: 81,283 shares; 2025Q4: 73,936 shares; 2026Q1: 81,310 shares 81,310 $6.06M <0.01% +7,374 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,036 shares; 2024Q4: 24,695 shares; 2025Q1: 26,418 shares; 2025Q2: 26,054 shares; 2025Q3: 28,091 shares; 2025Q4: 29,370 shares; 2026Q1: 42,350 shares 42,350 $6.05M <0.01% +12,980 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 358 shares; 2025Q1: 2,507 shares; 2025Q2: 1,857 shares; 2025Q3: 1,687 shares; 2025Q4: 4,213 shares; 2026Q1: 319,574 shares 319,574 $6.03M <0.01% +315,361 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: 50,581 shares; 2024Q4: 50,875 shares; 2025Q1: 59,102 shares; 2025Q2: 55,248 shares; 2025Q3: 52,337 shares; 2025Q4: 48,131 shares; 2026Q1: 61,234 shares 61,234 $6.02M <0.01% +13,103 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,318 shares; 2024Q4: 145,025 shares; 2025Q1: 137,243 shares; 2025Q2: 144,344 shares; 2025Q3: 200,624 shares; 2025Q4: 230,042 shares; 2026Q1: 275,211 shares 275,211 $6.01M <0.01% +45,169 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,953 shares; 2024Q4: 104,329 shares; 2025Q1: 98,497 shares; 2025Q2: 103,046 shares; 2025Q3: 104,599 shares; 2025Q4: 103,790 shares; 2026Q1: 103,443 shares 103,443 $5.96M <0.01% -347 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,957 shares; 2024Q4: 79,793 shares; 2025Q1: 87,859 shares; 2025Q2: 96,226 shares; 2025Q3: 109,311 shares; 2025Q4: 111,637 shares; 2026Q1: 122,231 shares 122,231 $5.91M <0.01% +10,594 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,729 shares; 2024Q4: 78,446 shares; 2025Q1: 90,854 shares; 2025Q2: 84,570 shares; 2025Q3: 123,487 shares; 2025Q4: 108,402 shares; 2026Q1: 107,000 shares 107,000 $5.91M <0.01% -1,402 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 431 shares; 2025Q1: 873 shares; 2025Q2: 5,104 shares; 2025Q3: 19,385 shares; 2025Q4: 43,329 shares; 2026Q1: 60,864 shares 60,864 $5.9M <0.01% +17,535 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,834 shares; 2025Q2: 148,330 shares; 2025Q3: 152,046 shares; 2025Q4: 153,505 shares; 2026Q1: 148,171 shares 148,171 $5.9M <0.01% -5,334 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,146 shares; 2025Q1: 9,028 shares; 2025Q2: 9,784 shares; 2025Q3: 9,968 shares; 2025Q4: 10,265 shares; 2026Q1: 10,807 shares 10,807 $5.88M <0.01% +542 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,096 shares; 2025Q1: 66,993 shares; 2025Q2: 79,977 shares; 2025Q3: 85,734 shares; 2025Q4: 90,966 shares; 2026Q1: 130,860 shares 130,860 $5.87M <0.01% +39,894 Timeline XSVM 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: 93,998 shares; 2024Q4: 97,709 shares; 2025Q1: 104,874 shares; 2025Q2: 103,380 shares; 2025Q3: 95,189 shares; 2025Q4: 108,321 shares; 2026Q1: 97,330 shares 97,330 $5.87M <0.01% -10,991 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,917 shares; 2024Q4: 50,780 shares; 2025Q1: 63,511 shares; 2025Q2: 59,218 shares; 2025Q3: 66,278 shares; 2025Q4: 74,378 shares; 2026Q1: 70,960 shares 70,960 $5.85M <0.01% -3,418 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: 7,346 shares; 2024Q4: 11,541 shares; 2025Q1: 12,079 shares; 2025Q2: 17,863 shares; 2025Q3: 44,239 shares; 2025Q4: 46,369 shares; 2026Q1: 127,340 shares 127,340 $5.84M <0.01% +80,971 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,183 shares; 2024Q4: 15,290 shares; 2025Q1: 14,991 shares; 2025Q2: 50,345 shares; 2025Q3: 55,351 shares; 2025Q4: 57,134 shares; 2026Q1: 68,672 shares 68,672 $5.83M <0.01% +11,538 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 308,606 shares 308,606 $5.81M <0.01% +307,736 Timeline NANR 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: 34,276 shares; 2024Q4: 37,972 shares; 2025Q1: 49,454 shares; 2025Q2: 60,390 shares; 2025Q3: 64,230 shares; 2025Q4: 63,683 shares; 2026Q1: 69,038 shares 69,038 $5.8M <0.01% +5,355 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: 101,160 shares; 2024Q4: 93,414 shares; 2025Q1: 102,893 shares; 2025Q2: 120,663 shares; 2025Q3: 116,680 shares; 2025Q4: 129,285 shares; 2026Q1: 123,338 shares 123,338 $5.8M <0.01% -5,947 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: 59,939 shares; 2024Q4: 72,759 shares; 2025Q1: 82,903 shares; 2025Q2: 69,335 shares; 2025Q3: 78,159 shares; 2025Q4: 93,254 shares; 2026Q1: 80,142 shares 80,142 $5.75M <0.01% -13,112 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: 12 shares; 2024Q4: 66 shares; 2025Q1: 10,899 shares; 2025Q2: 42,648 shares; 2025Q3: 46,483 shares; 2025Q4: 78,664 shares; 2026Q1: 116,510 shares 116,510 $5.75M <0.01% +37,846 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,406 shares; 2024Q4: 268,193 shares; 2025Q1: 184,077 shares; 2025Q2: 172,339 shares; 2025Q3: 90,335 shares; 2025Q4: 90,873 shares; 2026Q1: 85,100 shares 85,100 $5.75M <0.01% -5,773 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 30,274 shares; 2025Q1: 31,681 shares; 2025Q2: 34,721 shares; 2025Q3: 37,591 shares; 2025Q4: 37,042 shares; 2026Q1: 37,284 shares 37,284 $5.75M <0.01% +242 Timeline CATH 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: 23,924 shares; 2024Q4: 25,009 shares; 2025Q1: 26,873 shares; 2025Q2: 28,732 shares; 2025Q3: 30,359 shares; 2025Q4: 66,989 shares; 2026Q1: 73,455 shares 73,455 $5.74M <0.01% +6,466 Timeline VWOB 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: 10,033 shares; 2024Q4: 12,496 shares; 2025Q1: 16,601 shares; 2025Q2: 18,560 shares; 2025Q3: 13,584 shares; 2025Q4: 20,388 shares; 2026Q1: 87,315 shares 87,315 $5.74M <0.01% +66,927 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,538 shares; 2025Q1: 9,840 shares; 2025Q2: 10,770 shares; 2025Q3: 14,763 shares; 2025Q4: 13,913 shares; 2026Q1: 14,471 shares 14,471 $5.7M <0.01% +558 Timeline FQAL 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: 27,869 shares; 2024Q4: 26,501 shares; 2025Q1: 26,028 shares; 2025Q2: 26,501 shares; 2025Q3: 25,973 shares; 2025Q4: 78,050 shares; 2026Q1: 78,174 shares 78,174 $5.68M <0.01% +124 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,482 shares; 2025Q1: 23,567 shares; 2025Q2: 28,213 shares; 2025Q3: 24,596 shares; 2025Q4: 20,335 shares; 2026Q1: 74,997 shares 74,997 $5.55M <0.01% +54,662 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,479 shares; 2024Q4: 49,467 shares; 2025Q1: 42,595 shares; 2025Q2: 66,130 shares; 2025Q3: 68,395 shares; 2025Q4: 71,570 shares; 2026Q1: 65,912 shares 65,912 $5.52M <0.01% -5,658 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,965 shares; 2024Q4: 25,959 shares; 2025Q1: 56,868 shares; 2025Q2: 88,221 shares; 2025Q3: 83,564 shares; 2025Q4: 139,337 shares; 2026Q1: 180,186 shares 180,186 $5.5M <0.01% +40,849 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: 49,443 shares; 2024Q4: 67,112 shares; 2025Q1: 98,729 shares; 2025Q2: 115,765 shares; 2025Q3: 118,722 shares; 2025Q4: 171,316 shares; 2026Q1: 235,769 shares 235,769 $5.5M <0.01% +64,453 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: 50,475 shares; 2024Q4: 48,411 shares; 2025Q1: 49,006 shares; 2025Q2: 50,334 shares; 2025Q3: 48,609 shares; 2025Q4: 56,531 shares; 2026Q1: 56,990 shares 56,990 $5.5M <0.01% +459 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,732 shares; 2024Q4: 32,029 shares; 2025Q1: 31,614 shares; 2025Q2: 38,316 shares; 2025Q3: 41,114 shares; 2025Q4: 38,130 shares; 2026Q1: 31,688 shares 31,688 $5.5M <0.01% -6,442 Timeline BUG 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: 99,445 shares; 2024Q4: 114,236 shares; 2025Q1: 109,802 shares; 2025Q2: 114,077 shares; 2025Q3: 120,372 shares; 2025Q4: 169,529 shares; 2026Q1: 218,224 shares 218,224 $5.48M <0.01% +48,695 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 32,876 shares; 2025Q1: 41,663 shares; 2025Q2: 52,349 shares; 2025Q3: 54,392 shares; 2025Q4: 53,062 shares; 2026Q1: 55,076 shares 55,076 $5.43M <0.01% +2,014 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,784 shares; 2024Q4: 366,912 shares; 2025Q1: 366,820 shares; 2025Q2: 405,800 shares; 2025Q3: 527,208 shares; 2025Q4: 455,296 shares; 2026Q1: 467,763 shares 467,763 $5.4M <0.01% +12,467 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955,843 shares; 2024Q4: 957,808 shares; 2025Q1: 217,275 shares; 2025Q2: 120,494 shares; 2025Q3: 103,952 shares; 2025Q4: 95,710 shares; 2026Q1: 91,461 shares 91,461 $5.38M <0.01% -4,249 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,146 shares; 2024Q4: 23,536 shares; 2025Q1: 27,351 shares; 2025Q2: 30,078 shares; 2025Q3: 38,798 shares; 2025Q4: 46,012 shares; 2026Q1: 43,773 shares 43,773 $5.35M <0.01% -2,239 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,877 shares; 2025Q1: 8,833 shares; 2025Q2: 111,135 shares; 2025Q3: 111,745 shares; 2025Q4: 115,842 shares; 2026Q1: 57,865 shares 57,865 $5.34M <0.01% -57,977 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 159,178 shares; 2025Q1: 38,651 shares; 2025Q2: 43,013 shares; 2025Q3: 46,250 shares; 2025Q4: 48,456 shares; 2026Q1: 46,031 shares 46,031 $5.33M <0.01% -2,425 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 30,036 shares; 2025Q1: 37,898 shares; 2025Q2: 49,235 shares; 2025Q3: 55,296 shares; 2025Q4: 65,126 shares; 2026Q1: 67,240 shares 67,240 $5.29M <0.01% +2,114 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,306 shares; 2024Q4: 68,370 shares; 2025Q1: 64,883 shares; 2025Q2: 62,754 shares; 2025Q3: 62,203 shares; 2025Q4: 66,782 shares; 2026Q1: 79,115 shares 79,115 $5.26M <0.01% +12,333 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,724 shares; 2026Q1: 54,772 shares 54,772 $5.25M <0.01% +12,048 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,028 shares; 2024Q4: 44,189 shares; 2025Q1: 49,913 shares; 2025Q2: 55,032 shares; 2025Q3: 47,722 shares; 2025Q4: 53,256 shares; 2026Q1: 56,234 shares 56,234 $5.25M <0.01% +2,978 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,282 shares; 2024Q4: 44,064 shares; 2025Q1: 26,952 shares; 2025Q2: 27,716 shares; 2025Q3: 26,298 shares; 2025Q4: 26,256 shares; 2026Q1: 26,517 shares 26,517 $5.24M <0.01% +261 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: 11,045 shares; 2024Q4: 11,684 shares; 2025Q1: 13,342 shares; 2025Q2: 17,792 shares; 2025Q3: 57,913 shares; 2025Q4: 54,396 shares; 2026Q1: 46,916 shares 46,916 $5.2M <0.01% -7,480 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 890 shares; 2025Q3: 7,984 shares; 2025Q4: 16,959 shares; 2026Q1: 58,961 shares 58,961 $5.19M <0.01% +42,002 Timeline OUSM 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: 55,133 shares; 2024Q4: 62,882 shares; 2025Q1: 74,447 shares; 2025Q2: 110,166 shares; 2025Q3: 118,580 shares; 2025Q4: 117,314 shares; 2026Q1: 118,269 shares 118,269 $5.17M <0.01% +955 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,894 shares; 2024Q4: 78,894 shares; 2025Q1: 78,894 shares; 2025Q2: 78,894 shares; 2025Q3: 58,894 shares; 2025Q4: 48,894 shares; 2026Q1: 49,020 shares 49,020 $5.17M <0.01% +126 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 105,322 shares; 2025Q1: 122,384 shares; 2025Q2: 146,993 shares; 2025Q3: 170,265 shares; 2025Q4: 219,234 shares; 2026Q1: 215,045 shares 215,045 $5.16M <0.01% -4,189 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 23,323 shares; 2025Q1: 30,267 shares; 2025Q2: 40,110 shares; 2025Q3: 42,708 shares; 2025Q4: 43,568 shares; 2026Q1: 44,226 shares 44,226 $5.14M <0.01% +658 Timeline EMQQ 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: 93,301 shares; 2024Q4: 85,494 shares; 2025Q1: 79,347 shares; 2025Q2: 78,407 shares; 2025Q3: 80,811 shares; 2025Q4: 104,911 shares; 2026Q1: 154,903 shares 154,903 $5.12M <0.01% +49,992 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 121,292 shares; 2025Q1: 117,864 shares; 2025Q2: 126,495 shares; 2025Q3: 117,204 shares; 2025Q4: 120,268 shares; 2026Q1: 112,434 shares 112,434 $5.12M <0.01% -7,834 Timeline BKLN 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: 190,643 shares; 2024Q4: 209,642 shares; 2025Q1: 211,491 shares; 2025Q2: 196,915 shares; 2025Q3: 235,345 shares; 2025Q4: 246,560 shares; 2026Q1: 250,322 shares 250,322 $5.11M <0.01% +3,762 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 13,909 shares; 2025Q1: 13,762 shares; 2025Q2: 15,876 shares; 2025Q3: 17,072 shares; 2025Q4: 18,358 shares; 2026Q1: 18,759 shares 18,759 $5.11M <0.01% +401 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: 33,990 shares; 2024Q4: 34,882 shares; 2025Q1: 36,979 shares; 2025Q2: 38,570 shares; 2025Q3: 42,359 shares; 2025Q4: 47,322 shares; 2026Q1: 52,249 shares 52,249 $5.1M <0.01% +4,927 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,492 shares; 2024Q4: 36,525 shares; 2025Q1: 40,476 shares; 2025Q2: 816 shares; 2025Q3: 822 shares; 2025Q4: 39,336 shares; 2026Q1: 43,363 shares 43,363 $5.1M <0.01% +4,027 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 176,104 shares; 2025Q1: 193,307 shares; 2025Q2: 202,047 shares; 2025Q3: 214,497 shares; 2025Q4: 214,658 shares; 2026Q1: 246,990 shares 246,990 $5.09M <0.01% +32,332 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,501 shares; 2024Q4: 203,528 shares; 2025Q1: 218,329 shares; 2025Q2: 253,695 shares; 2025Q3: 259,461 shares; 2025Q4: 270,571 shares; 2026Q1: 199,880 shares 199,880 $5.08M <0.01% -70,691 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,207 shares; 2024Q4: 48,787 shares; 2025Q1: 52,009 shares; 2025Q2: 49,715 shares; 2025Q3: 55,825 shares; 2025Q4: 63,753 shares; 2026Q1: 33,632 shares 33,632 $5.07M <0.01% -30,121 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,177 shares; 2024Q4: 194,007 shares; 2025Q1: 197,351 shares; 2025Q2: 223,394 shares; 2025Q3: 234,577 shares; 2025Q4: 239,896 shares; 2026Q1: 108,470 shares 108,470 $5.07M <0.01% -131,426 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 171,657 shares; 2025Q1: 188,273 shares; 2025Q2: 198,068 shares; 2025Q3: 212,803 shares; 2025Q4: 215,295 shares; 2026Q1: 237,436 shares 237,436 $5.02M <0.01% +22,141 Timeline DFAR 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: 201 shares; 2024Q4: 76,101 shares; 2025Q1: 98,812 shares; 2025Q2: 189,278 shares; 2025Q3: 201,722 shares; 2025Q4: 219,517 shares; 2026Q1: 211,970 shares 211,970 $5.01M <0.01% -7,547 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 24,187 shares; 2025Q1: 29,948 shares; 2025Q2: 49,910 shares; 2025Q3: 44,863 shares; 2025Q4: 47,182 shares; 2026Q1: 42,273 shares 42,273 $5.01M <0.01% -4,909 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,769 shares; 2024Q4: 421,769 shares; 2025Q1: 421,769 shares; 2025Q2: 421,769 shares; 2025Q3: 422,137 shares; 2025Q4: 421,784 shares; 2026Q1: 421,769 shares 421,769 $4.97M <0.01% -15 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 13,060 shares; 2025Q1: 6,472 shares; 2025Q2: 6,738 shares; 2025Q3: 5,825 shares; 2025Q4: 6,086 shares; 2026Q1: 6,816 shares 6,816 $4.97M <0.01% +730 Timeline JHML 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: 79,700 shares; 2024Q4: 75,990 shares; 2025Q1: 74,891 shares; 2025Q2: 70,935 shares; 2025Q3: 68,160 shares; 2025Q4: 63,535 shares; 2026Q1: 63,441 shares 63,441 $4.97M <0.01% -94 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 10,361 shares; 2025Q1: 10,796 shares; 2025Q2: 11,732 shares; 2025Q3: 16,585 shares; 2025Q4: 30,857 shares; 2026Q1: 48,570 shares 48,570 $4.94M <0.01% +17,713 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 4,781 shares; 2025Q1: 3,161 shares; 2025Q2: 3,695 shares; 2025Q3: 4,257 shares; 2025Q4: 25,731 shares; 2026Q1: 22,736 shares 22,736 $4.93M <0.01% -2,995 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,430 shares; 2026Q1: 54,112 shares 54,112 $4.92M <0.01% -3,318 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 174,831 shares; 2025Q1: 191,542 shares; 2025Q2: 194,085 shares; 2025Q3: 204,247 shares; 2025Q4: 208,957 shares; 2026Q1: 237,616 shares 237,616 $4.92M <0.01% +28,659 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: 32,649 shares; 2024Q4: 61,968 shares; 2025Q1: 38,717 shares; 2025Q2: 64,828 shares; 2025Q3: 104,363 shares; 2025Q4: 87,025 shares; 2026Q1: 97,985 shares 97,985 $4.91M <0.01% +10,960 Timeline QTEC 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: 63,724 shares; 2024Q4: 67,749 shares; 2025Q1: 65,201 shares; 2025Q2: 49,450 shares; 2025Q3: 48,063 shares; 2025Q4: 48,534 shares; 2026Q1: 22,656 shares 22,656 $4.89M <0.01% -25,878 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: 29,926 shares; 2024Q4: 31,110 shares; 2025Q1: 32,345 shares; 2025Q2: 48,252 shares; 2025Q3: 46,111 shares; 2025Q4: 50,220 shares; 2026Q1: 52,122 shares 52,122 $4.89M <0.01% +1,902 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,084 shares; 2024Q4: 61,845 shares; 2025Q1: 55,590 shares; 2025Q2: 54,171 shares; 2025Q3: 79,568 shares; 2025Q4: 109,446 shares; 2026Q1: 116,745 shares 116,745 $4.89M <0.01% +7,299 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,043 shares; 2024Q4: 55,892 shares; 2025Q1: 56,125 shares; 2025Q2: 61,779 shares; 2025Q3: 59,214 shares; 2025Q4: 60,556 shares; 2026Q1: 59,676 shares 59,676 $4.88M <0.01% -880 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: 136,924 shares; 2024Q4: 145,076 shares; 2025Q1: 129,668 shares; 2025Q2: 137,223 shares; 2025Q3: 126,068 shares; 2025Q4: 84,927 shares; 2026Q1: 95,077 shares 95,077 $4.81M <0.01% +10,150 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: 55,785 shares; 2024Q4: 132,025 shares; 2025Q1: 154,594 shares; 2025Q2: 155,562 shares; 2025Q3: 158,532 shares; 2025Q4: 116,865 shares; 2026Q1: 113,256 shares 113,256 $4.79M <0.01% -3,609 Timeline MDYV 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: 54,126 shares; 2024Q4: 55,950 shares; 2025Q1: 55,250 shares; 2025Q2: 53,576 shares; 2025Q3: 55,511 shares; 2025Q4: 55,869 shares; 2026Q1: 56,143 shares 56,143 $4.78M <0.01% +274 Timeline PKB 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: 37,249 shares; 2024Q4: 61,414 shares; 2025Q1: 58,243 shares; 2025Q2: 52,542 shares; 2025Q3: 64,467 shares; 2025Q4: 73,650 shares; 2026Q1: 48,958 shares 48,958 $4.78M <0.01% -24,692 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 3,822 shares; 2025Q3: 33,297 shares; 2025Q4: 91,873 shares; 2026Q1: 66,576 shares 66,576 $4.77M <0.01% -25,297 Timeline XMLV 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: 85,837 shares; 2024Q4: 84,871 shares; 2025Q1: 76,795 shares; 2025Q2: 81,746 shares; 2025Q3: 76,026 shares; 2025Q4: 81,088 shares; 2026Q1: 75,190 shares 75,190 $4.73M <0.01% -5,898 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,321 shares; 2024Q4: 115,486 shares; 2025Q1: 130,605 shares; 2025Q2: 145,270 shares; 2025Q3: 164,702 shares; 2025Q4: 192,063 shares; 2026Q1: 228,208 shares 228,208 $4.66M <0.01% +36,145 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,547 shares; 2026Q1: 114,558 shares 114,558 $4.64M <0.01% +4,011 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,056 shares; 2025Q2: 12,180 shares; 2025Q3: 5,509 shares; 2025Q4: 27,130 shares; 2026Q1: 27,331 shares 27,331 $4.63M <0.01% +201 Timeline QEFA 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: 40,295 shares; 2024Q4: 33,197 shares; 2025Q1: 32,351 shares; 2025Q2: 39,435 shares; 2025Q3: 40,533 shares; 2025Q4: 43,329 shares; 2026Q1: 49,558 shares 49,558 $4.62M <0.01% +6,229 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,046 shares; 2024Q4: 233,931 shares; 2025Q1: 210,070 shares; 2025Q2: 177,285 shares; 2025Q3: 132,798 shares; 2025Q4: 128,227 shares; 2026Q1: 125,782 shares 125,782 $4.62M <0.01% -2,445 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,159 shares; 2024Q4: 22,115 shares; 2025Q1: 19,332 shares; 2025Q2: 22,830 shares; 2025Q3: 26,346 shares; 2025Q4: 29,937 shares; 2026Q1: 36,711 shares 36,711 $4.62M <0.01% +6,774 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,948 shares; 2024Q4: 50,153 shares; 2025Q1: 94,799 shares; 2025Q2: 46,002 shares; 2025Q3: 56,008 shares; 2025Q4: 57,979 shares; 2026Q1: 57,517 shares 57,517 $4.61M <0.01% -462 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: 117,820 shares; 2024Q4: 167,374 shares; 2025Q1: 132,175 shares; 2025Q2: 144,422 shares; 2025Q3: 162,546 shares; 2025Q4: 179,023 shares; 2026Q1: 204,152 shares 204,152 $4.57M <0.01% +25,129 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 14,026 shares; 2025Q1: 27,588 shares; 2025Q2: 43,522 shares; 2025Q3: 47,402 shares; 2025Q4: 49,050 shares; 2026Q1: 41,002 shares 41,002 $4.57M <0.01% -8,048 Timeline DOL 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: 98,382 shares; 2024Q4: 106,920 shares; 2025Q1: 115,248 shares; 2025Q2: 120,462 shares; 2025Q3: 121,415 shares; 2025Q4: 64,835 shares; 2026Q1: 67,060 shares 67,060 $4.56M <0.01% +2,225 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,043 shares; 2025Q1: 5,667 shares; 2025Q2: 6,697 shares; 2025Q3: 7,361 shares; 2025Q4: 7,684 shares; 2026Q1: 8,452 shares 8,452 $4.56M <0.01% +768 Timeline TDIV 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: 18,641 shares; 2024Q4: 16,626 shares; 2025Q1: 15,482 shares; 2025Q2: 14,998 shares; 2025Q3: 29,591 shares; 2025Q4: 31,788 shares; 2026Q1: 48,526 shares 48,526 $4.54M <0.01% +16,738 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,184 shares; 2024Q4: 22,179 shares; 2025Q1: 21,177 shares; 2025Q2: 20,701 shares; 2025Q3: 20,252 shares; 2025Q4: 26,351 shares; 2026Q1: 27,905 shares 27,905 $4.51M <0.01% +1,554 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 110,123 shares; 2025Q1: 122,347 shares; 2025Q2: 119,615 shares; 2025Q3: 310,980 shares; 2025Q4: 309,591 shares; 2026Q1: 369,975 shares 369,975 $4.51M <0.01% +60,384 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,768 shares; 2024Q4: 82,712 shares; 2025Q1: 75,681 shares; 2025Q2: 8,205 shares; 2025Q3: 51,019 shares; 2025Q4: 75,074 shares; 2026Q1: 75,906 shares 75,906 $4.48M <0.01% +832 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,830 shares; 2024Q4: 40,591 shares; 2025Q1: 108,153 shares; 2025Q2: 87,473 shares; 2025Q3: 96,012 shares; 2025Q4: 103,824 shares; 2026Q1: 112,837 shares 112,837 $4.48M <0.01% +9,013 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,912 shares; 2024Q4: 26,779 shares; 2025Q1: 26,566 shares; 2025Q2: 25,614 shares; 2025Q3: 24,137 shares; 2025Q4: 20,526 shares; 2026Q1: 20,849 shares 20,849 $4.48M <0.01% +323 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,898 shares 163,898 $4.45M <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,682 shares; 2024Q4: 13,073 shares; 2025Q1: 12,828 shares; 2025Q2: 14,779 shares; 2025Q3: 14,278 shares; 2025Q4: 14,458 shares; 2026Q1: 15,993 shares 15,993 $4.44M <0.01% +1,535 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 12,702 shares; 2025Q1: 12,162 shares; 2025Q2: 12,210 shares; 2025Q3: 12,836 shares; 2025Q4: 13,632 shares; 2026Q1: 15,025 shares 15,025 $4.44M <0.01% +1,393 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 32,911 shares; 2025Q1: 34,024 shares; 2025Q2: 35,032 shares; 2025Q3: 36,499 shares; 2025Q4: 39,087 shares; 2026Q1: 42,966 shares 42,966 $4.43M <0.01% +3,879 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,516 shares; 2025Q1: 87,693 shares; 2025Q2: 98,138 shares; 2025Q3: 101,421 shares; 2025Q4: 134,221 shares; 2026Q1: 14,676 shares 14,676 $4.41M <0.01% -119,545 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: 438,233 shares; 2024Q4: 376,456 shares; 2025Q1: 403,391 shares; 2025Q2: 186,142 shares; 2025Q3: 189,146 shares; 2025Q4: 174,408 shares; 2026Q1: 119,596 shares 119,596 $4.4M <0.01% -54,812 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,523 shares; 2024Q4: 43,038 shares; 2025Q1: 56,740 shares; 2025Q2: 40,141 shares; 2025Q3: 28,661 shares; 2025Q4: 30,048 shares; 2026Q1: 30,262 shares 30,262 $4.37M <0.01% +214 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: 264,690 shares; 2024Q4: 204,575 shares; 2025Q1: 190,739 shares; 2025Q2: 186,180 shares; 2025Q3: 195,012 shares; 2025Q4: 206,188 shares; 2026Q1: 254,766 shares 254,766 $4.37M <0.01% +48,578 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,453 shares; 2024Q4: 27,573 shares; 2025Q1: 31,751 shares; 2025Q2: 34,129 shares; 2025Q3: 34,645 shares; 2025Q4: 33,435 shares; 2026Q1: 53,855 shares 53,855 $4.36M <0.01% +20,420 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,369 shares; 2024Q4: 46,477 shares; 2025Q1: 47,040 shares; 2025Q2: 49,010 shares; 2025Q3: 47,503 shares; 2025Q4: 50,027 shares; 2026Q1: 51,753 shares 51,753 $4.33M <0.01% +1,726 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 20,935 shares; 2025Q1: 8,349 shares; 2025Q2: 10,296 shares; 2025Q3: 10,271 shares; 2025Q4: 9,687 shares; 2026Q1: 9,930 shares 9,930 $4.31M <0.01% +243 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 8,161 shares; 2025Q1: 7,979 shares; 2025Q2: 8,313 shares; 2025Q3: 15,697 shares; 2025Q4: 19,278 shares; 2026Q1: 21,974 shares 21,974 $4.31M <0.01% +2,696 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,247 shares; 2024Q4: 24,827 shares; 2025Q1: 31,900 shares; 2025Q2: 33,886 shares; 2025Q3: 48,122 shares; 2025Q4: 43,964 shares; 2026Q1: 71,000 shares 71,000 $4.29M <0.01% +27,036 Timeline PFXF 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: 353,286 shares; 2024Q4: 331,698 shares; 2025Q1: 261,917 shares; 2025Q2: 178,117 shares; 2025Q3: 190,581 shares; 2025Q4: 208,125 shares; 2026Q1: 243,501 shares 243,501 $4.27M <0.01% +35,376 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 18,840 shares; 2025Q1: 20,973 shares; 2025Q2: 26,958 shares; 2025Q3: 37,797 shares; 2025Q4: 77,894 shares; 2026Q1: 168,665 shares 168,665 $4.26M <0.01% +90,771 Timeline JMSI 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: 61,409 shares; 2024Q4: 56,709 shares; 2025Q1: 61,887 shares; 2025Q2: 56,156 shares; 2025Q3: 70,124 shares; 2025Q4: 69,172 shares; 2026Q1: 85,411 shares 85,411 $4.25M <0.01% +16,239 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,068 shares; 2024Q4: 44,457 shares; 2025Q1: 45,198 shares; 2025Q2: 46,047 shares; 2025Q3: 46,015 shares; 2025Q4: 44,654 shares; 2026Q1: 45,961 shares 45,961 $4.23M <0.01% +1,307 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: 843 shares; 2024Q4: 773 shares; 2025Q1: 795 shares; 2025Q2: 448 shares; 2025Q3: 702 shares; 2025Q4: 7,804 shares; 2026Q1: 71,686 shares 71,686 $4.23M <0.01% +63,882 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,735 shares; 2024Q4: 23,207 shares; 2025Q1: 21,694 shares; 2025Q2: 20,711 shares; 2025Q3: 17,498 shares; 2025Q4: 13,069 shares; 2026Q1: 13,043 shares 13,043 $4.21M <0.01% -26 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: 1,625 shares; 2024Q4: 2,341 shares; 2025Q1: 2,263 shares; 2025Q2: 10,042 shares; 2025Q3: 34,091 shares; 2025Q4: 61,356 shares; 2026Q1: 93,220 shares 93,220 $4.2M <0.01% +31,864 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,545 shares; 2024Q4: 71,829 shares; 2025Q1: 77,275 shares; 2025Q2: 77,094 shares; 2025Q3: 78,191 shares; 2025Q4: 84,515 shares; 2026Q1: 121,900 shares 121,900 $4.2M <0.01% +37,385 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,088 shares; 2024Q4: 58,267 shares; 2025Q1: 55,972 shares; 2025Q2: 59,964 shares; 2025Q3: 57,198 shares; 2025Q4: 54,012 shares; 2026Q1: 49,221 shares 49,221 $4.2M <0.01% -4,791 Timeline IVOG 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: 12,125 shares; 2024Q4: 12,556 shares; 2025Q1: 17,144 shares; 2025Q2: 27,939 shares; 2025Q3: 30,248 shares; 2025Q4: 33,184 shares; 2026Q1: 33,493 shares 33,493 $4.19M <0.01% +309 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,344 shares; 2024Q4: 98,355 shares; 2025Q1: 124,518 shares; 2025Q2: 145,036 shares; 2025Q3: 110,618 shares; 2025Q4: 96,294 shares; 2026Q1: 99,752 shares 99,752 $4.15M <0.01% +3,458 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,642 shares; 2024Q4: 67,106 shares; 2025Q1: 66,598 shares; 2025Q2: 63,820 shares; 2025Q3: 64,777 shares; 2025Q4: 66,914 shares; 2026Q1: 84,653 shares 84,653 $4.15M <0.01% +17,739 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 10,299 shares; 2025Q1: 9,621 shares; 2025Q2: 9,806 shares; 2025Q3: 9,203 shares; 2025Q4: 11,398 shares; 2026Q1: 14,968 shares 14,968 $4.12M <0.01% +3,570 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: 99,052 shares; 2024Q4: 92,469 shares; 2025Q1: 100,514 shares; 2025Q2: 84,400 shares; 2025Q3: 100,198 shares; 2025Q4: 117,108 shares; 2026Q1: 129,779 shares 129,779 $4.11M <0.01% +12,671 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 42,541 shares; 2025Q1: 49,509 shares; 2025Q2: 38,822 shares; 2025Q3: 40,122 shares; 2025Q4: 46,394 shares; 2026Q1: 44,023 shares 44,023 $4.11M <0.01% -2,371 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,496 shares; 2024Q4: 20,253 shares; 2025Q1: 20,563 shares; 2025Q2: 24,976 shares; 2025Q3: 37,607 shares; 2025Q4: 53,018 shares; 2026Q1: 60,236 shares 60,236 $4.1M <0.01% +7,218 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: 4,490 shares; 2024Q4: 5,606 shares; 2025Q1: 9,402 shares; 2025Q2: 43,088 shares; 2025Q3: 72,966 shares; 2025Q4: 80,113 shares; 2026Q1: 93,728 shares 93,728 $4.09M <0.01% +13,615 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,760 shares; 2024Q4: 38,440 shares; 2025Q1: 36,547 shares; 2025Q2: 28,742 shares; 2025Q3: 26,478 shares; 2025Q4: 22,266 shares; 2026Q1: 24,149 shares 24,149 $4.08M <0.01% +1,883 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,859 shares; 2024Q4: 16,126 shares; 2025Q1: 20,340 shares; 2025Q2: 21,168 shares; 2025Q3: 25,373 shares; 2025Q4: 23,150 shares; 2026Q1: 19,612 shares 19,612 $4.08M <0.01% -3,538 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,353 shares; 2024Q4: 97,767 shares; 2025Q1: 116,496 shares; 2025Q2: 127,781 shares; 2025Q3: 156,780 shares; 2025Q4: 159,256 shares; 2026Q1: 205,799 shares 205,799 $4.04M <0.01% +46,543 Timeline DFAX 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: 31,275 shares; 2024Q4: 51,866 shares; 2025Q1: 66,668 shares; 2025Q2: 79,886 shares; 2025Q3: 77,933 shares; 2025Q4: 80,487 shares; 2026Q1: 118,709 shares 118,709 $4.03M <0.01% +38,222 Timeline FLIN 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: 41,664 shares; 2024Q4: 57,525 shares; 2025Q1: 128,646 shares; 2025Q2: 189,225 shares; 2025Q3: 198,566 shares; 2025Q4: 204,264 shares; 2026Q1: 121,252 shares 121,252 $4.03M <0.01% -83,012 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 39,541 shares; 2025Q1: 20,273 shares; 2025Q2: 55,930 shares; 2025Q3: 54,148 shares; 2025Q4: 57,126 shares; 2026Q1: 63,606 shares 63,606 $4.01M <0.01% +6,480 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: 23,902 shares; 2025Q3: 50,591 shares; 2025Q4: 51,417 shares; 2026Q1: 61,812 shares 61,812 $3.97M <0.01% +10,395 Timeline DRIV 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: 167,417 shares; 2024Q4: 89,106 shares; 2025Q1: 87,688 shares; 2025Q2: 81,977 shares; 2025Q3: 78,391 shares; 2025Q4: 74,751 shares; 2026Q1: 130,010 shares 130,010 $3.97M <0.01% +55,259 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: 5,166 shares; 2024Q4: 5,933 shares; 2025Q1: 6,300 shares; 2025Q2: 7,735 shares; 2025Q3: 24,544 shares; 2025Q4: 46,205 shares; 2026Q1: 36,316 shares 36,316 $3.96M <0.01% -9,889 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: 12,397 shares; 2024Q4: 12,547 shares; 2025Q1: 13,037 shares; 2025Q2: 11,532 shares; 2025Q3: 8,307 shares; 2025Q4: 8,300 shares; 2026Q1: 8,856 shares 8,856 $3.95M <0.01% +556 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: 20,871 shares; 2024Q4: 16,844 shares; 2025Q1: 18,137 shares; 2025Q2: 17,317 shares; 2025Q3: 20,107 shares; 2025Q4: 20,826 shares; 2026Q1: 31,087 shares 31,087 $3.95M <0.01% +10,261 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,927 shares; 2024Q4: 37,731 shares; 2025Q1: 39,436 shares; 2025Q2: 80,846 shares; 2025Q3: 82,659 shares; 2025Q4: 96,120 shares; 2026Q1: 84,957 shares 84,957 $3.94M <0.01% -11,163 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 2,100 shares; 2025Q1: 1,830 shares; 2025Q2: 8,987 shares; 2025Q3: 56,385 shares; 2025Q4: 70,421 shares; 2026Q1: 79,159 shares 79,159 $3.94M <0.01% +8,738 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,631 shares; 2025Q1: 9,958 shares; 2025Q2: 16,922 shares; 2025Q3: 212,049 shares; 2025Q4: 219,445 shares; 2026Q1: 18,846 shares 18,846 $3.93M <0.01% -200,599 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,758 shares; 2025Q1: 23,390 shares; 2025Q2: 22,213 shares; 2025Q3: 22,426 shares; 2025Q4: 23,296 shares; 2026Q1: 24,762 shares 24,762 $3.85M <0.01% +1,466 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,925 shares; 2024Q4: 82,500 shares; 2025Q1: 82,487 shares; 2025Q2: 83,008 shares; 2025Q3: 78,595 shares; 2025Q4: 83,852 shares; 2026Q1: 83,507 shares 83,507 $3.82M <0.01% -345 Timeline ARKQ 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: 2,025 shares; 2024Q4: 1,937 shares; 2025Q1: 3,036 shares; 2025Q2: 3,644 shares; 2025Q3: 7,947 shares; 2025Q4: 10,165 shares; 2026Q1: 33,915 shares 33,915 $3.81M <0.01% +23,750 Timeline BBEU 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: 10,420 shares; 2024Q4: 10,684 shares; 2025Q1: 11,339 shares; 2025Q2: 51,666 shares; 2025Q3: 55,534 shares; 2025Q4: 50,994 shares; 2026Q1: 52,425 shares 52,425 $3.8M <0.01% +1,431 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,602 shares; 2024Q4: 22,357 shares; 2025Q1: 22,357 shares; 2025Q2: 22,357 shares; 2025Q3: 342,357 shares; 2025Q4: 342,357 shares; 2026Q1: 364,958 shares 364,958 $3.8M <0.01% +22,601 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 90,946 shares; 2025Q1: 82,624 shares; 2025Q2: 85,158 shares; 2025Q3: 83,826 shares; 2025Q4: 82,591 shares; 2026Q1: 83,162 shares 83,162 $3.77M <0.01% +571 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,160 shares; 2025Q1: 7,751 shares; 2025Q2: 18,977 shares; 2025Q3: 11,525 shares; 2025Q4: 9,774 shares; 2026Q1: 34,522 shares 34,522 $3.77M <0.01% +24,748 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 8,914 shares; 2025Q1: 8,595 shares; 2025Q2: 8,777 shares; 2025Q3: 8,671 shares; 2025Q4: 8,099 shares; 2026Q1: 8,436 shares 8,436 $3.75M <0.01% +337 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,804 shares; 2025Q1: 55,122 shares; 2025Q2: 71,963 shares; 2025Q3: 107,514 shares; 2025Q4: 127,843 shares; 2026Q1: 164,519 shares 164,519 $3.75M <0.01% +36,676 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,579 shares; 2025Q1: 22,802 shares; 2025Q2: 30,762 shares; 2025Q3: 33,671 shares; 2025Q4: 44,172 shares; 2026Q1: 51,470 shares 51,470 $3.74M <0.01% +7,298 Timeline FGD 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: 97,597 shares; 2024Q4: 106,323 shares; 2025Q1: 89,728 shares; 2025Q2: 81,470 shares; 2025Q3: 61,863 shares; 2025Q4: 112,596 shares; 2026Q1: 117,122 shares 117,122 $3.74M <0.01% +4,526 Timeline DWX 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: 64,253 shares; 2024Q4: 66,206 shares; 2025Q1: 70,285 shares; 2025Q2: 70,437 shares; 2025Q3: 69,545 shares; 2025Q4: 71,765 shares; 2026Q1: 81,633 shares 81,633 $3.72M <0.01% +9,868 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,460 shares; 2025Q1: 7,185 shares; 2025Q2: 10,097 shares; 2025Q3: 19,097 shares; 2025Q4: 33,235 shares; 2026Q1: 47,203 shares 47,203 $3.72M <0.01% +13,968 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,793 shares; 2024Q4: 30,544 shares; 2025Q1: 31,506 shares; 2025Q2: 33,676 shares; 2025Q3: 34,058 shares; 2025Q4: 29,673 shares; 2026Q1: 27,630 shares 27,630 $3.71M <0.01% -2,043 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 31,033 shares; 2025Q1: 32,399 shares; 2025Q2: 34,308 shares; 2025Q3: 34,657 shares; 2025Q4: 41,254 shares; 2026Q1: 44,273 shares 44,273 $3.69M <0.01% +3,019 Timeline HELO 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: 602 shares; 2025Q1: 464 shares; 2025Q2: 4,754 shares; 2025Q3: 87,038 shares; 2025Q4: 95,886 shares; 2026Q1: 57,140 shares 57,140 $3.65M <0.01% -38,746 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 33,805 shares; 2025Q1: 28,145 shares; 2025Q2: 33,999 shares; 2025Q3: 33,040 shares; 2025Q4: 37,647 shares; 2026Q1: 50,164 shares 50,164 $3.65M <0.01% +12,517 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 20,187 shares; 2025Q1: 32,430 shares; 2025Q2: 36,712 shares; 2025Q3: 38,496 shares; 2025Q4: 42,282 shares; 2026Q1: 40,230 shares 40,230 $3.64M <0.01% -2,052 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,495 shares; 2024Q4: 102,477 shares; 2025Q1: 157,914 shares; 2025Q2: 115,951 shares; 2025Q3: 121,000 shares; 2025Q4: 114,069 shares; 2026Q1: 70,638 shares 70,638 $3.63M <0.01% -43,431 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,718 shares; 2025Q1: 12,842 shares; 2025Q2: 12,699 shares; 2025Q3: 12,187 shares; 2025Q4: 11,843 shares; 2026Q1: 10,231 shares 10,231 $3.62M <0.01% -1,612 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,607 shares; 2024Q4: 309,135 shares; 2025Q1: 36,088 shares; 2025Q2: 36,409 shares; 2025Q3: 40,924 shares; 2025Q4: 44,829 shares; 2026Q1: 55,204 shares 55,204 $3.61M <0.01% +10,375 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 18,570 shares; 2025Q1: 18,810 shares; 2025Q2: 29,928 shares; 2025Q3: 48,516 shares; 2025Q4: 78,804 shares; 2026Q1: 75,922 shares 75,922 $3.61M <0.01% -2,882 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 58,262 shares; 2025Q1: 79,438 shares; 2025Q2: 91,830 shares; 2025Q3: 93,289 shares; 2025Q4: 111,226 shares; 2026Q1: 125,754 shares 125,754 $3.61M <0.01% +14,528 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 865 shares; 2025Q1: 833 shares; 2025Q2: 853 shares; 2025Q3: 869 shares; 2025Q4: 896 shares; 2026Q1: 857 shares 857 $3.61M <0.01% -39 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,651 shares; 2024Q4: 20,962 shares; 2025Q1: 19,016 shares; 2025Q2: 23,674 shares; 2025Q3: 38,077 shares; 2025Q4: 38,789 shares; 2026Q1: 39,610 shares 39,610 $3.61M <0.01% +821 Timeline PSI 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: 49,517 shares; 2024Q4: 52,351 shares; 2025Q1: 53,164 shares; 2025Q2: 35,207 shares; 2025Q3: 33,792 shares; 2025Q4: 37,863 shares; 2026Q1: 38,086 shares 38,086 $3.59M <0.01% +223 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,185 shares; 2025Q3: 61,151 shares; 2025Q4: 63,586 shares; 2026Q1: 70,135 shares 70,135 $3.58M <0.01% +6,549 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,935 shares; 2024Q4: 33,369 shares; 2025Q1: 30,692 shares; 2025Q2: 35,435 shares; 2025Q3: 35,007 shares; 2025Q4: 29,721 shares; 2026Q1: 29,477 shares 29,477 $3.57M <0.01% -244 Timeline GUNR 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: 24,571 shares; 2024Q4: 26,360 shares; 2025Q1: 23,962 shares; 2025Q2: 21,785 shares; 2025Q3: 53,068 shares; 2025Q4: 60,184 shares; 2026Q1: 64,479 shares 64,479 $3.56M <0.01% +4,295 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,607 shares; 2024Q4: 75,116 shares; 2025Q1: 23,665 shares; 2025Q2: 20,673 shares; 2025Q3: 21,369 shares; 2025Q4: 18,717 shares; 2026Q1: 18,042 shares 18,042 $3.55M <0.01% -675 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,057 shares; 2024Q4: 33,371 shares; 2025Q1: 62,478 shares; 2025Q2: 51,370 shares; 2025Q3: 55,921 shares; 2025Q4: 57,970 shares; 2026Q1: 63,890 shares 63,890 $3.54M <0.01% +5,920 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 59,359 shares; 2025Q1: 68,996 shares; 2025Q2: 69,090 shares; 2025Q3: 239,326 shares; 2025Q4: 239,941 shares; 2026Q1: 340,621 shares 340,621 $3.54M <0.01% +100,680 Timeline EWY 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: 226 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 34 shares; 2025Q3: 46 shares; 2025Q4: 3,537 shares; 2026Q1: 28,638 shares 28,638 $3.52M <0.01% +25,101 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,663 shares; 2024Q4: 19,798 shares; 2025Q1: 35,352 shares; 2025Q2: 24,127 shares; 2025Q3: 25,795 shares; 2025Q4: 27,146 shares; 2026Q1: 25,993 shares 25,993 $3.52M <0.01% -1,153 Timeline DNL 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: 20,539 shares; 2024Q4: 21,055 shares; 2025Q1: 21,805 shares; 2025Q2: 20,943 shares; 2025Q3: 17,333 shares; 2025Q4: 17,435 shares; 2026Q1: 86,781 shares 86,781 $3.5M <0.01% +69,346 Timeline JMHI 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: 11,332 shares; 2024Q4: 42,469 shares; 2025Q1: 103,597 shares; 2025Q2: 126,726 shares; 2025Q3: 90,901 shares; 2025Q4: 109,587 shares; 2026Q1: 69,753 shares 69,753 $3.48M <0.01% -39,834 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,285 shares; 2024Q4: 33,261 shares; 2025Q1: 39,290 shares; 2025Q2: 33,663 shares; 2025Q3: 34,423 shares; 2025Q4: 39,303 shares; 2026Q1: 42,479 shares 42,479 $3.47M <0.01% +3,176 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 36,117 shares; 2025Q4: 127,350 shares; 2026Q1: 135,920 shares 135,920 $3.46M <0.01% +8,570 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,000 shares; 2025Q4: 270,000 shares; 2026Q1: 290,000 shares 290,000 $3.45M <0.01% +20,000 Timeline DUHP 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: 10,828 shares; 2024Q4: 12,260 shares; 2025Q1: 8,111 shares; 2025Q2: 27,996 shares; 2025Q3: 26,912 shares; 2025Q4: 69,811 shares; 2026Q1: 93,410 shares 93,410 $3.43M <0.01% +23,599 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,679 shares; 2024Q4: 64,401 shares; 2025Q1: 59,441 shares; 2025Q2: 76,800 shares; 2025Q3: 97,044 shares; 2025Q4: 109,774 shares; 2026Q1: 115,781 shares 115,781 $3.42M <0.01% +6,007 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,976 shares; 2024Q4: 53,890 shares; 2025Q1: 56,689 shares; 2025Q2: 59,021 shares; 2025Q3: 60,978 shares; 2025Q4: 58,956 shares; 2026Q1: 73,511 shares 73,511 $3.42M <0.01% +14,555 Timeline SCHR 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: 47,876 shares; 2024Q4: 134,810 shares; 2025Q1: 158,244 shares; 2025Q2: 127,176 shares; 2025Q3: 129,361 shares; 2025Q4: 150,744 shares; 2026Q1: 137,054 shares 137,054 $3.41M <0.01% -13,690 Timeline KBWB 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: 1,677 shares; 2024Q4: 1,730 shares; 2025Q1: 6,973 shares; 2025Q2: 6,927 shares; 2025Q3: 13,319 shares; 2025Q4: 54,153 shares; 2026Q1: 42,987 shares 42,987 $3.4M <0.01% -11,166 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: 7,764 shares; 2024Q4: 8,290 shares; 2025Q1: 7,963 shares; 2025Q2: 8,357 shares; 2025Q3: 11,450 shares; 2025Q4: 26,365 shares; 2026Q1: 49,028 shares 49,028 $3.4M <0.01% +22,663 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 12,832 shares; 2025Q1: 12,530 shares; 2025Q2: 12,225 shares; 2025Q3: 15,700 shares; 2025Q4: 21,268 shares; 2026Q1: 25,062 shares 25,062 $3.39M <0.01% +3,794 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 8,289 shares; 2025Q1: 16,271 shares; 2025Q2: 34,280 shares; 2025Q3: 29,019 shares; 2025Q4: 36,103 shares; 2026Q1: 50,353 shares 50,353 $3.39M <0.01% +14,250 Timeline BBIN 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: 92 shares; 2024Q4: 59,722 shares; 2025Q1: 59,127 shares; 2025Q2: 29,724 shares; 2025Q3: 30,328 shares; 2025Q4: 30,997 shares; 2026Q1: 46,312 shares 46,312 $3.39M <0.01% +15,315 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: 37,389 shares; 2024Q4: 37,598 shares; 2025Q1: 38,019 shares; 2025Q2: 39,641 shares; 2025Q3: 40,769 shares; 2025Q4: 38,743 shares; 2026Q1: 34,894 shares 34,894 $3.38M <0.01% -3,849 Timeline LDRC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,707 shares 133,707 $3.38M <0.01% new 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: 45,649 shares; 2024Q4: 44,021 shares; 2025Q1: 44,962 shares; 2025Q2: 44,296 shares; 2025Q3: 44,014 shares; 2025Q4: 42,408 shares; 2026Q1: 42,502 shares 42,502 $3.36M <0.01% +94 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: not reported; 2024Q4: 13,389 shares; 2025Q1: 44,215 shares; 2025Q2: 50,862 shares; 2025Q3: 65,321 shares; 2025Q4: 85,644 shares; 2026Q1: 103,913 shares 103,913 $3.35M <0.01% +18,269 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,728 shares; 2024Q4: 145,147 shares; 2025Q1: 144,919 shares; 2025Q2: 99,173 shares; 2025Q3: 104,490 shares; 2025Q4: 135,781 shares; 2026Q1: 117,451 shares 117,451 $3.34M <0.01% -18,330 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,372 shares; 2025Q3: 972 shares; 2025Q4: 14,615 shares; 2026Q1: 20,998 shares 20,998 $3.34M <0.01% +6,383 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,230 shares; 2024Q4: 45,119 shares; 2025Q1: 46,275 shares; 2025Q2: 16,617 shares; 2025Q3: 16,637 shares; 2025Q4: 18,644 shares; 2026Q1: 18,556 shares 18,556 $3.33M <0.01% -88 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 25,681 shares; 2025Q1: 30,313 shares; 2025Q2: 26,622 shares; 2025Q3: 25,698 shares; 2025Q4: 29,517 shares; 2026Q1: 29,281 shares 29,281 $3.29M <0.01% -236 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 32,153 shares; 2025Q1: 32,357 shares; 2025Q2: 34,954 shares; 2025Q3: 24,917 shares; 2025Q4: 23,721 shares; 2026Q1: 23,835 shares 23,835 $3.27M <0.01% +114 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 17,321 shares; 2025Q1: 14,025 shares; 2025Q2: 13,947 shares; 2025Q3: 14,628 shares; 2025Q4: 17,704 shares; 2026Q1: 31,996 shares 31,996 $3.27M <0.01% +14,292 Timeline AVES 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 2,720 shares; 2025Q2: 7,586 shares; 2025Q3: 8,228 shares; 2025Q4: 8,189 shares; 2026Q1: 54,355 shares 54,355 $3.26M <0.01% +46,166 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,477 shares; 2024Q4: 59,731 shares; 2025Q1: 74,324 shares; 2025Q2: 81,680 shares; 2025Q3: 79,085 shares; 2025Q4: 87,292 shares; 2026Q1: 82,954 shares 82,954 $3.25M <0.01% -4,338 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,143 shares; 2024Q4: 61,701 shares; 2025Q1: 55,953 shares; 2025Q2: 56,260 shares; 2025Q3: 52,168 shares; 2025Q4: 49,424 shares; 2026Q1: 45,586 shares 45,586 $3.25M <0.01% -3,838 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: 7,312 shares; 2024Q4: 10,995 shares; 2025Q1: 11,212 shares; 2025Q2: 11,393 shares; 2025Q3: 12,003 shares; 2025Q4: 12,425 shares; 2026Q1: 12,233 shares 12,233 $3.25M <0.01% -192 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: 37,728 shares; 2024Q4: 37,546 shares; 2025Q1: 43,391 shares; 2025Q2: 33,390 shares; 2025Q3: 39,130 shares; 2025Q4: 60,539 shares; 2026Q1: 68,706 shares 68,706 $3.23M <0.01% +8,167 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,882 shares; 2025Q1: 14,489 shares; 2025Q2: 12,764 shares; 2025Q3: 13,292 shares; 2025Q4: 13,577 shares; 2026Q1: 12,543 shares 12,543 $3.19M <0.01% -1,034 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,289 shares; 2025Q3: 55,515 shares; 2025Q4: 88,028 shares; 2026Q1: 106,258 shares 106,258 $3.19M <0.01% +18,230 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,469 shares; 2024Q4: 22,944 shares; 2025Q1: 32,356 shares; 2025Q2: 22,694 shares; 2025Q3: 19,575 shares; 2025Q4: 20,167 shares; 2026Q1: 19,829 shares 19,829 $3.18M <0.01% -338 Timeline MLN 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: 1,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,749 shares; 2025Q4: 100,411 shares; 2026Q1: 182,029 shares 182,029 $3.17M <0.01% +81,618 Timeline WWJD 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: 69,031 shares; 2024Q4: 89,205 shares; 2025Q1: 80,695 shares; 2025Q2: 60,421 shares; 2025Q3: 73,506 shares; 2025Q4: 74,355 shares; 2026Q1: 84,552 shares 84,552 $3.16M <0.01% +10,197 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,559 shares; 2024Q4: 267,782 shares; 2025Q1: 264,299 shares; 2025Q2: 267,635 shares; 2025Q3: 266,694 shares; 2025Q4: 277,149 shares; 2026Q1: 280,902 shares 280,902 $3.15M <0.01% +3,753 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,836 shares; 2024Q4: 41,040 shares; 2025Q1: 54,410 shares; 2025Q2: 63,304 shares; 2025Q3: 65,583 shares; 2025Q4: 70,542 shares; 2026Q1: 80,207 shares 80,207 $3.13M <0.01% +9,665 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,836 shares; 2025Q1: 4,133 shares; 2025Q2: 3,834 shares; 2025Q3: 3,176 shares; 2025Q4: 4,191 shares; 2026Q1: 4,053 shares 4,053 $3.13M <0.01% -138 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,798 shares; 2024Q4: 20,854 shares; 2025Q1: 21,412 shares; 2025Q2: 27,830 shares; 2025Q3: 17,722 shares; 2025Q4: 23,388 shares; 2026Q1: 33,460 shares 33,460 $3.13M <0.01% +10,072 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,691 shares; 2025Q1: 960 shares; 2025Q2: 915 shares; 2025Q3: 3,875 shares; 2025Q4: 3,212 shares; 2026Q1: 21,105 shares 21,105 $3.11M <0.01% +17,893 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,272 shares; 2025Q1: 5,437 shares; 2025Q2: 45,676 shares; 2025Q3: 67,885 shares; 2025Q4: 81,511 shares; 2026Q1: 35,054 shares 35,054 $3.1M <0.01% -46,457 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,563 shares; 2024Q4: 111,097 shares; 2025Q1: 119,873 shares; 2025Q2: 117,611 shares; 2025Q3: 124,163 shares; 2025Q4: 129,618 shares; 2026Q1: 118,308 shares 118,308 $3.09M <0.01% -11,310 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,629 shares; 2025Q3: 48,432 shares; 2025Q4: 48,926 shares; 2026Q1: 75,548 shares 75,548 $3.08M <0.01% +26,622 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,823 shares; 2025Q1: 8,509 shares; 2025Q2: 9,816 shares; 2025Q3: 11,222 shares; 2025Q4: 24,345 shares; 2026Q1: 32,727 shares 32,727 $3.08M <0.01% +8,382 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 12,579 shares; 2025Q1: 13,165 shares; 2025Q2: 33,968 shares; 2025Q3: 16,087 shares; 2025Q4: 18,406 shares; 2026Q1: 17,939 shares 17,939 $3.07M <0.01% -467 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 27,087 shares; 2025Q4: 62,279 shares; 2026Q1: 115,896 shares 115,896 $3.07M <0.01% +53,617 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,951 shares; 2024Q4: 64,364 shares; 2025Q1: 303,250 shares; 2025Q2: 325,484 shares; 2025Q3: 82,141 shares; 2025Q4: 77,079 shares; 2026Q1: 69,526 shares 69,526 $3.05M <0.01% -7,553 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,105 shares; 2024Q4: 39,754 shares; 2025Q1: 63,051 shares; 2025Q2: 39,706 shares; 2025Q3: 40,190 shares; 2025Q4: 41,397 shares; 2026Q1: 42,950 shares 42,950 $3.04M <0.01% +1,553 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,947 shares; 2024Q4: 92,771 shares; 2025Q1: 110,140 shares; 2025Q2: 146,833 shares; 2025Q3: 143,150 shares; 2025Q4: 116,306 shares; 2026Q1: 64,570 shares 64,570 $3.02M <0.01% -51,736 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 5,030 shares; 2025Q1: 9,531 shares; 2025Q2: 20,903 shares; 2025Q3: 20,272 shares; 2025Q4: 22,344 shares; 2026Q1: 25,175 shares 25,175 $3.02M <0.01% +2,831 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,143 shares; 2024Q4: 23,048 shares; 2025Q1: 27,761 shares; 2025Q2: 33,166 shares; 2025Q3: 38,462 shares; 2025Q4: 39,472 shares; 2026Q1: 42,088 shares 42,088 $3.02M <0.01% +2,616 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,542 shares; 2025Q3: 7,085 shares; 2025Q4: 5,874 shares; 2026Q1: 29,794 shares 29,794 $3.01M <0.01% +23,920 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 29,766 shares; 2025Q1: 34,648 shares; 2025Q2: 66,230 shares; 2025Q3: 92,272 shares; 2025Q4: 113,813 shares; 2026Q1: 161,130 shares 161,130 $3.01M <0.01% +47,317 Timeline LVHD 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: 44,041 shares; 2024Q4: 29,250 shares; 2025Q1: 79,565 shares; 2025Q2: 103,061 shares; 2025Q3: 96,373 shares; 2025Q4: 74,652 shares; 2026Q1: 70,535 shares 70,535 $3M <0.01% -4,117 Timeline FDEM 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: 185 shares; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 56 shares; 2026Q1: 95,053 shares 95,053 $3M <0.01% +94,997 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 36,715 shares; 2025Q3: 39,626 shares; 2025Q4: 35,386 shares; 2026Q1: 37,439 shares 37,439 $3M <0.01% +2,053 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 17,306 shares; 2026Q1: 59,551 shares 59,551 $2.99M <0.01% +42,245 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: 90,867 shares; 2024Q4: 69,140 shares; 2025Q1: 82,380 shares; 2025Q2: 133,765 shares; 2025Q3: 141,153 shares; 2025Q4: 61,321 shares; 2026Q1: 58,367 shares 58,367 $2.97M <0.01% -2,954 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,006 shares; 2025Q1: 12,857 shares; 2025Q2: 12,413 shares; 2025Q3: 12,912 shares; 2025Q4: 13,568 shares; 2026Q1: 14,650 shares 14,650 $2.94M <0.01% +1,082 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 45,556 shares; 2025Q1: 68,076 shares; 2025Q2: 76,242 shares; 2025Q3: 87,407 shares; 2025Q4: 89,840 shares; 2026Q1: 93,337 shares 93,337 $2.94M <0.01% +3,497 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,305 shares; 2025Q1: 3,327 shares; 2025Q2: 6,955 shares; 2025Q3: 7,682 shares; 2025Q4: 9,155 shares; 2026Q1: 12,687 shares 12,687 $2.92M <0.01% +3,532 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 70,816 shares; 2026Q1: 117,078 shares 117,078 $2.9M <0.01% +46,262 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,391 shares; 2024Q4: 86,204 shares; 2025Q1: 78,059 shares; 2025Q2: 77,974 shares; 2025Q3: 74,032 shares; 2025Q4: 63,125 shares; 2026Q1: 33,636 shares 33,636 $2.89M <0.01% -29,489 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,190 shares; 2025Q3: 73,479 shares; 2025Q4: 73,929 shares; 2026Q1: 70,891 shares 70,891 $2.87M <0.01% -3,038 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 627 shares; 2025Q1: 585 shares; 2025Q2: 610 shares; 2025Q3: 759 shares; 2025Q4: 814 shares; 2026Q1: 1,499 shares 1,499 $2.87M <0.01% +685 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,693 shares; 2025Q1: 13,660 shares; 2025Q2: 13,250 shares; 2025Q3: 12,419 shares; 2025Q4: 12,399 shares; 2026Q1: 13,380 shares 13,380 $2.87M <0.01% +981 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,640 shares; 2024Q4: 48,750 shares; 2025Q1: 43,432 shares; 2025Q2: 42,805 shares; 2025Q3: 60,227 shares; 2025Q4: 63,211 shares; 2026Q1: 55,739 shares 55,739 $2.86M <0.01% -7,472 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: 26,287 shares; 2024Q4: 24,325 shares; 2025Q1: 23,577 shares; 2025Q2: 33,326 shares; 2025Q3: 27,309 shares; 2025Q4: 32,677 shares; 2026Q1: 35,417 shares 35,417 $2.85M <0.01% +2,740 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 14,714 shares; 2025Q1: 27,451 shares; 2025Q2: 55,905 shares; 2025Q3: 78,701 shares; 2025Q4: 89,435 shares; 2026Q1: 103,858 shares 103,858 $2.84M <0.01% +14,423 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,722 shares; 2024Q4: 33,682 shares; 2025Q1: 39,868 shares; 2025Q2: 53,889 shares; 2025Q3: 62,011 shares; 2025Q4: 68,171 shares; 2026Q1: 44,209 shares 44,209 $2.83M <0.01% -23,962 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: 47,112 shares; 2026Q1: 49,662 shares 49,662 $2.83M <0.01% +2,550 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 25,798 shares; 2025Q1: 77,153 shares; 2025Q2: 45,219 shares; 2025Q3: 65,998 shares; 2025Q4: 86,811 shares; 2026Q1: 109,264 shares 109,264 $2.83M <0.01% +22,453 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 2,990 shares; 2025Q1: 3,043 shares; 2025Q2: 2,955 shares; 2025Q3: 3,256 shares; 2025Q4: 3,238 shares; 2026Q1: 33,331 shares 33,331 $2.82M <0.01% +30,093 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,101 shares; 2024Q4: 47,644 shares; 2025Q1: 27,674 shares; 2025Q2: 27,324 shares; 2025Q3: 28,403 shares; 2025Q4: 26,854 shares; 2026Q1: 30,571 shares 30,571 $2.81M <0.01% +3,717 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: 25,567 shares; 2024Q4: 26,092 shares; 2025Q1: 24,176 shares; 2025Q2: 24,412 shares; 2025Q3: 27,379 shares; 2025Q4: 25,962 shares; 2026Q1: 25,466 shares 25,466 $2.8M <0.01% -496 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 5,583 shares; 2025Q1: 6,408 shares; 2025Q2: 7,886 shares; 2025Q3: 8,785 shares; 2025Q4: 10,314 shares; 2026Q1: 12,030 shares 12,030 $2.79M <0.01% +1,716 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,056 shares; 2025Q3: 7,400 shares; 2025Q4: 9,912 shares; 2026Q1: 17,070 shares 17,070 $2.77M <0.01% +7,158 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,053 shares; 2024Q4: 24,966 shares; 2025Q1: 24,950 shares; 2025Q2: 24,919 shares; 2025Q3: 24,384 shares; 2025Q4: 24,078 shares; 2026Q1: 25,810 shares 25,810 $2.77M <0.01% +1,732 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: 70,918 shares; 2024Q4: 71,713 shares; 2025Q1: 35,156 shares; 2025Q2: 39,818 shares; 2025Q3: 39,720 shares; 2025Q4: 51,200 shares; 2026Q1: 54,702 shares 54,702 $2.77M <0.01% +3,502 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,261 shares; 2025Q1: 1,282 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 68,532 shares; 2026Q1: 59,411 shares 59,411 $2.77M <0.01% -9,121 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 16,205 shares; 2025Q1: 19,433 shares; 2025Q2: 20,250 shares; 2025Q3: 20,645 shares; 2025Q4: 21,946 shares; 2026Q1: 23,467 shares 23,467 $2.76M <0.01% +1,521 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,458 shares; 2024Q4: 29,418 shares; 2025Q1: 75,039 shares; 2025Q2: 83,733 shares; 2025Q3: 104,727 shares; 2025Q4: 112,245 shares; 2026Q1: 137,869 shares 137,869 $2.72M <0.01% +25,624 Timeline