SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559,504 shares; 2024Q4: 7,571,579 shares; 2025Q1: 7,167,986 shares; 2025Q2: 5,775,966 shares; 2025Q3: 5,944,567 shares; 2025Q4: 6,123,760 shares; 2026Q1: 7,148,887 shares 7,148,887 $547M 5.35% +1,025,127 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,539,338 shares; 2024Q4: 7,715,329 shares; 2025Q1: 7,704,818 shares; 2025Q2: 6,718,717 shares; 2025Q3: 6,667,205 shares; 2025Q4: 6,860,453 shares; 2026Q1: 7,590,426 shares 7,590,426 $351M 3.43% +729,973 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649,548 shares; 2024Q4: 3,627,756 shares; 2025Q1: 3,655,302 shares; 2025Q2: 3,559,166 shares; 2025Q3: 4,165,601 shares; 2025Q4: 4,300,287 shares; 2026Q1: 3,785,256 shares 3,785,256 $220M 2.15% -515,031 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158,425 shares; 2024Q4: 8,219,837 shares; 2025Q1: 8,301,684 shares; 2025Q2: 7,265,280 shares; 2025Q3: 7,393,016 shares; 2025Q4: 7,168,249 shares; 2026Q1: 7,482,295 shares 7,482,295 $218M 2.13% +314,046 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,878 shares; 2024Q4: 442,029 shares; 2025Q1: 660,120 shares; 2025Q2: 688,175 shares; 2025Q3: 718,063 shares; 2025Q4: 989,897 shares; 2026Q1: 965,589 shares 965,589 $204M 1.99% -24,308 Timeline DFAU 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: 2,531,792 shares; 2024Q4: 3,138,227 shares; 2025Q1: 3,529,903 shares; 2025Q2: 3,767,059 shares; 2025Q3: 3,994,457 shares; 2025Q4: 4,339,915 shares; 2026Q1: 4,423,579 shares 4,423,579 $200M 1.95% +83,664 Timeline DFSD 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: 2,391,290 shares; 2024Q4: 2,712,839 shares; 2025Q1: 2,917,879 shares; 2025Q2: 3,068,288 shares; 2025Q3: 3,235,923 shares; 2025Q4: 3,557,393 shares; 2026Q1: 3,699,843 shares 3,699,843 $177M 1.73% +142,450 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: 1,642,972 shares; 2024Q4: 1,684,673 shares; 2025Q1: 1,546,538 shares; 2025Q2: 1,543,909 shares; 2025Q3: 1,583,829 shares; 2025Q4: 1,635,774 shares; 2026Q1: 1,778,596 shares 1,778,596 $169M 1.65% +142,822 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024,870 shares; 2024Q4: 1,154,236 shares; 2025Q1: 1,269,371 shares; 2025Q2: 1,329,244 shares; 2025Q3: 1,432,496 shares; 2025Q4: 1,552,324 shares; 2026Q1: 1,750,925 shares 1,750,925 $162M 1.58% +198,601 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136,038 shares; 2024Q4: 3,262,620 shares; 2025Q1: 3,610,733 shares; 2025Q2: 3,523,004 shares; 2025Q3: 3,604,495 shares; 2025Q4: 3,939,898 shares; 2026Q1: 4,033,269 shares 4,033,269 $157M 1.53% +93,371 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,330 shares; 2024Q4: 650,497 shares; 2025Q1: 635,261 shares; 2025Q2: 584,293 shares; 2025Q3: 596,489 shares; 2025Q4: 598,915 shares; 2026Q1: 610,187 shares 610,187 $155M 1.51% +11,272 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,324 shares; 2024Q4: 210,234 shares; 2025Q1: 208,118 shares; 2025Q2: 220,173 shares; 2025Q3: 269,909 shares; 2025Q4: 2,245,195 shares; 2026Q1: 1,888,950 shares 1,888,950 $152M 1.49% -356,245 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,859 shares; 2024Q4: 218,432 shares; 2025Q1: 212,110 shares; 2025Q2: 215,681 shares; 2025Q3: 219,553 shares; 2025Q4: 208,317 shares; 2026Q1: 221,711 shares 221,711 $145M 1.42% +13,394 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584,467 shares; 2024Q4: 2,401,537 shares; 2025Q1: 1,808,968 shares; 2025Q2: 2,479,502 shares; 2025Q3: 2,197,977 shares; 2025Q4: 1,899,685 shares; 2026Q1: 1,921,972 shares 1,921,972 $143M 1.4% +22,287 Timeline DFCF 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: 2,429,125 shares; 2024Q4: 2,634,017 shares; 2025Q1: 2,686,620 shares; 2025Q2: 2,712,518 shares; 2025Q3: 2,892,273 shares; 2025Q4: 3,229,584 shares; 2026Q1: 3,337,866 shares 3,337,866 $141M 1.38% +108,282 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,240 shares; 2024Q4: 309,232 shares; 2025Q1: 302,983 shares; 2025Q2: 295,594 shares; 2025Q3: 295,680 shares; 2025Q4: 289,976 shares; 2026Q1: 229,422 shares 229,422 $137M 1.34% -60,554 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077,455 shares; 2024Q4: 1,046,851 shares; 2025Q1: 1,156,581 shares; 2025Q2: 1,103,395 shares; 2025Q3: 1,034,433 shares; 2025Q4: 650,190 shares; 2026Q1: 691,130 shares 691,130 $133M 1.3% +40,940 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,926,072 shares 3,926,072 $126M 1.23% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,335 shares; 2024Q4: 457,858 shares; 2025Q1: 475,495 shares; 2025Q2: 479,859 shares; 2025Q3: 494,053 shares; 2025Q4: 520,300 shares; 2026Q1: 3,997,338 shares 3,997,338 $115M 1.12% +3,477,038 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398,989 shares; 2024Q4: 1,618,847 shares; 2025Q1: 1,727,712 shares; 2025Q2: 1,864,210 shares; 2025Q3: 1,853,343 shares; 2025Q4: 1,930,327 shares; 2026Q1: 2,153,555 shares 2,153,555 $107M 1.05% +223,228 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427,194 shares; 2024Q4: 2,528,496 shares; 2025Q1: 2,523,946 shares; 2025Q2: 2,585,003 shares; 2025Q3: 2,663,857 shares; 2025Q4: 2,707,178 shares; 2026Q1: 2,741,547 shares 2,741,547 $107M 1.04% +34,369 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,167 shares; 2024Q4: 299,424 shares; 2025Q1: 296,646 shares; 2025Q2: 268,537 shares; 2025Q3: 270,886 shares; 2025Q4: 402,995 shares; 2026Q1: 422,147 shares 422,147 $101M 0.99% +19,152 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,256 shares; 2024Q4: 386,933 shares; 2025Q1: 394,972 shares; 2025Q2: 533,752 shares; 2025Q3: 563,208 shares; 2025Q4: 549,743 shares; 2026Q1: 561,643 shares 561,643 $98M 0.96% +11,900 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810,380 shares; 2024Q4: 797,590 shares; 2025Q1: 670,962 shares; 2025Q2: 647,233 shares; 2025Q3: 747,406 shares; 2025Q4: 773,469 shares; 2026Q1: 842,713 shares 842,713 $89.5M 0.87% +69,244 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,484 shares; 2024Q4: 257,504 shares; 2025Q1: 260,212 shares; 2025Q2: 248,111 shares; 2025Q3: 247,662 shares; 2025Q4: 257,812 shares; 2026Q1: 238,840 shares 238,840 $88.4M 0.86% -18,972 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150,453 shares; 2025Q3: 2,112,531 shares; 2025Q4: 2,230,296 shares; 2026Q1: 2,674,692 shares 2,674,692 $88.1M 0.86% +444,396 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,097 shares; 2024Q4: 761,162 shares; 2025Q1: 763,649 shares; 2025Q2: 694,413 shares; 2025Q3: 676,832 shares; 2025Q4: 650,625 shares; 2026Q1: 639,363 shares 639,363 $80M 0.78% -11,262 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,462 shares; 2024Q4: 836,425 shares; 2025Q1: 1,232,313 shares; 2025Q2: 1,129,678 shares; 2025Q3: 1,362,418 shares; 2025Q4: 1,358,533 shares; 2026Q1: 843,846 shares 843,846 $74.4M 0.73% -514,687 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: 1,687,423 shares; 2024Q4: 1,843,645 shares; 2025Q1: 1,895,937 shares; 2025Q2: 1,912,479 shares; 2025Q3: 1,928,952 shares; 2025Q4: 2,047,476 shares; 2026Q1: 2,074,009 shares 2,074,009 $73.7M 0.72% +26,533 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164,059 shares; 2024Q4: 1,149,114 shares; 2025Q1: 1,171,526 shares; 2025Q2: 1,177,584 shares; 2025Q3: 1,354,698 shares; 2025Q4: 1,411,058 shares; 2026Q1: 1,396,637 shares 1,396,637 $72.5M 0.71% -14,421 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,965 shares; 2024Q4: 491,458 shares; 2025Q1: 500,516 shares; 2025Q2: 517,714 shares; 2025Q3: 516,290 shares; 2025Q4: 529,316 shares; 2026Q1: 519,204 shares 519,204 $71.8M 0.7% -10,112 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,418,492 shares; 2025Q2: 1,738,891 shares; 2025Q3: 1,830,103 shares; 2025Q4: 1,550,026 shares; 2026Q1: 1,542,545 shares 1,542,545 $70.7M 0.69% -7,481 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,440 shares; 2024Q4: 337,142 shares; 2025Q1: 324,954 shares; 2025Q2: 330,042 shares; 2025Q3: 326,030 shares; 2025Q4: 334,811 shares; 2026Q1: 339,349 shares 339,349 $70.7M 0.69% +4,538 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,931 shares; 2025Q2: 4,748 shares; 2025Q3: 503,071 shares; 2025Q4: 548,690 shares; 2026Q1: 982,367 shares 982,367 $69.6M 0.68% +433,677 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328,306 shares; 2025Q3: 766,290 shares; 2025Q4: 1,121,664 shares; 2026Q1: 1,342,354 shares 1,342,354 $67.3M 0.66% +220,690 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769,086 shares; 2024Q4: 781,251 shares; 2025Q1: 796,103 shares; 2025Q2: 792,147 shares; 2025Q3: 789,012 shares; 2025Q4: 796,404 shares; 2026Q1: 731,705 shares 731,705 $66.2M 0.65% -64,699 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,156 shares; 2024Q4: 87,688 shares; 2025Q1: 86,978 shares; 2025Q2: 1,107,322 shares; 2025Q3: 1,120,034 shares; 2025Q4: 1,089,671 shares; 2026Q1: 1,366,754 shares 1,366,754 $65.7M 0.64% +277,083 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,830 shares; 2024Q4: 194,228 shares; 2025Q1: 180,813 shares; 2025Q2: 180,110 shares; 2025Q3: 200,532 shares; 2025Q4: 192,215 shares; 2026Q1: 195,878 shares 195,878 $62.8M 0.61% +3,663 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,488 shares; 2024Q4: 250,793 shares; 2025Q1: 238,283 shares; 2025Q2: 205,530 shares; 2025Q3: 203,559 shares; 2025Q4: 204,664 shares; 2026Q1: 214,794 shares 214,794 $61.8M 0.6% +10,130 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,463,092 shares 1,463,092 $60.1M 0.59% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,603 shares; 2024Q4: 772,214 shares; 2025Q1: 749,717 shares; 2025Q2: 580,538 shares; 2025Q3: 506,334 shares; 2025Q4: 487,973 shares; 2026Q1: 487,207 shares 487,207 $54.2M 0.53% -766 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,512 shares; 2025Q3: 779,233 shares; 2025Q4: 1,217,279 shares; 2026Q1: 1,418,041 shares 1,418,041 $52.8M 0.52% +200,762 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,267 shares; 2024Q4: 127,307 shares; 2025Q1: 272,016 shares; 2025Q2: 352,669 shares; 2025Q3: 542,764 shares; 2025Q4: 556,996 shares; 2026Q1: 163,435 shares 163,435 $52M 0.51% -393,561 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,451 shares; 2024Q4: 356,453 shares; 2025Q1: 378,114 shares; 2025Q2: 370,384 shares; 2025Q3: 540,637 shares; 2025Q4: 577,158 shares; 2026Q1: 667,292 shares 667,292 $49.1M 0.48% +90,134 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: 759,985 shares; 2025Q3: 902,882 shares; 2025Q4: 877,336 shares; 2026Q1: 889,486 shares 889,486 $45.4M 0.44% +12,150 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: 498,520 shares; 2024Q4: 503,275 shares; 2025Q1: 518,603 shares; 2025Q2: 517,188 shares; 2025Q3: 511,036 shares; 2025Q4: 509,361 shares; 2026Q1: 509,821 shares 509,821 $44.8M 0.44% +460 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,040 shares; 2024Q4: 552,826 shares; 2025Q1: 494,233 shares; 2025Q2: 442,922 shares; 2025Q3: 420,999 shares; 2025Q4: 381,331 shares; 2026Q1: 391,098 shares 391,098 $44.2M 0.43% +9,767 Timeline GSIE 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: 879,278 shares; 2024Q4: 935,949 shares; 2025Q1: 946,520 shares; 2025Q2: 1,010,547 shares; 2025Q3: 1,001,822 shares; 2025Q4: 993,660 shares; 2026Q1: 1,007,630 shares 1,007,630 $43.5M 0.43% +13,970 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,152 shares; 2024Q4: 281,554 shares; 2025Q1: 286,924 shares; 2025Q2: 291,717 shares; 2025Q3: 292,529 shares; 2025Q4: 286,617 shares; 2026Q1: 357,210 shares 357,210 $42.4M 0.41% +70,593 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,859 shares; 2024Q4: 588,153 shares; 2025Q1: 803,154 shares; 2025Q2: 888,534 shares; 2025Q3: 1,007,054 shares; 2025Q4: 1,370,816 shares; 2026Q1: 1,571,471 shares 1,571,471 $41.2M 0.4% +200,655 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: 419,165 shares; 2024Q4: 436,357 shares; 2025Q1: 426,121 shares; 2025Q2: 553,919 shares; 2025Q3: 558,418 shares; 2025Q4: 578,623 shares; 2026Q1: 744,427 shares 744,427 $37.7M 0.37% +165,804 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,453 shares; 2024Q4: 62,089 shares; 2025Q1: 57,359 shares; 2025Q2: 64,154 shares; 2025Q3: 61,760 shares; 2025Q4: 57,698 shares; 2026Q1: 57,733 shares 57,733 $37.5M 0.37% +35 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: 939,770 shares; 2024Q4: 979,484 shares; 2025Q1: 1,026,009 shares; 2025Q2: 1,008,797 shares; 2025Q3: 1,008,134 shares; 2025Q4: 1,064,286 shares; 2026Q1: 1,081,245 shares 1,081,245 $37.4M 0.37% +16,959 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,603 shares; 2024Q4: 252,171 shares; 2025Q1: 304,846 shares; 2025Q2: 430,932 shares; 2025Q3: 432,441 shares; 2025Q4: 482,892 shares; 2026Q1: 516,956 shares 516,956 $37.3M 0.36% +34,064 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: 1,654,617 shares; 2024Q4: 4,245,657 shares; 2025Q1: 3,931,666 shares; 2025Q2: 3,649,356 shares; 2025Q3: 3,319,285 shares; 2025Q4: 3,117,962 shares; 2026Q1: 1,603,152 shares 1,603,152 $37.2M 0.36% -1,514,810 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: 248,289 shares; 2024Q4: 318,168 shares; 2025Q1: 363,662 shares; 2025Q2: 370,962 shares; 2025Q3: 321,909 shares; 2025Q4: 356,236 shares; 2026Q1: 373,790 shares 373,790 $36.2M 0.35% +17,554 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,683 shares; 2024Q4: 803,080 shares; 2025Q1: 854,312 shares; 2025Q2: 926,209 shares; 2025Q3: 977,983 shares; 2025Q4: 1,038,772 shares; 2026Q1: 1,049,627 shares 1,049,627 $35.5M 0.35% +10,855 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: 1,308,301 shares; 2024Q4: 1,188,598 shares; 2025Q1: 1,115,004 shares; 2025Q2: 1,008,565 shares; 2025Q3: 980,403 shares; 2025Q4: 942,832 shares; 2026Q1: 919,939 shares 919,939 $33.8M 0.33% -22,893 Timeline DFLV 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: 1,190,920 shares; 2024Q4: 1,073,782 shares; 2025Q1: 939,074 shares; 2025Q2: 906,069 shares; 2025Q3: 934,431 shares; 2025Q4: 935,581 shares; 2026Q1: 936,769 shares 936,769 $33.5M 0.33% +1,188 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,820 shares; 2024Q4: 173,695 shares; 2025Q1: 180,698 shares; 2025Q2: 216,890 shares; 2025Q3: 254,681 shares; 2025Q4: 288,227 shares; 2026Q1: 354,526 shares 354,526 $33.1M 0.32% +66,299 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,544 shares; 2024Q4: 46,953 shares; 2025Q1: 42,505 shares; 2025Q2: 68,928 shares; 2025Q3: 63,142 shares; 2025Q4: 54,424 shares; 2026Q1: 56,269 shares 56,269 $32.5M 0.32% +1,845 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714,361 shares; 2024Q4: 657,463 shares; 2025Q1: 656,978 shares; 2025Q2: 588,846 shares; 2025Q3: 299,547 shares; 2025Q4: 223,700 shares; 2026Q1: 176,788 shares 176,788 $32.1M 0.31% -46,912 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,738 shares; 2024Q4: 143,817 shares; 2025Q1: 134,427 shares; 2025Q2: 111,395 shares; 2025Q3: 110,277 shares; 2025Q4: 112,865 shares; 2026Q1: 108,507 shares 108,507 $31.9M 0.31% -4,358 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,038 shares; 2024Q4: 303,916 shares; 2025Q1: 354,584 shares; 2025Q2: 316,214 shares; 2025Q3: 281,124 shares; 2025Q4: 361,067 shares; 2026Q1: 457,355 shares 457,355 $31.9M 0.31% +96,288 Timeline NTSX 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: 732,705 shares; 2024Q4: 744,752 shares; 2025Q1: 755,731 shares; 2025Q2: 757,588 shares; 2025Q3: 703,963 shares; 2025Q4: 702,670 shares; 2026Q1: 609,980 shares 609,980 $31.8M 0.31% -92,690 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,484 shares; 2024Q4: 666,851 shares; 2025Q1: 603,279 shares; 2025Q2: 551,715 shares; 2025Q3: 510,535 shares; 2025Q4: 466,619 shares; 2026Q1: 318,628 shares 318,628 $30.8M 0.3% -147,991 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,270 shares; 2024Q4: 58,170 shares; 2025Q1: 58,906 shares; 2025Q2: 57,864 shares; 2025Q3: 64,459 shares; 2025Q4: 64,893 shares; 2026Q1: 63,118 shares 63,118 $30.2M 0.3% -1,775 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: 925,015 shares; 2024Q4: 908,539 shares; 2025Q1: 891,552 shares; 2025Q2: 873,997 shares; 2025Q3: 867,408 shares; 2025Q4: 853,865 shares; 2026Q1: 888,337 shares 888,337 $30.2M 0.3% +34,472 Timeline PMBS 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: 134,360 shares; 2024Q4: 134,360 shares; 2025Q1: 134,360 shares; 2025Q2: 134,360 shares; 2025Q3: 215,091 shares; 2025Q4: 422,678 shares; 2026Q1: 605,723 shares 605,723 $30M 0.29% +183,045 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,226 shares; 2024Q4: 115,743 shares; 2025Q1: 110,587 shares; 2025Q2: 100,842 shares; 2025Q3: 97,941 shares; 2025Q4: 105,870 shares; 2026Q1: 104,674 shares 104,674 $30M 0.29% -1,196 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,832 shares; 2024Q4: 1,939,693 shares; 2025Q1: 1,591,429 shares; 2025Q2: 1,305,338 shares; 2025Q3: 1,272,856 shares; 2025Q4: 1,145,531 shares; 2026Q1: 1,124,711 shares 1,124,711 $28.8M 0.28% -20,820 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,750 shares; 2024Q4: 26,761 shares; 2025Q1: not reported; 2025Q2: 165,610 shares; 2025Q3: 385,231 shares; 2025Q4: 500,664 shares; 2026Q1: 630,342 shares 630,342 $28.8M 0.28% +129,678 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,348 shares; 2024Q4: 94,709 shares; 2025Q1: 88,926 shares; 2025Q2: 87,866 shares; 2025Q3: 87,637 shares; 2025Q4: 91,888 shares; 2026Q1: 96,343 shares 96,343 $27.7M 0.27% +4,455 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: 541,864 shares; 2024Q4: 542,909 shares; 2025Q1: 487,689 shares; 2025Q2: 513,959 shares; 2025Q3: 542,939 shares; 2025Q4: 527,737 shares; 2026Q1: 508,965 shares 508,965 $26.8M 0.26% -18,772 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,324 shares; 2024Q4: 531,433 shares; 2025Q1: 624,538 shares; 2025Q2: 731,608 shares; 2025Q3: 733,484 shares; 2025Q4: 714,592 shares; 2026Q1: 590,579 shares 590,579 $26.6M 0.26% -124,013 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,468 shares; 2025Q3: 320,747 shares; 2025Q4: 490,766 shares; 2026Q1: 572,416 shares 572,416 $26.6M 0.26% +81,650 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,040 shares; 2024Q4: 807,388 shares; 2025Q1: 743,064 shares; 2025Q2: 537,465 shares; 2025Q3: 476,659 shares; 2025Q4: 455,341 shares; 2026Q1: 312,514 shares 312,514 $26.5M 0.26% -142,827 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: 1,282,439 shares; 2024Q4: 1,053,601 shares; 2025Q1: 953,639 shares; 2025Q2: 1,230,537 shares; 2025Q3: 926,426 shares; 2025Q4: 1,222,647 shares; 2026Q1: 1,001,134 shares 1,001,134 $25.6M 0.25% -221,513 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,452 shares; 2024Q4: 142,006 shares; 2025Q1: 136,918 shares; 2025Q2: 131,695 shares; 2025Q3: 128,169 shares; 2025Q4: 126,143 shares; 2026Q1: 131,146 shares 131,146 $25.2M 0.25% +5,003 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,701 shares; 2024Q4: 67,101 shares; 2025Q1: 64,295 shares; 2025Q2: 74,485 shares; 2025Q3: 73,559 shares; 2025Q4: 63,196 shares; 2026Q1: 73,667 shares 73,667 $24.9M 0.24% +10,471 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328,055 shares; 2024Q4: 1,358,764 shares; 2025Q1: 2,404,443 shares; 2025Q2: 3,354,992 shares; 2025Q3: 3,728,325 shares; 2025Q4: 762,687 shares; 2026Q1: 599,440 shares 599,440 $24M 0.24% -163,247 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,632 shares; 2024Q4: 391,634 shares; 2025Q1: 390,487 shares; 2025Q2: 375,772 shares; 2025Q3: 375,233 shares; 2025Q4: 319,309 shares; 2026Q1: 352,566 shares 352,566 $23.8M 0.23% +33,257 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: 755,451 shares; 2024Q4: 473,749 shares; 2025Q1: 480,543 shares; 2025Q2: 480,547 shares; 2025Q3: 496,514 shares; 2025Q4: 488,914 shares; 2026Q1: 464,752 shares 464,752 $23.5M 0.23% -24,162 Timeline ITM 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: 187,119 shares; 2024Q4: 215,625 shares; 2025Q1: 335,521 shares; 2025Q2: 453,820 shares; 2025Q3: 477,029 shares; 2025Q4: 479,928 shares; 2026Q1: 501,554 shares 501,554 $23.3M 0.23% +21,626 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,196 shares; 2024Q4: 441,459 shares; 2025Q1: 306,682 shares; 2025Q2: 297,026 shares; 2025Q3: 306,263 shares; 2025Q4: 297,238 shares; 2026Q1: 281,972 shares 281,972 $23.3M 0.23% -15,266 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,953 shares; 2024Q4: 359,535 shares; 2025Q1: 350,114 shares; 2025Q2: 302,012 shares; 2025Q3: 327,083 shares; 2025Q4: 352,643 shares; 2026Q1: 265,919 shares 265,919 $23.1M 0.23% -86,724 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,011 shares; 2024Q4: 359,580 shares; 2025Q1: 511,821 shares; 2025Q2: 508,712 shares; 2025Q3: 495,750 shares; 2025Q4: 490,740 shares; 2026Q1: 573,981 shares 573,981 $22.6M 0.22% +83,241 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,764 shares; 2024Q4: 51,929 shares; 2025Q1: 41,554 shares; 2025Q2: 43,062 shares; 2025Q3: 45,213 shares; 2025Q4: 48,578 shares; 2026Q1: 51,412 shares 51,412 $22.5M 0.22% +2,834 Timeline NTSI 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: 475,167 shares; 2024Q4: 494,952 shares; 2025Q1: 524,632 shares; 2025Q2: 523,891 shares; 2025Q3: 482,339 shares; 2025Q4: 486,433 shares; 2026Q1: 505,718 shares 505,718 $22.3M 0.22% +19,285 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,633 shares; 2024Q4: 712,412 shares; 2025Q1: 707,410 shares; 2025Q2: 698,589 shares; 2025Q3: 760,191 shares; 2025Q4: 688,038 shares; 2026Q1: 724,804 shares 724,804 $22.2M 0.22% +36,766 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,710 shares; 2024Q4: 62,290 shares; 2025Q1: 123,619 shares; 2025Q2: 119,717 shares; 2025Q3: 119,145 shares; 2025Q4: 117,690 shares; 2026Q1: 155,588 shares 155,588 $22.2M 0.22% +37,898 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,909 shares; 2024Q4: 386,071 shares; 2025Q1: 449,646 shares; 2025Q2: 453,136 shares; 2025Q3: 485,385 shares; 2025Q4: 600,596 shares; 2026Q1: 625,569 shares 625,569 $21.9M 0.21% +24,973 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,946 shares; 2024Q4: 138,557 shares; 2025Q1: 130,012 shares; 2025Q2: 127,713 shares; 2025Q3: 129,576 shares; 2025Q4: 126,690 shares; 2026Q1: 128,622 shares 128,622 $21.8M 0.21% +1,932 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,396 shares; 2024Q4: 67,074 shares; 2025Q1: 64,178 shares; 2025Q2: 63,796 shares; 2025Q3: 62,440 shares; 2025Q4: 61,834 shares; 2026Q1: 61,171 shares 61,171 $21.8M 0.21% -663 Timeline DFGR 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: 670,313 shares; 2024Q4: 715,248 shares; 2025Q1: 734,389 shares; 2025Q2: 746,798 shares; 2025Q3: 764,622 shares; 2025Q4: 802,414 shares; 2026Q1: 820,150 shares 820,150 $21.8M 0.21% +17,736 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,412 shares; 2024Q4: 104,433 shares; 2025Q1: 101,481 shares; 2025Q2: 104,163 shares; 2025Q3: 103,040 shares; 2025Q4: 101,713 shares; 2026Q1: 100,684 shares 100,684 $21.7M 0.21% -1,029 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,865 shares; 2024Q4: 512,101 shares; 2025Q1: 795,594 shares; 2025Q2: 779,889 shares; 2025Q3: 759,005 shares; 2025Q4: 732,336 shares; 2026Q1: 603,300 shares 603,300 $21.5M 0.21% -129,036 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: 149,384 shares; 2024Q4: 143,376 shares; 2025Q1: 143,719 shares; 2025Q2: 149,698 shares; 2025Q3: 148,415 shares; 2025Q4: 144,283 shares; 2026Q1: 105,185 shares 105,185 $21.4M 0.21% -39,098 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: 86,064 shares; 2024Q4: 83,223 shares; 2025Q1: 89,733 shares; 2025Q2: 145,825 shares; 2025Q3: 222,136 shares; 2025Q4: 285,752 shares; 2026Q1: 300,466 shares 300,466 $21.3M 0.21% +14,714 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,854 shares; 2024Q4: 1,518,690 shares; 2025Q1: 1,241,309 shares; 2025Q2: 1,155,974 shares; 2025Q3: 1,081,280 shares; 2025Q4: 1,041,603 shares; 2026Q1: 695,917 shares 695,917 $21.2M 0.21% -345,686 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,992 shares; 2024Q4: 280,995 shares; 2025Q1: 270,589 shares; 2025Q2: 253,435 shares; 2025Q3: 241,427 shares; 2025Q4: 234,598 shares; 2026Q1: 226,716 shares 226,716 $21M 0.21% -7,882 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,288 shares; 2024Q4: 116,711 shares; 2025Q1: 133,660 shares; 2025Q2: 160,966 shares; 2025Q3: 207,001 shares; 2025Q4: 238,779 shares; 2026Q1: 271,409 shares 271,409 $20.9M 0.2% +32,630 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: 338,429 shares; 2024Q4: 351,904 shares; 2025Q1: 350,046 shares; 2025Q2: 410,982 shares; 2025Q3: 403,996 shares; 2025Q4: 406,386 shares; 2026Q1: 405,311 shares 405,311 $20.8M 0.2% -1,075 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,243 shares; 2024Q4: 86,508 shares; 2025Q1: 87,424 shares; 2025Q2: 82,763 shares; 2025Q3: 82,246 shares; 2025Q4: 106,236 shares; 2026Q1: 84,216 shares 84,216 $20.6M 0.2% -22,020 Timeline TVAL 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: 202,270 shares; 2024Q4: 467,954 shares; 2025Q1: 679,237 shares; 2025Q2: 662,979 shares; 2025Q3: 636,248 shares; 2025Q4: 596,145 shares; 2026Q1: 559,501 shares 559,501 $20.2M 0.2% -36,644 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,815 shares; 2024Q4: 46,893 shares; 2025Q1: 49,380 shares; 2025Q2: 50,616 shares; 2025Q3: 58,589 shares; 2025Q4: 58,364 shares; 2026Q1: 64,526 shares 64,526 $20.1M 0.2% +6,162 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255,594 shares; 2024Q4: 1,402,046 shares; 2025Q1: 824,066 shares; 2025Q2: 753,931 shares; 2025Q3: 194,570 shares; 2025Q4: 185,598 shares; 2026Q1: 177,618 shares 177,618 $19.8M 0.19% -7,980 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: 634,689 shares; 2024Q4: 1,881,300 shares; 2025Q1: 1,609,493 shares; 2025Q2: 1,513,108 shares; 2025Q3: 1,380,946 shares; 2025Q4: 1,332,291 shares; 2026Q1: 755,449 shares 755,449 $19M 0.19% -576,842 Timeline GSEW 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: 444,613 shares; 2024Q4: 408,219 shares; 2025Q1: 371,112 shares; 2025Q2: 338,082 shares; 2025Q3: 321,465 shares; 2025Q4: 311,846 shares; 2026Q1: 220,956 shares 220,956 $18.7M 0.18% -90,890 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,244 shares; 2024Q4: 107,959 shares; 2025Q1: 117,801 shares; 2025Q2: 111,253 shares; 2025Q3: 106,835 shares; 2025Q4: 133,426 shares; 2026Q1: 129,399 shares 129,399 $18.7M 0.18% -4,027 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,761 shares; 2024Q4: 98,284 shares; 2025Q1: 96,875 shares; 2025Q2: 92,969 shares; 2025Q3: 94,935 shares; 2025Q4: 97,544 shares; 2026Q1: 60,005 shares 60,005 $18.6M 0.18% -37,539 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,343 shares; 2024Q4: 35,156 shares; 2025Q1: 34,396 shares; 2025Q2: 34,874 shares; 2025Q3: 33,785 shares; 2025Q4: 32,903 shares; 2026Q1: 32,442 shares 32,442 $18.6M 0.18% -461 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,170 shares; 2024Q4: 53,003 shares; 2025Q1: 72,092 shares; 2025Q2: 185,125 shares; 2025Q3: 202,472 shares; 2025Q4: 198,990 shares; 2026Q1: 194,114 shares 194,114 $18.5M 0.18% -4,876 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,778 shares; 2025Q3: 116,623 shares; 2025Q4: 184,236 shares; 2026Q1: 409,665 shares 409,665 $18.3M 0.18% +225,429 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,997 shares; 2024Q4: 220,313 shares; 2025Q1: 207,506 shares; 2025Q2: 195,547 shares; 2025Q3: 196,709 shares; 2025Q4: 205,105 shares; 2026Q1: 146,977 shares 146,977 $18.3M 0.18% -58,128 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,343 shares; 2024Q4: 132,912 shares; 2025Q1: 142,879 shares; 2025Q2: 133,418 shares; 2025Q3: 120,965 shares; 2025Q4: 103,513 shares; 2026Q1: 162,931 shares 162,931 $18M 0.18% +59,418 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,236 shares; 2024Q4: 1,034,361 shares; 2025Q1: 831,404 shares; 2025Q2: 782,977 shares; 2025Q3: 743,962 shares; 2025Q4: 709,056 shares; 2026Q1: 570,755 shares 570,755 $17.7M 0.17% -138,301 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,647 shares; 2025Q3: 236,500 shares; 2025Q4: 225,745 shares; 2026Q1: 226,149 shares 226,149 $17.5M 0.17% +404 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,205 shares; 2024Q4: 60,433 shares; 2025Q1: 58,985 shares; 2025Q2: 57,690 shares; 2025Q3: 59,305 shares; 2025Q4: 82,177 shares; 2026Q1: 82,874 shares 82,874 $17.1M 0.17% +697 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,024 shares; 2024Q4: 77,151 shares; 2025Q1: 80,451 shares; 2025Q2: 97,804 shares; 2025Q3: 102,107 shares; 2025Q4: 65,331 shares; 2026Q1: 83,985 shares 83,985 $17.1M 0.17% +18,654 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: 575,745 shares; 2024Q4: 399,492 shares; 2025Q1: 400,955 shares; 2025Q2: 397,810 shares; 2025Q3: 396,621 shares; 2025Q4: 239,262 shares; 2026Q1: 237,554 shares 237,554 $17.1M 0.17% -1,708 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,393 shares; 2024Q4: 176,500 shares; 2025Q1: 184,529 shares; 2025Q2: 201,159 shares; 2025Q3: 267,254 shares; 2025Q4: 359,071 shares; 2026Q1: 335,836 shares 335,836 $17M 0.17% -23,235 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,754 shares; 2024Q4: 202,257 shares; 2025Q1: 196,217 shares; 2025Q2: 196,149 shares; 2025Q3: 245,662 shares; 2025Q4: 229,504 shares; 2026Q1: 236,352 shares 236,352 $16.8M 0.16% +6,848 Timeline DGCB 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: 107,692 shares; 2024Q4: 145,715 shares; 2025Q1: 158,510 shares; 2025Q2: 179,291 shares; 2025Q3: 180,767 shares; 2025Q4: 271,403 shares; 2026Q1: 308,711 shares 308,711 $16.7M 0.16% +37,308 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,912 shares; 2024Q4: 223,421 shares; 2025Q1: 232,933 shares; 2025Q2: 233,383 shares; 2025Q3: 231,152 shares; 2025Q4: 218,318 shares; 2026Q1: 210,004 shares 210,004 $16.5M 0.16% -8,314 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 20,370 shares; 2025Q1: 20,713 shares; 2025Q2: 17,320 shares; 2025Q3: 17,494 shares; 2025Q4: 18,312 shares; 2026Q1: 15,945 shares 15,945 $15.9M 0.16% -2,367 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,013 shares; 2024Q4: 38,112 shares; 2025Q1: 36,973 shares; 2025Q2: 40,193 shares; 2025Q3: 39,370 shares; 2025Q4: 35,993 shares; 2026Q1: 37,046 shares 37,046 $15.8M 0.15% +1,053 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,977 shares; 2024Q4: 402,254 shares; 2025Q1: 379,402 shares; 2025Q2: 389,559 shares; 2025Q3: 380,769 shares; 2025Q4: 362,848 shares; 2026Q1: 337,714 shares 337,714 $15.8M 0.15% -25,134 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,071 shares; 2024Q4: 356,240 shares; 2025Q1: 356,354 shares; 2025Q2: 347,090 shares; 2025Q3: 327,734 shares; 2025Q4: 320,541 shares; 2026Q1: 319,997 shares 319,997 $15.5M 0.15% -544 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: 372,843 shares; 2024Q4: 376,270 shares; 2025Q1: 360,578 shares; 2025Q2: 348,017 shares; 2025Q3: 341,801 shares; 2025Q4: 328,297 shares; 2026Q1: 315,939 shares 315,939 $15.3M 0.15% -12,358 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,111 shares; 2024Q4: 241,177 shares; 2025Q1: 705,427 shares; 2025Q2: 591,461 shares; 2025Q3: 556,094 shares; 2025Q4: 534,357 shares; 2026Q1: 412,241 shares 412,241 $15.2M 0.15% -122,116 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,836 shares; 2025Q4: 115,867 shares; 2026Q1: 292,367 shares 292,367 $15.2M 0.15% +176,500 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,402 shares; 2024Q4: 66,586 shares; 2025Q1: 59,816 shares; 2025Q2: 57,025 shares; 2025Q3: 67,400 shares; 2025Q4: 69,884 shares; 2026Q1: 76,843 shares 76,843 $15.1M 0.15% +6,959 Timeline HYD 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: 34,489 shares; 2024Q4: 35,580 shares; 2025Q1: 201,953 shares; 2025Q2: 134,809 shares; 2025Q3: 259,318 shares; 2025Q4: 318,331 shares; 2026Q1: 300,637 shares 300,637 $15.1M 0.15% -17,694 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,544 shares; 2024Q4: 41,731 shares; 2025Q1: 42,024 shares; 2025Q2: 41,396 shares; 2025Q3: 41,110 shares; 2025Q4: 161,521 shares; 2026Q1: 154,834 shares 154,834 $14.9M 0.15% -6,687 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,849 shares; 2024Q4: 282,961 shares; 2025Q1: 302,916 shares; 2025Q2: 308,109 shares; 2025Q3: 303,505 shares; 2025Q4: 247,597 shares; 2026Q1: 197,018 shares 197,018 $14.8M 0.14% -50,579 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,519 shares; 2026Q1: 162,463 shares 162,463 $14.5M 0.14% +14,944 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,038 shares; 2024Q4: 160,401 shares; 2025Q1: 169,792 shares; 2025Q2: 171,975 shares; 2025Q3: 183,743 shares; 2025Q4: 192,633 shares; 2026Q1: 179,032 shares 179,032 $14.2M 0.14% -13,601 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,330 shares; 2024Q4: 37,276 shares; 2025Q1: 35,073 shares; 2025Q2: 35,619 shares; 2025Q3: 36,067 shares; 2025Q4: 43,140 shares; 2026Q1: 37,798 shares 37,798 $14.1M 0.14% -5,342 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,073 shares; 2024Q4: 49,210 shares; 2025Q1: 47,684 shares; 2025Q2: 41,462 shares; 2025Q3: 40,974 shares; 2025Q4: 60,571 shares; 2026Q1: 64,588 shares 64,588 $14M 0.14% +4,017 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,018 shares; 2024Q4: 438,110 shares; 2025Q1: 448,994 shares; 2025Q2: 357,544 shares; 2025Q3: 352,384 shares; 2025Q4: 346,731 shares; 2026Q1: 346,811 shares 346,811 $13.8M 0.13% +80 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: 135,765 shares; 2024Q4: 180,897 shares; 2025Q1: 183,228 shares; 2025Q2: 123,178 shares; 2025Q3: 127,396 shares; 2025Q4: 137,270 shares; 2026Q1: 135,155 shares 135,155 $13.8M 0.13% -2,115 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,904 shares; 2024Q4: 172,965 shares; 2025Q1: 160,760 shares; 2025Q2: 157,504 shares; 2025Q3: 159,476 shares; 2025Q4: 121,580 shares; 2026Q1: 110,304 shares 110,304 $13.7M 0.13% -11,276 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: 161,388 shares; 2024Q4: 156,980 shares; 2025Q1: 147,057 shares; 2025Q2: 170,588 shares; 2025Q3: 145,825 shares; 2025Q4: 117,358 shares; 2026Q1: 142,202 shares 142,202 $13.6M 0.13% +24,844 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: 78,627 shares; 2024Q4: 94,332 shares; 2025Q1: 103,533 shares; 2025Q2: 117,922 shares; 2025Q3: 136,038 shares; 2025Q4: 283,610 shares; 2026Q1: 272,834 shares 272,834 $13.6M 0.13% -10,776 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,210 shares; 2024Q4: 727,030 shares; 2025Q1: 696,741 shares; 2025Q2: 689,223 shares; 2025Q3: 664,443 shares; 2025Q4: 644,354 shares; 2026Q1: 444,093 shares 444,093 $13.4M 0.13% -200,261 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: 93,399 shares; 2024Q4: 58,668 shares; 2025Q1: 178,554 shares; 2025Q2: 167,887 shares; 2025Q3: 162,871 shares; 2025Q4: 167,624 shares; 2026Q1: 169,206 shares 169,206 $13.3M 0.13% +1,582 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,869 shares; 2024Q4: 72,353 shares; 2025Q1: 79,800 shares; 2025Q2: 75,494 shares; 2025Q3: 73,959 shares; 2025Q4: 76,501 shares; 2026Q1: 65,969 shares 65,969 $13.1M 0.13% -10,532 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,179 shares; 2024Q4: 270,932 shares; 2025Q1: 286,014 shares; 2025Q2: 222,264 shares; 2025Q3: 217,191 shares; 2025Q4: 209,517 shares; 2026Q1: 235,828 shares 235,828 $12.9M 0.13% +26,311 Timeline WTMF 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: 510,288 shares; 2024Q4: 550,691 shares; 2025Q1: 510,539 shares; 2025Q2: 497,698 shares; 2025Q3: 475,576 shares; 2025Q4: 462,241 shares; 2026Q1: 319,248 shares 319,248 $12.7M 0.12% -142,993 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 18,543 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 17,271 shares; 2025Q4: 17,229 shares; 2026Q1: 17,825 shares 17,825 $12.6M 0.12% +596 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,399 shares; 2024Q4: 464,149 shares; 2025Q1: 415,622 shares; 2025Q2: 407,947 shares; 2025Q3: 562,331 shares; 2025Q4: 507,185 shares; 2026Q1: 502,958 shares 502,958 $12.4M 0.12% -4,227 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,683 shares; 2024Q4: 111,382 shares; 2025Q1: 88,247 shares; 2025Q2: 83,948 shares; 2025Q3: 85,229 shares; 2025Q4: 155,943 shares; 2026Q1: 159,035 shares 159,035 $12.3M 0.12% +3,092 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,039 shares; 2024Q4: 31,256 shares; 2025Q1: 32,535 shares; 2025Q2: 30,095 shares; 2025Q3: 31,332 shares; 2025Q4: 29,699 shares; 2026Q1: 28,020 shares 28,020 $12.1M 0.12% -1,679 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 12,386 shares; 2025Q1: 11,974 shares; 2025Q2: 11,998 shares; 2025Q3: 11,145 shares; 2025Q4: 12,244 shares; 2026Q1: 12,819 shares 12,819 $11.8M 0.12% +575 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,858 shares; 2024Q4: 572,459 shares; 2025Q1: 438,332 shares; 2025Q2: 407,961 shares; 2025Q3: 403,383 shares; 2025Q4: 393,300 shares; 2026Q1: 394,701 shares 394,701 $11.5M 0.11% +1,401 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,511 shares; 2024Q4: 58,963 shares; 2025Q1: 55,935 shares; 2025Q2: 52,985 shares; 2025Q3: 51,316 shares; 2025Q4: 78,064 shares; 2026Q1: 73,778 shares 73,778 $11.5M 0.11% -4,286 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: not reported; 2026Q1: 1,294,230 shares 1,294,230 $11.3M 0.11% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,656 shares; 2024Q4: 31,409 shares; 2025Q1: 30,365 shares; 2025Q2: 24,507 shares; 2025Q3: 24,679 shares; 2025Q4: 37,358 shares; 2026Q1: 34,306 shares 34,306 $11.3M 0.11% -3,052 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 92,512 shares; 2025Q1: 90,135 shares; 2025Q2: 76,283 shares; 2025Q3: 73,782 shares; 2025Q4: 72,873 shares; 2026Q1: 72,583 shares 72,583 $11.3M 0.11% -290 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,562 shares; 2024Q4: 229,265 shares; 2025Q1: 230,737 shares; 2025Q2: 232,326 shares; 2025Q3: 230,198 shares; 2025Q4: 226,317 shares; 2026Q1: 251,482 shares 251,482 $11.1M 0.11% +25,165 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,272 shares; 2024Q4: 48,219 shares; 2025Q1: 47,291 shares; 2025Q2: 47,232 shares; 2025Q3: 48,410 shares; 2025Q4: 51,454 shares; 2026Q1: 42,447 shares 42,447 $11.1M 0.11% -9,007 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,651 shares; 2024Q4: 131,612 shares; 2025Q1: 125,213 shares; 2025Q2: 111,505 shares; 2025Q3: 106,439 shares; 2025Q4: 104,518 shares; 2026Q1: 106,577 shares 106,577 $11.1M 0.11% +2,059 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,233 shares; 2024Q4: 33,289 shares; 2025Q1: 32,848 shares; 2025Q2: 38,989 shares; 2025Q3: 37,941 shares; 2025Q4: 36,626 shares; 2026Q1: 40,951 shares 40,951 $11.1M 0.11% +4,325 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,342 shares; 2025Q1: 53,857 shares; 2025Q2: 87,748 shares; 2025Q3: 120,267 shares; 2025Q4: 197,985 shares; 2026Q1: 215,381 shares 215,381 $10.9M 0.11% +17,396 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,543 shares; 2024Q4: 55,507 shares; 2025Q1: 61,951 shares; 2025Q2: 67,684 shares; 2025Q3: 67,307 shares; 2025Q4: 36,402 shares; 2026Q1: 43,524 shares 43,524 $10.9M 0.11% +7,122 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,233 shares; 2024Q4: 154,358 shares; 2025Q1: 152,681 shares; 2025Q2: 151,554 shares; 2025Q3: 151,864 shares; 2025Q4: 147,586 shares; 2026Q1: 155,065 shares 155,065 $10.9M 0.11% +7,479 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,724 shares; 2024Q4: 60,272 shares; 2025Q1: 64,070 shares; 2025Q2: 79,906 shares; 2025Q3: 78,708 shares; 2025Q4: 142,039 shares; 2026Q1: 170,739 shares 170,739 $10.7M 0.1% +28,700 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,111 shares; 2024Q4: 198,178 shares; 2025Q1: 200,205 shares; 2025Q2: 234,384 shares; 2025Q3: 241,475 shares; 2025Q4: 214,435 shares; 2026Q1: 166,314 shares 166,314 $10.7M 0.1% -48,121 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,094 shares; 2025Q3: 133,936 shares; 2025Q4: 181,185 shares; 2026Q1: 224,482 shares 224,482 $10.6M 0.1% +43,297 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,877 shares 207,877 $10.4M 0.1% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,187 shares; 2024Q4: 103,899 shares; 2025Q1: 110,528 shares; 2025Q2: 113,538 shares; 2025Q3: 126,404 shares; 2025Q4: 129,943 shares; 2026Q1: 123,570 shares 123,570 $10.2M 0.1% -6,373 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,747 shares; 2024Q4: 105,849 shares; 2025Q1: 100,067 shares; 2025Q2: 74,100 shares; 2025Q3: 73,609 shares; 2025Q4: 71,145 shares; 2026Q1: 70,640 shares 70,640 $9.99M 0.1% -505 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,531 shares; 2024Q4: 589,601 shares; 2025Q1: 547,174 shares; 2025Q2: 544,849 shares; 2025Q3: 532,087 shares; 2025Q4: 342,744 shares; 2026Q1: 351,073 shares 351,073 $9.78M 0.1% +8,329 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,232 shares; 2024Q4: 15,079 shares; 2025Q1: 58,131 shares; 2025Q2: 73,498 shares; 2025Q3: 104,923 shares; 2025Q4: 98,260 shares; 2026Q1: 97,024 shares 97,024 $9.77M 0.1% -1,236 Timeline DFGX 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: 65,146 shares; 2024Q4: 89,145 shares; 2025Q1: 105,110 shares; 2025Q2: 124,791 shares; 2025Q3: 127,546 shares; 2025Q4: 169,284 shares; 2026Q1: 185,578 shares 185,578 $9.73M 0.1% +16,294 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,792 shares; 2024Q4: 30,793 shares; 2025Q1: 34,380 shares; 2025Q2: 156,925 shares; 2025Q3: 156,870 shares; 2025Q4: 161,186 shares; 2026Q1: 183,921 shares 183,921 $9.71M 0.1% +22,735 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,750 shares; 2025Q3: 124,895 shares; 2025Q4: 198,048 shares; 2026Q1: 192,455 shares 192,455 $9.62M 0.09% -5,593 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,450 shares; 2024Q4: 13,842 shares; 2025Q1: 82,413 shares; 2025Q2: 82,189 shares; 2025Q3: 81,150 shares; 2025Q4: 78,387 shares; 2026Q1: 110,819 shares 110,819 $9.6M 0.09% +32,432 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,078 shares; 2024Q4: 45,382 shares; 2025Q1: 44,221 shares; 2025Q2: 35,016 shares; 2025Q3: 33,901 shares; 2025Q4: 30,442 shares; 2026Q1: 31,604 shares 31,604 $9.55M 0.09% +1,162 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: 349,229 shares; 2024Q4: 312,136 shares; 2025Q1: 269,843 shares; 2025Q2: 250,458 shares; 2025Q3: 241,927 shares; 2025Q4: 232,297 shares; 2026Q1: 223,267 shares 223,267 $9.45M 0.09% -9,030 Timeline DFSU 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: 186,645 shares; 2024Q4: 184,766 shares; 2025Q1: 199,388 shares; 2025Q2: 183,789 shares; 2025Q3: 195,440 shares; 2025Q4: 215,827 shares; 2026Q1: 228,918 shares 228,918 $9.41M 0.09% +13,091 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: 14,481 shares; 2024Q4: 14,559 shares; 2025Q1: 14,667 shares; 2025Q2: 14,238 shares; 2025Q3: 13,104 shares; 2025Q4: 47,897 shares; 2026Q1: 93,688 shares 93,688 $9.04M 0.09% +45,791 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,105 shares; 2024Q4: 72,847 shares; 2025Q1: 72,163 shares; 2025Q2: 70,001 shares; 2025Q3: 69,309 shares; 2025Q4: 68,295 shares; 2026Q1: 68,358 shares 68,358 $9.02M 0.09% +63 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,017 shares; 2024Q4: 25,685 shares; 2025Q1: 28,404 shares; 2025Q2: 28,654 shares; 2025Q3: 28,573 shares; 2025Q4: 38,794 shares; 2026Q1: 37,192 shares 37,192 $9.01M 0.09% -1,602 Timeline AVSC 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: 185,642 shares; 2024Q4: 193,874 shares; 2025Q1: 192,267 shares; 2025Q2: 176,665 shares; 2025Q3: 149,987 shares; 2025Q4: 143,039 shares; 2026Q1: 143,427 shares 143,427 $8.94M 0.09% +388 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,872 shares; 2024Q4: 112,508 shares; 2025Q1: 68,053 shares; 2025Q2: 85,926 shares; 2025Q3: 80,654 shares; 2025Q4: 102,457 shares; 2026Q1: 89,649 shares 89,649 $8.9M 0.09% -12,808 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,787 shares; 2024Q4: 347,213 shares; 2025Q1: 320,786 shares; 2025Q2: 290,292 shares; 2025Q3: 266,129 shares; 2025Q4: 254,478 shares; 2026Q1: 180,845 shares 180,845 $8.84M 0.09% -73,633 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,440 shares; 2024Q4: 84,139 shares; 2025Q1: 87,058 shares; 2025Q2: 78,194 shares; 2025Q3: 77,951 shares; 2025Q4: 76,728 shares; 2026Q1: 77,261 shares 77,261 $8.78M 0.09% +533 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,700 shares; 2025Q1: 28,800 shares; 2025Q2: 59,900 shares; 2025Q3: 89,689 shares; 2025Q4: 234,354 shares; 2026Q1: 261,600 shares 261,600 $8.75M 0.09% +27,246 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: 10,574 shares; 2024Q4: 10,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,178 shares; 2025Q4: 118,987 shares; 2026Q1: 183,757 shares 183,757 $8.75M 0.09% +64,770 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,747 shares; 2024Q4: 54,626 shares; 2025Q1: 49,636 shares; 2025Q2: 37,673 shares; 2025Q3: 35,324 shares; 2025Q4: 36,151 shares; 2026Q1: 61,199 shares 61,199 $8.7M 0.09% +25,048 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,563 shares; 2025Q3: 105,972 shares; 2025Q4: 177,308 shares; 2026Q1: 154,458 shares 154,458 $8.48M 0.08% -22,850 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631,699 shares; 2024Q4: 687,439 shares; 2025Q1: 649,220 shares; 2025Q2: 603,602 shares; 2025Q3: 633,581 shares; 2025Q4: 689,190 shares; 2026Q1: 594,352 shares 594,352 $8.3M 0.08% -94,838 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277,756 shares; 2024Q4: 1,280,328 shares; 2025Q1: 892,646 shares; 2025Q2: 121,529 shares; 2025Q3: 110,098 shares; 2025Q4: 105,076 shares; 2026Q1: 105,411 shares 105,411 $8.29M 0.08% +335 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,102 shares; 2024Q4: 72,108 shares; 2025Q1: 56,209 shares; 2025Q2: 49,939 shares; 2025Q3: 321,125 shares; 2025Q4: 57,360 shares; 2026Q1: 283,524 shares 283,524 $8.27M 0.08% +226,164 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,484 shares; 2024Q4: 122,209 shares; 2025Q1: 141,492 shares; 2025Q2: 146,552 shares; 2025Q3: 146,592 shares; 2025Q4: 146,378 shares; 2026Q1: 139,992 shares 139,992 $8.2M 0.08% -6,386 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 4,209 shares; 2025Q1: 5,014 shares; 2025Q2: 4,550 shares; 2025Q3: 5,066 shares; 2025Q4: 33,838 shares; 2026Q1: 33,125 shares 33,125 $8.18M 0.08% -713 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 3,398 shares; 2025Q1: 12,265 shares; 2025Q2: 19,006 shares; 2025Q3: 23,648 shares; 2025Q4: 26,966 shares; 2026Q1: 38,795 shares 38,795 $8.14M 0.08% +11,829 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: 146,318 shares; 2024Q4: 150,298 shares; 2025Q1: 157,226 shares; 2025Q2: 133,752 shares; 2025Q3: 143,019 shares; 2025Q4: 138,245 shares; 2026Q1: 157,305 shares 157,305 $8M 0.08% +19,060 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 690 shares; 2025Q1: 327 shares; 2025Q2: 318 shares; 2025Q3: 194 shares; 2025Q4: 5,758 shares; 2026Q1: 6,883 shares 6,883 $7.98M 0.08% +1,125 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,254 shares; 2024Q4: 143,116 shares; 2025Q1: 140,394 shares; 2025Q2: 145,530 shares; 2025Q3: 134,723 shares; 2025Q4: 292,198 shares; 2026Q1: 283,706 shares 283,706 $7.97M 0.08% -8,492 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,273 shares 180,273 $7.95M 0.08% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,080 shares; 2024Q4: 103,157 shares; 2025Q1: 95,538 shares; 2025Q2: 44,110 shares; 2025Q3: 46,164 shares; 2025Q4: 42,950 shares; 2026Q1: 95,889 shares 95,889 $7.9M 0.08% +52,939 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,780 shares; 2024Q4: 48,084 shares; 2025Q1: 62,180 shares; 2025Q2: 25,720 shares; 2025Q3: 25,987 shares; 2025Q4: 25,854 shares; 2026Q1: 27,574 shares 27,574 $7.82M 0.08% +1,720 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,623 shares; 2024Q4: 308,074 shares; 2025Q1: 302,402 shares; 2025Q2: 299,229 shares; 2025Q3: 293,025 shares; 2025Q4: 184,331 shares; 2026Q1: 183,329 shares 183,329 $7.8M 0.08% -1,002 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,250 shares; 2024Q4: 79,605 shares; 2025Q1: 79,826 shares; 2025Q2: 76,185 shares; 2025Q3: 76,334 shares; 2025Q4: 75,664 shares; 2026Q1: 75,728 shares 75,728 $7.74M 0.08% +64 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,184 shares; 2024Q4: 55,914 shares; 2025Q1: 63,894 shares; 2025Q2: 63,386 shares; 2025Q3: 180,153 shares; 2025Q4: 210,534 shares; 2026Q1: 243,956 shares 243,956 $7.73M 0.08% +33,422 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,959 shares; 2024Q4: not reported; 2025Q1: 44,162 shares; 2025Q2: 45,293 shares; 2025Q3: 70,949 shares; 2025Q4: 318,248 shares; 2026Q1: 317,587 shares 317,587 $7.7M 0.08% -661 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,218 shares; 2024Q4: 38,563 shares; 2025Q1: 35,786 shares; 2025Q2: 38,057 shares; 2025Q3: 34,913 shares; 2025Q4: 38,223 shares; 2026Q1: 35,690 shares 35,690 $7.63M 0.07% -2,533 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,085 shares; 2025Q1: 7,571 shares; 2025Q2: 8,042 shares; 2025Q3: 13,139 shares; 2025Q4: 69,057 shares; 2026Q1: 71,124 shares 71,124 $7.44M 0.07% +2,067 Timeline NTSE 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: 184,955 shares; 2024Q4: 190,584 shares; 2025Q1: 200,018 shares; 2025Q2: 200,696 shares; 2025Q3: 183,923 shares; 2025Q4: 180,312 shares; 2026Q1: 183,818 shares 183,818 $7.31M 0.07% +3,506 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: 28,036 shares; 2024Q4: 35,010 shares; 2025Q1: 271,662 shares; 2025Q2: 533,510 shares; 2025Q3: 103,632 shares; 2025Q4: 132,069 shares; 2026Q1: 290,915 shares 290,915 $7.21M 0.07% +158,846 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 10,344 shares; 2025Q1: 10,923 shares; 2025Q2: 11,938 shares; 2025Q3: 12,977 shares; 2025Q4: 13,385 shares; 2026Q1: 21,090 shares 21,090 $7.21M 0.07% +7,705 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,930 shares; 2024Q4: 125,049 shares; 2025Q1: 118,211 shares; 2025Q2: 109,075 shares; 2025Q3: 152,741 shares; 2025Q4: 124,075 shares; 2026Q1: 120,480 shares 120,480 $7.13M 0.07% -3,595 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: 174,506 shares; 2024Q4: 174,706 shares; 2025Q1: 166,059 shares; 2025Q2: 111,548 shares; 2025Q3: 116,451 shares; 2025Q4: 123,145 shares; 2026Q1: 124,682 shares 124,682 $7.09M 0.07% +1,537 Timeline DFGP 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: 71,364 shares; 2024Q4: 65,715 shares; 2025Q1: 65,439 shares; 2025Q2: 62,393 shares; 2025Q3: 63,401 shares; 2025Q4: 118,008 shares; 2026Q1: 131,264 shares 131,264 $7.09M 0.07% +13,256 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,225 shares 112,225 $7.06M 0.07% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,301 shares; 2024Q4: 60,846 shares; 2025Q1: 55,900 shares; 2025Q2: 50,121 shares; 2025Q3: 50,926 shares; 2025Q4: 52,724 shares; 2026Q1: 58,595 shares 58,595 $7.05M 0.07% +5,871 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,946 shares; 2024Q4: 17,903 shares; 2025Q1: 19,128 shares; 2025Q2: 21,393 shares; 2025Q3: 21,496 shares; 2025Q4: 24,639 shares; 2026Q1: 29,445 shares 29,445 $7M 0.07% +4,806 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: 21,043 shares; 2024Q4: 20,996 shares; 2025Q1: 17,986 shares; 2025Q2: 16,915 shares; 2025Q3: 14,324 shares; 2025Q4: 98,182 shares; 2026Q1: 95,775 shares 95,775 $6.97M 0.07% -2,407 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,825 shares; 2024Q4: 39,127 shares; 2025Q1: 38,914 shares; 2025Q2: 38,666 shares; 2025Q3: 37,727 shares; 2025Q4: 38,342 shares; 2026Q1: 45,944 shares 45,944 $6.8M 0.07% +7,602 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,621 shares; 2024Q4: 142,123 shares; 2025Q1: 152,571 shares; 2025Q2: 132,612 shares; 2025Q3: 129,787 shares; 2025Q4: 125,271 shares; 2026Q1: 100,130 shares 100,130 $6.8M 0.07% -25,141 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,621 shares; 2024Q4: 115,512 shares; 2025Q1: 82,014 shares; 2025Q2: 88,054 shares; 2025Q3: 90,364 shares; 2025Q4: 85,208 shares; 2026Q1: 99,545 shares 99,545 $6.8M 0.07% +14,337 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,706 shares; 2024Q4: 76,139 shares; 2025Q1: 67,546 shares; 2025Q2: 71,241 shares; 2025Q3: 69,533 shares; 2025Q4: 74,787 shares; 2026Q1: 85,119 shares 85,119 $6.78M 0.07% +10,332 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,423 shares; 2024Q4: 45,030 shares; 2025Q1: 45,344 shares; 2025Q2: 32,746 shares; 2025Q3: 39,914 shares; 2025Q4: 56,434 shares; 2026Q1: 167,855 shares 167,855 $6.75M 0.07% +111,421 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,965 shares; 2024Q4: 43,475 shares; 2025Q1: 41,285 shares; 2025Q2: 34,024 shares; 2025Q3: 31,582 shares; 2025Q4: 112,773 shares; 2026Q1: 110,714 shares 110,714 $6.71M 0.07% -2,059 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,516 shares; 2024Q4: 13,784 shares; 2025Q1: 14,451 shares; 2025Q2: 12,986 shares; 2025Q3: 20,247 shares; 2025Q4: 14,869 shares; 2026Q1: 13,634 shares 13,634 $6.7M 0.07% -1,235 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,926 shares; 2024Q4: 57,630 shares; 2025Q1: 25,518 shares; 2025Q2: 25,200 shares; 2025Q3: 26,028 shares; 2025Q4: 26,681 shares; 2026Q1: 71,737 shares 71,737 $6.65M 0.07% +45,056 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,655 shares; 2026Q1: 272,482 shares 272,482 $6.6M 0.06% +827 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: 317,958 shares; 2024Q4: 304,264 shares; 2025Q1: 454,800 shares; 2025Q2: 347,073 shares; 2025Q3: 189,896 shares; 2025Q4: 184,816 shares; 2026Q1: 129,584 shares 129,584 $6.6M 0.06% -55,232 Timeline VGLT 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: 74,610 shares; 2024Q4: 65,563 shares; 2025Q1: 66,097 shares; 2025Q2: 162,817 shares; 2025Q3: 159,787 shares; 2025Q4: 117,085 shares; 2026Q1: 118,085 shares 118,085 $6.54M 0.06% +1,000 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 20,469 shares; 2025Q1: 19,609 shares; 2025Q2: 16,396 shares; 2025Q3: 14,706 shares; 2025Q4: 33,118 shares; 2026Q1: 33,631 shares 33,631 $6.53M 0.06% +513 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,697 shares; 2024Q4: 136,441 shares; 2025Q1: 131,655 shares; 2025Q2: 133,676 shares; 2025Q3: 140,129 shares; 2025Q4: 128,237 shares; 2026Q1: 120,684 shares 120,684 $6.52M 0.06% -7,553 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,638 shares; 2024Q4: 184,970 shares; 2025Q1: 161,356 shares; 2025Q2: 160,176 shares; 2025Q3: 137,819 shares; 2025Q4: 133,236 shares; 2026Q1: 118,950 shares 118,950 $6.5M 0.06% -14,286 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,257 shares; 2025Q1: 2,885 shares; 2025Q2: 3,097 shares; 2025Q3: 2,894 shares; 2025Q4: 2,935 shares; 2026Q1: 50,863 shares 50,863 $6.47M 0.06% +47,928 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,208 shares; 2024Q4: 14,222 shares; 2025Q1: 15,364 shares; 2025Q2: 16,205 shares; 2025Q3: 15,043 shares; 2025Q4: 14,560 shares; 2026Q1: 30,472 shares 30,472 $6.46M 0.06% +15,912 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: 193,813 shares; 2024Q4: 198,491 shares; 2025Q1: 207,643 shares; 2025Q2: 205,691 shares; 2025Q3: 217,270 shares; 2025Q4: 218,810 shares; 2026Q1: 223,248 shares 223,248 $6.41M 0.06% +4,438 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,548 shares; 2024Q4: 13,693 shares; 2025Q1: 12,138 shares; 2025Q2: 12,557 shares; 2025Q3: 12,337 shares; 2025Q4: 13,218 shares; 2026Q1: 12,797 shares 12,797 $6.39M 0.06% -421 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: 71,932 shares; 2024Q4: 163,257 shares; 2025Q1: 159,437 shares; 2025Q2: 161,806 shares; 2025Q3: 161,379 shares; 2025Q4: 157,129 shares; 2026Q1: 173,771 shares 173,771 $6.37M 0.06% +16,642 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 25,529 shares; 2025Q1: 25,570 shares; 2025Q2: 24,071 shares; 2025Q3: 25,212 shares; 2025Q4: 48,341 shares; 2026Q1: 47,790 shares 47,790 $6.35M 0.06% -551 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,623 shares; 2025Q1: 8,448 shares; 2025Q2: 8,079 shares; 2025Q3: 8,042 shares; 2025Q4: 29,691 shares; 2026Q1: 30,385 shares 30,385 $6.32M 0.06% +694 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,939 shares; 2024Q4: 32,457 shares; 2025Q1: 29,741 shares; 2025Q2: 29,599 shares; 2025Q3: 29,558 shares; 2025Q4: 28,028 shares; 2026Q1: 32,310 shares 32,310 $6.23M 0.06% +4,282 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,269 shares; 2024Q4: 115,974 shares; 2025Q1: 109,500 shares; 2025Q2: 108,032 shares; 2025Q3: 109,044 shares; 2025Q4: 117,162 shares; 2026Q1: 81,909 shares 81,909 $6.23M 0.06% -35,253 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 11,565 shares; 2025Q1: 7,737 shares; 2025Q2: 50,228 shares; 2025Q3: 107,175 shares; 2025Q4: 140,061 shares; 2026Q1: 179,621 shares 179,621 $6.22M 0.06% +39,560 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,146 shares; 2024Q4: 36,088 shares; 2025Q1: 37,676 shares; 2025Q2: 41,814 shares; 2025Q3: 42,737 shares; 2025Q4: 45,213 shares; 2026Q1: 42,425 shares 42,425 $6.21M 0.06% -2,788 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,393 shares; 2025Q4: 100,500 shares; 2026Q1: 118,511 shares 118,511 $6.19M 0.06% +18,011 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,850 shares; 2024Q4: 446,315 shares; 2025Q1: 378,431 shares; 2025Q2: 330,520 shares; 2025Q3: 330,448 shares; 2025Q4: 300,776 shares; 2026Q1: 300,864 shares 300,864 $6.19M 0.06% +88 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,220 shares; 2024Q4: 208,743 shares; 2025Q1: 194,001 shares; 2025Q2: 149,568 shares; 2025Q3: 148,118 shares; 2025Q4: 137,266 shares; 2026Q1: 126,928 shares 126,928 $6.19M 0.06% -10,338 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,189 shares; 2024Q4: 71,289 shares; 2025Q1: 62,529 shares; 2025Q2: 61,709 shares; 2025Q3: 61,647 shares; 2025Q4: 57,661 shares; 2026Q1: 55,689 shares 55,689 $6.15M 0.06% -1,972 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 14,697 shares; 2025Q1: 15,583 shares; 2025Q2: 15,504 shares; 2025Q3: 15,941 shares; 2025Q4: 15,128 shares; 2026Q1: 14,919 shares 14,919 $6.08M 0.06% -209 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,860 shares; 2024Q4: 20,740 shares; 2025Q1: 17,658 shares; 2025Q2: 17,782 shares; 2025Q3: 16,717 shares; 2025Q4: 22,894 shares; 2026Q1: 20,095 shares 20,095 $6.08M 0.06% -2,799 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,899 shares; 2024Q4: 18,319 shares; 2025Q1: 15,592 shares; 2025Q2: 15,603 shares; 2025Q3: 15,642 shares; 2025Q4: 17,032 shares; 2026Q1: 17,136 shares 17,136 $6.03M 0.06% +104 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: 22,735 shares; 2025Q1: 23,383 shares; 2025Q2: 23,669 shares; 2025Q3: 22,893 shares; 2025Q4: 20,676 shares; 2026Q1: 17,705 shares 17,705 $5.98M 0.06% -2,971 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,692 shares; 2024Q4: 72,967 shares; 2025Q1: 63,249 shares; 2025Q2: 94,946 shares; 2025Q3: 91,812 shares; 2025Q4: 91,899 shares; 2026Q1: 58,942 shares 58,942 $5.94M 0.06% -32,957 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: 38,116 shares; 2024Q4: 75,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 67,953 shares; 2026Q1: 91,288 shares 91,288 $5.83M 0.06% +23,335 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 40,278 shares; 2025Q1: 37,802 shares; 2025Q2: 37,856 shares; 2025Q3: 37,587 shares; 2025Q4: 40,674 shares; 2026Q1: 39,911 shares 39,911 $5.78M 0.06% -763 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,423 shares; 2024Q4: 42,698 shares; 2025Q1: 39,389 shares; 2025Q2: 38,350 shares; 2025Q3: 36,905 shares; 2025Q4: 38,608 shares; 2026Q1: 39,063 shares 39,063 $5.75M 0.06% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,077 shares; 2026Q1: 246,980 shares 246,980 $5.74M 0.06% +903 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,209 shares; 2024Q4: 33,906 shares; 2025Q1: 38,039 shares; 2025Q2: 37,222 shares; 2025Q3: 38,442 shares; 2025Q4: 127,400 shares; 2026Q1: 122,575 shares 122,575 $5.63M 0.06% -4,825 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225,470 shares; 2026Q1: 220,900 shares 220,900 $5.6M 0.05% -4,570 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 64,077 shares; 2025Q1: 87,741 shares; 2025Q2: 97,502 shares; 2025Q3: 86,317 shares; 2025Q4: 85,116 shares; 2026Q1: 117,527 shares 117,527 $5.59M 0.05% +32,411 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: 14,064 shares; 2024Q4: 11,838 shares; 2025Q1: 8,354 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares; 2025Q4: 88,668 shares; 2026Q1: 90,852 shares 90,852 $5.56M 0.05% +2,184 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,557 shares; 2024Q4: 36,983 shares; 2025Q1: 32,045 shares; 2025Q2: 29,090 shares; 2025Q3: 27,933 shares; 2025Q4: 18,823 shares; 2026Q1: 18,370 shares 18,370 $5.55M 0.05% -453 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,879 shares; 2024Q4: 166,606 shares; 2025Q1: 147,465 shares; 2025Q2: 163,438 shares; 2025Q3: 186,577 shares; 2025Q4: 188,949 shares; 2026Q1: 239,270 shares 239,270 $5.54M 0.05% +50,321 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,829 shares; 2024Q4: 30,513 shares; 2025Q1: 27,422 shares; 2025Q2: 102,860 shares; 2025Q3: 99,968 shares; 2025Q4: 96,005 shares; 2026Q1: 82,250 shares 82,250 $5.52M 0.05% -13,755 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,882 shares; 2024Q4: 81,675 shares; 2025Q1: 78,395 shares; 2025Q2: 78,834 shares; 2025Q3: 78,687 shares; 2025Q4: 78,267 shares; 2026Q1: 71,783 shares 71,783 $5.48M 0.05% -6,484 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 5,017 shares; 2025Q1: 4,944 shares; 2025Q2: 4,657 shares; 2025Q3: 4,998 shares; 2025Q4: 5,402 shares; 2026Q1: 6,272 shares 6,272 $5.47M 0.05% +870 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 11,882 shares; 2025Q1: 9,434 shares; 2025Q2: 8,028 shares; 2025Q3: 7,855 shares; 2025Q4: 10,078 shares; 2026Q1: 9,034 shares 9,034 $5.46M 0.05% -1,044 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,375 shares; 2026Q1: 249,339 shares 249,339 $5.46M 0.05% +964 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,405 shares; 2024Q4: 350,188 shares; 2025Q1: 354,381 shares; 2025Q2: 338,756 shares; 2025Q3: 312,520 shares; 2025Q4: 319,616 shares; 2026Q1: 58,063 shares 58,063 $5.45M 0.05% -261,553 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 5,345 shares; 2025Q1: 4,729 shares; 2025Q2: 4,674 shares; 2025Q3: 4,463 shares; 2025Q4: 40,233 shares; 2026Q1: 56,675 shares 56,675 $5.45M 0.05% +16,442 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,385 shares; 2024Q4: 38,655 shares; 2025Q1: 33,314 shares; 2025Q2: 28,837 shares; 2025Q3: 26,975 shares; 2025Q4: 25,919 shares; 2026Q1: 25,011 shares 25,011 $5.43M 0.05% -908 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: 26,190 shares; 2024Q4: 33,076 shares; 2025Q1: 28,795 shares; 2025Q2: 27,520 shares; 2025Q3: 22,683 shares; 2025Q4: 54,363 shares; 2026Q1: 54,310 shares 54,310 $5.34M 0.05% -53 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,990 shares; 2024Q4: 49,062 shares; 2025Q1: 49,202 shares; 2025Q2: 49,039 shares; 2025Q3: 50,489 shares; 2025Q4: 44,634 shares; 2026Q1: 39,768 shares 39,768 $5.21M 0.05% -4,866 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 30,695 shares; 2025Q1: 24,874 shares; 2025Q2: 25,110 shares; 2025Q3: 25,170 shares; 2025Q4: 25,685 shares; 2026Q1: 31,326 shares 31,326 $5.18M 0.05% +5,641 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: 128,320 shares; 2024Q4: 120,578 shares; 2025Q1: 122,330 shares; 2025Q2: 120,969 shares; 2025Q3: 122,259 shares; 2025Q4: 120,098 shares; 2026Q1: 103,605 shares 103,605 $5.11M 0.05% -16,493 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: 30,826 shares; 2024Q4: 28,752 shares; 2025Q1: 28,635 shares; 2025Q2: 28,293 shares; 2025Q3: 28,034 shares; 2025Q4: 28,839 shares; 2026Q1: 27,805 shares 27,805 $5.07M 0.05% -1,034 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: 11,225 shares; 2024Q4: 10,144 shares; 2025Q1: 8,504 shares; 2025Q2: 8,571 shares; 2025Q3: 7,964 shares; 2025Q4: 40,081 shares; 2026Q1: 41,510 shares 41,510 $5.03M 0.05% +1,429 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: 140,620 shares; 2024Q4: 130,885 shares; 2025Q1: 123,350 shares; 2025Q2: 104,216 shares; 2025Q3: 93,759 shares; 2025Q4: 90,085 shares; 2026Q1: 76,360 shares 76,360 $5.02M 0.05% -13,725 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,019 shares; 2024Q4: 131,474 shares; 2025Q1: 132,839 shares; 2025Q2: 133,815 shares; 2025Q3: 131,544 shares; 2025Q4: 132,522 shares; 2026Q1: 131,382 shares 131,382 $4.96M 0.05% -1,140 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,635 shares; 2024Q4: 79,032 shares; 2025Q1: 76,880 shares; 2025Q2: 74,002 shares; 2025Q3: 74,079 shares; 2025Q4: 74,527 shares; 2026Q1: 70,347 shares 70,347 $4.93M 0.05% -4,180 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: 30,136 shares; 2025Q1: 30,136 shares; 2025Q2: 29,887 shares; 2025Q3: 33,454 shares; 2025Q4: 88,575 shares; 2026Q1: 68,440 shares 68,440 $4.9M 0.05% -20,135 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 18,193 shares; 2025Q1: 14,207 shares; 2025Q2: 18,950 shares; 2025Q3: 20,164 shares; 2025Q4: 20,220 shares; 2026Q1: 19,760 shares 19,760 $4.9M 0.05% -460 Timeline UCON 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: 27,871 shares; 2024Q4: 73,588 shares; 2025Q1: 77,331 shares; 2025Q2: 79,556 shares; 2025Q3: 100,168 shares; 2025Q4: 123,892 shares; 2026Q1: 195,765 shares 195,765 $4.85M 0.05% +71,873 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,084 shares; 2024Q4: 113,702 shares; 2025Q1: 121,194 shares; 2025Q2: 115,256 shares; 2025Q3: 114,029 shares; 2025Q4: 112,314 shares; 2026Q1: 111,707 shares 111,707 $4.74M 0.05% -607 Timeline AVDV 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: 79,179 shares; 2024Q4: 83,435 shares; 2025Q1: 82,855 shares; 2025Q2: 57,842 shares; 2025Q3: 48,211 shares; 2025Q4: 46,025 shares; 2026Q1: 47,416 shares 47,416 $4.73M 0.05% +1,391 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 5,792 shares; 2025Q1: 5,525 shares; 2025Q2: 8,519 shares; 2025Q3: 8,257 shares; 2025Q4: 12,585 shares; 2026Q1: 8,368 shares 8,368 $4.71M 0.05% -4,217 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,424 shares; 2024Q4: 78,054 shares; 2025Q1: 99,628 shares; 2025Q2: 88,741 shares; 2025Q3: 85,465 shares; 2025Q4: 89,135 shares; 2026Q1: 93,339 shares 93,339 $4.7M 0.05% +4,204 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,387 shares; 2024Q4: 136,168 shares; 2025Q1: 125,992 shares; 2025Q2: 121,293 shares; 2025Q3: 106,757 shares; 2025Q4: 103,316 shares; 2026Q1: 93,003 shares 93,003 $4.67M 0.05% -10,313 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,646 shares; 2024Q4: 40,588 shares; 2025Q1: 40,717 shares; 2025Q2: 35,666 shares; 2025Q3: 36,164 shares; 2025Q4: 35,956 shares; 2026Q1: 47,888 shares 47,888 $4.62M 0.05% +11,932 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 159,543 shares; 2025Q1: 40,789 shares; 2025Q2: 44,009 shares; 2025Q3: 44,518 shares; 2025Q4: 35,214 shares; 2026Q1: 81,150 shares 81,150 $4.6M 0.04% +45,936 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,088 shares; 2024Q4: 15,547 shares; 2025Q1: 13,195 shares; 2025Q2: 12,342 shares; 2025Q3: 12,283 shares; 2025Q4: 16,809 shares; 2026Q1: 18,869 shares 18,869 $4.58M 0.04% +2,060 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,955 shares; 2024Q4: 47,591 shares; 2025Q1: 47,116 shares; 2025Q2: 45,497 shares; 2025Q3: 43,386 shares; 2025Q4: 40,941 shares; 2026Q1: 48,042 shares 48,042 $4.52M 0.04% +7,101 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,364 shares; 2026Q1: 35,639 shares 35,639 $4.51M 0.04% +275 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,432 shares; 2024Q4: 50,523 shares; 2025Q1: 42,217 shares; 2025Q2: 44,515 shares; 2025Q3: 41,804 shares; 2025Q4: 43,541 shares; 2026Q1: 46,112 shares 46,112 $4.48M 0.04% +2,571 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,341 shares; 2024Q4: 29,798 shares; 2025Q1: 25,507 shares; 2025Q2: 25,153 shares; 2025Q3: 22,002 shares; 2025Q4: 33,914 shares; 2026Q1: 27,990 shares 27,990 $4.47M 0.04% -5,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,111 shares; 2026Q1: 213,556 shares 213,556 $4.47M 0.04% +2,445 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: not reported; 2024Q4: 137,613 shares; 2025Q1: 127,290 shares; 2025Q2: 124,966 shares; 2025Q3: 122,075 shares; 2025Q4: 117,583 shares; 2026Q1: 113,188 shares 113,188 $4.44M 0.04% -4,395 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,699 shares; 2024Q4: 187,873 shares; 2025Q1: 183,986 shares; 2025Q2: 184,839 shares; 2025Q3: 166,351 shares; 2025Q4: 161,957 shares; 2026Q1: 151,445 shares 151,445 $4.39M 0.04% -10,512 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,052 shares; 2024Q4: 169,956 shares; 2025Q1: 160,771 shares; 2025Q2: 128,433 shares; 2025Q3: 118,731 shares; 2025Q4: 112,258 shares; 2026Q1: 97,402 shares 97,402 $4.33M 0.04% -14,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,719 shares; 2026Q1: 171,018 shares 171,018 $4.32M 0.04% +5,299 Timeline DISV 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: 52,673 shares; 2024Q4: 49,783 shares; 2025Q1: 73,347 shares; 2025Q2: 74,554 shares; 2025Q3: 80,033 shares; 2025Q4: 105,068 shares; 2026Q1: 109,102 shares 109,102 $4.3M 0.04% +4,034 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,023 shares; 2024Q4: 20,689 shares; 2025Q1: 62,894 shares; 2025Q2: 55,468 shares; 2025Q3: 58,399 shares; 2025Q4: 88,875 shares; 2026Q1: 191,341 shares 191,341 $4.08M 0.04% +102,466 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,857 shares; 2024Q4: 57,935 shares; 2025Q1: 61,329 shares; 2025Q2: 100,557 shares; 2025Q3: 85,555 shares; 2025Q4: 81,127 shares; 2026Q1: 88,362 shares 88,362 $4.08M 0.04% +7,235 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: 60,330 shares; 2024Q4: 59,260 shares; 2025Q1: 57,115 shares; 2025Q2: 42,875 shares; 2025Q3: 40,638 shares; 2025Q4: 39,395 shares; 2026Q1: 51,487 shares 51,487 $4.07M 0.04% +12,092 Timeline INFL 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: 78,528 shares; 2024Q4: 73,643 shares; 2025Q1: 72,959 shares; 2025Q2: 73,142 shares; 2025Q3: 74,525 shares; 2025Q4: 74,980 shares; 2026Q1: 78,189 shares 78,189 $4.07M 0.04% +3,209 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 28,917 shares; 2025Q1: 23,373 shares; 2025Q2: 23,045 shares; 2025Q3: 23,132 shares; 2025Q4: 21,850 shares; 2026Q1: 25,312 shares 25,312 $4.06M 0.04% +3,462 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 43,223 shares; 2025Q1: 40,162 shares; 2025Q2: 50,032 shares; 2025Q3: 46,660 shares; 2025Q4: 34,430 shares; 2026Q1: 45,051 shares 45,051 $4.04M 0.04% +10,621 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: 15,201 shares; 2024Q4: 15,187 shares; 2025Q1: 11,816 shares; 2025Q2: 10,508 shares; 2025Q3: 10,084 shares; 2025Q4: 43,086 shares; 2026Q1: 43,601 shares 43,601 $4.02M 0.04% +515 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,440 shares; 2024Q4: 75,675 shares; 2025Q1: 86,182 shares; 2025Q2: 83,558 shares; 2025Q3: 82,430 shares; 2025Q4: 82,829 shares; 2026Q1: 82,386 shares 82,386 $4.01M 0.04% -443 Timeline DFSB 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: 40,658 shares; 2024Q4: 48,673 shares; 2025Q1: 63,105 shares; 2025Q2: 53,802 shares; 2025Q3: 63,667 shares; 2025Q4: 76,643 shares; 2026Q1: 77,360 shares 77,360 $4M 0.04% +717 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 103,380 shares; 2025Q4: 130,470 shares; 2026Q1: 138,090 shares 138,090 $3.99M 0.04% +7,620 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,264 shares; 2025Q1: 2,888 shares; 2025Q2: 2,882 shares; 2025Q3: 2,873 shares; 2025Q4: 2,799 shares; 2026Q1: 2,686 shares 2,686 $3.95M 0.04% -113 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,975 shares; 2026Q1: 88,352 shares 88,352 $3.92M 0.04% +377 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,406 shares; 2025Q2: 31,479 shares; 2025Q3: 31,049 shares; 2025Q4: 29,769 shares; 2026Q1: 27,369 shares 27,369 $3.91M 0.04% -2,400 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,633 shares; 2025Q1: 6,609 shares; 2025Q2: 2,913 shares; 2025Q3: 2,951 shares; 2025Q4: 3,089 shares; 2026Q1: 2,950 shares 2,950 $3.9M 0.04% -139 Timeline AVRE 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: 121,910 shares; 2024Q4: 121,180 shares; 2025Q1: 117,152 shares; 2025Q2: 98,661 shares; 2025Q3: 88,603 shares; 2025Q4: 84,852 shares; 2026Q1: 88,021 shares 88,021 $3.87M 0.04% +3,169 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,544 shares; 2025Q3: 56,410 shares; 2025Q4: 53,959 shares; 2026Q1: 53,748 shares 53,748 $3.86M 0.04% -211 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,319 shares; 2025Q1: 5,005 shares; 2025Q2: 6,055 shares; 2025Q3: 6,021 shares; 2025Q4: 10,985 shares; 2026Q1: 9,841 shares 9,841 $3.84M 0.04% -1,144 Timeline UBND 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: 86,860 shares; 2024Q4: 109,870 shares; 2025Q1: 109,939 shares; 2025Q2: 118,385 shares; 2025Q3: 153,461 shares; 2025Q4: 171,694 shares; 2026Q1: 176,129 shares 176,129 $3.84M 0.04% +4,435 Timeline FTSL 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: 50,820 shares; 2024Q4: 94,732 shares; 2025Q1: 109,141 shares; 2025Q2: 95,393 shares; 2025Q3: 94,049 shares; 2025Q4: 90,816 shares; 2026Q1: 85,197 shares 85,197 $3.82M 0.04% -5,619 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 51,914 shares; 2025Q1: 49,914 shares; 2025Q2: 86,635 shares; 2025Q3: 96,447 shares; 2025Q4: 90,382 shares; 2026Q1: 88,281 shares 88,281 $3.8M 0.04% -2,101 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,199 shares; 2024Q4: 18,975 shares; 2025Q1: 18,550 shares; 2025Q2: 7,552 shares; 2025Q3: 7,533 shares; 2025Q4: 7,143 shares; 2026Q1: 11,062 shares 11,062 $3.8M 0.04% +3,919 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: 49,935 shares; 2024Q4: 32,741 shares; 2025Q1: 18,049 shares; 2025Q2: 18,053 shares; 2025Q3: 17,851 shares; 2025Q4: 17,336 shares; 2026Q1: 17,467 shares 17,467 $3.77M 0.04% +131 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: 241,367 shares; 2024Q4: 217,093 shares; 2025Q1: 212,194 shares; 2025Q2: 213,457 shares; 2025Q3: 214,225 shares; 2025Q4: 212,161 shares; 2026Q1: 216,152 shares 216,152 $3.77M 0.04% +3,991 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,787 shares; 2024Q4: 18,236 shares; 2025Q1: 59,448 shares; 2025Q2: 62,468 shares; 2025Q3: 62,894 shares; 2025Q4: 69,330 shares; 2026Q1: 38,594 shares 38,594 $3.75M 0.04% -30,736 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: 16,736 shares; 2024Q4: 19,469 shares; 2025Q1: 17,772 shares; 2025Q2: 17,437 shares; 2025Q3: 19,134 shares; 2025Q4: 18,056 shares; 2026Q1: 18,897 shares 18,897 $3.75M 0.04% +841 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 7,112 shares; 2025Q1: 6,892 shares; 2025Q2: 6,597 shares; 2025Q3: 6,475 shares; 2025Q4: 6,301 shares; 2026Q1: 6,065 shares 6,065 $3.74M 0.04% -236 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,708 shares; 2024Q4: 11,670 shares; 2025Q1: 11,589 shares; 2025Q2: 11,687 shares; 2025Q3: 11,581 shares; 2025Q4: 11,545 shares; 2026Q1: 11,381 shares 11,381 $3.72M 0.04% -164 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 5,478 shares; 2025Q1: 5,790 shares; 2025Q2: 5,427 shares; 2025Q3: 5,374 shares; 2025Q4: 5,268 shares; 2026Q1: 5,016 shares 5,016 $3.7M 0.04% -252 Timeline IBTL ISHARES 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: 181,499 shares 181,499 $3.7M 0.04% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,543 shares 104,543 $3.7M 0.04% new 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: 27,496 shares; 2024Q4: 24,801 shares; 2025Q1: 33,192 shares; 2025Q2: 34,369 shares; 2025Q3: 33,910 shares; 2025Q4: 32,081 shares; 2026Q1: 27,102 shares 27,102 $3.69M 0.04% -4,979 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,743 shares; 2024Q4: 55,691 shares; 2025Q1: 52,131 shares; 2025Q2: 75,358 shares; 2025Q3: 84,492 shares; 2025Q4: 82,017 shares; 2026Q1: 80,148 shares 80,148 $3.68M 0.04% -1,869 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: 28,158 shares; 2024Q4: 45,642 shares; 2025Q1: 46,621 shares; 2025Q2: 45,095 shares; 2025Q3: 42,496 shares; 2025Q4: 34,442 shares; 2026Q1: 34,742 shares 34,742 $3.65M 0.04% +300 Timeline DFEV 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: 98,722 shares; 2024Q4: 90,230 shares; 2025Q1: 93,758 shares; 2025Q2: 90,899 shares; 2025Q3: 92,995 shares; 2025Q4: 98,421 shares; 2026Q1: 101,802 shares 101,802 $3.64M 0.04% +3,381 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,227 shares; 2024Q4: 229,534 shares; 2025Q1: 100,423 shares; 2025Q2: 107,249 shares; 2025Q3: 111,481 shares; 2025Q4: 104,940 shares; 2026Q1: 107,564 shares 107,564 $3.63M 0.04% +2,624 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,771 shares; 2025Q1: 10,058 shares; 2025Q2: 10,678 shares; 2025Q3: 14,578 shares; 2025Q4: 24,151 shares; 2026Q1: 35,990 shares 35,990 $3.62M 0.04% +11,839 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,744 shares; 2024Q4: 41,002 shares; 2025Q1: 40,487 shares; 2025Q2: 41,564 shares; 2025Q3: 41,576 shares; 2025Q4: 42,186 shares; 2026Q1: 41,321 shares 41,321 $3.58M 0.04% -865 Timeline DIHP 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: 39,298 shares; 2024Q4: 36,361 shares; 2025Q1: 60,850 shares; 2025Q2: 63,053 shares; 2025Q3: 72,571 shares; 2025Q4: 99,845 shares; 2026Q1: 110,860 shares 110,860 $3.57M 0.03% +11,015 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,547 shares; 2025Q1: 64,738 shares; 2025Q2: 70,039 shares; 2025Q3: 71,828 shares; 2025Q4: 84,134 shares; 2026Q1: 112,983 shares 112,983 $3.56M 0.03% +28,849 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,054 shares; 2024Q4: 200,607 shares; 2025Q1: 200,630 shares; 2025Q2: 199,391 shares; 2025Q3: 195,321 shares; 2025Q4: 173,777 shares; 2026Q1: 145,710 shares 145,710 $3.55M 0.03% -28,067 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: 5,733 shares; 2024Q4: 7,923 shares; 2025Q1: 6,966 shares; 2025Q2: 7,234 shares; 2025Q3: 6,862 shares; 2025Q4: 6,253 shares; 2026Q1: 7,159 shares 7,159 $3.55M 0.03% +906 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: 58,104 shares; 2024Q4: 59,431 shares; 2025Q1: 61,572 shares; 2025Q2: 41,271 shares; 2025Q3: 41,298 shares; 2025Q4: 42,474 shares; 2026Q1: 41,917 shares 41,917 $3.54M 0.03% -557 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 15,352 shares; 2025Q1: 16,120 shares; 2025Q2: 16,523 shares; 2025Q3: 16,726 shares; 2025Q4: 18,381 shares; 2026Q1: 19,121 shares 19,121 $3.52M 0.03% +740 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,777 shares; 2024Q4: 27,041 shares; 2025Q1: 33,586 shares; 2025Q2: 77,603 shares; 2025Q3: 81,354 shares; 2025Q4: 84,355 shares; 2026Q1: 81,787 shares 81,787 $3.48M 0.03% -2,568 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 61,455 shares; 2025Q1: 77,637 shares; 2025Q2: 73,218 shares; 2025Q3: 77,958 shares; 2025Q4: 78,300 shares; 2026Q1: 74,234 shares 74,234 $3.43M 0.03% -4,066 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,857 shares 39,857 $3.38M 0.03% new 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: 32,416 shares; 2024Q4: 27,473 shares; 2025Q1: 24,253 shares; 2025Q2: 23,001 shares; 2025Q3: 21,381 shares; 2025Q4: 19,962 shares; 2026Q1: 24,225 shares 24,225 $3.38M 0.03% +4,263 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: 15,859 shares; 2024Q4: 15,894 shares; 2025Q1: 15,894 shares; 2025Q2: 16,430 shares; 2025Q3: 17,773 shares; 2025Q4: 17,773 shares; 2026Q1: 17,749 shares 17,749 $3.36M 0.03% -24 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,529 shares; 2024Q4: 28,988 shares; 2025Q1: 35,828 shares; 2025Q2: 67,063 shares; 2025Q3: 60,526 shares; 2025Q4: 83,286 shares; 2026Q1: 77,905 shares 77,905 $3.36M 0.03% -5,381 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,395 shares; 2024Q4: 63,551 shares; 2025Q1: 59,905 shares; 2025Q2: 90,612 shares; 2025Q3: 89,627 shares; 2025Q4: 81,323 shares; 2026Q1: 78,555 shares 78,555 $3.36M 0.03% -2,768 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,683 shares; 2024Q4: 42,478 shares; 2025Q1: 30,161 shares; 2025Q2: 29,771 shares; 2025Q3: 29,212 shares; 2025Q4: 30,160 shares; 2026Q1: 29,988 shares 29,988 $3.27M 0.03% -172 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,666 shares; 2024Q4: 27,317 shares; 2025Q1: 29,222 shares; 2025Q2: 78,662 shares; 2025Q3: 72,116 shares; 2025Q4: 64,399 shares; 2026Q1: 73,086 shares 73,086 $3.26M 0.03% +8,687 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: 9,199 shares; 2024Q4: 12,241 shares; 2025Q1: 10,473 shares; 2025Q2: 11,246 shares; 2025Q3: 10,550 shares; 2025Q4: 10,367 shares; 2026Q1: 9,973 shares 9,973 $3.25M 0.03% -394 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,282 shares; 2024Q4: 80,630 shares; 2025Q1: 70,228 shares; 2025Q2: 59,343 shares; 2025Q3: 55,961 shares; 2025Q4: 53,024 shares; 2026Q1: 51,716 shares 51,716 $3.23M 0.03% -1,308 Timeline RVNU 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: 142,097 shares; 2024Q4: 128,839 shares; 2025Q1: 130,180 shares; 2025Q2: 131,651 shares; 2025Q3: 131,697 shares; 2025Q4: 130,055 shares; 2026Q1: 130,859 shares 130,859 $3.22M 0.03% +804 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,385 shares; 2024Q4: 53,718 shares; 2025Q1: 43,769 shares; 2025Q2: 48,089 shares; 2025Q3: 47,187 shares; 2025Q4: 48,587 shares; 2026Q1: 48,656 shares 48,656 $3.21M 0.03% +69 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: 27,507 shares; 2024Q4: 28,217 shares; 2025Q1: 31,399 shares; 2025Q2: 23,768 shares; 2025Q3: 25,404 shares; 2025Q4: 23,055 shares; 2026Q1: 24,300 shares 24,300 $3.21M 0.03% +1,245 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: 100,997 shares; 2024Q4: 97,461 shares; 2025Q1: 30,079 shares; 2025Q2: 26,923 shares; 2025Q3: 25,942 shares; 2025Q4: 25,453 shares; 2026Q1: 24,892 shares 24,892 $3.21M 0.03% -561 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,971 shares; 2026Q1: 58,971 shares 58,971 $3.15M 0.03% 0 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: 22,403 shares; 2024Q4: 20,447 shares; 2025Q1: 17,611 shares; 2025Q2: 17,117 shares; 2025Q3: 17,428 shares; 2025Q4: 18,365 shares; 2026Q1: 21,595 shares 21,595 $3.14M 0.03% +3,230 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,293 shares; 2024Q4: 47,333 shares; 2025Q1: 47,093 shares; 2025Q2: 82,206 shares; 2025Q3: 80,828 shares; 2025Q4: 76,549 shares; 2026Q1: 74,508 shares 74,508 $3.12M 0.03% -2,041 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,820 shares; 2025Q1: 2,536 shares; 2025Q2: 2,483 shares; 2025Q3: 2,461 shares; 2025Q4: 13,330 shares; 2026Q1: 12,407 shares 12,407 $3.11M 0.03% -923 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,708 shares; 2024Q4: 42,540 shares; 2025Q1: 70,713 shares; 2025Q2: 28,628 shares; 2025Q3: 77,243 shares; 2025Q4: 79,279 shares; 2026Q1: 85,948 shares 85,948 $3.11M 0.03% +6,669 Timeline QSPT 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: 22,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,599 shares; 2026Q1: 100,792 shares 100,792 $3.09M 0.03% -807 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,148 shares; 2024Q4: 46,076 shares; 2025Q1: 46,001 shares; 2025Q2: 46,838 shares; 2025Q3: 48,912 shares; 2025Q4: 44,238 shares; 2026Q1: 45,049 shares 45,049 $3.07M 0.03% +811 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 10,789 shares; 2025Q1: 10,640 shares; 2025Q2: 11,184 shares; 2025Q3: 11,469 shares; 2025Q4: 11,767 shares; 2026Q1: 12,976 shares 12,976 $3.07M 0.03% +1,209 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,344 shares; 2024Q4: 34,676 shares; 2025Q1: 34,437 shares; 2025Q2: 34,509 shares; 2025Q3: 31,798 shares; 2025Q4: 30,820 shares; 2026Q1: 26,861 shares 26,861 $3.05M 0.03% -3,959 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,812 shares; 2024Q4: 20,267 shares; 2025Q1: 14,961 shares; 2025Q2: 13,604 shares; 2025Q3: 13,223 shares; 2025Q4: 13,182 shares; 2026Q1: 13,422 shares 13,422 $3.03M 0.03% +240 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: 32,144 shares; 2024Q4: 37,947 shares; 2025Q1: 29,398 shares; 2025Q2: 28,824 shares; 2025Q3: 31,520 shares; 2025Q4: 31,328 shares; 2026Q1: 59,782 shares 59,782 $3.02M 0.03% +28,454 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,705 shares; 2025Q1: 2,554 shares; 2025Q2: 2,579 shares; 2025Q3: 2,629 shares; 2025Q4: 4,862 shares; 2026Q1: 3,140 shares 3,140 $3.02M 0.03% -1,722 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,165 shares; 2024Q4: 29,436 shares; 2025Q1: 29,334 shares; 2025Q2: 74,593 shares; 2025Q3: 70,901 shares; 2025Q4: 75,612 shares; 2026Q1: 73,746 shares 73,746 $3.01M 0.03% -1,866 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,806 shares; 2024Q4: 127,819 shares; 2025Q1: 111,648 shares; 2025Q2: 72,608 shares; 2025Q3: 60,291 shares; 2025Q4: 55,263 shares; 2026Q1: 60,115 shares 60,115 $3.01M 0.03% +4,852 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: 19,875 shares; 2024Q4: 18,948 shares; 2025Q1: 31,769 shares; 2025Q2: 28,587 shares; 2025Q3: 30,624 shares; 2025Q4: 29,063 shares; 2026Q1: 25,371 shares 25,371 $3.01M 0.03% -3,692 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,718 shares; 2024Q4: 56,260 shares; 2025Q1: 56,876 shares; 2025Q2: 57,491 shares; 2025Q3: 57,955 shares; 2025Q4: 63,775 shares; 2026Q1: 65,637 shares 65,637 $2.97M 0.03% +1,862 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: 602,539 shares; 2024Q4: 773,706 shares; 2025Q1: 899,744 shares; 2025Q2: 547,937 shares; 2025Q3: 265,571 shares; 2025Q4: 113,966 shares; 2026Q1: 109,580 shares 109,580 $2.93M 0.03% -4,386 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,734 shares; 2024Q4: 52,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,741 shares 46,741 $2.92M 0.03% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 8,901 shares; 2026Q1: 37,646 shares 37,646 $2.89M 0.03% +28,745 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: 4,017 shares; 2024Q4: 3,000 shares; 2025Q1: 3,142 shares; 2025Q2: 10,249 shares; 2025Q3: 10,171 shares; 2025Q4: 10,680 shares; 2026Q1: 31,146 shares 31,146 $2.88M 0.03% +20,466 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,718 shares; 2024Q4: 89,049 shares; 2025Q1: 85,741 shares; 2025Q2: 93,829 shares; 2025Q3: 91,269 shares; 2025Q4: 80,859 shares; 2026Q1: 56,979 shares 56,979 $2.87M 0.03% -23,880 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 69,275 shares; 2025Q1: 61,941 shares; 2025Q2: 58,007 shares; 2025Q3: 58,081 shares; 2025Q4: 66,329 shares; 2026Q1: 58,995 shares 58,995 $2.86M 0.03% -7,334 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: 9,434 shares; 2024Q4: 14,536 shares; 2025Q1: 21,200 shares; 2025Q2: 29,994 shares; 2025Q3: 33,835 shares; 2025Q4: 42,726 shares; 2026Q1: 74,408 shares 74,408 $2.86M 0.03% +31,682 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,624 shares; 2025Q1: 13,777 shares; 2025Q2: 13,370 shares; 2025Q3: 12,266 shares; 2025Q4: 15,249 shares; 2026Q1: 13,375 shares 13,375 $2.86M 0.03% -1,874 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 16,063 shares; 2025Q1: 17,291 shares; 2025Q2: 17,453 shares; 2025Q3: 17,183 shares; 2025Q4: 17,258 shares; 2026Q1: 17,033 shares 17,033 $2.83M 0.03% -225 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,017 shares; 2024Q4: 140,371 shares; 2025Q1: 140,920 shares; 2025Q2: 126,299 shares; 2025Q3: 121,351 shares; 2025Q4: 65,057 shares; 2026Q1: 49,234 shares 49,234 $2.8M 0.03% -15,823 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,584 shares; 2024Q4: 314,507 shares; 2025Q1: 277,937 shares; 2025Q2: 273,599 shares; 2025Q3: 268,400 shares; 2025Q4: 257,916 shares; 2026Q1: 255,091 shares 255,091 $2.8M 0.03% -2,825 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: 21,302 shares; 2024Q4: 25,492 shares; 2025Q1: 23,606 shares; 2025Q2: 34,412 shares; 2025Q3: 33,521 shares; 2025Q4: 33,207 shares; 2026Q1: 35,027 shares 35,027 $2.79M 0.03% +1,820 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,213 shares; 2024Q4: 30,749 shares; 2025Q1: 31,631 shares; 2025Q2: 30,698 shares; 2025Q3: 30,904 shares; 2025Q4: 30,689 shares; 2026Q1: 29,889 shares 29,889 $2.78M 0.03% -800 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 11,093 shares 11,093 $2.76M 0.03% +10,093 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: 8,057 shares; 2024Q4: 4,245 shares; 2025Q1: 3,788 shares; 2025Q2: 3,618 shares; 2025Q3: 3,590 shares; 2025Q4: 4,085 shares; 2026Q1: 5,124 shares 5,124 $2.76M 0.03% +1,039 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,258 shares; 2024Q4: 15,869 shares; 2025Q1: 16,407 shares; 2025Q2: 16,045 shares; 2025Q3: 17,485 shares; 2025Q4: 17,557 shares; 2026Q1: 16,738 shares 16,738 $2.75M 0.03% -819 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,763 shares; 2024Q4: 89,195 shares; 2025Q1: 74,638 shares; 2025Q2: 80,830 shares; 2025Q3: 76,690 shares; 2025Q4: 68,553 shares; 2026Q1: 60,070 shares 60,070 $2.74M 0.03% -8,483 Timeline DFSE 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: 62,826 shares; 2024Q4: 68,080 shares; 2025Q1: 68,072 shares; 2025Q2: 64,715 shares; 2025Q3: 65,662 shares; 2025Q4: 63,481 shares; 2026Q1: 64,673 shares 64,673 $2.74M 0.03% +1,192 Timeline IBDY ISHARES 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: 104,858 shares; 2026Q1: 105,779 shares 105,779 $2.73M 0.03% +921 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,548 shares; 2024Q4: 46,441 shares; 2025Q1: 36,869 shares; 2025Q2: 37,187 shares; 2025Q3: 13,021 shares; 2025Q4: 17,446 shares; 2026Q1: 14,643 shares 14,643 $2.73M 0.03% -2,803 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,369 shares; 2024Q4: 31,527 shares; 2025Q1: 31,117 shares; 2025Q2: 29,000 shares; 2025Q3: 28,903 shares; 2025Q4: 28,887 shares; 2026Q1: 26,308 shares 26,308 $2.7M 0.03% -2,579 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,116 shares 40,116 $2.7M 0.03% new 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: 24,163 shares; 2024Q4: 53,702 shares; 2025Q1: 80,978 shares; 2025Q2: 80,112 shares; 2025Q3: 85,689 shares; 2025Q4: 79,844 shares; 2026Q1: 38,319 shares 38,319 $2.7M 0.03% -41,525 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,192 shares; 2024Q4: 39,692 shares; 2025Q1: 38,642 shares; 2025Q2: 77,548 shares; 2025Q3: 71,856 shares; 2025Q4: 68,061 shares; 2026Q1: 67,289 shares 67,289 $2.69M 0.03% -772 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,310 shares; 2024Q4: 53,259 shares; 2025Q1: 54,977 shares; 2025Q2: 238,495 shares; 2025Q3: 238,671 shares; 2025Q4: 210,598 shares; 2026Q1: 233,576 shares 233,576 $2.69M 0.03% +22,978 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 5,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,315 shares 29,315 $2.68M 0.03% new 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: 92,679 shares; 2024Q4: 62,637 shares; 2025Q1: 67,208 shares; 2025Q2: 64,466 shares; 2025Q3: 63,894 shares; 2025Q4: 69,462 shares; 2026Q1: 60,666 shares 60,666 $2.68M 0.03% -8,796 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,840 shares; 2024Q4: 54,767 shares; 2025Q1: 48,981 shares; 2025Q2: 51,796 shares; 2025Q3: 47,786 shares; 2025Q4: 51,729 shares; 2026Q1: 53,545 shares 53,545 $2.67M 0.03% +1,816 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 13,198 shares; 2025Q1: 10,055 shares; 2025Q2: 9,406 shares; 2025Q3: 9,925 shares; 2025Q4: 70,497 shares; 2026Q1: 71,657 shares 71,657 $2.67M 0.03% +1,160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,514 shares; 2025Q3: 45,675 shares; 2025Q4: 43,873 shares; 2026Q1: 44,154 shares 44,154 $2.65M 0.03% +281 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 10,375 shares 10,375 $2.64M 0.03% +9,161 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: 17,627 shares; 2024Q4: 42,465 shares; 2025Q1: 49,095 shares; 2025Q2: 51,027 shares; 2025Q3: 51,365 shares; 2025Q4: 51,177 shares; 2026Q1: 50,497 shares 50,497 $2.63M 0.03% -680 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: 14,915 shares; 2024Q4: 19,933 shares; 2025Q1: 17,238 shares; 2025Q2: 17,021 shares; 2025Q3: 15,639 shares; 2025Q4: 15,466 shares; 2026Q1: 15,067 shares 15,067 $2.61M 0.03% -399 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: 24,941 shares; 2024Q4: 25,376 shares; 2025Q1: 24,553 shares; 2025Q2: 24,514 shares; 2025Q3: 24,797 shares; 2025Q4: 25,958 shares; 2026Q1: 21,808 shares 21,808 $2.59M 0.03% -4,150 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,306 shares; 2024Q4: 25,119 shares; 2025Q1: 22,427 shares; 2025Q2: 22,522 shares; 2025Q3: 23,640 shares; 2025Q4: 22,733 shares; 2026Q1: 35,803 shares 35,803 $2.58M 0.03% +13,070 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: 10,440 shares; 2024Q4: 10,496 shares; 2025Q1: 10,775 shares; 2025Q2: 10,641 shares; 2025Q3: 9,756 shares; 2025Q4: 9,640 shares; 2026Q1: 9,625 shares 9,625 $2.57M 0.03% -15 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,433 shares; 2024Q4: 120,018 shares; 2025Q1: 80,820 shares; 2025Q2: 73,142 shares; 2025Q3: 62,686 shares; 2025Q4: 60,248 shares; 2026Q1: 55,169 shares 55,169 $2.57M 0.03% -5,079 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,291 shares; 2024Q4: 44,132 shares; 2025Q1: 35,598 shares; 2025Q2: 33,166 shares; 2025Q3: 35,234 shares; 2025Q4: 32,440 shares; 2026Q1: 33,235 shares 33,235 $2.57M 0.03% +795 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241,155 shares; 2024Q4: 2,354,764 shares; 2025Q1: 573,913 shares; 2025Q2: 443,173 shares; 2025Q3: 385,342 shares; 2025Q4: 349,307 shares; 2026Q1: 97,517 shares 97,517 $2.56M 0.03% -251,790 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,334 shares; 2025Q1: 183,447 shares; 2025Q2: 190,850 shares; 2025Q3: 181,713 shares; 2025Q4: 71,561 shares; 2026Q1: 71,270 shares 71,270 $2.56M 0.03% -291 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: 62,343 shares; 2024Q4: 61,388 shares; 2025Q1: 60,821 shares; 2025Q2: 52,405 shares; 2025Q3: 50,940 shares; 2025Q4: 93,950 shares; 2026Q1: 57,326 shares 57,326 $2.56M 0.03% -36,624 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: 777 shares; 2024Q4: 647 shares; 2025Q1: 464 shares; 2025Q2: 461 shares; 2025Q3: 425 shares; 2025Q4: 371 shares; 2026Q1: 607 shares 607 $2.55M 0.02% +236 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,355 shares; 2024Q4: 27,762 shares; 2025Q1: 26,416 shares; 2025Q2: 23,604 shares; 2025Q3: 23,585 shares; 2025Q4: 22,813 shares; 2026Q1: 23,781 shares 23,781 $2.53M 0.02% +968 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: 4,972 shares; 2024Q4: 4,739 shares; 2025Q1: 5,346 shares; 2025Q2: 5,317 shares; 2025Q3: 4,940 shares; 2025Q4: 8,811 shares; 2026Q1: 6,019 shares 6,019 $2.51M 0.02% -2,792 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,965 shares; 2024Q4: 11,108 shares; 2025Q1: 27,361 shares; 2025Q2: 72,853 shares; 2025Q3: 65,602 shares; 2025Q4: 55,299 shares; 2026Q1: 61,840 shares 61,840 $2.48M 0.02% +6,541 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,105 shares; 2024Q4: 96,383 shares; 2025Q1: 89,168 shares; 2025Q2: 83,917 shares; 2025Q3: 80,369 shares; 2025Q4: 77,719 shares; 2026Q1: 81,756 shares 81,756 $2.48M 0.02% +4,037 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 3,742 shares; 2025Q1: 3,337 shares; 2025Q2: 3,245 shares; 2025Q3: 2,952 shares; 2025Q4: 3,173 shares; 2026Q1: 2,925 shares 2,925 $2.47M 0.02% -248 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,027 shares; 2024Q4: 71,852 shares; 2025Q1: 69,338 shares; 2025Q2: 68,064 shares; 2025Q3: 65,825 shares; 2025Q4: 62,784 shares; 2026Q1: 62,149 shares 62,149 $2.45M 0.02% -635 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 11,779 shares; 2025Q1: 30,487 shares; 2025Q2: 28,054 shares; 2025Q3: 30,342 shares; 2025Q4: 26,997 shares; 2026Q1: 35,439 shares 35,439 $2.45M 0.02% +8,442 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: 18,277 shares; 2024Q4: 18,104 shares; 2025Q1: 17,832 shares; 2025Q2: 14,022 shares; 2025Q3: 14,501 shares; 2025Q4: 14,924 shares; 2026Q1: 15,111 shares 15,111 $2.44M 0.02% +187 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: 5,269 shares; 2024Q4: 5,216 shares; 2025Q1: 6,310 shares; 2025Q2: 6,483 shares; 2025Q3: 10,207 shares; 2025Q4: 10,120 shares; 2026Q1: 8,489 shares 8,489 $2.44M 0.02% -1,631 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,054 shares; 2024Q4: 10,321 shares; 2025Q1: 9,752 shares; 2025Q2: 9,106 shares; 2025Q3: 8,909 shares; 2025Q4: 8,852 shares; 2026Q1: 8,947 shares 8,947 $2.44M 0.02% +95 Timeline ESGE 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: 61,770 shares; 2024Q4: 59,238 shares; 2025Q1: 56,974 shares; 2025Q2: 45,914 shares; 2025Q3: 50,711 shares; 2025Q4: 52,693 shares; 2026Q1: 53,058 shares 53,058 $2.41M 0.02% +365 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: 13,258 shares; 2024Q4: 15,963 shares; 2025Q1: 16,367 shares; 2025Q2: 15,452 shares; 2025Q3: 15,197 shares; 2025Q4: 12,056 shares; 2026Q1: 10,475 shares 10,475 $2.41M 0.02% -1,581 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,820 shares; 2024Q4: 29,862 shares; 2025Q1: 27,247 shares; 2025Q2: 23,226 shares; 2025Q3: 22,961 shares; 2025Q4: 40,434 shares; 2026Q1: 39,234 shares 39,234 $2.4M 0.02% -1,200 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,850 shares; 2025Q3: 20,050 shares; 2025Q4: 37,050 shares; 2026Q1: 51,550 shares 51,550 $2.4M 0.02% +14,500 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 13,300 shares; 2026Q1: 82,692 shares 82,692 $2.4M 0.02% +69,392 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: 21,224 shares; 2024Q4: 21,087 shares; 2025Q1: 18,599 shares; 2025Q2: 18,743 shares; 2025Q3: 17,315 shares; 2025Q4: 21,700 shares; 2026Q1: 21,540 shares 21,540 $2.36M 0.02% -160 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,012 shares; 2024Q4: 40,714 shares; 2025Q1: 48,463 shares; 2025Q2: 49,152 shares; 2025Q3: 44,146 shares; 2025Q4: 38,281 shares; 2026Q1: 58,528 shares 58,528 $2.31M 0.02% +20,247 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 5,095 shares; 2025Q1: 3,125 shares; 2025Q2: 3,824 shares; 2025Q3: 3,871 shares; 2025Q4: 3,076 shares; 2026Q1: 3,304 shares 3,304 $2.31M 0.02% +228 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: 49,171 shares; 2024Q4: 52,272 shares; 2025Q1: 57,761 shares; 2025Q2: 45,750 shares; 2025Q3: 50,576 shares; 2025Q4: 42,507 shares; 2026Q1: 38,498 shares 38,498 $2.29M 0.02% -4,009 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: 11,604 shares 11,604 $2.29M 0.02% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,331 shares; 2024Q4: 164,415 shares; 2025Q1: 128,596 shares; 2025Q2: 51,573 shares; 2025Q3: 45,317 shares; 2025Q4: 46,250 shares; 2026Q1: 48,470 shares 48,470 $2.29M 0.02% +2,220 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,093 shares; 2024Q4: 32,940 shares; 2025Q1: 33,566 shares; 2025Q2: 41,079 shares; 2025Q3: 41,636 shares; 2025Q4: 41,969 shares; 2026Q1: 52,266 shares 52,266 $2.27M 0.02% +10,297 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 21,563 shares; 2025Q1: 20,045 shares; 2025Q2: 14,378 shares; 2025Q3: 13,296 shares; 2025Q4: 13,561 shares; 2026Q1: 15,648 shares 15,648 $2.26M 0.02% +2,087 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,396 shares 83,396 $2.24M 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 5,843 shares; 2025Q1: 5,554 shares; 2025Q2: 5,766 shares; 2025Q3: 4,950 shares; 2025Q4: 5,142 shares; 2026Q1: 9,183 shares 9,183 $2.23M 0.02% +4,041 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,556 shares 28,556 $2.22M 0.02% new 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: 64,492 shares; 2024Q4: 77,517 shares; 2025Q1: 79,798 shares; 2025Q2: 65,658 shares; 2025Q3: 66,919 shares; 2025Q4: 62,967 shares; 2026Q1: 96,385 shares 96,385 $2.21M 0.02% +33,418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,748 shares; 2026Q1: 81,970 shares 81,970 $2.21M 0.02% +1,222 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,004 shares; 2024Q4: 38,252 shares; 2025Q1: 36,897 shares; 2025Q2: 35,925 shares; 2025Q3: 35,872 shares; 2025Q4: 34,907 shares; 2026Q1: 32,396 shares 32,396 $2.21M 0.02% -2,511 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: 6,914 shares; 2024Q4: 6,941 shares; 2025Q1: 5,164 shares; 2025Q2: 4,510 shares; 2025Q3: 3,852 shares; 2025Q4: 3,874 shares; 2026Q1: 7,027 shares 7,027 $2.21M 0.02% +3,153 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,092 shares; 2024Q4: 91,487 shares; 2025Q1: 86,961 shares; 2025Q2: 114,788 shares; 2025Q3: 115,596 shares; 2025Q4: 51,738 shares; 2026Q1: 18,685 shares 18,685 $2.2M 0.02% -33,053 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,197 shares; 2025Q1: 9,686 shares; 2025Q2: 12,666 shares; 2025Q3: 11,973 shares; 2025Q4: 10,474 shares; 2026Q1: 17,857 shares 17,857 $2.19M 0.02% +7,383 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: 109,256 shares; 2024Q4: 64,327 shares; 2025Q1: 58,288 shares; 2025Q2: 45,090 shares; 2025Q3: 46,279 shares; 2025Q4: 25,075 shares; 2026Q1: 32,376 shares 32,376 $2.19M 0.02% +7,301 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 11,191 shares; 2025Q1: 11,178 shares; 2025Q2: 11,501 shares; 2025Q3: 11,109 shares; 2025Q4: 10,949 shares; 2026Q1: 11,058 shares 11,058 $2.19M 0.02% +109 Timeline PEY 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: 106,913 shares; 2024Q4: 109,321 shares; 2025Q1: 108,261 shares; 2025Q2: 105,749 shares; 2025Q3: 104,539 shares; 2025Q4: 102,179 shares; 2026Q1: 101,329 shares 101,329 $2.17M 0.02% -850 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,684 shares 85,684 $2.17M 0.02% new Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,738 shares; 2025Q1: 36,902 shares; 2025Q2: 38,604 shares; 2025Q3: 47,138 shares; 2025Q4: 59,315 shares; 2026Q1: 73,627 shares 73,627 $2.17M 0.02% +14,312 Timeline DEHP 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: 26,247 shares; 2024Q4: 24,488 shares; 2025Q1: 40,417 shares; 2025Q2: 42,620 shares; 2025Q3: 45,943 shares; 2025Q4: 60,208 shares; 2026Q1: 64,167 shares 64,167 $2.17M 0.02% +3,959 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,465 shares; 2024Q4: 125,540 shares; 2025Q1: 122,540 shares; 2025Q2: 119,681 shares; 2025Q3: 116,472 shares; 2025Q4: 118,085 shares; 2026Q1: 121,666 shares 121,666 $2.16M 0.02% +3,581 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 7,228 shares; 2025Q1: 6,829 shares; 2025Q2: 6,985 shares; 2025Q3: 6,344 shares; 2025Q4: 6,192 shares; 2026Q1: 6,027 shares 6,027 $2.16M 0.02% -165 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,107 shares; 2024Q4: 39,009 shares; 2025Q1: 36,080 shares; 2025Q2: 36,056 shares; 2025Q3: 36,080 shares; 2025Q4: 36,096 shares; 2026Q1: 36,014 shares 36,014 $2.15M 0.02% -82 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: 11,041 shares; 2024Q4: 7,240 shares; 2025Q1: 7,942 shares; 2025Q2: 7,751 shares; 2025Q3: 7,638 shares; 2025Q4: 7,426 shares; 2026Q1: 6,676 shares 6,676 $2.12M 0.02% -750 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 29,081 shares; 2025Q1: 38,409 shares; 2025Q2: 41,796 shares; 2025Q3: 40,540 shares; 2025Q4: 32,875 shares; 2026Q1: 29,748 shares 29,748 $2.12M 0.02% -3,127 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 20,196 shares; 2025Q1: 14,885 shares; 2025Q2: 14,450 shares; 2025Q3: 27,967 shares; 2025Q4: 23,105 shares; 2026Q1: 23,794 shares 23,794 $2.11M 0.02% +689 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,014 shares; 2024Q4: 25,547 shares; 2025Q1: 23,738 shares; 2025Q2: 22,647 shares; 2025Q3: 21,976 shares; 2025Q4: 21,414 shares; 2026Q1: 16,080 shares 16,080 $2.11M 0.02% -5,334 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,823 shares; 2025Q1: 7,668 shares; 2025Q2: 7,027 shares; 2025Q3: 5,738 shares; 2025Q4: 6,025 shares; 2026Q1: 7,147 shares 7,147 $2.09M 0.02% +1,122 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 14,947 shares; 2025Q1: 15,535 shares; 2025Q2: 20,581 shares; 2025Q3: 5,284 shares; 2025Q4: 5,411 shares; 2026Q1: 4,525 shares 4,525 $2.09M 0.02% -886 Timeline SPPP 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: 182,527 shares; 2024Q4: 147,653 shares; 2025Q1: 141,697 shares; 2025Q2: 142,461 shares; 2025Q3: 139,580 shares; 2025Q4: 149,011 shares; 2026Q1: 133,306 shares 133,306 $2.07M 0.02% -15,705 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: 2,897 shares; 2024Q4: 5,188 shares; 2025Q1: 10,299 shares; 2025Q2: 16,967 shares; 2025Q3: 16,572 shares; 2025Q4: 14,169 shares; 2026Q1: 22,223 shares 22,223 $2.07M 0.02% +8,054 Timeline ROBO 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: 125,513 shares; 2024Q4: 86,417 shares; 2025Q1: 48,119 shares; 2025Q2: 45,994 shares; 2025Q3: 45,994 shares; 2025Q4: 31,166 shares; 2026Q1: 30,094 shares 30,094 $2.06M 0.02% -1,072 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: 224,738 shares; 2024Q4: 57,889 shares; 2025Q1: 57,409 shares; 2025Q2: 57,409 shares; 2025Q3: 60,427 shares; 2025Q4: 76,885 shares; 2026Q1: 104,746 shares 104,746 $2.05M 0.02% +27,861 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 9,063 shares; 2025Q1: 7,587 shares; 2025Q2: 7,333 shares; 2025Q3: 6,973 shares; 2025Q4: 5,421 shares; 2026Q1: 4,800 shares 4,800 $2.04M 0.02% -621 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: 20,068 shares; 2024Q4: 22,709 shares; 2025Q1: 24,655 shares; 2025Q2: 14,401 shares; 2025Q3: 5,807 shares; 2025Q4: 5,773 shares; 2026Q1: 6,206 shares 6,206 $2.04M 0.02% +433 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 15,506 shares; 2025Q1: 15,950 shares; 2025Q2: 14,158 shares; 2025Q3: 13,914 shares; 2025Q4: 11,514 shares; 2026Q1: 13,458 shares 13,458 $2.04M 0.02% +1,944 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,942 shares; 2025Q1: 4,768 shares; 2025Q2: 6,869 shares; 2025Q3: 10,458 shares; 2025Q4: 10,308 shares; 2026Q1: 10,251 shares 10,251 $2.03M 0.02% -57 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,064 shares; 2025Q1: 12,783 shares; 2025Q2: 14,943 shares; 2025Q3: 15,422 shares; 2025Q4: 15,888 shares; 2026Q1: 18,717 shares 18,717 $2.03M 0.02% +2,829 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: 17,440 shares; 2024Q4: 16,853 shares; 2025Q1: 9,136 shares; 2025Q2: 9,548 shares; 2025Q3: 10,118 shares; 2025Q4: 10,731 shares; 2026Q1: 15,999 shares 15,999 $2.02M 0.02% +5,268 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: 11,417 shares; 2024Q4: 16,742 shares; 2025Q1: 17,535 shares; 2025Q2: 15,854 shares; 2025Q3: 14,414 shares; 2025Q4: 12,383 shares; 2026Q1: 10,622 shares 10,622 $2.01M 0.02% -1,761 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,044 shares; 2025Q1: 100,131 shares; 2025Q2: 96,316 shares; 2025Q3: 98,816 shares; 2025Q4: 97,797 shares; 2026Q1: 97,797 shares 97,797 $2M 0.02% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,921 shares; 2024Q4: 213,234 shares; 2025Q1: 132,849 shares; 2025Q2: 140,068 shares; 2025Q3: 156,723 shares; 2025Q4: 166,184 shares; 2026Q1: 170,888 shares 170,888 $1.99M 0.02% +4,704 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 22,338 shares; 2025Q1: 15,848 shares; 2025Q2: 16,767 shares; 2025Q3: 17,037 shares; 2025Q4: 19,106 shares; 2026Q1: 19,205 shares 19,205 $1.99M 0.02% +99 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 23,387 shares; 2025Q1: 23,268 shares; 2025Q2: 23,422 shares; 2025Q3: 24,667 shares; 2025Q4: 27,049 shares; 2026Q1: 31,602 shares 31,602 $1.98M 0.02% +4,553 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,812 shares; 2025Q1: 3,563 shares; 2025Q2: 3,336 shares; 2025Q3: 5,369 shares; 2025Q4: 5,168 shares; 2026Q1: 6,221 shares 6,221 $1.95M 0.02% +1,053 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: 11,689 shares; 2024Q4: 22,607 shares; 2025Q1: 20,218 shares; 2025Q2: 19,512 shares; 2025Q3: 20,408 shares; 2025Q4: 18,142 shares; 2026Q1: 15,514 shares 15,514 $1.95M 0.02% -2,628 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,011 shares; 2024Q4: 88,236 shares; 2025Q1: 78,616 shares; 2025Q2: 82,577 shares; 2025Q3: 70,861 shares; 2025Q4: 50,456 shares; 2026Q1: 47,216 shares 47,216 $1.94M 0.02% -3,240 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: 463,427 shares; 2024Q4: 66,821 shares; 2025Q1: 66,057 shares; 2025Q2: 219,410 shares; 2025Q3: 220,316 shares; 2025Q4: 184,586 shares; 2026Q1: 186,486 shares 186,486 $1.94M 0.02% +1,900 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 22,381 shares; 2025Q1: 22,398 shares; 2025Q2: 22,366 shares; 2025Q3: 22,366 shares; 2025Q4: 22,396 shares; 2026Q1: 22,441 shares 22,441 $1.93M 0.02% +45 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 22,614 shares; 2025Q1: 20,777 shares; 2025Q2: 10,846 shares; 2025Q3: 20,051 shares; 2025Q4: 18,150 shares; 2026Q1: 19,528 shares 19,528 $1.92M 0.02% +1,378 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,733 shares; 2024Q4: 29,445 shares; 2025Q1: 27,637 shares; 2025Q2: 34,937 shares; 2025Q3: 30,598 shares; 2025Q4: 30,042 shares; 2026Q1: 30,390 shares 30,390 $1.92M 0.02% +348 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 21,041 shares; 2025Q1: 23,953 shares; 2025Q2: 22,516 shares; 2025Q3: 20,181 shares; 2025Q4: 19,919 shares; 2026Q1: 17,635 shares 17,635 $1.92M 0.02% -2,284 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: 44,317 shares; 2024Q4: 44,338 shares; 2025Q1: 43,241 shares; 2025Q2: 43,125 shares; 2025Q3: 43,363 shares; 2025Q4: 42,658 shares; 2026Q1: 9,414 shares 9,414 $1.91M 0.02% -33,244 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,676 shares; 2024Q4: 35,032 shares; 2025Q1: 33,514 shares; 2025Q2: 32,174 shares; 2025Q3: 30,267 shares; 2025Q4: 29,464 shares; 2026Q1: 28,879 shares 28,879 $1.91M 0.02% -585 Timeline GMF 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: 22,195 shares; 2024Q4: 20,246 shares; 2025Q1: 19,681 shares; 2025Q2: 16,062 shares; 2025Q3: 14,988 shares; 2025Q4: 14,820 shares; 2026Q1: 13,973 shares 13,973 $1.9M 0.02% -847 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: 2,817 shares; 2024Q4: 2,700 shares; 2025Q1: 1,755 shares; 2025Q2: 1,615 shares; 2025Q3: 1,494 shares; 2025Q4: 6,392 shares; 2026Q1: 4,212 shares 4,212 $1.88M 0.02% -2,180 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: 8,156 shares; 2024Q4: 7,677 shares; 2025Q1: 8,638 shares; 2025Q2: 7,387 shares; 2025Q3: 7,357 shares; 2025Q4: 7,614 shares; 2026Q1: 6,355 shares 6,355 $1.85M 0.02% -1,259 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,511 shares; 2025Q1: 3,742 shares; 2025Q2: 3,747 shares; 2025Q3: 3,543 shares; 2025Q4: 3,775 shares; 2026Q1: 3,411 shares 3,411 $1.85M 0.02% -364 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,897 shares; 2024Q4: 20,529 shares; 2025Q1: 22,540 shares; 2025Q2: 22,258 shares; 2025Q3: 21,469 shares; 2025Q4: 21,293 shares; 2026Q1: 20,059 shares 20,059 $1.85M 0.02% -1,234 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: 20,098 shares; 2024Q4: 12,384 shares; 2025Q1: 12,245 shares; 2025Q2: 11,105 shares; 2025Q3: 8,634 shares; 2025Q4: 8,743 shares; 2026Q1: 7,526 shares 7,526 $1.84M 0.02% -1,217 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,721 shares; 2024Q4: 38,485 shares; 2025Q1: 35,885 shares; 2025Q2: 28,386 shares; 2025Q3: 30,901 shares; 2025Q4: 17,806 shares; 2026Q1: 37,030 shares 37,030 $1.83M 0.02% +19,224 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: 10,195 shares; 2024Q4: 4,962 shares; 2025Q1: 5,015 shares; 2025Q2: 5,532 shares; 2025Q3: 4,612 shares; 2025Q4: 4,550 shares; 2026Q1: 6,657 shares 6,657 $1.83M 0.02% +2,107 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,612 shares; 2025Q1: 1,642 shares; 2025Q2: 1,712 shares; 2025Q3: 1,456 shares; 2025Q4: 4,202 shares; 2026Q1: 3,859 shares 3,859 $1.83M 0.02% -343 Timeline